4/23/2024 | Petra Financial Advisors Inc. | 29,352 | $767K | 0.6% | -2.8% | 0.109% | |
4/22/2024 | Accordant Advisory Group Inc | 943 | $25K | 0.0% | N/A | 0.003% | |
4/18/2024 | Congress Wealth Management LLC DE | 905,276 | $23.66M | 0.4% | +0.3% | 3.953% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 271,670 | $6.83M | 2.6% | +985.7% | 1.186% | |
2/9/2024 | Congress Wealth Management LLC DE | 902,617 | $22.70M | 0.4% | -41.3% | 3.942% | |
2/9/2024 | Franklin Resources Inc. | 1,075,192 | $27.04M | 0.0% | -73.6% | 4.695% | |
|
2/9/2024 | Corient Private Wealth LLC | 28,838 | $725K | 0.0% | -5.7% | 0.126% | |
2/9/2024 | Wells Fargo & Company MN | 653,802 | $16.44M | 0.0% | -13.0% | 2.855% | |
2/8/2024 | Laffer Tengler Investments Inc. | 7,328 | $184K | 0.0% | +19.1% | 0.032% | |
1/29/2024 | Petra Financial Advisors Inc. | 30,200 | $759K | 0.6% | -8.2% | 0.132% | |
1/12/2024 | CX Institutional | 531,211 | $13.36M | 0.7% | N/A | 2.320% | |
11/16/2023 | Orion Capital Management LLC | 1,059 | $25K | 0.0% | N/A | 0.005% | |
11/14/2023 | PGIM Custom Harvest LLC | 200,019 | $4.78M | 0.1% | +15.5% | 0.873% | |
11/4/2023 | Syon Capital LLC | 9,695 | $232K | 0.0% | N/A | 0.042% | |
10/30/2023 | Congress Wealth Management LLC DE | 1,538,810 | $36.80M | 0.8% | -0.9% | 6.720% | |
10/13/2023 | Global Retirement Partners LLC | 6,669 | $156K | 0.0% | -6.9% | 0.029% | |
10/11/2023 | Marotta Asset Management | 12,382 | $296K | 0.1% | -31.0% | 0.054% | |
10/11/2023 | Vontobel Holding Ltd. | 107,700 | $2.58M | 0.0% | +1.9% | 0.470% | |
8/11/2023 | Franklin Resources Inc. | 2,375,192 | $57.99M | 0.0% | -24.1% | 10.372% | |
8/9/2023 | Flow Traders U.S. LLC | 151,331 | $3.70M | 0.2% | -11.2% | 0.661% | |
7/31/2023 | LPL Financial LLC | 49,865 | $1.22M | 0.0% | -1.2% | 0.218% | |
7/26/2023 | Petra Financial Advisors Inc. | 34,569 | $844K | 0.8% | -7.8% | 0.151% | |
7/24/2023 | Vontobel Holding Ltd. | 105,700 | $2.53M | 0.0% | -1.9% | 0.462% | |
7/13/2023 | Congress Wealth Management LLC DE | 1,552,696 | $37.91M | 0.9% | -1.7% | 6.780% | |
7/13/2023 | Cabot Wealth Management Inc. | 117,514 | $2.87M | 0.4% | -0.6% | 0.513% | |
7/5/2023 | Marotta Asset Management | 17,947 | $438K | 0.1% | N/A | 0.077% | |
5/15/2023 | PGIM Custom Harvest LLC | 169,740 | $4.11M | 0.2% | +14.8% | 0.722% | |
5/15/2023 | Flow Traders U.S. LLC | 170,447 | $4.13M | 0.2% | -64.1% | 0.725% | |
5/12/2023 | Main Management ETF Advisors LLC | 508,165 | $12.30M | 1.0% | +49.3% | 2.162% | |
5/12/2023 | Franklin Resources Inc. | 3,130,192 | $75.78M | 0.0% | +36.1% | 13.320% | |
5/10/2023 | Proquility Private Wealth Partners LLC | 24,984 | $605K | 0.2% | +34.6% | 0.106% | |
5/10/2023 | Bell Investment Advisors Inc | 2,398 | $58K | 0.0% | +45.1% | 0.010% | |
5/10/2023 | Orion Capital Management LLC | 1,059 | $26K | 0.0% | N/A | 0.005% | |
5/9/2023 | Grey Fox Wealth Advisors LLC | 1,207 | $29K | 0.0% | N/A | 0.005% | |
4/28/2023 | Wealthfront Advisers LLC | 8,715 | $211K | 0.0% | N/A | 0.037% | |
4/25/2023 | Parallel Advisors LLC | 3,028 | $73K | 0.0% | N/A | 0.013% | |
4/20/2023 | Petra Financial Advisors Inc. | 37,486 | $908K | 0.9% | -12.5% | 0.160% | |
4/20/2023 | Cabot Wealth Management Inc. | 118,184 | $2.86M | 0.5% | +0.7% | 0.503% | |
4/14/2023 | Congress Wealth Management LLC DE | 1,579,559 | $38.24M | 0.9% | -1.5% | 6.722% | |
4/12/2023 | Vontobel Holding Ltd. | 107,700 | $2.61M | 0.0% | N/A | 0.458% | |
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4/10/2023 | Tradewinds Capital Management LLC | 3,835 | $93K | 0.0% | N/A | 0.016% | |
3/6/2023 | OLD Mission Capital LLC | 7,185 | $164K | 0.0% | N/A | 0.032% | |
2/15/2023 | Flow Traders U.S. LLC | 474,430 | $10.86M | 0.5% | +19.6% | 2.081% | |
2/15/2023 | Main Management ETF Advisors LLC | 340,375 | $7.79M | 0.7% | N/A | 1.493% | |
2/13/2023 | Integrated Wealth Concepts LLC | 65,713 | $1.50M | 0.0% | N/A | 0.288% | |
2/10/2023 | Bank of America Corp DE | 9,745,967 | $222.99M | 0.0% | -8.4% | 42.745% | |
2/10/2023 | Franklin Resources Inc. | 2,300,192 | $52.63M | 0.0% | +79.5% | 10.089% | |
2/10/2023 | Laffer Tengler Investments | 1,760 | $40K | 0.0% | +41.1% | 0.008% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 10,695 | $245K | 0.0% | -20.6% | 0.047% | |
2/8/2023 | Belpointe Asset Management LLC | 1,831 | $42K | 0.0% | N/A | 0.008% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 3,530 | $81K | 0.0% | -17.2% | 0.015% | |
2/7/2023 | LPL Financial LLC | 50,115 | $1.15M | 0.0% | +41.1% | 0.220% | |
2/7/2023 | Envestnet Asset Management Inc. | 56,302 | $1.29M | 0.0% | -62.1% | 0.247% | |
2/2/2023 | Congress Wealth Management LLC DE | 1,603,165 | $36.68M | 0.9% | -4.9% | 7.031% | |
1/31/2023 | Cabot Wealth Management Inc. | 117,374 | $2.69M | 0.5% | +7.0% | 0.515% | |
1/19/2023 | Retirement Planning Group | 19,617 | $449K | 0.1% | +4.9% | 0.090% | |
11/15/2022 | Flow Traders U.S. LLC | 396,740 | $7.76M | 0.4% | +232.0% | 2.061% | |
11/14/2022 | Transamerica Financial Advisors Inc. | 54,294 | $1.06M | 0.2% | -2.0% | 0.282% | |
11/14/2022 | MML Investors Services LLC | 188,307 | $3.69M | 0.0% | -5.9% | 0.978% | |
11/10/2022 | Envestnet Asset Management Inc. | 148,686 | $2.91M | 0.0% | -66.5% | 0.772% | |
11/9/2022 | Bessemer Group Inc. | 3,260 | $64K | 0.0% | N/A | 0.017% | |
11/9/2022 | Congress Wealth Management LLC DE | 1,685,050 | $32.98M | 0.9% | -25.9% | 8.754% | |
11/8/2022 | Meridian Investment Counsel Inc. | 41,545 | $813K | 0.4% | -1.8% | 0.216% | |
11/4/2022 | Prudential Financial Inc. | 179,490 | $3.99M | 0.0% | +25.6% | 0.932% | |
10/21/2022 | Columbus Macro LLC | 61,019 | $1.19M | 0.5% | +15.2% | 0.317% | |
10/19/2022 | Cabot Wealth Management Inc. | 109,717 | $2.15M | 0.4% | +7.7% | 0.570% | |
10/17/2022 | H&H Retirement Design & Management INC | 16,722 | $329K | 0.3% | +4.1% | 0.085% | |
10/14/2022 | Private Advisor Group LLC | 30,829 | $603K | 0.0% | +8.8% | 0.156% | |
10/14/2022 | Retirement Planning Group | 18,703 | $366K | 0.0% | N/A | 0.095% | |
10/11/2022 | Marotta Asset Management | 231,077 | $4.52M | 1.2% | +11.1% | 1.170% | |
8/13/2022 | Madison Asset Management LLC | 262,414 | $5.85M | 0.1% | -4.2% | 1.171% | |
8/13/2022 | Marks Group Wealth Management Inc | 17,385 | $388K | 0.1% | -45.4% | 0.078% | |
8/13/2022 | Flow Traders U.S. LLC | 119,490 | $2.66M | 0.1% | +34.1% | 0.533% | |
8/12/2022 | LPL Financial LLC | 356,067 | $7.94M | 0.0% | +472.2% | 1.590% | |
8/12/2022 | Congress Wealth Management LLC DE | 2,272,926 | $50.66M | 1.3% | +0.1% | 10.147% | |
8/12/2022 | Franklin Resources Inc. | 1,284,658 | $28.64M | 0.0% | -0.3% | 5.735% | |
8/11/2022 | Meridian Investment Counsel Inc. | 42,315 | $943K | 0.4% | -6.6% | 0.189% | |
8/11/2022 | Cetera Investment Advisers | 67,848 | $1.51M | 0.0% | +0.7% | 0.303% | |
8/5/2022 | OLD Mission Capital LLC | 484,212 | $10.79M | 0.3% | +259.6% | 2.162% | |
8/3/2022 | Envestnet Asset Management Inc. | 444,204 | $9.90M | 0.0% | -42.2% | 1.983% | |
8/3/2022 | Janney Montgomery Scott LLC | 83,852 | $1.87M | 0.0% | -1.8% | 0.374% | |
8/3/2022 | H&H Retirement Design & Management INC | 16,057 | $372K | 0.3% | N/A | 0.072% | |
8/1/2022 | Cabot Wealth Management Inc. | 101,884 | $2.27M | 0.4% | +5.0% | 0.455% | |
7/27/2022 | Columbus Macro LLC | 52,969 | $1.18M | 0.4% | -2.1% | 0.236% | |
7/22/2022 | Truist Financial Corp | 28,627 | $638K | 0.0% | -1.6% | 0.126% | |
7/21/2022 | Marotta Asset Management | 207,906 | $4.62M | 1.1% | -12.2% | 0.916% | |
7/15/2022 | Karp Capital Management Corp | 165,359 | $3.69M | 0.7% | N/A | 0.722% | |
7/13/2022 | Private Advisor Group LLC | 28,325 | $631K | 0.0% | +34.5% | 0.124% | |
6/7/2022 | Bank of America Corp DE | 11,096,548 | $280.85M | 0.0% | +6.8% | 46.236% | |
5/12/2022 | Madison Asset Management LLC | 273,780 | $6.93M | 0.1% | -12.9% | 1.175% | |
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad) “Titan of Tech” Bets Big on Tiny AI Company
He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal…
But our research shows his latest investment could be his most successful venture yet. See how you can invest alongside him |
5/11/2022 | Raymond James & Associates | 231,223 | $5.85M | 0.0% | N/A | 0.992% | |
5/11/2022 | Main Management LLC | 102,527 | $2.60M | 0.3% | +292.9% | 0.440% | |
5/10/2022 | Marks Group Wealth Management Inc | 31,865 | $807K | 0.1% | -31.6% | 0.137% | |
5/10/2022 | Mercer Global Advisors Inc. ADV | 28,447 | $720K | 0.0% | -21.5% | 0.119% | |
5/9/2022 | Csenge Advisory Group | 17,256 | $437K | 0.0% | N/A | 0.072% | |
5/5/2022 | RiverFront Investment Group LLC | 292,657 | $7.41M | 0.2% | N/A | 1.219% | |
5/4/2022 | Janney Montgomery Scott LLC | 85,396 | $2.16M | 0.0% | N/A | 0.356% | |
5/4/2022 | Advisor Group Holdings Inc. | 60,045 | $1.52M | 0.0% | N/A | 0.250% | |
5/4/2022 | Benjamin F. Edwards & Company Inc. | 4,433 | $112K | 0.0% | -19.6% | 0.018% | |
5/4/2022 | Envestnet Asset Management Inc. | 768,179 | $19.44M | 0.0% | +39.4% | 3.201% | |