7/18/2025 | First Pacific Financial | 19,266 | $1.12M | 0.2% | -30.6% | 0.756% | |
7/18/2025 | PFG Investments LLC | 12,078 | $702K | 0.0% | -45.0% | 0.474% | |
5/15/2025 | Royal Bank of Canada | 4,159 | $228K | 0.0% | -9.4% | 0.151% | |
5/15/2025 | Evergreen Capital Management LLC | 12,031 | $662K | 0.0% | +2.0% | 0.437% | |
5/14/2025 | WCG Wealth Advisors LLC | 28,006 | $1.54M | 0.1% | -6.3% | 1.018% | |
5/13/2025 | Cresset Asset Management LLC | 17,832 | $981K | 0.0% | +3.2% | 0.648% | |
5/9/2025 | Natural Investments LLC | 38,415 | $2.11M | 0.6% | +5.2% | 1.397% | |
5/9/2025 | SGL Investment Advisors Inc. | 6,550 | $362K | 0.2% | +7.6% | 0.238% | |
5/9/2025 | Blair William & Co. IL | 2,216 | $122K | 0.0% | -55.3% | 0.081% | |
5/8/2025 | Harbour Investments Inc. | 57,711 | $3.17M | 0.1% | -3.8% | 2.099% | |
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5/7/2025 | Creekside Partners | 6,342 | $349K | 0.2% | -21.2% | 0.231% | |
5/7/2025 | LPL Financial LLC | 63,389 | $3.49M | 0.0% | -49.2% | 2.305% | |
5/6/2025 | Cetera Investment Advisers | 3,867 | $213K | 0.0% | N/A | 0.141% | |
5/2/2025 | Bailard Inc. | 63,946 | $3.52M | 0.1% | +1.4% | 2.325% | |
5/1/2025 | CWM LLC | 14,552 | $800K | 0.0% | N/A | 0.529% | |
4/29/2025 | Envestnet Asset Management Inc. | 8,267 | $455K | 0.0% | -3.9% | 0.301% | |
4/25/2025 | Financial Insights Inc. | 42,888 | $2.36M | 0.9% | -2.5% | 1.560% | |
4/24/2025 | TFC Financial Management Inc. | 1,601 | $88K | 0.0% | N/A | 0.058% | |
4/23/2025 | First Pacific Financial | 27,769 | $1.53M | 0.3% | -9.9% | 1.010% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 11,803 | $649K | 0.1% | +3.4% | 0.429% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,609 | $418K | 0.0% | -65.1% | 0.277% | |
4/22/2025 | PFG Investments LLC | 21,966 | $1.21M | 0.1% | -49.2% | 0.799% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 40,199 | $2.21M | 0.0% | +3.6% | 1.462% | |
4/1/2025 | Stonehearth Capital Management LLC | 23,603 | $1.30M | 0.5% | -38.1% | 0.843% | |
3/5/2025 | Financial Insights Inc. | 43,996 | $2.63M | 1.0% | +2.5% | 1.517% | |
2/19/2025 | WCG Wealth Advisors LLC | 29,885 | $1.79M | 0.1% | +2.5% | 0.934% | |
2/17/2025 | Ethic Inc. | 7,718 | $461K | 0.0% | -23.0% | 0.241% | |
2/17/2025 | Allegheny Financial Group | 19,440 | $1.16M | 0.3% | +3.8% | 0.608% | |
2/14/2025 | Berger Financial Group Inc | 4,023 | $240K | 0.0% | -10.8% | 0.126% | |
2/13/2025 | Raymond James Financial Inc. | 7,414 | $443K | 0.0% | N/A | 0.232% | |
2/12/2025 | Franklin Resources Inc. | 1,795 | $107K | 0.0% | +43.6% | 0.056% | |
2/11/2025 | LPL Financial LLC | 124,704 | $7.45M | 0.0% | -3.3% | 3.897% | |
2/10/2025 | Thrivent Financial for Lutherans | 3,457 | $207K | 0.0% | -20.5% | 0.108% | |
2/10/2025 | Harbour Investments Inc. | 59,990 | $3.58M | 0.1% | +0.8% | 1.875% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 38,796 | $2.32M | 0.0% | +7.7% | 1.212% | |
2/10/2025 | Commonwealth Equity Services LLC | 18,776 | $1.12M | 0.0% | -5.7% | 0.587% | |
2/7/2025 | Natural Investments LLC | 36,527 | $2.18M | 0.6% | N/A | 1.141% | |
2/6/2025 | Raymond James Financial Inc. | 7,414 | $443K | 0.0% | N/A | 0.232% | |
2/6/2025 | Sonoma Private Wealth LLC | 8,815 | $527K | 0.9% | +2.7% | 0.275% | |
2/5/2025 | Bailard Inc. | 63,086 | $3.77M | 0.1% | +3.7% | 1.971% | |
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 |
2/5/2025 | Impact Investors Inc | 9,244 | $552K | 0.4% | N/A | 0.289% | |
1/31/2025 | Global Retirement Partners LLC | 1,588 | $95K | 0.0% | +30.4% | 0.050% | |
1/30/2025 | Walkner Condon Financial Advisors LLC | 11,419 | $682K | 0.1% | +20.3% | 0.357% | |
1/22/2025 | PFG Investments LLC | 43,269 | $2.59M | 0.2% | -1.4% | 1.352% | |
1/16/2025 | Mechanics Bank Trust Department | 4,040 | $241K | 0.0% | -4.2% | 0.126% | |
1/15/2025 | First Pacific Financial | 30,830 | $1.84M | 0.4% | +66.5% | 0.963% | |
1/13/2025 | Tsfg LLC | 1,200 | $72K | 0.0% | N/A | 0.038% | |
1/7/2025 | Stonehearth Capital Management LLC | 38,159 | $2.28M | 0.9% | -3.7% | 1.192% | |
11/15/2024 | SGL Investment Advisors Inc. | 6,044 | $374K | 0.2% | N/A | 0.189% | |
11/15/2024 | Jane Street Group LLC | 5,459 | $327K | 0.0% | N/A | 0.171% | |
11/13/2024 | D.A. Davidson & CO. | 4,858 | $291K | 0.0% | -4.5% | 0.152% | |
11/5/2024 | Harbour Investments Inc. | 59,501 | $3.57M | 0.1% | +5.3% | 1.859% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 9,494 | $569K | 0.1% | N/A | 0.297% | |
10/24/2024 | PFG Investments LLC | 43,868 | $2.63M | 0.2% | +9.5% | 1.371% | |
10/22/2024 | Private Advisor Group LLC | 4,403 | $264K | 0.0% | N/A | 0.138% | |
10/22/2024 | Financial Insights Inc. | 42,936 | $2.57M | 0.8% | +4.8% | 1.342% | |
10/17/2024 | Sonoma Private Wealth LLC | 8,580 | $514K | 0.8% | -36.8% | 0.268% | |
10/15/2024 | First Pacific Financial | 18,521 | $1.11M | 0.3% | N/A | 0.579% | |
10/2/2024 | Stonehearth Capital Management LLC | 39,618 | $2.37M | 0.9% | +0.7% | 1.238% | |
9/5/2024 | Sanctuary Advisors LLC | 4,209 | $232K | 0.0% | N/A | 0.132% | |
8/30/2024 | Creekside Partners | 8,067 | $456K | 0.3% | N/A | 0.252% | |
8/12/2024 | WCG Wealth Advisors LLC | 28,984 | $1.64M | 0.1% | N/A | 0.906% | |
8/7/2024 | PFG Investments LLC | 40,077 | $2.26M | 0.2% | +0.7% | 1.252% | |
8/6/2024 | Caprock Group LLC | 4,014 | $227K | 0.0% | -14.8% | 0.125% | |
8/2/2024 | Allegheny Financial Group LTD | 16,680 | $942K | 0.3% | +61.7% | 0.521% | |
7/31/2024 | Commonwealth Equity Services LLC | 21,442 | $1.21M | 0.0% | -31.4% | 0.670% | |
7/31/2024 | Wealth Alliance Advisory Group LLC | 7,200 | $407K | 0.1% | N/A | 0.225% | |
7/26/2024 | Harbour Investments Inc. | 56,497 | $3.19M | 0.1% | +3.6% | 1.766% | |
7/26/2024 | Bailard Inc. | 60,739 | $3.43M | 0.1% | N/A | 1.898% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 36,896 | $2.09M | 0.0% | -2.1% | 1.153% | |
7/16/2024 | ORG Partners LLC | 4,075 | $228K | 0.0% | N/A | 0.127% | |
7/16/2024 | Financial Insights Inc. | 40,955 | $2.31M | 0.6% | +4.9% | 1.280% | |
7/5/2024 | Stonehearth Capital Management LLC | 39,331 | $2.22M | 1.0% | N/A | 1.229% | |
5/7/2024 | Allegheny Financial Group LTD | 10,313 | $603K | 0.2% | -15.8% | 0.322% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 37,687 | $2.20M | 0.0% | N/A | 1.178% | |
4/30/2024 | Caprock Group LLC | 4,714 | $276K | 0.0% | N/A | 0.145% | |
4/29/2024 | Commonwealth Equity Services LLC | 31,274 | $1.83M | 0.0% | -8.0% | 0.962% | |
4/26/2024 | Financial Insights Inc. | 39,032 | $2.28M | 0.7% | +1.5% | 1.201% | |
4/24/2024 | 4Thought Financial Group Inc. | 1,509 | $88K | 0.1% | +31.6% | 0.046% | |
4/22/2024 | PFG Investments LLC | 39,801 | $2.33M | 0.1% | N/A | 1.225% | |
2/8/2024 | Allegheny Financial Group LTD | 12,241 | $681K | 0.2% | +5.6% | 0.365% | |
2/7/2024 | Ieq Capital LLC | 9,128 | $507K | 0.0% | -60.2% | 0.272% | |
2/7/2024 | Berger Financial Group Inc | 17,893 | $995K | 0.1% | -17.7% | 0.534% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,731 | $152K | 0.0% | -22.5% | 0.082% | |
2/2/2024 | Bailard Inc. | 54,670 | $3.04M | 0.1% | -18.6% | 1.632% | |
1/25/2024 | Financial Insights Inc. | 38,451 | $2.14M | 0.7% | -4.9% | 1.148% | |
1/23/2024 | Advisory Alpha LLC | 7,761 | $432K | 0.0% | +14.6% | 0.232% | |
1/11/2024 | Mechanics Bank Trust Department | 4,215 | $234K | 0.0% | N/A | 0.126% | |
12/7/2023 | Financial Insights Inc. | 40,431 | $1.90M | 0.7% | N/A | 1.207% | |
11/15/2023 | Evergreen Capital Management LLC | 11,765 | $589K | 0.0% | -4.5% | 0.351% | |
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 |
11/14/2023 | Mutual Advisors LLC | 4,831 | $242K | 0.0% | -23.9% | 0.144% | |
11/13/2023 | LPL Financial LLC | 144,759 | $7.25M | 0.0% | +2.7% | 4.321% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 33,212 | $1.66M | 0.0% | N/A | 0.991% | |
11/13/2023 | WCG Wealth Advisors LLC | 24,497 | $1.31M | 0.1% | +2.5% | 0.731% | |
11/8/2023 | D.A. Davidson & CO. | 5,059 | $253K | 0.0% | N/A | 0.151% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 17,593 | $880K | 0.0% | -1.9% | 0.525% | |
11/6/2023 | PFG Investments LLC | 38,539 | $1.93M | 0.4% | +2.0% | 1.150% | |
11/3/2023 | Berger Financial Group Inc | 21,735 | $1.09M | 0.1% | -11.8% | 0.649% | |
11/3/2023 | Private Advisor Group LLC | 4,106 | $205K | 0.0% | N/A | 0.123% | |
10/30/2023 | Sonoma Private Wealth LLC | 14,092 | $705K | 1.3% | +29.6% | 0.421% | |