| 4/30/2025 | Parr Mcknight Wealth Management Group LLC | 168,429 | $3.43M | 0.5% | N/A | 0.136% | |
| 4/30/2025 | Leavell Investment Management Inc. | 49,989 | $1.02M | 0.1% | -1.1% | 0.040% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 99,474 | $2.02M | 0.8% | +14.3% | 0.080% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 106,301 | $2.16M | 0.3% | +6.0% | 0.086% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 56,803 | $1.16M | 0.0% | -8.2% | 0.046% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 16,399 | $334K | 0.0% | -15.9% | 0.013% | |
| 4/30/2025 | Brown Financial Advisory | 14,789 | $301K | 0.2% | N/A | 0.012% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 784,373 | $15.96M | 0.0% | +35.1% | 0.633% | |
| 4/29/2025 | Novare Capital Management LLC | 144,096 | $2.93M | 0.3% | +8.2% | 0.116% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 14,833 | $302K | 0.0% | -87.0% | 0.012% | |
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| 4/29/2025 | Wayfinding Financial LLC | 2,945 | $59K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Brookstone Capital Management | 1,445,120 | $29.41M | 0.4% | -2.5% | 1.166% | |
| 4/28/2025 | Fusion Family Wealth LLC | 1,543,321 | $31.41M | 2.9% | -1.0% | 1.246% | |
| 4/28/2025 | Straight Path Wealth Management | 382,955 | $7.79M | 3.2% | +11.6% | 0.309% | |
| 4/28/2025 | Clark Asset Management LLC | 615,320 | $12.52M | 2.1% | +11.9% | 0.497% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 65,921 | $1.34M | 0.3% | +28.4% | 0.053% | |
| 4/28/2025 | Private Trust Co. NA | 11,460 | $233K | 0.0% | +4.6% | 0.009% | |
| 4/28/2025 | ArborFi Advisors LLC | 63,876 | $1.30M | 1.3% | +3.5% | 0.052% | |
| 4/28/2025 | Ledgewood Wealth Advisors LLC | 352,821 | $7.18M | 4.6% | +0.6% | 0.285% | |
| 4/28/2025 | Rovin Capital UT ADV | 137,275 | $2.79M | 0.9% | -8.2% | 0.111% | |
| 4/25/2025 | Altus Wealth Group LLC | 16,388 | $333K | 0.2% | -84.7% | 0.013% | |
| 4/25/2025 | First Fiduciary Investment Counsel Inc. | 18,465 | $376K | 0.1% | +7.1% | 0.015% | |
| 4/25/2025 | Hills Bank & Trust Co | 2,286,974 | $46.54M | 3.3% | +1.7% | 1.846% | |
| 4/25/2025 | Sovran Advisors LLC | 21,726 | $442K | 0.1% | N/A | 0.018% | |
| 4/24/2025 | Kessler Investment Group LLC | 7,296 | $148K | 0.1% | +70.5% | 0.006% | |
| 4/24/2025 | 4Thought Financial Group Inc. | 35,129 | $715K | 0.4% | -3.5% | 0.028% | |
| 4/23/2025 | Western Financial Corp CA | 49,522 | $1.01M | 0.6% | -5.2% | 0.040% | |
| 4/23/2025 | Financial Life Planners | 54,705 | $1.11M | 1.1% | -6.3% | 0.044% | |
| 4/23/2025 | G2 Capital Management LLC OH | 77,868 | $1.59M | 0.5% | +1.1% | 0.063% | |
| 4/23/2025 | Kirr Marbach & Co. LLC IN | 475,416 | $9.68M | 2.2% | +4.6% | 0.384% | |
| 4/23/2025 | Vantage Point Financial LLC | 48,851 | $994K | 0.5% | +7.1% | 0.039% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 64,661 | $1.32M | 0.2% | -18.0% | 0.053% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 784,257 | $15.96M | 0.1% | +57.1% | 0.642% | |
| 4/22/2025 | Tassel Capital Management Inc. | 15,863 | $323K | 0.3% | +6.2% | 0.013% | |
| 4/22/2025 | Marietta Wealth Management LLC | 307,535 | $6.26M | 0.9% | +3.8% | 0.252% | |
| 4/22/2025 | Segment Wealth Management LLC | 59,932 | $1.22M | 0.1% | +3.3% | 0.049% | |
| 4/21/2025 | Avior Wealth Management LLC | 119,158 | $2.43M | 0.1% | +122.6% | 0.098% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 765,292 | $15.57M | 6.6% | +0.1% | 0.627% | |
| 4/21/2025 | Matthew Goff Investment Advisor LLC | 98,599 | $2.01M | 0.4% | -3.1% | 0.081% | |
| 4/21/2025 | Community Bank N.A. | 1,837 | $37K | 0.0% | -40.5% | 0.002% | |
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| 4/17/2025 | AA Financial Advisors LLC | 115,160 | $2.34M | 0.6% | +3.0% | 0.094% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 464,000 | $9.44M | 0.0% | -14.7% | 0.380% | |
| 4/17/2025 | Hengehold Capital Management LLC | 407,410 | $8.29M | 0.8% | +9.3% | 0.334% | |
| 4/17/2025 | Tenon Financial LLC | 12,426 | $253K | 0.2% | N/A | 0.010% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 19,566 | $398K | 0.0% | +16.9% | 0.016% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 29,795 | $606K | 0.4% | +79.7% | 0.024% | |
| 4/16/2025 | Everpar Advisors LLC | 15,979 | $325K | 0.2% | +21.4% | 0.013% | |
| 4/16/2025 | CRA Financial Services LLC | 97,217 | $1.98M | 0.3% | +13.5% | 0.080% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 182,861 | $3.72M | 0.0% | +8.3% | 0.150% | |
| 4/16/2025 | Sound Stewardship LLC | 318,528 | $6.48M | 3.7% | +443.4% | 0.261% | |
| 4/16/2025 | Ballew Advisors Inc | 27,233 | $549K | 0.4% | N/A | 0.022% | |
| 4/15/2025 | Net Worth Advisory Group | 15,374 | $313K | 0.1% | +27.5% | 0.013% | |
| 4/15/2025 | Members Wealth LLC | 20,506 | $417K | 0.3% | +2.5% | 0.017% | |
| 4/15/2025 | Laurel Wealth Advisors LLC | 120,609 | $2.45M | 0.4% | +127.8% | 0.099% | |
| 4/15/2025 | Ironwood Wealth Management LLC. | 502,400 | $10.22M | 3.1% | +1.6% | 0.405% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 20,323 | $414K | 0.1% | N/A | 0.017% | |
| 4/15/2025 | Central Valley Advisors LLC | 438,045 | $8.91M | 3.4% | +1,864.2% | 0.359% | |
| 4/15/2025 | GAMMA Investing LLC | 25,618 | $521K | 0.0% | +14.5% | 0.021% | |
| 4/15/2025 | Fourpath Capital Management LLC | 23,403 | $476K | 0.1% | +106.1% | 0.019% | |
| 4/14/2025 | Parisi Gray Wealth Management | 111,322 | $2.27M | 0.7% | -1.4% | 0.091% | |
| 4/14/2025 | McCarthy & Cox | 185,875 | $3.78M | 1.6% | N/A | 0.152% | |
| 4/14/2025 | Capital Investment Advisors LLC | 30,502 | $621K | 0.0% | -13.0% | 0.025% | |
| 4/14/2025 | BCS Wealth Management | 291,399 | $5.93M | 1.5% | +2.0% | 0.239% | |
| 4/14/2025 | Park Avenue Securities LLC | 57,758 | $1.18M | 0.0% | +3.2% | 0.047% | |
| 4/11/2025 | Independence Bank of Kentucky | 49,059 | $998K | 0.2% | +4.1% | 0.040% | |
| 4/11/2025 | Butensky & Cohen Financial Security Inc. | 59,747 | $1.22M | 0.4% | +5.2% | 0.049% | |
| 4/11/2025 | Evexia Wealth LLC | 112,144 | $2.28M | 0.8% | +2.3% | 0.091% | |
| 4/10/2025 | Cypress Wealth Services LLC | 45,237 | $921K | 0.2% | +44.6% | 0.037% | |
| 4/10/2025 | Secure Asset Management LLC | 57,071 | $1.16M | 0.2% | -60.2% | 0.046% | |
| 4/10/2025 | TruWealth Advisors LLC | 4,250,093 | $86.49M | 5.2% | +1.9% | 3.451% | |
| 4/10/2025 | SMI Advisory Services LLC | 6,526 | $132K | 0.0% | N/A | 0.005% | |
| 4/10/2025 | Apella Capital LLC | 44,133 | $898K | 0.0% | +3.9% | 0.036% | |
| 4/10/2025 | Horizons Wealth Management | 188,037 | $3.83M | 2.8% | +8.9% | 0.153% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 113,212 | $2.30M | 0.1% | +22.9% | 0.092% | |
| 4/10/2025 | Rialto Wealth Management LLC | 8,980 | $183K | 0.1% | +11.9% | 0.007% | |
| 4/10/2025 | Legacy Financial Group LLC | 811,321 | $16.51M | 2.5% | +0.8% | 0.659% | |
| 4/9/2025 | ETF Portfolio Partners Inc. | 9,914 | $202K | 0.1% | N/A | 0.008% | |
| 4/8/2025 | S.E.E.D. Planning Group LLC | 161,479 | $3.29M | 1.1% | +29.8% | 0.131% | |
| 4/8/2025 | Red Spruce Capital LLC | 355,899 | $7.24M | 3.4% | -4.0% | 0.289% | |
| 4/7/2025 | GAMMA Investing LLC | 521,326 | $106.09M | 0.0% | +2,230.5% | 0.423% | |
| 4/4/2025 | Webster Bank N. A. | 5,000 | $102K | 0.0% | N/A | 0.004% | |
| 4/4/2025 | Legacy Private Trust Co. | 55,823 | $1.14M | 0.1% | -10.5% | 0.045% | |
| 4/3/2025 | Legacy Wealth Management LLC MS | 42,814 | $871K | 0.3% | +7.6% | 0.035% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 168,882 | $3.40M | 0.0% | +17.6% | 0.145% | |
| 3/17/2025 | Members Wealth LLC | 20,000 | $403K | 0.3% | N/A | 0.016% | |
| 2/28/2025 | BridgePort Financial Solutions LLC | 10,080 | $205K | 0.1% | N/A | 0.008% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 234,126 | $4.71M | 0.4% | -10.0% | 0.201% | |
| 2/24/2025 | Wilkins Miller Wealth Management LLC | 28,893 | $582K | 0.6% | N/A | 0.025% | |
| 2/19/2025 | Richmond Investment Services LLC | 53,345 | $1.07M | 0.6% | N/A | 0.046% | |
| 2/17/2025 | Vista Investment Management | 410,828 | $8.27M | 3.1% | -1.9% | 0.352% | |
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad) A Historic Gold Announcement Is About to Rock Wall Street
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Be ready before the historic gold move. Get Garrett’s Top Four picks now. |
| 2/17/2025 | Waverly Advisors LLC | 16,552 | $333K | 0.0% | +19.5% | 0.014% | |
| 2/17/2025 | TrinityPoint Wealth LLC | 91,817 | $1.85M | 0.3% | +19.0% | 0.079% | |
| 2/17/2025 | Royal Bank of Canada | 995,379 | $20.04M | 0.0% | +5.3% | 0.854% | |
| 2/17/2025 | Redwood Financial Network Corp | 68,386 | $1.38M | 1.0% | +6.7% | 0.059% | |
| 2/17/2025 | Guardian Wealth Advisors LLC NC | 186,254 | $3.75M | 0.3% | +271.5% | 0.160% | |
| 2/17/2025 | Focus Partners Wealth | 370,885 | $7.47M | 0.0% | +4.2% | 0.318% | |
| 2/17/2025 | Ellevest Inc. | 103,597 | $2.09M | 0.1% | +5.5% | 0.089% | |
| 2/17/2025 | EP Wealth Advisors LLC | 66,632 | $1.34M | 0.0% | +1,192.6% | 0.057% | |
| 2/17/2025 | Colonial Trust Co SC | 127,091 | $2.56M | 0.4% | +11.8% | 0.109% | |
| 2/17/2025 | Cetera Investment Advisers | 73,627 | $1.48M | 0.0% | +28.1% | 0.063% | |
