1/22/2025 | Perigon Wealth Management LLC | 2,237 | $223K | 0.0% | N/A | 0.002% | |
1/22/2025 | Nilsine Partners LLC | 11,958 | $1.15M | 0.1% | +23.8% | 0.009% | |
1/22/2025 | Parsons Capital Management Inc. RI | 70,975 | $6.80M | 0.4% | +129.1% | 0.051% | |
1/22/2025 | Pacer Advisors Inc. | 25,656 | $2.46M | 0.0% | +26.7% | 0.019% | |
1/22/2025 | KBC Group NV | 35,689 | $3.42M | 0.0% | +787.8% | 0.026% | |
1/22/2025 | Blue Trust Inc. | 3,583 | $343K | 0.0% | +3.8% | 0.003% | |
1/21/2025 | First Citizens Bank & Trust Co. | 3,694 | $354K | 0.0% | +16.2% | 0.003% | |
1/21/2025 | Impact Partnership Wealth LLC | 5,763 | $552K | 0.1% | +30.9% | 0.004% | |
1/21/2025 | Carmel Capital Management L.L.C. | 121,045 | $11.59M | 4.4% | -2.2% | 0.087% | |
1/17/2025 | Avior Wealth Management LLC | 1,612 | $154K | 0.0% | -52.6% | 0.001% | |
|
1/17/2025 | Janney Montgomery Scott LLC | 22,633 | $2.17M | 0.0% | -23.5% | 0.016% | |
1/17/2025 | SG Americas Securities LLC | 1,324 | $127K | 0.0% | -32.6% | 0.001% | |
1/17/2025 | Nisa Investment Advisors LLC | 96,159 | $9.21M | 0.0% | +22.0% | 0.069% | |
1/17/2025 | Atomi Financial Group Inc. | 4,272 | $409K | 0.0% | +11.5% | 0.003% | |
1/17/2025 | Perpetual Ltd | 5,423 | $519K | 0.0% | -49.1% | 0.004% | |
1/16/2025 | Crossmark Global Holdings Inc. | 10,171 | $974K | 0.0% | +3.4% | 0.007% | |
1/16/2025 | ZWJ Investment Counsel Inc. | 215,686 | $20.65M | 0.9% | -0.4% | 0.156% | |
1/16/2025 | UMB Bank n.a. | 662 | $63K | 0.0% | +83.4% | 0.000% | |
1/15/2025 | HB Wealth Management LLC | 2,676 | $256K | 0.0% | N/A | 0.002% | |
1/15/2025 | Wedge Capital Management L L P NC | 47,289 | $4.53M | 0.1% | -26.9% | 0.034% | |
1/15/2025 | Avanza Fonder AB | 10,631 | $1.02M | 0.0% | N/A | 0.008% | |
1/15/2025 | Gateway Investment Advisers LLC | 6,724 | $644K | 0.0% | -3.1% | 0.005% | |
1/14/2025 | Park Avenue Securities LLC | 4,483 | $429K | 0.0% | +49.1% | 0.003% | |
1/14/2025 | Assenagon Asset Management S.A. | 132,980 | $12.73M | 0.0% | N/A | 0.096% | |
1/14/2025 | Oak Thistle LLC | 2,335 | $224K | 0.1% | -68.5% | 0.002% | |
1/14/2025 | 180 Wealth Advisors LLC | 11,617 | $1.11M | 0.2% | +1.2% | 0.008% | |
1/13/2025 | Wedmont Private Capital | 4,511 | $422K | 0.0% | +6.9% | 0.003% | |
1/10/2025 | Harbor Capital Advisors Inc. | 1,820 | $174K | 0.0% | -16.0% | 0.001% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 4,611 | $442K | 0.0% | +5.6% | 0.003% | |
1/6/2025 | Nordea Investment Management AB | 54,851 | $5.28M | 0.0% | +108.5% | 0.040% | |
1/3/2025 | Everence Capital Management Inc. | 3,480 | $333K | 0.0% | N/A | 0.003% | |
1/3/2025 | GAMMA Investing LLC | 3,514 | $337K | 0.0% | +12.0% | 0.003% | |
12/26/2024 | JPMorgan Chase & Co. | 351,782 | $29.11M | 0.0% | -8.7% | 0.254% | |
12/19/2024 | Principal Financial Group Inc. | 1,820,744 | $150.65M | 0.1% | -5.8% | 1.313% | |
12/13/2024 | Lord Abbett & CO. LLC | 1,552,028 | $128.41M | 0.4% | +6.2% | 1.120% | |
12/6/2024 | Retirement Systems of Alabama | 381,755 | $31.59M | 0.1% | -0.9% | 0.275% | |
11/27/2024 | Franklin Resources Inc. | 42,552 | $3.80M | 0.0% | +21.9% | 0.031% | |
11/25/2024 | Tidal Investments LLC | 23,674 | $1.96M | 0.0% | +7.1% | 0.017% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 316 | $26K | 0.0% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 66,633 | $5.51M | 0.1% | N/A | 0.048% | |
A deadly mistake in my prediction… (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. |
11/25/2024 | Sanctuary Advisors LLC | 22,893 | $1.89M | 0.0% | -17.1% | 0.017% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 45,142 | $3.74M | 0.0% | -2.6% | 0.033% | |
11/18/2024 | Coldstream Capital Management Inc. | 8,901 | $738K | 0.0% | -5.0% | 0.006% | |
11/16/2024 | Geode Capital Management LLC | 2,608,132 | $216.44M | 0.0% | +4.9% | 1.881% | |
11/15/2024 | Vestcor Inc | 11,383 | $942K | 0.0% | +6.9% | 0.008% | |
11/15/2024 | M&T Bank Corp | 29,077 | $2.41M | 0.0% | +3.8% | 0.021% | |
11/15/2024 | Barclays PLC | 145,310 | $12.02M | 0.0% | +12.2% | 0.105% | |
11/15/2024 | Public Employees Retirement System of Ohio | 71,035 | $5.88M | 0.0% | -11.3% | 0.051% | |
11/15/2024 | Orion Portfolio Solutions LLC | 11,327 | $937K | 0.0% | +25.9% | 0.008% | |
11/15/2024 | National Bank of Canada FI | 72,245 | $5.98M | 0.0% | N/A | 0.052% | |
11/15/2024 | EP Wealth Advisors LLC | 9,689 | $802K | 0.0% | +1.5% | 0.007% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 3,550 | $294K | 0.0% | N/A | 0.003% | |
11/15/2024 | Wellington Management Group LLP | 17,978 | $1.49M | 0.0% | -76.2% | 0.013% | |
11/15/2024 | State Street Corp | 5,314,994 | $439.76M | 0.0% | +1.4% | 3.834% | |
11/15/2024 | Stifel Financial Corp | 21,737 | $1.80M | 0.0% | +2.6% | 0.016% | |
11/15/2024 | Quantinno Capital Management LP | 19,520 | $1.62M | 0.0% | +27.5% | 0.014% | |
11/15/2024 | Quarry LP | 1,006 | $83K | 0.0% | +822.9% | 0.001% | |
11/15/2024 | NFJ Investment Group LLC | 87,772 | $7.26M | 0.2% | -19.2% | 0.063% | |
11/15/2024 | Jacobs Asset Management LLC | 30,000 | $2.48M | 1.6% | +33.3% | 0.022% | |
11/15/2024 | Jacobs Levy Equity Management Inc. | 39,762 | $3.29M | 0.0% | -26.4% | 0.029% | |
11/15/2024 | HighTower Advisors LLC | 10,888 | $900K | 0.0% | +3.7% | 0.008% | |
11/15/2024 | Centiva Capital LP | 14,282 | $1.18M | 0.0% | -52.9% | 0.010% | |
11/15/2024 | Benjamin Edwards Inc. | 4,089 | $339K | 0.0% | N/A | 0.003% | |
11/15/2024 | Erste Asset Management GmbH | 26,583 | $2.17M | 0.0% | N/A | 0.019% | |
11/14/2024 | Edgestream Partners L.P. | 40,937 | $3.39M | 0.1% | -30.8% | 0.030% | |
11/14/2024 | Verition Fund Management LLC | 6,635 | $549K | 0.0% | +61.2% | 0.005% | |
11/14/2024 | Captrust Financial Advisors | 3,016 | $250K | 0.0% | N/A | 0.002% | |
11/14/2024 | Capstone Investment Advisors LLC | 3,759 | $311K | 0.0% | -56.8% | 0.003% | |
11/14/2024 | Infrastructure Capital Advisors LLC | 3,093 | $256K | 0.0% | N/A | 0.002% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 435,774 | $36.06M | 0.0% | -1.9% | 0.314% | |
11/14/2024 | Noesis Capital Mangement Corp | 13,350 | $1.11M | 0.2% | N/A | 0.010% | |
11/14/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 37,911 | $3.14M | 0.0% | +2.4% | 0.027% | |
11/14/2024 | MetLife Investment Management LLC | 71,625 | $5.93M | 0.0% | -2.2% | 0.052% | |
11/13/2024 | Townsquare Capital LLC | 3,662 | $303K | 0.0% | N/A | 0.003% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 950 | $79K | 0.0% | N/A | 0.001% | |
11/13/2024 | BNP Paribas Financial Markets | 44,858 | $3.71M | 0.0% | +58.7% | 0.032% | |
11/13/2024 | Brooklyn Investment Group | 2,180 | $180K | 0.1% | N/A | 0.002% | |
11/13/2024 | Quantbot Technologies LP | 13,355 | $1.11M | 0.0% | N/A | 0.010% | |
11/13/2024 | FMR LLC | 7,882,803 | $652.22M | 0.0% | +1.8% | 5.686% | |
11/13/2024 | The Manufacturers Life Insurance Company | 597,390 | $49.43M | 0.0% | -0.9% | 0.431% | |
11/13/2024 | Bank of Montreal Can | 1,094,879 | $89.27M | 0.0% | -3.0% | 0.790% | |
11/13/2024 | Fisher Asset Management LLC | 687,027 | $56.85M | 0.0% | +0.4% | 0.496% | |
11/12/2024 | Westfield Capital Management Co. LP | 520,656 | $43.08M | 0.2% | +39.9% | 0.376% | |
11/12/2024 | Algert Global LLC | 45,275 | $3.75M | 0.1% | -1.9% | 0.033% | |
11/12/2024 | Cerity Partners LLC | 12,969 | $1.07M | 0.0% | +86.1% | 0.009% | |
11/12/2024 | Citigroup Inc. | 126,560 | $10.47M | 0.0% | -7.1% | 0.091% | |
11/12/2024 | Raymond James Trust N.A. | 7,528 | $623K | 0.0% | +22.6% | 0.005% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 4,231,953 | $350.15M | 0.1% | +2.3% | 3.053% | |
11/12/2024 | Massachusetts Financial Services Co. MA | 2,718,783 | $224.95M | 0.1% | -5.2% | 1.962% | |
11/9/2024 | Intech Investment Management LLC | 35,076 | $2.90M | 0.0% | -36.4% | 0.025% | |
A deadly mistake in my prediction… (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. |
11/8/2024 | Ontario Teachers Pension Plan Board | 4,870 | $403K | 0.0% | +28.1% | 0.004% | |
11/8/2024 | Advisors Asset Management Inc. | 4,566 | $378K | 0.0% | +28.1% | 0.003% | |
11/8/2024 | Jennison Associates LLC | 1,804,288 | $149.29M | 0.1% | +7.3% | 1.302% | |
11/8/2024 | Avior Wealth Management LLC | 3,400 | $281K | 0.0% | +39.9% | 0.002% | |
11/8/2024 | PNC Financial Services Group Inc. | 11,634 | $963K | 0.0% | +4.4% | 0.008% | |
11/8/2024 | B. Metzler seel. Sohn & Co. Holding AG | 50,243 | $4.16M | 0.0% | N/A | 0.036% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 5,355 | $443K | 0.0% | +9.9% | 0.004% | |
11/8/2024 | Prospera Financial Services Inc | 6,618 | $548K | 0.0% | -20.8% | 0.005% | |
11/7/2024 | Meeder Asset Management Inc. | 44,895 | $3.72M | 0.2% | N/A | 0.032% | |
11/7/2024 | Pathstone Holdings LLC | 20,911 | $1.73M | 0.0% | +4.1% | 0.015% | |