11/13/2024 | D.A. Davidson & CO. | 151,688 | $6.75M | 0.1% | +9.5% | 1.850% | |
11/7/2024 | Thrivent Financial for Lutherans | 16,135 | $718K | 0.0% | +1.4% | 0.197% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 8,283 | $369K | 0.0% | -8.8% | 0.101% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 76,443 | $3.40M | 0.1% | +0.8% | 0.932% | |
10/31/2024 | Hara Capital LLC | 83,395 | $3.71M | 2.3% | -2.5% | 1.017% | |
10/31/2024 | Shaker Financial Services LLC | 60,101 | $2.68M | 1.0% | +1,227.3% | 0.733% | |
|
10/23/2024 | Lake Street Advisors Group LLC | 14,915 | $664K | 0.0% | +58.3% | 0.182% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 8,070 | $359K | 0.1% | -9.7% | 0.098% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 14,689 | $654K | 0.0% | +220.2% | 0.179% | |
10/22/2024 | International Assets Investment Management LLC | 22,040 | $981K | 0.0% | +4,352.5% | 0.269% | |
10/22/2024 | Private Advisor Group LLC | 9,314 | $415K | 0.0% | +3.5% | 0.114% | |
10/7/2024 | Chemistry Wealth Management LLC | 62,266 | $2.77M | 0.7% | -21.1% | 0.759% | |
10/3/2024 | Park Avenue Securities LLC | 16,324 | $727K | 0.0% | -3.9% | 0.199% | |
9/5/2024 | Sanctuary Advisors LLC | 14,071 | $583K | 0.0% | N/A | 0.172% | |
8/9/2024 | Mesirow Financial Investment Management Inc. | 75,812 | $3.36M | 0.1% | +0.9% | 0.925% | |
8/6/2024 | Lake Street Advisors Group LLC | 9,420 | $417K | 0.0% | N/A | 0.115% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 1,774 | $79K | 0.0% | -53.4% | 0.022% | |
8/3/2024 | Shaker Financial Services LLC | 4,528 | $200K | 0.1% | -86.2% | 0.055% | |
8/1/2024 | Mraz Amerine & Associates Inc. | 8,937 | $396K | 0.1% | -7.7% | 0.109% | |
8/1/2024 | D.A. Davidson & CO. | 138,536 | $6.13M | 0.1% | +9.1% | 1.689% | |
7/31/2024 | Baltimore Washington Financial Advisors Inc. | 14,955 | $662K | 0.0% | N/A | 0.182% | |
7/29/2024 | Hara Capital LLC | 85,551 | $3.79M | 2.4% | -1.7% | 1.043% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 9,084 | $402K | 0.0% | -10.5% | 0.111% | |
7/22/2024 | Capital Investment Counsel Inc | 10,018 | $443K | 0.1% | -4.8% | 0.122% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 4,587 | $203K | 0.0% | -79.0% | 0.056% | |
7/19/2024 | Raymond James & Associates | 47,684 | $2.11M | 0.0% | -5.7% | 0.582% | |
7/9/2024 | Park Avenue Securities LLC | 16,981 | $752K | 0.0% | -3.4% | 0.207% | |
5/7/2024 | Pecaut & CO. | 22,939 | $975K | 0.4% | -31.6% | 0.280% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,541 | $235K | 0.0% | -6.6% | 0.068% | |
5/1/2024 | Private Advisor Group LLC | 9,807 | $417K | 0.0% | N/A | 0.120% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 75,172 | $3.19M | 0.1% | N/A | 0.917% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 3,809 | $162K | 0.0% | -43.8% | 0.046% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 10,150 | $431K | 0.0% | -6.4% | 0.123% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 21,858 | $929K | 0.0% | -5.1% | 0.264% | |
4/15/2024 | Chemistry Wealth Management LLC | 101,733 | $4.32M | 1.2% | -22.4% | 1.229% | |
4/10/2024 | Park Avenue Securities LLC | 17,582 | $747K | 0.0% | -1.4% | 0.212% | |
3/14/2024 | Leo Wealth LLC | 5,107 | $206K | 0.0% | N/A | 0.062% | |
2/13/2024 | Belpointe Asset Management LLC | 5,301 | $214K | 0.0% | N/A | 0.064% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 10,846 | $438K | 0.0% | -2.3% | 0.131% | |
2/9/2024 | D.A. Davidson & CO. | 123,103 | $4.97M | 0.0% | +6.6% | 1.487% | |
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad) Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code…
And since then…
"In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics… Get Your Free Gold Guide |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 5,450 | $235K | 0.0% | +45.3% | 0.066% | |
2/7/2024 | Pecaut & CO. | 33,546 | $1.35M | 0.5% | -8.6% | 0.405% | |
2/7/2024 | Shaker Financial Services LLC | 49,119 | $1.98M | 0.8% | -12.6% | 0.593% | |
2/6/2024 | Cullen Frost Bankers Inc. | 886 | $36K | 0.0% | N/A | 0.011% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 5,450 | $235K | 0.1% | +45.3% | 0.066% | |
2/5/2024 | Capital Investment Counsel Inc | 10,518 | $425K | 0.1% | -13.2% | 0.127% | |
1/31/2024 | Mraz Amerine & Associates Inc. | 12,367 | $499K | 0.1% | -4.9% | 0.149% | |
1/25/2024 | International Assets Investment Management LLC | 19,986 | $807K | 0.0% | N/A | 0.241% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 6,772 | $273K | 0.1% | -19.1% | 0.082% | |
1/24/2024 | International Assets Investment Management LLC | 19,986 | $807K | 0.0% | N/A | 0.241% | |
1/16/2024 | Raymond James & Associates | 48,529 | $1.96M | 0.0% | +6.6% | 0.586% | |
1/12/2024 | Chemistry Wealth Management LLC | 131,080 | $5.29M | 1.6% | -19.1% | 1.583% | |
1/2/2024 | Anchor Investment Management LLC | 27,483 | $1.11M | 0.1% | N/A | 0.332% | |
11/14/2023 | AQR Arbitrage LLC | 14,249 | $550K | 0.0% | +34.8% | 0.172% | |
11/14/2023 | Saba Capital Management L.P. | 25,137 | $970K | 0.0% | -46.6% | 0.304% | |
11/13/2023 | Pecaut & CO. | 36,718 | $1.42M | 0.6% | +1.4% | 0.444% | |
11/13/2023 | Mraz Amerine & Associates Inc. | 13,007 | $502K | 0.1% | -21.8% | 0.157% | |
11/8/2023 | Baltimore Washington Financial Advisors Inc. | 14,955 | $577K | 0.0% | N/A | 0.181% | |
11/8/2023 | D.A. Davidson & CO. | 115,531 | $4.46M | 0.0% | +6.2% | 1.395% | |
11/4/2023 | NBC Securities Inc. | 941 | $36K | 0.0% | N/A | 0.011% | |
11/2/2023 | Shaker Financial Services LLC | 56,225 | $2.17M | 1.0% | -49.6% | 0.679% | |
10/30/2023 | Blue Bell Private Wealth Management LLC | 8,369 | $323K | 0.1% | +5.1% | 0.101% | |
10/26/2023 | Park Avenue Securities LLC | 18,907 | $730K | 0.0% | -3.2% | 0.228% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 6,625 | $256K | 0.0% | -42.2% | 0.080% | |
10/24/2023 | Raymond James & Associates | 45,518 | $1.76M | 0.0% | +2.0% | 0.550% | |
10/11/2023 | Chemistry Wealth Management LLC | 162,030 | $6.25M | 2.1% | -17.2% | 1.957% | |
8/14/2023 | CSS LLC IL | 10,959 | $420K | 0.0% | N/A | 0.132% | |
8/11/2023 | D.A. Davidson & CO. | 108,814 | $4.17M | 0.0% | +1.8% | 1.314% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 3,750 | $144K | 0.0% | +41.5% | 0.045% | |
8/10/2023 | US Bancorp DE | 24,800 | $950K | 0.0% | +235.1% | 0.300% | |
8/9/2023 | Pecaut & CO. | 36,219 | $1.39M | 0.6% | -5.2% | 0.437% | |
8/8/2023 | Blue Bell Private Wealth Management LLC | 7,966 | $305K | 0.1% | +5.9% | 0.096% | |
8/7/2023 | Shaker Financial Services LLC | 111,632 | $4.28M | 1.9% | -28.1% | 1.348% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 11,467 | $439K | 0.0% | -6.9% | 0.138% | |
7/25/2023 | Raymond James & Associates | 44,640 | $1.71M | 0.0% | +1.8% | 0.539% | |
7/14/2023 | Park Avenue Securities LLC | 19,536 | $749K | 0.0% | -8.9% | 0.236% | |
7/13/2023 | Chemistry Wealth Management LLC | 195,769 | $7.50M | 2.4% | -19.9% | 2.364% | |
5/8/2023 | Shaker Financial Services LLC | 155,302 | $5.87M | 2.6% | +169.7% | 1.876% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 7,523 | $284K | 0.1% | +2,558.3% | 0.091% | |
4/25/2023 | D.A. Davidson & CO. | 106,886 | $4.04M | 0.0% | +6.9% | 1.291% | |
4/20/2023 | Mraz Amerine & Associates Inc. | 19,144 | $723K | 0.2% | -8.5% | 0.229% | |
4/18/2023 | Park Avenue Securities LLC | 21,439 | $810K | 0.0% | -9.7% | 0.256% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,323 | $466K | 0.0% | +3.0% | 0.147% | |
4/14/2023 | Raymond James & Associates | 43,857 | $1.66M | 0.0% | +1.7% | 0.524% | |
4/10/2023 | Chemistry Wealth Management LLC | 244,435 | $9.24M | 3.2% | -18.1% | 2.920% | |
3/1/2023 | Lakewood Asset Management LLC | 4,156 | $161K | 0.1% | N/A | 0.050% | |
2/10/2023 | Evoke Wealth LLC | 5,450 | $211K | 0.0% | N/A | 0.065% | |
2/9/2023 | Elequin Securities LLC | 736 | $28K | 0.0% | N/A | 0.009% | |
2/9/2023 | First Trust Advisors LP | 86,404 | $3.34M | 0.0% | -1.1% | 1.032% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 11,962 | $462K | 0.0% | -13.8% | 0.143% | |
Tesla Execs are Freaking Out (Ad) It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it.
And Elon Musk has completely restructured Tesla to chase this opportunity.
This is a once-in-a-lifetime opportunity that you don’t want to miss. Click here to get the details. |
2/8/2023 | Raymond James & Associates | 43,145 | $1.67M | 0.0% | +3.1% | 0.515% | |
2/8/2023 | Belpointe Asset Management LLC | 1,383 | $53K | 0.0% | N/A | 0.017% | |
2/3/2023 | Shaker Financial Services LLC | 57,573 | $2.23M | 1.0% | -58.4% | 0.688% | |
2/3/2023 | D.A. Davidson & CO. | 99,941 | $3.86M | 0.0% | +9.4% | 1.194% | |
1/26/2023 | GraniteShares Advisors LLC | 61,211 | $2.37M | 2.0% | N/A | 0.731% | |
1/18/2023 | Chemistry Wealth Management LLC | 298,624 | $11.55M | 4.5% | -3.3% | 3.566% | |
1/12/2023 | Mraz Amerine & Associates Inc. | 20,924 | $809K | 0.2% | -2.2% | 0.250% | |
1/12/2023 | Hennion & Walsh Asset Management Inc. | 24,112 | $932K | 0.1% | -3.3% | 0.288% | |
11/16/2022 | Saba Capital Management L.P. | 234,661 | $8.21M | 0.1% | -42.3% | 2.804% | |
11/14/2022 | Nations Financial Group Inc. IA ADV | 13,061 | $457K | 0.1% | N/A | 0.156% | |