| 4/26/2024 | Securian Asset Management Inc. | 14,326 | $1.60M | 0.0% | -8.2% | 0.006% | |
| 4/26/2024 | UMB Bank n.a. | 2,299 | $257K | 0.0% | -15.8% | 0.001% | |
| 4/26/2024 | LifeSteps Financial Inc. | 637 | $71K | 0.1% | N/A | 0.000% | |
| 4/26/2024 | Yousif Capital Management LLC | 120,952 | $13.54M | 0.2% | -15.3% | 0.050% | |
| 4/26/2024 | Augustine Asset Management Inc. | 4,297 | $481K | 0.2% | -13.5% | 0.002% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 282 | $32K | 0.0% | N/A | 0.000% | |
|
| 4/26/2024 | First National Trust Co | 44,335 | $4.96M | 0.2% | -4.1% | 0.018% | |
| 4/26/2024 | Legacy Bridge LLC | 665 | $74K | 0.0% | +392.6% | 0.000% | |
| 4/26/2024 | Verdence Capital Advisors LLC | 30,755 | $3.44M | 0.3% | +2.3% | 0.013% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 3,758 | $421K | 0.0% | +3.2% | 0.002% | |
| 4/25/2024 | New York State Teachers Retirement System | 242,893 | $27.18M | 0.1% | -2.5% | 0.100% | |
| 4/25/2024 | Bank of New York Mellon Corp | 1,782,187 | $199.43M | 0.0% | -5.6% | 0.733% | |
| 4/25/2024 | Strategy Asset Managers LLC | 7,082 | $792K | 0.2% | +3.2% | 0.003% | |
| 4/25/2024 | Carmel Capital Partners LLC | 4,030 | $451K | 0.2% | -4.2% | 0.002% | |
| 4/25/2024 | Equitable Trust Co. | 3,971 | $444K | 0.0% | -5.6% | 0.002% | |
| 4/25/2024 | Capital Investment Advisory Services LLC | 4,782 | $535K | 0.1% | -5.8% | 0.002% | |
| 4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 264,060 | $29.55M | 0.1% | -2.5% | 0.109% | |
| 4/25/2024 | L.M. Kohn & Company | 1,940 | $217K | 0.1% | N/A | 0.001% | |
| 4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 37,717 | $4.22M | 0.0% | +28.7% | 0.016% | |
| 4/25/2024 | Aaron Wealth Advisors LLC | 8,928 | $999K | 0.1% | +6.7% | 0.004% | |
| 4/25/2024 | Greylin Investment Management Inc | 23,722 | $2.65M | 0.4% | -15.5% | 0.010% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 59,595 | $6.67M | 0.0% | -14.2% | 0.025% | |
| 4/24/2024 | CENTRAL TRUST Co | 7,175 | $803K | 0.0% | -2.9% | 0.003% | |
| 4/24/2024 | V Square Quantitative Management LLC | 8,919 | $998K | 0.2% | +12.6% | 0.004% | |
| 4/24/2024 | Simplicity Wealth LLC | 6,675 | $747K | 0.0% | N/A | 0.003% | |
| 4/24/2024 | Archford Capital Strategies LLC | 1,903 | $213K | 0.0% | N/A | 0.001% | |
| 4/24/2024 | Spire Wealth Management | 2,205 | $247K | 0.0% | +309.1% | 0.001% | |
| 4/24/2024 | Assenagon Asset Management S.A. | 9,494 | $1.06M | 0.0% | +61.6% | 0.004% | |
| 4/23/2024 | Iowa State Bank | 54,092 | $6.05M | 1.3% | +51.8% | 0.022% | |
| 4/23/2024 | Milestone Asset Management LLC | 5,281 | $591K | 0.2% | N/A | 0.002% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,092 | $234K | 0.0% | -12.2% | 0.001% | |
| 4/23/2024 | Mason & Associates Inc | 1,835 | $205K | 0.1% | N/A | 0.001% | |
| 4/23/2024 | Louisiana State Employees Retirement System | 14,200 | $1.59M | 0.0% | -4.7% | 0.006% | |
| 4/23/2024 | Sage Mountain Advisors LLC | 1,986 | $222K | 0.0% | N/A | 0.001% | |
| 4/23/2024 | United Asset Strategies Inc. | 14,384 | $1.61M | 0.2% | N/A | 0.006% | |
| 4/23/2024 | Venturi Wealth Management LLC | 386 | $43K | 0.0% | +77.1% | 0.000% | |
| 4/23/2024 | Amalgamated Bank | 68,380 | $7.65M | 0.1% | -16.1% | 0.028% | |
| 4/23/2024 | Gradient Investments LLC | 150,075 | $16.79M | 0.4% | +55,483.3% | 0.062% | |
| 4/23/2024 | New Mexico Educational Retirement Board | 12,404 | $1.39M | 0.0% | -6.1% | 0.005% | |
| 4/23/2024 | Fifth Third Bancorp | 11,875 | $1.33M | 0.0% | +3.1% | 0.005% | |
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| 4/23/2024 | Wesbanco Bank Inc. | 4,045 | $453K | 0.0% | +22.8% | 0.002% | |
| 4/23/2024 | Revisor Wealth Management LLC | 5,590 | $595K | 0.3% | +94.3% | 0.002% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 144,514 | $16.17M | 0.0% | +108.9% | 0.059% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 8,271 | $926K | 0.1% | -6.9% | 0.003% | |
| 4/22/2024 | Forza Wealth Management LLC | 15,125 | $1.69M | 0.9% | -2.6% | 0.006% | |
| 4/22/2024 | HF Advisory Group LLC | 7,557 | $846K | 0.5% | +1.7% | 0.003% | |
| 4/22/2024 | PFG Investments LLC | 1,910 | $214K | 0.0% | N/A | 0.001% | |
| 4/22/2024 | Raymond James & Associates | 343,461 | $38.43M | 0.0% | +18.7% | 0.141% | |
| 4/22/2024 | IFM Investors Pty Ltd | 48,484 | $5.43M | 0.1% | -1.2% | 0.020% | |
| 4/19/2024 | Insight Folios Inc | 3,203 | $358K | 0.1% | -21.9% | 0.001% | |
| 4/19/2024 | Powers Advisory Group LLC | 2,218 | $248K | 0.1% | -11.6% | 0.001% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 11,499 | $1.29M | 0.1% | +5.5% | 0.005% | |
| 4/19/2024 | Wealthstar Advisors LLC | 9,305 | $1.04M | 0.4% | N/A | 0.004% | |
| 4/19/2024 | State of Alaska Department of Revenue | 55,586 | $6.22M | 0.1% | +108.8% | 0.023% | |
| 4/19/2024 | Azzad Asset Management Inc. ADV | 7,874 | $881K | 0.1% | N/A | 0.003% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 642,945 | $71.95M | 0.0% | -3.2% | 0.264% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 3,351 | $375K | 0.0% | -3.0% | 0.001% | |
| 4/18/2024 | West Oak Capital LLC | 2,080 | $233K | 0.1% | -5.7% | 0.001% | |
| 4/18/2024 | Measured Wealth Private Client Group LLC | 7,889 | $883K | 0.3% | +3.8% | 0.003% | |
| 4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 2,090 | $234K | 0.1% | +5.0% | 0.001% | |
| 4/18/2024 | Allspring Global Investments Holdings LLC | 106,105 | $11.87M | 0.0% | +379.5% | 0.044% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 2,011 | $225K | 0.0% | N/A | 0.001% | |
| 4/18/2024 | Diversified Trust Co | 23,720 | $2.65M | 0.1% | +210.2% | 0.010% | |
| 4/18/2024 | Mirador Capital Partners LP | 11,854 | $1.33M | 0.3% | +5.8% | 0.005% | |
| 4/18/2024 | LVW Advisors LLC | 7,830 | $876K | 0.1% | -7.0% | 0.003% | |
| 4/17/2024 | Romano Brothers AND Company | 13,962 | $1.56M | 0.2% | -2.1% | 0.006% | |
| 4/17/2024 | Hennion & Walsh Asset Management Inc. | 16,206 | $1.81M | 0.1% | -9.5% | 0.007% | |
| 4/16/2024 | Financial Management Professionals Inc. | 1,073 | $120K | 0.0% | +12.5% | 0.000% | |
| 4/16/2024 | Tsfg LLC | 8,047 | $900K | 0.2% | -8.0% | 0.003% | |
| 4/16/2024 | Norwood Financial Corp | 1,620 | $181K | 0.3% | -9.7% | 0.001% | |
| 4/16/2024 | Artemis Investment Management LLP | 79,225 | $8.86M | 0.1% | -31.2% | 0.033% | |
| 4/16/2024 | Buckley Wealth Management LLC | 11,057 | $1.24M | 0.4% | -2.5% | 0.005% | |
| 4/16/2024 | Transform Wealth LLC | 26,659 | $3.00M | 0.3% | +2.6% | 0.011% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 55,318 | $6.19M | 0.0% | +105.7% | 0.023% | |
| 4/15/2024 | Exeter Financial LLC | 14,457 | $1.59M | 0.7% | +2.5% | 0.006% | |
| 4/15/2024 | Cairn Investment Group Inc. | 14,326 | $1.60M | 0.9% | -5.4% | 0.006% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 2,789 | $312K | 0.0% | N/A | 0.001% | |
| 4/15/2024 | SMI Advisory Services LLC | 36,372 | $3.93M | 1.1% | N/A | 0.015% | |
| 4/15/2024 | G&S Capital LLC | 9,303 | $1.04M | 0.5% | -3.1% | 0.004% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 500 | $56K | 0.0% | N/A | 0.000% | |
| 4/15/2024 | Brookstone Capital Management | 10,058 | $1.13M | 0.0% | -8.7% | 0.004% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 9,415 | $1.05M | 0.2% | +10.4% | 0.004% | |
| 4/15/2024 | Counterpoint Mutual Funds LLC | 3,513 | $393K | 0.1% | -4.0% | 0.001% | |
| 4/15/2024 | Kwmg LLC | 131,061 | $14.67M | 1.6% | -1.1% | 0.054% | |
| 4/15/2024 | Etesian Wealth Advisors Inc. | 5,788 | $648K | 0.4% | -13.1% | 0.002% | |
| 4/13/2024 | Columbus Macro LLC | 12,928 | $1.45M | 0.5% | -8.9% | 0.005% | |
| 4/12/2024 | Riverview Trust Co | 887 | $99K | 0.1% | N/A | 0.000% | |
| 4/12/2024 | Gateway Investment Advisers LLC | 4,791 | $536K | 0.0% | +53.8% | 0.002% | |
| 4/12/2024 | Miller Howard Investments Inc. NY | 262,257 | $29.35M | 1.0% | -47.7% | 0.108% | |
| 4/12/2024 | Global Assets Advisory LLC | 16,809 | $1.88M | 0.0% | N/A | 0.007% | |
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…
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| 4/12/2024 | Peak Financial Advisors LLC | 25,027 | $2.80M | 1.7% | N/A | 0.010% | |
| 4/12/2024 | High Net Worth Advisory Group LLC | 2,100 | $235K | 0.1% | N/A | 0.001% | |
| 4/11/2024 | Ballentine Partners LLC | 3,238 | $362K | 0.0% | +26.0% | 0.001% | |
| 4/11/2024 | Birch Capital Management LLC | 19,413 | $2.17M | 1.1% | +6.5% | 0.008% | |
| 4/11/2024 | Contravisory Investment Management Inc. | 93,704 | $10.49M | 2.3% | -0.8% | 0.039% | |
| 4/11/2024 | International Assets Investment Management LLC | 370,792 | $454K | 0.0% | 0.0% | 0.152% | |
| 4/11/2024 | Hummer Financial Advisory Services Inc | 1,913 | $215K | 0.2% | N/A | 0.001% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 2,301 | $257K | 0.1% | -3.9% | 0.001% | |
| 4/11/2024 | Gulf International Bank UK Ltd | 20,973 | $2.35M | 0.1% | +0.6% | 0.009% | |
| 4/11/2024 | Optimum Investment Advisors | 1,600 | $179K | 0.1% | -11.1% | 0.001% | |
