11/2/2024 | Avid Wealth Partners LLC | 24,889 | $2.64M | 1.9% | -14.2% | 0.057% | |
11/1/2024 | Atria Investments Inc | 40,323 | $4.27M | 0.1% | +18.8% | 0.092% | |
11/1/2024 | Able Wealth Management LLC | 7,586 | $804K | 0.6% | -24.9% | 0.017% | |
11/1/2024 | Leavell Investment Management Inc. | 2,196 | $233K | 0.0% | N/A | 0.005% | |
10/31/2024 | Advisor Resource Council | 6,370 | $675K | 0.3% | N/A | 0.014% | |
10/31/2024 | Concurrent Investment Advisors LLC | 11,236 | $1.19M | 0.0% | +4.5% | 0.026% | |
|
10/29/2024 | Kanawha Capital Management LLC | 5,600 | $594K | 0.0% | +1.8% | 0.013% | |
10/29/2024 | Nvwm LLC | 9,130 | $968K | 0.2% | +2.7% | 0.021% | |
10/29/2024 | GFS Advisors LLC | 7,175 | $761K | 0.2% | -50.0% | 0.016% | |
10/29/2024 | Janney Montgomery Scott LLC | 12,140 | $1.29M | 0.0% | -59.3% | 0.028% | |
10/29/2024 | Greenwich Wealth Management LLC | 5,291 | $561K | 0.0% | -4.9% | 0.012% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 2,439 | $259K | 0.0% | -96.5% | 0.006% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 720 | $76K | 0.0% | +1,957.1% | 0.002% | |
10/28/2024 | Ayalon Insurance Comp Ltd. | 81,107 | $8.60M | 2.7% | -25.7% | 0.184% | |
10/25/2024 | GSB Wealth Management LLC | 2,885 | $306K | 0.1% | N/A | 0.007% | |
10/25/2024 | Integrated Advisors Network LLC | 7,901 | $838K | 0.0% | -9.8% | 0.018% | |
10/24/2024 | Concord Wealth Partners | 613 | $65K | 0.0% | -94.9% | 0.001% | |
10/24/2024 | FSA Advisors Inc. | 1,796 | $203K | 0.2% | N/A | 0.004% | |
10/24/2024 | Fischer Investment Strategies LLC | 3,480 | $369K | 0.3% | -88.8% | 0.008% | |
10/24/2024 | Modera Wealth Management LLC | 4,507 | $478K | 0.0% | +71.5% | 0.010% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 42,343 | $4.49M | 0.0% | -4.9% | 0.096% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 8,018 | $850K | 0.0% | +127.5% | 0.018% | |
10/23/2024 | Allworth Financial LP | 481 | $51K | 0.0% | +26.6% | 0.001% | |
10/23/2024 | Mainstay Capital Management LLC ADV | 299,087 | $31.70M | 5.3% | -4.1% | 0.680% | |
10/23/2024 | FFG Retirement Advisors LLC | 11,428 | $1.21M | 0.8% | N/A | 0.026% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 5,510 | $584K | 0.4% | N/A | 0.013% | |
10/22/2024 | International Assets Investment Management LLC | 117,360 | $12.44M | 0.0% | +9,982.5% | 0.267% | |
10/22/2024 | Private Advisor Group LLC | 28,661 | $3.04M | 0.0% | +137.5% | 0.065% | |
10/22/2024 | Sequoia Financial Advisors LLC | 34,588 | $3.67M | 0.0% | +3.1% | 0.079% | |
10/21/2024 | Foundations Investment Advisors LLC | 124,891 | $13.24M | 0.3% | -0.5% | 0.284% | |
10/21/2024 | Evernest Financial Advisors LLC | 92,575 | $9.81M | 2.6% | -0.7% | 0.210% | |
10/21/2024 | Whittier Trust Co. | 396 | $42K | 0.0% | +280.8% | 0.001% | |
10/19/2024 | Brown Lisle Cummings Inc. | 4,663 | $494K | 0.2% | -14.8% | 0.011% | |
10/18/2024 | E&G Advisors LP | 10,370 | $1.10M | 0.3% | +9.0% | 0.024% | |
10/18/2024 | Glenorchy Capital Ltd | 41,475 | $4.40M | 1.4% | -25.6% | 0.094% | |
10/18/2024 | Raymond James & Associates | 99,670 | $10.57M | 0.0% | -0.3% | 0.227% | |
10/18/2024 | Capital Investment Advisors LLC | 1,939 | $206K | 0.0% | -4.6% | 0.004% | |
10/16/2024 | Bleakley Financial Group LLC | 16,444 | $1.74M | 0.1% | -75.5% | 0.037% | |
10/16/2024 | Vontobel Holding Ltd. | 2,000 | $212K | 0.0% | N/A | 0.005% | |
10/16/2024 | SeaCrest Wealth Management LLC | 6,639 | $704K | 0.1% | -19.1% | 0.015% | |
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10/15/2024 | Prospect Financial Services LLC | 3,934 | $417K | 0.3% | N/A | 0.009% | |
10/15/2024 | Oxinas Partners Wealth Management LLC | 7,278 | $771K | 0.5% | N/A | 0.017% | |
10/15/2024 | NBC Securities Inc. | 5,857 | $620K | 0.1% | +7,221.3% | 0.013% | |
10/11/2024 | Creative Planning | 8,480 | $899K | 0.0% | -38.6% | 0.019% | |
10/10/2024 | Ritholtz Wealth Management | 19,661 | $2.08M | 0.1% | -2.1% | 0.045% | |
10/10/2024 | RFG Holdings Inc. | 12,493 | $1.32M | 0.5% | +5.2% | 0.028% | |
10/9/2024 | Wedmont Private Capital | 3,406 | $371K | 0.0% | -21.0% | 0.008% | |
10/8/2024 | CWM LLC | 76,086 | $8.07M | 0.0% | +315.8% | 0.173% | |
10/8/2024 | Brookstone Capital Management | 4,405 | $467K | 0.0% | +10.4% | 0.010% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 2,593 | $275K | 0.0% | +42.2% | 0.006% | |
10/7/2024 | KWB Wealth | 4,098 | $462K | 0.1% | +4.2% | 0.009% | |
10/5/2024 | First International Bank & Trust | 156,247 | $16.56M | 5.3% | -2.6% | 0.355% | |
10/3/2024 | Park Avenue Securities LLC | 3,587 | $380K | 0.0% | +7.5% | 0.008% | |
9/23/2024 | Centaurus Financial Inc. | 970 | $109K | 0.0% | -95.9% | 0.002% | |
9/5/2024 | Sanctuary Advisors LLC | 13,853 | $1.50M | 0.0% | N/A | 0.031% | |
8/30/2024 | Gordian Capital Singapore Pte Ltd | 2,170 | $245K | 0.1% | N/A | 0.005% | |
8/22/2024 | Cetera Investment Advisers | 209,876 | $23.68M | 0.1% | +3.9% | 0.477% | |
8/21/2024 | Truist Financial Corp | 23,641 | $2.67M | 0.0% | +328.5% | 0.054% | |
8/16/2024 | Sunbelt Securities Inc. | 2,180 | $246K | 0.0% | +32.4% | 0.005% | |
8/16/2024 | NewEdge Advisors LLC | 42,110 | $4.75M | 0.0% | +3,197.6% | 0.096% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 238,651 | $26.93M | 0.0% | +26.3% | 0.542% | |
8/16/2024 | Creative Planning | 13,818 | $1.56M | 0.0% | -4.4% | 0.031% | |
8/15/2024 | Millennium Management LLC | 25,214 | $2.85M | 0.0% | +174.3% | 0.057% | |
8/14/2024 | Squarepoint Ops LLC | 8,069 | $910K | 0.0% | -41.2% | 0.018% | |
8/14/2024 | Bank of Montreal Can | 1,264,477 | $142.90M | 0.1% | -33.4% | 2.874% | |
8/14/2024 | Edge Capital Group LLC | 16,252 | $1.83M | 0.1% | -7.6% | 0.037% | |
8/14/2024 | Fischer Investment Strategies LLC | 31,053 | $3.50M | 3.4% | N/A | 0.071% | |
8/14/2024 | Fidelis Capital Partners LLC | 6,977 | $787K | 0.1% | +3.3% | 0.016% | |
8/13/2024 | Thrivent Financial for Lutherans | 10,855 | $1.22M | 0.0% | +2.9% | 0.025% | |
8/12/2024 | Hsbc Holdings PLC | 16,532 | $1.86M | 0.0% | +71.9% | 0.038% | |
8/12/2024 | Blair William & Co. IL | 29,705 | $3.35M | 0.0% | +5.4% | 0.068% | |
8/12/2024 | Waterloo Capital L.P. | 90,338 | $10.19M | 1.2% | +12.3% | 0.205% | |
8/9/2024 | Moors & Cabot Inc. | 8,914 | $1.01M | 0.1% | +13.2% | 0.020% | |
8/9/2024 | Renaissance Technologies LLC | 7,200 | $812K | 0.0% | -84.2% | 0.016% | |
8/9/2024 | Total Clarity Wealth Management Inc. | 11,355 | $1.28M | 0.4% | -5.8% | 0.026% | |
8/9/2024 | One Capital Management LLC | 42,210 | $4.76M | 0.2% | +1.4% | 0.096% | |
8/9/2024 | Greenwich Wealth Management LLC | 5,561 | $627K | 0.0% | +10.1% | 0.013% | |
8/9/2024 | Stevard LLC | 5,171 | $583K | 0.5% | +60.4% | 0.012% | |
8/8/2024 | Envestnet Asset Management Inc. | 59,996 | $6.77M | 0.0% | +46.9% | 0.136% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 68,385 | $7.72M | 0.1% | N/A | 0.155% | |
8/8/2024 | WESCAP Management Group Inc. | 27,259 | $3.08M | 0.9% | +1.9% | 0.062% | |
8/8/2024 | Condor Capital Management | 67,992 | $7.67M | 0.7% | +0.5% | 0.155% | |
8/8/2024 | CoreCap Advisors LLC | 17,589 | $1.98M | 0.2% | N/A | 0.040% | |
8/8/2024 | Stonebridge Financial Planning Group LLC | 5,234 | $591K | 0.3% | N/A | 0.012% | |
8/8/2024 | LPL Financial LLC | 917,779 | $103.54M | 0.1% | +14.2% | 2.086% | |
8/8/2024 | Evernest Financial Advisors LLC | 93,274 | $10.52M | 4.7% | +5.6% | 0.212% | |
8/7/2024 | MGO One Seven LLC | 9,352 | $1.06M | 0.1% | +28.5% | 0.021% | |
8/7/2024 | Headlands Technologies LLC | 1,300 | $147K | 0.0% | N/A | 0.003% | |
8/7/2024 | Wedbush Securities Inc. | 3,951 | $446K | 0.0% | -11.6% | 0.009% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,328 | $150K | 0.0% | N/A | 0.003% | |
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 |
8/6/2024 | Lake Street Advisors Group LLC | 18,712 | $2.11M | 0.1% | -68.5% | 0.043% | |
8/5/2024 | Private Advisor Group LLC | 12,067 | $1.36M | 0.0% | +193.8% | 0.027% | |
8/5/2024 | Waverton Investment Management Ltd | 6,568 | $741K | 0.0% | +14.1% | 0.015% | |
8/3/2024 | National Bank of Canada FI | 8,546 | $961K | 0.0% | +4.9% | 0.019% | |
8/2/2024 | Belpointe Asset Management LLC | 9,578 | $1.08M | 0.1% | -15.3% | 0.022% | |
8/2/2024 | Foundations Investment Advisors LLC | 125,517 | $14.16M | 0.3% | +7.5% | 0.285% | |
8/2/2024 | First National Trust Co | 3,527 | $398K | 0.0% | +20.5% | 0.008% | |
8/2/2024 | Next Level Private LLC | 14,486 | $1.63M | 0.7% | -1.4% | 0.033% | |
8/1/2024 | AAF Wealth Management LLC | 55,559 | $6.27M | 3.3% | +6.2% | 0.126% | |
8/1/2024 | Ritholtz Wealth Management | 20,080 | $2.27M | 0.1% | -2.6% | 0.046% | |