8/19/2025 | Asset Dedication LLC | 32,342 | $792K | 0.1% | +323.6% | 0.703% | |
8/15/2025 | Captrust Financial Advisors | 9,849 | $241K | 0.0% | -29.4% | 0.214% | |
8/15/2025 | Envision Financial Planning LLC | 55,201 | $1.35M | 0.6% | -67.5% | 1.200% | |
8/15/2025 | Bank of America Corp DE | 137,312 | $3.36M | 0.0% | +11.9% | 2.985% | |
8/14/2025 | Jane Street Group LLC | 153,291 | $3.75M | 0.0% | +115.4% | 3.332% | |
8/14/2025 | Raymond James Financial Inc. | 100,990 | $2.47M | 0.0% | +22.8% | 2.195% | |
8/13/2025 | StoneX Group Inc. | 20,417 | $500K | 0.0% | -20.5% | 0.444% | |
8/13/2025 | Invesco Ltd. | 72,613 | $1.78M | 0.0% | -2.8% | 1.579% | |
8/13/2025 | Beacon Pointe Advisors LLC | 11,128 | $272K | 0.0% | -15.3% | 0.242% | |
8/13/2025 | VestGen Advisors LLC | 31,549 | $771K | 0.0% | +12.5% | 0.686% | |
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8/13/2025 | Lido Advisors LLC | 24,700 | $605K | 0.0% | +183.9% | 0.537% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 18,455 | $452K | 0.0% | +9.6% | 0.401% | |
8/7/2025 | Addison Advisors LLC | 25,180 | $616K | 0.2% | +14.8% | 0.547% | |
8/6/2025 | Atlantic Union Bankshares Corp | 276,159 | $6.76M | 0.2% | +12.1% | 6.003% | |
8/1/2025 | Clark Asset Management LLC | 30,333 | $743K | 0.1% | -9.9% | 0.659% | |
8/1/2025 | Koss Olinger Consulting LLC | 21,854 | $535K | 0.0% | N/A | 0.475% | |
8/1/2025 | First Command Advisory Services Inc. | 5,235 | $128K | 0.0% | +23.9% | 0.114% | |
8/1/2025 | Envestnet Asset Management Inc. | 33,718 | $825K | 0.0% | -33.1% | 0.733% | |
7/29/2025 | MB Levis & Associates LLC | 60,474 | $1.48M | 0.7% | +17.2% | 1.315% | |
7/29/2025 | Stratos Wealth Advisors LLC | 96,218 | $2.36M | 0.1% | +191.5% | 2.092% | |
7/25/2025 | Bill Few Associates Inc. | 14,220 | $348K | 0.1% | +20.3% | 0.309% | |
7/21/2025 | Precedent Wealth Partners LLC | 117,137 | $2.87M | 0.7% | +13.1% | 2.662% | |
7/10/2025 | Sterling Financial Group Inc. | 54,584 | $1.34M | 0.4% | -0.8% | 1.241% | |
7/1/2025 | Confluence Investment Management LLC | 124,352 | $3.04M | 0.0% | -1.9% | 2.961% | |
5/27/2025 | Jacobi Capital Management LLC | 9,103 | $224K | 0.0% | -11.9% | 0.217% | |
5/19/2025 | Jane Street Group LLC | 71,157 | $1.75M | 0.0% | -16.2% | 1.694% | |
5/16/2025 | Integrated Wealth Concepts LLC | 32,067 | $789K | 0.0% | -13.5% | 0.764% | |
5/14/2025 | Envision Financial Planning LLC | 170,095 | $4.18M | 2.1% | +1.6% | 4.050% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 16,840 | $414K | 0.0% | +172.5% | 0.401% | |
5/14/2025 | Kestra Advisory Services LLC | 75,442 | $1.86M | 0.0% | +1.9% | 1.796% | |
5/14/2025 | Hobbs Group Advisors LLC | 12,204 | $300K | 0.1% | N/A | 0.291% | |
5/14/2025 | Capital Analysts LLC | 1,798 | $44K | 0.0% | +346.2% | 0.043% | |
5/13/2025 | HighTower Advisors LLC | 27,754 | $683K | 0.0% | -2.0% | 0.661% | |
5/12/2025 | Invesco Ltd. | 74,690 | $1.84M | 0.0% | +9.7% | 1.778% | |
5/7/2025 | MB Levis & Associates LLC | 51,619 | $1.27M | 0.6% | +4.1% | 1.229% | |
5/7/2025 | LPL Financial LLC | 414,623 | $10.20M | 0.0% | +36.3% | 9.872% | |
5/5/2025 | Atlantic Union Bankshares Corp | 246,315 | $6.06M | 0.4% | +12.3% | 5.865% | |
5/2/2025 | Larson Financial Group LLC | 5,086 | $125K | 0.0% | N/A | 0.121% | |
4/30/2025 | Stratos Wealth Advisors LLC | 33,013 | $812K | 0.0% | +34.8% | 0.786% | |
4/29/2025 | Envestnet Asset Management Inc. | 50,375 | $1.24M | 0.0% | +12.1% | 1.199% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
4/28/2025 | Clark Asset Management LLC | 33,664 | $828K | 0.1% | +36.0% | 0.802% | |
4/21/2025 | Avior Wealth Management LLC | 19,291 | $475K | 0.0% | -9.3% | 0.459% | |
4/17/2025 | Precedent Wealth Partners LLC | 103,589 | $2.55M | 0.7% | +62.1% | 2.466% | |
4/16/2025 | Sterling Financial Group Inc. | 55,034 | $1.35M | 0.5% | -31.7% | 1.342% | |
4/10/2025 | CGN Advisors LLC | 32,463 | $799K | 0.1% | +41.6% | 0.792% | |
4/1/2025 | Confluence Investment Management LLC | 126,794 | $3.12M | 0.0% | +940.7% | 3.337% | |
2/19/2025 | Toronto Dominion Bank | 64,287 | $1.61M | 0.0% | N/A | 1.692% | |
2/17/2025 | Toronto Dominion Bank | 64,287 | $1.61M | 0.0% | N/A | 1.692% | |
2/17/2025 | Citadel Advisors LLC | 28,501 | $715K | 0.0% | N/A | 0.750% | |
2/17/2025 | Bank of America Corp DE | 109,617 | $2.75M | 0.0% | +4.6% | 2.885% | |
2/14/2025 | Jane Street Group LLC | 84,909 | $2.13M | 0.0% | +24.2% | 2.234% | |
2/14/2025 | Integrated Wealth Concepts LLC | 37,053 | $930K | 0.0% | +181.6% | 0.975% | |
2/13/2025 | Envision Financial Planning LLC | 167,494 | $4.20M | 2.2% | +2.0% | 4.408% | |
2/13/2025 | Raymond James Financial Inc. | 77,196 | $1.94M | 0.0% | N/A | 2.031% | |
2/13/2025 | Invesco Ltd. | 68,057 | $1.71M | 0.0% | -6.5% | 1.791% | |
2/13/2025 | Envestnet Asset Management Inc. | 44,938 | $1.13M | 0.0% | +118.1% | 1.183% | |
2/13/2025 | Wells Fargo & Company MN | 310,178 | $7.78M | 0.0% | -3.1% | 8.163% | |
2/12/2025 | OLD Mission Capital LLC | 51,137 | $1.28M | 0.0% | N/A | 1.346% | |
2/12/2025 | StoneX Group Inc. | 24,664 | $619K | 0.0% | N/A | 0.649% | |
2/11/2025 | LPL Financial LLC | 304,183 | $7.63M | 0.0% | +40.4% | 8.005% | |
2/10/2025 | Commonwealth Equity Services LLC | 22,906 | $575K | 0.0% | +1.8% | 0.603% | |
2/7/2025 | HighTower Advisors LLC | 28,316 | $710K | 0.0% | -1.4% | 0.745% | |
2/7/2025 | Atlantic Union Bankshares Corp | 219,372 | $5.50M | 0.3% | +37.5% | 5.773% | |
2/6/2025 | Opulen Financial Group LLC | 8,564 | $215K | 0.2% | N/A | 0.225% | |
2/6/2025 | Raymond James Financial Inc. | 77,196 | $1.94M | 0.0% | N/A | 2.031% | |
2/6/2025 | Jones Financial Companies Lllp | 2,007 | $50K | 0.0% | -34.8% | 0.053% | |
2/5/2025 | Jacobi Capital Management LLC | 10,332 | $259K | 0.0% | +5.6% | 0.279% | |
1/30/2025 | Principal Securities Inc. | 3,959 | $99K | 0.0% | N/A | 0.107% | |
1/27/2025 | Stratos Wealth Advisors LLC | 24,499 | $615K | 0.0% | +9.3% | 0.662% | |
1/23/2025 | Crews Bank & Trust | 7,850 | $197K | 0.0% | N/A | 0.212% | |
1/23/2025 | Asset Dedication LLC | 7,497 | $188K | 0.0% | +93.3% | 0.203% | |
1/21/2025 | Precedent Wealth Partners LLC | 63,907 | $1.60M | 0.5% | +6.9% | 1.727% | |
1/17/2025 | Avior Wealth Management LLC | 21,274 | $534K | 0.0% | +129.4% | 0.575% | |
1/15/2025 | CGN Advisors LLC | 22,931 | $575K | 0.1% | N/A | 0.620% | |
1/15/2025 | Sterling Financial Group Inc. | 80,544 | $2.02M | 0.8% | +35.1% | 2.177% | |
1/14/2025 | Global Financial Private Client LLC | 3,938 | $99K | 0.0% | N/A | 0.106% | |
1/2/2025 | Confluence Investment Management LLC | 12,184 | $306K | 0.0% | +3.5% | 0.381% | |
11/18/2024 | Hobbs Group Advisors LLC | 7,779 | $199K | 0.1% | +28.2% | 0.243% | |
11/15/2024 | Jane Street Group LLC | 68,382 | $1.75M | 0.0% | -45.9% | 2.137% | |
11/15/2024 | HighTower Advisors LLC | 28,721 | $733K | 0.0% | N/A | 0.898% | |
11/14/2024 | Captrust Financial Advisors | 13,389 | $343K | 0.0% | -27.1% | 0.418% | |
11/14/2024 | Atlantic Union Bankshares Corp | 159,528 | $4.09M | 0.2% | +42.6% | 4.985% | |
11/8/2024 | Avior Wealth Management LLC | 9,274 | $238K | 0.0% | N/A | 0.290% | |
11/7/2024 | Envision Financial Planning LLC | 164,177 | $4.21M | 2.2% | +2.5% | 5.131% | |
11/4/2024 | Addison Advisors LLC | 19,580 | $502K | 0.1% | +4.2% | 0.612% | |
10/29/2024 | Key Financial Inc | 34,608 | $887K | 0.2% | +11.9% | 1.082% | |
10/25/2024 | MONECO Advisors LLC | 10,862 | $278K | 0.0% | N/A | 0.339% | |
10/22/2024 | Sterling Financial Group Inc. | 59,611 | $1.53M | 0.7% | +20.2% | 1.863% | |
10/18/2024 | Precedent Wealth Partners LLC | 59,781 | $1.53M | 0.5% | +368.1% | 1.868% | |
10/18/2024 | Stratos Wealth Advisors LLC | 22,422 | $575K | 0.0% | +10.0% | 0.701% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
10/16/2024 | Asset Dedication LLC | 3,879 | $99K | 0.0% | +17.0% | 0.121% | |
8/14/2024 | Bank of Montreal Can | 22,084 | $562K | 0.0% | -43.0% | 0.789% | |
8/6/2024 | Asset Dedication LLC | 3,314 | $84K | 0.0% | +30.0% | 0.118% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,602 | $444K | 0.0% | +9.8% | 0.629% | |
7/30/2024 | Key Financial Inc | 30,933 | $780K | 0.2% | +179.7% | 1.105% | |
7/26/2024 | First Command Advisory Services Inc. | 4,067 | $103K | 0.0% | +129.0% | 0.145% | |
7/25/2024 | Atlantic Union Bankshares Corp | 111,863 | $2.82M | 0.2% | +25.3% | 3.995% | |
7/23/2024 | Precedent Wealth Partners LLC | 12,771 | $322K | 0.1% | N/A | 0.456% | |
7/22/2024 | Hobbs Group Advisors LLC | 6,066 | $153K | 0.1% | N/A | 0.217% | |
7/19/2024 | Raymond James & Associates | 63,695 | $1.61M | 0.0% | +9.1% | 2.275% | |