5/9/2024 | Endowment Wealth Management Inc. | 55,588 | $611K | 0.5% | +3.7% | 0.103% | |
5/7/2024 | Concurrent Investment Advisors LLC | 41,981 | $462K | 0.0% | -5.4% | 0.078% | |
5/7/2024 | Atomi Financial Group Inc. | 14,761 | $162K | 0.0% | +8.6% | 0.027% | |
5/7/2024 | WealthPLAN Partners LLC | 528,464 | $5.81M | 0.6% | +2.9% | 0.982% | |
5/3/2024 | Catalina Capital Group LLC | 14,165 | $156K | 0.1% | N/A | 0.026% | |
5/1/2024 | Diversify Advisory Services LLC | 13,116 | $145K | 0.0% | N/A | 0.024% | |
|
4/30/2024 | Private Advisor Group LLC | 79,763 | $877K | 0.0% | -6.6% | 0.148% | |
4/30/2024 | Van ECK Associates Corp | 1,069,799 | $11.77M | 0.0% | +7.6% | 1.987% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 24,564 | $270K | 0.2% | +62.9% | 0.046% | |
4/30/2024 | Arkadios Wealth Advisors | 310,181 | $3.41M | 0.3% | -1.2% | 0.576% | |
4/29/2024 | Commonwealth Equity Services LLC | 326,469 | $3.59M | 0.0% | +20.1% | 0.606% | |
4/26/2024 | YHB Investment Advisors Inc. | 2,422 | $27K | 0.0% | N/A | 0.004% | |
4/25/2024 | Triumph Capital Management | 17,386 | $193K | 0.1% | -42.6% | 0.032% | |
4/23/2024 | Strategic Blueprint LLC | 18,193 | $200K | 0.0% | -28.7% | 0.034% | |
4/22/2024 | PFG Investments LLC | 10,123 | $111K | 0.0% | N/A | 0.019% | |
4/18/2024 | Kowal Investment Group LLC | 27,290 | $300K | 0.1% | +3.7% | 0.051% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 295,387 | $3.25M | 0.2% | +42.0% | 0.549% | |
4/15/2024 | Brookstone Capital Management | 18,898 | $208K | 0.0% | -15.8% | 0.035% | |
4/12/2024 | Ignite Planners LLC | 16,217 | $180K | 0.1% | -12.0% | 0.030% | |
4/11/2024 | Cooper Financial Group | 57,113 | $628K | 0.1% | -6.3% | 0.106% | |
4/11/2024 | International Assets Investment Management LLC | 104,117 | $1.16M | 0.0% | +33.9% | 0.193% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 36,042 | $408K | 0.2% | +19.3% | 0.067% | |
3/26/2024 | HighPoint Advisor Group LLC | 158,004 | $1.68M | 0.1% | N/A | 0.293% | |
3/25/2024 | Quadrature Capital Ltd | 117,710 | $1.33M | 0.0% | +92.7% | 0.219% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 15,082 | $171K | 0.1% | N/A | 0.028% | |
3/6/2024 | SageView Advisory Group LLC | 14,933 | $171K | 0.0% | -10.8% | 0.028% | |
3/1/2024 | Creekmur Asset Management LLC | 3,757 | $42K | 0.0% | N/A | 0.007% | |
2/15/2024 | Bulldog Investors LLP | 1,032,248 | $11.68M | 3.8% | +3.1% | 1.901% | |
2/14/2024 | Quadrature Capital Ltd | 117,710 | $1.33M | 0.0% | +92.7% | 0.217% | |
2/13/2024 | Cetera Advisor Networks LLC | 376,271 | $4.26M | 0.0% | -5.5% | 0.693% | |
2/12/2024 | Cape Investment Advisory Inc. | 41,165 | $466K | 0.2% | +113.7% | 0.076% | |
2/9/2024 | Eagle Global Advisors LLC | 23,920 | $271K | 0.0% | +23.0% | 0.044% | |
2/9/2024 | Tidemark LLC | 2,301 | $26K | 0.0% | N/A | 0.004% | |
2/9/2024 | Trexquant Investment LP | 28,076 | $318K | 0.0% | N/A | 0.052% | |
2/8/2024 | Beacon Pointe Advisors LLC | 35,828 | $405K | 0.0% | -6.6% | 0.066% | |
2/7/2024 | Jump Financial LLC | 47,000 | $532K | 0.0% | +67.3% | 0.087% | |
2/7/2024 | Endowment Wealth Management Inc. | 53,579 | $606K | 0.5% | +2.7% | 0.099% | |
2/7/2024 | Berger Financial Group Inc | 343,783 | $3.89M | 0.4% | -1.9% | 0.633% | |
2/6/2024 | Apollon Wealth Management LLC | 15,343 | $174K | 0.0% | +40.5% | 0.028% | |
2/6/2024 | Private Advisor Group LLC | 85,432 | $966K | 0.0% | -11.1% | 0.157% | |
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2/6/2024 | Wealthcare Advisory Partners LLC | 27,715 | $313K | 0.0% | -80.8% | 0.051% | |
2/6/2024 | LSV Asset Management | 5,800 | $66K | 0.0% | N/A | 0.011% | |
2/6/2024 | Great Valley Advisor Group Inc. | 20,633 | $233K | 0.0% | +51.4% | 0.038% | |
2/5/2024 | Triumph Capital Management | 30,306 | $344K | 0.1% | -17.3% | 0.056% | |
2/5/2024 | Kestra Private Wealth Services LLC | 25,365 | $287K | 0.0% | -22.6% | 0.047% | |
2/5/2024 | Van ECK Associates Corp | 993,940 | $11.24M | 0.0% | +10.3% | 1.830% | |
2/5/2024 | Silver Oak Securities Incorporated | 27,851 | $315K | 0.0% | +367.5% | 0.051% | |
2/5/2024 | Paradigm Financial Partners LLC | 144,675 | $1.64M | 0.4% | -18.7% | 0.266% | |
2/2/2024 | Atria Wealth Solutions Inc. | 82,417 | $932K | 0.0% | -7.4% | 0.152% | |
2/1/2024 | Sigma Planning Corp | 182,234 | $2.06M | 0.2% | -40.0% | 0.336% | |
2/1/2024 | CWM LLC | 13,765 | $156K | 0.0% | +56.7% | 0.025% | |
1/31/2024 | Western Wealth Management LLC | 21,505 | $243K | 0.0% | -13.8% | 0.040% | |
1/29/2024 | Koshinski Asset Management Inc. | 16,466 | $186K | 0.0% | -59.8% | 0.030% | |
1/26/2024 | Cerity Partners LLC | 24,516 | $277K | 0.0% | N/A | 0.045% | |
1/25/2024 | International Assets Investment Management LLC | 77,766 | $880K | 0.0% | +2.2% | 0.143% | |
1/25/2024 | Strategic Blueprint LLC | 25,527 | $289K | 0.0% | +6.3% | 0.047% | |
1/25/2024 | Pinkerton Retirement Specialists LLC | 782,480 | $8.85M | 1.7% | -0.1% | 1.441% | |
1/24/2024 | Arkadios Wealth Advisors | 313,877 | $3.55M | 0.3% | +3.1% | 0.578% | |
1/24/2024 | International Assets Investment Management LLC | 879,533 | $99.48M | 0.0% | +1,056.3% | 1.620% | |
1/23/2024 | Denver Wealth Management Inc. | 10,194 | $115K | 0.1% | -39.1% | 0.019% | |
1/22/2024 | Regatta Capital Group LLC | 20,457 | $231K | 0.1% | -34.8% | 0.038% | |
1/18/2024 | Global Retirement Partners LLC | 12,337 | $136K | 0.0% | -30.7% | 0.023% | |
1/17/2024 | Acorn Financial Advisory Services Inc. ADV | 262,205 | $2.97M | 0.5% | -8.0% | 0.483% | |
1/16/2024 | Wealthstar Advisors LLC | 63,144 | $714K | 0.1% | -3.1% | 0.116% | |
1/16/2024 | Cooper Financial Group | 60,982 | $690K | 0.1% | -11.9% | 0.112% | |
1/12/2024 | GPS Wealth Strategies Group LLC | 38,333 | $434K | 0.1% | -16.3% | 0.071% | |
1/11/2024 | Brookstone Capital Management | 22,445 | $254K | 0.0% | -5.0% | 0.041% | |
1/9/2024 | Beacon Capital Management LLC | 34,595 | $366K | 0.1% | +15.7% | 0.064% | |
1/9/2024 | Ignite Planners LLC | 18,429 | $205K | 0.1% | -12.2% | 0.034% | |
1/5/2024 | WealthPLAN Partners LLC | 513,804 | $5.81M | 0.6% | +9.8% | 0.946% | |
1/5/2024 | WealthPlan Investment Management LLC | 11,518 | $130K | 0.0% | -97.5% | 0.021% | |
12/11/2023 | Sunbelt Securities Inc. | 3,000 | $32K | 0.0% | -47.7% | 0.006% | |
11/20/2023 | Silver Oak Securities Incorporated | 5,957 | $63K | 0.0% | -83.9% | 0.011% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 472,055 | $4.99M | 0.1% | +1,800.0% | 0.869% | |
11/16/2023 | Belpointe Asset Management LLC | 37,722 | $399K | 0.0% | -53.1% | 0.069% | |
11/15/2023 | WealthPlan Investment Management LLC | 468,122 | $4.95M | 0.6% | +883,149.1% | 0.862% | |
11/14/2023 | Quadrature Capital Ltd | 61,086 | $646K | 0.0% | +129.1% | 0.112% | |
11/14/2023 | Alpine Global Management LLC | 180,849 | $1.91M | 0.5% | +181.4% | 0.333% | |
11/13/2023 | EPG Wealth Management LLC | 22,898 | $242K | 0.1% | -35.4% | 0.042% | |
11/13/2023 | Mariner LLC | 43,539 | $460K | 0.0% | +3.8% | 0.080% | |
11/13/2023 | LPL Financial LLC | 949,385 | $10.04M | 0.0% | +1.3% | 1.748% | |
11/13/2023 | Acadian Asset Management LLC | 656,910 | $6.94M | 0.0% | +11.0% | 1.210% | |
11/13/2023 | Pinkerton Retirement Specialists LLC | 783,442 | $8.28M | 1.8% | -1.7% | 1.443% | |
11/13/2023 | PAX Financial Group LLC | 27,603 | $292K | 0.1% | -59.6% | 0.051% | |
11/13/2023 | Invesco Ltd. | 1,130,471 | $11.95M | 0.0% | -3.1% | 2.082% | |
11/13/2023 | Callodine Capital Management LP | 250,000 | $2.64M | 0.7% | +40.7% | 0.460% | |
11/13/2023 | Kestra Advisory Services LLC | 419,893 | $4.44M | 0.0% | -8.3% | 0.773% | |
11/9/2023 | Atomi Financial Group Inc. | 21,569 | $228K | 0.1% | +18.3% | 0.040% | |
11/9/2023 | Collaborative Wealth Managment Inc. | 25,763 | $272K | 0.2% | -17.0% | 0.047% | |
11/8/2023 | Huntington National Bank | 4,704 | $50K | 0.0% | N/A | 0.009% | |
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In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants.
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11/8/2023 | Van ECK Associates Corp | 901,058 | $9.52M | 0.0% | +14.2% | 1.651% | |
11/8/2023 | Redwood Financial Network Corp | 21,363 | $226K | 0.2% | +12.7% | 0.039% | |
11/8/2023 | Western Wealth Management LLC | 24,945 | $264K | 0.0% | -9.8% | 0.046% | |
11/8/2023 | Kestra Private Wealth Services LLC | 32,761 | $346K | 0.0% | -7.5% | 0.060% | |
11/7/2023 | Madison Wealth Management | 26,070 | $276K | 0.1% | +35.1% | 0.048% | |
11/7/2023 | Virtus ETF Advisers LLC | 41,848 | $442K | 0.3% | +110.7% | 0.077% | |
11/7/2023 | Jump Financial LLC | 28,100 | $297K | 0.0% | -18.3% | 0.051% | |
11/7/2023 | Great Valley Advisor Group Inc. | 13,630 | $144K | 0.0% | +8.9% | 0.025% | |
11/7/2023 | Wealthstar Advisors LLC | 65,195 | $689K | 0.3% | -9.0% | 0.119% | |
11/6/2023 | Sigma Planning Corp | 303,887 | $3.21M | 0.1% | +0.6% | 0.557% | |