4/26/2024 | Guild Investment Management Inc. | 34,230 | $1.65M | 2.1% | +2.9% | 0.102% | |
4/26/2024 | MONECO Advisors LLC | 7,336 | $354K | 0.1% | +9.6% | 0.022% | |
4/25/2024 | Whalen Wealth Management Inc. | 48,540 | $2.34M | 1.7% | +50.6% | 0.144% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 36,347 | $1.75M | 0.0% | +35.1% | 0.108% | |
4/24/2024 | Fulcrum Equity Management | 25,813 | $1.25M | 1.5% | -7.9% | 0.077% | |
4/24/2024 | Greenspring Advisors LLC | 4,400 | $212K | 0.1% | N/A | 0.013% | |
|
4/23/2024 | Global Retirement Partners LLC | 10,397 | $501K | 0.0% | -45.8% | 0.031% | |
4/23/2024 | Gradient Investments LLC | 519,868 | $25.07M | 0.6% | +14.1% | 1.546% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 154,736 | $7.46M | 0.0% | +8.5% | 0.460% | |
4/22/2024 | Raymond James & Associates | 350,938 | $16.92M | 0.0% | -3.7% | 1.044% | |
4/22/2024 | MBL Wealth LLC | 85,232 | $4.11M | 0.5% | +8.4% | 0.254% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 79,880 | $3.85M | 0.2% | -0.7% | 0.238% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 160,854 | $7.76M | 2.2% | +35.3% | 0.478% | |
4/19/2024 | Tradewinds Capital Management LLC | 3,751 | $181K | 0.1% | N/A | 0.011% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 51,197 | $2.47M | 0.6% | -0.7% | 0.152% | |
4/18/2024 | Park Place Capital Corp | 1,095 | $53K | 0.0% | N/A | 0.003% | |
4/18/2024 | Claro Advisors LLC | 9,155 | $441K | 0.1% | N/A | 0.027% | |
4/18/2024 | CCG Wealth Management LLC | 28,917 | $1.39M | 0.8% | N/A | 0.086% | |
4/18/2024 | Barry Investment Advisors LLC | 155,483 | $7.50M | 2.5% | +3.2% | 0.462% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 4,308 | $201K | 0.1% | -5.7% | 0.013% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 133,992 | $6.46M | 0.0% | +0.8% | 0.425% | |
4/15/2024 | Future Financial Wealth Managment LLC | 29,244 | $1.41M | 1.1% | +3.0% | 0.093% | |
4/15/2024 | Sunbelt Securities Inc. | 6,661 | $321K | 0.0% | -5.3% | 0.021% | |
4/12/2024 | Fermata Advisors LLC | 8,271 | $399K | 0.1% | +22.4% | 0.026% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 23,834 | $1.15M | 0.2% | +10.3% | 0.076% | |
4/11/2024 | Rockland Trust Co. | 27,586 | $1.33M | 0.1% | -23.5% | 0.088% | |
4/11/2024 | RFG Advisory LLC | 145,887 | $7.04M | 0.2% | +7.9% | 0.463% | |
4/10/2024 | Inscription Capital LLC | 16,733 | $805K | 0.3% | +69.7% | 0.053% | |
4/10/2024 | Park Avenue Securities LLC | 32,642 | $1.57M | 0.0% | N/A | 0.104% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,661 | $118K | 0.0% | +187.4% | 0.008% | |
3/13/2024 | MONECO Advisors LLC | 6,696 | $297K | 0.1% | N/A | 0.021% | |
2/21/2024 | Austin Wealth Management LLC | 6,706 | $309K | 0.1% | +4.0% | 0.021% | |
2/14/2024 | Creative Planning | 2,059,366 | $91.23M | 0.1% | -3.6% | 6.538% | |
2/13/2024 | Stephens Inc. AR | 70,050 | $3.10M | 0.1% | +28.5% | 0.222% | |
2/13/2024 | SWS Partners | 15,426 | $683K | 0.2% | -5.7% | 0.049% | |
2/12/2024 | Madison Asset Management LLC | 105,768 | $4.69M | 0.1% | N/A | 0.336% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,414 | $461K | 0.0% | +20,728.0% | 0.033% | |
2/12/2024 | Heritage Wealth Advisors | 1,179 | $52K | 0.0% | N/A | 0.004% | |
2/9/2024 | Barry Investment Advisors LLC | 150,682 | $6.68M | 2.3% | +7.7% | 0.478% | |
2/9/2024 | Assetmark Inc. | 146,603 | $6.50M | 0.0% | +10.6% | 0.465% | |
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2/9/2024 | Corient Private Wealth LLC | 12,954 | $574K | 0.0% | +3.0% | 0.041% | |
2/9/2024 | D.A. Davidson & CO. | 43,661 | $1.93M | 0.0% | -11.2% | 0.139% | |
2/9/2024 | Wells Fargo & Company MN | 765,454 | $33.91M | 0.0% | +17.3% | 2.430% | |
2/9/2024 | UBS Group AG | 1,107,700 | $49.07M | 0.0% | +7.1% | 3.517% | |
2/8/2024 | Financial Advocates Investment Management | 15,668 | $694K | 0.0% | +18.3% | 0.050% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 5,200 | $230K | 0.0% | N/A | 0.017% | |
2/8/2024 | Beacon Pointe Advisors LLC | 49,584 | $2.20M | 0.0% | +5.3% | 0.157% | |
2/8/2024 | Legacy Capital Group California Inc. | 10,118 | $448K | 0.2% | N/A | 0.032% | |
2/8/2024 | Apexium Financial LP | 5,366 | $238K | 0.0% | N/A | 0.017% | |
2/7/2024 | Avantax Advisory Services Inc. | 19,250 | $853K | 0.0% | -18.3% | 0.061% | |
2/7/2024 | Almanack Investment Partners LLC. | 123,494 | $5.47M | 0.8% | +6.3% | 0.392% | |
2/7/2024 | NBC Securities Inc. | 4,650 | $205K | 0.0% | -6.3% | 0.015% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 21,557 | $955K | 0.5% | -5.8% | 0.068% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 4,570 | $208K | 0.1% | N/A | 0.015% | |
2/7/2024 | Endowment Wealth Management Inc. | 12,244 | $542K | 0.5% | -9.7% | 0.039% | |
2/7/2024 | Principal Securities Inc. | 2,200 | $97K | 0.0% | N/A | 0.007% | |
2/7/2024 | Montag A & Associates Inc. | 1,236 | $55K | 0.0% | N/A | 0.004% | |
2/7/2024 | Ethos Financial Group LLC | 53,408 | $2.37M | 0.5% | -2.9% | 0.170% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 5,330 | $236K | 0.0% | -5.3% | 0.017% | |
2/6/2024 | Family Asset Management LLC | 4,166 | $185K | 0.1% | -10.8% | 0.013% | |
2/6/2024 | Private Advisor Group LLC | 54,856 | $2.43M | 0.0% | -1.7% | 0.174% | |
2/6/2024 | Sykon Capital LLC | 46,423 | $2.06M | 0.8% | +681.3% | 0.147% | |
2/6/2024 | First Horizon Advisors Inc. | 3,486 | $154K | 0.0% | +33.3% | 0.011% | |
2/5/2024 | Global Wealth Management Investment Advisory Inc. | 26,474 | $1.17M | 0.3% | +1.6% | 0.084% | |
2/5/2024 | MONECO Advisors LLC | 6,696 | $297K | 0.1% | N/A | 0.021% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 45,542 | $2.02M | 0.3% | +12.2% | 0.145% | |
2/5/2024 | LGL Partners LLC | 15,080 | $668K | 0.1% | +27.9% | 0.048% | |
2/5/2024 | Silver Oak Securities Incorporated | 22,952 | $1.02M | 0.1% | N/A | 0.073% | |
2/2/2024 | Simplex Trading LLC | 915 | $40K | 0.0% | +81.5% | 0.003% | |
2/2/2024 | Atria Wealth Solutions Inc. | 21,031 | $932K | 0.0% | +14.8% | 0.067% | |
2/1/2024 | Sigma Planning Corp | 4,815 | $213K | 0.0% | -64.3% | 0.015% | |
1/31/2024 | J.W. Cole Advisors Inc. | 12,538 | $555K | 0.0% | -8.0% | 0.040% | |
1/29/2024 | Friedenthal Financial | 13,154 | $583K | 0.4% | -4.0% | 0.042% | |
1/26/2024 | Advisors Management Group Inc. ADV | 222,641 | $9.86M | 2.7% | -1.3% | 0.707% | |
1/26/2024 | Eagle Strategies LLC | 5,866 | $260K | 0.1% | +10.2% | 0.019% | |
1/25/2024 | RFG Advisory LLC | 135,265 | $5.99M | 0.2% | +4.4% | 0.429% | |
1/25/2024 | Americana Partners LLC | 18,030 | $799K | 0.1% | +4.6% | 0.057% | |
1/25/2024 | Spectrum Asset Management Inc. NB CA | 7,020 | $311K | 0.1% | -5.3% | 0.022% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 12,750 | $565K | 0.0% | -21.8% | 0.040% | |
1/24/2024 | Stratos Wealth Partners LTD. | 33,920 | $1.50M | 0.0% | +20.0% | 0.108% | |
1/24/2024 | International Assets Investment Management LLC | 3,721 | $165K | 0.0% | N/A | 0.012% | |
1/23/2024 | LVZ Inc. | 17,597 | $780K | 0.1% | -31.4% | 0.056% | |
1/19/2024 | SFG Wealth Management LLC. | 12,767 | $566K | 0.4% | +3.7% | 0.041% | |
1/19/2024 | Fermata Advisors LLC | 6,757 | $299K | 0.1% | -6.8% | 0.021% | |
1/19/2024 | Pinnacle Associates Ltd. | 77,948 | $3.45M | 0.1% | +7.9% | 0.247% | |
1/19/2024 | Fulcrum Equity Management | 28,017 | $1.24M | 1.5% | N/A | 0.089% | |
1/18/2024 | Future Financial Wealth Managment LLC | 28,385 | $1.26M | 1.2% | +9.1% | 0.090% | |
1/18/2024 | Chilton Capital Management LLC | 12,300 | $545K | 0.0% | -3.4% | 0.039% | |
1/18/2024 | Gradient Investments LLC | 455,452 | $20.18M | 0.5% | +71.5% | 1.446% | |
1/18/2024 | MBL Wealth LLC | 78,596 | $3.48M | 0.4% | +5.5% | 0.250% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
1/18/2024 | Global Retirement Partners LLC | 19,170 | $854K | 0.0% | +1,201.4% | 0.061% | |
1/16/2024 | Raymond James & Associates | 364,239 | $16.14M | 0.0% | +0.2% | 1.156% | |
1/12/2024 | Guild Investment Management Inc. | 33,261 | $1.47M | 2.3% | -16.1% | 0.106% | |
1/11/2024 | Edmonds Duncan Registered Investment Advisors LLC | 51,540 | $2.28M | 0.6% | -1.7% | 0.164% | |
1/11/2024 | West Coast Financial LLC | 6,033 | $267K | 0.0% | N/A | 0.019% | |
1/11/2024 | Rockland Trust Co. | 36,041 | $1.60M | 0.1% | -21.8% | 0.114% | |
1/11/2024 | Ausdal Financial Partners Inc. | 17,976 | $796K | 0.1% | +27.6% | 0.057% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 118,889 | $5.27M | 1.7% | -7.8% | 0.377% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 2,720 | $120K | 0.0% | +87.3% | 0.009% | |
1/9/2024 | WBH Advisory Inc. | 11,221 | $497K | 0.1% | -14.8% | 0.036% | |