2/17/2025 | Bank of America Corp DE | 27,433 | $316K | 0.0% | +7.0% | 0.129% | |
2/17/2025 | Ameriprise Financial Inc. | 39,075 | $450K | 0.0% | -7.7% | 0.183% | |
2/14/2025 | Comerica Bank | 8,123 | $94K | 0.0% | +16.5% | 0.038% | |
2/14/2025 | Virtus ETF Advisers LLC | 65,189 | $751K | 0.3% | +26.0% | 0.306% | |
2/14/2025 | Canal Capital Management LLC | 16,052 | $185K | 0.0% | -26.9% | 0.075% | |
2/14/2025 | Vectors Research Management LLC | 66,663 | $768K | 0.3% | -35.9% | 0.313% | |
2/13/2025 | Guggenheim Capital LLC | 789,229 | $9.09M | 0.1% | +32.7% | 3.704% | |
2/13/2025 | Invesco Ltd. | 212,649 | $2.45M | 0.0% | +19.7% | 0.998% | |
2/13/2025 | Sit Investment Associates Inc. | 1,948,403 | $22.45M | 0.5% | -10.8% | 9.143% | |
2/13/2025 | Wells Fargo & Company MN | 16,012 | $184K | 0.0% | -9.9% | 0.075% | |
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2/12/2025 | World Investment Advisors | 14,714 | $170K | 0.0% | N/A | 0.069% | |
2/11/2025 | LPL Financial LLC | 162,696 | $1.87M | 0.0% | +8.6% | 0.763% | |
2/10/2025 | Commonwealth Equity Services LLC | 17,497 | $202K | 0.0% | +5.9% | 0.082% | |
2/6/2025 | Raymond James Financial Inc. | 1,112,405 | $12.82M | 0.0% | N/A | 5.220% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 18,996 | $219K | 0.0% | -5.5% | 0.089% | |
2/6/2025 | WMG Financial Advisors LLC | 18,262 | $210K | 0.1% | -31.4% | 0.086% | |
2/3/2025 | Concurrent Investment Advisors LLC | 13,641 | $157K | 0.0% | +19.3% | 0.064% | |
1/31/2025 | Semus Wealth Partners LLC | 10,099 | $116K | 0.1% | -19.5% | 0.047% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 762,456 | $8.78M | 0.0% | -23.2% | 3.578% | |
1/23/2025 | BDF Gestion | 5,824 | $67K | 0.0% | N/A | 0.027% | |
1/22/2025 | Fortitude Advisory Group L.L.C. | 24,457 | $282K | 0.2% | +7.1% | 0.115% | |
1/17/2025 | Melfa Wealth Management Inc. | 371,588 | $4.28M | 2.9% | -0.7% | 1.744% | |
1/13/2025 | Courier Capital LLC | 53,636 | $618K | 0.0% | -45.7% | 0.252% | |
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% | |
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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% | |
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% | |
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad) If you missed out on the big boom in Nvidia…
Listen up, because according to Nvidia's own CEO…
Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry. You MUST act before April 23rd |
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% | |