5/16/2024 | B. Riley Wealth Advisors Inc. | 3,588 | $232K | 0.0% | N/A | 0.089% | |
5/14/2024 | CreativeOne Wealth LLC | 40,351 | $2.61M | 0.1% | +45.2% | 1.065% | |
5/11/2024 | Covestor Ltd | 955 | $62K | 0.0% | +24.2% | 0.025% | |
5/8/2024 | US Bancorp DE | 16,800 | $1.09M | 0.0% | +1.8% | 0.443% | |
4/30/2024 | Commonwealth Equity Services LLC | 13,862 | $897K | 0.0% | +1.9% | 0.366% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 11,282 | $730K | 0.2% | -11.1% | 0.298% | |
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4/26/2024 | YHB Investment Advisors Inc. | 24,606 | $1.59M | 0.1% | +8.1% | 0.648% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 18,967 | $1.23M | 0.0% | +12.6% | 0.499% | |
4/19/2024 | Massachusetts Wealth Management | 14,699 | $951K | 0.7% | +20.6% | 0.387% | |
4/16/2024 | Webster Bank N. A. | 1,825 | $118K | 0.0% | -44.6% | 0.048% | |
4/10/2024 | Banque Cantonale Vaudoise | 5,184 | $335K | 0.0% | +39.0% | 0.131% | |
2/9/2024 | Abbot Financial Management Inc. | 15,000 | $988K | 0.6% | -2.0% | 0.378% | |
2/9/2024 | CreativeOne Wealth LLC | 27,787 | $1.83M | 0.1% | +9.0% | 0.700% | |
2/8/2024 | Pacific Sun Financial Corp | 7,518 | $495K | 0.3% | -6.6% | 0.189% | |
2/7/2024 | One Capital Management LLC | 19,799 | $1.30M | 0.1% | N/A | 0.499% | |
2/7/2024 | Wharton Business Group LLC | 3,746 | $247K | 0.0% | -13.8% | 0.094% | |
2/6/2024 | Axxcess Wealth Management LLC | 5,342 | $352K | 0.0% | N/A | 0.135% | |
2/6/2024 | M&T Bank Corp | 8,750 | $576K | 0.0% | -14.4% | 0.220% | |
2/5/2024 | Penobscot Investment Management Company Inc. | 11,150 | $734K | 0.1% | +13.2% | 0.281% | |
1/30/2024 | Signet Financial Management LLC | 4,581 | $302K | 0.0% | -9.6% | 0.115% | |
1/29/2024 | YHB Investment Advisors Inc. | 22,755 | $1.50M | 0.1% | +0.9% | 0.573% | |
1/29/2024 | NewEdge Wealth LLC | 15,064 | $992K | 0.0% | N/A | 0.379% | |
1/25/2024 | Massachusetts Wealth Management | 12,190 | $803K | 0.6% | +35.6% | 0.307% | |
1/24/2024 | Stratos Wealth Partners LTD. | 3,157 | $208K | 0.0% | N/A | 0.080% | |
1/19/2024 | Strategic Advisors LLC | 3,600 | $237K | 0.0% | -12.7% | 0.091% | |
1/18/2024 | Global Retirement Partners LLC | 600 | $39K | 0.0% | N/A | 0.015% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,849 | $1.11M | 0.0% | -2.3% | 0.424% | |
1/16/2024 | Raymond James & Associates | 13,247 | $872K | 0.0% | +121.6% | 0.334% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 3,347 | $220K | 0.0% | +6.6% | 0.084% | |
11/13/2023 | Kestra Advisory Services LLC | 6,362 | $363K | 0.0% | +4.2% | 0.160% | |
11/9/2023 | Investment House LLC | 4,650 | $265K | 0.0% | -11.0% | 0.117% | |
11/9/2023 | UBS Group AG | 94,250 | $5.38M | 0.0% | +9.6% | 2.374% | |
11/8/2023 | Penobscot Investment Management Company Inc. | 9,850 | $562K | 0.1% | N/A | 0.248% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 15,131 | $863K | 0.0% | -2.5% | 0.381% | |
11/8/2023 | Newman Dignan & Sheerar Inc. | 11,186 | $638K | 0.2% | -12.7% | 0.282% | |
11/2/2023 | M&T Bank Corp | 10,225 | $583K | 0.0% | -49.1% | 0.258% | |
10/25/2023 | Massachusetts Wealth Management | 8,990 | $513K | 0.5% | -3.7% | 0.226% | |
10/24/2023 | Raymond James & Associates | 5,979 | $341K | 0.0% | -9.1% | 0.151% | |
10/24/2023 | Dakota Wealth Management | 12,280 | $700K | 0.0% | +2.1% | 0.309% | |
10/23/2023 | YHB Investment Advisors Inc. | 22,555 | $1.29M | 0.1% | -2.2% | 0.568% | |
Biden Nomination CANCELED? (Ad) The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.”
Why is he all BUT guaranteed the Democratic nomination, in their words? I believe I have the terrifying answer right here. |
10/17/2023 | CreativeOne Wealth LLC | 25,481 | $1.45M | 0.1% | -10.7% | 0.642% | |
8/11/2023 | Covestor Ltd | 738 | $45K | 0.0% | +45.6% | 0.019% | |
8/10/2023 | GeoWealth Management LLC | 4,066 | $250K | 0.0% | +49.9% | 0.102% | |
8/10/2023 | YHB Investment Advisors Inc. | 23,055 | $1.41M | 0.1% | +0.9% | 0.581% | |
8/10/2023 | Cetera Advisor Networks LLC | 17,888 | $1.10M | 0.0% | -3.9% | 0.451% | |
8/10/2023 | Cetera Investment Advisers | 10,933 | $670K | 0.0% | +52.4% | 0.275% | |
8/9/2023 | Banque Cantonale Vaudoise | 3,730 | $229K | 0.0% | -42.9% | 0.094% | |
8/4/2023 | Parallel Advisors LLC | 746 | $46K | 0.0% | N/A | 0.019% | |
8/3/2023 | Massachusetts Wealth Management | 9,340 | $572K | 0.5% | +7.8% | 0.235% | |
8/2/2023 | Newman Dignan & Sheerar Inc. | 12,811 | $785K | 0.2% | -3.3% | 0.323% | |
8/2/2023 | Bank of Montreal Can | 3,465 | $220K | 0.0% | N/A | 0.087% | |
7/31/2023 | LPL Financial LLC | 53,027 | $3.25M | 0.0% | -9.7% | 1.336% | |
7/31/2023 | Dakota Wealth Management | 12,030 | $737K | 0.0% | -4.8% | 0.303% | |
7/28/2023 | First Republic Investment Management Inc. | 15,523 | $951K | 0.0% | +2.2% | 0.386% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 3,248 | $199K | 0.0% | +43.3% | 0.081% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 17,372 | $1.07M | 0.0% | +5.7% | 0.432% | |
7/25/2023 | Raymond James & Associates | 6,579 | $403K | 0.0% | +7.4% | 0.164% | |
7/12/2023 | Pacific Sun Financial Corp | 8,345 | $524K | 0.4% | N/A | 0.208% | |
7/6/2023 | Capital Market Strategies LLC | 3,677 | $225K | 0.2% | N/A | 0.091% | |
5/15/2023 | Matrix Private Capital Group LLC | 750 | $47K | 0.0% | N/A | 0.019% | |
5/11/2023 | Envestnet Asset Management Inc. | 10,946 | $687K | 0.0% | +29.9% | 0.272% | |
5/10/2023 | LPL Financial LLC | 58,718 | $3.69M | 0.0% | +33.8% | 1.461% | |
5/9/2023 | Aptus Capital Advisors LLC | 1,450 | $91K | 0.0% | N/A | 0.036% | |
4/28/2023 | Janney Montgomery Scott LLC | 5,495 | $345K | 0.0% | -12.2% | 0.137% | |
4/27/2023 | Strategic Advisors LLC | 4,107 | $258K | 0.1% | N/A | 0.102% | |
4/27/2023 | Massachusetts Wealth Management | 8,665 | $544K | 0.6% | -4.9% | 0.216% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 2,266 | $142K | 0.0% | +14.2% | 0.056% | |
4/20/2023 | Institute for Wealth Management LLC. | 20,890 | $1.31M | 0.3% | -1.3% | 0.520% | |
4/17/2023 | Hills Bank & Trust Co | 7,522 | $472K | 0.1% | -6.4% | 0.187% | |
4/17/2023 | Signet Financial Management LLC | 5,026 | $315K | 0.1% | N/A | 0.125% | |
4/14/2023 | Dakota Wealth Management | 12,630 | $793K | 0.1% | -1.9% | 0.314% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 16,429 | $1.03M | 0.0% | +2.4% | 0.409% | |
4/14/2023 | Raymond James & Associates | 6,126 | $385K | 0.0% | +3.3% | 0.152% | |
4/12/2023 | Flagship Harbor Advisors LLC | 8,366 | $525K | 0.0% | -3.2% | 0.209% | |
4/10/2023 | First PREMIER Bank | 670 | $42K | 0.0% | N/A | 0.017% | |
2/17/2023 | Massachusetts Wealth Management | 9,115 | $609K | 0.6% | N/A | 0.228% | |
2/13/2023 | GeoWealth Management LLC | 2,329 | $147K | 0.0% | -20.0% | 0.058% | |
2/13/2023 | M&T Bank Corp | 850 | $132K | 0.0% | -95.8% | 0.021% | |
2/10/2023 | Banque Cantonale Vaudoise | 6,530 | $415K | 0.0% | +63.3% | 0.163% | |
2/9/2023 | Abbot Financial Management Inc. | 15,725 | $998K | 0.7% | -4.3% | 0.393% | |
2/9/2023 | HBK Sorce Advisory LLC | 5,288 | $336K | 0.0% | N/A | 0.132% | |
2/9/2023 | HighTower Advisors LLC | 4,671 | $296K | 0.0% | N/A | 0.117% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 16,047 | $1.02M | 0.0% | +10.8% | 0.401% | |
2/8/2023 | Belpointe Asset Management LLC | 810 | $51K | 0.0% | N/A | 0.020% | |
2/8/2023 | UBS Group AG | 88,775 | $5.64M | 0.0% | +3.6% | 2.219% | |
2/8/2023 | Gerber Kawasaki Wealth & Investment Management | 188,324 | $11.96M | 1.1% | +2.4% | 4.708% | |
2/7/2023 | Commonwealth Equity Services LLC | 12,350 | $784K | 0.0% | +6.3% | 0.309% | |
2/7/2023 | LPL Financial LLC | 43,878 | $2.79M | 0.0% | +3.0% | 1.097% | |
2/7/2023 | Hollencrest Capital Management | 516 | $33K | 0.0% | N/A | 0.013% | |
2/7/2023 | Envestnet Asset Management Inc. | 8,428 | $535K | 0.0% | -20.3% | 0.211% | |
Next President (Not Trump. Not Biden.) (Ad) Do you want to see who I believe will be the next president of the U.S.A?
It won’t be Biden…And it won’t be Trump. Click here to see why it will be ______ _________. |
2/6/2023 | Hills Bank & Trust Co | 8,035 | $510K | 0.1% | -11.7% | 0.201% | |
2/3/2023 | PRW Wealth Management LLC | 3,300 | $210K | 0.1% | N/A | 0.083% | |
2/1/2023 | CWM LLC | 3,450 | $219K | 0.0% | -6.9% | 0.086% | |
2/1/2023 | Janney Montgomery Scott LLC | 6,255 | $397K | 0.0% | -10.3% | 0.156% | |
1/27/2023 | SignalPoint Asset Management LLC | 6,681 | $424K | 0.1% | -2.6% | 0.167% | |
11/16/2022 | CreativeOne Wealth LLC | 25,184 | $1.48M | 0.1% | N/A | 0.636% | |
11/16/2022 | Gerber Kawasaki Wealth & Investment Management | 183,926 | $10.84M | 1.0% | +15.0% | 4.645% | |
11/14/2022 | Abbot Financial Management Inc. | 16,425 | $968K | 0.7% | -2.2% | 0.417% | |
11/10/2022 | Dakota Wealth Management | 12,880 | $759K | 0.1% | N/A | 0.327% | |
11/10/2022 | UBS Group AG | 85,705 | $5.05M | 0.0% | -5.7% | 2.175% | |