| 5/1/2025 | Asset Dedication LLC | 735,086 | $14.40M | 1.2% | +4.0% | 0.428% | |
| 5/1/2025 | CWM LLC | 80,182 | $1.57M | 0.0% | +3.2% | 0.047% | |
| 5/1/2025 | TFR Capital LLC. | 92,710 | $1.82M | 0.8% | +658.7% | 0.054% | |
| 5/1/2025 | BankPlus Trust Department | 14,320 | $281K | 0.1% | N/A | 0.008% | |
| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 174,631 | $3.42M | 0.5% | N/A | 0.102% | |
| 4/30/2025 | True Vision MN LLC | 34,559 | $677K | 0.4% | -3.6% | 0.020% | |
| 4/30/2025 | Leavell Investment Management Inc. | 89,006 | $1.74M | 0.1% | -0.8% | 0.052% | |
| 4/30/2025 | Ramiah Investment Group | 17,744 | $348K | 0.4% | N/A | 0.010% | |
| 4/30/2025 | Principal Securities Inc. | 24,065 | $469K | 0.0% | +2.5% | 0.014% | |
| 4/30/2025 | Optimum Investment Advisors | 3,000 | $59K | 0.0% | +200.0% | 0.002% | |
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| 4/30/2025 | Silverlake Wealth Management LLC | 129,196 | $2.53M | 1.0% | +15.5% | 0.075% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 132,135 | $2.59M | 0.3% | +9.9% | 0.077% | |
| 4/30/2025 | 49 Wealth Management LLC | 1,067,606 | $20.91M | 2.5% | +1.1% | 0.621% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 20,993 | $411K | 0.0% | +13.5% | 0.012% | |
| 4/30/2025 | Brown Financial Advisory | 15,372 | $301K | 0.2% | N/A | 0.009% | |
| 4/30/2025 | Brown Advisory Inc. | 40,060 | $785K | 0.0% | +1.7% | 0.023% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 680,647 | $13.33M | 0.0% | +29.5% | 0.396% | |
| 4/29/2025 | Novare Capital Management LLC | 166,522 | $3.26M | 0.3% | +0.7% | 0.097% | |
| 4/29/2025 | HM Payson & Co. | 1,411 | $28K | 0.0% | +1,019.8% | 0.001% | |
| 4/29/2025 | Wayfinding Financial LLC | 3,064 | $60K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 5,275 | $103K | 0.0% | +131.9% | 0.003% | |
| 4/29/2025 | Brookstone Capital Management | 1,531,447 | $30.00M | 0.4% | -2.3% | 0.891% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 30,443 | $596K | 0.0% | -11.8% | 0.018% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 24,174 | $474K | 0.1% | -7.2% | 0.014% | |
| 4/28/2025 | Straight Path Wealth Management | 396,751 | $7.77M | 3.1% | +4.5% | 0.231% | |
| 4/28/2025 | Clark Asset Management LLC | 609,319 | $11.94M | 2.0% | +10.9% | 0.354% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 11,259 | $221K | 0.0% | N/A | 0.007% | |
| 4/28/2025 | First Horizon Advisors Inc. | 18,385 | $360K | 0.0% | -13.5% | 0.011% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 62,267 | $1.22M | 0.2% | +9.8% | 0.036% | |
| 4/28/2025 | ArborFi Advisors LLC | 61,476 | $1.20M | 1.2% | +4.0% | 0.036% | |
| 4/28/2025 | Oregon Pacific Wealth Management LLC | 38,425 | $753K | 0.8% | +6.9% | 0.022% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 287,488 | $5.63M | 3.6% | +2.8% | 0.167% | |
| 4/28/2025 | Vontobel Holding Ltd. | 10,000 | $196K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 67,789 | $1.32M | 0.4% | -1.1% | 0.039% | |
| 4/25/2025 | First Fiduciary Investment Counsel Inc. | 39,217 | $768K | 0.2% | +21.8% | 0.023% | |
| 4/25/2025 | Pacific Wealth Strategies Group Inc. | 22,978 | $450K | 0.3% | N/A | 0.013% | |
| 4/25/2025 | Hills Bank & Trust Co | 2,409,045 | $47.19M | 3.3% | +2.3% | 1.401% | |
| 4/25/2025 | Sovran Advisors LLC | 23,736 | $465K | 0.1% | N/A | 0.014% | |
| 4/23/2025 | G2 Capital Management LLC OH | 82,021 | $1.61M | 0.5% | +1.0% | 0.048% | |
| 4/23/2025 | Kirr Marbach & Co. LLC IN | 656,260 | $12.86M | 3.0% | +2.5% | 0.382% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
| 4/23/2025 | GHP Investment Advisors Inc. | 1,525 | $30K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Blossom Wealth Management | 24,930 | $488K | 1.0% | +9.1% | 0.015% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 13,292 | $260K | 0.0% | -7.9% | 0.008% | |
| 4/23/2025 | Valmark Advisers Inc. | 17,464 | $342K | 0.0% | +21.9% | 0.010% | |
| 4/23/2025 | Vantage Point Financial LLC | 55,586 | $1.09M | 0.5% | +10.1% | 0.032% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 64,649 | $1.27M | 0.2% | -15.0% | 0.038% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 802,414 | $15.72M | 0.1% | +74.6% | 0.474% | |
| 4/22/2025 | Tassel Capital Management Inc. | 24,786 | $486K | 0.4% | +13.4% | 0.015% | |
| 4/22/2025 | Paradiem LLC | 114,043 | $2.23M | 0.6% | -9.1% | 0.067% | |
| 4/22/2025 | Masso Torrence Wealth Management Inc. | 85,596 | $1.68M | 0.9% | +7.4% | 0.051% | |
| 4/22/2025 | Woodmont Investment Counsel LLC | 66,710 | $1.31M | 0.1% | -2.5% | 0.039% | |
| 4/22/2025 | Marietta Wealth Management LLC | 317,910 | $6.23M | 0.9% | +3.5% | 0.188% | |
| 4/22/2025 | World Equity Group Inc. | 11,303 | $222K | 0.1% | -31.0% | 0.007% | |
| 4/22/2025 | Denver Wealth Management Inc. | 20,909 | $410K | 0.2% | -72.7% | 0.012% | |
| 4/22/2025 | Segment Wealth Management LLC | 63,792 | $1.25M | 0.1% | +3.1% | 0.038% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 313,800 | $6.15M | 4.0% | N/A | 0.187% | |
| 4/21/2025 | Avior Wealth Management LLC | 2,421,039 | $47.43M | 1.8% | +16.9% | 1.445% | |
| 4/21/2025 | ORG Partners LLC | 34,869 | $683K | 0.2% | +35.5% | 0.021% | |
| 4/21/2025 | OLD Second National Bank of Aurora | 329,334 | $6.45M | 1.5% | +5.7% | 0.197% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 371,310 | $7.27M | 3.1% | +0.6% | 0.222% | |
| 4/21/2025 | River Street Advisors LLC | 120,834 | $2.37M | 1.2% | +6.5% | 0.072% | |
| 4/21/2025 | Matthew Goff Investment Advisor LLC | 136,804 | $2.68M | 0.5% | -5.9% | 0.082% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 678,401 | $13.29M | 0.9% | +10.3% | 0.405% | |
| 4/17/2025 | AA Financial Advisors LLC | 566,075 | $11.09M | 2.7% | +19.1% | 0.338% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 869,997 | $17.04M | 0.0% | -14.9% | 0.519% | |
| 4/17/2025 | Good Life Advisors LLC | 78,911 | $1.55M | 0.1% | -44.7% | 0.047% | |
| 4/17/2025 | Hengehold Capital Management LLC | 430,620 | $8.44M | 0.8% | +19.4% | 0.257% | |
| 4/17/2025 | Tenon Financial LLC | 131,177 | $2.57M | 1.6% | +19.2% | 0.078% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 36,426 | $714K | 0.5% | +22.2% | 0.022% | |
| 4/16/2025 | Everpar Advisors LLC | 16,505 | $323K | 0.2% | +21.6% | 0.010% | |
| 4/16/2025 | CRA Financial Services LLC | 120,853 | $2.37M | 0.4% | +7.4% | 0.072% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 211,905 | $4.15M | 0.0% | +10.6% | 0.126% | |
| 4/16/2025 | Sound Stewardship LLC | 364,204 | $7.14M | 4.1% | +4.2% | 0.218% | |
| 4/16/2025 | Ballew Advisors Inc | 35,947 | $701K | 0.5% | +114.1% | 0.022% | |
| 4/15/2025 | Net Worth Advisory Group | 16,028 | $314K | 0.1% | +11.8% | 0.010% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 255,303 | $5.00M | 0.8% | +5.9% | 0.153% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 515,237 | $10.09M | 3.1% | +0.7% | 0.300% | |
| 4/15/2025 | Curbstone Financial Management Corp | 24,280 | $476K | 0.1% | N/A | 0.015% | |
| 4/15/2025 | Central Valley Advisors LLC | 450,658 | $8.83M | 3.3% | +1,842.8% | 0.270% | |
| 4/15/2025 | GAMMA Investing LLC | 30,768 | $603K | 0.0% | +18.8% | 0.018% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 11,095 | $217K | 0.0% | -6.6% | 0.007% | |
| 4/15/2025 | Fourpath Capital Management LLC | 10,116 | $198K | 0.0% | N/A | 0.006% | |
| 4/14/2025 | McCarthy & Cox | 251,117 | $4.92M | 2.1% | +11.0% | 0.150% | |
| 4/14/2025 | Capital Investment Advisors LLC | 30,528 | $598K | 0.0% | -3.1% | 0.018% | |
| 4/14/2025 | BCS Wealth Management | 375,824 | $7.36M | 1.9% | +1.2% | 0.225% | |
| 4/14/2025 | Park Avenue Securities LLC | 75,144 | $1.47M | 0.0% | +4.9% | 0.045% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 381,500 | $7.47M | 1.4% | +0.5% | 0.229% | |
| 4/11/2025 | Independence Bank of Kentucky | 49,037 | $961K | 0.2% | +4.1% | 0.029% | |
| 4/11/2025 | Butensky & Cohen Financial Security Inc. | 61,752 | $1.21M | 0.4% | +4.0% | 0.037% | |
| 4/11/2025 | Evexia Wealth LLC | 119,746 | $2.35M | 0.8% | +2.5% | 0.073% | |
What President Trump’s Executive Order 14154 means for your money (Ad) Nearly $3 trillion disappeared from the stock market on Thursday morning.
According to Whitney Tilson - a former hedge fund manager who predicted the dotcom crash, the housing crisis, and the 2022 tech stock bloodbath - a little-known executive order from the President's first day in office could spark a paradigm-shift that will likely catch millions of Americans off guard. But because of the massive changes impacting U.S. stocks, Tilson has agreed to publish his latest fi |
| 4/10/2025 | Chatham Capital Group Inc. | 478,145 | $9.37M | 1.6% | +3.5% | 0.290% | |
| 4/10/2025 | Beacon Financial Group | 52,113 | $1.02M | 0.1% | N/A | 0.032% | |
| 4/10/2025 | Secure Asset Management LLC | 58,926 | $1.15M | 0.2% | -60.5% | 0.036% | |
| 4/10/2025 | Apella Capital LLC | 45,331 | $888K | 0.0% | +3.8% | 0.028% | |
| 4/10/2025 | Horizons Wealth Management | 184,089 | $3.61M | 2.7% | +6.2% | 0.112% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 162,859 | $3.19M | 0.1% | -4.2% | 0.099% | |
| 4/10/2025 | Rialto Wealth Management LLC | 11,902 | $233K | 0.1% | -4.8% | 0.007% | |
| 4/10/2025 | Legacy Financial Group LLC | 857,471 | $16.80M | 2.6% | +0.2% | 0.521% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 1,350 | $26K | 0.0% | N/A | 0.001% | |
| 4/8/2025 | Lantz Financial LLC | 80,844 | $1.58M | 0.4% | +12.7% | 0.049% | |
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