4/16/2024 | Bridge Advisory LLC | 122,862 | $3.36M | 1.7% | -44.7% | 3.321% | |
4/12/2024 | Ignite Planners LLC | 63,505 | $1.73M | 0.5% | +35.1% | 1.716% | |
4/11/2024 | RFG Advisory LLC | 7,614 | $208K | 0.0% | N/A | 0.206% | |
4/5/2024 | NBC Securities Inc. | 13,722 | $375K | 0.0% | +49.9% | 0.371% | |
3/1/2024 | Pineridge Advisors LLC | 4,378 | $123K | 0.0% | N/A | 0.118% | |
2/26/2024 | Virtu Financial LLC | 9,533 | $268K | 0.0% | N/A | 0.258% | |
|
2/7/2024 | NBC Securities Inc. | 9,156 | $257K | 0.0% | +81.3% | 0.247% | |
2/1/2024 | CWM LLC | 2,054 | $58K | 0.0% | +23.1% | 0.056% | |
1/30/2024 | Elmwood Wealth Management Inc. | 47,000 | $1.32M | 0.9% | -26.7% | 1.270% | |
1/30/2024 | Vontobel Holding Ltd. | 399,907 | $11.23M | 0.1% | -6.0% | 10.808% | |
1/29/2024 | AlphaQ Advisors LLC | 84,549 | $2.37M | 1.6% | +26.5% | 2.285% | |
1/22/2024 | Drive Wealth Management LLC | 8,591 | $241K | 0.1% | -24.0% | 0.232% | |
1/17/2024 | Bridge Advisory LLC | 222,340 | $6.24M | 3.1% | -16.8% | 6.009% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 48,231 | $1.35M | 0.3% | N/A | 1.304% | |
1/9/2024 | Ignite Planners LLC | 47,008 | $1.30M | 0.4% | -40.4% | 1.270% | |
11/16/2023 | Elmwood Wealth Management Inc. | 64,078 | $1.68M | 0.8% | +4.3% | 1.732% | |
11/13/2023 | Cambria Investment Management L.P. | 434,117 | $11.40M | 0.9% | -7.1% | 11.733% | |
11/4/2023 | NBC Securities Inc. | 5,051 | $132K | 0.0% | N/A | 0.137% | |
10/27/2023 | First Horizon Advisors Inc. | 1,101 | $29K | 0.0% | N/A | 0.030% | |
10/27/2023 | AlphaQ Advisors LLC | 66,821 | $1.76M | 1.5% | N/A | 1.806% | |
10/27/2023 | Whittier Trust Co. | 2,187 | $57K | 0.0% | -76.6% | 0.059% | |
10/20/2023 | Bridge Advisory LLC | 267,130 | $7.02M | 2.4% | -0.6% | 7.220% | |
10/11/2023 | Drive Wealth Management LLC | 11,304 | $297K | 0.1% | -19.3% | 0.306% | |
10/11/2023 | Ignite Planners LLC | 78,926 | $1.98M | 0.6% | N/A | 2.133% | |
10/11/2023 | Vontobel Holding Ltd. | 425,603 | $11.18M | 0.1% | -0.5% | 11.503% | |
10/10/2023 | Ameliora Wealth Management Ltd. | 6,010 | $158K | 0.1% | N/A | 0.162% | |
8/11/2023 | V Wealth Advisors LLC | 10,434 | $288K | 0.0% | -7.7% | 0.282% | |
8/10/2023 | Cambria Investment Management L.P. | 467,483 | $12.90M | 1.1% | -2.7% | 12.635% | |
8/9/2023 | Spire Wealth Management | 1,500 | $41K | 0.0% | N/A | 0.041% | |
8/8/2023 | Claro Advisors LLC | 8,203 | $226K | 0.1% | +9.8% | 0.222% | |
8/3/2023 | Northwest Capital Management Inc | 1,669 | $46K | 0.0% | N/A | 0.041% | |
8/3/2023 | CWM LLC | 1,669 | $46K | 0.0% | N/A | 0.041% | |
8/3/2023 | Valmark Advisers Inc. | 8,249 | $228K | 0.0% | +5.4% | 0.201% | |
8/2/2023 | Bank of Montreal Can | 69,723 | $1.93M | 0.0% | N/A | 1.701% | |
7/31/2023 | LPL Financial LLC | 29,633 | $817K | 0.0% | +247.6% | 0.723% | |
7/24/2023 | Vontobel Holding Ltd. | 427,891 | $11.80M | 0.1% | +0.3% | 10.436% | |
7/17/2023 | Bridge Advisory LLC | 268,697 | $7.41M | 2.7% | +0.7% | 6.554% | |
7/14/2023 | Drive Wealth Management LLC | 14,009 | $386K | 0.1% | -5.3% | 0.342% | |
5/11/2023 | Cambria Investment Management L.P. | 480,289 | $13.00M | 1.1% | N/A | 13.921% | |
5/10/2023 | Resources Investment Advisors LLC. | 22,708 | $615K | 0.0% | -2.1% | 0.658% | |
You need to know these two things about AI stocks ASAP… (Ad) For 40 years, he's been known as one of the world's most bullish investors.
Forbes even referred to him a "perma bull"...
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5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,623 | $71K | 0.0% | N/A | 0.076% | |
5/2/2023 | V Wealth Advisors LLC | 11,307 | $306K | 0.1% | -7.6% | 0.328% | |
5/2/2023 | Valmark Advisers Inc. | 7,824 | $212K | 0.0% | N/A | 0.227% | |
4/28/2023 | Elmwood Wealth Management Inc. | 61,560 | $1.67M | 0.8% | +12.0% | 1.784% | |
4/24/2023 | Ahrens Investment Partners LLC | 1,179 | $32K | 0.0% | N/A | 0.034% | |
4/17/2023 | Claro Advisors LLC | 7,472 | $202K | 0.1% | N/A | 0.217% | |
4/14/2023 | Bridge Advisory LLC | 266,725 | $7.22M | 2.8% | N/A | 7.731% | |
4/12/2023 | Vontobel Holding Ltd. | 426,581 | $11.55M | 0.1% | -0.4% | 12.365% | |
2/9/2023 | Prudential PLC | 242,077 | $6.25M | 0.1% | +95.1% | 7.017% | |
2/2/2023 | Resources Investment Advisors LLC. | 23,206 | $599K | 0.0% | -19.1% | 0.673% | |
1/27/2023 | Drive Wealth Management LLC | 15,088 | $390K | 0.2% | N/A | 0.437% | |
1/26/2023 | Sterling Investment Advisors LLC ADV | 10,585 | $273K | 0.2% | N/A | 0.307% | |
1/26/2023 | Harel Insurance Investments & Financial Services Ltd. | 1,850 | $48K | 0.0% | N/A | 0.054% | |
1/26/2023 | Elmwood Wealth Management Inc. | 54,987 | $1.42M | 0.7% | -4.8% | 1.594% | |
1/10/2023 | Coldstream Capital Management Inc. | 21,034 | $543K | 0.0% | N/A | 0.584% | |
11/15/2022 | Flow Traders U.S. LLC | 65,606 | $1.59M | 0.1% | +42.4% | 1.822% | |
11/14/2022 | Elmwood Wealth Management Inc. | 57,777 | $1.40M | 0.7% | +2.3% | 1.605% | |
11/14/2022 | Prudential PLC | 124,100 | $3.01M | 0.0% | N/A | 3.447% | |
11/8/2022 | Resources Investment Advisors LLC. | 28,688 | $696K | 0.0% | -3.4% | 0.797% | |
11/4/2022 | V Wealth Advisors LLC | 12,081 | $293K | 0.1% | +10.8% | 0.336% | |
11/4/2022 | Vontobel Holding Ltd. | 443,315 | $10.76M | 0.1% | N/A | 12.314% | |
11/4/2022 | Foresight Wealth Management LLC | 46,396 | $1.13M | 0.3% | +1.8% | 1.289% | |
11/2/2022 | Rockefeller Capital Management L.P. | 3,528 | $85K | 0.0% | +3,358.8% | 0.098% | |
10/14/2022 | Private Advisor Group LLC | 9,361 | $227K | 0.0% | -55.2% | 0.260% | |
8/13/2022 | Flow Traders U.S. LLC | 46,072 | $1.18M | 0.1% | +69.1% | 1.355% | |
8/11/2022 | CoreCap Advisors LLC | 1,444 | $37K | 0.0% | N/A | 0.042% | |
8/11/2022 | UBS Group AG | 466,731 | $11.97M | 0.0% | +1.1% | 13.727% | |
8/8/2022 | Resources Investment Advisors LLC. | 29,711 | $762K | 0.0% | -5.0% | 0.874% | |
8/8/2022 | Coldstream Capital Management Inc. | 21,034 | $539K | 0.0% | N/A | 0.619% | |
7/29/2022 | Foresight Wealth Management LLC | 45,588 | $1.17M | 0.2% | -41.2% | 1.341% | |
7/28/2022 | Riversedge Advisors LLC | 16,706 | $428K | 0.2% | N/A | 0.491% | |
7/27/2022 | V Wealth Advisors LLC | 10,906 | $280K | 0.1% | +10.2% | 0.321% | |
7/27/2022 | Columbus Macro LLC | 11,338 | $291K | 0.1% | -11.7% | 0.333% | |
7/15/2022 | Destiny Wealth Partners LLC | 3,861 | $99K | 0.0% | -17.8% | 0.114% | |
7/15/2022 | Global Retirement Partners LLC | 1,630 | $42K | 0.0% | +75.3% | 0.048% | |
7/13/2022 | Private Advisor Group LLC | 20,901 | $536K | 0.0% | +10.9% | 0.615% | |
7/12/2022 | Elmwood Wealth Management Inc. | 56,477 | $1.45M | 0.8% | +16.9% | 1.661% | |
5/11/2022 | RFG Advisory LLC | 8,186 | $229K | 0.0% | +11.3% | 0.210% | |
5/4/2022 | Foresight Wealth Management LLC | 77,539 | $2.17M | 0.4% | -10.2% | 1.988% | |
5/3/2022 | International Assets Investment Management LLC | 7,636 | $225K | 0.0% | N/A | 0.196% | |
4/28/2022 | Hillsdale Investment Management Inc. | 3,400 | $95K | 0.0% | -43.7% | 0.087% | |
4/25/2022 | Collective Family Office LLC | 18,300 | $512K | 0.2% | +18.1% | 0.469% | |
4/21/2022 | Destiny Wealth Partners LLC | 4,699 | $131K | 0.0% | -26.1% | 0.120% | |
2/23/2022 | Resources Investment Advisors LLC. | 31,209 | $935K | 0.0% | +1.2% | 0.800% | |
2/16/2022 | Flow Traders U.S. LLC | 67,792 | $2.03M | 0.1% | N/A | 1.738% | |
2/10/2022 | Private Advisor Group LLC | 21,361 | $641K | 0.0% | -56.6% | 0.548% | |
2/8/2022 | Elmwood Wealth Management Inc. | 27,985 | $839K | 0.4% | N/A | 0.718% | |
2/7/2022 | Hillsdale Investment Management Inc. | 6,040 | $181K | 0.0% | N/A | 0.155% | |
2/7/2022 | Harel Insurance Investments & Financial Services Ltd. | 1,850 | $55K | 0.0% | N/A | 0.047% | |
2/4/2022 | Foresight Wealth Management LLC | 86,353 | $2.59M | 0.0% | -0.6% | 2.214% | |
You need to know these two things about AI stocks ASAP… (Ad) For 40 years, he's been known as one of the world's most bullish investors.
Forbes even referred to him a "perma bull"...
But he just shocked the world by issuing a massive bear warning about AI stocks. Go here now for this breaking story. |
2/3/2022 | Advisor Group Holdings Inc. | 6,606 | $198K | 0.0% | -24.4% | 0.169% | |
2/2/2022 | Valmark Advisers Inc. | 7,904 | $237K | 0.0% | -11.9% | 0.203% | |
2/2/2022 | RFG Advisory LLC | 7,358 | $221K | 0.0% | +9.8% | 0.189% | |
1/31/2022 | Commonwealth Equity Services LLC | 15,386 | $461K | 0.0% | -14.1% | 0.395% | |
1/24/2022 | Private Wealth Strategies L.L.C. | 73,564 | $2.19M | 0.5% | -3.2% | 1.886% | |
1/21/2022 | Columbus Macro LLC | 12,744 | $382K | 0.1% | -42.4% | 0.327% | |
1/20/2022 | Destiny Wealth Partners LLC | 6,358 | $191K | 0.0% | -97.9% | 0.163% | |
1/18/2022 | Collective Family Office LLC | 15,500 | $465K | 0.2% | N/A | 0.397% | |
11/16/2021 | Cetera Advisor Networks LLC | 12,682 | $396K | 0.0% | -4.5% | 0.325% | |
11/16/2021 | Jane Street Group LLC | 142,063 | $4.44M | 0.0% | +395.1% | 3.643% | |