| 5/17/2024 | Investmark Advisory Group LLC | 50,406 | $1.28M | 0.7% | +1.6% | 0.019% | |
| 5/17/2024 | Comerica Bank | 4,496,412 | $114.39M | 0.5% | -0.1% | 1.693% | |
| 5/16/2024 | Jane Street Group LLC | 605,366 | $15.40M | 0.0% | -62.4% | 0.228% | |
| 5/16/2024 | Ancora Advisors LLC | 85,323 | $2.17M | 0.0% | -30.0% | 0.032% | |
| 5/16/2024 | WPWealth LLP | 104,560 | $2.66M | 0.7% | +23.4% | 0.039% | |
| 5/15/2024 | Ascent Group LLC | 21,603 | $550K | 0.0% | -4.8% | 0.008% | |
|
| 5/15/2024 | BOKF NA | 6,991 | $178K | 0.0% | N/A | 0.003% | |
| 5/15/2024 | Kestra Advisory Services LLC | 680,182 | $17.30M | 0.1% | +9.4% | 0.256% | |
| 5/15/2024 | LRI Investments LLC | 997,071 | $25.81M | 3.4% | N/A | 0.375% | |
| 5/14/2024 | EP Wealth Advisors LLC | 370,693 | $9.43M | 0.1% | -1.2% | 0.140% | |
| 5/14/2024 | CreativeOne Wealth LLC | 37,834 | $962K | 0.0% | N/A | 0.014% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 78,283 | $1.99M | 0.2% | +1.9% | 0.029% | |
| 5/14/2024 | Northwest Wealth Management LLC | 103,366 | $2.63M | 0.7% | -1.2% | 0.039% | |
| 5/14/2024 | Kraft Asset Management LLC | 111,243 | $2.83M | 2.3% | -2.7% | 0.042% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 38,286 | $974K | 0.3% | -8.2% | 0.014% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 24,883 | $633K | 0.2% | +6.7% | 0.009% | |
| 5/13/2024 | Alerus Financial NA | 3,914,964 | $99.60M | 7.5% | -0.8% | 1.474% | |
| 5/11/2024 | Orion Capital Management LLC | 3,371 | $86K | 0.0% | -17.8% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 696,968 | $17.73M | 0.0% | -16.2% | 0.262% | |
| 5/10/2024 | ARK & TLK Investments LLC | 425,201 | $10.82M | 3.5% | -1.0% | 0.160% | |
| 5/10/2024 | Truepoint Inc. | 356,751 | $9.08M | 0.3% | +0.6% | 0.134% | |
| 5/9/2024 | Forum Financial Management LP | 1,559,561 | $39.68M | 0.7% | -2.3% | 0.587% | |
| 5/9/2024 | Brighton Jones LLC | 436,649 | $11.11M | 0.4% | +6.1% | 0.164% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 51,853 | $1.32M | 0.0% | -7.5% | 0.020% | |
| 5/9/2024 | Renasant Bank | 14,155 | $360K | 0.3% | N/A | 0.005% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 8,840 | $225K | 0.0% | N/A | 0.003% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 756,908 | $19.26M | 1.9% | +8.4% | 0.285% | |
| 5/7/2024 | Retirement Solution Inc. | 70,278 | $1.79M | 0.5% | +9.6% | 0.026% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,878 | $200K | 0.0% | N/A | 0.003% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,436 | $545K | 0.0% | -16.6% | 0.008% | |
| 5/6/2024 | Ruedi Wealth Management Inc. | 462,961 | $11.78M | 5.0% | +0.8% | 0.174% | |
| 5/6/2024 | DiNuzzo Private Wealth Inc. | 219,931 | $5.60M | 0.8% | -0.4% | 0.083% | |
| 5/4/2024 | Hemington Wealth Management | 350,880 | $8.93M | 3.2% | -2.2% | 0.133% | |
| 5/4/2024 | Financial Connections Group Inc. | 377,515 | $9.60M | 10.5% | +7.7% | 0.143% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 9,146 | $233K | 0.0% | N/A | 0.003% | |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 372,117 | $9.47M | 5.3% | +1.6% | 0.141% | |
| 5/4/2024 | Gould Asset Management LLC CA | 157,486 | $4.01M | 1.0% | +10.1% | 0.060% | |
| 5/4/2024 | Glassman Wealth Services | 1,423,560 | $36.22M | 7.3% | +6.4% | 0.539% | |
| 5/3/2024 | TFB Advisors LLC | 28,831 | $720K | 0.3% | +15.1% | 0.011% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,944,723 | $49.47M | 5.9% | -38.0% | 0.736% | |
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| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 62,746 | $1.60M | 0.4% | +4.7% | 0.024% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 105,511 | $2.68M | 0.2% | -2.2% | 0.040% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,585,013 | $40.32M | 0.9% | -1.7% | 0.600% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 102,980 | $2.62M | 1.0% | +18.6% | 0.039% | |
| 5/2/2024 | Financial Counselors Inc. | 33,297 | $847K | 0.0% | N/A | 0.013% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 270,338 | $6.65M | 5.5% | +4.6% | 0.102% | |
| 5/2/2024 | Elevate Wealth Advisory Inc. | 47,824 | $1.22M | 1.1% | -1.3% | 0.018% | |
| 5/1/2024 | Cherry Tree Wealth Management LLC | 94,803 | $2.41M | 0.6% | -0.6% | 0.036% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 15,366 | $391K | 0.0% | -8.1% | 0.006% | |
| 5/1/2024 | Blue Trust Inc. | 29,914 | $761K | 0.0% | +66.1% | 0.011% | |
| 5/1/2024 | Summit Wealth Group LLC | 146,171 | $3.72M | 2.5% | -0.4% | 0.055% | |
| 5/1/2024 | Mission Wealth Management LP | 17,793 | $453K | 0.0% | +5.0% | 0.007% | |
| 5/1/2024 | DecisionPoint Financial LLC | 21,941 | $552K | 0.2% | -4.0% | 0.008% | |
| 4/30/2024 | Private Advisor Group LLC | 1,009,103 | $25.67M | 0.2% | +2.2% | 0.382% | |
| 4/30/2024 | RF&L Wealth Management LLC | 43,503 | $1.11M | 0.9% | -2.2% | 0.016% | |
| 4/30/2024 | Concord Wealth Partners | 134,999 | $3.43M | 0.6% | +3.5% | 0.051% | |
| 4/30/2024 | Vance Wealth Inc. | 1,094,202 | $27.84M | 11.1% | +1.7% | 0.414% | |
| 4/30/2024 | Private Wealth Management Group LLC | 1,174 | $30K | 0.0% | -70.9% | 0.000% | |
| 4/30/2024 | Investment Advisory Group LLC | 181,870 | $4.63M | 1.9% | -4.2% | 0.069% | |
| 4/30/2024 | Stock Yards Bank & Trust Co. | 12,130 | $309K | 0.0% | N/A | 0.005% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 5,732,153 | $145.83M | 0.2% | +3.8% | 2.170% | |
| 4/29/2024 | American Capital Advisory LLC | 3,063 | $78K | 0.1% | -42.7% | 0.001% | |
| 4/29/2024 | PBMares Wealth Management LLC | 286,634 | $7.29M | 1.9% | +1.4% | 0.108% | |
| 4/29/2024 | RAM Investment Partners LLC | 175,598 | $4.47M | 1.4% | -3.5% | 0.066% | |
| 4/29/2024 | Intelligent Financial Strategies | 36,090 | $918K | 0.6% | -66.2% | 0.014% | |
| 4/27/2024 | Glass Jacobson Investment Advisors llc | 36,276 | $923K | 0.3% | -3.2% | 0.014% | |
| 4/26/2024 | Sage Rhino Capital LLC | 35,128 | $894K | 0.2% | +1.2% | 0.013% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 675,465 | $16.89M | 0.7% | -2.7% | 0.256% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 32,074 | $816K | 0.0% | N/A | 0.012% | |
| 4/26/2024 | LifePro Asset Management | 94,496 | $2.40M | 1.6% | +1.0% | 0.036% | |
| 4/26/2024 | Heritage Wealth Management Inc. Texas | 164,757 | $4.19M | 2.7% | +1.9% | 0.062% | |
| 4/26/2024 | Oakwell Private Wealth Management LLC | 7,981 | $203K | 0.1% | N/A | 0.003% | |
| 4/25/2024 | Allworth Financial LP | 3,682,172 | $93.67M | 0.7% | -0.5% | 1.394% | |
| 4/25/2024 | Glassy Mountain Advisors Inc. | 632,113 | $16.08M | 6.1% | +4.3% | 0.239% | |
| 4/25/2024 | Eudaimonia Partners LLC | 10,277 | $261K | 0.1% | +18.7% | 0.004% | |
| 4/25/2024 | North Ridge Wealth Advisors Inc. | 447,324 | $11.38M | 8.8% | +1.7% | 0.169% | |
| 4/25/2024 | Keb Asset Management LLC | 114,126 | $2.90M | 1.0% | -1.5% | 0.043% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 307,701 | $7.83M | 0.0% | +8.8% | 0.116% | |
| 4/24/2024 | Zhang Financial LLC | 48,902 | $1.24M | 0.1% | -0.9% | 0.019% | |
| 4/24/2024 | Greenspring Advisors LLC | 2,016,003 | $51.29M | 12.8% | +2.9% | 0.763% | |
| 4/24/2024 | Waypoint Wealth Partners Inc. | 67,899 | $1.73M | 0.5% | -3.7% | 0.026% | |
| 4/24/2024 | Simplicity Wealth LLC | 19,964 | $508K | 0.0% | N/A | 0.008% | |
| 4/24/2024 | Gemmer Asset Management LLC | 7,970 | $203K | 0.0% | -31.9% | 0.003% | |
| 4/23/2024 | Global Retirement Partners LLC | 89,063 | $2.27M | 0.1% | +2.0% | 0.034% | |
| 4/23/2024 | Creative Capital Management Investments LLC | 1,380,832 | $35.13M | 18.2% | +11.2% | 0.523% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 12,786 | $325K | 0.0% | -12.1% | 0.005% | |
| 4/23/2024 | Live Oak Private Wealth LLC | 268,158 | $6.82M | 1.2% | +184.8% | 0.101% | |
| 4/23/2024 | Applied Capital LLC | 70,038 | $1.78M | 1.1% | -1.2% | 0.027% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,305,988 | $33.22M | 0.0% | +8.1% | 0.494% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 1,003,639 | $25.53M | 2.3% | +21.2% | 0.380% | |
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (Ad) For over four decades, Louis Navellier has found the very best tech stocks...
Before the rest of the market. Click for his six specific AI stock in the crosshairs |
| 4/22/2024 | Core Wealth Management Inc. | 2,165,160 | $55.08M | 23.9% | +5.4% | 0.820% | |
| 4/22/2024 | Rockwood Wealth Management LLC | 108,918 | $2.77M | 0.4% | -0.7% | 0.041% | |
| 4/22/2024 | Trellis Wealth Advisors LLC | 1,425,526 | $36.27M | 20.5% | +1.6% | 0.540% | |
| 4/22/2024 | Physician Wealth Solutions Inc. | 24,030 | $611K | 0.5% | +57.4% | 0.009% | |
| 4/20/2024 | BetterWealth LLC | 941,739 | $23.96M | 7.8% | +1.5% | 0.356% | |
| 4/19/2024 | FORVIS Wealth Advisors LLC | 536,907 | $13.66M | 0.3% | +12.1% | 0.203% | |
| 4/19/2024 | Spinnaker Investment Group LLC | 41,893 | $1.07M | 0.3% | -1.4% | 0.016% | |
| 4/19/2024 | AWM Capital LLC | 203,434 | $5.18M | 0.9% | -1.1% | 0.077% | |
| 4/19/2024 | Altiora Financial Group LLC | 1,327,409 | $33.77M | 9.2% | -0.9% | 0.502% | |
| 4/18/2024 | Total Wealth Planning LLC | 23,500 | $598K | 0.1% | -39.7% | 0.009% | |
