| 5/21/2025 | Geneos Wealth Management Inc. | 47,832 | $5.27M | 0.2% | -4.2% | 0.158% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,475 | $713K | 0.0% | +154.9% | 0.021% | |
| 5/20/2025 | Integrity Alliance LLC. | 64,569 | $7.11M | 0.3% | N/A | 0.213% | |
| 5/19/2025 | SCS Capital Management LLC | 18,454 | $2.03M | 0.0% | N/A | 0.061% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 4,772 | $526K | 0.2% | N/A | 0.016% | |
| 5/16/2025 | Hamilton Capital LLC | 60,388 | $6.65M | 0.4% | +23.9% | 0.199% | |
| 5/16/2025 | Guardian Partners Inc. | 50,592 | $5.34M | 0.5% | +1,136.4% | 0.167% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 289,993 | $31.95M | 0.0% | -32.1% | 0.957% | |
| 5/16/2025 | Jones Financial Companies Lllp | 268,196 | $29.55M | 0.0% | +2,816.4% | 0.885% | |
| 5/16/2025 | Permanens Capital L.P. | 317,244 | $34.95M | 6.3% | +104.9% | 1.047% | |
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| 5/16/2025 | NewEdge Advisors LLC | 49,633 | $5.47M | 0.0% | +5.0% | 0.164% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 17,672 | $1.95M | 0.0% | +8.4% | 0.058% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 24,523 | $2.70M | 0.0% | +2.0% | 0.081% | |
| 5/15/2025 | EP Wealth Advisors LLC | 1,038 | $114K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 154,832 | $17.06M | 0.0% | -1.7% | 0.511% | |
| 5/15/2025 | Calton & Associates Inc. | 3,775 | $416K | 0.1% | -3.5% | 0.012% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 2,780 | $306K | 0.1% | -7.5% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 6,454 | $711K | 0.0% | -68.1% | 0.021% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 1,610 | $177K | 0.1% | N/A | 0.005% | |
| 5/14/2025 | Ieq Capital LLC | 19,287 | $2.13M | 0.0% | +117.8% | 0.064% | |
| 5/14/2025 | CSM Advisors LLC | 25,554 | $2.82M | 0.2% | -0.5% | 0.084% | |
| 5/14/2025 | Comerica Bank | 16,727 | $1.84M | 0.0% | +1.4% | 0.055% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 24,571 | $2.72M | 0.3% | +2.4% | 0.081% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 68,028 | $7.50M | 0.0% | -74.9% | 0.225% | |
| 5/14/2025 | Kestra Advisory Services LLC | 46,991 | $5.18M | 0.0% | -17.8% | 0.155% | |
| 5/14/2025 | Summit Financial LLC | 224,707 | $24.76M | 0.7% | +584.0% | 0.742% | |
| 5/14/2025 | Flow Traders U.S. LLC | 84,591 | $9.32M | 0.4% | N/A | 0.279% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 280,853 | $30.94M | 0.5% | +83.2% | 0.927% | |
| 5/13/2025 | Global View Capital Management LLC | 21,223 | $2.34M | 0.8% | -21.4% | 0.070% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 31,671 | $3.49M | 0.0% | +28.8% | 0.105% | |
| 5/13/2025 | Raymond James Financial Inc. | 411,300 | $45.32M | 0.0% | -26.2% | 1.357% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 7,639 | $842K | 0.6% | +18.0% | 0.025% | |
| 5/13/2025 | Cresset Asset Management LLC | 9,530 | $1.05M | 0.0% | -7.7% | 0.031% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 7,049 | $777K | 0.0% | N/A | 0.023% | |
| 5/13/2025 | Anfield Capital Management LLC | 50,817 | $5.60M | 2.1% | -47.4% | 0.168% | |
| 5/13/2025 | HighTower Advisors LLC | 30,701 | $3.38M | 0.0% | +5.5% | 0.101% | |
| 5/12/2025 | Independent Advisor Alliance | 3,682 | $406K | 0.0% | -26.5% | 0.012% | |
| 5/12/2025 | SouthState Corp | 360 | $40K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | Condor Capital Management | 70,002 | $7.71M | 0.7% | +0.4% | 0.231% | |
| 5/12/2025 | National Bank of Canada FI | 11,110 | $1.22M | 0.0% | +1.4% | 0.037% | |
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| 5/12/2025 | AlphaCore Capital LLC | 646 | $71K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 92,803 | $10.23M | 3.7% | -0.6% | 0.306% | |
| 5/9/2025 | Deutsche Bank AG | 39,887 | $4.40M | 0.0% | -1.3% | 0.132% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 552,093 | $60.83M | 0.0% | +33.6% | 1.822% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 17,605 | $1.94M | 0.0% | -9.4% | 0.058% | |
| 5/9/2025 | Blair William & Co. IL | 28,555 | $3.15M | 0.0% | -0.4% | 0.094% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,594 | $286K | 0.0% | -36.6% | 0.009% | |
| 5/8/2025 | Liberty Mutual Group Asset Management Inc. | 698,750 | $76.99M | 25.5% | +2.8% | 2.306% | |
| 5/8/2025 | Moors & Cabot Inc. | 9,291 | $1.02M | 0.1% | -5.6% | 0.031% | |
| 5/8/2025 | Harbour Investments Inc. | 3,081 | $339K | 0.0% | +53.8% | 0.010% | |
| 5/8/2025 | Modera Wealth Management LLC | 2,993 | $330K | 0.0% | +19.4% | 0.010% | |
| 5/8/2025 | Arkadios Wealth Advisors | 2,080 | $229K | 0.0% | N/A | 0.007% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 47,889 | $5.28M | 0.1% | -4.1% | 0.158% | |
| 5/7/2025 | Patten & Patten Inc. TN | 5,705 | $629K | 0.0% | N/A | 0.019% | |
| 5/7/2025 | New Republic Capital LLC | 17,839 | $1.97M | 0.9% | +27.2% | 0.059% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 139,570 | $15.38M | 0.3% | +6.9% | 0.461% | |
| 5/7/2025 | LPL Financial LLC | 518,201 | $57.10M | 0.0% | -5.9% | 1.710% | |
| 5/7/2025 | Bearing Point Capital LLC | 52,593 | $5.80M | 1.2% | +4.0% | 0.174% | |
| 5/7/2025 | Nvwm LLC | 10,783 | $1.19M | 0.3% | +15.8% | 0.036% | |
| 5/7/2025 | Phoenix Financial Ltd. | 21,370 | $2.36M | 0.0% | -46.6% | 0.071% | |
| 5/6/2025 | Cetera Investment Advisers | 25,996 | $2.86M | 0.0% | -0.7% | 0.086% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 8,685 | $957K | 0.0% | +10.2% | 0.029% | |
| 5/6/2025 | Y Intercept Hong Kong Ltd | 10,957 | $1.21M | 0.1% | +139.8% | 0.036% | |
| 5/5/2025 | Allianz Asset Management GmbH | 216,470 | $23.85M | 0.0% | N/A | 0.714% | |
| 5/5/2025 | Calton & Associates Inc. | 2,874 | $317K | 0.0% | -26.5% | 0.009% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 3,703 | $408K | 0.0% | N/A | 0.012% | |
| 5/5/2025 | Formidable Asset Management LLC | 2,636 | $290K | 0.0% | N/A | 0.009% | |
| 5/5/2025 | Private Advisor Group LLC | 19,480 | $2.15M | 0.0% | -35.1% | 0.064% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 6,741 | $743K | 0.0% | +294.9% | 0.022% | |
| 5/1/2025 | Bleakley Financial Group LLC | 19,831 | $2.19M | 0.1% | +14.3% | 0.065% | |
| 5/1/2025 | CWM LLC | 887 | $98K | 0.0% | -99.2% | 0.003% | |
| 5/1/2025 | Diversify Wealth Management LLC | 19,980 | $2.18M | 0.2% | N/A | 0.066% | |
| 4/30/2025 | Cerity Partners LLC | 12,652 | $1.39M | 0.0% | +4.4% | 0.042% | |
| 4/30/2025 | Sharper & Granite LLC | 57,209 | $6.30M | 2.6% | -6.0% | 0.189% | |
| 4/29/2025 | Financial Counselors Inc. | 2,291 | $252K | 0.0% | N/A | 0.008% | |
| 4/29/2025 | Byrne Financial Freedom LLC | 33,036 | $3.64M | 2.1% | +1.8% | 0.109% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 56,316 | $6.21M | 0.0% | -4.4% | 0.186% | |
| 4/29/2025 | Rice Partnership LLC | 88,293 | $9.73M | 2.0% | +26.0% | 0.291% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 12,502 | $1.38M | 0.0% | +567.1% | 0.041% | |
| 4/29/2025 | Bank of New York Mellon Corp | 18,667 | $2.06M | 0.0% | +109.1% | 0.062% | |
| 4/28/2025 | North Capital Inc. | 751 | $83K | 0.1% | N/A | 0.002% | |
| 4/28/2025 | Able Wealth Management LLC | 4,082 | $450K | 0.2% | -28.1% | 0.013% | |
| 4/28/2025 | Smart Money Group LLC | 2,401 | $265K | 0.2% | -95.6% | 0.008% | |
| 4/28/2025 | Private Trust Co. NA | 950 | $105K | 0.0% | +58.3% | 0.003% | |
| 4/28/2025 | Kanawha Capital Management LLC | 5,425 | $598K | 0.0% | -1.8% | 0.018% | |
| 4/25/2025 | K2 Financial Inc. | 2,918 | $295K | 0.3% | +3.4% | 0.010% | |
| 4/25/2025 | Mmbg Investment Advisors CO. | 43,912 | $4.84M | 0.5% | -4.1% | 0.145% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 79,990 | $8.81M | 1.7% | -0.7% | 0.256% | |
| 4/24/2025 | Waverton Investment Management Ltd | 5,818 | $641K | 0.0% | -11.4% | 0.019% | |
| 4/23/2025 | Western Wealth Management LLC | 4,599 | $507K | 0.0% | +17.1% | 0.015% | |
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad) A Historic Gold Announcement Is About to Rock Wall Street
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Be ready before the historic gold move. Get Garrett’s Top Four picks now. |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 748 | $82K | 0.0% | -15.8% | 0.002% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 33,886 | $3.73M | 0.0% | -2.8% | 0.109% | |
| 4/23/2025 | E&G Advisors LP | 10,810 | $1.19M | 0.3% | +1.0% | 0.035% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 3,796 | $418K | 0.1% | -8.6% | 0.012% | |
| 4/23/2025 | Eagle Strategies LLC | 3,152 | $347K | 0.1% | +29.8% | 0.010% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 33,540 | $3.70M | 0.0% | -1.2% | 0.108% | |
| 4/22/2025 | Runnymede Capital Advisors Inc. | 2,931 | $323K | 0.3% | -29.8% | 0.009% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,578 | $1.50M | 0.0% | +1.7% | 0.044% | |
| 4/21/2025 | Provident Wealth Management LLC | 500 | $55K | 0.0% | N/A | 0.002% | |
| 4/21/2025 | Lumbard & Kellner LLC | 1,234 | $136K | 0.1% | N/A | 0.004% | |
