7/11/2025 | Farther Finance Advisors LLC | 13,405 | $525K | 0.0% | -10.8% | 0.010% | |
7/10/2025 | Ryan Investment Management Inc. | 11,063 | $433K | 0.3% | N/A | 0.009% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 20,497 | $803K | 0.0% | +1.9% | 0.016% | |
7/8/2025 | Prism Advisors Inc. | 18,093 | $709K | 0.2% | N/A | 0.014% | |
7/8/2025 | Parallel Advisors LLC | 26,237 | $1.03M | 0.0% | +3.0% | 0.021% | |
6/6/2025 | eCIO Inc. | 8,493 | $297K | 0.1% | N/A | 0.007% | |
5/20/2025 | Acorns Advisers LLC | 1,190,891 | $41.62M | 0.4% | -0.5% | 0.928% | |
5/16/2025 | Jones Financial Companies Lllp | 53,724 | $1.88M | 0.0% | -18.3% | 0.042% | |
5/16/2025 | NewEdge Advisors LLC | 78,700 | $2.75M | 0.0% | +3.8% | 0.061% | |
5/16/2025 | Integrated Wealth Concepts LLC | 30,888 | $1.08M | 0.0% | -21.1% | 0.024% | |
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5/16/2025 | Amundi | 37,866 | $1.30M | 0.0% | +13.7% | 0.030% | |
5/15/2025 | DRW Securities LLC | 99,998 | $3.50M | 0.1% | N/A | 0.078% | |
5/15/2025 | Baird Financial Group Inc. | 99,825 | $3.49M | 0.0% | -2.6% | 0.078% | |
5/15/2025 | OLD Mission Capital LLC | 19,613 | $685K | 0.0% | -72.5% | 0.015% | |
5/14/2025 | Ameriprise Financial Inc. | 1,653,189 | $57.80M | 0.0% | +27.1% | 1.289% | |
5/14/2025 | Flow Traders U.S. LLC | 113,638 | $3.97M | 0.2% | +0.5% | 0.089% | |
5/14/2025 | Partners Capital Investment Group LLP | 322,576 | $11.27M | 0.2% | -4.1% | 0.251% | |
5/13/2025 | Blue Edge Capital LLC | 45,481 | $1.59M | 0.3% | +11.1% | 0.035% | |
5/12/2025 | SouthState Corp | 2,606 | $91K | 0.0% | N/A | 0.002% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 38,146 | $1.33M | 0.7% | +1.5% | 0.030% | |
5/8/2025 | TIAA Trust National Association | 4,876,613 | $170.44M | 0.5% | -21.1% | 3.801% | |
5/8/2025 | Heritage Wealth Advisors | 39,285 | $1.37M | 0.1% | +1.7% | 0.031% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,003 | $35K | 0.0% | N/A | 0.001% | |
5/7/2025 | Motco | 1,877 | $66K | 0.0% | +17.5% | 0.001% | |
5/7/2025 | BlueStem Wealth Partners LLC | 10,194 | $356K | 0.0% | -21.1% | 0.008% | |
5/5/2025 | JMG Financial Group Ltd. | 37,831 | $1.32M | 0.0% | -10.9% | 0.029% | |
5/2/2025 | Bear Mountain Capital Inc. | 47,727 | $1.67M | 0.6% | -3.2% | 0.037% | |
5/2/2025 | Whittier Trust Co. | 17,070 | $597K | 0.0% | +5.8% | 0.013% | |
5/1/2025 | Gould Asset Management LLC CA | 22,079 | $772K | 0.2% | -2.6% | 0.017% | |
5/1/2025 | Hughes Financial Services LLC | 6,240 | $219K | 0.0% | -5.8% | 0.005% | |
5/1/2025 | High Note Wealth LLC | 238,527 | $8.34M | 2.1% | -10.4% | 0.186% | |
4/30/2025 | MainStreet Investment Advisors LLC | 18,762 | $656K | 0.1% | -19.5% | 0.015% | |
4/30/2025 | Rogco LP | 6,150 | $215K | 0.1% | +16.8% | 0.005% | |
4/30/2025 | Valeo Financial Advisors LLC | 10,820 | $378K | 0.0% | +9.1% | 0.008% | |
4/29/2025 | Centennial Bank AR | 28,075 | $981K | 0.5% | +1.2% | 0.022% | |
4/29/2025 | Bank of New York Mellon Corp | 70,823 | $2.48M | 0.0% | -2.4% | 0.055% | |
4/29/2025 | Strategic Blueprint LLC | 6,833 | $239K | 0.0% | -6.7% | 0.005% | |
4/28/2025 | Rosenberg Matthew Hamilton | 2,330 | $81K | 0.0% | -33.9% | 0.002% | |
4/28/2025 | First Horizon Advisors Inc. | 4,243 | $148K | 0.0% | -8.4% | 0.003% | |
4/28/2025 | Rossby Financial LCC | 2,756 | $96K | 0.0% | N/A | 0.002% | |
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad) Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents.
With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside. Get the name of Buffett’s likely gold target here |
4/28/2025 | Money Design Co. Ltd. | 447,706 | $15.65M | 0.8% | +0.1% | 0.349% | |
4/24/2025 | Mascoma Wealth Management LLC | 21,505 | $752K | 0.2% | -9.6% | 0.017% | |
4/23/2025 | Golden State Wealth Management LLC | 2,553 | $89K | 0.0% | +134.9% | 0.002% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 195,935 | $6.85M | 0.0% | -1.9% | 0.153% | |
4/22/2025 | Union Savings Bank | 3,583 | $125K | 0.1% | -15.3% | 0.003% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 10,215 | $358K | 0.0% | +12.2% | 0.008% | |
4/14/2025 | Farther Finance Advisors LLC | 15,027 | $527K | 0.0% | +28.4% | 0.012% | |
4/8/2025 | Parallel Advisors LLC | 25,482 | $891K | 0.0% | -8.3% | 0.020% | |
4/7/2025 | GAMMA Investing LLC | 1,957 | $68K | 0.0% | +27,857.1% | 0.002% | |
4/7/2025 | AdvisorNet Financial Inc | 6,623 | $231K | 0.0% | +8.7% | 0.005% | |
4/4/2025 | Quent Capital LLC | 114,857 | $4.01M | 0.4% | +15.3% | 0.090% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 20,112 | $703K | 0.0% | -13.0% | 0.016% | |
2/25/2025 | Garde Capital Inc. | 10,022 | $335K | 0.0% | -49.3% | 0.008% | |
2/17/2025 | MainStreet Investment Advisors LLC | 23,317 | $779K | 0.1% | N/A | 0.018% | |
2/17/2025 | Gen Wealth Partners Inc | 3,922 | $131K | 0.1% | -10.2% | 0.003% | |
2/17/2025 | BOKF NA | 57,919 | $1.91M | 0.0% | +1.0% | 0.045% | |
2/17/2025 | Captrust Financial Advisors | 37,600 | $1.26M | 0.0% | -10.3% | 0.029% | |
2/17/2025 | Baird Financial Group Inc. | 102,526 | $3.42M | 0.0% | +3.8% | 0.080% | |
2/17/2025 | Ameriprise Financial Inc. | 1,300,991 | $43.43M | 0.0% | -6.9% | 1.020% | |
2/14/2025 | Tudor Investment Corp ET AL | 19,013 | $635K | 0.0% | N/A | 0.015% | |
2/14/2025 | Integrated Wealth Concepts LLC | 39,161 | $1.31M | 0.0% | -36.6% | 0.031% | |
2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 185,000 | $6.20M | 0.1% | -1.9% | 0.145% | |
2/14/2025 | Coppell Advisory Solutions LLC | 1,388 | $47K | 0.0% | +42.5% | 0.001% | |
2/13/2025 | Marshall Wace LLP | 6,011 | $201K | 0.0% | N/A | 0.005% | |
2/13/2025 | Acorns Advisers LLC | 1,196,670 | $39.96M | 0.4% | +5.5% | 0.938% | |
2/13/2025 | United Capital Financial Advisors LLC | 54,526 | $1.82M | 0.0% | -1.9% | 0.043% | |
2/13/2025 | Blue Edge Capital LLC | 40,928 | $1.37M | 0.2% | -2.8% | 0.032% | |
2/12/2025 | OLD Mission Capital LLC | 71,428 | $2.39M | 0.0% | N/A | 0.056% | |
2/12/2025 | JPMorgan Chase & Co. | 2,079,355 | $69.43M | 0.0% | +6.0% | 1.630% | |
2/11/2025 | TIAA Trust National Association | 6,177,766 | $206.96M | 0.6% | +0.6% | 4.842% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 1,148 | $38K | 0.0% | +51.5% | 0.001% | |
2/10/2025 | Parallel Advisors LLC | 27,801 | $928K | 0.0% | +14.9% | 0.022% | |
2/10/2025 | Greykasell Wealth Strategies Inc. | 37,570 | $1.25M | 0.7% | N/A | 0.029% | |
2/10/2025 | Hughes Financial Services LLC | 6,624 | $221K | 0.0% | N/A | 0.005% | |
2/10/2025 | Mascoma Wealth Management LLC | 23,797 | $795K | 0.2% | -5.1% | 0.019% | |
2/10/2025 | EverSource Wealth Advisors LLC | 11,118 | $371K | 0.0% | +6.8% | 0.009% | |
2/7/2025 | NBT Bank N A NY | 946 | $32K | 0.0% | -44.6% | 0.001% | |
2/6/2025 | Jones Financial Companies Lllp | 65,726 | $2.20M | 0.0% | +11.7% | 0.052% | |
2/5/2025 | BlueStem Wealth Partners LLC | 12,912 | $431K | 0.1% | N/A | 0.010% | |
2/5/2025 | WR Wealth Planners LLC | 3,477 | $116K | 0.0% | -32.6% | 0.003% | |
2/5/2025 | SVB Wealth LLC | 13,372 | $446K | 0.0% | N/A | 0.010% | |
2/4/2025 | Bank of New York Mellon Corp | 72,573 | $2.42M | 0.0% | -4.7% | 0.057% | |
2/3/2025 | First Horizon Advisors Inc. | 4,632 | $155K | 0.0% | -51.5% | 0.004% | |
2/3/2025 | JMG Financial Group Ltd. | 42,474 | $1.42M | 0.0% | -0.9% | 0.033% | |
2/3/2025 | Bear Mountain Capital Inc. | 49,316 | $1.69M | 0.7% | +0.7% | 0.039% | |
1/31/2025 | Morton Brown Family Wealth LLC | 6,415 | $214K | 0.1% | -8.4% | 0.005% | |
1/31/2025 | Partners Capital Investment Group LLP | 336,346 | $11.23M | 0.3% | -12.4% | 0.264% | |
1/31/2025 | Rogco LP | 5,265 | $176K | 0.1% | N/A | 0.004% | |
1/30/2025 | Bogart Wealth LLC | 8,710 | $291K | 0.0% | -14.0% | 0.007% | |
1/29/2025 | Quent Capital LLC | 99,573 | $3.33M | 0.3% | +9.5% | 0.078% | |
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad) Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents.
With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside. Get the name of Buffett’s likely gold target here |
1/28/2025 | Golden State Wealth Management LLC | 1,087 | $36K | 0.0% | N/A | 0.001% | |
1/23/2025 | Strategic Blueprint LLC | 7,326 | $245K | 0.0% | -22.5% | 0.006% | |
1/23/2025 | Money Design Co. Ltd. | 447,380 | $15.00M | 0.8% | -3.1% | 0.351% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 9,107 | $304K | 0.0% | N/A | 0.007% | |
1/17/2025 | Avior Wealth Management LLC | 24,385 | $814K | 0.0% | -18.1% | 0.019% | |
1/17/2025 | Janney Montgomery Scott LLC | 60,427 | $2.02M | 0.0% | +14.9% | 0.047% | |
1/17/2025 | Finley Financial LLC | 2,420 | $81K | 0.0% | N/A | 0.002% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 23,117 | $772K | 0.0% | N/A | 0.018% | |
1/15/2025 | Trust Co. of Vermont | 1,560 | $52K | 0.0% | +61.8% | 0.001% | |
1/13/2025 | AdvisorNet Financial Inc | 6,094 | $203K | 0.0% | -46.1% | 0.005% | |