10/31/2024 | Walkner Condon Financial Advisors LLC | 8,578 | $321K | 0.1% | +20.5% | 0.011% | |
10/31/2024 | Donald L. Hagan LLC | 7,157 | $268K | 0.1% | +16.5% | 0.009% | |
10/30/2024 | Catalyst Capital Advisors LLC | 1,677,481 | $62.76M | 1.4% | +8.0% | 2.151% | |
10/29/2024 | Innealta Capital LLC | 63,027 | $2.36M | 1.0% | -40.6% | 0.081% | |
10/29/2024 | Harbor Capital Advisors Inc. | 7,605 | $285K | 0.0% | +38.3% | 0.010% | |
10/29/2024 | Lmcg Investments LLC | 25,961 | $971K | 0.1% | +3.0% | 0.033% | |
|
10/28/2024 | Strategic Financial Partners Ltd. | 41,824 | $1.57M | 0.8% | +4.7% | 0.054% | |
10/28/2024 | Principal Securities Inc. | 399,740 | $14.95M | 0.4% | +5.2% | 0.512% | |
10/25/2024 | Trajan Wealth LLC | 203,090 | $7.60M | 0.4% | +1.3% | 0.260% | |
10/25/2024 | Barry Investment Advisors LLC | 33,574 | $1.26M | 0.4% | +3.0% | 0.043% | |
10/24/2024 | Lunt Capital Management Inc. | 5,464 | $204K | 0.1% | N/A | 0.007% | |
10/24/2024 | GHP Investment Advisors Inc. | 266,828 | $9.98M | 0.5% | -57.1% | 0.342% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 86,400 | $3.26M | 0.0% | +8.8% | 0.111% | |
10/23/2024 | Legacy Capital Group California Inc. | 23,198 | $868K | 0.3% | +2.1% | 0.030% | |
10/22/2024 | Pictet North America Advisors SA | 83,981 | $3.14M | 0.3% | +8.9% | 0.108% | |
10/22/2024 | Signaturefd LLC | 17,309 | $648K | 0.0% | -5.5% | 0.022% | |
10/21/2024 | Whittier Trust Co. | 1,832 | $69K | 0.0% | +83.2% | 0.002% | |
10/21/2024 | Robinson Value Management Ltd. | 33,106 | $1.24M | 0.8% | -1.0% | 0.042% | |
10/18/2024 | Stratos Wealth Advisors LLC | 105,667 | $3.95M | 0.2% | +9.5% | 0.135% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 172,978 | $6.47M | 1.0% | +8.2% | 0.222% | |
10/16/2024 | Vontobel Holding Ltd. | 307,470 | $11.50M | 0.0% | -3.0% | 0.394% | |
10/11/2024 | Creative Planning | 140,118 | $5.24M | 0.0% | +2.5% | 0.180% | |
10/11/2024 | Polianta Ltd | 323,500 | $12.10M | 5.7% | -20.1% | 0.415% | |
10/11/2024 | Compagnie Lombard Odier SCmA | 45,929 | $1.72M | 0.0% | +25.8% | 0.059% | |
10/9/2024 | Contravisory Investment Management Inc. | 23,429 | $876K | 0.2% | +2.1% | 0.030% | |
10/8/2024 | CWM LLC | 3,260 | $122K | 0.0% | -63.1% | 0.004% | |
10/7/2024 | Miracle Mile Advisors LLC | 7,904 | $296K | 0.0% | N/A | 0.010% | |
10/3/2024 | SG Americas Securities LLC | 52,970 | $1.98M | 0.0% | -46.4% | 0.068% | |
10/2/2024 | Boltwood Capital Management | 9,050 | $339K | 0.1% | +11.0% | 0.012% | |
9/5/2024 | Sanctuary Advisors LLC | 44,584 | $1.55M | 0.0% | N/A | 0.057% | |
8/30/2024 | Creekside Partners | 23,863 | $832K | 0.5% | N/A | 0.031% | |
8/21/2024 | Truist Financial Corp | 19,062 | $665K | 0.0% | +39.1% | 0.024% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,232 | $217K | 0.0% | +10.6% | 0.008% | |
8/16/2024 | Creative Planning | 136,668 | $4.77M | 0.0% | +6.2% | 0.175% | |
8/15/2024 | The Manufacturers Life Insurance Company | 157,845 | $5.51M | 0.0% | -3.4% | 0.202% | |
8/15/2024 | Toronto Dominion Bank | 3,004 | $105K | 0.0% | +75,000.0% | 0.004% | |
8/14/2024 | Insigneo Advisory Services LLC | 24,632 | $849K | 0.1% | N/A | 0.032% | |
8/14/2024 | Marshall Wace LLP | 195,119 | $6.81M | 0.0% | N/A | 0.250% | |
8/14/2024 | Evergreen Capital Management LLC | 38,182 | $1.33M | 0.0% | -1.1% | 0.049% | |
8/13/2024 | Thrivent Financial for Lutherans | 112,888 | $3.94M | 0.0% | N/A | 0.145% | |
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8/12/2024 | Hsbc Holdings PLC | 85,290 | $2.98M | 0.0% | +30.9% | 0.109% | |
8/9/2024 | Lmcg Investments LLC | 25,197 | $879K | 0.1% | -2.2% | 0.032% | |
8/9/2024 | Rathbones Group PLC | 241,605 | $8.43M | 0.0% | +5.3% | 0.310% | |
8/8/2024 | Envestnet Asset Management Inc. | 416,471 | $14.53M | 0.0% | -36.6% | 0.534% | |
8/8/2024 | Syntrinsic LLC | 1,885 | $66K | 0.0% | +37.0% | 0.002% | |
8/8/2024 | GHP Investment Advisors Inc. | 622,317 | $21.71M | 1.1% | +5.3% | 0.798% | |
8/8/2024 | Idaho Trust Bank | 80,435 | $2.81M | 1.4% | N/A | 0.103% | |
8/7/2024 | Hutchinson Capital Management CA | 27,187 | $948K | 0.2% | N/A | 0.035% | |
8/7/2024 | Prudential PLC | 27,000 | $942K | 0.0% | N/A | 0.035% | |
8/6/2024 | Mount Lucas Management LP | 19,838 | $692K | 0.2% | -12.2% | 0.025% | |
8/6/2024 | Valence8 US LP | 216,934 | $7.57M | 3.9% | +1.4% | 0.278% | |
8/6/2024 | Caprock Group LLC | 14,502 | $506K | 0.0% | +4.0% | 0.019% | |
8/6/2024 | Oxbow Advisors LLC | 224,925 | $7.85M | 0.9% | +1.3% | 0.288% | |
8/6/2024 | SVB Wealth LLC | 83,781 | $2.92M | 0.1% | -5.0% | 0.107% | |
8/2/2024 | Ferguson Shapiro LLC | 15,701 | $548K | 0.2% | N/A | 0.020% | |
7/31/2024 | Picton Mahoney Asset Management | 11,190 | $390K | 0.0% | -11.6% | 0.014% | |
7/31/2024 | Banque Cantonale Vaudoise | 2,897 | $102K | 0.0% | -61.9% | 0.004% | |
7/31/2024 | Commonwealth Equity Services LLC | 13,101 | $457K | 0.0% | +95.9% | 0.017% | |
7/31/2024 | Private Ocean LLC | 1,494 | $52K | 0.0% | N/A | 0.002% | |
7/30/2024 | Values Added Financial LLC | 5,760 | $201K | 0.1% | N/A | 0.007% | |
7/30/2024 | Signaturefd LLC | 18,309 | $639K | 0.0% | -6.8% | 0.023% | |
7/29/2024 | Bricktown Capital LLC | 509,644 | $17.78M | 3.6% | N/A | 0.653% | |
7/29/2024 | Innealta Capital LLC | 106,191 | $3.70M | 1.2% | +25.1% | 0.136% | |
7/29/2024 | Whittier Trust Co. | 1,000 | $35K | 0.0% | -43.1% | 0.001% | |
7/27/2024 | Trajan Wealth LLC | 200,578 | $7.00M | 0.4% | -1.7% | 0.257% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 7,121 | $248K | 0.1% | -17.7% | 0.009% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 28,526 | $995K | 0.0% | -13.2% | 0.037% | |
7/26/2024 | Bank of New York Mellon Corp | 107,265 | $3.74M | 0.0% | -60.7% | 0.138% | |
7/26/2024 | AlphaCentric Advisors LLC | 2,994 | $104K | 0.1% | -10.9% | 0.004% | |
7/25/2024 | AMG National Trust Bank | 49,322 | $1.72M | 0.0% | +38.3% | 0.063% | |
7/25/2024 | Pictet North America Advisors SA | 77,129 | $2.69M | 0.3% | +149.0% | 0.099% | |
7/24/2024 | Strategic Financial Partners Ltd. | 39,954 | $1.39M | 0.8% | N/A | 0.051% | |
7/24/2024 | &PARTNERS | 31,457 | $1.10M | 0.0% | N/A | 0.040% | |
7/23/2024 | Private Wealth Advisors LLC | 140,076 | $4.88M | 1.9% | +28.1% | 0.180% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 159,912 | $5.58M | 0.9% | +426.3% | 0.205% | |
7/22/2024 | Legacy Capital Group California Inc. | 22,710 | $792K | 0.3% | +4.5% | 0.029% | |
7/19/2024 | Donald L. Hagan LLC | 6,145 | $214K | 0.1% | N/A | 0.008% | |
7/18/2024 | Fiduciary Financial Group LLC | 6,314 | $226K | 0.1% | N/A | 0.008% | |
7/12/2024 | SG Americas Securities LLC | 98,896 | $3.45M | 0.0% | -5.8% | 0.127% | |
7/10/2024 | Contravisory Investment Management Inc. | 22,941 | $800K | 0.2% | +4.5% | 0.029% | |
7/10/2024 | CWM LLC | 8,834 | $308K | 0.0% | +25.6% | 0.011% | |
7/9/2024 | Harbor Capital Advisors Inc. | 5,500 | $192K | 0.0% | N/A | 0.007% | |
7/9/2024 | Lynx Investment Advisory | 863 | $30K | 0.0% | N/A | 0.001% | |
7/8/2024 | Boltwood Capital Management | 8,150 | $284K | 0.1% | +5.8% | 0.010% | |
7/5/2024 | Polianta Ltd | 405,100 | $14.13M | 7.1% | N/A | 0.519% | |
5/24/2024 | Cetera Advisors LLC | 6,192 | $212K | 0.0% | N/A | 0.008% | |
5/17/2024 | Innealta Capital LLC | 84,897 | $2.90M | 1.2% | -53.5% | 0.109% | |
5/16/2024 | Jane Street Group LLC | 774,260 | $26.49M | 0.0% | -35.7% | 0.993% | |
5/15/2024 | SVB Wealth LLC | 88,214 | $3.02M | 0.1% | +165.0% | 0.113% | |
5/15/2024 | Flow Traders U.S. LLC | 1,275,828 | $43.65M | 2.3% | +21.0% | 1.636% | |
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad) AI was by far the biggest tech investing trend right now.
But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple.
Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now…
And could soon shoot to the moon, handing early investors a windfall. Click here now for the full details of this stock that’s set to rocket in the AI revolution… |
5/15/2024 | Quadrature Capital Ltd | 21,940 | $750K | 0.0% | N/A | 0.028% | |
5/14/2024 | InterOcean Capital Group LLC | 321,629 | $11.00M | 0.3% | +11.4% | 0.412% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 4,721 | $162K | 0.0% | +344.5% | 0.006% | |
5/9/2024 | Blair William & Co. IL | 9,152 | $313K | 0.0% | -27.0% | 0.012% | |
5/9/2024 | Picton Mahoney Asset Management | 12,660 | $433K | 0.0% | -6.6% | 0.016% | |
5/9/2024 | TBH Global Asset Management LLC | 66,407 | $2.27M | 0.5% | -9.5% | 0.085% | |
5/8/2024 | Private Wealth Advisors LLC | 109,321 | $3.74M | 1.5% | N/A | 0.140% | |
5/8/2024 | Legacy Capital Group California Inc. | 21,724 | $743K | 0.3% | -3.2% | 0.028% | |
5/7/2024 | SG Americas Securities LLC | 104,997 | $3.59M | 0.0% | +211.3% | 0.135% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 87,220 | $2.98M | 0.0% | -2.1% | 0.112% | |