1/16/2025 | Lmcg Investments LLC | 89,031 | $3.59M | 0.2% | -2.1% | 0.125% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 19,153 | $772K | 0.0% | -7.2% | 0.027% | |
1/16/2025 | Polianta Ltd | 378,100 | $15.24M | 7.3% | N/A | 0.529% | |
1/15/2025 | Financial Management Professionals Inc. | 67,181 | $2.71M | 0.3% | N/A | 0.094% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 125,550 | $5.06M | 0.9% | +188.3% | 0.176% | |
1/13/2025 | Miracle Mile Advisors LLC | 23,708 | $955K | 0.0% | -11.6% | 0.033% | |
1/8/2025 | Cumberland Advisors Inc. | 54,510 | $2.20M | 0.9% | -4.9% | 0.076% | |
1/6/2025 | Stairway Partners LLC | 839,262 | $33.82M | 2.1% | +0.1% | 1.174% | |
1/6/2025 | Boltwood Capital Management | 5,575 | $225K | 0.1% | N/A | 0.008% | |
12/26/2024 | JPMorgan Chase & Co. | 15,017,997 | $623.55M | 0.0% | -0.3% | 21.004% | |
|
11/25/2024 | World Investment Advisors LLC | 11,925 | $495K | 0.0% | N/A | 0.017% | |
11/25/2024 | Sanctuary Advisors LLC | 5,022 | $216K | 0.0% | -6.0% | 0.007% | |
11/19/2024 | Barclays PLC | 27,893 | $1.16M | 0.0% | -81.0% | 0.039% | |
11/15/2024 | Brophy Wealth Management LLC | 6,447 | $268K | 0.1% | N/A | 0.009% | |
11/15/2024 | Barclays PLC | 27,893 | $1.16M | 0.0% | -81.0% | 0.039% | |
11/15/2024 | MML Investors Services LLC | 101,602 | $4.22M | 0.0% | +20.5% | 0.142% | |
11/15/2024 | Zacks Investment Management | 74,956 | $3.11M | 0.0% | +2.5% | 0.105% | |
11/15/2024 | National Bank of Canada FI | 200,356 | $8.32M | 0.0% | +664.6% | 0.280% | |
11/15/2024 | iA Global Asset Management Inc. | 11,902 | $494K | 0.0% | +34.0% | 0.017% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 8,675 | $360K | 0.0% | N/A | 0.012% | |
11/15/2024 | Voya Financial Advisors Inc. | 7,903 | $328K | 0.0% | +4.5% | 0.011% | |
11/15/2024 | Wellington Management Group LLP | 10,477 | $435K | 0.0% | N/A | 0.015% | |
11/15/2024 | Stifel Financial Corp | 52,151 | $2.17M | 0.0% | +49.8% | 0.073% | |
11/15/2024 | Quantinno Capital Management LP | 26,639 | $1.11M | 0.0% | +32.0% | 0.037% | |
11/15/2024 | Millburn Ridgefield Corp | 456,905 | $18.97M | 0.5% | -9.8% | 0.639% | |
11/15/2024 | Integrated Wealth Concepts LLC | 5,890 | $245K | 0.0% | -7.6% | 0.008% | |
11/15/2024 | HighTower Advisors LLC | 445,794 | $18.52M | 0.0% | -0.6% | 0.623% | |
11/15/2024 | Hilltop Holdings Inc. | 52,020 | $2.16M | 0.1% | N/A | 0.073% | |
11/15/2024 | Community Bank N.A. | 23,516 | $976K | 0.1% | -13.1% | 0.033% | |
11/15/2024 | Arizona PSPRS Trust | 61,192 | $2.54M | 0.1% | N/A | 0.086% | |
11/15/2024 | Ascent Group LLC | 7,304 | $303K | 0.0% | -3.3% | 0.010% | |
11/14/2024 | Flow Traders U.S. LLC | 8,273 | $343K | 0.0% | -79.3% | 0.012% | |
11/13/2024 | FMR LLC | 119,557 | $4.96M | 0.0% | +47.7% | 0.167% | |
11/13/2024 | Bank of Montreal Can | 1,214,454 | $50.34M | 0.0% | +4.4% | 1.699% | |
11/13/2024 | Brown Brothers Harriman & Co. | 5,716 | $237K | 0.0% | +411.3% | 0.008% | |
11/13/2024 | DRW Securities LLC | 116,535 | $4.84M | 0.1% | -68.1% | 0.163% | |
11/12/2024 | GenTrust LLC | 522,557 | $21.70M | 1.1% | -1.5% | 0.731% | |
11/12/2024 | Banco Santander S.A. | 17,549 | $729K | 0.0% | -4.2% | 0.025% | |
11/12/2024 | Navellier & Associates Inc. | 21,317 | $885K | 0.1% | N/A | 0.030% | |
11/12/2024 | Smithfield Trust Co | 1,244 | $52K | 0.0% | -71.1% | 0.002% | |
A deadly mistake in my prediction… (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. |
11/9/2024 | Creekside Partners | 6,641 | $276K | 0.1% | +21.5% | 0.009% | |
11/8/2024 | Altman Advisors Inc. | 40,820 | $1.70M | 0.8% | +2.1% | 0.057% | |
11/8/2024 | Commerce Bank | 7,139 | $296K | 0.0% | -11.9% | 0.010% | |
11/8/2024 | Avior Wealth Management LLC | 3,575 | $148K | 0.0% | N/A | 0.005% | |
11/8/2024 | PNC Financial Services Group Inc. | 87,922 | $3.65M | 0.0% | +2.9% | 0.123% | |
11/8/2024 | Banque Cantonale Vaudoise | 682 | $29K | 0.0% | -99.7% | 0.001% | |
11/7/2024 | Caprock Group LLC | 10,435 | $433K | 0.0% | -3.1% | 0.015% | |
11/7/2024 | Elm Partners Management LLC | 130,274 | $5.41M | 0.4% | -0.6% | 0.182% | |
11/7/2024 | Thrivent Financial for Lutherans | 122,581 | $5.09M | 0.0% | N/A | 0.171% | |
11/6/2024 | Metis Global Partners LLC | 48,266 | $2.00M | 0.1% | +677.5% | 0.068% | |
11/5/2024 | Victory Capital Management Inc. | 1,739,900 | $72.24M | 0.1% | +349.6% | 2.433% | |
11/5/2024 | FDx Advisors Inc. | 54,663 | $2.27M | 0.6% | -3.9% | 0.076% | |
11/1/2024 | Assetmark Inc. | 1,580,602 | $65.63M | 0.2% | +0.7% | 2.211% | |
10/31/2024 | TFB Advisors LLC | 11,495 | $477K | 0.1% | -4.3% | 0.016% | |
10/31/2024 | Donald L. Hagan LLC | 7,693 | $319K | 0.2% | N/A | 0.011% | |
10/30/2024 | Maia Wealth LLC | 10,203 | $423K | 0.1% | -4.4% | 0.014% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 5,384 | $224K | 0.0% | N/A | 0.008% | |
10/30/2024 | Catalyst Capital Advisors LLC | 456,905 | $18.97M | 0.4% | -9.8% | 0.639% | |
10/30/2024 | Asset Management One Co. Ltd. | 1,889,003 | $78.43M | 0.3% | +0.4% | 2.642% | |
10/29/2024 | Lmcg Investments LLC | 90,985 | $3.78M | 0.2% | -4.0% | 0.127% | |
10/28/2024 | Rosenberg Matthew Hamilton | 3,023 | $126K | 0.0% | +20.9% | 0.004% | |
10/24/2024 | Lunt Capital Management Inc. | 5,209 | $216K | 0.1% | N/A | 0.007% | |
10/24/2024 | Richardson Financial Services Inc. | 4,362 | $181K | 0.1% | +9.4% | 0.006% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,659 | $401K | 0.0% | +21.4% | 0.014% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 228,600 | $9.48M | 0.0% | N/A | 0.320% | |
10/22/2024 | International Assets Investment Management LLC | 76,612 | $3.18M | 0.0% | +4,007.9% | 0.107% | |
10/21/2024 | Calton & Associates Inc. | 8,548 | $355K | 0.1% | -51.7% | 0.012% | |
10/21/2024 | Community Financial Services Group LLC | 19,103 | $793K | 0.2% | +3.5% | 0.027% | |
10/21/2024 | Whittier Trust Co. | 1,682 | $70K | 0.0% | +38.7% | 0.002% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 435,418 | $18.08M | 0.0% | -0.4% | 0.609% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 130,588 | $5.42M | 0.8% | N/A | 0.183% | |
10/16/2024 | Cumberland Advisors Inc. | 57,345 | $2.38M | 0.9% | -2.3% | 0.080% | |
10/8/2024 | CWM LLC | 1,842 | $76K | 0.0% | -21.5% | 0.003% | |
10/7/2024 | Miracle Mile Advisors LLC | 26,811 | $1.11M | 0.0% | -4.1% | 0.037% | |
10/5/2024 | Stairway Partners LLC | 838,043 | $34.80M | 2.2% | N/A | 1.172% | |
10/3/2024 | SG Americas Securities LLC | 9,989 | $415K | 0.0% | -89.1% | 0.014% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 20,631 | $857K | 0.0% | -5.3% | 0.029% | |
9/5/2024 | Sanctuary Advisors LLC | 5,345 | $201K | 0.0% | N/A | 0.007% | |
8/30/2024 | Creekside Partners | 5,464 | $203K | 0.1% | N/A | 0.008% | |
8/22/2024 | Cetera Investment Advisers | 126,396 | $4.69M | 0.0% | -5.0% | 0.177% | |
8/21/2024 | Truist Financial Corp | 152,858 | $5.67M | 0.0% | -1.5% | 0.214% | |
8/14/2024 | Marshall Wace LLP | 31,789 | $1.18M | 0.0% | +59.7% | 0.044% | |
8/14/2024 | Bank of Montreal Can | 1,163,323 | $43.18M | 0.0% | -7.1% | 1.627% | |
8/14/2024 | DRW Securities LLC | 365,638 | $13.56M | 0.5% | +4,746.7% | 0.511% | |
8/14/2024 | 1832 Asset Management L.P. | 83,464 | $3.10M | 0.0% | +109.9% | 0.117% | |
8/13/2024 | Sei Investments Co. | 20,150 | $747K | 0.0% | -37.8% | 0.028% | |
8/12/2024 | Hsbc Holdings PLC | 217,573 | $8.07M | 0.0% | -5.1% | 0.304% | |
8/12/2024 | Blair William & Co. IL | 35,640 | $1.32M | 0.0% | -7.5% | 0.050% | |
8/9/2024 | Lmcg Investments LLC | 94,789 | $3.52M | 0.2% | -17.6% | 0.133% | |
8/8/2024 | Envestnet Asset Management Inc. | 260,239 | $9.65M | 0.0% | -7.4% | 0.364% | |
A deadly mistake in my prediction… (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. |
8/8/2024 | Syntrinsic LLC | 1,494 | $55K | 0.0% | +26.0% | 0.002% | |
8/8/2024 | Altman Advisors Inc. | 39,987 | $1.48M | 0.8% | +1.6% | 0.056% | |
8/7/2024 | Daiwa Securities Group Inc. | 19,740 | $732K | 0.0% | -7.1% | 0.028% | |
8/7/2024 | Choreo LLC | 8,627 | $319K | 0.0% | N/A | 0.012% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,214 | $45K | 0.0% | N/A | 0.002% | |
8/6/2024 | Sage Advisory Services Ltd.Co. | 314,097 | $11.65M | 3.3% | -0.7% | 0.439% | |
8/6/2024 | TAP Consulting LLC | 35,277 | $1.31M | 0.3% | +12.0% | 0.049% | |
8/6/2024 | Caprock Group LLC | 10,774 | $400K | 0.0% | +2.8% | 0.015% | |
8/6/2024 | Acadian Asset Management LLC | 27,060 | $1.00M | 0.0% | -48.7% | 0.038% | |
8/6/2024 | Wakefield Asset Management LLLP | 86,056 | $3.19M | 1.1% | +2.8% | 0.120% | |