2/29/2024 | Acima Private Wealth LLC | 57,612 | $1.52M | 0.6% | -1.3% | 0.238% | |
2/16/2024 | Aspect Partners LLC | 8,649 | $0.23M | 0.1% | N/A | 0.036% | |
2/15/2024 | Gould Capital LLC | 76,777 | $2.02M | 1.5% | -2.3% | 0.317% | |
2/15/2024 | OLD Mission Capital LLC | 166,605 | $4.38M | 0.1% | -20.2% | 0.687% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 94,000 | $2.47M | 0.2% | +3.9% | 0.388% | |
1/30/2024 | Bear Mountain Capital Inc. | 1,351 | $36K | 0.0% | N/A | 0.006% | |
|
1/23/2024 | Leavell Investment Management Inc. | 8,126 | $0.21M | 0.0% | -20.1% | 0.034% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 90,500 | $2.35M | 0.2% | +101.1% | 0.373% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,625 | $0.28M | 0.0% | +15.7% | 0.044% | |
10/17/2023 | Heartwood Wealth Advisors LLC | 28,185 | $0.73M | 0.1% | +1.9% | 0.116% | |
10/16/2023 | Leavell Investment Management Inc. | 10,164 | $0.26M | 0.0% | -6.9% | 0.042% | |
10/11/2023 | Worth Asset Management LLC | 36,906 | $0.96M | 0.8% | N/A | 0.152% | |
8/15/2023 | Cahill Financial Advisors Inc. | 66,552 | $1.72M | 0.3% | +2.2% | 0.274% | |
8/14/2023 | Gould Capital LLC | 78,832 | $2.04M | 1.6% | +1.8% | 0.325% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 45,000 | $1.16M | 0.1% | -57.1% | 0.186% | |
8/11/2023 | JPMorgan Chase & Co. | 19,349 | $0.50M | 0.0% | +505.4% | 0.080% | |
7/19/2023 | Heartwood Wealth Advisors LLC | 27,660 | $0.72M | 0.1% | +1.7% | 0.099% | |
7/19/2023 | Leavell Investment Management Inc. | 10,920 | $0.28M | 0.0% | -12.7% | 0.039% | |
7/13/2023 | Crescent Grove Advisors LLC | 13,128 | $0.34M | 0.0% | +8.0% | 0.047% | |
5/18/2023 | JPMorgan Chase & Co. | 3,196 | $82K | 0.0% | N/A | 0.011% | |
5/16/2023 | Gould Capital LLC | 77,438 | $1.98M | 1.5% | +14.9% | 0.275% | |
5/12/2023 | OLD Mission Capital LLC | 27,436 | $0.70M | 0.0% | N/A | 0.097% | |
5/12/2023 | Cahill Financial Advisors Inc. | 65,115 | $1.67M | 0.3% | +7.9% | 0.231% | |
5/3/2023 | Crescent Grove Advisors LLC | 12,158 | $0.31M | 0.0% | N/A | 0.043% | |
4/14/2023 | Heartwood Wealth Advisors LLC | 27,197 | $0.70M | 0.1% | +6.0% | 0.103% | |
4/13/2023 | Leavell Investment Management Inc. | 12,511 | $0.32M | 0.0% | -9.6% | 0.047% | |
2/15/2023 | Cahill Financial Advisors Inc. | 60,342 | $1.54M | 0.3% | +4.3% | 0.231% | |
2/3/2023 | Ellevest Inc. | 17,393 | $0.44M | 0.0% | +5.3% | 0.067% | |
2/2/2023 | Congress Wealth Management LLC DE | 75,720 | $1.93M | 0.0% | +2.6% | 0.290% | |
1/31/2023 | DHK Financial Advisors Inc. | 123,747 | $3.15M | 4.4% | +0.5% | 0.473% | |
1/17/2023 | Leavell Investment Management Inc. | 13,840 | $0.35M | 0.0% | +15.7% | 0.056% | |
1/12/2023 | Heartwood Wealth Advisors LLC | 25,655 | $0.65M | 0.1% | +20.6% | 0.104% | |
11/23/2022 | Gould Capital LLC | 70,086 | $1.71M | 1.5% | +1.3% | 0.545% | |
11/16/2022 | Almanack Investment Partners LLC. | 1,385 | $34K | 0.0% | N/A | 0.011% | |
11/15/2022 | Cahill Financial Advisors Inc. | 57,852 | $1.41M | 0.3% | +4.5% | 0.450% | |
11/14/2022 | OLD Mission Capital LLC | 76,857 | $1.87M | 0.1% | -51.3% | 0.598% | |
11/10/2022 | City of London Investment Management Co. Ltd. | 91,000 | $2.22M | 0.2% | N/A | 0.708% | |
11/9/2022 | Congress Wealth Management LLC DE | 73,823 | $1.80M | 0.0% | +2.5% | 0.574% | |
11/8/2022 | DHK Financial Advisors Inc. | 123,180 | $3M | 4.9% | +1.5% | 0.959% | |
10/31/2022 | Baltimore Washington Financial Advisors Inc. | 1,076 | $0.26M | 0.0% | N/A | 0.008% | |
“The Stock Market’s Bull Run is Far from Over” -Barrons (Ad) Barron's reports that the "stock market's bull run is FAR from over…"
And recent economic growth will fuel the price of select stocks in the coming months! Click here for all the details now… |
10/25/2022 | Heartwood Wealth Advisors LLC | 21,272 | $0.52M | 0.1% | +8.4% | 0.166% | |
10/17/2022 | Leavell Investment Management Inc. | 11,959 | $0.29M | 0.0% | +32.5% | 0.093% | |
8/16/2022 | DHK Financial Advisors Inc. | 121,331 | $3.25M | 3.1% | +6.1% | 0.944% | |
8/12/2022 | BNP Paribas Arbitrage SA | 1,779 | $48K | 0.0% | N/A | 0.014% | |
8/12/2022 | Congress Wealth Management LLC DE | 72,037 | $1.93M | 0.0% | -1.4% | 0.561% | |
8/8/2022 | Cahill Financial Advisors Inc. | 55,378 | $1.49M | 0.3% | +7.2% | 0.431% | |
8/5/2022 | OLD Mission Capital LLC | 157,959 | $4.24M | 0.1% | -59.3% | 1.229% | |
8/2/2022 | CX Institutional | 40,679 | $1.09M | 0.1% | -32.7% | 0.317% | |
7/28/2022 | Leavell Investment Management Inc. | 9,027 | $0.24M | 0.0% | +16.5% | 0.069% | |
5/17/2022 | Robinson Capital Management LLC | 850 | $28K | 0.0% | N/A | 0.006% | |
5/13/2022 | City of London Investment Management Co. Ltd. | 8,911 | $0.29M | 0.0% | -35.8% | 0.064% | |
5/13/2022 | Flow Traders U.S. LLC | 13,346 | $0.43M | 0.0% | N/A | 0.096% | |
5/13/2022 | McGowan Group Asset Management Inc. | 15,420 | $0.50M | 0.1% | -7.2% | 0.111% | |
5/12/2022 | Cahill Financial Advisors Inc. | 51,677 | $1.68M | 0.3% | -1.0% | 0.365% | |
5/11/2022 | Atlas Capital Advisors LLC | 6,353 | $0.21M | 0.0% | +8.2% | 0.045% | |
5/4/2022 | Leuthold Group LLC | 6,578 | $0.21M | 0.0% | N/A | 0.046% | |
5/2/2022 | Acima Private Wealth LLC | 49,138 | $1.60M | 0.7% | -24.6% | 0.347% | |
4/26/2022 | Heartwood Wealth Advisors LLC | 19,317 | $0.63M | 0.1% | +3.0% | 0.135% | |
4/21/2022 | Leavell Investment Management Inc. | 7,748 | $0.25M | 0.0% | +6.8% | 0.054% | |
4/13/2022 | Transparent Wealth Partners LLC | 114,342 | $3.72M | 3.1% | N/A | 0.794% | |
3/10/2022 | Acima Private Wealth LLC | 65,132 | $2.25M | 1.0% | -3.1% | 0.442% | |
2/11/2022 | Cahill Financial Advisors Inc. | 52,216 | $1.80M | 0.3% | +5.9% | 0.354% | |
2/10/2022 | OLD Mission Capital LLC | 128,794 | $4.45M | 0.2% | +330.1% | 0.873% | |
2/4/2022 | Congress Wealth Management LLC DE | 110,792 | $3.82M | 0.1% | N/A | 0.751% | |
2/1/2022 | Atlas Capital Advisors LLC | 5,874 | $0.20M | 0.0% | +7.7% | 0.040% | |
1/20/2022 | Leavell Investment Management Inc. | 7,258 | $0.25M | 0.0% | N/A | 0.049% | |
1/12/2022 | IFP Advisors Inc | 19,416 | $0.68M | 0.0% | +18,045.8% | 0.132% | |
1/12/2022 | Heartwood Wealth Advisors LLC | 18,754 | $0.65M | 0.1% | +9.5% | 0.127% | |
1/11/2022 | Symmetry Partners LLC | 117,177 | $4.04M | 0.3% | +2.6% | 0.794% | |
11/15/2021 | Flow Traders U.S. LLC | 6,139 | $0.21M | 0.0% | -14.6% | 0.042% | |
11/15/2021 | McGowan Group Asset Management Inc. | 14,121 | $0.48M | 0.1% | +3.7% | 0.096% | |
11/12/2021 | OLD Mission Capital LLC | 29,945 | $1.02M | 0.0% | N/A | 0.203% | |
11/4/2021 | Almanack Investment Partners LLC. | 28,916 | $0.98M | 0.1% | -5.1% | 0.197% | |
11/3/2021 | Nvwm LLC | 19,887 | $0.68M | 0.2% | N/A | 0.136% | |
10/18/2021 | Symmetry Partners LLC | 114,212 | $3.90M | 0.3% | +4.2% | 0.780% | |
8/24/2021 | Flow Traders U.S. LLC | 7,189 | $0.24M | 0.0% | N/A | 0.050% | |
8/17/2021 | Cahill Financial Advisors Inc. | 49,821 | $1.65M | 0.4% | +1.4% | 0.345% | |
8/11/2021 | McGowan Group Asset Management Inc. | 13,611 | $0.45M | 0.1% | N/A | 0.094% | |
8/11/2021 | Bank of New York Mellon Corp | 6,200 | $0.21M | 0.0% | N/A | 0.043% | |
8/5/2021 | Gould Asset Management LLC CA | 6,015 | $0.20M | 0.1% | N/A | 0.042% | |
8/4/2021 | Almanack Investment Partners LLC. | 30,463 | $1.01M | 0.1% | -24.2% | 0.211% | |
8/4/2021 | CX Institutional | 49,499 | $1.64M | 0.1% | -43.3% | 0.343% | |
8/2/2021 | Disciplined Investments LLC | 1,040 | $35K | 0.0% | N/A | 0.007% | |
7/31/2021 | Atlas Capital Advisors LLC | 5,453 | $0.18M | 0.0% | +68.9% | 0.038% | |
5/14/2021 | Acima Private Wealth LLC | 66,117 | $1.95M | 1.0% | +8.4% | 0.464% | |
5/11/2021 | Almanack Investment Partners LLC. | 40,201 | $1.19M | 0.1% | -38.5% | 0.282% | |
5/3/2021 | Symmetry Partners LLC | 110,401 | $3.26M | 0.2% | +9.6% | 0.761% | |
4/26/2021 | Whittier Trust Co. of Nevada Inc. | 1,998 | $59K | 0.0% | -78.4% | 0.014% | |
4/19/2021 | Heartwood Wealth Advisors LLC | 13,362 | $0.39M | 0.1% | N/A | 0.092% | |
4/15/2021 | CX Institutional | 87,277 | $2.57M | 0.2% | +10.9% | 0.602% | |
“The Stock Market’s Bull Run is Far from Over” -Barrons (Ad) Barron's reports that the "stock market's bull run is FAR from over…"
And recent economic growth will fuel the price of select stocks in the coming months! Click here for all the details now… |
2/18/2021 | Symmetry Partners LLC | 100,767 | $2.86M | 0.2% | +5.8% | 0.693% | |
2/17/2021 | Cahill Financial Advisors Inc. | 47,616 | $1.35M | 0.3% | +4.6% | 0.327% | |
2/13/2021 | Tompkins Financial Corp | 9,248 | $0.20M | 0.0% | N/A | 0.064% | |
2/6/2021 | Tompkins Financial Corp | 9,248 | $0.20M | 0.0% | N/A | 0.064% | |
2/5/2021 | Ellevest Inc. | 15,985 | $0.45M | 0.1% | +2.7% | 0.110% | |
2/3/2021 | Almanack Investment Partners LLC. | 65,362 | $1.85M | 0.2% | +1.2% | 0.449% | |
1/12/2021 | CX Institutional | 78,698 | $2.23M | 0.2% | +36.3% | 0.541% | |
11/17/2020 | Cahill Financial Advisors Inc. | 45,522 | $1.17M | 0.4% | +3.7% | 0.313% | |
11/3/2020 | Symmetry Partners LLC | 95,241 | $2.44M | 0.2% | +0.7% | 0.655% | |
10/28/2020 | Heartwood Wealth Advisors LLC | 13,714 | $0.35M | 0.1% | +24.1% | 0.094% | |