4/30/2025 | OMNI 360 Wealth Inc. | 24,328 | $277K | 0.2% | -10.9% | 0.000% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 52,000 | $594K | 0.0% | +100.0% | 0.000% | |
4/17/2025 | Grove Bank & Trust | 3,000 | $34K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 40,075 | $456K | 0.0% | -2.6% | 0.000% | |
4/17/2025 | Atlas Private Wealth Advisors | 14,220 | $162K | 0.0% | N/A | 0.000% | |
4/16/2025 | Opal Wealth Advisors LLC | 12,008 | $137K | 0.0% | +13.5% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,569 | $120K | 0.0% | N/A | 0.000% | |
4/10/2025 | Breakwater Capital Group | 43,174 | $491K | 0.1% | N/A | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 68,816 | $783K | 0.0% | -52.0% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 786,198 | $8.96M | 0.0% | +7.3% | 0.000% | |
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2/17/2025 | Ameriprise Financial Inc. | 14,510 | $165K | 0.0% | -12.1% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 665,090 | $7.58M | 0.1% | +6.7% | 0.000% | |
2/13/2025 | Broyhill Asset Management | 10,000 | $114K | 0.1% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 68,466 | $781K | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 17,839 | $203K | 0.0% | +17.2% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 190,875 | $2.18M | 0.0% | -1.4% | 0.000% | |
2/11/2025 | LPL Financial LLC | 14,674 | $167K | 0.0% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 53,997 | $616K | 0.0% | -3.7% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 195,071 | $2.22M | 0.0% | +0.7% | 0.000% | |
2/7/2025 | Tortoise Investment Management LLC | 15,078 | $172K | 0.0% | -72.5% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 68,466 | $781K | 0.0% | N/A | 0.000% | |
2/3/2025 | Transcend Capital Advisors LLC | 246,398 | $2.81M | 0.2% | +2,364.0% | 0.000% | |
1/31/2025 | Robinson Capital Management LLC | 102,408 | $1.17M | 0.5% | -32.8% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 17,049 | $194K | 0.0% | N/A | 0.000% | |
1/28/2025 | Stephens Inc. AR | 14,226 | $162K | 0.0% | N/A | 0.000% | |
1/28/2025 | Seelaus Asset Management LLC | 11,306 | $129K | 0.1% | N/A | 0.000% | |
1/23/2025 | Ibex Wealth Advisors | 14,908 | $170K | 0.0% | N/A | 0.000% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 26,000 | $296K | 0.0% | N/A | 0.000% | |
1/22/2025 | PFG Investments LLC | 20,482 | $233K | 0.0% | +66.3% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 41,144 | $469K | 0.0% | +10.5% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 143,291 | $1.63M | 0.1% | -61.7% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 12,462 | $147K | 0.0% | +18.8% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 11,405 | $134K | 0.0% | -45.8% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 193,671 | $2.28M | 0.0% | +1.1% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 38,119 | $449K | 0.0% | +82.9% | 0.000% | |
10/24/2024 | PFG Investments LLC | 12,315 | $145K | 0.0% | N/A | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 374,373 | $4.41M | 0.2% | -25.9% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 417,251 | $4.69M | 1.2% | -27.6% | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 79,455 | $894K | 0.1% | -9.1% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 59,624 | $671K | 0.0% | +8.1% | 0.000% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 505,210 | $5.68M | 0.3% | -0.6% | 0.000% | |
7/19/2024 | OMNI 360 Wealth Inc. | 27,064 | $304K | 0.2% | +12.6% | 0.000% | |
7/12/2024 | Opal Wealth Advisors LLC | 10,900 | $123K | 0.0% | N/A | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 101,483 | $1.08M | 0.4% | +13.9% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 957,236 | $10.48M | 0.3% | +0.6% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 37,872 | $415K | 0.0% | +2.6% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 508,175 | $5.57M | 0.3% | -24.6% | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 38,702 | $424K | 0.1% | N/A | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 98,459 | $1.09M | 0.1% | -16.2% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 951,059 | $10.50M | 0.3% | +6.1% | 0.000% | |
2/8/2024 | Robinson Capital Management LLC | 89,083 | $978K | 0.3% | +33.8% | 0.000% | |
2/8/2024 | Tortoise Investment Management LLC | 89,184 | $975K | 0.1% | -24.1% | 0.000% | |
2/8/2024 | OMNI 360 Wealth Inc. | 23,914 | $264K | 0.2% | N/A | 0.000% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 11,000 | $121K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,318 | $147K | 0.0% | -15.9% | 0.000% | |
1/16/2024 | Raymond James & Associates | 33,216 | $367K | 0.0% | +4.9% | 0.000% | |
1/10/2024 | Financial Network Wealth Management LLC | 31,727 | $350K | 0.2% | N/A | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 223,157 | $2.16M | 0.1% | +70.0% | 0.000% | |
11/14/2023 | Frisch Financial Group Inc. | 24,095 | $233K | 0.1% | -15.9% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 719,401 | $6.96M | 0.2% | +125.9% | 0.000% | |
11/14/2023 | Robinson Capital Management LLC | 66,583 | $636K | 0.3% | N/A | 0.000% | |
11/13/2023 | Wolverine Asset Management LLC | 7,632 | $74K | 0.0% | N/A | 0.000% | |
11/9/2023 | Karpus Management Inc. | 896,313 | $8.67M | 0.3% | -0.3% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 223,092 | $2.15M | 0.0% | +3.5% | 0.000% | |
11/8/2023 | Fort Point Capital Partners LLC | 31,904 | $309K | 0.0% | +110.1% | 0.000% | |
11/8/2023 | Janney Montgomery Scott LLC | 49,814 | $482K | 0.0% | +12.0% | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 681,180 | $6.59M | 0.4% | -11.2% | 0.000% | |
10/26/2023 | Shufro Rose & Co. LLC | 17,000 | $164K | 0.0% | +61.9% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 60,585 | $586K | 0.0% | +35.0% | 0.000% | |
10/18/2023 | Opal Wealth Advisors LLC | 11,033 | $107K | 0.1% | -51.9% | 0.000% | |
10/13/2023 | Strategic Advisors LLC | 10,205 | $99K | 0.0% | -43.9% | 0.000% | |
8/14/2023 | Fort Point Capital Partners LLC | 15,185 | $163K | 0.0% | N/A | 0.000% | |
8/11/2023 | Karpus Management Inc. | 899,113 | $9.67M | 0.3% | +0.4% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 11,163 | $120K | 0.0% | N/A | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 468,433 | $5.04M | 0.0% | -5.3% | 0.000% | |
8/7/2023 | Tortoise Investment Management LLC | 120,287 | $1.29M | 0.2% | +3.3% | 0.000% | |
7/27/2023 | Next Capital Management LLC | 39,784 | $428K | 0.2% | -35.4% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 44,496 | $478K | 0.0% | +2.1% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 15,630 | $168K | 0.0% | +10.1% | 0.000% | |
7/25/2023 | Raymond James & Associates | 31,679 | $341K | 0.0% | +25.8% | 0.000% | |
5/11/2023 | Karpus Management Inc. | 895,895 | $9.89M | 0.3% | +20.0% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 494,894 | $5.46M | 0.0% | +18.9% | 0.000% | |
5/9/2023 | Tortoise Investment Management LLC | 116,495 | $1.29M | 0.2% | +8.5% | 0.000% | |
4/28/2023 | Adirondack Trust Co. | 2,900 | $32K | 0.0% | N/A | 0.000% | |
4/28/2023 | Janney Montgomery Scott LLC | 43,562 | $481K | 0.0% | +10.8% | 0.000% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 4,000 | $44K | 0.0% | -68.0% | 0.000% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 745,053 | $8.23M | 0.5% | +9.4% | 0.000% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 6,675 | $74K | 0.0% | N/A | 0.000% | |
4/14/2023 | Raymond James & Associates | 25,179 | $278K | 0.0% | +81.4% | 0.000% | |
2/13/2023 | Frisch Financial Group Inc. | 28,921 | $309K | 0.1% | N/A | 0.000% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
2/9/2023 | Landscape Capital Management L.L.C. | 14,735 | $158K | 0.0% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 218,021 | $2.33M | 0.0% | +2.1% | 0.000% | |
2/8/2023 | Dakota Wealth Management | 10,600 | $113K | 0.0% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 39,361 | $421K | 0.0% | -3.3% | 0.000% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 12,500 | $134K | 0.0% | -10.7% | 0.000% | |
2/3/2023 | Tortoise Investment Management LLC | 107,405 | $1.15M | 0.2% | +5.6% | 0.000% | |
2/3/2023 | Opal Wealth Advisors LLC | 22,866 | $245K | 0.1% | N/A | 0.000% | |
2/1/2023 | Janney Montgomery Scott LLC | 39,306 | $421K | 0.0% | +15.7% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 14,606 | $156K | 0.0% | -28.2% | 0.000% | |
1/25/2023 | Shufro Rose & Co. LLC | 10,500 | $112K | 0.0% | -36.4% | 0.000% | |