7/25/2025 | Heartland Bank & Trust Co | 150,594 | $3.66M | 1.7% | +51.9% | 0.115% | |
7/24/2025 | First Fiduciary Investment Counsel Inc. | 71,998 | $1.75M | 0.3% | +0.8% | 0.055% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 57,111 | $1.39M | 0.0% | -42.9% | 0.044% | |
7/21/2025 | Crews Bank & Trust | 183,085 | $4.44M | 0.7% | +5.3% | 0.140% | |
7/21/2025 | Trust Co of Kansas | 15,671 | $380K | 0.2% | +68.0% | 0.012% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 16,297 | $396K | 0.1% | -6.2% | 0.012% | |
7/18/2025 | Centricity Wealth Management LLC | 203,151 | $4.93M | 3.9% | +11.8% | 0.156% | |
7/17/2025 | Janney Montgomery Scott LLC | 219,002 | $5.32M | 0.0% | -0.4% | 0.168% | |
7/16/2025 | Rebalance LLC | 452,728 | $10.99M | 0.7% | +1.4% | 0.347% | |
7/15/2025 | RVW Wealth LLC | 1,022,940 | $24.83M | 2.1% | +5.7% | 0.785% | |
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7/14/2025 | GAMMA Investing LLC | 49,509 | $1.20M | 0.1% | -73.9% | 0.038% | |
7/11/2025 | Farther Finance Advisors LLC | 9,322 | $226K | 0.0% | -47.8% | 0.007% | |
7/11/2025 | Adirondack Trust Co. | 39,624 | $962K | 0.3% | +8.2% | 0.031% | |
7/11/2025 | Pinnacle Bancorp Inc. | 3,175 | $77K | 0.0% | +48.7% | 0.002% | |
7/9/2025 | Praetorian Wealth Management Inc. | 239,310 | $5.81M | 1.3% | +3.2% | 0.184% | |
7/9/2025 | Lbmc Investment Advisors LLC | 195,185 | $4.74M | 0.3% | +58.7% | 0.150% | |
7/9/2025 | Sarver Vrooman Wealth Advisors | 9,728 | $236K | 0.2% | +748.1% | 0.007% | |
7/8/2025 | Parallel Advisors LLC | 240,100 | $5.83M | 0.1% | +9.2% | 0.185% | |
7/1/2025 | Confluence Investment Management LLC | 162,767 | $3.95M | 0.1% | -0.4% | 0.126% | |
7/1/2025 | Harbor Investment Advisory LLC | 76,784 | $1.86M | 0.2% | +75.3% | 0.059% | |
5/16/2025 | Peloton Wealth Strategists | 339,470 | $8.21M | 3.4% | +9.5% | 0.272% | |
5/16/2025 | NewEdge Advisors LLC | 643,959 | $15.57M | 0.1% | +0.6% | 0.517% | |
5/16/2025 | Integrated Wealth Concepts LLC | 179,958 | $4.35M | 0.1% | +44.1% | 0.144% | |
5/9/2025 | Cary Street Partners Financial LLC | 49,164 | $1.19M | 0.0% | +2.3% | 0.039% | |
5/9/2025 | Wells Financial Advisors INC | 3,200 | $77K | 0.1% | -54.0% | 0.003% | |
5/8/2025 | Bank of Jackson Hole Trust | 3,051 | $74K | 0.0% | +73.3% | 0.002% | |
5/8/2025 | Lyell Wealth Management LP | 389,449 | $9.42M | 0.9% | +7.0% | 0.313% | |
5/8/2025 | RVW Wealth LLC | 967,922 | $23.40M | 2.2% | +1.2% | 0.777% | |
5/7/2025 | Valley Wealth Managers Inc. | 71,637 | $1.73M | 0.1% | -2.4% | 0.057% | |
5/5/2025 | Arrow Financial Corp | 578,531 | $13.99M | 1.6% | -0.2% | 0.464% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 32,048 | $775K | 0.0% | +90.1% | 0.026% | |
5/5/2025 | Gradient Capital Advisors LLC | 13,082 | $316K | 0.1% | +13.9% | 0.010% | |
5/2/2025 | Mosaic Family Wealth Partners LLC | 24,181 | $585K | 0.1% | +7.0% | 0.019% | |
5/2/2025 | Bogart Wealth LLC | 5,604 | $136K | 0.0% | -12.8% | 0.004% | |
4/30/2025 | Leavell Investment Management Inc. | 190,243 | $4.60M | 0.2% | +16.2% | 0.153% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 34,010 | $822K | 0.2% | N/A | 0.027% | |
4/29/2025 | Bank of New York Mellon Corp | 33,953 | $821K | 0.0% | +9.5% | 0.027% | |
4/29/2025 | Sonata Capital Group Inc. | 205,888 | $4.98M | 2.2% | +0.6% | 0.167% | |
4/28/2025 | Buffington Mohr McNeal | 164,698 | $3.98M | 0.8% | +108.1% | 0.133% | |
4/28/2025 | Private Trust Co. NA | 12,755 | $308K | 0.0% | +152.1% | 0.010% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
4/25/2025 | Spinnaker Trust | 455,474 | $11.01M | 0.7% | +21.8% | 0.369% | |
4/25/2025 | First Fiduciary Investment Counsel Inc. | 71,408 | $1.73M | 0.4% | +1.9% | 0.058% | |
4/24/2025 | J. L. Bainbridge & Co. Inc. | 9,301 | $225K | 0.0% | N/A | 0.008% | |
4/24/2025 | Sunbelt Securities Inc. | 3,735 | $90K | 0.0% | +31.5% | 0.003% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 2,000 | $48K | 0.0% | -20.0% | 0.002% | |
4/24/2025 | Trust Co. of Vermont | 5,492 | $133K | 0.0% | N/A | 0.004% | |
4/23/2025 | Trust Co of Kansas | 9,330 | $226K | 0.1% | N/A | 0.008% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 212,873 | $5.15M | 0.0% | +27.5% | 0.172% | |
4/22/2025 | Crews Bank & Trust | 173,845 | $4.20M | 0.7% | +5.2% | 0.141% | |
4/22/2025 | Heartland Bank & Trust Co | 99,119 | $2.40M | 1.2% | +23.7% | 0.080% | |
4/22/2025 | RFP Financial Group LLC | 32,025 | $774K | 0.3% | N/A | 0.026% | |
4/17/2025 | Montecito Bank & Trust | 50,993 | $1.23M | 0.2% | +4.9% | 0.041% | |
4/17/2025 | Janney Montgomery Scott LLC | 219,853 | $5.32M | 0.0% | +2.6% | 0.178% | |
4/17/2025 | Rebalance LLC | 446,501 | $10.80M | 0.8% | +24.5% | 0.362% | |
4/16/2025 | Praetorian Wealth Management Inc. | 231,955 | $5.61M | 1.4% | +7.9% | 0.188% | |
4/15/2025 | GAMMA Investing LLC | 189,899 | $4.59M | 0.3% | +25.9% | 0.154% | |
4/14/2025 | Farther Finance Advisors LLC | 17,856 | $431K | 0.0% | +217.8% | 0.014% | |
4/14/2025 | Centricity Wealth Management LLC | 181,654 | $4.39M | 4.0% | +10.3% | 0.147% | |
4/14/2025 | Bank of New Hampshire | 31,210 | $755K | 0.2% | -2.7% | 0.025% | |
4/11/2025 | Princeton Global Asset Management LLC | 46,462 | $1.12M | 0.2% | +26.3% | 0.038% | |
4/10/2025 | Horizons Wealth Management | 10,230 | $247K | 0.2% | +18.4% | 0.008% | |
4/9/2025 | Lbmc Investment Advisors LLC | 122,953 | $2.97M | 0.2% | +77.2% | 0.100% | |
4/9/2025 | Harbor Investment Advisory LLC | 43,808 | $1.06M | 0.1% | +8.0% | 0.035% | |
4/8/2025 | Parallel Advisors LLC | 219,918 | $5.32M | 0.1% | -10.7% | 0.180% | |
4/7/2025 | GAMMA Investing LLC | 4,591,758 | $111.03M | 0.0% | +2,944.0% | 3.756% | |
4/3/2025 | Adirondack Trust Co. | 36,630 | $886K | 0.3% | +7.7% | 0.030% | |
4/1/2025 | Confluence Investment Management LLC | 163,383 | $3.95M | 0.1% | -1.3% | 0.134% | |
2/18/2025 | Sunbelt Securities Inc. | 2,840 | $68K | 0.0% | +239.3% | 0.003% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 22,601 | $542K | 0.1% | +143.4% | 0.023% | |
2/18/2025 | Novem Group | 141,403 | $3.39M | 0.5% | N/A | 0.145% | |
2/18/2025 | 10Elms LLP | 26,070 | $625K | 0.6% | N/A | 0.027% | |
2/17/2025 | Captrust Financial Advisors | 589,568 | $14.13M | 0.0% | +42.3% | 0.604% | |
2/17/2025 | Cary Street Partners Financial LLC | 48,059 | $1.15M | 0.0% | N/A | 0.049% | |
2/17/2025 | Baird Financial Group Inc. | 26,122 | $626K | 0.0% | +10.9% | 0.027% | |
2/17/2025 | Ameriprise Financial Inc. | 1,553,216 | $37.22M | 0.0% | -4.8% | 1.592% | |
2/17/2025 | Ancora Advisors LLC | 18,769 | $450K | 0.0% | +15.9% | 0.019% | |
2/14/2025 | Arrow Financial Corp | 579,725 | $13.89M | 1.3% | +4.0% | 0.594% | |
2/14/2025 | Integrated Wealth Concepts LLC | 124,898 | $2.99M | 0.0% | -1.2% | 0.128% | |
2/13/2025 | United Capital Financial Advisors LLC | 92,489 | $2.22M | 0.0% | +20.3% | 0.095% | |
2/13/2025 | Hurley Capital LLC | 13,482 | $323K | 0.3% | N/A | 0.014% | |
2/12/2025 | Front Row Advisors LLC | 1,200 | $29K | 0.0% | N/A | 0.001% | |
2/12/2025 | Godshalk Welsh Capital Management Inc. | 58,700 | $1.41M | 0.9% | +62.4% | 0.060% | |
2/12/2025 | JPMorgan Chase & Co. | 99,439 | $2.38M | 0.0% | +12.0% | 0.102% | |
2/11/2025 | Sandy Spring Bank | 238,974 | $5.73M | 0.2% | +0.7% | 0.245% | |
2/10/2025 | Parallel Advisors LLC | 246,215 | $5.90M | 0.1% | +25.3% | 0.252% | |
2/7/2025 | Rebalance LLC | 358,509 | $8.59M | 0.6% | N/A | 0.368% | |
2/7/2025 | Horan Securities Inc. | 40,501 | $970K | 0.4% | -7.1% | 0.042% | |
2/6/2025 | Jones Financial Companies Lllp | 21,618 | $518K | 0.0% | +147.5% | 0.022% | |
2/5/2025 | Peloton Wealth Strategists | 310,130 | $7.43M | 3.0% | +6.2% | 0.318% | |
2/4/2025 | Exchange Capital Management Inc. | 8,444 | $202K | 0.0% | -69.8% | 0.009% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
2/4/2025 | Bank of New York Mellon Corp | 31,017 | $743K | 0.0% | +19.1% | 0.032% | |
2/3/2025 | First Horizon Advisors Inc. | 8,392 | $201K | 0.0% | +173.5% | 0.009% | |
2/3/2025 | Centricity Wealth Management LLC | 164,744 | $3.95M | 3.7% | N/A | 0.169% | |
2/3/2025 | Lyell Wealth Management LP | 363,921 | $8.72M | 0.8% | +5.0% | 0.373% | |
1/31/2025 | Bank of Jackson Hole Trust | 1,761 | $42K | 0.0% | N/A | 0.002% | |
1/31/2025 | Valley Wealth Managers Inc. | 73,407 | $1.76M | 0.1% | -1.0% | 0.075% | |
1/30/2025 | Spinnaker Trust | 373,877 | $8.96M | 0.6% | +53.0% | 0.383% | |
1/29/2025 | Sonata Capital Group Inc. | 204,751 | $4.91M | 2.0% | +197.4% | 0.210% | |
1/29/2025 | Leavell Investment Management Inc. | 163,717 | $3.92M | 0.2% | +34.2% | 0.168% | |
1/29/2025 | First Fiduciary Investment Counsel Inc. | 70,053 | $1.68M | 0.3% | +24.3% | 0.072% | |