1/21/2025 | Strategic Investment Management LLC | 942,910 | $20.53M | 7.1% | +4.9% | 2.045% | |
1/16/2025 | Breakwater Investment Management | 26,929 | $586K | 0.2% | +14.4% | 0.058% | |
1/16/2025 | Evanson Asset Management LLC | 47,657 | $1.04M | 0.1% | -5.9% | 0.103% | |
12/26/2024 | JPMorgan Chase & Co. | 25,633 | $538K | 0.0% | -98.2% | 0.058% | |
11/20/2024 | Virtu Financial LLC | 9,973 | $209K | 0.0% | -65.7% | 0.023% | |
11/15/2024 | MML Investors Services LLC | 31,184 | $655K | 0.0% | -12.3% | 0.070% | |
11/15/2024 | State Street Corp | 93,700 | $1.97M | 0.0% | -31.0% | 0.212% | |
11/15/2024 | Stifel Financial Corp | 41,865 | $879K | 0.0% | -11.4% | 0.095% | |
11/15/2024 | HighTower Advisors LLC | 58,257 | $1.22M | 0.0% | -48.2% | 0.132% | |
11/14/2024 | First Commonwealth Financial Corp PA | 13,867 | $291K | 0.1% | +11.3% | 0.031% | |
|
11/12/2024 | M Holdings Securities Inc. | 45,752 | $961K | 0.2% | +154.1% | 0.103% | |
11/8/2024 | Moors & Cabot Inc. | 34,228 | $719K | 0.0% | +6.2% | 0.078% | |
11/8/2024 | Etfidea LLC | 28,802 | $605K | 0.2% | -11.0% | 0.066% | |
11/1/2024 | Assetmark Inc. | 11,637 | $244K | 0.0% | +81.0% | 0.027% | |
10/28/2024 | US Bancorp DE | 7,457 | $157K | 0.0% | +1,469.9% | 0.018% | |
10/25/2024 | Pinnacle Associates Ltd. | 67,801 | $1.36M | 0.0% | +22.6% | 0.159% | |
10/25/2024 | Highline Wealth Partners LLC | 1,700 | $36K | 0.0% | N/A | 0.004% | |
10/25/2024 | MONECO Advisors LLC | 96,430 | $2.03M | 0.3% | -1.2% | 0.226% | |
10/24/2024 | Inscription Capital LLC | 213,173 | $4.48M | 0.7% | -9.6% | 0.500% | |
10/24/2024 | PFG Investments LLC | 51,978 | $1.09M | 0.1% | +15.9% | 0.122% | |
10/23/2024 | DT Investment Partners LLC | 177,100 | $3.72M | 0.3% | +18.7% | 0.416% | |
10/22/2024 | International Assets Investment Management LLC | 86,457 | $1.82M | 0.0% | +1,123.2% | 0.203% | |
10/22/2024 | Heartland Bank & Trust Co | 10,373 | $218K | 0.1% | N/A | 0.024% | |
10/16/2024 | Patton Fund Management Inc. | 83,878 | $1.76M | 0.4% | -4.5% | 0.197% | |
10/15/2024 | NBC Securities Inc. | 2,231 | $46K | 0.0% | -30.3% | 0.005% | |
10/11/2024 | Creative Planning | 16,804 | $353K | 0.0% | -6.8% | 0.039% | |
10/11/2024 | Empirical Asset Management LLC | 100,500 | $2.11M | 0.3% | +224.7% | 0.236% | |
10/8/2024 | Evanson Asset Management LLC | 50,657 | $1.06M | 0.1% | -3.1% | 0.121% | |
10/5/2024 | Quent Capital LLC | 393,855 | $8.27M | 0.8% | +10.0% | 0.943% | |
8/21/2024 | Truist Financial Corp | 25,269 | $560K | 0.0% | +42.8% | 0.053% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 75,995 | $1.68M | 0.0% | -6.8% | 0.160% | |
8/16/2024 | Creative Planning | 18,023 | $399K | 0.0% | -7.5% | 0.038% | |
8/13/2024 | Bulltick Wealth Management LLC | 130,206 | $2.88M | 0.7% | N/A | 0.274% | |
8/9/2024 | Moors & Cabot Inc. | 32,231 | $714K | 0.0% | +5.1% | 0.068% | |
8/9/2024 | One Capital Management LLC | 135,190 | $3.00M | 0.1% | +13.6% | 0.285% | |
8/9/2024 | Breakwater Investment Management | 15,520 | $344K | 0.2% | +263.0% | 0.033% | |
8/8/2024 | Envestnet Asset Management Inc. | 118,937 | $2.63M | 0.0% | -11.9% | 0.250% | |
8/8/2024 | Idaho Trust Bank | 122,591 | $2.71M | 1.4% | N/A | 0.258% | |
8/7/2024 | PFG Investments LLC | 44,866 | $994K | 0.1% | +123.5% | 0.094% | |
8/3/2024 | National Bank of Canada FI | 74,732 | $1.68M | 0.0% | -2.5% | 0.157% | |
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7/31/2024 | Commonwealth Equity Services LLC | 11,374 | $252K | 0.0% | -16.4% | 0.024% | |
7/30/2024 | WESPAC Advisors LLC | 24,094 | $534K | 0.4% | N/A | 0.049% | |
7/30/2024 | International Assets Investment Management LLC | 7,068 | $157K | 0.0% | N/A | 0.014% | |
7/29/2024 | F M Investments LLC | 52,332 | $1.16M | 0.0% | N/A | 0.107% | |
7/26/2024 | Bank of New York Mellon Corp | 455,572 | $10.09M | 0.0% | -35.3% | 0.931% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 55,000 | $1.22M | 0.1% | -18.5% | 0.112% | |
7/24/2024 | DT Investment Partners LLC | 149,180 | $3.30M | 0.3% | N/A | 0.304% | |
7/22/2024 | Capital Advisory Group Advisory Services LLC | 24,430 | $541K | 0.2% | -4.5% | 0.050% | |
7/19/2024 | MONECO Advisors LLC | 97,564 | $2.16M | 0.3% | -6.7% | 0.198% | |
7/19/2024 | Sumitomo Life Insurance Co. | 2,593,494 | $57.45M | 1.3% | +22.7% | 5.271% | |
7/16/2024 | Patton Fund Management Inc. | 87,807 | $1.95M | 0.4% | -10.7% | 0.178% | |
7/15/2024 | Fifth Third Securities Inc. | 15,978 | $354K | 0.0% | -72.1% | 0.032% | |
7/13/2024 | Evanson Asset Management LLC | 52,296 | $1.16M | 0.1% | -3.9% | 0.106% | |
7/8/2024 | Quent Capital LLC | 358,181 | $7.93M | 0.9% | +13.1% | 0.725% | |
7/2/2024 | First Hawaiian Bank | 10,919 | $242K | 0.0% | -13.3% | 0.022% | |
5/17/2024 | Comerica Bank | 15,209 | $336K | 0.0% | +73.6% | 0.031% | |
5/17/2024 | Creekmur Asset Management LLC | 9,604 | $212K | 0.1% | -69.4% | 0.020% | |
5/9/2024 | Patton Fund Management Inc. | 98,289 | $2.17M | 0.4% | -3.1% | 0.199% | |
5/8/2024 | Avantax Advisory Services Inc. | 15,397 | $340K | 0.0% | +6.3% | 0.031% | |
5/7/2024 | BOS Asset Management LLC | 11,330 | $250K | 0.1% | -60.1% | 0.023% | |
5/7/2024 | Oppenheimer & Co. Inc. | 34,000 | $750K | 0.0% | N/A | 0.069% | |
5/3/2024 | Etfidea LLC | 32,828 | $724K | 0.2% | -6.4% | 0.066% | |
5/2/2024 | Quent Capital LLC | 316,609 | $6.98M | 0.8% | +30.4% | 0.639% | |
5/1/2024 | BNP Paribas Financial Markets | 42,582 | $939K | 0.0% | -7.7% | 0.086% | |
4/30/2024 | Arkadios Wealth Advisors | 12,500 | $276K | 0.0% | N/A | 0.025% | |
4/30/2024 | Perigon Wealth Management LLC | 23,266 | $513K | 0.0% | -4.9% | 0.047% | |
4/26/2024 | Sumitomo Life Insurance Co. | 2,114,327 | $46.64M | 1.1% | N/A | 4.311% | |
4/26/2024 | MONECO Advisors LLC | 104,556 | $2.31M | 0.4% | -3.5% | 0.215% | |
4/24/2024 | Krilogy Financial LLC | 13,010 | $287K | 0.0% | N/A | 0.027% | |
4/23/2024 | Bluesphere Advisors LLC | 22,613 | $499K | 0.3% | N/A | 0.047% | |
4/17/2024 | Avalon Capital Management | 414,236 | $9.14M | 3.7% | N/A | 0.872% | |
4/16/2024 | OneAscent Financial Services LLC | 54,654 | $1.21M | 0.1% | +8.2% | 0.116% | |
4/10/2024 | Inscription Capital LLC | 242,338 | $5.50M | 1.9% | +46.9% | 0.517% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,539 | $31K | 0.0% | N/A | 0.003% | |
3/13/2024 | MONECO Advisors LLC | 108,366 | $2.17M | 0.4% | +1.9% | 0.235% | |
3/1/2024 | Creekmur Asset Management LLC | 31,410 | $630K | 0.2% | N/A | 0.071% | |
2/26/2024 | Integrated Advisors Network LLC | 24,210 | $486K | 0.0% | N/A | 0.054% | |
2/26/2024 | Virtu Financial LLC | 32,947 | $661K | 0.1% | N/A | 0.073% | |
2/9/2024 | Advisory Services Network LLC | 45,558 | $914K | 0.0% | -50.6% | 0.101% | |
2/9/2024 | Assetmark Inc. | 5,452 | $109K | 0.0% | N/A | 0.012% | |
2/9/2024 | Corient Private Wealth LLC | 32,586 | $654K | 0.0% | -48.8% | 0.072% | |
2/9/2024 | Wells Fargo & Company MN | 766,418 | $15.37M | 0.0% | -20.6% | 1.705% | |
2/8/2024 | Wealth Advisory Solutions LLC | 55,000 | $1.10M | 0.4% | -50.0% | 0.122% | |
2/7/2024 | Avantax Advisory Services Inc. | 14,484 | $291K | 0.0% | +45.5% | 0.032% | |
2/7/2024 | USA Financial Formulas | 180,514 | $3.62M | 0.6% | +9,025,600.0% | 0.402% | |
2/7/2024 | NBC Securities Inc. | 3,255 | $65K | 0.0% | -29.1% | 0.007% | |
2/7/2024 | BNP Paribas Financial Markets | 46,147 | $926K | 0.0% | +35.9% | 0.103% | |
2/6/2024 | Lincoln National Corp | 13,261 | $266K | 0.0% | -23.6% | 0.030% | |
2/6/2024 | Idaho Trust Bank | 102,657 | $2.06M | 1.2% | -29.4% | 0.228% | |
2/6/2024 | National Bank of Canada FI | 82,829 | $1.65M | 0.0% | -3.0% | 0.184% | |
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad) Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days.
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2/6/2024 | Natixis Advisors L.P. | 231,400 | $4.64M | 0.0% | +9.3% | 0.515% | |
2/5/2024 | MONECO Advisors LLC | 108,366 | $2.17M | 0.4% | +1.9% | 0.241% | |
2/2/2024 | Truist Financial Corp | 23,421 | $470K | 0.0% | -2.6% | 0.052% | |
2/2/2024 | Anfield Capital Management LLC | 55,057 | $1.10M | 0.6% | -43.8% | 0.122% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 22,804 | $457K | 0.1% | N/A | 0.050% | |
1/29/2024 | Perigon Wealth Management LLC | 24,453 | $491K | 0.0% | -9.4% | 0.054% | |
1/25/2024 | Strategic Investment Management LLC | 899,100 | $18.51M | 13.2% | +15.9% | 1.985% | |
1/25/2024 | International Assets Investment Management LLC | 151,032 | $3.03M | 0.0% | N/A | 0.333% | |
1/24/2024 | Arlington Trust Co LLC | 6,250 | $125K | 0.0% | N/A | 0.014% | |
1/24/2024 | International Assets Investment Management LLC | 151,032 | $3.03M | 0.0% | N/A | 0.333% | |