5/9/2024 | Dearborn Partners LLC | 3,527 | $152K | 0.0% | N/A | 0.051% | |
4/30/2024 | Private Advisor Group LLC | 23,777 | $1.03M | 0.0% | -11.7% | 0.345% | |
4/29/2024 | Commonwealth Equity Services LLC | 34,774 | $1.50M | 0.0% | -7.8% | 0.504% | |
4/26/2024 | YHB Investment Advisors Inc. | 16,659 | $718K | 0.1% | +22.0% | 0.241% | |
4/23/2024 | Community Financial Services Group LLC | 4,876 | $210K | 0.0% | N/A | 0.071% | |
3/4/2024 | Vima LLC | 6,453 | $255K | 0.6% | N/A | 0.093% | |
|
2/26/2024 | Virtu Financial LLC | 12,356 | $488K | 0.0% | +98.8% | 0.178% | |
2/13/2024 | 1832 Asset Management L.P. | 391,571 | $15.48M | 0.0% | -3.6% | 5.634% | |
2/13/2024 | Holderness Investments Co. | 19,098 | $755K | 0.2% | N/A | 0.275% | |
2/10/2024 | Linscomb & Williams Inc. | 22,311 | $882K | 0.0% | -6.0% | 0.321% | |
2/6/2024 | Private Advisor Group LLC | 26,919 | $1.06M | 0.0% | +20.8% | 0.387% | |
2/6/2024 | Ifrah Financial Services Inc. | 6,558 | $259K | 0.1% | -5.2% | 0.094% | |
2/6/2024 | Millburn Ridgefield Corp | 679 | $27K | 0.0% | +329.7% | 0.010% | |
1/30/2024 | Elmwood Wealth Management Inc. | 16,485 | $652K | 0.5% | -57.8% | 0.234% | |
1/29/2024 | Money Design Co. Ltd. | 240,715 | $9.52M | 0.5% | -28.0% | 3.414% | |
1/26/2024 | Geneos Wealth Management Inc. | 3,194 | $126K | 0.0% | -19.5% | 0.045% | |
1/25/2024 | International Assets Investment Management LLC | 15,642 | $618K | 0.0% | N/A | 0.220% | |
1/24/2024 | International Assets Investment Management LLC | 15,642 | $618K | 0.0% | N/A | 0.220% | |
1/19/2024 | AdvisorNet Financial Inc | 1,600 | $63K | 0.0% | +33.3% | 0.023% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,147 | $480K | 0.0% | -14.6% | 0.171% | |
1/16/2024 | Raymond James & Associates | 8,200 | $324K | 0.0% | -6.8% | 0.115% | |
12/6/2023 | Citigroup Inc. | 18,279 | $617K | 0.0% | +25.5% | 0.249% | |
11/16/2023 | Elmwood Wealth Management Inc. | 39,110 | $1.32M | 0.6% | -1.1% | 0.532% | |
11/13/2023 | CI Investments Inc. | 8,782 | $297K | 0.0% | +11.4% | 0.119% | |
11/9/2023 | Citigroup Inc. | 18,279 | $617K | 0.0% | +25.5% | 0.249% | |
11/9/2023 | Blair William & Co. IL | 3,484 | $118K | 0.0% | -14.2% | 0.047% | |
11/9/2023 | UBS Group AG | 83,543 | $2.82M | 0.0% | -1.7% | 1.137% | |
11/8/2023 | Aptus Capital Advisors LLC | 1,300 | $44K | 0.0% | N/A | 0.018% | |
11/7/2023 | Community Financial Services Group LLC | 22,297 | $753K | 0.2% | N/A | 0.303% | |
11/6/2023 | Capital Wealth Alliance LLC | 22,635 | $765K | 0.5% | -29.9% | 0.308% | |
11/3/2023 | Private Advisor Group LLC | 22,280 | $753K | 0.0% | -8.9% | 0.303% | |
10/30/2023 | Money Design Co. Ltd. | 334,180 | $11.29M | 0.7% | -19.8% | 4.547% | |
10/24/2023 | Legacy Financial Group LLC | 781 | $26K | 0.0% | N/A | 0.011% | |
10/23/2023 | Commonwealth Equity Services LLC | 50,866 | $1.72M | 0.0% | -5.2% | 0.692% | |
8/14/2023 | Union Savings Bank | 979 | $36K | 0.0% | N/A | 0.013% | |
8/10/2023 | Elmwood Wealth Management Inc. | 39,560 | $1.42M | 0.7% | -3.7% | 0.527% | |
8/10/2023 | Commonwealth Equity Services LLC | 53,666 | $1.92M | 0.0% | -0.8% | 0.716% | |
8/10/2023 | Meitav Investment House Ltd. | 25,180 | $1.03M | 0.0% | N/A | 0.336% | |
8/10/2023 | Penobscot Investment Management Company Inc. | 5,791 | $207K | 0.0% | -4.6% | 0.077% | |
8/8/2023 | Mcmillion Capital Management Inc. | 26,904 | $962K | 0.9% | -3.4% | 0.359% | |
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad) “Titan of Tech” Bets Big on Tiny AI Company
He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal…
But our research shows his latest investment could be his most successful venture yet. See how you can invest alongside him |
8/2/2023 | Bank of Montreal Can | 6,345 | $230K | 0.0% | N/A | 0.085% | |
7/31/2023 | LPL Financial LLC | 69,846 | $2.50M | 0.0% | -9.6% | 0.919% | |
7/28/2023 | First Republic Investment Management Inc. | 16,215 | $580K | 0.0% | -3.8% | 0.213% | |
7/28/2023 | Money Design Co. Ltd. | 416,600 | $14.90M | 0.9% | -9.9% | 5.482% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 14,378 | $514K | 0.0% | +12.2% | 0.189% | |
7/24/2023 | Meitav Investment House Ltd. | 25,180 | $1.03M | 0.0% | N/A | 0.331% | |
7/21/2023 | Capital Wealth Alliance LLC | 32,274 | $1.15M | 0.9% | -1.8% | 0.425% | |
7/7/2023 | SOA Wealth Advisors LLC. | 3,996 | $143K | 0.0% | -14.8% | 0.051% | |
5/11/2023 | Brown Brothers Harriman & Co. | 1,047 | $37K | 0.0% | N/A | 0.013% | |
5/11/2023 | Bristlecone Advisors LLC | 1,150 | $40K | 0.0% | N/A | 0.014% | |
5/11/2023 | Linscomb & Williams Inc. | 23,726 | $830K | 0.0% | -12.0% | 0.297% | |
5/10/2023 | Private Advisor Group LLC | 24,332 | $851K | 0.0% | N/A | 0.304% | |
5/10/2023 | LPL Financial LLC | 77,301 | $2.70M | 0.0% | -19.7% | 0.966% | |
5/8/2023 | Penobscot Investment Management Company Inc. | 6,071 | $212K | 0.0% | N/A | 0.076% | |
5/8/2023 | WealthShield Partners LLC | 3,232 | $113K | 0.0% | N/A | 0.040% | |
5/4/2023 | Capital Wealth Alliance LLC | 32,855 | $1.15M | 0.9% | +0.9% | 0.411% | |
4/28/2023 | Elmwood Wealth Management Inc. | 41,100 | $1.44M | 0.7% | +1.1% | 0.514% | |
4/27/2023 | Money Design Co. Ltd. | 462,498 | $16.18M | 1.0% | N/A | 5.781% | |
4/24/2023 | Mcmillion Capital Management Inc. | 27,861 | $975K | 0.9% | -4.7% | 0.348% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,812 | $448K | 0.0% | -15.4% | 0.160% | |
4/11/2023 | Mutual Advisors LLC | 9,615 | $336K | 0.0% | -4.1% | 0.120% | |
2/10/2023 | Thompson Siegel & Walmsley LLC | 18,000 | $588K | 0.0% | N/A | 0.224% | |
2/10/2023 | PNC Financial Services Group Inc. | 10,719 | $350K | 0.0% | -10.1% | 0.133% | |
2/10/2023 | Blair William & Co. IL | 4,058 | $133K | 0.0% | +14.8% | 0.050% | |
2/10/2023 | CI Investments Inc. | 8,082 | $264K | 0.0% | -5.8% | 0.100% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 15,141 | $494K | 0.0% | -2.5% | 0.188% | |
2/8/2023 | UBS Group AG | 91,359 | $2.98M | 0.0% | +2.3% | 1.135% | |
2/8/2023 | Belpointe Asset Management LLC | 6,158 | $201K | 0.0% | N/A | 0.076% | |
2/7/2023 | Commonwealth Equity Services LLC | 55,093 | $1.80M | 0.0% | -1.8% | 0.684% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 1,129 | $37K | 0.0% | +45.1% | 0.014% | |
2/7/2023 | LPL Financial LLC | 96,291 | $3.14M | 0.0% | -2.1% | 1.196% | |
2/7/2023 | Moors & Cabot Inc. | 12,772 | $555K | 0.0% | -14.7% | 0.159% | |
2/2/2023 | Solstein Capital LLC | 1,500 | $49K | 0.0% | -50.0% | 0.019% | |
2/1/2023 | Capital Wealth Alliance LLC | 32,570 | $1.06M | 0.9% | -1.6% | 0.405% | |
1/31/2023 | Kestra Advisory Services LLC | 10,261 | $335K | 0.0% | -7.6% | 0.127% | |
1/12/2023 | Mutual Advisors LLC | 10,029 | $327K | 0.0% | -34.2% | 0.124% | |
11/15/2022 | CI Investments Inc. | 8,582 | $246K | 0.0% | +23.8% | 0.103% | |
11/14/2022 | Elmwood Wealth Management Inc. | 40,645 | $1.17M | 0.6% | +1.7% | 0.487% | |
11/10/2022 | UBS Group AG | 89,286 | $2.56M | 0.0% | -1.0% | 1.069% | |
11/9/2022 | Capital Wealth Alliance LLC | 33,095 | $950K | 0.8% | +5.3% | 0.396% | |
11/7/2022 | Ifrah Financial Services Inc. | 7,071 | $203K | 0.1% | N/A | 0.085% | |
11/4/2022 | First Republic Investment Management Inc. | 16,644 | $478K | 0.0% | -15.6% | 0.199% | |
11/3/2022 | Mutual Advisors LLC | 15,240 | $438K | 0.0% | +2.4% | 0.183% | |
11/3/2022 | Mcmillion Capital Management Inc. | 30,283 | $870K | 0.8% | -4.9% | 0.363% | |
11/2/2022 | Rockefeller Capital Management L.P. | 6,834 | $196K | 0.0% | +2,459.6% | 0.082% | |
11/2/2022 | Aptus Capital Advisors LLC | 1,100 | $32K | 0.0% | N/A | 0.013% | |
11/1/2022 | Kestra Advisory Services LLC | 11,108 | $319K | 0.0% | +4.7% | 0.133% | |
10/25/2022 | Raymond James & Associates | 14,048 | $403K | 0.0% | -6.0% | 0.168% | |
10/20/2022 | Hanson & Doremus Investment Management | 1,764 | $51K | 0.0% | +488.0% | 0.021% | |
9/23/2022 | Capital Wealth Alliance LLC | 31,443 | $976K | 0.4% | +2.6% | 0.381% | |
The ONE AI Stock to own now. (It’s not Nvidia.) (Ad) Don’t panic — you haven’t missed the boat on AI.
In fact, it has barely launched.
Sure, the early stages of this boom were big …
But I believe the real wealth in AI has yet to be made … Click here to see the presentation now. |
8/15/2022 | Linscomb & Williams Inc. | 23,695 | $736K | 0.0% | -16.2% | 0.287% | |
8/13/2022 | Solstein Capital LLC | 3,000 | $93K | 0.1% | -44.5% | 0.036% | |
8/12/2022 | CI Investments Inc. | 6,932 | $215K | 0.0% | +12.1% | 0.084% | |
8/11/2022 | Cetera Investment Advisers | 7,527 | $234K | 0.0% | N/A | 0.091% | |
8/9/2022 | SeaCrest Wealth Management LLC | 1,225 | $38K | 0.0% | N/A | 0.015% | |
8/2/2022 | CX Institutional | 16,700 | $518K | 0.0% | N/A | 0.202% | |
8/1/2022 | US Bancorp DE | 900 | $28K | 0.0% | -55.3% | 0.011% | |
7/29/2022 | LFA Lugano Financial Advisors SA | 11,497 | $356K | 0.2% | -25.5% | 0.139% | |
7/22/2022 | Urban Wealth Management LLC | 4,061 | $126K | 0.4% | N/A | 0.049% | |
7/21/2022 | American Institute for Advanced Investment Management LLP | 8,580 | $266K | 0.2% | -60.8% | 0.104% | |