5/17/2024 | Citizens Financial Group Inc. RI | 53,508 | $6.59M | 0.2% | -12.0% | 0.035% | |
5/17/2024 | Western Pacific Wealth Management LP | 3,140 | $387K | 0.3% | +141.0% | 0.002% | |
5/17/2024 | First Western Trust Bank | 2,116 | $261K | 0.0% | N/A | 0.001% | |
5/17/2024 | Hancock Whitney Corp | 27,990 | $3.45M | 0.1% | +1.3% | 0.018% | |
5/17/2024 | Comerica Bank | 492,677 | $60.69M | 0.3% | -2.0% | 0.324% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 3,775 | $465K | 0.1% | N/A | 0.002% | |
|
5/16/2024 | Jane Street Group LLC | 617,469 | $76.06M | 0.0% | +1,872.8% | 0.406% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 19,632 | $2.42M | 0.1% | +14.6% | 0.013% | |
5/16/2024 | High Falls Advisors Inc | 12,052 | $1.49M | 0.4% | -1.4% | 0.008% | |
5/16/2024 | Waverly Advisors LLC | 10,956 | $1.35M | 0.0% | +526.8% | 0.007% | |
5/15/2024 | Ascent Group LLC | 2,952 | $364K | 0.0% | -4.1% | 0.002% | |
5/15/2024 | SVB Wealth LLC | 31,367 | $3.86M | 0.1% | -6.2% | 0.021% | |
5/15/2024 | BOKF NA | 96,177 | $11.76M | 0.2% | -26.0% | 0.063% | |
5/15/2024 | Kestra Advisory Services LLC | 127,813 | $15.74M | 0.1% | +17.2% | 0.084% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 9,228 | $1.14M | 0.0% | -28.0% | 0.006% | |
5/15/2024 | LRI Investments LLC | 1,255 | $156K | 0.0% | N/A | 0.001% | |
5/15/2024 | Linscomb Wealth Inc. | 75,845 | $9.34M | 0.5% | -4.2% | 0.050% | |
5/15/2024 | Keeley Teton Advisors LLC | 11,078 | $1.37M | 0.2% | +1.8% | 0.007% | |
5/15/2024 | Gamco Investors INC. ET AL | 5,000 | $616K | 0.0% | -4.8% | 0.003% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 26,349 | $3.25M | 0.3% | -31.5% | 0.017% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 5,359 | $660K | 0.0% | -18.3% | 0.004% | |
5/14/2024 | Cadence Bank | 11,384 | $1.40M | 0.1% | -4.8% | 0.007% | |
5/14/2024 | Rodgers Brothers Inc. | 2,422 | $298K | 0.0% | N/A | 0.002% | |
5/14/2024 | First Commonwealth Financial Corp PA | 27,430 | $3.38M | 0.9% | -1.3% | 0.018% | |
5/14/2024 | Axxcess Wealth Management LLC | 7,390 | $910K | 0.0% | +1.5% | 0.005% | |
5/14/2024 | EP Wealth Advisors LLC | 10,100 | $1.24M | 0.0% | -2.0% | 0.007% | |
5/14/2024 | CreativeOne Wealth LLC | 9,828 | $1.21M | 0.0% | +280.5% | 0.006% | |
5/14/2024 | Sax Wealth Advisors LLC | 9,341 | $1.15M | 0.1% | -3.6% | 0.006% | |
5/13/2024 | Bessemer Group Inc. | 4,264 | $525K | 0.0% | -4.2% | 0.003% | |
5/11/2024 | Lcnb Corp | 2,165 | $267K | 0.1% | +5.7% | 0.001% | |
5/11/2024 | Trustmark National Bank Trust Department | 133,166 | $16.40M | 1.3% | -3.1% | 0.088% | |
5/11/2024 | Davis R M Inc. | 3,159 | $389K | 0.0% | +4.9% | 0.002% | |
5/11/2024 | Alley Investment Management Company LLC | 5,560 | $685K | 0.1% | -24.0% | 0.004% | |
5/11/2024 | Beaumont Financial Advisors LLC | 64,840 | $7.99M | 0.7% | -0.5% | 0.043% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 9,581 | $1.14M | 0.6% | +9.1% | 0.006% | |
5/11/2024 | Patten & Patten Inc. TN | 7,698 | $948K | 0.1% | -1.5% | 0.005% | |
5/10/2024 | Osaic Holdings Inc. | 521,776 | $64.29M | 0.1% | -16.3% | 0.343% | |
5/10/2024 | Vanguard Group Inc. | 31,581 | $3.89M | 0.0% | +0.4% | 0.021% | |
5/10/2024 | TCTC Holdings LLC | 1,175 | $145K | 0.0% | -10.8% | 0.001% | |
5/10/2024 | Nwam LLC | 17,611 | $2.16M | 0.2% | -27.3% | 0.012% | |
The CHIPS Act Motherlode (Ad) If you haven’t heard yet, the CHIPS Act is the US government pouring $280 BILLION into the manufacturing of US semiconductors.
A lot of companies will make a fortune from this. Click here to see my #1 investment for 2024. |
5/9/2024 | ProVise Management Group LLC | 3,225 | $397K | 0.0% | -4.2% | 0.002% | |
5/9/2024 | Leo Wealth LLC | 7,267 | $895K | 0.1% | -1.7% | 0.005% | |
5/9/2024 | Private Portfolio Partners LLC | 19,105 | $2.35M | 0.5% | -0.4% | 0.013% | |
5/9/2024 | Orion Portfolio Solutions LLC | 36,889 | $4.54M | 0.0% | -49.7% | 0.024% | |
5/9/2024 | Blair William & Co. IL | 170,564 | $21.01M | 0.1% | -21.4% | 0.112% | |
5/9/2024 | HBK Sorce Advisory LLC | 29,195 | $3.60M | 0.1% | -3.4% | 0.019% | |
5/9/2024 | Kingsview Wealth Management LLC | 8,985 | $1.11M | 0.0% | -1.3% | 0.006% | |
5/9/2024 | Landaas & Co. WI ADV | 37,502 | $4.62M | 1.5% | +0.6% | 0.025% | |
5/9/2024 | JDM Financial Group LLC | 225 | $28K | 0.0% | -52.6% | 0.000% | |
5/9/2024 | Ledyard National Bank | 7,555 | $931K | 0.1% | -7.0% | 0.005% | |
5/9/2024 | TBH Global Asset Management LLC | 2,922 | $360K | 0.1% | +24.4% | 0.002% | |
5/9/2024 | SageView Advisory Group LLC | 9,188 | $1.13M | 0.1% | +294.7% | 0.006% | |
5/9/2024 | Interchange Capital Partners LLC | 3,469 | $427K | 0.3% | +6.6% | 0.002% | |
5/9/2024 | Portland Global Advisors LLC | 6,255 | $770K | 0.1% | -4.8% | 0.004% | |
5/9/2024 | Eagle Bay Advisors LLC | 38,710 | $4.77M | 3.0% | N/A | 0.025% | |
5/9/2024 | Dearborn Partners LLC | 3,700 | $456K | 0.0% | +3.1% | 0.002% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 1,675 | $206K | 0.0% | N/A | 0.001% | |
5/9/2024 | Koshinski Asset Management Inc. | 6,471 | $797K | 0.1% | +17.1% | 0.004% | |
5/8/2024 | Darden Wealth Group Inc | 16,849 | $2.08M | 1.6% | -3.9% | 0.011% | |
5/8/2024 | FPC Investment Advisory Inc. | 1,010 | $122K | 0.1% | N/A | 0.001% | |
5/8/2024 | Cozad Asset Management Inc. | 14,329 | $1.77M | 0.2% | +2.0% | 0.009% | |
5/8/2024 | Sheets Smith Wealth Management | 7,418 | $914K | 0.1% | -6.2% | 0.005% | |
5/8/2024 | Bleakley Financial Group LLC | 4,791 | $590K | 0.0% | -22.9% | 0.003% | |
5/8/2024 | Avantax Advisory Services Inc. | 116,199 | $14.31M | 0.1% | +5.6% | 0.077% | |
5/8/2024 | US Bancorp DE | 1,309,730 | $161.33M | 0.2% | -3.8% | 0.863% | |
5/8/2024 | QRG Capital Management Inc. | 8,505 | $1.05M | 0.0% | +212.7% | 0.006% | |
5/8/2024 | Headlands Technologies LLC | 384 | $47K | 0.0% | +884.6% | 0.000% | |
5/8/2024 | Verus Financial Partners Inc. | 74,791 | $9.21M | 1.1% | -4.2% | 0.049% | |
5/8/2024 | Semus Wealth Partners LLC | 2,674 | $329K | 0.3% | -4.1% | 0.002% | |
5/8/2024 | Thoroughbred Financial Services LLC | 21,860 | $2.69M | 0.3% | -24.7% | 0.014% | |
5/7/2024 | NorthRock Partners LLC | 3,790 | $467K | 0.0% | -8.7% | 0.002% | |
5/7/2024 | Choate Investment Advisors | 6,070 | $748K | 0.0% | +29.1% | 0.004% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 69,256 | $8.53M | 1.7% | -0.4% | 0.046% | |
5/7/2024 | GW Henssler & Associates Ltd. | 84,786 | $10.44M | 0.6% | +16.9% | 0.056% | |
5/7/2024 | Chilton Capital Management LLC | 715 | $88K | 0.0% | -34.4% | 0.000% | |
5/7/2024 | Concurrent Investment Advisors LLC | 4,179 | $515K | 0.0% | +10.3% | 0.003% | |
5/7/2024 | Atomi Financial Group Inc. | 3,381 | $416K | 0.0% | -13.2% | 0.002% | |
5/7/2024 | Montag A & Associates Inc. | 3,047 | $375K | 0.0% | +35.6% | 0.002% | |
5/7/2024 | TCI Wealth Advisors Inc. | 10,570 | $1.30M | 0.1% | -5.3% | 0.007% | |
5/7/2024 | WealthPLAN Partners LLC | 6,492 | $800K | 0.1% | +2.5% | 0.004% | |
5/7/2024 | KCM Investment Advisors LLC | 52,365 | $6.45M | 0.2% | -0.9% | 0.035% | |
5/7/2024 | Smithfield Trust Co | 49,983 | $6.15M | 0.3% | -1.6% | 0.033% | |
5/7/2024 | NTV Asset Management LLC | 115,113 | $14.18M | 2.2% | -0.7% | 0.076% | |
5/7/2024 | Highland Capital Management LLC | 49,327 | $6.08M | 0.3% | -1.4% | 0.033% | |
5/7/2024 | PFG Advisors | 9,366 | $1.15M | 0.1% | -11.8% | 0.006% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,719 | $335K | 0.0% | -24.4% | 0.002% | |
5/7/2024 | Wealthspire Advisors LLC | 66,661 | $8.21M | 0.1% | -2.9% | 0.044% | |
5/7/2024 | Insight Advisors LLC PA | 2,056 | $253K | 0.0% | -4.1% | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 40,431 | $4.98M | 0.0% | +88.5% | 0.027% | |
5/6/2024 | OLD Second National Bank of Aurora | 900 | $111K | 0.0% | -83.3% | 0.001% | |
The CHIPS Act Motherlode (Ad) If you haven’t heard yet, the CHIPS Act is the US government pouring $280 BILLION into the manufacturing of US semiconductors.
A lot of companies will make a fortune from this. Click here to see my #1 investment for 2024. |
5/6/2024 | MGB Wealth Management LLC | 4,815 | $593K | 0.2% | +12.1% | 0.003% | |
5/6/2024 | Kades & Cheifetz LLC | 6,464 | $796K | 0.5% | +3.0% | 0.004% | |
5/6/2024 | Advisory Services Network LLC | 67,416 | $8.30M | 0.2% | -0.5% | 0.044% | |
5/6/2024 | Manchester Capital Management LLC | 14,985 | $1.85M | 0.2% | +17,529.4% | 0.010% | |
5/4/2024 | Howland Capital Management LLC | 22,727 | $2.80M | 0.1% | -2.1% | 0.015% | |
5/4/2024 | SPC Financial Inc. | 44,394 | $5.47M | 0.5% | +0.2% | 0.029% | |
5/4/2024 | Geneos Wealth Management Inc. | 28,602 | $3.52M | 0.2% | -5.4% | 0.019% | |
5/4/2024 | 9258 Wealth Management LLC | 1,811 | $223K | 0.0% | -7.6% | 0.001% | |
5/4/2024 | Gould Asset Management LLC CA | 7,493 | $923K | 0.2% | -4.3% | 0.005% | |
5/4/2024 | Paulson Wealth Management Inc. | 8,524 | $1.05M | 0.3% | -7.6% | 0.006% | |