4/30/2024 | Arkadios Wealth Advisors | 40,656 | $280K | 0.0% | -8.3% | 0.062% | |
4/30/2024 | Commonwealth Equity Services LLC | 79,415 | $546K | 0.0% | +50.2% | 0.122% | |
4/19/2024 | Cornerstone Wealth Management LLC | 124,941 | $860K | 0.1% | +10.5% | 0.192% | |
4/19/2024 | Kovack Advisors Inc. | 41,350 | $284K | 0.0% | +9.8% | 0.063% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 578,450 | $3.98M | 0.2% | +36.5% | 0.887% | |
4/1/2024 | Confluence Investment Management LLC | 641,310 | $4.41M | 0.1% | N/A | 0.983% | |
|
3/4/2024 | Tucker Asset Management LLC | 13,049 | $90K | 0.0% | N/A | 0.020% | |
2/14/2024 | Garner Asset Management Corp | 102,151 | $686K | 0.3% | -5.0% | 0.157% | |
2/12/2024 | Condor Capital Management | 271,621 | $1.88M | 0.2% | +11.2% | 0.416% | |
2/12/2024 | Parallel Advisors LLC | 12,519 | $87K | 0.0% | +20.0% | 0.019% | |
2/12/2024 | Cape Investment Advisory Inc. | 9,689 | $67K | 0.0% | N/A | 0.015% | |
2/9/2024 | Abbot Financial Management Inc. | 76,485 | $529K | 0.3% | -1.9% | 0.117% | |
2/9/2024 | Aigen Investment Management LP | 14,556 | $101K | 0.0% | N/A | 0.022% | |
2/9/2024 | Trexquant Investment LP | 98,501 | $681K | 0.0% | -18.7% | 0.151% | |
2/9/2024 | Dynamic Technology Lab Private Ltd | 25,581 | $177K | 0.0% | +128.6% | 0.039% | |
2/8/2024 | Foundations Investment Advisors LLC | 33,203 | $230K | 0.0% | N/A | 0.051% | |
2/8/2024 | Janney Montgomery Scott LLC | 114,627 | $792K | 0.0% | +2.8% | 0.176% | |
2/7/2024 | Jump Financial LLC | 51,300 | $354K | 0.0% | +110.2% | 0.079% | |
2/6/2024 | Pacific Capital Wealth Advisors Inc. | 7,575 | $52K | 0.0% | N/A | 0.012% | |
2/6/2024 | LSV Asset Management | 2,129,963 | $14.72M | 0.0% | +1.3% | 3.266% | |
2/6/2024 | Origin Asset Management LLP | 23,950 | $165K | 0.0% | -15.2% | 0.037% | |
2/5/2024 | Legacy Capital Wealth Partners LLC | 235,560 | $1.63M | 0.5% | +13.5% | 0.361% | |
2/1/2024 | Signaturefd LLC | 33,045 | $228K | 0.0% | +6.0% | 0.051% | |
1/29/2024 | NewEdge Wealth LLC | 270,487 | $1.87M | 0.0% | N/A | 0.415% | |
1/25/2024 | RKL Wealth Management LLC | 25,000 | $173K | 0.0% | N/A | 0.038% | |
1/24/2024 | Cubic Asset Management LLC | 10,975 | $76K | 0.0% | -43.4% | 0.017% | |
1/24/2024 | Grimes & Company Inc. | 24,380 | $168K | 0.0% | N/A | 0.037% | |
1/24/2024 | International Assets Investment Management LLC | 216,629 | $1.50M | 0.0% | +1,055.4% | 0.332% | |
1/16/2024 | Raymond James & Associates | 147,762 | $1.02M | 0.0% | -11.8% | 0.227% | |
1/16/2024 | Sterneck Capital Management LLC | 97,348 | $673K | 0.4% | -3.0% | 0.149% | |
11/16/2023 | Advisors Capital Management LLC | 203,960 | $1.34M | 0.0% | -2.8% | 0.313% | |
11/15/2023 | Advisors Asset Management Inc. | 660,874 | $4.35M | 0.1% | +7.3% | 1.013% | |
11/14/2023 | Quadrature Capital Ltd | 23,126 | $152K | 0.0% | +27.2% | 0.035% | |
11/14/2023 | Caxton Associates LP | 48,210 | $317K | 0.0% | +6.0% | 0.074% | |
11/14/2023 | Sterneck Capital Management LLC | 100,385 | $661K | 0.4% | -11.7% | 0.154% | |
11/14/2023 | Trexquant Investment LP | 121,197 | $797K | 0.0% | +43.6% | 0.186% | |
11/14/2023 | Mckinley Capital Management LLC | 119,203 | $784K | 0.1% | -2.0% | 0.183% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 29,308 | $193K | 0.0% | N/A | 0.045% | |
11/13/2023 | PAX Financial Group LLC | 28,000 | $184K | 0.0% | N/A | 0.043% | |
11/13/2023 | WINTON GROUP Ltd | 57,602 | $379K | 0.0% | N/A | 0.088% | |
READ THIS – If You Missed Out On The AI Boom (Ad) Adam’s research shows a radical new technology is set to grow 10X faster than the internet … and drastically alter manufacturing, healthcare, agriculture … even energy.
Nvidia’s CEO said it will be, “flat out, the biggest [tech] revolution ever.” Click on Adam's shiny forehead for more details. |
11/13/2023 | Callodine Capital Management LP | 1,052,535 | $6.93M | 1.9% | -47.4% | 1.614% | |
11/9/2023 | EMC Capital Management | 28,775 | $189K | 0.1% | +1,402.6% | 0.044% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 270,437 | $1.78M | 0.0% | -22.7% | 0.415% | |
11/7/2023 | Virtus ETF Advisers LLC | 90,071 | $593K | 0.4% | +63.8% | 0.138% | |
11/7/2023 | Fox Run Management L.L.C. | 14,345 | $94K | 0.0% | N/A | 0.022% | |
11/7/2023 | Jump Financial LLC | 24,400 | $161K | 0.0% | -51.5% | 0.037% | |
11/7/2023 | Cornerstone Wealth Management LLC | 114,474 | $753K | 0.1% | +24.2% | 0.176% | |
11/4/2023 | LSV Asset Management | 2,101,737 | $13.83M | 0.0% | +16.3% | 3.223% | |
11/4/2023 | Meridian Investment Counsel Inc. | 51,100 | $336K | 0.1% | -8.9% | 0.078% | |
11/2/2023 | Origin Asset Management LLP | 28,250 | $186K | 0.1% | N/A | 0.043% | |
10/31/2023 | Golden Green Inc. | 252,512 | $1.66M | 1.7% | +2.0% | 0.387% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 188,990 | $1.24M | 0.1% | +346.7% | 0.290% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 31,042 | $204K | 0.0% | +9.3% | 0.048% | |
10/24/2023 | Raymond James & Associates | 167,462 | $1.10M | 0.0% | -3.1% | 0.257% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 88,864 | $585K | 0.0% | +4.0% | 0.136% | |
10/23/2023 | Commonwealth Equity Services LLC | 48,586 | $320K | 0.0% | +54.3% | 0.074% | |
10/16/2023 | Legacy Capital Wealth Partners LLC | 207,519 | $1.37M | 0.4% | +1,788.9% | 0.318% | |
10/13/2023 | SG Americas Securities LLC | 75,282 | $495K | 0.0% | N/A | 0.115% | |
10/10/2023 | Confluence Investment Management LLC | 639,471 | $4.21M | 0.1% | -8.0% | 0.980% | |
8/15/2023 | Bulldog Investors LLP | 67,321 | $397K | 0.1% | +92.5% | 0.103% | |
8/14/2023 | NinePointTwo Capital LLC | 10,107 | $59K | 0.0% | N/A | 0.015% | |
8/11/2023 | Trexquant Investment LP | 84,387 | $497K | 0.0% | +376.5% | 0.129% | |
8/10/2023 | Private Advisor Group LLC | 11,772 | $69K | 0.0% | N/A | 0.018% | |
8/10/2023 | Cetera Investment Advisers | 77,113 | $454K | 0.0% | +17.6% | 0.118% | |
8/9/2023 | Mckinley Capital Management LLC | 121,632 | $716K | 0.1% | -6.4% | 0.186% | |
8/4/2023 | Parallel Advisors LLC | 9,283 | $55K | 0.0% | -20.5% | 0.014% | |
8/3/2023 | Atria Wealth Solutions Inc. | 33,031 | $195K | 0.0% | -6.3% | 0.051% | |
8/3/2023 | Advisors Capital Management LLC | 209,751 | $1.24M | 0.0% | -12.5% | 0.322% | |
8/3/2023 | Mackenzie Financial Corp | 83,341 | $496K | 0.0% | -23.2% | 0.128% | |
8/2/2023 | Stockman Wealth Management Inc. | 33,650 | $198K | 0.0% | -56.7% | 0.052% | |
8/2/2023 | LSV Asset Management | 1,806,677 | $10.64M | 0.0% | +7.5% | 2.770% | |
8/1/2023 | Signaturefd LLC | 30,271 | $178K | 0.0% | +6.8% | 0.046% | |
7/31/2023 | LPL Financial LLC | 67,437 | $397K | 0.0% | +10.3% | 0.103% | |
7/28/2023 | First Republic Investment Management Inc. | 349,871 | $2.06M | 0.0% | -3.7% | 0.536% | |
7/27/2023 | Legacy Capital Wealth Partners LLC | 10,986 | $65K | 0.1% | -94.0% | 0.017% | |
7/26/2023 | Close Asset Management Ltd | 33,000 | $195K | 0.0% | +1,000.0% | 0.051% | |
7/26/2023 | Sterneck Capital Management LLC | 113,666 | $669K | 0.4% | +5.2% | 0.174% | |
7/25/2023 | Raymond James & Associates | 172,760 | $1.02M | 0.0% | -15.0% | 0.265% | |
7/21/2023 | Creative Planning | 21,516 | $127K | 0.0% | N/A | 0.033% | |
7/20/2023 | International Assets Investment Management LLC | 18,750 | $110K | 0.0% | -16.9% | 0.029% | |
7/17/2023 | Claybrook Capital LLC | 246,312 | $1.45M | 0.8% | +35.2% | 0.378% | |
7/14/2023 | Cornerstone Wealth Management LLC | 92,193 | $543K | 0.0% | +20.8% | 0.141% | |
7/13/2023 | Golden Green Inc. | 247,658 | $1.46M | 1.6% | -0.8% | 0.380% | |
6/28/2023 | Relative Value Partners Group LLC | 1,059,861 | $5.60M | 0.4% | +0.5% | 1.625% | |
6/22/2023 | Gries Financial LLC | 43,935 | $232K | 0.1% | -36.1% | 0.067% | |
5/16/2023 | Ares Management LLC | 4,708,166 | $24.86M | 1.4% | -2.8% | 7.218% | |
5/15/2023 | Relative Value Partners Group LLC | 1,059,861 | $5.60M | 0.4% | +0.5% | 1.625% | |
5/15/2023 | Infrastructure Capital Advisors LLC | 35,767 | $189K | 0.0% | +64.3% | 0.055% | |
5/11/2023 | Muzinich & Co. Inc. | 205,807 | $1.09M | 0.8% | -15.1% | 0.316% | |
5/11/2023 | Golden Green Inc. | 249,686 | $1.32M | 1.5% | +1,928.3% | 0.383% | |
Trump’s last act as President (Ad) You’ve probably never heard of Executive Order #13972.
Signed by President Trump just days before leaving office, it greenlit what could be the most revolutionary technology of the decade… yet it has nothing to do with AI, blockchain, or mRNA vaccines. For the full story, click here. |
5/10/2023 | Legacy Capital Wealth Partners LLC | 183,245 | $968K | 0.3% | +10.9% | 0.281% | |
5/10/2023 | Condor Capital Management | 186,639 | $985K | 0.1% | +2.7% | 0.286% | |
5/9/2023 | Wedbush Securities Inc. | 71,785 | $379K | 0.0% | +65.1% | 0.110% | |
5/8/2023 | Beaumont Financial Advisors LLC | 19,100 | $101K | 0.0% | N/A | 0.029% | |
5/4/2023 | Advisors Capital Management LLC | 239,637 | $1.27M | 0.0% | -2.9% | 0.367% | |
5/4/2023 | Stockman Wealth Management Inc. | 77,650 | $410K | 0.1% | -7.4% | 0.119% | |
5/2/2023 | LSV Asset Management | 1,680,603 | $8.87M | 0.0% | -3.3% | 2.577% | |
5/2/2023 | Leo Brokerage LLC | 10,815 | $57K | 0.0% | N/A | 0.017% | |
4/27/2023 | Sumitomo Mitsui Trust Holdings Inc. | 205,807 | $1.09M | 0.0% | -15.1% | 0.316% | |
4/24/2023 | Mackenzie Financial Corp | 108,489 | $573K | 0.0% | +40.4% | 0.166% | |