5/24/2024 | Cetera Advisors LLC | 15,623 | $950K | 0.0% | +38.0% | 0.001% | |
5/24/2024 | Cetera Investment Advisers | 65,183 | $3.96M | 0.0% | +287.8% | 0.004% | |
5/21/2024 | Atria Investments Inc | 36,795 | $2.24M | 0.0% | +25.8% | 0.002% | |
5/20/2024 | Virtu Financial LLC | 17,843 | $1.08M | 0.1% | N/A | 0.001% | |
5/17/2024 | Tidal Investments LLC | 15,466 | $940K | 0.0% | +10.8% | 0.001% | |
5/16/2024 | Levin Capital Strategies L.P. | 5,000 | $304K | 0.0% | N/A | 0.000% | |
|
5/16/2024 | B. Riley Wealth Advisors Inc. | 9,159 | $506K | 0.0% | +21.4% | 0.001% | |
5/16/2024 | Janus Henderson Group PLC | 300,000 | $18.23M | 0.0% | N/A | 0.017% | |
5/15/2024 | Ascent Group LLC | 37,644 | $2.29M | 0.2% | -9.3% | 0.002% | |
5/15/2024 | SVB Wealth LLC | 3,377 | $205K | 0.0% | -11.4% | 0.000% | |
5/15/2024 | Sandia Investment Management LP | 5,000 | $304K | 0.3% | N/A | 0.000% | |
5/15/2024 | Fairview Capital Investment Management LLC | 194,710 | $11.83M | 0.7% | +8.9% | 0.011% | |
5/15/2024 | Huber Capital Management LLC | 34,500 | $2.10M | 0.5% | +42.0% | 0.002% | |
5/14/2024 | Capital International Investors | 2,163,607 | $131.50M | 0.0% | +1.8% | 0.125% | |
5/14/2024 | Capital Group Private Client Services Inc. | 286,578 | $17.42M | 0.2% | +4.9% | 0.016% | |
5/14/2024 | Heron Bay Capital Management | 101,661 | $6.18M | 1.3% | +1.1% | 0.006% | |
5/14/2024 | OLD Mission Capital LLC | 66,572 | $4.05M | 0.1% | N/A | 0.004% | |
5/14/2024 | Freestone Capital Holdings LLC | 6,913 | $420K | 0.0% | N/A | 0.000% | |
5/14/2024 | Elgethun Capital Management | 56,931 | $3.46M | 0.9% | +2.6% | 0.003% | |
5/14/2024 | MQS Management LLC | 8,192 | $498K | 0.3% | N/A | 0.000% | |
5/14/2024 | Castle Hook Partners LP | 75,000 | $4.56M | 0.1% | N/A | 0.004% | |
5/14/2024 | Pitcairn Co. | 4,165 | $253K | 0.0% | N/A | 0.000% | |
5/14/2024 | Round Hill Asset Management | 27,809 | $1.69M | 1.0% | -4.6% | 0.002% | |
5/14/2024 | Lake Street Advisors Group LLC | 10,268 | $624K | 0.0% | +1.8% | 0.001% | |
5/13/2024 | Clearbridge Investments LLC | 114,741 | $6.97M | 0.0% | -1.7% | 0.007% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 8,190 | $498K | 0.4% | -3.9% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 37,259 | $2.27M | 0.0% | +17.6% | 0.002% | |
5/11/2024 | Catalytic Wealth RIA LLC | 8,567 | $521K | 0.1% | +19.9% | 0.000% | |
5/10/2024 | Osaic Holdings Inc. | 117,488 | $7.14M | 0.0% | -55.2% | 0.007% | |
5/10/2024 | Acadian Asset Management LLC | 49,603 | $3.01M | 0.0% | +15.8% | 0.003% | |
5/10/2024 | Maso Capital Partners Ltd | 10,000 | $608K | 0.4% | N/A | 0.001% | |
5/10/2024 | Wintrust Investments LLC | 56,814 | $3.45M | 0.3% | -11.2% | 0.003% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 4,567 | $278K | 0.0% | +5.3% | 0.000% | |
5/9/2024 | Blair William & Co. IL | 5,908 | $359K | 0.0% | -6.1% | 0.000% | |
5/9/2024 | TBH Global Asset Management LLC | 12,569 | $764K | 0.2% | +4.9% | 0.001% | |
5/9/2024 | SageView Advisory Group LLC | 21,661 | $1.32M | 0.1% | -7.5% | 0.001% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 7,690 | $467K | 0.1% | -11.7% | 0.000% | |
5/8/2024 | Bleakley Financial Group LLC | 26,383 | $1.60M | 0.0% | +5.8% | 0.002% | |
5/8/2024 | Avantax Advisory Services Inc. | 7,736 | $470K | 0.0% | +10.4% | 0.000% | |
5/8/2024 | US Bancorp DE | 146,021 | $8.88M | 0.0% | -0.9% | 0.008% | |
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5/8/2024 | Russell Investments Group Ltd. | 1,004 | $61K | 0.0% | +56.1% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 52,685 | $3.20M | 0.0% | +68.1% | 0.003% | |
5/7/2024 | Sei Investments Co. | 222,373 | $13.52M | 0.0% | +1.5% | 0.013% | |
5/7/2024 | Atomi Financial Group Inc. | 7,511 | $457K | 0.0% | +12.3% | 0.000% | |
5/7/2024 | Susquehanna International Securities Ltd. | 95,088 | $5.78M | 2.3% | +2,380.1% | 0.005% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 45,893 | $2.79M | 0.0% | -7.9% | 0.003% | |
5/7/2024 | Oppenheimer & Co. Inc. | 12,528 | $761K | 0.0% | -13.7% | 0.001% | |
5/6/2024 | Quantbot Technologies LP | 4,733 | $288K | 0.0% | N/A | 0.000% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 13,566 | $825K | 0.0% | +1.6% | 0.001% | |
5/6/2024 | ORG Partners LLC | 1,655 | $101K | 0.2% | N/A | 0.000% | |
5/6/2024 | Gallacher Capital Management LLC | 5,148 | $313K | 0.2% | +14.7% | 0.000% | |
5/4/2024 | DAVENPORT & Co LLC | 2,062,543 | $125.39M | 0.8% | +36.8% | 0.119% | |
5/4/2024 | Team Hewins LLC | 3,931 | $239K | 0.0% | -13.7% | 0.000% | |
5/4/2024 | Seafarer Capital Partners LLC | 952,000 | $57.86M | 16.9% | +20.2% | 0.055% | |
5/4/2024 | Csenge Advisory Group | 13,348 | $811K | 0.0% | +8.2% | 0.001% | |
5/4/2024 | Richardson Financial Services Inc. | 10,716 | $651K | 0.5% | +8.6% | 0.001% | |
5/3/2024 | Avidian Wealth Solutions LLC | 6,396 | $389K | 0.0% | -5.8% | 0.000% | |
5/3/2024 | Callan Capital LLC | 7,039 | $428K | 0.0% | +90.5% | 0.000% | |
5/3/2024 | Central Pacific Bank Trust Division | 10,400 | $635K | 0.1% | N/A | 0.001% | |
5/2/2024 | Salomon & Ludwin LLC | 992 | $60K | 0.0% | +1,884.0% | 0.000% | |
5/2/2024 | Financial Counselors Inc. | 3,333 | $203K | 0.0% | N/A | 0.000% | |
5/2/2024 | Pittenger & Anderson Inc. | 23,475 | $1.43M | 0.1% | +5.9% | 0.001% | |
5/2/2024 | PDS Planning Inc | 3,981 | $242K | 0.0% | +16.7% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 31,386 | $1.91M | 0.0% | +1.1% | 0.002% | |
5/1/2024 | BNP Paribas Financial Markets | 7,389 | $449K | 0.0% | +62.8% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 10,635 | $646K | 0.0% | +8.0% | 0.001% | |
4/30/2024 | HB Wealth Management LLC | 3,631 | $221K | 0.0% | N/A | 0.000% | |
4/30/2024 | Outfitter Financial LLC | 20,000 | $1.22M | 1.0% | -1.2% | 0.001% | |
4/30/2024 | Cordatus Wealth Management LLC | 7,902 | $480K | 0.3% | +5.4% | 0.000% | |
4/30/2024 | Caprock Group LLC | 13,917 | $846K | 0.0% | -16.2% | 0.001% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 3,523 | $214K | 0.1% | +6.0% | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,739 | $106K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 70,461 | $4.28M | 0.0% | -7.3% | 0.004% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 4,217 | $256K | 0.0% | -4.1% | 0.000% | |
4/26/2024 | Sterling Investment Counsel LLC | 3,720 | $226K | 0.1% | +14.1% | 0.000% | |
4/26/2024 | UMB Bank n.a. | 915 | $56K | 0.0% | -21.5% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 30,135 | $1.83M | 0.0% | -2.0% | 0.002% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 3,016 | $183K | 0.0% | -22.0% | 0.000% | |
4/25/2024 | GFS Advisors LLC | 205,905 | $12.52M | 2.1% | -0.5% | 0.012% | |
4/25/2024 | Aaron Wealth Advisors LLC | 7,428 | $451K | 0.1% | +37.8% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 3,389 | $204K | 0.0% | -12.9% | 0.000% | |
4/25/2024 | Penn Davis Mcfarland Inc. | 349,838 | $21.26M | 3.3% | +16.9% | 0.020% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 34,866 | $2.12M | 0.0% | -9.3% | 0.002% | |
4/24/2024 | Premier Path Wealth Partners LLC | 17,388 | $1.06M | 0.2% | +17.2% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 26,383 | $1.60M | 0.0% | N/A | 0.002% | |
4/24/2024 | NBT Bank N A NY | 3,305 | $201K | 0.0% | N/A | 0.000% | |
4/24/2024 | Buttonwood Financial Advisors Inc. | 74,918 | $4.55M | 2.1% | +8.5% | 0.004% | |
4/23/2024 | Global Retirement Partners LLC | 7,889 | $479K | 0.0% | +184.0% | 0.000% | |
4/23/2024 | Cornell Pochily Investment Advisors Inc. | 7,046 | $428K | 0.2% | -4.8% | 0.000% | |
4/23/2024 | Sage Mountain Advisors LLC | 5,826 | $354K | 0.0% | N/A | 0.000% | |
How’d you do in 2022 (Ad) 2022 was a rough year.
At their worst, the S&P 500 was down over 25% and the NASDAQ was down over 35%, and to make things even more interesting the Fed was seemingly raising interest rates every week! Get those kind of results during the Great Financial Crisis, without having to study more |
4/23/2024 | Seven Grand Managers LLC | 62,500 | $3.80M | 1.9% | N/A | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 59,588 | $3.62M | 0.0% | -6.4% | 0.003% | |
4/22/2024 | PFG Investments LLC | 3,559 | $216K | 0.0% | N/A | 0.000% | |
4/22/2024 | Solitude Financial Services | 9,822 | $597K | 0.3% | +8.8% | 0.001% | |
4/19/2024 | Everett Harris & Co. CA | 277,437 | $16.86M | 0.2% | +0.8% | 0.016% | |
4/19/2024 | First Trust Direct Indexing L.P. | 12,290 | $747K | 0.1% | -10.7% | 0.001% | |
4/18/2024 | Naviter Wealth LLC | 22,261 | $1.35M | 0.2% | +19.6% | 0.001% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,739 | $106K | 0.0% | N/A | 0.000% | |
4/18/2024 | Hexagon Capital Partners LLC | 1,844 | $112K | 0.0% | -11.9% | 0.000% | |
4/18/2024 | Koss Olinger Consulting LLC | 63,242 | $3.84M | 2.1% | +146.9% | 0.004% | |