5/7/2024 | Primoris Wealth Advisors LLC | 12,500 | $153K | 0.1% | +25.0% | 0.017% | |
5/2/2024 | Mutual Advisors LLC | 144,228 | $1.77M | 0.1% | +3.8% | 0.197% | |
5/1/2024 | Janney Montgomery Scott LLC | 132,872 | $1.63M | 0.0% | +1.3% | 0.182% | |
4/30/2024 | Van ECK Associates Corp | 437,708 | $5.36M | 0.0% | -15.3% | 0.599% | |
4/30/2024 | WealthBridge Capital Management LLC | 29,065 | $356K | 0.1% | +54.9% | 0.040% | |
4/29/2024 | RWA Wealth Partners LLC | 49,628 | $608K | 0.0% | N/A | 0.068% | |
|
4/26/2024 | UMB Bank n.a. | 2,751 | $34K | 0.0% | -27.6% | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 120,403 | $1.48M | 0.0% | +32.5% | 0.165% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 512,353 | $6.28M | 0.3% | -0.6% | 0.701% | |
4/16/2024 | Indiana Trust & Investment Management CO | 165,454 | $2.03M | 0.8% | -5.7% | 0.226% | |
4/4/2024 | Moody National Bank Trust Division | 11,903 | $146K | 0.0% | -27.6% | 0.016% | |
3/27/2024 | Nomura Holdings Inc. | 10,550 | $129K | 0.0% | N/A | 0.014% | |
3/8/2024 | ICA Group Wealth Management LLC | 4,400 | $54K | 0.0% | N/A | 0.006% | |
2/26/2024 | Virtu Financial LLC | 14,946 | $182K | 0.0% | N/A | 0.020% | |
2/14/2024 | Vivaldi Capital Management LP | 144,594 | $1.76M | 0.5% | -35.7% | 0.198% | |
2/13/2024 | Cornerstone Advisory LLC | 890,576 | $10.86M | 1.7% | +51.3% | 1.219% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 54,835 | $668K | 0.0% | +18.4% | 0.075% | |
2/9/2024 | Journey Strategic Wealth LLC | 16,846 | $205K | 0.0% | -61.6% | 0.023% | |
2/9/2024 | Wells Fargo & Company MN | 749,958 | $9.14M | 0.0% | +21.8% | 1.026% | |
2/9/2024 | UBS Group AG | 1,090,800 | $13.30M | 0.0% | -9.9% | 1.493% | |
2/8/2024 | Robinson Capital Management LLC | 769,871 | $9.49M | 3.4% | +28.1% | 1.053% | |
2/8/2024 | Fiera Capital Corp | 859,502 | $10.48M | 0.0% | +8.3% | 1.176% | |
2/8/2024 | Janney Montgomery Scott LLC | 131,111 | $1.60M | 0.0% | -11.5% | 0.179% | |
2/7/2024 | Principal Securities Inc. | 21,763 | $265K | 0.0% | N/A | 0.030% | |
2/6/2024 | Private Advisor Group LLC | 12,837 | $156K | 0.0% | +8.5% | 0.018% | |
2/6/2024 | Summit Trail Advisors LLC | 29,670 | $345K | 0.0% | N/A | 0.041% | |
2/6/2024 | Spire Wealth Management | 14,461 | $173K | 0.0% | +164.8% | 0.020% | |
2/5/2024 | Van ECK Associates Corp | 516,565 | $6.30M | 0.0% | +8.5% | 0.707% | |
2/2/2024 | Truist Financial Corp | 58,203 | $709K | 0.0% | -20.4% | 0.080% | |
2/2/2024 | Alesco Advisors LLC | 12,387 | $151K | 0.0% | N/A | 0.017% | |
1/31/2024 | Wheelhouse Advisory Group LLC | 14,100 | $172K | 0.2% | N/A | 0.019% | |
1/30/2024 | Tyche Wealth Partners LLC | 16,729 | $204K | 0.0% | N/A | 0.023% | |
1/25/2024 | International Assets Investment Management LLC | 10,362 | $1.26M | 0.0% | N/A | 0.014% | |
1/24/2024 | Stratos Wealth Partners LTD. | 15,100 | $184K | 0.0% | N/A | 0.021% | |
1/24/2024 | International Assets Investment Management LLC | 10,362 | $1.26M | 0.0% | N/A | 0.014% | |
1/24/2024 | Private Trust Co. NA | 4,521 | $55K | 0.0% | N/A | 0.006% | |
1/22/2024 | Regatta Capital Group LLC | 43,750 | $533K | 0.1% | -2.2% | 0.060% | |
1/16/2024 | Simon Quick Advisors LLC | 18,662 | $227K | 0.0% | +7.2% | 0.026% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 90,872 | $1.11M | 0.0% | +36.7% | 0.124% | |
1/16/2024 | Raymond James & Associates | 156,590 | $1.91M | 0.0% | +3.2% | 0.214% | |
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1/11/2024 | Moody National Bank Trust Division | 16,439 | $200K | 0.0% | +9.9% | 0.022% | |
1/11/2024 | OneAscent Financial Services LLC | 13,895 | $169K | 0.0% | N/A | 0.019% | |
1/5/2024 | Capital Investment Advisors LLC | 21,070 | $257K | 0.0% | -6.6% | 0.029% | |
1/2/2024 | Anchor Investment Management LLC | 5,981 | $73K | 0.0% | N/A | 0.008% | |
11/15/2023 | Advisors Asset Management Inc. | 227,082 | $2.32M | 0.1% | +21.3% | 0.311% | |
11/14/2023 | AQR Arbitrage LLC | 421,374 | $4.31M | 0.2% | +99.6% | 0.577% | |
11/14/2023 | Robinson Capital Management LLC | 601,187 | $6.25M | 2.8% | +7.8% | 0.823% | |
11/14/2023 | Mutual Advisors LLC | 139,786 | $1.43M | 0.1% | -1.1% | 0.191% | |
11/13/2023 | Ranch Capital Advisors Inc. | 14,395 | $147K | 0.1% | -36.3% | 0.020% | |
11/13/2023 | Bramshill Investments LLC | 7,454 | $76K | 0.0% | -61.5% | 0.010% | |
11/13/2023 | Wolverine Asset Management LLC | 7,298 | $75K | 0.0% | N/A | 0.010% | |
11/13/2023 | PNC Financial Services Group Inc. | 19,986 | $204K | 0.0% | -18.4% | 0.027% | |
11/9/2023 | Fiera Capital Corp | 793,350 | $8.12M | 0.0% | +2.3% | 1.086% | |
11/9/2023 | UBS Group AG | 1,210,998 | $12.39M | 0.0% | -4.6% | 1.657% | |
11/8/2023 | HighTower Advisors LLC | 92,207 | $944K | 0.0% | -1.1% | 0.126% | |
11/8/2023 | Van ECK Associates Corp | 475,927 | $4.87M | 0.0% | -3.0% | 0.651% | |
11/8/2023 | Janney Montgomery Scott LLC | 148,123 | $1.52M | 0.0% | -17.3% | 0.203% | |
11/8/2023 | Journey Strategic Wealth LLC | 43,846 | $449K | 0.0% | +19.0% | 0.060% | |
11/8/2023 | Landscape Capital Management L.L.C. | 44,055 | $451K | 0.1% | +22.2% | 0.060% | |
11/8/2023 | Spire Wealth Management | 5,461 | $56K | 0.0% | -25.7% | 0.007% | |
11/8/2023 | Oppenheimer & Co. Inc. | 10,365 | $106K | 0.0% | N/A | 0.014% | |
11/6/2023 | Greytown Advisors Inc. | 62,134 | $638K | 0.4% | +7.4% | 0.085% | |
11/4/2023 | NBC Securities Inc. | 3,194 | $32K | 0.0% | N/A | 0.004% | |
11/3/2023 | Private Advisor Group LLC | 11,836 | $121K | 0.0% | -10.7% | 0.016% | |
11/2/2023 | JFS Wealth Advisors LLC | 201,977 | $2.07M | 0.2% | -0.5% | 0.276% | |
10/30/2023 | Melfa Wealth Management LLC | 200,245 | $2.05M | 2.1% | -1.1% | 0.274% | |
10/30/2023 | Arete Wealth Advisors LLC | 326,300 | $3.34M | 0.6% | +2.2% | 0.446% | |
10/30/2023 | Regatta Capital Group LLC | 44,726 | $458K | 0.1% | -22.9% | 0.061% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 536,485 | $5.49M | 0.3% | +7.0% | 0.734% | |
10/25/2023 | Brown Advisory Inc. | 16,265 | $166K | 0.0% | +6.7% | 0.022% | |
10/24/2023 | Simon Quick Advisors LLC | 17,416 | $178K | 0.0% | N/A | 0.024% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 66,484 | $680K | 0.0% | -3.2% | 0.091% | |
10/24/2023 | Raymond James & Associates | 151,759 | $1.55M | 0.0% | +19.6% | 0.208% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 75,720 | $775K | 0.0% | -16.9% | 0.104% | |
10/23/2023 | Commonwealth Equity Services LLC | 106,060 | $1.09M | 0.0% | +7.2% | 0.145% | |
10/16/2023 | Capital Investment Advisors LLC | 22,567 | $231K | 0.0% | -13.0% | 0.031% | |
10/12/2023 | Moody National Bank Trust Division | 14,960 | $153K | 0.0% | +45.8% | 0.020% | |
10/10/2023 | Wealth Alliance Advisory Group LLC | 14,689 | $150K | 0.0% | N/A | 0.020% | |
10/10/2023 | Indiana Trust & Investment Management CO | 175,454 | $1.80M | 0.9% | N/A | 0.240% | |
9/12/2023 | Farther Finance Advisors LLC | 8,112 | $94K | 0.0% | N/A | 0.011% | |
8/21/2023 | VisionPoint Advisory Group LLC | 2,336 | $27K | 0.0% | N/A | 0.003% | |
8/15/2023 | Rivernorth Capital Management LLC | 2,027,444 | $23.46M | 1.2% | +30.1% | 2.774% | |
8/15/2023 | Journey Strategic Wealth LLC | 36,846 | $426K | 0.0% | +19.5% | 0.050% | |
8/15/2023 | Cohen & Steers Inc. | 153,689 | $1.78M | 0.0% | +51.9% | 0.210% | |
8/11/2023 | Karpus Management Inc. | 388,803 | $4.50M | 0.1% | -0.3% | 0.532% | |
8/11/2023 | Guggenheim Capital LLC | 742,876 | $8.60M | 0.1% | +13.4% | 1.017% | |
8/10/2023 | Private Advisor Group LLC | 13,249 | $153K | 0.0% | -29.8% | 0.018% | |
8/10/2023 | Sit Investment Associates Inc. | 142,371 | $1.65M | 0.0% | -9.7% | 0.195% | |
8/9/2023 | Fiera Capital Corp | 775,531 | $8.97M | 0.0% | +15.7% | 1.061% | |
8/9/2023 | Robinson Capital Management LLC | 557,501 | $6.50M | 2.9% | +20.2% | 0.763% | |
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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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8/4/2023 | IFP Advisors Inc | 2,771 | $39K | 0.0% | -50.0% | 0.004% | |
8/3/2023 | Van ECK Associates Corp | 490,662 | $5.68M | 0.0% | +2.5% | 0.671% | |
8/2/2023 | Bank of Montreal Can | 63,779 | $845K | 0.0% | N/A | 0.087% | |
8/1/2023 | Truist Financial Corp | 107,800 | $1.25M | 0.0% | -14.9% | 0.148% | |
8/1/2023 | WealthBridge Capital Management LLC | 13,675 | $158K | 0.1% | +7.1% | 0.019% | |
7/31/2023 | LPL Financial LLC | 116,900 | $1.35M | 0.0% | +25.7% | 0.160% | |
7/27/2023 | Mackay Shields LLC | 357,837 | $4.14M | 0.1% | -22.3% | 0.490% | |
7/26/2023 | Janney Montgomery Scott LLC | 179,151 | $2.07M | 0.0% | -11.9% | 0.245% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 68,697 | $795K | 0.0% | -16.9% | 0.094% | |
7/25/2023 | Raymond James & Associates | 126,845 | $1.47M | 0.0% | -0.9% | 0.174% | |