| 8/19/2025 | Advisory Services Network LLC | 14,656 | $388K | 0.0% | +2.8% | 0.049% | |
| 8/19/2025 | State of Wyoming | 35,020 | $910K | 0.1% | -2.9% | 0.118% | |
| 8/16/2025 | Evergreen Capital Management LLC | 75,095 | $1.95M | 0.1% | +8.9% | 0.253% | |
| 8/15/2025 | BNP Paribas Financial Markets | 6,600 | $171K | 0.0% | -12.4% | 0.022% | |
| 8/15/2025 | Bank of America Corp DE | 267,380 | $6.95M | 0.0% | +267.0% | 0.902% | |
| 8/15/2025 | Ameriprise Financial Inc. | 351,611 | $9.13M | 0.0% | +73.9% | 1.186% | |
| 8/14/2025 | Raymond James Financial Inc. | 27,123 | $705K | 0.0% | +7.8% | 0.091% | |
| 8/14/2025 | HUB Investment Partners LLC | 15,000 | $390K | 0.0% | N/A | 0.051% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 155,254 | $4.03M | 0.0% | +290.3% | 0.524% | |
| 8/13/2025 | Idaho Trust Co | 19,474 | $506K | 0.2% | -5.9% | 0.066% | |
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| 8/13/2025 | Cresset Asset Management LLC | 22,732 | $591K | 0.0% | -15.3% | 0.077% | |
| 8/13/2025 | Brown Advisory Inc. | 108,130 | $2.81M | 0.0% | +28.0% | 0.365% | |
| 8/13/2025 | Amundi | 412,700 | $10.69M | 0.0% | +10.7% | 1.392% | |
| 8/13/2025 | Marshall Wace LLP | 70,549 | $1.83M | 0.0% | N/A | 0.238% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 18,243 | $474K | 0.0% | +3.5% | 0.062% | |
| 8/13/2025 | Sun Life Financial Inc. | 1,209,600 | $31.43M | 1.7% | -20.9% | 4.080% | |
| 8/13/2025 | Sepio Capital LP | 102,733 | $2.67M | 0.2% | -2.2% | 0.346% | |
| 8/13/2025 | Choreo LLC | 22,350 | $581K | 0.0% | -16.8% | 0.075% | |
| 8/12/2025 | JPMorgan Chase & Co. | 851,840 | $22.13M | 0.0% | +147.0% | 2.873% | |
| 8/12/2025 | Marvin & Palmer Associates Inc. | 4,240 | $110K | 0.1% | N/A | 0.014% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 211,972 | $5.47M | 0.0% | +86.7% | 0.715% | |
| 8/8/2025 | SG Americas Securities LLC | 30,289 | $787K | 0.0% | +45.5% | 0.102% | |
| 8/8/2025 | Everett Harris & Co. CA | 97,716 | $2.54M | 0.0% | -1.3% | 0.330% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 6,447 | $167K | 0.0% | +16.3% | 0.022% | |
| 8/6/2025 | Innealta Capital LLC | 70,559 | $1.83M | 1.0% | +98.4% | 0.238% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 13,445 | $349K | 0.0% | N/A | 0.045% | |
| 8/5/2025 | Castlekeep Investment Advisors LLC | 12,566 | $326K | 0.2% | -3.4% | 0.042% | |
| 8/5/2025 | Gould Asset Management LLC CA | 27,459 | $713K | 0.1% | -5.5% | 0.093% | |
| 8/4/2025 | Arkadios Wealth Advisors | 13,951 | $362K | 0.0% | N/A | 0.047% | |
| 8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 222,600 | $5.78M | 0.2% | +44.1% | 0.751% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 12,024 | $312K | 0.0% | -60.5% | 0.041% | |
| 7/31/2025 | Wealthfront Advisers LLC | 10,706 | $278K | 0.0% | N/A | 0.036% | |
| 7/31/2025 | Carrera Capital Advisors | 317,049 | $8.24M | 1.7% | +8.1% | 1.069% | |
| 7/31/2025 | Catalyst Capital Advisors LLC | 458,054 | $11.90M | 0.2% | -16.2% | 1.545% | |
| 7/30/2025 | Bleakley Financial Group LLC | 56,877 | $1.48M | 0.0% | +52.1% | 0.192% | |
| 7/29/2025 | Stephens Inc. AR | 7,985 | $207K | 0.0% | N/A | 0.027% | |
| 7/29/2025 | Millburn Ridgefield LLC DE | 458,054 | $11.90M | 0.3% | -16.2% | 1.545% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 1,290,583 | $33.53M | 8.4% | +1.5% | 4.353% | |
| 7/28/2025 | Moran Wealth Management LLC | 355,825 | $9.24M | 0.3% | +2.5% | 1.200% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 39,359 | $1.02M | 0.0% | -81.9% | 0.133% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
| 7/23/2025 | Vontobel Holding Ltd. | 195,181 | $5.07M | 0.0% | +2.1% | 0.665% | |
| 7/23/2025 | WESPAC Advisors LLC | 29,860 | $776K | 0.5% | N/A | 0.102% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 6,732 | $175K | 0.0% | +270.9% | 0.023% | |
| 7/18/2025 | BOCHK Asset Management Ltd | 8,000 | $208K | 0.1% | +700.0% | 0.027% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 1,010 | $26K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Barry Investment Advisors LLC | 86,403 | $2.25M | 0.6% | +0.4% | 0.294% | |
| 7/16/2025 | CX Institutional | 14,130 | $367K | 0.0% | -5.3% | 0.048% | |
| 7/15/2025 | BigSur Wealth Management LLC | 1,875 | $49K | 0.0% | N/A | 0.006% | |
| 7/11/2025 | Arrow Investment Advisors LLC | 25,762 | $669K | 0.6% | N/A | 0.088% | |
| 7/11/2025 | CX Institutional | 14,130 | $367K | 0.0% | -5.3% | 0.048% | |
| 7/10/2025 | Contravisory Investment Management Inc. | 40,146 | $1.04M | 0.2% | +6.0% | 0.137% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 73,900 | $1.76M | 0.1% | -5.6% | 0.267% | |
| 5/19/2025 | Jane Street Group LLC | 600,000 | $14.26M | 0.0% | +64.5% | 2.170% | |
| 5/16/2025 | Jones Financial Companies Lllp | 52,702 | $1.25M | 0.0% | +239.0% | 0.191% | |
| 5/16/2025 | Sepio Capital LP | 105,084 | $2.50M | 0.2% | +69.2% | 0.380% | |
| 5/16/2025 | New Vernon Capital Holdings II LLC | 7,693,749 | $182.80M | 0.8% | +3,088.3% | 27.825% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 57,857 | $1.38M | 0.0% | -3.1% | 0.209% | |
| 5/16/2025 | Amundi | 372,900 | $8.72M | 0.0% | +37.6% | 1.349% | |
| 5/15/2025 | Royal Bank of Canada | 173,578 | $4.12M | 0.0% | -12.2% | 0.628% | |
| 5/15/2025 | Evergreen Capital Management LLC | 68,970 | $1.64M | 0.1% | -49.3% | 0.249% | |
| 5/15/2025 | State of Wyoming | 36,070 | $857K | 0.1% | -16.2% | 0.130% | |
| 5/14/2025 | Jane Street Group LLC | 600,000 | $14.26M | 0.0% | +64.5% | 2.170% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 14,093 | $335K | 0.0% | -5.6% | 0.051% | |
| 5/14/2025 | Flow Traders U.S. LLC | 98,906 | $2.35M | 0.1% | -42.1% | 0.358% | |
| 5/14/2025 | Hsbc Holdings PLC | 5,391,624 | $128.11M | 0.1% | +1,054.7% | 19.500% | |
| 5/14/2025 | Wellington Management Group LLP | 478,689 | $11.37M | 0.0% | -1.6% | 1.731% | |
| 5/13/2025 | Cresset Asset Management LLC | 26,826 | $637K | 0.0% | -15.2% | 0.097% | |
| 5/13/2025 | Global Endowment Management LP | 40,000 | $950K | 0.1% | -50.0% | 0.145% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 67,934 | $1.61M | 0.0% | +288.2% | 0.246% | |
| 5/13/2025 | HighTower Advisors LLC | 204,662 | $4.86M | 0.0% | -25.0% | 0.740% | |
| 5/12/2025 | Everett Harris & Co. CA | 99,036 | $2.35M | 0.0% | -1.3% | 0.358% | |
| 5/12/2025 | AlphaCore Capital LLC | 29,848 | $709K | 0.1% | N/A | 0.108% | |
| 5/9/2025 | Legacy Capital Group California Inc. | 37,480 | $891K | 0.3% | N/A | 0.136% | |
| 5/9/2025 | OVERSEA CHINESE BANKING Corp Ltd | 154,440 | $3.67M | 0.1% | +965.1% | 0.559% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 7,078 | $168K | 0.0% | +15.5% | 0.026% | |
| 5/8/2025 | Sun Life Financial Inc. | 1,530,100 | $36.36M | 2.3% | +0.5% | 5.534% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 21,534 | $512K | 0.0% | N/A | 0.078% | |
| 5/7/2025 | Carrera Capital Advisors | 293,343 | $6.97M | 1.5% | +1.7% | 1.061% | |
| 5/7/2025 | LPL Financial LLC | 448,554 | $10.66M | 0.0% | +6.4% | 1.622% | |
| 5/7/2025 | Nvwm LLC | 26,941 | $640K | 0.2% | N/A | 0.097% | |
| 5/6/2025 | Cetera Investment Advisers | 107,498 | $2.55M | 0.0% | N/A | 0.389% | |
| 5/6/2025 | Financial & Tax Architects LLC | 32,123 | $763K | 0.2% | +23.6% | 0.116% | |
| 5/6/2025 | Advisors Preferred LLC | 9,881 | $236K | 0.0% | N/A | 0.036% | |
| 5/6/2025 | Choreo LLC | 26,850 | $638K | 0.0% | +10.3% | 0.097% | |
| 5/5/2025 | IFP Advisors Inc | 1,939 | $46K | 0.0% | -38.4% | 0.007% | |
| 5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 154,440 | $3.67M | 0.0% | +965.1% | 0.559% | |
| 5/1/2025 | Bleakley Financial Group LLC | 37,396 | $889K | 0.0% | +64.3% | 0.135% | |
| 5/1/2025 | Barry Investment Advisors LLC | 86,029 | $2.04M | 0.5% | -0.6% | 0.311% | |
| 4/30/2025 | Trek Financial LLC | 25,085 | $596K | 0.0% | -13.8% | 0.091% | |
| 4/30/2025 | Brown Advisory Inc. | 84,505 | $2.01M | 0.0% | +162.2% | 0.306% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
| 4/29/2025 | Envestnet Asset Management Inc. | 30,415 | $723K | 0.0% | N/A | 0.110% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 546,384 | $12.98M | 0.3% | +11.4% | 1.976% | |
| 4/28/2025 | Vontobel Holding Ltd. | 191,162 | $4.54M | 0.0% | +2.5% | 0.691% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 1,271,178 | $30.20M | 8.1% | -1.0% | 3.695% | |
| 4/25/2025 | WestEnd Advisors LLC | 1,792 | $43K | 0.0% | +166.3% | 0.005% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,815 | $43K | 0.0% | N/A | 0.005% | |
| 4/23/2025 | Moran Wealth Management LLC | 347,062 | $8.25M | 0.3% | N/A | 1.009% | |
| 4/22/2025 | Innealta Capital LLC | 35,571 | $845K | 0.5% | -24.4% | 0.103% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 216,897 | $5.15M | 0.2% | +57.2% | 0.631% | |
| 4/15/2025 | Millburn Ridgefield LLC DE | 546,384 | $12.98M | 0.3% | +11.4% | 1.588% | |
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