5/1/2024 | Tanager Wealth Management LLP | 479,909 | $20.09M | 3.2% | +21.0% | 1.119% | |
4/25/2024 | Bank of New York Mellon Corp | 4,124,723 | $172.70M | 0.0% | +23.5% | 9.615% | |
4/24/2024 | Zhang Financial LLC | 40,908 | $1.71M | 0.1% | -6.0% | 0.095% | |
4/24/2024 | CENTRAL TRUST Co | 317,786 | $13.31M | 0.3% | +13.1% | 0.741% | |
4/22/2024 | Nilsine Partners LLC | 80,041 | $3.35M | 0.5% | -25.5% | 0.187% | |
4/16/2024 | Total Investment Management Inc. | 1,484,472 | $62.16M | 7.8% | +0.1% | 13.374% | |
|
4/10/2024 | Legacy Private Trust Co. | 5,528 | $231K | 0.0% | +10.0% | 0.050% | |
2/14/2024 | Waterloo Capital L.P. | 44,305 | $1.88M | 0.3% | -1.5% | 0.399% | |
2/9/2024 | Advisory Services Network LLC | 68,420 | $2.91M | 0.1% | +31.3% | 0.616% | |
2/8/2024 | First Heartland Consultants Inc. | 173,754 | $7.38M | 0.9% | +3.2% | 1.565% | |
2/7/2024 | Principal Securities Inc. | 2,056 | $87K | 0.0% | N/A | 0.019% | |
2/5/2024 | Silver Oak Securities Incorporated | 22,253 | $946K | 0.1% | +17.7% | 0.200% | |
2/2/2024 | Total Investment Management Inc. | 1,482,835 | $63.01M | 8.0% | +1.8% | 13.359% | |
1/31/2024 | Tanager Wealth Management LLP | 396,690 | $16.89M | 3.1% | +17.2% | 3.574% | |
1/31/2024 | Zhang Financial LLC | 43,502 | $1.85M | 0.2% | -20.6% | 0.392% | |
1/26/2024 | Keener Financial Planning LLC | 4,024 | $171K | 0.1% | N/A | 0.036% | |
1/24/2024 | CENTRAL TRUST Co | 281,066 | $11.94M | 0.3% | +27.6% | 2.532% | |
1/24/2024 | Nilsine Partners LLC | 107,405 | $4.56M | 0.7% | +4.2% | 0.968% | |
1/11/2024 | Advisory Resource Group | 207,334 | $8.81M | 2.2% | -1.8% | 1.868% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 25,887 | $1.09M | 0.0% | -1.1% | 0.233% | |
1/10/2024 | Sound Income Strategies LLC | 1,766 | $75K | 0.0% | N/A | 0.016% | |
1/4/2024 | Compass Wealth Management LLC | 4,690 | $199K | 0.1% | N/A | 0.042% | |
12/5/2023 | Advisory Resource Group | 211,117 | $8.51M | 2.3% | +0.1% | 1.902% | |
11/20/2023 | Silver Oak Securities Incorporated | 18,912 | $762K | 0.1% | N/A | 0.170% | |
11/16/2023 | Atticus Wealth Management LLC | 1,365 | $55K | 0.0% | N/A | 0.012% | |
11/15/2023 | Integrated Wealth Concepts LLC | 320,848 | $12.93M | 0.2% | +7.2% | 2.891% | |
11/9/2023 | First Heartland Consultants Inc. | 168,437 | $6.79M | 0.8% | N/A | 1.517% | |
11/8/2023 | Aptus Capital Advisors LLC | 652,443 | $26.29M | 0.7% | N/A | 5.878% | |
11/8/2023 | Tanager Wealth Management LLP | 338,598 | $13.64M | 2.8% | +210.7% | 3.050% | |
11/8/2023 | Pillar Wealth Advisors LLC | 10,700 | $431K | 0.4% | -53.4% | 0.096% | |
11/1/2023 | Nilsine Partners LLC | 103,108 | $4.16M | 0.6% | N/A | 0.929% | |
10/30/2023 | RFP Financial Group LLC | 2,898 | $117K | 0.1% | N/A | 0.026% | |
10/26/2023 | CENTRAL TRUST Co | 220,277 | $8.88M | 0.3% | +62.1% | 1.984% | |
10/26/2023 | Fiduciary Planning LLC | 124,728 | $5.03M | 2.4% | N/A | 1.124% | |
10/24/2023 | Total Investment Management Inc. | 1,457,019 | $58.71M | 8.4% | +51.6% | 13.126% | |
10/24/2023 | Bank of New York Mellon Corp | 3,902,913 | $157.27M | 0.0% | +2.9% | 35.161% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 1,295,452 | $52.20M | 12.7% | +13.7% | 11.671% | |
10/11/2023 | Legacy Private Trust Co. | 11,756 | $474K | 0.0% | N/A | 0.106% | |
10/11/2023 | Zhang Financial LLC | 54,791 | $2.21M | 0.2% | -20.5% | 0.494% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 26,177 | $1.06M | 0.0% | -1.6% | 0.236% | |
Elon to Transform U.S. Economy? (Ad) A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites.
And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth. One company holds a near-total monopoly on it. |
8/14/2023 | Stadion Money Management LLC | 1,090,021 | $45.78M | 3.0% | +3.1% | 9.820% | |
8/4/2023 | Pillar Wealth Advisors LLC | 22,950 | $964K | 0.8% | N/A | 0.226% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 26,608 | $1.12M | 0.1% | +124.3% | 0.262% | |
8/3/2023 | Tanager Wealth Management LLP | 108,982 | $4.58M | 1.0% | +39.5% | 1.074% | |
8/3/2023 | Bank of New York Mellon Corp | 3,791,487 | $159.24M | 0.0% | +3.7% | 37.355% | |
8/2/2023 | Bank of Montreal Can | 1,370 | $58K | 0.0% | N/A | 0.013% | |
7/31/2023 | LPL Financial LLC | 69,185 | $2.91M | 0.0% | +87.7% | 0.682% | |
7/26/2023 | CENTRAL TRUST Co | 135,913 | $5.71M | 0.2% | +8.7% | 1.339% | |
7/26/2023 | Red Cedar Investment Management LLC | 21,337 | $896K | 0.1% | N/A | 0.210% | |
7/20/2023 | Exchange Traded Concepts LLC | 486,627 | $20.44M | 0.5% | N/A | 4.794% | |
7/19/2023 | Foundations Investment Advisors LLC | 7,540 | $317K | 0.0% | N/A | 0.074% | |
7/18/2023 | Zhang Financial LLC | 68,944 | $2.90M | 0.3% | -7.9% | 0.679% | |
7/18/2023 | Sentinel Pension Advisors Inc. | 1,139,247 | $47.85M | 11.6% | +3.4% | 11.224% | |
7/11/2023 | Advisory Resource Group | 210,861 | $8.86M | 2.4% | -7.7% | 2.077% | |
7/6/2023 | Total Investment Management Inc. | 961,224 | $40.37M | 5.2% | +4.4% | 9.470% | |
5/15/2023 | Stadion Money Management LLC | 1,057,359 | $45.19M | 3.6% | +149.2% | 10.417% | |
5/11/2023 | Zhang Financial LLC | 74,824 | $3.20M | 0.4% | -35.2% | 0.737% | |
5/9/2023 | Bank of New York Mellon Corp | 3,655,412 | $156.23M | 0.0% | +1.2% | 36.014% | |
5/5/2023 | Truist Financial Corp | 77,650 | $3.32M | 0.0% | N/A | 0.761% | |
5/4/2023 | Clear Harbor Asset Management LLC | 80,386 | $3.44M | 0.4% | +44.6% | 0.788% | |
5/3/2023 | Integrated Wealth Concepts LLC | 275,030 | $11.76M | 0.2% | -80.9% | 2.696% | |
4/28/2023 | Sentinel Pension Advisors Inc. | 1,102,068 | $47.50M | 12.0% | +7.5% | 10.805% | |
4/19/2023 | CENTRAL TRUST Co | 125,010 | $5.34M | 0.2% | +126.9% | 1.226% | |
4/12/2023 | Naviter Wealth LLC | 5,118 | $219K | 0.1% | N/A | 0.050% | |
2/13/2023 | Integrated Wealth Concepts LLC | 1,441,375 | $59.96M | 1.6% | +6.9% | 14.131% | |
2/7/2023 | LPL Financial LLC | 36,444 | $1.52M | 0.0% | +19.0% | 0.357% | |
2/7/2023 | IFP Advisors Inc | 1,887 | $94K | 0.0% | N/A | 0.019% | |
2/6/2023 | Sentinel Pension Advisors Inc. | 1,025,237 | $42.65M | 13.4% | +10.5% | 10.051% | |
2/1/2023 | Total Investment Management Inc. | 1,204,021 | $50.09M | 12.2% | +1.3% | 11.804% | |
1/27/2023 | Advisory Resource Group | 236,264 | $9.83M | 2.9% | -4.3% | 2.316% | |
1/27/2023 | Tanager Wealth Management LLP | 78,277 | $3.27M | 0.9% | N/A | 0.767% | |
1/27/2023 | Paradigm Financial Partners LLC | 29,696 | $1.26M | 0.4% | +23.3% | 0.291% | |
1/26/2023 | CENTRAL TRUST Co | 55,097 | $2.29M | 0.1% | N/A | 0.540% | |
1/20/2023 | Clear Harbor Asset Management LLC | 55,609 | $2.31M | 0.3% | +28.3% | 0.545% | |
1/20/2023 | Tanager Wealth Management LLP | 6,150 | $257K | 0.2% | N/A | 0.060% | |
1/17/2023 | Zhang Financial LLC | 115,460 | $4.80M | 0.6% | -38.5% | 1.132% | |
1/13/2023 | Savior LLC | 997 | $41K | 0.0% | -24.3% | 0.010% | |
1/13/2023 | Dynamic Advisor Solutions LLC | 11,908 | $495K | 0.0% | +70.2% | 0.118% | |
12/8/2022 | Bank of New York Mellon Corp | 2,976,618 | $123.06M | 0.0% | +85.9% | 32.531% | |
11/15/2022 | Bank of New York Mellon Corp | 2,976,618 | $123.06M | 0.0% | +85.9% | 32.531% | |
11/9/2022 | Paradigm Financial Partners LLC | 24,089 | $995K | 0.3% | +27.3% | 0.263% | |
11/1/2022 | Sentinel Pension Advisors Inc. | 927,842 | $38.36M | 13.4% | +5.7% | 10.140% | |
11/1/2022 | Patriot Financial Group Insurance Agency LLC | 7,107 | $294K | 0.1% | N/A | 0.078% | |
10/26/2022 | WBI Investments Inc. | 16,067 | $657K | 0.2% | -8.7% | 0.176% | |
10/25/2022 | Clear Harbor Asset Management LLC | 43,335 | $1.79M | 0.2% | +28.8% | 0.476% | |
10/24/2022 | Annapolis Financial Services LLC | 617 | $26K | 0.0% | N/A | 0.007% | |
10/20/2022 | Dynamic Advisor Solutions LLC | 6,998 | $289K | 0.0% | N/A | 0.077% | |
10/18/2022 | Zhang Financial LLC | 187,642 | $7.76M | 1.2% | +2.9% | 2.120% | |
10/13/2022 | Total Investment Management Inc. | 1,188,533 | $49.14M | 9.9% | +1.4% | 13.506% | |
10/11/2022 | Advisory Resource Group | 246,866 | $10.21M | 3.4% | +7.0% | 2.805% | |
Urgent Nvidia Warning (Ad) Could Steve Job's 'Final Prophecy' Make You Rich?
Just before he died, Steve Jobs issued a "Final Prophecy" that's now coming true... and making some people rich. In one recent 90-day stretch, 50 companies related to Jobs' "Final Prophecy" soared by 100% or more. What was Steve Jobs' last big prediction, and how can you get in on it? Professor Joel Litman explains everything... including the surprising group of stocks moving higher, and his No. 1 favorite stock in this space. Click here to access… |
10/5/2022 | Savior LLC | 1,317 | $54K | 0.1% | N/A | 0.015% | |
8/9/2022 | Sentinel Pension Advisors Inc. | 877,814 | $38.34M | 12.9% | +27.7% | 11.943% | |
8/8/2022 | Integrated Wealth Concepts LLC | 1,419,047 | $61.98M | 1.9% | +3.7% | 19.307% | |
7/27/2022 | Paradigm Financial Partners LLC | 18,918 | $825K | 0.2% | +3.9% | 0.257% | |
7/25/2022 | WBI Investments Inc. | 17,590 | $761K | 0.2% | N/A | 0.243% | |
7/22/2022 | KCS Wealth Advisory | 7,055 | $308K | 0.1% | +13.7% | 0.097% | |
7/21/2022 | Advisory Resource Group | 230,698 | $10.08M | 3.3% | +11.7% | 3.182% | |
7/20/2022 | Clear Harbor Asset Management LLC | 33,640 | $1.47M | 0.2% | +10.8% | 0.464% | |
7/14/2022 | Zhang Financial LLC | 182,280 | $7.96M | 1.3% | +29.8% | 2.532% | |
6/7/2022 | Bank of America Corp DE | 497,948 | $22.94M | 0.0% | +369.4% | 7.432% | |