7/25/2025 | Astoria Portfolio Advisors LLC. | 31,390 | $711K | 0.2% | -23.4% | 0.134% | |
7/25/2025 | MGO One Seven LLC | 14,050 | $319K | 0.0% | -27.2% | 0.060% | |
7/25/2025 | CWM LLC | 93,553 | $2.12M | 0.0% | +68.4% | 0.400% | |
7/24/2025 | Leo Wealth LLC | 23,216 | $527K | 0.0% | N/A | 0.099% | |
7/24/2025 | McElhenny Sheffield Capital Management LLC | 1,381 | $31K | 0.0% | N/A | 0.006% | |
7/22/2025 | 4Thought Financial Group Inc. | 20,066 | $456K | 0.2% | -3.3% | 0.088% | |
7/21/2025 | Segment Wealth Management LLC | 66,170 | $1.50M | 0.1% | -1.7% | 0.289% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 32,718 | $743K | 0.0% | +2.8% | 0.143% | |
7/16/2025 | Tassel Capital Management Inc. | 10,470 | $238K | 0.2% | +7.6% | 0.046% | |
7/15/2025 | Legacy Financial Group LLC | 67,552 | $1.53M | 0.2% | +2.7% | 0.295% | |
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7/14/2025 | GAMMA Investing LLC | 9,186 | $209K | 0.0% | -83.6% | 0.040% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 29,442 | $668K | 0.4% | +2.9% | 0.129% | |
7/11/2025 | Farther Finance Advisors LLC | 8,159 | $185K | 0.0% | N/A | 0.036% | |
7/11/2025 | AA Financial Advisors LLC | 25,569 | $581K | 0.1% | +13.0% | 0.112% | |
7/8/2025 | S.E.E.D. Planning Group LLC | 77,524 | $1.76M | 0.6% | +4.0% | 0.345% | |
7/7/2025 | Horizons Wealth Management | 13,339 | $303K | 0.2% | +70.5% | 0.059% | |
7/3/2025 | Collective Family Office LLC | 202,448 | $4.60M | 1.2% | N/A | 0.908% | |
5/28/2025 | Intrua Financial LLC | 273,911 | $6.14M | 0.9% | N/A | 1.349% | |
5/19/2025 | Jane Street Group LLC | 126,309 | $2.83M | 0.0% | +153.2% | 0.622% | |
5/19/2025 | Advisory Alpha LLC | 289,911 | $6.50M | 0.2% | +24.8% | 1.428% | |
5/16/2025 | Arete Wealth Advisors LLC | 13,502 | $303K | 0.0% | -7.5% | 0.065% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 132,536 | $2.97M | 0.1% | N/A | 0.637% | |
5/16/2025 | Jones Financial Companies Lllp | 262,600 | $5.88M | 0.0% | +163.0% | 1.263% | |
5/16/2025 | NewEdge Advisors LLC | 64,459 | $1.44M | 0.0% | +9.0% | 0.310% | |
5/16/2025 | Integrated Wealth Concepts LLC | 52,845 | $1.18M | 0.0% | +38.9% | 0.254% | |
5/15/2025 | Ashton Thomas Securities LLC | 73,184 | $1.64M | 0.5% | +5.9% | 0.361% | |
5/15/2025 | Royal Bank of Canada | 157,038 | $3.52M | 0.0% | +4.1% | 0.774% | |
5/15/2025 | Insight Wealth Partners LLC | 13,168 | $295K | 0.0% | N/A | 0.065% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 28,441 | $637K | 0.5% | N/A | 0.140% | |
5/14/2025 | Comerica Bank | 14,839 | $332K | 0.0% | -37.6% | 0.073% | |
5/14/2025 | Kestra Advisory Services LLC | 53,192 | $1.19M | 0.0% | +23.4% | 0.262% | |
5/14/2025 | Compound Planning Inc. | 55,220 | $1.24M | 0.1% | +5.5% | 0.272% | |
5/14/2025 | Capital Analysts LLC | 10,054 | $225K | 0.0% | +19.7% | 0.050% | |
5/13/2025 | Raymond James Financial Inc. | 612,065 | $13.71M | 0.0% | +291.0% | 3.015% | |
5/13/2025 | Tyler Stone Wealth Management | 124,315 | $2.79M | 0.5% | +172.0% | 0.612% | |
5/13/2025 | Oder Investment Management LLC | 141,277 | $3.17M | 2.7% | +18.2% | 0.696% | |
5/13/2025 | NFP Retirement Inc. | 18,023 | $404K | 0.0% | +42.7% | 0.089% | |
5/12/2025 | Invesco Ltd. | 103,908 | $2.33M | 0.0% | -3.2% | 0.512% | |
5/12/2025 | Koss Olinger Consulting LLC | 16,414 | $368K | 0.0% | +3.0% | 0.081% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 31,840 | $713K | 0.0% | +1.7% | 0.157% | |
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5/8/2025 | Harbour Investments Inc. | 6,920 | $155K | 0.0% | +28.9% | 0.034% | |
5/7/2025 | Foundations Investment Advisors LLC | 12,410 | $278K | 0.0% | +18.0% | 0.061% | |
5/7/2025 | LPL Financial LLC | 877,789 | $19.67M | 0.0% | +28.8% | 4.324% | |
5/6/2025 | Cetera Investment Advisers | 743,788 | $16.66M | 0.0% | +3.1% | 3.664% | |
5/6/2025 | SFE Investment Counsel | 331,138 | $7.42M | 1.5% | -2.9% | 1.631% | |
5/6/2025 | Carnegie Investment Counsel | 23,150 | $508K | 0.0% | +5.8% | 0.114% | |
5/6/2025 | IMA Advisory Services Inc. | 4,895 | $110K | 0.0% | -97.7% | 0.024% | |
5/5/2025 | Atlantic Union Bankshares Corp | 9,985 | $224K | 0.0% | N/A | 0.049% | |
5/5/2025 | Private Advisor Group LLC | 70,103 | $1.57M | 0.0% | +69.3% | 0.345% | |
5/2/2025 | Larson Financial Group LLC | 212,020 | $4.75M | 0.2% | +2,328.1% | 1.044% | |
5/2/2025 | GPM Growth Investors Inc. | 113,461 | $2.54M | 1.1% | +3.1% | 0.559% | |
5/2/2025 | Kaye Capital Management | 87,108 | $1.95M | 0.8% | N/A | 0.429% | |
5/1/2025 | Key Financial Inc | 25,624 | $574K | 0.1% | +12.3% | 0.126% | |
5/1/2025 | CWM LLC | 55,563 | $1.25M | 0.0% | +24.7% | 0.274% | |
5/1/2025 | Stephens Inc. AR | 22,900 | $513K | 0.0% | +15.5% | 0.113% | |
4/30/2025 | Topsail Wealth Management LLC | 16,496 | $370K | 0.1% | +18.7% | 0.081% | |
4/30/2025 | AlphaStar Capital Management LLC | 16,587 | $372K | 0.0% | -3.7% | 0.082% | |
4/29/2025 | Envestnet Asset Management Inc. | 327,295 | $7.33M | 0.0% | -7.1% | 1.612% | |
4/28/2025 | Rovin Capital UT ADV | 276,002 | $6.18M | 2.0% | +26.1% | 1.360% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 40,964 | $911K | 0.3% | +231.2% | 0.202% | |
4/25/2025 | MorganRosel Wealth Management LLC | 5,734 | $128K | 0.0% | N/A | 0.028% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,234 | $319K | 0.0% | +18.3% | 0.070% | |
4/23/2025 | Vantage Point Financial LLC | 50,206 | $1.13M | 0.6% | +9.4% | 0.247% | |
4/22/2025 | Tassel Capital Management Inc. | 9,735 | $218K | 0.2% | N/A | 0.048% | |
4/22/2025 | Paradiem LLC | 97,856 | $2.19M | 0.6% | -9.0% | 0.487% | |
4/22/2025 | Altrius Capital Management Inc | 95,186 | $2.13M | 0.5% | +3.8% | 0.474% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 99,664 | $2.21M | 2.4% | -23.2% | 0.496% | |
4/22/2025 | Segment Wealth Management LLC | 67,330 | $1.51M | 0.1% | +1.1% | 0.335% | |
4/21/2025 | Meriwether Wealth & Planning LLC | 28,602 | $641K | 0.4% | +76.8% | 0.143% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 8,930 | $200K | 0.0% | -56.9% | 0.045% | |
4/17/2025 | AA Financial Advisors LLC | 22,630 | $507K | 0.1% | -12.4% | 0.113% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 35,137 | $787K | 0.0% | +16.3% | 0.176% | |
4/16/2025 | Sound Stewardship LLC | 51,299 | $1.15M | 0.7% | +2.6% | 0.258% | |
4/16/2025 | Ballew Advisors Inc | 31,396 | $693K | 0.5% | +113.0% | 0.158% | |
4/15/2025 | Net Worth Advisory Group | 14,093 | $316K | 0.1% | +9.9% | 0.071% | |
4/15/2025 | Ironwood Wealth Management LLC. | 357,792 | $8.02M | 2.5% | +1.7% | 1.763% | |
4/15/2025 | GAMMA Investing LLC | 56,036 | $1.26M | 0.1% | +21.2% | 0.282% | |
4/10/2025 | Horizons Wealth Management | 7,824 | $175K | 0.1% | +10.4% | 0.039% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 94,438 | $2.12M | 0.1% | -4.4% | 0.475% | |
4/10/2025 | Rialto Wealth Management LLC | 2,212 | $50K | 0.0% | N/A | 0.011% | |
4/10/2025 | Legacy Financial Group LLC | 65,755 | $1.47M | 0.2% | +3.6% | 0.330% | |
4/9/2025 | RFG Advisory LLC | 9,523 | $213K | 0.0% | N/A | 0.048% | |
4/9/2025 | Gradient Investments LLC | 9,265 | $208K | 0.0% | -14.2% | 0.047% | |
4/9/2025 | Quad Cities Investment Group LLC | 18,118 | $406K | 0.2% | +4.2% | 0.091% | |
4/8/2025 | Advisory Alpha LLC | 115,030 | $2.58M | 0.2% | -50.5% | 0.578% | |
4/8/2025 | S.E.E.D. Planning Group LLC | 74,511 | $1.67M | 0.6% | -3.6% | 0.374% | |
4/7/2025 | GAMMA Investing LLC | 1,255,475 | $281.29M | 0.1% | +2,615.1% | 6.309% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,209 | $677K | 0.0% | +35.3% | 0.172% | |
2/17/2025 | Cetera Investment Advisers | 721,523 | $16.16M | 0.0% | +35.7% | 4.100% | |
2/17/2025 | Captrust Financial Advisors | 454,531 | $10.18M | 0.0% | +74.7% | 2.583% | |
[No Brainer Gold Play]: “Show me a better investment.” (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 could 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. Click here to get Garrett’s Top Four picks now. |
2/17/2025 | Bank of America Corp DE | 107,190 | $2.40M | 0.0% | +95.3% | 0.609% | |
2/17/2025 | Ameriprise Financial Inc. | 121,173 | $2.71M | 0.0% | +8.2% | 0.688% | |
2/17/2025 | Ancora Advisors LLC | 1,566 | $35K | 0.0% | N/A | 0.009% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 357,059 | $8.00M | 0.0% | -0.7% | 2.029% | |
2/14/2025 | Jane Street Group LLC | 49,883 | $1.12M | 0.0% | -43.9% | 0.283% | |
2/14/2025 | Topsail Wealth Management LLC | 13,893 | $311K | 0.1% | N/A | 0.079% | |
2/14/2025 | Integrated Wealth Concepts LLC | 38,041 | $852K | 0.0% | +13.8% | 0.216% | |
2/14/2025 | MGO One Seven LLC | 12,101 | $271K | 0.0% | N/A | 0.069% | |
2/14/2025 | Stifel Financial Corp | 92,256 | $2.07M | 0.0% | +6.1% | 0.524% | |
2/13/2025 | NewEdge Advisors LLC | 59,139 | $1.33M | 0.0% | +2.1% | 0.336% | |