4/30/2025 | Christopher J. Hasenberg Inc | 2,016 | $101K | 0.0% | +11.6% | 0.001% | |
4/30/2025 | Hunter Associates Investment Management LLC | 21,259 | $1.06M | 0.2% | +11.7% | 0.016% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 522,072 | $26.10M | 5.7% | N/A | 0.382% | |
4/30/2025 | Cornerstone Planning Group LLC | 681 | $34K | 0.0% | -26.2% | 0.000% | |
4/29/2025 | Hexagon Capital Partners LLC | 18,368 | $918K | 0.2% | +15.7% | 0.013% | |
4/29/2025 | Bank of New York Mellon Corp | 25,285 | $1.26M | 0.0% | +221.1% | 0.019% | |
4/29/2025 | Olde Wealth Management LLC | 1,109 | $55K | 0.0% | N/A | 0.001% | |
4/29/2025 | Columbia River Financial Group LLC | 23,046 | $1.15M | 0.8% | +1.6% | 0.017% | |
4/28/2025 | Private Trust Co. NA | 7,098 | $355K | 0.0% | -32.9% | 0.005% | |
4/24/2025 | Aspect Partners LLC | 167,832 | $8.39M | 4.8% | +10.8% | 0.125% | |
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4/23/2025 | Creative Financial Designs Inc. ADV | 106,024 | $5.30M | 0.4% | +1.2% | 0.079% | |
4/22/2025 | Amarillo National Bank | 534,098 | $26.70M | 5.2% | +5.2% | 0.397% | |
4/22/2025 | Innealta Capital LLC | 14,171 | $708K | 0.4% | -13.8% | 0.011% | |
4/22/2025 | Appleton Partners Inc. MA | 122,989 | $6.15M | 0.5% | +5.8% | 0.091% | |
4/21/2025 | Heartwood Wealth Advisors LLC | 12,906 | $645K | 0.1% | N/A | 0.010% | |
4/17/2025 | NBT Bank N A NY | 34,111 | $1.71M | 0.1% | +175.2% | 0.025% | |
4/17/2025 | Hanson & Doremus Investment Management | 1,917 | $96K | 0.0% | +24.7% | 0.001% | |
4/15/2025 | Exchange Bank | 23,121 | $1.16M | 0.9% | -3.3% | 0.017% | |
4/14/2025 | Farther Finance Advisors LLC | 46,570 | $2.33M | 0.1% | +23.6% | 0.035% | |
4/14/2025 | Regent Peak Wealth Advisors LLC | 5,033 | $252K | 0.1% | N/A | 0.004% | |
4/14/2025 | WealthNavi Inc. | 3,408,794 | $170.41M | 1.9% | +33.3% | 2.531% | |
4/11/2025 | City State Bank | 37,875 | $1.89M | 0.6% | +3.8% | 0.028% | |
4/9/2025 | Future Financial Wealth Managment LLC | 26,299 | $1.32M | 1.0% | +2.1% | 0.020% | |
2/19/2025 | Columbia River Financial Group LLC | 22,687 | $1.13M | 0.8% | N/A | 0.019% | |
2/18/2025 | Sunbelt Securities Inc. | 3,716 | $186K | 0.0% | -12.0% | 0.003% | |
2/18/2025 | Continuum Advisory LLC | 85,018 | $4.24M | 0.5% | +1.5% | 0.072% | |
2/17/2025 | BIP Wealth LLC | 166,895 | $8.33M | 0.6% | +4.8% | 0.142% | |
2/17/2025 | BNP Paribas Financial Markets | 782 | $39K | 0.0% | N/A | 0.001% | |
2/17/2025 | Ameriprise Financial Inc. | 174,873 | $8.73M | 0.0% | -1.0% | 0.149% | |
2/17/2025 | Anderson Financial Strategies LLC | 212,417 | $10.60M | 6.4% | N/A | 0.181% | |
2/14/2025 | Integrated Wealth Concepts LLC | 7,674 | $383K | 0.0% | N/A | 0.007% | |
2/14/2025 | Syon Capital LLC | 701,970 | $35.04M | 3.2% | -42.1% | 0.597% | |
2/13/2025 | NewEdge Advisors LLC | 16,047 | $801K | 0.0% | +10.5% | 0.014% | |
2/13/2025 | United Capital Financial Advisors LLC | 151,485 | $7.56M | 0.1% | -2.8% | 0.129% | |
2/12/2025 | OLD Mission Capital LLC | 10,340 | $516K | 0.0% | N/A | 0.009% | |
2/12/2025 | JPMorgan Chase & Co. | 14,255,185 | $711.62M | 0.1% | +10.4% | 12.117% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 104,808 | $5.23M | 0.4% | -0.3% | 0.089% | |
2/10/2025 | Farther Finance Advisors LLC | 37,671 | $1.88M | 0.1% | +191.3% | 0.032% | |
2/10/2025 | EverSource Wealth Advisors LLC | 5,702 | $285K | 0.0% | +49.1% | 0.005% | |
2/7/2025 | NBT Bank N A NY | 12,396 | $619K | 0.0% | +3.8% | 0.011% | |
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2/7/2025 | Horan Securities Inc. | 5,670 | $283K | 0.1% | -8.1% | 0.005% | |
2/7/2025 | Jackson Creek Investment Advisors LLC | 13,618 | $680K | 0.2% | +1.9% | 0.012% | |
2/6/2025 | WealthNavi Inc. | 2,557,308 | $127.66M | 1.5% | +22.2% | 2.174% | |
2/6/2025 | Cullen Frost Bankers Inc. | 28,273 | $1.41M | 0.0% | -6.3% | 0.024% | |
2/6/2025 | Jones Financial Companies Lllp | 6,887,870 | $343.84M | 0.3% | +9.8% | 5.855% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 1,273 | $64K | 0.0% | -69.6% | 0.001% | |
2/4/2025 | Bank of New York Mellon Corp | 7,874 | $393K | 0.0% | N/A | 0.007% | |
2/3/2025 | Bear Mountain Capital Inc. | 18,847 | $940K | 0.4% | +69.0% | 0.016% | |
2/3/2025 | Aspect Partners LLC | 151,483 | $7.56M | 4.4% | +0.5% | 0.129% | |
1/30/2025 | NYL Investors LLC | 313,700 | $15.66M | 1.4% | +1.9% | 0.267% | |
1/28/2025 | Appleton Partners Inc. MA | 116,301 | $5.81M | 0.4% | +3.2% | 0.099% | |
1/23/2025 | Hunter Associates Investment Management LLC | 19,039 | $950K | 0.1% | +3.1% | 0.016% | |
1/23/2025 | Fifth Third Securities Inc. | 13,068 | $652K | 0.1% | +50.5% | 0.011% | |
1/17/2025 | Arkansas Financial Group Inc. | 166,256 | $8.30M | 1.3% | -2.6% | 0.141% | |
1/17/2025 | Finley Financial LLC | 11,530 | $573K | 0.3% | N/A | 0.010% | |
1/17/2025 | Exchange Bank | 23,907 | $1.19M | 1.0% | +0.9% | 0.020% | |
1/13/2025 | Future Financial Wealth Managment LLC | 25,748 | $1.29M | 0.9% | +2.8% | 0.022% | |
1/13/2025 | City State Bank | 36,475 | $1.82M | 0.6% | +1.4% | 0.031% | |
1/7/2025 | Horizons Wealth Management | 23,500 | $1.17M | 0.9% | -4.7% | 0.020% | |
12/26/2024 | JPMorgan Chase & Co. | 12,911,738 | $669.09M | 0.0% | +86.1% | 10.975% | |
11/15/2024 | Continuum Advisory LLC | 83,740 | $4.34M | 0.5% | +12.7% | 0.071% | |
11/14/2024 | Captrust Financial Advisors | 8,809 | $456K | 0.0% | -12.6% | 0.007% | |
11/13/2024 | Private Trust Co. NA | 10,700 | $554K | 0.1% | -3.2% | 0.009% | |
11/8/2024 | BIP Wealth LLC | 159,230 | $8.25M | 0.6% | +10.8% | 0.135% | |
11/6/2024 | NYL Investors LLC | 308,000 | $15.96M | 1.0% | +1.5% | 0.262% | |
11/6/2024 | Cornerstone Planning Group LLC | 1,004 | $52K | 0.0% | -45.7% | 0.001% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 766,578 | $39.72M | 0.6% | -0.8% | 0.652% | |
11/2/2024 | Transcendent Capital Group LLC | 2,202 | $114K | 0.1% | +31.8% | 0.002% | |
11/1/2024 | Leavell Investment Management Inc. | 33,230 | $1.72M | 0.1% | +5.3% | 0.028% | |
10/29/2024 | Innealta Capital LLC | 18,044 | $935K | 0.4% | -2.0% | 0.015% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 105,126 | $5.45M | 0.5% | -37.7% | 0.089% | |
10/24/2024 | Hunter Associates Investment Management LLC | 18,472 | $958K | 0.1% | +4.1% | 0.016% | |
10/24/2024 | Amarillo National Bank | 507,563 | $26.30M | 4.8% | +1.2% | 0.431% | |
10/23/2024 | Merkkuri Wealth Advisors LLC | 15,333 | $795K | 0.6% | +17.6% | 0.013% | |
10/23/2024 | WealthNavi Inc. | 2,092,315 | $108.42M | 1.2% | +33.4% | 1.778% | |
10/15/2024 | Aspect Partners LLC | 150,726 | $7.81M | 4.4% | +18.5% | 0.128% | |
10/10/2024 | Exchange Bank | 23,685 | $1.23M | 1.0% | -18.1% | 0.020% | |
10/10/2024 | City State Bank | 35,975 | $1.86M | 0.7% | +36.1% | 0.031% | |
10/10/2024 | Burns Matteson Capital Management LLC | 14,027 | $727K | 0.4% | -5.0% | 0.012% | |
10/9/2024 | Hexagon Capital Partners LLC | 15,297 | $793K | 0.2% | -12.1% | 0.013% | |
10/8/2024 | Future Financial Wealth Managment LLC | 25,038 | $1.30M | 0.9% | +5.7% | 0.021% | |
10/5/2024 | Arkansas Financial Group Inc. | 170,731 | $8.85M | 1.4% | +4.4% | 0.145% | |
10/1/2024 | Appleton Partners Inc. MA | 112,723 | $5.84M | 0.4% | +0.6% | 0.096% | |
8/16/2024 | Sunbelt Securities Inc. | 4,385 | $219K | 0.0% | +446.8% | 0.004% | |
8/14/2024 | Certified Advisory Corp | 83,238 | $4.16M | 0.5% | +1.6% | 0.071% | |
8/13/2024 | Retirement Investment Advisors Inc. | 7,853 | $392K | 0.0% | N/A | 0.007% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 772,783 | $38.58M | 0.6% | -0.2% | 0.657% | |
8/6/2024 | Cullen Frost Bankers Inc. | 97,663 | $4.88M | 0.1% | -11.0% | 0.083% | |
8/3/2024 | 9258 Wealth Management LLC | 60,266 | $3.01M | 0.5% | -11.6% | 0.051% | |
8/2/2024 | Jackson Creek Investment Advisors LLC | 13,021 | $650K | 0.2% | +5.7% | 0.011% | |
Virtually Limitless Energy? (Ad) A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discovered a new form of power—what some are calling “Helios” technology. It’s not solar, wind, or even nuclear fission. In fact, it could yield more energy than oil, gas, and coal combined—without harmful byproducts.
This obscure company could be at the center of the next trillion-dollar energy revolution. One company’s discovery could change power forever |
7/31/2024 | NBT Bank N A NY | 11,913 | $595K | 0.0% | -8.6% | 0.010% | |
7/29/2024 | Innealta Capital LLC | 18,412 | $919K | 0.3% | +75.1% | 0.016% | |
7/26/2024 | Bank of New York Mellon Corp | 12,279 | $613K | 0.0% | +3.8% | 0.010% | |
7/25/2024 | Christopher J. Hasenberg Inc | 1,623 | $81K | 0.0% | +76.6% | 0.001% | |
7/25/2024 | RFP Financial Group LLC | 2,205 | $110K | 0.0% | -39.6% | 0.002% | |
7/23/2024 | American National Bank | 3,275 | $163K | 0.0% | +265.5% | 0.003% | |
7/23/2024 | Bear Mountain Capital Inc. | 11,187 | $563K | 0.2% | -2.7% | 0.010% | |
7/20/2024 | Continuum Advisory LLC | 74,336 | $3.71M | 0.5% | +4.7% | 0.063% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 977 | $49K | 0.0% | +259.2% | 0.001% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 5,000 | $250K | 0.1% | N/A | 0.004% | |