5/17/2024 | New Covenant Trust Company N.A. | 17,001 | $1.86M | 1.9% | N/A | 0.053% | |
5/17/2024 | Comerica Bank | 11,180 | $1.22M | 0.0% | -24.2% | 0.035% | |
5/15/2024 | Flow Traders U.S. LLC | 30,926 | $3.38M | 0.2% | +26.0% | 0.097% | |
5/15/2024 | Fairview Capital Investment Management LLC | 3,650 | $398K | 0.0% | -3.3% | 0.011% | |
5/14/2024 | EP Wealth Advisors LLC | 4,837 | $528K | 0.0% | -16.2% | 0.015% | |
5/14/2024 | Freestone Capital Holdings LLC | 10,753 | $1.17M | 0.0% | -1.1% | 0.034% | |
|
5/14/2024 | CreativeOne Wealth LLC | 2,369 | $259K | 0.0% | N/A | 0.007% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 7,498 | $819K | 0.7% | -6.3% | 0.024% | |
5/13/2024 | Ameritas Investment Partners Inc. | 8,568 | $935K | 0.0% | -2.1% | 0.027% | |
5/10/2024 | Osaic Holdings Inc. | 139,159 | $15.19M | 0.0% | -2.3% | 0.436% | |
5/10/2024 | TIAA Trust National Association | 12,856 | $1.40M | 0.0% | -2.2% | 0.040% | |
5/10/2024 | First Foundation Advisors | 9,684 | $1.06M | 0.0% | +38.8% | 0.030% | |
5/9/2024 | Trillium Asset Management LLC | 4,580 | $500K | 0.0% | +10.4% | 0.014% | |
5/9/2024 | Blair William & Co. IL | 23,601 | $2.58M | 0.0% | +2.1% | 0.074% | |
5/9/2024 | Kingsview Wealth Management LLC | 23,503 | $2.57M | 0.1% | +105.2% | 0.074% | |
5/9/2024 | Ledyard National Bank | 20,927 | $2.29M | 0.2% | -2.4% | 0.066% | |
5/9/2024 | Portland Global Advisors LLC | 11,720 | $1.28M | 0.2% | +2.3% | 0.037% | |
5/8/2024 | Bell Investment Advisors Inc | 1,066 | $116K | 0.0% | -13.0% | 0.003% | |
5/8/2024 | US Bancorp DE | 206,961 | $22.59M | 0.0% | +4.1% | 0.649% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 3,154 | $344K | 0.1% | -5.6% | 0.010% | |
5/7/2024 | Concurrent Investment Advisors LLC | 1,983 | $216K | 0.0% | N/A | 0.006% | |
5/7/2024 | Roof Eidam Maycock Peralta LLC | 65,992 | $7.20M | 2.0% | -3.1% | 0.207% | |
5/6/2024 | Advisory Services Network LLC | 30,065 | $3.28M | 0.1% | +19.2% | 0.094% | |
5/6/2024 | Destiny Capital Corp CO | 10,364 | $1.13M | 0.8% | +4.8% | 0.032% | |
5/4/2024 | Gould Asset Management LLC CA | 14,718 | $1.61M | 0.4% | -2.7% | 0.046% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 26,938 | $2.94M | 0.1% | +4.5% | 0.084% | |
5/2/2024 | Diversified LLC | 2,277 | $249K | 0.0% | -4.9% | 0.007% | |
5/2/2024 | First Command Advisory Services Inc. | 4,840 | $528K | 0.0% | -7.8% | 0.015% | |
5/2/2024 | Farrow Financial Inc. | 99,337 | $10.85M | 7.6% | +2.8% | 0.311% | |
5/2/2024 | Hudock Inc. | 2,069 | $226K | 0.0% | -24.3% | 0.006% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 1,941 | $212K | 0.0% | N/A | 0.006% | |
5/2/2024 | Haverford Trust Co | 8,480 | $926K | 0.0% | -8.0% | 0.027% | |
5/2/2024 | Pittenger & Anderson Inc. | 1,857 | $203K | 0.0% | +34.4% | 0.006% | |
5/2/2024 | Consolidated Planning Corp | 41,476 | $4.53M | 0.8% | -2.7% | 0.130% | |
5/2/2024 | Quent Capital LLC | 88,435 | $9.65M | 1.1% | -4.0% | 0.277% | |
5/1/2024 | GLOBALT Investments LLC GA | 2,092 | $228K | 0.0% | -11.7% | 0.007% | |
5/1/2024 | Resonant Capital Advisors LLC | 12,676 | $1.38M | 0.1% | +1.2% | 0.040% | |
5/1/2024 | Janney Montgomery Scott LLC | 48,706 | $5.32M | 0.0% | -2.7% | 0.153% | |
5/1/2024 | Mission Wealth Management LP | 478,482 | $52.24M | 1.4% | +9.8% | 1.500% | |
5/1/2024 | Sequoia Financial Advisors LLC | 17,588 | $1.92M | 0.0% | -3.7% | 0.055% | |
Must-See: Elon’s New Invention is Absolutely Insane (Ad) Could Elon's New Device be Bigger than the iPhone?
According to 30-year Silicon Valley and Wall Street veteran, Eric Fry…
This mind-blowing new technology could be bigger than the iPhone. Click here for the full story… |
4/30/2024 | Private Advisor Group LLC | 36,291 | $3.96M | 0.0% | +18.0% | 0.114% | |
4/30/2024 | J.W. Cole Advisors Inc. | 16,728 | $1.83M | 0.1% | +1.1% | 0.052% | |
4/30/2024 | HB Wealth Management LLC | 15,244 | $1.66M | 0.0% | +1.3% | 0.048% | |
4/30/2024 | Concord Wealth Partners | 700 | $76K | 0.0% | N/A | 0.002% | |
4/30/2024 | SWP Financial LLC | 3,128 | $341K | 0.2% | +7.9% | 0.010% | |
4/30/2024 | Fountainhead AM LLC | 12,213 | $1.33M | 0.3% | +9.6% | 0.038% | |
4/30/2024 | Mill Capital Management LLC | 1,900 | $207K | 0.0% | N/A | 0.006% | |
4/29/2024 | Commonwealth Equity Services LLC | 108,755 | $11.87M | 0.0% | +2.1% | 0.341% | |
4/26/2024 | Prestige Wealth Management Group LLC | 913 | $100K | 0.0% | -14.4% | 0.003% | |
4/26/2024 | JNBA Financial Advisors | 8,930 | $975K | 0.1% | -11.4% | 0.028% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 12,600 | $1.38M | 0.7% | -2.0% | 0.039% | |
4/26/2024 | Clear Creek Financial Management LLC | 4,345 | $474K | 0.1% | -42.2% | 0.014% | |
4/26/2024 | Members Trust Co | 6,849 | $748K | 0.0% | -2.3% | 0.021% | |
4/26/2024 | First Personal Financial Services | 3,566 | $389K | 0.1% | -3.8% | 0.011% | |
4/26/2024 | Pine Haven Investment Counsel Inc | 4,131 | $451K | 0.4% | +8.7% | 0.013% | |
4/26/2024 | Financial Insights Inc. | 1,840 | $201K | 0.1% | N/A | 0.006% | |
4/25/2024 | Bear Mountain Capital Inc. | 36,201 | $3.74M | 1.6% | -12.7% | 0.113% | |
4/25/2024 | Villere ST Denis J & Co. LLC | 6,611 | $722K | 0.1% | -23.2% | 0.021% | |
4/25/2024 | Fielder Capital Group LLC | 3,811 | $416K | 0.2% | -41.8% | 0.012% | |
4/25/2024 | Long Run Wealth Advisors LLC | 41,393 | $4.52M | 1.2% | -3.0% | 0.129% | |
4/25/2024 | IAG Wealth Partners LLC | 1,914 | $209K | 0.0% | -13.0% | 0.006% | |
4/24/2024 | Win Advisors Inc. | 3,834 | $419K | 0.2% | N/A | 0.012% | |
4/24/2024 | Round Rock Advisors LLC | 8,772 | $958K | 0.2% | +1.8% | 0.027% | |
4/24/2024 | First Pacific Financial | 4,746 | $518K | 0.1% | -5.3% | 0.015% | |
4/24/2024 | Bar Harbor Wealth Management | 1,883 | $206K | 0.0% | -9.2% | 0.006% | |
4/23/2024 | Bell Bank | 7,843 | $856K | 0.1% | -2.0% | 0.025% | |
4/23/2024 | Charter Oak Capital Management LLC | 79,254 | $8.65M | 0.9% | -1.0% | 0.248% | |
4/23/2024 | Mason & Associates Inc | 2,130 | $233K | 0.1% | -29.7% | 0.007% | |
4/23/2024 | Fifth Third Bancorp | 1,922 | $210K | 0.0% | -17.2% | 0.006% | |
4/23/2024 | McAdam LLC | 3,766 | $411K | 0.0% | +9.8% | 0.012% | |
4/23/2024 | Warner Financial Inc. | 6,228 | $680K | 0.3% | -4.1% | 0.019% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 300,895 | $32.85M | 0.0% | -20.1% | 0.940% | |
4/22/2024 | PFG Investments LLC | 5,997 | $655K | 0.0% | +35.6% | 0.019% | |
4/22/2024 | Raymond James & Associates | 107,879 | $11.78M | 0.0% | -71.1% | 0.337% | |
4/19/2024 | Cornerstone Wealth Management LLC | 20,646 | $2.25M | 0.2% | +1.5% | 0.065% | |
4/19/2024 | Westside Investment Management Inc. | 9,265 | $1.01M | 0.2% | -5.1% | 0.029% | |
4/18/2024 | Shira Ridge Wealth Management | 274,547 | $29.97M | 17.2% | -0.2% | 0.858% | |
4/18/2024 | Refined Wealth Management | 1,833 | $200K | 0.1% | N/A | 0.006% | |
4/18/2024 | Woodmont Investment Counsel LLC | 512 | $56K | 0.0% | N/A | 0.002% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 6,228 | $680K | 0.2% | -5.9% | 0.019% | |
4/18/2024 | Morris Financial Concepts Inc. | 4,972 | $543K | 0.3% | +27.0% | 0.016% | |
4/18/2024 | Miracle Mile Advisors LLC | 22,844 | $2.49M | 0.1% | -3.2% | 0.071% | |
4/18/2024 | Diversified Trust Co | 2,323 | $254K | 0.0% | -18.4% | 0.007% | |
4/17/2024 | Fiduciary Alliance LLC | 3,013 | $328K | 0.1% | -49.6% | 0.009% | |
4/17/2024 | Winthrop Advisory Group LLC | 14,247 | $1.56M | 0.2% | -7.5% | 0.045% | |
4/17/2024 | Grimes & Company Inc. | 30,011 | $3.28M | 0.1% | +11.3% | 0.094% | |
4/16/2024 | Transform Wealth LLC | 3,258 | $356K | 0.0% | N/A | 0.010% | |
4/16/2024 | Colorado Capital Management Inc. | 20,677 | $2.26M | 1.3% | -1.7% | 0.065% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 77,043 | $8.41M | 0.0% | -1.8% | 0.241% | |
4/15/2024 | Corundum Group Inc. | 69,292 | $7.57M | 3.6% | +2.1% | 0.217% | |
Everybody laughed when he recommended Netflix (Ad) "This Could be Worth Even More than A.I."
Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined. Click here to see how it could become the No. 1 investment of the next decade. |
4/15/2024 | GoalVest Advisory LLC | 10,804 | $1.18M | 0.4% | -2.8% | 0.034% | |
4/15/2024 | Brookstone Capital Management | 35,119 | $3.83M | 0.1% | -5.1% | 0.110% | |
4/13/2024 | Hoxton Planning & Management LLC | 1,941 | $212K | 0.1% | N/A | 0.005% | |
4/12/2024 | Mechanics Bank Trust Department | 2,650 | $289K | 0.0% | -35.5% | 0.006% | |
4/12/2024 | CGN Advisors LLC | 23,475 | $2.56M | 0.3% | +2.8% | 0.057% | |
4/12/2024 | Westend Capital Management LLC | 503 | $55K | 0.0% | N/A | 0.001% | |
4/12/2024 | Abacus Planning Group Inc. | 6,495 | $709K | 0.1% | +10.5% | 0.016% | |
4/11/2024 | &PARTNERS | 1,840 | $201K | 0.0% | N/A | 0.004% | |
4/11/2024 | MJP Associates Inc. ADV | 3,227 | $352K | 0.1% | -4.7% | 0.008% | |
4/10/2024 | LexAurum Advisors LLC | 2,549 | $278K | 0.1% | +4.4% | 0.006% | |