5/19/2025 | Jane Street Group LLC | 11,427 | $493K | 0.0% | N/A | 0.445% | |
5/16/2025 | NewEdge Advisors LLC | 1,223 | $53K | 0.0% | +62.6% | 0.048% | |
5/14/2025 | CreativeOne Wealth LLC | 30,173 | $1.30M | 0.0% | +19.6% | 1.174% | |
5/7/2025 | LPL Financial LLC | 92,026 | $3.97M | 0.0% | +27.3% | 3.581% | |
5/6/2025 | Cetera Investment Advisers | 28,600 | $1.23M | 0.0% | +29.1% | 1.113% | |
4/30/2025 | Stratos Wealth Partners LTD. | 13,475 | $581K | 0.0% | -24.3% | 0.512% | |
4/29/2025 | Envestnet Asset Management Inc. | 26,034 | $1.12M | 0.0% | +42.2% | 0.990% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 4,700 | $203K | 0.0% | -15.4% | 0.179% | |
4/23/2025 | Archford Capital Strategies LLC | 9,281 | $400K | 0.1% | -2.7% | 0.353% | |
4/23/2025 | Moran Wealth Management LLC | 6,496 | $280K | 0.0% | N/A | 0.247% | |
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4/15/2025 | GPS Wealth Strategies Group LLC | 1,934 | $83K | 0.0% | +251.6% | 0.074% | |
2/17/2025 | Cetera Investment Advisers | 22,155 | $996K | 0.0% | -8.3% | 0.827% | |
2/17/2025 | Bank of America Corp DE | 467,610 | $21.02M | 0.0% | -5.7% | 17.448% | |
2/14/2025 | GeoWealth Management LLC | 4,182 | $188K | 0.0% | -14.0% | 0.156% | |
2/13/2025 | CreativeOne Wealth LLC | 25,224 | $1.13M | 0.0% | -18.1% | 0.941% | |
2/13/2025 | Raymond James Financial Inc. | 6,778 | $305K | 0.0% | N/A | 0.253% | |
2/13/2025 | Envestnet Asset Management Inc. | 18,304 | $823K | 0.0% | -7.5% | 0.683% | |
2/11/2025 | LPL Financial LLC | 72,298 | $3.25M | 0.0% | +5.4% | 2.698% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 5,557 | $250K | 0.0% | -6.3% | 0.207% | |
2/10/2025 | Commonwealth Equity Services LLC | 22,218 | $999K | 0.0% | -1.6% | 0.829% | |
2/7/2025 | Wealthfront Advisers LLC | 216,929 | $9.75M | 0.0% | N/A | 8.094% | |
2/6/2025 | Raymond James Financial Inc. | 6,778 | $305K | 0.0% | N/A | 0.253% | |
2/6/2025 | SBI Securities Co. Ltd. | 663 | $30K | 0.0% | N/A | 0.025% | |
2/5/2025 | NewEdge Wealth LLC | 36,789 | $1.65M | 0.0% | -20.2% | 1.373% | |
1/27/2025 | Stratos Wealth Partners LTD. | 17,806 | $801K | 0.0% | -6.8% | 0.664% | |
1/10/2025 | HBW Advisory Services LLC | 5,046 | $227K | 0.0% | -9.3% | 0.186% | |
12/26/2024 | JPMorgan Chase & Co. | 803 | $34K | 0.0% | +182.7% | 0.028% | |
11/19/2024 | Barclays PLC | 3,000 | $126K | 0.0% | +33.3% | 0.106% | |
11/15/2024 | Barclays PLC | 3,000 | $126K | 0.0% | +33.3% | 0.106% | |
11/15/2024 | Jane Street Group LLC | 6,729 | $282K | 0.0% | +24.5% | 0.238% | |
11/14/2024 | CreativeOne Wealth LLC | 30,817 | $1.29M | 0.0% | +4.1% | 1.089% | |
10/8/2024 | Eagle Wealth Strategies LLC | 7,069 | $296K | 0.2% | -30.1% | 0.247% | |
10/4/2024 | HBW Advisory Services LLC | 5,566 | $233K | 0.0% | -94.2% | 0.186% | |
8/22/2024 | Cetera Investment Advisers | 24,885 | $958K | 0.0% | -1.9% | 0.830% | |
7/31/2024 | Commonwealth Equity Services LLC | 22,490 | $866K | 0.0% | -6.0% | 0.750% | |
7/31/2024 | Rothschild Investment LLC | 675 | $26K | 0.0% | N/A | 0.023% | |
7/5/2024 | HBW Advisory Services LLC | 95,437 | $3.67M | 0.6% | -4.3% | 3.150% | |
5/24/2024 | Cetera Advisors LLC | 7,609 | $297K | 0.0% | N/A | 0.244% | |
5/14/2024 | CreativeOne Wealth LLC | 36,143 | $1.41M | 0.1% | +25.2% | 1.173% | |
5/10/2024 | Banco Santander S.A. | 6,880 | $269K | 0.0% | -18.4% | 0.221% | |
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5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 15,600 | $610K | 0.0% | N/A | 0.500% | |
4/30/2024 | Commonwealth Equity Services LLC | 23,920 | $935K | 0.0% | -7.4% | 0.767% | |
4/15/2024 | Eagle Wealth Strategies LLC | 10,218 | $395K | 0.3% | -3.1% | 0.328% | |
2/14/2024 | Prudential PLC | 22,000 | $780K | 0.0% | N/A | 0.705% | |
2/9/2024 | CreativeOne Wealth LLC | 28,865 | $1.02M | 0.1% | -15.6% | 0.925% | |
2/6/2024 | NTV Asset Management LLC | 5,660 | $201K | 0.0% | N/A | 0.181% | |
2/5/2024 | Eagle Wealth Strategies LLC | 10,545 | $374K | 0.2% | N/A | 0.338% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 10,376 | $368K | 0.0% | -10.8% | 0.330% | |
1/12/2024 | Archford Capital Strategies LLC | 10,046 | $356K | 0.1% | -46.7% | 0.320% | |
11/13/2023 | Personal CFO Solutions LLC | 8,635 | $263K | 0.1% | -31.7% | 0.267% | |
11/8/2023 | Banco Santander S.A. | 8,430 | $256K | 0.0% | -16.9% | 0.261% | |
10/24/2023 | Stratos Wealth Partners LTD. | 23,877 | $726K | 0.0% | -3.5% | 0.739% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,635 | $354K | 0.0% | -6.7% | 0.360% | |
10/23/2023 | Commonwealth Equity Services LLC | 27,024 | $822K | 0.0% | -6.6% | 0.837% | |
10/17/2023 | CreativeOne Wealth LLC | 34,198 | $1.04M | 0.1% | -14.5% | 1.059% | |
10/12/2023 | HBW Advisory Services LLC | 99,578 | $3.03M | 0.6% | +2.9% | 3.122% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 1,116 | $34K | 0.0% | N/A | 0.035% | |
8/10/2023 | GeoWealth Management LLC | 5,536 | $177K | 0.0% | -9.1% | 0.171% | |
8/10/2023 | Personal CFO Solutions LLC | 12,635 | $403K | 0.1% | -10.6% | 0.390% | |
8/9/2023 | Flow Traders U.S. LLC | 14,165 | $451K | 0.0% | +52.7% | 0.437% | |
8/2/2023 | Archford Capital Strategies LLC | 19,002 | $635K | 0.1% | -4.4% | 0.586% | |
7/31/2023 | LPL Financial LLC | 46,889 | $1.49M | 0.0% | -13.8% | 1.447% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 6,161 | $196K | 0.0% | -7.3% | 0.192% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 12,473 | $397K | 0.0% | -3.8% | 0.389% | |
7/18/2023 | Stratos Wealth Partners LTD. | 24,754 | $789K | 0.0% | -12.1% | 0.771% | |
7/6/2023 | HBW Advisory Services LLC | 96,809 | $3.08M | 0.7% | -1.7% | 3.025% | |
5/10/2023 | Banco Santander S.A. | 10,140 | $302K | 0.0% | -37.0% | 0.305% | |
5/9/2023 | Personal CFO Solutions LLC | 14,135 | $421K | 0.1% | -3.9% | 0.426% | |
5/1/2023 | Csenge Advisory Group | 12,571 | $374K | 0.0% | -30.7% | 0.379% | |
4/27/2023 | Stratos Wealth Partners LTD. | 28,152 | $838K | 0.0% | -12.7% | 0.838% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 6,646 | $198K | 0.0% | +19.0% | 0.198% | |
4/14/2023 | AE Wealth Management LLC | 10,695 | $318K | 0.0% | N/A | 0.318% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 12,961 | $386K | 0.0% | +3.3% | 0.386% | |
4/7/2023 | HBW Advisory Services LLC | 98,456 | $2.93M | 0.7% | +1.4% | 2.766% | |
2/13/2023 | GeoWealth Management LLC | 7,009 | $184K | 0.0% | +21.4% | 0.197% | |
2/10/2023 | Sandy Spring Bank | 1,210 | $32K | 0.0% | N/A | 0.034% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 12,545 | $327K | 0.0% | +8.2% | 0.352% | |
2/7/2023 | Commonwealth Equity Services LLC | 30,117 | $786K | 0.0% | -2.8% | 0.846% | |
2/7/2023 | LPL Financial LLC | 43,874 | $1.15M | 0.0% | -7.8% | 1.232% | |
2/7/2023 | Envestnet Asset Management Inc. | 19,120 | $499K | 0.0% | +14.1% | 0.537% | |
2/1/2023 | Bank of Montreal Can | 3,975 | $111K | 0.0% | -67.3% | 0.114% | |
2/1/2023 | Creative Financial Designs Inc. ADV | 5,586 | $146K | 0.0% | -17.7% | 0.160% | |
1/26/2023 | Archford Capital Strategies LLC | 19,678 | $514K | 0.1% | -7.4% | 0.562% | |
1/5/2023 | HBW Advisory Services LLC | 97,055 | $2.53M | 0.7% | +1.2% | 2.703% | |
11/16/2022 | CreativeOne Wealth LLC | 51,710 | $1.33M | 0.1% | +14.7% | 1.386% | |
11/8/2022 | Banco Santander S.A. | 16,120 | $413K | 0.0% | -7.3% | 0.426% | |
11/1/2022 | Personal CFO Solutions LLC | 15,083 | $387K | 0.1% | -10.5% | 0.399% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 11,594 | $297K | 0.0% | +11.2% | 0.307% | |
10/24/2022 | Stratos Wealth Partners LTD. | 35,528 | $911K | 0.0% | -23.2% | 0.940% | |
10/17/2022 | Archford Capital Strategies LLC | 21,257 | $545K | 0.1% | -15.1% | 0.561% | |
Trump’s treachery (Ad) I think Trump’s Treasury Secretary is destroying the stock market on purpose.
And no one on Wall Street seems to understand why.
Like an addict who needs desperate help, Trump’s Treasury pick, Scott Bessent, is putting America through a “detox period” — and I think it’s going to be absolutely brutal for our economy.
Why’s he doing this? You may have already noticed the effect on your portfolio as markets have begun to bleed. |
10/5/2022 | HBW Advisory Services LLC | 95,862 | $2.46M | 0.7% | -0.6% | 2.496% | |
8/13/2022 | Flow Traders U.S. LLC | 12,074 | $314K | 0.0% | -9.0% | 0.307% | |
8/11/2022 | Cetera Investment Advisers | 9,835 | $256K | 0.0% | -43.8% | 0.250% | |
8/5/2022 | Personal CFO Solutions LLC | 16,859 | $438K | 0.1% | -48.2% | 0.429% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 1,012 | $26K | 0.0% | N/A | 0.026% | |
8/3/2022 | Envestnet Asset Management Inc. | 17,789 | $462K | 0.0% | +10.6% | 0.453% | |
8/1/2022 | Creative Financial Designs Inc. ADV | 6,637 | $173K | 0.0% | -11.5% | 0.169% | |
7/28/2022 | Banco Santander S.A. | 17,390 | $452K | 0.0% | -31.5% | 0.442% | |
7/22/2022 | Stratos Wealth Partners LTD. | 46,279 | $1.20M | 0.0% | -2.4% | 1.178% | |
7/19/2022 | Commonwealth Equity Services LLC | 32,148 | $835K | 0.0% | -15.6% | 0.818% | |