11/15/2024 | IHT Wealth Management LLC | 19,352 | $259K | 0.0% | +82.6% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 18,625 | $249K | 0.0% | N/A | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 2,279 | $30K | 0.0% | +76.0% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 248,413 | $3.32M | 0.0% | +70.1% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 40,546 | $543K | 0.0% | -11.0% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 49,402 | $661K | 0.0% | N/A | 0.000% | |
|
10/31/2024 | Shaker Financial Services LLC | 83,975 | $1.13M | 0.4% | +28.6% | 0.000% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 16,000 | $214K | 0.2% | N/A | 0.000% | |
10/23/2024 | Outlook Wealth Advisors LLC | 56,141 | $751K | 0.2% | +6.5% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 12,082 | $162K | 0.0% | +1,238.0% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 161,246 | $2.16M | 0.0% | -36.5% | 0.000% | |
10/8/2024 | Future Financial Wealth Managment LLC | 3,500 | $47K | 0.0% | N/A | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 25,326 | $313K | 0.0% | N/A | 0.000% | |
8/14/2024 | EverSource Wealth Advisors LLC | 12,273 | $158K | 0.0% | N/A | 0.000% | |
8/13/2024 | Thrivent Financial for Lutherans | 45,561 | $583K | 0.0% | -8.3% | 0.000% | |
8/6/2024 | Private Management Group Inc. | 50,692 | $648K | 0.0% | -3.1% | 0.000% | |
8/6/2024 | Ausdal Financial Partners Inc. | 49,369 | $631K | 0.1% | +75.8% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 65,322 | $844K | 0.3% | N/A | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 253,890 | $3.25M | 0.0% | -17.2% | 0.000% | |
7/18/2024 | Outlook Wealth Advisors LLC | 52,732 | $674K | 0.2% | N/A | 0.000% | |
5/9/2024 | Private Management Group Inc. | 52,317 | $669K | 0.0% | -1.5% | 0.000% | |
5/7/2024 | WNY Asset Management LLC | 30,467 | $389K | 0.1% | -7.1% | 0.000% | |
5/4/2024 | Gould Asset Management LLC CA | 18,861 | $241K | 0.1% | +5.3% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 306,800 | $3.92M | 0.0% | -26.9% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 3,500 | $45K | 0.0% | N/A | 0.000% | |
2/21/2024 | WNY Asset Management LLC | 32,800 | $400K | 0.1% | -3.0% | 0.000% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 31,800 | $388K | 0.0% | +22.0% | 0.000% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 2,545 | $31K | 0.0% | N/A | 0.000% | |
2/2/2024 | Gould Asset Management LLC CA | 17,916 | $219K | 0.1% | +9.1% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 419,872 | $5.12M | 0.0% | -2.3% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 11,017 | $134K | 0.0% | +1,120.0% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 32,810 | $400K | 0.0% | +17.5% | 0.000% | |
1/16/2024 | Raymond James & Associates | 71,118 | $868K | 0.0% | -15.8% | 0.000% | |
1/12/2024 | Advisor Resource Council | 38,140 | $465K | 0.1% | N/A | 0.000% | |
12/14/2023 | WNY Asset Management LLC | 33,800 | $387K | 0.1% | +16.6% | 0.000% | |
11/14/2023 | McGowan Group Asset Management Inc. | 3,625,486 | $41.48M | 6.5% | +1.7% | 0.000% | |
11/13/2023 | LPL Financial LLC | 307,306 | $3.52M | 0.0% | +7.1% | 0.000% | |
11/8/2023 | Ausdal Financial Partners Inc. | 15,800 | $181K | 0.0% | N/A | 0.000% | |
11/6/2023 | Summit X LLC | 81,835 | $936K | 0.3% | -5.8% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 429,551 | $4.91M | 0.0% | +2.1% | 0.000% | |
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad) Trump's back in the White House, but Wall Street is pissed.
Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback. Get your free guide NOW before it's too late. |
10/26/2023 | Advisor Partners II LLC | 90,842 | $1.04M | 0.0% | N/A | 0.000% | |
10/24/2023 | Bank of New York Mellon Corp | 19,144 | $219K | 0.0% | +10.3% | 0.000% | |
10/24/2023 | Raymond James & Associates | 84,466 | $966K | 0.0% | -4.6% | 0.000% | |
10/23/2023 | Commonwealth Equity Services LLC | 13,465 | $154K | 0.0% | -12.7% | 0.000% | |
10/11/2023 | Independent Wealth Network Inc. | 19,277 | $221K | 0.1% | +60.5% | 0.000% | |
8/11/2023 | Landscape Capital Management L.L.C. | 10,834 | $121K | 0.0% | -20.6% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 229,328 | $2.56M | 0.0% | -15.8% | 0.000% | |
8/10/2023 | McGowan Group Asset Management Inc. | 3,566,496 | $39.84M | 6.2% | +2.3% | 0.000% | |
8/10/2023 | Summit X LLC | 86,914 | $971K | 0.2% | -5.0% | 0.000% | |
8/7/2023 | Keystone Financial Group | 11,164 | $125K | 0.0% | N/A | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 70,057 | $783K | 0.0% | +51.2% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 56,583 | $638K | 0.3% | +44.9% | 0.000% | |
8/3/2023 | WNY Asset Management LLC | 29,000 | $324K | 0.1% | +4.7% | 0.000% | |
7/31/2023 | LPL Financial LLC | 287,014 | $3.21M | 0.0% | +1,233.4% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 27,108 | $303K | 0.0% | -5.3% | 0.000% | |
7/25/2023 | Raymond James & Associates | 88,561 | $989K | 0.0% | +1.6% | 0.000% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 420,644 | $4.70M | 0.0% | +13.1% | 0.000% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 420,644 | $4.70M | 0.0% | +13.1% | 0.000% | |
5/11/2023 | Elequin Securities LLC | 5,969 | $66K | 0.0% | -48.9% | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 272,479 | $3.02M | 0.0% | +19.5% | 0.000% | |
5/10/2023 | Summit X LLC | 91,446 | $1.01M | 0.3% | +23.4% | 0.000% | |
5/10/2023 | Landscape Capital Management L.L.C. | 13,650 | $151K | 0.0% | -7.2% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 39,042 | $436K | 0.2% | -38.0% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 46,348 | $514K | 0.0% | +83.8% | 0.000% | |
5/2/2023 | WNY Asset Management LLC | 27,700 | $307K | 0.1% | N/A | 0.000% | |
4/28/2023 | Ameritas Advisory Services LLC | 7,599 | $84K | 0.0% | -39.7% | 0.000% | |
4/18/2023 | Independent Wealth Network Inc. | 11,320 | $126K | 0.1% | N/A | 0.000% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 28,612 | $317K | 0.0% | -4.5% | 0.000% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 371,988 | $4.13M | 0.0% | +15.7% | 0.000% | |
4/11/2023 | RVW Wealth LLC | 31,900 | $354K | 0.0% | N/A | 0.000% | |
2/10/2023 | Ameritas Advisory Services LLC | 12,598 | $142K | 0.0% | N/A | 0.000% | |
2/10/2023 | Sit Investment Associates Inc. | 913,330 | $10.28M | 0.3% | -25.7% | 0.000% | |
2/9/2023 | Elequin Securities LLC | 11,676 | $131K | 0.0% | N/A | 0.000% | |
2/9/2023 | Gould Asset Management LLC CA | 16,426 | $185K | 0.1% | -6.0% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 29,963 | $337K | 0.0% | -15.0% | 0.000% | |
2/8/2023 | Raymond James & Associates | 86,844 | $977K | 0.0% | +7.9% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 11,669 | $131K | 0.0% | N/A | 0.000% | |
2/7/2023 | Keystone Financial Group | 11,152 | $125K | 0.0% | -13.6% | 0.000% | |
2/7/2023 | Hollencrest Capital Management | 4,064 | $46K | 0.0% | N/A | 0.000% | |
2/3/2023 | Shaker Financial Services LLC | 62,999 | $709K | 0.3% | +163.9% | 0.000% | |
2/1/2023 | Wolverine Asset Management LLC | 25,222 | $284K | 0.0% | -24.9% | 0.000% | |
1/30/2023 | International Assets Investment Management LLC | 11,541 | $130K | 0.0% | N/A | 0.000% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 321,435 | $3.62M | 0.0% | +48.3% | 0.000% | |
11/16/2022 | Gould Asset Management LLC CA | 17,471 | $184K | 0.1% | +13.2% | 0.000% | |
11/16/2022 | Saba Capital Management L.P. | 14,333 | $151K | 0.0% | -44.7% | 0.000% | |
11/15/2022 | Logan Stone Capital LLC | 24,504 | $258K | 0.2% | +110.0% | 0.000% | |
11/14/2022 | Guggenheim Capital LLC | 212,981 | $2.25M | 0.0% | -25.7% | 0.000% | |
11/10/2022 | Wolverine Asset Management LLC | 33,580 | $353K | 0.0% | N/A | 0.000% | |
11/9/2022 | McGowan Group Asset Management Inc. | 3,457,354 | $36.44M | 6.3% | +3.5% | 0.000% | |
11/9/2022 | Shaker Financial Services LLC | 23,872 | $252K | 0.1% | +132.9% | 0.000% | |
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad) Now it's your time to return the favor by taking advantage of this tax "revenge loophole."
Because even as we wait for Trump's agenda to kick in… >> YES! Send Me My FREE Gold Guide! |
11/8/2022 | Matisse Capital | 27,719 | $292K | 0.4% | -18.6% | 0.000% | |
11/2/2022 | Summit X LLC | 79,627 | $839K | 0.2% | +7.4% | 0.000% | |
10/31/2022 | Merit Financial Group LLC | 16,259 | $171K | 0.0% | -10.1% | 0.000% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 216,817 | $2.29M | 0.0% | +17.2% | 0.000% | |
10/25/2022 | Raymond James & Associates | 80,511 | $849K | 0.0% | -11.1% | 0.000% | |
10/20/2022 | Koshinski Asset Management Inc. | 6,100 | $898K | 0.1% | N/A | 0.000% | |
10/18/2022 | Koshinski Asset Management Inc. | 6,100 | $898K | 0.1% | N/A | 0.000% | |
8/13/2022 | NewEdge Advisors LLC | 68,084 | $788K | 0.0% | +2.6% | 0.000% | |
8/11/2022 | Cetera Advisor Networks LLC | 263,569 | $3.05M | 0.0% | +7.8% | 0.000% | |
8/11/2022 | McGowan Group Asset Management Inc. | 3,341,658 | $38.70M | 6.5% | +5.5% | 0.000% | |