5/24/2024 | Cetera Advisor Networks LLC | 494,483 | $28.72M | 0.1% | +2.5% | 0.142% | |
5/24/2024 | Cetera Advisors LLC | 760,084 | $44.14M | 0.3% | +22.9% | 0.219% | |
5/24/2024 | Cetera Investment Advisers | 1,302,815 | $75.65M | 0.2% | +558.0% | 0.375% | |
5/23/2024 | FSA Advisors Inc. | 4,639 | $269K | 0.3% | N/A | 0.001% | |
5/21/2024 | Atria Investments Inc | 27,577 | $1.60M | 0.0% | +3.6% | 0.008% | |
5/21/2024 | LRI Investments LLC | 11,365 | $660K | 0.1% | N/A | 0.003% | |
|
5/17/2024 | Jaffetilchin Investment Partners LLC | 18,648 | $1.08M | 0.1% | -77.2% | 0.005% | |
5/17/2024 | Pineridge Advisors LLC | 2,657 | $154K | 0.1% | -14.9% | 0.001% | |
5/17/2024 | Comerica Bank | 110,086 | $6.39M | 0.0% | -14.5% | 0.032% | |
5/17/2024 | Hancock Whitney Corp | 116,971 | $6.79M | 0.2% | +0.9% | 0.034% | |
5/16/2024 | Jane Street Group LLC | 209,337 | $12.16M | 0.0% | +2,760.2% | 0.060% | |
5/16/2024 | Slagle Financial LLC | 9,508 | $552K | 0.3% | -31.3% | 0.003% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 18,663 | $1.08M | 0.0% | +65.3% | 0.005% | |
5/16/2024 | Dynasty Wealth Management LLC | 457,188 | $26.55M | 0.8% | N/A | 0.132% | |
5/16/2024 | Iron Gate Global Advisors LLC | 22,017 | $1.27M | 0.2% | +25.9% | 0.006% | |
5/16/2024 | Waverly Advisors LLC | 22,943 | $1.33M | 0.0% | +8.6% | 0.007% | |
5/15/2024 | Transcendent Capital Group LLC | 47,243 | $2.74M | 1.5% | -24.7% | 0.014% | |
5/15/2024 | Flow Traders U.S. LLC | 60,196 | $3.50M | 0.2% | +439.7% | 0.017% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 27,795 | $1.61M | 0.2% | +461.5% | 0.008% | |
5/15/2024 | Manhattan West Asset Management LLC | 247,720 | $14.39M | 3.5% | +25.6% | 0.071% | |
5/15/2024 | BOKF NA | 116,372 | $6.72M | 0.1% | +0.6% | 0.033% | |
5/15/2024 | Shah Capital Management | 247,496 | $14.37M | 4.0% | +2.6% | 0.071% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 38,203 | $2.22M | 0.1% | -17.7% | 0.011% | |
5/15/2024 | Lazard Asset Management LLC | 192,573 | $11.18M | 0.0% | +2.4% | 0.055% | |
5/15/2024 | LRI Investments LLC | 11,365 | $656K | 0.1% | N/A | 0.003% | |
5/15/2024 | Quadrature Capital Ltd | 37,627 | $2.19M | 0.0% | N/A | 0.011% | |
5/14/2024 | Capital Group Private Client Services Inc. | 34,500 | $2.00M | 0.0% | -9.2% | 0.010% | |
5/14/2024 | Cadence Bank | 9,842 | $572K | 0.0% | -4.1% | 0.003% | |
5/14/2024 | Axxcess Wealth Management LLC | 88,121 | $5.12M | 0.1% | -6.7% | 0.025% | |
5/14/2024 | EP Wealth Advisors LLC | 9,804 | $569K | 0.0% | -1.8% | 0.003% | |
5/14/2024 | Element Pointe Advisors LLC | 173,586 | $10.08M | 2.5% | +8.1% | 0.050% | |
5/14/2024 | CreativeOne Wealth LLC | 40,176 | $2.33M | 0.1% | -18.2% | 0.012% | |
5/14/2024 | Northwest Wealth Management LLC | 260,565 | $15.13M | 4.1% | +7.0% | 0.075% | |
5/14/2024 | Herr Investment Group LLC | 488,608 | $28.37M | 7.4% | -3.3% | 0.141% | |
5/14/2024 | Lake Street Advisors Group LLC | 14,073 | $817K | 0.0% | N/A | 0.004% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 53,599 | $3.11M | 0.8% | -91.1% | 0.015% | |
5/13/2024 | PYA Waltman Capital LLC | 48,096 | $2.79M | 1.0% | -15.8% | 0.014% | |
5/13/2024 | Cedar Wealth Management LLC | 8,829 | $513K | 0.2% | -9.8% | 0.003% | |
5/13/2024 | Basso Capital Management L.P. | 39,725 | $2.31M | 2.2% | -4.4% | 0.011% | |
5/13/2024 | Ameritas Investment Partners Inc. | 13,170 | $765K | 0.0% | +7.2% | 0.004% | |
WARNING about the death of the U.S. dollar… (Ad) Where do you turn during times of economic uncertainty?
Many elites trust storing their wealth in gold (which has historically boomed when the dollar’s value has plummeted!) Get Colonial Metals' new Precious Metals Investment Guide. |
5/11/2024 | Lcnb Corp | 19,000 | $1.10M | 0.4% | +375.0% | 0.005% | |
5/11/2024 | Trustmark National Bank Trust Department | 86,215 | $5.01M | 0.4% | +95.7% | 0.025% | |
5/11/2024 | Davis R M Inc. | 31,684 | $1.84M | 0.0% | +7.2% | 0.009% | |
5/11/2024 | Peak Asset Management LLC | 196,978 | $11.44M | 2.3% | +8.8% | 0.057% | |
5/11/2024 | Beaumont Financial Advisors LLC | 25,144 | $1.46M | 0.1% | -5.4% | 0.007% | |
5/11/2024 | Continental Investors Services Inc. | 6,496 | $375K | 0.9% | +68.6% | 0.002% | |
5/10/2024 | Osaic Holdings Inc. | 769,413 | $44.68M | 0.1% | -18.1% | 0.221% | |
5/10/2024 | Vanguard Group Inc. | 236,069 | $13.71M | 0.0% | +12.2% | 0.068% | |
5/10/2024 | Viawealth LLC | 50,007 | $2.90M | 1.8% | -8.5% | 0.014% | |
5/10/2024 | JPMorgan Chase & Co. | 32,920,864 | $1.91B | 0.2% | -35.5% | 9.473% | |
5/10/2024 | Nicolet Advisory Services LLC | 129,253 | $7.47M | 0.8% | -7.3% | 0.037% | |
5/10/2024 | ARK & TLK Investments LLC | 161,226 | $9.36M | 3.0% | +15.6% | 0.046% | |
5/10/2024 | Motco | 1,387 | $81K | 0.0% | -39.5% | 0.000% | |
5/10/2024 | Truepoint Inc. | 88,744 | $5.15M | 0.1% | +68.7% | 0.026% | |
5/10/2024 | Nwam LLC | 38,287 | $2.22M | 0.2% | +1.8% | 0.011% | |
5/9/2024 | Kure Advisory LLC | 178,585 | $10.37M | 8.9% | +4.1% | 0.051% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 6,915 | $402K | 0.0% | +11.5% | 0.002% | |
5/9/2024 | ProVise Management Group LLC | 8,238 | $478K | 0.0% | -2.5% | 0.002% | |
5/9/2024 | Blair William & Co. IL | 28,981 | $1.68M | 0.0% | -5.4% | 0.008% | |
5/9/2024 | Orion Portfolio Solutions LLC | 188,117 | $10.92M | 0.1% | -33.4% | 0.054% | |
5/9/2024 | Delta Investment Management LLC | 440,737 | $25.59M | 5.8% | -10.9% | 0.127% | |
5/9/2024 | SageView Advisory Group LLC | 3,039 | $176K | 0.0% | -88.3% | 0.001% | |
5/9/2024 | Tradewinds LLC. | 3,722 | $217K | 0.2% | N/A | 0.001% | |
5/9/2024 | Angeles Wealth Management LLC | 127,360 | $7.40M | 0.7% | -10.7% | 0.037% | |
5/9/2024 | Portland Global Advisors LLC | 442,896 | $25.72M | 3.5% | +30.4% | 0.127% | |
5/9/2024 | Rogco LP | 177,226 | $10.29M | 4.2% | +6.4% | 0.051% | |
5/9/2024 | Koshinski Asset Management Inc. | 6,239 | $362K | 0.0% | N/A | 0.002% | |
5/8/2024 | Bleakley Financial Group LLC | 209,946 | $12.19M | 0.4% | -3.9% | 0.060% | |
5/8/2024 | Avantax Advisory Services Inc. | 49,985 | $2.90M | 0.0% | -12.8% | 0.014% | |
5/8/2024 | US Bancorp DE | 6,219 | $361K | 0.0% | -9.6% | 0.002% | |
5/8/2024 | Inspire Advisors LLC | 37,480 | $2.18M | 0.3% | -22.8% | 0.011% | |
5/7/2024 | Sfmg LLC | 7,172 | $416K | 0.0% | -8.7% | 0.002% | |
5/7/2024 | Abbrea Capital LLC | 31,099 | $1.81M | 0.2% | +502.1% | 0.009% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 73,455 | $4.27M | 0.9% | +9.5% | 0.021% | |
5/7/2024 | Concurrent Investment Advisors LLC | 6,323 | $367K | 0.0% | -13.0% | 0.002% | |
5/7/2024 | Montag A & Associates Inc. | 280,887 | $16.31M | 0.8% | -8.0% | 0.081% | |
5/7/2024 | Smithfield Trust Co | 1,714,213 | $99.53M | 5.3% | +6.6% | 0.493% | |
5/7/2024 | Facet Wealth Inc. | 449,041 | $25.92M | 0.9% | +21.5% | 0.129% | |
5/7/2024 | Allen Investment Management LLC | 280,168 | $16.27M | 0.2% | +1.7% | 0.081% | |
5/7/2024 | Windward Private Wealth Management Inc. | 50,518 | $2.93M | 1.2% | -16.9% | 0.015% | |
5/7/2024 | PFG Advisors | 20,833 | $1.21M | 0.1% | +1.7% | 0.006% | |
5/7/2024 | Oppenheimer & Co. Inc. | 78,462 | $4.56M | 0.1% | +4.9% | 0.023% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 850,502 | $49.39M | 1.5% | +2.5% | 0.245% | |
5/7/2024 | Insight 2811 Inc. | 810,979 | $47.09M | 24.2% | +3.4% | 0.233% | |
5/7/2024 | SG Americas Securities LLC | 12,101 | $703K | 0.0% | -43.9% | 0.003% | |
5/7/2024 | Empowered Funds LLC | 132,684 | $7.68M | 0.1% | +7.3% | 0.038% | |
5/7/2024 | Defender Capital LLC. | 968,975 | $56.27M | 19.1% | -10.5% | 0.279% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 60,684 | $3.52M | 0.0% | -29.0% | 0.017% | |
5/6/2024 | Manchester Capital Management LLC | 1,240 | $72K | 0.0% | +853.8% | 0.000% | |
5/6/2024 | Ruedi Wealth Management Inc. | 14,074 | $817K | 0.3% | -37.4% | 0.004% | |
WARNING about the death of the U.S. dollar… (Ad) Where do you turn during times of economic uncertainty?
Many elites trust storing their wealth in gold (which has historically boomed when the dollar’s value has plummeted!) Get Colonial Metals' new Precious Metals Investment Guide. |
5/6/2024 | Advisory Alpha LLC | 1,760,999 | $102.27M | 4.2% | +5.2% | 0.507% | |
5/4/2024 | R. W. Roge & Company Inc. | 41,939 | $2.44M | 1.5% | +1,107.9% | 0.012% | |
5/4/2024 | McClarren Financial Advisors Inc. | 59 | $30K | 0.0% | -93.1% | 0.000% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 6,666 | $388K | 0.2% | N/A | 0.002% | |
5/4/2024 | Gould Asset Management LLC CA | 342,793 | $19.91M | 4.8% | -3.8% | 0.099% | |
5/4/2024 | Valley Wealth Managers Inc. | 10,793 | $627K | 0.0% | +4.5% | 0.003% | |
5/4/2024 | One Degree Advisors Inc | 92,678 | $5.38M | 2.7% | +1.3% | 0.027% | |
5/4/2024 | Csenge Advisory Group | 7,240 | $420K | 0.0% | +17.3% | 0.002% | |
5/3/2024 | Embree Financial Group | 53,063 | $3.08M | 0.6% | -13.2% | 0.015% | |
5/3/2024 | TFB Advisors LLC | 5,081 | $292K | 0.1% | +15.0% | 0.001% | |