4/24/2024 | Private Trust Co. NA | 69,818 | $1.77M | 0.2% | +11.9% | 0.022% | |
4/24/2024 | PSI Advisors LLC | 3,010 | $76K | 0.0% | +50.5% | 0.001% | |
4/24/2024 | Zhang Financial LLC | 166,365 | $4.21M | 0.3% | +106.8% | 0.053% | |
4/16/2024 | Tsfg LLC | 341,151 | $8.62M | 2.2% | +2,254.1% | 0.108% | |
4/15/2024 | Sunbelt Securities Inc. | 9,005 | $228K | 0.0% | -6.3% | 0.003% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 13,790 | $349K | 0.0% | N/A | 0.004% | |
|
4/12/2024 | AdvisorNet Financial Inc | 25,211 | $637K | 0.1% | +3.5% | 0.010% | |
4/11/2024 | Bull Oak Capital LLC | 528,340 | $13.36M | 8.9% | +172.2% | 0.201% | |
4/10/2024 | Weitzel Financial Services Inc. | 502,183 | $12.57M | 6.3% | +25.4% | 0.191% | |
4/5/2024 | NBC Securities Inc. | 46,919 | $1.19M | 0.1% | -23.5% | 0.018% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 891,977 | $22.55M | 2.8% | +8.2% | 0.339% | |
4/1/2024 | Appleton Partners Inc. MA | 238,874 | $6.04M | 0.5% | +10.5% | 0.091% | |
3/4/2024 | Richardson Financial Services Inc. | 30,505 | $782K | 0.7% | N/A | 0.012% | |
2/26/2024 | Syon Capital LLC | 3,470,955 | $89.00M | 7.7% | +1,579.5% | 1.318% | |
2/14/2024 | Waterloo Capital L.P. | 20,880 | $535K | 0.1% | +16.6% | 0.008% | |
2/13/2024 | Jones Financial Companies Lllp | 196,282 | $5.03M | 0.0% | +12.0% | 0.075% | |
2/12/2024 | NYL Investors LLC | 119,100 | $3.05M | 0.1% | -3.2% | 0.045% | |
2/12/2024 | Parallel Advisors LLC | 137,562 | $3.53M | 0.1% | +334.3% | 0.052% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 644,600 | $16.53M | 0.1% | +10.4% | 0.245% | |
2/9/2024 | Tidemark LLC | 519,999 | $13.33M | 8.3% | N/A | 0.197% | |
2/9/2024 | Certified Advisory Corp | 192,544 | $4.94M | 0.7% | -4.7% | 0.073% | |
2/8/2024 | Towercrest Capital Management | 372,920 | $9.56M | 1.7% | -2.0% | 0.142% | |
2/8/2024 | Janney Montgomery Scott LLC | 891,563 | $22.86M | 0.1% | -2.8% | 0.338% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 551,114 | $14.13M | 2.1% | +7.6% | 0.209% | |
2/7/2024 | Strategic Advocates LLC | 171,417 | $4.40M | 1.9% | -41.3% | 0.065% | |
2/7/2024 | NBC Securities Inc. | 61,314 | $1.57M | 0.2% | -2.9% | 0.023% | |
2/7/2024 | Valley Wealth Managers Inc. | 9,677 | $248K | 0.0% | -16.7% | 0.004% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 455,296 | $11.67M | 3.1% | +67.2% | 0.173% | |
2/6/2024 | Natixis Advisors L.P. | 40,193 | $1.03M | 0.0% | +5.7% | 0.015% | |
2/2/2024 | IAG Wealth Partners LLC | 114,626 | $2.94M | 0.7% | +24.4% | 0.044% | |
2/2/2024 | Syon Capital LLC | 3,470,955 | $89.00M | 6.4% | +1,579.5% | 1.318% | |
2/2/2024 | Compass Financial Group Inc. | 102,313 | $2.62M | 1.5% | N/A | 0.039% | |
2/1/2024 | Vicus Capital | 16,723 | $429K | 0.0% | -10.9% | 0.006% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 2,730 | $70K | 0.0% | N/A | 0.001% | |
1/31/2024 | Zhang Financial LLC | 80,454 | $2.06M | 0.2% | N/A | 0.031% | |
1/29/2024 | Crestwood Advisors Group LLC | 281,597 | $7.22M | 0.2% | N/A | 0.107% | |
1/29/2024 | ORG Partners LLC | 1,791 | $46K | 0.0% | +116.8% | 0.001% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 253,507 | $6.50M | 1.7% | +13.4% | 0.096% | |
1/29/2024 | Money Design Co. Ltd. | 1,217,892 | $31.23M | 1.8% | +1.6% | 0.462% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 7,860 | $202K | 0.0% | N/A | 0.003% | |
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1/24/2024 | Private Trust Co. NA | 62,416 | $1.60M | 0.2% | -25.8% | 0.024% | |
1/24/2024 | Tsfg LLC | 14,492 | $372K | 0.1% | N/A | 0.006% | |
1/19/2024 | True Link Financial Advisors LLC | 35,719 | $916K | 0.1% | -44.0% | 0.014% | |
1/18/2024 | Winch Advisory Services LLC | 32,709 | $839K | 0.3% | +7.5% | 0.012% | |
1/17/2024 | IFG Advisory LLC | 35,453 | $909K | 0.1% | -3.8% | 0.013% | |
1/17/2024 | Heartwood Wealth Advisors LLC | 824,662 | $21.14M | 2.8% | +0.1% | 0.313% | |
1/16/2024 | Rosenberg Matthew Hamilton | 9,803 | $251K | 0.1% | -7.4% | 0.004% | |
1/11/2024 | Whittier Trust Co. | 37,500 | $961K | 0.0% | -7.6% | 0.014% | |
1/2/2024 | Appleton Partners Inc. MA | 216,102 | $5.54M | 0.4% | -17.6% | 0.082% | |
11/15/2023 | Integrated Wealth Concepts LLC | 96,099 | $2.34M | 0.0% | -81.7% | 0.036% | |
11/15/2023 | Baker Avenue Asset Management LP | 17,791 | $433K | 0.0% | -50.3% | 0.007% | |
11/15/2023 | KPP Advisory Services LLC | 8,436 | $205K | 0.1% | N/A | 0.003% | |
11/14/2023 | Towercrest Capital Management | 380,462 | $9.26M | 1.8% | +6.3% | 0.144% | |
11/13/2023 | Certified Advisory Corp | 202,117 | $4.92M | 0.6% | +20.2% | 0.077% | |
11/13/2023 | NYL Investors LLC | 123,100 | $3.00M | 0.1% | +0.7% | 0.047% | |
11/13/2023 | AMJ Financial Wealth Management | 9,476 | $231K | 0.1% | +7.8% | 0.004% | |
11/9/2023 | USAdvisors Wealth Management LLC | 315,003 | $7.67M | 3.1% | +3.3% | 0.120% | |
11/9/2023 | Valley Wealth Managers Inc. | 11,617 | $283K | 0.0% | N/A | 0.004% | |
11/8/2023 | Janney Montgomery Scott LLC | 916,989 | $22.32M | 0.1% | +2.7% | 0.348% | |
11/8/2023 | Pinnacle Wealth Planning Services Inc. | 512,209 | $12.47M | 2.0% | +4.8% | 0.194% | |
11/6/2023 | Winch Advisory Services LLC | 30,440 | $741K | 0.3% | +6.3% | 0.012% | |
11/6/2023 | Eldridge Investment Advisors Inc. | 272,290 | $6.61M | 2.2% | -14.5% | 0.103% | |
11/4/2023 | NBC Securities Inc. | 63,135 | $1.54M | 0.2% | N/A | 0.024% | |
11/4/2023 | Syon Capital LLC | 206,667 | $5.03M | 0.6% | N/A | 0.078% | |
11/2/2023 | Girard Partners LTD. | 1,502,150 | $36.56M | 4.1% | +2.8% | 0.570% | |
10/30/2023 | Arete Wealth Advisors LLC | 12,035 | $293K | 0.1% | -94.0% | 0.005% | |
10/30/2023 | Money Design Co. Ltd. | 1,198,841 | $29.18M | 1.8% | -0.2% | 0.455% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 8,354 | $203K | 0.0% | -6.6% | 0.003% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 1,868 | $45K | 0.0% | +58.0% | 0.001% | |
10/25/2023 | OLD Second National Bank of Aurora | 3,325 | $81K | 0.0% | +35.8% | 0.001% | |
10/24/2023 | Bank of New York Mellon Corp | 784,000 | $19.08M | 0.0% | N/A | 0.298% | |
10/24/2023 | IAG Wealth Partners LLC | 92,124 | $2.24M | 0.6% | +1.1% | 0.035% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 583,965 | $14.21M | 0.1% | +10.0% | 0.222% | |
10/23/2023 | Vicus Capital | 18,774 | $457K | 0.0% | +4.9% | 0.007% | |
10/23/2023 | Scissortail Wealth Management LLC | 55,352 | $1.32M | 1.0% | N/A | 0.021% | |
10/18/2023 | Private Trust Co. NA | 84,079 | $2.05M | 0.3% | -22.1% | 0.032% | |
10/17/2023 | Heartwood Wealth Advisors LLC | 823,570 | $20.05M | 3.0% | +1.2% | 0.313% | |
10/12/2023 | SlateStone Wealth LLC | 12,891 | $314K | 0.0% | +28.9% | 0.005% | |
10/11/2023 | Rosenberg Matthew Hamilton | 10,583 | $258K | 0.1% | -39.3% | 0.004% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 12,269 | $299K | 0.1% | N/A | 0.005% | |
10/3/2023 | Appleton Partners Inc. MA | 262,252 | $6.38M | 0.6% | +6.7% | 0.100% | |
9/21/2023 | Baystate Wealth Management LLC | 1,841 | $47K | 0.0% | +111.1% | 0.001% | |
9/12/2023 | Farther Finance Advisors LLC | 1,182 | $30K | 0.0% | +113.0% | 0.000% | |
9/7/2023 | ST Germain D J Co. Inc. | 2,368 | $60K | 0.0% | N/A | 0.001% | |
8/17/2023 | Vicus Capital | 17,901 | $454K | 0.0% | -2.3% | 0.007% | |
8/17/2023 | Coppell Advisory Solutions LLC | 56,992 | $1.44M | 0.4% | -9.6% | 0.022% | |
8/15/2023 | Horizon Investments LLC | 408,032 | $10.35M | 0.3% | +20.0% | 0.155% | |
8/15/2023 | Cahill Financial Advisors Inc. | 78,576 | $1.99M | 0.3% | +30.1% | 0.030% | |
8/14/2023 | United Capital Financial Advisers LLC | 481,410 | $12.21M | 0.1% | -0.2% | 0.183% | |
8/14/2023 | Certified Advisory Corp | 168,130 | $4.27M | 0.8% | +29.9% | 0.064% | |
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… |
8/10/2023 | AMJ Financial Wealth Management | 8,794 | $223K | 0.1% | N/A | 0.003% | |
8/10/2023 | IAG Wealth Partners LLC | 91,107 | $2.31M | 0.6% | +21.3% | 0.035% | |
8/8/2023 | Winch Advisory Services LLC | 28,623 | $726K | 0.3% | +3.1% | 0.011% | |
8/7/2023 | SlateStone Wealth LLC | 10,000 | $254K | 0.0% | N/A | 0.004% | |
8/7/2023 | Pinnacle Wealth Planning Services Inc. | 488,601 | $12.40M | 2.0% | +6.5% | 0.185% | |
8/4/2023 | Parallel Advisors LLC | 16,589 | $421K | 0.0% | -4.1% | 0.006% | |
8/4/2023 | Towercrest Capital Management | 357,790 | $9.08M | 1.7% | +0.2% | 0.136% | |
8/3/2023 | Eldridge Investment Advisors Inc. | 318,372 | $8.08M | 2.6% | -9.2% | 0.121% | |
8/1/2023 | USAdvisors Wealth Management LLC | 304,960 | $7.70M | 3.6% | +1.7% | 0.116% | |
7/31/2023 | WealthPLAN Partners LLC | 564,613 | $14.32M | 2.0% | +4.7% | 0.215% | |