1/17/2025 | Janney Montgomery Scott LLC | 120,051 | $4.57M | 0.0% | -1.0% | 0.770% | |
1/16/2025 | Pure Financial Advisors LLC | 15,499 | $590K | 0.0% | +7.7% | 0.099% | |
1/3/2025 | GAMMA Investing LLC | 6,326 | $241K | 0.0% | +53.0% | 0.041% | |
12/26/2024 | JPMorgan Chase & Co. | 35,968 | $1.46M | 0.0% | +190.7% | 0.231% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 13,058 | $517K | 0.3% | N/A | 0.084% | |
11/18/2024 | TD Private Client Wealth LLC | 883 | $36K | 0.0% | +66.0% | 0.006% | |
11/15/2024 | Jane Street Group LLC | 24,112 | $979K | 0.0% | -31.7% | 0.155% | |
11/15/2024 | Stifel Financial Corp | 40,465 | $1.64M | 0.0% | +90.0% | 0.259% | |
11/14/2024 | Flow Traders U.S. LLC | 29,815 | $1.21M | 0.1% | +136.5% | 0.191% | |
11/1/2024 | Source Financial Advisors LLC | 8,502 | $345K | 0.1% | N/A | 0.055% | |
|
10/30/2024 | United Advisor Group LLC | 6,775 | $275K | 0.1% | -6.5% | 0.043% | |
10/29/2024 | Janney Montgomery Scott LLC | 121,235 | $4.93M | 0.0% | +84.9% | 0.777% | |
10/28/2024 | Focus Financial Network Inc. | 16,118 | $655K | 0.0% | +4.5% | 0.103% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,797 | $439K | 0.0% | N/A | 0.069% | |
10/23/2024 | Convergence Financial LLC | 7,368 | $299K | 0.1% | +10.4% | 0.047% | |
10/18/2024 | Raymond James & Associates | 393,207 | $15.97M | 0.0% | +83.1% | 2.521% | |
10/10/2024 | Koshinski Asset Management Inc. | 8,333 | $338K | 0.0% | +33.0% | 0.053% | |
10/9/2024 | Marcum Wealth LLC | 6,304 | $256K | 0.0% | N/A | 0.040% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 5,000 | $203K | 0.0% | N/A | 0.032% | |
10/7/2024 | GAMMA Investing LLC | 4,135 | $168K | 0.0% | +324.5% | 0.027% | |
8/28/2024 | RiverFront Investment Group LLC | 483,741 | $18.71M | 0.5% | +12.4% | 3.101% | |
8/21/2024 | Truist Financial Corp | 28,780 | $1.11M | 0.0% | +2.4% | 0.184% | |
8/14/2024 | Bank of Montreal Can | 9,891 | $386K | 0.0% | N/A | 0.063% | |
8/8/2024 | Envestnet Asset Management Inc. | 650,139 | $25.14M | 0.0% | +2.9% | 4.168% | |
7/22/2024 | Focus Financial Network Inc. | 15,431 | $606K | 0.0% | +2.2% | 0.099% | |
7/19/2024 | Raymond James & Associates | 214,700 | $8.30M | 0.0% | +4.2% | 1.376% | |
7/17/2024 | Sharkey Howes & Javer | 15,835 | $612K | 0.1% | -11.3% | 0.102% | |
7/2/2024 | GAMMA Investing LLC | 974 | $38K | 0.0% | N/A | 0.006% | |
5/23/2024 | ARQ Wealth Advisors LLC | 25,949 | $1.02M | 0.4% | N/A | 0.166% | |
5/17/2024 | Comerica Bank | 3,433 | $135K | 0.0% | N/A | 0.022% | |
5/16/2024 | Jane Street Group LLC | 188,892 | $7.42M | 0.0% | N/A | 1.211% | |
5/2/2024 | RiverFront Investment Group LLC | 430,692 | $16.92M | 0.5% | N/A | 2.519% | |
5/1/2024 | Janney Montgomery Scott LLC | 70,052 | $2.75M | 0.0% | N/A | 0.410% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 92,655 | $3.64M | 0.2% | +6.7% | 0.542% | |
4/22/2024 | Raymond James & Associates | 206,075 | $8.09M | 0.0% | N/A | 1.205% | |
4/9/2024 | Mather Group LLC. | 867 | $35K | 0.0% | N/A | 0.013% | |
2/12/2024 | Focus Financial Network Inc. ADV | 14,514 | $582K | 0.0% | N/A | 0.220% | |
2/9/2024 | Hoylecohen LLC | 113,089 | $4.51M | 0.4% | -1.4% | 1.713% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 86,827 | $3.46M | 0.3% | +3.9% | 1.316% | |
1/19/2024 | Sharkey Howes & Javer | 5,670 | $226K | 0.0% | N/A | 0.086% | |
WARNING: “Buffett Indicator” flashing for first time in 50 years (Ad) Warren Buffett has sold a staggering $97 billion worth of stocks this year...
But why?
Our research indicates the Oracle of Omaha is quietly preparing for a historic market crash.
His most reliable crash indicator - the "Buffett indicator" - just flashed red for the first time in 25 years. Take these 4 steps today to protect your retirement NOW |
1/11/2024 | BKM Wealth Management LLC | 1,791 | $71K | 0.0% | N/A | 0.027% | |
1/11/2024 | BKM Wealth Management LLC | 1,791 | $71K | 0.0% | N/A | 0.027% | |
1/8/2024 | Pure Financial Advisors LLC | 14,174 | $565K | 0.0% | +4.3% | 0.215% | |
11/15/2023 | Baker Avenue Asset Management LP | 144,144 | $5.37M | 0.2% | +20.1% | 2.184% | |
11/4/2023 | Aspire Private Capital LLC | 772 | $29K | 0.0% | +102.1% | 0.012% | |
11/2/2023 | Hoylecohen LLC | 114,736 | $4.27M | 0.4% | +3.1% | 1.738% | |
10/13/2023 | McKinley Carter Wealth Services Inc. | 83,569 | $3.11M | 0.2% | +7.5% | 1.266% | |
10/10/2023 | Pure Financial Advisors LLC | 13,586 | $506K | 0.0% | +25.0% | 0.206% | |
8/18/2023 | ARQ Wealth Advisors LLC | 13,231 | $516K | 0.3% | N/A | 0.200% | |
8/10/2023 | GeoWealth Management LLC | 61,859 | $2.41M | 0.3% | N/A | 0.937% | |
8/7/2023 | Hoylecohen LLC | 111,294 | $4.34M | 0.4% | -4.6% | 1.686% | |
8/3/2023 | McKinley Carter Wealth Services Inc. | 77,717 | $3.03M | 0.2% | N/A | 1.178% | |
8/2/2023 | Bank of Montreal Can | 14,293 | $558K | 0.0% | N/A | 0.217% | |
7/31/2023 | LPL Financial LLC | 87,876 | $3.42M | 0.0% | +74.7% | 1.331% | |
5/5/2023 | Hoylecohen LLC | 116,711 | $4.59M | 0.4% | +1.7% | 2.202% | |
4/28/2023 | Ameritas Advisory Services LLC | 652 | $25K | 0.0% | N/A | 0.012% | |
4/26/2023 | Slow Capital Inc. | 1,628 | $64K | 0.0% | -97.2% | 0.031% | |
4/24/2023 | Merit Financial Group LLC | 5,640 | $222K | 0.0% | -75.1% | 0.106% | |
4/11/2023 | Pure Financial Advisors LLC | 10,742 | $422K | 0.0% | -7.2% | 0.203% | |
2/10/2023 | Adventist Health System Sunbelt Healthcare Corp | 4,445,790 | $172.23M | 11.4% | +300.3% | 76.652% | |
2/7/2023 | LPL Financial LLC | 54,027 | $2.09M | 0.0% | +532.2% | 0.932% | |
1/13/2023 | Merit Financial Group LLC | 22,651 | $878K | 0.0% | N/A | 0.404% | |
1/9/2023 | Pure Financial Advisors LLC | 11,575 | $448K | 0.0% | -10.1% | 0.223% | |
11/15/2022 | Baker Avenue Asset Management LP | 6,173 | $224K | 0.0% | -81.3% | 0.343% | |
11/2/2022 | Hoylecohen LLC | 102,859 | $3.73M | 0.4% | +3.7% | 5.714% | |
10/28/2022 | Adventist Health System Sunbelt Healthcare Corp | 1,110,590 | $40.30M | 3.3% | +11.3% | 61.699% | |
10/27/2022 | Slow Capital Inc. | 52,960 | $1.92M | 0.4% | +11.3% | 2.942% | |
10/6/2022 | Pure Financial Advisors LLC | 12,871 | $467K | 0.0% | +21.5% | 0.715% | |
8/5/2022 | Benedetti & Gucer Inc. | 9,528 | $365K | 0.2% | N/A | 0.529% | |
8/4/2022 | Steward Partners Investment Advisory LLC | 2,020 | $77K | 0.0% | N/A | 0.112% | |
8/3/2022 | Baker Avenue Asset Management LP | 33,001 | $1.26M | 0.1% | +16.4% | 1.833% | |
7/28/2022 | Slow Capital Inc. | 47,600 | $1.82M | 0.4% | -5.5% | 2.644% | |
7/27/2022 | Hoylecohen LLC | 99,167 | $3.79M | 0.4% | +700.4% | 5.509% | |
7/8/2022 | Pure Financial Advisors LLC | 10,593 | $405K | 0.0% | +47.0% | 0.623% | |
7/6/2022 | Centric Wealth Management | 33,899 | $1.30M | 0.5% | N/A | 1.994% | |
5/13/2022 | Klaas Financial Asset Advisors LLC | 4,217 | $183K | 0.0% | -14.6% | 0.264% | |
5/3/2022 | Hoylecohen LLC | 12,390 | $539K | 0.0% | -44.2% | 0.774% | |
5/2/2022 | Slow Capital Inc. | 50,352 | $2.19M | 0.4% | -0.9% | 3.147% | |
4/12/2022 | Pure Financial Advisors LLC | 7,206 | $313K | 0.0% | +43.6% | 0.450% | |
2/11/2022 | Hoylecohen LLC | 22,190 | $1.07M | 0.1% | N/A | 1.387% | |
2/10/2022 | JPMorgan Chase & Co. | 232,052 | $11.23M | 0.0% | -67.1% | 14.503% | |
2/9/2022 | Klaas Financial Asset Advisors LLC | 4,937 | $240K | 0.1% | -9.8% | 0.309% | |
2/8/2022 | Slow Capital Inc. | 50,789 | $2.46M | 0.4% | +10.5% | 3.174% | |
2/3/2022 | Advisor Group Holdings Inc. | 1,471 | $72K | 0.0% | -16.4% | 0.092% | |
2/1/2022 | Atlas Capital Advisors LLC | 1,961 | $95K | 0.0% | -12.0% | 0.123% | |
1/12/2022 | Pure Financial Advisors LLC | 5,018 | $243K | 0.0% | N/A | 0.314% | |
11/16/2021 | Jane Street Group LLC | 46,251 | $2.26M | 0.0% | +46.1% | 3.083% | |
11/15/2021 | Flow Traders U.S. LLC | 12,517 | $612K | 0.0% | +119.6% | 0.834% | |
11/5/2021 | Klaas Financial Asset Advisors LLC | 5,475 | $268K | 0.1% | -36.0% | 0.365% | |
10/28/2021 | Atlas Capital Advisors LLC | 2,228 | $109K | 0.0% | -31.7% | 0.149% | |
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad) $2 trillion has disappeared from the US government's books.
The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth. Click here to see his new research now. |
10/25/2021 | Cardan Capital Partners LLC | 255,692 | $12.51M | 1.4% | +0.4% | 17.046% | |
10/21/2021 | Slow Capital Inc. | 45,982 | $2.25M | 0.4% | +43.4% | 3.065% | |
8/24/2021 | Flow Traders U.S. LLC | 5,700 | $285K | 0.0% | -6.4% | 0.380% | |
8/13/2021 | LPL Financial LLC | 14,183 | $710K | 0.0% | -45.1% | 0.834% | |
8/12/2021 | JPMorgan Chase & Co. | 997,270 | $49.92M | 0.0% | +0.1% | 58.663% | |
8/2/2021 | Advisor Group Holdings Inc. | 1,918 | $96K | 0.0% | -28.3% | 0.113% | |
7/31/2021 | Slow Capital Inc. | 32,062 | $1.61M | 0.3% | +11.0% | 1.886% | |
7/31/2021 | Atlas Capital Advisors LLC | 3,261 | $163K | 0.0% | N/A | 0.192% | |
5/20/2021 | Slow Capital Inc. | 28,888 | $1.53M | 0.3% | +29.8% | 1.699% | |
5/18/2021 | Flow Traders U.S. LLC | 6,090 | $296K | 0.0% | N/A | 0.358% | |