4/24/2024 | First Pacific Financial | 8,715 | $207K | 0.1% | +8.4% | 0.221% | |
4/22/2024 | PFG Investments LLC | 224,815 | $5.34M | 0.3% | N/A | 5.692% | |
4/19/2024 | Albion Financial Group UT | 40,546 | $962K | 0.1% | +9.4% | 1.248% | |
4/15/2024 | Elevated Capital Advisors LLC | 9,552 | $227K | 0.1% | N/A | 0.294% | |
2/14/2024 | Retirement Capital Strategies | 24,442 | $582K | 0.3% | -4.3% | 0.752% | |
2/9/2024 | Congress Wealth Management LLC DE | 13,653 | $325K | 0.0% | +10.4% | 0.420% | |
|
2/2/2024 | Golden State Equity Partners | 16,819 | $401K | 0.1% | -21.7% | 0.518% | |
1/30/2024 | Vontobel Holding Ltd. | 31,497 | $751K | 0.0% | +2.0% | 0.969% | |
1/29/2024 | Nottingham Advisors Inc. | 13,864 | $330K | 0.0% | +4.4% | 0.427% | |
1/29/2024 | Moneywise Inc. | 12,817 | $305K | 0.2% | +6.4% | 0.394% | |
1/29/2024 | Perigon Wealth Management LLC | 16,304 | $389K | 0.0% | +11.9% | 0.502% | |
1/24/2024 | Allworth Financial LP | 1,704 | $41K | 0.0% | -80.4% | 0.052% | |
1/24/2024 | Clean Yield Group | 55,136 | $1.31M | 0.6% | -9.3% | 1.696% | |
1/19/2024 | Armor Investment Advisors LLC | 7,407 | $177K | 0.1% | -10.7% | 0.228% | |
1/18/2024 | First Pacific Financial | 8,038 | $192K | 0.1% | -10.9% | 0.247% | |
11/13/2023 | Retirement Capital Strategies | 25,539 | $579K | 0.3% | -54.7% | 0.786% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 92,743 | $2.10M | 0.0% | +9.2% | 2.854% | |
11/6/2023 | PFG Investments LLC | 166,453 | $3.77M | 0.7% | -0.8% | 5.122% | |
11/6/2023 | Nottingham Advisors Inc. | 13,284 | $301K | 0.0% | +3.8% | 0.409% | |
11/4/2023 | Neumann Capital Management LLC | 26,600 | $603K | 0.3% | +1.9% | 0.818% | |
11/1/2023 | Albion Financial Group UT | 36,821 | $835K | 0.1% | +55.4% | 1.133% | |
10/31/2023 | Allworth Financial LP | 8,686 | $197K | 0.0% | N/A | 0.267% | |
10/30/2023 | Congress Wealth Management LLC DE | 12,364 | $280K | 0.0% | +23.3% | 0.380% | |
10/23/2023 | First Pacific Financial | 9,021 | $205K | 0.1% | -63.7% | 0.278% | |
10/23/2023 | Armor Investment Advisors LLC | 8,297 | $188K | 0.1% | -14.3% | 0.255% | |
10/23/2023 | Commonwealth Equity Services LLC | 40,465 | $917K | 0.0% | -6.5% | 1.245% | |
10/20/2023 | Golden State Equity Partners | 21,469 | $487K | 0.1% | +75.4% | 0.661% | |
10/12/2023 | Clean Yield Group | 60,769 | $1.37M | 0.6% | -11.8% | 1.870% | |
10/11/2023 | Vontobel Holding Ltd. | 30,873 | $700K | 0.0% | +3.0% | 0.950% | |
8/11/2023 | Genus Capital Management Inc. | 11,085 | $258K | 0.0% | N/A | 0.341% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 84,940 | $1.98M | 0.0% | +12.8% | 2.614% | |
8/10/2023 | Cetera Investment Advisers | 8,827 | $206K | 0.0% | -11.6% | 0.272% | |
8/3/2023 | PFG Investments LLC | 167,786 | $3.91M | 0.7% | +6.2% | 5.163% | |
8/2/2023 | Bank of Montreal Can | 30,456 | $701K | 0.0% | N/A | 0.937% | |
8/2/2023 | Perigon Wealth Management LLC | 14,556 | $339K | 0.0% | N/A | 0.448% | |
7/31/2023 | LPL Financial LLC | 72,740 | $1.69M | 0.0% | +64.9% | 2.238% | |
7/26/2023 | Albion Financial Group UT | 23,695 | $552K | 0.0% | -36.7% | 0.729% | |
7/25/2023 | Raymond James & Associates | 25,281 | $589K | 0.0% | -10.0% | 0.778% | |
7/24/2023 | Vontobel Holding Ltd. | 29,977 | $698K | 0.0% | +15.8% | 0.922% | |
7/24/2023 | Moneywise Inc. | 11,787 | $275K | 0.2% | +5.4% | 0.363% | |
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As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea. Click here to find out what to do. |
7/19/2023 | Armor Investment Advisors LLC | 9,676 | $225K | 0.1% | N/A | 0.298% | |
7/19/2023 | Golden State Equity Partners | 12,237 | $285K | 0.1% | N/A | 0.377% | |
6/14/2023 | Atria Wealth Solutions Inc. | 10,305 | $242K | 0.0% | N/A | 0.322% | |
5/12/2023 | Rehmann Capital Advisory Group | 11,022 | $259K | 0.0% | N/A | 0.344% | |
5/11/2023 | PFG Investments LLC | 157,929 | $3.71M | 0.8% | N/A | 4.935% | |
5/8/2023 | WealthShield Partners LLC | 5,098 | $120K | 0.0% | N/A | 0.159% | |
4/28/2023 | Harvest Group Wealth Management LLC | 29,708 | $698K | 0.4% | -16.8% | 0.928% | |
4/26/2023 | Clean Yield Group | 70,346 | $1.65M | 0.7% | +6.8% | 2.198% | |
4/21/2023 | Moneywise Inc. | 11,185 | $263K | 0.2% | +23.2% | 0.350% | |
4/14/2023 | Congress Wealth Management LLC DE | 9,789 | $230K | 0.0% | +10.1% | 0.306% | |
4/14/2023 | Raymond James & Associates | 28,080 | $660K | 0.0% | -3.7% | 0.878% | |
2/10/2023 | Fairview Capital Investment Management LLC | 10,175 | $234K | 0.0% | +6.8% | 0.318% | |
2/8/2023 | Raymond James & Associates | 29,149 | $670K | 0.0% | +6.8% | 0.911% | |
2/7/2023 | Commonwealth Equity Services LLC | 42,589 | $979K | 0.0% | -3.7% | 1.331% | |
2/7/2023 | LPL Financial LLC | 37,501 | $862K | 0.0% | +8.0% | 1.172% | |
2/3/2023 | Albion Financial Group UT | 37,195 | $855K | 0.1% | +17.1% | 1.162% | |
2/2/2023 | Congress Wealth Management LLC DE | 8,895 | $204K | 0.0% | N/A | 0.278% | |
1/30/2023 | Moneywise Inc. | 9,082 | $209K | 0.2% | -9.3% | 0.284% | |
1/27/2023 | First Pacific Financial | 33,806 | $777K | 0.4% | -13.2% | 1.056% | |
1/12/2023 | Mutual Advisors LLC | 9,184 | $211K | 0.0% | -20.3% | 0.287% | |
11/4/2022 | Vontobel Holding Ltd. | 26,442 | $595K | 0.0% | N/A | 0.755% | |
11/3/2022 | Mutual Advisors LLC | 11,527 | $259K | 0.0% | -11.8% | 0.329% | |
11/1/2022 | Kestra Advisory Services LLC | 9,056 | $204K | 0.0% | -6.0% | 0.259% | |
10/31/2022 | Clean Yield Group | 65,721 | $1.48M | 0.7% | -16.1% | 1.878% | |
10/27/2022 | Albion Financial Group UT | 31,770 | $715K | 0.1% | +38.5% | 0.908% | |
10/25/2022 | Raymond James & Associates | 27,302 | $614K | 0.0% | +8.6% | 0.780% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 9,817 | $221K | 0.0% | -16.5% | 0.280% | |
10/24/2022 | First Pacific Financial | 38,968 | $876K | 0.5% | +44.9% | 1.113% | |
10/13/2022 | National Bank of Canada FI | 26,210 | $586K | 0.0% | -29.8% | 0.749% | |
8/15/2022 | Mutual Advisors LLC | 13,073 | $308K | 0.0% | N/A | 0.374% | |
8/15/2022 | Rehmann Capital Advisory Group | 11,278 | $266K | 0.0% | N/A | 0.322% | |
8/12/2022 | Financial Engines Advisors L.L.C. | 50,509 | $1.19M | 0.0% | +7.4% | 1.443% | |
8/10/2022 | Nottingham Advisors Inc. | 12,879 | $304K | 0.0% | -3.9% | 0.368% | |
8/2/2022 | Moneywise Inc. | 10,280 | $242K | 0.2% | N/A | 0.294% | |
7/29/2022 | Albion Financial Group UT | 22,945 | $541K | 0.1% | -18.0% | 0.656% | |
7/28/2022 | National Bank of Canada FI | 37,345 | $879K | 0.0% | -7.6% | 1.067% | |
7/20/2022 | Neumann Capital Management LLC | 26,200 | $618K | 0.3% | -3.7% | 0.749% | |
7/20/2022 | First Pacific Financial | 26,890 | $634K | 0.3% | N/A | 0.768% | |
7/19/2022 | Commonwealth Equity Services LLC | 43,397 | $1.02M | 0.0% | +14.4% | 1.240% | |
7/18/2022 | Clean Yield Group | 78,317 | $1.85M | 0.8% | -78.4% | 2.238% | |
5/12/2022 | Financial Engines Advisors L.L.C. | 47,017 | $1.17M | 0.0% | N/A | 1.190% | |
5/10/2022 | Nottingham Advisors Inc. | 13,400 | $335K | 0.0% | -17.1% | 0.339% | |
5/9/2022 | Neumann Capital Management LLC | 27,200 | $680K | 0.3% | +13.8% | 0.689% | |
5/9/2022 | Albion Financial Group UT | 27,970 | $699K | 0.1% | +3.9% | 0.708% | |
5/6/2022 | Fountainhead AM LLC | 9,700 | $242K | 0.1% | +19.9% | 0.246% | |
5/5/2022 | National Bank of Canada FI | 40,395 | $1.01M | 0.0% | +4.4% | 1.023% | |
5/4/2022 | Commonwealth Equity Services LLC | 37,924 | $947K | 0.0% | +3.0% | 0.960% | |
4/26/2022 | Kestra Advisory Services LLC | 8,885 | $222K | 0.0% | N/A | 0.225% | |
4/25/2022 | Clean Yield Group | 361,853 | $9.04M | 3.2% | -17.1% | 9.161% | |
4/21/2022 | Harvest Group Wealth Management LLC | 35,890 | $897K | 0.5% | -36.5% | 0.909% | |
World’s biggest multibillionaire investor is buying THIS by the ton [picture] (Ad) Don't Buy Bullion or Mining Stocks. Do THIS Instead
As gold continues to break all-time highs, many folks will run out and buy bullion or mining stocks. That's not the best way to ride this gold bull market higher. Note, this showed a 995% gain the last time we shared this same investment idea. Click here to find out what to do. |
2/23/2022 | Regatta Capital Group LLC | 20,608 | $552K | 0.2% | N/A | 0.522% | |
2/15/2022 | Albion Financial Group UT | 26,920 | $721K | 0.1% | +1.6% | 0.682% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 15,341 | $411K | 0.0% | +3.2% | 0.388% | |
2/8/2022 | Raymond James & Associates | 25,937 | $694K | 0.0% | +47.0% | 0.657% | |
2/3/2022 | Cambridge Investment Research Advisors Inc. | 54,548 | $1.46M | 0.0% | -12.7% | 1.381% | |
2/3/2022 | Neumann Capital Management LLC | 23,900 | $640K | 0.3% | +5.3% | 0.605% | |
1/31/2022 | Commonwealth Equity Services LLC | 36,814 | $985K | 0.0% | +10.4% | 0.944% | |
1/31/2022 | Nottingham Advisors Inc. | 16,171 | $433K | 0.0% | +7.3% | 0.415% | |
1/24/2022 | Clean Yield Group | 436,510 | $11.69M | 3.7% | +9.1% | 11.193% | |
1/24/2022 | National Bank of Canada FI | 38,695 | $1.04M | 0.0% | N/A | 0.992% | |