5/9/2024 | Orion Portfolio Solutions LLC | 10,904 | $3.27M | 0.0% | +12.5% | 0.005% | |
5/9/2024 | Blair William & Co. IL | 17,261 | $5.18M | 0.0% | +1.6% | 0.008% | |
5/9/2024 | Wilkins Investment Counsel Inc. | 750 | $225K | 0.0% | N/A | 0.000% | |
5/9/2024 | Renasant Bank | 1,475 | $443K | 0.3% | -2.1% | 0.001% | |
5/9/2024 | Lord Abbett & CO. LLC | 184,618 | $55.42M | 0.2% | +84.6% | 0.082% | |
5/9/2024 | Kingsview Wealth Management LLC | 3,875 | $1.16M | 0.0% | +36.9% | 0.002% | |
|
5/9/2024 | Condor Capital Management | 17,026 | $5.11M | 0.5% | -1.4% | 0.008% | |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 278,960 | $83.70M | 0.1% | +16.7% | 0.123% | |
5/9/2024 | State Board of Administration of Florida Retirement System | 277,956 | $83.44M | 0.2% | +11.7% | 0.123% | |
5/9/2024 | TD Asset Management Inc | 1,060,632 | $318.40M | 0.3% | +41.2% | 0.469% | |
5/9/2024 | Patton Fund Management Inc. | 17,987 | $5.40M | 1.0% | -12.3% | 0.008% | |
5/8/2024 | William Blair Investment Management LLC | 140,231 | $42.10M | 0.1% | -27.0% | 0.062% | |
5/8/2024 | Paladin Advisory Group LLC | 1,786 | $530K | 0.4% | -8.5% | 0.001% | |
5/8/2024 | Bleakley Financial Group LLC | 3,716 | $1.12M | 0.0% | +3.9% | 0.002% | |
5/8/2024 | Great Diamond Partners LLC | 1,443 | $433K | 0.1% | -4.2% | 0.001% | |
5/8/2024 | Heritage Wealth Advisors | 100 | $30K | 0.0% | -97.2% | 0.000% | |
5/8/2024 | ProShare Advisors LLC | 34,940 | $10.49M | 0.0% | -4.4% | 0.015% | |
5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 49,955 | $15.00M | 0.1% | -0.1% | 0.022% | |
5/8/2024 | Avantax Advisory Services Inc. | 7,748 | $2.33M | 0.0% | +5.6% | 0.003% | |
5/8/2024 | US Bancorp DE | 66,621 | $20M | 0.0% | -5.1% | 0.029% | |
5/8/2024 | Isthmus Partners LLC | 59,251 | $17.79M | 2.0% | -13.0% | 0.026% | |
5/8/2024 | Russell Investments Group Ltd. | 322,262 | $96.74M | 0.2% | +4.3% | 0.142% | |
5/8/2024 | Washington Trust Advisors Inc. | 1,008 | $302K | 0.0% | +26.0% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 37,921 | $11.38M | 0.1% | -0.9% | 0.017% | |
5/8/2024 | Watershed Private Wealth LLC | 1,055 | $317K | 0.1% | N/A | 0.000% | |
5/8/2024 | Headlands Technologies LLC | 3,353 | $1.01M | 0.2% | +131.6% | 0.001% | |
5/8/2024 | AMJ Financial Wealth Management | 30,925 | $9.28M | 3.1% | +22.4% | 0.014% | |
5/7/2024 | Meeder Advisory Services Inc. | 6,131 | $1.84M | 0.2% | +6.4% | 0.003% | |
5/7/2024 | Meeder Asset Management Inc. | 12,027 | $3.61M | 0.2% | -2.5% | 0.005% | |
5/7/2024 | NorthRock Partners LLC | 1,133 | $340K | 0.0% | +5.3% | 0.001% | |
5/7/2024 | Choate Investment Advisors | 1,668 | $501K | 0.0% | -13.4% | 0.001% | |
5/7/2024 | Sei Investments Co. | 306,165 | $91.91M | 0.1% | +379.2% | 0.135% | |
5/7/2024 | Stonebrook Private Inc. | 4,620 | $1.39M | 0.4% | +8.0% | 0.002% | |
5/7/2024 | Concurrent Investment Advisors LLC | 6,340 | $1.90M | 0.1% | -29.9% | 0.003% | |
5/7/2024 | Atomi Financial Group Inc. | 1,474 | $442K | 0.0% | +4.0% | 0.001% | |
5/7/2024 | Anchor Capital Advisors LLC | 198,613 | $59.62M | 1.6% | -19.7% | 0.088% | |
5/7/2024 | KCM Investment Advisors LLC | 103,211 | $30.98M | 1.1% | -1.0% | 0.046% | |
5/7/2024 | Swiss National Bank | 681,503 | $204.59M | 0.1% | -4.6% | 0.301% | |
5/7/2024 | Forsta AP Fonden | 81,700 | $24.53M | 0.2% | +22.5% | 0.036% | |
5/7/2024 | PFG Advisors | 809 | $243K | 0.0% | N/A | 0.000% | |
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5/7/2024 | Oppenheimer & Co. Inc. | 8,797 | $2.64M | 0.0% | -20.7% | 0.004% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,883 | $565K | 0.0% | +10.4% | 0.001% | |
5/7/2024 | Hilltop National Bank | 5,576 | $1.67M | 0.6% | N/A | 0.002% | |
5/7/2024 | Wealthspire Advisors LLC | 2,963 | $890K | 0.0% | +4.7% | 0.001% | |
5/7/2024 | Alphinity Investment Management Pty Ltd | 1,939,857 | $582.35M | 5.2% | -3.9% | 0.857% | |
5/7/2024 | SG Americas Securities LLC | 151,740 | $45.55M | 0.2% | -10.5% | 0.067% | |
5/7/2024 | Empowered Funds LLC | 6,667 | $2.00M | 0.0% | +138.0% | 0.003% | |
5/6/2024 | Quantbot Technologies LP | 2,809 | $843K | 0.0% | -72.8% | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 9,920 | $2.98M | 0.0% | +9.9% | 0.004% | |
5/6/2024 | Duality Advisers LP | 1,101 | $331K | 0.0% | N/A | 0.000% | |
5/6/2024 | Manchester Capital Management LLC | 1,423 | $427K | 0.1% | +102.7% | 0.001% | |
5/6/2024 | Oxbow Advisors LLC | 1,150 | $345K | 0.0% | N/A | 0.001% | |
5/6/2024 | Advisory Alpha LLC | 670 | $201K | 0.0% | N/A | 0.000% | |
5/6/2024 | Advisors Capital Management LLC | 228,342 | $68.55M | 1.3% | +3.2% | 0.101% | |
5/6/2024 | Hemenway Trust Co LLC | 700 | $210K | 0.0% | N/A | 0.000% | |
5/6/2024 | Texas Permanent School Fund Corp | 47,050 | $14.12M | 0.1% | -0.3% | 0.021% | |
5/4/2024 | SPC Financial Inc. | 697 | $209K | 0.0% | N/A | 0.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 536 | $161K | 0.0% | -6.3% | 0.000% | |
5/4/2024 | 9258 Wealth Management LLC | 3,706 | $1.11M | 0.2% | +1.5% | 0.002% | |
5/4/2024 | Team Hewins LLC | 2,716 | $815K | 0.1% | +1.6% | 0.001% | |
5/4/2024 | Richardson Financial Services Inc. | 2,403 | $721K | 0.5% | +12.9% | 0.001% | |
5/3/2024 | Signaturefd LLC | 5,985 | $1.80M | 0.0% | -10.7% | 0.003% | |
5/3/2024 | Catalina Capital Group LLC | 723 | $217K | 0.1% | N/A | 0.000% | |
5/3/2024 | TFB Advisors LLC | 841 | $265K | 0.1% | N/A | 0.000% | |
5/3/2024 | Mediolanum International Funds Ltd | 22,926 | $6.87M | 0.1% | N/A | 0.010% | |
5/3/2024 | Callan Capital LLC | 1,724 | $518K | 0.0% | +6.9% | 0.001% | |
5/3/2024 | MRA Advisory Group | 800 | $240K | 0.1% | -48.5% | 0.000% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 126,834 | $38.08M | 0.1% | -1.3% | 0.056% | |
5/3/2024 | Commerce Bank | 113,946 | $34.21M | 0.2% | -1.5% | 0.050% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 8,160 | $2.45M | 1.0% | -0.8% | 0.004% | |
5/3/2024 | Central Pacific Bank Trust Division | 2,685 | $797K | 0.1% | N/A | 0.001% | |
5/3/2024 | Patron Partners LLC | 1,162 | $349K | 0.2% | +27.1% | 0.001% | |
5/2/2024 | Knowledge Leaders Capital LLC | 5,339 | $1.60M | 2.8% | -1.6% | 0.002% | |
5/2/2024 | Financial Counselors Inc. | 2,382 | $715K | 0.0% | +3.1% | 0.001% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 904 | $271K | 0.1% | N/A | 0.000% | |
5/2/2024 | Jennison Associates LLC | 3,850 | $1.16M | 0.0% | -19.0% | 0.002% | |
5/2/2024 | Mutual of America Capital Management LLC | 35,833 | $10.76M | 0.1% | -0.9% | 0.016% | |
5/2/2024 | Daiwa Securities Group Inc. | 66,922 | $20.09M | 0.1% | -8.7% | 0.030% | |
5/2/2024 | Graypoint LLC | 3,880 | $1.17M | 0.1% | +62.3% | 0.002% | |
5/2/2024 | Haverford Trust Co | 3,923 | $1.18M | 0.0% | -17.4% | 0.002% | |
5/2/2024 | Consolidated Planning Corp | 10,229 | $3.07M | 0.5% | +4.0% | 0.005% | |
5/2/2024 | Nordea Investment Management AB | 453,212 | $135.80M | 0.2% | +3.0% | 0.200% | |
5/2/2024 | Horan Securities Inc. | 1,706 | $512K | 0.2% | -20.2% | 0.001% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 1,065 | $320K | 0.0% | -6.8% | 0.000% | |
5/2/2024 | Fidelis Capital Partners LLC | 929 | $279K | 0.0% | +10.7% | 0.000% | |
5/2/2024 | Choreo LLC | 3,178 | $954K | 0.0% | -13.5% | 0.001% | |
5/2/2024 | Tokio Marine Asset Management Co. Ltd. | 5,803 | $1.74M | 0.1% | +4.7% | 0.003% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 2,394 | $719K | 0.2% | -3.5% | 0.001% | |
5/2/2024 | Greenwood Capital Associates LLC | 21,985 | $6.60M | 0.9% | -22.7% | 0.010% | |
5/2/2024 | PDS Planning Inc | 809 | $243K | 0.0% | N/A | 0.000% | |
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A Wall Street legend and our friend has just warned 896,000 Americans to prepare for May 15. This could be your solution. |
5/2/2024 | Hanlon Investment Management Inc. | 3,685 | $1.11M | 0.3% | -7.5% | 0.002% | |
5/1/2024 | Wakefield Asset Management LLLP | 14,290 | $4.29M | 1.5% | -1.1% | 0.006% | |
5/1/2024 | Connecticut Wealth Management LLC | 2,145 | $644K | 0.0% | +3.9% | 0.001% | |
5/1/2024 | Janney Montgomery Scott LLC | 124,969 | $37.52M | 0.1% | -11.0% | 0.055% | |
5/1/2024 | Fairhaven Wealth Management LLC | 693 | $208K | 0.1% | N/A | 0.000% | |
5/1/2024 | Peterson Wealth Services | 1,650 | $495K | 0.2% | +2.8% | 0.001% | |
5/1/2024 | Blue Trust Inc. | 1,895 | $569K | 0.0% | +79.8% | 0.001% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 764,255 | $229.43M | 0.4% | -14.6% | 0.337% | |
5/1/2024 | Horan Capital Advisors LLC. | 18,994 | $5.70M | 2.0% | -23.7% | 0.008% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 100 | $30K | 0.0% | N/A | 0.000% | |