7/26/2024 | Detalus Advisors LLC | 14,187 | $411K | 0.1% | -7.5% | 0.001% | |
7/26/2024 | Harbour Investments Inc. | 30,501 | $884K | 0.0% | -1.1% | 0.001% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 9,974 | $289K | 0.0% | N/A | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 578,493 | $16.77M | 0.1% | +7.9% | 0.027% | |
7/26/2024 | Summit Securities Group LLC | 1,900 | $55K | 0.0% | +850.0% | 0.000% | |
7/26/2024 | AlphaStar Capital Management LLC | 9,180 | $266K | 0.0% | +6.4% | 0.000% | |
|
7/26/2024 | MTM Investment Management LLC | 20,197 | $585K | 0.2% | -6.9% | 0.001% | |
7/26/2024 | Bank of New York Mellon Corp | 294,760 | $8.54M | 0.0% | +1.3% | 0.014% | |
7/26/2024 | Patten Group Inc. | 50,263 | $1.46M | 0.3% | +4.5% | 0.002% | |
7/26/2024 | Townsend Asset Management Corp NC ADV | 19,361 | $561K | 0.2% | +6.5% | 0.001% | |
7/25/2024 | Catalyst Capital Advisors LLC | 451,205 | $13.08M | 0.3% | +13.6% | 0.021% | |
7/25/2024 | First Heartland Consultants Inc. | 122,786 | $3.56M | 0.2% | +1.3% | 0.006% | |
7/25/2024 | Addison Capital Co | 17,247 | $500K | 0.2% | +2.4% | 0.001% | |
7/25/2024 | Raymond James Trust N.A. | 157,355 | $4.56M | 0.1% | +2.4% | 0.007% | |
7/25/2024 | Overbrook Management Corp | 38,241 | $1.11M | 0.3% | -3.4% | 0.002% | |
7/25/2024 | AMI Investment Management Inc. | 30,042 | $871K | 0.3% | -1.6% | 0.001% | |
7/25/2024 | Independence Bank of Kentucky | 6,925 | $201K | 0.1% | +76.4% | 0.000% | |
7/25/2024 | Pettinga Financial Advisors LLC | 21,009 | $609K | 0.2% | -2.8% | 0.001% | |
7/25/2024 | Spirit of America Management Corp NY | 244,636 | $7.09M | 1.4% | -3.6% | 0.011% | |
7/25/2024 | Tranquility Partners LLC | 22,858 | $662K | 0.3% | +7.3% | 0.001% | |
7/24/2024 | McAdam LLC | 28,670 | $831K | 0.0% | +1.3% | 0.001% | |
7/24/2024 | LRI Investments LLC | 23,728 | $688K | 0.1% | +22.7% | 0.001% | |
7/24/2024 | Gilliland Jeter Wealth Management LLC | 4,700 | $136K | 0.0% | +74.1% | 0.000% | |
7/24/2024 | Tower Bridge Advisors | 140,000 | $4.06M | 0.4% | -2.8% | 0.006% | |
7/24/2024 | JB Capital LLC | 109,356 | $3.17M | 0.2% | N/A | 0.005% | |
7/24/2024 | Eagle Ridge Investment Management | 18,332 | $531K | 0.0% | -12.8% | 0.001% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 17,826 | $517K | 0.1% | +29.3% | 0.001% | |
7/24/2024 | &PARTNERS | 17,001 | $493K | 0.0% | +119.6% | 0.001% | |
7/23/2024 | Hennessy Advisors Inc. | 259,700 | $7.53M | 0.3% | -2.5% | 0.012% | |
7/23/2024 | Atlas Brown Inc. | 12,126 | $351K | 0.1% | -27.3% | 0.001% | |
7/23/2024 | PSI Advisors LLC | 21,085 | $611K | 0.2% | +2.1% | 0.001% | |
7/23/2024 | Oak Family Advisors LLC | 189,037 | $5.48M | 1.9% | +3.9% | 0.009% | |
7/23/2024 | Griffin Asset Management Inc. | 37,805 | $1.10M | 0.1% | +3.5% | 0.002% | |
7/23/2024 | American National Bank | 21,509 | $623K | 0.1% | +5.1% | 0.001% | |
7/23/2024 | First Bancorp Inc ME | 10,331 | $299K | 0.2% | N/A | 0.000% | |
7/23/2024 | Busey Bank | 55,088 | $1.60M | 0.1% | +47.7% | 0.003% | |
7/23/2024 | MFA Wealth Advisors LLC | 1,274 | $37K | 0.0% | N/A | 0.000% | |
7/23/2024 | Crescent Grove Advisors LLC | 187,462 | $5.43M | 0.6% | +21.0% | 0.009% | |
7/23/2024 | Prossimo Advisors LLC | 8,123 | $235K | 0.2% | N/A | 0.000% | |
7/23/2024 | XML Financial LLC | 100,876 | $2.92M | 0.3% | +2.6% | 0.005% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
7/22/2024 | Atria Wealth Solutions Inc. | 172,900 | $5.01M | 0.1% | -52.3% | 0.008% | |
7/22/2024 | Capital Advisory Group Advisory Services LLC | 18,220 | $528K | 0.2% | +36.5% | 0.001% | |
7/22/2024 | Bay Rivers Group | 7,000 | $203K | 0.1% | N/A | 0.000% | |
7/22/2024 | Oak Harvest Investment Services | 10,792 | $313K | 0.1% | -31.2% | 0.000% | |
7/22/2024 | Fifth Third Bancorp | 14,572 | $422K | 0.0% | -46.3% | 0.001% | |
7/22/2024 | Veracity Capital LLC | 39,051 | $1.13M | 0.5% | +1.5% | 0.002% | |
7/22/2024 | Hobbs Group Advisors LLC | 13,803 | $400K | 0.2% | N/A | 0.001% | |
7/22/2024 | Carnegie Investment Counsel | 16,114 | $467K | 0.0% | -17.5% | 0.001% | |
7/22/2024 | SeaCrest Wealth Management LLC | 22,910 | $664K | 0.1% | +33.2% | 0.001% | |
7/22/2024 | Colonial River Wealth Management LLC | 14,871 | $431K | 0.2% | -2.4% | 0.001% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 2,415,016 | $69.99M | 0.1% | -0.1% | 0.111% | |
7/20/2024 | Apollon Financial LLC | 20,000 | $580K | 0.2% | +73.9% | 0.001% | |
7/20/2024 | Milestone Asset Management LLC | 19,394 | $562K | 0.1% | +6.9% | 0.001% | |
7/20/2024 | Apollon Wealth Management LLC | 105,257 | $3.05M | 0.1% | -3.3% | 0.005% | |
7/20/2024 | Penn Davis Mcfarland Inc. | 1,199,318 | $34.76M | 5.4% | -1.0% | 0.055% | |
7/19/2024 | Central Bank & Trust Co. | 3,996 | $116K | 0.0% | N/A | 0.000% | |
7/19/2024 | MONECO Advisors LLC | 120,327 | $3.49M | 0.5% | +5.1% | 0.006% | |
7/19/2024 | Chesley Taft & Associates LLC | 13,000 | $377K | 0.0% | -16.1% | 0.001% | |
7/19/2024 | Chapin Davis Inc. | 18,718 | $542K | 0.2% | -4.1% | 0.001% | |
7/19/2024 | Smithbridge Asset Management Inc. DE | 107,302 | $3.11M | 0.6% | -6.7% | 0.005% | |
7/19/2024 | Hoylecohen LLC | 366,469 | $10.62M | 0.8% | -2.0% | 0.017% | |
7/19/2024 | TCW Group Inc. | 38,393 | $1.11M | 0.0% | -1.4% | 0.002% | |
7/19/2024 | CFM Wealth Partners LLC | 180,986 | $5.25M | 1.0% | +12.9% | 0.008% | |
7/19/2024 | Tyche Wealth Partners LLC | 30,812 | $893K | 0.2% | -6.3% | 0.001% | |
7/19/2024 | E&G Advisors LP | 51,635 | $1.49M | 0.4% | -0.9% | 0.002% | |
7/19/2024 | Objectivity Squared LLC | 41,818 | $1.24M | 0.9% | +1.8% | 0.002% | |
7/18/2024 | Lakewood Asset Management LLC | 50,153 | $1.45M | 1.0% | -2.0% | 0.002% | |
7/18/2024 | Brookstone Capital Management | 27,149 | $807K | 0.0% | +3.8% | 0.001% | |
7/18/2024 | Blue Trust Inc. | 75,230 | $2.20M | 0.0% | +0.7% | 0.003% | |
7/18/2024 | Ellsworth Advisors LLC | 21,959 | $636K | 0.2% | +1.8% | 0.001% | |
7/17/2024 | Home Federal Bank of Tennessee | 28,066 | $813K | 0.2% | +1.7% | 0.001% | |
7/17/2024 | ARS Investment Partners LLC | 113,236 | $3.28M | 0.3% | -1.1% | 0.005% | |
7/17/2024 | Whitener Capital Management Inc. | 35,911 | $1.04M | 0.3% | +3.4% | 0.002% | |
7/17/2024 | SOA Wealth Advisors LLC. | 7,629 | $221K | 0.0% | -21.6% | 0.000% | |
7/17/2024 | Galvin Gaustad & Stein LLC | 33,810 | $980K | 0.1% | +13.4% | 0.002% | |
7/17/2024 | Red Door Wealth Management LLC | 43,493 | $1.26M | 0.2% | -13.0% | 0.002% | |
7/17/2024 | Patrick M Sweeney & Associates Inc. | 10,626 | $300K | 0.2% | +11.4% | 0.000% | |
7/17/2024 | Leavell Investment Management Inc. | 65,089 | $1.89M | 0.1% | -1.2% | 0.003% | |
7/17/2024 | Country Club Bank | 42,995 | $1.24M | 0.1% | -1.9% | 0.002% | |
7/17/2024 | AdvisorNet Financial Inc | 6,549 | $190K | 0.0% | -5.5% | 0.000% | |
7/17/2024 | Moseley Investment Management Inc. | 47,594 | $1.38M | 0.6% | -2.9% | 0.002% | |
7/17/2024 | IAG Wealth Partners LLC | 904 | $26K | 0.0% | -52.5% | 0.000% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 10,036 | $291K | 0.0% | -3.6% | 0.000% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 7,035 | $204K | 0.0% | -6.4% | 0.000% | |
7/16/2024 | ORG Partners LLC | 62,441 | $1.81M | 0.2% | +7.2% | 0.003% | |
7/16/2024 | Steele Capital Management Inc. | 18,847 | $546K | 0.0% | +2.7% | 0.001% | |
7/16/2024 | Great Valley Advisor Group Inc. | 93,552 | $2.71M | 0.1% | +14.0% | 0.004% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 946,629 | $27.43M | 0.1% | +4.0% | 0.044% | |
7/16/2024 | Albert D Mason Inc. | 37,885 | $1.10M | 0.7% | -29.4% | 0.002% | |
7/16/2024 | NorthCrest Asset Manangement LLC | 468,169 | $13.57M | 0.4% | +0.6% | 0.022% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
7/16/2024 | Maia Wealth LLC | 7,635 | $226K | 0.1% | N/A | 0.000% | |
7/16/2024 | Wedmont Private Capital | 31,377 | $922K | 0.1% | +2.2% | 0.001% | |
7/16/2024 | JFS Wealth Advisors LLC | 128,316 | $3.72M | 0.3% | -1.2% | 0.006% | |
7/16/2024 | Sequoia Financial Advisors LLC | 24,215 | $702K | 0.0% | +20.3% | 0.001% | |
7/16/2024 | Alpha Cubed Investments LLC | 16,055 | $465K | 0.0% | +7.1% | 0.001% | |
7/16/2024 | Walter & Keenan Wealth Management LLC IN ADV | 21,048 | $610K | 0.2% | -4.5% | 0.001% | |
7/16/2024 | Chatham Capital Group Inc. | 73,277 | $2.12M | 0.4% | -2.4% | 0.003% | |
7/16/2024 | FLC Capital Advisors | 108,787 | $3.15M | 0.8% | +6.2% | 0.005% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 108,829 | $3.15M | 0.1% | +17.6% | 0.005% | |
7/15/2024 | Transform Wealth LLC | 46,788 | $1.36M | 0.1% | -5.1% | 0.002% | |