11/22/2024 | Fulcrum Equity Management | 1,737 | $349K | 0.3% | +3.3% | 0.001% | |
11/21/2024 | Anchor Investment Management LLC | 36,009 | $7.23M | 0.7% | +28.9% | 0.021% | |
11/21/2024 | Aldebaran Financial Inc. | 3,885 | $780K | 1.0% | N/A | 0.002% | |
11/20/2024 | Westside Investment Management Inc. | 11,333 | $2.27M | 0.5% | +17.0% | 0.007% | |
11/18/2024 | Rehmann Capital Advisory Group | 39,188 | $7.87M | 0.5% | +4.3% | 0.023% | |
11/18/2024 | Hobbs Group Advisors LLC | 250 | $50K | 0.0% | +257.1% | 0.000% | |
|
11/18/2024 | Virtue Capital Management LLC | 8,313 | $1.67M | 0.3% | -2.3% | 0.005% | |
11/18/2024 | Arete Wealth Advisors LLC | 7,875 | $1.57M | 0.1% | +98.5% | 0.005% | |
11/18/2024 | Asset Allocation Strategies LLC | 42,702 | $8.58M | 2.4% | +2,392.8% | 0.025% | |
11/18/2024 | JDM Financial Group LLC | 4,728 | $950K | 0.5% | +12.5% | 0.003% | |
11/15/2024 | Goodman Advisory Group LLC | 6,772 | $1.36M | 0.4% | +25.3% | 0.004% | |
11/15/2024 | Valued Retirements Inc. | 1,506 | $302K | 0.4% | N/A | 0.001% | |
11/15/2024 | Executive Wealth Management LLC | 49,239 | $9.89M | 0.8% | +3.2% | 0.029% | |
11/15/2024 | Barclays PLC | 21,113 | $4.24M | 0.0% | +4,489.8% | 0.012% | |
11/15/2024 | Continuum Advisory LLC | 2,388 | $500K | 0.1% | +14.7% | 0.001% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 157,425 | $31.62M | 0.1% | -44.5% | 0.092% | |
11/15/2024 | MML Investors Services LLC | 427,144 | $85.79M | 0.3% | +54.7% | 0.251% | |
11/15/2024 | Legacy Investment Solutions LLC | 149 | $31K | 0.0% | N/A | 0.000% | |
11/15/2024 | Main Management LLC | 191,165 | $38.40M | 3.2% | +107.8% | 0.112% | |
11/15/2024 | Main Management Fund Advisors LLC | 326,600 | $65.60M | 11.2% | N/A | 0.192% | |
11/15/2024 | Orion Portfolio Solutions LLC | 78,493 | $15.77M | 0.3% | +664.6% | 0.046% | |
11/15/2024 | Zacks Investment Management | 2,444 | $491K | 0.0% | N/A | 0.001% | |
11/15/2024 | EP Wealth Advisors LLC | 142,353 | $28.59M | 0.2% | N/A | 0.084% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 2,990 | $601K | 0.0% | N/A | 0.002% | |
11/15/2024 | Stifel Financial Corp | 72,943 | $14.65M | 0.0% | +5.2% | 0.043% | |
11/15/2024 | Swmg LLC | 7,187 | $1.52M | 0.6% | N/A | 0.004% | |
11/15/2024 | Quadrature Capital Ltd | 25,380 | $5.10M | 0.1% | -79.8% | 0.015% | |
11/15/2024 | Quantinno Capital Management LP | 1,915 | $385K | 0.0% | N/A | 0.001% | |
11/15/2024 | Resurgent Financial Advisors LLC | 2,490 | $500K | 0.3% | -43.6% | 0.001% | |
11/15/2024 | IHT Wealth Management LLC | 24,421 | $4.90M | 0.1% | +4.1% | 0.014% | |
11/15/2024 | Integrated Wealth Concepts LLC | 175,065 | $35.16M | 0.4% | +28.1% | 0.103% | |
11/15/2024 | Janus Henderson Group PLC | 381,833 | $76.69M | 0.0% | -8.3% | 0.224% | |
11/15/2024 | HighTower Advisors LLC | 45,393 | $9.11M | 0.0% | +26.4% | 0.027% | |
11/15/2024 | Arrowroot Family Office LLC | 6,858 | $1.38M | 0.8% | -6.9% | 0.004% | |
11/15/2024 | Benjamin Edwards Inc. | 1,507 | $303K | 0.0% | +9,318.8% | 0.001% | |
11/15/2024 | Kestra Investment Management LLC | 1,245 | $250K | 0.0% | N/A | 0.001% | |
11/15/2024 | FSA Wealth Management LLC | 427 | $86K | 0.0% | N/A | 0.000% | |
11/14/2024 | TRUE Private Wealth Advisors | 1,251 | $251K | 0.0% | N/A | 0.001% | |
11/14/2024 | Circle Wealth Management LLC | 9,477 | $1.90M | 0.0% | +1.5% | 0.006% | |
11/14/2024 | Flow Traders U.S. LLC | 7,658 | $1.54M | 0.1% | -81.4% | 0.004% | |
New post-election stock warning from Wall Street (Ad) If you’re holding U.S. stocks, it may be time to brace for impact.
The S&P 500 crossed 6,000 for the first time in history... Not everything is as rosy as it seems on Wall Street. |
11/14/2024 | Captrust Financial Advisors | 5,688 | $1.14M | 0.0% | +55.1% | 0.003% | |
11/14/2024 | Hantz Financial Services Inc. | 303 | $61K | 0.0% | -99.1% | 0.000% | |
11/14/2024 | National Wealth Management Group LLC | 11,602 | $2.33M | 1.6% | -44.0% | 0.007% | |
11/14/2024 | CreativeOne Wealth LLC | 4,121 | $828K | 0.0% | -12.2% | 0.002% | |
11/13/2024 | Freedom Investment Management Inc. | 2,257 | $453K | 0.0% | N/A | 0.001% | |
11/13/2024 | Townsquare Capital LLC | 12,846 | $2.58M | 0.0% | +49.6% | 0.008% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 71,023 | $14.27M | 1.4% | +15.7% | 0.042% | |
11/13/2024 | D.A. Davidson & CO. | 7,246 | $1.46M | 0.0% | +13.8% | 0.004% | |
11/13/2024 | FMR LLC | 1,544,221 | $310.16M | 0.0% | +5.0% | 0.906% | |
11/13/2024 | Elios Financial Group Inc. | 43,107 | $8.66M | 4.0% | N/A | 0.025% | |
11/13/2024 | Bank of Montreal Can | 21,004 | $4.21M | 0.0% | +2,926.5% | 0.012% | |
11/13/2024 | Private Trust Co. NA | 5,634 | $1.13M | 0.1% | -1.7% | 0.003% | |
11/13/2024 | Diversified LLC | 88,892 | $17.85M | 2.0% | +1.1% | 0.052% | |
11/13/2024 | Truvestments Capital LLC | 289 | $58K | 0.0% | N/A | 0.000% | |
11/13/2024 | Fisher Asset Management LLC | 45,521 | $9.14M | 0.0% | -6.4% | 0.027% | |
11/12/2024 | Larson Financial Group LLC | 2,042 | $410K | 0.0% | +15.6% | 0.001% | |
11/12/2024 | StoneX Group Inc. | 35,064 | $7.04M | 0.6% | -1.0% | 0.021% | |
11/12/2024 | Lane & Associates LLC | 3,378 | $679K | 0.4% | +4.5% | 0.002% | |
11/12/2024 | Kingsview Wealth Management LLC | 30,993 | $6.23M | 0.1% | +15.2% | 0.018% | |
11/12/2024 | Cerity Partners LLC | 339,246 | $68.14M | 0.2% | +5.1% | 0.199% | |
11/12/2024 | Great Valley Advisor Group Inc. | 1,344 | $270K | 0.0% | N/A | 0.001% | |
11/12/2024 | Waddell & Associates LLC | 187,736 | $37.71M | 4.6% | +1.5% | 0.110% | |
11/12/2024 | Flagstar Advisors Inc. | 1,237 | $248K | 0.1% | +7.5% | 0.001% | |
11/12/2024 | GenTrust LLC | 6,322 | $1.27M | 0.1% | +138.3% | 0.004% | |
11/12/2024 | Clal Insurance Enterprises Holdings Ltd | 6,178,000 | $1.24B | 11.0% | +13.9% | 3.625% | |
11/12/2024 | Nwam LLC | 13,263 | $2.66M | 0.2% | N/A | 0.008% | |
11/12/2024 | Meridian Wealth Management LLC | 20,133 | $4.04M | 0.2% | +0.7% | 0.012% | |
11/12/2024 | CFS Investment Advisory Services LLC | 10,252 | $2.06M | 0.2% | +5.8% | 0.006% | |
11/12/2024 | Raymond James Trust N.A. | 2,744 | $551K | 0.0% | +4.3% | 0.002% | |
11/12/2024 | Banco Santander S.A. | 482,000 | $96.81M | 1.1% | -8.0% | 0.283% | |
11/12/2024 | Running Point Capital Advisors LLC | 71,832 | $14.43M | 5.6% | +2.7% | 0.042% | |
11/8/2024 | Citizens Financial Group Inc. RI | 62,949 | $12.64M | 0.3% | +63.3% | 0.037% | |
11/8/2024 | Payden & Rygel | 242,500 | $48.71M | 3.7% | +38.3% | 0.142% | |
11/8/2024 | Moors & Cabot Inc. | 1,752 | $352K | 0.0% | -53.6% | 0.001% | |
11/8/2024 | First Horizon Advisors Inc. | 542 | $109K | 0.0% | N/A | 0.000% | |
11/8/2024 | MWA Asset Management | 1,872 | $376K | 0.3% | -13.5% | 0.001% | |
11/8/2024 | Kraft Davis & Associates LLC | 1,891 | $377K | 0.1% | +5.3% | 0.001% | |
11/8/2024 | PNC Financial Services Group Inc. | 2,608,597 | $523.94M | 0.3% | -0.3% | 1.531% | |
11/8/2024 | Banque Cantonale Vaudoise | 1,950 | $392K | 0.0% | -18.3% | 0.001% | |
11/8/2024 | Vance Wealth Inc. | 32,061 | $6.44M | 2.4% | +1.2% | 0.019% | |
11/8/2024 | Lowery Thomas LLC | 47,294 | $9.50M | 6.4% | +6.7% | 0.028% | |
11/8/2024 | Prospera Financial Services Inc | 20,632 | $4.15M | 0.1% | +79.3% | 0.012% | |
11/7/2024 | Pathstone Holdings LLC | 11,200 | $2.25M | 0.0% | +16.0% | 0.007% | |
11/7/2024 | Spectrum Wealth Advisory Group LLC | 69,702 | $14M | 7.9% | N/A | 0.041% | |
11/7/2024 | Napa Wealth Management | 7,102 | $1.43M | 0.7% | +46.3% | 0.004% | |
11/7/2024 | CAP Partners LLC | 10,675 | $2.14M | 1.6% | +7.8% | 0.006% | |
11/7/2024 | Tidemark LLC | 2,279 | $458K | 0.2% | -29.0% | 0.001% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 9,620 | $1.93M | 0.1% | +7.4% | 0.006% | |
11/7/2024 | MAI Capital Management | 22,095 | $4.44M | 0.0% | +24.0% | 0.013% | |
11/7/2024 | Theory Financial LLC | 30,408 | $6.06M | 2.3% | +32.2% | 0.018% | |
50-year Wall Street legend: “Sell this tech stock NOW” (Ad) Something very strange is happening to U.S. stocks following President Trump's victory...
And this could spell disaster for some of America's favorite tech companies. You can watch for it for free, right here. |
11/7/2024 | Thrivent Financial for Lutherans | 251,939 | $50.60M | 0.1% | +15.4% | 0.148% | |
11/6/2024 | Mount Lucas Management LP | 10,158 | $2.04M | 0.7% | +28.6% | 0.006% | |
11/6/2024 | KPP Advisory Services LLC | 70,924 | $14.25M | 3.4% | +123.6% | 0.042% | |
11/6/2024 | RIA Advisory Group LLC | 1,459 | $293K | 0.1% | N/A | 0.001% | |
11/6/2024 | Sheaff Brock Investment Advisors LLC | 1,018 | $204K | 0.0% | N/A | 0.001% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 12,940 | $2.60M | 0.1% | +12.8% | 0.008% | |
11/6/2024 | OneDigital Investment Advisors LLC | 27,946 | $5.61M | 0.1% | -4.6% | 0.016% | |
11/6/2024 | Comprehensive Wealth Management LLC | 3,438 | $691K | 0.4% | +4.4% | 0.002% | |
11/6/2024 | Planning Capital Management Corp | 8,044 | $1.62M | 1.1% | +167.7% | 0.005% | |
11/6/2024 | Huntington National Bank | 134 | $27K | 0.0% | -28.3% | 0.000% | |