4/24/2024 | Simplicity Wealth LLC | 27,387 | $560K | 0.0% | +24.4% | 0.037% | |
4/23/2024 | Fifth Third Bancorp | 94,801 | $1.94M | 0.0% | +6.9% | 0.129% | |
4/23/2024 | Duncker Streett & Co. Inc. | 15,764 | $323K | 0.1% | -3.6% | 0.021% | |
4/23/2024 | Revisor Wealth Management LLC | 19,183 | $394K | 0.2% | N/A | 0.026% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 237,100 | $4.85M | 0.0% | +6.0% | 0.322% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 35,786 | $732K | 0.2% | +2.7% | 0.049% | |
|
4/18/2024 | SeaCrest Wealth Management LLC | 67,288 | $1.38M | 0.2% | +165.5% | 0.091% | |
4/18/2024 | Omega Financial Group LLC | 121,057 | $2.48M | 1.0% | +1.0% | 0.164% | |
4/17/2024 | Trilogy Capital Inc. | 301,000 | $6.16M | 0.4% | +0.7% | 0.409% | |
4/17/2024 | Private Ocean LLC | 158,932 | $3.25M | 0.3% | -46.2% | 0.216% | |
4/16/2024 | OneAscent Financial Services LLC | 21,226 | $434K | 0.0% | +24.0% | 0.029% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 938,538 | $19.20M | 0.0% | -1.4% | 1.275% | |
4/15/2024 | Sound Income Strategies LLC | 5,893 | $121K | 0.0% | -28.0% | 0.008% | |
4/12/2024 | Annex Advisory Services LLC | 33,821 | $692K | 0.0% | -8.2% | 0.046% | |
4/12/2024 | Worth Asset Management LLC | 15,520 | $318K | 0.2% | -71.3% | 0.021% | |
4/11/2024 | RFG Advisory LLC | 75,512 | $1.55M | 0.1% | +6.6% | 0.094% | |
4/9/2024 | Great Waters Wealth Management | 30,625 | $627K | 0.1% | -3.3% | 0.038% | |
4/3/2024 | Versant Capital Management Inc | 129,371 | $2.65M | 0.8% | -2.8% | 0.161% | |
3/7/2024 | Objective Capital Management LLC | 12,928 | $267K | 0.2% | -12.5% | 0.016% | |
2/26/2024 | Syon Capital LLC | 1,748,744 | $36.06M | 3.1% | N/A | 2.172% | |
2/26/2024 | Centaurus Financial Inc. | 62,967 | $1.30M | 0.1% | N/A | 0.078% | |
2/13/2024 | Annex Advisory Services LLC | 36,832 | $759K | 0.0% | -9.8% | 0.046% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 65,376 | $1.32M | 1.0% | -2.6% | 0.081% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 29,986 | $618K | 0.0% | -2.5% | 0.037% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 10,501 | $217K | 0.1% | -21.0% | 0.013% | |
2/12/2024 | Hilltop Holdings Inc. | 482,041 | $9.94M | 1.1% | -23.5% | 0.599% | |
2/9/2024 | Tidemark LLC | 26,296 | $542K | 0.3% | N/A | 0.033% | |
2/9/2024 | Wells Fargo & Company MN | 1,933,930 | $39.88M | 0.0% | -1.2% | 2.402% | |
2/9/2024 | UBS Group AG | 3,513,687 | $72.45M | 0.0% | -1.1% | 4.365% | |
2/8/2024 | Towercrest Capital Management | 256,807 | $5.30M | 0.9% | +11.8% | 0.319% | |
2/8/2024 | SigFig Wealth Management LLC | 156,812 | $3.23M | 0.1% | +3.3% | 0.195% | |
2/7/2024 | Iams Wealth Management LLC | 12,256 | $253K | 0.2% | N/A | 0.015% | |
2/6/2024 | Family Asset Management LLC | 40,680 | $839K | 0.6% | N/A | 0.051% | |
2/6/2024 | Private Advisor Group LLC | 22,546 | $465K | 0.0% | -3.8% | 0.028% | |
2/6/2024 | National Bank of Canada FI | 108,136 | $2.20M | 0.0% | -1.8% | 0.134% | |
2/6/2024 | Blue Fin Capital Inc. | 28,853 | $595K | 0.2% | N/A | 0.036% | |
2/6/2024 | Merit Financial Group LLC | 28,286 | $583K | 0.0% | -36.8% | 0.035% | |
2/5/2024 | Mission Wealth Management LP | 65,253 | $1.35M | 0.0% | -7.3% | 0.081% | |
2/5/2024 | Red Wave Investments LLC | 70,426 | $1.45M | 0.6% | -3.7% | 0.087% | |
2/2/2024 | Dohj LLC | 30,944 | $638K | 0.2% | N/A | 0.038% | |
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2/2/2024 | Boyd Watterson Asset Management LLC OH | 1,474 | $30K | 0.0% | +84.3% | 0.002% | |
2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 15,013 | $310K | 0.0% | -58.8% | 0.019% | |
2/2/2024 | Syon Capital LLC | 1,748,744 | $36.06M | 2.6% | N/A | 2.172% | |
2/2/2024 | Atria Wealth Solutions Inc. | 13,049 | $269K | 0.0% | -9.0% | 0.016% | |
2/1/2024 | 1900 Wealth Management LLC | 33,319 | $687K | 0.1% | -2.8% | 0.041% | |
2/1/2024 | Telemus Capital LLC | 12,857 | $265K | 0.0% | +20.1% | 0.016% | |
1/31/2024 | Windham Capital Management LLC | 111,959 | $2.31M | 0.9% | +4.5% | 0.139% | |
1/31/2024 | Oliver Lagore Vanvalin Investment Group | 105,581 | $2.18M | 0.8% | -24.7% | 0.131% | |
1/30/2024 | Vontobel Holding Ltd. | 401,928 | $8.29M | 0.0% | -2.0% | 0.499% | |
1/29/2024 | Simplicity Wealth LLC | 22,015 | $454K | 0.2% | N/A | 0.027% | |
1/29/2024 | NewEdge Wealth LLC | 14,630 | $302K | 0.0% | -30.1% | 0.018% | |
1/29/2024 | Perigon Wealth Management LLC | 95,369 | $1.97M | 0.1% | +6.1% | 0.118% | |
1/26/2024 | Cerity Partners LLC | 109,820 | $2.26M | 0.0% | -7.5% | 0.136% | |
1/25/2024 | RFG Advisory LLC | 70,845 | $1.46M | 0.1% | +26.9% | 0.088% | |
1/25/2024 | International Assets Investment Management LLC | 51,736 | $1.07M | 0.0% | N/A | 0.064% | |
1/25/2024 | Financial & Tax Architects LLC | 662,146 | $13.65M | 4.0% | N/A | 0.823% | |
1/24/2024 | International Assets Investment Management LLC | 51,736 | $1.07M | 0.0% | N/A | 0.064% | |
1/23/2024 | StrategIQ Financial Group LLC | 311,439 | $6.42M | 0.7% | +0.2% | 0.387% | |
1/23/2024 | Private Ocean LLC | 295,298 | $6.09M | 0.6% | -63.9% | 0.367% | |
1/19/2024 | Alliance Wealth Management Group | 235,049 | $4.85M | 1.5% | N/A | 0.292% | |
1/19/2024 | Fifth Third Bancorp | 88,679 | $1.83M | 0.0% | -30.8% | 0.110% | |
1/19/2024 | Sharper & Granite LLC | 68,895 | $1.42M | 0.7% | -10.7% | 0.086% | |
1/19/2024 | Great Waters Wealth Management | 31,669 | $641K | 0.1% | -15.7% | 0.039% | |
1/19/2024 | Synergy Asset Management LLC | 466,819 | $9.63M | 1.7% | N/A | 0.580% | |
1/18/2024 | SeaCrest Wealth Management LLC | 25,343 | $506K | 0.1% | -3.0% | 0.031% | |
1/17/2024 | Sound Stewardship LLC | 30,324 | $625K | 0.4% | -9.1% | 0.038% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 223,628 | $4.61M | 0.0% | -11.7% | 0.278% | |
1/16/2024 | Security Financial Services INC. | 11,116 | $229K | 0.1% | -23.4% | 0.014% | |
1/16/2024 | Raymond James & Associates | 122,024 | $2.52M | 0.0% | +13.3% | 0.152% | |
1/16/2024 | Rosenberg Matthew Hamilton | 11,915 | $246K | 0.1% | -9.4% | 0.015% | |
1/12/2024 | Trilogy Capital Inc. | 299,010 | $6.17M | 0.4% | -6.2% | 0.371% | |
1/11/2024 | OneAscent Financial Services LLC | 17,123 | $353K | 0.0% | -3.8% | 0.021% | |
1/11/2024 | BKM Wealth Management LLC | 1,790 | $37K | 0.0% | N/A | 0.002% | |
1/11/2024 | Worth Asset Management LLC | 54,166 | $1.12M | 0.8% | N/A | 0.067% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 16,573 | $331K | 0.0% | +9.5% | 0.021% | |
1/11/2024 | Omega Financial Group LLC | 119,867 | $2.47M | 1.1% | -10.8% | 0.149% | |
1/11/2024 | BKM Wealth Management LLC | 1,790 | $37K | 0.0% | N/A | 0.002% | |
1/10/2024 | City State Bank | 10,250 | $211K | 0.1% | -8.9% | 0.013% | |
1/9/2024 | WBH Advisory Inc. | 27,365 | $564K | 0.1% | N/A | 0.034% | |
1/9/2024 | Central Bank & Trust Co. | 2,836 | $58K | 0.0% | N/A | 0.004% | |
1/8/2024 | Pure Financial Advisors LLC | 11,063 | $228K | 0.0% | N/A | 0.014% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 77,498 | $1.60M | 0.6% | -47.2% | 0.096% | |
12/11/2023 | Sunbelt Securities Inc. | 3,540 | $65K | 0.0% | -63.4% | 0.004% | |
11/16/2023 | Revisor Wealth Management LLC | 10,888 | $199K | 0.2% | N/A | 0.014% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 323,491 | $5.91M | 0.0% | -13.8% | 0.402% | |
11/15/2023 | Objective Capital Management LLC | 14,769 | $270K | 0.2% | -15.1% | 0.018% | |
11/15/2023 | Lido Advisors LLC | 20,127 | $368K | 0.0% | -10.9% | 0.025% | |
11/14/2023 | Towercrest Capital Management | 229,746 | $4.20M | 0.8% | -14.8% | 0.285% | |
11/13/2023 | Mariner LLC | 28,016 | $512K | 0.0% | -5.4% | 0.035% | |
11/13/2023 | LPL Financial LLC | 529,646 | $9.68M | 0.0% | -0.6% | 0.658% | |
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL) (Ad) AI was by far the biggest tech investing trend right now.
But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple.
Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now…
And could soon shoot to the moon, handing early investors a windfall. Click here now for the full details of this stock that’s set to rocket in the AI revolution… |
11/13/2023 | Invesco Ltd. | 1,883,416 | $34.41M | 0.0% | -0.4% | 2.340% | |
11/13/2023 | Clearstead Advisors LLC | 10,242 | $187K | 0.0% | N/A | 0.013% | |
11/13/2023 | Envestnet Asset Management Inc. | 455,625 | $8.32M | 0.0% | -29.1% | 0.566% | |
11/13/2023 | Kestra Advisory Services LLC | 17,726 | $324K | 0.0% | +5.0% | 0.022% | |
11/13/2023 | Bank Julius Baer & Co. Ltd Zurich | 36,454 | $666K | 0.0% | -7.6% | 0.045% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 140,225 | $2.56M | 1.0% | -64.5% | 0.174% | |
11/9/2023 | Citigroup Inc. | 144,029 | $2.63M | 0.0% | +104.6% | 0.179% | |
11/9/2023 | UBS Group AG | 3,552,882 | $64.91M | 0.0% | -0.2% | 4.414% | |
11/8/2023 | Ausdal Financial Partners Inc. | 10,862 | $198K | 0.0% | -6.3% | 0.013% | |
11/8/2023 | Atria Wealth Solutions Inc. | 14,343 | $262K | 0.0% | -93.8% | 0.018% | |