5/17/2024 | Comerica Bank | 62,377 | $2.14M | 0.0% | -4.9% | 0.059% | |
5/17/2024 | SkyView Investment Advisors LLC | 862,971 | $29.59M | 5.5% | +14.8% | 0.816% | |
5/16/2024 | Jane Street Group LLC | 458,656 | $15.73M | 0.0% | -17.8% | 0.434% | |
5/16/2024 | Sugar Maple Asset Management LLC | 52,310 | $1.79M | 1.7% | N/A | 0.049% | |
5/16/2024 | Vawter Financial Ltd. | 37,818 | $1.30M | 0.9% | N/A | 0.036% | |
5/16/2024 | WMS Partners LLC | 2,773,653 | $95.11M | 6.5% | +3.8% | 2.624% | |
|
5/13/2024 | O Shaughnessy Asset Management LLC | 2,392 | $82K | 0.0% | -73.3% | 0.002% | |
5/10/2024 | First Foundation Advisors | 1,091,924 | $37.44M | 1.5% | +13.7% | 1.033% | |
5/10/2024 | Kelman Lazarov Inc. | 944,790 | $32.40M | 6.3% | +2.7% | 0.894% | |
5/10/2024 | Horizon Family Wealth Inc. | 363,586 | $12.47M | 9.6% | +6.1% | 0.344% | |
5/9/2024 | Orion Portfolio Solutions LLC | 128,569 | $4.41M | 0.0% | -2.2% | 0.122% | |
5/9/2024 | Clearwater Capital Advisors LLC | 73,623 | $2.53M | 0.3% | -0.4% | 0.070% | |
5/9/2024 | Ledyard National Bank | 479,085 | $16.43M | 1.6% | +4.1% | 0.453% | |
5/9/2024 | SageView Advisory Group LLC | 20,709 | $649K | 0.0% | -80.7% | 0.020% | |
5/9/2024 | Camelot Portfolios LLC | 10,977 | $376K | 0.4% | -15.0% | 0.010% | |
5/8/2024 | Cozad Asset Management Inc. | 95,050 | $3.26M | 0.3% | -5.5% | 0.090% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 738,400 | $25.32M | 0.1% | +24.2% | 0.699% | |
5/6/2024 | CFO4Life Group LLC | 118,108 | $4.05M | 0.7% | +4.1% | 0.112% | |
5/3/2024 | Avidian Wealth Solutions LLC | 57,439 | $1.97M | 0.1% | -46.6% | 0.054% | |
5/3/2024 | Callan Capital LLC | 812,043 | $27.85M | 2.5% | -3.1% | 0.768% | |
5/2/2024 | Haverford Trust Co | 131,215 | $4.50M | 0.0% | +9.1% | 0.124% | |
5/2/2024 | Goelzer Investment Management Inc. | 12,689 | $435K | 0.0% | +35.4% | 0.012% | |
5/1/2024 | Resonant Capital Advisors LLC | 6,074 | $208K | 0.0% | N/A | 0.006% | |
5/1/2024 | Janney Montgomery Scott LLC | 57,240 | $1.96M | 0.0% | +3.2% | 0.054% | |
5/1/2024 | Worth Financial Advisory Group LLC | 16,924 | $580K | 0.4% | -3.1% | 0.016% | |
4/30/2024 | Private Advisor Group LLC | 74,961 | $2.57M | 0.0% | +35.8% | 0.071% | |
4/30/2024 | Perigon Wealth Management LLC | 18,122 | $621K | 0.0% | +24.7% | 0.017% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,749,971 | $60.01M | 0.1% | -2.9% | 1.656% | |
4/29/2024 | Brio Consultants LLC | 722,757 | $24.78M | 4.2% | +0.8% | 0.684% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 146,836 | $5.04M | 1.3% | +5.7% | 0.139% | |
4/27/2024 | White Pine Investment CO | 398,755 | $13.67M | 4.0% | +0.2% | 0.377% | |
4/26/2024 | Emerald Advisors LLC | 24,760 | $849K | 0.2% | +2.7% | 0.023% | |
4/25/2024 | IAG Wealth Partners LLC | 561,453 | $19.25M | 4.1% | -6.3% | 0.531% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 325,528 | $11.16M | 0.0% | -11.3% | 0.308% | |
4/24/2024 | 1900 Wealth Management LLC | 478,488 | $16.41M | 1.5% | -61.7% | 0.453% | |
4/24/2024 | Round Rock Advisors LLC | 19,373 | $664K | 0.2% | -3.8% | 0.018% | |
4/24/2024 | Archford Capital Strategies LLC | 151,727 | $5.20M | 0.9% | +49.0% | 0.144% | |
4/23/2024 | Global Retirement Partners LLC | 21,486 | $737K | 0.0% | +4.9% | 0.020% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 417,510 | $14.32M | 0.0% | -1.6% | 0.395% | |
4/22/2024 | PFG Investments LLC | 18,878 | $647K | 0.0% | +2.0% | 0.018% | |
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4/22/2024 | Parsons Capital Management Inc. RI | 25,746 | $883K | 0.1% | -1.4% | 0.024% | |
4/22/2024 | Drive Wealth Management LLC | 69,215 | $2.37M | 0.7% | +19.8% | 0.065% | |
4/22/2024 | Raymond James & Associates | 401,814 | $13.78M | 0.0% | -3.1% | 0.380% | |
4/22/2024 | Edge Financial Advisors LLC | 88,916 | $3.03M | 2.7% | N/A | 0.084% | |
4/18/2024 | Capital Advisors Ltd. LLC | 73,052 | $2.51M | 0.3% | -3.9% | 0.069% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 2,217 | $76K | 0.0% | N/A | 0.002% | |
4/18/2024 | Morris Financial Concepts Inc. | 4,778 | $164K | 0.1% | +13.1% | 0.005% | |
4/17/2024 | Winthrop Advisory Group LLC | 126,156 | $4.33M | 0.6% | +1.7% | 0.119% | |
4/17/2024 | Baker Ellis Asset Management LLC | 318,481 | $10.92M | 1.6% | +2.3% | 0.301% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 430,843 | $14.77M | 0.8% | +9.8% | 0.408% | |
4/16/2024 | Financial Management Professionals Inc. | 999,184 | $34.26M | 5.0% | +4.9% | 0.945% | |
4/16/2024 | Kathmere Capital Management LLC | 62,622 | $2.15M | 0.2% | -2.6% | 0.059% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 236,202 | $8.10M | 0.0% | -12.3% | 0.231% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 174,748 | $5.99M | 0.2% | +2.2% | 0.171% | |
4/15/2024 | Brookstone Capital Management | 6,705 | $230K | 0.0% | N/A | 0.007% | |
4/13/2024 | Retirement Planning Group LLC | 211,843 | $7.26M | 0.6% | -0.4% | 0.207% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 100,823 | $3.46M | 0.1% | +2.9% | 0.099% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 5,929 | $203K | 0.0% | N/A | 0.006% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,417 | $49K | 0.0% | +665.9% | 0.001% | |
4/11/2024 | RFG Advisory LLC | 7,098 | $243K | 0.0% | N/A | 0.007% | |
4/10/2024 | LexAurum Advisors LLC | 320,352 | $10.99M | 2.8% | +2.4% | 0.314% | |
4/10/2024 | Atwood & Palmer Inc. | 386,196 | $13.24M | 1.0% | -1.8% | 0.378% | |
4/10/2024 | American National Bank | 441,519 | $15.14M | 2.0% | +2.6% | 0.432% | |
4/9/2024 | Richard P Slaughter Associates Inc | 32,244 | $1.11M | 0.3% | -20.5% | 0.032% | |
4/9/2024 | Destiny Wealth Partners LLC | 16,978 | $582K | 0.1% | +54.9% | 0.017% | |
4/5/2024 | Insight Wealth Strategies LLC | 709,845 | $24.34M | 3.6% | +0.4% | 0.695% | |
4/1/2024 | Appleton Partners Inc. MA | 438,032 | $15.02M | 1.2% | +0.7% | 0.429% | |
3/6/2024 | SageView Advisory Group LLC | 107,573 | $3.52M | 0.1% | -20.8% | 0.105% | |
3/1/2024 | Goldman Sachs Group Inc. | 5,502,932 | $180.17M | 0.0% | -5.3% | 5.390% | |
2/16/2024 | SageView Advisory Group LLC | 107,573 | $3.52M | 0.1% | -20.8% | 0.105% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 368,341 | $12.03M | 7.4% | -1.1% | 0.361% | |
2/15/2024 | OLD Mission Capital LLC | 264,336 | $8.63M | 0.2% | +125.9% | 0.259% | |
2/14/2024 | Regal Investment Advisors LLC | 114,857 | $3.75M | 0.3% | +1.1% | 0.112% | |
2/14/2024 | Security National Bank | 1,264 | $41K | 0.0% | N/A | 0.001% | |
2/13/2024 | Envestnet Asset Management Inc. | 2,654,425 | $86.69M | 0.0% | -2.1% | 2.600% | |
2/13/2024 | Stephens Inc. AR | 35,940 | $1.17M | 0.0% | +2.2% | 0.035% | |
2/13/2024 | Cetera Advisor Networks LLC | 366,784 | $11.98M | 0.1% | -0.9% | 0.359% | |
2/13/2024 | Goldman Sachs Group Inc. | 5,502,932 | $180.17M | 0.0% | -5.3% | 5.390% | |
2/13/2024 | Prudent Man Advisors LLC | 6,831 | $223K | 0.1% | -42.1% | 0.007% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 990 | $32K | 0.0% | N/A | 0.001% | |
2/12/2024 | Legacy Advisors LLC | 24,337 | $798K | 0.1% | +1.4% | 0.024% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 15,924 | $520K | 0.0% | +17.6% | 0.016% | |
2/12/2024 | Hilltop Holdings Inc. | 7,454 | $243K | 0.0% | N/A | 0.007% | |
2/9/2024 | Orion Portfolio Solutions LLC | 131,520 | $4.29M | 0.0% | -6.0% | 0.129% | |
2/9/2024 | SageView Advisory Group LLC | 107,573 | $3.52M | 0.1% | -20.8% | 0.105% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 367,149 | $11.99M | 0.1% | +2.5% | 0.360% | |
2/9/2024 | EverSource Wealth Advisors LLC | 251,699 | $8.22M | 0.8% | +0.6% | 0.247% | |
2/9/2024 | Corient Private Wealth LLC | 2,544,043 | $83.09M | 0.2% | +9.2% | 2.492% | |
2/9/2024 | Wells Fargo & Company MN | 19,383,222 | $633.06M | 0.2% | +0.0% | 18.985% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 260,203 | $8.50M | 0.5% | +1.0% | 0.255% | |
He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (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 |
2/9/2024 | UBS Group AG | 990,440 | $32.35M | 0.0% | +2.8% | 0.970% | |
2/8/2024 | SigFig Wealth Management LLC | 4,119,057 | $134.53M | 5.1% | +0.9% | 4.034% | |
2/8/2024 | American National Bank | 430,448 | $14.06M | 2.2% | +14.7% | 0.422% | |
2/8/2024 | Haverford Trust Co | 120,253 | $3.93M | 0.0% | +2.5% | 0.118% | |
2/8/2024 | FCA Corp TX | 213,426 | $6.97M | 2.4% | -13.4% | 0.209% | |
2/8/2024 | Strategic Financial Services Inc | 990,545 | $32.35M | 2.3% | -4.5% | 0.970% | |
2/8/2024 | Janney Montgomery Scott LLC | 55,486 | $1.81M | 0.0% | +1.5% | 0.054% | |
2/8/2024 | Horizon Family Wealth Inc. | 342,708 | $11.19M | 9.4% | +4.6% | 0.336% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 594,661 | $19.42M | 0.1% | -0.8% | 0.582% | |
2/7/2024 | Principal Securities Inc. | 782,237 | $25.55M | 1.0% | N/A | 0.766% | |