2/22/2025 | American Trust | 3,854 | $234K | 0.0% | N/A | 0.151% | |
2/17/2025 | Cetera Investment Advisers | 4,831 | $293K | 0.0% | -40.1% | 0.189% | |
2/17/2025 | Ameriprise Financial Inc. | 5,370 | $326K | 0.0% | -28.2% | 0.211% | |
2/14/2025 | Jane Street Group LLC | 36,996 | $2.25M | 0.0% | +68.8% | 1.451% | |
2/14/2025 | The Manufacturers Life Insurance Company | 167,472 | $10.17M | 0.0% | -23.6% | 6.568% | |
2/14/2025 | Pinebridge Investments L.P. | 47,486 | $2.88M | 0.0% | -10.0% | 1.862% | |
2/14/2025 | Susquehanna International Group LLP | 34,320 | $2.08M | 0.0% | +93.2% | 1.346% | |
2/13/2025 | Advisory Services Network LLC | 50,919 | $3.09M | 0.1% | -6.2% | 1.997% | |
2/13/2025 | Envestnet Asset Management Inc. | 30,829 | $1.87M | 0.0% | -4.6% | 1.209% | |
2/13/2025 | Wells Fargo & Company MN | 32,369 | $1.97M | 0.0% | -16.8% | 1.269% | |
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2/11/2025 | LPL Financial LLC | 32,251 | $1.96M | 0.0% | -5.6% | 1.265% | |
2/10/2025 | Midwest Professional Planners LTD. | 18,321 | $1.11M | 0.3% | N/A | 0.718% | |
1/29/2025 | Focus Financial Network Inc. | 13,423 | $815K | 0.0% | +72.5% | 0.526% | |
1/27/2025 | Stratos Wealth Partners LTD. | 103,491 | $6.29M | 0.1% | N/A | 4.058% | |
11/15/2024 | Jane Street Group LLC | 21,918 | $1.40M | 0.0% | -60.7% | 0.860% | |
11/14/2024 | Flow Traders U.S. LLC | 7,757 | $495K | 0.0% | -79.3% | 0.304% | |
11/13/2024 | The Manufacturers Life Insurance Company | 219,092 | $13.98M | 0.0% | -29.1% | 8.592% | |
11/12/2024 | Kingsview Wealth Management LLC | 5,312 | $339K | 0.0% | N/A | 0.208% | |
11/12/2024 | Great Valley Advisor Group Inc. | 261,251 | $16.66M | 0.4% | +0.2% | 10.245% | |
11/8/2024 | Prospera Financial Services Inc | 5,979 | $381K | 0.0% | +13.6% | 0.234% | |
10/28/2024 | Focus Financial Network Inc. | 7,780 | $496K | 0.0% | N/A | 0.305% | |
10/21/2024 | Foundations Investment Advisors LLC | 5,321 | $339K | 0.0% | -9.3% | 0.209% | |
8/15/2024 | The Manufacturers Life Insurance Company | 309,041 | $17.71M | 0.0% | -32.6% | 12.119% | |
8/14/2024 | Bank of Montreal Can | 19,046 | $1.10M | 0.0% | -43.3% | 0.747% | |
8/8/2024 | Envestnet Asset Management Inc. | 34,836 | $2.00M | 0.0% | -5.9% | 1.366% | |
8/2/2024 | Foundations Investment Advisors LLC | 5,866 | $336K | 0.0% | N/A | 0.230% | |
7/16/2024 | Great Valley Advisor Group Inc. | 260,694 | $14.94M | 0.4% | +18.3% | 10.223% | |
5/17/2024 | Comerica Bank | 25,187 | $1.35M | 0.0% | +6.0% | 0.988% | |
5/16/2024 | Jane Street Group LLC | 104,917 | $5.62M | 0.0% | +1,880.3% | 4.114% | |
5/4/2024 | Geneos Wealth Management Inc. | 635 | $34K | 0.0% | -75.9% | 0.024% | |
2/13/2024 | Pinebridge Investments L.P. | 54,529 | $2.72M | 0.0% | N/A | 1.731% | |
2/13/2024 | The Manufacturers Life Insurance Company | 443,512 | $22.15M | 0.0% | -5.2% | 14.080% | |
2/6/2024 | Great Valley Advisor Group Inc. | 214,756 | $10.73M | 0.4% | -0.8% | 6.818% | |
1/31/2024 | Cutler Investment Counsel LLC | 4,955 | $248K | 0.0% | N/A | 0.157% | |
1/26/2024 | Lester Murray Antman dba SimplyRich | 5,000 | $250K | 0.1% | N/A | 0.159% | |
1/23/2024 | WealthShield Partners LLC | 9,288 | $464K | 0.1% | -53.0% | 0.295% | |
1/11/2024 | BKM Wealth Management LLC | 613 | $31K | 0.0% | N/A | 0.019% | |
1/11/2024 | BKM Wealth Management LLC | 613 | $31K | 0.0% | N/A | 0.019% | |
11/15/2023 | The Manufacturers Life Insurance Company | 468,021 | $22.22M | 0.0% | -0.9% | 14.858% | |
11/13/2023 | Invesco Ltd. | 173,300 | $8.23M | 0.0% | +6.3% | 5.502% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
11/7/2023 | Great Valley Advisor Group Inc. | 216,579 | $10.28M | 0.4% | +14.0% | 6.876% | |
11/6/2023 | Sigma Planning Corp | 19,231 | $913K | 0.0% | +2.0% | 0.611% | |
10/30/2023 | Ergawealth Advisors Inc. | 7,783 | $370K | 0.3% | -9.7% | 0.247% | |
10/25/2023 | WealthShield Partners LLC | 19,781 | $939K | 0.1% | -6.0% | 0.628% | |
10/25/2023 | Genesee Capital Advisors LLC | 56,735 | $2.69M | 1.9% | -6.4% | 1.801% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,312 | $205K | 0.0% | -9.9% | 0.137% | |
10/19/2023 | WestEnd Advisors LLC | 563 | $27K | 0.0% | N/A | 0.018% | |
10/11/2023 | Geneos Wealth Management Inc. | 2,631 | $125K | 0.0% | +18.2% | 0.084% | |
8/17/2023 | Coppell Advisory Solutions LLC | 6,339 | $311K | 0.1% | -89.8% | 0.201% | |
8/11/2023 | The Manufacturers Life Insurance Company | 472,080 | $23.30M | 0.0% | +9.3% | 14.987% | |
8/10/2023 | US Bancorp DE | 3,887 | $192K | 0.0% | -16.6% | 0.123% | |
8/10/2023 | Cetera Advisor Networks LLC | 8,175 | $403K | 0.0% | -3.4% | 0.260% | |
8/10/2023 | Cambria Investment Management L.P. | 274,007 | $13.52M | 1.1% | -2.8% | 8.699% | |
8/9/2023 | Flow Traders U.S. LLC | 22,477 | $1.11M | 0.0% | +16.8% | 0.714% | |
8/4/2023 | Envestnet Asset Management Inc. | 39,278 | $1.94M | 0.0% | -1.3% | 1.172% | |
8/3/2023 | WealthShield Partners LLC | 21,045 | $1.04M | 0.2% | +103.5% | 0.628% | |
8/2/2023 | Bank of Montreal Can | 6,450 | $330K | 0.0% | N/A | 0.193% | |
8/2/2023 | Sigma Planning Corp | 18,856 | $931K | 0.0% | +2.3% | 0.563% | |
8/1/2023 | Knights of Columbus Asset Advisors LLC | 2,185 | $108K | 0.0% | +10.0% | 0.065% | |
7/31/2023 | LPL Financial LLC | 43,848 | $2.16M | 0.0% | +206.0% | 1.309% | |
7/28/2023 | Private Trust Co. NA | 2,931 | $145K | 0.0% | N/A | 0.087% | |
7/21/2023 | Nilsine Partners LLC | 183,617 | $9.06M | 1.3% | -0.7% | 5.481% | |
7/17/2023 | Genesee Capital Advisors LLC | 60,634 | $2.99M | 2.0% | -1.9% | 1.810% | |
7/17/2023 | Ergawealth Advisors Inc. | 8,621 | $425K | 0.3% | N/A | 0.257% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 4,786 | $236K | 0.0% | +15.7% | 0.143% | |
5/15/2023 | Equitable Holdings Inc. | 393,510 | $20.09M | 0.3% | +111.3% | 13.569% | |
5/12/2023 | NewEdge Advisors LLC | 25,320 | $1.29M | 0.0% | +31.3% | 0.873% | |
5/11/2023 | Cambria Investment Management L.P. | 281,774 | $14.38M | 1.2% | N/A | 9.716% | |
5/9/2023 | US Bancorp DE | 4,662 | $238K | 0.0% | -7.7% | 0.161% | |
5/8/2023 | WealthShield Partners LLC | 10,339 | $528K | 0.1% | N/A | 0.357% | |
5/8/2023 | Sigma Planning Corp | 18,440 | $941K | 0.0% | N/A | 0.636% | |
5/3/2023 | Great Valley Advisor Group Inc. | 8,000 | $408K | 0.0% | N/A | 0.276% | |
5/1/2023 | NewSquare Capital LLC | 785 | $40K | 0.0% | -93.2% | 0.027% | |
5/1/2023 | Knights of Columbus Asset Advisors LLC | 1,987 | $101K | 0.0% | -10.3% | 0.069% | |
4/28/2023 | WestEnd Advisors LLC | 536 | $27K | 0.0% | N/A | 0.018% | |
4/25/2023 | Geneos Wealth Management Inc. | 2,225 | $114K | 0.0% | N/A | 0.077% | |
4/21/2023 | PFG Advisors | 4,078 | $208K | 0.0% | N/A | 0.141% | |
4/18/2023 | Genesee Capital Advisors LLC | 61,818 | $3.16M | 2.2% | -1.9% | 2.132% | |
4/14/2023 | Trust Co. of Oklahoma | 12,589 | $643K | 0.3% | N/A | 0.434% | |
2/17/2023 | Coppell Advisory Solutions Corp. | 60,611 | $2.91M | 1.0% | N/A | 2.331% | |
2/10/2023 | Summit Wealth & Retirement Planning Inc. | 34,413 | $1.65M | 0.7% | N/A | 1.324% | |
2/8/2023 | Riverpoint Wealth Management Holdings LLC | 626 | $30K | 0.0% | N/A | 0.024% | |
2/7/2023 | Commonwealth Equity Services LLC | 6,490 | $311K | 0.0% | +37.1% | 0.250% | |
2/7/2023 | LPL Financial LLC | 14,760 | $709K | 0.0% | +23.4% | 0.568% | |
2/7/2023 | Envestnet Asset Management Inc. | 56,612 | $2.72M | 0.0% | +26.8% | 2.177% | |
2/7/2023 | NewSquare Capital LLC | 11,590 | $557K | 0.1% | N/A | 0.446% | |
2/6/2023 | Concentrum Wealth Management | 38,445 | $1.85M | 1.7% | N/A | 1.479% | |
1/31/2023 | Knights of Columbus Asset Advisors LLC | 2,216 | $106K | 0.0% | N/A | 0.085% | |
1/26/2023 | Comerica Bank | 6,606 | $329K | 0.0% | -31.6% | 0.254% | |
1/20/2023 | Genesee Capital Advisors LLC | 63,044 | $3.03M | 2.3% | N/A | 2.425% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
1/11/2023 | Foundations Investment Advisors LLC | 10,772 | $518K | 0.0% | -67.4% | 0.468% | |
11/15/2022 | Flow Traders U.S. LLC | 13,612 | $584K | 0.0% | -24.6% | 0.756% | |
11/14/2022 | Equitable Holdings Inc. | 166,340 | $7.14M | 0.1% | +0.3% | 9.241% | |
11/14/2022 | Prudential PLC | 22,930 | $984K | 0.0% | +27.7% | 1.274% | |
11/1/2022 | Assetmark Inc. | 1,174 | $50K | 0.0% | N/A | 0.065% | |
10/28/2022 | Comerica Bank | 9,662 | $413K | 0.0% | N/A | 0.537% | |
10/19/2022 | Foundations Investment Advisors LLC | 33,083 | $1.42M | 0.1% | -3.5% | 1.838% | |
8/13/2022 | Flow Traders U.S. LLC | 18,051 | $844K | 0.0% | -35.2% | 0.860% | |
8/12/2022 | Prudential PLC | 17,950 | $839K | 0.0% | +36.8% | 0.855% | |
8/3/2022 | Envestnet Asset Management Inc. | 34,473 | $1.61M | 0.0% | -3.6% | 1.642% | |