5/24/2024 | Cetera Advisors LLC | 8,970 | $281K | 0.0% | -7.9% | 0.030% | |
5/24/2024 | Cetera Investment Advisers | 203,901 | $6.39M | 0.0% | +102.0% | 0.689% | |
5/17/2024 | Comerica Bank | 12,561 | $394K | 0.0% | -17.9% | 0.042% | |
5/16/2024 | Jane Street Group LLC | 229,620 | $7.20M | 0.0% | -9.7% | 0.776% | |
5/16/2024 | WMS Partners LLC | 1,577,938 | $49.45M | 3.4% | +3.8% | 5.331% | |
5/15/2024 | Flow Traders U.S. LLC | 245,444 | $7.70M | 0.4% | -56.6% | 0.829% | |
|
5/14/2024 | EP Wealth Advisors LLC | 31,131 | $976K | 0.0% | -2.9% | 0.105% | |
5/14/2024 | OLD Mission Capital LLC | 153,839 | $4.83M | 0.1% | -60.2% | 0.520% | |
5/10/2024 | First Foundation Advisors | 423,191 | $13.26M | 0.5% | +6.8% | 1.430% | |
5/10/2024 | Kelman Lazarov Inc. | 54,259 | $1.70M | 0.3% | -4.9% | 0.183% | |
5/9/2024 | Clearwater Capital Advisors LLC | 161,032 | $5.05M | 0.5% | -0.5% | 0.544% | |
5/8/2024 | Cozad Asset Management Inc. | 12,685 | $398K | 0.0% | -24.9% | 0.043% | |
5/7/2024 | Wealthspire Advisors LLC | 85,967 | $2.69M | 0.0% | -25.3% | 0.290% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 144,898 | $4.54M | 0.0% | -23.6% | 0.490% | |
5/3/2024 | Callan Capital LLC | 114,568 | $3.59M | 0.3% | -1.4% | 0.387% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 1,841 | $58K | 0.0% | -60.0% | 0.006% | |
4/29/2024 | Commonwealth Equity Services LLC | 168,521 | $5.28M | 0.0% | +14.9% | 0.569% | |
4/25/2024 | IAG Wealth Partners LLC | 9,273 | $291K | 0.1% | -16.3% | 0.031% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 148,279 | $4.65M | 0.0% | -11.2% | 0.501% | |
4/24/2024 | CENTRAL TRUST Co | 49,391 | $1.55M | 0.0% | -5.6% | 0.167% | |
4/24/2024 | 1900 Wealth Management LLC | 287,665 | $9.02M | 0.8% | -54.6% | 0.972% | |
4/24/2024 | Archford Capital Strategies LLC | 211,713 | $6.64M | 1.1% | +10.5% | 0.715% | |
4/23/2024 | Global Retirement Partners LLC | 5,173 | $162K | 0.0% | -21.1% | 0.017% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 544,732 | $17.07M | 0.0% | -8.7% | 1.840% | |
4/22/2024 | Altfest L J & Co. Inc. | 49,176 | $1.54M | 0.2% | +4.6% | 0.166% | |
4/22/2024 | Raymond James & Associates | 1,181,068 | $37.02M | 0.0% | -1.4% | 3.990% | |
4/22/2024 | Edge Financial Advisors LLC | 86,690 | $2.67M | 2.4% | N/A | 0.293% | |
4/19/2024 | Arvest Investments Inc. | 476,947 | $14.95M | 2.4% | +1.0% | 1.611% | |
4/18/2024 | Hexagon Capital Partners LLC | 9,214 | $289K | 0.1% | +29.5% | 0.031% | |
4/18/2024 | Morris Financial Concepts Inc. | 2,027 | $64K | 0.0% | +34.4% | 0.007% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 141,072 | $4.42M | 0.0% | -5.4% | 0.477% | |
4/15/2024 | Flagstar Advisors Inc. | 10,738 | $337K | 0.1% | -6.7% | 0.036% | |
4/10/2024 | Atwood & Palmer Inc. | 75,700 | $2.37M | 0.2% | -4.3% | 0.231% | |
4/10/2024 | Inscription Capital LLC | 9,043 | $288K | 0.1% | -18.1% | 0.028% | |
4/10/2024 | Apella Capital LLC | 586,820 | $18.69M | 0.9% | +1.7% | 1.789% | |
4/10/2024 | American National Bank | 102,086 | $3.20M | 0.4% | -20.4% | 0.311% | |
4/9/2024 | Destiny Wealth Partners LLC | 281,225 | $8.81M | 1.6% | -11.5% | 0.857% | |
3/6/2024 | SageView Advisory Group LLC | 21,969 | $650K | 0.0% | -34.2% | 0.067% | |
3/1/2024 | Goldman Sachs Group Inc. | 3,993,601 | $123.24M | 0.0% | -2.1% | 12.176% | |
2/15/2024 | OLD Mission Capital LLC | 386,805 | $11.87M | 0.2% | -46.2% | 1.179% | |
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. |
2/13/2024 | Cetera Advisor Networks LLC | 129,496 | $3.97M | 0.0% | +4.9% | 0.395% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,993,601 | $123.24M | 0.0% | -2.1% | 12.176% | |
2/9/2024 | SageView Advisory Group LLC | 21,969 | $650K | 0.0% | -34.2% | 0.067% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 166,905 | $5.12M | 0.0% | +1.5% | 0.509% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,192 | $37K | 0.0% | N/A | 0.004% | |
2/9/2024 | CreativeOne Wealth LLC | 14,894 | $457K | 0.0% | -16.9% | 0.045% | |
2/9/2024 | D.A. Davidson & CO. | 29,403 | $902K | 0.0% | -6.1% | 0.090% | |
2/9/2024 | Wells Fargo & Company MN | 2,402,868 | $73.74M | 0.0% | +0.9% | 7.326% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 104,453 | $3.21M | 0.2% | -1.2% | 0.318% | |
2/9/2024 | UBS Group AG | 299,036 | $9.18M | 0.0% | -31.7% | 0.912% | |
2/8/2024 | SigFig Wealth Management LLC | 3,000,482 | $92.08M | 3.5% | +1.1% | 9.148% | |
2/8/2024 | American National Bank | 128,200 | $3.93M | 0.6% | -3.9% | 0.391% | |
2/8/2024 | Strategic Financial Services Inc | 260,537 | $8.00M | 0.6% | -3.0% | 0.794% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 189,751 | $5.82M | 0.0% | -1.0% | 0.579% | |
2/7/2024 | Principal Securities Inc. | 245,686 | $7.54M | 0.3% | N/A | 0.749% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 4,608 | $142K | 0.0% | -11.6% | 0.014% | |
2/7/2024 | Wealthspire Advisors LLC | 115,038 | $3.53M | 0.1% | N/A | 0.351% | |
2/7/2024 | Clearwater Capital Advisors LLC | 161,837 | $4.97M | 0.6% | +44.4% | 0.493% | |
2/6/2024 | Lincoln National Corp | 13,366 | $410K | 0.0% | +89.8% | 0.041% | |
2/6/2024 | Private Advisor Group LLC | 10,911 | $335K | 0.0% | +38.3% | 0.033% | |
2/5/2024 | Hexagon Capital Partners LLC | 7,115 | $218K | 0.1% | -11.6% | 0.022% | |
2/5/2024 | First Ascent Asset Management LLC | 131,396 | $4.03M | 0.5% | +4.7% | 0.401% | |
2/5/2024 | Cozad Asset Management Inc. | 16,885 | $518K | 0.1% | -11.4% | 0.051% | |
2/5/2024 | Shufro Rose & Co. LLC | 119,981 | $3.44M | 0.3% | -0.7% | 0.366% | |
2/2/2024 | IAG Wealth Partners LLC | 11,084 | $340K | 0.1% | -12.2% | 0.034% | |
2/2/2024 | Truist Financial Corp | 17,894 | $549K | 0.0% | +3.2% | 0.055% | |
2/2/2024 | Spinnaker Trust | 1,091,550 | $33.50M | 2.3% | +0.5% | 3.328% | |
2/2/2024 | Callan Capital LLC | 116,144 | $3.56M | 0.3% | -5.8% | 0.354% | |
2/2/2024 | Atria Wealth Solutions Inc. | 34,296 | $1.06M | 0.0% | -1.0% | 0.105% | |
2/1/2024 | 1900 Wealth Management LLC | 633,063 | $19.43M | 1.8% | -34.3% | 1.930% | |
2/1/2024 | Kelman Lazarov Inc. | 57,072 | $1.75M | 0.4% | -17.6% | 0.174% | |
2/1/2024 | Prism Advisors Inc. | 16,055 | $493K | 0.2% | -5.2% | 0.049% | |
1/30/2024 | Elmwood Wealth Management Inc. | 23,293 | $715K | 0.5% | -13.6% | 0.071% | |
1/29/2024 | Morris Financial Concepts Inc. | 1,508 | $46K | 0.0% | +36.2% | 0.005% | |
1/24/2024 | CENTRAL TRUST Co | 52,321 | $1.61M | 0.0% | -1.5% | 0.160% | |
1/24/2024 | Allworth Financial LP | 5,340 | $164K | 0.0% | -11.7% | 0.016% | |
1/24/2024 | Arvest Trust Co. N A | 1,136,976 | $34.89M | 2.1% | -3.6% | 3.466% | |
1/24/2024 | International Assets Investment Management LLC | 2,148 | $70K | 0.0% | N/A | 0.007% | |
1/24/2024 | Arvest Investments Inc. | 472,065 | $14.49M | 2.4% | N/A | 1.439% | |
1/23/2024 | Clay Northam Wealth Management LLC | 64,466 | $1.98M | 1.8% | -4.8% | 0.197% | |
1/22/2024 | Pallas Capital Advisors LLC | 163,279 | $5.01M | 0.3% | N/A | 0.498% | |
1/22/2024 | Strategies Wealth Advisors LLC | 13,374 | $410K | 0.1% | -10.0% | 0.041% | |
1/19/2024 | Destiny Wealth Partners LLC | 317,916 | $9.56M | 1.8% | +9.1% | 0.969% | |
1/19/2024 | Flagstar Advisors Inc. | 11,511 | $355K | 0.1% | -12.4% | 0.035% | |
1/18/2024 | Global Retirement Partners LLC | 6,553 | $192K | 0.0% | -8.8% | 0.020% | |
1/18/2024 | Altfest L J & Co. Inc. | 47,033 | $1.44M | 0.2% | -12.3% | 0.143% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 596,553 | $18.31M | 0.0% | -2.8% | 1.819% | |
1/16/2024 | Raymond James & Associates | 1,197,284 | $36.75M | 0.0% | -17.5% | 3.650% | |
1/16/2024 | CoreCap Advisors LLC | 126,993 | $3.90M | 0.3% | +2.9% | 0.387% | |
1/12/2024 | Atwood & Palmer Inc. | 79,093 | $2.43M | 0.2% | -5.6% | 0.241% | |
Biotech's Best Kept Secret: Potential 46,751% Gain (Ad) The world's #1 biotech investor has been praising this stock since it was just $18.56.
Even though it's rocketed 266% this year, he's now recommending a different biotech entirely! Get the name of the stock here >>> |
1/12/2024 | Archford Capital Strategies LLC | 191,642 | $5.88M | 1.1% | +2.9% | 0.584% | |
1/11/2024 | Whittier Trust Co. | 25,517 | $783K | 0.0% | -3.6% | 0.078% | |
1/11/2024 | Raymond James Trust N.A. | 11,042 | $339K | 0.0% | -16.8% | 0.034% | |
1/5/2024 | Apella Capital LLC | 577,218 | $17.36M | 1.0% | -1.7% | 1.760% | |
1/2/2024 | Anchor Investment Management LLC | 85,867 | $2.64M | 0.3% | N/A | 0.262% | |
12/6/2023 | Fragasso Group Inc. | 15,362 | $440K | 0.0% | -10.3% | 0.047% | |
12/6/2023 | Citigroup Inc. | 17,309 | $496K | 0.0% | -6.7% | 0.053% | |
11/24/2023 | EP Wealth Advisors LLC | 32,073 | $919K | 0.0% | -90.3% | 0.098% | |
11/16/2023 | First Foundation Advisors | 325,072 | $9.32M | 0.4% | +6.1% | 0.991% | |
11/16/2023 | Elmwood Wealth Management Inc. | 26,958 | $773K | 0.4% | +3.0% | 0.082% | |