11/15/2024 | Jane Street Group LLC | 17,127 | $136K | 0.0% | N/A | 0.000% | |
11/15/2024 | IHT Wealth Management LLC | 94,300 | $748K | 0.0% | +96.9% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 232,005 | $1.84M | 0.0% | -3.6% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 7,687 | $61K | 0.0% | -32.4% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 485,609 | $3.85M | 0.0% | -42.2% | 0.000% | |
11/6/2024 | Kovack Advisors Inc. | 38,549 | $306K | 0.0% | +29.3% | 0.000% | |
|
11/4/2024 | Round Rock Advisors LLC | 13,213 | $105K | 0.0% | -37.4% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 104,888 | $832K | 0.0% | -6.4% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 14,495 | $115K | 0.0% | N/A | 0.000% | |
10/10/2024 | Valeo Financial Advisors LLC | 30,373 | $241K | 0.0% | +125.0% | 0.000% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 28,888 | $229K | 0.0% | +68.9% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 19,620 | $137K | 0.0% | N/A | 0.000% | |
8/8/2024 | Wealthspire Advisors LLC | 10,060 | $74K | 0.0% | N/A | 0.000% | |
8/6/2024 | Cullen Frost Bankers Inc. | 20,000 | $147K | 0.0% | +66.7% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 198,944 | $1.46M | 0.0% | -62.3% | 0.000% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 17,099 | $126K | 0.0% | +21.8% | 0.000% | |
7/13/2024 | Quad Cities Investment Group LLC | 29,433 | $216K | 0.1% | -17.4% | 0.000% | |
7/10/2024 | Fortitude Family Office LLC | 9,000 | $66K | 0.0% | -35.7% | 0.000% | |
7/10/2024 | Valeo Financial Advisors LLC | 13,500 | $99K | 0.0% | N/A | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 12,214 | $88K | 0.0% | N/A | 0.000% | |
4/24/2024 | Round Rock Advisors LLC | 36,324 | $263K | 0.1% | -17.1% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 527,025 | $3.81M | 0.0% | -59.8% | 0.000% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 12,715 | $92K | 0.1% | -11.5% | 0.000% | |
4/16/2024 | Seed Wealth Management Inc. | 14,500 | $105K | 0.1% | -39.6% | 0.000% | |
4/13/2024 | Quad Cities Investment Group LLC | 35,653 | $258K | 0.2% | -11.0% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 11,920 | $83K | 0.0% | -49.6% | 0.000% | |
2/15/2024 | Bulldog Investors LLP | 175,052 | $1.22M | 0.4% | -37.4% | 0.000% | |
2/6/2024 | Cullen Frost Bankers Inc. | 12,000 | $83K | 0.0% | +50.0% | 0.000% | |
1/30/2024 | Capital Analysts LLC | 75,561 | $525K | 0.0% | -43.3% | 0.000% | |
1/29/2024 | Round Rock Advisors LLC | 43,819 | $305K | 0.1% | -42.3% | 0.000% | |
1/24/2024 | Seed Wealth Management Inc. | 24,026 | $168K | 0.2% | -7.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 34,171 | $237K | 0.0% | -14.4% | 0.000% | |
1/16/2024 | Raymond James & Associates | 42,169 | $293K | 0.0% | -24.4% | 0.000% | |
1/16/2024 | Wealthstar Advisors LLC | 75,546 | $525K | 0.1% | +86.2% | 0.000% | |
1/12/2024 | Fortitude Family Office LLC | 14,000 | $97K | 0.1% | N/A | 0.000% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 13,065 | $91K | 0.0% | +14.7% | 0.000% | |
1/9/2024 | Daymark Wealth Partners LLC | 14,050 | $98K | 0.0% | +27.1% | 0.000% | |
11/15/2023 | Integrated Wealth Concepts LLC | 273,112 | $1.77M | 0.0% | -2.8% | 0.000% | |
11/13/2023 | Rathbones Group PLC | 10,000 | $65K | 0.0% | N/A | 0.000% | |
11/7/2023 | Wealthstar Advisors LLC | 40,567 | $263K | 0.1% | N/A | 0.000% | |
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11/1/2023 | Csenge Advisory Group | 11,779 | $76K | 0.0% | -40.5% | 0.000% | |
11/1/2023 | Ironsides Asset Advisors LLC | 11,038 | $72K | 0.0% | N/A | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 56,241 | $365K | 0.0% | -5.7% | 0.000% | |
10/26/2023 | Park Avenue Securities LLC | 106,539 | $691K | 0.0% | -3.7% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 295,770 | $1.92M | 0.1% | N/A | 0.000% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 39,902 | $259K | 0.0% | -7.4% | 0.000% | |
10/16/2023 | Seed Wealth Management Inc. | 26,026 | $169K | 0.2% | -27.8% | 0.000% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 11,386 | $74K | 0.0% | N/A | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 402,429 | $2.59M | 0.0% | -1.2% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 25,596 | $165K | 0.0% | -65.1% | 0.000% | |
8/7/2023 | Tortoise Investment Management LLC | 31,895 | $205K | 0.0% | +56.5% | 0.000% | |
8/4/2023 | Cullen Frost Bankers Inc. | 8,000 | $52K | 0.0% | +100.0% | 0.000% | |
7/31/2023 | LPL Financial LLC | 235,214 | $1.52M | 0.0% | -1.2% | 0.000% | |
7/31/2023 | Integrated Capital Management Inc. | 20,491 | $132K | 0.1% | -18.8% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 43,109 | $278K | 0.0% | -30.7% | 0.000% | |
7/20/2023 | Round Rock Advisors LLC | 76,070 | $490K | 0.2% | -15.1% | 0.000% | |
7/20/2023 | Csenge Advisory Group | 19,803 | $128K | 0.0% | +31.7% | 0.000% | |
7/19/2023 | Daymark Wealth Partners LLC | 11,050 | $71K | 0.0% | N/A | 0.000% | |
7/17/2023 | Vanguard Capital Wealth Advisors | 13,511 | $87K | 0.1% | -23.4% | 0.000% | |
7/14/2023 | Park Avenue Securities LLC | 110,606 | $712K | 0.0% | -7.8% | 0.000% | |
7/12/2023 | Quad Cities Investment Group LLC | 40,566 | $261K | 0.2% | -7.6% | 0.000% | |
5/9/2023 | Tortoise Investment Management LLC | 20,379 | $131K | 0.0% | +23.1% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 73,302 | $472K | 0.0% | +69.6% | 0.359% | |
5/5/2023 | Capital Analysts LLC | 197,612 | $1.27M | 0.1% | +46.9% | 0.969% | |
5/3/2023 | Integrated Wealth Concepts LLC | 288,022 | $1.86M | 0.0% | +2.0% | 1.413% | |
5/2/2023 | Round Rock Advisors LLC | 89,607 | $577K | 0.2% | -4.1% | 0.440% | |
5/1/2023 | Csenge Advisory Group | 15,037 | $97K | 0.0% | -9.3% | 0.074% | |
4/26/2023 | Integrated Capital Management Inc. | 25,232 | $135K | 0.1% | +25.9% | 0.124% | |
4/26/2023 | Fiera Capital Corp | 112,468 | $724K | 0.0% | -1.9% | 0.552% | |
4/21/2023 | Vanguard Capital Wealth Advisors | 17,637 | $114K | 0.1% | N/A | 0.086% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 116,721 | $752K | 0.0% | -1.4% | 0.573% | |
4/18/2023 | Park Avenue Securities LLC | 119,997 | $773K | 0.0% | -8.4% | 0.589% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 62,251 | $401K | 0.0% | -5.1% | 0.305% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 1,311,270 | $8.45M | 0.0% | +0.5% | 6.431% | |
2/13/2023 | Integrated Wealth Concepts LLC | 282,397 | $1.85M | 0.1% | +0.9% | 1.385% | |
2/10/2023 | Advisor Group Holdings Inc. | 376,010 | $2.46M | 0.0% | +4.0% | 1.844% | |
2/9/2023 | Landscape Capital Management L.L.C. | 12,379 | $81K | 0.0% | N/A | 0.061% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 65,575 | $429K | 0.0% | -8.2% | 0.322% | |
2/8/2023 | UBS Group AG | 22,659 | $148K | 0.0% | -16.4% | 0.111% | |
2/8/2023 | Fiera Capital Corp | 114,626 | $750K | 0.0% | +5.7% | 0.562% | |
2/3/2023 | Tortoise Investment Management LLC | 16,559 | $108K | 0.0% | +91.5% | 0.081% | |
2/1/2023 | Wolverine Asset Management LLC | 43,208 | $283K | 0.0% | N/A | 0.212% | |
1/31/2023 | Seed Wealth Management Inc. | 36,026 | $236K | 0.3% | N/A | 0.177% | |
1/24/2023 | National Bank of Canada FI | 6,100 | $40K | 0.0% | -47.4% | 0.030% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 1,304,421 | $8.53M | 0.0% | +19.3% | 6.398% | |
1/19/2023 | Round Rock Advisors LLC | 93,470 | $611K | 0.3% | -11.5% | 0.458% | |
1/17/2023 | Integrated Capital Management Inc. | 20,041 | $131K | 0.1% | -7.2% | 0.098% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 118,377 | $774K | 0.0% | -2.0% | 0.581% | |
11/16/2022 | Saba Capital Management L.P. | 1,135,647 | $7.00M | 0.1% | -1.2% | 5.570% | |
11/15/2022 | Bulldog Investors LLP | 484,178 | $2.98M | 0.9% | +48.4% | 2.375% | |
9 hidden AI stocks set to thrive in Trump’s new era (Ad) AI ETFs are Booming, But These 9 AI Stocks are Better Plays
By 2030, the AI industry is projected to be worth trillions of dollars (here’s how to tap into this new wealth) Get the Name of These AI Picks Now |
11/14/2022 | Boothbay Fund Management LLC | 157,860 | $972K | 0.0% | N/A | 0.774% | |
11/14/2022 | Hennion & Walsh Asset Management Inc. | 120,764 | $744K | 0.0% | -1.5% | 0.592% | |
11/4/2022 | Tortoise Investment Management LLC | 8,645 | $53K | 0.0% | +30.1% | 0.042% | |
11/3/2022 | WESCAP Management Group Inc. | 23,668 | $145K | 0.1% | -47.1% | 0.116% | |
11/1/2022 | Park Avenue Securities LLC | 131,778 | $812K | 0.0% | +5.0% | 0.646% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 1,093,331 | $6.73M | 0.0% | +0.2% | 5.363% | |
10/25/2022 | Hightower 6M Holding LLC | 21,279 | $131K | 0.0% | -21.6% | 0.104% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 71,401 | $440K | 0.0% | -26.3% | 0.350% | |
10/20/2022 | Round Rock Advisors LLC | 105,621 | $651K | 0.3% | -7.8% | 0.518% | |
10/19/2022 | Harbour Capital Advisors LLC | 20,800 | $129K | 0.0% | N/A | 0.102% | |