5/21/2025 | Acadian Asset Management LLC | 7,108 | $74K | 0.0% | -15.8% | 0.040% | |
5/19/2025 | Jane Street Group LLC | 14,532 | $154K | 0.0% | N/A | 0.081% | |
5/16/2025 | Empowered Funds LLC | 61,754 | $653K | 0.0% | +8.4% | 0.336% | |
5/16/2025 | Goldman Sachs Group Inc. | 26,113 | $276K | 0.0% | -44.5% | 0.142% | |
5/15/2025 | FJ Capital Management LLC | 1,637,664 | $17.31M | 1.8% | +0.9% | 8.897% | |
5/14/2025 | Rhino Investment Partners Inc | 195,926 | $2.07M | 0.5% | -10.6% | 1.064% | |
5/13/2025 | American Century Companies Inc. | 30,886 | $326K | 0.0% | -3.8% | 0.168% | |
5/12/2025 | Nuveen LLC | 45,449 | $480K | 0.0% | N/A | 0.247% | |
5/8/2025 | Modera Wealth Management LLC | 78,650 | $831K | 0.0% | N/A | 0.427% | |
5/2/2025 | Bridgewater Advisors Inc. | 83,043 | $953K | 0.1% | -50.4% | 0.451% | |
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4/29/2025 | Bank of New York Mellon Corp | 51,620 | $546K | 0.0% | +5.8% | 0.280% | |
4/7/2025 | GAMMA Investing LLC | 2,516 | $27K | 0.0% | +4,559.3% | 0.014% | |
2/17/2025 | FJ Capital Management LLC | 1,622,888 | $20.40M | 2.4% | -5.1% | 8.917% | |
2/17/2025 | Bridgeway Capital Management LLC | 152,625 | $1.92M | 0.0% | +1.8% | 0.839% | |
2/17/2025 | Citadel Advisors LLC | 30,038 | $378K | 0.0% | +38.9% | 0.165% | |
2/17/2025 | Bank of America Corp DE | 16,408 | $206K | 0.0% | +43.7% | 0.090% | |
2/17/2025 | BNP Paribas Financial Markets | 2,379 | $30K | 0.0% | -33.2% | 0.013% | |
2/14/2025 | Rhino Investment Partners Inc | 219,205 | $2.76M | 0.6% | +2,310.7% | 1.204% | |
2/14/2025 | Westbourne Investments Inc. | 73,689 | $926K | 0.5% | N/A | 0.405% | |
2/14/2025 | Northern Trust Corp | 130,802 | $1.64M | 0.0% | +4.6% | 0.719% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,971 | $25K | 0.0% | -60.4% | 0.011% | |
2/14/2025 | Dimensional Fund Advisors LP | 225,590 | $2.84M | 0.0% | +2.7% | 1.240% | |
2/13/2025 | Fourthstone LLC | 100,702 | $1.27M | 0.2% | -4.1% | 0.553% | |
2/13/2025 | Barclays PLC | 25,071 | $315K | 0.0% | +16.5% | 0.138% | |
2/13/2025 | Wells Fargo & Company MN | 9,783 | $123K | 0.0% | +29.9% | 0.054% | |
2/12/2025 | Geode Capital Management LLC | 358,604 | $4.51M | 0.0% | +0.3% | 1.970% | |
2/12/2025 | JPMorgan Chase & Co. | 56,347 | $708K | 0.0% | +128.8% | 0.310% | |
2/10/2025 | Hughes Financial Services LLC | 10,541 | $132K | 0.0% | N/A | 0.058% | |
2/4/2025 | Bank of New York Mellon Corp | 48,784 | $613K | 0.0% | +18.9% | 0.268% | |
1/31/2025 | New York State Common Retirement Fund | 3,180 | $40K | 0.0% | -58.5% | 0.017% | |
1/30/2025 | Rhumbline Advisers | 24,601 | $309K | 0.0% | +6.1% | 0.135% | |
1/28/2025 | Empowered Funds LLC | 56,961 | $716K | 0.0% | +5.1% | 0.313% | |
1/24/2025 | Evermay Wealth Management LLC | 13,074 | $164K | 0.0% | +23.1% | 0.072% | |
1/22/2025 | Warner Financial Inc. | 23,190 | $291K | 0.1% | +26.7% | 0.127% | |
12/26/2024 | JPMorgan Chase & Co. | 24,628 | $321K | 0.0% | +148.0% | 0.135% | |
11/19/2024 | Barclays PLC | 21,529 | $281K | 0.0% | +286.4% | 0.118% | |
11/16/2024 | Geode Capital Management LLC | 357,570 | $4.67M | 0.0% | +1.4% | 1.966% | |
11/15/2024 | Barclays PLC | 21,529 | $281K | 0.0% | +286.4% | 0.118% | |
11/15/2024 | Jane Street Group LLC | 10,010 | $131K | 0.0% | -42.2% | 0.055% | |
11/15/2024 | State Street Corp | 307,284 | $4.01M | 0.0% | +2.0% | 1.690% | |
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. |
11/15/2024 | Banc Funds Co. LLC | 280,121 | $3.66M | 0.4% | -5.8% | 1.540% | |
11/14/2024 | Fourthstone LLC | 105,036 | $1.37M | 0.3% | N/A | 0.577% | |
11/6/2024 | Empowered Funds LLC | 54,205 | $707K | 0.0% | +5.2% | 0.298% | |
10/31/2024 | Bridgewater Advisors Inc. | 167,965 | $2.25M | 0.2% | N/A | 0.924% | |
10/25/2024 | Evermay Wealth Management LLC | 10,620 | $139K | 0.0% | -88.9% | 0.059% | |
8/9/2024 | Dimensional Fund Advisors LP | 218,271 | $2.38M | 0.0% | +7.9% | 1.214% | |
8/8/2024 | J.W. Cole Advisors Inc. | 16,342 | $178K | 0.0% | -9.9% | 0.091% | |
8/8/2024 | American Century Companies Inc. | 33,710 | $368K | 0.0% | -6.4% | 0.187% | |
8/2/2024 | Evermay Wealth Management LLC | 95,914 | $1.05M | 0.2% | +437.3% | 0.533% | |
8/1/2024 | Princeton Capital Management LLC | 10,000 | $109K | 0.0% | N/A | 0.056% | |
7/26/2024 | Bank of New York Mellon Corp | 52,884 | $577K | 0.0% | +17.1% | 0.294% | |
7/22/2024 | Chevy Chase Trust Holdings LLC | 19,687 | $215K | 0.0% | +45.8% | 0.109% | |
5/10/2024 | Vanguard Group Inc. | 812,588 | $9.90M | 0.0% | +1.5% | 4.545% | |
5/7/2024 | Empowered Funds LLC | 47,925 | $584K | 0.0% | +7.9% | 0.268% | |
5/1/2024 | BNP Paribas Financial Markets | 7,707 | $94K | 0.0% | +69.2% | 0.043% | |
5/1/2024 | Bridgewater Advisors Inc. | 191,229 | $2.33M | 0.3% | -0.9% | 1.070% | |
4/30/2024 | J.W. Cole Advisors Inc. | 18,142 | $221K | 0.0% | -37.7% | 0.101% | |
2/5/2024 | Bridgewater Advisors Inc. | 192,929 | $2.74M | 0.4% | -3.3% | 1.083% | |
2/1/2024 | New York State Common Retirement Fund | 7,670 | $109K | 0.0% | +1,504.6% | 0.043% | |
2/1/2024 | Burt Wealth Advisors | 12,206 | $173K | 0.0% | N/A | 0.069% | |
1/31/2024 | J.W. Cole Advisors Inc. | 29,142 | $414K | 0.0% | N/A | 0.164% | |
1/26/2024 | Sandy Spring Bank | 4,668 | $66K | 0.0% | -34.9% | 0.026% | |
1/12/2024 | SG Americas Securities LLC | 8,710 | $124K | 0.0% | N/A | 0.049% | |
11/15/2023 | Endeavour Capital Advisors Inc. | 1,256,275 | $16.09M | 6.5% | +0.1% | 7.058% | |
11/7/2023 | Savant Capital LLC | 157,210 | $2.01M | 0.0% | +3.3% | 0.883% | |
10/30/2023 | Sandy Spring Bank | 7,168 | $92K | 0.0% | -52.7% | 0.040% | |
9/21/2023 | Barclays PLC | 3,186 | $34K | 0.0% | -57.7% | 0.018% | |
8/11/2023 | FJ Capital Management LLC | 1,010,384 | $10.88M | 1.4% | +43.9% | 5.708% | |
8/8/2023 | Sequoia Financial Advisors LLC | 19,781 | $213K | 0.0% | +14.4% | 0.112% | |
7/27/2023 | EA Series Trust | 37,182 | $400K | 0.0% | N/A | 0.210% | |
5/25/2023 | Empower Advisory Group LLC | 22,642 | $245K | 0.0% | N/A | 0.128% | |
5/15/2023 | Maltese Capital Management LLC | 100,000 | $1.07M | 0.4% | +8.1% | 0.566% | |
5/15/2023 | Evermay Wealth Management LLC | 17,850 | $190K | 0.0% | +25.0% | 0.101% | |
5/12/2023 | Martingale Asset Management L P | 10,637 | $113K | 0.0% | N/A | 0.060% | |
5/5/2023 | Sandy Spring Bank | 15,468 | $165K | 0.0% | +11.3% | 0.088% | |
5/3/2023 | Savant Capital LLC | 151,539 | $1.61M | 0.0% | +25.0% | 0.857% | |
5/1/2023 | Grant GrossMendelsohn LLC | 12,186 | $129K | 0.1% | N/A | 0.069% | |
4/25/2023 | Sequoia Financial Advisors LLC | 17,287 | $184K | 0.0% | +25.0% | 0.098% | |
4/20/2023 | Lafayette Investments Inc. | 12,206 | $130K | 0.0% | N/A | 0.069% | |
4/13/2023 | Bridgewater Advisors Inc. | 199,541 | $2.13M | 0.5% | +25.0% | 1.129% | |
2/10/2023 | Sequoia Financial Advisors LLC | 13,830 | $264K | 0.0% | N/A | 0.079% | |
2/10/2023 | Sandy Spring Bank | 13,895 | $265K | 0.0% | N/A | 0.079% | |
2/8/2023 | Russell Investments Group Ltd. | 20,138 | $384K | 0.0% | -40.9% | 0.115% | |
2/7/2023 | Cassaday & Co Wealth Management LLC | 24,661 | $470K | 0.0% | N/A | 0.141% | |
1/27/2023 | Bridgewater Advisors Inc. | 159,638 | $3.04M | 0.7% | -3.1% | 1.141% | |
1/18/2023 | Sequoia Financial Advisors LLC | 13,830 | $264K | 0.0% | N/A | 0.099% | |
11/15/2022 | Prelude Capital Management LLC | 18,508 | $355K | 0.0% | +38.7% | 0.132% | |
11/14/2022 | Boothbay Fund Management LLC | 99,010 | $1.90M | 0.0% | -2.1% | 0.708% | |
11/4/2022 | Russell Investments Group Ltd. | 34,047 | $652K | 0.0% | +354.3% | 0.244% | |
11/2/2022 | Grant GrossMendelsohn LLC | 9,749 | $200K | 0.1% | N/A | 0.070% | |
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. |
10/31/2022 | Savant Capital LLC | 117,516 | $2.25M | 0.1% | N/A | 0.841% | |
8/24/2022 | Prelude Capital Management LLC | 13,344 | $251K | 0.0% | +38.3% | 0.096% | |
8/11/2022 | Trexquant Investment LP | 13,447 | $253K | 0.0% | N/A | 0.096% | |
8/10/2022 | Kennedy Capital Management Inc. | 46,733 | $880K | 0.0% | +12.4% | 0.335% | |
8/9/2022 | Lazard Asset Management LLC | 2,472 | $46K | 0.0% | +58.6% | 0.018% | |
5/27/2022 | EJF Capital LLC | 174,963 | $3.63M | 0.4% | -20.2% | 1.252% | |
5/17/2022 | Endeavour Capital Advisors Inc. | 830,065 | $17.22M | 2.7% | -0.1% | 5.942% | |
5/11/2022 | Lafayette Investments Inc. | 9,765 | $203K | 0.1% | N/A | 0.070% | |
5/9/2022 | Qube Research & Technologies Ltd | 14,224 | $295K | 0.0% | -78.8% | 0.102% | |
5/5/2022 | Warner Financial Inc. | 14,647 | $304K | 0.2% | N/A | 0.105% | |