11/15/2024 | MML Investors Services LLC | 22,483 | $1.14M | 0.0% | -4.2% | 0.394% | |
11/15/2024 | Main Management LLC | 1,379 | $70K | 0.0% | +103.1% | 0.024% | |
11/15/2024 | Main Management ETF Advisors LLC | 229,245 | $11.66M | 0.6% | +86.5% | 4.022% | |
11/15/2024 | Zacks Investment Management | 49,345 | $2.51M | 0.0% | -2.2% | 0.866% | |
11/15/2024 | Jane Street Group LLC | 201,370 | $10.24M | 0.0% | +62.4% | 3.533% | |
11/15/2024 | HighTower Advisors LLC | 77,769 | $3.96M | 0.0% | -1.4% | 1.364% | |
|
11/15/2024 | Centiva Capital LP | 10,499 | $534K | 0.0% | N/A | 0.184% | |
11/13/2024 | Dai ichi Life Holdings Inc. | 23,000 | $1.17M | 1.4% | N/A | 0.404% | |
11/6/2024 | Mount Lucas Management LP | 14,951 | $760K | 0.3% | +7.0% | 0.262% | |
10/29/2024 | Innealta Capital LLC | 47,617 | $2.42M | 1.0% | -39.3% | 0.835% | |
10/23/2024 | Osborne Partners Capital Management LLC | 511,618 | $26.02M | 1.5% | +0.8% | 8.976% | |
10/21/2024 | Foundations Investment Advisors LLC | 12,386 | $630K | 0.0% | -30.7% | 0.217% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 6,654 | $338K | 0.0% | -9.6% | 0.117% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 22,853 | $1.16M | 0.2% | N/A | 0.401% | |
10/11/2024 | CX Institutional | 226,933 | $11.54M | 0.5% | -24.1% | 3.981% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 24,055 | $1.22M | 0.1% | N/A | 0.422% | |
10/3/2024 | Marotta Asset Management | 165,726 | $8.43M | 1.7% | +0.4% | 2.907% | |
8/16/2024 | Sunbelt Securities Inc. | 12,049 | $605K | 0.1% | +61.2% | 0.211% | |
8/15/2024 | Main Management ETF Advisors LLC | 122,905 | $6.17M | 0.3% | N/A | 2.156% | |
8/14/2024 | Marshall Wace LLP | 14,806 | $744K | 0.0% | +96.8% | 0.260% | |
8/14/2024 | Bank of Montreal Can | 70,152 | $3.59M | 0.0% | +856.5% | 1.231% | |
8/8/2024 | Idaho Trust Bank | 18,601 | $934K | 0.5% | N/A | 0.326% | |
8/6/2024 | Mount Lucas Management LP | 13,979 | $702K | 0.2% | -9.8% | 0.245% | |
8/2/2024 | Foundations Investment Advisors LLC | 17,861 | $897K | 0.0% | N/A | 0.313% | |
8/2/2024 | Ferguson Shapiro LLC | 17,123 | $860K | 0.3% | N/A | 0.300% | |
8/1/2024 | Rice Partnership LLC | 51,581 | $2.59M | 0.6% | N/A | 0.905% | |
7/31/2024 | Concurrent Investment Advisors LLC | 9,578 | $481K | 0.0% | N/A | 0.168% | |
7/31/2024 | Fortis Group Advisors LLC | 79,847 | $4.01M | 0.8% | N/A | 1.401% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 4,099 | $206K | 0.0% | -85.0% | 0.072% | |
7/29/2024 | WestEnd Advisors LLC | 609 | $31K | 0.0% | -45.7% | 0.011% | |
7/29/2024 | Innealta Capital LLC | 78,388 | $3.94M | 1.3% | +50.3% | 1.375% | |
7/18/2024 | Brookstone Capital Management | 8,233 | $414K | 0.0% | +43.4% | 0.144% | |
7/12/2024 | Hexagon Capital Partners LLC | 562 | $28K | 0.0% | +249.1% | 0.010% | |
7/11/2024 | CX Institutional | 298,946 | $15.02M | 0.7% | +29,586.8% | 5.245% | |
5/17/2024 | Comerica Bank | 673 | $33K | 0.0% | +169.2% | 0.012% | |
5/14/2024 | OLD Mission Capital LLC | 106,371 | $5.26M | 0.1% | -53.0% | 1.866% | |
5/7/2024 | Oppenheimer & Co. Inc. | 6,256 | $310K | 0.0% | N/A | 0.110% | |
5/7/2024 | SG Americas Securities LLC | 8,273 | $409K | 0.0% | N/A | 0.145% | |
5/4/2024 | Geneos Wealth Management Inc. | 868 | $43K | 0.0% | N/A | 0.015% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 27,376 | $1.36M | 0.1% | +247.7% | 0.468% | |
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad) Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private. Click here to see Dan's full warning to the public. |
5/1/2024 | Janney Montgomery Scott LLC | 12,822 | $634K | 0.0% | N/A | 0.219% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 55,500 | $2.75M | 0.0% | N/A | 0.949% | |
4/30/2024 | Perigon Wealth Management LLC | 16,459 | $814K | 0.0% | N/A | 0.281% | |
4/25/2024 | Osborne Partners Capital Management LLC | 503,456 | $24.91M | 1.5% | -0.4% | 8.606% | |
4/25/2024 | L.M. Kohn & Company | 4,936 | $244K | 0.1% | N/A | 0.084% | |
4/23/2024 | Lunt Capital Management Inc. | 4,082 | $202K | 0.1% | N/A | 0.070% | |
4/16/2024 | Viewpoint Capital Management LLC | 6,222 | $308K | 0.2% | -5.6% | 0.094% | |
4/15/2024 | Brookstone Capital Management | 5,741 | $284K | 0.0% | N/A | 0.086% | |
4/15/2024 | Sunbelt Securities Inc. | 7,473 | $370K | 0.0% | N/A | 0.112% | |
4/2/2024 | Marotta Asset Management | 173,098 | $8.57M | 1.8% | -3.7% | 2.603% | |
3/29/2024 | Kapitalo Investimentos Ltda | 88,612 | $3.96M | 0.8% | -0.8% | 1.333% | |
2/15/2024 | OLD Mission Capital LLC | 226,313 | $10.10M | 0.2% | +842.7% | 3.403% | |
2/12/2024 | Innealta Capital LLC | 52,136 | $2.33M | 1.0% | -33.4% | 0.784% | |
2/12/2024 | Parallel Advisors LLC | 1,181 | $53K | 0.0% | -31.2% | 0.018% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 26,516 | $1.18M | 0.0% | -1.4% | 0.399% | |
2/7/2024 | Mount Lucas Management LP | 16,581 | $740K | 0.2% | N/A | 0.249% | |
2/6/2024 | Idaho Trust Bank | 14,488 | $647K | 0.4% | -9.3% | 0.218% | |
1/30/2024 | Desjardins Global Asset Management Inc. | 51,782 | $2.31M | 0.2% | -11.8% | 0.779% | |
1/25/2024 | Nisa Investment Advisors LLC | 11,900 | $531K | 0.0% | +6.7% | 0.179% | |
1/22/2024 | Osborne Partners Capital Management LLC | 505,596 | $22.57M | 1.5% | +6.3% | 7.603% | |
1/18/2024 | WestEnd Advisors LLC | 578 | $26K | 0.0% | N/A | 0.009% | |
1/12/2024 | CX Institutional | 319,517 | $14.26M | 0.8% | N/A | 4.805% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 12,209 | $545K | 0.0% | -79.8% | 0.184% | |
11/14/2023 | Qube Research & Technologies Ltd | 64,089 | $2.44M | 0.0% | N/A | 0.964% | |
11/13/2023 | Hsbc Holdings PLC | 18,001 | $684K | 0.0% | +18.2% | 0.271% | |
11/9/2023 | Kovitz Investment Group Partners LLC | 26,881 | $1.02M | 0.0% | -3.0% | 0.404% | |
11/8/2023 | HighTower Advisors LLC | 67,625 | $2.57M | 0.0% | +1.4% | 1.017% | |
11/8/2023 | Idaho Trust Bank | 15,971 | $607K | 0.4% | -11.2% | 0.240% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 7,940 | $302K | 0.0% | N/A | 0.119% | |
10/26/2023 | Osborne Partners Capital Management LLC | 475,689 | $18.09M | 1.3% | +2.0% | 7.153% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,167 | $539K | 0.0% | -75.0% | 0.213% | |
10/13/2023 | Global Retirement Partners LLC | 1,385 | $52K | 0.0% | +132.4% | 0.021% | |
10/11/2023 | Marotta Asset Management | 173,404 | $6.59M | 1.5% | +6.4% | 2.608% | |
10/11/2023 | Vontobel Holding Ltd. | 10,005 | $380K | 0.0% | -24.5% | 0.150% | |
8/22/2023 | Idaho Trust Bank | 17,995 | $779K | 0.5% | N/A | 0.271% | |
8/14/2023 | Mount Lucas Management LP | 16,917 | $732K | 0.2% | -6.1% | 0.254% | |
8/9/2023 | Flow Traders U.S. LLC | 24,213 | $1.05M | 0.0% | -2.5% | 0.364% | |
8/8/2023 | AlphaCentric Advisors LLC | 2,959 | $128K | 0.1% | -15.4% | 0.043% | |
8/8/2023 | Kovitz Investment Group Partners LLC | 27,707 | $1.20M | 0.0% | -3.1% | 0.402% | |
8/7/2023 | Desjardins Global Asset Management Inc. | 55,099 | $2.39M | 0.3% | +1,092.1% | 0.799% | |
8/4/2023 | Envestnet Asset Management Inc. | 41,467 | $1.80M | 0.0% | -9.2% | 0.601% | |
7/31/2023 | LPL Financial LLC | 158,739 | $6.87M | 0.0% | -24.0% | 2.301% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 60,322 | $2.61M | 0.3% | +1.4% | 0.874% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 56,672 | $2.45M | 0.0% | +10.6% | 0.821% | |
7/24/2023 | Hexagon Capital Partners LLC | 613 | $27K | 0.0% | +76.7% | 0.009% | |
7/21/2023 | Millburn Ridgefield Corp | 85,016 | $3.68M | 0.1% | +0.3% | 1.232% | |
7/20/2023 | Osborne Partners Capital Management LLC | 466,301 | $20.18M | 1.5% | +1.9% | 6.758% | |
7/5/2023 | Marotta Asset Management | 162,933 | $7.05M | 1.6% | N/A | 2.361% | |
5/12/2023 | AlphaCentric Advisors LLC | 3,497 | $148K | 0.1% | N/A | 0.051% | |
5/12/2023 | HighTower Advisors LLC | 69,722 | $2.95M | 0.0% | +0.5% | 1.010% | |
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad) Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private. Click here to see Dan's full warning to the public. |
5/11/2023 | Kovitz Investment Group Partners LLC | 28,586 | $1.21M | 0.0% | -6.9% | 0.414% | |
5/10/2023 | LPL Financial LLC | 208,933 | $8.82M | 0.0% | +209.9% | 3.028% | |
5/8/2023 | Global Retirement Partners LLC | 596 | $25K | 0.0% | +74.3% | 0.009% | |
5/4/2023 | CX Institutional | 308,692 | $13.07M | 0.7% | N/A | 4.474% | |
5/3/2023 | Integrated Wealth Concepts LLC | 33,585 | $1.42M | 0.0% | +4.8% | 0.487% | |
5/3/2023 | Shoker Investment Counsel Inc. | 40,982 | $1.73M | 0.8% | -4.1% | 0.594% | |
5/1/2023 | Desjardins Global Asset Management Inc. | 4,622 | $195K | 0.0% | N/A | 0.067% | |
4/28/2023 | SG Americas Securities LLC | 11,516 | $486K | 0.0% | N/A | 0.167% | |
4/25/2023 | Parallel Advisors LLC | 1,852 | $78K | 0.0% | -50.7% | 0.027% | |
4/25/2023 | Cyndeo Wealth Partners LLC | 59,498 | $2.51M | 0.3% | -1.7% | 0.862% | |