4/27/2024 | Phoenix Wealth Advisors | 14,758 | $2.47M | 1.5% | +3.1% | 0.012% | |
4/26/2024 | Securian Asset Management Inc. | 6,936 | $1.16M | 0.0% | -8.2% | 0.006% | |
4/26/2024 | UMB Bank n.a. | 1,955 | $327K | 0.0% | -62.1% | 0.002% | |
4/26/2024 | Yousif Capital Management LLC | 17,659 | $2.95M | 0.0% | -7.8% | 0.015% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 405 | $68K | 0.0% | +40.6% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 700 | $117K | 0.0% | N/A | 0.001% | |
|
4/26/2024 | SYSTM Wealth Solutions LLC | 12,234 | $2.05M | 0.3% | +5,781.7% | 0.010% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 1,891 | $316K | 0.0% | N/A | 0.002% | |
4/26/2024 | Virginia Wealth Management Group Inc. | 21,040 | $3.52M | 2.9% | -1.9% | 0.018% | |
4/26/2024 | Financial Insights Inc. | 2,248 | $376K | 0.1% | -45.8% | 0.002% | |
4/26/2024 | Bogart Wealth LLC | 301 | $50K | 0.0% | +207.1% | 0.000% | |
4/25/2024 | New York State Teachers Retirement System | 125,833 | $21.03M | 0.0% | -5.6% | 0.105% | |
4/25/2024 | Center for Financial Planning Inc. | 2,051 | $343K | 0.1% | +4.0% | 0.002% | |
4/25/2024 | Bank of New York Mellon Corp | 1,063,163 | $177.71M | 0.0% | -4.1% | 0.891% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 78,614 | $13.14M | 0.0% | +15.6% | 0.066% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 24,891 | $4.16M | 0.0% | -8.8% | 0.021% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 9,750 | $1.63M | 0.0% | +3.9% | 0.008% | |
4/24/2024 | Patton Albertson Miller Group LLC | 37,326 | $6.24M | 0.9% | +11.1% | 0.031% | |
4/24/2024 | Family Legacy Inc. | 4,222 | $706K | 0.3% | +79.9% | 0.004% | |
4/24/2024 | Dakota Wealth Management | 22,708 | $3.80M | 0.1% | +49.7% | 0.019% | |
4/24/2024 | Simplicity Wealth LLC | 3,859 | $645K | 0.0% | N/A | 0.003% | |
4/24/2024 | Spire Wealth Management | 36,313 | $6.07M | 0.2% | +0.4% | 0.030% | |
4/24/2024 | Assenagon Asset Management S.A. | 1,768 | $296K | 0.0% | -12.2% | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 445 | $74K | 0.0% | -15.9% | 0.000% | |
4/23/2024 | Louisiana State Employees Retirement System | 7,000 | $1.17M | 0.0% | -4.1% | 0.006% | |
4/23/2024 | Oak Harbor Wealth Partners LLC | 9,550 | $1.60M | 0.5% | +3.0% | 0.008% | |
4/23/2024 | Amalgamated Bank | 25,359 | $4.24M | 0.0% | -23.4% | 0.021% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 2,204 | $368K | 0.0% | +36.0% | 0.002% | |
4/23/2024 | New Mexico Educational Retirement Board | 6,076 | $1.02M | 0.0% | -3.2% | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 29,923 | $5.00M | 0.0% | +1.4% | 0.025% | |
4/23/2024 | Wesbanco Bank Inc. | 1,985 | $332K | 0.0% | +16.7% | 0.002% | |
4/23/2024 | Summit Trail Advisors LLC | 1,445 | $241K | 0.0% | N/A | 0.001% | |
4/23/2024 | Duncker Streett & Co. Inc. | 167 | $28K | 0.0% | -50.1% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 978,851 | $163.62M | 0.2% | +1.7% | 0.820% | |
4/22/2024 | Confluence Wealth Services Inc. | 9,356 | $1.56M | 0.1% | +0.8% | 0.008% | |
4/22/2024 | QV Investors Inc. | 33,872 | $5.66M | 0.5% | -1.1% | 0.028% | |
4/22/2024 | Raymond James & Associates | 2,202,711 | $368.18M | 0.2% | +11.9% | 1.845% | |
4/22/2024 | Accordant Advisory Group Inc | 2,157 | $361K | 0.3% | N/A | 0.002% | |
4/22/2024 | IFM Investors Pty Ltd | 24,313 | $4.06M | 0.0% | -2.6% | 0.020% | |
4/22/2024 | Berry Wealth Group LP | 14,086 | $2.36M | 2.0% | -17.0% | 0.012% | |
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. |
4/20/2024 | Mezzasalma Advisors LLC | 7,112 | $1.19M | 0.6% | -39.2% | 0.006% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 15,111 | $2.53M | 0.1% | +0.6% | 0.013% | |
4/19/2024 | ZRC Wealth Management LLC | 233 | $39K | 0.0% | N/A | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 3,032 | $507K | 0.0% | +6.5% | 0.003% | |
4/19/2024 | Norden Group LLC | 86,920 | $14.53M | 0.2% | +1,244.9% | 0.073% | |
4/19/2024 | State of Alaska Department of Revenue | 16,970 | $2.84M | 0.0% | -7.5% | 0.014% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 287,071 | $47.98M | 0.0% | -1.8% | 0.241% | |
4/18/2024 | Plimoth Trust Co. LLC | 9,582 | $1.60M | 0.4% | +59.6% | 0.008% | |
4/18/2024 | Saxon Interests Inc. | 3,954 | $661K | 0.3% | +10.5% | 0.003% | |
4/18/2024 | State of Michigan Retirement System | 32,712 | $5.47M | 0.0% | -0.6% | 0.027% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 8,681 | $1.45M | 0.0% | +9.2% | 0.007% | |
4/18/2024 | Stewart & Patten Co. LLC | 1,558 | $260K | 0.0% | -6.0% | 0.001% | |
4/18/2024 | Congress Wealth Management LLC DE | 186,056 | $31.10M | 0.5% | +0.9% | 0.156% | |
4/18/2024 | Park Place Capital Corp | 1,123 | $188K | 0.1% | -24.4% | 0.001% | |
4/17/2024 | Cornerstone Wealth Group LLC | 16,550 | $2.77M | 0.3% | +0.4% | 0.014% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 8,850 | $1.48M | 0.1% | -3.0% | 0.007% | |
4/16/2024 | Capital Insight Partners LLC | 1,349 | $225K | 0.0% | N/A | 0.001% | |
4/16/2024 | Hennessy Advisors Inc. | 17,200 | $2.88M | 0.1% | -5.0% | 0.014% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 10,020 | $1.68M | 0.0% | +42.3% | 0.008% | |
4/15/2024 | Brookstone Capital Management | 5,017 | $839K | 0.0% | +12.0% | 0.004% | |
4/13/2024 | Wallace Advisory Group LLC | 1,232 | $202K | 0.1% | N/A | 0.001% | |
4/12/2024 | Riverview Trust Co | 563 | $94K | 0.1% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 1,713 | $286K | 0.0% | +9.4% | 0.001% | |
4/11/2024 | Royal Fund Management LLC | 32,025 | $5.35M | 0.5% | +0.8% | 0.027% | |
4/11/2024 | International Assets Investment Management LLC | 2,166 | $362K | 0.0% | -97.9% | 0.002% | |
4/11/2024 | &PARTNERS | 1,665 | $278K | 0.0% | N/A | 0.001% | |
4/11/2024 | Running Oak Capital LLC | 62,859 | $10.51M | 1.7% | +12.7% | 0.053% | |
4/11/2024 | Congress Asset Management Co. MA | 1,397,084 | $233.52M | 1.7% | -1.5% | 1.170% | |
4/10/2024 | Park Avenue Securities LLC | 9,825 | $1.64M | 0.0% | -6.6% | 0.008% | |
4/10/2024 | Fulton Bank N.A. | 24,828 | $4.15M | 0.2% | +2.8% | 0.021% | |
4/9/2024 | Montecito Bank & Trust | 1,849 | $309K | 0.1% | +13.5% | 0.002% | |
4/9/2024 | Alaska Permanent Fund Corp | 10,187 | $1.70M | 0.0% | -37.6% | 0.009% | |
4/9/2024 | Rise Advisors LLC | 155 | $26K | 0.0% | +131.3% | 0.000% | |
4/9/2024 | Mather Group LLC. | 922 | $151K | 0.0% | N/A | 0.001% | |
4/5/2024 | First Hawaiian Bank | 23,444 | $3.92M | 0.1% | +8.3% | 0.020% | |
4/5/2024 | Juncture Wealth Strategies LLC | 2,109 | $353K | 0.2% | -24.9% | 0.002% | |
4/5/2024 | GAMMA Investing LLC | 917 | $153K | 0.0% | +28.3% | 0.001% | |
4/5/2024 | Los Angeles Capital Management LLC | 107,120 | $17.91M | 0.1% | -37.3% | 0.090% | |
4/5/2024 | CWM LLC | 2,916 | $487K | 0.0% | +16.2% | 0.002% | |
4/4/2024 | Cullen Investment Group LTD. | 29,133 | $4.78M | 0.8% | +4.8% | 0.024% | |
4/4/2024 | Trust Co. of Toledo NA OH | 2,183 | $365K | 0.1% | -3.0% | 0.002% | |
4/1/2024 | Canandaigua National Bank & Trust Co. | 11,472 | $1.92M | 0.3% | -2.7% | 0.010% | |
4/1/2024 | First Financial Bank Trust Division | 50,085 | $8.37M | 0.8% | -4.6% | 0.042% | |
3/27/2024 | Nomura Holdings Inc. | 5,100 | $838K | 0.0% | N/A | 0.004% | |
3/26/2024 | HighPoint Advisor Group LLC | 3,974 | $646K | 0.0% | N/A | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 46,943 | $7.71M | 0.0% | -2.3% | 0.039% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 3,302 | $543K | 0.0% | -7.3% | 0.003% | |
3/11/2024 | Vanguard Group Inc. | 13,985,178 | $2.30B | 0.1% | -0.7% | 11.712% | |
3/6/2024 | SageView Advisory Group LLC | 3,272 | $536K | 0.0% | +35.3% | 0.003% | |
3/6/2024 | Willner & Heller LLC | 1,293 | $213K | 0.2% | N/A | 0.001% | |
The “Next Bitcoin”? 10 CENT Crypto Set to Explode (Ad) The man who bought Bitcoin and Ethereum in 2017… and has spotted 44 different coins that have returned over 100%...
Is now exposing a 10-cent coin that just partnered with Amazon… Click For My #1 FREE Crypto for 2024 |
3/5/2024 | Wellington Management Group LLP | 1,809,155 | $297.24M | 0.1% | +10.3% | 1.515% | |
3/4/2024 | Congress Asset Management Co. MA | 1,418,592 | $233.08M | 1.8% | +0.5% | 1.188% | |
3/1/2024 | Goldman Sachs Group Inc. | 617,539 | $101.46M | 0.0% | -5.1% | 0.517% | |
2/28/2024 | American International Group Inc. | 35,430 | $5.82M | 0.0% | +0.9% | 0.030% | |
2/28/2024 | EP Wealth Advisors LLC | 1,219 | $200K | 0.0% | -20.5% | 0.001% | |
2/26/2024 | Syon Capital LLC | 1,664 | $273K | 0.0% | N/A | 0.001% | |
2/26/2024 | Integrated Advisors Network LLC | 1,742 | $286K | 0.0% | -5.3% | 0.001% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 10,460 | $1.72M | 0.0% | -4.9% | 0.009% | |
2/26/2024 | Neo Ivy Capital Management | 933 | $153K | 0.3% | N/A | 0.001% | |
2/23/2024 | Chicago Partners Investment Group LLC | 3,472 | $561K | 0.0% | -4.1% | 0.003% | |