5/19/2025 | Jane Street Group LLC | 23,312 | $639K | 0.0% | +126.6% | 0.173% | |
5/16/2025 | Great Lakes Advisors LLC | 8,684 | $238K | 0.0% | -93.9% | 0.064% | |
5/16/2025 | Goldman Sachs Group Inc. | 268,212 | $7.35M | 0.0% | +393.2% | 1.987% | |
5/16/2025 | Jones Financial Companies Lllp | 56,072 | $1.54M | 0.0% | +461.8% | 0.415% | |
5/16/2025 | Pinnacle Family Advisors LLC | 110,993 | $3.04M | 1.7% | -2.7% | 0.822% | |
5/15/2025 | Royal Bank of Canada | 165,327 | $4.53M | 0.0% | +4.7% | 1.225% | |
5/14/2025 | Comerica Bank | 18,343 | $502K | 0.0% | +490.0% | 0.136% | |
5/13/2025 | Freestone Capital Holdings LLC | 8,173 | $224K | 0.0% | -6.5% | 0.061% | |
5/13/2025 | Raymond James Financial Inc. | 371,498 | $10.18M | 0.0% | -41.3% | 2.752% | |
5/13/2025 | HighTower Advisors LLC | 39,172 | $1.07M | 0.0% | -63.7% | 0.290% | |
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5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 22,607 | $621K | 0.0% | +15.1% | 0.167% | |
5/12/2025 | Strengthening Families & Communities LLC | 7,276 | $199K | 0.1% | +1,520.5% | 0.054% | |
5/12/2025 | FSA Wealth Partners Inc. | 29,627 | $811K | 0.3% | N/A | 0.219% | |
5/12/2025 | National Bank of Canada FI | 87,327 | $2.39M | 0.0% | -0.4% | 0.647% | |
5/12/2025 | Citigroup Inc. | 967,313 | $26.50M | 0.0% | -41.1% | 7.165% | |
5/9/2025 | MGB Wealth Management LLC | 9,920 | $271K | 0.1% | N/A | 0.073% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,722 | $47K | 0.0% | -22.5% | 0.013% | |
5/8/2025 | Baker Avenue Asset Management LP | 122,210 | $3.35M | 0.1% | N/A | 0.905% | |
5/8/2025 | Harbour Investments Inc. | 7,892 | $216K | 0.0% | -77.1% | 0.058% | |
5/7/2025 | LPL Financial LLC | 336,208 | $9.21M | 0.0% | -23.8% | 2.490% | |
5/7/2025 | Second Half Financial Partners LLC | 83,213 | $2.28M | 1.1% | +1,000.7% | 0.616% | |
5/6/2025 | Cetera Investment Advisers | 23,782 | $651K | 0.0% | -84.9% | 0.176% | |
5/6/2025 | AE Wealth Management LLC | 129,620 | $3.55M | 0.0% | -54.3% | 0.960% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 22,733 | $623K | 0.1% | -1.8% | 0.172% | |
5/1/2025 | CWM LLC | 2,074 | $57K | 0.0% | -19.7% | 0.016% | |
5/1/2025 | Nikulski Financial Inc. | 27,331 | $749K | 0.2% | N/A | 0.207% | |
5/1/2025 | Family Firm Inc. | 14,384 | $394K | 0.1% | -16.0% | 0.109% | |
5/1/2025 | Kesler Norman & Wride LLC | 15,272 | $418K | 0.1% | N/A | 0.116% | |
5/1/2025 | WESPAC Advisors LLC | 37,238 | $1.02M | 0.8% | -29.5% | 0.282% | |
5/1/2025 | Croban | 75,180 | $2.06M | 1.9% | N/A | 0.570% | |
4/30/2025 | Stratos Wealth Advisors LLC | 8,705 | $238K | 0.0% | -8.0% | 0.066% | |
4/30/2025 | Stratos Investment Management LLC | 8,592 | $235K | 0.0% | N/A | 0.065% | |
4/30/2025 | Alpha Cubed Investments LLC | 12,934 | $354K | 0.0% | -30.4% | 0.098% | |
4/29/2025 | Envestnet Asset Management Inc. | 98,163 | $2.69M | 0.0% | -3.4% | 0.744% | |
4/29/2025 | Summit Financial Consulting LLC | 223,389 | $6.12M | 5.7% | N/A | 1.692% | |
4/28/2025 | DAVENPORT & Co LLC | 11,216 | $307K | 0.0% | -20.7% | 0.085% | |
4/25/2025 | Koshinski Asset Management Inc. | 25,966 | $711K | 0.1% | -2.0% | 0.197% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,600 | $44K | 0.0% | N/A | 0.012% | |
4/24/2025 | Trust Co. of Vermont | 1,320 | $36K | 0.0% | N/A | 0.010% | |
4/23/2025 | Oppenheimer & Co. Inc. | 21,292 | $583K | 0.0% | N/A | 0.161% | |
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4/22/2025 | Buck Wealth Strategies LLC | 23,259 | $637K | 0.1% | N/A | 0.176% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 11,602 | $318K | 0.0% | N/A | 0.088% | |
4/17/2025 | Advanced Asset Management Advisors Inc | 7,791 | $213K | 0.1% | -9.5% | 0.059% | |
4/17/2025 | Sound Income Strategies LLC | 1,187 | $33K | 0.0% | N/A | 0.009% | |
4/14/2025 | Capital Investment Advisors LLC | 10,891 | $298K | 0.0% | -7.7% | 0.083% | |
4/10/2025 | Retirement Planning Group LLC | 38,671 | $1.06M | 0.0% | +82.8% | 0.245% | |
4/10/2025 | Lakeshore Capital Group Inc. | 32,988 | $904K | 0.9% | -3.8% | 0.209% | |
4/10/2025 | EWG Elevate Inc. | 109,540 | $3M | 1.1% | +12.0% | 0.693% | |
4/9/2025 | HBW Advisory Services LLC | 7,823 | $214K | 0.0% | N/A | 0.050% | |
4/8/2025 | St. Louis Financial Planners Asset Management LLC | 43,434 | $1.19M | 0.9% | N/A | 0.275% | |
4/3/2025 | First Citizens Financial Corp | 10,650 | $292K | 0.2% | -9.7% | 0.067% | |
3/24/2025 | Fulcrum Equity Management | 8,495 | $228K | 0.2% | N/A | 0.041% | |
2/26/2025 | Lakeshore Capital Group Inc. | 34,308 | $920K | 1.4% | N/A | 0.172% | |
2/25/2025 | Integrated Advisors Network LLC | 51,884 | $1.39M | 0.1% | N/A | 0.261% | |
2/18/2025 | Retirement Planning Group LLC | 21,160 | $568K | 0.0% | +4.3% | 0.211% | |
2/18/2025 | Pinkerton Retirement Specialists LLC | 440,603 | $11.82M | 1.7% | N/A | 4.384% | |
2/18/2025 | First Heartland Consultants Inc. | 30,100 | $808K | 0.1% | N/A | 0.300% | |
2/18/2025 | Vanguard Capital Wealth Advisors | 19,893 | $534K | 0.6% | -35.4% | 0.198% | |
2/17/2025 | Stonebrook Private Inc. | 9,585 | $257K | 0.1% | N/A | 0.095% | |
2/17/2025 | Snowden Capital Advisors LLC | 20,276 | $544K | 0.0% | -4.2% | 0.202% | |
2/17/2025 | CoreCap Advisors LLC | 153,476 | $4.12M | 0.2% | +4,287.5% | 1.527% | |
2/17/2025 | Cetera Investment Advisers | 157,370 | $4.22M | 0.0% | +726.3% | 1.566% | |
2/17/2025 | Captrust Financial Advisors | 88,426 | $2.37M | 0.0% | -0.6% | 0.880% | |
2/17/2025 | Bank of America Corp DE | 345,161 | $9.26M | 0.0% | -10.6% | 3.434% | |
2/17/2025 | BNP Paribas Financial Markets | 120,558 | $3.24M | 0.0% | +4,865.3% | 1.200% | |
2/17/2025 | Ameriprise Financial Inc. | 89,427 | $2.40M | 0.0% | +461.6% | 0.890% | |
2/14/2025 | Jane Street Group LLC | 10,289 | $276K | 0.0% | N/A | 0.102% | |
2/14/2025 | Second Half Financial Partners LLC | 7,560 | $203K | 0.1% | N/A | 0.075% | |
2/14/2025 | Capital Analysts LLC | 3,215 | $86K | 0.0% | N/A | 0.032% | |
2/14/2025 | Three Seasons Wealth LLC | 228,393 | $6.13M | 3.0% | N/A | 2.273% | |
2/14/2025 | OneDigital Investment Advisors LLC | 7,702 | $207K | 0.0% | -56.4% | 0.077% | |
2/14/2025 | Optivise Advisory Services LLC | 52,916 | $1.42M | 0.8% | N/A | 0.527% | |
2/14/2025 | Tower Research Capital LLC TRC | 2,507 | $67K | 0.0% | -87.4% | 0.025% | |
2/13/2025 | Marshall Wace LLP | 84,257 | $2.26M | 0.0% | N/A | 0.838% | |
2/13/2025 | Barclays PLC | 750,650 | $20.14M | 0.0% | +50.1% | 7.469% | |
2/13/2025 | Townsquare Capital LLC | 357,763 | $9.60M | 0.1% | N/A | 3.560% | |
2/13/2025 | Rockefeller Capital Management L.P. | 24,551 | $659K | 0.0% | +36.2% | 0.244% | |
2/13/2025 | Raymond James Financial Inc. | 633,009 | $16.98M | 0.0% | N/A | 6.299% | |
2/13/2025 | Advisory Services Network LLC | 123,023 | $3.30M | 0.1% | +2.9% | 1.224% | |
2/13/2025 | Renaissance Technologies LLC | 92,500 | $2.48M | 0.0% | N/A | 0.920% | |
2/13/2025 | Bank of Montreal Can | 122,496 | $3.29M | 0.0% | -1.1% | 1.219% | |
2/13/2025 | Envestnet Asset Management Inc. | 101,580 | $2.73M | 0.0% | +463.2% | 1.011% | |
2/13/2025 | Wells Fargo & Company MN | 258,412 | $6.93M | 0.0% | +16.8% | 2.571% | |
2/12/2025 | StoneX Group Inc. | 24,546 | $659K | 0.0% | N/A | 0.244% | |
2/12/2025 | National Bank of Canada FI | 87,699 | $2.35M | 0.0% | -1.0% | 0.873% | |
2/12/2025 | Orion Portfolio Solutions LLC | 376,467 | $10.10M | 0.1% | -3.3% | 3.746% | |
2/12/2025 | JPMorgan Chase & Co. | 85,861 | $2.30M | 0.0% | +16.0% | 0.854% | |
2/11/2025 | LPL Financial LLC | 441,129 | $11.84M | 0.0% | +675.8% | 4.389% | |
2/10/2025 | Tocqueville Asset Management L.P. | 52,019 | $1.40M | 0.0% | N/A | 0.518% | |
2/10/2025 | Harbour Investments Inc. | 34,535 | $927K | 0.0% | N/A | 0.344% | |
White House to reset Social Security? (Ad) Elon Musk's parting DOGE gift looks set to shock America...
A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.  And it could have a major impact on how you collect Social Security - Click here to understand what' |
2/10/2025 | Corient Private Wealth LLC | 37,076 | $995K | 0.0% | +4.7% | 0.369% | |
2/10/2025 | Commonwealth Equity Services LLC | 68,135 | $1.83M | 0.0% | +116.0% | 0.678% | |
2/10/2025 | Balboa Wealth Partners | 92,288 | $2.48M | 0.6% | N/A | 0.918% | |
2/10/2025 | Great Lakes Advisors LLC | 142,756 | $3.83M | 0.0% | -8.1% | 1.420% | |
2/7/2025 | HighTower Advisors LLC | 108,018 | $2.90M | 0.0% | -1.1% | 1.075% | |
2/7/2025 | Independent Advisor Alliance | 540,791 | $14.51M | 0.2% | N/A | 5.381% | |
2/7/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 23,157 | $621K | 0.2% | N/A | 0.230% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,222 | $60K | 0.0% | -42.2% | 0.022% | |
2/7/2025 | Destination Wealth Management | 75,221 | $2.02M | 0.1% | -3.0% | 0.748% | |
2/6/2025 | Freestone Capital Holdings LLC | 8,739 | $234K | 0.0% | N/A | 0.087% | |