4/27/2024 | Vigilare Wealth Management | 1,390 | $395K | 0.2% | -9.0% | 0.000% | |
4/27/2024 | Conning Inc. | 3,939 | $1.12M | 0.0% | -2.1% | 0.001% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 59,047 | $15.94M | 1.5% | +8.0% | 0.011% | |
4/26/2024 | Pinnacle Associates Ltd. | 63,478 | $18.05M | 0.3% | +12.2% | 0.012% | |
4/26/2024 | Sterling Investment Counsel LLC | 1,648 | $469K | 0.2% | -16.6% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 31,511 | $8.96M | 0.3% | -7.1% | 0.006% | |
|
4/26/2024 | Triasima Portfolio Management inc. | 11,053 | $3.14M | 0.3% | N/A | 0.002% | |
4/26/2024 | McGuire Investment Group LLC | 14,328 | $4.07M | 0.6% | -2.2% | 0.003% | |
4/26/2024 | UMB Bank n.a. | 42,928 | $12.21M | 0.2% | -18.7% | 0.008% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 4,890 | $1.32M | 0.6% | +0.9% | 0.001% | |
4/26/2024 | MBA Advisors LLC | 2,917 | $829K | 0.4% | -2.6% | 0.001% | |
4/26/2024 | LifeSteps Financial Inc. | 1,328 | $378K | 0.3% | +3.9% | 0.000% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 9,605 | $2.73M | 2.1% | -91.2% | 0.002% | |
4/26/2024 | Northwest Bancshares Inc. | 1,491 | $424K | 0.1% | +6.7% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 70,077 | $19.92M | 0.2% | -4.1% | 0.013% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 2,881 | $819K | 0.2% | +37.3% | 0.001% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 623 | $177K | 0.1% | +16.7% | 0.000% | |
4/26/2024 | Horizon Financial Services LLC | 100 | $28K | 0.0% | N/A | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 43,278 | $12.31M | 1.1% | +0.8% | 0.008% | |
4/26/2024 | SlateStone Wealth LLC | 31,865 | $9.06M | 0.9% | +84.5% | 0.006% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 7,502 | $2.13M | 0.1% | -2.2% | 0.001% | |
4/26/2024 | Coastline Trust Co | 19,133 | $5.44M | 0.7% | -1.0% | 0.004% | |
4/26/2024 | First National Trust Co | 58,105 | $16.52M | 0.7% | +28.2% | 0.011% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 5,094 | $1.45M | 0.8% | +5.4% | 0.001% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 3,469 | $986K | 0.5% | -2.8% | 0.001% | |
4/26/2024 | Guardian Investment Management | 14,829 | $4.33M | 3.3% | -1.7% | 0.003% | |
4/26/2024 | Clear Creek Financial Management LLC | 1,768 | $503K | 0.1% | +130.2% | 0.000% | |
4/26/2024 | Quantum Financial Advisors LLC | 3,166 | $900K | 0.2% | +7.2% | 0.001% | |
4/26/2024 | Members Trust Co | 1,575 | $448K | 0.0% | +6.0% | 0.000% | |
4/26/2024 | Pacific Heights Asset Management LLC | 58,000 | $16.49M | 1.3% | -14.7% | 0.011% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 10,059 | $2.86M | 0.4% | -3.3% | 0.002% | |
4/26/2024 | Sumitomo Life Insurance Co. | 6,532 | $1.86M | 0.0% | -3.9% | 0.001% | |
4/26/2024 | First Personal Financial Services | 17,699 | $5.03M | 1.2% | -4.0% | 0.003% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 13,893 | $3.95M | 0.1% | N/A | 0.003% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 991 | $282K | 0.2% | +7.1% | 0.000% | |
4/26/2024 | Virginia Wealth Management Group Inc. | 8,436 | $2.40M | 2.0% | -4.6% | 0.002% | |
4/26/2024 | MONECO Advisors LLC | 2,105 | $599K | 0.1% | +20.9% | 0.000% | |
4/26/2024 | KG&L Capital Management LLC | 3,934 | $1.12M | 0.4% | +85.3% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 12,364 | $3.52M | 0.3% | -4.3% | 0.002% | |
4/26/2024 | Checchi Capital Advisers LLC | 6,740 | $1.92M | 0.1% | -3.5% | 0.001% | |
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4/26/2024 | Tritonpoint Wealth LLC | 1,608 | $435K | 0.0% | +4.1% | 0.000% | |
4/26/2024 | Meridian Wealth Management LLC | 15,535 | $4.42M | 0.7% | +3.0% | 0.003% | |
4/26/2024 | Bogart Wealth LLC | 20,892 | $5.94M | 0.3% | +4.4% | 0.004% | |
4/25/2024 | Lindbrook Capital LLC | 1,946 | $553K | 0.1% | +2.1% | 0.000% | |
4/25/2024 | New York State Teachers Retirement System | 539,316 | $153.34M | 0.3% | -2.8% | 0.101% | |
4/25/2024 | WCM Investment Management LLC | 1,230 | $350K | 0.0% | +5.5% | 0.000% | |
4/25/2024 | Lodestar Private Asset Management LLC | 1,035 | $294K | 0.0% | -15.5% | 0.000% | |
4/25/2024 | Human Investing LLC | 5,118 | $1.46M | 0.3% | -2.8% | 0.001% | |
4/25/2024 | Center for Financial Planning Inc. | 851 | $242K | 0.0% | +6.1% | 0.000% | |
4/25/2024 | Inlet Private Wealth LLC | 23,631 | $6.72M | 1.9% | -0.6% | 0.004% | |
4/25/2024 | TRUE Private Wealth Advisors | 2,727 | $775K | 0.1% | +6.2% | 0.001% | |
4/25/2024 | Bank of New York Mellon Corp | 5,359,003 | $1.52B | 0.3% | -2.4% | 0.999% | |
4/25/2024 | Kinneret Advisory LLC | 29,944 | $8.51M | 0.9% | -0.3% | 0.006% | |
4/25/2024 | Bridges Investment Management Inc. | 30,699 | $8.73M | 0.3% | +8.8% | 0.006% | |
4/25/2024 | TNF LLC | 1,379 | $377K | 0.1% | -3.1% | 0.000% | |
4/25/2024 | Equitable Trust Co. | 19,073 | $5.42M | 0.4% | +56.7% | 0.004% | |
4/25/2024 | Schnieders Capital Management LLC | 23,148 | $6.58M | 1.4% | +0.3% | 0.004% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 111,994 | $31.84M | 1.9% | +2.9% | 0.021% | |
4/25/2024 | Advocate Group LLC | 6,523 | $1.86M | 0.4% | -3.5% | 0.001% | |
4/25/2024 | Capital Investment Advisory Services LLC | 10,687 | $3.04M | 0.3% | -10.1% | 0.002% | |
4/25/2024 | HTLF Bank | 29,711 | $8.45M | 1.0% | -2.4% | 0.006% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 277,264 | $78.83M | 0.3% | +0.3% | 0.052% | |
4/25/2024 | L.M. Kohn & Company | 2,184 | $621K | 0.2% | +2.6% | 0.000% | |
4/25/2024 | Benedict Financial Advisors Inc. | 32,866 | $9.34M | 2.4% | -0.4% | 0.006% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 158,262 | $45.00M | 0.5% | +3.1% | 0.030% | |
4/25/2024 | Investment Advisory Services Inc. TX ADV | 5,830 | $1.66M | 0.6% | -4.9% | 0.001% | |
4/25/2024 | Aaron Wealth Advisors LLC | 206,627 | $58.75M | 8.4% | +2.7% | 0.039% | |
4/25/2024 | Valeo Financial Advisors LLC | 44,890 | $12.76M | 0.4% | -3.7% | 0.008% | |
4/25/2024 | Whalen Wealth Management Inc. | 1,071 | $305K | 0.2% | N/A | 0.000% | |
4/25/2024 | Smallwood Wealth Investment Management LLC | 1,118 | $318K | 0.2% | +43.5% | 0.000% | |
4/25/2024 | Argus Investors Counsel Inc. | 5,638 | $1.60M | 1.0% | -10.3% | 0.001% | |
4/25/2024 | Greylin Investment Management Inc | 15,860 | $4.51M | 0.7% | -48.1% | 0.003% | |
4/25/2024 | Freedom Day Solutions LLC | 1,672 | $475K | 0.2% | -3.6% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 121,170 | $34.45M | 0.1% | +0.1% | 0.023% | |
4/24/2024 | Private Trust Co. NA | 8,803 | $2.50M | 0.3% | +14.5% | 0.002% | |
4/24/2024 | Leavell Investment Management Inc. | 12,583 | $3.58M | 0.2% | -1.0% | 0.002% | |
4/24/2024 | Patton Albertson Miller Group LLC | 4,068 | $1.16M | 0.2% | -1.5% | 0.001% | |
4/24/2024 | Zhang Financial LLC | 14,789 | $4.21M | 0.3% | +9.7% | 0.003% | |
4/24/2024 | Family Legacy Inc. | 12,729 | $3.62M | 1.3% | -7.4% | 0.002% | |
4/24/2024 | CENTRAL TRUST Co | 45,967 | $13.07M | 0.3% | -3.4% | 0.009% | |
4/24/2024 | Oxler Private Wealth LLC | 9,323 | $2.65M | 1.0% | +54.1% | 0.002% | |
4/24/2024 | Berkshire Bank | 1,806 | $513K | 0.1% | +19.9% | 0.000% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 422 | $120K | 0.1% | N/A | 0.000% | |
4/24/2024 | Fulcrum Equity Management | 1,913 | $544K | 0.6% | +2.9% | 0.000% | |
4/24/2024 | Trinity Legacy Partners LLC | 15,056 | $4.28M | 1.3% | +17.9% | 0.003% | |
4/24/2024 | Marino Stram & Associates LLC | 4,797 | $1.36M | 0.3% | +3.7% | 0.001% | |
4/24/2024 | Dakota Wealth Management | 47,058 | $13.38M | 0.3% | +61.5% | 0.009% | |
4/24/2024 | Simplicity Wealth LLC | 22,227 | $6.32M | 0.2% | N/A | 0.004% | |
4/24/2024 | Archford Capital Strategies LLC | 6,226 | $1.77M | 0.3% | +5.7% | 0.001% | |
4/24/2024 | NBT Bank N A NY | 4,470 | $1.27M | 0.1% | -3.5% | 0.001% | |
They say it’s ‘unstoppable’ – How I made 43,509% (Ad) Not long ago I joined Phil Ash for a private one-on-one interview.
And during our time together I pulled the covers of my investing system that’s delivered 779 winners and 43,509% total profits since November of 2015…
Without a single loss. Click here now for the full story. |
4/24/2024 | Wells Trecaso Financial Group LLC | 1,764 | $501K | 0.2% | +4.3% | 0.000% | |
4/24/2024 | Childress Capital Advisors LLC | 1,888 | $537K | 0.2% | -5.4% | 0.000% | |
4/24/2024 | Avitas Wealth Management LLC | 6,395 | $1.82M | 0.3% | N/A | 0.001% | |
4/24/2024 | Spire Wealth Management | 7,541 | $2.14M | 0.1% | -1.6% | 0.001% | |
4/24/2024 | Gemmer Asset Management LLC | 823 | $234K | 0.0% | -4.9% | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 5,992 | $1.70M | 0.2% | -1.7% | 0.001% | |
4/24/2024 | Bar Harbor Wealth Management | 2,727 | $775K | 0.1% | -2.2% | 0.001% | |
4/24/2024 | West Branch Capital LLC | 1,490 | $424K | 0.2% | -12.1% | 0.000% | |
4/24/2024 | Assenagon Asset Management S.A. | 547,733 | $155.73M | 0.4% | -39.1% | 0.102% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 176 | $46K | 0.0% | -29.0% | 0.000% | |