8/6/2025 | Prospera Financial Services Inc | 4,665 | $435K | 0.0% | +2.7% | 0.020% | |
8/6/2025 | North Capital Inc. | 493 | $46K | 0.0% | -40.2% | 0.002% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 8,850 | $825K | 0.3% | -39.7% | 0.038% | |
8/5/2025 | Simplex Trading LLC | 134,719 | $12.55M | 0.0% | N/A | 0.586% | |
8/5/2025 | Obermeyer Wealth Partners | 2,200 | $205K | 0.0% | N/A | 0.010% | |
8/5/2025 | Bank of Montreal Can | 5,592 | $521K | 0.0% | +26.5% | 0.024% | |
8/5/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 67,439 | $6.28M | 0.6% | N/A | 0.293% | |
8/4/2025 | IFG Advisory LLC | 2,218 | $207K | 0.0% | -33.2% | 0.010% | |
8/4/2025 | Pinnacle Associates Ltd. | 16,235 | $1.51M | 0.0% | +0.6% | 0.071% | |
8/4/2025 | Assetmark Inc. | 4,185 | $390K | 0.0% | +4.6% | 0.018% | |
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8/4/2025 | Spire Wealth Management | 2,244 | $209K | 0.0% | -10.0% | 0.010% | |
8/4/2025 | Arkadios Wealth Advisors | 3,744 | $349K | 0.0% | +74.5% | 0.016% | |
8/1/2025 | Advisory Alpha LLC | 3,279 | $306K | 0.0% | +3.7% | 0.014% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 7,370 | $687K | 0.0% | +18.5% | 0.032% | |
8/1/2025 | Envestnet Asset Management Inc. | 26,836 | $2.50M | 0.0% | -9.0% | 0.117% | |
7/31/2025 | Mader & Shannon Wealth Management Inc. | 34,955 | $3.26M | 1.8% | N/A | 0.152% | |
7/31/2025 | Guardian Asset Advisors LLC | 4,204 | $393K | 0.2% | -11.0% | 0.018% | |
7/30/2025 | Brookstone Capital Management | 4,238 | $395K | 0.0% | -33.1% | 0.018% | |
7/30/2025 | FNY Investment Advisers LLC | 1,751 | $163K | 0.1% | -41.6% | 0.008% | |
7/30/2025 | D.A. Davidson & CO. | 12,947 | $1.21M | 0.0% | +4.3% | 0.056% | |
7/30/2025 | Liberty One Investment Management LLC | 4,879 | $455K | 0.0% | +4.4% | 0.021% | |
7/30/2025 | Alexis Investment Partners LLC | 3,993 | $372K | 0.2% | -6.1% | 0.017% | |
7/30/2025 | Fiduciary Planning LLC | 3,333 | $311K | 0.1% | -15.5% | 0.014% | |
7/29/2025 | Lyell Wealth Management LP | 6,983 | $651K | 0.1% | +47.0% | 0.030% | |
7/29/2025 | Stephens Inc. AR | 5,858 | $546K | 0.0% | -13.7% | 0.025% | |
7/29/2025 | Cottonwood Capital Advisors LLC | 54,354 | $5.06M | 3.4% | +0.9% | 0.236% | |
7/29/2025 | Koshinski Asset Management Inc. | 3,965 | $369K | 0.0% | -3.1% | 0.017% | |
7/29/2025 | Kraft Davis & Associates LLC | 16,884 | $1.70M | 0.5% | N/A | 0.073% | |
7/28/2025 | Interchange Capital Partners LLC | 971 | $90K | 0.1% | -68.3% | 0.004% | |
7/28/2025 | Private Wealth Asset Management LLC | 385 | $36K | 0.0% | N/A | 0.002% | |
7/28/2025 | RFG Advisory LLC | 6,495 | $605K | 0.0% | -10.1% | 0.028% | |
7/28/2025 | Axxcess Wealth Management LLC | 407,477 | $37.97M | 0.9% | +11.4% | 1.772% | |
7/25/2025 | Atria Wealth Solutions Inc. | 2,671 | $249K | 0.0% | -16.6% | 0.012% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 5,088 | $474K | 0.1% | -26.5% | 0.022% | |
7/25/2025 | Prostatis Group LLC | 78,200 | $7.29M | 2.1% | +200.4% | 0.340% | |
7/25/2025 | SPC Financial Inc. | 16,112 | $1.50M | 0.1% | -8.9% | 0.070% | |
7/25/2025 | CWM LLC | 625 | $58K | 0.0% | -17.0% | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 6,232 | $581K | 0.0% | -13.5% | 0.027% | |
7/24/2025 | Costello Asset Management INC | 2,262 | $211K | 0.1% | +17.1% | 0.010% | |
7/24/2025 | Blair William & Co. IL | 1,066 | $99K | 0.0% | -50.8% | 0.005% | |
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You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
7/24/2025 | US Bancorp DE | 6,713 | $625K | 0.0% | +2.7% | 0.029% | |
7/23/2025 | H&H Retirement Design & Management INC | 11,184 | $1.06M | 0.6% | +13.4% | 0.049% | |
7/23/2025 | RMG Wealth Management LLC | 710 | $67K | 0.0% | N/A | 0.003% | |
7/22/2025 | Bank Hapoalim BM | 3,246 | $302K | 0.0% | -12.1% | 0.014% | |
7/21/2025 | Washington Growth Strategies LLC | 35,008 | $3.26M | 2.5% | +36,750.5% | 0.152% | |
7/21/2025 | Jmac Enterprises LLC | 12,329 | $1.15M | 0.2% | -75.0% | 0.054% | |
7/18/2025 | Parsons Capital Management Inc. RI | 17,584 | $1.64M | 0.1% | -1.2% | 0.076% | |
7/18/2025 | Trust Co. of Vermont | 1,757 | $164K | 0.0% | +30.9% | 0.008% | |
7/18/2025 | Truist Financial Corp | 9,220 | $859K | 0.0% | +1.7% | 0.040% | |
7/17/2025 | Janney Montgomery Scott LLC | 39,965 | $3.72M | 0.0% | +9.9% | 0.174% | |
7/17/2025 | SeaBridge Investment Advisors LLC | 5,560 | $518K | 0.1% | -12.7% | 0.024% | |
7/15/2025 | Cora Capital Advisors LLC | 3,547 | $330K | 0.1% | -55.2% | 0.015% | |
7/15/2025 | Peddock Capital Advisors LLC | 4,866 | $453K | 0.1% | -70.0% | 0.021% | |
7/14/2025 | Opal Wealth Advisors LLC | 787 | $73K | 0.0% | -35.7% | 0.003% | |
7/14/2025 | AdvisorNet Financial Inc | 4,575 | $426K | 0.0% | -21.4% | 0.020% | |
7/14/2025 | Cathy Pareto & Associates Inc. | 3,025 | $282K | 0.2% | -11.9% | 0.013% | |
7/11/2025 | Farther Finance Advisors LLC | 522 | $49K | 0.0% | +64.7% | 0.002% | |
7/11/2025 | CX Institutional | 4,416 | $411K | 0.0% | +557.1% | 0.019% | |
7/11/2025 | Diversified Trust Co | 6,500 | $606K | 0.0% | -7.1% | 0.028% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,625 | $349K | 0.0% | -84.8% | 0.016% | |
7/9/2025 | FOCUS Wealth Advisors LLC | 54,211 | $5.05M | 2.6% | +8.0% | 0.236% | |
7/7/2025 | Capital Asset Advisory Services LLC | 421,086 | $40.90M | 1.9% | +11.5% | 1.831% | |
7/7/2025 | Wilson & Boucher Capital Management LLC | 9,299 | $866K | 0.6% | -6.3% | 0.040% | |
5/29/2025 | Apeiron RIA LLC | 7,693 | $732K | 0.2% | -14.3% | 0.028% | |
5/20/2025 | Focus Partners Wealth | 26,774 | $2.54M | 0.0% | -4.8% | 0.098% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 9,924 | $945K | 0.7% | -10.6% | 0.036% | |
5/16/2025 | Prostatis Group LLC | 26,029 | $2.48M | 0.8% | -13.8% | 0.095% | |
5/16/2025 | Empowered Funds LLC | 12,719 | $1.21M | 0.0% | +168.8% | 0.046% | |
5/16/2025 | Everstar Asset Management LLC | 13,017 | $1.24M | 0.2% | +30.9% | 0.047% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,893,090 | $180.24M | 0.0% | +22.2% | 8.231% | |
5/16/2025 | Jones Financial Companies Lllp | 139,561 | $13.29M | 0.0% | +878.8% | 0.508% | |
5/16/2025 | NewEdge Advisors LLC | 22,396 | $2.13M | 0.0% | -12.2% | 0.082% | |
5/16/2025 | Integrated Wealth Concepts LLC | 7,448 | $709K | 0.0% | N/A | 0.027% | |
5/16/2025 | Alexis Investment Partners LLC | 4,253 | $405K | 0.2% | -3.4% | 0.015% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 23,470 | $2.24M | 0.0% | -0.6% | 0.086% | |
5/15/2025 | Royal Bank of Canada | 399,182 | $38.01M | 0.0% | +19.4% | 1.454% | |
5/15/2025 | Graham Capital Management L.P. | 27,500 | $2.62M | 0.0% | N/A | 0.100% | |
5/15/2025 | Junto Capital Management LP | 356,634 | $33.96M | 0.7% | N/A | 1.299% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 62,886 | $5.99M | 0.3% | -0.4% | 0.229% | |
5/15/2025 | BNP Paribas Financial Markets | 334,988 | $31.89M | 0.0% | -48.5% | 1.220% | |
5/14/2025 | Comerica Bank | 1,728 | $165K | 0.0% | -37.4% | 0.006% | |
5/14/2025 | Walleye Capital LLC | 8,140 | $775K | 0.0% | -89.6% | 0.030% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 29,185 | $2.78M | 0.0% | -0.6% | 0.106% | |
5/14/2025 | Kestra Advisory Services LLC | 14,691 | $1.40M | 0.0% | -12.7% | 0.054% | |
5/14/2025 | Giverny Capital Inc. | 10,961 | $1.04M | 0.0% | +5.1% | 0.040% | |
5/13/2025 | Raymond James Financial Inc. | 117,299 | $11.17M | 0.0% | -48.1% | 0.444% | |
5/13/2025 | Menora Mivtachim Holdings LTD. | 1,258,000 | $119.77M | 0.8% | N/A | 4.765% | |
5/13/2025 | Howard Wealth Management LLC | 3,025 | $288K | 0.2% | -3.8% | 0.011% | |
5/13/2025 | HighTower Advisors LLC | 24,641 | $2.35M | 0.0% | -51.9% | 0.093% | |
5/12/2025 | WP Advisors LLC | 3,905 | $372K | 0.1% | N/A | 0.015% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
5/12/2025 | Meridian Wealth Management LLC | 16,801 | $1.60M | 0.1% | +18.2% | 0.064% | |
5/12/2025 | Benjamin Edwards Inc. | 2,201 | $210K | 0.0% | -7.4% | 0.008% | |
5/12/2025 | National Bank of Canada FI | 3,518 | $335K | 0.0% | -3.7% | 0.013% | |
5/12/2025 | Citigroup Inc. | 147,082 | $14.00M | 0.0% | -85.2% | 0.557% | |
5/12/2025 | AlphaCore Capital LLC | 877 | $84K | 0.0% | N/A | 0.003% | |
5/12/2025 | Y.D. More Investments Ltd | 9,900 | $943K | 0.1% | +607.1% | 0.038% | |
5/9/2025 | WealthShield Partners LLC | 900 | $86K | 0.0% | N/A | 0.003% | |
5/9/2025 | Atria Wealth Solutions Inc. | 3,203 | $305K | 0.0% | -76.3% | 0.012% | |
5/9/2025 | Costello Asset Management INC | 1,932 | $184K | 0.1% | N/A | 0.007% | |
5/9/2025 | Blair William & Co. IL | 2,166 | $206K | 0.0% | -34.4% | 0.008% | |