11/15/2024 | High Falls Advisors Inc | 5,996 | $220K | 0.1% | N/A | 0.051% | |
11/15/2024 | MML Investors Services LLC | 68,756 | $2.53M | 0.0% | -4.5% | 0.580% | |
11/15/2024 | EP Wealth Advisors LLC | 269,611 | $9.91M | 0.1% | N/A | 2.275% | |
11/15/2024 | Jane Street Group LLC | 17,852 | $656K | 0.0% | -89.8% | 0.151% | |
11/15/2024 | Integrated Wealth Concepts LLC | 41,651 | $1.53M | 0.0% | N/A | 0.351% | |
11/15/2024 | HighTower Advisors LLC | 284,092 | $10.44M | 0.0% | +1.3% | 2.397% | |
|
11/14/2024 | Flow Traders U.S. LLC | 35,574 | $1.31M | 0.1% | -30.9% | 0.300% | |
11/13/2024 | FMR LLC | 2,120 | $78K | 0.0% | +21.4% | 0.018% | |
11/8/2024 | Prospera Financial Services Inc | 16,724 | $615K | 0.0% | -67.6% | 0.141% | |
11/7/2024 | Westfuller Advisors LLC | 7,351 | $270K | 0.2% | N/A | 0.062% | |
11/6/2024 | Evolution Wealth Advisors LLC | 205,650 | $7.56M | 1.4% | +2.8% | 1.735% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,260 | $46K | 0.0% | N/A | 0.011% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 17,679 | $650K | 0.3% | N/A | 0.149% | |
10/22/2024 | Detalus Advisors LLC | 18,707 | $688K | 0.2% | N/A | 0.158% | |
10/16/2024 | One Wealth Advisors LLC | 13,418 | $493K | 0.1% | +3.1% | 0.113% | |
10/16/2024 | Braun Bostich & Associates Inc. | 6,891 | $253K | 0.2% | N/A | 0.058% | |
10/9/2024 | Quotient Wealth Partners LLC | 38,978 | $1.43M | 0.0% | +47.8% | 0.329% | |
10/7/2024 | Diversified Trust Co | 14,510 | $533K | 0.0% | +2.5% | 0.122% | |
8/16/2024 | NewEdge Advisors LLC | 34,001 | $1.23M | 0.0% | -4.2% | 0.287% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 214,820 | $7.79M | 0.0% | +2.8% | 1.813% | |
8/13/2024 | Connecticut Wealth Management LLC | 374,337 | $13.58M | 0.7% | -3.2% | 3.159% | |
8/8/2024 | Envestnet Asset Management Inc. | 81,181 | $2.95M | 0.0% | +8.6% | 0.685% | |
8/8/2024 | Barings LLC | 272,761 | $9.90M | 0.2% | +24.1% | 2.302% | |
8/7/2024 | Prudential PLC | 181,029 | $6.57M | 0.0% | N/A | 1.528% | |
7/31/2024 | Sage Mountain Advisors LLC | 18,212 | $661K | 0.1% | +163.9% | 0.154% | |
7/24/2024 | Quotient Wealth Partners LLC | 26,364 | $956K | 0.0% | -9.4% | 0.222% | |
7/18/2024 | Blue Trust Inc. | 18,964 | $697K | 0.0% | N/A | 0.160% | |
7/18/2024 | Evolution Wealth Advisors LLC | 200,060 | $7.26M | 1.4% | N/A | 1.688% | |
5/8/2024 | Barings LLC | 219,705 | $8.08M | 0.2% | -14.7% | 1.854% | |
5/8/2024 | US Bancorp DE | 23,295 | $857K | 0.0% | -4.6% | 0.199% | |
5/1/2024 | Connecticut Wealth Management LLC | 386,552 | $14.21M | 0.8% | +1.1% | 3.304% | |
4/23/2024 | Sage Mountain Advisors LLC | 6,900 | $254K | 0.0% | -7.8% | 0.059% | |
2/9/2024 | US Bancorp DE | 24,426 | $813K | 0.0% | -6.0% | 0.233% | |
2/8/2024 | Quotient Wealth Partners LLC | 27,610 | $919K | 0.0% | N/A | 0.263% | |
2/6/2024 | Connecticut Wealth Management LLC | 382,529 | $12.74M | 0.7% | +109.9% | 3.643% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 340,067 | $11.32M | 0.7% | -0.3% | 3.239% | |
2/1/2024 | Sage Mountain Advisors LLC | 7,483 | $249K | 0.0% | +78.9% | 0.071% | |
12/6/2023 | Citigroup Inc. | 31,011 | $953K | 0.0% | +5.9% | 0.295% | |
12/1/2023 | Dimension Capital Management LLC | 24,055 | $739K | 0.2% | -16.3% | 0.229% | |
11/14/2023 | Roundview Capital LLC | 7,587 | $233K | 0.0% | +11.6% | 0.072% | |
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Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback. Get your free guide NOW before it's too late. |
11/13/2023 | Robertson Stephens Wealth Management LLC | 341,178 | $10.49M | 0.7% | +0.2% | 3.249% | |
11/13/2023 | Kestra Advisory Services LLC | 60,725 | $1.87M | 0.0% | +3.9% | 0.578% | |
11/9/2023 | Citigroup Inc. | 31,011 | $953K | 0.0% | +5.9% | 0.295% | |
11/9/2023 | UBS Group AG | 120,284 | $3.70M | 0.0% | +2.4% | 1.146% | |
11/8/2023 | HighTower Advisors LLC | 278,782 | $8.57M | 0.0% | +1.7% | 2.655% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,800 | $609K | 0.0% | +25.6% | 0.189% | |
10/19/2023 | Connecticut Wealth Management LLC | 182,270 | $5.60M | 0.4% | +3.4% | 1.736% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 340,456 | $11.14M | 0.8% | -0.5% | 3.167% | |
8/11/2023 | Kestra Advisory Services LLC | 58,437 | $1.91M | 0.0% | -3.3% | 0.544% | |
8/10/2023 | WFA of San Diego LLC | 1,005 | $33K | 0.0% | N/A | 0.009% | |
8/10/2023 | Providence Capital Advisors LLC | 984 | $32K | 0.0% | N/A | 0.009% | |
8/9/2023 | Flow Traders U.S. LLC | 67,052 | $2.19M | 0.1% | -49.1% | 0.624% | |
8/8/2023 | Prospera Financial Services Inc | 46,093 | $1.51M | 0.1% | -1.4% | 0.429% | |
8/2/2023 | Bank of Montreal Can | 7,372 | $241K | 0.0% | N/A | 0.069% | |
7/28/2023 | First Republic Investment Management Inc. | 6,921 | $226K | 0.0% | -73.0% | 0.064% | |
7/24/2023 | Sage Mountain Advisors LLC | 4,142 | $135K | 0.0% | +15.1% | 0.039% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 15,766 | $516K | 0.0% | N/A | 0.147% | |
5/15/2023 | Permanens Capital L.P. | 475,283 | $15.00M | 3.3% | +89.4% | 4.777% | |
5/15/2023 | Flow Traders U.S. LLC | 131,661 | $4.15M | 0.2% | +436.5% | 1.323% | |
5/12/2023 | NewEdge Advisors LLC | 53,180 | $1.68M | 0.0% | -6.2% | 0.534% | |
5/12/2023 | HighTower Advisors LLC | 274,084 | $8.65M | 0.0% | -1.9% | 2.755% | |
5/11/2023 | Financial Advocates Investment Management | 5,209 | $516K | 0.0% | N/A | 0.052% | |
5/11/2023 | Robertson Stephens Wealth Management LLC | 342,107 | $10.79M | 0.8% | +0.7% | 3.438% | |
5/9/2023 | Roundview Capital LLC | 6,796 | $214K | 0.0% | N/A | 0.068% | |
5/4/2023 | Financial Network Wealth Management LLC | 7,196 | $227K | 0.1% | N/A | 0.072% | |
4/18/2023 | Connecticut Wealth Management LLC | 132,540 | $4.18M | 0.3% | N/A | 1.332% | |
3/6/2023 | OLD Mission Capital LLC | 144,195 | $4.01M | 0.1% | +271.9% | 1.526% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 286,776 | $7.97M | 0.0% | +970.2% | 3.035% | |
2/10/2023 | Schroder Investment Management Group | 162,141 | $4.50M | 0.0% | +56.4% | 1.716% | |
2/9/2023 | Citigroup Inc. | 22,212 | $617K | 0.0% | +4.6% | 0.235% | |
2/9/2023 | HighTower Advisors LLC | 279,475 | $7.76M | 0.0% | +15.1% | 2.957% | |
2/8/2023 | UBS Group AG | 102,173 | $2.84M | 0.0% | -13.0% | 1.081% | |
2/7/2023 | LPL Financial LLC | 52,866 | $1.47M | 0.0% | -2.4% | 0.559% | |
2/7/2023 | IFP Advisors Inc | 2,469 | $76K | 0.0% | -54.0% | 0.026% | |
2/1/2023 | Bank of Montreal Can | 7,372 | $210K | 0.0% | -29.0% | 0.078% | |
1/31/2023 | Kestra Advisory Services LLC | 58,368 | $1.62M | 0.0% | +15.4% | 0.618% | |
1/31/2023 | WFA of San Diego LLC | 1,005 | $28K | 0.0% | N/A | 0.011% | |
1/30/2023 | New York State Common Retirement Fund | 162,141 | $4.50M | 0.0% | N/A | 1.716% | |
1/30/2023 | Psagot Value Holdings Ltd. Israel | 53,491 | $1.49M | 0.4% | -3.2% | 0.566% | |
1/11/2023 | New England Guild Wealth Advisors Inc. | 120,820 | $3.36M | 1.8% | -45.1% | 1.313% | |
11/15/2022 | EPG Wealth Management LLC | 938 | $27K | 0.0% | N/A | 0.010% | |
11/15/2022 | Permanens Capital L.P. | 300,007 | $8.66M | 2.0% | -71.4% | 3.141% | |
11/15/2022 | Flow Traders U.S. LLC | 68,281 | $1.97M | 0.1% | +32.1% | 0.715% | |
11/14/2022 | Lazard Asset Management LLC | 71,533 | $2.06M | 0.0% | -0.5% | 0.749% | |
11/14/2022 | OLD Mission Capital LLC | 38,774 | $1.12M | 0.0% | +109.8% | 0.406% | |
11/10/2022 | UBS Group AG | 117,463 | $3.39M | 0.0% | -27.7% | 1.230% | |
11/4/2022 | First Republic Investment Management Inc. | 23,652 | $682K | 0.0% | -79.2% | 0.248% | |
11/1/2022 | Kestra Advisory Services LLC | 50,590 | $1.46M | 0.0% | +33.6% | 0.527% | |
10/31/2022 | Addison Advisors LLC | 900 | $26K | 0.0% | -26.2% | 0.009% | |
10/6/2022 | New England Guild Wealth Advisors Inc. | 219,896 | $6.35M | 3.8% | +52.6% | 2.027% | |
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad) Trump's back in the White House, but Wall Street is pissed.
Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback. Get your free guide NOW before it's too late. |
8/13/2022 | NewEdge Advisors LLC | 47,738 | $1.50M | 0.0% | +32.6% | 0.406% | |
8/13/2022 | Condor Capital Management | 8,382 | $263K | 0.0% | -9.1% | 0.071% | |
8/13/2022 | Flow Traders U.S. LLC | 51,673 | $1.62M | 0.1% | +9.8% | 0.440% | |
8/12/2022 | Robertson Stephens Wealth Management LLC | 343,836 | $10.78M | 1.0% | +0.6% | 2.926% | |
8/11/2022 | UBS Group AG | 162,437 | $5.09M | 0.0% | -2.3% | 1.382% | |
8/9/2022 | Lazard Asset Management LLC | 71,912 | $2.25M | 0.0% | N/A | 0.612% | |
8/5/2022 | OLD Mission Capital LLC | 18,484 | $579K | 0.0% | -93.7% | 0.157% | |
7/29/2022 | Avidian Wealth Solutions LLC | 10,352 | $324K | 0.0% | -66.5% | 0.089% | |
7/28/2022 | WFA of San Diego LLC | 1,005 | $31K | 0.0% | N/A | 0.009% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 9,074 | $284K | 0.0% | -88.5% | 0.078% | |