7/7/2025 | O Connor Financial Group LLC | 4,075 | $870K | 0.4% | +7.5% | 0.000% | |
7/7/2025 | Trust Co. of Oklahoma | 66,287 | $13.60M | 4.3% | +0.4% | 0.000% | |
7/7/2025 | Hoertkorn Richard Charles | 96,779 | $19.86M | 8.4% | -2.4% | 0.001% | |
7/7/2025 | Investors Research Corp | 18,827 | $3.86M | 0.8% | +4.4% | 0.000% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 50,015 | $10.26M | 2.0% | +4.4% | 0.000% | |
7/7/2025 | Park Edge Advisors LLC | 12,378 | $2.54M | 0.7% | +6.2% | 0.000% | |
7/7/2025 | Fox Hill Wealth Management | 43,661 | $8.96M | 4.6% | -11.3% | 0.000% | |
7/7/2025 | Veery Capital LLC | 12,680 | $2.60M | 0.9% | +7.8% | 0.000% | |
7/7/2025 | Value Partners Investments Inc. | 3,491 | $715K | 0.1% | +5.0% | 0.000% | |
7/7/2025 | St. Clair Advisors LLC | 88,920 | $18.24M | 4.8% | -2.0% | 0.001% | |
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7/7/2025 | Accelerate Investment Advisors LLC | 14,404 | $2.96M | 2.2% | -6.2% | 0.000% | |
7/7/2025 | Capital Asset Advisory Services LLC | 185,477 | $38.55M | 1.8% | +35.1% | 0.001% | |
7/7/2025 | Wesbanco Bank Inc. | 905,523 | $185.79M | 5.5% | +6.9% | 0.006% | |
7/7/2025 | HMS Capital Management LLC | 15,900 | $3.26M | 1.5% | -1.8% | 0.000% | |
7/7/2025 | Verde Capital Management | 6,838 | $1.40M | 0.3% | +2.7% | 0.000% | |
7/7/2025 | Kings Path Partners LLC | 2,480 | $509K | 0.2% | +67.6% | 0.000% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 16,119 | $3.31M | 0.8% | -13.1% | 0.000% | |
7/7/2025 | Osprey Private Wealth LLC | 9,375 | $2.00M | 1.1% | +9.3% | 0.000% | |
7/7/2025 | Vishria Bird Financial Group LLC | 97,940 | $20.09M | 6.7% | -7.1% | 0.001% | |
7/7/2025 | Somerset Trust Co | 54,782 | $11.24M | 3.7% | -0.1% | 0.000% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 6,833 | $1.40M | 1.1% | -5.1% | 0.000% | |
7/7/2025 | Zevenbergen Capital Investments LLC | 475,911 | $97.64M | 1.9% | -2.4% | 0.003% | |
7/7/2025 | Versant Capital Management Inc | 50,239 | $10.31M | 1.6% | +3.1% | 0.000% | |
7/7/2025 | Peak Financial Advisors LLC | 15,777 | $3.24M | 1.7% | -11.0% | 0.000% | |
7/7/2025 | Global Wealth Strategies & Associates | 11,769 | $2.42M | 0.7% | -4.7% | 0.000% | |
7/7/2025 | First Citizens Financial Corp | 21,579 | $4.43M | 2.4% | -10.0% | 0.000% | |
7/7/2025 | General Partner Inc. | 69,723 | $14.31M | 8.4% | -3.5% | 0.000% | |
7/7/2025 | Modus Advisors LLC | 47,727 | $9.79M | 2.9% | -0.2% | 0.000% | |
7/7/2025 | First Community Trust NA | 58,176 | $11.94M | 9.7% | -0.1% | 0.000% | |
7/7/2025 | Delphi Management Inc. MA | 8,507 | $1.75M | 1.7% | -7.7% | 0.000% | |
7/7/2025 | Insight Wealth Strategies LLC | 37,946 | $7.89M | 1.0% | +2.5% | 0.000% | |
7/7/2025 | Retirement Wealth Solutions LLC | 2,201 | $452K | 0.3% | +3.7% | 0.000% | |
7/7/2025 | Armstrong Henry H Associates Inc. | 61,276 | $12.57M | 1.2% | -2.9% | 0.000% | |
7/7/2025 | Roxbury Financial LLC | 13,983 | $2.87M | 2.8% | -5.2% | 0.000% | |
7/7/2025 | Greenfield Savings Bank | 66,337 | $13.61M | 6.2% | +0.5% | 0.000% | |
7/7/2025 | Nova Wealth Management Inc. | 6,012 | $1.23M | 0.9% | +5.9% | 0.000% | |
7/7/2025 | Ables Iannone Moore & Associates Inc. | 100,750 | $20.67M | 12.9% | -0.2% | 0.001% | |
7/7/2025 | OMNI 360 Wealth Inc. | 18,327 | $3.76M | 1.9% | +5.4% | 0.000% | |
7/7/2025 | Bangor Savings Bank | 65,113 | $13.36M | 1.2% | -2.6% | 0.000% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 81,786 | $16.78M | 2.2% | -10.8% | 0.001% | |
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7/7/2025 | Salem Investment Counselors Inc. | 975,375 | $200.12M | 6.3% | -0.2% | 0.007% | |
7/7/2025 | Aletheian Wealth Advisors LLC | 18,076 | $3.71M | 1.8% | -4.1% | 0.000% | |
7/7/2025 | Discipline Wealth Solutions LLC | 15,909 | $3.26M | 1.3% | +69.7% | 0.000% | |
7/7/2025 | Centurion Wealth Management LLC | 71,047 | $14.58M | 4.2% | -2.3% | 0.000% | |
7/7/2025 | Douglas Lane & Associates LLC | 173,746 | $35.65M | 0.5% | -7.2% | 0.001% | |
7/7/2025 | Taylor & Morgan Wealth Management LLC | 27,402 | $5.62M | 3.8% | -1.2% | 0.000% | |
7/7/2025 | TruWealth Advisors LLC | 197,426 | $40.51M | 2.2% | +4.3% | 0.001% | |
7/7/2025 | RB Capital Management LLC | 278,958 | $57.23M | 13.0% | +48.1% | 0.002% | |
7/7/2025 | Wilson & Boucher Capital Management LLC | 34,790 | $7.14M | 5.0% | -2.1% | 0.000% | |
7/7/2025 | RDA Financial Network | 47,171 | $9.68M | 2.6% | +1.1% | 0.000% | |
7/3/2025 | First Hawaiian Bank | 16,345 | $3.35M | 0.5% | +0.9% | 0.000% | |
7/3/2025 | Trinity Financial Advisors LLC | 39,090 | $8.02M | 2.5% | +34.8% | 0.000% | |
7/3/2025 | Arvest Investments Inc. | 20,175 | $4.14M | 0.6% | +4.0% | 0.000% | |
7/3/2025 | CPA Asset Management LLC | 18,083 | $3.71M | 1.6% | -0.5% | 0.000% | |
7/3/2025 | TrueWealth Advisors LLC | 11,030 | $2.26M | 0.7% | -2.9% | 0.000% | |
7/3/2025 | Collective Family Office LLC | 12,606 | $2.59M | 0.7% | -7.4% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 98,957 | $21.02M | 5.5% | +0.5% | 0.001% | |
7/3/2025 | Sage Capital Advisors llc | 147,766 | $30.32M | 7.5% | -3.0% | 0.001% | |
7/3/2025 | Trust Co of the South | 85,907 | $17.63M | 3.1% | +0.3% | 0.001% | |
7/3/2025 | Fiduciary Financial Group LLC | 185,072 | $38.46M | 7.0% | +6.7% | 0.001% | |
7/3/2025 | City Center Advisors LLC | 3,878 | $796K | 0.9% | +7.5% | 0.000% | |
7/2/2025 | McAlister Sweet & Associates Inc. | 38,127 | $7.82M | 7.9% | +27.0% | 0.000% | |
7/2/2025 | Norway Savings Bank | 42,227 | $8.66M | 4.4% | -2.9% | 0.000% | |
7/2/2025 | Capital Market Strategies LLC | 57,805 | $11.86M | 8.2% | -7.1% | 0.000% | |
7/2/2025 | S. R. Schill & Associates | 1,047 | $215K | 0.2% | N/A | 0.000% | |
7/2/2025 | InvesTrust | 29,056 | $5.96M | 2.3% | -32.1% | 0.000% | |
7/2/2025 | Boston Standard Wealth Management LLC | 3,462 | $710K | 0.1% | -13.5% | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 47,935 | $9.84M | 1.2% | +27.6% | 0.000% | |
7/2/2025 | Helen Stephens Group LLC | 11,783 | $2.42M | 0.6% | +1.3% | 0.000% | |
7/2/2025 | Crumly & Associates Inc. | 19,022 | $3.90M | 1.0% | -3.0% | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 132,520 | $27.19M | 3.6% | -1.8% | 0.001% | |
7/2/2025 | Doliver Advisors LP | 25,240 | $5.18M | 1.4% | -2.1% | 0.000% | |
7/2/2025 | First Financial Bank Trust Division | 128,506 | $26.37M | 2.3% | -3.2% | 0.001% | |
7/2/2025 | Jacobs & Co. CA | 254,468 | $52.21M | 5.2% | +3.7% | 0.002% | |
7/2/2025 | Marotta Asset Management | 7,558 | $1.55M | 0.3% | -11.1% | 0.000% | |
7/2/2025 | LVM Capital Management Ltd. MI | 387,208 | $79.44M | 8.2% | -0.9% | 0.003% | |
7/2/2025 | Waller Financial Planning Group Inc. | 24,056 | $4.94M | 1.2% | -0.4% | 0.000% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 540,790 | $110.95M | 8.2% | -5.0% | 0.004% | |
7/2/2025 | Central Pacific Bank Trust Division | 76,838 | $15.77M | 2.0% | -15.9% | 0.001% | |
7/1/2025 | Cacti Asset Management LLC | 539,286 | $108.44M | 7.9% | 0.0% | 0.004% | |
7/1/2025 | Legacy Wealth Management LLC MS | 109,347 | $22.44M | 6.8% | -54.5% | 0.001% | |
7/1/2025 | Park National Corp OH | 478,791 | $98.23M | 3.2% | -1.9% | 0.003% | |
7/1/2025 | First National Bank Sioux Falls | 22,357 | $4.59M | 1.7% | -8.7% | 0.000% | |
7/1/2025 | Stonebridge Capital Management Inc. | 86,738 | $17.80M | 7.0% | +0.1% | 0.001% | |
7/1/2025 | Kera Capital Partners Inc. | 15,727 | $3.23M | 0.6% | +35.1% | 0.000% | |
7/1/2025 | Private Client Services LLC | 22,080 | $4.53M | 1.8% | +59.9% | 0.000% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 136,395 | $27.98M | 5.8% | +0.1% | 0.001% | |
7/1/2025 | Stonehearth Capital Management LLC | 15,751 | $3.23M | 1.3% | -2.3% | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 211,592 | $43.41M | 6.1% | +0.3% | 0.001% | |
6/30/2025 | Pensionfund Sabic | 34,280 | $7.62M | 2.3% | -14.9% | 0.000% | |
A grave, grave error. (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. |
6/27/2025 | AdviceOne Advisory Services LLC | 13,199 | $2.93M | 2.4% | +1.7% | 0.000% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 553,689 | $122.99M | 7.0% | N/A | 0.004% | |
6/24/2025 | Rainier Family Wealth Inc. | 15,168 | $3.37M | 4.0% | -0.6% | 0.000% | |
6/23/2025 | Swedbank AB | 19,179,656 | $4.26B | 5.7% | +2.4% | 0.128% | |
6/18/2025 | Voya Investment Management LLC | 15,917,703 | $3.53B | 3.9% | +10.8% | 0.107% | |
6/17/2025 | Howe & Rusling Inc. | 154,755 | $34.38M | 2.9% | -0.9% | 0.001% | |
6/17/2025 | Guinness Asset Management LTD | 178,541 | $39.65M | 0.8% | +5.3% | 0.001% | |
6/16/2025 | Maple Capital Management Inc. | 509,560 | $113.19M | 8.7% | +0.5% | 0.003% | |
6/16/2025 | Lynx Investment Advisory | 26,599 | $5.91M | 3.9% | +0.8% | 0.000% | |
6/16/2025 | Peterson Wealth Management | 10,366 | $2.30M | 1.6% | -60.0% | 0.000% | |