12/19/2024 | Independent Solutions Wealth Management LLC | 11,083 | $1.85M | 0.4% | -2.2% | 0.000% | |
12/18/2024 | IMS Capital Management | 33,879 | $5.66M | 2.5% | +0.4% | 0.000% | |
12/18/2024 | Syntax Research Inc. | 9,787 | $1.64M | 1.1% | -9.8% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 1,341 | $224K | 0.1% | -14.4% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 122,442 | $20.47M | 0.6% | -28.2% | 0.001% | |
12/12/2024 | Legacy Wealth Management LLC MS | 8,623 | $1.44M | 0.5% | -1.6% | 0.000% | |
|
12/11/2024 | 1ST Source Bank | 55,309 | $9.25M | 0.5% | +2.3% | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 26,962 | $4.51M | 1.2% | +2.0% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 5,751 | $962K | 0.9% | N/A | 0.000% | |
12/9/2024 | FFG Partners LLC | 8,752 | $1.46M | 0.5% | -3.4% | 0.000% | |
12/6/2024 | Logan Capital Management Inc. | 168,661 | $28.20M | 1.2% | -0.9% | 0.001% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 2,277 | $381K | 0.3% | -3.4% | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 1,659,616 | $277.47M | 1.0% | -7.0% | 0.014% | |
12/3/2024 | Oddo BHF Asset Management Sas | 54,948 | $9.18M | 0.5% | N/A | 0.000% | |
12/3/2024 | Garde Capital Inc. | 47,792 | $7.99M | 0.5% | -0.3% | 0.000% | |
12/3/2024 | Denver PWM LLC | 1,493 | $250K | 0.1% | -30.3% | 0.000% | |
12/3/2024 | Boulder Wealth Advisors LLC | 2,030 | $339K | 0.2% | N/A | 0.000% | |
12/3/2024 | Oriental Harbor Investment Fund | 473,083 | $80.66M | 9.0% | N/A | 0.004% | |
12/2/2024 | Capasso Planning Partners LLC | 1,724 | $288K | 0.1% | -10.9% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 19,000 | $3.18M | 0.9% | +32.4% | 0.000% | |
11/29/2024 | American Trust | 8,703 | $1.46M | 0.1% | -4.4% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 20,362,690 | $3.39B | 1.0% | -1.0% | 0.166% | |
11/26/2024 | Asset Advisors Investment Management LLC | 3,967 | $663K | 0.1% | +48.4% | 0.000% | |
11/26/2024 | Peapack Gladstone Financial Corp | 535,213 | $89.48M | 1.3% | -0.6% | 0.004% | |
11/25/2024 | Synovus Financial Corp | 161,875 | $27.07M | 0.3% | +2.5% | 0.001% | |
11/25/2024 | Tidal Investments LLC | 276,388 | $46.21M | 0.5% | +9.3% | 0.002% | |
11/25/2024 | Cim Investment Management Inc. | 18,089 | $3.02M | 0.9% | -3.2% | 0.000% | |
11/25/2024 | PVG Asset Management Corp | 2,184 | $365K | 1.5% | N/A | 0.000% | |
11/25/2024 | Destination Wealth Management | 28,234 | $4.72M | 0.1% | +5.6% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 354,166 | $59.21M | 1.1% | +26.5% | 0.003% | |
11/25/2024 | Arvest Bank Trust Division | 8,817 | $1.47M | 0.1% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 149,907 | $25.06M | 0.6% | +28.3% | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 471,448 | $78.53M | 0.5% | +17.4% | 0.004% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 113,404 | $18.96M | 1.1% | +1.7% | 0.001% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 74,674 | $12.49M | 0.4% | -1.0% | 0.001% | |
11/22/2024 | Sculati Wealth Management LLC | 24,269 | $3.70M | 1.5% | +0.9% | 0.000% | |
11/22/2024 | Saratoga Research & Investment Management | 12,807 | $2.14M | 0.1% | -0.9% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 89,578 | $14.98M | 1.4% | -0.8% | 0.001% | |
11/21/2024 | Tudor Financial Inc. | 8,373 | $1.40M | 0.9% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 51,730 | $8.65M | 4.3% | -7.4% | 0.000% | |
Why I'm telling friends to avoid gold stocks (Ad) Back in November, gold made a tiny move of 1.6%.
But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week.
It happened again in March. Gold nudged up 1.2%.
This time? A 104% overnight gain.
And in June? A 1% gold move turned into a 74% gain in two weeks.
Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now.
There's a more lucrative way to play the gold market as we enter a new breakout period.
It's all about catching what I call "Acceleration Cycles." And if you’d like to get your hands on this, here you go, the complete breakdown. |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 14,345 | $2.39M | 0.4% | +6.9% | 0.000% | |
11/21/2024 | Wealthquest Corp | 2,238 | $377K | 0.0% | -12.9% | 0.000% | |
11/21/2024 | SkyView Investment Advisors LLC | 16,936 | $2.83M | 0.5% | +4.0% | 0.000% | |
11/21/2024 | Aldebaran Financial Inc. | 10,401 | $1.74M | 2.1% | +4.4% | 0.000% | |
11/20/2024 | Westside Investment Management Inc. | 32,606 | $5.51M | 1.2% | +0.7% | 0.000% | |
11/20/2024 | Advisory Resource Group | 10,277 | $1.72M | 0.4% | +8.7% | 0.000% | |
11/20/2024 | Bard Financial Services Inc. | 45,395 | $7.59M | 0.9% | -12.8% | 0.000% | |
11/20/2024 | Passumpsic Savings Bank | 1,576 | $263K | 0.2% | N/A | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 13,575 | $2.27M | 0.3% | +12.9% | 0.000% | |
11/19/2024 | Invst LLC | 12,323 | $2.06M | 0.2% | -14.5% | 0.000% | |
11/19/2024 | Citizens Business Bank | 7,605 | $1.27M | 0.3% | +1.1% | 0.000% | |
11/19/2024 | Discipline Wealth Solutions LLC | 2,803 | $469K | 0.2% | N/A | 0.000% | |
11/19/2024 | M&T Bank Corp | 2,318,408 | $387.62M | 1.3% | -1.6% | 0.019% | |
11/19/2024 | Unigestion Holding SA | 8,127 | $1.36M | 0.1% | -28.2% | 0.000% | |
11/19/2024 | TCW Group Inc. | 2,284,330 | $381.92M | 3.3% | -1.1% | 0.019% | |
11/19/2024 | Hohimer Wealth Management LLC | 4,012 | $671K | 0.1% | -42.0% | 0.000% | |
11/18/2024 | Soltis Investment Advisors LLC | 20,720 | $3.46M | 0.3% | +22.3% | 0.000% | |
11/18/2024 | Rehmann Capital Advisory Group | 50,798 | $8.49M | 0.6% | -2.7% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 35,151 | $5.88M | 0.2% | -0.2% | 0.000% | |
11/18/2024 | Hobbs Group Advisors LLC | 3,544 | $593K | 0.2% | +4.8% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 1,529 | $256K | 0.1% | -5.0% | 0.000% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 620,471 | $103.74M | 0.9% | -7.8% | 0.005% | |
11/18/2024 | Sunbelt Securities Inc. | 35,066 | $5.86M | 0.6% | +2.3% | 0.000% | |
11/18/2024 | Toronto Dominion Bank | 2,269,788 | $379.49M | 0.7% | -34.6% | 0.019% | |
11/18/2024 | Chiron Investment Management LLC | 15,258 | $2.55M | 0.9% | -52.8% | 0.000% | |
11/18/2024 | Financial Avengers Inc. | 89,337 | $14.94M | 7.3% | N/A | 0.001% | |
11/18/2024 | Brown Financial Advisors | 23,956 | $4.01M | 1.6% | +2.4% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 116,776 | $19.64M | 0.4% | +14.4% | 0.001% | |
11/18/2024 | Gould Capital LLC | 19,548 | $3.27M | 2.1% | -1.5% | 0.000% | |
11/18/2024 | Synergy Financial Group LTD | 19,693 | $3.29M | 3.1% | +5.0% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 57,234 | $9.57M | 2.2% | -0.4% | 0.000% | |
11/18/2024 | Orion Capital Management LLC | 25,548 | $4.27M | 2.1% | +0.7% | 0.000% | |
11/18/2024 | McCarthy Asset Management Inc. | 6,029 | $1.01M | 0.6% | -4.4% | 0.000% | |
11/18/2024 | First Dallas Securities Inc. | 3,460 | $578K | 0.2% | -52.5% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 103,557,486 | $17.25B | 1.4% | +0.3% | 0.846% | |
11/15/2024 | MidWestOne Financial Group Inc. | 25,795 | $4.31M | 0.6% | -1.8% | 0.000% | |
11/15/2024 | Savoie Capital LLC | 250,520 | $41.88M | 5.1% | +11.1% | 0.002% | |
11/15/2024 | Goodman Advisory Group LLC | 2,674 | $447K | 0.1% | +2.3% | 0.000% | |
11/15/2024 | Greenwood Gearhart Inc. | 158,741 | $26.54M | 2.2% | +8.8% | 0.001% | |
11/15/2024 | Valued Retirements Inc. | 1,378 | $230K | 0.3% | N/A | 0.000% | |
11/15/2024 | 3Chopt Investment Partners LLC | 47,448 | $7.93M | 2.8% | -3.5% | 0.000% | |
11/15/2024 | Frisch Financial Group Inc. | 12,726 | $2.13M | 0.6% | -5.2% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 1,294 | $216K | 0.0% | +42.8% | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 3,660 | $612K | 0.2% | N/A | 0.000% | |
11/15/2024 | Vestcor Inc | 134,817 | $22.54M | 0.7% | -7.8% | 0.001% | |
11/15/2024 | Conway Capital Management Inc. | 37,565 | $6.28M | 3.0% | N/A | 0.000% | |
11/15/2024 | Executive Wealth Management LLC | 18,341 | $3.07M | 0.2% | -0.5% | 0.000% | |
11/15/2024 | Abel Hall LLC | 5,325 | $890K | 0.6% | -4.4% | 0.000% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 1,945 | $325K | 0.2% | N/A | 0.000% | |
11/15/2024 | Continuum Advisory LLC | 16,000 | $2.84M | 0.4% | +8.0% | 0.000% | |
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11/15/2024 | LRI Investments LLC | 15,754 | $2.79M | 0.2% | -0.8% | 0.000% | |
11/15/2024 | Gordian Capital Singapore Pte Ltd | 42,030 | $7.03M | 2.7% | -19.9% | 0.000% | |
11/15/2024 | PYA Waltman Capital LLC | 1,911 | $320K | 0.1% | +53.9% | 0.000% | |
11/15/2024 | Geller Advisors LLC | 26,960 | $4.51M | 0.3% | +3.3% | 0.000% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 15,244 | $2.55M | 0.6% | +6.4% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 2,450,472 | $409.69M | 1.8% | +0.4% | 0.020% | |
11/15/2024 | SGL Investment Advisors Inc. | 25,697 | $4.56M | 2.3% | N/A | 0.000% | |
11/15/2024 | EWA LLC | 5,025 | $891K | 0.3% | +13.5% | 0.000% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 100,707 | $18.47M | 1.7% | -6.1% | 0.001% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 2,746,192 | $459.14M | 1.4% | +6.9% | 0.022% | |