4/27/2024 | Riverwater Partners LLC | 824 | $316K | 0.2% | +26.4% | 0.000% | |
4/27/2024 | Weatherly Asset Management L. P. | 39,748 | $15.25M | 1.5% | -1.7% | 0.004% | |
4/27/2024 | Vigilare Wealth Management | 3,931 | $1.51M | 0.7% | -14.6% | 0.000% | |
4/27/2024 | Phoenix Wealth Advisors | 9,238 | $3.54M | 2.2% | -5.5% | 0.001% | |
4/27/2024 | Hourglass Capital LLC | 15,130 | $5.80M | 1.7% | -0.3% | 0.002% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 12,323 | $4.73M | 1.2% | +1.6% | 0.001% | |
|
4/27/2024 | Conning Inc. | 105,782 | $40.50M | 1.3% | -3.1% | 0.011% | |
4/27/2024 | Finer Wealth Management Inc. | 1,620 | $621K | 0.4% | +2.1% | 0.000% | |
4/27/2024 | Signature Wealth Management Partners LLC | 768 | $295K | 0.2% | -19.7% | 0.000% | |
4/27/2024 | K.J. Harrison & Partners Inc | 5,210 | $2.00M | 0.3% | +202.6% | 0.001% | |
4/27/2024 | Capital Performance Advisors LLP | 585 | $224K | 0.1% | N/A | 0.000% | |
4/27/2024 | Austin Asset Management Co Inc | 1,476 | $566K | 0.1% | -6.2% | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 147,455 | $56.56M | 0.9% | -1.7% | 0.015% | |
4/26/2024 | Trueblood Wealth Management LLC | 5,559 | $2.13M | 1.2% | +1.3% | 0.001% | |
4/26/2024 | Sterling Investment Counsel LLC | 4,028 | $1.55M | 0.7% | +7.6% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 58,621 | $22.49M | 0.7% | -7.4% | 0.006% | |
4/26/2024 | Aspen Investment Management Inc | 6,264 | $2.40M | 1.2% | -2.1% | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 4,500 | $1.73M | 0.1% | +1.3% | 0.000% | |
4/26/2024 | Acorn Wealth Advisors LLC | 3,952 | $1.52M | 0.8% | +4.4% | 0.000% | |
4/26/2024 | UMB Bank n.a. | 165,136 | $63.35M | 1.0% | -1.3% | 0.017% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 6,524 | $2.50M | 1.1% | -3.7% | 0.001% | |
4/26/2024 | Narwhal Capital Management | 55,464 | $21.28M | 2.1% | -1.5% | 0.006% | |
4/26/2024 | MBA Advisors LLC | 2,392 | $918K | 0.5% | +5.4% | 0.000% | |
4/26/2024 | Rocky Mountain Advisers LLC | 581 | $223K | 0.1% | +23.6% | 0.000% | |
4/26/2024 | Highview Capital Management LLC DE | 2,062 | $791K | 0.4% | N/A | 0.000% | |
4/26/2024 | Prestige Wealth Management Group LLC | 6,907 | $2.65M | 0.6% | +1.3% | 0.001% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 15,098 | $5.79M | 4.4% | -92.3% | 0.002% | |
4/26/2024 | Northwest Bancshares Inc. | 24,144 | $9.26M | 1.5% | -0.9% | 0.002% | |
4/26/2024 | JNBA Financial Advisors | 2,036 | $781K | 0.1% | -2.4% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 140,093 | $53.74M | 0.6% | -1.7% | 0.014% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 18,881 | $7.24M | 1.4% | -1.1% | 0.002% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 1,396 | $536K | 0.2% | -41.1% | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 38,902 | $14.92M | 1.3% | +0.8% | 0.004% | |
4/26/2024 | SlateStone Wealth LLC | 32,895 | $12.62M | 1.3% | +50.2% | 0.003% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 87,890 | $33.72M | 1.5% | +5.2% | 0.009% | |
4/26/2024 | Opus Capital Group LLC | 1,984 | $761K | 0.1% | -10.7% | 0.000% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 1,430 | $549K | 0.0% | -3.4% | 0.000% | |
4/26/2024 | First National Trust Co | 61,299 | $23.51M | 1.0% | +11.0% | 0.006% | |
4/26/2024 | Guild Investment Management Inc. | 1,067 | $409K | 0.5% | +5.6% | 0.000% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 28,285 | $10.85M | 0.7% | +2.0% | 0.003% | |
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4/26/2024 | Bond & Devick Financial Network Inc. | 884 | $339K | 0.2% | -14.5% | 0.000% | |
4/26/2024 | Guardian Investment Management | 2,515 | $965K | 0.7% | +2.0% | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 4,346 | $1.67M | 0.2% | +17.5% | 0.000% | |
4/26/2024 | Legacy Bridge LLC | 5,324 | $2.04M | 1.2% | +2.9% | 0.001% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 27,093 | $10.39M | 1.3% | +1.7% | 0.003% | |
4/26/2024 | Sumitomo Life Insurance Co. | 18,547 | $7.12M | 0.2% | -5.7% | 0.002% | |
4/26/2024 | Pioneer Trust Bank N A OR | 522 | $200K | 0.1% | N/A | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 49,335 | $18.93M | 0.4% | N/A | 0.005% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 3,296 | $1.26M | 1.0% | +1.0% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 3,349 | $1.28M | 0.2% | +4.6% | 0.000% | |
4/26/2024 | LifePro Asset Management | 852 | $327K | 0.2% | N/A | 0.000% | |
4/26/2024 | TI Trust Inc. | 711 | $273K | 0.2% | N/A | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 3,252 | $1.25M | 0.1% | -4.2% | 0.000% | |
4/26/2024 | KG&L Capital Management LLC | 4,072 | $1.56M | 0.6% | -33.9% | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 18,658 | $7.16M | 0.7% | -0.5% | 0.002% | |
4/26/2024 | Petredis Investment Advisors LLC | 27,680 | $10.62M | 1.3% | +1.9% | 0.003% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 787 | $302K | 0.3% | -20.0% | 0.000% | |
4/26/2024 | Davies Financial Advisors Inc. | 2,414 | $926K | 0.9% | N/A | 0.000% | |
4/26/2024 | Emerald Advisors LLC | 3,254 | $1.25M | 0.2% | +1.3% | 0.000% | |
4/26/2024 | Financial Insights Inc. | 3,393 | $1.30M | 0.4% | -27.7% | 0.000% | |
4/26/2024 | Caliber Wealth Management LLC | 7,781 | $2.99M | 1.6% | +2.1% | 0.001% | |
4/26/2024 | Checchi Capital Advisers LLC | 11,262 | $4.32M | 0.3% | -0.6% | 0.001% | |
4/26/2024 | Focused Investors Fund L P | 234,850 | $90.09M | 2.8% | N/A | 0.024% | |
4/26/2024 | Tritonpoint Wealth LLC | 23,952 | $9.19M | 0.9% | -6.2% | 0.002% | |
4/26/2024 | Meridian Wealth Management LLC | 32,196 | $12.35M | 2.1% | +0.3% | 0.003% | |
4/26/2024 | Bogart Wealth LLC | 25,788 | $9.89M | 0.5% | +4.0% | 0.003% | |
4/25/2024 | Allworth Financial LP | 43,628 | $16.74M | 0.1% | +4.4% | 0.004% | |
4/25/2024 | Alta Capital Management LLC | 135,182 | $51.86M | 3.2% | -1.3% | 0.014% | |
4/25/2024 | Jacobsen Capital Management | 2,484 | $953K | 0.4% | +1.9% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 10,364 | $3.98M | 0.4% | +10.7% | 0.001% | |
4/25/2024 | New York State Teachers Retirement System | 974,166 | $373.69M | 0.8% | -4.7% | 0.098% | |
4/25/2024 | Cardinal Strategic Wealth Guidance | 3,533 | $1.36M | 0.5% | -1.3% | 0.000% | |
4/25/2024 | Horrell Capital Management Inc. | 29,371 | $11.27M | 3.1% | +0.5% | 0.003% | |
4/25/2024 | WCM Investment Management LLC | 596 | $229K | 0.0% | N/A | 0.000% | |
4/25/2024 | One Day In July LLC | 1,260 | $483K | 0.1% | +25.1% | 0.000% | |
4/25/2024 | W Advisors LLC | 1,997 | $766K | 0.5% | -4.4% | 0.000% | |
4/25/2024 | Lodestar Private Asset Management LLC | 4,415 | $1.69M | 0.2% | -2.6% | 0.000% | |
4/25/2024 | Mendota Financial Group LLC | 706 | $271K | 0.2% | -18.6% | 0.000% | |
4/25/2024 | TRUE Private Wealth Advisors | 2,312 | $887K | 0.1% | -3.4% | 0.000% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 64,050 | $24.57M | 2.0% | -0.3% | 0.006% | |
4/25/2024 | Bank of New York Mellon Corp | 8,857,293 | $3.40B | 0.7% | -3.6% | 0.894% | |
4/25/2024 | Strategy Asset Managers LLC | 15,984 | $6.13M | 1.3% | +0.8% | 0.002% | |
4/25/2024 | Carmel Capital Partners LLC | 88,725 | $34.04M | 14.1% | +0.1% | 0.009% | |
4/25/2024 | Borer Denton & Associates Inc. | 35,907 | $13.77M | 4.9% | +0.6% | 0.004% | |
4/25/2024 | Kinneret Advisory LLC | 38,098 | $14.61M | 1.5% | -0.3% | 0.004% | |
4/25/2024 | Bridges Investment Management Inc. | 74,094 | $28.42M | 0.9% | -34.4% | 0.007% | |
4/25/2024 | Osborne Partners Capital Management LLC | 21,794 | $8.36M | 0.5% | -2.2% | 0.002% | |
4/25/2024 | TNF LLC | 2,690 | $1.03M | 0.4% | -2.7% | 0.000% | |
4/25/2024 | Equitable Trust Co. | 28,044 | $10.76M | 0.7% | +15.2% | 0.003% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 203,781 | $78.17M | 4.7% | +3.6% | 0.021% | |
They say it’s ‘unstoppable’ – How I made 43,509% (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. |
4/25/2024 | Advocate Group LLC | 19,088 | $7.32M | 1.5% | +4.2% | 0.002% | |
4/25/2024 | HTLF Bank | 12,750 | $4.89M | 0.6% | -2.5% | 0.001% | |
4/25/2024 | Capital Investment Advisory Services LLC | 11,688 | $4.48M | 0.5% | -13.5% | 0.001% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 474,151 | $181.88M | 0.6% | +18.9% | 0.048% | |
4/25/2024 | L.M. Kohn & Company | 11,293 | $4.33M | 1.2% | +3.5% | 0.001% | |
4/25/2024 | Benedict Financial Advisors Inc. | 5,930 | $2.28M | 0.6% | -0.8% | 0.001% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 252,109 | $96.71M | 1.1% | +3.9% | 0.025% | |
4/25/2024 | Investment Advisory Services Inc. TX ADV | 13,440 | $5.16M | 1.9% | -0.7% | 0.001% | |
4/25/2024 | Aaron Wealth Advisors LLC | 6,850 | $2.63M | 0.4% | +17.3% | 0.001% | |
4/25/2024 | Eudaimonia Partners LLC | 3,371 | $1.29M | 0.3% | -6.7% | 0.000% | |