8/15/2025 | Ameriprise Financial Inc. | 72,823 | $2.91M | 0.0% | -1.3% | 0.743% | |
8/14/2025 | Cary Street Partners Financial LLC | 112,015 | $4.47M | 0.1% | +16.8% | 1.143% | |
8/12/2025 | JPMorgan Chase & Co. | 902 | $36K | 0.0% | -25.1% | 0.009% | |
8/11/2025 | Mount Lucas Management LP | 19,501 | $778K | 0.3% | +82.4% | 0.199% | |
8/8/2025 | Family Firm Inc. | 146,472 | $5.84M | 1.4% | +4.7% | 1.495% | |
7/24/2025 | Trust Co. of Toledo NA OH | 2,083 | $83K | 0.0% | N/A | 0.021% | |
7/7/2025 | LBJ Family Wealth Advisors Ltd. | 242,044 | $9.65M | 5.6% | +1.4% | 2.495% | |
6/6/2025 | eCIO Inc. | 1,455 | $55K | 0.0% | N/A | 0.016% | |
5/9/2025 | Cary Street Partners Financial LLC | 95,865 | $3.60M | 0.1% | N/A | 1.108% | |
5/6/2025 | Mount Lucas Management LP | 10,693 | $401K | 0.1% | N/A | 0.124% | |
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5/1/2025 | Family Firm Inc. | 139,835 | $5.24M | 1.2% | -58.3% | 1.617% | |
4/1/2025 | LBJ Family Wealth Advisors Ltd. | 238,800 | $8.96M | 5.7% | -0.4% | 2.809% | |
2/17/2025 | Ameriprise Financial Inc. | 8,978 | $325K | 0.0% | -69.2% | 0.090% | |
2/12/2025 | JPMorgan Chase & Co. | 1,305 | $47K | 0.0% | +681.4% | 0.013% | |
2/10/2025 | Family Firm Inc. | 335,717 | $12.15M | 2.1% | +1.4% | 3.357% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 1,178 | $47K | 0.0% | -99.3% | 0.012% | |
11/6/2024 | Mount Lucas Management LP | 18,698 | $753K | 0.3% | N/A | 0.187% | |
7/24/2024 | Family Firm Inc. | 317,407 | $12.22M | 1.4% | +179.1% | 3.174% | |
7/16/2024 | Aspect Partners LLC | 24,681 | $950K | 0.6% | +11.3% | 0.247% | |
5/17/2024 | Aspect Partners LLC | 22,171 | $886K | 0.7% | -4.8% | 0.222% | |
5/13/2024 | Windham Capital Management LLC | 61,141 | $2.44M | 1.9% | -1.8% | 0.611% | |
5/2/2024 | Family Firm Inc. | 113,718 | $4.55M | 1.1% | +1.4% | 1.137% | |
4/2/2024 | LBJ Family Wealth Advisors Ltd. | 234,722 | $9.38M | 6.0% | +4.0% | 2.077% | |
2/23/2024 | Arkansas Financial Group Inc. | 4,865 | $204K | 0.0% | N/A | 0.043% | |
2/16/2024 | Aspect Partners LLC | 23,283 | $976K | 0.6% | N/A | 0.206% | |
2/7/2024 | Mount Lucas Management LP | 12,900 | $541K | 0.2% | N/A | 0.114% | |
2/1/2024 | NewSquare Capital LLC | 1,694 | $71K | 0.0% | -32.5% | 0.015% | |
1/3/2024 | LBJ Family Wealth Advisors Ltd. | 225,617 | $9.46M | 6.5% | -2.0% | 1.997% | |
11/3/2023 | NewSquare Capital LLC | 2,509 | $98K | 0.0% | -98.5% | 0.022% | |
10/20/2023 | Family Firm Inc. | 118,015 | $4.59M | 1.3% | +1.6% | 1.044% | |
8/14/2023 | Mount Lucas Management LP | 11,358 | $474K | 0.2% | N/A | 0.101% | |
8/9/2023 | Flow Traders U.S. LLC | 34,280 | $1.43M | 0.1% | N/A | 0.303% | |
8/3/2023 | NewSquare Capital LLC | 170,980 | $7.14M | 0.7% | +1.9% | 1.513% | |
7/3/2023 | LBJ Family Wealth Advisors Ltd. | 227,314 | $9.49M | 6.6% | +1.7% | 1.863% | |
5/1/2023 | NewSquare Capital LLC | 167,785 | $7.25M | 0.9% | -0.8% | 1.375% | |
5/1/2023 | Family Firm Inc. | 109,004 | $4.71M | 1.3% | +1.8% | 0.893% | |
4/11/2023 | LBJ Family Wealth Advisors Ltd. | 223,508 | $9.66M | 6.8% | +0.9% | 1.832% | |
2/13/2023 | RPg Family Wealth Advisory LLC | 25,185 | $1.04M | 0.7% | -12.1% | 0.206% | |
2/10/2023 | First Horizon Advisors Inc. | 1,535 | $63K | 0.0% | -50.6% | 0.013% | |
2/9/2023 | Sowell Financial Services LLC | 20,933 | $862K | 0.1% | -13.5% | 0.172% | |
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2/7/2023 | Family Firm Inc. | 107,081 | $4.41M | 1.3% | +11.9% | 0.878% | |
2/7/2023 | NewSquare Capital LLC | 169,210 | $6.97M | 0.9% | N/A | 1.387% | |
2/6/2023 | Arkansas Financial Group Inc. | 4,997 | $206K | 0.0% | -18.2% | 0.041% | |
2/2/2023 | Disciplined Investments LLC | 2,571 | $106K | 0.1% | -67.2% | 0.021% | |
1/9/2023 | Addison Capital Co | 7,875 | $324K | 0.2% | -7.6% | 0.063% | |
1/4/2023 | LBJ Family Wealth Advisors Ltd. | 221,489 | $9.13M | 6.8% | +3.6% | 1.943% | |
11/15/2022 | Sowell Financial Services LLC | 24,204 | $969K | 0.1% | N/A | 0.212% | |
11/15/2022 | Family Firm Inc. | 95,700 | $3.83M | 1.2% | +5.7% | 0.839% | |
11/15/2022 | Ellis Investment Partners LLC | 2,384 | $95K | 0.0% | -20.0% | 0.021% | |
11/10/2022 | RPg Family Wealth Advisory LLC | 28,655 | $1.25M | 0.7% | +1.0% | 0.251% | |
11/9/2022 | First Horizon Advisors Inc. | 3,110 | $124K | 0.0% | +11.5% | 0.027% | |
11/9/2022 | Jackson Creek Investment Advisors LLC | 12,850 | $514K | 0.2% | +9.9% | 0.113% | |
11/8/2022 | Advisors Asset Management Inc. | 9,220 | $369K | 0.0% | -3.6% | 0.081% | |
10/31/2022 | Calton & Associates Inc. | 15,518 | $621K | 0.4% | +17.2% | 0.136% | |
10/19/2022 | Empirical Asset Management LLC | 16,704 | $668K | 0.7% | -3.8% | 0.147% | |
10/11/2022 | Arkansas Financial Group Inc. | 6,110 | $245K | 0.1% | +20.3% | 0.055% | |
10/3/2022 | LBJ Family Wealth Advisors Ltd. | 213,808 | $8.56M | 6.9% | +4.2% | 1.909% | |
8/13/2022 | Flow Traders U.S. LLC | 42,776 | $1.94M | 0.1% | -33.1% | 0.382% | |
8/12/2022 | RPg Family Wealth Advisory LLC | 28,373 | $1.28M | 0.8% | +3.4% | 0.253% | |
8/12/2022 | Almanack Investment Partners LLC. | 21,906 | $991K | 0.1% | +15.2% | 0.196% | |
8/4/2022 | Jackson Creek Investment Advisors LLC | 11,691 | $534K | 0.2% | +7.3% | 0.104% | |
8/2/2022 | First Horizon Advisors Inc. | 2,790 | $126K | 0.0% | N/A | 0.025% | |
7/21/2022 | Savior LLC | 590 | $27K | 0.0% | N/A | 0.005% | |
7/15/2022 | Arkansas Financial Group Inc. | 5,080 | $230K | 0.1% | N/A | 0.045% | |
7/12/2022 | Calton & Associates Inc. | 13,238 | $598K | 0.3% | -2.3% | 0.118% | |
7/11/2022 | Addison Capital Co | 8,525 | $386K | 0.2% | -2.8% | 0.076% | |
7/6/2022 | LBJ Family Wealth Advisors Ltd. | 205,162 | $9.28M | 7.0% | +1.7% | 1.832% | |
5/10/2022 | NewSquare Capital LLC | 1,016 | $55K | 0.0% | -74.8% | 0.009% | |
5/9/2022 | RPg Family Wealth Advisory LLC | 27,430 | $1.48M | 0.6% | +29.7% | 0.247% | |
5/6/2022 | Empirical Asset Management LLC | 17,422 | $940K | 0.9% | +22.9% | 0.157% | |
5/3/2022 | Jackson Creek Investment Advisors LLC | 10,893 | $588K | 0.2% | N/A | 0.098% | |
4/26/2022 | Calton & Associates Inc. | 13,548 | $731K | 0.2% | -2.5% | 0.125% | |
4/21/2022 | First Quadrant LLC CA | 22,516 | $1.22M | 6.7% | -9.7% | 0.208% | |
4/13/2022 | LBJ Family Wealth Advisors Ltd. | 201,804 | $10.52M | 6.7% | +5.7% | 2.218% | |
4/12/2022 | Calton & Associates Inc. | 13,548 | $731K | 0.2% | -2.5% | 0.149% | |
2/14/2022 | RPg Family Wealth Advisory LLC | 21,156 | $1.14M | 0.4% | +238.3% | 0.264% | |
2/10/2022 | Coastline Trust Co | 4,100 | $221K | 0.0% | +5.1% | 0.049% | |
2/9/2022 | First Horizon Advisors Inc. | 6,581 | $354K | 0.0% | +19,255.9% | 0.078% | |
2/9/2022 | Sowell Financial Services LLC | 19,544 | $1.05M | 0.1% | -12.5% | 0.233% | |
2/9/2022 | Advanced Research Investment Solutions LLC | 10,000 | $538K | 0.2% | N/A | 0.119% | |
2/9/2022 | Baird Financial Group Inc. | 9,234 | $497K | 0.0% | +9.3% | 0.110% | |
1/27/2022 | Janney Montgomery Scott LLC | 5,833 | $314K | 0.0% | +6.9% | 0.069% | |
1/26/2022 | NewSquare Capital LLC | 4,031 | $217K | 0.0% | -98.2% | 0.048% | |
1/18/2022 | Addison Capital Co | 8,881 | $478K | 0.2% | -4.2% | 0.106% | |
1/13/2022 | Calton & Associates Inc. | 13,895 | $747K | 0.2% | +6.1% | 0.165% | |
1/12/2022 | LBJ Family Wealth Advisors Ltd. | 190,843 | $10.27M | 6.0% | +3.5% | 2.272% | |
11/15/2021 | Flow Traders U.S. LLC | 34,923 | $1.90M | 0.1% | +824.4% | 0.437% | |
11/12/2021 | Assetmark Inc. | 4,207 | $229K | 0.0% | +7.5% | 0.053% | |
11/9/2021 | Coastline Trust Co | 3,900 | $212K | 0.0% | +4.8% | 0.049% | |
11/8/2021 | NewSquare Capital LLC | 225,879 | $12.29M | 1.4% | +1.8% | 2.823% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
11/8/2021 | Summit Global Investments | 6,892 | $375K | 0.0% | N/A | 0.086% | |
11/5/2021 | Calton & Associates Inc. | 13,093 | $712K | 0.2% | -2.1% | 0.164% | |
11/4/2021 | Almanack Investment Partners LLC. | 10,087 | $549K | 0.0% | +25.4% | 0.126% | |
11/4/2021 | Sowell Financial Services LLC | 22,346 | $1.22M | 0.1% | +16.8% | 0.279% | |
10/29/2021 | Janney Montgomery Scott LLC | 5,458 | $297K | 0.0% | -22.4% | 0.068% | |
10/26/2021 | First Quadrant L P CA | 24,923 | $1.36M | 0.2% | +44.6% | 0.312% | |
10/8/2021 | Bennicas & Associates Inc. | 16,400 | $892K | 0.5% | -5.7% | 0.205% | |
10/6/2021 | IFP Advisors Inc | 708 | $39K | 0.0% | N/A | 0.009% | |
8/24/2021 | Flow Traders U.S. LLC | 3,778 | $213K | 0.0% | N/A | 0.048% | |
8/16/2021 | Mount Lucas Management LP | 19,855 | $1.12M | 0.3% | +3.7% | 0.255% | |