5/31/2024 | First Citizens Financial Corp | 17,065 | $4.44M | 2.6% | +10.7% | 0.001% | |
5/30/2024 | Cambridge Trust Co. | 25,487 | $6.62M | 0.3% | -3.1% | 0.002% | |
5/30/2024 | Peninsula Wealth LLC | 3,187 | $828K | 0.1% | +48.7% | 0.000% | |
5/29/2024 | Soltis Investment Advisors LLC | 12,755 | $3.32M | 0.4% | -4.2% | 0.001% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 2,781 | $723K | 0.4% | N/A | 0.000% | |
5/29/2024 | Clean Yield Group | 125 | $32K | 0.0% | +12,400.0% | 0.000% | |
|
5/28/2024 | Verity Asset Management Inc. | 6,303 | $1.64M | 0.9% | -3.6% | 0.000% | |
5/24/2024 | Cetera Advisor Networks LLC | 820,897 | $213.35M | 1.1% | -2.0% | 0.055% | |
5/24/2024 | Cetera Advisors LLC | 654,470 | $170.10M | 1.3% | +96.9% | 0.044% | |
5/24/2024 | Cetera Investment Advisers | 2,407,974 | $625.83M | 1.5% | +89.0% | 0.161% | |
5/24/2024 | Invst LLC | 3,436 | $892K | 0.1% | -2.0% | 0.000% | |
5/24/2024 | Northwest Bank & Trust Co | 938 | $233K | 0.2% | +18.4% | 0.000% | |
5/23/2024 | Community Trust & Investment Co. | 774 | $201K | 0.0% | N/A | 0.000% | |
5/23/2024 | Cabot Wellington LLC | 742,806 | $193.06M | 74.9% | -0.7% | 0.050% | |
5/23/2024 | FSA Advisors Inc. | 7,811 | $2.03M | 2.2% | -5.8% | 0.001% | |
5/23/2024 | ARQ Wealth Advisors LLC | 28,747 | $7.47M | 3.2% | -1.3% | 0.002% | |
5/23/2024 | Austin Wealth Management LLC | 7,589 | $1.99M | 0.5% | +18.6% | 0.001% | |
5/22/2024 | Burney Co. | 3,614 | $939K | 0.0% | +10.3% | 0.000% | |
5/22/2024 | Cedar Point Capital Partners LLC | 3,280 | $852K | 0.6% | +4.5% | 0.000% | |
5/22/2024 | Orleans Capital Management Corp LA | 5,290 | $1.38M | 0.9% | -2.8% | 0.000% | |
5/22/2024 | Koesten Hirschmann & Crabtree INC. | 994 | $258K | 0.2% | +144.8% | 0.000% | |
5/21/2024 | Atria Investments Inc | 126,943 | $32.99M | 0.5% | +10.4% | 0.008% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 17,629 | $4.58M | 0.2% | +63.6% | 0.001% | |
5/21/2024 | LRI Investments LLC | 6,269 | $1.63M | 0.2% | N/A | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 2,466 | $641K | 0.1% | +4.3% | 0.000% | |
5/20/2024 | Pacific Center for Financial Services | 136,853 | $35.57M | 10.1% | +3.8% | 0.009% | |
5/17/2024 | Aspect Partners LLC | 40,051 | $10.41M | 8.2% | +12.9% | 0.003% | |
5/17/2024 | Citizens Financial Group Inc. RI | 12,790 | $3.32M | 0.1% | -8.6% | 0.001% | |
5/17/2024 | Advisory Resource Group | 1,280 | $333K | 0.1% | +10.4% | 0.000% | |
5/17/2024 | National Wealth Management Group LLC | 10,657 | $2.77M | 2.2% | -1.2% | 0.001% | |
5/17/2024 | Investmark Advisory Group LLC | 840 | $218K | 0.1% | N/A | 0.000% | |
5/17/2024 | Lummis Asset Management LP | 1,626 | $423K | 0.6% | +6.1% | 0.000% | |
5/17/2024 | New Covenant Trust Company N.A. | 50,639 | $13.16M | 13.2% | N/A | 0.003% | |
5/17/2024 | XML Financial LLC | 12,131 | $3.15M | 0.3% | +15.1% | 0.001% | |
5/17/2024 | Lumbard & Kellner LLC | 16,180 | $4.21M | 2.0% | -0.9% | 0.001% | |
5/17/2024 | WealthPlan Investment Management LLC | 27,841 | $7.24M | 1.1% | -21.2% | 0.002% | |
5/17/2024 | Tandem Capital Management Corp ADV | 2,554 | $664K | 0.4% | +12.3% | 0.000% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 206,173 | $53.58M | 4.8% | +5.1% | 0.014% | |
5/17/2024 | Beacon Capital Management LLC | 233,042 | $60.57M | 12.4% | +11.3% | 0.016% | |
5/17/2024 | Hancock Whitney Corp | 3,665 | $953K | 0.0% | +6.5% | 0.000% | |
Trump’s Gift Could Unleash $51 Billion in New Wealth (Ad) In January 2021, Donald Trump silently rolled out a special gift to the American public…
One that top house republicans called “The Key To America’s Economic Future”. You just have to make this simple move before July 30, 2024. |
5/17/2024 | Comerica Bank | 264,865 | $68.84M | 0.3% | -5.6% | 0.018% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 1,113 | $289K | 0.1% | N/A | 0.000% | |
5/17/2024 | Tidal Investments LLC | 504,652 | $131.16M | 2.2% | +13.0% | 0.034% | |
5/17/2024 | Innealta Capital LLC | 5,216 | $1.36M | 0.6% | -8.2% | 0.000% | |
5/16/2024 | Sugar Maple Asset Management LLC | 1,524 | $396K | 0.4% | N/A | 0.000% | |
5/16/2024 | Global Financial Private Client LLC | 539 | $140K | 0.1% | -15.6% | 0.000% | |
5/16/2024 | Slagle Financial LLC | 900 | $234K | 0.1% | N/A | 0.000% | |
5/16/2024 | Innova Wealth Partners | 1,661 | $432K | 0.3% | N/A | 0.000% | |
5/16/2024 | FSA Wealth Management LLC | 4,625 | $1.20M | 0.5% | +17.2% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 50,829 | $13.21M | 0.3% | +19.0% | 0.003% | |
5/16/2024 | Ancora Advisors LLC | 31,698 | $8.24M | 0.2% | -11.4% | 0.002% | |
5/16/2024 | Dynasty Wealth Management LLC | 106,725 | $27.74M | 0.9% | N/A | 0.007% | |
5/16/2024 | Vawter Financial Ltd. | 3,824 | $994K | 0.7% | -1.8% | 0.000% | |
5/16/2024 | Sweeney & Michel LLC | 4,216 | $1.09M | 0.5% | N/A | 0.000% | |
5/16/2024 | WPWealth LLP | 11,264 | $2.93M | 0.8% | +9.0% | 0.001% | |
5/16/2024 | Whalerock Point Partners LLC | 3,368 | $875K | 0.2% | -6.8% | 0.000% | |
5/16/2024 | WMS Partners LLC | 404,317 | $105.08M | 7.2% | -2.2% | 0.027% | |
5/16/2024 | Iron Gate Global Advisors LLC | 14,495 | $3.76M | 0.7% | +3.8% | 0.001% | |
5/16/2024 | Kraft Davis & Associates LLC | 72,533 | $18.72M | 5.8% | +0.3% | 0.005% | |
5/16/2024 | Waverly Advisors LLC | 287,149 | $74.63M | 1.8% | +182.3% | 0.019% | |
5/16/2024 | Captrust Financial Advisors | 592,281 | $153.93M | 0.5% | -8.4% | 0.039% | |
5/16/2024 | Ashford Capital Management Inc. | 88,891 | $23.10M | 3.1% | -3.7% | 0.006% | |
5/15/2024 | Ascent Group LLC | 6,445 | $1.68M | 0.1% | -10.7% | 0.000% | |
5/15/2024 | Earnest Partners LLC | 2,965 | $771K | 0.0% | -27.5% | 0.000% | |
5/15/2024 | SVB Wealth LLC | 50,104 | $13.02M | 0.3% | -16.3% | 0.003% | |
5/15/2024 | Transcendent Capital Group LLC | 3,219 | $837K | 0.5% | -5.7% | 0.000% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 20,904 | $5.43M | 0.5% | +0.2% | 0.001% | |
5/15/2024 | Manhattan West Asset Management LLC | 7,867 | $2.05M | 0.5% | +16.8% | 0.001% | |
5/15/2024 | Fairview Capital Investment Management LLC | 43,529 | $11.31M | 0.6% | -12.9% | 0.003% | |
5/15/2024 | CoreFirst Bank & Trust | 1,300 | $338K | 0.2% | -15.0% | 0.000% | |
5/15/2024 | BOKF NA | 44,392 | $11.53M | 0.2% | -1.3% | 0.003% | |
5/15/2024 | Kestra Advisory Services LLC | 773,930 | $201.15M | 1.3% | +9.5% | 0.052% | |
5/15/2024 | LRI Investments LLC | 6,269 | $1.62M | 0.2% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 1,468 | $382K | 0.0% | -17.9% | 0.000% | |
5/15/2024 | Linscomb Wealth Inc. | 166,073 | $43.16M | 2.2% | -5.1% | 0.011% | |
5/15/2024 | Quadrature Capital Ltd | 1,951 | $507K | 0.0% | N/A | 0.000% | |
5/15/2024 | Keeley Teton Advisors LLC | 50,531 | $13.13M | 1.6% | -4.1% | 0.003% | |
5/14/2024 | Westwood Holdings Group Inc. | 1,190 | $309K | 0.0% | -52.2% | 0.000% | |
5/14/2024 | Capital Group Private Client Services Inc. | 25,681 | $6.68M | 0.1% | +6.4% | 0.002% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 15,484 | $4.02M | 0.3% | +4.3% | 0.001% | |
5/14/2024 | Axxcess Wealth Management LLC | 21,329 | $5.54M | 0.2% | -26.4% | 0.001% | |
5/14/2024 | EP Wealth Advisors LLC | 158,807 | $41.27M | 0.5% | +16.8% | 0.011% | |
5/14/2024 | Freestone Capital Holdings LLC | 52,762 | $13.71M | 0.5% | +6.2% | 0.004% | |
5/14/2024 | CreativeOne Wealth LLC | 41,230 | $10.72M | 0.4% | +15.6% | 0.003% | |
5/14/2024 | Delap Wealth Advisory LLC | 4,520 | $1.18M | 0.5% | -53.6% | 0.000% | |
5/14/2024 | TFO Wealth Partners LLC | 5,620 | $1.46M | 0.3% | -36.4% | 0.000% | |
5/14/2024 | Sax Wealth Advisors LLC | 19,012 | $4.94M | 0.6% | +15.3% | 0.001% | |
5/14/2024 | Northwest Wealth Management LLC | 82,915 | $21.55M | 5.9% | -1.6% | 0.006% | |
5/14/2024 | Mattern Wealth Management LLC | 12,973 | $3.37M | 0.8% | +18.4% | 0.001% | |
5/14/2024 | Mattern Capital Management LLC | 4,179 | $1.09M | 0.1% | -2.8% | 0.000% | |
This military-backed stock “owns” AI market (Ad) The AI boom is just getting started.
And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
5/14/2024 | Crewe Advisors LLC | 10,769 | $2.80M | 0.3% | +0.5% | 0.001% | |
5/14/2024 | Evermay Wealth Management LLC | 43,780 | $11.38M | 1.7% | -9.1% | 0.003% | |
5/14/2024 | Karpus Management Inc. | 135,836 | $35.30M | 1.0% | -10.5% | 0.009% | |
5/14/2024 | Pitcairn Co. | 25,432 | $6.61M | 0.4% | -37.8% | 0.002% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 663,516 | $172.45M | 12.0% | +2.4% | 0.044% | |
5/14/2024 | Lake Street Advisors Group LLC | 276,036 | $71.74M | 3.4% | +3.1% | 0.018% | |
5/14/2024 | Arjuna Capital | 1,080 | $281K | 0.1% | N/A | 0.000% | |
5/13/2024 | Bessemer Group Inc. | 236,597 | $61.49M | 0.1% | -9.5% | 0.016% | |
5/13/2024 | Windham Capital Management LLC | 140,856 | $36.61M | 28.8% | -35.2% | 0.009% | |
5/13/2024 | PYA Waltman Capital LLC | 3,713 | $965K | 0.4% | +47.3% | 0.000% | |