3/19/2024 | Warren Street Wealth Advisors LLC | 26,540 | $1.33M | 0.8% | +177.8% | 0.008% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 38,740 | $1.95M | 0.1% | -21.9% | 0.011% | |
3/14/2024 | Leo Wealth LLC | 326,897 | $16.43M | 1.7% | N/A | 0.096% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 8,043 | $0.40M | 0.4% | N/A | 0.002% | |
3/6/2024 | SageView Advisory Group LLC | 19,973 | $1M | 0.0% | N/A | 0.006% | |
3/5/2024 | Twin Focus Capital Partners LLC | 8,876 | $0.45M | 0.0% | N/A | 0.003% | |
|
3/1/2024 | Creekmur Asset Management LLC | 12,131 | $0.61M | 0.2% | N/A | 0.004% | |
2/28/2024 | EP Wealth Advisors LLC | 44,747 | $2.25M | 0.0% | -5.5% | 0.013% | |
2/26/2024 | Centaurus Financial Inc. | 184,771 | $9.28M | 0.7% | +15.0% | 0.054% | |
2/26/2024 | Integrated Advisors Network LLC | 50,717 | $2.55M | 0.1% | -5.5% | 0.015% | |
2/23/2024 | Cim LLC | 75,833 | $3.83M | 0.6% | N/A | 0.022% | |
2/23/2024 | Beacon Financial Group | 181,308 | $9.11M | 1.1% | N/A | 0.053% | |
2/22/2024 | Napa Wealth Management | 495,087 | $24.87M | 13.5% | N/A | 0.146% | |
2/16/2024 | SageView Advisory Group LLC | 19,973 | $1M | 0.0% | N/A | 0.006% | |
2/16/2024 | Global Assets Advisory LLC | 18,694 | $0.94M | 1.2% | +140.7% | 0.006% | |
2/16/2024 | Harbour Investments Inc. | 62,973 | $3.16M | 0.1% | -2.1% | 0.019% | |
2/16/2024 | Wealthquest Corp | 8,514 | $0.43M | 0.0% | +13.0% | 0.003% | |
2/16/2024 | O Dell Group LLC | 2,946 | $0.15M | 0.0% | N/A | 0.001% | |
2/15/2024 | Arkos Global Advisors | 166,905 | $8.39M | 1.5% | +12.2% | 0.049% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 234,777 | $11.80M | 0.0% | +108.9% | 0.069% | |
2/15/2024 | Main Management LLC | 6,039 | $0.30M | 0.0% | N/A | 0.002% | |
2/15/2024 | Townsquare Capital LLC | 19,717 | $0.99M | 0.0% | -96.9% | 0.006% | |
2/15/2024 | SkyView Investment Advisors LLC | 230,112 | $11.56M | 2.8% | +30.9% | 0.068% | |
2/15/2024 | Atlas Capital Advisors LLC | 2,675 | $0.13M | 0.0% | N/A | 0.001% | |
2/15/2024 | Nwam LLC | 40,611 | $2.04M | 0.2% | -12.7% | 0.012% | |
2/15/2024 | OLD Mission Capital LLC | 58,387 | $2.93M | 0.1% | -18.0% | 0.017% | |
2/15/2024 | Financial Planning & Information Services Inc. | 10,758 | $0.54M | 0.1% | +13.7% | 0.003% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 91,750 | $4.61M | 0.7% | N/A | 0.027% | |
2/15/2024 | Gallagher Fiduciary Advisors LLC | 4,500 | $0.23M | 0.0% | N/A | 0.001% | |
2/15/2024 | Baird Financial Group Inc. | 183,583 | $9.22M | 0.0% | -12.7% | 0.054% | |
2/15/2024 | Comerica Bank | 120,672 | $6.06M | 0.0% | +2.1% | 0.036% | |
2/14/2024 | Royal Bank of Canada | 4,317,501 | $216.91M | 0.1% | -2.4% | 1.271% | |
2/14/2024 | Continuum Advisory LLC | 5,518 | $0.28M | 0.0% | -40.8% | 0.002% | |
2/14/2024 | Pathstone Holdings LLC | 9,971 | $0.50M | 0.0% | N/A | 0.003% | |
2/14/2024 | ADAR1 Capital Management LLC | 56,000 | $2.81M | 1.0% | N/A | 0.016% | |
2/14/2024 | Kestra Advisory Services LLC | 1,421,877 | $71.44M | 0.6% | -26.7% | 0.418% | |
2/14/2024 | Creative Planning | 21,194 | $1.07M | 0.0% | +97.6% | 0.006% | |
2/14/2024 | Vista Investment Management | 9,165 | $0.46M | 0.2% | N/A | 0.003% | |
2/14/2024 | MGO One Seven LLC | 63,955 | $3.21M | 0.2% | -42.0% | 0.019% | |
2/14/2024 | VitalStone Financial LLC | 2,472 | $0.12M | 0.1% | -43.3% | 0.001% | |
[BUY ALERT] Our #1 A.I. Stock for March (Ad) It's the one AI stock nobody is talking about.
Cathy Wood just bought 11 million shares of it. Get the name of the stock here - before it takes off >>> |
2/14/2024 | Regal Investment Advisors LLC | 17,970 | $0.90M | 0.1% | +11.7% | 0.005% | |
2/14/2024 | TMD Wealth Management LLC | 138,913 | $6.98M | 1.8% | +215.7% | 0.041% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 695 | $35K | 0.0% | N/A | 0.000% | |
2/13/2024 | Angeles Wealth Management LLC | 18,472 | $0.93M | 0.1% | N/A | 0.005% | |
2/13/2024 | Envestnet Asset Management Inc. | 2,180,520 | $109.55M | 0.0% | -8.6% | 0.642% | |
2/13/2024 | Stephens Inc. AR | 1,159,192 | $58.24M | 1.0% | -3.3% | 0.341% | |
2/13/2024 | Northern Trust Corp | 19,592 | $0.98M | 0.0% | -3.3% | 0.006% | |
2/13/2024 | Cetera Advisor Networks LLC | 497,164 | $24.98M | 0.1% | +14.1% | 0.146% | |
2/13/2024 | Oppenheimer & Co. Inc. | 95,083 | $4.78M | 0.1% | +14.8% | 0.028% | |
2/13/2024 | Trademark Financial Management LLC | 15,320 | $0.77M | 0.6% | N/A | 0.005% | |
2/13/2024 | Bedell Frazier Investment Counselling LLC | 13,050 | $0.66M | 0.2% | +29.0% | 0.004% | |
2/13/2024 | CIBC Private Wealth Group LLC | 10,000 | $0.50M | 0.0% | N/A | 0.003% | |
2/13/2024 | Belpointe Asset Management LLC | 6,686 | $0.34M | 0.0% | -36.6% | 0.002% | |
2/13/2024 | Laurel Wealth Advisors LLC | 137,097 | $6.89M | 1.3% | +15.5% | 0.040% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 197,520 | $9.92M | 4.7% | +4.8% | 0.058% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 15,801 | $0.79M | 0.8% | N/A | 0.005% | |
2/12/2024 | Clear Rock Advisors LLC | 348,312 | $17.55M | 8.0% | N/A | 0.103% | |
2/12/2024 | Manhattan West Asset Management LLC | 197,254 | $9.91M | 2.8% | -4.0% | 0.058% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 9,691 | $0.49M | 0.0% | -13.5% | 0.003% | |
2/12/2024 | Avestar Capital LLC | 505,599 | $25.40M | 2.9% | +276.0% | 0.149% | |
2/12/2024 | Private Wealth Strategies L.L.C. | 1,294,855 | $65.05M | 14.4% | +3.3% | 0.381% | |
2/12/2024 | TD Capital Management LLC | 337,247 | $16.94M | 1.9% | -3.1% | 0.099% | |
2/12/2024 | Fortress Wealth Management Inc. | 159,914 | $8.03M | 4.4% | N/A | 0.047% | |
2/12/2024 | Focus Financial Network Inc. ADV | 127,064 | $6.38M | 0.2% | N/A | 0.037% | |
2/12/2024 | Stifel Financial Corp | 885,612 | $44.49M | 0.1% | +30.4% | 0.261% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 576,708 | $28.97M | 0.4% | -12.7% | 0.170% | |
2/12/2024 | Eaton Financial Holdings Company LLC | 188,722 | $9.48M | 2.3% | +25.5% | 0.056% | |
2/9/2024 | Johnson Financial Group Inc. | 3,580 | $0.18M | 0.0% | N/A | 0.001% | |
2/9/2024 | Advisory Services Network LLC | 58,046 | $2.92M | 0.1% | +3.2% | 0.017% | |
2/9/2024 | Orion Portfolio Solutions LLC | 58,930 | $2.96M | 0.0% | -58.2% | 0.017% | |
2/9/2024 | SageView Advisory Group LLC | 19,973 | $1M | 0.0% | N/A | 0.006% | |
2/9/2024 | AXS Investments LLC | 29,000 | $1.46M | 0.3% | N/A | 0.009% | |
2/9/2024 | US Bancorp DE | 10,961 | $0.55M | 0.0% | -38.2% | 0.003% | |
2/9/2024 | BlackDiamond Wealth Management LLC | 334,373 | $16.83M | 12.4% | +58.9% | 0.098% | |
2/9/2024 | Tidemark LLC | 100,146 | $5.03M | 3.1% | N/A | 0.029% | |
2/9/2024 | EverSource Wealth Advisors LLC | 668 | $34K | 0.0% | N/A | 0.000% | |
2/9/2024 | TSA Wealth Managment LLC | 5,294 | $0.27M | 0.1% | N/A | 0.002% | |
2/9/2024 | Keystone Financial Group | 66,817 | $3.36M | 0.6% | -81.4% | 0.020% | |
2/9/2024 | Assetmark Inc. | 732,597 | $36.81M | 0.1% | -5.2% | 0.216% | |
2/9/2024 | CreativeOne Wealth LLC | 266,807 | $13.40M | 0.9% | -9.1% | 0.079% | |
2/9/2024 | L.M. Kohn & Company | 176,340 | $8.86M | 2.8% | +54.4% | 0.052% | |
2/9/2024 | Trexquant Investment LP | 8,164 | $0.41M | 0.0% | +20.1% | 0.002% | |
2/9/2024 | Milestone Investment Advisors LLC | 207,612 | $10.43M | 3.0% | -30.3% | 0.061% | |
2/9/2024 | Corient Private Wealth LLC | 15,999 | $0.80M | 0.0% | -35.1% | 0.005% | |
2/9/2024 | D.A. Davidson & CO. | 151,519 | $7.61M | 0.1% | -57.7% | 0.045% | |
2/9/2024 | Wells Fargo & Company MN | 4,737,808 | $238.03M | 0.1% | +9.7% | 1.394% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 872,066 | $43.81M | 2.5% | +11.9% | 0.257% | |
2/9/2024 | UBS Group AG | 7,975,939 | $400.71M | 0.1% | -4.7% | 2.347% | |
2/8/2024 | Prestige Wealth Management Group LLC | 92,999 | $4.67M | 1.1% | +6.4% | 0.027% | |
2/8/2024 | Brown Advisory Inc. | 60,871 | $3.06M | 0.0% | -23.7% | 0.018% | |
[BUY ALERT] Our #1 A.I. Stock for March (Ad) It's the one AI stock nobody is talking about.
Cathy Wood just bought 11 million shares of it. Get the name of the stock here - before it takes off >>> |
2/8/2024 | Level Four Advisory Services LLC | 630,083 | $31.66M | 1.8% | -1.2% | 0.185% | |
2/8/2024 | Financial Advocates Investment Management | 65,137 | $3.26M | 0.2% | -4.0% | 0.019% | |
2/8/2024 | WT Wealth Management | 202,189 | $10.16M | 4.0% | -35.5% | 0.060% | |
2/8/2024 | First Heartland Consultants Inc. | 474,615 | $23.85M | 2.9% | +1.8% | 0.140% | |
2/8/2024 | Kingsview Wealth Management LLC | 240,642 | $12.09M | 0.4% | +0.6% | 0.071% | |
2/8/2024 | Fiera Capital Corp | 11,692 | $0.59M | 0.0% | +150.5% | 0.003% | |
2/8/2024 | Kickstand Ventures LLC. | 203,108 | $10.20M | 2.9% | -24.4% | 0.060% | |
2/8/2024 | Apexium Financial LP | 13,212 | $0.66M | 0.0% | +22.1% | 0.004% | |
2/8/2024 | Savvy Advisors Inc. | 10,046 | $0.51M | 0.5% | N/A | 0.003% | |
2/8/2024 | Wealthcare Capital Management LLC | 110,478 | $5.55M | 0.6% | +217.8% | 0.033% | |