4/26/2024 | Mitchell & Pahl Private Wealth LLC | 31,319 | $344K | 0.2% | -9.0% | 0.001% | |
4/25/2024 | Aaron Wealth Advisors LLC | 19,602 | $215K | 0.0% | N/A | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 10,862 | $119K | 0.0% | N/A | 0.000% | |
4/23/2024 | BSW Wealth Partners | 36,703 | $403K | 0.1% | -32.7% | 0.002% | |
4/23/2024 | KLR Investment Advisors LLC | 108,341 | $1.10M | 0.8% | +9.9% | 0.005% | |
4/22/2024 | Drive Wealth Management LLC | 15,493 | $170K | 0.0% | -9.5% | 0.001% | |
|
4/19/2024 | Legacy Wealth Asset Management LLC | 242,081 | $2.66M | 0.7% | +3.5% | 0.011% | |
4/19/2024 | First Trust Direct Indexing L.P. | 135,240 | $1.49M | 0.1% | -6.6% | 0.006% | |
4/19/2024 | Norden Group LLC | 37,482 | $412K | 0.0% | N/A | 0.002% | |
4/19/2024 | Sivia Capital Partners LLC | 36,005 | $396K | 0.3% | -3.9% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 14,977 | $165K | 0.0% | -26.2% | 0.001% | |
4/18/2024 | Claro Advisors LLC | 37,798 | $415K | 0.1% | +4.2% | 0.002% | |
4/18/2024 | Diversified Trust Co | 29,119 | $320K | 0.0% | N/A | 0.001% | |
4/16/2024 | Hennessy Advisors Inc. | 12,991 | $143K | 0.0% | -14.6% | 0.001% | |
4/15/2024 | DGS Capital Management LLC | 58,861 | $647K | 0.2% | +4.6% | 0.003% | |
4/11/2024 | Ballentine Partners LLC | 11,818 | $130K | 0.0% | N/A | 0.001% | |
4/10/2024 | Aprio Wealth Management LLC | 32,699 | $359K | 0.1% | +9.5% | 0.001% | |
4/10/2024 | Inscription Capital LLC | 17,998 | $200K | 0.1% | N/A | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 48,923 | $538K | 0.0% | +37.8% | 0.002% | |
4/10/2024 | Banque Cantonale Vaudoise | 57,117 | $628K | 0.0% | +350.9% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 136,110 | $1.28M | 0.0% | -1.9% | 0.006% | |
3/14/2024 | Hennessy Advisors Inc. | 15,210 | $143K | 0.0% | +21.7% | 0.001% | |
3/13/2024 | Sivia Capital Partners LLC | 37,454 | $352K | 0.2% | N/A | 0.002% | |
3/5/2024 | Fisher Asset Management LLC | 17,343,246 | $163.20M | 0.1% | -18.0% | 0.794% | |
3/1/2024 | Goldman Sachs Group Inc. | 3,884,868 | $36.56M | 0.0% | +35.1% | 0.178% | |
2/26/2024 | Virtu Financial LLC | 70,868 | $667K | 0.1% | N/A | 0.003% | |
2/14/2024 | Cullen Capital Management LLC | 2,866,299 | $26.97M | 0.4% | -34.1% | 0.131% | |
2/14/2024 | Schroder Investment Management Group | 5,743,331 | $54.05M | 0.1% | -10.9% | 0.263% | |
2/14/2024 | AdvisorShares Investments LLC | 70,456 | $663K | 0.2% | N/A | 0.003% | |
2/13/2024 | Crossmark Global Holdings Inc. | 1,710,791 | $16.10M | 0.3% | -4.1% | 0.078% | |
2/13/2024 | Rafferty Asset Management LLC | 3,884,522 | $36.55M | 0.2% | +8.8% | 0.178% | |
2/13/2024 | Dorsey Wright & Associates | 299,613 | $2.82M | 0.9% | -7.3% | 0.014% | |
2/12/2024 | Eagle Asset Management Inc. | 43,529 | $410K | 0.0% | -4.5% | 0.002% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 12,053 | $113K | 0.0% | -17.1% | 0.001% | |
2/12/2024 | Capstone Investment Advisors LLC | 14,484 | $136K | 0.0% | -69.4% | 0.001% | |
2/9/2024 | Orion Portfolio Solutions LLC | 162,378 | $1.43M | 0.0% | +94.6% | 0.007% | |
2/9/2024 | US Bancorp DE | 330,324 | $3.11M | 0.0% | -9.4% | 0.015% | |
2/9/2024 | EverSource Wealth Advisors LLC | 11,583 | $109K | 0.0% | +36.6% | 0.001% | |
2/9/2024 | Corient Private Wealth LLC | 181,357 | $1.71M | 0.0% | -2.7% | 0.008% | |
2/9/2024 | Wells Fargo & Company MN | 748,186 | $7.04M | 0.0% | -18.2% | 0.034% | |
A new way to collect income from stocks (Ad) Most people think of BUYING options when they talk about options.
It’s how speculators leverage large sums of money hoping that a stock moves in the “right” direction over a certain period of time.
The problem is - they don’t always pay off when you buy them.
In fact, a contributing writer at the Financial Post studied options extensively… Click here to see me place one of these trades LIVE on camera. |
2/9/2024 | Balentine LLC | 119,304 | $1.12M | 0.0% | -1.2% | 0.005% | |
2/9/2024 | UBS Group AG | 9,139,215 | $86M | 0.0% | -20.2% | 0.419% | |
2/9/2024 | PNC Financial Services Group Inc. | 136,110 | $1.28M | 0.0% | -1.9% | 0.006% | |
2/8/2024 | Panagora Asset Management Inc. | 36,267 | $341K | 0.0% | +28.9% | 0.002% | |
2/8/2024 | Capital Wealth Planning LLC | 196,638 | $1.85M | 0.0% | +73.0% | 0.009% | |
2/8/2024 | KLR Investment Advisors LLC | 98,588 | $928K | 0.7% | +55.0% | 0.005% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 195,716 | $1.84M | 0.0% | -14.6% | 0.009% | |
2/8/2024 | Moran Wealth Management LLC | 568,017 | $5.35M | 0.2% | N/A | 0.026% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 63,886 | $601K | 0.1% | -11.9% | 0.003% | |
2/7/2024 | Ieq Capital LLC | 17,430 | $164K | 0.0% | -13.6% | 0.001% | |
2/7/2024 | QRG Capital Management Inc. | 84,800 | $798K | 0.0% | +25.8% | 0.004% | |
2/7/2024 | BNP Paribas Financial Markets | 1,524,413 | $14.35M | 0.0% | +35.7% | 0.070% | |
2/7/2024 | Principal Securities Inc. | 4,319 | $41K | 0.0% | N/A | 0.000% | |
2/6/2024 | LSV Asset Management | 1,178,477 | $11.09M | 0.0% | +4.9% | 0.054% | |
2/6/2024 | Summit Global Investments | 10,307 | $97K | 0.0% | N/A | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 2,385,346 | $22.45M | 0.1% | -7.5% | 0.109% | |
2/6/2024 | Fisher Asset Management LLC | 19,847,246 | $186.76M | 0.1% | -6.2% | 0.909% | |
2/6/2024 | First Trust Direct Indexing L.P. | 144,760 | $1.36M | 0.1% | +14.5% | 0.007% | |
2/5/2024 | Savant Capital LLC | 12,144 | $114K | 0.0% | N/A | 0.001% | |
2/5/2024 | Russell Investments Group Ltd. | 11,680 | $110K | 0.0% | +82.3% | 0.001% | |
2/2/2024 | Truist Financial Corp | 58,013 | $546K | 0.0% | -11.8% | 0.003% | |
2/1/2024 | GAMMA Investing LLC | 5,645 | $52K | 0.0% | N/A | 0.000% | |
2/1/2024 | Larson Financial Group LLC | 200,499 | $1.89M | 0.2% | -0.7% | 0.009% | |
2/1/2024 | Signaturefd LLC | 41,011 | $386K | 0.0% | -6.7% | 0.002% | |
1/31/2024 | HTLF Bank | 18,185 | $171K | 0.0% | N/A | 0.001% | |
1/31/2024 | Federated Hermes Inc. | 73,180 | $689K | 0.0% | -75.0% | 0.003% | |
1/30/2024 | Desjardins Global Asset Management Inc. | 28,709 | $270K | 0.0% | -10.8% | 0.001% | |
1/30/2024 | Wealth Alliance | 25,931 | $244K | 0.0% | +10.6% | 0.001% | |
1/30/2024 | DGS Capital Management LLC | 56,281 | $530K | 0.2% | +7.6% | 0.003% | |
1/29/2024 | Simplicity Solutions LLC | 31,170 | $293K | 0.0% | +4.5% | 0.001% | |
1/29/2024 | AlphaQ Advisors LLC | 45,239 | $426K | 0.3% | -13.2% | 0.002% | |
1/26/2024 | Cerity Partners LLC | 132,258 | $1.25M | 0.0% | +12.4% | 0.006% | |
1/26/2024 | Sequoia Financial Advisors LLC | 99,610 | $937K | 0.0% | -2.7% | 0.005% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 20,291 | $191K | 0.0% | +44.4% | 0.001% | |
1/25/2024 | BSW Wealth Partners | 54,557 | $513K | 0.1% | +4.4% | 0.002% | |
1/25/2024 | Bleakley Financial Group LLC | 31,170 | $293K | 0.0% | +4.5% | 0.001% | |
1/25/2024 | Capital Management Associates Inc | 10,000 | $94K | 0.1% | N/A | 0.000% | |
1/23/2024 | BetterWealth LLC | 10,000 | $94K | 0.0% | N/A | 0.000% | |
1/18/2024 | Hennessy Advisors Inc. | 15,210 | $143K | 0.0% | +21.7% | 0.001% | |
1/18/2024 | Caprock Group LLC | 57,308 | $539K | 0.0% | +2.9% | 0.003% | |
1/18/2024 | Blue Trust Inc. | 38,166 | $359K | 0.0% | +43.4% | 0.002% | |
1/18/2024 | Ritholtz Wealth Management | 169,247 | $1.59M | 0.1% | +59.0% | 0.008% | |
1/17/2024 | Aprio Wealth Management LLC | 29,850 | $281K | 0.1% | +29.0% | 0.001% | |
1/16/2024 | Raymond James & Associates | 62,627 | $589K | 0.0% | +6.2% | 0.003% | |
1/12/2024 | Paragon Capital Management Ltd | 24,193 | $228K | 0.0% | -20.7% | 0.001% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 233,868 | $2.20M | 0.7% | -17.9% | 0.011% | |
1/10/2024 | Shilanski & Associates Inc. | 24,046 | $226K | 0.1% | -8.4% | 0.001% | |
1/10/2024 | Dfpg Investments LLC | 67,125 | $577K | 0.0% | +11.7% | 0.003% | |
1/9/2024 | Curated Wealth Partners LLC | 21,315 | $201K | 0.0% | +17.9% | 0.001% | |
1/8/2024 | First Affirmative Financial Network | 14,497 | $136K | 0.1% | -12.2% | 0.001% | |
What is Medicare Supplement Insurance? (Ad) Original Medicare helps covers a lot of hospital and medical services, but it still leaves some out- of- pocket medical costs to recipients. Make sure your family’s nest egg is protected from unpredictable medical expenses. Consider applying for a Medicare Supplement Insurance Plan that travels with you. Learn More Here |
11/30/2023 | American Century Companies Inc. | 1,518,089 | $11.42M | 0.0% | +8.0% | 0.070% | |
11/22/2023 | Graham Capital Management L.P. | 222,981 | $1.68M | 0.0% | N/A | 0.010% | |
11/16/2023 | Penserra Capital Management LLC | 113,654 | $854K | 0.0% | +151.3% | 0.005% | |
11/15/2023 | Schroder Investment Management Group | 6,447,317 | $48.48M | 0.1% | -0.9% | 0.295% | |
11/15/2023 | Sei Investments Co. | 2,590,714 | $19.48M | 0.0% | -2.7% | 0.119% | |
11/15/2023 | Seven Eight Capital LP | 93,176 | $701K | 0.1% | N/A | 0.004% | |
11/15/2023 | Earnest Partners LLC | 4,639,201 | $34.89M | 0.2% | -2.4% | 0.212% | |
11/15/2023 | AXQ Capital LP | 14,700 | $111K | 0.0% | N/A | 0.001% | |
11/15/2023 | AQR Capital Management LLC | 1,342,758 | $10.10M | 0.0% | -4.2% | 0.061% | |
11/14/2023 | Lazard Asset Management LLC | 22,216,528 | $167.07M | 0.2% | -27.7% | 1.017% | |