8/8/2025 | Rockefeller Capital Management L.P. | 205,816 | $2.32M | 0.0% | +10.8% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 528,118 | $5.96M | 0.0% | +4.0% | 0.000% | |
8/8/2025 | Creative Planning | 15,635 | $177K | 0.0% | -5.5% | 0.000% | |
8/8/2025 | Fiera Capital Corp | 433,973 | $4.90M | 0.0% | -1.5% | 0.000% | |
8/8/2025 | PNC Financial Services Group Inc. | 84,490 | $954K | 0.0% | -1.5% | 0.000% | |
8/7/2025 | Ibex Wealth Advisors | 138,423 | $1.56M | 0.2% | -2.0% | 0.000% | |
8/7/2025 | Allworth Financial LP | 15,865 | $179K | 0.0% | +523.1% | 0.000% | |
8/6/2025 | Prospera Financial Services Inc | 128,126 | $1.45M | 0.0% | +1.9% | 0.000% | |
8/6/2025 | AE Wealth Management LLC | 18,162 | $205K | 0.0% | N/A | 0.000% | |
8/6/2025 | Atlantic Union Bankshares Corp | 3,035 | $34K | 0.0% | N/A | 0.000% | |
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8/6/2025 | Moors & Cabot Inc. | 20,646 | $233K | 0.0% | +32.0% | 0.000% | |
8/5/2025 | Claro Advisors LLC | 47,197 | $533K | 0.1% | -9.8% | 0.000% | |
8/5/2025 | Rareview Capital LLC | 270,646 | $3.06M | 1.9% | -25.7% | 0.000% | |
8/5/2025 | Wakefield Asset Management LLLP | 153,670 | $1.74M | 0.5% | -1.5% | 0.000% | |
8/5/2025 | Carson Advisory Inc. | 11,620 | $131K | 0.1% | -11.5% | 0.000% | |
8/5/2025 | Palogic Value Management L.P. | 263,795 | $2.98M | 1.2% | +12.5% | 0.000% | |
8/5/2025 | TIAA Trust National Association | 27,585 | $311K | 0.0% | -6.6% | 0.000% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,946 | $169K | 0.0% | -15.7% | 0.000% | |
8/4/2025 | Spire Wealth Management | 31,547 | $356K | 0.0% | +39.9% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 38,148 | $431K | 0.0% | -92.5% | 0.000% | |
7/31/2025 | Gill Capital Partners LLC | 591,195 | $6.68M | 2.1% | -14.6% | 0.000% | |
7/30/2025 | Cornerstone Advisory LLC | 798,672 | $9.02M | 1.0% | +16.5% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 84,596 | $955K | 0.0% | -3.3% | 0.000% | |
7/29/2025 | Private Trust Co. NA | 5,036 | $57K | 0.0% | -30.9% | 0.000% | |
7/28/2025 | Duncker Streett & Co. Inc. | 25,635 | $289K | 0.1% | N/A | 0.000% | |
7/28/2025 | Mutual Advisors LLC | 151,787 | $1.69M | 0.0% | -2.5% | 0.000% | |
7/28/2025 | RFG Advisory LLC | 57,802 | $653K | 0.0% | +3.6% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 811,437 | $9.16M | 0.0% | -31.9% | 0.000% | |
7/25/2025 | Summa Corp. | 30,464 | $337K | 0.2% | N/A | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 52,372 | $591K | 0.0% | -13.3% | 0.000% | |
7/25/2025 | GFS Advisors LLC | 419,920 | $4.74M | 0.6% | +18.7% | 0.000% | |
7/24/2025 | Mackay Shields LLC | 2,227,951 | $25.15M | 0.8% | -0.1% | 0.000% | |
7/24/2025 | IFP Advisors Inc | 56,551 | $638K | 0.0% | +5,655,000.0% | 0.000% | |
7/24/2025 | MSH Capital Advisors LLC | 60,847 | $687K | 0.2% | +13.5% | 0.000% | |
7/23/2025 | Tyche Wealth Partners LLC | 242,184 | $2.73M | 0.5% | -2.4% | 0.000% | |
7/22/2025 | Chung Wu Investment Group LLC | 6,000 | $68K | 0.1% | N/A | 0.000% | |
7/22/2025 | Fortitude Advisory Group L.L.C. | 33,970 | $384K | 0.2% | +3.8% | 0.000% | |
7/22/2025 | Realta Investment Advisors | 48,897 | $552K | 0.2% | +102.7% | 0.000% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 22,135 | $250K | 0.0% | -22.3% | 0.000% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 134,750 | $1.52M | 0.0% | +43.2% | 0.000% | |
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7/17/2025 | Eagle Bluffs Wealth Management LLC | 639,085 | $7.26M | 3.5% | +2.4% | 0.000% | |
7/17/2025 | XML Financial LLC | 144,523 | $1.63M | 0.1% | +3.2% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 360,054 | $4.07M | 0.1% | -4.0% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 301,261 | $3.40M | 0.0% | -2.7% | 0.000% | |
7/17/2025 | GC Wealth Management RIA LLC | 50,113 | $566K | 0.0% | -15.8% | 0.000% | |
7/17/2025 | Barry Investment Advisors LLC | 22,207 | $254K | 0.1% | -43.9% | 0.000% | |
7/16/2025 | Dakota Wealth Management | 59,828 | $675K | 0.0% | -78.4% | 0.000% | |
7/15/2025 | BNC Wealth Management LLC | 48,365 | $546K | 0.2% | -9.8% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 89,160 | $1.01M | 0.0% | +9.3% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 25,141 | $284K | 0.0% | -92.7% | 0.000% | |
7/14/2025 | Sowell Financial Services LLC | 23,255 | $263K | 0.0% | -18.8% | 0.000% | |
7/11/2025 | Congress Park Capital LLC | 540,000 | $6.10M | 2.0% | +14.3% | 0.000% | |
7/11/2025 | Fruth Investment Management | 15,493 | $174K | 0.0% | +48.5% | 0.000% | |
7/11/2025 | UMB Bank n.a. | 6,452 | $73K | 0.0% | N/A | 0.000% | |
7/10/2025 | Uptown Financial Advisors LLC | 30,340 | $343K | 0.3% | +41.8% | 0.000% | |
7/9/2025 | Breakwater Capital Group | 74,731 | $844K | 0.1% | +26.2% | 0.000% | |
7/9/2025 | Balefire LLC | 11,278 | $127K | 0.0% | +9.6% | 0.000% | |
7/8/2025 | Melone Private Wealth LLC | 176,680 | $1.99M | 1.0% | +42.7% | 0.000% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 32,550 | $367K | 0.1% | -3.8% | 0.000% | |
7/7/2025 | Salem Investment Counselors Inc. | 8,900 | $101K | 0.0% | +2,752.6% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 9,361 | $108K | 0.0% | N/A | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 243,519 | $2.81M | 0.1% | -2.7% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 170,299 | $1.96M | 0.7% | -24.3% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 27,499 | $317K | 0.0% | +388.7% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 26,547 | $306K | 0.0% | +40.6% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 20,698 | $238K | 0.0% | +74.5% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 23,803 | $274K | 0.0% | N/A | 0.000% | |
5/19/2025 | Palogic Value Management L.P. | 234,489 | $2.70M | 1.1% | +20.6% | 0.000% | |
5/16/2025 | Coppell Advisory Solutions LLC | 35,538 | $409K | 0.0% | +11,438.3% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 146,148 | $1.68M | 0.0% | +46.5% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 25,470 | $293K | 0.0% | -3.6% | 0.000% | |
5/16/2025 | Concorde Asset Management LLC | 15,466 | $173K | 0.1% | N/A | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 15,000 | $174K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 550,996 | $6.35M | 0.1% | +0.2% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 684,939 | $7.89M | 0.0% | +7.3% | 0.000% | |
5/15/2025 | Cura Wealth Advisors LLC | 110,000 | $1.27M | 0.5% | -11.6% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 240,529 | $2.77M | 0.0% | +24.0% | 0.000% | |
5/15/2025 | Palogic Value Management L.P. | 234,489 | $2.70M | 1.2% | +20.6% | 0.000% | |
5/15/2025 | WPG Advisers LLC | 3,459 | $40K | 0.0% | N/A | 0.000% | |
5/15/2025 | Tortoise Investment Management LLC | 7,170 | $83K | 0.0% | -92.3% | 0.000% | |
5/15/2025 | Northstar Financial Companies Inc. | 10,330 | $119K | 0.1% | N/A | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,255,237 | $14.46M | 0.1% | +8.9% | 0.000% | |
5/14/2025 | Widmann Financial Services Inc. | 21,211 | $244K | 0.2% | -12.2% | 0.000% | |
5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 127,072 | $1.46M | 0.5% | +10.4% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 65,528 | $755K | 0.0% | -14.9% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 179,513 | $2.07M | 0.0% | +20.2% | 0.000% | |
5/14/2025 | Gould Capital LLC | 30,677 | $353K | 0.2% | -6.4% | 0.000% | |
5/14/2025 | Summit Financial LLC | 55,373 | $638K | 0.0% | +5.1% | 0.000% | |
5/13/2025 | Elequin Capital LP | 28,082 | $324K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 1,907,631 | $21.98M | 0.0% | +2.9% | 0.000% | |
GENIUS Act: Cancel Your Money? (Ad) A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control.
Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live. Get the free info kit with 3 strategies to sidestep digital dollar control. |
5/13/2025 | Cresset Asset Management LLC | 16,718 | $194K | 0.0% | -7.3% | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 1,877,551 | $21.63M | 0.5% | -29.4% | 0.000% | |
5/13/2025 | MSH Capital Advisors LLC | 53,633 | $618K | 0.2% | +2.9% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 462,225 | $5.33M | 0.0% | -28.0% | 0.000% | |
5/12/2025 | Virtu Financial LLC | 35,829 | $413K | 0.0% | N/A | 0.000% | |
5/12/2025 | Invesco Ltd. | 182,138 | $2.10M | 0.0% | +1.9% | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 13,505 | $157K | 0.0% | N/A | 0.000% | |
5/9/2025 | City of London Investment Management Co. Ltd. | 51,288 | $591K | 0.1% | -85.2% | 0.000% | |
5/9/2025 | Wealthspire Advisors LLC | 49,552 | $571K | 0.0% | N/A | 0.000% | |
5/9/2025 | Gill Capital Partners LLC | 692,082 | $7.97M | 2.8% | -7.0% | 0.000% | |