7/17/2025 | Janney Montgomery Scott LLC | 45,664 | $1.82M | 0.0% | -13.1% | 0.324% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 8,010 | $328K | 0.0% | -58.9% | 0.057% | |
5/8/2025 | Arkadios Wealth Advisors | 14,603 | $598K | 0.0% | +39.5% | 0.103% | |
4/17/2025 | Janney Montgomery Scott LLC | 52,572 | $2.15M | 0.0% | -6.1% | 0.391% | |
2/17/2025 | Baird Financial Group Inc. | 26,016 | $998K | 0.0% | N/A | 0.198% | |
2/17/2025 | Ameriprise Financial Inc. | 21,608 | $829K | 0.0% | +5.7% | 0.164% | |
1/29/2025 | Mill Creek Capital Advisors LLC | 19,486 | $747K | 0.0% | -27.3% | 0.146% | |
1/15/2025 | Arkadios Wealth Advisors | 10,471 | $402K | 0.0% | +11.4% | 0.076% | |
12/26/2024 | JPMorgan Chase & Co. | 60,573 | $2.47M | 0.0% | +8.6% | 0.419% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 26,788 | $1.09M | 0.0% | -6.5% | 0.185% | |
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10/24/2024 | Arkadios Wealth Advisors | 9,398 | $383K | 0.0% | +23.7% | 0.065% | |
8/14/2024 | Mill Creek Capital Advisors LLC | 28,661 | $1.03M | 0.0% | -88.6% | 0.183% | |
7/9/2024 | Lynx Investment Advisory | 2,680 | $96K | 0.1% | N/A | 0.017% | |
5/17/2024 | Comerica Bank | 6,579 | $242K | 0.0% | -13.7% | 0.039% | |
4/30/2024 | Arkadios Wealth Advisors | 7,530 | $277K | 0.0% | -17.8% | 0.044% | |
3/4/2024 | Vima LLC | 929 | $34K | 0.1% | N/A | 0.004% | |
1/30/2024 | S. R. Schill & Associates | 5,649 | $205K | 0.1% | N/A | 0.024% | |
1/4/2024 | Arden Trust Co | 112,940 | $4.11M | 0.6% | +2.0% | 0.454% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 1,192,694 | $40.41M | 0.1% | -1.6% | 4.790% | |
10/24/2023 | Bank of New York Mellon Corp | 196,117 | $6.64M | 0.0% | -16.3% | 0.750% | |
10/10/2023 | Arden Trust Co | 110,694 | $3.75M | 0.6% | -5.5% | 0.414% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 1,211,971 | $44.44M | 0.1% | -2.1% | 4.208% | |
8/9/2023 | Flow Traders U.S. LLC | 31,376 | $1.15M | 0.1% | N/A | 0.109% | |
8/4/2023 | EverSource Wealth Advisors LLC | 915 | $34K | 0.0% | -50.9% | 0.003% | |
8/3/2023 | Bank of New York Mellon Corp | 234,288 | $8.59M | 0.0% | N/A | 0.815% | |
7/14/2023 | Arden Trust Co | 117,153 | $4.30M | 0.7% | +1.0% | 0.407% | |
5/2/2023 | Arkadios Wealth Advisors | 10,227 | $381K | 0.0% | -6.8% | 0.034% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 8,065 | $298K | 0.0% | +71.2% | 0.026% | |
4/17/2023 | Arden Trust Co | 115,967 | $4.32M | 0.8% | -35.1% | 0.385% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 9,301 | $354K | 0.0% | -53.1% | 0.036% | |
2/9/2023 | EverSource Wealth Advisors LLC | 1,865 | $71K | 0.0% | N/A | 0.007% | |
2/3/2023 | CX Institutional | 204,927 | $7.80M | 0.5% | +3.0% | 0.790% | |
1/26/2023 | Strategic Blueprint LLC | 5,738 | $218K | 0.0% | N/A | 0.022% | |
1/26/2023 | S. R. Schill & Associates | 5,704 | $217K | 0.1% | N/A | 0.022% | |
1/20/2023 | Arden Trust Co | 178,803 | $6.80M | 1.4% | -2.5% | 0.694% | |
1/9/2023 | MinichMacGregor Wealth Management LLC | 1,221 | $46K | 0.0% | N/A | 0.005% | |
10/21/2022 | Arkadios Wealth Advisors | 11,220 | $383K | 0.1% | +106.3% | 0.052% | |
10/20/2022 | Arden Trust Co | 183,315 | $6.26M | 1.6% | -12.4% | 0.853% | |
8/12/2022 | Strategic Blueprint LLC | 5,806 | $219K | 0.0% | -4.3% | 0.037% | |
8/12/2022 | Financial Engines Advisors L.L.C. | 1,378,077 | $51.91M | 0.2% | -4.0% | 8.722% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
7/13/2022 | ACG Wealth | 1,400 | $53K | 0.0% | N/A | 0.009% | |
7/12/2022 | Arden Trust Co | 209,165 | $7.88M | 1.8% | -11.5% | 1.307% | |
7/11/2022 | Gradient Investments LLC | 1,251,207 | $47.13M | 1.4% | +1.7% | 7.820% | |
5/27/2022 | CFS Investment Advisory Services LLC | 456,516 | $315K | 1.4% | +4,267.3% | 2.481% | |
5/26/2022 | Gradient Investments LLC | 1,230,628 | $48.84M | 1.3% | +1.5% | 6.688% | |
5/12/2022 | Financial Engines Advisors L.L.C. | 1,435,403 | $56.97M | 0.2% | -38.4% | 9.601% | |
5/12/2022 | Private Advisor Group LLC | 149,195 | $5.92M | 0.0% | +1.3% | 0.809% | |
5/12/2022 | Cambridge Trust Co. | 7,238 | $287K | 0.0% | N/A | 0.039% | |
5/11/2022 | Raymond James Financial Services Advisors Inc. | 223,848 | $8.88M | 0.0% | -4.6% | 1.213% | |
5/10/2022 | SILVER OAK SECURITIES Inc | 47,375 | $1.92M | 0.4% | N/A | 0.257% | |
5/10/2022 | Western Wealth Management LLC | 73,209 | $2.91M | 0.1% | +1,046.4% | 0.397% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 37,471 | $1.49M | 0.0% | +0.9% | 0.203% | |
5/9/2022 | CX Institutional | 128,488 | $5.10M | 0.4% | -29.4% | 0.696% | |
5/4/2022 | Advisor Group Holdings Inc. | 77,052 | $4.51M | 0.0% | +65.5% | 0.329% | |
5/4/2022 | Commonwealth Equity Services LLC | 432,087 | $17.15M | 0.0% | +7.9% | 1.847% | |
5/4/2022 | Envestnet Asset Management Inc. | 14,406 | $572K | 0.0% | +21.6% | 0.062% | |
5/2/2022 | XML Financial LLC | 267,502 | $10.62M | 1.3% | +2.0% | 1.454% | |
5/2/2022 | Arkadios Wealth Advisors | 5,589 | $222K | 0.0% | -78.4% | 0.030% | |
4/28/2022 | Sovereign Investment Advisors LLC | 132,931 | $5.28M | 2.1% | +0.8% | 0.726% | |
4/27/2022 | Avantax Advisory Services Inc. | 40,590 | $1.61M | 0.0% | +1.8% | 0.222% | |
4/26/2022 | Good Life Advisors LLC | 5,250 | $208K | 0.0% | N/A | 0.029% | |
4/26/2022 | Stratos Wealth Partners LTD. | 5,730 | $227K | 0.0% | -8.0% | 0.031% | |
4/22/2022 | Allworth Financial LP | 54,930 | $2.18M | 0.0% | +19.9% | 0.299% | |
4/13/2022 | Investors Research Corp | 3,382 | $134K | 0.0% | +23.3% | 0.018% | |
4/11/2022 | Arden Trust Co | 236,407 | $9.38M | 1.8% | -9.2% | 1.288% | |
3/7/2022 | Stephens Inc. AR | 19,150 | $767K | 0.0% | -5.0% | 0.105% | |
2/15/2022 | CFS Investment Advisory Services LLC | 10,453 | $411K | 0.1% | -12.5% | 0.054% | |
2/14/2022 | LPL Financial LLC | 295,572 | $11.84M | 0.0% | +3.4% | 1.539% | |
2/10/2022 | Private Advisor Group LLC | 147,252 | $5.90M | 0.0% | -3.2% | 0.767% | |
2/10/2022 | Financial Engines Advisors L.L.C. | 2,329,584 | $93.81M | 0.2% | -1.1% | 12.102% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 234,574 | $9.39M | 0.0% | -1.0% | 1.219% | |
2/8/2022 | Bank of America Corp DE | 348,066 | $13.94M | 0.0% | -0.3% | 1.808% | |
2/8/2022 | Raymond James & Associates | 52,353 | $2.10M | 0.0% | +9.4% | 0.272% | |
2/7/2022 | Sovereign Investment Advisors LLC | 131,902 | $5.28M | 2.1% | +0.6% | 0.685% | |
2/4/2022 | Envestnet Asset Management Inc. | 11,851 | $475K | 0.0% | +9.2% | 0.062% | |
2/3/2022 | Element Wealth LLC | 5,338 | $214K | 0.2% | N/A | 0.028% | |
2/3/2022 | Advisor Group Holdings Inc. | 46,570 | $1.87M | 0.0% | +1.6% | 0.243% | |
2/3/2022 | Arkadios Wealth Advisors | 25,819 | $1.03M | 0.1% | -5.0% | 0.124% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 37,122 | $1.49M | 0.0% | +17.8% | 0.178% | |
2/1/2022 | XML Financial LLC | 262,322 | $10.50M | 1.3% | +0.8% | 1.338% | |
1/31/2022 | Commonwealth Equity Services LLC | 400,602 | $16.04M | 0.0% | +9.0% | 2.044% | |
1/27/2022 | Investors Research Corp | 2,742 | $110K | 0.0% | +30.4% | 0.014% | |
1/27/2022 | Janney Montgomery Scott LLC | 140,326 | $5.62M | 0.0% | +1.5% | 0.721% | |
1/24/2022 | Arden Trust Co | 260,363 | $10.43M | 1.8% | -64.3% | 1.332% | |
1/24/2022 | Avantax Advisory Services Inc. | 39,877 | $1.60M | 0.0% | +2.4% | 0.204% | |
1/21/2022 | Allworth Financial LP | 45,810 | $1.83M | 0.0% | -5.6% | 0.234% | |
1/18/2022 | CX Institutional | 181,973 | $7.29M | 0.6% | +2.3% | 0.933% | |
1/14/2022 | Fundamentun LLC | 8,913 | $357K | 0.1% | +30.3% | 0.046% | |
1/12/2022 | Gradient Investments LLC | 1,212,939 | $48.57M | 1.2% | +17.6% | 6.285% | |
1/10/2022 | Patriot Financial Group Insurance Agency LLC | 2,047 | $82K | 0.0% | -51.0% | 0.011% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
12/8/2021 | Moors & Cabot Inc. | 35,000 | $30K | 0.0% | N/A | 0.179% | |
11/19/2021 | CFS Investment Advisory Services LLC | 11,953 | $430K | 0.1% | N/A | 0.061% | |
11/16/2021 | UBS Group AG | 347,909 | $12.52M | 0.0% | +0.5% | 1.775% | |
11/16/2021 | LPL Financial LLC | 285,810 | $10.29M | 0.0% | +7.7% | 1.458% | |
11/16/2021 | MML Investors Services LLC | 10,808 | $389K | 0.0% | +14.6% | 0.055% | |
11/15/2021 | Flow Traders U.S. LLC | 20,063 | $722K | 0.0% | +131.8% | 0.102% | |
11/15/2021 | Royal Bank of Canada | 116,789 | $4.20M | 0.0% | +4.2% | 0.596% | |
11/15/2021 | Morgan Stanley | 1,058,565 | $38.10M | 0.0% | -1.1% | 5.401% | |
11/15/2021 | Franklin Resources Inc. | 5,096,247 | $183.41M | 0.1% | N/A | 26.001% | |
11/10/2021 | CX Institutional | 177,827 | $6.40M | 0.5% | +17.0% | 0.894% | |