8/15/2025 | Stonebridge Capital Advisors LLC | 15,060 | $403K | 0.0% | -15.8% | 0.090% | |
8/15/2025 | Captrust Financial Advisors | 91,055 | $2.44M | 0.0% | +9.5% | 0.545% | |
8/15/2025 | Ameriprise Financial Inc. | 63,632 | $1.70M | 0.0% | -1.7% | 0.381% | |
8/14/2025 | NewEdge Advisors LLC | 480,900 | $12.87M | 0.1% | +12.0% | 2.880% | |
8/6/2025 | Atlantic Union Bankshares Corp | 32,267 | $864K | 0.0% | N/A | 0.193% | |
8/5/2025 | Gould Asset Management LLC CA | 19,095 | $511K | 0.1% | +15.8% | 0.114% | |
7/31/2025 | Leavell Investment Management Inc. | 301,659 | $8.07M | 0.4% | -1.5% | 1.806% | |
7/29/2025 | Private Trust Co. NA | 8,354 | $224K | 0.0% | +15.2% | 0.050% | |
7/22/2025 | Red Tortoise LLC | 16,483 | $441K | 0.2% | N/A | 0.099% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 17,280 | $462K | 0.1% | -60.4% | 0.103% | |
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7/17/2025 | Janney Montgomery Scott LLC | 10,719 | $287K | 0.0% | -43.1% | 0.064% | |
7/9/2025 | Praetorian Wealth Management Inc. | 156,257 | $4.18M | 1.0% | -9.5% | 0.936% | |
7/8/2025 | Parallel Advisors LLC | 18,478 | $495K | 0.0% | +22.8% | 0.111% | |
5/16/2025 | Jones Financial Companies Lllp | 61,749 | $1.65M | 0.0% | +6,074.9% | 0.360% | |
5/16/2025 | NewEdge Advisors LLC | 429,190 | $11.48M | 0.1% | -7.7% | 2.503% | |
5/16/2025 | Integrated Wealth Concepts LLC | 340,102 | $9.10M | 0.1% | +5.7% | 1.983% | |
5/12/2025 | Scissortail Wealth Management LLC | 62,160 | $1.66M | 0.4% | -5.3% | 0.362% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,517 | $41K | 0.0% | +41.1% | 0.009% | |
5/1/2025 | Hughes Financial Services LLC | 1,894 | $51K | 0.0% | N/A | 0.011% | |
5/1/2025 | Blue Square Asset Management LLC | 43,910 | $1.18M | 0.6% | -2.1% | 0.256% | |
4/30/2025 | Leavell Investment Management Inc. | 306,186 | $8.19M | 0.4% | +0.7% | 1.785% | |
4/28/2025 | Private Trust Co. NA | 7,254 | $194K | 0.0% | -7.4% | 0.041% | |
4/25/2025 | Spinnaker Trust | 31,680 | $847K | 0.1% | +21.9% | 0.179% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,886 | $318K | 0.0% | -28.4% | 0.067% | |
4/22/2025 | Crews Bank & Trust | 24,741 | $662K | 0.1% | +6.0% | 0.140% | |
4/21/2025 | PSI Advisors LLC | 168,817 | $4.52M | 1.5% | +20.2% | 0.956% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,828 | $504K | 0.0% | +46.8% | 0.107% | |
4/16/2025 | Praetorian Wealth Management Inc. | 172,743 | $4.62M | 1.1% | -10.9% | 0.979% | |
4/9/2025 | Lbmc Investment Advisors LLC | 274,556 | $7.34M | 0.6% | +1.8% | 1.556% | |
4/8/2025 | Global Financial Private Client LLC | 5,274 | $141K | 0.1% | -10.6% | 0.030% | |
2/18/2025 | Novem Group | 17,050 | $454K | 0.1% | N/A | 0.084% | |
2/18/2025 | 10Elms LLP | 14,385 | $383K | 0.4% | N/A | 0.071% | |
2/17/2025 | Captrust Financial Advisors | 87,296 | $2.32M | 0.0% | -2.6% | 0.431% | |
2/17/2025 | Ameriprise Financial Inc. | 64,948 | $1.73M | 0.0% | +5.4% | 0.321% | |
2/14/2025 | Stonebridge Capital Advisors LLC | 20,881 | $556K | 0.0% | -19.2% | 0.103% | |
2/14/2025 | Integrated Wealth Concepts LLC | 321,631 | $8.56M | 0.1% | +21.4% | 1.588% | |
2/14/2025 | IHT Wealth Management LLC | 45,692 | $1.22M | 0.0% | +53.5% | 0.226% | |
2/13/2025 | United Capital Financial Advisors LLC | 87,823 | $2.34M | 0.0% | +8.6% | 0.434% | |
2/12/2025 | OLD Mission Capital LLC | 15,941 | $424K | 0.0% | N/A | 0.079% | |
2/11/2025 | Sandy Spring Bank | 35,854 | $954K | 0.0% | -8.8% | 0.177% | |
“Sell Nvidia before earnings” (Ad) Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has been chasing the AI giant, Eric says its biggest customers are now its biggest competitors — and that could spell trouble ahead.
Instead, he’s urging investors to consider a little-known hardware company that’s already starting to take off. In fact, while Nvidia has slipped over the past 30 days, this “off-the-radar” stock is up 18% — and Eric believes the run is just beginning. See Eric’s full analysis and get all 7 free trade ideas here |
2/10/2025 | Parallel Advisors LLC | 15,051 | $401K | 0.0% | +4.5% | 0.074% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 17,303 | $461K | 0.1% | N/A | 0.085% | |
2/10/2025 | Hills Bank & Trust Co | 293,364 | $7.81M | 0.6% | +1.7% | 1.449% | |
2/7/2025 | Horan Securities Inc. | 15,160 | $403K | 0.2% | -18.9% | 0.075% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,075 | $29K | 0.0% | N/A | 0.005% | |
2/6/2025 | Jones Financial Companies Lllp | 1,000 | $27K | 0.0% | N/A | 0.005% | |
2/5/2025 | Peloton Wealth Strategists | 20,500 | $546K | 0.2% | -18.0% | 0.101% | |
2/4/2025 | Exchange Capital Management Inc. | 23,260 | $619K | 0.1% | +3.8% | 0.115% | |
1/30/2025 | Newman Dignan & Sheerar Inc. | 66,216 | $1.76M | 0.5% | -12.4% | 0.327% | |
1/29/2025 | Leavell Investment Management Inc. | 303,936 | $8.09M | 0.4% | -3.2% | 1.501% | |
1/23/2025 | Crews Bank & Trust | 23,341 | $621K | 0.1% | N/A | 0.115% | |
1/21/2025 | Blue Square Asset Management LLC | 44,844 | $1.19M | 0.6% | -3.3% | 0.221% | |
1/16/2025 | Lbmc Investment Advisors LLC | 269,710 | $7.18M | 0.6% | +4.1% | 1.332% | |
1/14/2025 | Global Financial Private Client LLC | 5,901 | $157K | 0.1% | -33.1% | 0.029% | |
1/13/2025 | PSI Advisors LLC | 140,461 | $3.74M | 1.1% | +92.0% | 0.694% | |
1/10/2025 | Praetorian Wealth Management Inc. | 193,932 | $5.16M | 1.3% | -4.1% | 0.958% | |
12/26/2024 | JPMorgan Chase & Co. | 110,121 | $2.94M | 0.0% | +30,574.4% | 0.544% | |
11/15/2024 | Integrated Wealth Concepts LLC | 264,913 | $7.06M | 0.1% | +7.6% | 1.308% | |
11/14/2024 | Captrust Financial Advisors | 89,615 | $2.39M | 0.0% | +7.4% | 0.443% | |
11/13/2024 | Private Trust Co. NA | 7,831 | $209K | 0.0% | +22.6% | 0.039% | |
11/6/2024 | Coastline Trust Co | 4,174 | $111K | 0.0% | N/A | 0.021% | |
11/1/2024 | Leavell Investment Management Inc. | 313,936 | $8.37M | 0.4% | +2.7% | 1.550% | |
11/1/2024 | Sonata Capital Group Inc. | 90,910 | $2.42M | 1.0% | N/A | 0.449% | |
10/31/2024 | Confluence Investment Management LLC | 11,431 | $305K | 0.0% | -69.9% | 0.056% | |
10/31/2024 | Spinnaker Trust | 25,995 | $693K | 0.0% | +7.0% | 0.128% | |
10/29/2024 | Blue Square Asset Management LLC | 46,376 | $1.24M | 0.7% | -2.3% | 0.229% | |
10/8/2024 | Lbmc Investment Advisors LLC | 259,206 | $6.91M | 0.5% | +22.9% | 1.280% | |
10/2/2024 | Praetorian Wealth Management Inc. | 202,131 | $5.39M | 1.3% | -9.8% | 0.998% | |
8/8/2024 | Parallel Advisors LLC | 13,046 | $346K | 0.0% | +30.5% | 0.064% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 243,203 | $6.44M | 0.4% | -3.4% | 1.201% | |
7/31/2024 | Spinnaker Trust | 24,285 | $643K | 0.0% | +8.6% | 0.120% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 88,176 | $2.34M | 0.0% | +6.7% | 0.435% | |
7/25/2024 | Hills Bank & Trust Co | 255,960 | $6.78M | 0.5% | +13.0% | 1.264% | |
7/23/2024 | PSI Advisors LLC | 73,161 | $1.94M | 0.6% | N/A | 0.361% | |
7/23/2024 | Exchange Capital Management Inc. | 20,930 | $554K | 0.1% | N/A | 0.103% | |
7/17/2024 | Archford Capital Strategies LLC | 21,027 | $557K | 0.1% | +9.3% | 0.104% | |
7/17/2024 | Leavell Investment Management Inc. | 305,676 | $8.10M | 0.4% | -0.2% | 1.510% | |
7/16/2024 | ORG Partners LLC | 3,700 | $98K | 0.0% | N/A | 0.018% | |
7/11/2024 | Lbmc Investment Advisors LLC | 210,974 | $5.59M | 0.5% | +8.8% | 1.042% | |
7/10/2024 | Praetorian Wealth Management Inc. | 224,019 | $5.93M | 1.5% | -6.4% | 1.106% | |
7/1/2024 | Confluence Investment Management LLC | 37,934 | $1.01M | 0.0% | +30.4% | 0.187% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 52,268 | $1.38M | 0.1% | -42.3% | 0.258% | |
5/2/2024 | Horan Securities Inc. | 15,630 | $414K | 0.2% | +35.3% | 0.077% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,802 | $339K | 0.0% | +36.7% | 0.063% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 115,001 | $3.04M | 0.8% | -17.3% | 0.568% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 82,662 | $2.19M | 0.0% | +696.5% | 0.408% | |
4/24/2024 | Leavell Investment Management Inc. | 306,401 | $8.11M | 0.5% | -5.0% | 1.513% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 251,857 | $6.66M | 0.4% | +0.7% | 1.244% | |
4/12/2024 | Lbmc Investment Advisors LLC | 193,860 | $5.13M | 0.4% | +88.8% | 1.034% | |
4/10/2024 | Praetorian Wealth Management Inc. | 239,267 | $6.33M | 1.7% | +4.9% | 1.276% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
4/1/2024 | Confluence Investment Management LLC | 29,090 | $770K | 0.0% | N/A | 0.155% | |
2/12/2024 | Arrow Financial Corp | 8,946 | $237K | 0.0% | -8.6% | 0.048% | |
2/7/2024 | Horan Securities Inc. | 11,548 | $307K | 0.2% | +24.2% | 0.062% | |
2/7/2024 | Hills Bank & Trust Co | 225,855 | $6.00M | 0.6% | +77.4% | 1.205% | |
2/2/2024 | Spinnaker Trust | 14,734 | $391K | 0.0% | +62.7% | 0.079% | |
2/2/2024 | Gould Asset Management LLC CA | 16,345 | $434K | 0.1% | +93.1% | 0.087% | |
1/30/2024 | Scissortail Wealth Management LLC | 57,490 | $1.52M | 0.5% | N/A | 0.307% | |
1/26/2024 | Sandy Spring Bank | 37,365 | $992K | 0.0% | -6.4% | 0.199% | |
1/23/2024 | Leavell Investment Management Inc. | 322,651 | $8.57M | 0.5% | +9.5% | 1.721% | |
1/22/2024 | Princeton Global Asset Management LLC | 13,528 | $359K | 0.1% | +194.1% | 0.072% | |