11/25/2024 | Tidal Investments LLC | 31,800 | $656K | 0.0% | +60.9% | 0.157% | |
11/25/2024 | PVG Asset Management Corp | 173,587 | $3.58M | 14.3% | +46.4% | 0.855% | |
11/15/2024 | HighTower Advisors LLC | 13,334 | $275K | 0.0% | -29.5% | 0.066% | |
11/14/2024 | Edgestream Partners L.P. | 31,793 | $656K | 0.0% | N/A | 0.157% | |
11/14/2024 | Raffles Associates LP | 230,000 | $4.75M | 4.9% | +12.2% | 1.132% | |
11/13/2024 | Bedell Frazier Investment Counselling LLC | 414,453 | $8.55M | 2.0% | +142.1% | 2.041% | |
|
11/8/2024 | Kraft Davis & Associates LLC | 29,085 | $613K | 0.2% | +39.5% | 0.143% | |
11/4/2024 | Axxcess Wealth Management LLC | 10,970 | $226K | 0.0% | +17.7% | 0.054% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 335,151 | $6.91M | 1.2% | +146.5% | 1.650% | |
11/1/2024 | Atria Investments Inc | 16,305 | $336K | 0.0% | +24.7% | 0.080% | |
10/30/2024 | Arlington Capital Management Inc. | 203,836 | $4.21M | 3.5% | +38.7% | 1.004% | |
10/25/2024 | IMC Chicago LLC | 98,333 | $2.03M | 0.0% | N/A | 0.484% | |
10/25/2024 | Peregrine Asset Advisers Inc. | 15,000 | $309K | 0.1% | +50.0% | 0.074% | |
10/25/2024 | Fidelis Capital Partners LLC | 11,800 | $242K | 0.0% | N/A | 0.058% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 18,750 | $387K | 0.1% | -9.6% | 0.092% | |
10/25/2024 | Integrated Advisors Network LLC | 1,099,751 | $22.69M | 1.1% | +5,141.2% | 5.415% | |
10/23/2024 | Canal Capital Management LLC | 41,350 | $853K | 0.1% | N/A | 0.204% | |
10/10/2024 | Simplicity Wealth LLC | 11,000 | $227K | 0.0% | N/A | 0.054% | |
10/3/2024 | SG Americas Securities LLC | 63,718 | $1.32M | 0.0% | N/A | 0.314% | |
8/22/2024 | PVG Asset Management Corp | 118,603 | $2.73M | 10.8% | N/A | 0.584% | |
8/14/2024 | Squarepoint Ops LLC | 78,276 | $1.80M | 0.0% | -62.3% | 0.385% | |
8/14/2024 | Raffles Associates LP | 205,000 | $4.72M | 5.3% | +13.9% | 1.009% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 16,141 | $372K | 0.0% | -75.9% | 0.079% | |
8/9/2024 | Peregrine Asset Advisers Inc. | 10,000 | $230K | 0.1% | N/A | 0.049% | |
8/8/2024 | Envestnet Asset Management Inc. | 205,714 | $4.74M | 0.0% | +48.0% | 1.013% | |
8/2/2024 | Legacy Capital Wealth Partners LLC | 135,943 | $3.13M | 0.8% | N/A | 0.669% | |
8/2/2024 | Adell Harriman & Carpenter Inc. | 10,000 | $230K | 0.0% | -20.0% | 0.049% | |
7/31/2024 | Banque Cantonale Vaudoise | 10,000 | $230K | 0.0% | N/A | 0.049% | |
7/29/2024 | Kraft Davis & Associates LLC | 20,845 | $484K | 0.1% | -38.9% | 0.103% | |
5/16/2024 | Kraft Davis & Associates LLC | 34,125 | $867K | 0.3% | +92.0% | 0.168% | |
5/14/2024 | Axxcess Wealth Management LLC | 11,725 | $291K | 0.0% | +64.7% | 0.058% | |
5/8/2024 | Headlands Technologies LLC | 52,460 | $1.30M | 0.3% | +79.0% | 0.258% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 20,750 | $516K | 0.1% | N/A | 0.086% | |
4/30/2024 | Norden Group LLC | 12,500 | $311K | 0.0% | N/A | 0.052% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 66,890 | $1.66M | 0.0% | N/A | 0.279% | |
4/24/2024 | Arlington Capital Management Inc. | 122,361 | $3.04M | 2.6% | N/A | 0.510% | |
4/13/2024 | IMC Chicago LLC | 47,524 | $1.18M | 0.0% | -92.5% | 0.173% | |
4/11/2024 | Private Harbour Investment Management & Counsel LLC | 45,701 | $1.14M | 1.2% | -1.0% | 0.166% | |
4/10/2024 | Gunderson Capital Management Inc. | 364,584 | $9.06M | 4.2% | +153.6% | 1.328% | |
3/12/2024 | PVG Asset Management Corp | 60,621 | $1.81M | 8.8% | +146.6% | 0.221% | |
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2/26/2024 | Integrated Advisors Network LLC | 45,469 | $1.36M | 0.1% | +62.0% | 0.166% | |
2/14/2024 | VitalStone Financial LLC | 3,950 | $118K | 0.1% | +12.9% | 0.014% | |
2/13/2024 | Bedell Frazier Investment Counselling LLC | 207,509 | $6.21M | 1.7% | -37.4% | 0.756% | |
2/13/2024 | Tower Research Capital LLC TRC | 170,210 | $5.09M | 0.1% | +61.6% | 0.620% | |
2/12/2024 | Parallel Advisors LLC | 3,318 | $99K | 0.0% | +17.2% | 0.012% | |
2/9/2024 | IMC Chicago LLC | 636,609 | $19.05M | 0.0% | +53.4% | 2.318% | |
2/8/2024 | Meridian Wealth Management LLC | 44,711 | $1.38M | 0.1% | -2.3% | 0.163% | |
2/6/2024 | Axxcess Wealth Management LLC | 7,120 | $213K | 0.0% | +24.3% | 0.026% | |
2/6/2024 | Summit Financial LLC | 35,389 | $1.06M | 0.1% | N/A | 0.129% | |
2/5/2024 | Adell Harriman & Carpenter Inc. | 10,000 | $299K | 0.0% | +48.0% | 0.036% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 79,879 | $2.39M | 0.7% | N/A | 0.291% | |
2/2/2024 | Headlands Technologies LLC | 29,307 | $877K | 0.3% | N/A | 0.107% | |
2/1/2024 | Capital Investment Advisory Services LLC | 2,464 | $74K | 0.0% | N/A | 0.009% | |
1/31/2024 | Kraft Davis & Associates LLC | 17,770 | $510K | 0.2% | N/A | 0.065% | |
1/29/2024 | ORG Partners LLC | 2,767 | $83K | 0.0% | N/A | 0.010% | |
1/25/2024 | Manchester Financial Inc. | 816,080 | $24.42M | 6.8% | -7.6% | 2.972% | |
1/24/2024 | Arkadios Wealth Advisors | 11,018 | $330K | 0.0% | +6.4% | 0.040% | |
1/17/2024 | Cadent Capital Advisors LLC | 162,870 | $4.87M | 2.4% | -49.4% | 0.593% | |
1/11/2024 | Private Harbour Investment Management & Counsel LLC | 46,176 | $1.38M | 1.6% | -3.2% | 0.168% | |
1/10/2024 | Dfpg Investments LLC | 11,977 | $369K | 0.0% | N/A | 0.044% | |
1/8/2024 | Baldwin Brothers LLC MA | 2,000 | $60K | 0.0% | -50.0% | 0.007% | |
1/5/2024 | Gunderson Capital Management Inc. | 143,753 | $4.30M | 2.5% | N/A | 0.523% | |
1/3/2024 | Doliver Advisors LP | 7,610 | $228K | 0.1% | -26.4% | 0.028% | |
12/11/2023 | Sunbelt Securities Inc. | 10,020 | $372K | 0.1% | +81.9% | 0.036% | |
11/16/2023 | Integrated Advisors Network LLC | 28,061 | $1.04M | 0.1% | +6.6% | 0.102% | |
11/16/2023 | VitalStone Financial LLC | 3,500 | $123K | 0.1% | +250.0% | 0.013% | |
11/15/2023 | Townsquare Capital LLC | 31,237 | $1.16M | 0.0% | N/A | 0.114% | |
11/15/2023 | Axxcess Wealth Management LLC | 5,730 | $213K | 0.0% | N/A | 0.021% | |
11/14/2023 | Tower Research Capital LLC TRC | 105,328 | $3.91M | 0.1% | -2.0% | 0.384% | |
11/13/2023 | TRUE Private Wealth Advisors | 7,401 | $275K | 0.0% | -43.9% | 0.027% | |
11/8/2023 | HighTower Advisors LLC | 15,507 | $575K | 0.0% | +25.0% | 0.056% | |
11/8/2023 | Pathstone Family Office LLC | 408,933 | $15.18M | 0.1% | N/A | 1.489% | |
11/8/2023 | GABELLI & Co INVESTMENT ADVISERS INC. | 25,600 | $950K | 0.2% | N/A | 0.093% | |
11/8/2023 | Sowell Financial Services LLC | 45,196 | $1.68M | 0.1% | N/A | 0.165% | |
11/7/2023 | Adell Harriman & Carpenter Inc. | 6,758 | $251K | 0.0% | -53.8% | 0.025% | |
11/6/2023 | Manchester Financial Inc. | 883,289 | $32.78M | 9.6% | -5.7% | 3.217% | |
10/27/2023 | PVG Asset Management Corp | 24,580 | $912K | 6.2% | N/A | 0.090% | |
10/25/2023 | Canal Capital Management LLC | 23,857 | $885K | 0.2% | +1.3% | 0.087% | |
10/25/2023 | Advisor Resource Council | 14,860 | $551K | 0.3% | -38.3% | 0.054% | |
10/24/2023 | Raymond James & Associates | 172,962 | $6.42M | 0.0% | N/A | 0.630% | |
10/19/2023 | First Personal Financial Services | 2,532 | $94K | 0.0% | -14.4% | 0.009% | |
10/17/2023 | Meridian Wealth Management LLC | 45,747 | $1.66M | 0.1% | +1.6% | 0.167% | |
10/13/2023 | SG Americas Securities LLC | 19,987 | $742K | 0.0% | +226.3% | 0.073% | |
10/13/2023 | Brave Asset Management Inc. | 5,480 | $203K | 0.1% | N/A | 0.020% | |
10/13/2023 | Arkadios Wealth Advisors | 10,357 | $384K | 0.0% | -9.5% | 0.038% | |
10/12/2023 | IMC Chicago LLC | 414,950 | $15.40M | 0.0% | N/A | 1.511% | |
10/10/2023 | Juncture Wealth Strategies LLC | 118,513 | $4.40M | 2.1% | N/A | 0.432% | |
10/10/2023 | Doliver Advisors LP | 10,346 | $384K | 0.1% | -29.2% | 0.038% | |
9/21/2023 | Barclays PLC | 1,000 | $34K | 0.0% | N/A | 0.004% | |
8/21/2023 | VitalStone Financial LLC | 1,000 | $34K | 0.0% | N/A | 0.004% | |
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. |
8/15/2023 | Poehling Capital Management INC. | 29,468 | $1.01M | 0.3% | -55.4% | 0.107% | |
8/15/2023 | Hamilton Wealth LLC | 6,500 | $223K | 0.1% | N/A | 0.024% | |
8/14/2023 | Tower Research Capital LLC TRC | 107,517 | $3.69M | 0.1% | +14.6% | 0.392% | |
8/14/2023 | Bedell Frazier Investment Counseling LLC | 334,240 | $11.46M | 3.4% | -0.5% | 1.217% | |
8/11/2023 | Garnet Equity Capital Holdings Inc. | 120,000 | $4.12M | 1.5% | -20.0% | 0.437% | |
8/10/2023 | Gamco Investors INC. ET AL | 27,500 | $943K | 0.0% | +10.0% | 0.100% | |
8/10/2023 | AlphaCore Capital LLC | 21,000 | $720K | 0.1% | +110.0% | 0.076% | |
8/8/2023 | Private Harbour Investment Management & Counsel LLC | 47,710 | $1.64M | 1.8% | -1.4% | 0.174% | |
8/4/2023 | Parallel Advisors LLC | 1,116 | $38K | 0.0% | +272.0% | 0.004% | |
8/4/2023 | Adell Harriman & Carpenter Inc. | 14,640 | $501K | 0.1% | +46.4% | 0.053% | |