7/2/2025 | Marotta Asset Management | 87,085 | $9.90M | 2.0% | +13.2% | 4.354% | |
5/29/2025 | Rhumbline Advisers | 488 | $51K | 0.0% | +40.2% | 0.024% | |
5/19/2025 | Jane Street Group LLC | 17,133 | $1.78M | 0.0% | -72.2% | 0.836% | |
5/15/2025 | EP Wealth Advisors LLC | 2,246 | $233K | 0.0% | -6.6% | 0.110% | |
5/15/2025 | OLD Mission Capital LLC | 8,365 | $869K | 0.0% | +1.2% | 0.408% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 3,085 | $320K | 0.0% | +21.8% | 0.150% | |
5/13/2025 | HighTower Advisors LLC | 15,147 | $1.57M | 0.0% | -33.7% | 0.739% | |
5/2/2025 | Bridgewater Advisors Inc. | 6,145 | $647K | 0.1% | N/A | 0.300% | |
4/28/2025 | McGinn Penninger Investment Management Inc. | 3,766 | $391K | 0.3% | N/A | 0.184% | |
4/22/2025 | Innealta Capital LLC | 4,613 | $479K | 0.3% | -35.0% | 0.225% | |
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4/15/2025 | CX Institutional | 1,172 | $122K | 0.0% | N/A | 0.057% | |
4/10/2025 | Fluent Financial LLC | 3,819 | $397K | 0.2% | N/A | 0.186% | |
4/8/2025 | Rhumbline Advisers | 488 | $51K | 0.0% | +40.2% | 0.024% | |
4/2/2025 | Marotta Asset Management | 76,936 | $7.99M | 1.7% | -4.8% | 3.753% | |
2/17/2025 | Citadel Advisors LLC | 57,366 | $6.10M | 0.0% | N/A | 2.390% | |
2/17/2025 | Bank of America Corp DE | 3,736 | $397K | 0.0% | +31,033.3% | 0.156% | |
2/14/2025 | Jane Street Group LLC | 61,676 | $6.56M | 0.0% | +251.7% | 2.570% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 2,533 | $269K | 0.0% | -78.0% | 0.106% | |
2/13/2025 | Zacks Investment Management | 15,187 | $1.62M | 0.0% | -12.4% | 0.633% | |
2/13/2025 | Dai ichi Life Holdings Inc. | 9,500 | $1.03M | 1.1% | +9.2% | 0.396% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,389 | $892K | 0.0% | +31.4% | 0.350% | |
2/13/2025 | Wells Fargo & Company MN | 2,021 | $215K | 0.0% | -34.7% | 0.084% | |
2/12/2025 | OLD Mission Capital LLC | 8,265 | $879K | 0.0% | N/A | 0.344% | |
2/7/2025 | Idaho Trust Bank | 7,531 | $801K | 0.4% | -17.2% | 0.314% | |
2/7/2025 | HighTower Advisors LLC | 22,849 | $2.43M | 0.0% | +1.6% | 0.952% | |
2/7/2025 | Wealthfront Advisers LLC | 56,972 | $6.06M | 0.0% | N/A | 2.374% | |
2/4/2025 | IFP Advisors Inc | 555 | $59K | 0.0% | +59.9% | 0.023% | |
1/30/2025 | Rhumbline Advisers | 348 | $37K | 0.0% | -58.5% | 0.015% | |
1/30/2025 | Pictet North America Advisors SA | 74,600 | $7.94M | 0.8% | N/A | 3.108% | |
1/23/2025 | Cibc World Market Inc. | 231,849 | $24.66M | 0.1% | +3.6% | 9.660% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 2,068 | $220K | 0.0% | -11.1% | 0.086% | |
1/13/2025 | JTC Employer Solutions Trustee Ltd | 1,018 | $108K | 0.0% | N/A | 0.042% | |
1/10/2025 | Marotta Asset Management | 80,855 | $8.68M | 1.8% | +5.1% | 3.369% | |
11/15/2024 | MML Investors Services LLC | 4,798 | $609K | 0.0% | +25.9% | 0.200% | |
11/15/2024 | Zacks Investment Management | 17,337 | $2.20M | 0.0% | -5.5% | 0.722% | |
11/15/2024 | EP Wealth Advisors LLC | 2,437 | $310K | 0.0% | N/A | 0.102% | |
11/15/2024 | Jane Street Group LLC | 17,536 | $2.23M | 0.0% | +14.6% | 0.731% | |
11/15/2024 | HighTower Advisors LLC | 22,498 | $2.87M | 0.0% | +1.4% | 0.937% | |
11/14/2024 | Flow Traders U.S. LLC | 7,563 | $961K | 0.0% | N/A | 0.315% | |
11/13/2024 | Dai ichi Life Holdings Inc. | 8,700 | $1.11M | 1.3% | +4.8% | 0.363% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
 For the moment, you can watch this interview free of charge – just click here. |
10/29/2024 | Innealta Capital LLC | 20,071 | $2.55M | 1.0% | +4.6% | 0.836% | |
10/23/2024 | Legacy Capital Group California Inc. | 6,692 | $850K | 0.3% | +1.9% | 0.279% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 2,326 | $295K | 0.0% | -4.7% | 0.097% | |
10/11/2024 | CX Institutional | 115,142 | $14.63M | 0.6% | -3.4% | 4.798% | |
10/9/2024 | Contravisory Investment Management Inc. | 6,762 | $859K | 0.2% | +1.9% | 0.282% | |
10/3/2024 | Marotta Asset Management | 76,936 | $9.77M | 1.9% | +2.7% | 3.206% | |
8/8/2024 | Idaho Trust Bank | 8,913 | $1.12M | 0.6% | N/A | 0.371% | |
7/29/2024 | Innealta Capital LLC | 19,185 | $2.41M | 0.8% | +306.4% | 0.799% | |
7/24/2024 | &PARTNERS | 7,402 | $931K | 0.0% | N/A | 0.308% | |
7/22/2024 | Legacy Capital Group California Inc. | 6,565 | $826K | 0.3% | +4.5% | 0.274% | |
7/12/2024 | Hexagon Capital Partners LLC | 201 | $25K | 0.0% | +84.4% | 0.008% | |
7/11/2024 | CX Institutional | 119,173 | $14.99M | 0.7% | +41,862.3% | 4.966% | |
7/10/2024 | Contravisory Investment Management Inc. | 6,635 | $834K | 0.2% | +4.5% | 0.276% | |
5/8/2024 | Legacy Capital Group California Inc. | 6,282 | $767K | 0.3% | -2.9% | 0.262% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 15,000 | $1.83M | 0.0% | -38.5% | 0.625% | |
4/23/2024 | Lunt Capital Management Inc. | 1,656 | $202K | 0.1% | N/A | 0.069% | |
4/15/2024 | Sunbelt Securities Inc. | 2,152 | $263K | 0.0% | N/A | 0.092% | |
4/11/2024 | Contravisory Investment Management Inc. | 6,352 | $776K | 0.2% | -2.8% | 0.270% | |
4/2/2024 | Marotta Asset Management | 68,870 | $8.41M | 1.7% | -1.5% | 2.931% | |
2/14/2024 | Connectus Wealth LLC | 2,242 | $253K | 0.0% | +7.8% | 0.095% | |
2/12/2024 | Innealta Capital LLC | 4,711 | $528K | 0.2% | N/A | 0.200% | |
2/8/2024 | Legacy Capital Group California Inc. | 6,468 | $725K | 0.3% | +6.8% | 0.275% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 9,889 | $1.11M | 0.0% | -1.2% | 0.421% | |
2/6/2024 | Idaho Trust Bank | 6,848 | $768K | 0.4% | +4.0% | 0.291% | |
1/30/2024 | Vontobel Holding Ltd. | 3,964 | $445K | 0.0% | -24.9% | 0.169% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 24,400 | $2.74M | 0.0% | N/A | 1.038% | |
1/12/2024 | CX Institutional | 126,675 | $14.21M | 0.8% | N/A | 5.390% | |
1/11/2024 | Contravisory Investment Management Inc. | 6,538 | $733K | 0.2% | +6.8% | 0.278% | |
11/8/2023 | HighTower Advisors LLC | 17,715 | $1.82M | 0.0% | +1.2% | 0.754% | |
11/8/2023 | Idaho Trust Bank | 6,584 | $662K | 0.4% | +22.2% | 0.280% | |
11/8/2023 | Sepio Capital LP | 11,431 | $1.15M | 0.1% | -67.3% | 0.486% | |
10/13/2023 | Global Retirement Partners LLC | 471 | $46K | 0.0% | +100.4% | 0.020% | |
10/11/2023 | Marotta Asset Management | 70,710 | $7.11M | 1.6% | +5.2% | 3.009% | |
10/10/2023 | Contravisory Investment Management Inc. | 6,124 | $616K | 0.2% | +7.1% | 0.261% | |
8/22/2023 | Idaho Trust Bank | 5,387 | $575K | 0.4% | N/A | 0.229% | |
8/11/2023 | Cibc World Market Inc. | 157,017 | $16.77M | 0.1% | -3.1% | 6.682% | |
8/10/2023 | Legacy Capital Group California Inc. | 6,427 | $687K | 0.3% | N/A | 0.273% | |
8/8/2023 | Kovitz Investment Group Partners LLC | 9,913 | $1.06M | 0.0% | N/A | 0.422% | |
8/8/2023 | Sepio Capital LP | 34,945 | $3.73M | 0.3% | +192.5% | 1.487% | |
7/20/2023 | Global Retirement Partners LLC | 235 | $25K | 0.0% | -33.6% | 0.010% | |
7/18/2023 | Fiduciary Alliance LLC | 263 | $28K | 0.0% | N/A | 0.011% | |
7/12/2023 | Contravisory Investment Management Inc. | 5,719 | $611K | 0.2% | N/A | 0.249% | |
7/5/2023 | Marotta Asset Management | 67,241 | $7.18M | 1.6% | N/A | 2.924% | |
5/11/2023 | Connectus Wealth LLC | 1,972 | $209K | 0.0% | -11.3% | 0.096% | |
5/10/2023 | Sepio Capital LP | 11,945 | $1.27M | 0.1% | N/A | 0.583% | |
5/8/2023 | Global Retirement Partners LLC | 354 | $39K | 0.0% | N/A | 0.017% | |
5/4/2023 | CX Institutional | 34,941 | $3.70M | 0.2% | N/A | 1.704% | |
3/6/2023 | OLD Mission Capital LLC | 50,540 | $4.90M | 0.1% | +114.8% | 2.465% | |
2/9/2023 | Mirae Asset Global Investments Co. Ltd. | 14,800 | $1.44M | 0.0% | -47.0% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 17,767 | $1.72M | 0.0% | N/A | 0.000% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
 For the moment, you can watch this interview free of charge – just click here. |
2/7/2023 | Connectus Wealth LLC | 2,224 | $216K | 0.0% | N/A | 0.000% | |
1/23/2023 | Jmac Enterprises LLC | 5,171 | $501K | 0.1% | -60.5% | 0.000% | |
1/12/2023 | Accuvest Global Advisors | 7,370 | $715K | 0.2% | N/A | 0.000% | |
1/3/2023 | Marotta Asset Management | 74,379 | $7.21M | 1.7% | -2.0% | 0.000% | |
11/14/2022 | Zacks Investment Management | 2,847 | $212K | 0.0% | -84.5% | 0.000% | |
11/14/2022 | OLD Mission Capital LLC | 23,533 | $1.75M | 0.1% | +565.7% | 0.000% | |
11/14/2022 | Hsbc Holdings PLC | 5,574 | $414K | 0.0% | -60.3% | 0.000% | |
11/4/2022 | Vontobel Holding Ltd. | 5,275 | $392K | 0.0% | N/A | 0.000% | |
10/25/2022 | Hightower 6M Holding LLC | 17,800 | $1.32M | 0.1% | +3.2% | 0.000% | |
10/11/2022 | Marotta Asset Management | 75,916 | $5.64M | 1.5% | +3.6% | 0.000% | |