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% | |
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% | |
Cackling Kamala hates this company (Ad) Do you want to see one of the most exciting election trades of all time?
A trade that could help America become 100% energy independent…
Reduce energy costs to virtually zero…
And hand investors what could be a stunning return in just a few years’ time?
It all has to do with a little known company that is helping to kick off the next great American energy revolution. Before that happens, you need to see the details here. |
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% | |
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% | |
Crypto’s hidden gem + greatest crypto bull run in history = $$$? (Ad) You don’t actually want to buy Bitcoin this time around.
That’s because there’s a better way to take advantage of this new bull market…
One market expert calls it Crypto’s Hidden Gem
And it’s a new way that has given folks like you and me the chance to see bigger and faster moves than the traditional way of buying Bitcoin…
That means if you’ve stayed away from Bitcoin and crypto because it's confusing or seems risky…
This is a much safer and better approach to ride this years’ crypto bull run.
Because believe it or not…
The 2024 crypto bull run is one you DON’T want to miss. Click Here to get the full details about Crypto’s Hidden Gem |
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% | |
8/15/2022 | Rehmann Capital Advisory Group | 11,278 | $266K | 0.0% | N/A | 0.322% | |
8/12/2022 | Financial Engines Advisors L.L.C. | 50,509 | $1.19M | 0.0% | +7.4% | 1.443% | |
8/10/2022 | Nottingham Advisors Inc. | 12,879 | $304K | 0.0% | -3.9% | 0.368% | |
8/2/2022 | Moneywise Inc. | 10,280 | $242K | 0.2% | N/A | 0.294% | |