12/13/2024 | B. Riley Wealth Advisors Inc. | 28,786 | $286K | 0.0% | -5.8% | 0.001% | |
12/10/2024 | DGS Capital Management LLC | 36,394 | $365K | 0.1% | -16.4% | 0.001% | |
11/27/2024 | Franklin Resources Inc. | 61,125 | $592K | 0.0% | +3.7% | 0.002% | |
11/26/2024 | Peapack Gladstone Financial Corp | 11,197 | $112K | 0.0% | -31.3% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 14,158 | $142K | 0.0% | N/A | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 53,610 | $537K | 0.0% | +10.0% | 0.002% | |
|
11/25/2024 | Pine Valley Investments Ltd Liability Co | 13,361 | $134K | 0.0% | N/A | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 437,645 | $4.39M | 0.0% | -19.8% | 0.017% | |
11/15/2024 | M&T Bank Corp | 23,238 | $233K | 0.0% | +16.3% | 0.001% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 12,700 | $127K | 0.0% | N/A | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 13,336 | $134K | 0.0% | +18.9% | 0.001% | |
11/15/2024 | Insigneo Advisory Services LLC | 10,200 | $102K | 0.0% | -34.0% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 778,068 | $7.80M | 0.0% | +34.9% | 0.030% | |
11/15/2024 | Quantinno Capital Management LP | 212,543 | $2.13M | 0.0% | +26.1% | 0.008% | |
11/15/2024 | Parallax Volatility Advisers L.P. | 59,089 | $592K | 0.0% | N/A | 0.002% | |
11/15/2024 | Integrated Wealth Concepts LLC | 51,262 | $514K | 0.0% | -14.2% | 0.002% | |
11/15/2024 | Hotchkis & Wiley Capital Management LLC | 360,670 | $3.61M | 0.0% | -97.9% | 0.014% | |
11/15/2024 | HighTower Advisors LLC | 407,898 | $4.09M | 0.0% | +21.3% | 0.016% | |
11/15/2024 | Hilltop Holdings Inc. | 13,294 | $133K | 0.0% | N/A | 0.001% | |
11/15/2024 | Ascent Group LLC | 19,839 | $199K | 0.0% | +29.3% | 0.001% | |
11/15/2024 | Point72 Asia Singapore Pte. Ltd. | 9,651 | $97K | 0.0% | +627.3% | 0.000% | |
11/14/2024 | Goldentree Asset Management LP | 3,283,292 | $32.90M | 2.6% | +1.9% | 0.126% | |
11/14/2024 | Capstone Investment Advisors LLC | 25,129 | $252K | 0.0% | -64.7% | 0.001% | |
11/14/2024 | Rockefeller Capital Management L.P. | 649,455 | $6.51M | 0.0% | -16.3% | 0.025% | |
11/14/2024 | Clifford Capital Partners LLC | 1,946,219 | $19.50M | 3.9% | -3.3% | 0.074% | |
11/13/2024 | Glenmede Trust Co. NA | 18,586 | $186K | 0.0% | -22.4% | 0.001% | |
11/13/2024 | Bridgewater Associates LP | 210,210 | $2.11M | 0.0% | +233.0% | 0.008% | |
11/13/2024 | Townsquare Capital LLC | 44,431 | $445K | 0.0% | +58.2% | 0.002% | |
11/13/2024 | BNP Paribas Financial Markets | 28,186 | $282K | 0.0% | -38.9% | 0.001% | |
11/13/2024 | FMR LLC | 1,835,411 | $18.39M | 0.0% | +12.4% | 0.070% | |
11/13/2024 | Bank of Montreal Can | 4,277,581 | $43.16M | 0.0% | +12.4% | 0.164% | |
11/13/2024 | Hancock Whitney Corp | 26,459 | $265K | 0.0% | -32.5% | 0.001% | |
11/13/2024 | DRW Securities LLC | 66,256 | $664K | 0.0% | +2.2% | 0.003% | |
11/13/2024 | Fisher Asset Management LLC | 17,064 | $171K | 0.0% | N/A | 0.001% | |
11/12/2024 | Pitcairn Co. | 15,432 | $155K | 0.0% | +10.4% | 0.001% | |
11/12/2024 | Cerity Partners LLC | 93,596 | $938K | 0.0% | +178.6% | 0.004% | |
11/12/2024 | Citigroup Inc. | 1,658,345 | $16.62M | 0.0% | +1.3% | 0.063% | |
11/12/2024 | Raymond James Trust N.A. | 31,468 | $315K | 0.0% | -8.1% | 0.001% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 157,023 | $1.57M | 0.0% | +25.4% | 0.006% | |
11/8/2024 | Moors & Cabot Inc. | 112,538 | $1.13M | 0.1% | +34.4% | 0.004% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Starting with what I call Exec. Order 001.
It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office... I put all the details together for you here — but please hurry. |
11/8/2024 | Advisors Asset Management Inc. | 111,808 | $1.12M | 0.0% | +9.5% | 0.004% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 157,639 | $1.58M | 0.0% | +46.5% | 0.006% | |
11/8/2024 | Prospera Private Wealth LLC | 22,267 | $223K | 0.0% | +28.1% | 0.001% | |
11/7/2024 | Caprock Group LLC | 144,014 | $1.44M | 0.1% | +4.0% | 0.006% | |
11/7/2024 | Baron Wealth Management LLC | 21,061 | $211K | 0.1% | N/A | 0.001% | |
11/7/2024 | Equity Investment Corp | 15,903 | $159K | 0.0% | -15.5% | 0.001% | |
11/6/2024 | Natixis Advisors LLC | 151,771 | $1.52M | 0.0% | +46.0% | 0.006% | |
11/6/2024 | Euro Pacific Asset Management LLC | 49,580 | $498K | 0.1% | -4.4% | 0.002% | |
11/6/2024 | Meridian Investment Counsel Inc. | 24,643 | $247K | 0.1% | -33.0% | 0.001% | |
11/6/2024 | Empowered Funds LLC | 290,057 | $2.91M | 0.0% | +3.0% | 0.011% | |
11/6/2024 | Planning Capital Management Corp | 24,921 | $250K | 0.2% | -41.9% | 0.001% | |
11/6/2024 | D Orazio & Associates Inc. | 24,659 | $247K | 0.0% | +77.8% | 0.001% | |
11/6/2024 | Oppenheimer & Co. Inc. | 942,179 | $9.44M | 0.1% | +1,119.6% | 0.036% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 4,963,251 | $49.73M | 0.6% | -0.4% | 0.190% | |
11/6/2024 | MQS Management LLC | 23,521 | $236K | 0.1% | N/A | 0.001% | |
11/5/2024 | Aptus Capital Advisors LLC | 14,925 | $150K | 0.0% | N/A | 0.001% | |
11/5/2024 | Apollon Wealth Management LLC | 17,072 | $171K | 0.0% | +7.6% | 0.001% | |
11/4/2024 | Crossmark Global Holdings Inc. | 193,845 | $1.94M | 0.0% | +18.5% | 0.007% | |
11/4/2024 | Tyler Stone Wealth Management | 34,315 | $344K | 0.1% | +106.7% | 0.001% | |
11/1/2024 | Atria Investments Inc | 775,200 | $7.77M | 0.1% | +4.0% | 0.030% | |
11/1/2024 | Equitable Trust Co. | 44,448 | $445K | 0.0% | -9.7% | 0.002% | |
10/31/2024 | Concurrent Investment Advisors LLC | 13,135 | $132K | 0.0% | N/A | 0.001% | |
10/30/2024 | HF Advisory Group LLC | 153,685 | $1.54M | 0.7% | +5.8% | 0.006% | |
10/30/2024 | QRG Capital Management Inc. | 424,129 | $4.25M | 0.0% | +5.3% | 0.016% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,206,320 | $12.09M | 0.0% | +3.1% | 0.046% | |
10/29/2024 | Fullcircle Wealth LLC | 64,655 | $617K | 0.3% | +21.1% | 0.002% | |
10/28/2024 | Stephens Inc. AR | 39,452 | $395K | 0.0% | -8.3% | 0.002% | |
10/28/2024 | US Bancorp DE | 131,685 | $1.32M | 0.0% | +79.0% | 0.005% | |
10/28/2024 | Tevis Investment Management | 125,254 | $1.26M | 0.9% | +8.2% | 0.005% | |
10/25/2024 | First Trust Direct Indexing L.P. | 27,362 | $274K | 0.0% | -15.7% | 0.001% | |
10/25/2024 | Fidelis Capital Partners LLC | 47,852 | $453K | 0.1% | +11.0% | 0.002% | |
10/24/2024 | Old Port Advisors | 196,341 | $1.97M | 0.5% | -0.5% | 0.008% | |
10/24/2024 | Leuthold Group LLC | 49,192 | $493K | 0.1% | N/A | 0.002% | |
10/24/2024 | PFG Investments LLC | 16,746 | $168K | 0.0% | +43.8% | 0.001% | |
10/24/2024 | Arkadios Wealth Advisors | 25,823 | $259K | 0.0% | N/A | 0.001% | |
10/23/2024 | Mediolanum International Funds Ltd | 8,255,100 | $82.72M | 1.1% | N/A | 0.306% | |
10/23/2024 | DORCHESTER WEALTH MANAGEMENT Co | 61,131 | $613K | 0.1% | +24.9% | 0.002% | |
10/23/2024 | CENTRAL TRUST Co | 5,516 | $55K | 0.0% | +37.8% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 74,965 | $7.48M | 0.0% | N/A | 0.003% | |
10/22/2024 | Private Advisor Group LLC | 66,492 | $666K | 0.0% | +4.9% | 0.002% | |
10/22/2024 | Leo Wealth LLC | 143,686 | $1.44M | 0.1% | +10.6% | 0.005% | |
10/22/2024 | Sequoia Financial Advisors LLC | 10,084 | $101K | 0.0% | N/A | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 13,134 | $132K | 0.0% | +20.8% | 0.000% | |
10/18/2024 | Raymond James & Associates | 1,127,361 | $11.30M | 0.0% | -3.1% | 0.042% | |
10/18/2024 | Blue Trust Inc. | 16,056 | $161K | 0.0% | +71.1% | 0.001% | |
10/18/2024 | Accurate Wealth Management LLC | 65,250 | $629K | 0.1% | +152.7% | 0.002% | |
10/18/2024 | Stratos Wealth Advisors LLC | 86,826 | $870K | 0.0% | +2.0% | 0.003% | |
10/16/2024 | Trust Co. of Vermont | 4,700 | $47K | 0.0% | +1,493.2% | 0.000% | |
10/16/2024 | Peoples Financial Services CORP. | 37,319 | $374K | 0.2% | -8.1% | 0.001% | |
10/16/2024 | Verum Partners LLC | 10,172 | $102K | 0.0% | N/A | 0.000% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Starting with what I call Exec. Order 001.
It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office... I put all the details together for you here — but please hurry. |
10/11/2024 | Creative Planning | 312,109 | $3.13M | 0.0% | +15.6% | 0.012% | |
10/10/2024 | Ritholtz Wealth Management | 571,633 | $5.73M | 0.2% | +51.4% | 0.021% | |
10/10/2024 | First Affirmative Financial Network | 22,895 | $229K | 0.1% | +64.3% | 0.001% | |
10/10/2024 | Valeo Financial Advisors LLC | 20,828 | $209K | 0.0% | +18.4% | 0.001% | |
10/9/2024 | UMB Bank n.a. | 3,145 | $32K | 0.0% | -29.4% | 0.000% | |
10/8/2024 | CWM LLC | 26,743 | $268K | 0.0% | -13.4% | 0.001% | |
10/8/2024 | Atomi Financial Group Inc. | 25,609 | $257K | 0.0% | -10.6% | 0.001% | |
10/8/2024 | Bridge Creek Capital Management LLC | 101,908 | $1.02M | 0.3% | -1.7% | 0.004% | |
10/8/2024 | Clean Yield Group | 431,146 | $4.32M | 1.4% | -25.7% | 0.016% | |
10/8/2024 | Aprio Wealth Management LLC | 35,821 | $359K | 0.1% | +8.0% | 0.001% | |