4/16/2024 | Astoria Portfolio Advisors LLC. | 14,605 | $164K | 0.1% | -13.7% | 0.044% | |
4/12/2024 | Global Assets Advisory LLC | 17,669 | $201K | 0.0% | N/A | 0.053% | |
4/10/2024 | Green Alpha Advisors LLC | 228,943 | $2.60M | 1.9% | +15.1% | 0.685% | |
3/22/2024 | PNC Financial Services Group Inc. | 58,328 | $768K | 0.0% | -8.2% | 0.175% | |
3/1/2024 | Creekmur Asset Management LLC | 3,920 | $52K | 0.0% | N/A | 0.012% | |
2/12/2024 | Capstone Investment Advisors LLC | 10,000 | $132K | 0.0% | N/A | 0.030% | |
|
2/12/2024 | Cape Investment Advisory Inc. | 4,278 | $56K | 0.0% | N/A | 0.013% | |
2/9/2024 | PNC Financial Services Group Inc. | 58,328 | $768K | 0.0% | -8.2% | 0.175% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 10,205 | $134K | 0.0% | N/A | 0.031% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 16,923 | $223K | 0.1% | N/A | 0.051% | |
2/7/2024 | ETF Store Inc. | 47,648 | $628K | 0.4% | +10.8% | 0.143% | |
1/25/2024 | International Assets Investment Management LLC | 72,435 | $954K | 0.0% | N/A | 0.217% | |
1/24/2024 | International Assets Investment Management LLC | 72,435 | $954K | 0.0% | N/A | 0.217% | |
1/23/2024 | CPR Investments Inc. | 14,819 | $195K | 0.2% | -11.5% | 0.044% | |
1/18/2024 | Parisi Gray Wealth Management | 10,000 | $132K | 0.1% | -54.5% | 0.030% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 19,381 | $255K | 0.0% | +15.7% | 0.058% | |
1/5/2024 | Green Alpha Advisors LLC | 198,987 | $2.62M | 1.9% | -22.0% | 0.597% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 3,031 | $33K | 0.0% | +25,158.3% | 0.009% | |
11/15/2023 | Advisors Asset Management Inc. | 213,030 | $2.53M | 0.1% | -0.6% | 0.639% | |
11/14/2023 | Quadrature Capital Ltd | 43,531 | $517K | 0.0% | N/A | 0.131% | |
11/13/2023 | PNC Financial Services Group Inc. | 63,560 | $755K | 0.0% | N/A | 0.191% | |
11/9/2023 | CPR Investments Inc. | 16,738 | $199K | 0.2% | -16.1% | 0.050% | |
11/7/2023 | Virtus ETF Advisers LLC | 57,835 | $687K | 0.4% | +136.4% | 0.174% | |
11/7/2023 | Quantbot Technologies LP | 3,056 | $36K | 0.0% | -47.1% | 0.009% | |
11/7/2023 | Jump Financial LLC | 14,703 | $175K | 0.0% | N/A | 0.044% | |
11/6/2023 | Wilbanks Smith & Thomas Asset Management LLC | 14,000 | $166K | 0.0% | -26.3% | 0.042% | |
10/25/2023 | ETF Store Inc. | 42,988 | $511K | 0.4% | +7.8% | 0.134% | |
10/23/2023 | Commonwealth Equity Services LLC | 31,006 | $368K | 0.0% | -4.2% | 0.097% | |
10/10/2023 | Green Alpha Advisors LLC | 255,273 | $3.03M | 2.3% | +2.1% | 0.795% | |
8/14/2023 | Eqis Capital Management Inc. | 135,925 | $1.64M | 0.2% | -7.0% | 0.423% | |
8/11/2023 | Terrapin Asset Management LLC | 10,000 | $121K | 0.2% | N/A | 0.031% | |
8/8/2023 | Wilbanks Smith & Thomas Asset Management LLC | 19,000 | $230K | 0.0% | +90.0% | 0.059% | |
8/3/2023 | Mackenzie Financial Corp | 46,297 | $569K | 0.0% | -22.2% | 0.162% | |
7/31/2023 | LPL Financial LLC | 50,408 | $609K | 0.0% | +39.5% | 0.176% | |
7/27/2023 | ETF Store Inc. | 39,874 | $506K | 0.4% | +9.1% | 0.139% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 16,700 | $202K | 0.0% | +26.5% | 0.058% | |
7/21/2023 | CPR Investments Inc. | 19,941 | $241K | 0.2% | +33.2% | 0.070% | |
7/21/2023 | Kovack Advisors Inc. | 11,003 | $133K | 0.0% | N/A | 0.038% | |
7/14/2023 | Parisi Gray Wealth Management | 22,000 | $248K | 0.1% | N/A | 0.077% | |
7/6/2023 | Green Alpha Advisors LLC | 250,116 | $3.02M | 2.0% | +7.4% | 0.873% | |
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5/12/2023 | AXS Investments LLC | 5,245 | $59K | 0.0% | N/A | 0.018% | |
5/9/2023 | BDO Wealth Advisors LLC | 5,500 | $62K | 0.0% | -30.3% | 0.019% | |
5/8/2023 | CPR Investments Inc. | 14,973 | $169K | 0.2% | -32.0% | 0.052% | |
5/3/2023 | Nia Impact Advisors LLC | 16,249 | $183K | 0.1% | +8.5% | 0.057% | |
5/1/2023 | Arete Wealth Advisors LLC | 10,346 | $116.71B | 0.0% | N/A | 0.036% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 13,200 | $149K | 0.0% | +37.0% | 0.046% | |
4/24/2023 | Mackenzie Financial Corp | 59,509 | $671K | 0.0% | +40.4% | 0.210% | |
4/6/2023 | Green Alpha Advisors LLC | 232,829 | $2.63M | 1.8% | +20.6% | 0.822% | |
2/13/2023 | Advisors Asset Management Inc. | 273,064 | $3.17M | 0.1% | +0.7% | 1.034% | |
2/13/2023 | Shelton Capital Management | 362,400 | $4.20M | 0.4% | -7.0% | 1.373% | |
2/9/2023 | Nia Impact Advisors LLC | 14,982 | $174K | 0.1% | N/A | 0.057% | |
2/8/2023 | Belpointe Asset Management LLC | 12,006 | $139K | 0.0% | -38.8% | 0.045% | |
2/7/2023 | Envestnet Asset Management Inc. | 21,214 | $246K | 0.0% | +4.5% | 0.080% | |
1/27/2023 | Natixis Advisors L.P. | 55,821 | $648K | 0.0% | +4.5% | 0.211% | |
1/23/2023 | Parisi Gray Wealth Management | 22,000 | $255K | 0.1% | N/A | 0.083% | |
1/23/2023 | CPR Investments Inc. | 22,027 | $256K | 0.3% | -23.9% | 0.083% | |
1/18/2023 | Mckinley Capital Management LLC Delaware | 75,053 | $871K | 0.1% | N/A | 0.284% | |
1/12/2023 | Green Alpha Advisors LLC | 193,040 | $2.24M | 1.9% | +28.1% | 0.731% | |
11/15/2022 | Quadrature Capital Ltd | 32,268 | $323K | 0.0% | N/A | 0.122% | |
11/14/2022 | Virtus ETF Advisers LLC | 37,229 | $373K | 0.1% | -28.5% | 0.141% | |
11/8/2022 | Advisors Asset Management Inc. | 271,106 | $2.71M | 0.1% | +6.1% | 1.027% | |
11/7/2022 | Arete Wealth Advisors LLC | 10,126 | $101K | 0.0% | N/A | 0.038% | |
11/2/2022 | BDO Wealth Advisors LLC | 7,890 | $79K | 0.0% | +34.0% | 0.031% | |
11/2/2022 | ETF Store Inc. | 27,799 | $278K | 0.2% | +10.2% | 0.110% | |
11/1/2022 | Great West Life Assurance Co. Can | 23,251 | $231K | 0.0% | N/A | 0.092% | |
11/1/2022 | Creative Financial Designs Inc. ADV | 10,007 | $100K | 0.0% | +13.3% | 0.039% | |
10/31/2022 | Graypoint LLC | 29,000 | $290K | 0.0% | N/A | 0.114% | |
10/27/2022 | Gitterman Wealth Management LLC | 38,996 | $390K | 0.4% | +17.1% | 0.154% | |
10/14/2022 | Green Alpha Advisors LLC | 150,659 | $1.51M | 1.3% | -74.6% | 0.594% | |
10/7/2022 | Mackenzie Financial Corp | 42,989 | $430K | 0.0% | -26.2% | 0.169% | |
9/9/2022 | B. Riley Wealth Management Inc. | 8,354 | $88.64M | 0.1% | N/A | 0.033% | |
8/25/2022 | BDO Wealth Advisors LLC | 5,890 | $68K | 0.0% | +146.4% | 0.023% | |
8/12/2022 | Virtus ETF Advisers LLC | 52,073 | $601K | 0.2% | +42.9% | 0.205% | |
8/11/2022 | CPR Investments Inc. | 47,460 | $548K | 0.8% | +5.5% | 0.187% | |
8/10/2022 | Mackenzie Financial Corp | 58,271 | $672K | 0.0% | -37.3% | 0.230% | |
8/8/2022 | Eqis Capital Management Inc. | 182,790 | $2.11M | 0.2% | -4.8% | 0.720% | |
8/8/2022 | Advisors Asset Management Inc. | 255,584 | $2.95M | 0.1% | -2.7% | 1.007% | |
8/3/2022 | Gitterman Wealth Management LLC | 33,297 | $381K | 0.4% | -7.4% | 0.139% | |
8/2/2022 | Belpointe Asset Management LLC | 19,962 | $230K | 0.0% | -17.4% | 0.083% | |
8/2/2022 | ETF Store Inc. | 25,223 | $303K | 0.2% | +11.4% | 0.105% | |
7/27/2022 | Alphastar Capital Management LLC | 10,020 | $116K | 0.0% | N/A | 0.042% | |
7/8/2022 | Green Alpha Advisors LLC | 592,570 | $6.84M | 1.6% | +364.2% | 2.471% | |
5/12/2022 | Gitterman Wealth Management LLC | 35,949 | $467K | 0.4% | +11.5% | 0.150% | |
5/12/2022 | Shelton Capital Management | 410,000 | $5.70M | 0.2% | +8.5% | 1.710% | |
5/11/2022 | Nia Impact Advisors LLC | 10,041 | $140K | 0.1% | N/A | 0.042% | |
5/9/2022 | Brown Advisory Securities LLC | 14,262 | $199K | 0.1% | -8.9% | 0.059% | |
5/6/2022 | CPR Investments Inc. | 44,980 | $625K | 0.5% | +31.5% | 0.188% | |
5/5/2022 | Wilbanks Smith & Thomas Asset Management LLC | 10,000 | $128K | 0.0% | N/A | 0.042% | |
5/4/2022 | Commonwealth Equity Services LLC | 22,669 | $315K | 0.0% | +12.5% | 0.095% | |
5/2/2022 | National Asset Management Inc. | 10,385 | $145K | 0.0% | N/A | 0.043% | |
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. |
4/28/2022 | Belpointe Asset Management LLC | 24,162 | $336K | 0.0% | +89.5% | 0.113% | |
4/19/2022 | Green Alpha Advisors LLC | 127,663 | $1.78M | 1.2% | +4.6% | 0.595% | |
4/12/2022 | First Affirmative Financial Network | 15,559 | $216K | 0.2% | +45.6% | 0.072% | |
2/16/2022 | ETF Store Inc. | 22,234 | $355K | 0.3% | N/A | 0.109% | |
2/15/2022 | First Affirmative Financial Network | 10,683 | $170K | 0.2% | N/A | 0.052% | |
2/15/2022 | Advisors Asset Management Inc. | 249,486 | $3.97M | 0.1% | +7.4% | 1.221% | |
2/14/2022 | Virtus ETF Advisers LLC | 27,718 | $441K | 0.2% | -11.2% | 0.136% | |
2/10/2022 | Tredje AP fonden | 40,000 | $4.31M | 0.1% | -33.3% | 0.196% | |
2/8/2022 | Natixis Advisors L.P. | 41,932 | $668K | 0.0% | +22.3% | 0.205% | |
2/4/2022 | Envestnet Asset Management Inc. | 26,118 | $416K | 0.0% | +14.2% | 0.128% | |