7/8/2025 | E. Ohman J or Asset Management AB | 41,000 | $616K | 0.0% | -14.6% | 0.005% | |
7/8/2025 | Parallel Advisors LLC | 78,440 | $1.18M | 0.0% | +59.9% | 0.009% | |
7/1/2025 | Confluence Investment Management LLC | 15,385 | $231K | 0.0% | -7.5% | 0.002% | |
6/27/2025 | Goldman Sachs Group Inc. | 220,173 | $2.90M | 0.0% | -82.0% | 0.026% | |
6/2/2025 | Modern Wealth Management LLC | 15,789 | $208K | 0.0% | N/A | 0.002% | |
5/29/2025 | Rhumbline Advisers | 343,289 | $4.53M | 0.0% | -20.2% | 0.041% | |
5/21/2025 | Acadian Asset Management LLC | 1,471,523 | $19.40M | 0.1% | +1.6% | 0.176% | |
5/20/2025 | Focus Partners Wealth | 11,270 | $149K | 0.0% | -23.9% | 0.001% | |
5/16/2025 | Logan Capital Management Inc. | 40,970 | $540K | 0.0% | -2.6% | 0.005% | |
5/16/2025 | Ascent Group LLC | 10,131 | $134K | 0.0% | N/A | 0.001% | |
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5/16/2025 | Goldman Sachs Group Inc. | 220,173 | $2.90M | 0.0% | -82.0% | 0.026% | |
5/16/2025 | Millennium Management LLC | 4,344,000 | $57.30M | 0.0% | +53.1% | 0.520% | |
5/16/2025 | AQR Capital Management LLC | 227,115 | $3.00M | 0.0% | -31.4% | 0.027% | |
5/16/2025 | Advisors Asset Management Inc. | 32,916 | $434K | 0.0% | +17.8% | 0.004% | |
5/16/2025 | Aprio Wealth Management LLC | 10,478 | $138K | 0.0% | -44.3% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 9,050,799 | $119.38M | 0.0% | -9.8% | 1.084% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 24,081 | $318K | 0.0% | -10.0% | 0.003% | |
5/15/2025 | OLD Mission Capital LLC | 261,399 | $3.45M | 0.0% | -76.0% | 0.031% | |
5/15/2025 | Vident Advisory LLC | 160,027 | $2.11M | 0.0% | +5.7% | 0.019% | |
5/15/2025 | OMERS ADMINISTRATION Corp | 138,235 | $1.82M | 0.0% | -13.4% | 0.017% | |
5/15/2025 | BNP Paribas Financial Markets | 4,583,333 | $60.45M | 0.0% | +58.0% | 0.549% | |
5/14/2025 | Ieq Capital LLC | 16,440 | $217K | 0.0% | -20.8% | 0.002% | |
5/14/2025 | Causeway Capital Management LLC | 144,439 | $1.91M | 0.0% | -73.2% | 0.017% | |
5/14/2025 | Jump Financial LLC | 147,111 | $1.94M | 0.0% | +534.1% | 0.018% | |
5/14/2025 | CW Advisors LLC | 39,025 | $515K | 0.0% | N/A | 0.005% | |
5/14/2025 | Groupama Asset Managment | 53,559 | $707K | 0.0% | N/A | 0.006% | |
5/14/2025 | Hsbc Holdings PLC | 91,560 | $1.21M | 0.0% | -19.0% | 0.011% | |
5/14/2025 | Quantbot Technologies LP | 95,263 | $1.26M | 0.0% | N/A | 0.011% | |
5/14/2025 | Wellington Management Group LLP | 648,060 | $8.55M | 0.0% | -27.7% | 0.078% | |
5/13/2025 | Northern Trust Corp | 1,168,484 | $15.41M | 0.0% | -19.2% | 0.140% | |
5/13/2025 | Brooklyn Investment Group | 6,393 | $84K | 0.0% | +491.9% | 0.001% | |
5/13/2025 | Corient IA LLC | 25,000 | $330K | 0.2% | N/A | 0.003% | |
5/13/2025 | American Century Companies Inc. | 914,473 | $12.06M | 0.0% | +6.0% | 0.110% | |
5/13/2025 | Fox Run Management L.L.C. | 10,817 | $143K | 0.0% | N/A | 0.001% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 36,180 | $477K | 0.0% | +127.2% | 0.004% | |
5/13/2025 | Triglav Skladi D.O.O. | 65,000 | $857K | 0.1% | N/A | 0.008% | |
5/13/2025 | Mondrian Investment Partners LTD | 644,794 | $8.51M | 0.1% | -0.6% | 0.077% | |
5/13/2025 | LGT Group Foundation | 21,345 | $282K | 0.0% | N/A | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 15,477 | $204K | 0.0% | -48.3% | 0.002% | |
5/12/2025 | AIA Group Ltd | 43,857 | $578K | 0.0% | -69.8% | 0.005% | |
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5/12/2025 | Invesco Ltd. | 235,435 | $3.11M | 0.0% | +15.7% | 0.028% | |
5/12/2025 | Connor Clark & Lunn Investment Management Ltd. | 31,814 | $420K | 0.0% | -89.6% | 0.004% | |
5/12/2025 | National Bank of Canada FI | 71,000 | $936K | 0.0% | +331.2% | 0.009% | |
5/12/2025 | XY Capital Ltd | 19,689 | $260K | 0.1% | -70.7% | 0.002% | |
5/12/2025 | Pinpoint Asset Management Ltd | 380,625 | $5.02M | 0.9% | -20.2% | 0.046% | |
5/9/2025 | CenterBook Partners LP | 19,565 | $258K | 0.0% | N/A | 0.002% | |
5/9/2025 | Deutsche Bank AG | 150,687 | $1.99M | 0.0% | -12.2% | 0.018% | |
5/9/2025 | Lester Murray Antman dba SimplyRich | 28,454 | $375K | 0.1% | -24.0% | 0.003% | |
5/9/2025 | Vanguard Group Inc. | 5,002,642 | $65.99M | 0.0% | +2.2% | 0.599% | |
5/9/2025 | Costello Asset Management INC | 2,000 | $26K | 0.0% | N/A | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 39,743 | $524K | 0.0% | +2.8% | 0.005% | |
5/8/2025 | US Bancorp DE | 162,778 | $2.15M | 0.0% | -28.7% | 0.019% | |
5/8/2025 | Natixis Advisors LLC | 26,692 | $352K | 0.0% | -53.3% | 0.003% | |
5/8/2025 | Thornburg Investment Management Inc. | 71,001 | $937K | 0.0% | +1.8% | 0.009% | |
5/7/2025 | Canopy Partners LLC | 16,551 | $218K | 0.1% | -14.2% | 0.002% | |
5/7/2025 | Wealthstream Advisors Inc. | 11,623 | $153K | 0.0% | -20.1% | 0.001% | |
5/7/2025 | LPL Financial LLC | 140,918 | $1.86M | 0.0% | +10.0% | 0.017% | |
5/7/2025 | Drive Wealth Management LLC | 10,984 | $145K | 0.0% | -18.3% | 0.001% | |
5/6/2025 | Assetmark Inc. | 201,597 | $2.66M | 0.0% | -1.5% | 0.024% | |
5/6/2025 | Cetera Investment Advisers | 19,134 | $252K | 0.0% | -7.7% | 0.002% | |
5/5/2025 | Allianz Asset Management GmbH | 321,271 | $4.24M | 0.0% | -32.4% | 0.038% | |
5/5/2025 | Wealth Alliance LLC | 10,052 | $133K | 0.0% | N/A | 0.001% | |
5/5/2025 | Lindbrook Capital LLC | 16,242 | $214K | 0.0% | -24.9% | 0.002% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 75,000 | $989K | 0.0% | -25.0% | 0.009% | |
5/2/2025 | Cullen Frost Bankers Inc. | 4,670 | $62K | 0.0% | N/A | 0.001% | |
5/2/2025 | Bridgewater Advisors Inc. | 31,973 | $446K | 0.0% | +2.8% | 0.004% | |
5/2/2025 | West Family Investments Inc. | 64,599 | $852K | 0.3% | -16.0% | 0.008% | |
5/2/2025 | Signaturefd LLC | 112,569 | $1.49M | 0.0% | -19.0% | 0.013% | |
5/1/2025 | CWM LLC | 12,251 | $162K | 0.0% | -14.5% | 0.001% | |
5/1/2025 | Schechter Investment Advisors LLC | 19,710 | $260K | 0.0% | -30.2% | 0.002% | |
5/1/2025 | Ballentine Partners LLC | 75,108 | $991K | 0.0% | -28.3% | 0.009% | |
5/1/2025 | Xponance Inc. | 12,096 | $160K | 0.0% | N/A | 0.001% | |
4/30/2025 | Cerity Partners LLC | 192,217 | $2.54M | 0.0% | +85.6% | 0.023% | |
4/30/2025 | Allworth Financial LP | 3,504 | $49K | 0.0% | +28.4% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 31,861 | $420K | 0.0% | -80.7% | 0.004% | |
4/29/2025 | Bank of New York Mellon Corp | 80,293 | $1.06M | 0.0% | -2.1% | 0.010% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 94,682 | $1.25M | 0.0% | -82.3% | 0.011% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 19,826 | $262K | 0.0% | +6.2% | 0.002% | |
4/24/2025 | Artemis Investment Management LLP | 281,530 | $3.71M | 0.1% | -4.7% | 0.034% | |
4/24/2025 | PDS Planning Inc | 39,415 | $520K | 0.0% | +22.2% | 0.005% | |
4/23/2025 | Sequoia Financial Advisors LLC | 73,586 | $971K | 0.0% | -11.6% | 0.009% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 10,711,236 | $141.28M | 0.3% | -6.4% | 1.283% | |
4/23/2025 | Bessemer Group Inc. | 863,880 | $11.40M | 0.0% | +10.3% | 0.103% | |
4/23/2025 | Harbour Capital Advisors LLC | 24,050 | $318K | 0.1% | -4.2% | 0.003% | |
4/23/2025 | Legacy Advisors LLC | 3,125 | $41K | 0.0% | N/A | 0.000% | |
4/21/2025 | Blue Trust Inc. | 42,003 | $554K | 0.0% | +27.0% | 0.005% | |
4/21/2025 | Johnson Investment Counsel Inc. | 20,660 | $273K | 0.0% | -16.6% | 0.002% | |
4/17/2025 | QRG Capital Management Inc. | 44,024 | $581K | 0.0% | -2.8% | 0.005% | |
4/17/2025 | Hanson & Doremus Investment Management | 15,856 | $209K | 0.0% | -31.6% | 0.002% | |
4/17/2025 | Ritholtz Wealth Management | 43,301 | $571K | 0.0% | -46.3% | 0.005% | |
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. |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,909 | $183K | 0.0% | +6.8% | 0.002% | |
4/16/2025 | Stanley Laman Group Ltd. | 140,000 | $1.85M | 0.3% | N/A | 0.017% | |
4/15/2025 | Simon Quick Advisors LLC | 10,199 | $135K | 0.0% | -28.0% | 0.001% | |
4/15/2025 | GAMMA Investing LLC | 5,523 | $73K | 0.0% | -18.8% | 0.001% | |
4/11/2025 | First Affirmative Financial Network | 11,064 | $146K | 0.1% | N/A | 0.001% | |
4/11/2025 | Foster Group Inc. | 14,838 | $196K | 0.0% | +8.3% | 0.002% | |
4/10/2025 | Lifestyle Asset Management Inc. | 67,806 | $894K | 0.5% | -5.2% | 0.008% | |
4/8/2025 | Rhumbline Advisers | 343,289 | $4.53M | 0.0% | -20.2% | 0.041% | |
4/8/2025 | Parallel Advisors LLC | 49,065 | $647K | 0.0% | -32.6% | 0.006% | |
4/7/2025 | Summit Global Investments | 125,191 | $1.65M | 0.1% | -11.8% | 0.015% | |