| 5/14/2025 | Disciplina Capital Management LLC | 110,827 | $5.75M | 0.8% | +4.7% | 2.173% | |
| 5/13/2025 | Stone House Investment Management LLC | 819 | $42K | 0.0% | N/A | 0.014% | |
| 5/7/2025 | LPL Financial LLC | 136,653 | $7.09M | 0.0% | +215.9% | 2.397% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 33,984 | $1.76M | 0.0% | -1.6% | 0.596% | |
| 5/6/2025 | Advisors Preferred LLC | 1,335 | $69K | 0.0% | N/A | 0.023% | |
| 5/6/2025 | WT Wealth Management | 9,108 | $473K | 0.2% | +8.6% | 0.160% | |
| 5/5/2025 | Hollencrest Capital Management | 12,279 | $637K | 0.0% | -8.3% | 0.215% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 25,695 | $1.33M | 0.0% | +14.5% | 0.451% | |
| 5/1/2025 | Alaska Permanent Capital Management LLC | 656,434 | $34.01M | 2.9% | -13.8% | 11.516% | |
| 5/1/2025 | Alaska Wealth Advisors | 333,532 | $17.31M | 2.7% | -9.2% | 5.851% | |
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| 5/1/2025 | FDx Advisors Inc. | 75,206 | $3.90M | 1.3% | -21.8% | 1.319% | |
| 5/1/2025 | Fifth Third Securities Inc. | 5,572 | $289K | 0.0% | +24.3% | 0.098% | |
| 4/30/2025 | Leavell Investment Management Inc. | 4,048 | $210K | 0.0% | N/A | 0.071% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 329,377 | $17.09M | 0.0% | +1.8% | 5.779% | |
| 4/29/2025 | Columbia River Financial Group LLC | 10,356 | $537K | 0.4% | -26.2% | 0.182% | |
| 4/25/2025 | WJ Wealth Management LLC | 44,849 | $2.33M | 0.8% | N/A | 0.787% | |
| 4/23/2025 | Valmark Advisers Inc. | 4,334 | $225K | 0.0% | N/A | 0.076% | |
| 4/18/2025 | Wolf Group Capital Advisors | 56,902 | $2.95M | 1.0% | +459.7% | 0.956% | |
| 4/10/2025 | Horizons Wealth Management | 68,513 | $3.56M | 2.6% | +5.4% | 1.151% | |
| 2/24/2025 | Pullen Investment Management LLC | 9,070 | $432K | 0.3% | -3.9% | 0.191% | |
| 2/19/2025 | Columbia River Financial Group LLC | 14,033 | $667K | 0.5% | N/A | 0.295% | |
| 2/18/2025 | 10Elms LLP | 1,600 | $76K | 0.1% | N/A | 0.034% | |
| 2/17/2025 | Citadel Advisors LLC | 19,391 | $923K | 0.0% | N/A | 0.408% | |
| 2/17/2025 | Bank of America Corp DE | 407,620 | $19.39M | 0.0% | +329.2% | 8.581% | |
| 2/17/2025 | Ameriprise Financial Inc. | 56,726 | $2.70M | 0.0% | -19.2% | 1.194% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 158,439 | $7.53M | 0.1% | +78.2% | 3.336% | |
| 2/13/2025 | Cohen & Steers Inc. | 2,410 | $115K | 0.0% | +32.9% | 0.051% | |
| 2/13/2025 | Raymond James Financial Inc. | 12,108 | $576K | 0.0% | N/A | 0.255% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 323,477 | $15.39M | 0.0% | +6.2% | 6.810% | |
| 2/12/2025 | Disciplina Capital Management LLC | 105,843 | $5.04M | 0.8% | +1.7% | 2.228% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 7,225 | $344K | 0.0% | +9.8% | 0.152% | |
| 2/12/2025 | JPMorgan Chase & Co. | 125,471 | $5.97M | 0.0% | +106.9% | 2.641% | |
| 2/11/2025 | LPL Financial LLC | 43,259 | $2.06M | 0.0% | +32.5% | 0.911% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 34,544 | $1.64M | 0.0% | +9.3% | 0.727% | |
| 2/10/2025 | Hollencrest Capital Management | 13,397 | $637K | 0.0% | +4.6% | 0.282% | |
| 2/6/2025 | Raymond James Financial Inc. | 12,108 | $576K | 0.0% | N/A | 0.255% | |
| 2/5/2025 | US Bancorp DE | 6,122 | $291K | 0.0% | +9.6% | 0.129% | |
| 2/4/2025 | IFP Advisors Inc | 1,893 | $90K | 0.0% | +59.1% | 0.040% | |
| 2/3/2025 | FDx Advisors Inc. | 96,152 | $4.58M | 1.3% | +8.0% | 2.024% | |
| 1/31/2025 | Truist Financial Corp | 38,391 | $1.83M | 0.0% | +13.6% | 0.808% | |
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| 1/30/2025 | Strategic Financial Concepts LLC | 21,449 | $1.02M | 0.0% | N/A | 0.452% | |
| 1/30/2025 | Principal Securities Inc. | 225,401 | $10.72M | 0.2% | +6.5% | 4.745% | |
| 1/29/2025 | Alaska Wealth Advisors | 367,340 | $17.48M | 2.7% | +3.1% | 7.733% | |
| 1/29/2025 | Alaska Permanent Capital Management | 761,624 | $36.19M | 3.0% | -0.9% | 16.034% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 22,449 | $1.07M | 0.0% | +17.7% | 0.473% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 21,449 | $1.02M | 0.0% | N/A | 0.452% | |
| 1/28/2025 | Leo Wealth LLC | 5,495 | $259K | 0.0% | N/A | 0.116% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 19,028 | $905K | 0.1% | +7.2% | 0.401% | |
| 1/23/2025 | Fifth Third Securities Inc. | 4,482 | $213K | 0.0% | N/A | 0.094% | |
| 1/21/2025 | Brighton Jones LLC | 7,145 | $340K | 0.0% | N/A | 0.122% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 1,489 | $71K | 0.1% | N/A | 0.031% | |
| 1/15/2025 | Lake Street Private Wealth LLC | 14,725 | $701K | 0.1% | -3.6% | 0.310% | |
| 1/15/2025 | Seaside Wealth Management Inc. | 5,346 | $254K | 0.1% | +4.3% | 0.113% | |
| 1/7/2025 | Horizons Wealth Management | 65,005 | $3.09M | 2.4% | +22.9% | 1.369% | |
| 12/26/2024 | JPMorgan Chase & Co. | 60,629 | $3.02M | 0.0% | +551,072.7% | 1.276% | |
| 11/15/2024 | Jane Street Group LLC | 45,997 | $2.29M | 0.0% | -72.2% | 0.968% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 8,536 | $426K | 0.0% | -70.5% | 0.180% | |
| 11/12/2024 | Kingsview Wealth Management LLC | 19,077 | $951K | 0.0% | -2.0% | 0.402% | |
| 11/5/2024 | FDx Advisors Inc. | 89,028 | $4.44M | 1.2% | -6.6% | 1.874% | |
| 11/4/2024 | Alaska Permanent Capital Management | 768,817 | $38.34M | 3.0% | +1.5% | 16.186% | |
| 11/4/2024 | Alaska Wealth Advisors | 356,404 | $17.77M | 2.7% | +52.0% | 7.503% | |
| 11/1/2024 | Leavell Investment Management Inc. | 4,123 | $206K | 0.0% | -7.2% | 0.087% | |
| 11/1/2024 | Hollencrest Capital Management | 12,809 | $639K | 0.0% | +10.0% | 0.270% | |
| 10/28/2024 | Principal Securities Inc. | 211,557 | $10.55M | 0.3% | +7.6% | 4.454% | |
| 10/28/2024 | US Bancorp DE | 5,585 | $278K | 0.0% | +16.0% | 0.118% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 17,747 | $886K | 0.1% | +443,575.0% | 0.374% | |
| 8/21/2024 | Truist Financial Corp | 30,190 | $1.49M | 0.0% | +45.1% | 0.636% | |
| 8/14/2024 | Bank of Montreal Can | 73,900 | $3.71M | 0.0% | +143.4% | 1.556% | |
| 8/13/2024 | Hollencrest Capital Management | 11,641 | $575K | 0.0% | -12.0% | 0.245% | |
| 8/12/2024 | Intrepid Financial Planning Group LLC | 57,674 | $2.85M | 1.2% | -3.1% | 1.214% | |
| 8/12/2024 | Hsbc Holdings PLC | 11,898 | $588K | 0.0% | N/A | 0.250% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 287,674 | $14.21M | 0.0% | +13.3% | 6.056% | |
| 8/2/2024 | FDx Advisors Inc. | 95,337 | $4.71M | 1.3% | -2.9% | 2.007% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,996 | $346K | 0.0% | +14.6% | 0.147% | |
| 7/30/2024 | Wolf Group Capital Advisors | 45,569 | $2.25M | 0.9% | +348.2% | 0.959% | |
| 7/22/2024 | Alaska Wealth Advisors | 234,480 | $11.58M | 1.8% | -2.4% | 4.936% | |
| 7/22/2024 | Horizons Wealth Management | 50,917 | $2.46M | 1.9% | -44.5% | 1.072% | |
| 5/16/2024 | Jane Street Group LLC | 97,045 | $4.65M | 0.0% | +154.0% | 2.043% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 16,479 | $790K | 0.0% | -2.0% | 0.347% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 30,710 | $1.47M | 0.0% | +18.4% | 0.647% | |
| 5/2/2024 | Pullen Investment Management LLC | 9,436 | $452K | 0.4% | N/A | 0.199% | |
| 4/24/2024 | Leavell Investment Management Inc. | 5,007 | $240K | 0.0% | -4.5% | 0.107% | |
| 3/6/2024 | SageView Advisory Group LLC | 5,263 | $248K | 0.0% | -66.7% | 0.081% | |
| 2/13/2024 | Intrepid Financial Planning Group LLC | 62,494 | $2.94M | 1.4% | -15.0% | 0.961% | |
| 2/9/2024 | SageView Advisory Group LLC | 5,263 | $248K | 0.0% | -66.7% | 0.081% | |
| 2/9/2024 | InterOcean Capital Group LLC | 13,088 | $616K | 0.0% | -12.5% | 0.201% | |
| 2/8/2024 | WT Wealth Management | 9,427 | $444K | 0.2% | -7.0% | 0.145% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 25,940 | $1.22M | 0.0% | +22.8% | 0.399% | |
| 2/7/2024 | Strategic Advocates LLC | 5,941 | $280K | 0.1% | -65.7% | 0.091% | |
| 2/7/2024 | Principal Securities Inc. | 138,542 | $6.52M | 0.2% | N/A | 2.131% | |
Washington Is Broke—and Eyeing Your Savings Next (Ad) Washington is running out of money…And guess where they'll look next?
When governments go broke, they take from the people.
It's happened before, and it's happening again.
The Department of Justice just admitted that cash isn't legally YOUR property. Get your free guide now by clicking here >> |
| 2/6/2024 | Disciplina Capital Management LLC | 105,469 | $4.96M | 0.9% | +33.7% | 1.623% | |
| 2/5/2024 | Silver Oak Securities Incorporated | 16,450 | $774K | 0.1% | +411,150.0% | 0.253% | |
| 2/2/2024 | Truist Financial Corp | 13,263 | $624K | 0.0% | +44.6% | 0.204% | |
| 2/1/2024 | Telemus Capital LLC | 46,371 | $2.18M | 0.2% | -4.7% | 0.713% | |
| 2/1/2024 | CWM LLC | 6,815 | $321K | 0.0% | +13,262.7% | 0.105% | |
| 1/30/2024 | Octavia Wealth Advisors LLC | 325,527 | $15.32M | 2.7% | +10.8% | 5.008% | |
| 1/29/2024 | ORG Partners LLC | 805 | $38K | 0.0% | N/A | 0.012% | |
| 1/24/2024 | Seaside Wealth Management Inc. | 5,125 | $241K | 0.1% | +5.1% | 0.079% | |
| 1/23/2024 | Leavell Investment Management Inc. | 5,242 | $247K | 0.0% | N/A | 0.081% | |
| 1/22/2024 | Wolf Group Capital Advisors | 10,167 | $503K | 0.2% | -7.7% | 0.156% | |
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