5/24/2024 | Cetera Advisor Networks LLC | 334,462 | $36.97M | 0.2% | +8.9% | 0.198% | |
5/24/2024 | Cetera Advisors LLC | 102,212 | $11.30M | 0.1% | +247.2% | 0.060% | |
5/24/2024 | Cetera Investment Advisers | 464,267 | $51.32M | 0.1% | +423.9% | 0.275% | |
5/21/2024 | Atria Investments Inc | 104,372 | $11.54M | 0.2% | -5.6% | 0.062% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 119,830 | $13.25M | 1.5% | +6.7% | 0.071% | |
5/20/2024 | Pacific Center for Financial Services | 595 | $66K | 0.0% | -74.6% | 0.000% | |
|
5/17/2024 | Heartland Bank & Trust Co | 49,176 | $5.44M | 3.2% | +26.4% | 0.029% | |
5/17/2024 | Semmax Financial Advisors Inc. | 3,828 | $422K | 0.1% | -96.3% | 0.002% | |
5/17/2024 | Comerica Bank | 133,599 | $14.77M | 0.1% | -50.1% | 0.079% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 51,900 | $5.74M | 1.1% | N/A | 0.031% | |
5/16/2024 | Jane Street Group LLC | 144,648 | $15.99M | 0.0% | -2.8% | 0.086% | |
5/16/2024 | Sugar Maple Asset Management LLC | 3,623 | $400K | 0.4% | N/A | 0.002% | |
5/16/2024 | Innova Wealth Partners | 8,370 | $925K | 0.7% | -29.9% | 0.005% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 38,199 | $4.22M | 0.1% | +12.6% | 0.023% | |
5/15/2024 | Ascent Group LLC | 14,558 | $1.61M | 0.1% | +1.2% | 0.009% | |
5/15/2024 | SVB Wealth LLC | 308,754 | $34.13M | 0.8% | -59.8% | 0.183% | |
5/15/2024 | Transcendent Capital Group LLC | 13,018 | $1.44M | 0.8% | -55.8% | 0.008% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 4,276 | $473K | 0.0% | -73.2% | 0.003% | |
5/15/2024 | Lazard Asset Management LLC | 660 | $72K | 0.0% | -61.4% | 0.000% | |
5/15/2024 | Quadrature Capital Ltd | 43,704 | $4.83M | 0.1% | N/A | 0.026% | |
5/14/2024 | Axxcess Wealth Management LLC | 32,429 | $3.59M | 0.1% | +0.5% | 0.019% | |
5/14/2024 | EP Wealth Advisors LLC | 2,483 | $274K | 0.0% | -31.7% | 0.001% | |
5/14/2024 | CreativeOne Wealth LLC | 18,979 | $2.10M | 0.1% | +230.9% | 0.011% | |
5/14/2024 | Mattern Capital Management LLC | 3,663 | $405K | 0.1% | +3.0% | 0.002% | |
5/14/2024 | Leelyn Smith LLC | 3,108 | $344K | 0.1% | +10.8% | 0.002% | |
5/14/2024 | Karpus Management Inc. | 23,000 | $2.54M | 0.1% | +70.2% | 0.014% | |
5/13/2024 | Mader & Shannon Wealth Management Inc. | 277,417 | $30.67M | 17.2% | -9.2% | 0.164% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 253,725 | $28.05M | 0.3% | -59.0% | 0.150% | |
5/11/2024 | Resurgent Financial Advisors LLC | 1,823 | $202K | 0.1% | -12.6% | 0.001% | |
5/11/2024 | Cynosure Group LLC | 554,715 | $61.32M | 11.0% | -6.4% | 0.328% | |
5/11/2024 | Capital Wealth Alliance LLC | 74,325 | $8.22M | 4.9% | +39.8% | 0.044% | |
5/11/2024 | Jacobi Capital Management LLC | 7,380 | $816K | 0.1% | +5.0% | 0.004% | |
5/11/2024 | Patten & Patten Inc. TN | 2,125 | $235K | 0.0% | N/A | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 861,955 | $95.29M | 0.2% | -4.6% | 0.510% | |
5/10/2024 | Spirepoint Private Client LLC | 9,760 | $1.08M | 0.2% | N/A | 0.006% | |
5/10/2024 | ARK & TLK Investments LLC | 6,021 | $666K | 0.2% | -27.9% | 0.004% | |
5/10/2024 | Banco Santander S.A. | 341,869 | $37.79M | 0.5% | +15.8% | 0.202% | |
5/10/2024 | J.Safra Asset Management Corp | 250 | $28K | 0.0% | +78.6% | 0.000% | |
5/10/2024 | GM Advisory Group LLC | 620,449 | $68.58M | 4.8% | -14.8% | 0.367% | |
5/10/2024 | Nwam LLC | 1,984 | $218K | 0.0% | -44.4% | 0.001% | |
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5/9/2024 | Forum Financial Management LP | 32,007 | $3.54M | 0.1% | +17.6% | 0.019% | |
5/9/2024 | Private Portfolio Partners LLC | 8,734 | $965K | 0.2% | -3.6% | 0.005% | |
5/9/2024 | Blair William & Co. IL | 6,235 | $689K | 0.0% | -6.5% | 0.004% | |
5/9/2024 | Orion Portfolio Solutions LLC | 23,058 | $2.55M | 0.0% | -71.0% | 0.014% | |
5/9/2024 | Midwest Professional Planners LTD. | 23,696 | $2.62M | 0.9% | +367.1% | 0.014% | |
5/9/2024 | Delta Investment Management LLC | 192,057 | $21.23M | 4.8% | +52.1% | 0.114% | |
5/9/2024 | TBH Global Asset Management LLC | 34,119 | $3.77M | 0.8% | +9.0% | 0.020% | |
5/9/2024 | SageView Advisory Group LLC | 5,915 | $654K | 0.0% | +7.4% | 0.003% | |
5/9/2024 | Patton Fund Management Inc. | 32,821 | $3.63M | 0.7% | +4.7% | 0.020% | |
5/9/2024 | Koshinski Asset Management Inc. | 10,415 | $1.15M | 0.1% | +38.5% | 0.006% | |
5/8/2024 | Camarda Financial Advisors LLC | 106,745 | $11.80M | 4.8% | -4.7% | 0.064% | |
5/8/2024 | TSA Wealth Managment LLC | 4,922 | $544K | 0.2% | -74.6% | 0.003% | |
5/8/2024 | Ethos Financial Group LLC | 85,396 | $9.44M | 1.8% | +2.8% | 0.051% | |
5/8/2024 | Bleakley Financial Group LLC | 6,166 | $682K | 0.0% | -9.9% | 0.004% | |
5/8/2024 | Baron Wealth Management LLC | 3,246 | $359K | 0.2% | -16.1% | 0.002% | |
5/8/2024 | Avantax Advisory Services Inc. | 35,214 | $3.89M | 0.0% | -85.1% | 0.021% | |
5/8/2024 | US Bancorp DE | 73,248 | $8.10M | 0.0% | -22.0% | 0.044% | |
5/7/2024 | Meeder Asset Management Inc. | 120,655 | $13.34M | 0.8% | N/A | 0.072% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 142,667 | $15.77M | 3.2% | +15.6% | 0.085% | |
5/7/2024 | Concurrent Investment Advisors LLC | 10,626 | $1.18M | 0.0% | +4.8% | 0.006% | |
5/7/2024 | Significant Wealth Partners LLC | 3,712 | $410K | 0.3% | +44.5% | 0.002% | |
5/7/2024 | Atomi Financial Group Inc. | 8,118 | $897K | 0.1% | +36.0% | 0.005% | |
5/7/2024 | Anchor Capital Advisors LLC | 449,642 | $49.70M | 1.3% | -61.1% | 0.268% | |
5/7/2024 | Montag A & Associates Inc. | 906 | $100K | 0.0% | -60.0% | 0.001% | |
5/7/2024 | 49 Wealth Management LLC | 199,121 | $21.92M | 4.7% | -0.1% | 0.119% | |
5/7/2024 | Smithfield Trust Co | 143,033 | $15.81M | 0.8% | +4.7% | 0.085% | |
5/7/2024 | Adaptive Financial Consulting LLC | 63,049 | $6.97M | 3.1% | N/A | 0.038% | |
5/7/2024 | Hansen & Associates Financial Group Inc. | 657,489 | $72.55M | 41.9% | +31.7% | 0.393% | |
5/7/2024 | PFG Advisors | 2,589 | $286K | 0.0% | -18.4% | 0.002% | |
5/7/2024 | Oppenheimer & Co. Inc. | 267,369 | $29.56M | 0.5% | +26.0% | 0.160% | |
5/7/2024 | Wealthspire Advisors LLC | 2,043 | $226K | 0.0% | N/A | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 22,641 | $2.50M | 0.0% | +3.0% | 0.014% | |
5/6/2024 | MGB Wealth Management LLC | 2,233 | $247K | 0.1% | -6.7% | 0.001% | |
5/6/2024 | Advisory Services Network LLC | 434,512 | $48.03M | 1.1% | -14.2% | 0.259% | |
5/4/2024 | Geneos Wealth Management Inc. | 8,585 | $949K | 0.0% | -40.0% | 0.005% | |
5/4/2024 | Gould Asset Management LLC CA | 21,292 | $2.35M | 0.6% | -10.8% | 0.013% | |
5/4/2024 | WBI Investments LLC | 2,276 | $252K | 0.1% | -92.0% | 0.001% | |
5/4/2024 | Paulson Wealth Management Inc. | 90,074 | $9.96M | 2.9% | +2.6% | 0.053% | |
5/4/2024 | Csenge Advisory Group | 2,228 | $246K | 0.0% | -15.4% | 0.001% | |
5/3/2024 | Avidian Wealth Solutions LLC | 2,710 | $300K | 0.0% | -8.4% | 0.002% | |
5/3/2024 | RIA Advisory Group LLC | 18,341 | $2.03M | 0.8% | N/A | 0.011% | |
5/3/2024 | Rehmann Capital Advisory Group | 10,973 | $1.21M | 0.1% | +4.6% | 0.006% | |
5/3/2024 | United Community Bank | 8,172 | $903K | 0.4% | -7.3% | 0.005% | |
5/3/2024 | Proficio Capital Partners LLC | 57,770 | $6.44M | 0.7% | -21.7% | 0.034% | |
5/3/2024 | Rinkey Investments | 12,853 | $1.42M | 0.5% | +0.8% | 0.008% | |
5/3/2024 | Whittier Trust Co. | 9,947 | $1.10M | 0.0% | -39.7% | 0.006% | |
5/2/2024 | Mutual Advisors LLC | 73,138 | $8.09M | 0.3% | -9.3% | 0.043% | |
5/2/2024 | Salomon & Ludwin LLC | 13,250 | $1.47M | 0.1% | +4.5% | 0.008% | |
5/2/2024 | FinTrust Capital Advisors LLC | 1,905 | $211K | 0.0% | +110.5% | 0.001% | |
5/2/2024 | Choreo LLC | 30,304 | $3.35M | 0.1% | -73.3% | 0.018% | |
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If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE…
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5/2/2024 | High Note Wealth LLC | 5,869 | $649K | 0.2% | -4.6% | 0.003% | |
5/1/2024 | KFA Private Wealth Group LLC | 218,091 | $24.11M | 7.5% | +6.0% | 0.129% | |
5/1/2024 | 1834 Investment Advisors Co. | 38,273 | $4.23M | 0.5% | +7.3% | 0.023% | |
5/1/2024 | Janney Montgomery Scott LLC | 227,517 | $25.15M | 0.1% | +13.8% | 0.134% | |
5/1/2024 | BNP Paribas Financial Markets | 211,798 | $23.41M | 0.0% | +70.2% | 0.125% | |
5/1/2024 | Precision Wealth Strategies LLC | 17,023 | $1.88M | 1.8% | -7.5% | 0.010% | |
5/1/2024 | Sequoia Financial Advisors LLC | 54,429 | $6.02M | 0.1% | -54.0% | 0.032% | |
5/1/2024 | Diversify Advisory Services LLC | 18,596 | $2.05M | 0.1% | N/A | 0.011% | |
4/30/2024 | Private Advisor Group LLC | 57,485 | $6.35M | 0.0% | +65.9% | 0.034% | |
4/30/2024 | J.W. Cole Advisors Inc. | 51,026 | $5.64M | 0.3% | +1.2% | 0.030% | |