5/8/2024 | US Bancorp DE | 10,086 | $1.28M | 0.0% | +400.5% | 0.655% | |
5/2/2024 | RiverFront Investment Group LLC | 123,785 | $15.70M | 0.4% | +11.7% | 8.091% | |
5/1/2024 | Janney Montgomery Scott LLC | 23,839 | $3.02M | 0.0% | +1.4% | 1.558% | |
5/1/2024 | Source Financial Advisors LLC | 1,654 | $210K | 0.1% | -46.3% | 0.108% | |
4/30/2024 | Private Advisor Group LLC | 21,973 | $2.79M | 0.0% | +112.2% | 1.436% | |
4/22/2024 | Raymond James & Associates | 71,479 | $9.07M | 0.0% | +0.9% | 4.672% | |
|
4/19/2024 | Valley National Advisers Inc. | 2,446 | $310K | 0.0% | +106.8% | 0.158% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 2,037 | $236K | 0.2% | N/A | 0.144% | |
2/13/2024 | TFG Advisers LLC | 1,938 | $225K | 0.1% | N/A | 0.137% | |
2/9/2024 | LWS Wealth Advisors Inc. | 93,933 | $10.89M | 4.1% | +4.8% | 6.662% | |
2/8/2024 | Janney Montgomery Scott LLC | 23,507 | $2.73M | 0.0% | +2.8% | 1.667% | |
2/6/2024 | Private Advisor Group LLC | 10,357 | $1.20M | 0.0% | +2.4% | 0.735% | |
2/5/2024 | RiverFront Investment Group LLC | 110,803 | $12.85M | 0.4% | +6.0% | 7.858% | |
2/2/2024 | Truist Financial Corp | 7,599 | $881K | 0.0% | +2.4% | 0.539% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 1,942 | $225K | 0.0% | N/A | 0.138% | |
1/25/2024 | Valley National Advisers Inc. | 1,183 | $137K | 0.0% | N/A | 0.085% | |
1/24/2024 | Stratos Wealth Partners LTD. | 1,943 | $225K | 0.0% | N/A | 0.139% | |
1/16/2024 | Raymond James & Associates | 70,875 | $8.22M | 0.0% | -2.3% | 5.063% | |
1/16/2024 | Salem Investment Counselors Inc. | 25,502 | $2.96M | 0.1% | -2.4% | 1.822% | |
1/8/2024 | Harbor Capital Advisors Inc. | 8,644 | $1.00M | 0.2% | +55.5% | 0.617% | |
11/13/2023 | Envestnet Asset Management Inc. | 182,257 | $18.13M | 0.0% | +164.5% | 13.601% | |
11/9/2023 | UBS Group AG | 51,249 | $5.10M | 0.0% | +0.5% | 3.825% | |
11/8/2023 | Janney Montgomery Scott LLC | 22,875 | $2.28M | 0.0% | -2.7% | 1.707% | |
11/7/2023 | RiverFront Investment Group LLC | 104,538 | $10.40M | 0.4% | +5.1% | 7.801% | |
11/3/2023 | Private Advisor Group LLC | 10,116 | $1.01M | 0.0% | N/A | 0.755% | |
10/24/2023 | Raymond James & Associates | 72,527 | $7.21M | 0.0% | -1.1% | 5.333% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 2,380 | $237K | 0.0% | -15.4% | 0.175% | |
10/20/2023 | Harbor Capital Advisors Inc. | 5,559 | $553K | 0.1% | +5.6% | 0.409% | |
10/18/2023 | Private Trust Co. NA | 311 | $31K | 0.0% | N/A | 0.023% | |
8/10/2023 | GeoWealth Management LLC | 3,041 | $317K | 0.0% | N/A | 0.239% | |
8/9/2023 | Flow Traders U.S. LLC | 8,296 | $864K | 0.0% | N/A | 0.653% | |
8/4/2023 | Envestnet Asset Management Inc. | 68,900 | $7.17M | 0.0% | N/A | 5.425% | |
8/3/2023 | Oppenheimer & Co. Inc. | 5,748 | $598K | 0.0% | N/A | 0.453% | |
8/1/2023 | RiverFront Investment Group LLC | 99,468 | $10.35M | 0.3% | N/A | 7.894% | |
8/1/2023 | RFP Financial Group LLC | 1,386 | $144K | 0.1% | N/A | 0.110% | |
8/1/2023 | Truist Financial Corp | 7,402 | $771K | 0.0% | N/A | 0.587% | |
7/31/2023 | LPL Financial LLC | 14,852 | $1.55M | 0.0% | +124.4% | 1.179% | |
7/28/2023 | AlphaMark Advisors LLC | 255 | $27K | 0.0% | -28.0% | 0.020% | |
7/28/2023 | Koshinski Asset Management Inc. | 2,774 | $289K | 0.0% | N/A | 0.220% | |
7/28/2023 | LWS Wealth Advisors Inc. | 91,002 | $9.47M | 4.0% | -5.0% | 7.222% | |
Do This Today BEFORE Biden Wins in November (Ad) Discover "U.S.'s New Money" Before Biden Wins
A new form of money has emerged in America, and it's making some folks wildly rich… (Musk and Bezos both use it). Find out how you can too in this free video. |
7/26/2023 | Janney Montgomery Scott LLC | 23,513 | $2.45M | 0.0% | N/A | 1.866% | |
7/25/2023 | Raymond James & Associates | 73,307 | $7.63M | 0.0% | +1,508.0% | 5.818% | |
7/25/2023 | Camelot Portfolios LLC | 4,614 | $480K | 0.3% | N/A | 0.366% | |
7/24/2023 | Source Financial Advisors LLC | 3,041 | $317K | 0.1% | N/A | 0.241% | |
7/19/2023 | TFG Advisers LLC | 1,931 | $201K | 0.1% | N/A | 0.153% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 2,813 | $293K | 0.0% | N/A | 0.227% | |
7/11/2023 | Harbor Capital Advisors Inc. | 5,263 | $548K | 0.1% | N/A | 0.424% | |
5/11/2023 | Legacy Capital Group California Inc. | 15,118 | $1.44M | 0.7% | N/A | 1.938% | |
5/9/2023 | Tower Research Capital LLC TRC | 5,985 | $571K | 0.0% | -35.1% | 0.767% | |
5/4/2023 | AlphaMark Advisors LLC | 354 | $34K | 0.0% | +192.6% | 0.045% | |
4/14/2023 | Raymond James & Associates | 4,559 | $435K | 0.0% | N/A | 0.577% | |
4/6/2023 | Fulcrum Equity Management | 24,770 | $2.36M | 2.2% | N/A | 3.176% | |
3/1/2023 | Lakewood Asset Management LLC | 460 | $41K | 0.0% | N/A | 0.060% | |
2/8/2023 | UBS Group AG | 52,997 | $4.71M | 0.0% | +2.9% | 6.794% | |
2/7/2023 | LPL Financial LLC | 5,078 | $451K | 0.0% | +8.6% | 0.651% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 7,591 | $674K | 0.0% | +111.4% | 0.973% | |
11/10/2022 | Tower Research Capital LLC TRC | 16,102 | $1.25M | 0.0% | +185.1% | 2.064% | |
11/10/2022 | UBS Group AG | 51,507 | $4.01M | 0.0% | +2.4% | 6.603% | |
11/3/2022 | Global Retirement Partners LLC | 1,200 | $108K | 0.0% | +200.0% | 0.154% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 3,590 | $279K | 0.0% | +45.6% | 0.449% | |
9/16/2022 | Private Trust Co. NA | 719 | $59K | 0.0% | N/A | 0.092% | |
8/11/2022 | UBS Group AG | 50,292 | $4.10M | 0.0% | -48.0% | 6.448% | |
8/5/2022 | LWS Wealth Advisors Inc. | 98,462 | $8.03M | 3.8% | +2.5% | 12.623% | |
7/27/2022 | Advisor Resource Council | 70,444 | $5.74M | 0.5% | +360.6% | 9.031% | |
7/15/2022 | Global Retirement Partners LLC | 400 | $33K | 0.0% | N/A | 0.051% | |
5/10/2022 | LWS Wealth Advisors Inc. | 96,048 | $8.86M | 3.8% | +1.5% | 11.040% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 4,121 | $380K | 0.0% | N/A | 0.474% | |
4/20/2022 | Advisor Resource Council | 15,294 | $1.41M | 0.4% | -58.8% | 1.799% | |
2/11/2022 | Advisor Resource Council | 37,141 | $3.66M | 0.3% | +272.2% | 4.221% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 317,460 | $31.27M | 0.1% | -0.5% | 36.075% | |
2/8/2022 | Bank of America Corp DE | 106,649 | $10.50M | 0.0% | +3.0% | 8.814% | |
2/2/2022 | LWS Wealth Advisors Inc. | 94,640 | $9.32M | 3.8% | +2.1% | 7.821% | |
11/16/2021 | Advisor Resource Council | 9,979 | $906K | 0.3% | -57.1% | 0.774% | |
11/16/2021 | UBS Group AG | 95,835 | $8.70M | 0.0% | -8.8% | 7.429% | |
11/9/2021 | LWS Wealth Advisors Inc. | 92,729 | $8.42M | 3.7% | +3.7% | 7.188% | |
11/5/2021 | Advisor Group Holdings Inc. | 479 | $43K | 0.0% | +88.6% | 0.037% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 318,995 | $28.97M | 0.1% | +1.4% | 24.728% | |
10/12/2021 | Koshinski Asset Management Inc. | 505 | $46K | 0.0% | N/A | 0.039% | |
8/19/2021 | Advisor Resource Council | 23,261 | $2.16M | 0.2% | N/A | 1.749% | |
8/17/2021 | Salem Investment Counselors Inc. | 26,225 | $2.44M | 0.1% | -5.2% | 1.943% | |
8/17/2021 | Citadel Advisors LLC | 12,910 | $1.20M | 0.0% | +161.2% | 0.956% | |
8/16/2021 | Bank of America Corp DE | 98,777 | $9.19M | 0.0% | -1.7% | 7.317% | |
8/16/2021 | Morgan Stanley | 105,224 | $9.79M | 0.0% | +2.1% | 7.794% | |
8/13/2021 | LPL Financial LLC | 5,516 | $513K | 0.0% | +50.9% | 0.409% | |
8/11/2021 | Susquehanna International Group LLP | 12,978 | $1.21M | 0.0% | +123.3% | 0.961% | |
8/3/2021 | Oppenheimer & Co. Inc. | 5,457 | $508K | 0.0% | +7.8% | 0.404% | |
7/26/2021 | Harel Insurance Investments & Financial Services Ltd. | 2,000 | $606K | 0.0% | N/A | 0.147% | |
5/18/2021 | Morgan Stanley | 103,040 | $9.67M | 0.0% | -7.5% | 7.633% | |
5/18/2021 | Citadel Advisors LLC | 4,942 | $462K | 0.0% | -40.8% | 0.366% | |
5/17/2021 | Royal Bank of Canada | 11,452 | $1.07M | 0.0% | +148.5% | 0.848% | |
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. |
5/12/2021 | UBS Group AG | 110,367 | $10.35M | 0.0% | +5.8% | 10.412% | |
5/11/2021 | Rockefeller Capital Management L.P. | 601 | $56K | 0.0% | N/A | 0.057% | |
5/10/2021 | Oppenheimer & Co. Inc. | 5,064 | $475K | 0.0% | N/A | 0.482% | |
5/4/2021 | Commonwealth Equity Services LLC | 2,379 | $223K | 0.0% | N/A | 0.227% | |
3/26/2021 | Susquehanna International Group LLP | 6,049 | $482K | 0.0% | -59.2% | 0.637% | |
2/17/2021 | Salem Investment Counselors Inc. | 27,675 | $2.21M | 0.1% | -3.0% | 3.548% | |
2/16/2021 | Morgan Stanley | 111,365 | $8.88M | 0.0% | +7.9% | 14.278% | |
2/9/2021 | Wells Fargo & Company MN | 13,499 | $1.08M | 0.0% | -4.1% | 1.800% | |
1/27/2021 | MTM Investment Management LLC | 1,285 | $102K | 0.1% | N/A | 0.171% | |
11/13/2020 | Morgan Stanley | 103,257 | $6.46M | 0.0% | +515.9% | 14.145% | |