1/21/2025 | First Citizens Bank & Trust Co. | 1,039 | $465K | 0.0% | -3.6% | 0.001% | |
1/21/2025 | Moody Lynn & Lieberson LLC | 6,763 | $3.03M | 0.2% | -1.2% | 0.003% | |
1/21/2025 | Flagship Harbor Advisors LLC | 3,644 | $1.63M | 0.1% | -3.9% | 0.002% | |
1/21/2025 | Geneos Wealth Management Inc. | 396 | $177K | 0.0% | +17.2% | 0.000% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 2,650 | $1.19M | 0.1% | +4.9% | 0.001% | |
1/21/2025 | Fifth Third Bancorp | 231 | $103K | 0.0% | +44.4% | 0.000% | |
1/21/2025 | Exchange Traded Concepts LLC | 9,077 | $4.06M | 0.1% | -7.7% | 0.005% | |
1/21/2025 | Zweig DiMenna Associates LLC | 29,850 | $13.35M | 1.0% | +646.3% | 0.015% | |
1/21/2025 | Berbice Capital Management LLC | 390 | $174K | 0.1% | N/A | 0.000% | |
1/21/2025 | RFG Advisory LLC | 1,993 | $891K | 0.0% | +10.4% | 0.001% | |
|
1/21/2025 | Cornerstone Wealth Management LLC | 520 | $233K | 0.0% | N/A | 0.000% | |
1/17/2025 | Yeomans Consulting Group Inc. | 734 | $328K | 0.1% | -17.1% | 0.000% | |
1/17/2025 | Verde Capital Management | 8,274 | $3.70M | 1.0% | +9.4% | 0.004% | |
1/17/2025 | Avior Wealth Management LLC | 444 | $199K | 0.0% | +58.0% | 0.000% | |
1/17/2025 | Raleigh Capital Management Inc. | 454 | $203K | 0.1% | +20.1% | 0.000% | |
1/17/2025 | Wesbanco Bank Inc. | 6,582 | $2.95M | 0.1% | +18.4% | 0.003% | |
1/17/2025 | Janney Montgomery Scott LLC | 34,776 | $15.56M | 0.0% | -1.9% | 0.017% | |
1/17/2025 | Magnus Financial Group LLC | 6,341 | $2.84M | 0.3% | -29.1% | 0.003% | |
1/17/2025 | Finley Financial LLC | 194 | $95K | 0.0% | N/A | 0.000% | |
1/17/2025 | Dakota Wealth Management | 2,291 | $1.03M | 0.0% | +35.6% | 0.001% | |
1/17/2025 | Nisa Investment Advisors LLC | 39,074 | $17.48M | 0.1% | +42.1% | 0.020% | |
1/17/2025 | Genesis Private Wealth LLC | 870 | $389K | 0.2% | N/A | 0.000% | |
1/17/2025 | Octavia Wealth Advisors LLC | 895 | $400K | 0.0% | N/A | 0.000% | |
1/17/2025 | Lakehouse Capital Pty Ltd | 24,389 | $10.91M | 7.4% | -26.3% | 0.012% | |
1/17/2025 | Atomi Financial Group Inc. | 1,775 | $794K | 0.0% | +13.0% | 0.001% | |
1/17/2025 | Perpetual Ltd | 510,020 | $228.17M | 2.7% | -32.9% | 0.256% | |
1/16/2025 | Crossmark Global Holdings Inc. | 750 | $336K | 0.0% | -22.7% | 0.000% | |
1/16/2025 | Ballentine Partners LLC | 944 | $422K | 0.0% | +45.5% | 0.000% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 574 | $257K | 0.0% | +1,121.3% | 0.000% | |
1/16/2025 | Diversify Advisory Services LLC | 851 | $391K | 0.0% | N/A | 0.000% | |
1/16/2025 | LVW Advisors LLC | 652 | $292K | 0.0% | N/A | 0.000% | |
1/15/2025 | Oak Ridge Investments LLC | 11,730 | $5.25M | 0.4% | N/A | 0.006% | |
1/15/2025 | Sandy Cove Advisors LLC | 681 | $305K | 0.1% | +7.9% | 0.000% | |
1/15/2025 | Hanseatic Management Services Inc. | 432 | $193K | 0.2% | +11.9% | 0.000% | |
1/15/2025 | HB Wealth Management LLC | 1,721 | $770K | 0.0% | +49.4% | 0.001% | |
1/15/2025 | Merit Financial Group LLC | 3,248 | $1.45M | 0.0% | +243.7% | 0.002% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 1,495 | $669K | 0.0% | -5.3% | 0.001% | |
1/15/2025 | Empirical Asset Management LLC | 42,863 | $19.18M | 0.6% | N/A | 0.022% | |
1/15/2025 | Ritholtz Wealth Management | 5,736 | $2.57M | 0.1% | +27.6% | 0.003% | |
1/15/2025 | Carnegie Investment Counsel | 900 | $403K | 0.0% | -8.2% | 0.000% | |
I was wrong. Dead wrong. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
1/15/2025 | Gateway Investment Advisers LLC | 8,277 | $3.70M | 0.0% | +630.5% | 0.004% | |
1/14/2025 | Contravisory Investment Management Inc. | 32,297 | $14.45M | 3.1% | -7.2% | 0.016% | |
1/14/2025 | USA Financial Formulas | 765 | $342K | 0.1% | -17.1% | 0.000% | |
1/14/2025 | Hamilton Lane Advisors LLC | 7,475 | $3.34M | 3.2% | N/A | 0.004% | |
1/14/2025 | CHURCHILL MANAGEMENT Corp | 5,165 | $2.31M | 0.0% | N/A | 0.003% | |
1/14/2025 | Rockingstone Advisors LLC | 8,978 | $4.02M | 1.8% | +0.5% | 0.005% | |
1/14/2025 | Mount Vernon Associates Inc. MD | 7,235 | $3.24M | 2.5% | -1.4% | 0.004% | |
1/14/2025 | Park Avenue Securities LLC | 5,062 | $2.26M | 0.0% | +45.3% | 0.003% | |
1/14/2025 | Kathmere Capital Management LLC | 1,023 | $458K | 0.0% | +75.8% | 0.001% | |
1/14/2025 | Assenagon Asset Management S.A. | 36,844 | $16.48M | 0.0% | -90.3% | 0.019% | |
1/14/2025 | Pines Wealth Management LLC | 627 | $288K | 0.1% | N/A | 0.000% | |
1/14/2025 | SeaCrest Wealth Management LLC | 1,806 | $808K | 0.1% | +11.7% | 0.001% | |
1/14/2025 | Accurate Wealth Management LLC | 946 | $435K | 0.1% | -48.3% | 0.000% | |
1/14/2025 | Ignite Planners LLC | 567 | $265K | 0.1% | -4.5% | 0.000% | |
1/14/2025 | David J Yvars Group | 11,379 | $5.09M | 3.1% | -0.3% | 0.006% | |
1/13/2025 | Gunderson Capital Management Inc. | 25,158 | $11.26M | 5.5% | +203.9% | 0.013% | |
1/13/2025 | Claro Advisors LLC | 740 | $331K | 0.0% | -41.2% | 0.000% | |
1/13/2025 | Harbour Capital Advisors LLC | 2,030 | $947K | 0.2% | -1.2% | 0.001% | |
1/13/2025 | Moody National Bank Trust Division | 2,938 | $1.31M | 0.1% | -6.9% | 0.001% | |
1/13/2025 | Wedmont Private Capital | 1,245 | $572K | 0.0% | +8.3% | 0.001% | |
1/13/2025 | Brookstone Capital Management | 1,411 | $631K | 0.0% | +8.6% | 0.001% | |
1/13/2025 | City Center Advisors LLC | 837 | $374K | 0.4% | N/A | 0.000% | |
1/13/2025 | Matrix Trust Co | 336 | $150K | 0.0% | N/A | 0.000% | |
1/13/2025 | Aprio Wealth Management LLC | 755 | $338K | 0.0% | N/A | 0.000% | |
1/10/2025 | West Oak Capital LLC | 26,984 | $12.07M | 3.7% | +449,633.3% | 0.014% | |
1/10/2025 | Harbor Capital Advisors Inc. | 1,398 | $625K | 0.0% | +2.4% | 0.001% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 17,065 | $7.64M | 0.0% | +0.1% | 0.009% | |
1/8/2025 | First Hawaiian Bank | 4,098 | $1.83M | 0.1% | +5.7% | 0.002% | |
1/8/2025 | Fulton Bank N.A. | 959 | $429K | 0.0% | -13.9% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 838 | $384K | 0.0% | -99.8% | 0.000% | |
1/8/2025 | Park National Corp OH | 793 | $355K | 0.0% | +4.1% | 0.000% | |
1/6/2025 | Nordea Investment Management AB | 147,325 | $66.46M | 0.1% | -28.3% | 0.074% | |
1/3/2025 | Central Pacific Bank Trust Division | 2,138 | $956K | 0.1% | -16.6% | 0.001% | |
1/3/2025 | GAMMA Investing LLC | 945 | $423K | 0.0% | +39.6% | 0.000% | |
1/3/2025 | Versant Capital Management Inc | 150 | $67K | 0.0% | +89.9% | 0.000% | |
12/19/2024 | Principal Financial Group Inc. | 39,578 | $14.59M | 0.0% | +11.8% | 0.020% | |
12/13/2024 | Lord Abbett & CO. LLC | 656,941 | $242.10M | 0.8% | -56.0% | 0.330% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 1,933 | $716K | 0.0% | +40.8% | 0.001% | |
12/3/2024 | Oddo BHF Asset Management Sas | 23,440 | $8.64M | 0.4% | N/A | 0.012% | |
12/3/2024 | Garde Capital Inc. | 432 | $159K | 0.0% | +14.6% | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 109 | $40K | 0.0% | -20.4% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 641,720 | $239.04M | 0.1% | +2.6% | 0.322% | |
11/25/2024 | Tidal Investments LLC | 4,008 | $1.48M | 0.0% | -22.8% | 0.002% | |
11/25/2024 | Optimist Retirement Group LLC | 699 | $258K | 0.1% | -9.6% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 4,007 | $1.48M | 0.0% | N/A | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 15,444 | $5.69M | 0.0% | +115.6% | 0.008% | |
11/20/2024 | Virtu Financial LLC | 4,835 | $1.78M | 0.1% | N/A | 0.002% | |
11/19/2024 | M&T Bank Corp | 26,991 | $9.95M | 0.0% | +5.5% | 0.014% | |
11/18/2024 | TD Private Client Wealth LLC | 10,219 | $3.77M | 0.1% | -0.8% | 0.005% | |
11/18/2024 | Hobbs Group Advisors LLC | 89 | $33K | 0.0% | N/A | 0.000% | |
I was wrong. Dead wrong. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
11/18/2024 | Virtue Capital Management LLC | 587 | $216K | 0.0% | N/A | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 1,584 | $591K | 0.0% | +15.3% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 224,209 | $82.63M | 0.0% | +6.9% | 0.113% | |
11/15/2024 | Aequim Alternative Investments LP | 10,700 | $3.94M | 0.1% | N/A | 0.005% | |
11/15/2024 | Prestige Wealth Management Group LLC | 71 | $26K | 0.0% | N/A | 0.000% | |
11/15/2024 | M&T Bank Corp | 26,991 | $9.95M | 0.0% | +5.5% | 0.014% | |
11/15/2024 | Continuum Advisory LLC | 313 | $115K | 0.0% | +12.2% | 0.000% | |
11/15/2024 | LRI Investments LLC | 597 | $220K | 0.0% | +84.3% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 134,318 | $49.50M | 0.2% | N/A | 0.067% | |
11/15/2024 | EWA LLC | 585 | $216K | 0.1% | -29.4% | 0.000% | |