11/1/2024 | Atria Investments Inc | 3,604 | $276K | 0.0% | N/A | 0.049% | |
10/30/2024 | Capital Wealth Alliance LLC | 9,630 | $738K | 0.4% | -16.3% | 0.131% | |
10/30/2024 | Garrison Asset Management LLC | 5,350 | $410K | 0.2% | -3.6% | 0.073% | |
10/29/2024 | Janney Montgomery Scott LLC | 17,509 | $1.34M | 0.0% | -31.5% | 0.238% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,695 | $130K | 0.0% | +214.5% | 0.023% | |
10/25/2024 | SteelPeak Wealth LLC | 3,425 | $262K | 0.0% | N/A | 0.046% | |
|
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,746 | $287K | 0.0% | -23.7% | 0.051% | |
10/23/2024 | Walker Asset Management LLC | 6,373 | $488K | 0.3% | -2.3% | 0.086% | |
10/23/2024 | Mason & Associates Inc | 37,906 | $2.91M | 0.7% | -60.3% | 0.514% | |
10/22/2024 | Private Advisor Group LLC | 20,690 | $1.59M | 0.0% | -31.9% | 0.281% | |
10/21/2024 | Evernest Financial Advisors LLC | 21,216 | $1.63M | 0.4% | -6.9% | 0.288% | |
10/21/2024 | Denver Wealth Management Inc. | 3,099 | $238K | 0.1% | -13.8% | 0.042% | |
10/19/2024 | Longview Financial Advisors Inc. | 6,443 | $494K | 0.4% | -3.3% | 0.087% | |
10/18/2024 | Raymond James & Associates | 49,663 | $3.81M | 0.0% | -13.3% | 0.674% | |
10/18/2024 | Raub Brock Capital Management LP | 95,150 | $7.29M | 1.5% | -0.2% | 1.291% | |
10/10/2024 | Requisite Capital Management LLC | 12,518 | $959K | 0.2% | -44.9% | 0.170% | |
10/9/2024 | Strategic Advisors LLC | 5,896 | $452K | 0.1% | -50.3% | 0.080% | |
10/8/2024 | Brookstone Capital Management | 16,741 | $1.28M | 0.0% | +5.6% | 0.227% | |
10/7/2024 | Davis Investment Partners LLC | 53,560 | $4.24M | 1.8% | -11.5% | 0.727% | |
9/23/2024 | Centaurus Financial Inc. | 1,700 | $137K | 0.0% | N/A | 0.023% | |
9/5/2024 | Sanctuary Advisors LLC | 36,954 | $3.10M | 0.0% | N/A | 0.501% | |
8/27/2024 | Custom Portfolio Group LLC | 377 | $29K | 0.0% | -77.7% | 0.005% | |
8/22/2024 | Cetera Investment Advisers | 20,327 | $1.64M | 0.0% | -1.8% | 0.276% | |
8/21/2024 | Truist Financial Corp | 6,523 | $526K | 0.0% | -22.2% | 0.089% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,604 | $129K | 0.0% | -39.6% | 0.022% | |
8/14/2024 | Bank of Montreal Can | 4,882 | $396K | 0.0% | -7.5% | 0.066% | |
8/14/2024 | Beck Capital Management LLC | 62,094 | $5.01M | 1.4% | +17.4% | 0.843% | |
8/9/2024 | Garrison Asset Management LLC | 5,549 | $447K | 0.2% | -4.7% | 0.075% | |
8/8/2024 | HHM Wealth Advisors LLC | 2,071 | $167K | 0.0% | +79.9% | 0.028% | |
8/8/2024 | Evernest Financial Advisors LLC | 22,794 | $1.84M | 0.8% | +5.1% | 0.309% | |
8/6/2024 | Advisor OS LLC | 2,682 | $216K | 0.0% | N/A | 0.036% | |
8/2/2024 | Ferguson Shapiro LLC | 3,800 | $306K | 0.1% | N/A | 0.052% | |
8/1/2024 | Flaharty Asset Management LLC | 342,664 | $27.63M | 4.1% | -0.7% | 4.649% | |
7/31/2024 | Essex Financial Services Inc. | 3,161 | $255K | 0.0% | -16.0% | 0.043% | |
7/31/2024 | Commonwealth Equity Services LLC | 58,353 | $4.71M | 0.0% | +2.0% | 0.792% | |
7/31/2024 | Rothschild Investment LLC | 3,968 | $320K | 0.0% | N/A | 0.054% | |
7/30/2024 | International Assets Investment Management LLC | 1,315 | $106K | 0.0% | N/A | 0.018% | |
7/29/2024 | Blue Chip Partners LLC | 3,920 | $316K | 0.0% | +48.3% | 0.053% | |
7/29/2024 | Whittier Trust Co. | 1,000 | $81K | 0.0% | N/A | 0.014% | |
7/27/2024 | CMC Financial Group | 40,083 | $3.23M | 5.4% | +5.5% | 0.544% | |
The pin that pops the AI bubble (Ad) My new documentary explores the background to this pattern and how and why I believe it will almost certainly repeat itself with the AI frenzy.
I urge you to watch it before you invest another cent. Again, to be clear, I’m no Chicken Little. Far from it. So go here now to read my new report The Big AI Die-Up… while you still can. |
7/25/2024 | Private Wealth Group LLC | 10,044 | $810K | 0.4% | +10.4% | 0.136% | |
7/24/2024 | Capital Wealth Alliance LLC | 11,501 | $927K | 0.5% | -26.6% | 0.156% | |
7/24/2024 | &PARTNERS | 13,165 | $1.06M | 0.0% | +87.9% | 0.179% | |
7/22/2024 | Denver Wealth Management Inc. | 3,594 | $290K | 0.1% | -3.9% | 0.049% | |
7/19/2024 | Financial Partners Group Inc | 4,084 | $329K | 0.1% | N/A | 0.055% | |
7/19/2024 | Raymond James & Associates | 57,261 | $4.62M | 0.0% | -4.0% | 0.777% | |
7/19/2024 | MBL Wealth LLC | 21,825 | $1.76M | 0.2% | +15.5% | 0.296% | |
7/19/2024 | Mason & Associates Inc | 95,454 | $7.70M | 2.0% | +4.2% | 1.295% | |
7/19/2024 | Davis Investment Partners LLC | 60,524 | $4.87M | 2.0% | +111.4% | 0.821% | |
7/18/2024 | Brookstone Capital Management | 15,859 | $1.31M | 0.0% | +5.1% | 0.215% | |
7/18/2024 | FPC Investment Advisory Inc. | 35,953 | $2.97M | 2.6% | +1.6% | 0.488% | |
7/16/2024 | Great Valley Advisor Group Inc. | 17,414 | $1.40M | 0.0% | -5.1% | 0.236% | |
7/16/2024 | Friedenthal Financial | 7,910 | $638K | 0.4% | -8.7% | 0.107% | |
7/13/2024 | Fermata Advisors LLC | 3,196 | $258K | 0.1% | N/A | 0.043% | |
7/11/2024 | Worth Asset Management LLC | 3,554 | $287K | 0.2% | -55.0% | 0.048% | |
7/11/2024 | Strategic Advisors LLC | 11,854 | $956K | 0.2% | -32.9% | 0.161% | |
7/9/2024 | Astoria Portfolio Advisors LLC. | 2,755 | $222K | 0.1% | N/A | 0.037% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 3,800 | $306K | 0.0% | N/A | 0.052% | |
5/24/2024 | Cetera Advisors LLC | 16,736 | $1.39M | 0.0% | +56.5% | 0.227% | |
5/24/2024 | Cetera Investment Advisers | 20,702 | $1.72M | 0.0% | N/A | 0.281% | |
5/22/2024 | BigSur Wealth Management LLC | 7,248 | $602K | 0.2% | N/A | 0.098% | |
5/17/2024 | Comerica Bank | 7,090 | $589K | 0.0% | -12.7% | 0.096% | |
5/15/2024 | Beck Capital Management LLC | 52,895 | $4.40M | 1.3% | +1,331.1% | 0.718% | |
5/14/2024 | Axxcess Wealth Management LLC | 9,570 | $795K | 0.0% | N/A | 0.130% | |
5/11/2024 | Capital Wealth Alliance LLC | 15,663 | $1.30M | 0.8% | +37.6% | 0.213% | |
5/10/2024 | Osaic Holdings Inc. | 145,625 | $12.10M | 0.0% | -13.8% | 1.976% | |
5/10/2024 | Garrison Asset Management LLC | 5,824 | $484K | 0.3% | -8.6% | 0.079% | |
5/10/2024 | First Foundation Advisors | 4,797 | $399K | 0.0% | N/A | 0.065% | |
5/9/2024 | Blair William & Co. IL | 3,920 | $326K | 0.0% | -20.3% | 0.053% | |
5/8/2024 | FPC Investment Advisory Inc. | 35,380 | $2.97M | 2.9% | N/A | 0.480% | |
5/8/2024 | Bleakley Financial Group LLC | 6,685 | $555K | 0.0% | +2.9% | 0.091% | |
5/7/2024 | Sfmg LLC | 5,481 | $455K | 0.0% | -8.2% | 0.074% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,451 | $204K | 0.0% | -12.2% | 0.033% | |
5/6/2024 | VitalStone Financial LLC | 1,537 | $128K | 0.1% | -50.3% | 0.021% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,468 | $205K | 0.0% | -24.6% | 0.033% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 28,909 | $2.40M | 1.3% | +10.7% | 0.392% | |
5/2/2024 | Almanack Investment Partners LLC. | 43,533 | $3.62M | 0.6% | +15.7% | 0.591% | |
5/1/2024 | Janney Montgomery Scott LLC | 28,778 | $2.39M | 0.0% | -16.5% | 0.390% | |
4/30/2024 | Private Advisor Group LLC | 30,476 | $2.53M | 0.0% | -0.6% | 0.414% | |
4/30/2024 | HB Wealth Management LLC | 16,857 | $1.40M | 0.0% | N/A | 0.229% | |
4/29/2024 | Commonwealth Equity Services LLC | 57,185 | $4.75M | 0.0% | +7.7% | 0.776% | |
4/25/2024 | Private Wealth Group LLC | 9,094 | $756K | 0.4% | N/A | 0.123% | |
4/24/2024 | Simplicity Wealth LLC | 6,685 | $555K | 0.0% | N/A | 0.091% | |
4/24/2024 | Essex Financial Services Inc. | 3,762 | $313K | 0.0% | +6.2% | 0.051% | |
4/23/2024 | Mason & Associates Inc | 91,582 | $7.61M | 2.0% | -0.2% | 1.243% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 96,936 | $8.05M | 0.0% | -3.3% | 1.315% | |
4/22/2024 | Raymond James & Associates | 59,647 | $4.96M | 0.0% | -43.0% | 0.809% | |
4/22/2024 | MBL Wealth LLC | 18,890 | $1.57M | 0.2% | +13.6% | 0.256% | |
4/22/2024 | Strategic Advisors LLC | 17,670 | $1.47M | 0.3% | -2.6% | 0.240% | |
4/18/2024 | Requisite Capital Management LLC | 22,707 | $1.89M | 0.4% | +34.0% | 0.317% | |
The pin that pops the AI bubble (Ad) My new documentary explores the background to this pattern and how and why I believe it will almost certainly repeat itself with the AI frenzy.
I urge you to watch it before you invest another cent. Again, to be clear, I’m no Chicken Little. Far from it. So go here now to read my new report The Big AI Die-Up… while you still can. |
4/18/2024 | Penbrook Management LLC | 8,065 | $670K | 0.4% | -2.1% | 0.113% | |
4/18/2024 | Raub Brock Capital Management LP | 95,415 | $7.93M | 1.7% | -8.2% | 1.333% | |
4/17/2024 | Fiduciary Alliance LLC | 2,785 | $233K | 0.0% | -31.9% | 0.039% | |
4/16/2024 | Courage Miller Partners LLC | 25,365 | $2.11M | 0.7% | N/A | 0.354% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 3,618 | $301K | 0.2% | -7.3% | 0.051% | |
4/15/2024 | Brookstone Capital Management | 15,087 | $1.25M | 0.0% | +11.4% | 0.211% | |
4/15/2024 | Davis Investment Partners LLC | 28,625 | $2.45M | 1.1% | +149.7% | 0.400% | |
4/12/2024 | Worth Asset Management LLC | 7,896 | $656K | 0.4% | N/A | 0.110% | |
4/11/2024 | &PARTNERS | 7,006 | $582K | 0.1% | N/A | 0.098% | |
4/11/2024 | SignalPoint Asset Management LLC | 21,165 | $1.76M | 0.5% | -4.5% | 0.296% | |