4/22/2025 | Brueske Advisory Services LLC | 17,309 | $644K | 0.6% | -3.4% | 0.161% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,086 | $561K | 0.0% | N/A | 0.140% | |
4/21/2025 | Community Bank N.A. | 94,808 | $3.53M | 0.5% | +23.1% | 0.882% | |
4/21/2025 | Dunhill Financial LLC | 805 | $30K | 0.0% | N/A | 0.007% | |
4/15/2025 | CX Institutional | 3,896 | $145K | 0.0% | N/A | 0.036% | |
4/14/2025 | Courier Capital LLC | 51,866 | $1.93M | 0.1% | +148.6% | 0.482% | |
2/26/2025 | Yoffe Investment Management LLC | 12,330 | $451K | 0.6% | N/A | 0.104% | |
2/17/2025 | EP Wealth Advisors LLC | 3,057 | $112K | 0.0% | -19.0% | 0.026% | |
2/17/2025 | Cetera Investment Advisers | 23,494 | $860K | 0.0% | -8.5% | 0.199% | |
2/17/2025 | Bank of America Corp DE | 3,635,235 | $133.05M | 0.0% | -7.1% | 30.807% | |
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2/14/2025 | Integrated Wealth Concepts LLC | 37,078 | $1.36M | 0.0% | +1.8% | 0.314% | |
2/14/2025 | Susquehanna International Group LLP | 78,756 | $2.88M | 0.0% | +88.0% | 0.667% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 1,765 | $66K | 0.0% | -15.1% | 0.015% | |
2/13/2025 | Bank of Montreal Can | 48,973 | $1.79M | 0.0% | +35.8% | 0.415% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,843 | $543K | 0.0% | -7.1% | 0.126% | |
2/12/2025 | Yoffe Investment Management LLC | 22,011 | $806K | 0.8% | N/A | 0.187% | |
2/12/2025 | Nottingham Advisors Inc. | 338,039 | $12.37M | 1.6% | -6.6% | 2.865% | |
2/12/2025 | National Bank of Canada FI | 54,640 | $2M | 0.0% | +1,431.0% | 0.463% | |
2/12/2025 | Franklin Resources Inc. | 12,270 | $449K | 0.0% | -9.5% | 0.104% | |
2/12/2025 | JPMorgan Chase & Co. | 2,313,449 | $84.67M | 0.0% | -6.8% | 19.606% | |
2/11/2025 | LPL Financial LLC | 13,913 | $509K | 0.0% | -2.4% | 0.118% | |
2/7/2025 | HighTower Advisors LLC | 5,573 | $204K | 0.0% | N/A | 0.047% | |
2/7/2025 | Wealthfront Advisers LLC | 9,192 | $336K | 0.0% | N/A | 0.078% | |
2/5/2025 | Brueske Advisory Services LLC | 17,918 | $656K | 0.6% | N/A | 0.152% | |
1/30/2025 | Csenge Advisory Group | 20,430 | $748K | 0.0% | N/A | 0.173% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 3,240 | $119K | 0.0% | -8.2% | 0.027% | |
1/17/2025 | Proquility Private Wealth Partners LLC | 109,306 | $4.00M | 1.3% | -0.3% | 0.926% | |
1/13/2025 | Courier Capital LLC | 20,865 | $764K | 0.1% | N/A | 0.177% | |
12/26/2024 | JPMorgan Chase & Co. | 2,483,469 | $93.49M | 0.0% | -8.8% | 21.046% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 3,529 | $133K | 0.0% | N/A | 0.030% | |
11/15/2024 | National Bank of Canada FI | 3,569 | $134K | 0.0% | -93.7% | 0.030% | |
11/15/2024 | EP Wealth Advisors LLC | 3,776 | $142K | 0.0% | N/A | 0.032% | |
11/15/2024 | Jane Street Group LLC | 6,027 | $227K | 0.0% | N/A | 0.051% | |
11/15/2024 | Integrated Wealth Concepts LLC | 36,433 | $1.37M | 0.0% | +43.8% | 0.309% | |
11/15/2024 | Community Bank N.A. | 77,009 | $2.90M | 0.4% | +54.3% | 0.653% | |
11/13/2024 | FMR LLC | 1,363 | $51K | 0.0% | -17.5% | 0.012% | |
11/4/2024 | Venturi Wealth Management LLC | 1,066 | $40K | 0.0% | N/A | 0.009% | |
10/16/2024 | Nottingham Advisors Inc. | 361,772 | $13.62M | 1.5% | +6.2% | 3.066% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 109,646 | $4.13M | 1.3% | +15.9% | 0.929% | |
10/11/2024 | CX Institutional | 6,515 | $245K | 0.0% | -98.6% | 0.055% | |
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8/3/2024 | National Bank of Canada FI | 56,552 | $1.94M | 0.0% | +76.0% | 0.479% | |
8/3/2024 | Nottingham Advisors Inc. | 340,656 | $11.41M | 1.4% | -1.2% | 2.887% | |
7/13/2024 | Retirement Planning Group LLC | 9,554 | $320K | 0.0% | -14.0% | 0.081% | |
7/11/2024 | CX Institutional | 457,555 | $15.32M | 0.7% | -4.5% | 3.878% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,227 | $77K | 0.0% | -53.7% | 0.019% | |
4/23/2024 | Sage Mountain Advisors LLC | 2,735 | $95K | 0.0% | -29.1% | 0.023% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 2,991,017 | $103.76M | 1.3% | +13.8% | 29.181% | |
2/12/2024 | Scotia Capital Inc. | 7,709 | $256K | 0.0% | N/A | 0.075% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 88,938 | $2.96M | 1.1% | N/A | 0.868% | |
2/2/2024 | Community Bank N.A. | 49,980 | $1.66M | 0.2% | +319.5% | 0.488% | |
1/29/2024 | Nottingham Advisors Inc. | 360,594 | $11.99M | 1.5% | -20.4% | 3.518% | |
1/12/2024 | CX Institutional | 420,157 | $13.97M | 0.7% | N/A | 4.099% | |
11/14/2023 | Itau Unibanco Holding S.A. | 103,987 | $3.13M | 0.1% | N/A | 1.015% | |
11/6/2023 | Nottingham Advisors Inc. | 452,826 | $13.64M | 1.9% | -2.6% | 4.418% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 5,104 | $154K | 0.0% | -57.3% | 0.050% | |
10/25/2023 | Sage Mountain Advisors LLC | 3,859 | $116K | 0.0% | N/A | 0.038% | |
10/13/2023 | Global Retirement Partners LLC | 5,059 | $147K | 0.0% | -8.1% | 0.049% | |
10/10/2023 | National Bank of Canada FI | 32,163 | $1.02M | 0.0% | +132.4% | 0.314% | |
8/11/2023 | JPMorgan Chase & Co. | 877,309 | $27.71M | 0.0% | N/A | 8.559% | |
8/10/2023 | Cetera Advisor Networks LLC | 23,720 | $749K | 0.0% | -1.8% | 0.231% | |
8/9/2023 | Flow Traders U.S. LLC | 29,148 | $921K | 0.0% | +37.4% | 0.294% | |
8/8/2023 | Nottingham Advisors Inc. | 464,850 | $14.69M | 1.9% | -2.9% | 4.695% | |
8/1/2023 | Community Bank N.A. | 12,245 | $387K | 0.1% | -5.8% | 0.124% | |
7/31/2023 | LPL Financial LLC | 13,082 | $413K | 0.0% | +5.4% | 0.132% | |
7/26/2023 | National Bank of Canada FI | 13,837 | $439K | 0.0% | +39.4% | 0.140% | |
7/5/2023 | Marotta Asset Management | 7,552 | $239K | 0.1% | N/A | 0.083% | |
5/12/2023 | Main Management ETF Advisors LLC | 136,595 | $4.20M | 0.4% | +49.3% | 1.501% | |
5/4/2023 | Municipal Employees Retirement System of Michigan | 2,627,161 | $80.84M | 1.2% | -11.3% | 28.870% | |
4/27/2023 | Benjamin Edwards Inc. | 2,911 | $90K | 0.0% | N/A | 0.032% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 96,450 | $2.97M | 0.1% | N/A | 1.060% | |
4/25/2023 | Parallel Advisors LLC | 1,044 | $32K | 0.0% | N/A | 0.011% | |
4/12/2023 | National Bank of Canada FI | 9,924 | $309K | 0.0% | N/A | 0.109% | |
4/4/2023 | Confluence Investment Management LLC | 41,109 | $1.27M | 0.0% | N/A | 0.442% | |
2/15/2023 | Main Management ETF Advisors LLC | 91,475 | $2.72M | 0.3% | N/A | 1.122% | |
2/10/2023 | Bank of America Corp DE | 2,991,544 | $88.94M | 0.0% | -2.1% | 36.706% | |
2/10/2023 | Franklin Resources Inc. | 13,589 | $404K | 0.0% | -99.3% | 0.167% | |
2/10/2023 | Municipal Employees Retirement System of Michigan | 2,962,196 | $88.07M | 1.4% | +11.9% | 36.346% | |
2/10/2023 | Nottingham Advisors Inc. | 485,175 | $14.42M | 2.0% | N/A | 5.953% | |
2/7/2023 | Envestnet Asset Management Inc. | 40,706 | $1.21M | 0.0% | +41.7% | 0.499% | |
1/31/2023 | Community Bank N.A. | 13,140 | $391K | 0.1% | N/A | 0.161% | |
1/30/2023 | Concourse Financial Group Securities Inc. | 13,898 | $413K | 0.0% | N/A | 0.171% | |
1/3/2023 | Marotta Asset Management | 174,762 | $5.20M | 1.2% | +0.4% | 2.044% | |
11/14/2022 | Royal Bank of Canada | 236,476 | $6.65M | 0.0% | +16.0% | 2.766% | |
11/14/2022 | OLD Mission Capital LLC | 28,430 | $799K | 0.0% | +178.6% | 0.333% | |
11/9/2022 | Bessemer Group Inc. | 990 | $28K | 0.0% | N/A | 0.012% | |
11/8/2022 | Signaturefd LLC | 7,382 | $207K | 0.0% | N/A | 0.086% | |
11/3/2022 | Global Retirement Partners LLC | 6,426 | $194K | 0.0% | -13.2% | 0.075% | |
10/14/2022 | Retirement Planning Group | 11,345 | $319K | 0.0% | N/A | 0.120% | |
10/11/2022 | Marotta Asset Management | 174,096 | $4.89M | 1.3% | +12.7% | 1.892% | |
8/12/2022 | Franklin Resources Inc. | 2,912,791 | $88.99M | 0.0% | +6,403.1% | 28.840% | |
Trump’s Secret Social Security Plan? (Ad) In less than a decade, Social Security could be out of money. But a surprising plan from Trump’s inner circle may not just save the system — it could unlock a major opportunity for savvy investors.
Financial insider Jim Rickards calls it “Social Prosperity,” and says those who act now could see the biggest gains. Find out how Trump’s plan could rescue your retirement |
8/11/2022 | Cetera Advisor Networks LLC | 13,257 | $405K | 0.0% | +38.6% | 0.131% | |
8/5/2022 | OLD Mission Capital LLC | 10,205 | $312K | 0.0% | +72.1% | 0.101% | |
8/3/2022 | Envestnet Asset Management Inc. | 32,023 | $978K | 0.0% | -6.5% | 0.317% | |
7/29/2022 | Municipal Employees Retirement System of Michigan | 2,646,280 | $80.84M | 1.5% | N/A | 26.201% | |
7/21/2022 | Marotta Asset Management | 154,434 | $4.76M | 1.2% | +18.1% | 2.175% | |
7/15/2022 | Global Retirement Partners LLC | 7,401 | $226K | 0.0% | -11.1% | 0.104% | |
7/15/2022 | Karp Capital Management Corp | 118,865 | $3.63M | 0.6% | N/A | 1.674% | |
5/4/2022 | Advisor Group Holdings Inc. | 31,246 | $1.14M | 0.0% | +20.5% | 2.404% | |
5/4/2022 | Envestnet Asset Management Inc. | 34,255 | $1.25M | 0.0% | -10.6% | 2.635% | |
4/8/2022 | Marotta Asset Management | 130,810 | $4.75M | 1.1% | +1.8% | 10.901% | |