4/23/2024 | Amalgamated Bank | 112,820 | $9.69M | 0.1% | -21.9% | 0.020% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 31,770 | $2.73M | 0.2% | -3.4% | 0.006% | |
4/23/2024 | Gradient Investments LLC | 8,660 | $744K | 0.0% | -33.8% | 0.002% | |
4/23/2024 | New Mexico Educational Retirement Board | 26,806 | $2.30M | 0.1% | -6.3% | 0.005% | |
4/23/2024 | Tyche Wealth Partners LLC | 13,549 | $1.16M | 0.3% | -25.5% | 0.002% | |
4/23/2024 | Fifth Third Bancorp | 111,562 | $9.58M | 0.0% | -11.7% | 0.019% | |
|
4/23/2024 | Wesbanco Bank Inc. | 9,675 | $831K | 0.0% | N/A | 0.002% | |
4/23/2024 | Summit Trail Advisors LLC | 7,742 | $665K | 0.0% | +6.2% | 0.001% | |
4/23/2024 | Cigna Investments Inc. New | 6,094 | $523K | 0.1% | -2.1% | 0.001% | |
4/23/2024 | Revisor Wealth Management LLC | 7,964 | $671K | 0.3% | +129.3% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 722,614 | $62.04M | 0.1% | +6.1% | 0.126% | |
4/22/2024 | Strategic Financial Concepts LLC | 9,403 | $807K | 0.2% | N/A | 0.002% | |
4/22/2024 | Confluence Wealth Services Inc. | 109,120 | $9.37M | 0.8% | +978.0% | 0.019% | |
4/22/2024 | Cahaba Wealth Management Inc. | 10,114 | $868K | 0.1% | +6.3% | 0.002% | |
4/22/2024 | Forza Wealth Management LLC | 21,270 | $1.83M | 0.9% | -3.4% | 0.004% | |
4/22/2024 | American Financial Advisors LLC | 2,805 | $241K | 0.0% | -6.0% | 0.000% | |
4/22/2024 | Nilsine Partners LLC | 9,871 | $848K | 0.1% | N/A | 0.002% | |
4/22/2024 | Parsons Capital Management Inc. RI | 44,017 | $3.78M | 0.3% | -1.2% | 0.008% | |
4/22/2024 | QV Investors Inc. | 44,860 | $3.85M | 0.3% | -1.9% | 0.008% | |
4/22/2024 | Donaldson Capital Management LLC | 645,146 | $55.39M | 2.3% | +0.1% | 0.112% | |
4/22/2024 | Raymond James & Associates | 792,420 | $68.04M | 0.0% | +7.2% | 0.138% | |
4/22/2024 | Investors Asset Management of Georgia Inc. GA ADV | 7,678 | $659K | 0.3% | +2.6% | 0.001% | |
4/22/2024 | Lawson Kroeker Investment Management Inc. NE | 161,613 | $13.88M | 2.6% | -1.8% | 0.028% | |
4/22/2024 | IFM Investors Pty Ltd | 123,552 | $10.61M | 0.1% | -2.9% | 0.021% | |
4/20/2024 | Kesler Norman & Wride LLC | 31,251 | $2.68M | 0.6% | -9.9% | 0.005% | |
4/19/2024 | Insight Folios Inc | 3,953 | $339K | 0.1% | -18.6% | 0.001% | |
4/19/2024 | Financial Perspectives Inc | 288 | $25K | 0.0% | -68.2% | 0.000% | |
4/19/2024 | Uncommon Cents Investing LLC | 21,810 | $1.87M | 0.6% | -1.4% | 0.004% | |
4/19/2024 | First Trust Direct Indexing L.P. | 22,196 | $1.91M | 0.1% | +15.6% | 0.004% | |
4/19/2024 | Cornerstone Wealth Management LLC | 55,263 | $4.75M | 0.4% | +1.7% | 0.010% | |
4/19/2024 | Kovack Advisors Inc. | 4,893 | $420K | 0.1% | -7.1% | 0.001% | |
4/19/2024 | DB Fitzpatrick & Co Inc | 13,257 | $1.14M | 1.0% | -2.8% | 0.002% | |
4/19/2024 | Norden Group LLC | 37,845 | $3.25M | 0.0% | N/A | 0.007% | |
4/19/2024 | Wallington Asset Management LLC | 61,660 | $5.29M | 0.8% | -0.7% | 0.011% | |
4/19/2024 | BluePath Capital Management LLC | 74,291 | $6.38M | 4.8% | +11.1% | 0.013% | |
4/19/2024 | State of Alaska Department of Revenue | 116,144 | $9.97M | 0.1% | -9.0% | 0.020% | |
4/19/2024 | Albion Financial Group UT | 51,651 | $4.44M | 0.3% | -0.6% | 0.009% | |
4/19/2024 | Valeo Financial Advisors LLC | 15,997 | $1.37M | 0.0% | +1.2% | 0.003% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,512,812 | $129.89M | 0.1% | -2.0% | 0.263% | |
4/18/2024 | SeaCrest Wealth Management LLC | 4,809 | $413K | 0.1% | -27.4% | 0.001% | |
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4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 400 | $34K | 0.0% | N/A | 0.000% | |
4/18/2024 | State of Michigan Retirement System | 154,507 | $13.27M | 0.1% | -0.9% | 0.027% | |
4/18/2024 | Eagle Ridge Investment Management | 2,400 | $206K | 0.0% | N/A | 0.000% | |
4/18/2024 | Buffington Mohr McNeal | 2,606 | $224K | 0.0% | -10.4% | 0.000% | |
4/18/2024 | MV Capital Management Inc. | 4,663 | $400K | 0.0% | +11.2% | 0.001% | |
4/18/2024 | Woodmont Investment Counsel LLC | 21,644 | $1.86M | 0.2% | -0.8% | 0.004% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 154,908 | $13.30M | 0.4% | -0.3% | 0.027% | |
4/18/2024 | Cullinan Associates Inc. | 206,586 | $17.74M | 1.0% | -14.3% | 0.036% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 27,047 | $2.32M | 0.0% | -59.8% | 0.005% | |
4/18/2024 | Stewart & Patten Co. LLC | 9,700 | $833K | 0.1% | -4.9% | 0.002% | |
4/18/2024 | Dominguez Wealth Management Solutions Inc. | 25,376 | $2.18M | 1.7% | +3.4% | 0.004% | |
4/18/2024 | Miracle Mile Advisors LLC | 5,167 | $444K | 0.0% | -27.4% | 0.001% | |
4/18/2024 | BKM Wealth Management LLC | 21,409 | $1.84M | 0.8% | +13.4% | 0.004% | |
4/18/2024 | Aviance Capital Partners LLC | 3,510 | $301K | 0.0% | +12.9% | 0.001% | |
4/18/2024 | SteelPeak Wealth LLC | 24,496 | $2.10M | 0.1% | +2.7% | 0.004% | |
4/18/2024 | Optas LLC | 2,341 | $201K | 0.1% | N/A | 0.000% | |
4/17/2024 | Cornerstone Wealth Group LLC | 3,526 | $303K | 0.0% | N/A | 0.001% | |
4/17/2024 | Founders Financial Securities LLC | 4,882 | $419K | 0.0% | -3.8% | 0.001% | |
4/17/2024 | Vicus Capital | 3,069 | $264K | 0.0% | N/A | 0.001% | |
4/16/2024 | Toth Financial Advisory Corp | 79,099 | $6.79M | 0.9% | -1.9% | 0.014% | |
4/16/2024 | Avity Investment Management Inc. | 5,000 | $429K | 0.0% | -3.8% | 0.001% | |
4/16/2024 | OneAscent Wealth Management LLC | 2,990 | $257K | 0.1% | -45.3% | 0.001% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 3,664 | $294K | 0.1% | -4.0% | 0.001% | |
4/16/2024 | Kathmere Capital Management LLC | 11,439 | $982K | 0.1% | +10.2% | 0.002% | |
4/16/2024 | Sawyer & Company Inc | 19,402 | $1.67M | 0.7% | -3.1% | 0.003% | |
4/16/2024 | Capital Insight Partners LLC | 7,503 | $644K | 0.1% | -52.4% | 0.001% | |
4/16/2024 | Atlantic Union Bankshares Corp | 29,700 | $2.55M | 0.2% | +4.0% | 0.005% | |
4/16/2024 | Register Financial Advisors LLC | 730 | $63K | 0.0% | N/A | 0.000% | |
4/16/2024 | Indiana Trust & Investment Management CO | 12,708 | $1.09M | 0.4% | -1.2% | 0.002% | |
4/16/2024 | Fifth Third Wealth Advisors LLC | 6,207 | $533K | 0.1% | -7.9% | 0.001% | |
4/16/2024 | Investment Partners LTD. | 2,416 | $207K | 0.1% | N/A | 0.000% | |
4/16/2024 | Hurlow Wealth Management Group Inc. | 5,342 | $459K | 0.2% | -14.0% | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 139,665 | $11.99M | 0.0% | +6.0% | 0.024% | |
4/16/2024 | Franklin Street Advisors Inc. NC | 330,532 | $28.38M | 2.1% | -4.9% | 0.057% | |
4/15/2024 | Exeter Financial LLC | 67,800 | $5.72M | 2.6% | -0.7% | 0.012% | |
4/15/2024 | Agate Pass Investment Management LLC | 15,332 | $1.32M | 0.7% | -4.9% | 0.003% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 9,398 | $807K | 0.0% | +8.3% | 0.002% | |
4/15/2024 | G&S Capital LLC | 31,673 | $2.72M | 1.2% | -0.5% | 0.006% | |
4/15/2024 | Brookstone Capital Management | 19,751 | $1.70M | 0.0% | +10.2% | 0.003% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 6,806 | $584K | 0.1% | +161.7% | 0.001% | |
4/15/2024 | Kwmg LLC | 81,871 | $7.03M | 0.8% | +0.2% | 0.014% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 9,814 | $843K | 0.5% | -12.1% | 0.002% | |
4/13/2024 | Columbus Macro LLC | 17,075 | $1.47M | 0.6% | -5.4% | 0.003% | |
4/12/2024 | West Coast Financial LLC | 6,592 | $566K | 0.1% | -25.5% | 0.001% | |
4/12/2024 | Riverview Trust Co | 1,168 | $100K | 0.1% | N/A | 0.000% | |
4/12/2024 | Gateway Investment Advisers LLC | 374,762 | $32.18M | 0.4% | -9.4% | 0.065% | |
4/12/2024 | Jacobs & Co. CA | 2,377 | $204K | 0.0% | N/A | 0.000% | |
4/12/2024 | Unison Advisors LLC | 45,105 | $3.87M | 0.4% | +0.6% | 0.008% | |
4/12/2024 | Global Assets Advisory LLC | 17,605 | $1.51M | 0.0% | N/A | 0.003% | |
4/12/2024 | Lloyd Advisory Services LLC. | 16,475 | $1.42M | 0.3% | N/A | 0.003% | |
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The more capital you have, the more risk averse you can afford to be.
But when you’re staring down the barrel of retirement and you’ve only got 5, 10, 50 or $100,000 saved, you’ve got to be more aggressive.
In an exclusive online training, the Market expert Steven Place is revealing a powerful “roadmap” that’s leading everyday investors to easy, triple-digit wins, even if they don’t have a lot of experience in trading. Click To Access This Powerful Training Right Now! |
4/12/2024 | AdvisorNet Financial Inc | 1,938 | $166K | 0.0% | -8.9% | 0.000% | |
4/12/2024 | Folger Nolan Fleming Douglas Capital Management Inc. | 3,050 | $262K | 0.0% | -4.7% | 0.001% | |
4/11/2024 | City Holding Co. | 48,076 | $4.13M | 0.6% | -1.0% | 0.008% | |
4/11/2024 | Ballentine Partners LLC | 20,370 | $1.75M | 0.0% | -0.7% | 0.004% | |
4/11/2024 | Contravisory Investment Management Inc. | 96,904 | $8.32M | 1.8% | -1.4% | 0.017% | |
4/11/2024 | &PARTNERS | 19,366 | $1.68M | 0.2% | +120.7% | 0.003% | |
4/11/2024 | Rockland Trust Co. | 10,926 | $938K | 0.0% | -3.0% | 0.002% | |
4/11/2024 | Liberty Capital Management Inc. | 80,748 | $6.93M | 1.7% | -1.9% | 0.014% | |
4/11/2024 | Gulf International Bank UK Ltd | 47,346 | $4.07M | 0.1% | +0.4% | 0.008% | |
4/11/2024 | Optimum Investment Advisors | 3,400 | $292K | 0.1% | -48.5% | 0.001% | |