5/30/2024 | Cambridge Trust Co. | 5,717 | $1.19M | 0.0% | -20.1% | 0.002% | |
5/29/2024 | Pathway Financial Advisers LLC | 1,645 | $343K | 0.1% | N/A | 0.001% | |
5/29/2024 | Soltis Investment Advisors LLC | 37,611 | $7.83M | 0.9% | +13.9% | 0.012% | |
5/29/2024 | Clean Yield Group | 952 | $198K | 0.1% | -9.5% | 0.000% | |
5/29/2024 | Garde Capital Inc. | 5,403 | $1.13M | 0.1% | +1.2% | 0.002% | |
5/24/2024 | Cetera Advisor Networks LLC | 455,782 | $94.93M | 0.5% | +2.1% | 0.145% | |
|
5/24/2024 | Cetera Advisors LLC | 167,034 | $34.79M | 0.3% | +50.1% | 0.053% | |
5/24/2024 | Cetera Investment Advisers | 756,208 | $157.50M | 0.4% | +285.1% | 0.241% | |
5/24/2024 | Dodds Wealth LLC | 18,722 | $3.90M | 1.6% | +3.9% | 0.006% | |
5/22/2024 | Orleans Capital Management Corp LA | 38,260 | $7.97M | 5.2% | -6.8% | 0.012% | |
5/22/2024 | Second Line Capital LLC | 1,471 | $306K | 0.1% | -13.4% | 0.000% | |
5/22/2024 | BigSur Wealth Management LLC | 27,500 | $5.73M | 1.8% | -1.8% | 0.009% | |
5/21/2024 | Atria Investments Inc | 84,752 | $17.65M | 0.2% | -1.2% | 0.027% | |
5/20/2024 | Independent Wealth Network Inc. | 6,855 | $1.43M | 0.7% | +3.8% | 0.002% | |
5/20/2024 | Virtu Financial LLC | 41,779 | $8.70M | 0.7% | -72.5% | 0.013% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 4,284 | $892K | 0.1% | +61.4% | 0.001% | |
5/20/2024 | Continuum Wealth Advisors LLC | 25,183 | $5.25M | 3.0% | N/A | 0.008% | |
5/17/2024 | XML Financial LLC | 7,836 | $1.63M | 0.2% | -9.2% | 0.002% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 17,831 | $3.71M | 0.3% | +0.4% | 0.006% | |
5/17/2024 | Beacon Capital Management LLC | 2,545 | $530K | 0.1% | +53.6% | 0.001% | |
5/17/2024 | Hancock Whitney Corp | 1,068 | $222K | 0.0% | -12.5% | 0.000% | |
5/17/2024 | Comerica Bank | 187,336 | $39.02M | 0.2% | +6.0% | 0.060% | |
5/17/2024 | Tidal Investments LLC | 5,157 | $1.07M | 0.0% | -45.3% | 0.002% | |
5/16/2024 | Jane Street Group LLC | 390,524 | $81.33M | 0.0% | +28,157.9% | 0.124% | |
5/16/2024 | Global Financial Private Client LLC | 2,208 | $461K | 0.2% | -11.1% | 0.001% | |
5/16/2024 | Slagle Financial LLC | 1,958 | $408K | 0.2% | -50.4% | 0.001% | |
5/16/2024 | Innova Wealth Partners | 24,698 | $5.14M | 4.0% | -4.8% | 0.008% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 53,948 | $11.24M | 0.3% | -15.1% | 0.017% | |
5/16/2024 | Sweeney & Michel LLC | 5,084 | $1.06M | 0.5% | N/A | 0.002% | |
5/16/2024 | IronBridge Private Wealth LLC | 18,848 | $3.93M | 1.6% | -2.6% | 0.006% | |
5/16/2024 | BlueCrest Capital Management Ltd | 17,831 | $3.71M | 0.2% | N/A | 0.006% | |
5/16/2024 | Waverly Advisors LLC | 32,857 | $6.84M | 0.2% | +15.3% | 0.010% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 3,868 | $806K | 0.0% | +107.1% | 0.001% | |
5/16/2024 | Captrust Financial Advisors | 1,648,707 | $343.38M | 1.1% | +4.9% | 0.525% | |
5/16/2024 | Zurich Insurance Group Ltd FI | 169,764 | $35.01M | 0.3% | -4.6% | 0.054% | |
5/16/2024 | Lavaca Capital LLC | 4,200 | $875K | 0.5% | -8.6% | 0.001% | |
5/15/2024 | Ascent Group LLC | 12,437 | $2.59M | 0.2% | -5.2% | 0.004% | |
5/15/2024 | SVB Wealth LLC | 29,716 | $6.19M | 0.1% | -10.8% | 0.009% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 59,550 | $12.40M | 1.0% | +3.8% | 0.019% | |
5/15/2024 | Manhattan West Asset Management LLC | 3,656 | $761K | 0.2% | +7.4% | 0.001% | |
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. |
5/15/2024 | BOKF NA | 35,191 | $7.35M | 0.1% | -17.4% | 0.011% | |
5/15/2024 | Kestra Advisory Services LLC | 359,159 | $74.80M | 0.5% | +30.9% | 0.114% | |
5/15/2024 | 1832 Asset Management L.P. | 447,706 | $93.24M | 0.1% | -38.9% | 0.143% | |
5/15/2024 | Linscomb Wealth Inc. | 1,687 | $351K | 0.0% | -6.7% | 0.001% | |
5/15/2024 | Truvestments Capital LLC | 2,857 | $595K | 0.2% | +4.8% | 0.001% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 1,041 | $217K | 0.0% | N/A | 0.000% | |
5/14/2024 | Biltmore Family Office LLC | 5,071 | $1.06M | 0.2% | -1.0% | 0.002% | |
5/14/2024 | Toronto Dominion Bank | 54,577 | $11.37M | 0.0% | -70.6% | 0.017% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 8,589 | $1.79M | 0.1% | +1.2% | 0.003% | |
5/14/2024 | First Commonwealth Financial Corp PA | 2,025 | $422K | 0.1% | -9.0% | 0.001% | |
5/14/2024 | Axxcess Wealth Management LLC | 38,964 | $8.12M | 0.2% | -2.5% | 0.012% | |
5/14/2024 | EP Wealth Advisors LLC | 468,770 | $97.63M | 1.1% | 0.0% | 0.149% | |
5/14/2024 | Freestone Capital Holdings LLC | 3,544 | $738K | 0.0% | +60.0% | 0.001% | |
5/14/2024 | CreativeOne Wealth LLC | 14,345 | $2.99M | 0.1% | +107.9% | 0.005% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 7,348 | $1.53M | 0.3% | +211.4% | 0.002% | |
5/14/2024 | Sax Wealth Advisors LLC | 12,723 | $2.65M | 0.3% | +7.1% | 0.004% | |
5/14/2024 | Mattern Wealth Management LLC | 10,906 | $2.27M | 0.6% | -1.9% | 0.003% | |
5/14/2024 | Burns Matteson Capital Management LLC | 1,792 | $373K | 0.2% | -8.9% | 0.001% | |
5/14/2024 | InterOcean Capital Group LLC | 787,027 | $163.91M | 3.9% | +2.6% | 0.251% | |
5/14/2024 | Pitcairn Co. | 9,534 | $1.99M | 0.1% | N/A | 0.003% | |
5/14/2024 | Vaughan David Investments LLC IL | 3,412 | $711K | 0.0% | -11.1% | 0.001% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 1,123 | $234K | 0.1% | N/A | 0.000% | |
5/13/2024 | Goepper Burkhardt LLC | 2,258 | $464K | 0.2% | -4.2% | 0.001% | |
5/13/2024 | Cedar Wealth Management LLC | 1,235 | $257K | 0.1% | +194.0% | 0.000% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 1,604 | $334K | 0.0% | -48.2% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 12,852 | $2.68M | 0.0% | +7.1% | 0.004% | |
5/13/2024 | Alerus Financial NA | 39,860 | $8.30M | 0.6% | -74.0% | 0.013% | |
5/11/2024 | Spreng Capital Management Inc. | 28,091 | $5.85M | 3.1% | +1.8% | 0.009% | |
5/11/2024 | Lcnb Corp | 11,890 | $2.48M | 0.9% | -0.8% | 0.004% | |
5/11/2024 | Davis R M Inc. | 2,221 | $463K | 0.0% | -14.4% | 0.001% | |
5/11/2024 | Beaumont Financial Advisors LLC | 3,961 | $825K | 0.1% | -4.9% | 0.001% | |
5/11/2024 | Catalytic Wealth RIA LLC | 4,027 | $839K | 0.2% | N/A | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 5,660 | $1.18M | 0.1% | +28.5% | 0.002% | |
5/11/2024 | Edgestream Partners L.P. | 12,071 | $2.51M | 0.1% | +31.0% | 0.004% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 2,934 | $613K | 0.3% | -25.4% | 0.001% | |
5/11/2024 | Patten & Patten Inc. TN | 24,175 | $5.04M | 0.4% | +45.4% | 0.008% | |
5/10/2024 | TIAA Trust National Association | 70,786 | $14.74M | 0.0% | +1.0% | 0.023% | |
5/10/2024 | Cornerstone Advisors LLC | 190,100 | $39.59M | 1.6% | +22.8% | 0.061% | |
5/10/2024 | Spirepoint Private Client LLC | 47,302 | $9.85M | 1.5% | N/A | 0.015% | |
5/10/2024 | Ciovacco Capital Management LLC | 76,610 | $15.96M | 10.7% | -0.2% | 0.024% | |
5/10/2024 | Nicolet Advisory Services LLC | 1,288 | $267K | 0.0% | +5.9% | 0.000% | |
5/10/2024 | Councilmark Asset Management LLC | 3,470 | $723K | 0.5% | N/A | 0.001% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 3,082 | $642K | 0.2% | N/A | 0.001% | |
5/10/2024 | Banco Santander S.A. | 21,976 | $4.58M | 0.1% | -6.5% | 0.007% | |
5/10/2024 | Tocqueville Asset Management L.P. | 140,050 | $29.17M | 0.5% | -0.3% | 0.045% | |
5/10/2024 | J.Safra Asset Management Corp | 544,199 | $113.34M | 12.8% | +1.2% | 0.173% | |
5/10/2024 | Horizon Family Wealth Inc. | 9,231 | $1.92M | 1.5% | +7.0% | 0.003% | |
5/10/2024 | Nwam LLC | 31,306 | $6.40M | 0.5% | +5.1% | 0.010% | |
5/10/2024 | Gruss & Co. LLC | 1,000 | $208K | 1.1% | N/A | 0.000% | |
5/10/2024 | Gratus Wealth Advisors LLC | 123,457 | $24.27M | 4.4% | -5.5% | 0.039% | |
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. |
5/9/2024 | Corrado Advisors LLC | 14,293 | $2.98M | 2.0% | -17.7% | 0.005% | |
5/9/2024 | Socha Financial Group LLC | 2,655 | $553K | 0.2% | N/A | 0.001% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 6,757 | $1.41M | 0.1% | -19.7% | 0.002% | |
5/9/2024 | Brighton Jones LLC | 14,228 | $2.96M | 0.1% | +6.1% | 0.005% | |
5/9/2024 | ProVise Management Group LLC | 21,026 | $4.38M | 0.4% | -43.9% | 0.007% | |
5/9/2024 | Private Portfolio Partners LLC | 9,840 | $2.05M | 0.4% | +5.8% | 0.003% | |
5/9/2024 | Orion Portfolio Solutions LLC | 64,790 | $13.49M | 0.1% | +9.3% | 0.021% | |
5/9/2024 | Blair William & Co. IL | 73,395 | $15.29M | 0.0% | -1.5% | 0.023% | |
5/9/2024 | HBK Sorce Advisory LLC | 4,223 | $879K | 0.0% | +6.1% | 0.001% | |
5/9/2024 | Kingsview Wealth Management LLC | 204,436 | $42.58M | 1.1% | +0.6% | 0.065% | |