4/23/2024 | United Asset Strategies Inc. | 6,863 | $238K | 0.0% | N/A | 0.031% | |
4/23/2024 | Bluesphere Advisors LLC | 12,568 | $436K | 0.2% | -16.9% | 0.057% | |
4/23/2024 | Gerber LLC | 7,312 | $254K | 0.2% | -14.5% | 0.033% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 141,180 | $4.90M | 0.0% | -5.6% | 0.640% | |
4/22/2024 | PFG Investments LLC | 61,666 | $2.14M | 0.1% | +4.8% | 0.280% | |
4/16/2024 | Colorado Capital Management Inc. | 27,057 | $938K | 0.5% | +9.3% | 0.121% | |
|
4/12/2024 | Central Valley Advisors LLC | 10,798 | $374K | 0.2% | -5.1% | 0.048% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,151 | $40K | 0.0% | +64.2% | 0.005% | |
4/11/2024 | City Holding Co. | 2,705 | $94K | 0.0% | -64.6% | 0.012% | |
4/1/2024 | Park National Corp OH | 16,772 | $582K | 0.0% | -2.2% | 0.065% | |
3/22/2024 | PNC Financial Services Group Inc. | 8,225 | $347K | 0.0% | +50.2% | 0.032% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 10,238 | $432K | 0.0% | -14.5% | 0.040% | |
3/14/2024 | Leo Wealth LLC | 5,561 | $234K | 0.0% | N/A | 0.022% | |
3/5/2024 | Gerber LLC | 8,551 | $361K | 0.3% | N/A | 0.033% | |
2/28/2024 | Bbjs Financial Advisors LLC | 1,526 | $64K | 0.0% | +158.6% | 0.006% | |
2/26/2024 | Syon Capital LLC | 15,010 | $633K | 0.1% | N/A | 0.058% | |
2/20/2024 | Able Wealth Management LLC | 1,083 | $46K | 0.0% | N/A | 0.004% | |
2/14/2024 | Mmbg Investment Advisors CO. | 7,150 | $302K | 0.0% | +126.3% | 0.028% | |
2/13/2024 | CIBC Private Wealth Group LLC | 667,633 | $28.15M | 0.1% | -27.8% | 2.598% | |
2/13/2024 | Jones Financial Companies Lllp | 5,700 | $240K | 0.0% | -16.6% | 0.022% | |
2/12/2024 | Tradition Wealth Management LLC | 2,750 | $116K | 0.0% | +1,275.0% | 0.011% | |
2/12/2024 | Camden National Bank | 7,029 | $296K | 0.1% | -10.0% | 0.027% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 17,530 | $739K | 0.0% | -31.0% | 0.068% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 17,330 | $731K | 0.0% | N/A | 0.067% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 90,822 | $3.83M | 0.0% | -14.6% | 0.353% | |
2/9/2024 | WBI Investments LLC | 12,251 | $517K | 0.1% | +108.1% | 0.048% | |
2/9/2024 | Central Valley Advisors LLC | 11,378 | $480K | 0.3% | N/A | 0.044% | |
2/9/2024 | Milestone Investment Advisors LLC | 25,917 | $1.09M | 0.3% | N/A | 0.101% | |
2/9/2024 | D.A. Davidson & CO. | 7,829 | $330K | 0.0% | -19.9% | 0.030% | |
2/9/2024 | Wells Fargo & Company MN | 317,100 | $13.37M | 0.0% | -19.3% | 1.234% | |
2/9/2024 | Paragon Private Wealth Management LLC | 11,563 | $488K | 0.3% | -11.5% | 0.045% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 9,261 | $391K | 0.0% | -27.9% | 0.036% | |
2/9/2024 | UBS Group AG | 423,946 | $17.88M | 0.0% | -21.0% | 1.650% | |
2/9/2024 | PNC Financial Services Group Inc. | 8,225 | $347K | 0.0% | +50.2% | 0.032% | |
2/8/2024 | Financial Advocates Investment Management | 7,118 | $300K | 0.0% | -19.0% | 0.028% | |
2/8/2024 | Beacon Pointe Advisors LLC | 6,172 | $260K | 0.0% | N/A | 0.024% | |
2/8/2024 | Janney Montgomery Scott LLC | 14,409 | $608K | 0.0% | -25.3% | 0.056% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 32,146 | $1.36M | 0.0% | -39.5% | 0.125% | |
2/7/2024 | Avantax Advisory Services Inc. | 22,148 | $934K | 0.0% | -17.8% | 0.086% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 7,135 | $301K | 0.0% | +37.6% | 0.028% | |
Protect Your Bank Account Before It’s Too Late (Ad) For months I’ve been warning about the federal government’s terrifying new program to control every American’s bank account.
It gives them the power to monitor every single transaction … Stop right now and do these 3 things to protect yourself |
2/7/2024 | NBC Securities Inc. | 4,715 | $198K | 0.0% | -11.9% | 0.018% | |
2/7/2024 | BNP Paribas Financial Markets | 114,081 | $4.81M | 0.0% | +43.0% | 0.444% | |
2/7/2024 | Berger Financial Group Inc | 5,956 | $251K | 0.0% | -19.2% | 0.023% | |
2/7/2024 | Principal Securities Inc. | 3,336 | $141K | 0.0% | N/A | 0.013% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 1,986 | $84K | 0.0% | -15.1% | 0.008% | |
2/7/2024 | Wealthspire Advisors LLC | 176,477 | $7.44M | 0.1% | -18.5% | 0.687% | |
2/6/2024 | EdgeRock Capital LLC | 2,323 | $98K | 0.1% | N/A | 0.009% | |
2/6/2024 | Private Advisor Group LLC | 53,278 | $2.24M | 0.0% | +66.3% | 0.207% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 15,931 | $672K | 0.0% | +8.4% | 0.062% | |
2/6/2024 | SRS Capital Advisors Inc. | 6,802 | $287K | 0.0% | +284.9% | 0.026% | |
2/6/2024 | DiNuzzo Private Wealth Inc. | 1,145 | $48K | 0.0% | N/A | 0.004% | |
2/5/2024 | Kestra Private Wealth Services LLC | 15,296 | $645K | 0.0% | -51.3% | 0.060% | |
2/5/2024 | Bluesphere Advisors LLC | 15,119 | $638K | 0.4% | -21.2% | 0.059% | |
2/2/2024 | Truist Financial Corp | 5,797 | $244K | 0.0% | -45.6% | 0.022% | |
2/2/2024 | TAP Consulting LLC | 31,155 | $1.31M | 0.3% | +2.0% | 0.121% | |
2/2/2024 | Syon Capital LLC | 15,010 | $633K | 0.0% | N/A | 0.058% | |
2/2/2024 | Eley Financial Management Inc | 6,127 | $258K | 0.1% | -56.7% | 0.024% | |
2/2/2024 | Atria Wealth Solutions Inc. | 75,058 | $3.17M | 0.0% | -11.8% | 0.290% | |
2/1/2024 | Sigma Planning Corp | 9,133 | $385K | 0.0% | -64.0% | 0.035% | |
2/1/2024 | CWM LLC | 15,577 | $657K | 0.0% | +3.2% | 0.060% | |
1/31/2024 | Hunter Associates Investment Management LLC | 14,551 | $610K | 0.1% | +64.3% | 0.056% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 16,591 | $700K | 0.1% | -5.5% | 0.064% | |
1/31/2024 | Western Wealth Management LLC | 8,922 | $376K | 0.0% | -8.4% | 0.035% | |
1/30/2024 | SVB Wealth LLC | 40,069 | $1.69M | 0.0% | -32.3% | 0.155% | |
1/30/2024 | Capital Analysts LLC | 11,349 | $479K | 0.0% | +16.0% | 0.044% | |
1/29/2024 | Essex LLC | 5,732 | $242K | 0.1% | -30.9% | 0.022% | |
1/29/2024 | Meitav Investment House Ltd. | 46,560 | $1.96M | 0.0% | -34.7% | 0.180% | |
1/29/2024 | Money Design Co. Ltd. | 135,836 | $5.73M | 0.3% | -18.5% | 0.525% | |
1/26/2024 | Toth Financial Advisory Corp | 1,908 | $80K | 0.0% | +1,002.9% | 0.007% | |
1/25/2024 | HBK Sorce Advisory LLC | 7,072 | $298K | 0.0% | +8.3% | 0.027% | |
1/25/2024 | International Assets Investment Management LLC | 22,645 | $955K | 0.0% | N/A | 0.087% | |
1/24/2024 | Stratos Wealth Partners LTD. | 7,231 | $305K | 0.0% | -5.8% | 0.028% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 89,767 | $3.79M | 0.1% | -2.9% | 0.345% | |
1/24/2024 | International Assets Investment Management LLC | 22,645 | $955K | 0.0% | N/A | 0.087% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 20,879 | $881K | 0.2% | +4.5% | 0.080% | |
1/22/2024 | Pallas Capital Advisors LLC | 10,999 | $464K | 0.0% | -38.5% | 0.042% | |
1/22/2024 | Secure Asset Management LLC | 10,065 | $424K | 0.1% | -8.4% | 0.038% | |
1/22/2024 | Claro Advisors LLC | 5,794 | $244K | 0.1% | -28.7% | 0.022% | |
1/19/2024 | PFG Advisors | 5,140 | $217K | 0.0% | +6.1% | 0.020% | |
1/19/2024 | Colorado Capital Management Inc. | 24,765 | $1.04M | 0.7% | -1.9% | 0.094% | |
1/19/2024 | Hibernia Wealth Partners LLC | 7,157 | $302K | 0.2% | -28.5% | 0.027% | |
1/18/2024 | Global Retirement Partners LLC | 2,247 | $95K | 0.0% | +17.6% | 0.008% | |
1/18/2024 | Sandbox Financial Partners LLC | 5,470 | $231K | 0.1% | N/A | 0.021% | |
1/17/2024 | PFG Investments LLC | 58,865 | $2.48M | 0.5% | +30.0% | 0.222% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 149,583 | $6.31M | 0.0% | -12.2% | 0.564% | |
1/16/2024 | Raymond James & Associates | 75,133 | $3.17M | 0.0% | -65.8% | 0.284% | |
1/12/2024 | Mutual Advisors LLC | 7,325 | $309K | 0.0% | -16.1% | 0.027% | |
1/12/2024 | CX Institutional | 137,906 | $5.82M | 0.3% | +72.2% | 0.512% | |
1/11/2024 | City Holding Co. | 7,631 | $322K | 0.1% | -30.7% | 0.028% | |
1/9/2024 | Arlington Financial Advisors LLC | 130,274 | $5.49M | 1.6% | -9.9% | 0.483% | |
Protect Your Bank Account Before It’s Too Late (Ad) For months I’ve been warning about the federal government’s terrifying new program to control every American’s bank account.
It gives them the power to monitor every single transaction … Stop right now and do these 3 things to protect yourself |
12/11/2023 | Headinvest LLC | 1,840 | $76K | 0.0% | N/A | 0.006% | |
12/6/2023 | Citigroup Inc. | 1,964 | $84K | 0.0% | -16.2% | 0.007% | |
12/5/2023 | TAP Consulting LLC | 30,539 | $1.30M | 0.3% | +2.3% | 0.106% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 11,975 | $510K | 0.0% | -11.7% | 0.042% | |
11/28/2023 | ASB Consultores LLC | 32,062 | $1.37M | 0.5% | +36.9% | 0.112% | |
11/16/2023 | Creative Planning | 158,480 | $6.76M | 0.0% | -15.6% | 0.551% | |
11/16/2023 | Harbour Investments Inc. | 11,302 | $482K | 0.0% | +11.5% | 0.039% | |
11/15/2023 | Baker Avenue Asset Management LP | 2,114 | $90K | 0.0% | -53.9% | 0.007% | |
11/15/2023 | SRS Capital Advisors Inc. | 1,767 | $75K | 0.0% | +57.1% | 0.006% | |
11/14/2023 | Jones Financial Companies Lllp | 6,838 | $292K | 0.0% | N/A | 0.024% | |