8/8/2025 | Tortoise Investment Management LLC | 16,811 | $174K | 0.0% | -30.9% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 110,392 | $1.14M | 0.0% | +3.1% | 0.000% | |
8/8/2025 | City of London Investment Management Co. Ltd. | 371,024 | $3.84M | 0.4% | -20.4% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 75,865 | $785K | 0.0% | -12.2% | 0.000% | |
8/8/2025 | Creative Planning | 16,494 | $171K | 0.0% | -69.3% | 0.000% | |
8/8/2025 | PNC Financial Services Group Inc. | 67,794 | $702K | 0.0% | -50.5% | 0.000% | |
8/7/2025 | WESCAP Management Group Inc. | 80,576 | $834K | 0.2% | +63.0% | 0.000% | |
8/6/2025 | Wedbush Securities Inc. | 61,439 | $636K | 0.0% | +7.6% | 0.000% | |
8/5/2025 | Rareview Capital LLC | 25,152 | $260K | 0.2% | -7.7% | 0.000% | |
8/5/2025 | Intellectus Partners LLC | 41,641 | $433K | 0.1% | -49.6% | 0.000% | |
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8/1/2025 | Envestnet Asset Management Inc. | 49,899 | $516K | 0.0% | +57.1% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 22,112 | $230K | 0.0% | -85.6% | 0.000% | |
7/23/2025 | Litman Gregory Wealth Management LLC | 43,094 | $446K | 0.0% | +11.1% | 0.000% | |
7/22/2025 | Realta Investment Advisors | 13,652 | $141K | 0.1% | N/A | 0.000% | |
7/22/2025 | Diligent Investors LLC | 180,928 | $1.87M | 0.4% | +7.2% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,742 | $28K | 0.0% | N/A | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 105,202 | $1.09M | 0.7% | +10.2% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 16,238 | $168K | 0.0% | -13.3% | 0.000% | |
7/16/2025 | Dakota Wealth Management | 234,076 | $2.42M | 0.1% | -1.3% | 0.000% | |
7/9/2025 | Channel Wealth LLC | 84,482 | $874K | 0.2% | +2.1% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 25,467 | $273K | 0.0% | -8.7% | 0.027% | |
5/16/2025 | Advisors Asset Management Inc. | 649,202 | $6.95M | 0.1% | +13.0% | 0.676% | |
5/16/2025 | Almitas Capital LLC | 66,217 | $709K | 0.2% | -40.4% | 0.069% | |
5/15/2025 | EP Wealth Advisors LLC | 15,179 | $163K | 0.0% | -14.4% | 0.016% | |
5/15/2025 | Baird Financial Group Inc. | 38,079 | $408K | 0.0% | +37.7% | 0.040% | |
5/15/2025 | Landscape Capital Management L.L.C. | 51,638 | $553K | 0.0% | -29.7% | 0.054% | |
5/14/2025 | Guggenheim Capital LLC | 1,634,966 | $17.51M | 0.2% | +2.8% | 1.702% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 233,897 | $2.51M | 0.9% | +8.4% | 0.244% | |
5/14/2025 | Van Hulzen Asset Management LLC | 10,693 | $115K | 0.0% | +16.6% | 0.011% | |
5/13/2025 | Sit Investment Associates Inc. | 1,894,225 | $20.29M | 0.5% | -1.0% | 1.972% | |
5/13/2025 | WESCAP Management Group Inc. | 49,420 | $529K | 0.1% | N/A | 0.051% | |
5/12/2025 | Wolverine Asset Management LLC | 6,514 | $70K | 0.0% | -86.6% | 0.007% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 466,259 | $4.99M | 0.5% | +53.8% | 0.485% | |
5/9/2025 | Atria Wealth Solutions Inc. | 153,936 | $1.66M | 0.0% | -8.1% | 0.160% | |
5/9/2025 | PNC Financial Services Group Inc. | 136,930 | $1.47M | 0.0% | +42.3% | 0.143% | |
5/8/2025 | US Bancorp DE | 3,144 | $34K | 0.0% | +937.6% | 0.003% | |
5/7/2025 | LPL Financial LLC | 179,861 | $1.93M | 0.0% | +13.2% | 0.187% | |
5/7/2025 | Alteri Wealth LLC | 75,429 | $808K | 0.4% | +15.0% | 0.079% | |
5/6/2025 | Cetera Investment Advisers | 86,371 | $925K | 0.0% | -3.4% | 0.090% | |
5/6/2025 | Wedbush Securities Inc. | 57,115 | $612K | 0.0% | +19.2% | 0.059% | |
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5/6/2025 | Readystate Asset Management LP | 13,239 | $142K | 0.0% | -43.3% | 0.014% | |
5/6/2025 | Choreo LLC | 53,930 | $580K | 0.0% | +10.6% | 0.056% | |
5/5/2025 | Hollencrest Capital Management | 225,446 | $2.42M | 0.1% | +9.6% | 0.235% | |
5/2/2025 | Dakota Wealth Management | 237,076 | $2.54M | 0.1% | +27.3% | 0.247% | |
4/29/2025 | Mackay Shields LLC | 981,667 | $10.51M | 0.3% | +654.9% | 1.022% | |
4/23/2025 | Atala Financial Inc | 260,251 | $2.79M | 2.1% | +3.5% | 0.271% | |
4/23/2025 | Golden State Wealth Management LLC | 10,390 | $111K | 0.0% | +100.0% | 0.011% | |
4/23/2025 | Oppenheimer & Co. Inc. | 17,514 | $188K | 0.0% | +44.3% | 0.018% | |
4/14/2025 | Farther Finance Advisors LLC | 35,084 | $380K | 0.0% | +18.9% | 0.037% | |
4/11/2025 | Intellectus Partners LLC | 82,586 | $889K | 0.2% | -6.4% | 0.086% | |
4/10/2025 | Diligent Investors LLC | 168,793 | $1.81M | 0.4% | -0.8% | 0.176% | |
4/10/2025 | Channel Wealth LLC | 82,733 | $886K | 0.3% | +5.1% | 0.086% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 241,397 | $2.59M | 0.1% | -11.9% | 0.251% | |
4/10/2025 | Whipplewood Advisors LLC | 241,863 | $2.59M | 0.8% | +2,106.8% | 0.252% | |
2/26/2025 | LM Advisors LLC | 36,217 | $385K | 0.1% | -10.8% | 0.038% | |
2/18/2025 | Western Wealth Management LLC | 45,733 | $486K | 0.1% | -49.0% | 0.048% | |
2/18/2025 | Elequin Capital LP | 17,965 | $191K | 0.0% | N/A | 0.019% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 22,359 | $238K | 0.0% | +117.6% | 0.023% | |
2/17/2025 | Saba Capital Management L.P. | 2,304,501 | $24.50M | 0.6% | -0.1% | 2.400% | |
2/17/2025 | Nomura Holdings Inc. | 32,000 | $340K | 0.0% | +189.5% | 0.033% | |
2/17/2025 | Logan Stone Capital LLC | 270,740 | $2.88M | 1.0% | +199.7% | 0.282% | |
2/17/2025 | Diligent Investors LLC | 170,167 | $1.81M | 0.4% | -2.2% | 0.177% | |
2/17/2025 | EP Wealth Advisors LLC | 17,734 | $189K | 0.0% | +37.9% | 0.018% | |
2/17/2025 | Cary Street Partners Financial LLC | 11,000 | $117K | 0.0% | N/A | 0.011% | |
2/17/2025 | Baird Financial Group Inc. | 27,663 | $294K | 0.0% | +34.4% | 0.029% | |
2/17/2025 | Bank of America Corp DE | 1,604,841 | $17.06M | 0.0% | +6.1% | 1.671% | |
2/17/2025 | Alteri Wealth LLC | 65,568 | $697K | 0.2% | N/A | 0.068% | |
2/17/2025 | Almitas Capital LLC | 111,060 | $1.18M | 0.3% | N/A | 0.116% | |
2/14/2025 | Jane Street Group LLC | 34,651 | $368K | 0.0% | N/A | 0.036% | |
2/14/2025 | Two Sigma Securities LLC | 16,013 | $170K | 0.0% | N/A | 0.017% | |
2/13/2025 | Guggenheim Capital LLC | 1,590,482 | $16.91M | 0.1% | +24.5% | 1.656% | |
2/13/2025 | XTX Topco Ltd | 14,842 | $158K | 0.0% | N/A | 0.015% | |
2/13/2025 | Rockefeller Capital Management L.P. | 112,454 | $1.20M | 0.0% | -3.5% | 0.117% | |
2/13/2025 | Raymond James Financial Inc. | 42,762 | $455K | 0.0% | N/A | 0.045% | |
2/13/2025 | Wellspring Financial Advisors LLC | 13,300 | $141K | 0.0% | N/A | 0.014% | |
2/13/2025 | Envestnet Asset Management Inc. | 15,996 | $170K | 0.0% | +26.3% | 0.017% | |
2/13/2025 | Wedbush Securities Inc. | 47,900 | $509K | 0.0% | +19.6% | 0.050% | |
2/13/2025 | Perennial Investment Advisors LLC | 73,211 | $778K | 0.1% | +7.7% | 0.076% | |
2/13/2025 | Sit Investment Associates Inc. | 1,914,224 | $20.35M | 0.5% | -5.7% | 1.993% | |
2/13/2025 | Wells Fargo & Company MN | 748,692 | $7.96M | 0.0% | +4.3% | 0.780% | |
2/12/2025 | Landscape Capital Management L.L.C. | 73,504 | $781K | 0.1% | +12.1% | 0.077% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 215,693 | $2.29M | 0.7% | -3.6% | 0.225% | |
2/12/2025 | LM Advisors LLC | 36,217 | $385K | 0.1% | -10.8% | 0.038% | |
2/11/2025 | LPL Financial LLC | 158,901 | $1.69M | 0.0% | -23.9% | 0.165% | |
2/10/2025 | Evoke Wealth LLC | 171,503 | $1.82M | 0.1% | +13.2% | 0.179% | |
2/10/2025 | Advisors Asset Management Inc. | 574,270 | $6.10M | 0.1% | +10.7% | 0.598% | |
2/10/2025 | Corient Private Wealth LLC | 21,377 | $227K | 0.0% | +55.5% | 0.022% | |
2/10/2025 | Atala Financial Inc | 251,390 | $2.67M | 1.9% | N/A | 0.262% | |
2/10/2025 | Hollencrest Capital Management | 205,646 | $2.19M | 0.1% | -77.8% | 0.214% | |
2/7/2025 | Tortoise Investment Management LLC | 24,311 | $258K | 0.0% | -17.5% | 0.025% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
2/7/2025 | Intellectus Partners LLC | 88,204 | $938K | 0.2% | +6.0% | 0.092% | |
2/7/2025 | PNC Financial Services Group Inc. | 96,220 | $1.02M | 0.0% | +255.3% | 0.100% | |
2/7/2025 | Destination Wealth Management | 57,048 | $606K | 0.0% | +32.5% | 0.059% | |
2/6/2025 | Raymond James Financial Inc. | 42,762 | $455K | 0.0% | N/A | 0.045% | |
2/6/2025 | NINE MASTS CAPITAL Ltd | 19,706 | $209K | 0.0% | -75.3% | 0.021% | |
2/5/2025 | Oppenheimer & Co. Inc. | 12,137 | $129K | 0.0% | +18.8% | 0.013% | |
2/5/2025 | Whipplewood Advisors LLC | 10,960 | $117K | 0.1% | N/A | 0.011% | |
2/4/2025 | Mackay Shields LLC | 130,046 | $1.38M | 0.0% | -1.2% | 0.135% | |
2/3/2025 | Wolverine Asset Management LLC | 48,672 | $517K | 0.0% | +38.4% | 0.051% | |
1/31/2025 | Robinson Capital Management LLC | 738,664 | $7.85M | 3.2% | -4.5% | 0.769% | |