5/17/2024 | Pineridge Advisors LLC | 89,416 | $1.98M | 0.7% | -28.2% | 2.293% | |
5/2/2024 | First Command Advisory Services Inc. | 2,057 | $46K | 0.0% | N/A | 0.053% | |
5/1/2024 | Envision Financial Planning LLC | 177,185 | $3.92M | 3.2% | +8.7% | 4.543% | |
4/30/2024 | Commonwealth Equity Services LLC | 29,929 | $662K | 0.0% | +8.7% | 0.767% | |
4/24/2024 | Arlington Capital Management Inc. | 9,325 | $206K | 0.2% | N/A | 0.239% | |
4/23/2024 | Precedent Wealth Partners LLC | 50,005 | $1.11M | 0.5% | +32.2% | 1.282% | |
|
4/16/2024 | Atlantic Union Bankshares Corp | 70,974 | $1.57M | 0.1% | +6.7% | 1.868% | |
4/16/2024 | Tlwm | 24,222 | $536K | 0.1% | +4.8% | 0.637% | |
4/12/2024 | CGN Advisors LLC | 67,178 | $1.49M | 0.2% | -33.0% | 1.768% | |
4/10/2024 | Sterling Financial Group Inc. | 17,846 | $395K | 0.2% | -39.6% | 0.470% | |
4/1/2024 | Confluence Investment Management LLC | 14,073 | $311K | 0.0% | N/A | 0.402% | |
3/1/2024 | Pineridge Advisors LLC | 124,490 | $2.79M | 0.9% | N/A | 3.557% | |
2/9/2024 | Wells Fargo & Company MN | 301,421 | $6.76M | 0.0% | -31.9% | 8.612% | |
2/8/2024 | Beacon Pointe Advisors LLC | 13,527 | $303K | 0.0% | N/A | 0.386% | |
2/6/2024 | Private Advisor Group LLC | 13,874 | $311K | 0.0% | N/A | 0.396% | |
2/2/2024 | Addison Advisors LLC | 15,655 | $351K | 0.1% | -6.1% | 0.447% | |
2/1/2024 | Gradient Capital Advisors LLC | 9,381 | $210K | 0.1% | N/A | 0.268% | |
1/31/2024 | Key Financial Inc | 84,525 | $1.90M | 0.5% | +17.9% | 2.415% | |
1/30/2024 | Avior Wealth Management LLC | 5,432 | $122K | 0.0% | N/A | 0.160% | |
1/23/2024 | Envision Financial Planning LLC | 162,953 | $3.65M | 3.2% | +7.1% | 4.793% | |
1/19/2024 | Atlantic Union Bankshares Corp | 66,540 | $1.49M | 0.1% | +31.1% | 2.016% | |
1/18/2024 | Precedent Wealth Partners LLC | 37,836 | $848K | 0.4% | N/A | 1.147% | |
1/16/2024 | Raymond James & Associates | 20,441 | $458K | 0.0% | N/A | 0.619% | |
1/16/2024 | Valicenti Advisory Services Inc. | 8,950 | $201K | 0.1% | N/A | 0.271% | |
1/9/2024 | Tlwm | 23,114 | $518K | 0.1% | N/A | 0.722% | |
1/8/2024 | Horizons Wealth Management | 5,345 | $120K | 0.1% | N/A | 0.167% | |
1/5/2024 | CGN Advisors LLC | 100,306 | $2.25M | 0.3% | +5.2% | 3.135% | |
11/13/2023 | Asset Dedication LLC | 11,948 | $251K | 0.0% | +4.4% | 0.427% | |
11/7/2023 | Addison Advisors LLC | 16,670 | $348K | 0.2% | +17.6% | 0.595% | |
11/3/2023 | Envision Financial Planning LLC | 152,159 | $3.18M | 3.1% | N/A | 5.434% | |
10/30/2023 | Insight Wealth Partners LLC | 171,495 | $3.58M | 0.7% | -9.9% | 6.125% | |
10/23/2023 | Commonwealth Equity Services LLC | 18,867 | $394K | 0.0% | +39.6% | 0.674% | |
10/20/2023 | Atlantic Union Bankshares Corp | 50,756 | $1.06M | 0.1% | +15.3% | 1.813% | |
10/19/2023 | Sterling Financial Group Inc. | 29,537 | $617K | 0.4% | +21.0% | 1.094% | |
10/13/2023 | CGN Advisors LLC | 95,326 | $1.99M | 0.3% | +8.4% | 3.531% | |
10/11/2023 | Legacy Private Trust Co. | 61,807 | $1.29M | 0.1% | +87.1% | 2.289% | |
10/11/2023 | AE Wealth Management LLC | 83,153 | $1.74M | 0.0% | +16.3% | 3.080% | |
9/7/2023 | Sterling Financial Group Inc. | 24,412 | $536K | 0.4% | +80.6% | 1.061% | |
8/22/2023 | Asset Dedication LLC | 11,442 | $250K | 0.0% | +10.9% | 0.497% | |
8/9/2023 | Flow Traders U.S. LLC | 32,762 | $720K | 0.0% | N/A | 1.424% | |
Warren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector… (Ad) Why are Warren Buffett, Jeff Bezos, Michael Bloomberg, “The Walmart Family”, Bill Gates, and 48 members of Congress shifting their stocks in a frenzy?
And why are they all piling into ONE unique corner of the market… Click here for the details |
8/3/2023 | Addison Advisors LLC | 14,175 | $311K | 0.2% | N/A | 0.616% | |
8/2/2023 | Bank of Montreal Can | 24,938 | $549K | 0.0% | N/A | 1.084% | |
8/1/2023 | Cookson Peirce & Co. Inc. | 10,457 | $230K | 0.0% | N/A | 0.455% | |
7/31/2023 | LPL Financial LLC | 130,921 | $2.88M | 0.0% | +197.1% | 5.692% | |
7/28/2023 | Key Financial Inc | 71,700 | $1.58M | 0.5% | +478.2% | 3.259% | |
7/11/2023 | Atlantic Union Bankshares Corp | 44,011 | $967K | 0.1% | +117.9% | 2.001% | |
7/10/2023 | AE Wealth Management LLC | 71,470 | $1.57M | 0.0% | +4.6% | 3.249% | |
7/10/2023 | CGN Advisors LLC | 87,935 | $1.93M | 0.3% | +6.6% | 3.997% | |
7/7/2023 | Legacy Private Trust Co. | 33,036 | $726K | 0.1% | +191.7% | 1.502% | |
5/5/2023 | Capital Analysts LLC | 4,707 | $105K | 0.0% | -19.9% | 0.262% | |
5/2/2023 | Key Financial Inc | 12,400 | $276K | 0.1% | N/A | 0.689% | |
4/24/2023 | Asset Dedication LLC | 10,313 | $228K | 0.0% | +9.4% | 0.573% | |
4/14/2023 | AE Wealth Management LLC | 68,314 | $1.52M | 0.0% | N/A | 3.795% | |
4/12/2023 | Legacy Private Trust Co. | 11,325 | $252K | 0.0% | N/A | 0.629% | |
4/4/2023 | CGN Advisors LLC | 82,475 | $1.83M | 0.3% | +31.2% | 4.582% | |
4/4/2023 | Confluence Investment Management LLC | 13,781 | $306K | 0.0% | +21.9% | 0.766% | |
2/9/2023 | Atlantic Union Bankshares Corp | 19,748 | $428K | 0.0% | N/A | 1.317% | |
2/8/2023 | Capital Analysts LLC | 5,874 | $127K | 0.0% | N/A | 0.392% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 5,574 | $121K | 0.0% | -92.5% | 0.372% | |
2/7/2023 | LPL Financial LLC | 22,570 | $489K | 0.0% | +117.4% | 1.505% | |
2/7/2023 | IFP Advisors Inc | 1,100 | $27K | 0.0% | N/A | 0.073% | |
2/7/2023 | Envestnet Asset Management Inc. | 10,190 | $221K | 0.0% | N/A | 0.679% | |
2/6/2023 | Gradient Capital Advisors LLC | 9,381 | $203K | 0.1% | N/A | 0.625% | |
2/1/2023 | Insight Wealth Partners LLC | 194,906 | $4.22M | 3.2% | N/A | 12.994% | |
1/31/2023 | Cookson Peirce & Co. Inc. | 10,438 | $226K | 0.0% | +5.2% | 0.696% | |
1/19/2023 | Asset Dedication LLC | 9,428 | $203K | 0.0% | +5.5% | 0.629% | |
1/9/2023 | CGN Advisors LLC | 62,867 | $1.36M | 0.2% | +43.4% | 4.191% | |
1/4/2023 | Confluence Investment Management LLC | 11,309 | $245K | 0.0% | -96.2% | 0.870% | |
11/14/2022 | Equitable Holdings Inc. | 9,700 | $201K | 0.0% | N/A | 0.746% | |
11/8/2022 | Cookson Peirce & Co. Inc. | 9,918 | $206K | 0.0% | -29.5% | 0.763% | |
11/1/2022 | Kestra Advisory Services LLC | 11,560 | $240K | 0.0% | N/A | 0.889% | |
10/28/2022 | Benjamin Edwards Inc. | 1,713 | $36K | 0.0% | N/A | 0.132% | |
10/28/2022 | Benjamin F. Edwards & Company Inc. | 74,618 | $1.55M | 0.1% | N/A | 5.740% | |
10/27/2022 | Asset Dedication LLC | 8,936 | $185K | 0.0% | +25.6% | 0.687% | |
10/18/2022 | CGN Advisors LLC | 43,846 | $910K | 0.2% | +16.9% | 3.654% | |
10/13/2022 | FOCUS Wealth Advisors LLC | 15,053 | $313K | 0.2% | +13.7% | 1.254% | |
10/3/2022 | Confluence Investment Management LLC | 296,473 | $6.16M | 0.1% | +67.1% | 26.952% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 23,305 | $507K | 0.0% | +7.7% | 2.119% | |
7/27/2022 | Garrett Investment Advisors LLC | 37,496 | $816K | 0.2% | N/A | 5.357% | |
7/20/2022 | Cookson Peirce & Co. Inc. | 14,061 | $306K | 0.0% | -4.9% | 2.344% | |
7/6/2022 | Confluence Investment Management LLC | 177,397 | $3.86M | 0.1% | +1.3% | 29.566% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 21,636 | $502K | 0.0% | -3.4% | 3.606% | |
5/3/2022 | Cookson Peirce & Co. Inc. | 14,780 | $343K | 0.0% | -3.2% | 2.463% | |
4/21/2022 | Asset Dedication LLC | 6,860 | $157K | 0.0% | +150.0% | 1.143% | |
4/14/2022 | FOCUS Wealth Advisors LLC | 13,242 | $307K | 0.2% | N/A | 2.207% | |
4/4/2022 | Confluence Investment Management LLC | 175,109 | $4.06M | 0.1% | +109.6% | 35.022% | |
2/3/2022 | Advisor Group Holdings Inc. | 10,919 | $280K | 0.0% | +134.7% | 2.184% | |
2/3/2022 | Northwestern Mutual Wealth Management Co. | 22,392 | $573K | 0.0% | +5.8% | 4.478% | |
1/31/2022 | Cookson Peirce & Co. Inc. | 15,264 | $391K | 0.0% | +34.9% | 3.053% | |
1/21/2022 | Asset Dedication LLC | 2,744 | $72K | 0.0% | N/A | 0.686% | |
This military-backed stock “owns” AI market (Ad) The AI boom is just getting started.
And the real wealth has still to be made… You must read this new presentation from Porter Stansberry. |
1/4/2022 | Confluence Investment Management LLC | 83,559 | $2.14M | 0.0% | +2.7% | 20.890% | |
11/15/2021 | Royal Bank of Canada | 73,586 | $1.86M | 0.0% | +15.1% | 18.397% | |
11/4/2021 | Cookson Peirce & Co. Inc. | 11,311 | $287K | 0.0% | -12.6% | 2.828% | |
10/4/2021 | Confluence Investment Management LLC | 81,337 | $2.06M | 0.0% | +2.1% | 27.112% | |
8/16/2021 | Royal Bank of Canada | 63,905 | $1.64M | 0.0% | N/A | 21.302% | |
8/13/2021 | Northwestern Mutual Wealth Management Co. | 20,581 | $528K | 0.0% | N/A | 6.860% | |
8/3/2021 | Cookson Peirce & Co. Inc. | 12,942 | $333K | 0.0% | N/A | 4.314% | |
8/2/2021 | Advisor Group Holdings Inc. | 4,653 | $120K | 0.0% | N/A | 1.551% | |
7/1/2021 | Confluence Investment Management LLC | 79,648 | $2.04M | 0.0% | +0.9% | 26.549% | |
5/18/2021 | Jane Street Group LLC | 51,513 | $1.29M | 0.0% | +493.2% | 25.757% | |