10/31/2024 | Socha Financial Group LLC | 1,851,841 | $54.80M | 23.8% | -0.4% | 13.265% | |
10/30/2024 | Armor Investment Advisors LLC | 15,008 | $444K | 0.2% | +18.9% | 0.108% | |
10/30/2024 | HF Advisory Group LLC | 105,481 | $3.12M | 1.5% | +1.5% | 0.756% | |
10/23/2024 | Santori & Peters Inc. | 264,802 | $7.84M | 3.1% | -5.2% | 1.897% | |
10/22/2024 | International Assets Investment Management LLC | 2,402,678 | $71.10M | 0.0% | +2,859.0% | 17.211% | |
10/21/2024 | Foundations Investment Advisors LLC | 140,309 | $4.15M | 0.1% | +172.2% | 1.005% | |
|
10/19/2024 | OLD National Bancorp IN | 20,984 | $621K | 0.0% | N/A | 0.150% | |
10/18/2024 | Capital Investment Advisors LLC | 88,002 | $2.60M | 0.1% | -1.7% | 0.630% | |
10/16/2024 | Avaii Wealth Management LLC | 24,056 | $712K | 0.4% | +2.9% | 0.172% | |
10/8/2024 | Evensky & Katz LLC | 591,164 | $17.49M | 1.1% | -0.4% | 4.235% | |
8/27/2024 | Dana Investment Advisors Inc. | 20,146 | $558K | 0.0% | -4.2% | 0.144% | |
8/14/2024 | Clear Point Advisors Inc. | 219,122 | $6.07M | 5.0% | -17.3% | 1.570% | |
8/14/2024 | Bank of Montreal Can | 95,011 | $2.64M | 0.0% | +4.7% | 0.681% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 49,489 | $1.37M | 0.0% | -14.3% | 0.355% | |
8/8/2024 | Main Street Financial Solutions LLC | 74,515 | $2.07M | 0.2% | N/A | 0.534% | |
8/6/2024 | Waddell & Associates LLC | 1,952,955 | $54.14M | 7.1% | -0.1% | 13.990% | |
8/2/2024 | Foundations Investment Advisors LLC | 51,554 | $1.43M | 0.0% | N/A | 0.369% | |
7/26/2024 | Evensky & Katz LLC | 593,745 | $16.46M | 1.1% | -2.1% | 4.253% | |
7/12/2024 | Capital Investment Advisors LLC | 89,484 | $2.48M | 0.1% | -4.9% | 0.641% | |
7/10/2024 | Csenge Advisory Group | 216,162 | $5.99M | 0.3% | +2.0% | 1.548% | |
7/2/2024 | Transcend Capital Advisors LLC | 13,653 | $378K | 0.0% | +9.2% | 0.098% | |
5/17/2024 | Clear Point Advisors Inc. | 264,850 | $7.42M | 6.1% | -1.1% | 1.897% | |
5/9/2024 | Socha Financial Group LLC | 1,910,318 | $53.49M | 23.5% | -0.3% | 13.684% | |
5/4/2024 | Csenge Advisory Group | 211,928 | $5.93M | 0.3% | +9.0% | 1.518% | |
5/1/2024 | StoneX Group Inc. | 20,433 | $572K | 0.1% | -60.4% | 0.146% | |
4/22/2024 | HF Advisory Group LLC | 96,828 | $2.71M | 1.5% | +0.7% | 0.690% | |
4/19/2024 | Santori & Peters Inc. | 285,807 | $8.00M | 3.5% | -0.6% | 2.036% | |
4/16/2024 | Transform Wealth LLC | 86,165 | $2.41M | 0.2% | -36.1% | 0.745% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 12,400 | $347K | 0.0% | +33.3% | 0.107% | |
4/8/2024 | Evensky & Katz LLC | 606,677 | $16.99M | 1.2% | -1.6% | 5.248% | |
2/14/2024 | Waddell & Associates LLC | 2,003,677 | $53.16M | 7.1% | -12.0% | 17.333% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 845,782 | $22.44M | 10.4% | +1.6% | 7.316% | |
2/12/2024 | StoneX Group Inc. | 51,621 | $1.37M | 0.2% | +1.9% | 0.447% | |
2/12/2024 | TD Capital Management LLC | 2,085 | $55K | 0.0% | N/A | 0.018% | |
2/9/2024 | UBS Group AG | 2,131,780 | $56.55M | 0.0% | +610.6% | 18.441% | |
2/7/2024 | Dana Investment Advisors Inc. | 21,548 | $572K | 0.0% | +3.4% | 0.186% | |
2/5/2024 | Santori & Peters Inc. | 287,432 | $7.63M | 3.6% | -1.6% | 2.486% | |
2/5/2024 | Avaii Wealth Management LLC | 20,470 | $543K | 0.4% | +46.1% | 0.177% | |
2/5/2024 | Transcend Capital Advisors LLC | 10,917 | $290K | 0.0% | +27.7% | 0.094% | |
2/1/2024 | Socha Financial Group LLC | 1,915,407 | $50.82M | 24.4% | -1.4% | 16.569% | |
Nvidia warning urgent (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
1/25/2024 | International Assets Investment Management LLC | 81,399 | $2.16M | 0.0% | -3.0% | 0.704% | |
1/24/2024 | International Assets Investment Management LLC | 2,159,475 | $57.29M | 0.0% | +2,472.5% | 18.681% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 9,300 | $247K | 0.0% | N/A | 0.080% | |
1/5/2024 | Capital Investment Advisors LLC | 71,519 | $1.90M | 0.0% | +27.0% | 0.619% | |
11/15/2023 | Dana Investment Advisors Inc. | 20,840 | $493K | 0.0% | +20.8% | 0.180% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 146,833 | $3.48M | 0.0% | -4.1% | 1.270% | |
11/9/2023 | UBS Group AG | 300,012 | $7.10M | 0.0% | +67.2% | 2.595% | |
11/7/2023 | Waddell & Associates LLC | 2,276,608 | $53.89M | 7.9% | +1.0% | 19.694% | |
11/4/2023 | Santori & Peters Inc. | 292,188 | $6.92M | 3.7% | +3.4% | 2.528% | |
11/1/2023 | Csenge Advisory Group | 196,005 | $4.64M | 0.3% | +0.4% | 1.696% | |
10/31/2023 | HF Advisory Group LLC | 96,361 | $2.28M | 1.7% | -0.5% | 0.834% | |
10/31/2023 | Socha Financial Group LLC | 1,941,707 | $45.96M | 22.1% | +2.2% | 16.797% | |
10/30/2023 | Arete Wealth Advisors LLC | 8,997 | $213K | 0.0% | -70.5% | 0.078% | |
10/24/2023 | Avaii Wealth Management LLC | 14,010 | $332K | 0.2% | +34.1% | 0.121% | |
10/16/2023 | Capital Investment Advisors LLC | 56,334 | $1.33M | 0.0% | +17.9% | 0.487% | |
10/11/2023 | Transform Wealth LLC | 56,741 | $1.34M | 0.1% | -53.3% | 0.491% | |
10/10/2023 | International Assets Investment Management LLC | 83,944 | $1.98M | 0.2% | -2.4% | 0.726% | |
10/10/2023 | Evensky & Katz LLC | 620,360 | $14.68M | 1.3% | -1.2% | 5.366% | |
10/4/2023 | International Assets Investment Management LLC | 83,944 | $1.98M | 0.2% | -2.4% | 0.726% | |
8/11/2023 | Kayne Anderson Rudnick Investment Management LLC | 153,105 | $3.74M | 0.0% | -3.3% | 1.324% | |
8/2/2023 | Bank of Montreal Can | 48,345 | $1.19M | 0.0% | N/A | 0.444% | |
7/31/2023 | Socha Financial Group LLC | 1,900,799 | $46.55M | 24.5% | +8.8% | 17.471% | |
7/26/2023 | Santori & Peters Inc. | 282,504 | $6.92M | 3.5% | +1.6% | 2.597% | |
7/24/2023 | Evensky & Katz LLC | 627,640 | $15.37M | 1.2% | -5.4% | 5.769% | |
7/20/2023 | HF Advisory Group LLC | 96,885 | $2.37M | 1.9% | -24.7% | 0.890% | |
7/20/2023 | Csenge Advisory Group | 195,215 | $4.78M | 0.3% | -0.4% | 1.794% | |
7/19/2023 | Golden State Equity Partners | 12,632 | $309K | 0.1% | N/A | 0.116% | |
7/14/2023 | Transform Wealth LLC | 121,466 | $2.98M | 0.3% | -0.8% | 1.116% | |
7/11/2023 | Capital Investment Advisors LLC | 47,763 | $1.17M | 0.0% | +8.3% | 0.439% | |
5/22/2023 | Arete Wealth Advisors LLC | 35,832 | $812K | 0.1% | N/A | 0.329% | |
5/12/2023 | Walled Lake Planning & Wealth Management LLC | 826,747 | $18.74M | 9.8% | N/A | 7.712% | |
5/1/2023 | Csenge Advisory Group | 196,073 | $4.45M | 0.3% | -3.0% | 1.829% | |
5/1/2023 | Arete Wealth Advisors LLC | 35,832 | $812.28B | 0.1% | N/A | 0.334% | |
4/26/2023 | Socha Financial Group LLC | 1,747,421 | $39.61M | 25.6% | +1.8% | 16.301% | |
4/20/2023 | Evensky & Katz LLC | 663,815 | $15.05M | 1.2% | -16.3% | 6.192% | |
4/19/2023 | HF Advisory Group LLC | 128,729 | $2.92M | 2.6% | +11.6% | 1.201% | |
4/19/2023 | International Assets Investment Management LLC | 86,009 | $1.95M | 0.3% | -35.9% | 0.802% | |
4/19/2023 | Santori & Peters Inc. | 278,192 | $6.31M | 3.4% | +32.2% | 2.595% | |
4/14/2023 | Transform Wealth LLC | 122,453 | $2.78M | 0.3% | -52.8% | 1.142% | |
4/10/2023 | Avaii Wealth Management LLC | 10,251 | $232K | 0.2% | N/A | 0.096% | |
4/10/2023 | Capital Investment Advisors LLC | 44,121 | $1M | 0.0% | +12.6% | 0.412% | |
3/20/2023 | Socha Financial Group LLC | 1,716,817 | $36.07M | 25.6% | +6.3% | 16.015% | |
2/10/2023 | Waddell & Associates LLC | 2,257,880 | $47.44M | 7.9% | N/A | 21.879% | |
2/9/2023 | Southeast Asset Advisors Inc. | 33,597 | $706K | 0.1% | N/A | 0.326% | |
2/8/2023 | UBS Group AG | 225,527 | $4.74M | 0.0% | N/A | 2.185% | |
2/8/2023 | Capital Analysts LLC | 3,486 | $73K | 0.0% | N/A | 0.034% | |
2/7/2023 | HF Advisory Group LLC | 115,298 | $2.42M | 2.4% | N/A | 1.117% | |
2/7/2023 | Envestnet Asset Management Inc. | 66,004 | $1.39M | 0.0% | N/A | 0.640% | |
2/6/2023 | Arete Wealth Advisors LLC | 36,134 | $759.16B | 0.1% | N/A | 0.350% | |
2/1/2023 | Bank of Montreal Can | 47,144 | $1.01M | 0.0% | N/A | 0.457% | |
We recommended Nvidia in 2016, now we’re recommending this… (Ad) The AI boom is just getting started.
And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
1/31/2023 | Kestra Advisory Services LLC | 218,740 | $4.60M | 0.0% | N/A | 2.120% | |
1/30/2023 | International Assets Investment Management LLC | 134,235 | $2.82M | 0.2% | N/A | 1.301% | |
1/26/2023 | Santori & Peters Inc. | 210,421 | $4.42M | 2.6% | N/A | 2.039% | |
1/13/2023 | Transform Wealth LLC | 259,548 | $5.45M | 0.6% | N/A | 2.638% | |
1/12/2023 | Evensky & Katz LLC | 793,186 | $16.67M | 1.5% | N/A | 8.061% | |
1/5/2023 | Capital Investment Advisors LLC | 39,171 | $823K | 0.0% | N/A | 0.398% | |
7/13/2022 | Santori & Peters Inc. | 237,063 | $4.43M | 2.9% | +57.5% | 9.716% | |
7/6/2022 | Capital Investment Advisors LLC | 69,364 | $1.30M | 0.0% | +16.7% | 2.990% | |
5/18/2022 | Financial Enhancement Group LLC | 32,544 | $725K | 0.1% | -4.0% | 0.154% | |
5/12/2022 | Dana Investment Advisors Inc. | 15,508 | $352K | 0.0% | +12.7% | 0.074% | |