5/17/2024 | New Covenant Trust Company N.A. | 69,411 | $6.47M | 6.5% | N/A | 0.077% | |
5/15/2024 | Fairview Capital Investment Management LLC | 3,050 | $284K | 0.0% | -6.2% | 0.003% | |
5/14/2024 | EP Wealth Advisors LLC | 12,376 | $1.15M | 0.0% | -36.6% | 0.014% | |
5/14/2024 | Freestone Capital Holdings LLC | 55,004 | $5.13M | 0.2% | -1.1% | 0.061% | |
5/14/2024 | Crewe Advisors LLC | 315,488 | $29.40M | 3.4% | +0.2% | 0.349% | |
5/14/2024 | Lake Street Advisors Group LLC | 121,409 | $11.31M | 0.5% | -1.9% | 0.134% | |
|
5/14/2024 | Arjuna Capital | 21,144 | $1.97M | 0.6% | -3.5% | 0.023% | |
5/13/2024 | Cedar Wealth Management LLC | 208,057 | $19.39M | 6.4% | -2.7% | 0.230% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 14,223 | $1.33M | 1.1% | +12.1% | 0.016% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 805 | $75K | 0.0% | +312.8% | 0.001% | |
5/11/2024 | Davis R M Inc. | 16,042 | $1.50M | 0.0% | +9.0% | 0.018% | |
5/11/2024 | Covestor Ltd | 1,489 | $139K | 0.1% | -11.6% | 0.002% | |
5/10/2024 | Capital Management Corp VA | 2,770 | $258K | 0.0% | -66.2% | 0.003% | |
5/10/2024 | Vanguard Group Inc. | 6,035,410 | $562.44M | 0.0% | -33.8% | 6.670% | |
5/10/2024 | Truepoint Inc. | 8,843 | $824K | 0.0% | -7.7% | 0.010% | |
5/9/2024 | Trillium Asset Management LLC | 8,446 | $787K | 0.0% | N/A | 0.009% | |
5/9/2024 | Leo Wealth LLC | 732,257 | $68.12M | 7.0% | +6.3% | 0.809% | |
5/9/2024 | Blair William & Co. IL | 29,798 | $2.78M | 0.0% | +1.8% | 0.033% | |
5/9/2024 | Landaas & Co. WI ADV | 6,079 | $567K | 0.2% | -5.1% | 0.007% | |
5/9/2024 | SageView Advisory Group LLC | 51,749 | $4.82M | 0.2% | -57.0% | 0.057% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,660 | $714K | 0.0% | N/A | 0.008% | |
5/8/2024 | Visa Foundation | 1,773,275 | $165.25M | 100.0% | -6.3% | 1.960% | |
5/8/2024 | Cozad Asset Management Inc. | 7,922 | $738K | 0.1% | -9.1% | 0.009% | |
5/8/2024 | Bell Investment Advisors Inc | 21,363 | $1.99M | 0.4% | -6.5% | 0.024% | |
5/8/2024 | Avantax Advisory Services Inc. | 2,783 | $259K | 0.0% | N/A | 0.003% | |
5/8/2024 | Trademark Financial Management LLC | 26,540 | $2.47M | 2.1% | -38.2% | 0.029% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 40,545 | $3.78M | 0.8% | +6.5% | 0.045% | |
5/7/2024 | Pecaut & CO. | 5,537 | $516K | 0.2% | -18.9% | 0.006% | |
5/7/2024 | Smithfield Trust Co | 10,038 | $937K | 0.0% | -3.3% | 0.011% | |
5/7/2024 | Facet Wealth Inc. | 320,900 | $29.39M | 1.0% | +0.1% | 0.355% | |
5/7/2024 | EQ LLC | 78,762 | $7.34M | 4.5% | +2.4% | 0.087% | |
5/4/2024 | McClarren Financial Advisors Inc. | 2,796 | $261K | 0.1% | -91.7% | 0.003% | |
5/4/2024 | Gould Asset Management LLC CA | 36,693 | $3.42M | 0.8% | +16.2% | 0.041% | |
5/3/2024 | Larson Financial Group LLC | 18,166 | $1.69M | 0.1% | -5.3% | 0.020% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 10,785 | $1.01M | 0.0% | +15.5% | 0.012% | |
5/2/2024 | Financial Counselors Inc. | 7,827 | $729K | 0.0% | +1.5% | 0.009% | |
5/2/2024 | Haverford Trust Co | 11,831 | $1.10M | 0.0% | +13.1% | 0.013% | |
5/2/2024 | Pittenger & Anderson Inc. | 833 | $78K | 0.0% | -48.4% | 0.001% | |
5/2/2024 | Thompson Davis & CO. Inc. | 8,424 | $785K | 0.5% | +57.6% | 0.009% | |
5/2/2024 | Choreo LLC | 32,520 | $3.03M | 0.1% | +0.9% | 0.036% | |
Guard Against the Coming Financial Upheaval (Ad) America’s Most Shocking Financial Story…
Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late. You can stream it for free right here. |
5/2/2024 | Presilium Private Wealth LLC | 7,641 | $712K | 0.2% | -7.3% | 0.008% | |
5/2/2024 | PDS Planning Inc | 4,289 | $400K | 0.0% | -39.3% | 0.005% | |
5/1/2024 | 5th Street Advisors LLC | 2,309 | $215K | 0.1% | -17.3% | 0.003% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 9,474 | $883K | 0.2% | -4.2% | 0.010% | |
5/1/2024 | Janney Montgomery Scott LLC | 31,004 | $2.89M | 0.0% | -15.8% | 0.034% | |
5/1/2024 | Mission Wealth Management LP | 35,691 | $3.33M | 0.1% | +112.6% | 0.039% | |
4/30/2024 | Private Advisor Group LLC | 15,107 | $1.41M | 0.0% | -18.9% | 0.017% | |
4/30/2024 | Fortis Group Advisors LLC | 680 | $63K | 0.0% | -50.0% | 0.001% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 791 | $74K | 0.0% | N/A | 0.001% | |
4/30/2024 | Caprock Group LLC | 184,283 | $17.17M | 1.0% | -0.8% | 0.204% | |
4/29/2024 | Commonwealth Equity Services LLC | 186,614 | $17.39M | 0.0% | -14.2% | 0.206% | |
4/29/2024 | RWA Wealth Partners LLC | 9,636 | $898K | 0.0% | -22.1% | 0.011% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 6,180 | $576K | 0.1% | +6.5% | 0.007% | |
4/26/2024 | Pinnacle Associates Ltd. | 4,825 | $450K | 0.0% | +3.3% | 0.005% | |
4/26/2024 | JNBA Financial Advisors | 11,754 | $1.10M | 0.1% | -14.2% | 0.013% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 6,997 | $652K | 0.1% | +17.1% | 0.008% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 8,656 | $807K | 0.0% | N/A | 0.010% | |
4/25/2024 | Lindbrook Capital LLC | 12,155 | $1.13M | 0.1% | -4.9% | 0.013% | |
4/25/2024 | One Day In July LLC | 137,021 | $12.77M | 1.7% | +3.0% | 0.151% | |
4/25/2024 | Human Investing LLC | 126,188 | $11.76M | 2.4% | +3.7% | 0.139% | |
4/25/2024 | Cascade Investment Advisors Inc. | 7,700 | $718K | 0.5% | -11.5% | 0.009% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 106,632 | $9.94M | 0.0% | +4.4% | 0.118% | |
4/25/2024 | Gordian Advisors LLC | 4,121 | $384K | 0.4% | +14.1% | 0.005% | |
4/24/2024 | Pegasus Partners Ltd. | 14,083 | $1.31M | 0.1% | +4.3% | 0.016% | |
4/24/2024 | Gemmer Asset Management LLC | 103,520 | $9.65M | 1.1% | +11.9% | 0.114% | |
4/23/2024 | Bell Bank | 19,465 | $1.81M | 0.2% | -3.2% | 0.022% | |
4/23/2024 | Truefg LLC | 9,555 | $890K | 0.3% | -2.8% | 0.011% | |
4/23/2024 | Charter Oak Capital Management LLC | 53,791 | $5.01M | 0.5% | -0.6% | 0.059% | |
4/23/2024 | BSW Wealth Partners | 73,648 | $6.86M | 1.2% | -6.6% | 0.081% | |
4/23/2024 | Arbor Investment Advisors LLC | 12,832 | $1.20M | 0.2% | +8.0% | 0.014% | |
4/23/2024 | Regatta Capital Group LLC | 118,748 | $11.07M | 2.5% | +99.2% | 0.131% | |
4/23/2024 | Hanson & Doremus Investment Management | 204,325 | $19.04M | 3.1% | +9.1% | 0.226% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 216,036 | $20.13M | 0.0% | +6.7% | 0.239% | |
4/22/2024 | Confluence Wealth Services Inc. | 4,403 | $410K | 0.0% | +51.1% | 0.005% | |
4/22/2024 | Johnson Bixby & Associates LLC | 19,902 | $1.86M | 0.3% | +7.4% | 0.022% | |
4/22/2024 | PFG Investments LLC | 14,082 | $1.31M | 0.1% | N/A | 0.016% | |
4/22/2024 | Laurel Wealth Planning LLC | 16,411 | $1.53M | 1.0% | -25.3% | 0.018% | |
4/22/2024 | Parsons Capital Management Inc. RI | 3,280 | $306K | 0.0% | +6.5% | 0.004% | |
4/22/2024 | Raymond James & Associates | 236,318 | $22.02M | 0.0% | +7.0% | 0.261% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 10,200 | $951K | 0.0% | -12.8% | 0.011% | |
4/19/2024 | Everett Harris & Co. CA | 16,000 | $1.49M | 0.0% | +77.8% | 0.018% | |
4/19/2024 | Level Financial Advisors | 4,586 | $427K | 0.2% | -10.7% | 0.005% | |
4/19/2024 | Cornerstone Wealth Management LLC | 21,385 | $1.99M | 0.2% | +1.5% | 0.024% | |
4/19/2024 | Platt Investment Counsel LLC | 395,419 | $36.85M | 35.1% | -1.9% | 0.437% | |
4/19/2024 | Albion Financial Group UT | 1,975 | $184K | 0.0% | -78.2% | 0.002% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 16,899 | $1.58M | 0.4% | -1.4% | 0.019% | |
4/18/2024 | LifeGuide Financial Advisors LLC | 111,814 | $10.42M | 5.3% | +4.7% | 0.124% | |
4/18/2024 | Skyline Advisors Inc. | 122,338 | $11.40M | 5.1% | -0.6% | 0.135% | |
4/18/2024 | Compass Ion Advisors LLC | 6,293 | $586K | 0.1% | +2.2% | 0.007% | |
4/17/2024 | Stephens Consulting LLC | 39,513 | $3.68M | 1.1% | +1.2% | 0.044% | |
Guard Against the Coming Financial Upheaval (Ad) America’s Most Shocking Financial Story…
Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late. You can stream it for free right here. |
4/17/2024 | Coston McIsaac & Partners | 5,085 | $473K | 0.2% | +10.3% | 0.006% | |
4/16/2024 | Dohj LLC | 129,103 | $12.03M | 3.2% | +6.0% | 0.143% | |
4/16/2024 | Towerpoint Wealth LLC | 2,569 | $239K | 0.1% | -15.6% | 0.003% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 13,994 | $1.30M | 0.0% | -3.0% | 0.015% | |
4/15/2024 | Orgel Wealth Management LLC | 234,701 | $21.87M | 0.6% | -2.3% | 0.259% | |
4/15/2024 | Brookstone Capital Management | 6,779 | $632K | 0.0% | +9.5% | 0.008% | |
4/13/2024 | Affinity Capital Advisors LLC | 63,725 | $5.94M | 1.3% | -21.5% | 0.074% | |
4/12/2024 | CGN Advisors LLC | 27,899 | $2.60M | 0.3% | +0.6% | 0.033% | |
4/12/2024 | Cherrydale Wealth Management LLC | 14,239 | $1.33M | 0.6% | +8.1% | 0.017% | |
4/11/2024 | Single Point Partners LLC | 2,684 | $250K | 0.1% | N/A | 0.003% | |