| 12/26/2024 | JPMorgan Chase & Co. | 240,015 | $6.05M | 0.0% | -45.4% | 0.228% | |
| 11/29/2024 | American Trust | 9,952 | $251K | 0.0% | N/A | 0.009% | |
| 11/18/2024 | Sunbelt Securities Inc. | 13,532 | $341K | 0.0% | -2.9% | 0.013% | |
| 11/15/2024 | Peloton Wealth Strategists | 211,050 | $5.32M | 2.1% | -3.9% | 0.200% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 78,200 | $1.97M | 0.0% | +231.1% | 0.074% | |
| 11/15/2024 | Motley Fool Wealth Management LLC | 697,542 | $17.59M | 0.9% | -34.4% | 0.661% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 131,649 | $3.32M | 0.0% | -15.7% | 0.125% | |
| 11/14/2024 | L.M. Kohn & Company | 13,132 | $331K | 0.1% | +30.2% | 0.012% | |
| 11/14/2024 | Captrust Financial Advisors | 1,032,323 | $26.03M | 0.1% | -2.6% | 0.979% | |
| 11/13/2024 | Private Trust Co. NA | 4,610 | $116K | 0.0% | -15.4% | 0.004% | |
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| 11/6/2024 | Valley Wealth Managers Inc. | 73,045 | $1.84M | 0.1% | -1.8% | 0.069% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 66,367 | $1.67M | 0.0% | +15.3% | 0.063% | |
| 11/4/2024 | Kennebec Savings Bank | 1,161 | $29K | 0.0% | N/A | 0.001% | |
| 11/1/2024 | First Fiduciary Investment Counsel Inc. | 79,665 | $2.01M | 0.4% | -4.7% | 0.076% | |
| 11/1/2024 | Leavell Investment Management Inc. | 281,680 | $7.10M | 0.4% | -25.8% | 0.267% | |
| 11/1/2024 | Sonata Capital Group Inc. | 217,730 | $5.49M | 2.3% | N/A | 0.206% | |
| 10/31/2024 | Montecito Bank & Trust | 36,853 | $929K | 0.2% | +61.8% | 0.035% | |
| 10/31/2024 | Spinnaker Trust | 122,998 | $3.10M | 0.2% | -1.2% | 0.117% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 43,731 | $1.10M | 0.1% | -22.5% | 0.041% | |
| 10/29/2024 | Blue Square Asset Management LLC | 39,583 | $998K | 0.5% | +9.4% | 0.038% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 137,462 | $3.47M | 0.0% | -2.0% | 0.130% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 101,740 | $2.57M | 0.5% | -2.1% | 0.096% | |
| 10/29/2024 | Farther Finance Advisors LLC | 23,952 | $604K | 0.0% | +16.8% | 0.023% | |
| 10/25/2024 | Strategic Blueprint LLC | 35,692 | $900K | 0.1% | -33.8% | 0.034% | |
| 10/24/2024 | Arkadios Wealth Advisors | 12,509 | $315K | 0.0% | N/A | 0.012% | |
| 10/23/2024 | Lyell Wealth Management LP | 122,007 | $3.08M | 0.3% | -34.5% | 0.116% | |
| 10/23/2024 | Klaas Financial Asset Advisors LLC | 49,326 | $1.24M | 0.2% | -19.9% | 0.047% | |
| 10/23/2024 | PSI Advisors LLC | 123,360 | $3.11M | 0.9% | -1.3% | 0.117% | |
| 10/16/2024 | Buffington Mohr McNeal | 46,607 | $1.18M | 0.2% | -1.7% | 0.044% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 15,798 | $398K | 0.1% | -4.8% | 0.015% | |
| 10/7/2024 | Bank of New Hampshire | 7,405 | $187K | 0.0% | -12.9% | 0.007% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 105,515 | $2.66M | 0.7% | -11.7% | 0.100% | |
| 8/28/2024 | Farmers National Bank | 55,898 | $1.41M | 0.4% | -0.8% | 0.053% | |
| 8/21/2024 | Heartland Bank & Trust Co | 20,215 | $508K | 0.3% | -2.3% | 0.019% | |
| 8/16/2024 | Sunbelt Securities Inc. | 13,932 | $350K | 0.0% | -14.7% | 0.013% | |
| 8/15/2024 | Peloton Wealth Strategists | 219,550 | $5.52M | 2.3% | -0.5% | 0.208% | |
| 8/13/2024 | Godshalk Welsh Capital Management Inc. | 8,300 | $209K | 0.1% | N/A | 0.008% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 57,582 | $1.45M | 0.0% | -6.1% | 0.055% | |
| 8/8/2024 | Lyell Wealth Management LP | 186,199 | $4.68M | 0.4% | -24.8% | 0.176% | |
| 8/8/2024 | Parallel Advisors LLC | 89,503 | $2.25M | 0.1% | -1.2% | 0.085% | |
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| 8/8/2024 | Valley Wealth Managers Inc. | 74,397 | $1.87M | 0.1% | -0.7% | 0.071% | |
| 8/7/2024 | Dorsey & Whitney Trust CO LLC | 20,000 | $503K | 0.0% | -9.1% | 0.019% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 11,285 | $284K | 0.0% | -10.8% | 0.011% | |
| 7/31/2024 | Spinnaker Trust | 124,538 | $3.13M | 0.2% | +1.2% | 0.118% | |
| 7/31/2024 | Farther Finance Advisors LLC | 20,511 | $514K | 0.0% | +2.0% | 0.019% | |
| 7/30/2024 | Arrow Financial Corp | 492,045 | $12.37M | 1.2% | -1.5% | 0.466% | |
| 7/27/2024 | Strategic Blueprint LLC | 53,939 | $1.36M | 0.1% | -7.2% | 0.051% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 768,089 | $19.30M | 0.1% | -3.6% | 0.728% | |
| 7/25/2024 | Hills Bank & Trust Co | 50,956 | $1.28M | 0.1% | -35.2% | 0.048% | |
| 7/23/2024 | PSI Advisors LLC | 124,987 | $3.14M | 1.0% | +4.7% | 0.118% | |
| 7/23/2024 | Exchange Capital Management Inc. | 75,973 | $1.91M | 0.3% | -0.5% | 0.072% | |
| 7/22/2024 | Horizons Wealth Management | 11,966 | $301K | 0.2% | -7.7% | 0.011% | |
| 7/20/2024 | First Horizon Advisors Inc. | 2,819 | $71K | 0.0% | -41.8% | 0.003% | |
| 7/17/2024 | Montecito Bank & Trust | 22,772 | $572K | 0.1% | +43.0% | 0.022% | |
| 7/17/2024 | Archford Capital Strategies LLC | 91,957 | $2.31M | 0.4% | +4.0% | 0.087% | |
| 7/17/2024 | Leavell Investment Management Inc. | 379,396 | $9.53M | 0.5% | -11.8% | 0.360% | |
| 7/15/2024 | Newman Dignan & Sheerar Inc. | 23,296 | $585K | 0.2% | -85.6% | 0.022% | |
| 7/11/2024 | Buffington Mohr McNeal | 47,429 | $1.19M | 0.2% | +2.6% | 0.045% | |
| 7/10/2024 | Praetorian Wealth Management Inc. | 119,464 | $3.00M | 0.8% | -5.3% | 0.113% | |
| 7/8/2024 | RVW Wealth LLC | 911,041 | $22.89M | 2.3% | +37.9% | 0.864% | |
| 7/2/2024 | GAMMA Investing LLC | 39,909 | $1.00M | 0.1% | +86.4% | 0.038% | |
| 5/21/2024 | Arrow Financial Corp | 499,425 | $12.51M | 1.2% | +1.7% | 0.473% | |
| 5/17/2024 | Heartland Bank & Trust Co | 20,688 | $518K | 0.3% | N/A | 0.020% | |
| 5/17/2024 | Comerica Bank | 33,481 | $839K | 0.0% | -28.4% | 0.032% | |
| 5/16/2024 | Captrust Financial Advisors | 911,313 | $22.83M | 0.1% | +8.7% | 0.864% | |
| 5/14/2024 | InterOcean Capital Group LLC | 921,558 | $23.09M | 0.6% | +3.9% | 0.874% | |
| 5/9/2024 | Dearborn Partners LLC | 21,121 | $529K | 0.0% | +8.6% | 0.020% | |
| 5/8/2024 | Motley Fool Wealth Management LLC | 1,042,766 | $26.12M | 1.3% | +2.5% | 0.977% | |
| 5/4/2024 | Gould Asset Management LLC CA | 32,065 | $803K | 0.2% | +33.6% | 0.030% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 74,905 | $1.88M | 0.1% | -4.9% | 0.070% | |
| 5/3/2024 | United Community Bank | 15,014 | $376K | 0.1% | +11.2% | 0.014% | |
| 5/2/2024 | Horan Securities Inc. | 38,351 | $961K | 0.5% | +4.3% | 0.036% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 139,287 | $3.49M | 0.0% | -3.0% | 0.131% | |
| 5/1/2024 | BNP Paribas Financial Markets | 4,710 | $118K | 0.0% | N/A | 0.004% | |
| 4/25/2024 | L.M. Kohn & Company | 12,986 | $325K | 0.1% | +20.2% | 0.012% | |
| 4/25/2024 | Klaas Financial Asset Advisors LLC | 54,469 | $1.36M | 0.3% | -2.3% | 0.051% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 796,478 | $19.95M | 0.1% | +6.7% | 0.746% | |
| 4/24/2024 | Leavell Investment Management Inc. | 430,028 | $10.77M | 0.6% | -3.9% | 0.403% | |
| 4/24/2024 | PSI Advisors LLC | 119,362 | $2.99M | 1.1% | +54.9% | 0.112% | |
| 4/24/2024 | Archford Capital Strategies LLC | 88,415 | $2.22M | 0.4% | -7.3% | 0.083% | |
| 4/24/2024 | First Fiduciary Investment Counsel Inc. | 90,025 | $2.26M | 0.5% | +1.4% | 0.084% | |
| 4/23/2024 | Strategic Blueprint LLC | 58,102 | $1.46M | 0.1% | -34.0% | 0.054% | |
| 4/18/2024 | Buffington Mohr McNeal | 46,231 | $1.16M | 0.2% | -4.1% | 0.046% | |
| 4/12/2024 | Harbor Investment Advisory LLC | 49,886 | $1.25M | 0.1% | -3.1% | 0.049% | |
| 4/11/2024 | Roble Belko & Company Inc | 35,826 | $897K | 0.2% | +4.2% | 0.036% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 126,186 | $3.16M | 0.8% | -30.6% | 0.125% | |
| 4/9/2024 | Montecito Bank & Trust | 15,919 | $399K | 0.1% | N/A | 0.016% | |
| 4/8/2024 | RVW Wealth LLC | 660,417 | $16.54M | 1.7% | +11.0% | 0.655% | |
| 4/5/2024 | GAMMA Investing LLC | 21,411 | $536K | 0.1% | N/A | 0.021% | |
| 3/29/2024 | Adirondack Trust Co. | 7,168 | $179K | 0.1% | +216.7% | 0.007% | |
A market crash is coming—here’s when (Ad) The stock market cycle I've used to identify the most likely day of the next market crash is the exact same indicator that helped me call the bear market of 2018... the bull market in 2020... the bear market in 2022... the roaring bull markets in 2023 and 2024... and more. I'm convinced it has helped me identify the next big crash too. We are at an important juncture in the markets. Knowing what to do in the months to come is critical. Click here to check out my full write-up. |
| 2/16/2024 | Peloton Wealth Strategists | 220,550 | $5.49M | 2.4% | -6.0% | 0.219% | |
| 2/15/2024 | Comerica Bank | 46,793 | $1.17M | 0.0% | +68.4% | 0.046% | |
| 2/12/2024 | Arrow Financial Corp | 491,045 | $12.23M | 1.3% | +7.2% | 0.487% | |
| 2/12/2024 | Parallel Advisors LLC | 55,773 | $1.39M | 0.0% | +980.9% | 0.055% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 746,546 | $18.60M | 0.1% | +405.2% | 0.740% | |
| 2/9/2024 | InterOcean Capital Group LLC | 886,962 | $22.09M | 0.6% | +25.0% | 0.879% | |
| 2/9/2024 | L.M. Kohn & Company | 10,800 | $269K | 0.1% | +13.7% | 0.011% | |
| 2/8/2024 | Exchange Capital Management Inc. | 76,389 | $1.90M | 0.3% | +116.2% | 0.076% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 143,631 | $3.58M | 0.0% | +0.3% | 0.142% | |
| 2/7/2024 | Horan Securities Inc. | 36,759 | $916K | 0.5% | +1.7% | 0.036% | |
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