7/23/2025 | WestEnd Advisors LLC | 1,855,227 | $153.15M | 3.8% | N/A | 11.382% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,686,001 | $139.18M | 0.4% | N/A | 10.344% | |
5/16/2025 | Tolleson Wealth Management Inc. | 3,872 | $287K | 0.1% | -16.1% | 0.072% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,570 | $264K | 0.0% | -14.7% | 0.066% | |
5/15/2025 | OLD Mission Capital LLC | 61,622 | $4.56M | 0.1% | N/A | 1.141% | |
5/6/2025 | Richardson Financial Services Inc. | 1,117 | $83K | 0.1% | -42.0% | 0.021% | |
5/6/2025 | Madison Asset Management LLC | 464,630 | $34.42M | 0.4% | +5.5% | 8.604% | |
5/1/2025 | FDx Advisors Inc. | 16,523 | $1.22M | 0.4% | -4.8% | 0.306% | |
4/29/2025 | Bank of New York Mellon Corp | 75,395 | $5.59M | 0.0% | -11.0% | 1.396% | |
2/17/2025 | Tolleson Wealth Management Inc. | 4,613 | $331K | 0.1% | -4.3% | 0.073% | |
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2/12/2025 | JPMorgan Chase & Co. | 2,589 | $186K | 0.0% | -12.5% | 0.041% | |
2/10/2025 | Madison Investment Advisors LLC | 440,473 | $31.56M | 0.4% | N/A | 6.992% | |
2/4/2025 | Bank of New York Mellon Corp | 84,746 | $6.07M | 0.0% | +2.6% | 1.345% | |
1/31/2025 | Nicholas Hoffman & Company LLC. | 71,525 | $5.13M | 0.2% | -2.0% | 1.135% | |
12/26/2024 | JPMorgan Chase & Co. | 2,960 | $232K | 0.0% | +41.4% | 0.047% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 2,667 | $209K | 0.0% | N/A | 0.042% | |
11/14/2024 | Flow Traders U.S. LLC | 120,292 | $9.43M | 0.5% | N/A | 1.909% | |
11/13/2024 | BNP Paribas Financial Markets | 8,605 | $674K | 0.0% | N/A | 0.137% | |
11/5/2024 | FDx Advisors Inc. | 17,318 | $1.36M | 0.4% | -2.5% | 0.275% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 73,003 | $5.72M | 0.2% | -0.2% | 1.159% | |
8/13/2024 | Summit Trail Advisors LLC | 47,333 | $3.43M | 0.1% | -7.4% | 0.845% | |
8/7/2024 | Cahill Financial Advisors Inc. | 2,819 | $204K | 0.0% | N/A | 0.050% | |
8/3/2024 | Nicholas Hoffman & Company LLC. | 73,156 | $5.30M | 0.2% | +4.4% | 1.306% | |
8/2/2024 | FDx Advisors Inc. | 17,765 | $1.29M | 0.4% | -6.1% | 0.317% | |
7/26/2024 | Bank of New York Mellon Corp | 80,403 | $5.83M | 0.0% | -5.4% | 1.436% | |
5/17/2024 | Comerica Bank | 74,547 | $5.08M | 0.0% | -5.2% | 1.242% | |
5/14/2024 | OLD Mission Capital LLC | 86,975 | $5.92M | 0.1% | -52.4% | 1.450% | |
5/4/2024 | Richardson Financial Services Inc. | 1,936 | $132K | 0.1% | N/A | 0.032% | |
5/3/2024 | FDx Advisors Inc. | 18,925 | $1.29M | 0.2% | -5.5% | 0.315% | |
5/1/2024 | BNP Paribas Financial Markets | 8,841 | $602K | 0.0% | N/A | 0.147% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 70,103 | $4.78M | 0.2% | +5.3% | 1.168% | |
2/15/2024 | OLD Mission Capital LLC | 182,631 | $12.07M | 0.2% | -51.2% | 2.946% | |
2/12/2024 | Madison Asset Management LLC | 248,432 | $16.42M | 0.2% | +182.2% | 4.007% | |
2/1/2024 | Nicholas Hoffman & Company LLC. | 66,545 | $4.40M | 0.3% | -17.6% | 1.073% | |
1/29/2024 | ORG Partners LLC | 435 | $29K | 0.0% | N/A | 0.007% | |
1/25/2024 | SOL Capital Management CO | 6,000 | $397K | 0.1% | +68.3% | 0.097% | |
11/6/2023 | Nicholas Hoffman & Company LLC. | 80,715 | $5.08M | 0.4% | +3.5% | 1.205% | |
11/2/2023 | FDx Advisors Inc. | 21,168 | $1.33M | 0.1% | -6.6% | 0.316% | |
11/1/2023 | Retirement Income Solutions Inc | 4,265 | $269K | 0.1% | -38.4% | 0.064% | |
10/24/2023 | Bank of New York Mellon Corp | 90,721 | $5.71M | 0.0% | N/A | 1.354% | |
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10/19/2023 | SOL Capital Management CO | 3,565 | $224K | 0.0% | N/A | 0.053% | |
8/15/2023 | Independent Order of Foresters | 21,968 | $1.44M | 1.0% | +51.8% | 0.271% | |
8/14/2023 | Tolleson Wealth Management Inc. | 32,678 | $2.15M | 0.5% | -53.0% | 0.403% | |
8/9/2023 | Flow Traders U.S. LLC | 63,221 | $4.15M | 0.2% | -0.2% | 0.781% | |
8/2/2023 | MAI Capital Management | 8,663 | $569K | 0.0% | +17.9% | 0.107% | |
8/1/2023 | Madison Asset Management LLC | 37,477 | $2.46M | 0.0% | N/A | 0.463% | |
7/28/2023 | Retirement Income Solutions Inc | 6,927 | $455K | 0.1% | -15.3% | 0.086% | |
7/17/2023 | FDx Advisors Inc. | 22,668 | $1.49M | 0.1% | -58.8% | 0.280% | |
5/15/2023 | Flow Traders U.S. LLC | 63,372 | $4.21M | 0.2% | +58.7% | 0.728% | |
5/10/2023 | MAI Capital Management | 7,347 | $488K | 0.0% | -47.7% | 0.084% | |
5/5/2023 | Retirement Income Solutions Inc | 8,178 | $543K | 0.2% | N/A | 0.094% | |
5/4/2023 | Edge Capital Group LLC | 43,595 | $2.90M | 0.2% | +63.3% | 0.501% | |
4/27/2023 | Independent Order of Foresters | 14,473 | $962K | 0.7% | N/A | 0.166% | |
3/6/2023 | OLD Mission Capital LLC | 81,801 | $5.18M | 0.1% | -66.4% | 1.091% | |
2/10/2023 | FDx Advisors Inc. | 55,059 | $3.49M | 0.2% | -15.3% | 0.734% | |
2/9/2023 | MAI Capital Management | 14,036 | $889K | 0.0% | -16.1% | 0.187% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 47,042 | $2.98M | 0.0% | -30.5% | 0.627% | |
2/7/2023 | Edge Capital Group LLC | 26,695 | $1.69M | 0.1% | +11.3% | 0.356% | |
2/7/2023 | Summit Trail Advisors LLC | 57,401 | $3.64M | 0.2% | -27.4% | 0.765% | |
1/30/2023 | Hudson Value Partners LLC | 4,444 | $281K | 0.2% | N/A | 0.059% | |
11/15/2022 | Traynor Capital Management Inc. | 21,542 | $1.24M | 0.2% | N/A | 0.280% | |
11/15/2022 | Mercer Global Advisors Inc. ADV | 67,642 | $3.88M | 0.0% | -7.7% | 0.878% | |
11/15/2022 | Flow Traders U.S. LLC | 56,701 | $3.25M | 0.2% | +167.0% | 0.736% | |
11/14/2022 | OLD Mission Capital LLC | 243,654 | $13.98M | 0.4% | +396.3% | 3.164% | |
11/14/2022 | PFS Investments Inc. | 241,983 | $13.89M | 0.3% | -44.9% | 3.143% | |
11/10/2022 | FDx Advisors Inc. | 65,025 | $3.73M | 0.2% | -43.8% | 0.844% | |
11/10/2022 | Summit Trail Advisors LLC | 79,080 | $4.54M | 0.2% | -30.0% | 1.027% | |
11/8/2022 | Strategic Blueprint LLC | 8,485 | $487K | 0.1% | N/A | 0.110% | |
11/7/2022 | Tevis Investment Management | 1,472 | $84K | 0.1% | -49.9% | 0.019% | |
11/4/2022 | Nicholas Hoffman & Company LLC. | 22,727 | $1.30M | 0.1% | +40.1% | 0.295% | |
10/27/2022 | US Bancorp DE | 479 | $27K | 0.0% | -46.2% | 0.006% | |
10/20/2022 | Blue Fin Capital Inc. | 21,542 | $1.24M | 0.5% | -2.1% | 0.280% | |
9/2/2022 | Amundi | 5,700 | $374K | 0.0% | N/A | 0.062% | |
8/15/2022 | PFS Investments Inc. | 439,423 | $29.93M | 0.6% | +2.8% | 4.776% | |
8/13/2022 | Madison Asset Management LLC | 15,115 | $1.03M | 0.0% | +260.3% | 0.164% | |
8/13/2022 | Nicholas Hoffman & Company LLC. | 16,227 | $1.11M | 0.1% | N/A | 0.176% | |
8/13/2022 | Flow Traders U.S. LLC | 21,240 | $1.45M | 0.1% | -10.7% | 0.231% | |
8/11/2022 | JPMorgan Chase & Co. | 132,010 | $8.99M | 0.0% | -1.2% | 1.435% | |
8/10/2022 | MGO One Seven LLC | 3,870 | $264K | 0.0% | +25.6% | 0.042% | |
8/9/2022 | Lazard Asset Management LLC | 1,729 | $117K | 0.0% | +240.4% | 0.019% | |
8/9/2022 | Summit Trail Advisors LLC | 112,986 | $7.69M | 0.5% | +5.7% | 1.228% | |
8/8/2022 | Blue Fin Capital Inc. | 22,009 | $1.50M | 0.5% | -5.3% | 0.239% | |
8/8/2022 | Edge Capital Group LLC | 23,995 | $1.63M | 0.1% | -10.2% | 0.261% | |
8/5/2022 | OLD Mission Capital LLC | 49,093 | $3.34M | 0.1% | -88.7% | 0.534% | |
8/3/2022 | FDx Advisors Inc. | 115,754 | $7.88M | 0.3% | -1.9% | 1.258% | |
7/28/2022 | Whittier Trust Co. | 570 | $39K | 0.0% | -47.9% | 0.006% | |
7/19/2022 | MAI Capital Management | 16,711 | $1.14M | 0.0% | +13.4% | 0.182% | |
5/19/2022 | Golden State Wealth Management LLC | 6,475 | $478K | 0.1% | -49.1% | 0.067% | |
5/16/2022 | Allstate Corp | 84,728 | $6.27M | 0.2% | N/A | 0.883% | |
5/16/2022 | Frontier Asset Management LLC | 1,121 | $83K | 0.1% | -98.9% | 0.012% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
5/16/2022 | PFS Investments Inc. | 427,619 | $31.58M | 0.6% | +11.0% | 4.454% | |
5/12/2022 | Integrated Wealth Concepts LLC | 4,220 | $312K | 0.0% | +7.8% | 0.044% | |
5/12/2022 | Madison Asset Management LLC | 4,195 | $310K | 0.0% | +32.6% | 0.044% | |
5/10/2022 | Mercer Global Advisors Inc. ADV | 92,667 | $6.84M | 0.0% | -22.9% | 0.965% | |
5/10/2022 | MAI Capital Management | 14,730 | $1.09M | 0.0% | -54.0% | 0.153% | |
5/6/2022 | Curi Wealth Management LLC | 16,704 | $1.23M | 0.2% | +41.9% | 0.174% | |
5/4/2022 | Janney Montgomery Scott LLC | 11,926 | $881K | 0.0% | +5.6% | 0.124% | |
5/3/2022 | Edge Capital Group LLC | 26,720 | $1.97M | 0.1% | -22.0% | 0.278% | |
5/3/2022 | FDx Advisors Inc. | 118,055 | $8.72M | 0.3% | -3.9% | 1.230% | |
4/29/2022 | Whittier Trust Co. | 1,094 | $81K | 0.0% | -17.6% | 0.011% | |