2/13/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 432,082 | $2.45M | 0.5% | -1.0% | 1.549% | |
2/13/2024 | Peapack Gladstone Financial Corp | 42,435 | $241K | 0.0% | -4.6% | 0.152% | |
1/31/2024 | Institute for Wealth Management LLC. | 16,721 | $95K | 0.0% | -10.2% | 0.060% | |
1/31/2024 | Telos Capital Management Inc. | 26,355 | $149K | 0.0% | N/A | 0.094% | |
11/16/2023 | Belpointe Asset Management LLC | 14,000 | $82K | 0.0% | N/A | 0.050% | |
11/9/2023 | Atomi Financial Group Inc. | 85,886 | $506K | 0.2% | +97.6% | 0.309% | |
|
11/9/2023 | Blair William & Co. IL | 15,892 | $94K | 0.0% | -66.4% | 0.057% | |
11/8/2023 | Atria Wealth Solutions Inc. | 31,791 | $187K | 0.0% | N/A | 0.114% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 10,529 | $62K | 0.0% | N/A | 0.038% | |
8/15/2023 | Brasada Capital Management LP | 12,549 | $83K | 0.0% | -22.0% | 0.045% | |
8/10/2023 | GABELLI & Co INVESTMENT ADVISERS INC. | 436,459 | $2.87M | 0.5% | N/A | 1.569% | |
8/10/2023 | Commonwealth Equity Services LLC | 451,783 | $2.97M | 0.0% | +3.1% | 1.625% | |
7/31/2023 | LPL Financial LLC | 285,659 | $1.88M | 0.0% | +2.0% | 1.027% | |
7/21/2023 | Creative Planning | 12,009 | $79K | 0.0% | -40.9% | 0.043% | |
7/10/2023 | Level Four Advisory Services LLC | 39,876 | $262K | 0.0% | +7.0% | 0.143% | |
6/7/2023 | Atomi Financial Group Inc. | 42,457 | $239K | 0.1% | N/A | 0.153% | |
5/11/2023 | Commonwealth Equity Services LLC | 438,327 | $2.47M | 0.0% | -3.6% | 1.576% | |
5/1/2023 | Sheaff Brock Investment Advisors LLC | 16,256 | $92K | 0.0% | -50.0% | 0.058% | |
4/21/2023 | Kovack Advisors Inc. | 12,889 | $73K | 0.0% | N/A | 0.046% | |
2/13/2023 | Gamco Investors INC. ET AL | 47,348 | $253K | 0.0% | -96.1% | 0.187% | |
2/10/2023 | Blair William & Co. IL | 82,987 | $444K | 0.0% | -29.4% | 0.329% | |
2/7/2023 | Commonwealth Equity Services LLC | 454,815 | $2.43M | 0.0% | +2.3% | 1.801% | |
11/15/2022 | Commonwealth Equity Services LLC | 444,390 | $2.78M | 0.0% | +1.0% | 1.759% | |
11/7/2022 | Level Four Advisory Services LLC | 35,943 | $225K | 0.0% | +26.1% | 0.142% | |
11/3/2022 | Sheaff Brock Investment Advisors LLC | 27,162 | $170K | 0.0% | +8.5% | 0.108% | |
10/25/2022 | Raymond James & Associates | 10,223 | $64K | 0.0% | -43.3% | 0.040% | |
9/9/2022 | B. Riley Wealth Management Inc. | 14,141 | $102K | 0.0% | N/A | 0.056% | |
8/16/2022 | Chilton Capital Management LLC | 6,000 | $43K | 0.0% | N/A | 0.024% | |
8/8/2022 | Level Four Advisory Services LLC | 28,493 | $206K | 0.0% | +7.1% | 0.113% | |
8/3/2022 | Wealth Effects LLC | 16,700 | $121K | 0.1% | -13.0% | 0.066% | |
8/2/2022 | Sheaff Brock Investment Advisors LLC | 25,023 | $181K | 0.0% | +12.8% | 0.099% | |
7/19/2022 | Commonwealth Equity Services LLC | 439,978 | $3.18M | 0.0% | +0.5% | 1.742% | |
7/19/2022 | Claraphi Advisory Network LLC | 28,561 | $206K | 0.1% | +12.1% | 0.113% | |
5/10/2022 | Level Four Advisory Services LLC | 26,593 | $245K | 0.0% | +51.2% | 0.105% | |
5/9/2022 | Dixon Hubard Feinour & Brown Inc. VA | 11,250 | $104K | 0.0% | N/A | 0.045% | |
5/6/2022 | Sheaff Brock Investment Advisors LLC | 15,073 | $139K | 0.0% | +12.5% | 0.060% | |
5/4/2022 | Advisor Group Holdings Inc. | 71,016 | $654K | 0.0% | +5.0% | 0.281% | |
5/4/2022 | Prospera Financial Services Inc | 2,959 | $27K | 0.0% | N/A | 0.012% | |
5/4/2022 | Commonwealth Equity Services LLC | 437,699 | $4.03M | 0.0% | +12.8% | 1.733% | |
2/14/2022 | Blair William & Co. IL | 174,517 | $1.52M | 0.0% | -8.2% | 0.691% | |
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad) Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow. Click here for your free guide |
2/11/2022 | Gamco Investors INC. ET AL | 1,223,932 | $10.62M | 0.1% | +4.1% | 4.845% | |
2/11/2022 | Level Four Advisory Services LLC | 17,593 | $153K | 0.0% | N/A | 0.070% | |
2/10/2022 | Brasada Capital Management LP | 14,905 | $131K | 0.0% | +8.9% | 0.059% | |
2/9/2022 | Wolverine Asset Management LLC | 3,460 | $30K | 0.0% | N/A | 0.014% | |
2/9/2022 | Yakira Capital Management Inc. | 91,486 | $794K | 0.1% | -31.8% | 0.362% | |
2/9/2022 | Wealth Effects LLC | 19,203 | $167K | 0.1% | N/A | 0.076% | |
2/8/2022 | Raymond James & Associates | 18,392 | $160K | 0.0% | -17.5% | 0.073% | |
2/7/2022 | Claraphi Advisory Network LLC | 25,470 | $221K | 0.1% | +14.6% | 0.101% | |
2/3/2022 | Advisor Group Holdings Inc. | 67,616 | $587K | 0.0% | -3.2% | 0.268% | |
2/3/2022 | Sheaff Brock Investment Advisors LLC | 13,398 | $116K | 0.0% | N/A | 0.053% | |
1/31/2022 | Commonwealth Equity Services LLC | 388,014 | $3.37M | 0.0% | +1.8% | 1.536% | |
1/14/2022 | Spire Wealth Management | 4,716 | $41K | 0.0% | N/A | 0.019% | |
11/16/2021 | LPL Financial LLC | 234,951 | $2.15M | 0.0% | +27.8% | 0.930% | |
11/16/2021 | Clough Capital Partners L P | 30,483 | $278K | 0.0% | N/A | 0.121% | |
11/16/2021 | Claraphi Advisory Network LLC | 22,230 | $203K | 0.1% | +7.3% | 0.088% | |
11/12/2021 | GABELLI & Co INVESTMENT ADVISERS INC. | 439,377 | $4.01M | 0.5% | +36.3% | 1.739% | |
11/12/2021 | Gamco Investors INC. ET AL | 1,175,847 | $10.74M | 0.1% | +25.0% | 4.654% | |
11/12/2021 | Sit Investment Associates Inc. | 133,256 | $1.22M | 0.0% | +645.6% | 0.527% | |
11/5/2021 | Advisor Group Holdings Inc. | 69,816 | $637K | 0.0% | +9.3% | 0.276% | |
11/2/2021 | Raymond James & Associates | 22,303 | $204K | 0.0% | N/A | 0.088% | |
10/29/2021 | Commonwealth Equity Services LLC | 381,118 | $3.48M | 0.0% | +30.2% | 1.509% | |
10/12/2021 | Level Four Financial LLC | 10,693 | $98K | 0.0% | N/A | 0.042% | |
8/16/2021 | Morgan Stanley | 309,712 | $3.47M | 0.0% | +38.5% | 1.226% | |
8/13/2021 | Gamco Investors INC. ET AL | 940,879 | $10.53M | 0.1% | +4.3% | 3.724% | |
8/13/2021 | LPL Financial LLC | 183,850 | $2.06M | 0.0% | -4.9% | 0.728% | |
8/13/2021 | Sit Investment Associates Inc. | 17,872 | $200K | 0.0% | N/A | 0.071% | |
8/12/2021 | Blair William & Co. IL | 195,717 | $2.19M | 0.0% | +1.4% | 0.775% | |
8/11/2021 | Commonwealth Equity Services LLC | 292,712 | $3.28M | 0.0% | +2.5% | 1.159% | |
8/11/2021 | Baird Financial Group Inc. | 19,380 | $217K | 0.0% | +20.8% | 0.077% | |
8/6/2021 | HighTower Advisors LLC | 11,618 | $130K | 0.0% | N/A | 0.046% | |
8/4/2021 | Creative Planning | 10,932 | $122K | 0.0% | -63.7% | 0.043% | |
8/3/2021 | Oppenheimer & Co. Inc. | 13,338 | $150K | 0.0% | +13.6% | 0.053% | |
8/2/2021 | Advisor Group Holdings Inc. | 63,866 | $714K | 0.0% | -3.9% | 0.253% | |
5/18/2021 | Morgan Stanley | 223,635 | $2.14M | 0.0% | +336.5% | 0.885% | |
5/17/2021 | Royal Bank of Canada | 9,506 | $91K | 0.0% | -9.9% | 0.038% | |
5/14/2021 | MML Investors Services LLC | 12,930 | $124K | 0.0% | +13.5% | 0.051% | |
5/13/2021 | Guggenheim Capital LLC | 71,561 | $684K | 0.0% | +240.1% | 0.283% | |
5/13/2021 | Blair William & Co. IL | 193,050 | $1.85M | 0.0% | -4.5% | 0.764% | |
5/13/2021 | Baird Financial Group Inc. | 16,046 | $153K | 0.0% | N/A | 0.064% | |
5/12/2021 | UBS Group AG | 11,604 | $111K | 0.0% | -20.9% | 0.046% | |
5/10/2021 | Oppenheimer & Co. Inc. | 11,743 | $112K | 0.0% | N/A | 0.046% | |
5/7/2021 | Brasada Capital Management LP | 12,114 | $116K | 0.0% | N/A | 0.048% | |
5/4/2021 | Commonwealth Equity Services LLC | 285,523 | $2.73M | 0.0% | +5.2% | 1.130% | |
4/30/2021 | Claraphi Advisory Network LLC | 20,735 | $198K | 0.1% | +13.7% | 0.082% | |
4/26/2021 | Wedbush Securities Inc. | 14,652 | $140K | 0.0% | +14.1% | 0.058% | |
2/16/2021 | Guggenheim Capital LLC | 21,044 | $168K | 0.0% | N/A | 0.085% | |
2/12/2021 | LPL Financial LLC | 182,298 | $1.45M | 0.0% | +15.5% | 0.732% | |
2/10/2021 | Mid Atlantic Financial Management Inc. ADV | 54,600 | $435K | 0.0% | -23.4% | 0.219% | |
2/9/2021 | Wells Fargo & Company MN | 92,712 | $738K | 0.0% | -9.9% | 0.372% | |
2/9/2021 | Blair William & Co. IL | 202,250 | $1.61M | 0.0% | -2.7% | 0.812% | |
The Hard Truth About Investing For Retirement (Ad) Here’s the cold, hard truth about investing:
The more capital you have, the more risk averse you can afford to be.
But when you’re staring down the barrel of retirement and you’ve only got 5, 10, 50 or $100,000 saved, you’ve got to be more aggressive.
In an exclusive online training, the Market expert Steven Place is revealing a powerful “roadmap” that’s leading everyday investors to easy, triple-digit wins, even if they don’t have a lot of experience in trading. Click To Access This Powerful Training Right Now! |
2/9/2021 | Landscape Capital Management L.L.C. | 27,365 | $218K | 0.0% | N/A | 0.110% | |
2/5/2021 | Gamco Investors INC. ET AL | 902,097 | $7.18M | 0.1% | +6.0% | 3.623% | |
2/5/2021 | Claraphi Advisory Network LLC | 18,233 | $145K | 0.0% | +22.6% | 0.073% | |
2/1/2021 | Sheaff Brock Investment Advisors LLC | 14,503 | $115K | 0.0% | N/A | 0.058% | |
1/29/2021 | Creative Planning | 30,057 | $239K | 0.0% | +22.6% | 0.121% | |
1/26/2021 | Live Oak Private Wealth LLC | 134,937 | $1.07M | 0.3% | +5.1% | 0.542% | |
1/19/2021 | FNY Investment Advisers LLC | 4,169 | $33K | 0.0% | N/A | 0.017% | |
11/9/2020 | Live Oak Private Wealth LLC | 128,437 | $830K | 0.3% | +6.2% | 0.516% | |
11/9/2020 | LPL Financial LLC | 157,796 | $1.02M | 0.0% | +3.3% | 0.634% | |
11/6/2020 | Blair William & Co. IL | 207,900 | $1.34M | 0.0% | -6.7% | 0.835% | |