5/21/2025 | Acadian Asset Management LLC | 13,663 | $74K | 0.0% | +89.6% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 51,966 | $286K | 0.0% | +129.0% | 0.000% | |
5/16/2025 | Ascent Group LLC | 27,516 | $152K | 0.0% | N/A | 0.000% | |
5/16/2025 | Redwood Investments LLC | 21,593 | $119K | 0.0% | N/A | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 14,508,417 | $79.94M | 0.0% | +0.4% | 0.115% | |
5/16/2025 | Millennium Management LLC | 689,178 | $3.80M | 0.0% | -57.5% | 0.005% | |
5/16/2025 | Hancock Whitney Corp | 31,472 | $173K | 0.0% | +24.5% | 0.000% | |
5/16/2025 | AQR Capital Management LLC | 392,998 | $2.17M | 0.0% | +29.3% | 0.003% | |
5/16/2025 | Aprio Wealth Management LLC | 39,503 | $218K | 0.0% | +49.2% | 0.000% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 30,224 | $167K | 0.0% | +130.5% | 0.000% | |
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5/15/2025 | Flputnam Investment Management Co. | 20,786 | $115K | 0.0% | -14.4% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 847,549 | $4.67M | 0.0% | -4.3% | 0.007% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 37,769 | $208K | 0.0% | +8.3% | 0.000% | |
5/15/2025 | OLD Mission Capital LLC | 16,666 | $92K | 0.0% | -85.7% | 0.000% | |
5/15/2025 | Vident Advisory LLC | 149,552 | $824K | 0.0% | +10.8% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 116,714 | $643K | 0.0% | +8.9% | 0.001% | |
5/14/2025 | Freedom Investment Management Inc. | 102,215 | $563K | 0.0% | N/A | 0.001% | |
5/14/2025 | ICONIQ Capital LLC | 99,460 | $548K | 0.0% | +15.8% | 0.001% | |
5/14/2025 | Smartleaf Asset Management LLC | 97,831 | $556K | 0.1% | -4.5% | 0.001% | |
5/14/2025 | Compound Planning Inc. | 149,180 | $822K | 0.0% | +14.1% | 0.001% | |
5/14/2025 | Legacy Financial Advisors Inc. | 16,421 | $90K | 0.0% | +19.9% | 0.000% | |
5/14/2025 | Hsbc Holdings PLC | 21,206 | $117K | 0.0% | N/A | 0.000% | |
5/14/2025 | Quantbot Technologies LP | 7,674 | $42K | 0.0% | N/A | 0.000% | |
5/13/2025 | Northern Trust Corp | 9,954,056 | $54.85M | 0.0% | +2.2% | 0.079% | |
5/13/2025 | Brooklyn Investment Group | 5,499 | $30K | 0.0% | +166.3% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,037,056 | $5.71M | 0.0% | -14.8% | 0.008% | |
5/13/2025 | American Century Companies Inc. | 2,845,350 | $15.68M | 0.0% | +3.5% | 0.023% | |
5/13/2025 | Ethic Inc. | 324,980 | $1.77M | 0.0% | -2.3% | 0.003% | |
5/13/2025 | Russell Investments Group Ltd. | 130,246 | $718K | 0.0% | +40.4% | 0.001% | |
5/13/2025 | Callan Family Office LLC | 146,743 | $809K | 0.1% | -18.6% | 0.001% | |
5/13/2025 | HighTower Advisors LLC | 338,814 | $1.87M | 0.0% | +2.0% | 0.003% | |
5/12/2025 | Atlas Capital Advisors Inc. | 25,927 | $143K | 0.0% | N/A | 0.000% | |
5/12/2025 | Zions Bancorporation National Association UT | 456,194 | $2.51M | 0.2% | N/A | 0.004% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 1,121,350 | $6.18M | 0.0% | +17.8% | 0.009% | |
5/9/2025 | Allianz SE | 590,000 | $3.25M | 0.1% | N/A | 0.005% | |
5/8/2025 | US Bancorp DE | 778,316 | $4.29M | 0.0% | +8.7% | 0.006% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 18,068 | $100K | 0.0% | -19.1% | 0.000% | |
5/8/2025 | Natixis Advisors LLC | 3,363,192 | $18.53M | 0.0% | -2.0% | 0.027% | |
5/7/2025 | Baldwin Investment Management LLC | 28,800 | $159K | 0.0% | N/A | 0.000% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 35,757 | $197K | 0.0% | -20.9% | 0.000% | |
Now I look stupid. Real stupid... (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
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5/7/2025 | HB Wealth Management LLC | 33,947 | $187K | 0.0% | +58.3% | 0.000% | |
5/6/2025 | Assetmark Inc. | 51,843 | $286K | 0.0% | +244.3% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 102,037 | $562K | 0.0% | +3.4% | 0.001% | |
5/6/2025 | Abel Hall LLC | 31,240 | $172K | 0.1% | +47.7% | 0.000% | |
5/6/2025 | Choreo LLC | 101,081 | $557K | 0.0% | +2.8% | 0.001% | |
5/5/2025 | Gallacher Capital Management LLC | 79,038 | $436K | 0.2% | -8.0% | 0.001% | |
5/5/2025 | Private Advisor Group LLC | 50,905 | $280K | 0.0% | -11.6% | 0.000% | |
5/2/2025 | Verdence Capital Advisors LLC | 252,068 | $1.39M | 0.1% | +5.4% | 0.002% | |
5/2/2025 | Bridgewater Advisors Inc. | 39,315 | $201K | 0.0% | -7.9% | 0.000% | |
5/2/2025 | West Family Investments Inc. | 53,876 | $297K | 0.1% | -38.2% | 0.000% | |
5/2/2025 | Signaturefd LLC | 250,979 | $1.38M | 0.0% | +4.9% | 0.002% | |
5/1/2025 | Prudent Man Advisors LLC | 20,403 | $112K | 0.0% | N/A | 0.000% | |
5/1/2025 | Schechter Investment Advisors LLC | 188,056 | $1.04M | 0.1% | -6.5% | 0.001% | |
5/1/2025 | Kathmere Capital Management LLC | 21,135 | $116K | 0.0% | +51.3% | 0.000% | |
5/1/2025 | Ballentine Partners LLC | 132,485 | $730K | 0.0% | +15.3% | 0.001% | |
5/1/2025 | Riversedge Advisors LLC | 18,247 | $101K | 0.0% | +21.0% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 1,073,626 | $5.92M | 0.0% | +89.9% | 0.009% | |
4/30/2025 | Allworth Financial LP | 6,611 | $36K | 0.0% | +81.8% | 0.000% | |
4/30/2025 | Greenleaf Trust | 60,960 | $336K | 0.0% | +5.3% | 0.000% | |
4/30/2025 | Valeo Financial Advisors LLC | 43,172 | $238K | 0.0% | +23.6% | 0.000% | |
4/30/2025 | M&T Bank Corp | 372,689 | $2.05M | 0.0% | +1.1% | 0.003% | |
4/29/2025 | Callan Capital LLC | 214,117 | $1.18M | 0.1% | +13.1% | 0.002% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,602,728 | $8.83M | 0.0% | +3.9% | 0.013% | |
4/29/2025 | Bank of New York Mellon Corp | 851,098 | $4.69M | 0.0% | +2.4% | 0.007% | |
4/29/2025 | OneDigital Investment Advisors LLC | 85,904 | $473K | 0.0% | -3.4% | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 61,989 | $342K | 0.0% | +5.7% | 0.000% | |
4/28/2025 | Aaron Wealth Advisors LLC | 106,798 | $588K | 0.1% | +4.0% | 0.001% | |
4/25/2025 | Augustine Asset Management Inc. | 830,429 | $4.58M | 1.3% | -1.4% | 0.007% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 101,716 | $550K | 0.0% | +3.0% | 0.001% | |
4/24/2025 | PDS Planning Inc | 70,381 | $388K | 0.0% | +8.7% | 0.001% | |
4/23/2025 | Sequoia Financial Advisors LLC | 109,517 | $603K | 0.0% | +5.6% | 0.001% | |
4/23/2025 | GHP Investment Advisors Inc. | 17,008 | $94K | 0.0% | N/A | 0.000% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 13,343 | $74K | 0.0% | -79.6% | 0.000% | |
4/17/2025 | QRG Capital Management Inc. | 253,249 | $1.40M | 0.0% | -24.8% | 0.002% | |
4/17/2025 | Sagespring Wealth Partners LLC | 20,131 | $111K | 0.0% | N/A | 0.000% | |
4/17/2025 | BayBridge Capital Group LLC | 45,373 | $250K | 0.2% | N/A | 0.000% | |
4/17/2025 | CogentBlue Wealth Advisors LLC | 15,221 | $84K | 0.1% | +48.5% | 0.000% | |
4/17/2025 | Ritholtz Wealth Management | 118,826 | $655K | 0.0% | -7.5% | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 84,346 | $465K | 0.0% | -10.8% | 0.001% | |
4/15/2025 | GAMMA Investing LLC | 67,561 | $372K | 0.0% | +14.4% | 0.001% | |
4/14/2025 | Yousif Capital Management LLC | 148,754 | $820K | 0.0% | -24.0% | 0.001% | |
4/14/2025 | Bruce G. Allen Investments LLC | 9,243 | $51K | 0.0% | -18.7% | 0.000% | |
4/14/2025 | International Private Wealth Advisors LLC | 10,042 | $55K | 0.1% | N/A | 0.000% | |
4/14/2025 | Sivia Capital Partners LLC | 59,715 | $329K | 0.2% | +16.0% | 0.000% | |
4/11/2025 | Vanguard Capital Wealth Advisors | 145,870 | $804K | 1.0% | -7.1% | 0.001% | |
4/11/2025 | Eagle Rock Investment Company LLC | 15,618 | $86K | 0.0% | N/A | 0.000% | |
4/11/2025 | Magnus Financial Group LLC | 18,540 | $102K | 0.0% | N/A | 0.000% | |
4/11/2025 | Foster Group Inc. | 12,575 | $69K | 0.0% | N/A | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 38,476 | $212K | 0.0% | +6.7% | 0.000% | |
4/9/2025 | Legacy Wealth Asset Management LLC | 137,984 | $760K | 0.2% | N/A | 0.001% | |
I was wrong. Dead wrong. (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. |
4/8/2025 | Rhumbline Advisers | 288,330 | $1.59M | 0.0% | -12.8% | 0.002% | |
4/7/2025 | GAMMA Investing LLC | 372,261 | $2.05M | 0.0% | +530.2% | 0.003% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 34,890 | $171K | 0.0% | +6.7% | 0.000% | |
2/20/2025 | Forum Financial Management LP | 364,094 | $1.78M | 0.0% | +33.3% | 0.003% | |
2/18/2025 | BIP Alliance LLC | 10,405 | $51K | 0.0% | N/A | 0.000% | |
2/18/2025 | Vise Technologies Inc. | 150,993 | $738K | 0.1% | +139.2% | 0.001% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 13,111 | $64K | 0.0% | N/A | 0.000% | |
2/18/2025 | Vanguard Capital Wealth Advisors | 157,004 | $768K | 0.8% | +129.5% | 0.001% | |
2/17/2025 | Voloridge Investment Management LLC | 54,675 | $267K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 17,712 | $87K | 0.0% | N/A | 0.000% | |