5/11/2024 | Davis R M Inc. | 16,042 | $1.50M | 0.0% | +9.0% | 0.018% | |
5/11/2024 | Covestor Ltd | 1,489 | $139K | 0.1% | -11.6% | 0.002% | |
5/10/2024 | Capital Management Corp VA | 2,770 | $258K | 0.0% | -66.2% | 0.003% | |
5/10/2024 | Vanguard Group Inc. | 6,035,410 | $562.44M | 0.0% | -33.8% | 6.670% | |
5/10/2024 | Truepoint Inc. | 8,843 | $824K | 0.0% | -7.7% | 0.010% | |
5/9/2024 | Trillium Asset Management LLC | 8,446 | $787K | 0.0% | N/A | 0.009% | |
|
5/9/2024 | Leo Wealth LLC | 732,257 | $68.12M | 7.0% | +6.3% | 0.809% | |
5/9/2024 | Blair William & Co. IL | 29,798 | $2.78M | 0.0% | +1.8% | 0.033% | |
5/9/2024 | Landaas & Co. WI ADV | 6,079 | $567K | 0.2% | -5.1% | 0.007% | |
5/9/2024 | SageView Advisory Group LLC | 51,749 | $4.82M | 0.2% | -57.0% | 0.057% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,660 | $714K | 0.0% | N/A | 0.008% | |
5/8/2024 | Visa Foundation | 1,773,275 | $165.25M | 100.0% | -6.3% | 1.960% | |
5/8/2024 | Cozad Asset Management Inc. | 7,922 | $738K | 0.1% | -9.1% | 0.009% | |
5/8/2024 | Bell Investment Advisors Inc | 21,363 | $1.99M | 0.4% | -6.5% | 0.024% | |
5/8/2024 | Avantax Advisory Services Inc. | 2,783 | $259K | 0.0% | N/A | 0.003% | |
5/8/2024 | Trademark Financial Management LLC | 26,540 | $2.47M | 2.1% | -38.2% | 0.029% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 40,545 | $3.78M | 0.8% | +6.5% | 0.045% | |
5/7/2024 | Pecaut & CO. | 5,537 | $516K | 0.2% | -18.9% | 0.006% | |
5/7/2024 | Smithfield Trust Co | 10,038 | $937K | 0.0% | -3.3% | 0.011% | |
5/7/2024 | Facet Wealth Inc. | 320,900 | $29.39M | 1.0% | +0.1% | 0.355% | |
5/7/2024 | EQ LLC | 78,762 | $7.34M | 4.5% | +2.4% | 0.087% | |
5/4/2024 | McClarren Financial Advisors Inc. | 2,796 | $261K | 0.1% | -91.7% | 0.003% | |
5/4/2024 | Gould Asset Management LLC CA | 36,693 | $3.42M | 0.8% | +16.2% | 0.041% | |
5/3/2024 | Larson Financial Group LLC | 18,166 | $1.69M | 0.1% | -5.3% | 0.020% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 10,785 | $1.01M | 0.0% | +15.5% | 0.012% | |
5/2/2024 | Financial Counselors Inc. | 7,827 | $729K | 0.0% | +1.5% | 0.009% | |
5/2/2024 | Haverford Trust Co | 11,831 | $1.10M | 0.0% | +13.1% | 0.013% | |
5/2/2024 | Pittenger & Anderson Inc. | 833 | $78K | 0.0% | -48.4% | 0.001% | |
5/2/2024 | Thompson Davis & CO. Inc. | 8,424 | $785K | 0.5% | +57.6% | 0.009% | |
5/2/2024 | Choreo LLC | 32,520 | $3.03M | 0.1% | +0.9% | 0.036% | |
5/2/2024 | Presilium Private Wealth LLC | 7,641 | $712K | 0.2% | -7.3% | 0.008% | |
5/2/2024 | PDS Planning Inc | 4,289 | $400K | 0.0% | -39.3% | 0.005% | |
5/1/2024 | 5th Street Advisors LLC | 2,309 | $215K | 0.1% | -17.3% | 0.003% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 9,474 | $883K | 0.2% | -4.2% | 0.010% | |
5/1/2024 | Janney Montgomery Scott LLC | 31,004 | $2.89M | 0.0% | -15.8% | 0.034% | |
5/1/2024 | Mission Wealth Management LP | 35,691 | $3.33M | 0.1% | +112.6% | 0.039% | |
4/30/2024 | Private Advisor Group LLC | 15,107 | $1.41M | 0.0% | -18.9% | 0.017% | |
4/30/2024 | Fortis Group Advisors LLC | 680 | $63K | 0.0% | -50.0% | 0.001% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 791 | $74K | 0.0% | N/A | 0.001% | |
4/30/2024 | Caprock Group LLC | 184,283 | $17.17M | 1.0% | -0.8% | 0.204% | |
Biden Nomination CANCELED? (Ad) The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.”
Why is he all BUT guaranteed the Democratic nomination, in their words? I believe I have the terrifying answer right here. |
4/29/2024 | Commonwealth Equity Services LLC | 186,614 | $17.39M | 0.0% | -14.2% | 0.206% | |
4/29/2024 | RWA Wealth Partners LLC | 9,636 | $898K | 0.0% | -22.1% | 0.011% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 6,180 | $576K | 0.1% | +6.5% | 0.007% | |
4/26/2024 | Pinnacle Associates Ltd. | 4,825 | $450K | 0.0% | +3.3% | 0.005% | |
4/26/2024 | JNBA Financial Advisors | 11,754 | $1.10M | 0.1% | -14.2% | 0.013% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 6,997 | $652K | 0.1% | +17.1% | 0.008% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 8,656 | $807K | 0.0% | N/A | 0.010% | |
4/25/2024 | Lindbrook Capital LLC | 12,155 | $1.13M | 0.1% | -4.9% | 0.013% | |
4/25/2024 | One Day In July LLC | 137,021 | $12.77M | 1.7% | +3.0% | 0.151% | |
4/25/2024 | Human Investing LLC | 126,188 | $11.76M | 2.4% | +3.7% | 0.139% | |
4/25/2024 | Cascade Investment Advisors Inc. | 7,700 | $718K | 0.5% | -11.5% | 0.009% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 106,632 | $9.94M | 0.0% | +4.4% | 0.118% | |
4/25/2024 | Gordian Advisors LLC | 4,121 | $384K | 0.4% | +14.1% | 0.005% | |
4/24/2024 | Pegasus Partners Ltd. | 14,083 | $1.31M | 0.1% | +4.3% | 0.016% | |
4/24/2024 | Gemmer Asset Management LLC | 103,520 | $9.65M | 1.1% | +11.9% | 0.114% | |
4/23/2024 | Bell Bank | 19,465 | $1.81M | 0.2% | -3.2% | 0.022% | |
4/23/2024 | Truefg LLC | 9,555 | $890K | 0.3% | -2.8% | 0.011% | |
4/23/2024 | Charter Oak Capital Management LLC | 53,791 | $5.01M | 0.5% | -0.6% | 0.059% | |
4/23/2024 | BSW Wealth Partners | 73,648 | $6.86M | 1.2% | -6.6% | 0.081% | |
4/23/2024 | Arbor Investment Advisors LLC | 12,832 | $1.20M | 0.2% | +8.0% | 0.014% | |
4/23/2024 | Regatta Capital Group LLC | 118,748 | $11.07M | 2.5% | +99.2% | 0.131% | |
4/23/2024 | Hanson & Doremus Investment Management | 204,325 | $19.04M | 3.1% | +9.1% | 0.226% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 216,036 | $20.13M | 0.0% | +6.7% | 0.239% | |
4/22/2024 | Confluence Wealth Services Inc. | 4,403 | $410K | 0.0% | +51.1% | 0.005% | |
4/22/2024 | Johnson Bixby & Associates LLC | 19,902 | $1.86M | 0.3% | +7.4% | 0.022% | |
4/22/2024 | PFG Investments LLC | 14,082 | $1.31M | 0.1% | N/A | 0.016% | |
4/22/2024 | Laurel Wealth Planning LLC | 16,411 | $1.53M | 1.0% | -25.3% | 0.018% | |
4/22/2024 | Parsons Capital Management Inc. RI | 3,280 | $306K | 0.0% | +6.5% | 0.004% | |
4/22/2024 | Raymond James & Associates | 236,318 | $22.02M | 0.0% | +7.0% | 0.261% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 10,200 | $951K | 0.0% | -12.8% | 0.011% | |
4/19/2024 | Everett Harris & Co. CA | 16,000 | $1.49M | 0.0% | +77.8% | 0.018% | |
4/19/2024 | Level Financial Advisors | 4,586 | $427K | 0.2% | -10.7% | 0.005% | |
4/19/2024 | Cornerstone Wealth Management LLC | 21,385 | $1.99M | 0.2% | +1.5% | 0.024% | |
4/19/2024 | Platt Investment Counsel LLC | 395,419 | $36.85M | 35.1% | -1.9% | 0.437% | |
4/19/2024 | Albion Financial Group UT | 1,975 | $184K | 0.0% | -78.2% | 0.002% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 16,899 | $1.58M | 0.4% | -1.4% | 0.019% | |
4/18/2024 | LifeGuide Financial Advisors LLC | 111,814 | $10.42M | 5.3% | +4.7% | 0.124% | |
4/18/2024 | Skyline Advisors Inc. | 122,338 | $11.40M | 5.1% | -0.6% | 0.135% | |
4/18/2024 | Compass Ion Advisors LLC | 6,293 | $586K | 0.1% | +2.2% | 0.007% | |
4/17/2024 | Stephens Consulting LLC | 39,513 | $3.68M | 1.1% | +1.2% | 0.044% | |
4/17/2024 | Coston McIsaac & Partners | 5,085 | $473K | 0.2% | +10.3% | 0.006% | |
4/16/2024 | Dohj LLC | 129,103 | $12.03M | 3.2% | +6.0% | 0.143% | |
4/16/2024 | Towerpoint Wealth LLC | 2,569 | $239K | 0.1% | -15.6% | 0.003% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 13,994 | $1.30M | 0.0% | -3.0% | 0.015% | |
4/15/2024 | Orgel Wealth Management LLC | 234,701 | $21.87M | 0.6% | -2.3% | 0.259% | |
4/15/2024 | Brookstone Capital Management | 6,779 | $632K | 0.0% | +9.5% | 0.008% | |
4/13/2024 | Affinity Capital Advisors LLC | 63,725 | $5.94M | 1.3% | -21.5% | 0.074% | |
4/12/2024 | CGN Advisors LLC | 27,899 | $2.60M | 0.3% | +0.6% | 0.033% | |
4/12/2024 | Cherrydale Wealth Management LLC | 14,239 | $1.33M | 0.6% | +8.1% | 0.017% | |
4/11/2024 | Single Point Partners LLC | 2,684 | $250K | 0.1% | N/A | 0.003% | |
[Webinar] A Deep Dive into Options Volatility: Skew & Relative Value (Ad) Join us for an exploration of essential volatility concepts in our "Volatility Fundamentals II: Skew & Relative Value" session.
OIC® instructor Ken Keating will guide you through important topics that options investors should understand.
Click here to register now (5/15 Webinar) |
4/11/2024 | Market Street Wealth Management Advisors LLC | 4,437 | $413K | 0.1% | -15.2% | 0.005% | |
4/11/2024 | Selective Wealth Management Inc. | 9,335 | $851K | 0.4% | +88.7% | 0.011% | |
4/11/2024 | RFG Advisory LLC | 16,189 | $1.51M | 0.1% | -9.4% | 0.019% | |
4/11/2024 | Boston Standard Wealth Management LLC | 67,037 | $6.25M | 1.4% | -2.7% | 0.078% | |
4/10/2024 | Buckingham Capital Management Inc. | 2,748 | $256K | 0.0% | +8.1% | 0.003% | |
4/10/2024 | LexAurum Advisors LLC | 4,794 | $447K | 0.1% | +16.0% | 0.006% | |
4/10/2024 | Apella Capital LLC | 104,742 | $9.65M | 0.5% | -8.0% | 0.122% | |
4/10/2024 | Abacus Wealth Partners LLC | 2,252 | $210K | 0.0% | N/A | 0.003% | |
4/10/2024 | Clearview Wealth Advisors LLC | 10,247 | $955K | 1.0% | -13.3% | 0.012% | |
4/9/2024 | Monterey Private Wealth Inc. | 43,994 | $4.10M | 1.6% | -0.4% | 0.051% | |