| 5/19/2025 | Jane Street Group LLC | 80,000 | $2.64M | 0.0% | +213.5% | 1.274% | |
| 5/15/2025 | Family Office Research LLC | 38,858 | $1.28M | 0.6% | -8.0% | 0.619% | |
| 5/15/2025 | Royal Bank of Canada | 25,396 | $837K | 0.0% | +1.6% | 0.404% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 465,994 | $15.35M | 0.0% | -0.8% | 7.420% | |
| 5/8/2025 | Clearwater Capital Advisors LLC | 362,618 | $11.95M | 1.2% | +2.4% | 5.774% | |
| 5/7/2025 | LPL Financial LLC | 122,597 | $4.04M | 0.0% | -22.4% | 1.952% | |
| 5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 24,080 | $797K | 0.0% | -3.1% | 0.383% | |
| 5/2/2025 | Apollon Financial LLC | 13,858 | $456K | 0.1% | -6.3% | 0.219% | |
| 5/2/2025 | Apollon Wealth Management LLC | 16,571 | $546K | 0.0% | -5.0% | 0.262% | |
| 4/30/2025 | Principal Securities Inc. | 157,134 | $5.48M | 0.1% | +1.3% | 2.482% | |
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| 4/30/2025 | Stratos Wealth Partners LTD. | 12,834 | $423K | 0.0% | -17.8% | 0.203% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 56,000 | $1.84M | 0.0% | -27.3% | 0.885% | |
| 4/23/2025 | Moran Wealth Management LLC | 8,351 | $275K | 0.0% | N/A | 0.132% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,148 | $664K | 0.0% | -20.1% | 0.318% | |
| 4/17/2025 | Highline Wealth Partners LLC | 812 | $27K | 0.0% | -33.2% | 0.013% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 62,281 | $2.05M | 0.1% | +2.3% | 0.984% | |
| 4/14/2025 | Wedmont Private Capital | 13,653 | $412K | 0.0% | N/A | 0.216% | |
| 2/17/2025 | Focus Partners Wealth | 8,231 | $287K | 0.0% | -13.1% | 0.127% | |
| 2/17/2025 | Cetera Investment Advisers | 11,712 | $409K | 0.0% | -9.4% | 0.180% | |
| 2/17/2025 | Citadel Advisors LLC | 17,596 | $614K | 0.0% | N/A | 0.271% | |
| 2/17/2025 | Bank of America Corp DE | 709,647 | $24.77M | 0.0% | +1.2% | 10.934% | |
| 2/17/2025 | Ameriprise Financial Inc. | 12,836 | $448K | 0.0% | -12.5% | 0.198% | |
| 2/14/2025 | Jane Street Group LLC | 25,519 | $891K | 0.0% | -63.8% | 0.393% | |
| 2/14/2025 | Lido Advisors LLC | 82,016 | $2.88M | 0.0% | -11.4% | 1.264% | |
| 2/14/2025 | Susquehanna International Group LLP | 62,219 | $2.17M | 0.0% | -22.2% | 0.959% | |
| 2/13/2025 | Resurgent Financial Advisors LLC | 6,056 | $211K | 0.1% | -7.7% | 0.093% | |
| 2/13/2025 | Mariner LLC | 21,499 | $750K | 0.0% | +2.6% | 0.331% | |
| 2/13/2025 | Family Office Research LLC | 42,258 | $1.48M | 0.6% | N/A | 0.651% | |
| 2/13/2025 | Raymond James Financial Inc. | 67,826 | $2.37M | 0.0% | N/A | 1.045% | |
| 2/13/2025 | Advisory Services Network LLC | 6,120 | $214K | 0.0% | +4.8% | 0.094% | |
| 2/13/2025 | Wells Fargo & Company MN | 41,837 | $1.46M | 0.0% | -11.8% | 0.645% | |
| 2/12/2025 | Summit Financial LLC | 9,190 | $322K | 0.0% | N/A | 0.142% | |
| 2/11/2025 | Modern Wealth Management LLC | 620,872 | $22.42M | 0.8% | N/A | 9.567% | |
| 2/11/2025 | LPL Financial LLC | 157,966 | $5.51M | 0.0% | -7.1% | 2.434% | |
| 2/10/2025 | Clearwater Capital Advisors LLC | 354,273 | $12.36M | 1.2% | -3.7% | 5.459% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 1,606 | $56K | 0.0% | -60.0% | 0.025% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 17,441 | $609K | 0.0% | -13.0% | 0.269% | |
| 2/7/2025 | HighTower Advisors LLC | 23,560 | $822K | 0.0% | +7.4% | 0.363% | |
| 2/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 24,855 | $868K | 0.0% | -3.6% | 0.383% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 469,527 | $16.39M | 0.0% | -9.4% | 7.235% | |
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| 2/6/2025 | Raymond James Financial Inc. | 67,826 | $2.37M | 0.0% | N/A | 1.045% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 11,864 | $415K | 0.0% | +96.2% | 0.181% | |
| 1/31/2025 | Truist Financial Corp | 25,622 | $894K | 0.0% | -16.7% | 0.392% | |
| 1/31/2025 | Macroview Investment Management LLC | 5,788 | $202K | 0.2% | -16.0% | 0.089% | |
| 1/30/2025 | Principal Securities Inc. | 155,144 | $5.42M | 0.1% | -9.5% | 2.372% | |
| 1/28/2025 | Apollon Wealth Management LLC | 17,450 | $609K | 0.0% | N/A | 0.267% | |
| 1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 77,000 | $2.69M | 0.0% | +15.9% | 1.177% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 15,613 | $545K | 0.0% | -12.5% | 0.239% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 60,900 | $2.13M | 0.1% | +3.3% | 0.927% | |
| 1/14/2025 | Armstrong Advisory Group Inc. | 6,726 | $235K | 0.0% | -23.5% | 0.102% | |
| 1/13/2025 | Fiduciary Alliance LLC | 6,011 | $210K | 0.0% | -7.7% | 0.091% | |
| 1/10/2025 | Highline Wealth Partners LLC | 1,216 | $42K | 0.0% | -42.1% | 0.018% | |
| 11/15/2024 | MML Investors Services LLC | 9,206 | $320K | 0.0% | -46.4% | 0.136% | |
| 11/15/2024 | Jane Street Group LLC | 70,588 | $2.45M | 0.0% | -8.5% | 1.041% | |
| 11/15/2024 | Resurgent Financial Advisors LLC | 6,559 | $228K | 0.1% | -13.8% | 0.097% | |
| 11/14/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 25,777 | $907K | 0.0% | +4.9% | 0.380% | |
| 11/13/2024 | Glenmede Trust Co. NA | 6,793 | $236K | 0.0% | -21.4% | 0.100% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 10,763 | $374K | 0.2% | -11.0% | 0.159% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 518,505 | $18.01M | 0.0% | -14.8% | 7.648% | |
| 11/5/2024 | Apollon Financial LLC | 14,552 | $506K | 0.1% | N/A | 0.215% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 4,018 | $140K | 0.0% | -27.7% | 0.058% | |
| 10/28/2024 | Principal Securities Inc. | 171,518 | $5.96M | 0.1% | -1.8% | 2.471% | |
| 10/25/2024 | Highline Wealth Partners LLC | 2,101 | $73K | 0.0% | N/A | 0.030% | |
| 10/24/2024 | Smithbridge Asset Management Inc. DE | 24,181 | $840K | 0.1% | -4.9% | 0.348% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 66,460 | $2.33M | 0.0% | +119.3% | 0.958% | |
| 10/23/2024 | Values First Advisors Inc. | 1,302 | $45K | 0.0% | N/A | 0.019% | |
| 10/22/2024 | Macroview Investment Management LLC | 6,887 | $239K | 0.2% | -8.7% | 0.099% | |
| 10/11/2024 | Fiduciary Alliance LLC | 6,514 | $226K | 0.0% | -13.9% | 0.093% | |
| 10/9/2024 | Patten Group Inc. | 9,251 | $321K | 0.1% | -35.7% | 0.132% | |
| 8/21/2024 | Truist Financial Corp | 27,204 | $977K | 0.0% | +3.0% | 0.369% | |
| 8/15/2024 | Prairie Wealth Advisors Inc. | 7,073 | $254K | 0.1% | -20.8% | 0.096% | |
| 8/6/2024 | Clearwater Capital Advisors LLC | 362,333 | $13.01M | 1.4% | -3.0% | 4.910% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 20,970 | $753K | 0.0% | +5.7% | 0.284% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,400 | $50K | 0.0% | N/A | 0.019% | |
| 7/29/2024 | Great Diamond Partners LLC | 47,170 | $1.69M | 0.4% | -1.1% | 0.639% | |
| 7/29/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 24,567 | $877K | 0.0% | -1.4% | 0.333% | |
| 7/26/2024 | Crew Capital Management Ltd. | 8,795 | $316K | 0.3% | +20.6% | 0.119% | |
| 7/26/2024 | Patten Group Inc. | 14,382 | $516K | 0.1% | -23.6% | 0.195% | |
| 7/23/2024 | Macroview Investment Management LLC | 7,546 | $271K | 0.3% | -43.6% | 0.102% | |
| 7/19/2024 | Smithbridge Asset Management Inc. DE | 25,419 | $913K | 0.2% | -4.2% | 0.344% | |
| 7/19/2024 | Raymond James & Associates | 42,157 | $1.51M | 0.0% | +17.0% | 0.571% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 6,979 | $251K | 0.0% | -4.9% | 0.095% | |
| 7/16/2024 | Insight Advisors LLC PA | 14,544 | $522K | 0.1% | -32.2% | 0.197% | |
| 7/16/2024 | Sequoia Financial Advisors LLC | 6,171 | $222K | 0.0% | -17.0% | 0.084% | |
| 7/10/2024 | CWM LLC | 1,070 | $38K | 0.0% | +133.6% | 0.014% | |
| 7/10/2024 | Fiduciary Alliance LLC | 7,564 | $273K | 0.0% | +21.8% | 0.101% | |
| 5/24/2024 | Cetera Advisors LLC | 5,644 | $204K | 0.0% | N/A | 0.072% | |
| 5/14/2024 | CreativeOne Wealth LLC | 28,741 | $1.04M | 0.0% | +10.0% | 0.365% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 6,254 | $227K | 0.1% | +125.5% | 0.079% | |
| 5/10/2024 | Banco Santander S.A. | 6,170 | $224K | 0.0% | -27.0% | 0.078% | |
A new financial chapter (Ad) Porter Stansberry says what happened last week could become the defining legacy of his financial publishing career.
In a special event watched by thousands, he unveiled what he calls “the boldest undertaking” he’s ever attempted — a real-money initiative that will document every trade, decision, win, and loss in pursuit of a million-dollar mission. And the results are already surprising. One early beta tester tripled her investment income in just three trades. If you missed the event, he’s republishing the message he sent to attendees right after it ended. |
| 5/9/2024 | Clearwater Capital Advisors LLC | 373,440 | $13.53M | 1.4% | -0.9% | 4.745% | |
| 5/8/2024 | Great Diamond Partners LLC | 47,716 | $1.73M | 0.4% | +1.7% | 0.606% | |
| 5/7/2024 | Insight Advisors LLC PA | 21,461 | $778K | 0.1% | -29.5% | 0.273% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 22,997 | $833K | 0.0% | -59.6% | 0.292% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 7,434 | $269K | 0.0% | -17.8% | 0.094% | |
| 4/30/2024 | Macroview Investment Management LLC | 13,377 | $485K | 0.5% | -17.5% | 0.170% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 19,840 | $719K | 0.0% | +8.9% | 0.252% | |
| 4/29/2024 | Crew Capital Management Ltd. | 7,295 | $264K | 0.2% | -12.3% | 0.093% | |
| 4/17/2024 | Fiduciary Alliance LLC | 6,209 | $223K | 0.0% | N/A | 0.079% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 55,913 | $2.03M | 0.1% | -6.8% | 0.710% | |
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