| 7/9/2026 | Allied Private Wealth LLC | 1,123,352 | $1.33M | 0.8% | N/A | 0.835% | |
| 7/8/2026 | Byrne Asset Management LLC | 142,800 | $159K | 0.1% | +34.7% | 0.106% | |
| 5/19/2026 | Bank of America Corp DE | 71,465 | $80K | 0.0% | +48.6% | 0.053% | |
| 5/18/2026 | Kanen Wealth Management LLC | 1,150,121 | $1.29M | 0.5% | N/A | 0.855% | |
| 5/14/2026 | Renaissance Technologies LLC | 1,221,500 | $1.37M | 0.0% | +243.9% | 0.911% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 71,680 | $80K | 0.0% | N/A | 0.053% | |
| 5/5/2026 | Bank of New York Mellon Corp | 175,683 | $197K | 0.0% | +22.5% | 0.132% | |
| 4/23/2026 | North Star Investment Management Corp. | 80,000 | $90K | 0.0% | N/A | 0.060% | |
| 3/20/2026 | Hsbc Holdings PLC | 28,104 | $61K | 0.0% | N/A | 0.023% | |
| 2/19/2026 | Invesco Ltd. | 40,732 | $88K | 0.0% | +26.6% | 0.034% | |
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| 2/18/2026 | XTX Topco Ltd | 53,075 | $115K | 0.0% | +91.4% | 0.044% | |
| 2/18/2026 | Quadrature Capital Ltd | 22,577 | $49K | 0.0% | +50.5% | 0.019% | |
| 2/18/2026 | Odyssean LLC | 43,682 | $95K | 0.1% | N/A | 0.036% | |
| 2/18/2026 | Millennium Management LLC | 192,728 | $418K | 0.0% | N/A | 0.159% | |
| 2/18/2026 | Integrity Wealth Advisors Inc. | 65,000 | $141K | 0.1% | N/A | 0.053% | |
| 2/17/2026 | Rothschild Wealth LLC | 80,000 | $172K | 0.0% | N/A | 0.066% | |
| 2/16/2026 | Barclays PLC | 111,909 | $243K | 0.0% | +25.7% | 0.092% | |
| 2/13/2026 | The Manufacturers Life Insurance Company | 22,635 | $49K | 0.0% | N/A | 0.019% | |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 252,715 | $548K | 0.0% | +64.2% | 0.208% | |
| 2/13/2026 | State Street Corp | 904,978 | $1.96M | 0.0% | +30.6% | 0.745% | |
| 2/13/2026 | Wells Fargo & Company MN | 78,332 | $170K | 0.0% | +105.6% | 0.064% | |
| 2/12/2026 | Jane Street Group LLC | 78,178 | $170K | 0.0% | -54.6% | 0.064% | |
| 2/12/2026 | MetLife Investment Management LLC | 41,535 | $90K | 0.0% | N/A | 0.034% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 33,300 | $72K | 0.0% | N/A | 0.027% | |
| 2/12/2026 | Renaissance Technologies LLC | 355,213 | $771K | 0.0% | +741.7% | 0.292% | |
| 2/12/2026 | New York State Common Retirement Fund | 34,200 | $74K | 0.0% | -23.1% | 0.028% | |
| 2/11/2026 | Deutsche Bank AG | 51,564 | $112K | 0.0% | -54.0% | 0.042% | |
| 2/11/2026 | Vise Technologies Inc. | 15,946 | $35K | 0.0% | N/A | 0.013% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 181,581 | $394K | 0.0% | +29.0% | 0.149% | |
| 2/10/2026 | Clear Harbor Asset Management LLC | 621,635 | $1.35M | 0.1% | +7.0% | 0.512% | |
| 2/10/2026 | Intech Investment Management LLC | 23,640 | $51K | 0.0% | -21.0% | 0.019% | |
| 2/9/2026 | Geode Capital Management LLC | 1,742,309 | $3.78M | 0.0% | +14.8% | 1.434% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 348,900 | $757K | 0.0% | +5.4% | 0.287% | |
| 1/23/2026 | Third View Private Wealth LLC | 203,000 | $441K | 0.1% | N/A | 0.167% | |
| 1/21/2026 | Daytona Street Capital LLC | 405,979 | $881K | 0.6% | N/A | 0.334% | |
| 1/12/2026 | Byrne Asset Management LLC | 96,000 | $208K | 0.1% | +126.4% | 0.084% | |
| 1/1/2026 | JPMorgan Chase & Co. | 40,088 | $45K | 0.0% | +31.7% | 0.035% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 330,900 | $371K | 0.0% | +10.7% | 0.291% | |
| 11/17/2025 | Perritt Capital Management Inc | 70,000 | $81K | 0.0% | -22.5% | 0.062% | |
| 11/17/2025 | Susquehanna International Group LLP | 51,037 | $57K | 0.0% | -81.0% | 0.045% | |
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| 11/7/2025 | Vanguard Group Inc. | 3,326,427 | $3.73M | 0.0% | +7.6% | 2.930% | |
| 11/7/2025 | JPMorgan Chase & Co. | 40,088 | $45K | 0.0% | +31.7% | 0.035% | |
| 11/3/2025 | New York State Common Retirement Fund | 44,500 | $50K | 0.0% | -43.5% | 0.039% | |
| 10/23/2025 | Clear Harbor Asset Management LLC | 581,075 | $651K | 0.0% | +13.1% | 0.516% | |
| 10/22/2025 | Byrne Asset Management LLC | 42,400 | $47K | 0.0% | N/A | 0.038% | |
| 9/26/2025 | Corient Private Wealth LLC | 446,981 | $467K | 0.0% | +163.0% | 0.401% | |
| 8/15/2025 | Corient Private Wealth LLC | 446,981 | $467K | 0.0% | +163.0% | 0.401% | |
| 8/14/2025 | Jane Street Group LLC | 56,612 | $59K | 0.0% | -70.2% | 0.053% | |
| 8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 33,396 | $35K | 0.0% | N/A | 0.031% | |
| 8/13/2025 | Invesco Ltd. | 32,183 | $34K | 0.0% | N/A | 0.030% | |
| 8/13/2025 | New York State Common Retirement Fund | 78,800 | $82K | 0.0% | N/A | 0.074% | |
| 8/12/2025 | JPMorgan Chase & Co. | 30,441 | $32K | 0.0% | -54.1% | 0.028% | |
| 8/8/2025 | Intech Investment Management LLC | 30,600 | $32K | 0.0% | N/A | 0.029% | |
| 8/8/2025 | Geode Capital Management LLC | 1,460,777 | $1.53M | 0.0% | +96.9% | 1.366% | |
| 7/25/2025 | Matrix Asset Advisors Inc. NY | 201,666 | $211K | 0.0% | +27.4% | 0.189% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 513,575 | $537K | 0.0% | +30.0% | 0.480% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 264,724 | $302K | 0.0% | +685.0% | 0.248% | |
| 5/19/2025 | Jane Street Group LLC | 190,265 | $217K | 0.0% | +258.5% | 0.182% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 264,724 | $302K | 0.0% | +685.0% | 0.253% | |
| 5/15/2025 | OMERS ADMINISTRATION Corp | 222,900 | $254K | 0.0% | N/A | 0.213% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 239,000 | $272K | 0.0% | +13.0% | 0.229% | |
| 5/5/2025 | Private Advisor Group LLC | 39,500 | $45K | 0.0% | +33.9% | 0.038% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 31,892 | $36K | 0.0% | +100.0% | 0.031% | |
| 2/18/2025 | Connective Capital Management LLC | 132,105 | $153K | 0.2% | N/A | 0.129% | |
| 2/17/2025 | Point72 Asia Singapore Pte. Ltd. | 52,340 | $61K | 0.0% | +16.8% | 0.051% | |
| 2/17/2025 | Millennium Management LLC | 833,231 | $967K | 0.0% | +3.0% | 0.813% | |
| 2/14/2025 | Jane Street Group LLC | 53,072 | $62K | 0.0% | N/A | 0.052% | |
| 2/14/2025 | Northern Trust Corp | 201,276 | $233K | 0.0% | +66.3% | 0.196% | |
| 2/13/2025 | XTX Topco Ltd | 40,397 | $47K | 0.0% | -23.1% | 0.039% | |
| 2/13/2025 | Barclays PLC | 30,812 | $36K | 0.0% | +3,081,100.0% | 0.030% | |
| 2/13/2025 | Renaissance Technologies LLC | 70,850 | $82K | 0.0% | N/A | 0.069% | |
| 2/12/2025 | Geode Capital Management LLC | 712,391 | $827K | 0.0% | +1.1% | 0.695% | |
| 2/11/2025 | Prudential Financial Inc. | 31,200 | $36K | 0.0% | N/A | 0.030% | |
| 2/10/2025 | SlateStone Wealth LLC | 28,600 | $33K | 0.0% | +169.8% | 0.028% | |
| 1/29/2025 | Certuity LLC | 28,259 | $33K | 0.0% | +60.6% | 0.028% | |
| 1/28/2025 | Newbridge Financial Services Group Inc. | 35,963 | $42K | 0.0% | N/A | 0.035% | |
| 1/22/2025 | Matrix Asset Advisors Inc. NY | 158,333 | $184K | 0.0% | +21.8% | 0.154% | |
| 1/17/2025 | Clear Harbor Asset Management LLC | 351,300 | $408K | 0.0% | N/A | 0.343% | |
| 1/15/2025 | Procyon Advisors LLC | 208,000 | $241K | 0.0% | N/A | 0.203% | |
| 11/20/2024 | Virtu Financial LLC | 32,012 | $27K | 0.0% | N/A | 0.031% | |
| 11/16/2024 | Geode Capital Management LLC | 704,930 | $598K | 0.0% | +20.8% | 0.688% | |
| 11/15/2024 | XTX Topco Ltd | 52,536 | $45K | 0.0% | N/A | 0.051% | |
| 11/15/2024 | Point72 Asia Singapore Pte. Ltd. | 44,821 | $38K | 0.0% | -46.4% | 0.044% | |
| 10/10/2024 | Matrix Asset Advisors Inc. NY | 130,000 | $110K | 0.0% | +30.0% | 0.128% | |
| 9/16/2024 | Point72 Asia Singapore Pte. Ltd. | 83,651 | $79K | 0.0% | N/A | 0.084% | |
| 8/15/2024 | Point72 Asia Singapore Pte. Ltd. | 83,651 | $79K | 0.0% | N/A | 0.084% | |
| 8/7/2024 | Choreo LLC | 286,746 | $266K | 0.0% | +22.5% | 0.286% | |
| 7/15/2024 | Matrix Asset Advisors Inc. NY | 100,000 | $95K | 0.0% | +53.8% | 0.100% | |
| 5/10/2024 | Vanguard Group Inc. | 2,679,872 | $3.51M | 0.0% | +11.4% | 2.766% | |
| 5/2/2024 | Choreo LLC | 234,066 | $307K | 0.0% | +485.2% | 0.242% | |
SPCX Warning - and Worst News for Stocks in 50 Years (Ad) Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock.
According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits. Learn how to prepare your portfolio for what's coming next |
| 4/26/2024 | SlateStone Wealth LLC | 23,150 | $30K | 0.0% | -93.7% | 0.024% | |
| 4/15/2024 | Matrix Asset Advisors Inc. NY | 65,000 | $85K | 0.0% | +333.3% | 0.067% | |
| 3/28/2024 | Newbridge Financial Services Group Inc. | 32,788 | $52K | 0.0% | +37.4% | 0.036% | |
| 2/15/2024 | Cantor Fitzgerald L. P. | 53,010 | $85K | 0.0% | N/A | 0.058% | |
| 2/1/2024 | SlateStone Wealth LLC | 369,609 | $591K | 0.1% | +1,496.6% | 0.401% | |
| 11/3/2023 | Private Advisor Group LLC | 29,500 | $42K | 0.0% | +37.2% | 0.032% | |
| 10/20/2023 | U.S. Capital Wealth Advisors LLC | 63,200 | $90K | 0.0% | +79.5% | 0.069% | |
| 10/17/2023 | Newbridge Financial Services Group Inc. | 23,860 | $34K | 0.0% | +71.9% | 0.026% | |
| 10/12/2023 | SlateStone Wealth LLC | 23,150 | $33K | 0.0% | -93.6% | 0.025% | |
| 9/21/2023 | Barclays PLC | 18,300 | $48K | 0.0% | N/A | 0.020% | |