5/22/2025 | WBI Investments LLC | 10,979 | $570K | 0.2% | +9.0% | 0.005% | |
5/20/2025 | Belpointe Asset Management LLC | 68,590 | $3.56M | 0.2% | +292.5% | 0.033% | |
5/20/2025 | Focus Partners Wealth | 100,912 | $5.24M | 0.0% | +4.8% | 0.048% | |
5/20/2025 | Flaharty Asset Management LLC | 21,914 | $1.14M | 0.2% | +3.4% | 0.010% | |
5/19/2025 | SCS Capital Management LLC | 72,608 | $3.77M | 0.0% | N/A | 0.035% | |
5/16/2025 | Continental Advisors LLC | 75,723 | $3.93M | 2.2% | -8.5% | 0.036% | |
5/16/2025 | Arete Wealth Advisors LLC | 9,811 | $510K | 0.0% | -16.6% | 0.005% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 9,659 | $502K | 0.0% | N/A | 0.005% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 16,819 | $874K | 0.0% | +36.7% | 0.008% | |
5/16/2025 | Jones Financial Companies Lllp | 144,614 | $7.53M | 0.0% | +37.6% | 0.069% | |
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5/16/2025 | Raab & Moskowitz Asset Management LLC | 18,060 | $938K | 0.2% | +2.2% | 0.009% | |
5/16/2025 | Punch & Associates Investment Management Inc. | 144,436 | $7.50M | 0.5% | -16.4% | 0.069% | |
5/16/2025 | NewEdge Advisors LLC | 422,755 | $21.96M | 0.1% | +4.1% | 0.201% | |
5/16/2025 | Hancock Whitney Corp | 63,951 | $3.32M | 0.1% | +7.4% | 0.030% | |
5/16/2025 | Clark Capital Management Group Inc. | 93,857 | $4.88M | 0.0% | +1.6% | 0.045% | |
5/16/2025 | Advisors Asset Management Inc. | 67,460 | $3.50M | 0.1% | +104.4% | 0.032% | |
5/16/2025 | Algorithmic Investment Models LLC | 31,330 | $1.63M | 1.2% | N/A | 0.015% | |
5/16/2025 | Aprio Wealth Management LLC | 160,846 | $8.35M | 1.0% | +142.8% | 0.077% | |
5/16/2025 | 1 North Wealth Services LLC | 80,950 | $4.21M | 1.9% | -14.6% | 0.039% | |
5/16/2025 | 5th Street Advisors LLC | 80,302 | $4.17M | 2.0% | N/A | 0.038% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 24,483 | $1.27M | 0.0% | N/A | 0.012% | |
5/15/2025 | EP Wealth Advisors LLC | 530,502 | $27.55M | 0.2% | +1.4% | 0.253% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 19,032 | $989K | 0.0% | +18.8% | 0.009% | |
5/15/2025 | Royal Bank of Canada | 1,803,093 | $93.65M | 0.0% | -0.6% | 0.859% | |
5/15/2025 | MAI Capital Management | 13,990 | $727K | 0.0% | +11.2% | 0.007% | |
5/15/2025 | Titleist Asset Management LLC | 39,797 | $2.07M | 0.2% | +6.6% | 0.019% | |
5/15/2025 | Baird Financial Group Inc. | 30,862 | $1.60M | 0.0% | +107.3% | 0.015% | |
5/15/2025 | Evergreen Capital Management LLC | 164,745 | $8.56M | 0.3% | +0.6% | 0.078% | |
5/14/2025 | Wealth Preservation Advisors LLC | 5,447 | $283K | 0.2% | N/A | 0.003% | |
5/14/2025 | Delta Investment Management LLC | 44,077 | $2.29M | 0.5% | -2.7% | 0.021% | |
5/14/2025 | CreativeOne Wealth LLC | 4,956 | $257K | 0.0% | +11.3% | 0.002% | |
5/14/2025 | Ieq Capital LLC | 18,806 | $977K | 0.0% | +86.8% | 0.009% | |
5/14/2025 | Gamco Investors INC. ET AL | 73,780 | $3.83M | 0.0% | +299.2% | 0.035% | |
5/14/2025 | Nicolet Bankshares Inc. | 135,426 | $7.03M | 1.4% | -3.1% | 0.065% | |
5/14/2025 | Samalin Investment Counsel LLC | 39,911 | $2.07M | 0.8% | -8.6% | 0.019% | |
5/14/2025 | WealthTrust Axiom LLC | 12,420 | $645K | 0.2% | +15.6% | 0.006% | |
5/14/2025 | Comerica Bank | 101,901 | $5.29M | 0.0% | +14.8% | 0.049% | |
5/14/2025 | Synovus Financial Corp | 35,750 | $1.86M | 0.0% | +7.0% | 0.017% | |
5/14/2025 | Oliver Luxxe Assets LLC | 4,500 | $234K | 0.0% | N/A | 0.002% | |
5/14/2025 | B&D White Capital Company LLC | 304,679 | $15.83M | 2.3% | +509.4% | 0.145% | |
A grave, grave error. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
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5/14/2025 | Cadence Bank | 5,191 | $270K | 0.0% | N/A | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 11,207 | $582K | 0.0% | -3.2% | 0.005% | |
5/14/2025 | Sax Wealth Advisors LLC | 7,239 | $376K | 0.0% | +42.8% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 152,418 | $7.92M | 0.0% | +19.5% | 0.073% | |
5/14/2025 | Compound Planning Inc. | 48,528 | $2.52M | 0.1% | +172.2% | 0.023% | |
5/14/2025 | Ameriprise Financial Inc. | 1,372,051 | $71.28M | 0.0% | +0.2% | 0.654% | |
5/14/2025 | CW Advisors LLC | 90,722 | $4.71M | 0.1% | +3.1% | 0.043% | |
5/14/2025 | Summit Financial LLC | 16,627 | $864K | 0.0% | +1.6% | 0.008% | |
5/14/2025 | New Harbor Financial Group LLC | 465,660 | $24.19M | 6.4% | +89.2% | 0.222% | |
5/14/2025 | Venture Visionary Partners LLC | 19,545 | $1.02M | 0.0% | +48.4% | 0.009% | |
5/14/2025 | RWA Wealth Partners LLC | 18,311 | $951K | 0.0% | -20.4% | 0.009% | |
5/13/2025 | Muhlenkamp & Co. Inc. | 176,704 | $9.18M | 3.0% | +0.9% | 0.084% | |
5/13/2025 | Allen Wealth Management LLC | 316,648 | $16.45M | 11.3% | -2.5% | 0.151% | |
5/13/2025 | Elequin Capital LP | 6,520 | $339K | 0.0% | +33.6% | 0.003% | |
5/13/2025 | Keystone Global Partners LLC | 6,476 | $336K | 0.2% | N/A | 0.003% | |
5/13/2025 | Freestone Capital Holdings LLC | 58,484 | $3.04M | 0.1% | +3.2% | 0.028% | |
5/13/2025 | Cascade Financial Partners LLC | 52,021 | $2.70M | 0.3% | -2.5% | 0.025% | |
5/13/2025 | Ethos Financial Group LLC | 11,318 | $565K | 0.1% | +88.6% | 0.005% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 148,780 | $7.73M | 0.1% | +25.4% | 0.072% | |
5/13/2025 | Tyler Stone Wealth Management | 22,148 | $1.15M | 0.2% | +1.6% | 0.011% | |
5/13/2025 | Raymond James Financial Inc. | 2,563,333 | $133.14M | 0.1% | +18.6% | 1.233% | |
5/13/2025 | DDFG Inc | 17,554 | $912K | 0.3% | +34.0% | 0.008% | |
5/13/2025 | Philadelphia Trust Co. | 39,946 | $2.08M | 0.2% | -6.1% | 0.019% | |
5/13/2025 | Cowa LLC | 90,964 | $4.73M | 2.0% | -5.2% | 0.044% | |
5/13/2025 | Cresset Asset Management LLC | 9,142 | $475K | 0.0% | -35.7% | 0.004% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 15,747 | $818K | 0.1% | -24.7% | 0.008% | |
5/13/2025 | Howard Wealth Management LLC | 14,369 | $746K | 0.4% | +29.5% | 0.007% | |
5/13/2025 | Trivium Point Advisory LLC | 117,656 | $6.11M | 0.8% | +14.7% | 0.057% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 125,924 | $6.54M | 0.0% | N/A | 0.061% | |
5/13/2025 | Holderness Investments Co. | 11,796 | $613K | 0.1% | +57.4% | 0.006% | |
5/13/2025 | Heck Capital Advisors LLC | 4,589 | $238K | 0.0% | +87.7% | 0.002% | |
5/13/2025 | NFP Retirement Inc. | 16,383 | $851K | 0.1% | -3.2% | 0.008% | |
5/13/2025 | Russell Investments Group Ltd. | 1,867 | $97K | 0.0% | +122.8% | 0.001% | |
5/13/2025 | HighTower Advisors LLC | 881,398 | $45.78M | 0.1% | -6.5% | 0.424% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 34,223 | $1.79M | 0.1% | -31.2% | 0.016% | |
5/12/2025 | Independent Advisor Alliance | 11,965 | $621K | 0.0% | -90.6% | 0.006% | |
5/12/2025 | First American Trust FSB | 407,144 | $21.15M | 1.9% | +3.5% | 0.196% | |
5/12/2025 | SouthState Corp | 4,510 | $234K | 0.0% | N/A | 0.002% | |
5/12/2025 | Aveo Capital Partners LLC | 8,558 | $410K | 0.1% | -22.1% | 0.004% | |
5/12/2025 | Virtu Financial LLC | 7,302 | $379K | 0.0% | N/A | 0.004% | |
5/12/2025 | Invesco Ltd. | 38,627 | $2.01M | 0.0% | -3.2% | 0.019% | |
5/12/2025 | Pandora Wealth Inc. | 5,500 | $286K | 0.2% | N/A | 0.003% | |
5/12/2025 | Benjamin Edwards Inc. | 23,508 | $1.22M | 0.0% | +163.8% | 0.011% | |
5/12/2025 | Zions Bancorporation National Association UT | 2,000 | $104K | 0.0% | N/A | 0.001% | |
5/12/2025 | Townsquare Capital LLC | 80,220 | $4.17M | 0.0% | +1,378.7% | 0.039% | |
5/12/2025 | Citigroup Inc. | 134,959 | $7.01M | 0.0% | +19.8% | 0.065% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 15,424 | $801K | 0.2% | +2.7% | 0.007% | |
5/12/2025 | AlphaCore Capital LLC | 89,273 | $4.64M | 0.4% | N/A | 0.043% | |
5/12/2025 | Bard Associates Inc. | 11,024 | $573K | 0.2% | +8.8% | 0.005% | |
5/9/2025 | Headlands Technologies LLC | 596 | $31K | 0.0% | N/A | 0.000% | |
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. |
5/9/2025 | Chicago Partners Investment Group LLC | 68,669 | $3.29M | 0.1% | +10.8% | 0.033% | |
5/9/2025 | Elgethun Capital Management | 173,982 | $9.04M | 2.0% | +1.3% | 0.084% | |
5/9/2025 | Strategy Asset Managers LLC | 25,114 | $1.30M | 0.3% | +3.0% | 0.012% | |
5/9/2025 | Ball & Co Wealth Management Inc. | 294,595 | $15.30M | 16.4% | +1.8% | 0.142% | |
5/9/2025 | AXS Investments LLC | 29,314 | $1.52M | 0.4% | -6.7% | 0.014% | |
5/9/2025 | MGB Wealth Management LLC | 76,598 | $3.98M | 1.4% | +29.5% | 0.037% | |
5/9/2025 | Endowment Wealth Management Inc. | 13,745 | $714K | 0.5% | -12.3% | 0.007% | |
5/9/2025 | Wealthspire Advisors LLC | 49,866 | $2.59M | 0.0% | -37.5% | 0.024% | |
5/9/2025 | Atria Wealth Solutions Inc. | 60,110 | $3.12M | 0.0% | +56.8% | 0.029% | |
5/9/2025 | Cary Street Partners Financial LLC | 119,814 | $6.22M | 0.2% | +1.8% | 0.058% | |