7/14/2025 | Park Avenue Securities LLC | 113,480 | $1.16M | 0.0% | +13.2% | 0.286% | |
5/16/2025 | NewEdge Advisors LLC | 50,006 | $513K | 0.0% | +12.9% | 0.126% | |
5/16/2025 | Advisors Asset Management Inc. | 315,985 | $3.24M | 0.1% | -3.6% | 0.797% | |
5/15/2025 | Royal Bank of Canada | 93,673 | $961K | 0.0% | +5.1% | 0.236% | |
5/15/2025 | Baird Financial Group Inc. | 45,734 | $469K | 0.0% | +77.1% | 0.115% | |
5/13/2025 | Raymond James Financial Inc. | 711,858 | $7.30M | 0.0% | +5.6% | 1.795% | |
5/13/2025 | Dagco Inc. | 2,420 | $25K | 0.0% | N/A | 0.006% | |
5/13/2025 | HighTower Advisors LLC | 26,183 | $269K | 0.0% | +8.4% | 0.066% | |
5/12/2025 | Invesco Ltd. | 167,597 | $1.72M | 0.0% | +34.2% | 0.423% | |
5/9/2025 | PNC Financial Services Group Inc. | 10,613 | $109K | 0.0% | +33.6% | 0.027% | |
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5/8/2025 | ProVise Management Group LLC | 98,623 | $1.01M | 0.1% | +1.0% | 0.249% | |
5/7/2025 | LPL Financial LLC | 192,051 | $1.97M | 0.0% | +26.4% | 0.484% | |
5/6/2025 | Cetera Investment Advisers | 149,950 | $1.54M | 0.0% | +0.7% | 0.378% | |
4/30/2025 | Moloney Securities Asset Management LLC | 145,866 | $1.50M | 0.2% | +4.2% | 0.368% | |
4/29/2025 | Envestnet Asset Management Inc. | 111,351 | $1.14M | 0.0% | +2.5% | 0.281% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 75,654 | $776K | 0.0% | -1.6% | 0.191% | |
4/15/2025 | InTrack Investment Management Inc | 103,652 | $1.06M | 1.0% | -17.5% | 0.261% | |
4/14/2025 | Capital Investment Advisors LLC | 80,256 | $823K | 0.0% | -4.2% | 0.202% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 171,350 | $1.76M | 0.1% | N/A | 0.432% | |
4/9/2025 | Integrated Capital Management Inc. | 22,310 | $229K | 0.2% | +17.5% | 0.056% | |
4/8/2025 | Rothschild Investment LLC | 208,100 | $2.14M | 0.1% | +1.5% | 0.525% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 26,227 | $265K | 0.1% | N/A | 0.066% | |
2/17/2025 | Nomura Holdings Inc. | 26,000 | $263K | 0.0% | N/A | 0.066% | |
2/17/2025 | Leigh Baldwin & CO. LLC | 265,160 | $2.68M | 0.0% | N/A | 0.668% | |
2/17/2025 | Cetera Investment Advisers | 148,930 | $1.51M | 0.0% | +76.9% | 0.375% | |
2/17/2025 | Bank of America Corp DE | 254,071 | $2.57M | 0.0% | +4.6% | 0.640% | |
2/14/2025 | Stifel Financial Corp | 64,384 | $651K | 0.0% | +5.8% | 0.162% | |
2/14/2025 | First Trust Advisors LP | 10,719 | $108K | 0.0% | -13.2% | 0.027% | |
2/13/2025 | NewEdge Advisors LLC | 44,295 | $448K | 0.0% | +21.8% | 0.112% | |
2/13/2025 | Guggenheim Capital LLC | 850,213 | $8.60M | 0.1% | -5.4% | 2.143% | |
2/13/2025 | Walleye Capital LLC | 11,260 | $114K | 0.0% | N/A | 0.028% | |
2/13/2025 | Raymond James Financial Inc. | 674,318 | $6.82M | 0.0% | N/A | 1.700% | |
2/13/2025 | Invesco Ltd. | 124,873 | $1.26M | 0.0% | +85.8% | 0.315% | |
2/13/2025 | Envestnet Asset Management Inc. | 108,624 | $1.10M | 0.0% | +3.0% | 0.274% | |
2/13/2025 | Wells Fargo & Company MN | 351,495 | $3.55M | 0.0% | -7.8% | 0.886% | |
2/12/2025 | Landscape Capital Management L.L.C. | 14,816 | $150K | 0.0% | N/A | 0.037% | |
2/11/2025 | LPL Financial LLC | 151,880 | $1.54M | 0.0% | +2.3% | 0.383% | |
2/11/2025 | ProVise Management Group LLC | 97,623 | $987K | 0.1% | +5.0% | 0.246% | |
2/10/2025 | Advisors Asset Management Inc. | 327,917 | $3.32M | 0.1% | -14.5% | 0.827% | |
2/10/2025 | one8zero8 LLC | 18,000 | $182K | 0.0% | N/A | 0.045% | |
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2/10/2025 | Commonwealth Equity Services LLC | 88,255 | $892K | 0.0% | -8.9% | 0.222% | |
2/7/2025 | HighTower Advisors LLC | 24,148 | $244K | 0.0% | +14.4% | 0.061% | |
2/6/2025 | Raymond James Financial Inc. | 674,318 | $6.82M | 0.0% | N/A | 1.700% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 87,011 | $880K | 0.0% | -4.2% | 0.219% | |
2/5/2025 | Noble Wealth Management PBC | 51,377 | $519K | 0.4% | N/A | 0.130% | |
2/5/2025 | Whipplewood Advisors LLC | 88,779 | $898K | 0.5% | N/A | 0.224% | |
2/4/2025 | Ackerman Capital Advisors LLC | 14,087 | $142K | 0.0% | N/A | 0.036% | |
2/4/2025 | Rothschild Investment LLC | 205,100 | $2.07M | 0.1% | +5.1% | 0.517% | |
1/31/2025 | Robinson Capital Management LLC | 402,506 | $4.07M | 1.6% | -11.1% | 1.015% | |
1/31/2025 | D.A. Davidson & CO. | 17,551 | $177K | 0.0% | -16.2% | 0.044% | |
1/31/2025 | Truist Financial Corp | 35,481 | $359K | 0.0% | -8.4% | 0.089% | |
1/31/2025 | Sanctuary Advisors LLC | 42,893 | $442K | 0.0% | -7.5% | 0.108% | |
1/29/2025 | Van ECK Associates Corp | 296,961 | $3.00M | 0.0% | +30.6% | 0.749% | |
1/28/2025 | Moloney Securities Asset Management LLC | 139,942 | $1.42M | 0.2% | +8.8% | 0.353% | |
1/17/2025 | Janney Montgomery Scott LLC | 235,550 | $2.38M | 0.0% | +0.6% | 0.594% | |
1/15/2025 | Arkadios Wealth Advisors | 11,191 | $113K | 0.0% | -42.2% | 0.028% | |
1/15/2025 | InTrack Investment Management Inc | 125,661 | $1.26M | 0.9% | +93.1% | 0.317% | |
1/14/2025 | Park Avenue Securities LLC | 100,354 | $1.02M | 0.0% | +7.4% | 0.253% | |
1/13/2025 | Capital Investment Advisors LLC | 83,750 | $847K | 0.0% | -15.1% | 0.211% | |
11/26/2024 | Peapack Gladstone Financial Corp | 12,965 | $142K | 0.0% | -7.6% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 46,393 | $482K | 0.0% | +52.6% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 60,867 | $668K | 0.0% | +33.0% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 21,113 | $231K | 0.0% | N/A | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 10,014 | $110K | 0.0% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 383,552 | $4.21M | 0.1% | -6.7% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 128,633 | $1.41M | 0.2% | +16.7% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 227,309 | $2.43M | 0.0% | -21.0% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 234,205 | $2.57M | 0.0% | +1.7% | 0.000% | |
10/25/2024 | Pathway Financial Advisers LLC | 7,295 | $80K | 0.0% | +997.0% | 0.000% | |
10/24/2024 | Pathway Financial Advisers LLC | 7,295 | $80K | 0.0% | +997.0% | 0.000% | |
10/24/2024 | Arkadios Wealth Advisors | 19,348 | $212K | 0.0% | -39.0% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 131,920 | $1.45M | 0.1% | -16.5% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 74,368 | $816K | 0.0% | N/A | 0.000% | |
10/18/2024 | Raymond James & Associates | 274,966 | $3.02M | 0.0% | +0.4% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 98,602 | $1.08M | 0.0% | -5.9% | 0.000% | |
10/16/2024 | Melfa Wealth Management Inc. | 413,807 | $4.54M | 3.0% | -1.3% | 0.000% | |
10/10/2024 | InTrack Investment Management Inc | 65,084 | $714K | 0.5% | -30.8% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 93,442 | $1.03M | 0.0% | -4.8% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 30,393 | $299K | 0.0% | N/A | 0.000% | |
8/21/2024 | Truist Financial Corp | 38,685 | $400K | 0.0% | -65.5% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,553 | $37K | 0.0% | -21.3% | 0.000% | |
8/12/2024 | ProVise Management Group LLC | 90,783 | $940K | 0.1% | +31.5% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 287,579 | $2.98M | 0.0% | -5.9% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 76,083 | $787K | 0.0% | -8.8% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 123,100 | $1.27M | 0.1% | N/A | 0.000% | |
7/30/2024 | Moloney Securities Asset Management LLC | 110,253 | $1.14M | 0.2% | +7.9% | 0.000% | |
7/29/2024 | Arkadios Wealth Advisors | 31,704 | $328K | 0.0% | N/A | 0.000% | |
7/23/2024 | Gridiron Partners LLC | 38,195 | $395K | 0.3% | -4.1% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 158,014 | $1.64M | 0.1% | -47.7% | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 419,369 | $4.34M | 3.0% | -0.4% | 0.000% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
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7/15/2024 | InTrack Investment Management Inc | 94,013 | $973K | 0.7% | +76.4% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 18,323 | $190K | 0.2% | +10.8% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 104,792 | $1.09M | 0.0% | -13.2% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 98,138 | $1.02M | 0.0% | -1.2% | 0.000% | |
7/9/2024 | Lynx Investment Advisory | 7,837 | $81K | 0.1% | N/A | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 18,894 | $194K | 0.0% | +66.2% | 0.000% | |
5/22/2024 | Livelsberger Financial Advisory | 13,746 | $138K | 1.6% | -19.9% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 367,447 | $3.77M | 0.1% | -6.2% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 584,203 | $5.77M | 2.1% | +0.2% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 74,307 | $762K | 0.0% | -32.7% | 0.000% | |