| 5/17/2024 | XML Financial LLC | 50,078 | $4.03M | 0.4% | N/A | 0.009% | |
| 5/17/2024 | Semmax Financial Advisors Inc. | 23,831 | $1.89M | 0.6% | +6.9% | 0.004% | |
| 5/17/2024 | Pineridge Advisors LLC | 412 | $33K | 0.0% | +57.3% | 0.000% | |
| 5/17/2024 | Comerica Bank | 175,276 | $14.11M | 0.1% | +35.8% | 0.030% | |
| 5/17/2024 | Tidal Investments LLC | 7,709 | $621K | 0.0% | -24.9% | 0.001% | |
| 5/16/2024 | Global Financial Private Client LLC | 13,022 | $1.04M | 0.4% | +22.2% | 0.002% | |
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (Ad) For over four decades, Louis Navellier has found the very best tech stocks...
Before the rest of the market. Click for his six specific AI stock in the crosshairs |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 35,939 | $2.73M | 0.1% | +27.3% | 0.006% | |
| 5/16/2024 | Sweeney & Michel LLC | 3,343 | $265K | 0.1% | N/A | 0.001% | |
| 5/16/2024 | Iron Gate Global Advisors LLC | 265,073 | $21.11M | 3.8% | +11.3% | 0.046% | |
| 5/16/2024 | Janus Henderson Group PLC | 550,181 | $44.30M | 0.0% | +41.1% | 0.094% | |
| 5/16/2024 | Waverly Advisors LLC | 324,986 | $26.17M | 0.6% | +44.1% | 0.056% | |
| 5/15/2024 | Transcendent Capital Group LLC | 44,475 | $3.58M | 2.0% | +9.2% | 0.008% | |
| 5/15/2024 | Beaird Harris Wealth Management LLC | 8,353 | $673K | 0.1% | +36.6% | 0.001% | |
| 5/15/2024 | Talisman Wealth Advisors LLC | 3,755 | $302K | 0.4% | -6.4% | 0.001% | |
| 5/15/2024 | London & Capital Asset Management Ltd | 27,715 | $2.23M | 0.2% | +74.5% | 0.005% | |
| 5/15/2024 | 1832 Asset Management L.P. | 768,981 | $61.91M | 0.0% | +0.7% | 0.132% | |
| 5/15/2024 | Keeley Teton Advisors LLC | 6,341 | $511K | 0.1% | -2.3% | 0.001% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 247,195 | $19.90M | 1.8% | +62.6% | 0.042% | |
| 5/14/2024 | JT Stratford LLC | 125,589 | $10.11M | 2.0% | +6.3% | 0.022% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 25,038 | $2.02M | 0.1% | -1.4% | 0.004% | |
| 5/14/2024 | EP Wealth Advisors LLC | 21,976 | $1.77M | 0.0% | -4.0% | 0.004% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 13,465 | $1.08M | 0.5% | -44.4% | 0.002% | |
| 5/14/2024 | Covington Investment Advisors Inc. | 91,191 | $7.34M | 1.3% | +23.7% | 0.016% | |
| 5/14/2024 | CreativeOne Wealth LLC | 10,590 | $853K | 0.0% | +70.9% | 0.002% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 5,878 | $473K | 0.1% | -24.9% | 0.001% | |
| 5/14/2024 | Northwest Wealth Management LLC | 4,999 | $402K | 0.1% | -5.7% | 0.001% | |
| 5/14/2024 | Crewe Advisors LLC | 25,821 | $2.08M | 0.2% | +130.4% | 0.004% | |
| 5/14/2024 | Evermay Wealth Management LLC | 34,835 | $2.81M | 0.4% | N/A | 0.006% | |
| 5/14/2024 | Titan Global Capital Management USA LLC | 11,464 | $923K | 0.1% | +37.1% | 0.002% | |
| 5/14/2024 | InterOcean Capital Group LLC | 55,962 | $4.51M | 0.1% | N/A | 0.010% | |
| 5/14/2024 | National Bank of Canada FI | 369,394 | $29.22M | 0.0% | +732.0% | 0.063% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 6,779 | $546K | 0.0% | N/A | 0.001% | |
| 5/13/2024 | Bessemer Group Inc. | 365,522 | $29.43M | 0.1% | -30.0% | 0.063% | |
| 5/13/2024 | Capitolis Liquid Global Markets LLC | 90,000 | $7.25M | 0.1% | -71.4% | 0.015% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 152,971 | $12.32M | 0.4% | +9.3% | 0.026% | |
| 5/13/2024 | Alerus Financial NA | 14,906 | $1.20M | 0.1% | -95.9% | 0.003% | |
| 5/11/2024 | Spreng Capital Management Inc. | 2,738 | $220K | 0.1% | N/A | 0.000% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 2,608 | $210K | 0.1% | +784.1% | 0.000% | |
| 5/11/2024 | NYL Investors LLC | 116,200 | $9.36M | 0.3% | -1.8% | 0.020% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 5,175 | $417K | 0.0% | -9.6% | 0.001% | |
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (Ad) For over four decades, Louis Navellier has found the very best tech stocks...
Before the rest of the market. Click for his six specific AI stock in the crosshairs |
| 5/11/2024 | Ironwood Investment Counsel LLC | 27,683 | $2.23M | 0.4% | +3.8% | 0.005% | |
| 5/11/2024 | Jacobi Capital Management LLC | 5,982 | $482K | 0.0% | +137.6% | 0.001% | |
| 5/11/2024 | Edgestream Partners L.P. | 37,023 | $2.98M | 0.1% | +246.3% | 0.006% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 511,436 | $41.18M | 1.8% | +11.2% | 0.088% | |
| 5/10/2024 | Osaic Holdings Inc. | 507,163 | $40.83M | 0.1% | -0.7% | 0.087% | |
| 5/10/2024 | Fiducient Advisors LLC | 431,957 | $34.78M | 6.9% | +19.8% | 0.074% | |
| 5/10/2024 | Vanguard Group Inc. | 3,404,481 | $274.10M | 0.0% | +9.2% | 0.585% | |
| 5/10/2024 | Viawealth LLC | 39,987 | $3.22M | 2.0% | +9.7% | 0.007% | |
| 5/10/2024 | JPMorgan Chase & Co. | 62,648,363 | $5.04B | 0.4% | +6.6% | 10.758% | |
| 5/10/2024 | Chesapeake Capital Corp IL | 24,810 | $2.00M | 1.5% | -25.7% | 0.004% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 112,352 | $9.05M | 3.4% | N/A | 0.019% | |
| 5/9/2024 | ProVise Management Group LLC | 7,231 | $582K | 0.1% | -33.2% | 0.001% | |
| 5/9/2024 | Blair William & Co. IL | 26,679 | $2.15M | 0.0% | +2.3% | 0.005% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 149,132 | $12.01M | 0.1% | +17.1% | 0.026% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 16,434 | $1.32M | 0.0% | -3.1% | 0.003% | |
| 5/9/2024 | TBH Global Asset Management LLC | 17,118 | $1.38M | 0.3% | +2.6% | 0.003% | |
| 5/9/2024 | SageView Advisory Group LLC | 26,766 | $2.16M | 0.1% | +7.5% | 0.005% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 137,336 | $11.06M | 0.0% | -9.6% | 0.024% | |
| 5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 923,200 | $73.54M | 0.1% | -1.3% | 0.159% | |
| 5/9/2024 | Dearborn Partners LLC | 24,860 | $2.00M | 0.1% | +3.6% | 0.004% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 19,688 | $1.59M | 0.3% | +12.1% | 0.003% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 24,732 | $1.99M | 0.2% | +22.3% | 0.004% | |
| 5/8/2024 | Sheets Smith Wealth Management | 56,759 | $4.57M | 0.5% | +8.7% | 0.010% | |
| 5/8/2024 | Winthrop Capital Management LLC | 103,308 | $8.32M | 3.8% | +3.1% | 0.018% | |
| 5/8/2024 | Neumann Capital Management LLC | 14,237 | $1.15M | 0.4% | +7.6% | 0.002% | |
| 5/8/2024 | Focused Wealth Management Inc | 333,110 | $26.82M | 4.1% | +5.8% | 0.057% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 65,295 | $5.26M | 0.0% | +47.2% | 0.011% | |
| 5/8/2024 | US Bancorp DE | 22,976 | $1.85M | 0.0% | +12.1% | 0.004% | |
| 5/8/2024 | Watershed Private Wealth LLC | 7,602 | $612K | 0.3% | -43.7% | 0.001% | |
| 5/8/2024 | Headlands Technologies LLC | 664 | $53K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Williams Jones Wealth Management LLC. | 2,843 | $229K | 0.0% | -24.4% | 0.000% | |
| 5/7/2024 | Anson Capital Inc. | 4,545 | $366K | 0.5% | N/A | 0.001% | |
| 5/7/2024 | Verus Capital Partners LLC | 21,136 | $1.70M | 0.2% | +3.5% | 0.004% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 102,153 | $8.22M | 0.8% | +7.8% | 0.018% | |
| 5/7/2024 | Meeder Asset Management Inc. | 16,898 | $1.36M | 0.1% | +12.2% | 0.003% | |
| 5/7/2024 | White Lighthouse Investment Management Inc. | 170,055 | $13.69M | 2.8% | +11.9% | 0.029% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 76,485 | $6.16M | 0.2% | +29.5% | 0.013% | |
| 5/7/2024 | Atomi Financial Group Inc. | 2,853 | $230K | 0.0% | -35.7% | 0.000% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 91,330 | $7.35M | 0.2% | +0.3% | 0.016% | |
| 5/7/2024 | Montag A & Associates Inc. | 44,152 | $3.56M | 0.2% | -12.6% | 0.008% | |
| 5/7/2024 | Facet Wealth Inc. | 1,021,483 | $81.10M | 2.7% | +13.6% | 0.175% | |
| 5/7/2024 | Allen Investment Management LLC | 224,412 | $18.07M | 0.2% | +12.1% | 0.039% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 24,262 | $1.95M | 0.9% | +4.6% | 0.004% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 3,937 | $317K | 0.2% | -66.5% | 0.001% | |
| 5/7/2024 | LPF Advisors LLC | 131,160 | $10.56M | 10.6% | +1.8% | 0.023% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 65,539 | $5.28M | 0.1% | +5.4% | 0.011% | |
| 5/7/2024 | PFG Advisors | 109,450 | $8.81M | 0.6% | +5.5% | 0.019% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,138,218 | $91.64M | 2.8% | +1.5% | 0.195% | |
| 5/7/2024 | TAGStone Capital Inc. | 183,894 | $14.81M | 8.7% | +6.3% | 0.032% | |
| 5/7/2024 | Stokes Family Office LLC | 21,064 | $1.70M | 0.2% | -12.4% | 0.004% | |
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (Ad) For over four decades, Louis Navellier has found the very best tech stocks...
Before the rest of the market. Click for his six specific AI stock in the crosshairs |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 212,219 | $17.09M | 0.1% | +262.8% | 0.036% | |
| 5/6/2024 | Davidson Capital Management Inc. | 486,718 | $39.19M | 12.6% | +27.5% | 0.084% | |
| 5/6/2024 | Kades & Cheifetz LLC | 4,229 | $341K | 0.2% | -6.8% | 0.001% | |
| 5/6/2024 | Staley Capital Advisers Inc. | 17,847 | $1.44M | 0.1% | -20.0% | 0.003% | |
| 5/6/2024 | Latigo Investments LLC | 110,214 | $8.87M | 4.5% | +0.5% | 0.019% | |
| 5/6/2024 | W.H. Cornerstone Investments Inc. | 55,843 | $4.50M | 3.2% | +78.9% | 0.010% | |
| 5/6/2024 | Advisory Alpha LLC | 350,241 | $28.20M | 1.2% | +282.1% | 0.060% | |
| 5/4/2024 | Evergreen Advisors LLC | 476,509 | $38.36M | 11.7% | +6.2% | 0.082% | |
| 5/4/2024 | Keener Financial Planning LLC | 12,288 | $990K | 0.7% | -1.6% | 0.002% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,854 | $471K | 0.0% | -29.9% | 0.001% | |
