7/17/2025 | Cyr Financial Inc. | 77,657 | $4.82M | 3.7% | +11.2% | 0.687% | |
7/17/2025 | Camelot Portfolios LLC | 13,530 | $839K | 0.5% | -9.4% | 0.120% | |
7/17/2025 | Michels Family Financial LLC | 17,965 | $1.11M | 0.9% | +3.2% | 0.159% | |
7/16/2025 | Perigon Wealth Management LLC | 8,321 | $516K | 0.0% | +4.7% | 0.074% | |
7/14/2025 | Maryland Capital Advisors Inc. | 23,688 | $1.47M | 0.6% | +3.4% | 0.210% | |
7/14/2025 | Sowell Financial Services LLC | 5,605 | $348K | 0.0% | -23.4% | 0.050% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 24,528 | $1.40M | 0.0% | N/A | 0.217% | |
7/9/2025 | Alesco Advisors LLC | 12,041 | $747K | 0.0% | -2.3% | 0.107% | |
7/9/2025 | Shore Point Advisors LLC | 6,132 | $380K | 0.2% | +3.2% | 0.054% | |
7/8/2025 | FF Advisors LLC | 3,235 | $201K | 0.1% | N/A | 0.029% | |
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7/8/2025 | Apella Capital LLC | 109,714 | $6.80M | 0.2% | +10.1% | 0.971% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,832 | $387K | 0.0% | +10,575.0% | 0.060% | |
5/16/2025 | Jones Financial Companies Lllp | 87,519 | $4.96M | 0.0% | +653.1% | 0.775% | |
5/15/2025 | Baird Financial Group Inc. | 50,431 | $2.86M | 0.0% | +0.7% | 0.446% | |
5/15/2025 | OLD Mission Capital LLC | 74,783 | $4.24M | 0.1% | +36.4% | 0.662% | |
5/15/2025 | Tortoise Investment Management LLC | 64,093 | $3.63M | 0.4% | +1.4% | 0.567% | |
5/14/2025 | Transamerica Financial Advisors LLC | 89,589 | $5.07M | 0.5% | +6.8% | 0.793% | |
5/14/2025 | Comerica Bank | 6,890 | $390K | 0.0% | +2.6% | 0.061% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 56,449 | $3.20M | 0.9% | -23.5% | 0.500% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,096 | $289K | 0.0% | -8.3% | 0.045% | |
5/14/2025 | Compound Planning Inc. | 10,673 | $604K | 0.0% | +1.8% | 0.094% | |
5/13/2025 | Cascade Financial Partners LLC | 25,045 | $1.42M | 0.2% | -10.6% | 0.222% | |
5/13/2025 | WESCAP Management Group Inc. | 71,396 | $4.04M | 1.0% | -8.0% | 0.632% | |
5/12/2025 | JFG Wealth Management LLC | 36,997 | $2.10M | 0.5% | -7.7% | 0.327% | |
5/12/2025 | Johnson Financial Group LLC | 61,315 | $3.47M | 0.4% | -20.4% | 0.543% | |
5/9/2025 | Blair William & Co. IL | 2,154 | $122K | 0.0% | -21.8% | 0.019% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 185,024 | $10.48M | 0.3% | +0.3% | 1.637% | |
5/7/2025 | N.E.W. Advisory Services LLC | 130,584 | $7.40M | 0.6% | +10.5% | 1.156% | |
5/7/2025 | LPL Financial LLC | 217,329 | $12.31M | 0.0% | -36.5% | 1.923% | |
5/7/2025 | Waddell & Associates LLC | 615,037 | $34.83M | 4.2% | +2.2% | 5.443% | |
5/7/2025 | Texas Yale Capital Corp. | 35,037 | $1.98M | 0.1% | +1.9% | 0.310% | |
5/6/2025 | Assetmark Inc. | 603 | $34K | 0.0% | -71.9% | 0.005% | |
5/6/2025 | Cetera Investment Advisers | 27,972 | $1.58M | 0.0% | +6.3% | 0.248% | |
5/6/2025 | Maryland Capital Advisors Inc. | 22,910 | $1.30M | 0.6% | +4.9% | 0.203% | |
5/6/2025 | AE Wealth Management LLC | 15,889 | $900K | 0.0% | -20.2% | 0.141% | |
5/6/2025 | Kathleen S. Wright Associates Inc. | 26,200 | $1.48M | 0.6% | -2.7% | 0.232% | |
5/5/2025 | SNS Financial Group LLC | 12,836 | $727K | 0.1% | +122.1% | 0.114% | |
5/2/2025 | BIP Wealth LLC | 109,321 | $6.19M | 0.4% | -7.9% | 0.967% | |
5/2/2025 | Wealthfront Advisers LLC | 4,911 | $278K | 0.0% | -9.9% | 0.043% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 524 | $30K | 0.0% | -71.0% | 0.005% | |
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5/2/2025 | Bogart Wealth LLC | 54,890 | $3.11M | 0.1% | N/A | 0.486% | |
5/1/2025 | CWM LLC | 1,992 | $113K | 0.0% | +75.8% | 0.018% | |
5/1/2025 | 3EDGE Asset Management LP | 13,463 | $766K | 0.1% | +5.8% | 0.119% | |
5/1/2025 | Omega Financial Group LLC | 10,700 | $606K | 0.2% | -3.0% | 0.095% | |
5/1/2025 | Austin Wealth Management LLC | 12,471 | $700K | 0.1% | -3.3% | 0.110% | |
4/30/2025 | Index Fund Advisors Inc. | 8,436 | $478K | 0.0% | -14.9% | 0.075% | |
4/30/2025 | Stratos Wealth Partners LTD. | 50,903 | $2.88M | 0.0% | +6.9% | 0.450% | |
4/29/2025 | Envestnet Asset Management Inc. | 39,884 | $2.26M | 0.0% | -42.7% | 0.353% | |
4/29/2025 | Bank of New York Mellon Corp | 7,883 | $446K | 0.0% | +24.0% | 0.070% | |
4/29/2025 | OneDigital Investment Advisors LLC | 33,514 | $1.90M | 0.0% | -4.3% | 0.297% | |
4/29/2025 | Checchi Capital Advisers LLC | 61,365 | $3.48M | 0.2% | +11.9% | 0.543% | |
4/28/2025 | CarsonAllaria Wealth Management Ltd. | 35,290 | $2.00M | 1.2% | -1.1% | 0.312% | |
4/23/2025 | Pure Financial Advisors LLC | 119,961 | $6.79M | 0.1% | +18.5% | 1.062% | |
4/23/2025 | Perigon Wealth Management LLC | 7,947 | $450K | 0.0% | +20.2% | 0.070% | |
4/23/2025 | Spire Wealth Management | 14,196 | $804K | 0.0% | +2.4% | 0.126% | |
4/22/2025 | Cyr Financial Inc. | 69,835 | $3.96M | 3.9% | +2.8% | 0.618% | |
4/22/2025 | Cabot Wealth Management Inc. | 16,934 | $959K | 0.1% | -1.7% | 0.150% | |
4/17/2025 | Mason & Associates Inc | 43,200 | $2.45M | 0.6% | +3.9% | 0.382% | |
4/17/2025 | Sowell Financial Services LLC | 7,322 | $415K | 0.0% | N/A | 0.065% | |
4/16/2025 | Sound Stewardship LLC | 5,733 | $325K | 0.2% | -5.4% | 0.051% | |
4/15/2025 | Rockingstone Advisors LLC | 10,196 | $577K | 0.3% | -4.5% | 0.090% | |
4/14/2025 | Farther Finance Advisors LLC | 1,304 | $74K | 0.0% | -16.0% | 0.012% | |
4/14/2025 | Greenspring Advisors LLC | 6,092 | $345K | 0.1% | +43.0% | 0.054% | |
4/10/2025 | Apella Capital LLC | 99,626 | $5.23M | 0.2% | +7.9% | 0.882% | |
4/9/2025 | Merit Financial Group LLC | 52,645 | $2.98M | 0.0% | -30.0% | 0.466% | |
4/7/2025 | AdvisorNet Financial Inc | 1,034 | $59K | 0.0% | -25.0% | 0.009% | |
3/24/2025 | Mascagni Wealth Management Inc. | 988 | $58K | 0.0% | N/A | 0.009% | |
2/20/2025 | Michels Family Financial LLC | 16,939 | $993K | 0.9% | N/A | 0.129% | |
2/17/2025 | Vista Investment Management | 34,770 | $2.04M | 0.8% | +15.1% | 0.265% | |
2/17/2025 | Quantinno Capital Management LP | 5,847 | $343K | 0.0% | N/A | 0.045% | |
2/17/2025 | Focus Partners Wealth | 6,292 | $369K | 0.0% | -11.7% | 0.048% | |
2/17/2025 | Clark Capital Management Group Inc. | 9,696 | $568K | 0.0% | N/A | 0.074% | |
2/17/2025 | Cetera Investment Advisers | 26,316 | $1.54M | 0.0% | -3.8% | 0.201% | |
2/17/2025 | Baird Financial Group Inc. | 50,086 | $2.94M | 0.0% | +3.3% | 0.382% | |
2/17/2025 | Bank of America Corp DE | 776,662 | $45.52M | 0.0% | -7.7% | 5.929% | |
2/17/2025 | BIP Wealth LLC | 118,682 | $6.96M | 0.5% | +10.4% | 0.906% | |
2/17/2025 | Ameriprise Financial Inc. | 136,185 | $7.98M | 0.0% | +19.4% | 1.040% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,072 | $63K | 0.0% | +10,620.0% | 0.008% | |
2/14/2025 | Rehmann Capital Advisory Group | 4,810 | $282K | 0.0% | -11.1% | 0.037% | |
2/14/2025 | Comerica Bank | 6,715 | $394K | 0.0% | +5.2% | 0.051% | |
2/14/2025 | MGO One Seven LLC | 92,347 | $5.41M | 0.2% | +1.4% | 0.705% | |
2/14/2025 | OneDigital Investment Advisors LLC | 35,032 | $2.05M | 0.0% | -1.8% | 0.267% | |
2/14/2025 | MML Investors Services LLC | 39,087 | $2.29M | 0.0% | +22.5% | 0.298% | |
2/13/2025 | Everest Management Corp. | 4,074 | $239K | 0.2% | N/A | 0.031% | |
2/13/2025 | Regal Investment Advisors LLC | 13,249 | $777K | 0.1% | +11.2% | 0.101% | |
2/13/2025 | Mariner LLC | 312,376 | $18.31M | 0.0% | -1.7% | 2.385% | |
2/13/2025 | Waddell & Associates LLC | 601,576 | $35.26M | 3.6% | +1.6% | 4.592% | |
2/13/2025 | Raymond James Financial Inc. | 35,893 | $2.10M | 0.0% | N/A | 0.274% | |
2/13/2025 | Texas Yale Capital Corp. | 34,384 | $2.02M | 0.1% | +3.7% | 0.262% | |
2/13/2025 | Advisory Services Network LLC | 18,676 | $1.10M | 0.0% | -2.8% | 0.143% | |
[No Brainer Gold Play]: “Show me a better investment.” (Ad) A Historic Gold Announcement Is About to Rock Wall Street?
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Click here to get Garrett’s Top Four picks now. |
2/13/2025 | Cerity Partners LLC | 3,416 | $200K | 0.0% | N/A | 0.026% | |
2/13/2025 | Envestnet Asset Management Inc. | 69,560 | $4.08M | 0.0% | +20.9% | 0.531% | |
2/13/2025 | Wells Fargo & Company MN | 202,094 | $11.85M | 0.0% | +15.4% | 1.543% | |
2/13/2025 | Smith Moore & CO. | 15,987 | $937K | 0.1% | -1.6% | 0.122% | |
2/12/2025 | Thoroughbred Financial Services LLC | 7,582 | $444K | 0.0% | +8.1% | 0.058% | |
2/12/2025 | WESCAP Management Group Inc. | 77,645 | $4.55M | 1.1% | +1.1% | 0.593% | |
2/12/2025 | OLD Mission Capital LLC | 54,815 | $3.21M | 0.0% | +23.4% | 0.418% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 83,874 | $4.92M | 0.5% | -1.6% | 0.640% | |
2/12/2025 | JPMorgan Chase & Co. | 22,359 | $1.31M | 0.0% | -12.8% | 0.171% | |
2/12/2025 | Ipsen Advisor Group LLC | 4,865 | $285K | 0.2% | N/A | 0.037% | |