1/16/2025 | New Hampshire Trust | 10,668 | $1.11M | 0.2% | +2.7% | 0.035% | |
1/16/2025 | Union Savings Bank | 28,277 | $2.95M | 1.4% | +231.7% | 0.093% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 62,187 | $6.48M | 0.2% | +80.0% | 0.204% | |
1/15/2025 | Integrated Investment Consultants LLC | 58,284 | $6.08M | 0.1% | -13.0% | 0.191% | |
1/14/2025 | Community Trust & Investment Co. | 82,453 | $8.59M | 0.5% | +2.1% | 0.270% | |
1/13/2025 | Horizon Bancorp Inc. IN | 296,950 | $30.95M | 14.6% | -18.6% | 0.974% | |
1/10/2025 | Fortitude Family Office LLC | 1,649 | $172K | 0.1% | N/A | 0.005% | |
1/7/2025 | Bank of New Hampshire | 71,814 | $7.49M | 1.9% | -6.1% | 0.235% | |
1/3/2025 | GAMMA Investing LLC | 2,830 | $295K | 0.0% | +40.4% | 0.009% | |
12/26/2024 | JPMorgan Chase & Co. | 644,017 | $68.97M | 0.0% | +1,037.4% | 2.112% | |
|
12/13/2024 | Lord Abbett & CO. LLC | 3,621 | $388K | 0.0% | N/A | 0.012% | |
11/15/2024 | Continuum Advisory LLC | 1,674 | $175K | 0.0% | +123.5% | 0.005% | |
11/15/2024 | Integrated Wealth Concepts LLC | 3,910 | $419K | 0.0% | +62.0% | 0.013% | |
11/14/2024 | Flow Traders U.S. LLC | 5,535 | $593K | 0.0% | +140.0% | 0.018% | |
11/14/2024 | Captrust Financial Advisors | 163,209 | $17.48M | 0.1% | +8.8% | 0.535% | |
11/12/2024 | Integrated Investment Consultants LLC | 67,022 | $7.18M | 0.2% | -2.6% | 0.220% | |
11/5/2024 | Simmons Bank | 26,653 | $2.86M | 0.2% | -2.5% | 0.087% | |
11/5/2024 | Haverford Trust Co | 29,409 | $3.15M | 0.0% | +20.6% | 0.096% | |
11/5/2024 | Vantage Investment Partners LLC | 6,520 | $698K | 0.1% | +10.7% | 0.021% | |
11/4/2024 | Kennebec Savings Bank | 1,284 | $138K | 0.1% | N/A | 0.004% | |
11/4/2024 | Meritage Portfolio Management | 52,611 | $5.64M | 0.3% | +2.2% | 0.172% | |
10/31/2024 | Graypoint LLC | 2,188 | $234K | 0.0% | -9.9% | 0.007% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 2,414 | $259K | 0.0% | -43.1% | 0.008% | |
10/24/2024 | Horizon Bancorp Inc. IN | 365,024 | $39.09M | 18.1% | +10.5% | 1.197% | |
10/22/2024 | Greenleaf Trust | 161,362 | $17.28M | 0.2% | +4.2% | 0.529% | |
10/22/2024 | Community Trust & Investment Co. | 80,764 | $8.65M | 0.5% | +8.8% | 0.265% | |
10/21/2024 | Whittier Trust Co. | 46,670 | $5.00M | 0.1% | +0.9% | 0.153% | |
10/17/2024 | V Square Quantitative Management LLC | 131,586 | $14.09M | 2.1% | -69.6% | 0.431% | |
10/7/2024 | Bank of New Hampshire | 76,459 | $8.19M | 2.1% | -3.1% | 0.251% | |
10/7/2024 | GAMMA Investing LLC | 2,016 | $216K | 0.0% | +5.1% | 0.007% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 34,541 | $3.70M | 0.1% | +231.0% | 0.113% | |
8/8/2024 | Parallel Advisors LLC | 3,218 | $334K | 0.0% | +21.9% | 0.011% | |
8/8/2024 | 1ST Source Bank | 49,839 | $5.17M | 0.3% | +1.6% | 0.163% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 245 | $25K | 0.0% | N/A | 0.001% | |
8/6/2024 | SVB Wealth LLC | 148,221 | $15.38M | 0.4% | -12.3% | 0.486% | |
8/1/2024 | Union Savings Bank | 3,024 | $314K | 0.2% | +249.6% | 0.010% | |
7/31/2024 | Graypoint LLC | 2,428 | $252K | 0.0% | -22.3% | 0.008% | |
7/31/2024 | NBT Bank N A NY | 11,245 | $1.17M | 0.1% | -7.2% | 0.037% | |
7/31/2024 | Rothschild Investment LLC | 1,050 | $109K | 0.0% | N/A | 0.003% | |
7/30/2024 | Vantage Investment Partners LLC | 5,892 | $611K | 0.1% | N/A | 0.019% | |
I was wrong. Dead wrong. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
7/29/2024 | Whittier Trust Co. | 46,267 | $4.80M | 0.1% | +9.0% | 0.152% | |
7/26/2024 | Simmons Bank | 27,324 | $2.83M | 0.2% | -6.8% | 0.090% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 20,088 | $2.08M | 0.0% | -2.0% | 0.066% | |
7/26/2024 | Bank of New York Mellon Corp | 544,884 | $56.52M | 0.0% | +3.2% | 1.787% | |
7/25/2024 | Independence Bank of Kentucky | 2,273 | $236K | 0.1% | N/A | 0.007% | |
7/25/2024 | Cape ANN Savings Bank | 5,101 | $529K | 0.3% | -22.8% | 0.017% | |
7/25/2024 | Atlantic Union Bankshares Corp | 5,745 | $596K | 0.0% | N/A | 0.019% | |
7/24/2024 | Horizon Bancorp Inc. IN | 330,222 | $34.25M | 16.3% | -16.2% | 1.083% | |
7/17/2024 | Community Trust & Investment Co. | 74,220 | $7.70M | 0.5% | N/A | 0.243% | |
7/16/2024 | V Square Quantitative Management LLC | 433,300 | $44.95M | 7.3% | +51.0% | 1.421% | |
7/15/2024 | New Hampshire Trust | 9,454 | $981K | 0.2% | N/A | 0.031% | |
7/12/2024 | True Link Financial Advisors LLC | 4,262 | $442K | 0.0% | -8.6% | 0.014% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 10,436 | $1.08M | 0.0% | N/A | 0.034% | |
7/2/2024 | GAMMA Investing LLC | 1,919 | $199K | 0.0% | +73.8% | 0.006% | |
7/1/2024 | Bank of New Hampshire | 78,922 | $8.19M | 2.1% | -21.2% | 0.259% | |
5/17/2024 | Comerica Bank | 70,176 | $7.30M | 0.0% | -10.0% | 0.230% | |
5/15/2024 | SVB Wealth LLC | 168,927 | $17.57M | 0.4% | -21.9% | 0.554% | |
5/13/2024 | Bessemer Group Inc. | 138,658 | $14.42M | 0.0% | +6.1% | 0.455% | |
5/10/2024 | 1ST Source Bank | 49,041 | $5.10M | 0.3% | -1.4% | 0.161% | |
5/3/2024 | Whittier Trust Co. | 42,431 | $4.41M | 0.1% | -1.5% | 0.137% | |
5/2/2024 | Graypoint LLC | 3,123 | $325K | 0.0% | -34.6% | 0.010% | |
5/2/2024 | Haverford Trust Co | 21,013 | $2.19M | 0.0% | +13.1% | 0.068% | |
4/29/2024 | Greenleaf Trust | 156,178 | $16.24M | 0.2% | -35.5% | 0.504% | |
4/29/2024 | Meritage Portfolio Management | 53,270 | $5.54M | 0.4% | -1.2% | 0.172% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 20,490 | $2.13M | 0.0% | -17.1% | 0.066% | |
4/24/2024 | V Square Quantitative Management LLC | 287,000 | $29.84M | 5.0% | N/A | 0.926% | |
4/24/2024 | NBT Bank N A NY | 12,115 | $1.26M | 0.1% | +6.6% | 0.039% | |
4/19/2024 | Horizon Bancorp Inc. IN | 394,216 | $40.99M | 19.5% | -4.0% | 1.364% | |
4/19/2024 | American National Bank & Trust Co. VA | 10,450 | $1.09M | 0.3% | N/A | 0.036% | |
4/19/2024 | True Link Financial Advisors LLC | 4,662 | $485K | 0.0% | -42.9% | 0.016% | |
4/10/2024 | Bank of New Hampshire | 100,154 | $10.41M | 2.7% | +17.0% | 0.347% | |
4/5/2024 | GAMMA Investing LLC | 1,104 | $115K | 0.0% | +58.2% | 0.004% | |
3/15/2024 | Cape ANN Savings Bank | 6,611 | $694K | 0.5% | -8.4% | 0.023% | |
2/16/2024 | Oarsman Capital Inc. | 88,812 | $9.30M | 2.5% | +74.0% | 0.307% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 48,947 | $5.13M | 3.8% | +1.5% | 0.169% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 11,026 | $1.16M | 0.1% | +10.9% | 0.038% | |
2/13/2024 | CIBC Private Wealth Group LLC | 232,479 | $24.36M | 0.1% | -2.3% | 0.804% | |
2/12/2024 | Lcnb Corp | 7,000 | $733K | 0.3% | +40.0% | 0.024% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 24,705 | $2.59M | 0.0% | -28.0% | 0.085% | |
2/8/2024 | Haverford Trust Co | 18,571 | $1.95M | 0.0% | +34.5% | 0.064% | |
2/8/2024 | 1ST Source Bank | 49,751 | $5.21M | 0.3% | +8.4% | 0.172% | |
2/6/2024 | Simmons Bank | 31,976 | $3.35M | 0.3% | -6.0% | 0.111% | |
2/6/2024 | SouthState Corp | 372 | $39K | 0.0% | N/A | 0.001% | |
2/2/2024 | Boyd Watterson Asset Management LLC OH | 340 | $36K | 0.0% | N/A | 0.001% | |
2/2/2024 | Meritage Portfolio Management | 53,895 | $5.65M | 0.4% | -4.0% | 0.186% | |
2/2/2024 | Bank of New Hampshire | 85,582 | $8.97M | 2.5% | +2.7% | 0.296% | |
2/1/2024 | GAMMA Investing LLC | 698 | $73K | 0.0% | N/A | 0.002% | |
1/31/2024 | Greenleaf Trust | 242,214 | $25.37M | 0.3% | +165.1% | 0.838% | |
1/30/2024 | SVB Wealth LLC | 216,245 | $22.65M | 0.6% | -1.5% | 0.748% | |
1/29/2024 | Graypoint LLC | 4,774 | $500K | 0.0% | -21.2% | 0.017% | |
I was wrong. Dead wrong. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 1,247 | $131K | 0.0% | N/A | 0.004% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 3,004 | $315K | 0.0% | N/A | 0.010% | |
1/24/2024 | Park Place Capital Corp | 10,000 | $1.05M | 0.4% | N/A | 0.035% | |
1/23/2024 | Integrated Investment Consultants LLC | 68,354 | $7.16M | 1.2% | -3.4% | 0.237% | |
1/23/2024 | Farmers & Merchants Investments Inc. | 4,244 | $445K | 0.0% | -2.3% | 0.015% | |
1/19/2024 | True Link Financial Advisors LLC | 8,162 | $855K | 0.1% | N/A | 0.028% | |
1/17/2024 | S.A. Mason LLC | 900 | $94K | 0.1% | -10.0% | 0.003% | |
1/16/2024 | Horizon Bancorp Inc. IN | 410,576 | $43.01M | 21.0% | -28.5% | 1.421% | |
1/11/2024 | Whittier Trust Co. | 43,070 | $4.51M | 0.1% | -4.4% | 0.149% | |
1/9/2024 | Capital Investment Services of America Inc. | 19,460 | $2.04M | 0.2% | -1.1% | 0.067% | |