2/21/2025 | Gould Capital LLC | 83,824 | $2.28M | 1.6% | -0.6% | 0.564% | |
2/6/2025 | SBI Securities Co. Ltd. | 45,438 | $1.23M | 0.0% | N/A | 0.306% | |
1/17/2025 | Avior Wealth Management LLC | 23,521 | $638K | 0.0% | -8.8% | 0.158% | |
12/26/2024 | JPMorgan Chase & Co. | 1,400 | $39K | 0.0% | N/A | 0.009% | |
11/8/2024 | Avior Wealth Management LLC | 25,790 | $710K | 0.0% | -22.4% | 0.174% | |
10/15/2024 | Aspect Partners LLC | 994 | $27K | 0.0% | -86.4% | 0.007% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 86,000 | $2.36M | 0.2% | -11.3% | 0.579% | |
8/7/2024 | Cahill Financial Advisors Inc. | 62,110 | $1.71M | 0.2% | -7.4% | 0.418% | |
7/16/2024 | Aspect Partners LLC | 7,316 | $201K | 0.1% | -5.4% | 0.049% | |
5/17/2024 | Aspect Partners LLC | 7,730 | $221K | 0.2% | -10.6% | 0.052% | |
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5/14/2024 | OLD Mission Capital LLC | 151,950 | $4.35M | 0.1% | -8.8% | 1.023% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 97,000 | $2.78M | 0.2% | +3.2% | 0.653% | |
5/4/2024 | Gould Asset Management LLC CA | 7,070 | $203K | 0.0% | N/A | 0.048% | |
4/25/2024 | Bear Mountain Capital Inc. | 976 | $27K | 0.0% | -27.8% | 0.006% | |
4/24/2024 | Leavell Investment Management Inc. | 7,210 | $207K | 0.0% | -11.3% | 0.046% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 29,329 | $840K | 0.1% | +4.1% | 0.121% | |
2/29/2024 | Acima Private Wealth LLC | 57,612 | $1.52M | 0.6% | -1.3% | 0.238% | |
2/16/2024 | Aspect Partners LLC | 8,649 | $227K | 0.1% | N/A | 0.036% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 94,000 | $2.47M | 0.2% | +3.9% | 0.388% | |
1/30/2024 | Bear Mountain Capital Inc. | 1,351 | $36K | 0.0% | N/A | 0.006% | |
1/23/2024 | Leavell Investment Management Inc. | 8,126 | $214K | 0.0% | -20.1% | 0.034% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 90,500 | $2.35M | 0.2% | +101.1% | 0.373% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,625 | $275K | 0.0% | +15.7% | 0.044% | |
10/17/2023 | Heartwood Wealth Advisors LLC | 28,185 | $731K | 0.1% | +1.9% | 0.116% | |
10/16/2023 | Leavell Investment Management Inc. | 10,164 | $263K | 0.0% | -6.9% | 0.042% | |
10/11/2023 | Worth Asset Management LLC | 36,906 | $957K | 0.8% | N/A | 0.152% | |
8/15/2023 | Cahill Financial Advisors Inc. | 66,552 | $1.72M | 0.3% | +2.2% | 0.274% | |
8/11/2023 | City of London Investment Management Co. Ltd. | 45,000 | $1.16M | 0.1% | -57.1% | 0.186% | |
7/19/2023 | Heartwood Wealth Advisors LLC | 27,660 | $716K | 0.1% | +1.7% | 0.099% | |
7/19/2023 | Leavell Investment Management Inc. | 10,920 | $283K | 0.0% | -12.7% | 0.039% | |
7/13/2023 | Crescent Grove Advisors LLC | 13,128 | $340K | 0.0% | +8.0% | 0.047% | |
5/12/2023 | Cahill Financial Advisors Inc. | 65,115 | $1.67M | 0.3% | +7.9% | 0.231% | |
5/3/2023 | Crescent Grove Advisors LLC | 12,158 | $311K | 0.0% | N/A | 0.043% | |
4/14/2023 | Heartwood Wealth Advisors LLC | 27,197 | $696K | 0.1% | +6.0% | 0.103% | |
4/13/2023 | Leavell Investment Management Inc. | 12,511 | $320K | 0.0% | -9.6% | 0.047% | |
2/3/2023 | Ellevest Inc. | 17,393 | $443K | 0.0% | +5.3% | 0.067% | |
2/2/2023 | Congress Wealth Management LLC DE | 75,720 | $1.93M | 0.0% | +2.6% | 0.290% | |
1/31/2023 | DHK Financial Advisors Inc. | 123,747 | $3.15M | 4.4% | +0.5% | 0.473% | |
1/17/2023 | Leavell Investment Management Inc. | 13,840 | $353K | 0.0% | +15.7% | 0.056% | |
1/12/2023 | Heartwood Wealth Advisors LLC | 25,655 | $653K | 0.1% | +20.6% | 0.104% | |
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11/23/2022 | Gould Capital LLC | 70,086 | $1.71M | 1.5% | +1.3% | 0.545% | |
11/15/2022 | Cahill Financial Advisors Inc. | 57,852 | $1.41M | 0.3% | +4.5% | 0.450% | |
11/14/2022 | OLD Mission Capital LLC | 76,857 | $1.87M | 0.1% | -51.3% | 0.598% | |
11/10/2022 | City of London Investment Management Co. Ltd. | 91,000 | $2.22M | 0.2% | N/A | 0.708% | |
11/9/2022 | Congress Wealth Management LLC DE | 73,823 | $1.80M | 0.0% | +2.5% | 0.574% | |
11/8/2022 | DHK Financial Advisors Inc. | 123,180 | $3M | 4.9% | +1.5% | 0.959% | |
10/31/2022 | Baltimore Washington Financial Advisors Inc. | 1,076 | $262K | 0.0% | N/A | 0.008% | |
10/25/2022 | Heartwood Wealth Advisors LLC | 21,272 | $518K | 0.1% | +8.4% | 0.166% | |
10/17/2022 | Leavell Investment Management Inc. | 11,959 | $291K | 0.0% | +32.5% | 0.093% | |
8/16/2022 | DHK Financial Advisors Inc. | 121,331 | $3.25M | 3.1% | +6.1% | 0.944% | |
8/12/2022 | Congress Wealth Management LLC DE | 72,037 | $1.93M | 0.0% | -1.4% | 0.561% | |
8/8/2022 | Cahill Financial Advisors Inc. | 55,378 | $1.49M | 0.3% | +7.2% | 0.431% | |
8/5/2022 | OLD Mission Capital LLC | 157,959 | $4.24M | 0.1% | -59.3% | 1.229% | |
8/2/2022 | CX Institutional | 40,679 | $1.09M | 0.1% | -32.7% | 0.317% | |
7/28/2022 | Leavell Investment Management Inc. | 9,027 | $242K | 0.0% | +16.5% | 0.069% | |
5/13/2022 | McGowan Group Asset Management Inc. | 15,420 | $501K | 0.1% | -7.2% | 0.111% | |
5/12/2022 | Cahill Financial Advisors Inc. | 51,677 | $1.68M | 0.3% | -1.0% | 0.365% | |
5/11/2022 | Atlas Capital Advisors LLC | 6,353 | $207K | 0.0% | +8.2% | 0.045% | |
5/4/2022 | Leuthold Group LLC | 6,578 | $214K | 0.0% | N/A | 0.046% | |
5/2/2022 | Acima Private Wealth LLC | 49,138 | $1.60M | 0.7% | -24.6% | 0.347% | |
4/26/2022 | Heartwood Wealth Advisors LLC | 19,317 | $628K | 0.1% | +3.0% | 0.135% | |
4/21/2022 | Leavell Investment Management Inc. | 7,748 | $252K | 0.0% | +6.8% | 0.054% | |
4/13/2022 | Transparent Wealth Partners LLC | 114,342 | $3.72M | 3.1% | N/A | 0.794% | |
3/10/2022 | Acima Private Wealth LLC | 65,132 | $2.25M | 1.0% | -3.1% | 0.442% | |
2/11/2022 | Cahill Financial Advisors Inc. | 52,216 | $1.80M | 0.3% | +5.9% | 0.354% | |
2/10/2022 | OLD Mission Capital LLC | 128,794 | $4.45M | 0.2% | +330.1% | 0.873% | |
2/4/2022 | Congress Wealth Management LLC DE | 110,792 | $3.82M | 0.1% | N/A | 0.751% | |
2/1/2022 | Atlas Capital Advisors LLC | 5,874 | $203K | 0.0% | +7.7% | 0.040% | |
1/20/2022 | Leavell Investment Management Inc. | 7,258 | $250K | 0.0% | N/A | 0.049% | |
1/12/2022 | IFP Advisors Inc | 19,416 | $683K | 0.0% | +18,045.8% | 0.132% | |
1/12/2022 | Heartwood Wealth Advisors LLC | 18,754 | $647K | 0.1% | +9.5% | 0.127% | |
1/11/2022 | Symmetry Partners LLC | 117,177 | $4.04M | 0.3% | +2.6% | 0.794% | |
11/15/2021 | Flow Traders U.S. LLC | 6,139 | $208K | 0.0% | -14.6% | 0.042% | |
11/15/2021 | McGowan Group Asset Management Inc. | 14,121 | $479K | 0.1% | +3.7% | 0.096% | |
11/12/2021 | OLD Mission Capital LLC | 29,945 | $1.02M | 0.0% | N/A | 0.203% | |
11/4/2021 | Almanack Investment Partners LLC. | 28,916 | $981K | 0.1% | -5.1% | 0.197% | |
11/3/2021 | Nvwm LLC | 19,887 | $675K | 0.2% | N/A | 0.136% | |
10/18/2021 | Symmetry Partners LLC | 114,212 | $3.90M | 0.3% | +4.2% | 0.780% | |
8/24/2021 | Flow Traders U.S. LLC | 7,189 | $239K | 0.0% | N/A | 0.050% | |
8/17/2021 | Cahill Financial Advisors Inc. | 49,821 | $1.65M | 0.4% | +1.4% | 0.345% | |
8/11/2021 | McGowan Group Asset Management Inc. | 13,611 | $452K | 0.1% | N/A | 0.094% | |
8/11/2021 | Bank of New York Mellon Corp | 6,200 | $206K | 0.0% | N/A | 0.043% | |
8/5/2021 | Gould Asset Management LLC CA | 6,015 | $200K | 0.1% | N/A | 0.042% | |
8/4/2021 | Almanack Investment Partners LLC. | 30,463 | $1.01M | 0.1% | -24.2% | 0.211% | |
8/4/2021 | CX Institutional | 49,499 | $1.64M | 0.1% | -43.3% | 0.343% | |
8/2/2021 | Disciplined Investments LLC | 1,040 | $35K | 0.0% | N/A | 0.007% | |
7/31/2021 | Atlas Capital Advisors LLC | 5,453 | $181K | 0.0% | +68.9% | 0.038% | |
5/14/2021 | Acima Private Wealth LLC | 66,117 | $1.95M | 1.0% | +8.4% | 0.464% | |
5/11/2021 | Almanack Investment Partners LLC. | 40,201 | $1.19M | 0.1% | -38.5% | 0.282% | |
5/3/2021 | Symmetry Partners LLC | 110,401 | $3.26M | 0.2% | +9.6% | 0.761% | |
Altucher: Turn $900 into $108,000 in just 12 months? (Ad) We are entering the final Trump Bump of our lives.
But the biggest returns will not be in the stock market. If I’m right about this (like I was before) a modest $900 investment… |
4/26/2021 | Whittier Trust Co. of Nevada Inc. | 1,998 | $59K | 0.0% | -78.4% | 0.014% | |
4/19/2021 | Heartwood Wealth Advisors LLC | 13,362 | $394K | 0.1% | N/A | 0.092% | |