4/26/2024 | Coastline Trust Co | 129,913 | $23.43M | 2.8% | +7.0% | 0.001% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 15,918 | $2.87M | 0.2% | -8.1% | 0.000% | |
4/26/2024 | First National Trust Co | 239,200 | $43.15M | 1.8% | +2.6% | 0.002% | |
4/26/2024 | Barton Investment Management | 683,804 | $123.35M | 15.0% | -2.5% | 0.007% | |
4/26/2024 | Sage Rhino Capital LLC | 16,914 | $3.05M | 0.7% | -2.2% | 0.000% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 41,207 | $7.43M | 0.5% | +442.5% | 0.000% | |
|
4/26/2024 | SFG Wealth Management LLC. | 11,763 | $2.12M | 1.3% | +0.8% | 0.000% | |
4/26/2024 | Guardian Investment Management | 6,858 | $1.24M | 0.9% | N/A | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 44,548 | $8.04M | 1.0% | -7.9% | 0.000% | |
4/26/2024 | Quantum Financial Advisors LLC | 10,402 | $1.88M | 0.3% | +11.2% | 0.000% | |
4/26/2024 | Members Trust Co | 3,712 | $670K | 0.0% | -10.7% | 0.000% | |
4/26/2024 | Legacy Bridge LLC | 17,134 | $3.09M | 1.8% | +0.5% | 0.000% | |
4/26/2024 | CloudAlpha Capital Management Limited Hong Kong | 346,400 | $62.48M | 7.4% | +330.9% | 0.003% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 46,542 | $8.40M | 1.1% | +3.7% | 0.000% | |
4/26/2024 | First Personal Financial Services | 3,595 | $648K | 0.2% | -12.6% | 0.000% | |
4/26/2024 | Sumitomo Life Insurance Co. | 175,523 | $30.05M | 0.7% | +27.6% | 0.002% | |
4/26/2024 | Pioneer Trust Bank N A OR | 51,495 | $9.29M | 2.6% | +14.4% | 0.000% | |
4/26/2024 | Chicago Partners Investment Group LLC | 109,799 | $19.71M | 0.8% | +5.1% | 0.001% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 411,253 | $74.18M | 1.7% | N/A | 0.004% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 11,103 | $2.00M | 1.6% | +2.2% | 0.000% | |
4/26/2024 | Carr Financial Group Corp | 16,865 | $3.04M | 1.0% | +7.2% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 54,853 | $9.89M | 1.6% | +2.2% | 0.001% | |
4/26/2024 | Sprinkle Financial Consultants LLC | 11,452 | $2.07M | 1.8% | -2.3% | 0.000% | |
4/26/2024 | LifePro Asset Management | 3,951 | $713K | 0.5% | +9.9% | 0.000% | |
4/26/2024 | TI Trust Inc. | 1,740 | $314K | 0.2% | N/A | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 79,802 | $14.40M | 0.8% | -1.2% | 0.001% | |
4/26/2024 | KG&L Capital Management LLC | 56,213 | $10.14M | 4.0% | -22.9% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 74,515 | $13.44M | 1.2% | -3.5% | 0.001% | |
4/26/2024 | Petredis Investment Advisors LLC | 158,231 | $28.54M | 3.4% | +0.9% | 0.002% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 6,937 | $1.25M | 1.2% | -16.4% | 0.000% | |
4/26/2024 | Davies Financial Advisors Inc. | 9,313 | $1.68M | 1.7% | N/A | 0.000% | |
4/26/2024 | Financial Insights Inc. | 26,431 | $4.77M | 1.4% | +1.2% | 0.000% | |
4/26/2024 | Claris Advisors LLC MO | 3,160 | $570K | 0.3% | +19.7% | 0.000% | |
4/26/2024 | Terra Nova Asset Management LLC | 19,185 | $3.46M | 2.8% | +1.4% | 0.000% | |
4/26/2024 | AJ Advisors LLC | 4,661 | $841K | 0.5% | -6.0% | 0.000% | |
4/26/2024 | Triton Wealth Management PLLC | 31,010 | $5.50M | 3.6% | -3.0% | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 76,373 | $13.78M | 1.1% | -1.4% | 0.001% | |
4/26/2024 | Latitude Advisors LLC | 16,349 | $2.95M | 1.8% | -3.7% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 178,036 | $32.11M | 3.2% | -4.0% | 0.002% | |
4/26/2024 | Meridian Wealth Management LLC | 282,202 | $50.90M | 8.5% | +2.9% | 0.003% | |
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4/26/2024 | Bogart Wealth LLC | 78,004 | $14.07M | 0.7% | +2.8% | 0.001% | |
4/25/2024 | Allworth Financial LP | 297,486 | $53.66M | 0.4% | +51.2% | 0.003% | |
4/25/2024 | Alta Capital Management LLC | 273,051 | $49.25M | 3.0% | +2.5% | 0.003% | |
4/25/2024 | Shaker Investments LLC OH | 46,070 | $8.31M | 3.5% | -0.2% | 0.000% | |
4/25/2024 | Jacobsen Capital Management | 14,269 | $2.57M | 1.2% | +3.5% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 80,023 | $14.44M | 1.4% | +2.0% | 0.001% | |
4/25/2024 | New York State Teachers Retirement System | 9,160,596 | $1.65B | 3.4% | -2.6% | 0.088% | |
4/25/2024 | Horrell Capital Management Inc. | 36,482 | $6.58M | 1.8% | +0.5% | 0.000% | |
4/25/2024 | WCM Investment Management LLC | 4,915,373 | $886.64M | 2.1% | -0.2% | 0.047% | |
4/25/2024 | One Day In July LLC | 10,977 | $1.98M | 0.3% | +11.1% | 0.000% | |
4/25/2024 | W Advisors LLC | 6,598 | $1.19M | 0.8% | +2.4% | 0.000% | |
4/25/2024 | Values Added Financial LLC | 12,627 | $2.28M | 1.8% | -3.1% | 0.000% | |
4/25/2024 | Lodestar Private Asset Management LLC | 49,191 | $8.87M | 1.3% | -1.6% | 0.000% | |
4/25/2024 | Mendota Financial Group LLC | 4,226 | $762K | 0.4% | -6.7% | 0.000% | |
4/25/2024 | Human Investing LLC | 3,068 | $553K | 0.1% | -2.7% | 0.000% | |
4/25/2024 | Center for Financial Planning Inc. | 25,784 | $4.65M | 0.7% | +5.9% | 0.000% | |
4/25/2024 | Inlet Private Wealth LLC | 6,362 | $1.15M | 0.3% | +5.0% | 0.000% | |
4/25/2024 | TRUE Private Wealth Advisors | 58,927 | $10.63M | 1.2% | -10.1% | 0.001% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 193,354 | $34.88M | 2.9% | +2.1% | 0.002% | |
4/25/2024 | Ulland Investment Advisors LLC | 30,604 | $5.52M | 4.4% | +2.1% | 0.000% | |
4/25/2024 | Carmel Capital Partners LLC | 4,721 | $852K | 0.4% | -5.9% | 0.000% | |
4/25/2024 | Strategy Asset Managers LLC | 18,916 | $3.41M | 0.7% | +57.8% | 0.000% | |
4/25/2024 | Kinneret Advisory LLC | 74,559 | $13.45M | 1.3% | -0.3% | 0.001% | |
4/25/2024 | Osborne Partners Capital Management LLC | 6,742 | $1.22M | 0.1% | -2.4% | 0.000% | |
4/25/2024 | Bridges Investment Management Inc. | 687,202 | $123.96M | 3.9% | -1.5% | 0.007% | |
4/25/2024 | TNF LLC | 7,248 | $1.28M | 0.5% | -1.2% | 0.000% | |
4/25/2024 | Equitable Trust Co. | 124,389 | $22.44M | 1.6% | +2.9% | 0.001% | |
4/25/2024 | Schnieders Capital Management LLC | 94,792 | $17.10M | 3.5% | +1.7% | 0.001% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 25,993 | $4.69M | 0.3% | -10.4% | 0.000% | |
4/25/2024 | Professional Financial Advisors LLC | 10,322 | $1.86M | 0.5% | -10.9% | 0.000% | |
4/25/2024 | Oldfather Financial Services LLC | 1,843 | $332K | 0.1% | -3.2% | 0.000% | |
4/25/2024 | Glassy Mountain Advisors Inc. | 45,435 | $8.20M | 3.1% | +1.2% | 0.000% | |
4/25/2024 | BCM Advisors LLC | 1,242 | $219K | 0.1% | N/A | 0.000% | |
4/25/2024 | HTLF Bank | 53,732 | $9.69M | 1.1% | -1.3% | 0.001% | |
4/25/2024 | Capital Investment Advisory Services LLC | 86,662 | $15.63M | 1.7% | -8.7% | 0.001% | |
4/25/2024 | Triumph Capital Management | 2,234 | $404K | 0.2% | -11.3% | 0.000% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 4,947,707 | $892.47M | 3.1% | +8.5% | 0.048% | |
4/25/2024 | Seven Post Investment Office LP | 4,420 | $797K | 0.2% | +4.7% | 0.000% | |
4/25/2024 | 25 LLC | 4,865 | $878K | 0.4% | +39.9% | 0.000% | |
4/25/2024 | Center For Asset Management LLC | 10,919 | $1.97M | 1.6% | +95.4% | 0.000% | |
4/25/2024 | Benedict Financial Advisors Inc. | 18,435 | $3.33M | 0.8% | -0.5% | 0.000% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 1,472,046 | $265.53M | 2.9% | +4.0% | 0.014% | |
4/25/2024 | Investment Advisory Services Inc. TX ADV | 14,081 | $2.54M | 0.9% | +3.9% | 0.000% | |
4/25/2024 | Armor Investment Advisors LLC | 2,779 | $501K | 0.2% | -12.6% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 35,029 | $6.32M | 0.9% | +39.5% | 0.000% | |
4/25/2024 | Eudaimonia Partners LLC | 47,975 | $8.65M | 2.1% | -0.4% | 0.000% | |
4/25/2024 | Eudaimonia Advisors LLC | 18,806 | $3.39M | 1.8% | +3.2% | 0.000% | |
4/25/2024 | WestHill Financial Advisors Inc. | 9,154 | $1.65M | 0.4% | -21.8% | 0.000% | |
4/25/2024 | Whalen Wealth Management Inc. | 20,077 | $3.62M | 2.7% | +43.3% | 0.000% | |
4/25/2024 | Signify Wealth | 26,931 | $4.86M | 8.1% | -13.4% | 0.000% | |
Move Your Money Before May 22 (Ad) The SIX WORDS That Could Destroy America... And The Value of Your Savings.
He predicted the dangerous rise of inflation... the death of the 60/40 portfolio... and now, this 40-year market veteran and retirement expert is stepping forward with a new must-see warning for every American. It involves the world's most powerful investors, central bankers, and America's most bitter geopolitical rivals. Here's where Dr. David Eifrig says to move your money immediately. |
4/25/2024 | Presidio Capital Management LLC | 7,495 | $1.35M | 1.0% | +29.9% | 0.000% | |
4/25/2024 | Randolph Co Inc | 133,764 | $24.13M | 3.0% | N/A | 0.001% | |
4/25/2024 | Peterson Financial Group Inc. | 37,827 | $6.82M | 3.9% | +40.4% | 0.000% | |
4/25/2024 | Olistico Wealth LLC | 29,474 | $5.32M | 3.8% | -1.0% | 0.000% | |
4/25/2024 | Kercheville Advisors LLC | 94,280 | $17.01M | 8.0% | -0.1% | 0.001% | |
4/25/2024 | Argus Investors Counsel Inc. | 18,298 | $3.30M | 2.0% | -6.8% | 0.000% | |
4/25/2024 | Keb Asset Management LLC | 2,529 | $456K | 0.2% | +7.5% | 0.000% | |
4/25/2024 | MFA Wealth Advisors LLC | 27,144 | $4.90M | 1.3% | -2.8% | 0.000% | |
4/25/2024 | Freedom Day Solutions LLC | 26,374 | $4.76M | 1.7% | -1.7% | 0.000% | |
4/25/2024 | IMA Wealth Inc. | 30,740 | $5.55M | 2.6% | -6.2% | 0.000% | |