5/21/2025 | Beacon Capital Management Inc. | 31,000 | $807K | 0.0% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,398 | $61K | 0.0% | +20.0% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 28,174 | $720K | 0.0% | +202.9% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 29,576 | $756K | 0.0% | -25.2% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 105,931 | $2.71M | 2.5% | N/A | 0.000% | |
5/16/2025 | Everstar Asset Management LLC | 4,395 | $112K | 0.0% | N/A | 0.000% | |
5/16/2025 | Cape Investment Advisory Inc. | 3,852 | $98K | 0.0% | N/A | 0.000% | |
5/16/2025 | National Wealth Management Group LLC | 9,589 | $245K | 0.2% | +6.1% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 78,378 | $2.00M | 0.0% | -4.8% | 0.000% | |
5/15/2025 | EP Wealth Advisors LLC | 8,173 | $209K | 0.0% | -39.5% | 0.000% | |
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5/15/2025 | Royal Bank of Canada | 943,457 | $24.11M | 0.0% | +8.0% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 16,996 | $434K | 0.0% | +40.3% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 24,521 | $627K | 0.3% | +4.3% | 0.000% | |
5/14/2025 | WealthTrust Axiom LLC | 10,052 | $257K | 0.1% | +11.0% | 0.000% | |
5/14/2025 | Comerica Bank | 8,352 | $213K | 0.0% | +14.7% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,678 | $222K | 0.0% | +25.3% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 75,892 | $1.94M | 0.0% | -4.3% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 808,532 | $20.66M | 0.0% | +0.3% | 0.000% | |
5/13/2025 | Rathbones Group PLC | 127,653 | $3.26M | 0.0% | -4.2% | 0.000% | |
5/12/2025 | Invesco Ltd. | 9,647 | $246K | 0.0% | N/A | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 51,215 | $1.31M | 0.0% | -6.0% | 0.000% | |
5/12/2025 | Zions Bancorporation National Association UT | 6,000 | $153K | 0.0% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 28,065 | $717K | 0.1% | N/A | 0.000% | |
5/9/2025 | MGB Wealth Management LLC | 42,364 | $1.05M | 0.4% | +104.9% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 49,022 | $1.25M | 0.0% | -30.8% | 0.000% | |
5/9/2025 | Costello Asset Management INC | 1,654 | $42K | 0.0% | N/A | 0.000% | |
5/9/2025 | Cary Street Partners Financial LLC | 18,753 | $479K | 0.0% | -5.1% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 25,599 | $654K | 0.0% | -13.5% | 0.000% | |
5/8/2025 | Certified Advisory Corp | 32,629 | $834K | 0.1% | -4.2% | 0.000% | |
5/8/2025 | US Bancorp DE | 6,330 | $162K | 0.0% | +45.4% | 0.000% | |
5/8/2025 | Ackerman Asset Management LLC | 9,500 | $243K | 0.2% | N/A | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 36,855 | $942K | 0.0% | +49.4% | 0.000% | |
5/8/2025 | Walled Lake Planning & Wealth Management LLC | 8,250 | $211K | 0.1% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 566,245 | $14.47M | 0.0% | +6.0% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 178,911 | $4.57M | 0.0% | -8.5% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 11,168 | $285K | 0.0% | -44.3% | 0.000% | |
5/6/2025 | Advisor OS LLC | 8,048 | $206K | 0.0% | N/A | 0.000% | |
5/6/2025 | Kovack Advisors Inc. | 7,851 | $201K | 0.0% | N/A | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 73,217 | $1.87M | 0.1% | +9.1% | 0.000% | |
5/6/2025 | Triumph Capital Management | 25,636 | $655K | 0.2% | +8.4% | 0.000% | |
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5/5/2025 | Sargent Investment Group LLC | 19,785 | $506K | 0.1% | -66.9% | 0.000% | |
5/5/2025 | J.W. Cole Advisors Inc. | 63,837 | $1.63M | 0.1% | +382.3% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 77,072 | $1.97M | 0.0% | +4.8% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 82,874 | $2.12M | 0.0% | -11.0% | 0.000% | |
5/2/2025 | Summit X LLC | 8,029 | $205K | 0.0% | N/A | 0.000% | |
5/2/2025 | Cullen Frost Bankers Inc. | 1,842 | $47K | 0.0% | -65.8% | 0.000% | |
5/2/2025 | Dakota Wealth Management | 29,585 | $756K | 0.0% | -17.5% | 0.000% | |
5/1/2025 | CWM LLC | 31,698 | $810K | 0.0% | +28.1% | 0.000% | |
4/30/2025 | AlphaStar Capital Management LLC | 32,538 | $831K | 0.1% | +2.2% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 16,969 | $434K | 0.0% | -19.9% | 0.000% | |
4/30/2025 | NTV Asset Management LLC | 29,520 | $754K | 0.1% | -8.5% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 33,667 | $860K | 0.0% | +3.7% | 0.000% | |
4/29/2025 | World Investment Advisors | 10,000 | $256K | 0.0% | N/A | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 58,875 | $1.50M | 0.2% | +2.0% | 0.000% | |
4/29/2025 | Conning Inc. | 120,481 | $3.08M | 0.1% | +1.9% | 0.000% | |
4/29/2025 | Aurora Private Wealth Inc. | 13,845 | $354K | 0.1% | N/A | 0.000% | |
4/25/2025 | Almanack Investment Partners LLC. | 10,889 | $278K | 0.1% | N/A | 0.000% | |
4/25/2025 | Uniting Wealth Partners LLC | 11,535 | $295K | 0.1% | -77.4% | 0.000% | |
4/24/2025 | Primoris Wealth Advisors LLC | 16,172 | $411K | 0.3% | -28.9% | 0.000% | |
4/23/2025 | Tyche Wealth Partners LLC | 15,035 | $384K | 0.1% | N/A | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 9,434 | $241K | 0.0% | +96.5% | 0.000% | |
4/23/2025 | Aurora Private Wealth Inc. | 13,845 | $354K | 0.0% | N/A | 0.000% | |
4/23/2025 | Spire Wealth Management | 3,840 | $98K | 0.0% | -10.5% | 0.000% | |
4/23/2025 | Saxony Capital Management LLC | 9,066 | $232K | 0.2% | N/A | 0.000% | |
4/23/2025 | C2C Wealth Management LLC | 250,880 | $6.41M | 6.0% | +0.6% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 85,069 | $2.17M | 0.3% | +1.7% | 0.000% | |
4/23/2025 | FORM Wealth Advisors LLC | 8,297 | $212K | 0.0% | N/A | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 31,427 | $803K | 0.0% | +154.1% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 92,082 | $2.35M | 0.0% | -29.8% | 0.000% | |
4/22/2025 | Comprehensive Money Management Services LLC | 10,211 | $261K | 0.2% | +5.5% | 0.000% | |
4/22/2025 | Advisor Resource Council | 32,062 | $819K | 0.1% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 56,030 | $1.43M | 0.0% | -4.8% | 0.000% | |
4/17/2025 | Sound Income Strategies LLC | 1,193 | $30K | 0.0% | -86.6% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 22,192 | $567K | 0.0% | -20.2% | 0.000% | |
4/15/2025 | Investment Partners Asset Management Inc. | 24,020 | $614K | 0.5% | +11.0% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 4,854 | $124K | 0.0% | +709.0% | 0.000% | |
4/14/2025 | LexAurum Advisors LLC | 22,597 | $577K | 0.1% | -6.5% | 0.000% | |
4/10/2025 | Accel Wealth Management | 88,435 | $2.26M | 0.8% | -1.4% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 9,591 | $245K | 0.0% | +38,264.0% | 0.000% | |
4/8/2025 | Lowe Wealth Advisors LLC | 1,780 | $45K | 0.0% | +120.3% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 27,823 | $669K | 0.0% | +7.3% | 0.000% | |
3/4/2025 | Comprehensive Money Management Services LLC | 9,676 | $233K | 0.2% | N/A | 0.000% | |
2/18/2025 | Cornerstone Advisory LLC | 10,350 | $252K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 26,834 | $645K | 0.0% | N/A | 0.000% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 39,478 | $968K | 0.1% | +2.0% | 0.000% | |
2/17/2025 | Royal Bank of Canada | 873,788 | $21.01M | 0.0% | +4.1% | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 1,335,895 | $32.12M | 4.3% | +0.9% | 0.000% | |
2/17/2025 | Focus Partners Wealth | 39,557 | $951K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 195,444 | $4.70M | 0.0% | +2.2% | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 19,753 | $475K | 0.0% | N/A | 0.000% | |
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Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now. Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma |
2/17/2025 | Baird Financial Group Inc. | 12,111 | $291K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 856,071 | $20.58M | 0.0% | -1.5% | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 54,479 | $1.31M | 0.0% | -14.7% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 256,694 | $6.17M | 0.0% | +1.5% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 17,567 | $422K | 0.0% | -79.7% | 0.000% | |
2/14/2025 | Triumph Capital Management | 23,651 | $569K | 0.2% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 7,281 | $175K | 0.0% | +38.4% | 0.000% | |
2/14/2025 | Northern Trust Corp | 8,887 | $214K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 348,948 | $8.39M | 0.0% | +10.5% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 85,480 | $2.06M | 0.0% | +1.9% | 0.000% | |