11/15/2024 | National Bank of Canada FI | 5,585 | $512K | 0.0% | -27.4% | 0.211% | |
11/15/2024 | Jane Street Group LLC | 11,251 | $1.03M | 0.0% | N/A | 0.425% | |
11/7/2024 | AMG National Trust Bank | 5,734 | $526K | 0.0% | -5.3% | 0.216% | |
11/5/2024 | Private Wealth Advisors LLC | 23,147 | $2.13M | 0.8% | N/A | 0.873% | |
11/4/2024 | Arvest Investments Inc. | 22,385 | $2.05M | 0.3% | +23.4% | 0.845% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,211 | $294K | 0.0% | -19.4% | 0.121% | |
|
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 1,000 | $93K | 0.0% | -33.3% | 0.038% | |
10/3/2024 | SG Americas Securities LLC | 13,777 | $1.26M | 0.0% | +3.8% | 0.520% | |
8/15/2024 | Scientech Research LLC | 2,375 | $212K | 0.0% | N/A | 0.090% | |
8/14/2024 | Evergreen Capital Management LLC | 40,828 | $3.64M | 0.1% | N/A | 1.541% | |
8/6/2024 | X Square Capital LLC | 2,260 | $201K | 0.1% | N/A | 0.085% | |
8/3/2024 | National Bank of Canada FI | 7,692 | $686K | 0.0% | +129.7% | 0.290% | |
7/31/2024 | Commonwealth Equity Services LLC | 4,184 | $373K | 0.0% | +74.0% | 0.158% | |
7/25/2024 | AMG National Trust Bank | 6,058 | $540K | 0.0% | -8.8% | 0.229% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 3,984 | $355K | 0.0% | N/A | 0.150% | |
7/12/2024 | SG Americas Securities LLC | 13,277 | $1.18M | 0.0% | +539.2% | 0.501% | |
7/10/2024 | Linden Thomas Advisory Services LLC | 2,485 | $221K | 0.0% | +5.5% | 0.094% | |
5/9/2024 | Fortis Capital Advisors LLC | 5,977 | $559K | 0.2% | +5.8% | 0.226% | |
4/24/2024 | U S Global Investors Inc. | 400 | $37K | 0.0% | N/A | 0.016% | |
4/19/2024 | Arvest Investments Inc. | 18,855 | $1.76M | 0.3% | +2.3% | 0.770% | |
2/13/2024 | Belpointe Asset Management LLC | 5,651 | $571K | 0.1% | -13.5% | 0.290% | |
2/12/2024 | Fortis Capital Advisors LLC | 5,651 | $571K | 0.3% | -13.5% | 0.290% | |
2/8/2024 | AMG National Trust Bank | 7,086 | $716K | 0.0% | -16.3% | 0.363% | |
2/6/2024 | Spire Wealth Management | 299 | $30K | 0.0% | +273.8% | 0.015% | |
1/24/2024 | Arvest Investments Inc. | 18,436 | $1.86M | 0.3% | N/A | 0.945% | |
1/12/2024 | FNY Investment Advisers LLC | 850 | $85K | 0.1% | N/A | 0.044% | |
11/16/2023 | Belpointe Asset Management LLC | 6,532 | $752K | 0.1% | +5.4% | 0.335% | |
11/8/2023 | AMG National Trust Bank | 8,464 | $974K | 0.0% | +2.6% | 0.434% | |
10/24/2023 | Stratos Wealth Partners LTD. | 2,613 | $301K | 0.0% | +21.9% | 0.134% | |
10/24/2023 | Raymond James & Associates | 5,692 | $655K | 0.0% | +9.5% | 0.292% | |
10/23/2023 | Commonwealth Equity Services LLC | 2,548 | $293K | 0.0% | -83.9% | 0.131% | |
10/20/2023 | Valeo Financial Advisors LLC | 2,550 | $293K | 0.0% | -16.4% | 0.131% | |
8/15/2023 | KGH Ltd | 96,309 | $10.96M | 0.8% | N/A | 4.939% | |
8/14/2023 | Eqis Capital Management Inc. | 2,061 | $234K | 0.0% | -84.8% | 0.106% | |
8/11/2023 | Harvest Investment Services LLC | 3,047 | $347K | 0.2% | +55.2% | 0.156% | |
8/10/2023 | WESCAP Management Group Inc. | 1,900 | $216K | 0.1% | -31.5% | 0.097% | |
8/10/2023 | Commonwealth Equity Services LLC | 15,861 | $1.81M | 0.0% | +2.7% | 0.813% | |
8/4/2023 | IFP Advisors Inc | 800 | $80K | 0.0% | N/A | 0.041% | |
8/3/2023 | AMG National Trust Bank | 8,252 | $939K | 0.0% | -3.3% | 0.423% | |
8/2/2023 | Bank of Montreal Can | 30,000 | $3.46M | 0.0% | N/A | 1.538% | |
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7/31/2023 | LPL Financial LLC | 15,334 | $1.75M | 0.0% | -18.8% | 0.786% | |
7/25/2023 | Raymond James & Associates | 5,196 | $591K | 0.0% | -9.2% | 0.266% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 1,947 | $222K | 0.0% | +7.9% | 0.100% | |
5/16/2023 | Fortis Capital Advisors LLC | 4,639 | $626K | 0.3% | +67.7% | 0.238% | |
5/12/2023 | WMS Partners LLC | 1,955 | $264K | 0.0% | N/A | 0.100% | |
5/11/2023 | Envestnet Asset Management Inc. | 4,968 | $671K | 0.0% | +3.9% | 0.255% | |
5/10/2023 | AMG National Trust Bank | 8,535 | $1.15M | 0.0% | -10.1% | 0.438% | |
5/9/2023 | Laffer Tengler Investments | 1,743 | $235K | 0.1% | +22.9% | 0.089% | |
5/9/2023 | Milestone Asset Management LLC | 20,791 | $2.81M | 1.6% | N/A | 1.066% | |
5/8/2023 | Ground Swell Capital LLC | 1,914 | $258K | 0.4% | N/A | 0.098% | |
5/4/2023 | Ten Capital Wealth Advisors LLC | 1,035 | $140K | 0.0% | +5,075.0% | 0.053% | |
5/4/2023 | WESCAP Management Group Inc. | 2,774 | $375K | 0.1% | -4.4% | 0.142% | |
4/28/2023 | U S Global Investors Inc. | 200 | $27K | 0.0% | N/A | 0.010% | |
4/28/2023 | First National Corp MA ADV | 26,195 | $3.54M | 0.8% | +95.8% | 1.343% | |
4/26/2023 | Legend Financial Advisors Inc. | 26,392 | $3.56M | 3.0% | +2.7% | 1.353% | |
4/17/2023 | Gradient Investments LLC | 191 | $26K | 0.0% | +241.1% | 0.011% | |
4/14/2023 | Raymond James & Associates | 5,721 | $773K | 0.0% | -50.0% | 0.318% | |
4/12/2023 | National Bank of Canada FI | 2,890 | $599K | 0.0% | +19,166.7% | 0.161% | |
4/12/2023 | FNY Investment Advisers LLC | 500 | $67K | 0.1% | N/A | 0.028% | |
2/15/2023 | Fortis Capital Advisors LLC | 2,767 | $457K | 0.3% | N/A | 0.154% | |
2/15/2023 | Axxcess Wealth Management LLC | 18,633 | $3.08M | 0.3% | N/A | 1.035% | |
2/10/2023 | WESCAP Management Group Inc. | 2,903 | $479K | 0.2% | -32.0% | 0.161% | |
2/10/2023 | Laffer Tengler Investments | 1,418 | $234K | 0.1% | +40.5% | 0.079% | |
2/9/2023 | Valeo Financial Advisors LLC | 3,050 | $504K | 0.0% | N/A | 0.169% | |
2/9/2023 | HighTower Advisors LLC | 1,356 | $224K | 0.0% | -40.5% | 0.075% | |
2/8/2023 | Raymond James & Associates | 11,445 | $1.89M | 0.0% | +80.9% | 0.636% | |
2/8/2023 | Belpointe Asset Management LLC | 2,778 | $459K | 0.0% | N/A | 0.154% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 3,259 | $538K | 0.0% | +64.3% | 0.181% | |
2/8/2023 | AMG National Trust Bank | 9,494 | $1.57M | 0.1% | -3.3% | 0.527% | |
2/7/2023 | Commonwealth Equity Services LLC | 15,355 | $2.54M | 0.0% | -1.7% | 0.853% | |
2/7/2023 | LPL Financial LLC | 17,741 | $2.93M | 0.0% | -29.2% | 0.986% | |
2/7/2023 | IFP Advisors Inc | 869 | $129K | 0.0% | -57.0% | 0.048% | |
2/7/2023 | Envestnet Asset Management Inc. | 4,783 | $790K | 0.0% | -17.8% | 0.266% | |
1/31/2023 | Kestra Advisory Services LLC | 1,550 | $256K | 0.0% | N/A | 0.086% | |
1/30/2023 | Legend Financial Advisors Inc. | 25,695 | $4.24M | 3.7% | -1.8% | 1.428% | |
1/26/2023 | First National Corp MA ADV | 13,380 | $2.21M | 0.5% | +19.5% | 0.743% | |
1/13/2023 | AdvisorNet Financial Inc | 207 | $34K | 0.0% | +152.4% | 0.012% | |
12/13/2022 | Perigon Wealth Management LLC | 1,084 | $218K | 0.0% | N/A | 0.060% | |
11/18/2022 | Legend Financial Advisors Inc. | 26,160 | $5.26M | 4.9% | -5.3% | 1.453% | |
11/15/2022 | Virtue Capital Management LLC | 3,291 | $661K | 0.1% | N/A | 0.188% | |
11/15/2022 | Commonwealth Equity Services LLC | 15,616 | $3.14M | 0.0% | +1.1% | 0.868% | |
11/14/2022 | Barometer Capital Management Inc. | 3,900 | $783K | 0.3% | N/A | 0.217% | |
11/10/2022 | Laffer Tengler Investments | 1,009 | $203K | 0.1% | +7.3% | 0.056% | |
11/10/2022 | Wolverine Asset Management LLC | 567 | $113K | 0.0% | N/A | 0.032% | |
11/10/2022 | UBS Group AG | 9,347 | $1.88M | 0.0% | +2.0% | 0.519% | |
11/9/2022 | Harvest Investment Services LLC | 1,413 | $283K | 0.3% | -61.3% | 0.079% | |
11/9/2022 | Synergy Asset Management LLC | 1,215 | $244K | 0.1% | -17.2% | 0.068% | |
11/8/2022 | IFP Advisors Inc | 2,023 | $228K | 0.0% | +98.3% | 0.112% | |
11/4/2022 | AMG National Trust Bank | 9,819 | $1.97M | 0.1% | +9.0% | 0.546% | |
11/3/2022 | Gamble Jones Investment Counsel | 1,110 | $223K | 0.0% | N/A | 0.062% | |
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The talk has been endless ever since ChatGPT was released to the market in late 2022. You might think it’s way too late to invest in AI.
But here’s the thing. I urge you to watch it now. |
11/3/2022 | Mutual Advisors LLC | 3,651 | $733K | 0.0% | N/A | 0.203% | |
11/2/2022 | Rockefeller Capital Management L.P. | 940 | $188K | 0.0% | +6.9% | 0.052% | |
11/2/2022 | Avantax Advisory Services Inc. | 1,010 | $203K | 0.0% | N/A | 0.056% | |
10/25/2022 | Raymond James & Associates | 6,327 | $1.27M | 0.0% | -21.5% | 0.352% | |
10/24/2022 | Eqis Capital Management Inc. | 2,098 | $421K | 0.0% | -14.3% | 0.117% | |
10/24/2022 | First National Corp MA ADV | 11,201 | $2.25M | 0.6% | N/A | 0.622% | |
10/24/2022 | Stratos Wealth Partners LTD. | 2,304 | $463K | 0.0% | -14.0% | 0.128% | |
10/17/2022 | Tradewinds LLC. | 1,031 | $207K | 0.2% | N/A | 0.057% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 1,984 | $399K | 0.0% | -9.7% | 0.110% | |
10/14/2022 | Gradient Investments LLC | 13,415 | $2.70M | 0.1% | +46,158.6% | 0.745% | |