11/15/2024 | Orion Portfolio Solutions LLC | 6,637 | $233K | 0.0% | N/A | 0.022% | |
11/15/2024 | EP Wealth Advisors LLC | 29,505 | $1.04M | 0.0% | -2.9% | 0.100% | |
11/15/2024 | Jane Street Group LLC | 298,175 | $10.47M | 0.0% | +29.5% | 1.007% | |
11/15/2024 | SageView Advisory Group LLC | 17,332 | $609K | 0.0% | -5.1% | 0.059% | |
11/15/2024 | Integrated Wealth Concepts LLC | 13,066 | $459K | 0.0% | +10.9% | 0.044% | |
11/15/2024 | HighTower Advisors LLC | 9,831 | $345K | 0.0% | +26.3% | 0.033% | |
|
11/14/2024 | Flow Traders U.S. LLC | 54,367 | $1.91M | 0.1% | -59.5% | 0.184% | |
11/14/2024 | CreativeOne Wealth LLC | 13,698 | $481K | 0.0% | +3.8% | 0.046% | |
11/12/2024 | Flagstar Advisors Inc. | 9,884 | $347K | 0.1% | -7.4% | 0.033% | |
11/12/2024 | Raymond James Trust N.A. | 6,138 | $216K | 0.0% | N/A | 0.021% | |
11/5/2024 | Haverford Trust Co | 10,226 | $359K | 0.0% | -4.7% | 0.035% | |
11/5/2024 | Aptus Capital Advisors LLC | 13,233 | $465K | 0.0% | +18,027.4% | 0.045% | |
11/4/2024 | Arvest Investments Inc. | 459,178 | $16.12M | 2.4% | +0.2% | 1.551% | |
11/4/2024 | 1900 Wealth Management LLC | 287,665 | $10.10M | 0.9% | +32.7% | 0.972% | |
10/31/2024 | Cozad Asset Management Inc. | 7,235 | $254K | 0.0% | -33.8% | 0.024% | |
10/31/2024 | Spinnaker Trust | 251,599 | $8.83M | 0.5% | -77.1% | 0.850% | |
10/30/2024 | Maia Wealth LLC | 12,986 | $447K | 0.1% | -8.6% | 0.044% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 118,246 | $4.15M | 0.2% | +1.6% | 0.399% | |
10/28/2024 | Principal Securities Inc. | 227,140 | $7.98M | 0.2% | +7.6% | 0.767% | |
10/25/2024 | Edge Financial Advisors LLC | 23,271 | $817K | 0.7% | N/A | 0.079% | |
10/25/2024 | Golden State Equity Partners | 47,307 | $1.66M | 0.4% | -5.3% | 0.160% | |
10/25/2024 | Pallas Capital Advisors LLC | 142,305 | $4.89M | 0.2% | -5.8% | 0.481% | |
10/24/2024 | Inscription Capital LLC | 6,542 | $230K | 0.0% | -27.7% | 0.022% | |
10/24/2024 | Greenspring Advisors LLC | 6,641 | $233K | 0.1% | N/A | 0.022% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 99,225 | $3.48M | 0.0% | -10.4% | 0.335% | |
10/23/2024 | CENTRAL TRUST Co | 59,377 | $2.09M | 0.0% | +12.1% | 0.201% | |
10/22/2024 | Private Advisor Group LLC | 8,714 | $306K | 0.0% | -7.3% | 0.029% | |
10/21/2024 | GFG Capital LLC | 160,260 | $5.16M | 1.3% | -9.9% | 0.541% | |
10/21/2024 | Whittier Trust Co. | 22,374 | $786K | 0.0% | -8.3% | 0.076% | |
10/18/2024 | Raymond James & Associates | 1,371,535 | $48.16M | 0.0% | -1.1% | 4.634% | |
10/18/2024 | Blue Trust Inc. | 1,528 | $50K | 0.0% | N/A | 0.005% | |
10/16/2024 | Naviter Wealth LLC | 5,813 | $204K | 0.0% | N/A | 0.020% | |
10/11/2024 | Elmwood Wealth Management Inc. | 25,733 | $903K | 0.4% | -1.9% | 0.087% | |
10/8/2024 | Atwood & Palmer Inc. | 61,705 | $2.17M | 0.1% | -17.0% | 0.208% | |
10/3/2024 | Apella Capital LLC | 628,416 | $22.50M | 0.9% | +3.4% | 2.123% | |
10/2/2024 | American National Bank & Trust | 87,696 | $3.08M | 0.4% | -0.4% | 0.296% | |
9/20/2024 | Anchor Investment Management LLC | 100,989 | $3.30M | 0.3% | +13.3% | 0.341% | |
9/5/2024 | Sanctuary Advisors LLC | 7,017 | $220K | 0.0% | N/A | 0.024% | |
8/22/2024 | Cetera Investment Advisers | 241,724 | $7.90M | 0.0% | +18.5% | 0.817% | |
8/21/2024 | Truist Financial Corp | 20,370 | $665K | 0.0% | +10.8% | 0.069% | |
Breaking News: Tesla headed to $500… (Ad) That headline hit late last night…and the rally has begun
Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla. So to claim your free digital copy today, simply follow this link and enter your email address. |
8/19/2024 | EP Wealth Advisors LLC | 30,387 | $993K | 0.0% | -2.4% | 0.103% | |
8/16/2024 | Kathmere Capital Management LLC | 6,344 | $207K | 0.0% | N/A | 0.021% | |
8/13/2024 | Callan Capital LLC | 105,196 | $3.44M | 0.3% | -8.2% | 0.355% | |
8/9/2024 | Arvest Trust Co. N A | 1,218,153 | $39.80M | 2.4% | +0.3% | 4.115% | |
8/9/2024 | SigFig Wealth Management LLC | 3,147,510 | $102.83M | 3.8% | +1.0% | 10.633% | |
8/8/2024 | Envestnet Asset Management Inc. | 554,451 | $18.11M | 0.0% | +3.9% | 1.873% | |
8/8/2024 | Wealthspire Advisors LLC | 48,483 | $1.58M | 0.0% | -43.6% | 0.164% | |
8/8/2024 | LPL Financial LLC | 1,499,824 | $49.00M | 0.0% | +3.6% | 5.067% | |
8/6/2024 | First Foundation Advisors | 437,323 | $14.29M | 0.5% | +3.3% | 1.477% | |
8/6/2024 | Clearwater Capital Advisors LLC | 149,688 | $4.89M | 0.5% | -7.0% | 0.506% | |
8/2/2024 | Cozad Asset Management Inc. | 10,930 | $357K | 0.0% | -13.8% | 0.037% | |
7/31/2024 | Spinnaker Trust | 1,098,361 | $35.88M | 2.3% | +0.4% | 3.711% | |
7/31/2024 | Commonwealth Equity Services LLC | 171,922 | $5.62M | 0.0% | +2.0% | 0.581% | |
7/29/2024 | Morris Financial Concepts Inc. | 2,515 | $82K | 0.0% | +24.1% | 0.008% | |
7/29/2024 | Whittier Trust Co. | 24,395 | $797K | 0.0% | -4.4% | 0.082% | |
7/26/2024 | 1900 Wealth Management LLC | 216,811 | $7.08M | 0.7% | -24.6% | 0.732% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 142,721 | $4.66M | 0.0% | -3.7% | 0.482% | |
7/26/2024 | Bank of New York Mellon Corp | 23,112 | $755K | 0.0% | +3.8% | 0.078% | |
7/25/2024 | Destiny Wealth Partners LLC | 150,634 | $4.92M | 0.9% | -46.4% | 0.509% | |
7/24/2024 | &PARTNERS | 9,737 | $318K | 0.0% | N/A | 0.033% | |
7/23/2024 | American National Bank | 88,054 | $2.88M | 0.4% | -13.7% | 0.297% | |
7/22/2024 | Atria Wealth Solutions Inc. | 25,720 | $840K | 0.0% | +6.2% | 0.087% | |
7/22/2024 | GFG Capital LLC | 177,939 | $5.81M | 1.5% | -2.5% | 0.601% | |
7/22/2024 | Pallas Capital Advisors LLC | 151,002 | $4.99M | 0.2% | -6.3% | 0.510% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 707,772 | $23.12M | 0.0% | +29.9% | 2.391% | |
7/19/2024 | Clay Northam Wealth Management LLC | 59,853 | $1.96M | 1.5% | -2.8% | 0.202% | |
7/19/2024 | Raymond James & Associates | 1,386,175 | $45.29M | 0.0% | +17.4% | 4.683% | |
7/17/2024 | Archford Capital Strategies LLC | 218,457 | $7.14M | 1.2% | +3.2% | 0.738% | |
7/17/2024 | IAG Wealth Partners LLC | 8,298 | $271K | 0.1% | -10.5% | 0.028% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 148,959 | $4.87M | 0.0% | +2.8% | 0.503% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 1,332 | $44K | 0.0% | +30.1% | 0.005% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 110,746 | $3.62M | 0.0% | -21.5% | 0.374% | |
7/16/2024 | Maia Wealth LLC | 14,207 | $479K | 0.1% | N/A | 0.048% | |
7/12/2024 | Hexagon Capital Partners LLC | 8,894 | $291K | 0.1% | -3.5% | 0.030% | |
7/10/2024 | Atwood & Palmer Inc. | 74,300 | $2.43M | 0.2% | -1.8% | 0.251% | |
7/10/2024 | Apella Capital LLC | 607,596 | $20.37M | 0.9% | +3.5% | 2.053% | |
7/9/2024 | Fragasso Financial Advisors Inc | 8,405 | $275K | 0.0% | -43.3% | 0.028% | |
5/24/2024 | Cetera Advisors LLC | 8,970 | $281K | 0.0% | -7.9% | 0.030% | |
5/24/2024 | Cetera Investment Advisers | 203,901 | $6.39M | 0.0% | +102.0% | 0.689% | |
5/17/2024 | Comerica Bank | 12,561 | $394K | 0.0% | -17.9% | 0.042% | |
5/16/2024 | Jane Street Group LLC | 229,620 | $7.20M | 0.0% | -9.7% | 0.776% | |
5/16/2024 | WMS Partners LLC | 1,577,938 | $49.45M | 3.4% | +3.8% | 5.331% | |
5/15/2024 | Flow Traders U.S. LLC | 245,444 | $7.70M | 0.4% | -56.6% | 0.829% | |
5/14/2024 | EP Wealth Advisors LLC | 31,131 | $976K | 0.0% | -2.9% | 0.105% | |
5/14/2024 | OLD Mission Capital LLC | 153,839 | $4.83M | 0.1% | -60.2% | 0.520% | |
5/10/2024 | First Foundation Advisors | 423,191 | $13.26M | 0.5% | +6.8% | 1.430% | |
5/10/2024 | Kelman Lazarov Inc. | 54,259 | $1.70M | 0.3% | -4.9% | 0.183% | |
5/9/2024 | Clearwater Capital Advisors LLC | 161,032 | $5.05M | 0.5% | -0.5% | 0.544% | |
5/8/2024 | Cozad Asset Management Inc. | 12,685 | $398K | 0.0% | -24.9% | 0.043% | |
5/7/2024 | Wealthspire Advisors LLC | 85,967 | $2.69M | 0.0% | -25.3% | 0.290% | |
Breaking News: Tesla headed to $500… (Ad) That headline hit late last night…and the rally has begun
Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla. So to claim your free digital copy today, simply follow this link and enter your email address. |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 144,898 | $4.54M | 0.0% | -23.6% | 0.490% | |
5/3/2024 | Callan Capital LLC | 114,568 | $3.59M | 0.3% | -1.4% | 0.387% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 1,841 | $58K | 0.0% | -60.0% | 0.006% | |
4/29/2024 | Commonwealth Equity Services LLC | 168,521 | $5.28M | 0.0% | +14.9% | 0.569% | |
4/25/2024 | IAG Wealth Partners LLC | 9,273 | $291K | 0.1% | -16.3% | 0.031% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 148,279 | $4.65M | 0.0% | -11.2% | 0.501% | |
4/24/2024 | CENTRAL TRUST Co | 49,391 | $1.55M | 0.0% | -5.6% | 0.167% | |
4/24/2024 | 1900 Wealth Management LLC | 287,665 | $9.02M | 0.8% | -54.6% | 0.972% | |
4/24/2024 | Archford Capital Strategies LLC | 211,713 | $6.64M | 1.1% | +10.5% | 0.715% | |
4/23/2024 | Global Retirement Partners LLC | 5,173 | $162K | 0.0% | -21.1% | 0.017% | |