5/16/2025 | NewEdge Advisors LLC | 1,850,602 | $42.45M | 0.2% | -8.3% | 2.295% | |
5/16/2025 | Integrated Wealth Concepts LLC | 1,248,141 | $28.63M | 0.3% | +0.5% | 1.548% | |
5/15/2025 | Titleist Asset Management LLC | 281,727 | $6.46M | 0.7% | N/A | 0.349% | |
5/15/2025 | Baird Financial Group Inc. | 309,764 | $7.11M | 0.0% | +0.8% | 0.384% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 16,630 | $381K | 0.0% | -64.2% | 0.021% | |
5/13/2025 | Boston Family Office LLC | 200,888 | $4.61M | 0.3% | +5.1% | 0.249% | |
5/12/2025 | Scissortail Wealth Management LLC | 484,001 | $11.10M | 2.9% | +839.1% | 0.600% | |
5/9/2025 | Atlantic Private Wealth LLC | 129,431 | $2.97M | 2.2% | +3.3% | 0.160% | |
5/8/2025 | Bank of Jackson Hole Trust | 3,201 | $73K | 0.0% | +73.4% | 0.004% | |
5/7/2025 | Portland Global Advisors LLC | 101,288 | $2.32M | 0.3% | +10.2% | 0.126% | |
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5/6/2025 | Old Port Advisors | 111,478 | $2.56M | 0.8% | -40.5% | 0.138% | |
5/1/2025 | Hughes Financial Services LLC | 95,159 | $2.18M | 0.4% | +4.1% | 0.118% | |
4/30/2025 | Leavell Investment Management Inc. | 242,106 | $5.55M | 0.3% | +7.8% | 0.300% | |
4/29/2025 | Strategic Blueprint LLC | 281,115 | $6.45M | 0.4% | +27.3% | 0.350% | |
4/25/2025 | Washington Trust Advisors Inc. | 22,310 | $512K | 0.0% | N/A | 0.028% | |
4/24/2025 | Mascoma Wealth Management LLC | 9,988 | $229K | 0.1% | -28.2% | 0.012% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 73,928 | $1.70M | 0.3% | +103.8% | 0.092% | |
4/23/2025 | Pinnacle Bancorp Inc. | 25,396 | $583K | 0.2% | +20.8% | 0.032% | |
4/23/2025 | Fourth Dimension Wealth LLC | 9,372 | $215K | 0.1% | +10.7% | 0.012% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 101,468 | $2.33M | 0.0% | +5.8% | 0.126% | |
4/22/2025 | Crews Bank & Trust | 18,425 | $423K | 0.1% | -4.7% | 0.023% | |
4/22/2025 | RFP Financial Group LLC | 25,729 | $590K | 0.2% | N/A | 0.032% | |
4/21/2025 | PSI Advisors LLC | 48,758 | $1.12M | 0.4% | -5.1% | 0.061% | |
4/17/2025 | Montecito Bank & Trust | 49,748 | $1.14M | 0.2% | +6.4% | 0.062% | |
4/17/2025 | Janney Montgomery Scott LLC | 260,511 | $5.98M | 0.0% | +26.7% | 0.325% | |
4/17/2025 | Rebalance LLC | 69,664 | $1.60M | 0.1% | N/A | 0.087% | |
4/11/2025 | Princeton Global Asset Management LLC | 3,500 | $80K | 0.0% | N/A | 0.004% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,200 | $28K | 0.0% | N/A | 0.001% | |
4/8/2025 | Lowe Wealth Advisors LLC | 1,200 | $28K | 0.0% | N/A | 0.002% | |
2/18/2025 | Fourth Dimension Wealth LLC | 8,468 | $193K | 0.1% | N/A | 0.011% | |
2/18/2025 | Novem Group | 43,713 | $997K | 0.1% | N/A | 0.059% | |
2/17/2025 | Captrust Financial Advisors | 144,431 | $3.29M | 0.0% | +52.5% | 0.196% | |
2/17/2025 | Cary Street Partners Financial LLC | 26,963 | $615K | 0.0% | N/A | 0.037% | |
2/17/2025 | Baird Financial Group Inc. | 307,184 | $7.01M | 0.0% | +277.8% | 0.416% | |
2/17/2025 | Ameriprise Financial Inc. | 280,379 | $6.40M | 0.0% | +18.1% | 0.380% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 74,167 | $1.69M | 0.0% | -4.2% | 0.100% | |
2/14/2025 | Integrated Wealth Concepts LLC | 1,241,811 | $28.33M | 0.3% | +36.6% | 1.682% | |
2/13/2025 | United Capital Financial Advisors LLC | 137,359 | $3.13M | 0.0% | +269.4% | 0.186% | |
2/12/2025 | Boston Family Office LLC | 191,098 | $4.36M | 0.3% | +16.4% | 0.259% | |
2/12/2025 | Portland Global Advisors LLC | 91,933 | $2.10M | 0.3% | +15.8% | 0.124% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
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2/11/2025 | AllSquare Wealth Management LLC | 6,904 | $157K | 0.1% | +416.8% | 0.009% | |
2/11/2025 | OLD Point Trust & Financial Services N A | 8,050 | $184K | 0.1% | +283.3% | 0.011% | |
2/11/2025 | Atlantic Private Wealth LLC | 125,262 | $2.86M | 2.2% | +62.4% | 0.170% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 87,688 | $2M | 0.5% | +123.7% | 0.119% | |
2/10/2025 | Hughes Financial Services LLC | 91,381 | $2.08M | 0.4% | N/A | 0.124% | |
2/10/2025 | Mascoma Wealth Management LLC | 13,907 | $317K | 0.1% | +39.2% | 0.019% | |
2/10/2025 | Farther Finance Advisors LLC | 11,000 | $251K | 0.0% | -76.6% | 0.015% | |
2/7/2025 | Dorsey & Whitney Trust CO LLC | 46,458 | $1.06M | 0.1% | -6.7% | 0.063% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 2,043 | $47K | 0.0% | N/A | 0.003% | |
2/3/2025 | Centricity Wealth Management LLC | 2,800 | $64K | 0.1% | N/A | 0.004% | |
1/31/2025 | Bank of Jackson Hole Trust | 1,846 | $42K | 0.0% | N/A | 0.003% | |
1/29/2025 | Leavell Investment Management Inc. | 224,549 | $5.12M | 0.3% | +39.3% | 0.308% | |
1/28/2025 | Barrett & Company Inc. | 37,961 | $866K | 0.4% | +23.0% | 0.052% | |
1/24/2025 | Costello Asset Management INC | 1,139 | $26K | 0.0% | +6,227.8% | 0.002% | |
1/23/2025 | RVW Wealth LLC | 21,955 | $501K | 0.0% | N/A | 0.030% | |
1/23/2025 | Crews Bank & Trust | 19,325 | $441K | 0.1% | N/A | 0.027% | |
1/23/2025 | Strategic Blueprint LLC | 220,882 | $5.04M | 0.3% | +13.4% | 0.305% | |
1/22/2025 | Heartland Bank & Trust Co | 17,233 | $393K | 0.2% | +49.1% | 0.024% | |
1/22/2025 | Klaas Financial Asset Advisors LLC | 36,282 | $828K | 0.1% | N/A | 0.050% | |
1/21/2025 | Montecito Bank & Trust | 46,748 | $1.07M | 0.2% | -17.9% | 0.065% | |
1/17/2025 | Janney Montgomery Scott LLC | 205,662 | $4.69M | 0.0% | +9.1% | 0.288% | |
1/14/2025 | Pinnacle Bancorp Inc. | 21,025 | $480K | 0.2% | +7.5% | 0.029% | |
1/13/2025 | PSI Advisors LLC | 51,358 | $1.17M | 0.3% | -19.0% | 0.073% | |
1/7/2025 | Horizons Wealth Management | 46,834 | $1.07M | 0.8% | +5.7% | 0.067% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 77,455 | $1.79M | 0.0% | N/A | 0.126% | |
11/15/2024 | Integrated Wealth Concepts LLC | 909,304 | $20.97M | 0.3% | +47.3% | 1.479% | |
11/14/2024 | Captrust Financial Advisors | 94,715 | $2.19M | 0.0% | -8.0% | 0.154% | |
11/13/2024 | Boston Family Office LLC | 164,126 | $3.79M | 0.3% | +12.7% | 0.267% | |
11/1/2024 | Leavell Investment Management Inc. | 161,184 | $3.72M | 0.2% | +51.5% | 0.263% | |
10/29/2024 | Janney Montgomery Scott LLC | 188,587 | $4.35M | 0.0% | +1.1% | 0.308% | |
10/29/2024 | Farther Finance Advisors LLC | 46,995 | $1.08M | 0.0% | +20.2% | 0.077% | |
10/25/2024 | Strategic Blueprint LLC | 194,810 | $4.49M | 0.3% | +48.9% | 0.321% | |
10/23/2024 | PSI Advisors LLC | 63,413 | $1.46M | 0.4% | +2.1% | 0.105% | |
10/22/2024 | Heartland Bank & Trust Co | 11,556 | $267K | 0.1% | N/A | 0.019% | |
10/22/2024 | Eastern Bank | 4,949 | $114K | 0.0% | N/A | 0.008% | |
10/9/2024 | Pinnacle Bancorp Inc. | 19,560 | $451K | 0.1% | +14.0% | 0.033% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 9,380 | $213K | 0.0% | N/A | 0.017% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 4,365 | $99K | 0.0% | N/A | 0.008% | |
8/2/2024 | Mascoma Wealth Management LLC | 9,988 | $226K | 0.1% | -28.3% | 0.019% | |
7/31/2024 | Farther Finance Advisors LLC | 39,104 | $882K | 0.0% | -45.3% | 0.073% | |
7/27/2024 | Strategic Blueprint LLC | 130,838 | $2.96M | 0.2% | +28.4% | 0.244% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 84,112 | $1.91M | 0.0% | +6.5% | 0.157% | |
7/23/2024 | PSI Advisors LLC | 62,093 | $1.41M | 0.4% | +1,511.5% | 0.118% | |
7/22/2024 | Horizons Wealth Management | 44,025 | $1M | 0.8% | -14.0% | 0.084% | |
7/17/2024 | Montecito Bank & Trust | 56,951 | $1.29M | 0.3% | +16.2% | 0.110% | |
7/17/2024 | Leavell Investment Management Inc. | 106,395 | $2.41M | 0.1% | +37.7% | 0.206% | |
7/17/2024 | AdvisorNet Financial Inc | 4,704 | $107K | 0.0% | -19.1% | 0.009% | |
7/9/2024 | Lowe Wealth Advisors LLC | 4,402 | $100K | 0.0% | N/A | 0.009% | |
7/1/2024 | Confluence Investment Management LLC | 864,059 | $19.58M | 0.3% | -0.5% | 1.870% | |
5/14/2024 | InterOcean Capital Group LLC | 1,507,057 | $34.23M | 0.8% | +50.4% | 3.262% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
5/9/2024 | Portland Global Advisors LLC | 50,834 | $1.15M | 0.2% | N/A | 0.110% | |
5/4/2024 | Gould Asset Management LLC CA | 46,200 | $1.05M | 0.3% | +41.2% | 0.100% | |
5/3/2024 | United Community Bank | 2,903 | $66K | 0.0% | N/A | 0.006% | |
5/1/2024 | Janney Montgomery Scott LLC | 185,887 | $4.22M | 0.0% | +4.3% | 0.403% | |
4/24/2024 | Leavell Investment Management Inc. | 77,290 | $1.76M | 0.1% | +27.9% | 0.173% | |
4/23/2024 | WASHINGTON TRUST Co | 10,650 | $242K | 0.0% | N/A | 0.024% | |
4/23/2024 | Strategic Blueprint LLC | 101,924 | $2.32M | 0.2% | +69.9% | 0.228% | |
4/16/2024 | Pinnacle Bancorp Inc. | 17,160 | $390K | 0.1% | +312.1% | 0.039% | |
4/12/2024 | AdvisorNet Financial Inc | 5,818 | $132K | 0.0% | -18.3% | 0.013% | |
4/1/2024 | Confluence Investment Management LLC | 867,969 | $19.71M | 0.3% | N/A | 2.231% | |