5/2/2025 | Kingsview Wealth Management LLC | 22,121 | $267K | 0.0% | +22.3% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 15,798 | $191K | 0.0% | +30.8% | 0.000% | |
4/30/2025 | M&T Bank Corp | 11,306 | $137K | 0.0% | N/A | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 27,827 | $336K | 0.0% | -4.0% | 0.000% | |
4/24/2025 | Transcend Capital Advisors LLC | 537,002 | $6.49M | 0.5% | -3.7% | 0.000% | |
4/24/2025 | Tranquility Partners LLC | 115,754 | $1.40M | 0.5% | -3.0% | 0.000% | |
4/23/2025 | Perigon Wealth Management LLC | 23,538 | $284K | 0.0% | -7.6% | 0.000% | |
4/23/2025 | Spire Wealth Management | 2,500 | $30K | 0.0% | -54.5% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 28,445 | $344K | 0.0% | +9.7% | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 18,060 | $218K | 0.0% | -18.4% | 0.000% | |
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4/16/2025 | Robbins Farley | 120,014 | $1.45M | 0.8% | +1,774.9% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 207,909 | $2.51M | 0.0% | -2.2% | 0.000% | |
4/9/2025 | Selway Asset Management | 47,005 | $568K | 0.2% | -9.4% | 0.000% | |
2/18/2025 | Elequin Capital LP | 8,451 | $103K | 0.0% | N/A | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,926,617 | $23.57M | 0.1% | +1.9% | 0.000% | |
2/17/2025 | Millennium Management LLC | 20,230 | $247K | 0.0% | -74.2% | 0.000% | |
2/17/2025 | Coastal Bridge Advisors LLC | 3,272,608 | $40.02M | 10.1% | -9.7% | 0.000% | |
2/17/2025 | Cresset Asset Management LLC | 113,540 | $1.39M | 0.0% | -50.0% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 34,164 | $418K | 0.0% | -70.6% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 10,355 | $127K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 86,448 | $1.06M | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 2,336,627 | $28.58M | 0.0% | +104.7% | 0.000% | |
2/14/2025 | Integrated Wealth Concepts LLC | 487,540 | $5.96M | 0.1% | -3.9% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 112,410 | $1.38M | 0.0% | +23.1% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 85,547 | $1.05M | 0.4% | -3.8% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 160,512 | $1.96M | 0.0% | -0.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 592,216 | $7.24M | 0.1% | -13.8% | 0.000% | |
2/13/2025 | Keystone Financial Group | 13,252 | $162K | 0.0% | N/A | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 70,612 | $864K | 0.0% | +1.4% | 0.000% | |
2/13/2025 | Oder Investment Management LLC | 54,096 | $662K | 0.6% | -3.4% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 277,284 | $3.39M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 29,200 | $357K | 0.0% | -36.3% | 0.000% | |
2/13/2025 | Invesco Ltd. | 253,584 | $3.10M | 0.0% | +37.4% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,845,184 | $22.57M | 0.0% | +0.8% | 0.000% | |
2/12/2025 | Selway Asset Management | 51,905 | $635K | 0.2% | +5.1% | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 165,122 | $2.02M | 0.6% | +8.5% | 0.000% | |
2/11/2025 | LPL Financial LLC | 260,918 | $3.19M | 0.0% | +33.8% | 0.000% | |
2/11/2025 | Next Capital Management LLC | 26,899 | $329K | 0.1% | -65.0% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 739,054 | $9.04M | 0.2% | +64.7% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 186,226 | $2.28M | 0.0% | +8.1% | 0.000% | |
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2/10/2025 | Commonwealth Equity Services LLC | 721,914 | $8.83M | 0.0% | +5.2% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 868,947 | $10.63M | 0.0% | +1.5% | 0.000% | |
2/7/2025 | Moors & Cabot Inc. | 14,475 | $177K | 0.0% | +7.2% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 277,284 | $3.39M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 122,793 | $1.50M | 0.0% | -5.1% | 0.000% | |
2/5/2025 | US Bancorp DE | 3,649 | $45K | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 25,934 | $317K | 0.0% | -7.0% | 0.000% | |
2/3/2025 | Transcend Capital Advisors LLC | 557,668 | $6.82M | 0.5% | +1.0% | 0.000% | |
1/29/2025 | Tranquility Partners LLC | 119,279 | $1.46M | 0.5% | -4.1% | 0.000% | |
1/28/2025 | Kingsview Wealth Management LLC | 18,087 | $221K | 0.0% | +60.9% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 12,075 | $148K | 0.0% | N/A | 0.000% | |
1/28/2025 | Leo Wealth LLC | 10,722 | $131K | 0.0% | -16.9% | 0.000% | |
1/27/2025 | Choreo LLC | 38,146 | $466K | 0.0% | +30.4% | 0.000% | |
1/24/2025 | Spire Wealth Management | 5,500 | $67K | 0.0% | N/A | 0.000% | |
1/24/2025 | DAVENPORT & Co LLC | 29,000 | $355K | 0.0% | -3.3% | 0.000% | |
1/24/2025 | Clear Creek Financial Management LLC | 12,394 | $152K | 0.0% | -16.6% | 0.000% | |
1/23/2025 | Twelve Points Wealth Management LLC | 10,209 | $125K | 0.0% | -16.1% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 22,131 | $271K | 0.0% | -9.0% | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 210,876 | $2.58M | 0.0% | -8.5% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 212,494 | $2.60M | 0.1% | -2.6% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 820,191 | $10.11M | 0.5% | -12.9% | 0.000% | |
11/25/2024 | Tidal Investments LLC | 23,335 | $287K | 0.0% | -73.7% | 0.000% | |
11/15/2024 | Jane Street Group LLC | 15,979 | $197K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 91,295 | $1.13M | 0.0% | +29.7% | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 820,191 | $10.11M | 0.5% | -12.9% | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 507,418 | $6.25M | 0.1% | -8.1% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 856,327 | $10.55M | 0.0% | +9.5% | 0.000% | |
11/14/2024 | Westchester Capital Management LLC | 15,960 | $197K | 0.0% | -87.4% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 69,653 | $858K | 0.0% | +1.5% | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 387,372 | $4.77M | 0.1% | -65.8% | 0.000% | |
11/8/2024 | Moors & Cabot Inc. | 13,500 | $166K | 0.0% | +22.7% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 448,817 | $5.53M | 0.1% | +62.0% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 24,315 | $300K | 0.0% | +14.6% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 1,891,571 | $23.31M | 0.1% | +15.3% | 0.000% | |
11/7/2024 | Thrivent Financial for Lutherans | 172,226 | $2.12M | 0.0% | -6.3% | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 27,876 | $343K | 0.0% | -9.8% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 88,935 | $1.10M | 0.4% | N/A | 0.000% | |
10/30/2024 | Invictus Private Wealth LLC | 53,919 | $664K | 0.1% | +1.7% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 11,658 | $144K | 0.0% | N/A | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 25,006 | $308K | 0.0% | -41.9% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 218,073 | $2.69M | 0.1% | -1.1% | 0.000% | |
10/11/2024 | Selway Asset Management | 49,405 | $609K | 0.2% | -8.0% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 16,476 | $194K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 120,777 | $1.44M | 0.0% | +2.9% | 0.000% | |
8/20/2024 | Next Capital Management LLC | 209,509 | $2.49M | 1.0% | -11.1% | 0.000% | |
8/16/2024 | Coastal Bridge Advisors LLC | 3,818,910 | $45.41M | 11.3% | -3.0% | 0.000% | |
8/13/2024 | Summit Trail Advisors LLC | 21,000 | $250K | 0.0% | N/A | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 343,438 | $4.08M | 0.3% | -65.7% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 174,089 | $2.07M | 0.0% | +11.3% | 0.000% | |
8/7/2024 | Choreo LLC | 33,281 | $397K | 0.0% | +10.7% | 0.000% | |
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And many investors lost 80% of their wealth in real terms.
But before you touch any of your holdings – or buy anything – please review my latest warning about the U.S. stock market. It's free to watch. Click here to view my new presentation now. |
7/31/2024 | Commonwealth Equity Services LLC | 608,921 | $7.24M | 0.0% | +10.9% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 11,395 | $135K | 0.0% | N/A | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 14,812 | $176K | 0.0% | -14.5% | 0.000% | |
7/25/2024 | Tranquility Partners LLC | 124,267 | $1.48M | 0.6% | +4.4% | 0.000% | |
7/19/2024 | Raymond James & Associates | 163,493 | $1.94M | 0.0% | +15.2% | 0.000% | |
7/17/2024 | Robbins Farley | 6,113 | $73K | 0.0% | -13.3% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 220,390 | $2.62M | 0.1% | -2.9% | 0.000% | |
7/2/2024 | Transcend Capital Advisors LLC | 449,567 | $5.35M | 0.4% | +16.0% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 82,900 | $987K | 0.0% | N/A | 0.000% | |
5/17/2024 | Comerica Bank | 5,508 | $66K | 0.0% | +32.1% | 0.000% | |