11/1/2024 | Sheets Smith Wealth Management | 3,181 | $328K | 0.0% | -20.0% | 0.004% | |
11/1/2024 | Assetmark Inc. | 5,839 | $601K | 0.0% | +3.5% | 0.007% | |
11/1/2024 | Fiera Capital Corp | 2,578,648 | $265.69M | 0.8% | +0.8% | 3.018% | |
10/31/2024 | Portside Wealth Group LLC | 3,520 | $362K | 0.1% | -7.2% | 0.004% | |
10/31/2024 | Principal Financial Group Inc. | 270,833 | $27.90M | 0.0% | -1.2% | 0.317% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 84,147 | $8.66M | 1.8% | +5.2% | 0.099% | |
|
10/28/2024 | Conestoga Capital Advisors LLC | 3,168,594 | $326.24M | 4.4% | +1.7% | 3.711% | |
10/28/2024 | Stephens Inc. AR | 10,086 | $1.04M | 0.0% | +2.4% | 0.012% | |
10/28/2024 | Stephens Investment Management Group LLC | 190,943 | $19.66M | 0.3% | -14.8% | 0.224% | |
10/28/2024 | Oak Ridge Investments LLC | 37,004 | $3.81M | 0.3% | -3.1% | 0.043% | |
10/28/2024 | US Bancorp DE | 23,504 | $2.42M | 0.0% | -6.1% | 0.028% | |
10/28/2024 | Congress Asset Management Co. | 1,211,852 | $124.77M | 0.9% | -0.8% | 1.419% | |
10/25/2024 | First Trust Direct Indexing L.P. | 2,332 | $240K | 0.0% | N/A | 0.003% | |
10/24/2024 | DekaBank Deutsche Girozentrale | 6,472 | $656K | 0.0% | -4.5% | 0.008% | |
10/23/2024 | Legacy Wealth Asset Management LLC | 3,771 | $388K | 0.1% | +3.8% | 0.004% | |
10/23/2024 | Mediolanum International Funds Ltd | 6,149 | $628K | 0.0% | -20.3% | 0.007% | |
10/23/2024 | Mount Yale Investment Advisors LLC | 7,877 | $811K | 0.1% | -4.3% | 0.009% | |
10/23/2024 | Assenagon Asset Management S.A. | 2,440 | $251K | 0.0% | -36.3% | 0.003% | |
10/23/2024 | Argent Capital Management LLC | 50,681 | $5.22M | 0.1% | +7.7% | 0.059% | |
10/22/2024 | Signaturefd LLC | 2,425 | $250K | 0.0% | +12.1% | 0.003% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 1,514 | $156K | 0.0% | +26.8% | 0.002% | |
10/21/2024 | Whittier Trust Co. | 9,216 | $949K | 0.0% | +8.2% | 0.011% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 562,926 | $57.96M | 0.1% | -5.2% | 0.659% | |
10/18/2024 | Raymond James & Associates | 98,698 | $10.16M | 0.0% | -5.0% | 0.116% | |
10/18/2024 | Blue Trust Inc. | 650 | $63K | 0.0% | +931.7% | 0.001% | |
10/17/2024 | Ellsworth Advisors LLC | 5,748 | $592K | 0.2% | +5.7% | 0.007% | |
10/16/2024 | Vontobel Holding Ltd. | 210,280 | $21.64M | 0.1% | +52.5% | 0.246% | |
10/11/2024 | Creative Planning | 17,036 | $1.75M | 0.0% | +33.5% | 0.020% | |
10/10/2024 | Next Level Private LLC | 2,000 | $206K | 0.1% | N/A | 0.002% | |
10/8/2024 | Park Place Capital Corp | 1,559 | $161K | 0.0% | +76.6% | 0.002% | |
10/3/2024 | Park Avenue Securities LLC | 3,811 | $392K | 0.0% | -15.1% | 0.004% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 2,529 | $260K | 0.0% | -17.0% | 0.003% | |
10/3/2024 | SG Americas Securities LLC | 8,947 | $921K | 0.0% | N/A | 0.010% | |
9/23/2024 | Centaurus Financial Inc. | 55,626 | $5.39M | 0.4% | -3.4% | 0.065% | |
8/27/2024 | Clearbridge Investments LLC | 428,684 | $41.51M | 0.0% | -1.0% | 0.502% | |
8/21/2024 | Truist Financial Corp | 8,458 | $819K | 0.0% | +13.0% | 0.010% | |
8/19/2024 | Fiera Capital Corp | 2,558,831 | $248.02M | 0.8% | +3.3% | 2.997% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,256 | $122K | 0.0% | +28.6% | 0.001% | |
8/16/2024 | Creative Planning | 12,762 | $1.24M | 0.0% | +70.5% | 0.015% | |
8/16/2024 | Ascent Group LLC | 2,844 | $275K | 0.0% | N/A | 0.003% | |
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8/15/2024 | Mackenzie Financial Corp | 2,134,228 | $206.81M | 0.3% | +4.5% | 2.500% | |
8/15/2024 | The Manufacturers Life Insurance Company | 584,232 | $56.52M | 0.1% | +0.6% | 0.684% | |
8/15/2024 | Millennium Management LLC | 98,788 | $9.57M | 0.0% | -9.9% | 0.116% | |
8/15/2024 | APG Asset Management N.V. | 9,800 | $886K | 0.0% | N/A | 0.011% | |
8/15/2024 | Toronto Dominion Bank | 110,599 | $10.71M | 0.0% | +16.7% | 0.130% | |
8/14/2024 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 47,989 | $4.65M | 0.0% | -13.5% | 0.056% | |
8/14/2024 | Bank of Montreal Can | 1,545,027 | $147.43M | 0.1% | +1.4% | 1.810% | |
8/14/2024 | 1832 Asset Management L.P. | 236,261 | $22.88M | 0.0% | +0.9% | 0.277% | |
8/14/2024 | Mount Yale Investment Advisors LLC | 8,233 | $797K | 0.1% | N/A | 0.010% | |
8/13/2024 | Thrivent Financial for Lutherans | 241,787 | $23.41M | 0.0% | -2.9% | 0.283% | |
8/13/2024 | Sei Investments Co. | 222,489 | $21.55M | 0.0% | +18.8% | 0.261% | |
8/13/2024 | Canada Pension Plan Investment Board | 148,151 | $14.35M | 0.0% | +59.2% | 0.174% | |
8/13/2024 | Granite Investment Partners LLC | 210,466 | $20.38M | 0.8% | -36.8% | 0.247% | |
8/13/2024 | Public Employees Retirement Association of Colorado | 296,796 | $28.74M | 0.1% | +5.9% | 0.348% | |
8/12/2024 | Intech Investment Management LLC | 7,537 | $730K | 0.0% | -24.6% | 0.009% | |
8/12/2024 | Hsbc Holdings PLC | 5,948 | $579K | 0.0% | -88.9% | 0.007% | |
8/12/2024 | Blair William & Co. IL | 353,949 | $34.28M | 0.1% | +2.7% | 0.415% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 9,067 | $877K | 0.0% | +18.9% | 0.011% | |
8/10/2024 | Wealth Alliance | 2,203 | $213K | 0.0% | N/A | 0.003% | |
8/9/2024 | Primecap Management Co. CA | 2,238,553 | $216.78M | 0.2% | -2.2% | 2.622% | |
8/9/2024 | Renaissance Technologies LLC | 366,200 | $35.46M | 0.1% | -14.9% | 0.429% | |
8/9/2024 | Dimensional Fund Advisors LP | 111,351 | $10.78M | 0.0% | +9.5% | 0.130% | |
8/9/2024 | Massachusetts Financial Services Co. MA | 460,863 | $44.63M | 0.0% | -5.5% | 0.540% | |
8/9/2024 | Herald Investment Management Ltd | 230,000 | $22.24M | 3.6% | -4.2% | 0.269% | |
8/8/2024 | Envestnet Asset Management Inc. | 250,665 | $24.27M | 0.0% | +53.2% | 0.294% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 48,348 | $4.68M | 0.1% | +81.6% | 0.057% | |
8/8/2024 | William Blair Investment Management LLC | 212,806 | $20.61M | 0.1% | N/A | 0.249% | |
8/8/2024 | DekaBank Deutsche Girozentrale | 6,777 | $655K | 0.0% | +6.2% | 0.008% | |
8/8/2024 | Nicholas Investment Partners LP | 92,282 | $8.94M | 0.9% | +0.8% | 0.108% | |
8/8/2024 | Forsta AP Fonden | 1,100 | $107K | 0.0% | -78.8% | 0.001% | |
8/8/2024 | American Century Companies Inc. | 243,985 | $23.64M | 0.0% | +65.4% | 0.286% | |
8/7/2024 | AGF Management Ltd. | 74,077 | $7.18M | 0.0% | +1.4% | 0.087% | |
8/7/2024 | Daiwa Securities Group Inc. | 2,330 | $226K | 0.0% | -4.9% | 0.003% | |
8/7/2024 | Andra AP fonden | 800 | $77K | 0.0% | N/A | 0.001% | |
8/7/2024 | Wedbush Securities Inc. | 3,394 | $329K | 0.0% | N/A | 0.004% | |
8/6/2024 | Triasima Portfolio Management inc. | 253,849 | $24.58M | 2.2% | +90.1% | 0.297% | |
8/6/2024 | Acadian Asset Management LLC | 41,300 | $4M | 0.0% | -30.0% | 0.048% | |
8/6/2024 | Norden Group LLC | 3,604 | $349K | 0.1% | N/A | 0.004% | |
8/5/2024 | Parkside Financial Bank & Trust | 1,417 | $137K | 0.0% | +18.3% | 0.002% | |
8/5/2024 | Summit Creek Advisors LLC | 258,254 | $25.01M | 3.4% | -18.3% | 0.302% | |
8/3/2024 | National Bank of Canada FI | 142,749 | $13.76M | 0.0% | -15.1% | 0.167% | |
8/3/2024 | TD Asset Management Inc | 792,280 | $76.74M | 0.1% | -3.4% | 0.928% | |
8/1/2024 | Fiera Capital Corp | 2,558,831 | $248.02M | 0.8% | +3.3% | 2.997% | |
8/1/2024 | CIBC Asset Management Inc | 119,809 | $11.60M | 0.0% | +7.9% | 0.140% | |
8/1/2024 | Pembroke Management LTD | 125,984 | $12.20M | 1.7% | -3.2% | 0.148% | |
8/1/2024 | Natixis Advisors LLC | 71,857 | $6.96M | 0.0% | +191.9% | 0.084% | |
7/31/2024 | Intact Investment Management Inc. | 630 | $61K | 0.0% | N/A | 0.001% | |
7/30/2024 | Hantz Financial Services Inc. | 108,456 | $10.50M | 0.2% | N/A | 0.127% | |
7/30/2024 | Signaturefd LLC | 2,164 | $210K | 0.0% | +42.7% | 0.003% | |
7/29/2024 | Principal Financial Group Inc. | 274,103 | $26.55M | 0.0% | +12.4% | 0.321% | |
Countdown to the biggest trade of my 25 yr career (Ad) Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview…
Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025. Click here to see the surprising reason why |
7/29/2024 | Tobam | 774 | $75K | 0.0% | -45.6% | 0.001% | |
7/29/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 46,822 | $4.54M | 0.0% | +224.8% | 0.055% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 1,194 | $116K | 0.0% | +143.7% | 0.001% | |
7/29/2024 | Whittier Trust Co. | 8,515 | $825K | 0.0% | +10.3% | 0.010% | |
7/26/2024 | Conestoga Capital Advisors LLC | 3,116,109 | $301.76M | 4.5% | +2.2% | 3.650% | |
7/26/2024 | K.J. Harrison & Partners Inc | 4,000 | $387K | 0.1% | -20.0% | 0.005% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 593,906 | $57.51M | 0.1% | +8.7% | 0.696% | |
7/26/2024 | Bank of New York Mellon Corp | 99,530 | $9.64M | 0.0% | -7.3% | 0.117% | |
7/25/2024 | MinichMacGregor Wealth Management LLC | 79,954 | $7.74M | 1.9% | +11.0% | 0.094% | |
7/25/2024 | Raymond James Trust N.A. | 4,549 | $441K | 0.0% | -3.4% | 0.005% | |