| 5/19/2025 | Jane Street Group LLC | 21,369 | $567K | 0.0% | -67.9% | 0.137% | |
| 5/14/2025 | Paces Ferry Wealth Advisors LLC | 517,369 | $13.73M | 6.8% | +42.9% | 3.306% | |
| 5/14/2025 | Flow Traders U.S. LLC | 67,964 | $1.80M | 0.1% | N/A | 0.434% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 196,903 | $5.23M | 0.0% | +279.4% | 1.258% | |
| 5/13/2025 | HighTower Advisors LLC | 17,556 | $466K | 0.0% | N/A | 0.112% | |
| 5/7/2025 | Financial Management Network Inc. | 29,565 | $717K | 0.1% | -17.8% | 0.189% | |
| 5/7/2025 | Wincap Financial LLC | 64,283 | $1.71M | 1.6% | +16.0% | 0.411% | |
| 5/7/2025 | LPL Financial LLC | 541,831 | $14.38M | 0.0% | -9.7% | 3.462% | |
| 5/6/2025 | Venturi Wealth Management LLC | 968,945 | $25.71M | 1.3% | +10.4% | 6.191% | |
| 5/6/2025 | Summit Asset Management LLC | 43,350 | $1.15M | 0.2% | +1.3% | 0.277% | |
Get the Latest News and Ratings for OSEA and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Harbor International Compounders ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 5/6/2025 | Ascension Capital Advisors Inc. | 35,369 | $939K | 0.4% | +1.0% | 0.228% | |
| 5/1/2025 | Riversedge Advisors LLC | 29,510 | $783K | 0.2% | -95.3% | 0.190% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 205,317 | $5.45M | 0.0% | +13.2% | 1.322% | |
| 4/29/2025 | World Investment Advisors | 242,080 | $6.42M | 0.2% | +11.6% | 1.559% | |
| 4/29/2025 | Strategic Blueprint LLC | 10,987 | $292K | 0.0% | +26.9% | 0.071% | |
| 4/28/2025 | Fiduciary Group LLC | 111,949 | $2.97M | 0.3% | +11.5% | 0.721% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,635 | $43K | 0.0% | N/A | 0.011% | |
| 4/23/2025 | Balance Wealth LLC | 70,166 | $1.86M | 1.2% | N/A | 0.452% | |
| 4/23/2025 | Archford Capital Strategies LLC | 207,722 | $5.51M | 0.8% | N/A | 1.338% | |
| 4/23/2025 | Embree Financial Group | 84,619 | $2.25M | 0.4% | +211.2% | 0.545% | |
| 4/22/2025 | Consolidated Planning Corp | 25,474 | $676K | 0.1% | +25.4% | 0.164% | |
| 4/22/2025 | FMA Wealth Management LLC | 172,528 | $4.64M | 3.6% | -1.7% | 1.111% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,039 | $717K | 0.0% | +133.1% | 0.174% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 8,900 | $236K | 0.1% | N/A | 0.057% | |
| 4/18/2025 | GSB Wealth Management LLC | 324,778 | $8.62M | 2.3% | +263.6% | 2.091% | |
| 4/18/2025 | San Luis Wealth Advisors LLC | 202,912 | $5.38M | 1.2% | +25.5% | 1.307% | |
| 4/15/2025 | Accurate Wealth Management LLC | 25,265 | $651K | 0.1% | N/A | 0.163% | |
| 4/11/2025 | AMI Investment Management Inc. | 509,360 | $13.52M | 4.4% | +13.3% | 3.435% | |
| 4/11/2025 | Annex Advisory Services LLC | 2,084,963 | $55.32M | 1.6% | +2,969.0% | 14.059% | |
| 4/10/2025 | KWB Wealth | 39,103 | $1.01M | 0.1% | +250.2% | 0.264% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 930,282 | $24.69M | 2.6% | +39.0% | 6.273% | |
| 4/9/2025 | Arlington Financial Advisors LLC | 792,066 | $21.02M | 3.7% | +10.3% | 5.341% | |
| 4/4/2025 | Moody National Bank Trust Division | 97,955 | $2.60M | 0.3% | +73.1% | 0.661% | |
| 3/14/2025 | Keystone Financial Services LLC | 15,584 | $403K | 0.4% | N/A | 0.127% | |
| 2/17/2025 | Studio Investment Management LLC | 14,356 | $371K | 0.1% | +6.1% | 0.310% | |
| 2/17/2025 | Citadel Advisors LLC | 28,685 | $742K | 0.0% | N/A | 0.620% | |
| 2/14/2025 | Jane Street Group LLC | 66,568 | $1.72M | 0.0% | -52.7% | 1.438% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 51,895 | $1.34M | 0.0% | -84.9% | 1.121% | |
| 2/14/2025 | Stifel Financial Corp | 14,967 | $387K | 0.0% | +3.9% | 0.323% | |
| 2/13/2025 | Synovus Financial Corp | 13,602 | $352K | 0.0% | +48.1% | 0.294% | |
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad) tock Market Panic: Trump Just Dropped a Bomb on Your Stocks
The market is in freefall—and Trump's new tariffs just lit the fuse.
Millions of investors are blindsided as stocks plunge… but this is only Phase 1.
If you're still holding the wrong assets, you could lose 30% or more in the coming weeks. Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow |
| 2/13/2025 | Raymond James Financial Inc. | 101,591 | $2.63M | 0.0% | N/A | 2.194% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 181,417 | $4.69M | 0.0% | +14.4% | 3.918% | |
| 2/12/2025 | World Investment Advisors | 216,961 | $5.61M | 0.2% | +13.0% | 4.686% | |
| 2/12/2025 | OLD Mission Capital LLC | 418,359 | $10.82M | 0.2% | N/A | 9.036% | |
| 2/11/2025 | Paces Ferry Wealth Advisors LLC | 361,998 | $9.36M | 4.5% | N/A | 7.819% | |
| 2/11/2025 | LPL Financial LLC | 599,950 | $15.51M | 0.0% | +52.2% | 12.958% | |
| 2/11/2025 | Runnymede Capital Advisors Inc. | 4,092 | $106K | 0.1% | N/A | 0.088% | |
| 2/11/2025 | Fiduciary Group LLC | 100,439 | $2.60M | 0.3% | +12.0% | 2.169% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 8,035 | $208K | 0.0% | N/A | 0.174% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,012 | $595K | 0.0% | -4.8% | 0.497% | |
| 2/6/2025 | Raymond James Financial Inc. | 101,591 | $2.63M | 0.0% | N/A | 2.194% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 59,900 | $1.55M | 0.0% | -8.7% | 1.294% | |
| 2/5/2025 | Ascension Capital Advisors Inc. | 35,003 | $905K | 0.4% | +29.2% | 0.756% | |
| 2/4/2025 | Summit Asset Management LLC | 42,800 | $1.11M | 0.2% | +9.9% | 0.924% | |
| 2/3/2025 | FMA Wealth Management LLC | 175,598 | $4.54M | 3.4% | +1.0% | 3.793% | |
| 2/3/2025 | Financial Management Network Inc. | 35,950 | $929K | 0.2% | -33.7% | 0.776% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 8,035 | $208K | 0.0% | N/A | 0.174% | |
| 1/31/2025 | Venturi Wealth Management LLC | 877,931 | $22.70M | 1.1% | +42.8% | 18.962% | |
| 1/31/2025 | Truist Financial Corp | 15,393 | $398K | 0.0% | +35.1% | 0.332% | |
| 1/30/2025 | Manchester Capital Management LLC | 3,656 | $95K | 0.0% | -90.0% | 0.079% | |
| 1/29/2025 | Consolidated Planning Corp | 20,314 | $525K | 0.1% | +138.9% | 0.439% | |
| 1/28/2025 | Arlington Financial Advisors LLC | 718,311 | $18.57M | 3.7% | -51.0% | 15.514% | |
| 1/27/2025 | Financial Advocates Investment Management | 73,021 | $1.89M | 0.1% | N/A | 1.577% | |
| 1/23/2025 | Strategic Blueprint LLC | 8,660 | $224K | 0.0% | N/A | 0.187% | |
| 1/21/2025 | Embree Financial Group | 27,195 | $703K | 0.1% | N/A | 0.587% | |
| 1/21/2025 | GSB Wealth Management LLC | 89,320 | $2.31M | 0.6% | N/A | 1.929% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 669,171 | $17.30M | 1.8% | -4.6% | 14.453% | |
| 1/16/2025 | AMI Investment Management Inc. | 449,490 | $11.62M | 3.8% | +9.0% | 9.708% | |
| 1/16/2025 | Annex Advisory Services LLC | 67,936 | $1.76M | 0.1% | N/A | 1.467% | |
| 1/15/2025 | Riversedge Advisors LLC | 628,285 | $16.24M | 3.7% | -0.4% | 13.570% | |
| 1/14/2025 | San Luis Wealth Advisors LLC | 161,623 | $4.18M | 0.8% | -0.9% | 3.491% | |
| 1/14/2025 | KWB Wealth | 11,165 | $289K | 0.0% | N/A | 0.241% | |
| 1/13/2025 | Moody National Bank Trust Division | 56,573 | $1.46M | 0.2% | N/A | 1.222% | |
| 11/25/2024 | Synovus Financial Corp | 9,186 | $266K | 0.0% | N/A | 0.198% | |
| 11/25/2024 | World Investment Advisors LLC | 191,996 | $5.55M | 0.1% | N/A | 4.147% | |
| 11/15/2024 | Jane Street Group LLC | 140,664 | $4.07M | 0.0% | +142.4% | 3.038% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 344,744 | $9.97M | 0.1% | +23.2% | 7.446% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 55,790 | $1.61M | 0.0% | +2.0% | 1.205% | |
| 11/13/2024 | Private Trust Co. NA | 1,000 | $29K | 0.0% | N/A | 0.022% | |
| 11/12/2024 | Studio Investment Management LLC | 13,527 | $391K | 0.1% | N/A | 0.292% | |
| 11/6/2024 | Summit Asset Management LLC | 38,942 | $1.13M | 0.2% | +53.5% | 0.841% | |
| 11/4/2024 | Venturi Wealth Management LLC | 615,009 | $17.79M | 0.9% | -2.7% | 13.283% | |
| 11/1/2024 | Nordwand Advisors LLC | 149,085 | $4.31M | 1.2% | N/A | 3.220% | |
| 10/31/2024 | Consolidated Planning Corp | 8,503 | $246K | 0.0% | N/A | 0.184% | |
| 10/31/2024 | Ascension Capital Advisors Inc. | 27,095 | $784K | 0.4% | +79.8% | 0.585% | |
| 10/30/2024 | Legacy CG LLC | 380,466 | $11.01M | 3.6% | +2.4% | 8.217% | |
| 10/24/2024 | Arkadios Wealth Advisors | 7,717 | $223K | 0.0% | N/A | 0.167% | |
| 10/23/2024 | Financial Management Network Inc. | 54,183 | $1.55M | 0.3% | +5.5% | 1.170% | |
| 10/16/2024 | Riversedge Advisors LLC | 630,672 | $18.25M | 4.1% | +20.7% | 13.621% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 701,249 | $20.29M | 2.2% | +40.4% | 15.146% | |
Oil Hits $74 - $100 Next? (Ad) Oil Jumps 8.5% on Middle East Crisis
Trump at Oil Fields
Oil surged 8.5% to $74/barrel after Israel's Iran strike - biggest jump since 2022. Experts predict $100+ oil if conflict spreads.
Don't chase volatile oil stocks. See Marc's safer alternative here |
| 10/15/2024 | FMA Wealth Management LLC | 173,884 | $5.03M | 3.7% | +20.6% | 3.756% | |
| 10/10/2024 | CRA Financial Services LLC | 16,227 | $469K | 0.1% | N/A | 0.350% | |
| 10/9/2024 | San Luis Wealth Advisors LLC | 163,103 | $4.72M | 1.0% | +10.4% | 3.523% | |
| 10/4/2024 | AMI Investment Management Inc. | 412,318 | $11.93M | 4.0% | +8.4% | 8.905% | |
| 8/8/2024 | Fiduciary Group LLC | 63,285 | $1.75M | 0.2% | +36.6% | 1.367% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 23,116 | $639K | 0.0% | +80.1% | 0.499% | |
| 7/27/2024 | Riversedge Advisors LLC | 522,505 | $14.45M | 3.5% | N/A | 11.285% | |
| 7/25/2024 | AMI Investment Management Inc. | 380,222 | $10.52M | 3.7% | N/A | 8.212% | |
| 7/23/2024 | Amplius Wealth Advisors LLC | 499,557 | $13.82M | 1.5% | N/A | 10.790% | |
| 7/22/2024 | Legacy CG LLC | 371,491 | $10.28M | 3.5% | +143.5% | 8.024% | |
