4/17/2025 | Patton Fund Management Inc. | 70,735 | $1.61M | 0.4% | -9.2% | 0.153% | |
4/17/2025 | Inscription Capital LLC | 242,252 | $5.34M | 0.9% | N/A | 0.523% | |
4/17/2025 | Breakwater Investment Management | 19,885 | $453K | 0.2% | -26.2% | 0.043% | |
4/9/2025 | NBC Securities Inc. | 2,160 | $49K | 0.0% | +107,900.0% | 0.005% | |
4/4/2025 | Quent Capital LLC | 554,181 | $12.62M | 1.3% | +9.4% | 1.197% | |
2/21/2025 | Aurdan Capital Management LLC | 10,550 | $230K | 0.1% | N/A | 0.022% | |
2/18/2025 | Sunbelt Securities Inc. | 2,331 | $50K | 0.0% | N/A | 0.005% | |
2/17/2025 | Deutsche Bank AG | 645,356 | $14.05M | 0.0% | +130.2% | 1.383% | |
2/17/2025 | Cetera Investment Advisers | 11,300 | $246K | 0.0% | -16.9% | 0.024% | |
2/17/2025 | Bank of America Corp DE | 431,399 | $9.39M | 0.0% | -49.9% | 0.925% | |
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2/17/2025 | Ameriprise Financial Inc. | 17,392 | $379K | 0.0% | -73.2% | 0.037% | |
2/14/2025 | Stifel Financial Corp | 45,507 | $991K | 0.0% | +8.7% | 0.098% | |
2/14/2025 | Generation Capital Management LLC | 48,635 | $1.06M | 0.9% | N/A | 0.104% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 1,414 | $28K | 0.0% | N/A | 0.003% | |
2/13/2025 | First Commonwealth Financial Corp PA | 11,675 | $254K | 0.1% | -15.8% | 0.025% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 11,787 | $257K | 0.3% | N/A | 0.025% | |
2/13/2025 | M Holdings Securities Inc. | 69,664 | $1.52M | 0.2% | +52.3% | 0.149% | |
2/13/2025 | Mariner LLC | 40,028 | $871K | 0.0% | -5.5% | 0.086% | |
2/13/2025 | Scotia Capital Inc. | 59,483 | $1.30M | 0.0% | +5.2% | 0.128% | |
2/13/2025 | F M Investments LLC | 26,166 | $570K | 0.0% | -50.0% | 0.056% | |
2/13/2025 | Raymond James Financial Inc. | 49,811 | $1.08M | 0.0% | N/A | 0.107% | |
2/13/2025 | Advisory Services Network LLC | 41,602 | $906K | 0.0% | -55.4% | 0.089% | |
2/13/2025 | Bank of Montreal Can | 16,199 | $353K | 0.0% | -27.2% | 0.035% | |
2/13/2025 | Envestnet Asset Management Inc. | 52,702 | $1.15M | 0.0% | -54.5% | 0.113% | |
2/13/2025 | Wells Fargo & Company MN | 491,478 | $10.70M | 0.0% | -10.0% | 1.054% | |
2/12/2025 | OneAscent Financial Services LLC | 51,785 | $1.13M | 0.1% | N/A | 0.111% | |
2/12/2025 | National Bank of Canada FI | 74,273 | $1.62M | 0.0% | -0.6% | 0.159% | |
2/12/2025 | JPMorgan Chase & Co. | 24,983 | $544K | 0.0% | -2.5% | 0.054% | |
2/11/2025 | LPL Financial LLC | 86,816 | $1.89M | 0.0% | +148.1% | 0.186% | |
2/11/2025 | M Holdings Securities Inc. | 1,517 | $33K | 0.0% | -96.7% | 0.003% | |
2/10/2025 | Corient Private Wealth LLC | 13,812 | $301K | 0.0% | -27.5% | 0.030% | |
2/10/2025 | Commonwealth Equity Services LLC | 40,231 | $876K | 0.0% | +234.1% | 0.086% | |
2/10/2025 | Avantax Advisory Services Inc. | 20,960 | $456K | 0.0% | +14.7% | 0.045% | |
2/7/2025 | HighTower Advisors LLC | 55,914 | $1.22M | 0.0% | -4.0% | 0.120% | |
2/7/2025 | Moors & Cabot Inc. | 36,428 | $793K | 0.0% | +6.4% | 0.078% | |
2/7/2025 | Amundi | 5,300 | $117K | 0.0% | +20.5% | 0.011% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,170 | $47K | 0.0% | -23.3% | 0.005% | |
2/6/2025 | Raymond James Financial Inc. | 49,811 | $1.08M | 0.0% | N/A | 0.107% | |
2/6/2025 | Assetmark Inc. | 30,758 | $670K | 0.0% | +164.3% | 0.066% | |
2/6/2025 | Schechter Investment Advisors LLC | 144,772 | $3.15M | 0.2% | -6.6% | 0.311% | |
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2/5/2025 | US Bancorp DE | 15,479 | $337K | 0.0% | +107.6% | 0.033% | |
2/4/2025 | Bank of New York Mellon Corp | 202,005 | $4.40M | 0.0% | -11.7% | 0.434% | |
1/31/2025 | Atria Wealth Solutions Inc. | 26,600 | $579K | 0.0% | -21.9% | 0.057% | |
1/30/2025 | Allworth Financial LP | 1,753 | $40K | 0.0% | N/A | 0.004% | |
1/30/2025 | Red Cedar Investment Management LLC | 193,083 | $4.20M | 0.5% | -5.8% | 0.417% | |
1/30/2025 | DT Investment Partners LLC | 174,508 | $3.80M | 0.3% | -1.5% | 0.377% | |
1/29/2025 | Avestar Capital LLC | 20,750 | $452K | 0.0% | N/A | 0.045% | |
1/29/2025 | Quent Capital LLC | 506,523 | $11.03M | 1.1% | +28.6% | 1.093% | |
1/29/2025 | Sovran Advisors LLC | 141,014 | $3.22M | 0.5% | N/A | 0.304% | |
1/28/2025 | Golden State Wealth Management LLC | 4,279 | $93K | 0.0% | N/A | 0.009% | |
1/23/2025 | Synergy Asset Management LLC | 3,801 | $80K | 0.0% | N/A | 0.008% | |
1/23/2025 | Patton Fund Management Inc. | 77,887 | $1.70M | 0.3% | -7.1% | 0.168% | |
1/23/2025 | Sumitomo Life Insurance Co. | 1,596,278 | $34.75M | 0.7% | N/A | 3.444% | |
1/22/2025 | Heartland Bank & Trust Co | 295,895 | $6.44M | 3.5% | +2,752.5% | 0.638% | |
1/22/2025 | PFG Investments LLC | 53,026 | $1.15M | 0.1% | +2.0% | 0.114% | |
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% | |
Real Americans Don’t Wait on Wall Street’s Next Move (Ad) What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart.
Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs.
And you don't have to stand by while Wall Street plays roulette with your future. The Golden Path to Retirement gives you the whole story. |
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% | |
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% | |