7/2/2025 | Marotta Asset Management | 154,455 | $10.36M | 2.1% | +9.6% | 16.258% | |
6/27/2025 | Goldman Sachs Group Inc. | 12,276 | $726K | 0.0% | -19.5% | 1.292% | |
5/19/2025 | Jane Street Group LLC | 27,838 | $1.65M | 0.0% | -51.7% | 2.784% | |
5/16/2025 | Goldman Sachs Group Inc. | 12,276 | $726K | 0.0% | -19.5% | 1.228% | |
5/15/2025 | OLD Mission Capital LLC | 8,844 | $523K | 0.0% | -69.5% | 0.884% | |
5/14/2025 | Flow Traders U.S. LLC | 25,630 | $1.52M | 0.1% | +30.8% | 2.563% | |
5/13/2025 | Global Endowment Management LP | 15,000 | $887K | 0.1% | -62.5% | 1.500% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 18,167 | $1.07M | 0.0% | N/A | 1.817% | |
5/2/2025 | Wealthfront Advisers LLC | 3,822 | $226K | 0.0% | N/A | 0.382% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,442 | $85K | 0.0% | -46.9% | 0.144% | |
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4/17/2025 | Cyndeo Wealth Partners LLC | 4,219 | $249K | 0.0% | +7.1% | 0.422% | |
4/2/2025 | Marotta Asset Management | 140,932 | $8.33M | 1.7% | -8.0% | 14.093% | |
2/17/2025 | Citadel Advisors LLC | 36,115 | $2.12M | 0.0% | +1,018.8% | 2.064% | |
2/17/2025 | Bank of America Corp DE | 2,677 | $157K | 0.0% | -40.2% | 0.153% | |
2/14/2025 | Jane Street Group LLC | 57,593 | $3.38M | 0.0% | +161.5% | 3.291% | |
2/14/2025 | TD Waterhouse Canada Inc. | 32,691 | $1.92M | 0.0% | -16.2% | 1.868% | |
2/13/2025 | Zacks Investment Management | 10,457 | $614K | 0.0% | N/A | 0.598% | |
2/13/2025 | Mariner LLC | 11,222 | $659K | 0.0% | -43.2% | 0.641% | |
2/13/2025 | Sepio Capital LP | 17,386 | $1.02M | 0.1% | +1.2% | 0.993% | |
2/13/2025 | Wells Fargo & Company MN | 526 | $31K | 0.0% | -66.9% | 0.030% | |
2/12/2025 | OLD Mission Capital LLC | 28,977 | $1.70M | 0.0% | +10.7% | 1.656% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 2,716 | $160K | 0.0% | +51.6% | 0.155% | |
2/7/2025 | Idaho Trust Bank | 3,600 | $211K | 0.1% | N/A | 0.206% | |
1/24/2025 | abrdn plc | 27,463 | $1.61M | 0.0% | +2.7% | 1.569% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 3,938 | $231K | 0.0% | -10.4% | 0.225% | |
1/10/2025 | Marotta Asset Management | 153,262 | $8.92M | 1.9% | +8.7% | 8.758% | |
11/15/2024 | Jane Street Group LLC | 22,022 | $1.51M | 0.0% | +45.1% | 1.258% | |
11/14/2024 | Flow Traders U.S. LLC | 15,128 | $1.04M | 0.1% | +3.5% | 0.864% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,792 | $123K | 0.0% | +60.0% | 0.102% | |
10/25/2024 | abrdn plc | 26,749 | $1.84M | 0.0% | -1.3% | 1.529% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 4,393 | $301K | 0.0% | -4.2% | 0.251% | |
10/3/2024 | Marotta Asset Management | 140,932 | $9.67M | 1.9% | +0.3% | 8.053% | |
8/16/2024 | Sunbelt Securities Inc. | 4,452 | $287K | 0.0% | N/A | 0.254% | |
8/16/2024 | Sepio Capital LP | 17,186 | $1.11M | 0.1% | -22.4% | 0.982% | |
7/24/2024 | &PARTNERS | 13,325 | $858K | 0.0% | N/A | 0.761% | |
7/22/2024 | Legacy Capital Group California Inc. | 12,632 | $814K | 0.3% | +4.1% | 0.722% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 424,071 | $27.31M | 0.0% | -6.9% | 24.233% | |
7/10/2024 | Contravisory Investment Management Inc. | 12,769 | $822K | 0.2% | +4.1% | 0.730% | |
6/11/2024 | EverSource Wealth Advisors LLC | 6,194 | $412K | 0.0% | +205.4% | 0.354% | |
5/17/2024 | Comerica Bank | 461 | $32K | 0.0% | +141.4% | 0.026% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
 For the moment, you can watch this interview free of charge – just click here. |
5/8/2024 | Legacy Capital Group California Inc. | 12,131 | $841K | 0.3% | -3.7% | 0.693% | |
5/7/2024 | Choate Investment Advisors | 3,000 | $208K | 0.0% | N/A | 0.171% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 455,258 | $31.57M | 0.0% | -1.3% | 26.015% | |
4/15/2024 | Brookstone Capital Management | 5,007 | $347K | 0.0% | +32.0% | 0.295% | |
4/11/2024 | Contravisory Investment Management Inc. | 12,268 | $851K | 0.2% | -3.7% | 0.722% | |
4/2/2024 | Marotta Asset Management | 140,076 | $9.71M | 2.0% | -3.5% | 8.240% | |
2/8/2024 | Legacy Capital Group California Inc. | 12,598 | $770K | 0.3% | +6.1% | 0.741% | |
1/31/2024 | abrdn plc | 29,205 | $1.79M | 0.0% | -12.2% | 1.718% | |
1/30/2024 | Lunt Capital Management Inc. | 3,320 | $203K | 0.1% | N/A | 0.195% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 461,431 | $28.21M | 0.0% | +0.2% | 27.143% | |
1/11/2024 | Brookstone Capital Management | 3,793 | $232K | 0.0% | N/A | 0.223% | |
1/11/2024 | Contravisory Investment Management Inc. | 12,735 | $779K | 0.2% | +6.1% | 0.749% | |
1/3/2024 | Marotta Asset Management | 145,136 | $8.87M | 1.9% | -0.4% | 8.537% | |
11/7/2023 | abrdn plc | 33,266 | $1.80M | 0.0% | -4.4% | 1.957% | |
11/4/2023 | EverSource Wealth Advisors LLC | 2,127 | $115K | 0.0% | +67.0% | 0.125% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 460,422 | $24.88M | 0.0% | +0.1% | 27.084% | |
10/23/2023 | Sheets Smith Wealth Management | 2,000 | $108K | 0.0% | N/A | 0.118% | |
10/11/2023 | Marotta Asset Management | 145,767 | $7.88M | 1.8% | +1.0% | 8.575% | |
10/10/2023 | Contravisory Investment Management Inc. | 12,008 | $649K | 0.2% | N/A | 0.706% | |
10/10/2023 | Curbstone Financial Management Corp | 11,790 | $637K | 0.2% | -7.1% | 0.694% | |
8/22/2023 | Idaho Trust Bank | 3,681 | $212K | 0.1% | N/A | 0.217% | |
8/9/2023 | Flow Traders U.S. LLC | 8,761 | $505K | 0.0% | -61.5% | 0.515% | |
8/8/2023 | Sepio Capital LP | 22,104 | $1.27M | 0.1% | N/A | 1.300% | |
8/4/2023 | abrdn plc | 34,808 | $2.01M | 0.0% | -10.4% | 2.110% | |
8/4/2023 | EverSource Wealth Advisors LLC | 1,274 | $73K | 0.0% | N/A | 0.077% | |
8/2/2023 | Bank of Montreal Can | 1,200 | $69K | 0.0% | N/A | 0.073% | |
7/31/2023 | LPL Financial LLC | 8,808 | $508K | 0.0% | -20.4% | 0.534% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 460,049 | $26.51M | 0.0% | N/A | 27.882% | |
7/17/2023 | Teamwork Financial Advisors LLC | 17,764 | $1.02M | 0.2% | +73.2% | 1.077% | |
7/10/2023 | AE Wealth Management LLC | 17,890 | $1.03M | 0.0% | +72.3% | 1.084% | |
7/5/2023 | Marotta Asset Management | 144,279 | $8.31M | 1.9% | N/A | 8.744% | |
5/12/2023 | Curbstone Financial Management Corp | 12,690 | $697K | 0.2% | -2.7% | 1.058% | |
5/12/2023 | HighTower Advisors LLC | 63,151 | $3.47M | 0.0% | -56.7% | 5.263% | |
4/28/2023 | abrdn plc | 38,858 | $2.13M | 0.0% | -8.7% | 3.238% | |
4/14/2023 | AE Wealth Management LLC | 10,381 | $570K | 0.0% | N/A | 0.865% | |
4/6/2023 | Teamwork Financial Advisors LLC | 10,255 | $563K | 0.1% | N/A | 0.855% | |
3/6/2023 | OLD Mission Capital LLC | 20,740 | $948K | 0.0% | -77.6% | 1.728% | |
2/10/2023 | abrdn plc | 42,544 | $1.95M | 0.0% | -5.4% | 3.545% | |
2/9/2023 | HighTower Advisors LLC | 145,906 | $6.67M | 0.0% | -5.9% | 12.159% | |
1/19/2023 | Curbstone Financial Management Corp | 13,040 | $596K | 0.1% | -9.4% | 1.087% | |
1/3/2023 | Marotta Asset Management | 150,286 | $6.87M | 1.7% | -2.8% | 14.313% | |
11/14/2022 | OLD Mission Capital LLC | 92,407 | $3.42M | 0.1% | +56.7% | 8.801% | |
11/14/2022 | MML Investors Services LLC | 17,361 | $643K | 0.0% | -73.3% | 1.653% | |
10/11/2022 | Marotta Asset Management | 154,600 | $5.73M | 1.5% | +4.9% | 13.443% | |
10/5/2022 | Curbstone Financial Management Corp | 14,390 | $533K | 0.1% | -4.0% | 1.251% | |
8/5/2022 | OLD Mission Capital LLC | 58,989 | $2.37M | 0.1% | -20.6% | 4.916% | |
8/4/2022 | Curbstone Financial Management Corp | 14,990 | $602K | 0.1% | -10.7% | 1.249% | |
8/3/2022 | Envestnet Asset Management Inc. | 52,745 | $2.12M | 0.0% | +8.2% | 4.395% | |
7/21/2022 | Marotta Asset Management | 147,410 | $5.98M | 1.5% | -2.5% | 12.284% | |
5/12/2022 | HighTower Advisors LLC | 150,287 | $7.16M | 0.0% | -1.6% | 12.524% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
 For the moment, you can watch this interview free of charge – just click here. |
5/4/2022 | abrdn plc | 45,335 | $2.17M | 0.0% | +0.8% | 3.778% | |
4/8/2022 | Marotta Asset Management | 151,166 | $7.22M | 1.7% | +2.8% | 12.093% | |
2/15/2022 | MML Investors Services LLC | 58,661 | $3.34M | 0.0% | +4.1% | 4.512% | |
2/10/2022 | abrdn plc | 44,959 | $2.56M | 0.0% | -2.2% | 3.458% | |
2/10/2022 | OLD Mission Capital LLC | 25,661 | $1.46M | 0.1% | +273.4% | 1.974% | |
2/10/2022 | HighTower Advisors LLC | 152,659 | $8.69M | 0.0% | +1.1% | 11.743% | |
2/8/2022 | abrdn plc | 44,959 | $2.56M | 0.0% | -2.2% | 3.458% | |
2/4/2022 | Envestnet Asset Management Inc. | 48,556 | $2.77M | 0.0% | +3.8% | 3.735% | |
1/25/2022 | Sepio Capital LP | 25,037 | $1.43M | 0.1% | +40.0% | 1.669% | |
1/19/2022 | Curbstone Financial Management Corp | 16,790 | $957K | 0.2% | -1.2% | 1.119% | |