2/15/2024 | Main Street Group LTD | 580 | $53K | 0.0% | N/A | 0.046% | |
2/15/2024 | Citadel Advisors LLC | 12,152 | $1.11M | 0.0% | +7.8% | 0.972% | |
2/14/2024 | Royal Bank of Canada | 41,398 | $3.79M | 0.0% | +147.4% | 3.312% | |
2/13/2024 | Envestnet Asset Management Inc. | 4,535 | $0.42M | 0.0% | +4.9% | 0.363% | |
2/13/2024 | Tower Research Capital LLC TRC | 8,940 | $0.82M | 0.0% | +5.5% | 0.715% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 4,992 | $0.45M | 0.3% | +10.1% | 0.399% | |
|
2/12/2024 | Steward Partners Investment Advisory LLC | 39,300 | $3.60M | 0.0% | -4.5% | 3.144% | |
2/12/2024 | Sculati Wealth Management LLC | 2,235 | $0.20M | 0.1% | N/A | 0.179% | |
2/9/2024 | CreativeOne Wealth LLC | 4,145 | $0.38M | 0.0% | -10.3% | 0.332% | |
2/7/2024 | Avantax Advisory Services Inc. | 18,487 | $1.69M | 0.0% | -28.0% | 1.479% | |
2/6/2024 | Private Advisor Group LLC | 21,465 | $1.96M | 0.0% | +34.6% | 1.717% | |
2/6/2024 | Merit Financial Group LLC | 3,508 | $0.32M | 0.0% | N/A | 0.281% | |
2/5/2024 | Field & Main Bank | 13,880 | $1.27M | 0.5% | +4.8% | 1.110% | |
1/31/2024 | Beam Wealth Advisors Inc. | 3,223 | $0.30M | 0.2% | -39.8% | 0.258% | |
1/26/2024 | Geneos Wealth Management Inc. | 6,277 | $0.57M | 0.0% | -22.0% | 0.502% | |
1/24/2024 | CENTRAL TRUST Co | 11,979 | $1.10M | 0.0% | -3.5% | 0.958% | |
1/22/2024 | Montz Harcus Wealth Management LLC | 5,068 | $0.46M | 0.4% | +3.5% | 0.405% | |
1/17/2024 | Cambridge Advisors Inc. | 2,367 | $0.22M | 0.1% | N/A | 0.189% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,545 | $1.33M | 0.0% | +13.2% | 1.164% | |
1/16/2024 | CVA Family Office LLC | 1,400 | $0.13M | 0.0% | -53.4% | 0.112% | |
1/11/2024 | Moody National Bank Trust Division | 88,283 | $8.08M | 0.6% | N/A | 7.063% | |
11/15/2023 | Royal Bank of Canada | 16,736 | $1.32M | 0.0% | -11.4% | 1.339% | |
11/14/2023 | Tower Research Capital LLC TRC | 8,471 | $0.67M | 0.0% | -23.5% | 0.678% | |
11/14/2023 | Mutual Advisors LLC | 7,999 | $0.63M | 0.0% | -53.9% | 0.640% | |
11/13/2023 | LPL Financial LLC | 66,265 | $5.24M | 0.0% | -10.5% | 5.301% | |
11/13/2023 | Invesco Ltd. | 5,718 | $0.45M | 0.0% | +27.2% | 0.457% | |
11/13/2023 | Envestnet Asset Management Inc. | 4,324 | $0.34M | 0.0% | +9.2% | 0.346% | |
11/8/2023 | Avantax Advisory Services Inc. | 25,659 | $2.03M | 0.0% | +4.4% | 2.053% | |
11/8/2023 | Strategic Financial Concepts LLC | 9,409 | $0.74M | 0.3% | +59.9% | 0.753% | |
11/3/2023 | Private Advisor Group LLC | 15,947 | $1.26M | 0.0% | +19.6% | 1.276% | |
10/31/2023 | Fifth Third Bancorp | 1,500 | $0.12M | 0.0% | -40.0% | 0.120% | |
10/27/2023 | Arbor Capital Management Inc. ADV | 4,535 | $0.35M | 0.3% | +5.7% | 0.363% | |
10/26/2023 | Beam Wealth Advisors Inc. | 5,357 | $0.42M | 0.3% | -14.3% | 0.429% | |
10/26/2023 | CENTRAL TRUST Co | 12,415 | $0.98M | 0.0% | -4.1% | 0.993% | |
10/24/2023 | Stratos Wealth Advisors LLC | 7,032 | $0.56M | 0.0% | +3.8% | 0.563% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,849 | $1.02M | 0.0% | -4.9% | 1.028% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,658 | $0.76M | 0.0% | -21.8% | 0.773% | |
10/23/2023 | Sheets Smith Wealth Management | 500 | $40K | 0.0% | N/A | 0.040% | |
10/23/2023 | Commonwealth Equity Services LLC | 6,671 | $0.53M | 0.0% | -38.8% | 0.534% | |
10/18/2023 | Koshinski Asset Management Inc. | 33,219 | $2.62M | 0.3% | -14.3% | 2.658% | |
AI to Meet the Same Fate as EVs? (Ad) When these tech bubbles burst, they invariably leave investors disillusioned by their losses.
Now, many worry a similar fate is awaiting AI.
And one man, legendary financial analyst Porter Stansberry, who called Nvidia at $11… Simply click here to read Porter’s warning on The Big AI Die-Up now. |
10/17/2023 | CreativeOne Wealth LLC | 4,619 | $0.37M | 0.0% | -20.6% | 0.370% | |
10/11/2023 | Geneos Wealth Management Inc. | 8,051 | $0.64M | 0.0% | -9.4% | 0.644% | |
10/11/2023 | Atlas Private Wealth Advisors | 182,157 | $14.39M | 2.7% | +11.3% | 14.573% | |
8/21/2023 | Osaic Holdings Inc. | 17,341 | $1.50M | 0.0% | -9.5% | 1.387% | |
8/16/2023 | CreativeOne Wealth LLC | 5,816 | $0.50M | 0.0% | -5.8% | 0.465% | |
8/15/2023 | Wells Fargo & Company MN | 21,702 | $1.88M | 0.0% | -2.2% | 1.736% | |
8/15/2023 | Royal Bank of Canada | 18,898 | $1.64M | 0.0% | -31.0% | 1.512% | |
8/15/2023 | Citadel Advisors LLC | 16,359 | $1.42M | 0.0% | +144.8% | 1.309% | |
8/14/2023 | Tower Research Capital LLC TRC | 11,066 | $0.96M | 0.0% | +41.4% | 0.885% | |
8/14/2023 | MML Investors Services LLC | 5,457 | $0.47M | 0.0% | +124.0% | 0.437% | |
8/11/2023 | Ameritas Investment Partners Inc. | 5,573 | $0.48M | 0.0% | +5.9% | 0.446% | |
8/10/2023 | Osaic Holdings Inc. | 17,341 | $1.50M | 0.0% | -9.5% | 1.387% | |
8/10/2023 | Commonwealth Equity Services LLC | 10,901 | $0.95M | 0.0% | +39.7% | 0.872% | |
8/10/2023 | Private Advisor Group LLC | 13,334 | $1.16M | 0.0% | +51.2% | 1.067% | |
8/10/2023 | Cetera Investment Advisers | 3,786 | $0.33M | 0.0% | -32.9% | 0.303% | |
8/8/2023 | Geneos Wealth Management Inc. | 8,886 | $0.77M | 0.0% | -12.8% | 0.711% | |
8/4/2023 | Envestnet Asset Management Inc. | 3,961 | $0.34M | 0.0% | -55.2% | 0.317% | |
8/4/2023 | Atlas Private Wealth Advisors | 163,640 | $14.19M | 2.9% | +131.9% | 13.091% | |
7/31/2023 | LPL Financial LLC | 74,045 | $6.42M | 0.0% | -8.8% | 5.924% | |
7/31/2023 | Mutual Advisors LLC | 17,368 | $1.51M | 0.1% | +7.1% | 1.389% | |
7/28/2023 | Koshinski Asset Management Inc. | 38,760 | $3.36M | 0.4% | N/A | 2.850% | |
7/26/2023 | CENTRAL TRUST Co | 12,945 | $1.12M | 0.0% | -24.7% | 0.952% | |
7/26/2023 | Beam Wealth Advisors Inc. | 6,248 | $0.54M | 0.4% | -74.4% | 0.459% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 13,510 | $1.17M | 0.0% | -4.6% | 0.993% | |
7/21/2023 | Hedeker Wealth LLC | 40,933 | $3.55M | 1.2% | +9.0% | 3.010% | |
7/18/2023 | Stratos Wealth Advisors LLC | 6,774 | $0.59M | 0.0% | +4.3% | 0.498% | |
7/13/2023 | Mid American Wealth Advisory Group Inc. | 13,431 | $1.20M | 0.9% | N/A | 0.988% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 12,354 | $1.07M | 0.0% | +4.5% | 0.908% | |
7/12/2023 | Pacific Sun Financial Corp | 2,570 | $0.23M | 0.2% | N/A | 0.189% | |
7/10/2023 | AE Wealth Management LLC | 10,795 | $0.94M | 0.0% | +20.1% | 0.794% | |
5/16/2023 | Susquehanna International Group LLP | 5,829 | $0.51M | 0.0% | +9.4% | 0.419% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 39,807 | $3.48M | 0.1% | +8.3% | 2.864% | |
5/16/2023 | Belpointe Asset Management LLC | 3,238 | $0.28M | 0.0% | -62.8% | 0.233% | |
5/15/2023 | Arbor Capital Management Inc. ADV | 4,177 | $0.37M | 0.3% | -13.3% | 0.301% | |
5/15/2023 | Flow Traders U.S. LLC | 2,599 | $0.23M | 0.0% | N/A | 0.187% | |
5/12/2023 | MML Investors Services LLC | 2,436 | $0.21M | 0.0% | -28.9% | 0.175% | |
5/12/2023 | UBS Group AG | 3,502 | $0.31M | 0.0% | +79.4% | 0.252% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 11,818 | $1.03M | 0.0% | +2.4% | 0.850% | |
5/11/2023 | Envestnet Asset Management Inc. | 8,834 | $0.77M | 0.0% | -19.9% | 0.636% | |
5/11/2023 | Commonwealth Equity Services LLC | 7,805 | $0.68M | 0.0% | +136.1% | 0.562% | |
5/10/2023 | Private Advisor Group LLC | 8,821 | $0.77M | 0.0% | N/A | 0.635% | |
5/10/2023 | LPL Financial LLC | 81,153 | $7.10M | 0.0% | -13.1% | 5.838% | |
5/9/2023 | Tower Research Capital LLC TRC | 7,826 | $0.69M | 0.0% | +5.1% | 0.563% | |
4/28/2023 | Avantax Advisory Services Inc. | 26,623 | $2.33M | 0.0% | +6.7% | 1.915% | |
4/27/2023 | Stratos Wealth Advisors LLC | 6,494 | $0.57M | 0.0% | +6.8% | 0.467% | |
4/26/2023 | Beam Wealth Advisors Inc. | 24,423 | $2.14M | 2.1% | +2.5% | 1.757% | |
4/25/2023 | Montz Harcus Wealth Management LLC | 4,818 | $0.42M | 0.4% | +13.7% | 0.347% | |
4/19/2023 | Field & Main Bank | 13,080 | $1.14M | 0.7% | +12.1% | 0.941% | |
4/19/2023 | CENTRAL TRUST Co | 17,186 | $1.50M | 0.0% | +12.2% | 1.236% | |
4/18/2023 | IFP Advisors Inc | 951 | $75K | 0.0% | -23.1% | 0.068% | |
AI to Meet the Same Fate as EVs? (Ad) When these tech bubbles burst, they invariably leave investors disillusioned by their losses.
Now, many worry a similar fate is awaiting AI.
And one man, legendary financial analyst Porter Stansberry, who called Nvidia at $11… Simply click here to read Porter’s warning on The Big AI Die-Up now. |
4/18/2023 | Hedeker Wealth LLC | 37,549 | $3.28M | 1.2% | -5.7% | 2.701% | |
4/14/2023 | AE Wealth Management LLC | 8,988 | $0.79M | 0.0% | N/A | 0.647% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 14,161 | $1.24M | 0.0% | +15.9% | 1.019% | |
4/12/2023 | Atlas Private Wealth Advisors | 70,550 | $6.17M | 2.9% | +24.9% | 5.076% | |
4/11/2023 | Mutual Advisors LLC | 16,220 | $1.42M | 0.1% | +72.3% | 1.167% | |
2/22/2023 | CVA Family Office LLC | 2,986 | $0.26M | 0.1% | +32.9% | 0.207% | |
2/16/2023 | CreativeOne Wealth LLC | 6,707 | $0.58M | 0.0% | -17.9% | 0.466% | |
2/15/2023 | Steward Partners Investment Advisory LLC | 36,770 | $3.20M | 0.1% | -8.6% | 2.553% | |
2/15/2023 | Money Concepts Capital Corp | 630 | $55K | 0.0% | +77.5% | 0.044% | |
2/15/2023 | Morgan Stanley | 34,799 | $3.03M | 0.0% | +45.0% | 2.417% | |