1/28/2025 | Appleton Partners Inc. MA | 128,775 | $1.88M | 0.1% | -3.3% | 0.002% | |
1/24/2025 | Gagnon Securities LLC | 75,506 | $1.11M | 0.2% | -1.8% | 0.001% | |
1/10/2025 | ORG Wealth Partners LLC | 5,754 | $84K | 0.0% | -22.5% | 0.000% | |
1/8/2025 | Fulton Bank N.A. | 13,599 | $200K | 0.0% | N/A | 0.000% | |
1/7/2025 | Diversified Trust Co | 12,367 | $182K | 0.0% | N/A | 0.000% | |
1/3/2025 | GAMMA Investing LLC | 12,948 | $189K | 0.0% | +53.4% | 0.000% | |
11/15/2024 | O Brien Greene & Co. Inc | 35,450 | $472K | 0.1% | -7.9% | 0.000% | |
10/31/2024 | Confluence Investment Management LLC | 55,199 | $735K | 0.0% | -1.7% | 0.001% | |
10/11/2024 | ORG Wealth Partners LLC | 7,422 | $99K | 0.0% | N/A | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 133,225 | $1.78M | 0.1% | +0.6% | 0.003% | |
|
8/12/2024 | O Brien Greene & Co. Inc | 38,505 | $512K | 0.2% | +2.7% | 0.001% | |
8/1/2024 | Rhumbline Advisers | 79,860 | $1.06M | 0.0% | -1.1% | 0.002% | |
7/9/2024 | Fulton Bank N.A. | 12,681 | $169K | 0.0% | +10.7% | 0.000% | |
7/2/2024 | Appleton Partners Inc. MA | 132,445 | $1.76M | 0.1% | +9.7% | 0.003% | |
7/1/2024 | Confluence Investment Management LLC | 56,139 | $747K | 0.0% | +2.1% | 0.001% | |
5/15/2024 | SVB Wealth LLC | 14,580 | $198K | 0.0% | +6.5% | 0.000% | |
5/6/2024 | ORG Partners LLC | 8,144 | $110K | 0.2% | N/A | 0.000% | |
4/26/2024 | Renaissance Group LLC | 538,409 | $7.32M | 0.3% | +0.2% | 0.010% | |
4/5/2024 | GAMMA Investing LLC | 8,421 | $114K | 0.0% | +29.7% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 54,961 | $747K | 0.0% | N/A | 0.001% | |
4/1/2024 | Appleton Partners Inc. MA | 120,690 | $1.64M | 0.1% | N/A | 0.002% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,917 | $51K | 0.0% | -29.5% | 0.000% | |
2/13/2024 | Lyrical Asset Management LP | 221,197 | $2.87M | 0.0% | +7.0% | 0.004% | |
2/12/2024 | 3Chopt Investment Partners LLC | 24,624 | $320K | 0.1% | -20.5% | 0.000% | |
2/9/2024 | Renaissance Group LLC | 537,546 | $6.98M | 0.3% | N/A | 0.010% | |
2/2/2024 | O Brien Greene & Co. Inc | 35,615 | $463K | 0.2% | +8.2% | 0.001% | |
2/1/2024 | GAMMA Investing LLC | 6,493 | $90K | 0.0% | N/A | 0.000% | |
2/1/2024 | Cable Hill Partners LLC | 15,722 | $205K | 0.0% | N/A | 0.000% | |
1/30/2024 | SVB Wealth LLC | 13,692 | $178K | 0.0% | +32.3% | 0.000% | |
1/16/2024 | Pacer Advisors Inc. | 42,832 | $556K | 0.0% | -96.4% | 0.001% | |
1/4/2024 | Fulton Bank N.A. | 12,091 | $158K | 0.0% | N/A | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 5,554 | $57K | 0.0% | +189.6% | 0.000% | |
11/8/2023 | O Brien Greene & Co. Inc | 32,925 | $341K | 0.1% | +3.8% | 0.001% | |
10/23/2023 | SVB Wealth LLC | 10,348 | $107K | 0.0% | -31.5% | 0.000% | |
8/21/2023 | Vestor Capital LLC | 5,209 | $59K | 0.0% | N/A | 0.000% | |
8/9/2023 | Vestor Capital LLC | 1,856 | $131K | 0.0% | N/A | 0.000% | |
8/1/2023 | Kornitzer Capital Management Inc. KS | 100,480 | $1.14M | 0.0% | N/A | 0.002% | |
7/26/2023 | 3Chopt Investment Partners LLC | 30,958 | $362K | 0.2% | -29.3% | 0.001% | |
7/25/2023 | OLD National Bancorp IN | 10,132 | $115K | 0.0% | -65.2% | 0.000% | |
7/24/2023 | SVB Wealth LLC | 15,109 | $172K | 0.0% | +15.1% | 0.000% | |
Please take this warning seriously... (Ad) I’m here to issue a stark warning to you about an unexpected $2 trillion shock that could impact every trader in the country – in the next 30 days.
In fact, I believe it could begin as soon as March 13th…
Meaning you don’t have much time to prepare. Click here like your financial health depends on it. |
7/20/2023 | O Brien Greene & Co. Inc | 95,175 | $1.08M | 0.1% | +247.0% | 0.002% | |
7/12/2023 | Pacer Advisors Inc. | 1,134,150 | $12.91M | 0.1% | -10.9% | 0.022% | |
5/23/2023 | 3Chopt Investment Partners LLC | 43,799 | $424K | 0.2% | N/A | 0.001% | |
5/12/2023 | SYSTM Wealth Solutions LLC | 46,368 | $447K | 0.1% | -7.2% | 0.001% | |
5/2/2023 | Pacer Advisors Inc. | 1,272,321 | $12.33M | 0.1% | +42.2% | 0.024% | |
4/19/2023 | OLD National Bancorp IN | 29,100 | $280K | 0.0% | -8.9% | 0.001% | |
2/14/2023 | Ativo Capital Management LLC | 99,698 | $1.04M | 1.3% | +372.1% | 0.002% | |
2/13/2023 | Alan B. Lancz & Associates Inc. | 14,000 | $146K | 0.1% | N/A | 0.000% | |
2/10/2023 | SYSTM Wealth Solutions LLC | 49,977 | $524K | 0.1% | N/A | 0.001% | |
2/10/2023 | SVB Wealth LLC | 23,894 | $249K | 0.0% | +477.3% | 0.000% | |
2/7/2023 | Gagnon Securities LLC | 76,427 | $801K | 0.2% | +401.4% | 0.001% | |
2/6/2023 | Pacer Advisors Inc. | 894,956 | $9.33M | 0.0% | +266.7% | 0.017% | |
2/3/2023 | OLD National Bancorp IN | 31,936 | $334K | 0.0% | +608.4% | 0.001% | |
2/2/2023 | O Brien Greene & Co. Inc | 27,325 | $287K | 0.1% | +88.5% | 0.001% | |
1/9/2023 | New England Research & Management Inc. | 35,475 | $370K | 0.2% | +109.8% | 0.001% | |
1/9/2023 | Yousif Capital Management LLC | 85,960 | $896K | 0.0% | +400.0% | 0.002% | |
1/4/2023 | Confluence Investment Management LLC | 50,188 | $523K | 0.0% | +394.9% | 0.001% | |
11/14/2022 | Gagnon Securities LLC | 15,242 | $777K | 0.2% | -7.5% | 0.000% | |
11/14/2022 | Renaissance Group LLC | 124,943 | $6.37M | 0.3% | -3.2% | 0.002% | |
11/9/2022 | O Brien Greene & Co. Inc | 14,496 | $739K | 0.1% | +222.0% | 0.000% | |
11/9/2022 | SVB Wealth LLC | 4,139 | $210K | 0.0% | N/A | 0.000% | |
11/4/2022 | Yousif Capital Management LLC | 17,192 | $876K | 0.0% | +6.2% | 0.000% | |
10/18/2022 | Pacer Advisors Inc. | 244,090 | $12.44M | 0.1% | +28.2% | 0.005% | |
8/23/2022 | Captrust Financial Advisors | 415,842 | $22.40M | 0.1% | -10.1% | 0.040% | |
8/1/2022 | Gagnon Securities LLC | 16,477 | $890K | 0.2% | +3.2% | 0.002% | |
7/25/2022 | OLD National Bancorp IN | 4,513 | $244K | 0.0% | N/A | 0.000% | |
7/6/2022 | Farmer Steven Patrick | 10,137 | $546K | 0.0% | N/A | 0.001% | |
5/16/2022 | Captrust Financial Advisors | 462,383 | $29.17M | 0.2% | +36,538.9% | 0.045% | |
5/13/2022 | Lyrical Asset Management LP | 14,592 | $918K | 0.0% | N/A | 0.001% | |
5/9/2022 | Gagnon Securities LLC | 15,966 | $1.01M | 0.2% | +2.5% | 0.002% | |
4/20/2022 | New England Research & Management Inc. | 17,205 | $1.08M | 0.6% | -2.6% | 0.002% | |
4/5/2022 | Pacer Advisors Inc. | 92,512 | $5.82M | 0.0% | +57.0% | 0.009% | |
4/4/2022 | Confluence Investment Management LLC | 10,004 | $629K | 0.0% | -15.2% | 0.001% | |
2/11/2022 | Renaissance Group LLC | 131,902 | $7.70M | 0.3% | -2.7% | 0.013% | |
2/10/2022 | Sierra Capital LLC | 496 | $29K | 0.0% | -26.2% | 0.000% | |
2/9/2022 | Alan B. Lancz & Associates Inc. | 61,800 | $3.61M | 0.8% | N/A | 0.006% | |
2/8/2022 | Gagnon Securities LLC | 15,570 | $907K | 0.1% | +3.7% | 0.001% | |
2/8/2022 | O Brien Greene & Co. Inc | 3,972 | $231K | 0.1% | -7.8% | 0.000% | |
2/8/2022 | Teachers Retirement System of The State of Kentucky | 58,600 | $3.42M | 0.0% | +34.7% | 0.006% | |
2/7/2022 | Inverness Counsel LLC NY | 3,960 | $231K | 0.0% | -82.6% | 0.000% | |
2/3/2022 | Todd Asset Management LLC | 58,600 | $3.42M | 0.1% | +34.7% | 0.006% | |
2/3/2022 | Pacer Advisors Inc. | 58,922 | $3.44M | 0.0% | +677.4% | 0.006% | |
1/31/2022 | Yousif Capital Management LLC | 16,317 | $952K | 0.0% | N/A | 0.002% | |
1/5/2022 | New England Research & Management Inc. | 17,670 | $1.03M | 0.5% | -9.3% | 0.002% | |
1/4/2022 | Confluence Investment Management LLC | 11,797 | $689K | 0.0% | -4.8% | 0.001% | |
11/16/2021 | Captrust Financial Advisors | 1,220 | $72K | 0.0% | -52.3% | 0.000% | |
11/12/2021 | Renaissance Group LLC | 135,537 | $8.03M | 0.3% | +0.3% | 0.013% | |
11/12/2021 | Gagnon Securities LLC | 15,015 | $914K | 0.1% | +3.1% | 0.001% | |
11/12/2021 | Ativo Capital Management LLC | 25,123 | $1.49M | 0.7% | +9.7% | 0.002% | |
11/10/2021 | Teachers Retirement System of The State of Kentucky | 43,500 | $2.58M | 0.0% | N/A | 0.004% | |
Please take this warning seriously... (Ad) I’m here to issue a stark warning to you about an unexpected $2 trillion shock that could impact every trader in the country – in the next 30 days.
In fact, I believe it could begin as soon as March 13th…
Meaning you don’t have much time to prepare. Click here like your financial health depends on it. |
11/9/2021 | Boston Private Wealth LLC | 12,871 | $763K | 0.0% | +18.0% | 0.001% | |
11/5/2021 | Todd Asset Management LLC | 43,500 | $2.58M | 0.1% | N/A | 0.004% | |
11/2/2021 | Inverness Counsel LLC NY | 22,760 | $1.35M | 0.0% | +7.9% | 0.002% | |
10/15/2021 | Pacer Advisors Inc. | 7,579 | $449K | 0.0% | +3.2% | 0.001% | |
10/8/2021 | New England Research & Management Inc. | 19,490 | $1.16M | 0.6% | +10.2% | 0.002% | |
10/5/2021 | Fulton Bank N.A. | 5,357 | $326K | 0.0% | -40.2% | 0.001% | |
10/4/2021 | Confluence Investment Management LLC | 12,391 | $734K | 0.0% | +2.2% | 0.001% | |
9/3/2021 | Parametric Portfolio Associates LLC | 1,432,810 | $103.92M | 0.1% | +7.0% | 0.136% | |
8/16/2021 | Hidden Lake Asset Management LP | 78,676 | $5.71M | 1.8% | N/A | 0.007% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 380 | $28K | 0.0% | N/A | 0.000% | |