1/29/2025 | Avestar Capital LLC | 57,306 | $7.11M | 0.6% | +2.3% | 3.371% | |
1/29/2025 | Great Lakes Retirement Inc. | 30,587 | $3.80M | 0.5% | +3.3% | 1.799% | |
1/17/2025 | Atomi Financial Group Inc. | 1,730 | $215K | 0.0% | N/A | 0.102% | |
11/25/2024 | Sanctuary Advisors LLC | 7,073 | $903K | 0.0% | -4.3% | 0.416% | |
11/15/2024 | Jane Street Group LLC | 16,496 | $1.97M | 0.0% | -22.5% | 0.970% | |
11/15/2024 | HighTower Advisors LLC | 12,587 | $1.50M | 0.0% | -1.4% | 0.740% | |
11/13/2024 | Avestar Capital LLC | 56,010 | $6.70M | 0.7% | -0.8% | 3.295% | |
11/12/2024 | Nwam LLC | 3,044 | $364K | 0.0% | N/A | 0.179% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 14,648 | $1.75M | 1.4% | N/A | 0.862% | |
11/1/2024 | Hudson Value Partners LLC | 11,774 | $1.41M | 0.5% | +4.8% | 0.693% | |
|
10/23/2024 | Great Lakes Retirement Inc. | 29,612 | $3.54M | 0.5% | +4.2% | 1.742% | |
10/22/2024 | Private Advisor Group LLC | 16,688 | $2.00M | 0.0% | +7.4% | 0.982% | |
10/2/2024 | American National Bank & Trust | 7,678 | $918K | 0.1% | -4.3% | 0.452% | |
9/5/2024 | Sanctuary Advisors LLC | 7,394 | $786K | 0.0% | N/A | 0.435% | |
8/16/2024 | NewEdge Advisors LLC | 89,092 | $9.85M | 0.1% | +41.3% | 5.241% | |
8/12/2024 | SkyOak Wealth LLC | 13,008 | $1.44M | 0.3% | -11.0% | 0.765% | |
8/5/2024 | Private Advisor Group LLC | 15,545 | $1.72M | 0.0% | +14.9% | 0.914% | |
7/30/2024 | Hantz Financial Services Inc. | 335 | $37K | 0.0% | N/A | 0.020% | |
7/29/2024 | Hudson Value Partners LLC | 11,235 | $1.24M | 0.5% | +4.8% | 0.661% | |
7/23/2024 | American National Bank | 8,019 | $887K | 0.1% | -4.5% | 0.472% | |
7/9/2024 | Mather Group LLC. | 1,500 | $164K | 0.0% | N/A | 0.088% | |
5/9/2024 | Great Lakes Retirement Inc. | 27,142 | $2.97M | 0.4% | +4.2% | 1.597% | |
5/9/2024 | Hudson Value Partners LLC | 10,716 | $1.17M | 0.5% | +10.0% | 0.630% | |
4/30/2024 | Private Advisor Group LLC | 13,526 | $1.48M | 0.0% | +3.2% | 0.796% | |
4/24/2024 | Fulcrum Equity Management | 9,214 | $1.01M | 1.2% | N/A | 0.542% | |
4/10/2024 | American National Bank | 8,399 | $918K | 0.1% | +15.6% | 0.525% | |
2/12/2024 | Avestar Capital LLC | 44,519 | $4.30M | 0.5% | N/A | 2.782% | |
2/12/2024 | Hudson Value Partners LLC | 9,743 | $934K | 0.4% | +6.6% | 0.609% | |
2/8/2024 | American National Bank | 7,265 | $696K | 0.1% | -18.3% | 0.454% | |
2/5/2024 | Mach 1 Financial Group LLC | 2,213 | $212K | 0.1% | -24.0% | 0.138% | |
1/18/2024 | Great Lakes Retirement Inc. | 26,050 | $2.50M | 0.4% | +8.5% | 1.628% | |
11/9/2023 | UBS Group AG | 44,305 | $3.79M | 0.0% | -0.9% | 2.769% | |
11/8/2023 | HighTower Advisors LLC | 15,816 | $1.35M | 0.0% | -3.8% | 0.989% | |
11/8/2023 | Fort Point Capital Partners LLC | 6,748 | $577K | 0.1% | -2.2% | 0.422% | |
11/3/2023 | Private Advisor Group LLC | 13,077 | $1.12M | 0.0% | +4.5% | 0.817% | |
11/2/2023 | Hudson Value Partners LLC | 9,137 | $781K | 0.4% | N/A | 0.571% | |
11/1/2023 | Nwam LLC | 3,328 | $285K | 0.0% | +3.9% | 0.208% | |
10/25/2023 | Intellectus Partners LLC | 4,325 | $370K | 0.1% | -5.5% | 0.270% | |
10/24/2023 | SkyOak Wealth LLC | 14,608 | $1.25M | 0.4% | -3.1% | 0.913% | |
10/17/2023 | Mach 1 Financial Group LLC | 2,911 | $249K | 0.1% | -5.4% | 0.182% | |
Grab This Altcoin Before Trump's Crypto Announcement (Ad) Under-the-Radar Crypto Could Soar Under Trump
Investors in the know could bank HUGE profits!
Click HERE to access this free report |
10/10/2023 | American National Bank | 8,895 | $761K | 0.1% | -2.0% | 0.556% | |
8/14/2023 | Fort Point Capital Partners LLC | 6,898 | $589K | 0.1% | -2.4% | 0.431% | |
8/10/2023 | Nwam LLC | 3,204 | $273K | 0.0% | +18.0% | 0.200% | |
8/9/2023 | Precision Wealth Strategies LLC | 5,861 | $500K | 0.8% | -13.5% | 0.366% | |
8/9/2023 | Coastal Investment Advisors Inc. | 304 | $26K | 0.0% | N/A | 0.019% | |
8/3/2023 | Texas Yale Capital Corp. | 44,303 | $3.78M | 0.2% | -0.5% | 2.769% | |
8/3/2023 | Great Lakes Retirement Inc. | 22,650 | $1.93M | 0.3% | +3.5% | 1.416% | |
8/1/2023 | Cross Staff Investments Inc | 7,298 | $623K | 0.6% | +7.3% | 0.456% | |
7/31/2023 | LPL Financial LLC | 22,862 | $1.95M | 0.0% | -10.7% | 1.429% | |
7/31/2023 | Intellectus Partners LLC | 4,575 | $391K | 0.1% | -10.4% | 0.286% | |
7/28/2023 | Mach 1 Financial Group LLC | 3,077 | $263K | 0.1% | N/A | 0.192% | |
7/20/2023 | SkyOak Wealth LLC | 15,074 | $1.29M | 0.4% | -7.2% | 0.942% | |
7/12/2023 | American National Bank | 9,078 | $775K | 0.1% | -4.6% | 0.567% | |
5/10/2023 | Private Advisor Group LLC | 12,568 | $967K | 0.0% | N/A | 0.739% | |
5/9/2023 | Great Lakes Retirement Inc. | 21,880 | $1.68M | 0.3% | +4.8% | 1.287% | |
5/4/2023 | Precision Wealth Strategies LLC | 6,777 | $522K | 0.8% | -10.0% | 0.399% | |
5/4/2023 | Intellectus Partners LLC | 5,107 | $393K | 0.1% | -3.9% | 0.300% | |
5/2/2023 | SkyOak Wealth LLC | 16,249 | $1.25M | 0.4% | -6.9% | 0.956% | |
4/24/2023 | Ahrens Investment Partners LLC | 32,878 | $2.53M | 1.3% | -4.3% | 1.934% | |
3/7/2023 | Great Lakes Retirement Inc. | 20,874 | $1.45M | 0.4% | N/A | 1.228% | |
2/13/2023 | Texas Yale Capital Corp. | 44,743 | $3.11M | 0.2% | +14.3% | 2.632% | |
2/9/2023 | HighTower Advisors LLC | 17,150 | $1.19M | 0.0% | +2.8% | 1.009% | |
2/9/2023 | Ahrens Investment Partners LLC | 34,355 | $2.39M | 1.1% | +1.4% | 2.021% | |
2/8/2023 | UBS Group AG | 50,903 | $3.53M | 0.0% | -2.8% | 2.994% | |
2/7/2023 | LPL Financial LLC | 26,728 | $1.86M | 0.0% | -7.3% | 1.572% | |
2/7/2023 | IFP Advisors Inc | 13,711 | $784K | 0.0% | -16.9% | 0.807% | |
2/3/2023 | CX Institutional | 99,135 | $6.88M | 0.4% | +20.6% | 5.831% | |
1/26/2023 | SkyOak Wealth LLC | 17,449 | $1.21M | 0.4% | -1.4% | 1.026% | |
1/25/2023 | Fifth Third Bancorp | 500 | $35K | 0.0% | N/A | 0.029% | |
1/10/2023 | American National Bank | 9,442 | $655K | 0.1% | +8.3% | 0.497% | |
11/10/2022 | UBS Group AG | 52,394 | $3.60M | 0.0% | -1.3% | 2.758% | |
11/8/2022 | IFP Advisors Inc | 16,495 | $935K | 0.0% | +3.0% | 0.868% | |
11/8/2022 | Texas Yale Capital Corp. | 39,152 | $2.69M | 0.2% | +1.0% | 2.061% | |
11/8/2022 | Ahrens Investment Partners LLC | 33,878 | $2.33M | 1.2% | -4.4% | 1.783% | |
11/4/2022 | CX Institutional | 82,175 | $5.65M | 0.4% | +272.2% | 4.325% | |
10/27/2022 | Coastal Investment Advisors Inc. | 384 | $26K | 0.0% | N/A | 0.020% | |
10/27/2022 | Prospera Financial Services Inc | 4,218 | $290K | 0.0% | N/A | 0.222% | |
10/25/2022 | Precision Wealth Strategies LLC | 7,654 | $535K | 0.5% | +23.0% | 0.403% | |
10/25/2022 | Raymond James & Associates | 8,195 | $563K | 0.0% | -6.7% | 0.431% | |
10/25/2022 | SkyOak Wealth LLC | 17,691 | $1.22M | 0.4% | -8.8% | 0.931% | |
10/14/2022 | Private Advisor Group LLC | 12,508 | $859K | 0.0% | -2.9% | 0.658% | |
10/5/2022 | American National Bank | 8,719 | $599K | 0.1% | +20.0% | 0.459% | |
8/11/2022 | Wagner Wealth Management LLC | 870 | $61K | 0.0% | N/A | 0.048% | |
8/11/2022 | UBS Group AG | 53,105 | $3.72M | 0.0% | -9.8% | 2.950% | |
8/4/2022 | Evoke Wealth LLC | 3,955 | $277K | 0.0% | N/A | 0.217% | |
8/2/2022 | Ahrens Investment Partners LLC | 35,432 | $2.48M | 1.1% | -19.8% | 1.968% | |
8/2/2022 | CX Institutional | 22,081 | $1.55M | 0.1% | -17.7% | 1.227% | |
7/29/2022 | Cross Staff Investments Inc | 6,542 | $482K | 0.5% | -4.8% | 0.363% | |
7/26/2022 | SkyOak Wealth LLC | 19,391 | $1.36M | 0.5% | -13.4% | 1.077% | |
7/14/2022 | Precision Wealth Strategies LLC | 6,224 | $443K | 0.3% | -47.8% | 0.346% | |
We recommended Palantir in 2021, now we're recommending this... (Ad) Simply put: All the grandiose claims you hear about AI will amount to nothing without one key investment.
That's why I believe the biggest AI gains will NOT come from the "Next NVIDIA"... or some obscure AI startup you've never heard of.
In fact, I'm convinced the biggest gains will come from one company that - at first glance - has nothing to do with AI at all.
It's a Texas-based firm that provides the backbone for the entire $15.7 trillion AI industry. Check out my latest investor briefing by clicking here now >>> |
7/13/2022 | Private Advisor Group LLC | 12,888 | $903K | 0.0% | +5.3% | 0.716% | |
5/11/2022 | L & S Advisors Inc | 4,655 | $429K | 0.1% | -4.3% | 0.242% | |
5/10/2022 | Texas Yale Capital Corp. | 41,800 | $3.86M | 0.2% | -1.3% | 2.171% | |
5/10/2022 | Level Four Advisory Services LLC | 32,308 | $2.98M | 0.2% | -3.1% | 1.678% | |
5/4/2022 | Prospera Financial Services Inc | 3,916 | $361K | 0.0% | +3.6% | 0.201% | |
5/4/2022 | Precision Wealth Strategies LLC | 11,930 | $1.10M | 0.7% | -1.2% | 0.612% | |
4/28/2022 | Ahrens Investment Partners LLC | 44,187 | $4.08M | 1.3% | -8.3% | 2.237% | |
2/19/2022 | Western Pacific Wealth Management LP | 500 | $51K | 0.0% | N/A | 0.024% | |
2/14/2022 | LPL Financial LLC | 62,933 | $6.42M | 0.0% | +10.0% | 2.997% | |
2/14/2022 | Rockefeller Capital Management L.P. | 324 | $33K | 0.0% | -31.1% | 0.015% | |