| 5/2/2025 | Independent Wealth Network Inc. | 6,132 | $203K | 0.1% | -12.2% | 0.001% | |
| 5/2/2025 | Victory Capital Management Inc. | 130,046 | $4.31M | 0.0% | +9.4% | 0.026% | |
| 5/2/2025 | Larson Financial Group LLC | 16,289 | $540K | 0.0% | +14.3% | 0.003% | |
| 5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 6,127 | $203K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 1,257 | $42K | 0.0% | +29.2% | 0.000% | |
| 5/2/2025 | Sigma Planning Corp | 20,912 | $694K | 0.0% | N/A | 0.004% | |
| 5/2/2025 | Signaturefd LLC | 1,472 | $49K | 0.0% | +227.1% | 0.000% | |
| 5/2/2025 | Edgestream Partners L.P. | 153,349 | $5.09M | 0.2% | +458.5% | 0.031% | |
| 5/1/2025 | CWM LLC | 8,732 | $290K | 0.0% | +76.2% | 0.002% | |
| 5/1/2025 | Stephens Investment Management Group LLC | 2,046,828 | $67.89M | 1.0% | +1.7% | 0.412% | |
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| 5/1/2025 | New York State Common Retirement Fund | 233,220 | $7.74M | 0.0% | -0.7% | 0.047% | |
| 5/1/2025 | Arizona State Retirement System | 115,806 | $3.84M | 0.0% | +1.8% | 0.023% | |
| 5/1/2025 | Focused Wealth Management Inc | 6,221 | $206K | 0.0% | -24.3% | 0.001% | |
| 5/1/2025 | Xponance Inc. | 87,765 | $2.91M | 0.0% | +3.7% | 0.018% | |
| 4/30/2025 | Genus Capital Management Inc. | 52,700 | $1.75M | 0.3% | N/A | 0.011% | |
| 4/30/2025 | Cerity Partners LLC | 65,800 | $2.18M | 0.0% | -11.0% | 0.013% | |
| 4/30/2025 | Alps Advisors Inc. | 10,320 | $342K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Allworth Financial LP | 798 | $29K | 0.0% | -74.4% | 0.000% | |
| 4/30/2025 | Westbourne Investment Advisors Inc. | 220,849 | $7.33M | 2.6% | -1.9% | 0.045% | |
| 4/30/2025 | MeadowBrook Investment Advisors LLC | 7,420 | $246K | 0.2% | +52.7% | 0.002% | |
| 4/30/2025 | M&T Bank Corp | 38,399 | $1.27M | 0.0% | +10.5% | 0.008% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 6,863 | $228K | 0.0% | -18.9% | 0.001% | |
| 4/30/2025 | Values First Advisors Inc. | 30,195 | $1.00M | 0.6% | +9.0% | 0.006% | |
| 4/30/2025 | Lee Johnson Capital Management LLC | 114,531 | $3.80M | 2.0% | N/A | 0.023% | |
| 4/30/2025 | Brown Advisory Inc. | 41,862 | $1.39M | 0.0% | +1.7% | 0.008% | |
| 4/29/2025 | Richard Bernstein Advisors LLC | 79,573 | $2.64M | 0.1% | N/A | 0.016% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 369,803 | $12.27M | 0.0% | +17.1% | 0.075% | |
| 4/29/2025 | Penserra Capital Management LLC | 350,965 | $11.64M | 0.2% | -6.8% | 0.071% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 22,808 | $757K | 0.0% | N/A | 0.005% | |
| 4/29/2025 | HM Payson & Co. | 7,432 | $247K | 0.0% | -9.7% | 0.002% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,143,270 | $71.09M | 0.0% | -1.1% | 0.434% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,034 | $34K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | IFM Investors Pty Ltd | 67,797 | $2.25M | 0.0% | +6.1% | 0.014% | |
| 4/29/2025 | Calamos Advisors LLC | 23,865 | $792K | 0.0% | N/A | 0.005% | |
| 4/28/2025 | D.A. Davidson & CO. | 37,711 | $1.25M | 0.0% | +12.3% | 0.008% | |
| 4/28/2025 | Principal Financial Group Inc. | 5,474,443 | $181.59M | 0.1% | +14,258.8% | 1.108% | |
| 4/28/2025 | Xcel Wealth Management LLC | 74,307 | $2.47M | 0.8% | N/A | 0.015% | |
| 4/28/2025 | Capital Investment Counsel Inc | 18,800 | $624K | 0.1% | -50.3% | 0.004% | |
| 4/28/2025 | Teacher Retirement System of Texas | 58,449 | $1.94M | 0.0% | N/A | 0.012% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 38,283 | $1.27M | 0.0% | -0.9% | 0.008% | |
Donald Trump is about to free crypto from its chains … (Ad) Sure enough, Bitcoin took off on the exact day Juan said it would.
It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .…
Now Juan believes it could hit $150,000 … or higher in 2025. There's another coin he thinks could do even better. |
| 4/28/2025 | Vontobel Holding Ltd. | 10,510 | $349K | 0.0% | -24.1% | 0.002% | |
| 4/25/2025 | Kampmann Melissa S. | 50,345 | $1.67M | 1.3% | +1.2% | 0.010% | |
| 4/25/2025 | CHURCHILL MANAGEMENT Corp | 30,096 | $998K | 0.0% | -9.5% | 0.006% | |
| 4/25/2025 | Taylor Frigon Capital Management LLC | 60,655 | $2.01M | 1.2% | +49.9% | 0.012% | |
| 4/25/2025 | Amalgamated Bank | 32,900 | $1.09M | 0.0% | +7.0% | 0.007% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 5,755,872 | $190.92M | 0.1% | +2.9% | 1.165% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 2,137,169 | $73.22M | 0.1% | +3.0% | 0.433% | |
| 4/24/2025 | Kessler Investment Group LLC | 132,529 | $4.40M | 2.1% | +17.2% | 0.027% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 52,840 | $1.75M | 0.0% | +1,584.4% | 0.011% | |
| 4/24/2025 | Illinois Municipal Retirement Fund | 19,422 | $644K | 0.0% | N/A | 0.004% | |
| 4/24/2025 | Diversified Trust Co | 23,024 | $764K | 0.0% | +7.7% | 0.005% | |
| 4/24/2025 | Perpetual Ltd | 1,890,264 | $62.70M | 0.8% | +13.2% | 0.383% | |
| 4/23/2025 | Western Wealth Management LLC | 11,498 | $381K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 459,172 | $15.23M | 0.0% | +19.8% | 0.093% | |
| 4/23/2025 | Bessemer Group Inc. | 35,499 | $1.18M | 0.0% | +14.7% | 0.007% | |
| 4/23/2025 | Spire Wealth Management | 750 | $25K | 0.0% | -37.5% | 0.000% | |
| 4/23/2025 | Lecap Asset Management Ltd. | 44,212 | $1.47M | 0.3% | -35.3% | 0.009% | |
| 4/23/2025 | S.A. Mason LLC | 13,905 | $461K | 0.2% | +3.4% | 0.003% | |
| 4/23/2025 | Yorktown Management & Research Co Inc | 7,600 | $252K | 0.3% | N/A | 0.002% | |
| 4/23/2025 | Sheets Smith Wealth Management | 13,939 | $462K | 0.1% | -24.6% | 0.003% | |
| 4/23/2025 | WoodTrust Financial Corp | 45,000 | $1.49M | 0.2% | +2.3% | 0.009% | |
| 4/23/2025 | Legacy Advisors LLC | 26,318 | $873K | 0.1% | +1.7% | 0.005% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 143,478 | $4.76M | 0.0% | +3.4% | 0.029% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 59,431 | $1.97M | 0.0% | +42.9% | 0.012% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 78,743 | $2.61M | 0.0% | -2.0% | 0.016% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,418 | $511K | 0.0% | +17.5% | 0.003% | |
| 4/22/2025 | Garde Capital Inc. | 3,812 | $126K | 0.0% | +13.4% | 0.001% | |
| 4/22/2025 | Praxis Investment Management Inc. | 13,080 | $434K | 0.0% | +5.8% | 0.003% | |
| 4/21/2025 | Proathlete Wealth Management LLC | 1,500 | $50K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Riverbridge Partners LLC | 1,173,433 | $38.92M | 0.6% | -9.8% | 0.238% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 15,533 | $515K | 0.0% | -22.2% | 0.003% | |
| 4/21/2025 | CWA Asset Management Group LLC | 6,818 | $226K | 0.0% | N/A | 0.001% | |
| 4/17/2025 | Chicago Capital LLC | 15,999 | $531K | 0.0% | +84.0% | 0.003% | |
| 4/17/2025 | QRG Capital Management Inc. | 101,916 | $3.38M | 0.0% | +4.6% | 0.021% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 255,191 | $8.47M | 0.0% | +554.9% | 0.052% | |
| 4/17/2025 | Trust Point Inc. | 15,790 | $524K | 0.0% | -9.2% | 0.003% | |
| 4/17/2025 | Mn Services Vermogensbeheer B.V. | 127,700 | $4.24M | 0.0% | -4.8% | 0.026% | |
| 4/17/2025 | Fairvoy Private Wealth LLC | 29,142 | $967K | 0.3% | +10.3% | 0.006% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 44,628 | $1.48M | 0.0% | -62.4% | 0.009% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 6,256 | $208K | 0.0% | N/A | 0.001% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 26,106 | $866K | 0.0% | +14.7% | 0.005% | |
| 4/16/2025 | West Branch Capital LLC | 1,116 | $37K | 0.0% | +862.1% | 0.000% | |
| 4/16/2025 | Union Bancaire Privee UBP SA | 5,332 | $177K | 0.0% | N/A | 0.001% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 5,464 | $181K | 0.0% | -10.7% | 0.001% | |
| 4/15/2025 | Northeast Investment Management | 52,325 | $1.74M | 0.1% | +72.7% | 0.011% | |
| 4/15/2025 | Assenagon Asset Management S.A. | 175,571 | $5.82M | 0.0% | -27.2% | 0.036% | |
| 4/15/2025 | Handelsbanken Fonder AB | 113,400 | $3.76M | 0.0% | +13.5% | 0.023% | |
| 4/15/2025 | SG Americas Securities LLC | 26,425 | $877K | 0.0% | N/A | 0.005% | |
| 4/15/2025 | GAMMA Investing LLC | 3,861 | $128K | 0.0% | +38.7% | 0.001% | |
| 4/14/2025 | Regatta Capital Group LLC | 12,392 | $411K | 0.1% | +9.7% | 0.003% | |
Donald Trump is about to free crypto from its chains … (Ad) Sure enough, Bitcoin took off on the exact day Juan said it would.
It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .…
Now Juan believes it could hit $150,000 … or higher in 2025. There's another coin he thinks could do even better. |
| 4/14/2025 | Pallas Capital Advisors LLC | 24,613 | $816K | 0.0% | N/A | 0.005% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,151 | $108K | 0.0% | +29.4% | 0.001% | |
| 4/14/2025 | Park Avenue Securities LLC | 38,862 | $1.29M | 0.0% | +11.8% | 0.008% | |
| 4/14/2025 | Yarbrough Capital LLC | 64,215 | $2.13M | 0.1% | +208.9% | 0.013% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 191,824 | $6.36M | 0.1% | +0.2% | 0.039% | |
| 4/14/2025 | Wedmont Private Capital | 10,506 | $358K | 0.0% | N/A | 0.002% | |
| 4/11/2025 | Piscataqua Savings Bank | 1,100 | $36K | 0.0% | +57.1% | 0.000% | |
| 4/11/2025 | Arkfeld Wealth Strategies L.L.C. | 107,944 | $3.71M | 1.6% | -0.5% | 0.022% | |
| 4/11/2025 | Procyon Advisors LLC | 7,287 | $242K | 0.0% | N/A | 0.001% | |
| 4/11/2025 | Oxinas Partners Wealth Management LLC | 8,654 | $287K | 0.2% | -41.7% | 0.002% | |
