5/30/2024 | Cambridge Trust Co. | 1,757 | $699K | 0.0% | -11.7% | 0.002% | |
5/29/2024 | Garde Capital Inc. | 760 | $302K | 0.0% | +5.4% | 0.001% | |
5/24/2024 | Cetera Advisor Networks LLC | 78,804 | $31.35M | 0.2% | +7.4% | 0.093% | |
5/24/2024 | Cetera Advisors LLC | 70,702 | $28.12M | 0.2% | +130.7% | 0.084% | |
5/22/2024 | Burney Co. | 1,416 | $563K | 0.0% | -10.0% | 0.002% | |
5/22/2024 | First City Capital Management Inc. | 2,392 | $952K | 0.5% | +2.4% | 0.003% | |
|
5/21/2024 | Atria Investments Inc | 118,206 | $47.02M | 0.6% | -2.7% | 0.140% | |
5/21/2024 | LRI Investments LLC | 63 | $25K | 0.0% | N/A | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 854 | $340K | 0.0% | N/A | 0.001% | |
5/20/2024 | Pacific Center for Financial Services | 832 | $331K | 0.1% | -28.3% | 0.001% | |
5/17/2024 | Vima LLC | 468 | $186K | 0.1% | -9.5% | 0.001% | |
5/17/2024 | Kozak & Associates Inc. | 873 | $349K | 0.1% | +11.8% | 0.001% | |
5/17/2024 | XML Financial LLC | 2,108 | $838K | 0.1% | +30.5% | 0.002% | |
5/17/2024 | Beacon Capital Management LLC | 83,405 | $33.18M | 6.8% | +2.2% | 0.099% | |
5/17/2024 | Comerica Bank | 25,427 | $10.11M | 0.0% | -4.5% | 0.030% | |
5/17/2024 | Tidal Investments LLC | 2,458 | $978K | 0.0% | +41.8% | 0.003% | |
5/17/2024 | Clear Point Advisors Inc. | 3,426 | $1.36M | 1.1% | -2.8% | 0.004% | |
5/17/2024 | Creekmur Asset Management LLC | 39,219 | $15.60M | 5.3% | -4.8% | 0.046% | |
5/16/2024 | Global Financial Private Client LLC | 1,698 | $671K | 0.3% | -3.6% | 0.002% | |
5/16/2024 | Slagle Financial LLC | 545 | $217K | 0.1% | -50.9% | 0.001% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 16,238 | $6.46M | 0.1% | +6.2% | 0.019% | |
5/16/2024 | Ancora Advisors LLC | 4,528 | $1.80M | 0.0% | +1.1% | 0.005% | |
5/16/2024 | WPWealth LLP | 996 | $396K | 0.1% | -30.6% | 0.001% | |
5/16/2024 | Waverly Advisors LLC | 4,062 | $1.62M | 0.0% | +8.3% | 0.005% | |
5/16/2024 | Captrust Financial Advisors | 75,935 | $30.20M | 0.1% | +38.3% | 0.090% | |
5/15/2024 | Flow Traders U.S. LLC | 188,623 | $75.03M | 4.0% | -51.5% | 0.223% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 65 | $26K | 0.0% | +364.3% | 0.000% | |
5/15/2024 | Kestra Advisory Services LLC | 35,728 | $14.21M | 0.1% | +7.7% | 0.042% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 84,568 | $33.64M | 0.9% | -21.0% | 0.100% | |
5/15/2024 | LRI Investments LLC | 63 | $25K | 0.0% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 375 | $149K | 0.0% | -28.6% | 0.000% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 1,041 | $414K | 0.0% | +52.0% | 0.001% | |
5/14/2024 | Toronto Dominion Bank | 4,116 | $1.64M | 0.0% | -85.0% | 0.005% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 19,570 | $7.78M | 0.5% | +0.5% | 0.023% | |
5/14/2024 | Axxcess Wealth Management LLC | 1,205 | $479K | 0.0% | +77.2% | 0.001% | |
5/14/2024 | EP Wealth Advisors LLC | 18,407 | $7.32M | 0.1% | -10.1% | 0.022% | |
5/14/2024 | CreativeOne Wealth LLC | 6,562 | $2.61M | 0.1% | +73.6% | 0.008% | |
5/14/2024 | InterOcean Capital Group LLC | 7,224 | $2.87M | 0.1% | +0.9% | 0.009% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 1,313 | $522K | 0.0% | -13.6% | 0.002% | |
5/14/2024 | Lake Street Advisors Group LLC | 2,191 | $874K | 0.0% | N/A | 0.003% | |
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5/13/2024 | O Shaughnessy Asset Management LLC | 1,536 | $611K | 0.0% | +10.9% | 0.002% | |
5/11/2024 | Beaumont Financial Advisors LLC | 2,458 | $978K | 0.1% | +24.0% | 0.003% | |
5/11/2024 | Capital Wealth Alliance LLC | 1,242 | $494K | 0.3% | +87.3% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 2,601 | $1.03M | 0.1% | +3.1% | 0.003% | |
5/11/2024 | Edgestream Partners L.P. | 6,347 | $2.53M | 0.1% | -49.2% | 0.008% | |
5/11/2024 | Patten & Patten Inc. TN | 891 | $354K | 0.0% | +7.2% | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 309,346 | $123.07M | 0.3% | +7.9% | 0.371% | |
5/10/2024 | Rodgers & Associates LTD | 548 | $218K | 0.0% | -26.7% | 0.001% | |
5/10/2024 | TIAA Trust National Association | 3,099 | $1.23M | 0.0% | -0.8% | 0.004% | |
5/10/2024 | Spirepoint Private Client LLC | 590 | $235K | 0.0% | N/A | 0.001% | |
5/10/2024 | Councilmark Asset Management LLC | 650 | $259K | 0.2% | N/A | 0.001% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 79,224 | $31.51M | 5.1% | N/A | 0.095% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 997 | $397K | 0.1% | N/A | 0.001% | |
5/10/2024 | Banco Santander S.A. | 1,954 | $777K | 0.0% | +224.6% | 0.002% | |
5/10/2024 | Tocqueville Asset Management L.P. | 3,750 | $1.49M | 0.0% | -4.3% | 0.004% | |
5/10/2024 | Motco | 3,198 | $1.27M | 0.1% | -6.0% | 0.004% | |
5/10/2024 | Nwam LLC | 10,807 | $4.22M | 0.3% | -12.8% | 0.013% | |
5/10/2024 | Banco BTG Pactual S.A. | 823 | $327K | 0.1% | +22.3% | 0.001% | |
5/9/2024 | Brighton Jones LLC | 10,907 | $4.34M | 0.2% | +0.6% | 0.013% | |
5/9/2024 | Private Portfolio Partners LLC | 2,749 | $1.09M | 0.2% | +9.8% | 0.003% | |
5/9/2024 | Orion Portfolio Solutions LLC | 5,565 | $2.21M | 0.0% | +2.8% | 0.007% | |
5/9/2024 | Blair William & Co. IL | 33,259 | $13.23M | 0.0% | -17.3% | 0.040% | |
5/9/2024 | HBK Sorce Advisory LLC | 2,572 | $1.02M | 0.0% | +11.8% | 0.003% | |
5/9/2024 | Kingsview Wealth Management LLC | 2,867 | $1.14M | 0.0% | +9.1% | 0.003% | |
5/9/2024 | JDM Financial Group LLC | 1,772 | $705K | 0.5% | -27.6% | 0.002% | |
5/9/2024 | SageView Advisory Group LLC | 3,041 | $1.21M | 0.1% | +159.2% | 0.004% | |
5/9/2024 | Fortis Capital Advisors LLC | 517 | $206K | 0.1% | N/A | 0.001% | |
5/9/2024 | XR Securities LLC | 5,735 | $2.28M | 0.1% | N/A | 0.007% | |
5/9/2024 | Rogco LP | 387 | $154K | 0.1% | N/A | 0.000% | |
5/9/2024 | Koshinski Asset Management Inc. | 4,403 | $1.75M | 0.2% | +121.8% | 0.005% | |
5/8/2024 | Berkshire Money Management Inc. | 196,642 | $78.22M | 9.4% | -2.1% | 0.236% | |
5/8/2024 | Camarda Financial Advisors LLC | 28,169 | $11.21M | 4.5% | N/A | 0.034% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 327 | $130K | 0.0% | -18.0% | 0.000% | |
5/8/2024 | Cozad Asset Management Inc. | 3,806 | $1.51M | 0.2% | +2.5% | 0.005% | |
5/8/2024 | Bleakley Financial Group LLC | 3,622 | $1.44M | 0.0% | +69.2% | 0.004% | |
5/8/2024 | Heritage Wealth Advisors | 674 | $268K | 0.0% | -5.6% | 0.001% | |
5/8/2024 | Avantax Advisory Services Inc. | 46,004 | $18.30M | 0.2% | +2.3% | 0.055% | |
5/8/2024 | US Bancorp DE | 8,240 | $3.28M | 0.0% | -4.2% | 0.010% | |
5/8/2024 | Russell Investments Group Ltd. | 140 | $56K | 0.0% | -19.5% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 3,226 | $1.28M | 0.0% | +385.8% | 0.004% | |
5/8/2024 | Inspire Advisors LLC | 553 | $220K | 0.0% | -29.0% | 0.001% | |
5/8/2024 | Thoroughbred Financial Services LLC | 10,120 | $4.03M | 0.4% | -25.2% | 0.012% | |
5/7/2024 | Verus Capital Partners LLC | 3,627 | $1.44M | 0.2% | -2.7% | 0.004% | |
5/7/2024 | Choate Investment Advisors | 1,441 | $573K | 0.0% | N/A | 0.002% | |
5/7/2024 | Sfmg LLC | 566 | $225K | 0.0% | -15.0% | 0.001% | |
5/7/2024 | American Planning Services Inc. | 2,223 | $884K | 0.6% | -4.3% | 0.003% | |
5/7/2024 | Quantum Private Wealth LLC | 1,352 | $538K | 0.2% | -18.2% | 0.002% | |
5/7/2024 | Stonebrook Private Inc. | 2,100 | $835K | 0.2% | +24.1% | 0.003% | |
5/7/2024 | Concurrent Investment Advisors LLC | 68,293 | $27.16M | 1.1% | +64.2% | 0.082% | |
5/7/2024 | Atomi Financial Group Inc. | 5,334 | $2.12M | 0.2% | +7.6% | 0.006% | |
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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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5/7/2024 | WealthPLAN Partners LLC | 831 | $330K | 0.0% | +29.2% | 0.001% | |
5/7/2024 | NTV Asset Management LLC | 21,940 | $8.73M | 1.3% | -8.8% | 0.026% | |
5/7/2024 | Highland Capital Management LLC | 1,200 | $477K | 0.0% | +20.0% | 0.001% | |
5/7/2024 | Capital Wealth Planning LLC | 26,530 | $10.55M | 0.1% | -86.4% | 0.032% | |
5/7/2024 | PFG Advisors | 977 | $389K | 0.0% | +3.3% | 0.001% | |
5/7/2024 | Oppenheimer & Co. Inc. | 30,491 | $12.13M | 0.2% | +21.1% | 0.037% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,305 | $519K | 0.0% | -26.4% | 0.002% | |
5/7/2024 | Guardian Asset Advisors LLC | 13,279 | $5.29M | 4.4% | +5.3% | 0.016% | |
5/7/2024 | Wealthspire Advisors LLC | 6,933 | $2.76M | 0.0% | +8.3% | 0.008% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 687 | $273K | 0.1% | +17.0% | 0.001% | |