| 4/29/2024 | Newman Dignan & Sheerar Inc. | 3,094 | $4.10M | 1.1% | -3.8% | 0.001% | |
| 4/29/2024 | Sycomore Asset Management | 9,431 | $12.34M | 2.7% | -7.0% | 0.002% | |
| 4/29/2024 | Zweig DiMenna Associates LLC | 25,183 | $33.38M | 2.9% | +7.0% | 0.005% | |
| 4/29/2024 | Baxter Bros Inc. | 194 | $257K | 0.0% | N/A | 0.000% | |
| 4/27/2024 | Riverwater Partners LLC | 151 | $200K | 0.1% | N/A | 0.000% | |
| 4/27/2024 | Weatherly Asset Management L. P. | 383 | $507K | 0.0% | -2.5% | 0.000% | |
|
| 4/27/2024 | Phoenix Wealth Advisors | 2,408 | $3.19M | 1.9% | -16.5% | 0.001% | |
| 4/27/2024 | Hourglass Capital LLC | 3,020 | $4.00M | 1.2% | -22.4% | 0.001% | |
| 4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 405 | $537K | 0.1% | +15.7% | 0.000% | |
| 4/27/2024 | Conning Inc. | 30,868 | $40.84M | 1.3% | -13.3% | 0.007% | |
| 4/27/2024 | Foster Victor Wealth Advisors LLC | 12,278 | $16.97M | 1.5% | -1.8% | 0.003% | |
| 4/27/2024 | BayBridge Capital Group LLC | 308 | $377K | 0.3% | N/A | 0.000% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 66,923 | $88.70M | 1.4% | -6.3% | 0.014% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 530 | $702K | 0.4% | -8.0% | 0.000% | |
| 4/26/2024 | Securian Asset Management Inc. | 25,920 | $34.36M | 1.0% | -6.8% | 0.006% | |
| 4/26/2024 | Plan Group Financial LLC | 388 | $514K | 0.3% | +39.6% | 0.000% | |
| 4/26/2024 | Triasima Portfolio Management inc. | 1,452 | $1.92M | 0.2% | +2.0% | 0.000% | |
| 4/26/2024 | BLB&B Advisors LLC | 1,421 | $1.88M | 0.1% | +263.4% | 0.000% | |
| 4/26/2024 | UMB Bank n.a. | 56,179 | $74.46M | 1.2% | -0.9% | 0.012% | |
| 4/26/2024 | Cottonwood Capital Advisors LLC | 507 | $664K | 0.5% | -16.9% | 0.000% | |
| 4/26/2024 | Highview Capital Management LLC DE | 2,486 | $3.30M | 1.5% | +0.8% | 0.001% | |
| 4/26/2024 | Prestige Wealth Management Group LLC | 955 | $1.27M | 0.3% | -1.1% | 0.000% | |
| 4/26/2024 | Crestone Asset Management LLC | 338 | $448K | 0.1% | +11.2% | 0.000% | |
| 4/26/2024 | Northwest Bancshares Inc. | 662 | $877K | 0.1% | -1.3% | 0.000% | |
| 4/26/2024 | Renaissance Group LLC | 32,067 | $42.50M | 1.6% | -6.5% | 0.007% | |
| 4/26/2024 | Yousif Capital Management LLC | 58,670 | $77.76M | 0.9% | -3.5% | 0.013% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 11,689 | $15.49M | 2.9% | +0.1% | 0.003% | |
| 4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 2,402 | $3.18M | 1.3% | -19.7% | 0.001% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 933 | $1.24M | 0.1% | +8.1% | 0.000% | |
| 4/26/2024 | ZWJ Investment Counsel Inc. | 51,660 | $68.47M | 3.1% | -23.9% | 0.011% | |
| 4/26/2024 | Opus Capital Group LLC | 751 | $995K | 0.1% | -15.9% | 0.000% | |
| 4/26/2024 | First National Trust Co | 16,686 | $22.12M | 0.9% | +23.2% | 0.004% | |
| 4/26/2024 | Sage Rhino Capital LLC | 608 | $806K | 0.2% | -6.0% | 0.000% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 10,803 | $14.32M | 1.0% | -2.2% | 0.002% | |
| 4/26/2024 | Mitchell & Pahl Private Wealth LLC | 2,762 | $3.66M | 1.9% | -3.6% | 0.001% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 484 | $642K | 0.1% | +17.8% | 0.000% | |
| 4/26/2024 | Quantum Financial Advisors LLC | 1,093 | $1.45M | 0.3% | +29.7% | 0.000% | |
| 4/26/2024 | Members Trust Co | 218 | $289K | 0.0% | +21.8% | 0.000% | |
| 4/26/2024 | Legacy Bridge LLC | 2,987 | $3.96M | 2.3% | -7.8% | 0.001% | |
| 4/26/2024 | CloudAlpha Capital Management Limited Hong Kong | 31,700 | $42.02M | 5.0% | N/A | 0.007% | |
A new way to collect income from stocks (Ad) Most people think of BUYING options when they talk about options.
It’s how speculators leverage large sums of money hoping that a stock moves in the “right” direction over a certain period of time.
The problem is - they don’t always pay off when you buy them.
In fact, a contributing writer at the Financial Post studied options extensively…  Click here to see me place one of these trades LIVE on camera. |
| 4/26/2024 | Pacific Heights Asset Management LLC | 22,000 | $29.16M | 2.4% | -31.3% | 0.005% | |
| 4/26/2024 | SYSTM Wealth Solutions LLC | 4,907 | $6.50M | 0.8% | +2.4% | 0.001% | |
| 4/26/2024 | Sumitomo Life Insurance Co. | 5,842 | $7.74M | 0.2% | -3.7% | 0.001% | |
| 4/26/2024 | Pioneer Trust Bank N A OR | 163 | $216K | 0.1% | N/A | 0.000% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 24,214 | $32.09M | 0.7% | N/A | 0.005% | |
| 4/26/2024 | Carr Financial Group Corp | 443 | $588K | 0.2% | -4.9% | 0.000% | |
| 4/26/2024 | MONECO Advisors LLC | 1,458 | $1.93M | 0.3% | +3.7% | 0.000% | |
| 4/26/2024 | TI Trust Inc. | 1,391 | $1.84M | 1.4% | +22.6% | 0.000% | |
| 4/26/2024 | KG&L Capital Management LLC | 1,018 | $1.35M | 0.5% | -15.4% | 0.000% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 11,463 | $15.19M | 1.4% | -10.1% | 0.002% | |
| 4/26/2024 | Petredis Investment Advisors LLC | 5,696 | $7.55M | 0.9% | +3.6% | 0.001% | |
| 4/26/2024 | Emerald Advisors LLC | 855 | $1.13M | 0.2% | -8.8% | 0.000% | |
| 4/26/2024 | Financial Insights Inc. | 2,026 | $2.69M | 0.8% | +2.4% | 0.000% | |
| 4/26/2024 | Caliber Wealth Management LLC | 3,348 | $4.44M | 2.4% | -4.2% | 0.001% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 4,711 | $6.24M | 0.5% | +1.8% | 0.001% | |
| 4/26/2024 | Latitude Advisors LLC | 541 | $718K | 0.4% | +9.5% | 0.000% | |
| 4/26/2024 | Bogart Wealth LLC | 5,573 | $7.39M | 0.4% | +1,770.1% | 0.001% | |
| 4/25/2024 | Allworth Financial LP | 13,560 | $17.97M | 0.1% | +9.0% | 0.003% | |
| 4/25/2024 | Shaker Investments LLC OH | 5,320 | $7.05M | 3.0% | -16.5% | 0.001% | |
| 4/25/2024 | Q3 Asset Management | 511 | $678K | 0.2% | N/A | 0.000% | |
| 4/25/2024 | Jacobsen Capital Management | 746 | $989K | 0.5% | +1.2% | 0.000% | |
| 4/25/2024 | Lindbrook Capital LLC | 8,449 | $11.20M | 1.0% | -20.5% | 0.002% | |
| 4/25/2024 | New York State Teachers Retirement System | 445,701 | $590.74M | 1.2% | -2.6% | 0.096% | |
| 4/25/2024 | One Day In July LLC | 206 | $273K | 0.0% | +13.2% | 0.000% | |
| 4/25/2024 | Human Investing LLC | 3,023 | $4.01M | 0.8% | -5.5% | 0.001% | |
| 4/25/2024 | Center for Financial Planning Inc. | 1,029 | $1.36M | 0.2% | +1.8% | 0.000% | |
| 4/25/2024 | Inlet Private Wealth LLC | 524 | $695K | 0.2% | -12.5% | 0.000% | |
| 4/25/2024 | Adell Harriman & Carpenter Inc. | 56,793 | $75.28M | 6.2% | -2.0% | 0.012% | |
| 4/25/2024 | Ulland Investment Advisors LLC | 28 | $37K | 0.0% | N/A | 0.000% | |
| 4/25/2024 | Bank of New York Mellon Corp | 3,938,569 | $5.22B | 1.0% | -3.7% | 0.850% | |
| 4/25/2024 | Strategy Asset Managers LLC | 14,804 | $19.62M | 4.2% | -2.3% | 0.003% | |
| 4/25/2024 | Kinneret Advisory LLC | 3,482 | $4.62M | 0.5% | -0.3% | 0.001% | |
| 4/25/2024 | Osborne Partners Capital Management LLC | 651 | $863K | 0.1% | -5.1% | 0.000% | |
| 4/25/2024 | Bridges Investment Management Inc. | 9,914 | $13.14M | 0.4% | +12.1% | 0.002% | |
| 4/25/2024 | TNF LLC | 419 | $526K | 0.2% | -2.8% | 0.000% | |
| 4/25/2024 | Equitable Trust Co. | 3,114 | $4.13M | 0.3% | -14.2% | 0.001% | |
| 4/25/2024 | Schnieders Capital Management LLC | 722 | $957K | 0.2% | +18.2% | 0.000% | |
| 4/25/2024 | Smith Chas P & Associates PA Cpas | 490 | $650K | 0.0% | +66.1% | 0.000% | |
| 4/25/2024 | Glassy Mountain Advisors Inc. | 6,346 | $8.41M | 3.2% | -5.1% | 0.001% | |
| 4/25/2024 | BCM Advisors LLC | 2,589 | $3.25M | 0.8% | +2.5% | 0.001% | |
| 4/25/2024 | Advocate Group LLC | 3,008 | $3.99M | 0.8% | -14.3% | 0.001% | |
| 4/25/2024 | HTLF Bank | 7,963 | $10.55M | 1.2% | -23.3% | 0.002% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 4,171 | $5.53M | 0.6% | -0.5% | 0.001% | |
| 4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 256,324 | $339.73M | 1.2% | +11.8% | 0.055% | |
| 4/25/2024 | L.M. Kohn & Company | 511 | $678K | 0.2% | +2.8% | 0.000% | |
| 4/25/2024 | Center For Asset Management LLC | 1,146 | $1.52M | 1.2% | -14.4% | 0.000% | |
| 4/25/2024 | MTM Investment Management LLC | 1,771 | $2.35M | 1.0% | +3.5% | 0.000% | |
| 4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 86,099 | $114.12M | 1.3% | +2.4% | 0.019% | |
| 4/25/2024 | Aaron Wealth Advisors LLC | 1,399 | $1.85M | 0.3% | +64.0% | 0.000% | |
| 4/25/2024 | Eudaimonia Partners LLC | 1,845 | $2.45M | 0.6% | -2.9% | 0.000% | |
A new way to collect income from stocks (Ad) Most people think of BUYING options when they talk about options.
It’s how speculators leverage large sums of money hoping that a stock moves in the “right” direction over a certain period of time.
The problem is - they don’t always pay off when you buy them.
In fact, a contributing writer at the Financial Post studied options extensively… Click here to see me place one of these trades LIVE on camera. |
| 4/25/2024 | Valeo Financial Advisors LLC | 4,926 | $6.19M | 0.2% | +12.5% | 0.001% | |
| 4/25/2024 | Smallwood Wealth Investment Management LLC | 189 | $251K | 0.2% | N/A | 0.000% | |
| 4/25/2024 | Randolph Co Inc | 55,206 | $73.17M | 9.0% | -12.7% | 0.012% | |
| 4/25/2024 | Olistico Wealth LLC | 1,014 | $1.34M | 1.0% | -19.1% | 0.000% | |
| 4/25/2024 | Telos Capital Management Inc. | 430 | $570K | 0.1% | -4.4% | 0.000% | |
| 4/25/2024 | Argus Investors Counsel Inc. | 1,569 | $2.08M | 1.3% | -30.8% | 0.000% | |
| 4/25/2024 | Freedom Day Solutions LLC | 2,526 | $3.35M | 1.2% | -9.9% | 0.001% | |
| 4/25/2024 | Summit Financial LLC | 6,639 | $8.80M | 0.5% | -23.6% | 0.001% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 54,877 | $72.73M | 0.3% | -1.2% | 0.012% | |
| 4/24/2024 | Private Trust Co. NA | 4,329 | $5.74M | 0.6% | +0.3% | 0.001% | |
