| 4/26/2024 | Opus Capital Group LLC | 582,208 | $34.09M | 5.0% | +12.2% | 0.130% | |
| 4/26/2024 | McKinley Carter Wealth Services Inc. | 4,926 | $288K | 0.0% | +7.3% | 0.001% | |
| 4/26/2024 | Clear Creek Financial Management LLC | 14,342 | $840K | 0.1% | +6.7% | 0.003% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 6,434 | $377K | 0.0% | N/A | 0.001% | |
| 4/26/2024 | Heritage Wealth Management Inc. Texas | 21,110 | $1.24M | 0.8% | +27.2% | 0.005% | |
| 4/26/2024 | Claris Advisors LLC MO | 12,612 | $738K | 0.4% | +76.0% | 0.003% | |
|
| 4/26/2024 | Checchi Capital Advisers LLC | 94,156 | $5.51M | 0.4% | +2.3% | 0.021% | |
| 4/26/2024 | Bogart Wealth LLC | 1,414 | $83K | 0.0% | +45.2% | 0.000% | |
| 4/25/2024 | One Day In July LLC | 11,185 | $655K | 0.1% | -18.0% | 0.002% | |
| 4/25/2024 | Human Investing LLC | 41,758 | $2.45M | 0.5% | +16.3% | 0.009% | |
| 4/25/2024 | Bank of New York Mellon Corp | 2,138,054 | $125.18M | 0.0% | +15.6% | 0.478% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 1,378 | $81K | 0.0% | -30.8% | 0.000% | |
| 4/25/2024 | 25 LLC | 170,393 | $9.98M | 4.9% | +7.1% | 0.038% | |
| 4/25/2024 | Eudaimonia Partners LLC | 78,549 | $4.60M | 1.1% | +538.9% | 0.018% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 1,158,082 | $66.36M | 2.1% | +7.8% | 0.259% | |
| 4/25/2024 | North Ridge Wealth Advisors Inc. | 176,276 | $10.32M | 8.0% | +7.8% | 0.039% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 297,910 | $17.44M | 0.1% | -25.7% | 0.067% | |
| 4/24/2024 | Leavell Investment Management Inc. | 9,160 | $536K | 0.0% | N/A | 0.002% | |
| 4/24/2024 | Simplicity Wealth LLC | 87,095 | $5.10M | 0.1% | +4.8% | 0.019% | |
| 4/24/2024 | Archford Capital Strategies LLC | 161,186 | $9.44M | 1.6% | +20.6% | 0.036% | |
| 4/24/2024 | Ackerman Capital Advisors LLC | 93,196 | $5.46M | 1.5% | -1.7% | 0.021% | |
| 4/23/2024 | BSW Wealth Partners | 360,168 | $21.09M | 3.6% | +4.3% | 0.080% | |
| 4/23/2024 | Summit Trail Advisors LLC | 3,160,233 | $185.03M | 4.9% | +92.0% | 0.706% | |
| 4/23/2024 | Strategic Blueprint LLC | 4,496 | $263K | 0.0% | -5.0% | 0.001% | |
| 4/23/2024 | Hanson & Doremus Investment Management | 662,719 | $38.80M | 6.2% | +14.8% | 0.148% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,421,436 | $83.23M | 0.1% | +31.3% | 0.318% | |
| 4/22/2024 | Towneley Capital Management Inc DE | 403,507 | $23.63M | 5.8% | +2.0% | 0.090% | |
| 4/22/2024 | American Financial Advisors LLC | 6,609 | $387K | 0.1% | N/A | 0.001% | |
| 4/22/2024 | Nilsine Partners LLC | 57,627 | $3.37M | 0.5% | -13.8% | 0.013% | |
| 4/22/2024 | Arista Wealth Management LLC | 128,319 | $7.51M | 5.7% | -56.2% | 0.029% | |
| 4/22/2024 | PFG Investments LLC | 39,674 | $2.32M | 0.1% | +1,006.0% | 0.009% | |
| 4/22/2024 | Oakworth Capital Inc. | 493,470 | $28.89M | 2.2% | +9.9% | 0.110% | |
| 4/22/2024 | Raymond James & Associates | 312,185 | $18.28M | 0.0% | -10.8% | 0.070% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 23,789 | $1.39M | 0.1% | -2.8% | 0.005% | |
| 4/19/2024 | GenTrust LLC | 2,202,871 | $128.98M | 8.0% | +13.1% | 0.492% | |
| 4/19/2024 | Willis Johnson & Associates Inc. | 3,689 | $216K | 0.0% | -12.7% | 0.001% | |
| 4/19/2024 | Whelan Financial | 237,049 | $13.88M | 6.3% | -9.3% | 0.053% | |
| 4/19/2024 | Core Wealth Partners LLC | 4,031 | $236K | 0.2% | -6.3% | 0.001% | |
| 4/19/2024 | Kovack Advisors Inc. | 31,626 | $1.85M | 0.2% | -2.6% | 0.007% | |
| 4/19/2024 | Fluent Financial LLC | 66,909 | $3.92M | 2.2% | +4.7% | 0.015% | |
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. |
| 4/19/2024 | Brickley Wealth Management | 119,263 | $6.98M | 1.6% | +8.2% | 0.027% | |
| 4/19/2024 | True Link Financial Advisors LLC | 71,443 | $4.18M | 0.4% | N/A | 0.016% | |
| 4/19/2024 | OMNI 360 Wealth Inc. | 61,394 | $3.60M | 2.9% | +21.7% | 0.014% | |
| 4/19/2024 | Valeo Financial Advisors LLC | 1,140,653 | $66.79M | 0.7% | +6.2% | 0.255% | |
| 4/19/2024 | Evolution Wealth Advisors LLC | 8,939 | $523K | 0.1% | +8.4% | 0.002% | |
| 4/19/2024 | Altiora Financial Group LLC | 89,133 | $5.22M | 1.4% | -29.4% | 0.020% | |
| 4/19/2024 | Mosaic Advisors LLC | 111,310 | $6.52M | 5.3% | +5.2% | 0.025% | |
| 4/18/2024 | Integrity Wealth Solutions LLC | 15,010 | $879K | 0.6% | -50.1% | 0.003% | |
| 4/18/2024 | Woodmont Investment Counsel LLC | 3,624 | $212K | 0.0% | N/A | 0.001% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 35,366 | $2.07M | 0.5% | +42.4% | 0.008% | |
| 4/18/2024 | MGO Private Wealth LLC | 181,414 | $10.62M | 6.7% | +36.9% | 0.041% | |
| 4/18/2024 | Seaside Wealth Management Inc. | 135,585 | $7.94M | 3.4% | +2.2% | 0.030% | |
| 4/18/2024 | AMI Investment Management Inc. | 174,239 | $10.20M | 3.7% | +11.2% | 0.039% | |
| 4/18/2024 | Arlington Financial Advisors LLC | 5,428 | $318K | 0.1% | N/A | 0.001% | |
| 4/18/2024 | Waterway Wealth Management LLC | 341,925 | $20.02M | 8.8% | -10.7% | 0.076% | |
| 4/17/2024 | Trilogy Capital Inc. | 9,111 | $533K | 0.0% | -23.5% | 0.002% | |
| 4/17/2024 | River Street Advisors LLC | 4,642 | $272K | 0.2% | N/A | 0.001% | |
| 4/17/2024 | Stephens Group Asset Management LLC | 8,305 | $486K | 0.0% | +11.5% | 0.002% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 48,570 | $2.84M | 0.2% | +9.9% | 0.011% | |
| 4/16/2024 | Monumental Financial Group Inc. | 172,141 | $10.08M | 5.4% | +2.3% | 0.038% | |
| 4/16/2024 | OneAscent Financial Services LLC | 380,816 | $22.30M | 2.5% | -2.4% | 0.085% | |
| 4/16/2024 | OneAscent Wealth Management LLC | 260,792 | $15.27M | 5.9% | +7.3% | 0.058% | |
| 4/16/2024 | Silverleafe Capital Partners LLC | 60,455 | $3.54M | 1.5% | -0.4% | 0.014% | |
| 4/16/2024 | Financial Management Professionals Inc. | 1,916 | $112K | 0.0% | N/A | 0.000% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 16,162 | $946K | 0.3% | +16.7% | 0.004% | |
| 4/16/2024 | Pasadena Private Wealth LLC | 28,618 | $1.68M | 0.4% | +9.1% | 0.006% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 171,062 | $10.02M | 0.0% | +45.0% | 0.038% | |
| 4/15/2024 | Signet Financial Management LLC | 72,223 | $4.23M | 0.6% | -0.8% | 0.016% | |
| 4/15/2024 | Wealthcare Capital Management LLC | 31,642 | $1.85M | 0.2% | +72.9% | 0.007% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 167,021 | $9.78M | 0.3% | +11.6% | 0.037% | |
| 4/15/2024 | Whitcomb & Hess Inc. | 33,788 | $1.98M | 0.6% | +2.1% | 0.008% | |
| 4/15/2024 | Brookstone Capital Management | 7,517 | $440K | 0.0% | +63.5% | 0.002% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 86,411 | $5.06M | 0.8% | N/A | 0.019% | |
| 4/15/2024 | Schoolcraft Capital LLC | 5,061 | $296K | 0.1% | +5.3% | 0.001% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 27,091 | $1.59M | 0.1% | +1.2% | 0.006% | |
| 4/12/2024 | Fermata Advisors LLC | 94,063 | $5.51M | 1.2% | -56.0% | 0.021% | |
| 4/12/2024 | Roth Financial Partners LLC | 173,031 | $10.13M | 4.5% | +10.8% | 0.039% | |
| 4/12/2024 | Nova R Wealth Inc. | 326,172 | $19.10M | 10.0% | +8.7% | 0.073% | |
| 4/12/2024 | Cypress Financial Planning LLC | 226,077 | $13.24M | 6.1% | N/A | 0.051% | |
| 4/12/2024 | Ignite Planners LLC | 12,737 | $739K | 0.2% | +51.8% | 0.003% | |
| 4/12/2024 | Global Assets Advisory LLC | 15,903 | $931K | 0.0% | N/A | 0.004% | |
| 4/12/2024 | First PREMIER Bank | 2,276 | $133K | 0.0% | -72.5% | 0.001% | |
| 4/12/2024 | Baker Boyer National Bank | 108,857 | $6.37M | 2.2% | +4.2% | 0.024% | |
| 4/12/2024 | Anderson Hoagland & Co. | 179,290 | $10.28M | 1.2% | +10.2% | 0.040% | |
| 4/11/2024 | Ballentine Partners LLC | 26,160 | $1.53M | 0.0% | +97.9% | 0.006% | |
| 4/11/2024 | Walker Financial Services Inc. | 50,850 | $2.98M | 2.4% | N/A | 0.011% | |
| 4/11/2024 | Roble Belko & Company Inc | 260,232 | $15.24M | 2.6% | +5.6% | 0.058% | |
| 4/11/2024 | Paragon Capital Management Ltd | 305,871 | $17.91M | 3.2% | +8.5% | 0.068% | |
| 4/11/2024 | Bangor Savings Bank | 1,311,737 | $76.80M | 7.9% | +7.4% | 0.293% | |
| 4/11/2024 | First Affirmative Financial Network | 156,074 | $9.14M | 6.7% | +1.0% | 0.035% | |
The Next Step of Their Control Is Here … (Ad) Earlier this week, Section 702 of the Foreign Intelligence Surveillance Act (FISA) was renewed for an additional two years.
What does this mean?
It means the government has more time — and more ways — to surveil and control you. 4 simple steps to protect your privacy and money before it’s too late. |
| 4/11/2024 | RFG Advisory LLC | 73,257 | $4.29M | 0.1% | +251.0% | 0.016% | |
| 4/11/2024 | Cornerstone Wealth Advisors Inc. | 30,627 | $1.79M | 0.6% | +3.2% | 0.007% | |
| 4/10/2024 | Pathway Financial Advisors LLC | 54,791 | $3.21M | 0.9% | +9.4% | 0.012% | |
| 4/10/2024 | Park Avenue Securities LLC | 28,153 | $1.65M | 0.0% | +112.4% | 0.006% | |
| 4/10/2024 | McLean Asset Management Corp | 7,599 | $441K | 0.2% | +80.1% | 0.002% | |
| 4/10/2024 | Apella Capital LLC | 25,045 | $1.45M | 0.1% | +54.0% | 0.006% | |
| 4/10/2024 | Wedmont Private Capital | 45,199 | $2.62M | 0.2% | -8.0% | 0.010% | |
| 4/10/2024 | Schulz Wealth LTD. | 4,526 | $265K | 0.2% | N/A | 0.001% | |
| 4/10/2024 | Legacy Private Trust Co. | 3,525 | $206K | 0.0% | -28.8% | 0.001% | |
| 4/10/2024 | Abacus Wealth Partners LLC | 26,425 | $1.55M | 0.3% | N/A | 0.006% | |
