5/10/2024 | Vanguard Group Inc. | 1,131,284 | $11.51M | 0.0% | -1.0% | 2.390% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,670 | $119K | 0.0% | N/A | 0.025% | |
4/25/2024 | Whalen Wealth Management Inc. | 23,873 | $243K | 0.2% | N/A | 0.050% | |
4/24/2024 | Arlington Capital Management Inc. | 10,515 | $107K | 0.1% | N/A | 0.022% | |
2/13/2024 | Gabelli Funds LLC | 61,202 | $589K | 0.0% | +2.1% | 0.130% | |
2/13/2024 | Teton Advisors Inc. | 62,427 | $601K | 0.2% | -3.9% | 0.133% | |
|
2/13/2024 | Tower Research Capital LLC TRC | 5,712 | $55K | 0.0% | +622.1% | 0.012% | |
2/12/2024 | Olympiad Research LP | 11,176 | $108K | 0.1% | N/A | 0.024% | |
2/6/2024 | TCG Advisory Services LLC | 215,000 | $2.07M | 0.1% | -9.3% | 0.457% | |
2/5/2024 | Victory Capital Management Inc. | 94,800 | $912K | 0.0% | +17.6% | 0.202% | |
1/31/2024 | Federated Hermes Inc. | 20,000 | $192K | 0.0% | -75.0% | 0.043% | |
1/26/2024 | Baillie Gifford & Co. | 964,800 | $9.28M | 0.0% | N/A | 2.052% | |
1/25/2024 | Nisa Investment Advisors LLC | 4,328 | $42K | 0.0% | N/A | 0.009% | |
1/22/2024 | Perkins Capital Management Inc. | 118,250 | $1.14M | 1.0% | -13.4% | 0.251% | |
1/18/2024 | Blue Trust Inc. | 7,500 | $72K | 0.0% | N/A | 0.016% | |
11/14/2023 | Sherbrooke Park Advisers LLC | 11,958 | $72K | 0.0% | N/A | 0.025% | |
11/13/2023 | Federated Hermes Inc. | 80,000 | $482K | 0.0% | +83.7% | 0.170% | |
11/13/2023 | Kestra Advisory Services LLC | 37,800 | $228K | 0.0% | +127.0% | 0.080% | |
11/8/2023 | Gabelli Funds LLC | 59,927 | $361K | 0.0% | +151.8% | 0.129% | |
11/8/2023 | Gamco Investors INC. ET AL | 53,050 | $319K | 0.0% | +280.3% | 0.115% | |
11/8/2023 | Teton Advisors Inc. | 64,927 | $391K | 0.1% | +20.4% | 0.140% | |
11/8/2023 | Kestra Private Wealth Services LLC | 11,922 | $72K | 0.0% | N/A | 0.026% | |
11/7/2023 | Barclays PLC | 22,807 | $137K | 0.0% | +549.4% | 0.049% | |
11/6/2023 | Victory Capital Management Inc. | 80,637 | $485K | 0.0% | N/A | 0.174% | |
10/27/2023 | Emerald Mutual Fund Advisers Trust | 869,817 | $5.24M | 0.3% | +15.6% | 1.879% | |
10/26/2023 | Emerald Advisers LLC | 1,129,507 | $6.80M | 0.3% | +17.4% | 2.440% | |
10/24/2023 | Bank of New York Mellon Corp | 170,746 | $1.03M | 0.0% | -2.8% | 0.369% | |
9/21/2023 | Barclays PLC | 3,512 | $33K | 0.0% | -40.7% | 0.008% | |
8/18/2023 | Legato Capital Management LLC | 102,443 | $965K | 0.1% | +70.2% | 0.221% | |
8/14/2023 | Driehaus Capital Management LLC | 800,991 | $7.55M | 0.1% | +29.0% | 1.801% | |
8/11/2023 | Trexquant Investment LP | 73,177 | $689K | 0.0% | -15.9% | 0.165% | |
8/10/2023 | Teton Advisors Inc. | 53,927 | $508K | 0.1% | N/A | 0.121% | |
8/10/2023 | Gamco Investors INC. ET AL | 13,950 | $131K | 0.0% | N/A | 0.031% | |
8/10/2023 | Gabelli Funds LLC | 23,797 | $224K | 0.0% | +134.3% | 0.054% | |
8/10/2023 | Cetera Advisors LLC | 17,809 | $168K | 0.0% | -18.1% | 0.040% | |
8/4/2023 | American International Group Inc. | 8,472 | $80K | 0.0% | +49.4% | 0.019% | |
8/3/2023 | Bank of New York Mellon Corp | 175,699 | $1.66M | 0.0% | +10.6% | 0.395% | |
8/2/2023 | Bank of Montreal Can | 38,949 | $375K | 0.0% | N/A | 0.088% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 3,395 | $32K | 0.0% | +98.1% | 0.008% | |
7/24/2023 | BerganKDV Wealth Management LLC | 3,500 | $33K | 0.0% | N/A | 0.008% | |
Trump is sounding the alarm (Ad) Europe is one of the latest to release a central bank digital currency and along with it, new cash rules. Christine Lagarde, President of the European Central Bank, shared "Now we have in Europe this threshold, above 1,000 euros you cannot pay cash… if you get caught you are fined or you are going to jail".
Are you prepared? Click here to get your complimentary retirement guide! |
7/21/2023 | Perkins Capital Management Inc. | 136,500 | $1.29M | 1.1% | -2.5% | 0.307% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 3,395 | $32K | 0.0% | +98.1% | 0.008% | |
5/9/2023 | Russell Investments Group Ltd. | 53,489 | $609K | 0.0% | N/A | 0.121% | |
5/8/2023 | Federated Hermes Inc. | 16,670 | $190K | 0.0% | -47.9% | 0.038% | |
5/4/2023 | Essex Investment Management Co. LLC | 188,330 | $2.14M | 0.3% | +18.0% | 0.424% | |
5/4/2023 | Emerald Mutual Fund Advisers Trust | 650,839 | $7.41M | 0.4% | +10.3% | 1.466% | |
5/4/2023 | Emerald Advisers LLC | 841,160 | $9.57M | 0.5% | +6.5% | 1.895% | |
5/4/2023 | Calamos Advisors LLC | 13,225 | $151K | 0.0% | N/A | 0.030% | |
5/3/2023 | Jump Financial LLC | 50,400 | $574K | 0.0% | +358.5% | 0.114% | |
4/28/2023 | Avantax Advisory Services Inc. | 25,300 | $288K | 0.0% | +57.6% | 0.057% | |
4/24/2023 | TCG Advisory Services LLC | 139,000 | $1.58M | 0.3% | N/A | 0.317% | |
4/14/2023 | Dakota Wealth Management | 14,719 | $168K | 0.0% | N/A | 0.034% | |
2/8/2023 | Belpointe Asset Management LLC | 11,550 | $82K | 0.0% | -48.8% | 0.028% | |
2/3/2023 | Emerald Mutual Fund Advisers Trust | 590,158 | $4.20M | 0.3% | +13.8% | 1.418% | |
2/3/2023 | Emerald Advisers LLC | 789,863 | $5.62M | 0.3% | +22.5% | 1.898% | |
2/3/2023 | Essex Investment Management Co. LLC | 159,644 | $1.14M | 0.2% | N/A | 0.384% | |
2/1/2023 | Legato Capital Management LLC | 60,204 | $428K | 0.1% | N/A | 0.145% | |
1/26/2023 | Perkins Capital Management Inc. | 140,000 | $995K | 1.1% | N/A | 0.336% | |
11/15/2022 | TCG Advisory Services LLC | 129,000 | $987K | 0.3% | +180.4% | 0.310% | |
11/14/2022 | Cubist Systematic Strategies LLC | 105,624 | $808K | 0.0% | N/A | 0.261% | |
11/14/2022 | Lazard Asset Management LLC | 9,695 | $74K | 0.0% | N/A | 0.024% | |
11/7/2022 | Virtu Financial LLC | 22,795 | $174K | 0.0% | N/A | 0.056% | |
11/2/2022 | Avantax Advisory Services Inc. | 11,400 | $87K | 0.0% | -28.1% | 0.028% | |
11/1/2022 | Fortem Financial Group LLC | 140,000 | $1.07M | 0.7% | +250.0% | 0.346% | |
10/25/2022 | Emerald Mutual Fund Advisers Trust | 518,814 | $3.97M | 0.3% | -37.9% | 1.282% | |
10/25/2022 | Emerald Advisers LLC | 644,588 | $4.93M | 0.3% | -34.2% | 1.593% | |
8/13/2022 | Ronald Blue Trust Inc. | 6,194 | $67K | 0.0% | N/A | 0.015% | |
8/13/2022 | Needham Investment Management LLC | 20,000 | $120K | 0.0% | -90.1% | 0.050% | |
8/12/2022 | TCG Advisory Services LLC | 46,000 | $277K | 0.1% | N/A | 0.114% | |
8/2/2022 | Avantax Advisory Services Inc. | 15,860 | $95K | 0.0% | N/A | 0.039% | |
7/29/2022 | Emerald Advisers LLC | 979,427 | $5.90M | 0.3% | -2.0% | 2.430% | |
5/16/2022 | Mairs & Power Inc. | 204,511 | $2.22M | 0.0% | +47.4% | 0.512% | |
4/29/2022 | Emerald Mutual Fund Advisers Trust | 835,904 | $9.05M | 0.4% | -6.2% | 2.095% | |
4/29/2022 | Emerald Advisers LLC | 998,983 | $10.82M | 0.4% | +15.2% | 2.503% | |
4/28/2022 | Belpointe Asset Management LLC | 22,570 | $244K | 0.0% | +25.2% | 0.057% | |
4/27/2022 | Fortem Financial Group LLC | 40,000 | $433K | 0.2% | +300.0% | 0.100% | |
2/17/2022 | Penn Capital Management Company LLC | 218,417 | $5.94M | 0.6% | -11.2% | 0.559% | |
2/14/2022 | Needham Investment Management LLC | 50,350 | $817K | 0.1% | +22.8% | 0.129% | |
2/8/2022 | Swiss National Bank | 21,500 | $349K | 0.0% | N/A | 0.055% | |
2/8/2022 | Stegent Equity Advisors Inc. | 28,284 | $457K | 0.4% | N/A | 0.072% | |
2/8/2022 | Northern Trust Corp | 76,703 | $1.25M | 0.0% | +5.2% | 0.196% | |
2/2/2022 | New York State Common Retirement Fund | 6,864 | $111K | 0.0% | -96.9% | 0.018% | |
2/2/2022 | Emerald Mutual Fund Advisers Trust | 890,876 | $14.45M | 0.5% | +46.7% | 2.281% | |
2/2/2022 | Emerald Advisers LLC | 867,511 | $14.07M | 0.5% | +44.5% | 2.221% | |
1/28/2022 | Allspring Global Investments Holdings LLC | 429,629 | $6.97M | 0.0% | N/A | 1.100% | |
1/28/2022 | Exane Derivatives | 2,874 | $47K | 0.0% | N/A | 0.007% | |
1/20/2022 | Fortem Financial Group LLC | 10,000 | $162K | 0.1% | N/A | 0.026% | |
1/20/2022 | Kestra Advisory Services LLC | 13,150 | $213K | 0.0% | -61.6% | 0.034% | |
12/8/2021 | Moors & Cabot Inc. | 25,000 | $25K | 0.0% | N/A | 0.064% | |
11/16/2021 | Metropolitan Life Insurance Co NY | 2,708 | $74K | 0.0% | N/A | 0.007% | |
The ONE AI Stock to own now. (It’s not Nvidia.) (Ad) Don’t panic — you haven’t missed the boat on AI.
In fact, it has barely launched.
Sure, the early stages of this boom were big …
But I believe the real wealth in AI has yet to be made … Click here to see the presentation now. |
11/15/2021 | Mairs & Power Inc. | 138,465 | $3.77M | 0.0% | +41.0% | 0.354% | |
11/15/2021 | Neuberger Berman Group LLC | 116,505 | $3.08M | 0.0% | -8.9% | 0.298% | |
11/12/2021 | Macquarie Group Ltd. | 919,025 | $25.00M | 0.0% | +2.6% | 2.353% | |
11/12/2021 | Geode Capital Management LLC | 142,507 | $3.88M | 0.0% | +4.2% | 0.365% | |
11/10/2021 | Citigroup Inc. | 954 | $26K | 0.0% | +99.6% | 0.002% | |
11/9/2021 | Teacher Retirement System of Texas | 20,000 | $544K | 0.0% | -60.0% | 0.051% | |
11/9/2021 | BlackRock Inc. | 1,263,775 | $34.37M | 0.0% | +3.2% | 3.235% | |
11/8/2021 | Russell Investments Group Ltd. | 10,250 | $278K | 0.0% | -86.2% | 0.026% | |
11/5/2021 | Moors & Cabot Inc. | 25,000 | $25K | 0.0% | N/A | 0.064% | |
11/5/2021 | Advisor Group Holdings Inc. | 2,241 | $61K | 0.0% | +67.9% | 0.006% | |