7/25/2025 | Ackerman Capital Advisors LLC | 109,184 | $1.13M | 0.3% | -26.7% | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 83,100 | $858K | 0.0% | +2.5% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 64,785 | $669K | 0.4% | +39.1% | 0.000% | |
7/16/2025 | Kennedy Investment Group | 59,126 | $610K | 0.3% | -27.6% | 0.000% | |
7/15/2025 | Riverbridge Partners LLC | 36,931 | $381K | 0.0% | +5.3% | 0.000% | |
5/16/2025 | Plancorp LLC | 20,000 | $211K | 0.0% | N/A | 0.094% | |
5/16/2025 | AQR Arbitrage LLC | 32,230 | $341K | 0.0% | -53.3% | 0.152% | |
5/16/2025 | Advisors Asset Management Inc. | 347,223 | $3.67M | 0.1% | +17.9% | 1.635% | |
5/15/2025 | Landscape Capital Management L.L.C. | 12,655 | $134K | 0.0% | +12.0% | 0.060% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 73,069 | $772K | 0.3% | +69.4% | 0.344% | |
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5/13/2025 | Sit Investment Associates Inc. | 332,205 | $3.51M | 0.1% | +6.3% | 1.564% | |
5/13/2025 | HighTower Advisors LLC | 26,161 | $277K | 0.0% | -13.1% | 0.123% | |
5/12/2025 | Invesco Ltd. | 196,586 | $2.08M | 0.0% | +2.3% | 0.926% | |
5/9/2025 | Ackerman Capital Advisors LLC | 148,924 | $1.57M | 0.4% | -4.4% | 0.701% | |
5/7/2025 | Fiera Capital Corp | 173,348 | $1.83M | 0.0% | -8.0% | 0.816% | |
5/6/2025 | Kovack Advisors Inc. | 29,162 | $308K | 0.0% | +17.6% | 0.137% | |
5/2/2025 | Dakota Wealth Management | 25,000 | $264K | 0.0% | +108.3% | 0.118% | |
5/1/2025 | Callahan Advisors LLC | 66,601 | $704K | 0.1% | -24.5% | 0.314% | |
4/29/2025 | Concurrent Investment Advisors LLC | 81,100 | $857K | 0.0% | +5.2% | 0.382% | |
4/29/2025 | Mackay Shields LLC | 65,678 | $694K | 0.0% | N/A | 0.309% | |
4/23/2025 | Atala Financial Inc | 73,655 | $779K | 0.6% | +5.4% | 0.347% | |
4/22/2025 | Kennedy Investment Group | 81,708 | $864K | 0.4% | -18.2% | 0.385% | |
4/21/2025 | Avior Wealth Management LLC | 14,056 | $149K | 0.0% | +8.5% | 0.066% | |
4/21/2025 | Riverbridge Partners LLC | 35,080 | $371K | 0.0% | +7.3% | 0.165% | |
4/15/2025 | Noble Wealth Management PBC | 68,175 | $721K | 0.5% | -1.6% | 0.321% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 151,135 | $1.60M | 0.1% | N/A | 0.712% | |
2/17/2025 | Saba Capital Management L.P. | 180,033 | $1.90M | 0.0% | -34.0% | 0.848% | |
2/17/2025 | Pathstone Holdings LLC | 740,813 | $7.83M | 0.0% | +42.2% | 3.488% | |
2/17/2025 | Nomura Holdings Inc. | 29,300 | $309K | 0.0% | N/A | 0.138% | |
2/17/2025 | Logan Stone Capital LLC | 258,989 | $2.73M | 0.9% | +67.1% | 1.219% | |
2/17/2025 | Bank of America Corp DE | 56,342 | $594K | 0.0% | -14.5% | 0.265% | |
2/17/2025 | Ameriprise Financial Inc. | 93,638 | $988K | 0.0% | +5.8% | 0.441% | |
2/14/2025 | AQR Arbitrage LLC | 69,008 | $728K | 0.0% | -50.4% | 0.325% | |
2/13/2025 | Guggenheim Capital LLC | 474,769 | $5.01M | 0.0% | +26.8% | 2.235% | |
2/13/2025 | Cohen & Steers Inc. | 58,000 | $612K | 0.0% | +5.5% | 0.273% | |
2/13/2025 | Rockefeller Capital Management L.P. | 90,755 | $957K | 0.0% | +131.5% | 0.427% | |
2/13/2025 | Raymond James Financial Inc. | 38,770 | $409K | 0.0% | N/A | 0.183% | |
2/13/2025 | Invesco Ltd. | 192,106 | $2.03M | 0.0% | +12.9% | 0.904% | |
2/13/2025 | Sit Investment Associates Inc. | 312,513 | $3.30M | 0.1% | +23.2% | 1.471% | |
2/13/2025 | Wells Fargo & Company MN | 8,515 | $90K | 0.0% | -28.8% | 0.040% | |
What I told my neighbor to do with his money (Ad) When a close friend inherited money, Joel Litman gave him the same investment advice he gives his own mom.
The result? Completely unexpected—and surprisingly powerful. Now, Joel is sharing exactly what he told his friend… and what happened next. See the investment advice that shocked even Joel’s friend |
2/12/2025 | Landscape Capital Management L.L.C. | 11,295 | $119K | 0.0% | N/A | 0.053% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 43,122 | $455K | 0.1% | -13.3% | 0.203% | |
2/11/2025 | LPL Financial LLC | 13,517 | $143K | 0.0% | -17.0% | 0.064% | |
2/10/2025 | Advisors Asset Management Inc. | 294,524 | $3.11M | 0.1% | +85.0% | 1.387% | |
2/10/2025 | Horizon Kinetics Asset Management LLC | 47,926 | $506K | 0.0% | N/A | 0.226% | |
2/10/2025 | Atala Financial Inc | 69,900 | $737K | 0.5% | N/A | 0.329% | |
2/10/2025 | Commonwealth Equity Services LLC | 28,960 | $306K | 0.0% | +146.0% | 0.136% | |
2/10/2025 | Hollencrest Capital Management | 24,958 | $263K | 0.0% | N/A | 0.118% | |
2/10/2025 | EverSource Wealth Advisors LLC | 4,250 | $45K | 0.0% | -32.9% | 0.020% | |
2/7/2025 | HighTower Advisors LLC | 30,095 | $318K | 0.0% | +9.6% | 0.142% | |
2/7/2025 | Moors & Cabot Inc. | 17,500 | $185K | 0.0% | -6.3% | 0.082% | |
2/6/2025 | Freestone Capital Holdings LLC | 22,600 | $238K | 0.0% | +13.0% | 0.106% | |
2/6/2025 | Raymond James Financial Inc. | 38,770 | $409K | 0.0% | N/A | 0.183% | |
2/5/2025 | Noble Wealth Management PBC | 69,275 | $731K | 0.5% | N/A | 0.326% | |
2/4/2025 | Ackerman Capital Advisors LLC | 155,771 | $1.64M | 0.4% | +19.0% | 0.733% | |
2/4/2025 | Bank of New York Mellon Corp | 75,062 | $792K | 0.0% | +27.0% | 0.353% | |
2/3/2025 | Wolverine Asset Management LLC | 11,063 | $117K | 0.0% | +573.8% | 0.052% | |
2/3/2025 | Concurrent Investment Advisors LLC | 77,100 | $813K | 0.0% | +2.7% | 0.363% | |
1/31/2025 | Callahan Advisors LLC | 88,236 | $931K | 0.1% | N/A | 0.415% | |
1/30/2025 | Scarborough Advisors LLC | 103,523 | $1.09M | 0.2% | N/A | 0.487% | |
1/29/2025 | Van ECK Associates Corp | 175,118 | $1.85M | 0.0% | +4.7% | 0.824% | |
1/24/2025 | Catalina Capital Group LLC | 28,578 | $301K | 0.1% | N/A | 0.135% | |
1/22/2025 | Kennedy Investment Group | 99,927 | $1.05M | 0.5% | -10.1% | 0.470% | |
1/17/2025 | Avior Wealth Management LLC | 12,959 | $137K | 0.0% | +15.9% | 0.061% | |
1/17/2025 | Riverbridge Partners LLC | 32,703 | $345K | 0.0% | -4.0% | 0.154% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,005 | $201K | 0.0% | -15.6% | 0.089% | |
12/3/2024 | Rivernorth Capital Management LLC | 2,213,642 | $25.21M | 1.2% | +1.7% | 10.422% | |
11/15/2024 | HighTower Advisors LLC | 27,450 | $307K | 0.0% | +8.4% | 0.129% | |
11/15/2024 | Benjamin Edwards Inc. | 13,463 | $153K | 0.0% | N/A | 0.063% | |
11/14/2024 | Rockefeller Capital Management L.P. | 39,207 | $447K | 0.0% | +3.1% | 0.185% | |
11/8/2024 | Advisors Asset Management Inc. | 159,206 | $1.81M | 0.0% | +65.3% | 0.750% | |
11/8/2024 | Avior Wealth Management LLC | 11,184 | $127K | 0.0% | +17.8% | 0.053% | |
11/7/2024 | Pathstone Holdings LLC | 520,807 | $5.93M | 0.0% | +20.8% | 2.452% | |
11/1/2024 | Fiera Capital Corp | 185,095 | $2.11M | 0.0% | -4.7% | 0.871% | |
10/31/2024 | Concurrent Investment Advisors LLC | 75,100 | $855K | 0.0% | -3.8% | 0.354% | |
10/29/2024 | Van ECK Associates Corp | 167,252 | $1.85M | 0.0% | -2.5% | 0.787% | |
10/24/2024 | Ackerman Capital Advisors LLC | 130,955 | $1.49M | 0.4% | -4.1% | 0.617% | |
10/23/2024 | Dakota Wealth Management | 12,000 | $137K | 0.0% | -19.5% | 0.056% | |
10/21/2024 | Kennedy Investment Group | 111,190 | $1.27M | 0.6% | -5.4% | 0.523% | |
8/19/2024 | Kimelman & Baird LLC | 13,238 | $146K | 0.0% | N/A | 0.062% | |
8/15/2024 | Logan Stone Capital LLC | 169,000 | $1.87M | 0.5% | -22.6% | 0.796% | |
8/14/2024 | EverSource Wealth Advisors LLC | 6,333 | $70K | 0.0% | +204.0% | 0.030% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 2,400 | $27K | 0.0% | N/A | 0.011% | |
8/2/2024 | Wolverine Asset Management LLC | 6,637 | $73K | 0.0% | +268.7% | 0.031% | |
8/1/2024 | Fiera Capital Corp | 194,267 | $2.15M | 0.0% | -32.8% | 0.915% | |
7/31/2024 | Van ECK Associates Corp | 171,465 | $1.90M | 0.0% | +4.0% | 0.807% | |
7/31/2024 | Concurrent Investment Advisors LLC | 78,100 | $863K | 0.0% | +1.3% | 0.368% | |
7/26/2024 | Bank of New York Mellon Corp | 59,106 | $653K | 0.0% | +2.2% | 0.278% | |
7/26/2024 | Ackerman Capital Advisors LLC | 136,499 | $1.51M | 0.4% | +5.1% | 0.643% | |
7/18/2024 | Kennedy Investment Group | 117,491 | $1.30M | 0.7% | -16.6% | 0.553% | |
What I told my neighbor to do with his money (Ad) When a close friend inherited money, Joel Litman gave him the same investment advice he gives his own mom.
The result? Completely unexpected—and surprisingly powerful. Now, Joel is sharing exactly what he told his friend… and what happened next. See the investment advice that shocked even Joel’s friend |
7/15/2024 | Melfa Wealth Management Inc. | 46,761 | $517K | 0.4% | -15.4% | 0.220% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 11,229 | $123K | 0.0% | N/A | 0.053% | |
5/14/2024 | Robinson Capital Management LLC | 541,045 | $5.65M | 2.0% | +0.2% | 2.547% | |
5/14/2024 | Karpus Management Inc. | 309,500 | $3.38M | 0.1% | -1.2% | 1.457% | |
5/10/2024 | RPO LLC | 82,527 | $900K | 1.3% | -44.0% | 0.389% | |
5/7/2024 | Concurrent Investment Advisors LLC | 77,100 | $841K | 0.0% | +41.2% | 0.363% | |
4/30/2024 | Van ECK Associates Corp | 164,932 | $1.80M | 0.0% | +4.8% | 0.777% | |
4/24/2024 | Ackerman Capital Advisors LLC | 129,853 | $1.42M | 0.4% | -6.4% | 0.611% | |
3/27/2024 | Nomura Holdings Inc. | 12,092 | $130K | 0.0% | N/A | 0.057% | |
3/1/2024 | Pineridge Advisors LLC | 5,599 | $60K | 0.0% | N/A | 0.026% | |