2/7/2024 | Endowment Wealth Management Inc. | 11,011 | $353K | 0.3% | -37.7% | 0.595% | |
2/7/2024 | Principal Securities Inc. | 1,226 | $39K | 0.0% | N/A | 0.066% | |
2/2/2024 | Valmark Advisers Inc. | 195,212 | $6.26M | 0.1% | -0.4% | 10.552% | |
1/24/2024 | International Assets Investment Management LLC | 4,104 | $128K | 0.0% | N/A | 0.222% | |
1/23/2024 | FAS Wealth Partners Inc. | 15,754 | $505K | 0.0% | +2.4% | 0.852% | |
1/12/2024 | Willis Johnson & Associates Inc. | 10,238 | $328K | 0.0% | N/A | 0.553% | |
|
11/13/2023 | Kestra Advisory Services LLC | 7,828 | $236K | 0.0% | -8.0% | 0.423% | |
11/8/2023 | Valmark Advisers Inc. | 195,944 | $5.91M | 0.1% | -1.4% | 10.592% | |
10/31/2023 | Endowment Wealth Management Inc. | 17,687 | $533K | 0.5% | -2.0% | 0.956% | |
10/27/2023 | Oarsman Capital Inc. | 8,010 | $241K | 0.1% | +5.3% | 0.433% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 7,800 | $235K | 0.0% | -9.8% | 0.422% | |
8/14/2023 | Eqis Capital Management Inc. | 6,861 | $202K | 0.0% | -5.5% | 0.371% | |
8/10/2023 | Oarsman Capital Inc. | 7,610 | $224K | 0.1% | +7.0% | 0.411% | |
8/3/2023 | Valmark Advisers Inc. | 198,674 | $5.86M | 0.1% | -1.8% | 9.934% | |
7/31/2023 | LPL Financial LLC | 18,521 | $546K | 0.0% | +7.5% | 0.926% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,648 | $255K | 0.0% | N/A | 0.432% | |
5/10/2023 | Endowment Wealth Management Inc. | 18,417 | $547K | 0.5% | +5.3% | 0.921% | |
5/2/2023 | Valmark Advisers Inc. | 202,369 | $6.04M | 0.1% | +2.6% | 10.118% | |
2/9/2023 | Oarsman Capital Inc. | 7,300 | $221K | 0.1% | -6.1% | 0.365% | |
2/7/2023 | LPL Financial LLC | 17,895 | $541K | 0.0% | -9.4% | 0.895% | |
2/7/2023 | Valmark Advisers Inc. | 197,327 | $5.97M | 0.1% | +2.0% | 9.866% | |
2/1/2023 | FAS Wealth Partners | 15,381 | $465K | 0.1% | +2.6% | 0.769% | |
11/4/2022 | Simplex Trading LLC | 1,633 | $44K | 0.0% | +1,533.0% | 0.080% | |
11/3/2022 | Valmark Advisers Inc. | 193,448 | $5.33M | 0.1% | +2.3% | 9.436% | |
11/1/2022 | Kestra Advisory Services LLC | 9,096 | $251K | 0.0% | -6.3% | 0.444% | |
10/24/2022 | Great Diamond Partners LLC | 7,779 | $214K | 0.1% | +6.1% | 0.379% | |
8/8/2022 | Eqis Capital Management Inc. | 9,928 | $308K | 0.0% | -6.3% | 0.432% | |
8/1/2022 | Valmark Advisers Inc. | 189,172 | $5.86M | 0.1% | -1.5% | 8.225% | |
7/26/2022 | Great Diamond Partners LLC | 7,329 | $227K | 0.1% | N/A | 0.319% | |
7/20/2022 | Wealthfront Advisers LLC | 8,388 | $260K | 0.0% | N/A | 0.365% | |
7/19/2022 | Commonwealth Equity Services LLC | 7,347 | $227K | 0.0% | +6.8% | 0.319% | |
5/12/2022 | Oppenheimer Asset Management Inc. | 115,772 | $4.09M | 0.1% | -0.9% | 4.725% | |
5/10/2022 | Valmark Advisers Inc. | 192,019 | $6.78M | 0.1% | +3.1% | 7.838% | |
5/4/2022 | Endowment Wealth Management Inc. | 15,312 | $541K | 0.6% | +39.4% | 0.638% | |
5/4/2022 | Commonwealth Equity Services LLC | 6,880 | $243K | 0.0% | -16.1% | 0.287% | |
4/26/2022 | Kestra Advisory Services LLC | 10,062 | $355K | 0.0% | -11.5% | 0.428% | |
4/20/2022 | Koshinski Asset Management Inc. | 2,157 | $76K | 0.0% | -31.6% | 0.092% | |
2/11/2022 | Endowment Wealth Management Inc. | 10,988 | $408K | 0.4% | N/A | 0.440% | |
2/8/2022 | Bank of America Corp DE | 259,789 | $9.64M | 0.0% | -0.3% | 10.392% | |
2/3/2022 | Advisor Group Holdings Inc. | 4,438 | $166K | 0.0% | -32.3% | 0.178% | |
Protect Your Bank Account Before It’s Too Late (Ad) For months I’ve been warning about the federal government’s terrifying new program to control every American’s bank account.
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2/2/2022 | Oppenheimer Asset Management Inc. | 116,863 | $4.34M | 0.1% | -50.0% | 4.675% | |
2/2/2022 | Valmark Advisers Inc. | 186,210 | $6.91M | 0.1% | -1.6% | 7.448% | |
2/1/2022 | Merriman Wealth Management LLC | 27,075 | $1.02M | 0.1% | N/A | 1.083% | |
1/24/2022 | National Bank of Canada FI | 1,200 | $44K | 0.0% | N/A | 0.048% | |
1/20/2022 | Kestra Advisory Services LLC | 11,374 | $422K | 0.0% | -2.9% | 0.455% | |
1/14/2022 | Koshinski Asset Management Inc. | 3,153 | $117K | 0.0% | -16.5% | 0.126% | |
11/16/2021 | Jane Street Group LLC | 79,673 | $2.88M | 0.0% | +19.9% | 3.124% | |
11/16/2021 | United Capital Financial Advisers LLC | 6,388 | $231K | 0.0% | +11.5% | 0.251% | |
11/15/2021 | Flow Traders U.S. LLC | 10,454 | $378K | 0.0% | +12.6% | 0.410% | |
11/12/2021 | Oppenheimer Asset Management Inc. | 233,496 | $8.43M | 0.1% | +3.4% | 9.157% | |
11/9/2021 | Valmark Advisers Inc. | 189,151 | $6.83M | 0.1% | -0.3% | 7.418% | |
11/5/2021 | Advisor Group Holdings Inc. | 6,559 | $236K | 0.0% | +13.7% | 0.257% | |
10/29/2021 | Commonwealth Equity Services LLC | 8,141 | $294K | 0.0% | +39.6% | 0.307% | |
10/27/2021 | Advisors Preferred LLC | 1,216 | $44K | 0.0% | N/A | 0.046% | |
10/19/2021 | Kestra Advisory Services LLC | 11,710 | $423K | 0.0% | -3.3% | 0.434% | |
10/12/2021 | Koshinski Asset Management Inc. | 3,778 | $136K | 0.0% | -30.2% | 0.140% | |
8/24/2021 | Flow Traders U.S. LLC | 9,284 | $348K | 0.0% | N/A | 0.344% | |
8/16/2021 | Bank of America Corp DE | 280,668 | $10.52M | 0.0% | +4.5% | 10.395% | |
8/16/2021 | Royal Bank of Canada | 34,180 | $1.28M | 0.0% | +146.0% | 1.266% | |
8/16/2021 | Morgan Stanley | 156,291 | $5.86M | 0.0% | +3.4% | 5.789% | |
8/13/2021 | OLD Mission Capital LLC | 6,878 | $258K | 0.0% | N/A | 0.246% | |
8/13/2021 | LPL Financial LLC | 40,129 | $1.51M | 0.0% | -6.6% | 1.433% | |
8/12/2021 | Private Advisor Group LLC | 5,653 | $212K | 0.0% | N/A | 0.202% | |
8/12/2021 | Albion Financial Group UT | 52,000 | $1.95M | 0.2% | N/A | 1.857% | |
8/12/2021 | Eqis Capital Management Inc. | 8,497 | $319K | 0.0% | +8.6% | 0.303% | |
8/11/2021 | Merriman Wealth Management LLC | 27,075 | $1.02M | 0.1% | +41.9% | 0.967% | |
8/11/2021 | Bank of New York Mellon Corp | 17,301 | $649K | 0.0% | -16.2% | 0.618% | |
8/11/2021 | Susquehanna International Group LLP | 84,188 | $3.16M | 0.0% | +222.9% | 3.007% | |
8/6/2021 | Valmark Advisers Inc. | 189,795 | $7.12M | 0.1% | -7.8% | 6.778% | |
8/4/2021 | Creative Planning | 14,784 | $554K | 0.0% | N/A | 0.528% | |
8/3/2021 | Oppenheimer Asset Management Inc. | 225,882 | $8.47M | 0.1% | +5.1% | 8.067% | |
8/2/2021 | Advisor Group Holdings Inc. | 5,769 | $216K | 0.0% | +172.1% | 0.206% | |
5/18/2021 | Oppenheimer Asset Management Inc. | 214,846 | $7.72M | 0.1% | +2.4% | 7.162% | |
5/18/2021 | Morgan Stanley | 151,089 | $5.43M | 0.0% | +18.7% | 5.036% | |
5/18/2021 | Citadel Advisors LLC | 14,274 | $513K | 0.0% | -62.3% | 0.476% | |
5/18/2021 | Jane Street Group LLC | 19,259 | $692K | 0.0% | N/A | 0.642% | |
5/17/2021 | Royal Bank of Canada | 13,892 | $499K | 0.0% | -63.9% | 0.463% | |
5/17/2021 | BlueCrest Capital Management Ltd | 18,390 | $660K | 0.0% | +81.8% | 0.613% | |
5/14/2021 | Eqis Capital Management Inc. | 7,826 | $281K | 0.0% | N/A | 0.261% | |
5/13/2021 | Bank of New York Mellon Corp | 20,642 | $741K | 0.0% | -6.6% | 0.688% | |
5/13/2021 | Citigroup Inc. | 1,389 | $50K | 0.0% | N/A | 0.046% | |
5/12/2021 | UBS Group AG | 5,146 | $185K | 0.0% | +9.8% | 0.174% | |
5/10/2021 | Merriman Wealth Management LLC | 19,075 | $685K | 0.1% | N/A | 0.647% | |
5/10/2021 | Kestra Advisory Services LLC | 11,218 | $403K | 0.0% | -15.4% | 0.380% | |
5/4/2021 | Valmark Advisers Inc. | 205,958 | $7.40M | 0.1% | -0.5% | 7.227% | |
4/30/2021 | Buckingham Strategic Wealth LLC | 11,866 | $426K | 0.0% | -3.8% | 0.416% | |
3/30/2021 | Koshinski Asset Management Inc. | 6,698 | $453K | 0.0% | N/A | 0.239% | |
3/26/2021 | Susquehanna International Group LLP | 16,704 | $561K | 0.0% | N/A | 0.597% | |
2/19/2021 | Albion Financial Group UT | 57,000 | $1.91M | 0.2% | N/A | 2.111% | |
2/17/2021 | Cetera Advisors LLC | 12,200 | $410K | 0.0% | N/A | 0.452% | |
Protect Your Bank Account Before It’s Too Late (Ad) For months I’ve been warning about the federal government’s terrifying new program to control every American’s bank account.
It gives them the power to monitor every single transaction … Stop right now and do these 3 things to protect yourself |
2/16/2021 | Morgan Stanley | 127,240 | $4.27M | 0.0% | +0.3% | 4.713% | |
2/12/2021 | LPL Financial LLC | 42,081 | $1.41M | 0.0% | +119.7% | 1.559% | |
2/11/2021 | Oppenheimer Asset Management Inc. | 209,866 | $7.05M | 0.1% | -4.9% | 7.773% | |
2/9/2021 | Wells Fargo & Company MN | 34,876 | $1.17M | 0.0% | +43.8% | 1.292% | |
2/9/2021 | Bank of New York Mellon Corp | 22,109 | $742K | 0.0% | -33.2% | 0.819% | |
2/5/2021 | Koshinski Asset Management Inc. | 6,698 | $453K | 0.0% | N/A | 0.248% | |
2/3/2021 | Valmark Advisers Inc. | 206,901 | $6.95M | 0.1% | -5.1% | 7.663% | |
2/2/2021 | Koshinski Asset Management Inc. | 6,698 | $453K | 0.1% | N/A | 0.248% | |
1/20/2021 | Kestra Advisory Services LLC | 13,259 | $446K | 0.0% | +30.5% | 0.491% | |
11/13/2020 | Morgan Stanley | 126,896 | $3.57M | 0.0% | +3.6% | 4.700% | |