7/25/2025 | CWM LLC | 87,884 | $3.76M | 0.0% | +5.1% | 1.322% | |
7/23/2025 | Spectrum Asset Management Inc. NB CA | 139,416 | $5.97M | 2.6% | +1,472.7% | 2.096% | |
7/23/2025 | REAP Financial Group LLC | 186,195 | $7.97M | 1.9% | -19.2% | 2.800% | |
7/21/2025 | Precedent Wealth Partners LLC | 113,880 | $4.88M | 1.2% | N/A | 1.712% | |
7/21/2025 | Ameritas Advisory Services LLC | 13,640 | $584K | 0.0% | -12.5% | 0.205% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 16,211 | $694K | 0.3% | -6.5% | 0.244% | |
7/18/2025 | Truist Financial Corp | 138,989 | $5.95M | 0.0% | +135.1% | 2.090% | |
7/17/2025 | Janney Montgomery Scott LLC | 132,236 | $5.66M | 0.0% | N/A | 1.989% | |
7/15/2025 | Retirement Guys Formula LLC | 4,989 | $214K | 0.1% | -17.2% | 0.075% | |
7/15/2025 | Santori & Peters Inc. | 14,713 | $630K | 0.2% | +68.4% | 0.221% | |
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7/11/2025 | Farther Finance Advisors LLC | 27,212 | $1.17M | 0.0% | -4.4% | 0.409% | |
7/10/2025 | Signal Advisors Wealth LLC | 8,586 | $368K | 0.0% | +22.9% | 0.129% | |
7/8/2025 | Advance Capital Management Inc. | 9,025 | $386K | 0.0% | -5.0% | 0.136% | |
7/7/2025 | Nova Wealth Management Inc. | 12,061 | $516K | 0.4% | +23.7% | 0.181% | |
5/29/2025 | Nova Wealth Management Inc. | 9,748 | $386K | 0.3% | -10.3% | 0.173% | |
5/14/2025 | Kestra Advisory Services LLC | 215,951 | $8.55M | 0.0% | -0.5% | 3.822% | |
5/13/2025 | Raymond James Financial Inc. | 246,605 | $9.77M | 0.0% | -50.0% | 4.365% | |
5/12/2025 | Sloy Dahl & Holst LLC | 22,580 | $894K | 0.2% | -6.8% | 0.400% | |
5/12/2025 | Integrity Financial Corp WA | 33,704 | $1.34M | 0.8% | -11.6% | 0.597% | |
5/8/2025 | Harbour Investments Inc. | 49,186 | $1.95M | 0.1% | -0.8% | 0.871% | |
5/8/2025 | Grantvest Financial Group LLC | 31,736 | $1.26M | 1.0% | -7.4% | 0.562% | |
5/6/2025 | Cetera Investment Advisers | 50,841 | $2.01M | 0.0% | -28.4% | 0.900% | |
5/6/2025 | Avantax Advisory Services Inc. | 5,746 | $228K | 0.0% | -7.8% | 0.102% | |
5/6/2025 | AE Wealth Management LLC | 6,664 | $264K | 0.0% | -39.5% | 0.118% | |
5/6/2025 | Ignite Planners LLC | 21,122 | $834K | 0.2% | -4.1% | 0.374% | |
5/5/2025 | IFP Advisors Inc | 1,570 | $62K | 0.0% | N/A | 0.028% | |
5/1/2025 | CWM LLC | 83,592 | $3.31M | 0.0% | -2.6% | 1.480% | |
4/29/2025 | Wood Tarver Financial Group LLC | 29,831 | $1.18M | 0.4% | -4.7% | 0.528% | |
4/29/2025 | Envestnet Asset Management Inc. | 75,373 | $2.99M | 0.0% | +34.8% | 1.334% | |
4/28/2025 | Mutual Advisors LLC | 23,641 | $922K | 0.0% | -3.5% | 0.418% | |
4/28/2025 | Private Trust Co. NA | 1,742 | $69K | 0.0% | -33.3% | 0.031% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 5,802 | $229K | 0.2% | +12.5% | 0.103% | |
4/24/2025 | Cambridge Advisors Inc. | 11,525 | $456K | 0.1% | -8.0% | 0.210% | |
4/23/2025 | Spire Wealth Management | 26,434 | $1.05M | 0.0% | -18.0% | 0.482% | |
4/22/2025 | Wetzel Investment Advisors Inc. | 17,347 | $687K | 0.3% | -5.6% | 0.317% | |
4/16/2025 | Spectrum Asset Management Inc. NB CA | 8,865 | $351K | 0.2% | -3.7% | 0.162% | |
4/14/2025 | Farther Finance Advisors LLC | 28,466 | $1.13M | 0.0% | +3,804.8% | 0.519% | |
4/11/2025 | Signal Advisors Wealth LLC | 6,986 | $277K | 0.0% | -35.4% | 0.127% | |
3/6/2025 | Wood Tarver Financial Group LLC | 31,293 | $1.27M | 0.4% | N/A | 0.510% | |
2/27/2025 | REAP Financial Group LLC | 248,363 | $10.12M | 2.5% | -2.0% | 6.209% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
2/25/2025 | Armis Advisers LLC | 273,519 | $11.14M | 1.4% | N/A | 6.838% | |
2/17/2025 | Cetera Investment Advisers | 71,009 | $2.89M | 0.0% | -19.3% | 1.775% | |
2/14/2025 | Jane Street Group LLC | 5,545 | $226K | 0.0% | -69.7% | 0.139% | |
2/14/2025 | Two Sigma Securities LLC | 7,629 | $311K | 0.0% | N/A | 0.191% | |
2/13/2025 | Barclays PLC | 2,538 | $103K | 0.0% | +75.0% | 0.063% | |
2/13/2025 | Townsquare Capital LLC | 9,847 | $401K | 0.0% | -29.3% | 0.246% | |
2/13/2025 | Raymond James Financial Inc. | 492,977 | $20.08M | 0.0% | N/A | 12.324% | |
2/13/2025 | Envestnet Asset Management Inc. | 55,916 | $2.28M | 0.0% | +3.2% | 1.398% | |
2/12/2025 | OLD Mission Capital LLC | 34,933 | $1.42M | 0.0% | +39.5% | 0.873% | |
2/12/2025 | JPMorgan Chase & Co. | 2,744 | $112K | 0.0% | -74.5% | 0.069% | |
2/11/2025 | Grantvest Financial Group LLC | 34,277 | $1.40M | 1.6% | N/A | 0.857% | |
2/11/2025 | LPL Financial LLC | 23,255 | $947K | 0.0% | +16.8% | 0.581% | |
2/10/2025 | IMG Wealth Management Inc. | 5,940 | $242K | 0.2% | N/A | 0.149% | |
2/10/2025 | Harbour Investments Inc. | 49,586 | $2.02M | 0.1% | -11.0% | 1.240% | |
2/10/2025 | Commonwealth Equity Services LLC | 119,042 | $4.85M | 0.0% | -2.4% | 2.976% | |
2/10/2025 | Avantax Advisory Services Inc. | 6,231 | $254K | 0.0% | -21.2% | 0.156% | |
2/10/2025 | Farther Finance Advisors LLC | 729 | $30K | 0.0% | N/A | 0.018% | |
2/6/2025 | Raymond James Financial Inc. | 492,977 | $20.08M | 0.0% | N/A | 12.324% | |
1/31/2025 | Truist Financial Corp | 47,737 | $1.95M | 0.0% | -0.5% | 1.193% | |
1/30/2025 | Hickory Asset Management Inc. | 28,841 | $1.18M | 1.0% | N/A | 0.721% | |
1/24/2025 | Spire Wealth Management | 32,219 | $1.31M | 0.0% | -42.9% | 0.805% | |
1/23/2025 | Strategic Blueprint LLC | 5,533 | $225K | 0.0% | -16.1% | 0.138% | |
1/22/2025 | Wetzel Investment Advisors Inc. | 18,379 | $749K | 0.4% | -1.4% | 0.459% | |
1/21/2025 | Precedent Wealth Partners LLC | 160,471 | $6.54M | 2.1% | +0.4% | 4.012% | |
1/21/2025 | AlphaMark Advisors LLC | 1,215 | $49K | 0.0% | -53.5% | 0.030% | |
1/17/2025 | Mutual Advisors LLC | 24,491 | $1.01M | 0.0% | -12.7% | 0.612% | |
1/15/2025 | Ameritas Advisory Services LLC | 15,592 | $635K | 0.0% | -13.3% | 0.390% | |
1/14/2025 | Signal Advisors Wealth LLC | 10,813 | $441K | 0.0% | -9.1% | 0.270% | |
12/26/2024 | JPMorgan Chase & Co. | 10,744 | $429K | 0.0% | -33.2% | 0.269% | |
11/19/2024 | Barclays PLC | 1,450 | $58K | 0.0% | N/A | 0.036% | |
11/18/2024 | Sunbelt Securities Inc. | 16,565 | $662K | 0.1% | -1.5% | 0.414% | |
11/15/2024 | Barclays PLC | 1,450 | $58K | 0.0% | N/A | 0.036% | |
11/15/2024 | Jane Street Group LLC | 18,299 | $731K | 0.0% | N/A | 0.457% | |
11/12/2024 | StoneX Group Inc. | 18,991 | $759K | 0.1% | -6.2% | 0.475% | |
11/12/2024 | Jim Saulnier & Associates LLC | 13,131 | $525K | 0.5% | N/A | 0.328% | |
11/12/2024 | Kingsview Wealth Management LLC | 91,414 | $3.65M | 0.1% | N/A | 2.285% | |
11/6/2024 | OneDigital Investment Advisors LLC | 5,084 | $203K | 0.0% | N/A | 0.127% | |
11/6/2024 | Main Street Financial Solutions LLC | 7,886 | $315K | 0.0% | -3.1% | 0.197% | |
11/5/2024 | Harbour Investments Inc. | 55,707 | $2.23M | 0.1% | -16.5% | 1.393% | |
11/1/2024 | Assetmark Inc. | 678 | $27K | 0.0% | +100.0% | 0.017% | |
11/1/2024 | Holistic Planning LLC | 5,840 | $233K | 0.1% | N/A | 0.146% | |
10/30/2024 | Wetzel Investment Advisors Inc. | 18,648 | $745K | 0.4% | -2.9% | 0.466% | |
10/25/2024 | Strategic Blueprint LLC | 6,598 | $264K | 0.0% | -47.6% | 0.165% | |
10/21/2024 | Integrity Financial Corp WA | 38,178 | $1.53M | 0.9% | +3.4% | 0.954% | |
10/21/2024 | Retirement Guys Formula LLC | 6,026 | $241K | 0.1% | -72.7% | 0.151% | |
10/18/2024 | Raymond James & Associates | 202,356 | $8.09M | 0.0% | -0.9% | 5.059% | |
10/18/2024 | Precedent Wealth Partners LLC | 159,800 | $6.39M | 2.1% | N/A | 3.995% | |
10/17/2024 | Sloy Dahl & Holst LLC | 24,215 | $968K | 0.2% | -1.3% | 0.605% | |
10/17/2024 | AlphaMark Advisors LLC | 2,615 | $105K | 0.0% | -67.0% | 0.065% | |
10/8/2024 | CWM LLC | 89,328 | $3.57M | 0.0% | -7.4% | 2.233% | |
Trump’s $100 Trillion Land Rush Is On (Ad) What Is "The US: IPO"?
You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
10/8/2024 | Sage Capital Advisors llc | 5,115 | $204K | 0.1% | -40.9% | 0.128% | |
10/8/2024 | Brookstone Capital Management | 6,229 | $249K | 0.0% | -39.1% | 0.156% | |
8/22/2024 | Cetera Investment Advisers | 266,363 | $10.25M | 0.0% | +172.0% | 6.659% | |
8/21/2024 | Truist Financial Corp | 48,086 | $1.85M | 0.0% | +79.9% | 1.202% | |
8/16/2024 | Sunbelt Securities Inc. | 16,821 | $647K | 0.1% | +339.0% | 0.421% | |
8/13/2024 | AE Wealth Management LLC | 11,905 | $458K | 0.0% | +69.9% | 0.298% | |
8/8/2024 | Envestnet Asset Management Inc. | 287,085 | $11.04M | 0.0% | +1,513.1% | 7.177% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 4,647 | $179K | 0.0% | N/A | 0.116% | |
7/31/2024 | Spire Wealth Management | 55,101 | $2.12M | 0.1% | +542.1% | 1.378% | |
7/31/2024 | Commonwealth Equity Services LLC | 122,487 | $4.71M | 0.0% | +24.3% | 3.062% | |