4/26/2024 | Rocky Mountain Advisers LLC | 1,211 | $43K | 0.0% | +142.2% | 0.001% | |
4/26/2024 | Sage Rhino Capital LLC | 146,979 | $5.17M | 1.2% | -4.3% | 0.130% | |
4/26/2024 | MONECO Advisors LLC | 5,725 | $201K | 0.0% | -23.4% | 0.005% | |
4/25/2024 | Capital Investment Advisory Services LLC | 9,247 | $325K | 0.0% | -6.0% | 0.008% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 336,138 | $11.83M | 0.0% | +5.5% | 0.297% | |
4/24/2024 | Activest Wealth Management | 406,052 | $14.29M | 6.9% | +8.2% | 0.358% | |
|
4/24/2024 | Blue Bell Private Wealth Management LLC | 790 | $28K | 0.0% | N/A | 0.001% | |
4/24/2024 | Hartford Financial Management Inc. | 93,553 | $3.29M | 0.7% | -3.2% | 0.083% | |
4/24/2024 | Smith Anglin Financial LLC | 150,750 | $5.31M | 0.5% | +10.5% | 0.133% | |
4/23/2024 | Global Retirement Partners LLC | 1,541 | $54K | 0.0% | -34.1% | 0.001% | |
4/23/2024 | Arbor Investment Advisors LLC | 6,914 | $243K | 0.0% | -7.6% | 0.006% | |
4/23/2024 | Canvas Wealth Advisors LLC | 8,807 | $291K | 0.1% | -71.7% | 0.008% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,051,801 | $37.01M | 0.1% | -25.6% | 0.928% | |
4/22/2024 | Strategic Financial Concepts LLC | 7,330 | $258K | 0.1% | N/A | 0.006% | |
4/22/2024 | Rovin Capital UT ADV | 13,023 | $458K | 0.2% | -32.4% | 0.011% | |
4/22/2024 | PFG Investments LLC | 8,954 | $315K | 0.0% | -16.6% | 0.008% | |
4/22/2024 | Raymond James & Associates | 345,958 | $12.17M | 0.0% | -9.8% | 0.305% | |
4/22/2024 | MBL Wealth LLC | 122,125 | $4.30M | 0.5% | +76.0% | 0.108% | |
4/19/2024 | Yoder Wealth Management Inc. | 122,662 | $4.32M | 2.8% | -1.7% | 0.108% | |
4/19/2024 | Monument Capital Management | 152,035 | $5.35M | 1.5% | +108.4% | 0.145% | |
4/18/2024 | SeaCrest Wealth Management LLC | 51,166 | $1.80M | 0.2% | +5.6% | 0.049% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 3,710 | $131K | 0.0% | N/A | 0.004% | |
4/18/2024 | Raub Brock Capital Management LP | 142,071 | $5.00M | 1.1% | N/A | 0.136% | |
4/18/2024 | Horizon Wealth Management LLC | 65,683 | $2.31M | 0.6% | -0.8% | 0.063% | |
4/18/2024 | Fifth Third Securities Inc. | 162,552 | $5.72M | 0.6% | -4.8% | 0.155% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 451,490 | $15.89M | 0.9% | +1.7% | 0.431% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 37,126 | $1.24M | 0.5% | +43.3% | 0.035% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 289,833 | $10.20M | 0.0% | +5.2% | 0.277% | |
4/15/2024 | Cascade Wealth Advisors Inc | 249,319 | $8.47M | 7.2% | N/A | 0.238% | |
4/15/2024 | Brookstone Capital Management | 6,084 | $214K | 0.0% | -6.4% | 0.006% | |
4/15/2024 | Atlas Capital Advisors LLC | 25,610 | $901K | 0.1% | +4.6% | 0.024% | |
4/15/2024 | Ehrlich Financial Group | 24,081 | $847K | 0.7% | +5.2% | 0.023% | |
4/15/2024 | Davis Investment Partners LLC | 1,713,354 | $58.99M | 25.8% | -2.3% | 1.636% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 50,038 | $1.76M | 0.1% | +4.4% | 0.048% | |
4/12/2024 | Crane Advisory LLC | 31,040 | $1.07M | 0.2% | N/A | 0.030% | |
4/12/2024 | Global Assets Advisory LLC | 48,766 | $1.72M | 0.0% | N/A | 0.047% | |
4/11/2024 | Royal Fund Management LLC | 114,137 | $4.02M | 0.4% | +6.8% | 0.109% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 57,156 | $2.01M | 0.9% | +5.2% | 0.055% | |
4/11/2024 | SignalPoint Asset Management LLC | 228,312 | $8.04M | 2.2% | -5.7% | 0.218% | |
4/11/2024 | RFG Advisory LLC | 44,476 | $1.57M | 0.1% | +3.4% | 0.042% | |
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4/10/2024 | Park Avenue Securities LLC | 107,557 | $3.79M | 0.0% | +5.3% | 0.103% | |
4/10/2024 | Walker Asset Management LLC | 89,999 | $3.17M | 2.1% | -4.2% | 0.086% | |
4/10/2024 | Banque Cantonale Vaudoise | 10,015 | $352K | 0.0% | -9.1% | 0.010% | |
4/10/2024 | Legacy Private Trust Co. | 87,949 | $3.10M | 0.2% | +30.4% | 0.084% | |
4/9/2024 | Collective Family Office LLC | 8,000 | $282K | 0.1% | -20.0% | 0.008% | |
4/9/2024 | Neville Rodie & Shaw Inc. | 167,827 | $5.91M | 0.5% | +12.2% | 0.160% | |
4/5/2024 | Capital Market Strategies LLC | 89,444 | $3.15M | 2.4% | +4.4% | 0.085% | |
3/22/2024 | PNC Financial Services Group Inc. | 7,714 | $252K | 0.0% | N/A | 0.007% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 24,526 | $801K | 0.0% | N/A | 0.023% | |
3/13/2024 | MONECO Advisors LLC | 7,475 | $244K | 0.0% | -3.9% | 0.007% | |
3/12/2024 | Rovin Capital UT ADV | 19,263 | $629K | 0.3% | N/A | 0.018% | |
3/5/2024 | Fisher Asset Management LLC | 14,470 | $472K | 0.0% | N/A | 0.014% | |
2/28/2024 | EP Wealth Advisors LLC | 48,814 | $1.59M | 0.0% | N/A | 0.047% | |
2/15/2024 | Biltmore Family Office LLC | 79,113 | $2.58M | 0.5% | N/A | 0.076% | |
2/15/2024 | Comerica Bank | 39,262 | $1.28M | 0.0% | N/A | 0.037% | |
2/14/2024 | Chicago Wealth Management Inc. | 257,458 | $8.40M | 5.7% | N/A | 0.246% | |
2/14/2024 | Vista Investment Management | 88,670 | $2.89M | 1.3% | N/A | 0.085% | |
2/14/2024 | Regal Investment Advisors LLC | 200,117 | $6.53M | 0.5% | N/A | 0.191% | |
2/14/2024 | Cassaday & Co Wealth Management LLC | 8,480 | $277K | 0.0% | N/A | 0.008% | |
2/13/2024 | Stephens Inc. AR | 97,484 | $3.18M | 0.1% | N/A | 0.093% | |
2/13/2024 | Exencial Wealth Advisors LLC | 7,766 | $253K | 0.0% | N/A | 0.007% | |
2/13/2024 | Per Stirling Capital Management LLC. | 9,585 | $313K | 0.1% | N/A | 0.009% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,698 | $88K | 0.0% | N/A | 0.003% | |
2/13/2024 | CIBC Private Wealth Group LLC | 19,561 | $638K | 0.0% | N/A | 0.019% | |
2/13/2024 | Laurel Wealth Advisors LLC | 7,170 | $234K | 0.0% | N/A | 0.007% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 208,452 | $6.80M | 3.2% | N/A | 0.199% | |
2/12/2024 | Tradition Wealth Management LLC | 54,212 | $1.77M | 0.2% | N/A | 0.052% | |
2/12/2024 | Condor Capital Management | 252,108 | $8.23M | 0.9% | N/A | 0.241% | |
2/12/2024 | Brown Brothers Harriman & Co. | 21,000 | $685K | 0.0% | N/A | 0.020% | |
2/12/2024 | Goldstein Advisors LLC | 28,172 | $920K | 0.2% | N/A | 0.027% | |
2/12/2024 | Laidlaw Wealth Management LLC | 114,981 | $3.75M | 1.4% | N/A | 0.110% | |
2/12/2024 | Focus Financial Network Inc. ADV | 72,006 | $2.35M | 0.1% | N/A | 0.069% | |
2/12/2024 | Stifel Financial Corp | 212,415 | $6.93M | 0.0% | N/A | 0.203% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 9,550 | $312K | 0.0% | N/A | 0.009% | |
2/12/2024 | Mitchell Sinkler & Starr PA | 53,350 | $1.74M | 0.3% | N/A | 0.051% | |
2/12/2024 | Hilltop Holdings Inc. | 10,160 | $332K | 0.0% | N/A | 0.010% | |
2/9/2024 | Congress Wealth Management LLC DE | 9,330 | $305K | 0.0% | N/A | 0.009% | |
2/9/2024 | Advisory Services Network LLC | 145,688 | $4.76M | 0.1% | N/A | 0.139% | |
2/9/2024 | Hoylecohen LLC | 10,851 | $354K | 0.0% | N/A | 0.010% | |
2/9/2024 | Halter Ferguson Financial Inc. | 96,615 | $3.15M | 2.0% | N/A | 0.092% | |
2/9/2024 | Commerce Bank | 6,900 | $225K | 0.0% | N/A | 0.007% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 318,644 | $10.40M | 0.0% | N/A | 0.304% | |
2/9/2024 | Abbot Financial Management Inc. | 35,411 | $1.16M | 0.7% | N/A | 0.034% | |
2/9/2024 | Cassaday & Co Wealth Management LLC | 8,480 | $277K | 0.0% | N/A | 0.008% | |
2/9/2024 | Seven Mile Advisory | 7,000 | $228K | 0.2% | N/A | 0.007% | |
2/9/2024 | Corient Private Wealth LLC | 152,935 | $4.99M | 0.0% | N/A | 0.146% | |
2/9/2024 | D.A. Davidson & CO. | 28,632 | $935K | 0.0% | N/A | 0.027% | |
2/9/2024 | Wells Fargo & Company MN | 1,944,334 | $63.46M | 0.0% | N/A | 1.857% | |
2/9/2024 | Balentine LLC | 1,870 | $61K | 0.0% | N/A | 0.002% | |
2/9/2024 | Thoroughbred Financial Services LLC | 17,603 | $574K | 0.0% | N/A | 0.017% | |
His win rate puts Warren Buffett to shame… (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
And during our time together I pulled the covers of my investing system that’s delivered 779 winners and 43,509% total profits since November of 2015…
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2/9/2024 | UBS Group AG | 1,225,719 | $40.01M | 0.0% | N/A | 1.171% | |
2/9/2024 | PNC Financial Services Group Inc. | 7,714 | $252K | 0.0% | N/A | 0.007% | |
2/8/2024 | Manchester Capital Management LLC | 4,000 | $131K | 0.0% | N/A | 0.004% | |
2/8/2024 | TrinityPoint Wealth LLC | 10,958 | $358K | 0.1% | N/A | 0.010% | |
2/8/2024 | Brown Advisory Inc. | 6,550 | $214K | 0.0% | N/A | 0.006% | |
2/8/2024 | NorthRock Partners LLC | 11,234 | $367K | 0.0% | N/A | 0.011% | |
2/8/2024 | First Heartland Consultants Inc. | 9,551 | $312K | 0.0% | N/A | 0.009% | |
2/8/2024 | Haverford Trust Co | 11,000 | $359K | 0.0% | N/A | 0.011% | |
2/8/2024 | Beacon Pointe Advisors LLC | 28,122 | $918K | 0.0% | N/A | 0.027% | |
2/8/2024 | Curi Wealth Management LLC | 130,129 | $4.25M | 0.6% | N/A | 0.124% | |