12/19/2024 | Principal Financial Group Inc. | 19,399 | $9.47M | 0.0% | +141.0% | 0.003% | |
12/16/2024 | SMART Wealth LLC | 7,760 | $3.79M | 1.5% | -26.2% | 0.001% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 1,455 | $710K | 0.3% | -29.6% | 0.000% | |
12/11/2024 | 1ST Source Bank | 4,738 | $2.31M | 0.1% | +0.8% | 0.001% | |
12/11/2024 | Alternative Investment Advisors LLC. | 648 | $317K | 0.2% | -29.8% | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 1,993 | $973K | 0.3% | -9.7% | 0.000% | |
|
12/10/2024 | Garden State Investment Advisory Services LLC | 30,990 | $15.17M | 4.5% | +13.1% | 0.005% | |
12/9/2024 | Copley Financial Group Inc. | 1,127 | $550K | 0.5% | N/A | 0.000% | |
12/3/2024 | Garde Capital Inc. | 40,016 | $19.53M | 1.3% | -4.4% | 0.007% | |
12/3/2024 | Little Harbor Advisors LLC | 18,787 | $9.17M | 5.7% | +7.5% | 0.003% | |
12/3/2024 | Denver PWM LLC | 3,258 | $1.59M | 0.6% | -5.6% | 0.001% | |
12/2/2024 | Capasso Planning Partners LLC | 6,304 | $3.08M | 0.9% | -17.5% | 0.001% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 799 | $390K | 0.0% | -7.0% | 0.000% | |
11/29/2024 | American Trust | 2,555 | $1.25M | 0.1% | -17.2% | 0.000% | |
11/29/2024 | Old North State Trust LLC | 1,437 | $701K | 0.6% | +3.9% | 0.000% | |
11/26/2024 | Peapack Gladstone Financial Corp | 347,863 | $169.78M | 2.4% | +0.4% | 0.057% | |
11/25/2024 | Synovus Financial Corp | 42,778 | $20.88M | 0.2% | -6.1% | 0.007% | |
11/25/2024 | Destination Wealth Management | 16,971 | $8.28M | 0.3% | +23.7% | 0.003% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 110,159 | $53.77M | 1.0% | +92.1% | 0.018% | |
11/25/2024 | Arvest Bank Trust Division | 44,184 | $21.57M | 1.2% | N/A | 0.007% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 13,142 | $6.41M | 0.2% | -5.1% | 0.002% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 14,274 | $6.97M | 2.8% | N/A | 0.002% | |
11/21/2024 | Anchor Investment Management LLC | 42,889 | $20.93M | 2.0% | +1.6% | 0.007% | |
11/21/2024 | Tudor Financial Inc. | 6,917 | $3.38M | 2.1% | N/A | 0.001% | |
11/21/2024 | Aldebaran Financial Inc. | 2,693 | $1.31M | 1.6% | -36.0% | 0.000% | |
11/20/2024 | Westside Investment Management Inc. | 30,585 | $14.89M | 3.2% | -3.0% | 0.005% | |
11/20/2024 | Advisory Resource Group | 14,457 | $7.06M | 1.5% | +5.8% | 0.002% | |
11/19/2024 | McIlrath & Eck LLC | 20,218 | $9.87M | 1.3% | +15.9% | 0.003% | |
11/19/2024 | Invst LLC | 47,687 | $23.28M | 2.8% | -4.4% | 0.008% | |
11/19/2024 | Discipline Wealth Solutions LLC | 1,714 | $837K | 0.4% | N/A | 0.000% | |
11/19/2024 | M&T Bank Corp | 127,160 | $62.06M | 0.2% | -3.9% | 0.021% | |
11/18/2024 | Soltis Investment Advisors LLC | 24,533 | $11.97M | 1.2% | -6.3% | 0.004% | |
11/18/2024 | Rehmann Capital Advisory Group | 23,616 | $11.53M | 0.8% | +6.1% | 0.004% | |
11/18/2024 | TD Private Client Wealth LLC | 87,295 | $42.61M | 1.2% | +4.6% | 0.014% | |
11/18/2024 | Hobbs Group Advisors LLC | 4,082 | $1.99M | 0.7% | -54.2% | 0.001% | |
11/18/2024 | Virtue Capital Management LLC | 38,419 | $18.75M | 3.8% | -15.7% | 0.006% | |
11/18/2024 | Fortem Financial Group LLC | 11,116 | $5.43M | 2.2% | -3.7% | 0.002% | |
11/18/2024 | Arete Wealth Advisors LLC | 63,538 | $31.01M | 2.6% | -18.8% | 0.010% | |
11/18/2024 | Asset Allocation Strategies LLC | 41,596 | $20.30M | 5.8% | -18.0% | 0.007% | |
11/18/2024 | Sunbelt Securities Inc. | 17,085 | $8.34M | 0.8% | -7.3% | 0.003% | |
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11/18/2024 | Toronto Dominion Bank | 4,261,790 | $2.08B | 3.7% | +13.0% | 0.698% | |
11/18/2024 | Cresta Advisors Ltd. | 21,120 | $10.31M | 5.4% | -4.4% | 0.003% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 1,848 | $902K | 0.6% | +14.4% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 23,551 | $11.50M | 0.2% | +10.5% | 0.004% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 6,488 | $3.17M | 1.5% | -5.3% | 0.001% | |
11/18/2024 | Synergy Financial Group LTD | 1,718 | $839K | 0.8% | +9.6% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 2,099 | $1.02M | 0.2% | +10.6% | 0.000% | |
11/18/2024 | GG Group Ventures LLC | 1,222 | $622K | 0.9% | +18.2% | 0.000% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 1,670 | $815K | 0.1% | +3.7% | 0.000% | |
11/18/2024 | JDM Financial Group LLC | 2,356 | $1.15M | 0.6% | -3.4% | 0.000% | |
11/18/2024 | Ashford Capital Management Inc. | 11,300 | $5.52M | 0.7% | -8.4% | 0.002% | |
11/15/2024 | MidWestOne Financial Group Inc. | 3,629 | $1.77M | 0.2% | -13.7% | 0.001% | |
11/15/2024 | Valued Retirements Inc. | 9,833 | $4.80M | 6.6% | N/A | 0.002% | |
11/15/2024 | Frisch Financial Group Inc. | 6,689 | $3.27M | 1.0% | +0.4% | 0.001% | |
11/15/2024 | High Falls Advisors Inc | 9,810 | $4.79M | 1.1% | -2.5% | 0.002% | |
11/15/2024 | M&T Bank Corp | 127,160 | $62.06M | 0.2% | -3.9% | 0.021% | |
11/15/2024 | Executive Wealth Management LLC | 13,648 | $6.66M | 0.5% | N/A | 0.002% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 13,729 | $6.70M | 5.1% | N/A | 0.002% | |
11/15/2024 | Raelipskie Partnership | 30,820 | $15.04M | 7.3% | +1.3% | 0.005% | |
11/15/2024 | Continuum Advisory LLC | 30,062 | $15.29M | 1.9% | -3.6% | 0.005% | |
11/15/2024 | LRI Investments LLC | 1,529 | $778K | 0.1% | +4.2% | 0.000% | |
11/15/2024 | Harvest Investment Advisors LLC | 59,811 | $29.19M | 19.9% | +2.1% | 0.010% | |
11/15/2024 | Gordian Capital Singapore Pte Ltd | 3,171 | $1.55M | 0.6% | +317,000.0% | 0.001% | |
11/15/2024 | Geller Advisors LLC | 26,800 | $13.10M | 0.9% | +5.1% | 0.004% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 533 | $260K | 0.1% | +25.7% | 0.000% | |
11/15/2024 | Hamilton Capital LLC | 949 | $459K | 0.0% | -12.2% | 0.000% | |
11/15/2024 | EWA LLC | 1,501 | $763K | 0.3% | -2.0% | 0.000% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 1,937 | $928K | 0.1% | -50.0% | 0.000% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 6,173 | $3.01M | 0.0% | -2.4% | 0.001% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 836 | $408K | 0.1% | -11.1% | 0.000% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 5,627 | $2.75M | 0.7% | -0.5% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 900,880 | $439.69M | 1.6% | +0.1% | 0.147% | |
11/15/2024 | First National Bank of Omaha | 12,113 | $5.91M | 0.4% | -0.5% | 0.002% | |
11/15/2024 | Pacific Center for Financial Services | 101,966 | $49.77M | 13.1% | -0.5% | 0.017% | |
11/15/2024 | Legacy Investment Solutions LLC | 244 | $125K | 0.1% | N/A | 0.000% | |
11/15/2024 | Northeast Financial Consultants Inc | 180,086 | $87.89M | 3.8% | +1.5% | 0.029% | |
11/15/2024 | Mosaic Financial Group LLC | 3,754 | $1.83M | 1.3% | +0.9% | 0.001% | |
11/15/2024 | Main Management LLC | 167,096 | $81.56M | 6.7% | +15.3% | 0.027% | |
11/15/2024 | Dunhill Financial LLC | 1,855 | $905K | 0.5% | +50.1% | 0.000% | |
11/15/2024 | MCIA Inc | 472 | $242K | 0.1% | N/A | 0.000% | |
11/15/2024 | Main Management ETF Advisors LLC | 731,920 | $357.23M | 16.9% | +33.5% | 0.120% | |
11/15/2024 | Orion Portfolio Solutions LLC | 91,619 | $44.72M | 1.0% | +7.4% | 0.015% | |
11/15/2024 | World Investment Advisors LLC | 63,384 | $30.94M | 0.2% | +59.1% | 0.010% | |
11/15/2024 | XTX Topco Ltd | 2,927 | $1.43M | 0.1% | N/A | 0.000% | |
11/15/2024 | Zacks Investment Management | 8,587 | $4.19M | 0.0% | N/A | 0.001% | |
11/15/2024 | National Bank of Canada FI | 179,555 | $87.64M | 0.1% | -14.9% | 0.029% | |
11/15/2024 | Glen Eagle Advisors LLC | 17,266 | $8.43M | 1.4% | -1.0% | 0.003% | |
11/15/2024 | iA Global Asset Management Inc. | 211,385 | $103.17M | 1.8% | +3.9% | 0.035% | |
11/15/2024 | EP Wealth Advisors LLC | 112,364 | $54.84M | 0.5% | +22.0% | 0.018% | |
11/15/2024 | Insigneo Advisory Services LLC | 29,147 | $14.23M | 1.4% | +9.0% | 0.005% | |
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The talk has been endless ever since ChatGPT was released to the market in late 2022. You might think it’s way too late to invest in AI.
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11/15/2024 | Kovitz Investment Group Partners LLC | 49,510 | $24.16M | 0.2% | +73.0% | 0.008% | |
11/15/2024 | Vienna Asset Management LLC | 14,337 | $7.00M | 5.2% | +19.3% | 0.002% | |
11/15/2024 | Wallace Capital Management Inc. | 411 | $200K | 0.0% | N/A | 0.000% | |
11/15/2024 | Weaver Consulting Group | 3,567 | $1.74M | 0.6% | +3.2% | 0.001% | |
11/15/2024 | Weiss Asset Management LP | 3,400 | $1.66M | 0.0% | N/A | 0.001% | |
11/15/2024 | Two Sigma Advisers LP | 303,680 | $148.22M | 0.3% | -10.4% | 0.050% | |
11/15/2024 | Temasek Holdings Private Ltd | 102,925 | $50.24M | 0.2% | N/A | 0.017% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 966 | $471K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stevens Capital Management LP | 46,880 | $22.88M | 3.3% | N/A | 0.008% | |
11/15/2024 | Stifel Financial Corp | 871,333 | $425.32M | 0.4% | +0.3% | 0.143% | |