4/28/2025 | Private Trust Co. NA | 1,013 | $47K | 0.0% | N/A | 0.013% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,118 | $98K | 0.0% | -25.3% | 0.026% | |
4/23/2025 | Team Financial Group LLC | 17,839 | $830K | 0.5% | -67.7% | 0.217% | |
4/21/2025 | ORG Partners LLC | 2,696 | $126K | 0.0% | +242.1% | 0.033% | |
4/11/2025 | Princeton Global Asset Management LLC | 20,142 | $937K | 0.2% | -10.3% | 0.246% | |
4/9/2025 | Harbor Investment Advisory LLC | 14,122 | $657K | 0.1% | -11.6% | 0.172% | |
4/9/2025 | NBC Securities Inc. | 1,511 | $70K | 0.0% | N/A | 0.018% | |
4/8/2025 | LVM Capital Management Ltd. MI | 136,317 | $6.34M | 0.7% | +0.9% | 1.662% | |
2/18/2025 | Sunbelt Securities Inc. | 6,275 | $320K | 0.0% | +5.9% | 0.070% | |
2/12/2025 | JPMorgan Chase & Co. | 13,329 | $683K | 0.0% | +13.8% | 0.149% | |
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2/6/2025 | SBI Securities Co. Ltd. | 2,117 | $108K | 0.0% | N/A | 0.024% | |
2/6/2025 | Jones Financial Companies Lllp | 1,235 | $63K | 0.0% | +39.5% | 0.014% | |
1/24/2025 | Princeton Global Asset Management LLC | 22,455 | $1.15M | 0.2% | +6.9% | 0.245% | |
1/21/2025 | Team Financial Group LLC | 55,231 | $2.83M | 1.7% | -44.0% | 0.609% | |
1/17/2025 | Janney Montgomery Scott LLC | 4,038 | $207K | 0.0% | N/A | 0.045% | |
1/10/2025 | LVM Capital Management Ltd. MI | 135,035 | $6.92M | 0.7% | +5.7% | 1.484% | |
1/10/2025 | ORG Partners LLC | 788 | $40K | 0.0% | N/A | 0.009% | |
12/26/2024 | JPMorgan Chase & Co. | 11,712 | $604K | 0.0% | -41.4% | 0.144% | |
11/18/2024 | Sunbelt Securities Inc. | 5,925 | $305K | 0.0% | +64.8% | 0.073% | |
10/30/2024 | United Advisor Group LLC | 70,181 | $3.62M | 0.8% | +27.8% | 0.862% | |
10/29/2024 | Princeton Global Asset Management LLC | 21,002 | $1.08M | 0.2% | +23.9% | 0.258% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 2,838 | $146K | 0.0% | -37.1% | 0.035% | |
10/23/2024 | Team Financial Group LLC | 98,640 | $5.08M | 3.1% | -17.7% | 1.212% | |
10/5/2024 | Harbor Investment Advisory LLC | 15,970 | $823K | 0.1% | +10.6% | 0.197% | |
8/16/2024 | Sunbelt Securities Inc. | 3,595 | $169K | 0.0% | +74.5% | 0.046% | |
8/14/2024 | Team Financial Group LLC | 119,821 | $5.65M | 3.8% | -13.1% | 1.548% | |
4/12/2024 | Harbor Investment Advisory LLC | 16,426 | $815K | 0.1% | -23.2% | 0.232% | |
3/8/2024 | ICA Group Wealth Management LLC | 591 | $28K | 0.0% | N/A | 0.009% | |
1/26/2024 | Harbor Investment Advisory LLC | 21,399 | $1.02M | 0.1% | +37.7% | 0.315% | |
1/12/2024 | LVM Capital Management Ltd. MI | 109,255 | $5.18M | 0.7% | +10.9% | 1.631% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 2,453 | $116K | 0.0% | +38.1% | 0.037% | |
12/11/2023 | Sunbelt Securities Inc. | 912 | $38K | 0.0% | +55.9% | 0.014% | |
11/3/2023 | ORG Partners LLC | 3,023 | $124K | 0.0% | N/A | 0.046% | |
10/27/2023 | Princeton Global Asset Management LLC | 11,477 | $473K | 0.1% | -8.1% | 0.177% | |
10/13/2023 | Harbor Investment Advisory LLC | 15,539 | $640K | 0.1% | +35.7% | 0.244% | |
10/10/2023 | LVM Capital Management Ltd. MI | 98,555 | $4.06M | 0.6% | +7.4% | 1.545% | |
8/4/2023 | Princeton Global Asset Management LLC | 12,490 | $530K | 0.2% | -2.6% | 0.219% | |
8/2/2023 | Waverton Investment Management Ltd | 20,990 | $976K | 0.0% | -2.1% | 0.368% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 1,444 | $61K | 0.0% | +113.0% | 0.026% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,081 | $88K | 0.0% | +13.1% | 0.037% | |
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7/14/2023 | Harbor Investment Advisory LLC | 11,449 | $486K | 0.1% | +16.0% | 0.203% | |
7/7/2023 | LVM Capital Management Ltd. MI | 91,806 | $3.90M | 0.5% | +5.9% | 1.631% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,840 | $76K | 0.0% | N/A | 0.034% | |
4/24/2023 | Asset Dedication LLC | 6,424 | $267K | 0.0% | +23.1% | 0.120% | |
4/20/2023 | Princeton Global Asset Management LLC | 12,817 | $533K | 0.2% | +4.9% | 0.240% | |
4/17/2023 | LVM Capital Management Ltd. MI | 86,696 | $3.60M | 0.5% | +20.8% | 1.624% | |
4/12/2023 | Private Trust Co. NA | 689 | $29K | 0.0% | N/A | 0.013% | |
2/10/2023 | CoreCap Advisors LLC | 1,408 | $57K | 0.0% | N/A | 0.026% | |
2/2/2023 | Waverton Investment Management Ltd | 21,440 | $943K | 0.0% | -4.9% | 0.403% | |
1/24/2023 | Harbor Investment Advisory LLC | 9,873 | $397K | 0.1% | +493.0% | 0.186% | |
1/18/2023 | Well Done LLC | 17,775 | $715K | 0.2% | N/A | 0.335% | |
1/3/2023 | LVM Capital Management Ltd. MI | 71,776 | $2.89M | 0.4% | +11.4% | 1.421% | |
11/15/2022 | Flow Traders U.S. LLC | 11,479 | $413K | 0.0% | N/A | 0.227% | |
11/14/2022 | Princeton Global Asset Management LLC | 12,217 | $439K | 0.2% | -5.2% | 0.242% | |
11/1/2022 | Harbor Investment Advisory LLC | 1,665 | $60K | 0.0% | N/A | 0.033% | |
10/5/2022 | LVM Capital Management Ltd. MI | 64,426 | $2.32M | 0.4% | +37.1% | 1.228% | |
9/16/2022 | Private Trust Co. NA | 1,739 | $69K | 0.0% | N/A | 0.033% | |
8/11/2022 | CoreCap Advisors LLC | 3,614 | $143K | 0.0% | -20.3% | 0.069% | |
8/4/2022 | Princeton Global Asset Management LLC | 12,892 | $512K | 0.2% | -4.6% | 0.247% | |
7/29/2022 | Patriot Financial Group Insurance Agency LLC | 4,217 | $167K | 0.0% | +84.3% | 0.079% | |
7/20/2022 | Cadence Bank NA | 7,116 | $283K | 0.1% | -5.1% | 0.135% | |
7/14/2022 | LVM Capital Management Ltd. MI | 46,983 | $1.87M | 0.3% | +9.1% | 0.900% | |
7/13/2022 | Waverton Investment Management Ltd | 22,540 | $1.01M | 0.0% | +2.0% | 0.432% | |
5/11/2022 | Patriot Financial Group Insurance Agency LLC | 2,288 | $102K | 0.0% | +31.5% | 0.045% | |
5/6/2022 | Princeton Global Asset Management LLC | 13,509 | $603K | 0.2% | -4.4% | 0.265% | |
4/21/2022 | Asset Dedication LLC | 5,152 | $229K | 0.0% | +6.9% | 0.102% | |
4/18/2022 | Cadence Bank NA | 7,497 | $335K | 0.1% | +8.5% | 0.148% | |
4/13/2022 | LVM Capital Management Ltd. MI | 43,073 | $1.92M | 0.3% | +5.3% | 0.852% | |
2/10/2022 | Linscomb & Williams Inc. | 226,260 | $10.77M | 0.5% | -8.8% | 4.585% | |
2/7/2022 | Waverton Investment Management Ltd | 22,020 | $1.17M | 0.0% | +7.1% | 0.446% | |
2/2/2022 | Princeton Global Asset Management LLC | 14,134 | $673K | 0.2% | +5.9% | 0.286% | |
1/28/2022 | Amplius Wealth Advisors LLC | 3,000 | $142K | 0.0% | N/A | 0.064% | |
1/24/2022 | Private Wealth Strategies L.L.C. | 236,043 | $11.23M | 2.6% | +4.5% | 5.038% | |
1/19/2022 | Cadence Bank NA | 6,912 | $329K | 0.1% | -9.2% | 0.149% | |
1/4/2022 | LVM Capital Management Ltd. MI | 40,898 | $1.95M | 0.3% | -3.4% | 0.892% | |
11/24/2021 | Patriot Financial Group Insurance Agency LLC | 1,671 | $74K | 0.0% | +21.0% | 0.036% | |
11/15/2021 | Flow Traders U.S. LLC | 16,463 | $730K | 0.0% | -2.7% | 0.364% | |
11/3/2021 | Linscomb & Williams Inc. | 248,054 | $11.01M | 0.6% | -4.0% | 5.506% | |
11/3/2021 | Princeton Global Asset Management LLC | 592 | $59K | 0.2% | -95.6% | 0.013% | |
11/2/2021 | Parallel Advisors LLC | 627 | $28K | 0.0% | -57.4% | 0.014% | |
10/22/2021 | Cadence Bank NA | 7,609 | $337K | 0.1% | -7.4% | 0.170% | |
10/19/2021 | Ellevest Inc. | 908 | $40K | 0.0% | -26.0% | 0.021% | |
10/18/2021 | Asset Dedication LLC | 4,602 | $204K | 0.0% | +8.0% | 0.108% | |
10/18/2021 | Waverton Investment Management Ltd | 20,560 | $1.10M | 0.0% | +5.0% | 0.481% | |
10/8/2021 | Creative Financial Designs Inc. ADV | 696 | $31K | 0.0% | +67.3% | 0.016% | |
8/24/2021 | Flow Traders U.S. LLC | 16,928 | $787K | 0.0% | N/A | 0.392% | |
8/13/2021 | Steward Partners Investment Advisory LLC | 3,775 | $175K | 0.0% | -9.1% | 0.087% | |
8/10/2021 | Linscomb & Williams Inc. | 258,487 | $12.01M | 0.6% | -2.5% | 5.963% | |
8/6/2021 | Parallel Advisors LLC | 1,471 | $68K | 0.0% | N/A | 0.034% | |
8/4/2021 | Princeton Global Asset Management LLC | 13,480 | $626K | 0.2% | +32.4% | 0.310% | |
Musk's warning signal: Prepare before the cascade begins (Ad) When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t.
With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now. Watch the Musk market warning before the dominoes fall |
8/2/2021 | Waverton Investment Management Ltd | 19,590 | $1.07M | 0.0% | +20.0% | 0.449% | |
8/1/2021 | Patriot Financial Group Insurance Agency LLC | 1,381 | $64K | 0.0% | -24.4% | 0.032% | |
5/14/2021 | O Shaughnessy Asset Management LLC | 2,026 | $93K | 0.0% | N/A | 0.048% | |
5/12/2021 | Linscomb & Williams Inc. | 265,038 | $12.20M | 0.7% | -4.7% | 6.288% | |
5/11/2021 | Princeton Global Asset Management LLC | 10,184 | $469K | 0.2% | +13.9% | 0.242% | |
4/30/2021 | IFP Advisors Inc | 10,858 | $501K | 0.0% | -12.0% | 0.261% | |
4/28/2021 | Moloney Securities Asset Management LLC | 4,380 | $202K | 0.0% | N/A | 0.105% | |