12/13/2024 | B. Riley Wealth Advisors Inc. | 20,900 | $1.72M | 0.0% | -14.9% | 0.035% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 3,660 | $302K | 0.0% | N/A | 0.006% | |
11/25/2024 | Sanctuary Advisors LLC | 17,991 | $1.50M | 0.0% | +90.2% | 0.030% | |
11/18/2024 | Arete Wealth Advisors LLC | 34,721 | $2.87M | 0.2% | -21.4% | 0.058% | |
11/18/2024 | Sunbelt Securities Inc. | 2,310 | $191K | 0.0% | +53.0% | 0.004% | |
11/15/2024 | Goodman Advisory Group LLC | 846 | $70K | 0.0% | N/A | 0.001% | |
|
11/15/2024 | MML Investors Services LLC | 93,975 | $7.76M | 0.0% | -0.2% | 0.158% | |
11/15/2024 | Northeast Financial Consultants Inc | 12,194 | $1.01M | 0.0% | -4.7% | 0.020% | |
11/15/2024 | MCIA Inc | 5,178 | $435K | 0.1% | +42.5% | 0.009% | |
11/15/2024 | National Bank of Canada FI | 18,008 | $1.49M | 0.0% | +14.1% | 0.030% | |
11/15/2024 | EP Wealth Advisors LLC | 4,397 | $363K | 0.0% | +14.2% | 0.007% | |
11/15/2024 | Jane Street Group LLC | 209,970 | $17.33M | 0.0% | +269.8% | 0.352% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 4,777 | $394K | 0.0% | +55.5% | 0.008% | |
11/15/2024 | Stifel Financial Corp | 60,565 | $5.00M | 0.0% | -1.6% | 0.102% | |
11/15/2024 | Morse Asset Management Inc | 1,000 | $83K | 0.0% | N/A | 0.002% | |
11/15/2024 | IHT Wealth Management LLC | 6,238 | $513K | 0.0% | +24.5% | 0.010% | |
11/15/2024 | Integrated Wealth Concepts LLC | 117,501 | $9.70M | 0.1% | -0.1% | 0.197% | |
11/15/2024 | HighTower Advisors LLC | 66,416 | $5.48M | 0.0% | -7.0% | 0.111% | |
11/15/2024 | Benjamin Edwards Inc. | 3,327 | $275K | 0.0% | N/A | 0.006% | |
11/14/2024 | Flow Traders U.S. LLC | 33,969 | $2.80M | 0.1% | N/A | 0.057% | |
11/14/2024 | Captrust Financial Advisors | 20,189 | $1.67M | 0.0% | +1.4% | 0.034% | |
11/14/2024 | Icon Wealth Advisors LLC | 25,046 | $2.07M | 0.2% | +18.5% | 0.042% | |
11/14/2024 | Rockefeller Capital Management L.P. | 24,333 | $2.01M | 0.0% | +18.1% | 0.041% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 335 | $28K | 0.0% | N/A | 0.001% | |
11/14/2024 | CreativeOne Wealth LLC | 10,025 | $827K | 0.0% | N/A | 0.017% | |
11/13/2024 | Cynosure Group LLC | 19,222 | $1.59M | 0.2% | +100.0% | 0.032% | |
11/13/2024 | Townsquare Capital LLC | 3,197 | $264K | 0.0% | +16.1% | 0.005% | |
11/13/2024 | Shum Financial Group Inc. | 19,146 | $1.57M | 1.3% | N/A | 0.032% | |
11/13/2024 | FMR LLC | 33,198 | $2.74M | 0.0% | -1.5% | 0.056% | |
11/13/2024 | D.A. Davidson & CO. | 7,460 | $616K | 0.0% | -5.7% | 0.013% | |
11/13/2024 | Bank of Montreal Can | 96,390 | $7.95M | 0.0% | -1.9% | 0.162% | |
11/13/2024 | Fisher Asset Management LLC | 4,928,386 | $406.74M | 0.2% | -3.4% | 8.262% | |
11/12/2024 | One Charles Private Wealth Services LLC | 6,521 | $538K | 0.2% | N/A | 0.011% | |
11/12/2024 | Great Valley Advisor Group Inc. | 7,245 | $598K | 0.0% | +11.3% | 0.012% | |
11/12/2024 | Meridian Wealth Management LLC | 16,010 | $1.32M | 0.1% | N/A | 0.027% | |
11/12/2024 | Icon Wealth Advisors LLC | 1,194 | $99K | 0.0% | -94.3% | 0.002% | |
11/8/2024 | Etfidea LLC | 12,288 | $1.01M | 0.3% | -4.0% | 0.021% | |
11/8/2024 | Strategy Asset Managers LLC | 3,530 | $291K | 0.1% | -43.5% | 0.006% | |
11/8/2024 | PNC Financial Services Group Inc. | 13,208 | $1.09M | 0.0% | -1.6% | 0.022% | |
11/8/2024 | Summit Wealth Group LLC | 96,118 | $7.93M | 2.3% | -4.3% | 0.161% | |
Wall Street Icon: “You must get on the right side of this thing” (Ad) I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants."
I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years. This market shakeup is going to be much more intense. |
11/7/2024 | Tidemark LLC | 4,123 | $340K | 0.1% | +72.6% | 0.007% | |
11/7/2024 | MAI Capital Management | 8,735 | $721K | 0.0% | -7.4% | 0.015% | |
11/7/2024 | EQ LLC | 35,029 | $2.89M | 1.4% | +8.9% | 0.059% | |
11/7/2024 | Thrivent Financial for Lutherans | 162,232 | $13.39M | 0.0% | +4.1% | 0.272% | |
11/6/2024 | BCGM Wealth Management LLC | 2,986 | $246K | 0.1% | -8.8% | 0.005% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 74,199 | $6.12M | 0.1% | -0.6% | 0.124% | |
11/6/2024 | Balboa Wealth Partners | 2,491 | $206K | 0.1% | N/A | 0.004% | |
11/6/2024 | OneDigital Investment Advisors LLC | 29,334 | $2.42M | 0.0% | -3.1% | 0.049% | |
11/6/2024 | Kovack Advisors Inc. | 17,416 | $1.44M | 0.2% | -1.2% | 0.029% | |
11/6/2024 | Oppenheimer & Co. Inc. | 5,220 | $431K | 0.0% | -4.3% | 0.009% | |
11/5/2024 | Richardson Capital Management LLC | 827 | $68K | 0.0% | -77.3% | 0.001% | |
11/5/2024 | Aptus Capital Advisors LLC | 76,320 | $6.30M | 0.1% | -0.2% | 0.128% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 2,603 | $215K | 0.0% | N/A | 0.004% | |
11/5/2024 | Harbour Investments Inc. | 2,814 | $232K | 0.0% | +9.2% | 0.005% | |
11/4/2024 | Patten & Patten Inc. TN | 465,504 | $38.42M | 2.5% | +1.3% | 0.780% | |
11/4/2024 | Tyler Stone Wealth Management | 12,173 | $1.01M | 0.2% | +92.4% | 0.020% | |
11/4/2024 | Sigma Planning Corp | 8,696 | $718K | 0.0% | -8.2% | 0.015% | |
11/1/2024 | Sheets Smith Wealth Management | 19,793 | $1.63M | 0.2% | -2.5% | 0.033% | |
11/1/2024 | Tompkins Financial Corp | 4,500 | $371K | 0.0% | -44.9% | 0.008% | |
11/1/2024 | PFS Partners LLC | 676 | $56K | 0.0% | -28.4% | 0.001% | |
11/1/2024 | Able Wealth Management LLC | 17,157 | $1.42M | 1.1% | -9.2% | 0.029% | |
10/31/2024 | Montecito Bank & Trust | 9,020 | $744K | 0.1% | -14.7% | 0.015% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 134,040 | $11.06M | 3.3% | +5.1% | 0.225% | |
10/30/2024 | Marks Group Wealth Management Inc | 45,740 | $3.78M | 0.4% | -19.2% | 0.077% | |
10/30/2024 | Long Run Wealth Advisors LLC | 61,021 | $5.04M | 1.2% | +7.3% | 0.102% | |
10/30/2024 | Flagship Private Wealth LLC | 50,576 | $4.17M | 2.1% | +0.8% | 0.085% | |
10/30/2024 | United Advisor Group LLC | 2,719 | $224K | 0.1% | +10.8% | 0.005% | |
10/29/2024 | Cardinal Strategic Wealth Guidance | 79,618 | $6.57M | 2.2% | +1.8% | 0.133% | |
10/29/2024 | Janney Montgomery Scott LLC | 36,672 | $3.03M | 0.0% | -1.9% | 0.061% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 26,322 | $2.17M | 0.1% | -9.0% | 0.044% | |
10/28/2024 | US Bancorp DE | 17,401 | $1.44M | 0.0% | +6.3% | 0.029% | |
10/25/2024 | SteelPeak Wealth LLC | 2,832 | $234K | 0.0% | -7.1% | 0.005% | |
10/25/2024 | Highline Wealth Partners LLC | 735 | $61K | 0.0% | N/A | 0.001% | |
10/25/2024 | Integrated Advisors Network LLC | 3,584 | $296K | 0.0% | +36.6% | 0.006% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 62,462 | $5.16M | 0.0% | +13.5% | 0.105% | |
10/23/2024 | Mount Yale Investment Advisors LLC | 21,201 | $1.75M | 0.2% | +1.4% | 0.036% | |
10/23/2024 | Brighton Jones LLC | 3,763 | $311K | 0.0% | -14.2% | 0.006% | |
10/22/2024 | International Assets Investment Management LLC | 358,428 | $29.58M | 0.0% | +9,022.6% | 0.601% | |
10/22/2024 | Courier Capital LLC | 52,637 | $4.34M | 0.3% | -1.7% | 0.088% | |
10/22/2024 | Guidance Capital Inc. | 12,113 | $1.01M | 0.3% | +15.4% | 0.020% | |
10/22/2024 | Plan Group Financial LLC | 12,702 | $1.05M | 0.6% | N/A | 0.021% | |
10/22/2024 | Private Advisor Group LLC | 58,800 | $4.85M | 0.0% | +47.9% | 0.099% | |
10/21/2024 | Sharkey Howes & Javer | 30,011 | $2.48M | 0.4% | +18.8% | 0.050% | |
10/21/2024 | James Hambro & Partners LLP | 13,050 | $1.08M | 0.0% | -4.4% | 0.022% | |
10/21/2024 | Marino Stram & Associates LLC | 16,037 | $1.32M | 0.3% | -3.7% | 0.027% | |
10/21/2024 | Koss Olinger Consulting LLC | 16,912 | $1.40M | 0.1% | -1.9% | 0.028% | |
10/19/2024 | Narus Financial Partners LLC | 12,053 | $995K | 0.4% | -20.2% | 0.020% | |
10/19/2024 | Bernardo Wealth Planning LLC | 35,236 | $2.94M | 0.7% | -5.8% | 0.059% | |
10/18/2024 | Key Client Fiduciary Advisors LLC | 2,988 | $247K | 0.1% | +13.9% | 0.005% | |
10/18/2024 | Raymond James & Associates | 102,581 | $8.47M | 0.0% | -1.3% | 0.172% | |
Wall Street Icon: “You must get on the right side of this thing” (Ad) I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants."
I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years. This market shakeup is going to be much more intense. |
10/18/2024 | Slow Capital Inc. | 57,877 | $4.78M | 0.7% | +0.2% | 0.097% | |
10/18/2024 | Blue Trust Inc. | 4,000 | $331K | 0.0% | +4.0% | 0.007% | |
10/16/2024 | Good Life Advisors LLC | 6,932 | $572K | 0.0% | +100.4% | 0.012% | |
10/15/2024 | Oxinas Partners Wealth Management LLC | 14,528 | $1.20M | 0.7% | -1.0% | 0.024% | |
10/11/2024 | Creative Planning | 43,141 | $3.56M | 0.0% | +36.8% | 0.072% | |
10/11/2024 | ORG Partners LLC | 444 | $37K | 0.0% | -37.5% | 0.001% | |
10/11/2024 | VitalStone Financial LLC | 25,663 | $2.12M | 1.4% | +0.9% | 0.043% | |
10/10/2024 | Shira Ridge Wealth Management | 193,750 | $15.99M | 8.2% | +1.3% | 0.325% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 1,547 | $128K | 0.0% | -8.6% | 0.003% | |
10/10/2024 | Valeo Financial Advisors LLC | 2,799 | $231K | 0.0% | N/A | 0.005% | |