11/18/2024 | Rehmann Capital Advisory Group | 23,976 | $697K | 0.0% | +7.1% | 0.036% | |
11/18/2024 | RB Capital Management LLC | 14,402 | $419K | 0.1% | +76.9% | 0.021% | |
11/15/2024 | Abel Hall LLC | 133,507 | $3.88M | 2.5% | +1.9% | 0.199% | |
11/15/2024 | LRI Investments LLC | 478,275 | $12.79M | 1.1% | +2.7% | 0.712% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 78,854 | $2.29M | 0.8% | +5.2% | 0.117% | |
11/15/2024 | MML Investors Services LLC | 53,404 | $1.55M | 0.0% | +2.2% | 0.079% | |
|
11/15/2024 | Orion Portfolio Solutions LLC | 17,519 | $509K | 0.0% | -5.9% | 0.026% | |
11/15/2024 | Jane Street Group LLC | 1,146,584 | $33.32M | 0.0% | +41.3% | 1.706% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 622,270 | $17.93M | 0.1% | N/A | 0.926% | |
11/15/2024 | HighTower Advisors LLC | 1,188,328 | $34.52M | 0.0% | +0.9% | 1.768% | |
11/15/2024 | Hill Investment Group Partners LLC | 369,003 | $9.95M | 1.4% | +3.9% | 0.549% | |
11/15/2024 | Hilltop Holdings Inc. | 68,387 | $1.99M | 0.1% | +1.0% | 0.102% | |
11/13/2024 | FMR LLC | 883 | $26K | 0.0% | +88,200.0% | 0.001% | |
11/13/2024 | Bank of Montreal Can | 678,257 | $19.68M | 0.0% | +5.0% | 1.009% | |
11/12/2024 | Cerity Partners LLC | 771,928 | $22.43M | 0.0% | +11.5% | 1.149% | |
11/12/2024 | Keyes Stange & Wooten Wealth Management LLC | 280,779 | $8.16M | 4.8% | +1.3% | 0.418% | |
11/12/2024 | Nwam LLC | 66,567 | $1.93M | 0.1% | N/A | 0.099% | |
11/12/2024 | Studio Investment Management LLC | 5,852 | $170K | 0.0% | +54.8% | 0.009% | |
11/12/2024 | Altiora Financial Group LLC | 36,527 | $1.06M | 0.2% | +9.8% | 0.054% | |
11/8/2024 | Avior Wealth Management LLC | 55,155 | $1.60M | 0.1% | +4.5% | 0.082% | |
11/8/2024 | Yardley Wealth Management LLC | 261,541 | $7.60M | 4.5% | N/A | 0.389% | |
11/8/2024 | Equita Financial Network Inc. | 404,270 | $11.75M | 4.3% | +11.6% | 0.602% | |
11/8/2024 | BIP Wealth LLC | 8,780 | $255K | 0.0% | N/A | 0.013% | |
11/7/2024 | Pathstone Holdings LLC | 257,147 | $7.47M | 0.0% | -1.1% | 0.383% | |
11/7/2024 | Aviance Capital Partners LLC | 81,056 | $2.36M | 0.3% | +11.0% | 0.121% | |
11/7/2024 | MB Generational Wealth LLC | 460,250 | $13.38M | 9.6% | +0.5% | 0.685% | |
11/7/2024 | Phillips Financial Management LLC | 26,134 | $759K | 0.1% | +6.7% | 0.039% | |
11/6/2024 | Squire Investment Management Company LLC | 121,936 | $3.54M | 1.7% | +23.2% | 0.181% | |
11/6/2024 | OneDigital Investment Advisors LLC | 52,673 | $1.53M | 0.0% | +2.1% | 0.078% | |
11/6/2024 | Dopkins Wealth Management LLC | 7,253 | $211K | 0.2% | -41.9% | 0.011% | |
11/5/2024 | Hassell Wealth Management LLC | 272,817 | $7.48M | 3.1% | +9.9% | 0.406% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,131 | $33K | 0.0% | +565.3% | 0.002% | |
11/5/2024 | Vestia Personal Wealth Advisors | 42,990 | $1.25M | 1.0% | +3.3% | 0.064% | |
11/5/2024 | Northwest Wealth Management LLC | 111,132 | $3.23M | 0.8% | +14.2% | 0.165% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 142,950 | $4.15M | 3.5% | N/A | 0.213% | |
11/4/2024 | Disciplined Investments LLC | 17,829 | $518K | 0.3% | +5.0% | 0.027% | |
11/4/2024 | Del Sette Capital Management LLC | 195,171 | $5.67M | 4.4% | -13.2% | 0.290% | |
11/4/2024 | Liberty Wealth Management LLC | 182,716 | $5.31M | 0.9% | -39.0% | 0.272% | |
11/2/2024 | Retirement Solution LLC | 151,377 | $4.40M | 1.1% | -1.5% | 0.225% | |
11/1/2024 | Tillman Hartley LLC | 107,612 | $3.13M | 0.9% | +2.4% | 0.160% | |
We recommended Palantir in 2021, now we’re recommending this... (Ad) My research indicates there is only one investment that can meet AI's unprecedented demand for energy. Click to get the name and ticker symbol |
11/1/2024 | Rather & Kittrell Inc. | 383,990 | $11.16M | 2.7% | +9.4% | 0.571% | |
11/1/2024 | Physician Wealth Solutions Inc. | 286,580 | $7.89M | 3.9% | +19.1% | 0.426% | |
11/1/2024 | Capital Performance Advisors LLP | 25,058 | $728K | 0.2% | +124.4% | 0.037% | |
10/31/2024 | Hara Capital LLC | 8,672 | $252K | 0.2% | -5.4% | 0.013% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 45,948 | $1.34M | 0.9% | +31.9% | 0.068% | |
10/29/2024 | Forum Financial Management LP | 6,210,552 | $180.48M | 3.0% | +3.1% | 9.242% | |
10/29/2024 | Private Wealth Management Group LLC | 363,134 | $10.55M | 4.2% | -3.3% | 0.540% | |
10/29/2024 | Angeles Wealth Management LLC | 1,391 | $40K | 0.0% | -52.9% | 0.002% | |
10/29/2024 | Janney Montgomery Scott LLC | 28,902 | $840K | 0.0% | +10.7% | 0.043% | |
10/29/2024 | Clear Creek Financial Management LLC | 50,291 | $1.46M | 0.2% | +22.8% | 0.075% | |
10/29/2024 | Chicago Partners Investment Group LLC | 209,694 | $5.80M | 0.2% | +0.3% | 0.312% | |
10/29/2024 | Farther Finance Advisors LLC | 18,411 | $535K | 0.0% | +432.4% | 0.027% | |
10/29/2024 | Oceanside Advisors LLC | 30,853 | $897K | 0.7% | +2.1% | 0.046% | |
10/28/2024 | Pacific Sage Partners LLC | 252,289 | $7.33M | 1.7% | +6.0% | 0.375% | |
10/25/2024 | Seaside Wealth Management Inc. | 328,567 | $9.55M | 3.6% | +3.9% | 0.489% | |
10/25/2024 | PBMares Wealth Management LLC | 164,027 | $4.77M | 1.0% | +45.2% | 0.244% | |
10/25/2024 | Quarry Hill Advisors LLC | 89,593 | $2.60M | 1.7% | +1.9% | 0.133% | |
10/24/2024 | Fischer Investment Strategies LLC | 72,958 | $2.12M | 1.8% | +3.1% | 0.109% | |
10/24/2024 | Modera Wealth Management LLC | 74,626 | $2.17M | 0.0% | -3.4% | 0.111% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 468,153 | $13.61M | 0.0% | -28.3% | 0.697% | |
10/23/2024 | Allworth Financial LP | 68,197 | $1.98M | 0.0% | -3.1% | 0.101% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 49,164 | $1.43M | 0.4% | +2.7% | 0.073% | |
10/23/2024 | Index Fund Advisors Inc. | 424,833 | $12.35M | 0.7% | +17.6% | 0.632% | |
10/22/2024 | BetterWealth LLC | 183,973 | $5.35M | 1.6% | +0.9% | 0.274% | |
10/22/2024 | Ruedi Wealth Management Inc. | 115,198 | $3.35M | 1.1% | +9.0% | 0.171% | |
10/22/2024 | Lazari Capital Management Inc. | 20,079 | $583K | 0.2% | -4.9% | 0.030% | |
10/22/2024 | Liberty Capital Management Inc. | 40,306 | $1.17M | 0.3% | +3.2% | 0.060% | |
10/22/2024 | Maryland Capital Advisors Inc. | 54,122 | $1.57M | 0.8% | +2.6% | 0.081% | |
10/22/2024 | RCS Financial Planning LLC | 43,255 | $1.26M | 0.7% | -1.4% | 0.064% | |
10/22/2024 | Sequoia Financial Advisors LLC | 159,284 | $4.63M | 0.0% | +12.8% | 0.237% | |
10/21/2024 | Mattern Wealth Management LLC | 73,926 | $2.15M | 0.5% | +59.0% | 0.110% | |
10/21/2024 | Bayshore Asset Management LLC | 55,533 | $1.61M | 0.7% | +4.3% | 0.083% | |
10/21/2024 | Retirement Guys Formula LLC | 35,591 | $1.03M | 0.5% | +1.1% | 0.053% | |
10/21/2024 | Financial Symmetry Inc | 168,575 | $4.90M | 3.4% | +4.3% | 0.251% | |
10/21/2024 | Mills Wealth Advisors LLC | 112,998 | $3.28M | 2.3% | +4.7% | 0.168% | |
10/18/2024 | Integris Wealth Management LLC | 549,233 | $15.96M | 4.5% | +2.1% | 0.817% | |
10/18/2024 | Lam Group Inc. | 175,345 | $5.10M | 3.6% | -0.4% | 0.261% | |
10/18/2024 | Vannoy Advisory Group Inc. | 88,654 | $2.58M | 1.9% | -0.7% | 0.132% | |
10/18/2024 | Schubert & Co | 42,143 | $1.23M | 0.9% | +31.0% | 0.063% | |
10/18/2024 | Blue Trust Inc. | 35,591 | $958K | 0.0% | +7.0% | 0.053% | |
10/17/2024 | Sax Wealth Advisors LLC | 42,622 | $1.24M | 0.1% | +13.5% | 0.063% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 753,752 | $21.90M | 2.7% | -1.2% | 1.122% | |
10/16/2024 | Sensible Money LLC | 308,122 | $8.95M | 3.9% | +2.1% | 0.459% | |
10/16/2024 | Firethorn Wealth Partners LLC | 25,740 | $748K | 0.4% | -3.4% | 0.038% | |
10/16/2024 | Longview Financial Advisors Inc. | 47,151 | $1.37M | 1.3% | -0.8% | 0.070% | |
10/16/2024 | Asset Dedication LLC | 1,120,251 | $32.55M | 2.2% | +3.0% | 1.667% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 9,556 | $275K | 0.2% | -3.9% | 0.014% | |
10/15/2024 | von Borstel & Associates Inc. | 212,744 | $6.18M | 3.5% | N/A | 0.317% | |
10/12/2024 | Andrews Lucia Wealth Management LLC | 67,618 | $1.82M | 1.3% | +2.4% | 0.101% | |
10/11/2024 | Henrickson Nauta Wealth Advisors Inc. | 204,119 | $5.93M | 2.4% | +4.2% | 0.304% | |
We recommended Palantir in 2021, now we’re recommending this... (Ad) My research indicates there is only one investment that can meet AI's unprecedented demand for energy. Click to get the name and ticker symbol |
10/10/2024 | Ritholtz Wealth Management | 1,352,710 | $39.31M | 1.2% | +3.7% | 2.013% | |
10/10/2024 | Simplicity Wealth LLC | 52,981 | $1.54M | 0.1% | -76.9% | 0.079% | |
10/9/2024 | BWM Planning LLC | 152,248 | $4.42M | 2.0% | N/A | 0.227% | |
10/9/2024 | Grunden Financial Advisory Inc. | 69,193 | $2.01M | 1.0% | +0.7% | 0.103% | |
10/8/2024 | CWM LLC | 11,012 | $320K | 0.0% | -62.7% | 0.016% | |
10/8/2024 | Shearwater Capital LLC | 23,945 | $696K | 0.5% | +6.0% | 0.036% | |
10/8/2024 | Great Oak Capital Partners LLC | 350,682 | $10.09M | 3.5% | +22.2% | 0.522% | |
10/8/2024 | ShankerValleau Wealth Advisors Inc. | 106,957 | $3.11M | 1.1% | +8.6% | 0.159% | |
10/8/2024 | Evanson Asset Management LLC | 959,586 | $27.89M | 2.0% | +4.5% | 1.428% | |
10/7/2024 | Schoolcraft Capital LLC | 244,751 | $7.11M | 1.4% | +2.9% | 0.364% | |