8/8/2025 | Rockefeller Capital Management L.P. | 463,620 | $4.51M | 0.0% | +93.1% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 46,016 | $447K | 0.0% | -3.0% | 0.000% | |
8/8/2025 | Family Firm Inc. | 241,256 | $2.35M | 0.6% | +5.3% | 0.000% | |
8/8/2025 | Fiera Capital Corp | 221,170 | $2.15M | 0.0% | -1.8% | 0.000% | |
8/6/2025 | Atlantic Union Bankshares Corp | 12,315 | $120K | 0.0% | -35.1% | 0.000% | |
8/5/2025 | Rareview Capital LLC | 55,308 | $538K | 0.3% | N/A | 0.000% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 74,017 | $719K | 0.0% | +203.9% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 19,317 | $188K | 0.0% | N/A | 0.000% | |
7/30/2025 | Patten Group Inc. | 71,339 | $693K | 0.1% | -2.8% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 17,317 | $168K | 0.0% | +12.3% | 0.000% | |
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7/29/2025 | Stratos Wealth Partners LTD. | 41,538 | $404K | 0.0% | -6.7% | 0.000% | |
7/29/2025 | Private Trust Co. NA | 114,919 | $1.12M | 0.1% | -4.6% | 0.000% | |
7/22/2025 | Accel Wealth Management | 64,981 | $632K | 0.2% | -8.7% | 0.000% | |
7/18/2025 | Consolidated Portfolio Review Corp | 173,316 | $1.69M | 0.2% | +1,179.3% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 106,654 | $1.04M | 0.7% | +22.4% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 110,936 | $1.08M | 0.0% | -5.9% | 0.000% | |
7/15/2025 | Absolute Investment Advisers LLC | 392,051 | $3.81M | 0.5% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 93,388 | $911K | 0.0% | N/A | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 355,078 | $3.45M | 0.1% | +13.8% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 50,918 | $552K | 0.0% | +9.1% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 94,643 | $1.03M | 0.0% | +1.2% | 0.000% | |
5/15/2025 | Titleist Asset Management LLC | 10,187 | $111K | 0.0% | -56.5% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 855,104 | $9.28M | 0.1% | +17.9% | 0.000% | |
5/14/2025 | Valley Financial Group Inc. | 29,284 | $318K | 0.2% | -11.9% | 0.000% | |
5/14/2025 | Comerica Bank | 81,215 | $881K | 0.0% | +2.0% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 580,127 | $6.29M | 0.0% | -5.2% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 49,808 | $540K | 0.0% | -20.6% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 2,488 | $27K | 0.0% | N/A | 0.000% | |
5/8/2025 | ProVise Management Group LLC | 121,149 | $1.31M | 0.1% | +2.3% | 0.000% | |
5/8/2025 | US Bancorp DE | 5,000 | $54K | 0.0% | N/A | 0.000% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 24,355 | $264K | 0.0% | +93.2% | 0.000% | |
5/7/2025 | LPL Financial LLC | 1,311,417 | $14.23M | 0.0% | +7.3% | 0.000% | |
5/7/2025 | Intellus Advisors LLC | 18,002 | $195K | 0.0% | +7.3% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 47,442 | $515K | 0.0% | N/A | 0.000% | |
5/5/2025 | Atlantic Union Bankshares Corp | 18,980 | $206K | 0.0% | -13.8% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 290,294 | $3.15M | 0.0% | +15.8% | 0.000% | |
5/2/2025 | Melfa Wealth Management Inc. | 87,154 | $946K | 0.6% | -3.9% | 0.000% | |
5/1/2025 | Family Firm Inc. | 229,155 | $2.49M | 0.6% | +5.3% | 0.000% | |
4/30/2025 | Ramiah Investment Group | 25,302 | $275K | 0.3% | N/A | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 44,518 | $483K | 0.0% | -5.2% | 0.000% | |
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.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
4/28/2025 | Private Trust Co. NA | 120,460 | $1.31M | 0.1% | +1.6% | 0.000% | |
4/28/2025 | Clear Creek Financial Management LLC | 18,179 | $197K | 0.0% | N/A | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 15,417 | $167K | 0.0% | -11.0% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 46,613 | $506K | 0.0% | +73.2% | 0.000% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 311,883 | $3.38M | 0.1% | +2.6% | 0.000% | |
4/15/2025 | Ibex Wealth Advisors | 104,587 | $1.14M | 0.2% | -1.4% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 2,500 | $27K | 0.0% | N/A | 0.000% | |
4/10/2025 | Accel Wealth Management | 71,152 | $772K | 0.3% | -24.2% | 0.000% | |
4/9/2025 | Selway Asset Management | 94,465 | $1.03M | 0.4% | -10.8% | 0.000% | |
4/9/2025 | Shulman DeMeo Asset Management LLC | 25,553 | $277K | 0.1% | N/A | 0.000% | |
4/9/2025 | NBC Securities Inc. | 5,280 | $57K | 0.0% | +105,500.0% | 0.000% | |
4/3/2025 | First Citizens Financial Corp | 10,873 | $118K | 0.1% | -21.8% | 0.000% | |
2/18/2025 | Elequin Capital LP | 12,375 | $129K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 25,879 | $271K | 0.0% | N/A | 0.000% | |
2/17/2025 | Morse Asset Management Inc | 11,813 | $124K | 0.0% | -11.8% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 12,220 | $128K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 381,791 | $3.99M | 0.0% | +13.5% | 0.000% | |
2/14/2025 | Comerica Bank | 79,611 | $833K | 0.0% | +8.1% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 156,802 | $1.64M | 0.0% | -9.6% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 46,689 | $488K | 0.0% | +3.3% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 725,325 | $7.59M | 0.1% | +32.4% | 0.000% | |
2/13/2025 | CreativeOne Wealth LLC | 12,640 | $132K | 0.0% | -24.6% | 0.000% | |
2/13/2025 | Oder Investment Management LLC | 61,690 | $645K | 0.5% | +4.7% | 0.000% | |
2/13/2025 | Scotia Capital Inc. | 17,460 | $183K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 612,046 | $6.40M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 20,196 | $211K | 0.0% | +64.8% | 0.000% | |
2/13/2025 | Invesco Ltd. | 384,369 | $4.02M | 0.0% | +5.6% | 0.000% | |
2/13/2025 | Titleist Asset Management LLC | 23,428 | $245K | 0.0% | -55.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 395,814 | $4.14M | 0.0% | +2.2% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 14,567 | $152K | 0.0% | N/A | 0.000% | |
2/12/2025 | Selway Asset Management | 105,915 | $1.11M | 0.4% | +1.5% | 0.000% | |
2/12/2025 | Huntington National Bank | 5,994 | $63K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 1,222,614 | $12.79M | 0.0% | +0.3% | 0.000% | |
2/11/2025 | Intellus Advisors LLC | 16,772 | $175K | 0.0% | N/A | 0.000% | |
2/11/2025 | ProVise Management Group LLC | 118,474 | $1.24M | 0.1% | -2.1% | 0.000% | |
2/10/2025 | Thrivent Financial for Lutherans | 33,329 | $349K | 0.0% | -47.1% | 0.000% | |
2/10/2025 | Corient Private Wealth LLC | 10,320 | $108K | 0.0% | N/A | 0.000% | |
2/10/2025 | Family Firm Inc. | 217,677 | $2.28M | 0.4% | -2.0% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 136,485 | $1.43M | 0.0% | +11.4% | 0.000% | |
2/7/2025 | Atlantic Union Bankshares Corp | 22,030 | $230K | 0.0% | -5.3% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 612,046 | $6.40M | 0.0% | N/A | 0.000% | |
2/6/2025 | Patten Group Inc. | 60,699 | $635K | 0.1% | +6.6% | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 10,611 | $111K | 0.0% | +34.8% | 0.000% | |
2/5/2025 | Private Trust Co. NA | 118,524 | $1.24M | 0.1% | +1.9% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 250,649 | $2.62M | 0.0% | +5.6% | 0.000% | |
1/30/2025 | Ellis Investment Partners LLC | 44,829 | $469K | 0.1% | -39.1% | 0.000% | |
1/30/2025 | Ellis Investment Partners LLC | 44,829 | $469K | 0.1% | -39.1% | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 13,707 | $143K | 0.0% | -7.7% | 0.000% | |
1/27/2025 | Stratos Wealth Partners LTD. | 46,964 | $491K | 0.0% | -9.4% | 0.000% | |
1/23/2025 | Ibex Wealth Advisors | 106,119 | $1.11M | 0.1% | N/A | 0.000% | |
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.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
1/21/2025 | Dynamic Advisor Solutions LLC | 303,989 | $3.18M | 0.1% | +12.0% | 0.000% | |
1/21/2025 | Accel Wealth Management | 93,851 | $982K | 0.4% | -1.2% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 117,712 | $1.23M | 0.0% | -4.9% | 0.000% | |
1/8/2025 | International Assets Investment Management LLC | 17,317 | $181K | 0.0% | -92.5% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 173,402 | $2.09M | 0.0% | -12.5% | 0.000% | |
11/15/2024 | Morse Asset Management Inc | 13,400 | $161K | 0.0% | N/A | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 11,120 | $134K | 0.0% | N/A | 0.000% | |
11/13/2024 | Private Trust Co. NA | 116,299 | $1.40M | 0.1% | +18.3% | 0.000% | |
11/13/2024 | Brown Brothers Harriman & Co. | 2,667 | $32K | 0.0% | N/A | 0.000% | |
11/7/2024 | Semus Wealth Partners LLC | 12,297 | $148K | 0.1% | -32.8% | 0.000% | |