| 5/17/2024 | Beacon Capital Management LLC | 3,407 | $695K | 0.1% | -38.9% | 0.010% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 1,022 | $209K | 0.0% | N/A | 0.003% | |
| 5/17/2024 | Creekmur Asset Management LLC | 1,019 | $208K | 0.1% | -11.5% | 0.003% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 3,788 | $773K | 0.0% | +6.3% | 0.012% | |
| 5/16/2024 | Sweeney & Michel LLC | 5,224 | $1.08M | 0.5% | N/A | 0.016% | |
| 5/16/2024 | Waverly Advisors LLC | 50,267 | $10.26M | 0.2% | N/A | 0.155% | |
|
| 5/15/2024 | BOKF NA | 4,414 | $894K | 0.0% | -3.4% | 0.014% | |
| 5/15/2024 | Kestra Advisory Services LLC | 72,558 | $14.81M | 0.1% | -5.1% | 0.224% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 4,444 | $907K | 0.0% | N/A | 0.014% | |
| 5/14/2024 | EP Wealth Advisors LLC | 8,548 | $1.75M | 0.0% | +572.0% | 0.026% | |
| 5/14/2024 | CreativeOne Wealth LLC | 3,083 | $629K | 0.0% | +2.4% | 0.010% | |
| 5/13/2024 | Windham Capital Management LLC | 1,261 | $257K | 0.2% | -76.1% | 0.004% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 329 | $67K | 0.0% | N/A | 0.001% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 5,386 | $1.10M | 0.4% | -1.6% | 0.017% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 1,321 | $270K | 0.0% | +4.3% | 0.004% | |
| 5/10/2024 | Osaic Holdings Inc. | 197,817 | $40.41M | 0.1% | +2.2% | 0.610% | |
| 5/10/2024 | TIAA Trust National Association | 3,562 | $727K | 0.0% | +9.0% | 0.011% | |
| 5/10/2024 | Tocqueville Asset Management L.P. | 19,280 | $3.94M | 0.1% | -5.4% | 0.059% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 6,250 | $1.28M | 0.1% | -3.1% | 0.019% | |
| 5/9/2024 | Blair William & Co. IL | 18,358 | $3.75M | 0.0% | +3.5% | 0.057% | |
| 5/9/2024 | TBH Global Asset Management LLC | 22,770 | $4.65M | 0.9% | -8.5% | 0.070% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 2,100 | $429K | 0.0% | +7.6% | 0.006% | |
| 5/8/2024 | Sheets Smith Wealth Management | 4,864 | $993K | 0.1% | +42.5% | 0.015% | |
| 5/8/2024 | Bleakley Financial Group LLC | 6,997 | $1.43M | 0.0% | N/A | 0.022% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 44,412 | $9.07M | 0.1% | +26.7% | 0.137% | |
| 5/8/2024 | US Bancorp DE | 16,096 | $3.29M | 0.0% | -43.1% | 0.050% | |
| 5/8/2024 | Inspire Advisors LLC | 2,309 | $471K | 0.1% | -3.4% | 0.007% | |
| 5/7/2024 | Choate Investment Advisors | 3,500 | $714K | 0.0% | N/A | 0.011% | |
| 5/7/2024 | WNY Asset Management LLC | 3,088 | $630K | 0.1% | +1.6% | 0.010% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 1,697 | $346K | 0.0% | -31.5% | 0.005% | |
| 5/7/2024 | KCM Investment Advisors LLC | 56,855 | $11.61M | 0.4% | +1.0% | 0.175% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 2,803 | $572K | 0.5% | -1.9% | 0.009% | |
| 5/7/2024 | Wealthspire Advisors LLC | 50,348 | $10.28M | 0.1% | -8.8% | 0.155% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 39,280 | $8.02M | 0.0% | +756.5% | 0.121% | |
| 5/6/2024 | Gallacher Capital Management LLC | 985 | $201K | 0.1% | N/A | 0.003% | |
| 5/6/2024 | Advisory Alpha LLC | 1,669 | $341K | 0.0% | N/A | 0.005% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 1,429 | $2.92M | 0.8% | +39.7% | 0.004% | |
| 5/4/2024 | Csenge Advisory Group | 4,095 | $836K | 0.0% | -2.3% | 0.013% | |
| 5/3/2024 | MontVue Capital Management Inc. | 4,404 | $899K | 0.8% | +17.1% | 0.014% | |
| 5/3/2024 | Callan Capital LLC | 20,716 | $4.23M | 0.4% | -0.9% | 0.064% | |
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| 5/2/2024 | Salomon & Ludwin LLC | 7,085 | $1.45M | 0.1% | +65.9% | 0.022% | |
| 5/2/2024 | Financial Counselors Inc. | 1,012 | $207K | 0.0% | N/A | 0.003% | |
| 5/2/2024 | Conservest Capital Advisors Inc. | 16,325 | $3.33M | 0.3% | +7.0% | 0.050% | |
| 5/2/2024 | GSB Wealth Management LLC | 5,603 | $1.14M | 0.3% | -1.6% | 0.017% | |
| 5/2/2024 | Gilbert & Cook Inc. | 1,364 | $278K | 0.0% | -11.1% | 0.004% | |
| 5/2/2024 | Curran Financial Partners LLC | 13,365 | $2.73M | 0.9% | -0.6% | 0.041% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 2,294 | $468K | 0.0% | -31.6% | 0.007% | |
| 5/2/2024 | Choreo LLC | 2,719 | $555K | 0.0% | +2.9% | 0.008% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 4,150 | $847K | 0.1% | +3.8% | 0.013% | |
| 5/2/2024 | ESG Planning DBA Harper Investing | 4,032 | $823K | 1.0% | N/A | 0.012% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 1,024 | $209K | 0.1% | N/A | 0.003% | |
| 5/1/2024 | StoneX Group Inc. | 29,723 | $6.07M | 0.7% | -8.5% | 0.092% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 84,969 | $17.35M | 0.1% | -2.2% | 0.262% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 23,152 | $4.73M | 0.3% | +131.0% | 0.071% | |
| 5/1/2024 | Mission Wealth Management LP | 3,847 | $785K | 0.0% | +3.3% | 0.012% | |
| 4/30/2024 | Private Advisor Group LLC | 43,410 | $8.86M | 0.1% | +7.8% | 0.134% | |
| 4/30/2024 | Consolidated Portfolio Review Corp | 31,535 | $6.44M | 1.7% | -20.7% | 0.097% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 16,596 | $3.39M | 0.2% | +32.5% | 0.051% | |
| 4/30/2024 | Mcintyre Freedman & Flynn Investment Advisers Inc. | 5,386 | $1.10M | 0.8% | -3.6% | 0.017% | |
| 4/30/2024 | Woodward Diversified Capital LLC | 5,213 | $1.06M | 0.7% | N/A | 0.016% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 553 | $113K | 0.0% | -34.1% | 0.002% | |
| 4/30/2024 | Stock Yards Bank & Trust Co. | 1,022 | $209K | 0.0% | N/A | 0.003% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 234,504 | $47.87M | 0.1% | -9.8% | 0.723% | |
| 4/29/2024 | Meritage Portfolio Management | 2,692 | $550K | 0.0% | +8.3% | 0.008% | |
| 4/29/2024 | Sierra Capital LLC | 9,021 | $1.84M | 0.2% | -17.9% | 0.028% | |
| 4/27/2024 | Kellett Wealth Advisors LLC | 16,617 | $3.39M | 2.3% | +31.0% | 0.051% | |
| 4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 2,315 | $473K | 0.1% | +10.0% | 0.007% | |
| 4/27/2024 | Signature Wealth Management Partners LLC | 1,815 | $371K | 0.3% | N/A | 0.006% | |
| 4/26/2024 | LifeSteps Financial Inc. | 132 | $27K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 9,152 | $1.87M | 0.1% | -2.5% | 0.028% | |
| 4/26/2024 | First Personal Financial Services | 33,155 | $6.77M | 1.6% | +0.5% | 0.102% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 1,653 | $337K | 0.0% | -28.1% | 0.005% | |
| 4/25/2024 | One Day In July LLC | 4,281 | $874K | 0.1% | +4.7% | 0.013% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 9,990 | $2.04M | 0.2% | +1.5% | 0.031% | |
| 4/25/2024 | Schnieders Capital Management LLC | 1,035 | $211K | 0.0% | N/A | 0.003% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 146 | $30K | 0.0% | -37.1% | 0.000% | |
| 4/25/2024 | MTM Investment Management LLC | 361 | $74K | 0.0% | N/A | 0.001% | |
| 4/25/2024 | Eudaimonia Partners LLC | 4,103 | $838K | 0.2% | +186.7% | 0.013% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 1,625 | $328K | 0.0% | -7.5% | 0.005% | |
| 4/25/2024 | Eudaimonia Advisors LLC | 7,249 | $1.48M | 0.8% | +240.6% | 0.022% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 133,011 | $27.15M | 0.1% | +3.5% | 0.410% | |
| 4/24/2024 | Leavell Investment Management Inc. | 3,523 | $719K | 0.0% | -10.7% | 0.011% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 264 | $54K | 0.0% | -36.1% | 0.001% | |
| 4/24/2024 | Trinity Legacy Partners LLC | 7,451 | $1.52M | 0.4% | +45.7% | 0.023% | |
| 4/24/2024 | Simplicity Wealth LLC | 6,997 | $1.43M | 0.0% | N/A | 0.022% | |
| 4/24/2024 | Spire Wealth Management | 1,929 | $394K | 0.0% | -5.2% | 0.006% | |
| 4/23/2024 | Community Financial Services Group LLC | 1,287 | $263K | 0.1% | N/A | 0.004% | |
| 4/23/2024 | Fifth Third Bancorp | 2,696 | $550K | 0.0% | -50.2% | 0.008% | |
| 4/23/2024 | Duncker Streett & Co. Inc. | 527 | $108K | 0.0% | -17.9% | 0.002% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 91,814 | $18.74M | 0.0% | +6.1% | 0.283% | |
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 | Strategic Financial Concepts LLC | 1,169 | $239K | 0.1% | N/A | 0.004% | |
| 4/22/2024 | PFG Investments LLC | 31,787 | $6.49M | 0.4% | N/A | 0.098% | |
| 4/22/2024 | Raymond James & Associates | 68,440 | $13.97M | 0.0% | -21.4% | 0.211% | |
| 4/19/2024 | Financial Perspectives Inc | 9,619 | $1.96M | 0.7% | +1.2% | 0.030% | |
| 4/19/2024 | Spinnaker Investment Group LLC | 2,219 | $453K | 0.1% | -24.8% | 0.007% | |
| 4/19/2024 | Accel Wealth Management | 8,709 | $1.78M | 0.8% | -3.6% | 0.027% | |
| 4/19/2024 | Kovack Advisors Inc. | 4,465 | $912K | 0.1% | +3.8% | 0.014% | |
| 4/19/2024 | Westside Investment Management Inc. | 10,228 | $2.09M | 0.5% | +5.4% | 0.032% | |
| 4/19/2024 | Trust Co. of Oklahoma | 10,257 | $2.09M | 0.7% | +2.6% | 0.032% | |
| 4/19/2024 | IVC Wealth Advisors LLC | 1,505 | $307K | 0.2% | -9.0% | 0.005% | |
