| 7/17/2024 | Manchester Financial Inc. | 93,808 | $3.55M | 0.9% | -2.6% | 17.056% | |
| 7/11/2024 | Clarus Wealth Advisors | 7,770 | $298K | 0.2% | -9.7% | 1.413% | |
| 4/11/2024 | Clarus Wealth Advisors | 8,603 | $320K | 0.2% | -23.8% | 1.564% | |
| 1/22/2024 | Clarus Wealth Advisors | 11,290 | $384K | 0.2% | N/A | 2.053% | |
| 11/4/2023 | NBC Securities Inc. | 927 | $28K | 0.0% | N/A | 0.155% | |
| 5/10/2023 | Mach 1 Financial Group LLC | 3,927 | $121.69M | 0.8% | N/A | 0.714% | |
| 5/5/2023 | Silver Oak Securities Incorporated | 51,132 | $1.58M | 0.3% | +1.0% | 9.297% | |
| 5/4/2023 | FSB Premier Wealth Management Inc. | 28,120 | $871K | 0.5% | -24.2% | 5.113% | |
| 4/25/2023 | Geneos Wealth Management Inc. | 800 | $25K | 0.0% | -33.3% | 0.145% | |
| 4/19/2023 | Manchester Financial Inc. | 56,614 | $1.75M | 0.5% | -7.1% | 10.293% | |
|
| 2/9/2023 | Ahrens Investment Partners LLC | 10,281 | $307K | 0.1% | -36.5% | 1.869% | |
| 2/7/2023 | LPL Financial LLC | 55,255 | $1.65M | 0.0% | -3.4% | 10.046% | |
| 2/7/2023 | IFP Advisors Inc | 2,068 | $46K | 0.0% | -27.0% | 0.376% | |
| 2/6/2023 | FSB Premier Wealth Management Inc. | 37,114 | $1.11M | 0.6% | -1.3% | 6.748% | |
| 2/2/2023 | Silver Oak Securities Incorporated | 50,602 | $1.51M | 0.3% | -2.9% | 9.200% | |
| 11/23/2022 | FSB Premier Wealth Management Inc. | 37,619 | $1.01M | 0.6% | -45.6% | 5.788% | |
| 11/15/2022 | Belpointe Asset Management LLC | 4,536 | $121K | 0.0% | +10.2% | 0.698% | |
| 11/8/2022 | Mach 1 Financial Group LLC | 3,927 | $105K | 0.1% | N/A | 0.604% | |
| 11/8/2022 | Ahrens Investment Partners LLC | 16,191 | $433K | 0.2% | -45.7% | 2.491% | |
| 10/20/2022 | Silver Oak Securities Incorporated | 52,112 | $1.39M | 0.3% | +0.9% | 8.017% | |
| 8/15/2022 | Atria Wealth Solutions Inc. | 12,699 | $362K | 0.0% | N/A | 1.814% | |
| 8/13/2022 | Flow Traders U.S. LLC | 8,974 | $255K | 0.0% | -10.1% | 1.282% | |
| 8/11/2022 | Cetera Investment Advisers | 8,471 | $241K | 0.0% | +17.3% | 1.210% | |
| 8/1/2022 | FSB Premier Wealth Management Inc. | 69,147 | $1.97M | 1.1% | -7.1% | 9.878% | |
| 7/28/2022 | Manchester Financial Inc. | 62,722 | $1.79M | 0.7% | N/A | 8.960% | |
| 7/22/2022 | Geneos Wealth Management Inc. | 1,200 | $34K | 0.0% | -40.0% | 0.171% | |
| 5/10/2022 | SILVER OAK SECURITIES Inc | 29,409 | $969K | 0.2% | N/A | 4.524% | |
| 5/2/2022 | FSB Premier Wealth Management Inc. | 74,442 | $2.39M | 1.2% | -65.2% | 11.453% | |
| 4/14/2022 | FSB Premier Wealth Management Inc. | 75,936 | $2.53M | 1.2% | -64.5% | 11.682% | |
| 2/14/2022 | LPL Financial LLC | 162,126 | $5.73M | 0.0% | +14.5% | 23.161% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 6,110 | $216K | 0.0% | N/A | 0.815% | |
| 2/3/2022 | Advisor Group Holdings Inc. | 10,073 | $355K | 0.0% | -13.2% | 1.343% | |
| 2/3/2022 | FSB Premier Wealth Management Inc. | 213,808 | $7.55M | 3.2% | N/A | 26.726% | |
| 1/31/2022 | SignalPoint Asset Management LLC | 84,461 | $2.98M | 0.9% | +7.2% | 9.385% | |
| 1/21/2022 | Ahrens Investment Partners LLC | 29,890 | $1.06M | 0.5% | -1.7% | 3.321% | |
| 11/16/2021 | LPL Financial LLC | 141,596 | $4.52M | 0.0% | +48.2% | 14.905% | |
| 11/15/2021 | Flow Traders U.S. LLC | 10,379 | $331K | 0.0% | N/A | 1.093% | |
| 11/10/2021 | Goldman Sachs Group Inc. | 20,343 | $649K | 0.0% | N/A | 2.141% | |
| 10/28/2021 | SignalPoint Asset Management LLC | 78,794 | $2.52M | 0.8% | +17.2% | 8.294% | |
| 10/27/2021 | Moloney Securities Asset Management LLC | 7,517 | $240K | 0.0% | N/A | 0.791% | |
Wall St turns to THIS catalyst after Trump’s inauguration (Ad) Wall Street is already looking past Trump…
To a new catalyst on the near horizon that could be even bigger than his inauguration.
As soon as January 29th… So please watch this video now before the hammer falls and it’s too late. |
| 10/12/2021 | IFG Advisory LLC | 8,738 | $278K | 0.0% | -8.0% | 0.920% | |
| 8/13/2021 | LPL Financial LLC | 95,562 | $3.08M | 0.0% | +13.0% | 10.618% | |
| 8/12/2021 | Strategic Blueprint LLC | 2,722 | $88K | 0.0% | N/A | 0.302% | |
| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 6,693 | $215K | 0.0% | N/A | 0.744% | |
| 8/9/2021 | Level Four Advisory Services LLC | 7,675 | $247K | 0.0% | -14.9% | 0.853% | |
| 5/10/2021 | Level Four Advisory Services LLC | 9,015 | $273K | 0.0% | -61.3% | 1.061% | |
| 5/3/2021 | SignalPoint Asset Management LLC | 67,452 | $2.04M | 0.7% | +32.5% | 7.936% | |
| 4/19/2021 | IFG Advisory LLC | 9,509 | $287K | 0.0% | +4.9% | 0.951% | |
| 3/26/2021 | Susquehanna International Group LLP | 44,088 | $1.22M | 0.0% | +36.5% | 5.187% | |
| 2/12/2021 | LPL Financial LLC | 73,648 | $2.01M | 0.0% | +16.4% | 8.664% | |
| 2/10/2021 | Level Four Advisory Services LLC | 23,303 | $637K | 0.1% | -15.6% | 2.742% | |
| 1/26/2021 | SignalPoint Asset Management LLC | 50,912 | $1.39M | 0.5% | +54.6% | 5.990% | |
