1/17/2025 | Janney Montgomery Scott LLC | 33,457 | $667K | 0.0% | N/A | 0.743% | |
1/17/2025 | Evolution Wealth Advisors LLC | 59,600 | $1.19M | 0.2% | +138.5% | 1.324% | |
11/15/2024 | Jane Street Group LLC | 73,542 | $1.51M | 0.0% | +81.3% | 1.634% | |
11/15/2024 | Stifel Financial Corp | 10,991 | $225K | 0.0% | -19.7% | 0.244% | |
11/14/2024 | Flow Traders U.S. LLC | 23,514 | $482K | 0.0% | +14.2% | 0.523% | |
10/24/2024 | Inscription Capital LLC | 106,270 | $2.18M | 0.3% | -0.6% | 2.362% | |
10/23/2024 | Allworth Financial LP | 3,798 | $78K | 0.0% | -53.4% | 0.084% | |
10/22/2024 | Lake Street Private Wealth LLC | 185,725 | $3.81M | 0.6% | +5.4% | 4.127% | |
10/18/2024 | Resonant Capital Advisors LLC | 551,154 | $11.29M | 0.8% | +6.0% | 12.248% | |
10/1/2024 | Appleton Partners Inc. MA | 162,828 | $3.34M | 0.2% | +1.7% | 3.618% | |
|
8/14/2024 | Bank of Montreal Can | 20,650 | $441K | 0.0% | -42.2% | 0.459% | |
8/12/2024 | WCG Wealth Advisors LLC | 23,568 | $480K | 0.0% | N/A | 0.524% | |
8/8/2024 | American Financial & Tax Strategies Inc. | 197,753 | $4.03M | 2.1% | -2.2% | 4.395% | |
8/1/2024 | Resonant Capital Advisors LLC | 519,850 | $10.58M | 0.9% | +10.6% | 11.552% | |
7/16/2024 | Guardian Asset Advisors LLC | 11,133 | $227K | 0.2% | -5.1% | 0.247% | |
7/2/2024 | Appleton Partners Inc. MA | 160,088 | $3.26M | 0.3% | +0.8% | 3.558% | |
5/20/2024 | Pacific Center for Financial Services | 2,253 | $45K | 0.0% | -17.1% | 0.050% | |
5/17/2024 | Creekmur Asset Management LLC | 5,844 | $116K | 0.0% | -59.8% | 0.130% | |
5/11/2024 | Beaumont Financial Advisors LLC | 10,806 | $215K | 0.0% | -26.4% | 0.240% | |
5/7/2024 | Guardian Asset Advisors LLC | 11,736 | $233K | 0.2% | -32.9% | 0.261% | |
5/1/2024 | Resonant Capital Advisors LLC | 470,038 | $9.34M | 0.8% | +7.5% | 10.445% | |
5/1/2024 | Northcape Wealth Management LLC | 43,928 | $873K | 0.3% | -4.4% | 0.965% | |
4/25/2024 | Gainplan LLC | 30,722 | $610K | 0.3% | +9.5% | 0.675% | |
4/19/2024 | Lake Street Private Wealth LLC | 172,541 | $3.43M | 0.5% | +31.8% | 3.792% | |
4/10/2024 | Inscription Capital LLC | 97,091 | $2.00M | 0.7% | +1.0% | 1.494% | |
4/1/2024 | Appleton Partners Inc. MA | 158,763 | $3.16M | 0.2% | +8.0% | 2.443% | |
3/1/2024 | Creekmur Asset Management LLC | 14,529 | $282K | 0.1% | N/A | 0.224% | |
2/8/2024 | Gainplan LLC | 28,048 | $545K | 0.3% | -44.8% | 0.432% | |
2/8/2024 | Lee Financial Co | 6,904 | $134K | 0.0% | -21.1% | 0.106% | |
2/8/2024 | Great Lakes Advisors LLC | 140,849 | $2.74M | 0.0% | -24.4% | 2.167% | |
2/8/2024 | Vise Technologies Inc. | 50,724 | $986K | 0.2% | -10.1% | 0.780% | |
2/5/2024 | Northcape Wealth Management LLC | 45,972 | $893K | 0.3% | -8.0% | 0.707% | |
1/31/2024 | Evolution Wealth Advisors LLC | 24,985 | $485K | 0.1% | N/A | 0.384% | |
1/31/2024 | Resonant Capital Advisors LLC | 437,243 | $8.50M | 0.8% | +136.2% | 6.727% | |
1/31/2024 | Beaumont Financial Advisors LLC | 14,691 | $285K | 0.0% | -13.0% | 0.226% | |
1/23/2024 | Upper Left Wealth Management LLC | 43,697 | $849K | 0.8% | N/A | 0.672% | |
1/18/2024 | Inscription Capital LLC | 96,128 | $1.87M | 0.5% | +15.9% | 1.479% | |
1/2/2024 | Appleton Partners Inc. MA | 147,000 | $2.86M | 0.2% | +3.9% | 2.262% | |
11/13/2023 | Kestra Advisory Services LLC | 32,119 | $693K | 0.0% | +5.1% | 0.494% | |
11/7/2023 | Great Lakes Advisors LLC | 186,361 | $4.02M | 0.0% | -87.1% | 2.867% | |
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad) Just in the first week after Trump's win, many stocks jumped by double and even triple digits.
But now he's issuing this NEW warning about Trump's inauguration. Click here now to get the details because you must act before January 20th. |
11/6/2023 | Northcape Wealth Management LLC | 49,952 | $1.08M | 0.4% | +11.9% | 0.768% | |
11/1/2023 | Orion Portfolio Solutions LLC | 15,230 | $329K | 0.0% | -65.2% | 0.234% | |
10/31/2023 | Resonant Capital Advisors LLC | 185,097 | $4.00M | 0.4% | +4.8% | 2.848% | |
10/30/2023 | Congress Wealth Management LLC DE | 30,627 | $661K | 0.0% | -18.1% | 0.471% | |
10/23/2023 | Commonwealth Equity Services LLC | 114,217 | $2.47M | 0.0% | -3.4% | 1.757% | |
10/20/2023 | Lake Street Financial LLC | 195,437 | $4.27M | 0.8% | -23.4% | 3.007% | |
10/17/2023 | Inscription Capital LLC | 82,932 | $1.79M | 0.6% | +20.1% | 1.276% | |
10/16/2023 | Axiom Financial Strategies LLC | 262,267 | $5.66M | 3.8% | -40.2% | 4.035% | |
10/3/2023 | Appleton Partners Inc. MA | 141,511 | $3.06M | 0.3% | -0.6% | 2.177% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 27,657 | $571K | 0.0% | N/A | 0.425% | |
8/11/2023 | Kestra Advisory Services LLC | 30,573 | $631K | 0.0% | -11.3% | 0.470% | |
8/10/2023 | Commonwealth Equity Services LLC | 118,254 | $2.44M | 0.0% | -7.5% | 1.819% | |
8/10/2023 | Great Lakes Advisors LLC | 1,446,530 | $29.87M | 0.3% | +3.1% | 22.254% | |
8/9/2023 | Flow Traders U.S. LLC | 15,011 | $310K | 0.0% | N/A | 0.231% | |
8/8/2023 | Lee Financial Co | 9,040 | $187K | 0.0% | +146.3% | 0.139% | |
8/8/2023 | Vise Technologies Inc. | 67,801 | $1.40M | 0.3% | -6.1% | 1.043% | |
8/8/2023 | Gainplan LLC | 45,313 | $936K | 0.5% | +21.7% | 0.697% | |
8/7/2023 | Northcape Wealth Management LLC | 44,645 | $922K | 0.3% | +24.3% | 0.687% | |
8/2/2023 | Bank of Montreal Can | 52,662 | $1.13M | 0.0% | N/A | 0.731% | |
8/2/2023 | Beaumont Financial Advisors LLC | 17,006 | $351K | 0.0% | +7.9% | 0.236% | |
7/31/2023 | LPL Financial LLC | 20,402 | $421K | 0.0% | -29.5% | 0.283% | |
7/26/2023 | Resonant Capital Advisors LLC | 176,686 | $3.65M | 0.4% | +36.5% | 2.454% | |
7/18/2023 | Lake Street Financial LLC | 255,254 | $5.27M | 0.9% | -11.7% | 3.545% | |
7/14/2023 | Inscription Capital LLC | 69,059 | $1.43M | 0.4% | -58.4% | 0.959% | |
7/13/2023 | Congress Wealth Management LLC DE | 37,398 | $772K | 0.0% | -92.2% | 0.519% | |
7/10/2023 | Appleton Partners Inc. MA | 142,385 | $2.94M | 0.2% | +4.4% | 1.978% | |
5/19/2023 | Trivant Custom Portfolio Group LLC | 6,000 | $128K | 0.1% | N/A | 0.084% | |
5/18/2023 | Axiom Financial Strategies LLC | 396,776 | $8.43M | 4.7% | +33.1% | 5.549% | |
5/12/2023 | AXS Investments LLC | 2,400 | $51K | 0.0% | N/A | 0.034% | |
5/11/2023 | Commonwealth Equity Services LLC | 127,789 | $2.72M | 0.0% | +32.5% | 1.787% | |
5/10/2023 | Vise Technologies Inc. | 72,241 | $1.54M | 0.4% | +78.3% | 1.010% | |
5/10/2023 | Great Lakes Advisors LLC | 1,403,093 | $29.82M | 0.3% | -5.2% | 19.624% | |
5/8/2023 | Beaumont Financial Advisors LLC | 15,767 | $335K | 0.0% | +9.0% | 0.221% | |
5/4/2023 | Barber Financial Group Inc. | 11,765 | $250K | 0.0% | N/A | 0.165% | |
5/2/2023 | Inscription Capital LLC | 166,000 | $3.53M | 0.9% | +139.3% | 2.322% | |
4/24/2023 | Gainplan LLC | 37,223 | $791K | 0.5% | +38.3% | 0.521% | |
4/21/2023 | Resonant Capital Advisors LLC | 129,482 | $2.75M | 0.3% | +1.7% | 1.693% | |
4/18/2023 | Financial Guidance Group Inc. | 17,620 | $374K | 0.3% | -3.8% | 0.230% | |
4/17/2023 | Lake Street Financial LLC | 289,029 | $6.14M | 1.1% | +43.1% | 3.778% | |
4/14/2023 | Congress Wealth Management LLC DE | 482,350 | $10.25M | 0.2% | -54.8% | 6.305% | |
4/10/2023 | Appleton Partners Inc. MA | 136,445 | $2.90M | 0.3% | +3.8% | 1.784% | |
4/7/2023 | Trust Co. of Vermont | 2,050 | $44K | 0.0% | N/A | 0.027% | |
3/6/2023 | OLD Mission Capital LLC | 144,931 | $3.26M | 0.1% | +716.5% | 1.812% | |
2/10/2023 | Adventist Health System Sunbelt Healthcare Corp | 229,500 | $5.16M | 0.3% | +38.8% | 2.869% | |
2/10/2023 | Beacon Harbor Wealth Advisors Inc. | 156,393 | $3.52M | 1.2% | N/A | 1.955% | |
2/10/2023 | Vise Technologies Inc. | 40,508 | $911K | 0.3% | -48.0% | 0.506% | |
2/10/2023 | Gainplan LLC | 26,915 | $605K | 1.4% | +4.3% | 0.336% | |
2/9/2023 | Great Lakes Advisors LLC | 1,480,651 | $4.02M | 0.2% | -0.6% | 18.508% | |
2/9/2023 | Lee Financial Co | 2,035 | $46K | 0.0% | N/A | 0.025% | |
2/8/2023 | Belpointe Asset Management LLC | 1,624 | $37K | 0.0% | N/A | 0.020% | |
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad) Just in the first week after Trump's win, many stocks jumped by double and even triple digits.
But now he's issuing this NEW warning about Trump's inauguration. Click here now to get the details because you must act before January 20th. |
2/8/2023 | Orion Portfolio Solutions LLC | 14,732 | $331K | 0.0% | N/A | 0.184% | |
2/7/2023 | Northcape Wealth Management LLC | 25,474 | $573K | 0.3% | +33.7% | 0.318% | |
2/7/2023 | Commonwealth Equity Services LLC | 96,411 | $2.17M | 0.0% | +100.5% | 1.205% | |
2/7/2023 | LPL Financial LLC | 65,345 | $1.47M | 0.0% | -36.9% | 0.817% | |
2/7/2023 | Envestnet Asset Management Inc. | 16,075 | $362K | 0.0% | -13.4% | 0.201% | |
2/2/2023 | Congress Wealth Management LLC DE | 1,067,915 | $24.02M | 0.6% | -27.8% | 13.349% | |
2/2/2023 | Capital Wealth Management LLC | 90,809 | $2.04M | 1.4% | +59.4% | 1.135% | |
2/1/2023 | Great Valley Advisor Group Inc. | 14,661 | $330K | 0.0% | -90.6% | 0.183% | |
1/31/2023 | Kestra Advisory Services LLC | 31,321 | $704K | 0.0% | +9.6% | 0.392% | |
1/31/2023 | Empirical Asset Management LLC | 20,242 | $455K | 0.5% | +6.4% | 0.253% | |