7/26/2024 | Aletheian Wealth Advisors LLC | 7,814 | $327K | 0.2% | +10.2% | 0.006% | |
7/26/2024 | 1900 Wealth Management LLC | 6,296 | $263K | 0.0% | -86.2% | 0.005% | |
7/26/2024 | Harbour Investments Inc. | 13,249 | $554K | 0.0% | +10.1% | 0.010% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 6,683 | $279K | 0.0% | -4.2% | 0.005% | |
7/26/2024 | AlphaStar Capital Management LLC | 182,240 | $7.62M | 0.7% | +12.4% | 0.133% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 14,300 | $598K | 0.0% | N/A | 0.010% | |
|
7/26/2024 | Bank of New York Mellon Corp | 104,369 | $4.36M | 0.0% | -87.7% | 0.076% | |
7/26/2024 | TFG Advisers LLC | 81,581 | $3.41M | 1.3% | +17.9% | 0.060% | |
7/26/2024 | Patten Group Inc. | 8,834 | $369K | 0.1% | +50.2% | 0.006% | |
7/25/2024 | Rooted Wealth Advisors Inc. | 42,917 | $1.79M | 0.8% | -25.5% | 0.031% | |
7/25/2024 | Calamos Advisors LLC | 499,250 | $20.87M | 0.1% | +127.4% | 0.364% | |
7/25/2024 | Heritage Wealth Management Inc. CA | 27,771 | $1.16M | 0.9% | +9.6% | 0.020% | |
7/25/2024 | Clear Creek Financial Management LLC | 21,346 | $892K | 0.1% | -17.7% | 0.016% | |
7/25/2024 | Destiny Wealth Partners LLC | 198,270 | $8.29M | 1.5% | -9.2% | 0.145% | |
7/25/2024 | Harbor Advisory Corp MA | 255,132 | $10.67M | 3.7% | +6.1% | 0.186% | |
7/24/2024 | McAdam LLC | 18,398 | $769K | 0.0% | +9.1% | 0.013% | |
7/24/2024 | Planned Solutions Inc. | 6,260 | $262K | 0.1% | +4.7% | 0.005% | |
7/24/2024 | Paladin Advisory Group LLC | 36,546 | $1.52M | 1.2% | +3.7% | 0.027% | |
7/24/2024 | ACT Advisors LLC. | 390,878 | $16.34M | 8.5% | -0.6% | 0.285% | |
7/24/2024 | Avitas Wealth Management LLC | 12,407 | $519K | 0.1% | +4.5% | 0.009% | |
7/24/2024 | Secure Asset Management LLC | 230,732 | $9.65M | 1.8% | +8.2% | 0.168% | |
7/24/2024 | My Legacy Advisors LLC | 69,763 | $2.92M | 0.9% | N/A | 0.051% | |
7/24/2024 | &PARTNERS | 8,819 | $369K | 0.0% | N/A | 0.006% | |
7/23/2024 | AEGON USA Investment Management LLC | 49,290 | $2.06M | 1.6% | +16.8% | 0.036% | |
7/23/2024 | Stableford Capital II LLC | 243,226 | $10.16M | 3.9% | +9.1% | 0.178% | |
7/23/2024 | Courier Capital LLC | 32,779 | $1.37M | 0.1% | +0.8% | 0.024% | |
7/23/2024 | Fortis Capital Management LLC | 50,894 | $2.13M | 0.5% | +258.9% | 0.037% | |
7/22/2024 | Investment Planning Advisors Inc. | 12,899 | $539K | 0.3% | N/A | 0.009% | |
7/22/2024 | Legacy Capital Group California Inc. | 60,800 | $2.54M | 0.9% | -2.8% | 0.044% | |
7/22/2024 | Hobbs Group Advisors LLC | 2,593 | $108K | 0.0% | N/A | 0.002% | |
7/22/2024 | Pallas Capital Advisors LLC | 35,187 | $1.47M | 0.1% | -24.1% | 0.026% | |
7/22/2024 | Dakota Wealth Management | 390,511 | $16.32M | 0.4% | -19.6% | 0.285% | |
7/20/2024 | Parsons Capital Management Inc. RI | 32,724 | $1.37M | 0.1% | -10.0% | 0.024% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 276,648 | $11.56M | 0.0% | +5.6% | 0.202% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 118,642 | $4.96M | 0.3% | +23.2% | 0.087% | |
7/19/2024 | MONECO Advisors LLC | 10,142 | $424K | 0.1% | -3.4% | 0.007% | |
7/19/2024 | Western Wealth Management LLC | 11,613 | $485K | 0.0% | -16.0% | 0.008% | |
7/19/2024 | Chesley Taft & Associates LLC | 19,840 | $829K | 0.0% | +18.0% | 0.014% | |
7/19/2024 | Marshall Financial Group LLC | 9,020 | $377K | 0.1% | +6.4% | 0.007% | |
7/19/2024 | Raymond James & Associates | 667,524 | $27.90M | 0.0% | +168.7% | 0.487% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
7/19/2024 | Calton & Associates Inc. | 97,029 | $4.06M | 2.0% | -13.6% | 0.071% | |
7/19/2024 | ARS Wealth Advisors Group LLC | 81,018 | $3.39M | 0.4% | -7.8% | 0.059% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 41,817 | $1.75M | 0.0% | -9.2% | 0.031% | |
7/19/2024 | Shilanski & Associates Inc. | 187,961 | $7.86M | 2.6% | +3.6% | 0.137% | |
7/19/2024 | Refined Wealth Management | 213,264 | $8.91M | 6.9% | -0.9% | 0.156% | |
7/18/2024 | WealthCare Investment Partners LLC | 7,492 | $313K | 0.1% | -7.7% | 0.005% | |
7/18/2024 | Hofer & Associates. Inc | 76,218 | $3.19M | 2.5% | +2.6% | 0.056% | |
7/18/2024 | Outlook Wealth Advisors LLC | 7,741 | $324K | 0.1% | -17.3% | 0.006% | |
7/18/2024 | Miracle Mile Advisors LLC | 66,151 | $2.77M | 0.1% | N/A | 0.048% | |
7/18/2024 | Naples Global Advisors LLC | 29,190 | $1.22M | 0.1% | -3.5% | 0.021% | |
7/17/2024 | Hengehold Capital Management LLC | 223,691 | $9.35M | 1.0% | +0.6% | 0.163% | |
7/17/2024 | Seed Wealth Management Inc. | 53,208 | $2.22M | 1.9% | -2.3% | 0.039% | |
7/17/2024 | IAG Wealth Partners LLC | 982 | $41K | 0.0% | N/A | 0.001% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 197,135 | $8.24M | 0.0% | +23.0% | 0.144% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 7,337 | $307K | 0.1% | -33.8% | 0.005% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 201,599 | $8.43M | 0.0% | +60.3% | 0.147% | |
7/16/2024 | Friedenthal Financial | 33,779 | $1.41M | 0.9% | +11.7% | 0.025% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 7,865 | $329K | 0.1% | N/A | 0.006% | |
7/16/2024 | Brendel Financial Advisors LLC | 74,301 | $3.11M | 2.0% | -1.4% | 0.054% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 34,565 | $1.45M | 0.0% | -86.4% | 0.025% | |
7/15/2024 | Aspire Private Capital LLC | 70,685 | $2.96M | 0.8% | +2.4% | 0.052% | |
7/15/2024 | S. R. Schill & Associates | 90,755 | $3.79M | 1.7% | N/A | 0.066% | |
7/15/2024 | RFG Advisory LLC | 13,097 | $547K | 0.0% | -2.1% | 0.010% | |
7/13/2024 | Austin Private Wealth LLC | 13,993 | $585K | 0.1% | +15.2% | 0.010% | |
7/13/2024 | LPF Advisors LLC | 9,121 | $381K | 0.4% | -5.3% | 0.007% | |
7/12/2024 | Country Trust Bank | 304,329 | $12.72M | 0.3% | +1.1% | 0.222% | |
7/12/2024 | Twelve Points Wealth Management LLC | 56,113 | $2.35M | 0.8% | +16.4% | 0.041% | |
7/12/2024 | Capital Investment Advisors LLC | 50,899 | $2.13M | 0.0% | -3.5% | 0.037% | |
7/12/2024 | Accel Wealth Management | 26,525 | $1.11M | 0.4% | -6.2% | 0.019% | |
7/11/2024 | Prentice Wealth Management LLC | 193,669 | $8.10M | 2.6% | +10.2% | 0.141% | |
7/10/2024 | Csenge Advisory Group | 42,746 | $1.79M | 0.1% | -8.4% | 0.031% | |
7/10/2024 | Simplicity Wealth LLC | 13,290 | $556K | 0.0% | +27.9% | 0.010% | |
7/10/2024 | CGN Advisors LLC | 5,624 | $235K | 0.0% | N/A | 0.004% | |
7/10/2024 | LifePro Asset Management | 35,553 | $1.49M | 1.1% | -1.1% | 0.026% | |
7/10/2024 | RDA Financial Network | 21,859 | $914K | 0.3% | +3.1% | 0.016% | |
7/10/2024 | Albion Financial Group UT | 76,559 | $3.20M | 0.2% | -3.7% | 0.056% | |
7/9/2024 | Park Avenue Securities LLC | 77,839 | $3.25M | 0.0% | +37.3% | 0.057% | |
7/9/2024 | Fragasso Financial Advisors Inc | 194,506 | $8.13M | 0.7% | +5.5% | 0.142% | |
7/9/2024 | Mather Group LLC. | 793 | $33K | 0.0% | N/A | 0.001% | |
7/9/2024 | Great Waters Wealth Management | 41,705 | $1.74M | 0.3% | -4.8% | 0.030% | |
7/8/2024 | RVW Wealth LLC | 4,873 | $204K | 0.0% | -23.0% | 0.004% | |
7/8/2024 | FC Advisory LLC | 148,232 | $6.20M | 2.3% | +1.0% | 0.108% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 1,459 | $61K | 0.0% | N/A | 0.001% | |
5/24/2024 | Cetera Advisors LLC | 41,686 | $1.76M | 0.0% | +167.9% | 0.030% | |
5/24/2024 | Cetera Investment Advisers | 253,048 | $10.66M | 0.0% | +93.7% | 0.185% | |
5/21/2024 | Atria Investments Inc | 156,017 | $6.57M | 0.1% | +73.5% | 0.114% | |
5/20/2024 | Adams Wealth Management | 28,819 | $1.21M | 0.3% | +18.9% | 0.021% | |
5/17/2024 | WealthPlan Investment Management LLC | 10,480 | $441K | 0.1% | -20.0% | 0.008% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 30,721 | $1.29M | 0.1% | +1.4% | 0.022% | |
5/17/2024 | Semmax Financial Advisors Inc. | 103,883 | $4.36M | 1.4% | +5,661.7% | 0.076% | |
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year"
At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8720&Placement=NativeDisplay&Source=NativeDisplay) Click here now to watch this exclusive interview |
5/17/2024 | Comerica Bank | 24,513 | $1.03M | 0.0% | -21.8% | 0.018% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 21,902 | $922K | 0.2% | N/A | 0.016% | |
5/16/2024 | Jane Street Group LLC | 2,419,362 | $101.88M | 0.0% | +234.9% | 1.766% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 16,201 | $679K | 0.0% | -30.7% | 0.012% | |
5/16/2024 | Waverly Advisors LLC | 82,038 | $3.46M | 0.1% | N/A | 0.060% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 26,046 | $1.10M | 0.1% | +2.8% | 0.019% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 219,700 | $9.25M | 0.0% | -2.7% | 0.160% | |
5/15/2024 | GE Investment Management CORP. | 1,158,439 | $48.78M | 4.6% | N/A | 0.846% | |
5/14/2024 | Axxcess Wealth Management LLC | 39,704 | $1.67M | 0.0% | +72.7% | 0.029% | |
5/14/2024 | CreativeOne Wealth LLC | 96,971 | $4.08M | 0.2% | +9.8% | 0.071% | |