4/14/2025 | Cetera Trust Company N.A | 11,350 | $229K | 0.1% | +18.8% | 0.002% | |
4/14/2025 | Vert Asset Management LLC | 325,143 | $6.57M | 2.3% | +6.9% | 0.046% | |
4/14/2025 | Park Avenue Securities LLC | 31,453 | $636K | 0.0% | +27.3% | 0.004% | |
4/14/2025 | Kraematon Investment Advisors Inc. | 13,198 | $267K | 0.3% | -8.0% | 0.002% | |
4/14/2025 | Clean Yield Group | 254,324 | $5.14M | 1.7% | -2.8% | 0.036% | |
4/11/2025 | Harrington Investments INC | 39,667 | $802K | 0.5% | +5.5% | 0.006% | |
4/11/2025 | E. Ohman J or Asset Management AB | 29,545 | $597K | 0.0% | -18.9% | 0.004% | |
4/10/2025 | Diligent Investors LLC | 21,776 | $440K | 0.1% | -13.6% | 0.003% | |
4/10/2025 | Beacon Financial Group | 13,015 | $263K | 0.0% | -8.7% | 0.002% | |
4/10/2025 | Romano Brothers AND Company | 33,792 | $683K | 0.1% | -10.6% | 0.005% | |
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4/9/2025 | Merit Financial Group LLC | 45,157 | $913K | 0.0% | +80.9% | 0.006% | |
4/9/2025 | Sarasin & Partners LLP | 455,828 | $9.22M | 0.1% | +3.0% | 0.065% | |
4/9/2025 | NBC Securities Inc. | 3,111 | $62K | 0.0% | +103,600.0% | 0.000% | |
4/9/2025 | Future Financial Wealth Managment LLC | 1,500 | $30K | 0.0% | N/A | 0.000% | |
4/9/2025 | Douglas Lane & Associates LLC | 2,792,850 | $56.47M | 0.8% | +8.5% | 0.399% | |
4/9/2025 | Czech National Bank | 160,575 | $3.25M | 0.0% | +5.9% | 0.023% | |
4/9/2025 | Mirador Capital Partners LP | 34,673 | $701K | 0.1% | +4.7% | 0.005% | |
4/8/2025 | Rhumbline Advisers | 1,405,296 | $28.42M | 0.0% | +9.4% | 0.201% | |
4/8/2025 | Fifth Third Wealth Advisors LLC | 22,268 | $450K | 0.0% | +7.7% | 0.003% | |
4/8/2025 | Rothschild Investment LLC | 2,487 | $50K | 0.0% | +73.4% | 0.000% | |
4/8/2025 | Parallel Advisors LLC | 13,980 | $283K | 0.0% | +4.2% | 0.002% | |
4/7/2025 | GAMMA Investing LLC | 529,259 | $107.02M | 0.0% | +1,926.7% | 0.076% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 5,077 | $103K | 0.0% | -10.9% | 0.001% | |
3/24/2025 | Wellington Management Group LLP | 155,777 | $3.16M | 0.0% | +122.8% | 0.022% | |
3/21/2025 | Fairtree Asset Management Pty Ltd | 39,861 | $808K | 0.8% | N/A | 0.006% | |
3/18/2025 | California State Teachers Retirement System | 998,080 | $20.23M | 0.0% | -9.3% | 0.143% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 349,884 | $7.09M | 0.0% | +5.6% | 0.050% | |
3/14/2025 | Lansforsakringar Fondforvaltning AB publ | 237,079 | $4.81M | 0.1% | N/A | 0.034% | |
3/12/2025 | Wealthedge Investment Advisors LLC | 23,609 | $479K | 0.2% | N/A | 0.003% | |
3/4/2025 | Comprehensive Money Management Services LLC | 15,462 | $313K | 0.3% | N/A | 0.002% | |
2/28/2025 | Menard Financial Group LLC | 16,663 | $338K | 0.2% | +11.8% | 0.002% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 1,487,557 | $30.15M | 0.1% | N/A | 0.213% | |
2/28/2025 | Employees Retirement System of Texas | 376,712 | $7.64M | 0.1% | +20.9% | 0.054% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 31,786 | $644K | 0.0% | -4.2% | 0.005% | |
2/25/2025 | Shufro Rose & Co. LLC | 32,990 | $669K | 0.1% | -18.0% | 0.005% | |
2/20/2025 | Mackenzie Financial Corp | 85,461 | $1.73M | 0.0% | +229.5% | 0.012% | |
2/19/2025 | Toronto Dominion Bank | 463,115 | $9.39M | 0.0% | +32.3% | 0.066% | |
2/19/2025 | GF Fund Management CO. LTD. | 12,707 | $258K | 0.0% | N/A | 0.002% | |
2/19/2025 | CTC Alternative Strategies Ltd. | 11,305 | $229K | 0.3% | N/A | 0.002% | |
2/19/2025 | Public Employees Retirement System of Ohio | 1,246,377 | $25.26M | 0.1% | -2.5% | 0.178% | |
Tariffs. Volatility. Fear. Here’s the Plan. (Ad) Wall Street's panicking over tariffs.
Volatility's back with a vengeance.
If you've been glued to the headlines, I get it.
The financial media is screaming — and the fear is real.
But let's be clear: Hitting the refresh button won't protect your portfolio. Having a plan will. Because in a moment like this, clarity is everything. And once you have it…the fear loses its grip. |
2/18/2025 | MidWestOne Financial Group Inc. | 82,295 | $1.67M | 0.2% | +20.0% | 0.012% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,346,698 | $27.30M | 0.0% | -82.5% | 0.193% | |
2/17/2025 | USS Investment Management Ltd | 177,557 | $3.60M | 0.0% | -33.4% | 0.025% | |
2/17/2025 | Worldquant Millennium Advisors LLC | 1,011,858 | $20.51M | 0.1% | +14.6% | 0.145% | |
2/17/2025 | Woodline Partners LP | 41,824 | $848K | 0.0% | N/A | 0.006% | |
2/17/2025 | Zurich Insurance Group Ltd FI | 1,185,069 | $24.02M | 0.2% | -33.5% | 0.169% | |
2/17/2025 | Vident Advisory LLC | 87,790 | $1.78M | 0.0% | -21.9% | 0.013% | |
2/17/2025 | Sophron Capital Management L.P. | 229,940 | $4.66M | 1.8% | N/A | 0.033% | |
2/17/2025 | Westwood Holdings Group Inc. | 52,334 | $1.06M | 0.0% | -5.8% | 0.007% | |
2/17/2025 | Squarepoint Ops LLC | 443,912 | $9.00M | 0.0% | +110.2% | 0.063% | |
2/17/2025 | Twinbeech Capital LP | 187,486 | $3.80M | 0.1% | N/A | 0.027% | |
2/17/2025 | Two Sigma Investments LP | 17,753 | $360K | 0.0% | -40.4% | 0.003% | |
2/17/2025 | Two Sigma Advisers LP | 280,764 | $5.69M | 0.0% | N/A | 0.040% | |
2/17/2025 | Tidal Investments LLC | 20,187 | $409K | 0.0% | -70.9% | 0.003% | |
2/17/2025 | State of Wyoming | 9,153 | $186K | 0.0% | +113.6% | 0.001% | |
2/17/2025 | Toronto Dominion Bank | 463,115 | $9.39M | 0.0% | +32.3% | 0.066% | |
2/17/2025 | Systematic Financial Management LP | 1,472,448 | $29.85M | 0.8% | +3.7% | 0.210% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 23,402 | $474K | 0.0% | -22.1% | 0.003% | |
2/17/2025 | Royal Bank of Canada | 1,080,999 | $21.91M | 0.0% | +52.5% | 0.155% | |
2/17/2025 | Rafferty Asset Management LLC | 92,031 | $1.87M | 0.0% | -8.0% | 0.013% | |
2/17/2025 | Redwood Investment Management LLC | 91,675 | $1.86M | 0.2% | +4.3% | 0.013% | |
2/17/2025 | Point72 Asia Singapore Pte. Ltd. | 129,022 | $2.62M | 0.7% | +295.8% | 0.018% | |
2/17/2025 | Resolution Capital Ltd | 6,057,961 | $122.80M | 2.2% | N/A | 0.866% | |
2/17/2025 | Point72 Asset Management L.P. | 352,339 | $7.14M | 0.0% | +197.3% | 0.050% | |
2/17/2025 | ProShare Advisors LLC | 176,001 | $3.57M | 0.0% | +29.8% | 0.025% | |
2/17/2025 | Quadcap Wealth Management LLC | 22,545 | $457K | 0.1% | -7.9% | 0.003% | |
2/17/2025 | Quantinno Capital Management LP | 392,467 | $7.96M | 0.1% | +13.0% | 0.056% | |
2/17/2025 | Mufg Securities Americas Inc. | 10,325 | $209K | 0.0% | N/A | 0.001% | |
2/17/2025 | Man Group plc | 1,507,377 | $30.56M | 0.1% | -38.7% | 0.215% | |
2/17/2025 | Nissay Asset Management Corp Japan ADV | 186,305 | $3.74M | 0.0% | +0.8% | 0.027% | |
2/17/2025 | Nomura Holdings Inc. | 104,252 | $2.11M | 0.0% | N/A | 0.015% | |
2/17/2025 | NorthRock Partners LLC | 13,277 | $269K | 0.0% | N/A | 0.002% | |
2/17/2025 | Nuveen Asset Management LLC | 7,400,886 | $150.02M | 0.0% | +5.4% | 1.058% | |
2/17/2025 | OMERS ADMINISTRATION Corp | 87,869 | $1.78M | 0.0% | -27.2% | 0.013% | |
2/17/2025 | Measured Risk Portfolios Inc. | 79,888 | $1.62M | 1.7% | N/A | 0.011% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 57,951 | $1.18M | 0.0% | +9.3% | 0.008% | |
2/17/2025 | Lazard Asset Management LLC | 89,014 | $1.80M | 0.0% | +51.6% | 0.013% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 10,141 | $206K | 0.0% | -13.3% | 0.001% | |
2/17/2025 | Lighthouse Investment Partners LLC | 840,000 | $17.03M | 0.6% | +26.3% | 0.120% | |
2/17/2025 | Investment Management Corp of Ontario | 19,413 | $394K | 0.0% | -17.1% | 0.003% | |
2/17/2025 | Janus Henderson Group PLC | 79,403 | $1.61M | 0.0% | +2.1% | 0.011% | |
2/17/2025 | Hudson Bay Capital Management LP | 839,518 | $17.02M | 0.1% | +42.3% | 0.120% | |
2/17/2025 | Gotham Asset Management LLC | 123,500 | $2.50M | 0.0% | -4.3% | 0.018% | |
2/17/2025 | Focus Partners Wealth | 52,282 | $1.06M | 0.0% | -42.3% | 0.007% | |
2/17/2025 | Ensign Peak Advisors Inc | 223,148 | $4.52M | 0.0% | +1.6% | 0.032% | |
2/17/2025 | Ethic Inc. | 100,503 | $2.04M | 0.0% | +56.4% | 0.014% | |
2/17/2025 | FJ Capital Management LLC | 17,939 | $364K | 0.0% | N/A | 0.003% | |
2/17/2025 | Deutsche Bank AG | 8,459,762 | $171.48M | 0.1% | -3.9% | 1.209% | |
2/17/2025 | CoreCap Advisors LLC | 2,348 | $48K | 0.0% | -23.4% | 0.000% | |
2/17/2025 | Crestline Management LP | 207,118 | $4.20M | 0.1% | N/A | 0.030% | |
Tariffs. Volatility. Fear. Here’s the Plan. (Ad) Wall Street's panicking over tariffs.
Volatility's back with a vengeance.
If you've been glued to the headlines, I get it.
The financial media is screaming — and the fear is real.
But let's be clear: Hitting the refresh button won't protect your portfolio. Having a plan will. Because in a moment like this, clarity is everything. And once you have it…the fear loses its grip. |
2/17/2025 | Cubist Systematic Strategies LLC | 342,268 | $6.94M | 0.0% | +23.4% | 0.049% | |
2/17/2025 | Cetera Investment Advisers | 207,298 | $4.20M | 0.0% | +98.2% | 0.030% | |
2/17/2025 | Centiva Capital LP | 35,109 | $712K | 0.0% | -4.3% | 0.005% | |
2/17/2025 | BROOKFIELD Corp ON | 1,278,619 | $25.92M | 0.2% | -11.4% | 0.183% | |
2/17/2025 | Brevan Howard Capital Management LP | 19,031 | $386K | 0.0% | +66.7% | 0.003% | |
2/17/2025 | Bridgefront Capital LLC | 10,908 | $221K | 0.1% | -40.7% | 0.002% | |
2/17/2025 | Captrust Financial Advisors | 76,695 | $1.56M | 0.0% | -4.7% | 0.011% | |
2/17/2025 | Balyasny Asset Management L.P. | 42,244 | $856K | 0.0% | -98.4% | 0.006% | |
2/17/2025 | Baird Financial Group Inc. | 125,124 | $2.54M | 0.0% | +350.4% | 0.018% | |
2/17/2025 | Bamco Inc. NY | 138,220 | $2.80M | 0.0% | -53.9% | 0.020% | |