4/25/2024 | Osborne Partners Capital Management LLC | 19,000 | $171K | 0.0% | -22.1% | 0.057% | |
4/18/2024 | Miracle Mile Advisors LLC | 20,000 | $180K | 0.0% | +17.6% | 0.060% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 354,742 | $3.19M | 0.2% | -2.6% | 1.071% | |
3/27/2024 | Nomura Holdings Inc. | 22,650 | $203K | 0.0% | N/A | 0.068% | |
2/29/2024 | Tortoise Investment Management LLC | 105,245 | $943K | 0.1% | -14.8% | 0.318% | |
2/26/2024 | Virtu Financial LLC | 32,391 | $290K | 0.0% | N/A | 0.098% | |
|
2/13/2024 | 1607 Capital Partners LLC | 620,973 | $5.56M | 0.4% | -4.4% | 1.875% | |
2/12/2024 | Fortress Wealth Management Inc. | 49,721 | $446K | 0.2% | +39.7% | 0.150% | |
2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 11,772 | $105K | 0.0% | N/A | 0.036% | |
2/9/2024 | D.A. Davidson & CO. | 27,578 | $247K | 0.0% | -27.3% | 0.083% | |
2/9/2024 | UBS Group AG | 982,058 | $8.80M | 0.0% | -4.2% | 2.966% | |
2/8/2024 | Tortoise Investment Management LLC | 98,755 | $888K | 0.1% | -20.1% | 0.298% | |
2/6/2024 | RB Capital Management LLC | 13,932 | $125K | 0.0% | -9.1% | 0.042% | |
1/22/2024 | Osborne Partners Capital Management LLC | 24,400 | $219K | 0.0% | -23.8% | 0.074% | |
1/22/2024 | Miracle Mile Advisors LLC | 17,000 | $152K | 0.0% | N/A | 0.051% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 102,516 | $919K | 0.0% | -14.1% | 0.310% | |
1/16/2024 | Raymond James & Associates | 66,913 | $600K | 0.0% | +69.8% | 0.202% | |
11/16/2023 | RB Capital Management LLC | 15,328 | $126K | 0.0% | +11.0% | 0.046% | |
11/16/2023 | First Foundation Advisors | 207,332 | $1.70M | 0.1% | +11.0% | 0.626% | |
11/15/2023 | Advisors Asset Management Inc. | 538,181 | $4.42M | 0.1% | +3.7% | 1.625% | |
11/14/2023 | Mutual Advisors LLC | 14,289 | $117K | 0.0% | +18.1% | 0.043% | |
11/9/2023 | UBS Group AG | 1,025,429 | $8.42M | 0.0% | +13.7% | 3.097% | |
11/8/2023 | D.A. Davidson & CO. | 37,916 | $311K | 0.0% | +22.9% | 0.115% | |
11/6/2023 | Ieq Capital LLC | 15,000 | $123K | 0.0% | +50.0% | 0.045% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 343,363 | $2.82M | 0.2% | +15.2% | 1.037% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 46,818 | $384K | 0.0% | -54.7% | 0.141% | |
10/26/2023 | Osborne Partners Capital Management LLC | 32,000 | $263K | 0.0% | -33.3% | 0.097% | |
10/24/2023 | Stratos Wealth Partners LTD. | 23,855 | $196K | 0.0% | +28.1% | 0.072% | |
10/24/2023 | Raymond James & Associates | 39,413 | $324K | 0.0% | +108.4% | 0.119% | |
10/23/2023 | Commonwealth Equity Services LLC | 18,396 | $151K | 0.0% | -41.1% | 0.056% | |
10/18/2023 | Garrison Point Advisors LLC | 16,697 | $137K | 0.1% | -12.3% | 0.050% | |
8/15/2023 | Rivernorth Capital Management LLC | 522,705 | $4.47M | 0.2% | -22.4% | 1.579% | |
8/14/2023 | First Foundation Advisors | 186,850 | $1.60M | 0.1% | +41.5% | 0.564% | |
8/11/2023 | Guggenheim Capital LLC | 603,202 | $5.16M | 0.0% | -12.9% | 1.822% | |
8/10/2023 | Cetera Investment Advisers | 18,462 | $158K | 0.0% | +13.5% | 0.056% | |
8/9/2023 | Sweeney & Michel LLC | 118,762 | $1.02M | 0.5% | -4.2% | 0.359% | |
8/7/2023 | Tortoise Investment Management LLC | 167,826 | $1.44M | 0.2% | -15.8% | 0.507% | |
7/31/2023 | LPL Financial LLC | 102,444 | $876K | 0.0% | +12.4% | 0.309% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 118,641 | $1.01M | 0.0% | +6.2% | 0.358% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 103,404 | $884K | 0.0% | -70.5% | 0.312% | |
$5,000 Gold? (Ad) Former Wall Street Banker Reveals Mysterious Gold Leverage
As gold continues to soar, this ex-Goldman Sachs VP says DON'T buy bullion or mining stocks. Instead, he's just shared a "gold bank" that uses about $10 of your money to harness the power of two ounces of pure gold (worth about $4,200 right now). Find out how to do right here in this free video. |
7/18/2023 | Allspring Global Investments Holdings LLC | 103,404 | $884K | 0.0% | -70.5% | 0.312% | |
7/18/2023 | Stratos Wealth Partners LTD. | 18,629 | $159K | 0.0% | +10.4% | 0.056% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 10,405 | $89K | 0.0% | N/A | 0.031% | |
6/7/2023 | Sweeney & Michel LLC | 123,918 | $1.07M | 0.6% | N/A | 0.374% | |
5/11/2023 | PFG Investments LLC | 13,202 | $116K | 0.0% | N/A | 0.040% | |
5/11/2023 | Guggenheim Capital LLC | 692,538 | $6.10M | 0.1% | +7.5% | 2.092% | |
5/10/2023 | RB Capital Management LLC | 14,424 | $127K | 0.0% | -13.3% | 0.044% | |
5/9/2023 | Tortoise Investment Management LLC | 199,353 | $1.76M | 0.3% | -8.3% | 0.602% | |
5/5/2023 | Garrison Point Advisors LLC | 19,047 | $168K | 0.1% | +32.7% | 0.058% | |
5/2/2023 | Ieq Capital LLC | 10,000 | $88K | 0.0% | N/A | 0.030% | |
4/27/2023 | Stratos Wealth Partners LTD. | 16,868 | $149K | 0.0% | -11.5% | 0.051% | |
4/25/2023 | D.A. Davidson & CO. | 31,142 | $275K | 0.0% | -6.4% | 0.094% | |
4/21/2023 | Sterling Group Wealth Management LLC | 53,993 | $476K | 0.4% | -85.4% | 0.163% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 277,629 | $2.45M | 0.2% | +25.9% | 0.839% | |
4/20/2023 | Melfa Wealth Management LLC | 84,124 | $741K | 0.7% | -1.9% | 0.254% | |
4/20/2023 | Fortress Wealth Management Inc. | 35,000 | $308K | 0.2% | N/A | 0.106% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 111,705 | $984K | 0.0% | +27.8% | 0.337% | |
4/14/2023 | Raymond James & Associates | 18,913 | $167K | 0.0% | +8.3% | 0.057% | |
4/11/2023 | Mutual Advisors LLC | 12,030 | $106K | 0.0% | -37.7% | 0.036% | |
2/17/2023 | Sterling Group Wealth Management LLC | 370,547 | $3.13M | 3.1% | N/A | 1.119% | |
2/13/2023 | Advisors Asset Management Inc. | 417,738 | $3.53M | 0.1% | +30.8% | 1.262% | |
2/9/2023 | Landscape Capital Management L.L.C. | 10,190 | $86K | 0.0% | N/A | 0.031% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 87,378 | $738K | 0.0% | +13.4% | 0.264% | |
2/8/2023 | Belpointe Asset Management LLC | 3,000 | $25K | 0.0% | N/A | 0.009% | |
2/8/2023 | UBS Group AG | 605,400 | $5.12M | 0.0% | +60.0% | 1.828% | |
2/7/2023 | Commonwealth Equity Services LLC | 39,099 | $330K | 0.0% | -8.8% | 0.118% | |
2/7/2023 | Regatta Capital Group LLC | 136,682 | $1.16M | 0.4% | N/A | 0.413% | |
2/7/2023 | LPL Financial LLC | 102,877 | $869K | 0.0% | -19.1% | 0.311% | |
2/6/2023 | Parallel Advisors LLC | 4,655 | $39K | 0.0% | +62.2% | 0.014% | |
2/3/2023 | Tortoise Investment Management LLC | 217,371 | $1.84M | 0.3% | -4.0% | 0.657% | |
2/1/2023 | Garrison Point Advisors LLC | 14,350 | $121K | 0.1% | -14.6% | 0.043% | |
1/31/2023 | Melfa Wealth Management LLC | 85,737 | $724K | 0.8% | N/A | 0.259% | |
1/31/2023 | Wedbush Securities Inc. | 15,494 | $131K | 0.0% | N/A | 0.047% | |
1/24/2023 | Osborne Partners Capital Management LLC | 48,000 | $406K | 0.0% | -4.0% | 0.145% | |
1/18/2023 | Private Trust Co. NA | 12,230 | $103K | 0.0% | -14.3% | 0.037% | |
1/12/2023 | Mutual Advisors LLC | 19,311 | $163K | 0.0% | -69.5% | 0.058% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 220,516 | $1.86M | 0.1% | +124.3% | 0.666% | |
1/11/2023 | RB Capital Management LLC | 16,636 | $141K | 0.0% | -47.8% | 0.050% | |
11/15/2022 | Cantor Fitzgerald L. P. | 14,191 | $117K | 0.0% | -26.1% | 0.043% | |
11/14/2022 | Guggenheim Capital LLC | 567,609 | $4.69M | 0.0% | +3.6% | 1.714% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 98,311 | $812K | 0.1% | +210.2% | 0.297% | |
11/10/2022 | Strategic Wealth Advisors Group LLC | 50,414 | $416K | 0.0% | +87.2% | 0.152% | |
11/10/2022 | UBS Group AG | 378,441 | $3.12M | 0.0% | +4.2% | 1.143% | |
11/8/2022 | Advisors Asset Management Inc. | 319,454 | $2.64M | 0.1% | +23.7% | 0.965% | |
11/7/2022 | D.A. Davidson & CO. | 33,136 | $276K | 0.0% | +5.6% | 0.100% | |
11/4/2022 | Tortoise Investment Management LLC | 226,386 | $1.87M | 0.4% | -1.7% | 0.684% | |
11/3/2022 | Mutual Advisors LLC | 63,415 | $523K | 0.0% | +2.7% | 0.192% | |
11/3/2022 | Fiera Capital Corp | 273,211 | $2.24M | 0.0% | -0.7% | 0.825% | |
10/27/2022 | Osborne Partners Capital Management LLC | 50,000 | $413K | 0.0% | -3.3% | 0.151% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 350,878 | $2.90M | 0.0% | +2.3% | 1.060% | |
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 |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 77,046 | $636K | 0.0% | -2.0% | 0.233% | |
9/16/2022 | Private Trust Co. NA | 14,273 | $125K | 0.0% | N/A | 0.043% | |
8/15/2022 | Mutual Advisors LLC | 61,759 | $539K | 0.0% | +37.7% | 0.187% | |
8/12/2022 | First Foundation Advisors | 85,698 | $748K | 0.0% | +9.9% | 0.259% | |
8/11/2022 | Cetera Investment Advisers | 16,262 | $142K | 0.0% | -6.4% | 0.049% | |
8/10/2022 | Fiera Capital Corp | 275,161 | $2.40M | 0.0% | +13.9% | 0.831% | |
8/10/2022 | Garrison Point Advisors LLC | 16,794 | $147K | 0.1% | -9.5% | 0.051% | |
8/9/2022 | SeaCrest Wealth Management LLC | 6,902 | $60K | 0.0% | N/A | 0.021% | |
8/8/2022 | Advisors Asset Management Inc. | 258,217 | $2.25M | 0.0% | +210.6% | 0.780% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 5,000 | $44K | 0.0% | N/A | 0.015% | |