5/10/2024 | Vanguard Group Inc. | 357,942 | $4.26M | 0.0% | +6.1% | 3.251% | |
5/7/2024 | Redmond Asset Management LLC | 36,157 | $430K | 0.1% | +6.1% | 0.328% | |
2/7/2024 | Wealthspire Advisors LLC | 10,990 | $206K | 0.0% | +9.9% | 0.104% | |
2/6/2024 | Merit Financial Group LLC | 22,200 | $415K | 0.0% | -46.1% | 0.210% | |
2/1/2024 | Greenwich Wealth Management LLC | 10,275 | $192K | 0.0% | N/A | 0.100% | |
1/24/2024 | Private Trust Co. NA | 3,000 | $56K | 0.0% | N/A | 0.029% | |
|
11/15/2023 | Worth Venture Partners LLC | 12,321 | $117K | 0.1% | -88.2% | 0.120% | |
11/15/2023 | Adage Capital Partners GP L.L.C. | 300,000 | $2.85M | 0.0% | N/A | 2.923% | |
11/13/2023 | AIGH Capital Management LLC | 48,941 | $464K | 0.2% | -88.3% | 0.477% | |
8/3/2023 | Sterling Investment Advisors Ltd. | 34,374 | $491K | 0.2% | +3.0% | 0.382% | |
5/9/2023 | Wealthspire Advisors LLC | 10,000 | $154K | 0.0% | N/A | 0.111% | |
4/25/2023 | Sterling Investment Advisors Ltd. | 33,374 | $514K | 0.2% | +2.8% | 0.406% | |
4/12/2023 | Koshinski Asset Management Inc. | 15,000 | $231K | 0.0% | +50.0% | 0.182% | |
2/6/2023 | Redmond Asset Management LLC | 34,010 | $457K | 0.2% | N/A | 0.417% | |
1/13/2023 | Merit Financial Group LLC | 43,150 | $580K | 0.0% | +115.8% | 0.529% | |
11/8/2022 | IFP Advisors Inc | 4,600 | $44K | 0.0% | +666.7% | 0.056% | |
11/3/2022 | Sterling Investment Advisors Ltd. | 32,474 | $445K | 0.2% | +20.4% | 0.398% | |
10/31/2022 | Merit Financial Group LLC | 20,000 | $274K | 0.0% | N/A | 0.245% | |
8/5/2022 | Sterling Investment Advisors Ltd. | 26,974 | $306K | 0.1% | +42.2% | 0.331% | |
8/2/2022 | Lynwood Capital Management Inc. | 12,500 | $142K | 0.2% | N/A | 0.153% | |
8/1/2022 | Essex LLC | 10,408 | $118K | 0.0% | -10.2% | 0.127% | |
7/12/2022 | Koshinski Asset Management Inc. | 10,000 | $113K | 0.0% | N/A | 0.122% | |
7/12/2022 | FNY Investment Advisers LLC | 3,650 | $41K | 0.0% | +508.3% | 0.045% | |
5/3/2022 | Sterling Investment Advisors Ltd. | 18,974 | $253K | 0.1% | +31.1% | 0.233% | |
5/3/2022 | Modera Wealth Management LLC | 31,313 | $418K | 0.0% | -3.1% | 0.384% | |
4/20/2022 | Essex LLC | 11,593 | $155K | 0.0% | +9.4% | 0.142% | |
2/9/2022 | Cannell & Co. | 10,000 | $176K | 0.0% | -38.3% | 0.123% | |
2/4/2022 | Modera Wealth Management LLC | 32,313 | $568K | 0.0% | -3.0% | 0.399% | |
2/3/2022 | Advisor Group Holdings Inc. | 8,594 | $152K | 0.0% | -21.9% | 0.106% | |
1/28/2022 | Essex LLC | 10,593 | $186K | 0.0% | -11.4% | 0.131% | |
11/16/2021 | Two Sigma Advisers LP | 30,200 | $959K | 0.0% | +906.7% | 0.373% | |
11/16/2021 | Two Sigma Investments LP | 97,566 | $3.10M | 0.0% | N/A | 1.204% | |
11/16/2021 | Voloridge Investment Management LLC | 108,738 | $3.45M | 0.0% | +6.2% | 1.342% | |
11/15/2021 | Wealthspire Advisors LLC | 7,500 | $238K | 0.0% | +50.0% | 0.093% | |
11/12/2021 | Geode Capital Management LLC | 40,945 | $1.30M | 0.0% | +6.2% | 0.505% | |
11/12/2021 | AIGH Capital Management LLC | 66,469 | $2.11M | 0.4% | -47.4% | 0.821% | |
11/9/2021 | Sterling Investment Advisors Ltd. | 14,474 | $460K | 0.1% | -29.6% | 0.179% | |
11/9/2021 | BlackRock Inc. | 103,330 | $3.28M | 0.0% | +2.3% | 1.276% | |
11/5/2021 | Advisor Group Holdings Inc. | 11,002 | $349K | 0.0% | +531.6% | 0.136% | |
11/4/2021 | Modera Wealth Management LLC | 33,298 | $1.06M | 0.1% | -4.2% | 0.411% | |
Your $200 account credit is about to expire (Ad) Update to MarketBeat All Access and Save $200 on Your Annual Subscription. Start Your Risk-Free Trial Here |
10/29/2021 | Wescott Financial Advisory Group LLC | 41,607 | $1.32M | 0.7% | N/A | 0.514% | |
10/21/2021 | Essex LLC | 11,962 | $380K | 0.1% | N/A | 0.148% | |
9/17/2021 | Virtu Financial LLC | 17,442 | $1.49M | 0.1% | +119.4% | 0.215% | |
9/3/2021 | Parametric Portfolio Associates LLC | 22,331 | $1.91M | 0.0% | N/A | 0.276% | |
8/18/2021 | Ikarian Capital LLC | 103,527 | $8.86M | 0.7% | -46.5% | 1.278% | |
8/17/2021 | Worth Venture Partners LLC | 33,834 | $2.90M | 1.1% | +12.9% | 0.418% | |
8/17/2021 | Knoll Capital Management LLC | 39,210 | $3.36M | 1.8% | N/A | 0.484% | |
8/17/2021 | Price T Rowe Associates Inc. MD | 3,000 | $257K | 0.0% | N/A | 0.037% | |
8/17/2021 | Boothbay Fund Management LLC | 11,756 | $1.01M | 0.0% | -46.5% | 0.145% | |
8/17/2021 | Bridgeway Capital Management LLC | 23,600 | $2.02M | 0.0% | +4.9% | 0.291% | |
8/16/2021 | Cubist Systematic Strategies LLC | 4,508 | $386K | 0.0% | N/A | 0.056% | |
8/16/2021 | Diametric Capital LP | 12,458 | $1.07M | 0.8% | -26.0% | 0.154% | |
8/16/2021 | State Street Corp | 17,300 | $1.48M | 0.0% | N/A | 0.214% | |
8/16/2021 | Goldman Sachs Group Inc. | 25,819 | $2.21M | 0.0% | N/A | 0.319% | |
8/13/2021 | Northern Trust Corp | 9,098 | $779K | 0.0% | +22.5% | 0.112% | |
8/13/2021 | RKL Wealth Management LLC | 5,000 | $428K | 0.1% | -50.0% | 0.062% | |
8/13/2021 | Wealthspire Advisors LLC | 5,000 | $428K | 0.0% | -50.0% | 0.062% | |
8/13/2021 | LPL Financial LLC | 3,868 | $331K | 0.0% | N/A | 0.048% | |
8/13/2021 | Geode Capital Management LLC | 38,569 | $3.30M | 0.0% | +39.8% | 0.476% | |
8/13/2021 | Vanguard Group Inc. | 229,453 | $19.64M | 0.0% | +56.1% | 2.832% | |
8/13/2021 | EAM Global Investors LLC | 29,590 | $2.53M | 0.7% | N/A | 0.365% | |
8/13/2021 | EAM Investors LLC | 48,643 | $4.16M | 0.6% | +9.0% | 0.600% | |
8/12/2021 | AIGH Capital Management LLC | 126,469 | $10.82M | 1.9% | +7.9% | 1.561% | |
8/12/2021 | JPMorgan Chase & Co. | 8,024 | $687K | 0.0% | N/A | 0.099% | |
8/12/2021 | L & S Advisors Inc | 19,530 | $1.67M | 0.2% | N/A | 0.241% | |
8/11/2021 | Commonwealth Equity Services LLC | 3,964 | $339K | 0.0% | N/A | 0.049% | |
8/11/2021 | Bank of New York Mellon Corp | 22,168 | $1.90M | 0.0% | N/A | 0.274% | |
8/11/2021 | BlackRock Inc. | 100,997 | $8.64M | 0.0% | N/A | 1.247% | |
8/11/2021 | Deutsche Bank AG | 4,367 | $374K | 0.0% | N/A | 0.054% | |
8/11/2021 | Redmond Asset Management LLC | 7,750 | $663K | 0.2% | N/A | 0.096% | |
8/10/2021 | Virtus ETF Advisers LLC | 2,518 | $215K | 0.1% | N/A | 0.031% | |
8/10/2021 | National Asset Management Inc. | 2,430 | $208K | 0.0% | N/A | 0.030% | |
8/9/2021 | Broderick Brian C | 4,000 | $342K | 0.1% | N/A | 0.049% | |
8/9/2021 | Cannell Peter B & Co. Inc. | 16,000 | $1.37M | 0.0% | +60.0% | 0.198% | |
8/6/2021 | Sei Investments Co. | 15,244 | $1.31M | 0.0% | N/A | 0.188% | |
8/5/2021 | US Bancorp DE | 500 | $43K | 0.0% | N/A | 0.006% | |
8/3/2021 | Absher Wealth Management LLC | 6,329 | $542K | 0.1% | N/A | 0.078% | |
8/2/2021 | Advisor Group Holdings Inc. | 1,742 | $149K | 0.0% | -58.5% | 0.022% | |
8/2/2021 | Modera Wealth Management LLC | 34,746 | $2.97M | 0.2% | -14.5% | 0.429% | |
7/31/2021 | Sterling Investment Advisors Ltd. | 20,574 | $1.76M | 0.5% | -35.1% | 0.254% | |
6/10/2021 | Lokken Investment Group LLC | 17,411 | $486K | 0.4% | -45.9% | 0.251% | |
5/19/2021 | Virtu Financial LLC | 7,951 | $222K | 0.0% | N/A | 0.114% | |
5/19/2021 | Worth Venture Partners LLC | 29,968 | $836K | 0.4% | -74.9% | 0.431% | |
5/19/2021 | Diametric Capital LP | 16,837 | $470K | 0.4% | N/A | 0.242% | |
5/18/2021 | Citadel Advisors LLC | 8,963 | $250K | 0.0% | N/A | 0.129% | |
5/17/2021 | Ikarian Capital LLC | 193,368 | $5.40M | 0.2% | N/A | 2.783% | |
5/14/2021 | Brown Advisory Inc. | 7,442 | $208K | 0.0% | -50.2% | 0.107% | |
5/13/2021 | Renaissance Technologies LLC | 19,900 | $555K | 0.0% | N/A | 0.286% | |
5/12/2021 | Northern Trust Corp | 7,425 | $207K | 0.0% | N/A | 0.107% | |
5/12/2021 | Geode Capital Management LLC | 27,583 | $769K | 0.0% | N/A | 0.397% | |
How this is some devastating news (Ad) Check out this report real quick…
It’s full proof that most people barely have enough money to cover the monthly expenditures…
Let alone save for retirement or plan the next vacation.
At the risk of sounding political…
If you’re waiting for the Fed, or the government or some financial advisor to come to change things for the better…
You might be waiting for a long long time.
But what if…?
What if there was a way to completely turn the tables? But I can promise that you’ll see all the details for yourself here. |
5/11/2021 | EAM Investors LLC | 44,640 | $1.25M | 0.2% | N/A | 0.643% | |
5/10/2021 | RKL Wealth Management LLC | 10,000 | $279K | 0.0% | N/A | 0.144% | |
5/4/2021 | Sterling Investment Advisors Ltd. | 31,678 | $884K | 0.3% | -37.4% | 0.456% | |
4/23/2021 | BRYN MAWR TRUST Co | 14,643 | $409K | 0.0% | N/A | 0.211% | |
2/11/2021 | Modera Wealth Management LLC | 43,846 | $331K | 0.0% | N/A | 0.635% | |
2/8/2021 | Lokken Investment Group LLC | 32,211 | $243K | 0.2% | N/A | 0.466% | |