3/22/2024 | PNC Financial Services Group Inc. | 14,235 | $0.68M | 0.0% | N/A | 0.021% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 8,248 | $0.40M | 0.3% | N/A | 0.012% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 66,127 | $3.19M | 0.1% | +37.7% | 0.096% | |
3/6/2024 | Willner & Heller LLC | 16,010 | $0.77M | 0.9% | N/A | 0.023% | |
3/5/2024 | Fisher Asset Management LLC | 6,082 | $0.29M | 0.0% | N/A | 0.009% | |
3/1/2024 | Transcendent Capital Group LLC | 70,217 | $3.37M | 2.2% | N/A | 0.101% | |
|
3/1/2024 | Goldman Sachs Group Inc. | 36,867 | $1.77M | 0.0% | N/A | 0.053% | |
2/26/2024 | Centaurus Financial Inc. | 77,103 | $3.70M | 0.3% | +1,972.7% | 0.111% | |
2/23/2024 | Chicago Partners Investment Group LLC | 9,554 | $0.45M | 0.0% | N/A | 0.014% | |
2/22/2024 | Napa Wealth Management | 22,835 | $1.10M | 0.6% | N/A | 0.033% | |
2/16/2024 | Global Assets Advisory LLC | 19,814 | $0.95M | 1.2% | +10.5% | 0.029% | |
2/16/2024 | Childress Capital Advisors LLC | 135,056 | $6.49M | 1.9% | +1.8% | 0.195% | |
2/16/2024 | Oarsman Capital Inc. | 25,183 | $1.21M | 0.3% | +47.0% | 0.036% | |
2/16/2024 | Harbour Investments Inc. | 1,788,580 | $85.91M | 3.6% | +13.8% | 2.585% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 27,092 | $1.30M | 0.0% | -27.3% | 0.039% | |
2/15/2024 | Townsquare Capital LLC | 6,622 | $0.32M | 0.0% | N/A | 0.010% | |
2/15/2024 | Swmg LLC | 32,105 | $1.54M | 0.7% | +60.2% | 0.046% | |
2/15/2024 | West Michigan Advisors LLC | 11,953 | $0.57M | 0.2% | -7.2% | 0.017% | |
2/15/2024 | Financial Planning & Information Services Inc. | 172,122 | $8.27M | 1.3% | +83.0% | 0.249% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 17,190 | $0.83M | 0.3% | +7.0% | 0.025% | |
2/15/2024 | Baird Financial Group Inc. | 289,417 | $13.90M | 0.0% | +50.1% | 0.418% | |
2/15/2024 | Barden Capital Management Inc. | 5,260 | $0.25M | 0.2% | N/A | 0.008% | |
2/15/2024 | Comerica Bank | 95,816 | $4.60M | 0.0% | +40.9% | 0.138% | |
2/14/2024 | Royal Bank of Canada | 2,073,206 | $99.58M | 0.0% | +59.1% | 2.996% | |
2/14/2024 | Pathstone Holdings LLC | 8,608 | $0.41M | 0.0% | N/A | 0.012% | |
2/14/2024 | Kestra Advisory Services LLC | 330,979 | $15.90M | 0.1% | +96.0% | 0.478% | |
2/14/2024 | Barometer Capital Management Inc. | 16,800 | $0.81M | 0.2% | -8.7% | 0.024% | |
2/14/2024 | MGO One Seven LLC | 137,117 | $6.59M | 0.4% | +13.6% | 0.198% | |
2/14/2024 | Visionary Wealth Advisors | 83,844 | $4.03M | 0.3% | +14.8% | 0.121% | |
2/13/2024 | Epoch Investment Partners Inc. | 19,600 | $0.94M | 0.0% | N/A | 0.028% | |
2/13/2024 | Lokken Investment Group LLC | 22,755 | $1.09M | 0.6% | N/A | 0.033% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,126,477 | $54.11M | 0.0% | +28.5% | 1.628% | |
2/13/2024 | Karpus Management Inc. | 151,365 | $7.27M | 0.2% | N/A | 0.219% | |
2/13/2024 | Menlo Advisors LLC | 63,430 | $3.05M | 1.9% | N/A | 0.092% | |
2/13/2024 | Cetera Advisor Networks LLC | 764,574 | $36.72M | 0.2% | +30.0% | 1.105% | |
2/13/2024 | Oppenheimer & Co. Inc. | 254,233 | $12.21M | 0.2% | +153.2% | 0.367% | |
2/13/2024 | Trademark Financial Management LLC | 19,979 | $0.96M | 0.7% | N/A | 0.029% | |
2/13/2024 | Tower Research Capital LLC TRC | 26,115 | $1.25M | 0.0% | -37.3% | 0.038% | |
2/13/2024 | Goldman Sachs Group Inc. | 36,867 | $1.77M | 0.0% | N/A | 0.053% | |
2/13/2024 | Belpointe Asset Management LLC | 21,984 | $1.06M | 0.1% | -44.0% | 0.032% | |
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2/13/2024 | Intrepid Financial Planning Group LLC | 11,499 | $0.55M | 0.3% | +70.1% | 0.017% | |
2/13/2024 | Jones Financial Companies Lllp | 14,930 | $0.72M | 0.0% | N/A | 0.022% | |
2/13/2024 | FinTrust Capital Advisors LLC | 2,371 | $0.11M | 0.0% | N/A | 0.003% | |
2/12/2024 | Atlas Financial Advisors Inc. | 7,076 | $0.34M | 0.6% | -61.5% | 0.010% | |
2/12/2024 | Tradition Wealth Management LLC | 314,366 | $15.10M | 1.6% | +319.0% | 0.454% | |
2/12/2024 | StoneX Group Inc. | 18,790 | $0.91M | 0.1% | +46.9% | 0.027% | |
2/12/2024 | Focus Financial Network Inc. ADV | 19,406 | $0.94M | 0.0% | N/A | 0.028% | |
2/12/2024 | Stifel Financial Corp | 2,427,541 | $116.60M | 0.1% | +68.0% | 3.508% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 158,362 | $7.61M | 0.1% | +39.4% | 0.229% | |
2/12/2024 | Hilltop Holdings Inc. | 16,280 | $0.78M | 0.1% | -46.9% | 0.024% | |
2/12/2024 | Fortis Capital Advisors LLC | 12,430 | $0.60M | 0.3% | -54.4% | 0.018% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 115,930 | $5.57M | 0.5% | +17.0% | 0.168% | |
2/9/2024 | Founders Financial Alliance LLC | 1,050 | $50K | 0.0% | N/A | 0.002% | |
2/9/2024 | Congress Wealth Management LLC DE | 6,111 | $0.29M | 0.0% | +17.3% | 0.009% | |
2/9/2024 | Orion Portfolio Solutions LLC | 683,860 | $32.30M | 0.4% | +1,212.0% | 0.988% | |
2/9/2024 | US Bancorp DE | 1,915 | $92K | 0.0% | N/A | 0.003% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 1,369,890 | $65.80M | 0.3% | +52.0% | 1.980% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 14,888 | $0.70M | 0.5% | +97.7% | 0.022% | |
2/9/2024 | EverSource Wealth Advisors LLC | 58,079 | $2.79M | 0.3% | +35.5% | 0.084% | |
2/9/2024 | Certified Advisory Corp | 207,349 | $9.96M | 1.5% | +24.7% | 0.300% | |
2/9/2024 | D.A. Davidson & CO. | 107,571 | $5.17M | 0.1% | +150.7% | 0.155% | |
2/9/2024 | Sachetta LLC | 1,600 | $77K | 0.0% | N/A | 0.002% | |
2/9/2024 | Wells Fargo & Company MN | 5,681,054 | $272.86M | 0.1% | +60.5% | 8.210% | |
2/9/2024 | Thoroughbred Financial Services LLC | 79,881 | $3.84M | 0.3% | +70.0% | 0.115% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 63,050 | $3.03M | 0.2% | +81.1% | 0.091% | |
2/9/2024 | UBS Group AG | 2,696,750 | $129.53M | 0.0% | +31.3% | 3.897% | |
2/9/2024 | PNC Financial Services Group Inc. | 14,235 | $0.68M | 0.0% | N/A | 0.021% | |
2/8/2024 | Brown Advisory Inc. | 12,222 | $0.59M | 0.0% | +5.1% | 0.018% | |
2/8/2024 | Level Four Advisory Services LLC | 6,843 | $0.33M | 0.0% | N/A | 0.010% | |
2/8/2024 | Financial Advocates Investment Management | 50,534 | $2.43M | 0.2% | +51.4% | 0.073% | |
2/8/2024 | Bey Douglas LLC | 6,198 | $0.30M | 0.3% | N/A | 0.009% | |
2/8/2024 | Lindenwold Advisors INC | 105,957 | $5.09M | 2.9% | -0.5% | 0.153% | |
2/8/2024 | First Heartland Consultants Inc. | 55,037 | $2.64M | 0.3% | +27.0% | 0.080% | |
2/8/2024 | Bedel Financial Consulting Inc. | 43,381 | $2.08M | 0.4% | +1.6% | 0.063% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 4,324 | $0.21M | 0.0% | N/A | 0.006% | |
2/8/2024 | Kickstand Ventures LLC. | 108,585 | $5.22M | 1.5% | N/A | 0.157% | |
2/8/2024 | Cosner Financial Group LLC | 12,828 | $0.62M | 0.6% | N/A | 0.019% | |
2/8/2024 | Wealthcare Capital Management LLC | 5,334 | $0.26M | 0.0% | N/A | 0.008% | |
2/8/2024 | Foundations Investment Advisors LLC | 142,425 | $6.81M | 0.2% | +0.7% | 0.206% | |
2/8/2024 | Eudaimonia Partners LLC | 21,884 | $1.05M | 0.3% | +2.5% | 0.032% | |
2/8/2024 | Facet Wealth Inc. | 4,967 | $0.23M | 0.0% | N/A | 0.007% | |
2/8/2024 | Janney Montgomery Scott LLC | 533,880 | $25.64M | 0.1% | +67.7% | 0.772% | |
2/8/2024 | Nvwm LLC | 2,000 | $96K | 0.0% | N/A | 0.003% | |
2/7/2024 | Avantax Advisory Services Inc. | 367,209 | $17.64M | 0.2% | +66.0% | 0.531% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,342 | $0.21M | 0.0% | -73.0% | 0.006% | |
2/7/2024 | One Capital Management LLC | 92,209 | $4.43M | 0.2% | -16.9% | 0.133% | |
2/7/2024 | Dana Investment Advisors Inc. | 24,361 | $1.17M | 0.1% | +33.0% | 0.035% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 39,571 | $1.90M | 0.1% | +5,553.0% | 0.057% | |
2/7/2024 | Calton & Associates Inc. | 13,574 | $0.65M | 0.3% | +90.0% | 0.020% | |
2/7/2024 | Principal Securities Inc. | 7,670 | $0.37M | 0.0% | N/A | 0.011% | |
AI to Meet the Same Fate as EVs? (Ad) When these tech bubbles burst, they invariably leave investors disillusioned by their losses.
Now, many worry a similar fate is awaiting AI.
And one man, legendary financial analyst Porter Stansberry, who called Nvidia at $11… Simply click here to read Porter’s warning on The Big AI Die-Up now. |
2/7/2024 | Ethos Financial Group LLC | 29,151 | $1.41M | 0.3% | N/A | 0.042% | |
2/7/2024 | Arcadia Investment Management Corp MI | 6,350 | $0.31M | 0.1% | N/A | 0.009% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 10,425 | $0.50M | 0.0% | +83.4% | 0.015% | |
2/7/2024 | Bogart Wealth LLC | 466,411 | $22.40M | 1.3% | +1,207.5% | 0.674% | |
2/6/2024 | Apollon Wealth Management LLC | 64,485 | $3.10M | 0.1% | +8.4% | 0.093% | |
2/6/2024 | Lincoln National Corp | 24,658 | $1.18M | 0.0% | +96.7% | 0.036% | |
2/6/2024 | Private Advisor Group LLC | 225,365 | $10.82M | 0.1% | +32.9% | 0.326% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 85,886 | $4.13M | 0.2% | +116.8% | 0.124% | |
2/6/2024 | Sheets Smith Wealth Management | 52,320 | $2.51M | 0.3% | -0.7% | 0.076% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 42,619 | $2.05M | 0.1% | -62.7% | 0.062% | |