4/25/2025 | Custos Family Office LLC | 5,116 | $316K | 0.1% | -8.1% | 0.008% | |
4/24/2025 | Golden State Wealth Management LLC | 1,257 | $78K | 0.0% | N/A | 0.002% | |
4/24/2025 | Legacy CG LLC | 80,114 | $4.95M | 1.6% | N/A | 0.120% | |
4/23/2025 | Perigon Wealth Management LLC | 20,829 | $1.29M | 0.0% | +25.7% | 0.031% | |
4/23/2025 | Golden State Wealth Management LLC | 1,257 | $78K | 0.0% | N/A | 0.002% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,884 | $1.04M | 0.0% | +22.8% | 0.025% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,793 | $544K | 0.0% | N/A | 0.013% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 84,232 | $5.21M | 0.2% | N/A | 0.126% | |
4/17/2025 | Inscription Capital LLC | 6,819 | $405K | 0.1% | N/A | 0.010% | |
4/17/2025 | Breakwater Investment Management | 18,893 | $1.17M | 0.5% | -4.0% | 0.028% | |
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4/16/2025 | Kelly Financial Group LLC | 23,769 | $1.47M | 0.2% | -4.6% | 0.036% | |
4/15/2025 | Sapient Capital LLC | 4,969 | $307K | 0.0% | -6.0% | 0.007% | |
4/15/2025 | Greenwood Capital Associates LLC | 329,796 | $20.39M | 2.8% | +4.6% | 0.495% | |
4/14/2025 | Park Avenue Securities LLC | 3,463 | $214K | 0.0% | N/A | 0.005% | |
4/14/2025 | OLD National Bancorp IN | 32,507 | $2.01M | 0.1% | N/A | 0.049% | |
4/11/2025 | AFG Fiduciary Services Limited Partnership | 20,156 | $1.20M | 0.4% | N/A | 0.030% | |
4/10/2025 | Secure Asset Management LLC | 26,041 | $1.61M | 0.3% | +20.4% | 0.039% | |
4/9/2025 | Hardin Capital Partners LLC | 3,656 | $226K | 0.1% | N/A | 0.005% | |
2/26/2025 | Yoffe Investment Management LLC | 10,642 | $590K | 0.8% | N/A | 0.016% | |
2/17/2025 | Quantinno Capital Management LP | 36,867 | $2.04M | 0.0% | +19.4% | 0.028% | |
2/17/2025 | EP Wealth Advisors LLC | 2,376 | $132K | 0.0% | +22.7% | 0.002% | |
2/17/2025 | Cresset Asset Management LLC | 6,677 | $370K | 0.0% | +65.3% | 0.005% | |
2/17/2025 | Cetera Investment Advisers | 16,619 | $921K | 0.0% | -55.5% | 0.013% | |
2/17/2025 | Captrust Financial Advisors | 10,473 | $580K | 0.0% | -3.2% | 0.008% | |
2/17/2025 | Bank of America Corp DE | 124,873 | $6.92M | 0.0% | -39.4% | 0.095% | |
2/17/2025 | Ameriprise Financial Inc. | 5,550 | $308K | 0.0% | +17.3% | 0.004% | |
2/14/2025 | Jane Street Group LLC | 341,706 | $18.94M | 0.0% | -66.7% | 0.261% | |
2/14/2025 | Comerica Bank | 22,384 | $1.24M | 0.0% | -4.5% | 0.017% | |
2/14/2025 | Northern Trust Corp | 5,600 | $310K | 0.0% | -17.3% | 0.004% | |
2/14/2025 | Beacon Pointe Advisors LLC | 50,837 | $2.82M | 0.0% | -3.0% | 0.039% | |
2/14/2025 | Tudor Investment Corp ET AL | 9,200 | $510K | 0.0% | N/A | 0.007% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 27,654 | $1.53M | 0.0% | -2.3% | 0.021% | |
2/14/2025 | Susquehanna International Group LLP | 52,313 | $2.90M | 0.0% | N/A | 0.040% | |
2/14/2025 | MML Investors Services LLC | 31,667 | $1.76M | 0.0% | +11.8% | 0.024% | |
2/14/2025 | Arvest Bank Trust Division | 248,291 | $13.76M | 0.8% | -23.1% | 0.189% | |
2/13/2025 | Marshall Wace LLP | 115,281 | $6.39M | 0.0% | N/A | 0.088% | |
2/13/2025 | Mariner LLC | 13,291 | $737K | 0.0% | -30.6% | 0.010% | |
2/13/2025 | Rockefeller Capital Management L.P. | 11,715 | $649K | 0.0% | -34.1% | 0.009% | |
2/13/2025 | Bessemer Group Inc. | 5,760 | $319K | 0.0% | N/A | 0.004% | |
2/13/2025 | Raymond James Financial Inc. | 7,556 | $419K | 0.0% | N/A | 0.006% | |
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2/13/2025 | Envestnet Asset Management Inc. | 6,589 | $365K | 0.0% | -92.0% | 0.005% | |
2/13/2025 | Wells Fargo & Company MN | 17,750 | $984K | 0.0% | -11.8% | 0.014% | |
2/12/2025 | Yoffe Investment Management LLC | 16,184 | $897K | 0.9% | N/A | 0.012% | |
2/12/2025 | Atlas Capital Advisors Inc. | 23,772 | $1.32M | 0.2% | -9.1% | 0.018% | |
2/12/2025 | OLD Mission Capital LLC | 63,713 | $3.53M | 0.1% | +1,095.6% | 0.049% | |
2/12/2025 | Brown Brothers Harriman & Co. | 1,440 | $80K | 0.0% | +41.0% | 0.001% | |
2/12/2025 | Orion Portfolio Solutions LLC | 4,874 | $270K | 0.0% | -8.4% | 0.004% | |
2/12/2025 | Blair William & Co. IL | 22,985 | $1.27M | 0.0% | -0.8% | 0.018% | |
2/12/2025 | JPMorgan Chase & Co. | 43,942,695 | $2.44B | 0.2% | -50.7% | 33.531% | |
2/11/2025 | TIAA Trust National Association | 5,722 | $317K | 0.0% | N/A | 0.004% | |
2/11/2025 | LPL Financial LLC | 86,750 | $4.81M | 0.0% | -5.5% | 0.066% | |
2/10/2025 | Horizon Investments LLC | 754 | $42K | 0.0% | -99.9% | 0.001% | |
2/10/2025 | Custos Family Office LLC | 5,569 | $309K | 0.1% | -10.6% | 0.004% | |
2/10/2025 | Commonwealth Equity Services LLC | 6,437 | $357K | 0.0% | -10.5% | 0.005% | |
2/10/2025 | Farther Finance Advisors LLC | 459 | $25K | 0.0% | -46.0% | 0.000% | |
2/10/2025 | EverSource Wealth Advisors LLC | 576 | $32K | 0.0% | +9,500.0% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 6,966 | $386K | 0.0% | -30.4% | 0.005% | |
2/7/2025 | Tortoise Investment Management LLC | 1,518 | $84K | 0.0% | +39.5% | 0.001% | |
2/7/2025 | Dorsey & Whitney Trust CO LLC | 33,237 | $1.84M | 0.1% | -61.5% | 0.025% | |
2/7/2025 | Larson Financial Group LLC | 803 | $45K | 0.0% | N/A | 0.001% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,479 | $137K | 0.0% | -29.7% | 0.002% | |
2/6/2025 | Raymond James Financial Inc. | 7,556 | $419K | 0.0% | N/A | 0.006% | |
2/6/2025 | Cullen Frost Bankers Inc. | 717 | $40K | 0.0% | -87.9% | 0.001% | |
2/6/2025 | Assetmark Inc. | 1,882 | $104K | 0.0% | +2,588.6% | 0.001% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 10,776 | $597K | 0.0% | N/A | 0.008% | |
2/6/2025 | Kelly Financial Group LLC | 24,908 | $1.38M | 0.5% | N/A | 0.019% | |
2/5/2025 | US Bancorp DE | 11,961 | $663K | 0.0% | +1.6% | 0.009% | |
2/5/2025 | GenTrust LLC | 19,200 | $1.06M | 0.0% | N/A | 0.015% | |
2/4/2025 | Lake Street Advisors Group LLC | 40,207 | $2.23M | 0.1% | -18.8% | 0.031% | |
2/4/2025 | Bank of New York Mellon Corp | 3,798 | $211K | 0.0% | -97.2% | 0.003% | |
2/3/2025 | Ieq Capital LLC | 4,262 | $236K | 0.0% | -14.2% | 0.003% | |
1/29/2025 | Sather Financial Group Inc | 3,664 | $203K | 0.0% | -22.0% | 0.003% | |
1/28/2025 | Kestra Private Wealth Services LLC | 9,385 | $520K | 0.0% | +9.3% | 0.007% | |
1/28/2025 | Visionary Horizons LLC | 9,188 | $509K | 0.3% | +16.8% | 0.007% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 1,655 | $92K | 0.0% | -35.1% | 0.001% | |
1/27/2025 | Brandywine Oak Private Wealth LLC | 36,133 | $2.00M | 0.2% | -1.8% | 0.028% | |
1/27/2025 | Choreo LLC | 4,001 | $222K | 0.0% | -59.9% | 0.003% | |
1/27/2025 | Greenwood Capital Associates LLC | 315,200 | $17.47M | 2.3% | +7.6% | 0.241% | |
1/22/2025 | Perigon Wealth Management LLC | 16,565 | $940K | 0.0% | N/A | 0.013% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,500 | $139K | 0.0% | +127.3% | 0.002% | |
1/17/2025 | Secure Asset Management LLC | 21,625 | $1.20M | 0.2% | N/A | 0.017% | |
1/16/2025 | Breakwater Investment Management | 19,672 | $1.09M | 0.5% | +61.5% | 0.015% | |
1/14/2025 | Armstrong Advisory Group Inc. | 1,140 | $63K | 0.0% | N/A | 0.001% | |
1/8/2025 | International Assets Investment Management LLC | 5,917 | $327K | 0.0% | N/A | 0.005% | |
12/26/2024 | JPMorgan Chase & Co. | 89,048,744 | $5.55B | 0.4% | -17.5% | 67.950% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,549 | $159K | 0.0% | N/A | 0.002% | |
11/25/2024 | Arvest Bank Trust Division | 322,764 | $20.12M | 1.2% | N/A | 0.246% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 20,292 | $1.27M | 0.1% | N/A | 0.015% | |
11/15/2024 | MML Investors Services LLC | 28,319 | $1.77M | 0.0% | N/A | 0.022% | |
11/15/2024 | EP Wealth Advisors LLC | 1,936 | $121K | 0.0% | N/A | 0.001% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
11/15/2024 | Jane Street Group LLC | 1,026,251 | $63.98M | 0.0% | +18,688.9% | 0.783% | |
11/15/2024 | Quantinno Capital Management LP | 30,878 | $1.93M | 0.0% | +16.1% | 0.024% | |
11/14/2024 | Captrust Financial Advisors | 10,822 | $675K | 0.0% | -8.5% | 0.008% | |
11/14/2024 | Icon Wealth Advisors LLC | 6,857 | $427K | 0.0% | N/A | 0.005% | |
11/14/2024 | Rockefeller Capital Management L.P. | 17,789 | $1.11M | 0.0% | N/A | 0.014% | |
11/13/2024 | FMR LLC | 11,957 | $745K | 0.0% | +19.0% | 0.009% | |
11/12/2024 | Crewe Advisors LLC | 7,368 | $459K | 0.1% | +189.6% | 0.006% | |
11/12/2024 | Icon Wealth Advisors LLC | 70,596 | $4.40M | 0.2% | N/A | 0.054% | |
11/6/2024 | Sather Financial Group Inc | 4,698 | $293K | 0.0% | -33.3% | 0.004% | |
10/30/2024 | Maia Wealth LLC | 5,851 | $351K | 0.1% | N/A | 0.004% | |