4/25/2024 | Aaron Wealth Advisors LLC | 67,982 | $271K | 0.0% | N/A | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 29,299 | $117K | 0.0% | N/A | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 16,029 | $64K | 0.0% | +54.0% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 398,307 | $1.59M | 0.1% | +2.0% | 0.000% | |
4/18/2024 | Naviter Wealth LLC | 272,980 | $1.09M | 0.2% | +10.4% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 27,982 | $111K | 0.0% | N/A | 0.000% | |
|
4/16/2024 | Harbour Capital Advisors LLC | 81,920 | $314K | 0.1% | N/A | 0.000% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 198,040 | $788K | 0.6% | +66.2% | 0.000% | |
4/12/2024 | Cherrydale Wealth Management LLC | 13,855 | $55K | 0.0% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 96,789 | $385K | 0.0% | +20.7% | 0.000% | |
4/11/2024 | PFW Advisors LLC | 10,561 | $42K | 0.0% | N/A | 0.000% | |
4/10/2024 | Aprio Wealth Management LLC | 17,351 | $69K | 0.0% | +39.7% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 84,712 | $337K | 0.0% | +61.0% | 0.000% | |
4/10/2024 | Bruce G. Allen Investments LLC | 7,010 | $28K | 0.0% | -46.4% | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 28,535 | $114K | 0.0% | +19.5% | 0.000% | |
3/26/2024 | HighPoint Advisor Group LLC | 18,022 | $62K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 223,847 | $770K | 0.0% | -2.6% | 0.002% | |
3/13/2024 | Sivia Capital Partners LLC | 45,913 | $158K | 0.1% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 12,482,281 | $42.94M | 0.0% | +4.1% | 0.098% | |
2/28/2024 | Abel Hall LLC | 16,794 | $58K | 0.0% | N/A | 0.000% | |
2/20/2024 | Sunpointe LLC | 11,932 | $41K | 0.1% | N/A | 0.000% | |
2/15/2024 | Georgetown University | 452,003 | $1.56M | 0.5% | +1.4% | 0.004% | |
2/14/2024 | Barometer Capital Management Inc. | 35,800 | $123K | 0.0% | N/A | 0.000% | |
2/13/2024 | Morningstar Investment Services LLC | 208,999 | $723K | 0.0% | +101.7% | 0.002% | |
2/13/2024 | Crossmark Global Holdings Inc. | 664,672 | $2.29M | 0.0% | -0.5% | 0.005% | |
2/13/2024 | Tower Research Capital LLC TRC | 7,180 | $25K | 0.0% | N/A | 0.000% | |
2/13/2024 | Lake Street Advisors Group LLC | 59,245 | $204K | 0.0% | +19.8% | 0.000% | |
2/12/2024 | Eagle Asset Management Inc. | 235,954 | $812K | 0.0% | -4.2% | 0.002% | |
2/12/2024 | Qtron Investments LLC | 103,917 | $357K | 0.1% | +5.9% | 0.001% | |
2/12/2024 | Lockheed Martin Investment Management Co. | 274,250 | $943K | 0.1% | N/A | 0.002% | |
2/9/2024 | US Bancorp DE | 596,847 | $2.05M | 0.0% | -21.8% | 0.005% | |
2/9/2024 | Corient Private Wealth LLC | 152,581 | $525K | 0.0% | -6.1% | 0.001% | |
2/9/2024 | PNC Financial Services Group Inc. | 223,847 | $770K | 0.0% | -2.6% | 0.002% | |
2/8/2024 | Quadrant Capital Group LLC | 97,895 | $337K | 0.0% | +3.6% | 0.001% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 285,882 | $983K | 0.0% | +11.9% | 0.002% | |
2/8/2024 | Altman Advisors Inc. | 429,268 | $1.48M | 0.8% | +1.5% | 0.003% | |
2/7/2024 | Ieq Capital LLC | 42,698 | $147K | 0.0% | +7.8% | 0.000% | |
2/7/2024 | Forum Financial Management LP | 273,134 | $940K | 0.0% | -5.4% | 0.002% | |
2/7/2024 | QRG Capital Management Inc. | 562,441 | $1.94M | 0.0% | +10.6% | 0.004% | |
2/7/2024 | Principal Street Partners LLC | 24,988 | $86K | 0.0% | N/A | 0.000% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
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2/6/2024 | Apollon Wealth Management LLC | 45,953 | $158K | 0.0% | N/A | 0.000% | |
2/6/2024 | Summit Trail Advisors LLC | 10,410 | $36K | 0.0% | N/A | 0.000% | |
2/6/2024 | Gallacher Capital Management LLC | 87,738 | $302K | 0.2% | -10.1% | 0.001% | |
2/6/2024 | Sapient Capital LLC | 15,750 | $54K | 0.0% | N/A | 0.000% | |
2/6/2024 | M&T Bank Corp | 272,233 | $937K | 0.0% | -4.2% | 0.002% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 31,853 | $110K | 0.0% | -13.0% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 390,402 | $1.34M | 0.1% | +3.1% | 0.003% | |
2/5/2024 | Vanguard Capital Wealth Advisors | 119,177 | $410K | 0.3% | +7.0% | 0.001% | |
2/5/2024 | Naviter Wealth LLC | 247,337 | $851K | 0.2% | +24.6% | 0.002% | |
2/5/2024 | Russell Investments Group Ltd. | 10,308 | $35K | 0.0% | +144.3% | 0.000% | |
2/2/2024 | Callan Capital LLC | 20,816 | $72K | 0.0% | N/A | 0.000% | |
2/1/2024 | GAMMA Investing LLC | 23,872 | $87K | 0.0% | N/A | 0.000% | |
2/1/2024 | Signaturefd LLC | 170,261 | $586K | 0.0% | +5.8% | 0.001% | |
2/1/2024 | Pathway Financial Advisors LLC | 23,510 | $81K | 0.0% | N/A | 0.000% | |
1/30/2024 | SVB Wealth LLC | 44,023 | $151K | 0.0% | +23.6% | 0.000% | |
1/30/2024 | Flputnam Investment Management Co. | 23,375 | $80K | 0.0% | +27.7% | 0.000% | |
1/29/2024 | AlphaQ Advisors LLC | 102,744 | $353K | 0.2% | +9.7% | 0.001% | |
1/29/2024 | Ingalls & Snyder LLC | 20,000 | $69K | 0.0% | +100.0% | 0.000% | |
1/29/2024 | Clarius Group LLC | 40,470 | $139K | 0.0% | +138.3% | 0.000% | |
1/29/2024 | Sapient Capital LLC | 16,885 | $58K | 0.0% | N/A | 0.000% | |
1/26/2024 | Cerity Partners LLC | 362,644 | $1.25M | 0.0% | +17.4% | 0.003% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 41,119 | $141K | 0.0% | N/A | 0.000% | |
1/24/2024 | Augustine Asset Management Inc. | 458,061 | $1.58M | 0.7% | N/A | 0.004% | |
1/23/2024 | Visionary Horizons LLC | 14,450 | $50K | 0.0% | N/A | 0.000% | |
1/23/2024 | Ballentine Partners LLC | 80,179 | $276K | 0.0% | +21.7% | 0.001% | |
1/23/2024 | Trust Point Inc. | 22,277 | $77K | 0.0% | N/A | 0.000% | |
1/22/2024 | Werba Rubin Papier Wealth Management | 46,881 | $161K | 0.1% | -6.1% | 0.000% | |
1/22/2024 | Five Oceans Advisors | 24,423 | $84K | 0.0% | +15.9% | 0.000% | |
1/18/2024 | Caprock Group LLC | 36,769 | $126K | 0.0% | +39.2% | 0.000% | |
1/18/2024 | Blue Trust Inc. | 16,453 | $56K | 0.0% | +149.2% | 0.000% | |
1/16/2024 | Raymond James & Associates | 129,995 | $447K | 0.0% | -9.9% | 0.001% | |
1/11/2024 | Bruce G. Allen Investments LLC | 13,085 | $45K | 0.0% | N/A | 0.000% | |
1/9/2024 | Wedmont Private Capital | 10,453 | $38K | 0.0% | N/A | 0.000% | |
11/30/2023 | American Century Companies Inc. | 1,635,521 | $5.61M | 0.0% | +7.1% | 0.013% | |
11/15/2023 | Integrated Wealth Concepts LLC | 657,170 | $2.25M | 0.0% | +0.8% | 0.005% | |
11/14/2023 | Morningstar Investment Services LLC | 103,612 | $366K | 0.0% | +6.4% | 0.001% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 397,775 | $1.36M | 0.0% | +19.3% | 0.003% | |
11/13/2023 | Natixis Advisors L.P. | 657,403 | $2.26M | 0.0% | +6.6% | 0.005% | |
11/13/2023 | Eagle Asset Management Inc. | 246,230 | $845K | 0.0% | -2.7% | 0.002% | |
11/13/2023 | Gallacher Capital Management LLC | 97,599 | $335K | 0.2% | -14.6% | 0.001% | |
11/13/2023 | Mariner LLC | 828,705 | $2.84M | 0.0% | +20.6% | 0.007% | |
11/13/2023 | Qtron Investments LLC | 98,154 | $337K | 0.1% | +121.0% | 0.001% | |
11/13/2023 | FMR LLC | 11,516,942 | $39.50M | 0.0% | +11.7% | 0.091% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 10,868 | $37K | 0.0% | N/A | 0.000% | |
11/13/2023 | QRG Capital Management Inc. | 508,503 | $1.74M | 0.0% | N/A | 0.004% | |
11/8/2023 | HighTower Advisors LLC | 173,709 | $597K | 0.0% | +17.9% | 0.001% | |
11/8/2023 | Pathstone Family Office LLC | 44,340 | $152K | 0.0% | +97.5% | 0.000% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 255,423 | $876K | 0.0% | +4.5% | 0.002% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 70,828 | $243K | 0.0% | +18.4% | 0.001% | |
11/7/2023 | Addison Advisors LLC | 35,097 | $120K | 0.1% | +17.8% | 0.000% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
11/6/2023 | Flputnam Investment Management Co. | 18,307 | $63K | 0.0% | +42.2% | 0.000% | |
11/6/2023 | Ieq Capital LLC | 39,621 | $136K | 0.0% | +20.8% | 0.000% | |
11/4/2023 | Signaturefd LLC | 160,896 | $552K | 0.0% | +11.5% | 0.001% | |
11/3/2023 | Private Advisor Group LLC | 60,928 | $209K | 0.0% | +5.7% | 0.000% | |
11/2/2023 | West Family Investments Inc. | 84,045 | $288K | 0.1% | -11.2% | 0.001% | |
11/2/2023 | Ingalls & Snyder LLC | 10,000 | $34K | 0.0% | N/A | 0.000% | |
11/2/2023 | M&T Bank Corp | 284,180 | $975K | 0.0% | +10.8% | 0.002% | |
11/1/2023 | Vanguard Capital Wealth Advisors | 111,401 | $382K | 0.4% | -3.6% | 0.001% | |
11/1/2023 | Orion Portfolio Solutions LLC | 25,190 | $86K | 0.0% | +15.7% | 0.000% | |
10/30/2023 | Yousif Capital Management LLC | 209,428 | $718K | 0.0% | -1.9% | 0.002% | |