11/25/2024 | Sanctuary Advisors LLC | 61,448 | $3.33M | 0.0% | -13.8% | 0.715% | |
11/15/2024 | National Bank of Canada FI | 915 | $48K | 0.0% | -28.5% | 0.011% | |
11/15/2024 | HighTower Advisors LLC | 157,921 | $8.23M | 0.0% | -1.2% | 1.838% | |
11/14/2024 | Flow Traders U.S. LLC | 4,727 | $246K | 0.0% | N/A | 0.055% | |
11/13/2024 | Freedom Investment Management Inc. | 11,071 | $577K | 0.0% | -6.1% | 0.129% | |
11/12/2024 | Great Valley Advisor Group Inc. | 6,044 | $315K | 0.0% | +3.3% | 0.070% | |
|
11/8/2024 | Strategy Asset Managers LLC | 20,804 | $1.08M | 0.2% | +274.6% | 0.242% | |
11/8/2024 | Avior Wealth Management LLC | 1,200 | $63K | 0.0% | -25.0% | 0.014% | |
11/7/2024 | Joseph Group Capital Management | 49,440 | $2.58M | 1.0% | +19.0% | 0.576% | |
10/29/2024 | James Investment Research Inc. | 4,685 | $244K | 0.0% | -57.5% | 0.055% | |
10/28/2024 | CacheTech Inc. | 283,290 | $14.76M | 3.2% | +8.5% | 3.298% | |
10/25/2024 | Pinnacle Associates Ltd. | 23,640 | $1.12M | 0.0% | -5.0% | 0.275% | |
10/23/2024 | Walker Asset Management LLC | 22,041 | $1.15M | 0.7% | -1.8% | 0.257% | |
10/23/2024 | Yoder Wealth Management Inc. | 30,010 | $1.56M | 0.9% | +3.6% | 0.349% | |
10/22/2024 | Private Advisor Group LLC | 36,895 | $1.92M | 0.0% | +1.7% | 0.430% | |
10/19/2024 | Madison Park Capital Advisors LLC | 79,779 | $4.16M | 3.1% | N/A | 0.929% | |
10/18/2024 | Friedenthal Financial | 26,258 | $1.37M | 0.8% | +1.5% | 0.306% | |
10/18/2024 | Blue Trust Inc. | 689 | $33K | 0.0% | +134.4% | 0.008% | |
10/18/2024 | Legend Financial Advisors Inc. | 141,153 | $7.36M | 5.1% | +1.1% | 1.643% | |
10/11/2024 | Empirical Asset Management LLC | 5,376 | $280K | 0.0% | -8.2% | 0.063% | |
10/8/2024 | Legacy Private Trust Co. | 29,569 | $1.54M | 0.1% | +23.8% | 0.344% | |
10/7/2024 | SignalPoint Asset Management LLC | 62,561 | $3.28M | 0.8% | +0.7% | 0.728% | |
10/7/2024 | Davis Investment Partners LLC | 27,361 | $1.42M | 0.6% | -0.8% | 0.319% | |
9/5/2024 | Sanctuary Advisors LLC | 71,255 | $3.42M | 0.0% | N/A | 0.830% | |
8/22/2024 | Cetera Investment Advisers | 20,204 | $971K | 0.0% | -4.3% | 0.235% | |
8/16/2024 | NewEdge Advisors LLC | 87,713 | $4.21M | 0.0% | N/A | 1.021% | |
8/14/2024 | Treynor Bancshares Inc. | 57,915 | $2.78M | 2.9% | -4.6% | 0.674% | |
8/13/2024 | Joseph Group Capital Management | 41,538 | $2.00M | 1.0% | +12.3% | 0.484% | |
8/12/2024 | Leuthold Group LLC | 29,301 | $1.41M | 0.2% | +0.9% | 0.341% | |
8/8/2024 | Envestnet Asset Management Inc. | 127,748 | $6.14M | 0.0% | -3.7% | 1.487% | |
8/5/2024 | Private Advisor Group LLC | 36,274 | $1.74M | 0.0% | +8.4% | 0.422% | |
8/2/2024 | Strategy Asset Managers LLC | 5,553 | $267K | 0.1% | -70.1% | 0.065% | |
7/30/2024 | International Assets Investment Management LLC | 600 | $29K | 0.0% | N/A | 0.007% | |
7/27/2024 | Legend Financial Advisors Inc. | 139,672 | $6.71M | 4.8% | +0.9% | 1.626% | |
7/26/2024 | Bank of New York Mellon Corp | 9,741 | $468K | 0.0% | -4.7% | 0.113% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 24,494 | $1.18M | 0.6% | -6.3% | 0.285% | |
7/22/2024 | Carnegie Investment Counsel | 32,196 | $1.55M | 0.0% | -1.9% | 0.375% | |
7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 1,600,000 | $76.86M | 1.4% | -23.8% | 18.626% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 237,049 | $11.39M | 0.0% | +0.7% | 2.760% | |
7/19/2024 | Raymond James & Associates | 64,985 | $3.12M | 0.0% | -18.3% | 0.757% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Starting with what I call Exec. Order 001.
It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office... I put all the details together for you here — but please hurry. |
7/19/2024 | Davis Investment Partners LLC | 27,595 | $1.36M | 0.6% | -12.5% | 0.321% | |
7/16/2024 | Friedenthal Financial | 25,874 | $1.24M | 0.8% | -2.3% | 0.301% | |
5/24/2024 | Cetera Advisors LLC | 5,789 | $295K | 0.0% | N/A | 0.067% | |
5/20/2024 | Adams Wealth Management | 247,152 | $12.61M | 3.1% | +12.5% | 2.877% | |
5/17/2024 | Comerica Bank | 2,196 | $112K | 0.0% | -10.1% | 0.026% | |
5/9/2024 | Orion Portfolio Solutions LLC | 15,777 | $805K | 0.0% | -50.9% | 0.184% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,345 | $375K | 0.0% | -7.9% | 0.086% | |
5/6/2024 | Leuthold Group LLC | 29,047 | $1.48M | 0.2% | +6.8% | 0.338% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 26,146 | $1.33M | 0.7% | +2.2% | 0.300% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,340 | $323K | 0.0% | +36.3% | 0.073% | |
4/30/2024 | Private Advisor Group LLC | 33,456 | $1.71M | 0.0% | -1.3% | 0.384% | |
4/26/2024 | Pinnacle Associates Ltd. | 25,865 | $1.32M | 0.0% | +9.4% | 0.297% | |
4/25/2024 | Strategy Asset Managers LLC | 18,571 | $948K | 0.2% | +5.8% | 0.213% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 235,404 | $12.01M | 0.0% | -19.3% | 2.700% | |
4/19/2024 | Yoder Wealth Management Inc. | 29,545 | $1.51M | 1.0% | -2.7% | 0.339% | |
4/17/2024 | Legend Financial Advisors Inc. | 138,435 | $7.06M | 5.1% | +2.4% | 1.234% | |
4/12/2024 | Worth Asset Management LLC | 11,943 | $609K | 0.4% | N/A | 0.106% | |
4/11/2024 | SignalPoint Asset Management LLC | 62,583 | $3.20M | 0.9% | -5.5% | 0.558% | |
4/10/2024 | Walker Asset Management LLC | 22,487 | $1.15M | 0.8% | -4.7% | 0.200% | |
4/10/2024 | Legacy Private Trust Co. | 27,522 | $1.40M | 0.1% | +50.6% | 0.245% | |
2/15/2024 | Cohen & Steers Inc. | 63,926 | $3.04M | 0.0% | N/A | 0.570% | |
2/14/2024 | Vista Investment Management | 28,421 | $1.35M | 0.6% | N/A | 0.253% | |
2/13/2024 | Joseph Group Capital Management | 31,525 | $1.50M | 0.9% | N/A | 0.281% | |
2/12/2024 | Adams Wealth Management | 219,694 | $10.45M | 3.1% | N/A | 1.958% | |
2/12/2024 | Scotia Capital Inc. | 17,253 | $820K | 0.0% | N/A | 0.154% | |
2/12/2024 | Connable Office Inc. | 33,051 | $1.57M | 0.2% | N/A | 0.295% | |
2/9/2024 | Advisory Services Network LLC | 15,748 | $749K | 0.0% | N/A | 0.140% | |
2/9/2024 | Orion Portfolio Solutions LLC | 32,131 | $1.51M | 0.0% | N/A | 0.286% | |
2/8/2024 | Janney Capital Management LLC | 99,956 | $4.75M | 0.3% | N/A | 0.891% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 7,976 | $379K | 0.0% | N/A | 0.071% | |
2/7/2024 | Wealthspire Advisors LLC | 4,230 | $201K | 0.0% | N/A | 0.038% | |
2/6/2024 | Private Advisor Group LLC | 33,891 | $1.61M | 0.0% | N/A | 0.302% | |
2/6/2024 | Leuthold Group LLC | 27,207 | $1.29M | 0.2% | N/A | 0.242% | |
2/6/2024 | National Bank of Canada FI | 1,579 | $75K | 0.0% | N/A | 0.014% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 6,447 | $307K | 0.0% | N/A | 0.057% | |
2/6/2024 | Great Valley Advisor Group Inc. | 5,897 | $280K | 0.0% | N/A | 0.053% | |
2/5/2024 | Transcend Capital Advisors LLC | 10,327 | $491K | 0.0% | N/A | 0.092% | |
2/2/2024 | Yoder Wealth Management Inc. | 30,368 | $1.38M | 1.0% | N/A | 0.271% | |
2/2/2024 | Atria Wealth Solutions Inc. | 9,394 | $447K | 0.0% | N/A | 0.084% | |
2/1/2024 | Tradewinds Capital Management LLC | 3,252 | $155K | 0.1% | N/A | 0.029% | |
1/31/2024 | Legend Financial Advisors Inc. | 135,161 | $6.43M | 5.2% | N/A | 1.205% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 7,635 | $364K | 0.0% | N/A | 0.068% | |
1/30/2024 | Capital Analysts LLC | 4,585 | $218K | 0.0% | N/A | 0.041% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 32,807 | $1.56M | 0.1% | N/A | 0.292% | |
1/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 2,100,000 | $99.86M | 1.8% | N/A | 18.717% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 25,571 | $1.22M | 0.8% | N/A | 0.228% | |
1/29/2024 | Friedenthal Financial | 27,546 | $1.31M | 0.9% | N/A | 0.246% | |
1/24/2024 | Chevy Chase Trust Holdings LLC | 10,266 | $488K | 0.0% | N/A | 0.091% | |
1/24/2024 | Private Trust Co. NA | 7,698 | $366K | 0.0% | N/A | 0.069% | |
1/19/2024 | Pinnacle Associates Ltd. | 23,640 | $1.12M | 0.0% | N/A | 0.211% | |
Did You See Trump’s Bombshell Exec. Order 001? (Ad) Starting with what I call Exec. Order 001.
It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office... I put all the details together for you here — but please hurry. |
1/17/2024 | SignalPoint Asset Management LLC | 66,191 | $3.15M | 0.9% | N/A | 0.590% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 291,701 | $13.87M | 0.0% | N/A | 2.600% | |
1/16/2024 | Raymond James & Associates | 76,011 | $3.61M | 0.0% | N/A | 0.677% | |
1/16/2024 | Valicenti Advisory Services Inc. | 63,630 | $3.03M | 0.9% | N/A | 0.567% | |
1/12/2024 | Davis Investment Partners LLC | 31,534 | $1.45M | 0.7% | N/A | 0.281% | |