7/25/2025 | Concurrent Investment Advisors LLC | 35,443 | $1.12M | 0.0% | +2.0% | 0.068% | |
7/23/2025 | Joel Isaacson & Co. LLC | 11,866 | $376K | 0.0% | -35.8% | 0.023% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,229 | $39K | 0.0% | N/A | 0.002% | |
7/17/2025 | Albion Financial Group UT | 31,602 | $1.00M | 0.1% | -1.4% | 0.061% | |
7/17/2025 | Uncommon Cents Investing LLC | 161,836 | $5.12M | 1.4% | -1.3% | 0.311% | |
7/16/2025 | Brown Lisle Cummings Inc. | 4,600 | $146K | 0.0% | -8.0% | 0.009% | |
7/14/2025 | Whitener Capital Management Inc. | 33,735 | $1.07M | 0.3% | -7.7% | 0.065% | |
7/10/2025 | Stolper Co | 58,389 | $1.85M | 0.6% | +5.5% | 0.112% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 126,281 | $4.05M | 0.0% | +1.8% | 0.243% | |
7/8/2025 | Bard Financial Services Inc. | 470,799 | $14.91M | 1.8% | +6.1% | 0.906% | |
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7/7/2025 | RB Capital Management LLC | 60,993 | $1.93M | 0.4% | -3.2% | 0.117% | |
5/16/2025 | Jones Financial Companies Lllp | 2,643 | $83K | 0.0% | +49.7% | 0.005% | |
5/16/2025 | Integrated Wealth Concepts LLC | 56,737 | $1.74M | 0.0% | -5.6% | 0.109% | |
5/16/2025 | Advisors Asset Management Inc. | 24,044 | $737K | 0.0% | N/A | 0.046% | |
5/15/2025 | EP Wealth Advisors LLC | 101,861 | $3.12M | 0.0% | -1.6% | 0.196% | |
5/15/2025 | Royal Bank of Canada | 56,484 | $1.73M | 0.0% | +30.9% | 0.109% | |
5/15/2025 | Landscape Capital Management L.L.C. | 48,546 | $1.49M | 0.1% | -23.9% | 0.093% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,206 | $98K | 0.0% | -10.4% | 0.006% | |
5/13/2025 | Raymond James Financial Inc. | 259,625 | $7.96M | 0.0% | -20.2% | 0.500% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 205,747 | $6.31M | 0.0% | -3.8% | 0.396% | |
5/12/2025 | Wolverine Asset Management LLC | 134,784 | $4.13M | 0.0% | +6.2% | 0.259% | |
5/9/2025 | Costello Asset Management INC | 1,575 | $48K | 0.0% | N/A | 0.003% | |
5/9/2025 | Shaker Financial Services LLC | 90,287 | $2.77M | 1.1% | -45.0% | 0.167% | |
5/8/2025 | TIAA Trust National Association | 10,763 | $330K | 0.0% | -9.5% | 0.020% | |
5/7/2025 | LPL Financial LLC | 47,985 | $1.47M | 0.0% | +10.4% | 0.089% | |
5/7/2025 | Cornerstone Advisory LLC | 132,096 | $3.97M | 0.5% | +2.3% | 0.245% | |
5/6/2025 | Cetera Investment Advisers | 26,149 | $802K | 0.0% | +2.6% | 0.048% | |
5/6/2025 | Readystate Asset Management LP | 11,064 | $339K | 0.0% | -5.1% | 0.021% | |
5/5/2025 | Transce3nd LLC | 1,925 | $59K | 0.0% | -36.4% | 0.004% | |
5/2/2025 | Apollon Wealth Management LLC | 9,502 | $291K | 0.0% | -7.3% | 0.018% | |
5/1/2025 | Platform Technology Partners | 61,500 | $1.89M | 0.5% | -36.9% | 0.114% | |
4/30/2025 | Allworth Financial LP | 16,448 | $481K | 0.0% | +5.5% | 0.031% | |
4/29/2025 | Concurrent Investment Advisors LLC | 34,764 | $1.07M | 0.0% | -41.9% | 0.064% | |
4/28/2025 | D.A. Davidson & CO. | 74,999 | $2.30M | 0.0% | -7.0% | 0.139% | |
4/25/2025 | Koshinski Asset Management Inc. | 12,510 | $384K | 0.0% | -6.8% | 0.023% | |
4/25/2025 | Altus Wealth Group LLC | 32,676 | $1.00M | 0.5% | -6.1% | 0.061% | |
4/25/2025 | Albion Financial Group UT | 32,056 | $983K | 0.1% | -1.4% | 0.059% | |
4/25/2025 | Joel Isaacson & Co. LLC | 18,481 | $567K | 0.0% | N/A | 0.034% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 276,551 | $8.48M | 0.0% | +1.3% | 0.513% | |
4/23/2025 | Uncommon Cents Investing LLC | 163,916 | $5.03M | 1.5% | -1.8% | 0.304% | |
Altucher: Turn $900 into $108,000 in just 12 months? (Ad) Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve.
James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation. See Altucher’s Great Gain gameplan here |
4/23/2025 | Oppenheimer & Co. Inc. | 9,788 | $300K | 0.0% | +26.4% | 0.018% | |
4/22/2025 | Brown Lisle Cummings Inc. | 5,000 | $153K | 0.0% | -16.7% | 0.009% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 51,617 | $1.58M | 0.0% | -2.2% | 0.096% | |
4/18/2025 | Bfsg LLC | 3,406 | $104K | 0.0% | N/A | 0.006% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 124,064 | $3.81M | 0.0% | -3.6% | 0.230% | |
4/15/2025 | Fifth Third Bancorp | 1,401 | $43K | 0.0% | -31.7% | 0.003% | |
4/15/2025 | Bard Financial Services Inc. | 443,834 | $13.61M | 1.7% | -4.6% | 0.823% | |
4/14/2025 | Priebe Wealth Holdings LLC | 9,126 | $280K | 0.2% | -12.3% | 0.017% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 94,859 | $2.91M | 0.1% | -2.8% | 0.176% | |
3/24/2025 | Mascagni Wealth Management Inc. | 6,685 | $212K | 0.2% | N/A | 0.012% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 128,651 | $4.08M | 0.0% | +2.8% | 0.239% | |
2/18/2025 | Cornerstone Advisory LLC | 129,095 | $4.21M | 0.5% | N/A | 0.239% | |
2/18/2025 | RB Capital Management LLC | 63,187 | $2.00M | 0.5% | +7.2% | 0.117% | |
2/17/2025 | Waverly Advisors LLC | 11,278 | $357K | 0.0% | N/A | 0.021% | |
2/17/2025 | NorthRock Partners LLC | 11,156 | $354K | 0.0% | +66.8% | 0.021% | |
2/17/2025 | Cetera Investment Advisers | 25,483 | $808K | 0.0% | +22.7% | 0.047% | |
2/17/2025 | Bank of America Corp DE | 46,149 | $1.46M | 0.0% | +5.6% | 0.086% | |
2/17/2025 | Ameriprise Financial Inc. | 11,849 | $375K | 0.0% | +3.5% | 0.022% | |
2/14/2025 | AQR Arbitrage LLC | 32,920 | $1.04M | 0.0% | -41.4% | 0.061% | |
2/14/2025 | Comerica Bank | 2,551 | $81K | 0.0% | +103.9% | 0.005% | |
2/14/2025 | Northern Trust Corp | 10,823 | $343K | 0.0% | -59.4% | 0.020% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 213,843 | $6.78M | 0.0% | -5.4% | 0.397% | |
2/14/2025 | Integrated Wealth Concepts LLC | 60,087 | $1.90M | 0.0% | -6.3% | 0.111% | |
2/14/2025 | Stifel Financial Corp | 95,546 | $3.03M | 0.0% | +0.9% | 0.177% | |
2/14/2025 | Shaker Financial Services LLC | 164,067 | $5.20M | 2.0% | +1.9% | 0.304% | |
2/14/2025 | Transce3nd LLC | 3,025 | $96K | 0.0% | N/A | 0.006% | |
2/14/2025 | First Trust Advisors LP | 56,749 | $1.80M | 0.0% | +4.7% | 0.105% | |
2/13/2025 | MSH Capital Advisors LLC | 10,970 | $348K | 0.1% | N/A | 0.020% | |
2/13/2025 | Twin Focus Capital Partners LLC | 11,611 | $368K | 0.1% | +5.6% | 0.022% | |
2/13/2025 | Anchor Investment Management LLC | 2,000 | $63K | 0.0% | N/A | 0.004% | |
2/13/2025 | Mariner LLC | 81,564 | $2.59M | 0.0% | +7.2% | 0.151% | |
2/13/2025 | Bessemer Group Inc. | 2,956 | $94K | 0.0% | -53.1% | 0.005% | |
2/13/2025 | Wells Fargo & Company MN | 252,029 | $7.99M | 0.0% | -0.5% | 0.467% | |
2/12/2025 | Landscape Capital Management L.L.C. | 63,788 | $2.02M | 0.2% | -25.0% | 0.118% | |
2/12/2025 | Level Four Advisory Services LLC | 8,177 | $259K | 0.0% | N/A | 0.015% | |
2/12/2025 | JPMorgan Chase & Co. | 18,048 | $572K | 0.0% | +37.1% | 0.033% | |
2/12/2025 | Heritage Wealth Advisors | 19,028 | $603K | 0.0% | -5.7% | 0.035% | |
2/11/2025 | TIAA Trust National Association | 11,899 | $377K | 0.0% | N/A | 0.022% | |
2/11/2025 | CoreFirst Bank & Trust | 1,100 | $35K | 0.0% | N/A | 0.002% | |
2/11/2025 | LPL Financial LLC | 43,462 | $1.38M | 0.0% | -2.8% | 0.081% | |
2/11/2025 | 1620 Investment Advisors Inc. | 89,044 | $2.82M | 2.1% | +0.7% | 0.165% | |
2/10/2025 | Thrivent Financial for Lutherans | 51,675 | $1.71M | 0.0% | -7.9% | 0.096% | |
2/10/2025 | Altus Wealth Group LLC | 34,802 | $1.10M | 0.5% | -1.2% | 0.065% | |
2/10/2025 | Corient Private Wealth LLC | 12,724 | $403K | 0.0% | -2.9% | 0.024% | |
2/10/2025 | Commonwealth Equity Services LLC | 58,389 | $1.85M | 0.0% | +4.2% | 0.108% | |
2/7/2025 | HighTower Advisors LLC | 28,454 | $902K | 0.0% | +4.3% | 0.053% | |
2/7/2025 | Cornerstone Advisors LLC | 55,242 | $1.75M | 0.1% | -55.1% | 0.102% | |
2/7/2025 | Johnson Investment Counsel Inc. | 17,430 | $552K | 0.0% | +3.6% | 0.032% | |
2/7/2025 | Tower Wealth Partners Inc. | 13,731 | $435K | 0.2% | +7.0% | 0.025% | |
2/7/2025 | PNC Financial Services Group Inc. | 7,848 | $249K | 0.0% | +115.7% | 0.015% | |
Altucher: Turn $900 into $108,000 in just 12 months? (Ad) Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve.
James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation. See Altucher’s Great Gain gameplan here |
2/7/2025 | Mesirow Financial Investment Management Inc. | 12,188 | $386K | 0.0% | N/A | 0.023% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 411,731 | $13.05M | 2.5% | -0.2% | 0.764% | |
2/6/2025 | Raymond James Financial Inc. | 325,495 | $10.32M | 0.0% | N/A | 0.604% | |
2/3/2025 | Wolverine Asset Management LLC | 126,932 | $4.02M | 0.0% | +5.2% | 0.235% | |
2/3/2025 | Concurrent Investment Advisors LLC | 59,871 | $1.90M | 0.1% | +95.3% | 0.111% | |
1/31/2025 | D.A. Davidson & CO. | 80,628 | $2.56M | 0.0% | -0.9% | 0.150% | |
1/31/2025 | Sanctuary Advisors LLC | 68,080 | $2.22M | 0.0% | +8.1% | 0.126% | |
1/30/2025 | Sheaff Brock Investment Advisors LLC | 12,209 | $387K | 0.0% | +8.8% | 0.023% | |
1/30/2025 | Allworth Financial LP | 15,585 | $509K | 0.0% | +3.1% | 0.029% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 12,097 | $383K | 0.0% | +4.9% | 0.022% | |