11/15/2024 | MML Investors Services LLC | 360,538 | $9.15M | 0.0% | +14.9% | 0.883% | |
11/15/2024 | Legacy Investment Solutions LLC | 1,100 | $27K | 0.0% | N/A | 0.003% | |
11/15/2024 | Orion Portfolio Solutions LLC | 14,424 | $366K | 0.0% | +9.7% | 0.035% | |
11/15/2024 | Stifel Financial Corp | 30,616 | $777K | 0.0% | -23.9% | 0.075% | |
11/15/2024 | Quadrature Capital Ltd | 30,071 | $764K | 0.0% | N/A | 0.074% | |
11/15/2024 | IHT Wealth Management LLC | 135,607 | $3.44M | 0.1% | -30.3% | 0.332% | |
|
11/15/2024 | HighTower Advisors LLC | 352,081 | $8.94M | 0.0% | +1.8% | 0.862% | |
11/14/2024 | Flow Traders U.S. LLC | 11,623 | $295K | 0.0% | N/A | 0.028% | |
11/14/2024 | Rockefeller Capital Management L.P. | 32,698 | $830K | 0.0% | -8.8% | 0.080% | |
11/13/2024 | Cadence Bank | 11,588 | $294K | 0.0% | -6.9% | 0.028% | |
11/13/2024 | Patton Albertson Miller Group LLC | 12,365 | $314K | 0.0% | N/A | 0.030% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 387,890 | $9.85M | 1.3% | -4.6% | 0.950% | |
11/12/2024 | Pitcairn Co. | 1,485,936 | $37.73M | 2.2% | +1.1% | 3.639% | |
11/8/2024 | Thompson Davis & CO. Inc. | 11,665 | $296K | 0.2% | +6.9% | 0.029% | |
11/8/2024 | Spectrum Planning & Advisory Services Inc. | 19,427 | $493K | 0.5% | +50.6% | 0.048% | |
11/6/2024 | Euro Pacific Asset Management LLC | 414,919 | $10.56M | 1.9% | +3.6% | 1.016% | |
11/6/2024 | OneDigital Investment Advisors LLC | 45,223 | $1.15M | 0.0% | -13.9% | 0.111% | |
11/6/2024 | Lifeworks Advisors LLC | 273,021 | $6.93M | 1.4% | -2.5% | 0.669% | |
11/6/2024 | Oppenheimer & Co. Inc. | 70,985 | $1.80M | 0.0% | -0.8% | 0.174% | |
11/4/2024 | Mayflower Financial Advisors LLC | 31,595 | $802K | 0.1% | +1.6% | 0.077% | |
11/4/2024 | Sigma Planning Corp | 44,603 | $1.13M | 0.0% | +1.2% | 0.109% | |
11/1/2024 | Wealth Quarterback LLC | 12,017 | $305K | 0.2% | +8.9% | 0.029% | |
11/1/2024 | SFG Wealth Management LLC. | 88,951 | $2.26M | 1.2% | +179.7% | 0.218% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 41,622 | $1.06M | 0.2% | -3.8% | 0.102% | |
10/30/2024 | Ameritas Advisory Services LLC | 225,201 | $5.72M | 0.2% | -4.3% | 0.552% | |
10/30/2024 | Capital Wealth Alliance LLC | 147,114 | $3.74M | 2.2% | +0.8% | 0.360% | |
10/29/2024 | Solstein Capital LLC | 232,608 | $5.91M | 3.0% | +20.9% | 0.570% | |
10/29/2024 | Van ECK Associates Corp | 806,138 | $21.15M | 0.0% | -9.0% | 1.974% | |
10/29/2024 | Tower Wealth Partners Inc. | 50,679 | $1.29M | 0.7% | +1.0% | 0.124% | |
10/29/2024 | Farther Finance Advisors LLC | 46,422 | $1.18M | 0.0% | +121.5% | 0.114% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 46,858 | $1.19M | 0.1% | N/A | 0.115% | |
10/28/2024 | Petra Financial Advisors Inc. | 12,202 | $310K | 0.2% | N/A | 0.030% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 756,256 | $19.20M | 0.0% | +1.2% | 1.852% | |
10/23/2024 | Silver Oak Securities Incorporated | 276,303 | $7.08M | 0.7% | +50.7% | 0.677% | |
10/22/2024 | Private Advisor Group LLC | 10,265 | $261K | 0.0% | -16.3% | 0.025% | |
10/22/2024 | Accordant Advisory Group Inc | 215,673 | $5.48M | 4.4% | +5.0% | 0.528% | |
10/21/2024 | Foundations Investment Advisors LLC | 26,570 | $675K | 0.0% | +88.2% | 0.065% | |
10/21/2024 | Whittier Trust Co. | 15,535 | $394K | 0.0% | -18.4% | 0.038% | |
10/21/2024 | Castleview Partners LLC | 81,555 | $2.07M | 1.1% | -10.2% | 0.200% | |
10/18/2024 | Whitaker Myers Wealth Managers LTD. | 14,812 | $376K | 0.1% | +10.5% | 0.036% | |
Forced out of retirement by these trades (Ad) You know, I never really intended to get in front of a camera and tell folks about a new market paradigm that I discovered.
Even though I have a bright and shiny “resume,” I thought I’d left investing behind forever.
And I was more than happy to be a stay-at-home dad…
But then I discovered Gamma Pockets… and everything changed Make sure to check out Gamma Pockets HERE while it’s still widely available |
10/18/2024 | Raymond James & Associates | 251,702 | $6.39M | 0.0% | -1.6% | 0.616% | |
10/17/2024 | Sloy Dahl & Holst LLC | 28,795 | $731K | 0.1% | +15.5% | 0.071% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 6,430 | $163K | 0.0% | +32.7% | 0.016% | |
10/16/2024 | Wolff Wiese Magana LLC | 8,236 | $209K | 0.1% | N/A | 0.020% | |
10/11/2024 | Creative Planning | 58,110 | $1.48M | 0.0% | +0.7% | 0.142% | |
10/11/2024 | ORG Partners LLC | 15,838 | $402K | 0.1% | +181.7% | 0.039% | |
10/11/2024 | Armstrong Advisory Group Inc. | 1,956 | $50K | 0.0% | N/A | 0.005% | |
10/9/2024 | Guild Investment Management Inc. | 144,030 | $3.66M | 3.9% | +7.2% | 0.353% | |
10/9/2024 | Morton Capital Management LLC CA | 4,394,371 | $111.57M | 22.0% | -1.6% | 10.763% | |
10/8/2024 | Mather Group LLC. | 13,486 | $342K | 0.0% | -67.3% | 0.033% | |
8/22/2024 | Cetera Investment Advisers | 1,495,062 | $33.58M | 0.1% | +103.2% | 3.662% | |
8/16/2024 | Creative Planning | 57,718 | $1.30M | 0.0% | +0.8% | 0.141% | |
8/15/2024 | Wick Capital Partners LLC | 13,411 | $301K | 0.1% | N/A | 0.033% | |
8/14/2024 | Merk Investments LLC | 18,800 | $422K | 0.5% | N/A | 0.046% | |
8/10/2024 | Tower Wealth Partners Inc. | 50,184 | $1.13M | 0.7% | -7.9% | 0.123% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 406,740 | $9.14M | 1.3% | -5.0% | 0.996% | |
8/9/2024 | Renaissance Technologies LLC | 102,800 | $2.31M | 0.0% | +60.6% | 0.252% | |
8/8/2024 | Lyell Wealth Management LP | 49,665 | $1.12M | 0.1% | +56.6% | 0.122% | |
8/8/2024 | Envestnet Asset Management Inc. | 699,438 | $15.71M | 0.0% | +70.5% | 1.713% | |
8/8/2024 | LPL Financial LLC | 1,666,871 | $37.44M | 0.0% | +4.6% | 4.082% | |
8/6/2024 | Chartist Inc. CA | 6,246 | $140K | 0.1% | N/A | 0.015% | |
8/6/2024 | Strategic Financial Concepts LLC | 234,898 | $5.28M | 0.0% | +1,530.7% | 0.575% | |
8/3/2024 | Mayflower Financial Advisors LLC | 31,095 | $698K | 0.1% | +21.8% | 0.076% | |
8/2/2024 | Foundations Investment Advisors LLC | 14,118 | $317K | 0.0% | N/A | 0.035% | |
7/31/2024 | Farther Finance Advisors LLC | 20,959 | $472K | 0.0% | N/A | 0.051% | |
7/31/2024 | Van ECK Associates Corp | 885,634 | $19.89M | 0.0% | -2.4% | 2.169% | |
7/31/2024 | Commonwealth Equity Services LLC | 178,665 | $4.01M | 0.0% | -20.1% | 0.438% | |
7/30/2024 | WESPAC Advisors LLC | 46,573 | $1.05M | 0.8% | -11.7% | 0.114% | |
7/30/2024 | DiNuzzo Private Wealth Inc. | 4,845 | $109K | 0.0% | N/A | 0.012% | |
7/29/2024 | Ameritas Advisory Services LLC | 235,369 | $5.29M | 0.2% | +11.4% | 0.576% | |
7/27/2024 | Whitaker Myers Wealth Managers LTD. | 13,400 | $301K | 0.1% | +17.5% | 0.033% | |
7/26/2024 | Harbour Investments Inc. | 5,968 | $134K | 0.0% | -26.5% | 0.015% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 174,545 | $3.92M | 0.0% | +10.4% | 0.427% | |
7/26/2024 | Solstein Capital LLC | 192,451 | $4.32M | 2.7% | +0.9% | 0.471% | |
7/24/2024 | Capital Wealth Alliance LLC | 145,882 | $3.28M | 1.9% | -1.3% | 0.357% | |
7/22/2024 | Sloy Dahl & Holst LLC | 24,940 | $560K | 0.1% | +5.7% | 0.061% | |
7/19/2024 | SFG Wealth Management LLC. | 31,799 | $714K | 0.4% | N/A | 0.078% | |
7/19/2024 | Raymond James & Associates | 255,861 | $5.75M | 0.0% | +21.4% | 0.627% | |
7/19/2024 | Accordant Advisory Group Inc | 205,417 | $4.61M | 4.4% | -1.0% | 0.503% | |
7/19/2024 | Spectrum Planning & Advisory Services Inc. | 12,901 | $290K | 0.3% | N/A | 0.032% | |
7/18/2024 | Brookstone Capital Management | 9,201 | $218K | 0.0% | -47.1% | 0.023% | |
7/17/2024 | Clear Harbor Asset Management LLC | 42,750 | $960K | 0.1% | -20.6% | 0.105% | |
7/16/2024 | ORG Partners LLC | 5,623 | $127K | 0.0% | N/A | 0.014% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 747,171 | $16.78M | 0.0% | +112.4% | 1.830% | |
7/12/2024 | Morton Capital Management LLC CA | 4,464,873 | $100.28M | 23.8% | -1.4% | 10.935% | |
7/10/2024 | RDA Financial Network | 15,854 | $356K | 0.1% | N/A | 0.039% | |
7/9/2024 | Mather Group LLC. | 41,270 | $886K | 0.0% | -18.2% | 0.101% | |
6/21/2024 | Cape Investment Advisory Inc. | 11,321 | $243K | 0.1% | +7.5% | 0.028% | |
5/24/2024 | Cetera Advisor Networks LLC | 682,989 | $14.67M | 0.1% | -0.4% | 1.673% | |
5/24/2024 | Cetera Advisors LLC | 47,018 | $1.01M | 0.0% | +43.2% | 0.115% | |
Forced out of retirement by these trades (Ad) You know, I never really intended to get in front of a camera and tell folks about a new market paradigm that I discovered.
Even though I have a bright and shiny “resume,” I thought I’d left investing behind forever.
And I was more than happy to be a stay-at-home dad…
But then I discovered Gamma Pockets… and everything changed Make sure to check out Gamma Pockets HERE while it’s still widely available |
5/24/2024 | Cetera Investment Advisers | 735,870 | $15.81M | 0.0% | N/A | 1.802% | |
5/14/2024 | Cadence Bank | 12,979 | $279K | 0.0% | -57.0% | 0.032% | |
5/14/2024 | Pitcairn Co. | 1,294,594 | $27.81M | 1.8% | +5.5% | 3.171% | |
5/9/2024 | SageView Advisory Group LLC | 87,932 | $1.89M | 0.1% | N/A | 0.215% | |
5/7/2024 | Oppenheimer & Co. Inc. | 71,308 | $1.53M | 0.0% | +3.7% | 0.175% | |
5/2/2024 | Smart Money Group LLC | 121,581 | $2.69M | 1.1% | +15.3% | 0.298% | |
5/2/2024 | Thompson Davis & CO. Inc. | 10,915 | $234K | 0.2% | -7.6% | 0.027% | |
5/1/2024 | Starfox Financial Services LLC | 412,130 | $9.50M | 8.0% | +2.1% | 1.026% | |
4/30/2024 | Van ECK Associates Corp | 907,502 | $19.49M | 0.0% | -0.8% | 2.259% | |
4/29/2024 | Commonwealth Equity Services LLC | 223,630 | $4.80M | 0.0% | -1.1% | 0.557% | |