6/27/2025 | Goldman Sachs Group Inc. | 164,094 | $6.58M | 0.0% | -25.2% | 2.749% | |
5/16/2025 | Goldman Sachs Group Inc. | 164,094 | $6.58M | 0.0% | -25.2% | 2.749% | |
5/16/2025 | Jones Financial Companies Lllp | 13,558 | $543K | 0.0% | +783.8% | 0.227% | |
5/15/2025 | Royal Bank of Canada | 24,324 | $975K | 0.0% | +29.6% | 0.407% | |
5/15/2025 | MAI Capital Management | 2,184 | $88K | 0.0% | -23.9% | 0.037% | |
5/14/2025 | Comerica Bank | 5,685 | $228K | 0.0% | +138.4% | 0.095% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 18,768 | $752K | 0.0% | -73.7% | 0.314% | |
5/14/2025 | Flow Traders U.S. LLC | 50,300 | $2.02M | 0.1% | N/A | 0.843% | |
5/13/2025 | Cascade Financial Partners LLC | 15,586 | $625K | 0.1% | -19.3% | 0.261% | |
5/13/2025 | Cresset Asset Management LLC | 10,457 | $419K | 0.0% | -10.3% | 0.175% | |
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5/12/2025 | Virtu Financial LLC | 7,441 | $298K | 0.0% | N/A | 0.125% | |
5/9/2025 | Chicago Partners Investment Group LLC | 6,128 | $247K | 0.0% | N/A | 0.103% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 1,450 | $58K | 0.0% | N/A | 0.024% | |
5/7/2025 | LPL Financial LLC | 96,653 | $3.87M | 0.0% | -6.1% | 1.619% | |
5/7/2025 | Texas Yale Capital Corp. | 94,676 | $3.80M | 0.2% | +23.4% | 1.586% | |
5/6/2025 | Cetera Investment Advisers | 6,611 | $265K | 0.0% | N/A | 0.111% | |
5/6/2025 | Avantax Advisory Services Inc. | 25,767 | $1.03M | 0.0% | -8.8% | 0.432% | |
5/5/2025 | Cassaday & Co Wealth Management LLC | 7,500 | $301K | 0.0% | N/A | 0.126% | |
4/30/2025 | Narus Financial Partners LLC | 96,975 | $3.89M | 1.3% | +8.1% | 1.624% | |
4/30/2025 | Harbour Investment Management LLC | 53,227 | $2.13M | 1.0% | -0.6% | 0.892% | |
4/29/2025 | Envestnet Asset Management Inc. | 16,351 | $655K | 0.0% | -29.3% | 0.274% | |
4/25/2025 | McGuire Investment Group LLC | 12,607 | $505K | 0.1% | -4.2% | 0.211% | |
4/23/2025 | Spire Wealth Management | 3,149 | $126K | 0.0% | -16.6% | 0.052% | |
4/23/2025 | Eagle Strategies LLC | 7,263 | $291K | 0.1% | +32.1% | 0.121% | |
4/21/2025 | JBR Co Financial Management Inc | 14,887 | $597K | 0.3% | -3.4% | 0.248% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 15,255 | $611K | 0.0% | -38.3% | 0.250% | |
4/14/2025 | IMC Chicago LLC | 11,401 | $457K | 0.0% | N/A | 0.187% | |
4/10/2025 | Whipplewood Advisors LLC | 10,495 | $421K | 0.1% | +1,649.2% | 0.171% | |
4/7/2025 | GAMMA Investing LLC | 5,170 | $2.07M | 0.0% | +3,907.8% | 0.085% | |
2/17/2025 | Cresset Asset Management LLC | 11,656 | $556K | 0.0% | -7.2% | 0.178% | |
2/17/2025 | Bank of America Corp DE | 351,774 | $16.79M | 0.0% | +114.6% | 5.371% | |
2/17/2025 | Ameriprise Financial Inc. | 26,114 | $1.26M | 0.0% | +19.2% | 0.399% | |
2/14/2025 | Eagle Strategies LLC | 5,497 | $262K | 0.0% | N/A | 0.084% | |
2/14/2025 | Stifel Financial Corp | 35,898 | $1.71M | 0.0% | -31.0% | 0.548% | |
2/14/2025 | Tower Research Capital LLC TRC | 3,000 | $143K | 0.0% | -70.3% | 0.046% | |
2/13/2025 | Mariner LLC | 22,435 | $1.07M | 0.0% | +2.9% | 0.343% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 9,394 | $448K | 0.0% | +2,365.6% | 0.143% | |
2/13/2025 | Raymond James Financial Inc. | 34,829 | $1.66M | 0.0% | N/A | 0.532% | |
2/13/2025 | Texas Yale Capital Corp. | 76,720 | $3.66M | 0.1% | -2.1% | 1.171% | |
2/13/2025 | Wells Fargo & Company MN | 105,744 | $5.05M | 0.0% | -4.5% | 1.614% | |
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2/12/2025 | OLD Mission Capital LLC | 12,554 | $599K | 0.0% | +118.2% | 0.192% | |
2/12/2025 | Amica Retiree Medical Trust | 772 | $37K | 0.0% | -45.1% | 0.012% | |
2/12/2025 | Amica Mutual Insurance Co. | 6,537 | $312K | 0.0% | -45.3% | 0.100% | |
2/11/2025 | LPL Financial LLC | 102,907 | $4.91M | 0.0% | -1.7% | 1.571% | |
2/10/2025 | Tocqueville Asset Management L.P. | 20,075 | $958K | 0.0% | N/A | 0.306% | |
2/10/2025 | Harbour Investment Management LLC | 53,552 | $2.56M | 1.1% | -1.4% | 0.818% | |
2/10/2025 | Commonwealth Equity Services LLC | 9,201 | $439K | 0.0% | -7.3% | 0.140% | |
2/10/2025 | Avantax Advisory Services Inc. | 28,267 | $1.35M | 0.0% | -2.2% | 0.432% | |
2/7/2025 | Cascade Financial Partners LLC | 19,311 | $922K | 0.1% | -11.1% | 0.295% | |
2/6/2025 | Raymond James Financial Inc. | 34,829 | $1.66M | 0.0% | N/A | 0.532% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 6,593 | $315K | 0.0% | +5.6% | 0.101% | |
2/6/2025 | Jones Financial Companies Lllp | 1,534 | $73K | 0.0% | +155.7% | 0.023% | |
2/5/2025 | Oppenheimer & Co. Inc. | 44,220 | $2.11M | 0.0% | +4.1% | 0.675% | |
2/5/2025 | Whipplewood Advisors LLC | 600 | $29K | 0.0% | N/A | 0.009% | |
2/4/2025 | IFP Advisors Inc | 68,492 | $3.27M | 0.1% | +0.7% | 1.046% | |
2/3/2025 | Compass Capital Corp MA ADV | 5,804 | $277K | 0.1% | N/A | 0.089% | |
1/30/2025 | Kessler Investment Group LLC | 3,559 | $170K | 0.1% | -37.9% | 0.054% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 8,681 | $414K | 0.0% | +48.8% | 0.133% | |
1/24/2025 | Yoder Wealth Management Inc. | 5,318 | $254K | 0.1% | -4.2% | 0.082% | |
1/23/2025 | Narus Financial Partners LLC | 89,698 | $4.28M | 1.4% | +46.7% | 1.378% | |
1/21/2025 | McGuire Investment Group LLC | 13,163 | $628K | 0.1% | -4.6% | 0.202% | |
1/17/2025 | Janney Montgomery Scott LLC | 7,590 | $362K | 0.0% | -35.3% | 0.117% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 24,718 | $1.18M | 0.0% | -12.3% | 0.381% | |
11/15/2024 | MML Investors Services LLC | 16,817 | $805K | 0.0% | +2.3% | 0.252% | |
11/15/2024 | Jane Street Group LLC | 9,138 | $438K | 0.0% | +81.1% | 0.137% | |
11/15/2024 | Stifel Financial Corp | 52,007 | $2.49M | 0.0% | -24.0% | 0.780% | |
11/13/2024 | FMR LLC | 3,652 | $175K | 0.0% | +19.4% | 0.055% | |
11/12/2024 | Baltimore Washington Financial Advisors Inc. | 20,569 | $985K | 0.1% | N/A | 0.308% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 6,000 | $287K | 0.0% | N/A | 0.090% | |
11/6/2024 | Oppenheimer & Co. Inc. | 42,460 | $2.03M | 0.0% | +8.7% | 0.637% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 5,833 | $279K | 0.0% | +10.8% | 0.087% | |
10/22/2024 | Private Advisor Group LLC | 20,349 | $974K | 0.0% | +3.2% | 0.305% | |
10/21/2024 | Kessler Investment Group LLC | 5,734 | $275K | 0.1% | +1,761.7% | 0.086% | |
10/19/2024 | Narus Financial Partners LLC | 61,137 | $2.93M | 1.0% | +9.3% | 0.917% | |
10/11/2024 | Creative Planning | 10,109 | $484K | 0.0% | -14.1% | 0.152% | |
10/10/2024 | JBR Co Financial Management Inc | 15,412 | $738K | 0.5% | -4.2% | 0.231% | |
10/9/2024 | Pacific Sun Financial Corp | 22,499 | $1.08M | 0.6% | -3.4% | 0.337% | |
9/5/2024 | Sanctuary Advisors LLC | 48,458 | $2.15M | 0.0% | N/A | 0.702% | |
8/8/2024 | Oppenheimer & Co. Inc. | 39,062 | $1.82M | 0.0% | +2.6% | 0.566% | |
8/7/2024 | PFG Investments LLC | 5,288 | $247K | 0.0% | +9.3% | 0.077% | |
8/5/2024 | Private Advisor Group LLC | 19,717 | $921K | 0.0% | N/A | 0.286% | |
7/31/2024 | Commonwealth Equity Services LLC | 9,746 | $455K | 0.0% | -2.6% | 0.141% | |
7/19/2024 | Pacific Sun Financial Corp | 23,284 | $1.09M | 0.6% | -3.0% | 0.338% | |
7/17/2024 | Narus Financial Partners LLC | 55,946 | $2.61M | 1.1% | +3.0% | 0.824% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 921 | $43K | 0.0% | N/A | 0.013% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 23,662 | $1.10M | 0.0% | -21.3% | 0.339% | |
5/8/2024 | Avantax Advisory Services Inc. | 29,319 | $1.36M | 0.0% | +7.9% | 0.419% | |
5/7/2024 | Oppenheimer & Co. Inc. | 38,078 | $1.77M | 0.0% | +9.3% | 0.545% | |
5/1/2024 | Janney Montgomery Scott LLC | 13,056 | $606K | 0.0% | +2.3% | 0.187% | |
4/26/2024 | McGuire Investment Group LLC | 13,694 | $635K | 0.1% | -57.2% | 0.196% | |
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. |
4/22/2024 | PFG Investments LLC | 4,838 | $224K | 0.0% | -12.6% | 0.069% | |
4/18/2024 | Woodmont Investment Counsel LLC | 1,800 | $84K | 0.0% | N/A | 0.026% | |
4/18/2024 | Narus Financial Partners LLC | 54,339 | $2.52M | 1.1% | +12.4% | 0.784% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 30,163 | $1.40M | 0.0% | +2.6% | 0.435% | |
2/13/2024 | Oppenheimer & Co. Inc. | 34,853 | $1.68M | 0.0% | +23.7% | 0.494% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 8,295 | $400K | 0.0% | +6.3% | 0.117% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 20,635 | $996K | 0.1% | N/A | 0.292% | |
2/8/2024 | Janney Montgomery Scott LLC | 12,764 | $616K | 0.0% | -2.0% | 0.181% | |
2/8/2024 | Pacific Sun Financial Corp | 24,020 | $1.16M | 0.7% | -4.2% | 0.340% | |
2/7/2024 | Avantax Advisory Services Inc. | 27,179 | $1.31M | 0.0% | -11.8% | 0.385% | |