4/27/2024 | James Hambro & Partners | 13,850 | $579K | 0.0% | +7.5% | 0.001% | |
4/27/2024 | Dougherty Wealth Advisers LLC | 97,071 | $4.06M | 3.6% | +59.3% | 0.005% | |
4/27/2024 | Tenon Financial LLC | 6,905 | $288K | 0.2% | N/A | 0.000% | |
4/27/2024 | Millburn Ridgefield Corp | 6,743,930 | $281.69M | 7.8% | +12.3% | 0.373% | |
4/27/2024 | Austin Asset Management Co Inc | 12,149 | $507K | 0.1% | -2.0% | 0.001% | |
4/27/2024 | DORVAL Corp | 210,343 | $8.63M | 4.0% | +5.8% | 0.012% | |
|
4/26/2024 | Pinnacle Associates Ltd. | 166,157 | $6.94M | 0.1% | -0.7% | 0.009% | |
4/26/2024 | Aspen Investment Management Inc | 21,552 | $900K | 0.5% | +2.4% | 0.001% | |
4/26/2024 | Plan Group Financial LLC | 25,290 | $1.06M | 0.7% | +17.4% | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 1,977,433 | $82.60M | 4.7% | +9.0% | 0.109% | |
4/26/2024 | UMB Bank n.a. | 319,111 | $13.33M | 0.2% | -20.6% | 0.018% | |
4/26/2024 | RCS Financial Planning LLC | 11,695 | $489K | 0.3% | -16.0% | 0.001% | |
4/26/2024 | MBA Advisors LLC | 11,304 | $472K | 0.2% | -14.7% | 0.001% | |
4/26/2024 | LifeSteps Financial Inc. | 2,679 | $112K | 0.1% | N/A | 0.000% | |
4/26/2024 | Arcataur Capital Management LLC | 234,873 | $9.81M | 3.5% | +1.4% | 0.013% | |
4/26/2024 | Trevian Wealth Management LLC | 70,262 | $2.94M | 2.0% | +3.1% | 0.004% | |
4/26/2024 | Crestone Asset Management LLC | 109,582 | $4.58M | 0.9% | -8.5% | 0.006% | |
4/26/2024 | JNBA Financial Advisors | 325,093 | $13.58M | 1.4% | -13.7% | 0.018% | |
4/26/2024 | YHB Investment Advisors Inc. | 5,710 | $239K | 0.0% | -39.1% | 0.000% | |
4/26/2024 | SlateStone Wealth LLC | 47,110 | $1.97M | 0.2% | +4.3% | 0.003% | |
4/26/2024 | Opus Capital Group LLC | 88,583 | $3.70M | 0.5% | -1.3% | 0.005% | |
4/26/2024 | First National Trust Co | 5,067 | $212K | 0.0% | -32.9% | 0.000% | |
4/26/2024 | Sage Rhino Capital LLC | 153,908 | $6.43M | 1.5% | +3.4% | 0.009% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 17,394 | $727K | 0.0% | -14.3% | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 5,711 | $239K | 0.0% | +15.7% | 0.000% | |
4/26/2024 | Sumitomo Life Insurance Co. | 4,212,007 | $175.94M | 4.3% | +258.0% | 0.233% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 226,148 | $9.45M | 0.2% | N/A | 0.012% | |
4/26/2024 | MONECO Advisors LLC | 16,069 | $671K | 0.1% | -12.7% | 0.001% | |
4/26/2024 | TI Trust Inc. | 48,831 | $2.04M | 1.5% | -0.5% | 0.003% | |
4/26/2024 | KG&L Capital Management LLC | 8,371 | $350K | 0.1% | +3.5% | 0.000% | |
4/26/2024 | Petredis Investment Advisors LLC | 27,594 | $1.15M | 0.1% | +1.8% | 0.002% | |
4/26/2024 | Emerald Advisors LLC | 13,268 | $554K | 0.1% | +5.0% | 0.001% | |
4/26/2024 | Financial Insights Inc. | 40,480 | $1.69M | 0.5% | -13.4% | 0.002% | |
4/26/2024 | Checchi Capital Advisers LLC | 386,070 | $16.13M | 1.3% | +4.9% | 0.021% | |
4/26/2024 | Latitude Advisors LLC | 5,875 | $245K | 0.2% | +17.2% | 0.000% | |
4/26/2024 | Oakwell Private Wealth Management LLC | 121,932 | $5.09M | 1.5% | -0.8% | 0.007% | |
4/26/2024 | Bogart Wealth LLC | 2,798 | $117K | 0.0% | +134.9% | 0.000% | |
4/25/2024 | Allworth Financial LP | 644,706 | $26.93M | 0.2% | -4.6% | 0.036% | |
4/25/2024 | Bear Mountain Capital Inc. | 296,119 | $12.11M | 5.2% | +0.3% | 0.016% | |
4/25/2024 | Bishop & Co Investment Management LLC | 231,156 | $9.66M | 4.0% | +8.0% | 0.013% | |
They say it’s ‘unstoppable’ – How I made 43,509% (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
And during our time together I pulled the covers of my investing system that’s delivered 779 winners and 43,509% total profits since November of 2015…
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4/25/2024 | Lindbrook Capital LLC | 27,896 | $1.17M | 0.1% | -1.5% | 0.002% | |
4/25/2024 | One Day In July LLC | 111,621 | $4.66M | 0.6% | -8.0% | 0.006% | |
4/25/2024 | Lodestar Private Asset Management LLC | 156,864 | $6.55M | 0.9% | +4.9% | 0.009% | |
4/25/2024 | Human Investing LLC | 296,447 | $12.38M | 2.5% | +3.1% | 0.016% | |
4/25/2024 | Center for Financial Planning Inc. | 528,692 | $22.08M | 3.3% | +1.9% | 0.029% | |
4/25/2024 | Bank of New York Mellon Corp | 10,985,932 | $458.88M | 0.1% | -24.8% | 0.607% | |
4/25/2024 | Gainplan LLC | 55,142 | $2.30M | 1.1% | +4.1% | 0.003% | |
4/25/2024 | Bridges Investment Management Inc. | 2,083,399 | $87.02M | 2.7% | -0.6% | 0.115% | |
4/25/2024 | Osborne Partners Capital Management LLC | 1,116,229 | $46.63M | 2.9% | +8.8% | 0.062% | |
4/25/2024 | Regis Management CO LLC | 613,833 | $25.64M | 7.8% | +0.2% | 0.034% | |
4/25/2024 | Capital Investment Advisory Services LLC | 8,906 | $372K | 0.0% | -27.9% | 0.000% | |
4/25/2024 | Seven Post Investment Office LP | 96,800 | $4.04M | 1.0% | +0.8% | 0.005% | |
4/25/2024 | L.M. Kohn & Company | 8,054 | $336K | 0.1% | +3.3% | 0.000% | |
4/25/2024 | GFS Advisors LLC | 434,539 | $18.15M | 3.0% | +3.6% | 0.024% | |
4/25/2024 | Aaron Wealth Advisors LLC | 14,504 | $606K | 0.1% | -10.6% | 0.001% | |
4/25/2024 | Valeo Financial Advisors LLC | 836,621 | $34.90M | 1.1% | -7.1% | 0.046% | |
4/25/2024 | Tilson Financial Group Inc. | 18,913 | $790K | 0.4% | -6.1% | 0.001% | |
4/25/2024 | WestHill Financial Advisors Inc. | 263,880 | $11.02M | 2.7% | +7.2% | 0.015% | |
4/25/2024 | Telos Capital Management Inc. | 24,561 | $1.03M | 0.1% | -8.5% | 0.001% | |
4/25/2024 | IFG Advisors LLC | 70,706 | $2.95M | 0.8% | +4.2% | 0.004% | |
4/25/2024 | IAG Wealth Partners LLC | 2,086 | $87K | 0.0% | +14.7% | 0.000% | |
4/25/2024 | Summit Financial LLC | 162,828 | $6.80M | 0.4% | -10.4% | 0.009% | |
4/25/2024 | Gordian Advisors LLC | 64,940 | $2.71M | 2.5% | +31.6% | 0.004% | |
4/24/2024 | Private Trust Co. NA | 61,089 | $2.55M | 0.3% | +7.0% | 0.003% | |
4/24/2024 | Leavell Investment Management Inc. | 169,031 | $7.06M | 0.4% | -4.9% | 0.009% | |
4/24/2024 | Krilogy Financial LLC | 34,556 | $1.44M | 0.1% | +4.9% | 0.002% | |
4/24/2024 | Patton Albertson Miller Group LLC | 6,677 | $279K | 0.0% | -7.7% | 0.000% | |
4/24/2024 | Zhang Financial LLC | 208,271 | $8.70M | 0.6% | -11.8% | 0.012% | |
4/24/2024 | CENTRAL TRUST Co | 70,055 | $2.93M | 0.1% | -7.2% | 0.004% | |
4/24/2024 | 4Thought Financial Group Inc. | 153,705 | $6.42M | 4.2% | +5.0% | 0.008% | |
4/24/2024 | 1900 Wealth Management LLC | 105,607 | $4.41M | 0.4% | -32.8% | 0.006% | |
4/24/2024 | Oak Family Advisors LLC | 22,168 | $926K | 0.4% | +5.1% | 0.001% | |
4/24/2024 | Activest Wealth Management | 17,135 | $716K | 0.3% | -10.4% | 0.001% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 1,767 | $74K | 0.0% | +47.1% | 0.000% | |
4/24/2024 | Tenret Co LLC | 152,761 | $6.38M | 4.5% | +15.1% | 0.008% | |
4/24/2024 | Strid Group LLC | 730,433 | $30.51M | 5.5% | +17.0% | 0.040% | |
4/24/2024 | Sightline Wealth Advisors LLC | 14,461 | $604K | 0.4% | +22.4% | 0.001% | |
4/24/2024 | Marino Stram & Associates LLC | 8,633 | $361K | 0.1% | -10.0% | 0.000% | |
4/24/2024 | Dakota Wealth Management | 34,052 | $1.42M | 0.0% | -2.1% | 0.002% | |
4/24/2024 | SOL Capital Management CO | 76,446 | $3.19M | 0.4% | -5.0% | 0.004% | |
4/24/2024 | Landmark Wealth Management LLC | 96,004 | $4.01M | 1.9% | +5.4% | 0.005% | |
4/24/2024 | Waypoint Wealth Partners Inc. | 16,589 | $693K | 0.2% | -4.9% | 0.001% | |
4/24/2024 | Smith Anglin Financial LLC | 11,552 | $483K | 0.0% | -31.4% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 38,851 | $1.62M | 0.0% | +398.9% | 0.002% | |
4/24/2024 | Archford Capital Strategies LLC | 88,937 | $3.72M | 0.6% | -60.5% | 0.005% | |
4/24/2024 | NBT Bank N A NY | 37,265 | $1.56M | 0.1% | -6.0% | 0.002% | |
4/24/2024 | Wells Trecaso Financial Group LLC | 52,235 | $2.18M | 0.8% | +66.1% | 0.003% | |
4/24/2024 | Ackerman Capital Advisors LLC | 8,840 | $369K | 0.1% | +8.0% | 0.000% | |
4/24/2024 | Spire Wealth Management | 151,088 | $6.31M | 0.3% | -3.1% | 0.008% | |
4/24/2024 | First Pacific Financial | 8,014 | $335K | 0.1% | -42.8% | 0.000% | |
They say it’s ‘unstoppable’ – How I made 43,509% (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
And during our time together I pulled the covers of my investing system that’s delivered 779 winners and 43,509% total profits since November of 2015…
Without a single loss. Click here now for the full story. |
4/24/2024 | Gemmer Asset Management LLC | 53,767 | $2.25M | 0.3% | +24.3% | 0.003% | |
4/24/2024 | Essex Financial Services Inc. | 16,507 | $690K | 0.1% | -12.8% | 0.001% | |
4/24/2024 | Capasso Planning Partners LLC | 42,951 | $1.79M | 0.7% | +1.1% | 0.002% | |
4/24/2024 | Bar Harbor Wealth Management | 149,132 | $6.23M | 0.4% | +3.8% | 0.008% | |
4/23/2024 | Meredith Wealth Planning | 14,341 | $599K | 0.3% | -8.9% | 0.001% | |
4/23/2024 | Dupont Capital Management Corp | 845,626 | $35.32M | 2.9% | -5.6% | 0.047% | |
4/23/2024 | Charter Oak Capital Management LLC | 37,059 | $1.55M | 0.2% | -7.2% | 0.002% | |
4/23/2024 | James J. Burns & Company LLC | 35,456 | $1.49M | 0.5% | -38.2% | 0.002% | |
4/23/2024 | BSW Wealth Partners | 54,910 | $2.29M | 0.4% | -15.9% | 0.003% | |
4/23/2024 | Addis & Hill Inc | 60,891 | $2.57M | 2.2% | +1.2% | 0.003% | |