4/27/2024 | Riverwater Partners LLC | 3,510 | $209K | 0.2% | N/A | 0.001% | |
4/27/2024 | K.J. Harrison & Partners Inc | 65,621 | $3.91M | 0.6% | +27.9% | 0.013% | |
4/26/2024 | Triasima Portfolio Management inc. | 307,560 | $18.34M | 1.5% | -20.0% | 0.062% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 5,200 | $310K | 0.0% | N/A | 0.001% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 212,902 | $12.71M | 0.0% | +4.6% | 0.043% | |
4/25/2024 | Kercheville Advisors LLC | 127,275 | $7.59M | 3.6% | +1.0% | 0.026% | |
|
4/25/2024 | Cambridge Investment Research Advisors Inc. | 49,511 | $2.95M | 0.0% | -7.4% | 0.010% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 22,532 | $1.34M | 1.0% | -1.4% | 0.005% | |
4/24/2024 | Simplicity Wealth LLC | 45,856 | $2.74M | 0.1% | N/A | 0.009% | |
4/24/2024 | NBT Bank N A NY | 10,320 | $616K | 0.0% | +33.2% | 0.002% | |
4/24/2024 | Spire Wealth Management | 9,916 | $591K | 0.0% | -3.2% | 0.002% | |
4/24/2024 | Assenagon Asset Management S.A. | 14,146 | $844K | 0.0% | -18.7% | 0.003% | |
4/23/2024 | Mason & Associates Inc | 5,190 | $310K | 0.1% | N/A | 0.001% | |
4/23/2024 | Venturi Wealth Management LLC | 1,150 | $69K | 0.0% | -73.4% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 110,498 | $6.59M | 0.0% | +7.6% | 0.022% | |
4/23/2024 | Sapient Capital LLC | 10,856 | $648K | 0.0% | -8.1% | 0.002% | |
4/22/2024 | Compound Global Advisors LLC | 253,595 | $15.13M | 2.3% | -19.2% | 0.051% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 3,587 | $214K | 0.0% | N/A | 0.001% | |
4/22/2024 | PFG Investments LLC | 10,667 | $636K | 0.0% | +4.8% | 0.002% | |
4/22/2024 | Raymond James & Associates | 354,259 | $21.13M | 0.0% | -2.8% | 0.071% | |
4/22/2024 | Accordant Advisory Group Inc | 33,583 | $2.00M | 1.5% | N/A | 0.007% | |
4/20/2024 | Maryland State Retirement & Pension System | 148,005 | $9.20M | 0.2% | +9.0% | 0.030% | |
4/19/2024 | Uncommon Cents Investing LLC | 20,930 | $1.25M | 0.4% | +9.6% | 0.004% | |
4/19/2024 | First Trust Direct Indexing L.P. | 4,639 | $277K | 0.0% | -27.7% | 0.001% | |
4/19/2024 | Financial Sense Advisors Inc. | 62,330 | $3.72M | 1.2% | +372.3% | 0.013% | |
4/19/2024 | Norden Group LLC | 141,417 | $8.44M | 0.1% | +3,121.3% | 0.028% | |
4/19/2024 | Stapp Wealth Management Pllc | 3,720 | $222K | 0.4% | N/A | 0.001% | |
4/19/2024 | Azzad Asset Management Inc. ADV | 61,631 | $3.68M | 0.4% | +2.4% | 0.012% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,369,967 | $81.74M | 0.1% | -3.0% | 0.275% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 164,382 | $9.81M | 0.0% | -9.8% | 0.033% | |
4/17/2024 | Stephens Consulting LLC | 500 | $30K | 0.0% | N/A | 0.000% | |
4/17/2024 | Avalon Capital Management | 6,371 | $380K | 0.2% | -29.4% | 0.001% | |
4/16/2024 | Galibier Capital Management Ltd. | 489,610 | $29.22M | 7.0% | +5.7% | 0.098% | |
4/16/2024 | Tevis Investment Management | 53,885 | $3.21M | 2.7% | -5.8% | 0.011% | |
4/16/2024 | Addenda Capital Inc. | 7,627 | $455K | 0.0% | -31.9% | 0.002% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 18,524 | $1.11M | 0.0% | -4.0% | 0.004% | |
4/15/2024 | Janiczek Wealth Management LLC | 709 | $42K | 0.0% | +406.4% | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 7,148 | $426K | 0.0% | N/A | 0.001% | |
4/15/2024 | St. Johns Investment Management Company LLC | 900 | $54K | 0.0% | N/A | 0.000% | |
4/15/2024 | GoalVest Advisory LLC | 950 | $57K | 0.0% | N/A | 0.000% | |
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. |
4/15/2024 | Sunbelt Securities Inc. | 1,108 | $66K | 0.0% | N/A | 0.000% | |
4/12/2024 | Annex Advisory Services LLC | 55,459 | $3.31M | 0.1% | N/A | 0.011% | |
4/12/2024 | Global Assets Advisory LLC | 45,117 | $2.69M | 0.0% | N/A | 0.009% | |
4/12/2024 | Murphy Pohlad Asset Management LLC | 60,182 | $3.59M | 1.4% | +2.1% | 0.012% | |
4/12/2024 | Washington Capital Management Inc. | 29,565 | $1.76M | 1.4% | -1.6% | 0.006% | |
4/11/2024 | Royal Fund Management LLC | 26,412 | $1.58M | 0.2% | +5.9% | 0.005% | |
4/11/2024 | Benson Investment Management Company Inc. | 88,628 | $5.29M | 2.2% | N/A | 0.018% | |
4/11/2024 | International Assets Investment Management LLC | 3,650 | $224K | 0.0% | -98.1% | 0.001% | |
4/11/2024 | Foundation Resource Management Inc. | 318,828 | $19.02M | 3.0% | +3.7% | 0.064% | |
4/11/2024 | Gulf International Bank UK Ltd | 5,030 | $300K | 0.0% | +4.7% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 6,190 | $369K | 0.0% | +2.8% | 0.001% | |
4/9/2024 | Welch Group LLC | 3,752 | $224K | 0.0% | N/A | 0.001% | |
4/5/2024 | CWM LLC | 9,168 | $547K | 0.0% | +58.0% | 0.002% | |
4/1/2024 | Confluence Investment Management LLC | 18,816 | $1.12M | 0.0% | N/A | 0.004% | |
3/26/2024 | HighPoint Advisor Group LLC | 3,937 | $221K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 12,742 | $699K | 0.0% | -11.0% | 0.003% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 8,637 | $474K | 0.2% | N/A | 0.002% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 184,254 | $10.11M | 0.3% | +0.7% | 0.037% | |
3/11/2024 | Vanguard Group Inc. | 17,562,802 | $963.32M | 0.0% | +2.0% | 3.527% | |
3/5/2024 | Wellington Management Group LLP | 633,799 | $34.78M | 0.0% | +0.2% | 0.127% | |
3/1/2024 | Creekmur Asset Management LLC | 977 | $54K | 0.0% | N/A | 0.000% | |
2/26/2024 | Integrated Advisors Network LLC | 15,000 | $823K | 0.0% | +4.2% | 0.003% | |
2/23/2024 | Beacon Financial Group | 40,569 | $2.23M | 0.3% | -8.5% | 0.008% | |
2/22/2024 | Scarborough Advisors LLC | 907 | $47K | 0.0% | N/A | 0.000% | |
2/21/2024 | Chelsea Counsel Co. | 35,288 | $1.94M | 1.0% | -2.3% | 0.007% | |
2/17/2024 | FIL Ltd | 20,107,126 | $1.10B | 1.2% | +16.4% | 4.040% | |
2/16/2024 | Price T Rowe Associates Inc. MD | 2,071,399 | $113.62M | 0.0% | +13.3% | 0.416% | |
2/15/2024 | Paragon Associates & Paragon Associates II Joint Venture | 150,000 | $8.23M | 18.9% | +20.0% | 0.030% | |
2/15/2024 | Grayhawk Investment Strategies Inc. | 8,637 | $474K | 0.7% | N/A | 0.002% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 1,025,254 | $56.24M | 1.1% | -1.1% | 0.206% | |
2/14/2024 | Barometer Capital Management Inc. | 82,770 | $4.54M | 1.4% | N/A | 0.017% | |
2/14/2024 | Visionary Wealth Advisors | 26,385 | $1.45M | 0.1% | +12.8% | 0.005% | |
2/14/2024 | Balyasny Asset Management L.P. | 848,375 | $46.53M | 0.1% | +1,607.1% | 0.170% | |
2/14/2024 | Cheviot Value Management LLC | 479,138 | $26.47M | 5.7% | +1.7% | 0.096% | |
2/14/2024 | Sprott Inc. | 1,389,132 | $76.20M | 6.9% | -1.6% | 0.279% | |
2/14/2024 | Shell Asset Management Co. | 167,426 | $9.20M | 0.4% | -20.8% | 0.034% | |
2/14/2024 | Connectus Wealth LLC | 48,858 | $2.68M | 0.1% | -6.2% | 0.010% | |
2/14/2024 | CoreCommodity Management LLC | 127,169 | $6.99M | 2.1% | +124.7% | 0.026% | |
2/14/2024 | Ossiam | 89,062 | $4.91M | 0.1% | +30.5% | 0.018% | |
2/14/2024 | Penn Mutual Asset Management LLC | 26,150 | $1.43M | 1.1% | +14.9% | 0.005% | |
2/14/2024 | Scout Investments Inc. | 249,376 | $13.68M | 0.3% | -38.9% | 0.050% | |
2/14/2024 | Schroder Investment Management Group | 390,351 | $21.41M | 0.0% | -12.1% | 0.078% | |
2/14/2024 | Cutler Capital Management LLC | 145,055 | $7.96M | 3.3% | +1.0% | 0.029% | |
2/13/2024 | Gabelli Funds LLC | 789,055 | $43.28M | 0.3% | -0.9% | 0.159% | |
2/13/2024 | 1832 Asset Management L.P. | 1,060,285 | $58.16M | 0.1% | -7.0% | 0.213% | |
2/13/2024 | Oppenheimer & Co. Inc. | 50,683 | $2.78M | 0.1% | +10.2% | 0.010% | |
2/13/2024 | Crossmark Global Holdings Inc. | 44,125 | $2.42M | 0.1% | -0.8% | 0.009% | |
2/13/2024 | Capital World Investors | 9,690,000 | $531.28M | 0.1% | +12.0% | 1.947% | |
2/13/2024 | General American Investors Co. Inc. | 538,858 | $29.56M | 2.3% | +2.7% | 0.108% | |
2/13/2024 | Carmignac Gestion | 1,937,428 | $106.27M | 1.8% | +0.8% | 0.389% | |
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. |
2/13/2024 | Peapack Gladstone Financial Corp | 5,761 | $316K | 0.0% | -8.0% | 0.001% | |
2/13/2024 | CIBC Asset Management Inc | 5,658,691 | $311.25M | 1.2% | +3.7% | 1.137% | |
2/13/2024 | CWA Asset Management Group LLC | 31,235 | $1.71M | 0.1% | -4.4% | 0.006% | |
2/13/2024 | The Manufacturers Life Insurance Company | 5,541,900 | $304.34M | 0.2% | -33.9% | 1.113% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 41,876 | $2.30M | 0.2% | N/A | 0.008% | |
2/12/2024 | Alberta Investment Management Corp | 1,979,658 | $109.07M | 1.0% | +1.1% | 0.398% | |
2/12/2024 | Crestline Management LP | 180,891 | $9.92M | 0.8% | +28.8% | 0.036% | |
2/12/2024 | Tradition Wealth Management LLC | 2,304 | $126K | 0.0% | +27.7% | 0.000% | |
2/12/2024 | Bank of Nova Scotia | 3,529,346 | $193.52M | 0.4% | -16.7% | 0.709% | |
2/12/2024 | Scotia Capital Inc. | 502,395 | $27.49M | 0.2% | +0.8% | 0.101% | |