7/11/2025 | Annex Advisory Services LLC | 5,983 | $603K | 0.0% | -18.9% | 0.005% | |
7/11/2025 | Arthur M. Cohen & Associates LLC | 23,997 | $2.42M | 0.4% | +14.9% | 0.021% | |
7/11/2025 | Farther Finance Advisors LLC | 32,702 | $3.29M | 0.1% | -0.7% | 0.029% | |
7/11/2025 | Silver Oak Securities Incorporated | 3,142 | $316K | 0.0% | -4.8% | 0.003% | |
7/11/2025 | UMB Bank n.a. | 480 | $48K | 0.0% | N/A | 0.000% | |
7/11/2025 | Pinnacle Bancorp Inc. | 1,292 | $130K | 0.0% | +61.5% | 0.001% | |
7/11/2025 | Global X Japan Co. Ltd. | 6,314 | $636K | 0.1% | -87.9% | 0.006% | |
7/11/2025 | AA Financial Advisors LLC | 19,037 | $1.92M | 0.4% | -7.3% | 0.017% | |
7/11/2025 | Rockwood Wealth Management LLC | 3,700 | $373K | 0.0% | -20.0% | 0.003% | |
7/11/2025 | LongView Wealth Management | 6,704 | $675K | 0.2% | +2.3% | 0.006% | |
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7/11/2025 | Essex Savings Bank | 4,766 | $480K | 0.1% | -2.1% | 0.004% | |
7/11/2025 | SeaCrest Wealth Management LLC | 13,890 | $1.40M | 0.2% | -3.7% | 0.012% | |
7/11/2025 | Kapstone Financial Advisors LLC | 3,205 | $323K | 0.2% | -14.6% | 0.003% | |
7/10/2025 | McHugh Group LLC | 6,000 | $604K | 0.4% | N/A | 0.005% | |
7/10/2025 | Legacy Financial Strategies LLC | 4,758 | $479K | 0.1% | -5.6% | 0.004% | |
7/10/2025 | Kozak & Associates Inc. | 8,429 | $867K | 0.2% | +5.5% | 0.007% | |
7/10/2025 | Rockland Trust Co. | 664,755 | $66.94M | 3.3% | +1.4% | 0.586% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 92,215 | $9.49M | 0.3% | +34.2% | 0.081% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 80,906 | $8.33M | 0.0% | -25.5% | 0.071% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 17,235 | $1.74M | 0.1% | -4.6% | 0.015% | |
7/9/2025 | Channel Wealth LLC | 11,892 | $1.20M | 0.3% | -2.3% | 0.010% | |
7/9/2025 | Breakwater Capital Group | 23,146 | $2.33M | 0.4% | +7.8% | 0.020% | |
7/9/2025 | Veracity Capital LLC | 5,397 | $543K | 0.2% | -10.0% | 0.005% | |
7/9/2025 | Key Client Fiduciary Advisors LLC | 5,931 | $597K | 0.2% | +2.7% | 0.005% | |
7/9/2025 | Sandy Cove Advisors LLC | 2,027 | $204K | 0.1% | N/A | 0.002% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 4,757 | $479K | 0.0% | -2.0% | 0.004% | |
7/8/2025 | IAM Advisory LLC | 659,573 | $66.42M | 15.9% | +1.9% | 0.582% | |
7/8/2025 | Atlas Brown Inc. | 24,072 | $2.42M | 0.8% | +0.6% | 0.021% | |
7/8/2025 | Prism Advisors Inc. | 84,189 | $8.48M | 2.4% | -0.8% | 0.074% | |
7/8/2025 | Goldstone Financial Group LLC | 61,155 | $6.29M | 0.8% | +6.6% | 0.054% | |
7/8/2025 | NBC Securities Inc. | 9,718 | $978K | 0.1% | -2.1% | 0.009% | |
7/8/2025 | Legacy Private Trust Co. | 91,142 | $9.18M | 0.6% | +3.3% | 0.080% | |
7/8/2025 | Moulton Wealth Management Inc. | 16,919 | $1.74M | 1.3% | -23.5% | 0.015% | |
7/8/2025 | Parallel Advisors LLC | 7,749 | $780K | 0.0% | -2.5% | 0.007% | |
7/8/2025 | Lowe Wealth Advisors LLC | 10,377 | $1.05M | 0.4% | -46.5% | 0.009% | |
7/7/2025 | Capital Asset Advisory Services LLC | 5,522 | $566K | 0.0% | -20.7% | 0.005% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,468 | $148K | 0.0% | -7.1% | 0.001% | |
7/7/2025 | Centurion Wealth Management LLC | 68,328 | $6.88M | 2.0% | -2.8% | 0.060% | |
7/7/2025 | RB Capital Management LLC | 2,674 | $269K | 0.1% | +8.3% | 0.002% | |
7/2/2025 | HBW Advisory Services LLC | 6,504 | $655K | 0.1% | +90.5% | 0.006% | |
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad) Obscure Metal More Valuable than Gold and Bitcoin… COMBINED?
This strange "AI Metal" holds the key to the $100 trillion AI boom.
Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world.
And you won't believe what he uncovered. Click here to see the details because this could be the biggest tech story of this decade. |
7/2/2025 | LVM Capital Management Ltd. MI | 5,635 | $567K | 0.1% | -29.7% | 0.005% | |
7/1/2025 | Harbor Investment Advisory LLC | 7,948 | $800K | 0.1% | -1.8% | 0.007% | |
6/20/2025 | Real Talk Capital LLC | 54,516 | $5.57M | 7.5% | -19.4% | 0.048% | |
6/16/2025 | Lynx Investment Advisory | 51,837 | $5.30M | 3.5% | -2.6% | 0.045% | |
5/28/2025 | Intrua Financial LLC | 2,250 | $230K | 0.0% | -9.9% | 0.002% | |
5/27/2025 | Jacobi Capital Management LLC | 57,665 | $5.89M | 0.4% | -17.5% | 0.050% | |
5/21/2025 | McAdam LLC | 3,937 | $402K | 0.0% | N/A | 0.003% | |
5/21/2025 | Geneos Wealth Management Inc. | 18,093 | $1.85M | 0.1% | -8.5% | 0.016% | |
5/20/2025 | Focus Partners Wealth | 96,824 | $9.89M | 0.0% | -0.4% | 0.084% | |
5/20/2025 | Flaharty Asset Management LLC | 1,606 | $164K | 0.0% | N/A | 0.001% | |
5/20/2025 | Integrity Alliance LLC. | 2,021 | $206K | 0.0% | N/A | 0.002% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 34,072 | $3.48M | 2.1% | -7.5% | 0.030% | |
5/19/2025 | Jane Street Group LLC | 4,707 | $481K | 0.0% | N/A | 0.004% | |
5/19/2025 | SageView Advisory Group LLC | 6,224 | $636K | 0.0% | +63.6% | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 280,575 | $28.67M | 0.0% | -12.4% | 0.247% | |
5/16/2025 | National Wealth Management Group LLC | 4,762 | $487K | 0.3% | -11.0% | 0.004% | |
5/16/2025 | NewEdge Advisors LLC | 133,355 | $13.63M | 0.1% | +8.6% | 0.116% | |
5/16/2025 | Integrated Wealth Concepts LLC | 23,346 | $2.39M | 0.0% | -21.9% | 0.020% | |
5/16/2025 | Clark Capital Management Group Inc. | 2,565 | $262K | 0.0% | -21.0% | 0.002% | |
5/16/2025 | Curi RMB Capital LLC | 7,568 | $777K | 0.0% | -42.3% | 0.007% | |
5/16/2025 | AQR Capital Management LLC | 36,442 | $3.72M | 0.0% | +6.3% | 0.032% | |
5/15/2025 | Promethium Advisors LLC | 6,967 | $716K | 0.5% | -18.0% | 0.006% | |
5/15/2025 | Paragon Private Wealth Management LLC | 13,673 | $1.40M | 0.6% | -43.0% | 0.012% | |
5/15/2025 | EP Wealth Advisors LLC | 16,833 | $1.72M | 0.0% | -7.0% | 0.015% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 8,747 | $894K | 0.0% | +237.6% | 0.008% | |
5/15/2025 | Ameriflex Group Inc. | 22,363 | $2.29M | 0.9% | +14.7% | 0.019% | |
5/15/2025 | Flputnam Investment Management Co. | 7,135 | $729K | 0.0% | +152.4% | 0.006% | |
5/15/2025 | Royal Bank of Canada | 1,416,812 | $144.77M | 0.0% | -0.8% | 1.229% | |
5/15/2025 | Betterment LLC | 2,610 | $267K | 0.0% | -28.6% | 0.002% | |
5/15/2025 | MAI Capital Management | 34,564 | $3.53M | 0.0% | -1.2% | 0.030% | |
5/15/2025 | Connecticut Wealth Management LLC | 44,365 | $4.53M | 0.2% | -66.2% | 0.038% | |
5/15/2025 | Baird Financial Group Inc. | 336,595 | $34.39M | 0.1% | +1.8% | 0.292% | |
5/15/2025 | BNP Paribas Financial Markets | 322,712 | $32.98M | 0.0% | +223.7% | 0.280% | |
5/14/2025 | RB Capital Management LLC | 2,470 | $252K | 0.1% | +4.8% | 0.002% | |
5/14/2025 | PKS Advisory Services LLC | 43,123 | $4.41M | 1.3% | +9.3% | 0.037% | |
5/14/2025 | Apexium Financial LP | 138,224 | $14.12M | 0.8% | +11.4% | 0.120% | |
5/14/2025 | Comerica Bank | 118,453 | $12.10M | 0.1% | -3.9% | 0.103% | |
5/14/2025 | Synovus Financial Corp | 30,460 | $3.11M | 0.0% | -16.3% | 0.026% | |
5/14/2025 | Jump Financial LLC | 25,838 | $2.64M | 0.0% | +7.8% | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 152,506 | $15.58M | 0.0% | -25.3% | 0.132% | |
5/14/2025 | Sax Wealth Advisors LLC | 3,579 | $366K | 0.0% | +48.2% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 50,001 | $5.11M | 0.0% | -7.5% | 0.043% | |
5/14/2025 | Compound Planning Inc. | 15,296 | $1.56M | 0.1% | +3.0% | 0.013% | |
5/14/2025 | Ameriprise Financial Inc. | 639,089 | $65.32M | 0.0% | -6.6% | 0.555% | |
5/14/2025 | Summit Financial LLC | 67,043 | $6.85M | 0.2% | +721.8% | 0.058% | |
5/14/2025 | Flow Traders U.S. LLC | 9,373 | $958K | 0.0% | -28.8% | 0.008% | |
5/14/2025 | Partners Capital Investment Group LLP | 9,086 | $928K | 0.0% | +100.0% | 0.008% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 78,089 | $7.98M | 3.6% | +3.5% | 0.068% | |
5/14/2025 | Tradition Wealth Management LLC | 69,392 | $7.09M | 0.6% | -0.3% | 0.060% | |
5/14/2025 | Venture Visionary Partners LLC | 50,475 | $5.16M | 0.2% | +5.0% | 0.044% | |
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad) Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents.
With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside. Get the name of Buffett’s likely gold target here |
5/13/2025 | Aptus Capital Advisors LLC | 15,878 | $1.62M | 0.0% | +11.1% | 0.014% | |
5/13/2025 | Freestone Capital Holdings LLC | 4,037 | $412K | 0.0% | -9.5% | 0.003% | |
5/13/2025 | Spreng Capital Management Inc. | 9,320 | $952K | 0.4% | -2.8% | 0.008% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 32,525 | $3.32M | 0.0% | -1.5% | 0.028% | |
5/13/2025 | Tyler Stone Wealth Management | 58,548 | $5.98M | 1.1% | -1.2% | 0.050% | |
5/13/2025 | Raymond James Financial Inc. | 1,987,415 | $203.07M | 0.1% | -11.4% | 1.710% | |
5/13/2025 | Pinnacle Holdings LLC | 4,078 | $417K | 0.2% | +55.5% | 0.004% | |
5/13/2025 | Cresset Asset Management LLC | 1,724,055 | $176.96M | 0.9% | +4.8% | 1.484% | |
5/13/2025 | Tocqueville Asset Management L.P. | 2,690 | $275K | 0.0% | -33.8% | 0.002% | |
5/13/2025 | United Capital Management of KS Inc. | 3,641 | $372K | 0.1% | -20.9% | 0.003% | |