| 4/27/2024 | Weatherly Asset Management L. P. | 16,046 | $4.56M | 0.4% | +2.1% | 0.005% | |
| 4/27/2024 | Vigilare Wealth Management | 1,126 | $320K | 0.2% | -25.4% | 0.000% | |
| 4/27/2024 | Conning Inc. | 1,151 | $327K | 0.0% | -3.8% | 0.000% | |
| 4/27/2024 | Fonville Wealth Management LLC | 1,821 | $517K | 0.2% | -21.5% | 0.001% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 39,722 | $11.29M | 0.2% | +1.7% | 0.012% | |
| 4/26/2024 | Trueblood Wealth Management LLC | 1,249 | $355K | 0.2% | -3.0% | 0.000% | |
|
| 4/26/2024 | Sterling Investment Counsel LLC | 4,799 | $1.36M | 0.6% | +6.4% | 0.001% | |
| 4/26/2024 | Securian Asset Management Inc. | 18,549 | $5.27M | 0.2% | -5.8% | 0.006% | |
| 4/26/2024 | Triasima Portfolio Management inc. | 8,512 | $2.42M | 0.2% | -12.8% | 0.003% | |
| 4/26/2024 | UMB Bank n.a. | 52,784 | $15.00M | 0.2% | -48.5% | 0.016% | |
| 4/26/2024 | Advisors Management Group Inc. ADV | 5,300 | $1.51M | 0.4% | N/A | 0.002% | |
| 4/26/2024 | Highview Capital Management LLC DE | 3,076 | $874K | 0.4% | -57.9% | 0.001% | |
| 4/26/2024 | Yousif Capital Management LLC | 43,753 | $12.43M | 0.1% | -1.0% | 0.014% | |
| 4/26/2024 | Schmidt P J Investment Management Inc. | 3,934 | $1.12M | 0.2% | +5.3% | 0.001% | |
| 4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 120 | $34K | 0.0% | -38.5% | 0.000% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 16,948 | $4.82M | 0.4% | +4.8% | 0.005% | |
| 4/26/2024 | SlateStone Wealth LLC | 1,791 | $509K | 0.1% | +2.3% | 0.001% | |
| 4/26/2024 | Coastline Trust Co | 32,968 | $9.37M | 1.1% | +58.9% | 0.010% | |
| 4/26/2024 | First National Trust Co | 26,647 | $7.57M | 0.3% | +14.2% | 0.008% | |
| 4/26/2024 | Legacy Bridge LLC | 6,056 | $1.72M | 1.0% | +2.6% | 0.002% | |
| 4/26/2024 | CloudAlpha Capital Management Limited Hong Kong | 1,000 | $284K | 0.0% | -97.0% | 0.000% | |
| 4/26/2024 | SYSTM Wealth Solutions LLC | 9,550 | $2.71M | 0.3% | +4.5% | 0.003% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 918 | $261K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | KG&L Capital Management LLC | 8,053 | $2.29M | 0.9% | +165.4% | 0.002% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 1,469 | $417K | 0.0% | +5.2% | 0.000% | |
| 4/26/2024 | Terra Nova Asset Management LLC | 6,932 | $1.97M | 1.6% | N/A | 0.002% | |
| 4/26/2024 | Caliber Wealth Management LLC | 14,332 | $4.07M | 2.2% | -2.6% | 0.004% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 1,097 | $312K | 0.0% | -4.4% | 0.000% | |
| 4/26/2024 | Meridian Wealth Management LLC | 18,116 | $5.15M | 0.9% | -3.0% | 0.006% | |
| 4/26/2024 | Bogart Wealth LLC | 30,257 | $8.60M | 0.4% | -5.6% | 0.009% | |
| 4/25/2024 | New York State Teachers Retirement System | 290,205 | $82.46M | 0.2% | +0.9% | 0.090% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 1,247 | $354K | 0.1% | +4.2% | 0.000% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 3,729 | $1.06M | 0.1% | +6.6% | 0.001% | |
| 4/25/2024 | Adell Harriman & Carpenter Inc. | 109,515 | $31.12M | 2.6% | +1.5% | 0.034% | |
| 4/25/2024 | Ulland Investment Advisors LLC | 105 | $30K | 0.0% | N/A | 0.000% | |
| 4/25/2024 | Strategy Asset Managers LLC | 2,711 | $770K | 0.2% | +8.2% | 0.001% | |
| 4/25/2024 | Bridges Investment Management Inc. | 179,034 | $50.87M | 1.6% | 0.0% | 0.055% | |
| 4/25/2024 | Osborne Partners Capital Management LLC | 55,821 | $15.86M | 1.0% | -24.6% | 0.017% | |
| 4/25/2024 | Equitable Trust Co. | 1,200 | $341K | 0.0% | N/A | 0.000% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 2,334 | $663K | 0.1% | N/A | 0.001% | |
His win rate puts Warren Buffett to shame… (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. |
| 4/25/2024 | Triumph Capital Management | 4,314 | $1.21M | 0.5% | -49.1% | 0.001% | |
| 4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 216,933 | $61.64M | 0.2% | -18.4% | 0.067% | |
| 4/25/2024 | L.M. Kohn & Company | 1,703 | $484K | 0.1% | N/A | 0.001% | |
| 4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 49,148 | $13.96M | 0.2% | +2.9% | 0.015% | |
| 4/25/2024 | Aaron Wealth Advisors LLC | 779 | $221K | 0.0% | +11.3% | 0.000% | |
| 4/25/2024 | Randolph Co Inc | 41,757 | $11.86M | 1.5% | N/A | 0.013% | |
| 4/25/2024 | Long Run Wealth Advisors LLC | 11,416 | $3.24M | 0.9% | +3.1% | 0.004% | |
| 4/25/2024 | Telos Capital Management Inc. | 27,340 | $7.77M | 0.9% | +347.1% | 0.008% | |
| 4/25/2024 | Summit Financial LLC | 5,193 | $1.48M | 0.1% | +13.5% | 0.002% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 79,490 | $22.59M | 0.1% | +10.6% | 0.025% | |
| 4/24/2024 | Private Trust Co. NA | 5,305 | $1.51M | 0.2% | +18.7% | 0.002% | |
| 4/24/2024 | Elite Wealth Management Inc. | 17,495 | $4.97M | 0.2% | -20.4% | 0.005% | |
| 4/24/2024 | Leavell Investment Management Inc. | 1,698 | $482K | 0.0% | N/A | 0.001% | |
| 4/24/2024 | Zhang Financial LLC | 790 | $224K | 0.0% | N/A | 0.000% | |
| 4/24/2024 | CENTRAL TRUST Co | 12,878 | $3.66M | 0.1% | +4.7% | 0.004% | |
| 4/24/2024 | V Square Quantitative Management LLC | 2,059 | $585K | 0.1% | +169.5% | 0.001% | |
| 4/24/2024 | 1900 Wealth Management LLC | 1,344 | $382K | 0.0% | -19.7% | 0.000% | |
| 4/24/2024 | Activest Wealth Management | 542 | $154K | 0.1% | +1,190.5% | 0.000% | |
| 4/24/2024 | Oxler Private Wealth LLC | 7,620 | $2.17M | 0.8% | +477.3% | 0.002% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 4,572 | $1.30M | 0.6% | +56.6% | 0.001% | |
| 4/24/2024 | Premier Path Wealth Partners LLC | 3,047 | $867K | 0.2% | -9.0% | 0.001% | |
| 4/24/2024 | Trinity Legacy Partners LLC | 12,850 | $3.65M | 1.1% | +42.1% | 0.004% | |
| 4/24/2024 | Zullo Investment Group Inc. | 1,249 | $355K | 0.2% | +34.6% | 0.000% | |
| 4/24/2024 | Dakota Wealth Management | 55,680 | $15.82M | 0.4% | +141.4% | 0.017% | |
| 4/24/2024 | Simplicity Wealth LLC | 5,788 | $1.65M | 0.0% | N/A | 0.002% | |
| 4/24/2024 | NBT Bank N A NY | 8,158 | $2.32M | 0.2% | +2.9% | 0.003% | |
| 4/24/2024 | Wells Trecaso Financial Group LLC | 38,598 | $10.97M | 3.9% | +1.0% | 0.012% | |
| 4/24/2024 | Avitas Wealth Management LLC | 8,149 | $2.32M | 0.4% | -1.4% | 0.003% | |
| 4/24/2024 | Spire Wealth Management | 26,566 | $7.55M | 0.3% | -3.4% | 0.008% | |
| 4/24/2024 | Essex Financial Services Inc. | 1,085 | $308K | 0.0% | -16.0% | 0.000% | |
| 4/24/2024 | Bar Harbor Wealth Management | 8,561 | $2.43M | 0.2% | +74.4% | 0.003% | |
| 4/24/2024 | Assenagon Asset Management S.A. | 10,085 | $2.87M | 0.0% | -91.1% | 0.003% | |
| 4/23/2024 | Iowa State Bank | 7,745 | $2.20M | 0.5% | N/A | 0.002% | |
| 4/23/2024 | Canal Capital Management LLC | 22,108 | $6.28M | 1.1% | -2.3% | 0.007% | |
| 4/23/2024 | Sky Investment Group LLC | 730 | $207K | 0.0% | N/A | 0.000% | |
| 4/23/2024 | Bfsg LLC | 10,548 | $3.00M | 0.4% | N/A | 0.003% | |
| 4/23/2024 | Global Retirement Partners LLC | 3,774 | $1.07M | 0.0% | +56.1% | 0.001% | |
| 4/23/2024 | Cornell Pochily Investment Advisors Inc. | 6,176 | $1.76M | 0.7% | -13.2% | 0.002% | |
| 4/23/2024 | Mason & Associates Inc | 1,440 | $409K | 0.1% | N/A | 0.000% | |
| 4/23/2024 | Covenant Asset Management LLC | 25,941 | $7.37M | 1.2% | +1.4% | 0.008% | |
| 4/23/2024 | Louisiana State Employees Retirement System | 43,700 | $12.42M | 0.2% | -0.5% | 0.014% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 1,346 | $382K | 0.0% | +4.8% | 0.000% | |
| 4/23/2024 | Moody Lynn & Lieberson LLC | 20,385 | $5.79M | 0.4% | -40.3% | 0.006% | |
| 4/23/2024 | United Asset Strategies Inc. | 42,829 | $12.17M | 1.2% | -36.6% | 0.013% | |
| 4/23/2024 | WASHINGTON TRUST Co | 113,085 | $32.13M | 1.2% | -0.2% | 0.035% | |
| 4/23/2024 | Canvas Wealth Advisors LLC | 11,149 | $3.09M | 1.0% | +27.2% | 0.003% | |
| 4/23/2024 | Venturi Wealth Management LLC | 4,615 | $1.31M | 0.1% | -40.7% | 0.001% | |
| 4/23/2024 | Community Financial Services Group LLC | 19,051 | $5.41M | 1.2% | N/A | 0.006% | |
| 4/23/2024 | Amalgamated Bank | 66,769 | $18.97M | 0.2% | -13.9% | 0.021% | |
| 4/23/2024 | Legacy Trust | 34,033 | $9.67M | 2.4% | -1.4% | 0.011% | |
His win rate puts Warren Buffett to shame… (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. |
| 4/23/2024 | F M Investments LLC | 5,593 | $1.59M | 1.1% | -1.1% | 0.002% | |
| 4/23/2024 | Nations Financial Group Inc. IA ADV | 7,458 | $2.12M | 0.2% | +46.2% | 0.002% | |
| 4/23/2024 | Gradient Investments LLC | 73,184 | $20.79M | 0.5% | -4.1% | 0.023% | |
| 4/23/2024 | Bluesphere Advisors LLC | 4,866 | $1.38M | 0.8% | +3.3% | 0.002% | |
| 4/23/2024 | Tyche Wealth Partners LLC | 5,481 | $1.56M | 0.4% | +125.6% | 0.002% | |
| 4/23/2024 | Fifth Third Bancorp | 633,696 | $180.05M | 0.7% | +4.1% | 0.196% | |
| 4/23/2024 | Wesbanco Bank Inc. | 50,766 | $14.42M | 0.5% | +7.2% | 0.016% | |
| 4/23/2024 | Summit Trail Advisors LLC | 2,357 | $670K | 0.0% | +6.5% | 0.001% | |
| 4/23/2024 | Stablepoint Partners LLC | 4,035 | $1.15M | 0.2% | +56.0% | 0.001% | |
| 4/23/2024 | Principle Wealth Partners LLC | 11,359 | $3.23M | 0.3% | +5.1% | 0.004% | |
