4/17/2025 | Janney Montgomery Scott LLC | 26,750 | $1.73M | 0.0% | +13.0% | 3.344% | |
4/15/2025 | Capital Advisors Ltd. LLC | 34,542 | $2.24M | 0.3% | -4.8% | 4.318% | |
4/7/2025 | Howard Financial Services LTD. | 6,725 | $436K | 0.1% | -7.1% | 0.815% | |
4/4/2025 | Sage Capital Advisors llc | 9,793 | $634K | 0.2% | -11.8% | 1.187% | |
2/14/2025 | Tower Research Capital LLC TRC | 12,784 | $850K | 0.0% | -29.1% | 1.420% | |
2/13/2025 | NewEdge Advisors LLC | 665 | $44K | 0.0% | -37.4% | 0.074% | |
2/13/2025 | Raymond James Financial Inc. | 18,531 | $1.23M | 0.0% | N/A | 2.059% | |
2/11/2025 | LPL Financial LLC | 76,683 | $5.10M | 0.0% | +2.2% | 8.520% | |
2/10/2025 | Diversified Enterprises LLC | 10,294 | $684K | 0.1% | -5.4% | 1.144% | |
2/10/2025 | Avantax Advisory Services Inc. | 6,343 | $422K | 0.0% | -9.1% | 0.705% | |
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2/6/2025 | Ethos Financial Group LLC | 20,001 | $1.33M | 0.2% | +4.0% | 2.222% | |
2/6/2025 | Raymond James Financial Inc. | 18,531 | $1.23M | 0.0% | N/A | 2.059% | |
2/5/2025 | Jacobi Capital Management LLC | 51,171 | $3.40M | 0.3% | -0.9% | 5.686% | |
2/4/2025 | Capital Advisors Ltd. LLC | 36,272 | $2.41M | 0.3% | -5.3% | 4.030% | |
2/3/2025 | Private Advisor Group LLC | 42,654 | $2.84M | 0.0% | -0.4% | 4.739% | |
1/31/2025 | Mcdonald Partners LLC | 21,620 | $1.44M | 0.4% | +5.2% | 2.402% | |
1/17/2025 | Janney Montgomery Scott LLC | 23,673 | $1.57M | 0.0% | -5.9% | 2.630% | |
1/15/2025 | Tallon Kerry Patrick | 6,765 | $448K | 0.4% | N/A | 0.752% | |
11/13/2024 | Diversified LLC | 10,877 | $754K | 0.1% | -3.1% | 1.209% | |
10/29/2024 | Janney Montgomery Scott LLC | 25,162 | $1.74M | 0.0% | -6.5% | 2.796% | |
10/24/2024 | Capital Advisors Ltd. LLC | 38,283 | $2.65M | 0.3% | +0.8% | 4.254% | |
10/22/2024 | Private Advisor Group LLC | 42,820 | $2.97M | 0.0% | +1.9% | 4.758% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 5,950 | $412K | 0.0% | -37.3% | 0.661% | |
8/5/2024 | Private Advisor Group LLC | 42,033 | $2.68M | 0.0% | +1.6% | 4.670% | |
7/25/2024 | Capital Advisors Ltd. LLC | 37,973 | $2.42M | 0.3% | -0.5% | 4.219% | |
7/24/2024 | Diversified LLC | 11,230 | $715K | 0.1% | -1.6% | 1.248% | |
7/19/2024 | Raymond James & Associates | 21,547 | $1.37M | 0.0% | -30.2% | 2.394% | |
7/17/2024 | Mcdonald Partners LLC | 19,631 | $1.25M | 0.3% | +31.1% | 2.181% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 9,491 | $604K | 0.0% | -9.2% | 1.055% | |
5/16/2024 | Benchmark Investment Advisors LLC | 3,244 | $214K | 0.2% | N/A | 0.360% | |
5/11/2024 | Jacobi Capital Management LLC | 52,212 | $3.45M | 0.3% | -1.3% | 5.801% | |
5/8/2024 | Advisors Preferred LLC | 2,348 | $154K | 0.0% | N/A | 0.261% | |
5/8/2024 | Avantax Advisory Services Inc. | 7,989 | $528K | 0.0% | -3.7% | 0.888% | |
5/1/2024 | Janney Montgomery Scott LLC | 27,172 | $1.80M | 0.0% | +23.9% | 3.019% | |
4/30/2024 | Private Advisor Group LLC | 41,352 | $2.73M | 0.0% | -3.1% | 4.595% | |
4/18/2024 | Capital Advisors Ltd. LLC | 38,158 | $2.52M | 0.3% | +1.5% | 4.240% | |
4/16/2024 | Howard Financial Services LTD. | 7,161 | $473K | 0.1% | -7.4% | 0.796% | |
4/15/2024 | Mcdonald Partners LLC | 14,972 | $989K | 0.3% | +25.3% | 1.664% | |
2/14/2024 | Jacobi Capital Management LLC | 52,874 | $3.22M | 0.3% | -0.5% | 6.609% | |
2/7/2024 | Avantax Advisory Services Inc. | 8,292 | $504K | 0.0% | -6.1% | 1.037% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
2/7/2024 | Collaborative Wealth Managment Inc. | 8,403 | $511K | 0.3% | -3.6% | 1.050% | |
2/7/2024 | Ethos Financial Group LLC | 26,962 | $1.64M | 0.3% | +354.7% | 3.370% | |
2/6/2024 | Private Advisor Group LLC | 42,680 | $2.60M | 0.0% | -2.1% | 5.335% | |
2/2/2024 | Capital Advisors Ltd. LLC | 37,582 | $2.29M | 0.3% | +0.8% | 4.698% | |
1/30/2024 | Ergawealth Advisors Inc. | 6,829 | $415K | 0.3% | +4.7% | 0.854% | |
1/16/2024 | Raymond James & Associates | 31,960 | $1.94M | 0.0% | -12.9% | 3.995% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 10,885 | $642K | 0.0% | +5.2% | 1.361% | |
11/15/2023 | WealthPlan Investment Management LLC | 5,513 | $302K | 0.0% | +1,039.0% | 0.689% | |
11/14/2023 | Tower Research Capital LLC TRC | 17,967 | $985K | 0.0% | -8.7% | 2.246% | |
11/13/2023 | LPL Financial LLC | 67,208 | $3.68M | 0.0% | +47.7% | 8.401% | |
11/8/2023 | Janney Montgomery Scott LLC | 22,058 | $1.21M | 0.0% | -2.1% | 2.757% | |
11/3/2023 | Private Advisor Group LLC | 43,603 | $2.39M | 0.0% | -0.5% | 5.450% | |
11/2/2023 | Diversified LLC | 11,381 | $624K | 0.2% | -6.7% | 1.423% | |
10/31/2023 | Wolff Wiese Magana LLC | 4,464 | $245K | 0.2% | +17.3% | 0.558% | |
10/30/2023 | Ergawealth Advisors Inc. | 6,522 | $357K | 0.2% | N/A | 0.815% | |
10/30/2023 | Mcdonald Partners LLC | 12,343 | $676K | 0.2% | -3.1% | 1.543% | |
10/27/2023 | Capital Advisors Ltd. LLC | 37,284 | $2.04M | 0.3% | +8.8% | 4.661% | |
10/24/2023 | Raymond James & Associates | 36,710 | $2.01M | 0.0% | -6.1% | 4.589% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 10,343 | $567K | 0.0% | +17.6% | 1.293% | |
8/10/2023 | Private Advisor Group LLC | 43,843 | $2.47M | 0.0% | -0.6% | 5.480% | |
8/8/2023 | Jacobi Capital Management LLC | 53,187 | $3M | 0.3% | +2.5% | 6.648% | |
8/4/2023 | Advisors Preferred LLC | 2,487 | $140K | 0.0% | +202.2% | 0.311% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 8,795 | $496K | 0.0% | +8.5% | 1.099% | |
8/1/2023 | Wolff Wiese Magana LLC | 3,806 | $215K | 0.2% | -6.3% | 0.476% | |
7/31/2023 | LPL Financial LLC | 45,502 | $2.57M | 0.0% | +8.5% | 5.688% | |
7/26/2023 | Capital Advisors Ltd. LLC | 34,260 | $1.93M | 0.3% | +5.3% | 4.283% | |
7/26/2023 | Diversified LLC | 12,192 | $688K | 0.2% | -4.9% | 1.524% | |
7/25/2023 | Raymond James & Associates | 39,085 | $2.21M | 0.0% | -3.9% | 4.886% | |
7/12/2023 | Howard Financial Services LTD. | 7,829 | $442K | 0.1% | -2.9% | 0.979% | |
5/10/2023 | Private Advisor Group LLC | 44,104 | $2.34M | 0.0% | N/A | 5.513% | |
5/10/2023 | Monograph Wealth Advisors LLC | 4,000 | $212K | 0.0% | N/A | 0.500% | |
5/9/2023 | Tower Research Capital LLC TRC | 7,437 | $395K | 0.0% | +139.6% | 0.930% | |
5/5/2023 | Jacobi Capital Management LLC | 51,887 | $2.75M | 0.3% | -4.0% | 6.486% | |
5/3/2023 | Advisors Preferred LLC | 823 | $44K | 0.0% | -57.9% | 0.103% | |
5/3/2023 | Capital Advisors Ltd. LLC | 32,535 | $1.73M | 0.3% | +25.8% | 4.067% | |
4/24/2023 | Diversified LLC | 12,822 | $680K | 0.2% | -6.7% | 1.603% | |
4/19/2023 | Mcdonald Partners LLC | 12,579 | $668K | 0.2% | +28.9% | 1.572% | |
4/19/2023 | Herold Advisors Inc. | 3,855 | $205K | 0.1% | N/A | 0.482% | |
4/18/2023 | Wolff Wiese Magana LLC | 4,060 | $215K | 0.2% | -14.0% | 0.508% | |
4/14/2023 | Raymond James & Associates | 40,670 | $2.16M | 0.0% | -11.4% | 5.084% | |
4/5/2023 | Howard Financial Services LTD. | 8,065 | $428K | 0.1% | -21.6% | 1.047% | |
2/13/2023 | Diversified LLC | 13,742 | $670K | 0.3% | -13.6% | 0.000% | |
2/10/2023 | Collaborative Wealth Managment Inc. | 8,764 | $427K | 0.3% | -3.2% | 0.000% | |
2/9/2023 | Ethos Financial Group LLC | 5,569 | $277K | 0.1% | N/A | 0.000% | |
2/9/2023 | Advisors Preferred LLC | 1,956 | $95K | 0.0% | +12.1% | 0.000% | |
2/7/2023 | Capital Advisors Ltd. LLC | 25,855 | $1.26M | 0.2% | +19.5% | 0.000% | |
2/7/2023 | LPL Financial LLC | 40,774 | $1.99M | 0.0% | -8.6% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 22,310 | $1.09M | 0.0% | -0.9% | 0.000% | |
1/18/2023 | Mcdonald Partners LLC | 9,759 | $476K | 0.2% | +2.2% | 0.000% | |
1/18/2023 | Private Advisor Group LLC | 44,576 | $2.17M | 0.0% | -4.0% | 0.000% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
1/13/2023 | Howard Financial Services LTD. | 10,288 | $502K | 0.1% | +12.4% | 0.000% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 5,170 | $252K | 0.0% | N/A | 0.000% | |
12/12/2022 | WealthPlan Investment Management LLC | 5,217 | $266K | 0.0% | N/A | 0.000% | |
11/10/2022 | Tower Research Capital LLC TRC | 31,090 | $1.40M | 0.0% | +5.0% | 0.000% | |
11/9/2022 | Capital Advisors Ltd. LLC | 21,642 | $977K | 0.2% | +6.2% | 0.000% | |
11/7/2022 | Advisors Preferred LLC | 1,745 | $81K | 0.0% | +675.6% | 0.000% | |
11/2/2022 | Avantax Advisory Services Inc. | 9,315 | $421K | 0.0% | -7.0% | 0.000% | |
10/25/2022 | Janney Montgomery Scott LLC | 22,521 | $1.02M | 0.0% | -5.1% | 0.000% | |
10/25/2022 | Raymond James & Associates | 45,775 | $2.07M | 0.0% | -1.1% | 0.000% | |
10/25/2022 | Diversified LLC | 15,906 | $718K | 0.4% | -33.5% | 0.000% | |