4/25/2024 | Cambridge Investment Research Advisors Inc. | 99,078 | $2.43M | 0.0% | +12.0% | 1.216% | |
4/24/2024 | Landmark Wealth Management LLC | 44,245 | $1.09M | 0.5% | -5.8% | 0.543% | |
4/24/2024 | Essex Financial Services Inc. | 24,224 | $594K | 0.1% | +87.5% | 0.297% | |
4/23/2024 | TrueWealth Advisors LLC | 8,576 | $210K | 0.1% | N/A | 0.105% | |
4/19/2024 | Leeward Financial Partners LLC | 55,191 | $1.35M | 0.6% | +18.2% | 1.187% | |
4/15/2024 | Bowman & Co S.C. | 40,344 | $990K | 0.6% | N/A | 0.868% | |
|
4/11/2024 | Central Bank & Trust Co. | 599,424 | $14.70M | 2.1% | +101.6% | 12.891% | |
4/11/2024 | RFG Advisory LLC | 10,614 | $260K | 0.0% | N/A | 0.228% | |
4/5/2024 | GAMMA Investing LLC | 2,282 | $56K | 0.0% | N/A | 0.049% | |
3/1/2024 | Creekmur Asset Management LLC | 2,177 | $53K | 0.0% | N/A | 0.047% | |
3/1/2024 | Pineridge Advisors LLC | 5,576 | $135K | 0.0% | N/A | 0.120% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 13,961 | $339K | 0.0% | +16.4% | 0.300% | |
2/9/2024 | Orion Portfolio Solutions LLC | 58,701 | $1.42M | 0.0% | -36.5% | 1.262% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 88,443 | $2.15M | 0.0% | N/A | 1.902% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 16,869 | $409K | 0.0% | -4.9% | 0.363% | |
2/8/2024 | Financial Advocates Investment Management | 37,813 | $917K | 0.1% | +16.3% | 0.813% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 12,915 | $313K | 0.2% | +23.2% | 0.278% | |
2/6/2024 | ShoreHaven Wealth Partners LLC | 124,929 | $3.03M | 1.8% | -6.5% | 2.687% | |
2/6/2024 | Private Advisor Group LLC | 18,924 | $459K | 0.0% | N/A | 0.407% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 7,022 | $170K | 0.0% | -35.6% | 0.151% | |
2/6/2024 | Essex Financial Services Inc. | 12,920 | $313K | 0.0% | N/A | 0.278% | |
2/5/2024 | Magnus Financial Group LLC | 8,561 | $208K | 0.0% | -75.4% | 0.184% | |
2/3/2024 | Cedar Point Capital Partners LLC | 34,519 | $837K | 0.7% | N/A | 0.742% | |
2/2/2024 | Truist Financial Corp | 13,792 | $335K | 0.0% | N/A | 0.297% | |
2/1/2024 | CWM LLC | 2,331 | $57K | 0.0% | N/A | 0.050% | |
1/26/2024 | Leeward Financial Partners LLC | 46,683 | $1.13M | 0.5% | +16.1% | 1.004% | |
1/24/2024 | Stratos Wealth Advisors LLC | 43,576 | $1.06M | 0.1% | +10.8% | 0.937% | |
1/22/2024 | Landmark Wealth Management LLC | 46,952 | $1.14M | 0.6% | -2.1% | 1.010% | |
1/22/2024 | Aspire Wealth Management Corp | 7,215 | $175K | 0.1% | N/A | 0.155% | |
1/19/2024 | Atlas Private Wealth Management | 46,550 | $1.13M | 0.5% | N/A | 1.001% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 71,356 | $1.73M | 0.3% | N/A | 1.535% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 119,723 | $2.90M | 0.0% | -31.3% | 2.575% | |
1/16/2024 | Raymond James & Associates | 47,661 | $1.16M | 0.0% | N/A | 1.025% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 14,561 | $353K | 0.1% | N/A | 0.313% | |
1/9/2024 | Central Bank & Trust Co. | 297,405 | $7.21M | 1.1% | +66.0% | 6.396% | |
11/16/2023 | VitalStone Financial LLC | 1,300 | $30K | 0.0% | N/A | 0.028% | |
11/13/2023 | LPL Financial LLC | 553,113 | $12.69M | 0.0% | +76.5% | 11.895% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 10,481 | $241K | 0.1% | N/A | 0.225% | |
11/1/2023 | Orion Portfolio Solutions LLC | 92,514 | $2.12M | 0.0% | -51.3% | 1.990% | |
10/31/2023 | Leeward Financial Partners LLC | 40,215 | $923K | 0.5% | +15.8% | 0.865% | |
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10/27/2023 | Financial Advocates Investment Management | 32,524 | $746K | 0.1% | +7.7% | 0.699% | |
10/24/2023 | Bank of New York Mellon Corp | 77,476 | $1.78M | 0.0% | +33.6% | 1.666% | |
10/24/2023 | ShoreHaven Wealth Partners LLC | 133,569 | $3.07M | 2.1% | +77.7% | 2.872% | |
10/24/2023 | Stratos Wealth Advisors LLC | 39,332 | $903K | 0.1% | +3.2% | 0.846% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,318 | $260K | 0.0% | N/A | 0.243% | |
10/13/2023 | Landmark Wealth Management LLC | 47,949 | $1.10M | 0.6% | +44.0% | 1.031% | |
10/10/2023 | Central Bank & Trust Co. | 179,205 | $4.11M | 0.7% | N/A | 3.854% | |
8/11/2023 | Visionary Wealth Advisors | 18,707 | $447K | 0.0% | +3.5% | 0.402% | |
8/11/2023 | Franklin Resources Inc. | 1,792,527 | $42.84M | 0.0% | +0.1% | 38.549% | |
8/10/2023 | Cetera Investment Advisers | 9,913 | $237K | 0.0% | +9.4% | 0.218% | |
8/8/2023 | Leeward Financial Partners LLC | 34,720 | $830K | 0.5% | N/A | 0.763% | |
7/31/2023 | LPL Financial LLC | 313,338 | $7.49M | 0.0% | +9.3% | 6.887% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 174,163 | $4.16M | 0.0% | +8.6% | 3.828% | |
7/19/2023 | Magnus Financial Group LLC | 31,767 | $759K | 0.1% | +22.6% | 0.698% | |
7/19/2023 | ShoreHaven Wealth Partners LLC | 75,185 | $1.80M | 1.2% | +46.9% | 1.652% | |
7/18/2023 | Stratos Wealth Advisors LLC | 38,109 | $911K | 0.1% | +16.6% | 0.838% | |
7/14/2023 | Landmark Wealth Management LLC | 33,293 | $796K | 0.7% | +3.7% | 0.732% | |
5/11/2023 | Financial Advocates Investment Management | 11,727 | $281K | 0.0% | +24.7% | 0.276% | |
5/10/2023 | Magnus Financial Group LLC | 25,918 | $620K | 0.1% | +24.8% | 0.610% | |
5/10/2023 | LPL Financial LLC | 286,782 | $6.86M | 0.0% | +27.3% | 6.748% | |
4/27/2023 | Stratos Wealth Advisors LLC | 32,696 | $782K | 0.1% | -33.5% | 0.769% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 9,264 | $222K | 0.0% | -5.4% | 0.218% | |
4/17/2023 | Landmark Wealth Management LLC | 32,110 | $768K | 0.4% | +16.7% | 0.756% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 160,440 | $3.84M | 0.0% | -11.1% | 3.775% | |
4/14/2023 | ShoreHaven Wealth Partners LLC | 51,184 | $1.22M | 0.9% | +284.7% | 1.204% | |
4/13/2023 | Lion Street Advisors LLC | 9,143 | $219K | 0.1% | N/A | 0.215% | |
3/6/2023 | OLD Mission Capital LLC | 7,018 | $164K | 0.0% | N/A | 0.167% | |
2/14/2023 | Quantitative Advantage LLC | 66,814 | $1.56M | 0.2% | -21.5% | 1.591% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 180,427 | $4.22M | 0.0% | N/A | 4.296% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 9,789 | $229K | 0.0% | +13.4% | 0.233% | |
2/7/2023 | LPL Financial LLC | 225,215 | $5.26M | 0.0% | -11.0% | 5.362% | |
2/7/2023 | Envestnet Asset Management Inc. | 17,229 | $402K | 0.0% | +6.1% | 0.410% | |
2/6/2023 | Brinker Capital Investments LLC | 100,621 | $2.35M | 0.0% | -1.6% | 2.396% | |
2/2/2023 | Magnus Financial Group LLC | 20,770 | $485K | 0.1% | -95.8% | 0.495% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 19,214 | $449K | 0.0% | -7.7% | 0.457% | |
1/24/2023 | ShoreHaven Wealth Partners LLC | 13,304 | $311K | 0.2% | -85.5% | 0.333% | |
1/24/2023 | Bill Few Associates Inc. | 15,302 | $357K | 0.2% | N/A | 0.383% | |
1/20/2023 | Landmark Wealth Management LLC | 27,510 | $643K | 0.5% | +28.1% | 0.688% | |
1/19/2023 | Stratos Wealth Advisors LLC | 49,146 | $1.15M | 0.1% | +83.4% | 1.229% | |
11/14/2022 | Quantitative Advantage LLC | 85,093 | $1.94M | 0.3% | -6.0% | 2.154% | |
11/9/2022 | Orion Portfolio Solutions LLC | 12,518 | $285K | 0.0% | -41.8% | 0.317% | |
11/9/2022 | Magnus Financial Group LLC | 499,400 | $11.36M | 2.2% | +9.1% | 12.643% | |
11/9/2022 | ShoreHaven Wealth Partners LLC | 91,626 | $2.08M | 1.6% | +14.2% | 2.320% | |
11/1/2022 | Brinker Capital Investments LLC | 102,208 | $2.33M | 0.0% | +17.8% | 2.588% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 8,633 | $196K | 0.0% | -13.3% | 0.219% | |
10/27/2022 | CWM LLC | 17,144 | $390K | 0.0% | N/A | 0.423% | |
10/24/2022 | Stratos Wealth Advisors LLC | 26,799 | $610K | 0.1% | N/A | 0.662% | |
10/24/2022 | Landmark Wealth Management LLC | 21,476 | $489K | 0.4% | -30.1% | 0.530% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 20,807 | $473K | 0.0% | -18.3% | 0.514% | |
9/16/2022 | Private Trust Co. NA | 6,479 | $153K | 0.0% | N/A | 0.166% | |
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad) AI was by far the biggest tech investing trend right now.
But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple.
Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now…
And could soon shoot to the moon, handing early investors a windfall. Click here now for the full details of this stock that’s set to rocket in the AI revolution… |
8/15/2022 | Mutual Advisors LLC | 23,705 | $561K | 0.0% | +23.8% | 0.608% | |
8/12/2022 | Franklin Resources Inc. | 1,640,912 | $38.86M | 0.0% | -10.9% | 42.075% | |
8/11/2022 | Magnus Financial Group LLC | 457,602 | $10.84M | 2.0% | N/A | 11.733% | |
8/11/2022 | Quantitative Advantage LLC | 90,488 | $2.14M | 0.4% | -12.8% | 2.320% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 1,745 | $41K | 0.0% | N/A | 0.045% | |
8/1/2022 | ShoreHaven Wealth Partners LLC | 80,256 | $1.90M | 1.4% | N/A | 2.085% | |
7/28/2022 | Prentice Wealth Management LLC | 2,379 | $56K | 0.1% | N/A | 0.062% | |
7/27/2022 | Fortune 45 LLC | 16,807 | $398K | 0.5% | -53.6% | 0.442% | |
7/21/2022 | Landmark Wealth Management LLC | 30,702 | $727K | 0.9% | +51.4% | 0.808% | |
7/18/2022 | Brinker Capital Investments LLC | 86,779 | $2.06M | 0.0% | +322.2% | 2.284% | |