11/15/2024 | Orion Portfolio Solutions LLC | 107,434 | $3.30M | 0.1% | -4.4% | 1.243% | |
11/15/2024 | Jane Street Group LLC | 76,775 | $2.36M | 0.0% | +100.0% | 0.889% | |
11/15/2024 | Stifel Financial Corp | 11,709 | $360K | 0.0% | -90.6% | 0.136% | |
11/15/2024 | Integrated Wealth Concepts LLC | 43,013 | $1.32M | 0.0% | +4.4% | 0.498% | |
11/15/2024 | HighTower Advisors LLC | 15,014 | $465K | 0.0% | +19.6% | 0.174% | |
11/15/2024 | Arizona PSPRS Trust | 14,900 | $458K | 0.0% | N/A | 0.172% | |
|
11/6/2024 | OneDigital Investment Advisors LLC | 18,090 | $556K | 0.0% | +12.5% | 0.209% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,314 | $286K | 0.0% | +7.3% | 0.108% | |
10/22/2024 | McAdam LLC | 172,408 | $5.30M | 0.3% | -3.6% | 1.995% | |
10/18/2024 | Blue Trust Inc. | 26,399 | $772K | 0.0% | +11.6% | 0.306% | |
8/22/2024 | Cetera Investment Advisers | 36,896 | $1.08M | 0.0% | +4.6% | 0.427% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,206 | $64K | 0.0% | +20.3% | 0.026% | |
8/15/2024 | Daymark Wealth Partners LLC | 7,194 | $210K | 0.0% | N/A | 0.083% | |
8/13/2024 | Sei Investments Co. | 70,960 | $2.07M | 0.0% | +2.1% | 0.821% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,119 | $500K | 0.0% | +2.3% | 0.198% | |
7/24/2024 | McAdam LLC | 178,807 | $5.23M | 0.3% | +7.0% | 2.070% | |
7/22/2024 | Krilogy Financial LLC | 25,994 | $760K | 0.1% | +4.5% | 0.301% | |
7/10/2024 | Contravisory Investment Management Inc. | 14,908 | $436K | 0.1% | N/A | 0.173% | |
5/16/2024 | Jane Street Group LLC | 524,627 | $14.02M | 0.0% | N/A | 6.072% | |
5/7/2024 | Sei Investments Co. | 69,485 | $1.86M | 0.0% | +28.3% | 0.812% | |
4/24/2024 | Krilogy Financial LLC | 24,865 | $665K | 0.1% | N/A | 0.274% | |
4/12/2024 | Worth Asset Management LLC | 12,734 | $340K | 0.2% | -75.3% | 0.141% | |
2/26/2024 | Centaurus Financial Inc. | 4,844 | $124K | 0.0% | N/A | 0.087% | |
2/12/2024 | Tradition Wealth Management LLC | 3,820 | $98K | 0.0% | +247.3% | 0.068% | |
2/12/2024 | Stifel Financial Corp | 243,414 | $6.23M | 0.0% | -4.2% | 4.354% | |
2/9/2024 | Orion Portfolio Solutions LLC | 111,652 | $2.87M | 0.0% | +45.3% | 1.997% | |
2/7/2024 | Checchi Capital Advisers LLC | 24,077 | $616K | 0.1% | -7.3% | 0.431% | |
2/7/2024 | Bogart Wealth LLC | 1,363 | $35K | 0.0% | N/A | 0.024% | |
2/5/2024 | Brighton Jones LLC | 8,173 | $209K | 0.0% | N/A | 0.146% | |
2/5/2024 | McAdam LLC | 155,316 | $3.98M | 0.3% | +5.7% | 2.778% | |
1/31/2024 | Evolution Wealth Advisors LLC | 13,372 | $342K | 0.1% | +5.4% | 0.239% | |
1/30/2024 | Tyche Wealth Partners LLC | 31,718 | $812K | 0.2% | N/A | 0.567% | |
1/30/2024 | Cookson Peirce & Co. Inc. | 8,358 | $214K | 0.0% | N/A | 0.150% | |
1/24/2024 | Arvest Investments Inc. | 19,322 | $495K | 0.1% | N/A | 0.346% | |
1/16/2024 | Raymond James & Associates | 33,158 | $849K | 0.0% | N/A | 0.593% | |
1/11/2024 | Worth Asset Management LLC | 51,522 | $1.32M | 0.9% | +4.1% | 0.922% | |
12/6/2023 | Citigroup Inc. | 5,066 | $119K | 0.0% | -34.1% | 0.091% | |
11/21/2023 | Tompkins Financial Corp | 2,400 | $56K | 0.0% | -20.0% | 0.043% | |
11/13/2023 | Stifel Financial Corp | 254,127 | $5.97M | 0.0% | N/A | 4.546% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 167,016 | $3.92M | 0.0% | N/A | 2.988% | |
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad) This isn't just another investment.
It might be the last retirement stock you'll ever need.
But this window of opportunity is closing fast. Click here for the ticker >>> |
11/1/2023 | Orion Portfolio Solutions LLC | 76,820 | $1.80M | 0.0% | -3.1% | 1.374% | |
10/31/2023 | McAdam LLC | 146,957 | $3.45M | 0.3% | +10.6% | 2.629% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,059 | $330K | 0.0% | +10.7% | 0.252% | |
10/11/2023 | Ronald Blue Trust Inc. | 11,707 | $269K | 0.0% | N/A | 0.209% | |
10/11/2023 | Worth Asset Management LLC | 49,485 | $1.16M | 0.9% | -43.9% | 0.885% | |
8/10/2023 | Checchi Capital Advisers LLC | 26,142 | $602K | 0.1% | +1.7% | 0.468% | |
8/10/2023 | Cetera Advisor Networks LLC | 25,917 | $597K | 0.0% | +7.0% | 0.464% | |
8/2/2023 | McAdam LLC | 132,892 | $3.06M | 0.3% | +14.1% | 2.377% | |
7/31/2023 | LPL Financial LLC | 66,713 | $1.54M | 0.0% | +161.0% | 1.193% | |
7/17/2023 | Evolution Wealth Advisors LLC | 12,687 | $292K | 0.1% | -22.8% | 0.296% | |
7/11/2023 | Worth Asset Management LLC | 88,174 | $2.03M | 1.5% | N/A | 2.060% | |
5/12/2023 | SeaCrest Wealth Management LLC | 21,644 | $447K | 0.1% | +31.9% | 0.506% | |
5/8/2023 | Checchi Capital Advisers LLC | 25,714 | $531K | 0.1% | +10.6% | 0.601% | |
5/5/2023 | Nordwand Advisors LLC | 2,290 | $47K | 0.0% | N/A | 0.054% | |
5/3/2023 | Integrated Wealth Concepts LLC | 34,739 | $717K | 0.0% | +22.2% | 0.812% | |
5/2/2023 | Evolution Wealth Advisors LLC | 16,433 | $339K | 0.1% | -16.3% | 0.384% | |
4/24/2023 | McAdam LLC | 116,481 | $2.41M | 0.2% | +29.2% | 2.722% | |
4/12/2023 | National Bank of Canada FI | 2,775 | $57K | 0.0% | -47.4% | 0.065% | |
3/6/2023 | OLD Mission Capital LLC | 1,156 | $25K | 0.0% | -89.3% | 0.027% | |
2/13/2023 | Integrated Wealth Concepts LLC | 28,438 | $605K | 0.0% | +30.4% | 0.664% | |
2/10/2023 | Checchi Capital Advisers LLC | 23,245 | $495K | 0.1% | -42.2% | 0.543% | |
2/8/2023 | Belpointe Asset Management LLC | 1,471 | $31K | 0.0% | N/A | 0.034% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 13,959 | $297K | 0.0% | +7.2% | 0.326% | |
2/7/2023 | Evolution Wealth Advisors LLC | 19,625 | $418K | 0.1% | N/A | 0.459% | |
2/3/2023 | Sepio Capital LP | 196,876 | $4.19M | 0.4% | +13.9% | 4.600% | |
2/2/2023 | Simplex Trading LLC | 9,037 | $192K | 0.0% | +208.5% | 0.211% | |
1/27/2023 | McAdam LLC | 90,178 | $2.41M | 0.2% | -10.1% | 2.107% | |
1/24/2023 | National Bank of Canada FI | 5,275 | $112K | 0.0% | -13.2% | 0.123% | |
1/13/2023 | Worth Asset Management LLC | 54,941 | $1.17M | 0.8% | -33.0% | 1.284% | |
11/14/2022 | OLD Mission Capital LLC | 10,828 | $255K | 0.0% | -6.3% | 0.272% | |
11/9/2022 | Checchi Capital Advisers LLC | 40,223 | $947K | 0.1% | +27.3% | 1.011% | |
10/28/2022 | Sepio Capital LP | 172,896 | $4.07M | 0.4% | +0.9% | 4.344% | |
10/24/2022 | McAdam LLC | 100,362 | $2.36M | 0.3% | +5.5% | 2.522% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 13,018 | $306K | 0.0% | N/A | 0.327% | |
10/13/2022 | National Bank of Canada FI | 6,075 | $142K | 0.0% | +69.9% | 0.153% | |
10/7/2022 | Worth Asset Management LLC | 81,954 | $1.93M | 1.4% | N/A | 2.059% | |
9/2/2022 | Amundi | 31,600 | $726K | 0.0% | -10.7% | 0.861% | |
8/16/2022 | PenderFund Capital Management Ltd. | 1,800 | $53K | 0.0% | N/A | 0.049% | |
8/13/2022 | Flow Traders U.S. LLC | 10,633 | $241K | 0.0% | -77.8% | 0.290% | |
8/11/2022 | Checchi Capital Advisers LLC | 31,589 | $783K | 0.1% | -5.5% | 0.861% | |
8/8/2022 | Integrated Wealth Concepts LLC | 22,330 | $507K | 0.0% | +35.5% | 0.608% | |
8/5/2022 | OLD Mission Capital LLC | 11,550 | $262K | 0.0% | -4.9% | 0.315% | |
7/26/2022 | Sepio Capital LP | 171,420 | $3.89M | 0.4% | +228.1% | 4.633% | |
7/15/2022 | McAdam LLC | 95,152 | $2.16M | 0.2% | -5.4% | 2.572% | |
5/12/2022 | Integrated Wealth Concepts LLC | 16,482 | $427K | 0.0% | N/A | 0.408% | |
5/12/2022 | Tompkins Financial Corp | 3,000 | $78K | 0.0% | N/A | 0.074% | |
5/9/2022 | Sepio Capital LP | 52,250 | $1.35M | 0.1% | +5.9% | 1.293% | |
5/9/2022 | Checchi Capital Advisers LLC | 33,420 | $865K | 0.1% | +19.9% | 0.827% | |
4/14/2022 | Cutler Group LP | 7,850 | $203K | 0.0% | +190.7% | 0.197% | |
4/7/2022 | McAdam LLC | 100,601 | $2.60M | 0.2% | +11.6% | 2.528% | |
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad) This isn't just another investment.
It might be the last retirement stock you'll ever need.
But this window of opportunity is closing fast. Click here for the ticker >>> |
2/10/2022 | OLD Mission Capital LLC | 15,058 | $403K | 0.0% | +7.9% | 0.320% | |
2/9/2022 | Checchi Capital Advisers LLC | 27,877 | $746K | 0.1% | +48.9% | 0.593% | |
2/4/2022 | Envestnet Asset Management Inc. | 7,681 | $205K | 0.0% | N/A | 0.163% | |
2/2/2022 | Tradewinds Capital Management LLC | 342,318 | $9.16M | 1.4% | +102,698.2% | 7.283% | |
1/25/2022 | Sepio Capital LP | 49,347 | $1.32M | 0.1% | N/A | 1.050% | |
1/24/2022 | National Bank of Canada FI | 3,575 | $95K | 0.0% | N/A | 0.076% | |
1/12/2022 | Contravisory Investment Management Inc. | 7,273 | $195K | 0.1% | +8.9% | 0.155% | |
1/7/2022 | McAdam LLC | 90,178 | $2.41M | 0.2% | +11.6% | 1.919% | |
11/15/2021 | Neuberger Berman Group LLC | 495,959 | $14.13M | 0.0% | -11.2% | 11.507% | |
11/12/2021 | OLD Mission Capital LLC | 13,952 | $397K | 0.0% | -41.0% | 0.324% | |