7/14/2025 | Sowell Financial Services LLC | 24,709 | $302K | 0.0% | -67.2% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 7,001 | $86K | 0.0% | +366.7% | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 7,926,618 | $96.04M | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 46,094 | $565K | 0.0% | -8.7% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 22,443 | $275K | 0.0% | +7.6% | 0.000% | |
7/10/2025 | Sovran Advisors LLC | 86,918 | $1.06M | 0.1% | -3.6% | 0.000% | |
7/9/2025 | Triumph Capital Management | 30,857 | $378K | 0.1% | -44.4% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 150,542 | $1.84M | 0.0% | +28.2% | 0.000% | |
7/3/2025 | Sage Capital Advisors llc | 33,586 | $411K | 0.1% | -14.8% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 37,564 | $474K | 0.0% | +128.3% | 0.000% | |
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5/16/2025 | NewEdge Advisors LLC | 173,647 | $2.19M | 0.0% | +3.2% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 46,365 | $585K | 0.0% | +34.9% | 0.000% | |
5/16/2025 | Concorde Asset Management LLC | 26,600 | $314K | 0.2% | +3.9% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 589,231 | $7.43M | 0.0% | -3.3% | 0.000% | |
5/15/2025 | Calton & Associates Inc. | 20,739 | $262K | 0.1% | N/A | 0.000% | |
5/15/2025 | Activest Wealth Management | 166,372 | $2.10M | 0.6% | +15.2% | 0.000% | |
5/14/2025 | NCM Capital Management LLC | 12,800 | $161K | 0.1% | -8.1% | 0.000% | |
5/14/2025 | Trinity Legacy Partners LLC | 292,410 | $3.59M | 0.9% | +6.9% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 100,483 | $1.27M | 0.0% | -13.5% | 0.000% | |
5/14/2025 | M Holdings Securities Inc. | 75,440 | $951K | 0.2% | +2.2% | 0.000% | |
5/13/2025 | LeConte Wealth Management LLC | 1,059,347 | $13.36M | 8.5% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 629,239 | $7.94M | 0.0% | -4.9% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 417,946 | $5.27M | 0.0% | -0.7% | 0.000% | |
5/12/2025 | Invesco Ltd. | 912,064 | $11.50M | 0.0% | +3.6% | 0.000% | |
5/12/2025 | National Bank of Canada FI | 96,412 | $1.22M | 0.0% | +7.2% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 64,217 | $810K | 0.0% | -29.6% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 79,596 | $1.00M | 0.4% | +8.9% | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 2,362 | $30K | 0.0% | -61.3% | 0.000% | |
5/8/2025 | Foster & Motley Inc. | 58,743 | $741K | 0.0% | -4.2% | 0.000% | |
5/7/2025 | Pin Oak Investment Advisors Inc. | 42,065 | $527K | 0.4% | -3.0% | 0.000% | |
5/7/2025 | Maridea Wealth Management LLC | 43,667 | $551K | 0.2% | +5.7% | 0.000% | |
5/7/2025 | LPL Financial LLC | 528,736 | $6.67M | 0.0% | +3.1% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 19,713 | $249K | 0.0% | -43.9% | 0.000% | |
5/6/2025 | Journey Strategic Wealth LLC | 85,550 | $1.08M | 0.0% | +27.6% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 74,364 | $938K | 0.0% | +1.9% | 0.000% | |
5/6/2025 | Triumph Capital Management | 55,474 | $700K | 0.2% | -17.3% | 0.000% | |
5/6/2025 | Readystate Asset Management LP | 20,083 | $253K | 0.0% | N/A | 0.000% | |
5/5/2025 | Montag A & Associates Inc. | 6,423 | $81K | 0.0% | N/A | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 104,636 | $1.32M | 0.0% | +1.6% | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 36,192 | $456K | 0.0% | -26.5% | 0.000% | |
A new rule goes live in July — and the banks are quietly cashing in (Ad) A major change is quietly going into effect this July — and Wall Street is already positioning for it.
Big Banks have found a way to use a new asset as if it were cash.
Not stocks. Not bonds. Not even the U.S. dollar.
They now trust this asset more than the traditional financial system itself. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
5/2/2025 | Easterly Investment Partners LLC | 40,127 | $506K | 0.0% | -13.9% | 0.000% | |
5/2/2025 | Kingsview Wealth Management LLC | 28,250 | $356K | 0.0% | N/A | 0.000% | |
5/2/2025 | Summit X LLC | 117,205 | $1.48M | 0.3% | -24.4% | 0.000% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 102,177 | $1.29M | 0.3% | +13.5% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 66,535 | $839K | 0.0% | -1.5% | 0.000% | |
5/1/2025 | Left Brain Wealth Management LLC | 34,115 | $430K | 0.2% | +48.1% | 0.000% | |
5/1/2025 | CWM LLC | 5,130 | $65K | 0.0% | +29.7% | 0.000% | |
5/1/2025 | Fort Sheridan Advisors LLC | 137,409 | $1.73M | 0.3% | -9.0% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 53,320 | $672K | 0.0% | -3.6% | 0.000% | |
4/30/2025 | Arcus Capital Partners LLC | 52,036 | $656K | 0.3% | -45.4% | 0.000% | |
4/30/2025 | Ramiah Investment Group | 57,906 | $730K | 0.8% | N/A | 0.000% | |
4/30/2025 | Stratos Wealth Advisors LLC | 58,389 | $736K | 0.0% | +5.0% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 431,082 | $5.44M | 0.1% | +0.8% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 109,074 | $1.38M | 0.0% | +56.4% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 219,361 | $2.77M | 0.0% | -0.5% | 0.000% | |
4/25/2025 | Sovran Advisors LLC | 90,197 | $1.05M | 0.1% | -2.9% | 0.000% | |
4/24/2025 | Paragon Capital Management Inc. | 88,565 | $1.12M | 0.9% | -5.0% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 88,452 | $1.12M | 0.1% | +96.9% | 0.000% | |
4/23/2025 | Golden State Equity Partners | 149,935 | $1.89M | 0.4% | +1.6% | 0.000% | |
4/23/2025 | E&G Advisors LP | 56,500 | $712K | 0.2% | -1.7% | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 17,290 | $218K | 0.0% | -7.7% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 121,352 | $1.53M | 0.2% | +3.2% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 51,879 | $654K | 0.0% | +3.3% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 807,887 | $10.19M | 0.0% | -4.6% | 0.000% | |
4/22/2025 | PFG Investments LLC | 11,737 | $148K | 0.0% | N/A | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 17,454 | $220K | 0.0% | N/A | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 75,281 | $949K | 0.0% | +155.2% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 266,311 | $3.36M | 0.0% | +11.1% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 50,472 | $636K | 0.0% | +6.4% | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 123,130 | $1.55M | 0.0% | +14.9% | 0.000% | |
4/11/2025 | SeaCrest Wealth Management LLC | 15,679 | $198K | 0.0% | +36.2% | 0.000% | |
4/11/2025 | Intellectus Partners LLC | 447,956 | $5.65M | 1.4% | -2.5% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 70,368 | $887K | 0.0% | -5.1% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 13,200 | $166K | 0.0% | N/A | 0.000% | |
4/9/2025 | NBC Securities Inc. | 55,507 | $699K | 0.1% | +100,821.8% | 0.000% | |
4/8/2025 | Parallel Advisors LLC | 117,451 | $1.48M | 0.0% | +19.7% | 0.000% | |
4/4/2025 | Sage Capital Advisors llc | 39,439 | $497K | 0.1% | -5.7% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 47,452 | $596K | 0.0% | -24.1% | 0.000% | |
3/3/2025 | GHE LLC | 38,200 | $480K | 0.2% | +72.5% | 0.000% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 46,954 | $590K | 0.0% | +116.7% | 0.000% | |
2/24/2025 | United Advisor Group LLC | 43,565 | $548K | 0.1% | -5.9% | 0.000% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 12,822 | $161K | 0.0% | -15.9% | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 3,198,404 | $40.20M | 5.4% | -9.9% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 213,214 | $2.68M | 0.0% | +7.3% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 690,877 | $8.67M | 0.0% | +3.2% | 0.000% | |
2/17/2025 | Alteri Wealth LLC | 18,762 | $236K | 0.1% | N/A | 0.000% | |
2/14/2025 | Jane Street Group LLC | 16,453 | $207K | 0.0% | +24.7% | 0.000% | |
2/14/2025 | Triumph Capital Management | 67,119 | $844K | 0.3% | -4.5% | 0.000% | |
2/14/2025 | Comerica Bank | 28,067 | $353K | 0.0% | +6.2% | 0.000% | |
2/14/2025 | Lido Advisors LLC | 10,969 | $138K | 0.0% | N/A | 0.000% | |
A new rule goes live in July — and the banks are quietly cashing in (Ad) A major change is quietly going into effect this July — and Wall Street is already positioning for it.
Big Banks have found a way to use a new asset as if it were cash.
Not stocks. Not bonds. Not even the U.S. dollar.
They now trust this asset more than the traditional financial system itself. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
2/14/2025 | Stifel Financial Corp | 685,283 | $8.61M | 0.0% | +11.8% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 73,076 | $919K | 0.4% | +84.8% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 103,401 | $1.30M | 0.0% | +6.0% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 168,310 | $2.12M | 0.0% | +1.8% | 0.000% | |
2/13/2025 | Evergreen Capital Management LLC | 204,791 | $2.57M | 0.1% | -2.5% | 0.000% | |
2/13/2025 | M Holdings Securities Inc. | 73,813 | $928K | 0.1% | N/A | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 187,810 | $2.36M | 0.0% | -18.1% | 0.000% | |
2/13/2025 | Mariner LLC | 41,188 | $518K | 0.0% | -2.0% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 60,650 | $762K | 0.0% | -4.9% | 0.000% | |
2/13/2025 | First Foundation Advisors | 23,934 | $301K | 0.0% | -5.0% | 0.000% | |