5/20/2024 | Bullseye Investment Management LLC | 193,397 | $8.12M | 4.7% | +768.8% | 1.396% | |
5/14/2024 | CreativeOne Wealth LLC | 6,757 | $302K | 0.0% | -95.9% | 0.049% | |
5/10/2024 | Osaic Holdings Inc. | 193,254 | $8.64M | 0.0% | -13.7% | 1.395% | |
5/10/2024 | 1ST Source Bank | 18,000 | $805K | 0.0% | -61.9% | 0.130% | |
5/8/2024 | Avantax Advisory Services Inc. | 51,118 | $2.29M | 0.0% | -13.0% | 0.369% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,231 | $279K | 0.0% | -18.0% | 0.045% | |
|
5/3/2024 | STAR Financial Bank | 19,114 | $855K | 0.7% | +7.0% | 0.140% | |
5/3/2024 | Integrity Financial Corp WA | 46,517 | $2.08M | 1.4% | -2.2% | 0.340% | |
5/1/2024 | Janney Montgomery Scott LLC | 25,685 | $1.15M | 0.0% | -14.4% | 0.187% | |
5/1/2024 | McCarthy & Cox | 327,802 | $14.67M | 5.5% | N/A | 2.393% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 10,298 | $461K | 0.2% | -39.8% | 0.075% | |
4/29/2024 | Commonwealth Equity Services LLC | 509,053 | $22.77M | 0.0% | -2.5% | 3.716% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 47,783 | $2.14M | 0.0% | -5.8% | 0.349% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 1,811 | $81K | 0.0% | N/A | 0.013% | |
4/24/2024 | Pitti Group Wealth Management LLC | 18,681 | $832K | 0.9% | -1.6% | 0.136% | |
4/23/2024 | Strategic Blueprint LLC | 15,433 | $690K | 0.0% | +2.3% | 0.113% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 185,751 | $8.31M | 0.0% | +5.8% | 1.356% | |
4/22/2024 | MBL Wealth LLC | 229,598 | $10.27M | 1.2% | -0.4% | 1.676% | |
4/22/2024 | Aurora Private Wealth Inc. | 55,314 | $2.47M | 2.1% | -0.9% | 0.404% | |
4/19/2024 | True Link Financial Advisors LLC | 13,725 | $614K | 0.1% | -32.8% | 0.143% | |
4/18/2024 | Naviter Wealth LLC | 4,714 | $211K | 0.0% | -96.2% | 0.049% | |
4/16/2024 | ERn Financial LLC | 87,853 | $3.93M | 0.7% | -0.7% | 0.918% | |
4/15/2024 | Sunbelt Securities Inc. | 16,283 | $728K | 0.1% | -7.5% | 0.170% | |
4/12/2024 | Keystone Wealth Services LLC | 52,634 | $2.36M | 0.8% | -0.9% | 0.550% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 70,836 | $3.17M | 1.4% | -2.8% | 0.740% | |
4/10/2024 | Fragasso Group Inc. | 65,489 | $2.93M | 0.2% | -2.3% | 0.684% | |
4/10/2024 | Park Avenue Securities LLC | 4,746 | $212K | 0.0% | N/A | 0.050% | |
4/5/2024 | NBC Securities Inc. | 17,897 | $811K | 0.1% | -5.0% | 0.187% | |
2/26/2024 | Integrated Advisors Network LLC | 24,018 | $1.02M | 0.1% | -5.7% | 0.251% | |
2/23/2024 | Beacon Financial Group | 13,925 | $592K | 0.1% | -3.5% | 0.146% | |
2/13/2024 | Stephens Inc. AR | 53,103 | $2.26M | 0.0% | N/A | 0.555% | |
2/13/2024 | STAR Financial Bank | 17,866 | $760K | 0.7% | +9.7% | 0.187% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 11,621 | $489K | 0.4% | N/A | 0.121% | |
2/12/2024 | Schulz Wealth LTD. | 10,110 | $430K | 0.4% | N/A | 0.106% | |
2/12/2024 | Harvest Investment Services LLC | 14,506 | $617K | 0.3% | +131.6% | 0.152% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 43,665 | $1.86M | 0.0% | +1.7% | 0.456% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 50,708 | $2.16M | 0.0% | +80.6% | 0.530% | |
2/9/2024 | CreativeOne Wealth LLC | 166,626 | $7.08M | 0.5% | +35.2% | 1.741% | |
2/8/2024 | Main Street Financial Solutions LLC | 10,210 | $434K | 0.1% | N/A | 0.107% | |
2/8/2024 | Janney Montgomery Scott LLC | 30,009 | $1.28M | 0.0% | -5.0% | 0.314% | |
Everybody laughed when he recommended Netflix (Ad) "This Could be Worth Even More than A.I."
Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined. Click here to see how it could become the No. 1 investment of the next decade. |
2/8/2024 | Altman Advisors Inc. | 356,716 | $15.17M | 8.0% | -17.7% | 3.727% | |
2/7/2024 | Avantax Advisory Services Inc. | 58,768 | $2.50M | 0.0% | +29.6% | 0.614% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 60,465 | $2.57M | 0.2% | -1.0% | 0.632% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 7,597 | $323K | 0.0% | +34.2% | 0.079% | |
2/7/2024 | NBC Securities Inc. | 18,839 | $800K | 0.1% | -7.2% | 0.197% | |
2/7/2024 | Integrity Financial Corp WA | 47,561 | $2.02M | 1.5% | +12.5% | 0.497% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 11,333 | $482K | 0.0% | +165.0% | 0.118% | |
2/6/2024 | Lincoln National Corp | 15,110 | $642K | 0.0% | +114.7% | 0.158% | |
2/6/2024 | Spire Wealth Management | 9,064 | $389K | 0.0% | -38.3% | 0.095% | |
2/6/2024 | Ifrah Financial Services Inc. | 15,268 | $649K | 0.2% | -6.4% | 0.160% | |
2/6/2024 | Commonwealth Equity Services LLC | 521,888 | $22.19M | 0.0% | +5.9% | 5.453% | |
2/5/2024 | Kestra Private Wealth Services LLC | 55,168 | $2.35M | 0.1% | +15.8% | 0.576% | |
2/5/2024 | Naviter Wealth LLC | 124,536 | $5.29M | 1.1% | -0.6% | 1.301% | |
2/5/2024 | Pitti Group Wealth Management LLC | 18,981 | $807K | 0.9% | +1.4% | 0.198% | |
2/2/2024 | Truist Financial Corp | 21,501 | $914K | 0.0% | -9.0% | 0.225% | |
2/2/2024 | Kovack Advisors Inc. | 6,825 | $290K | 0.0% | +17.8% | 0.071% | |
2/2/2024 | Atria Wealth Solutions Inc. | 29,483 | $1.25M | 0.0% | +33.6% | 0.308% | |
2/1/2024 | CWM LLC | 186,042 | $7.91M | 0.0% | N/A | 1.944% | |
1/30/2024 | Aurora Private Wealth Inc. | 55,789 | $2.37M | 2.2% | +1.9% | 0.583% | |
1/30/2024 | DHJJ Financial Advisors Ltd. | 72,873 | $3.10M | 1.4% | -3.9% | 0.761% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 2,238 | $95K | 0.0% | N/A | 0.023% | |
1/25/2024 | Strategic Blueprint LLC | 15,081 | $641K | 0.1% | N/A | 0.158% | |
1/23/2024 | Semus Wealth Partners LLC | 15,814 | $672K | 0.6% | N/A | 0.165% | |
1/23/2024 | LVZ Inc. | 5,123 | $218K | 0.0% | N/A | 0.054% | |
1/23/2024 | ForthRight Wealth Management LLC | 7,385 | $314K | 0.1% | +28.2% | 0.077% | |
1/19/2024 | True Link Financial Advisors LLC | 20,425 | $868K | 0.1% | -90.5% | 0.213% | |
1/19/2024 | Flagstar Advisors Inc. | 6,959 | $296K | 0.1% | N/A | 0.073% | |
1/19/2024 | ERn Financial LLC | 88,447 | $3.77M | 0.7% | -2.7% | 0.924% | |
1/18/2024 | MBL Wealth LLC | 230,444 | $9.80M | 1.2% | +2.0% | 2.408% | |
1/18/2024 | Bouchey Financial Group Ltd | 17,590 | $748K | 0.1% | -13.4% | 0.184% | |
1/17/2024 | Keystone Wealth Services LLC | 53,105 | $2.26M | 0.8% | +20.7% | 0.555% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 10,000 | $425K | 0.0% | N/A | 0.104% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 175,548 | $7.46M | 0.0% | +265.7% | 1.834% | |
1/16/2024 | Raymond James & Associates | 86,701 | $3.69M | 0.0% | +152.4% | 0.906% | |
1/16/2024 | CoreCap Advisors LLC | 4,788 | $204K | 0.0% | -94.3% | 0.050% | |
1/12/2024 | Mutual Advisors LLC | 4,893 | $208K | 0.0% | N/A | 0.051% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 31,286 | $1.33M | 0.3% | -13.1% | 0.327% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 4,915 | $209K | 0.0% | N/A | 0.051% | |
1/11/2024 | Brookstone Capital Management | 4,853 | $206K | 0.0% | -9.8% | 0.051% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 5,815 | $247K | 0.0% | N/A | 0.061% | |
1/9/2024 | Sage Capital Advisors llc | 6,081 | $259K | 0.1% | -24.8% | 0.064% | |
1/9/2024 | Key Client Fiduciary Advisors LLC | 14,360 | $610K | 0.4% | N/A | 0.150% | |
1/9/2024 | IFP Advisors Inc | 267,290 | $11.36M | 0.5% | +4,035.1% | 2.793% | |
1/8/2024 | Fragasso Group Inc. | 67,008 | $2.85M | 0.3% | +66.9% | 0.700% | |
11/16/2023 | Integrated Advisors Network LLC | 25,460 | $989K | 0.1% | -1.4% | 0.266% | |
11/16/2023 | Harbour Investments Inc. | 30,617 | $1.19M | 0.1% | -61.6% | 0.320% | |
11/13/2023 | Mariner LLC | 68,768 | $2.67M | 0.0% | -13.6% | 0.719% | |
11/13/2023 | LPL Financial LLC | 102,701 | $3.99M | 0.0% | -2.5% | 1.073% | |
11/13/2023 | Envestnet Asset Management Inc. | 103,932 | $4.04M | 0.0% | +34.6% | 1.086% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,662 | $220K | 0.0% | N/A | 0.059% | |
Everybody laughed when he recommended Netflix (Ad) "This Could be Worth Even More than A.I."
Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined. Click here to see how it could become the No. 1 investment of the next decade. |
11/13/2023 | Kestra Advisory Services LLC | 27,380 | $1.06M | 0.0% | -26.1% | 0.286% | |
11/8/2023 | Janney Montgomery Scott LLC | 31,593 | $1.23M | 0.0% | -1.4% | 0.330% | |
11/8/2023 | Atria Wealth Solutions Inc. | 22,064 | $857K | 0.0% | -17.1% | 0.231% | |
11/8/2023 | Spire Wealth Management | 14,702 | $571K | 0.0% | -53.7% | 0.154% | |
11/8/2023 | Avantax Advisory Services Inc. | 45,346 | $1.76M | 0.0% | -5.9% | 0.474% | |
11/8/2023 | Oppenheimer & Co. Inc. | 15,436 | $600K | 0.0% | -10.6% | 0.161% | |
11/4/2023 | NBC Securities Inc. | 20,300 | $788K | 0.1% | N/A | 0.212% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 4,277 | $166K | 0.0% | -10.7% | 0.045% | |
10/24/2023 | Bouchey Financial Group Ltd | 20,313 | $789K | 0.1% | -21.0% | 0.212% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 47,997 | $1.87M | 0.0% | -48.3% | 0.502% | |