4/18/2024 | Silverlake Wealth Management LLC | 44,459 | $892K | 0.5% | +75.0% | 0.058% | |
4/18/2024 | Exchange Capital Management Inc. | 140,223 | $2.81M | 0.5% | +29.0% | 0.182% | |
4/18/2024 | Oliver Luxxe Assets LLC | 173,254 | $3.48M | 0.7% | +60.3% | 0.225% | |
4/18/2024 | Ironwood Financial llc | 406,019 | $8.15M | 1.9% | -11.1% | 0.528% | |
4/18/2024 | WJ Wealth Management LLC | 242,725 | $4.87M | 1.9% | N/A | 0.315% | |
4/16/2024 | Independence Bank of Kentucky | 32,954 | $661K | 0.2% | +38.5% | 0.043% | |
|
4/16/2024 | Astoria Portfolio Advisors LLC. | 12,240 | $242K | 0.1% | -5.0% | 0.016% | |
4/16/2024 | Atlantic Union Bankshares Corp | 17,791 | $357K | 0.0% | +44.7% | 0.023% | |
4/16/2024 | Cypress Wealth Services LLC | 16,525 | $332K | 0.1% | N/A | 0.022% | |
4/16/2024 | Tlwm | 1,156,406 | $23.21M | 5.1% | +7.1% | 1.521% | |
4/16/2024 | Procyon Advisors LLC | 158,307 | $3.18M | 0.2% | -8.2% | 0.208% | |
4/15/2024 | Brookstone Capital Management | 1,554,840 | $31.21M | 0.6% | -1.9% | 2.044% | |
4/11/2024 | Matthew Goff Investment Advisor LLC | 126,681 | $2.54M | 0.5% | -1.3% | 0.167% | |
4/10/2024 | Sterling Financial Group Inc. | 611,213 | $12.27M | 5.8% | +4,100.2% | 0.804% | |
4/10/2024 | Red Spruce Capital LLC | 258,284 | $5.18M | 2.4% | +8.8% | 0.340% | |
4/10/2024 | Apella Capital LLC | 45,686 | $913K | 0.0% | -2.1% | 0.060% | |
4/10/2024 | Legacy Financial Group LLC | 559,785 | $11.24M | 2.3% | +4,153.7% | 0.736% | |
4/10/2024 | BCS Wealth Management | 120,219 | $2.41M | 0.8% | +69.8% | 0.158% | |
4/10/2024 | Legacy Private Trust Co. | 184,001 | $3.69M | 0.3% | -63.3% | 0.242% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 52,809 | $1.06M | 0.3% | +2.9% | 0.071% | |
4/5/2024 | Davis Capital Management | 13,807 | $276K | 0.2% | +4.6% | 0.018% | |
4/3/2024 | Timber Creek Capital Management LLC | 40,823 | $819K | 0.3% | +3.1% | 0.060% | |
3/13/2024 | MONECO Advisors LLC | 77,271 | $1.57M | 0.3% | +82.3% | 0.114% | |
3/12/2024 | Rovin Capital UT ADV | 156,134 | $3.17M | 1.4% | +2.0% | 0.231% | |
2/16/2024 | Hobbs Group Advisors LLC | 49,103 | $996K | 0.4% | N/A | 0.073% | |
2/15/2024 | OLD Mission Capital LLC | 16,054 | $326K | 0.0% | N/A | 0.024% | |
2/15/2024 | Baird Financial Group Inc. | 43,391 | $880K | 0.0% | +32.2% | 0.064% | |
2/15/2024 | Citadel Advisors LLC | 56,396 | $1.14M | 0.0% | N/A | 0.084% | |
2/15/2024 | Comerica Bank | 36,736 | $745K | 0.0% | +16.5% | 0.054% | |
2/14/2024 | Royal Bank of Canada | 571,065 | $11.58M | 0.0% | +122.4% | 0.846% | |
2/14/2024 | Kestra Advisory Services LLC | 44,753 | $908K | 0.0% | N/A | 0.066% | |
2/14/2024 | Creative Planning | 22,341 | $453K | 0.0% | N/A | 0.033% | |
2/14/2024 | Vista Investment Management | 318,763 | $6.47M | 3.0% | +10.0% | 0.472% | |
2/14/2024 | MGO One Seven LLC | 31,047 | $630K | 0.0% | N/A | 0.046% | |
2/13/2024 | Envestnet Asset Management Inc. | 221,293 | $4.49M | 0.0% | +98.9% | 0.328% | |
2/13/2024 | Stephens Inc. AR | 33,068 | $671K | 0.0% | +27.0% | 0.049% | |
2/13/2024 | Cetera Advisor Networks LLC | 33,591 | $681K | 0.0% | +91.8% | 0.050% | |
2/12/2024 | Oliver Luxxe Assets LLC | 108,065 | $2.19M | 0.5% | +10.1% | 0.160% | |
2/12/2024 | Stifel Financial Corp | 448,042 | $9.09M | 0.0% | +9.0% | 0.664% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 7,268 | $147K | 0.0% | -28.2% | 0.011% | |
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving
See what this $374B giveaway could mean for your retirement right here Click here for the full story |
2/9/2024 | Nations Financial Group Inc. IA ADV | 20,898 | $424K | 0.0% | +12.1% | 0.031% | |
2/9/2024 | Orion Portfolio Solutions LLC | 98,171 | $1.98M | 0.0% | N/A | 0.145% | |
2/9/2024 | US Bancorp DE | 3,029 | $61K | 0.0% | +167.8% | 0.004% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 223,811 | $4.54M | 0.0% | +393.9% | 0.332% | |
2/9/2024 | Divergent Wealth Advisors | 19,881 | $403K | 0.1% | N/A | 0.029% | |
2/9/2024 | Davis R M Inc. | 85,502 | $1.73M | 0.0% | +20.1% | 0.127% | |
2/9/2024 | Wells Fargo & Company MN | 2,317,200 | $46.99M | 0.0% | +49.9% | 3.433% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 74,648 | $1.51M | 0.1% | N/A | 0.111% | |
2/9/2024 | UBS Group AG | 1,304,148 | $26.45M | 0.0% | +109.3% | 1.932% | |
2/8/2024 | Kingsview Wealth Management LLC | 10,798 | $219K | 0.0% | -20.8% | 0.016% | |
2/8/2024 | Exchange Capital Management Inc. | 108,730 | $2.21M | 0.4% | +14.6% | 0.161% | |
2/8/2024 | Janney Montgomery Scott LLC | 458,146 | $9.29M | 0.0% | +2.1% | 0.679% | |
2/7/2024 | Avantax Advisory Services Inc. | 43,302 | $878K | 0.0% | +39.2% | 0.064% | |
2/7/2024 | AlphaStar Capital Management LLC | 71,803 | $1.46M | 0.2% | N/A | 0.106% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 12,890 | $260K | 0.1% | N/A | 0.019% | |
2/7/2024 | Kessler Investment Group LLC | 3,096 | $63K | 0.0% | N/A | 0.005% | |
2/7/2024 | Hills Bank & Trust Co | 874,172 | $17.73M | 1.7% | N/A | 1.295% | |
2/6/2024 | Sawgrass Asset Management LLC | 70,449 | $1.43M | 0.2% | +14.7% | 0.104% | |
2/6/2024 | Blue Barn Wealth LLC | 46,530 | $944K | 0.6% | N/A | 0.069% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 119,902 | $2.43M | 0.1% | +16.4% | 0.178% | |
2/6/2024 | Private Advisor Group LLC | 244,892 | $4.97M | 0.0% | +261.1% | 0.363% | |
2/6/2024 | TCG Advisory Services LLC | 298,225 | $6.05M | 0.4% | -0.3% | 0.442% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 8,146 | $165K | 0.0% | +117.3% | 0.012% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 1,887,228 | $38.27M | 1.2% | +7.6% | 2.796% | |
2/5/2024 | Oder Investment Management LLC | 18,227 | $370K | 0.4% | N/A | 0.027% | |
2/5/2024 | MONECO Advisors LLC | 72,939 | $1.48M | 0.3% | +74.3% | 0.108% | |
2/5/2024 | Flaharty Asset Management LLC | 51,915 | $1.05M | 0.2% | +206.9% | 0.077% | |
2/5/2024 | Transcend Capital Advisors LLC | 11,313 | $229K | 0.0% | N/A | 0.017% | |
2/5/2024 | IMA Wealth Inc. | 319,779 | $6.49M | 3.2% | +17.3% | 0.474% | |
2/5/2024 | Leisure Capital Management | 34,267 | $695K | 0.4% | -12.9% | 0.051% | |
2/2/2024 | Motley Fool Wealth Management LLC | 1,060,673 | $21.50M | 1.1% | +2.1% | 1.571% | |
2/2/2024 | Addison Advisors LLC | 131,957 | $2.68M | 1.0% | +13.7% | 0.195% | |
2/2/2024 | Marquette Asset Management LLC | 3,786 | $77K | 0.0% | N/A | 0.006% | |
2/2/2024 | Truist Financial Corp | 83,870 | $1.70M | 0.0% | +126.6% | 0.124% | |
2/2/2024 | Yoder Wealth Management Inc. | 13,450 | $273K | 0.2% | N/A | 0.020% | |
2/2/2024 | Atria Wealth Solutions Inc. | 23,157 | $470K | 0.0% | +30.8% | 0.034% | |
2/1/2024 | First Command Advisory Services Inc. | 20,913 | $424K | 0.0% | +91.5% | 0.031% | |
2/1/2024 | Carmel Capital Partners LLC | 159,799 | $3.24M | 1.7% | +44.8% | 0.238% | |
1/31/2024 | Western Wealth Management LLC | 20,850 | $423K | 0.0% | +27.5% | 0.031% | |
1/31/2024 | SFE Investment Counsel | 125,999 | $2.56M | 0.7% | +42.8% | 0.187% | |
1/31/2024 | Key Financial Inc | 7,079 | $144K | 0.0% | +1,573.5% | 0.011% | |
1/30/2024 | Avior Wealth Management LLC | 11,001 | $223K | 0.0% | -69.6% | 0.016% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 428,070 | $8.68M | 0.5% | -1.4% | 0.637% | |
1/30/2024 | Marietta Wealth Management LLC | 263,740 | $5.35M | 1.0% | -0.8% | 0.392% | |
1/30/2024 | Capital Analysts LLC | 24,264 | $492K | 0.0% | +351.6% | 0.036% | |
1/30/2024 | Legacy CG LLC | 243,407 | $4.94M | 1.9% | N/A | 0.362% | |
1/30/2024 | Keel Point LLC | 13,394 | $272K | 0.0% | N/A | 0.020% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 184,400 | $3.74M | 0.1% | +16.6% | 0.274% | |
1/30/2024 | Kades & Cheifetz LLC | 13,773 | $279K | 0.2% | +5.1% | 0.020% | |
1/29/2024 | Nottingham Advisors Inc. | 100,087 | $2.03M | 0.3% | +11.5% | 0.149% | |
Secret Bull Market Starts in This Unusual Sector (Ad) "We're only at the very beginning of a new wave that could deliver 500%-plus gains in the years to come."
In fact, 50 small companies related to this sector have already soared 100% or more in a recent 90-day stretch. Click for my No. 1 investment, all free of charge, click here. |
1/29/2024 | Altus Wealth Group LLC | 181,294 | $3.68M | 2.0% | +6.4% | 0.270% | |
1/29/2024 | Vaughan David Investments LLC IL | 164,899 | $3.34M | 0.1% | N/A | 0.245% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 8,446 | $171K | 0.0% | N/A | 0.013% | |
1/29/2024 | G2 Capital Management LLC OH | 73,600 | $1.49M | 0.5% | +1.1% | 0.110% | |
1/26/2024 | Geneos Wealth Management Inc. | 69,979 | $1.42M | 0.1% | +18.7% | 0.104% | |
1/26/2024 | Segment Wealth Management LLC | 58,230 | $1.18M | 0.1% | +1.8% | 0.087% | |
1/25/2024 | Eastern Bank | 1,419,015 | $28.78M | 1.3% | -0.1% | 2.112% | |
1/25/2024 | Western Financial Corp CA | 41,726 | $846K | 0.6% | -16.9% | 0.062% | |
1/24/2024 | Souders Financial Advisors | 116,578 | $2.36M | 0.4% | +5.6% | 0.173% | |
1/24/2024 | Stratos Wealth Partners LTD. | 48,451 | $983K | 0.0% | -2.7% | 0.072% | |