| 5/8/2024 | Headlands Technologies LLC | 6,927 | $290K | 0.1% | N/A | 0.000% | |
| 5/7/2024 | Atomi Financial Group Inc. | 7,119 | $298K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | Susquehanna Fundamental Investments LLC | 51,100 | $2.14M | 0.1% | N/A | 0.003% | |
| 5/7/2024 | New South Capital Management Inc. | 1,080,172 | $45.23M | 1.9% | +0.3% | 0.066% | |
| 5/7/2024 | Forsta AP Fonden | 259,800 | $10.88M | 0.1% | +12.8% | 0.016% | |
| 5/7/2024 | Avalon Trust Co | 40,248 | $1.69M | 0.1% | +388.0% | 0.002% | |
|
| 5/7/2024 | Oppenheimer Asset Management Inc. | 62,746 | $2.63M | 0.0% | -15.4% | 0.004% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 35,700 | $1.50M | 0.0% | -1.1% | 0.002% | |
| 5/7/2024 | Meixler Investment Management Ltd. | 13,310 | $557K | 0.4% | -17.9% | 0.001% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,075 | $212K | 0.0% | N/A | 0.000% | |
| 5/7/2024 | Karpas Strategies LLC | 703,699 | $29.46M | 9.2% | -5.4% | 0.043% | |
| 5/7/2024 | Sciencast Management LP | 29,609 | $1.24M | 0.8% | +29.9% | 0.002% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,369 | $476K | 0.0% | +9.1% | 0.001% | |
| 5/4/2024 | DAVENPORT & Co LLC | 9,492,928 | $396.67M | 2.4% | -8.2% | 0.578% | |
| 5/3/2024 | Gold Investment Management Ltd. | 109,533 | $4.58M | 1.9% | -1.8% | 0.007% | |
| 5/3/2024 | Catalina Capital Group LLC | 6,937 | $290K | 0.1% | N/A | 0.000% | |
| 5/3/2024 | Callan Capital LLC | 5,116 | $214K | 0.0% | N/A | 0.000% | |
| 5/3/2024 | Mcdonald Capital Investors Inc. CA | 2,113,822 | $88.51M | 5.5% | -1.8% | 0.129% | |
| 5/3/2024 | GSA Capital Partners LLP | 17,127 | $717K | 0.1% | +90.4% | 0.001% | |
| 5/3/2024 | Lorne Steinberg Wealth Management Inc. | 137,683 | $5.76M | 1.8% | +1.4% | 0.008% | |
| 5/3/2024 | Rinkey Investments | 12,550 | $525K | 0.2% | N/A | 0.001% | |
| 5/3/2024 | Smith Salley Wealth Management | 393,532 | $16.48M | 1.3% | -24.5% | 0.024% | |
| 5/3/2024 | Wulff Hansen & CO. | 37,133 | $1.56M | 1.5% | -4.2% | 0.002% | |
| 5/2/2024 | Value Partners Investments Inc. | 21,740 | $910K | 0.0% | +11.4% | 0.001% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 1,238 | $52K | 0.0% | +100.3% | 0.000% | |
| 5/2/2024 | Quent Capital LLC | 3,604 | $151K | 0.0% | +99.8% | 0.000% | |
| 5/2/2024 | Gilbert & Cook Inc. | 34,340 | $1.44M | 0.2% | -3.2% | 0.002% | |
| 5/2/2024 | BNP Paribas | 189,225 | $7.93M | 0.4% | N/A | 0.012% | |
| 5/2/2024 | Mckinley Capital Management LLC | 32,649 | $1.37M | 0.2% | +0.9% | 0.002% | |
| 5/2/2024 | Cross Staff Investments Inc | 7,416 | $311K | 0.3% | -3.3% | 0.000% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 60,785 | $2.55M | 0.0% | -21.1% | 0.004% | |
| 5/1/2024 | Baillie Gifford & Co. | 404,949 | $16.96M | 0.0% | +67.0% | 0.025% | |
| 5/1/2024 | Retirement Group LLC | 83,382 | $3.49M | 1.2% | +0.5% | 0.005% | |
| 5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 42,218 | $1.77M | 0.3% | -2.1% | 0.003% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 15,882 | $665K | 0.0% | +4.6% | 0.001% | |
| 4/30/2024 | Private Advisor Group LLC | 15,359 | $643K | 0.0% | +3.3% | 0.001% | |
| 4/30/2024 | Norden Group LLC | 6,673 | $279K | 0.0% | +20.8% | 0.000% | |
| 4/30/2024 | Culbertson A N & Co. Inc. | 79,280 | $3.32M | 0.6% | +2.8% | 0.005% | |
| 4/30/2024 | Asset Management Advisors LLC | 166,860 | $6.99M | 5.4% | +20.1% | 0.010% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 275,379 | $11.53M | 0.0% | -1.9% | 0.017% | |
RSVP: Charles Payne’s Cash Flow Workshop (Ad) Are you ready to find untapped value in the stocks you already own…
Without selling a single share…
Then you need to know these Cash Flow Trade Strategies. Register For Free Now! |
| 4/29/2024 | Principal Financial Group Inc. | 62,080,629 | $2.60B | 1.5% | -1.9% | 3.781% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 7,540 | $316K | 0.0% | +5.0% | 0.000% | |
| 4/29/2024 | Marks Group Wealth Management Inc | 19,967 | $836K | 0.1% | -1.3% | 0.001% | |
| 4/27/2024 | K.J. Harrison & Partners Inc | 69,037 | $2.89M | 0.4% | -0.4% | 0.004% | |
| 4/26/2024 | Triasima Portfolio Management inc. | 885,814 | $37.07M | 3.1% | +12.2% | 0.054% | |
| 4/26/2024 | UMB Bank n.a. | 5,510 | $231K | 0.0% | +27.2% | 0.000% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 2,478 | $104K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | Chicago Partners Investment Group LLC | 294,002 | $11.87M | 0.5% | +1.6% | 0.018% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 6,622 | $277K | 0.0% | +4.5% | 0.000% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 54,229 | $2.22M | 0.2% | -15.6% | 0.003% | |
| 4/25/2024 | WCM Investment Management LLC | 19,525 | $818K | 0.0% | -4.0% | 0.001% | |
| 4/25/2024 | Carmel Capital Partners LLC | 44,364 | $1.86M | 0.8% | -1.2% | 0.003% | |
| 4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 463,288 | $19.41M | 0.1% | +6.2% | 0.028% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 122,491 | $5.13M | 0.0% | +2.9% | 0.007% | |
| 4/24/2024 | SOL Capital Management CO | 32,176 | $1.35M | 0.2% | -26.5% | 0.002% | |
| 4/24/2024 | Simplicity Wealth LLC | 22,030 | $922K | 0.0% | N/A | 0.001% | |
| 4/24/2024 | First Pacific Financial | 16,059 | $672K | 0.2% | +3.6% | 0.001% | |
| 4/23/2024 | Live Oak Private Wealth LLC | 226,598 | $9.49M | 1.6% | -0.2% | 0.014% | |
| 4/23/2024 | Kirr Marbach & Co. LLC IN | 176,512 | $7.39M | 1.8% | -0.9% | 0.011% | |
| 4/23/2024 | Fifth Third Bancorp | 2,629 | $110K | 0.0% | +206.4% | 0.000% | |
| 4/23/2024 | Clarus Group Inc. | 5,279 | $221K | 0.2% | N/A | 0.000% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 183,972 | $7.70M | 0.0% | +1.7% | 0.011% | |
| 4/22/2024 | America First Investment Advisors LLC | 457,154 | $19.14M | 4.7% | +0.7% | 0.028% | |
| 4/22/2024 | PFG Investments LLC | 10,378 | $435K | 0.0% | N/A | 0.001% | |
| 4/22/2024 | QV Investors Inc. | 553,145 | $23.17M | 2.0% | -14.4% | 0.034% | |
| 4/22/2024 | Raymond James & Associates | 1,427,792 | $59.78M | 0.0% | -1.3% | 0.087% | |
| 4/22/2024 | Lakewood Asset Management LLC | 19,683 | $824K | 0.6% | +15.2% | 0.001% | |
| 4/22/2024 | Lawson Kroeker Investment Management Inc. NE | 227,425 | $9.52M | 1.8% | -13.6% | 0.014% | |
| 4/22/2024 | Hendershot Investments Inc. | 51,030 | $2.14M | 0.3% | -1.0% | 0.003% | |
| 4/20/2024 | Maryland State Retirement & Pension System | 81,623 | $3.16M | 0.1% | +60.1% | 0.005% | |
| 4/19/2024 | Everett Harris & Co. CA | 32,039 | $1.34M | 0.0% | +9.9% | 0.002% | |
| 4/19/2024 | American National Bank & Trust Co. VA | 136,556 | $5.72M | 1.4% | N/A | 0.008% | |
| 4/19/2024 | Check Capital Management Inc. CA | 3,037,695 | $127.19M | 4.2% | +0.4% | 0.185% | |
| 4/19/2024 | Norden Group LLC | 134,920 | $5.65M | 0.1% | +2,342.0% | 0.008% | |
| 4/19/2024 | Meadow Creek Wealth Advisors LLC | 8,693 | $364K | 0.3% | -5.2% | 0.001% | |
| 4/19/2024 | Trust Co. of Oklahoma | 6,100 | $255K | 0.1% | +20.8% | 0.000% | |
| 4/19/2024 | Sivia Capital Partners LLC | 4,957 | $208K | 0.1% | N/A | 0.000% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 3,243,771 | $135.82M | 0.1% | -0.5% | 0.198% | |
| 4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 1,732,196 | $72.55M | 3.6% | +1.1% | 0.105% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 89,053 | $3.73M | 0.0% | -37.4% | 0.005% | |
| 4/18/2024 | Park Place Capital Corp | 6,601 | $276K | 0.1% | -32.8% | 0.000% | |
| 4/18/2024 | Hi Line Capital Management LLC | 325,668 | $13.64M | 4.8% | -0.5% | 0.020% | |
| 4/18/2024 | Diversified Trust Co | 5,297 | $222K | 0.0% | N/A | 0.000% | |
| 4/18/2024 | Compass Ion Advisors LLC | 16,653 | $680K | 0.1% | -35.3% | 0.001% | |
| 4/18/2024 | Blue Zone Wealth Advisors LLC | 162,514 | $6.80M | 2.3% | -4.6% | 0.010% | |
| 4/17/2024 | Strata Wealth Advisors LLC | 16,835 | $705K | 0.2% | -59.2% | 0.001% | |
| 4/17/2024 | CRA Financial Services LLC | 11,250 | $471K | 0.1% | -15.2% | 0.001% | |
| 4/17/2024 | Kathleen S. Wright Associates Inc. | 85,794 | $3.53M | 1.6% | +1.6% | 0.005% | |
| 4/17/2024 | Griffin Asset Management Inc. | 6,353 | $266K | 0.0% | -4.9% | 0.000% | |
| 4/16/2024 | MCF Advisors LLC | 712 | $30K | 0.0% | -69.9% | 0.000% | |
Claim Your Complimentary Bitcoin Reward (Ad) Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you?
In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants.
Absolutely no strings attached. Secure Your Spot Now |
| 4/16/2024 | Atlantic Union Bankshares Corp | 15,121 | $633K | 0.1% | -9.3% | 0.001% | |
| 4/16/2024 | Addenda Capital Inc. | 1,861,606 | $77.95M | 3.7% | -0.4% | 0.113% | |
| 4/16/2024 | Scharf Investments LLC | 4,920,553 | $206.03M | 5.6% | -3.7% | 0.300% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 24,916 | $1.04M | 0.0% | -2.4% | 0.002% | |
| 4/16/2024 | Procyon Advisors LLC | 46,388 | $1.94M | 0.2% | -2.7% | 0.003% | |
| 4/15/2024 | Graybill Wealth Management LTD. | 135,995 | $5.69M | 2.4% | -0.3% | 0.008% | |
| 4/15/2024 | Epiq Partners LLC | 78,630 | $3.29M | 2.2% | +4.6% | 0.005% | |
| 4/15/2024 | GoalVest Advisory LLC | 9,484 | $397K | 0.1% | N/A | 0.001% | |
| 4/15/2024 | Chemistry Wealth Management LLC | 210,382 | $8.81M | 2.4% | +5.4% | 0.013% | |
| 4/13/2024 | Parkside Investments LLC | 212,109 | $8.88M | 1.4% | +0.8% | 0.013% | |
