4/27/2024 | Foster Victor Wealth Advisors LLC | 124,888 | $11.78M | 1.1% | +12.5% | 0.006% | |
4/26/2024 | Pinnacle Associates Ltd. | 60,092 | $5.81M | 0.1% | -1.5% | 0.003% | |
4/26/2024 | Triasima Portfolio Management inc. | 29,335 | $2.84M | 0.2% | -0.6% | 0.001% | |
4/26/2024 | UMB Bank n.a. | 10,395 | $1.01M | 0.0% | -4.6% | 0.001% | |
4/26/2024 | Prestige Wealth Management Group LLC | 425 | $43K | 0.0% | -30.9% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 39,418 | $3.81M | 0.0% | -1.8% | 0.002% | |
|
4/26/2024 | Sage Rhino Capital LLC | 7,806 | $755K | 0.2% | +2.1% | 0.000% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 21,066 | $2.04M | 1.1% | +1.9% | 0.001% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 4,430 | $436K | 0.1% | -24.9% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 4,820 | $466K | 0.0% | N/A | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 18,388 | $1.78M | 0.1% | -0.9% | 0.001% | |
4/26/2024 | Latitude Advisors LLC | 3,499 | $338K | 0.2% | +18.5% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 2,157 | $209K | 0.0% | -25.0% | 0.000% | |
4/25/2024 | Glassy Mountain Advisors Inc. | 45,692 | $4.42M | 1.7% | +5.7% | 0.002% | |
4/25/2024 | Benedict Financial Advisors Inc. | 17,013 | $1.65M | 0.4% | -0.8% | 0.001% | |
4/25/2024 | Armor Investment Advisors LLC | 3,548 | $343K | 0.2% | -56.9% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 10,722 | $1.04M | 0.1% | +81.6% | 0.001% | |
4/25/2024 | Valeo Financial Advisors LLC | 7,022 | $691K | 0.0% | +5.2% | 0.000% | |
4/25/2024 | Telos Capital Management Inc. | 26,425 | $2.56M | 0.3% | -2.1% | 0.001% | |
4/25/2024 | Cascade Investment Advisors Inc. | 22,590 | $2.19M | 1.4% | +1.5% | 0.001% | |
4/25/2024 | Summit Financial LLC | 3,542 | $356K | 0.0% | -29.6% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 57,413 | $5.55M | 0.0% | +2.9% | 0.003% | |
4/24/2024 | Beddow Capital Management Inc. | 3,240 | $313K | 0.1% | -23.6% | 0.000% | |
4/24/2024 | CENTRAL TRUST Co | 7,635 | $739K | 0.0% | -6.3% | 0.000% | |
4/24/2024 | 1900 Wealth Management LLC | 5,481 | $530K | 0.0% | -21.9% | 0.000% | |
4/24/2024 | Berkshire Bank | 4,885 | $473K | 0.1% | +9.0% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 54,714 | $5.29M | 0.1% | N/A | 0.003% | |
4/24/2024 | Archford Capital Strategies LLC | 14,073 | $1.36M | 0.2% | +2.6% | 0.001% | |
4/24/2024 | NBT Bank N A NY | 26,003 | $2.52M | 0.2% | -1.2% | 0.001% | |
4/24/2024 | First Fiduciary Investment Counsel Inc. | 141,064 | $13.65M | 2.8% | -2.0% | 0.007% | |
4/24/2024 | Spire Wealth Management | 3,584 | $347K | 0.0% | -4.6% | 0.000% | |
4/24/2024 | Buttonwood Financial Advisors Inc. | 2,330 | $225K | 0.1% | -16.0% | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 6,247 | $604K | 0.1% | -2.5% | 0.000% | |
4/24/2024 | Bar Harbor Wealth Management | 4,023 | $389K | 0.0% | +14.3% | 0.000% | |
4/23/2024 | Godsey & Gibb Inc. | 197,265 | $19.08M | 2.0% | +0.8% | 0.010% | |
4/23/2024 | Busey Bank | 4,139 | $400K | 0.0% | +5.4% | 0.000% | |
4/23/2024 | BSW Wealth Partners | 7,576 | $733K | 0.1% | -9.5% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 4,530 | $438K | 0.0% | -16.9% | 0.000% | |
4/23/2024 | LaFleur & Godfrey LLC | 2,898 | $280K | 0.0% | -17.1% | 0.000% | |
4/23/2024 | Sage Mountain Advisors LLC | 3,384 | $327K | 0.0% | +53.5% | 0.000% | |
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4/23/2024 | Hamel Associates Inc. | 8,645 | $836K | 0.3% | -5.5% | 0.000% | |
4/23/2024 | Live Oak Private Wealth LLC | 80,395 | $7.78M | 1.3% | -0.4% | 0.004% | |
4/23/2024 | Community Financial Services Group LLC | 49,660 | $4.80M | 1.1% | N/A | 0.002% | |
4/23/2024 | Hall Laurie J Trustee | 27,657 | $2.68M | 0.9% | -0.5% | 0.001% | |
4/23/2024 | Gradient Investments LLC | 4,983 | $482K | 0.0% | -10.9% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 60,625 | $5.86M | 0.0% | +2.5% | 0.003% | |
4/23/2024 | Wesbanco Bank Inc. | 4,544 | $440K | 0.0% | +16.8% | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 4,597 | $462K | 0.0% | +6.3% | 0.000% | |
4/23/2024 | Stablepoint Partners LLC | 4,687 | $453K | 0.1% | +9.3% | 0.000% | |
4/23/2024 | Regatta Capital Group LLC | 4,596 | $445K | 0.1% | +5.3% | 0.000% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 7,096 | $675K | 0.0% | -9.2% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 337,957 | $32.69M | 0.0% | -2.7% | 0.017% | |
4/23/2024 | Sapient Capital LLC | 2,308 | $232K | 0.0% | -14.1% | 0.000% | |
4/22/2024 | Nilsine Partners LLC | 5,679 | $549K | 0.1% | -3.8% | 0.000% | |
4/22/2024 | Harbour Trust & Investment Management Co | 9,945 | $962K | 0.1% | -1.5% | 0.000% | |
4/22/2024 | HF Advisory Group LLC | 5,797 | $561K | 0.3% | +23.1% | 0.000% | |
4/22/2024 | PFG Investments LLC | 5,811 | $562K | 0.0% | N/A | 0.000% | |
4/22/2024 | Parsons Capital Management Inc. RI | 16,095 | $1.56M | 0.1% | -5.9% | 0.001% | |
4/22/2024 | Raymond James & Associates | 529,840 | $51.25M | 0.0% | +2.2% | 0.026% | |
4/20/2024 | Cohen Investment Advisors LLC | 3,870 | $374K | 0.2% | -15.1% | 0.000% | |
4/20/2024 | Mezzasalma Advisors LLC | 4,017 | $389K | 0.2% | N/A | 0.000% | |
4/19/2024 | Everett Harris & Co. CA | 21,493 | $2.08M | 0.0% | -2.7% | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 21,128 | $2.04M | 0.2% | +2.8% | 0.001% | |
4/19/2024 | Abundance Wealth Counselors | 12,199 | $1.18M | 0.3% | +2.2% | 0.001% | |
4/19/2024 | Norden Group LLC | 2,142 | $207K | 0.0% | N/A | 0.000% | |
4/19/2024 | Arvest Investments Inc. | 20,646 | $2.00M | 0.3% | -14.9% | 0.001% | |
4/19/2024 | Valley National Advisers Inc. | 17,145 | $1.66M | 0.3% | -1.7% | 0.001% | |
4/19/2024 | Carret Asset Management LLC | 41,154 | $3.98M | 0.5% | -0.5% | 0.002% | |
4/19/2024 | Azzad Asset Management Inc. ADV | 20,284 | $1.96M | 0.2% | +0.8% | 0.001% | |
4/18/2024 | Naviter Wealth LLC | 47,358 | $4.75M | 0.8% | +14.9% | 0.002% | |
4/18/2024 | West Oak Capital LLC | 13,208 | $1.28M | 0.5% | +1.9% | 0.001% | |
4/18/2024 | InTrack Investment Management Inc | 3,400 | $329K | 0.2% | -8.1% | 0.000% | |
4/18/2024 | Woodmont Investment Counsel LLC | 39,671 | $3.84M | 0.3% | +2.4% | 0.002% | |
4/18/2024 | Synergy Asset Management LLC | 26,555 | $2.57M | 0.4% | -13.9% | 0.001% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 3,578 | $346K | 0.1% | +24.7% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 4,754 | $460K | 0.0% | +1,029.2% | 0.000% | |
4/18/2024 | AlphaMark Advisors LLC | 965 | $93K | 0.0% | +37.9% | 0.000% | |
4/18/2024 | Hexagon Capital Partners LLC | 3,613 | $349K | 0.1% | -6.3% | 0.000% | |
4/18/2024 | Park Place Capital Corp | 1,673 | $162K | 0.1% | -31.9% | 0.000% | |
4/18/2024 | BKM Wealth Management LLC | 5,297 | $512K | 0.2% | +837.5% | 0.000% | |
4/18/2024 | Optas LLC | 3,006 | $291K | 0.1% | -4.4% | 0.000% | |
4/17/2024 | D.B. Root & Company LLC | 3,902 | $377K | 0.1% | -3.8% | 0.000% | |
4/17/2024 | Cornerstone Wealth Group LLC | 27,443 | $2.66M | 0.2% | -2.2% | 0.001% | |
4/17/2024 | Founders Financial Securities LLC | 2,738 | $265K | 0.0% | +13.1% | 0.000% | |
4/17/2024 | Private Ocean LLC | 255 | $25K | 0.0% | N/A | 0.000% | |
4/17/2024 | Baker Ellis Asset Management LLC | 12,169 | $1.18M | 0.2% | -4.7% | 0.001% | |
4/17/2024 | Grimes & Company Inc. | 14,522 | $1.41M | 0.0% | -3.2% | 0.001% | |
4/17/2024 | Burns J W & Co. Inc. NY | 8,084 | $782K | 0.1% | +2.1% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 3,993 | $386K | 0.0% | +3.0% | 0.000% | |
4/16/2024 | Independence Bank of Kentucky | 1,963 | $190K | 0.1% | +21.4% | 0.000% | |
His win rate puts Warren Buffett to shame… (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
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4/16/2024 | Norris Perne & French LLP MI | 2,797 | $271K | 0.0% | -16.8% | 0.000% | |
4/16/2024 | Kathmere Capital Management LLC | 12,479 | $1.21M | 0.1% | +11.7% | 0.001% | |
4/16/2024 | Cambridge Advisors Inc. | 10,075 | $975K | 0.2% | -6.5% | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 18,017 | $1.74M | 0.1% | -7.0% | 0.001% | |
4/16/2024 | Register Financial Advisors LLC | 581 | $56K | 0.0% | N/A | 0.000% | |
4/16/2024 | Cypress Wealth Services LLC | 2,084 | $202K | 0.0% | N/A | 0.000% | |
4/16/2024 | Transform Wealth LLC | 23,646 | $2.38M | 0.2% | -1.8% | 0.001% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 2,157 | $209K | 0.1% | -8.5% | 0.000% | |
4/16/2024 | Chesley Taft & Associates LLC | 32,712 | $3.16M | 0.2% | -1.1% | 0.002% | |
4/16/2024 | Scharf Investments LLC | 1,364,854 | $132.02M | 3.6% | -4.1% | 0.064% | |