1/21/2025 | Neumann Capital Management LLC | 28,450 | $674K | 0.2% | -3.4% | 0.720% | |
1/16/2025 | Capital Wealth Management LLC | 15,169 | $360K | 0.2% | N/A | 0.384% | |
1/15/2025 | First Pacific Financial | 10,405 | $247K | 0.1% | +46.2% | 0.263% | |
1/13/2025 | Clean Yield Group | 42,211 | $1M | 0.3% | -3.9% | 1.069% | |
11/15/2024 | Jane Street Group LLC | 35,176 | $863K | 0.0% | -31.2% | 0.891% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,198 | $29K | 0.0% | N/A | 0.030% | |
10/25/2024 | Golden State Equity Partners | 12,507 | $307K | 0.1% | -3.3% | 0.317% | |
10/24/2024 | PFG Investments LLC | 386,926 | $9.50M | 0.6% | +69.1% | 9.796% | |
10/23/2024 | Allworth Financial LP | 1,159 | $28K | 0.0% | +125.5% | 0.029% | |
10/23/2024 | CWC Advisors LLC. | 10,056 | $247K | 0.2% | N/A | 0.255% | |
|
10/16/2024 | Nottingham Advisors Inc. | 15,679 | $385K | 0.0% | +10.0% | 0.397% | |
10/16/2024 | Vontobel Holding Ltd. | 25,943 | $637K | 0.0% | +3.4% | 0.657% | |
10/11/2024 | Creative Planning | 13,039 | $320K | 0.0% | +16.5% | 0.330% | |
10/11/2024 | Wesbanco Bank Inc. | 18,260 | $448K | 0.0% | -4.0% | 0.462% | |
10/8/2024 | Clean Yield Group | 43,919 | $1.08M | 0.3% | -11.7% | 1.112% | |
8/8/2024 | American Financial & Tax Strategies Inc. | 11,687 | $276K | 0.1% | N/A | 0.296% | |
8/7/2024 | PFG Investments LLC | 228,875 | $5.41M | 0.4% | +1.8% | 5.794% | |
8/2/2024 | Larson Financial Group LLC | 3,000 | $71K | 0.0% | N/A | 0.076% | |
8/1/2024 | Verus Capital Partners LLC | 7,883 | $186K | 0.0% | -10.9% | 0.200% | |
7/31/2024 | Commonwealth Equity Services LLC | 24,112 | $570K | 0.0% | -7.1% | 0.610% | |
7/20/2024 | First Pacific Financial | 7,049 | $167K | 0.0% | -19.1% | 0.178% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 34,896 | $825K | 0.1% | N/A | 0.883% | |
7/10/2024 | Albion Financial Group UT | 41,038 | $970K | 0.1% | +1.2% | 1.039% | |
7/10/2024 | Clean Yield Group | 49,765 | $1.18M | 0.4% | -6.1% | 1.260% | |
5/29/2024 | Clean Yield Group | 52,971 | $1.26M | 0.5% | -3.9% | 1.341% | |
5/8/2024 | Neumann Capital Management LLC | 27,600 | $655K | 0.2% | +3.8% | 0.699% | |
5/7/2024 | Verus Capital Partners LLC | 8,851 | $210K | 0.0% | N/A | 0.224% | |
5/3/2024 | Rehmann Capital Advisory Group | 12,189 | $289K | 0.0% | +4.7% | 0.309% | |
5/3/2024 | Etfidea LLC | 8,640 | $205K | 0.1% | -21.3% | 0.219% | |
4/30/2024 | Commonwealth Equity Services LLC | 25,964 | $616K | 0.0% | -8.3% | 0.657% | |
4/24/2024 | First Pacific Financial | 8,715 | $207K | 0.1% | +8.4% | 0.221% | |
4/22/2024 | PFG Investments LLC | 224,815 | $5.34M | 0.3% | N/A | 5.692% | |
4/19/2024 | Albion Financial Group UT | 40,546 | $962K | 0.1% | +9.4% | 1.248% | |
4/15/2024 | Elevated Capital Advisors LLC | 9,552 | $227K | 0.1% | N/A | 0.294% | |
2/14/2024 | Retirement Capital Strategies | 24,442 | $582K | 0.3% | -4.3% | 0.752% | |
2/9/2024 | Congress Wealth Management LLC DE | 13,653 | $325K | 0.0% | +10.4% | 0.420% | |
2/2/2024 | Golden State Equity Partners | 16,819 | $401K | 0.1% | -21.7% | 0.518% | |
1/30/2024 | Vontobel Holding Ltd. | 31,497 | $751K | 0.0% | +2.0% | 0.969% | |
1/29/2024 | Nottingham Advisors Inc. | 13,864 | $330K | 0.0% | +4.4% | 0.427% | |
1/29/2024 | Moneywise Inc. | 12,817 | $305K | 0.2% | +6.4% | 0.394% | |
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad) Just in the first week after Trump's win, many stocks jumped by double and even triple digits.
But now he's issuing this NEW warning about Trump's inauguration. Click here now to get the details because you must act before January 20th. |
1/29/2024 | Perigon Wealth Management LLC | 16,304 | $389K | 0.0% | +11.9% | 0.502% | |
1/24/2024 | Allworth Financial LP | 1,704 | $41K | 0.0% | -80.4% | 0.052% | |
1/24/2024 | Clean Yield Group | 55,136 | $1.31M | 0.6% | -9.3% | 1.696% | |
1/19/2024 | Armor Investment Advisors LLC | 7,407 | $177K | 0.1% | -10.7% | 0.228% | |
1/18/2024 | First Pacific Financial | 8,038 | $192K | 0.1% | -10.9% | 0.247% | |
11/13/2023 | Retirement Capital Strategies | 25,539 | $579K | 0.3% | -54.7% | 0.786% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 92,743 | $2.10M | 0.0% | +9.2% | 2.854% | |
11/6/2023 | PFG Investments LLC | 166,453 | $3.77M | 0.7% | -0.8% | 5.122% | |
11/6/2023 | Nottingham Advisors Inc. | 13,284 | $301K | 0.0% | +3.8% | 0.409% | |
11/4/2023 | Neumann Capital Management LLC | 26,600 | $603K | 0.3% | +1.9% | 0.818% | |
11/1/2023 | Albion Financial Group UT | 36,821 | $835K | 0.1% | +55.4% | 1.133% | |
10/31/2023 | Allworth Financial LP | 8,686 | $197K | 0.0% | N/A | 0.267% | |
10/30/2023 | Congress Wealth Management LLC DE | 12,364 | $280K | 0.0% | +23.3% | 0.380% | |
10/23/2023 | First Pacific Financial | 9,021 | $205K | 0.1% | -63.7% | 0.278% | |
10/23/2023 | Armor Investment Advisors LLC | 8,297 | $188K | 0.1% | -14.3% | 0.255% | |
10/23/2023 | Commonwealth Equity Services LLC | 40,465 | $917K | 0.0% | -6.5% | 1.245% | |
10/20/2023 | Golden State Equity Partners | 21,469 | $487K | 0.1% | +75.4% | 0.661% | |
10/12/2023 | Clean Yield Group | 60,769 | $1.37M | 0.6% | -11.8% | 1.870% | |
10/11/2023 | Vontobel Holding Ltd. | 30,873 | $700K | 0.0% | +3.0% | 0.950% | |
8/11/2023 | Genus Capital Management Inc. | 11,085 | $258K | 0.0% | N/A | 0.341% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 84,940 | $1.98M | 0.0% | +12.8% | 2.614% | |
8/10/2023 | Cetera Investment Advisers | 8,827 | $206K | 0.0% | -11.6% | 0.272% | |
8/3/2023 | PFG Investments LLC | 167,786 | $3.91M | 0.7% | +6.2% | 5.163% | |
8/2/2023 | Bank of Montreal Can | 30,456 | $701K | 0.0% | N/A | 0.937% | |
8/2/2023 | Perigon Wealth Management LLC | 14,556 | $339K | 0.0% | N/A | 0.448% | |
7/31/2023 | LPL Financial LLC | 72,740 | $1.69M | 0.0% | +64.9% | 2.238% | |
7/26/2023 | Albion Financial Group UT | 23,695 | $552K | 0.0% | -36.7% | 0.729% | |
7/25/2023 | Raymond James & Associates | 25,281 | $589K | 0.0% | -10.0% | 0.778% | |
7/24/2023 | Vontobel Holding Ltd. | 29,977 | $698K | 0.0% | +15.8% | 0.922% | |
7/24/2023 | Moneywise Inc. | 11,787 | $275K | 0.2% | +5.4% | 0.363% | |
7/19/2023 | Armor Investment Advisors LLC | 9,676 | $225K | 0.1% | N/A | 0.298% | |
7/19/2023 | Golden State Equity Partners | 12,237 | $285K | 0.1% | N/A | 0.377% | |
6/14/2023 | Atria Wealth Solutions Inc. | 10,305 | $242K | 0.0% | N/A | 0.322% | |
5/12/2023 | Rehmann Capital Advisory Group | 11,022 | $259K | 0.0% | N/A | 0.344% | |
5/11/2023 | PFG Investments LLC | 157,929 | $3.71M | 0.8% | N/A | 4.935% | |
5/8/2023 | WealthShield Partners LLC | 5,098 | $120K | 0.0% | N/A | 0.159% | |
4/28/2023 | Harvest Group Wealth Management LLC | 29,708 | $698K | 0.4% | -16.8% | 0.928% | |
4/26/2023 | Clean Yield Group | 70,346 | $1.65M | 0.7% | +6.8% | 2.198% | |
4/21/2023 | Moneywise Inc. | 11,185 | $263K | 0.2% | +23.2% | 0.350% | |
4/14/2023 | Congress Wealth Management LLC DE | 9,789 | $230K | 0.0% | +10.1% | 0.306% | |
4/14/2023 | Raymond James & Associates | 28,080 | $660K | 0.0% | -3.7% | 0.878% | |
2/10/2023 | Fairview Capital Investment Management LLC | 10,175 | $234K | 0.0% | +6.8% | 0.318% | |
2/8/2023 | Raymond James & Associates | 29,149 | $670K | 0.0% | +6.8% | 0.911% | |
2/7/2023 | Commonwealth Equity Services LLC | 42,589 | $979K | 0.0% | -3.7% | 1.331% | |
2/7/2023 | LPL Financial LLC | 37,501 | $862K | 0.0% | +8.0% | 1.172% | |
2/3/2023 | Albion Financial Group UT | 37,195 | $855K | 0.1% | +17.1% | 1.162% | |
2/2/2023 | Congress Wealth Management LLC DE | 8,895 | $204K | 0.0% | N/A | 0.278% | |
1/30/2023 | Moneywise Inc. | 9,082 | $209K | 0.2% | -9.3% | 0.284% | |
1/27/2023 | First Pacific Financial | 33,806 | $777K | 0.4% | -13.2% | 1.056% | |
1/12/2023 | Mutual Advisors LLC | 9,184 | $211K | 0.0% | -20.3% | 0.287% | |
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad) Just in the first week after Trump's win, many stocks jumped by double and even triple digits.
But now he's issuing this NEW warning about Trump's inauguration. Click here now to get the details because you must act before January 20th. |
11/4/2022 | Vontobel Holding Ltd. | 26,442 | $595K | 0.0% | N/A | 0.755% | |
11/3/2022 | Mutual Advisors LLC | 11,527 | $259K | 0.0% | -11.8% | 0.329% | |
11/1/2022 | Kestra Advisory Services LLC | 9,056 | $204K | 0.0% | -6.0% | 0.259% | |
10/31/2022 | Clean Yield Group | 65,721 | $1.48M | 0.7% | -16.1% | 1.878% | |
10/27/2022 | Albion Financial Group UT | 31,770 | $715K | 0.1% | +38.5% | 0.908% | |
10/25/2022 | Raymond James & Associates | 27,302 | $614K | 0.0% | +8.6% | 0.780% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 9,817 | $221K | 0.0% | -16.5% | 0.280% | |
10/24/2022 | First Pacific Financial | 38,968 | $876K | 0.5% | +44.9% | 1.113% | |
10/13/2022 | National Bank of Canada FI | 26,210 | $586K | 0.0% | -29.8% | 0.749% | |
8/15/2022 | Mutual Advisors LLC | 13,073 | $308K | 0.0% | N/A | 0.374% | |