5/16/2025 | Goldman Sachs Group Inc. | 19,015 | $567K | 0.0% | -3.7% | 0.249% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 16,695 | $498K | 0.1% | +99.7% | 0.219% | |
5/13/2025 | Penn Mutual Asset Management | 21,000 | $627K | 1.2% | N/A | 0.275% | |
5/13/2025 | Russell Investments Group Ltd. | 29,513 | $881K | 0.0% | +4,016.2% | 0.386% | |
5/12/2025 | Nuveen LLC | 5,955 | $178K | 0.0% | N/A | 0.078% | |
5/12/2025 | Invesco Ltd. | 19,169 | $572K | 0.0% | +8.2% | 0.251% | |
5/12/2025 | Covestor Ltd | 2,439 | $73K | 0.0% | N/A | 0.032% | |
5/9/2025 | Deutsche Bank AG | 5,272 | $157K | 0.0% | N/A | 0.069% | |
5/9/2025 | Pacific Ridge Capital Partners LLC | 304,058 | $9.07M | 2.4% | -2.2% | 3.981% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,591 | $77K | 0.0% | +21.8% | 0.034% | |
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5/8/2025 | Monaco Asset Management SAM | 22,005 | $657K | 0.1% | N/A | 0.288% | |
5/7/2025 | Allen Investment Management LLC | 21,106 | $630K | 0.0% | -47.7% | 0.276% | |
5/7/2025 | Prescott Group Capital Management L.L.C. | 20,000 | $597K | 0.1% | N/A | 0.262% | |
5/6/2025 | Towerview LLC | 115,000 | $3.43M | 2.5% | -46.6% | 1.506% | |
5/1/2025 | New York State Common Retirement Fund | 2,760 | $82K | 0.0% | -38.1% | 0.036% | |
4/30/2025 | Peapod Lane Capital LLC | 130,831 | $3.90M | 4.4% | +0.4% | 1.713% | |
4/29/2025 | Bank of New York Mellon Corp | 41,408 | $1.24M | 0.0% | -2.9% | 0.542% | |
4/28/2025 | Redmont Wealth Advisors LLC | 12,870 | $384K | 0.7% | -30.9% | 0.168% | |
4/24/2025 | Transcend Capital Advisors LLC | 11,394 | $340K | 0.0% | +6.8% | 0.149% | |
4/21/2025 | Abundance Wealth Counselors | 19,776 | $590K | 0.1% | +79.4% | 0.259% | |
4/21/2025 | CWA Asset Management Group LLC | 108,325 | $3.23M | 0.2% | N/A | 1.418% | |
4/16/2025 | Accordant Advisory Group Inc | 43,881 | $1.31M | 1.3% | +76.8% | 0.575% | |
4/7/2025 | GAMMA Investing LLC | 2,298 | $69K | 0.0% | +8,107.1% | 0.030% | |
2/17/2025 | Squarepoint Ops LLC | 26,044 | $675K | 0.0% | N/A | 0.341% | |
2/17/2025 | JCP Investment Management LLC | 217,091 | $5.63M | 3.3% | +16.0% | 2.842% | |
2/17/2025 | Bank of America Corp DE | 18,224 | $473K | 0.0% | +12.8% | 0.239% | |
2/17/2025 | BNP Paribas Financial Markets | 1,087 | $28K | 0.0% | -26.4% | 0.014% | |
2/14/2025 | Stifel Financial Corp | 14,579 | $378K | 0.0% | +8.2% | 0.191% | |
2/14/2025 | Dimensional Fund Advisors LP | 421,738 | $10.94M | 0.0% | -2.2% | 5.523% | |
2/13/2025 | Barclays PLC | 10,686 | $277K | 0.0% | +14.5% | 0.140% | |
2/13/2025 | Wells Fargo & Company MN | 5,177 | $134K | 0.0% | +21.3% | 0.068% | |
2/13/2025 | Riverwater Partners LLC | 10,542 | $273K | 0.1% | N/A | 0.138% | |
2/12/2025 | Perritt Capital Management Inc | 5,000 | $130K | 0.1% | +66.7% | 0.065% | |
2/12/2025 | Geode Capital Management LLC | 144,925 | $3.76M | 0.0% | -0.4% | 1.897% | |
2/12/2025 | Pacific Ridge Capital Partners LLC | 310,977 | $8.06M | 1.8% | +39.2% | 4.070% | |
2/12/2025 | JPMorgan Chase & Co. | 29,670 | $769K | 0.0% | +125.8% | 0.388% | |
2/7/2025 | Moors & Cabot Inc. | 8,760 | $227K | 0.0% | -16.7% | 0.115% | |
2/6/2025 | Bard Associates Inc. | 58,429 | $1.52M | 0.5% | +6.8% | 0.765% | |
2/4/2025 | Bank of New York Mellon Corp | 42,637 | $1.11M | 0.0% | -22.8% | 0.558% | |
2/3/2025 | Transcend Capital Advisors LLC | 10,670 | $277K | 0.0% | +6.8% | 0.140% | |
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1/30/2025 | Rhumbline Advisers | 10,997 | $285K | 0.0% | -5.2% | 0.144% | |
1/29/2025 | Peapod Lane Capital LLC | 130,370 | $3.38M | 3.4% | N/A | 1.706% | |
1/29/2025 | Naples Global Advisors LLC | 54,425 | $1.41M | 0.1% | -6.4% | 0.712% | |
1/28/2025 | Empowered Funds LLC | 16,607 | $431K | 0.0% | +5.1% | 0.217% | |
1/24/2025 | Oak Family Advisors LLC | 72,243 | $1.87M | 0.7% | -33.7% | 0.946% | |
1/24/2025 | Abundance Wealth Counselors | 11,021 | $286K | 0.1% | N/A | 0.144% | |
1/17/2025 | Redmont Wealth Advisors LLC | 18,614 | $483K | 0.8% | -4.9% | 0.244% | |
12/26/2024 | JPMorgan Chase & Co. | 13,140 | $368K | 0.0% | +50.9% | 0.172% | |
11/19/2024 | Barclays PLC | 9,336 | $261K | 0.0% | +229.2% | 0.122% | |
11/16/2024 | Geode Capital Management LLC | 145,535 | $4.07M | 0.0% | +6.9% | 1.910% | |
11/15/2024 | Barclays PLC | 9,336 | $261K | 0.0% | +229.2% | 0.123% | |
11/15/2024 | State Street Corp | 109,974 | $3.08M | 0.0% | +2.1% | 1.443% | |
11/15/2024 | Stifel Financial Corp | 13,474 | $377K | 0.0% | -4.6% | 0.177% | |
11/15/2024 | Polar Asset Management Partners Inc. | 51,574 | $1.44M | 0.0% | -58.9% | 0.677% | |
11/15/2024 | Harbor Advisors LLC | 7,703 | $215K | 0.0% | N/A | 0.101% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 19,185 | $537K | 0.0% | +3.8% | 0.252% | |
11/8/2024 | Moors & Cabot Inc. | 10,510 | $294K | 0.0% | -3.7% | 0.138% | |
11/6/2024 | Empowered Funds LLC | 15,797 | $442K | 0.0% | +5.4% | 0.207% | |
11/6/2024 | Bard Associates Inc. | 54,684 | $1.53M | 0.5% | +1.5% | 0.718% | |
10/24/2024 | Nisa Investment Advisors LLC | 1,194 | $33K | 0.0% | -55.3% | 0.016% | |
10/22/2024 | Accordant Advisory Group Inc | 24,657 | $690K | 0.5% | +49.6% | 0.323% | |
10/17/2024 | Redmont Wealth Advisors LLC | 19,577 | $548K | 0.8% | -12.4% | 0.257% | |
8/16/2024 | Pacific Ridge Capital Partners LLC | 206,504 | $5.35M | 1.3% | +2.1% | 2.709% | |
8/9/2024 | Moors & Cabot Inc. | 10,915 | $283K | 0.0% | -5.2% | 0.143% | |
8/9/2024 | Dimensional Fund Advisors LP | 429,309 | $11.12M | 0.0% | +2.0% | 5.631% | |
8/5/2024 | Acuitas Investments LLC | 88,513 | $2.29M | 1.2% | +19.3% | 1.162% | |
8/2/2024 | CM Management LLC | 225,000 | $5.83M | 5.2% | +4.7% | 2.953% | |
7/26/2024 | LDR Capital Management LLC | 13,110 | $340K | 0.3% | -36.2% | 0.172% | |
7/26/2024 | Bank of New York Mellon Corp | 60,233 | $1.56M | 0.0% | +1.4% | 0.790% | |
7/23/2024 | Oak Family Advisors LLC | 131,250 | $3.40M | 1.2% | -1.0% | 1.722% | |
7/19/2024 | Accordant Advisory Group Inc | 16,481 | $427K | 0.4% | +23.0% | 0.216% | |
7/18/2024 | Naples Global Advisors LLC | 57,050 | $1.48M | 0.1% | +8.5% | 0.749% | |
7/10/2024 | Redmont Wealth Advisors LLC | 22,354 | $579K | 0.9% | -19.6% | 0.293% | |
7/2/2024 | Transcend Capital Advisors LLC | 9,267 | $240K | 0.0% | +7.4% | 0.122% | |
5/15/2024 | Quadrature Capital Ltd | 7,390 | $217K | 0.0% | N/A | 0.097% | |
5/14/2024 | Advisors Asset Management Inc. | 10,121 | $296K | 0.0% | -52.2% | 0.133% | |
5/14/2024 | EntryPoint Capital LLC | 3,387 | $99K | 0.1% | N/A | 0.044% | |
5/10/2024 | Vanguard Group Inc. | 160,913 | $4.71M | 0.0% | +57.0% | 2.111% | |
5/9/2024 | Pacific Ridge Capital Partners LLC | 202,273 | $5.92M | 1.3% | -2.9% | 2.654% | |
5/9/2024 | Monaco Asset Management SAM | 21,532 | $630K | 0.2% | -38.6% | 0.283% | |
5/7/2024 | Empowered Funds LLC | 13,913 | $407K | 0.0% | +8.2% | 0.183% | |
5/2/2024 | LDR Capital Management LLC | 20,541 | $601K | 0.4% | +16.9% | 0.270% | |
5/1/2024 | BNP Paribas Financial Markets | 3,582 | $105K | 0.0% | +80.1% | 0.047% | |
4/30/2024 | Naples Global Advisors LLC | 52,600 | $1.54M | 0.2% | -4.1% | 0.690% | |
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% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
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% | |