5/19/2025 | Jane Street Group LLC | 45,505 | $3.53M | 0.0% | +246.5% | 0.720% | |
5/16/2025 | Jones Financial Companies Lllp | 14,075 | $999K | 0.0% | +147.9% | 0.223% | |
5/16/2025 | AQR Capital Management LLC | 7,200 | $558K | 0.0% | +103.3% | 0.114% | |
5/15/2025 | Royal Bank of Canada | 152,043 | $11.79M | 0.0% | +4.7% | 2.406% | |
5/14/2025 | Apexium Financial LP | 27,426 | $2.13M | 0.1% | N/A | 0.434% | |
5/14/2025 | GSG Advisors LLC | 8,087 | $618K | 0.2% | +23.3% | 0.128% | |
5/13/2025 | HighTower Advisors LLC | 7,789 | $604K | 0.0% | +22.3% | 0.123% | |
5/7/2025 | LPL Financial LLC | 258,169 | $20.02M | 0.0% | +1,215.2% | 4.085% | |
5/7/2025 | Keystone Financial Group Inc. | 84,995 | $6.52M | 4.6% | +90.3% | 1.345% | |
5/7/2025 | Panoramic Investment Advisors LLC | 99,319 | $7.70M | 5.2% | +6.9% | 1.572% | |
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5/6/2025 | Fagan Associates Inc. | 94,923 | $7.36M | 1.2% | -1.4% | 1.502% | |
5/5/2025 | Private Advisor Group LLC | 4,028 | $312K | 0.0% | +5.4% | 0.064% | |
5/5/2025 | Diversify Advisory Services LLC | 7,963 | $618K | 0.0% | N/A | 0.126% | |
5/2/2025 | Grant Street Asset Management Inc. | 51,836 | $4.02M | 1.0% | +1.9% | 0.771% | |
5/2/2025 | Landmark Wealth Management LLC | 84,050 | $6.52M | 2.9% | -2.2% | 1.251% | |
4/30/2025 | Financial Synergies Wealth Advisors Inc. | 2,594 | $201K | 0.0% | N/A | 0.041% | |
4/30/2025 | CFO4Life Group LLC | 53,483 | $4.15M | 0.7% | +6.1% | 0.846% | |
4/30/2025 | Leavell Investment Management Inc. | 45,212 | $3.51M | 0.2% | +100.5% | 0.715% | |
4/30/2025 | OMNI 360 Wealth Inc. | 11,795 | $915K | 0.5% | -2.0% | 0.187% | |
4/29/2025 | Silver Oak Securities Incorporated | 50,417 | $3.90M | 0.4% | +7.5% | 0.798% | |
4/25/2025 | Mather Group LLC. | 1,464 | $114K | 0.0% | +1,642.9% | 0.023% | |
4/25/2025 | MorganRosel Wealth Management LLC | 112,296 | $8.71M | 2.6% | +6.9% | 1.777% | |
4/24/2025 | Westwind Capital | 8,027 | $623K | 0.2% | +10.2% | 0.127% | |
4/24/2025 | Family Investment Center Inc. | 7,071 | $548K | 0.1% | N/A | 0.112% | |
4/23/2025 | Oak Hill Wealth Advisors LLC | 5,940 | $461K | 0.1% | +2.3% | 0.094% | |
4/23/2025 | Balance Wealth LLC | 52,227 | $4.05M | 2.6% | N/A | 0.826% | |
4/23/2025 | Steph & Co. | 4,587 | $356K | 0.1% | -14.1% | 0.073% | |
4/22/2025 | Diversified Portfolios Inc. | 134,167 | $10.41M | 1.1% | +27.6% | 2.123% | |
4/22/2025 | Moser Wealth Advisors LLC | 6,500 | $504K | 0.3% | +128.1% | 0.103% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,817 | $219K | 0.0% | N/A | 0.045% | |
4/22/2025 | Integrity Wealth Solutions LLC | 37,072 | $2.88M | 1.6% | +34.0% | 0.587% | |
4/21/2025 | L.M. Kohn & Company | 11,817 | $917K | 0.2% | N/A | 0.187% | |
4/21/2025 | Silver Oak Securities Incorporated | 53,361 | $4.05M | 0.4% | +13.8% | 0.844% | |
4/21/2025 | Janney Capital Management LLC | 70,759 | $5.49M | 0.4% | N/A | 1.120% | |
4/17/2025 | Tcfg Wealth Management LLC | 2,820 | $219K | 0.1% | N/A | 0.045% | |
4/14/2025 | Investment Advisory Group LLC | 21,179 | $1.64M | 0.5% | +36.2% | 0.335% | |
4/11/2025 | Principia Wealth Advisory LLC | 4,981 | $381K | 0.4% | +5.9% | 0.076% | |
4/11/2025 | Harbor Group Inc. | 7,307 | $567K | 0.1% | N/A | 0.112% | |
4/10/2025 | CGN Advisors LLC | 10,280 | $797K | 0.1% | N/A | 0.163% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 28,740 | $2.18M | 0.3% | N/A | 0.688% | |
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.
 For the moment, you can watch this interview free of charge – just click here. |
2/17/2025 | Captrust Financial Advisors | 13,757 | $1.05M | 0.0% | N/A | 0.329% | |
2/17/2025 | Accredited Wealth Management LLC | 850 | $65K | 0.1% | N/A | 0.020% | |
2/14/2025 | Jane Street Group LLC | 13,133 | $998K | 0.0% | -1.8% | 0.314% | |
2/12/2025 | Ausdal Financial Partners Inc. | 18,753 | $1.43M | 0.1% | +3.0% | 0.449% | |
2/12/2025 | Ariadne Wealth Management LP | 3,542 | $271K | 0.1% | N/A | 0.085% | |
2/11/2025 | LPL Financial LLC | 19,629 | $1.49M | 0.0% | +61.0% | 0.470% | |
2/10/2025 | Commonwealth Equity Services LLC | 8,805 | $669K | 0.0% | N/A | 0.211% | |
2/10/2025 | CFO4Life Group LLC | 50,416 | $3.83M | 0.7% | N/A | 1.206% | |
2/7/2025 | HighTower Advisors LLC | 6,370 | $484K | 0.0% | N/A | 0.152% | |
2/7/2025 | Grant Street Asset Management Inc. | 50,883 | $3.87M | 1.0% | +2.2% | 1.217% | |
2/7/2025 | Oak Hill Wealth Advisors LLC | 5,805 | $441K | 0.1% | -218.4% | 0.139% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,149 | $239K | 0.0% | -14.5% | 0.075% | |
2/7/2025 | Strategic Family Wealth Counselors L.L.C. | 24,088 | $1.83M | 0.6% | N/A | 0.576% | |
2/6/2025 | Jones Financial Companies Lllp | 5,677 | $431K | 0.0% | +3,684.7% | 0.136% | |
2/4/2025 | MorganRosel Wealth Management LLC | 105,023 | $7.98M | 2.6% | +4.6% | 2.513% | |
2/3/2025 | Private Advisor Group LLC | 3,821 | $290K | 0.0% | N/A | 0.091% | |
2/3/2025 | Fagan Associates Inc. | 96,233 | $7.31M | 1.2% | +2.2% | 2.302% | |
1/30/2025 | Principal Securities Inc. | 4,085 | $310K | 0.0% | -11.7% | 0.098% | |
1/29/2025 | Diversified Portfolios Inc. | 105,106 | $7.99M | 0.9% | +24.3% | 2.514% | |
1/29/2025 | Leavell Investment Management Inc. | 22,553 | $1.71M | 0.1% | +80.6% | 0.540% | |
1/28/2025 | Moser Wealth Advisors LLC | 2,850 | $217K | 0.1% | N/A | 0.068% | |
1/28/2025 | Keystone Financial Group Inc. | 44,669 | $3.39M | 2.7% | N/A | 1.069% | |
1/27/2025 | Silver Oak Securities Incorporated | 46,905 | $3.57M | 0.3% | N/A | 1.122% | |
1/24/2025 | Panoramic Investment Advisors LLC | 92,919 | $7.06M | 4.6% | +14.9% | 2.223% | |
1/22/2025 | Landmark Wealth Management LLC | 85,973 | $6.53M | 2.9% | +4.8% | 2.057% | |
1/22/2025 | Integrity Wealth Solutions LLC | 27,663 | $2.10M | 1.2% | +19.2% | 0.662% | |
1/17/2025 | Investment Advisory Group LLC | 15,555 | $1.18M | 0.4% | +120.1% | 0.372% | |
1/17/2025 | Verum Partners LLC | 3,656 | $278K | 0.1% | N/A | 0.087% | |
1/15/2025 | Capital & Planning LLC | 2,918 | $222K | 0.2% | N/A | 0.070% | |
1/14/2025 | Lakewood Asset Management LLC | 10,573 | $803K | 0.6% | +28.4% | 0.253% | |
1/14/2025 | Steph & Co. | 5,340 | $406K | 0.1% | -9.3% | 0.128% | |
1/14/2025 | Breakwater Capital Group | 8,330 | $633K | 0.1% | -2.0% | 0.199% | |
1/14/2025 | GSG Advisors LLC | 6,557 | $498K | 0.2% | +26.6% | 0.157% | |
1/7/2025 | Westwind Capital | 7,287 | $554K | 0.1% | N/A | 0.193% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 6,280 | $498K | 0.0% | N/A | 0.199% | |
11/15/2024 | Jane Street Group LLC | 13,376 | $1.06M | 0.0% | -34.4% | 0.425% | |
11/13/2024 | Acorn Wealth Advisors LLC | 3,974 | $315K | 0.1% | +32.7% | 0.126% | |
11/6/2024 | Diversified Portfolios Inc. | 84,546 | $6.71M | 0.8% | +155.9% | 2.684% | |
11/1/2024 | Leavell Investment Management Inc. | 12,491 | $991K | 0.0% | N/A | 0.397% | |
10/30/2024 | Landmark Wealth Management LLC | 82,025 | $6.51M | 2.8% | N/A | 2.604% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,682 | $292K | 0.0% | N/A | 0.117% | |
10/24/2024 | OMNI 360 Wealth Inc. | 9,298 | $737K | 0.5% | +73.9% | 0.295% | |
10/21/2024 | Integrity Wealth Solutions LLC | 23,205 | $1.84M | 1.1% | +14.4% | 0.737% | |
10/15/2024 | Investment Advisory Group LLC | 7,068 | $561K | 0.2% | N/A | 0.224% | |
10/10/2024 | MorganRosel Wealth Management LLC | 100,410 | $7.97M | 2.6% | +4.1% | 3.188% | |
10/7/2024 | Lakewood Asset Management LLC | 8,233 | $653K | 0.4% | +63.4% | 0.261% | |
7/26/2024 | Breakwater Capital Group | 8,660 | $659K | 0.1% | -19.5% | 0.433% | |
7/26/2024 | Integrity Wealth Solutions LLC | 20,277 | $1.54M | 1.0% | +37.0% | 1.014% | |
7/23/2024 | Diversified Portfolios Inc. | 33,045 | $2.52M | 0.3% | +303.2% | 1.652% | |
7/19/2024 | OMNI 360 Wealth Inc. | 5,346 | $407K | 0.3% | +51.9% | 0.267% | |
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.
 For the moment, you can watch this interview free of charge – just click here. |
7/18/2024 | Lakewood Asset Management LLC | 5,038 | $383K | 0.3% | N/A | 0.252% | |
7/15/2024 | MorganRosel Wealth Management LLC | 96,465 | $7.34M | 2.6% | +1.2% | 4.823% | |
7/13/2024 | GSG Advisors LLC | 5,131 | $387K | 0.1% | +62.5% | 0.257% | |
4/30/2024 | North Star Investment Management Corp. | 326 | $25K | 0.0% | N/A | 0.022% | |
4/19/2024 | OMNI 360 Wealth Inc. | 3,520 | $270K | 0.2% | N/A | 0.233% | |
4/18/2024 | Integrity Wealth Solutions LLC | 14,796 | $1.14M | 0.7% | N/A | 0.980% | |
4/18/2024 | Panoramic Investment Advisors LLC | 2,912 | $223K | 0.2% | N/A | 0.193% | |
4/18/2024 | MorganRosel Wealth Management LLC | 95,284 | $7.31M | 2.6% | N/A | 6.310% | |
4/18/2024 | Breakwater Capital Group | 10,752 | $825K | 0.2% | +109.1% | 0.712% | |
4/12/2024 | Steph & Co. | 935 | $72K | 0.0% | N/A | 0.062% | |