11/27/2024 | Franklin Resources Inc. | 49,208 | $526K | 0.0% | +1.9% | 0.000% | |
11/25/2024 | Synovus Financial Corp | 301,550 | $3.07M | 0.0% | +24.4% | 0.003% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 5,393 | $55K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 280,668 | $2.86M | 0.0% | +72.0% | 0.002% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 74,517 | $754K | 0.1% | +61.9% | 0.001% | |
11/19/2024 | Barclays PLC | 73,897 | $752K | 0.0% | N/A | 0.001% | |
|
11/18/2024 | Rehmann Capital Advisory Group | 67,083 | $683K | 0.0% | -8.4% | 0.001% | |
11/18/2024 | Coldstream Capital Management Inc. | 29,189 | $297K | 0.0% | +18.6% | 0.000% | |
11/15/2024 | M&T Bank Corp | 555,675 | $5.66M | 0.0% | +0.9% | 0.005% | |
11/15/2024 | Abel Hall LLC | 20,388 | $208K | 0.1% | +4.9% | 0.000% | |
11/15/2024 | Barclays PLC | 73,897 | $752K | 0.0% | N/A | 0.001% | |
11/15/2024 | Gordian Capital Singapore Pte Ltd | 60,174 | $613K | 0.2% | +30.4% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 137,065 | $1.40M | 0.0% | +3.1% | 0.001% | |
11/15/2024 | Dorsey Wright & Associates | 403,508 | $4.11M | 1.0% | +12.0% | 0.003% | |
11/15/2024 | Orion Portfolio Solutions LLC | 252,466 | $2.57M | 0.1% | -15.4% | 0.002% | |
11/15/2024 | XTX Topco Ltd | 74,066 | $754K | 0.1% | N/A | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 62,934 | $605K | 0.0% | -4.3% | 0.001% | |
11/15/2024 | Stifel Financial Corp | 1,956,486 | $19.92M | 0.0% | -0.3% | 0.017% | |
11/15/2024 | SYM FINANCIAL Corp | 14,275 | $145K | 0.0% | +41.2% | 0.000% | |
11/15/2024 | Quantinno Capital Management LP | 797,543 | $8.12M | 0.1% | +31.6% | 0.007% | |
11/15/2024 | Philadelphia Financial Management of San Francisco LLC | 672,075 | $6.84M | 1.1% | -36.3% | 0.006% | |
11/15/2024 | HighTower Advisors LLC | 440,317 | $4.49M | 0.0% | +6.6% | 0.004% | |
11/15/2024 | Hilltop Holdings Inc. | 17,019 | $173K | 0.0% | +42.3% | 0.000% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 5,708,571 | $58.11M | 0.2% | -2.9% | 0.049% | |
11/15/2024 | Benjamin Edwards Inc. | 60,706 | $618K | 0.0% | N/A | 0.001% | |
11/15/2024 | Bamco Inc. NY | 295,681 | $3.01M | 0.0% | -14.0% | 0.003% | |
11/14/2024 | Captrust Financial Advisors | 87,556 | $891K | 0.0% | +13.5% | 0.001% | |
11/14/2024 | Rockefeller Capital Management L.P. | 53,964 | $549K | 0.0% | +10.5% | 0.000% | |
11/14/2024 | Walleye Trading LLC | 10,946 | $111K | 0.0% | -54.3% | 0.000% | |
11/14/2024 | Walleye Capital LLC | 58,152 | $592K | 0.0% | +44.8% | 0.000% | |
11/14/2024 | Hantz Financial Services Inc. | 104,940 | $1.07M | 0.0% | -1.4% | 0.001% | |
11/14/2024 | Financial Counselors Inc. | 44,195 | $450K | 0.0% | +10.9% | 0.000% | |
11/13/2024 | Glenmede Trust Co. NA | 42,903 | $437K | 0.0% | -2.6% | 0.000% | |
11/13/2024 | Townsquare Capital LLC | 159,859 | $1.63M | 0.0% | +1.7% | 0.001% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 26,699 | $272K | 0.0% | -8.4% | 0.000% | |
11/13/2024 | BNP Paribas Financial Markets | 514,746 | $5.24M | 0.0% | +140.9% | 0.004% | |
11/13/2024 | Quantbot Technologies LP | 91,973 | $936K | 0.0% | +87.6% | 0.001% | |
11/13/2024 | FMR LLC | 4,963,431 | $50.53M | 0.0% | -3.7% | 0.043% | |
11/13/2024 | Fisher Asset Management LLC | 7,853,310 | $79.95M | 0.0% | +15.7% | 0.067% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 265,775 | $2.71M | 0.3% | +19.2% | 0.002% | |
Wall Street Icon: “You must get on the right side of this thing” (Ad) I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants."
I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years. This market shakeup is going to be much more intense. |
11/12/2024 | Summit Trail Advisors LLC | 38,689 | $394K | 0.0% | +33.8% | 0.000% | |
11/12/2024 | Cerity Partners LLC | 818,014 | $8.33M | 0.0% | +30.2% | 0.007% | |
11/12/2024 | Citigroup Inc. | 561,062 | $5.71M | 0.0% | -1.7% | 0.005% | |
11/12/2024 | Raymond James Trust N.A. | 30,896 | $315K | 0.0% | -30.6% | 0.000% | |
11/12/2024 | Eagle Asset Management Inc. | 63,142 | $643K | 0.0% | +11.3% | 0.001% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 699,645 | $7.12M | 0.0% | +14.4% | 0.006% | |
11/12/2024 | Massachusetts Financial Services Co. MA | 798,147 | $8.13M | 0.0% | -19.6% | 0.007% | |
11/8/2024 | Moran Wealth Management LLC | 369,980 | $3.77M | 0.1% | -0.5% | 0.003% | |
11/8/2024 | Moors & Cabot Inc. | 59,750 | $608K | 0.0% | -10.8% | 0.001% | |
11/8/2024 | Advisors Asset Management Inc. | 51,247 | $522K | 0.0% | +14.9% | 0.000% | |
11/8/2024 | Commerce Bank | 16,600 | $169K | 0.0% | -21.6% | 0.000% | |
11/8/2024 | West Family Investments Inc. | 51,739 | $527K | 0.2% | +7.5% | 0.000% | |
11/8/2024 | PNC Financial Services Group Inc. | 301,488 | $3.07M | 0.0% | +2.0% | 0.003% | |
11/8/2024 | Wrapmanager Inc. | 22,315 | $227K | 0.1% | -16.8% | 0.000% | |
11/7/2024 | Caprock Group LLC | 129,491 | $1.32M | 0.0% | N/A | 0.001% | |
11/7/2024 | Pathstone Holdings LLC | 472,032 | $4.81M | 0.0% | -2.0% | 0.004% | |
11/6/2024 | Adero Partners LLC | 12,172 | $124K | 0.0% | +13.5% | 0.000% | |
11/6/2024 | Natixis Advisors LLC | 9,343,313 | $95.12M | 0.2% | -22.5% | 0.080% | |
11/6/2024 | OneDigital Investment Advisors LLC | 10,176 | $104K | 0.0% | -23.2% | 0.000% | |
11/6/2024 | Huntington National Bank | 15,104 | $154K | 0.0% | +13.3% | 0.000% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 68,398 | $696K | 0.0% | +2.0% | 0.001% | |
11/5/2024 | Verus Capital Partners LLC | 17,500 | $178K | 0.0% | -17.5% | 0.000% | |
11/4/2024 | Venturi Wealth Management LLC | 5,292 | $54K | 0.0% | +72.8% | 0.000% | |
11/4/2024 | Crossmark Global Holdings Inc. | 866,032 | $8.82M | 0.2% | +23.4% | 0.007% | |
11/1/2024 | Atria Investments Inc | 306,507 | $3.12M | 0.0% | +17.1% | 0.003% | |
11/1/2024 | Lindbrook Capital LLC | 29,766 | $303K | 0.0% | -9.2% | 0.000% | |
11/1/2024 | Assetmark Inc. | 46,058 | $469K | 0.0% | +9.5% | 0.000% | |
10/31/2024 | Confluence Investment Management LLC | 92,783 | $945K | 0.0% | -3.4% | 0.001% | |
10/31/2024 | Cozad Asset Management Inc. | 18,678 | $190K | 0.0% | -27.9% | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 687,065 | $6.99M | 0.1% | +1.5% | 0.006% | |
10/29/2024 | Janney Montgomery Scott LLC | 118,568 | $1.21M | 0.0% | +12.5% | 0.001% | |
10/28/2024 | US Bancorp DE | 267,689 | $2.73M | 0.0% | +3.0% | 0.002% | |
10/25/2024 | Diversify Wealth Management LLC | 89,961 | $918K | 0.1% | +4.9% | 0.001% | |
10/25/2024 | Pinnacle Associates Ltd. | 20,240 | $206K | 0.0% | -30.1% | 0.000% | |
10/25/2024 | First Trust Direct Indexing L.P. | 410,916 | $4.18M | 0.2% | -1.9% | 0.004% | |
10/25/2024 | Diversify Advisory Services LLC | 26,537 | $281K | 0.0% | -26.2% | 0.000% | |
10/24/2024 | Modera Wealth Management LLC | 18,102 | $184K | 0.0% | N/A | 0.000% | |
10/23/2024 | Allworth Financial LP | 16,148 | $164K | 0.0% | +46.2% | 0.000% | |
10/23/2024 | Ballentine Partners LLC | 59,700 | $608K | 0.0% | +6.2% | 0.001% | |
10/23/2024 | Silver Oak Securities Incorporated | 47,683 | $483K | 0.1% | N/A | 0.000% | |
10/22/2024 | Greenleaf Trust | 152,105 | $1.55M | 0.0% | +2.5% | 0.001% | |
10/22/2024 | Private Advisor Group LLC | 65,309 | $665K | 0.0% | -8.5% | 0.001% | |
10/22/2024 | Waldron Private Wealth LLC | 11,742 | $120K | 0.0% | +9.0% | 0.000% | |
10/22/2024 | Signaturefd LLC | 253,409 | $2.58M | 0.0% | +2.6% | 0.002% | |
10/22/2024 | Sequoia Financial Advisors LLC | 48,491 | $494K | 0.0% | -10.3% | 0.000% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 15,741 | $160K | 0.0% | +47.3% | 0.000% | |
10/21/2024 | Whittier Trust Co. | 102,935 | $1.05M | 0.0% | +21.9% | 0.001% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 75,887 | $773K | 0.0% | +30.9% | 0.001% | |
10/19/2024 | OLD National Bancorp IN | 18,886 | $192K | 0.0% | -12.0% | 0.000% | |
10/18/2024 | Raymond James & Associates | 1,962,448 | $19.98M | 0.0% | -22.3% | 0.017% | |
Wall Street Icon: “You must get on the right side of this thing” (Ad) I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants."
I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years. This market shakeup is going to be much more intense. |
10/18/2024 | Blue Trust Inc. | 125,734 | $1.36M | 0.0% | +98.7% | 0.001% | |
10/17/2024 | Aaron Wealth Advisors LLC | 77,742 | $791K | 0.1% | +20.1% | 0.001% | |
10/17/2024 | Claro Advisors LLC | 57,449 | $585K | 0.1% | +84.5% | 0.000% | |
10/17/2024 | Harbour Capital Advisors LLC | 65,507 | $668K | 0.2% | -9.1% | 0.001% | |
10/16/2024 | Bleakley Financial Group LLC | 25,613 | $261K | 0.0% | +11.8% | 0.000% | |
10/16/2024 | Hunter Perkins Capital Management LLC | 47,650 | $485K | 0.1% | -8.7% | 0.000% | |
10/11/2024 | Creative Planning | 607,686 | $6.19M | 0.0% | +8.9% | 0.005% | |
10/10/2024 | Burns Matteson Capital Management LLC | 10,763 | $110K | 0.1% | -16.2% | 0.000% | |
10/10/2024 | Ritholtz Wealth Management | 236,468 | $2.41M | 0.1% | +14.3% | 0.002% | |
10/10/2024 | First Affirmative Financial Network | 18,388 | $187K | 0.1% | -5.5% | 0.000% | |