1/21/2025 | Dynamic Advisor Solutions LLC | 303,989 | $3.18M | 0.1% | +12.0% | 0.000% | |
1/21/2025 | Accel Wealth Management | 93,851 | $982K | 0.4% | -1.2% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 117,712 | $1.23M | 0.0% | -4.9% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 17,317 | $181K | 0.0% | -92.5% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 173,402 | $2.09M | 0.0% | -12.5% | 0.000% | |
11/15/2024 | Morse Asset Management Inc | 13,400 | $161K | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 11,120 | $134K | 0.0% | N/A | 0.000% | |
11/13/2024 | Private Trust Co. NA | 116,299 | $1.40M | 0.1% | +18.3% | 0.000% | |
11/13/2024 | Brown Brothers Harriman & Co. | 2,667 | $32K | 0.0% | N/A | 0.000% | |
11/7/2024 | Semus Wealth Partners LLC | 12,297 | $148K | 0.1% | -32.8% | 0.000% | |
|
11/7/2024 | Thrivent Financial for Lutherans | 63,006 | $759K | 0.0% | -21.8% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 225,190 | $2.71M | 0.0% | +5.7% | 0.000% | |
10/30/2024 | Clarity Financial LLC | 45,508 | $548K | 0.1% | -2.6% | 0.000% | |
10/29/2024 | First National Bank Sioux Falls | 40,000 | $482K | 0.2% | -55.6% | 0.000% | |
10/25/2024 | Pinnacle Associates Ltd. | 14,211 | $171K | 0.0% | +7.6% | 0.000% | |
10/24/2024 | Ellis Investment Partners LLC | 73,588 | $886K | 0.2% | +3.5% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 14,847 | $179K | 0.0% | -86.6% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 231,024 | $27.82M | 0.0% | +1,104.0% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 237,370 | $2.86M | 0.0% | +23.0% | 0.000% | |
10/18/2024 | Raymond James & Associates | 332,488 | $4.00M | 0.0% | -11.1% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 123,841 | $1.49M | 0.0% | -2.9% | 0.000% | |
10/18/2024 | JTC Employer Solutions Trustee Ltd | 7,200 | $87K | 0.0% | N/A | 0.000% | |
10/15/2024 | Shulman DeMeo Asset Management LLC | 26,921 | $324K | 0.1% | -3.8% | 0.000% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 4,000 | $48K | 0.0% | N/A | 0.000% | |
10/11/2024 | Selway Asset Management | 104,315 | $1.26M | 0.5% | -4.0% | 0.000% | |
10/10/2024 | Gilman Hill Asset Management LLC | 10,000 | $120K | 0.0% | N/A | 0.000% | |
10/9/2024 | Patten Group Inc. | 56,959 | $686K | 0.2% | +71.7% | 0.000% | |
8/14/2024 | Evoke Wealth LLC | 111,200 | $1.18M | 1.4% | -32.1% | 0.000% | |
8/14/2024 | Fairscale Capital LLC | 3,226 | $35K | 0.0% | N/A | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 80,527 | $857K | 0.0% | -23.0% | 0.000% | |
8/12/2024 | ProVise Management Group LLC | 120,542 | $1.28M | 0.1% | -2.3% | 0.000% | |
8/6/2024 | Ellis Investment Partners LLC | 71,097 | $757K | 0.2% | +4.0% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 193,004 | $2.06M | 0.0% | +6.7% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 34,704 | $370K | 0.1% | +2.9% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 111,019 | $1.18M | 0.3% | +11.3% | 0.000% | |
7/31/2024 | Semus Wealth Partners LLC | 18,300 | $195K | 0.2% | -25.1% | 0.000% | |
7/31/2024 | First National Bank Sioux Falls | 90,000 | $958K | 0.5% | -18.9% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 123,571 | $1.32M | 0.0% | +6.7% | 0.000% | |
7/30/2024 | International Assets Investment Management LLC | 19,188 | $204K | 0.0% | +9.3% | 0.000% | |
7/26/2024 | Patten Group Inc. | 33,170 | $353K | 0.1% | +18.9% | 0.000% | |
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7/25/2024 | Atlantic Union Bankshares Corp | 23,256 | $248K | 0.0% | +10.0% | 0.000% | |
7/24/2024 | Family Firm Inc. | 227,525 | $2.42M | 0.3% | +0.6% | 0.000% | |
7/19/2024 | Raymond James & Associates | 373,991 | $3.98M | 0.0% | -71.7% | 0.000% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 271,288 | $2.89M | 0.1% | +4.7% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 127,547 | $1.36M | 0.0% | -1.3% | 0.000% | |
5/29/2024 | Clean Yield Group | 2,500 | $27K | 0.0% | N/A | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 136,470 | $1.36M | 0.0% | +77.8% | 0.000% | |
5/14/2024 | CreativeOne Wealth LLC | 17,324 | $187K | 0.0% | +6.2% | 0.000% | |
5/9/2024 | Camelot Portfolios LLC | 15,814 | $171K | 0.2% | -51.7% | 0.000% | |
5/8/2024 | Semus Wealth Partners LLC | 24,424 | $264K | 0.2% | -12.6% | 0.000% | |
5/7/2024 | Stonebrook Private Inc. | 18,045 | $195K | 0.1% | -14.4% | 0.000% | |
5/2/2024 | Family Firm Inc. | 226,184 | $2.44M | 0.6% | +0.9% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 180,945 | $1.95M | 0.0% | +7.8% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 99,745 | $1.08M | 0.3% | -10.7% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 115,835 | $1.25M | 0.0% | +4.2% | 0.000% | |
4/29/2024 | First National Bank & Trust Co. of Newtown | 78,265 | $845K | 0.2% | -1.5% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 12,232 | $132K | 0.0% | N/A | 0.000% | |
4/24/2024 | Private Trust Co. NA | 96,372 | $1.04M | 0.1% | +23.6% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 225,001 | $2.43M | 0.0% | +7.2% | 0.000% | |
4/22/2024 | PFG Investments LLC | 99,928 | $1.08M | 0.1% | N/A | 0.000% | |
4/22/2024 | Raymond James & Associates | 1,320,350 | $14.26M | 0.0% | +29.2% | 0.000% | |
4/19/2024 | Accel Wealth Management | 99,208 | $1.07M | 0.5% | +17.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 128,817 | $1.39M | 0.0% | -84.3% | 0.000% | |
4/16/2024 | Atlantic Union Bankshares Corp | 21,136 | $228K | 0.0% | +56.3% | 0.000% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 259,076 | $2.80M | 0.1% | +5.3% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 17,558 | $189K | 0.0% | -90.8% | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 13,943 | $151K | 0.0% | N/A | 0.000% | |
3/25/2024 | Quadrature Capital Ltd | 36,946 | $404K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 76,764 | $837K | 0.0% | -43.8% | 0.000% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 9,102 | $100K | 0.0% | -20.3% | 0.000% | |
2/14/2024 | Valley Financial Group Inc. | 35,431 | $387K | 0.3% | N/A | 0.000% | |
2/13/2024 | Karpus Management Inc. | 15,000 | $164K | 0.0% | -94.8% | 0.000% | |
2/12/2024 | Scotia Capital Inc. | 19,209 | $210K | 0.0% | +15.9% | 0.000% | |
2/12/2024 | Evoke Wealth LLC | 163,700 | $1.79M | 0.0% | -9.9% | 0.000% | |
2/12/2024 | Legacy Advisors LLC | 10,074 | $110K | 0.0% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 124,342 | $1.36M | 0.1% | -4.4% | 0.000% | |
2/9/2024 | CreativeOne Wealth LLC | 16,309 | $178K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 956,389 | $10.43M | 0.0% | -4.0% | 0.000% | |
2/7/2024 | Selway Asset Management | 115,515 | $1.26M | 0.5% | -3.7% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 167,786 | $1.83M | 0.0% | +0.7% | 0.000% | |
2/5/2024 | Oder Investment Management LLC | 54,762 | $597K | 0.6% | -29.2% | 0.000% | |
2/5/2024 | Stonebrook Private Inc. | 21,076 | $230K | 0.1% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,304 | $123K | 0.0% | N/A | 0.000% | |
2/1/2024 | First National Bank Sioux Falls | 110,961 | $1.21M | 0.6% | -17.5% | 0.000% | |
1/31/2024 | First National Bank & Trust Co. of Newtown | 79,435 | $867K | 0.2% | -2.2% | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 37,246 | $406K | 0.1% | -8.7% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 111,752 | $1.22M | 0.3% | +25.8% | 0.000% | |
1/29/2024 | Ellis Investment Partners LLC | 65,063 | $710K | 0.2% | +4.5% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 822,247 | $8.97M | 0.0% | -9.1% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 191,558 | $2.09M | 0.0% | +887.4% | 0.000% | |
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad) $2 trillion has disappeared from the US government's books.
The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth. Click here to see his new research now. |
1/24/2024 | Stratos Wealth Partners LTD. | 63,609 | $694K | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 17,558 | $191.56M | 0.0% | -9.5% | 0.000% | |
1/24/2024 | Private Trust Co. NA | 77,957 | $851K | 0.1% | +35.7% | 0.000% | |
1/23/2024 | Semus Wealth Partners LLC | 27,949 | $305K | 0.2% | -5.4% | 0.000% | |
1/23/2024 | Camelot Portfolios LLC | 32,711 | $357K | 0.2% | +27.0% | 0.000% | |
1/22/2024 | Melfa Wealth Management LLC | 91,592 | $999K | 0.9% | +8.1% | 0.000% | |
1/19/2024 | Atlantic Union Bankshares Corp | 13,521 | $148K | 0.0% | +20.5% | 0.000% | |
1/18/2024 | Accel Wealth Management | 84,814 | $925K | 0.5% | +36.3% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 209,930 | $2.29M | 0.0% | -8.8% | 0.000% | |
1/16/2024 | Raymond James & Associates | 1,022,092 | $11.15M | 0.0% | +8.4% | 0.000% | |