11/13/2024 | Rock Point Advisors LLC | 89,721 | $1.12M | 0.3% | -3.7% | 0.421% | |
11/7/2024 | Semus Wealth Partners LLC | 12,548 | $156K | 0.1% | -31.0% | 0.059% | |
11/7/2024 | Thrivent Financial for Lutherans | 66,493 | $826K | 0.0% | +34.3% | 0.312% | |
11/6/2024 | Vectors Research Management LLC | 103,953 | $1.29M | 0.4% | -27.7% | 0.488% | |
10/31/2024 | Concurrent Investment Advisors LLC | 11,435 | $142K | 0.0% | -8.5% | 0.054% | |
10/24/2024 | Arkadios Wealth Advisors | 43,779 | $544K | 0.0% | +4.2% | 0.205% | |
|
10/23/2024 | Canal Capital Management LLC | 21,964 | $273K | 0.0% | +13.6% | 0.103% | |
10/22/2024 | International Assets Investment Management LLC | 107,644 | $13.38M | 0.0% | N/A | 0.505% | |
10/22/2024 | Courier Capital LLC | 98,818 | $1.23M | 0.1% | -27.4% | 0.464% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 992,981 | $12.34M | 0.0% | -22.6% | 4.660% | |
10/18/2024 | Raymond James & Associates | 414,630 | $5.15M | 0.0% | +4.8% | 1.946% | |
10/16/2024 | Melfa Wealth Management Inc. | 374,393 | $4.65M | 3.1% | +1.3% | 1.757% | |
8/7/2024 | Choreo LLC | 19,783 | $233K | 0.0% | N/A | 0.093% | |
7/31/2024 | Semus Wealth Partners LLC | 18,189 | $217K | 0.2% | -32.4% | 0.085% | |
7/31/2024 | Canal Capital Management LLC | 19,332 | $231K | 0.0% | N/A | 0.091% | |
7/30/2024 | WMG Financial Advisors LLC | 24,495 | $292K | 0.2% | +66.5% | 0.115% | |
7/24/2024 | DT Investment Partners LLC | 8,613 | $103K | 0.0% | N/A | 0.040% | |
7/23/2024 | Courier Capital LLC | 136,124 | $1.62M | 0.1% | -11.3% | 0.639% | |
7/19/2024 | Raymond James & Associates | 395,569 | $4.72M | 0.0% | +39.2% | 1.856% | |
7/15/2024 | Melfa Wealth Management Inc. | 369,497 | $4.41M | 3.1% | -1.2% | 1.734% | |
5/14/2024 | Karpus Management Inc. | 410,998 | $4.89M | 0.1% | -2.9% | 1.929% | |
5/8/2024 | Semus Wealth Partners LLC | 26,922 | $320K | 0.3% | -11.1% | 0.126% | |
5/7/2024 | Concurrent Investment Advisors LLC | 12,495 | $149K | 0.0% | -30.4% | 0.059% | |
5/7/2024 | Stonebrook Private Inc. | 30,614 | $364K | 0.1% | -11.7% | 0.144% | |
4/30/2024 | Arkadios Wealth Advisors | 42,141 | $501K | 0.0% | +10.4% | 0.198% | |
4/26/2024 | Riverbridge Partners LLC | 31,775 | $378K | 0.0% | -35.4% | 0.149% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 484,820 | $5.77M | 0.0% | +1.7% | 2.275% | |
4/16/2024 | Courier Capital LLC | 153,504 | $1.83M | 0.1% | -6.2% | 0.720% | |
2/13/2024 | Karpus Management Inc. | 423,286 | $5.16M | 0.2% | -1.6% | 1.986% | |
2/13/2024 | Accuvest Global Advisors | 27,125 | $330K | 0.4% | N/A | 0.127% | |
2/12/2024 | Vectors Research Management LLC | 171,358 | $2.09M | 0.4% | -9.0% | 0.804% | |
2/12/2024 | Relative Value Partners Group LLC | 138,621 | $1.69M | 0.1% | -10.6% | 0.651% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 21,485 | $262K | 0.0% | -9.6% | 0.101% | |
2/8/2024 | WMG Financial Advisors LLC | 14,716 | $179K | 0.1% | N/A | 0.069% | |
2/8/2024 | Rock Point Advisors LLC | 93,718 | $1.14M | 0.3% | -1.9% | 0.440% | |
2/6/2024 | Aviance Capital Partners LLC | 17,328 | $211K | 0.0% | -78.3% | 0.081% | |
2/5/2024 | Stonebrook Private Inc. | 34,679 | $422K | 0.1% | N/A | 0.163% | |
2/1/2024 | Significant Wealth Partners LLC | 40,990 | $499K | 0.4% | N/A | 0.192% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,282,440 | $15.62M | 0.0% | +6.4% | 6.018% | |
1/25/2024 | International Assets Investment Management LLC | 105,479 | $12.85M | 0.0% | N/A | 0.495% | |
Why I'm telling friends to avoid gold stocks (Ad) Back in November, gold made a tiny move of 1.6%.
But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week.
It happened again in March. Gold nudged up 1.2%.
This time? A 104% overnight gain.
And in June? A 1% gold move turned into a 74% gain in two weeks.
Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now.
There's a more lucrative way to play the gold market as we enter a new breakout period.
It's all about catching what I call "Acceleration Cycles." And if you’d like to get your hands on this, here you go, the complete breakdown. |
1/24/2024 | Allworth Financial LP | 6,773 | $82K | 0.0% | N/A | 0.032% | |
1/24/2024 | Arkadios Wealth Advisors | 38,163 | $465K | 0.0% | +2.8% | 0.179% | |
1/24/2024 | International Assets Investment Management LLC | 105,479 | $12.85M | 0.0% | N/A | 0.495% | |
1/22/2024 | Melfa Wealth Management LLC | 353,093 | $4.30M | 4.0% | +1.5% | 1.657% | |
1/18/2024 | Meadow Creek Wealth Advisors LLC | 17,093 | $208K | 0.2% | N/A | 0.080% | |
1/17/2024 | Courier Capital LLC | 163,641 | $1.99M | 0.2% | -9.4% | 0.768% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 476,555 | $5.80M | 0.0% | +24.0% | 2.236% | |
1/16/2024 | Raymond James & Associates | 197,521 | $2.41M | 0.0% | +7.4% | 0.927% | |
1/11/2024 | Raymond James Trust N.A. | 42,911 | $523K | 0.0% | +3.1% | 0.201% | |
11/13/2023 | Consolidated Portfolio Review Corp | 164,144 | $1.87M | 0.5% | +25.3% | 0.770% | |
11/9/2023 | Karpus Management Inc. | 429,993 | $4.89M | 0.2% | -0.8% | 2.018% | |
11/9/2023 | Vectors Research Management LLC | 188,305 | $2.08M | 0.7% | -3.5% | 0.884% | |
11/9/2023 | Rock Point Advisors LLC | 95,567 | $1.09M | 0.4% | +1.0% | 0.448% | |
11/7/2023 | Virtus ETF Advisers LLC | 57,476 | $654K | 0.4% | N/A | 0.270% | |
11/7/2023 | Aviance Capital Partners LLC | 79,869 | $909K | 0.2% | -18.2% | 0.375% | |
10/31/2023 | GraniteShares Advisors LLC | 116,070 | $1.32M | 1.2% | +4.0% | 0.545% | |
10/30/2023 | Melfa Wealth Management LLC | 347,800 | $3.96M | 4.0% | +3.9% | 1.632% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 1,205,748 | $13.72M | 0.0% | +8.1% | 5.658% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 384,321 | $4.37M | 0.0% | -10.0% | 1.803% | |
10/24/2023 | Raymond James & Associates | 183,958 | $2.09M | 0.0% | +1.2% | 0.863% | |
10/23/2023 | Commonwealth Equity Services LLC | 23,406 | $266K | 0.0% | -4.9% | 0.110% | |
10/16/2023 | Riverbridge Partners LLC | 49,050 | $558K | 0.0% | +3.5% | 0.230% | |
10/13/2023 | Courier Capital LLC | 180,557 | $2.06M | 0.2% | -3.4% | 0.847% | |
10/13/2023 | Arkadios Wealth Advisors | 37,120 | $422K | 0.0% | +2.9% | 0.174% | |
10/12/2023 | IFP Advisors Inc | 2,197 | $25K | 0.0% | N/A | 0.010% | |
10/11/2023 | Transform Wealth LLC | 23,755 | $270K | 0.0% | -50.0% | 0.111% | |
8/11/2023 | Karpus Management Inc. | 433,617 | $5.28M | 0.2% | -2.6% | 2.035% | |
8/11/2023 | Guggenheim Capital LLC | 165,660 | $2.02M | 0.0% | +13.4% | 0.777% | |
8/10/2023 | GraniteShares Advisors LLC | 111,620 | $1.36M | 1.2% | -1.1% | 0.524% | |
8/10/2023 | Sit Investment Associates Inc. | 2,887,615 | $35.14M | 0.9% | +7.8% | 13.551% | |
8/8/2023 | Vectors Research Management LLC | 195,177 | $2.38M | 0.7% | -8.6% | 0.916% | |
8/7/2023 | Wolverine Asset Management LLC | 15,763 | $192K | 0.0% | -10.6% | 0.074% | |
8/3/2023 | WMG Financial Advisors LLC | 12,749 | $155K | 0.1% | +23.8% | 0.060% | |
7/31/2023 | LPL Financial LLC | 183,560 | $2.23M | 0.0% | +4.7% | 0.861% | |
7/31/2023 | Fortitude Advisory Group L.L.C. | 20,499 | $249K | 0.2% | +35.0% | 0.096% | |
7/31/2023 | Courier Capital LLC | 186,955 | $2.28M | 0.2% | N/A | 0.877% | |
7/26/2023 | Riverbridge Partners LLC | 47,392 | $577K | 0.0% | -6.1% | 0.222% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 427,030 | $5.20M | 0.0% | +0.5% | 2.004% | |
7/25/2023 | Raymond James & Associates | 181,828 | $2.21M | 0.0% | -0.6% | 0.853% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 1,115,378 | $13.57M | 0.0% | +31.3% | 5.235% | |
7/18/2023 | Melfa Wealth Management LLC | 334,596 | $4.07M | 4.1% | +7.5% | 1.570% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 1,115,378 | $13.57M | 0.0% | +31.3% | 5.234% | |
6/28/2023 | Relative Value Partners Group LLC | 183,445 | $2.31M | 0.2% | -14.1% | 0.861% | |
6/5/2023 | Level Four Advisory Services LLC | 16,360 | $206K | 0.0% | N/A | 0.077% | |
5/18/2023 | HNP Capital LLC | 206,220 | $2.60M | 0.7% | -33.2% | 0.000% | |
5/15/2023 | Relative Value Partners Group LLC | 183,445 | $2.31M | 0.2% | -14.1% | 0.863% | |
5/11/2023 | Consolidated Portfolio Review Corp | 68,191 | $859K | 0.2% | N/A | 0.321% | |
5/11/2023 | Karpus Management Inc. | 445,386 | $5.61M | 0.2% | -1.8% | 2.095% | |
5/11/2023 | Sit Investment Associates Inc. | 2,678,178 | $33.72M | 0.9% | +9.1% | 12.597% | |
5/11/2023 | Aviance Capital Partners LLC | 98,369 | $1.24M | 0.3% | +2.6% | 0.463% | |
We recommended Palantir in 2021, now we’re recommending this... (Ad) My research indicates there is only one investment that can meet AI's unprecedented demand for energy. Click to get the name and ticker symbol |
5/11/2023 | Guggenheim Capital LLC | 146,140 | $1.84M | 0.0% | +21.2% | 0.687% | |
5/10/2023 | Rock Point Advisors LLC | 96,014 | $1.21M | 0.4% | +1.1% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 17,636 | $222K | 0.0% | -10.3% | 0.000% | |
5/4/2023 | Vectors Research Management LLC | 213,636 | $2.69M | 0.7% | -32.7% | 1.005% | |
5/3/2023 | Raymond James Trust N.A. | 40,713 | $513K | 0.0% | +12.7% | 0.192% | |
5/2/2023 | Arkadios Wealth Advisors | 36,042 | $454K | 0.1% | +2.4% | 0.170% | |
4/28/2023 | Janney Montgomery Scott LLC | 12,459 | $157K | 0.0% | -22.4% | 0.000% | |
4/25/2023 | Foundations Investment Advisors LLC | 148,833 | $1.87M | 0.1% | +7.4% | 0.000% | |
4/24/2023 | GraniteShares Advisors LLC | 112,807 | $1.42M | 1.3% | N/A | 0.000% | |
4/21/2023 | Riverbridge Partners LLC | 50,490 | $636K | 0.0% | +7.2% | 0.000% | |