5/16/2025 | Jones Financial Companies Lllp | 10,984 | $1.28M | 0.0% | -40.0% | 0.038% | |
5/16/2025 | NewEdge Advisors LLC | 29,138 | $3.39M | 0.0% | -6.6% | 0.100% | |
5/15/2025 | Baird Financial Group Inc. | 3,699 | $430K | 0.0% | -22.0% | 0.013% | |
5/15/2025 | OLD Mission Capital LLC | 28,579 | $3.33M | 0.0% | N/A | 0.099% | |
5/14/2025 | Summit Financial LLC | 7,541 | $878K | 0.0% | -60.9% | 0.026% | |
5/14/2025 | Flow Traders U.S. LLC | 13,580 | $1.58M | 0.1% | N/A | 0.047% | |
5/13/2025 | Rathbones Group PLC | 2,707 | $315K | 0.0% | -4.3% | 0.009% | |
5/12/2025 | Operose Advisors LLC | 2,281 | $265K | 0.1% | -49.9% | 0.008% | |
5/9/2025 | Lester Murray Antman dba SimplyRich | 15,671 | $1.82M | 0.5% | +4.0% | 0.054% | |
5/7/2025 | Vantage Financial Partners LLC | 12,051 | $1.40M | 0.3% | -6.2% | 0.042% | |
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5/2/2025 | Cable Hill Partners LLC | 2,575 | $301K | 0.0% | +17.7% | 0.009% | |
5/2/2025 | Landaas & Co. WI ADV | 4,448 | $518K | 0.1% | +47.0% | 0.015% | |
4/29/2025 | von Borstel & Associates Inc. | 287 | $33K | 0.0% | N/A | 0.001% | |
4/28/2025 | Private Trust Co. NA | 2,126 | $247K | 0.0% | -16.3% | 0.007% | |
4/28/2025 | Arlington Trust Co LLC | 400 | $47K | 0.0% | N/A | 0.001% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,280 | $149K | 0.0% | -82.9% | 0.004% | |
4/22/2025 | Appleton Partners Inc. MA | 3,600 | $419K | 0.0% | -4.6% | 0.012% | |
4/17/2025 | Janney Montgomery Scott LLC | 12,773 | $1.49M | 0.0% | -11.3% | 0.044% | |
4/9/2025 | NBC Securities Inc. | 407 | $47K | 0.0% | N/A | 0.001% | |
4/7/2025 | Summit Global Investments | 10,554 | $1.23M | 0.1% | N/A | 0.036% | |
4/7/2025 | GAMMA Investing LLC | 17,921 | $2.09M | 0.0% | +7,760.1% | 0.062% | |
2/17/2025 | Cahill Financial Advisors Inc. | 2,274 | $248K | 0.0% | -18.2% | 0.006% | |
2/17/2025 | Captrust Financial Advisors | 87,249 | $9.53M | 0.0% | -4.0% | 0.215% | |
2/17/2025 | Ameriprise Financial Inc. | 230,985 | $25.22M | 0.0% | +1.1% | 0.570% | |
2/14/2025 | Integrated Wealth Concepts LLC | 6,708 | $733K | 0.0% | +5.9% | 0.017% | |
2/13/2025 | Operose Advisors LLC | 4,556 | $497K | 0.2% | -25.2% | 0.011% | |
2/13/2025 | United Capital Financial Advisors LLC | 16,284 | $1.78M | 0.0% | -2.8% | 0.040% | |
2/13/2025 | Keystone Financial Group | 3,358 | $367K | 0.0% | N/A | 0.008% | |
2/13/2025 | Rathbones Group PLC | 2,829 | $309K | 0.0% | +5.0% | 0.007% | |
2/12/2025 | Summit Financial LLC | 19,306 | $2.11M | 0.1% | -24.0% | 0.048% | |
2/12/2025 | JPMorgan Chase & Co. | 111,380 | $12.16M | 0.0% | +9.9% | 0.275% | |
2/11/2025 | Lee Danner & Bass Inc. | 300 | $33K | 0.0% | N/A | 0.001% | |
2/10/2025 | Farther Finance Advisors LLC | 1,462 | $160K | 0.0% | +3,148.9% | 0.004% | |
1/22/2025 | CKW Financial Group | 5,110 | $558K | 0.1% | -19.7% | 0.013% | |
1/17/2025 | Arkansas Financial Group Inc. | 11,709 | $1.28M | 0.2% | -3.0% | 0.029% | |
1/17/2025 | Janney Montgomery Scott LLC | 14,403 | $1.57M | 0.0% | +55.4% | 0.036% | |
1/13/2025 | AdvisorNet Financial Inc | 1,388 | $152K | 0.0% | +52.5% | 0.003% | |
1/3/2025 | Modus Advisors LLC | 480 | $52K | 0.0% | N/A | 0.001% | |
12/26/2024 | JPMorgan Chase & Co. | 101,343 | $11.61M | 0.0% | -1.2% | 0.250% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 670 | $77K | 0.0% | N/A | 0.002% | |
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11/15/2024 | Integrated Wealth Concepts LLC | 6,336 | $726K | 0.0% | -2.3% | 0.016% | |
11/14/2024 | Captrust Financial Advisors | 90,854 | $10.41M | 0.0% | -17.1% | 0.224% | |
11/13/2024 | BNP Paribas Financial Markets | 3,736 | $428K | 0.0% | -46.9% | 0.009% | |
11/13/2024 | Private Trust Co. NA | 2,541 | $291K | 0.0% | -14.6% | 0.006% | |
11/13/2024 | Brown Brothers Harriman & Co. | 15,097 | $1.73M | 0.0% | N/A | 0.037% | |
11/12/2024 | Cahill Financial Advisors Inc. | 2,779 | $318K | 0.0% | -6.3% | 0.007% | |
11/6/2024 | Cable Hill Partners LLC | 2,147 | $246K | 0.0% | N/A | 0.005% | |
11/5/2024 | FDx Advisors Inc. | 34,283 | $3.93M | 1.1% | -7.6% | 0.085% | |
11/5/2024 | Lynx Investment Advisory | 2,016 | $231K | 0.2% | +17.9% | 0.005% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 7,518 | $861K | 0.1% | -9.1% | 0.019% | |
10/5/2024 | First International Bank & Trust | 15,100 | $1.73M | 0.6% | -4.2% | 0.037% | |
8/16/2024 | Magnolia Capital Advisors LLC | 14,961 | $1.57M | 0.1% | N/A | 0.037% | |
8/9/2024 | Rathbones Group PLC | 2,865 | $300K | 0.0% | -18.8% | 0.007% | |
8/7/2024 | Vantage Financial Partners LLC | 11,814 | $1.24M | 0.3% | +24.2% | 0.029% | |
8/2/2024 | FDx Advisors Inc. | 37,086 | $3.88M | 1.1% | -3.2% | 0.092% | |
8/1/2024 | Rhumbline Advisers | 2,370 | $248K | 0.0% | -86.6% | 0.006% | |
8/1/2024 | Hilltop Partners LLC | 3,510 | $367K | 0.1% | -20.1% | 0.009% | |
8/1/2024 | Summit Financial LLC | 25,468 | $2.67M | 0.1% | +0.9% | 0.063% | |
7/26/2024 | Bank of New York Mellon Corp | 28,393 | $2.97M | 0.0% | -48.6% | 0.070% | |
7/11/2024 | Symmetry Partners LLC | 250,953 | $26.26M | 1.4% | -17.4% | 0.620% | |
7/9/2024 | Lynx Investment Advisory | 1,710 | $179K | 0.1% | N/A | 0.004% | |
7/8/2024 | Sugarloaf Wealth Management LLC | 375 | $39K | 0.0% | -32.2% | 0.001% | |
5/17/2024 | Comerica Bank | 8,307 | $874K | 0.0% | -2.9% | 0.021% | |
5/13/2024 | Bessemer Group Inc. | 166,436 | $17.52M | 0.0% | +1.3% | 0.411% | |
5/13/2024 | Hilltop Partners LLC | 4,391 | $462K | 0.2% | -4.1% | 0.011% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 5,500 | $579K | 0.0% | -17.9% | 0.014% | |
5/3/2024 | FDx Advisors Inc. | 38,327 | $4.04M | 0.6% | -2.8% | 0.095% | |
5/2/2024 | Vantage Financial Partners LLC | 9,513 | $1.00M | 0.3% | -2.2% | 0.023% | |
5/1/2024 | Janney Montgomery Scott LLC | 9,315 | $981K | 0.0% | -11.6% | 0.023% | |
5/1/2024 | BNP Paribas Financial Markets | 7,125 | $750K | 0.0% | +6.3% | 0.017% | |
4/22/2024 | CKW Financial Group | 6,606 | $693K | 0.1% | -11.9% | 0.016% | |
4/16/2024 | Arkansas Financial Group Inc. | 12,137 | $1.28M | 0.2% | -8.8% | 0.025% | |
4/2/2024 | Symmetry Partners LLC | 303,702 | $31.97M | 2.5% | -7.0% | 0.620% | |
4/1/2024 | Appleton Partners Inc. MA | 3,850 | $405K | 0.0% | -7.2% | 0.008% | |
2/21/2024 | Garde Capital Inc. | 2,800 | $281K | 0.0% | N/A | 0.006% | |
2/16/2024 | United Advisor Group LLC | 3,725 | $384K | 0.5% | N/A | 0.008% | |
2/15/2024 | OLD Mission Capital LLC | 127,042 | $12.75M | 0.2% | -26.9% | 0.259% | |
2/13/2024 | Rathbones Group PLC | 4,461 | $448K | 0.0% | -29.4% | 0.009% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 6,700 | $672K | 0.1% | -13.0% | 0.014% | |
2/9/2024 | Tidemark LLC | 2,877 | $289K | 0.2% | N/A | 0.006% | |
2/8/2024 | Janney Montgomery Scott LLC | 10,543 | $1.06M | 0.0% | -5.9% | 0.022% | |
2/7/2024 | BNP Paribas Financial Markets | 6,700 | $672K | 0.0% | +31.2% | 0.014% | |
2/5/2024 | Vantage Financial Partners LLC | 9,724 | $976K | 0.3% | N/A | 0.020% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 43,784 | $4.39M | 1.3% | N/A | 0.089% | |
1/24/2024 | Mascoma Wealth Management LLC | 1,860 | $187K | 0.1% | -31.0% | 0.004% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 5,187 | $520K | 0.2% | +55.5% | 0.011% | |
1/19/2024 | AdvisorNet Financial Inc | 297 | $30K | 0.0% | -99.8% | 0.001% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 8,299 | $833K | 0.1% | +6.6% | 0.017% | |
1/10/2024 | Sugarloaf Wealth Management LLC | 372 | $37K | 0.0% | -73.6% | 0.001% | |
1/9/2024 | First International Bank & Trust | 15,755 | $1.58M | 0.6% | -16.5% | 0.032% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
1/2/2024 | Symmetry Partners LLC | 326,604 | $32.68M | 1.8% | -11.3% | 0.667% | |
11/14/2023 | Operose Advisors LLC | 24,402 | $2.33M | 0.9% | -5.0% | 0.050% | |
11/8/2023 | Janney Montgomery Scott LLC | 11,200 | $1.07M | 0.0% | -61.2% | 0.023% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 7,700 | $735K | 0.1% | -6.1% | 0.016% | |
11/7/2023 | Summit Financial LLC | 25,143 | $2.40M | 0.2% | -23.5% | 0.051% | |
11/6/2023 | Keystone Financial Group | 4,006 | $382K | 0.1% | -5.3% | 0.008% | |
11/4/2023 | NBC Securities Inc. | 294 | $28K | 0.0% | N/A | 0.001% | |
11/2/2023 | FDx Advisors Inc. | 41,520 | $3.96M | 0.3% | -2.2% | 0.085% | |
10/26/2023 | Graypoint LLC | 2,500 | $239K | 0.0% | -14.4% | 0.005% | |
10/24/2023 | Bank of New York Mellon Corp | 57,634 | $5.50M | 0.0% | -8.9% | 0.118% | |