8/1/2025 | Envestnet Asset Management Inc. | 71,885 | $4.70M | 0.0% | +18.9% | 0.551% | |
7/31/2025 | Money Design Co. Ltd. | 72,081 | $4.71M | 0.2% | -3.5% | 0.552% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 16,922 | $1.11M | 0.0% | +3.9% | 0.130% | |
7/29/2025 | Private Trust Co. NA | 1,594 | $104K | 0.0% | +305.6% | 0.012% | |
7/28/2025 | Mutual Advisors LLC | 3,102 | $203K | 0.0% | N/A | 0.024% | |
7/28/2025 | Morningstar Investment Management LLC | 236,154 | $15.44M | 1.4% | N/A | 1.810% | |
7/25/2025 | CWM LLC | 586 | $38K | 0.0% | -71.6% | 0.004% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 17,222 | $1.13M | 0.1% | -2.0% | 0.132% | |
7/23/2025 | Slow Capital Inc. | 4,768 | $312K | 0.0% | -48.9% | 0.037% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 6,520 | $426K | 0.0% | -17.9% | 0.050% | |
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7/21/2025 | FSA Wealth Partners Inc. | 11,358 | $743K | 0.4% | N/A | 0.087% | |
7/21/2025 | J. Safra Sarasin Holding AG | 5,000 | $327K | 0.0% | N/A | 0.038% | |
7/18/2025 | Truist Financial Corp | 56,703 | $3.71M | 0.0% | +1.1% | 0.435% | |
7/17/2025 | Janney Montgomery Scott LLC | 4,250 | $278K | 0.0% | +20.4% | 0.033% | |
7/16/2025 | ORG Partners LLC | 651 | $43K | 0.0% | N/A | 0.005% | |
7/16/2025 | CX Institutional | 4,846 | $317K | 0.0% | +53,744.4% | 0.037% | |
7/16/2025 | Perigon Wealth Management LLC | 14,362 | $939K | 0.0% | N/A | 0.110% | |
7/11/2025 | CX Institutional | 4,846 | $317K | 0.0% | +53,744.4% | 0.037% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,930 | $325K | 0.0% | +4.2% | 0.038% | |
7/10/2025 | Focus Financial Network Inc. | 6,520 | $426K | 0.0% | +3.3% | 0.050% | |
6/27/2025 | Goldman Sachs Group Inc. | 23,811 | $1.53M | 0.0% | -54.3% | 0.182% | |
5/19/2025 | Jane Street Group LLC | 27,363 | $1.75M | 0.0% | +240.8% | 0.215% | |
5/16/2025 | Goldman Sachs Group Inc. | 23,811 | $1.53M | 0.0% | -54.3% | 0.187% | |
5/16/2025 | Jones Financial Companies Lllp | 7,016 | $449K | 0.0% | +59.3% | 0.055% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 246,354 | $15.78M | 0.1% | -48.6% | 1.940% | |
5/15/2025 | Royal Bank of Canada | 34,957 | $2.24M | 0.0% | -6.1% | 0.275% | |
5/15/2025 | Calton & Associates Inc. | 5,213 | $334K | 0.1% | N/A | 0.041% | |
5/14/2025 | Comerica Bank | 1,685 | $108K | 0.0% | -20.4% | 0.013% | |
5/13/2025 | Raymond James Financial Inc. | 46,156 | $2.96M | 0.0% | +10.8% | 0.363% | |
5/13/2025 | Cresset Asset Management LLC | 15,431 | $988K | 0.0% | +2.8% | 0.122% | |
5/13/2025 | HighTower Advisors LLC | 13,210 | $846K | 0.0% | +78.7% | 0.104% | |
5/12/2025 | National Bank of Canada FI | 21,742 | $1.39M | 0.0% | +1.6% | 0.171% | |
5/9/2025 | MGB Wealth Management LLC | 17,601 | $1.13M | 0.4% | -9.0% | 0.139% | |
5/9/2025 | Atria Wealth Solutions Inc. | 3,135 | $201K | 0.0% | N/A | 0.025% | |
5/7/2025 | LPL Financial LLC | 78,990 | $5.06M | 0.0% | -7.6% | 0.622% | |
5/6/2025 | Cetera Investment Advisers | 6,016 | $385K | 0.0% | -12.8% | 0.047% | |
5/6/2025 | Financial & Tax Architects LLC | 3,827 | $245K | 0.1% | -48.9% | 0.030% | |
5/6/2025 | Madden Advisory Services Inc. | 3,168 | $203K | 0.1% | N/A | 0.025% | |
5/5/2025 | Calton & Associates Inc. | 26,892 | $1.72M | 0.2% | N/A | 0.212% | |
5/5/2025 | Private Advisor Group LLC | 4,164 | $267K | 0.0% | -5.0% | 0.033% | |
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5/2/2025 | Slow Capital Inc. | 9,324 | $597K | 0.1% | -66.5% | 0.068% | |
4/30/2025 | Leavell Investment Management Inc. | 3,829 | $245K | 0.0% | N/A | 0.028% | |
4/29/2025 | Richard Bernstein Advisors LLC | 2,030 | $130K | 0.0% | -54.9% | 0.015% | |
4/29/2025 | Envestnet Asset Management Inc. | 60,451 | $3.87M | 0.0% | -2.6% | 0.441% | |
4/28/2025 | Money Design Co. Ltd. | 74,683 | $4.78M | 0.2% | -5.2% | 0.545% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 7,940 | $504K | 0.0% | -38.2% | 0.058% | |
4/24/2025 | Intelligent Financial Strategies | 3,736 | $239K | 0.1% | -34.1% | 0.027% | |
4/23/2025 | Bessemer Group Inc. | 18,584 | $1.19M | 0.0% | -9.9% | 0.136% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,367 | $280K | 0.0% | +16.2% | 0.032% | |
4/22/2025 | Ellis Investment Partners LLC | 3,913 | $251K | 0.1% | -9.7% | 0.029% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,731 | $303K | 0.0% | +13.9% | 0.035% | |
4/16/2025 | Patriot Investment Management Group Inc. | 14,754 | $945K | 0.1% | -1.2% | 0.108% | |
4/15/2025 | McKinley Carter Wealth Services Inc. | 17,570 | $1.13M | 0.1% | -8.5% | 0.128% | |
4/15/2025 | Central Valley Advisors LLC | 3,307 | $212K | 0.1% | N/A | 0.024% | |
4/14/2025 | SOA Wealth Advisors LLC. | 7,306 | $468K | 0.1% | -2.9% | 0.053% | |
4/8/2025 | Parallel Advisors LLC | 415 | $27K | 0.0% | N/A | 0.004% | |
2/17/2025 | Cresset Asset Management LLC | 15,005 | $905K | 0.0% | -49.3% | 0.105% | |
2/17/2025 | Cetera Investment Advisers | 6,902 | $416K | 0.0% | -11.9% | 0.048% | |
2/17/2025 | Citadel Advisors LLC | 69,698 | $4.20M | 0.0% | N/A | 0.489% | |
2/17/2025 | Bank of America Corp DE | 54,986 | $3.32M | 0.0% | -10.8% | 0.386% | |
2/17/2025 | BNP Paribas Financial Markets | 33,048 | $1.99M | 0.0% | -32.4% | 0.232% | |
2/17/2025 | Ameriprise Financial Inc. | 48,988 | $2.95M | 0.0% | -0.4% | 0.344% | |
2/14/2025 | Jane Street Group LLC | 8,028 | $484K | 0.0% | -82.0% | 0.056% | |
2/14/2025 | Integrated Wealth Concepts LLC | 3,935 | $237K | 0.0% | +8.1% | 0.028% | |
2/14/2025 | Susquehanna International Group LLP | 46,881 | $2.83M | 0.0% | -22.5% | 0.329% | |
2/14/2025 | TD Waterhouse Canada Inc. | 800 | $48K | 0.0% | N/A | 0.006% | |
2/13/2025 | Bessemer Group Inc. | 20,619 | $1.24M | 0.0% | +11.0% | 0.145% | |
2/13/2025 | Raymond James Financial Inc. | 41,658 | $2.51M | 0.0% | N/A | 0.292% | |
2/13/2025 | Peapack Gladstone Financial Corp | 3,925 | $237K | 0.0% | -15.1% | 0.028% | |
2/13/2025 | Envestnet Asset Management Inc. | 62,035 | $3.74M | 0.0% | -6.4% | 0.435% | |
2/13/2025 | Wells Fargo & Company MN | 61,052 | $3.68M | 0.0% | -7.1% | 0.428% | |
2/12/2025 | National Bank of Canada FI | 21,404 | $1.29M | 0.0% | +10.3% | 0.150% | |
2/12/2025 | JPMorgan Chase & Co. | 3,466 | $209K | 0.0% | -15.5% | 0.024% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 16,254 | $980K | 0.0% | +1.4% | 0.114% | |
2/11/2025 | LPL Financial LLC | 85,456 | $5.15M | 0.0% | -5.5% | 0.600% | |
2/10/2025 | Commonwealth Equity Services LLC | 34,964 | $2.11M | 0.0% | +1.0% | 0.245% | |
2/7/2025 | HighTower Advisors LLC | 7,391 | $446K | 0.0% | +4.6% | 0.052% | |
2/7/2025 | Independent Advisor Alliance | 25,386 | $1.53M | 0.0% | N/A | 0.178% | |
2/7/2025 | Kendall Capital Management | 3,339 | $201K | 0.1% | N/A | 0.023% | |
2/6/2025 | Raymond James Financial Inc. | 41,658 | $2.51M | 0.0% | N/A | 0.292% | |
2/6/2025 | SBI Securities Co. Ltd. | 5,740 | $346K | 0.0% | N/A | 0.040% | |
2/6/2025 | Jones Financial Companies Lllp | 4,404 | $266K | 0.0% | +36.2% | 0.031% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 425 | $26K | 0.0% | N/A | 0.003% | |
2/5/2025 | Fisher Asset Management LLC | 2,816,737 | $169.82M | 0.1% | +10.6% | 19.767% | |
2/4/2025 | IFP Advisors Inc | 2,487 | $150K | 0.0% | +1,000.4% | 0.017% | |
2/3/2025 | Morningstar Investment Management LLC | 256,859 | $15.49M | 1.2% | +45.6% | 1.803% | |
2/3/2025 | Private Advisor Group LLC | 4,384 | $264K | 0.0% | -5.8% | 0.031% | |
1/31/2025 | Truist Financial Corp | 53,493 | $3.23M | 0.0% | +6.8% | 0.375% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 28,855 | $1.74M | 0.1% | +2.7% | 0.202% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 12,840 | $772K | 0.0% | -4.4% | 0.090% | |
Elon’s BIGGEST warning yet? (Ad) Tesla's About to Prove Everyone Wrong... Again
Back in 2018, when Jeff Brown told everyone to buy Tesla…
The "experts" said Elon was finished and Tesla was headed for bankruptcy.
Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again. |
1/23/2025 | McKinley Carter Wealth Services Inc. | 19,210 | $1.16M | 0.1% | -9.3% | 0.135% | |
1/23/2025 | Money Design Co. Ltd. | 78,778 | $4.74M | 0.2% | -7.5% | 0.553% | |
1/23/2025 | Fulton Breakefield Broenniman LLC | 7,680 | $463K | 0.0% | N/A | 0.054% | |
1/22/2025 | Slow Capital Inc. | 27,850 | $1.68M | 0.2% | -2.0% | 0.195% | |
1/21/2025 | CX Institutional | 12,323 | $743K | 0.0% | N/A | 0.086% | |
1/17/2025 | Avior Wealth Management LLC | 464 | $28K | 0.0% | N/A | 0.003% | |
1/17/2025 | Janney Montgomery Scott LLC | 3,544 | $214K | 0.0% | +6.7% | 0.025% | |
1/15/2025 | Financial & Tax Architects LLC | 7,488 | $451K | 0.1% | +49.1% | 0.053% | |
12/26/2024 | JPMorgan Chase & Co. | 4,100 | $270K | 0.0% | +153.1% | 0.029% | |
11/15/2024 | MML Investors Services LLC | 4,369 | $287K | 0.0% | -49.4% | 0.031% | |