6/27/2025 | Goldman Sachs Group Inc. | 433,873 | $4.96M | 0.0% | -41.3% | 0.389% | |
6/16/2025 | Lynx Investment Advisory | 14,598 | $167K | 0.1% | -69.6% | 0.013% | |
5/21/2025 | Geneos Wealth Management Inc. | 21,012 | $240K | 0.0% | -4.8% | 0.019% | |
5/20/2025 | Focus Partners Wealth | 75,516 | $862K | 0.0% | +51.7% | 0.068% | |
5/20/2025 | Anchor Investment Management LLC | 3,000 | $34K | 0.0% | N/A | 0.003% | |
5/16/2025 | Goldman Sachs Group Inc. | 433,873 | $4.96M | 0.0% | -41.3% | 0.389% | |
5/16/2025 | Integrated Wealth Concepts LLC | 16,131 | $184K | 0.0% | -33.9% | 0.014% | |
5/16/2025 | 5th Street Advisors LLC | 10,106 | $115K | 0.1% | -37.5% | 0.009% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 152,688 | $1.74M | 0.0% | +30.3% | 0.137% | |
5/15/2025 | Perbak Capital Partners LLP | 357,142 | $4.08M | 3.0% | -67.6% | 0.320% | |
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5/15/2025 | Royal Bank of Canada | 603,048 | $6.89M | 0.0% | -4.0% | 0.541% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 13,134 | $150K | 0.1% | -7.3% | 0.012% | |
5/15/2025 | MAI Capital Management | 17,206 | $196K | 0.0% | -11.7% | 0.015% | |
5/15/2025 | Caption Management LLC | 556,000 | $6.35M | 0.1% | N/A | 0.499% | |
5/15/2025 | Cura Wealth Advisors LLC | 20,292 | $232K | 0.1% | -6.2% | 0.018% | |
5/15/2025 | Baird Financial Group Inc. | 11,507 | $131K | 0.0% | +14.4% | 0.010% | |
5/15/2025 | OLD Mission Capital LLC | 181,219 | $2.07M | 0.0% | +41.4% | 0.163% | |
5/14/2025 | Ally Invest Advisors Inc. | 10,927 | $125K | 0.0% | N/A | 0.010% | |
5/14/2025 | 1832 Asset Management L.P. | 907,240 | $10.36M | 0.0% | -28.6% | 0.814% | |
5/14/2025 | Gould Capital LLC | 8,080 | $92K | 0.1% | +26.7% | 0.007% | |
5/14/2025 | CW Advisors LLC | 18,528 | $212K | 0.0% | +35.8% | 0.017% | |
5/14/2025 | Wormser Freres Gestion | 7,000 | $81K | 0.0% | +100.0% | 0.006% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 13,695 | $156K | 0.0% | N/A | 0.012% | |
5/14/2025 | Hsbc Holdings PLC | 214,680 | $2.44M | 0.0% | -6.7% | 0.193% | |
5/13/2025 | Keystone Global Partners LLC | 3,424 | $39K | 0.0% | N/A | 0.003% | |
5/13/2025 | Raymond James Financial Inc. | 879,710 | $10.05M | 0.0% | -33.0% | 0.789% | |
5/13/2025 | Eaton Financial Holdings Company LLC | 10,219 | $117K | 0.0% | N/A | 0.009% | |
5/13/2025 | Cresset Asset Management LLC | 57,429 | $656K | 0.0% | -4.3% | 0.052% | |
5/13/2025 | Tocqueville Asset Management L.P. | 137,657 | $1.57M | 0.0% | -2.2% | 0.123% | |
5/13/2025 | Rathbones Group PLC | 57,687 | $659K | 0.0% | +142.3% | 0.052% | |
5/13/2025 | HighTower Advisors LLC | 88,418 | $1.01M | 0.0% | -2.9% | 0.079% | |
5/12/2025 | Biltmore Family Office LLC | 22,287 | $255K | 0.0% | -43.5% | 0.020% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 15,177 | $173K | 0.0% | -25.3% | 0.014% | |
5/12/2025 | Simplex Trading LLC | 16,117 | $184K | 0.0% | -28.2% | 0.014% | |
5/12/2025 | Benjamin Edwards Inc. | 17,278 | $197K | 0.0% | N/A | 0.015% | |
5/12/2025 | Balanced Rock Investment Advisors LLC | 43,644 | $498K | 0.4% | +4.7% | 0.039% | |
5/12/2025 | National Bank of Canada FI | 46,787 | $533K | 0.0% | -21.0% | 0.042% | |
5/12/2025 | Citigroup Inc. | 721,803 | $8.24M | 0.0% | -2.2% | 0.647% | |
5/12/2025 | AlphaCore Capital LLC | 33,588 | $384K | 0.0% | N/A | 0.030% | |
5/12/2025 | WBH Advisory Inc. | 21,406 | $244K | 0.0% | +14.4% | 0.019% | |
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. |
5/9/2025 | Greykasell Wealth Strategies Inc. | 2,633 | $30K | 0.0% | N/A | 0.002% | |
5/9/2025 | Natural Investments LLC | 39,002 | $445K | 0.1% | +8.1% | 0.035% | |
5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 6,277 | $72K | 0.0% | N/A | 0.006% | |
5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 60,704 | $693K | 0.3% | +16.1% | 0.054% | |
5/9/2025 | Associated Banc Corp | 34,458 | $394K | 0.0% | -4.4% | 0.031% | |
5/9/2025 | Allianz SE | 725,805 | $8.29M | 0.2% | +9.5% | 0.651% | |
5/9/2025 | Smithfield Trust Co | 40,396 | $461K | 0.0% | +18.3% | 0.036% | |
5/9/2025 | Blair William & Co. IL | 19,414 | $222K | 0.0% | -4.7% | 0.017% | |
5/9/2025 | Cheviot Value Management LLC | 6,947 | $82K | 0.0% | N/A | 0.006% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 75,612 | $863K | 0.4% | +2.3% | 0.068% | |
5/9/2025 | Liberty Wealth Management LLC | 26,171 | $299K | 0.0% | +7.2% | 0.023% | |
5/9/2025 | PNC Financial Services Group Inc. | 76,128 | $869K | 0.0% | -8.2% | 0.068% | |
5/8/2025 | Baker Avenue Asset Management LP | 31,635 | $361K | 0.0% | -3.4% | 0.028% | |
5/8/2025 | Commerce Bank | 10,536 | $120K | 0.0% | -42.0% | 0.009% | |
5/8/2025 | US Bancorp DE | 12,503 | $143K | 0.0% | -36.3% | 0.011% | |
5/8/2025 | Shufro Rose & Co. LLC | 32,508 | $371K | 0.0% | -7.6% | 0.029% | |
5/8/2025 | Coastal Bridge Advisors LLC | 36,214 | $414K | 0.1% | -55.2% | 0.032% | |
5/8/2025 | US Financial Advisors LLC | 32,255 | $368K | 0.1% | +18.5% | 0.029% | |
5/8/2025 | Harbour Investments Inc. | 51,229 | $585K | 0.0% | +22.4% | 0.046% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 2,367 | $27K | 0.0% | N/A | 0.002% | |
5/7/2025 | LPL Financial LLC | 696,062 | $7.95M | 0.0% | -8.0% | 0.624% | |
5/6/2025 | Assetmark Inc. | 3,843 | $44K | 0.0% | -28.3% | 0.003% | |
5/6/2025 | Cetera Investment Advisers | 262,311 | $3.00M | 0.0% | -10.6% | 0.235% | |
5/6/2025 | Avantax Advisory Services Inc. | 35,914 | $410K | 0.0% | -7.8% | 0.032% | |
5/6/2025 | Opes Wealth Management LLC | 26,592 | $304K | 0.1% | +49.5% | 0.024% | |
5/6/2025 | PFG Advisors | 10,149 | $116K | 0.0% | N/A | 0.009% | |
5/6/2025 | Obermeyer Wealth Partners | 20,420 | $233K | 0.0% | +4.8% | 0.018% | |
5/5/2025 | Meridian Wealth Advisors LLC | 17,907 | $204K | 0.0% | -10.8% | 0.016% | |
5/5/2025 | IFP Advisors Inc | 225,672 | $2.58M | 0.1% | +31.1% | 0.202% | |
5/5/2025 | Private Advisor Group LLC | 26,935 | $308K | 0.0% | -30.4% | 0.024% | |
5/5/2025 | Mandatum Life Insurance Co Ltd | 35,514 | $406K | 0.1% | +9.7% | 0.032% | |
5/2/2025 | Bailard Inc. | 11,099 | $127K | 0.0% | N/A | 0.010% | |
5/2/2025 | Sage Mountain Advisors LLC | 3,414 | $39K | 0.0% | +61.9% | 0.003% | |
5/2/2025 | Wealthfront Advisers LLC | 394,880 | $4.51M | 0.0% | +48.2% | 0.354% | |
5/2/2025 | First Business Financial Services Inc. | 11,960 | $137K | 0.0% | +17.5% | 0.011% | |
5/1/2025 | CWM LLC | 9,589 | $110K | 0.0% | -11.0% | 0.009% | |
4/30/2025 | Cerity Partners LLC | 26,450 | $302K | 0.0% | +154.0% | 0.024% | |
4/29/2025 | Envestnet Asset Management Inc. | 347,384 | $3.97M | 0.0% | -3.5% | 0.312% | |
4/29/2025 | Proffitt & Goodson Inc. | 3,501 | $40K | 0.0% | +141.9% | 0.003% | |
4/29/2025 | Concurrent Investment Advisors LLC | 18,519 | $211K | 0.0% | -40.1% | 0.017% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 67,592 | $772K | 0.0% | +9,235.9% | 0.061% | |
4/28/2025 | Mutual Advisors LLC | 10,670 | $126K | 0.0% | -32.5% | 0.010% | |
4/28/2025 | Clune & Associates LTD. | 54,042 | $617K | 0.2% | -11.1% | 0.048% | |
4/28/2025 | First Horizon Advisors Inc. | 50,810 | $580K | 0.0% | +7.0% | 0.046% | |
4/28/2025 | Instrumental Wealth LLC | 35,764 | $424K | 0.4% | +15.9% | 0.032% | |
4/28/2025 | Penobscot Wealth Management | 112,813 | $1.29M | 0.5% | -16.3% | 0.101% | |
4/28/2025 | Keybank National Association OH | 121,666 | $1.39M | 0.0% | -15.9% | 0.109% | |
4/28/2025 | Rossby Financial LCC | 3,252 | $39K | 0.0% | N/A | 0.003% | |
4/28/2025 | Money Design Co. Ltd. | 977,784 | $11.17M | 0.6% | +5.1% | 0.877% | |
4/25/2025 | Spinnaker Trust | 100,098 | $1.14M | 0.1% | -16.7% | 0.090% | |
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. |
4/24/2025 | Trust Co. of Vermont | 45,652 | $521K | 0.0% | -8.1% | 0.041% | |
4/23/2025 | Beech Hill Advisors Inc. | 39,257 | $448K | 0.2% | +6.5% | 0.035% | |
4/23/2025 | Pure Financial Advisors LLC | 235,437 | $2.69M | 0.1% | +8.6% | 0.211% | |
4/23/2025 | Moran Wealth Management LLC | 16,998 | $194K | 0.0% | N/A | 0.015% | |
4/23/2025 | International Assets Investment Management LLC | 32,616 | $372K | 0.0% | +99.4% | 0.029% | |
4/23/2025 | Johnson Bixby & Associates LLC | 11,528 | $132K | 0.0% | -12.3% | 0.010% | |
4/23/2025 | Elwood & Goetz Wealth Advisory Group LLC | 10,116 | $116K | 0.0% | N/A | 0.009% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 45,487 | $519K | 0.1% | -8.3% | 0.041% | |
4/22/2025 | Sage Financial Group Inc. | 13,517 | $154K | 0.0% | N/A | 0.012% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 22,364 | $257K | 0.3% | -12.9% | 0.020% | |