8/19/2025 | State of Wyoming | 421,689 | $510K | 0.1% | -35.2% | 0.160% | |
8/15/2025 | Cannell Capital LLC | 8,951,755 | $10.83M | 3.2% | -0.5% | 3.407% | |
8/15/2025 | SkyView Investment Advisors LLC | 288,301 | $355K | 0.1% | +4.5% | 0.110% | |
8/15/2025 | Corient Private Wealth LLC | 60,728 | $73K | 0.0% | +54.5% | 0.023% | |
8/15/2025 | Tidal Investments LLC | 7,272,668 | $8.80M | 0.1% | +2.5% | 2.768% | |
8/15/2025 | Oxford Asset Management LLP | 36,083 | $44K | 0.0% | N/A | 0.014% | |
8/15/2025 | Hilton Capital Management LLC | 24,634 | $30K | 0.0% | N/A | 0.009% | |
8/15/2025 | BNP Paribas Financial Markets | 4,853,517 | $5.87M | 0.0% | +7.5% | 1.847% | |
8/15/2025 | Bank of America Corp DE | 348,438 | $422K | 0.0% | -2.9% | 0.133% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,920,586 | $2.32M | 0.0% | -2.6% | 0.731% | |
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8/14/2025 | Qube Research & Technologies Ltd | 354,965 | $430K | 0.0% | +78.3% | 0.135% | |
8/13/2025 | Invesco Ltd. | 392,789 | $475K | 0.0% | -36.4% | 0.149% | |
8/13/2025 | Arrowstreet Capital Limited Partnership | 564,996 | $684K | 0.0% | -67.2% | 0.215% | |
8/12/2025 | XTX Topco Ltd | 70,214 | $85K | 0.0% | N/A | 0.027% | |
8/4/2025 | AdvisorShares Investments LLC | 1,084,332 | $1.31M | 0.2% | -7.0% | 0.413% | |
7/31/2025 | R Squared Ltd | 140,681 | $170K | 0.1% | +296.1% | 0.054% | |
7/16/2025 | Magnus Financial Group LLC | 148,246 | $179K | 0.0% | +23.3% | 0.056% | |
6/27/2025 | Goldman Sachs Group Inc. | 424,317 | $598K | 0.0% | +17.1% | 0.161% | |
5/16/2025 | Goldman Sachs Group Inc. | 424,317 | $598K | 0.0% | +17.1% | 0.161% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,971,511 | $2.78M | 0.0% | -5.9% | 0.750% | |
5/15/2025 | Cubist Systematic Strategies LLC | 92,026 | $130K | 0.0% | N/A | 0.035% | |
5/15/2025 | State of Wyoming | 650,510 | $917K | 0.1% | +14.5% | 0.248% | |
5/14/2025 | Quantbot Technologies LP | 21,667 | $31K | 0.0% | +815.0% | 0.008% | |
5/12/2025 | Virtu Financial LLC | 82,916 | $117K | 0.0% | -20.7% | 0.032% | |
5/12/2025 | Invesco Ltd. | 617,296 | $870K | 0.0% | -23.5% | 0.235% | |
5/12/2025 | Connor Clark & Lunn Investment Management Ltd. | 21,247 | $30K | 0.0% | N/A | 0.008% | |
5/12/2025 | National Bank of Canada FI | 37,231 | $52K | 0.0% | +102.7% | 0.014% | |
5/9/2025 | R Squared Ltd | 35,520 | $50K | 0.1% | +722.2% | 0.014% | |
5/7/2025 | Mackenzie Financial Corp | 162,793 | $230K | 0.0% | +735.7% | 0.062% | |
4/29/2025 | OneDigital Investment Advisors LLC | 210,688 | $297K | 0.0% | +3.7% | 0.080% | |
2/20/2025 | Mackenzie Financial Corp | 19,481 | $35K | 0.0% | N/A | 0.007% | |
2/17/2025 | Two Sigma Advisers LP | 26,100 | $47K | 0.0% | N/A | 0.010% | |
2/17/2025 | Two Sigma Investments LP | 287,816 | $515K | 0.0% | -30.1% | 0.110% | |
2/17/2025 | Tidal Investments LLC | 6,358,765 | $11.38M | 0.1% | -2.3% | 2.420% | |
2/17/2025 | State of Wyoming | 568,184 | $1.02M | 0.1% | +43.9% | 0.216% | |
2/17/2025 | OMERS ADMINISTRATION Corp | 326,400 | $584K | 0.0% | N/A | 0.124% | |
2/17/2025 | Millennium Management LLC | 190,915 | $342K | 0.0% | -37.4% | 0.073% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,095,205 | $3.75M | 0.0% | +41.3% | 0.797% | |
2/17/2025 | Gotham Asset Management LLC | 23,705 | $42K | 0.0% | -24.5% | 0.009% | |
2/17/2025 | Graham Capital Management L.P. | 138,827 | $248K | 0.0% | +11.6% | 0.053% | |
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2/17/2025 | Bank of America Corp DE | 264,106 | $473K | 0.0% | +36.0% | 0.101% | |
2/17/2025 | BNP Paribas Financial Markets | 4,110,288 | $7.36M | 0.0% | N/A | 1.564% | |
2/14/2025 | AdvisorShares Investments LLC | 1,165,992 | $2.09M | 0.4% | -7.4% | 0.444% | |
2/14/2025 | Oxford Asset Management LLP | 90,336 | $162K | 0.1% | N/A | 0.034% | |
2/14/2025 | Boothbay Fund Management LLC | 225,605 | $404K | 0.0% | N/A | 0.086% | |
2/14/2025 | Two Sigma Securities LLC | 57,755 | $103K | 0.0% | +74.0% | 0.022% | |
2/14/2025 | RBF Capital LLC | 250,000 | $448K | 0.0% | -16.7% | 0.095% | |
2/14/2025 | Susquehanna Advisors Group Inc. | 59,018 | $106K | 0.0% | N/A | 0.022% | |
2/14/2025 | OneDigital Investment Advisors LLC | 203,130 | $364K | 0.0% | N/A | 0.077% | |
2/14/2025 | Tower Research Capital LLC TRC | 42,804 | $77K | 0.0% | N/A | 0.016% | |
2/13/2025 | Straightline Group LLC | 28,271 | $51K | 0.0% | N/A | 0.011% | |
2/13/2025 | Cannell Capital LLC | 10,176,305 | $18.22M | 3.7% | +23.6% | 3.873% | |
2/13/2025 | Invesco Ltd. | 806,812 | $1.44M | 0.0% | +1.3% | 0.307% | |
2/12/2025 | Headlands Technologies LLC | 34,806 | $62K | 0.0% | +513.5% | 0.013% | |
2/12/2025 | OLD Mission Capital LLC | 112,085 | $201K | 0.0% | +22.2% | 0.043% | |
2/12/2025 | National Bank of Canada FI | 18,367 | $33K | 0.0% | N/A | 0.007% | |
2/12/2025 | Arrowstreet Capital Limited Partnership | 1,248,922 | $2.24M | 0.0% | N/A | 0.475% | |
2/12/2025 | WINTON GROUP Ltd | 299,080 | $535K | 0.0% | -34.8% | 0.114% | |
2/11/2025 | EntryPoint Capital LLC | 18,136 | $32K | 0.0% | N/A | 0.007% | |
2/11/2025 | LPL Financial LLC | 66,306 | $119K | 0.0% | +339.5% | 0.025% | |
2/11/2025 | Virtu Financial LLC | 104,586 | $187K | 0.0% | N/A | 0.040% | |
2/6/2025 | SBI Securities Co. Ltd. | 38,354 | $69K | 0.0% | N/A | 0.015% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 13,711 | $25K | 0.0% | N/A | 0.000% | |
1/30/2025 | Newman Dignan & Sheerar Inc. | 64,420 | $115K | 0.0% | +18.4% | 0.000% | |
1/30/2025 | Vontobel Holding Ltd. | 42,179 | $76K | 0.0% | -73.6% | 0.000% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 13,711 | $25K | 0.0% | N/A | 0.000% | |
1/17/2025 | Transform Wealth LLC | 48,806 | $87K | 0.0% | N/A | 0.000% | |
11/25/2024 | Tidal Investments LLC | 6,510,961 | $13.41M | 0.1% | +5.0% | 3.922% | |
11/15/2024 | State Street Corp | 353,107 | $727K | 0.0% | +1.5% | 0.213% | |
11/12/2024 | Penserra Capital Management LLC | 289,526 | $596K | 0.0% | -6.7% | 0.174% | |
11/7/2024 | Caprock Group LLC | 96,000 | $198K | 0.0% | -13.5% | 0.058% | |
11/5/2024 | RMR Capital Management LLC | 50,000 | $103K | 0.1% | N/A | 0.000% | |
10/16/2024 | Vontobel Holding Ltd. | 159,914 | $329K | 0.0% | +38.7% | 0.096% | |
10/3/2024 | SG Americas Securities LLC | 15,881 | $33K | 0.0% | N/A | 0.000% | |
8/15/2024 | Millennium Management LLC | 2,080,069 | $3.95M | 0.0% | +138.7% | 1.253% | |
8/9/2024 | WINTON GROUP Ltd | 390,537 | $742K | 0.1% | N/A | 0.000% | |
8/8/2024 | AdvisorShares Investments LLC | 1,409,212 | $2.71M | 0.5% | +27.0% | 0.000% | |
8/5/2024 | Jeppson Wealth Management LLC | 20,000 | $38K | 0.0% | N/A | 0.012% | |
8/2/2024 | Magnus Financial Group LLC | 120,246 | $228K | 0.0% | N/A | 0.000% | |
5/17/2024 | Tidal Investments LLC | 9,095,885 | $18.24M | 0.3% | N/A | 5.479% | |
5/7/2024 | Concurrent Investment Advisors LLC | 59,653 | $120K | 0.0% | N/A | 0.000% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 3,010,093 | $5.54M | 0.0% | -40.2% | 1.813% | |
2/26/2024 | Virtu Financial LLC | 162,854 | $267K | 0.0% | -25.2% | 0.000% | |
2/20/2024 | Cable Car Capital LLC | 306,195 | $502K | 0.6% | N/A | 0.000% | |
2/14/2024 | AdvisorShares Investments LLC | 809,212 | $1.33M | 0.3% | +12.4% | 0.000% | |
2/13/2024 | Tower Research Capital LLC TRC | 28,507 | $47K | 0.0% | +163.0% | 0.000% | |
2/6/2024 | National Bank of Canada FI | 26,660 | $42K | 0.0% | -38.7% | 0.000% | |
1/30/2024 | Vontobel Holding Ltd. | 116,780 | $192K | 0.0% | +93.9% | 0.000% | |
1/25/2024 | Firethorn Wealth Partners LLC | 60,778 | $100K | 0.1% | +51.4% | 0.000% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 5,031,312 | $8.25M | 0.0% | -15.0% | 0.000% | |
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad) On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers.
But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies.
American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained. Click here to download the guide and protect your assets before Sept 15th. |
11/13/2023 | Cambria Investment Management L.P. | 245,840 | $467K | 0.0% | +44.1% | 0.000% | |
11/6/2023 | AdvisorShares Investments LLC | 719,990 | $1.37M | 0.4% | +14.6% | 0.434% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 5,922,425 | $11.25M | 0.0% | +82.3% | 0.000% | |
10/24/2023 | Capital Advisors Inc. OK | 13,517 | $26K | 0.0% | N/A | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 40,872 | $78K | 0.0% | +80.6% | 0.000% | |
10/11/2023 | Vontobel Holding Ltd. | 60,236 | $114K | 0.0% | -55.0% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 298,790 | $409K | 0.0% | +38.0% | 0.000% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 3,248,956 | $4.45M | 0.0% | +27.8% | 1.957% | |
8/9/2023 | AdvisorShares Investments LLC | 628,360 | $861K | 0.2% | +175.2% | 0.378% | |
8/1/2023 | Firethorn Wealth Partners LLC | 40,240 | $55K | 0.0% | -49.3% | 0.000% | |