5/17/2024 | Hancock Whitney Corp | 17,262 | $746K | 0.0% | -24.8% | 0.313% | |
5/10/2024 | First Foundation Advisors | 273,835 | $11.83M | 0.5% | +10.4% | 4.961% | |
5/10/2024 | Bright Financial Advisors Inc. | 165,211 | $6.96M | 5.0% | N/A | 2.993% | |
5/2/2024 | PDS Planning Inc | 20,500 | $886K | 0.1% | -28.2% | 0.371% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 607,210 | $26.24M | 0.6% | N/A | 10.980% | |
4/22/2024 | Raymond James & Associates | 545,957 | $23.59M | 0.0% | -7.0% | 9.873% | |
|
4/19/2024 | PCG Wealth Advisors LLC | 12,917 | $558K | 0.3% | -6.6% | 0.224% | |
4/18/2024 | Verum Partners LLC | 5,167 | $223K | 0.1% | -4.9% | 0.090% | |
2/20/2024 | Taylor Financial Group Inc. | 41,890 | $1.74M | 1.4% | N/A | 0.727% | |
2/7/2024 | Rossmore Private Capital | 19,826 | $822K | 0.1% | +3.1% | 0.344% | |
2/7/2024 | Northwest Financial Advisors | 15,014 | $622K | 0.5% | N/A | 0.261% | |
2/6/2024 | Private Advisor Group LLC | 5,423 | $225K | 0.0% | -34.4% | 0.094% | |
2/5/2024 | Win Advisors Inc. | 34,652 | $1.44M | 0.7% | N/A | 0.602% | |
2/5/2024 | Eagle Wealth Strategies LLC | 5,322 | $221K | 0.1% | N/A | 0.092% | |
2/2/2024 | Golden State Equity Partners | 51,821 | $2.15M | 0.5% | -32.4% | 0.900% | |
2/1/2024 | PDS Planning Inc | 28,568 | $1.18M | 0.1% | -31.0% | 0.496% | |
1/29/2024 | Simplicity Solutions LLC | 14,975 | $621K | 0.0% | -2.1% | 0.260% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,942 | $80K | 0.0% | -40.9% | 0.034% | |
1/25/2024 | International Assets Investment Management LLC | 9,652 | $400K | 0.0% | N/A | 0.168% | |
1/24/2024 | International Assets Investment Management LLC | 9,652 | $400K | 0.0% | N/A | 0.168% | |
1/23/2024 | WealthShield Partners LLC | 3,779 | $157K | 0.0% | +10.6% | 0.066% | |
1/19/2024 | Wagner Wealth Management LLC | 5,398 | $224K | 0.1% | +5.5% | 0.094% | |
1/18/2024 | Global Retirement Partners LLC | 1,550 | $63K | 0.0% | -20.5% | 0.027% | |
1/17/2024 | IFG Advisory LLC | 21,201 | $879K | 0.1% | +26.1% | 0.368% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 31,327 | $1.30M | 0.0% | +457.6% | 0.544% | |
1/16/2024 | Raymond James & Associates | 586,952 | $24.32M | 0.0% | -6.7% | 10.190% | |
11/16/2023 | First Foundation Advisors | 225,209 | $8.61M | 0.4% | +17.3% | 3.910% | |
11/13/2023 | LPL Financial LLC | 147,542 | $5.64M | 0.0% | +13.3% | 2.561% | |
11/13/2023 | Kestra Advisory Services LLC | 8,616 | $329K | 0.0% | N/A | 0.150% | |
11/9/2023 | UBS Group AG | 73,290 | $2.80M | 0.0% | +1.2% | 1.272% | |
11/8/2023 | HighTower Advisors LLC | 10,460 | $400K | 0.0% | +31.1% | 0.182% | |
11/4/2023 | NBC Securities Inc. | 3,630 | $138K | 0.0% | N/A | 0.063% | |
11/3/2023 | Private Advisor Group LLC | 8,273 | $316K | 0.0% | -5.1% | 0.144% | |
10/25/2023 | WealthShield Partners LLC | 3,416 | $131K | 0.0% | +10.9% | 0.059% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,618 | $215K | 0.0% | N/A | 0.098% | |
10/24/2023 | Raymond James & Associates | 628,965 | $24.03M | 0.0% | -0.5% | 10.920% | |
10/23/2023 | PDS Planning Inc | 41,430 | $1.58M | 0.2% | -13.8% | 0.719% | |
10/20/2023 | Golden State Equity Partners | 76,683 | $2.93M | 0.8% | +7.2% | 1.331% | |
10/19/2023 | Simplicity Solutions LLC | 15,298 | $585K | 0.0% | +49.6% | 0.266% | |
10/13/2023 | Global Retirement Partners LLC | 1,950 | $73K | 0.0% | +50.0% | 0.034% | |
[Urgent!] Generational Wealth Gameplan (Ad) A brand-new guide from the host of one of the world's largest cryptocurrency podcasts lays out an action plan that could help you retire quickly and comfortably in today's crypto market. Click here to get instant access to the guide |
8/14/2023 | First Foundation Advisors | 192,025 | $7.68M | 0.3% | -2.9% | 3.334% | |
8/10/2023 | Wintrust Investments LLC | 8,038 | $321K | 0.0% | N/A | 0.140% | |
7/31/2023 | LPL Financial LLC | 130,257 | $5.21M | 0.0% | +39.1% | 2.265% | |
7/26/2023 | Simplicity Solutions LLC | 10,227 | $409K | 0.0% | N/A | 0.178% | |
7/25/2023 | Raymond James & Associates | 632,210 | $25.29M | 0.0% | -1.4% | 10.995% | |
7/24/2023 | Verum Partners LLC | 5,652 | $226K | 0.2% | -19.7% | 0.098% | |
7/21/2023 | IFG Advisory LLC | 16,342 | $654K | 0.1% | -4.7% | 0.284% | |
7/21/2023 | PDS Planning Inc | 48,045 | $1.92M | 0.2% | -19.4% | 0.836% | |
7/20/2023 | International Assets Investment Management LLC | 59,735 | $2.48M | 0.3% | N/A | 1.039% | |
7/20/2023 | PCG Wealth Advisors LLC | 13,870 | $555K | 0.3% | -3.3% | 0.241% | |
7/19/2023 | Golden State Equity Partners | 71,519 | $2.86M | 0.8% | +139.8% | 1.244% | |
7/13/2023 | RTD Financial Advisors Inc. | 5,041 | $202K | 0.0% | N/A | 0.088% | |
6/1/2023 | Golden State Equity Partners | 29,821 | $1.16M | 0.6% | N/A | 0.514% | |
5/10/2023 | Private Advisor Group LLC | 8,847 | $346K | 0.0% | N/A | 0.153% | |
5/10/2023 | LPL Financial LLC | 93,642 | $3.66M | 0.0% | -26.1% | 1.615% | |
5/8/2023 | PCG Wealth Advisors LLC | 14,345 | $561K | 0.4% | N/A | 0.247% | |
5/8/2023 | WealthShield Partners LLC | 2,997 | $117K | 0.0% | N/A | 0.052% | |
5/2/2023 | PDS Planning Inc | 59,620 | $2.33M | 0.3% | -10.4% | 1.028% | |
4/28/2023 | Ameritas Advisory Services LLC | 17,697 | $692K | 0.0% | -41.9% | 0.305% | |
4/26/2023 | IFG Advisory LLC | 17,142 | $670K | 0.1% | -5.7% | 0.296% | |
4/25/2023 | Geneos Wealth Management Inc. | 3,286 | $128K | 0.0% | -15.6% | 0.057% | |
4/14/2023 | Raymond James & Associates | 640,927 | $25.05M | 0.0% | -3.5% | 11.050% | |
4/13/2023 | Verum Partners LLC | 7,037 | $275K | 0.3% | -7.3% | 0.121% | |
4/13/2023 | Retireful LLC | 42,832 | $1.67M | 0.5% | N/A | 0.738% | |
2/10/2023 | Ameritas Advisory Services LLC | 30,439 | $1.14M | 0.1% | +71.0% | 0.514% | |
2/9/2023 | HighTower Advisors LLC | 7,854 | $295K | 0.0% | +7.2% | 0.133% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 14,200 | $533K | 0.0% | +37.3% | 0.240% | |
2/8/2023 | Raymond James & Associates | 664,224 | $24.95M | 0.0% | +0.7% | 11.220% | |
2/8/2023 | UBS Group AG | 116,578 | $4.38M | 0.0% | +57.6% | 1.969% | |
2/7/2023 | Commonwealth Equity Services LLC | 10,720 | $402K | 0.0% | +64.3% | 0.181% | |
2/7/2023 | LPL Financial LLC | 126,672 | $4.76M | 0.0% | +35.6% | 2.140% | |
2/3/2023 | Hancock Whitney Corp | 27,741 | $1.04M | 0.0% | N/A | 0.469% | |
1/31/2023 | IFG Advisory LLC | 18,182 | $682K | 0.1% | -7.1% | 0.307% | |
1/27/2023 | PDS Planning Inc | 66,509 | $2.50M | 0.4% | -5.3% | 1.116% | |
1/25/2023 | Verum Partners LLC | 7,591 | $285K | 0.4% | N/A | 0.127% | |
1/25/2023 | Fifth Third Bancorp | 2,676 | $101K | 0.0% | N/A | 0.045% | |
1/13/2023 | Merit Financial Group LLC | 5,836 | $219K | 0.0% | N/A | 0.096% | |
11/14/2022 | Ameritas Advisory Services LLC | 17,798 | $640K | 0.0% | +4.5% | 0.289% | |
11/10/2022 | Relative Value Partners Group LLC | 9,463 | $340K | 0.0% | N/A | 0.154% | |
11/10/2022 | UBS Group AG | 73,984 | $2.66M | 0.0% | -1.4% | 1.201% | |
11/7/2022 | Western Wealth Management LLC | 6,477 | $233K | 0.0% | +23.4% | 0.105% | |
11/3/2022 | Creative Planning | 21,284 | $766K | 0.0% | -3.1% | 0.346% | |
11/2/2022 | PDS Planning Inc | 70,266 | $2.53M | 0.5% | -8.0% | 1.141% | |
10/25/2022 | Raymond James & Associates | 659,675 | $23.74M | 0.0% | -1.0% | 10.779% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 10,343 | $372K | 0.0% | -24.4% | 0.169% | |
10/18/2022 | Koshinski Asset Management Inc. | 1,984 | $16.16M | 1.4% | N/A | 0.032% | |
10/14/2022 | Private Advisor Group LLC | 8,379 | $301K | 0.0% | -6.3% | 0.138% | |
8/12/2022 | First Foundation Advisors | 314,022 | $12.24M | 0.5% | -8.2% | 5.098% | |
8/11/2022 | Wagner Wealth Management LLC | 10,325 | $403K | 0.3% | -50.2% | 0.168% | |
8/4/2022 | IFG Advisory LLC | 19,717 | $768K | 0.1% | -2.5% | 0.320% | |
This military-backed stock “owns” AI market (Ad) The AI boom is just getting started.
And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
7/22/2022 | Geneos Wealth Management Inc. | 2,660 | $104K | 0.0% | +17.3% | 0.042% | |
7/15/2022 | PDS Planning Inc | 76,348 | $2.98M | 0.5% | -8.9% | 1.224% | |
6/7/2022 | Bank of America Corp DE | 671,983 | $29.56M | 0.0% | -9.6% | 10.874% | |
5/18/2022 | Golden State Equity Partners | 53,534 | $2.37M | 1.0% | -29.2% | 0.854% | |
5/11/2022 | Raymond James & Associates | 662,097 | $29.12M | 0.0% | +0.5% | 10.662% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,072 | $47K | 0.0% | -19.5% | 0.017% | |
5/10/2022 | Western Wealth Management LLC | 5,425 | $238K | 0.0% | N/A | 0.088% | |
5/9/2022 | Rossmore Private Capital | 14,866 | $654K | 0.1% | +2.0% | 0.241% | |
5/5/2022 | First Foundation Advisors | 342,072 | $15.05M | 0.5% | +15.3% | 5.535% | |
5/4/2022 | Advisor Group Holdings Inc. | 10,032 | $441K | 0.0% | +11.4% | 0.162% | |