7/3/2025 | Arvest Investments Inc. | 4,871 | $1.42M | 0.2% | -1.8% | 0.001% | |
7/3/2025 | TrueWealth Advisors LLC | 1,254 | $366K | 0.1% | -3.6% | 0.000% | |
7/3/2025 | Garde Capital Inc. | 3,212 | $939K | 0.0% | +3.5% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 1,517 | $447K | 0.1% | -4.7% | 0.000% | |
7/3/2025 | Fiduciary Financial Group LLC | 5,245 | $1.56M | 0.3% | +1.4% | 0.001% | |
7/2/2025 | Norway Savings Bank | 4,062 | $1.19M | 0.6% | -2.9% | 0.001% | |
7/2/2025 | InvesTrust | 13,924 | $4.07M | 1.6% | -49.7% | 0.002% | |
7/2/2025 | HBW Advisory Services LLC | 11,758 | $3.44M | 0.4% | -3.5% | 0.002% | |
7/2/2025 | Crumly & Associates Inc. | 1,014 | $296K | 0.1% | +11.6% | 0.000% | |
7/2/2025 | Doliver Advisors LP | 4,380 | $1.28M | 0.4% | -8.3% | 0.001% | |
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7/2/2025 | First Financial Bank Trust Division | 11,170 | $3.26M | 0.3% | -2.2% | 0.002% | |
7/2/2025 | Jacobs & Co. CA | 42,787 | $12.50M | 1.2% | +0.8% | 0.006% | |
7/2/2025 | LVM Capital Management Ltd. MI | 3,232 | $944K | 0.1% | -2.5% | 0.000% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 24,110 | $7.04M | 0.5% | -3.2% | 0.003% | |
7/2/2025 | Central Pacific Bank Trust Division | 2,898 | $847K | 0.1% | +12.5% | 0.000% | |
7/1/2025 | Confluence Investment Management LLC | 78,202 | $22.85M | 0.3% | -2.5% | 0.011% | |
7/1/2025 | Park National Corp OH | 133,134 | $38.90M | 1.3% | +6.6% | 0.019% | |
7/1/2025 | Harbor Investment Advisory LLC | 4,110 | $1.20M | 0.1% | -1.4% | 0.001% | |
7/1/2025 | Kera Capital Partners Inc. | 3,474 | $1.02M | 0.2% | N/A | 0.000% | |
7/1/2025 | Private Client Services LLC | 1,100 | $321K | 0.1% | -3.4% | 0.000% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 38,610 | $11.28M | 2.3% | -0.3% | 0.005% | |
7/1/2025 | Cullen Investment Group LTD. | 1,995 | $583K | 0.1% | -14.7% | 0.000% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 26,412 | $8.29M | 0.5% | N/A | 0.004% | |
6/23/2025 | Swedbank AB | 1,090,261 | $340.57M | 0.5% | -1.5% | 0.152% | |
6/18/2025 | Voya Investment Management LLC | 710,161 | $221.83M | 0.2% | +16.1% | 0.099% | |
6/17/2025 | Howe & Rusling Inc. | 36,084 | $11.27M | 0.9% | +6.1% | 0.005% | |
6/16/2025 | Maple Capital Management Inc. | 3,532 | $1.10M | 0.1% | +117.8% | 0.000% | |
6/9/2025 | 1248 Management LLC | 122 | $38K | 0.0% | N/A | 0.000% | |
6/6/2025 | First Long Island Investors LLC | 51,900 | $16.21M | 1.3% | -2.3% | 0.007% | |
6/6/2025 | eCIO Inc. | 343 | $107K | 0.0% | N/A | 0.000% | |
6/6/2025 | Bontempo Ohly Capital Mgmt LLC | 8,757 | $2.74M | 1.3% | N/A | 0.001% | |
6/4/2025 | First Hawaiian Bank | 5,911 | $1.85M | 0.1% | -47.2% | 0.001% | |
6/4/2025 | Harold Davidson & Associates Inc. | 8,568 | $2.68M | 1.5% | -3.6% | 0.001% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 361 | $113K | 0.0% | -17.0% | 0.000% | |
6/3/2025 | Invst LLC | 1,008 | $315K | 0.0% | -30.7% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 6,627 | $2.07M | 0.2% | -0.7% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 10,220 | $3.19M | 0.1% | +0.8% | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 82 | $26K | 0.0% | N/A | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 1,285 | $402K | 0.1% | -3.7% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 173,782 | $53.48M | 0.0% | +24.6% | 0.024% | |
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. |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 35,552 | $11.11M | 4.2% | -1.0% | 0.005% | |
5/28/2025 | Anderson Financial Strategies LLC | 1,254 | $392K | 0.2% | +11.1% | 0.000% | |
5/28/2025 | Strs Ohio | 213,222 | $66.60M | 0.3% | N/A | 0.030% | |
5/28/2025 | Wealth Management Associates Inc. | 3,639 | $1.14M | 0.5% | -1.8% | 0.001% | |
5/28/2025 | Intrua Financial LLC | 3,264 | $1.02M | 0.1% | -8.1% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 14,796 | $4.62M | 0.3% | +0.3% | 0.002% | |
5/27/2025 | Advisors Capital Management LLC | 184,760 | $57.71M | 0.9% | +3.4% | 0.026% | |
5/27/2025 | Iron Gate Global Advisors LLC | 3,471 | $1.08M | 0.1% | -41.1% | 0.000% | |
5/23/2025 | Twin Lakes Capital Management LLC | 409 | $128K | 0.1% | -19.5% | 0.000% | |
5/22/2025 | Rollins Financial Advisors LLC | 2,713 | $847K | 0.1% | -1.4% | 0.000% | |
5/22/2025 | Mattson Financial Services LLC | 11,115 | $3.47M | 1.0% | -0.5% | 0.002% | |
5/22/2025 | BOS Asset Management LLC | 1,839 | $574K | 0.2% | +8.9% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 3,855 | $1.20M | 0.4% | -4.6% | 0.001% | |
5/21/2025 | MBL Wealth LLC | 1,918 | $599K | 0.1% | +70.9% | 0.000% | |
5/21/2025 | McAdam LLC | 2,319 | $724K | 0.0% | +7.1% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 13,206 | $4.13M | 0.1% | +5.0% | 0.002% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 28,895 | $9.03M | 1.7% | -4.8% | 0.004% | |
5/21/2025 | IFM Investors Pty Ltd | 130,072 | $40.63M | 0.4% | -1.8% | 0.018% | |
5/20/2025 | Acorns Advisers LLC | 1,219 | $381K | 0.0% | +14.4% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 6,991 | $2.18M | 0.4% | -5.6% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 13,925 | $4.35M | 0.2% | -1.8% | 0.002% | |
5/20/2025 | Intech Investment Management LLC | 27,818 | $8.69M | 0.1% | +11.3% | 0.004% | |
5/20/2025 | Focus Partners Wealth | 441,983 | $138.06M | 0.3% | +6.4% | 0.062% | |
5/20/2025 | Integrity Alliance LLC. | 18,926 | $5.91M | 0.2% | +585.2% | 0.003% | |
5/20/2025 | Ransom Advisory Ltd | 11,154 | $3.48M | 1.7% | N/A | 0.002% | |
5/20/2025 | Anchor Investment Management LLC | 14,940 | $4.67M | 0.4% | +0.8% | 0.002% | |
5/20/2025 | Glenview Trust co | 126,778 | $39.60M | 0.8% | -0.2% | 0.018% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 134,397 | $41.98M | 0.4% | -7.2% | 0.019% | |
5/20/2025 | Plato Investment Management Ltd | 17,600 | $5.56M | 0.5% | +0.5% | 0.002% | |
5/19/2025 | SageView Advisory Group LLC | 16,850 | $5.26M | 0.2% | +7.2% | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 4,763 | $1.49M | 0.1% | +14.9% | 0.001% | |
5/19/2025 | Alaethes Wealth LLC | 1,219 | $381K | 0.1% | +3.0% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 8,274 | $2.59M | 0.0% | N/A | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 5,142,473 | $1.61B | 0.4% | +2.5% | 0.719% | |
5/19/2025 | DCM Advisors LLC | 11,074 | $3.44M | 1.8% | -0.5% | 0.002% | |
5/19/2025 | Optimize Financial Inc | 2,273 | $710K | 0.3% | +24.8% | 0.000% | |
5/16/2025 | Woodline Partners LP | 101,757 | $31.79M | 0.2% | +10.7% | 0.014% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 314,013 | $98.09M | 0.8% | N/A | 0.044% | |
5/16/2025 | Prostatis Group LLC | 4,543 | $1.42M | 0.4% | -11.8% | 0.001% | |
5/16/2025 | American Trust | 2,333 | $729K | 0.2% | -73.2% | 0.000% | |
5/16/2025 | McIlrath & Eck LLC | 1,335 | $417K | 0.1% | +39.5% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 60,410 | $18.87M | 0.3% | +8.6% | 0.008% | |
5/16/2025 | Logan Capital Management Inc. | 34,534 | $10.79M | 0.5% | -4.0% | 0.005% | |
5/16/2025 | HFM Investment Advisors LLC | 83 | $26K | 0.0% | N/A | 0.000% | |
5/16/2025 | Peloton Wealth Strategists | 5,335 | $1.67M | 0.7% | -1.4% | 0.001% | |
5/16/2025 | Faithward Advisors LLC | 3,229 | $1.01M | 0.2% | -11.0% | 0.000% | |
5/16/2025 | MBB Public Markets I LLC | 1,049 | $328K | 0.0% | N/A | 0.000% | |
5/16/2025 | Vancity Investment Management Ltd | 717 | $224K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 17,524 | $5.47M | 0.2% | +10.7% | 0.002% | |
5/16/2025 | Meiji Yasuda Life Insurance Co | 3,518 | $1.10M | 0.0% | +16.1% | 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. |
5/16/2025 | RNC Capital Management LLC | 3,471 | $1.08M | 0.1% | +1.8% | 0.000% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 27,015 | $8.44M | 0.3% | -44.2% | 0.004% | |
5/16/2025 | Arete Wealth Advisors LLC | 35,295 | $11.03M | 0.8% | +0.7% | 0.005% | |
5/16/2025 | Great Lakes Advisors LLC | 11,599 | $3.62M | 0.0% | -65.3% | 0.002% | |
5/16/2025 | Caxton Associates LLP | 1,177 | $368K | 0.0% | N/A | 0.000% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 3,191 | $997K | 0.0% | -1.4% | 0.000% | |
5/16/2025 | Hamilton Capital LLC | 3,145 | $982K | 0.1% | +35.2% | 0.000% | |
5/16/2025 | Sciencast Management LP | 11,394 | $3.56M | 0.8% | N/A | 0.002% | |
5/16/2025 | Voleon Capital Management LP | 644 | $201K | 0.0% | -93.3% | 0.000% | |
5/16/2025 | Fred Alger Management LLC | 39,688 | $12.40M | 0.1% | +116.8% | 0.006% | |