4/30/2025 | Trek Financial LLC | 10,913 | $434K | 0.0% | +48.2% | 0.096% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,709 | $585K | 0.0% | -12.1% | 0.129% | |
4/29/2025 | Rice Partnership LLC | 74,053 | $2.95M | 0.6% | N/A | 0.650% | |
4/29/2025 | Catalyst Capital Advisors LLC | 247,269 | $9.84M | 0.2% | -8.5% | 2.169% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 20,590 | $819K | 0.1% | N/A | 0.181% | |
4/28/2025 | Pictet North America Advisors SA | 123,873 | $4.93M | 0.5% | -72.0% | 1.087% | |
4/28/2025 | Vontobel Holding Ltd. | 54,860 | $2.18M | 0.0% | +0.5% | 0.481% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 715,124 | $28.46M | 0.0% | -13.6% | 6.273% | |
4/22/2025 | Brueske Advisory Services LLC | 15,399 | $613K | 0.6% | N/A | 0.135% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 124,666 | $4.96M | 0.0% | N/A | 1.094% | |
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4/22/2025 | Innealta Capital LLC | 80,277 | $3.20M | 1.7% | +32.7% | 0.704% | |
4/22/2025 | Arrow Investment Advisors LLC | 15,313 | $609K | 0.6% | -22.7% | 0.134% | |
4/15/2025 | Visionary Horizons LLC | 17,983 | $716K | 0.5% | -10.8% | 0.158% | |
4/15/2025 | Millburn Ridgefield LLC DE | 247,269 | $9.84M | 0.2% | -8.5% | 2.169% | |
4/15/2025 | CX Institutional | 3,619 | $144K | 0.0% | N/A | 0.032% | |
4/10/2025 | Boltwood Capital Management | 8,150 | $324K | 0.1% | +4.5% | 0.071% | |
2/18/2025 | GTS Securities LLC | 116,894 | $4.19M | 0.2% | N/A | 0.749% | |
2/17/2025 | KKM Financial LLC | 8,425 | $302K | 0.1% | -10.5% | 0.054% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 67,110 | $2.41M | 0.0% | +102.2% | 0.430% | |
2/17/2025 | Centiva Capital LP | 31,800 | $1.14M | 0.0% | +38.3% | 0.204% | |
2/17/2025 | Bank of America Corp DE | 139,517 | $5.01M | 0.0% | -34.9% | 0.894% | |
2/17/2025 | BNP Paribas Financial Markets | 8,471 | $304K | 0.0% | +452.2% | 0.054% | |
2/17/2025 | Ameriprise Financial Inc. | 280,729 | $10.07M | 0.0% | N/A | 1.800% | |
2/14/2025 | Jane Street Group LLC | 1,086,682 | $38.99M | 0.0% | -19.8% | 6.966% | |
2/14/2025 | Comerica Bank | 763 | $27K | 0.0% | -41.7% | 0.005% | |
2/14/2025 | The Manufacturers Life Insurance Company | 87,286 | $3.13M | 0.0% | +13.4% | 0.560% | |
2/14/2025 | Integrated Wealth Concepts LLC | 9,805 | $352K | 0.0% | -27.6% | 0.063% | |
2/14/2025 | Hsbc Holdings PLC | 15,676 | $562K | 0.0% | +11.5% | 0.100% | |
2/13/2025 | Marshall Wace LLP | 28,844 | $1.04M | 0.0% | N/A | 0.185% | |
2/13/2025 | Zacks Investment Management | 51,987 | $1.87M | 0.0% | -8.5% | 0.333% | |
2/13/2025 | Dai ichi Life Holdings Inc. | 29,600 | $1.07M | 1.2% | +7.2% | 0.190% | |
2/13/2025 | Renaissance Technologies LLC | 14,400 | $517K | 0.0% | N/A | 0.092% | |
2/13/2025 | Bank of Montreal Can | 6,260 | $225K | 0.0% | -54.5% | 0.040% | |
2/13/2025 | Trek Financial LLC | 7,364 | $264K | 0.0% | -9.5% | 0.047% | |
2/13/2025 | Envestnet Asset Management Inc. | 16,731 | $600K | 0.0% | -9.8% | 0.107% | |
2/13/2025 | Sun Life Financial Inc. | 57,750 | $2.07M | 0.1% | -2.0% | 0.370% | |
2/13/2025 | Wells Fargo & Company MN | 67,357 | $2.42M | 0.0% | -26.7% | 0.432% | |
2/12/2025 | OLD Mission Capital LLC | 63,152 | $2.27M | 0.0% | +759.8% | 0.405% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 1,073 | $38K | 0.0% | -29.7% | 0.007% | |
2/12/2025 | Schroder Investment Management Group | 20,553 | $736K | 0.0% | N/A | 0.132% | |
Donald Trump is about to free crypto from its chains … (Ad) Sure enough, Bitcoin took off on the exact day Juan said it would.
It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .…
Now Juan believes it could hit $150,000 … or higher in 2025. There's another coin he thinks could do even better. |
2/11/2025 | LPL Financial LLC | 314,790 | $11.30M | 0.0% | -34.1% | 2.018% | |
2/7/2025 | Idaho Trust Bank | 55,156 | $1.98M | 1.0% | -3.2% | 0.354% | |
2/7/2025 | HighTower Advisors LLC | 222,393 | $7.98M | 0.0% | +0.2% | 1.426% | |
2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 33,868 | $1.26M | 0.0% | +189.0% | 0.217% | |
2/4/2025 | Millburn Ridgefield Corp | 270,155 | $9.69M | 0.2% | +15.3% | 1.732% | |
2/3/2025 | Peregrine Asset Advisers Inc. | 21,592 | $775K | 0.3% | N/A | 0.138% | |
1/31/2025 | Global Retirement Partners LLC | 5,001 | $179K | 0.0% | -33.0% | 0.032% | |
1/31/2025 | Catalyst Capital Advisors LLC | 270,155 | $9.69M | 0.2% | +15.3% | 1.732% | |
1/30/2025 | ABC Arbitrage SA | 122,965 | $4.41M | 0.6% | N/A | 0.788% | |
1/30/2025 | Pictet North America Advisors SA | 442,230 | $15.87M | 1.5% | +138.5% | 2.835% | |
1/30/2025 | Vontobel Holding Ltd. | 54,575 | $1.96M | 0.0% | +4.0% | 0.350% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 827,822 | $29.70M | 0.0% | -11.3% | 5.307% | |
1/28/2025 | Visionary Horizons LLC | 20,165 | $724K | 0.5% | -3.5% | 0.129% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 6,950 | $249K | 0.0% | -10.5% | 0.045% | |
1/17/2025 | Nisa Investment Advisors LLC | 16,620 | $596K | 0.0% | -4.1% | 0.107% | |
1/6/2025 | Boltwood Capital Management | 7,800 | $280K | 0.1% | +51.5% | 0.050% | |
11/15/2024 | Zacks Investment Management | 56,830 | $2.30M | 0.0% | +3.0% | 0.364% | |
11/15/2024 | Wellington Management Group LLP | 10,604 | $428K | 0.0% | N/A | 0.068% | |
11/15/2024 | Millburn Ridgefield Corp | 234,222 | $9.46M | 0.2% | -0.4% | 1.501% | |
11/15/2024 | Integrated Wealth Concepts LLC | 13,536 | $547K | 0.0% | -2.1% | 0.087% | |
11/15/2024 | HighTower Advisors LLC | 222,018 | $8.97M | 0.0% | +2.1% | 1.423% | |
11/15/2024 | Centiva Capital LP | 23,000 | $929K | 0.0% | +25.0% | 0.147% | |
11/14/2024 | Flow Traders U.S. LLC | 390,066 | $15.76M | 0.8% | N/A | 2.500% | |
11/13/2024 | BNP Paribas Financial Markets | 1,534 | $62K | 0.0% | -89.9% | 0.010% | |
11/13/2024 | The Manufacturers Life Insurance Company | 76,986 | $3.11M | 0.0% | +3.5% | 0.494% | |
11/13/2024 | Dai ichi Life Holdings Inc. | 27,600 | $1.12M | 1.3% | +10.4% | 0.177% | |
11/13/2024 | Fisher Asset Management LLC | 12,336 | $498K | 0.0% | -36.3% | 0.079% | |
11/12/2024 | KKM Financial LLC | 9,416 | $380K | 0.2% | -20.8% | 0.060% | |
11/6/2024 | Mount Lucas Management LP | 19,041 | $769K | 0.3% | +9.9% | 0.122% | |
10/30/2024 | Catalyst Capital Advisors LLC | 234,222 | $9.46M | 0.2% | -0.4% | 1.501% | |
10/29/2024 | Innealta Capital LLC | 93,398 | $3.77M | 1.5% | -42.3% | 0.599% | |
10/24/2024 | Sun Life Financial Inc. | 58,950 | $2.38M | 0.1% | -1.0% | 0.378% | |
10/23/2024 | Spectrum Asset Management Inc. NB CA | 18,242 | $737K | 0.3% | N/A | 0.117% | |
10/22/2024 | Pictet North America Advisors SA | 185,431 | $7.49M | 0.7% | +0.6% | 1.189% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 933,273 | $37.70M | 0.1% | -3.0% | 5.983% | |
10/16/2024 | Vontobel Holding Ltd. | 52,483 | $2.12M | 0.0% | +4.9% | 0.336% | |
10/11/2024 | CX Institutional | 393,613 | $15.90M | 0.7% | +7.4% | 2.523% | |
10/2/2024 | Boltwood Capital Management | 5,150 | $208K | 0.1% | N/A | 0.033% | |
9/5/2024 | Sanctuary Advisors LLC | 6,496 | $264K | 0.0% | N/A | 0.042% | |
8/15/2024 | The Manufacturers Life Insurance Company | 74,411 | $2.81M | 0.0% | +11.4% | 0.477% | |
8/14/2024 | Marshall Wace LLP | 28,359 | $1.07M | 0.0% | N/A | 0.182% | |
8/14/2024 | Bank of Montreal Can | 24,437 | $947K | 0.0% | -20.4% | 0.157% | |
8/12/2024 | Sun Life Financial Inc. | 59,550 | $2.25M | 0.1% | -1.7% | 0.382% | |
8/8/2024 | Idaho Trust Bank | 54,813 | $2.07M | 1.1% | N/A | 0.351% | |
8/7/2024 | Headlands Technologies LLC | 688 | $26K | 0.0% | N/A | 0.004% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 712 | $27K | 0.0% | N/A | 0.005% | |
8/6/2024 | Mount Lucas Management LP | 17,329 | $655K | 0.2% | -5.9% | 0.111% | |
8/3/2024 | National Bank of Canada FI | 1,000 | $38K | 0.0% | N/A | 0.006% | |
8/2/2024 | Foundations Investment Advisors LLC | 22,458 | $848K | 0.0% | N/A | 0.144% | |
8/1/2024 | Rhumbline Advisers | 36,230 | $1.37M | 0.0% | +8.2% | 0.232% | |
Donald Trump is about to free crypto from its chains … (Ad) Sure enough, Bitcoin took off on the exact day Juan said it would.
It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .…
Now Juan believes it could hit $150,000 … or higher in 2025. There's another coin he thinks could do even better. |
7/31/2024 | Nilsine Partners LLC | 50,965 | $1.93M | 0.3% | +1.3% | 0.327% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 961,881 | $36.34M | 0.1% | -6.1% | 6.166% | |
7/26/2024 | Bank of New York Mellon Corp | 7,777 | $294K | 0.0% | +27.3% | 0.050% | |
7/26/2024 | Catalyst Capital Advisors LLC | 235,268 | $8.89M | 0.2% | +12.7% | 1.508% | |
7/25/2024 | Pictet North America Advisors SA | 184,380 | $6.97M | 0.8% | +186.5% | 1.182% | |
7/23/2024 | NewSquare Capital LLC | 32,812 | $1.24M | 0.1% | -8.4% | 0.210% | |
7/22/2024 | Legacy Capital Group California Inc. | 20,018 | $756K | 0.3% | +4.1% | 0.128% | |
7/20/2024 | Nisa Investment Advisors LLC | 17,325 | $655K | 0.0% | -2.0% | 0.111% | |
7/19/2024 | Donald L. Hagan LLC | 6,622 | $250K | 0.1% | N/A | 0.042% | |
7/11/2024 | CX Institutional | 366,476 | $13.85M | 0.6% | +1.2% | 2.349% | |