4/24/2024 | Spire Wealth Management | 39,156 | $353K | 0.0% | -41.9% | 0.003% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 70,938 | $639K | 0.2% | -21.9% | 0.005% | |
4/19/2024 | First Trust Direct Indexing L.P. | 18,147 | $164K | 0.0% | -70.6% | 0.001% | |
4/19/2024 | Norden Group LLC | 72,594 | $654K | 0.0% | N/A | 0.005% | |
4/19/2024 | JTC Employer Solutions Trustee Ltd | 401,972 | $3.56M | 0.2% | -19.9% | 0.028% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 7,577,635 | $68.27M | 0.1% | +1.3% | 0.523% | |
|
4/18/2024 | Claro Advisors LLC | 30,842 | $278K | 0.0% | +6.9% | 0.002% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 11,320 | $102K | 0.0% | N/A | 0.001% | |
4/15/2024 | Atlas Capital Advisors LLC | 8,059 | $73K | 0.0% | -12.8% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 21,127 | $190K | 0.0% | +6.9% | 0.001% | |
4/11/2024 | Asset Allocation & Management Company LLC | 74,014 | $667K | 0.4% | -38.6% | 0.005% | |
4/11/2024 | Shilanski & Associates Inc. | 37,073 | $334K | 0.1% | -5.5% | 0.003% | |
4/10/2024 | Aprio Wealth Management LLC | 17,558 | $158K | 0.0% | +8.9% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 30,828 | $278K | 0.0% | +24.4% | 0.002% | |
4/10/2024 | Perpetual Ltd | 10,711,789 | $96.51M | 0.9% | -5.2% | 0.739% | |
4/5/2024 | NBC Securities Inc. | 22,990 | $217K | 0.0% | -20.9% | 0.002% | |
4/5/2024 | CWM LLC | 3,514 | $32K | 0.0% | +75.0% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 13,124 | $102K | 0.0% | +54.4% | 0.001% | |
3/21/2024 | Healthcare of Ontario Pension Plan Trust Fund | 959,000 | $7.43M | 0.0% | +75.1% | 0.066% | |
3/5/2024 | Fisher Asset Management LLC | 10,923 | $85K | 0.0% | +3,180.2% | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 444,262 | $3.44M | 0.0% | +76.4% | 0.031% | |
3/1/2024 | Goldman Sachs Group Inc. | 2,828,391 | $21.92M | 0.0% | +5.1% | 0.195% | |
2/22/2024 | Dodge & Cox | 610,200 | $4.73M | 0.0% | +22.9% | 0.042% | |
2/14/2024 | Schroder Investment Management Group | 9,840,263 | $76.26M | 0.1% | +17.6% | 0.679% | |
2/14/2024 | AdvisorShares Investments LLC | 95,118 | $737K | 0.2% | N/A | 0.007% | |
2/13/2024 | 1832 Asset Management L.P. | 19,730 | $153K | 0.0% | +23.1% | 0.001% | |
2/13/2024 | Tower Research Capital LLC TRC | 9,068 | $70K | 0.0% | -62.4% | 0.001% | |
2/13/2024 | Capital International Investors | 28,003,151 | $217.02M | 0.0% | +0.5% | 1.933% | |
2/13/2024 | Prudent Man Advisors LLC | 11,131 | $86K | 0.0% | N/A | 0.001% | |
2/13/2024 | Dorsey Wright & Associates | 399,433 | $3.10M | 0.9% | -6.8% | 0.028% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 94,453 | $732K | 0.1% | +291.8% | 0.007% | |
2/12/2024 | Eagle Asset Management Inc. | 59,432 | $461K | 0.0% | -3.5% | 0.004% | |
2/12/2024 | Qtron Investments LLC | 110,599 | $857K | 0.1% | -16.5% | 0.008% | |
2/12/2024 | Letko Brosseau & Associates Inc. | 3,761,746 | $29.15M | 0.5% | 0.0% | 0.260% | |
2/12/2024 | Axiom Investors LLC DE | 6,660,570 | $51.62M | 0.5% | +10.2% | 0.460% | |
2/12/2024 | Holistic Financial Partners | 14,783 | $115K | 0.1% | +17.7% | 0.001% | |
2/12/2024 | Allianz Asset Management GmbH | 682,877 | $5.29M | 0.0% | +5.0% | 0.047% | |
2/12/2024 | IPG Investment Advisors LLC | 1,871,501 | $14.50M | 2.9% | -9.2% | 0.129% | |
2/12/2024 | Parallel Advisors LLC | 14,006 | $109K | 0.0% | +11.5% | 0.001% | |
2/12/2024 | Chesapeake Capital Corp IL | 47,453 | $368K | 0.3% | N/A | 0.003% | |
The Hard Truth About Investing For Retirement (Ad) Here’s the cold, hard truth about investing:
The more capital you have, the more risk averse you can afford to be.
But when you’re staring down the barrel of retirement and you’ve only got 5, 10, 50 or $100,000 saved, you’ve got to be more aggressive.
In an exclusive online training, the Market expert Steven Place is revealing a powerful “roadmap” that’s leading everyday investors to easy, triple-digit wins, even if they don’t have a lot of experience in trading. Click To Access This Powerful Training Right Now! |
2/9/2024 | Team Hewins LLC | 47,178 | $366K | 0.1% | N/A | 0.003% | |
2/9/2024 | Brandes Investment Partners LP | 17,904,843 | $138.76M | 2.1% | -4.9% | 1.236% | |
2/9/2024 | Dynamic Technology Lab Private Ltd | 129,495 | $1.00M | 0.1% | +197.2% | 0.009% | |
2/8/2024 | Robeco Institutional Asset Management B.V. | 4,575,877 | $35.46M | 0.2% | -47.8% | 0.316% | |
2/8/2024 | Navellier & Associates Inc. | 212,431 | $1.65M | 0.2% | +6.1% | 0.015% | |
2/8/2024 | Panagora Asset Management Inc. | 243,005 | $1.88M | 0.0% | +52.9% | 0.017% | |
2/8/2024 | Quadrant Capital Group LLC | 33,005 | $256K | 0.0% | +19.5% | 0.002% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 27,546 | $213K | 0.0% | +32.0% | 0.002% | |
2/8/2024 | D Orazio & Associates Inc. | 13,529 | $105K | 0.0% | +20.7% | 0.001% | |
2/8/2024 | Nicholas Investment Partners LP | 92,659 | $718K | 0.1% | +19.1% | 0.006% | |
2/7/2024 | Boston Partners | 712,605 | $5.52M | 0.0% | N/A | 0.049% | |
2/7/2024 | Principal Financial Group Inc. | 20,833,868 | $161.46M | 0.1% | +7.9% | 1.438% | |
2/7/2024 | Dimensional Fund Advisors LP | 10,495,233 | $81.35M | 0.0% | -1.7% | 0.724% | |
2/7/2024 | Jump Financial LLC | 687,948 | $5.33M | 0.2% | -48.3% | 0.047% | |
2/7/2024 | BNP Paribas Financial Markets | 1,029,329 | $7.98M | 0.0% | +9.5% | 0.071% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 2,964,057 | $22.97M | 0.0% | -8.2% | 0.205% | |
2/6/2024 | Private Advisor Group LLC | 29,335 | $227K | 0.0% | -5.7% | 0.002% | |
2/6/2024 | Spire Wealth Management | 67,406 | $503K | 0.0% | +3.9% | 0.005% | |
2/6/2024 | TCI Wealth Advisors Inc. | 11,118 | $86K | 0.0% | -50.0% | 0.001% | |
2/6/2024 | River Global Investors LLP | 684,250 | $5.30M | 1.0% | -17.5% | 0.047% | |
2/6/2024 | TCG Advisory Services LLC | 24,264 | $188K | 0.0% | N/A | 0.002% | |
2/6/2024 | ABS Direct Equity Fund LLC | 776,200 | $6.02M | 5.7% | N/A | 0.054% | |
2/6/2024 | Alterna Wealth Management Inc. | 102,850 | $797K | 1.0% | -4.8% | 0.007% | |
2/6/2024 | SouthState Corp | 12,206 | $95K | 0.0% | +3,387.4% | 0.001% | |
2/6/2024 | Natixis Advisors L.P. | 290,071 | $2.25M | 0.0% | -2.8% | 0.020% | |
2/6/2024 | Fisher Asset Management LLC | 10,923 | $85K | 0.0% | +3,180.2% | 0.001% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 1,452,995 | $11.26M | 0.7% | N/A | 0.100% | |
2/6/2024 | First Trust Direct Indexing L.P. | 61,708 | $478K | 0.0% | -22.9% | 0.004% | |
2/5/2024 | Thompson Davis & CO. Inc. | 25,200 | $195K | 0.2% | +14.5% | 0.002% | |
2/5/2024 | RWC Asset Management LLP | 3,573,990 | $27.70M | 1.7% | -2.0% | 0.247% | |
2/5/2024 | RWC Asset Advisors US LLC | 8,494,202 | $65.83M | 5.2% | -1.4% | 0.586% | |
2/5/2024 | Russell Investments Group Ltd. | 5,401,412 | $42.06M | 0.1% | -7.2% | 0.373% | |
2/2/2024 | Headlands Technologies LLC | 11,631 | $90K | 0.0% | +1,301.3% | 0.001% | |
2/2/2024 | State of New Jersey Common Pension Fund D | 177,558 | $1.38M | 0.0% | +2.0% | 0.012% | |
2/2/2024 | Channing Global Advisors LLC | 26,402 | $205K | 0.2% | -82.0% | 0.002% | |
2/2/2024 | Wynn Capital LLC | 24,000 | $186K | 0.2% | N/A | 0.002% | |
2/1/2024 | Moneda S.A. Administradora General de Fondos | 1,062,133 | $8.23M | 3.7% | N/A | 0.073% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 16,418 | $127K | 0.0% | -17.2% | 0.001% | |
1/30/2024 | Mackenzie Financial Corp | 871,730 | $6.76M | 0.0% | N/A | 0.060% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 33,120 | $257K | 0.1% | -4.2% | 0.002% | |
1/29/2024 | Triasima Portfolio Management inc. | 30,650 | $238K | 0.0% | -19.5% | 0.002% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 7,482,845 | $57.99M | 0.1% | -10.5% | 0.516% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 20,164 | $156K | 0.0% | -14.0% | 0.001% | |
1/24/2024 | GFS Advisors LLC | 203,691 | $1.58M | 0.2% | +15.6% | 0.014% | |
1/24/2024 | International Assets Investment Management LLC | 447,766 | $34.70M | 0.0% | +675.0% | 0.031% | |
1/23/2024 | Ballentine Partners LLC | 19,769 | $153K | 0.0% | +10.3% | 0.001% | |
1/18/2024 | Blue Trust Inc. | 5,232 | $41K | 0.0% | +65.0% | 0.000% | |
1/18/2024 | Ritholtz Wealth Management | 197,003 | $1.53M | 0.1% | +7.3% | 0.014% | |
1/17/2024 | Schechter Investment Advisors LLC | 100,210 | $777K | 0.1% | -16.2% | 0.007% | |
1/17/2024 | Aprio Wealth Management LLC | 16,127 | $125K | 0.0% | N/A | 0.001% | |
Did You Get Your Free Bitcoin Yet? (Ad) And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously.
Right now is a very important time to pay attention to what we are doing and what is happening.
If you wait... it will be too late.
This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin. >> Register right here |
1/16/2024 | Raymond James & Associates | 68,017 | $527K | 0.0% | +34.9% | 0.005% | |
1/11/2024 | AEGON ASSET MANAGEMENT UK Plc | 287,377 | $2.23M | 0.0% | N/A | 0.020% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 90,834 | $704K | 0.2% | -4.1% | 0.006% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 3,300 | $26K | 0.0% | N/A | 0.000% | |
1/10/2024 | Dfpg Investments LLC | 89,640 | $665K | 0.1% | +6.3% | 0.006% | |
12/18/2023 | Vanguard Group Inc. | 3,449,289 | $22.42M | 0.0% | +4.3% | 0.238% | |
12/6/2023 | Citigroup Inc. | 122,817 | $798K | 0.0% | +41.2% | 0.008% | |
12/1/2023 | Wellington Management Group LLP | 251,863 | $1.64M | 0.0% | N/A | 0.017% | |
11/30/2023 | American Century Companies Inc. | 9,744,804 | $63.34M | 0.0% | +3.4% | 0.673% | |
11/24/2023 | Deutsche Bank AG | 1,690,383 | $10.99M | 0.0% | -32.5% | 0.117% | |