1/17/2025 | Avior Wealth Management LLC | 748 | $40K | 0.0% | +73.5% | 0.001% | |
1/17/2025 | Janney Montgomery Scott LLC | 895,387 | $48.33M | 0.1% | +2.7% | 1.070% | |
1/17/2025 | Phillips Wealth Planners LLC | 4,354 | $235K | 0.2% | +9.5% | 0.005% | |
1/17/2025 | Magnus Financial Group LLC | 12,572 | $679K | 0.1% | -11.9% | 0.015% | |
1/17/2025 | Finley Financial LLC | 1,005 | $55K | 0.0% | N/A | 0.001% | |
1/17/2025 | ERTS Wealth Advisors LLC | 1,082,780 | $58.45M | 11.0% | +11.6% | 1.294% | |
1/17/2025 | Dakota Wealth Management | 11,785 | $636K | 0.0% | +176.0% | 0.014% | |
1/17/2025 | Atomi Financial Group Inc. | 6,136 | $331K | 0.0% | +38.7% | 0.007% | |
1/16/2025 | Ballentine Partners LLC | 239,846 | $12.95M | 0.2% | -0.6% | 0.287% | |
1/15/2025 | Ameritas Advisory Services LLC | 19,373 | $1.05M | 0.0% | +103.7% | 0.023% | |
|
1/15/2025 | BFI Infinity Ltd. | 5,327 | $288K | 0.3% | N/A | 0.006% | |
1/14/2025 | Connective Portfolio Management LLC | 50,000 | $2.70M | 4.0% | N/A | 0.060% | |
1/14/2025 | Presilium Private Wealth LLC | 73,619 | $3.97M | 0.9% | +19.8% | 0.088% | |
1/14/2025 | Laurel Wealth Advisors LLC | 4,146 | $224K | 0.0% | N/A | 0.005% | |
1/14/2025 | Park Avenue Securities LLC | 138,456 | $7.47M | 0.1% | +2.8% | 0.165% | |
1/14/2025 | Fiduciary Financial Group LLC | 24,248 | $1.31M | 0.3% | -1.9% | 0.029% | |
1/14/2025 | Sharper & Granite LLC | 16,760 | $905K | 0.4% | -3.4% | 0.020% | |
1/13/2025 | Claro Advisors LLC | 17,561 | $948K | 0.1% | -45.6% | 0.021% | |
1/13/2025 | Harbour Capital Advisors LLC | 11,205 | $605K | 0.1% | -10.8% | 0.013% | |
1/13/2025 | Wedmont Private Capital | 9,808 | $529K | 0.0% | +4.6% | 0.012% | |
1/10/2025 | Graypoint LLC | 133,105 | $7.19M | 0.4% | -31.0% | 0.159% | |
12/26/2024 | JPMorgan Chase & Co. | 11,934,673 | $727.18M | 0.1% | -7.0% | 14.259% | |
12/18/2024 | Syntax Research Inc. | 97,480 | $5.94M | 4.0% | +1.0% | 0.116% | |
12/3/2024 | Garde Capital Inc. | 276,531 | $16.85M | 1.1% | -2.0% | 0.330% | |
11/25/2024 | World Investment Advisors LLC | 16,019 | $976K | 0.0% | +7.8% | 0.019% | |
11/25/2024 | Sanctuary Advisors LLC | 35,187 | $2.14M | 0.0% | +42.0% | 0.042% | |
11/19/2024 | Invst LLC | 13,643 | $831K | 0.1% | N/A | 0.016% | |
11/18/2024 | Sunbelt Securities Inc. | 92,999 | $5.67M | 0.6% | +6.8% | 0.111% | |
11/18/2024 | Ashford Capital Management Inc. | 96,945 | $5.91M | 0.7% | -0.5% | 0.116% | |
11/15/2024 | Brophy Wealth Management LLC | 15,766 | $961K | 0.3% | N/A | 0.019% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 9,144 | $557K | 0.0% | N/A | 0.011% | |
11/15/2024 | MML Investors Services LLC | 560,765 | $34.17M | 0.1% | +261.2% | 0.670% | |
11/15/2024 | National Bank of Canada FI | 9,258 | $564K | 0.0% | +3.9% | 0.011% | |
11/15/2024 | Insigneo Advisory Services LLC | 38,531 | $2.35M | 0.2% | -3.4% | 0.046% | |
11/15/2024 | Jane Street Group LLC | 3,349 | $204K | 0.0% | -99.8% | 0.004% | |
11/15/2024 | Stifel Financial Corp | 147,956 | $9.02M | 0.0% | +0.4% | 0.177% | |
11/15/2024 | SageView Advisory Group LLC | 3,290 | $200K | 0.0% | -91.9% | 0.004% | |
11/15/2024 | Motley Fool Wealth Management LLC | 266,817 | $16.26M | 0.8% | -9.3% | 0.319% | |
11/15/2024 | IHT Wealth Management LLC | 33,820 | $2.02M | 0.1% | +110.2% | 0.040% | |
11/15/2024 | HighTower Advisors LLC | 96,435 | $5.88M | 0.0% | +8.0% | 0.115% | |
Do this Before Elon’s Reveal on January 29th (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
11/15/2024 | Ascent Group LLC | 3,438 | $209K | 0.0% | -17.6% | 0.004% | |
11/15/2024 | True Wealth Design LLC | 2,269 | $138K | 0.1% | -9.9% | 0.003% | |
11/14/2024 | Rockefeller Capital Management L.P. | 62,586 | $3.81M | 0.0% | -12.3% | 0.075% | |
11/14/2024 | Fiduciary Trust Co | 83,472 | $5.09M | 0.1% | -7.3% | 0.100% | |
11/13/2024 | Freedom Investment Management Inc. | 27,991 | $1.71M | 0.1% | +158.6% | 0.033% | |
11/13/2024 | FMR LLC | 16,812 | $1.02M | 0.0% | +52.9% | 0.020% | |
11/13/2024 | Fisher Asset Management LLC | 593,681 | $36.17M | 0.0% | -9.4% | 0.709% | |
11/12/2024 | GenTrust LLC | 822,722 | $50.13M | 2.5% | -4.1% | 0.983% | |
11/12/2024 | Stonebrook Private Inc. | 5,991 | $365K | 0.1% | N/A | 0.007% | |
11/12/2024 | Smithfield Trust Co | 347,803 | $21.20M | 1.0% | +0.2% | 0.416% | |
11/8/2024 | Altman Advisors Inc. | 172,551 | $10.51M | 4.7% | +19.1% | 0.206% | |
11/8/2024 | Commerce Bank | 3,963 | $241K | 0.0% | N/A | 0.005% | |
11/8/2024 | Kraft Davis & Associates LLC | 40,946 | $2.34M | 0.7% | -9.7% | 0.049% | |
11/8/2024 | Avior Wealth Management LLC | 431 | $26K | 0.0% | -57.5% | 0.001% | |
11/8/2024 | PNC Financial Services Group Inc. | 36,105 | $2.20M | 0.0% | +9.9% | 0.043% | |
11/8/2024 | Prospera Financial Services Inc | 33,100 | $2.02M | 0.1% | -1.9% | 0.040% | |
11/7/2024 | Pathstone Holdings LLC | 56,284 | $3.43M | 0.0% | +40.4% | 0.067% | |
11/7/2024 | OneAscent Wealth Management LLC | 5,704 | $348K | 0.1% | N/A | 0.007% | |
11/7/2024 | Elm Partners Management LLC | 1,322,765 | $80.60M | 5.6% | +30.9% | 1.580% | |
11/7/2024 | TrinityPoint Wealth LLC | 21,977 | $1.34M | 0.2% | +4.7% | 0.026% | |
11/7/2024 | Thrivent Financial for Lutherans | 39,590 | $2.41M | 0.0% | +579.9% | 0.047% | |
11/7/2024 | Claro Advisors LLC | 32,288 | $1.97M | 0.3% | +196.9% | 0.039% | |
11/6/2024 | Atlanta Consulting Group Advisors LLC | 6,884 | $419K | 0.1% | N/A | 0.008% | |
11/6/2024 | Metis Global Partners LLC | 129,145 | $7.87M | 0.2% | +18.5% | 0.154% | |
11/6/2024 | Endowment Wealth Management Inc. | 13,356 | $814K | 0.5% | +17.8% | 0.016% | |
11/5/2024 | Victory Capital Management Inc. | 300,826 | $18.33M | 0.0% | +2.8% | 0.359% | |
11/5/2024 | Private Wealth Advisors LLC | 110,068 | $6.63M | 2.5% | +9.1% | 0.132% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 152,547 | $9.30M | 0.1% | -0.4% | 0.182% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 19,105 | $1.16M | 0.1% | -1.4% | 0.023% | |
11/5/2024 | Apollon Wealth Management LLC | 7,000 | $427K | 0.0% | -12.5% | 0.008% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 9,674 | $589K | 0.5% | N/A | 0.012% | |
11/4/2024 | Sigma Planning Corp | 4,387 | $267K | 0.0% | +13.8% | 0.005% | |
11/1/2024 | Atria Investments Inc | 18,716 | $1.14M | 0.0% | +1.7% | 0.022% | |
11/1/2024 | Assetmark Inc. | 1,730,647 | $105.45M | 0.3% | -2.4% | 2.068% | |
11/1/2024 | AIA Group Ltd | 580,880 | $35.39M | 0.9% | +9.5% | 0.694% | |
10/31/2024 | TFB Advisors LLC | 8,095 | $493K | 0.1% | -6.1% | 0.010% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 23,420 | $1.43M | 0.3% | -6.3% | 0.028% | |
10/31/2024 | Graypoint LLC | 193,002 | $11.76M | 0.8% | -3.3% | 0.231% | |
10/31/2024 | LGT Financial Advisors LLC | 441 | $27K | 0.1% | +673.7% | 0.001% | |
10/31/2024 | Consilium Wealth Advisory LLC | 104,849 | $6.39M | 3.5% | -0.9% | 0.125% | |
10/31/2024 | Family Asset Management LLC | 51,283 | $3.13M | 1.9% | +96.2% | 0.061% | |
10/30/2024 | United Advisor Group LLC | 3,969 | $242K | 0.1% | N/A | 0.005% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 186,417 | $11.36M | 4.8% | -0.9% | 0.223% | |
10/29/2024 | Janney Montgomery Scott LLC | 871,991 | $53.13M | 0.1% | -1.6% | 1.042% | |
10/29/2024 | Conservest Capital Advisors Inc. | 25,812 | $1.49M | 0.2% | +10.9% | 0.031% | |
10/28/2024 | Americana Partners LLC | 547,771 | $33.38M | 2.3% | +9.1% | 0.654% | |
10/28/2024 | Penobscot Wealth Management | 29,844 | $1.82M | 1.0% | +7.6% | 0.036% | |
10/28/2024 | Stephens Inc. AR | 9,946 | $606K | 0.0% | -21.9% | 0.012% | |
10/28/2024 | Rosenberg Matthew Hamilton | 8,002 | $488K | 0.1% | +4.7% | 0.010% | |
10/28/2024 | US Bancorp DE | 49,832 | $3.04M | 0.0% | -0.6% | 0.060% | |
Do this Before Elon’s Reveal on January 29th (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
10/25/2024 | WestEnd Advisors LLC | 865,406 | $52.73M | 1.3% | +2.2% | 1.034% | |
10/25/2024 | Strategic Blueprint LLC | 4,936 | $301K | 0.0% | N/A | 0.006% | |
10/24/2024 | Richardson Financial Services Inc. | 29,723 | $1.69M | 1.1% | +1.3% | 0.036% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 32,679 | $1.99M | 0.0% | +347.0% | 0.039% | |
10/24/2024 | Viewpoint Capital Management LLC | 16,050 | $987K | 0.6% | +6.6% | 0.019% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 1,861,893 | $114.49M | 0.5% | -1.7% | 2.224% | |
10/23/2024 | Osborne Partners Capital Management LLC | 5,660 | $345K | 0.0% | -3.6% | 0.007% | |
10/23/2024 | Allworth Financial LP | 1,787 | $109K | 0.0% | -10.3% | 0.002% | |
10/23/2024 | Ballentine Partners LLC | 241,190 | $14.70M | 0.3% | -0.5% | 0.288% | |
10/23/2024 | Element Wealth LLC | 25,016 | $1.52M | 0.8% | +4.3% | 0.030% | |