7/26/2024 | NavPoint Financial Inc. | 3,727 | $370K | 0.3% | -15.4% | 0.013% | |
7/26/2024 | Eagle Bay Advisors LLC | 45,205 | $4.49M | 2.7% | +19.4% | 0.161% | |
7/26/2024 | Proficio Capital Partners LLC | 537,741 | $53.44M | 5.6% | +74.0% | 1.914% | |
7/25/2024 | Capital Advisors Ltd. LLC | 16,721 | $1.66M | 0.2% | +14.9% | 0.060% | |
7/25/2024 | Clear Creek Financial Management LLC | 10,945 | $1.09M | 0.1% | -3.7% | 0.039% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 15,296 | $1.52M | 0.3% | +43.8% | 0.054% | |
|
7/24/2024 | Transcendent Capital Group LLC | 11,524 | $1.15M | 0.7% | +12,291.4% | 0.041% | |
7/24/2024 | Premier Path Wealth Partners LLC | 2,260 | $225K | 0.0% | N/A | 0.008% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,846 | $482K | 0.1% | +51.0% | 0.017% | |
7/23/2024 | GYL Financial Synergies LLC | 33,991 | $3.38M | 0.3% | -12.2% | 0.121% | |
7/23/2024 | Courier Capital LLC | 2,984 | $297K | 0.0% | -90.9% | 0.011% | |
7/22/2024 | Atria Wealth Solutions Inc. | 21,573 | $2.14M | 0.0% | +67.8% | 0.077% | |
7/22/2024 | Legacy CG LLC | 17,873 | $1.78M | 0.6% | -80.5% | 0.064% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 33,737 | $3.35M | 0.6% | +1.2% | 0.120% | |
7/22/2024 | Focus Financial Network Inc. | 3,255 | $323K | 0.0% | -4.2% | 0.012% | |
7/22/2024 | Dakota Wealth Management | 12,417 | $1.23M | 0.0% | -84.4% | 0.044% | |
7/20/2024 | Auour Investments LLC | 44,701 | $4.44M | 1.7% | -8.3% | 0.159% | |
7/20/2024 | Parsons Capital Management Inc. RI | 17,020 | $1.69M | 0.1% | +12.2% | 0.061% | |
7/19/2024 | Western Wealth Management LLC | 9,411 | $935K | 0.1% | +5.7% | 0.033% | |
7/19/2024 | Raymond James & Associates | 85,526 | $8.50M | 0.0% | -35.2% | 0.304% | |
7/19/2024 | Values First Advisors Inc. | 9,341 | $928K | 0.6% | +4.2% | 0.033% | |
7/19/2024 | World Equity Group Inc. | 15,418 | $1.53M | 0.5% | +31.0% | 0.055% | |
7/18/2024 | Blue Trust Inc. | 88,060 | $8.76M | 0.1% | +4.3% | 0.313% | |
7/18/2024 | Portside Wealth Group LLC | 4,064 | $404K | 0.1% | +24.7% | 0.014% | |
7/18/2024 | O ROURKE & COMPANY Inc | 2,953 | $293K | 0.2% | -8.9% | 0.011% | |
7/17/2024 | Epic Trust Investment Advisors LLC | 4,184 | $416K | 0.5% | N/A | 0.015% | |
7/17/2024 | Priebe Wealth Holdings LLC | 11,188 | $1.11M | 0.9% | -78.5% | 0.040% | |
7/16/2024 | Great Valley Advisor Group Inc. | 4,125 | $410K | 0.0% | +56.3% | 0.015% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 27,333 | $2.72M | 0.0% | +22.8% | 0.097% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 3,696 | $367K | 0.0% | +5.6% | 0.013% | |
7/12/2024 | Carr Financial Group Corp | 26,374 | $2.62M | 0.8% | -8.3% | 0.094% | |
7/12/2024 | Atlas Private Wealth Advisors | 2,274 | $226K | 0.0% | -13.9% | 0.008% | |
7/12/2024 | Opal Wealth Advisors LLC | 2,702 | $268K | 0.1% | N/A | 0.010% | |
7/11/2024 | Worth Asset Management LLC | 2,315 | $230K | 0.1% | -25.0% | 0.008% | |
7/11/2024 | WBH Advisory Inc. | 8,283 | $823K | 0.1% | +9.9% | 0.029% | |
7/11/2024 | Kohmann Bosshard Financial Services LLC | 14,007 | $1.39M | 0.2% | +6.6% | 0.050% | |
7/10/2024 | DBK Financial Counsel LLC | 6,375 | $633K | 0.7% | -45.5% | 0.023% | |
7/10/2024 | CWM LLC | 1,623,109 | $161.29M | 0.8% | -3.7% | 5.776% | |
7/9/2024 | Northwest Capital Management Inc | 4,735 | $471K | 0.2% | -31.9% | 0.017% | |
7/9/2024 | Lynx Investment Advisory | 9,616 | $956K | 0.7% | N/A | 0.034% | |
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7/8/2024 | Advance Capital Management Inc. | 9,927 | $986K | 0.0% | -27.4% | 0.035% | |
7/8/2024 | ST Germain D J Co. Inc. | 49,197 | $4.89M | 0.2% | -1.3% | 0.175% | |
7/3/2024 | Beacon Wealthcare LLC | 9,060 | $900K | 0.4% | +1.1% | 0.032% | |
6/20/2024 | HM Payson & Co. | 62,946 | $6.26M | 0.1% | -94.6% | 0.224% | |
6/10/2024 | Schwab Charitable Fund | 24,848 | $2.47M | 0.1% | +0.9% | 0.088% | |
5/24/2024 | Cetera Advisors LLC | 63,137 | $6.28M | 0.0% | +210.9% | 0.225% | |
5/24/2024 | Cetera Investment Advisers | 165,159 | $16.42M | 0.0% | +347.4% | 0.588% | |
5/23/2024 | Austin Wealth Management LLC | 101,709 | $10.10M | 2.5% | +8.4% | 0.362% | |
5/21/2024 | Atria Investments Inc | 36,225 | $3.60M | 0.0% | -21.2% | 0.129% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 80,315 | $7.99M | 0.9% | -9.2% | 0.286% | |
5/17/2024 | Comerica Bank | 1,147 | $114K | 0.0% | -66.8% | 0.004% | |
5/16/2024 | Jane Street Group LLC | 121,364 | $12.07M | 0.0% | +1,560.2% | 0.432% | |
5/16/2024 | Fairbanks Capital Management Inc. | 24,400 | $2.24M | 1.5% | +399.0% | 0.087% | |
5/15/2024 | Epoch Investment Partners Inc. | 175,905 | $17.49M | 0.1% | -13.9% | 0.626% | |
5/14/2024 | EP Wealth Advisors LLC | 63,644 | $6.33M | 0.1% | -29.5% | 0.226% | |
5/14/2024 | CreativeOne Wealth LLC | 4,450 | $442K | 0.0% | N/A | 0.016% | |
5/14/2024 | Lake Street Advisors Group LLC | 115,000 | $11.43M | 0.5% | N/A | 0.409% | |
5/11/2024 | Peak Asset Management LLC | 140,383 | $13.96M | 2.8% | +5.5% | 0.500% | |
5/11/2024 | Jacobi Capital Management LLC | 2,870 | $285K | 0.0% | -75.5% | 0.010% | |
5/10/2024 | Osaic Holdings Inc. | 779,210 | $77.47M | 0.2% | +5.8% | 2.773% | |
5/10/2024 | Kelman Lazarov Inc. | 135,558 | $13.48M | 2.6% | -12.5% | 0.482% | |
5/10/2024 | Horizon Family Wealth Inc. | 35,378 | $3.52M | 2.7% | +211.9% | 0.126% | |
5/9/2024 | Delos Wealth Advisors LLC | 131,727 | $13.10M | 14.7% | +0.7% | 0.469% | |
5/9/2024 | Private Portfolio Partners LLC | 31,130 | $3.10M | 0.6% | -10.1% | 0.111% | |
5/9/2024 | Orion Portfolio Solutions LLC | 24,170 | $2.40M | 0.0% | -14.6% | 0.086% | |
5/9/2024 | Fortis Capital Advisors LLC | 3,224 | $321K | 0.1% | -81.9% | 0.011% | |
5/9/2024 | Portland Global Advisors LLC | 111,134 | $11.05M | 1.5% | +26.0% | 0.395% | |
5/9/2024 | Eagle Bay Advisors LLC | 37,846 | $3.76M | 2.4% | -19.8% | 0.135% | |
5/8/2024 | Sheets Smith Wealth Management | 15,389 | $1.53M | 0.2% | +18.5% | 0.055% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,130 | $1.80M | 0.0% | +10.0% | 0.065% | |
5/7/2024 | Anson Capital Inc. | 17,123 | $1.70M | 2.4% | +70.8% | 0.061% | |
5/7/2024 | Choate Investment Advisors | 162,819 | $16.19M | 0.4% | +6.5% | 0.579% | |
5/7/2024 | Concurrent Investment Advisors LLC | 12,678 | $1.26M | 0.1% | +157.8% | 0.045% | |
5/7/2024 | Pecaut & CO. | 245,198 | $24.38M | 9.1% | +9.0% | 0.873% | |
5/7/2024 | PFG Advisors | 4,460 | $443K | 0.0% | -56.1% | 0.016% | |
5/3/2024 | WealthTrust Asset Management LLC | 4,318 | $429K | 0.3% | -82.8% | 0.015% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,284 | $824K | 0.1% | N/A | 0.029% | |
5/3/2024 | Proficio Capital Partners LLC | 309,087 | $30.31M | 3.3% | -45.6% | 1.100% | |
5/3/2024 | Meridian Management Co. | 10,062 | $1M | 0.3% | +5.6% | 0.036% | |
5/2/2024 | Smart Money Group LLC | 14,599 | $1.45M | 0.6% | +16.5% | 0.052% | |
5/2/2024 | Salomon & Ludwin LLC | 1,813 | $180K | 0.0% | N/A | 0.006% | |
5/2/2024 | Financial Counselors Inc. | 4,347 | $432K | 0.0% | N/A | 0.015% | |
5/1/2024 | Janney Montgomery Scott LLC | 34,595 | $3.44M | 0.0% | -38.1% | 0.123% | |
5/1/2024 | Auour Investments LLC | 48,728 | $4.85M | 1.8% | +19.9% | 0.173% | |
5/1/2024 | Blue Trust Inc. | 84,413 | $8.39M | 0.1% | +87.7% | 0.300% | |
4/30/2024 | Private Advisor Group LLC | 75,272 | $7.48M | 0.1% | -10.3% | 0.268% | |
4/30/2024 | Hartline Investment Corp | 3,210 | $319K | 0.1% | N/A | 0.011% | |
4/30/2024 | Fortis Group Advisors LLC | 274,262 | $27.27M | 5.0% | -54.6% | 0.976% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 10,635 | $1.06M | 0.2% | +305.0% | 0.038% | |
4/29/2024 | Commonwealth Equity Services LLC | 264,614 | $26.31M | 0.0% | +9.1% | 0.942% | |
Heard about the 72-Hour Profit Surge? Read this… (Ad) One of the most overlooked opportunities in the stock market is the 72-Hour Profit Surge...
A short period of time where we can bet on a stock that is ALREADY “winning.”
Let me give you a perfect example of how the Surge worked with Ross Stores.
Back on November 16th, a little move was made that sent their stock soaring…
The next day, my system would have alerted me that Ross Stores had entered the 72-Hour Profit Surge…![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8554&Placement=NativeDisplay&Source=NativeDisplay) Click here now to get all the details. |
4/29/2024 | Onyx Bridge Wealth Group LLC | 33,321 | $3.31M | 0.6% | +13.6% | 0.119% | |
4/27/2024 | Treasure Coast Financial Planning | 108,024 | $10.74M | 7.0% | +1.8% | 0.384% | |
4/26/2024 | Clear Creek Financial Management LLC | 11,366 | $1.13M | 0.1% | -7.1% | 0.040% | |
4/26/2024 | Carr Financial Group Corp | 28,761 | $2.86M | 1.0% | -20.9% | 0.102% | |
4/26/2024 | MONECO Advisors LLC | 3,365 | $335K | 0.1% | +53.4% | 0.012% | |
4/25/2024 | One Day In July LLC | 48,650 | $4.84M | 0.6% | +1,478.5% | 0.173% | |
4/25/2024 | Long Run Wealth Advisors LLC | 15,500 | $1.54M | 0.4% | N/A | 0.055% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 23,536 | $2.34M | 0.0% | -13.8% | 0.084% | |
4/24/2024 | Private Trust Co. NA | 6,340 | $630K | 0.1% | -3.1% | 0.023% | |
4/24/2024 | Trinity Legacy Partners LLC | 2,929 | $291K | 0.1% | -93.4% | 0.010% | |