4/19/2024 | Carret Asset Management LLC | 105,586 | $3.48M | 0.4% | -0.9% | 0.012% | |
4/19/2024 | Tradewinds Capital Management LLC | 3,000 | $99K | 0.0% | N/A | 0.000% | |
4/19/2024 | Azzad Asset Management Inc. ADV | 76,404 | $2.52M | 0.3% | +0.7% | 0.009% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 2,096,759 | $69.11M | 0.0% | +2.1% | 0.245% | |
4/18/2024 | SeaCrest Wealth Management LLC | 9,240 | $305K | 0.0% | -22.4% | 0.001% | |
4/18/2024 | West Oak Capital LLC | 51,430 | $1.70M | 0.7% | +1.1% | 0.006% | |
|
4/18/2024 | Cullinan Associates Inc. | 82,446 | $2.72M | 0.2% | -27.3% | 0.010% | |
4/18/2024 | tru Independence LLC | 188,186 | $6.20M | 1.8% | -1.1% | 0.022% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 37,062 | $1.22M | 0.0% | -2.2% | 0.004% | |
4/18/2024 | Oak Thistle LLC | 22,059 | $727K | 0.7% | -70.9% | 0.003% | |
4/18/2024 | Claro Advisors LLC | 7,490 | $247K | 0.0% | +7.8% | 0.001% | |
4/18/2024 | Diversified Trust Co | 12,254 | $404K | 0.0% | +10.8% | 0.001% | |
4/18/2024 | Aviance Capital Partners LLC | 25,878 | $853K | 0.1% | +7.3% | 0.003% | |
4/18/2024 | LVW Advisors LLC | 9,385 | $309K | 0.1% | +20.6% | 0.001% | |
4/18/2024 | Citizens Business Bank | 9,061 | $299K | 0.1% | +31.8% | 0.001% | |
4/18/2024 | Barry Investment Advisors LLC | 10,688 | $352K | 0.1% | -10.1% | 0.001% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 21,996 | $725K | 0.2% | -42.3% | 0.003% | |
4/17/2024 | D.B. Root & Company LLC | 38,524 | $1.27M | 0.4% | -4.4% | 0.005% | |
4/17/2024 | River Street Advisors LLC | 17,455 | $575K | 0.4% | +4.9% | 0.002% | |
4/17/2024 | Merrion Investment Management Co LLC | 49,800 | $1.64M | 1.2% | +1.4% | 0.006% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 110,057 | $3.63M | 0.7% | -2.5% | 0.013% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 6,094 | $201K | 0.2% | N/A | 0.001% | |
4/16/2024 | Webster Bank N. A. | 25,154 | $829K | 0.1% | -1.9% | 0.003% | |
4/16/2024 | Cambridge Advisors Inc. | 35,598 | $1.17M | 0.3% | -4.0% | 0.004% | |
4/16/2024 | Atlantic Union Bankshares Corp | 12,834 | $423K | 0.0% | -10.8% | 0.002% | |
4/16/2024 | Register Financial Advisors LLC | 1,000 | $33K | 0.0% | N/A | 0.000% | |
4/16/2024 | Courier Capital LLC | 28,813 | $950K | 0.1% | +20.4% | 0.003% | |
4/16/2024 | Overbrook Management Corp | 27,000 | $890K | 0.2% | N/A | 0.003% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,176,885 | $38.79M | 0.1% | -1.5% | 0.138% | |
4/15/2024 | St. Johns Investment Management Company LLC | 22,483 | $741K | 0.4% | +3.8% | 0.003% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,000 | $33K | 0.0% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 9,600 | $316K | 0.0% | +92.0% | 0.001% | |
4/15/2024 | RMR Wealth Builders | 24,680 | $813K | 0.1% | +30.0% | 0.003% | |
4/15/2024 | Atlas Capital Advisors LLC | 19,705 | $649K | 0.1% | +2.4% | 0.002% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 18,505 | $610K | 0.1% | -9.0% | 0.002% | |
4/15/2024 | Kwmg LLC | 145,514 | $4.80M | 0.5% | +4.0% | 0.017% | |
4/13/2024 | Parkside Investments LLC | 197,556 | $6.51M | 1.0% | -11.4% | 0.023% | |
4/13/2024 | Wallace Advisory Group LLC | 9,788 | $298K | 0.2% | -21.3% | 0.001% | |
4/12/2024 | Riverview Trust Co | 1,061 | $35K | 0.0% | N/A | 0.000% | |
4/12/2024 | Gateway Investment Advisers LLC | 502,234 | $16.55M | 0.2% | -0.1% | 0.059% | |
Secret Bull Market Starts in This Unusual Sector (Ad) "We're only at the very beginning of a new wave that could deliver 500%-plus gains in the years to come."
In fact, 50 small companies related to this sector have already soared 100% or more in a recent 90-day stretch. Click for my No. 1 investment, all free of charge, click here. |
4/12/2024 | Jacobs & Co. CA | 176,802 | $5.83M | 0.6% | -12.2% | 0.021% | |
4/12/2024 | Folger Nolan Fleming Douglas Capital Management Inc. | 20,600 | $679K | 0.1% | -4.6% | 0.002% | |
4/11/2024 | Benson Investment Management Company Inc. | 141,779 | $4.67M | 2.0% | N/A | 0.017% | |
4/11/2024 | Bridge Creek Capital Management LLC | 120,699 | $3.98M | 1.3% | +1.9% | 0.014% | |
4/11/2024 | Radnor Capital Management LLC | 30,510 | $1.01M | 0.2% | -6.1% | 0.004% | |
4/11/2024 | Roble Belko & Company Inc | 1,500 | $49K | 0.0% | -40.0% | 0.000% | |
4/11/2024 | O Keefe Stevens Advisory Inc. | 301,800 | $9.95M | 3.3% | +1.5% | 0.035% | |
4/11/2024 | Central Bank & Trust Co. | 11,322 | $373K | 0.1% | -4.9% | 0.001% | |
4/11/2024 | Werlinich Asset Management LLC | 70,555 | $2.33M | 1.5% | +0.9% | 0.008% | |
4/11/2024 | Gulf International Bank UK Ltd | 69,899 | $2.30M | 0.1% | +0.6% | 0.008% | |
4/11/2024 | CHURCHILL MANAGEMENT Corp | 51,824 | $1.71M | 0.0% | N/A | 0.006% | |
4/11/2024 | Meyer Handelman Co. | 482,122 | $15.89M | 0.6% | -11.6% | 0.056% | |
4/11/2024 | RFG Advisory LLC | 11,032 | $364K | 0.0% | -9.1% | 0.001% | |
4/11/2024 | Dakota Community Bank & Trust NA | 4,064 | $134K | 0.7% | +52.0% | 0.000% | |
4/10/2024 | Buckingham Capital Management Inc. | 111,376 | $3.67M | 0.4% | -23.0% | 0.013% | |
4/10/2024 | Nexus Investment Management ULC | 99,600 | $3.28M | 0.3% | +1.0% | 0.012% | |
4/10/2024 | Park Avenue Securities LLC | 7,652 | $252K | 0.0% | N/A | 0.001% | |
4/10/2024 | KMG Fiduciary Partners LLC | 41,511 | $1.37M | 0.1% | +5.4% | 0.005% | |
4/10/2024 | Bank of New Hampshire | 11,930 | $393K | 0.1% | -12.8% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 46,407 | $1.53M | 0.1% | +176.2% | 0.005% | |
4/10/2024 | Founders Capital Management | 154,068 | $5.08M | 3.4% | +42.4% | 0.018% | |
4/10/2024 | Czech National Bank | 135,105 | $4.45M | 0.1% | +0.5% | 0.016% | |
4/10/2024 | Green Alpha Advisors LLC | 35,196 | $1.16M | 0.8% | +5.3% | 0.004% | |
4/9/2024 | Alaska Permanent Fund Corp | 83,551 | $2.75M | 0.0% | +0.4% | 0.010% | |
4/9/2024 | Osher Van de Voorde Investment Management | 464,900 | $15.32M | 3.6% | N/A | 0.054% | |
4/9/2024 | New Hampshire Trust | 8,058 | $266K | 0.1% | N/A | 0.001% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 56,777 | $1.87M | 0.1% | +75.5% | 0.007% | |
4/9/2024 | Rise Advisors LLC | 1,669 | $55K | 0.0% | +76.2% | 0.000% | |
4/9/2024 | Neville Rodie & Shaw Inc. | 71,246 | $2.35M | 0.2% | -3.0% | 0.008% | |
4/9/2024 | Mather Group LLC. | 2,838 | $86K | 0.0% | N/A | 0.000% | |
4/8/2024 | Tompkins Financial Corp | 29,812 | $983K | 0.1% | +4.5% | 0.003% | |
4/5/2024 | First Hawaiian Bank | 36,989 | $1.22M | 0.0% | -26.5% | 0.004% | |
4/5/2024 | Compass Wealth Management LLC | 85,560 | $2.82M | 0.7% | -12.4% | 0.010% | |
4/5/2024 | CWM LLC | 22,649 | $747K | 0.0% | +11.6% | 0.003% | |
4/4/2024 | Moody National Bank Trust Division | 6,285 | $207K | 0.0% | N/A | 0.001% | |
4/4/2024 | Cullen Investment Group LTD. | 80,859 | $2.63M | 0.4% | +2.9% | 0.009% | |
4/2/2024 | ST Germain D J Co. Inc. | 172,749 | $5.69M | 0.3% | -1.1% | 0.020% | |
4/1/2024 | Park National Corp OH | 20,329 | $670K | 0.0% | -9.0% | 0.002% | |
4/1/2024 | Canandaigua National Bank & Trust Co. | 20,800 | $686K | 0.1% | -6.3% | 0.002% | |
4/1/2024 | Appleton Partners Inc. MA | 44,679 | $1.47M | 0.1% | +2.5% | 0.005% | |
3/29/2024 | Adirondack Trust Co. | 11,695 | $377K | 0.2% | -2.6% | 0.001% | |
3/27/2024 | Nomura Holdings Inc. | 15,504 | $472K | 0.0% | N/A | 0.002% | |
3/26/2024 | HighPoint Advisor Group LLC | 18,907 | $614K | 0.0% | N/A | 0.002% | |
3/22/2024 | PNC Financial Services Group Inc. | 614,714 | $18.72M | 0.0% | -1.7% | 0.072% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 64,769 | $1.97M | 0.1% | -5.2% | 0.008% | |
3/12/2024 | Cove Private Wealth LLC | 21,975 | $669K | 0.6% | N/A | 0.003% | |
3/11/2024 | Vanguard Group Inc. | 98,247,508 | $2.99B | 0.1% | 0.0% | 11.512% | |
3/11/2024 | Wahed Invest LLC | 12,982 | $395K | 0.1% | +8.6% | 0.002% | |
3/8/2024 | Trust Co. of Vermont | 5,662 | $172K | 0.0% | -28.0% | 0.001% | |
3/6/2024 | SageView Advisory Group LLC | 10,437 | $348K | 0.0% | N/A | 0.001% | |
The “Perfect Storm” for Gold (Ad) Gold has already reached all-time highs, and experts believe it's not slowing down any time soon.
In fact, some analysts predict a $7,000 price tag by 2025. Click here now to download the free Precious Metals Buying Guide! |
3/5/2024 | Fisher Asset Management LLC | 16,647 | $507K | 0.0% | +60.5% | 0.002% | |
3/5/2024 | Wellington Management Group LLP | 31,312,779 | $953.47M | 0.2% | +9.0% | 3.669% | |
3/1/2024 | Goldman Sachs Group Inc. | 6,212,356 | $189.17M | 0.0% | +41.7% | 0.728% | |
2/28/2024 | American International Group Inc. | 207,860 | $6.33M | 0.0% | -0.8% | 0.024% | |
2/28/2024 | EP Wealth Advisors LLC | 12,827 | $391K | 0.0% | -38.9% | 0.002% | |
2/26/2024 | Syon Capital LLC | 11,141 | $339K | 0.0% | N/A | 0.001% | |
2/26/2024 | Integrated Advisors Network LLC | 12,092 | $368K | 0.0% | -89.4% | 0.001% | |
2/26/2024 | Virtu Financial LLC | 23,309 | $710K | 0.1% | N/A | 0.003% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 65,853 | $2.01M | 0.0% | -3.8% | 0.008% | |
2/22/2024 | Auxier Asset Management | 158,476 | $4.83M | 0.8% | -0.8% | 0.019% | |