11/18/2024 | Coldstream Capital Management Inc. | 21,785 | $88K | 0.0% | +34.5% | 0.002% | |
11/15/2024 | Public Employees Retirement System of Ohio | 196,859 | $797K | 0.0% | N/A | 0.020% | |
11/15/2024 | Orion Portfolio Solutions LLC | 48,817 | $198K | 0.0% | +24.2% | 0.005% | |
11/15/2024 | Jane Street Group LLC | 231,847 | $939K | 0.0% | -41.8% | 0.023% | |
11/15/2024 | State Street Corp | 628,299 | $2.55M | 0.0% | +1.2% | 0.063% | |
11/13/2024 | BNP Paribas Financial Markets | 62,022 | $251K | 0.0% | -16.9% | 0.006% | |
|
11/13/2024 | FMR LLC | 42,861 | $174K | 0.0% | +38.9% | 0.004% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 1,301,206 | $5.27M | 0.0% | +27.8% | 0.130% | |
11/8/2024 | Avior Wealth Management LLC | 8,697 | $35K | 0.0% | -35.6% | 0.001% | |
11/6/2024 | Wealthstream Advisors Inc. | 15,733 | $64K | 0.0% | N/A | 0.002% | |
10/30/2024 | QRG Capital Management Inc. | 10,305 | $42K | 0.0% | N/A | 0.001% | |
10/25/2024 | First Trust Direct Indexing L.P. | 40,695 | $165K | 0.0% | -9.1% | 0.004% | |
10/22/2024 | Sequoia Financial Advisors LLC | 41,584 | $168K | 0.0% | -26.4% | 0.004% | |
10/18/2024 | Blue Trust Inc. | 183,391 | $756K | 0.0% | +546.6% | 0.018% | |
10/11/2024 | Sivia Capital Partners LLC | 20,281 | $82K | 0.0% | -28.5% | 0.002% | |
9/16/2024 | Cubist Systematic Strategies LLC | 31,668 | $130K | 0.0% | +341.1% | 0.003% | |
8/14/2024 | Cubist Systematic Strategies LLC | 31,668 | $130K | 0.0% | +341.1% | 0.003% | |
8/14/2024 | EverSource Wealth Advisors LLC | 16,411 | $67K | 0.0% | +20.7% | 0.002% | |
8/12/2024 | MQS Management LLC | 14,867 | $61K | 0.0% | N/A | 0.001% | |
8/12/2024 | XTX Topco Ltd | 28,199 | $116K | 0.0% | +130.6% | 0.003% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 86,826 | $351K | 0.0% | +3.8% | 0.009% | |
8/9/2024 | Renaissance Technologies LLC | 113,533 | $468K | 0.0% | N/A | 0.011% | |
8/9/2024 | Dimensional Fund Advisors LP | 3,802,614 | $15.66M | 0.0% | -1.9% | 0.380% | |
8/8/2024 | Inspire Advisors LLC | 36,903 | $152K | 0.0% | +11.6% | 0.004% | |
8/8/2024 | American Century Companies Inc. | 1,170,801 | $4.82M | 0.0% | +5.7% | 0.117% | |
8/6/2024 | Caprock Group LLC | 12,255 | $50K | 0.0% | N/A | 0.001% | |
8/6/2024 | Sivia Capital Partners LLC | 28,382 | $117K | 0.1% | -19.3% | 0.003% | |
8/1/2024 | Rhumbline Advisers | 360,513 | $1.49M | 0.0% | -30.1% | 0.036% | |
8/1/2024 | Natixis Advisors LLC | 54,370 | $224K | 0.0% | N/A | 0.005% | |
8/1/2024 | Drive Wealth Management LLC | 12,240 | $50K | 0.0% | N/A | 0.001% | |
7/18/2024 | Blue Trust Inc. | 28,361 | $116K | 0.0% | +268.3% | 0.003% | |
7/16/2024 | Sequoia Financial Advisors LLC | 56,492 | $233K | 0.0% | -36.4% | 0.006% | |
7/2/2024 | GAMMA Investing LLC | 7,508 | $31K | 0.0% | +45.9% | 0.001% | |
6/11/2024 | EverSource Wealth Advisors LLC | 13,592 | $55K | 0.0% | +101.2% | 0.001% | |
5/10/2024 | Alera Investment Advisors LLC | 14,431 | $59K | 0.0% | +32.2% | 0.001% | |
5/8/2024 | Inspire Advisors LLC | 33,078 | $136K | 0.0% | +21.6% | 0.003% | |
5/2/2024 | PDS Planning Inc | 31,333 | $128K | 0.0% | +20.3% | 0.003% | |
5/1/2024 | BNP Paribas Financial Markets | 79,582 | $326K | 0.0% | +101.2% | 0.008% | |
5/1/2024 | Intelligence Driven Advisers LLC | 31,435 | $129K | 0.0% | +60.3% | 0.003% | |
5/1/2024 | Sequoia Financial Advisors LLC | 88,760 | $364K | 0.0% | +69.8% | 0.009% | |
Trump Wins… But Elon Says Get Ready to Brace (Ad) Trump's back in the White House, ready to hit the gas on America's comeback.
He's taking on the economy with a heavy hand—building up infrastructure, slapping tariffs on imports, and going all-in on U.S. jobs.
But here's the kicker: while Trump's focused on making America stronger, the Washington elite is ready to fight back… Get ahead of the game with 3 proven strategies to protect your retirement from Washington's next mov |
4/30/2024 | HB Wealth Management LLC | 11,123 | $46K | 0.0% | N/A | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 24,209 | $99K | 0.0% | -91.2% | 0.002% | |
4/19/2024 | Sivia Capital Partners LLC | 35,186 | $144K | 0.1% | +33.0% | 0.004% | |
4/15/2024 | Sunbelt Securities Inc. | 7,886 | $32K | 0.0% | N/A | 0.001% | |
4/5/2024 | CWM LLC | 18,073 | $74K | 0.0% | +66.4% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 64,533 | $311K | 0.0% | -5.0% | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 26,454 | $128K | 0.1% | N/A | 0.000% | |
2/13/2024 | Tower Research Capital LLC TRC | 8,984 | $43K | 0.0% | N/A | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 6,756 | $33K | 0.0% | +307.5% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 147,238 | $710K | 0.0% | -4.8% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 64,533 | $311K | 0.0% | -5.0% | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 35,010 | $169K | 0.0% | -32.9% | 0.000% | |
2/7/2024 | QRG Capital Management Inc. | 11,666 | $56K | 0.0% | -59.3% | 0.000% | |
2/6/2024 | Intelligence Driven Advisers LLC | 19,608 | $95K | 0.0% | +43.4% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 273,567 | $1.32M | 0.1% | -27.3% | 0.000% | |
2/1/2024 | PDS Planning Inc | 26,043 | $126K | 0.0% | -34.1% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 61,676 | $297K | 0.0% | -30.5% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 52,277 | $252K | 0.0% | -15.0% | 0.000% | |
1/22/2024 | Drive Wealth Management LLC | 13,390 | $65K | 0.0% | N/A | 0.000% | |
1/18/2024 | Blue Trust Inc. | 14,800 | $72K | 0.0% | +71.5% | 0.000% | |
1/17/2024 | Schechter Investment Advisors LLC | 27,110 | $131K | 0.0% | N/A | 0.000% | |
12/6/2023 | Citigroup Inc. | 79,048 | $386K | 0.0% | -3.3% | 0.011% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 30,303 | $148K | 0.0% | -60.7% | 0.004% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 205,702 | $1.00M | 0.0% | +12.2% | 0.029% | |
11/13/2023 | QRG Capital Management Inc. | 28,694 | $140K | 0.0% | N/A | 0.004% | |
11/13/2023 | PNC Financial Services Group Inc. | 67,907 | $331K | 0.0% | +6.2% | 0.009% | |
11/9/2023 | Rhumbline Advisers | 462,558 | $2.26M | 0.0% | +2.4% | 0.065% | |
11/8/2023 | Sequoia Financial Advisors LLC | 61,475 | $300K | 0.0% | -11.4% | 0.009% | |
11/7/2023 | Intelligence Driven Advisers LLC | 13,673 | $64K | 0.0% | N/A | 0.002% | |
11/6/2023 | Ieq Capital LLC | 12,481 | $61K | 0.0% | N/A | 0.002% | |
11/1/2023 | Orion Portfolio Solutions LLC | 33,200 | $162K | 0.0% | -35.5% | 0.005% | |
10/30/2023 | First Trust Direct Indexing L.P. | 376,232 | $1.84M | 0.2% | -3.6% | 0.053% | |
10/27/2023 | BSW Wealth Partners | 15,402 | $75K | 0.0% | -18.9% | 0.002% | |
10/26/2023 | Advisor Partners II LLC | 33,930 | $166K | 0.0% | +27.7% | 0.005% | |
10/24/2023 | Bank of New York Mellon Corp | 47,482 | $232K | 0.0% | -17.7% | 0.007% | |
10/24/2023 | Xponance Inc. | 10,173 | $50K | 0.0% | N/A | 0.001% | |
10/13/2023 | Ritholtz Wealth Management | 12,978 | $63K | 0.0% | -64.8% | 0.002% | |
10/11/2023 | Ronald Blue Trust Inc. | 8,632 | $42K | 0.0% | +39.6% | 0.001% | |
10/11/2023 | CWM LLC | 10,822 | $53K | 0.0% | +31.2% | 0.002% | |
9/21/2023 | Barclays PLC | 11,600 | $70K | 0.0% | N/A | 0.002% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 77,075 | $467K | 0.0% | -14.7% | 0.011% | |
8/11/2023 | PNC Financial Services Group Inc. | 63,927 | $387K | 0.0% | +17.2% | 0.009% | |
8/8/2023 | Rhumbline Advisers | 451,553 | $2.74M | 0.0% | N/A | 0.063% | |
8/8/2023 | Sequoia Financial Advisors LLC | 69,346 | $420K | 0.0% | +12.4% | 0.010% | |
8/4/2023 | Quantinno Capital Management LP | 16,592 | $101K | 0.0% | N/A | 0.002% | |
7/31/2023 | Inspire Advisors LLC | 15,250 | $92K | 0.0% | +23.3% | 0.002% | |
7/28/2023 | Vanguard Personalized Indexing Management LLC | 50,212 | $304K | 0.0% | +19.0% | 0.007% | |
7/17/2023 | Ritholtz Wealth Management | 36,851 | $223K | 0.0% | -8.9% | 0.005% | |
7/14/2023 | Ronald Blue Trust Inc. | 6,182 | $39K | 0.0% | -68.4% | 0.001% | |
7/14/2023 | First Trust Direct Indexing L.P. | 390,300 | $2.37M | 0.3% | +44.6% | 0.055% | |
Trump Wins… But Elon Says Get Ready to Brace (Ad) Trump's back in the White House, ready to hit the gas on America's comeback.
He's taking on the economy with a heavy hand—building up infrastructure, slapping tariffs on imports, and going all-in on U.S. jobs.
But here's the kicker: while Trump's focused on making America stronger, the Washington elite is ready to fight back… Get ahead of the game with 3 proven strategies to protect your retirement from Washington's next mov |
5/22/2023 | Arete Wealth Advisors LLC | 10,919 | $592K | 0.0% | N/A | 0.002% | |
5/12/2023 | Ethic Inc. | 132,094 | $843K | 0.0% | +10.5% | 0.018% | |
5/11/2023 | Balentine LLC | 27,780 | $177K | 0.0% | -17.0% | 0.004% | |
5/11/2023 | Cerity Partners LLC | 103,087 | $658K | 0.0% | +12.3% | 0.014% | |
5/10/2023 | Vanguard Personalized Indexing Management LLC | 42,181 | $270K | 0.0% | +20.7% | 0.006% | |
5/2/2023 | PDS Planning Inc | 37,292 | $238K | 0.0% | +103.3% | 0.005% | |
5/1/2023 | Arete Wealth Advisors LLC | 10,919 | $591.92B | 0.0% | N/A | 0.002% | |
4/28/2023 | Schechter Investment Advisors LLC | 28,669 | $183K | 0.0% | +20.4% | 0.004% | |
4/27/2023 | First Trust Direct Indexing L.P. | 269,952 | $1.72M | 0.2% | +26.3% | 0.038% | |
4/25/2023 | Sequoia Financial Advisors LLC | 61,676 | $393K | 0.0% | +7.9% | 0.009% | |