11/2/2024 | Transcendent Capital Group LLC | 5,720 | $570K | 0.3% | -50.4% | 0.020% | |
11/1/2024 | Carr Financial Group Corp | 25,484 | $2.54M | 0.7% | -3.4% | 0.091% | |
11/1/2024 | Sheets Smith Wealth Management | 18,789 | $1.87M | 0.2% | +7.7% | 0.067% | |
11/1/2024 | Proficio Capital Partners LLC | 539,448 | $53.72M | 5.3% | +0.3% | 1.920% | |
11/1/2024 | Atria Investments Inc | 41,158 | $4.10M | 0.1% | -4.2% | 0.146% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 33,851 | $3.37M | 0.6% | +108.5% | 0.120% | |
|
11/1/2024 | CWA Asset Management Group LLC | 224,996 | $22.41M | 1.2% | N/A | 0.801% | |
10/31/2024 | NavPoint Financial Inc. | 4,606 | $459K | 0.4% | +23.6% | 0.016% | |
10/31/2024 | Portside Wealth Group LLC | 3,948 | $393K | 0.1% | -2.9% | 0.014% | |
10/31/2024 | Advisor Resource Council | 9,588 | $955K | 0.4% | N/A | 0.034% | |
10/31/2024 | Concurrent Investment Advisors LLC | 19,212 | $1.91M | 0.1% | +16.6% | 0.068% | |
10/30/2024 | Long Run Wealth Advisors LLC | 24,909 | $2.48M | 0.6% | +60.7% | 0.089% | |
10/30/2024 | Ameritas Advisory Services LLC | 35,775 | $3.56M | 0.2% | -8.4% | 0.127% | |
10/30/2024 | Auour Investments LLC | 35,845 | $3.57M | 1.3% | -19.8% | 0.128% | |
10/30/2024 | Moloney Securities Asset Management LLC | 3,668 | $365K | 0.0% | +68.6% | 0.013% | |
10/30/2024 | Legacy CG LLC | 7,116 | $709K | 0.2% | -60.2% | 0.025% | |
10/29/2024 | Janney Montgomery Scott LLC | 22,536 | $2.24M | 0.0% | -22.5% | 0.080% | |
10/29/2024 | Clear Creek Financial Management LLC | 12,671 | $1.26M | 0.1% | +15.8% | 0.045% | |
10/29/2024 | Farther Finance Advisors LLC | 1,321 | $132K | 0.0% | +67.9% | 0.005% | |
10/28/2024 | Focus Financial Network Inc. | 2,708 | $270K | 0.0% | -16.8% | 0.010% | |
10/28/2024 | Stephens Inc. AR | 315,660 | $31.43M | 0.4% | +1.0% | 1.123% | |
10/28/2024 | O ROURKE & COMPANY Inc | 2,231 | $222K | 0.1% | -24.4% | 0.008% | |
10/28/2024 | HM Payson & Co. | 57,263 | $5.70M | 0.1% | -7.0% | 0.204% | |
10/28/2024 | Austin Wealth Management LLC | 96,316 | $9.56M | 2.1% | -1.7% | 0.343% | |
10/25/2024 | Financial Advocates Investment Management | 118,131 | $11.76M | 0.6% | +17.8% | 0.420% | |
10/25/2024 | SteelPeak Wealth LLC | 2,088 | $208K | 0.0% | N/A | 0.007% | |
10/25/2024 | Highline Wealth Partners LLC | 3,843 | $383K | 0.1% | N/A | 0.014% | |
10/25/2024 | Valmark Advisers Inc. | 12,803 | $1.28M | 0.0% | +61.4% | 0.046% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,668 | $365K | 0.1% | -24.3% | 0.013% | |
10/24/2024 | Hibernia Wealth Partners LLC | 30,582 | $3.05M | 0.9% | +26.2% | 0.109% | |
10/24/2024 | Salomon & Ludwin LLC | 3,700 | $368K | 0.0% | N/A | 0.013% | |
10/24/2024 | Anson Capital Inc. | 78,746 | $7.84M | 7.0% | +38.3% | 0.280% | |
10/24/2024 | Capital Advisors Ltd. LLC | 18,628 | $1.86M | 0.2% | +11.4% | 0.066% | |
10/24/2024 | MCF Advisors LLC | 16,030 | $1.60M | 0.1% | -10.4% | 0.057% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 17,878 | $1.78M | 0.0% | -34.6% | 0.064% | |
10/24/2024 | PFG Investments LLC | 2,962 | $295K | 0.0% | +44.8% | 0.011% | |
10/23/2024 | Convergence Financial LLC | 91,969 | $9.16M | 1.9% | +6.3% | 0.327% | |
10/23/2024 | Canal Capital Management LLC | 3,548 | $353K | 0.1% | N/A | 0.013% | |
10/23/2024 | Dakota Wealth Management | 10,505 | $1.05M | 0.0% | -15.4% | 0.037% | |
10/23/2024 | Values First Advisors Inc. | 9,632 | $959K | 0.5% | +3.1% | 0.034% | |
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10/23/2024 | Woodard & Co. Asset Management Group Inc. ADV | 30,567 | $3.04M | 0.7% | -50.8% | 0.109% | |
10/22/2024 | Courier Capital LLC | 36,716 | $3.66M | 0.3% | +1,130.4% | 0.131% | |
10/22/2024 | Eagle Bay Advisors LLC | 42,865 | $4.27M | 1.6% | -5.2% | 0.153% | |
10/22/2024 | Private Advisor Group LLC | 58,227 | $5.80M | 0.0% | -14.8% | 0.207% | |
10/22/2024 | Ndwm LLC | 184,427 | $18.37M | 15.1% | +3.6% | 0.656% | |
10/22/2024 | Waldron Private Wealth LLC | 156,659 | $15.60M | 0.6% | -7.5% | 0.558% | |
10/22/2024 | Hofer & Associates. Inc | 2,515 | $250K | 0.2% | N/A | 0.009% | |
10/22/2024 | Wooster Corthell Wealth Management Inc. | 20,230 | $2.02M | 0.4% | +32.3% | 0.072% | |
10/21/2024 | Fortis Group Advisors LLC | 164,199 | $16.35M | 3.0% | -9.5% | 0.584% | |
10/21/2024 | Sightline Wealth Advisors LLC | 3,563 | $355K | 0.2% | -65.9% | 0.013% | |
10/18/2024 | Embree Financial Group | 8,671 | $863K | 0.2% | +109.2% | 0.031% | |
10/18/2024 | Commonwealth Equity Services LLC | 384,395 | $38.28M | 0.1% | +1.1% | 1.368% | |
10/18/2024 | Raymond James & Associates | 61,246 | $6.10M | 0.0% | -28.4% | 0.218% | |
10/18/2024 | ST Germain D J Co. Inc. | 48,811 | $4.86M | 0.2% | -0.8% | 0.174% | |
10/18/2024 | Blue Trust Inc. | 12,045 | $1.20M | 0.0% | -86.3% | 0.043% | |
10/18/2024 | Kohmann Bosshard Financial Services LLC | 12,101 | $1.21M | 0.1% | -13.6% | 0.043% | |
10/18/2024 | Stratos Wealth Advisors LLC | 16,700 | $1.66M | 0.1% | -22.1% | 0.059% | |
10/17/2024 | Stratos Wealth Partners LTD. | 166,932 | $16.62M | 0.2% | +235.9% | 0.594% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 38,444 | $3.83M | 0.6% | +14.0% | 0.137% | |
10/16/2024 | Good Life Advisors LLC | 5,305 | $528K | 0.0% | +95.9% | 0.019% | |
10/16/2024 | Opal Wealth Advisors LLC | 3,043 | $303K | 0.1% | +12.6% | 0.011% | |
10/15/2024 | Donor Advised Charitable Giving Inc. | 25,393 | $2.53M | 0.1% | +0.9% | 0.090% | |
10/11/2024 | Iams Wealth Management LLC | 94,771 | $9.44M | 4.6% | -8.9% | 0.337% | |
10/11/2024 | Armstrong Advisory Group Inc. | 150,678 | $15.01M | 1.2% | N/A | 0.536% | |
10/10/2024 | Priebe Wealth Holdings LLC | 14,668 | $1.46M | 1.1% | +31.1% | 0.052% | |
10/8/2024 | CWM LLC | 1,678,123 | $167.11M | 0.7% | +3.4% | 5.972% | |
10/8/2024 | Beacon Wealthcare LLC | 4,605 | $459K | 0.2% | -49.2% | 0.016% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 13,567 | $1.35M | 0.1% | +215.0% | 0.048% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 89,929 | $8.96M | 0.9% | -6.1% | 0.320% | |
10/8/2024 | Northwest Capital Management Inc | 4,412 | $439K | 0.2% | -6.8% | 0.016% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 4,023 | $401K | 0.0% | +8.8% | 0.014% | |
10/8/2024 | Advance Capital Management Inc. | 8,752 | $872K | 0.0% | -11.8% | 0.031% | |
10/7/2024 | GAMMA Investing LLC | 23,050 | $2.30M | 0.2% | N/A | 0.082% | |
9/23/2024 | Centaurus Financial Inc. | 25,068 | $2.49M | 0.2% | -55.0% | 0.089% | |
9/5/2024 | Sanctuary Advisors LLC | 112,233 | $11.15M | 0.1% | N/A | 0.399% | |
8/27/2024 | Carrera Capital Advisors | 68,043 | $6.76M | 2.2% | N/A | 0.242% | |
8/27/2024 | KPP Advisory Services LLC | 73,116 | $7.27M | 1.9% | +3.2% | 0.260% | |
8/22/2024 | Cetera Investment Advisers | 187,784 | $18.66M | 0.0% | +13.7% | 0.668% | |
8/21/2024 | Truist Financial Corp | 88,372 | $8.78M | 0.0% | +3.9% | 0.314% | |
8/19/2024 | Hershey Financial Advisers LLC | 246,344 | $24.48M | 22.0% | N/A | 0.877% | |
8/19/2024 | EP Wealth Advisors LLC | 54,368 | $5.40M | 0.1% | -14.6% | 0.193% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 47,013 | $4.67M | 0.0% | -56.9% | 0.167% | |
8/16/2024 | NewEdge Advisors LLC | 100,286 | $9.97M | 0.1% | +137.2% | 0.357% | |
8/16/2024 | Nemes Rush Group LLC | 4,138 | $411K | 0.1% | -9.0% | 0.015% | |
8/16/2024 | Susquehanna International Group LLP | 47,769 | $4.75M | 0.0% | +42.8% | 0.170% | |
8/15/2024 | Kingfisher Capital LLC | 50,970 | $5.07M | 1.2% | -0.7% | 0.181% | |
8/14/2024 | Delos Wealth Advisors LLC | 123,506 | $12.27M | 11.9% | -6.2% | 0.440% | |
8/14/2024 | Epoch Investment Partners Inc. | 205,723 | $20.44M | 0.1% | +17.0% | 0.732% | |
8/12/2024 | Waterloo Capital L.P. | 2,056 | $204K | 0.0% | -51.0% | 0.007% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 17,441 | $1.73M | 0.0% | N/A | 0.062% | |
Countdown to the biggest trade of my 25 yr career (Ad) Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview…
Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025. Click here to see the surprising reason why |
8/10/2024 | Sargent Investment Group LLC | 486,001 | $48.29M | 9.9% | +7.4% | 1.730% | |
8/9/2024 | Alpha Financial Partners LLC | 25,833 | $2.57M | 2.2% | +5.3% | 0.092% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 4,740 | $471K | 0.1% | -5.1% | 0.017% | |
8/9/2024 | Renaissance Technologies LLC | 738,400 | $73.38M | 0.1% | -0.1% | 2.628% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 48,783 | $4.85M | 1.7% | +311.1% | 0.174% | |
8/8/2024 | Envestnet Asset Management Inc. | 302,523 | $30.06M | 0.0% | -22.1% | 1.077% | |
8/8/2024 | Meridian Management Co. | 9,078 | $902K | 0.2% | -9.8% | 0.032% | |
8/8/2024 | TMD Wealth Management LLC | 191,323 | $19.01M | 4.2% | +0.7% | 0.681% | |
8/8/2024 | Parallel Advisors LLC | 27,411 | $2.72M | 0.1% | +6,349.6% | 0.098% | |
8/8/2024 | CoreCap Advisors LLC | 46,610 | $4.63M | 0.5% | N/A | 0.166% | |