12/6/2024 | Fidelity D & D Bancorp Inc. | 1,044,723 | $24.21M | 16.1% | +6.5% | 9.810% | |
11/15/2024 | MML Investors Services LLC | 29,075 | $674K | 0.0% | +92.1% | 0.273% | |
11/15/2024 | HighTower Advisors LLC | 89,916 | $2.09M | 0.0% | -3.0% | 0.844% | |
11/5/2024 | Harbour Investments Inc. | 18,016 | $417K | 0.0% | -2.8% | 0.169% | |
10/25/2024 | Hedeker Wealth LLC | 44,926 | $1.04M | 0.3% | +12.7% | 0.422% | |
10/23/2024 | SimpliFi Inc. | 31,681 | $734K | 0.3% | +1.4% | 0.297% | |
|
10/11/2024 | VitalStone Financial LLC | 50,504 | $1.17M | 0.8% | +25.0% | 0.474% | |
10/9/2024 | Marcum Wealth LLC | 902,599 | $20.91M | 1.9% | -1.4% | 8.475% | |
10/7/2024 | GAMMA Investing LLC | 2,794 | $65K | 0.0% | N/A | 0.026% | |
10/3/2024 | Park Avenue Securities LLC | 17,241 | $399K | 0.0% | -62.9% | 0.162% | |
8/22/2024 | Cetera Investment Advisers | 109,683 | $2.41M | 0.0% | +6.8% | 1.030% | |
8/8/2024 | Envestnet Asset Management Inc. | 341,989 | $7.53M | 0.0% | +22.3% | 3.211% | |
8/8/2024 | Sykon Capital LLC | 111,807 | $2.46M | 0.9% | +13.2% | 1.050% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 4,828 | $106K | 0.0% | N/A | 0.045% | |
8/6/2024 | Ausdal Financial Partners Inc. | 19,157 | $422K | 0.0% | +88.7% | 0.180% | |
8/6/2024 | Fidelity D & D Bancorp Inc. | 980,975 | $21.59M | 16.4% | +2.2% | 9.211% | |
7/26/2024 | WealthShield Partners LLC | 9,168 | $202K | 0.0% | +16.7% | 0.086% | |
7/26/2024 | Harbour Investments Inc. | 18,527 | $408K | 0.0% | -3.2% | 0.174% | |
7/25/2024 | SimpliFi Inc. | 31,232 | $687K | 0.3% | +2.3% | 0.293% | |
7/20/2024 | Madrona Financial Services LLC | 24,851 | $547K | 0.2% | +21.2% | 0.233% | |
7/19/2024 | Hedeker Wealth LLC | 39,869 | $878K | 0.3% | -6.6% | 0.374% | |
7/15/2024 | Aspire Private Capital LLC | 1,742 | $38K | 0.0% | +74.2% | 0.016% | |
7/9/2024 | Park Avenue Securities LLC | 46,514 | $1.02M | 0.0% | +24.4% | 0.437% | |
7/2/2024 | Marcum Wealth LLC | 915,132 | $20.14M | 2.0% | -1.7% | 8.593% | |
5/24/2024 | Cetera Investment Advisers | 102,747 | $2.22M | 0.0% | +353.2% | 0.965% | |
5/6/2024 | VitalStone Financial LLC | 40,707 | $881K | 0.7% | -46.4% | 0.382% | |
4/30/2024 | Private Advisor Group LLC | 24,089 | $522K | 0.0% | N/A | 0.226% | |
4/19/2024 | Hedeker Wealth LLC | 42,681 | $924K | 0.3% | -11.4% | 0.393% | |
4/16/2024 | Fidelity D & D Bancorp Inc. | 959,854 | $20.78M | 15.6% | +5.6% | 8.847% | |
4/10/2024 | Marcum Wealth LLC | 931,136 | $20.16M | 2.0% | +4.5% | 9.482% | |
4/10/2024 | Park Avenue Securities LLC | 37,403 | $810K | 0.0% | +24.4% | 0.381% | |
2/14/2024 | VitalStone Financial LLC | 75,949 | $1.61M | 1.3% | -1.6% | 0.773% | |
2/9/2024 | UBS Group AG | 1,861,555 | $39.43M | 0.0% | -1.7% | 18.957% | |
2/7/2024 | Principal Securities Inc. | 24,654 | $522K | 0.0% | N/A | 0.251% | |
2/6/2024 | Sykon Capital LLC | 38,414 | $814K | 0.3% | N/A | 0.391% | |
2/6/2024 | Aveo Capital Partners LLC | 9,707 | $206K | 0.0% | N/A | 0.099% | |
1/30/2024 | SFI Advisors LLC | 10,078 | $213K | 0.2% | N/A | 0.103% | |
1/25/2024 | Madrona Financial Services LLC | 20,510 | $434K | 0.2% | +8.7% | 0.209% | |
1/24/2024 | Hedeker Wealth LLC | 48,156 | $1.02M | 0.3% | +1.2% | 0.490% | |
1/23/2024 | WealthShield Partners LLC | 9,651 | $204K | 0.0% | +5.5% | 0.098% | |
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 |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 66,883 | $1.42M | 0.0% | -2.2% | 0.681% | |
1/12/2024 | Fidelity D & D Bancorp Inc. | 908,874 | $19.25M | 15.0% | N/A | 9.255% | |
1/10/2024 | Marcum Wealth LLC | 891,037 | $18.87M | 2.0% | +3.8% | 9.074% | |
11/16/2023 | VitalStone Financial LLC | 77,164 | $1.51M | 1.3% | N/A | 0.786% | |
11/13/2023 | Envestnet Asset Management Inc. | 210,761 | $3.98M | 0.0% | +25.4% | 2.146% | |
11/9/2023 | UBS Group AG | 1,892,838 | $35.78M | 0.0% | +9.2% | 19.275% | |
11/8/2023 | HighTower Advisors LLC | 113,631 | $2.15M | 0.0% | -6.1% | 1.157% | |
11/7/2023 | Hedeker Wealth LLC | 47,594 | $900K | 0.3% | +15.4% | 0.485% | |
11/3/2023 | Private Advisor Group LLC | 117,195 | $2.22M | 0.0% | N/A | 1.193% | |
10/25/2023 | WealthShield Partners LLC | 9,148 | $173K | 0.0% | -16.4% | 0.093% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 68,416 | $1.29M | 0.0% | -13.9% | 0.697% | |
10/17/2023 | Cross Staff Investments Inc | 35,000 | $662K | 0.6% | -10.3% | 0.356% | |
10/16/2023 | Legacy Capital Wealth Partners LLC | 106,676 | $2.02M | 0.6% | N/A | 1.086% | |
10/10/2023 | Marcum Wealth LLC | 858,107 | $16.22M | 1.9% | +7.5% | 8.738% | |
10/5/2023 | QP Wealth Management LLC | 54,333 | $1.03M | 1.8% | -10.3% | 0.553% | |
8/11/2023 | White Knight Strategic Wealth Advisors LLC | 9,907 | $209K | 0.2% | -47.7% | 0.101% | |
8/10/2023 | Cetera Advisor Networks LLC | 51,180 | $1.08M | 0.0% | -10.8% | 0.521% | |
8/10/2023 | Cetera Investment Advisers | 13,317 | $282K | 0.0% | -6.5% | 0.136% | |
8/9/2023 | Flow Traders U.S. LLC | 44,464 | $940K | 0.0% | N/A | 0.453% | |
8/8/2023 | Aveo Capital Partners LLC | 15,069 | $319K | 0.0% | -75.0% | 0.153% | |
8/7/2023 | Keystone Financial Group | 50,762 | $1.07M | 0.2% | N/A | 0.517% | |
8/4/2023 | Envestnet Asset Management Inc. | 168,030 | $3.55M | 0.0% | -9.7% | 1.711% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 12,000 | $254K | 0.0% | N/A | 0.122% | |
8/3/2023 | WealthShield Partners LLC | 10,938 | $231K | 0.0% | -12.8% | 0.111% | |
7/31/2023 | LPL Financial LLC | 168,727 | $3.57M | 0.0% | -13.4% | 1.772% | |
7/26/2023 | Straight Path Wealth Management | 9,718 | $205K | 0.1% | -4.9% | 0.102% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 79,457 | $1.68M | 0.0% | -5.7% | 0.835% | |
7/21/2023 | Hedeker Wealth LLC | 41,253 | $872K | 0.3% | +46.3% | 0.433% | |
7/18/2023 | SimpliFi Inc. | 31,709 | $670K | 0.3% | +66.0% | 0.333% | |
7/14/2023 | Park Avenue Securities LLC | 29,739 | $629K | 0.0% | +35.4% | 0.312% | |
7/13/2023 | Marcum Wealth LLC | 798,058 | $16.87M | 2.0% | +7.1% | 8.383% | |
7/13/2023 | QP Wealth Management LLC | 60,540 | $1.28M | 2.0% | +9.3% | 0.636% | |
7/10/2023 | OneAscent Financial Services LLC | 30,624 | $647K | 0.3% | +32.4% | 0.322% | |
5/10/2023 | Legacy Capital Wealth Partners LLC | 101,132 | $2.20M | 0.6% | +1.0% | 1.059% | |
5/10/2023 | LPL Financial LLC | 194,738 | $4.23M | 0.0% | -28.8% | 2.039% | |
5/8/2023 | WealthShield Partners LLC | 12,545 | $272K | 0.0% | -16.2% | 0.131% | |
5/8/2023 | Global Retirement Partners LLC | 1,575 | $33K | 0.0% | N/A | 0.016% | |
5/3/2023 | Aveo Capital Partners LLC | 60,251 | $1.31M | 0.2% | +10.4% | 0.631% | |
5/3/2023 | Van ECK Associates Corp | 4,933 | $107K | 0.0% | +80.4% | 0.052% | |
5/3/2023 | Aspire Private Capital LLC | 988 | $21.44B | 0.0% | N/A | 0.010% | |
4/25/2023 | QP Wealth Management LLC | 55,370 | $1.20M | 2.0% | +7.8% | 0.580% | |
4/25/2023 | Freedom Wealth Alliance LLC | 29,186 | $633K | 1.0% | -11.1% | 0.306% | |
4/20/2023 | SimpliFi Inc. | 19,098 | $414K | 0.2% | N/A | 0.200% | |
4/19/2023 | Marcum Wealth LLC | 745,259 | $16.17M | 2.0% | +8.8% | 8.768% | |
4/18/2023 | Park Avenue Securities LLC | 21,966 | $477K | 0.0% | -13.4% | 0.258% | |
4/18/2023 | Hedeker Wealth LLC | 28,196 | $612K | 0.2% | N/A | 0.332% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 84,244 | $1.83M | 0.0% | +2.6% | 0.991% | |
3/6/2023 | Rockefeller Capital Management L.P. | 39,081 | $839K | 0.0% | -8.1% | 0.000% | |
3/6/2023 | OLD Mission Capital LLC | 3,776 | $81K | 0.0% | N/A | 0.000% | |
2/15/2023 | Freedom Wealth Alliance LLC | 32,827 | $705K | 1.0% | N/A | 0.000% | |
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 |
2/13/2023 | GeoWealth Management LLC | 10,993 | $237K | 0.0% | -54.6% | 0.000% | |
2/10/2023 | CoreCap Advisors LLC | 4,893 | $105K | 0.0% | -94.6% | 0.000% | |
2/9/2023 | Legacy Capital Wealth Partners LLC | 100,127 | $2.15M | 1.0% | +6.0% | 0.000% | |
2/9/2023 | Sowell Financial Services LLC | 17,777 | $382K | 0.0% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 118,910 | $2.55M | 0.0% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 82,137 | $1.76M | 0.0% | -5.6% | 0.000% | |
2/8/2023 | UBS Group AG | 369,904 | $7.95M | 0.0% | +21,839.7% | 0.000% | |
2/7/2023 | LPL Financial LLC | 273,691 | $5.88M | 0.0% | +45.8% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 138,686 | $2.98M | 0.0% | +267.5% | 0.000% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 7,000 | $150K | 0.0% | N/A | 0.000% | |