6/9/2025 | 1248 Management LLC | 12,096 | $857K | 0.3% | +12.6% | 0.001% | |
6/6/2025 | Nicola Wealth Management LTD. | 33,000 | $2.34M | 0.2% | -28.3% | 0.002% | |
6/6/2025 | eCIO Inc. | 3,699 | $262K | 0.1% | N/A | 0.000% | |
6/5/2025 | Cim LLC | 35,023 | $2.48M | 0.4% | +4.8% | 0.002% | |
6/4/2025 | First Hawaiian Bank | 6,078 | $431K | 0.0% | +34.7% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 211,643 | $15.00M | 0.5% | +5.3% | 0.010% | |
5/29/2025 | Nova Wealth Management Inc. | 452 | $32K | 0.0% | N/A | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 675,963 | $47.68M | 0.0% | +30.5% | 0.033% | |
5/28/2025 | Anderson Financial Strategies LLC | 2,015 | $143K | 0.1% | N/A | 0.000% | |
5/28/2025 | Strs Ohio | 977,477 | $69.29M | 0.3% | N/A | 0.047% | |
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5/28/2025 | Intrua Financial LLC | 9,311 | $660K | 0.1% | +3.1% | 0.000% | |
5/28/2025 | Addison Capital Co | 13,042 | $925K | 0.4% | -7.6% | 0.001% | |
5/27/2025 | Jacobi Capital Management LLC | 45,298 | $3.21M | 0.2% | +4.3% | 0.002% | |
5/27/2025 | Advisors Capital Management LLC | 361,815 | $25.65M | 0.4% | +5.7% | 0.018% | |
5/23/2025 | Strategic Financial Services Inc. | 34,977 | $2.48M | 0.1% | -2.1% | 0.002% | |
5/22/2025 | Mattson Financial Services LLC | 35,207 | $2.50M | 0.8% | +19.7% | 0.002% | |
5/21/2025 | Acadian Asset Management LLC | 12,542 | $887K | 0.0% | +38.4% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 116,358 | $8.25M | 0.3% | +0.8% | 0.006% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 125,289 | $8.88M | 1.6% | +0.3% | 0.006% | |
5/21/2025 | IFM Investors Pty Ltd | 500,937 | $35.51M | 0.4% | -15.6% | 0.024% | |
5/20/2025 | Fortis Capital Advisors LLC | 17,003 | $1.21M | 0.2% | -7.5% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 56,745 | $4.02M | 0.2% | -4.1% | 0.003% | |
5/20/2025 | Intech Investment Management LLC | 40,392 | $2.86M | 0.0% | +10.2% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 882,487 | $62.56M | 0.2% | +28.6% | 0.043% | |
5/20/2025 | Integrity Alliance LLC. | 25,092 | $1.78M | 0.1% | +41.8% | 0.001% | |
5/20/2025 | Ransom Advisory Ltd | 26,530 | $1.88M | 0.9% | N/A | 0.001% | |
5/20/2025 | Anchor Investment Management LLC | 51,718 | $3.67M | 0.3% | -4.9% | 0.003% | |
5/20/2025 | Glenview Trust co | 259,523 | $18.40M | 0.4% | +11.6% | 0.013% | |
5/20/2025 | Aspen Investment Management Inc | 15,464 | $1.10M | 0.5% | +2.4% | 0.001% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 359,356 | $25.48M | 0.2% | +5.9% | 0.017% | |
5/19/2025 | SageView Advisory Group LLC | 25,077 | $1.78M | 0.1% | +3.1% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 15,643 | $1.11M | 0.0% | +1.7% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 18,677 | $1.32M | 0.0% | N/A | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 14,248,326 | $1.01B | 0.3% | +10.3% | 0.692% | |
5/19/2025 | Palogic Value Management L.P. | 11,024 | $781K | 0.3% | +18.7% | 0.001% | |
5/16/2025 | Woodline Partners LP | 173,735 | $12.32M | 0.1% | +40.7% | 0.008% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 164,752 | $11.68M | 0.1% | -19.8% | 0.008% | |
5/16/2025 | Prostatis Group LLC | 34,414 | $2.44M | 0.8% | +46.1% | 0.002% | |
5/16/2025 | American Trust | 43,886 | $3.11M | 0.8% | -2.2% | 0.002% | |
5/16/2025 | Semmax Financial Advisors Inc. | 509 | $36K | 0.0% | +335.0% | 0.000% | |
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5/16/2025 | Empowered Funds LLC | 64,098 | $4.54M | 0.1% | +40.7% | 0.003% | |
5/16/2025 | Logan Capital Management Inc. | 64,180 | $4.55M | 0.2% | -4.9% | 0.003% | |
5/16/2025 | Faithward Advisors LLC | 48,088 | $3.41M | 0.6% | -0.5% | 0.002% | |
5/16/2025 | MBB Public Markets I LLC | 4,458 | $316K | 0.0% | N/A | 0.000% | |
5/16/2025 | Meiji Yasuda Life Insurance Co | 34,321 | $2.43M | 0.0% | -21.8% | 0.002% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 252,518 | $17.90M | 0.7% | -24.1% | 0.012% | |
5/16/2025 | Great Lakes Advisors LLC | 686,887 | $48.39M | 0.4% | +0.8% | 0.033% | |
5/16/2025 | Caxton Associates LLP | 9,297 | $659K | 0.0% | N/A | 0.000% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 519,125 | $36.80M | 1.0% | -38.9% | 0.025% | |
5/16/2025 | Voleon Capital Management LP | 21,845 | $1.55M | 0.1% | -47.3% | 0.001% | |
5/16/2025 | Fred Alger Management LLC | 56,095 | $3.98M | 0.0% | +2.8% | 0.003% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 86,819 | $6.16M | 0.2% | +9.1% | 0.004% | |
5/16/2025 | Kestra Investment Management LLC | 12,118 | $859K | 0.0% | +49.6% | 0.001% | |
5/16/2025 | Resources Management Corp CT ADV | 227,972 | $16.16M | 2.3% | +0.7% | 0.011% | |
5/16/2025 | Cape Investment Advisory Inc. | 4,388 | $311K | 0.1% | -6.9% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 137,027 | $9.70M | 0.0% | -73.5% | 0.007% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 22,350 | $1.59M | 0.2% | +16.7% | 0.001% | |
5/16/2025 | Teza Capital Management LLC | 23,411 | $1.66M | 0.8% | N/A | 0.001% | |
5/16/2025 | USS Investment Management Ltd | 334,914 | $23.75M | 0.2% | -30.6% | 0.016% | |
5/16/2025 | UniSuper Management Pty Ltd | 570,835 | $40.47M | 0.3% | +1.2% | 0.028% | |
5/16/2025 | Resolution Capital Ltd | 21,281 | $1.51M | 0.0% | -30.9% | 0.001% | |
5/16/2025 | Rise Advisors LLC | 1,984 | $141K | 0.1% | +178.7% | 0.000% | |
5/16/2025 | Plancorp LLC | 16,154 | $1.15M | 0.0% | +1.4% | 0.001% | |
5/16/2025 | Plotkin Financial Advisors LLC | 5,525 | $392K | 0.2% | -4.7% | 0.000% | |
5/16/2025 | NFJ Investment Group LLC | 1,150,389 | $81.55M | 2.7% | -1.2% | 0.056% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 252,944 | $17.93M | 0.1% | +1.4% | 0.012% | |
5/16/2025 | NewEdge Advisors LLC | 427,094 | $30.28M | 0.2% | +27.2% | 0.021% | |
5/16/2025 | Nippon Life Global Investors Americas Inc. | 16,570 | $1.18M | 0.1% | +16.9% | 0.001% | |
5/16/2025 | Integrated Wealth Concepts LLC | 66,272 | $4.70M | 0.1% | -0.2% | 0.003% | |
5/16/2025 | Interval Partners LP | 63,147 | $4.48M | 0.1% | N/A | 0.003% | |
5/16/2025 | Hancock Whitney Corp | 25,244 | $1.79M | 0.1% | +9.4% | 0.001% | |
5/16/2025 | DnB Asset Management AS | 1,409,395 | $99.91M | 0.5% | +9.3% | 0.068% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 645,312 | $45.75M | 0.8% | +23.4% | 0.031% | |
5/16/2025 | Eventide Asset Management LLC | 6,391 | $450K | 0.0% | N/A | 0.000% | |
5/16/2025 | Electron Capital Partners LLC | 894,782 | $63.43M | 4.2% | +2.2% | 0.043% | |
5/16/2025 | Cinctive Capital Management LP | 145,705 | $10.33M | 0.8% | +1,227.4% | 0.007% | |
5/16/2025 | Clark Capital Management Group Inc. | 671,955 | $47.64M | 0.3% | -56.2% | 0.033% | |
5/16/2025 | Clifford Group LLC | 6,691 | $474K | 0.4% | -12.0% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 23,356 | $1.66M | 0.0% | -16.5% | 0.001% | |
5/16/2025 | Banque Transatlantique SA | 1,740 | $114K | 0.0% | N/A | 0.000% | |
5/16/2025 | Alliancebernstein L.P. | 6,043,820 | $428.45M | 0.2% | -34.3% | 0.294% | |
5/16/2025 | AQR Capital Management LLC | 448,263 | $31.78M | 0.0% | -7.9% | 0.022% | |
5/16/2025 | AlTi Global Inc. | 11,811 | $837K | 0.0% | +23.6% | 0.001% | |
5/16/2025 | Advisors Asset Management Inc. | 263,720 | $18.70M | 0.4% | -1.9% | 0.013% | |
5/16/2025 | Amundi | 12,200,990 | $878.45M | 0.3% | +27.8% | 0.593% | |
5/16/2025 | Aprio Wealth Management LLC | 3,792 | $269K | 0.0% | -9.8% | 0.000% | |
5/16/2025 | 1 North Wealth Services LLC | 364 | $26K | 0.0% | N/A | 0.000% | |
5/16/2025 | Adage Capital Partners GP L.L.C. | 775,313 | $54.96M | 0.1% | -5.7% | 0.038% | |
5/15/2025 | Paragon Private Wealth Management LLC | 23,388 | $1.66M | 0.8% | -9.7% | 0.001% | |
5/15/2025 | Rench Wealth Management Inc. | 73,083 | $5.18M | 1.8% | +2.1% | 0.004% | |
Trump’s treachery (Ad) A few months ago, I released a list of six companies I believed were going to appreciate under Trump’s second term.
And I was right.
Since then, this offshore oil company – which is already up 50% from when we first recommended it – has reopened an oil field that is about to start producing 50,000 barrels of oil per day.
That’s more than double the amount of oil the company initially predicted it could produce. This could be the most asymmetric bet in the market today. |
5/15/2025 | Federation des caisses Desjardins du Quebec | 320,093 | $22.69M | 0.1% | +4.2% | 0.016% | |
5/15/2025 | Dark Forest Capital Management LP | 59,907 | $4.25M | 0.2% | +516.1% | 0.003% | |
5/15/2025 | EP Wealth Advisors LLC | 1,016,640 | $72.07M | 0.6% | -2.1% | 0.049% | |
5/15/2025 | Ashton Thomas Securities LLC | 11,322 | $800K | 0.2% | +28.8% | 0.001% | |
5/15/2025 | First Manhattan CO. LLC. | 328,896 | $23.32M | 0.1% | -82.6% | 0.016% | |
5/15/2025 | GW Henssler & Associates Ltd. | 3,424 | $243K | 0.0% | -7.2% | 0.000% | |
5/15/2025 | Cigna Investments Inc. New | 20,680 | $1.47M | 0.3% | -1.6% | 0.001% | |
5/15/2025 | 1248 Management LLC | 9,096 | $645K | 0.4% | -15.3% | 0.000% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 29,849 | $2.12M | 0.0% | -16.9% | 0.001% | |
5/15/2025 | First Financial Bankshares Inc | 786,525 | $55.76M | 1.2% | +7.3% | 0.038% | |