8/1/2025 | Cedar Point Capital Partners LLC | 8,539 | $827K | 0.6% | -3.3% | 0.030% | |
8/1/2025 | GWN Securities Inc. | 10,863 | $1.06M | 0.2% | +43.2% | 0.038% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 50,916 | $4.93M | 2.5% | -3.4% | 0.178% | |
8/1/2025 | Envestnet Asset Management Inc. | 304,261 | $29.48M | 0.0% | +191.4% | 1.066% | |
7/30/2025 | Roman Butler Fullerton & Co. | 11,867 | $1.19M | 0.4% | -2.7% | 0.042% | |
7/30/2025 | Retirement Planning Group LLC | 41,653 | $4.04M | 0.2% | +11.3% | 0.146% | |
7/29/2025 | Elevation Capital Advisory LLC | 18,728 | $1.82M | 0.7% | N/A | 0.066% | |
7/29/2025 | Madison Wealth Partners Inc | 40,838 | $3.96M | 0.9% | -2.4% | 0.143% | |
7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 69,828 | $6.77M | 1.2% | -0.6% | 0.245% | |
7/29/2025 | Rodgers & Associates LTD | 17,138 | $1.66M | 0.2% | -4.6% | 0.060% | |
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7/28/2025 | JGP Wealth Management LLC | 3,497 | $339K | 0.0% | +18.6% | 0.012% | |
7/28/2025 | RFG Advisory LLC | 38,839 | $3.76M | 0.1% | -2.7% | 0.136% | |
7/25/2025 | Atria Wealth Solutions Inc. | 30,594 | $2.97M | 0.1% | -0.7% | 0.107% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 7,392 | $716K | 0.0% | +174.8% | 0.026% | |
7/25/2025 | Courage Miller Partners LLC | 5,732 | $555K | 0.2% | -2.9% | 0.020% | |
7/25/2025 | GW Henssler & Associates Ltd. | 7,709 | $747K | 0.0% | +58.0% | 0.027% | |
7/25/2025 | CWM LLC | 67,532 | $6.54M | 0.0% | -1.4% | 0.237% | |
7/25/2025 | Johnson Investment Counsel Inc. | 53,594 | $5.19M | 0.0% | -1.3% | 0.188% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 461,073 | $44.68M | 2.5% | +0.4% | 1.615% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 6,770 | $656K | 0.0% | +100.0% | 0.024% | |
7/24/2025 | Capital Advisors Ltd. LLC | 17,579 | $1.70M | 0.2% | +1.3% | 0.062% | |
7/24/2025 | Edge Financial Advisors LLC | 2,968 | $284K | 0.1% | N/A | 0.010% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 114,106 | $11.06M | 0.1% | -29.0% | 0.400% | |
7/22/2025 | Valpey Financial Services LLC | 4,583 | $444K | 0.3% | N/A | 0.016% | |
7/22/2025 | Merit Financial Group LLC | 55,144 | $5.34M | 0.1% | -1.5% | 0.193% | |
7/22/2025 | Marietta Wealth Management LLC | 71,718 | $6.95M | 0.9% | +0.8% | 0.251% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 7,074 | $685K | 0.0% | N/A | 0.025% | |
7/22/2025 | BridgePort Financial Solutions LLC | 2,468 | $239K | 0.1% | N/A | 0.009% | |
7/22/2025 | Accel Wealth Management | 5,197 | $504K | 0.2% | -2.3% | 0.018% | |
7/21/2025 | Ameritas Advisory Services LLC | 12,417 | $1.20M | 0.1% | -8.2% | 0.043% | |
7/21/2025 | Triad Wealth Partners LLC | 10,835 | $1.05M | 0.2% | N/A | 0.038% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 5,846 | $566K | 0.1% | N/A | 0.020% | |
7/18/2025 | Truist Financial Corp | 16,916 | $1.64M | 0.0% | -40.8% | 0.059% | |
7/17/2025 | White Pine Investment CO | 68,190 | $6.61M | 1.6% | -0.3% | 0.239% | |
7/16/2025 | Kiley Juergens Wealth Management LLC | 148,090 | $14.35M | 3.3% | -0.5% | 0.519% | |
7/16/2025 | Signaturefd LLC | 680 | $66K | 0.0% | N/A | 0.002% | |
7/16/2025 | Paragon Capital Management Ltd | 4,011 | $389K | 0.1% | -2.6% | 0.014% | |
7/16/2025 | Lloyd Advisory Services LLC. | 19,659 | $1.91M | 0.9% | N/A | 0.069% | |
7/16/2025 | New Insight Wealth Advisors | 5,339 | $517K | 0.2% | -2.6% | 0.019% | |
7/15/2025 | North Star Investment Management Corp. | 25,144 | $2.44M | 0.2% | -0.7% | 0.088% | |
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7/15/2025 | McCarthy & Cox | 2,250 | $218K | 0.1% | N/A | 0.008% | |
7/15/2025 | Family Investment Center Inc. | 2,398 | $232K | 0.1% | N/A | 0.008% | |
7/14/2025 | Park Avenue Securities LLC | 52,551 | $5.09M | 0.0% | N/A | 0.184% | |
7/14/2025 | Sowell Financial Services LLC | 2,204 | $214K | 0.0% | -30.2% | 0.008% | |
7/11/2025 | Silver Oak Securities Incorporated | 14,614 | $1.42M | 0.1% | +820.3% | 0.051% | |
7/11/2025 | LongView Wealth Management | 150,177 | $14.55M | 4.4% | +2.0% | 0.526% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 100,967 | $9.84M | 0.0% | +3.0% | 0.354% | |
7/10/2025 | Focus Financial Network Inc. | 43,060 | $4.17M | 0.2% | -5.8% | 0.151% | |
7/9/2025 | Towerpoint Wealth LLC | 16,373 | $1.59M | 0.7% | -6.1% | 0.057% | |
7/9/2025 | Brand Asset Management Group Inc. | 36,164 | $3.50M | 1.3% | -3.7% | 0.127% | |
7/9/2025 | Bowman & Co S.C. | 6,715 | $651K | 0.3% | -11.0% | 0.024% | |
7/7/2025 | Investors Research Corp | 68,045 | $6.59M | 1.3% | +23.3% | 0.240% | |
7/7/2025 | Platt Investment Counsel LLC | 3,000 | $291K | 0.3% | -8.4% | 0.011% | |
7/2/2025 | Dentgroup LLC | 38,243 | $3.71M | 2.6% | -11.6% | 0.136% | |
6/27/2025 | Goldman Sachs Group Inc. | 6,880 | $557K | 0.0% | +11.5% | 0.025% | |
5/21/2025 | Geneos Wealth Management Inc. | 11,203 | $907K | 0.0% | -12.9% | 0.040% | |
5/20/2025 | Focus Partners Wealth | 7,663 | $621K | 0.0% | -3.0% | 0.028% | |
5/19/2025 | SCS Capital Management LLC | 4,575 | $371K | 0.0% | N/A | 0.016% | |
5/16/2025 | Goldman Sachs Group Inc. | 6,880 | $557K | 0.0% | +11.5% | 0.025% | |
5/16/2025 | Jones Financial Companies Lllp | 28,273 | $2.29M | 0.0% | +1,031.4% | 0.102% | |
5/16/2025 | NewEdge Advisors LLC | 9,345 | $757K | 0.0% | -19.4% | 0.034% | |
5/16/2025 | Integrated Wealth Concepts LLC | 9,052 | $733K | 0.0% | -3.4% | 0.033% | |
5/15/2025 | Paragon Private Wealth Management LLC | 8,508 | $689K | 0.3% | N/A | 0.031% | |
5/15/2025 | Royal Bank of Canada | 84,928 | $6.88M | 0.0% | +1.7% | 0.306% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 81,646 | $6.61M | 0.0% | +72.6% | 0.294% | |
5/14/2025 | CW Advisors LLC | 101,111 | $8.20M | 0.1% | N/A | 0.364% | |
5/14/2025 | GM Advisory Group LLC | 87,366 | $7.08M | 0.4% | +381.8% | 0.315% | |
5/14/2025 | Level Four Advisory Services LLC | 71,004 | $5.75M | 0.2% | -1.4% | 0.256% | |
5/13/2025 | Aptus Capital Advisors LLC | 63,411 | $5.14M | 0.1% | -0.9% | 0.229% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 54,796 | $4.44M | 0.0% | -10.2% | 0.197% | |
5/13/2025 | Tyler Stone Wealth Management | 6,315 | $511K | 0.1% | -3.8% | 0.023% | |
5/13/2025 | Raymond James Financial Inc. | 308,228 | $24.96M | 0.0% | +0.8% | 1.111% | |
5/13/2025 | HighTower Advisors LLC | 21,138 | $1.71M | 0.0% | -14.1% | 0.076% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 2,742 | $222K | 0.0% | N/A | 0.010% | |
5/12/2025 | AlphaCore Capital LLC | 2,850 | $231K | 0.0% | N/A | 0.010% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 29,181 | $2.36M | 1.3% | -0.5% | 0.105% | |
5/9/2025 | Wealthspire Advisors LLC | 2,740 | $222K | 0.0% | N/A | 0.010% | |
5/9/2025 | Atria Wealth Solutions Inc. | 30,812 | $2.50M | 0.0% | -55.1% | 0.111% | |
5/9/2025 | Costello Asset Management INC | 1,360 | $110K | 0.0% | N/A | 0.005% | |
5/9/2025 | Clearstead Trust LLC | 506,592 | $41.03M | 9.1% | +4.9% | 1.826% | |
5/9/2025 | Commonwealth Equity Services LLC | 425,461 | $34.46M | 0.0% | +1.4% | 1.533% | |
5/9/2025 | Avalon Trust Co | 1,444 | $117K | 0.0% | N/A | 0.005% | |
5/9/2025 | Cheviot Value Management LLC | 458 | $39K | 0.0% | N/A | 0.002% | |
5/8/2025 | IFG Advisory LLC | 4,153 | $336K | 0.0% | +6.9% | 0.015% | |
5/8/2025 | Wealthquest Corp | 10,151 | $822K | 0.0% | -2.3% | 0.037% | |
5/8/2025 | Arkadios Wealth Advisors | 24,377 | $1.97M | 0.1% | -18.3% | 0.088% | |
5/7/2025 | Woodard & Co. Asset Management Group Inc. ADV | 70,238 | $5.69M | 1.2% | -0.7% | 0.253% | |
5/7/2025 | LPL Financial LLC | 1,421,695 | $115.14M | 0.0% | +0.2% | 5.123% | |
5/6/2025 | Assetmark Inc. | 16,067 | $1.30M | 0.0% | +96.8% | 0.058% | |
5/6/2025 | ANB Bank | 13,701 | $1.11M | 0.5% | -3.6% | 0.049% | |
Wall Street Laughed. Now They're Buying. (Ad) For six months, I’ve been pounding the table on a major gold miner—while Twitter pundits laughed. But now, the company I called “dramatically undervalued” has broken out of a multi-year discount zone. The re-pricing has begun.
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5/6/2025 | Cetera Investment Advisers | 64,531 | $5.23M | 0.0% | -60.8% | 0.233% | |
5/6/2025 | Avantax Advisory Services Inc. | 374,302 | $30.32M | 0.2% | -0.8% | 1.349% | |
5/6/2025 | Kovack Advisors Inc. | 3,648 | $295K | 0.0% | -27.9% | 0.013% | |
5/6/2025 | Pinnacle Associates Ltd. | 8,758 | $709K | 0.0% | +20.6% | 0.032% | |
5/6/2025 | Noesis Capital Mangement Corp | 3,134 | $254K | 0.1% | -32.9% | 0.011% | |
5/6/2025 | AE Wealth Management LLC | 2,044 | $166K | 0.0% | -87.5% | 0.007% | |
5/6/2025 | American Financial & Tax Strategies Inc. | 52,695 | $4.27M | 2.3% | -2.0% | 0.190% | |
5/5/2025 | Kestra Private Wealth Services LLC | 11,191 | $906K | 0.0% | +6.2% | 0.040% | |
5/5/2025 | FAS Wealth Partners Inc. | 585,327 | $47.41M | 3.9% | -1.2% | 2.109% | |
5/5/2025 | Private Advisor Group LLC | 24,776 | $2.01M | 0.0% | -15.5% | 0.089% | |