3/15/2024 | Hart & Patterson Financial Group LLC | 5,527 | $0.35M | 0.2% | N/A | 0.061% | |
3/15/2024 | Skyline Advisors Inc. | 11,480 | $0.73M | 0.3% | N/A | 0.128% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 3,866 | $0.25M | 0.0% | -39.7% | 0.043% | |
2/21/2024 | Adroit Compliance LLC | 46,701 | $2.98M | 0.8% | N/A | 0.519% | |
2/16/2024 | Harbour Investments Inc. | 2,188 | $0.14M | 0.0% | +17.9% | 0.024% | |
2/15/2024 | Townsquare Capital LLC | 5,469 | $0.35M | 0.0% | -6.3% | 0.061% | |
|
2/15/2024 | Freedom Investment Management Inc. | 5,728 | $0.37M | 0.0% | N/A | 0.064% | |
2/14/2024 | Royal Bank of Canada | 37,221 | $2.38M | 0.0% | -4.1% | 0.414% | |
2/14/2024 | Pathstone Holdings LLC | 11,882 | $0.76M | 0.0% | N/A | 0.132% | |
2/14/2024 | Kestra Advisory Services LLC | 8,757 | $0.56M | 0.0% | -2.9% | 0.097% | |
2/14/2024 | Creative Planning | 8,295 | $0.53M | 0.0% | N/A | 0.092% | |
2/14/2024 | Tcwp LLC | 12,020 | $0.77M | 2.2% | -20.7% | 0.134% | |
2/14/2024 | MGO One Seven LLC | 12,020 | $0.77M | 0.0% | N/A | 0.134% | |
2/13/2024 | Morningstar Investment Services LLC | 18,224 | $1.17M | 0.0% | +232.9% | 0.202% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,558,346 | $99.55M | 0.0% | +0.4% | 17.315% | |
2/13/2024 | Cetera Advisor Networks LLC | 27,596 | $1.76M | 0.0% | -2.8% | 0.307% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 16,883 | $1.08M | 0.0% | +13.9% | 0.188% | |
2/9/2024 | Congress Wealth Management LLC DE | 15,296 | $0.98M | 0.0% | +11.8% | 0.170% | |
2/9/2024 | Advisory Services Network LLC | 2,042 | $0.13M | 0.0% | N/A | 0.023% | |
2/9/2024 | Orion Portfolio Solutions LLC | 5,754 | $0.37M | 0.0% | +6.6% | 0.064% | |
2/9/2024 | Atlantic Private Wealth LLC | 42,771 | $2.73M | 2.4% | -1.1% | 0.475% | |
2/9/2024 | Assetmark Inc. | 24,763 | $1.58M | 0.0% | +10.1% | 0.275% | |
2/9/2024 | Corient Private Wealth LLC | 30,256 | $1.93M | 0.0% | +1.6% | 0.336% | |
2/9/2024 | UBS Group AG | 54,625 | $3.49M | 0.0% | +58.0% | 0.607% | |
2/8/2024 | Main Street Financial Solutions LLC | 6,629 | $0.42M | 0.1% | -2.5% | 0.074% | |
2/8/2024 | SigFig Wealth Management LLC | 147,693 | $9.44M | 0.4% | +17.8% | 1.641% | |
2/8/2024 | Fiera Capital Corp | 25,910 | $1.66M | 0.0% | +297.4% | 0.288% | |
2/8/2024 | Klaas Financial Asset Advisors LLC | 46,701 | $2.98M | 0.6% | -18.9% | 0.519% | |
2/8/2024 | Janney Montgomery Scott LLC | 20,967 | $1.34M | 0.0% | +9.4% | 0.233% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 494,544 | $31.59M | 0.1% | +0.8% | 5.495% | |
2/7/2024 | JFS Wealth Advisors LLC | 1,242 | $79K | 0.0% | N/A | 0.014% | |
2/7/2024 | AGF Management Ltd. | 6,000 | $0.38M | 0.0% | -6.3% | 0.067% | |
2/7/2024 | Accredited Investors Inc. | 47,503 | $3.03M | 0.2% | +18.1% | 0.528% | |
2/7/2024 | Principal Securities Inc. | 1,350 | $86K | 0.0% | N/A | 0.015% | |
2/7/2024 | Wrapmanager Inc. | 5,960 | $0.38M | 0.1% | -3.6% | 0.066% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 3,233 | $0.21M | 0.0% | +316.1% | 0.036% | |
2/6/2024 | Crestone Asset Management LLC | 10,826 | $0.69M | 0.2% | +7.8% | 0.120% | |
2/6/2024 | Apollon Wealth Management LLC | 3,211 | $0.21M | 0.0% | N/A | 0.036% | |
2/6/2024 | Spire Wealth Management | 2,679 | $0.17M | 0.0% | +35.0% | 0.030% | |
2/2/2024 | Gould Asset Management LLC CA | 14,050 | $0.90M | 0.2% | +38.4% | 0.158% | |
Warning: this could blow your mind (Ad) Buckle up…
‘Cause this might shatter everything you’ve heard about “income trading”.
In fact, it’s such an extreme diversion from what most people think of typical income trades that I call it:
The Perfect Income Trade
You see, most of the income techniques out there target a couple of percent.
Maybe 5 - 10 percent if you’re lucky.
But this new way of trading income on the world’s top stocks goes after more than 10x that kind of return.
And here’s the best news of all:
This trade can target an opportunity like that every week. Every single week.
Meaning an investor has the chance to “stack up” these more aggressive income trades over and over.
If that sounds interesting… Watch the presentation here |
2/2/2024 | Atria Wealth Solutions Inc. | 38,538 | $2.46M | 0.0% | +2.3% | 0.433% | |
2/2/2024 | JMG Financial Group Ltd. | 11,926 | $0.76M | 0.0% | -18.7% | 0.134% | |
2/1/2024 | RWA Wealth Partners LLC | 96,155 | $6.14M | 0.1% | -23.8% | 1.080% | |
2/1/2024 | CWM LLC | 8,796 | $0.56M | 0.0% | -69.7% | 0.099% | |
1/31/2024 | Goodwin Investment Advisory | 3,404 | $0.22M | 0.1% | -41.2% | 0.038% | |
1/30/2024 | SVB Wealth LLC | 3,838 | $0.25M | 0.0% | -16.8% | 0.043% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 400 | $26K | 0.0% | N/A | 0.004% | |
1/26/2024 | Financial Connections Group Inc. | 56,252 | $3.59M | 2.3% | +8.8% | 0.632% | |
1/26/2024 | Keener Financial Planning LLC | 2,702 | $0.17M | 0.1% | N/A | 0.030% | |
1/26/2024 | Optas LLC | 7,599 | $0.49M | 0.1% | -15.1% | 0.085% | |
1/25/2024 | International Assets Investment Management LLC | 1,022 | $65K | 0.0% | N/A | 0.011% | |
1/25/2024 | One Wealth Management Investment & Advisory Services LLC | 5,469 | $0.35M | 0.2% | N/A | 0.061% | |
1/25/2024 | RKL Wealth Management LLC | 3,175 | $0.20M | 0.0% | N/A | 0.036% | |
1/24/2024 | Allworth Financial LP | 159,285 | $10.18M | 0.1% | +11.3% | 1.790% | |
1/24/2024 | International Assets Investment Management LLC | 1,022 | $65K | 0.0% | N/A | 0.011% | |
1/24/2024 | Halbert Hargrove Global Advisors LLC | 18,231 | $1.17M | 0.1% | N/A | 0.205% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 46,450 | $2.97M | 0.7% | +8.3% | 0.522% | |
1/23/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 11,127 | $0.71M | 0.2% | +3.9% | 0.125% | |
1/23/2024 | Venturi Wealth Management LLC | 3,537 | $0.23M | 0.0% | +5.1% | 0.040% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 560 | $36K | 0.0% | N/A | 0.006% | |
1/18/2024 | Austin Private Wealth LLC | 10,895 | $0.70M | 0.1% | +6.1% | 0.122% | |
1/18/2024 | Values Added Financial LLC | 35,185 | $2.25M | 1.8% | -10.7% | 0.395% | |
1/18/2024 | Shotwell Rutter Baer Inc | 16,764 | $1.07M | 1.0% | N/A | 0.188% | |
1/17/2024 | Invera Wealth Advisors LLC | 68,848 | $4.40M | 2.8% | N/A | 0.774% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,703 | $0.30M | 0.0% | -29.5% | 0.053% | |
1/16/2024 | Raymond James & Associates | 3,611 | $0.23M | 0.0% | -7.7% | 0.041% | |
1/16/2024 | CoreCap Advisors LLC | 3,579 | $0.23M | 0.0% | -4.6% | 0.040% | |
1/16/2024 | Wealthsource Partners LLC | 15,763 | $1.01M | 0.1% | -5.0% | 0.177% | |
1/12/2024 | Revolve Wealth Partners LLC | 7,638 | $0.49M | 0.1% | N/A | 0.086% | |
1/11/2024 | SOA Wealth Advisors LLC. | 3,073 | $0.20M | 0.0% | +5.8% | 0.035% | |
1/10/2024 | Marcum Wealth LLC | 3,377 | $0.22M | 0.0% | N/A | 0.038% | |
1/10/2024 | Dfpg Investments LLC | 10,569 | $0.66M | 0.1% | -5.7% | 0.119% | |
1/8/2024 | Parkside Advisors LLC | 26,090 | $1.67M | 0.5% | -2.2% | 0.293% | |
1/8/2024 | Diversified Trust Co | 8,560 | $0.55M | 0.0% | -3.3% | 0.096% | |
1/4/2024 | VERITY Wealth Advisors | 10,069 | $0.64M | 0.6% | -2.7% | 0.126% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 6,416 | $0.37M | 0.0% | +81.1% | 0.080% | |
11/21/2023 | Comerica Bank | 1,260 | $72K | 0.0% | N/A | 0.016% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 7,695 | $0.44M | 0.0% | +1,327.6% | 0.096% | |
11/15/2023 | Integrated Wealth Concepts LLC | 28,859 | $1.65M | 0.0% | -2.0% | 0.361% | |
11/15/2023 | Townsquare Capital LLC | 5,838 | $0.33M | 0.0% | N/A | 0.073% | |
11/15/2023 | Royal Bank of Canada | 38,818 | $2.22M | 0.0% | +41.7% | 0.485% | |
11/15/2023 | JPMorgan Chase & Co. | 177,445 | $10.13M | 0.0% | -1.6% | 2.218% | |
11/14/2023 | Lazard Asset Management LLC | 13,814 | $0.79M | 0.0% | N/A | 0.173% | |
11/14/2023 | Morningstar Investment Services LLC | 5,475 | $0.31M | 0.0% | N/A | 0.068% | |
11/13/2023 | LPL Financial LLC | 102,377 | $5.85M | 0.0% | +176.3% | 1.280% | |
11/13/2023 | Regal Investment Advisors LLC | 7,160 | $0.41M | 0.0% | +4.3% | 0.090% | |
11/13/2023 | FMR LLC | 9,610 | $0.55M | 0.0% | +8.0% | 0.120% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,551,445 | $88.57M | 0.0% | -25.0% | 19.393% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 490,623 | $28.01M | 0.1% | N/A | 6.133% | |
11/13/2023 | Wealthsource Partners LLC | 16,591 | $0.95M | 0.1% | -4.9% | 0.207% | |
A lot of people are making this costly mistake (Ad) You may have heard the saying “options are risky” …
And, they can be. But only if you use them the way a lot of folks do.
A lot of people think of BUYING speculative options when they talk about options.
And BUYING low probability, speculative options is definitely risky…
It’s how some folks leverage large sums of money hoping that a stock moves in the “right” direction over a certain period of time. Click here to jump in on the next one |
11/13/2023 | Kestra Advisory Services LLC | 9,021 | $0.52M | 0.0% | +47.7% | 0.113% | |
11/9/2023 | Wealth Alliance | 10,780 | $0.62M | 0.1% | -5.0% | 0.135% | |
11/9/2023 | UBS Group AG | 34,562 | $1.97M | 0.0% | +86.1% | 0.432% | |
11/8/2023 | HighTower Advisors LLC | 53,053 | $3.03M | 0.0% | +2.8% | 0.663% | |
11/8/2023 | Janney Montgomery Scott LLC | 19,159 | $1.09M | 0.0% | -3.1% | 0.239% | |
11/8/2023 | Atria Wealth Solutions Inc. | 37,678 | $2.15M | 0.0% | +3.7% | 0.471% | |
11/8/2023 | Spire Wealth Management | 1,984 | $0.11M | 0.0% | +49.5% | 0.025% | |
11/8/2023 | Moors & Cabot Inc. | 7,376 | $0.42M | 0.0% | +23.7% | 0.092% | |
11/7/2023 | Goodwin Investment Advisory | 5,788 | $0.33M | 0.2% | -17.2% | 0.072% | |
11/7/2023 | Accredited Investors Inc. | 40,217 | $2.30M | 0.2% | +2.5% | 0.503% | |