7/11/2025 | Westfuller Advisors LLC | 13,230 | $472K | 0.3% | N/A | 0.000% | |
7/11/2025 | Petredis Investment Advisors LLC | 61,671 | $2.20M | 0.2% | +0.7% | 0.002% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 9,182 | $328K | 0.1% | -8.0% | 0.000% | |
7/11/2025 | Mitchell & Pahl Private Wealth LLC | 89,842 | $3.21M | 1.4% | +2.4% | 0.002% | |
7/11/2025 | Ullmann Wealth Partners Group LLC | 8,162 | $291K | 0.0% | +6.4% | 0.000% | |
7/11/2025 | Oak Asset Management LLC | 78,212 | $2.79M | 1.0% | +3.8% | 0.002% | |
7/11/2025 | Compass Ion Advisors LLC | 13,629 | $486K | 0.1% | N/A | 0.000% | |
7/11/2025 | BTC Capital Management Inc. | 44,024 | $1.55M | 0.1% | +11.3% | 0.001% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 39,872 | $1.42M | 0.9% | +3.4% | 0.001% | |
7/11/2025 | Cardinal Capital Management Inc. | 42,520 | $1.52M | 0.0% | -93.8% | 0.001% | |
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7/11/2025 | Deane Retirement Strategies Inc. | 82,616 | $2.95M | 1.3% | +3.3% | 0.002% | |
7/11/2025 | Farther Finance Advisors LLC | 62,540 | $2.23M | 0.0% | +9.0% | 0.002% | |
7/11/2025 | Wedge Capital Management L L P NC | 7,776 | $278K | 0.0% | -4.6% | 0.000% | |
7/11/2025 | Busey Bank | 13,041 | $465K | 0.0% | +13.7% | 0.000% | |
7/11/2025 | CX Institutional | 171,725 | $6.13M | 0.2% | +8.2% | 0.005% | |
7/11/2025 | Windsor Capital Management LLC | 11,487 | $410K | 0.1% | -24.8% | 0.000% | |
7/11/2025 | UMB Bank n.a. | 305,762 | $10.91M | 0.2% | -0.5% | 0.008% | |
7/11/2025 | Adirondack Trust Co. | 6,851 | $244K | 0.1% | -4.6% | 0.000% | |
7/11/2025 | Weatherly Asset Management L. P. | 24,322 | $868K | 0.1% | -2.5% | 0.001% | |
7/11/2025 | Butensky & Cohen Financial Security Inc. | 116,031 | $4.14M | 1.2% | -0.4% | 0.003% | |
7/11/2025 | Wright Investors Service Inc. | 103,382 | $3.69M | 1.1% | +12.4% | 0.003% | |
7/11/2025 | Bridge Creek Capital Management LLC | 94,520 | $3.37M | 1.0% | +2.1% | 0.003% | |
7/11/2025 | AA Financial Advisors LLC | 10,601 | $378K | 0.1% | -9.3% | 0.000% | |
7/11/2025 | LongView Wealth Management | 8,256 | $295K | 0.1% | -12.6% | 0.000% | |
7/11/2025 | Essex Savings Bank | 14,388 | $513K | 0.1% | -2.2% | 0.000% | |
7/11/2025 | Miller Howard Investments Inc. NY | 1,419,835 | $50.67M | 1.6% | +1.5% | 0.038% | |
7/11/2025 | SeaCrest Wealth Management LLC | 15,387 | $549K | 0.1% | -4.8% | 0.000% | |
7/11/2025 | Diversified Trust Co | 251,700 | $8.98M | 0.2% | +2.0% | 0.007% | |
7/11/2025 | Assenagon Asset Management S.A. | 185,844 | $6.63M | 0.0% | +6.4% | 0.005% | |
7/11/2025 | Bell Bank | 8,928 | $319K | 0.0% | +13.8% | 0.000% | |
7/11/2025 | Perpetual Ltd | 29,483 | $1.05M | 0.0% | -66.1% | 0.001% | |
7/11/2025 | Luts & Greenleigh Group Inc. | 5,947 | $212K | 0.2% | +8.7% | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 66,732 | $2.41M | 0.0% | N/A | 0.002% | |
7/11/2025 | IFM Investors Pty Ltd | 775,833 | $27.69M | 0.3% | +0.0% | 0.021% | |
7/11/2025 | Grove Bank & Trust | 35,544 | $1.27M | 0.2% | +4.7% | 0.001% | |
7/10/2025 | Perkins Coie Trust Co | 43,576 | $1.56M | 0.3% | -11.6% | 0.001% | |
7/10/2025 | Sky Investment Group LLC | 28,445 | $1.02M | 0.2% | -46.9% | 0.001% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,507 | $56K | 0.0% | N/A | 0.000% | |
7/10/2025 | Triangle Securities Wealth Management | 5,736 | $205K | 0.1% | -63.2% | 0.000% | |
7/10/2025 | Kozak & Associates Inc. | 3,401 | $121K | 0.0% | -15.6% | 0.000% | |
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7/10/2025 | Charter Oak Capital Management LLC | 5,752 | $205K | 0.0% | -8.9% | 0.000% | |
7/10/2025 | Trust Point Inc. | 23,822 | $850K | 0.1% | +12.6% | 0.001% | |
7/10/2025 | Brady Family Wealth LLC | 24,294 | $867K | 0.3% | -4.9% | 0.001% | |
7/10/2025 | HF Advisory Group LLC | 38,135 | $1.36M | 0.5% | +8.6% | 0.001% | |
7/10/2025 | Rockland Trust Co. | 16,363 | $584K | 0.0% | -10.6% | 0.000% | |
7/10/2025 | Peoples Bank KS | 35,620 | $1.27M | 0.9% | +2.5% | 0.001% | |
7/10/2025 | Contravisory Investment Management Inc. | 1,675 | $60K | 0.0% | -66.4% | 0.000% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 7,905 | $282K | 0.0% | -26.0% | 0.000% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 32,969 | $1.18M | 0.4% | +6.5% | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 924,625 | $33M | 0.4% | +13.1% | 0.025% | |
7/10/2025 | Fulton Bank N.A. | 13,377 | $477K | 0.0% | +3.3% | 0.000% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 391,207 | $14.08M | 0.4% | -0.9% | 0.010% | |
7/10/2025 | Community Trust & Investment Co. | 82,789 | $2.96M | 0.2% | +2.0% | 0.002% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 927,008 | $33.36M | 0.1% | +4.9% | 0.025% | |
7/10/2025 | Atticus Wealth Management LLC | 10,824 | $386K | 0.1% | +501.0% | 0.000% | |
7/10/2025 | Mn Services Vermogensbeheer B.V. | 1,410,000 | $50.32M | 0.4% | -4.1% | 0.038% | |
7/10/2025 | Wedmont Private Capital | 27,451 | $978K | 0.0% | -4.3% | 0.001% | |
7/10/2025 | Tompkins Financial Corp | 4,658 | $166K | 0.0% | -29.7% | 0.000% | |
7/10/2025 | Swedbank AB | 2,286,242 | $81.60M | 0.1% | +8.4% | 0.061% | |
7/10/2025 | Secure Asset Management LLC | 6,545 | $234K | 0.0% | N/A | 0.000% | |
7/10/2025 | Baader Bank Aktiengesellschaft | 15,628 | $556K | 0.0% | +100.5% | 0.000% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 1,300 | $46K | 0.0% | -44.3% | 0.000% | |
7/10/2025 | Banque de Luxembourg S.A. | 146,891 | $5.42M | 2.9% | -0.4% | 0.004% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 486,647 | $17.37M | 0.2% | +4.6% | 0.013% | |
7/10/2025 | KMG Fiduciary Partners LLC | 50,420 | $1.80M | 0.1% | +5.7% | 0.001% | |
7/10/2025 | Focus Financial Network Inc. | 24,112 | $861K | 0.0% | +9.0% | 0.001% | |
7/10/2025 | Sovran Advisors LLC | 6,349 | $229K | 0.0% | N/A | 0.000% | |
7/9/2025 | Finley Financial LLC | 1,900 | $68K | 0.0% | -53.8% | 0.000% | |
7/9/2025 | Sawyer & Company Inc | 23,740 | $847K | 0.3% | -2.9% | 0.001% | |
7/9/2025 | Radnor Capital Management LLC | 115,887 | $4.14M | 0.7% | +0.7% | 0.003% | |
7/9/2025 | PFW Advisors LLC | 53,343 | $1.90M | 0.6% | -1.4% | 0.001% | |
7/9/2025 | Pines Wealth Management LLC | 12,721 | $458K | 0.2% | +14.7% | 0.000% | |
7/9/2025 | Sunpointe LLC | 10,625 | $379K | 0.2% | -3.2% | 0.000% | |
7/9/2025 | Procyon Advisors LLC | 39,007 | $1.39M | 0.1% | -77.0% | 0.001% | |
7/9/2025 | Pallas Capital Advisors LLC | 42,775 | $1.53M | 0.1% | -53.4% | 0.001% | |
7/9/2025 | Gateway Investment Advisers LLC | 584,633 | $20.87M | 0.2% | -0.6% | 0.016% | |
7/9/2025 | Goelzer Investment Management Inc. | 6,186 | $221K | 0.0% | -28.1% | 0.000% | |
7/9/2025 | Aaron Wealth Advisors LLC | 16,414 | $586K | 0.1% | -5.0% | 0.000% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 605,082 | $21.60M | 1.3% | +17.4% | 0.016% | |
7/9/2025 | Thrive Wealth Management LLC | 14,832 | $529K | 0.1% | -4.6% | 0.000% | |
7/9/2025 | Breakwater Capital Group | 10,500 | $375K | 0.1% | -17.4% | 0.000% | |
7/9/2025 | Balefire LLC | 24,522 | $875K | 0.2% | +7.9% | 0.001% | |
7/9/2025 | LifePlan Financial LLC | 37,608 | $1.34M | 1.1% | +4.4% | 0.001% | |
7/9/2025 | Krilogy Financial LLC | 23,752 | $848K | 0.0% | +32.9% | 0.001% | |
7/9/2025 | Harbor Capital Advisors Inc. | 1,528 | $55K | 0.0% | +34.5% | 0.000% | |
7/9/2025 | Fragasso Financial Advisors Inc | 13,204 | $471K | 0.0% | +8.0% | 0.000% | |
7/9/2025 | Fiduciary Alliance LLC | 85,629 | $3.06M | 0.2% | +5.3% | 0.002% | |
7/9/2025 | Bank of New Hampshire | 4,625 | $165K | 0.0% | -10.4% | 0.000% | |
7/9/2025 | Central Bank & Trust Co. | 46,584 | $1.66M | 0.3% | -21.4% | 0.001% | |
7/9/2025 | Woodstock Corp | 142,340 | $5.08M | 0.5% | -1.5% | 0.004% | |
A grave, grave error. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.  Here’s the full story for you. |
7/9/2025 | Lifestyle Asset Management Inc. | 5,782 | $206K | 0.1% | N/A | 0.000% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 10,075 | $360K | 0.1% | -7.4% | 0.000% | |
7/9/2025 | Bowman & Co S.C. | 37,681 | $1.35M | 0.6% | +3.9% | 0.001% | |
7/9/2025 | Sarver Vrooman Wealth Advisors | 1,716 | $61K | 0.0% | -24.0% | 0.000% | |
7/9/2025 | Westmount Partners LLC | 13,755 | $491K | 0.1% | -10.3% | 0.000% | |
7/9/2025 | Beacon Financial Group | 54,456 | $1.94M | 0.2% | +2.2% | 0.001% | |
7/9/2025 | Czech National Bank | 910,470 | $32.50M | 0.3% | +5.1% | 0.024% | |
7/9/2025 | Livforsakringsbolaget Skandia Omsesidigt | 61,388 | $2.19M | 0.0% | -72.2% | 0.002% | |
7/9/2025 | First Financial Corp IN | 29,518 | $1.05M | 0.5% | -3.4% | 0.001% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 87,606 | $3.13M | 0.1% | -69.0% | 0.002% | |