5/15/2025 | Royal Bank of Canada | 32,568 | $389K | 0.0% | -2.7% | 0.182% | |
5/12/2025 | Virtu Financial LLC | 14,238 | $170K | 0.0% | N/A | 0.079% | |
5/9/2025 | Atria Wealth Solutions Inc. | 21,428 | $256K | 0.0% | -6.6% | 0.119% | |
5/7/2025 | Fiera Capital Corp | 161,786 | $1.93M | 0.0% | -8.9% | 0.902% | |
5/7/2025 | Cornerstone Advisory LLC | 15,000 | $169K | 0.0% | +50.0% | 0.084% | |
5/5/2025 | Private Advisor Group LLC | 28,212 | $337K | 0.0% | -11.6% | 0.157% | |
4/29/2025 | Envestnet Asset Management Inc. | 35,242 | $421K | 0.0% | +214.8% | 0.197% | |
4/29/2025 | Burke & Herbert Bank & Trust Co. | 10,400 | $124K | 0.0% | N/A | 0.058% | |
4/28/2025 | DAVENPORT & Co LLC | 233,306 | $2.79M | 0.0% | +3.8% | 1.301% | |
4/23/2025 | Bessemer Group Inc. | 9,622 | $115K | 0.0% | N/A | 0.054% | |
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4/23/2025 | Spire Wealth Management | 10,007 | $119K | 0.0% | +42.8% | 0.056% | |
4/22/2025 | XML Financial LLC | 15,350 | $183K | 0.0% | -33.1% | 0.086% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 120,264 | $1.44M | 0.0% | +32.7% | 0.671% | |
4/17/2025 | Janney Montgomery Scott LLC | 45,252 | $540K | 0.0% | -2.9% | 0.252% | |
4/11/2025 | Northwest Financial Advisors | 41,458 | $495K | 0.4% | -17.6% | 0.231% | |
2/18/2025 | Elequin Capital LP | 2,564 | $32K | 0.0% | N/A | 0.014% | |
2/17/2025 | Cary Street Partners Financial LLC | 16,378 | $207K | 0.0% | N/A | 0.091% | |
2/17/2025 | Bank of America Corp DE | 106,122 | $1.34M | 0.0% | -5.1% | 0.592% | |
2/14/2025 | AQR Arbitrage LLC | 19,346 | $245K | 0.0% | -61.4% | 0.108% | |
2/13/2025 | Raymond James Financial Inc. | 81,912 | $1.04M | 0.0% | N/A | 0.457% | |
2/13/2025 | Envestnet Asset Management Inc. | 11,196 | $142K | 0.0% | -56.2% | 0.062% | |
2/13/2025 | Wells Fargo & Company MN | 221,615 | $2.80M | 0.0% | +17.3% | 1.236% | |
2/11/2025 | Sandy Spring Bank | 10,000 | $126K | 0.0% | -33.3% | 0.056% | |
2/6/2025 | Raymond James Financial Inc. | 81,912 | $1.04M | 0.0% | N/A | 0.457% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 9,568 | $121K | 0.0% | -34.3% | 0.053% | |
2/3/2025 | Private Advisor Group LLC | 31,916 | $404K | 0.0% | -9.4% | 0.178% | |
1/31/2025 | Atria Wealth Solutions Inc. | 22,951 | $290K | 0.0% | +10.6% | 0.128% | |
1/31/2025 | Truist Financial Corp | 24,611 | $311K | 0.0% | -43.8% | 0.137% | |
1/24/2025 | DAVENPORT & Co LLC | 224,754 | $2.84M | 0.0% | +12.1% | 1.254% | |
1/17/2025 | Janney Montgomery Scott LLC | 46,594 | $589K | 0.0% | +34.9% | 0.000% | |
1/17/2025 | XML Financial LLC | 22,946 | $290K | 0.0% | +49.5% | 0.000% | |
1/16/2025 | Harbor Investment Advisory LLC | 3,413 | $43K | 0.0% | -61.1% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 179,092 | $2.33M | 0.0% | -6.2% | 0.999% | |
10/22/2024 | Private Advisor Group LLC | 35,235 | $459K | 0.0% | -13.4% | 0.197% | |
8/21/2024 | Truist Financial Corp | 47,216 | $543K | 0.0% | -20.2% | 0.263% | |
8/15/2024 | Logan Stone Capital LLC | 48,878 | $562K | 0.1% | -41.6% | 0.273% | |
8/1/2024 | Fiera Capital Corp | 190,974 | $2.20M | 0.0% | -33.2% | 1.065% | |
7/31/2024 | Canal Capital Management LLC | 20,792 | $239K | 0.0% | N/A | 0.116% | |
7/25/2024 | Atlantic Union Bankshares Corp | 46,002 | $529K | 0.0% | N/A | 0.257% | |
5/1/2024 | Janney Montgomery Scott LLC | 38,805 | $430K | 0.0% | -5.9% | 0.217% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
5/1/2024 | Private Advisor Group LLC | 39,603 | $438K | 0.0% | +5.9% | 0.221% | |
4/19/2024 | American National Bank & Trust Co. VA | 46,002 | $509K | 0.1% | N/A | 0.257% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 30,969 | $343K | 0.0% | N/A | 0.173% | |
4/12/2024 | Harbor Investment Advisory LLC | 8,428 | $93K | 0.0% | -28.1% | 0.047% | |
2/13/2024 | Cornerstone Advisory LLC | 10,000 | $108K | 0.0% | -48.0% | 0.056% | |
2/12/2024 | RPO LLC | 33,055 | $356K | 0.5% | -22.6% | 0.184% | |
2/8/2024 | Robinson Capital Management LLC | 161,056 | $1.73M | 0.6% | +62.7% | 0.899% | |
2/8/2024 | Matisse Capital | 150,143 | $1.62M | 0.9% | N/A | 0.838% | |
2/8/2024 | Fiera Capital Corp | 359,533 | $3.88M | 0.0% | N/A | 2.006% | |
2/8/2024 | Janney Montgomery Scott LLC | 41,250 | $445K | 0.0% | -13.0% | 0.230% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 16,878 | $182K | 0.0% | -53.2% | 0.094% | |
2/7/2024 | Northwest Financial Advisors | 28,790 | $310K | 0.3% | N/A | 0.161% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 24,427 | $263K | 0.1% | -32.3% | 0.136% | |
2/2/2024 | Truist Financial Corp | 56,364 | $608K | 0.0% | +4.8% | 0.315% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,016 | $216K | 0.0% | +10.0% | 0.112% | |
2/1/2024 | Wolverine Asset Management LLC | 23,451 | $253K | 0.0% | -79.0% | 0.131% | |
2/1/2024 | Capital Investment Advisory Services LLC | 19,528 | $211K | 0.0% | -11.4% | 0.109% | |
1/24/2024 | Smith Salley & Associates | 46,002 | $496K | 0.0% | N/A | 0.257% | |
1/23/2024 | DAVENPORT & Co LLC | 171,872 | $1.85M | 0.0% | +10.8% | 0.959% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,547 | $135K | 0.0% | -31.2% | 0.070% | |
1/16/2024 | Raymond James & Associates | 38,301 | $413K | 0.0% | +9.4% | 0.214% | |
11/14/2023 | AQR Arbitrage LLC | 61,750 | $587K | 0.0% | N/A | 0.345% | |
11/14/2023 | Robinson Capital Management LLC | 98,974 | $931K | 0.4% | N/A | 0.552% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 36,078 | $343K | 0.0% | -8.4% | 0.201% | |
11/13/2023 | Wolverine Asset Management LLC | 111,528 | $1.06M | 0.0% | +16.4% | 0.622% | |
11/8/2023 | Atria Wealth Solutions Inc. | 18,204 | $173K | 0.0% | +6.1% | 0.102% | |
11/6/2023 | RPO LLC | 42,685 | $406K | 0.5% | N/A | 0.238% | |
11/3/2023 | Private Advisor Group LLC | 36,640 | $348K | 0.0% | +7.0% | 0.204% | |
11/2/2023 | Capital Investment Advisory Services LLC | 22,038 | $209K | 0.0% | -11.9% | 0.123% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 47,947 | $455K | 0.0% | +24.6% | 0.268% | |
10/23/2023 | Suncoast Equity Management | 19,829 | $188K | 0.0% | -13.3% | 0.111% | |
10/17/2023 | DAVENPORT & Co LLC | 155,182 | $1.47M | 0.0% | +7.1% | 0.866% | |
10/13/2023 | Harbor Investment Advisory LLC | 11,688 | $111K | 0.0% | -21.5% | 0.065% | |
8/11/2023 | Landscape Capital Management L.L.C. | 16,057 | $173K | 0.0% | N/A | 0.090% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 39,400 | $425K | 0.0% | -38.5% | 0.220% | |
8/9/2023 | Coastal Investment Advisors Inc. | 47,969 | $518K | 0.1% | -10.3% | 0.268% | |
8/7/2023 | Wolverine Asset Management LLC | 95,781 | $1.03M | 0.0% | +77.9% | 0.534% | |
8/3/2023 | AMG National Trust Bank | 12,612 | $136K | 0.0% | -37.6% | 0.070% | |
8/1/2023 | Truist Financial Corp | 52,508 | $567K | 0.0% | +9.8% | 0.293% | |
7/26/2023 | Janney Montgomery Scott LLC | 47,111 | $508K | 0.0% | +27.0% | 0.263% | |
7/25/2023 | Raymond James & Associates | 35,501 | $383K | 0.0% | -9.2% | 0.198% | |
7/21/2023 | Ackerman Capital Advisors LLC | 25,658 | $277K | 0.1% | N/A | 0.143% | |
7/20/2023 | DAVENPORT & Co LLC | 144,925 | $1.56M | 0.0% | -4.2% | 0.809% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 38,466 | $415K | 0.0% | -13.4% | 0.215% | |
5/10/2023 | Private Advisor Group LLC | 34,725 | $396K | 0.0% | N/A | 0.194% | |
5/10/2023 | AMG National Trust Bank | 20,212 | $230K | 0.0% | +60.3% | 0.113% | |
5/10/2023 | Dudley Capital Management LLC | 15,000 | $171K | 0.1% | +7.1% | 0.084% | |
5/8/2023 | Wolverine Asset Management LLC | 53,834 | $614K | 0.0% | +93.4% | 0.300% | |
5/5/2023 | Sandy Spring Bank | 15,000 | $171K | 0.0% | -6.3% | 0.084% | |
5/5/2023 | Truist Financial Corp | 47,801 | $545K | 0.0% | -18.6% | 0.267% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
5/5/2023 | Coastal Investment Advisors Inc. | 53,503 | $610K | 0.1% | +6.3% | 0.299% | |
5/4/2023 | Cornerstone Advisory LLC | 19,214 | $219K | 0.0% | -17.2% | 0.107% | |
4/28/2023 | Ameritas Advisory Services LLC | 6,500 | $74K | 0.0% | -50.0% | 0.036% | |
4/28/2023 | Janney Montgomery Scott LLC | 37,088 | $423K | 0.0% | +26.8% | 0.207% | |
4/27/2023 | DAVENPORT & Co LLC | 151,265 | $1.72M | 0.0% | -0.7% | 0.844% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 18,248 | $208K | 0.0% | -34.4% | 0.102% | |
2/10/2023 | Ameritas Advisory Services LLC | 13,000 | $145K | 0.0% | N/A | 0.073% | |
2/10/2023 | Coastal Investment Advisors Inc. | 50,339 | $562K | 0.1% | -20.4% | 0.281% | |
2/10/2023 | XML Financial LLC | 11,812 | $132K | 0.0% | -18.9% | 0.066% | |
2/9/2023 | Landscape Capital Management L.L.C. | 12,966 | $145K | 0.0% | N/A | 0.072% | |