5/10/2024 | First Foundation Advisors | 53,424 | $704K | 0.0% | -24.5% | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 21,890 | $288K | 0.0% | -3.6% | 0.000% | |
5/7/2024 | Tectonic Advisors LLC | 28,858 | $380K | 0.0% | +3.0% | 0.000% | |
5/6/2024 | HBC Financial Services PLLC | 4,000 | $52K | 0.0% | N/A | 0.000% | |
5/4/2024 | Csenge Advisory Group | 20,720 | $273K | 0.0% | N/A | 0.000% | |
5/3/2024 | Whittier Trust Co. | 12,000 | $158K | 0.0% | N/A | 0.000% | |
|
5/1/2024 | Janney Montgomery Scott LLC | 15,077 | $199K | 0.0% | -11.9% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 55,052 | $725K | 0.0% | +16.6% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 189,279 | $2.49M | 0.7% | -0.8% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 40,737 | $537K | 0.0% | +2.3% | 0.000% | |
4/30/2024 | Perigon Wealth Management LLC | 10,595 | $140K | 0.0% | -65.1% | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 559,784 | $7.37M | 0.0% | -16.6% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 52,469 | $691K | 0.0% | +4.9% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 4,000 | $53K | 0.0% | +300.0% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 113,858 | $1.50M | 0.0% | +16.1% | 0.000% | |
4/24/2024 | Leavell Investment Management Inc. | 94,707 | $1.26M | 0.1% | +7.1% | 0.000% | |
4/24/2024 | SOL Capital Management CO | 1,003,865 | $13.22M | 1.7% | +15.7% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 235,545 | $3.10M | 0.0% | +2.4% | 0.000% | |
4/22/2024 | PFG Investments LLC | 217,109 | $2.86M | 0.2% | N/A | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 44,442 | $585K | 0.1% | +14.0% | 0.000% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 37,858 | $499K | 0.1% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,250 | $138K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 15,516 | $190K | 0.0% | -33.4% | 0.000% | |
2/15/2024 | Palogic Value Management L.P. | 69,352 | $849K | 0.4% | -5.3% | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 42,752 | $523K | 0.0% | +40.9% | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 447,509 | $5.48M | 0.9% | +66.4% | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 104,199 | $1.28M | 0.6% | +28.3% | 0.000% | |
2/12/2024 | Scotia Capital Inc. | 116,450 | $1.43M | 0.0% | -35.9% | 0.000% | |
2/12/2024 | Gridiron Partners LLC | 51,085 | $625K | 0.4% | N/A | 0.000% | |
2/9/2024 | Journey Strategic Wealth LLC | 16,000 | $196K | 0.0% | -55.9% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 45,790 | $560K | 0.0% | +91.1% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 1,759,635 | $21.54M | 0.0% | +6.2% | 0.000% | |
2/9/2024 | UBS Group AG | 1,907,751 | $23.35M | 0.0% | +13.9% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 316,056 | $3.88M | 1.6% | +174.5% | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 47,228 | $578K | 0.0% | -20.2% | 0.000% | |
2/6/2024 | National Bank of Canada FI | 19,850 | $246K | 0.0% | -9.9% | 0.000% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 135,845 | $1.66M | 0.1% | -7.1% | 0.000% | |
2/2/2024 | Truist Financial Corp | 29,405 | $360K | 0.0% | +17.7% | 0.000% | |
2/2/2024 | Bank of New Hampshire | 2,945 | $36K | 0.0% | -33.7% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 61,025 | $750K | 0.0% | -3.1% | 0.000% | |
What’s Really Next for America… (Ad) Millions of Unsuspecting Americans Could be Wiped Out…
Yet those who watch this bombshell exposé and prepare before it’s too late could have the chance to protect their financial future and grow their wealth significantly. Click here to stream this controversial exposé now. |
2/1/2024 | Element Wealth LLC | 262,647 | $3.22M | 2.0% | -1.0% | 0.000% | |
2/1/2024 | Stockman Wealth Management Inc. | 11,990 | $147K | 0.0% | -36.6% | 0.000% | |
1/30/2024 | CTC Alternative Strategies Ltd. | 12,056 | $148K | 0.3% | N/A | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 190,876 | $2.34M | 0.5% | +1.0% | 0.000% | |
1/29/2024 | Perigon Wealth Management LLC | 30,381 | $372K | 0.0% | -4.7% | 0.000% | |
1/26/2024 | WESPAC Advisors LLC | 14,419 | $176K | 0.1% | -5.4% | 0.000% | |
1/25/2024 | SOL Capital Management CO | 867,690 | $10.62M | 1.4% | -18.1% | 0.000% | |
1/25/2024 | International Assets Investment Management LLC | 30,600 | $375K | 0.0% | +1,124.0% | 0.000% | |
1/25/2024 | Americana Partners LLC | 98,534 | $1.20M | 0.1% | +0.9% | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 30,600 | $375K | 0.0% | +1,124.0% | 0.000% | |
1/23/2024 | Leavell Investment Management Inc. | 88,457 | $1.10M | 0.1% | -28.6% | 0.000% | |
1/23/2024 | DAVENPORT & Co LLC | 10,690 | $131K | 0.0% | N/A | 0.000% | |
1/18/2024 | Parisi Gray Wealth Management | 31,921 | $391K | 0.2% | +6.7% | 0.000% | |
1/17/2024 | Tectonic Advisors LLC | 28,017 | $343K | 0.0% | +3.2% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 229,974 | $2.82M | 0.0% | +42.1% | 0.000% | |
1/11/2024 | Single Point Partners LLC | 10,405 | $127K | 0.0% | -36.6% | 0.000% | |
1/5/2024 | Capital Investment Advisors LLC | 231,244 | $2.83M | 0.1% | +13.9% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 10,973 | $132K | 0.0% | N/A | 0.000% | |
11/13/2023 | Kestra Advisory Services LLC | 12,067 | $143K | 0.0% | -12.2% | 0.000% | |
8/15/2023 | Rivernorth Capital Management LLC | 1,963,372 | $25.64M | 1.3% | -26.0% | 0.000% | |
8/15/2023 | Journey Strategic Wealth LLC | 25,317 | $331K | 0.0% | +9.5% | 0.000% | |
8/14/2023 | Azimuth Capital Investment Management LLC | 25,000 | $326K | 0.0% | N/A | 0.000% | |
8/14/2023 | First Foundation Advisors | 27,055 | $353K | 0.0% | -56.4% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 343,366 | $4.48M | 0.0% | +19.2% | 0.000% | |
8/11/2023 | D.A. Davidson & CO. | 22,541 | $294K | 0.0% | +95.3% | 0.000% | |
8/11/2023 | Penserra Capital Management LLC | 895,855 | $11.70M | 0.2% | +6.6% | 0.000% | |
8/10/2023 | Osaic Holdings Inc. | 208,306 | $2.72M | 0.0% | +34.9% | 0.000% | |
8/10/2023 | Commonwealth Equity Services LLC | 486,280 | $6.35M | 0.0% | +1.1% | 0.000% | |
8/10/2023 | Private Advisor Group LLC | 57,750 | $755K | 0.0% | +40.0% | 0.000% | |
8/9/2023 | Kingswood Wealth Advisors LLC | 21,411 | $280K | 0.1% | N/A | 0.000% | |
8/8/2023 | Biechele Royce Advisors | 16,460 | $215K | 0.1% | N/A | 0.000% | |
8/7/2023 | Element Wealth LLC | 259,414 | $3.39M | 2.4% | +5.8% | 0.000% | |
8/7/2023 | Brown Brothers Harriman & Co. | 25,000 | $326K | 0.0% | N/A | 0.000% | |
8/7/2023 | Shaker Financial Services LLC | 84,046 | $1.11M | 0.5% | -0.9% | 0.000% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 146,245 | $1.91M | 0.1% | +17.7% | 0.000% | |
8/3/2023 | Atria Wealth Solutions Inc. | 67,205 | $886K | 0.0% | -7.2% | 0.000% | |
8/3/2023 | PFG Investments LLC | 59,739 | $780K | 0.1% | +6.1% | 0.000% | |
8/3/2023 | Samalin Investment Counsel LLC | 28,174 | $368K | 0.2% | +43.5% | 0.000% | |
8/3/2023 | Scotia Capital Inc. | 274,938 | $3.59M | 0.0% | -7.6% | 0.000% | |
8/2/2023 | Stockman Wealth Management Inc. | 26,614 | $348K | 0.1% | -56.2% | 0.000% | |
8/2/2023 | Perigon Wealth Management LLC | 28,479 | $372K | 0.0% | +5.2% | 0.000% | |
8/1/2023 | Truist Financial Corp | 90,483 | $1.18M | 0.0% | +754.1% | 0.000% | |
7/31/2023 | LPL Financial LLC | 102,551 | $1.34M | 0.0% | +34.9% | 0.000% | |
7/31/2023 | Americana Partners LLC | 53,043 | $693K | 0.1% | +108.3% | 0.000% | |
7/28/2023 | WESPAC Advisors LLC | 58,149 | $759K | 0.6% | +21.1% | 0.000% | |
7/27/2023 | J.W. Cole Advisors Inc. | 45,437 | $593K | 0.0% | +3.0% | 0.000% | |
7/27/2023 | ACT Advisors LLC. | 27,458 | $359K | 0.2% | +3.0% | 0.000% | |
7/26/2023 | Janney Montgomery Scott LLC | 47,042 | $614K | 0.0% | -18.7% | 0.000% | |
7/26/2023 | Riverbridge Partners LLC | 54,557 | $713K | 0.0% | -7.1% | 0.000% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 125,358 | $1.64M | 0.0% | +29.4% | 0.000% | |
How to Make 100X on the AI Boom (Ad) For over four decades, Louis Navellier has found the very best tech stocks...
Before the rest of the market. Click for his six specific AI stock in the crosshairs |
7/25/2023 | Raymond James & Associates | 26,179 | $342K | 0.0% | +38.4% | 0.000% | |
7/20/2023 | Cornerstone Advisory LLC | 82,849 | $1.08M | 0.2% | N/A | 0.000% | |
7/14/2023 | Parisi Gray Wealth Management | 30,149 | $374K | 0.2% | +197.1% | 0.000% | |
7/14/2023 | Tectonic Advisors LLC | 26,603 | $347K | 0.0% | +33.0% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 61,843 | $808K | 0.0% | +4.3% | 0.000% | |
7/11/2023 | Capital Investment Advisors LLC | 144,332 | $1.89M | 0.1% | +50.5% | 0.000% | |
5/16/2023 | Family Management Corp | 106,529 | $1.32M | 0.3% | -26.4% | 0.000% | |
5/12/2023 | Journey Strategic Wealth LLC | 23,120 | $287K | 0.0% | +22.3% | 0.000% | |
5/12/2023 | Palogic Value Management L.P. | 81,018 | $1.01M | 0.5% | +6.2% | 0.000% | |
5/11/2023 | Consolidated Portfolio Review Corp | 188,834 | $2.34M | 0.6% | N/A | 0.000% | |