4/24/2024 | Oak Family Advisors LLC | 132,512 | $3.88M | 1.5% | -6.3% | 1.739% | |
4/22/2024 | Accordant Advisory Group Inc | 13,394 | $392K | 0.3% | N/A | 0.176% | |
2/15/2024 | Gate City Capital Management LLC | 707,802 | $20.58M | 19.6% | N/A | 9.289% | |
2/12/2024 | Pacific Ridge Capital Partners LLC | 208,207 | $6.06M | 1.2% | -3.4% | 2.732% | |
2/9/2024 | Franklin Resources Inc. | 103,315 | $3.00M | 0.0% | -5.2% | 1.356% | |
2/7/2024 | Monaco Asset Management SAM | 35,045 | $1.02M | 0.3% | -12.0% | 0.460% | |
|
2/5/2024 | Transcend Capital Advisors LLC | 7,988 | $232K | 0.0% | N/A | 0.105% | |
2/1/2024 | Harbor Advisors LLC | 7,703 | $224K | 0.0% | N/A | 0.101% | |
2/1/2024 | Towerview LLC | 215,303 | $6.26M | 3.8% | +8.0% | 2.827% | |
1/31/2024 | Redmont Wealth Advisors LLC | 27,809 | $809K | 1.2% | +22.2% | 0.365% | |
1/30/2024 | Oak Family Advisors LLC | 141,426 | $4.11M | 1.7% | -0.9% | 1.856% | |
1/24/2024 | LDR Capital Management LLC | 17,576 | $511K | 0.3% | +12.2% | 0.231% | |
1/12/2024 | SG Americas Securities LLC | 4,119 | $120K | 0.0% | N/A | 0.054% | |
1/11/2024 | Naples Global Advisors LLC | 54,865 | $1.60M | 0.2% | -15.0% | 0.720% | |
11/15/2023 | Advisors Asset Management Inc. | 25,321 | $632K | 0.0% | -25.0% | 0.333% | |
11/13/2023 | Pacific Ridge Capital Partners LLC | 215,500 | $5.38M | 1.2% | +4.3% | 2.832% | |
11/7/2023 | Virtus ETF Advisers LLC | 7,912 | $197K | 0.1% | -12.3% | 0.104% | |
11/4/2023 | Towerview LLC | 199,322 | $4.98M | 3.3% | +11.0% | 2.619% | |
10/30/2023 | LDR Capital Management LLC | 15,662 | $391K | 0.2% | +21.7% | 0.206% | |
10/25/2023 | Redmont Wealth Advisors LLC | 22,753 | $568K | 1.0% | +9.4% | 0.299% | |
10/24/2023 | Bank of New York Mellon Corp | 71,140 | $1.78M | 0.0% | +0.9% | 0.935% | |
10/20/2023 | Oak Family Advisors LLC | 142,703 | $3.56M | 1.7% | +8.4% | 1.875% | |
10/16/2023 | Naples Global Advisors LLC | 64,565 | $1.62M | 0.2% | -14.7% | 0.848% | |
9/21/2023 | Barclays PLC | 1,414 | $36K | 0.0% | -60.6% | 0.019% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 7,900 | $201K | 0.0% | -21.0% | 0.104% | |
8/10/2023 | Meitav Investment House Ltd. | 5,702 | $480K | 0.0% | N/A | 0.075% | |
8/8/2023 | Monaco Asset Management SAM | 39,845 | $1.01M | 0.3% | +13.3% | 0.524% | |
8/3/2023 | Towerview LLC | 179,500 | $4.57M | 3.0% | +18.3% | 2.359% | |
8/3/2023 | Bank of New York Mellon Corp | 70,536 | $1.80M | 0.0% | +1.2% | 0.927% | |
7/28/2023 | Marquette Asset Management LLC | 13,699 | $349K | 0.1% | +65.2% | 0.180% | |
7/27/2023 | EA Series Trust | 10,763 | $274K | 0.0% | N/A | 0.141% | |
7/26/2023 | Janney Montgomery Scott LLC | 8,664 | $221K | 0.0% | N/A | 0.114% | |
7/24/2023 | Meitav Investment House Ltd. | 5,702 | $480K | 0.0% | N/A | 0.075% | |
7/20/2023 | Redmont Wealth Advisors LLC | 20,791 | $529K | 0.9% | +12.5% | 0.273% | |
7/17/2023 | Naples Global Advisors LLC | 75,650 | $1.93M | 0.2% | -6.4% | 0.995% | |
5/8/2023 | CM Management LLC | 215,000 | $5.20M | 6.2% | +13.2% | 2.829% | |
5/5/2023 | Moors & Cabot Inc. | 10,465 | $253K | 0.0% | -5.4% | 0.138% | |
5/1/2023 | Marquette Asset Management LLC | 8,291 | $201K | 0.1% | +41.1% | 0.109% | |
5/1/2023 | Oak Family Advisors LLC | 131,988 | $3.19M | 1.6% | +78.5% | 1.737% | |
4/28/2023 | Ameritas Advisory Services LLC | 20,240 | $487K | 0.0% | +3.3% | 0.266% | |
Rich Dad Poor Dad Author Shocks Millions With 2024 Crash Warning (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>>
Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air:
“Am I worried about this? Absolutely not.”
Frankly, I've never seen someone so confident in being wrong…
Because what’s happening to the US Dollar is not something you should “keep an eye on”…
But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE |
4/27/2023 | North Star Investment Management Corp. | 36,295 | $878K | 0.1% | +55.1% | 0.478% | |
4/27/2023 | Tiedemann Advisors LLC | 28,294 | $686K | 0.0% | -26.6% | 0.372% | |
4/21/2023 | Redmont Wealth Advisors LLC | 18,486 | $447K | 0.9% | +12.5% | 0.243% | |
4/17/2023 | Naples Global Advisors LLC | 80,825 | $1.96M | 0.2% | -6.2% | 1.063% | |
2/14/2023 | Pacific Ridge Capital Partners LLC | 196,869 | $4.70M | 1.1% | -1.8% | 2.590% | |
2/13/2023 | M Holdings Securities Inc. | 10,460 | $250K | 0.0% | -10.7% | 0.138% | |
2/10/2023 | Ameritas Advisory Services LLC | 19,585 | $467K | 0.0% | N/A | 0.258% | |
2/10/2023 | Franklin Resources Inc. | 45,450 | $1.09M | 0.0% | +26.7% | 0.598% | |
2/9/2023 | CM Management LLC | 190,000 | $4.54M | 5.4% | +8.6% | 2.500% | |
2/9/2023 | Abundance Wealth Counselors | 10,708 | $256K | 0.1% | -7.0% | 0.141% | |
2/9/2023 | Horizon Kinetics Asset Management LLC | 11,200 | $267K | 0.0% | -3.4% | 0.147% | |
2/7/2023 | Horizon Kinetics Asset Management LLC | 11,200 | $267K | 0.0% | -3.4% | 0.148% | |
2/7/2023 | Moors & Cabot Inc. | 5,995 | $222K | 0.0% | -47.5% | 0.079% | |
2/3/2023 | Monaco Asset Management SAM | 35,176 | $840K | 0.2% | -24.7% | 0.463% | |
2/2/2023 | Abundance Wealth Counselors | 10,708 | $256K | 0.1% | -7.0% | 0.141% | |
2/2/2023 | Dfpg Investments LLC | 23,293 | $578K | 0.1% | -37.6% | 0.307% | |
2/2/2023 | Towerview LLC | 151,785 | $3.62M | 2.3% | +133.5% | 2.000% | |
2/1/2023 | Hunter Associates Investment Management LLC | 20,600 | $494K | 0.1% | +30.4% | 0.271% | |
1/31/2023 | Monaco Asset Management SAM | 35,176 | $840K | 0.3% | -24.7% | 0.463% | |
1/27/2023 | Oak Family Advisors LLC | 73,927 | $1.77M | 0.9% | -50.6% | 0.974% | |
1/20/2023 | Naples Global Advisors LLC | 86,175 | $2.06M | 0.3% | +8.3% | 1.135% | |
11/16/2022 | Horizon Kinetics Asset Management LLC | 11,600 | $328K | 0.0% | -7.2% | 0.153% | |
11/15/2022 | Uniplan Investment Counsel Inc. | 147,269 | $4.16M | 0.3% | -0.5% | 1.947% | |
11/14/2022 | Worth Venture Partners LLC | 8,138 | $230K | 0.1% | +9.4% | 0.108% | |
11/14/2022 | Virtus ETF Advisers LLC | 39,926 | $1.13M | 0.4% | -18.3% | 0.528% | |
11/14/2022 | Boothbay Fund Management LLC | 86,466 | $2.44M | 0.1% | +42.3% | 1.143% | |
11/10/2022 | Pacific Ridge Capital Partners LLC | 200,533 | $5.66M | 1.5% | +2.8% | 2.653% | |
11/10/2022 | Samalin Investment Counsel LLC | 7,636 | $216K | 0.2% | +10.4% | 0.101% | |
11/9/2022 | LDR Capital Management LLC | 12,870 | $363K | 0.2% | N/A | 0.170% | |
11/8/2022 | Advisors Asset Management Inc. | 53,395 | $1.51M | 0.0% | +3.5% | 0.706% | |
11/8/2022 | Moors & Cabot Inc. | 11,415 | $322K | 0.0% | +15.9% | 0.151% | |
11/3/2022 | Towerview LLC | 65,000 | $1.84M | 1.1% | +137.0% | 0.860% | |
11/3/2022 | Barclays PLC | 3,835 | $109K | 0.0% | -36.6% | 0.051% | |
11/2/2022 | Hunter Associates Investment Management LLC | 15,800 | $445K | 0.1% | N/A | 0.209% | |
11/1/2022 | Abundance Wealth Counselors | 11,515 | $325K | 0.1% | +8.2% | 0.152% | |
10/31/2022 | Monaco Asset Management SAM | 46,697 | $1.32M | 0.5% | -21.7% | 0.617% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 2,525 | $71K | 0.0% | N/A | 0.033% | |
10/25/2022 | Raymond James & Associates | 7,309 | $206K | 0.0% | +16.5% | 0.097% | |
10/24/2022 | Dfpg Investments LLC | 37,309 | $1.05M | 0.4% | +3.4% | 0.493% | |
10/20/2022 | Naples Global Advisors LLC | 79,600 | $2.29M | 0.3% | +17.6% | 1.052% | |
10/20/2022 | Ellsworth Advisors LLC | 11,702 | $330K | 0.1% | -3.6% | 0.155% | |
10/6/2022 | Marquette Asset Management LLC | 5,875 | $166K | 0.1% | +83.7% | 0.078% | |
8/18/2022 | Dean Investment Associates LLC | 18,718 | $667K | 0.1% | +9.4% | 0.247% | |
8/16/2022 | Dean Capital Management | 12,939 | $461K | 0.4% | +10.8% | 0.171% | |
8/12/2022 | Virtus ETF Advisers LLC | 48,861 | $1.74M | 0.6% | +9.1% | 0.646% | |
8/11/2022 | Naples Global Advisors LLC | 67,675 | $2.43M | 0.3% | +10.0% | 0.895% | |
8/11/2022 | O Shaughnessy Asset Management LLC | 17,857 | $636K | 0.0% | +60.9% | 0.236% | |
8/11/2022 | Trexquant Investment LP | 6,538 | $233K | 0.0% | N/A | 0.086% | |
8/10/2022 | Pacific Ridge Capital Partners LLC | 195,029 | $6.95M | 1.6% | -4.2% | 2.578% | |
8/8/2022 | Advisors Asset Management Inc. | 51,585 | $1.84M | 0.0% | +15.7% | 0.682% | |
Rich Dad Poor Dad Author Shocks Millions With 2024 Crash Warning (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>>
Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air:
“Am I worried about this? Absolutely not.”
Frankly, I've never seen someone so confident in being wrong…
Because what’s happening to the US Dollar is not something you should “keep an eye on”…
But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE |
8/8/2022 | Moors & Cabot Inc. | 9,845 | $351K | 0.0% | +33.1% | 0.130% | |
8/8/2022 | TownSquare Capital LLC | 34,368 | $1.23M | 0.0% | -3.6% | 0.454% | |
8/8/2022 | CM Management LLC | 175,000 | $6.24M | 6.6% | -2.8% | 2.313% | |
8/5/2022 | Abundance Wealth Counselors | 10,646 | $379K | 0.1% | +10.8% | 0.141% | |
8/5/2022 | Horizon Kinetics Asset Management LLC | 12,500 | $445K | 0.0% | -15.5% | 0.165% | |
8/4/2022 | Towerview LLC | 27,425 | $977K | 0.5% | -70.4% | 0.363% | |
8/1/2022 | Monaco Asset Management SAM | 59,623 | $2.12M | 0.9% | N/A | 0.788% | |
8/1/2022 | Dfpg Investments LLC | 36,083 | $1.25M | 0.5% | -1.0% | 0.477% | |
7/29/2022 | Oak Family Advisors LLC | 127,717 | $4.55M | 2.3% | +1.0% | 1.688% | |
7/22/2022 | Truist Financial Corp | 7,541 | $269K | 0.0% | +15.5% | 0.100% | |