5/4/2024 | Noesis Capital Mangement Corp | 55,833 | $1.80M | 0.4% | -1.6% | 0.012% | |
5/4/2024 | Valley Wealth Managers Inc. | 36,434 | $1.17M | 0.1% | -6.6% | 0.008% | |
5/3/2024 | Wellington Shields & Co. LLC | 4,015 | $129K | 0.0% | +23.2% | 0.001% | |
5/3/2024 | United Community Bank | 38,202 | $1.23M | 0.5% | -11.2% | 0.008% | |
5/3/2024 | Whittier Trust Co. | 32,816 | $1.06M | 0.0% | -60.3% | 0.007% | |
5/2/2024 | Graypoint LLC | 80,310 | $2.59M | 0.2% | +4.3% | 0.018% | |
|
5/2/2024 | Haverford Trust Co | 29,748 | $959K | 0.0% | +3.9% | 0.006% | |
5/1/2024 | Janney Capital Management LLC | 59,227 | $1.91M | 0.1% | -15.3% | 0.013% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,391,966 | $44.86M | 0.1% | -7.3% | 0.304% | |
4/30/2024 | Arkadios Wealth Advisors | 35,207 | $1.14M | 0.1% | +60.6% | 0.008% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 9,266 | $299K | 0.1% | +9.5% | 0.002% | |
4/29/2024 | Greenleaf Trust | 958,520 | $30.89M | 0.3% | +32.2% | 0.209% | |
4/26/2024 | UMB Bank n.a. | 909 | $29K | 0.0% | -49.0% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 3,766 | $121K | 0.0% | N/A | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 3,445 | $111K | 0.0% | +568.9% | 0.001% | |
4/25/2024 | Triumph Capital Management | 14,178 | $458K | 0.2% | -11.7% | 0.003% | |
4/25/2024 | L.M. Kohn & Company | 13,619 | $439K | 0.1% | -25.7% | 0.003% | |
4/25/2024 | Summit Financial LLC | 44,580 | $1.44M | 0.1% | +24.5% | 0.010% | |
4/24/2024 | Private Trust Co. NA | 39,422 | $1.27M | 0.1% | +93.0% | 0.009% | |
4/24/2024 | SOL Capital Management CO | 84,180 | $2.71M | 0.3% | +8.5% | 0.018% | |
4/24/2024 | Essex Financial Services Inc. | 32,191 | $1.04M | 0.1% | -7.6% | 0.007% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 59,085 | $1.82M | 1.1% | +1.2% | 0.013% | |
4/23/2024 | Warner Financial Inc. | 10,000 | $322K | 0.2% | -4.3% | 0.002% | |
4/23/2024 | Bank of Stockton | 122,645 | $3.95M | 1.2% | +1.7% | 0.027% | |
4/23/2024 | Rebalance LLC | 413,676 | $13.33M | 1.1% | -4.6% | 0.090% | |
4/23/2024 | Wendell David Associates Inc. | 99,062 | $3.19M | 0.3% | -24.5% | 0.022% | |
4/22/2024 | Oakworth Capital Inc. | 1,833 | $59K | 0.0% | -35.8% | 0.000% | |
4/19/2024 | Redmont Wealth Advisors LLC | 128,152 | $4.13M | 5.7% | +25.7% | 0.028% | |
4/19/2024 | Carret Asset Management LLC | 22,316 | $719K | 0.1% | +7.2% | 0.005% | |
4/18/2024 | Fifth Third Securities Inc. | 77,376 | $2.49M | 0.2% | -7.4% | 0.017% | |
4/17/2024 | Burns J W & Co. Inc. NY | 17,692 | $570K | 0.1% | -19.9% | 0.004% | |
4/16/2024 | Independence Bank of Kentucky | 49,245 | $1.59M | 0.5% | -1.9% | 0.011% | |
4/16/2024 | Webster Bank N. A. | 1,867 | $60K | 0.0% | +34.8% | 0.000% | |
4/16/2024 | Financial Management Professionals Inc. | 6,445 | $208K | 0.0% | +18.9% | 0.001% | |
4/16/2024 | Atlantic Union Bankshares Corp | 18,982 | $612K | 0.1% | +5.6% | 0.004% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,750 | $56K | 0.0% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 22,761 | $734K | 0.1% | -2.0% | 0.005% | |
4/13/2024 | Parkside Investments LLC | 307,967 | $9.93M | 1.6% | -1.0% | 0.066% | |
4/12/2024 | AdvisorNet Financial Inc | 3,938 | $127K | 0.0% | +11.4% | 0.001% | |
4/11/2024 | Congress Asset Management Co. MA | 95,738 | $3.09M | 0.0% | -2.7% | 0.021% | |
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4/11/2024 | Fortitude Family Office LLC | 10,242 | $330K | 0.2% | -14.3% | 0.002% | |
4/10/2024 | Red Spruce Capital LLC | 19,387 | $625K | 0.3% | +9.7% | 0.004% | |
4/9/2024 | Montecito Bank & Trust | 41,517 | $1.34M | 0.3% | -7.8% | 0.009% | |
4/9/2024 | Osher Van de Voorde Investment Management | 253,900 | $8.18M | 1.9% | -12.1% | 0.055% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 122,396 | $3.95M | 0.1% | +4.0% | 0.026% | |
4/8/2024 | Bath Savings Trust Co | 45,928 | $1.48M | 0.2% | -3.3% | 0.010% | |
4/5/2024 | First Hawaiian Bank | 29,633 | $955K | 0.0% | -1.4% | 0.006% | |
4/5/2024 | GAMMA Investing LLC | 25,078 | $808K | 0.2% | N/A | 0.006% | |
4/5/2024 | NBC Securities Inc. | 56,049 | $1.82M | 0.2% | -2.9% | 0.013% | |
4/5/2024 | Madison Park Capital Advisors LLC | 6,371 | $205K | 0.2% | N/A | 0.001% | |
4/5/2024 | VERITY Wealth Advisors | 18,378 | $592K | 0.5% | +108.4% | 0.004% | |
4/3/2024 | Peoples Bank KS | 132,295 | $4.26M | 3.3% | -1.6% | 0.030% | |
4/2/2024 | ST Germain D J Co. Inc. | 78,760 | $2.54M | 0.1% | +10.2% | 0.018% | |
4/2/2024 | M&R Capital Management Inc. | 950 | $31K | 0.0% | +280.0% | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 9,924 | $310K | 0.0% | N/A | 0.002% | |
3/4/2024 | Congress Asset Management Co. MA | 98,363 | $3.07M | 0.0% | -15.8% | 0.022% | |
3/4/2024 | Vima LLC | 1,290 | $40K | 0.1% | N/A | 0.000% | |
2/20/2024 | Able Wealth Management LLC | 4,208 | $131K | 0.1% | N/A | 0.001% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 495,192 | $15.45M | 0.6% | N/A | 0.112% | |
2/15/2024 | Cohen & Steers Inc. | 5,541,190 | $172.83M | 0.3% | +8,108.7% | 1.254% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 7,930 | $247K | 0.1% | N/A | 0.002% | |
2/14/2024 | Waterloo Capital L.P. | 6,452 | $201K | 0.0% | N/A | 0.001% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 19,700 | $614K | 0.0% | -28.1% | 0.004% | |
2/13/2024 | CIBC Private Wealth Group LLC | 224,118 | $6.99M | 0.0% | +26.4% | 0.051% | |
2/13/2024 | SWS Partners | 12,025 | $375K | 0.1% | +3.1% | 0.003% | |
2/13/2024 | United Community Bank | 43,039 | $1.34M | 0.6% | -14.2% | 0.010% | |
2/13/2024 | Rathbones Group PLC | 11,207 | $350K | 0.0% | -5.5% | 0.003% | |
2/12/2024 | Tradition Wealth Management LLC | 17,072 | $532K | 0.1% | -5.8% | 0.004% | |
2/12/2024 | Brown Brothers Harriman & Co. | 850 | $27K | 0.0% | N/A | 0.000% | |
2/12/2024 | Douglass Winthrop Advisors LLC | 8,200 | $256K | 0.0% | +10.8% | 0.002% | |
2/12/2024 | Staley Capital Advisers Inc. | 21,200 | $661K | 0.0% | -14.2% | 0.005% | |
2/12/2024 | Parallel Advisors LLC | 134,333 | $4.19M | 0.1% | -8.2% | 0.030% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 13,304 | $415K | 0.0% | +3.7% | 0.003% | |
2/9/2024 | HCR Wealth Advisors | 40,855 | $1.27M | 0.2% | -14.5% | 0.009% | |
2/9/2024 | AXS Investments LLC | 70,000 | $2.18M | 0.5% | +27.3% | 0.016% | |
2/9/2024 | Capital Management Associates NY | 2,148 | $67K | 0.1% | N/A | 0.000% | |
2/9/2024 | L.M. Kohn & Company | 18,332 | $572K | 0.2% | -4.4% | 0.004% | |
2/9/2024 | Clearbridge Investments LLC | 89,782 | $2.80M | 0.0% | -19.2% | 0.020% | |
2/8/2024 | Kickstand Ventures LLC. | 142,650 | $4.45M | 1.3% | N/A | 0.032% | |
2/8/2024 | Janney Capital Management LLC | 69,896 | $2.18M | 0.1% | N/A | 0.016% | |
2/8/2024 | Janney Montgomery Scott LLC | 1,501,951 | $46.85M | 0.2% | +10.6% | 0.340% | |
2/8/2024 | Nvwm LLC | 4,254 | $133K | 0.0% | -38.8% | 0.001% | |
2/8/2024 | Ironwood Investment Counsel LLC | 19,105 | $596K | 0.1% | -15.0% | 0.004% | |
2/8/2024 | King Wealth Management Group | 41,443 | $1.29M | 0.2% | -0.9% | 0.009% | |
2/7/2024 | NBC Securities Inc. | 57,697 | $1.80M | 0.2% | +12.2% | 0.013% | |
2/7/2024 | Valley Wealth Managers Inc. | 39,001 | $1.22M | 0.1% | -4.0% | 0.009% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 22,100 | $689K | 0.0% | +509.0% | 0.005% | |
2/7/2024 | BNP Paribas Financial Markets | 11,418 | $356K | 0.0% | -97.7% | 0.003% | |
2/7/2024 | Sonata Capital Group Inc. | 22,973 | $717K | 0.4% | -9.6% | 0.005% | |
2/7/2024 | Mount Lucas Management LP | 83,264 | $2.60M | 0.7% | +38.5% | 0.019% | |
Urgent Nvidia Warning (Ad) Could Steve Job's 'Final Prophecy' Make You Rich?
Just before he died, Steve Jobs issued a "Final Prophecy" that's now coming true... and making some people rich. In one recent 90-day stretch, 50 companies related to Jobs' "Final Prophecy" soared by 100% or more. What was Steve Jobs' last big prediction, and how can you get in on it? Professor Joel Litman explains everything... including the surprising group of stocks moving higher, and his No. 1 favorite stock in this space. Click here to access… |
2/7/2024 | Ethos Financial Group LLC | 12,395 | $386K | 0.1% | +13.1% | 0.003% | |
2/6/2024 | Noesis Capital Mangement Corp | 56,713 | $1.77M | 0.4% | +2.1% | 0.013% | |
2/6/2024 | SouthState Corp | 103,322 | $3.22M | 0.3% | -7.8% | 0.023% | |
2/6/2024 | Fisher Asset Management LLC | 9,924 | $310K | 0.0% | N/A | 0.002% | |
2/6/2024 | Summit Financial LLC | 35,813 | $1.12M | 0.1% | -41.3% | 0.008% | |
2/6/2024 | Essex Financial Services Inc. | 34,855 | $1.09M | 0.1% | -10.8% | 0.008% | |
2/5/2024 | Triumph Capital Management | 16,050 | $501K | 0.2% | -30.0% | 0.004% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 17,241 | $538K | 0.1% | N/A | 0.004% | |
2/5/2024 | Hexagon Capital Partners LLC | 9,832 | $307K | 0.1% | -19.0% | 0.002% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 22,100 | $689K | 0.2% | +509.0% | 0.005% | |