| 6/2/2025 | Modern Wealth Management LLC | 28,526 | $1.95M | 0.1% | +1.4% | 0.073% | |
| 5/27/2025 | Advisors Capital Management LLC | 6,286 | $429K | 0.0% | +15.3% | 0.016% | |
| 5/22/2025 | WBI Investments LLC | 33,376 | $2.28M | 0.6% | +694.7% | 0.086% | |
| 5/20/2025 | Focus Partners Wealth | 6,618 | $452K | 0.0% | +3.1% | 0.017% | |
| 5/19/2025 | Jane Street Group LLC | 31,978 | $2.19M | 0.0% | +747.8% | 0.082% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 110,807 | $7.57M | 0.0% | +1,276.5% | 0.285% | |
| 5/16/2025 | Jones Financial Companies Lllp | 17,047 | $1.17M | 0.0% | +187.7% | 0.044% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 3,908 | $267K | 0.2% | N/A | 0.010% | |
| 5/16/2025 | NewEdge Advisors LLC | 95,645 | $6.53M | 0.0% | -15.1% | 0.246% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 26,752 | $1.83M | 0.0% | N/A | 0.069% | |
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| 5/16/2025 | Aprio Wealth Management LLC | 84,065 | $5.74M | 0.7% | +17.9% | 0.216% | |
| 5/15/2025 | EP Wealth Advisors LLC | 2,840 | $194K | 0.0% | +10.0% | 0.007% | |
| 5/15/2025 | Royal Bank of Canada | 57,609 | $3.94M | 0.0% | +66.8% | 0.148% | |
| 5/15/2025 | MAI Capital Management | 40,109 | $2.74M | 0.0% | -1.2% | 0.103% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 4,469 | $305K | 0.0% | -7.9% | 0.012% | |
| 5/14/2025 | Full Sail Capital LLC | 229,639 | $15.69M | 1.0% | -7.9% | 0.591% | |
| 5/14/2025 | Freedom Investment Management Inc. | 42,477 | $2.90M | 0.2% | -24.6% | 0.109% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 224,217 | $15.32M | 0.0% | +45.9% | 0.577% | |
| 5/14/2025 | Kestra Advisory Services LLC | 224,433 | $15.33M | 0.1% | -6.9% | 0.578% | |
| 5/14/2025 | Compound Planning Inc. | 7,865 | $537K | 0.0% | -12.2% | 0.020% | |
| 5/14/2025 | CW Advisors LLC | 13,095 | $895K | 0.0% | +12.3% | 0.034% | |
| 5/14/2025 | RWA Wealth Partners LLC | 238,757 | $16.31M | 0.2% | -6.7% | 0.615% | |
| 5/13/2025 | Brooklyn Investment Group | 378 | $26K | 0.0% | N/A | 0.001% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 70,879 | $4.84M | 0.0% | +3.4% | 0.180% | |
| 5/13/2025 | Raymond James Financial Inc. | 280,541 | $19.17M | 0.0% | +42.1% | 0.713% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 99,781 | $6.82M | 0.0% | +18.5% | 0.254% | |
| 5/13/2025 | Heck Capital Advisors LLC | 44,882 | $3.07M | 0.3% | +15.2% | 0.114% | |
| 5/13/2025 | HRC Wealth Management LLC | 7,720 | $527K | 0.3% | -12.1% | 0.020% | |
| 5/13/2025 | Stone House Investment Management LLC | 868 | $59K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | HighTower Advisors LLC | 90,208 | $6.16M | 0.0% | +229.0% | 0.229% | |
| 5/12/2025 | AGF Management Ltd. | 588,433 | $40.20M | 0.2% | -1.5% | 1.495% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,629 | $243K | 0.0% | N/A | 0.009% | |
| 5/12/2025 | Meridian Wealth Management LLC | 12,740 | $870K | 0.0% | +7.1% | 0.032% | |
| 5/12/2025 | Strengthening Families & Communities LLC | 5,930 | $407K | 0.2% | -24.4% | 0.015% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 35,949 | $2.46M | 0.3% | -15.5% | 0.091% | |
| 5/12/2025 | Savvy Advisors Inc. | 6,312 | $431K | 0.0% | +13.2% | 0.016% | |
| 5/12/2025 | WBH Advisory Inc. | 4,939 | $337K | 0.0% | -8.8% | 0.013% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 78,851 | $5.39M | 0.7% | N/A | 0.200% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 7,851 | $500K | 0.0% | +115.8% | 0.020% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 1,676,903 | $114.57M | 0.0% | +2.6% | 4.262% | |
Strait of Hormuz = $100 Oil? (Ad) Dow Drops 540 Points, Oil Soars
Middle East conflict sends markets plunging, oil jumping 8.5%. Investors flee to gold, but Marc's found a better crisis hedge - monthly income from oil, not stocks. Full details to learn more here |
| 5/9/2025 | Atria Wealth Solutions Inc. | 75,210 | $5.14M | 0.1% | +19.1% | 0.191% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 551,315 | $37.67M | 0.1% | +5.4% | 1.401% | |
| 5/9/2025 | Pathway Financial Advisers LLC | 11,998 | $820K | 0.3% | -11.3% | 0.030% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 3,194 | $218K | 0.0% | +109.6% | 0.008% | |
| 5/8/2025 | Signature Wealth Management Partners LLC | 15,719 | $1.07M | 0.7% | -29.5% | 0.040% | |
| 5/8/2025 | Certified Advisory Corp | 3,755 | $257K | 0.0% | +19.7% | 0.010% | |
| 5/8/2025 | Harbour Investments Inc. | 30,827 | $2.11M | 0.1% | -14.2% | 0.078% | |
| 5/8/2025 | Mesirow Financial Investment Management Inc. | 4,768 | $326K | 0.0% | +52.2% | 0.012% | |
| 5/8/2025 | Arkadios Wealth Advisors | 8,324 | $569K | 0.0% | +2.3% | 0.021% | |
| 5/8/2025 | Independence Financial Advisors LLC | 140,682 | $9.61M | 3.7% | N/A | 0.358% | |
| 5/7/2025 | Maridea Wealth Management LLC | 4,052 | $277K | 0.1% | N/A | 0.010% | |
| 5/7/2025 | LPL Financial LLC | 567,381 | $38.76M | 0.0% | +9.6% | 1.442% | |
| 5/7/2025 | Fischer Financial Services Inc. | 166,035 | $11.34M | 3.7% | +0.4% | 0.422% | |
| 5/6/2025 | Assetmark Inc. | 34,270 | $2.34M | 0.0% | +4,344.9% | 0.087% | |
| 5/6/2025 | Cetera Investment Advisers | 186,594 | $12.75M | 0.0% | +2.8% | 0.474% | |
| 5/6/2025 | Birchcreek Wealth Management LLC | 15,082 | $1.03M | 0.7% | -8.9% | 0.038% | |
| 5/6/2025 | Lifeworks Advisors LLC | 169,862 | $11.61M | 1.9% | -20.9% | 0.432% | |
| 5/6/2025 | Elm3 Financial Group LLC | 4,356 | $298K | 0.3% | +19.1% | 0.011% | |
| 5/6/2025 | AE Wealth Management LLC | 134,229 | $9.17M | 0.1% | +8.6% | 0.341% | |
| 5/6/2025 | VCI Wealth Management LLC | 22,476 | $1.54M | 0.6% | +7.2% | 0.057% | |
| 5/6/2025 | Financial Partners Group Inc | 69,303 | $4.74M | 0.7% | -0.9% | 0.176% | |
| 5/6/2025 | KDK Private Wealth Management LLC | 27,218 | $1.86M | 2.1% | -4.4% | 0.069% | |
| 5/5/2025 | IFP Advisors Inc | 3,618 | $247K | 0.0% | +10.5% | 0.009% | |
| 5/5/2025 | Beckerman Institutional LLC | 32,574 | $2.23M | 1.6% | +10.7% | 0.083% | |
| 5/5/2025 | Morningstar Investment Services LLC | 37,214 | $2.54M | 0.5% | N/A | 0.095% | |
| 5/5/2025 | Private Advisor Group LLC | 19,957 | $1.36M | 0.0% | +17.8% | 0.051% | |
| 5/2/2025 | Richard C. Young & CO. LTD. | 5,773 | $394K | 0.0% | +7.6% | 0.015% | |
| 5/2/2025 | Summit X LLC | 4,392 | $300K | 0.1% | N/A | 0.011% | |
| 5/2/2025 | Larson Financial Group LLC | 96,510 | $6.59M | 0.3% | +5.1% | 0.245% | |
| 5/2/2025 | Dakota Wealth Management | 7,914 | $541K | 0.0% | -49.4% | 0.020% | |
| 5/2/2025 | Apollon Wealth Management LLC | 155,574 | $10.63M | 0.2% | +7.7% | 0.395% | |
| 5/2/2025 | Sigma Planning Corp | 82,569 | $5.64M | 0.2% | -19.3% | 0.210% | |
| 5/1/2025 | Weatherly Asset Management L. P. | 259,152 | $17.71M | 1.6% | +2.4% | 0.659% | |
| 5/1/2025 | CWM LLC | 8,866 | $606K | 0.0% | +7.1% | 0.023% | |
| 5/1/2025 | Grant GrossMendelsohn LLC | 45,502 | $2.96M | 1.6% | +1,132.8% | 0.116% | |
| 5/1/2025 | Fifth Third Securities Inc. | 24,194 | $1.65M | 0.1% | -30.2% | 0.061% | |
| 5/1/2025 | Barry Investment Advisors LLC | 57,841 | $3.95M | 1.0% | -1.9% | 0.147% | |
| 4/30/2025 | Court Place Advisors LLC | 10,604 | $724K | 0.2% | -6.8% | 0.027% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 5,018 | $344K | 0.0% | N/A | 0.013% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 163,339 | $11.16M | 0.0% | +104.3% | 0.415% | |
| 4/29/2025 | McGlone Suttner Wealth Management Inc. | 259,445 | $17.73M | 2.9% | +1.6% | 0.659% | |
| 4/29/2025 | Bank of New York Mellon Corp | 10,401 | $711K | 0.0% | +58.5% | 0.026% | |
| 4/29/2025 | Elite Financial Inc. | 976 | $66K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 80,978 | $5.53M | 0.1% | +50.8% | 0.206% | |
| 4/28/2025 | Mutual Advisors LLC | 4,144 | $269K | 0.0% | -43.2% | 0.011% | |
| 4/28/2025 | Private Trust Co. NA | 431 | $29K | 0.0% | N/A | 0.001% | |
| 4/28/2025 | Arlington Trust Co LLC | 1,400 | $96K | 0.0% | N/A | 0.004% | |
| 4/25/2025 | Smith Salley Wealth Management | 43,874 | $3.00M | 0.2% | +0.7% | 0.111% | |
| 4/25/2025 | Spinnaker Trust | 81,327 | $5.56M | 0.4% | +12.3% | 0.207% | |
| 4/25/2025 | Buttonwood Financial Advisors Inc. | 181,826 | $12.42M | 5.5% | +1.8% | 0.462% | |
Strait of Hormuz = $100 Oil? (Ad) Dow Drops 540 Points, Oil Soars
Middle East conflict sends markets plunging, oil jumping 8.5%. Investors flee to gold, but Marc's found a better crisis hedge - monthly income from oil, not stocks. Full details to learn more here |
| 4/25/2025 | Wealthstar Advisors LLC | 10,431 | $713K | 0.3% | +3.6% | 0.027% | |
| 4/25/2025 | Essex Financial Services Inc. | 8,688 | $594K | 0.0% | +87.2% | 0.022% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 3,357 | $229K | 0.0% | -9.2% | 0.009% | |
| 4/25/2025 | Sovran Advisors LLC | 5,043 | $320K | 0.0% | +32.6% | 0.013% | |
| 4/24/2025 | Elevated Capital Advisors LLC | 3,685 | $252K | 0.1% | -11.8% | 0.009% | |
| 4/24/2025 | Mascoma Wealth Management LLC | 9,034 | $617K | 0.2% | -5.7% | 0.023% | |
| 4/24/2025 | Centerline Wealth Advisors LLC | 127,172 | $8.69M | 5.2% | +2.4% | 0.323% | |
| 4/23/2025 | LifeSteps Financial Inc. | 7,737 | $529K | 0.4% | -2.3% | 0.020% | |
| 4/23/2025 | Aspetuck Financial Management LLC | 25,529 | $1.74M | 1.5% | N/A | 0.065% | |
| 4/23/2025 | Spire Wealth Management | 10,924 | $746K | 0.0% | -1.9% | 0.028% | |
