3/8/2024 | ICA Group Wealth Management LLC | 1,130 | $44K | 0.0% | N/A | 0.006% | |
2/15/2024 | Citadel Advisors LLC | 9,176 | $0.35M | 0.0% | -85.3% | 0.051% | |
2/14/2024 | Royal Bank of Canada | 24,332 | $0.94M | 0.0% | -27.9% | 0.136% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,686 | $65K | 0.0% | -91.8% | 0.009% | |
2/13/2024 | Goldman Sachs Group Inc. | 129,261 | $4.99M | 0.0% | N/A | 0.722% | |
2/9/2024 | Orion Portfolio Solutions LLC | 1,516,104 | $58.45M | 0.7% | -0.2% | 8.470% | |
|
2/9/2024 | Corient Private Wealth LLC | 11,101 | $0.43M | 0.0% | -18.5% | 0.062% | |
2/9/2024 | Thoroughbred Financial Services LLC | 34,235 | $1.32M | 0.1% | +167.8% | 0.191% | |
2/8/2024 | Janney Montgomery Scott LLC | 10,805 | $0.42M | 0.0% | -11.9% | 0.060% | |
2/7/2024 | Avantax Advisory Services Inc. | 20,918 | $0.81M | 0.0% | -23.9% | 0.117% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 6,870,542 | $265.07M | 1.1% | +19.3% | 38.383% | |
2/7/2024 | Wealthspire Advisors LLC | 26,388 | $1.02M | 0.0% | N/A | 0.147% | |
2/6/2024 | Private Advisor Group LLC | 22,543 | $0.87M | 0.0% | -5.7% | 0.126% | |
2/6/2024 | Spire Wealth Management | 8,460 | $0.33M | 0.0% | +15.6% | 0.047% | |
2/6/2024 | Gallacher Capital Management LLC | 42,347 | $1.63M | 0.9% | -2.3% | 0.237% | |
2/6/2024 | TCG Advisory Services LLC | 85,897 | $3.31M | 0.2% | -3.2% | 0.480% | |
2/5/2024 | Intrust Bank NA | 77,885 | $3.01M | 0.3% | +130.9% | 0.435% | |
2/5/2024 | Avaii Wealth Management LLC | 5,437 | $0.21M | 0.1% | N/A | 0.030% | |
2/5/2024 | Transcend Capital Advisors LLC | 24,815 | $0.96M | 0.1% | -5.0% | 0.139% | |
2/2/2024 | Addison Advisors LLC | 4,320 | $0.17M | 0.1% | +1,209.1% | 0.024% | |
2/2/2024 | Truist Financial Corp | 5,716 | $0.22M | 0.0% | N/A | 0.032% | |
2/1/2024 | RWA Wealth Partners LLC | 19,260 | $0.74M | 0.0% | -12.4% | 0.108% | |
2/1/2024 | Prism Advisors Inc. | 7,630 | $0.29M | 0.1% | N/A | 0.043% | |
2/1/2024 | Sigma Planning Corp | 35,209 | $1.36M | 0.1% | -40.3% | 0.197% | |
2/1/2024 | CWM LLC | 1,037,926 | $40.04M | 0.2% | -9.1% | 5.798% | |
1/31/2024 | Goodwin Investment Advisory | 27,268 | $1.05M | 0.5% | +95.2% | 0.152% | |
1/30/2024 | Signet Financial Management LLC | 21,456 | $0.83M | 0.1% | -3.0% | 0.120% | |
1/30/2024 | SVB Wealth LLC | 238,671 | $9.21M | 0.2% | +1,392.4% | 1.333% | |
1/30/2024 | Capital Analysts LLC | 521,388 | $20.12M | 1.0% | +0.9% | 2.913% | |
1/29/2024 | Baystate Wealth Management LLC | 37,538 | $1.45M | 0.1% | -8.8% | 0.210% | |
1/26/2024 | Cerity Partners LLC | 573,677 | $22.13M | 0.0% | +2.2% | 3.205% | |
1/25/2024 | Confluence Wealth Services Inc. | 52,104 | $2.01M | 0.2% | N/A | 0.291% | |
1/24/2024 | Stratos Wealth Partners LTD. | 7,912 | $0.31M | 0.0% | +4.3% | 0.044% | |
1/23/2024 | Lee Financial Group Hawaii Inc. | 144,090 | $5.56M | 4.7% | -0.3% | 0.805% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 21,055 | $0.81M | 0.3% | +1,315.0% | 0.118% | |
1/22/2024 | Drive Wealth Management LLC | 22,231 | $0.86M | 0.3% | +154.2% | 0.124% | |
1/22/2024 | First Citizens Bank & Trust Co. | 6,567,998 | $253.39M | 4.6% | +18.2% | 36.693% | |
1/22/2024 | Snider Financial Group | 5,425 | $0.21M | 0.1% | N/A | 0.030% | |
1/19/2024 | Mainsail Financial Group LLC | 232,384 | $8.76M | 6.8% | +692.3% | 1.298% | |
1/18/2024 | Blue Trust Inc. | 21,664 | $0.84M | 0.0% | -10.0% | 0.121% | |
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1/18/2024 | RHS Financial LLC | 7,324 | $0.28M | 0.2% | -48.4% | 0.041% | |
1/18/2024 | Good Life Advisors LLC | 5,186 | $0.20M | 0.0% | N/A | 0.029% | |
1/18/2024 | Planned Solutions Inc. | 244,303 | $9.43M | 4.4% | N/A | 1.365% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 137,463 | $5.30M | 0.0% | -28.5% | 0.768% | |
1/16/2024 | Raymond James & Associates | 28,028 | $1.08M | 0.0% | -18.7% | 0.157% | |
1/12/2024 | Apeiron RIA LLC | 101,495 | $3.92M | 1.2% | +22.0% | 0.567% | |
1/9/2024 | Daymark Wealth Partners LLC | 27,308 | $1.05M | 0.0% | +223.1% | 0.153% | |
11/21/2023 | Comerica Bank | 8,137 | $0.28M | 0.0% | N/A | 0.045% | |
11/15/2023 | Integrated Wealth Concepts LLC | 177,686 | $6.16M | 0.1% | -0.8% | 0.993% | |
11/15/2023 | First Citizens Asset Management Inc. | 243,162 | $8.42M | 3.6% | +144.4% | 1.358% | |
11/15/2023 | Royal Bank of Canada | 33,742 | $1.17M | 0.0% | +114.6% | 0.189% | |
11/14/2023 | Tower Research Capital LLC TRC | 20,548 | $0.71M | 0.0% | N/A | 0.115% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 227,122 | $7.87M | 0.9% | +0.2% | 1.269% | |
11/13/2023 | LPL Financial LLC | 494,749 | $17.14M | 0.0% | +5.2% | 2.764% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,757,448 | $199.44M | 0.9% | N/A | 32.165% | |
11/8/2023 | HighTower Advisors LLC | 8,424 | $0.29M | 0.0% | N/A | 0.047% | |
11/8/2023 | Janney Montgomery Scott LLC | 12,264 | $0.43M | 0.0% | -3.9% | 0.069% | |
11/8/2023 | Spire Wealth Management | 7,320 | $0.25M | 0.0% | +14.6% | 0.041% | |
11/8/2023 | Avantax Advisory Services Inc. | 27,498 | $0.95M | 0.0% | -9.3% | 0.154% | |
11/7/2023 | Goodwin Investment Advisory | 13,970 | $0.48M | 0.3% | +13.9% | 0.078% | |
11/7/2023 | Cobblestone Capital Advisors LLC NY | 1,094,973 | $37.93M | 2.8% | -0.1% | 6.117% | |
11/6/2023 | Sigma Planning Corp | 58,928 | $2.04M | 0.1% | -19.3% | 0.329% | |
11/3/2023 | Private Advisor Group LLC | 23,901 | $0.83M | 0.0% | +1.2% | 0.134% | |
11/1/2023 | Orion Portfolio Solutions LLC | 1,519,797 | $52.65M | 0.6% | -49.7% | 8.490% | |
10/30/2023 | First Citizens Bank & Trust Co. | 5,557,053 | $192.50M | 3.7% | +116.3% | 31.045% | |
10/30/2023 | Mainsail Financial Group LLC | 29,329 | $1.01M | 0.9% | +7.8% | 0.164% | |
10/26/2023 | Baystate Wealth Management LLC | 41,149 | $1.43M | 0.1% | -7.8% | 0.230% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 23,389 | $0.81M | 0.1% | +12.9% | 0.131% | |
10/25/2023 | Signet Financial Management LLC | 22,114 | $0.77M | 0.1% | -4.3% | 0.124% | |
10/24/2023 | Stratos Wealth Partners LTD. | 7,583 | $0.26M | 0.0% | -25.4% | 0.042% | |
10/24/2023 | Raymond James & Associates | 34,462 | $1.19M | 0.0% | +1.0% | 0.193% | |
10/24/2023 | RHS Financial LLC | 14,195 | $0.49M | 0.3% | -45.4% | 0.079% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 23,881 | $0.83M | 0.0% | -2.4% | 0.133% | |
10/23/2023 | SVB Wealth LLC | 15,992 | $0.55M | 0.0% | N/A | 0.089% | |
10/23/2023 | Commonwealth Equity Services LLC | 152,168 | $5.27M | 0.0% | -1.3% | 0.850% | |
10/19/2023 | Apeiron RIA LLC | 83,205 | $2.88M | 1.0% | +25.2% | 0.465% | |
10/18/2023 | Lee Financial Group Hawaii Inc. | 144,492 | $5.01M | 4.6% | +4.5% | 0.807% | |
10/11/2023 | Ronald Blue Trust Inc. | 24,082 | $0.86M | 0.0% | +13.5% | 0.135% | |
10/11/2023 | Geneos Wealth Management Inc. | 1,995 | $69K | 0.0% | +25.1% | 0.011% | |
10/11/2023 | CWM LLC | 1,142,131 | $39.56M | 0.2% | N/A | 6.381% | |
10/11/2023 | Adviser Investments LLC | 21,984 | $0.76M | 0.0% | -4.6% | 0.123% | |
10/11/2023 | Drive Wealth Management LLC | 8,747 | $0.30M | 0.1% | +14.0% | 0.049% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,488 | $52K | 0.0% | N/A | 0.008% | |
10/10/2023 | Daymark Wealth Partners LLC | 8,453 | $0.29M | 0.0% | +40.7% | 0.047% | |
9/21/2023 | Baystate Wealth Management LLC | 44,619 | $1.59M | 0.1% | +4.1% | 0.249% | |
8/17/2023 | Orion Portfolio Solutions LLC | 3,023,631 | $107.88M | 1.1% | +95.8% | 16.892% | |
8/16/2023 | CreativeOne Wealth LLC | 16,310 | $0.52M | 0.0% | N/A | 0.091% | |
8/15/2023 | Jaffetilchin Investment Partners LLC | 226,651 | $8.09M | 0.9% | +6.4% | 1.266% | |
8/15/2023 | Integrated Wealth Concepts LLC | 179,080 | $6.39M | 0.1% | +2.2% | 1.000% | |
8/15/2023 | First Citizens Bank & Trust Co. | 2,569,661 | $91.69M | 1.7% | -75.6% | 14.356% | |
Investors Alert: The Next Big Thing in Weight Loss (Ad) History shows biotech breakthroughs like this can turn small investments into staggering fortunes for those with the foresight to get in early.
I've isolated the small company behind it all... The profit window is closing - don't get left behind! |
8/15/2023 | Goldman Sachs Group Inc. | 40,902 | $1.46M | 0.0% | +189.1% | 0.229% | |
8/15/2023 | Royal Bank of Canada | 15,726 | $0.56M | 0.0% | -28.4% | 0.088% | |
8/14/2023 | Orion Portfolio Solutions LLC | 1,474,449 | $107.88M | 1.1% | -4.5% | 8.237% | |
8/14/2023 | Thrivent Financial for Lutherans | 186,508 | $6.60M | 0.0% | +4.4% | 1.042% | |
8/14/2023 | Cerity Partners LLC | 551,420 | $19.67M | 0.1% | +1.0% | 3.081% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 2,231 | $80K | 0.0% | N/A | 0.012% | |
8/11/2023 | First Citizens Asset Management Inc. | 99,483 | $3.55M | 1.5% | -79.3% | 0.556% | |
8/11/2023 | JPMorgan Chase & Co. | 60,989 | $2.18M | 0.0% | +40.6% | 0.341% | |
8/11/2023 | PNC Financial Services Group Inc. | 11,786 | $0.42M | 0.0% | N/A | 0.066% | |
8/10/2023 | Osaic Holdings Inc. | 63,019 | $2.25M | 0.0% | -15.8% | 0.352% | |