8/1/2025 | Motco | 5,000 | $69K | 0.0% | N/A | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 299,715 | $4.16M | 0.0% | -2.4% | 0.000% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 20,449 | $284K | 0.0% | N/A | 0.000% | |
7/31/2025 | Avion Wealth | 6,161 | $85K | 0.0% | -18.5% | 0.000% | |
7/30/2025 | Paragon Financial Partners Inc. | 923,778 | $12.81M | 8.8% | +13.0% | 0.000% | |
7/30/2025 | D.A. Davidson & CO. | 20,079 | $279K | 0.0% | +11.6% | 0.000% | |
7/29/2025 | Sims Investment Management LLC | 392,741 | $5.45M | 2.2% | -0.8% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 13,700 | $190K | 0.0% | N/A | 0.000% | |
7/29/2025 | Stableford Capital II LLC | 39,106 | $539K | 0.2% | +7.7% | 0.000% | |
7/28/2025 | Turtle Creek Wealth Advisors LLC | 10,270 | $142K | 0.0% | -35.2% | 0.000% | |
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7/28/2025 | Mutual Advisors LLC | 111,956 | $1.54M | 0.0% | -10.0% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 29,590 | $410K | 0.0% | +169.0% | 0.000% | |
7/25/2025 | MGO One Seven LLC | 17,426 | $242K | 0.0% | -14.9% | 0.000% | |
7/24/2025 | IFP Advisors Inc | 4,467 | $62K | 0.0% | N/A | 0.000% | |
7/23/2025 | SteelPeak Wealth LLC | 42,124 | $584K | 0.0% | -5.2% | 0.000% | |
7/22/2025 | Belpointe Asset Management LLC | 21,045 | $292K | 0.0% | -12.7% | 0.000% | |
7/21/2025 | Fortis Capital Advisors LLC | 21,045 | $292K | 0.1% | -12.7% | 0.000% | |
7/21/2025 | Investment Planning Advisors Inc. | 20,925 | $290K | 0.1% | -81.4% | 0.000% | |
7/18/2025 | Naples Global Advisors LLC | 160,688 | $2.23M | 0.2% | -17.1% | 0.000% | |
7/18/2025 | Truist Financial Corp | 283,936 | $3.94M | 0.0% | -3.9% | 0.000% | |
7/17/2025 | HB Wealth Management LLC | 14,600 | $203K | 0.0% | N/A | 0.000% | |
7/15/2025 | Main Street Group LTD | 6,156 | $85K | 0.0% | -38.2% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 56,239 | $780K | 0.0% | N/A | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 1,047,504,373 | $13.76B | 1.9% | +394,840.4% | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 3,000 | $40K | 0.0% | N/A | 0.000% | |
7/10/2025 | Worth Asset Management LLC | 13,749 | $191K | 0.1% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,295 | $255K | 0.0% | +4.6% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 55,069 | $764K | 0.0% | +4.0% | 0.000% | |
7/9/2025 | Triumph Capital Management | 23,349 | $324K | 0.1% | +3.8% | 0.000% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 35,615 | $494K | 0.1% | -6.9% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 24,098 | $318K | 0.0% | N/A | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 24,098 | $318K | 0.1% | N/A | 0.000% | |
5/19/2025 | Jane Street Group LLC | 11,506 | $152K | 0.0% | N/A | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 70,752 | $935K | 0.0% | +5.7% | 0.000% | |
5/15/2025 | Flputnam Investment Management Co. | 24,628 | $325K | 0.0% | +6.7% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 350,271 | $4.63M | 0.0% | -0.4% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,298,255 | $17.15M | 0.2% | -1.6% | 0.000% | |
5/14/2025 | Ieq Capital LLC | 162,975 | $2.15M | 0.0% | +26.0% | 0.000% | |
5/14/2025 | WCG Wealth Advisors LLC | 28,400 | $375K | 0.0% | N/A | 0.000% | |
5/14/2025 | Comerica Bank | 11,236 | $148K | 0.0% | -8.3% | 0.000% | |
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad) Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!). Click here for the names of our three top stocks to own this year (no purchase necessary). |
5/14/2025 | Kestra Advisory Services LLC | 63,128 | $834K | 0.0% | +1.6% | 0.000% | |
5/13/2025 | Elequin Capital LP | 15,282 | $202K | 0.0% | N/A | 0.000% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 238,415 | $3.15M | 0.0% | +1,050.0% | 0.000% | |
5/13/2025 | Cresset Asset Management LLC | 83,444 | $1.10M | 0.0% | +2.1% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 49,303 | $651K | 0.0% | +1.8% | 0.000% | |
5/12/2025 | Meridian Wealth Management LLC | 71,360 | $943K | 0.0% | +14.3% | 0.000% | |
5/12/2025 | Invesco Ltd. | 1,468,301 | $19.40M | 0.0% | +1.5% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 5,602 | $74K | 0.0% | N/A | 0.000% | |
5/9/2025 | Cornerstone Advisors LLC | 252,619 | $3.34M | 0.1% | -70.1% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 11,000 | $145K | 0.0% | -9.6% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 73,618 | $972K | 0.4% | -61.8% | 0.000% | |
5/8/2025 | US Bancorp DE | 3,075 | $41K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 1,684,959 | $22.26M | 0.0% | +5.8% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 102,222 | $1.35M | 0.0% | +4.3% | 0.000% | |
5/6/2025 | Arlington Capital Management Inc. | 11,241 | $148K | 0.1% | -83.7% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 115,266 | $1.52M | 0.1% | -1.0% | 0.000% | |
5/6/2025 | Triumph Capital Management | 22,490 | $297K | 0.1% | +9.0% | 0.000% | |
5/6/2025 | Obermeyer Wealth Partners | 75,280 | $994K | 0.1% | -24.2% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 152,099 | $2.01M | 0.0% | +1.8% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 10,429 | $138K | 0.0% | -8.4% | 0.000% | |
5/2/2025 | Larson Financial Group LLC | 5,400 | $71K | 0.0% | +980.0% | 0.000% | |
5/2/2025 | Mosaic Family Wealth Partners LLC | 10,213 | $135K | 0.0% | N/A | 0.000% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 98,770 | $1.31M | 0.3% | +28.6% | 0.000% | |
5/2/2025 | Sigma Planning Corp | 12,153 | $161K | 0.0% | -27.2% | 0.000% | |
4/30/2025 | Sharpepoint LLC | 156,540 | $2.03M | 1.8% | +28.5% | 0.000% | |
4/30/2025 | Principal Securities Inc. | 557,451 | $8.03M | 0.2% | +0.7% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 307,064 | $4.06M | 0.0% | -3.8% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 124,445 | $1.60M | 0.0% | +0.7% | 0.000% | |
4/24/2025 | Westend Capital Management LLC | 17,358 | $229K | 0.1% | -35.5% | 0.000% | |
4/24/2025 | Sims Investment Management LLC | 395,917 | $5.23M | 2.3% | +0.7% | 0.000% | |
4/24/2025 | Transcend Capital Advisors LLC | 13,165 | $174K | 0.0% | N/A | 0.000% | |
4/23/2025 | HBK Sorce Advisory LLC | 26,147 | $345K | 0.0% | -24.9% | 0.000% | |
4/23/2025 | Investment Planning Advisors Inc. | 112,591 | $1.49M | 0.6% | -26.4% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 272,239 | $3.60M | 0.0% | +1.2% | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 14,398 | $190K | 0.0% | N/A | 0.000% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 12,378 | $164K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 65,490 | $865K | 0.0% | -6.5% | 0.000% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 23,739 | $314K | 0.2% | +5.0% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 17,496 | $231K | 0.0% | +22.5% | 0.000% | |
4/15/2025 | Balanced Wealth Group LLC | 541,422 | $7.15M | 3.5% | -0.8% | 0.000% | |
4/15/2025 | Kingstone Capital Partners Texas LLC | 265,231 | $3.50M | 2.8% | +17.3% | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 10,212 | $135K | 0.0% | -8.7% | 0.000% | |
4/14/2025 | Outlook Wealth Advisors LLC | 139,124 | $1.84M | 0.5% | +32.5% | 0.000% | |
4/11/2025 | Paragon Financial Partners Inc. | 817,222 | $10.80M | 8.5% | +5.8% | 0.000% | |
4/10/2025 | Naples Global Advisors LLC | 193,888 | $2.56M | 0.2% | -6.1% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 29,520 | $389K | 0.0% | +95,125.8% | 0.000% | |
4/7/2025 | Summit Global Investments | 13,000 | $172K | 0.0% | N/A | 0.000% | |
4/7/2025 | GAMMA Investing LLC | 13,210 | $175K | 0.0% | +1,221.0% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,284 | $206K | 0.0% | +10.4% | 0.000% | |
2/21/2025 | Vermillion Wealth Management Inc. | 2,784 | $40K | 0.0% | N/A | 0.000% | |
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond (Ad) Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!). Click here for the names of our three top stocks to own this year (no purchase necessary). |
2/20/2025 | Kingstone Capital Partners Texas LLC | 226,088 | $3.26M | 2.6% | N/A | 0.000% | |
2/17/2025 | Main Street Group LTD | 8,444 | $122K | 0.0% | -43.2% | 0.000% | |
2/17/2025 | Obermeyer Wealth Partners | 99,373 | $1.43M | 0.1% | -1.4% | 0.000% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 10,495 | $151K | 0.1% | N/A | 0.000% | |
2/17/2025 | Focus Partners Wealth | 27,927 | $402K | 0.0% | +5.9% | 0.000% | |
2/17/2025 | Cresset Asset Management LLC | 81,690 | $1.18M | 0.0% | +2.1% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 97,966 | $1.41M | 0.0% | +1.2% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 18,290 | $264K | 0.0% | -4.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 649,842 | $9.36M | 0.0% | -1.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 276,316 | $3.99M | 0.0% | +19.2% | 0.000% | |