1/24/2025 | Calamos Advisors LLC | 37,191 | $586K | 0.0% | +92.0% | 0.120% | |
1/24/2025 | Matisse Capital | 15,142 | $238K | 0.1% | N/A | 0.049% | |
1/24/2025 | Absolute Investment Advisers LLC | 48,915 | $770K | 0.1% | N/A | 0.158% | |
1/17/2025 | Janney Montgomery Scott LLC | 172,855 | $2.72M | 0.0% | N/A | 0.557% | |
1/13/2025 | Pallas Capital Advisors LLC | 17,000 | $268K | 0.0% | N/A | 0.055% | |
12/3/2024 | Rivernorth Capital Management LLC | 186,138 | $3.54M | 0.2% | N/A | 0.599% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 3,414 | $65K | 0.0% | N/A | 0.011% | |
11/15/2024 | Public Employees Retirement System of Ohio | 45,908 | $873K | 0.0% | N/A | 0.148% | |
11/15/2024 | EP Wealth Advisors LLC | 66,451 | $1.26M | 0.0% | N/A | 0.214% | |
11/15/2024 | Stifel Financial Corp | 55,049 | $1.05M | 0.0% | +24.3% | 0.177% | |
|
11/15/2024 | Quarry LP | 32,560 | $619K | 0.2% | -6.1% | 0.105% | |
11/15/2024 | Rivernorth Capital Management LLC | 31,931 | $607K | 0.0% | N/A | 0.103% | |
11/15/2024 | IHT Wealth Management LLC | 10,066 | $191K | 0.0% | N/A | 0.032% | |
11/12/2024 | Penserra Capital Management LLC | 252,059 | $4.79M | 0.1% | N/A | 0.812% | |
11/12/2024 | Nwam LLC | 14,743 | $280K | 0.0% | N/A | 0.047% | |
11/9/2024 | Landscape Capital Management L.L.C. | 715,745 | $13.61M | 1.4% | +25.3% | 2.304% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 15,409 | $293K | 0.0% | +5.3% | 0.050% | |
11/6/2024 | Planning Capital Management Corp | 4,181 | $80K | 0.1% | +21.3% | 0.013% | |
11/4/2024 | Wolverine Asset Management LLC | 37,894 | $721K | 0.0% | -20.0% | 0.122% | |
10/31/2024 | Concurrent Investment Advisors LLC | 46,300 | $881K | 0.0% | N/A | 0.149% | |
10/24/2024 | Consolidated Portfolio Review Corp | 105,362 | $2.00M | 0.4% | +10.6% | 0.339% | |
10/22/2024 | International Assets Investment Management LLC | 40,811 | $7.76M | 0.0% | +1,850.8% | 0.131% | |
10/18/2024 | Raymond James & Associates | 401,391 | $7.63M | 0.0% | +15.0% | 1.292% | |
8/16/2024 | Quarry LP | 34,665 | $619K | 0.1% | N/A | 0.112% | |
8/15/2024 | Sculptor Capital LP | 16,476 | $294K | 0.0% | N/A | 0.053% | |
8/15/2024 | Sea Otter Advisors LLC | 66,032 | $1.18M | 8.4% | N/A | 0.213% | |
8/15/2024 | Logan Stone Capital LLC | 43,890 | $784K | 0.2% | N/A | 0.141% | |
8/9/2024 | Rathbones Group PLC | 12,205 | $218K | 0.0% | +22.6% | 0.039% | |
8/3/2024 | Shaker Financial Services LLC | 16,500 | $295K | 0.1% | N/A | 0.053% | |
8/2/2024 | Wolverine Asset Management LLC | 47,345 | $846K | 0.0% | N/A | 0.152% | |
8/1/2024 | Consolidated Portfolio Review Corp | 95,241 | $1.70M | 0.4% | +16.4% | 0.307% | |
7/31/2024 | Commonwealth Equity Services LLC | 55,337 | $988K | 0.0% | +18.0% | 0.178% | |
7/30/2024 | Searle & CO. | 21,615 | $386K | 0.1% | N/A | 0.070% | |
7/30/2024 | International Assets Investment Management LLC | 2,092 | $37K | 0.0% | N/A | 0.007% | |
7/22/2024 | Atria Wealth Solutions Inc. | 368,268 | $6.58M | 0.1% | +26.2% | 1.186% | |
7/19/2024 | Raymond James & Associates | 349,100 | $6.24M | 0.0% | +168.3% | 1.124% | |
7/18/2024 | Miracle Mile Advisors LLC | 14,430 | $258K | 0.0% | +26.2% | 0.046% | |
7/17/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 12,000 | $219K | 0.0% | N/A | 0.039% | |
7/10/2024 | Csenge Advisory Group | 20,265 | $362K | 0.0% | N/A | 0.065% | |
5/24/2024 | Cetera Advisors LLC | 12,769 | $261K | 0.0% | N/A | 0.041% | |
We recommended Palantir in 2021, now we're recommending this... (Ad) Simply put: All the grandiose claims you hear about AI will amount to nothing without one key investment.
That's why I believe the biggest AI gains will NOT come from the "Next NVIDIA"... or some obscure AI startup you've never heard of.
In fact, I'm convinced the biggest gains will come from one company that - at first glance - has nothing to do with AI at all.
It's a Texas-based firm that provides the backbone for the entire $15.7 trillion AI industry. Check out my latest investor briefing by clicking here now >>> |
5/15/2024 | Beck Capital Management LLC | 183,425 | $3.76M | 1.1% | +0.8% | 0.591% | |
5/10/2024 | Nwam LLC | 12,630 | $259K | 0.0% | N/A | 0.041% | |
5/9/2024 | Koshinski Asset Management Inc. | 32,422 | $664K | 0.1% | -26.8% | 0.104% | |
5/8/2024 | Avantax Advisory Services Inc. | 19,697 | $403K | 0.0% | +67.3% | 0.063% | |
5/7/2024 | Oppenheimer & Co. Inc. | 41,719 | $854K | 0.0% | +24.0% | 0.134% | |
5/1/2024 | Janney Montgomery Scott LLC | 129,999 | $2.66M | 0.0% | +4.3% | 0.419% | |
4/30/2024 | Consolidated Portfolio Review Corp | 81,823 | $1.68M | 0.4% | +2.3% | 0.263% | |
4/30/2024 | Commonwealth Equity Services LLC | 46,902 | $960K | 0.0% | +3.4% | 0.151% | |
4/25/2024 | Schnieders Capital Management LLC | 26,909 | $551K | 0.1% | +6.1% | 0.087% | |
4/22/2024 | PFG Investments LLC | 82,776 | $1.69M | 0.1% | N/A | 0.267% | |
4/22/2024 | American Institute for Advanced Investment Management LLP | 41,821 | $856K | 0.7% | +212.4% | 0.135% | |
2/12/2024 | Focus Financial Network Inc. ADV | 12,621 | $238K | 0.0% | N/A | 0.042% | |
2/8/2024 | Janney Montgomery Scott LLC | 124,597 | $2.28M | 0.0% | +1.3% | 0.420% | |
2/6/2024 | National Bank of Canada FI | 2,000 | $37K | 0.0% | +233.3% | 0.007% | |
2/2/2024 | Atria Wealth Solutions Inc. | 251,216 | $4.60M | 0.1% | +16.6% | 0.846% | |
2/2/2024 | Schnieders Capital Management LLC | 25,359 | $464K | 0.1% | +5.4% | 0.085% | |
1/31/2024 | Western Wealth Management LLC | 11,759 | $215K | 0.0% | N/A | 0.040% | |
1/29/2024 | Consolidated Portfolio Review Corp | 79,960 | $1.46M | 0.3% | -1.8% | 0.269% | |
1/29/2024 | Koshinski Asset Management Inc. | 44,315 | $811K | 0.1% | +104.9% | 0.149% | |
1/25/2024 | International Assets Investment Management LLC | 36,551 | $669K | 0.0% | N/A | 0.123% | |
1/24/2024 | International Assets Investment Management LLC | 36,551 | $669K | 0.0% | N/A | 0.123% | |
1/23/2024 | American Institute for Advanced Investment Management LLP | 13,387 | $245K | 0.2% | N/A | 0.045% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,125 | $203K | 0.0% | -5.6% | 0.037% | |
1/16/2024 | Raymond James & Associates | 25,641 | $469K | 0.0% | +25.0% | 0.086% | |
11/13/2023 | Consolidated Portfolio Review Corp | 81,444 | $1.42M | 0.3% | -8.9% | 0.274% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 14,200 | $247K | 0.0% | -6.6% | 0.048% | |
11/8/2023 | Atria Wealth Solutions Inc. | 215,380 | $3.75M | 0.1% | +33.4% | 0.725% | |
11/8/2023 | Schnieders Capital Management LLC | 24,059 | $419K | 0.1% | +27.7% | 0.081% | |
11/8/2023 | Avantax Advisory Services Inc. | 12,170 | $212K | 0.0% | N/A | 0.041% | |
11/8/2023 | Oppenheimer & Co. Inc. | 28,636 | $499K | 0.0% | +65.3% | 0.096% | |
11/1/2023 | Csenge Advisory Group | 37,314 | $650K | 0.0% | -15.3% | 0.126% | |
10/25/2023 | Miracle Mile Advisors LLC | 10,920 | $190K | 0.0% | N/A | 0.037% | |
10/24/2023 | Raymond James & Associates | 20,512 | $357K | 0.0% | +17.0% | 0.069% | |
10/20/2023 | Sunesis Advisors LLC | 12,109 | $211K | 0.1% | N/A | 0.041% | |
10/18/2023 | Koshinski Asset Management Inc. | 21,628 | $377K | 0.0% | +11.0% | 0.073% | |
8/17/2023 | Imprint Wealth LLC | 51,045 | $5.10M | 0.2% | N/A | 0.172% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 15,200 | $252K | 0.0% | +29.9% | 0.051% | |
8/11/2023 | Cibc World Market Inc. | 53,666 | $891K | 0.0% | -18.5% | 0.181% | |
8/11/2023 | Missouri Trust & Investment Co | 4,697 | $78K | 0.0% | N/A | 0.016% | |
8/7/2023 | Keystone Financial Group | 17,760 | $295K | 0.1% | N/A | 0.060% | |
8/3/2023 | Atria Wealth Solutions Inc. | 161,473 | $2.68M | 0.0% | +177.9% | 0.544% | |
8/3/2023 | Oppenheimer & Co. Inc. | 17,325 | $288K | 0.0% | +8.1% | 0.058% | |
8/1/2023 | Schnieders Capital Management LLC | 18,839 | $313K | 0.1% | +7.1% | 0.063% | |
7/28/2023 | Koshinski Asset Management Inc. | 19,477 | $323K | 0.0% | N/A | 0.066% | |
7/26/2023 | Janney Montgomery Scott LLC | 122,659 | $2.04M | 0.0% | +1.1% | 0.413% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 11,795 | $196K | 0.0% | -9.0% | 0.040% | |
7/25/2023 | Raymond James & Associates | 17,534 | $291K | 0.0% | +4.5% | 0.059% | |
7/20/2023 | Csenge Advisory Group | 44,040 | $731K | 0.0% | +8.5% | 0.148% | |
7/14/2023 | Bartlett & Co. LLC | 1,500 | $25K | 0.0% | N/A | 0.005% | |
5/11/2023 | Consolidated Portfolio Review Corp | 87,717 | $1.33M | 0.4% | N/A | 0.295% | |
Is this the pin that pops the bubble? (Ad) CEO Jensen Huang does not want you knowing this dirty little secret about Nvidia…
In fact, any day now we’re expecting a cease and desist from Nvidia’s lawyers.
Go here now before it’s too late to find out why Nvidia shares are slumping so hard. Go Here Now Before It’s Too Late |
5/11/2023 | Robertson Stephens Wealth Management LLC | 11,700 | $177K | 0.0% | N/A | 0.039% | |
5/11/2023 | Cooper Financial Group | 11,335 | $171K | 0.0% | N/A | 0.038% | |
5/10/2023 | Oppenheimer & Co. Inc. | 16,029 | $243K | 0.0% | N/A | 0.054% | |
5/1/2023 | Csenge Advisory Group | 40,595 | $614K | 0.0% | +13.8% | 0.137% | |
4/28/2023 | Janney Montgomery Scott LLC | 121,349 | $1.84M | 0.0% | +11.1% | 0.409% | |
4/27/2023 | GFS Advisors LLC | 12,864 | $195K | 0.0% | N/A | 0.043% | |
4/27/2023 | Sunesis Advisors LLC | 12,109 | $183K | 0.1% | N/A | 0.041% | |
4/21/2023 | Kovack Advisors Inc. | 12,147 | $184K | 0.0% | N/A | 0.041% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,960 | $196K | 0.0% | +8.5% | 0.047% | |
4/14/2023 | Raymond James & Associates | 16,783 | $254K | 0.0% | +25.8% | 0.061% | |