3/24/2025 | Wellington Management Group LLP | 32,921 | $2.10M | 0.0% | -6.9% | 0.006% | |
3/18/2025 | California State Teachers Retirement System | 933,099 | $59.50M | 0.1% | -3.3% | 0.169% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 217,729 | $13.89M | 0.0% | +31.6% | 0.039% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 212,715 | $13.57M | 0.4% | +2.4% | 0.039% | |
3/7/2025 | Aegis Wealth Management LLC | 4,243 | $271K | 0.2% | N/A | 0.001% | |
3/5/2025 | Probity Advisors Inc. | 14,004 | $893K | 0.2% | +8.9% | 0.003% | |
3/4/2025 | Birmingham Capital Management Co. Inc. AL | 13,427 | $856K | 0.3% | -9.9% | 0.002% | |
3/4/2025 | Siemens Fonds Invest GmbH | 27,756 | $1.76M | 0.1% | +8.3% | 0.005% | |
2/28/2025 | BridgePort Financial Solutions LLC | 6,438 | $386K | 0.2% | N/A | 0.001% | |
2/28/2025 | Park Square Financial Group LLC | 687 | $44K | 0.0% | N/A | 0.000% | |
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2/28/2025 | Menard Financial Group LLC | 1,228 | $78K | 0.0% | N/A | 0.000% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 736,401 | $46.96M | 0.1% | N/A | 0.134% | |
2/27/2025 | Jefferies Financial Group Inc. | 54,487 | $3.48M | 0.0% | N/A | 0.010% | |
2/25/2025 | Heck Capital Advisors LLC | 600 | $38K | 0.0% | N/A | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 9,007 | $574K | 0.0% | +2.7% | 0.002% | |
2/25/2025 | Shufro Rose & Co. LLC | 20,600 | $1.31M | 0.1% | -26.3% | 0.004% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 10,695 | $629K | 0.2% | N/A | 0.002% | |
2/24/2025 | Great Valley Advisor Group Inc. | 59,800 | $3.81M | 0.1% | +17.0% | 0.011% | |
2/24/2025 | Ameriflex Group Inc. | 1,829 | $110K | 0.1% | N/A | 0.000% | |
2/21/2025 | Ascent Group LLC | 67,000 | $4.27M | 0.3% | +18.4% | 0.012% | |
2/21/2025 | Putney Financial Group LLC | 866 | $55K | 0.0% | N/A | 0.000% | |
2/21/2025 | Vermillion Wealth Management Inc. | 740 | $47K | 0.0% | N/A | 0.000% | |
2/20/2025 | Mackenzie Financial Corp | 479,939 | $30.61M | 0.0% | +5.0% | 0.087% | |
2/20/2025 | Forum Financial Management LP | 8,832 | $563K | 0.0% | +44.7% | 0.002% | |
2/20/2025 | Castlekeep Investment Advisors LLC | 18,703 | $1.19M | 0.2% | N/A | 0.003% | |
2/20/2025 | Peak Retirement Planning Inc. | 12,512 | $798K | 0.5% | N/A | 0.002% | |
2/19/2025 | Toronto Dominion Bank | 297,110 | $18.95M | 0.0% | +0.2% | 0.054% | |
2/19/2025 | Public Employees Retirement System of Ohio | 191,856 | $12.24M | 0.0% | -5.4% | 0.035% | |
2/18/2025 | GTS Securities LLC | 14,042 | $895K | 0.0% | -66.2% | 0.003% | |
2/18/2025 | Fourth Dimension Wealth LLC | 1,735 | $111K | 0.1% | N/A | 0.000% | |
2/18/2025 | Vise Technologies Inc. | 4,945 | $315K | 0.0% | -25.8% | 0.001% | |
2/18/2025 | Retirement Planning Group LLC | 6,302 | $402K | 0.0% | -7.4% | 0.001% | |
2/18/2025 | City National Bank of Florida MSD | 4,634 | $296K | 0.3% | N/A | 0.001% | |
2/18/2025 | Inspire Trust Co. N.A. | 49,000 | $3.13M | 0.8% | +8.9% | 0.009% | |
2/18/2025 | McIlrath & Eck LLC | 2,689 | $171K | 0.0% | -39.2% | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 6,922 | $441K | 0.0% | -79.9% | 0.001% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6,846,576 | $436.61M | 0.1% | +8.9% | 1.242% | |
2/17/2025 | USS Investment Management Ltd | 222,002 | $14.15M | 0.1% | +0.5% | 0.040% | |
2/17/2025 | Voloridge Investment Management LLC | 135,159 | $8.62M | 0.0% | N/A | 0.025% | |
2/17/2025 | Worldquant Millennium Advisors LLC | 36,524 | $2.33M | 0.0% | N/A | 0.007% | |
New “Trump” currency proposed in DC (Ad) A former U.S. Presidential Advisor has come forward with a stern warning to investors:
“Get out of tech, now!”
Jim Rickards is one of the most connected men in Washington. We’ve posted the full recording online, where you can view it free of charge, here. |
2/17/2025 | Wallace Capital Management Inc. | 9,050 | $577K | 0.1% | +43.6% | 0.002% | |
2/17/2025 | Woodline Partners LP | 362,517 | $23.12M | 0.2% | +78.1% | 0.066% | |
2/17/2025 | iSAM Funds UK Ltd | 4,645 | $296K | 0.2% | -58.4% | 0.001% | |
2/17/2025 | Vident Advisory LLC | 9,910 | $632K | 0.0% | +14.5% | 0.002% | |
2/17/2025 | Waters Parkerson & CO. LLC | 246,908 | $15.75M | 0.8% | -0.5% | 0.045% | |
2/17/2025 | WBI Investments LLC | 27,447 | $1.75M | 0.4% | N/A | 0.005% | |
2/17/2025 | St. Clair Advisors LLC | 13,986 | $892K | 0.3% | N/A | 0.003% | |
2/17/2025 | Two Sigma Advisers LP | 554,600 | $35.37M | 0.1% | +8,177.6% | 0.101% | |
2/17/2025 | Two Sigma Investments LP | 805,255 | $51.35M | 0.1% | +280.6% | 0.146% | |
2/17/2025 | Tidal Investments LLC | 55,800 | $3.56M | 0.0% | +4.6% | 0.010% | |
2/17/2025 | State of Wyoming | 7,247 | $462K | 0.1% | +1,517.6% | 0.001% | |
2/17/2025 | Toronto Dominion Bank | 297,110 | $18.95M | 0.0% | +0.2% | 0.054% | |
2/17/2025 | Studio Investment Management LLC | 63,089 | $4.02M | 0.9% | -1.3% | 0.011% | |
2/17/2025 | Snowden Capital Advisors LLC | 80,526 | $5.14M | 0.2% | -5.6% | 0.015% | |
2/17/2025 | Security National Bank of SO Dak | 31,290 | $2.00M | 1.1% | +0.7% | 0.006% | |
2/17/2025 | Sherbrooke Park Advisers LLC | 4,605 | $294K | 0.1% | -71.1% | 0.001% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 810,667 | $51.70M | 0.3% | -4.3% | 0.147% | |
2/17/2025 | Rafferty Asset Management LLC | 48,185 | $3.07M | 0.0% | +12.1% | 0.009% | |
2/17/2025 | Raiffeisen Bank International AG | 168,833 | $10.70M | 0.2% | N/A | 0.031% | |
2/17/2025 | ProShare Advisors LLC | 93,722 | $5.98M | 0.0% | +8.7% | 0.017% | |
2/17/2025 | Quadcap Wealth Management LLC | 4,618 | $295K | 0.0% | -8.6% | 0.001% | |
2/17/2025 | Quantinno Capital Management LP | 218,711 | $13.95M | 0.1% | +553.6% | 0.040% | |
2/17/2025 | Mufg Securities Americas Inc. | 8,196 | $523K | 0.1% | N/A | 0.001% | |
2/17/2025 | Main Street Group LTD | 1,355 | $86K | 0.0% | -14.4% | 0.000% | |
2/17/2025 | Man Group plc | 210,612 | $13.43M | 0.0% | -22.0% | 0.038% | |
2/17/2025 | Nissay Asset Management Corp Japan ADV | 68,642 | $4.39M | 0.0% | -2.8% | 0.012% | |
2/17/2025 | Nomura Holdings Inc. | 24,723 | $1.58M | 0.0% | +261.0% | 0.004% | |
2/17/2025 | NorthRock Partners LLC | 8,565 | $546K | 0.0% | N/A | 0.002% | |
2/17/2025 | Nuveen Asset Management LLC | 1,193,861 | $76.13M | 0.0% | -47.4% | 0.217% | |
2/17/2025 | OMERS ADMINISTRATION Corp | 23,687 | $1.51M | 0.0% | +20.1% | 0.004% | |
2/17/2025 | Measured Risk Portfolios Inc. | 27,253 | $1.74M | 1.8% | N/A | 0.005% | |
2/17/2025 | Minot DeBlois Advisors LLC | 8,335 | $532K | 0.5% | N/A | 0.002% | |
2/17/2025 | New England Asset Management Inc. | 30,170 | $1.92M | 0.3% | -16.2% | 0.005% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 126,237 | $8.05M | 0.0% | +2.4% | 0.023% | |
2/17/2025 | Lazard Asset Management LLC | 229,334 | $14.62M | 0.0% | +411.2% | 0.042% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 19,745 | $1.26M | 0.1% | +17.2% | 0.004% | |
2/17/2025 | Interval Partners LP | 3,785 | $241K | 0.0% | N/A | 0.001% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 8,831 | $563K | 0.2% | N/A | 0.002% | |
2/17/2025 | Janus Henderson Group PLC | 90,678 | $5.78M | 0.0% | +5.9% | 0.016% | |
2/17/2025 | Jefferies Financial Group Inc. | 54,487 | $3.48M | 0.0% | N/A | 0.010% | |
2/17/2025 | Humankind Investments LLC | 7,066 | $451K | 0.1% | +15.4% | 0.001% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 16,551 | $1.06M | 0.1% | +4.8% | 0.003% | |
2/17/2025 | Gen Wealth Partners Inc | 2,220 | $142K | 0.1% | -26.7% | 0.000% | |
2/17/2025 | Gotham Asset Management LLC | 232,214 | $14.81M | 0.1% | +60.4% | 0.042% | |
2/17/2025 | Greenline Partners LLC | 1,217 | $78K | 0.0% | N/A | 0.000% | |
2/17/2025 | Focus Partners Wealth | 695,277 | $44.94M | 0.1% | +75.5% | 0.126% | |
2/17/2025 | Ellevest Inc. | 8,189 | $522K | 0.0% | -11.4% | 0.001% | |
2/17/2025 | Elyxium Wealth LLC | 6,294 | $401K | 0.2% | -6.1% | 0.001% | |
2/17/2025 | Ensign Peak Advisors Inc | 497,291 | $31.71M | 0.1% | +4.6% | 0.090% | |
2/17/2025 | Ethic Inc. | 111,687 | $7.12M | 0.1% | +8.0% | 0.020% | |
New “Trump” currency proposed in DC (Ad) A former U.S. Presidential Advisor has come forward with a stern warning to investors:
“Get out of tech, now!”
Jim Rickards is one of the most connected men in Washington. We’ve posted the full recording online, where you can view it free of charge, here. |
2/17/2025 | Fiduciary Trust Co | 35,426 | $2.26M | 0.0% | -3.2% | 0.006% | |
2/17/2025 | First Manhattan CO. LLC. | 50,634 | $3.23M | 0.0% | -6.5% | 0.009% | |
2/17/2025 | FORA Capital LLC | 30,748 | $1.96M | 0.2% | N/A | 0.006% | |
2/17/2025 | Family Management Corp | 56,949 | $3.63M | 0.6% | +1,320.5% | 0.010% | |
2/17/2025 | Clearline Capital LP | 24,745 | $1.58M | 0.2% | N/A | 0.004% | |
2/17/2025 | Deutsche Bank AG | 3,543,399 | $225.96M | 0.1% | +20.5% | 0.643% | |
2/17/2025 | Deerfield Management Company L.P. Series C | 3,455 | $220K | 0.0% | N/A | 0.001% | |
2/17/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 128,744 | $8.21M | 0.0% | -13.9% | 0.023% | |
2/17/2025 | EP Wealth Advisors LLC | 40,897 | $2.61M | 0.0% | -2.9% | 0.007% | |
2/17/2025 | CoreCap Advisors LLC | 812 | $52K | 0.0% | -54.0% | 0.000% | |