8/14/2025 | Jane Street Group LLC | 130,609 | $291K | 0.0% | +68.0% | 0.172% | |
8/14/2025 | Transce3nd LLC | 81,166 | $181K | 0.1% | N/A | 0.107% | |
8/13/2025 | Marshall Wace LLP | 148,871 | $332K | 0.0% | N/A | 0.196% | |
8/13/2025 | Virtus Investment Advisers LLC | 220,488 | $492K | 0.2% | -4.8% | 0.290% | |
8/12/2025 | Legal & General Group Plc | 468,312 | $1.04M | 0.0% | +4.5% | 0.616% | |
8/7/2025 | Parkside Financial Bank & Trust | 22,170 | $49K | 0.0% | N/A | 0.029% | |
7/9/2025 | Silverberg Bernstein Capital Management LLC | 71,516 | $159K | 0.1% | +27.9% | 0.100% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 10,614 | $28K | 0.0% | N/A | 0.015% | |
5/13/2025 | Ethos Financial Group LLC | 47,091 | $123K | 0.0% | N/A | 0.066% | |
5/2/2025 | Kingsview Wealth Management LLC | 84,425 | $220K | 0.0% | +23.4% | 0.121% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 18,782 | $49K | 0.0% | +42.8% | 0.027% | |
4/22/2025 | Kennedy Investment Group | 10,091 | $26K | 0.0% | N/A | 0.014% | |
4/21/2025 | BostonPremier Wealth LLC | 61,526 | $161K | 0.1% | -6.4% | 0.088% | |
4/10/2025 | Silverberg Bernstein Capital Management LLC | 55,919 | $146K | 0.1% | +20.0% | 0.080% | |
2/17/2025 | Two Sigma Advisers LP | 1,414,613 | $3.45M | 0.0% | +10.8% | 2.084% | |
2/17/2025 | Millennium Management LLC | 142,335 | $347K | 0.0% | +23.9% | 0.210% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 19,968 | $49K | 0.0% | N/A | 0.029% | |
2/14/2025 | Jane Street Group LLC | 81,382 | $199K | 0.0% | N/A | 0.120% | |
2/14/2025 | Oxford Asset Management LLP | 60,412 | $147K | 0.1% | N/A | 0.089% | |
2/14/2025 | Virtus ETF Advisers LLC | 190,194 | $464K | 0.2% | +26.2% | 0.280% | |
2/14/2025 | Two Sigma Securities LLC | 33,964 | $83K | 0.0% | -48.0% | 0.050% | |
2/13/2025 | CANADA LIFE ASSURANCE Co | 40,669 | $99K | 0.0% | -19.5% | 0.060% | |
2/13/2025 | Legal & General Group Plc | 435,521 | $1.05M | 0.0% | -2.3% | 0.642% | |
2/12/2025 | United Bank | 17,518 | $43K | 0.0% | N/A | 0.026% | |
2/11/2025 | LPL Financial LLC | 107,096 | $261K | 0.0% | +74.3% | 0.158% | |
2/7/2025 | Founders Financial Alliance LLC | 84,865 | $207K | 0.1% | +124.1% | 0.125% | |
1/30/2025 | Strategic Financial Concepts LLC | 12,200 | $30K | 0.0% | N/A | 0.018% | |
1/29/2025 | BostonPremier Wealth LLC | 65,726 | $160K | 0.1% | N/A | 0.097% | |
1/28/2025 | Moloney Securities Asset Management LLC | 154,800 | $378K | 0.1% | +3.6% | 0.228% | |
1/28/2025 | Kingsview Wealth Management LLC | 68,425 | $167K | 0.0% | +23.5% | 0.101% | |
1/28/2025 | Strategic Financial Concepts LLC | 12,200 | $30K | 0.0% | N/A | 0.018% | |
1/14/2025 | Silverberg Bernstein Capital Management LLC | 46,582 | $114K | 0.1% | -16.9% | 0.069% | |
1/8/2025 | International Assets Investment Management LLC | 44,770 | $112K | 0.0% | -67.4% | 0.066% | |
11/14/2024 | National Wealth Management Group LLC | 10,000 | $28K | 0.0% | N/A | 0.015% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 15,053 | $43K | 0.0% | -89.3% | 0.024% | |
10/30/2024 | Moloney Securities Asset Management LLC | 149,481 | $423K | 0.1% | +2.7% | 0.250% | |
10/22/2024 | International Assets Investment Management LLC | 137,312 | $389K | 0.0% | +166.5% | 0.215% | |
10/11/2024 | Creative Planning | 40,840 | $116K | 0.0% | +17.6% | 0.064% | |
10/5/2024 | Silverberg Bernstein Capital Management LLC | 56,048 | $159K | 0.1% | -22.3% | 0.094% | |
8/26/2024 | Founders Financial Alliance LLC | 37,640 | $111K | 0.0% | -18.9% | 0.063% | |
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7/30/2024 | International Assets Investment Management LLC | 51,520 | $151K | 0.0% | -16.3% | 0.082% | |
7/23/2024 | First Bancorp Inc ME | 18,058 | $53K | 0.0% | N/A | 0.029% | |
7/17/2024 | LifeSteps Financial Inc. | 10,000 | $29K | 0.0% | N/A | 0.016% | |
7/12/2024 | Silverberg Bernstein Capital Management LLC | 72,173 | $212K | 0.2% | -15.2% | 0.121% | |
5/15/2024 | Quadrature Capital Ltd | 133,168 | $422K | 0.0% | +57.7% | 0.223% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 57,288 | $182K | 0.0% | +22.1% | 0.096% | |
4/11/2024 | International Assets Investment Management LLC | 61,520 | $193K | 0.0% | -48.5% | 0.103% | |
3/25/2024 | Quadrature Capital Ltd | 84,451 | $242K | 0.0% | +48.5% | 0.142% | |
2/12/2024 | Cape Investment Advisory Inc. | 23,967 | $69K | 0.0% | N/A | 0.041% | |
1/24/2024 | Stratos Wealth Partners LTD. | 13,766 | $39K | 0.0% | -44.0% | 0.024% | |
1/24/2024 | International Assets Investment Management LLC | 341,922 | $978K | 0.0% | +186.0% | 0.588% | |
1/17/2024 | Silverberg Bernstein Capital Management LLC | 85,659 | $245K | 0.2% | N/A | 0.147% | |
11/14/2023 | Quadrature Capital Ltd | 56,862 | $171K | 0.0% | -43.2% | 0.098% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 169,339 | $510K | 0.0% | +16.9% | 0.291% | |
11/7/2023 | Virtus ETF Advisers LLC | 116,717 | $351K | 0.2% | +89.0% | 0.207% | |
11/1/2023 | Csenge Advisory Group | 19,089 | $57K | 0.0% | N/A | 0.034% | |
10/30/2023 | Eagle Global Advisors LLC | 44,815 | $135K | 0.0% | N/A | 0.079% | |
10/24/2023 | Stratos Wealth Partners LTD. | 24,594 | $74K | 0.0% | +43.2% | 0.044% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 12,584 | $38K | 0.0% | N/A | 0.022% | |
8/14/2023 | Hunting Hill Global Capital LLC | 228,751 | $606K | 0.2% | N/A | 0.406% | |
8/2/2023 | Sigma Planning Corp | 14,929 | $40K | 0.0% | -24.2% | 0.026% | |
7/31/2023 | Cowen Prime Advisors LLC | 74,940 | $199K | 0.1% | +33.3% | 0.133% | |
7/31/2023 | Moloney Securities Asset Management LLC | 154,630 | $410K | 0.1% | +3.3% | 0.274% | |
7/25/2023 | Raymond James & Associates | 18,422 | $49K | 0.0% | -20.3% | 0.033% | |
7/20/2023 | International Assets Investment Management LLC | 116,553 | $309K | 0.0% | -3.4% | 0.207% | |
5/12/2023 | Moloney Securities Asset Management LLC | 149,715 | $473K | 0.1% | -3.8% | 0.300% | |
5/3/2023 | Jump Financial LLC | 19,700 | $62K | 0.0% | N/A | 0.040% | |
5/1/2023 | Virtu Financial LLC | 67,374 | $213K | 0.0% | N/A | 0.135% | |
4/25/2023 | United Asset Strategies Inc. | 20,198 | $64K | 0.0% | N/A | 0.041% | |
4/19/2023 | International Assets Investment Management LLC | 120,653 | $381K | 0.1% | N/A | 0.242% | |
3/6/2023 | Rockefeller Capital Management L.P. | 61,626 | $192K | 0.0% | N/A | 0.124% | |
2/10/2023 | Ameritas Advisory Services LLC | 10,456 | $33K | 0.0% | N/A | 0.021% | |
2/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 23,022 | $72K | 0.0% | N/A | 0.046% | |
2/8/2023 | Belpointe Asset Management LLC | 12,332 | $38K | 0.0% | N/A | 0.025% | |
2/7/2023 | Commonwealth Equity Services LLC | 101,495 | $316K | 0.0% | -7.3% | 0.204% | |
2/1/2023 | Cowen Prime Advisors LLC | 56,212 | $175K | 0.1% | +3,413.3% | 0.113% | |
11/14/2022 | Virtus ETF Advisers LLC | 65,045 | $196K | 0.1% | -12.0% | 0.131% | |
11/1/2022 | Great West Life Assurance Co. Can | 47,197 | $142K | 0.0% | N/A | 0.095% | |
10/31/2022 | Moloney Securities Asset Management LLC | 154,787 | $466K | 0.1% | +2.4% | 0.311% | |
10/19/2022 | CFO4Life Group LLC | 30,000 | $90K | 0.0% | N/A | 0.060% | |
10/5/2022 | Capital Investment Advisors LLC | 66,100 | $199K | 0.0% | N/A | 0.133% | |
8/12/2022 | Virtus ETF Advisers LLC | 73,914 | $269K | 0.1% | -6.8% | 0.149% | |
8/3/2022 | Janney Montgomery Scott LLC | 14,308 | $52K | 0.0% | -21.8% | 0.029% | |
8/1/2022 | Moisand Fitzgerald Tamayo LLC | 11,196 | $41K | 0.0% | N/A | 0.022% | |
5/13/2022 | Alerus Financial NA | 10,000 | $42K | 0.0% | N/A | 0.020% | |
5/12/2022 | Banco BTG Pactual S.A. | 11,420 | $48K | 0.0% | N/A | 0.023% | |
5/10/2022 | Moloney Securities Asset Management LLC | 151,972 | $637K | 0.1% | +2.1% | 0.306% | |
5/4/2022 | Commonwealth Equity Services LLC | 110,268 | $462K | 0.0% | -5.3% | 0.222% | |
5/3/2022 | International Assets Investment Management LLC | 120,653 | $506K | 0.1% | +9.0% | 0.243% | |
4/20/2022 | Sigma Planning Corp | 17,920 | $75K | 0.0% | -22.2% | 0.036% | |
Retire Comfortably with These New Monthly Income ETFs? (Ad) Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns just aren’t enough anymore. But what if you could reach your Freedom Number—the monthly income that makes retirement secure—using far less money than you thought possible?
That’s exactly what Kelly G. discovered. She calls it “life-changing,” saying the income just keeps growing and that early retirement suddenly looks real. This strategy was once reserved for the ultra-wealthy, but it’s now available to everyday investors. Click here to watch the free presentation and learn how to calculate your personal Freedom Number—an |
2/14/2022 | Virtus ETF Advisers LLC | 69,162 | $282K | 0.1% | -11.4% | 0.139% | |
2/10/2022 | International Assets Investment Management LLC | 110,653 | $451K | 0.1% | -6.7% | 0.223% | |
2/10/2022 | WINTON GROUP Ltd | 10,055 | $41K | 0.0% | N/A | 0.020% | |
2/8/2022 | Raymond James & Associates | 26,094 | $106K | 0.0% | -31.5% | 0.053% | |
2/3/2022 | Advisor Group Holdings Inc. | 27,900 | $114K | 0.0% | -51.7% | 0.056% | |
2/3/2022 | Moisand Fitzgerald Tamayo LLC | 10,644 | $43K | 0.0% | N/A | 0.021% | |
1/31/2022 | Commonwealth Equity Services LLC | 116,490 | $475K | 0.0% | -33.8% | 0.235% | |
1/27/2022 | Janney Montgomery Scott LLC | 40,291 | $164K | 0.0% | -13.1% | 0.081% | |
1/21/2022 | International Assets Investment Management LLC | 110,653 | $451K | 0.1% | -6.7% | 0.223% | |
12/8/2021 | Moors & Cabot Inc. | 25,000 | $25K | 0.0% | N/A | 0.050% | |