2/13/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 432,082 | $2.45M | 0.5% | -1.0% | 1.549% | |
2/13/2024 | Peapack Gladstone Financial Corp | 42,435 | $241K | 0.0% | -4.6% | 0.152% | |
1/31/2024 | Institute for Wealth Management LLC. | 16,721 | $95K | 0.0% | -10.2% | 0.060% | |
1/31/2024 | Telos Capital Management Inc. | 26,355 | $149K | 0.0% | N/A | 0.094% | |
11/16/2023 | Belpointe Asset Management LLC | 14,000 | $82K | 0.0% | N/A | 0.050% | |
11/9/2023 | Atomi Financial Group Inc. | 85,886 | $506K | 0.2% | +97.6% | 0.309% | |
|
11/9/2023 | Blair William & Co. IL | 15,892 | $94K | 0.0% | -66.4% | 0.057% | |
11/8/2023 | Atria Wealth Solutions Inc. | 31,791 | $187K | 0.0% | N/A | 0.114% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,529 | $62K | 0.0% | N/A | 0.038% | |
8/15/2023 | Brasada Capital Management LP | 12,549 | $83K | 0.0% | -22.0% | 0.045% | |
8/10/2023 | GABELLI & Co INVESTMENT ADVISERS INC. | 436,459 | $2.87M | 0.5% | N/A | 1.569% | |
8/10/2023 | Commonwealth Equity Services LLC | 451,783 | $2.97M | 0.0% | +3.1% | 1.625% | |
7/31/2023 | LPL Financial LLC | 285,659 | $1.88M | 0.0% | +2.0% | 1.027% | |
7/21/2023 | Creative Planning | 12,009 | $79K | 0.0% | -40.9% | 0.043% | |
7/10/2023 | Level Four Advisory Services LLC | 39,876 | $262K | 0.0% | +7.0% | 0.143% | |
6/7/2023 | Atomi Financial Group Inc. | 42,457 | $239K | 0.1% | N/A | 0.153% | |
5/11/2023 | Commonwealth Equity Services LLC | 438,327 | $2.47M | 0.0% | -3.6% | 1.576% | |
5/1/2023 | Sheaff Brock Investment Advisors LLC | 16,256 | $92K | 0.0% | -50.0% | 0.058% | |
4/21/2023 | Kovack Advisors Inc. | 12,889 | $73K | 0.0% | N/A | 0.046% | |
2/13/2023 | Gamco Investors INC. ET AL | 47,348 | $253K | 0.0% | -96.1% | 0.187% | |
2/10/2023 | Blair William & Co. IL | 82,987 | $444K | 0.0% | -29.4% | 0.329% | |
2/7/2023 | Commonwealth Equity Services LLC | 454,815 | $2.43M | 0.0% | +2.3% | 1.801% | |
11/15/2022 | Commonwealth Equity Services LLC | 444,390 | $2.78M | 0.0% | +1.0% | 1.759% | |
11/7/2022 | Level Four Advisory Services LLC | 35,943 | $225K | 0.0% | +26.1% | 0.142% | |
11/3/2022 | Sheaff Brock Investment Advisors LLC | 27,162 | $170K | 0.0% | +8.5% | 0.108% | |
10/25/2022 | Raymond James & Associates | 10,223 | $64K | 0.0% | -43.3% | 0.040% | |
9/9/2022 | B. Riley Wealth Management Inc. | 14,141 | $102K | 0.0% | N/A | 0.056% | |
8/16/2022 | Chilton Capital Management LLC | 6,000 | $43K | 0.0% | N/A | 0.024% | |
8/8/2022 | Level Four Advisory Services LLC | 28,493 | $206K | 0.0% | +7.1% | 0.113% | |
8/3/2022 | Wealth Effects LLC | 16,700 | $121K | 0.1% | -13.0% | 0.066% | |
8/2/2022 | Sheaff Brock Investment Advisors LLC | 25,023 | $181K | 0.0% | +12.8% | 0.099% | |
7/19/2022 | Commonwealth Equity Services LLC | 439,978 | $3.18M | 0.0% | +0.5% | 1.742% | |
7/19/2022 | Claraphi Advisory Network LLC | 28,561 | $206K | 0.1% | +12.1% | 0.113% | |
5/10/2022 | Level Four Advisory Services LLC | 26,593 | $245K | 0.0% | +51.2% | 0.105% | |
5/9/2022 | Dixon Hubard Feinour & Brown Inc. VA | 11,250 | $104K | 0.0% | N/A | 0.045% | |
5/6/2022 | Sheaff Brock Investment Advisors LLC | 15,073 | $139K | 0.0% | +12.5% | 0.060% | |
5/4/2022 | Advisor Group Holdings Inc. | 71,016 | $654K | 0.0% | +5.0% | 0.281% | |
5/4/2022 | Prospera Financial Services Inc | 2,959 | $27K | 0.0% | N/A | 0.012% | |
5/4/2022 | Commonwealth Equity Services LLC | 437,699 | $4.03M | 0.0% | +12.8% | 1.733% | |
2/14/2022 | Blair William & Co. IL | 174,517 | $1.52M | 0.0% | -8.2% | 0.691% | |
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2/11/2022 | Gamco Investors INC. ET AL | 1,223,932 | $10.62M | 0.1% | +4.1% | 4.845% | |
2/11/2022 | Level Four Advisory Services LLC | 17,593 | $153K | 0.0% | N/A | 0.070% | |
2/10/2022 | Brasada Capital Management LP | 14,905 | $131K | 0.0% | +8.9% | 0.059% | |
2/9/2022 | Wolverine Asset Management LLC | 3,460 | $30K | 0.0% | N/A | 0.014% | |
2/9/2022 | Yakira Capital Management Inc. | 91,486 | $794K | 0.1% | -31.8% | 0.362% | |
2/9/2022 | Wealth Effects LLC | 19,203 | $167K | 0.1% | N/A | 0.076% | |
2/8/2022 | Raymond James & Associates | 18,392 | $160K | 0.0% | -17.5% | 0.073% | |
2/7/2022 | Claraphi Advisory Network LLC | 25,470 | $221K | 0.1% | +14.6% | 0.101% | |
2/3/2022 | Advisor Group Holdings Inc. | 67,616 | $587K | 0.0% | -3.2% | 0.268% | |
2/3/2022 | Sheaff Brock Investment Advisors LLC | 13,398 | $116K | 0.0% | N/A | 0.053% | |
1/31/2022 | Commonwealth Equity Services LLC | 388,014 | $3.37M | 0.0% | +1.8% | 1.536% | |
1/14/2022 | Spire Wealth Management | 4,716 | $41K | 0.0% | N/A | 0.019% | |
11/16/2021 | LPL Financial LLC | 234,951 | $2.15M | 0.0% | +27.8% | 0.930% | |
11/16/2021 | Clough Capital Partners L P | 30,483 | $278K | 0.0% | N/A | 0.121% | |
11/16/2021 | Claraphi Advisory Network LLC | 22,230 | $203K | 0.1% | +7.3% | 0.088% | |
11/12/2021 | GABELLI & Co INVESTMENT ADVISERS INC. | 439,377 | $4.01M | 0.5% | +36.3% | 1.739% | |
11/12/2021 | Gamco Investors INC. ET AL | 1,175,847 | $10.74M | 0.1% | +25.0% | 4.654% | |
11/12/2021 | Sit Investment Associates Inc. | 133,256 | $1.22M | 0.0% | +645.6% | 0.527% | |
11/5/2021 | Advisor Group Holdings Inc. | 69,816 | $637K | 0.0% | +9.3% | 0.276% | |
11/2/2021 | Raymond James & Associates | 22,303 | $204K | 0.0% | N/A | 0.088% | |
10/29/2021 | Commonwealth Equity Services LLC | 381,118 | $3.48M | 0.0% | +30.2% | 1.509% | |
10/12/2021 | Level Four Financial LLC | 10,693 | $98K | 0.0% | N/A | 0.042% | |
8/16/2021 | Morgan Stanley | 309,712 | $3.47M | 0.0% | +38.5% | 1.226% | |
8/13/2021 | Gamco Investors INC. ET AL | 940,879 | $10.53M | 0.1% | +4.3% | 3.724% | |
8/13/2021 | LPL Financial LLC | 183,850 | $2.06M | 0.0% | -4.9% | 0.728% | |
8/13/2021 | Sit Investment Associates Inc. | 17,872 | $200K | 0.0% | N/A | 0.071% | |
8/12/2021 | Blair William & Co. IL | 195,717 | $2.19M | 0.0% | +1.4% | 0.775% | |
8/11/2021 | Commonwealth Equity Services LLC | 292,712 | $3.28M | 0.0% | +2.5% | 1.159% | |
8/11/2021 | Baird Financial Group Inc. | 19,380 | $217K | 0.0% | +20.8% | 0.077% | |
8/6/2021 | HighTower Advisors LLC | 11,618 | $130K | 0.0% | N/A | 0.046% | |
8/4/2021 | Creative Planning | 10,932 | $122K | 0.0% | -63.7% | 0.043% | |
8/3/2021 | Oppenheimer & Co. Inc. | 13,338 | $150K | 0.0% | +13.6% | 0.053% | |
8/2/2021 | Advisor Group Holdings Inc. | 63,866 | $714K | 0.0% | -3.9% | 0.253% | |
5/18/2021 | Morgan Stanley | 223,635 | $2.14M | 0.0% | +336.5% | 0.885% | |
5/17/2021 | Royal Bank of Canada | 9,506 | $91K | 0.0% | -9.9% | 0.038% | |
5/14/2021 | MML Investors Services LLC | 12,930 | $124K | 0.0% | +13.5% | 0.051% | |
5/13/2021 | Guggenheim Capital LLC | 71,561 | $684K | 0.0% | +240.1% | 0.283% | |
5/13/2021 | Blair William & Co. IL | 193,050 | $1.85M | 0.0% | -4.5% | 0.764% | |
5/13/2021 | Baird Financial Group Inc. | 16,046 | $153K | 0.0% | N/A | 0.064% | |
5/12/2021 | UBS Group AG | 11,604 | $111K | 0.0% | -20.9% | 0.046% | |
5/10/2021 | Oppenheimer & Co. Inc. | 11,743 | $112K | 0.0% | N/A | 0.046% | |
5/7/2021 | Brasada Capital Management LP | 12,114 | $116K | 0.0% | N/A | 0.048% | |
5/4/2021 | Commonwealth Equity Services LLC | 285,523 | $2.73M | 0.0% | +5.2% | 1.130% | |
4/30/2021 | Claraphi Advisory Network LLC | 20,735 | $198K | 0.1% | +13.7% | 0.082% | |
4/26/2021 | Wedbush Securities Inc. | 14,652 | $140K | 0.0% | +14.1% | 0.058% | |
2/16/2021 | Guggenheim Capital LLC | 21,044 | $168K | 0.0% | N/A | 0.085% | |
2/12/2021 | LPL Financial LLC | 182,298 | $1.45M | 0.0% | +15.5% | 0.732% | |
2/10/2021 | Mid Atlantic Financial Management Inc. ADV | 54,600 | $435K | 0.0% | -23.4% | 0.219% | |
2/9/2021 | Wells Fargo & Company MN | 92,712 | $738K | 0.0% | -9.9% | 0.372% | |
2/9/2021 | Blair William & Co. IL | 202,250 | $1.61M | 0.0% | -2.7% | 0.812% | |
Move Your Money Before May 22 (Ad) The SIX WORDS That Could Destroy America... And The Value of Your Savings.
He predicted the dangerous rise of inflation... the death of the 60/40 portfolio... and now, this 40-year market veteran and retirement expert is stepping forward with a new must-see warning for every American. It involves the world's most powerful investors, central bankers, and America's most bitter geopolitical rivals. Here's where Dr. David Eifrig says to move your money immediately. |
2/9/2021 | Landscape Capital Management L.L.C. | 27,365 | $218K | 0.0% | N/A | 0.110% | |
2/5/2021 | Gamco Investors INC. ET AL | 902,097 | $7.18M | 0.1% | +6.0% | 3.623% | |
2/5/2021 | Claraphi Advisory Network LLC | 18,233 | $145K | 0.0% | +22.6% | 0.073% | |
2/1/2021 | Sheaff Brock Investment Advisors LLC | 14,503 | $115K | 0.0% | N/A | 0.058% | |
1/29/2021 | Creative Planning | 30,057 | $239K | 0.0% | +22.6% | 0.121% | |
1/26/2021 | Live Oak Private Wealth LLC | 134,937 | $1.07M | 0.3% | +5.1% | 0.542% | |
1/19/2021 | FNY Investment Advisers LLC | 4,169 | $33K | 0.0% | N/A | 0.017% | |
11/9/2020 | Live Oak Private Wealth LLC | 128,437 | $830K | 0.3% | +6.2% | 0.516% | |
11/9/2020 | LPL Financial LLC | 157,796 | $1.02M | 0.0% | +3.3% | 0.634% | |
11/6/2020 | Blair William & Co. IL | 207,900 | $1.34M | 0.0% | -6.7% | 0.835% | |