1/16/2025 | Penn Davis Mcfarland Inc. | 1,601,182 | $23.38M | 2.5% | +18.1% | 0.760% | |
1/15/2025 | LongView Wealth Management | 15,844 | $231K | 0.1% | -44.7% | 0.008% | |
1/13/2025 | Moody National Bank Trust Division | 18,913 | $276K | 0.0% | +35.2% | 0.009% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 33,738 | $509K | 0.0% | +64.3% | 0.016% | |
12/26/2024 | JPMorgan Chase & Co. | 5,000 | $76K | 0.0% | N/A | 0.002% | |
11/19/2024 | Barclays PLC | 39,925 | $603K | 0.0% | -47.7% | 0.019% | |
11/15/2024 | Barclays PLC | 39,925 | $603K | 0.0% | -47.7% | 0.018% | |
11/15/2024 | EP Wealth Advisors LLC | 27,591 | $417K | 0.0% | N/A | 0.012% | |
11/15/2024 | Jane Street Group LLC | 10,783 | $163K | 0.0% | -92.4% | 0.005% | |
11/15/2024 | Stifel Financial Corp | 173,775 | $2.62M | 0.0% | +9.6% | 0.077% | |
|
11/15/2024 | HighTower Advisors LLC | 404,828 | $6.11M | 0.0% | +1.7% | 0.180% | |
11/15/2024 | Hilltop Holdings Inc. | 19,300 | $291K | 0.0% | +47.3% | 0.009% | |
11/14/2024 | Icon Wealth Advisors LLC | 81,540 | $1.23M | 0.1% | -1.7% | 0.036% | |
11/13/2024 | Clark Estates Inc. NY | 179,800 | $2.72M | 0.5% | -7.4% | 0.080% | |
11/13/2024 | Cadence Bank | 27,650 | $418K | 0.0% | +2.6% | 0.012% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 275,638 | $4.16M | 0.1% | +65.9% | 0.122% | |
11/12/2024 | Larson Financial Group LLC | 3,589 | $54K | 0.0% | N/A | 0.002% | |
11/12/2024 | Citigroup Inc. | 470,915 | $7.11M | 0.0% | +2.3% | 0.209% | |
11/12/2024 | AlphaCore Capital LLC | 58,550 | $884K | 0.2% | +34.4% | 0.026% | |
11/8/2024 | Moors & Cabot Inc. | 93,450 | $1.41M | 0.1% | +3.3% | 0.041% | |
11/8/2024 | Anthracite Investment Company Inc. | 88,104 | $1.33M | 0.6% | -18.5% | 0.039% | |
11/6/2024 | ING Groep NV | 652,900 | $9.86M | 0.1% | +5.9% | 0.290% | |
11/5/2024 | Chase Investment Counsel Corp | 34,914 | $527K | 0.2% | -12.2% | 0.015% | |
11/5/2024 | Investment Management Associates Inc. ADV | 1,180,220 | $17.82M | 7.0% | -4.2% | 0.524% | |
10/29/2024 | Indie Asset Partners LLC | 15,500 | $234K | 0.2% | N/A | 0.007% | |
10/28/2024 | US Bancorp DE | 17,950 | $271K | 0.0% | -20.0% | 0.009% | |
10/25/2024 | Fiducient Advisors LLC | 811,467 | $12.25M | 1.4% | N/A | 0.386% | |
10/25/2024 | JFS Wealth Advisors LLC | 32,747 | $494K | 0.0% | N/A | 0.016% | |
10/24/2024 | Autumn Glory Partners LLC | 31,600 | $477K | 0.2% | -32.2% | 0.015% | |
10/24/2024 | Custom Index Systems LLC | 73,879 | $1.12M | 0.6% | -15.8% | 0.035% | |
10/24/2024 | Clear Harbor Asset Management LLC | 52,032 | $786K | 0.1% | -5.3% | 0.025% | |
10/23/2024 | Spirit of America Management Corp NY | 317,999 | $4.80M | 1.0% | -16.4% | 0.151% | |
10/22/2024 | International Assets Investment Management LLC | 54,556 | $8.24M | 0.0% | N/A | 0.026% | |
10/21/2024 | LB Partners LLC | 10,000 | $151K | 0.1% | -91.6% | 0.005% | |
10/18/2024 | Raymond James & Associates | 218,770 | $3.30M | 0.0% | -33.2% | 0.104% | |
10/17/2024 | BCS Wealth Management | 14,130 | $213K | 0.1% | +15.1% | 0.007% | |
10/11/2024 | Creative Planning | 11,857 | $179K | 0.0% | -25.7% | 0.005% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 16,005 | $242K | 0.0% | +10.1% | 0.007% | |
10/9/2024 | LongView Wealth Management | 28,658 | $433K | 0.1% | -11.1% | 0.014% | |
10/9/2024 | Cypress Wealth Services LLC | 21,437 | $324K | 0.1% | N/A | 0.010% | |
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. |
10/2/2024 | Doliver Advisors LP | 30,943 | $467K | 0.1% | +14.2% | 0.015% | |
8/21/2024 | Truist Financial Corp | 49,468 | $775K | 0.0% | -2.0% | 0.024% | |
8/16/2024 | Magnolia Capital Advisors LLC | 158,267 | $2.48M | 0.1% | N/A | 0.075% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 10,000 | $157K | 0.0% | -83.3% | 0.005% | |
8/14/2024 | Evergreen Capital Management LLC | 54,156 | $849K | 0.0% | +61.1% | 0.026% | |
8/13/2024 | MAS Advisors LLC | 29,179 | $457K | 1.1% | +5.4% | 0.014% | |
8/13/2024 | Orchard Capital Management LLC | 191,156 | $3.00M | 0.9% | -2.2% | 0.091% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 201,336 | $3.16M | 1.1% | +25.7% | 0.096% | |
8/8/2024 | Bahl & Gaynor Inc. | 17,500 | $274K | 0.0% | +29.6% | 0.008% | |
8/7/2024 | Choreo LLC | 12,975 | $205K | 0.0% | N/A | 0.006% | |
8/3/2024 | Chase Investment Counsel Corp | 34,914 | $525K | 0.2% | -12.2% | 0.017% | |
8/1/2024 | Mraz Amerine & Associates Inc. | 125,845 | $1.97M | 0.4% | -3.8% | 0.060% | |
8/1/2024 | GraniteShares Advisors LLC | 121,795 | $1.91M | 0.6% | +14.2% | 0.058% | |
7/31/2024 | Commonwealth Equity Services LLC | 33,915 | $531K | 0.0% | +21.8% | 0.016% | |
7/29/2024 | LB Partners LLC | 119,000 | $1.87M | 1.6% | -20.0% | 0.057% | |
7/29/2024 | Financial Advocates Investment Management | 10,140 | $159K | 0.0% | N/A | 0.005% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 391,070 | $6.13M | 0.0% | -1.1% | 0.186% | |
7/26/2024 | Summit Securities Group LLC | 4,700 | $74K | 0.0% | N/A | 0.002% | |
7/25/2024 | Spirit of America Management Corp NY | 380,499 | $5.96M | 1.2% | -11.0% | 0.181% | |
7/22/2024 | LongView Wealth Management | 32,250 | $505K | 0.2% | -2.3% | 0.015% | |
7/19/2024 | Raymond James & Associates | 327,723 | $5.14M | 0.0% | -27.4% | 0.156% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 14,540 | $228K | 0.0% | N/A | 0.007% | |
5/17/2024 | Lummis Asset Management LP | 2,415 | $39K | 0.1% | -99.3% | 0.001% | |
5/17/2024 | Tidal Investments LLC | 90,566 | $1.45M | 0.0% | +8.4% | 0.043% | |
5/15/2024 | Aristides Capital LLC | 31,735 | $507K | 0.2% | -24.0% | 0.015% | |
5/14/2024 | Cadence Bank | 26,350 | $421K | 0.0% | +3.1% | 0.013% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 60,000 | $959K | 0.1% | +200.0% | 0.029% | |
5/11/2024 | MAS Advisors LLC | 27,673 | $442K | 0.5% | +56.7% | 0.013% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 160,200 | $2.56M | 0.9% | N/A | 0.076% | |
5/9/2024 | First Eagle Investment Management LLC | 5,360 | $86K | 0.0% | -16.3% | 0.003% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 18,150 | $290K | 0.0% | N/A | 0.009% | |
5/7/2024 | Hilltop National Bank | 11,100 | $177K | 0.1% | N/A | 0.005% | |
5/7/2024 | SG Americas Securities LLC | 6,387 | $102K | 0.0% | N/A | 0.003% | |
5/6/2024 | ORG Partners LLC | 13,900 | $224K | 0.4% | N/A | 0.007% | |
5/3/2024 | Avidian Wealth Solutions LLC | 27,500 | $439K | 0.0% | N/A | 0.013% | |
5/2/2024 | LB Partners LLC | 148,800 | $2.38M | 2.4% | -13.4% | 0.071% | |
4/29/2024 | Mcdaniel Terry & Co. | 126,762 | $2.03M | 0.2% | -4.7% | 0.060% | |
4/26/2024 | Bogart Wealth LLC | 1,623 | $26K | 0.0% | N/A | 0.001% | |
4/25/2024 | Triumph Capital Management | 29,636 | $477K | 0.2% | N/A | 0.014% | |
4/25/2024 | Penn Davis Mcfarland Inc. | 1,356,321 | $21.67M | 3.4% | -8.1% | 0.645% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 2,036 | $33K | 0.0% | -32.9% | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 6,366 | $102K | 0.0% | -23.9% | 0.003% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 81,552 | $1.30M | 0.0% | +4.0% | 0.039% | |
4/22/2024 | Raymond James & Associates | 451,443 | $7.21M | 0.0% | -2.5% | 0.215% | |
4/22/2024 | GraniteShares Advisors LLC | 106,607 | $1.70M | 0.9% | +14.6% | 0.051% | |
4/19/2024 | Veracity Capital LLC | 36,670 | $586K | 0.2% | -25.6% | 0.017% | |
4/19/2024 | Kovack Advisors Inc. | 11,525 | $184K | 0.0% | -11.5% | 0.005% | |
4/17/2024 | Baker Ellis Asset Management LLC | 12,000 | $192K | 0.0% | -7.7% | 0.006% | |
4/16/2024 | LongView Wealth Management | 33,005 | $527K | 0.2% | -2.2% | 0.016% | |
4/16/2024 | Howard Financial Services LTD. | 91,340 | $1.46M | 0.3% | -6.0% | 0.043% | |
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. |
4/15/2024 | F&V Capital Management LLC | 20,200 | $323K | 0.1% | +10.4% | 0.010% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 3,036 | $48K | 0.0% | +279.5% | 0.001% | |
3/27/2024 | Nomura Holdings Inc. | 353,100 | $5.64M | 0.0% | N/A | 0.168% | |
2/26/2024 | Virtu Financial LLC | 17,620 | $281K | 0.0% | N/A | 0.008% | |
2/15/2024 | Clear Street Markets LLC | 10,000 | $160K | 0.0% | +334.8% | 0.004% | |
2/14/2024 | Avenir Corp | 73,900 | $1.18M | 0.1% | N/A | 0.033% | |
2/14/2024 | Nomura Holdings Inc. | 353,100 | $5.64M | 0.0% | N/A | 0.157% | |
2/14/2024 | Waterloo Capital L.P. | 21,000 | $335K | 0.1% | N/A | 0.009% | |
2/13/2024 | Mudita Advisors LLP | 760,877 | $12.14M | 8.4% | -3.3% | 0.339% | |
2/13/2024 | Holderness Investments Co. | 13,450 | $215K | 0.1% | N/A | 0.006% | |