| 5/16/2025 | American Trust | 11,328 | $265K | 0.1% | +5.3% | 0.012% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,444,458 | $33.76M | 0.2% | -6.7% | 1.583% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 1,163,718 | $27.20M | 0.3% | -7.0% | 1.275% | |
| 5/15/2025 | Baird Financial Group Inc. | 213,609 | $4.99M | 0.0% | -3.4% | 0.234% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 13,886 | $325K | 0.0% | -67.7% | 0.015% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 86,385 | $2.02M | 0.0% | +98.6% | 0.095% | |
| 5/13/2025 | Boston Family Office LLC | 74,200 | $1.73M | 0.1% | -54.0% | 0.081% | |
| 5/12/2025 | Scissortail Wealth Management LLC | 508,067 | $11.87M | 3.1% | +9.1% | 0.557% | |
| 5/9/2025 | Atlantic Private Wealth LLC | 322,973 | $7.55M | 5.6% | -15.6% | 0.354% | |
| 5/8/2025 | Bank of Jackson Hole Trust | 2,891 | $68K | 0.0% | +60.3% | 0.003% | |
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| 5/7/2025 | Portland Global Advisors LLC | 99,363 | $2.32M | 0.3% | +10.7% | 0.109% | |
| 5/7/2025 | GLOBALT Investments LLC GA | 201,650 | $4.71M | 0.2% | -9.3% | 0.221% | |
| 5/6/2025 | AllSquare Wealth Management LLC | 10,004 | $234K | 0.1% | -7.0% | 0.011% | |
| 5/5/2025 | Archer Investment Corp | 145,189 | $3.39M | 0.9% | +21.0% | 0.159% | |
| 5/1/2025 | Gould Asset Management LLC CA | 88,112 | $2.06M | 0.4% | +5.2% | 0.097% | |
| 5/1/2025 | Hughes Financial Services LLC | 40,134 | $935K | 0.2% | +19.5% | 0.044% | |
| 4/30/2025 | Leavell Investment Management Inc. | 270,075 | $6.31M | 0.3% | -0.4% | 0.296% | |
| 4/30/2025 | 49 Wealth Management LLC | 304,868 | $7.13M | 0.9% | -2.6% | 0.334% | |
| 4/29/2025 | Strategic Blueprint LLC | 448,858 | $10.49M | 0.6% | +2.1% | 0.471% | |
| 4/28/2025 | Private Trust Co. NA | 14,004 | $327K | 0.0% | +4.1% | 0.015% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 35,842 | $838K | 0.1% | N/A | 0.038% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 9,077 | $212K | 0.1% | -32.3% | 0.010% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 96,464 | $2.25M | 0.4% | +104.1% | 0.101% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 190,781 | $4.46M | 0.3% | -1.3% | 0.200% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 23,765 | $555K | 0.2% | +46.0% | 0.025% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 25,535 | $597K | 0.3% | -6.2% | 0.027% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 200,580 | $4.69M | 0.0% | +1.1% | 0.210% | |
| 4/22/2025 | Crews Bank & Trust | 22,065 | $516K | 0.1% | -5.0% | 0.023% | |
| 4/22/2025 | RFP Financial Group LLC | 25,777 | $602K | 0.2% | N/A | 0.027% | |
| 4/21/2025 | True Link Financial Advisors LLC | 106,103 | $2.48M | 0.2% | +36.1% | 0.111% | |
| 4/21/2025 | PSI Advisors LLC | 236,190 | $5.52M | 1.8% | -4.8% | 0.248% | |
| 4/17/2025 | Montecito Bank & Trust | 51,743 | $1.21M | 0.2% | +13.7% | 0.054% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 302,120 | $7.06M | 0.0% | +28.0% | 0.317% | |
| 4/17/2025 | Rebalance LLC | 68,277 | $1.60M | 0.1% | N/A | 0.072% | |
| 4/16/2025 | Byrne Asset Management LLC | 1,121 | $26K | 0.0% | N/A | 0.001% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 325,223 | $7.60M | 1.0% | -5.6% | 0.341% | |
| 4/14/2025 | Farther Finance Advisors LLC | 5,979 | $139K | 0.0% | -13.3% | 0.006% | |
| 4/10/2025 | Horizons Wealth Management | 41,628 | $973K | 0.7% | -1.4% | 0.044% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 27,215 | $635K | 0.3% | N/A | 0.028% | |
| 2/18/2025 | 49 Wealth Management LLC | 313,005 | $7.30M | 1.0% | +47.7% | 0.320% | |
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| 2/18/2025 | Novem Group | 59,796 | $1.39M | 0.2% | N/A | 0.061% | |
| 2/17/2025 | Captrust Financial Advisors | 1,851,301 | $43.17M | 0.1% | -26.9% | 1.895% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 17,650 | $412K | 0.0% | N/A | 0.018% | |
| 2/17/2025 | Baird Financial Group Inc. | 221,025 | $5.15M | 0.0% | +27.9% | 0.226% | |
| 2/17/2025 | Ameriprise Financial Inc. | 223,204 | $5.21M | 0.0% | +23.7% | 0.228% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 49,142 | $1.15M | 0.0% | -27.1% | 0.050% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 1,251,806 | $29.19M | 0.3% | +13.4% | 1.281% | |
| 2/13/2025 | United Capital Financial Advisors LLC | 163,969 | $3.82M | 0.0% | +35.9% | 0.168% | |
| 2/12/2025 | Boston Family Office LLC | 161,452 | $3.77M | 0.3% | +5.8% | 0.165% | |
| 2/12/2025 | Portland Global Advisors LLC | 89,781 | $2.09M | 0.3% | +16.0% | 0.092% | |
| 2/12/2025 | JPMorgan Chase & Co. | 13,955 | $325K | 0.0% | +342.2% | 0.014% | |
| 2/11/2025 | TIAA Trust National Association | 10,000 | $233K | 0.0% | N/A | 0.010% | |
| 2/11/2025 | OLD Point Trust & Financial Services N A | 1,600 | $37K | 0.0% | N/A | 0.002% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 382,633 | $8.92M | 6.7% | +48.5% | 0.392% | |
| 2/10/2025 | GLOBALT Investments LLC GA | 222,300 | $5.18M | 0.2% | -91.1% | 0.228% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 335,838 | $7.83M | 1.8% | +10.7% | 0.344% | |
| 2/10/2025 | Hills Bank & Trust Co | 2,168,442 | $50.57M | 3.8% | +2.4% | 2.219% | |
| 2/10/2025 | Hughes Financial Services LLC | 33,597 | $783K | 0.2% | N/A | 0.034% | |
| 2/10/2025 | Farther Finance Advisors LLC | 6,900 | $161K | 0.0% | -86.9% | 0.007% | |
| 2/5/2025 | Kohmann Bosshard Financial Services LLC | 6,291 | $147K | 0.0% | N/A | 0.006% | |
| 2/3/2025 | Transcend Capital Advisors LLC | 193,325 | $4.51M | 0.3% | -21.5% | 0.198% | |
| 1/31/2025 | Bank of Jackson Hole Trust | 1,803 | $42K | 0.0% | N/A | 0.002% | |
| 1/29/2025 | Leavell Investment Management Inc. | 271,233 | $6.33M | 0.3% | +25.3% | 0.278% | |
| 1/28/2025 | Barrett & Company Inc. | 38,730 | $903K | 0.4% | +8.2% | 0.040% | |
| 1/28/2025 | Archer Investment Corp | 120,017 | $2.80M | 0.7% | +2,981.3% | 0.123% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 344,505 | $8.03M | 1.0% | N/A | 0.353% | |
| 1/24/2025 | Costello Asset Management INC | 13,313 | $310K | 0.2% | +114.4% | 0.014% | |
| 1/23/2025 | RVW Wealth LLC | 21,474 | $501K | 0.0% | -18.0% | 0.022% | |
| 1/23/2025 | Crews Bank & Trust | 23,215 | $541K | 0.1% | N/A | 0.024% | |
| 1/23/2025 | Strategic Blueprint LLC | 439,715 | $10.25M | 0.6% | +17.7% | 0.450% | |
| 1/22/2025 | Klaas Financial Asset Advisors LLC | 47,262 | $1.10M | 0.2% | +37.4% | 0.048% | |
| 1/21/2025 | Montecito Bank & Trust | 45,493 | $1.06M | 0.2% | -17.9% | 0.047% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 235,986 | $5.50M | 0.0% | +14.3% | 0.242% | |
| 1/16/2025 | True Link Financial Advisors LLC | 77,987 | $1.82M | 0.2% | +102.5% | 0.080% | |
| 1/14/2025 | Pinnacle Bancorp Inc. | 16,275 | $380K | 0.1% | +9.6% | 0.017% | |
| 1/13/2025 | PSI Advisors LLC | 248,072 | $5.79M | 1.7% | +31.0% | 0.254% | |
| 1/7/2025 | Horizons Wealth Management | 42,209 | $984K | 0.8% | +4.2% | 0.043% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,156 | $74K | 0.0% | -71.1% | 0.003% | |
| 11/29/2024 | American Trust | 10,757 | $252K | 0.0% | N/A | 0.011% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 67,396 | $1.58M | 0.0% | N/A | 0.069% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 1,103,491 | $25.84M | 0.3% | +17.3% | 1.129% | |
| 11/14/2024 | Flow Traders U.S. LLC | 111,594 | $2.61M | 0.1% | -0.8% | 0.114% | |
| 11/14/2024 | Captrust Financial Advisors | 2,533,742 | $59.34M | 0.2% | -83.5% | 2.593% | |
| 11/13/2024 | Boston Family Office LLC | 152,549 | $3.57M | 0.2% | -4.1% | 0.156% | |
| 11/12/2024 | 49 Wealth Management LLC | 211,988 | $4.97M | 0.8% | N/A | 0.217% | |
| 11/7/2024 | GLOBALT Investments LLC GA | 2,506,964 | $58.71M | 2.2% | -5.4% | 2.566% | |
| 11/6/2024 | Archer Investment Corp | 3,895 | $91K | 0.0% | +40.0% | 0.004% | |
| 11/6/2024 | Dearborn Partners LLC | 16,703 | $391K | 0.0% | N/A | 0.017% | |
| 11/5/2024 | Mascoma Wealth Management LLC | 13,398 | $314K | 0.1% | +47.6% | 0.014% | |
| 11/1/2024 | Leavell Investment Management Inc. | 216,504 | $5.07M | 0.3% | +36.8% | 0.222% | |
Trump wipes out trillions overnight… (Ad) Is there anybody more powerful than Donald Trump right now?
In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones…
Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move. Whether you take some of that wealth for yourself depends on if you watch this controversial exposé |
| 10/29/2024 | Janney Montgomery Scott LLC | 206,523 | $4.84M | 0.0% | +1.5% | 0.211% | |
| 10/29/2024 | Princeton Global Asset Management LLC | 10,083 | $236K | 0.0% | +9.3% | 0.010% | |
| 10/29/2024 | Farther Finance Advisors LLC | 52,762 | $1.24M | 0.0% | +11.2% | 0.054% | |
| 10/28/2024 | Hills Bank & Trust Co | 2,117,812 | $49.60M | 3.7% | +2.4% | 2.168% | |
| 10/25/2024 | Strategic Blueprint LLC | 373,588 | $8.75M | 0.5% | +58.2% | 0.382% | |
| 10/25/2024 | True Link Financial Advisors LLC | 38,505 | $902K | 0.1% | N/A | 0.039% | |
| 10/23/2024 | Klaas Financial Asset Advisors LLC | 34,401 | $806K | 0.1% | -25.0% | 0.035% | |
| 10/23/2024 | PSI Advisors LLC | 189,404 | $4.44M | 1.3% | +3.6% | 0.194% | |
| 10/22/2024 | Eastern Bank | 5,668 | $133K | 0.0% | N/A | 0.006% | |
| 10/9/2024 | Pinnacle Bancorp Inc. | 14,843 | $348K | 0.1% | -11.6% | 0.015% | |
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