5/19/2025 | SCS Capital Management LLC | 10,000 | $40K | 0.0% | N/A | 0.033% | |
5/16/2025 | Goldman Sachs Group Inc. | 140,254 | $561K | 0.0% | +82.3% | 0.457% | |
5/15/2025 | Cubist Systematic Strategies LLC | 59,886 | $240K | 0.0% | N/A | 0.195% | |
5/15/2025 | Baird Financial Group Inc. | 1,348,062 | $5.39M | 0.0% | +11.6% | 4.391% | |
5/15/2025 | OMERS ADMINISTRATION Corp | 34,200 | $137K | 0.0% | -28.5% | 0.111% | |
5/14/2025 | Avenir Corp | 530,300 | $2.12M | 0.2% | +2.7% | 1.727% | |
5/14/2025 | Walleye Capital LLC | 11,348 | $45K | 0.0% | N/A | 0.037% | |
5/12/2025 | Virtu Financial LLC | 19,027 | $76K | 0.0% | N/A | 0.062% | |
5/12/2025 | Bard Associates Inc. | 164,775 | $659K | 0.2% | -2.4% | 0.537% | |
5/9/2025 | Chicago Partners Investment Group LLC | 10,450 | $42K | 0.0% | N/A | 0.034% | |
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5/8/2025 | XTX Topco Ltd | 10,285 | $41K | 0.0% | -72.1% | 0.033% | |
5/7/2025 | SLT Holdings LLC | 15,000 | $60K | 0.1% | +50.0% | 0.049% | |
5/7/2025 | Foundations Investment Advisors LLC | 15,000 | $60K | 0.0% | +50.0% | 0.049% | |
5/5/2025 | Sargent Investment Group LLC | 184,050 | $736K | 0.1% | -34.1% | 0.599% | |
4/30/2025 | Brown Advisory Inc. | 200,593 | $802K | 0.0% | -20.0% | 0.653% | |
4/25/2025 | Westside Investment Management Inc. | 169,147 | $677K | 0.1% | +36.9% | 0.551% | |
4/10/2025 | Channel Wealth LLC | 38,450 | $154K | 0.0% | -17.6% | 0.125% | |
4/8/2025 | Parallel Advisors LLC | 18,105 | $72K | 0.0% | N/A | 0.059% | |
2/17/2025 | Two Sigma Investments LP | 16,082 | $187K | 0.0% | -71.7% | 0.056% | |
2/17/2025 | OMERS ADMINISTRATION Corp | 47,800 | $554K | 0.0% | N/A | 0.166% | |
2/17/2025 | Millennium Management LLC | 157,738 | $1.83M | 0.0% | +33.1% | 0.548% | |
2/17/2025 | Balyasny Asset Management L.P. | 20,897 | $242K | 0.0% | N/A | 0.073% | |
2/17/2025 | Baird Financial Group Inc. | 1,208,286 | $14.02M | 0.0% | +67.5% | 4.198% | |
2/17/2025 | 683 Capital Management LLC | 66,362 | $770K | 0.0% | N/A | 0.231% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 20,839 | $242K | 0.0% | N/A | 0.072% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 39,048 | $453K | 0.0% | N/A | 0.136% | |
2/14/2025 | Northern Trust Corp | 61,910 | $718K | 0.0% | +8.7% | 0.215% | |
2/14/2025 | Price T Rowe Associates Inc. MD | 54,400 | $632K | 0.0% | +19.0% | 0.189% | |
2/13/2025 | Avenir Corp | 516,525 | $5.99M | 0.6% | +32.2% | 1.795% | |
2/13/2025 | NewEdge Advisors LLC | 2,359 | $27K | 0.0% | -97.2% | 0.008% | |
2/13/2025 | EAM Investors LLC | 61,177 | $710K | 0.1% | N/A | 0.213% | |
2/13/2025 | XTX Topco Ltd | 36,896 | $428K | 0.0% | +28.2% | 0.128% | |
2/13/2025 | Mariner LLC | 14,200 | $165K | 0.0% | +42.0% | 0.049% | |
2/13/2025 | Barclays PLC | 10,000 | $116K | 0.0% | N/A | 0.035% | |
2/13/2025 | WealthTrust Axiom LLC | 15,000 | $174K | 0.1% | +15.4% | 0.052% | |
2/12/2025 | Geode Capital Management LLC | 334,199 | $3.88M | 0.0% | +8.3% | 1.161% | |
2/12/2025 | BIT Capital GmbH | 13,862 | $161K | 0.0% | N/A | 0.048% | |
2/11/2025 | LPL Financial LLC | 24,081 | $279K | 0.0% | -24.5% | 0.084% | |
2/10/2025 | Commonwealth Equity Services LLC | 83,154 | $965K | 0.0% | +2.8% | 0.289% | |
2/7/2025 | SLT Holdings LLC | 10,000 | $116K | 0.1% | N/A | 0.035% | |
Why July 22nd Could Mean Big Changes for Social Security (Ad) In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22.
What's coming next isn't about trimming waste. To see the full playbook and how it could impact everyone, click here. |
2/6/2025 | Bard Associates Inc. | 168,875 | $1.96M | 0.7% | -1.1% | 0.587% | |
2/3/2025 | Sigma Planning Corp | 49,810 | $578K | 0.0% | +99.2% | 0.173% | |
1/30/2025 | Quantum Private Wealth LLC | 356,721 | $4.14M | 1.3% | +22.2% | 1.239% | |
1/27/2025 | Sargent Investment Group LLC | 279,185 | $2.95M | 0.5% | +200.4% | 0.970% | |
1/22/2025 | PFG Investments LLC | 18,000 | $209K | 0.0% | N/A | 0.063% | |
1/17/2025 | Westside Investment Management Inc. | 123,512 | $1.43M | 0.3% | +6.8% | 0.429% | |
1/15/2025 | Channel Wealth LLC | 46,665 | $541K | 0.2% | +45.6% | 0.162% | |
1/14/2025 | Brendel Financial Advisors LLC | 10,713 | $124K | 0.1% | N/A | 0.037% | |
11/20/2024 | Westside Investment Management Inc. | 115,700 | $304K | 0.1% | +20.9% | 0.402% | |
11/16/2024 | Geode Capital Management LLC | 308,464 | $811K | 0.0% | +5.0% | 1.072% | |
11/15/2024 | XTX Topco Ltd | 28,778 | $76K | 0.0% | N/A | 0.100% | |
11/15/2024 | Jane Street Group LLC | 30,274 | $80K | 0.0% | -87.8% | 0.105% | |
11/15/2024 | Hilltop Holdings Inc. | 122,990 | $323K | 0.0% | +38.4% | 0.427% | |
11/15/2024 | Point72 Asia Singapore Pte. Ltd. | 16,776 | $44K | 0.0% | N/A | 0.058% | |
11/6/2024 | Bard Associates Inc. | 170,775 | $449K | 0.2% | -2.0% | 0.593% | |
11/6/2024 | Sargent Investment Group LLC | 92,945 | $244K | 0.0% | -23.7% | 0.323% | |
11/5/2024 | GSA Capital Partners LLP | 65,428 | $172K | 0.0% | +28.0% | 0.227% | |
11/1/2024 | Quantum Private Wealth LLC | 292,021 | $768K | 0.3% | -1.4% | 1.086% | |
10/31/2024 | Consolidated Planning Corp | 15,271 | $40K | 0.0% | N/A | 0.057% | |
8/10/2024 | Sargent Investment Group LLC | 121,745 | $464K | 0.1% | -4.3% | 0.453% | |
8/9/2024 | Renaissance Technologies LLC | 134,300 | $512K | 0.0% | N/A | 0.499% | |
8/1/2024 | Rhumbline Advisers | 11,726 | $45K | 0.0% | -61.3% | 0.044% | |
7/26/2024 | Summit Securities Group LLC | 8,062 | $31K | 0.0% | N/A | 0.030% | |
7/17/2024 | Quantum Private Wealth LLC | 296,290 | $1.13M | 0.4% | -1.8% | 1.102% | |
7/17/2024 | Westside Investment Management Inc. | 95,720 | $365K | 0.1% | +13.2% | 0.356% | |
5/20/2024 | Virtu Financial LLC | 34,990 | $216K | 0.0% | N/A | 0.130% | |
5/16/2024 | Avenir Corp | 379,686 | $2.34M | 0.2% | +1.9% | 1.412% | |
5/10/2024 | Vanguard Group Inc. | 1,311,023 | $8.08M | 0.0% | -5.4% | 4.876% | |
5/7/2024 | Quantum Private Wealth LLC | 301,720 | $1.86M | 0.7% | +25.4% | 1.122% | |
5/3/2024 | GSA Capital Partners LLP | 142,541 | $878K | 0.1% | +32.8% | 0.530% | |
4/19/2024 | Westside Investment Management Inc. | 84,570 | $521K | 0.1% | -7.2% | 0.314% | |
2/14/2024 | Avenir Corp | 372,761 | $2.61M | 0.2% | +18.1% | 1.445% | |
2/13/2024 | Bard Associates Inc. | 179,700 | $1.26M | 0.5% | -1.3% | 0.697% | |
2/5/2024 | WealthTrust Axiom LLC | 10,000 | $70K | 0.0% | N/A | 0.039% | |
2/5/2024 | Sargent Investment Group LLC | 132,540 | $929K | 0.2% | -1.6% | 0.514% | |
2/1/2024 | Sigma Planning Corp | 11,600 | $81K | 0.0% | -56.6% | 0.045% | |
1/30/2024 | Quantum Private Wealth LLC | 240,646 | $1.69M | 0.7% | +24.9% | 0.933% | |
1/12/2024 | Westside Investment Management Inc. | 91,175 | $639K | 0.2% | +5.3% | 0.353% | |
1/8/2024 | Channel Wealth LLC | 62,900 | $441K | 0.2% | +14.7% | 0.244% | |
11/16/2023 | Westside Investment Management Inc. | 86,565 | $542K | 0.2% | -2.0% | 0.336% | |
11/15/2023 | Avenir Corp | 315,716 | $1.98M | 0.2% | +1.3% | 1.224% | |
11/13/2023 | Sargent Investment Group LLC | 134,705 | $843K | 0.2% | -3.1% | 0.522% | |
11/8/2023 | Janney Montgomery Scott LLC | 16,895 | $106K | 0.0% | -62.1% | 0.065% | |
11/2/2023 | Quantum Private Wealth LLC | 192,646 | $1.21M | 0.6% | +32.7% | 0.747% | |
11/1/2023 | Jacob Asset Management of New York LLC | 188,400 | $1.18M | 1.7% | +11.2% | 0.731% | |
10/25/2023 | Brown Advisory Inc. | 10,000 | $63K | 0.0% | N/A | 0.039% | |
10/24/2023 | Channel Wealth LLC | 54,850 | $343K | 0.2% | -39.7% | 0.213% | |
10/18/2023 | Riverwater Partners LLC | 22,906 | $143K | 0.1% | N/A | 0.089% | |
10/11/2023 | AE Wealth Management LLC | 16,859 | $106K | 0.0% | +24.0% | 0.065% | |
9/21/2023 | Barclays PLC | 4,216 | $37K | 0.0% | -59.7% | 0.016% | |
Why July 22nd Could Mean Big Changes for Social Security (Ad) In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22.
What's coming next isn't about trimming waste. To see the full playbook and how it could impact everyone, click here. |
8/11/2023 | AWM Investment Company Inc. | 55,000 | $482K | 0.1% | -68.9% | 0.213% | |
8/11/2023 | Baird Financial Group Inc. | 441,165 | $3.87M | 0.0% | +48.0% | 1.711% | |
8/11/2023 | Avenir Corp | 311,686 | $2.73M | 0.2% | +3.1% | 1.209% | |
8/10/2023 | Jacob Asset Management of New York LLC | 169,400 | $1.49M | 1.7% | +96.1% | 0.657% | |
8/2/2023 | Sigma Planning Corp | 26,750 | $235K | 0.0% | +23.4% | 0.110% | |
7/31/2023 | Sargent Investment Group LLC | 138,955 | $1.22M | 0.3% | +31.4% | 0.569% | |
7/27/2023 | Quantum Private Wealth LLC | 145,218 | $1.27M | 0.6% | +28.6% | 0.595% | |
7/26/2023 | Janney Montgomery Scott LLC | 44,587 | $391K | 0.0% | +83.5% | 0.183% | |
7/26/2023 | Channel Wealth LLC | 90,950 | $798K | 0.5% | +30.0% | 0.373% | |
7/19/2023 | Foundations Investment Advisors LLC | 10,269 | $90K | 0.0% | -32.7% | 0.042% | |