4/24/2024 | Blue Bell Private Wealth Management LLC | 96,016 | $3.61M | 0.8% | -1.7% | 3.951% | |
4/22/2024 | PFG Investments LLC | 31,303 | $1.18M | 0.1% | N/A | 1.288% | |
4/17/2024 | CRA Financial Services LLC | 6,025 | $227K | 0.0% | -24.0% | 0.248% | |
4/16/2024 | Maltin Wealth Management Inc. | 45,834 | $1.72M | 1.0% | -1.3% | 1.256% | |
4/15/2024 | Brookstone Capital Management | 10,574 | $398K | 0.0% | -33.3% | 0.290% | |
4/15/2024 | Sunbelt Securities Inc. | 2,100 | $79K | 0.0% | -17.1% | 0.058% | |
|
4/11/2024 | DHJJ Financial Advisors Ltd. | 20,470 | $770K | 0.3% | -1.5% | 0.561% | |
4/11/2024 | RFG Advisory LLC | 8,492 | $319K | 0.0% | -9.8% | 0.233% | |
4/10/2024 | Fragasso Group Inc. | 41,148 | $1.55M | 0.1% | -2.2% | 1.127% | |
4/10/2024 | BCS Wealth Management | 22,972 | $864K | 0.3% | -10.9% | 0.629% | |
3/6/2024 | SageView Advisory Group LLC | 175,483 | $6.26M | 0.2% | N/A | 4.808% | |
2/16/2024 | SageView Advisory Group LLC | 175,483 | $6.26M | 0.2% | N/A | 4.808% | |
2/12/2024 | Focus Financial Network Inc. ADV | 22,929 | $818K | 0.0% | N/A | 0.628% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 27,344 | $976K | 0.1% | -1.3% | 0.749% | |
2/9/2024 | Advisory Services Network LLC | 5,234 | $187K | 0.0% | -59.4% | 0.143% | |
2/9/2024 | SageView Advisory Group LLC | 175,483 | $6.26M | 0.2% | N/A | 4.808% | |
2/8/2024 | Beacon Pointe Advisors LLC | 15,593 | $557K | 0.0% | -20.3% | 0.427% | |
2/8/2024 | Kickstand Ventures LLC. | 176,974 | $6.32M | 1.8% | -26.4% | 4.849% | |
2/8/2024 | Janney Montgomery Scott LLC | 28,950 | $1.03M | 0.0% | -5.0% | 0.793% | |
2/7/2024 | Avantax Advisory Services Inc. | 6,883 | $246K | 0.0% | -15.3% | 0.189% | |
2/7/2024 | Principal Securities Inc. | 1,625 | $58K | 0.0% | N/A | 0.045% | |
2/2/2024 | Atria Wealth Solutions Inc. | 6,190 | $221K | 0.0% | N/A | 0.170% | |
2/1/2024 | Capital Investment Advisory Services LLC | 55,017 | $1.96M | 0.2% | +0.6% | 1.507% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 20,784 | $742K | 0.3% | -2.3% | 0.569% | |
1/29/2024 | Outlook Wealth Advisors LLC | 29,125 | $1.04M | 0.4% | -5.5% | 0.798% | |
1/26/2024 | Cerity Partners LLC | 55,169 | $1.97M | 0.0% | -2.2% | 1.511% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 97,670 | $3.49M | 0.8% | -5.1% | 2.676% | |
1/24/2024 | Arkadios Wealth Advisors | 19,751 | $705K | 0.1% | -5.9% | 0.541% | |
1/19/2024 | AdvisorNet Financial Inc | 4,847 | $173K | 0.0% | -68.4% | 0.133% | |
1/18/2024 | Gradient Investments LLC | 915 | $33K | 0.0% | -40.4% | 0.025% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,054 | $359K | 0.0% | -3.0% | 0.275% | |
1/16/2024 | CoreCap Advisors LLC | 24,106 | $861K | 0.1% | +9.8% | 0.660% | |
1/11/2024 | Brookstone Capital Management | 15,844 | $566K | 0.0% | -90.9% | 0.434% | |
1/11/2024 | BCS Wealth Management | 25,790 | $921K | 0.3% | -4.4% | 0.707% | |
12/11/2023 | Sunbelt Securities Inc. | 2,534 | $83K | 0.0% | +14.7% | 0.069% | |
11/16/2023 | Penserra Capital Management LLC | 141,712 | $4.65M | 0.1% | +43.5% | 3.883% | |
11/13/2023 | Kestra Advisory Services LLC | 15,814 | $519K | 0.0% | -17.5% | 0.433% | |
11/8/2023 | HighTower Advisors LLC | 47,291 | $1.55M | 0.0% | -32.5% | 1.296% | |
11/8/2023 | Janney Montgomery Scott LLC | 30,458 | $1M | 0.0% | -13.7% | 0.834% | |
11/8/2023 | Avantax Advisory Services Inc. | 8,126 | $267K | 0.0% | +16.9% | 0.223% | |
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11/6/2023 | Sigma Planning Corp | 15,794 | $518K | 0.0% | -7.7% | 0.433% | |
11/2/2023 | Capital Investment Advisory Services LLC | 54,685 | $1.80M | 0.2% | +4.9% | 1.498% | |
11/2/2023 | Vantage Financial Partners LLC | 7,139 | $234K | 0.1% | -7.0% | 0.196% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 102,924 | $3.38M | 0.9% | +36.4% | 2.820% | |
10/27/2023 | Gradient Investments LLC | 1,536 | $50K | 0.0% | -99.9% | 0.042% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,367 | $340K | 0.0% | -3.3% | 0.284% | |
10/23/2023 | Commonwealth Equity Services LLC | 118,224 | $3.88M | 0.0% | -3.2% | 3.239% | |
10/20/2023 | Brookstone Capital Management | 173,337 | $5.68M | 0.1% | -29.6% | 4.749% | |
10/20/2023 | Lantz Financial LLC | 7,711 | $253K | 0.1% | -14.3% | 0.211% | |
10/17/2023 | Berkshire Money Management Inc. | 42,986 | $1.41M | 0.2% | -1.7% | 1.178% | |
10/17/2023 | Cedar Brook Financial Partners LLC | 17,375 | $570K | 0.1% | -29.0% | 0.476% | |
10/13/2023 | Arkadios Wealth Advisors | 20,985 | $689K | 0.1% | +2.6% | 0.575% | |
10/12/2023 | BCS Wealth Management | 26,985 | $886K | 0.4% | -1.5% | 0.739% | |
10/11/2023 | AE Wealth Management LLC | 44,860 | $1.47M | 0.0% | +6.4% | 1.229% | |
8/14/2023 | Cerity Partners LLC | 68,706 | $2.31M | 0.0% | -96.7% | 1.882% | |
8/11/2023 | Kestra Advisory Services LLC | 19,159 | $643K | 0.0% | -5.5% | 0.525% | |
8/11/2023 | Penserra Capital Management LLC | 98,728 | $3.31M | 0.1% | +9.2% | 2.705% | |
8/10/2023 | Osaic Holdings Inc. | 160,886 | $5.40M | 0.0% | +133.0% | 4.408% | |
8/10/2023 | Integral Investment Advisors Inc. | 24,168 | $811K | 0.5% | -2.5% | 0.662% | |
8/10/2023 | Personal CFO Solutions LLC | 278,971 | $9.36M | 1.9% | +3,521.1% | 7.643% | |
8/10/2023 | First Commonwealth Financial Corp PA | 32,151 | $1.08M | 0.4% | -7.6% | 0.881% | |
8/10/2023 | Commonwealth Equity Services LLC | 122,108 | $4.10M | 0.0% | +20.8% | 3.345% | |
8/10/2023 | Cetera Advisors LLC | 24,091 | $808K | 0.0% | +165.2% | 0.660% | |
8/10/2023 | Financial Architects Inc | 16,909 | $567K | 0.1% | N/A | 0.463% | |
8/9/2023 | Spire Wealth Management | 3,030 | $102K | 0.0% | +35.9% | 0.083% | |
8/8/2023 | Vantage Financial Partners LLC | 7,678 | $258K | 0.1% | N/A | 0.210% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 75,440 | $2.53M | 0.7% | +6.0% | 2.067% | |
8/8/2023 | Orion Capital Management LLC | 7,000 | $235K | 0.2% | -12.5% | 0.192% | |
8/7/2023 | Steward Financial Group LLC | 5,380 | $180K | 0.1% | N/A | 0.147% | |
8/7/2023 | Lincoln National Corp | 7,620 | $256K | 0.0% | N/A | 0.209% | |
8/4/2023 | Envestnet Asset Management Inc. | 36,346 | $1.22M | 0.0% | +82.2% | 0.996% | |
8/4/2023 | IFP Advisors Inc | 1,834 | $47K | 0.0% | +133.9% | 0.041% | |
8/3/2023 | Atria Wealth Solutions Inc. | 6,030 | $202K | 0.0% | N/A | 0.135% | |
8/2/2023 | Sigma Planning Corp | 17,115 | $574K | 0.0% | +101.0% | 0.383% | |
7/28/2023 | Capital Investment Advisory Services LLC | 52,153 | $1.75M | 0.2% | +1.5% | 1.167% | |
7/26/2023 | Alera Investment Advisors LLC | 9,587 | $322K | 0.1% | +42.7% | 0.214% | |
7/26/2023 | Janney Montgomery Scott LLC | 35,306 | $1.19M | 0.0% | -23.6% | 0.790% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,717 | $360K | 0.0% | +9.1% | 0.240% | |
7/20/2023 | Bourgeon Capital Management LLC | 2,528 | $85K | 0.0% | N/A | 0.057% | |
7/19/2023 | BCS Wealth Management | 27,401 | $919K | 0.7% | +22.9% | 0.613% | |
7/18/2023 | D.B. Root & Company LLC | 26,027 | $873K | 0.3% | N/A | 0.582% | |
7/18/2023 | Stratos Wealth Advisors LLC | 21,048 | $706K | 0.1% | N/A | 0.471% | |
7/17/2023 | Beacon Financial Advisory LLC | 12,223 | $410K | 0.2% | +71.6% | 0.273% | |
7/14/2023 | AdvisorNet Financial Inc | 15,347 | $515K | 0.0% | N/A | 0.343% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 11,899 | $399K | 0.0% | +51.6% | 0.266% | |
7/13/2023 | My Personal CFO LLC | 21,900 | $735K | 0.6% | N/A | 0.490% | |
7/12/2023 | Lantz Financial LLC | 9,001 | $302K | 0.1% | +12.2% | 0.201% | |
7/11/2023 | CRA Financial Services LLC | 7,925 | $266K | 0.1% | N/A | 0.177% | |
7/11/2023 | Brookstone Capital Management | 246,301 | $8.20M | 0.2% | +76.2% | 5.510% | |
7/11/2023 | Gradient Investments LLC | 1,465,411 | $49.17M | 1.3% | N/A | 32.783% | |
World’s biggest multibillionaire investor is buying THIS by the ton [picture] (Ad) Don't Buy Bullion or Mining Stocks. Do THIS Instead
As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea. Click here to find out what to do. |
7/10/2023 | Pinnacle Wealth Management Group Inc. | 6,300 | $211K | 0.2% | N/A | 0.141% | |
7/10/2023 | AE Wealth Management LLC | 42,166 | $1.42M | 0.0% | +64.1% | 0.943% | |
7/10/2023 | Fragasso Group Inc. | 42,081 | $1.41M | 0.2% | +10.6% | 0.941% | |
7/10/2023 | Outlook Wealth Advisors LLC | 31,004 | $1.04M | 0.4% | -2.2% | 0.694% | |
7/5/2023 | Cedar Brook Financial Partners LLC | 24,470 | $821K | 0.2% | N/A | 0.547% | |
5/15/2023 | First Commonwealth Financial Corp PA | 34,794 | $1.11M | 0.4% | -15.1% | 0.778% | |
5/12/2023 | Berkshire Money Management Inc. | 43,953 | $1.41M | 0.2% | -4.3% | 0.983% | |
5/11/2023 | Consolidated Portfolio Review Corp | 32,540 | $1.04M | 0.3% | N/A | 0.728% | |
5/11/2023 | Cerity Partners LLC | 2,099,397 | $67.18M | 0.2% | +1,539.4% | 46.966% | |
5/11/2023 | Commonwealth Equity Services LLC | 101,078 | $3.23M | 0.0% | -8.4% | 2.261% | |