5/17/2024 | Comerica Bank | 7,199 | $248K | 0.0% | -6.8% | 0.195% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 18,720 | $645K | 0.0% | -14.9% | 0.506% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,342 | $391K | 0.0% | +24.6% | 0.307% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 2,535 | $87K | 0.0% | -31.2% | 0.069% | |
4/23/2024 | Lunt Capital Management Inc. | 17,850 | $615K | 0.3% | +2.0% | 0.482% | |
4/22/2024 | PFG Investments LLC | 8,921 | $307K | 0.0% | -69.1% | 0.241% | |
|
4/22/2024 | Raymond James & Associates | 136,306 | $4.70M | 0.0% | -2.4% | 3.684% | |
4/19/2024 | Monument Capital Management | 19,383 | $668K | 0.2% | -23.0% | 0.524% | |
4/18/2024 | Refined Wealth Management | 30,306 | $1.04M | 0.8% | -59.8% | 0.819% | |
4/18/2024 | MorganRosel Wealth Management LLC | 20,917 | $721K | 0.3% | -2.5% | 0.565% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 449,355 | $15.49M | 0.0% | -4.4% | 12.145% | |
2/9/2024 | UBS Group AG | 345,843 | $10.98M | 0.0% | -0.7% | 8.983% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 3,683 | $117K | 0.0% | -12.5% | 0.096% | |
2/1/2024 | Monument Capital Management | 25,177 | $800K | 0.3% | -6.0% | 0.654% | |
1/30/2024 | Lunt Capital Management Inc. | 17,493 | $556K | 0.3% | +59.8% | 0.454% | |
1/22/2024 | Refined Wealth Management | 75,463 | $2.40M | 1.9% | +6.5% | 1.960% | |
1/18/2024 | Trueblood Wealth Management LLC | 25,103 | $797K | 0.5% | N/A | 0.652% | |
1/17/2024 | PFG Investments LLC | 28,828 | $916K | 0.2% | +239.5% | 0.749% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 31,184 | $990K | 0.0% | -6.1% | 0.810% | |
1/16/2024 | Raymond James & Associates | 139,590 | $4.43M | 0.0% | -1.2% | 3.626% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 39,384 | $1.25M | 0.1% | -46.1% | 0.905% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 21,367 | $613K | 0.0% | -13.6% | 0.541% | |
11/9/2023 | UBS Group AG | 348,178 | $9.98M | 0.0% | +0.2% | 8.815% | |
11/8/2023 | Janney Montgomery Scott LLC | 9,105 | $261K | 0.0% | -8.6% | 0.231% | |
11/6/2023 | PFG Investments LLC | 8,492 | $244K | 0.0% | -70.8% | 0.215% | |
10/31/2023 | Lunt Capital Management Inc. | 10,944 | $314K | 0.2% | N/A | 0.277% | |
10/30/2023 | Del Sette Capital Management LLC | 9,409 | $270K | 0.3% | N/A | 0.238% | |
10/30/2023 | MorganRosel Wealth Management LLC | 21,574 | $619K | 0.3% | -28.9% | 0.546% | |
10/25/2023 | Monument Capital Management | 26,779 | $768K | 0.2% | -8.9% | 0.678% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 33,213 | $952K | 0.0% | -48.5% | 0.841% | |
10/24/2023 | Raymond James & Associates | 141,237 | $4.05M | 0.0% | -0.8% | 3.576% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 18,060 | $518K | 0.0% | -20.5% | 0.457% | |
10/16/2023 | Refined Wealth Management | 70,853 | $2.03M | 1.8% | +0.9% | 1.941% | |
10/10/2023 | Cyndeo Wealth Partners LLC | 73,009 | $2.09M | 0.2% | N/A | 2.000% | |
10/10/2023 | DHJJ Financial Advisors Ltd. | 1,839 | $53K | 0.0% | N/A | 0.050% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 24,718 | $753K | 0.0% | +7.2% | 0.562% | |
8/10/2023 | Cetera Advisors LLC | 62,082 | $1.89M | 0.0% | N/A | 1.411% | |
8/8/2023 | Prospera Financial Services Inc | 392,897 | $11.97M | 0.5% | -5.3% | 8.929% | |
8/4/2023 | MorganRosel Wealth Management LLC | 30,322 | $924K | 0.4% | -4.1% | 0.689% | |
8/3/2023 | PFG Investments LLC | 29,056 | $885K | 0.2% | -5.9% | 0.660% | |
Warren Buffett's "mystery stock" (Ad) WARNING: Read This Before the Next Fed Meeting
Investors are looking to the Fed with high hopes for interest rate relief. Unfortunately, many have no idea there's another major story unfolding right now, one that could be worth $40 trillion. This Wall Street millionaire just stepped forward with all the details, and how it could make some |
7/31/2023 | LPL Financial LLC | 123,884 | $3.77M | 0.0% | +214.5% | 2.816% | |
7/26/2023 | Janney Montgomery Scott LLC | 9,967 | $304K | 0.0% | +25.5% | 0.227% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 64,544 | $1.97M | 0.0% | -1.2% | 1.467% | |
7/25/2023 | Raymond James & Associates | 142,363 | $4.34M | 0.0% | +4.3% | 3.236% | |
7/18/2023 | Monument Capital Management | 29,408 | $896K | 0.3% | -26.2% | 0.668% | |
7/17/2023 | Refined Wealth Management | 70,209 | $2.14M | 1.8% | +4.4% | 1.633% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 22,711 | $692K | 0.0% | +12.9% | 0.528% | |
5/11/2023 | PFG Investments LLC | 30,876 | $925K | 0.2% | N/A | 0.679% | |
5/10/2023 | Resources Investment Advisors LLC. | 22,400 | $671K | 0.0% | +4.3% | 0.492% | |
5/8/2023 | WealthShield Partners LLC | 1,800 | $54K | 0.0% | N/A | 0.040% | |
4/28/2023 | Ameritas Advisory Services LLC | 3,483 | $107K | 0.0% | N/A | 0.077% | |
4/28/2023 | Janney Montgomery Scott LLC | 7,939 | $238K | 0.0% | N/A | 0.174% | |
4/21/2023 | Monument Capital Management | 39,825 | $1.19M | 0.4% | -12.7% | 0.875% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 65,341 | $1.96M | 0.0% | +15.3% | 1.436% | |
4/14/2023 | Raymond James & Associates | 136,532 | $4.09M | 0.0% | +21.2% | 3.001% | |
4/13/2023 | MorganRosel Wealth Management LLC | 31,610 | $947K | 0.4% | -49.8% | 0.695% | |
3/6/2023 | OLD Mission Capital LLC | 3,109 | $85K | 0.0% | -92.5% | 0.067% | |
2/10/2023 | O Shaughnessy Asset Management LLC | 25,591 | $703K | 0.0% | -9.6% | 0.550% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 12,849 | $353K | 0.0% | -11.3% | 0.276% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 56,691 | $1.56M | 0.0% | +16.8% | 1.219% | |
2/8/2023 | Raymond James & Associates | 112,686 | $3.09M | 0.0% | -3.3% | 2.423% | |
2/8/2023 | UBS Group AG | 325,508 | $8.94M | 0.0% | -9.3% | 7.000% | |
2/8/2023 | Prospera Financial Services Inc | 415,130 | $11.40M | 0.6% | +234.2% | 8.928% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 19,629 | $539K | 0.0% | -4.8% | 0.422% | |
2/7/2023 | Commonwealth Equity Services LLC | 62,870 | $1.73M | 0.0% | +1.3% | 1.352% | |
2/7/2023 | LPL Financial LLC | 56,604 | $1.55M | 0.0% | -44.1% | 1.217% | |
2/7/2023 | Envestnet Asset Management Inc. | 16,157 | $444K | 0.0% | -6.6% | 0.347% | |
2/1/2023 | Great Valley Advisor Group Inc. | 12,090 | $332K | 0.0% | -9.4% | 0.266% | |
1/31/2023 | Del Sette Capital Management LLC | 114,310 | $4.61M | 3.7% | N/A | 2.512% | |
1/27/2023 | Monument Capital Management | 45,616 | $1.25M | 0.4% | -16.7% | 1.003% | |
1/24/2023 | Del Sette Capital Management LLC | 114,310 | $4.61M | 4.4% | N/A | 2.512% | |
1/20/2023 | MorganRosel Wealth Management LLC | 62,952 | $1.73M | 0.8% | -22.2% | 1.384% | |
1/17/2023 | Refined Wealth Management | 67,035 | $1.84M | 1.6% | +6.4% | 1.473% | |
11/14/2022 | Royal Bank of Canada | 337,336 | $8.19M | 0.0% | +1.3% | 8.650% | |
11/14/2022 | OLD Mission Capital LLC | 41,204 | $1M | 0.0% | N/A | 1.057% | |
11/10/2022 | UBS Group AG | 358,815 | $8.71M | 0.0% | -11.0% | 9.200% | |
11/7/2022 | Monument Capital Management | 54,764 | $1.33M | 0.5% | -12.1% | 1.404% | |
10/27/2022 | Prospera Financial Services Inc | 124,219 | $3.02M | 0.2% | -5.0% | 3.185% | |
10/25/2022 | Raymond James & Associates | 116,519 | $2.83M | 0.0% | -7.5% | 2.877% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 48,547 | $1.18M | 0.0% | -1.2% | 1.199% | |
10/21/2022 | Great Valley Advisor Group Inc. | 13,351 | $324K | 0.0% | -12.8% | 0.330% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 20,609 | $500K | 0.0% | +3.8% | 0.509% | |
10/14/2022 | MorganRosel Wealth Management LLC | 80,958 | $1.97M | 1.0% | +2.3% | 1.999% | |
10/4/2022 | Csenge Advisory Group | 14,114 | $343K | 0.0% | N/A | 0.317% | |
9/16/2022 | Private Trust Co. NA | 908 | $25K | 0.0% | N/A | 0.020% | |
8/19/2022 | Eagle Bay Advisors LLC | 4,356 | $120K | 0.1% | N/A | 0.097% | |
8/11/2022 | O Shaughnessy Asset Management LLC | 11,415 | $315K | 0.0% | N/A | 0.254% | |
8/11/2022 | UBS Group AG | 403,139 | $11.14M | 0.0% | +0.3% | 8.959% | |
8/8/2022 | Resources Investment Advisors LLC. | 21,615 | $597K | 0.0% | -8.6% | 0.480% | |
8/8/2022 | Eqis Capital Management Inc. | 25,959 | $717K | 0.1% | N/A | 0.577% | |
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad) The latest flare-up between Israel and Palestinian militants has sent gold prices surging.
Why? Because savvy investors know the endgame of the elites at play…
Geopolitical crises breed uncertainty — and gold thrives on uncertainty.
See why the elites are pouring billions into gold. |
8/8/2022 | Prospera Financial Services Inc | 130,781 | $3.61M | 0.2% | +4.2% | 2.906% | |
8/3/2022 | Janney Montgomery Scott LLC | 7,557 | $211K | 0.0% | -74.8% | 0.168% | |
7/27/2022 | MorganRosel Wealth Management LLC | 79,109 | $2.19M | 1.2% | -6.7% | 1.648% | |
7/22/2022 | Geneos Wealth Management Inc. | 2,601 | $71K | 0.0% | -33.3% | 0.054% | |
7/20/2022 | Monument Capital Management | 62,333 | $1.72M | 0.6% | -5.1% | 1.299% | |
7/19/2022 | Commonwealth Equity Services LLC | 61,641 | $1.70M | 0.0% | -1.7% | 1.284% | |
7/19/2022 | Refined Wealth Management | 63,294 | $1.75M | 1.6% | +10.0% | 1.319% | |
7/19/2022 | Great Valley Advisor Group Inc. | 15,313 | $423K | 0.0% | -3.9% | 0.319% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 19,852 | $549K | 0.0% | -32.9% | 0.414% | |
5/11/2022 | Raymond James & Associates | 189,442 | $6.37M | 0.0% | -15.5% | 3.541% | |