4/23/2024 | Raymond James Financial Services Advisors Inc. | 47,322 | $1.91M | 0.0% | +210.3% | 0.751% | |
4/19/2024 | Monument Capital Management | 5,645 | $227K | 0.1% | -8.9% | 0.090% | |
4/18/2024 | RHS Financial LLC | 7,794 | $314K | 0.2% | -12.3% | 0.124% | |
4/16/2024 | Monumental Financial Group Inc. | 27,260 | $1.10M | 0.6% | N/A | 0.433% | |
4/16/2024 | Tarbox Family Office Inc. | 14,106 | $568K | 0.1% | +7.8% | 0.224% | |
4/15/2024 | Sunbelt Securities Inc. | 12,170 | $490K | 0.1% | +7.3% | 0.193% | |
|
4/9/2024 | Montecito Bank & Trust | 8,285 | $334K | 0.1% | -3.1% | 0.158% | |
4/2/2024 | ST Germain D J Co. Inc. | 11,176 | $450K | 0.0% | -3.5% | 0.213% | |
3/26/2024 | Napatree Capital LLC | 10,612 | $386K | 0.4% | N/A | 0.202% | |
2/14/2024 | Retirement Capital Strategies | 121,448 | $4.42M | 1.9% | -5.7% | 2.313% | |
2/12/2024 | Sprinkle Financial Consultants LLC | 7,293 | $265K | 0.3% | N/A | 0.139% | |
2/9/2024 | Franklin Resources Inc. | 66,218 | $2.41M | 0.0% | N/A | 1.261% | |
2/8/2024 | Tarbox Family Office Inc. | 13,085 | $476K | 0.1% | -6.5% | 0.249% | |
2/8/2024 | US Financial Advisors LLC | 39,444 | $1.44M | 0.5% | +8.3% | 0.751% | |
2/8/2024 | JNBA Financial Advisors | 2,671 | $97K | 0.0% | +91.1% | 0.051% | |
2/7/2024 | Principal Securities Inc. | 757 | $28K | 0.0% | N/A | 0.014% | |
2/7/2024 | Sun Life Financial Inc. | 29,947 | $1.09B | 0.2% | -96.4% | 0.570% | |
2/6/2024 | Heritage Wealth Management LLC | 11,136 | $405K | 0.2% | N/A | 0.212% | |
2/6/2024 | New York Life Investment Management LLC | 22,696 | $826K | 0.0% | +48.8% | 0.432% | |
2/2/2024 | Truist Financial Corp | 50,090 | $1.82M | 0.0% | -4.0% | 0.954% | |
2/2/2024 | Gould Asset Management LLC CA | 29,660 | $1.08M | 0.3% | +35.0% | 0.565% | |
2/1/2024 | Ellenbecker Investment Group | 5,783 | $210K | 0.0% | N/A | 0.110% | |
2/1/2024 | Monument Capital Management | 6,199 | $226K | 0.1% | -14.3% | 0.118% | |
2/1/2024 | CWM LLC | 4,340 | $158K | 0.0% | N/A | 0.083% | |
1/29/2024 | Financial Council Asset Management Inc | 34,217 | $1.25M | 0.8% | N/A | 0.652% | |
1/25/2024 | BSW Wealth Partners | 112,434 | $4.09M | 0.8% | +0.8% | 2.142% | |
1/24/2024 | Private Trust Co. NA | 1,508 | $55K | 0.0% | N/A | 0.029% | |
1/23/2024 | Better Money Decisions LLC | 96,695 | $3.52M | 2.9% | +39.0% | 1.842% | |
1/22/2024 | Crane Advisory LLC | 6,706 | $241K | 0.1% | N/A | 0.128% | |
1/18/2024 | Highland Financial Advisors LLC | 11,883 | $432K | 0.2% | +4.7% | 0.226% | |
1/17/2024 | Acorn Financial Advisory Services Inc. ADV | 16,464 | $599K | 0.1% | N/A | 0.314% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 15,251 | $555K | 0.0% | +1.8% | 0.290% | |
1/16/2024 | Topel & Distasi Wealth Management LLC | 7,550 | $275K | 0.1% | -4.3% | 0.144% | |
1/5/2024 | Montecito Bank & Trust | 8,546 | $311K | 0.1% | N/A | 0.163% | |
12/11/2023 | Sunbelt Securities Inc. | 12,360 | $401K | 0.1% | N/A | 0.235% | |
11/15/2023 | Becker Capital Management Inc. | 187,724 | $6.12M | 0.2% | +55.6% | 3.576% | |
11/13/2023 | Retirement Capital Strategies | 128,852 | $4.18M | 2.0% | -82.9% | 2.454% | |
11/13/2023 | US Financial Advisors LLC | 36,432 | $1.18M | 0.5% | +7.3% | 0.694% | |
11/8/2023 | Montrusco Bolton Investments Inc. | 104,439 | $3.39M | 0.0% | +15.5% | 1.989% | |
11/8/2023 | Pathstone Family Office LLC | 10,014 | $325K | 0.0% | N/A | 0.191% | |
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11/8/2023 | Better Money Decisions LLC | 69,588 | $2.26M | 2.0% | +3.2% | 1.325% | |
11/8/2023 | New York Life Investment Management LLC | 15,256 | $495K | 0.0% | +17.6% | 0.291% | |
11/7/2023 | Topel & Distasi Wealth Management LLC | 7,890 | $256K | 0.1% | -4.9% | 0.150% | |
11/6/2023 | Sigma Planning Corp | 8,365 | $271K | 0.0% | -5.0% | 0.159% | |
11/6/2023 | Wharton Business Group LLC | 89,190 | $2.89M | 0.2% | +6.2% | 1.699% | |
10/27/2023 | BSW Wealth Partners | 111,487 | $3.62M | 0.8% | -0.5% | 2.124% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,977 | $486K | 0.0% | -2.3% | 0.285% | |
10/24/2023 | Gould Asset Management LLC CA | 21,965 | $712K | 0.2% | -8.7% | 0.418% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 24,775 | $803K | 0.0% | +3.0% | 0.472% | |
10/23/2023 | Armor Investment Advisors LLC | 11,222 | $364K | 0.2% | -4.3% | 0.214% | |
10/23/2023 | Commonwealth Equity Services LLC | 9,819 | $318K | 0.0% | +4.0% | 0.187% | |
10/18/2023 | Leverty Financial Group LLC | 6,710 | $218K | 0.2% | -51.8% | 0.128% | |
10/13/2023 | Tarbox Family Office Inc. | 13,998 | $454K | 0.1% | N/A | 0.267% | |
10/12/2023 | AdvisorNet Financial Inc | 1,403 | $45K | 0.0% | +43.3% | 0.027% | |
10/11/2023 | Navalign LLC | 9,117 | $296K | 0.1% | N/A | 0.174% | |
8/15/2023 | Becker Capital Management Inc. | 120,629 | $4.08M | 0.2% | N/A | 2.298% | |
8/11/2023 | Atlantic Private Wealth LLC | 84,761 | $2.87M | 2.9% | +0.5% | 1.614% | |
8/10/2023 | US Financial Advisors LLC | 33,963 | $1.15M | 0.5% | -8.9% | 0.647% | |
8/9/2023 | Better Money Decisions LLC | 67,444 | $2.28M | 1.9% | -1.9% | 1.285% | |
8/7/2023 | Gould Asset Management LLC CA | 24,055 | $813K | 0.2% | +9.8% | 0.458% | |
8/7/2023 | Wharton Business Group LLC | 84,020 | $2.84M | 0.2% | +0.4% | 1.600% | |
8/7/2023 | Human Investing LLC | 8,444 | $286K | 0.1% | +7.3% | 0.161% | |
8/7/2023 | New York Life Investment Management LLC | 12,974 | $439K | 0.0% | -22.0% | 0.247% | |
8/4/2023 | Envestnet Asset Management Inc. | 70,671 | $2.39M | 0.0% | +0.9% | 1.346% | |
8/3/2023 | JNBA Financial Advisors | 1,171 | $40K | 0.0% | +52.1% | 0.022% | |
8/3/2023 | Montrusco Bolton Investments Inc. | 90,448 | $3.06M | 0.0% | +12.9% | 1.723% | |
8/2/2023 | Capital Asset Advisory Services LLC | 5,933 | $203K | 0.0% | N/A | 0.113% | |
8/2/2023 | MAI Capital Management | 21,835 | $738K | 0.0% | -4.4% | 0.416% | |
8/2/2023 | Sigma Planning Corp | 8,808 | $298K | 0.0% | -7.4% | 0.184% | |
7/31/2023 | LPL Financial LLC | 11,433 | $387K | 0.0% | +10.0% | 0.238% | |
7/19/2023 | Armor Investment Advisors LLC | 11,722 | $396K | 0.2% | -7.4% | 0.244% | |
7/14/2023 | AdvisorNet Financial Inc | 979 | $33K | 0.0% | N/A | 0.020% | |
7/13/2023 | Highland Financial Advisors LLC | 11,391 | $385K | 0.2% | -3.0% | 0.237% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 24,043 | $813K | 0.0% | +5.1% | 0.501% | |
6/22/2023 | Gries Financial LLC | 10,524 | $325K | 0.1% | -11.7% | 0.219% | |
5/16/2023 | BSW Wealth Partners | 117,658 | $3.64M | 0.7% | +0.6% | 2.736% | |
5/12/2023 | Atlantic Private Wealth LLC | 84,338 | $2.61M | 2.7% | +5.6% | 1.961% | |
5/10/2023 | MAI Capital Management | 22,850 | $706K | 0.0% | -26.7% | 0.531% | |
5/10/2023 | Human Investing LLC | 7,872 | $243K | 0.1% | N/A | 0.183% | |
5/9/2023 | US Bancorp DE | 10,524 | $325K | 0.0% | -11.7% | 0.245% | |
5/9/2023 | Montrusco Bolton Investments Inc. | 80,125 | $2.48M | 0.1% | +119.6% | 1.863% | |
5/8/2023 | New York Life Investment Management LLC | 16,630 | $514K | 0.0% | -74.7% | 0.387% | |
5/5/2023 | Truist Financial Corp | 52,210 | $1.61M | 0.0% | -17.3% | 1.214% | |
5/4/2023 | US Financial Advisors LLC | 37,277 | $1.15M | 0.5% | +7.3% | 0.867% | |
5/4/2023 | Wharton Business Group LLC | 83,695 | $2.59M | 0.2% | +3.8% | 1.946% | |
5/3/2023 | Better Money Decisions LLC | 68,764 | $2.13M | 1.8% | +23.7% | 1.599% | |
4/21/2023 | Monument Capital Management | 7,274 | $225K | 0.1% | -9.6% | 0.169% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 15,333 | $474K | 0.0% | -6.5% | 0.357% | |
2/13/2023 | Heritage Wealth Management LLC | 33,468 | $951K | 0.1% | +99.3% | 0.000% | |
2/10/2023 | New York Life Investment Management LLC | 65,775 | $1.87M | 0.0% | +84.1% | 0.000% | |
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If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE…
The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.
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2/10/2023 | Rehmann Capital Advisory Group | 7,740 | $220K | 0.0% | N/A | 0.000% | |
2/9/2023 | MAI Capital Management | 31,187 | $887K | 0.0% | -11.3% | 0.000% | |
2/9/2023 | Gould Asset Management LLC CA | 21,900 | $623K | 0.2% | N/A | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 16,397 | $466K | 0.0% | +8.4% | 0.000% | |
2/8/2023 | Thrivent Financial for Lutherans | 18,453 | $527K | 0.0% | +18.4% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 44,922 | $1.28M | 0.0% | -61.1% | 0.000% | |
2/8/2023 | Highland Financial Advisors LLC | 11,757 | $334K | 0.2% | +33.5% | 0.000% | |
2/7/2023 | Retirement Capital Strategies | 10,260 | $292K | 0.1% | N/A | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 82,112 | $2.33M | 0.0% | +6.2% | 0.000% | |
1/30/2023 | Armor Investment Advisors LLC | 12,662 | $360K | 0.2% | +45.4% | 0.000% | |