8/7/2025 | PFG Advisors | 665,707 | $62.62M | 2.0% | +22,112.4% | 3.504% | |
8/6/2025 | AGF Management Ltd. | 274,125 | $25.79M | 0.1% | +1.5% | 1.443% | |
8/6/2025 | AE Wealth Management LLC | 679,914 | $63.96M | 0.5% | +4.5% | 3.578% | |
8/6/2025 | Maltin Wealth Management Inc. | 34,141 | $3.21M | 1.4% | +2.9% | 0.180% | |
8/6/2025 | Mcrae Capital Management Inc. | 3,239 | $305K | 0.1% | N/A | 0.017% | |
8/6/2025 | Aspetuck Financial Management LLC | 7,108 | $669K | 0.5% | +5.5% | 0.037% | |
8/6/2025 | Soltis Investment Advisors LLC | 6,701 | $630K | 0.0% | -3.9% | 0.035% | |
8/6/2025 | Stonebridge Financial Planning Group LLC | 8,710 | $819K | 0.3% | +3.5% | 0.046% | |
8/5/2025 | Sigma Planning Corp | 24,022 | $2.26M | 0.1% | +2.5% | 0.126% | |
8/5/2025 | Lifeworks Advisors LLC | 24,831 | $2.34M | 0.3% | -4.3% | 0.131% | |
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8/4/2025 | AlphaStar Capital Management LLC | 10,790 | $1.02M | 0.1% | N/A | 0.057% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 6,836 | $643K | 0.0% | -10.9% | 0.036% | |
8/4/2025 | Atria Investments Inc | 4,658 | $438K | 0.0% | -45.4% | 0.025% | |
8/4/2025 | Assetmark Inc. | 65,079 | $6.12M | 0.0% | +16.7% | 0.343% | |
8/4/2025 | Spire Wealth Management | 8,391 | $789K | 0.0% | -3.7% | 0.044% | |
8/4/2025 | Arkadios Wealth Advisors | 2,706 | $255K | 0.0% | +4.5% | 0.014% | |
8/4/2025 | World Investment Advisors | 6,267 | $590K | 0.0% | -5.2% | 0.033% | |
8/1/2025 | Purkiss Capital Advisors LLC | 6,377 | $600K | 0.3% | -9.2% | 0.034% | |
8/1/2025 | SYM FINANCIAL Corp | 524 | $49K | 0.0% | N/A | 0.003% | |
8/1/2025 | Penobscot Wealth Management | 32,417 | $3.05M | 1.1% | +9.2% | 0.171% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 14,208 | $1.34M | 0.2% | +34.1% | 0.075% | |
8/1/2025 | Envestnet Asset Management Inc. | 149,777 | $14.09M | 0.0% | -34.2% | 0.788% | |
7/30/2025 | VCI Wealth Management LLC | 7,876 | $741K | 0.3% | +6.7% | 0.041% | |
7/29/2025 | Stratos Wealth Advisors LLC | 7,038 | $662K | 0.0% | +8.7% | 0.037% | |
7/28/2025 | J.Safra Asset Management Corp | 6,869 | $650K | 0.0% | -28.2% | 0.036% | |
7/25/2025 | Atria Wealth Solutions Inc. | 12,651 | $1.21M | 0.0% | -49.6% | 0.067% | |
7/25/2025 | Ellis Investment Partners LLC | 13,541 | $1.27M | 0.2% | -1.6% | 0.071% | |
7/25/2025 | Apollon Wealth Management LLC | 106,915 | $10.06M | 0.2% | +2.2% | 0.563% | |
7/24/2025 | Blue Trust Inc. | 1,377 | $130K | 0.0% | -42.1% | 0.007% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 4,113 | $387K | 0.0% | -3.7% | 0.022% | |
7/23/2025 | Hall Capital Management Co. Inc. | 5,407 | $509K | 0.2% | -7.7% | 0.028% | |
7/23/2025 | Heck Capital Advisors LLC | 8,516 | $801K | 0.1% | -55.2% | 0.045% | |
7/22/2025 | Grimes & Company Inc. | 2,959 | $278K | 0.0% | N/A | 0.016% | |
7/22/2025 | Yoder Wealth Management Inc. | 42,187 | $3.97M | 2.1% | +2.0% | 0.222% | |
7/21/2025 | Ameritas Advisory Services LLC | 11,194 | $1.05M | 0.1% | -25.7% | 0.059% | |
7/21/2025 | Exchange Capital Management Inc. | 28,357 | $2.67M | 0.4% | -2.5% | 0.149% | |
7/17/2025 | Janney Montgomery Scott LLC | 28,042 | $2.64M | 0.0% | -3.5% | 0.148% | |
7/17/2025 | Smith Salley Wealth Management | 24,274 | $2.28M | 0.1% | +0.4% | 0.128% | |
7/17/2025 | Keystone Global Partners LLC | 52,522 | $4.94M | 2.7% | -2.4% | 0.276% | |
7/16/2025 | Signature Resources Capital Management LLC | 512 | $48K | 0.0% | N/A | 0.003% | |
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7/16/2025 | Southern Capital Advisors LLC | 17,237 | $1.62M | 0.8% | +9.8% | 0.091% | |
7/16/2025 | Beaumont Financial Advisors LLC | 18,996 | $1.79M | 0.1% | N/A | 0.100% | |
7/16/2025 | CX Institutional | 34,586 | $3.25M | 0.1% | +25.5% | 0.182% | |
7/16/2025 | Fischer Financial Services Inc. | 141,243 | $13.29M | 3.9% | +0.5% | 0.743% | |
7/11/2025 | Farther Finance Advisors LLC | 8,349 | $785K | 0.0% | -25.8% | 0.044% | |
7/11/2025 | CX Institutional | 34,586 | $3.25M | 0.1% | +25.5% | 0.182% | |
7/10/2025 | Charter Oak Capital Management LLC | 6,891 | $648K | 0.1% | -9.3% | 0.036% | |
7/10/2025 | Fulton Bank N.A. | 2,310 | $217K | 0.0% | -34.7% | 0.012% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,827 | $655K | 0.0% | -3.4% | 0.036% | |
7/9/2025 | Tounjian Advisory Partners LLC | 7,778 | $732K | 0.1% | -3.2% | 0.041% | |
7/8/2025 | Ehrlich Financial Group | 2,199 | $207K | 0.1% | -45.1% | 0.012% | |
7/7/2025 | Investors Research Corp | 11,902 | $1.12M | 0.2% | +12.6% | 0.063% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 10,599 | $896K | 0.2% | +4.6% | 0.055% | |
5/19/2025 | Jane Street Group LLC | 27,816 | $2.35M | 0.0% | N/A | 0.144% | |
5/19/2025 | Advisory Alpha LLC | 2,619 | $221K | 0.0% | -44.5% | 0.014% | |
5/16/2025 | Goldman Sachs Group Inc. | 18,755 | $1.59M | 0.0% | N/A | 0.099% | |
5/16/2025 | Jones Financial Companies Lllp | 26,454 | $2.24M | 0.0% | +317.7% | 0.137% | |
5/16/2025 | NewEdge Advisors LLC | 16,774 | $1.42M | 0.0% | -20.9% | 0.087% | |
5/16/2025 | Algorithmic Investment Models LLC | 60,601 | $5.12M | 3.8% | +6.7% | 0.315% | |
5/15/2025 | EP Wealth Advisors LLC | 21,347 | $1.80M | 0.0% | -3.2% | 0.111% | |
5/15/2025 | Cubist Systematic Strategies LLC | 3,148 | $266K | 0.0% | N/A | 0.016% | |
5/15/2025 | Royal Bank of Canada | 125,984 | $10.65M | 0.0% | +168.7% | 0.654% | |
5/15/2025 | MAI Capital Management | 881 | $74K | 0.0% | +17.3% | 0.005% | |
5/14/2025 | PKS Advisory Services LLC | 3,250 | $275K | 0.1% | -31.7% | 0.017% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 64,977 | $5.49M | 0.0% | -17.1% | 0.338% | |
5/14/2025 | Kestra Advisory Services LLC | 73,834 | $6.24M | 0.0% | +32.3% | 0.384% | |
5/14/2025 | CW Advisors LLC | 12,449 | $1.05M | 0.0% | +2.4% | 0.065% | |
5/14/2025 | Flow Traders U.S. LLC | 5,969 | $504K | 0.0% | N/A | 0.031% | |
5/14/2025 | PGIM Custom Harvest LLC | 6,736 | $569K | 0.0% | +2.9% | 0.035% | |
5/13/2025 | SFI Advisors LLC | 52,596 | $4.45M | 3.3% | -1.8% | 0.258% | |
5/13/2025 | Keystone Global Partners LLC | 53,802 | $4.55M | 3.2% | N/A | 0.264% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 31,190 | $2.64M | 0.0% | -69.0% | 0.153% | |
5/13/2025 | Dagco Inc. | 350 | $30K | 0.0% | N/A | 0.002% | |
5/13/2025 | HighTower Advisors LLC | 40,177 | $3.40M | 0.0% | -6.9% | 0.197% | |
5/12/2025 | AGF Management Ltd. | 270,079 | $22.82M | 0.1% | -35.8% | 1.327% | |
5/12/2025 | Meridian Wealth Management LLC | 9,360 | $791K | 0.0% | +4.9% | 0.046% | |
5/12/2025 | Atlas Capital Advisors Inc. | 63,040 | $5.33M | 0.7% | -16.3% | 0.310% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 1,246,027 | $105.30M | 0.0% | -1.7% | 6.123% | |
5/9/2025 | Atria Wealth Solutions Inc. | 25,082 | $2.12M | 0.0% | +84.1% | 0.123% | |
5/9/2025 | Smithfield Trust Co | 3,586 | $303K | 0.0% | +9.5% | 0.018% | |
5/9/2025 | Pathway Financial Advisers LLC | 16,135 | $1.36M | 0.5% | +3.6% | 0.079% | |
5/8/2025 | Arkadios Wealth Advisors | 2,589 | $219K | 0.0% | N/A | 0.013% | |
5/7/2025 | Purkiss Capital Advisors LLC | 7,022 | $593K | 0.4% | +58.8% | 0.035% | |
5/7/2025 | LPL Financial LLC | 113,928 | $9.63M | 0.0% | +5.5% | 0.560% | |
5/7/2025 | Fischer Financial Services Inc. | 140,531 | $11.88M | 3.8% | +0.3% | 0.691% | |
5/6/2025 | Assetmark Inc. | 55,788 | $4.72M | 0.0% | +24.0% | 0.274% | |
5/6/2025 | Cetera Investment Advisers | 58,194 | $4.92M | 0.0% | +2.5% | 0.286% | |
5/6/2025 | Lifeworks Advisors LLC | 25,951 | $2.19M | 0.4% | +5.3% | 0.128% | |
5/6/2025 | AE Wealth Management LLC | 650,568 | $54.98M | 0.5% | +11.7% | 3.197% | |
5/6/2025 | VCI Wealth Management LLC | 7,382 | $624K | 0.3% | -8.8% | 0.036% | |
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. |
5/6/2025 | Advocacy Wealth Management Services LLC | 34,164 | $2.89M | 0.2% | +728.4% | 0.168% | |
5/6/2025 | Financial Partners Group Inc | 2,761 | $233K | 0.0% | -5.2% | 0.014% | |
5/5/2025 | Kestra Private Wealth Services LLC | 20,752 | $1.75M | 0.0% | -6.4% | 0.102% | |
5/2/2025 | Apollon Wealth Management LLC | 104,640 | $8.84M | 0.2% | -61.7% | 0.514% | |
5/2/2025 | Sigma Planning Corp | 23,442 | $1.98M | 0.1% | -12.1% | 0.115% | |
5/1/2025 | CWM LLC | 1,378 | $116K | 0.0% | -99.4% | 0.007% | |
4/30/2025 | Axxcess Wealth Management LLC | 10,309 | $871K | 0.0% | +15.5% | 0.051% | |
4/30/2025 | Stratos Wealth Advisors LLC | 6,473 | $547K | 0.0% | +5.6% | 0.032% | |
4/30/2025 | Crossmark Global Holdings Inc. | 8,730 | $739K | 0.0% | N/A | 0.043% | |
4/29/2025 | Richard Bernstein Advisors LLC | 936,579 | $79.15M | 1.9% | -4.3% | 4.602% | |