| 5/1/2025 | Park Square Financial Group LLC | 1,571 | $113K | 0.1% | +153.4% | 0.000% | |
| 5/1/2025 | SteelPeak Wealth LLC | 31,062 | $2.24M | 0.1% | +356.2% | 0.008% | |
| 5/1/2025 | Xponance Inc. | 70,843 | $5.12M | 0.0% | +3.1% | 0.019% | |
| 4/30/2025 | Robeco Schweiz AG | 1,058,947 | $76.46M | 1.9% | -10.2% | 0.278% | |
| 4/30/2025 | State of Michigan Retirement System | 239,300 | $17.28M | 0.1% | +249.9% | 0.063% | |
| 4/30/2025 | Cerity Partners LLC | 68,670 | $4.96M | 0.0% | +41.2% | 0.018% | |
| 4/30/2025 | Leavell Investment Management Inc. | 3,330 | $240K | 0.0% | +35.1% | 0.001% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 25,600 | $1.85M | 0.0% | -3.4% | 0.007% | |
| 4/30/2025 | LBP AM SA | 864,352 | $62.41M | 1.0% | +76.8% | 0.227% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 10,347 | $747K | 0.0% | +29.9% | 0.003% | |
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| 4/30/2025 | Optimum Investment Advisors | 640 | $46K | 0.0% | -67.2% | 0.000% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 600,938 | $41.72M | 0.1% | -6.8% | 0.158% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 3,873 | $280K | 0.0% | +15.0% | 0.001% | |
| 4/30/2025 | M&T Bank Corp | 41,242 | $2.98M | 0.0% | +11.7% | 0.011% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 2,845 | $205K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Liberty One Investment Management LLC | 1,883 | $136K | 0.0% | +11.4% | 0.000% | |
| 4/30/2025 | NTV Asset Management LLC | 4,800 | $347K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Brown Advisory Inc. | 116,930 | $8.44M | 0.0% | N/A | 0.031% | |
| 4/30/2025 | Interchange Capital Partners LLC | 4,169 | $301K | 0.1% | +27.5% | 0.001% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 3,275 | $236K | 0.0% | +12.4% | 0.001% | |
| 4/30/2025 | Fullcircle Wealth LLC | 2,900 | $209K | 0.1% | N/A | 0.001% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 62,469 | $4.51M | 0.1% | +22.5% | 0.016% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 4,425 | $319K | 0.1% | +570.5% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 510 | $37K | 0.0% | +37.5% | 0.000% | |
| 4/29/2025 | BOCHK Asset Management Ltd | 1,100 | $79K | 0.0% | -98.6% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 480,639 | $34.70M | 0.0% | +3.2% | 0.126% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 1,506 | $109K | 0.0% | -30.7% | 0.000% | |
| 4/29/2025 | Penserra Capital Management LLC | 34,420 | $2.48M | 0.0% | +47.0% | 0.009% | |
| 4/29/2025 | Cloud Capital Management LLC | 820 | $59K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Sharp Financial Services LLC | 4,330 | $313K | 0.2% | +18.5% | 0.001% | |
| 4/29/2025 | Novare Capital Management LLC | 4,790 | $346K | 0.0% | +34.7% | 0.001% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 5,429 | $392K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Braun Stacey Associates Inc. | 398,544 | $28.78M | 1.2% | +3.4% | 0.105% | |
| 4/29/2025 | HM Payson & Co. | 1,650 | $119K | 0.0% | +725.0% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,260,502 | $163.21M | 0.0% | -4.1% | 0.594% | |
| 4/29/2025 | Seascape Capital Management | 27,573 | $1.99M | 0.7% | -11.2% | 0.007% | |
| 4/29/2025 | World Investment Advisors | 3,479 | $251K | 0.0% | +39.3% | 0.001% | |
| 4/29/2025 | Wayfinding Financial LLC | 624 | $45K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Impax Asset Management Group plc | 532,069 | $38.42M | 0.2% | +6.9% | 0.140% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 9,850 | $711K | 0.0% | -5.0% | 0.003% | |
The Man I Turn to In Times Like This (Ad) A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.”
Tilson just released a new prediction that runs counter to what mainstream finance is telling you. Market chaos? Hear Tilson’s take now |
| 4/29/2025 | IFM Investors Pty Ltd | 76,074 | $5.49M | 0.1% | +8.6% | 0.020% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 61,951 | $4.47M | 0.1% | +11.6% | 0.016% | |
| 4/29/2025 | Hartline Investment Corp | 258,781 | $18.68M | 2.5% | +5.7% | 0.068% | |
| 4/28/2025 | North Capital Inc. | 705 | $51K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | D.A. Davidson & CO. | 5,810 | $419K | 0.0% | +21.4% | 0.002% | |
| 4/28/2025 | Principal Financial Group Inc. | 145,826 | $10.53M | 0.0% | -9.9% | 0.038% | |
| 4/28/2025 | Mutual Advisors LLC | 8,464 | $611K | 0.0% | +19.5% | 0.002% | |
| 4/28/2025 | Teacher Retirement System of Texas | 52,127 | $3.76M | 0.0% | +1,462.6% | 0.014% | |
| 4/28/2025 | First Horizon Advisors Inc. | 4,091 | $295K | 0.0% | -12.8% | 0.001% | |
| 4/28/2025 | Private Trust Co. NA | 4,521 | $326K | 0.0% | +22.4% | 0.001% | |
| 4/28/2025 | Compound Global Advisors LLC | 3,000 | $217K | 1.3% | +20.0% | 0.001% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 3,400 | $245K | 0.0% | -7.8% | 0.001% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 3,435 | $248K | 0.1% | N/A | 0.001% | |
| 4/28/2025 | New South Capital Management Inc. | 2,110,392 | $152.37M | 7.3% | +1.7% | 0.554% | |
| 4/28/2025 | NovaPoint Capital LLC | 8,937 | $645K | 0.2% | N/A | 0.002% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 108,338 | $7.82M | 0.1% | +19.0% | 0.028% | |
| 4/28/2025 | Vontobel Holding Ltd. | 116,199 | $8.39M | 0.0% | +20.3% | 0.031% | |
| 4/25/2025 | Kieckhefer Group LLC | 36,404 | $2.63M | 1.9% | +1.1% | 0.010% | |
| 4/25/2025 | Smith Salley Wealth Management | 19,589 | $1.41M | 0.1% | N/A | 0.005% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 12,362 | $893K | 0.1% | +2.8% | 0.003% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 27,153 | $1.96M | 0.1% | +48.9% | 0.007% | |
| 4/25/2025 | New York State Teachers Retirement System | 25,466 | $1.84M | 0.0% | +18.8% | 0.007% | |
| 4/25/2025 | Amalgamated Bank | 25,359 | $1.83M | 0.0% | +6.2% | 0.007% | |
| 4/25/2025 | Albion Financial Group UT | 106,268 | $7.67M | 0.5% | -2.2% | 0.028% | |
| 4/25/2025 | Stonebridge Financial Group LLC | 29,079 | $2.10M | 0.2% | +8.2% | 0.008% | |
| 4/25/2025 | Prakash Investment Advisors LLC | 6,720 | $485K | 0.5% | +85.6% | 0.002% | |
| 4/25/2025 | KBC Group NV | 86,924 | $6.28M | 0.0% | -40.1% | 0.023% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 3,287 | $237K | 0.0% | -22.1% | 0.001% | |
| 4/25/2025 | Sovran Advisors LLC | 24,562 | $1.80M | 0.2% | N/A | 0.006% | |
| 4/25/2025 | Guardian Asset Advisors LLC | 12,386 | $894K | 0.6% | +14.9% | 0.003% | |
| 4/25/2025 | Colonial River Investments LLC | 10,347 | $747K | 0.4% | +29.3% | 0.003% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 844,616 | $60.98M | 0.0% | +0.4% | 0.222% | |
| 4/24/2025 | Golden State Wealth Management LLC | 5,533 | $400K | 0.1% | +40.3% | 0.001% | |
| 4/24/2025 | Sunbelt Securities Inc. | 16,313 | $1.18M | 0.1% | +5.0% | 0.004% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 294,492 | $22.17M | 0.0% | -66.3% | 0.077% | |
| 4/24/2025 | Copeland Capital Management LLC | 9,293 | $671K | 0.0% | +547.6% | 0.002% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 98,765 | $7.13M | 0.0% | -16.8% | 0.026% | |
| 4/24/2025 | Achmea Investment Management B.V. | 64,984 | $4.69M | 0.1% | +42.5% | 0.017% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 4,351 | $314K | 0.0% | +52.6% | 0.001% | |
| 4/24/2025 | Diversified Trust Co | 5,203 | $376K | 0.0% | -84.1% | 0.001% | |
| 4/24/2025 | Quaero Capital S.A. | 15,251 | $1.10M | 1.6% | -25.0% | 0.004% | |
| 4/24/2025 | Board of the Pension Protection Fund | 2,400 | $173K | 0.2% | -33.3% | 0.001% | |
| 4/24/2025 | TFC Financial Management Inc. | 877 | $63K | 0.0% | -17.6% | 0.000% | |
| 4/24/2025 | Graphene Investments SAS | 29,400 | $2.12M | 1.6% | +34.9% | 0.008% | |
| 4/24/2025 | Perpetual Ltd | 212,306 | $15.33M | 0.2% | +1,955.2% | 0.056% | |
| 4/24/2025 | PDS Planning Inc | 3,310 | $239K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Western Wealth Management LLC | 5,162 | $373K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,641 | $118K | 0.0% | -50.4% | 0.000% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 438,604 | $31.67M | 0.1% | -25.2% | 0.115% | |
| 4/23/2025 | Wealth Effects LLC | 8,150 | $588K | 0.2% | +15.6% | 0.002% | |
The Man I Turn to In Times Like This (Ad) A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.”
Tilson just released a new prediction that runs counter to what mainstream finance is telling you. Market chaos? Hear Tilson’s take now |
| 4/23/2025 | Perigon Wealth Management LLC | 25,189 | $1.82M | 0.0% | +8.7% | 0.007% | |
| 4/23/2025 | Generate Investment Management Ltd | 94,896 | $6.85M | 0.5% | -39.5% | 0.025% | |
| 4/23/2025 | Golden State Wealth Management LLC | 11,100 | $801K | 0.1% | +181.5% | 0.003% | |
| 4/23/2025 | Spire Wealth Management | 2,654 | $192K | 0.0% | -66.8% | 0.001% | |
| 4/23/2025 | Adams Diversified Equity Fund Inc. | 66,200 | $4.78M | 0.2% | N/A | 0.017% | |
| 4/23/2025 | Lecap Asset Management Ltd. | 33,197 | $2.40M | 0.6% | +200.2% | 0.009% | |
| 4/23/2025 | S.A. Mason LLC | 6,048 | $437K | 0.2% | +999.6% | 0.002% | |
| 4/23/2025 | Summerhill Capital Management lnc. | 27,430 | $1.98M | 2.7% | -56.6% | 0.007% | |
| 4/23/2025 | Global Assets Advisory LLC | 6,000 | $422K | 0.1% | +253.6% | 0.002% | |
| 4/23/2025 | Steph & Co. | 1,116 | $81K | 0.0% | -11.4% | 0.000% | |
