5/16/2024 | Jane Street Group LLC | 1,538,886 | $38.04M | 0.0% | +174.7% | 0.991% | |
5/16/2024 | Vawter Financial Ltd. | 290,510 | $7.18M | 5.2% | +3.1% | 0.187% | |
5/16/2024 | WPWealth LLP | 715,039 | $17.68M | 4.6% | +10.0% | 0.460% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 330,770 | $8.18M | 0.8% | +0.3% | 0.213% | |
5/15/2024 | Linscomb Wealth Inc. | 67,319 | $1.66M | 0.1% | N/A | 0.043% | |
5/14/2024 | EP Wealth Advisors LLC | 13,576 | $336K | 0.0% | -16.9% | 0.009% | |
|
5/14/2024 | OLD Mission Capital LLC | 449,926 | $11.12M | 0.2% | +144.0% | 0.290% | |
5/14/2024 | CreativeOne Wealth LLC | 111,454 | $2.76M | 0.1% | +137.8% | 0.072% | |
5/14/2024 | Andrews Lucia Wealth Management LLC | 131,289 | $3.25M | 2.3% | +6.7% | 0.085% | |
5/14/2024 | Sax Wealth Advisors LLC | 119,629 | $2.96M | 0.3% | -32.3% | 0.077% | |
5/14/2024 | Northwest Wealth Management LLC | 71,663 | $1.77M | 0.5% | +127.6% | 0.046% | |
5/13/2024 | Index Fund Advisors Inc. | 313,585 | $7.75M | 0.4% | +13.2% | 0.202% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 16,532 | $409K | 0.0% | N/A | 0.011% | |
5/11/2024 | Jacobi Capital Management LLC | 43,447 | $1.07M | 0.1% | +192.1% | 0.028% | |
5/10/2024 | ARK & TLK Investments LLC | 31,798 | $786K | 0.3% | -3.4% | 0.021% | |
5/9/2024 | Kure Advisory LLC | 199,096 | $4.92M | 4.2% | +7.3% | 0.131% | |
5/9/2024 | Brighton Jones LLC | 393,687 | $9.73M | 0.4% | +9.1% | 0.260% | |
5/9/2024 | Ledyard National Bank | 775,187 | $19.16M | 1.9% | +3.7% | 0.511% | |
5/8/2024 | Avantax Advisory Services Inc. | 403,053 | $9.96M | 0.1% | N/A | 0.266% | |
5/8/2024 | Tranquility Partners LLC | 20,445 | $505K | 0.2% | +8.4% | 0.013% | |
5/8/2024 | Seven Springs Wealth Group LLC | 52,548 | $1.30M | 0.5% | -3.4% | 0.035% | |
5/7/2024 | Bedel Financial Consulting Inc. | 542,600 | $13.41M | 2.1% | +2.0% | 0.358% | |
5/7/2024 | TCI Wealth Advisors Inc. | 448,942 | $11.10M | 1.1% | +20.5% | 0.296% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 28,501 | $705K | 0.4% | +3.8% | 0.019% | |
5/7/2024 | PFG Advisors | 110,302 | $2.73M | 0.2% | +8.1% | 0.073% | |
5/7/2024 | Wealthspire Advisors LLC | 60,048 | $1.48M | 0.0% | +4.3% | 0.040% | |
5/7/2024 | Marquette Asset Management LLC | 647,504 | $16.01M | 2.8% | +0.9% | 0.427% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,041 | $248K | 0.0% | -5.0% | 0.007% | |
5/6/2024 | Advisory Alpha LLC | 251,228 | $6.21M | 0.3% | +5.3% | 0.166% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 458,386 | $11.33M | 1.5% | +1.0% | 0.302% | |
5/3/2024 | Larson Financial Group LLC | 282,575 | $6.99M | 0.5% | -7.7% | 0.186% | |
5/3/2024 | Rehmann Capital Advisory Group | 20,564 | $508K | 0.0% | -2.7% | 0.014% | |
5/3/2024 | BCU Wealth Advisors LLC | 27,696 | $685K | 0.6% | +51.5% | 0.018% | |
5/3/2024 | AA Financial Advisors LLC | 133,809 | $3.31M | 1.3% | +35.8% | 0.088% | |
5/2/2024 | First Command Advisory Services Inc. | 42,887 | $1.06M | 0.0% | -29.8% | 0.028% | |
5/2/2024 | USAdvisors Wealth Management LLC | 20,307 | $500K | 0.2% | +6.4% | 0.013% | |
5/2/2024 | Blume Capital Management Inc. | 5,800 | $143K | 0.0% | +59.8% | 0.004% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 12,355 | $305K | 0.3% | -19.1% | 0.008% | |
5/1/2024 | Tanager Wealth Management LLP | 32,057 | $792K | 0.1% | +12.4% | 0.021% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 16,558 | $409K | 0.1% | -4.6% | 0.011% | |
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5/1/2024 | Blue Trust Inc. | 64,727 | $1.60M | 0.0% | +25.8% | 0.043% | |
5/1/2024 | Colony Family Offices LLC | 520,146 | $12.86M | 4.2% | +9.5% | 0.343% | |
5/1/2024 | Mission Wealth Management LP | 1,573,081 | $38.89M | 1.0% | +13.5% | 1.038% | |
5/1/2024 | Bridgewater Advisors Inc. | 314,919 | $7.79M | 1.2% | +11.4% | 0.208% | |
5/1/2024 | Envision Financial Planning LLC | 407,999 | $10.09M | 8.1% | +15.7% | 0.269% | |
5/1/2024 | Sequoia Financial Advisors LLC | 58,317 | $1.44M | 0.0% | -25.9% | 0.038% | |
5/1/2024 | DecisionPoint Financial LLC | 207,910 | $5.17M | 2.1% | +2.3% | 0.137% | |
4/30/2024 | Private Advisor Group LLC | 228,766 | $5.66M | 0.0% | +4.1% | 0.151% | |
4/30/2024 | North Star Investment Management Corp. | 3,504 | $87K | 0.0% | N/A | 0.002% | |
4/30/2024 | Saxony Capital Management LLC | 95,160 | $2.35M | 2.8% | +5.2% | 0.063% | |
4/30/2024 | Valued Wealth Advisors LLC | 52,229 | $1.29M | 0.9% | -81.1% | 0.034% | |
4/30/2024 | Perigon Wealth Management LLC | 542,944 | $13.42M | 0.4% | +25.7% | 0.358% | |
4/30/2024 | Lakeridge Wealth Management LLC | 8,209 | $203K | 0.1% | -10.2% | 0.005% | |
4/30/2024 | Investment Advisory Group LLC | 18,891 | $467K | 0.2% | -18.5% | 0.012% | |
4/29/2024 | Commonwealth Equity Services LLC | 305,303 | $7.55M | 0.0% | -50.5% | 0.201% | |
4/29/2024 | American Capital Advisory LLC | 33,026 | $760K | 0.6% | -39.7% | 0.022% | |
4/29/2024 | PBMares Wealth Management LLC | 311,026 | $7.69M | 2.0% | +18.1% | 0.205% | |
4/29/2024 | RAM Investment Partners LLC | 808,149 | $19.98M | 6.3% | +6.7% | 0.533% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 286,114 | $7.07M | 1.9% | +18.1% | 0.189% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 112,367 | $2.78M | 1.0% | +10.7% | 0.074% | |
4/27/2024 | Millburn Ridgefield Corp | 1,778,007 | $43.95M | 1.2% | +11.5% | 1.173% | |
4/26/2024 | Pinnacle Associates Ltd. | 214,085 | $5.29M | 0.1% | -0.6% | 0.141% | |
4/26/2024 | Plan Group Financial LLC | 281,197 | $6.95M | 4.6% | +15.4% | 0.185% | |
4/26/2024 | RCS Financial Planning LLC | 102,202 | $2.53M | 1.6% | -3.5% | 0.067% | |
4/26/2024 | MBA Advisors LLC | 56,205 | $1.39M | 0.7% | +9.7% | 0.037% | |
4/26/2024 | Quantum Financial Advisors LLC | 157,842 | $3.90M | 0.7% | -8.3% | 0.104% | |
4/26/2024 | Heritage Wealth Management Inc. Texas | 140,214 | $3.47M | 2.3% | +2.0% | 0.092% | |
4/26/2024 | Claris Advisors LLC MO | 72,709 | $1.80M | 0.9% | +18.7% | 0.048% | |
4/25/2024 | Capital Investment Advisory Services LLC | 40,115 | $992K | 0.1% | +6.0% | 0.026% | |
4/25/2024 | Valeo Financial Advisors LLC | 23,624 | $579K | 0.0% | +57.4% | 0.016% | |
4/25/2024 | Keb Asset Management LLC | 142,869 | $3.53M | 1.2% | +1.6% | 0.094% | |
4/24/2024 | 1900 Wealth Management LLC | 127,850 | $3.16M | 0.3% | -47.1% | 0.084% | |
4/24/2024 | Oceanside Advisors LLC | 188,002 | $4.65M | 3.8% | +2.6% | 0.124% | |
4/24/2024 | SOL Capital Management CO | 366,249 | $9.05M | 1.1% | +0.7% | 0.242% | |
4/24/2024 | Waypoint Wealth Partners Inc. | 107,425 | $2.66M | 0.8% | -4.4% | 0.071% | |
4/24/2024 | Archford Capital Strategies LLC | 172,988 | $4.28M | 0.7% | N/A | 0.114% | |
4/24/2024 | Spire Wealth Management | 18,146 | $449K | 0.0% | +5.3% | 0.012% | |
4/24/2024 | Midwest Heritage Bank FSB | 173,583 | $4.29M | 2.3% | +77.5% | 0.115% | |
4/23/2024 | Creative Capital Management Investments LLC | 458,440 | $11.33M | 5.9% | +7.9% | 0.302% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 752,500 | $18.60M | 0.0% | -41.0% | 0.794% | |
4/23/2024 | Sutton Place Investors LLC | 148,059 | $3.66M | 1.8% | +26.5% | 0.156% | |
4/22/2024 | Towneley Capital Management Inc DE | 284,743 | $7.04M | 1.7% | +0.6% | 0.300% | |
4/22/2024 | Arista Wealth Management LLC | 187,847 | $4.64M | 3.5% | -61.6% | 0.198% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 56,759 | $1.40M | 0.5% | +16.1% | 0.060% | |
4/22/2024 | Parsons Capital Management Inc. RI | 16,391 | $405K | 0.0% | -16.4% | 0.017% | |
4/22/2024 | Drive Wealth Management LLC | 23,856 | $590K | 0.2% | -12.8% | 0.025% | |
4/22/2024 | Sollinda Capital Management LLC | 42,478 | $1.05M | 0.3% | +13.2% | 0.045% | |
4/19/2024 | Marshall Financial Group LLC | 14,155 | $350K | 0.1% | -40.6% | 0.015% | |
4/19/2024 | Level Financial Advisors | 138,417 | $3.42M | 1.6% | -7.5% | 0.146% | |
4/19/2024 | Fort Henry Capital LLC | 142,949 | $3.53M | 2.6% | +11.5% | 0.151% | |
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Saying “The U.S. Dollar will be worth NOTHING…”
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4/19/2024 | True Link Financial Advisors LLC | 1,431,811 | $35.39M | 3.4% | +4.0% | 1.510% | |
4/19/2024 | TCP Asset Management LLC | 346,741 | $8.57M | 2.3% | +27.9% | 0.366% | |
4/19/2024 | Yoder Wealth Management Inc. | 67,055 | $1.66M | 1.1% | +9.1% | 0.071% | |
4/19/2024 | AWM Capital LLC | 376,983 | $9.32M | 1.6% | -5.3% | 0.398% | |
4/18/2024 | Integrity Wealth Solutions LLC | 150,982 | $3.73M | 2.4% | +0.7% | 0.159% | |
4/18/2024 | tru Independence LLC | 209,419 | $5.18M | 1.5% | -19.7% | 0.221% | |
4/18/2024 | Morris Financial Concepts Inc. | 5,774 | $143K | 0.1% | +17.2% | 0.006% | |
4/18/2024 | Chico Wealth RIA | 351,820 | $8.70M | 8.2% | +6.0% | 0.371% | |
4/18/2024 | Aviance Capital Partners LLC | 64,820 | $1.60M | 0.2% | +21.1% | 0.068% | |
4/18/2024 | Pettinga Financial Advisors LLC | 111,326 | $2.75M | 0.7% | +546.7% | 0.117% | |