8/7/2025 | Vise Technologies Inc. | 8,746 | $1.76M | 0.1% | N/A | 0.002% | |
8/7/2025 | Davis R M Inc. | 1,000 | $201K | 0.0% | N/A | 0.000% | |
8/7/2025 | Midwest Trust Co | 1,867 | $376K | 0.0% | N/A | 0.000% | |
8/7/2025 | Rathbones Group PLC | 90,071 | $18.08M | 0.1% | -1.9% | 0.020% | |
8/7/2025 | Connor Clark & Lunn Investment Management Ltd. | 2,143,684 | $431.36M | 1.5% | -15.5% | 0.476% | |
8/7/2025 | PCJ Investment Counsel Ltd. | 7,560 | $1.52M | 0.5% | -4.9% | 0.002% | |
8/7/2025 | Aviva PLC | 116,819 | $23.49M | 0.0% | +6.8% | 0.026% | |
8/6/2025 | Prospera Financial Services Inc | 2,708 | $545K | 0.0% | -6.9% | 0.001% | |
8/6/2025 | AGF Management Ltd. | 303,404 | $61.55M | 0.3% | -5.5% | 0.067% | |
8/6/2025 | Metis Global Partners LLC | 11,313 | $2.28M | 0.1% | +2.5% | 0.003% | |
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8/6/2025 | Harvest Portfolios Group Inc. | 3,248 | $653K | 0.0% | N/A | 0.001% | |
8/6/2025 | Savant Capital LLC | 4,080 | $821K | 0.0% | +25.3% | 0.001% | |
8/6/2025 | HORAN Wealth LLC | 1,048 | $211K | 0.1% | N/A | 0.000% | |
8/6/2025 | Moors & Cabot Inc. | 2,528 | $508K | 0.0% | +4.1% | 0.001% | |
8/5/2025 | Crestwood Advisors Group LLC | 1,042 | $210K | 0.0% | N/A | 0.000% | |
8/5/2025 | NewSquare Capital LLC | 4,178 | $840K | 0.1% | -4.0% | 0.001% | |
8/5/2025 | Huntington National Bank | 947 | $190K | 0.0% | -8.7% | 0.000% | |
8/5/2025 | Bank of New York Mellon Corp | 214,304 | $43.10M | 0.0% | +5.1% | 0.048% | |
8/5/2025 | KDT Advisors LLC | 2,043 | $411K | 0.7% | -48.8% | 0.000% | |
8/5/2025 | Wellington Shields Capital Management LLC | 1,000 | $201K | 0.0% | N/A | 0.000% | |
8/5/2025 | K.J. Harrison & Partners Inc | 2,275 | $457K | 0.1% | -5.6% | 0.001% | |
8/5/2025 | Westside Investment Management Inc. | 169 | $34K | 0.0% | N/A | 0.000% | |
8/5/2025 | Plato Investment Management Ltd | 642 | $128K | 0.0% | -95.2% | 0.000% | |
8/4/2025 | Atria Investments Inc | 3,618 | $728K | 0.0% | -2.0% | 0.001% | |
8/4/2025 | Assetmark Inc. | 77,837 | $15.66M | 0.0% | +3.3% | 0.017% | |
8/4/2025 | Spire Wealth Management | 1,037 | $209K | 0.0% | -50.0% | 0.000% | |
8/4/2025 | World Investment Advisors | 1,106 | $222K | 0.0% | N/A | 0.000% | |
8/1/2025 | Capital Investment Counsel LLC | 54,196 | $10.90M | 1.7% | -7.0% | 0.012% | |
8/1/2025 | Bessemer Group Inc. | 32,210 | $6.47M | 0.0% | -0.3% | 0.007% | |
8/1/2025 | Envestnet Asset Management Inc. | 369,984 | $74.40M | 0.0% | +129.0% | 0.082% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 6,499 | $1.31M | 0.0% | +29.1% | 0.001% | |
7/31/2025 | Ingalls & Snyder LLC | 2,971 | $598K | 0.0% | -8.5% | 0.001% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,025 | $206K | 0.0% | N/A | 0.000% | |
7/31/2025 | Curio Wealth LLC | 163 | $33K | 0.0% | +16,200.0% | 0.000% | |
7/31/2025 | 180 Wealth Advisors LLC | 1,680 | $338K | 0.0% | +17.6% | 0.000% | |
7/30/2025 | Freedom Investment Management Inc. | 1,179 | $237K | 0.0% | N/A | 0.000% | |
7/30/2025 | Ethic Inc. | 1,096 | $217K | 0.0% | N/A | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 2,739 | $551K | 0.0% | +13.6% | 0.001% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 10,242 | $2.06M | 0.5% | -14.5% | 0.002% | |
7/30/2025 | Fiduciary Family Office LLC | 1,036 | $208K | 0.1% | N/A | 0.000% | |
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7/30/2025 | DekaBank Deutsche Girozentrale | 29,582 | $5.85M | 0.0% | +0.6% | 0.007% | |
7/30/2025 | Financial Perspectives Inc | 400 | $80K | 0.0% | N/A | 0.000% | |
7/29/2025 | Cidel Asset Management Inc. | 129,042 | $25.90M | 1.6% | +2.4% | 0.029% | |
7/29/2025 | International Assets Investment Management LLC | 1,002 | $202K | 0.0% | N/A | 0.000% | |
7/29/2025 | Quotient Wealth Partners LLC | 1,125 | $226K | 0.0% | N/A | 0.000% | |
7/29/2025 | Arista Wealth Management LLC | 4,780 | $961K | 0.1% | N/A | 0.001% | |
7/29/2025 | Stratos Wealth Partners LTD. | 12,405 | $2.50M | 0.0% | N/A | 0.003% | |
7/29/2025 | First National Bank of Mount Dora Trust Investment Services | 47,436 | $9.54M | 2.2% | -0.4% | 0.011% | |
7/28/2025 | Allianz Asset Management GmbH | 103,800 | $20.83M | 0.0% | +962.0% | 0.023% | |
7/28/2025 | Generali Asset Management SPA SGR | 10,725 | $2.16M | 0.0% | +10.7% | 0.002% | |
7/28/2025 | Ritholtz Wealth Management | 4,860 | $977K | 0.0% | +4.8% | 0.001% | |
7/28/2025 | TD Asset Management Inc | 5,681,469 | $1.14B | 1.0% | +3.0% | 1.261% | |
7/28/2025 | RFG Advisory LLC | 1,472 | $296K | 0.0% | N/A | 0.000% | |
7/28/2025 | Axxcess Wealth Management LLC | 1,078 | $217K | 0.0% | -14.4% | 0.000% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,191 | $642K | 0.0% | -1.8% | 0.001% | |
7/25/2025 | Sequoia Financial Advisors LLC | 6,436 | $1.29M | 0.0% | +90.1% | 0.001% | |
7/25/2025 | Yousif Capital Management LLC | 2,161 | $435K | 0.0% | +8.3% | 0.000% | |
7/25/2025 | Montrusco Bolton Investments Inc. | 31,328 | $6.29M | 0.1% | -4.6% | 0.007% | |
7/25/2025 | MGO One Seven LLC | 1,264 | $254K | 0.0% | -4.5% | 0.000% | |
7/25/2025 | CWM LLC | 38,232 | $7.69M | 0.0% | -1.9% | 0.008% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 14,566 | $2.95M | 0.0% | +15.7% | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 2,788 | $561K | 0.0% | +26.3% | 0.001% | |
7/25/2025 | Apollon Wealth Management LLC | 7,845 | $1.58M | 0.0% | +1.1% | 0.002% | |
7/25/2025 | PrairieView Partners LLC | 1,369 | $275K | 0.0% | -31.9% | 0.000% | |
7/24/2025 | Louisbourg Investments Inc. | 4,537 | $911K | 0.2% | -8.5% | 0.001% | |
7/24/2025 | Trust Co. of Toledo NA OH | 381 | $77K | 0.0% | N/A | 0.000% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 1,129 | $227K | 0.0% | N/A | 0.000% | |
7/24/2025 | US Bancorp DE | 18,928 | $3.81M | 0.0% | +2.0% | 0.004% | |
7/23/2025 | Triasima Portfolio Management inc. | 46,995 | $9.43M | 1.7% | -13.3% | 0.010% | |
7/23/2025 | Shell Asset Management Co. | 42,311 | $8.49M | 0.3% | +36.5% | 0.009% | |
7/23/2025 | Prasad Wealth Partners LLC | 1,014 | $204K | 0.1% | N/A | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,916 | $587K | 0.0% | -25.2% | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 2,362 | $474K | 0.0% | +3.6% | 0.001% | |
7/22/2025 | Marks Group Wealth Management Inc | 3,513 | $707K | 0.1% | +3.9% | 0.001% | |
7/22/2025 | Checchi Capital Advisers LLC | 5,054 | $1.02M | 0.1% | -2.9% | 0.001% | |
7/21/2025 | Impact Investors Inc | 5,185 | $1.04M | 0.7% | +10.6% | 0.001% | |
7/21/2025 | Ascent Group LLC | 1,080 | $217K | 0.0% | N/A | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 186 | $37K | 0.0% | N/A | 0.000% | |
7/21/2025 | ASR Vermogensbeheer N.V. | 8,628 | $1.73M | 0.0% | -5.5% | 0.002% | |
7/18/2025 | PFG Investments LLC | 2,660 | $535K | 0.0% | +2.2% | 0.001% | |
7/18/2025 | Truist Financial Corp | 9,298 | $1.87M | 0.0% | +1.7% | 0.002% | |
7/17/2025 | Greenleaf Trust | 7,151 | $1.44M | 0.0% | +5.2% | 0.002% | |
7/17/2025 | HB Wealth Management LLC | 1,598 | $322K | 0.0% | +11.0% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 61,065 | $12.28M | 0.0% | +710.6% | 0.014% | |
7/17/2025 | Hanson & Doremus Investment Management | 842 | $169K | 0.0% | -8.0% | 0.000% | |
7/17/2025 | Addenda Capital Inc. | 53,802 | $10.82M | 0.5% | -0.6% | 0.012% | |
7/17/2025 | Tritonpoint Wealth LLC | 3,461 | $696K | 0.1% | +2.9% | 0.001% | |
7/16/2025 | Signaturefd LLC | 8,426 | $1.70M | 0.0% | +0.8% | 0.002% | |
7/16/2025 | First American Bank | 25,426 | $5.11M | 0.4% | +5.4% | 0.006% | |
7/16/2025 | Kathmere Capital Management LLC | 1,176 | $237K | 0.0% | N/A | 0.000% | |
Altucher: Trump’s Great Gain is starting (Ad) New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun.
Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation. See Altucher’s Trump crypto prediction here |
7/16/2025 | Novem Group | 4,892 | $984K | 0.1% | N/A | 0.001% | |
7/16/2025 | Old North State Wealth Management LLC | 1,005 | $202K | 0.1% | N/A | 0.000% | |
7/16/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 1,059 | $213K | 0.0% | -31.9% | 0.000% | |
7/15/2025 | Public Employees Retirement System of Ohio | 11,462 | $2.30M | 0.0% | -21.5% | 0.003% | |
7/15/2025 | IMS Capital Management | 3,143 | $632K | 0.3% | N/A | 0.001% | |
7/15/2025 | Sara Bay Financial | 3,224 | $648K | 0.2% | -1.6% | 0.001% | |
7/15/2025 | Ballentine Partners LLC | 5,034 | $1.01M | 0.0% | +9.1% | 0.001% | |
7/15/2025 | Norden Group LLC | 1,878 | $378K | 0.0% | +19.1% | 0.000% | |
7/14/2025 | Wealth Advisory Solutions LLC | 1,390 | $280K | 0.1% | N/A | 0.000% | |
7/14/2025 | Argent Capital Management LLC | 99,145 | $19.94M | 0.6% | +3.1% | 0.022% | |