| 4/24/2024 | Zhang Financial LLC | 7,950 | $415K | 0.0% | N/A | 0.004% | |
| 4/24/2024 | CENTRAL TRUST Co | 2,580,233 | $134.59M | 3.4% | +11.6% | 1.214% | |
| 4/24/2024 | Simplicity Wealth LLC | 8,876 | $463K | 0.0% | N/A | 0.004% | |
| 4/24/2024 | Spire Wealth Management | 1,571 | $82K | 0.0% | +37.0% | 0.001% | |
| 4/24/2024 | Financial Freedom LLC | 39,711 | $2.07M | 1.2% | -0.6% | 0.019% | |
| 4/23/2024 | IRON Financial LLC | 142,065 | $7.41M | 4.1% | -0.6% | 0.067% | |
|
| 4/23/2024 | Global Retirement Partners LLC | 11,123 | $580K | 0.0% | -84.8% | 0.005% | |
| 4/23/2024 | WASHINGTON TRUST Co | 75,878 | $3.96M | 0.1% | -19.7% | 0.036% | |
| 4/23/2024 | TrueWealth Advisors LLC | 39,069 | $2.04M | 0.8% | -4.7% | 0.018% | |
| 4/23/2024 | Fifth Third Bancorp | 239,525 | $12.49M | 0.0% | -10.4% | 0.113% | |
| 4/23/2024 | McAdam LLC | 184,672 | $9.63M | 0.6% | +5.1% | 0.087% | |
| 4/23/2024 | Summit Trail Advisors LLC | 160,720 | $8.38M | 0.2% | -7.6% | 0.076% | |
| 4/23/2024 | Strategic Blueprint LLC | 59,840 | $3.12M | 0.2% | +70.7% | 0.028% | |
| 4/23/2024 | Revisor Wealth Management LLC | 35,510 | $1.85M | 0.8% | +226.1% | 0.017% | |
| 4/23/2024 | Rebalance LLC | 130,021 | $6.78M | 0.6% | +2.6% | 0.061% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 261,644 | $13.65M | 0.0% | +6.4% | 0.123% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 7,634 | $398K | 0.1% | N/A | 0.004% | |
| 4/22/2024 | American Financial Advisors LLC | 43,871 | $2.29M | 0.3% | -12.7% | 0.021% | |
| 4/22/2024 | PFG Investments LLC | 6,490 | $339K | 0.0% | N/A | 0.003% | |
| 4/22/2024 | Altfest L J & Co. Inc. | 341,151 | $17.79M | 2.6% | +43.3% | 0.161% | |
| 4/22/2024 | Strategic Financial Planning Inc. | 19,253 | $1.00M | 0.8% | -13.7% | 0.009% | |
| 4/22/2024 | Physician Wealth Solutions Inc. | 39,721 | $2.07M | 1.7% | +2.5% | 0.019% | |
| 4/19/2024 | Veracity Capital LLC | 18,014 | $940K | 0.4% | +3.8% | 0.008% | |
| 4/19/2024 | Tran Capital Management L.P. | 9,580 | $500K | 0.1% | -63.0% | 0.005% | |
| 4/19/2024 | Wealth Management Resources Inc. | 226,548 | $11.82M | 5.1% | +2.0% | 0.107% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 4,166 | $217K | 0.1% | -11.3% | 0.002% | |
| 4/19/2024 | DMC Group LLC | 28,901 | $1.51M | 1.3% | -4.0% | 0.014% | |
| 4/19/2024 | Arvest Investments Inc. | 59,673 | $3.11M | 0.5% | -31.0% | 0.028% | |
| 4/19/2024 | OMNI 360 Wealth Inc. | 15,568 | $812K | 0.7% | +1.4% | 0.007% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 29,748 | $1.55M | 0.2% | -11.1% | 0.014% | |
| 4/18/2024 | Myecfo LLC | 18,211 | $950K | 0.6% | -4.3% | 0.009% | |
| 4/18/2024 | Eagle Ridge Investment Management | 227,428 | $11.86M | 1.1% | +2.3% | 0.107% | |
| 4/18/2024 | Panoramic Investment Advisors LLC | 13,335 | $696K | 0.5% | -13.5% | 0.006% | |
| 4/18/2024 | Claro Advisors LLC | 11,251 | $587K | 0.1% | N/A | 0.005% | |
| 4/18/2024 | Cobblestone Asset Management LLC | 8,609 | $449K | 0.3% | +8.0% | 0.004% | |
| 4/18/2024 | LifeGuide Financial Advisors LLC | 641,282 | $33.45M | 16.9% | +6.3% | 0.302% | |
| 4/18/2024 | Fifth Third Securities Inc. | 35,532 | $1.85M | 0.2% | -47.2% | 0.017% | |
| 4/18/2024 | RHS Financial LLC | 21,786 | $1.14M | 0.7% | +20.9% | 0.010% | |
| 4/18/2024 | Skyline Advisors Inc. | 53,241 | $2.78M | 1.2% | +2.6% | 0.025% | |
| 4/18/2024 | Aviance Capital Partners LLC | 80,218 | $4.18M | 0.6% | +0.4% | 0.038% | |
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| 4/18/2024 | LVW Advisors LLC | 33,891 | $1.77M | 0.3% | -8.0% | 0.016% | |
| 4/18/2024 | Advisory Services & Investments LLC | 11,376 | $593K | 0.4% | -55.0% | 0.005% | |
| 4/18/2024 | Arlington Financial Advisors LLC | 4,036 | $211K | 0.0% | -78.7% | 0.002% | |
| 4/17/2024 | Annapolis Financial Services LLC | 176,910 | $9.23M | 3.0% | -14.0% | 0.083% | |
| 4/17/2024 | MPS Loria Financial Planners LLC | 71,721 | $3.74M | 1.3% | N/A | 0.034% | |
| 4/17/2024 | Iron Horse Wealth Management LLC | 4,512 | $235K | 0.1% | -39.2% | 0.002% | |
| 4/17/2024 | Stephens Group Asset Management LLC | 747,068 | $38.97M | 3.6% | +1.1% | 0.351% | |
| 4/17/2024 | Alpha Omega Wealth Management LLC | 66,162 | $3.45M | 0.6% | +1.9% | 0.031% | |
| 4/16/2024 | Toth Financial Advisory Corp | 1,313 | $68K | 0.0% | -33.2% | 0.001% | |
| 4/16/2024 | OneAscent Financial Services LLC | 70,423 | $3.67M | 0.4% | +17.0% | 0.033% | |
| 4/16/2024 | Bridge Advisory LLC | 37,253 | $1.94M | 1.0% | +100.2% | 0.018% | |
| 4/16/2024 | Pinnacle Bancorp Inc. | 14,938 | $779K | 0.2% | -8.9% | 0.007% | |
| 4/16/2024 | LongView Wealth Management | 30,739 | $1.60M | 0.6% | -25.0% | 0.014% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 10,781 | $558K | 0.0% | -11.6% | 0.005% | |
| 4/16/2024 | Hengehold Capital Management LLC | 30,831 | $1.61M | 0.2% | +3.3% | 0.015% | |
| 4/16/2024 | Cypress Wealth Services LLC | 9,579 | $500K | 0.1% | +9.4% | 0.005% | |
| 4/16/2024 | Maltin Wealth Management Inc. | 30,123 | $1.57M | 0.9% | +35.4% | 0.014% | |
| 4/16/2024 | Seed Wealth Management Inc. | 44,545 | $2.31M | 2.2% | -2.2% | 0.021% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,300,448 | $67.83M | 0.2% | -2.8% | 0.612% | |
| 4/15/2024 | Wealthcare Capital Management LLC | 173,333 | $9.04M | 1.0% | +2.1% | 0.078% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 665,628 | $34.72M | 1.1% | +0.6% | 0.299% | |
| 4/15/2024 | Aletheian Wealth Advisors LLC | 31,179 | $1.63M | 0.9% | +8.2% | 0.014% | |
| 4/15/2024 | Sunbelt Securities Inc. | 1,451 | $76K | 0.0% | +158.2% | 0.001% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 1,796 | $94K | 0.0% | -31.4% | 0.001% | |
| 4/15/2024 | First National Corp MA ADV | 28,092 | $1.47M | 0.4% | -1.4% | 0.013% | |
| 4/13/2024 | Hoxton Planning & Management LLC | 79,642 | $4.15M | 2.0% | +6.3% | 0.036% | |
| 4/13/2024 | Columbus Macro LLC | 19,369 | $1.01M | 0.4% | -3.7% | 0.009% | |
| 4/12/2024 | Charles Schwab Trust Co | 37,431 | $1.95M | 0.2% | +51.1% | 0.017% | |
| 4/12/2024 | McNaughton Wealth Management LLC | 54,327 | $2.83M | 1.6% | +5.8% | 0.024% | |
| 4/12/2024 | Austin Private Wealth LLC | 118,669 | $6.14M | 0.7% | -6.6% | 0.053% | |
| 4/12/2024 | Navalign LLC | 429,825 | $22.42M | 7.4% | +16.6% | 0.193% | |
| 4/12/2024 | Financial Synergies Wealth Advisors Inc. | 1,152 | $60K | 0.0% | N/A | 0.001% | |
| 4/12/2024 | AdvisorNet Financial Inc | 23,987 | $1.25M | 0.1% | -40.8% | 0.011% | |
| 4/11/2024 | Walker Financial Services Inc. | 229,660 | $11.98M | 9.8% | +8.8% | 0.103% | |
| 4/11/2024 | Security Financial Services INC. | 20,901 | $1.09M | 0.2% | +3.2% | 0.009% | |
| 4/11/2024 | Catalyst Private Wealth LLC | 44,105 | $2.30M | 1.2% | -11.9% | 0.020% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 15,719 | $820K | 0.2% | -4.5% | 0.007% | |
| 4/11/2024 | ONE Advisory Partners LLC | 42,736 | $2.23M | 1.1% | +5.3% | 0.019% | |
| 4/11/2024 | Grey Fox Wealth Advisors LLC | 50,576 | $2.64M | 1.0% | +1.4% | 0.023% | |
| 4/10/2024 | McLean Asset Management Corp | 64,997 | $3.37M | 1.2% | +17.4% | 0.029% | |
| 4/10/2024 | Quadratic Capital Management LLC | 12,277,579 | $640.40M | 96.6% | -14.9% | 5.516% | |
| 4/9/2024 | Ellenbecker Investment Group | 66,240 | $3.46M | 0.7% | +8.4% | 0.030% | |
| 4/9/2024 | Curbstone Financial Management Corp | 97,050 | $5.06M | 1.1% | -2.1% | 0.044% | |
| 4/9/2024 | Mather Group LLC. | 515 | $27K | 0.0% | N/A | 0.000% | |
| 4/8/2024 | Mid American Wealth Advisory Group Inc. | 6,632 | $346K | 0.2% | -27.9% | 0.003% | |
| 4/8/2024 | Benchmark Wealth Management LLC | 18,200 | $949K | 0.5% | -32.1% | 0.008% | |
| 4/5/2024 | Carolina Wealth Advisors LLC | 376,032 | $19.61M | 10.6% | +6.9% | 0.169% | |
| 4/5/2024 | Prism Advisors Inc. | 6,904 | $360K | 0.1% | +6.8% | 0.003% | |
| 4/4/2024 | Moody National Bank Trust Division | 45,191 | $2.36M | 0.2% | -51.6% | 0.020% | |
| 4/3/2024 | Versant Capital Management Inc | 1,008 | $53K | 0.0% | N/A | 0.000% | |
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… |
| 4/3/2024 | Arden Trust Co | 114,546 | $5.98M | 0.8% | +2.8% | 0.051% | |
| 4/2/2024 | Marotta Asset Management | 234,770 | $12.25M | 2.5% | +4.1% | 0.105% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 352,220 | $18.39M | 0.0% | -2.1% | 0.158% | |
| 3/15/2024 | Hart & Patterson Financial Group LLC | 128,602 | $6.71M | 3.5% | N/A | 0.058% | |
| 3/15/2024 | Skyline Advisors Inc. | 51,879 | $2.71M | 1.3% | N/A | 0.023% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 8,410 | $439K | 0.0% | -85.9% | 0.004% | |
| 3/13/2024 | MONECO Advisors LLC | 7,360 | $384K | 0.1% | -3.3% | 0.003% | |
| 3/6/2024 | SageView Advisory Group LLC | 11,226 | $584K | 0.0% | -10.7% | 0.005% | |
| 3/5/2024 | Fisher Asset Management LLC | 4,382 | $229K | 0.0% | N/A | 0.002% | |
| 3/4/2024 | Richardson Financial Services Inc. | 2,576 | $134K | 0.1% | N/A | 0.001% | |
