7/25/2025 | Atria Wealth Solutions Inc. | 50,949 | $1.84M | 0.0% | -19.1% | 0.000% | |
7/25/2025 | MGO One Seven LLC | 13,726 | $497K | 0.0% | +4.2% | 0.000% | |
7/25/2025 | Welch Group LLC | 22,500 | $814K | 0.0% | +18.3% | 0.000% | |
7/25/2025 | Commonwealth Financial Services LLC | 5,819 | $211K | 0.0% | N/A | 0.000% | |
7/25/2025 | CWM LLC | 22,769 | $824K | 0.0% | +2.4% | 0.000% | |
7/24/2025 | Blue Trust Inc. | 1,067 | $39K | 0.0% | -25.9% | 0.000% | |
7/24/2025 | IFP Advisors Inc | 2,307 | $83K | 0.0% | -51.9% | 0.000% | |
7/24/2025 | Edge Financial Advisors LLC | 8,215 | $298K | 0.2% | N/A | 0.000% | |
7/23/2025 | Castle Rock Wealth Management LLC | 14,736 | $549K | 0.1% | N/A | 0.000% | |
7/23/2025 | Abel Hall LLC | 10,000 | $362K | 0.2% | N/A | 0.000% | |
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7/22/2025 | Belpointe Asset Management LLC | 14,011 | $507K | 0.0% | -7.0% | 0.000% | |
7/22/2025 | DAVENPORT & Co LLC | 17,087 | $618K | 0.0% | +30.0% | 0.000% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 8,694 | $315K | 0.0% | +6.0% | 0.000% | |
7/21/2025 | Future Financial Wealth Managment LLC | 26,170 | $947K | 0.6% | +1.8% | 0.000% | |
7/21/2025 | Ameriflex Group Inc. | 4,874 | $173K | 0.1% | -74.1% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,664 | $96K | 0.0% | N/A | 0.000% | |
7/18/2025 | PFG Investments LLC | 14,280 | $517K | 0.0% | +4.2% | 0.000% | |
7/18/2025 | Consolidated Portfolio Review Corp | 132,011 | $4.78M | 0.7% | -13.3% | 0.000% | |
7/17/2025 | XML Financial LLC | 49,655 | $1.80M | 0.2% | +3.6% | 0.000% | |
7/17/2025 | Oak Family Advisors LLC | 249,394 | $9.02M | 2.8% | -6.9% | 0.000% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 192,359 | $6.96M | 1.5% | +3.9% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 93,563 | $3.39M | 0.0% | +36.8% | 0.000% | |
7/16/2025 | ORG Partners LLC | 7,564 | $275K | 0.1% | +5.2% | 0.000% | |
7/16/2025 | Maridea Wealth Management LLC | 15,310 | $554K | 0.1% | +1.9% | 0.000% | |
7/16/2025 | Magnus Financial Group LLC | 203,951 | $7.38M | 0.6% | +9.0% | 0.000% | |
7/14/2025 | AdvisorNet Financial Inc | 1,461 | $53K | 0.0% | +73.9% | 0.000% | |
7/14/2025 | Sowell Financial Services LLC | 57,609 | $2.08M | 0.1% | -0.6% | 0.000% | |
7/11/2025 | SeaCrest Wealth Management LLC | 7,195 | $260K | 0.0% | +10.8% | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 3,795 | $137K | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 54,707 | $1.97M | 0.0% | +16.5% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 10,882 | $394K | 0.0% | +6.0% | 0.000% | |
7/9/2025 | Sunpointe LLC | 17,774 | $643K | 0.3% | -25.1% | 0.000% | |
7/9/2025 | Triumph Capital Management | 7,982 | $289K | 0.1% | -7.9% | 0.000% | |
7/8/2025 | Dover Advisors LLC | 9,600 | $347K | 0.2% | +9.7% | 0.000% | |
7/8/2025 | Atlas Brown Inc. | 19,579 | $708K | 0.2% | -5.9% | 0.000% | |
7/8/2025 | Ballew Advisors Inc | 5,664 | $204K | 0.1% | N/A | 0.000% | |
7/8/2025 | NBC Securities Inc. | 51,173 | $1.85M | 0.2% | -8.0% | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 32,143 | $1.16M | 0.1% | +1.0% | 0.000% | |
5/21/2025 | Beacon Capital Management Inc. | 24,000 | $829K | 0.0% | N/A | 0.000% | |
5/20/2025 | Focus Partners Wealth | 8,775 | $286K | 0.0% | N/A | 0.000% | |
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5/20/2025 | Integrity Alliance LLC. | 30,757 | $1.00M | 0.0% | N/A | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 80,660 | $2.63M | 2.5% | N/A | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 78,554 | $2.56M | 0.0% | +34.4% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 501,145 | $16.31M | 0.0% | +2.1% | 0.000% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 36,000 | $1.17M | 0.4% | N/A | 0.000% | |
5/15/2025 | MAI Capital Management | 5,196 | $169K | 0.0% | +63.3% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 7,030 | $229K | 0.0% | -36.8% | 0.000% | |
5/15/2025 | Landscape Capital Management L.L.C. | 29,554 | $962K | 0.1% | +30.4% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 63,053 | $2.05M | 0.1% | -2.7% | 0.000% | |
5/14/2025 | Per Stirling Capital Management LLC. | 12,230 | $398K | 0.1% | +85.5% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 19,560 | $636K | 0.3% | +3.9% | 0.000% | |
5/14/2025 | Comerica Bank | 18,844 | $613K | 0.0% | +61.1% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 54,120 | $1.76M | 0.0% | +4.1% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 35,177 | $1.15M | 0.0% | +2.3% | 0.000% | |
5/14/2025 | Monetary Management Group Inc. | 7,000 | $228K | 0.1% | +16.7% | 0.000% | |
5/14/2025 | Summit Financial LLC | 6,813 | $222K | 0.0% | N/A | 0.000% | |
5/14/2025 | Tradition Wealth Management LLC | 96,900 | $3.15M | 0.3% | +2.3% | 0.000% | |
5/13/2025 | Elequin Capital LP | 10,577 | $344K | 0.0% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 243,880 | $7.94M | 0.0% | -11.2% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 18,120 | $590K | 0.0% | +21.1% | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 28,216 | $918K | 0.1% | N/A | 0.000% | |
5/9/2025 | Cornerstone Advisors LLC | 406,546 | $13.23M | 0.6% | N/A | 0.000% | |
5/9/2025 | Wealthspire Advisors LLC | 59,538 | $1.94M | 0.0% | N/A | 0.000% | |
5/9/2025 | Reaves W H & Co. Inc. | 87,192 | $2.84M | 0.1% | +1.7% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 63,000 | $2.05M | 0.0% | +16.8% | 0.000% | |
5/9/2025 | Costello Asset Management INC | 10,854 | $353K | 0.1% | N/A | 0.000% | |
5/9/2025 | Commonwealth Equity Services LLC | 489,575 | $15.93M | 0.0% | +9.7% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 18,531 | $603K | 0.0% | -10.8% | 0.000% | |
5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 28,261 | $920K | 0.3% | +1.4% | 0.000% | |
5/8/2025 | US Bancorp DE | 14,744 | $480K | 0.0% | +14.2% | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 5,152 | $168K | 0.0% | +82.4% | 0.000% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 15,609 | $508K | 0.0% | -2.4% | 0.000% | |
5/7/2025 | Maridea Wealth Management LLC | 15,028 | $489K | 0.2% | +3.5% | 0.000% | |
5/7/2025 | Sunpointe LLC | 23,729 | $772K | 0.4% | +15.6% | 0.000% | |
5/7/2025 | Sterling Investment Advisors Ltd. | 185,181 | $6.03M | 1.5% | +3.6% | 0.000% | |
5/7/2025 | LPL Financial LLC | 599,201 | $19.50M | 0.0% | +2.4% | 0.000% | |
5/7/2025 | Semus Wealth Partners LLC | 13,692 | $446K | 0.3% | -4.1% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 149,311 | $4.86M | 0.0% | +3.5% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 15,668 | $510K | 0.0% | -20.6% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 33,285 | $1.08M | 0.0% | +11.4% | 0.000% | |
5/6/2025 | IMA Advisory Services Inc. | 4,000 | $130K | 0.0% | N/A | 0.000% | |
5/6/2025 | Triumph Capital Management | 8,662 | $282K | 0.1% | +9.0% | 0.000% | |
5/5/2025 | J.W. Cole Advisors Inc. | 77,853 | $2.53M | 0.1% | -76.6% | 0.000% | |
5/5/2025 | Montag A & Associates Inc. | 3,416 | $111K | 0.0% | +25.3% | 0.000% | |
5/5/2025 | IFP Advisors Inc | 4,794 | $156K | 0.0% | +110.3% | 0.000% | |
5/5/2025 | Carnegie Lake Advisors LLC | 30,960 | $1.01M | 0.4% | -11.5% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 131,492 | $4.28M | 0.0% | -7.6% | 0.000% | |
5/5/2025 | Nwam LLC | 6,210 | $202K | 0.0% | N/A | 0.000% | |
5/2/2025 | Armor Investment Advisors LLC | 20,135 | $655K | 0.3% | -8.0% | 0.000% | |
5/2/2025 | Retirement Planning Co of New England Inc. | 36,000 | $1.17M | 0.3% | N/A | 0.000% | |
A grave, grave error. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.  Here’s the full story for you. |
5/2/2025 | Graybill Wealth Management LTD. | 10,742 | $350K | 0.1% | N/A | 0.000% | |
5/1/2025 | ELCO Management Co. LLC | 7,600 | $247K | 0.1% | -4.4% | 0.000% | |
5/1/2025 | Stephens Inc. AR | 25,538 | $831K | 0.0% | +111.9% | 0.000% | |
4/30/2025 | Allworth Financial LP | 3,088 | $99K | 0.0% | +658.7% | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 7,848 | $255K | 0.0% | N/A | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 33,154 | $1.08M | 0.0% | -2.9% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 15,396 | $501K | 0.0% | +4.8% | 0.000% | |
4/29/2025 | World Investment Advisors | 58,792 | $1.91M | 0.0% | +426.0% | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 10,660 | $347K | 0.0% | +11.8% | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 13,141 | $428K | 0.0% | +6.3% | 0.000% | |