| 5/17/2024 | XML Financial LLC | 154,073 | $5.52M | 0.6% | +1.1% | 0.027% | |
| 5/17/2024 | Lumbard & Kellner LLC | 22,978 | $824K | 0.4% | -51.1% | 0.004% | |
| 5/17/2024 | Pineridge Advisors LLC | 9,495 | $340K | 0.1% | -7.3% | 0.002% | |
| 5/17/2024 | Comerica Bank | 139,890 | $5.01M | 0.0% | +2.9% | 0.025% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 17,745 | $636K | 0.1% | N/A | 0.003% | |
| 5/16/2024 | Jane Street Group LLC | 1,581,992 | $56.70M | 0.0% | -34.0% | 0.282% | |
|
| 5/16/2024 | Redwood Investment Management LLC | 20,136 | $722K | 0.1% | -17.0% | 0.004% | |
| 5/16/2024 | Waverly Advisors LLC | 370,607 | $13.28M | 0.3% | N/A | 0.066% | |
| 5/15/2024 | Ascent Group LLC | 77,120 | $2.76M | 0.2% | -10.6% | 0.014% | |
| 5/15/2024 | Linscomb Wealth Inc. | 7,127 | $255K | 0.0% | +7.8% | 0.001% | |
| 5/14/2024 | JT Stratford LLC | 628,466 | $22.52M | 4.5% | +5.5% | 0.112% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 1,294,237 | $46.39M | 1.3% | +3.5% | 0.230% | |
| 5/14/2024 | EP Wealth Advisors LLC | 47,011 | $1.69M | 0.0% | -6.5% | 0.008% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 18,957 | $679K | 0.3% | -51.0% | 0.003% | |
| 5/14/2024 | CreativeOne Wealth LLC | 79,423 | $2.85M | 0.1% | +23.2% | 0.014% | |
| 5/14/2024 | Delap Wealth Advisory LLC | 91,721 | $3.29M | 1.3% | -50.0% | 0.016% | |
| 5/14/2024 | Sentinel Pension Advisors Inc. | 168,757 | $6.05M | 1.3% | -1.1% | 0.030% | |
| 5/14/2024 | Northwest Wealth Management LLC | 97,048 | $3.48M | 1.0% | -10.2% | 0.017% | |
| 5/14/2024 | Crewe Advisors LLC | 1,135 | $41K | 0.0% | +37,733.3% | 0.000% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 500,152 | $17.93M | 0.8% | +3.6% | 0.089% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 6,700 | $240K | 0.0% | +17.5% | 0.001% | |
| 5/13/2024 | PAX Financial Group LLC | 143,157 | $5.13M | 1.0% | -7.0% | 0.025% | |
| 5/13/2024 | Signature Estate & Investment Advisors LLC | 5,947,385 | $213.15M | 6.0% | -4.6% | 1.059% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 14,971 | $537K | 0.3% | -16.3% | 0.003% | |
| 5/10/2024 | Osaic Holdings Inc. | 4,402,646 | $157.80M | 0.4% | -0.4% | 0.784% | |
| 5/10/2024 | Blue Barn Wealth LLC | 73,377 | $2.63M | 1.5% | -2.1% | 0.013% | |
| 5/10/2024 | Rodgers & Associates LTD | 310,547 | $11.13M | 1.4% | +1.9% | 0.055% | |
| 5/10/2024 | TIAA Trust National Association | 12,479,734 | $447.27M | 1.4% | -0.9% | 2.221% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 91,708 | $3.28M | 0.3% | -7.4% | 0.016% | |
| 5/10/2024 | Towercrest Capital Management | 199,589 | $7.15M | 1.2% | -2.2% | 0.036% | |
| 5/10/2024 | Prevail Innovative Wealth Advisors LLC | 11,501 | $412K | 0.2% | +50.1% | 0.002% | |
| 5/10/2024 | GM Advisory Group LLC | 421,957 | $15.12M | 1.1% | -1.7% | 0.075% | |
| 5/10/2024 | Nwam LLC | 30,083 | $1.08M | 0.1% | -5.9% | 0.005% | |
| 5/10/2024 | Reston Wealth Management LLC | 719,385 | $25.78M | 10.5% | -0.8% | 0.128% | |
| 5/9/2024 | ProVise Management Group LLC | 630,244 | $22.59M | 2.0% | +4.7% | 0.112% | |
| 5/9/2024 | Blair William & Co. IL | 43,691 | $1.57M | 0.0% | +3.4% | 0.008% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 312,510 | $11.20M | 0.1% | -21.5% | 0.056% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 313,532 | $11.24M | 0.3% | +2.8% | 0.056% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 1,102,405 | $39.51M | 4.2% | -0.1% | 0.196% | |
| 5/9/2024 | JDM Financial Group LLC | 284,693 | $10.20M | 7.4% | +11.7% | 0.051% | |
get a piece of the profit from this land (Ad) This isn’t the prettiest land on earth.
But it might be the most valuable.
And you don’t have to own, lease, or rent any land. Click here to see my #1 investment for 2024. |
| 5/9/2024 | MB Generational Wealth LLC | 9,132 | $334K | 0.3% | -27.5% | 0.002% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 6,369 | $228K | 0.0% | -5.1% | 0.001% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 122,329 | $4.38M | 0.4% | N/A | 0.022% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 1,277,260 | $45.78M | 10.6% | +8.9% | 0.227% | |
| 5/8/2024 | Paladin Advisory Group LLC | 55,871 | $1.99M | 1.6% | -3.4% | 0.010% | |
| 5/8/2024 | Great Diamond Partners LLC | 20,724 | $743K | 0.2% | +4.7% | 0.004% | |
| 5/8/2024 | US Bancorp DE | 848,127 | $30.40M | 0.0% | +1.8% | 0.151% | |
| 5/8/2024 | Astoria Strategic Wealth Inc. | 16,360 | $586K | 0.2% | +3.5% | 0.003% | |
| 5/8/2024 | Watershed Private Wealth LLC | 66,906 | $2.40M | 1.1% | +20.4% | 0.012% | |
| 5/8/2024 | Seven Springs Wealth Group LLC | 230,918 | $8.28M | 3.2% | -1.0% | 0.041% | |
| 5/7/2024 | Anson Capital Inc. | 214,843 | $7.70M | 11.1% | +11.6% | 0.038% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 727,743 | $26.08M | 2.7% | +1.1% | 0.130% | |
| 5/7/2024 | Meeder Asset Management Inc. | 85,788 | $3.08M | 0.2% | -0.5% | 0.015% | |
| 5/7/2024 | WNY Asset Management LLC | 8,819 | $316K | 0.0% | -5.6% | 0.002% | |
| 5/7/2024 | Sei Investments Co. | 1,510,000 | $54.12M | 0.1% | -4.2% | 0.269% | |
| 5/7/2024 | Atomi Financial Group Inc. | 46,484 | $1.67M | 0.2% | +7.5% | 0.008% | |
| 5/7/2024 | Pecaut & CO. | 147,802 | $5.30M | 2.0% | +8.9% | 0.026% | |
| 5/7/2024 | Facet Wealth Inc. | 813,420 | $29.04M | 1.0% | -2.8% | 0.145% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 5,909 | $212K | 0.1% | -46.5% | 0.001% | |
| 5/7/2024 | PFG Advisors | 18,500 | $663K | 0.0% | +65.7% | 0.003% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 10,896 | $391K | 0.0% | -12.9% | 0.002% | |
| 5/7/2024 | Insight Advisors LLC PA | 127,229 | $4.56M | 0.9% | +111.3% | 0.023% | |
| 5/7/2024 | Howard Wealth Management LLC | 27,280 | $978K | 0.8% | -1.5% | 0.005% | |
| 5/7/2024 | Empowered Funds LLC | 470,837 | $16.88M | 0.3% | +192.4% | 0.084% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,664,170 | $59.64M | 0.2% | +13.0% | 0.296% | |
| 5/6/2024 | OLD Second National Bank of Aurora | 8,953 | $321K | 0.1% | -18.0% | 0.002% | |
| 5/6/2024 | MGB Wealth Management LLC | 30,902 | $1.11M | 0.5% | +5.2% | 0.006% | |
| 5/6/2024 | Sensible Financial Planning & Management LLC. | 197,680 | $7.09M | 1.6% | -0.5% | 0.035% | |
| 5/6/2024 | Advisory Alpha LLC | 3,817,466 | $136.82M | 5.6% | +27.2% | 0.680% | |
| 5/4/2024 | Financial Connections Group Inc. | 57,635 | $2.07M | 2.3% | -1.8% | 0.010% | |
| 5/4/2024 | SPC Financial Inc. | 264,770 | $9.49M | 0.9% | +5.2% | 0.047% | |
| 5/4/2024 | McClarren Financial Advisors Inc. | 1,076 | $39K | 0.0% | -94.7% | 0.000% | |
| 5/4/2024 | Keener Financial Planning LLC | 109,135 | $3.91M | 2.7% | -1.3% | 0.019% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 504,283 | $18.07M | 0.8% | +4.2% | 0.090% | |
| 5/4/2024 | Glassman Wealth Services | 12,684 | $455K | 0.1% | +9.1% | 0.002% | |
| 5/4/2024 | Richardson Financial Services Inc. | 85,403 | $3.07M | 2.2% | -5.4% | 0.015% | |
| 5/3/2024 | Investments & Financial Planning LLC | 11,559 | $414K | 0.3% | -4.4% | 0.002% | |
| 5/3/2024 | TFB Advisors LLC | 26,512 | $917K | 0.3% | +3.7% | 0.005% | |
| 5/3/2024 | Larson Financial Group LLC | 135,027 | $4.84M | 0.4% | -6.5% | 0.024% | |
| 5/3/2024 | Callan Capital LLC | 1,074,180 | $38.50M | 3.4% | -3.6% | 0.191% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 247,409 | $8.87M | 1.0% | -39.5% | 0.044% | |
| 5/3/2024 | Rehmann Capital Advisory Group | 30,981 | $1.11M | 0.1% | -3.0% | 0.006% | |
| 5/3/2024 | Rinkey Investments | 981,511 | $35.18M | 12.8% | +1.7% | 0.175% | |
| 5/3/2024 | Absolute Capital Management LLC | 9,824 | $352K | 0.2% | -8.0% | 0.002% | |
| 5/2/2024 | Mutual Advisors LLC | 174,902 | $6.27M | 0.2% | -33.5% | 0.031% | |
| 5/2/2024 | Salomon & Ludwin LLC | 30,929 | $1.11M | 0.1% | +12.4% | 0.006% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 144,093 | $5.16M | 0.1% | -15.3% | 0.026% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 88,409 | $3.17M | 1.2% | +5.0% | 0.016% | |
| 5/2/2024 | New England Capital Financial Advisors LLC | 209,279 | $7.50M | 4.2% | +3.0% | 0.037% | |
| 5/2/2024 | Graypoint LLC | 496,855 | $17.81M | 1.3% | -14.1% | 0.088% | |
The ONE AI Stock to own now. (It’s not Nvidia.) (Ad) Don’t panic — you haven’t missed the boat on AI.
In fact, it has barely launched.
Sure, the early stages of this boom were big …
But I believe the real wealth in AI has yet to be made … Click here to see the presentation now. |
| 5/2/2024 | Quent Capital LLC | 78,972 | $2.83M | 0.3% | +1.6% | 0.014% | |
| 5/2/2024 | Alliance Wealth Management Group | 99,407 | $3.56M | 1.0% | -3.0% | 0.018% | |
| 5/2/2024 | Better Money Decisions LLC | 32,474 | $1.16M | 0.9% | +1.9% | 0.006% | |
| 5/2/2024 | Flagstone Financial Management | 614,489 | $22.02M | 8.5% | +0.2% | 0.109% | |
| 5/1/2024 | Stone Point Wealth LLC | 18,683 | $670K | 0.2% | -1.8% | 0.003% | |
| 5/1/2024 | StoneX Group Inc. | 50,727 | $1.82M | 0.2% | -6.5% | 0.009% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 22,636 | $811K | 0.0% | +7.0% | 0.004% | |
| 5/1/2024 | Auour Investments LLC | 790,199 | $28.32M | 10.5% | -0.4% | 0.141% | |
| 5/1/2024 | TKG Advisors LLC | 41,441 | $1.49M | 0.8% | +22.5% | 0.007% | |
| 5/1/2024 | Ballast Advisors LLC | 39,292 | $1.41M | 0.5% | -3.5% | 0.007% | |
