2/17/2025 | Citadel Advisors LLC | 14,249 | $869K | 0.0% | +19.2% | 0.377% | |
2/17/2025 | Bank of America Corp DE | 14,517 | $885K | 0.0% | +315.7% | 0.384% | |
2/17/2025 | Allegheny Financial Group | 3,474 | $212K | 0.1% | N/A | 0.092% | |
2/13/2025 | Synovus Financial Corp | 253,235 | $15.45M | 0.2% | -1.4% | 6.699% | |
2/13/2025 | Envestnet Asset Management Inc. | 779,681 | $47.56M | 0.0% | -4.1% | 20.626% | |
2/12/2025 | Heritage Wealth Advisors | 51,269 | $3.13M | 0.2% | +2.0% | 1.356% | |
2/11/2025 | LPL Financial LLC | 107,811 | $6.58M | 0.0% | -3.3% | 2.852% | |
2/11/2025 | American Century Companies Inc. | 1,507,473 | $91.95M | 0.1% | -3.6% | 39.880% | |
2/10/2025 | Commonwealth Equity Services LLC | 6,217 | $379K | 0.0% | +8.7% | 0.164% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,095 | $311K | 0.0% | -15.1% | 0.135% | |
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2/3/2025 | WealthBridge Capital Management LLC | 5,788 | $353K | 0.1% | -4.1% | 0.153% | |
2/3/2025 | Sunpointe LLC | 13,175 | $804K | 0.4% | N/A | 0.349% | |
2/3/2025 | Private Advisor Group LLC | 526,177 | $32.09M | 0.2% | +7.2% | 13.920% | |
1/31/2025 | D.A. Davidson & CO. | 4,481 | $273K | 0.0% | N/A | 0.119% | |
1/15/2025 | Ameritas Advisory Services LLC | 23,771 | $1.45M | 0.1% | N/A | 0.629% | |
11/25/2024 | Synovus Financial Corp | 256,729 | $15.95M | 0.2% | -3.2% | 6.792% | |
11/15/2024 | HighTower Advisors LLC | 9,169 | $568K | 0.0% | N/A | 0.243% | |
10/25/2024 | Worth Financial Advisory Group LLC | 7,473 | $464K | 0.3% | +3.0% | 0.198% | |
10/22/2024 | Private Advisor Group LLC | 491,057 | $30.50M | 0.2% | +15.1% | 12.991% | |
8/8/2024 | Envestnet Asset Management Inc. | 819,113 | $46.48M | 0.0% | +5.0% | 21.670% | |
8/8/2024 | American Century Companies Inc. | 1,561,340 | $88.59M | 0.1% | +2.9% | 41.305% | |
8/5/2024 | Private Advisor Group LLC | 426,663 | $24.21M | 0.2% | +8.4% | 11.287% | |
7/26/2024 | Worth Financial Advisory Group LLC | 7,255 | $412K | 0.3% | -42.2% | 0.192% | |
5/21/2024 | Atria Investments Inc | 43,650 | $2.55M | 0.0% | -6.8% | 1.155% | |
5/8/2024 | Heritage Wealth Advisors | 44,108 | $2.57M | 0.1% | +56.0% | 1.167% | |
5/8/2024 | Avantax Advisory Services Inc. | 8,838 | $515K | 0.0% | -18.9% | 0.234% | |
5/1/2024 | Worth Financial Advisory Group LLC | 12,558 | $732K | 0.5% | +2.6% | 0.332% | |
4/30/2024 | Private Advisor Group LLC | 393,681 | $22.95M | 0.2% | +2.6% | 10.415% | |
4/30/2024 | Investment Advisory Group LLC | 3,600 | $210K | 0.1% | N/A | 0.095% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 3,843 | $224K | 0.0% | N/A | 0.102% | |
2/12/2024 | Heritage Wealth Advisors | 28,269 | $1.50M | 0.1% | -1.3% | 0.650% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,895 | $579K | 0.0% | -8.1% | 0.250% | |
2/6/2024 | Private Advisor Group LLC | 383,646 | $20.38M | 0.2% | +11.3% | 8.819% | |
2/1/2024 | CWM LLC | 650 | $35K | 0.0% | N/A | 0.015% | |
1/19/2024 | Worth Financial Advisory Group LLC | 12,240 | $650K | 0.5% | -2.1% | 0.281% | |
11/30/2023 | American Century Companies Inc. | 1,906,640 | $92.74M | 0.1% | -8.0% | 43.831% | |
11/14/2023 | Synovus Financial Corp | 274,917 | $13.38M | 0.2% | -0.6% | 6.320% | |
11/13/2023 | LPL Financial LLC | 118,163 | $5.75M | 0.0% | -1.7% | 2.716% | |
11/13/2023 | Envestnet Asset Management Inc. | 749,654 | $36.47M | 0.0% | +1.5% | 17.233% | |
11/9/2023 | Heritage Wealth Advisors | 28,648 | $1.39M | 0.1% | -7.9% | 0.659% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
11/8/2023 | Avantax Advisory Services Inc. | 11,859 | $577K | 0.0% | N/A | 0.273% | |
11/7/2023 | Atria Investments Inc | 48,354 | $2.35M | 0.0% | +0.8% | 1.112% | |
11/3/2023 | Private Advisor Group LLC | 344,837 | $16.77M | 0.1% | +12.5% | 7.927% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,095 | $540K | 0.0% | -4.0% | 0.255% | |
10/13/2023 | Worth Financial Advisory Group LLC | 12,505 | $608K | 0.5% | -28.7% | 0.287% | |
8/10/2023 | Private Advisor Group LLC | 306,422 | $15.25M | 0.1% | +7.2% | 7.044% | |
8/9/2023 | Heritage Wealth Advisors | 31,116 | $1.55M | 0.1% | -0.6% | 0.715% | |
8/8/2023 | Synovus Financial Corp | 276,585 | $13.77M | 0.2% | +0.4% | 6.358% | |
8/4/2023 | Envestnet Asset Management Inc. | 738,401 | $36.75M | 0.0% | +2.2% | 16.975% | |
8/4/2023 | Atria Investments Inc | 47,957 | $2.39M | 0.0% | +3.6% | 1.102% | |
8/1/2023 | WealthBridge Capital Management LLC | 6,191 | $308K | 0.1% | +7.9% | 0.143% | |
7/31/2023 | LPL Financial LLC | 120,182 | $5.98M | 0.0% | -15.6% | 2.782% | |
7/28/2023 | Worth Financial Advisory Group LLC | 17,530 | $872K | 0.8% | -5.5% | 0.406% | |
5/11/2023 | Synovus Financial Corp | 275,455 | $13.21M | 0.1% | -0.3% | 6.406% | |
5/11/2023 | American Century Companies Inc. | 2,118,904 | $101.58M | 0.1% | +0.2% | 49.277% | |
5/11/2023 | Envestnet Asset Management Inc. | 722,198 | $34.62M | 0.0% | -0.9% | 16.795% | |
5/10/2023 | Atria Investments Inc | 46,308 | $2.22M | 0.0% | +14.0% | 1.077% | |
5/10/2023 | Private Advisor Group LLC | 285,796 | $13.70M | 0.1% | N/A | 6.646% | |
5/10/2023 | LPL Financial LLC | 142,477 | $6.83M | 0.0% | -10.7% | 3.313% | |
5/4/2023 | Heritage Wealth Advisors | 31,317 | $1.50M | 0.1% | +15.9% | 0.728% | |
4/20/2023 | Worth Financial Advisory Group LLC | 18,545 | $889K | 0.8% | +35.5% | 0.431% | |
2/13/2023 | American Century Companies Inc. | 2,115,374 | $100.57M | 0.1% | -3.9% | 49.195% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 8,320 | $396K | 0.0% | N/A | 0.193% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 11,558 | $549K | 0.0% | +32.8% | 0.269% | |
2/7/2023 | Paul Damon & Associates Inc. | 4,503 | $214K | 0.1% | N/A | 0.105% | |
2/7/2023 | Commonwealth Equity Services LLC | 11,715 | $556K | 0.0% | +85.7% | 0.272% | |
2/7/2023 | LPL Financial LLC | 159,483 | $7.58M | 0.0% | +9.6% | 3.709% | |
2/7/2023 | Envestnet Asset Management Inc. | 729,044 | $34.66M | 0.0% | +2.2% | 16.955% | |
2/6/2023 | Synovus Financial Corp | 276,309 | $13.14M | 0.1% | -0.2% | 6.426% | |
1/31/2023 | Atria Investments Inc | 40,620 | $1.93M | 0.0% | +2.1% | 0.945% | |
1/18/2023 | Private Advisor Group LLC | 265,174 | $12.61M | 0.0% | +4.9% | 6.138% | |
11/10/2022 | Envestnet Asset Management Inc. | 713,493 | $29.96M | 0.0% | -2.6% | 16.290% | |
11/1/2022 | Atria Investments LLC | 39,793 | $1.67M | 0.0% | +6.8% | 0.909% | |
10/27/2022 | Synovus Financial Corp | 276,764 | $11.62M | 0.1% | -1.6% | 6.319% | |
10/14/2022 | Private Advisor Group LLC | 252,692 | $10.61M | 0.1% | +11.5% | 5.769% | |
10/12/2022 | PCG Wealth Advisors LLC | 40,922 | $1.71M | 0.6% | N/A | 0.934% | |
8/12/2022 | LPL Financial LLC | 145,815 | $6.70M | 0.0% | +9.1% | 3.314% | |
8/11/2022 | Atria Investments LLC | 37,250 | $1.71M | 0.0% | +4.7% | 0.847% | |
8/10/2022 | Synovus Financial Corp | 281,261 | $12.93M | 0.2% | +2.5% | 6.392% | |
8/4/2022 | Heritage Wealth Advisors | 25,631 | $1.18M | 0.1% | +6.3% | 0.583% | |
8/3/2022 | Envestnet Asset Management Inc. | 732,572 | $33.68M | 0.0% | -5.3% | 16.649% | |
7/19/2022 | Commonwealth Equity Services LLC | 5,935 | $272K | 0.0% | +16.5% | 0.136% | |
7/13/2022 | Private Advisor Group LLC | 226,667 | $10.42M | 0.1% | +8.9% | 5.175% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 8,844 | $407K | 0.0% | +4.6% | 0.202% | |
5/25/2022 | Fortitude Advisory Group L.L.C. | 5,387 | $280K | 0.1% | +10.2% | 0.124% | |
5/12/2022 | Synovus Financial Corp | 274,358 | $14.28M | 0.2% | +1.9% | 6.307% | |
5/12/2022 | Private Advisor Group LLC | 208,067 | $10.83M | 0.1% | +5.1% | 4.783% | |
5/11/2022 | American Century Companies Inc. | 2,147,744 | $111.83M | 0.1% | +15.2% | 49.373% | |
5/11/2022 | Heritage Wealth Advisors | 24,108 | $1.26M | 0.1% | +9.2% | 0.554% | |
5/4/2022 | Commonwealth Equity Services LLC | 5,095 | $265K | 0.0% | +11.4% | 0.117% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
5/4/2022 | Envestnet Asset Management Inc. | 773,296 | $40.27M | 0.0% | +6.3% | 17.777% | |
5/2/2022 | Atria Investments LLC | 35,569 | $1.85M | 0.0% | N/A | 0.818% | |
4/22/2022 | UMB Bank N A MO | 715 | $37K | 0.0% | N/A | 0.018% | |
4/19/2022 | Joseph P. Lucia & Associates LLC | 3,019 | $157K | 0.1% | N/A | 0.075% | |
4/15/2022 | WealthBridge Capital Management LLC | 4,102 | $214K | 0.1% | +6.7% | 0.102% | |
2/15/2022 | Synovus Financial Corp | 269,228 | $14.25M | 0.1% | +6.1% | 6.681% | |
2/14/2022 | LPL Financial LLC | 153,398 | $8.12M | 0.0% | +15.3% | 3.806% | |
2/10/2022 | Private Advisor Group LLC | 198,030 | $10.48M | 0.1% | +9.7% | 4.914% | |
2/8/2022 | Steward Partners Investment Advisory LLC | 1,170 | $62K | 0.0% | +20.6% | 0.029% | |
2/7/2022 | American Century Companies Inc. | 1,864,756 | $98.72M | 0.1% | -34.7% | 46.272% | |