1/17/2025 | Janney Montgomery Scott LLC | 87,007 | $973K | 0.0% | +26.4% | 0.234% | |
1/17/2025 | Melfa Wealth Management Inc. | 16,134 | $180K | 0.1% | +44.9% | 0.043% | |
1/13/2025 | Johnson & White Wealth Management LLC | 21,857 | $248K | 0.2% | N/A | 0.059% | |
12/3/2024 | Rivernorth Capital Management LLC | 67,513 | $852K | 0.0% | -15.2% | 0.181% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 21,822 | $275K | 0.0% | -25.3% | 0.059% | |
11/15/2024 | Whitebox Advisors LLC | 139,454 | $1.76M | 0.0% | -12.5% | 0.375% | |
11/15/2024 | Stifel Financial Corp | 11,722 | $148K | 0.0% | -60.1% | 0.031% | |
11/15/2024 | Rivernorth Capital Management LLC | 67,513 | $852K | 0.0% | -15.2% | 0.181% | |
11/15/2024 | HighTower Advisors LLC | 184,732 | $2.33M | 0.0% | +0.8% | 0.496% | |
11/12/2024 | Kingsview Wealth Management LLC | 83,745 | $1.06M | 0.0% | -8.0% | 0.225% | |
|
11/8/2024 | PNC Financial Services Group Inc. | 171,373 | $2.16M | 0.0% | -4.5% | 0.460% | |
11/5/2024 | Haverford Trust Co | 18,765 | $237K | 0.0% | +27.1% | 0.050% | |
10/29/2024 | Janney Montgomery Scott LLC | 68,839 | $869K | 0.0% | +3.1% | 0.185% | |
10/24/2024 | Kavar Capital Partners Group LLC | 14,000 | $177K | 0.0% | N/A | 0.038% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 248,564 | $3.14M | 0.0% | -36.7% | 0.668% | |
9/5/2024 | Sanctuary Advisors LLC | 36,096 | $413K | 0.0% | N/A | 0.097% | |
8/16/2024 | Almitas Capital LLC | 1,183,331 | $14.44M | 6.0% | +22.5% | 3.179% | |
8/15/2024 | Logan Stone Capital LLC | 417,959 | $5.10M | 1.3% | -18.5% | 1.123% | |
8/14/2024 | Whitebox Advisors LLC | 159,331 | $1.94M | 0.1% | +121.1% | 0.428% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 53,022 | $647K | 0.1% | +7.6% | 0.142% | |
7/31/2024 | Commonwealth Equity Services LLC | 86,429 | $1.05M | 0.0% | +3.2% | 0.232% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 19,238 | $235K | 0.0% | N/A | 0.052% | |
7/26/2024 | Bank of New York Mellon Corp | 80,802 | $986K | 0.0% | +2.7% | 0.217% | |
5/15/2024 | Whitebox Advisors LLC | 72,079 | $852K | 0.0% | N/A | 0.194% | |
5/9/2024 | Kingsview Wealth Management LLC | 94,246 | $1.11M | 0.0% | -3.5% | 0.253% | |
5/1/2024 | Janney Montgomery Scott LLC | 69,219 | $818K | 0.0% | -7.8% | 0.186% | |
5/1/2024 | Matisse Capital | 34,675 | $410K | 0.2% | -42.2% | 0.093% | |
4/30/2024 | Commonwealth Equity Services LLC | 83,771 | $990K | 0.0% | +10.5% | 0.225% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 49,285 | $583K | 0.1% | +106.7% | 0.132% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 30,513 | $361K | 0.0% | -78.5% | 0.082% | |
3/22/2024 | PNC Financial Services Group Inc. | 193,508 | $2.24M | 0.0% | -1.4% | 0.520% | |
2/22/2024 | Napa Wealth Management | 19,284 | $223K | 0.1% | N/A | 0.052% | |
2/13/2024 | Karpus Management Inc. | 19,098 | $221K | 0.0% | -88.8% | 0.051% | |
2/9/2024 | Journey Strategic Wealth LLC | 13,616 | $158K | 0.0% | -56.9% | 0.037% | |
2/9/2024 | PNC Financial Services Group Inc. | 193,508 | $2.24M | 0.0% | -1.4% | 0.520% | |
2/8/2024 | Robinson Capital Management LLC | 139,994 | $1.62M | 0.6% | +80.8% | 0.376% | |
2/8/2024 | Matisse Capital | 59,994 | $695K | 0.4% | +73.0% | 0.161% | |
2/8/2024 | Kingsview Wealth Management LLC | 97,641 | $1.13M | 0.0% | +1.7% | 0.262% | |
2/8/2024 | Janney Montgomery Scott LLC | 75,107 | $870K | 0.0% | -4.6% | 0.202% | |
2/7/2024 | Ethos Financial Group LLC | 27,570 | $319K | 0.1% | N/A | 0.074% | |
Post-Election Market Insights: Stocks to Watch in 2025 (Ad) The dust has settled on the 2024 elections, and markets are already responding to the new political landscape. Now is the perfect time to adjust your strategy and take advantage of fresh opportunities emerging from these developments.
We’re excited to share our updated report, “Post-Election Investment Gems: Top Stocks Set to Thrive in 2025.” This guide is designed to equip you with timely insights and actionable strategies in today’s evolving market. [Download your free report now] to stay ahead of the curve and uncover market opportunities you can’ |
2/6/2024 | Aviance Capital Partners LLC | 33,470 | $388K | 0.1% | -5.0% | 0.090% | |
2/1/2024 | Wolverine Asset Management LLC | 23,919 | $277K | 0.0% | N/A | 0.064% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 23,846 | $276K | 0.1% | +1,007.1% | 0.064% | |
11/21/2023 | Almitas Capital LLC | 344,236 | $3.50M | 1.7% | +142.5% | 0.925% | |
11/14/2023 | AQR Arbitrage LLC | 165,478 | $1.68M | 0.1% | +29.5% | 0.445% | |
11/14/2023 | Saba Capital Management L.P. | 3,166,433 | $32.20M | 0.8% | +22.2% | 8.507% | |
11/13/2023 | PNC Financial Services Group Inc. | 196,168 | $2.00M | 0.0% | -2.2% | 0.527% | |
11/9/2023 | Fiera Capital Corp | 511,765 | $5.21M | 0.0% | +2.1% | 1.369% | |
11/9/2023 | Karpus Management Inc. | 170,104 | $1.73M | 0.1% | -2.6% | 0.455% | |
11/8/2023 | HighTower Advisors LLC | 199,017 | $2.03M | 0.0% | +4.3% | 0.532% | |
11/8/2023 | Pathstone Family Office LLC | 32,500 | $331K | 0.0% | N/A | 0.087% | |
11/8/2023 | Fort Point Capital Partners LLC | 36,904 | $375K | 0.1% | +102.2% | 0.099% | |
11/8/2023 | Janney Montgomery Scott LLC | 78,723 | $801K | 0.0% | -27.6% | 0.211% | |
11/8/2023 | Journey Strategic Wealth LLC | 31,616 | $322K | 0.0% | +90.3% | 0.085% | |
11/7/2023 | Aviance Capital Partners LLC | 35,234 | $358K | 0.1% | -3.0% | 0.094% | |
11/3/2023 | Private Advisor Group LLC | 18,169 | $185K | 0.0% | -40.1% | 0.049% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 143,589 | $1.46M | 0.1% | -1.3% | 0.384% | |
10/26/2023 | ARS Wealth Advisors Group LLC | 15,781 | $160K | 0.0% | N/A | 0.042% | |
10/24/2023 | Simon Quick Advisors LLC | 11,241 | $114K | 0.0% | N/A | 0.030% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,918 | $203K | 0.0% | -7.4% | 0.053% | |
10/24/2023 | Raymond James & Associates | 39,651 | $403K | 0.0% | -22.6% | 0.106% | |
10/12/2023 | Johnson & White Wealth Management LLC | 20,462 | $208K | 0.2% | N/A | 0.055% | |
8/15/2023 | Journey Strategic Wealth LLC | 16,616 | $187K | 0.0% | N/A | 0.044% | |
8/14/2023 | Fort Point Capital Partners LLC | 18,253 | $205K | 0.0% | N/A | 0.049% | |
8/11/2023 | Karpus Management Inc. | 174,704 | $1.96M | 0.1% | -5.2% | 0.467% | |
8/11/2023 | Almitas Capital LLC | 141,974 | $1.60M | 0.7% | +106.4% | 0.380% | |
8/11/2023 | PNC Financial Services Group Inc. | 200,586 | $2.26M | 0.0% | -2.0% | 0.537% | |
8/10/2023 | Private Advisor Group LLC | 30,336 | $341K | 0.0% | -31.1% | 0.081% | |
8/10/2023 | Sit Investment Associates Inc. | 1,033,280 | $11.61M | 0.3% | +5.7% | 2.764% | |
8/9/2023 | Veritable L.P. | 32,500 | $365K | 0.0% | -21.2% | 0.087% | |
8/9/2023 | Fiera Capital Corp | 501,219 | $5.63M | 0.0% | +15.1% | 1.341% | |
8/7/2023 | Ellis Investment Partners LLC | 13,291 | $149K | 0.0% | +14.5% | 0.036% | |
8/4/2023 | Aviance Capital Partners LLC | 36,327 | $408K | 0.1% | -16.4% | 0.097% | |
8/2/2023 | Bank of Montreal Can | 29,990 | $399K | 0.0% | N/A | 0.080% | |
7/31/2023 | LPL Financial LLC | 45,872 | $516K | 0.0% | +3.8% | 0.123% | |
7/27/2023 | Mackay Shields LLC | 233,310 | $2.62M | 0.1% | -30.6% | 0.624% | |
7/26/2023 | Janney Montgomery Scott LLC | 108,768 | $1.22M | 0.0% | +13.3% | 0.291% | |
7/26/2023 | Fifth Third Bancorp | 4,284 | $48K | 0.0% | N/A | 0.011% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 21,501 | $242K | 0.0% | -59.7% | 0.058% | |
7/25/2023 | Raymond James & Associates | 51,258 | $576K | 0.0% | +26.8% | 0.137% | |
7/25/2023 | Summit Trail Advisors LLC | 10,082 | $114K | 0.0% | N/A | 0.027% | |
7/20/2023 | BLB&B Advisors LLC | 14,414 | $162K | 0.0% | -8.6% | 0.039% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 12,249 | $138K | 0.0% | N/A | 0.033% | |
5/11/2023 | Karpus Management Inc. | 184,373 | $2.11M | 0.1% | +231.0% | 0.493% | |
5/10/2023 | Private Advisor Group LLC | 44,003 | $503K | 0.0% | N/A | 0.118% | |
5/10/2023 | Landscape Capital Management L.L.C. | 13,121 | $150K | 0.0% | -32.4% | 0.035% | |
5/10/2023 | Robinson Capital Management LLC | 77,421 | $878K | 0.4% | +29.8% | 0.207% | |
5/8/2023 | Wolverine Asset Management LLC | 29,343 | $335K | 0.0% | -14.6% | 0.078% | |
5/2/2023 | Key Financial Inc | 2,439 | $28K | 0.0% | -91.7% | 0.007% | |
5/1/2023 | CWM LLC | 2,500 | $29K | 0.0% | N/A | 0.007% | |
Post-Election Market Insights: Stocks to Watch in 2025 (Ad) The dust has settled on the 2024 elections, and markets are already responding to the new political landscape. Now is the perfect time to adjust your strategy and take advantage of fresh opportunities emerging from these developments.
We’re excited to share our updated report, “Post-Election Investment Gems: Top Stocks Set to Thrive in 2025.” This guide is designed to equip you with timely insights and actionable strategies in today’s evolving market. [Download your free report now] to stay ahead of the curve and uncover market opportunities you can’ |
4/28/2023 | Janney Montgomery Scott LLC | 96,038 | $1.10M | 0.0% | -8.7% | 0.257% | |
4/27/2023 | Mackay Shields LLC | 336,051 | $3.84M | 0.1% | -35.0% | 0.899% | |
4/26/2023 | Fiera Capital Corp | 435,545 | $4.98M | 0.0% | -4.9% | 1.165% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 146,942 | $1.68M | 0.1% | -1.8% | 0.393% | |
4/17/2023 | Johnson & White Wealth Management LLC | 20,357 | $233K | 0.2% | N/A | 0.054% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 53,339 | $610K | 0.0% | -20.6% | 0.143% | |
4/14/2023 | Raymond James & Associates | 40,425 | $462K | 0.0% | -13.3% | 0.108% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 392,564 | $4.49M | 0.0% | +0.3% | 1.050% | |
2/15/2023 | Almitas Capital LLC | 40,083 | $446K | 0.2% | N/A | 0.107% | |
2/13/2023 | Kingsview Wealth Management LLC | 96,920 | $1.08M | 0.0% | -10.5% | 0.259% | |