1/21/2025 | Regatta Capital Group LLC | 18,551 | $921K | 0.2% | -29.5% | 0.022% | |
1/21/2025 | Cypress Point Wealth Management LLC | 13,226 | $656K | 0.2% | +4.8% | 0.016% | |
1/21/2025 | CFS Investment Advisory Services LLC | 4,704 | $233K | 0.0% | +5.9% | 0.006% | |
1/21/2025 | SJS Investment Consulting Inc. | 7,984 | $396K | 0.1% | -7.9% | 0.009% | |
1/21/2025 | Eclectic Associates Inc. ADV | 129,990 | $6.45M | 1.9% | -2.2% | 0.154% | |
1/17/2025 | Market Street Wealth Management Advisors LLC | 7,422 | $368K | 0.1% | -8.8% | 0.009% | |
1/17/2025 | Avior Wealth Management LLC | 31,203 | $1.55M | 0.1% | +665.5% | 0.037% | |
1/17/2025 | Mutual Advisors LLC | 4,929 | $245K | 0.0% | N/A | 0.006% | |
1/17/2025 | Janney Montgomery Scott LLC | 12,593 | $625K | 0.0% | -1.9% | 0.015% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 13,985 | $694K | 0.0% | -25.9% | 0.017% | |
|
1/17/2025 | Roberts Wealth Advisors LLC | 300,176 | $14.92M | 4.5% | +56.8% | 0.357% | |
1/17/2025 | Enclave Advisors LLC | 53,010 | $2.63M | 0.4% | -23.8% | 0.063% | |
1/17/2025 | Chesley Taft & Associates LLC | 59,166 | $2.94M | 0.1% | +4.1% | 0.070% | |
1/16/2025 | Aspiriant LLC | 35,190 | $1.75M | 0.1% | +0.7% | 0.042% | |
1/16/2025 | Mountain Pacific Investment Advisers LLC | 55,648 | $2.76M | 0.2% | -9.6% | 0.066% | |
1/16/2025 | Zhang Financial LLC | 4,918 | $244K | 0.0% | N/A | 0.006% | |
1/16/2025 | Global Wealth Management LLC | 270,124 | $13.40M | 8.6% | -6.7% | 0.321% | |
1/16/2025 | Evanson Asset Management LLC | 17,300 | $858K | 0.1% | -3.4% | 0.021% | |
1/16/2025 | Clarius Group LLC | 30,122 | $1.50M | 0.1% | +17.9% | 0.036% | |
1/15/2025 | Financial Management Professionals Inc. | 3,812 | $189K | 0.0% | -98.5% | 0.005% | |
1/15/2025 | TruWealth Advisors LLC | 164,030 | $8.14M | 0.5% | +13.1% | 0.195% | |
1/15/2025 | Ameritas Advisory Services LLC | 21,847 | $1.08M | 0.0% | -72.4% | 0.026% | |
1/15/2025 | HB Wealth Management LLC | 39,749 | $1.97M | 0.0% | +16.0% | 0.047% | |
1/14/2025 | Lakewood Asset Management LLC | 13,382 | $664K | 0.5% | +2.6% | 0.016% | |
1/14/2025 | SignalPoint Asset Management LLC | 6,992 | $347K | 0.1% | -38.9% | 0.008% | |
1/14/2025 | Websterrogers Financial Advisors LLC | 132,640 | $6.58M | 2.3% | +2.3% | 0.158% | |
1/14/2025 | Roble Belko & Company Inc | 38,790 | $1.93M | 0.3% | -3.3% | 0.046% | |
1/14/2025 | Apella Capital LLC | 168,224 | $8.35M | 0.3% | +47.9% | 0.200% | |
1/14/2025 | Founders Grove Wealth Partners LLC | 180,904 | $8.98M | 2.6% | N/A | 0.215% | |
1/14/2025 | Kathmere Capital Management LLC | 111,676 | $5.54M | 0.5% | +38.5% | 0.133% | |
1/14/2025 | Fortis Advisors LLC | 355,798 | $17.66M | 11.6% | +0.5% | 0.423% | |
1/14/2025 | GSG Advisors LLC | 8,648 | $429K | 0.1% | -26.4% | 0.010% | |
1/13/2025 | Christensen King & Associates Investment Services Inc. | 9,094 | $451K | 0.2% | +5.9% | 0.011% | |
1/13/2025 | Exeter Financial LLC | 13,896 | $690K | 0.3% | +24.5% | 0.017% | |
1/13/2025 | Salem Investment Counselors Inc. | 75,851 | $3.76M | 0.1% | +3.7% | 0.090% | |
1/13/2025 | New Capital Management LP | 39,460 | $1.96M | 0.6% | -0.7% | 0.047% | |
1/10/2025 | HBW Advisory Services LLC | 38,442 | $1.91M | 0.3% | +3.6% | 0.046% | |
1/10/2025 | CJM Wealth Advisers Ltd. | 15,112 | $750K | 0.3% | N/A | 0.018% | |
1/7/2025 | Bath Savings Trust Co | 6,400 | $318K | 0.0% | +4.1% | 0.008% | |
1/6/2025 | Kings Path Partners LLC | 6,354 | $315K | 0.1% | -88.3% | 0.008% | |
Do this Before Elon’s Reveal on January 29th (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
1/6/2025 | CWA Asset Management Group LLC | 10,101 | $501K | 0.0% | N/A | 0.012% | |
12/26/2024 | JPMorgan Chase & Co. | 18,913,851 | $944.56M | 0.1% | +9.2% | 22.476% | |
11/26/2024 | Peapack Gladstone Financial Corp | 16,800 | $839K | 0.0% | -29.1% | 0.020% | |
11/25/2024 | Sanctuary Advisors LLC | 32,925 | $1.64M | 0.0% | -3.0% | 0.039% | |
11/19/2024 | Ballentine Capital Advisors Inc | 19,686 | $983K | 0.5% | -23.5% | 0.023% | |
11/15/2024 | MML Investors Services LLC | 80,595 | $4.03M | 0.0% | +4.3% | 0.096% | |
11/15/2024 | Pacific Center for Financial Services | 797,536 | $39.83M | 10.5% | +2.6% | 0.948% | |
11/15/2024 | Orion Portfolio Solutions LLC | 12,010 | $600K | 0.0% | +87.4% | 0.014% | |
11/15/2024 | Jane Street Group LLC | 24,359 | $1.22M | 0.0% | N/A | 0.029% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 7,000 | $350K | 0.0% | N/A | 0.008% | |
11/15/2024 | WESCAP Management Group Inc. | 20,604 | $1.03M | 0.3% | -14.9% | 0.024% | |
11/15/2024 | Stifel Financial Corp | 277,268 | $13.85M | 0.0% | -0.1% | 0.329% | |
11/15/2024 | Red Wave Investments LLC | 563,216 | $28.13M | 9.8% | +22.6% | 0.669% | |
11/15/2024 | Integrated Wealth Concepts LLC | 70,343 | $3.51M | 0.0% | +1.5% | 0.084% | |
11/15/2024 | HighTower Advisors LLC | 550,461 | $27.47M | 0.0% | +32.4% | 0.654% | |
11/15/2024 | Benjamin Edwards Inc. | 18,731 | $935K | 0.0% | N/A | 0.022% | |
11/14/2024 | Kitching Partners LLC | 190,891 | $9.53M | 12.8% | +226.1% | 0.227% | |
11/14/2024 | Flow Traders U.S. LLC | 248,235 | $12.40M | 0.6% | -51.1% | 0.295% | |
11/14/2024 | Rockefeller Capital Management L.P. | 34,508 | $1.72M | 0.0% | -8.8% | 0.041% | |
11/14/2024 | CWS Financial Advisors LLC | 43,054 | $2.15M | 0.8% | +57.6% | 0.051% | |
11/13/2024 | Townsquare Capital LLC | 5,486 | $274K | 0.0% | N/A | 0.007% | |
11/13/2024 | Bank of Montreal Can | 143,524 | $7.17M | 0.0% | -3.4% | 0.171% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 174,133 | $8.70M | 0.1% | -42.1% | 0.207% | |
11/12/2024 | Cahill Financial Advisors Inc. | 35,395 | $1.77M | 0.2% | -3.0% | 0.042% | |
11/12/2024 | Pitcairn Co. | 90,189 | $4.50M | 0.3% | N/A | 0.107% | |
11/8/2024 | Grant Street Asset Management Inc. | 8,624 | $431K | 0.1% | -55.2% | 0.010% | |
11/8/2024 | Kraft Davis & Associates LLC | 11,806 | $588K | 0.2% | -78.5% | 0.014% | |
11/7/2024 | Fortis Advisors LLC | 353,995 | $17.68M | 11.5% | -8.9% | 0.421% | |
11/7/2024 | Wharton Business Group LLC | 1,480,684 | $73.95M | 3.3% | +1.4% | 1.760% | |
11/7/2024 | Colony Family Offices LLC | 363,011 | $18.13M | 5.6% | -55.9% | 0.431% | |
11/7/2024 | Equity Investment Corp | 50,551 | $2.53M | 0.1% | -2.5% | 0.060% | |
11/7/2024 | Planning Directions Inc. | 23,920 | $1.20M | 0.7% | -44.3% | 0.028% | |
11/6/2024 | OneDigital Investment Advisors LLC | 78,627 | $3.93M | 0.0% | +16.3% | 0.093% | |
11/6/2024 | SAM Advisors LLC | 7,082 | $354K | 0.1% | -34.5% | 0.008% | |
11/6/2024 | Summit Asset Management LLC | 7,630 | $381K | 0.1% | -40.5% | 0.009% | |
11/6/2024 | Peak Asset Management LLC | 12,662 | $632K | 0.1% | -5.6% | 0.015% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 6,627 | $331K | 0.0% | -14.6% | 0.008% | |
11/5/2024 | Compass Financial Group Inc. | 40,709 | $2.03M | 0.9% | +2.2% | 0.048% | |
11/5/2024 | Northwest Wealth Management LLC | 28,089 | $1.40M | 0.3% | -5.8% | 0.033% | |
11/4/2024 | HTG Investment Advisors Inc. | 66,227 | $3.31M | 1.6% | +11.5% | 0.079% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 279,443 | $13.96M | 0.3% | -0.1% | 0.332% | |
11/1/2024 | GSG Advisors LLC | 11,750 | $585K | 0.2% | -15.2% | 0.014% | |
11/1/2024 | Cypress Point Wealth Management LLC | 12,620 | $630K | 0.2% | -7.0% | 0.015% | |
11/1/2024 | Verus Financial Partners Inc. | 26,721 | $1.33M | 0.1% | -3.8% | 0.032% | |
10/31/2024 | MontVue Capital Management Inc. | 39,072 | $1.95M | 1.5% | -4.9% | 0.046% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 36,127 | $1.80M | 0.1% | -43.7% | 0.043% | |
10/30/2024 | Ameritas Advisory Services LLC | 79,195 | $3.96M | 0.2% | +3.5% | 0.094% | |
10/30/2024 | Capital Investment Services of America Inc. | 62,385 | $3.12M | 0.3% | +6.7% | 0.074% | |
10/30/2024 | Leeward Financial Partners LLC | 25,077 | $1.25M | 0.5% | -17.7% | 0.030% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 68,406 | $3.42M | 1.4% | +10.5% | 0.081% | |
Do this Before Elon’s Reveal on January 29th (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
10/30/2024 | Klingenstein Fields & Co. LP | 20,539 | $1.03M | 0.0% | +6.8% | 0.024% | |
10/29/2024 | Nvwm LLC | 151,124 | $7.55M | 1.9% | -0.6% | 0.180% | |
10/29/2024 | Acute Investment Advisory LLC | 544,758 | $27.21M | 15.6% | -1.7% | 0.647% | |
10/29/2024 | Latitude Advisors LLC | 13,288 | $664K | 0.4% | +1.7% | 0.016% | |
10/29/2024 | Chicago Partners Investment Group LLC | 60,973 | $3.04M | 0.1% | -43.5% | 0.072% | |
10/29/2024 | Farther Finance Advisors LLC | 6,427 | $321K | 0.0% | +2,139.4% | 0.008% | |
10/28/2024 | Lowe Brockenbrough & Co. Inc. | 221,673 | $11.07M | 0.7% | +27.0% | 0.263% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 17,577 | $878K | 0.0% | -5.4% | 0.021% | |
10/28/2024 | Fonville Wealth Management LLC | 289,248 | $14.45M | 5.0% | +9.2% | 0.344% | |
10/28/2024 | Lebenthal Global Advisors LLC | 24,277 | $1.21M | 0.2% | +1.4% | 0.029% | |