1/17/2025 | Janney Montgomery Scott LLC | 66,816 | $3.33M | 0.0% | +114.2% | 0.069% | |
1/17/2025 | GoalVest Advisory LLC | 6,191 | $309K | 0.1% | -48.8% | 0.006% | |
1/16/2025 | Wealthquest Corp | 308,268 | $15.37M | 1.3% | +2.7% | 0.320% | |
1/13/2025 | AdvisorNet Financial Inc | 57,657 | $2.88M | 0.2% | -17.1% | 0.061% | |
1/13/2025 | Fiduciary Alliance LLC | 13,148 | $656K | 0.1% | N/A | 0.014% | |
11/21/2024 | Wealthquest Corp | 300,233 | $14.97M | 1.3% | -0.6% | 0.341% | |
11/14/2024 | Flow Traders U.S. LLC | 19,118 | $957K | 0.0% | N/A | 0.022% | |
11/13/2024 | Private Trust Co. NA | 8,628 | $432K | 0.0% | -41.3% | 0.010% | |
11/12/2024 | 49 Wealth Management LLC | 144,936 | $7.25M | 1.2% | +17.1% | 0.165% | |
11/8/2024 | Hilton Capital Management LLC | 38,640 | $1.93M | 0.1% | +375.8% | 0.044% | |
|
11/6/2024 | GoalVest Advisory LLC | 12,100 | $605K | 0.2% | N/A | 0.014% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 20,047 | $1.00M | 0.1% | N/A | 0.023% | |
11/2/2024 | Transcendent Capital Group LLC | 14,837 | $742K | 0.4% | +14.8% | 0.017% | |
11/1/2024 | Lindbrook Capital LLC | 5,680 | $284K | 0.0% | N/A | 0.007% | |
11/1/2024 | Leavell Investment Management Inc. | 8,654 | $433K | 0.0% | +82.0% | 0.010% | |
11/1/2024 | Verity Asset Management Inc. | 4,370 | $219K | 0.1% | N/A | 0.005% | |
10/30/2024 | Moloney Securities Asset Management LLC | 268,417 | $13.43M | 1.8% | +14.7% | 0.307% | |
10/29/2024 | Janney Montgomery Scott LLC | 31,190 | $1.56M | 0.0% | -14.1% | 0.036% | |
10/29/2024 | Farther Finance Advisors LLC | 50,095 | $2.51M | 0.1% | +16.8% | 0.057% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,472 | $74K | 0.0% | +102.5% | 0.002% | |
10/25/2024 | Strategic Blueprint LLC | 8,017 | $401K | 0.0% | +57.6% | 0.009% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 21,762 | $1.11M | 0.3% | N/A | 0.026% | |
10/21/2024 | Argus Investors Counsel Inc. | 6,059 | $303K | 0.2% | N/A | 0.007% | |
10/19/2024 | Longview Financial Advisors Inc. | 236,232 | $11.82M | 8.7% | +0.2% | 0.277% | |
10/16/2024 | Longview Financial Advisors Inc. | 242,471 | $12.09M | 11.1% | +2.9% | 0.286% | |
8/14/2024 | EverSource Wealth Advisors LLC | 1,583 | $79K | 0.0% | +48.8% | 0.002% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 76,244 | $3.81M | 0.2% | +20.1% | 0.095% | |
8/3/2024 | SouthState Corp | 695 | $35K | 0.0% | N/A | 0.001% | |
8/1/2024 | TIAA Trust National Association | 5,327 | $266K | 0.0% | N/A | 0.007% | |
7/31/2024 | Farther Finance Advisors LLC | 42,897 | $2.14M | 0.1% | -0.5% | 0.054% | |
7/30/2024 | Moloney Securities Asset Management LLC | 234,092 | $11.71M | 1.7% | +24.7% | 0.296% | |
7/27/2024 | Strategic Blueprint LLC | 5,087 | $254K | 0.0% | N/A | 0.006% | |
7/24/2024 | Transcendent Capital Group LLC | 12,927 | $647K | 0.4% | +1,746.7% | 0.016% | |
7/17/2024 | AdvisorNet Financial Inc | 49,305 | $2.47M | 0.2% | N/A | 0.063% | |
7/10/2024 | Valeo Financial Advisors LLC | 4,600 | $230K | 0.0% | N/A | 0.006% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 10,810 | $541K | 0.0% | +13.5% | 0.014% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,064 | $53K | 0.0% | N/A | 0.002% | |
5/28/2024 | Verity Asset Management Inc. | 4,955 | $248K | 0.1% | N/A | 0.008% | |
5/15/2024 | Transcendent Capital Group LLC | 700 | $35K | 0.0% | -94.4% | 0.001% | |
5/2/2024 | Moloney Securities Asset Management LLC | 187,665 | $9.39M | 1.4% | +4.0% | 0.288% | |
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. |
5/1/2024 | Janney Montgomery Scott LLC | 74,134 | $3.71M | 0.0% | -79.5% | 0.114% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 63,472 | $3.18M | 0.2% | -2.8% | 0.100% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 9,525 | $477K | 0.1% | -7.0% | 0.015% | |
3/1/2024 | Transcendent Capital Group LLC | 12,544 | $625K | 0.4% | N/A | 0.022% | |
2/8/2024 | Janney Montgomery Scott LLC | 362,508 | $18.08M | 0.1% | -36.0% | 0.644% | |
1/24/2024 | Private Trust Co. NA | 3,331 | $166K | 0.0% | -77.0% | 0.006% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 10,243 | $511K | 0.1% | +117.9% | 0.019% | |
1/10/2024 | Wayfinding Financial LLC | 37,375 | $1.86M | 1.3% | +2.8% | 0.068% | |
11/9/2023 | Formidable Asset Management LLC | 24,530 | $1.23M | 0.3% | +159.0% | 0.049% | |
11/8/2023 | Huntington National Bank | 1,270 | $64K | 0.0% | N/A | 0.003% | |
11/8/2023 | Janney Montgomery Scott LLC | 566,420 | $28.36M | 0.1% | +70.4% | 1.136% | |
11/6/2023 | F M Investments LLC | 137,154 | $6.87M | 5.1% | +310.3% | 0.275% | |
11/2/2023 | Wayfinding Financial LLC | 36,360 | $1.82M | 1.4% | N/A | 0.073% | |
11/2/2023 | Your Advocates Ltd. LLP | 3,231 | $162K | 0.1% | N/A | 0.006% | |
10/24/2023 | Kingswood Wealth Advisors LLC | 4,700 | $235K | 0.1% | N/A | 0.010% | |
10/18/2023 | Private Trust Co. NA | 14,453 | $724K | 0.1% | N/A | 0.031% | |
10/13/2023 | Arkadios Wealth Advisors | 8,321 | $417K | 0.0% | N/A | 0.018% | |
9/12/2023 | Farther Finance Advisors LLC | 10,000 | $501K | 0.1% | N/A | 0.038% | |
7/31/2023 | Moloney Securities Asset Management LLC | 139,464 | $6.99M | 1.2% | +6.3% | 0.539% | |
7/31/2023 | F M Investments LLC | 33,427 | $1.68M | 1.2% | -39.5% | 0.129% | |
7/27/2023 | Adirondack Retirement Specialists Inc. | 243,172 | $12.18M | 9.6% | +223.1% | 0.959% | |
7/26/2023 | Janney Montgomery Scott LLC | 332,324 | $16.65M | 0.1% | +488.1% | 1.330% | |
5/12/2023 | Moloney Securities Asset Management LLC | 131,238 | $6.57M | 1.2% | -3.7% | 1.002% | |
5/10/2023 | WealthPLAN Partners LLC | 3,399 | $170K | 0.0% | N/A | 0.026% | |
5/9/2023 | Formidable Asset Management LLC | 4,000 | $200K | 0.0% | N/A | 0.031% | |
5/1/2023 | F M Investments LLC | 55,290 | $2.77M | 2.8% | +42.5% | 0.422% | |
4/28/2023 | Janney Montgomery Scott LLC | 56,504 | $2.83M | 0.0% | N/A | 0.431% | |
4/7/2023 | Adirondack Retirement Specialists Inc. | 75,265 | $3.76M | 3.0% | N/A | 0.575% | |
1/31/2023 | F M Investments LLC | 38,802 | $1.94M | 2.3% | +53.6% | 0.862% | |
1/30/2023 | Moloney Securities Asset Management LLC | 136,223 | $6.79M | 1.5% | N/A | 3.027% | |
1/10/2023 | Gries Financial LLC | 273,440 | $13.63M | 4.5% | +812.5% | 6.510% | |
11/4/2022 | F M Investments LLC | 25,256 | $1.26M | 2.0% | N/A | 1.052% | |
10/31/2022 | Gries Financial LLC | 29,965 | $1.50M | 0.6% | N/A | 1.199% | |
10/26/2022 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,000 | $49K | 0.0% | N/A | 0.045% | |