5/21/2025 | Geneos Wealth Management Inc. | 2,565 | $59K | 0.0% | -23.1% | 0.007% | |
5/16/2025 | Goldman Sachs Group Inc. | 228,885 | $5.29M | 0.0% | +3.8% | 0.650% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 551,069 | $12.72M | 0.0% | -1.4% | 1.564% | |
5/15/2025 | Energy Income Partners LLC | 1,750,085 | $40.41M | 0.8% | -1.2% | 4.966% | |
5/14/2025 | Samalin Investment Counsel LLC | 24,855 | $574K | 0.2% | +2.3% | 0.071% | |
5/14/2025 | Tortoise Capital Advisors L.L.C. | 125,546 | $2.90M | 0.0% | -0.9% | 0.356% | |
5/12/2025 | Eagle Global Advisors LLC | 43,873 | $1.01M | 0.0% | -4.4% | 0.125% | |
5/12/2025 | Invesco Ltd. | 5,198,512 | $120.03M | 0.0% | -1.5% | 14.752% | |
5/9/2025 | Pathway Financial Advisers LLC | 103,390 | $2.39M | 0.8% | +1.6% | 0.293% | |
5/8/2025 | GSA Capital Partners LLP | 29,274 | $676K | 0.1% | +17.2% | 0.083% | |
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5/6/2025 | Fractal Investments LLC | 80,400 | $1.86M | 0.3% | N/A | 0.228% | |
5/2/2025 | Apollon Wealth Management LLC | 16,547 | $382K | 0.0% | +7.3% | 0.047% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,000 | $231K | 0.0% | N/A | 0.028% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 558,919 | $12.93M | 0.0% | +5.4% | 1.586% | |
2/17/2025 | Eagle Global Advisors LLC | 45,873 | $1.06M | 0.0% | +4.6% | 0.130% | |
2/17/2025 | Bank of America Corp DE | 245,636 | $5.68M | 0.0% | -0.3% | 0.697% | |
2/14/2025 | Tortoise Capital Advisors L.L.C. | 126,724 | $2.93M | 0.0% | -3.8% | 0.360% | |
2/14/2025 | GeoWealth Management LLC | 7,577 | $175K | 0.0% | N/A | 0.022% | |
2/13/2025 | Pinnacle Holdings LLC | 39,317 | $910K | 0.3% | -2.4% | 0.112% | |
2/13/2025 | Raymond James Financial Inc. | 19,700 | $456K | 0.0% | N/A | 0.056% | |
2/13/2025 | Advisory Services Network LLC | 29,000 | $671K | 0.0% | -3.3% | 0.082% | |
2/13/2025 | Envestnet Asset Management Inc. | 16,773 | $388K | 0.0% | -2.6% | 0.048% | |
2/12/2025 | JPMorgan Chase & Co. | 95,991 | $2.22M | 0.0% | -2.5% | 0.272% | |
2/11/2025 | LPL Financial LLC | 35,136 | $813K | 0.0% | +13.8% | 0.100% | |
2/11/2025 | Samalin Investment Counsel LLC | 24,287 | $562K | 0.2% | +10.6% | 0.069% | |
2/6/2025 | Raymond James Financial Inc. | 19,700 | $456K | 0.0% | N/A | 0.056% | |
2/6/2025 | Proficio Capital Partners LLC | 80,990 | $1.87M | 0.0% | N/A | 0.230% | |
2/5/2025 | Proficio Capital Partners LLC | 80,990 | $1.87M | 0.0% | N/A | 0.230% | |
1/30/2025 | Pathway Financial Advisers LLC | 101,780 | $2.36M | 0.8% | -95.4% | 0.289% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 9,100 | $211K | 0.0% | N/A | 0.026% | |
1/28/2025 | Apollon Wealth Management LLC | 15,421 | $357K | 0.0% | +3.4% | 0.044% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,337 | $77K | 0.0% | +32.2% | 0.009% | |
12/26/2024 | JPMorgan Chase & Co. | 98,437 | $2.21M | 0.0% | +267.0% | 0.279% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,600 | $36K | 0.0% | N/A | 0.005% | |
11/15/2024 | Hilltop Holdings Inc. | 27,216 | $610K | 0.0% | +2.7% | 0.077% | |
11/13/2024 | Glenmede Trust Co. NA | 55,478 | $1.24M | 0.0% | +22.0% | 0.157% | |
11/5/2024 | GSA Capital Partners LLP | 25,607 | $574K | 0.0% | -29.3% | 0.073% | |
11/5/2024 | Apollon Wealth Management LLC | 14,909 | $334K | 0.0% | +7.5% | 0.042% | |
10/25/2024 | Pathway Financial Advisers LLC | 2,230,436 | $49.98M | 0.5% | +2,178.0% | 6.331% | |
10/24/2024 | Pathway Financial Advisers LLC | 2,230,436 | $49.98M | 0.3% | +2,178.0% | 6.331% | |
Trump’s treachery (Ad) I think Trump’s Treasury Secretary is destroying the stock market on purpose.
And no one on Wall Street seems to understand why.
Like an addict who needs desperate help, Trump’s Treasury pick, Scott Bessent, is putting America through a “detox period” — and I think it’s going to be absolutely brutal for our economy.
Why’s he doing this? You may have already noticed the effect on your portfolio as markets have begun to bleed. |
10/22/2024 | International Assets Investment Management LLC | 32,763 | $734K | 0.0% | +2,141.0% | 0.093% | |
10/10/2024 | Exchange Traded Concepts LLC | 13,629 | $305K | 0.0% | -11.1% | 0.039% | |
10/8/2024 | Future Financial Wealth Managment LLC | 3,500 | $78K | 0.1% | N/A | 0.010% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 10,000 | $226K | 0.0% | -50.0% | 0.028% | |
8/6/2024 | Acadian Asset Management LLC | 21,206 | $478K | 0.0% | -40.6% | 0.060% | |
7/31/2024 | Rothschild Investment LLC | 8,000 | $181K | 0.0% | N/A | 0.023% | |
7/30/2024 | International Assets Investment Management LLC | 1,462 | $33K | 0.0% | N/A | 0.004% | |
5/29/2024 | Pathway Financial Advisers LLC | 97,692 | $2.17M | 0.8% | N/A | 0.277% | |
5/21/2024 | Delphi Management Inc. MA | 37,282 | $828K | 0.6% | -11.5% | 0.106% | |
5/15/2024 | Energy Income Partners LLC | 2,011,618 | $44.66M | 0.9% | -3.4% | 5.710% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 20,000 | $444K | 0.0% | -20.0% | 0.057% | |
5/10/2024 | Acadian Asset Management LLC | 35,718 | $792K | 0.0% | -34.5% | 0.101% | |
5/3/2024 | GSA Capital Partners LLP | 38,427 | $853K | 0.1% | +10.7% | 0.109% | |
5/1/2024 | BNP Paribas Financial Markets | 34,650 | $769K | 0.0% | -5.0% | 0.098% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 569,693 | $12.66M | 0.0% | -1.5% | 1.617% | |
4/15/2024 | Future Financial Wealth Managment LLC | 3,500 | $78K | 0.1% | N/A | 0.010% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,237 | $27K | 0.0% | N/A | 0.004% | |
2/12/2024 | Hilltop Holdings Inc. | 27,229 | $590K | 0.1% | +3.4% | 0.077% | |
2/9/2024 | Clearbridge Investments LLC | 422,835 | $9.15M | 0.0% | -9.7% | 1.200% | |
2/9/2024 | UBS Group AG | 538,504 | $11.66M | 0.0% | +0.2% | 1.529% | |
2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 25,000 | $541K | 0.1% | +25.0% | 0.071% | |
2/7/2024 | BNP Paribas Financial Markets | 36,477 | $790K | 0.0% | -39.8% | 0.104% | |
2/6/2024 | Apollon Wealth Management LLC | 12,294 | $266K | 0.0% | +14.0% | 0.035% | |
2/2/2024 | Kovack Advisors Inc. | 12,075 | $261K | 0.0% | N/A | 0.034% | |
1/25/2024 | International Assets Investment Management LLC | 31,652 | $685K | 0.0% | +2,065.0% | 0.090% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 578,308 | $12.52M | 0.0% | -2.8% | 1.642% | |
1/24/2024 | International Assets Investment Management LLC | 31,652 | $685K | 0.0% | +2,065.0% | 0.090% | |
1/16/2024 | Raymond James & Associates | 20,043 | $434K | 0.0% | +43.2% | 0.057% | |
11/14/2023 | Samalin Investment Counsel LLC | 10,015 | $218K | 0.1% | N/A | 0.028% | |
11/13/2023 | Mariner LLC | 21,186 | $461K | 0.0% | -10.3% | 0.060% | |
11/13/2023 | Clearbridge Investments LLC | 468,277 | $10.19M | 0.0% | -0.8% | 1.329% | |
11/13/2023 | Acadian Asset Management LLC | 72,902 | $1.58M | 0.0% | -22.0% | 0.207% | |
11/13/2023 | Invesco Ltd. | 5,256,014 | $114.32M | 0.0% | -3.5% | 14.919% | |
11/9/2023 | UBS Group AG | 537,225 | $11.69M | 0.0% | +9.3% | 1.525% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 10,065 | $219K | 0.0% | -7.4% | 0.029% | |
10/30/2023 | Eagle Global Advisors LLC | 43,873 | $954K | 0.1% | +3.5% | 0.125% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 595,137 | $12.94M | 0.0% | +4.4% | 1.690% | |
10/24/2023 | Raymond James & Associates | 14,000 | $304K | 0.0% | -30.2% | 0.040% | |
10/4/2023 | International Assets Investment Management LLC | 1,462 | $32K | 0.0% | N/A | 0.004% | |
8/28/2023 | Delphi Management Inc. MA | 41,934 | $910K | 1.0% | N/A | 0.119% | |
8/11/2023 | Clearbridge Investments LLC | 472,207 | $10.24M | 0.0% | -0.4% | 1.341% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 89,098 | $1.93M | 0.0% | +150.7% | 0.253% | |
8/8/2023 | Pekin Hardy Strauss Inc. | 10,865 | $236K | 0.0% | -60.1% | 0.031% | |
8/4/2023 | Apollon Wealth Management LLC | 10,031 | $218K | 0.0% | N/A | 0.028% | |
8/2/2023 | Alpine Woods Capital Investors LLC | 21,390 | $464K | 0.1% | -21.0% | 0.061% | |
7/31/2023 | LPL Financial LLC | 28,477 | $618K | 0.0% | -21.0% | 0.081% | |
7/25/2023 | Raymond James & Associates | 20,059 | $435K | 0.0% | -47.4% | 0.057% | |
7/14/2023 | Gilman Hill Asset Management LLC | 30,445 | $660K | 0.1% | N/A | 0.086% | |
5/12/2023 | Pinnacle Holdings LLC | 35,836 | $789K | 0.4% | +1.5% | 0.102% | |
5/12/2023 | Verdad Advisers LP | 44,100 | $971K | 2.0% | N/A | 0.125% | |
Trump’s treachery (Ad) I think Trump’s Treasury Secretary is destroying the stock market on purpose.
And no one on Wall Street seems to understand why.
Like an addict who needs desperate help, Trump’s Treasury pick, Scott Bessent, is putting America through a “detox period” — and I think it’s going to be absolutely brutal for our economy.
Why’s he doing this? You may have already noticed the effect on your portfolio as markets have begun to bleed. |
5/11/2023 | Acadian Asset Management LLC | 93,162 | $2.05M | 0.0% | -37.2% | 0.265% | |
5/11/2023 | NBW Capital LLC | 40,224 | $885K | 0.2% | -6.8% | 0.114% | |
5/8/2023 | Pekin Hardy Strauss Inc. | 27,250 | $600K | 0.1% | -9.6% | 0.077% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 569,693 | $12.54M | 0.0% | +3.6% | 1.618% | |
4/27/2023 | Simplicity Solutions LLC | 11,331 | $249K | 0.0% | N/A | 0.032% | |
4/19/2023 | International Assets Investment Management LLC | 1,462 | $32K | 0.0% | N/A | 0.004% | |
4/14/2023 | Raymond James & Associates | 38,135 | $839K | 0.0% | +93.5% | 0.108% | |
2/15/2023 | Energy Income Partners LLC | 2,480,730 | $58.30M | 1.3% | -0.9% | 7.043% | |
2/13/2023 | Pekin Hardy Strauss Inc. | 30,150 | $709K | 0.1% | -7.7% | 0.086% | |
2/13/2023 | Tortoise Capital Advisors L.L.C. | 132,811 | $3.12M | 0.0% | -5.7% | 0.377% | |