| 4/27/2024 | Weatherly Asset Management L. P. | 5,650 | $4.66M | 0.5% | +1.7% | 0.006% | |
| 4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 1,946 | $1.61M | 0.4% | -8.3% | 0.002% | |
| 4/27/2024 | Conning Inc. | 549 | $453K | 0.0% | -3.2% | 0.001% | |
| 4/26/2024 | Securian Asset Management Inc. | 5,609 | $4.63M | 0.1% | -6.3% | 0.006% | |
| 4/26/2024 | Triasima Portfolio Management inc. | 3,261 | $2.69M | 0.2% | +51.9% | 0.003% | |
| 4/26/2024 | UMB Bank n.a. | 65 | $54K | 0.0% | +30.0% | 0.000% | |
|
| 4/26/2024 | Prestige Wealth Management Group LLC | 1,148 | $947K | 0.2% | +6,277.8% | 0.001% | |
| 4/26/2024 | Yousif Capital Management LLC | 16,172 | $13.35M | 0.1% | -0.8% | 0.017% | |
| 4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 256 | $211K | 0.1% | -34.4% | 0.000% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 586 | $484K | 0.0% | -5.5% | 0.001% | |
| 4/26/2024 | First National Trust Co | 7,000 | $5.78M | 0.2% | +3.0% | 0.007% | |
| 4/26/2024 | Barton Investment Management | 38,444 | $31.73M | 3.8% | -2.8% | 0.041% | |
| 4/26/2024 | SYSTM Wealth Solutions LLC | 234 | $193K | 0.0% | +12.5% | 0.000% | |
| 4/26/2024 | Sumitomo Life Insurance Co. | 1,802 | $1.49M | 0.0% | -4.2% | 0.002% | |
| 4/26/2024 | First Personal Financial Services | 9,430 | $7.78M | 1.8% | +0.8% | 0.010% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 521 | $430K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 1,215 | $1.00M | 0.1% | +2.8% | 0.001% | |
| 4/25/2024 | Lindbrook Capital LLC | 487 | $402K | 0.0% | +3.0% | 0.001% | |
| 4/25/2024 | New York State Teachers Retirement System | 87,395 | $72.13M | 0.2% | -2.7% | 0.092% | |
| 4/25/2024 | Adell Harriman & Carpenter Inc. | 19,054 | $15.73M | 1.3% | +1.1% | 0.020% | |
| 4/25/2024 | Bank of New York Mellon Corp | 673,815 | $556.12M | 0.1% | -4.5% | 0.712% | |
| 4/25/2024 | Carmel Capital Partners LLC | 460 | $380K | 0.2% | +9.3% | 0.000% | |
| 4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 90,108 | $74.37M | 0.3% | -7.8% | 0.095% | |
| 4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 15,659 | $12.92M | 0.1% | +3.3% | 0.017% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 2,695 | $2.04M | 0.1% | +1.7% | 0.003% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 4,399 | $3.63M | 0.0% | +11.7% | 0.005% | |
| 4/24/2024 | CENTRAL TRUST Co | 202 | $167K | 0.0% | +24.7% | 0.000% | |
| 4/24/2024 | V Square Quantitative Management LLC | 1,939 | $1.60M | 0.3% | +24.7% | 0.002% | |
| 4/24/2024 | Pegasus Partners Ltd. | 265 | $219K | 0.0% | N/A | 0.000% | |
| 4/24/2024 | Adams Diversified Equity Fund Inc. | 19,500 | $16.09M | 0.6% | N/A | 0.021% | |
| 4/24/2024 | Dakota Wealth Management | 9,991 | $8.25M | 0.2% | +7.0% | 0.011% | |
| 4/24/2024 | Simplicity Wealth LLC | 3,498 | $2.89M | 0.1% | N/A | 0.004% | |
| 4/24/2024 | Childress Capital Advisors LLC | 366 | $302K | 0.1% | -10.9% | 0.000% | |
| 4/24/2024 | Avitas Wealth Management LLC | 1,422 | $1.17M | 0.2% | -1.5% | 0.002% | |
| 4/24/2024 | Spire Wealth Management | 8,197 | $6.77M | 0.3% | +1.3% | 0.009% | |
| 4/24/2024 | Solstein Capital LLC | 910 | $751K | 0.5% | -10.6% | 0.001% | |
| 4/24/2024 | Bar Harbor Wealth Management | 3,658 | $3.02M | 0.2% | +38.9% | 0.004% | |
| 4/24/2024 | Assenagon Asset Management S.A. | 3,205 | $2.65M | 0.0% | +0.5% | 0.003% | |
| 4/23/2024 | Platte River Wealth Advisors LLC | 801 | $661K | 0.2% | -29.6% | 0.001% | |
| 4/23/2024 | BSW Wealth Partners | 429 | $354K | 0.1% | -7.1% | 0.000% | |
His win rate puts Warren Buffett to shame… (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
And during our time together I pulled the covers of my investing system that’s delivered 779 winners and 43,509% total profits since November of 2015…
Without a single loss. Click here now for the full story. |
| 4/23/2024 | Global Retirement Partners LLC | 1,079 | $891K | 0.0% | +19.1% | 0.001% | |
| 4/23/2024 | Louisiana State Employees Retirement System | 5,500 | $4.54M | 0.1% | -3.5% | 0.006% | |
| 4/23/2024 | WASHINGTON TRUST Co | 22,736 | $18.77M | 0.7% | -1.0% | 0.024% | |
| 4/23/2024 | Venturi Wealth Management LLC | 1,232 | $1.02M | 0.1% | +22.1% | 0.001% | |
| 4/23/2024 | Rational Advisors LLC | 64 | $53K | 0.0% | N/A | 0.000% | |
| 4/23/2024 | Amalgamated Bank | 19,878 | $16.41M | 0.1% | -14.5% | 0.021% | |
| 4/23/2024 | Gradient Investments LLC | 12,550 | $10.36M | 0.2% | +4.4% | 0.013% | |
| 4/23/2024 | New Mexico Educational Retirement Board | 4,732 | $3.91M | 0.1% | -2.1% | 0.005% | |
| 4/23/2024 | Fifth Third Bancorp | 5,898 | $4.87M | 0.0% | -0.3% | 0.006% | |
| 4/23/2024 | Wesbanco Bank Inc. | 480 | $396K | 0.0% | +23.4% | 0.001% | |
| 4/23/2024 | Summit Trail Advisors LLC | 843 | $696K | 0.0% | +52.4% | 0.001% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 22,756 | $18.78M | 0.0% | -3.8% | 0.024% | |
| 4/23/2024 | Stonegate Investment Group LLC | 305 | $252K | 0.0% | -17.6% | 0.000% | |
| 4/23/2024 | Wendell David Associates Inc. | 676 | $558K | 0.1% | +7.6% | 0.001% | |
| 4/22/2024 | Kessler Investment Group LLC | 6,460 | $5.33M | 3.3% | +2.0% | 0.007% | |
| 4/22/2024 | Raymond James & Associates | 167,848 | $138.53M | 0.1% | -4.6% | 0.177% | |
| 4/22/2024 | Accordant Advisory Group Inc | 215 | $177K | 0.1% | N/A | 0.000% | |
| 4/22/2024 | Arthur M. Cohen & Associates LLC | 1,991 | $1.64M | 0.3% | -5.5% | 0.002% | |
| 4/22/2024 | IFM Investors Pty Ltd | 19,603 | $16.18M | 0.2% | +0.2% | 0.021% | |
| 4/19/2024 | Tran Capital Management L.P. | 40,191 | $33.17M | 3.7% | +85.4% | 0.042% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 3,423 | $2.83M | 0.2% | +10.7% | 0.004% | |
| 4/19/2024 | Norden Group LLC | 3,738 | $3.09M | 0.0% | N/A | 0.004% | |
| 4/19/2024 | Svenska Handelsbanken AB publ | 37,982 | $31.35M | 9.9% | N/A | 0.040% | |
| 4/19/2024 | State of Alaska Department of Revenue | 54,966 | $45.36M | 0.5% | +0.7% | 0.058% | |
| 4/19/2024 | Albion Financial Group UT | 947 | $782K | 0.1% | +14.2% | 0.001% | |
| 4/19/2024 | Valeo Financial Advisors LLC | 2,710 | $2.24M | 0.0% | +2.3% | 0.003% | |
| 4/19/2024 | Azzad Asset Management Inc. ADV | 3,923 | $3.24M | 0.4% | +11.5% | 0.004% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 448,990 | $370.57M | 0.3% | -0.8% | 0.475% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 515 | $425K | 0.1% | -3.2% | 0.001% | |
| 4/18/2024 | Naviter Wealth LLC | 6,789 | $5.60M | 0.9% | +2.8% | 0.007% | |
| 4/18/2024 | Shira Ridge Wealth Management | 994 | $820K | 0.5% | -2.3% | 0.001% | |
| 4/18/2024 | Iams Wealth Management LLC | 1,083 | $966K | 0.6% | N/A | 0.001% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 53,682 | $44.31M | 0.1% | -0.7% | 0.057% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 4,389 | $3.62M | 0.1% | -10.3% | 0.005% | |
| 4/18/2024 | Oak Thistle LLC | 423 | $349K | 0.3% | -17.2% | 0.000% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 9,470 | $7.82M | 0.2% | +1.1% | 0.010% | |
| 4/17/2024 | Founders Financial Securities LLC | 677 | $559K | 0.1% | +6.4% | 0.001% | |
| 4/17/2024 | Vicus Capital | 254 | $210K | 0.0% | N/A | 0.000% | |
| 4/17/2024 | Griffin Asset Management Inc. | 1,911 | $1.58M | 0.2% | -1.3% | 0.002% | |
| 4/16/2024 | OneAscent Financial Services LLC | 703 | $580K | 0.1% | +19.8% | 0.001% | |
| 4/16/2024 | S.E.E.D. Planning Group LLC | 2,178 | $1.80M | 0.7% | -5.2% | 0.002% | |
| 4/16/2024 | OneAscent Wealth Management LLC | 464 | $383K | 0.1% | +31.8% | 0.000% | |
| 4/16/2024 | Harbour Capital Advisors LLC | 2,990 | $2.37M | 0.6% | +13.3% | 0.003% | |
| 4/16/2024 | AMF Tjanstepension AB | 308,991 | $255.11M | 1.9% | +87.4% | 0.327% | |
| 4/16/2024 | Brookmont Capital Management | 3,506 | $2.89M | 1.5% | N/A | 0.004% | |
| 4/16/2024 | Courier Capital LLC | 3,043 | $2.51M | 0.2% | -3.3% | 0.003% | |
| 4/16/2024 | Overbrook Management Corp | 576 | $475K | 0.1% | N/A | 0.001% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 3,281 | $2.71M | 0.0% | -1.4% | 0.003% | |
| 4/15/2024 | Vert Asset Management LLC | 20,262 | $16.72M | 7.0% | +5.3% | 0.021% | |
| 4/15/2024 | GoalVest Advisory LLC | 92 | $76K | 0.0% | -14.0% | 0.000% | |
These AI trades triggered this morning (545% return) (Ad) If you think a market crash is possible in 2024, I don't know why you're not using this yet. Click Here To Get Your Free Copy |
| 4/15/2024 | Sunbelt Securities Inc. | 671 | $553K | 0.1% | +7,355.6% | 0.001% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 641 | $529K | 0.1% | -32.1% | 0.001% | |
| 4/15/2024 | Richelieu Gestion SA | 200 | $165K | 0.2% | +700.0% | 0.000% | |
| 4/15/2024 | Hazelview Securities Inc. | 48,820 | $39.06M | 7.4% | -13.0% | 0.052% | |
| 4/13/2024 | Sarasin & Partners LLP | 11,612 | $9.58M | 0.1% | -65.6% | 0.012% | |
| 4/12/2024 | Riverview Trust Co | 198 | $163K | 0.1% | N/A | 0.000% | |
| 4/12/2024 | Annex Advisory Services LLC | 507 | $419K | 0.0% | -87.7% | 0.001% | |
| 4/12/2024 | Gateway Investment Advisers LLC | 676 | $558K | 0.0% | -2.3% | 0.001% | |
| 4/12/2024 | Strong Tower Advisory Services | 568 | $454K | 0.2% | +7.6% | 0.001% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 587 | $484K | 0.0% | -8.1% | 0.001% | |
