5/1/2024 | Wambolt & Associates LLC | 11,806 | $132K | 0.0% | -34.5% | 0.019% | |
4/30/2024 | Van ECK Associates Corp | 1,155,121 | $13.15M | 0.0% | +13.1% | 1.874% | |
4/30/2024 | Arkadios Wealth Advisors | 12,678 | $144K | 0.0% | -21.9% | 0.021% | |
4/23/2024 | Global Retirement Partners LLC | 3,259 | $37K | 0.0% | +107.8% | 0.005% | |
4/22/2024 | Strategic Financial Concepts LLC | 55,800 | $635K | 0.2% | N/A | 0.091% | |
4/22/2024 | PFG Investments LLC | 101,835 | $1.16M | 0.1% | N/A | 0.165% | |
|
4/15/2024 | Sound Income Strategies LLC | 3,446,552 | $39.22M | 2.9% | +6.2% | 5.592% | |
3/1/2024 | Creekmur Asset Management LLC | 10,371 | $125K | 0.0% | N/A | 0.017% | |
2/14/2024 | Muzinich & Co. Inc. | 55,876 | $676K | 0.4% | -13.2% | 0.091% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 208,471 | $2.52M | 1.2% | +22.7% | 0.338% | |
2/12/2024 | Capstone Investment Advisors LLC | 20,000 | $242K | 0.0% | N/A | 0.032% | |
2/12/2024 | Cape Investment Advisory Inc. | 2,391 | $29K | 0.0% | N/A | 0.004% | |
2/9/2024 | Trexquant Investment LP | 102,342 | $1.24M | 0.0% | -16.9% | 0.174% | |
2/9/2024 | Mckinley Capital Management LLC | 82,922 | $1.00M | 0.1% | -1.3% | 0.141% | |
2/8/2024 | Janney Montgomery Scott LLC | 38,710 | $468K | 0.0% | -8.0% | 0.066% | |
2/7/2024 | Wambolt & Associates LLC | 18,020 | $218K | 0.0% | -7.5% | 0.031% | |
2/6/2024 | Private Advisor Group LLC | 15,704 | $190K | 0.0% | N/A | 0.027% | |
2/5/2024 | Van ECK Associates Corp | 1,021,521 | $12.36M | 0.0% | +11.8% | 1.739% | |
2/1/2024 | Sigma Planning Corp | 16,204 | $196K | 0.0% | -13.0% | 0.028% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 55,876 | $676K | 0.0% | -13.2% | 0.095% | |
1/29/2024 | Graypoint LLC | 63,938 | $774K | 0.1% | +2.0% | 0.109% | |
1/29/2024 | NewEdge Wealth LLC | 309,203 | $3.74M | 0.1% | N/A | 0.526% | |
1/24/2024 | International Assets Investment Management LLC | 287,738 | $3.48M | 0.0% | +1,110.0% | 0.490% | |
1/22/2024 | Strategies Wealth Advisors LLC | 10,971 | $133K | 0.0% | -46.1% | 0.019% | |
1/19/2024 | PFG Advisors | 110,503 | $1.34M | 0.1% | -6.8% | 0.188% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 15,794 | $191K | 0.0% | +29.0% | 0.027% | |
1/10/2024 | Sound Income Strategies LLC | 3,246,302 | $39.28M | 3.3% | +3.8% | 5.527% | |
1/8/2024 | Optimum Investment Advisors | 28,801 | $348K | 0.2% | +11.6% | 0.049% | |
11/15/2023 | Toroso Investments LLC | 77,596 | $827K | 0.0% | +6.4% | 0.132% | |
11/15/2023 | Advisors Asset Management Inc. | 324,900 | $3.46M | 0.1% | +7.9% | 0.553% | |
11/14/2023 | Trexquant Investment LP | 123,186 | $1.31M | 0.0% | -2.5% | 0.210% | |
11/14/2023 | Mckinley Capital Management LLC | 83,972 | $895K | 0.1% | -5.4% | 0.143% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 20,899 | $223K | 0.0% | N/A | 0.036% | |
11/13/2023 | Altshuler Shaham Ltd | 1,730,086 | $18.47M | 0.5% | -5.9% | 2.945% | |
11/13/2023 | Muzinich & Co. Inc. | 64,390 | $686K | 0.5% | -29.1% | 0.110% | |
11/13/2023 | WINTON GROUP Ltd | 34,861 | $372K | 0.0% | N/A | 0.059% | |
11/8/2023 | HighTower Advisors LLC | 131,244 | $1.40M | 0.0% | +4.1% | 0.223% | |
11/8/2023 | Van ECK Associates Corp | 913,933 | $9.74M | 0.0% | +25.8% | 1.556% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 316,170 | $3.37M | 0.0% | -8.5% | 0.538% | |
11/7/2023 | Virtus ETF Advisers LLC | 71,142 | $758K | 0.5% | +121.8% | 0.121% | |
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11/7/2023 | Jump Financial LLC | 52,600 | $561K | 0.0% | -53.2% | 0.090% | |
11/6/2023 | Sigma Planning Corp | 18,616 | $198K | 0.0% | +8.3% | 0.032% | |
11/1/2023 | Calton & Associates Inc. | 12,205 | $130K | 0.2% | N/A | 0.021% | |
10/31/2023 | Golden Green Inc. | 153,476 | $1.64M | 1.7% | +1.7% | 0.261% | |
10/30/2023 | CFO4Life Group LLC | 10,464 | $112K | 0.0% | N/A | 0.018% | |
10/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 64,390 | $686K | 0.0% | -29.1% | 0.110% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 50,025 | $533K | 0.0% | -59.1% | 0.085% | |
10/26/2023 | Graypoint LLC | 62,700 | $668K | 0.1% | N/A | 0.107% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,239 | $130K | 0.0% | N/A | 0.021% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 41,448 | $442K | 0.0% | +21.1% | 0.071% | |
10/23/2023 | Commonwealth Equity Services LLC | 19,936 | $213K | 0.0% | +55.8% | 0.034% | |
10/17/2023 | Firethorn Wealth Partners LLC | 11,670 | $124K | 0.1% | -39.4% | 0.020% | |
10/13/2023 | PFG Advisors | 118,575 | $1.26M | 0.1% | -3.7% | 0.202% | |
10/13/2023 | Optimum Investment Advisors | 25,801 | $275K | 0.1% | +18.3% | 0.044% | |
10/12/2023 | Sound Income Strategies LLC | 3,127,715 | $33.34M | 3.0% | +4.0% | 5.325% | |
10/11/2023 | AE Wealth Management LLC | 42,245 | $450K | 0.0% | -35.8% | 0.072% | |
10/10/2023 | Strategies Wealth Advisors LLC | 20,372 | $217K | 0.0% | N/A | 0.035% | |
8/11/2023 | Natixis | 19,076 | $203K | 0.0% | -32.0% | 0.038% | |
8/11/2023 | Trexquant Investment LP | 126,375 | $1.35M | 0.0% | +598.2% | 0.254% | |
8/8/2023 | Wilbanks Smith & Thomas Asset Management LLC | 10,000 | $106K | 0.0% | -81.8% | 0.020% | |
8/4/2023 | Parallel Advisors LLC | 4,006 | $43K | 0.0% | N/A | 0.008% | |
8/3/2023 | Van ECK Associates Corp | 726,596 | $7.74M | 0.0% | +7.0% | 1.461% | |
8/3/2023 | Mackenzie Financial Corp | 48,328 | $516K | 0.0% | -22.8% | 0.097% | |
8/3/2023 | Gratus Capital LLC | 10,000 | $106K | 0.0% | N/A | 0.020% | |
8/2/2023 | Sigma Planning Corp | 17,187 | $183K | 0.0% | +11.1% | 0.035% | |
8/1/2023 | Firethorn Wealth Partners LLC | 19,272 | $205K | 0.2% | +72.6% | 0.039% | |
7/31/2023 | LPL Financial LLC | 65,680 | $699K | 0.0% | +26.9% | 0.132% | |
7/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 90,804 | $967K | 0.0% | -13.7% | 0.183% | |
7/28/2023 | First Republic Investment Management Inc. | 345,391 | $3.68M | 0.0% | -2.4% | 0.695% | |
7/27/2023 | Virtu Financial LLC | 37,448 | $399K | 0.0% | N/A | 0.075% | |
7/26/2023 | Latitude Advisors LLC | 11,249 | $120K | 0.1% | +10.6% | 0.023% | |
7/24/2023 | Sage Mountain Advisors LLC | 10,000 | $106K | 0.0% | -50.0% | 0.020% | |
7/13/2023 | Golden Green Inc. | 150,842 | $1.61M | 1.7% | -1.8% | 0.303% | |
7/13/2023 | Mid American Wealth Advisory Group Inc. | 20,783 | $223K | 0.2% | N/A | 0.042% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 34,220 | $364K | 0.0% | +8.9% | 0.069% | |
7/10/2023 | AE Wealth Management LLC | 65,779 | $701K | 0.0% | +8.1% | 0.132% | |
7/10/2023 | Sound Income Strategies LLC | 3,006,237 | $32.02M | 3.3% | +4.9% | 6.045% | |
5/12/2023 | Beacon Investment Advisors LLC | 12,014 | $127K | 0.1% | N/A | 0.024% | |
5/12/2023 | First Republic Investment Management Inc. | 353,794 | $3.75M | 0.0% | -2.8% | 0.711% | |
5/11/2023 | Muzinich & Co. Inc. | 105,234 | $1.12M | 0.8% | -8.0% | 0.212% | |
5/11/2023 | Golden Green Inc. | 153,589 | $1.63M | 1.9% | N/A | 0.309% | |
5/9/2023 | Wedbush Securities Inc. | 53,245 | $565K | 0.0% | -4.7% | 0.107% | |
5/8/2023 | Sigma Planning Corp | 15,468 | $164K | 0.0% | N/A | 0.031% | |
5/5/2023 | Wilbanks Smith & Thomas Asset Management LLC | 55,000 | $584K | 0.0% | +10.0% | 0.111% | |
5/4/2023 | Emerald Mutual Fund Advisers Trust | 70,760 | $751K | 0.0% | N/A | 0.142% | |
5/3/2023 | Van ECK Associates Corp | 678,827 | $7.20M | 0.0% | +15.9% | 1.365% | |
5/3/2023 | Optimum Investment Advisors | 21,801 | $231K | 0.1% | -12.1% | 0.044% | |
5/2/2023 | AllSquare Wealth Management LLC | 15,700 | $167K | 0.1% | -8.7% | 0.032% | |
5/2/2023 | Firethorn Wealth Partners LLC | 11,166 | $121K | 0.1% | N/A | 0.022% | |
4/28/2023 | Avantax Advisory Services Inc. | 16,241 | $172K | 0.0% | +11.6% | 0.033% | |
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad) “Titan of Tech” Bets Big on Tiny AI Company
He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal…
But our research shows his latest investment could be his most successful venture yet. See how you can invest alongside him |
4/27/2023 | Latitude Advisors LLC | 10,170 | $108K | 0.1% | N/A | 0.020% | |
4/27/2023 | Sumitomo Mitsui Trust Holdings Inc. | 105,234 | $1.12M | 0.0% | -8.0% | 0.212% | |
4/25/2023 | Sage Mountain Advisors LLC | 20,000 | $212K | 0.0% | N/A | 0.040% | |
4/24/2023 | Mackenzie Financial Corp | 62,582 | $664K | 0.0% | +40.4% | 0.126% | |
4/21/2023 | PFG Advisors | 123,877 | $1.31M | 0.1% | -9.1% | 0.249% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 162,827 | $1.73M | 0.1% | -22.5% | 0.327% | |
4/19/2023 | International Assets Investment Management LLC | 23,780 | $252K | 0.0% | -7.1% | 0.048% | |
4/14/2023 | AE Wealth Management LLC | 60,834 | $645K | 0.0% | +37.1% | 0.122% | |
4/10/2023 | Sound Income Strategies LLC | 2,865,356 | $30.40M | 3.3% | -0.1% | 5.762% | |
4/6/2023 | Teamwork Financial Advisors LLC | 17,128 | $182K | 0.0% | +9.6% | 0.034% | |