1/17/2025 | Mutual Advisors LLC | 10,868 | $167K | 0.0% | -10.1% | 0.004% | |
1/17/2025 | Janney Montgomery Scott LLC | 115,058 | $1.74M | 0.0% | +30.3% | 0.044% | |
1/17/2025 | Kelleher Financial Advisors | 23,052 | $349K | 0.1% | +130.4% | 0.009% | |
1/17/2025 | Albion Financial Group UT | 109,828 | $1.67M | 0.1% | -3.6% | 0.042% | |
1/17/2025 | Simon Quick Advisors LLC | 82,059 | $1.24M | 0.1% | +6.1% | 0.031% | |
1/16/2025 | Amplius Wealth Advisors LLC | 50,231 | $761K | 0.1% | +4.2% | 0.019% | |
1/16/2025 | Prairiewood Capital LLC | 310,700 | $4.71M | 2.0% | -2.2% | 0.118% | |
1/16/2025 | Mandatum Life Insurance Co Ltd | 40,816 | $619K | 0.2% | +5.1% | 0.015% | |
1/16/2025 | Romano Brothers AND Company | 12,125 | $184K | 0.0% | -12.6% | 0.005% | |
1/15/2025 | HB Wealth Management LLC | 253,913 | $3.85M | 0.0% | +7.5% | 0.096% | |
|
1/15/2025 | Shikiar Asset Management Inc. | 455,730 | $6.91M | 1.8% | +1.5% | 0.172% | |
1/15/2025 | Border to Coast Pensions Partnership Ltd | 1,000,000 | $15.15M | 0.3% | -16.7% | 0.378% | |
1/15/2025 | RDA Financial Network | 34,312 | $520K | 0.2% | +9.4% | 0.013% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 245,619 | $3.72M | 0.2% | +4.0% | 0.093% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 45,643 | $692K | 0.1% | -14.3% | 0.017% | |
1/14/2025 | Accurate Wealth Management LLC | 32,980 | $491K | 0.1% | N/A | 0.012% | |
1/13/2025 | Pallas Capital Advisors LLC | 28,179 | $427K | 0.0% | N/A | 0.011% | |
1/13/2025 | Adams Asset Advisors LLC | 80,190 | $1.22M | 0.2% | +29.3% | 0.030% | |
1/13/2025 | Eagle Bay Advisors LLC | 183,602 | $2.78M | 1.8% | +82.1% | 0.069% | |
1/8/2025 | International Assets Investment Management LLC | 11,118 | $170K | 0.0% | -93.4% | 0.004% | |
1/6/2025 | Neville Rodie & Shaw Inc. | 62,463 | $947K | 0.1% | +14.5% | 0.024% | |
1/2/2025 | Confluence Investment Management LLC | 347,488 | $5.27M | 0.1% | +0.5% | 0.131% | |
12/26/2024 | JPMorgan Chase & Co. | 2,336,309 | $35.30M | 0.0% | -0.9% | 0.884% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 23,900 | $361K | 0.1% | N/A | 0.009% | |
11/27/2024 | Franklin Resources Inc. | 404,865 | $6.13M | 0.0% | +32.2% | 0.153% | |
11/25/2024 | Tidal Investments LLC | 76,160 | $1.15M | 0.0% | +4.1% | 0.029% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 101,477 | $1.53M | 0.0% | N/A | 0.038% | |
11/25/2024 | Sanctuary Advisors LLC | 71,988 | $1.10M | 0.0% | +1.1% | 0.042% | |
11/21/2024 | Anchor Investment Management LLC | 274,115 | $4.14M | 0.4% | +195.0% | 0.104% | |
11/19/2024 | TCW Group Inc. | 568,008 | $8.58M | 0.1% | +31.9% | 0.331% | |
11/15/2024 | Barclays PLC | 190,132 | $2.87M | 0.0% | +45.5% | 0.072% | |
11/15/2024 | LRI Investments LLC | 117,005 | $1.80M | 0.2% | N/A | 0.068% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 27,618 | $417K | 0.0% | -48.5% | 0.016% | |
11/15/2024 | Northeast Financial Consultants Inc | 2,648,321 | $40.02M | 1.7% | +25.9% | 1.544% | |
11/15/2024 | XTX Topco Ltd | 33,154 | $501K | 0.0% | N/A | 0.019% | |
11/15/2024 | EP Wealth Advisors LLC | 186,618 | $2.82M | 0.0% | +0.9% | 0.109% | |
11/15/2024 | Jane Street Group LLC | 74,891 | $1.13M | 0.0% | -70.0% | 0.044% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 82,256 | $1.24M | 0.0% | N/A | 0.048% | |
11/15/2024 | Two Sigma Advisers LP | 791,900 | $11.97M | 0.0% | -34.0% | 0.462% | |
11/15/2024 | Stifel Financial Corp | 400,491 | $6.05M | 0.0% | +30.1% | 0.233% | |
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. |
11/15/2024 | HighTower Advisors LLC | 606,015 | $9.18M | 0.0% | -4.6% | 0.353% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 23,900 | $361K | 0.1% | N/A | 0.014% | |
11/14/2024 | Captrust Financial Advisors | 499,739 | $7.55M | 0.0% | -1.7% | 0.291% | |
11/14/2024 | Rockefeller Capital Management L.P. | 3,073,223 | $46.44M | 0.1% | -23.8% | 1.792% | |
11/14/2024 | BBR Partners LLC | 43,331 | $655K | 0.0% | N/A | 0.025% | |
11/14/2024 | FORA Capital LLC | 38,170 | $577K | 0.1% | N/A | 0.022% | |
11/13/2024 | Freedom Investment Management Inc. | 25,017 | $378K | 0.0% | +12.1% | 0.015% | |
11/13/2024 | BNP Paribas Financial Markets | 86,043 | $1.30M | 0.0% | +517.9% | 0.050% | |
11/13/2024 | Partners Group Holding AG | 1,994,663 | $30.14M | 2.0% | +48.2% | 1.163% | |
11/13/2024 | Quantbot Technologies LP | 3,120 | $47K | 0.0% | -90.7% | 0.002% | |
11/13/2024 | D.A. Davidson & CO. | 251,132 | $3.80M | 0.0% | +12.6% | 0.146% | |
11/13/2024 | The Manufacturers Life Insurance Company | 60,162 | $909K | 0.0% | +70.0% | 0.035% | |
11/13/2024 | Bank of Montreal Can | 233,030 | $3.49M | 0.0% | N/A | 0.136% | |
11/13/2024 | Truvestments Capital LLC | 158,984 | $2.40M | 0.6% | +3.7% | 0.093% | |
11/13/2024 | Dynamic Technology Lab Private Ltd | 30,505 | $461K | 0.0% | -28.0% | 0.018% | |
11/12/2024 | Cerity Partners LLC | 1,638,063 | $24.75M | 0.1% | -5.2% | 0.955% | |
11/12/2024 | M Holdings Securities Inc. | 337,175 | $5.10M | 1.3% | +12.8% | 0.197% | |
11/12/2024 | Citigroup Inc. | 342,728 | $5.18M | 0.0% | +1.7% | 0.200% | |
11/12/2024 | Navellier & Associates Inc. | 18,634 | $282K | 0.0% | -23.9% | 0.011% | |
11/8/2024 | Moors & Cabot Inc. | 38,143 | $576K | 0.0% | +2.3% | 0.022% | |
11/8/2024 | Advisors Asset Management Inc. | 164,591 | $2.49M | 0.0% | +9.5% | 0.096% | |
11/8/2024 | LGT Capital Partners LTD. | 577,189 | $8.72M | 0.3% | N/A | 0.337% | |
11/7/2024 | Tranquility Partners LLC | 350,688 | $5.30M | 1.9% | +1.1% | 0.204% | |
11/7/2024 | Pathstone Holdings LLC | 269,515 | $4.07M | 0.0% | -5.3% | 0.157% | |
11/7/2024 | Quest Partners LLC | 149,970 | $2.27M | 0.2% | +566.8% | 0.087% | |
11/6/2024 | Muzinich & Co. Inc. | 656,641 | $9.92M | 7.0% | +0.8% | 0.383% | |
11/6/2024 | BluePointe Capital Management LLC | 98,785 | $1.49M | 1.0% | -31.8% | 0.058% | |
11/6/2024 | Kovack Advisors Inc. | 24,649 | $372K | 0.0% | -11.6% | 0.014% | |
11/6/2024 | Oppenheimer & Co. Inc. | 10,706 | $162K | 0.0% | N/A | 0.006% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 645,187 | $9.75M | 0.0% | +0.8% | 0.376% | |
11/5/2024 | Baillie Gifford & Co. | 251,639 | $3.80M | 0.0% | -50.3% | 0.147% | |
11/5/2024 | First National Trust Co | 264,177 | $3.99M | 0.2% | N/A | 0.154% | |
11/5/2024 | GSA Capital Partners LLP | 19,217 | $290K | 0.0% | +9.6% | 0.011% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 203,230 | $3.07M | 0.5% | +99.6% | 0.118% | |
11/1/2024 | Atria Investments Inc | 97,163 | $1.47M | 0.0% | +9.3% | 0.057% | |
11/1/2024 | Lindbrook Capital LLC | 3,462,335 | $52.32M | 4.6% | -2.5% | 2.019% | |
11/1/2024 | SpiderRock Advisors LLC | 41,081 | $621K | 0.0% | N/A | 0.024% | |
10/31/2024 | Confluence Investment Management LLC | 345,613 | $5.22M | 0.1% | +2.8% | 0.202% | |
10/30/2024 | Catalina Capital Group LLC | 12,344 | $187K | 0.1% | N/A | 0.007% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 65,920 | $996K | 0.2% | +51.1% | 0.038% | |
10/30/2024 | United Advisor Group LLC | 184,076 | $2.78M | 0.6% | +6.5% | 0.107% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 10,000 | $151K | 0.0% | N/A | 0.006% | |
10/29/2024 | Van ECK Associates Corp | 3,988,219 | $61.46M | 0.1% | +13.5% | 2.325% | |
10/29/2024 | Janney Montgomery Scott LLC | 88,294 | $1.33M | 0.0% | +6.1% | 0.051% | |
10/29/2024 | Chicago Partners Investment Group LLC | 47,216 | $728K | 0.0% | +34.7% | 0.028% | |
10/28/2024 | US Bancorp DE | 10,340 | $156K | 0.0% | -7.2% | 0.006% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 38,531 | $582K | 0.0% | +1.8% | 0.022% | |
10/24/2024 | New World Advisors LLC | 23,407 | $354K | 0.1% | +7.5% | 0.014% | |
10/23/2024 | Allworth Financial LP | 2,340 | $35K | 0.0% | +135.6% | 0.001% | |
10/23/2024 | Grimes & Company Inc. | 24,328 | $368K | 0.0% | N/A | 0.014% | |
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. |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 236,110 | $3.57M | 0.2% | +13.9% | 0.138% | |
10/22/2024 | International Assets Investment Management LLC | 167,993 | $25.38M | 0.0% | +2,083.7% | 0.098% | |
10/22/2024 | Eagle Bay Advisors LLC | 100,815 | $1.52M | 0.6% | +5.1% | 0.059% | |
10/22/2024 | Private Advisor Group LLC | 25,346 | $383K | 0.0% | -17.8% | 0.015% | |
10/22/2024 | Signaturefd LLC | 106,042 | $1.60M | 0.0% | -2.0% | 0.062% | |
10/21/2024 | Foundations Investment Advisors LLC | 15,646 | $236K | 0.0% | +22.2% | 0.009% | |
10/21/2024 | Border to Coast Pensions Partnership Ltd | 1,200,000 | $18.08M | 0.4% | -14.9% | 0.700% | |
10/18/2024 | Embree Financial Group | 11,299 | $171K | 0.0% | N/A | 0.007% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 61,157 | $924K | 0.1% | +36.1% | 0.036% | |
10/16/2024 | Naviter Wealth LLC | 220,359 | $3.33M | 0.5% | +26.5% | 0.128% | |