3/1/2024 | Goldman Sachs Group Inc. | 488,873 | $51.63M | 0.0% | +484.6% | 3.822% | |
2/14/2024 | Watchman Group Inc. | 212,533 | $22.45M | 7.4% | N/A | 1.662% | |
2/14/2024 | Valley Financial Group Inc. | 15,031 | $1.59M | 1.2% | N/A | 0.118% | |
2/12/2024 | Fiduciary Trust Co | 24,255 | $2.56M | 0.0% | -18.8% | 0.190% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,064 | $429K | 0.0% | N/A | 0.032% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 3,577 | $378K | 0.0% | -9.4% | 0.028% | |
|
2/9/2024 | Orion Portfolio Solutions LLC | 4,416 | $467K | 0.0% | +108.3% | 0.035% | |
2/9/2024 | AWM Capital LLC | 349,597 | $36.92M | 6.8% | -5.4% | 2.733% | |
2/9/2024 | UBS Group AG | 425,071 | $44.89M | 0.0% | -6.5% | 3.323% | |
2/8/2024 | Financial Advocates Investment Management | 4,512 | $476K | 0.0% | -66.5% | 0.035% | |
2/8/2024 | Ceera Investments LLC | 2,473 | $261K | 0.1% | +24.4% | 0.019% | |
2/8/2024 | Core Wealth Partners LLC | 23,245 | $2.46M | 2.0% | -9.1% | 0.182% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 12,733 | $1.35M | 0.1% | -2.6% | 0.100% | |
2/7/2024 | Wrapmanager Inc. | 19,433 | $2.05M | 0.6% | -27.6% | 0.152% | |
2/6/2024 | EdgeRock Capital LLC | 16,718 | $1.77M | 1.3% | N/A | 0.131% | |
2/6/2024 | Private Advisor Group LLC | 283,293 | $29.92M | 0.2% | +18.2% | 2.215% | |
2/6/2024 | Avidian Wealth Solutions LLC | 3,879 | $410K | 0.0% | -17.5% | 0.030% | |
2/6/2024 | Power Wealth Management LLC | 35,313 | $3.73M | 2.6% | N/A | 0.276% | |
2/6/2024 | Commonwealth Equity Services LLC | 256,228 | $27.06M | 0.0% | -6.1% | 2.003% | |
2/6/2024 | Johnson Financial Group LLC | 2,500 | $264K | 0.0% | -58.3% | 0.020% | |
2/2/2024 | Truist Financial Corp | 61,466 | $6.49M | 0.0% | -19.0% | 0.481% | |
2/2/2024 | Kovack Advisors Inc. | 2,500 | $264K | 0.0% | N/A | 0.020% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,364 | $989K | 0.0% | +3.9% | 0.073% | |
2/1/2024 | Telemus Capital LLC | 37,892 | $4.00M | 0.3% | +13.2% | 0.296% | |
1/31/2024 | HTLF Bank | 55,312 | $5.84M | 0.7% | N/A | 0.432% | |
1/31/2024 | Dock Street Asset Management Inc. | 186,882 | $19.74M | 3.1% | -7.8% | 1.461% | |
1/30/2024 | ACT Advisors LLC. | 4,742 | $501K | 0.3% | N/A | 0.037% | |
1/29/2024 | Valeo Financial Advisors LLC | 13,572 | $1.43M | 0.1% | N/A | 0.106% | |
1/24/2024 | Stratos Wealth Partners LTD. | 128,995 | $13.62M | 0.3% | +7.6% | 1.009% | |
1/24/2024 | Private Trust Co. NA | 1,734 | $183K | 0.0% | +91.6% | 0.014% | |
1/23/2024 | Venturi Wealth Management LLC | 5,945 | $628K | 0.0% | -58.5% | 0.046% | |
1/23/2024 | CPR Investments Inc. | 14,491 | $1.53M | 1.5% | N/A | 0.113% | |
1/22/2024 | Pinnacle Financial Partners Inc | 98,550 | $10.41M | 0.2% | N/A | 0.771% | |
1/22/2024 | Secure Asset Management LLC | 3,327 | $351K | 0.1% | -40.8% | 0.026% | |
1/19/2024 | IRON Financial LLC | 11,049 | $1.17M | 0.7% | -34.3% | 0.086% | |
1/19/2024 | PFG Advisors | 4,658 | $492K | 0.0% | +50.5% | 0.036% | |
1/18/2024 | Global Retirement Partners LLC | 6,359 | $673K | 0.0% | +9,534.8% | 0.050% | |
1/17/2024 | IFG Advisory LLC | 62,740 | $6.63M | 0.5% | +43.5% | 0.491% | |
1/12/2024 | Mutual Advisors LLC | 4,227 | $446K | 0.0% | +16.8% | 0.033% | |
1/11/2024 | Brookstone Capital Management | 275,880 | $29.13M | 0.6% | +4.3% | 2.157% | |
Dems have chosen Biden replacement? (Ad) On November 16, 2023…
Joe Biden accidentally revealed the name of the candidate…
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1/11/2024 | Ausdal Financial Partners Inc. | 2,856 | $302K | 0.0% | -78.3% | 0.022% | |
11/16/2023 | Titan Capital Management LLC TX | 140,454 | $14.82M | 20.0% | +11.8% | 1.098% | |
11/16/2023 | VitalStone Financial LLC | 1,345 | $142K | 0.1% | N/A | 0.011% | |
11/16/2023 | Belpointe Asset Management LLC | 2,545 | $269K | 0.0% | +4.0% | 0.020% | |
11/14/2023 | SMI Advisory Services LLC | 9,786 | $1.04M | 0.4% | N/A | 0.077% | |
11/14/2023 | Mutual Advisors LLC | 3,618 | $382K | 0.0% | -37.0% | 0.028% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 13,075 | $1.38M | 0.1% | -17.6% | 0.102% | |
11/13/2023 | Mariner LLC | 19,401 | $2.05M | 0.0% | -20.4% | 0.152% | |
11/13/2023 | LPL Financial LLC | 760,648 | $80.25M | 0.1% | +5.8% | 5.947% | |
11/13/2023 | Envestnet Asset Management Inc. | 33,172 | $3.50M | 0.0% | +5.7% | 0.259% | |
11/13/2023 | PNC Financial Services Group Inc. | 1,417,091 | $149.50M | 0.1% | +72.1% | 11.080% | |
11/9/2023 | UBS Group AG | 454,689 | $47.97M | 0.0% | +25.2% | 3.555% | |
11/8/2023 | HighTower Advisors LLC | 104,393 | $11.01M | 0.0% | +472.2% | 0.816% | |
11/8/2023 | Atria Wealth Solutions Inc. | 9,009 | $950K | 0.0% | -23.7% | 0.070% | |
11/8/2023 | Keybank National Association OH | 2,990 | $315K | 0.0% | -14.6% | 0.023% | |
11/7/2023 | AWM Capital LLC | 369,404 | $38.97M | 7.9% | +75.6% | 2.888% | |
11/7/2023 | Johnson Financial Group LLC | 6,000 | $633K | 0.1% | -25.0% | 0.047% | |
11/7/2023 | Savant Capital LLC | 2,022 | $213K | 0.0% | -19.2% | 0.016% | |
11/6/2023 | Wrapmanager Inc. | 26,838 | $2.83M | 0.9% | -50.4% | 0.210% | |
11/3/2023 | Private Advisor Group LLC | 239,675 | $25.29M | 0.2% | +26.9% | 1.874% | |
11/2/2023 | Venturi Wealth Management LLC | 14,329 | $1.51M | 0.1% | N/A | 0.112% | |
11/1/2023 | Orion Portfolio Solutions LLC | 2,120 | $224K | 0.0% | -49.4% | 0.017% | |
10/31/2023 | IRON Financial LLC | 16,829 | $1.78M | 1.0% | -2.8% | 0.132% | |
10/30/2023 | Win Advisors Inc. | 14,383 | $1.52M | 0.7% | N/A | 0.112% | |
10/30/2023 | Dock Street Asset Management Inc. | 202,765 | $21.39M | 3.7% | -8.1% | 1.585% | |
10/27/2023 | Financial Advocates Investment Management | 13,462 | $1.42M | 0.1% | +15.5% | 0.105% | |
10/27/2023 | Dubuque Bank & Trust Co | 27,636 | $2.92M | 0.4% | -8.7% | 0.216% | |
10/25/2023 | Telemus Capital LLC | 33,483 | $3.53M | 0.3% | -67.4% | 0.262% | |
10/24/2023 | Stratos Wealth Partners LTD. | 119,911 | $12.65M | 0.3% | +17.6% | 0.938% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 8,103 | $855K | 0.0% | +6.9% | 0.063% | |
10/23/2023 | Commonwealth Equity Services LLC | 272,744 | $28.78M | 0.1% | +7.1% | 2.132% | |
10/20/2023 | Brookstone Capital Management | 264,529 | $27.99M | 0.6% | +32.9% | 2.068% | |
10/18/2023 | Secure Asset Management LLC | 5,624 | $593K | 0.2% | -15.6% | 0.044% | |
10/18/2023 | Advisory Alpha LLC | 2,318 | $245K | 0.0% | N/A | 0.018% | |
10/17/2023 | Impact Partnership Wealth LLC | 691 | $73K | 0.0% | N/A | 0.005% | |
10/13/2023 | PFG Advisors | 3,095 | $326K | 0.0% | -27.7% | 0.024% | |
10/13/2023 | Avidian Wealth Solutions LLC | 4,700 | $496K | 0.0% | -65.8% | 0.037% | |
10/12/2023 | IFP Advisors Inc | 38,574 | $4.07M | 0.2% | +229.0% | 0.302% | |
10/11/2023 | Geneos Wealth Management Inc. | 900 | $95K | 0.0% | -40.0% | 0.007% | |
10/11/2023 | AE Wealth Management LLC | 2,307 | $243K | 0.0% | N/A | 0.018% | |
9/13/2023 | AWM Capital LLC | 210,328 | $22.18M | 5.4% | +32.8% | 1.644% | |
8/14/2023 | IFP Advisors Inc | 11,723 | $1.24M | 0.1% | +0.8% | 0.092% | |
8/11/2023 | Renaissance Technologies LLC | 215,100 | $22.69M | 0.0% | +89.5% | 1.682% | |
8/11/2023 | PNC Financial Services Group Inc. | 823,442 | $86.85M | 0.1% | +122.9% | 6.438% | |
8/10/2023 | Commonwealth Equity Services LLC | 254,713 | $26.87M | 0.1% | +4.6% | 1.992% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 15,862 | $1.67M | 0.1% | +4.1% | 0.124% | |
8/10/2023 | Titan Capital Management LLC TX | 125,606 | $13.25M | 14.4% | -3.3% | 0.982% | |
8/10/2023 | Private Advisor Group LLC | 188,938 | $19.93M | 0.2% | +20.1% | 1.477% | |
8/10/2023 | Cetera Advisor Networks LLC | 10,355 | $1.09M | 0.0% | -26.0% | 0.081% | |
8/9/2023 | Flow Traders U.S. LLC | 13,614 | $1.44M | 0.1% | N/A | 0.106% | |
Dems have chosen Biden replacement? (Ad) On November 16, 2023…
Joe Biden accidentally revealed the name of the candidate…
Who will replace him in the 2024 presidential election. See who it is HERE. |
8/8/2023 | Wrapmanager Inc. | 54,137 | $5.71M | 1.8% | -8.1% | 0.423% | |
8/4/2023 | Envestnet Asset Management Inc. | 31,373 | $3.31M | 0.0% | -4.4% | 0.248% | |
8/4/2023 | Ceera Investments LLC | 2,473 | $261K | 0.2% | N/A | 0.020% | |
8/4/2023 | IFP Advisors Inc | 11,723 | $1.24M | 0.1% | +0.8% | 0.093% | |
8/3/2023 | Atria Wealth Solutions Inc. | 11,807 | $1.25M | 0.0% | +25.2% | 0.093% | |
8/3/2023 | Avidian Wealth Solutions LLC | 13,754 | $1.45M | 0.1% | -94.7% | 0.109% | |
8/2/2023 | Bank of Montreal Can | 5,800 | $613K | 0.0% | N/A | 0.046% | |
8/1/2023 | Truist Financial Corp | 63,420 | $6.69M | 0.0% | +18.8% | 0.501% | |
8/1/2023 | Fiduciary Trust Co. | 29,872 | $3.15M | 0.1% | N/A | 0.236% | |
7/31/2023 | LPL Financial LLC | 718,915 | $75.82M | 0.1% | -12.6% | 5.674% | |