5/7/2024 | Hilltop National Bank | 85,415 | $2.78M | 0.9% | N/A | 0.436% | |
5/3/2024 | STAR Financial Bank | 14,908 | $485K | 0.4% | -12.3% | 0.076% | |
5/1/2024 | Janney Montgomery Scott LLC | 63,686 | $2.07M | 0.0% | -65.6% | 0.325% | |
4/29/2024 | Crescent Grove Advisors LLC | 7,155 | $234K | 0.0% | -6.5% | 0.037% | |
4/25/2024 | Equitable Trust Co. | 59,326 | $1.93M | 0.1% | -90.1% | 0.303% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 2,050 | $67K | 0.0% | -36.9% | 0.010% | |
|
4/9/2024 | Lowe Wealth Advisors LLC | 214,025 | $6.97M | 3.2% | +3.0% | 0.633% | |
2/14/2024 | Waterloo Capital L.P. | 9,364 | $295K | 0.0% | -23.8% | 0.028% | |
2/13/2024 | STAR Financial Bank | 16,991 | $535K | 0.5% | -40.4% | 0.050% | |
2/13/2024 | Edge Capital Group LLC | 237,053 | $7.46M | 0.4% | -2.8% | 0.701% | |
2/8/2024 | Janney Montgomery Scott LLC | 185,009 | $5.82M | 0.0% | -7.2% | 0.547% | |
1/30/2024 | Crescent Grove Advisors LLC | 7,655 | $241K | 0.0% | -14.6% | 0.023% | |
1/25/2024 | Equitable Trust Co. | 597,298 | $18.80M | 1.4% | -46.1% | 1.767% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 3,250 | $102K | 0.0% | -16.7% | 0.010% | |
1/23/2024 | Defender Capital LLC. | 18,900 | $595K | 0.2% | +36.0% | 0.056% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,416 | $45K | 0.0% | -51.4% | 0.004% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 112,108 | $3.53M | 0.8% | -2.6% | 0.332% | |
1/5/2024 | Lowe Wealth Advisors LLC | 207,845 | $6.54M | 3.2% | +0.8% | 0.615% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 115,092 | $3.50M | 0.8% | -70.7% | 0.341% | |
11/8/2023 | Janney Montgomery Scott LLC | 199,288 | $6.07M | 0.0% | -13.2% | 0.590% | |
11/7/2023 | Equitable Trust Co. | 1,107,334 | $33.71M | 2.8% | -45.6% | 3.276% | |
10/24/2023 | Bank of New York Mellon Corp | 94,371 | $2.87M | 0.0% | +30.7% | 0.279% | |
10/23/2023 | Defender Capital LLC. | 13,900 | $423K | 0.2% | -23.6% | 0.041% | |
10/23/2023 | Lowe Wealth Advisors LLC | 206,150 | $6.28M | 3.3% | +1.9% | 0.610% | |
10/18/2023 | Private Trust Co. NA | 3,583 | $109K | 0.0% | N/A | 0.011% | |
8/15/2023 | STAR Financial Bank | 29,619 | $905K | 0.8% | -15.3% | 0.088% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 84,674 | $2.59M | 0.1% | -5.4% | 0.251% | |
8/11/2023 | JPMorgan Chase & Co. | 2,741,782 | $83.82M | 0.0% | -3.1% | 8.112% | |
8/9/2023 | Equitable Trust Co. | 2,034,091 | $62.18M | 4.8% | -11.2% | 6.018% | |
8/9/2023 | Flow Traders U.S. LLC | 142,535 | $4.36M | 0.2% | +117.5% | 0.422% | |
8/8/2023 | Edge Capital Group LLC | 218,474 | $6.68M | 0.4% | -20.0% | 0.646% | |
8/4/2023 | Parallel Advisors LLC | 1,328 | $41K | 0.0% | -60.8% | 0.004% | |
8/3/2023 | Bank of New York Mellon Corp | 72,208 | $2.21M | 0.0% | +199.6% | 0.214% | |
7/31/2023 | WealthPLAN Partners LLC | 4,582 | $140K | 0.0% | -35.3% | 0.014% | |
7/26/2023 | Janney Montgomery Scott LLC | 229,684 | $7.02M | 0.0% | -0.8% | 0.680% | |
7/25/2023 | WealthPlan Investment Management LLC | 7,189 | $1.73M | 0.4% | +155.9% | 0.021% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,965 | $121K | 0.0% | -46.0% | 0.012% | |
7/13/2023 | Sugarloaf Wealth Management LLC | 393,287 | $12.02M | 2.8% | +5.6% | 1.164% | |
7/7/2023 | Lowe Wealth Advisors LLC | 202,295 | $6.18M | 3.1% | +1.6% | 0.545% | |
5/15/2023 | Flow Traders U.S. LLC | 65,532 | $2.02M | 0.1% | +85.3% | 0.173% | |
Your Portfolio’s Shield Against Inflation: Gold’s Surge and AI Breakthroughs (Ad) While gold may be thanking China for its recent growth, this sector is currently thanking Elon Musk.
As crazy as it sounds, artificial intelligence just got one step closer to ushering in "the next step in human evolution"... and minting new millionaires.
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5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 7,341 | $226K | 0.0% | N/A | 0.019% | |
5/10/2023 | WealthPLAN Partners LLC | 7,081 | $218K | 0.0% | -29.8% | 0.019% | |
5/8/2023 | Equitable Trust Co. | 2,291,737 | $70.68M | 5.6% | -0.9% | 6.063% | |
5/8/2023 | WealthPlan Investment Management LLC | 2,809 | $87K | 0.0% | -72.1% | 0.007% | |
5/5/2023 | Silver Oak Securities Incorporated | 63,901 | $1.97M | 0.3% | +9.3% | 0.169% | |
5/4/2023 | Edge Capital Group LLC | 272,994 | $8.42M | 0.5% | +6.8% | 0.722% | |
4/28/2023 | Janney Montgomery Scott LLC | 231,570 | $7.14M | 0.0% | +31.6% | 0.613% | |
4/27/2023 | Defender Capital LLC. | 18,200 | $561K | 0.2% | N/A | 0.048% | |
4/26/2023 | Sugarloaf Wealth Management LLC | 372,270 | $11.48M | 2.8% | +13.2% | 0.985% | |
4/25/2023 | Parallel Advisors LLC | 3,385 | $104K | 0.0% | -44.4% | 0.009% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 2,910 | $90K | 0.0% | -12.2% | 0.008% | |
4/24/2023 | Deane Retirement Strategies Inc. | 58,961 | $1.82M | 1.0% | +0.6% | 0.156% | |
4/5/2023 | Lowe Wealth Advisors LLC | 199,178 | $6.14M | 3.3% | +2.7% | 0.502% | |
3/6/2023 | OLD Mission Capital LLC | 45,765 | $1.44M | 0.0% | +1.7% | 0.114% | |
2/21/2023 | Equitable Trust Co. | 2,313,028 | $72.81M | 5.7% | +7.3% | 5.783% | |
2/13/2023 | JPMorgan Chase & Co. | 3,920,026 | $123.40M | 0.0% | -1.6% | 9.800% | |
2/9/2023 | STAR Financial Bank | 35,297 | $1.11M | 1.1% | N/A | 0.088% | |
2/8/2023 | InterOcean Capital Group LLC | 271,799 | $8.56M | 0.3% | -1.4% | 0.679% | |
2/7/2023 | Edge Capital Group LLC | 255,554 | $8.05M | 0.6% | +7.9% | 0.639% | |
2/7/2023 | Fernwood Investment Management LLC | 21,172 | $666K | 0.3% | +4.4% | 0.053% | |
2/6/2023 | Parallel Advisors LLC | 6,085 | $192K | 0.0% | -29.2% | 0.015% | |
2/3/2023 | Blue Bell Private Wealth Management LLC | 4,100 | $129K | 0.0% | N/A | 0.010% | |
2/3/2023 | Sugarloaf Wealth Management LLC | 328,813 | $10.35M | 2.6% | -7.7% | 0.822% | |
2/2/2023 | Congress Wealth Management LLC DE | 6,577 | $207K | 0.0% | N/A | 0.016% | |
2/2/2023 | Silver Oak Securities Incorporated | 58,467 | $1.84M | 0.3% | -11.0% | 0.146% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 3,315 | $104K | 0.0% | N/A | 0.008% | |
2/1/2023 | Janney Montgomery Scott LLC | 175,968 | $5.54M | 0.0% | +0.7% | 0.440% | |
1/31/2023 | Ulland Investment Advisors LLC | 1,350 | $42K | 0.1% | N/A | 0.003% | |
1/23/2023 | Deane Retirement Strategies Inc. | 58,603 | $1.85M | 1.0% | N/A | 0.147% | |
1/20/2023 | Newman Dignan & Sheerar Inc. | 6,450 | $203K | 0.1% | N/A | 0.016% | |
1/17/2023 | Lowe Wealth Advisors LLC | 193,869 | $6.10M | 3.4% | +3.6% | 0.483% | |
1/11/2023 | Parkside Investments LLC | 270,510 | $8.52M | 1.7% | N/A | 0.668% | |
11/16/2022 | Sentinus LLC | 22,062 | $667K | 0.4% | N/A | 0.053% | |
11/15/2022 | Sowell Financial Services LLC | 36,370 | $1.01M | 0.1% | N/A | 0.088% | |
11/15/2022 | Flow Traders U.S. LLC | 40,416 | $1.13M | 0.1% | +113.9% | 0.098% | |
11/14/2022 | United Capital Financial Advisers LLC | 53,163 | $1.48M | 0.0% | -7.2% | 0.129% | |
11/14/2022 | OLD Mission Capital LLC | 44,997 | $1.25M | 0.0% | -8.0% | 0.109% | |
11/9/2022 | Edge Capital Group LLC | 236,800 | $6.59M | 0.5% | N/A | 0.573% | |
11/9/2022 | Fernwood Investment Management LLC | 20,270 | $564K | 0.2% | N/A | 0.049% | |
11/3/2022 | Equitable Trust Co. | 2,156,445 | $60.01M | 5.0% | -6.5% | 5.221% | |
11/1/2022 | Allegheny Financial Group LTD | 203,182 | $5.65M | 2.7% | +1.7% | 0.492% | |
10/25/2022 | Janney Montgomery Scott LLC | 174,763 | $4.86M | 0.0% | -0.4% | 0.423% | |
10/20/2022 | Silver Oak Securities Incorporated | 65,715 | $1.83M | 0.4% | +9.4% | 0.159% | |
10/11/2022 | Boenning & Scattergood Inc. | 45,907 | $1.28M | 0.3% | +2.8% | 0.111% | |
10/6/2022 | Lowe Wealth Advisors LLC | 187,069 | $5.21M | 3.1% | +5.6% | 0.451% | |
8/23/2022 | Captrust Financial Advisors | 250,598 | $7.15M | 0.0% | +163.3% | 0.581% | |
8/13/2022 | Flow Traders U.S. LLC | 18,898 | $539K | 0.0% | N/A | 0.044% | |
8/12/2022 | Robertson Stephens Wealth Management LLC | 13,115 | $374K | 0.0% | -9.1% | 0.030% | |
8/12/2022 | United Capital Financial Advisers LLC | 57,292 | $1.64M | 0.0% | +0.7% | 0.133% | |
8/11/2022 | JPMorgan Chase & Co. | 5,557,640 | $158.62M | 0.0% | +5.0% | 12.895% | |
Your Portfolio’s Shield Against Inflation: Gold’s Surge and AI Breakthroughs (Ad) While gold may be thanking China for its recent growth, this sector is currently thanking Elon Musk.
As crazy as it sounds, artificial intelligence just got one step closer to ushering in "the next step in human evolution"... and minting new millionaires.
And it's all thanks to Musk's latest AI creation. Click to watch this device in action |
8/5/2022 | OLD Mission Capital LLC | 48,931 | $1.40M | 0.0% | +546.8% | 0.114% | |
8/5/2022 | Cullen Frost Bankers Inc. | 188,329 | $5.38M | 0.1% | N/A | 0.437% | |
8/3/2022 | Janney Montgomery Scott LLC | 175,470 | $5.14M | 0.0% | +2.8% | 0.405% | |
7/28/2022 | Leavell Investment Management Inc. | 118,930 | $3.39M | 0.3% | +19.2% | 0.270% | |
7/18/2022 | Equitable Trust Co. | 2,307,219 | $65.85M | 4.9% | +22.0% | 5.173% | |
7/13/2022 | Boenning & Scattergood Inc. | 44,657 | $1.28M | 0.2% | +4.9% | 0.099% | |
7/12/2022 | Meadow Creek Wealth Advisors LLC | 10,308 | $294K | 0.4% | +10.0% | 0.023% | |
7/7/2022 | Lowe Wealth Advisors LLC | 177,134 | $5.06M | 2.8% | +7.3% | 0.384% | |
5/11/2022 | Equitable Trust Co. | 1,890,590 | $62.98M | 4.0% | +18.2% | 4.265% | |
5/11/2022 | Front Row Advisors LLC | 2,750 | $92K | 0.0% | N/A | 0.006% | |