4/15/2025 | Davis Investment Partners LLC | 32,337 | $1.53M | 0.7% | +16.2% | 0.827% | |
4/15/2025 | Walker Asset Management LLC | 20,851 | $1.04M | 0.6% | -1.5% | 0.533% | |
4/14/2025 | Farther Finance Advisors LLC | 56,570 | $2.84M | 0.1% | +27,228.5% | 1.447% | |
4/4/2025 | Legacy Private Trust Co. | 35,310 | $1.76M | 0.1% | +32.8% | 0.614% | |
2/27/2025 | ABLE Financial Group LLC | 4,451 | $238K | 0.1% | N/A | 0.052% | |
2/17/2025 | Vista Investment Management | 31,507 | $1.68M | 0.6% | +0.7% | 0.367% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 128,638 | $7.10M | 0.6% | N/A | 1.498% | |
2/17/2025 | Quantinno Capital Management LP | 4,539 | $243K | 0.0% | N/A | 0.053% | |
2/17/2025 | CoreCap Advisors LLC | 10,057 | $537K | 0.0% | N/A | 0.117% | |
2/17/2025 | Citadel Advisors LLC | 5,643 | $302K | 0.0% | N/A | 0.066% | |
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2/17/2025 | Bank of America Corp DE | 66,667 | $3.56M | 0.0% | -5.7% | 0.776% | |
2/17/2025 | Ameriprise Financial Inc. | 17,190 | $918K | 0.0% | -6.8% | 0.200% | |
2/14/2025 | Lido Advisors LLC | 14,615 | $781K | 0.0% | +20.4% | 0.170% | |
2/14/2025 | Stifel Financial Corp | 4,736 | $253K | 0.0% | N/A | 0.055% | |
2/14/2025 | Freedom Investment Management Inc. | 9,973 | $533K | 0.0% | -9.9% | 0.116% | |
2/14/2025 | Adams Wealth Management | 300,698 | $16.07M | 3.1% | +6.1% | 3.501% | |
2/13/2025 | CacheTech Inc. | 300,698 | $16.07M | 3.0% | +6.1% | 3.501% | |
2/13/2025 | Raymond James Financial Inc. | 259,386 | $13.86M | 0.0% | N/A | 3.020% | |
2/13/2025 | Advisory Services Network LLC | 11,378 | $608K | 0.0% | -24.0% | 0.132% | |
2/13/2025 | Bank of Montreal Can | 3,122 | $167K | 0.0% | -23.6% | 0.036% | |
2/13/2025 | Waterloo Capital L.P. | 5,054 | $270K | 0.0% | N/A | 0.059% | |
2/13/2025 | Envestnet Asset Management Inc. | 105,294 | $5.63M | 0.0% | +386.7% | 1.226% | |
2/13/2025 | Wells Fargo & Company MN | 100,082 | $5.35M | 0.0% | +1.5% | 1.165% | |
2/12/2025 | Treynor Bancshares Inc. | 31,911 | $1.71M | 1.8% | -37.0% | 0.371% | |
2/12/2025 | Joseph Group Capital Management | 55,270 | $2.95M | 1.2% | +11.8% | 0.643% | |
2/12/2025 | Strategy Asset Managers LLC | 22,063 | $1.18M | 0.2% | +6.1% | 0.257% | |
2/12/2025 | JPMorgan Chase & Co. | 52,409 | $2.80M | 0.0% | +1,611.0% | 0.610% | |
2/11/2025 | LPL Financial LLC | 118,984 | $6.36M | 0.0% | -2.3% | 1.385% | |
2/10/2025 | Corient Private Wealth LLC | 5,197 | $278K | 0.0% | -8.2% | 0.061% | |
2/7/2025 | HighTower Advisors LLC | 159,007 | $8.50M | 0.0% | +0.7% | 1.851% | |
2/7/2025 | Independent Advisor Alliance | 23,162 | $1.24M | 0.0% | N/A | 0.270% | |
2/6/2025 | Raymond James Financial Inc. | 259,386 | $13.86M | 0.0% | N/A | 3.020% | |
2/6/2025 | Jones Financial Companies Lllp | 1,676 | $90K | 0.0% | +248.4% | 0.020% | |
2/5/2025 | Smartleaf Asset Management LLC | 3,738 | $200K | 0.0% | N/A | 0.044% | |
2/5/2025 | Connable Office Inc. | 19,954 | $1.07M | 0.1% | N/A | 0.232% | |
2/5/2025 | US Bancorp DE | 903 | $48K | 0.0% | +554.3% | 0.011% | |
2/3/2025 | Private Advisor Group LLC | 35,498 | $1.90M | 0.0% | -3.8% | 0.413% | |
1/31/2025 | Global Retirement Partners LLC | 2,672 | $143K | 0.0% | N/A | 0.031% | |
1/31/2025 | Blue Chip Partners LLC | 46,610 | $2.49M | 0.2% | N/A | 0.543% | |
1/31/2025 | Sanctuary Advisors LLC | 61,127 | $3.41M | 0.0% | -0.5% | 0.712% | |
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1/30/2025 | Strategic Financial Concepts LLC | 10,686 | $571K | 0.0% | N/A | 0.124% | |
1/28/2025 | Strategic Financial Concepts LLC | 10,686 | $571K | 0.0% | N/A | 0.124% | |
1/27/2025 | Verity Asset Management Inc. | 5,311 | $284K | 0.1% | N/A | 0.062% | |
1/24/2025 | Yoder Wealth Management Inc. | 31,330 | $1.67M | 0.9% | +4.4% | 0.365% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 1,999,771 | $106.85M | 1.7% | +6.4% | 23.280% | |
1/17/2025 | Janney Montgomery Scott LLC | 25,601 | $1.37M | 0.0% | +561.7% | 0.298% | |
1/17/2025 | Madison Park Capital Advisors LLC | 19,517 | $1.04M | 0.8% | -75.5% | 0.227% | |
1/15/2025 | Walker Asset Management LLC | 21,158 | $1.13M | 0.7% | -4.0% | 0.246% | |
1/15/2025 | Carnegie Investment Counsel | 31,903 | $1.71M | 0.0% | -0.9% | 0.371% | |
1/14/2025 | SignalPoint Asset Management LLC | 57,727 | $3.08M | 0.8% | -7.7% | 0.672% | |
1/13/2025 | Davis Investment Partners LLC | 27,831 | $1.46M | 0.6% | +1.7% | 0.324% | |
1/8/2025 | Legacy Private Trust Co. | 26,584 | $1.42M | 0.1% | -10.1% | 0.309% | |
1/8/2025 | Worth Asset Management LLC | 5,844 | $312K | 0.2% | N/A | 0.068% | |
1/7/2025 | Legend Financial Advisors Inc. | 136,817 | $7.31M | 5.2% | -3.1% | 1.593% | |
12/26/2024 | JPMorgan Chase & Co. | 3,063 | $160K | 0.0% | +123.4% | 0.036% | |
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% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
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% | |
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% | |