8/15/2025 | Oxford Financial Group LTD. LLC | 291,873 | $14.08M | 0.8% | -9.5% | 1.960% | |
8/15/2025 | MML Investors Services LLC | 29,231 | $1.41M | 0.0% | N/A | 0.196% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 43,666 | $2.11M | 1.7% | N/A | 0.293% | |
8/14/2025 | Raymond James Financial Inc. | 112,120 | $5.41M | 0.0% | -0.2% | 0.753% | |
8/12/2025 | MAI Capital Management | 246,008 | $11.87M | 0.1% | +1.8% | 1.652% | |
8/12/2025 | JPMorgan Chase & Co. | 10,885,802 | $525.24M | 0.0% | +6.7% | 73.108% | |
8/8/2025 | Cetera Investment Advisers | 22,173 | $1.07M | 0.0% | +57.9% | 0.149% | |
8/8/2025 | Avalon Trust Co | 2,366 | $114K | 0.0% | N/A | 0.016% | |
8/1/2025 | Envestnet Asset Management Inc. | 30,464 | $1.47M | 0.0% | N/A | 0.205% | |
7/25/2025 | Atria Wealth Solutions Inc. | 7,779 | $375K | 0.0% | N/A | 0.052% | |
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7/25/2025 | Bill Few Associates Inc. | 13,161 | $635K | 0.2% | +8.8% | 0.088% | |
7/23/2025 | Clear Creek Financial Management LLC | 21,879 | $1.06M | 0.1% | -15.7% | 0.147% | |
7/17/2025 | Kavar Capital Partners Group LLC | 43,963 | $2.12M | 0.3% | N/A | 0.295% | |
7/17/2025 | Sage Rhino Capital LLC | 57,180 | $2.76M | 0.6% | -3.3% | 0.384% | |
7/16/2025 | Gradient Capital Advisors LLC | 4,152 | $200K | 0.1% | N/A | 0.028% | |
5/19/2025 | Jane Street Group LLC | 32,110 | $1.55M | 0.0% | +259.6% | 0.221% | |
5/16/2025 | Jones Financial Companies Lllp | 24,543 | $1.28M | 0.0% | +739.1% | 0.169% | |
5/16/2025 | Integrated Wealth Concepts LLC | 8,210 | $395K | 0.0% | N/A | 0.056% | |
5/15/2025 | MAI Capital Management | 241,579 | $11.63M | 0.1% | +3.4% | 1.661% | |
5/14/2025 | Flow Traders U.S. LLC | 33,579 | $1.62M | 0.1% | N/A | 0.231% | |
5/14/2025 | Capital Analysts LLC | 16,962 | $816K | 0.0% | -2.4% | 0.117% | |
5/13/2025 | Raymond James Financial Inc. | 112,389 | $5.41M | 0.0% | +8.7% | 0.773% | |
5/13/2025 | HighTower Advisors LLC | 77,740 | $3.74M | 0.0% | +25.1% | 0.535% | |
5/12/2025 | JPMorgan Chase & Co. | 10,201,451 | $491.00M | 0.0% | -1.8% | 70.161% | |
5/7/2025 | LPL Financial LLC | 38,041 | $1.83M | 0.0% | +115.6% | 0.262% | |
5/6/2025 | Cetera Investment Advisers | 14,038 | $676K | 0.0% | +18.9% | 0.097% | |
5/5/2025 | Kestra Private Wealth Services LLC | 52,012 | $2.50M | 0.0% | +6.0% | 0.358% | |
5/5/2025 | Private Advisor Group LLC | 4,546 | $219K | 0.0% | N/A | 0.031% | |
5/1/2025 | Sage Rhino Capital LLC | 59,138 | $2.85M | 0.7% | +1.0% | 0.403% | |
4/28/2025 | Clear Creek Financial Management LLC | 25,944 | $1.25M | 0.1% | +1.5% | 0.177% | |
4/15/2025 | Collier Financial | 5,059 | $243K | 0.2% | -16.0% | 0.034% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,465 | $303K | 0.0% | N/A | 0.046% | |
2/17/2025 | Cetera Investment Advisers | 11,808 | $553K | 0.0% | +15.9% | 0.084% | |
2/14/2025 | Jane Street Group LLC | 8,930 | $418K | 0.0% | -77.0% | 0.064% | |
2/14/2025 | Capital Analysts LLC | 17,387 | $814K | 0.0% | +19.8% | 0.124% | |
2/13/2025 | Raymond James Financial Inc. | 103,408 | $4.84M | 0.0% | N/A | 0.739% | |
2/13/2025 | Envestnet Asset Management Inc. | 5,077 | $238K | 0.0% | -34.7% | 0.036% | |
2/12/2025 | WealthTrak Capital Management LLC | 4,846 | $227K | 0.2% | N/A | 0.035% | |
2/12/2025 | JPMorgan Chase & Co. | 10,391,661 | $486.33M | 0.0% | -3.4% | 74.279% | |
2/11/2025 | LPL Financial LLC | 17,642 | $826K | 0.0% | -13.7% | 0.126% | |
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2/11/2025 | Oxford Financial Group LTD. LLC | 335,752 | $15.71M | 1.0% | -6.9% | 2.400% | |
2/7/2025 | HighTower Advisors LLC | 62,136 | $2.91M | 0.0% | N/A | 0.444% | |
2/6/2025 | Raymond James Financial Inc. | 103,408 | $4.84M | 0.0% | N/A | 0.739% | |
2/6/2025 | Mainstream Capital Management LLC | 706 | $33K | 0.0% | N/A | 0.005% | |
2/6/2025 | Sage Rhino Capital LLC | 58,547 | $2.74M | 0.6% | -5.9% | 0.418% | |
2/6/2025 | Jones Financial Companies Lllp | 2,925 | $137K | 0.0% | +15.1% | 0.021% | |
1/28/2025 | Kestra Private Wealth Services LLC | 49,050 | $2.30M | 0.0% | +15.4% | 0.351% | |
1/24/2025 | Clear Creek Financial Management LLC | 25,549 | $1.20M | 0.1% | N/A | 0.183% | |
1/17/2025 | Bill Few Associates Inc. | 13,201 | $618K | 0.2% | +22.2% | 0.094% | |
12/26/2024 | JPMorgan Chase & Co. | 10,754,429 | $516.32M | 0.0% | +3.2% | 76.872% | |
11/15/2024 | MML Investors Services LLC | 6,830 | $328K | 0.0% | +9.5% | 0.049% | |
11/15/2024 | Jane Street Group LLC | 38,862 | $1.87M | 0.0% | +59.0% | 0.278% | |
11/14/2024 | Flow Traders U.S. LLC | 22,995 | $1.10M | 0.1% | +15.8% | 0.164% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 4,927 | $237K | 0.0% | N/A | 0.035% | |
10/24/2024 | Kavar Capital Partners Group LLC | 49,292 | $2.37M | 0.4% | N/A | 0.352% | |
10/16/2024 | Bill Few Associates Inc. | 10,806 | $519K | 0.2% | -12.5% | 0.077% | |
10/5/2024 | Halpern Financial Inc. | 224,635 | $10.78M | 2.8% | +2.5% | 1.606% | |
8/14/2024 | Bank of Montreal Can | 13,600 | $635K | 0.0% | +1,260.0% | 0.097% | |
7/30/2024 | Sage Rhino Capital LLC | 62,531 | $2.92M | 0.7% | +1.4% | 0.447% | |
7/17/2024 | Olympus Wealth Management LLC | 4,763 | $222K | 0.1% | N/A | 0.034% | |
7/16/2024 | Bill Few Associates Inc. | 12,348 | $577K | 0.2% | -52.7% | 0.088% | |
7/9/2024 | Halpern Financial Inc. | 219,158 | $10.23M | 2.8% | +4.9% | 1.567% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 363,356 | $17.03M | 1.2% | -2.7% | 2.597% | |
4/26/2024 | Sage Rhino Capital LLC | 61,660 | $2.89M | 0.7% | +7.9% | 0.441% | |
4/9/2024 | Halpern Financial Inc. | 208,853 | $9.71M | 2.8% | +6.1% | 0.000% | |
2/26/2024 | Centaurus Financial Inc. | 3,450 | $160K | 0.0% | -22.5% | 0.000% | |
2/15/2024 | Oxford Financial Group LTD. LLC | 373,292 | $17.36M | 1.3% | -9.0% | 0.000% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 6,165 | $287K | 0.1% | -10.8% | 0.000% | |
2/5/2024 | Sage Rhino Capital LLC | 57,134 | $2.66M | 0.7% | -3.6% | 0.000% | |
2/5/2024 | Kestra Private Wealth Services LLC | 26,145 | $1.22M | 0.0% | +3.9% | 0.000% | |
2/1/2024 | Gradient Capital Advisors LLC | 5,100 | $237K | 0.1% | -19.6% | 0.000% | |
1/31/2024 | Hunter Associates Investment Management LLC | 98,533 | $4.58M | 0.8% | -16.6% | 0.000% | |
1/19/2024 | Realta Investment Advisors | 5,485 | $255K | 0.1% | +11.8% | 0.000% | |
1/19/2024 | Halpern Financial Inc. | 196,883 | $9.15M | 2.8% | +0.3% | 0.000% | |
1/17/2024 | Bill Few Associates Inc. | 26,720 | $1.24M | 0.6% | -11.4% | 0.000% | |
11/15/2023 | JPMorgan Chase & Co. | 6,481,136 | $292.95M | 0.0% | -3.0% | 0.000% | |
11/8/2023 | Kestra Private Wealth Services LLC | 25,163 | $1.14M | 0.0% | +16.7% | 0.000% | |
11/6/2023 | Kavar Capital Partners Group LLC | 100,783 | $4.56M | 1.0% | -7.8% | 0.000% | |
10/26/2023 | Sage Rhino Capital LLC | 59,288 | $2.68M | 0.7% | -7.2% | 0.000% | |
10/25/2023 | Stone Point Wealth LLC | 12,677 | $573K | 0.2% | +11.4% | 0.000% | |
10/20/2023 | Bill Few Associates Inc. | 30,161 | $1.36M | 0.7% | +12.1% | 0.000% | |
10/10/2023 | Halpern Financial Inc. | 196,299 | $8.87M | 3.1% | +7.3% | 0.000% | |
9/21/2023 | Halpern Financial Inc. | 182,908 | $8.45M | 2.9% | +2.1% | 0.000% | |
8/11/2023 | JPMorgan Chase & Co. | 6,682,857 | $308.61M | 0.0% | -39.2% | 0.000% | |
8/10/2023 | Oxford Financial Group Ltd. | 420,391 | $19.41M | 1.8% | -12.3% | 0.000% | |
8/9/2023 | Flow Traders U.S. LLC | 14,649 | $676K | 0.0% | N/A | 0.000% | |
8/9/2023 | Coastal Investment Advisors Inc. | 4,904 | $226K | 0.0% | N/A | 0.000% | |
8/8/2023 | Kestra Private Wealth Services LLC | 21,562 | $996K | 0.0% | +21.9% | 0.000% | |
8/3/2023 | Hunter Associates Investment Management LLC | 118,209 | $5.46M | 1.1% | -5.4% | 0.000% | |
7/31/2023 | LPL Financial LLC | 31,195 | $1.44M | 0.0% | -30.1% | 0.000% | |
Winning the AI War (Ad) What’s really driving the trade wars, reshoring, and sweeping executive orders? According to Porter Stansberry and Jeff Brown, it all traces back to one force: artificial intelligence.
Trump has declared AI a national priority—and is using emergency powers to funnel trillions into the companies building the digital and energy infrastructure behind America’s AI dominance. This isn’t speculation—it’s strategic deployment, already in motion. Click here to watch the urgent broadcast and discover two stocks they believe are best positioned to |
7/31/2023 | Sage Rhino Capital LLC | 63,902 | $2.95M | 0.8% | -1.4% | 0.000% | |
7/26/2023 | Stone Point Wealth LLC | 11,382 | $526K | 0.2% | +12.1% | 0.000% | |
7/19/2023 | Gradient Capital Advisors LLC | 6,322 | $292K | 0.1% | +37.3% | 0.000% | |
7/18/2023 | Bill Few Associates Inc. | 26,895 | $1.24M | 0.6% | +33.1% | 0.000% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 29,250 | $1.35M | 0.0% | +2.4% | 0.000% | |
5/12/2023 | Oxford Financial Group Ltd. | 479,205 | $22.76M | 2.6% | -3.0% | 0.000% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 28,569 | $1.36M | 0.0% | -5.4% | 0.000% | |
5/10/2023 | Citizens Financial Group Inc RI | 12,862 | $611K | 0.0% | +24.0% | 0.000% | |
5/10/2023 | Resources Investment Advisors LLC. | 9,099 | $432K | 0.0% | N/A | 0.000% | |
5/2/2023 | Hunter Associates Investment Management LLC | 124,959 | $5.94M | 1.3% | -21.8% | 0.000% | |