11/18/2024 | TD Private Client Wealth LLC | 869 | $47K | 0.0% | -50.7% | 0.002% | |
11/18/2024 | Sunbelt Securities Inc. | 11,660 | $625K | 0.1% | +235.5% | 0.026% | |
11/18/2024 | Mittelman Wealth Management | 361,689 | $19.38M | 11.0% | N/A | 0.820% | |
11/14/2024 | Flow Traders U.S. LLC | 27,546 | $1.48M | 0.1% | N/A | 0.062% | |
11/6/2024 | NYL Investors LLC | 372,500 | $19.96M | 1.3% | +0.7% | 0.845% | |
11/5/2024 | FDx Advisors Inc. | 16,635 | $891K | 0.2% | -9.5% | 0.038% | |
|
10/29/2024 | Janney Montgomery Scott LLC | 252,046 | $13.51M | 0.0% | -8.2% | 0.572% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 204,719 | $10.97M | 1.9% | +0.8% | 0.464% | |
10/21/2024 | Carolina Wealth Advisors LLC | 128,476 | $6.89M | 3.5% | -2.1% | 0.291% | |
8/28/2024 | RiverFront Investment Group LLC | 1,581,003 | $79.11M | 2.1% | +29.5% | 3.585% | |
8/16/2024 | Sunbelt Securities Inc. | 3,475 | $174K | 0.0% | -5.4% | 0.008% | |
8/7/2024 | Vantage Financial Partners LLC | 9,249 | $463K | 0.1% | N/A | 0.021% | |
8/2/2024 | FDx Advisors Inc. | 18,388 | $920K | 0.3% | -1.9% | 0.042% | |
7/29/2024 | Arkadios Wealth Advisors | 4,585 | $229K | 0.0% | N/A | 0.010% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 50,708 | $2.54M | 0.0% | -55.9% | 0.115% | |
7/26/2024 | SlateStone Wealth LLC | 158,236 | $7.92M | 0.9% | -7.2% | 0.359% | |
7/26/2024 | Bank of New York Mellon Corp | 310,542 | $15.54M | 0.0% | -0.3% | 0.704% | |
7/12/2024 | Carolina Wealth Advisors LLC | 131,194 | $6.57M | 3.2% | +6.2% | 0.297% | |
7/11/2024 | Strategic Advocates LLC | 6,258 | $313K | 0.1% | -71.2% | 0.014% | |
5/17/2024 | Comerica Bank | 14,035 | $723K | 0.0% | +11.3% | 0.032% | |
5/14/2024 | Payden & Rygel Investment Group | 72,080 | $3.71M | 0.2% | N/A | 0.163% | |
5/11/2024 | NYL Investors LLC | 365,400 | $18.82M | 0.7% | +0.2% | 0.829% | |
5/10/2024 | Allstate Corp | 170,873 | $8.80M | 0.6% | +377.6% | 0.387% | |
5/4/2024 | Richardson Financial Services Inc. | 2,876 | $148K | 0.1% | -11.3% | 0.006% | |
5/3/2024 | FDx Advisors Inc. | 18,744 | $966K | 0.1% | -1.3% | 0.042% | |
5/2/2024 | RiverFront Investment Group LLC | 1,221,286 | $62.91M | 1.8% | +13.6% | 2.726% | |
5/2/2024 | BNP Paribas | 705,621 | $36.35M | 1.7% | N/A | 1.575% | |
5/1/2024 | Janney Montgomery Scott LLC | 252,666 | $13.02M | 0.0% | +4.2% | 0.564% | |
4/26/2024 | SlateStone Wealth LLC | 170,538 | $8.78M | 0.9% | -0.3% | 0.381% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 186,287 | $9.60M | 1.9% | +1.5% | 0.416% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 114,888 | $5.92M | 0.0% | +689.4% | 0.256% | |
4/18/2024 | Park Place Capital Corp | 1,088 | $56K | 0.0% | -50.0% | 0.003% | |
4/5/2024 | Carolina Wealth Advisors LLC | 123,528 | $6.36M | 3.4% | +5.4% | 0.313% | |
4/3/2024 | Strategic Advocates LLC | 21,702 | $1.12M | 0.4% | -85.0% | 0.055% | |
3/4/2024 | Richardson Financial Services Inc. | 3,244 | $171K | 0.1% | N/A | 0.008% | |
2/12/2024 | NYL Investors LLC | 364,800 | $19.22M | 0.8% | -45.3% | 0.924% | |
2/8/2024 | Janney Montgomery Scott LLC | 242,402 | $12.77M | 0.0% | +5.4% | 0.614% | |
2/7/2024 | Strategic Advocates LLC | 144,674 | $7.62M | 3.2% | -36.4% | 0.366% | |
2/5/2024 | RiverFront Investment Group LLC | 1,074,816 | $56.63M | 1.8% | +9.5% | 2.721% | |
2/1/2024 | SlateStone Wealth LLC | 170,987 | $9.01M | 1.2% | -5.3% | 0.433% | |
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad) This isn't just another investment.
It might be the last retirement stock you'll ever need.
But this window of opportunity is closing fast. Click here for the ticker >>> |
1/31/2024 | Naples Money Management LLC | 500 | $26K | 0.0% | N/A | 0.001% | |
1/30/2024 | Crescent Grove Advisors LLC | 4,641 | $245K | 0.0% | N/A | 0.012% | |
1/23/2024 | Carolina Wealth Advisors LLC | 117,200 | $6.18M | 3.2% | +0.6% | 0.297% | |
1/18/2024 | Meadow Creek Wealth Advisors LLC | 6,564 | $346K | 0.3% | N/A | 0.017% | |
1/8/2024 | Horizons Wealth Management | 3,492 | $184K | 0.1% | -49.8% | 0.009% | |
12/11/2023 | Sunbelt Securities Inc. | 3,795 | $179K | 0.0% | -17.4% | 0.010% | |
11/13/2023 | Allstate Corp | 35,774 | $1.69M | 0.1% | -7.1% | 0.091% | |
11/13/2023 | NYL Investors LLC | 667,400 | $31.46M | 1.3% | +1.7% | 1.690% | |
11/8/2023 | Janney Montgomery Scott LLC | 229,903 | $10.84M | 0.0% | +66.0% | 0.582% | |
11/7/2023 | RiverFront Investment Group LLC | 981,400 | $46.26M | 1.6% | +137.4% | 2.485% | |
11/2/2023 | FDx Advisors Inc. | 20,159 | $950K | 0.1% | -6.7% | 0.051% | |
10/26/2023 | NBT Bank N A NY | 9,435 | $445K | 0.0% | +52.1% | 0.024% | |
10/24/2023 | Bank of New York Mellon Corp | 103,557 | $4.88M | 0.0% | +1,261.5% | 0.262% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 15,013 | $708K | 0.0% | -54.3% | 0.038% | |
10/17/2023 | Carolina Wealth Advisors LLC | 116,521 | $5.49M | 3.1% | +8.8% | 0.295% | |
10/12/2023 | Horizons Wealth Management | 6,953 | $328K | 0.2% | -4.5% | 0.018% | |
10/12/2023 | SlateStone Wealth LLC | 180,609 | $8.51M | 1.2% | +17.2% | 0.457% | |
8/7/2023 | SlateStone Wealth LLC | 154,113 | $7.95M | 1.5% | N/A | 0.409% | |
8/1/2023 | RiverFront Investment Group LLC | 413,309 | $21.31M | 0.7% | +120.1% | 1.096% | |
7/31/2023 | Wayfinding Financial LLC | 6,392 | $326K | 0.2% | +7.0% | 0.017% | |
7/26/2023 | Janney Montgomery Scott LLC | 138,523 | $7.14M | 0.0% | +132.7% | 0.367% | |
7/24/2023 | NBT Bank N A NY | 6,205 | $320K | 0.0% | N/A | 0.016% | |
7/17/2023 | Carolina Wealth Advisors LLC | 107,136 | $5.52M | 3.3% | -0.4% | 0.284% | |
7/17/2023 | FDx Advisors Inc. | 21,606 | $1.11M | 0.1% | -61.9% | 0.057% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 32,878 | $1.70M | 0.0% | +38.3% | 0.087% | |
7/7/2023 | Agilis Partners LLC | 209,283 | $10.79M | 4.2% | +50.5% | 0.634% | |
7/3/2023 | Horizons Wealth Management | 7,281 | $375K | 0.3% | -3.6% | 0.022% | |
5/11/2023 | NYL Investors LLC | 652,300 | $34.17M | 2.1% | +0.5% | 2.058% | |
5/9/2023 | US Bancorp DE | 13,150 | $689K | 0.0% | +1,222.9% | 0.041% | |
5/5/2023 | Assetmark Inc. | 344,648 | $18.06M | 0.1% | -13.3% | 1.087% | |
5/5/2023 | Wayfinding Financial LLC | 5,976 | $313K | 0.2% | N/A | 0.019% | |
5/1/2023 | Agilis Partners LLC | 139,070 | $7.29M | 3.2% | -0.8% | 0.439% | |
4/28/2023 | Janney Montgomery Scott LLC | 59,518 | $3.12M | 0.0% | -2.1% | 0.188% | |
4/26/2023 | James Investment Research Inc. | 1,124 | $59K | 0.0% | +340.8% | 0.004% | |
4/14/2023 | Carolina Wealth Advisors LLC | 107,567 | $5.64M | 3.3% | +3.8% | 0.339% | |
4/6/2023 | Horizons Wealth Management | 7,550 | $396K | 0.3% | -27.1% | 0.025% | |
3/6/2023 | OLD Mission Capital LLC | 34,990 | $1.74M | 0.0% | N/A | 0.114% | |
2/10/2023 | CoreCap Advisors LLC | 671 | $33K | 0.0% | N/A | 0.002% | |
2/10/2023 | FDx Advisors Inc. | 56,676 | $2.82M | 0.1% | +19.2% | 0.185% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 8,766 | $436K | 0.0% | -87.1% | 0.029% | |
2/6/2023 | Agilis Partners LLC | 140,256 | $6.98M | 3.2% | -17.2% | 0.457% | |
2/2/2023 | SG Americas Securities LLC | 3,500 | $174K | 0.0% | -96.5% | 0.011% | |
2/1/2023 | Janney Montgomery Scott LLC | 60,787 | $3.03M | 0.0% | +426.9% | 0.198% | |
1/20/2023 | Miracle Mile Advisors LLC | 265,563 | $13.22M | 0.5% | -21.1% | 0.843% | |
1/10/2023 | Carolina Wealth Advisors LLC | 103,652 | $5.16M | 3.3% | +36.2% | 0.349% | |
11/10/2022 | FDx Advisors Inc. | 47,543 | $2.29M | 0.1% | +1.8% | 0.176% | |
11/10/2022 | Connectus Wealth LLC | 371,687 | $17.95M | 0.4% | +183.3% | 1.377% | |
11/9/2022 | NYL Investors LLC | 591,900 | $28.55M | 3.3% | +1.9% | 2.192% | |
11/9/2022 | ShoreHaven Wealth Partners LLC | 41,487 | $2M | 1.5% | +71.6% | 0.154% | |
11/8/2022 | Advisors Asset Management Inc. | 4,251 | $205K | 0.0% | -25.6% | 0.016% | |
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad) This isn't just another investment.
It might be the last retirement stock you'll ever need.
But this window of opportunity is closing fast. Click here for the ticker >>> |
11/8/2022 | Strategic Blueprint LLC | 4,468 | $215K | 0.0% | -15.2% | 0.017% | |
11/4/2022 | Agilis Partners LLC | 169,296 | $8.17M | 5.1% | +77.4% | 0.627% | |
10/31/2022 | SG Americas Securities LLC | 100,200 | $4.83M | 0.1% | N/A | 0.362% | |
10/27/2022 | US Bancorp DE | 2,009 | $97K | 0.0% | -25.2% | 0.007% | |
10/25/2022 | Janney Montgomery Scott LLC | 11,537 | $556K | 0.0% | -7.8% | 0.042% | |
10/24/2022 | Miracle Mile Advisors LLC | 336,746 | $16.24M | 0.8% | +1.2% | 1.216% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 68,170 | $3.29M | 0.0% | +17.9% | 0.242% | |
10/14/2022 | Carolina Wealth Advisors LLC | 76,080 | $3.67M | 2.9% | +2.6% | 0.270% | |
8/19/2022 | Horizons Wealth Management | 10,484 | $576K | 0.5% | N/A | 0.042% | |
8/15/2022 | PFS Investments Inc. | 207,414 | $11.06M | 0.2% | N/A | 0.830% | |