1/17/2025 | Janney Montgomery Scott LLC | 30,917 | $992K | 0.0% | +2.8% | 0.133% | |
1/10/2025 | Bruce G. Allen Investments LLC | 102,218 | $3.28M | 2.7% | +1.7% | 0.440% | |
12/26/2024 | JPMorgan Chase & Co. | 46,990 | $1.52M | 0.0% | -17.0% | 0.202% | |
11/14/2024 | Captrust Financial Advisors | 28,800 | $929K | 0.0% | -64.4% | 0.124% | |
11/8/2024 | First Horizon Advisors Inc. | 12,363 | $399K | 0.0% | +11.8% | 0.053% | |
10/29/2024 | Nvwm LLC | 53,500 | $1.73M | 0.4% | -46.5% | 0.230% | |
10/29/2024 | Janney Montgomery Scott LLC | 30,076 | $970K | 0.0% | -1.1% | 0.129% | |
10/22/2024 | Heartland Bank & Trust Co | 425,152 | $13.71M | 7.4% | -0.9% | 1.829% | |
10/9/2024 | Bruce G. Allen Investments LLC | 100,558 | $3.24M | 2.5% | +25.6% | 0.433% | |
8/21/2024 | Heartland Bank & Trust Co | 428,973 | $13.75M | 7.8% | -1.9% | 1.846% | |
|
7/31/2024 | Acima Private Wealth LLC | 192,907 | $6.19M | 2.3% | +0.6% | 0.830% | |
7/20/2024 | First Horizon Advisors Inc. | 11,062 | $355K | 0.0% | -3.1% | 0.048% | |
7/12/2024 | Bruce G. Allen Investments LLC | 80,092 | $2.57M | 2.2% | +2.2% | 0.345% | |
5/17/2024 | Heartland Bank & Trust Co | 437,379 | $13.60M | 7.9% | +7.2% | 1.882% | |
5/7/2024 | Nvwm LLC | 100,525 | $3.13M | 0.9% | +38.1% | 0.433% | |
5/1/2024 | Janney Montgomery Scott LLC | 30,574 | $951K | 0.0% | -6.2% | 0.132% | |
4/10/2024 | Bank of New Hampshire | 2,900 | $90K | 0.0% | -38.3% | 0.012% | |
4/10/2024 | Bruce G. Allen Investments LLC | 78,390 | $2.44M | 2.0% | +5.4% | 0.337% | |
2/29/2024 | Acima Private Wealth LLC | 183,232 | $5.57M | 2.2% | +1.7% | 0.788% | |
2/12/2024 | Parallel Advisors LLC | 3,202 | $97K | 0.0% | -29.6% | 0.014% | |
2/8/2024 | Nvwm LLC | 72,779 | $2.21M | 0.7% | -15.0% | 0.313% | |
2/2/2024 | Bank of New Hampshire | 4,700 | $143K | 0.0% | -25.6% | 0.020% | |
1/23/2024 | Heartland Bank & Trust Co | 408,080 | $12.40M | 8.5% | +141.5% | 1.756% | |
1/11/2024 | Bruce G. Allen Investments LLC | 74,392 | $2.26M | 2.1% | N/A | 0.320% | |
11/8/2023 | Janney Montgomery Scott LLC | 32,562 | $1.05M | 0.0% | -5.6% | 0.140% | |
10/30/2023 | Nvwm LLC | 85,601 | $2.75M | 0.9% | +175.3% | 0.368% | |
10/12/2023 | Heartland Bank & Trust Co | 169,010 | $5.43M | 4.3% | +8.9% | 0.727% | |
8/9/2023 | Flow Traders U.S. LLC | 29,613 | $905K | 0.0% | -24.9% | 0.127% | |
8/8/2023 | Nvwm LLC | 31,089 | $950K | 0.3% | -45.0% | 0.134% | |
8/4/2023 | Parallel Advisors LLC | 4,147 | $127K | 0.0% | -9.0% | 0.018% | |
8/3/2023 | Bank of New York Mellon Corp | 395,903 | $12.10M | 0.0% | -2.5% | 1.704% | |
7/26/2023 | Janney Montgomery Scott LLC | 34,502 | $1.06M | 0.0% | -6.0% | 0.148% | |
7/19/2023 | Heartland Bank & Trust Co | 155,176 | $4.74M | 3.7% | -21.5% | 0.668% | |
5/19/2023 | Trivant Custom Portfolio Group LLC | 7,000 | $221K | 0.2% | N/A | 0.030% | |
5/11/2023 | Nvwm LLC | 56,507 | $1.79M | 0.6% | -43.1% | 0.243% | |
5/9/2023 | Bank of New York Mellon Corp | 406,022 | $12.83M | 0.0% | +3.6% | 1.747% | |
5/9/2023 | US Bancorp DE | 17,212 | $544K | 0.0% | -14.2% | 0.074% | |
5/2/2023 | AllSquare Wealth Management LLC | 39,825 | $1.26M | 0.8% | +4.9% | 0.171% | |
4/28/2023 | Janney Capital Management LLC | 10,895 | $344K | 0.0% | -10.2% | 0.047% | |
4/28/2023 | Janney Montgomery Scott LLC | 36,690 | $1.16M | 0.0% | +10.1% | 0.158% | |
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4/26/2023 | Legend Financial Advisors Inc. | 146,969 | $4.64M | 3.9% | +5.1% | 0.632% | |
4/25/2023 | Parallel Advisors LLC | 4,559 | $144K | 0.0% | -41.5% | 0.020% | |
4/17/2023 | Heartland Bank & Trust Co | 197,772 | $6.25M | 4.7% | +8.7% | 0.851% | |
3/6/2023 | OLD Mission Capital LLC | 1,819 | $61K | 0.0% | -97.5% | 0.008% | |
2/10/2023 | CoreCap Advisors LLC | 107,322 | $3.62M | 0.3% | +5.2% | 0.462% | |
2/9/2023 | Heartland Bank & Trust Co | 181,973 | $6.13M | 4.5% | N/A | 0.783% | |
2/8/2023 | InterOcean Capital Group LLC | 81,297 | $2.74M | 0.1% | N/A | 0.350% | |
2/6/2023 | Parallel Advisors LLC | 7,791 | $263K | 0.0% | -25.9% | 0.034% | |
2/2/2023 | Congress Wealth Management LLC DE | 677,847 | $22.85M | 0.6% | +105.7% | 2.917% | |
2/1/2023 | Janney Capital Management LLC | 12,136 | $409K | 0.0% | -4.8% | 0.052% | |
2/1/2023 | Janney Montgomery Scott LLC | 33,325 | $1.12M | 0.0% | -12.7% | 0.143% | |
1/17/2023 | FSC Wealth Advisors LLC | 6,037 | $204K | 0.3% | N/A | 0.026% | |
12/8/2022 | Bank of New York Mellon Corp | 371,653 | $12.23M | 0.0% | +8.8% | 1.599% | |
11/18/2022 | Legend Financial Advisors Inc. | 140,100 | $4.61M | 4.3% | -0.6% | 0.603% | |
11/15/2022 | Nvwm LLC | 96,988 | $3.19M | 1.3% | +2.7% | 0.445% | |
11/15/2022 | Flow Traders U.S. LLC | 69,461 | $2.29M | 0.1% | +31.9% | 0.299% | |
11/14/2022 | OLD Mission Capital LLC | 73,109 | $2.41M | 0.1% | -62.7% | 0.315% | |
11/9/2022 | SVB Wealth LLC | 6,687 | $220K | 0.0% | -24.1% | 0.029% | |
11/9/2022 | Congress Wealth Management LLC DE | 329,489 | $10.84M | 0.3% | -10.2% | 1.418% | |
11/1/2022 | AllSquare Wealth Management LLC | 38,157 | $1.26M | 0.9% | +30.2% | 0.164% | |
10/27/2022 | US Bancorp DE | 22,058 | $726K | 0.0% | -83.4% | 0.095% | |
10/25/2022 | Janney Capital Management LLC | 12,752 | $420K | 0.0% | -98.0% | 0.055% | |
10/25/2022 | Janney Montgomery Scott LLC | 38,166 | $1.26M | 0.0% | -11.3% | 0.164% | |
8/16/2022 | AllSquare Wealth Management LLC | 29,305 | $1.02M | 0.7% | -2.4% | 0.126% | |
8/13/2022 | Flow Traders U.S. LLC | 52,674 | $1.83M | 0.1% | +46.4% | 0.227% | |
8/12/2022 | Congress Wealth Management LLC DE | 366,719 | $12.76M | 0.3% | +13.1% | 1.578% | |
8/11/2022 | CoreCap Advisors LLC | 97,605 | $3.40M | 0.3% | +41.6% | 0.420% | |
8/5/2022 | Fieldpoint Private Securities LLC | 15,410 | $536K | 0.2% | -3.7% | 0.066% | |
8/5/2022 | OLD Mission Capital LLC | 195,798 | $6.81M | 0.2% | +3.6% | 0.843% | |
8/4/2022 | Nvwm LLC | 94,406 | $3.29M | 1.3% | +1.1% | 0.406% | |
8/3/2022 | Baker Avenue Asset Management LP | 23,628 | $822K | 0.1% | -10.2% | 0.102% | |
8/3/2022 | Janney Capital Management LLC | 632,234 | $22.00M | 1.8% | -1.3% | 2.720% | |
8/3/2022 | Janney Montgomery Scott LLC | 43,050 | $1.53M | 0.0% | -18.3% | 0.185% | |
8/1/2022 | Parallel Advisors LLC | 12,246 | $426K | 0.0% | N/A | 0.053% | |
8/1/2022 | US Bancorp DE | 133,164 | $4.63M | 0.0% | -8.0% | 0.573% | |
7/13/2022 | ACG Wealth | 31,355 | $1.09M | 0.2% | +6.3% | 0.135% | |
7/8/2022 | Bank of New Hampshire | 6,520 | $227K | 0.1% | +17.5% | 0.028% | |
5/11/2022 | US Bancorp DE | 144,677 | $5.34M | 0.0% | -1.0% | 0.481% | |
5/11/2022 | Nvwm LLC | 93,421 | $3.45M | 1.1% | -5.3% | 0.311% | |
5/11/2022 | Heritage Wealth Advisors | 1,528 | $56K | 0.0% | N/A | 0.005% | |
5/10/2022 | First Horizon Advisors Inc. | 1,720 | $63K | 0.0% | -87.5% | 0.006% | |
5/4/2022 | Janney Capital Management LLC | 640,673 | $23.65M | 1.7% | -3.3% | 2.065% | |
5/4/2022 | AllSquare Wealth Management LLC | 30,015 | $1.11M | 0.7% | +5.0% | 0.097% | |
5/2/2022 | Acima Private Wealth LLC | 145,494 | $5.37M | 2.5% | +1.4% | 0.469% | |
4/29/2022 | CoreCap Advisors LLC | 68,919 | $2.54M | 0.2% | +1,392.7% | 0.221% | |
4/21/2022 | First Quadrant LLC CA | 34,795 | $1.28M | 7.1% | -22.6% | 0.112% | |
4/20/2022 | Bank of New Hampshire | 5,550 | $205K | 0.0% | N/A | 0.018% | |
4/14/2022 | Bangor Savings Bank | 8,181 | $302K | 0.0% | -20.8% | 0.026% | |
4/7/2022 | Fieldpoint Private Securities LLC | 16,001 | $591K | 0.1% | +6.6% | 0.051% | |
3/10/2022 | Acima Private Wealth LLC | 143,415 | $4.12M | 1.8% | +4.9% | 0.428% | |
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad) $2 trillion has disappeared from the US government's books.
The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth. Click here to see his new research now. |
2/14/2022 | Altavista Wealth Management Inc. | 52,657 | $1.51M | 0.3% | -4.1% | 0.146% | |
2/10/2022 | OLD Mission Capital LLC | 83,808 | $2.41M | 0.1% | +90.5% | 0.234% | |
2/9/2022 | Curi Wealth Management LLC | 3,274 | $93K | 0.0% | N/A | 0.008% | |
2/8/2022 | Slow Capital Inc. | 32,947 | $946K | 0.2% | +7.0% | 0.085% | |
2/8/2022 | Nvwm LLC | 98,621 | $2.83M | 0.9% | +30.8% | 0.255% | |
2/8/2022 | AllSquare Wealth Management LLC | 28,575 | $820K | 0.5% | -4.0% | 0.074% | |
1/27/2022 | Janney Capital Management LLC | 662,720 | $19.02M | 1.2% | -2.7% | 2.019% | |
1/27/2022 | Janney Montgomery Scott LLC | 47,543 | $1.36M | 0.0% | +3.2% | 0.145% | |
1/27/2022 | First Quadrant L P CA | 44,966 | $1.29M | 0.1% | -9.7% | 0.137% | |
1/20/2022 | Bangor Savings Bank | 10,336 | $297K | 0.0% | +8.4% | 0.032% | |