11/15/2024 | Stifel Financial Corp | 53,902 | $1.89M | 0.0% | +0.9% | 0.765% | |
11/14/2024 | Rockefeller Capital Management L.P. | 19,736 | $692K | 0.0% | -3.5% | 0.280% | |
11/8/2024 | First Horizon Advisors Inc. | 2,200 | $77K | 0.0% | N/A | 0.031% | |
11/6/2024 | Mengis Capital Management Inc. | 22,720 | $796K | 0.2% | +11.6% | 0.322% | |
11/1/2024 | Source Financial Advisors LLC | 15,491 | $543K | 0.2% | -5.6% | 0.220% | |
10/31/2024 | JNBA Financial Advisors | 39,870 | $1.40M | 0.1% | -47.3% | 0.566% | |
|
10/29/2024 | Janney Montgomery Scott LLC | 207,341 | $7.27M | 0.0% | -2.4% | 2.941% | |
10/18/2024 | Raymond James & Associates | 803,506 | $28.16M | 0.0% | -1.0% | 11.397% | |
10/11/2024 | Kathleen S. Wright Associates Inc. | 34,782 | $1.22M | 0.5% | -14.6% | 0.493% | |
10/10/2024 | Koshinski Asset Management Inc. | 19,788 | $693K | 0.1% | -4.7% | 0.281% | |
9/20/2024 | Anchor Investment Management LLC | 4,040 | $127K | 0.0% | -55.3% | 0.057% | |
8/30/2024 | Creekside Partners | 11,967 | $375K | 0.2% | N/A | 0.170% | |
8/28/2024 | RiverFront Investment Group LLC | 1,229,731 | $38.55M | 1.0% | +9.3% | 17.443% | |
8/21/2024 | Truist Financial Corp | 48,067 | $1.51M | 0.0% | +0.9% | 0.682% | |
8/14/2024 | Treynor Bancshares Inc. | 19,361 | $607K | 0.6% | -69.4% | 0.275% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,767,010 | $55.40M | 0.0% | +2.4% | 25.064% | |
8/6/2024 | First Foundation Advisors | 52,130 | $1.63M | 0.1% | -9.2% | 0.739% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 18,649 | $585K | 0.0% | N/A | 0.265% | |
7/19/2024 | Raymond James & Associates | 811,674 | $25.45M | 0.0% | +3.5% | 11.513% | |
7/16/2024 | BCS Wealth Management | 17,844 | $559K | 0.3% | +3.8% | 0.253% | |
7/15/2024 | Lionsbridge Wealth Management LLC | 21,850 | $685K | 0.5% | N/A | 0.310% | |
7/2/2024 | Marcum Wealth LLC | 14,165 | $444K | 0.0% | -2.5% | 0.201% | |
5/17/2024 | Comerica Bank | 10,190 | $317K | 0.0% | +155.6% | 0.145% | |
5/10/2024 | First Foundation Advisors | 57,385 | $1.79M | 0.1% | +0.9% | 0.814% | |
5/2/2024 | RiverFront Investment Group LLC | 1,125,173 | $35.01M | 1.0% | +12.0% | 15.960% | |
5/1/2024 | Janney Montgomery Scott LLC | 224,977 | $7.00M | 0.0% | +1.5% | 3.191% | |
5/1/2024 | Source Financial Advisors LLC | 16,225 | $505K | 0.2% | -44.4% | 0.230% | |
4/26/2024 | JNBA Financial Advisors | 79,165 | $2.46M | 0.3% | -13.3% | 1.123% | |
4/22/2024 | Raymond James & Associates | 784,533 | $24.41M | 0.0% | +2.8% | 11.128% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 43,419 | $1.35M | 0.6% | -4.0% | 0.616% | |
4/10/2024 | Marcum Wealth LLC | 14,535 | $452K | 0.0% | +13.0% | 0.191% | |
2/12/2024 | Boston Family Office LLC | 10,485 | $327K | 0.0% | -23.6% | 0.138% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 32,099 | $1M | 0.0% | -56.7% | 0.422% | |
2/8/2024 | Financial Advocates Investment Management | 6,864 | $214K | 0.0% | N/A | 0.090% | |
2/8/2024 | FCA Corp TX | 33,866 | $1.06M | 0.4% | N/A | 0.446% | |
2/8/2024 | Janney Montgomery Scott LLC | 221,679 | $6.90M | 0.0% | +1.3% | 2.917% | |
2/8/2024 | JNBA Financial Advisors | 91,334 | $2.84M | 0.3% | -6.7% | 1.202% | |
2/5/2024 | RiverFront Investment Group LLC | 1,004,666 | $31.29M | 1.0% | +2.5% | 13.219% | |
2/2/2024 | Truist Financial Corp | 65,132 | $2.03M | 0.0% | -15.6% | 0.857% | |
2/1/2024 | Kathleen S. Wright Associates Inc. | 45,222 | $1.41M | 0.7% | +5.6% | 0.595% | |
Trump won. Buy this coin now. (Ad) Juan Villaverde called the top and bottom of every crypto bull market since 2012.
He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. This could be his favorite coin. |
1/18/2024 | Planned Solutions Inc. | 38,124 | $1.19M | 0.6% | N/A | 0.502% | |
1/16/2024 | Raymond James & Associates | 762,894 | $23.76M | 0.0% | -4.9% | 10.038% | |
1/16/2024 | Lionsbridge Wealth Management LLC | 24,844 | $774K | 0.6% | +1.9% | 0.327% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 18,925 | $575K | 0.1% | +22.0% | 0.249% | |
1/11/2024 | BCS Wealth Management | 17,047 | $531K | 0.2% | +5.9% | 0.224% | |
1/11/2024 | Source Financial Advisors LLC | 29,186 | $909K | 0.3% | -2.2% | 0.384% | |
1/10/2024 | Marcum Wealth LLC | 12,861 | $400K | 0.0% | -19.3% | 0.169% | |
1/2/2024 | Anchor Investment Management LLC | 8,630 | $269K | 0.0% | N/A | 0.114% | |
11/16/2023 | First Foundation Advisors | 48,993 | $1.46M | 0.1% | +180.6% | 0.645% | |
11/13/2023 | LPL Financial LLC | 272,537 | $8.13M | 0.0% | +15.7% | 3.586% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,742,342 | $51.98M | 0.0% | +166.1% | 22.926% | |
11/8/2023 | Sequoia Financial Advisors LLC | 8,656 | $258K | 0.0% | -26.4% | 0.114% | |
11/8/2023 | Janney Montgomery Scott LLC | 218,757 | $6.53M | 0.0% | -3.2% | 2.878% | |
11/7/2023 | RiverFront Investment Group LLC | 980,383 | $29.25M | 1.0% | +3.4% | 12.900% | |
11/7/2023 | Atlas Wealth LLC | 8,497 | $254K | 0.0% | -6.9% | 0.112% | |
11/6/2023 | Sterling Investment Advisors Ltd. | 7,350 | $219K | 0.1% | N/A | 0.097% | |
11/6/2023 | Leelyn Smith LLC | 7,696 | $230K | 0.1% | +9.8% | 0.101% | |
11/2/2023 | JNBA Financial Advisors | 97,908 | $2.92M | 0.4% | -4.7% | 1.288% | |
10/26/2023 | Source Financial Advisors LLC | 29,829 | $890K | 0.3% | +2.2% | 0.392% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,232 | $335K | 0.0% | -62.4% | 0.148% | |
10/24/2023 | Raymond James & Associates | 802,038 | $23.93M | 0.0% | +1.2% | 10.553% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 14,059 | $419K | 0.0% | +19.3% | 0.185% | |
10/23/2023 | Kathleen S. Wright Associates Inc. | 42,811 | $1.28M | 0.7% | -4.7% | 0.563% | |
10/18/2023 | Koshinski Asset Management Inc. | 21,952 | $655K | 0.1% | -5.3% | 0.289% | |
10/12/2023 | IFP Advisors Inc | 1,570 | $47K | 0.0% | +234.0% | 0.021% | |
10/12/2023 | BCS Wealth Management | 16,098 | $480K | 0.2% | +11.2% | 0.212% | |
10/10/2023 | Marcum Wealth LLC | 15,942 | $476K | 0.1% | -6.3% | 0.210% | |
8/14/2023 | Gallagher Fiduciary Advisors LLC | 10,338 | $328K | 0.0% | +5.1% | 0.136% | |
8/14/2023 | First Foundation Advisors | 17,461 | $554K | 0.0% | N/A | 0.230% | |
8/10/2023 | Osaic Holdings Inc. | 196,511 | $6.24M | 0.0% | -0.7% | 2.586% | |
8/10/2023 | GeoWealth Management LLC | 29,192 | $926K | 0.1% | -1.5% | 0.384% | |
8/10/2023 | Treynor Bancshares Inc. | 77,968 | $2.25M | 1.5% | +2.1% | 1.026% | |
8/4/2023 | Envestnet Asset Management Inc. | 654,730 | $20.78M | 0.0% | +0.3% | 8.615% | |
8/3/2023 | JNBA Financial Advisors | 102,730 | $3.26M | 0.4% | +23.9% | 1.352% | |
8/1/2023 | RiverFront Investment Group LLC | 948,294 | $30.09M | 1.0% | +12.8% | 12.478% | |
8/1/2023 | Truist Financial Corp | 72,996 | $2.32M | 0.0% | +0.8% | 0.960% | |
7/31/2023 | LPL Financial LLC | 235,528 | $7.47M | 0.0% | +11.9% | 3.099% | |
7/31/2023 | Lionsbridge Wealth Management LLC | 24,226 | $769K | 0.7% | -1.9% | 0.319% | |
7/28/2023 | Koshinski Asset Management Inc. | 23,177 | $735K | 0.1% | -2.3% | 0.329% | |
7/26/2023 | Janney Montgomery Scott LLC | 225,985 | $7.17M | 0.0% | -2.0% | 3.205% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 29,903 | $949K | 0.0% | N/A | 0.424% | |
7/25/2023 | Raymond James & Associates | 792,184 | $25.14M | 0.0% | +0.6% | 11.237% | |
7/24/2023 | Source Financial Advisors LLC | 29,192 | $926K | 0.3% | -1.5% | 0.414% | |
7/20/2023 | Kathleen S. Wright Associates Inc. | 44,919 | $1.43M | 0.9% | -11.7% | 0.637% | |
7/19/2023 | BCS Wealth Management | 14,476 | $459K | 0.3% | +11.7% | 0.205% | |
7/13/2023 | Marcum Wealth LLC | 17,013 | $540K | 0.1% | -2.4% | 0.241% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 11,788 | $374K | 0.0% | N/A | 0.167% | |
7/11/2023 | Planned Solutions Inc. | 37,264 | $1.18M | 0.7% | +7.7% | 0.529% | |
7/5/2023 | Cedar Brook Financial Partners LLC | 15,510 | $492K | 0.1% | -3.6% | 0.220% | |
5/12/2023 | GeoWealth Management LLC | 29,624 | $947K | 0.1% | N/A | 0.439% | |
Breaking News: Tesla headed to $500… (Ad) That headline hit late last night…and the rally has begun
Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla. So to claim your free digital copy today, simply follow this link and enter your email address. |
5/11/2023 | Envestnet Asset Management Inc. | 652,974 | $20.88M | 0.0% | N/A | 9.674% | |
5/10/2023 | LPL Financial LLC | 210,395 | $6.73M | 0.0% | +612.2% | 3.117% | |
5/9/2023 | Vestmark Advisory Solutions Inc. | 11,400 | $364K | 0.0% | N/A | 0.169% | |
5/9/2023 | Lionsbridge Wealth Management LLC | 24,686 | $789K | 0.7% | N/A | 0.366% | |
5/5/2023 | Truist Financial Corp | 72,401 | $2.32M | 0.0% | N/A | 1.073% | |
5/2/2023 | JNBA Financial Advisors | 82,943 | $2.65M | 0.3% | +4.9% | 1.229% | |
4/28/2023 | Janney Montgomery Scott LLC | 230,500 | $7.37M | 0.0% | N/A | 3.415% | |
4/25/2023 | Sequoia Financial Advisors LLC | 11,758 | $376K | 0.0% | N/A | 0.174% | |
4/24/2023 | Southern Farm Bureau Life Insurance | 314,273 | $10.02M | 1.7% | N/A | 4.656% | |
4/20/2023 | Source Financial Advisors LLC | 29,624 | $947K | 0.3% | N/A | 0.439% | |