8/6/2025 | Prospera Financial Services Inc | 26,816 | $646K | 0.0% | -3.5% | 0.000% | |
8/5/2025 | Shaker Financial Services LLC | 117,919 | $2.84M | 1.0% | -59.1% | 0.000% | |
8/4/2025 | Kovack Advisors Inc. | 17,132 | $413K | 0.0% | N/A | 0.000% | |
8/4/2025 | Wolverine Asset Management LLC | 69,057 | $1.66M | 0.0% | +8.4% | 0.000% | |
8/4/2025 | Spire Wealth Management | 113,200 | $2.73M | 0.1% | +4.8% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 11,567 | $279K | 0.0% | N/A | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 342,599 | $8.26M | 0.1% | +0.7% | 0.000% | |
7/28/2025 | RFG Advisory LLC | 24,901 | $600K | 0.0% | -24.7% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 13,712 | $330K | 0.0% | +17.7% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 29,519 | $711K | 0.0% | +101.1% | 0.000% | |
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7/25/2025 | Concurrent Investment Advisors LLC | 11,511 | $277K | 0.0% | +14.8% | 0.000% | |
7/24/2025 | Financial Security Advisor Inc. | 12,000 | $289K | 0.1% | +9.1% | 0.000% | |
7/23/2025 | Joel Isaacson & Co. LLC | 658,913 | $15.88M | 0.6% | -3.6% | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 24,251 | $584K | 0.0% | -7.0% | 0.000% | |
7/22/2025 | DAVENPORT & Co LLC | 18,899 | $455K | 0.0% | -4.1% | 0.000% | |
7/22/2025 | Accel Wealth Management | 108,641 | $2.62M | 0.9% | -1.3% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,700 | $65K | 0.0% | N/A | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 48,380 | $1.17M | 0.0% | +2.0% | 0.000% | |
7/17/2025 | Johnson & White Wealth Management LLC | 14,351 | $346K | 0.2% | +47.7% | 0.000% | |
7/15/2025 | North Star Investment Management Corp. | 12,260 | $295K | 0.0% | -7.4% | 0.000% | |
7/14/2025 | Sowell Financial Services LLC | 26,797 | $646K | 0.0% | -11.1% | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 1,131,099,919 | $26.28B | 3.6% | +337,985.8% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 199,482 | $4.87M | 0.0% | +15.4% | 0.000% | |
7/8/2025 | MRA Advisory Group | 85,401 | $2.06M | 1.0% | +3.5% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 24,911 | $580K | 0.0% | +53.9% | 0.000% | |
5/16/2025 | Polar Asset Management Partners Inc. | 107,667 | $2.51M | 0.1% | N/A | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 189,517 | $4.36M | 0.1% | -27.1% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 249,128 | $5.80M | 0.1% | +13.3% | 0.000% | |
5/16/2025 | 1607 Capital Partners LLC | 551,772 | $12.84M | 1.0% | -6.0% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 211,404 | $4.92M | 0.0% | -4.3% | 0.000% | |
5/14/2025 | Comerica Bank | 8,451 | $197K | 0.0% | +6.3% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,500 | $58K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 707,832 | $16.47M | 0.0% | +4.7% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 49,615 | $1.16M | 0.0% | +1.2% | 0.000% | |
5/12/2025 | Meridian Wealth Management LLC | 33,792 | $786K | 0.0% | +18.9% | 0.000% | |
5/12/2025 | Virtu Financial LLC | 12,251 | $285K | 0.0% | N/A | 0.000% | |
5/12/2025 | Invesco Ltd. | 20,276 | $472K | 0.0% | -28.8% | 0.000% | |
5/12/2025 | Founders Financial Alliance LLC | 34,634 | $806K | 0.2% | +10.9% | 0.000% | |
5/12/2025 | Wolverine Asset Management LLC | 63,725 | $1.48M | 0.0% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 12,165 | $283K | 0.0% | N/A | 0.000% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
5/9/2025 | Cornerstone Advisors LLC | 287,195 | $6.68M | 0.3% | -45.7% | 0.000% | |
5/9/2025 | MGB Wealth Management LLC | 17,934 | $424K | 0.2% | +100.0% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 11,648 | $271K | 0.0% | -11.0% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 288,572 | $6.72M | 2.6% | +58.8% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 21,662 | $504K | 0.0% | +3.6% | 0.000% | |
5/7/2025 | N.E.W. Advisory Services LLC | 2,155 | $50K | 0.0% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 427,680 | $9.95M | 0.0% | +8.4% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 120,034 | $2.79M | 0.0% | +14.4% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 19,301 | $449K | 0.0% | +32.7% | 0.000% | |
5/5/2025 | Formidable Asset Management LLC | 148,841 | $3.46M | 0.6% | -3.4% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 178,040 | $4.14M | 0.0% | +2.2% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 14,095 | $328K | 0.0% | +3.6% | 0.000% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 58,852 | $1.37M | 0.4% | +19.4% | 0.000% | |
5/1/2025 | CWM LLC | 6,221 | $145K | 0.0% | +12.2% | 0.000% | |
5/1/2025 | Financial Security Advisor Inc. | 11,000 | $256K | 0.1% | +10.0% | 0.000% | |
4/30/2025 | Allworth Financial LP | 9,873 | $218K | 0.0% | +71.3% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 340,309 | $7.92M | 0.1% | -6.7% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 10,031 | $233K | 0.0% | N/A | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 14,025 | $326K | 0.0% | -3.8% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 5,102 | $119K | 0.0% | +25.4% | 0.000% | |
4/28/2025 | Yukon Wealth Management Inc. | 21,265 | $495K | 0.2% | N/A | 0.000% | |
4/25/2025 | Joel Isaacson & Co. LLC | 683,265 | $15.90M | 0.7% | -2.5% | 0.000% | |
4/23/2025 | Spire Wealth Management | 108,027 | $2.51M | 0.1% | +33.4% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 89,002 | $2.07M | 0.0% | -5.0% | 0.000% | |
4/18/2025 | Cornerstone Wealth Management LLC | 11,090 | $258K | 0.0% | -5.1% | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 30,128 | $701K | 0.0% | -10.6% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 47,445 | $1.10M | 0.0% | +5.9% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 172,920 | $4.02M | 0.0% | -0.5% | 0.000% | |
4/15/2025 | Kingstone Capital Partners Texas LLC | 334,560 | $7.79M | 6.3% | +10.9% | 0.000% | |
4/11/2025 | MRA Advisory Group | 82,489 | $1.92M | 1.0% | +2.1% | 0.000% | |
4/10/2025 | Accel Wealth Management | 110,043 | $2.56M | 0.9% | -5.0% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 33,059 | $769K | 0.0% | -10.5% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 4,350 | $101K | 0.0% | +108,650.0% | 0.000% | |
4/7/2025 | GAMMA Investing LLC | 34,905 | $812K | 0.0% | +2,227.0% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 173,812 | $4.18M | 0.0% | -5.1% | 0.000% | |
2/20/2025 | Kingstone Capital Partners Texas LLC | 301,728 | $7.26M | 5.9% | N/A | 0.000% | |
2/19/2025 | Formidable Asset Management LLC | 154,013 | $3.70M | 0.6% | -2.1% | 0.000% | |
2/19/2025 | Richmond Investment Services LLC | 17,216 | $414K | 0.2% | N/A | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 836,447 | $20.12M | 2.7% | -0.4% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 104,962 | $2.52M | 0.0% | +10.0% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 18,835 | $453K | 0.0% | +6.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 880,408 | $21.17M | 0.0% | -6.6% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 262,575 | $6.31M | 0.0% | +15.8% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 259,818 | $6.24M | 0.1% | -18.9% | 0.000% | |
2/14/2025 | Parvin Asset Management LLC | 2,350 | $57K | 0.1% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 50,091 | $1.21M | 0.0% | +2.6% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 181,673 | $4.37M | 1.7% | -12.1% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 116,951 | $2.81M | 0.0% | +0.7% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 587,126 | $14.12M | 1.1% | +11.4% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 359,498 | $8.65M | 0.1% | +7.9% | 0.000% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
2/13/2025 | Mariner LLC | 34,523 | $830K | 0.0% | +3.4% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 382,313 | $9.20M | 0.0% | -5.7% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 192,425 | $4.63M | 0.0% | -2.7% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 675,763 | $16.25M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 28,468 | $685K | 0.0% | -6.2% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 20,109 | $484K | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 644,068 | $15.49M | 0.0% | +2.2% | 0.000% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 49,291 | $1.19M | 0.3% | +151.6% | 0.000% | |
2/11/2025 | LPL Financial LLC | 394,509 | $9.49M | 0.0% | +27.3% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 219,845 | $5.29M | 0.1% | +2.4% | 0.000% | |