11/1/2024 | Assetmark Inc. | 61,552 | $1.41M | 0.0% | +0.9% | 1.383% | |
10/23/2024 | Rogco LP | 4,514 | $103K | 0.0% | -38.9% | 0.101% | |
10/23/2024 | CENTRAL TRUST Co | 40,277 | $920K | 0.0% | -7.3% | 0.905% | |
10/8/2024 | Omega Financial Group LLC | 60,562 | $1.38M | 0.5% | -3.4% | 1.361% | |
8/6/2024 | Mount Lucas Management LP | 108,158 | $2.40M | 0.7% | -3.7% | 2.431% | |
8/6/2024 | Cullen Frost Bankers Inc. | 108,722 | $2.41M | 0.0% | +47.1% | 2.443% | |
|
7/19/2024 | Raymond James & Associates | 66,080 | $1.46M | 0.0% | +44.9% | 1.485% | |
7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 195,048 | $4.32M | 1.1% | +15.9% | 4.383% | |
7/12/2024 | Omega Financial Group LLC | 62,667 | $1.39M | 0.6% | -3.3% | 1.408% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 203,585 | $4.58M | 0.1% | -6.5% | 4.847% | |
4/24/2024 | CENTRAL TRUST Co | 76,197 | $1.71M | 0.0% | +14.8% | 1.814% | |
4/18/2024 | Capital Advisors Ltd. LLC | 7,700 | $173K | 0.0% | +25.8% | 0.183% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 168,325 | $3.78M | 0.9% | +1.4% | 4.008% | |
2/7/2024 | Mount Lucas Management LP | 114,238 | $2.48M | 0.7% | +2.3% | 2.567% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 217,781 | $4.73M | 0.2% | +10.2% | 4.894% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 16,138 | $350K | 0.0% | -23.3% | 0.363% | |
2/2/2024 | Anfield Capital Management LLC | 57,513 | $1.25M | 0.7% | -43.9% | 1.292% | |
1/24/2024 | CENTRAL TRUST Co | 66,386 | $1.44M | 0.0% | +51.5% | 1.492% | |
1/16/2024 | Raymond James & Associates | 98,181 | $2.13M | 0.0% | -2.2% | 2.206% | |
11/6/2023 | Anfield Capital Management LLC | 102,471 | $2.19M | 1.0% | -1.0% | 2.303% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 197,569 | $4.22M | 0.2% | -1.4% | 4.440% | |
10/26/2023 | CENTRAL TRUST Co | 43,812 | $935K | 0.0% | +39.3% | 0.985% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 35,737 | $763K | 0.0% | -31.7% | 0.803% | |
10/16/2023 | Edmonds Duncan Registered Investment Advisors LLC | 165,938 | $3.54M | 0.6% | +0.9% | 3.729% | |
10/12/2023 | AdvisorNet Financial Inc | 2,787 | $59K | 0.0% | -31.6% | 0.063% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 21,040 | $449K | 0.0% | -12.1% | 0.473% | |
10/11/2023 | CWM LLC | 1,472 | $31K | 0.0% | +257.3% | 0.033% | |
10/11/2023 | Omega Financial Group LLC | 65,049 | $1.39M | 0.7% | -7.9% | 1.462% | |
8/14/2023 | Mount Lucas Management LP | 108,252 | $2.40M | 0.8% | +49.4% | 2.433% | |
8/8/2023 | AlphaCentric Advisors LLC | 18,538 | $410K | 0.2% | +35.8% | 0.417% | |
7/31/2023 | LPL Financial LLC | 85,232 | $1.89M | 0.0% | +3.1% | 1.915% | |
7/28/2023 | Koshinski Asset Management Inc. | 10,535 | $233K | 0.0% | -44.1% | 0.237% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 52,360 | $1.16M | 0.0% | -12.4% | 1.177% | |
7/25/2023 | Raymond James & Associates | 99,988 | $2.21M | 0.0% | +7.5% | 2.247% | |
7/18/2023 | Allworth Financial LP | 1,545 | $34K | 0.0% | N/A | 0.035% | |
7/12/2023 | Omega Financial Group LLC | 70,642 | $1.56M | 0.7% | -2.9% | 1.587% | |
7/6/2023 | Edmonds Duncan Registered Investment Advisors LLC | 164,443 | $3.64M | 1.1% | +2.3% | 3.695% | |
6/5/2023 | Level Four Advisory Services LLC | 14,099 | $299K | 0.0% | -7.0% | 0.303% | |
5/12/2023 | AlphaCentric Advisors LLC | 13,653 | $289K | 0.2% | N/A | 0.294% | |
5/9/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 202,190 | $4.29M | 0.2% | +19.2% | 4.348% | |
We recommended Nvidia in 2016, now we’re recommending this… (Ad) The AI boom is just getting started.
And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
5/5/2023 | Juncture Wealth Strategies LLC | 161,923 | $3.43M | 1.7% | +18.4% | 3.482% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 24,119 | $511K | 0.0% | +2.4% | 0.519% | |
5/4/2023 | Anfield Capital Management LLC | 77,906 | $1.85M | 0.9% | -11.1% | 1.675% | |
4/19/2023 | CENTRAL TRUST Co | 31,777 | $674K | 0.0% | +65.6% | 0.683% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 59,797 | $1.27M | 0.0% | -65.6% | 1.286% | |
4/14/2023 | Raymond James & Associates | 92,977 | $1.97M | 0.0% | +3.2% | 2.000% | |
4/12/2023 | Edmonds Duncan Registered Investment Advisors LLC | 160,696 | $3.41M | 1.1% | -2.3% | 3.246% | |
4/7/2023 | Omega Financial Group LLC | 72,741 | $1.54M | 0.7% | -13.9% | 1.470% | |
2/14/2023 | Cary Street Partners Asset Management LLC | 52,285 | $1.05M | 0.2% | N/A | 1.015% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 23,550 | $474K | 0.0% | +53.0% | 0.457% | |
2/13/2023 | Heritage Wealth Management LLC | 4,534 | $91K | 0.0% | +100.0% | 0.088% | |
2/10/2023 | SVB Wealth LLC | 29,002 | $584K | 0.0% | +59.8% | 0.563% | |
2/10/2023 | Omega Financial Group LLC | 84,526 | $1.65M | 0.9% | +19.6% | 1.641% | |
2/9/2023 | HighTower Advisors LLC | 70,912 | $1.43M | 0.0% | +181.5% | 1.377% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 174,057 | $3.50M | 0.0% | +31.7% | 3.380% | |
2/8/2023 | Raymond James & Associates | 90,080 | $1.81M | 0.0% | +8.5% | 1.749% | |
2/8/2023 | Capital Analysts LLC | 1,899 | $38K | 0.0% | N/A | 0.037% | |
2/8/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 169,627 | $3.41M | 0.2% | +21.2% | 3.294% | |
2/7/2023 | Commonwealth Equity Services LLC | 18,622 | $374K | 0.0% | +39.5% | 0.362% | |
2/7/2023 | LPL Financial LLC | 85,621 | $1.72M | 0.0% | +27.4% | 1.663% | |
2/7/2023 | Envestnet Asset Management Inc. | 240,843 | $4.85M | 0.0% | +82.3% | 4.677% | |
2/1/2023 | Anfield Capital Management LLC | 87,603 | $1.76M | 0.9% | -10.2% | 1.701% | |
1/26/2023 | CENTRAL TRUST Co | 19,186 | $386K | 0.0% | -14.8% | 0.373% | |
1/20/2023 | Edmonds Duncan Registered Investment Advisors LLC | 164,410 | $3.31M | 1.1% | -0.7% | 3.073% | |
1/20/2023 | Meridian Financial Partners LLC | 14,984 | $308K | 0.3% | N/A | 0.280% | |
1/18/2023 | Juncture Wealth Strategies LLC | 136,722 | $2.75M | 1.3% | -12.6% | 2.556% | |
1/6/2023 | Massmutual Trust Co. FSB ADV | 1,963 | $39K | 0.0% | -49.2% | 0.034% | |
11/14/2022 | OLD Mission Capital LLC | 11,410 | $216K | 0.0% | -86.8% | 0.228% | |
11/14/2022 | MML Investors Services LLC | 10,842 | $205K | 0.0% | N/A | 0.217% | |
11/10/2022 | Envestnet Asset Management Inc. | 132,130 | $2.50M | 0.0% | +31.2% | 2.643% | |
11/9/2022 | SVB Wealth LLC | 18,150 | $343K | 0.0% | N/A | 0.363% | |
11/3/2022 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 139,934 | $2.65M | 0.1% | -8.2% | 2.799% | |
10/25/2022 | Hightower 6M Holding LLC | 38,803 | $734K | 0.1% | +13.5% | 0.776% | |
10/25/2022 | Raymond James & Associates | 83,000 | $1.57M | 0.0% | +6.9% | 1.660% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 132,130 | $2.50M | 0.0% | +108.4% | 2.643% | |
10/24/2022 | Stratos Wealth Partners LTD. | 50,295 | $951K | 0.0% | +260.5% | 1.006% | |
10/17/2022 | Independent Wealth Network Inc. | 20,450 | $387K | 0.3% | -3.3% | 0.409% | |
10/14/2022 | Omega Financial Group LLC | 70,663 | $1.34M | 0.7% | -17.6% | 1.413% | |
10/14/2022 | Edmonds Duncan Registered Investment Advisors LLC | 165,529 | $3.13M | 1.1% | +5.1% | 3.311% | |
10/13/2022 | Flagship Harbor Advisors LLC | 34,228 | $647K | 0.1% | -8.3% | 0.685% | |
10/11/2022 | Juncture Wealth Strategies LLC | 156,404 | $2.96M | 1.5% | -11.6% | 3.128% | |
8/17/2022 | Castleview Partners LLC | 92,492 | $2.46M | 0.0% | +36,029.7% | 1.623% | |
8/15/2022 | Heritage Wealth Management LLC | 2,267 | $47K | 0.0% | N/A | 0.040% | |
8/12/2022 | Main Management LLC | 71,289 | $1.47M | 0.2% | -2.1% | 1.251% | |
8/11/2022 | CoreCap Advisors LLC | 2,335 | $48K | 0.0% | N/A | 0.041% | |
8/8/2022 | Level Four Advisory Services LLC | 15,640 | $322K | 0.0% | -5.4% | 0.274% | |
8/5/2022 | OLD Mission Capital LLC | 86,440 | $1.78M | 0.0% | +76.3% | 1.516% | |
8/5/2022 | Capital Advisors Ltd. LLC | 6,124 | $126K | 0.0% | -9.6% | 0.107% | |
8/3/2022 | Envestnet Asset Management Inc. | 100,716 | $2.08M | 0.0% | +26.4% | 1.767% | |
8/2/2022 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 152,441 | $3.14M | 0.2% | +45.7% | 2.674% | |
We recommended Nvidia in 2016, now we’re recommending this… (Ad) The AI boom is just getting started.
And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
7/26/2022 | Independent Wealth Network Inc. | 21,149 | $436K | 0.3% | -2.5% | 0.371% | |
7/22/2022 | Stratos Wealth Partners LTD. | 13,953 | $288K | 0.0% | N/A | 0.245% | |
7/19/2022 | Commonwealth Equity Services LLC | 17,826 | $367K | 0.0% | -2.9% | 0.313% | |
7/14/2022 | Juncture Wealth Strategies LLC | 177,010 | $3.65M | 1.8% | -6.0% | 3.105% | |
7/13/2022 | Flagship Harbor Advisors LLC | 37,322 | $769K | 0.1% | N/A | 0.638% | |
7/13/2022 | Omega Financial Group LLC | 85,715 | $1.77M | 0.9% | +40.3% | 1.465% | |
7/12/2022 | Koshinski Asset Management Inc. | 18,862 | $389K | 0.0% | -29.8% | 0.322% | |
6/3/2022 | Rehmann Capital Advisory Group | 15,269 | $355K | 0.0% | N/A | 0.244% | |
5/13/2022 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 104,652 | $2.43M | 0.1% | +11.4% | 1.674% | |
5/12/2022 | SRS Capital Advisors Inc. | 11,738 | $273K | 0.0% | +5.5% | 0.188% | |