11/26/2024 | Peapack Gladstone Financial Corp | 11,425 | $162K | 0.0% | N/A | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,000 | $28K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 63,585 | $867K | 0.0% | -13.4% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 2,057 | $29K | 0.0% | N/A | 0.000% | |
11/15/2024 | MML Investors Services LLC | 10,180 | $144K | 0.0% | -15.4% | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 27,266 | $386K | 0.0% | +74.8% | 0.000% | |
|
11/15/2024 | Stifel Financial Corp | 106,344 | $1.51M | 0.0% | +1.7% | 0.000% | |
11/15/2024 | Morse Asset Management Inc | 2,056 | $29K | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 39,373 | $557K | 0.0% | -7.5% | 0.000% | |
11/15/2024 | Josh Arnold Investment Consultant LLC | 36,550 | $518K | 0.4% | N/A | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 76,827 | $1.09M | 0.0% | +51.7% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 11,720 | $166K | 0.0% | +71.8% | 0.000% | |
11/8/2024 | SMH Capital Advisors Inc. | 15,556 | $220K | 0.7% | -5.5% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 349,240 | $4.95M | 0.1% | -16.5% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 47,598 | $674K | 0.0% | +24.6% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 87,580 | $1.24M | 0.0% | +1.8% | 0.000% | |
11/6/2024 | Sargent Investment Group LLC | 201,080 | $2.85M | 0.5% | +1.2% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 178,175 | $2.53M | 0.0% | -8.7% | 0.000% | |
11/5/2024 | Apollon Wealth Management LLC | 282,722 | $4.01M | 0.1% | -1.4% | 0.000% | |
11/1/2024 | Hollencrest Capital Management | 4,768 | $68K | 0.0% | -57.2% | 0.000% | |
10/31/2024 | Castle Wealth Management LLC | 230,736 | $3.27M | 1.3% | +5.6% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 23,318 | $330K | 0.0% | +19.9% | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 88,533 | $1.26M | 0.0% | +2.7% | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 42,356 | $600K | 0.0% | +44.9% | 0.000% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 68,724 | $974K | 0.0% | +6.7% | 0.000% | |
10/24/2024 | PFG Investments LLC | 10,375 | $147K | 0.0% | -13.5% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 161,408 | $2.29M | 0.5% | +4.2% | 0.000% | |
10/23/2024 | Allworth Financial LP | 11,694 | $166K | 0.0% | +19.0% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 104,022 | $1.47M | 0.0% | N/A | 0.000% | |
10/22/2024 | Lake Street Private Wealth LLC | 418,100 | $5.92M | 1.0% | +1.3% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 180,034 | $2.55M | 0.0% | +2.7% | 0.000% | |
10/21/2024 | Sweeney & Michel LLC | 59,035 | $829K | 0.3% | +1.7% | 0.000% | |
10/21/2024 | Wealth Advisory Solutions LLC | 211,405 | $3.00M | 0.8% | +5.0% | 0.000% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 196,960 | $2.79M | 0.2% | -4.1% | 0.000% | |
10/18/2024 | Fortress Wealth Management Inc. | 120,279 | $1.70M | 0.9% | -14.6% | 0.000% | |
10/18/2024 | Raymond James & Associates | 871,115 | $12.34M | 0.0% | -36.0% | 0.000% | |
10/16/2024 | Good Life Advisors LLC | 34,560 | $490K | 0.0% | +102.7% | 0.000% | |
10/16/2024 | Quad Cities Investment Group LLC | 183,620 | $2.60M | 1.3% | +2.4% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 22,202 | $314K | 0.0% | -5.8% | 0.000% | |
10/11/2024 | Creative Planning | 41,603 | $590K | 0.0% | +73.2% | 0.000% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Starting with what I call Exec. Order 001.
It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office... I put all the details together for you here — but please hurry. |
10/11/2024 | ORG Partners LLC | 76,080 | $1.08M | 0.2% | +3.2% | 0.000% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 3,007 | $43K | 0.0% | N/A | 0.000% | |
10/10/2024 | Next Level Private LLC | 35,694 | $506K | 0.2% | +60.3% | 0.000% | |
10/9/2024 | Strategic Advisors LLC | 31,312 | $444K | 0.1% | -2.6% | 0.000% | |
10/8/2024 | CWM LLC | 12,393 | $176K | 0.0% | +37.7% | 0.000% | |
10/4/2024 | HBW Advisory Services LLC | 66,920 | $948K | 0.1% | +1.4% | 0.000% | |
10/3/2024 | Delta Financial Group Inc. | 33,684 | $477K | 0.2% | -18.1% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 73,387 | $807K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 152,352 | $1.78M | 0.0% | +46.7% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 30,774 | $359K | 0.0% | -7.0% | 0.000% | |
8/16/2024 | Creative Planning | 24,024 | $281K | 0.0% | +56.9% | 0.000% | |
8/15/2024 | Matrix Private Capital Group LLC | 170,345 | $1.99M | 1.3% | +109.3% | 0.000% | |
8/12/2024 | SMH Capital Advisors Inc. | 16,460 | $192K | 0.6% | -5.5% | 0.000% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 19,769 | $231K | 0.0% | -9.6% | 0.000% | |
8/10/2024 | Sargent Investment Group LLC | 198,680 | $2.32M | 0.5% | +5.3% | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 140,133 | $1.64M | 0.1% | -58.7% | 0.000% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 28,372 | $331K | 0.1% | N/A | 0.000% | |
8/8/2024 | Oppenheimer & Co. Inc. | 195,159 | $2.28M | 0.0% | -0.9% | 0.000% | |
8/8/2024 | Vanguard Capital Wealth Advisors | 24,000 | $280K | 0.2% | +20.0% | 0.000% | |
8/7/2024 | Wedbush Securities Inc. | 18,939 | $221K | 0.0% | -6.1% | 0.000% | |
8/7/2024 | PFG Investments LLC | 11,993 | $140K | 0.0% | -63.7% | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 175,379 | $2.05M | 0.0% | +14.0% | 0.000% | |
8/2/2024 | Larson Financial Group LLC | 6,820 | $80K | 0.0% | N/A | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 37,111 | $433K | 0.0% | N/A | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 154,901 | $1.81M | 0.4% | N/A | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 349,342 | $4.08M | 0.0% | -5.2% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 19,444 | $227K | 0.0% | N/A | 0.000% | |
7/29/2024 | UMB Bank n.a. | 7,963 | $93K | 0.0% | N/A | 0.000% | |
7/29/2024 | Arkadios Wealth Advisors | 12,456 | $145K | 0.0% | N/A | 0.000% | |
7/29/2024 | Financial Advocates Investment Management | 29,238 | $342K | 0.0% | +76.1% | 0.000% | |
7/26/2024 | Breakwater Capital Group | 13,479 | $157K | 0.0% | -18.6% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 194,359 | $2.27M | 0.0% | -27.6% | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 20,735 | $242K | 0.0% | +13.1% | 0.000% | |
7/23/2024 | All Season Financial Advisors Inc. | 46,153 | $539K | 0.5% | -5.9% | 0.000% | |
7/23/2024 | XML Financial LLC | 10,165 | $119K | 0.0% | N/A | 0.000% | |
7/20/2024 | Apollon Wealth Management LLC | 286,815 | $3.35M | 0.1% | +1.7% | 0.000% | |
7/16/2024 | ORG Partners LLC | 73,756 | $853K | 0.1% | +2.2% | 0.000% | |
7/16/2024 | Fortress Wealth Management Inc. | 140,805 | $1.65M | 0.8% | +3.7% | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 64,399 | $752K | 0.0% | -15.6% | 0.000% | |
7/16/2024 | Cooper Financial Group | 120,934 | $1.41M | 0.2% | +2.3% | 0.000% | |
7/15/2024 | Delta Financial Group Inc. | 41,126 | $480K | 0.2% | +2.9% | 0.000% | |
7/10/2024 | Sweeney & Michel LLC | 58,036 | $681K | 0.3% | -2.5% | 0.000% | |
7/5/2024 | HBW Advisory Services LLC | 65,986 | $771K | 0.1% | +5.1% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 16,292 | $197K | 0.0% | +6.8% | 0.000% | |
5/22/2024 | Burney Co. | 18,771 | $227K | 0.0% | -13.0% | 0.000% | |
5/17/2024 | Comerica Bank | 40,287 | $487K | 0.0% | +6.3% | 0.000% | |
5/16/2024 | Sweeney & Michel LLC | 59,515 | $682K | 0.3% | N/A | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 482,196 | $5.83M | 0.1% | -15.5% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 295,269 | $3.57M | 0.1% | -0.5% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 339,378 | $4.10M | 0.2% | -70.9% | 0.000% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Starting with what I call Exec. Order 001.
It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office... I put all the details together for you here — but please hurry. |
5/7/2024 | Stonebrook Private Inc. | 26,165 | $316K | 0.1% | -6.4% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 196,934 | $2.38M | 0.0% | +2.6% | 0.000% | |
5/6/2024 | ORG Partners LLC | 72,177 | $859K | 1.6% | N/A | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 157,128 | $1.90M | 0.1% | -4.2% | 0.000% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 23,179 | $280K | 0.0% | -5.2% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 88,046 | $1.06M | 0.0% | -16.8% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 153,815 | $1.86M | 0.0% | +2.5% | 0.000% | |
4/30/2024 | WealthBridge Capital Management LLC | 22,286 | $269K | 0.1% | +4.7% | 0.000% | |
4/30/2024 | Delta Financial Group Inc. | 39,986 | $483K | 0.1% | +20.5% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 368,402 | $4.45M | 0.0% | -5.2% | 0.000% | |