5/16/2024 | B. Riley Wealth Advisors Inc. | 398,841 | $24.23M | 0.6% | +45.9% | 5.479% | |
5/8/2024 | Thoroughbred Financial Services LLC | 15,074 | $915K | 0.1% | -1.6% | 0.207% | |
5/7/2024 | Oppenheimer & Co. Inc. | 4,352 | $264K | 0.0% | N/A | 0.060% | |
5/6/2024 | Gill Capital Partners LLC | 70,260 | $4.05M | 1.6% | -9.5% | 0.965% | |
5/2/2024 | Mutual Advisors LLC | 53,532 | $3.25M | 0.1% | -16.5% | 0.735% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 124,086 | $7.24M | 1.3% | -1.3% | 1.704% | |
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4/25/2024 | Cambridge Investment Research Advisors Inc. | 80,669 | $4.90M | 0.0% | +8.8% | 1.108% | |
4/24/2024 | Leavell Investment Management Inc. | 20,846 | $1.27M | 0.1% | -17.4% | 0.286% | |
4/18/2024 | SeaCrest Wealth Management LLC | 9,714 | $590K | 0.1% | -29.5% | 0.133% | |
4/18/2024 | Diversified Trust Co | 4,800 | $292K | 0.0% | N/A | 0.066% | |
4/10/2024 | Legacy Private Trust Co. | 100,614 | $6.11M | 0.4% | -1.2% | 1.272% | |
4/5/2024 | Capital Market Strategies LLC | 20,886 | $1.27M | 1.0% | -7.6% | 0.264% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 273,319 | $14.97M | 0.4% | -31.5% | 3.455% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,138 | $227K | 0.0% | N/A | 0.052% | |
2/12/2024 | Stifel Financial Corp | 96,273 | $5.27M | 0.0% | +15.4% | 1.217% | |
2/9/2024 | Wells Fargo & Company MN | 294,953 | $16.16M | 0.0% | +14.5% | 3.729% | |
2/9/2024 | Thoroughbred Financial Services LLC | 15,314 | $838K | 0.1% | -3.5% | 0.194% | |
2/8/2024 | Apexium Financial LP | 132,890 | $7.28M | 0.5% | -21.8% | 1.680% | |
2/8/2024 | Pacific Sun Financial Corp | 3,900 | $214K | 0.1% | N/A | 0.049% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 3,690 | $202K | 0.0% | -25.3% | 0.047% | |
2/6/2024 | Axxcess Wealth Management LLC | 4,295 | $235K | 0.0% | -19.4% | 0.054% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 125,740 | $6.89M | 1.4% | -0.8% | 1.590% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 2,330 | $128K | 0.1% | N/A | 0.029% | |
1/29/2024 | Consolidated Portfolio Review Corp | 12,465 | $683K | 0.2% | -8.4% | 0.158% | |
1/26/2024 | Cerity Partners LLC | 29,414 | $1.61M | 0.0% | -3.2% | 0.372% | |
1/25/2024 | Mainstay Capital Management LLC ADV | 5,085 | $279K | 0.1% | -12.1% | 0.064% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,840 | $1.63M | 0.0% | +10.5% | 0.377% | |
1/16/2024 | Raymond James & Associates | 13,091 | $717K | 0.0% | +34.2% | 0.165% | |
1/12/2024 | Mutual Advisors LLC | 64,135 | $3.51M | 0.1% | -58.1% | 0.811% | |
1/11/2024 | Patten Group Inc. | 5,249 | $287K | 0.1% | -18.8% | 0.066% | |
1/9/2024 | Capital Asset Advisory Services LLC | 4,295 | $235K | 0.0% | -18.3% | 0.054% | |
1/8/2024 | Gill Capital Partners LLC | 77,633 | $4.25M | 1.8% | -7.9% | 0.981% | |
1/8/2024 | Capital Market Strategies LLC | 22,611 | $1.24M | 1.1% | -1.2% | 0.286% | |
1/5/2024 | WealthPLAN Partners LLC | 7,841 | $429K | 0.0% | -23.7% | 0.099% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 398,841 | $19.47M | 0.5% | +33.1% | 5.042% | |
11/15/2023 | WealthPlan Investment Management LLC | 10,281 | $502K | 0.1% | N/A | 0.130% | |
11/15/2023 | Axxcess Wealth Management LLC | 5,326 | $260K | 0.0% | N/A | 0.067% | |
11/14/2023 | Mutual Advisors LLC | 153,112 | $7.47M | 0.3% | +49.1% | 1.936% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 809,269 | $39.50M | 0.1% | -1.2% | 10.231% | |
11/13/2023 | Stifel Financial Corp | 83,419 | $4.07M | 0.0% | +3.4% | 1.055% | |
Next President (Not Trump. Not Biden.) (Ad) Do you want to see who I believe will be the next president of the U.S.A?
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11/13/2023 | LPL Financial LLC | 175,596 | $8.57M | 0.0% | +1.0% | 2.220% | |
11/13/2023 | Bison Wealth LLC | 11,131 | $543K | 0.1% | +2.8% | 0.141% | |
11/13/2023 | Clearstead Advisors LLC | 6,900 | $337K | 0.0% | +1,625.0% | 0.087% | |
11/13/2023 | Envestnet Asset Management Inc. | 172,264 | $8.41M | 0.0% | -1.4% | 2.178% | |
11/13/2023 | Kestra Advisory Services LLC | 12,598 | $615K | 0.0% | +10.4% | 0.159% | |
11/9/2023 | UBS Group AG | 56,154 | $2.74M | 0.0% | -37.7% | 0.710% | |
11/8/2023 | Oppenheimer & Co. Inc. | 4,474 | $218K | 0.0% | -15.2% | 0.057% | |
11/7/2023 | Merit Financial Group LLC | 12,715 | $621K | 0.0% | -21.0% | 0.161% | |
11/7/2023 | Clearstead Advisors LLC | 6,900 | $337K | 0.0% | +1,625.0% | 0.087% | |
11/2/2023 | WealthPlan Investment Management LLC | 10,281 | $502K | 0.1% | N/A | 0.130% | |
10/30/2023 | Navis Wealth Advisors LLC | 8,546 | $417K | 0.6% | +3.5% | 0.108% | |
10/25/2023 | Gill Capital Partners LLC | 84,283 | $4.11M | 1.8% | -4.7% | 1.066% | |
10/25/2023 | Apexium Financial LP | 169,878 | $8.29M | 0.8% | -5.1% | 2.148% | |
10/24/2023 | Bank of New York Mellon Corp | 155,607 | $7.60M | 0.0% | -5.4% | 1.967% | |
10/24/2023 | Raymond James & Associates | 9,758 | $476K | 0.0% | -5.1% | 0.123% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 74,272 | $3.63M | 0.0% | -1.9% | 0.939% | |
10/23/2023 | Commonwealth Equity Services LLC | 22,015 | $1.08M | 0.0% | -1.7% | 0.278% | |
10/18/2023 | Capital Market Strategies LLC | 22,878 | $1.10M | 0.9% | -1.7% | 0.289% | |
10/18/2023 | Capital Asset Advisory Services LLC | 5,260 | $262K | 0.0% | -7.5% | 0.066% | |
10/16/2023 | Leavell Investment Management Inc. | 25,246 | $1.23M | 0.1% | -3.1% | 0.319% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 4,939 | $241K | 0.0% | -6.8% | 0.062% | |
10/12/2023 | SeaCrest Wealth Management LLC | 13,858 | $676K | 0.1% | -2.7% | 0.175% | |
10/11/2023 | Legacy Private Trust Co. | 101,796 | $4.97M | 0.4% | -1.3% | 1.287% | |
10/11/2023 | AE Wealth Management LLC | 66,580 | $3.25M | 0.0% | +12.7% | 0.842% | |
9/12/2023 | Prosperity Financial Group Inc. | 12,203 | $623K | 0.5% | -1.9% | 0.154% | |
8/14/2023 | Apexium Financial LP | 178,967 | $9.13M | 0.8% | +21.2% | 2.263% | |
8/14/2023 | Bison Wealth LLC | 10,825 | $552K | 0.1% | N/A | 0.137% | |
8/14/2023 | Eqis Capital Management Inc. | 46,100 | $2.35M | 0.3% | -2.6% | 0.583% | |
8/11/2023 | Kayne Anderson Rudnick Investment Management LLC | 818,757 | $41.74M | 0.1% | -1.8% | 10.351% | |
8/11/2023 | Kestra Advisory Services LLC | 11,413 | $582K | 0.0% | -23.8% | 0.144% | |
8/10/2023 | Osaic Holdings Inc. | 97,392 | $4.97M | 0.0% | -1.2% | 1.231% | |
8/10/2023 | Cetera Advisor Networks LLC | 7,858 | $401K | 0.0% | -4.0% | 0.099% | |
8/4/2023 | Envestnet Asset Management Inc. | 174,683 | $8.91M | 0.0% | -21.1% | 1.999% | |
8/3/2023 | Thoroughbred Financial Services LLC | 15,695 | $800K | 0.1% | -9.8% | 0.180% | |
8/3/2023 | Bank of New York Mellon Corp | 164,416 | $8.39M | 0.0% | -5.5% | 1.881% | |
8/3/2023 | Oppenheimer & Co. Inc. | 5,274 | $269K | 0.0% | -9.4% | 0.060% | |
8/2/2023 | Capital Asset Advisory Services LLC | 5,687 | $295K | 0.0% | -7.5% | 0.065% | |
8/2/2023 | Bank of Montreal Can | 2,144 | $109K | 0.0% | N/A | 0.025% | |
8/1/2023 | Truist Financial Corp | 5,149 | $263K | 0.0% | -75.7% | 0.059% | |
8/1/2023 | Merit Financial Group LLC | 16,094 | $821K | 0.0% | -8.0% | 0.184% | |
7/31/2023 | LPL Financial LLC | 173,845 | $8.87M | 0.0% | -67.1% | 1.989% | |
7/31/2023 | Mutual Advisors LLC | 102,660 | $5.24M | 0.2% | +6.5% | 1.175% | |
7/28/2023 | Waterfront Wealth Inc. | 101,900 | $5.37M | 1.6% | +5.1% | 1.166% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 299,674 | $15.29M | 0.3% | -10.4% | 3.429% | |
7/27/2023 | J.W. Cole Advisors Inc. | 5,231 | $267K | 0.0% | -5.4% | 0.060% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 27,045 | $1.38M | 0.0% | +0.7% | 0.309% | |
7/25/2023 | Raymond James & Associates | 10,278 | $524K | 0.0% | -23.7% | 0.118% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 126,783 | $6.47M | 1.5% | N/A | 1.451% | |
7/19/2023 | Gill Capital Partners LLC | 88,469 | $4.51M | 1.9% | -4.5% | 1.012% | |
7/19/2023 | Leavell Investment Management Inc. | 26,058 | $1.33M | 0.1% | -1.5% | 0.298% | |
Next President (Not Trump. Not Biden.) (Ad) Do you want to see who I believe will be the next president of the U.S.A?
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7/14/2023 | SeaCrest Wealth Management LLC | 14,238 | $726K | 0.1% | +3.1% | 0.163% | |
7/13/2023 | RDA Financial Network | 4,449 | $227K | 0.1% | -9.4% | 0.051% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 75,724 | $3.86M | 0.0% | -2.8% | 0.866% | |
7/10/2023 | AE Wealth Management LLC | 59,092 | $3.02M | 0.0% | +6.7% | 0.676% | |
7/7/2023 | Legacy Private Trust Co. | 103,098 | $5.26M | 0.4% | -1.2% | 1.180% | |
7/6/2023 | Capital Market Strategies LLC | 23,278 | $1.19M | 1.1% | -2.5% | 0.266% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 334,289 | $15.94M | 0.4% | -13.6% | 3.825% | |
5/17/2023 | Apexium Financial LP | 147,657 | $7.04M | 0.7% | -19.2% | 1.689% | |
5/12/2023 | Capital Asset Advisory Services LLC | 6,145 | $293K | 0.0% | -38.9% | 0.067% | |
5/12/2023 | Capital Market Strategies LLC | 23,878 | $1.14M | 2.0% | -2.5% | 0.259% | |