7/29/2025 | Stratos Wealth Partners LTD. | 18,204 | $120K | 0.0% | N/A | 0.030% | |
7/28/2025 | Allianz Asset Management GmbH | 350,449 | $2.31M | 0.0% | -7.0% | 0.581% | |
7/25/2025 | Integrated Capital Management Inc. | 32,569 | $214K | 0.2% | +12.5% | 0.054% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 562,242 | $3.70M | 0.0% | -7.0% | 0.932% | |
7/25/2025 | Ackerman Capital Advisors LLC | 27,882 | $183K | 0.0% | +82.9% | 0.046% | |
7/24/2025 | Mackay Shields LLC | 1,320,857 | $8.69M | 0.3% | -7.0% | 2.190% | |
7/24/2025 | Leo Wealth LLC | 322,826 | $2.12M | 0.2% | +32.7% | 0.535% | |
7/23/2025 | Citizens National Bank Trust Department | 22,050 | $145K | 0.0% | -14.0% | 0.037% | |
7/22/2025 | Realta Investment Advisors | 21,000 | $138K | 0.1% | N/A | 0.035% | |
7/21/2025 | Ameritas Advisory Services LLC | 5,000 | $33K | 0.0% | N/A | 0.008% | |
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7/17/2025 | Capital Investment Advisors LLC | 329,912 | $2.17M | 0.0% | -6.7% | 0.547% | |
7/17/2025 | Janney Montgomery Scott LLC | 19,206 | $126K | 0.0% | -14.5% | 0.032% | |
7/16/2025 | Dakota Wealth Management | 198,260 | $1.31M | 0.0% | -7.0% | 0.329% | |
7/14/2025 | Seed Wealth Management Inc. | 13,020 | $86K | 0.1% | -21.3% | 0.022% | |
7/14/2025 | Gridiron Partners LLC | 356,923 | $2.35M | 1.5% | -3.1% | 0.592% | |
5/21/2025 | Indiana Trust & Investment Management Co | 151,754 | $1.06M | 0.4% | +1.5% | 0.252% | |
5/16/2025 | Integrated Wealth Concepts LLC | 67,077 | $470K | 0.0% | -3.7% | 0.111% | |
5/16/2025 | AQR Arbitrage LLC | 50,077 | $351K | 0.0% | -59.9% | 0.083% | |
5/16/2025 | Advisors Asset Management Inc. | 459,177 | $3.22M | 0.1% | -3.6% | 0.761% | |
5/16/2025 | 1607 Capital Partners LLC | 511,845 | $3.59M | 0.3% | -7.1% | 0.849% | |
5/15/2025 | Royal Bank of Canada | 74,834 | $525K | 0.0% | +2.4% | 0.124% | |
5/14/2025 | Guggenheim Capital LLC | 1,320,597 | $9.26M | 0.1% | +16.1% | 2.190% | |
5/13/2025 | Raymond James Financial Inc. | 799,908 | $5.61M | 0.0% | +13.1% | 1.326% | |
5/13/2025 | Sit Investment Associates Inc. | 1,043,379 | $7.31M | 0.2% | +6.5% | 1.730% | |
5/12/2025 | Nuveen LLC | 12,176 | $85K | 0.0% | N/A | 0.020% | |
5/12/2025 | Invesco Ltd. | 284,350 | $1.99M | 0.0% | +22.7% | 0.471% | |
5/9/2025 | Ackerman Capital Advisors LLC | 15,242 | $107K | 0.0% | N/A | 0.025% | |
5/9/2025 | PNC Financial Services Group Inc. | 333,712 | $2.34M | 0.0% | +7.0% | 0.553% | |
5/8/2025 | US Bancorp DE | 6,461 | $45K | 0.0% | -23.6% | 0.011% | |
5/5/2025 | Kestra Private Wealth Services LLC | 26,603 | $186K | 0.0% | N/A | 0.044% | |
5/2/2025 | Leo Wealth LLC | 243,316 | $1.71M | 0.2% | -20.9% | 0.403% | |
5/2/2025 | Dakota Wealth Management | 213,198 | $1.50M | 0.0% | -10.3% | 0.353% | |
4/29/2025 | Bank of New York Mellon Corp | 68,363 | $479K | 0.0% | -6.0% | 0.113% | |
4/29/2025 | Mackay Shields LLC | 1,420,434 | $9.96M | 0.3% | -7.4% | 2.355% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 604,628 | $4.24M | 0.0% | -18.4% | 1.002% | |
4/23/2025 | Oppenheimer & Co. Inc. | 15,524 | $109K | 0.0% | N/A | 0.026% | |
4/17/2025 | Janney Montgomery Scott LLC | 22,465 | $157K | 0.0% | -21.1% | 0.037% | |
4/14/2025 | Park Avenue Securities LLC | 142,501 | $999K | 0.0% | +1.6% | 0.236% | |
4/11/2025 | Gridiron Partners LLC | 368,511 | $2.58M | 1.7% | -3.0% | 0.611% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 264,739 | $1.86M | 0.1% | +579.2% | 0.439% | |
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4/9/2025 | Integrated Capital Management Inc. | 28,961 | $203K | 0.2% | +10.9% | 0.048% | |
4/8/2025 | Rothschild Investment LLC | 119,840 | $840K | 0.1% | -6.5% | 0.199% | |
2/17/2025 | Pathstone Holdings LLC | 1,837,292 | $12.97M | 0.1% | +0.9% | 3.046% | |
2/17/2025 | Nomura Holdings Inc. | 29,000 | $204K | 0.0% | +129.6% | 0.048% | |
2/17/2025 | Nuveen Asset Management LLC | 36,916 | $260K | 0.0% | -5.9% | 0.061% | |
2/17/2025 | Logan Stone Capital LLC | 57,362 | $404K | 0.1% | -77.3% | 0.095% | |
2/17/2025 | CF Capital LLC | 10,000 | $70K | 0.1% | N/A | 0.017% | |
2/17/2025 | Bank of America Corp DE | 447,153 | $3.15M | 0.0% | +0.5% | 0.741% | |
2/17/2025 | Ameriprise Financial Inc. | 15,800 | $103K | 0.0% | N/A | 0.026% | |
2/14/2025 | AQR Arbitrage LLC | 124,845 | $879K | 0.0% | -43.6% | 0.207% | |
2/14/2025 | Northern Trust Corp | 20,895 | $147K | 0.0% | N/A | 0.035% | |
2/14/2025 | Integrated Wealth Concepts LLC | 69,628 | $490K | 0.0% | -5.9% | 0.115% | |
2/13/2025 | 1607 Capital Partners LLC | 551,113 | $3.88M | 0.3% | +39.8% | 0.914% | |
2/13/2025 | NewEdge Advisors LLC | 10,588 | $75K | 0.0% | N/A | 0.018% | |
2/13/2025 | Guggenheim Capital LLC | 1,137,845 | $8.01M | 0.1% | +9.3% | 1.887% | |
2/13/2025 | Cohen & Steers Inc. | 248,091 | $1.75M | 0.0% | +2.9% | 0.411% | |
2/13/2025 | Savvy Advisors Inc. | 22,793 | $160K | 0.0% | N/A | 0.038% | |
2/13/2025 | Rockefeller Capital Management L.P. | 156,228 | $1.10M | 0.0% | +4.8% | 0.259% | |
2/13/2025 | Bessemer Group Inc. | 4,106 | $29K | 0.0% | +83.1% | 0.007% | |
2/13/2025 | Raymond James Financial Inc. | 707,152 | $4.98M | 0.0% | N/A | 1.173% | |
2/13/2025 | Invesco Ltd. | 231,763 | $1.63M | 0.0% | +52.9% | 0.384% | |
2/13/2025 | Wellspring Financial Advisors LLC | 86,796 | $611K | 0.0% | -19.8% | 0.144% | |
2/13/2025 | Envestnet Asset Management Inc. | 166,940 | $1.18M | 0.0% | +5.2% | 0.277% | |
2/13/2025 | Sit Investment Associates Inc. | 979,630 | $6.90M | 0.2% | +318.5% | 1.624% | |
2/13/2025 | Wells Fargo & Company MN | 361,096 | $2.54M | 0.0% | -2.3% | 0.599% | |
2/12/2025 | Landscape Capital Management L.L.C. | 15,297 | $108K | 0.0% | N/A | 0.025% | |
2/11/2025 | LPL Financial LLC | 75,065 | $528K | 0.0% | +21.1% | 0.124% | |
2/10/2025 | Advisors Asset Management Inc. | 476,504 | $3.36M | 0.1% | -14.7% | 0.790% | |
2/10/2025 | Signaturefd LLC | 4,901 | $35K | 0.0% | N/A | 0.008% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 5,450 | $38K | 0.0% | N/A | 0.009% | |
2/10/2025 | Commonwealth Equity Services LLC | 17,056 | $120K | 0.0% | -12.8% | 0.028% | |
2/7/2025 | HighTower Advisors LLC | 60,038 | $423K | 0.0% | N/A | 0.100% | |
2/7/2025 | PNC Financial Services Group Inc. | 311,831 | $2.20M | 0.0% | -6.0% | 0.517% | |
2/6/2025 | Raymond James Financial Inc. | 707,152 | $4.98M | 0.0% | N/A | 1.173% | |
2/5/2025 | Noble Wealth Management PBC | 20,121 | $142K | 0.1% | N/A | 0.033% | |
2/4/2025 | Bank of New York Mellon Corp | 72,738 | $512K | 0.0% | -6.3% | 0.121% | |
2/4/2025 | Rothschild Investment LLC | 128,143 | $902K | 0.1% | -3.8% | 0.212% | |
2/4/2025 | Mackay Shields LLC | 1,534,563 | $10.80M | 0.3% | -3.5% | 2.544% | |
2/3/2025 | Citizens National Bank Trust Department | 26,750 | $188K | 0.0% | -13.0% | 0.044% | |
1/31/2025 | Robinson Capital Management LLC | 897,322 | $6.32M | 2.6% | -6.6% | 1.488% | |
1/31/2025 | J.W. Cole Advisors Inc. | 10,900 | $77K | 0.0% | N/A | 0.018% | |
1/30/2025 | Pathway Financial Advisers LLC | 7,793 | $55K | 0.0% | -87.9% | 0.012% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 740,906 | $5.22M | 0.0% | -6.0% | 1.150% | |
1/29/2025 | Indiana Trust & Investment Management Co | 149,520 | $1.05M | 0.4% | +1.4% | 0.232% | |
1/28/2025 | Leo Wealth LLC | 307,617 | $2.17M | 0.2% | +1.7% | 0.478% | |
1/17/2025 | Avior Wealth Management LLC | 25,774 | $181K | 0.0% | -11.9% | 0.040% | |
1/17/2025 | Riverbridge Partners LLC | 42,157 | $297K | 0.0% | -9.3% | 0.065% | |
1/17/2025 | Janney Montgomery Scott LLC | 28,471 | $200K | 0.0% | +21.8% | 0.044% | |
1/17/2025 | Dakota Wealth Management | 237,645 | $1.67M | 0.0% | -3.8% | 0.369% | |
1/15/2025 | Gridiron Partners LLC | 379,981 | $2.68M | 1.7% | -2.9% | 0.590% | |
[No Brainer Gold Play]: “Show me a better investment.” (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 could 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. Click here to get Garrett’s Top Four picks now. |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 38,977 | $274K | 0.0% | +80.5% | 0.061% | |
1/14/2025 | Park Avenue Securities LLC | 140,206 | $987K | 0.0% | +7.3% | 0.218% | |
1/13/2025 | Capital Investment Advisors LLC | 352,899 | $2.48M | 0.1% | +3.7% | 0.548% | |
12/3/2024 | Rivernorth Capital Management LLC | 4,099,224 | $31.15M | 1.5% | -6.0% | 6.366% | |
11/20/2024 | Virtu Financial LLC | 28,734 | $218K | 0.0% | N/A | 0.045% | |
11/15/2024 | Rivernorth Capital Management LLC | 4,106,980 | $31.21M | 1.6% | -5.8% | 6.378% | |
11/15/2024 | Integrated Wealth Concepts LLC | 74,032 | $563K | 0.0% | -6.0% | 0.115% | |
11/15/2024 | Benjamin Edwards Inc. | 21,000 | $160K | 0.0% | N/A | 0.033% | |
11/14/2024 | Rockefeller Capital Management L.P. | 149,061 | $1.13M | 0.0% | -3.4% | 0.231% | |
11/12/2024 | Larson Financial Group LLC | 5,000 | $38K | 0.0% | +233.3% | 0.008% | |