7/18/2025 | SimpliFi Inc. | 581 | $290K | 0.1% | -7.6% | 0.000% | |
7/18/2025 | Gold Investment Management Ltd. | 2,306 | $1.16M | 0.4% | +21.7% | 0.002% | |
7/18/2025 | Naples Global Advisors LLC | 987 | $493K | 0.0% | +3.2% | 0.001% | |
7/18/2025 | Parsons Capital Management Inc. RI | 1,229 | $614K | 0.0% | -92.4% | 0.001% | |
7/18/2025 | Pure Financial Advisors LLC | 4,328 | $2.16M | 0.0% | +4.4% | 0.003% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 93,153 | $46.58M | 0.1% | -11.5% | 0.065% | |
7/18/2025 | Chelsea Counsel Co. | 1,330 | $665K | 0.3% | -4.0% | 0.001% | |
7/18/2025 | Trust Co. of Vermont | 1,097 | $548K | 0.0% | +7.5% | 0.001% | |
7/18/2025 | Community Bank & Trust Waco Texas | 931 | $465K | 0.1% | +19.1% | 0.001% | |
7/18/2025 | Childress Capital Advisors LLC | 536 | $268K | 0.1% | +14.0% | 0.000% | |
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7/18/2025 | PFG Investments LLC | 1,328 | $664K | 0.0% | +24.7% | 0.001% | |
7/18/2025 | Consolidated Portfolio Review Corp | 800 | $400K | 0.1% | N/A | 0.001% | |
7/18/2025 | Victrix Investment Advisors | 2,520 | $1.26M | 0.6% | +2.4% | 0.002% | |
7/18/2025 | Institute for Wealth Management LLC. | 411 | $205K | 0.0% | -4.6% | 0.000% | |
7/18/2025 | PBMares Wealth Management LLC | 4,372 | $2.19M | 0.4% | -1.1% | 0.003% | |
7/18/2025 | Cooper Financial Group | 1,964 | $982K | 0.1% | -4.2% | 0.001% | |
7/18/2025 | Truist Financial Corp | 34,201 | $17.10M | 0.0% | +0.2% | 0.024% | |
7/18/2025 | First United Bank & Trust | 778 | $389K | 0.1% | +641.0% | 0.001% | |
7/17/2025 | Trivium Point Advisory LLC | 5,683 | $2.84M | 0.3% | -5.2% | 0.004% | |
7/17/2025 | JLB & Associates Inc. | 29,837 | $14.92M | 2.1% | +0.5% | 0.021% | |
7/17/2025 | Greenleaf Trust | 3,009 | $1.50M | 0.0% | -9.1% | 0.002% | |
7/17/2025 | HCR Wealth Advisors | 474 | $237K | 0.0% | -7.8% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 2,049 | $1.03M | 0.0% | +1.0% | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 6,117 | $3.06M | 0.0% | -6.4% | 0.004% | |
7/17/2025 | Janney Montgomery Scott LLC | 53,833 | $26.92M | 0.1% | -16.7% | 0.037% | |
7/17/2025 | Venture Visionary Partners LLC | 1,987 | $993K | 0.0% | +1.6% | 0.001% | |
7/17/2025 | Invesco LLC | 7,126 | $3.56M | 1.3% | -2.7% | 0.005% | |
7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 5,970 | $2.99M | 0.6% | +1.2% | 0.004% | |
7/17/2025 | GC Wealth Management RIA LLC | 992 | $496K | 0.0% | N/A | 0.001% | |
7/17/2025 | Alpine Bank Wealth Management | 383 | $191K | 0.0% | +8.5% | 0.000% | |
7/17/2025 | V Square Quantitative Management LLC | 605 | $302K | 0.0% | +27.4% | 0.000% | |
7/17/2025 | Sound Income Strategies LLC | 602 | $301K | 0.0% | +39.7% | 0.000% | |
7/17/2025 | First County Bank CT | 907 | $453K | 0.2% | +14.4% | 0.001% | |
7/17/2025 | Global Trust Asset Management LLC | 754 | $377K | 0.2% | +15.8% | 0.001% | |
7/17/2025 | Moody Lynn & Lieberson LLC | 28,386 | $14.19M | 0.8% | +13.1% | 0.020% | |
7/17/2025 | Smith Salley Wealth Management | 21,616 | $10.81M | 0.6% | +1.9% | 0.015% | |
7/17/2025 | City Holding Co. | 100 | $50K | 0.0% | +138.1% | 0.000% | |
7/17/2025 | San Luis Wealth Advisors LLC | 517 | $258K | 0.1% | -30.2% | 0.000% | |
7/17/2025 | Beacon Capital Management LLC | 283 | $142K | 0.0% | -11.3% | 0.000% | |
7/17/2025 | Sonora Investment Management Group LLC | 3,360 | $1.68M | 0.1% | +0.9% | 0.002% | |
The big winner of Crypto week? (Ad) It’s Crypto Week at the White House — and the sector is moving from fringe to full-scale adoption.
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7/17/2025 | Guardian Investment Management | 692 | $346K | 0.3% | -12.6% | 0.000% | |
7/17/2025 | Financial Designs Corp | 613 | $306K | 0.2% | N/A | 0.000% | |
7/17/2025 | James Hambro & Partners LLP | 1,117 | $559K | 0.0% | +9.8% | 0.001% | |
7/17/2025 | TBH Global Asset Management LLC | 1,469 | $734K | 0.1% | -3.1% | 0.001% | |
7/17/2025 | KG&L Capital Management LLC | 560 | $280K | 0.1% | N/A | 0.000% | |
7/16/2025 | Spirepoint Private Client LLC | 15,543 | $7.77M | 0.9% | +1.7% | 0.011% | |
7/16/2025 | Diversified Enterprises LLC | 492 | $246K | 0.0% | +9.8% | 0.000% | |
7/16/2025 | Brown Lisle Cummings Inc. | 3,006 | $1.50M | 0.4% | -3.7% | 0.002% | |
7/16/2025 | Valicenti Advisory Services Inc. | 10,300 | $5.15M | 1.2% | +2.1% | 0.007% | |
7/16/2025 | Signaturefd LLC | 3,698 | $1.85M | 0.0% | +3.4% | 0.003% | |
7/16/2025 | ORG Partners LLC | 2,369 | $1.22M | 0.3% | +29.6% | 0.002% | |
7/16/2025 | State of Alaska Department of Revenue | 15,196 | $7.60M | 0.1% | -4.6% | 0.011% | |
7/16/2025 | Patton Fund Management Inc. | 465 | $232K | 0.2% | N/A | 0.000% | |
7/16/2025 | Crowley Wealth Management Inc. | 256 | $128K | 0.1% | +22.5% | 0.000% | |
7/16/2025 | FCG Investment Co | 2,388 | $1.19M | 0.6% | -13.9% | 0.002% | |
7/16/2025 | Falcon Wealth Planning | 644 | $322K | 0.0% | -24.7% | 0.000% | |
7/16/2025 | Patron Partners LLC | 556 | $278K | 0.1% | -8.3% | 0.000% | |
7/16/2025 | A. D. Beadell Investment Counsel Inc. | 1,747 | $873K | 0.7% | +1.9% | 0.001% | |
7/16/2025 | American National Bank & Trust | 1,681 | $840K | 0.1% | -3.0% | 0.001% | |
7/16/2025 | Congress Asset Management Co. | 599 | $299K | 0.0% | -13.9% | 0.000% | |
7/16/2025 | Hartford Investment Management Co. | 8,162 | $4.08M | 0.1% | -1.7% | 0.006% | |
7/16/2025 | Brave Asset Management Inc. | 3,598 | $1.80M | 0.5% | -5.3% | 0.002% | |
7/16/2025 | Old North State Wealth Management LLC | 1,285 | $647K | 0.3% | +2.4% | 0.001% | |
7/16/2025 | Fortune Financial Advisors LLC | 4,886 | $2.44M | 2.0% | +1.6% | 0.003% | |
7/16/2025 | Dakota Wealth Management | 4,637 | $2.32M | 0.0% | +1.8% | 0.003% | |
7/16/2025 | Perigon Wealth Management LLC | 2,288 | $1.14M | 0.0% | -15.4% | 0.002% | |
7/15/2025 | Jeppson Wealth Management LLC | 2,543 | $1.27M | 0.4% | +6.5% | 0.002% | |
7/15/2025 | BigSur Wealth Management LLC | 900 | $450K | 0.1% | +50.0% | 0.001% | |
7/15/2025 | Level Financial Advisors | 783 | $391K | 0.1% | -2.9% | 0.001% | |
7/15/2025 | Beacon Investment Advisory Services Inc. | 16,105 | $8.05M | 0.4% | -2.5% | 0.011% | |
7/15/2025 | Mather Group LLC. | 1,318 | $659K | 0.0% | -3.1% | 0.001% | |
7/15/2025 | Public Employees Retirement System of Ohio | 55,311 | $27.65M | 0.1% | -1.5% | 0.038% | |
7/15/2025 | Alhambra Investment Management LLC | 1,269 | $634K | 0.3% | -3.7% | 0.001% | |
7/15/2025 | Ballentine Partners LLC | 1,582 | $791K | 0.0% | +13.3% | 0.001% | |
7/15/2025 | Cigna Investments Inc. New | 1,339 | $669K | 0.1% | -2.8% | 0.001% | |
7/15/2025 | Norden Group LLC | 716 | $358K | 0.0% | +36.9% | 0.000% | |
7/15/2025 | Accurate Wealth Management LLC | 663 | $341K | 0.1% | +15.7% | 0.000% | |
7/15/2025 | Maseco LLP | 209 | $104K | 0.0% | N/A | 0.000% | |
7/15/2025 | Fifth Third Bancorp | 18,942 | $9.47M | 0.0% | -8.7% | 0.013% | |
7/14/2025 | Hoey Investments Inc. | 853 | $426K | 0.1% | -3.5% | 0.001% | |
7/14/2025 | CHICAGO TRUST Co NA | 650 | $325K | 0.0% | N/A | 0.000% | |
7/14/2025 | Opal Wealth Advisors LLC | 701 | $350K | 0.1% | +10.2% | 0.000% | |
7/14/2025 | Gries Financial LLC | 4,338 | $2.17M | 0.4% | +1.4% | 0.003% | |
7/14/2025 | Golden State Equity Partners | 1,289 | $644K | 0.1% | +8.8% | 0.001% | |
7/14/2025 | AdvisorNet Financial Inc | 6,710 | $3.36M | 0.2% | +14.1% | 0.005% | |
7/14/2025 | CJM Wealth Advisers Ltd. | 900 | $450K | 0.1% | -10.0% | 0.001% | |
7/14/2025 | Mechanics Bank Trust Department | 2,155 | $1.08M | 0.2% | -6.3% | 0.001% | |
7/14/2025 | Kapitalo Investimentos Ltda | 33,700 | $16.85M | 3.7% | N/A | 0.023% | |
7/14/2025 | Salvus Wealth Management LLC | 1,329 | $664K | 0.4% | -1.5% | 0.001% | |
7/14/2025 | GAMMA Investing LLC | 3,471 | $1.74M | 0.1% | +16.9% | 0.002% | |
Altucher: Trump’s Great Gain is starting (Ad) New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun.
Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation. See Altucher’s Trump crypto prediction here |
7/14/2025 | Strategic Planning Group LLC | 10,084 | $5.04M | 0.8% | +4.1% | 0.007% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 2,882 | $1.44M | 0.0% | +120.3% | 0.002% | |
7/14/2025 | Whitener Capital Management Inc. | 1,032 | $516K | 0.1% | -7.8% | 0.001% | |
7/14/2025 | Park Avenue Securities LLC | 5,192 | $2.60M | 0.0% | +2.2% | 0.004% | |
7/14/2025 | Sowell Financial Services LLC | 722 | $361K | 0.0% | -13.8% | 0.001% | |
7/11/2025 | Annex Advisory Services LLC | 883 | $442K | 0.0% | -3.9% | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 3,550 | $1.78M | 0.0% | -1.3% | 0.002% | |
7/11/2025 | Busey Bank | 977 | $488K | 0.0% | +20.3% | 0.001% | |
7/11/2025 | Silver Oak Securities Incorporated | 519 | $260K | 0.0% | +14.8% | 0.000% | |
7/11/2025 | UMB Bank n.a. | 666 | $333K | 0.0% | +25.7% | 0.000% | |