| 5/17/2024 | Citizens Financial Group Inc. RI | 4,698 | $283K | 0.0% | -3.4% | 0.000% | |
| 5/17/2024 | National Wealth Management Group LLC | 5,221 | $315K | 0.2% | -4.2% | 0.000% | |
| 5/17/2024 | New Covenant Trust Company N.A. | 127,652 | $7.70M | 7.7% | N/A | 0.011% | |
| 5/17/2024 | Beacon Capital Management LLC | 947 | $57K | 0.0% | +118.7% | 0.000% | |
| 5/17/2024 | Comerica Bank | 672,680 | $40.56M | 0.2% | +1.0% | 0.059% | |
| 5/17/2024 | Tidal Investments LLC | 516,471 | $31.14M | 0.5% | +100.4% | 0.045% | |
|
| 5/17/2024 | Creekmur Asset Management LLC | 2,094 | $126K | 0.0% | -11.8% | 0.000% | |
| 5/17/2024 | Consultiva Wealth Management CORP. | 33,331 | $2.01M | 18.8% | N/A | 0.003% | |
| 5/16/2024 | Jane Street Group LLC | 738,488 | $44.53M | 0.0% | -13.0% | 0.065% | |
| 5/16/2024 | FSA Wealth Management LLC | 1,600 | $96K | 0.0% | +25.3% | 0.000% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 34,387 | $2.07M | 0.0% | +32.8% | 0.003% | |
| 5/16/2024 | Vawter Financial Ltd. | 3,429 | $207K | 0.2% | N/A | 0.000% | |
| 5/16/2024 | Janus Henderson Group PLC | 2,481,645 | $149.64M | 0.1% | +0.4% | 0.217% | |
| 5/16/2024 | Waverly Advisors LLC | 51,495 | $3.11M | 0.1% | +62.2% | 0.004% | |
| 5/16/2024 | Captrust Financial Advisors | 1,378,393 | $83.12M | 0.3% | +602.8% | 0.120% | |
| 5/15/2024 | SVB Wealth LLC | 6,924 | $418K | 0.0% | +38.3% | 0.001% | |
| 5/15/2024 | BOKF NA | 26,133 | $1.57M | 0.0% | +34.9% | 0.002% | |
| 5/15/2024 | Kestra Advisory Services LLC | 1,048,280 | $63.21M | 0.4% | +8.5% | 0.092% | |
| 5/15/2024 | LRI Investments LLC | 1,603 | $98K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Linscomb Wealth Inc. | 90,318 | $5.45M | 0.3% | -0.5% | 0.008% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 23,885 | $1.44M | 0.0% | -3.3% | 0.002% | |
| 5/14/2024 | Rodgers Brothers Inc. | 12,000 | $724K | 0.1% | -20.0% | 0.001% | |
| 5/14/2024 | EP Wealth Advisors LLC | 35,732 | $2.16M | 0.0% | +5.4% | 0.003% | |
| 5/14/2024 | OLD Mission Capital LLC | 508,280 | $30.65M | 0.5% | N/A | 0.044% | |
| 5/14/2024 | CreativeOne Wealth LLC | 23,840 | $1.44M | 0.1% | +6.2% | 0.002% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 6,166 | $372K | 0.2% | N/A | 0.001% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 3,376 | $204K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Mattern Wealth Management LLC | 4,320 | $260K | 0.1% | N/A | 0.000% | |
| 5/14/2024 | Payden & Rygel Investment Group | 102,945 | $6.21M | 0.3% | N/A | 0.009% | |
| 5/14/2024 | Leelyn Smith LLC | 32,246 | $1.94M | 0.4% | +53.8% | 0.003% | |
| 5/14/2024 | Pitcairn Co. | 6,736 | $406K | 0.0% | N/A | 0.001% | |
| 5/13/2024 | Bessemer Group Inc. | 7,200 | $434K | 0.0% | +16.1% | 0.001% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 15,079 | $909K | 0.0% | -6.6% | 0.001% | |
| 5/11/2024 | Bahl & Gaynor Inc. | 6,397 | $386K | 0.0% | -4.3% | 0.001% | |
| 5/11/2024 | Davis R M Inc. | 10,645 | $642K | 0.0% | N/A | 0.001% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 5,886 | $355K | 0.0% | +6.1% | 0.001% | |
| 5/11/2024 | Capital Wealth Alliance LLC | 21,861 | $1.32M | 0.8% | N/A | 0.002% | |
| 5/11/2024 | Retirement Financial Solutions LLC | 15,880 | $958K | 0.5% | -11.0% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,219,419 | $73.54M | 0.2% | -68.6% | 0.107% | |
| 5/10/2024 | Fiducient Advisors LLC | 324,824 | $19.59M | 3.9% | -12.8% | 0.028% | |
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| 5/10/2024 | TIAA Trust National Association | 44,224 | $2.67M | 0.0% | +20.4% | 0.004% | |
| 5/10/2024 | Vanguard Group Inc. | 48,423,072 | $2.92B | 0.1% | +28.3% | 4.231% | |
| 5/10/2024 | Truepoint Inc. | 40,149 | $2.42M | 0.1% | -25.7% | 0.004% | |
| 5/10/2024 | Lindenwold Advisors INC | 264,597 | $15.96M | 8.5% | +11.6% | 0.023% | |
| 5/10/2024 | Nwam LLC | 105,284 | $6.39M | 0.5% | +11.0% | 0.009% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 87,386 | $5.27M | 0.4% | +1.2% | 0.008% | |
| 5/9/2024 | Brighton Jones LLC | 98,702 | $5.95M | 0.2% | +3.0% | 0.009% | |
| 5/9/2024 | ProVise Management Group LLC | 14,114 | $851K | 0.1% | -4.6% | 0.001% | |
| 5/9/2024 | Leo Wealth LLC | 47,541 | $2.87M | 0.3% | +0.9% | 0.004% | |
| 5/9/2024 | Blair William & Co. IL | 19,274 | $1.16M | 0.0% | +4.8% | 0.002% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 4,455 | $269K | 0.0% | +22.1% | 0.000% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 4,447 | $268K | 0.0% | N/A | 0.000% | |
| 5/9/2024 | SageView Advisory Group LLC | 1,960,701 | $118.23M | 5.6% | +1,745.9% | 0.171% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 10,115 | $610K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 7,790 | $470K | 0.2% | N/A | 0.001% | |
| 5/9/2024 | Souders Financial Advisors | 422,960 | $25.51M | 4.0% | +48.6% | 0.037% | |
| 5/9/2024 | Angeles Wealth Management LLC | 1,036,633 | $62.51M | 6.3% | -0.9% | 0.091% | |
| 5/9/2024 | BHK Investment Advisors LLC | 3,350 | $202K | 0.1% | N/A | 0.000% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 5,396 | $325K | 0.2% | +20.1% | 0.000% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 9,216 | $556K | 0.1% | -6.9% | 0.001% | |
| 5/8/2024 | Heritage Wealth Advisors | 5,793 | $349K | 0.0% | +50.9% | 0.001% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 156,786 | $9.45M | 0.1% | -1.8% | 0.014% | |
| 5/8/2024 | US Bancorp DE | 14,544,434 | $877.03M | 1.2% | -2.2% | 1.271% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 561 | $34K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Headlands Technologies LLC | 3,271 | $197K | 0.0% | +362.7% | 0.000% | |
| 5/8/2024 | Verus Financial Partners Inc. | 991,112 | $59.76M | 7.0% | +3.6% | 0.087% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 21,599 | $1.30M | 0.1% | +9.9% | 0.002% | |
| 5/7/2024 | Meeder Asset Management Inc. | 3,468 | $209K | 0.0% | -19.5% | 0.000% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 501,329 | $30.22M | 6.1% | +4.6% | 0.044% | |
| 5/7/2024 | SilverOak Wealth Management LLC | 22,066 | $1.33M | 0.3% | +5.0% | 0.002% | |
| 5/7/2024 | Nixon Peabody Trust Co. | 20,430 | $1.23M | 0.1% | -22.3% | 0.002% | |
| 5/7/2024 | Atomi Financial Group Inc. | 4,667 | $281K | 0.0% | +16.7% | 0.000% | |
| 5/7/2024 | Montag A & Associates Inc. | 7,208 | $435K | 0.0% | +14.4% | 0.001% | |
| 5/7/2024 | Facet Wealth Inc. | 8,797 | $534K | 0.0% | +26.7% | 0.001% | |
| 5/7/2024 | Allen Investment Management LLC | 483,534 | $29.16M | 0.4% | -20.1% | 0.042% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 6,683 | $403K | 0.3% | +5.8% | 0.001% | |
| 5/7/2024 | PFG Advisors | 7,515 | $453K | 0.0% | -7.4% | 0.001% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 59,967 | $3.62M | 0.1% | +10.3% | 0.005% | |
| 5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 4,005 | $242K | 0.0% | -6.0% | 0.000% | |
| 5/7/2024 | Wealthspire Advisors LLC | 4,190,796 | $252.71M | 3.4% | +2.1% | 0.366% | |
| 5/7/2024 | Roof Eidam Maycock Peralta LLC | 48,195 | $2.91M | 0.8% | +6.7% | 0.004% | |
| 5/7/2024 | Empowered Funds LLC | 6,862 | $414K | 0.0% | N/A | 0.001% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,279,842 | $137.47M | 0.5% | +5.0% | 0.199% | |
| 5/6/2024 | Empirical Finance LLC | 60,658 | $3.66M | 0.2% | -3.8% | 0.005% | |
| 5/6/2024 | Capital City Trust Co. FL | 12,928 | $780K | 0.2% | +74.0% | 0.001% | |
| 5/6/2024 | Advisory Services Network LLC | 52,945 | $3.19M | 0.1% | +7.0% | 0.005% | |
| 5/6/2024 | Manchester Capital Management LLC | 10,264 | $619K | 0.1% | +4.1% | 0.001% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 1,846 | $111K | 0.0% | N/A | 0.000% | |
| 5/6/2024 | Advisory Alpha LLC | 64,601 | $3.90M | 0.2% | -13.7% | 0.006% | |
| 5/4/2024 | Hemington Wealth Management | 322,857 | $19.47M | 7.1% | -6.5% | 0.028% | |
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (Ad) For over four decades, Louis Navellier has found the very best tech stocks...
Before the rest of the market. Click for his six specific AI stock in the crosshairs |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 21,438 | $1.29M | 0.6% | +1.1% | 0.002% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 6,513 | $393K | 0.1% | -92.3% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 4,184 | $252K | 0.0% | -7.0% | 0.000% | |
| 5/4/2024 | Essex LLC | 3,371 | $203K | 0.0% | -31.1% | 0.000% | |
| 5/4/2024 | 9258 Wealth Management LLC | 230,092 | $13.88M | 2.2% | +2.6% | 0.020% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 81,591 | $4.92M | 2.8% | -1.9% | 0.007% | |
| 5/4/2024 | Csenge Advisory Group | 14,547 | $877K | 0.0% | -1.9% | 0.001% | |
| 5/4/2024 | Glassman Wealth Services | 28,954 | $1.75M | 0.4% | +29.4% | 0.003% | |
| 5/4/2024 | Richardson Financial Services Inc. | 6,531 | $391K | 0.3% | N/A | 0.001% | |
| 5/3/2024 | Signaturefd LLC | 2,864,466 | $172.73M | 3.6% | +419.2% | 0.251% | |
