1/17/2025 | Cerro Pacific Wealth Advisors LLC | 1,352 | $1.41M | 0.5% | -1.5% | 0.003% | |
1/17/2025 | Capital Planning Advisors LLC | 3,989 | $4.21M | 0.6% | +6.1% | 0.008% | |
1/17/2025 | Beacon Investment Advisory Services Inc. | 370 | $390K | 0.0% | +19.4% | 0.001% | |
1/17/2025 | Teamwork Financial Advisors LLC | 13,571 | $14.30M | 1.9% | -1.7% | 0.028% | |
1/17/2025 | Adirondack Trust Co. | 47 | $50K | 0.0% | -48.9% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 760 | $844K | 0.0% | +8.7% | 0.002% | |
1/17/2025 | Wendell David Associates Inc. | 4,314 | $4.55M | 0.4% | -0.9% | 0.009% | |
1/17/2025 | Janney Montgomery Scott LLC | 23,928 | $25.22M | 0.1% | -2.4% | 0.049% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 1,069 | $1.13M | 0.0% | -5.3% | 0.002% | |
1/17/2025 | SG Americas Securities LLC | 2,132 | $2.25M | 0.0% | -96.3% | 0.004% | |
|
1/17/2025 | Daymark Wealth Partners LLC | 663 | $699K | 0.0% | -9.1% | 0.001% | |
1/17/2025 | Dakota Wealth Management | 3,287 | $3.47M | 0.1% | +1.6% | 0.007% | |
1/17/2025 | Eads & Heald Wealth Management | 2,822 | $2.98M | 1.5% | -3.7% | 0.006% | |
1/17/2025 | Barlow Wealth Partners Inc. | 13,735 | $15.02M | 1.9% | +2.7% | 0.028% | |
1/17/2025 | Nisa Investment Advisors LLC | 12,867 | $13.56M | 0.1% | +7.3% | 0.026% | |
1/17/2025 | Sheets Smith Wealth Management | 5,688 | $6.00M | 0.7% | -0.2% | 0.012% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 519 | $547K | 0.0% | -14.2% | 0.001% | |
1/17/2025 | Mogy Joel R Investment Counsel Inc. | 4,064 | $4.28M | 0.3% | +155.6% | 0.008% | |
1/17/2025 | Atomi Financial Group Inc. | 543 | $572K | 0.0% | +24.5% | 0.001% | |
1/17/2025 | Chesley Taft & Associates LLC | 7,054 | $7.44M | 0.3% | +0.5% | 0.014% | |
1/16/2025 | Crossmark Global Holdings Inc. | 2,649 | $2.79M | 0.1% | -22.3% | 0.005% | |
1/16/2025 | Cove Private Wealth LLC | 390 | $411K | 0.2% | N/A | 0.001% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 314 | $331K | 0.0% | -4.6% | 0.001% | |
1/16/2025 | Uncommon Cents Investing LLC | 433 | $456K | 0.1% | -2.3% | 0.001% | |
1/16/2025 | Bremer Bank National Association | 506 | $533K | 0.1% | -6.3% | 0.001% | |
1/16/2025 | UMB Bank n.a. | 8,667 | $9.14M | 0.1% | -0.8% | 0.018% | |
1/16/2025 | Trueblood Wealth Management LLC | 501 | $528K | 0.3% | +4.8% | 0.001% | |
1/16/2025 | Diversify Advisory Services LLC | 503 | $529K | 0.0% | -36.5% | 0.001% | |
1/16/2025 | LVW Advisors LLC | 603 | $636K | 0.1% | +136.5% | 0.001% | |
1/16/2025 | Terra Nova Asset Management LLC | 2,152 | $2.27M | 1.7% | +0.6% | 0.004% | |
1/16/2025 | Hall Laurie J Trustee | 600 | $633K | 0.2% | -3.2% | 0.001% | |
1/16/2025 | Liberty One Investment Management LLC | 279 | $294K | 0.0% | +9.8% | 0.001% | |
1/16/2025 | Romano Brothers AND Company | 440 | $464K | 0.1% | -12.0% | 0.001% | |
1/16/2025 | McElhenny Sheffield Capital Management LLC | 492 | $519K | 0.2% | N/A | 0.001% | |
1/16/2025 | Cadinha & Co. LLC | 2,041 | $2.15M | 0.4% | -13.4% | 0.004% | |
1/15/2025 | Aaron Wealth Advisors LLC | 588 | $620K | 0.1% | +8.5% | 0.001% | |
1/15/2025 | BNC Wealth Management LLC | 3,139 | $3.31M | 1.1% | +6.3% | 0.006% | |
1/15/2025 | Monarch Capital Management Inc. | 1,265 | $1.33M | 0.4% | -2.7% | 0.003% | |
1/15/2025 | Ameritas Advisory Services LLC | 567 | $598K | 0.0% | N/A | 0.001% | |
1/15/2025 | HB Wealth Management LLC | 1,250 | $1.32M | 0.0% | -10.1% | 0.003% | |
Tesla Shares Soar After Trump Win (Act Now) (Ad) Are you ready to see why Tesla might be the biggest opportunity on the market today?
Right now, Tesla stock is at a critical juncture, and Lance believes it’s primed for explosive growth.
That’s why he’s giving away his eBook, The Bullish Case for Tesla, for FREE—but only for a limited time. ➡️ Click here to get your copy now! |
1/15/2025 | Trust Co. of Vermont | 1,108 | $1.17M | 0.1% | -1.2% | 0.002% | |
1/15/2025 | Premier Path Wealth Partners LLC | 638 | $672K | 0.1% | +7.2% | 0.001% | |
1/15/2025 | Arkadios Wealth Advisors | 577 | $608K | 0.0% | -10.4% | 0.001% | |
1/15/2025 | Spring Capital Management LLC | 8,034 | $8.47M | 5.1% | +6.1% | 0.016% | |
1/15/2025 | Brooklyn Investment Group | 277 | $292K | 0.1% | +5.3% | 0.001% | |
1/15/2025 | Albert D Mason Inc. | 2,529 | $2.67M | 1.8% | -1.4% | 0.005% | |
1/15/2025 | Merit Financial Group LLC | 378 | $399K | 0.0% | N/A | 0.001% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 442 | $466K | 0.0% | +6.5% | 0.001% | |
1/15/2025 | Avanza Fonder AB | 4,701 | $4.96M | 0.1% | N/A | 0.010% | |
1/15/2025 | Everpar Advisors LLC | 1,300 | $1.37M | 0.7% | -1.1% | 0.003% | |
1/15/2025 | Tompkins Financial Corp | 232 | $245K | 0.0% | -5.3% | 0.000% | |
1/15/2025 | Ullmann Wealth Partners Group LLC | 190 | $200K | 0.0% | N/A | 0.000% | |
1/15/2025 | JGP Wealth Management LLC | 14,100 | $14.86M | 1.9% | +0.1% | 0.029% | |
1/15/2025 | Ritholtz Wealth Management | 1,309 | $1.38M | 0.0% | +160.8% | 0.003% | |
1/15/2025 | Gateway Investment Advisers LLC | 1,116 | $1.18M | 0.0% | -25.5% | 0.002% | |
1/15/2025 | West Coast Financial LLC | 9,438 | $9.95M | 1.1% | -34.2% | 0.019% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 219 | $231K | 0.0% | -48.6% | 0.000% | |
1/14/2025 | USA Financial Formulas | 399 | $421K | 0.1% | +45.1% | 0.001% | |
1/14/2025 | CHURCHILL MANAGEMENT Corp | 13,097 | $13.81M | 0.2% | +1.6% | 0.027% | |
1/14/2025 | Burney Co. | 1,746 | $1.84M | 0.1% | -3.8% | 0.004% | |
1/14/2025 | Brendel Financial Advisors LLC | 3,007 | $3.17M | 1.9% | +496.6% | 0.006% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,984 | $3.15M | 0.6% | +49.9% | 0.006% | |
1/14/2025 | Park Avenue Securities LLC | 1,412 | $1.49M | 0.0% | +19.3% | 0.003% | |
1/14/2025 | Kathmere Capital Management LLC | 574 | $605K | 0.1% | +12.3% | 0.001% | |
1/14/2025 | Assenagon Asset Management S.A. | 56,978 | $60.06M | 0.1% | +1,653.7% | 0.117% | |
1/14/2025 | Board of the Pension Protection Fund | 400 | $422K | 0.5% | N/A | 0.001% | |
1/14/2025 | Fifth Third Wealth Advisors LLC | 703 | $741K | 0.0% | +5.1% | 0.001% | |
1/14/2025 | Oak Thistle LLC | 417 | $440K | 0.1% | N/A | 0.001% | |
1/14/2025 | SeaCrest Wealth Management LLC | 1,123 | $1.18M | 0.1% | -27.6% | 0.002% | |
1/14/2025 | Signal Advisors Wealth LLC | 398 | $420K | 0.0% | -2.5% | 0.001% | |
1/13/2025 | Tealwood Asset Management Inc. | 2,160 | $2.28M | 0.9% | -0.6% | 0.004% | |
1/13/2025 | Unique Wealth LLC | 1,647 | $1.74M | 0.4% | +9.7% | 0.003% | |
1/13/2025 | Courier Capital LLC | 1,431 | $1.51M | 0.1% | -27.8% | 0.003% | |
1/13/2025 | Miracle Mile Advisors LLC | 421 | $443K | 0.0% | +18.3% | 0.001% | |
1/13/2025 | Pallas Capital Advisors LLC | 5,949 | $6.27M | 0.3% | -2.6% | 0.012% | |
1/13/2025 | Enterprise Bank & Trust Co | 900 | $949K | 0.3% | +12.4% | 0.002% | |
1/13/2025 | Fragasso Financial Advisors Inc | 3,987 | $4.20M | 0.3% | -11.2% | 0.008% | |
1/13/2025 | Trust Co. of Toledo NA OH | 1,521 | $1.60M | 0.2% | +313.3% | 0.003% | |
1/13/2025 | Fiduciary Alliance LLC | 192 | $202K | 0.0% | N/A | 0.000% | |
1/13/2025 | Clark & Stuart Inc | 1,652 | $1.74M | 1.3% | N/A | 0.003% | |
1/13/2025 | Matrix Trust Co | 89 | $94K | 0.0% | +584.6% | 0.000% | |
1/13/2025 | Czech National Bank | 9,609 | $10.13M | 0.1% | +6.2% | 0.020% | |
1/10/2025 | Harbor Capital Advisors Inc. | 1,291 | $1.36M | 0.1% | +2.5% | 0.003% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 13,866 | $14.41M | 0.0% | +0.3% | 0.028% | |
1/10/2025 | ORG Partners LLC | 521 | $550K | 0.1% | +89.5% | 0.001% | |
1/10/2025 | Baker Tilly Wealth Management LLC | 271 | $286K | 0.1% | -11.1% | 0.001% | |
1/10/2025 | Hudson Valley Investment Advisors Inc. ADV | 7,449 | $7.85M | 0.9% | -5.6% | 0.015% | |
1/8/2025 | First Hawaiian Bank | 1,563 | $1.65M | 0.1% | -1.0% | 0.003% | |
1/7/2025 | Birch Capital Management LLC | 14,758 | $15.56M | 7.8% | -0.3% | 0.030% | |
1/7/2025 | Bath Savings Trust Co | 432 | $455K | 0.0% | -2.3% | 0.001% | |
Tesla Shares Soar After Trump Win (Act Now) (Ad) Are you ready to see why Tesla might be the biggest opportunity on the market today?
Right now, Tesla stock is at a critical juncture, and Lance believes it’s primed for explosive growth.
That’s why he’s giving away his eBook, The Bullish Case for Tesla, for FREE—but only for a limited time. ➡️ Click here to get your copy now! |
1/7/2025 | Diversified Trust Co | 3,209 | $3.38M | 0.1% | -0.5% | 0.007% | |
1/7/2025 | Bank of New Hampshire | 478 | $504K | 0.1% | -11.6% | 0.001% | |
1/6/2025 | Insight Wealth Strategies LLC | 4,328 | $4.56M | 0.6% | +3.6% | 0.009% | |
1/6/2025 | Kings Path Partners LLC | 1,008 | $1.06M | 0.5% | -24.7% | 0.002% | |
1/6/2025 | Neville Rodie & Shaw Inc. | 1,254 | $1.32M | 0.1% | -2.7% | 0.003% | |
1/6/2025 | Pensionfund Sabic | 1,550 | $1.63M | 0.4% | +24.0% | 0.003% | |
1/6/2025 | Nordea Investment Management AB | 98,002 | $103.86M | 0.1% | -25.9% | 0.201% | |
1/3/2025 | GAMMA Investing LLC | 686 | $723K | 0.1% | +15.5% | 0.001% | |
1/3/2025 | Versant Capital Management Inc | 161 | $170K | 0.0% | +47.7% | 0.000% | |
1/2/2025 | IMPACTfolio LLC | 192 | $202K | 0.1% | N/A | 0.000% | |