1/22/2025 | Perigon Wealth Management LLC | 93,465 | $2.29M | 0.1% | +407.2% | 0.010% | |
1/22/2025 | BankPlus Wealth Management LLC | 10,897 | $256K | 0.2% | N/A | 0.001% | |
1/22/2025 | Foundations Investment Advisors LLC | 21,879 | $515K | 0.0% | +74.9% | 0.002% | |
1/22/2025 | Pacer Advisors Inc. | 102,951 | $2.42M | 0.0% | +51.7% | 0.011% | |
1/22/2025 | KBC Group NV | 397,896 | $9.36M | 0.0% | -56.5% | 0.044% | |
1/22/2025 | Union Bancaire Privee UBP SA | 9,900 | $225K | 0.0% | N/A | 0.001% | |
1/22/2025 | Blue Trust Inc. | 20,067 | $468K | 0.0% | -13.5% | 0.002% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 12,545 | $295K | 0.0% | -54.3% | 0.001% | |
1/22/2025 | PFG Investments LLC | 13,743 | $323K | 0.0% | -9.4% | 0.002% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,216 | $358K | 0.0% | +22.8% | 0.002% | |
|
1/21/2025 | First Citizens Bank & Trust Co. | 541,920 | $12.75M | 0.2% | -12.8% | 0.060% | |
1/21/2025 | Duncan Williams Asset Management LLC | 88,860 | $2.09M | 0.8% | +87.6% | 0.010% | |
1/21/2025 | Monte Financial Group LLC | 236,523 | $5.56M | 2.4% | -3.7% | 0.026% | |
1/21/2025 | Grimes & Company Inc. | 962,900 | $22.65M | 0.7% | +1.7% | 0.106% | |
1/21/2025 | Geneos Wealth Management Inc. | 5,437 | $128K | 0.0% | -33.3% | 0.001% | |
1/21/2025 | Fifth Third Bancorp | 56,503 | $1.33M | 0.0% | -4.0% | 0.006% | |
1/21/2025 | Exchange Traded Concepts LLC | 124,884 | $2.94M | 0.1% | +9.2% | 0.014% | |
1/21/2025 | CX Institutional | 17,821 | $419K | 0.0% | +3.5% | 0.002% | |
1/21/2025 | Impact Partnership Wealth LLC | 25,159 | $592K | 0.1% | N/A | 0.003% | |
1/21/2025 | Silver Lake Advisory LLC | 220,486 | $5.19M | 2.3% | -1.1% | 0.024% | |
1/21/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 1,622,050 | $38.38M | 1.2% | -2.6% | 0.178% | |
1/17/2025 | Red Door Wealth Management LLC | 41,979 | $987K | 0.2% | +8.1% | 0.005% | |
1/17/2025 | Donoghue Forlines LLC | 61,721 | $1.45M | 0.5% | N/A | 0.007% | |
1/17/2025 | Inspire Investing LLC | 10,976 | $258K | 0.0% | -10.5% | 0.001% | |
1/17/2025 | Janney Montgomery Scott LLC | 75,504 | $1.78M | 0.0% | +12.8% | 0.008% | |
1/17/2025 | SG Americas Securities LLC | 133,514 | $3.14M | 0.0% | +195.1% | 0.015% | |
1/17/2025 | Viking Fund Management LLC | 6,000 | $141K | 0.0% | +100.0% | 0.001% | |
1/17/2025 | Nisa Investment Advisors LLC | 308,300 | $7.33M | 0.0% | -4.5% | 0.034% | |
1/17/2025 | Planned Solutions Inc. | 10,919 | $257K | 0.1% | +8.3% | 0.001% | |
1/17/2025 | Atomi Financial Group Inc. | 31,772 | $747K | 0.0% | +4.5% | 0.003% | |
1/16/2025 | Crossmark Global Holdings Inc. | 496,680 | $11.68M | 0.2% | -8.3% | 0.055% | |
1/16/2025 | Ballentine Partners LLC | 17,458 | $411K | 0.0% | +2.5% | 0.002% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 59,736 | $1.41M | 0.3% | -12.8% | 0.007% | |
1/16/2025 | UMB Bank n.a. | 603,143 | $14.19M | 0.2% | -0.3% | 0.066% | |
1/16/2025 | LVW Advisors LLC | 8,650 | $203K | 0.0% | -6.1% | 0.001% | |
1/16/2025 | My Legacy Advisors LLC | 27,486 | $679K | 0.3% | +12.2% | 0.003% | |
1/15/2025 | HB Wealth Management LLC | 91,279 | $2.15M | 0.0% | -5.6% | 0.010% | |
1/15/2025 | Merit Financial Group LLC | 11,186 | $263K | 0.0% | N/A | 0.001% | |
1/15/2025 | Wedge Capital Management L L P NC | 1,628,316 | $38.30M | 0.7% | -11.0% | 0.179% | |
1/15/2025 | Avanza Fonder AB | 79,897 | $1.88M | 0.1% | N/A | 0.009% | |
Now that Trump’s be inaugurated, this day will be key (mark your calendar) (Ad) Mark your calendar for January 29th.
Because on that day, I believe we could see a $2 Trillion shock INTO the market…
Unleashing more explosive moves than ever before. So please watch this video now before the hammer falls and it’s too late. |
1/15/2025 | Wealthcare Advisory Partners LLC | 70,822 | $1.67M | 0.0% | +0.8% | 0.008% | |
1/14/2025 | Richard P Slaughter Associates Inc | 97,908 | $2.30M | 0.5% | -1.3% | 0.011% | |
1/14/2025 | Park Avenue Securities LLC | 69,189 | $1.63M | 0.0% | +10.6% | 0.008% | |
1/14/2025 | Assenagon Asset Management S.A. | 653,963 | $15.38M | 0.0% | +2,309.3% | 0.072% | |
1/14/2025 | Rockland Trust Co. | 55,424 | $1.30M | 0.1% | N/A | 0.006% | |
1/14/2025 | Mayfair Advisory Group LLC | 15,537 | $365K | 0.2% | N/A | 0.002% | |
1/13/2025 | FNY Investment Advisers LLC | 1,500 | $35K | 0.0% | -40.0% | 0.000% | |
1/13/2025 | Signet Financial Management LLC | 11,114 | $261K | 0.0% | -7.8% | 0.001% | |
1/13/2025 | Eastern Bank | 2,899 | $68K | 0.0% | -16.5% | 0.000% | |
1/13/2025 | Wedmont Private Capital | 8,883 | $205K | 0.0% | N/A | 0.001% | |
1/13/2025 | Salem Investment Counselors Inc. | 3,263 | $78K | 0.0% | -65.1% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 27,081 | $637K | 0.0% | +2.9% | 0.003% | |
1/13/2025 | Aprio Wealth Management LLC | 53,012 | $1.25M | 0.2% | N/A | 0.006% | |
1/13/2025 | Czech National Bank | 197,060 | $4.64M | 0.0% | +5.7% | 0.022% | |
1/10/2025 | Bruce G. Allen Investments LLC | 3,070 | $72K | 0.1% | +28.3% | 0.000% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 147,855 | $3.45M | 0.0% | -2.5% | 0.016% | |
1/6/2025 | Fortem Financial Group LLC | 28,477 | $670K | 0.3% | +2.5% | 0.003% | |
1/6/2025 | Nordea Investment Management AB | 263,131 | $6.22M | 0.0% | +60.4% | 0.029% | |
1/3/2025 | Everence Capital Management Inc. | 40,460 | $952K | 0.1% | -7.8% | 0.004% | |
1/3/2025 | GAMMA Investing LLC | 21,981 | $517K | 0.0% | +5.1% | 0.002% | |
1/3/2025 | Versant Capital Management Inc | 3,425 | $81K | 0.0% | +53.8% | 0.000% | |
12/19/2024 | Principal Financial Group Inc. | 1,087,697 | $25.38M | 0.0% | +3.2% | 0.120% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 17,233 | $403K | 0.0% | +3.5% | 0.002% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 7,775 | $181K | 0.1% | N/A | 0.001% | |
12/6/2024 | Logan Capital Management Inc. | 94,084 | $2.20M | 0.1% | N/A | 0.010% | |
12/6/2024 | Retirement Systems of Alabama | 198,890 | $4.64M | 0.0% | -1.6% | 0.022% | |
11/27/2024 | Franklin Resources Inc. | 702,627 | $16.76M | 0.0% | +30.9% | 0.077% | |
11/25/2024 | Synovus Financial Corp | 375,572 | $8.76M | 0.1% | +55.9% | 0.041% | |
11/25/2024 | Tidal Investments LLC | 127,326 | $2.97M | 0.0% | +2.0% | 0.014% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,411 | $56K | 0.0% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 15,837 | $369K | 0.0% | +14.5% | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 321,840 | $7.51M | 0.0% | +282.1% | 0.035% | |
11/21/2024 | Anchor Investment Management LLC | 6,144 | $143K | 0.0% | -24.6% | 0.001% | |
11/18/2024 | Fortem Financial Group LLC | 27,777 | $648K | 0.3% | +4.9% | 0.003% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 68,886 | $1.61M | 0.0% | -6.5% | 0.008% | |
11/18/2024 | Toronto Dominion Bank | 452,254 | $10.55M | 0.0% | +69.6% | 0.050% | |
11/18/2024 | Coldstream Capital Management Inc. | 137,812 | $3.22M | 0.1% | +5.0% | 0.015% | |
11/16/2024 | Geode Capital Management LLC | 22,625,214 | $526.12M | 0.0% | +1.4% | 2.489% | |
11/15/2024 | Barclays PLC | 3,876,637 | $90.44M | 0.0% | -12.8% | 0.427% | |
11/15/2024 | Public Employees Retirement System of Ohio | 359,381 | $8.38M | 0.0% | +2.6% | 0.040% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 274,779 | $6.41M | 0.0% | +1.0% | 0.030% | |
11/15/2024 | MML Investors Services LLC | 71,669 | $1.67M | 0.0% | +7.7% | 0.008% | |
11/15/2024 | Dean Investment Associates LLC | 127,052 | $2.96M | 0.4% | -3.2% | 0.014% | |
11/15/2024 | Legacy Investment Solutions LLC | 1,605 | $37K | 0.0% | N/A | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 8,996 | $210K | 0.0% | N/A | 0.001% | |
11/15/2024 | XTX Topco Ltd | 123,686 | $2.89M | 0.2% | N/A | 0.014% | |
11/15/2024 | National Bank of Canada FI | 1,705,273 | $39.78M | 0.0% | +575.8% | 0.188% | |
11/15/2024 | iA Global Asset Management Inc. | 59,803 | $1.40M | 0.0% | -3.3% | 0.007% | |
11/15/2024 | EP Wealth Advisors LLC | 41,010 | $957K | 0.0% | N/A | 0.005% | |
11/15/2024 | United Services Automobile Association | 26,262 | $613K | 0.0% | -15.6% | 0.003% | |
Now that Trump’s be inaugurated, this day will be key (mark your calendar) (Ad) Mark your calendar for January 29th.
Because on that day, I believe we could see a $2 Trillion shock INTO the market…
Unleashing more explosive moves than ever before. So please watch this video now before the hammer falls and it’s too late. |
11/15/2024 | Kovitz Investment Group Partners LLC | 19,417 | $453K | 0.0% | N/A | 0.002% | |
11/15/2024 | Wellington Management Group LLP | 42,856,749 | $999.85M | 0.2% | -12.7% | 4.715% | |
11/15/2024 | State Street Corp | 55,485,987 | $1.31B | 0.1% | +16.3% | 6.105% | |
11/15/2024 | Stevens Capital Management LP | 10,394 | $242K | 0.0% | N/A | 0.001% | |
11/15/2024 | Stifel Financial Corp | 266,306 | $6.21M | 0.0% | -5.2% | 0.029% | |
11/15/2024 | SageView Advisory Group LLC | 23,541 | $549K | 0.0% | -3.4% | 0.003% | |
11/15/2024 | Quantinno Capital Management LP | 341,024 | $7.96M | 0.1% | +1.5% | 0.038% | |
11/15/2024 | Quarry LP | 1,729 | $40K | 0.0% | +29.5% | 0.000% | |
11/15/2024 | Point72 Asset Management L.P. | 753,941 | $17.59M | 0.0% | N/A | 0.083% | |
11/15/2024 | IHT Wealth Management LLC | 10,762 | $251K | 0.0% | -17.5% | 0.001% | |