4/29/2024 | Benjamin F. Edwards & Company Inc. | 17,419 | $369K | 0.0% | N/A | 0.005% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 191,473 | $4.04M | 0.7% | +465.3% | 0.055% | |
4/29/2024 | RWA Wealth Partners LLC | 520,070 | $11.00M | 0.1% | +5,264.9% | 0.148% | |
4/29/2024 | Kensington Asset Management LLC | 2,103,300 | $44.49M | 2.2% | +10.5% | 0.599% | |
4/27/2024 | K.J. Harrison & Partners Inc | 40,000 | $846K | 0.1% | +23.1% | 0.011% | |
4/26/2024 | UMB Bank n.a. | 45,491 | $962K | 0.0% | -7.4% | 0.013% | |
|
4/26/2024 | Clear Creek Financial Management LLC | 54,741 | $1.16M | 0.1% | +227.4% | 0.016% | |
4/26/2024 | Sumitomo Life Insurance Co. | 3,011,216 | $63.69M | 1.6% | +1.9% | 0.857% | |
4/26/2024 | LifePro Asset Management | 356,735 | $7.55M | 5.0% | +30.9% | 0.102% | |
4/26/2024 | Latitude Advisors LLC | 9,522 | $201K | 0.1% | N/A | 0.003% | |
4/26/2024 | Bogart Wealth LLC | 238,426 | $5.04M | 0.3% | +861.4% | 0.068% | |
4/25/2024 | Triumph Capital Management | 162,436 | $3.43M | 1.4% | +8.4% | 0.046% | |
4/25/2024 | Simplex Trading LLC | 168,527 | $3.56M | 0.0% | N/A | 0.048% | |
4/25/2024 | IMA Wealth Inc. | 16,757 | $354K | 0.2% | -24.3% | 0.005% | |
4/25/2024 | Summit Financial LLC | 22,863 | $484K | 0.0% | N/A | 0.007% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 201,758 | $4.27M | 0.0% | +4.6% | 0.057% | |
4/24/2024 | CENTRAL TRUST Co | 159,799 | $3.38M | 0.1% | +1.4% | 0.046% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 1,660 | $35K | 0.0% | N/A | 0.000% | |
4/24/2024 | Smith Anglin Financial LLC | 43,503 | $920K | 0.1% | +25.1% | 0.012% | |
4/24/2024 | Simplicity Wealth LLC | 25,158 | $532K | 0.0% | +22.1% | 0.007% | |
4/24/2024 | Spire Wealth Management | 262,166 | $5.55M | 0.2% | +34.6% | 0.075% | |
4/23/2024 | Global Retirement Partners LLC | 89,603 | $1.90M | 0.1% | +26.4% | 0.026% | |
4/23/2024 | Mason & Associates Inc | 1,295,417 | $27.40M | 7.3% | -24.0% | 0.369% | |
4/23/2024 | Sweet Financial Partners LLC | 20,784 | $440K | 0.1% | -20.3% | 0.006% | |
4/23/2024 | McAdam LLC | 323,755 | $6.85M | 0.4% | +7.1% | 0.092% | |
4/23/2024 | Regatta Capital Group LLC | 12,822 | $271K | 0.1% | N/A | 0.004% | |
4/23/2024 | Strategic Blueprint LLC | 34,874 | $738K | 0.1% | -15.0% | 0.010% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 672,249 | $14.22M | 0.0% | +32.2% | 0.191% | |
4/22/2024 | Strategic Financial Concepts LLC | 72,804 | $1.54M | 0.4% | N/A | 0.021% | |
4/22/2024 | PFG Investments LLC | 26,957 | $570K | 0.0% | N/A | 0.008% | |
4/22/2024 | Family Investment Center Inc. | 901,715 | $19.07M | 6.1% | +3,843.3% | 0.257% | |
4/22/2024 | Drive Wealth Management LLC | 34,701 | $734K | 0.2% | N/A | 0.010% | |
4/22/2024 | Raymond James & Associates | 1,074,214 | $22.72M | 0.0% | -3.3% | 0.306% | |
4/22/2024 | Everpar Advisors LLC | 18,308 | $387K | 0.2% | +3.1% | 0.005% | |
4/22/2024 | BTS Asset Management Inc. | 8,419 | $178K | 0.1% | N/A | 0.002% | |
4/19/2024 | DMC Group LLC | 102,143 | $2.16M | 1.9% | +4.4% | 0.029% | |
4/19/2024 | JTC Employer Solutions Trustee Ltd | 1,660 | $35K | 0.0% | -44.9% | 0.000% | |
4/19/2024 | Tradewinds Capital Management LLC | 75,772 | $1.60M | 0.4% | +2.0% | 0.022% | |
4/18/2024 | Congress Wealth Management LLC DE | 315,607 | $6.68M | 0.1% | -1.6% | 0.090% | |
4/18/2024 | Hexagon Capital Partners LLC | 24,933 | $527K | 0.1% | -18.6% | 0.007% | |
Charles Payne’s Gift to Stock Investors (Ad) Right now, millions of good honest folks are feeling the squeeze.
Last year's terrible market did a number on their accounts.
Stock values plunged.
Retirement accounts lost too. Watch Insider's Advantage Event Tuesday at 4:00 PM ET |
4/18/2024 | Miracle Mile Advisors LLC | 776,205 | $16.42M | 0.4% | -7.5% | 0.221% | |
4/18/2024 | Fifth Third Securities Inc. | 338,489 | $7.16M | 0.7% | -14.9% | 0.096% | |
4/17/2024 | Grimes & Company Inc. | 8,820,897 | $186.56M | 5.7% | +3.0% | 2.512% | |
4/17/2024 | Burns J W & Co. Inc. NY | 21,750 | $460K | 0.1% | -3.8% | 0.006% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 37,146 | $786K | 0.0% | -60.1% | 0.011% | |
4/16/2024 | Capital Asset Advisory Services LLC | 10,756 | $227K | 0.0% | N/A | 0.003% | |
4/16/2024 | Transform Wealth LLC | 959,550 | $20.29M | 1.9% | +51.4% | 0.273% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 95,968 | $2.03M | 0.0% | +7.6% | 0.027% | |
4/15/2024 | Wealthcare Capital Management LLC | 47,429 | $1.00M | 0.1% | -28.0% | 0.014% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 651,243 | $13.77M | 0.5% | +9.9% | 0.185% | |
4/15/2024 | RFG Holdings Inc. | 1,433,583 | $30.32M | 12.8% | +8.3% | 0.408% | |
4/15/2024 | Aletheian Wealth Advisors LLC | 60,124 | $1.27M | 0.7% | +8.6% | 0.017% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,230 | $26K | 0.0% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 11,302 | $239K | 0.0% | +549.2% | 0.003% | |
4/15/2024 | Flagstar Advisors Inc. | 39,355 | $832K | 0.2% | +7.7% | 0.011% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 4,576,232 | $96.79M | 23.7% | +3.4% | 1.303% | |
4/13/2024 | IMC Chicago LLC | 36,172 | $765K | 0.0% | N/A | 0.019% | |
4/12/2024 | West Coast Financial LLC | 9,753 | $206K | 0.0% | -43.2% | 0.005% | |
4/12/2024 | Mechanics Bank Trust Department | 381,835 | $8.08M | 1.2% | +16.0% | 0.198% | |
4/12/2024 | Charles Schwab Trust Co | 139,307 | $2.95M | 0.3% | +19.6% | 0.072% | |
4/12/2024 | Worth Asset Management LLC | 29,513 | $624K | 0.4% | -64.5% | 0.015% | |
4/12/2024 | Ironwood Wealth Management Inc. | 1,000,871 | $21.13M | 11.1% | +3.3% | 0.520% | |
4/12/2024 | Global Assets Advisory LLC | 21,711 | $459K | 0.0% | +31.7% | 0.011% | |
4/11/2024 | Bangor Savings Bank | 13,351 | $282K | 0.0% | -58.7% | 0.007% | |
4/11/2024 | Independent Wealth Network Inc. | 42,895 | $907K | 2.4% | -2.6% | 0.022% | |
4/10/2024 | Park Avenue Securities LLC | 99,388 | $2.10M | 0.0% | +44.6% | 0.052% | |
4/10/2024 | Perennial Advisors LLC | 111,078 | $2.35M | 0.5% | -3.6% | 0.058% | |
4/5/2024 | NBC Securities Inc. | 9,453 | $199K | 0.0% | +12.3% | 0.005% | |
4/3/2024 | Strategic Advocates LLC | 42,201 | $893K | 0.3% | +5.5% | 0.022% | |
4/1/2024 | Appleton Partners Inc. MA | 134,663 | $2.85M | 0.2% | +1.8% | 0.070% | |
3/22/2024 | PNC Financial Services Group Inc. | 61,025 | $1.29M | 0.0% | -5.1% | 0.032% | |
3/15/2024 | Hart & Patterson Financial Group LLC | 64,495 | $1.37M | 0.7% | N/A | 0.033% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 30,183 | $639K | 0.0% | +2.6% | 0.016% | |
3/14/2024 | Yeomans Consulting Group Inc. | 738,957 | $15.65M | 7.8% | N/A | 0.384% | |
3/5/2024 | Wellington Management Group LLP | 915,670 | $19.39M | 0.0% | -30.7% | 0.475% | |
3/4/2024 | Richardson Financial Services Inc. | 1,977 | $42K | 0.0% | N/A | 0.001% | |
3/4/2024 | Vima LLC | 44,983 | $953K | 2.1% | N/A | 0.023% | |
3/1/2024 | Creekmur Asset Management LLC | 4,530 | $96K | 0.0% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 6,640,526 | $140.65M | 0.0% | +106.5% | 3.448% | |
2/26/2024 | Integrated Advisors Network LLC | 46,807 | $991K | 0.1% | -4.1% | 0.024% | |
2/23/2024 | Cim LLC | 442,598 | $9.33M | 1.6% | N/A | 0.230% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 212,959 | $4.51M | 3.9% | N/A | 0.111% | |
2/16/2024 | Global Assets Advisory LLC | 16,487 | $349K | 0.5% | +66.4% | 0.009% | |
2/15/2024 | Forefront Analytics LLC | 275,117 | $5.83M | 2.9% | +132.4% | 0.143% | |
2/15/2024 | Granby Capital Management LLC | 300,000 | $6.35M | 4.0% | N/A | 0.156% | |
2/15/2024 | Bain Capital Credit LP | 4,108,328 | $87.01M | 15.1% | +27.9% | 2.133% | |
2/15/2024 | BlueCrest Capital Management Ltd | 41,794 | $885K | 0.0% | -85.9% | 0.022% | |
2/14/2024 | Brown Wealth Management LLC | 187,422 | $3.97M | 1.8% | +115.5% | 0.097% | |
2/14/2024 | III Capital Management | 1,667,000 | $35.31M | 1.5% | +247.3% | 0.866% | |
2/14/2024 | Jones Road Capital Management L.P. | 312,572 | $6.62M | 1.7% | N/A | 0.162% | |
Charles Payne’s Gift to Stock Investors (Ad) Right now, millions of good honest folks are feeling the squeeze.
Last year's terrible market did a number on their accounts.
Stock values plunged.
Retirement accounts lost too. Watch Insider's Advantage Event Tuesday at 4:00 PM ET |
2/14/2024 | Left Brain Wealth Management LLC | 29,826 | $632K | 0.4% | +173.5% | 0.015% | |
2/14/2024 | Verition Fund Management LLC | 300,000 | $6.35M | 0.0% | +27.7% | 0.156% | |
2/14/2024 | Sei Investments Co. | 2,902,403 | $61.47M | 0.1% | -0.4% | 1.507% | |
2/14/2024 | Connectus Wealth LLC | 1,076,559 | $22.81M | 0.4% | -5.0% | 0.559% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 1,568 | $36K | 0.0% | N/A | 0.001% | |
2/14/2024 | Waterloo Capital L.P. | 100,068 | $2.12M | 0.3% | +40.0% | 0.052% | |
2/14/2024 | Prudential PLC | 2,398,926 | $50.81M | 0.5% | +12.1% | 1.246% | |
2/14/2024 | Angeles Investment Advisors LLC | 1,537,390 | $32.56M | 2.0% | -54.3% | 0.798% | |
2/13/2024 | Angeles Wealth Management LLC | 654,719 | $13.87M | 1.7% | -0.3% | 0.340% | |
2/13/2024 | Envestnet Asset Management Inc. | 3,272,084 | $69.30M | 0.0% | -14.9% | 1.699% | |