9/5/2024 | Sanctuary Advisors LLC | 34,883 | $4.40M | 0.0% | N/A | 0.076% | |
8/27/2024 | Dana Investment Advisors Inc. | 3,148 | $404K | 0.0% | +15.1% | 0.007% | |
8/22/2024 | Cetera Investment Advisers | 117,915 | $15.14M | 0.0% | -17.5% | 0.256% | |
8/21/2024 | SPC Financial Inc. | 200,020 | $25.69M | 2.4% | +0.3% | 0.434% | |
8/21/2024 | Truist Financial Corp | 154,181 | $19.80M | 0.0% | +1.3% | 0.334% | |
8/19/2024 | EP Wealth Advisors LLC | 7,033 | $903K | 0.0% | +15.5% | 0.015% | |
|
8/19/2024 | B. Riley Wealth Advisors Inc. | 3,897 | $501K | 0.0% | -20.3% | 0.008% | |
8/16/2024 | Regal Investment Advisors LLC | 10,395 | $1.34M | 0.1% | +2.9% | 0.023% | |
8/16/2024 | Sunbelt Securities Inc. | 34,595 | $4.44M | 0.5% | +1.1% | 0.075% | |
8/16/2024 | NewEdge Advisors LLC | 9,570 | $1.23M | 0.0% | -1.7% | 0.021% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 463,739 | $59.56M | 0.1% | +5.0% | 1.006% | |
8/16/2024 | Northeast Financial Consultants Inc | 19,995 | $2.57M | 0.1% | -4.0% | 0.043% | |
8/16/2024 | Creative Planning | 75,916 | $9.75M | 0.0% | -1.3% | 0.165% | |
8/15/2024 | Daymark Wealth Partners LLC | 7,904 | $1.02M | 0.0% | N/A | 0.017% | |
8/14/2024 | Bank of Montreal Can | 38,428 | $4.99M | 0.0% | -2.3% | 0.083% | |
8/13/2024 | Asset Management Group Inc. | 38,943 | $5.00M | 0.9% | -1.1% | 0.084% | |
8/13/2024 | Etfidea LLC | 60,493 | $7.77M | 2.6% | +1.3% | 0.131% | |
8/13/2024 | Bridges Investment Management Inc. | 6,106 | $784K | 0.0% | +146.8% | 0.013% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 7,468 | $959K | 0.3% | +13.4% | 0.016% | |
8/12/2024 | Kendall Capital Management | 3,870 | $497K | 0.2% | N/A | 0.008% | |
8/12/2024 | Blair William & Co. IL | 11,167 | $1.43M | 0.0% | -9.5% | 0.024% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 32,717 | $4.20M | 0.0% | +1.0% | 0.071% | |
8/9/2024 | Peregrine Asset Advisers Inc. | 8,685 | $1.12M | 0.4% | -1.3% | 0.019% | |
8/9/2024 | Moors & Cabot Inc. | 7,851 | $1.01M | 0.1% | +26.9% | 0.017% | |
8/9/2024 | Renaissance Technologies LLC | 5,900 | $758K | 0.0% | +195.0% | 0.013% | |
8/9/2024 | Citizens Financial Group Inc. RI | 5,860 | $753K | 0.0% | +32.6% | 0.013% | |
8/9/2024 | One Capital Management LLC | 326,869 | $41.98M | 1.4% | +0.4% | 0.709% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 14,965 | $1.92M | 0.0% | -32.2% | 0.032% | |
8/9/2024 | Spectrum Wealth Counsel LLC | 2,699 | $347K | 0.0% | -6.9% | 0.006% | |
8/8/2024 | J.W. Cole Advisors Inc. | 45,749 | $5.88M | 0.3% | +0.2% | 0.099% | |
8/8/2024 | American Financial & Tax Strategies Inc. | 17,273 | $2.22M | 1.2% | -2.2% | 0.037% | |
8/8/2024 | Envestnet Asset Management Inc. | 304,255 | $39.08M | 0.0% | -2.3% | 0.660% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 199,301 | $25.60M | 0.3% | N/A | 0.432% | |
8/8/2024 | GHP Investment Advisors Inc. | 167,052 | $21.46M | 1.1% | -0.7% | 0.362% | |
8/8/2024 | Main Street Financial Solutions LLC | 5,638 | $724K | 0.1% | +9.9% | 0.012% | |
8/8/2024 | Eagle Strategies LLC | 2,786 | $358K | 0.1% | -8.8% | 0.006% | |
8/8/2024 | BOKF NA | 40,194 | $5.16M | 0.1% | -0.9% | 0.087% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 1,054 | $135K | 0.1% | +15.6% | 0.002% | |
8/8/2024 | Schneider Downs Wealth Management Advisors LP | 121,064 | $15.55M | 3.5% | +4.1% | 0.263% | |
8/8/2024 | LPL Financial LLC | 781,445 | $100.36M | 0.0% | +1.6% | 1.695% | |
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8/8/2024 | HHM Wealth Advisors LLC | 263 | $34K | 0.0% | N/A | 0.001% | |
8/7/2024 | Hutchinson Capital Management CA | 7,465 | $959K | 0.2% | N/A | 0.016% | |
8/7/2024 | Blue Edge Capital LLC | 23,374 | $3.00M | 0.5% | -1.8% | 0.051% | |
8/7/2024 | Choreo LLC | 5,245 | $670K | 0.0% | +109.5% | 0.011% | |
8/7/2024 | Wedbush Securities Inc. | 3,160 | $406K | 0.0% | +8.5% | 0.007% | |
8/6/2024 | Fiducient Advisors LLC | 2,563 | $329K | 0.0% | N/A | 0.006% | |
8/6/2024 | Strategic Financial Concepts LLC | 85,729 | $110K | 0.0% | N/A | 0.186% | |
8/6/2024 | Great Lakes Advisors LLC | 44,898 | $5.77M | 0.1% | -0.5% | 0.097% | |
8/6/2024 | Savant Capital LLC | 73,329 | $9.42M | 0.1% | -8.0% | 0.159% | |
8/5/2024 | Private Advisor Group LLC | 32,674 | $4.20M | 0.0% | -0.7% | 0.071% | |
8/5/2024 | Parkside Financial Bank & Trust | 9,594 | $1.23M | 0.2% | -39.2% | 0.021% | |
8/3/2024 | 9258 Wealth Management LLC | 3,090 | $397K | 0.1% | -13.4% | 0.007% | |
8/2/2024 | Larson Financial Group LLC | 19,947 | $2.56M | 0.2% | -2.2% | 0.043% | |
8/2/2024 | Foundations Investment Advisors LLC | 9,922 | $1.27M | 0.0% | +401.6% | 0.022% | |
8/2/2024 | Pacific Financial Group Inc. | 17,143 | $2.20M | 1.6% | -3.1% | 0.037% | |
8/1/2024 | Guidance Capital Inc. | 4,290 | $607K | 0.2% | -3.7% | 0.009% | |
8/1/2024 | Crestwood Advisors Group LLC | 18,534 | $2.38M | 0.0% | +2.5% | 0.040% | |
8/1/2024 | Financial Counselors Inc. | 8,206 | $1.05M | 0.0% | +5.5% | 0.018% | |
8/1/2024 | Broadview Financial Management LLC | 21,087 | $2.71M | 2.0% | -1.2% | 0.046% | |
8/1/2024 | Valmark Advisers Inc. | 1,849 | $237K | 0.0% | -8.1% | 0.004% | |
8/1/2024 | Stevens Capital Partners | 8,164 | $1.05M | 0.5% | -6.4% | 0.018% | |
8/1/2024 | Palisades Hudson Asset Management L.P. | 102,047 | $13.11M | 6.0% | -0.1% | 0.222% | |
7/31/2024 | Essex Financial Services Inc. | 2,510 | $322K | 0.0% | +29.8% | 0.005% | |
7/31/2024 | Shoker Investment Counsel Inc. | 4,715 | $606K | 0.2% | -4.7% | 0.010% | |
7/31/2024 | Taylor Financial Group Inc. | 14,086 | $1.81M | 1.4% | +5.8% | 0.031% | |
7/31/2024 | Catalytic Wealth RIA LLC | 2,074 | $266K | 0.1% | +14.3% | 0.005% | |
7/31/2024 | Commonwealth Equity Services LLC | 378,067 | $48.56M | 0.1% | +3.0% | 0.822% | |
7/31/2024 | NBT Bank N A NY | 34,803 | $4.47M | 0.3% | +10.6% | 0.076% | |
7/31/2024 | IFG Advisory LLC | 4,084 | $525K | 0.0% | N/A | 0.009% | |
7/31/2024 | Baltimore Washington Financial Advisors Inc. | 108,971 | $14.00M | 0.8% | -1.6% | 0.237% | |
7/31/2024 | Concurrent Investment Advisors LLC | 42,182 | $5.42M | 0.2% | +9.0% | 0.092% | |
7/31/2024 | Rothschild Investment LLC | 496 | $64K | 0.0% | N/A | 0.001% | |
7/30/2024 | Cassaday & Co Wealth Management LLC | 61,548 | $7.91M | 0.2% | -0.3% | 0.134% | |
7/30/2024 | Sterling Financial Planning Inc. | 109,915 | $14.12M | 5.7% | +1.3% | 0.239% | |
7/30/2024 | Kings Path Partners LLC | 546 | $70K | 0.0% | N/A | 0.001% | |
7/30/2024 | Centerpoint Advisors LLC | 48,431 | $6.22M | 2.2% | -1.7% | 0.105% | |
7/30/2024 | International Assets Investment Management LLC | 214 | $27K | 0.0% | N/A | 0.000% | |
7/29/2024 | Modera Wealth Management LLC | 13,801 | $1.77M | 0.0% | +14.5% | 0.030% | |
7/29/2024 | Sonata Capital Group Inc. | 14,805 | $1.90M | 1.0% | +19.0% | 0.032% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 18,895 | $2.43M | 0.2% | -2.2% | 0.041% | |
7/29/2024 | UMB Bank n.a. | 66,345 | $8.52M | 0.1% | -9.9% | 0.144% | |
7/29/2024 | FAS Wealth Partners Inc. | 4,774 | $613K | 0.1% | +2.5% | 0.010% | |
7/29/2024 | Ameritas Advisory Services LLC | 4,284 | $550K | 0.0% | -4.8% | 0.009% | |
7/29/2024 | Bfsg LLC | 14,642 | $1.88M | 0.2% | +15,990.1% | 0.032% | |
7/29/2024 | Arkadios Wealth Advisors | 16,413 | $2.11M | 0.1% | +0.7% | 0.036% | |
7/29/2024 | Financial Advocates Investment Management | 25,976 | $3.34M | 0.2% | -5.7% | 0.057% | |
7/27/2024 | 1834 Investment Advisors Co. | 37,887 | $4.87M | 0.6% | -2.4% | 0.082% | |
7/27/2024 | Guidance Point Advisors LLC | 33,190 | $4.26M | 1.3% | +0.2% | 0.072% | |
7/27/2024 | Whitaker Myers Wealth Managers LTD. | 2,007 | $258K | 0.1% | -67.5% | 0.004% | |
7/26/2024 | Breakwater Capital Group | 2,745 | $353K | 0.1% | +3.0% | 0.006% | |
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This $2 trillion D.C. shock is NOT about Trump or Biden dropping out of the race… Click here to see a unique election-year trade |
7/26/2024 | Eagle Bay Advisors LLC | 2,068 | $266K | 0.2% | +6.5% | 0.005% | |
7/26/2024 | Atomi Financial Group Inc. | 52,924 | $6.80M | 0.5% | +62.5% | 0.115% | |
7/26/2024 | Dearborn Partners LLC | 4,242 | $545K | 0.0% | +55.0% | 0.009% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 6,316 | $811K | 0.0% | -3.9% | 0.014% | |
7/26/2024 | Bank of New York Mellon Corp | 127,426 | $16.37M | 0.0% | -0.9% | 0.277% | |
7/26/2024 | Salomon & Ludwin LLC | 79,914 | $10.26M | 1.1% | -25.7% | 0.174% | |
7/26/2024 | Patten Group Inc. | 5,686 | $730K | 0.2% | +7.1% | 0.012% | |
7/25/2024 | Capital Advisors Ltd. LLC | 78,258 | $10.05M | 1.3% | -1.7% | 0.170% | |
7/25/2024 | Sigma Investment Counselors Inc. | 2,786 | $358K | 0.0% | -11.2% | 0.006% | |
7/25/2024 | Forbes Financial Planning Inc. | 20,386 | $2.62M | 2.1% | -3.7% | 0.044% | |