| 8/14/2025 | Raymond James Financial Inc. | 22,417 | $1.97M | 0.0% | +11.8% | 0.412% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 16,190 | $1.42M | 0.0% | +13,856.9% | 0.298% | |
| 8/13/2025 | Fisher Asset Management LLC | 15,001 | $1.32M | 0.0% | -98.8% | 0.276% | |
| 8/13/2025 | Level Four Advisory Services LLC | 37,495 | $3.30M | 0.1% | +3.1% | 0.689% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 12,790 | $1.13M | 0.0% | +76.7% | 0.235% | |
| 8/12/2025 | Verity & Verity LLC | 131,320 | $11.55M | 1.0% | N/A | 2.414% | |
| 8/12/2025 | Jefferies Financial Group Inc. | 3,262 | $287K | 0.0% | N/A | 0.060% | |
| 8/12/2025 | JPMorgan Chase & Co. | 255,837 | $22.50M | 0.0% | +2,852.2% | 4.703% | |
| 8/12/2025 | Clal Insurance Enterprises Holdings Ltd | 325,000 | $28.59M | 0.3% | N/A | 5.974% | |
| 8/8/2025 | Cetera Investment Advisers | 36,017 | $3.17M | 0.0% | +4.0% | 0.662% | |
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| 8/8/2025 | Avalon Trust Co | 280,477 | $24.67M | 1.8% | -1.1% | 5.156% | |
| 8/8/2025 | Hudock Inc. | 9,217 | $811K | 0.1% | N/A | 0.169% | |
| 8/6/2025 | Miller Investment Management LP | 181,536 | $15.97M | 1.7% | -4.3% | 3.337% | |
| 8/5/2025 | Westside Investment Management Inc. | 2,351 | $208K | 0.0% | N/A | 0.043% | |
| 8/5/2025 | Bank of Montreal Can | 11,398 | $1.00M | 0.0% | -26.9% | 0.210% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 2,129 | $187K | 0.0% | +18.1% | 0.039% | |
| 8/4/2025 | Arkadios Wealth Advisors | 7,780 | $684K | 0.0% | N/A | 0.143% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,275 | $376K | 0.0% | -14.4% | 0.078% | |
| 7/30/2025 | Phoenix Financial Ltd. | 61,276 | $5.39M | 0.1% | +13.8% | 1.077% | |
| 7/28/2025 | Copia Wealth Management | 5,429 | $478K | 0.4% | -11.9% | 0.095% | |
| 7/28/2025 | Harbour Investments Inc. | 4,450 | $391K | 0.0% | +9.7% | 0.078% | |
| 7/28/2025 | J.Safra Asset Management Corp | 271,620 | $23.76M | 1.7% | +1.7% | 4.774% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 9,114 | $802K | 0.0% | +4.8% | 0.160% | |
| 7/25/2025 | CWM LLC | 375 | $33K | 0.0% | +167.9% | 0.007% | |
| 7/24/2025 | Blair William & Co. IL | 12,295 | $1.08M | 0.0% | +34.3% | 0.220% | |
| 7/23/2025 | Elm3 Financial Group LLC | 2,439 | $215K | 0.2% | -22.1% | 0.044% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 96,870 | $8.52M | 0.1% | -26.4% | 1.733% | |
| 7/21/2025 | NTV Asset Management LLC | 7,957 | $700K | 0.1% | -13.2% | 0.134% | |
| 7/16/2025 | AAFMAA Wealth Management & Trust LLC | 39,081 | $3.44M | 1.4% | -6.9% | 0.642% | |
| 7/14/2025 | Buska Wealth Management LLC | 3,297 | $290K | 0.1% | -18.1% | 0.050% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 2,750 | $242K | 0.0% | +5.8% | 0.041% | |
| 7/8/2025 | Adamsbrown Wealth Consultants LLC | 195,976 | $17.24M | 5.0% | +12.0% | 2.824% | |
| 7/7/2025 | Nova Wealth Management Inc. | 3,097 | $272K | 0.2% | -21.3% | 0.045% | |
| 5/29/2025 | Nova Wealth Management Inc. | 3,933 | $358K | 0.3% | -15.2% | 0.055% | |
| 5/20/2025 | Belpointe Asset Management LLC | 5,797 | $528K | 0.0% | N/A | 0.081% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,160,172 | $105.73M | 0.0% | -49.4% | 16.136% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,665 | $152K | 0.0% | -70.8% | 0.023% | |
| 5/16/2025 | NewEdge Advisors LLC | 8,873 | $809K | 0.0% | +7.3% | 0.123% | |
| 5/15/2025 | Royal Bank of Canada | 67,596 | $6.16M | 0.0% | +53.3% | 0.940% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 3,238 | $295K | 0.1% | -5.2% | 0.045% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,237 | $660K | 0.0% | +329.8% | 0.101% | |
| 5/14/2025 | Flow Traders U.S. LLC | 4,768 | $435K | 0.0% | N/A | 0.066% | |
| 5/14/2025 | Level Four Advisory Services LLC | 36,363 | $3.31M | 0.1% | +13.6% | 0.506% | |
| 5/12/2025 | Independent Advisor Alliance | 46,312 | $4.22M | 0.1% | -20.7% | 0.644% | |
| 5/9/2025 | Tidemark LLC | 450 | $41K | 0.0% | -62.0% | 0.006% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 2,739 | $250K | 0.0% | -22.3% | 0.038% | |
| 5/9/2025 | Avalon Trust Co | 283,685 | $25.85M | 2.1% | +0.3% | 3.946% | |
| 5/8/2025 | Harbour Investments Inc. | 4,056 | $370K | 0.0% | +15.1% | 0.056% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 1,350 | $123K | 0.0% | N/A | 0.019% | |
| 5/8/2025 | Banque Cantonale Vaudoise | 629 | $57K | 0.0% | N/A | 0.009% | |
| 5/7/2025 | Miller Investment Management LP | 189,634 | $17.28M | 1.9% | -0.2% | 2.637% | |
| 5/7/2025 | LPL Financial LLC | 48,486 | $4.42M | 0.0% | -15.5% | 0.674% | |
| 5/7/2025 | Phoenix Financial Ltd. | 53,859 | $4.99M | 0.1% | +4.7% | 0.749% | |
| 5/6/2025 | Cetera Investment Advisers | 34,630 | $3.16M | 0.0% | -8.4% | 0.482% | |
| 5/6/2025 | Elm3 Financial Group LLC | 3,130 | $285K | 0.3% | -16.6% | 0.044% | |
| 5/6/2025 | AE Wealth Management LLC | 1,046 | $95K | 0.0% | +118.4% | 0.015% | |
| 5/6/2025 | WT Wealth Management | 51,692 | $4.71M | 1.5% | -8.8% | 0.719% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 8,698 | $793K | 0.0% | +84.6% | 0.107% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 38,207 | $3.48M | 0.9% | -9.8% | 0.469% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 4,097 | $373K | 0.0% | -71.1% | 0.050% | |
| 4/30/2025 | NTV Asset Management LLC | 9,172 | $836K | 0.1% | +19.0% | 0.113% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 2,600 | $237K | 0.0% | N/A | 0.032% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,997 | $455K | 0.0% | -13.5% | 0.061% | |
| 4/28/2025 | Mutual Advisors LLC | 4,488 | $390K | 0.0% | -16.3% | 0.055% | |
| 4/25/2025 | J.Safra Asset Management Corp | 267,054 | $24.34M | 2.0% | +2.6% | 3.589% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,802 | $164K | 0.0% | +254.7% | 0.026% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 10,883 | $992K | 0.0% | -17.6% | 0.157% | |
| 4/22/2025 | TrueMark Investments LLC | 5,579 | $508K | 0.1% | N/A | 0.080% | |
| 4/22/2025 | Canton Hathaway LLC | 10,000 | $911K | 0.2% | N/A | 0.144% | |
| 4/18/2025 | Financial Freedom LLC | 8,991 | $819K | 0.5% | -14.3% | 0.130% | |
| 4/17/2025 | Inscription Capital LLC | 2,400 | $218K | 0.0% | N/A | 0.036% | |
| 4/17/2025 | Copia Wealth Management | 6,162 | $562K | 0.5% | -6.9% | 0.092% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 4,855 | $442K | 0.0% | -4.0% | 0.073% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 7,447 | $679K | 0.0% | N/A | 0.111% | |
| 4/15/2025 | Sapient Capital LLC | 2,588 | $236K | 0.0% | N/A | 0.039% | |
| 4/14/2025 | Farther Finance Advisors LLC | 545 | $48K | 0.0% | +391.0% | 0.008% | |
| 4/14/2025 | IMC Chicago LLC | 12,204 | $1.11M | 0.0% | +17.5% | 0.182% | |
| 4/14/2025 | Capital Investment Advisors LLC | 3,509 | $320K | 0.0% | N/A | 0.052% | |
| 4/11/2025 | AAFMAA Wealth Management & Trust LLC | 41,956 | $3.82M | 1.7% | +15.2% | 0.576% | |
| 4/11/2025 | Adamsbrown Wealth Consultants LLC | 174,902 | $15.94M | 5.0% | +16.9% | 2.399% | |
| 4/10/2025 | Fluent Financial LLC | 16,923 | $1.54M | 0.7% | N/A | 0.232% | |
| 4/9/2025 | Buska Wealth Management LLC | 4,026 | $367K | 0.1% | -26.5% | 0.055% | |
| 3/6/2025 | Copia Wealth Management | 6,619 | $571K | 0.5% | N/A | 0.106% | |
| 3/4/2025 | Buska Wealth Management LLC | 5,476 | $473K | 0.2% | -29.0% | 0.075% | |
| 2/28/2025 | Park Square Financial Group LLC | 500 | $43K | 0.0% | N/A | 0.008% | |
| 2/18/2025 | Investment Management Corp VA ADV | 5,307 | $458K | 0.4% | N/A | 0.085% | |
| 2/17/2025 | Two Sigma Investments LP | 144,673 | $12.48M | 0.0% | N/A | 2.318% | |
| 2/17/2025 | Millennium Management LLC | 5,685 | $491K | 0.0% | -54.9% | 0.091% | |
| 2/17/2025 | Focus Partners Wealth | 2,815 | $243K | 0.0% | N/A | 0.045% | |
| 2/17/2025 | D. E. Shaw & Co. Inc. | 3,933 | $339K | 0.0% | -83.9% | 0.063% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
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| 2/17/2025 | Cetera Investment Advisers | 37,796 | $3.26M | 0.0% | +2.7% | 0.606% | |
| 2/17/2025 | Bank of America Corp DE | 109,237 | $9.43M | 0.0% | +5.2% | 1.751% | |
| 2/17/2025 | BNP Paribas Financial Markets | 58,633 | $5.06M | 0.0% | N/A | 0.940% | |
| 2/17/2025 | Ameriprise Financial Inc. | 23,039 | $1.99M | 0.0% | -14.2% | 0.369% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 531 | $46K | 0.0% | -48.5% | 0.009% | |
| 2/14/2025 | Jane Street Group LLC | 19,152 | $1.65M | 0.0% | -1.5% | 0.307% | |
| 2/14/2025 | Comerica Bank | 457 | $39K | 0.0% | -64.7% | 0.007% | |
| 2/14/2025 | Stifel Financial Corp | 11,401 | $984K | 0.0% | +46.0% | 0.183% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 34,551 | $2.98M | 0.1% | +18.2% | 0.554% | |
| 2/13/2025 | NewEdge Advisors LLC | 8,266 | $713K | 0.0% | +8.1% | 0.132% | |
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