4/26/2024 | Meridian Wealth Management LLC | 4,697 | $251K | 0.0% | -6.6% | 0.005% | |
4/25/2024 | Osborne Partners Capital Management LLC | 345,360 | $18.44M | 1.1% | -7.9% | 0.398% | |
4/25/2024 | HTLF Bank | 15,242 | $814K | 0.1% | -12.1% | 0.018% | |
4/25/2024 | Aaron Wealth Advisors LLC | 100,681 | $5.38M | 0.8% | -0.4% | 0.116% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 70,378 | $3.76M | 0.0% | +27.1% | 0.081% | |
4/24/2024 | Oak Family Advisors LLC | 35,350 | $1.89M | 0.7% | +9.0% | 0.041% | |
|
4/24/2024 | Premier Path Wealth Partners LLC | 73,698 | $4.08M | 0.8% | +68.9% | 0.085% | |
4/24/2024 | Smith Anglin Financial LLC | 21,451 | $1.15M | 0.1% | -1.0% | 0.025% | |
4/24/2024 | Simplicity Wealth LLC | 4,692 | $251K | 0.0% | N/A | 0.005% | |
4/24/2024 | Spire Wealth Management | 397,846 | $21.24M | 0.9% | +2.1% | 0.458% | |
4/24/2024 | Essex Financial Services Inc. | 4,265 | $228K | 0.0% | N/A | 0.005% | |
4/23/2024 | Charter Oak Capital Management LLC | 160,602 | $8.58M | 0.9% | -5.0% | 0.185% | |
4/23/2024 | Global Retirement Partners LLC | 76,783 | $4.10M | 0.2% | +6.3% | 0.088% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 9,441 | $504K | 0.3% | +78.1% | 0.011% | |
4/23/2024 | Morton Brown Family Wealth LLC | 2,796 | $149K | 0.1% | -19.5% | 0.003% | |
4/23/2024 | Venturi Wealth Management LLC | 2,577 | $138K | 0.0% | N/A | 0.003% | |
4/23/2024 | Strategic Blueprint LLC | 6,421 | $343K | 0.0% | +9.6% | 0.007% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 521,188 | $27.83M | 0.0% | +155.1% | 0.600% | |
4/22/2024 | Corrigan Financial Inc. | 56,919 | $3.04M | 0.8% | -0.4% | 0.066% | |
4/22/2024 | Cahaba Wealth Management Inc. | 7,727 | $413K | 0.0% | -3.4% | 0.009% | |
4/22/2024 | Rovin Capital UT ADV | 29,717 | $1.59M | 0.7% | -3.4% | 0.034% | |
4/22/2024 | Parsons Capital Management Inc. RI | 21,955 | $1.17M | 0.1% | -2.7% | 0.025% | |
4/22/2024 | Raymond James & Associates | 177,786 | $9.49M | 0.0% | -5.4% | 0.205% | |
4/22/2024 | Cassia Capital Partners LLC | 144,091 | $7.69M | 5.1% | +16.3% | 0.166% | |
4/19/2024 | Mad River Investors | 7,747 | $414K | 0.3% | -4.7% | 0.009% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 137,650 | $7.35M | 0.0% | +57.0% | 0.159% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 6,548 | $350K | 0.1% | +9.3% | 0.008% | |
4/18/2024 | Claro Advisors LLC | 20,015 | $1.07M | 0.2% | -26.4% | 0.023% | |
4/18/2024 | Mirador Capital Partners LP | 6,695 | $357K | 0.1% | +24.6% | 0.008% | |
4/17/2024 | Cornerstone Wealth Group LLC | 395,995 | $21.14M | 1.9% | +0.3% | 0.456% | |
4/16/2024 | Tlwm | 802,239 | $42.83M | 9.5% | -1.3% | 0.924% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 99,582 | $5.32M | 0.0% | +39.9% | 0.115% | |
4/16/2024 | Procyon Advisors LLC | 19,423 | $1.04M | 0.1% | -1.0% | 0.022% | |
4/15/2024 | Eagle Rock Investment Company LLC | 12,000 | $641K | 0.1% | -15.8% | 0.014% | |
4/15/2024 | Flagstar Advisors Inc. | 5,169 | $276K | 0.1% | -9.4% | 0.006% | |
4/12/2024 | Factory Mutual Insurance Co. | 1,160,700 | $61.97M | 0.7% | -31.9% | 1.337% | |
4/12/2024 | CMH Wealth Management LLC | 226,891 | $12.11M | 3.1% | -4.7% | 0.261% | |
4/12/2024 | Harbor Investment Advisory LLC | 11,414 | $609K | 0.1% | -2.8% | 0.013% | |
4/11/2024 | City Holding Co. | 1,605 | $86K | 0.0% | -18.9% | 0.002% | |
4/11/2024 | Ballentine Partners LLC | 85,015 | $4.54M | 0.1% | -0.3% | 0.098% | |
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4/11/2024 | O Connor Financial Group LLC | 4,409 | $235K | 0.1% | -7.8% | 0.005% | |
4/10/2024 | Park Avenue Securities LLC | 52,569 | $2.81M | 0.0% | +8.5% | 0.061% | |
4/10/2024 | Apella Capital LLC | 112,519 | $6.02M | 0.3% | -3.7% | 0.130% | |
4/10/2024 | Legacy Private Trust Co. | 334,172 | $17.84M | 1.3% | -4.3% | 0.385% | |
4/9/2024 | Lowe Wealth Advisors LLC | 1,638 | $87K | 0.0% | +84.7% | 0.002% | |
4/4/2024 | Advance Capital Management Inc. | 17,989 | $960K | 0.1% | -7.8% | 0.020% | |
4/3/2024 | Dentgroup LLC | 131,133 | $7.00M | 5.8% | +6.7% | 0.146% | |
3/14/2024 | Leo Wealth LLC | 20,491 | $1.05M | 0.1% | N/A | 0.023% | |
3/12/2024 | Rovin Capital UT ADV | 30,754 | $1.57M | 0.7% | -4.6% | 0.034% | |
3/5/2024 | Wellington Management Group LLP | 798,022 | $40.73M | 0.0% | -70.0% | 0.891% | |
3/1/2024 | Goldman Sachs Group Inc. | 867,883 | $44.30M | 0.0% | -40.1% | 0.969% | |
2/23/2024 | Cim LLC | 23,307 | $1.21M | 0.2% | N/A | 0.026% | |
2/23/2024 | Chicago Partners Investment Group LLC | 4,181 | $209K | 0.0% | -6.4% | 0.005% | |
2/20/2024 | GLOBALT Investments LLC GA | 122,085 | $6.23M | 0.3% | N/A | 0.136% | |
2/16/2024 | DRW Securities LLC | 117,799 | $6.01M | 0.1% | -23.6% | 0.131% | |
2/16/2024 | Oarsman Capital Inc. | 25,520 | $1.30M | 0.3% | +67.9% | 0.028% | |
2/15/2024 | Harding Loevner LP | 341,142 | $17.41M | 0.1% | N/A | 0.381% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 67,242 | $3.43M | 2.5% | +1.4% | 0.075% | |
2/14/2024 | Midland Wealth Advisors LLC | 36,076 | $1.84M | 0.1% | N/A | 0.040% | |
2/14/2024 | Pitcairn Co. | 200,773 | $10.25M | 0.8% | -15.7% | 0.224% | |
2/14/2024 | Cullen Capital Management LLC | 302,800 | $15.46M | 0.2% | +3,588.2% | 0.338% | |
2/14/2024 | Connectus Wealth LLC | 8,688 | $443K | 0.0% | -91.9% | 0.010% | |
2/14/2024 | Sentinel Trust Co. LBA | 212,023 | $10.82M | 1.4% | -0.8% | 0.237% | |
2/14/2024 | Schroder Investment Management Group | 1,060,747 | $54.14M | 0.1% | +15.6% | 1.184% | |
2/13/2024 | Karpus Management Inc. | 17,677 | $902K | 0.0% | -45.3% | 0.020% | |
2/13/2024 | Cetera Advisor Networks LLC | 118,754 | $6.06M | 0.0% | -4.0% | 0.133% | |
2/13/2024 | Tower Research Capital LLC TRC | 487 | $25K | 0.0% | -60.0% | 0.001% | |
2/13/2024 | Capital World Investors | 5,111 | $261K | 0.0% | N/A | 0.006% | |
2/13/2024 | Capital Research Global Investors | 4,568 | $233K | 0.0% | N/A | 0.005% | |
2/13/2024 | CIBC Private Wealth Group LLC | 255,695 | $13.05M | 0.0% | +5,063.5% | 0.285% | |
2/13/2024 | Belpointe Asset Management LLC | 10,561 | $539K | 0.0% | +2.4% | 0.012% | |
2/13/2024 | Peapack Gladstone Financial Corp | 4,000 | $204K | 0.0% | -61.5% | 0.004% | |
2/13/2024 | Dorsey Wright & Associates | 11,187 | $571K | 0.2% | N/A | 0.012% | |
2/13/2024 | Rathbones Group PLC | 10,640 | $543K | 0.0% | -3.6% | 0.012% | |
2/12/2024 | Partners Capital Investment Group LLP | 15,344 | $783K | 0.0% | +1.4% | 0.017% | |
2/12/2024 | GM Advisory Group LLC | 559,525 | $28.56M | 2.2% | +2.8% | 0.624% | |
2/12/2024 | Glovista Investments LLC | 274,319 | $14.01M | 6.5% | N/A | 0.306% | |
2/12/2024 | Madison Asset Management LLC | 29,776 | $1.52M | 0.0% | +387.7% | 0.033% | |
2/12/2024 | Legacy Advisors LLC | 4,053 | $207K | 0.0% | N/A | 0.005% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,973 | $458K | 0.0% | N/A | 0.010% | |
2/12/2024 | Stifel Financial Corp | 90,431 | $4.62M | 0.0% | +197.9% | 0.101% | |
2/12/2024 | Parallel Advisors LLC | 8,343 | $426K | 0.0% | -7.8% | 0.009% | |
2/12/2024 | Heritage Wealth Advisors | 311,640 | $15.91M | 0.8% | +45.4% | 0.348% | |
2/12/2024 | Beta Wealth Group Inc. | 56,148 | $2.87M | 1.5% | +3.1% | 0.063% | |
2/9/2024 | Johnson Financial Group Inc. | 1,439,089 | $73.45M | 4.0% | -22.0% | 1.606% | |
2/9/2024 | Advisory Services Network LLC | 47,618 | $2.43M | 0.1% | -2.7% | 0.053% | |
2/9/2024 | US Bancorp DE | 719,080 | $36.70M | 0.1% | +0.2% | 0.803% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 55,365 | $2.83M | 0.0% | +16.2% | 0.062% | |
2/9/2024 | Sand Hill Global Advisors LLC | 116,045 | $5.92M | 0.3% | +7.8% | 0.130% | |
2/9/2024 | Pzena Investment Management LLC | 19,209 | $980K | 0.0% | N/A | 0.021% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
2/9/2024 | King Luther Capital Management Corp | 81,093 | $4.14M | 0.0% | -24.2% | 0.091% | |
2/9/2024 | Franklin Resources Inc. | 566,902 | $28.94M | 0.0% | +1.2% | 0.633% | |
2/9/2024 | Corient Private Wealth LLC | 402,855 | $20.56M | 0.0% | +7.7% | 0.450% | |
2/9/2024 | Wells Fargo & Company MN | 373,809 | $19.08M | 0.0% | +21.8% | 0.417% | |
2/9/2024 | UBS Group AG | 2,884,576 | $147.23M | 0.0% | -0.6% | 3.219% | |
2/8/2024 | AMG National Trust Bank | 779,706 | $39.80M | 1.2% | -1.2% | 0.870% | |
2/8/2024 | Brown Advisory Inc. | 108,973 | $5.56M | 0.0% | +188.6% | 0.122% | |
2/8/2024 | German American Bancorp Inc. | 1,358,202 | $69.32M | 9.1% | -3.9% | 1.516% | |
2/8/2024 | Jordan Park Group LLC | 16,000 | $817K | 0.1% | N/A | 0.018% | |
2/8/2024 | Meridian Wealth Management LLC | 5,029 | $257K | 0.0% | -47.7% | 0.006% | |