4/25/2025 | McGuire Investment Group LLC | 8,310 | $237K | 0.0% | -19.4% | 0.289% | |
2/18/2025 | GTS Securities LLC | 41,871 | $1.38M | 0.1% | N/A | 1.308% | |
2/17/2025 | Bank of America Corp DE | 132,231 | $4.37M | 0.0% | +11.5% | 4.132% | |
2/14/2025 | Jane Street Group LLC | 7,444 | $246K | 0.0% | -24.0% | 0.233% | |
2/13/2025 | Wells Fargo & Company MN | 126,721 | $4.19M | 0.0% | +0.3% | 3.960% | |
2/11/2025 | Strategic Financial Services Inc. | 17,062 | $564K | 0.0% | -6.6% | 0.533% | |
2/10/2025 | Retirement Planning Co of New England Inc. | 6,894 | $228K | 0.1% | -8.1% | 0.215% | |
2/10/2025 | Farther Finance Advisors LLC | 4,978 | $164K | 0.0% | +3,789.1% | 0.156% | |
1/31/2025 | NTV Asset Management LLC | 29,686 | $981K | 0.1% | -5.2% | 0.928% | |
1/21/2025 | McGuire Investment Group LLC | 10,310 | $341K | 0.0% | +28.1% | 0.322% | |
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11/15/2024 | Jane Street Group LLC | 9,795 | $366K | 0.0% | N/A | 0.306% | |
10/22/2024 | International Assets Investment Management LLC | 164,557 | $61.43M | 0.0% | N/A | 5.142% | |
10/16/2024 | Griffin Asset Management Inc. | 30,135 | $1.13M | 0.1% | +31.2% | 0.942% | |
10/10/2024 | McGuire Investment Group LLC | 8,050 | $301K | 0.0% | -5.8% | 0.252% | |
8/9/2024 | Retirement Planning Co of New England Inc. | 7,370 | $247K | 0.1% | -5.1% | 0.230% | |
7/29/2024 | Ridgewood Investments LLC | 20,100 | $675K | 0.5% | N/A | 0.628% | |
7/29/2024 | Financial Advocates Investment Management | 7,670 | $258K | 0.0% | +5.3% | 0.240% | |
7/23/2024 | Griffin Asset Management Inc. | 22,965 | $771K | 0.1% | +188.3% | 0.718% | |
7/12/2024 | Central Valley Advisors LLC | 5,250 | $176K | 0.1% | -6.4% | 0.164% | |
5/7/2024 | NTV Asset Management LLC | 31,561 | $1.13M | 0.2% | -3.4% | 0.986% | |
5/4/2024 | DAVENPORT & Co LLC | 771,189 | $27.46M | 0.2% | +12.1% | 24.100% | |
4/27/2024 | Phoenix Wealth Advisors | 26,070 | $932K | 0.6% | +138.3% | 0.815% | |
4/26/2024 | McGuire Investment Group LLC | 8,550 | $306K | 0.0% | +15.5% | 0.267% | |
4/12/2024 | Central Valley Advisors LLC | 5,606 | $200K | 0.1% | N/A | 0.175% | |
2/26/2024 | Virtu Financial LLC | 15,725 | $518K | 0.0% | N/A | 0.453% | |
2/8/2024 | Strategic Financial Services Inc | 19,872 | $655K | 0.0% | -69.2% | 0.573% | |
2/6/2024 | NTV Asset Management LLC | 32,661 | $1.08M | 0.2% | -27.7% | 0.941% | |
1/30/2024 | Phoenix Wealth Advisors | 10,938 | $359K | 0.3% | +11.5% | 0.315% | |
1/19/2024 | Griffin Asset Management Inc. | 7,965 | $262K | 0.0% | N/A | 0.230% | |
1/12/2024 | McGuire Investment Group LLC | 7,400 | $244K | 0.0% | N/A | 0.213% | |
11/13/2023 | Kestra Advisory Services LLC | 14,186 | $386K | 0.0% | +16.2% | 0.409% | |
11/9/2023 | UBS Group AG | 78,516 | $2.14M | 0.0% | -5.4% | 2.263% | |
11/6/2023 | NTV Asset Management LLC | 45,187 | $1.23M | 0.2% | -6.8% | 1.302% | |
10/20/2023 | Ridgewood Investments LLC | 25,800 | $702K | 0.5% | -27.1% | 0.744% | |
10/17/2023 | DAVENPORT & Co LLC | 687,911 | $18.73M | 0.1% | -0.5% | 19.825% | |
8/10/2023 | Strategic Financial Services Inc | 54,627 | $1.63M | 0.1% | -1.6% | 1.574% | |
8/3/2023 | Northwest Capital Management Inc | 1,400 | $44K | 0.0% | N/A | 0.040% | |
8/3/2023 | CWM LLC | 1,400 | $44K | 0.0% | N/A | 0.040% | |
7/31/2023 | LPL Financial LLC | 20,776 | $655K | 0.0% | -13.3% | 0.599% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 66,307 | $2.09M | 0.0% | -9.6% | 1.868% | |
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7/25/2023 | Raymond James & Associates | 6,757 | $213K | 0.0% | N/A | 0.190% | |
7/20/2023 | DAVENPORT & Co LLC | 691,153 | $21.81M | 0.2% | +0.3% | 19.469% | |
7/13/2023 | Phoenix Wealth Advisors | 9,584 | $302K | 0.2% | -4.6% | 0.270% | |
5/12/2023 | Strategic Financial Services Inc | 55,537 | $1.51M | 0.1% | +106.3% | 1.564% | |
5/5/2023 | NTV Asset Management LLC | 48,788 | $1.33M | 0.2% | -3.2% | 1.374% | |
5/5/2023 | Phoenix Wealth Advisors | 10,044 | $273K | 0.2% | N/A | 0.283% | |
5/2/2023 | Exencial Wealth Advisors LLC | 12,816 | $348K | 0.0% | -8.8% | 0.361% | |
4/27/2023 | DAVENPORT & Co LLC | 689,016 | $18.73M | 0.1% | +12.7% | 19.409% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 73,339 | $1.99M | 0.0% | +0.7% | 2.049% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 72,850 | $2.21M | 0.0% | -5.6% | 2.035% | |
2/8/2023 | NTV Asset Management LLC | 50,418 | $1.53M | 0.3% | -9.3% | 1.408% | |
2/8/2023 | UBS Group AG | 90,986 | $2.76M | 0.0% | -48.7% | 2.542% | |
2/8/2023 | Belpointe Asset Management LLC | 1,681 | $51K | 0.0% | N/A | 0.047% | |
2/7/2023 | Commonwealth Equity Services LLC | 17,374 | $527K | 0.0% | -7.9% | 0.485% | |
2/7/2023 | LPL Financial LLC | 24,134 | $733K | 0.0% | -4.1% | 0.674% | |
2/7/2023 | IFP Advisors Inc | 4,448 | $171K | 0.0% | -14.2% | 0.124% | |
2/3/2023 | Retirement Planning Co of New England Inc. | 7,800 | $237K | 0.2% | -5.1% | 0.218% | |
2/1/2023 | CWM LLC | 1,800 | $55K | 0.0% | N/A | 0.050% | |
1/31/2023 | Kestra Advisory Services LLC | 12,207 | $371K | 0.0% | -9.2% | 0.341% | |
1/30/2023 | International Assets Investment Management LLC | 5,425 | $202K | 0.0% | N/A | 0.152% | |
1/20/2023 | DAVENPORT & Co LLC | 611,400 | $18.49M | 0.2% | N/A | 17.223% | |
11/15/2022 | Flow Traders U.S. LLC | 8,894 | $268K | 0.0% | -30.3% | 0.274% | |
11/10/2022 | Tower Research Capital LLC TRC | 22,556 | $680K | 0.0% | -36.9% | 0.694% | |
11/10/2022 | UBS Group AG | 177,443 | $5.35M | 0.0% | -2.7% | 5.460% | |
11/8/2022 | Exencial Wealth Advisors LLC | 13,951 | $420K | 0.0% | -3.4% | 0.429% | |
11/1/2022 | Kestra Advisory Services LLC | 13,439 | $405K | 0.0% | +7.9% | 0.410% | |
10/25/2022 | Raymond James & Associates | 9,401 | $283K | 0.0% | -36.5% | 0.287% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 77,191 | $2.33M | 0.0% | +1.1% | 2.353% | |
10/19/2022 | Retirement Planning Co of New England Inc. | 8,218 | $247K | 0.2% | +6.5% | 0.251% | |
8/13/2022 | Flow Traders U.S. LLC | 12,762 | $353K | 0.0% | -18.2% | 0.362% | |
8/11/2022 | Beacon Pointe Advisors LLC | 37,036 | $1.03M | 0.0% | +17.9% | 1.049% | |
8/11/2022 | UBS Group AG | 182,406 | $5.05M | 0.0% | -17.7% | 5.167% | |
7/28/2022 | NTV Asset Management LLC | 55,618 | $1.54M | 0.3% | -4.9% | 1.576% | |
7/28/2022 | Matisse Capital | 24,803 | $687K | 0.7% | -64.0% | 0.703% | |
7/19/2022 | Commonwealth Equity Services LLC | 17,439 | $482K | 0.0% | -6.1% | 0.494% | |
5/12/2022 | Exencial Wealth Advisors LLC | 14,213 | $478K | 0.0% | +30.1% | 0.387% | |
5/12/2022 | Cambridge Trust Co. | 775 | $26K | 0.0% | -76.4% | 0.021% | |
5/10/2022 | Phoenix Holdings Ltd. | 12,800 | $414K | 0.0% | -91.3% | 0.344% | |
5/6/2022 | NTV Asset Management LLC | 58,493 | $1.97M | 0.3% | -6.1% | 1.592% | |
5/6/2022 | Valley National Advisers Inc. | 2,053 | $69K | 0.0% | -31.2% | 0.056% | |
5/4/2022 | Commonwealth Equity Services LLC | 18,581 | $625K | 0.0% | -38.1% | 0.506% | |
5/4/2022 | Gladstone Institutional Advisory LLC | 6,619 | $223K | 0.0% | +34.4% | 0.180% | |
4/26/2022 | Strategic Financial Services Inc | 37,153 | $1.25M | 0.1% | +145.7% | 0.978% | |
4/12/2022 | Matisse Capital | 68,803 | $2.32M | 2.1% | -51.6% | 1.776% | |
4/8/2022 | Summit Financial Group Inc. | 8,700 | $293K | 0.1% | -15.1% | 0.225% | |
2/15/2022 | Strategic Financial Services Inc | 15,124 | $639K | 0.0% | N/A | 0.364% | |
2/10/2022 | Exencial Wealth Advisors LLC | 10,923 | $461K | 0.0% | N/A | 0.263% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 21,006 | $887K | 0.0% | -5.2% | 0.506% | |
2/8/2022 | Retirement Planning Co of New England Inc. | 3,338 | $140K | 0.1% | N/A | 0.080% | |
2/8/2022 | Elmwood Wealth Management Inc. | 1,000 | $42K | 0.0% | N/A | 0.024% | |
Real Americans Don’t Wait on Wall Street’s Next Move (Ad) What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart.
Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs.
And you don't have to stand by while Wall Street plays roulette with your future. The Golden Path to Retirement gives you the whole story. |
2/8/2022 | Bank of America Corp DE | 175,246 | $7.40M | 0.0% | -12.1% | 4.223% | |
2/8/2022 | Raymond James & Associates | 14,177 | $599K | 0.0% | -5.4% | 0.342% | |
2/7/2022 | SFE Investment Counsel | 10,055 | $425K | 0.1% | +6.7% | 0.242% | |
2/4/2022 | NTV Asset Management LLC | 62,308 | $2.63M | 0.4% | -6.1% | 1.501% | |
2/4/2022 | Matisse Capital | 142,044 | $6M | 4.1% | +1,782.9% | 3.423% | |
2/3/2022 | Advisor Group Holdings Inc. | 20,498 | $866K | 0.0% | -10.3% | 0.491% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 962 | $41K | 0.0% | -55.2% | 0.023% | |
1/31/2022 | Commonwealth Equity Services LLC | 30,014 | $1.27M | 0.0% | -13.8% | 0.710% | |
1/14/2022 | Stratos Wealth Partners LTD. | 6,444 | $272K | 0.0% | +5.0% | 0.151% | |
1/10/2022 | Summit Financial Group Inc. | 10,250 | $433K | 0.1% | -10.5% | 0.237% | |