8/13/2025 | Northwestern Mutual Wealth Management Co. | 7,835 | $305K | 0.0% | +3.3% | 0.085% | |
8/12/2025 | Charles Schwab Investment Management Inc. | 2,613,037 | $101.69M | 0.0% | -52.6% | 28.403% | |
8/12/2025 | AlphaCore Capital LLC | 17,176 | $668K | 0.0% | +5,722.4% | 0.187% | |
8/12/2025 | MAI Capital Management | 2,568 | $100K | 0.0% | -47.3% | 0.028% | |
8/12/2025 | JPMorgan Chase & Co. | 687 | $27K | 0.0% | -86.0% | 0.007% | |
8/11/2025 | Bell Investment Advisors Inc | 2,323 | $90K | 0.0% | +69.8% | 0.025% | |
8/8/2025 | Creative Planning | 27,747 | $1.08M | 0.0% | -10.4% | 0.302% | |
8/8/2025 | L & S Advisors Inc | 27,977 | $1.09M | 0.1% | +10.2% | 0.304% | |
8/5/2025 | Beckerman Institutional LLC | 19,476 | $758K | 0.5% | -3.3% | 0.212% | |
8/5/2025 | Access Investment Management LLC | 4,675 | $182K | 0.1% | N/A | 0.051% | |
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8/5/2025 | Bank of Montreal Can | 3,533 | $137K | 0.0% | -78.9% | 0.038% | |
8/1/2025 | Envestnet Asset Management Inc. | 15,346 | $597K | 0.0% | -9.5% | 0.167% | |
7/30/2025 | Studio Investment Management LLC | 32,575 | $1.27M | 0.3% | -1.7% | 0.354% | |
7/28/2025 | Cutler Investment Counsel LLC | 115,253 | $4.49M | 0.5% | -15.3% | 1.253% | |
7/24/2025 | Williams & Novak LLC | 13,090 | $509K | 0.4% | -8.6% | 0.142% | |
7/24/2025 | JFS Wealth Advisors LLC | 8,752 | $341K | 0.0% | -3.1% | 0.095% | |
7/24/2025 | IFP Advisors Inc | 3,963 | $154K | 0.0% | +19.8% | 0.043% | |
7/21/2025 | Ameritas Advisory Services LLC | 693 | $27K | 0.0% | N/A | 0.008% | |
7/17/2025 | KWB Wealth | 51,289 | $2.00M | 0.2% | -9.1% | 0.557% | |
7/17/2025 | Charles Schwab Trust Co | 30,654 | $1.19M | 0.1% | -3.3% | 0.333% | |
7/15/2025 | Droms Strauss Advisors Inc. MO ADV | 108,654 | $4.23M | 1.3% | -1.5% | 1.181% | |
6/2/2025 | Modern Wealth Management LLC | 44,988 | $1.51M | 0.0% | N/A | 0.474% | |
5/20/2025 | Focus Partners Wealth | 13,177 | $441K | 0.0% | +2.6% | 0.142% | |
5/19/2025 | Jane Street Group LLC | 31,691 | $1.06M | 0.0% | +72.4% | 0.341% | |
5/16/2025 | Jones Financial Companies Lllp | 33,552 | $1.12M | 0.0% | +1,002.2% | 0.361% | |
5/15/2025 | Royal Bank of Canada | 45,158 | $1.51M | 0.0% | +26.1% | 0.486% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,585 | $254K | 0.0% | +26.8% | 0.082% | |
5/14/2025 | Flow Traders U.S. LLC | 56,879 | $1.90M | 0.1% | N/A | 0.612% | |
5/14/2025 | Sensible Money LLC | 12,217 | $409K | 0.2% | -2.3% | 0.131% | |
5/13/2025 | HighTower Advisors LLC | 187,329 | $6.27M | 0.0% | -1.7% | 2.014% | |
5/12/2025 | Invesco Ltd. | 461,670 | $15.46M | 0.0% | -8.2% | 4.964% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 5,510,044 | $184.46M | 0.0% | -4.3% | 59.248% | |
5/9/2025 | Wade Financial Advisory Inc | 45,889 | $1.54M | 0.5% | -3.8% | 0.493% | |
5/9/2025 | L & S Advisors Inc | 25,392 | $850K | 0.1% | +4.0% | 0.273% | |
5/8/2025 | Cutler Investment Counsel LLC | 136,003 | $4.55M | 0.5% | -30.8% | 1.462% | |
5/6/2025 | Opes Wealth Management LLC | 199,681 | $6.69M | 1.3% | -2.0% | 1.692% | |
5/5/2025 | IFP Advisors Inc | 3,308 | $111K | 0.0% | +6,261.5% | 0.028% | |
5/5/2025 | Beckerman Institutional LLC | 20,147 | $674K | 0.5% | +7.3% | 0.171% | |
5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 110,364 | $3.70M | 1.3% | -3.4% | 0.935% | |
5/1/2025 | Westmount Partners LLC | 11,296 | $378K | 0.1% | N/A | 0.096% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
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4/30/2025 | Cerity Partners LLC | 7,724 | $259K | 0.0% | -13.0% | 0.065% | |
4/29/2025 | Envestnet Asset Management Inc. | 16,954 | $568K | 0.0% | -2.7% | 0.144% | |
4/22/2025 | JFS Wealth Advisors LLC | 9,036 | $302K | 0.0% | -11.2% | 0.077% | |
4/10/2025 | Charles Schwab Trust Co | 31,712 | $1.06M | 0.1% | -1.3% | 0.269% | |
4/10/2025 | KWB Wealth | 56,415 | $1.78M | 0.2% | -10.4% | 0.478% | |
2/17/2025 | Studio Investment Management LLC | 33,862 | $1.07M | 0.2% | +2.4% | 0.218% | |
2/17/2025 | Focus Partners Wealth | 12,839 | $406K | 0.0% | N/A | 0.083% | |
2/17/2025 | EP Wealth Advisors LLC | 6,021 | $190K | 0.0% | N/A | 0.039% | |
2/17/2025 | Captrust Financial Advisors | 96,607 | $3.06M | 0.0% | -0.4% | 0.621% | |
2/17/2025 | Bank of America Corp DE | 17,092 | $540K | 0.0% | +39.4% | 0.110% | |
2/17/2025 | Ameriprise Financial Inc. | 92,649 | $2.93M | 0.0% | +4.9% | 0.596% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 18,875 | $597K | 0.0% | -3.2% | 0.121% | |
2/14/2025 | Jane Street Group LLC | 18,386 | $581K | 0.0% | -92.9% | 0.118% | |
2/14/2025 | Susquehanna International Group LLP | 77,067 | $2.44M | 0.0% | -71.6% | 0.496% | |
2/13/2025 | Bessemer Group Inc. | 1,468 | $46K | 0.0% | N/A | 0.009% | |
2/13/2025 | Raymond James Financial Inc. | 7,482 | $237K | 0.0% | N/A | 0.048% | |
2/13/2025 | Invesco Ltd. | 502,933 | $15.90M | 0.0% | +107.8% | 3.234% | |
2/13/2025 | Bank of Montreal Can | 16,363 | $517K | 0.0% | -73.7% | 0.105% | |
2/13/2025 | Cerity Partners LLC | 8,874 | $281K | 0.0% | -9.3% | 0.057% | |
2/13/2025 | Envestnet Asset Management Inc. | 17,416 | $551K | 0.0% | +2.5% | 0.112% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,320 | $42K | 0.0% | -58.5% | 0.008% | |
2/12/2025 | L & S Advisors Inc | 24,409 | $772K | 0.1% | +3.7% | 0.157% | |
2/11/2025 | LPL Financial LLC | 15,239 | $482K | 0.0% | -10.2% | 0.098% | |
2/10/2025 | Commonwealth Equity Services LLC | 32,253 | $1.02M | 0.0% | +3.5% | 0.207% | |
2/7/2025 | HighTower Advisors LLC | 190,594 | $6.03M | 0.0% | -0.5% | 1.226% | |
2/6/2025 | Raymond James Financial Inc. | 7,482 | $237K | 0.0% | N/A | 0.048% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 5,756,036 | $182.01M | 0.0% | -4.7% | 37.016% | |
2/6/2025 | Jones Financial Companies Lllp | 3,044 | $96K | 0.0% | +71.5% | 0.020% | |
1/31/2025 | Droms Strauss Advisors Inc. MO ADV | 114,232 | $3.61M | 1.2% | +0.9% | 0.735% | |
1/31/2025 | Cutler Investment Counsel LLC | 196,659 | $6.22M | 0.8% | -17.7% | 1.265% | |
1/30/2025 | Opes Wealth Management LLC | 203,816 | $6.45M | 1.3% | +0.7% | 1.311% | |
1/30/2025 | Allworth Financial LP | 3,606 | $117K | 0.0% | -18.7% | 0.023% | |
1/23/2025 | Wade Financial Advisory Inc | 47,713 | $1.51M | 0.5% | +1.7% | 0.307% | |
1/23/2025 | Asset Dedication LLC | 15,196 | $480K | 0.0% | -5.5% | 0.098% | |
1/16/2025 | Charles Schwab Trust Co | 32,115 | $1.02M | 0.1% | -1.7% | 0.207% | |
1/14/2025 | KWB Wealth | 62,980 | $1.99M | 0.2% | +1.3% | 0.405% | |
11/15/2024 | Jane Street Group LLC | 258,327 | $9.08M | 0.0% | +142.0% | 1.661% | |
11/15/2024 | HighTower Advisors LLC | 191,643 | $6.73M | 0.0% | +0.5% | 1.232% | |
11/14/2024 | Flow Traders U.S. LLC | 54,250 | $1.91M | 0.1% | -58.9% | 0.349% | |
11/14/2024 | Captrust Financial Advisors | 97,010 | $3.41M | 0.0% | -16.4% | 0.624% | |
11/13/2024 | FMR LLC | 7,315 | $257K | 0.0% | +18.6% | 0.047% | |
11/13/2024 | Bank of Montreal Can | 62,221 | $2.19M | 0.0% | +62.7% | 0.400% | |
11/12/2024 | Studio Investment Management LLC | 33,084 | $1.16M | 0.2% | +6.5% | 0.213% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 6,038,612 | $212.26M | 0.0% | -28.5% | 38.834% | |
11/12/2024 | L & S Advisors Inc | 23,528 | $827K | 0.1% | -2.5% | 0.151% | |
11/6/2024 | Cutler Investment Counsel LLC | 238,904 | $8.40M | 1.1% | -25.5% | 1.536% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,951 | $69K | 0.0% | +19.4% | 0.013% | |
11/1/2024 | Klingman & Associates LLC | 23,721 | $834K | 0.1% | -2.4% | 0.153% | |
11/1/2024 | Beckerman Institutional LLC | 18,987 | $667K | 0.6% | N/A | 0.122% | |
10/31/2024 | Droms Strauss Advisors Inc. MO ADV | 113,223 | $3.98M | 1.4% | +1.0% | 0.728% | |
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10/29/2024 | Opes Wealth Management LLC | 202,424 | $7.12M | 1.4% | -0.7% | 1.302% | |
10/28/2024 | Wade Financial Advisory Inc | 46,928 | $1.65M | 0.6% | -2.7% | 0.302% | |
10/28/2024 | US Bancorp DE | 1,371 | $48K | 0.0% | N/A | 0.009% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,263 | $255K | 0.0% | +13.4% | 0.047% | |
10/23/2024 | Allworth Financial LP | 4,438 | $156K | 0.0% | -36.1% | 0.029% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,804 | $485K | 0.0% | +21.5% | 0.089% | |
10/16/2024 | Sensible Money LLC | 12,499 | $439K | 0.2% | -26.6% | 0.080% | |
10/16/2024 | Asset Dedication LLC | 16,080 | $565K | 0.0% | -23.7% | 0.103% | |
10/11/2024 | Creative Planning | 36,201 | $1.27M | 0.0% | +33.7% | 0.233% | |
10/8/2024 | Williams & Novak LLC | 13,560 | $477K | 0.4% | -30.0% | 0.087% | |