10/17/2024 | Sard Wealth Management Group LLC | 18,190 | $282K | 0.2% | -38.7% | 0.456% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 48,760 | $756K | 0.1% | +13.9% | 1.222% | |
8/15/2024 | AlTi Global Inc. | 12,630 | $188K | 0.0% | N/A | 0.317% | |
8/6/2024 | Waddell & Associates LLC | 30,098 | $448K | 0.1% | N/A | 0.754% | |
8/6/2024 | Ellis Investment Partners LLC | 45,998 | $685K | 0.1% | +93.2% | 1.153% | |
8/5/2024 | Private Advisor Group LLC | 41,515 | $619K | 0.0% | +101.9% | 1.040% | |
|
7/31/2024 | Commonwealth Equity Services LLC | 22,791 | $340K | 0.0% | +80.8% | 0.571% | |
7/26/2024 | Harbour Investments Inc. | 8,960 | $134K | 0.0% | +76.1% | 0.225% | |
7/26/2024 | Latitude Advisors LLC | 89,393 | $1.33M | 0.8% | +96.4% | 2.240% | |
7/24/2024 | Family Firm Inc. | 22,567 | $336K | 0.0% | N/A | 0.566% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 42,794 | $638K | 0.1% | +122.6% | 1.073% | |
7/22/2024 | Hobbs Group Advisors LLC | 911,050 | $13.58M | 5.2% | N/A | 22.833% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 25,432 | $379K | 0.0% | N/A | 0.637% | |
7/15/2024 | RFG Advisory LLC | 11,687 | $174K | 0.0% | +47.9% | 0.293% | |
7/9/2024 | Astoria Portfolio Advisors LLC. | 1,553,264 | $23.14M | 8.3% | +101.6% | 38.929% | |
4/30/2024 | Private Advisor Group LLC | 20,565 | $655K | 0.0% | -48.5% | 1.039% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 19,227 | $600K | 0.1% | +12.7% | 0.971% | |
4/26/2024 | Latitude Advisors LLC | 45,509 | $1.45M | 0.9% | -11.8% | 2.310% | |
4/23/2024 | KLR Investment Advisors LLC | 29,257 | $904K | 0.6% | -15.0% | 1.485% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 770,279 | $24.32M | 9.4% | -1.1% | 39.100% | |
4/11/2024 | RFG Advisory LLC | 7,901 | $252K | 0.0% | -27.1% | 0.329% | |
2/16/2024 | Hobbs Group Advisors LLC | 427,782 | $11.72M | 5.2% | N/A | 17.824% | |
2/12/2024 | Avestar Capital LLC | 93,713 | $2.57M | 0.3% | +21.0% | 3.905% | |
2/8/2024 | KLR Investment Advisors LLC | 34,412 | $942K | 0.7% | -2.3% | 1.434% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 778,675 | $21.52M | 8.8% | +4.0% | 32.445% | |
2/6/2024 | Private Advisor Group LLC | 39,946 | $1.09M | 0.0% | +15.3% | 1.664% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 17,054 | $467K | 0.1% | +3.3% | 0.711% | |
1/30/2024 | Latitude Advisors LLC | 51,624 | $1.41M | 1.0% | -1.9% | 2.151% | |
1/29/2024 | Ellis Investment Partners LLC | 24,834 | $680K | 0.2% | -35.3% | 1.035% | |
1/25/2024 | RFG Advisory LLC | 10,839 | $297K | 0.0% | -64.2% | 0.452% | |
1/22/2024 | One Plus One Wealth Management LLC | 10,418 | $285K | 0.2% | N/A | 0.434% | |
11/13/2023 | PNC Financial Services Group Inc. | 1,486 | $38K | 0.0% | N/A | 0.062% | |
11/8/2023 | KLR Investment Advisors LLC | 35,221 | $882K | 0.8% | -3.2% | 1.468% | |
11/7/2023 | Kingsview Wealth Management LLC | 26,024 | $667K | 0.0% | +3.0% | 1.084% | |
11/3/2023 | Latitude Advisors LLC | 52,619 | $1.35M | 1.0% | -24.0% | 2.192% | |
11/3/2023 | Private Advisor Group LLC | 34,652 | $888K | 0.0% | +15.5% | 1.444% | |
11/1/2023 | Ellis Investment Partners LLC | 38,373 | $983K | 0.3% | -29.6% | 1.599% | |
10/27/2023 | Astoria Portfolio Advisors LLC. | 748,648 | $18.74M | 9.0% | -0.4% | 31.194% | |
10/23/2023 | Commonwealth Equity Services LLC | 66,102 | $1.69M | 0.0% | -52.4% | 2.754% | |
10/20/2023 | Avestar Capital LLC | 77,417 | $1.99M | 0.3% | N/A | 3.226% | |
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad) It's a groundbreaking opportunity that could be poised for extraordinary gains.
The catalyst behind this surge is a massive new blockchain development… YES, I WANT THE #1 CRYPTO NOW |
10/16/2023 | RFG Advisory LLC | 30,237 | $775K | 0.0% | -48.0% | 1.260% | |
8/10/2023 | Commonwealth Equity Services LLC | 138,832 | $3.54M | 0.0% | -21.9% | 5.785% | |
8/10/2023 | Private Advisor Group LLC | 30,013 | $785K | 0.0% | +21.8% | 1.251% | |
8/8/2023 | KLR Investment Advisors LLC | 36,383 | $936K | 0.8% | +3.3% | 1.516% | |
8/7/2023 | Ellis Investment Partners LLC | 54,481 | $1.39M | 0.3% | -51.1% | 2.270% | |
8/4/2023 | Envestnet Asset Management Inc. | 43,646 | $1.11M | 0.0% | -7.5% | 1.819% | |
8/3/2023 | RFG Advisory LLC | 58,113 | $1.48M | 0.1% | +0.9% | 2.421% | |
8/2/2023 | Bank of Montreal Can | 8,982 | $231K | 0.0% | N/A | 0.374% | |
7/31/2023 | LPL Financial LLC | 15,447 | $394K | 0.0% | -72.9% | 0.644% | |
7/31/2023 | BlackDiamond Wealth Management Inc. | 46,228 | $1.23M | 1.0% | -10.6% | 1.926% | |
7/26/2023 | Latitude Advisors LLC | 69,243 | $1.77M | 1.2% | -10.4% | 2.473% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 16,755 | $427K | 0.1% | +11.5% | 0.598% | |
7/14/2023 | Astoria Portfolio Advisors LLC. | 751,465 | $19.77M | 7.7% | +0.1% | 26.838% | |
7/11/2023 | Brookstone Capital Management | 17,115 | $434K | 0.0% | -4.1% | 0.611% | |
5/15/2023 | KLR Investment Advisors LLC | 35,221 | $882K | 0.8% | N/A | 1.258% | |
5/11/2023 | Commonwealth Equity Services LLC | 177,766 | $4.45M | 0.0% | +1.3% | 6.349% | |
5/10/2023 | Ellis Investment Partners LLC | 111,414 | $2.79M | 0.7% | -12.8% | 3.979% | |
5/10/2023 | Private Advisor Group LLC | 24,644 | $617K | 0.0% | N/A | 0.880% | |
5/1/2023 | Truadvice LLC | 16,087 | $401K | 0.2% | +4.8% | 0.575% | |
4/27/2023 | Latitude Advisors LLC | 77,246 | $1.94M | 1.4% | +14.9% | 2.759% | |
4/19/2023 | Brookstone Capital Management | 17,849 | $454K | 0.0% | -66.9% | 0.637% | |
4/10/2023 | Onyx Bridge Wealth Group LLC | 15,031 | $377K | 0.2% | +12.9% | 0.601% | |
4/5/2023 | Astoria Portfolio Advisors LLC. | 750,640 | $18.81M | 7.9% | +11.1% | 30.026% | |
2/13/2023 | Kingsview Wealth Management LLC | 24,693 | $627K | 0.0% | +5.1% | 0.988% | |
2/10/2023 | Advisor Group Holdings Inc. | 85,272 | $2.16M | 0.0% | +37.8% | 3.411% | |
2/9/2023 | Sowell Financial Services LLC | 19,995 | $507K | 0.0% | N/A | 0.800% | |
2/7/2023 | Commonwealth Equity Services LLC | 175,570 | $4.46M | 0.0% | -1.6% | 7.023% | |
2/7/2023 | Envestnet Asset Management Inc. | 47,573 | $1.21M | 0.0% | -6.7% | 1.903% | |
1/31/2023 | Ellis Investment Partners LLC | 127,804 | $3.24M | 0.9% | -54.1% | 5.112% | |
1/31/2023 | Threadgill Financial LLC | 67,258 | $1.71M | 0.8% | N/A | 2.690% | |
1/27/2023 | Latitude Advisors LLC | 67,258 | $1.71M | 1.3% | -21.8% | 2.690% | |
1/23/2023 | Astoria Portfolio Advisors LLC. | 675,815 | $18.10M | 8.5% | +13.3% | 28.159% | |
1/20/2023 | Truadvice LLC | 15,355 | $409K | 0.2% | -9.1% | 0.640% | |
1/18/2023 | BlackDiamond Wealth Management Inc. | 52,082 | $1.36M | 1.5% | +0.9% | 2.170% | |
1/11/2023 | Onyx Bridge Wealth Group LLC | 13,315 | $345K | 0.1% | N/A | 0.555% | |
1/9/2023 | Brookstone Capital Management | 53,916 | $1.40M | 0.0% | -1.1% | 2.247% | |
11/15/2022 | Ellis Investment Partners LLC | 278,505 | $6.24M | 1.7% | +5.3% | 11.140% | |
11/15/2022 | Commonwealth Equity Services LLC | 178,500 | $4.00M | 0.0% | +4.4% | 7.140% | |
11/7/2022 | Truadvice LLC | 16,897 | $426K | 0.2% | -9.8% | 0.676% | |
11/3/2022 | Astoria Portfolio Advisors LLC. | 596,696 | $13.38M | 9.1% | -2.8% | 23.868% | |
11/1/2022 | Hartline Investment Corp | 86,057 | $1.93M | 1.6% | N/A | 3.442% | |
10/26/2022 | BlackDiamond Wealth Management Inc. | 51,639 | $1.28M | 1.5% | -9.8% | 2.066% | |
10/14/2022 | Brookstone Capital Management | 54,512 | $1.28M | 0.0% | +1.4% | 2.180% | |
8/15/2022 | Laurel Wealth Advisors Inc. | 10,905 | $254K | 0.0% | N/A | 0.419% | |
8/13/2022 | RFG Advisory LLC | 49,275 | $1.22M | 0.1% | +11.2% | 1.895% | |
8/12/2022 | Truadvice LLC | 18,728 | $459K | 0.2% | +13.7% | 0.720% | |
8/1/2022 | Ellis Investment Partners LLC | 264,374 | $6.15M | 1.6% | +28.6% | 10.168% | |
7/28/2022 | Latitude Advisors LLC | 160,962 | $3.74M | 3.4% | -67.2% | 6.191% | |
7/22/2022 | BlackDiamond Wealth Management Inc. | 57,229 | $1.37M | 1.7% | +9.5% | 2.044% | |
7/19/2022 | Commonwealth Equity Services LLC | 170,967 | $3.98M | 0.0% | +156.8% | 6.106% | |
Buffett Dumps $982 Million in BofA Stock—What Does He Know? (Ad) Buffett's been eerily quiet about his reasons, but his actions speak volumes. When someone with his track record starts pulling out of the market, it's time to pay attention. Get your FREE, no-obligation Wealth Protection Guide now |
7/11/2022 | Brookstone Capital Management | 53,771 | $1.24M | 0.0% | N/A | 1.854% | |
7/7/2022 | Astoria Portfolio Advisors LLC. | 613,763 | $14.27M | 10.4% | +18.1% | 21.164% | |
6/1/2022 | Astoria Portfolio Advisors LLC. | 519,723 | $14.84M | 11.6% | N/A | 20.789% | |
5/11/2022 | RFG Advisory LLC | 44,317 | $1.27M | 0.1% | N/A | 4.924% | |
5/10/2022 | Truadvice LLC | 16,474 | $450K | 0.3% | N/A | 1.830% | |
5/9/2022 | Mutual Advisors LLC | 13,173 | $376K | 0.0% | N/A | 1.464% | |
5/4/2022 | BlackDiamond Wealth Management Inc. | 52,251 | $1.49M | 1.8% | N/A | 5.806% | |
5/4/2022 | Commonwealth Equity Services LLC | 66,567 | $1.90M | 0.0% | N/A | 7.396% | |
5/3/2022 | Ellis Investment Partners LLC | 205,553 | $5.87M | 1.4% | N/A | 22.839% | |
4/29/2022 | Latitude Advisors LLC | 491,285 | $14.03M | 3.2% | N/A | 54.587% | |