5/14/2024 | Atalanta Sosnoff Capital LLC | 413,376 | $40.32M | 0.9% | N/A | 0.031% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 8,590 | $838K | 0.1% | -6.7% | 0.001% | |
5/14/2024 | Cadence Bank | 144,565 | $14.10M | 1.0% | +1.4% | 0.011% | |
5/14/2024 | Rodgers Brothers Inc. | 5,188 | $506K | 0.1% | +7.3% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 157,485 | $15.36M | 0.3% | +1.4% | 0.012% | |
5/14/2024 | Axxcess Wealth Management LLC | 77,339 | $7.54M | 0.2% | +11.8% | 0.006% | |
|
5/14/2024 | EP Wealth Advisors LLC | 527,885 | $51.49M | 0.6% | +4.6% | 0.040% | |
5/14/2024 | Freestone Capital Holdings LLC | 58,982 | $5.75M | 0.2% | +12.4% | 0.004% | |
5/14/2024 | CreativeOne Wealth LLC | 18,858 | $1.84M | 0.1% | +178.1% | 0.001% | |
5/14/2024 | Delap Wealth Advisory LLC | 3,820 | $373K | 0.2% | +35.9% | 0.000% | |
5/14/2024 | EntryPoint Capital LLC | 1,361 | $133K | 0.1% | +46.0% | 0.000% | |
5/14/2024 | Vident Advisory LLC | 132,515 | $12.92M | 0.3% | +132.2% | 0.010% | |
5/14/2024 | Fayez Sarofim & Co | 2,356,425 | $229.82M | 0.7% | +0.3% | 0.177% | |
5/14/2024 | Shell Asset Management Co. | 24,111 | $2.35M | 0.1% | -32.5% | 0.002% | |
5/14/2024 | Mattern Capital Management LLC | 5,844 | $570K | 0.1% | -71.8% | 0.000% | |
5/14/2024 | Crewe Advisors LLC | 6,047 | $590K | 0.1% | N/A | 0.000% | |
5/14/2024 | Evermay Wealth Management LLC | 10,541 | $1.03M | 0.2% | +4.0% | 0.001% | |
5/14/2024 | Titan Global Capital Management USA LLC | 35,535 | $3.47M | 0.5% | -4.8% | 0.003% | |
5/14/2024 | Natixis Investment Managers International | 48,850 | $4.76M | 0.3% | +2.0% | 0.004% | |
5/14/2024 | InterOcean Capital Group LLC | 10,369 | $1.01M | 0.0% | +1.5% | 0.001% | |
5/14/2024 | Pitcairn Co. | 25,605 | $2.50M | 0.2% | +6.3% | 0.002% | |
5/14/2024 | Puzo Michael J | 93,327 | $9.10M | 2.5% | +7.8% | 0.007% | |
5/14/2024 | Owen LaRue LLC | 2,979 | $291K | 0.2% | -5.0% | 0.000% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 616,008 | $60.19M | 0.1% | -3.4% | 0.046% | |
5/14/2024 | American International Group Inc. | 336,060 | $32.78M | 0.1% | -8.0% | 0.025% | |
5/14/2024 | Vaughan David Investments LLC IL | 2,156 | $210K | 0.0% | N/A | 0.000% | |
5/14/2024 | Twin Capital Management Inc. | 9,869 | $963K | 0.1% | +99.1% | 0.001% | |
5/14/2024 | Lake Street Advisors Group LLC | 10,624 | $1.04M | 0.0% | +59.2% | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 86,243 | $8.41M | 0.0% | +1.4% | 0.006% | |
5/13/2024 | Delta Asset Management LLC TN | 131,296 | $12.81M | 1.1% | -0.5% | 0.010% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 2,333 | $228K | 0.1% | -18.2% | 0.000% | |
5/13/2024 | Paragon Capital Management LLC | 3,154 | $308K | 0.2% | +10.2% | 0.000% | |
5/13/2024 | UniSuper Management Pty Ltd | 642,011 | $62.62M | 0.6% | +3.0% | 0.048% | |
5/13/2024 | Clearbridge Investments LLC | 10,938,655 | $1.07B | 0.8% | +2.0% | 0.823% | |
5/13/2024 | Cedar Wealth Management LLC | 1,011 | $99K | 0.0% | +42.2% | 0.000% | |
5/13/2024 | Invesco LLC | 17,488 | $1.71M | 0.7% | -1.6% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 175,682 | $17.13M | 0.2% | +126.9% | 0.013% | |
5/13/2024 | Ameritas Investment Partners Inc. | 14,352 | $1.40M | 0.0% | -10.2% | 0.001% | |
5/13/2024 | Rockport Wealth LLC | 17,661 | $1.72M | 0.6% | N/A | 0.001% | |
5/13/2024 | PAX Financial Group LLC | 7,126 | $695K | 0.1% | +2.6% | 0.001% | |
HUGE BUY ALERT: Move Fast, Musk... (Ad) I recently traveled to Phoenix, Arizona...And based on what I saw out there, I'm prepared to put my reputation on the line.
Since 2018, my investment recommendations have averaged 115% per year.
But one investment I've just discovered could blow them all away. You won't believe what I saw in Phoenix. |
5/13/2024 | Penobscot Investment Management Company Inc. | 40,342 | $3.94M | 0.4% | -3.4% | 0.003% | |
5/11/2024 | Spreng Capital Management Inc. | 2,233 | $218K | 0.1% | N/A | 0.000% | |
5/11/2024 | Bahl & Gaynor Inc. | 817,778 | $79.76M | 0.4% | -26.6% | 0.062% | |
5/11/2024 | Lcnb Corp | 7,208 | $703K | 0.3% | +2.0% | 0.001% | |
5/11/2024 | Trustmark National Bank Trust Department | 6,654 | $649K | 0.1% | +35.5% | 0.001% | |
5/11/2024 | Davis R M Inc. | 393,478 | $38.38M | 0.8% | +3.7% | 0.030% | |
5/11/2024 | Covestor Ltd | 950 | $93K | 0.1% | -58.8% | 0.000% | |
5/11/2024 | Peak Asset Management LLC | 135,993 | $13.26M | 2.6% | +1.1% | 0.010% | |
5/11/2024 | Beaumont Financial Advisors LLC | 11,571 | $1.13M | 0.1% | +16.4% | 0.001% | |
5/11/2024 | Catalytic Wealth RIA LLC | 14,174 | $1.38M | 0.3% | +4.2% | 0.001% | |
5/11/2024 | Mark Sheptoff Financial Planning LLC | 25,572 | $2.49M | 1.4% | +14.1% | 0.002% | |
5/11/2024 | Edgestream Partners L.P. | 3,336 | $325K | 0.0% | N/A | 0.000% | |
5/11/2024 | Chiron Capital Management LLC | 12,922 | $1.26M | 1.1% | -32.2% | 0.001% | |
5/11/2024 | Patten & Patten Inc. TN | 159,671 | $15.57M | 1.1% | +0.3% | 0.012% | |
5/10/2024 | Ontario Teachers Pension Plan Board | 22,179 | $2.16M | 0.0% | -3.4% | 0.002% | |
5/10/2024 | Osaic Holdings Inc. | 554,452 | $54.10M | 0.1% | -15.2% | 0.042% | |
5/10/2024 | Acadian Asset Management LLC | 1,345 | $131K | 0.0% | -68.5% | 0.000% | |
5/10/2024 | South Street Advisors LLC | 83,222 | $8.12M | 1.3% | +6.7% | 0.006% | |
5/10/2024 | TIAA Trust National Association | 114,544 | $11.17M | 0.0% | -0.5% | 0.009% | |
5/10/2024 | Vanguard Group Inc. | 115,778,640 | $11.29B | 0.2% | -6.6% | 8.708% | |
5/10/2024 | Alera Investment Advisors LLC | 2,705 | $264K | 0.0% | +7.6% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 88,800 | $8.66M | 0.4% | -12.7% | 0.007% | |
5/10/2024 | Spirepoint Private Client LLC | 5,111 | $498K | 0.1% | N/A | 0.000% | |
5/10/2024 | Intech Investment Management LLC | 25,469 | $2.48M | 0.0% | -3.2% | 0.002% | |
5/10/2024 | Nicolet Advisory Services LLC | 9,380 | $953K | 0.1% | +6.0% | 0.001% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 762,040 | $74.32M | 0.2% | -7.0% | 0.057% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 8,630 | $842K | 0.1% | +1.7% | 0.001% | |
5/10/2024 | First Foundation Advisors | 10,396 | $1.01M | 0.0% | -2.3% | 0.001% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 65,258 | $6.37M | 1.0% | +19.5% | 0.005% | |
5/10/2024 | Tocqueville Asset Management L.P. | 342,323 | $33.39M | 0.5% | -0.4% | 0.026% | |
5/10/2024 | Motco | 1,475 | $144K | 0.0% | +7.2% | 0.000% | |
5/10/2024 | Fidelity National Financial Inc. | 100,000 | $9.75M | 0.2% | +100.0% | 0.008% | |
5/10/2024 | TCTC Holdings LLC | 93,540 | $9.12M | 0.3% | +0.2% | 0.007% | |
5/10/2024 | 1ST Source Bank | 24,889 | $2.43M | 0.1% | -1.9% | 0.002% | |
5/10/2024 | Wintrust Investments LLC | 34,067 | $3.32M | 0.3% | -1.2% | 0.003% | |
5/10/2024 | Nwam LLC | 26,216 | $2.70M | 0.2% | -13.6% | 0.002% | |
5/10/2024 | Trust Investment Advisors | 14,950 | $1.46M | 1.1% | -2.1% | 0.001% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 15,164 | $1.48M | 0.1% | -35.0% | 0.001% | |
5/9/2024 | ProVise Management Group LLC | 59,269 | $5.78M | 0.5% | +5.3% | 0.004% | |
5/9/2024 | Leo Wealth LLC | 4,786 | $468K | 0.0% | +14.2% | 0.000% | |
5/9/2024 | Private Portfolio Partners LLC | 7,866 | $767K | 0.2% | -17.1% | 0.001% | |
5/9/2024 | Orion Portfolio Solutions LLC | 131,854 | $12.86M | 0.1% | -12.9% | 0.010% | |
5/9/2024 | Blair William & Co. IL | 212,018 | $20.68M | 0.1% | -10.2% | 0.016% | |
5/9/2024 | HBK Sorce Advisory LLC | 49,395 | $4.82M | 0.2% | +4.8% | 0.004% | |
5/9/2024 | Kingsview Wealth Management LLC | 26,354 | $2.57M | 0.1% | +1.6% | 0.002% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 98,848 | $9.64M | 0.4% | -3.6% | 0.007% | |
5/9/2024 | Ledyard National Bank | 15,974 | $1.56M | 0.2% | -1.0% | 0.001% | |
5/9/2024 | TBH Global Asset Management LLC | 15,912 | $1.55M | 0.3% | +12.7% | 0.001% | |
5/9/2024 | SageView Advisory Group LLC | 576 | $56K | 0.0% | -96.5% | 0.000% | |
5/9/2024 | D Orazio & Associates Inc. | 2,503 | $244K | 0.0% | N/A | 0.000% | |
HUGE BUY ALERT: Move Fast, Musk... (Ad) I recently traveled to Phoenix, Arizona...And based on what I saw out there, I'm prepared to put my reputation on the line.
Since 2018, my investment recommendations have averaged 115% per year.
But one investment I've just discovered could blow them all away. You won't believe what I saw in Phoenix. |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 1,665,260 | $162.41M | 0.2% | +14.9% | 0.125% | |
5/9/2024 | Tradewinds LLC. | 3,034 | $296K | 0.3% | N/A | 0.000% | |
5/9/2024 | Souders Financial Advisors | 36,647 | $3.57M | 0.6% | +7.2% | 0.003% | |
5/9/2024 | Foundry Partners LLC | 102,011 | $9.95M | 0.5% | +3.3% | 0.008% | |
5/9/2024 | Monetta Financial Services Inc. | 9,000 | $878K | 0.8% | N/A | 0.001% | |
5/9/2024 | Angeles Wealth Management LLC | 7,695 | $750K | 0.1% | +16.6% | 0.001% | |
5/9/2024 | State Board of Administration of Florida Retirement System | 1,603,404 | $157.02M | 0.3% | +2.2% | 0.121% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 64,670 | $6.31M | 1.3% | +0.9% | 0.005% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,487 | $730K | 0.0% | N/A | 0.001% | |
5/8/2024 | Berkshire Money Management Inc. | 3,983 | $388K | 0.0% | N/A | 0.000% | |