5/17/2024 | National Wealth Management Group LLC | 18,751 | $3.43M | 2.7% | +1.5% | 0.014% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 6,857 | $1.25M | 0.1% | -8.3% | 0.005% | |
5/17/2024 | Comerica Bank | 4,636 | $847K | 0.0% | +73.4% | 0.004% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 2,429 | $444K | 0.1% | N/A | 0.002% | |
5/17/2024 | Creekmur Asset Management LLC | 136 | $25K | 0.0% | -29.2% | 0.000% | |
5/16/2024 | Global Financial Private Client LLC | 5,010 | $917K | 0.4% | +6.1% | 0.004% | |
|
5/16/2024 | B. Riley Wealth Advisors Inc. | 42,555 | $7.77M | 0.2% | +98.6% | 0.033% | |
5/16/2024 | Ancora Advisors LLC | 86,356 | $15.78M | 0.4% | +2.3% | 0.067% | |
5/16/2024 | Janus Henderson Group PLC | 458,676 | $83.80M | 0.0% | -3.6% | 0.354% | |
5/16/2024 | Kraft Davis & Associates LLC | 1,714 | $313K | 0.1% | +26.6% | 0.001% | |
5/15/2024 | SVB Wealth LLC | 127,529 | $23.30M | 0.5% | +294.2% | 0.098% | |
5/15/2024 | Wick Capital Partners LLC | 34,547 | $6.31M | 6.3% | +4.7% | 0.027% | |
5/15/2024 | Transcendent Capital Group LLC | 20,830 | $3.81M | 2.1% | +5.5% | 0.016% | |
5/15/2024 | Blue Edge Capital LLC | 33,077 | $6.04M | 1.0% | +1.4% | 0.026% | |
5/15/2024 | BOKF NA | 6,085 | $1.11M | 0.0% | +79.3% | 0.005% | |
5/15/2024 | Kestra Advisory Services LLC | 186,696 | $34.11M | 0.2% | +13.1% | 0.144% | |
5/14/2024 | Axxcess Wealth Management LLC | 2,759 | $504K | 0.0% | +117.2% | 0.002% | |
5/14/2024 | CreativeOne Wealth LLC | 3,192 | $584K | 0.0% | N/A | 0.002% | |
5/14/2024 | Sax Wealth Advisors LLC | 259,912 | $47.48M | 5.5% | +161.3% | 0.200% | |
5/14/2024 | Payden & Rygel Investment Group | 29,800 | $5.44M | 0.3% | N/A | 0.023% | |
5/14/2024 | Burns Matteson Capital Management LLC | 1,508 | $275K | 0.2% | N/A | 0.001% | |
5/14/2024 | InterOcean Capital Group LLC | 58,057 | $10.61M | 0.3% | -28.9% | 0.045% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 26,449 | $4.83M | 1.6% | -2.8% | 0.020% | |
5/13/2024 | PAX Financial Group LLC | 4,361 | $797K | 0.2% | +14.5% | 0.003% | |
5/11/2024 | Resurgent Financial Advisors LLC | 6,834 | $1.25M | 0.7% | +47.5% | 0.005% | |
5/11/2024 | Retirement Financial Solutions LLC | 88,440 | $16.16M | 8.3% | +10.7% | 0.068% | |
5/10/2024 | Osaic Holdings Inc. | 686,986 | $125.41M | 0.3% | -39.1% | 0.530% | |
5/10/2024 | TIAA Trust National Association | 1,162 | $212K | 0.0% | N/A | 0.001% | |
5/10/2024 | Clearstead Trust LLC | 2,108 | $385K | 0.1% | +41.9% | 0.002% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 13,663 | $2.50M | 0.9% | +21.0% | 0.011% | |
5/10/2024 | Banco Santander S.A. | 550,000 | $100.48M | 1.2% | -5.8% | 0.424% | |
5/10/2024 | Bright Financial Advisors Inc. | 1,433 | $252K | 0.2% | N/A | 0.001% | |
5/9/2024 | Blair William & Co. IL | 3,583 | $655K | 0.0% | +2,885.8% | 0.003% | |
5/9/2024 | Orion Portfolio Solutions LLC | 13,135 | $2.40M | 0.0% | -93.7% | 0.010% | |
5/9/2024 | Kingsview Wealth Management LLC | 12,243 | $2.24M | 0.1% | N/A | 0.009% | |
5/9/2024 | JBR Co Financial Management Inc | 17,924 | $3.28M | 2.6% | +205.7% | 0.014% | |
5/9/2024 | JDM Financial Group LLC | 3,885 | $710K | 0.5% | N/A | 0.003% | |
5/9/2024 | TBH Global Asset Management LLC | 5,756 | $1.05M | 0.2% | N/A | 0.004% | |
5/9/2024 | D Orazio & Associates Inc. | 112,016 | $20.46M | 3.3% | +10.4% | 0.086% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 1,415 | $259K | 0.1% | N/A | 0.001% | |
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5/8/2024 | Camarda Financial Advisors LLC | 2,354 | $430K | 0.2% | -3.5% | 0.002% | |
5/8/2024 | Bleakley Financial Group LLC | 1,196 | $218K | 0.0% | N/A | 0.001% | |
5/8/2024 | Avantax Advisory Services Inc. | 176,467 | $32.24M | 0.3% | +24.2% | 0.136% | |
5/8/2024 | US Bancorp DE | 79,457 | $14.52M | 0.0% | +5.4% | 0.061% | |
5/8/2024 | Headlands Technologies LLC | 8,104 | $1.48M | 0.4% | N/A | 0.006% | |
5/8/2024 | Legacy Capital Group California Inc. | 8,502 | $1.55M | 0.6% | N/A | 0.007% | |
5/8/2024 | Thoroughbred Financial Services LLC | 66,630 | $12.17M | 1.2% | -7.9% | 0.051% | |
5/7/2024 | Concurrent Investment Advisors LLC | 8,287 | $1.51M | 0.1% | +502.3% | 0.006% | |
5/7/2024 | Atomi Financial Group Inc. | 4,529 | $827K | 0.1% | -26.5% | 0.003% | |
5/7/2024 | Oppenheimer & Co. Inc. | 24,656 | $4.50M | 0.1% | -1.6% | 0.019% | |
5/7/2024 | PFG Advisors | 12,546 | $2.29M | 0.2% | -5.0% | 0.010% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 1,797 | $328K | 0.2% | +24.2% | 0.001% | |
5/6/2024 | Quantbot Technologies LP | 1,449 | $265K | 0.0% | N/A | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 39,365 | $7.19M | 0.0% | -49.0% | 0.030% | |
5/6/2024 | Leuthold Group LLC | 1,141 | $208K | 0.0% | N/A | 0.001% | |
5/6/2024 | Leith Wheeler Investment Counsel Ltd. | 162,507 | $29.69M | 2.9% | +9.5% | 0.125% | |
5/6/2024 | VitalStone Financial LLC | 3,221 | $588K | 0.4% | +394.8% | 0.002% | |
5/6/2024 | Advisory Services Network LLC | 23,129 | $4.23M | 0.1% | +42.6% | 0.018% | |
5/4/2024 | Geneos Wealth Management Inc. | 245 | $45K | 0.0% | -94.2% | 0.000% | |
5/4/2024 | Csenge Advisory Group | 2,516 | $460K | 0.0% | -48.8% | 0.002% | |
5/3/2024 | Embree Financial Group | 3,232 | $590K | 0.1% | +5.4% | 0.002% | |
5/3/2024 | RIA Advisory Group LLC | 1,571 | $287K | 0.1% | -93.1% | 0.001% | |
5/3/2024 | Larson Financial Group LLC | 480 | $88K | 0.0% | +147.4% | 0.000% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,893 | $346K | 0.0% | N/A | 0.001% | |
5/3/2024 | Rehmann Capital Advisory Group | 35,451 | $6.48M | 0.5% | +10.2% | 0.027% | |
5/2/2024 | Diversified LLC | 88,895 | $16.24M | 2.2% | -66.1% | 0.069% | |
5/2/2024 | Smart Money Group LLC | 3,929 | $686K | 0.3% | +44.1% | 0.003% | |
5/2/2024 | RiverFront Investment Group LLC | 19,426 | $3.55M | 0.1% | +21.4% | 0.015% | |
5/2/2024 | First Command Advisory Services Inc. | 4,958,139 | $906.01M | 9.5% | -1.1% | 3.823% | |
5/2/2024 | Shoker Investment Counsel Inc. | 6,215 | $1.14M | 0.4% | -63.2% | 0.005% | |
5/2/2024 | Hudock Inc. | 10,839 | $1.98M | 0.4% | -89.0% | 0.008% | |
5/2/2024 | Adapt Wealth Advisors LLC | 64,840 | $11.85M | 8.4% | N/A | 0.050% | |
5/2/2024 | Consolidated Planning Corp | 17,440 | $3.19M | 0.5% | +0.9% | 0.013% | |
5/2/2024 | Lincoln National Corp | 38,832 | $7.09M | 0.1% | +1.2% | 0.030% | |
5/2/2024 | Hunter Associates Investment Management LLC | 60,041 | $10.96M | 1.8% | +9.0% | 0.047% | |
5/2/2024 | Hollencrest Capital Management | 414,341 | $75.70M | 3.5% | +1,241.6% | 0.322% | |
5/1/2024 | StoneX Group Inc. | 33,940 | $6.20M | 0.7% | +15.5% | 0.026% | |
5/1/2024 | Janney Montgomery Scott LLC | 31,264 | $5.71M | 0.0% | +38.6% | 0.024% | |
5/1/2024 | Source Financial Advisors LLC | 1,185 | $217K | 0.1% | N/A | 0.001% | |
5/1/2024 | Meitav Investment House Ltd. | 1,264,323 | $231.04M | 4.5% | +1.4% | 0.983% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 815,403 | $148.97M | 0.3% | -7.9% | 0.634% | |
5/1/2024 | Prosperity Consulting Group LLC | 94,146 | $17.20M | 2.2% | +142.2% | 0.073% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 2,385 | $436K | 0.2% | +18.1% | 0.002% | |
5/1/2024 | Sequoia Financial Advisors LLC | 1,119 | $204K | 0.0% | N/A | 0.001% | |
4/30/2024 | Private Advisor Group LLC | 554,178 | $101.24M | 0.7% | +31.1% | 0.431% | |
4/30/2024 | J.W. Cole Advisors Inc. | 7,197 | $1.32M | 0.1% | +120.6% | 0.006% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 3,100 | $566K | 0.1% | +10.5% | 0.002% | |
4/30/2024 | Astor Investment Management LLC | 46,064 | $8.42M | 3.3% | N/A | 0.036% | |
4/30/2024 | HB Wealth Management LLC | 4,586 | $838K | 0.0% | +7.5% | 0.004% | |
4/30/2024 | Concord Wealth Partners | 921 | $168K | 0.0% | +100.2% | 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. |
4/30/2024 | Mainstay Capital Management LLC ADV | 733,289 | $133.97M | 25.3% | -29.8% | 0.570% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 44,550 | $8.14M | 0.2% | N/A | 0.035% | |
4/30/2024 | Vance Wealth Inc. | 29,324 | $5.36M | 2.1% | +1.1% | 0.023% | |
4/30/2024 | Arkadios Wealth Advisors | 1,869 | $341K | 0.0% | +4.1% | 0.001% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 6,334 | $1.16M | 0.7% | -3.3% | 0.005% | |
4/30/2024 | Madison Wealth Partners Inc | 4,510 | $824K | 0.3% | +1.6% | 0.004% | |
4/29/2024 | Commonwealth Equity Services LLC | 482,079 | $88.07M | 0.1% | +39.5% | 0.375% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 1,171 | $214K | 0.0% | +77.4% | 0.001% | |
4/29/2024 | Cabana LLC | 15,788 | $2.88M | 12.3% | +23.5% | 0.012% | |
4/29/2024 | Aspire Wealth Management Corp | 5,013 | $916K | 0.6% | +49.1% | 0.004% | |