5/20/2025 | Focus Partners Wealth | 24,923 | $202K | 0.0% | N/A | 0.000% | |
5/16/2025 | Everstar Asset Management LLC | 106,426 | $862K | 0.2% | +844.4% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 118,676 | $961K | 0.0% | -13.7% | 0.000% | |
5/15/2025 | Landscape Capital Management L.L.C. | 18,939 | $153K | 0.0% | -54.1% | 0.000% | |
5/14/2025 | Comerica Bank | 4,353 | $35K | 0.0% | +49.7% | 0.000% | |
5/13/2025 | Elequin Capital LP | 16,030 | $130K | 0.0% | +979.5% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 378,993 | $3.07M | 0.0% | +108.0% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 130,286 | $1.06M | 0.0% | -15.9% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 81,160 | $658K | 0.0% | +11.2% | 0.000% | |
5/9/2025 | Beta Wealth Group Inc. | 63,287 | $513K | 0.2% | -5.3% | 0.000% | |
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5/8/2025 | Helium Advisors LLC | 11,517 | $93K | 0.1% | N/A | 0.000% | |
5/7/2025 | Fiera Capital Corp | 360,890 | $2.92M | 0.0% | -5.8% | 0.000% | |
5/7/2025 | LPL Financial LLC | 197,238 | $1.60M | 0.0% | +159.6% | 0.000% | |
5/7/2025 | Cornerstone Advisory LLC | 225,186 | $1.74M | 0.2% | +20.0% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 249,267 | $2.02M | 0.0% | +14.2% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 253,326 | $2.05M | 0.0% | +16.3% | 0.000% | |
5/6/2025 | Wakefield Asset Management LLLP | 103,592 | $839K | 0.3% | +1.8% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 447,712 | $3.63M | 0.0% | +147.2% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 29,034 | $235K | 0.0% | -25.0% | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 101,875 | $825K | 0.1% | +4.6% | 0.000% | |
4/24/2025 | TPG Advisors LLC | 10,787 | $87K | 0.1% | N/A | 0.000% | |
4/22/2025 | Ellis Investment Partners LLC | 356,095 | $2.88M | 0.6% | +5.5% | 0.000% | |
4/17/2025 | Sound Income Strategies LLC | 4,853 | $39K | 0.0% | N/A | 0.000% | |
4/16/2025 | Allen Mooney & Barnes Investment Advisors LLC | 108,212 | $877K | 0.1% | +1.7% | 0.000% | |
4/16/2025 | Fortitude Family Office LLC | 21,100 | $171K | 0.1% | -7.3% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 10,971 | $89K | 0.1% | -15.4% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 189,335 | $1.53M | 0.0% | N/A | 0.000% | |
4/10/2025 | Wealth Alliance Advisory Group LLC | 37,400 | $303K | 0.1% | +19.1% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,455,959 | $11.79M | 0.5% | +18.2% | 0.000% | |
4/9/2025 | Selway Asset Management | 60,000 | $486K | 0.2% | +300.0% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 14,804 | $120K | 0.0% | +29.2% | 0.000% | |
4/9/2025 | Integrated Capital Management Inc. | 34,368 | $278K | 0.2% | N/A | 0.000% | |
2/18/2025 | Cornerstone Advisory LLC | 187,727 | $1.60M | 0.2% | +10.1% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 52,000 | $421K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 218,225 | $1.77M | 0.0% | -1.5% | 0.000% | |
2/17/2025 | Cahill Financial Advisors Inc. | 14,669 | $119K | 0.0% | N/A | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 14,133 | $114K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 100,308 | $811K | 0.0% | -4.6% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 22,147 | $179K | 0.0% | N/A | 0.000% | |
2/14/2025 | Lido Advisors LLC | 233,467 | $1.90M | 0.0% | -4.6% | 0.000% | |
Trump’s treachery (Ad) I think Trump’s Treasury Secretary is destroying the stock market on purpose.
And no one on Wall Street seems to understand why.
Like an addict who needs desperate help, Trump’s Treasury pick, Scott Bessent, is putting America through a “detox period” — and I think it’s going to be absolutely brutal for our economy.
Why’s he doing this? You may have already noticed the effect on your portfolio as markets have begun to bleed. |
2/14/2025 | Northern Trust Corp | 10,030 | $81K | 0.0% | -69.5% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 214,265 | $1.73M | 0.0% | -13.2% | 0.000% | |
2/14/2025 | OneDigital Investment Advisors LLC | 14,669 | $119K | 0.0% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 96,534 | $781K | 0.0% | +11.3% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 711,202 | $5.75M | 0.0% | +88.0% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 60,000 | $485K | 0.0% | -14.3% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 28,107 | $227K | 0.0% | -50.8% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 182,230 | $1.47M | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 181,091 | $1.47M | 0.0% | -40.6% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,058,647 | $8.56M | 0.0% | +12.2% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 41,242 | $334K | 0.0% | +120.7% | 0.000% | |
2/12/2025 | Orleans Capital Management Corp LA | 27,875 | $238K | 0.1% | -34.8% | 0.000% | |
2/12/2025 | Selway Asset Management | 15,000 | $121K | 0.0% | N/A | 0.000% | |
2/12/2025 | StoneX Group Inc. | 120,905 | $978K | 0.1% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 75,969 | $615K | 0.0% | +13.0% | 0.000% | |
2/10/2025 | Parallel Advisors LLC | 197,093 | $1.59M | 0.0% | +84.9% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 36,359 | $294K | 0.0% | +15.3% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 217,828 | $1.76M | 0.0% | +19.3% | 0.000% | |
2/10/2025 | Hollencrest Capital Management | 12,915 | $104K | 0.0% | -54.8% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 154,885 | $1.25M | 0.0% | -16.0% | 0.000% | |
2/7/2025 | Natural Investments LLC | 24,178 | $195K | 0.1% | N/A | 0.000% | |
2/7/2025 | Permanent Capital Management LP | 11,105 | $90K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 182,230 | $1.47M | 0.0% | N/A | 0.000% | |
2/6/2025 | NINE MASTS CAPITAL Ltd | 236,872 | $1.92M | 0.3% | +247.6% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 12,971 | $105K | 0.1% | N/A | 0.000% | |
2/5/2025 | Wakefield Asset Management LLLP | 101,718 | $823K | 0.3% | +3.7% | 0.000% | |
2/4/2025 | Bank of New York Mellon Corp | 38,734 | $313K | 0.0% | N/A | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 11,383 | $92K | 0.0% | N/A | 0.000% | |
1/31/2025 | Beta Wealth Group Inc. | 66,817 | $541K | 0.2% | -11.8% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 72,991 | $590K | 0.0% | +76.6% | 0.000% | |
1/30/2025 | Ellis Investment Partners LLC | 337,407 | $2.73M | 0.5% | -15.4% | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 301,028 | $2.44M | 0.0% | -4.7% | 0.000% | |
1/28/2025 | Kingsview Wealth Management LLC | 10,925 | $88K | 0.0% | N/A | 0.000% | |
1/17/2025 | Traynor Capital Management Inc. | 130,982 | $1.06M | 0.1% | -10.2% | 0.000% | |
1/16/2025 | Koshinski Asset Management Inc. | 97,395 | $788K | 0.0% | +3.6% | 0.000% | |
1/15/2025 | Wealth Alliance Advisory Group LLC | 31,400 | $254K | 0.1% | N/A | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 1,231,738 | $9.97M | 0.5% | +89.2% | 0.000% | |
1/14/2025 | Allen Mooney & Barnes Investment Advisors LLC | 106,447 | $861K | 0.1% | +1.7% | 0.000% | |
1/10/2025 | Fortitude Family Office LLC | 22,767 | $184K | 0.1% | -22.7% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 25,604 | $220K | 0.0% | -16.8% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 184,418 | $1.73M | 0.0% | -1.6% | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 18,400 | $173K | 0.0% | -17.1% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 57,177 | $537K | 0.0% | -9.7% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 23,325 | $219K | 0.0% | +55.0% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 18,685 | $175K | 0.0% | -76.6% | 0.000% | |
11/8/2024 | Commerce Bank | 13,891 | $130K | 0.0% | -17.0% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 374,718 | $3.52M | 0.0% | -2.4% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 315,741 | $2.84M | 0.0% | +9.0% | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 29,434 | $276K | 0.1% | N/A | 0.000% | |
10/25/2024 | Traynor Capital Management Inc. | 145,847 | $1.37M | 0.1% | +10.6% | 0.000% | |
Trump’s treachery (Ad) I think Trump’s Treasury Secretary is destroying the stock market on purpose.
And no one on Wall Street seems to understand why.
Like an addict who needs desperate help, Trump’s Treasury pick, Scott Bessent, is putting America through a “detox period” — and I think it’s going to be absolutely brutal for our economy.
Why’s he doing this? You may have already noticed the effect on your portfolio as markets have begun to bleed. |
10/24/2024 | Ellis Investment Partners LLC | 398,974 | $3.75M | 0.7% | -1.8% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 651,076 | $6.11M | 0.3% | +62.2% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 11,529 | $108K | 0.0% | +852.0% | 0.000% | |
10/21/2024 | Stewardship Advisors LLC | 11,000 | $103K | 0.0% | N/A | 0.000% | |
10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 40,000 | $376K | 0.0% | N/A | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 93,995 | $883K | 0.1% | +95.1% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,025 | $104K | 0.0% | -41.2% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 137,235 | $1.29M | 0.0% | -4.3% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 30,774 | $251K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 206,654 | $1.76M | 0.0% | +3.4% | 0.000% | |