10/30/2024 | Maia Wealth LLC | 5,851 | $351K | 0.1% | N/A | 0.004% | |
10/30/2024 | Greenwood Capital Associates LLC | 293,047 | $18.27M | 2.4% | +26.0% | 0.224% | |
10/29/2024 | Visionary Horizons LLC | 7,869 | $491K | 0.3% | +4.5% | 0.006% | |
10/29/2024 | Farther Finance Advisors LLC | 850 | $53K | 0.0% | -57.8% | 0.001% | |
10/28/2024 | US Bancorp DE | 11,774 | $734K | 0.0% | -3.1% | 0.009% | |
10/23/2024 | Lake Street Advisors Group LLC | 49,529 | $3.09M | 0.1% | -7.7% | 0.038% | |
|
10/22/2024 | Lake Street Private Wealth LLC | 8,828 | $550K | 0.1% | -22.3% | 0.007% | |
10/22/2024 | Private Advisor Group LLC | 3,318 | $207K | 0.0% | N/A | 0.003% | |
10/19/2024 | Hardin Capital Partners LLC | 3,571 | $217K | 0.1% | N/A | 0.003% | |
10/16/2024 | MN Wealth Advisors LLC | 21,636 | $1.35M | 0.8% | -3.2% | 0.017% | |
10/11/2024 | Creative Planning | 4,868 | $303K | 0.0% | -4.4% | 0.004% | |
10/11/2024 | Sapient Capital LLC | 5,286 | $330K | 0.0% | -44.7% | 0.004% | |
10/10/2024 | First Affirmative Financial Network | 17,597 | $1.10M | 0.6% | N/A | 0.013% | |
10/8/2024 | CWM LLC | 1,896 | $118K | 0.0% | -13.5% | 0.001% | |
10/8/2024 | Marquette Asset Management LLC | 497 | $31K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 35,994 | $2.12M | 0.0% | +280.6% | 0.027% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 8,058 | $474K | 0.0% | +80.3% | 0.006% | |
8/16/2024 | Creative Planning | 5,093 | $300K | 0.0% | +3.8% | 0.004% | |
8/12/2024 | Blair William & Co. IL | 23,165 | $1.36M | 0.0% | -17.2% | 0.018% | |
8/12/2024 | Argent Trust Co | 5,528 | $325K | 0.0% | +20.6% | 0.004% | |
8/9/2024 | Arvest Trust Co. N A | 323,704 | $19.06M | 1.1% | -2.1% | 0.247% | |
8/9/2024 | Brown Brothers Harriman & Co. | 999 | $59K | 0.0% | N/A | 0.001% | |
8/9/2024 | Breakwater Investment Management | 11,570 | $681K | 0.3% | +2.9% | 0.009% | |
8/8/2024 | Envestnet Asset Management Inc. | 82,725 | $4.87M | 0.0% | +552.0% | 0.063% | |
8/8/2024 | Wealthspire Advisors LLC | 53,280 | $3.14M | 0.0% | +0.6% | 0.041% | |
8/8/2024 | BOKF NA | 2,138 | $126K | 0.0% | N/A | 0.002% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 114,791 | $6.76M | 0.5% | +10.7% | 0.088% | |
8/7/2024 | Choreo LLC | 17,087 | $1.01M | 0.0% | N/A | 0.013% | |
8/6/2024 | Cullen Frost Bankers Inc. | 1,512 | $89K | 0.0% | N/A | 0.001% | |
8/2/2024 | Founders Financial Securities LLC | 34,109 | $2.01M | 0.2% | N/A | 0.026% | |
7/31/2024 | Commonwealth Equity Services LLC | 7,375 | $434K | 0.0% | +5.2% | 0.006% | |
7/30/2024 | Atlas Capital Advisors LLC | 40,732 | $2.40M | 0.3% | +65.5% | 0.031% | |
7/26/2024 | Bank of New York Mellon Corp | 136,747 | $8.05M | 0.0% | +1,362.8% | 0.104% | |
7/24/2024 | MN Wealth Advisors LLC | 22,353 | $1.32M | 0.8% | -8.2% | 0.017% | |
7/19/2024 | Central Bank & Trust Co. | 4,572 | $269K | 0.0% | N/A | 0.003% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 17,104 | $1.01M | 0.0% | N/A | 0.013% | |
7/15/2024 | Sapient Capital LLC | 9,553 | $562K | 0.0% | -6.8% | 0.007% | |
7/13/2024 | Mechanics Bank Trust Department | 6,969 | $410K | 0.1% | -17.7% | 0.005% | |
7/10/2024 | CWM LLC | 2,193 | $129K | 0.0% | +677.7% | 0.002% | |
5/24/2024 | Cetera Advisors LLC | 3,701 | $220K | 0.0% | -61.1% | 0.003% | |
Why Buffett, Bezos, & Congress Are Piling Into This One Sector (Ad) Why are Warren Buffett, Jeff Bezos, Michael Bloomberg, “The Walmart Family”, Bill Gates, and 48 members of Congress shifting their stocks in a frenzy?
And why are they all piling into ONE unique corner of the market… Click here for the details |
5/17/2024 | Comerica Bank | 19,986 | $1.19M | 0.0% | -49.6% | 0.015% | |
5/16/2024 | Jane Street Group LLC | 813,865 | $48.34M | 0.0% | N/A | 0.621% | |
5/14/2024 | OLD Mission Capital LLC | 618,331 | $36.73M | 0.6% | +503.1% | 0.472% | |
5/14/2024 | Lake Street Advisors Group LLC | 53,726 | $3.19M | 0.1% | N/A | 0.041% | |
5/10/2024 | JPMorgan Chase & Co. | 107,252,184 | $6.37B | 0.5% | +18.6% | 81.841% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 103,686 | $6.16M | 0.4% | -1.6% | 0.079% | |
5/9/2024 | Blair William & Co. IL | 27,975 | $1.66M | 0.0% | +1.3% | 0.021% | |
5/8/2024 | US Bancorp DE | 13,072 | $776K | 0.0% | +354.7% | 0.010% | |
5/7/2024 | Wealthspire Advisors LLC | 52,936 | $3.14M | 0.0% | -0.6% | 0.040% | |
5/6/2024 | Custos Family Office LLC | 6,862 | $408K | 0.2% | -9.0% | 0.005% | |
5/2/2024 | Greenwood Capital Associates LLC | 72,580 | $4.31M | 0.6% | N/A | 0.055% | |
4/30/2024 | MN Wealth Advisors LLC | 24,355 | $1.45M | 0.9% | -2.3% | 0.019% | |
4/23/2024 | Sapient Capital LLC | 10,248 | $609K | 0.0% | -23.6% | 0.008% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 2,697,749 | $160.25M | 2.1% | +19.0% | 2.059% | |
3/22/2024 | Cooksen Wealth LLC | 3,375 | $191K | 0.2% | N/A | 0.003% | |
2/26/2024 | Syon Capital LLC | 4,037 | $228K | 0.0% | N/A | 0.003% | |
2/13/2024 | CIBC Private Wealth Group LLC | 12,255 | $694K | 0.0% | N/A | 0.010% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 105,346 | $5.96M | 0.5% | +17.0% | 0.085% | |
2/9/2024 | Seven Mile Advisory | 4,640 | $263K | 0.2% | +8.1% | 0.004% | |
2/8/2024 | Beacon Pointe Advisors LLC | 46,137 | $2.61M | 0.0% | N/A | 0.037% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 23,758 | $1.34M | 0.0% | N/A | 0.019% | |
2/7/2024 | Principal Securities Inc. | 861 | $49K | 0.0% | N/A | 0.001% | |
2/7/2024 | Wealthspire Advisors LLC | 53,271 | $3.02M | 0.0% | +32.1% | 0.043% | |
2/6/2024 | Lincoln National Corp | 14,864 | $841K | 0.0% | +21.4% | 0.012% | |
2/6/2024 | Sapient Capital LLC | 13,422 | $760K | 0.0% | N/A | 0.011% | |
2/5/2024 | Brandywine Oak Private Wealth LLC | 39,706 | $2.25M | 0.2% | -4.2% | 0.032% | |
2/5/2024 | Kestra Private Wealth Services LLC | 4,951 | $280K | 0.0% | +25.2% | 0.004% | |
2/2/2024 | Syon Capital LLC | 4,037 | $228K | 0.0% | N/A | 0.003% | |
2/2/2024 | Atria Wealth Solutions Inc. | 17,856 | $1.01M | 0.0% | +26.6% | 0.014% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,672 | $95K | 0.1% | N/A | 0.001% | |
1/31/2024 | Colton Groome Financial Advisors LLC | 4,905 | $278K | 0.1% | N/A | 0.004% | |
1/31/2024 | AIA Group Ltd | 97,170 | $5.50M | 0.2% | -29.8% | 0.079% | |
1/29/2024 | Sapient Capital LLC | 13,422 | $760K | 0.0% | N/A | 0.011% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 2,556 | $145K | 0.0% | N/A | 0.002% | |
1/25/2024 | International Assets Investment Management LLC | 6,115 | $346K | 0.0% | N/A | 0.005% | |
1/24/2024 | Arvest Trust Co. N A | 332,012 | $18.79M | 1.1% | -0.8% | 0.269% | |
1/24/2024 | International Assets Investment Management LLC | 346,048 | $19.58M | 0.0% | N/A | 0.281% | |
1/23/2024 | Webster Bank N. A. | 462 | $26K | 0.0% | N/A | 0.000% | |
1/18/2024 | Global Retirement Partners LLC | 560 | $31K | 0.0% | N/A | 0.000% | |
1/16/2024 | Custos Family Office LLC | 7,539 | $427K | 0.2% | -7.2% | 0.006% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 1,861 | $105K | 0.0% | -57.3% | 0.002% | |
11/15/2023 | JPMorgan Chase & Co. | 85,377,387 | $4.34B | 0.5% | -29.8% | 69.216% | |
11/15/2023 | Lake Street Advisors Group LLC | 51,913 | $2.64M | 0.2% | -14.7% | 0.042% | |
11/14/2023 | Seven Mile Advisory | 4,292 | $218K | 0.2% | N/A | 0.003% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 1,642 | $83K | 0.0% | +21.2% | 0.001% | |
11/14/2023 | Operose Advisors LLC | 3,839 | $195K | 0.1% | N/A | 0.003% | |
11/14/2023 | PGIM Custom Harvest LLC | 63,885 | $3.25M | 0.1% | -10.8% | 0.052% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 2,078 | $106K | 0.0% | N/A | 0.002% | |
11/13/2023 | LPL Financial LLC | 75,616 | $3.84M | 0.0% | -11.9% | 0.061% | |
11/13/2023 | PNC Financial Services Group Inc. | 4,554 | $231K | 0.0% | -34.6% | 0.004% | |
Why Buffett, Bezos, & Congress Are Piling Into This One Sector (Ad) Why are Warren Buffett, Jeff Bezos, Michael Bloomberg, “The Walmart Family”, Bill Gates, and 48 members of Congress shifting their stocks in a frenzy?
And why are they all piling into ONE unique corner of the market… Click here for the details |
11/9/2023 | Blair William & Co. IL | 22,368 | $1.14M | 0.0% | +26.1% | 0.018% | |
11/9/2023 | UBS Group AG | 56,852 | $2.89M | 0.0% | +18.6% | 0.046% | |
11/8/2023 | HighTower Advisors LLC | 10,836 | $552K | 0.0% | +66.8% | 0.009% | |
11/8/2023 | Atria Wealth Solutions Inc. | 14,106 | $717K | 0.0% | -3.7% | 0.011% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 90,060 | $4.58M | 0.4% | +1.5% | 0.073% | |
11/8/2023 | Kestra Private Wealth Services LLC | 3,956 | $201K | 0.0% | -5.9% | 0.003% | |
11/7/2023 | Merit Financial Group LLC | 45,997 | $2.34M | 0.1% | +11.2% | 0.037% | |
11/6/2023 | Lincoln National Corp | 12,247 | $623K | 0.0% | +15.1% | 0.010% | |
11/1/2023 | Orion Portfolio Solutions LLC | 10,695 | $544K | 0.0% | -40.7% | 0.009% | |
10/31/2023 | Fifth Third Bancorp | 2,621 | $133K | 0.0% | +54.0% | 0.002% | |