4/25/2024 | Whalen Wealth Management Inc. | 68,711 | $2.31M | 1.7% | N/A | 0.687% | |
4/24/2024 | Smith Anglin Financial LLC | 1,265,869 | $42.46M | 4.4% | +59.3% | 12.659% | |
4/23/2024 | TriaGen Wealth Management LLC | 240,451 | $8.07M | 3.3% | +48.4% | 2.405% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 40,611 | $1.36M | 0.1% | +4.6% | 0.406% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 536,260 | $17.99M | 0.0% | +5.8% | 5.363% | |
4/22/2024 | Raymond James & Associates | 142,321 | $4.77M | 0.0% | +5.6% | 1.423% | |
|
4/20/2024 | Kesler Norman & Wride LLC | 129,808 | $4.35M | 0.9% | +5.7% | 1.952% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 32,423 | $1.09M | 0.4% | +2.6% | 0.488% | |
4/12/2024 | Fermata Advisors LLC | 48,825 | $1.64M | 0.4% | +7.1% | 0.734% | |
4/10/2024 | LexAurum Advisors LLC | 42,884 | $1.44M | 0.4% | +6.0% | 0.645% | |
4/10/2024 | Aprio Wealth Management LLC | 56,488 | $1.90M | 0.4% | +18.6% | 0.849% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 133,115 | $4.17M | 2.4% | +3.1% | 2.002% | |
3/18/2024 | CoreFirst Bank & Trust | 3,720 | $117K | 0.1% | N/A | 0.056% | |
3/8/2024 | ICA Group Wealth Management LLC | 5,720 | $179K | 0.0% | N/A | 0.086% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 38,822 | $1.22M | 0.1% | +9.2% | 0.584% | |
2/7/2024 | Formidable Asset Management LLC | 39,489 | $1.24M | 0.3% | +48.8% | 0.594% | |
2/7/2024 | NBC Securities Inc. | 19,914 | $624K | 0.1% | -3.3% | 0.299% | |
2/6/2024 | Lincoln National Corp | 11,920 | $374K | 0.0% | +28.4% | 0.179% | |
2/6/2024 | Measured Wealth Private Client Group LLC | 31,601 | $991K | 0.4% | +1.9% | 0.475% | |
2/1/2024 | Foster & Motley Inc. | 650,736 | $20.40M | 1.5% | +218.5% | 9.786% | |
1/31/2024 | Western Wealth Management LLC | 46,990 | $1.47M | 0.1% | -1.7% | 0.707% | |
1/31/2024 | Opus Capital Group LLC | 165,272 | $5.18M | 0.8% | +0.2% | 2.485% | |
1/23/2024 | DAVENPORT & Co LLC | 14,986 | $470K | 0.0% | +21.5% | 0.225% | |
1/23/2024 | TriaGen Wealth Management LLC | 162,008 | $5.08M | 2.4% | -24.4% | 2.436% | |
1/19/2024 | Fermata Advisors LLC | 45,602 | $1.43M | 0.3% | +24.7% | 0.686% | |
1/17/2024 | Smith Anglin Financial LLC | 794,708 | $24.91M | 2.9% | +133.1% | 11.950% | |
1/17/2024 | Aprio Wealth Management LLC | 47,627 | $1.49M | 0.3% | +23.7% | 0.716% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 507,047 | $15.90M | 0.0% | +0.2% | 7.625% | |
1/16/2024 | Raymond James & Associates | 134,813 | $4.23M | 0.0% | +13.5% | 2.027% | |
1/11/2024 | LexAurum Advisors LLC | 40,449 | $1.27M | 0.3% | +6.6% | 0.608% | |
1/11/2024 | Kesler Norman & Wride LLC | 122,855 | $3.85M | 0.9% | +56.1% | 1.847% | |
1/5/2024 | WealthPlan Investment Management LLC | 10,011 | $314K | 0.1% | -20.2% | 0.151% | |
11/16/2023 | Blueprint Investment Partners LLC | 7,100 | $204K | 0.1% | N/A | 0.107% | |
11/15/2023 | WealthPlan Investment Management LLC | 12,551 | $360K | 0.0% | +351.8% | 0.189% | |
11/13/2023 | LPL Financial LLC | 229,316 | $6.58M | 0.0% | +12.8% | 3.448% | |
11/13/2023 | Cambria Investment Management L.P. | 1,207,532 | $34.63M | 2.8% | -5.5% | 18.158% | |
11/13/2023 | Kestra Advisory Services LLC | 25,550 | $733K | 0.0% | +3.2% | 0.384% | |
11/13/2023 | Kesler Norman & Wride LLC | 78,717 | $2.26M | 0.6% | +217.6% | 1.184% | |
11/9/2023 | Formidable Asset Management LLC | 26,536 | $761K | 0.2% | +1.9% | 0.399% | |
11/9/2023 | Betterment LLC | 35,679 | $1.02M | 0.0% | -2.0% | 0.537% | |
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad) AI was by far the biggest tech investing trend right now.
But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple.
Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now…
And could soon shoot to the moon, handing early investors a windfall. Click here now for the full details of this stock that’s set to rocket in the AI revolution… |
11/7/2023 | Fermata Advisors LLC | 36,575 | $1.05M | 0.3% | +19.5% | 0.550% | |
11/6/2023 | Lincoln National Corp | 9,280 | $266K | 0.0% | N/A | 0.140% | |
11/4/2023 | NBC Securities Inc. | 20,596 | $590K | 0.1% | N/A | 0.310% | |
10/24/2023 | Foster & Motley Inc. | 204,281 | $5.86M | 0.5% | N/A | 3.072% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 506,107 | $14.52M | 0.0% | +12.1% | 7.611% | |
10/23/2023 | TriaGen Wealth Management LLC | 214,249 | $6.15M | 3.1% | +7.1% | 3.222% | |
10/23/2023 | Commonwealth Equity Services LLC | 13,955 | $400K | 0.0% | +91.4% | 0.210% | |
10/19/2023 | Warren Street Wealth Advisors LLC | 129,168 | $3.71M | 2.5% | +0.9% | 1.942% | |
10/18/2023 | Measured Wealth Private Client Group LLC | 31,016 | $890K | 0.4% | +3.4% | 0.466% | |
10/17/2023 | DAVENPORT & Co LLC | 12,336 | $354K | 0.0% | +22.1% | 0.186% | |
10/16/2023 | LexAurum Advisors LLC | 37,937 | $1.09M | 0.3% | +4.1% | 0.570% | |
10/12/2023 | IFP Advisors Inc | 59,673 | $1.71M | 0.1% | N/A | 0.897% | |
10/11/2023 | Smith Anglin Financial LLC | 340,891 | $9.78M | 1.2% | +10.0% | 5.126% | |
10/10/2023 | Aprio Wealth Management LLC | 38,501 | $1.10M | 0.3% | N/A | 0.579% | |
8/30/2023 | Western Wealth Management LLC | 47,502 | $1.32M | 0.1% | +9.8% | 0.714% | |
8/14/2023 | Snowden Capital Advisors LLC | 21,200 | $590K | 0.0% | +5.7% | 0.319% | |
8/11/2023 | Kestra Advisory Services LLC | 24,765 | $689K | 0.0% | +8.0% | 0.372% | |
8/10/2023 | Cetera Advisors LLC | 172,557 | $4.80M | 0.1% | -3.5% | 2.595% | |
8/10/2023 | Cambria Investment Management L.P. | 1,277,834 | $35.56M | 3.0% | -2.9% | 19.216% | |
7/31/2023 | Opus Capital Group LLC | 161,122 | $4.48M | 0.8% | +1.5% | 2.620% | |
7/31/2023 | LPL Financial LLC | 203,347 | $5.66M | 0.0% | -5.0% | 3.306% | |
7/27/2023 | Kesler Norman & Wride LLC | 24,784 | $690K | 0.2% | +8.3% | 0.403% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 451,347 | $12.56M | 0.0% | +126.3% | 7.339% | |
7/25/2023 | Raymond James & Associates | 118,480 | $3.30M | 0.0% | -59.9% | 1.927% | |
7/25/2023 | WealthPlan Investment Management LLC | 2,778 | $255K | 0.1% | -78.6% | 0.045% | |
7/24/2023 | Fermata Advisors LLC | 30,614 | $852K | 0.8% | N/A | 0.498% | |
7/20/2023 | Measured Wealth Private Client Group LLC | 29,989 | $835K | 0.3% | +8.8% | 0.488% | |
7/20/2023 | DAVENPORT & Co LLC | 10,100 | $281K | 0.0% | +7.4% | 0.164% | |
7/17/2023 | Warren Street Wealth Advisors LLC | 127,964 | $3.56M | 2.3% | +2.0% | 2.081% | |
7/10/2023 | AE Wealth Management LLC | 10,913 | $304K | 0.0% | N/A | 0.177% | |
7/10/2023 | Smith Anglin Financial LLC | 309,885 | $8.62M | 1.0% | N/A | 5.039% | |
5/11/2023 | Cambria Investment Management L.P. | 1,315,347 | $37.45M | 3.1% | +262.2% | 21.388% | |
5/10/2023 | LPL Financial LLC | 213,982 | $6.09M | 0.0% | +42.8% | 3.479% | |
5/10/2023 | WealthPLAN Partners LLC | 1,079 | $31K | 0.0% | -92.3% | 0.018% | |
5/8/2023 | WealthPlan Investment Management LLC | 12,984 | $370K | 0.1% | -7.7% | 0.211% | |
5/1/2023 | Measured Wealth Private Client Group LLC | 27,558 | $785K | 0.3% | +3.5% | 0.448% | |
4/28/2023 | Warren Street Wealth Advisors LLC | 125,399 | $3.57M | 2.5% | +4.4% | 2.039% | |
4/27/2023 | DAVENPORT & Co LLC | 9,400 | $268K | 0.0% | +27.0% | 0.153% | |
4/25/2023 | Parallel Advisors LLC | 1,000 | $28K | 0.0% | N/A | 0.016% | |
4/24/2023 | TriaGen Wealth Management LLC | 179,023 | $5.10M | 2.6% | +4.8% | 2.911% | |
4/24/2023 | Opus Capital Group LLC | 158,702 | $4.52M | 0.8% | +2.3% | 2.581% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 199,472 | $5.68M | 0.0% | +5.8% | 3.243% | |
4/14/2023 | Raymond James & Associates | 295,678 | $8.42M | 0.0% | +26.3% | 4.808% | |
4/11/2023 | LexAurum Advisors LLC | 35,102 | $999K | 0.3% | +120.4% | 0.571% | |
4/11/2023 | Kesler Norman & Wride LLC | 22,875 | $651K | 0.2% | +2.9% | 0.372% | |
3/6/2023 | OLD Mission Capital LLC | 2,967 | $83K | 0.0% | -93.9% | 0.000% | |
2/14/2023 | Cetera Advisors LLC | 179,251 | $5.03M | 0.1% | -1.1% | 0.000% | |
2/13/2023 | Betterment LLC | 39,977 | $1.12M | 0.0% | +14.6% | 0.000% | |
2/9/2023 | TriaGen Wealth Management LLC | 170,860 | $4.79M | 2.7% | +41.1% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 188,621 | $5.29M | 0.0% | +227.7% | 0.000% | |
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad) AI was by far the biggest tech investing trend right now.
But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple.
Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now…
And could soon shoot to the moon, handing early investors a windfall. Click here now for the full details of this stock that’s set to rocket in the AI revolution… |
2/8/2023 | Raymond James & Associates | 234,051 | $6.56M | 0.0% | +91.5% | 0.000% | |
2/8/2023 | Belpointe Asset Management LLC | 1,148 | $32K | 0.0% | N/A | 0.000% | |
2/7/2023 | Nations Financial Group Inc. IA ADV | 7,655 | $215K | 0.0% | N/A | 0.000% | |
2/7/2023 | LPL Financial LLC | 149,807 | $4.20M | 0.0% | +189.6% | 0.000% | |
2/7/2023 | Kesler Norman & Wride LLC | 22,235 | $623K | 0.2% | +12.2% | 0.000% | |
2/1/2023 | Warren Street Wealth Advisors LLC | 120,166 | $3.37M | 2.7% | +7.0% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 20,544 | $576K | 0.0% | +80.5% | 0.000% | |
1/23/2023 | Measured Wealth Private Client Group LLC | 26,627 | $747K | 0.3% | +7.1% | 0.000% | |
1/20/2023 | DAVENPORT & Co LLC | 7,400 | $207K | 0.0% | N/A | 0.000% | |
1/18/2023 | Opus Capital Group LLC | 155,196 | $4.35M | 0.8% | +1.9% | 0.000% | |