7/27/2024 | Evolution Advisers Inc. | 2,808 | $316K | 0.2% | +31.2% | 0.001% | |
7/27/2024 | Bernzott Capital Advisors | 29,620 | $3.34M | 1.5% | -7.9% | 0.009% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 2,010 | $226K | 0.0% | N/A | 0.001% | |
7/26/2024 | McClarren Financial Advisors Inc. | 337 | $38K | 0.0% | -28.0% | 0.000% | |
7/26/2024 | Checchi Capital Advisers LLC | 5,615 | $632K | 0.0% | -3.3% | 0.002% | |
7/26/2024 | NavPoint Financial Inc. | 39,174 | $4.41M | 3.8% | +0.5% | 0.012% | |
|
7/26/2024 | Cambridge Investment Research Advisors Inc. | 98,022 | $11.04M | 0.0% | -5.2% | 0.030% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 3,333 | $375K | 0.0% | N/A | 0.001% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 45,132 | $5.08M | 0.0% | N/A | 0.014% | |
7/26/2024 | Sierra Capital LLC | 7,241 | $816K | 0.1% | +34.0% | 0.002% | |
7/26/2024 | Bailard Inc. | 3,927 | $442K | 0.0% | -2.2% | 0.001% | |
7/26/2024 | Verdence Capital Advisors LLC | 6,328 | $713K | 0.1% | -1.4% | 0.002% | |
7/26/2024 | Ackerman Capital Advisors LLC | 10,959 | $1.23M | 0.3% | -3.4% | 0.003% | |
7/26/2024 | Bank of New York Mellon Corp | 745,175 | $83.93M | 0.0% | +246.9% | 0.229% | |
7/26/2024 | Salomon & Ludwin LLC | 30,231 | $3.41M | 0.4% | -6.7% | 0.009% | |
7/25/2024 | Roger Wittlin Investment Advisory LLC | 2,727 | $307K | 0.2% | N/A | 0.001% | |
7/25/2024 | Raymond James Trust N.A. | 13,359 | $1.51M | 0.0% | +3.1% | 0.004% | |
7/25/2024 | AMG National Trust Bank | 2,880 | $324K | 0.0% | N/A | 0.001% | |
7/25/2024 | SNS Financial Group LLC | 50,025 | $5.63M | 0.6% | -0.2% | 0.015% | |
7/25/2024 | Yeomans Consulting Group Inc. | 25,845 | $2.91M | 1.1% | -56.5% | 0.008% | |
7/25/2024 | Tanager Wealth Management LLP | 22,133 | $2.49M | 0.4% | +2.4% | 0.007% | |
7/25/2024 | Planning Alternatives Ltd. ADV | 27,026 | $3.04M | 0.5% | +0.5% | 0.008% | |
7/25/2024 | Pictet North America Advisors SA | 106,204 | $11.96M | 1.3% | -31.2% | 0.033% | |
7/24/2024 | EWA LLC | 17,653 | $2.03M | 0.8% | +0.5% | 0.005% | |
7/24/2024 | Family Firm Inc. | 5,882 | $663K | 0.1% | +33.9% | 0.002% | |
7/24/2024 | Charter Oak Capital Management LLC | 2,012 | $227K | 0.0% | -11.2% | 0.001% | |
7/24/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 39,842 | $4.49M | 1.1% | -0.7% | 0.012% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,433 | $950K | 0.2% | +80.0% | 0.003% | |
7/24/2024 | &PARTNERS | 2,999 | $338K | 0.0% | N/A | 0.001% | |
7/23/2024 | Oak Family Advisors LLC | 2,907 | $327K | 0.1% | +53.6% | 0.001% | |
7/23/2024 | TFC Financial Management Inc. | 524 | $59K | 0.0% | -66.0% | 0.000% | |
7/23/2024 | Windward Private Wealth Management Inc. | 9,762 | $1.10M | 0.4% | -2.3% | 0.003% | |
7/23/2024 | Bank Hapoalim BM | 25,709 | $2.90M | 0.4% | -3.0% | 0.008% | |
7/22/2024 | Atria Wealth Solutions Inc. | 42,197 | $4.75M | 0.1% | +5.7% | 0.013% | |
7/22/2024 | Flagship Private Wealth LLC | 3,902 | $439K | 0.3% | +10.8% | 0.001% | |
7/22/2024 | Fifth Third Bancorp | 110,891 | $12.49M | 0.0% | -2.8% | 0.034% | |
7/22/2024 | Investment Planning Advisors Inc. | 9,809 | $1.11M | 0.6% | N/A | 0.003% | |
7/22/2024 | Focus Financial Network Inc. | 21,778 | $2.52M | 0.1% | +21.5% | 0.007% | |
7/22/2024 | Hobbs Group Advisors LLC | 1,190 | $134K | 0.1% | N/A | 0.000% | |
7/22/2024 | LongView Wealth Management | 3,337 | $376K | 0.1% | N/A | 0.001% | |
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7/22/2024 | BigSur Wealth Management LLC | 1,597 | $180K | 0.1% | -22.4% | 0.000% | |
7/22/2024 | SeaCrest Wealth Management LLC | 3,325 | $374K | 0.0% | +30.2% | 0.001% | |
7/22/2024 | Dakota Wealth Management | 6,293 | $709K | 0.0% | -32.4% | 0.002% | |
7/20/2024 | First Citizens Bank & Trust Co. | 16,715 | $1.88M | 0.0% | -3.4% | 0.005% | |
7/20/2024 | Accredited Investors Inc. | 177,370 | $19.98M | 1.2% | -0.3% | 0.055% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 140,044 | $15.77M | 0.0% | -24.4% | 0.043% | |
7/20/2024 | Brand Asset Management Group Inc. | 10,838 | $1.22M | 0.5% | +1.1% | 0.003% | |
7/20/2024 | Apollon Wealth Management LLC | 44,668 | $5.03M | 0.2% | +0.8% | 0.014% | |
7/20/2024 | Means Investment CO. Inc. | 15,323 | $1.73M | 0.2% | -10.8% | 0.005% | |
7/20/2024 | Zhang Financial LLC | 528,621 | $59.54M | 4.2% | +3.9% | 0.162% | |
7/19/2024 | Ironwood Financial llc | 21,838 | $2.46M | 0.6% | +1.1% | 0.007% | |
7/19/2024 | Chesley Taft & Associates LLC | 3,885 | $438K | 0.0% | +13.6% | 0.001% | |
7/19/2024 | Sarasin & Partners LLP | 164,379 | $18.51M | 0.2% | +8.2% | 0.051% | |
7/19/2024 | Raymond James & Associates | 350,440 | $39.47M | 0.0% | +16.1% | 0.108% | |
7/19/2024 | Hoylecohen LLC | 62,590 | $7.05M | 0.5% | -0.4% | 0.019% | |
7/19/2024 | Well Done LLC | 5,124 | $577K | 0.1% | +14.3% | 0.002% | |
7/18/2024 | Lakewood Asset Management LLC | 38,587 | $4.35M | 3.0% | +3.7% | 0.012% | |
7/18/2024 | TruNorth Capital Management LLC | 1,462 | $165K | 0.1% | +25.8% | 0.000% | |
7/18/2024 | Investments & Financial Planning LLC | 63,964 | $7.20M | 4.8% | -0.7% | 0.020% | |
7/18/2024 | Pure Financial Advisors LLC | 2,529 | $285K | 0.0% | N/A | 0.001% | |
7/18/2024 | Royal Fund Management LLC | 19,008 | $2.16M | 0.2% | -9.3% | 0.006% | |
7/18/2024 | GoalFusion Wealth Management LLC | 178,630 | $20.12M | 12.5% | -0.2% | 0.055% | |
7/18/2024 | Silver Lake Advisory LLC | 4,923 | $554K | 0.1% | N/A | 0.002% | |
7/18/2024 | Fiduciary Financial Group LLC | 4,891 | $573K | 0.1% | N/A | 0.002% | |
7/17/2024 | Rockingstone Advisors LLC | 9,751 | $1.10M | 0.6% | +4.8% | 0.003% | |
7/17/2024 | Ruedi Wealth Management Inc. | 1,095 | $123K | 0.0% | -93.0% | 0.000% | |
7/17/2024 | Astoria Strategic Wealth Inc. | 15,829 | $1.78M | 0.6% | +0.7% | 0.005% | |
7/17/2024 | Newton One Investments LLC | 80,568 | $9.07M | 3.9% | -0.5% | 0.025% | |
7/17/2024 | Manchester Financial Inc. | 31,554 | $3.55M | 0.9% | -1.2% | 0.010% | |
7/17/2024 | Sharkey Howes & Javer | 29,211 | $3.29M | 0.5% | -1.4% | 0.009% | |
7/17/2024 | Leavell Investment Management Inc. | 77,006 | $8.67M | 0.5% | +1.3% | 0.024% | |
7/17/2024 | SteelPeak Wealth LLC | 25,132 | $2.83M | 0.1% | +850.5% | 0.008% | |
7/17/2024 | AdvisorNet Financial Inc | 4,255 | $479K | 0.0% | -10.0% | 0.001% | |
7/17/2024 | Moseley Investment Management Inc. | 6,290 | $708K | 0.3% | +3.7% | 0.002% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 24,579 | $2.77M | 0.0% | +14.5% | 0.008% | |
7/16/2024 | Jackson Grant Investment Advisers Inc. | 541 | $61K | 0.0% | N/A | 0.000% | |
7/16/2024 | Great Valley Advisor Group Inc. | 68,379 | $7.70M | 0.2% | -0.9% | 0.021% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 35,188 | $3.96M | 0.0% | +12.1% | 0.011% | |
7/16/2024 | WJ Interests LLC | 297,486 | $33.51M | 16.7% | +6.3% | 0.091% | |
7/16/2024 | Diversified Trust Co | 35,332 | $3.98M | 0.1% | +73.6% | 0.011% | |
7/16/2024 | Ameliora Wealth Management Ltd. | 800 | $90K | 0.0% | -98.9% | 0.000% | |
7/16/2024 | Mason & Associates LLC | 3,441 | $388K | 0.1% | N/A | 0.001% | |
7/16/2024 | Wedmont Private Capital | 23,349 | $2.72M | 0.2% | +48.4% | 0.007% | |
7/16/2024 | Flower City Capital | 3,401 | $383K | 0.2% | +3.9% | 0.001% | |
7/16/2024 | Intergy Private Wealth LLC | 49,189 | $5.54M | 2.3% | -0.3% | 0.015% | |
7/16/2024 | Cooper Financial Group | 5,746 | $647K | 0.1% | +45.1% | 0.002% | |
7/16/2024 | Sequoia Financial Advisors LLC | 59,164 | $6.66M | 0.1% | -8.9% | 0.018% | |
7/16/2024 | Walter & Keenan Wealth Management LLC IN ADV | 68,931 | $7.76M | 2.5% | -2.5% | 0.021% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 4,065 | $458K | 0.0% | -12.9% | 0.001% | |
7/15/2024 | Fifth Third Securities Inc. | 54,458 | $6.13M | 0.6% | -2.3% | 0.017% | |
Heard about the 72-Hour Profit Surge? Read this… (Ad) One of the most overlooked opportunities in the stock market is the 72-Hour Profit Surge...
A short period of time where we can bet on a stock that is ALREADY “winning.”
Let me give you a perfect example of how the Surge worked with Ross Stores.
Back on November 16th, a little move was made that sent their stock soaring…
The next day, my system would have alerted me that Ross Stores had entered the 72-Hour Profit Surge…![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8554&Placement=NativeDisplay&Source=NativeDisplay) Click here now to get all the details. |
7/15/2024 | Patriot Investment Management Group Inc. | 11,125 | $1.25M | 0.1% | -0.8% | 0.003% | |
7/15/2024 | ETF Portfolio Partners Inc. | 3,484 | $392K | 0.1% | -6.2% | 0.001% | |
7/15/2024 | Orcam Financial Group | 85,393 | $9.62M | 10.3% | +0.2% | 0.026% | |
7/15/2024 | RFG Advisory LLC | 5,751 | $648K | 0.0% | -78.5% | 0.002% | |
7/15/2024 | University of Chicago | 335,471 | $37.78M | 29.1% | +451.6% | 0.103% | |
7/15/2024 | SWP Financial LLC | 7,579 | $854K | 0.6% | -3.8% | 0.002% | |
7/15/2024 | Melfa Wealth Management Inc. | 2,852 | $321K | 0.2% | +4.8% | 0.001% | |
7/13/2024 | Compass Ion Advisors LLC | 60,249 | $6.66M | 1.0% | +2.3% | 0.019% | |
7/13/2024 | Unison Advisors LLC | 8,028 | $904K | 0.1% | +210.2% | 0.002% | |
7/13/2024 | Evanson Asset Management LLC | 134,291 | $15.13M | 1.2% | +0.3% | 0.041% | |