5/20/2025 | Integrity Alliance LLC. | 15,362 | $188K | 0.0% | N/A | 0.000% | |
5/16/2025 | Concorde Asset Management LLC | 46,300 | $525K | 0.3% | +6.2% | 0.000% | |
5/16/2025 | AQR Arbitrage LLC | 20,658 | $252K | 0.0% | -77.6% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 464,665 | $5.68M | 0.1% | +99.7% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 161,055 | $1.97M | 0.0% | -2.1% | 0.000% | |
5/15/2025 | Landscape Capital Management L.L.C. | 12,211 | $149K | 0.0% | N/A | 0.000% | |
5/15/2025 | Cascade Investment Group Inc. | 30,850 | $377K | 0.3% | +17.3% | 0.000% | |
5/14/2025 | Walleye Capital LLC | 33,140 | $405K | 0.0% | +74.2% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 450,596 | $5.51M | 0.0% | -6.6% | 0.000% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 10,000 | $122K | 0.0% | N/A | 0.000% | |
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5/12/2025 | Wolverine Asset Management LLC | 72,078 | $882K | 0.0% | N/A | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 21,233 | $260K | 0.0% | +26.7% | 0.000% | |
5/7/2025 | LPL Financial LLC | 314,275 | $3.84M | 0.0% | -1.1% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 53,843 | $658K | 0.0% | +36.0% | 0.000% | |
5/6/2025 | Elm3 Financial Group LLC | 44,933 | $550K | 0.5% | -16.6% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 29,064 | $355K | 0.0% | +10.3% | 0.000% | |
5/6/2025 | Readystate Asset Management LP | 24,695 | $302K | 0.0% | N/A | 0.000% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 34,390 | $421K | 0.1% | -8.5% | 0.000% | |
5/5/2025 | Nwam LLC | 16,766 | $205K | 0.0% | +43.7% | 0.000% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 117,487 | $1.44M | 0.4% | +27.6% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 38,225 | $467K | 0.0% | N/A | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 428,410 | $5.24M | 0.0% | -3.6% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 244,526 | $2.99M | 0.5% | -2.0% | 0.000% | |
4/21/2025 | United Advisor Group LLC | 345,919 | $4.23M | 0.9% | +0.3% | 0.000% | |
4/21/2025 | Catalina Capital Group LLC | 11,018 | $135K | 0.1% | N/A | 0.000% | |
4/15/2025 | Kanen Wealth Management LLC | 585,101 | $7.16M | 2.9% | +114.2% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 3,547 | $43K | 0.0% | N/A | 0.000% | |
4/9/2025 | RFG Advisory LLC | 23,042 | $282K | 0.0% | N/A | 0.000% | |
4/9/2025 | NBC Securities Inc. | 5,450 | $66K | 0.0% | +108,900.0% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 12,081 | $142K | 0.0% | +9.9% | 0.000% | |
2/24/2025 | United Advisor Group LLC | 345,032 | $4.03M | 0.8% | +4.9% | 0.000% | |
2/17/2025 | Quantedge Capital Pte Ltd | 17,700 | $207K | 0.1% | -45.7% | 0.000% | |
2/17/2025 | CoreCap Advisors LLC | 5,325 | $62K | 0.0% | -32.8% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 14,710 | $172K | 0.0% | -16.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 27,042 | $316K | 0.0% | -4.5% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 92,324 | $1.08M | 0.0% | -50.9% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 36,427 | $426K | 0.0% | N/A | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 50,700 | $593K | 0.0% | +63.7% | 0.000% | |
2/13/2025 | Walleye Capital LLC | 19,025 | $222K | 0.0% | +30.5% | 0.000% | |
2/13/2025 | Concorde Asset Management LLC | 43,600 | $510K | 0.3% | +13.2% | 0.000% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
2/13/2025 | Raymond James Financial Inc. | 482,317 | $5.64M | 0.0% | N/A | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 26,355 | $308K | 0.0% | -9.6% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,281,682 | $14.98M | 0.0% | +37.2% | 0.000% | |
2/12/2025 | Prevail Innovative Wealth Advisors LLC | 92,104 | $1.08M | 0.3% | +15.8% | 0.000% | |
2/12/2025 | Level Four Advisory Services LLC | 20,095 | $235K | 0.0% | +55.4% | 0.000% | |
2/11/2025 | LPL Financial LLC | 317,753 | $3.72M | 0.0% | +2.6% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 232,708 | $2.72M | 0.1% | +45.1% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 37,159 | $434K | 0.0% | -10.8% | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 33,100 | $387K | 0.0% | +24.0% | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 37,567 | $439K | 0.1% | +63.8% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 482,317 | $5.64M | 0.0% | N/A | 0.000% | |
2/5/2025 | Nwam LLC | 11,670 | $136K | 0.0% | N/A | 0.000% | |
1/31/2025 | Truist Financial Corp | 17,370 | $203K | 0.0% | +13.7% | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 272,852 | $3.19M | 0.1% | +5.5% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 444,392 | $5.20M | 0.0% | -22.1% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 21,951 | $257K | 0.0% | -4.1% | 0.000% | |
1/27/2025 | Consolidated Portfolio Review Corp | 249,639 | $2.92M | 0.5% | -3.7% | 0.000% | |
1/27/2025 | Elm3 Financial Group LLC | 53,865 | $630K | 0.5% | N/A | 0.000% | |
1/24/2025 | Chicago Partners Investment Group LLC | 15,911 | $183K | 0.0% | -9.2% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 11,410 | $133K | 0.0% | N/A | 0.000% | |
1/16/2025 | Kanen Wealth Management LLC | 273,122 | $3.19M | 1.2% | N/A | 0.000% | |
1/16/2025 | Cascade Investment Group Inc. | 26,300 | $307K | 0.2% | N/A | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 10,996 | $130K | 0.0% | -66.4% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 27,890 | $327K | 0.0% | N/A | 0.000% | |
11/14/2024 | Walleye Capital LLC | 14,576 | $171K | 0.0% | N/A | 0.000% | |
11/12/2024 | Concorde Asset Management LLC | 38,500 | $452K | 0.3% | +27.1% | 0.000% | |
11/8/2024 | Cornerstone Advisors LLC | 31,378 | $368K | 0.0% | -95.9% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 160,426 | $1.88M | 0.0% | +33.0% | 0.000% | |
11/5/2024 | Apollon Wealth Management LLC | 22,882 | $269K | 0.0% | -6.7% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 328,802 | $3.86M | 0.9% | +0.3% | 0.000% | |
10/29/2024 | Chicago Partners Investment Group LLC | 17,514 | $205K | 0.0% | +38.8% | 0.000% | |
10/24/2024 | J.W. Cole Advisors Inc. | 258,519 | $3.04M | 0.1% | +45.5% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 259,100 | $3.04M | 0.7% | +7.0% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 570,181 | $6.69M | 0.0% | -1.7% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 17,700 | $207K | 0.0% | -16.5% | 0.000% | |
8/21/2024 | Truist Financial Corp | 26,822 | $264K | 0.0% | -47.7% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 32,715 | $322K | 0.0% | +28.9% | 0.000% | |
8/12/2024 | Concorde Asset Management LLC | 30,300 | $298K | 0.2% | N/A | 0.000% | |
8/9/2024 | Moors & Cabot Inc. | 25,750 | $253K | 0.0% | N/A | 0.000% | |
8/9/2024 | Cornerstone Advisors LLC | 761,636 | $7.49M | 0.3% | -4.0% | 0.000% | |
8/8/2024 | J.W. Cole Advisors Inc. | 177,627 | $1.75M | 0.1% | +48.8% | 0.000% | |
8/5/2024 | Blue Bell Private Wealth Management LLC | 9,998 | $98K | 0.0% | +270.3% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 242,139 | $2.38M | 0.6% | +73.1% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 580,207 | $5.70M | 0.0% | +37.5% | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 26,621 | $262K | 0.0% | +5.2% | 0.000% | |
7/15/2024 | S. R. Schill & Associates | 21,098 | $207K | 0.1% | -50.9% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 11,616 | $111K | 0.0% | +15.7% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 25,388 | $243K | 0.0% | +35.5% | 0.000% | |
5/14/2024 | Advisors Asset Management Inc. | 94,601 | $904K | 0.0% | +73.5% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 507,018 | $4.85M | 0.1% | +15.8% | 0.000% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
5/10/2024 | Cornerstone Advisors LLC | 793,502 | $7.59M | 0.3% | +10.9% | 0.000% | |
5/10/2024 | RPO LLC | 149,761 | $1.43M | 2.1% | -34.4% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 139,846 | $1.34M | 0.4% | +181.1% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 119,348 | $1.14M | 0.1% | +22.2% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 274,162 | $2.62M | 0.0% | +17.2% | 0.000% | |
4/22/2024 | PFG Investments LLC | 151,798 | $1.45M | 0.1% | N/A | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 422,055 | $4.04M | 0.0% | +7.1% | 0.000% | |
4/12/2024 | Doliver Advisors LP | 45,838 | $438K | 0.1% | -14.6% | 0.000% | |
4/4/2024 | S. R. Schill & Associates | 42,983 | $411K | 0.2% | -38.1% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 13,250 | $122K | 0.0% | N/A | 0.000% | |