| 7/25/2025 | Sequoia Financial Advisors LLC | 2,963 | $242K | 0.0% | N/A | 0.019% | |
| 7/25/2025 | SPC Financial Inc. | 91,998 | $7.50M | 0.6% | -90.1% | 0.588% | |
| 7/25/2025 | CWM LLC | 18,091 | $1.48M | 0.0% | -8.6% | 0.116% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 4,882 | $398K | 0.0% | -15.1% | 0.031% | |
| 7/24/2025 | IFP Advisors Inc | 161,088 | $13.14M | 0.4% | +0.9% | 1.029% | |
| 7/23/2025 | Country Club Bank | 31,077 | $2.52M | 0.2% | +17.3% | 0.199% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 71,642 | $5.84M | 0.1% | N/A | 0.458% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 27,880 | $2.27M | 0.1% | +3.5% | 0.178% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 105,928 | $8.64M | 1.2% | +0.6% | 0.677% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 13,772 | $1.12M | 0.5% | -1.3% | 0.088% | |
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| 7/17/2025 | LexAurum Advisors LLC | 8,223 | $671K | 0.1% | +181.7% | 0.053% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 63,621 | $5.19M | 0.0% | +29.6% | 0.407% | |
| 7/16/2025 | Valicenti Advisory Services Inc. | 21,117 | $1.72M | 0.4% | +1.5% | 0.135% | |
| 7/16/2025 | Kathmere Capital Management LLC | 47,290 | $3.86M | 0.3% | +143.1% | 0.302% | |
| 7/16/2025 | Perigon Wealth Management LLC | 43,938 | $3.58M | 0.1% | +4.4% | 0.281% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 4,240 | $346K | 0.2% | +5.8% | 0.027% | |
| 7/11/2025 | AFG Fiduciary Services Limited Partnership | 2,642 | $218K | 0.1% | N/A | 0.017% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 144,720 | $12.01M | 0.0% | -1.2% | 0.925% | |
| 7/10/2025 | Secure Asset Management LLC | 21,040 | $1.72M | 0.3% | N/A | 0.134% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 84,961 | $6.93M | 1.1% | +2.7% | 0.543% | |
| 7/9/2025 | Sunpointe LLC | 2,932 | $239K | 0.1% | N/A | 0.019% | |
| 7/9/2025 | Westshore Wealth LLC | 18,136 | $1.48M | 0.6% | +81.7% | 0.116% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 2,831 | $231K | 0.0% | -25.0% | 0.018% | |
| 7/8/2025 | Legacy Private Trust Co. | 13,805 | $1.13M | 0.1% | -8.5% | 0.088% | |
| 7/3/2025 | TrueWealth Advisors LLC | 2,654 | $216K | 0.1% | -10.9% | 0.017% | |
| 6/4/2025 | First Hawaiian Bank | 46,527 | $3.54M | 0.2% | -0.8% | 0.304% | |
| 5/19/2025 | Jane Street Group LLC | 27,352 | $2.08M | 0.0% | N/A | 0.181% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 31,064 | $2.36M | 0.0% | -71.8% | 0.198% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 6,108 | $464K | 0.1% | -51.5% | 0.040% | |
| 5/16/2025 | CKW Financial Group | 476,758 | $36.36M | 4.5% | +3.1% | 3.147% | |
| 5/16/2025 | NewEdge Advisors LLC | 15,010 | $1.14M | 0.0% | +7.6% | 0.099% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,047,811 | $79.68M | 0.9% | +0.2% | 6.916% | |
| 5/15/2025 | Royal Bank of Canada | 119,845 | $9.11M | 0.0% | +17.3% | 0.791% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 52,074 | $3.96M | 0.0% | +479.9% | 0.344% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 54,044 | $4.11M | 0.2% | -0.2% | 0.357% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 488,166 | $37.12M | 0.4% | +7.0% | 3.222% | |
| 5/13/2025 | Raymond James Financial Inc. | 294,837 | $22.42M | 0.0% | +2.8% | 1.946% | |
| 5/13/2025 | Horizon Investments LLC | 192,021 | $14.60M | 0.4% | -8.1% | 1.267% | |
| 5/13/2025 | WESCAP Management Group Inc. | 68,310 | $5.19M | 1.3% | -3.6% | 0.451% | |
| 5/13/2025 | HighTower Advisors LLC | 34,142 | $2.60M | 0.0% | -0.6% | 0.225% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
| 5/12/2025 | Barnett & Company Inc. | 6,443 | $490K | 0.4% | +21.4% | 0.043% | |
| 5/8/2025 | SPC Financial Inc. | 925,556 | $70.38M | 6.2% | +1.6% | 6.109% | |
| 5/8/2025 | Harbour Investments Inc. | 35,677 | $2.71M | 0.1% | N/A | 0.235% | |
| 5/8/2025 | Arkadios Wealth Advisors | 5,063 | $385K | 0.0% | N/A | 0.033% | |
| 5/7/2025 | Richards Merrill & Peterson Inc. | 2,080 | $158K | 0.1% | +101.2% | 0.014% | |
| 5/7/2025 | LPL Financial LLC | 287,230 | $21.84M | 0.0% | +124.6% | 1.896% | |
| 5/6/2025 | Cetera Investment Advisers | 4,595 | $349K | 0.0% | +10.9% | 0.030% | |
| 5/6/2025 | Black Swift Group LLC | 181,952 | $13.84M | 3.1% | +308.0% | 1.201% | |
| 5/6/2025 | Advisors Preferred LLC | 25,700 | $1.96M | 0.3% | N/A | 0.170% | |
| 5/5/2025 | Del Sette Capital Management LLC | 3,352 | $255K | 0.2% | N/A | 0.022% | |
| 5/5/2025 | New England Capital Financial Advisors LLC | 3,618 | $275K | 0.1% | N/A | 0.024% | |
| 5/5/2025 | IFP Advisors Inc | 159,709 | $12.14M | 0.4% | +0.1% | 1.054% | |
| 5/5/2025 | Paragon Capital Management LLC | 8,478 | $645K | 0.4% | -2.0% | 0.056% | |
| 5/5/2025 | Nwam LLC | 5,419 | $412K | 0.0% | -3.8% | 0.036% | |
| 5/5/2025 | Jackson Creek Investment Advisors LLC | 8,494 | $646K | 0.2% | -2.0% | 0.056% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 82,726 | $6.30M | 1.1% | +2.2% | 0.546% | |
| 5/2/2025 | Summit X LLC | 2,700 | $205K | 0.0% | N/A | 0.018% | |
| 5/2/2025 | Firestone Capital Management | 4,329 | $329K | 0.1% | N/A | 0.029% | |
| 5/2/2025 | Sigma Planning Corp | 10,211 | $776K | 0.0% | +26.9% | 0.067% | |
| 5/1/2025 | CWM LLC | 19,785 | $1.50M | 0.0% | -3.3% | 0.131% | |
| 5/1/2025 | Stephens Inc. AR | 9,500 | $722K | 0.0% | +11.8% | 0.063% | |
| 5/1/2025 | Kathmere Capital Management LLC | 19,451 | $1.48M | 0.1% | N/A | 0.128% | |
| 5/1/2025 | Country Club Bank | 26,496 | $2.00M | 0.1% | +132.1% | 0.175% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 4,380 | $333K | 0.0% | -6.5% | 0.029% | |
| 4/30/2025 | Sierra Capital LLC | 88,934 | $6.76M | 0.8% | +12.5% | 0.587% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 177,454 | $13.49M | 0.0% | +3.7% | 1.171% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 371,112 | $28.22M | 0.3% | -9.1% | 2.450% | |
| 4/28/2025 | Arlington Trust Co LLC | 1,395 | $106K | 0.0% | N/A | 0.009% | |
| 4/25/2025 | Capital Advisors Wealth Management LLC | 12,468 | $948K | 0.2% | +5.7% | 0.080% | |
| 4/24/2025 | Cornerstone Advisors Asset Management LLC | 125,393 | $9.54M | 2.0% | +2.1% | 0.806% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 3,501 | $266K | 0.0% | +15.9% | 0.023% | |
| 4/23/2025 | Valicenti Advisory Services Inc. | 20,804 | $1.58M | 0.4% | N/A | 0.134% | |
| 4/23/2025 | Consolidated Portfolio Review Corp | 105,259 | $8.00M | 1.3% | -2.6% | 0.677% | |
| 4/22/2025 | Private Wealth Partners LLC | 24,745 | $1.88M | 0.2% | +20.6% | 0.159% | |
| 4/21/2025 | Osborne Partners Capital Management LLC | 23,860 | $1.81M | 0.1% | N/A | 0.153% | |
| 4/21/2025 | O Dell Group LLC | 11,187 | $851K | 0.2% | +116.6% | 0.072% | |
| 4/21/2025 | United Advisor Group LLC | 34,047 | $2.59M | 0.5% | +16.9% | 0.219% | |
| 4/21/2025 | Accelerate Investment Advisors LLC | 3,380 | $257K | 0.2% | +29.1% | 0.022% | |
| 4/17/2025 | Great Lakes Retirement Inc. | 315,121 | $23.96M | 3.1% | +1.5% | 2.027% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 49,086 | $3.73M | 0.0% | +38.6% | 0.316% | |
| 4/17/2025 | Pflug Koory LLC | 7,794 | $593K | 0.3% | -3.1% | 0.050% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 146,464 | $11.14M | 0.0% | -1.0% | 0.942% | |
| 4/16/2025 | CVA Family Office LLC | 7,839 | $596K | 0.1% | +34.1% | 0.050% | |
| 4/15/2025 | Noble Wealth Management PBC | 38,890 | $2.96M | 2.0% | -10.0% | 0.250% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 26,930 | $2.05M | 0.1% | +10.7% | 0.173% | |
| 4/14/2025 | LexAurum Advisors LLC | 2,919 | $222K | 0.0% | N/A | 0.019% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 13,668 | $1.04M | 0.2% | +3.9% | 0.088% | |
| 4/10/2025 | Retireful LLC | 141,216 | $10.68M | 10.5% | N/A | 0.908% | |
| 4/10/2025 | Wealth Management Partners LLC | 5,729 | $436K | 0.2% | N/A | 0.037% | |
| 4/10/2025 | TrueWealth Advisors LLC | 2,978 | $226K | 0.1% | -5.2% | 0.019% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
| 4/9/2025 | Quad Cities Investment Group LLC | 4,008 | $305K | 0.2% | N/A | 0.026% | |
| 4/8/2025 | Sterneck Capital Management LLC | 4,646 | $353K | 0.2% | +6.2% | 0.030% | |
| 4/3/2025 | First Hawaiian Bank | 46,527 | $3.54M | 0.2% | -0.8% | 0.304% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 147,943 | $11.42M | 0.0% | +0.9% | 0.993% | |
| 2/26/2025 | Virtue Capital Management LLC | 10,854 | $838K | 0.2% | -3.5% | 0.112% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 4,090 | $316K | 0.0% | N/A | 0.042% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 3,198 | $247K | 0.3% | N/A | 0.033% | |
| 2/24/2025 | United Advisor Group LLC | 29,117 | $2.25M | 0.4% | +52.9% | 0.300% | |
| 2/18/2025 | GTS Securities LLC | 22,371 | $1.73M | 0.1% | N/A | 0.231% | |
| 2/17/2025 | Visionary Wealth Advisors | 67,771 | $5.23M | 0.3% | N/A | 0.699% | |
