11/15/2024 | Quarry LP | 8,493 | $111K | 0.0% | +14.8% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 10,599 | $137K | 0.0% | N/A | 0.000% | |
11/13/2024 | D.A. Davidson & CO. | 47,695 | $622K | 0.0% | +2.9% | 0.000% | |
11/12/2024 | Cerity Partners LLC | 82,096 | $1.07M | 0.0% | -16.5% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 61,209 | $799K | 0.0% | -2.2% | 0.000% | |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 267,682 | $3.49M | 1.9% | +3.1% | 0.000% | |
|
11/1/2024 | Beckerman Institutional LLC | 10,287 | $134K | 0.1% | N/A | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 256,571 | $3.35M | 0.0% | -3.0% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 145,100 | $1.89M | 0.0% | +4.9% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 78,125 | $893K | 0.0% | N/A | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 13,109 | $151K | 0.0% | +8.7% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 191,973 | $2.21M | 0.6% | -2.0% | 0.000% | |
8/9/2024 | Brown Brothers Harriman & Co. | 4,411 | $51K | 0.0% | N/A | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 138,325 | $1.59M | 0.0% | +19.0% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 8,911 | $103K | 0.0% | +18.6% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 118,883 | $1.37M | 0.6% | +17.6% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 131,232 | $1.51M | 0.0% | +1,647.4% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 15,035 | $173K | 0.0% | +19.1% | 0.000% | |
7/30/2024 | Matisse Capital | 227,000 | $2.61M | 1.3% | +3.2% | 0.000% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 98,781 | $1.14M | 0.0% | -3.1% | 0.000% | |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 259,579 | $2.99M | 1.7% | +6.6% | 0.000% | |
7/19/2024 | Raymond James & Associates | 108,138 | $1.25M | 0.0% | -11.5% | 0.000% | |
7/17/2024 | Abundance Wealth Counselors | 123,767 | $1.43M | 0.7% | +6.9% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 12,062 | $144K | 0.0% | -7.2% | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 69,973 | $826K | 0.0% | -10.3% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 258,543 | $3.05M | 0.0% | +39.3% | 0.000% | |
5/1/2024 | Matisse Capital | 220,000 | $2.60M | 1.2% | +22.2% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 116,255 | $1.37M | 0.0% | +119.1% | 0.000% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 7,511 | $89K | 0.0% | +29.3% | 0.000% | |
4/22/2024 | PFG Investments LLC | 12,624 | $149K | 0.0% | N/A | 0.000% | |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 243,603 | $2.88M | 1.8% | +11.9% | 0.000% | |
4/19/2024 | Abundance Wealth Counselors | 115,735 | $1.37M | 0.3% | +16.2% | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,000 | $152K | 0.0% | +7.8% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 43,068 | $504K | 0.0% | +8.4% | 0.000% | |
2/8/2024 | Matisse Capital | 180,000 | $2.11M | 1.1% | +190.4% | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 185,589 | $2.17M | 0.0% | -6.5% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 56,282 | $659K | 0.3% | +122.3% | 0.000% | |
2/2/2024 | Truist Financial Corp | 38,032 | $445K | 0.0% | -19.6% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 12,357 | $145K | 0.0% | -14.9% | 0.000% | |
2/1/2024 | Wolverine Asset Management LLC | 36,829 | $431K | 0.0% | N/A | 0.000% | |
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 |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 217,606 | $2.55M | 1.7% | -8.8% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 12,518 | $147K | 0.0% | N/A | 0.000% | |
1/25/2024 | Blue Bell Private Wealth Management LLC | 5,811 | $68K | 0.0% | +481.1% | 0.000% | |
1/17/2024 | Abundance Wealth Counselors | 99,559 | $1.17M | 0.3% | -4.7% | 0.000% | |
1/16/2024 | Raymond James & Associates | 594,735 | $6.96M | 0.0% | +35.3% | 0.000% | |
1/12/2024 | Mutual Advisors LLC | 32,332 | $379K | 0.0% | N/A | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 12,062 | $144K | 0.0% | +7.6% | 0.000% | |
11/14/2023 | Saba Capital Management L.P. | 871,390 | $10.44M | 0.3% | -1.9% | 0.000% | |
11/14/2023 | Clough Capital Partners L P | 39,672 | $475K | 0.1% | +225.2% | 0.000% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 9,510 | $114K | 0.0% | +17.7% | 0.000% | |
11/9/2023 | Wealth Alliance | 39,735 | $476K | 0.1% | -9.6% | 0.000% | |
11/9/2023 | Kayne Anderson Capital Advisors LP | 18,600 | $223K | 0.0% | -10.1% | 0.000% | |
11/8/2023 | D.A. Davidson & CO. | 39,734 | $476K | 0.0% | +2.4% | 0.000% | |
11/8/2023 | Oppenheimer & Co. Inc. | 72,915 | $874K | 0.0% | -6.3% | 0.000% | |
11/7/2023 | Atlas Wealth LLC | 1,086,438 | $13.02M | 2.4% | -0.9% | 0.000% | |
11/3/2023 | Private Advisor Group LLC | 53,050 | $636K | 0.0% | +10.4% | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 25,317 | $303K | 0.1% | -76.1% | 0.000% | |
10/30/2023 | Abundance Wealth Counselors | 104,458 | $1.25M | 0.4% | +2.7% | 0.000% | |
10/30/2023 | Eagle Bluffs Wealth Management LLC | 238,604 | $2.86M | 2.2% | +14.0% | 0.000% | |
10/24/2023 | Raymond James & Associates | 439,635 | $5.27M | 0.0% | +227.3% | 0.000% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 96,393 | $1.16M | 0.0% | +8.4% | 0.000% | |
10/17/2023 | Flagship Harbor Advisors LLC | 11,050 | $132K | 0.0% | -23.6% | 0.000% | |
10/13/2023 | Matisse Capital | 61,974 | $742K | 0.5% | +214.4% | 0.000% | |
8/16/2023 | Thomas J. Herzfeld Advisors Inc. | 8,080 | $101K | 0.0% | N/A | 0.000% | |
8/14/2023 | Cerity Partners LLC | 98,357 | $1.23M | 0.0% | N/A | 0.000% | |
8/11/2023 | Almitas Capital LLC | 32,613 | $421K | 0.2% | +27.4% | 0.000% | |
8/11/2023 | D.A. Davidson & CO. | 38,821 | $484K | 0.0% | +6.4% | 0.000% | |
8/7/2023 | Wolverine Asset Management LLC | 63,776 | $796K | 0.0% | -28.7% | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 105,931 | $1.32M | 0.6% | +54.9% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 14,417 | $180K | 0.0% | +22.4% | 0.000% | |
8/3/2023 | Oppenheimer & Co. Inc. | 77,823 | $971K | 0.0% | +40.0% | 0.000% | |
8/2/2023 | Matisse Capital | 19,712 | $246K | 0.2% | +24.2% | 0.000% | |
8/1/2023 | Truist Financial Corp | 59,152 | $738K | 0.0% | -7.6% | 0.000% | |
7/31/2023 | LPL Financial LLC | 47,149 | $588K | 0.0% | +4.0% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 199,334 | $2.49M | 0.0% | -1.5% | 0.000% | |
7/25/2023 | Raymond James & Associates | 134,322 | $1.68M | 0.0% | -2.1% | 0.000% | |
7/19/2023 | Abundance Wealth Counselors | 101,741 | $1.27M | 0.7% | -2.6% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 88,918 | $1.11M | 0.0% | -14.5% | 0.000% | |
7/11/2023 | Flagship Harbor Advisors LLC | 14,456 | $180K | 0.0% | -7.9% | 0.000% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 104,018 | $1.35M | 0.0% | +1.8% | 0.000% | |
5/11/2023 | Wealth Alliance | 44,459 | $577K | 0.1% | +15.6% | 0.000% | |
5/10/2023 | Oppenheimer & Co. Inc. | 55,584 | $721K | 0.0% | +20.7% | 0.000% | |
5/10/2023 | Private Advisor Group LLC | 47,750 | $619K | 0.0% | N/A | 0.000% | |
5/9/2023 | Atlas Wealth LLC | 1,102,411 | $14.30M | 2.8% | -1.8% | 0.000% | |
5/8/2023 | Shaker Financial Services LLC | 68,389 | $887K | 0.4% | +324.1% | 0.000% | |
5/8/2023 | Wolverine Asset Management LLC | 89,405 | $1.16M | 0.0% | +78.5% | 0.000% | |
5/8/2023 | Blue Bell Private Wealth Management LLC | 2,500 | $32K | 0.0% | +400.0% | 0.000% | |
5/5/2023 | Truist Financial Corp | 64,003 | $830K | 0.0% | -2.4% | 0.000% | |
5/4/2023 | Eagle Bluffs Wealth Management LLC | 209,206 | $2.71M | 2.2% | +6.9% | 0.000% | |
5/2/2023 | Abundance Wealth Counselors | 104,436 | $1.36M | 0.3% | +11.9% | 0.000% | |
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 |
4/28/2023 | Janney Montgomery Scott LLC | 202,359 | $2.63M | 0.0% | +1.8% | 0.000% | |
4/26/2023 | Chicago Partners Investment Group LLC | 15,899 | $209K | 0.0% | +17.1% | 0.000% | |
4/25/2023 | D.A. Davidson & CO. | 36,483 | $473K | 0.0% | -4.9% | 0.000% | |
4/14/2023 | Raymond James & Associates | 137,272 | $1.78M | 0.0% | -3.5% | 0.000% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 11,905 | $153K | 0.0% | N/A | 0.000% | |
2/14/2023 | Atlas Wealth LLC | 1,122,665 | $14.43M | 3.9% | N/A | 0.000% | |
2/13/2023 | Wealth Alliance | 38,459 | $494K | 0.1% | -13.5% | 0.000% | |
2/9/2023 | Chicago Partners Investment Group LLC | 13,583 | $179K | 0.0% | -18.1% | 0.000% | |
2/9/2023 | Sowell Financial Services LLC | 17,644 | $227K | 0.0% | N/A | 0.000% | |
2/9/2023 | Abundance Wealth Counselors | 93,335 | $1.20M | 0.3% | -3.2% | 0.000% | |