| 5/17/2024 | Beacon Capital Management LLC | 166 | $51K | 0.0% | N/A | 0.000% | |
| 5/17/2024 | Comerica Bank | 6,242 | $1.90M | 0.0% | -4.1% | 0.018% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 3,373 | $1.03M | 0.0% | +29.4% | 0.010% | |
| 5/15/2024 | Lazard Asset Management LLC | 13,081 | $3.99M | 0.0% | +35.8% | 0.039% | |
| 5/14/2024 | Cadence Bank | 1,707 | $520K | 0.0% | -48.4% | 0.005% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 1,862 | $567K | 0.1% | +130.7% | 0.006% | |
|
| 5/14/2024 | Evermay Wealth Management LLC | 1,729 | $527K | 0.1% | N/A | 0.005% | |
| 5/14/2024 | InterOcean Capital Group LLC | 4,410 | $1.34M | 0.0% | +143.6% | 0.013% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 87,714 | $26.73M | 7.7% | -2.0% | 0.259% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 741 | $226K | 0.0% | N/A | 0.002% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 1,348 | $411K | 0.0% | N/A | 0.004% | |
| 5/10/2024 | Osaic Holdings Inc. | 117,349 | $35.84M | 0.1% | -8.3% | 0.347% | |
| 5/10/2024 | Rodgers & Associates LTD | 1,840 | $561K | 0.1% | -9.1% | 0.005% | |
| 5/10/2024 | GM Advisory Group LLC | 15,393 | $4.69M | 0.3% | -4.4% | 0.046% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 10,611 | $3.23M | 0.2% | -11.2% | 0.031% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 3,655 | $1.11M | 0.0% | +182.2% | 0.011% | |
| 5/9/2024 | Blair William & Co. IL | 3,010 | $917K | 0.0% | +1.6% | 0.009% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 931 | $284K | 0.0% | N/A | 0.003% | |
| 5/9/2024 | JDM Financial Group LLC | 194 | $59K | 0.0% | +21.3% | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 1,023 | $312K | 0.0% | N/A | 0.003% | |
| 5/8/2024 | Cozad Asset Management Inc. | 19,921 | $6.07M | 0.6% | +2.8% | 0.059% | |
| 5/8/2024 | Bleakley Financial Group LLC | 2,702 | $823K | 0.0% | -13.8% | 0.008% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 2,791 | $851K | 0.0% | +10.6% | 0.008% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 2,443 | $744K | 0.0% | N/A | 0.007% | |
| 5/7/2024 | Significant Wealth Partners LLC | 4,513 | $1.38M | 0.9% | -14.6% | 0.013% | |
| 5/7/2024 | Reynders McVeigh Capital Management LLC | 1,086 | $331K | 0.0% | -15.9% | 0.003% | |
| 5/7/2024 | Windward Private Wealth Management Inc. | 6,546 | $2.00M | 0.8% | -0.5% | 0.019% | |
| 5/7/2024 | PFG Advisors | 3,805 | $1.16M | 0.1% | -47.2% | 0.011% | |
| 5/7/2024 | Wealthspire Advisors LLC | 8,941 | $2.72M | 0.0% | +4.5% | 0.026% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,424 | $1.04M | 0.0% | -14.1% | 0.010% | |
| 5/4/2024 | R. W. Roge & Company Inc. | 12,751 | $3.89M | 2.3% | -5.0% | 0.038% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 854 | $260K | 0.0% | +47.8% | 0.003% | |
| 5/3/2024 | Larson Financial Group LLC | 50,227 | $15.31M | 1.2% | -0.6% | 0.148% | |
| 5/3/2024 | GSA Capital Partners LLP | 2,619 | $798K | 0.1% | N/A | 0.008% | |
| 5/3/2024 | Liberty Wealth Management LLC | 810 | $247K | 0.0% | N/A | 0.002% | |
| 5/2/2024 | Mutual Advisors LLC | 32,853 | $10.01M | 0.3% | -20.8% | 0.097% | |
| 5/2/2024 | Salomon & Ludwin LLC | 340 | $104K | 0.0% | N/A | 0.001% | |
| 5/2/2024 | New England Capital Financial Advisors LLC | 144 | $44K | 0.0% | +71.4% | 0.000% | |
| 5/2/2024 | Financial Counselors Inc. | 1,113 | $339K | 0.0% | N/A | 0.003% | |
| 5/2/2024 | Graypoint LLC | 2,321 | $707K | 0.1% | +4.3% | 0.007% | |
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| 5/1/2024 | Connecticut Wealth Management LLC | 68,592 | $20.90M | 1.1% | -1.1% | 0.203% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 55,924 | $17.04M | 0.1% | -4.2% | 0.165% | |
| 5/1/2024 | CWS Financial Advisors LLC | 2,121 | $646K | 0.3% | +1.7% | 0.006% | |
| 5/1/2024 | BOK Financial Private Wealth Inc. | 1,399 | $426K | 0.0% | -5.2% | 0.004% | |
| 5/1/2024 | Diversify Advisory Services LLC | 1,189 | $363K | 0.0% | N/A | 0.004% | |
| 4/30/2024 | Private Advisor Group LLC | 60,240 | $18.36M | 0.1% | -4.0% | 0.178% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 9,957 | $3.03M | 0.2% | +5.1% | 0.029% | |
| 4/30/2024 | SpiderRock Advisors LLC | 4,500 | $1.36M | 0.0% | N/A | 0.013% | |
| 4/30/2024 | Joel Isaacson & Co. LLC | 102,968 | $31.38M | 1.7% | +6.4% | 0.304% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 73,664 | $22.45M | 0.0% | +3.6% | 0.218% | |
| 4/29/2024 | Union Savings Bank | 190 | $58K | 0.0% | -33.3% | 0.001% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 154 | $47K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Members Trust Co | 661 | $201K | 0.0% | -17.3% | 0.002% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 10,996 | $3.35M | 0.1% | N/A | 0.033% | |
| 4/26/2024 | Petredis Investment Advisors LLC | 31,672 | $9.65M | 1.2% | -0.9% | 0.094% | |
| 4/26/2024 | Triton Wealth Management PLLC | 864 | $254K | 0.2% | N/A | 0.003% | |
| 4/25/2024 | HTLF Bank | 6,175 | $1.88M | 0.2% | +2.7% | 0.018% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 97,968 | $29.85M | 0.1% | +3.6% | 0.290% | |
| 4/24/2024 | CENTRAL TRUST Co | 891 | $271K | 0.0% | -5.3% | 0.003% | |
| 4/24/2024 | 1900 Wealth Management LLC | 12,484 | $3.80M | 0.3% | -18.0% | 0.037% | |
| 4/24/2024 | Simplicity Wealth LLC | 5,380 | $1.64M | 0.0% | N/A | 0.016% | |
| 4/24/2024 | Wells Trecaso Financial Group LLC | 5,992 | $1.83M | 0.6% | +100.4% | 0.018% | |
| 4/24/2024 | Gemmer Asset Management LLC | 1,206 | $368K | 0.0% | N/A | 0.004% | |
| 4/24/2024 | Essex Financial Services Inc. | 79,135 | $24.11M | 2.2% | +2.2% | 0.234% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,488 | $758K | 0.0% | +41.1% | 0.007% | |
| 4/23/2024 | Wheelhouse Advisory Group LLC | 43,066 | $13.12M | 10.4% | +4.2% | 0.127% | |
| 4/23/2024 | Fifth Third Bancorp | 294 | $90K | 0.0% | -19.7% | 0.001% | |
| 4/23/2024 | Bluesphere Advisors LLC | 10,265 | $3.13M | 1.7% | +2.7% | 0.030% | |
| 4/23/2024 | Principle Wealth Partners LLC | 51,148 | $15.59M | 1.2% | +1.3% | 0.151% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 75,616 | $23.04M | 0.0% | -1.0% | 0.224% | |
| 4/22/2024 | Arista Wealth Management LLC | 44,199 | $13.47M | 10.3% | -16.4% | 0.131% | |
| 4/22/2024 | PFG Investments LLC | 1,394 | $425K | 0.0% | +14.5% | 0.004% | |
| 4/22/2024 | Raymond James & Associates | 24,710 | $7.53M | 0.0% | +5.9% | 0.073% | |
| 4/18/2024 | Verum Partners LLC | 15,284 | $4.66M | 1.7% | -21.5% | 0.045% | |
| 4/18/2024 | Colton Groome Financial Advisors LLC | 678 | $207K | 0.1% | N/A | 0.002% | |
| 4/18/2024 | Fifth Third Securities Inc. | 37,514 | $11.43M | 1.1% | -3.4% | 0.111% | |
| 4/18/2024 | Roberts Wealth Advisors LLC | 954 | $283K | 0.1% | N/A | 0.003% | |
| 4/18/2024 | Clarity Wealth Advisors LLC | 714 | $217K | 0.1% | N/A | 0.002% | |
| 4/17/2024 | Iron Horse Wealth Management LLC | 82,156 | $25.03M | 9.9% | +0.7% | 0.243% | |
| 4/17/2024 | Private Ocean LLC | 612 | $186K | 0.0% | N/A | 0.002% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 10,452 | $3.19M | 0.0% | +47.7% | 0.031% | |
| 4/16/2024 | ERn Financial LLC | 109,228 | $33.28M | 5.8% | 0.0% | 0.323% | |
| 4/15/2024 | Signet Financial Management LLC | 17,312 | $5.28M | 0.7% | -2.1% | 0.051% | |
| 4/15/2024 | WealthCare Investment Partners LLC | 2,474 | $754K | 0.4% | -2.6% | 0.007% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 2,960 | $902K | 0.0% | -24.7% | 0.009% | |
| 4/15/2024 | Northeast Financial Group Inc. | 4,219 | $1.29M | 0.6% | -31.1% | 0.012% | |
| 4/15/2024 | RFG Holdings Inc. | 24,698 | $7.53M | 3.2% | N/A | 0.073% | |
| 4/15/2024 | Brookstone Capital Management | 6,894 | $2.10M | 0.0% | -5.3% | 0.020% | |
| 4/15/2024 | Ehrlich Financial Group | 737 | $225K | 0.2% | N/A | 0.002% | |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 3,619 | $1.10M | 0.1% | -11.5% | 0.011% | |
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 |
| 4/15/2024 | First Bancorp Inc ME | 5,987 | $1.82M | 1.4% | +2.8% | 0.018% | |
| 4/13/2024 | Von Berge Wealth Management Group LLC | 4,401 | $1.34M | 0.9% | +1.2% | 0.014% | |
| 4/13/2024 | Retirement Planning Group LLC | 4,735 | $1.44M | 0.1% | -1.6% | 0.015% | |
| 4/12/2024 | Global Assets Advisory LLC | 62,247 | $18.97M | 0.1% | N/A | 0.202% | |
| 4/11/2024 | Royal Fund Management LLC | 19,793 | $6.04M | 0.6% | -4.2% | 0.064% | |
| 4/11/2024 | Market Street Wealth Management Advisors LLC | 802 | $244K | 0.0% | -16.6% | 0.003% | |
| 4/11/2024 | Cooper Financial Group | 19,706 | $6.01M | 1.0% | -19.9% | 0.064% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 10,712 | $3.26M | 0.9% | N/A | 0.035% | |
| 4/10/2024 | Park Avenue Securities LLC | 12,144 | $3.70M | 0.0% | +13.9% | 0.039% | |
| 4/10/2024 | Safeguard Financial LLC | 659 | $201K | 0.1% | -27.3% | 0.002% | |
