4/24/2025 | Patron Partners LLC | 14,463 | $270K | 0.1% | -8.8% | 0.056% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,372 | $268K | 0.0% | -12.8% | 0.055% | |
2/17/2025 | Captrust Financial Advisors | 44,269 | $785K | 0.0% | -6.6% | 0.122% | |
2/17/2025 | Cary Street Partners Financial LLC | 21,024 | $373K | 0.0% | N/A | 0.058% | |
2/4/2025 | Bank of New York Mellon Corp | 22,797 | $404K | 0.0% | -10.0% | 0.063% | |
2/3/2025 | Transcend Capital Advisors LLC | 59,048 | $1.05M | 0.1% | -5.0% | 0.163% | |
1/17/2025 | Janney Montgomery Scott LLC | 16,479 | $292K | 0.0% | -74.8% | 0.045% | |
1/10/2025 | Lowe Wealth Advisors LLC | 6,700 | $119K | 0.1% | -20.7% | 0.018% | |
12/26/2024 | JPMorgan Chase & Co. | 13,712 | $264K | 0.0% | +846.3% | 0.038% | |
11/14/2024 | L.M. Kohn & Company | 19,279 | $371K | 0.1% | N/A | 0.053% | |
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11/14/2024 | Flow Traders U.S. LLC | 24,820 | $478K | 0.0% | -34.8% | 0.068% | |
11/14/2024 | Captrust Financial Advisors | 47,387 | $912K | 0.0% | -88.5% | 0.131% | |
11/13/2024 | Private Trust Co. NA | 12,451 | $240K | 0.0% | N/A | 0.034% | |
10/30/2024 | United Advisor Group LLC | 30,862 | $594K | 0.1% | N/A | 0.085% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 56,130 | $1.08M | 0.1% | +1.3% | 0.155% | |
10/29/2024 | Janney Montgomery Scott LLC | 65,425 | $1.26M | 0.0% | +248.5% | 0.180% | |
8/13/2024 | Summit Trail Advisors LLC | 27,643 | $512K | 0.0% | -14.8% | 0.076% | |
7/26/2024 | Bank of New York Mellon Corp | 27,393 | $507K | 0.0% | -23.0% | 0.075% | |
7/2/2024 | Transcend Capital Advisors LLC | 64,212 | $1.19M | 0.1% | -1.4% | 0.177% | |
5/3/2024 | Patron Partners LLC | 16,181 | $306K | 0.2% | -7.7% | 0.046% | |
5/1/2024 | Janney Montgomery Scott LLC | 28,832 | $546K | 0.0% | -28.3% | 0.081% | |
4/26/2024 | SlateStone Wealth LLC | 10,363 | $196K | 0.0% | -8.3% | 0.029% | |
4/9/2024 | Lowe Wealth Advisors LLC | 8,200 | $155K | 0.1% | -61.6% | 0.023% | |
3/5/2024 | Fisher Asset Management LLC | 13,348 | $276K | 0.0% | +16.1% | 0.038% | |
2/13/2024 | Poehling Capital Management INC. | 14,319 | $296K | 0.1% | -79.4% | 0.041% | |
2/8/2024 | Janney Montgomery Scott LLC | 40,216 | $832K | 0.0% | -58.5% | 0.114% | |
2/6/2024 | Natixis Advisors L.P. | 37,425 | $773K | 0.0% | -3.2% | 0.106% | |
2/6/2024 | Fisher Asset Management LLC | 13,348 | $276K | 0.0% | +16.1% | 0.038% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 56,180 | $1.16M | 0.2% | +12.3% | 0.159% | |
2/5/2024 | Transcend Capital Advisors LLC | 67,593 | $1.40M | 0.1% | -7.9% | 0.191% | |
1/24/2024 | Private Trust Co. NA | 1,500 | $31K | 0.0% | N/A | 0.004% | |
11/13/2023 | Natixis Advisors L.P. | 38,662 | $795K | 0.0% | +28.5% | 0.110% | |
11/8/2023 | Janney Montgomery Scott LLC | 96,797 | $1.99M | 0.0% | +52.3% | 0.274% | |
11/7/2023 | Patron Partners LLC | 17,541 | $361K | 0.3% | N/A | 0.050% | |
10/24/2023 | Bank of New York Mellon Corp | 43,679 | $898K | 0.0% | N/A | 0.124% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 3,199 | $66K | 0.0% | -39.5% | 0.009% | |
10/12/2023 | SlateStone Wealth LLC | 11,297 | $232K | 0.0% | -10.7% | 0.032% | |
8/15/2023 | Poehling Capital Management INC. | 69,727 | $1.44M | 0.5% | +1.7% | 0.198% | |
8/7/2023 | SlateStone Wealth LLC | 12,654 | $260K | 0.0% | N/A | 0.036% | |
7/31/2023 | WealthPLAN Partners LLC | 16,708 | $344K | 0.0% | -88.3% | 0.047% | |
URGENT: Someone's Moving Gold Out of London... (Ad) People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong…
They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.  Go here to learn about my Top Four picks for the coming bull mania. |
7/26/2023 | Janney Montgomery Scott LLC | 63,565 | $1.31M | 0.0% | -22.1% | 0.178% | |
7/25/2023 | WealthPlan Investment Management LLC | 20,158 | $4.00M | 1.0% | -45.2% | 0.056% | |
7/13/2023 | Sugarloaf Wealth Management LLC | 47,901 | $986K | 0.2% | -43.9% | 0.134% | |
7/7/2023 | Lowe Wealth Advisors LLC | 21,415 | $441K | 0.2% | -3.4% | 0.060% | |
6/1/2023 | ORG Partners LLC | 11,560 | $263K | 0.1% | N/A | 0.033% | |
5/11/2023 | Natixis Advisors L.P. | 27,354 | $621K | 0.0% | +80.7% | 0.079% | |
5/10/2023 | WealthPLAN Partners LLC | 143,116 | $3.25M | 0.4% | -31.8% | 0.412% | |
5/9/2023 | US Bancorp DE | 452,241 | $10.28M | 0.0% | -19.2% | 1.303% | |
5/8/2023 | WealthPlan Investment Management LLC | 36,755 | $835K | 0.1% | -82.5% | 0.106% | |
5/5/2023 | Silver Oak Securities Incorporated | 21,968 | $520K | 0.1% | N/A | 0.063% | |
5/4/2023 | AlphaMark Advisors LLC | 1,600 | $36K | 0.0% | -71.2% | 0.005% | |
4/28/2023 | Janney Montgomery Scott LLC | 81,584 | $1.85M | 0.0% | -16.5% | 0.235% | |
4/26/2023 | Sugarloaf Wealth Management LLC | 85,451 | $1.94M | 0.5% | +854,410.0% | 0.246% | |
4/13/2023 | Leavell Investment Management Inc. | 169,490 | $3.85M | 0.3% | -11.8% | 0.488% | |
4/12/2023 | Worth Asset Management LLC | 12,312 | $280K | 0.2% | N/A | 0.035% | |
4/5/2023 | Lowe Wealth Advisors LLC | 22,165 | $504K | 0.3% | -14.3% | 0.053% | |
3/6/2023 | OLD Mission Capital LLC | 6,604 | $149K | 0.0% | N/A | 0.016% | |
2/13/2023 | JPMorgan Chase & Co. | 2,147,741 | $48.56M | 0.0% | +46,478.6% | 5.102% | |
2/13/2023 | Poehling Capital Management INC. | 63,338 | $1.43M | 0.5% | -38.0% | 0.150% | |
2/7/2023 | Summit Trail Advisors LLC | 373,387 | $8.44M | 0.4% | -47.0% | 0.887% | |
2/1/2023 | SlateStone Wealth LLC | 13,405 | $303K | 0.1% | -25.1% | 0.032% | |
2/1/2023 | Janney Capital Management LLC | 941,668 | $21.29M | 1.5% | -1.2% | 2.237% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 1,483 | $34K | 0.0% | -25.7% | 0.004% | |
2/1/2023 | Janney Montgomery Scott LLC | 97,691 | $2.21M | 0.0% | -45.0% | 0.232% | |
1/27/2023 | Natixis Advisors L.P. | 15,138 | $342K | 0.0% | +37.8% | 0.036% | |
1/17/2023 | Lowe Wealth Advisors LLC | 25,855 | $585K | 0.3% | -11.3% | 0.062% | |
1/17/2023 | Leavell Investment Management Inc. | 192,115 | $4.34M | 0.3% | -33.3% | 0.464% | |
11/16/2022 | Almanack Investment Partners LLC. | 170,764 | $3.86M | 0.8% | +49.9% | 0.359% | |
11/15/2022 | Poehling Capital Management INC. | 102,159 | $2.26M | 0.9% | +16.5% | 0.215% | |
11/10/2022 | Summit Trail Advisors LLC | 704,294 | $15.61M | 0.8% | -0.8% | 1.455% | |
11/7/2022 | Epic Trust Investment Advisors LLC | 36,027 | $798K | 1.1% | +2.0% | 0.074% | |
11/1/2022 | Creative Financial Designs Inc. ADV | 1,995 | $44K | 0.0% | -22.5% | 0.004% | |
10/27/2022 | US Bancorp DE | 721,674 | $15.99M | 0.0% | -20.3% | 1.421% | |
10/25/2022 | Janney Capital Management LLC | 952,910 | $21.12M | 1.7% | +0.9% | 1.876% | |
10/25/2022 | Janney Montgomery Scott LLC | 177,690 | $3.94M | 0.0% | -34.7% | 0.350% | |
10/24/2022 | Private Ocean LLC | 1,760 | $39K | 0.0% | N/A | 0.003% | |
10/21/2022 | Whittier Trust Co. | 1,955 | $43K | 0.0% | -38.4% | 0.004% | |
10/17/2022 | Leavell Investment Management Inc. | 287,850 | $6.38M | 0.5% | -0.3% | 0.564% | |
10/11/2022 | Boenning & Scattergood Inc. | 134,925 | $2.99M | 0.6% | -5.0% | 0.264% | |
10/6/2022 | Lowe Wealth Advisors LLC | 29,165 | $646K | 0.4% | -40.8% | 0.051% | |
9/16/2022 | Private Trust Co. NA | 2,325 | $59K | 0.0% | N/A | 0.004% | |
8/18/2022 | Adalta Capital Management LLC | 6,500 | $165K | 0.1% | -27.8% | 0.010% | |
8/16/2022 | Colony Group LLC | 258,594 | $6.55M | 0.1% | +10.4% | 0.402% | |
8/13/2022 | Poehling Capital Management INC. | 87,719 | $2.22M | 0.8% | +5.7% | 0.136% | |
8/12/2022 | RPg Family Wealth Advisory LLC | 10,853 | $275K | 0.2% | N/A | 0.017% | |
8/12/2022 | Almanack Investment Partners LLC. | 113,900 | $2.89M | 0.3% | +39.8% | 0.177% | |
8/12/2022 | Strategic Blueprint LLC | 44,678 | $1.13M | 0.1% | +7.2% | 0.069% | |
8/11/2022 | JPMorgan Chase & Co. | 6,075,694 | $153.96M | 0.0% | +272,597.2% | 9.449% | |
8/9/2022 | Summit Trail Advisors LLC | 710,309 | $18.00M | 1.1% | -18.7% | 1.105% | |
8/5/2022 | OLD Mission Capital LLC | 25,419 | $644K | 0.0% | -54.8% | 0.040% | |
URGENT: Someone's Moving Gold Out of London... (Ad) People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong…
They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.  Go here to learn about my Top Four picks for the coming bull mania. |
8/5/2022 | Epic Trust Investment Advisors LLC | 35,337 | $895K | 1.7% | +21.2% | 0.055% | |
8/4/2022 | SlateStone Wealth LLC | 17,886 | $453K | 0.1% | -33.0% | 0.028% | |
8/3/2022 | Janney Capital Management LLC | 944,514 | $23.93M | 1.9% | -1.9% | 1.469% | |
8/3/2022 | Janney Montgomery Scott LLC | 272,277 | $6.86M | 0.0% | -5.7% | 0.423% | |
8/1/2022 | US Bancorp DE | 905,271 | $22.94M | 0.0% | -30.8% | 1.408% | |
7/28/2022 | Leavell Investment Management Inc. | 288,830 | $7.32M | 0.6% | -1.5% | 0.448% | |
7/27/2022 | St. James Investment Company LLC | 43,605 | $1.11M | 0.2% | +2.7% | 0.068% | |
7/22/2022 | Bogart Wealth LLC | 8,724 | $221K | 0.0% | N/A | 0.013% | |
7/14/2022 | Gofen & Glossberg LLC IL | 24,061 | $610K | 0.0% | +179.3% | 0.037% | |
7/13/2022 | Boenning & Scattergood Inc. | 142,002 | $3.60M | 0.7% | -1.5% | 0.219% | |