8/18/2025 | Tactive Advisors LLC | 27,674 | $157K | 0.1% | N/A | 0.000% | |
8/15/2025 | WFA of San Diego LLC | 5,860 | $33K | 0.0% | N/A | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 193,039 | $1.10M | 0.0% | +9.2% | 0.000% | |
8/13/2025 | Guggenheim Capital LLC | 245,782 | $1.40M | 0.0% | -14.7% | 0.000% | |
8/13/2025 | Invesco Ltd. | 261,033 | $1.49M | 0.0% | +12.2% | 0.000% | |
8/13/2025 | Virtus Investment Advisers LLC | 142,825 | $813K | 0.3% | -15.0% | 0.000% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 4,483 | $26K | 0.0% | N/A | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 28,031 | $159K | 0.0% | +12.0% | 0.000% | |
8/8/2025 | Calamos Advisors LLC | 56,864 | $324K | 0.0% | N/A | 0.000% | |
8/6/2025 | Ethos Financial Group LLC | 116,597 | $663K | 0.1% | +19.6% | 0.000% | |
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8/5/2025 | Shaker Financial Services LLC | 63,225 | $360K | 0.1% | N/A | 0.000% | |
8/4/2025 | Wolverine Asset Management LLC | 170,149 | $968K | 0.0% | +163.8% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 9,309 | $53K | 0.0% | N/A | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 28,797 | $164K | 0.1% | +45.5% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 11,676 | $66K | 0.0% | -24.1% | 0.000% | |
5/15/2025 | Landscape Capital Management L.L.C. | 23,309 | $136K | 0.0% | N/A | 0.000% | |
5/13/2025 | Ethos Financial Group LLC | 97,501 | $569K | 0.1% | N/A | 0.000% | |
5/12/2025 | Invesco Ltd. | 232,680 | $1.36M | 0.0% | +31.6% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 64,489 | $377K | 0.0% | N/A | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 10,000 | $58K | 0.0% | -50.0% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 25,031 | $146K | 0.0% | +28.9% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 342,128 | $2.00M | 0.0% | +3.1% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 15,376 | $90K | 0.0% | N/A | 0.000% | |
4/9/2025 | Buska Wealth Management LLC | 19,019 | $111K | 0.0% | -57.5% | 0.000% | |
3/4/2025 | Buska Wealth Management LLC | 44,748 | $275K | 0.1% | +25.9% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 140,642 | $864K | 0.0% | +11.2% | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 126,105 | $774K | 0.3% | +18.1% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 30,584 | $188K | 0.0% | +66.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 389,328 | $2.39M | 0.0% | -11.3% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 33,997 | $209K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 48,052 | $295K | 0.0% | -6.8% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 33,997 | $209K | 0.0% | N/A | 0.000% | |
2/4/2025 | IFP Advisors Inc | 4,000 | $25K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 18,400 | $114K | 0.0% | -17.3% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 32,130 | $199K | 0.0% | +47.9% | 0.000% | |
11/12/2024 | Concorde Asset Management LLC | 17,180 | $106K | 0.1% | N/A | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 45,923 | $284K | 0.0% | N/A | 0.000% | |
7/29/2024 | Ameritas Advisory Services LLC | 10,519 | $67K | 0.0% | N/A | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 295,146 | $1.87M | 0.0% | +6.4% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 18,000 | $114K | 0.0% | +24.1% | 0.000% | |
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2/9/2024 | Cambridge Investment Research Advisors Inc. | 278,710 | $1.76M | 0.0% | +11.1% | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 24,495 | $155K | 0.0% | +22.9% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,944 | $151K | 0.0% | -86.3% | 0.000% | |
1/16/2024 | Raymond James & Associates | 39,659 | $250K | 0.0% | -4.5% | 0.000% | |
11/9/2023 | UBS Group AG | 414,944 | $2.45M | 0.0% | -2.2% | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 95,956 | $566K | 0.3% | +81.0% | 0.000% | |
10/25/2023 | Kennedy Investment Group | 120,434 | $711K | 0.4% | +3.0% | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 174,674 | $1.03M | 0.0% | -2.8% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 250,863 | $1.48M | 0.0% | +3.1% | 0.000% | |
8/14/2023 | CSS LLC IL | 33,731 | $184K | 0.0% | N/A | 0.000% | |
8/11/2023 | SageView Advisory Group LLC | 11,500 | $63K | 0.0% | N/A | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 10,177 | $56K | 0.0% | N/A | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 176,577 | $964K | 0.0% | -46.7% | 0.000% | |
8/3/2023 | CWM LLC | 15,300 | $84K | 0.0% | N/A | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 179,732 | $981K | 0.0% | +7.9% | 0.000% | |
7/25/2023 | Raymond James & Associates | 42,470 | $232K | 0.0% | -7.1% | 0.000% | |
7/24/2023 | Hexagon Capital Partners LLC | 8,000 | $44K | 0.0% | N/A | 0.000% | |
7/19/2023 | Kennedy Investment Group | 116,965 | $639K | 0.4% | +3.0% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 243,301 | $1.33M | 0.0% | +3.2% | 0.000% | |
6/1/2023 | Kennedy Investment Group | 113,540 | $607K | 0.4% | +14.2% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 331,536 | $1.77M | 0.0% | -13.4% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 16,731 | $90K | 0.0% | -83.1% | 0.000% | |
5/1/2023 | Arete Wealth Advisors LLC | 23,812 | $127.39B | 0.0% | N/A | 0.000% | |
4/28/2023 | Avantax Advisory Services Inc. | 16,789 | $90K | 0.0% | +20.7% | 0.000% | |
4/28/2023 | Ameritas Advisory Services LLC | 5,700 | $30K | 0.0% | N/A | 0.000% | |
4/28/2023 | Next Capital Management LLC | 11,792 | $63K | 0.0% | N/A | 0.000% | |
4/27/2023 | Tiedemann Advisors LLC | 18,549 | $97K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 166,582 | $891K | 0.0% | +2.6% | 0.000% | |
4/14/2023 | Raymond James & Associates | 45,736 | $245K | 0.0% | +27.5% | 0.000% | |
2/14/2023 | Oaktree Capital Management LP | 103,278 | $544K | 0.0% | +401.7% | 0.000% | |
2/10/2023 | Marble Harbor Investment Counsel LLC | 21,500 | $113K | 0.0% | +19.4% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 162,415 | $856K | 0.0% | +46.5% | 0.000% | |
2/8/2023 | UBS Group AG | 450,855 | $2.38M | 0.0% | -2.5% | 0.000% | |
2/6/2023 | Arete Wealth Advisors LLC | 22,078 | $116.35B | 0.0% | +26.9% | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 99,196 | $528K | 0.2% | -56.5% | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 14,714 | $78K | 0.0% | -42.7% | 0.000% | |
1/31/2023 | Melfa Wealth Management LLC | 19,637 | $103K | 0.1% | N/A | 0.000% | |
1/5/2023 | Capital Investment Advisors LLC | 57,419 | $303K | 0.0% | -7.3% | 0.000% | |
11/15/2022 | Logan Stone Capital LLC | 31,895 | $168K | 0.1% | +109.0% | 0.000% | |
11/14/2022 | Virtus ETF Advisers LLC | 61,965 | $327K | 0.1% | -19.6% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 402,962 | $2.12M | 0.0% | -11.3% | 0.000% | |
11/10/2022 | UBS Group AG | 462,490 | $2.44M | 0.0% | -5.5% | 0.000% | |
11/9/2022 | Shaker Financial Services LLC | 228,278 | $1.20M | 0.6% | -2.9% | 0.000% | |
11/8/2022 | Marble Harbor Investment Counsel LLC | 18,000 | $95K | 0.0% | N/A | 0.000% | |
11/7/2022 | Arete Wealth Advisors LLC | 17,396 | $92K | 0.0% | N/A | 0.000% | |
11/4/2022 | Eudaimonia Partners LLC | 29,493 | $155K | 0.0% | N/A | 0.000% | |
10/25/2022 | Raymond James & Associates | 44,791 | $236K | 0.0% | +187.9% | 0.000% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 110,884 | $584K | 0.0% | N/A | 0.000% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 224,461 | $1.18M | 0.0% | +28.5% | 0.000% | |
8/13/2022 | Mariner Investment Group LLC | 10,418 | $57K | 0.1% | N/A | 0.000% | |
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis (Ad) With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing.
Economist Ben Stein—drawing on insights from his own experience and his father’s time advising two U.S. presidents—just released a new report on how to help protect your retirement from the next major crisis. Claim your free copy of “How to Survive the Next Financial Crisis” today |
8/12/2022 | Virtus ETF Advisers LLC | 77,096 | $421K | 0.2% | +18.5% | 0.000% | |
8/12/2022 | First Foundation Advisors | 10,000 | $55K | 0.0% | N/A | 0.000% | |
8/11/2022 | Wagner Wealth Management LLC | 10,817 | $59K | 0.0% | N/A | 0.000% | |
8/5/2022 | Landscape Capital Management L.L.C. | 22,009 | $120K | 0.0% | +99.2% | 0.000% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 32,314 | $176K | 0.0% | +280.2% | 0.000% | |
8/3/2022 | Janney Montgomery Scott LLC | 27,022 | $148K | 0.0% | N/A | 0.000% | |
8/3/2022 | Wolverine Asset Management LLC | 126,824 | $692K | 0.0% | +503.5% | 0.000% | |
8/1/2022 | Shaker Financial Services LLC | 235,047 | $1.28M | 0.6% | -1.0% | 0.000% | |
7/25/2022 | Institute for Wealth Management LLC. | 10,500 | $57K | 0.0% | -36.4% | 0.000% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 174,625 | $953K | 0.0% | +1.2% | 0.000% | |