| 10/20/2026 | New England Private Wealth Advisors LLC | 12,573 | $1.02M | 0.1% | +2.9% | 0.572% | |
| 10/19/2026 | Highland Financial Advisors LLC | 44,198 | $3.58M | 0.8% | -4.8% | 2.009% | |
| 10/7/2026 | American National Bank & Trust | 492 | $40K | 0.0% | N/A | 0.021% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,989 | $157K | 0.0% | N/A | 0.077% | |
| 7/10/2026 | Highland Financial Advisors LLC | 46,412 | $3.66M | 0.8% | -81.5% | 1.785% | |
| 5/19/2026 | Bank of America Corp DE | 36,140 | $2.47M | 0.0% | -0.4% | 1.291% | |
| 5/13/2026 | Cetera Investment Advisers | 7,777 | $531K | 0.0% | -30.5% | 0.278% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,854 | $127K | 0.0% | N/A | 0.066% | |
| 5/1/2026 | Summa Corp. | 35,533 | $2.43M | 1.0% | +960.7% | 1.269% | |
| 4/28/2026 | Berger Financial Group Inc | 9,159 | $626K | 0.0% | -34.0% | 0.316% | |
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| 2/17/2026 | Cetera Investment Advisers | 11,194 | $818K | 0.0% | +33.4% | 0.373% | |
| 2/16/2026 | Barclays PLC | 5,362 | $392K | 0.0% | N/A | 0.179% | |
| 2/12/2026 | Jane Street Group LLC | 10,811 | $790K | 0.0% | -40.7% | 0.360% | |
| 2/11/2026 | Hughes Financial Services LLC | 43,075 | $3.15M | 0.5% | -1.7% | 1.436% | |
| 2/11/2026 | LPL Financial LLC | 7,967 | $582K | 0.0% | +10.5% | 0.266% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 1,369,289 | $100.10M | 0.0% | -20.6% | 45.643% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 18,421 | $1.35M | 0.0% | N/A | 0.614% | |
| 2/6/2026 | HighTower Advisors LLC | 18,631 | $1.36M | 0.0% | -2.4% | 0.621% | |
| 1/30/2026 | SOL Capital Management CO | 75,335 | $5.51M | 0.5% | -3.2% | 2.511% | |
| 1/27/2026 | Traphagen Investment Advisors LLC | 16,595 | $1.21M | 0.1% | -1.7% | 0.553% | |
| 1/23/2026 | Farther Finance Advisors LLC | 7,139 | $522K | 0.0% | +4.2% | 0.238% | |
| 1/23/2026 | Highland Financial Advisors LLC | 237,558 | $17.37M | 4.8% | +0.9% | 7.919% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,128 | $674K | 0.0% | +21.0% | 0.277% | |
| 11/17/2025 | Hughes Financial Services LLC | 43,841 | $3.28M | 0.5% | -9.3% | 1.329% | |
| 11/17/2025 | Flow Traders U.S. LLC | 21,166 | $1.56M | 0.1% | +253.9% | 0.641% | |
| 11/17/2025 | Citadel Advisors LLC | 23,692 | $1.75M | 0.0% | +280.2% | 0.718% | |
| 11/17/2025 | Bank of America Corp DE | 36,252 | $2.68M | 0.0% | +2.7% | 1.099% | |
| 11/14/2025 | Raymond James Financial Inc. | 18,078 | $1.34M | 0.0% | +2.1% | 0.548% | |
| 11/7/2025 | HighTower Advisors LLC | 19,083 | $1.41M | 0.0% | -1.8% | 0.578% | |
| 10/29/2025 | SOL Capital Management CO | 77,800 | $5.75M | 0.5% | -0.8% | 2.358% | |
| 10/27/2025 | Stephens Inc. AR | 16,246 | $1.20M | 0.0% | -2.8% | 0.492% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 14,518 | $1.07M | 0.0% | -8.5% | 0.440% | |
| 10/22/2025 | Highland Financial Advisors LLC | 235,480 | $17.39M | 5.0% | +2.6% | 7.136% | |
| 10/14/2025 | Berger Financial Group Inc | 13,837 | $1.02M | 0.1% | -6.8% | 0.419% | |
| 10/7/2025 | Traphagen Investment Advisors LLC | 16,877 | $1.25M | 0.1% | -9.4% | 0.511% | |
| 9/19/2025 | Watts Gwilliam & Co. LLC | 11,783 | $869K | 0.2% | -4.9% | 0.357% | |
| 8/14/2025 | Raymond James Financial Inc. | 17,703 | $1.19M | 0.0% | -9.1% | 0.536% | |
| 8/13/2025 | Flow Traders U.S. LLC | 5,981 | $403K | 0.0% | -77.4% | 0.181% | |
| 8/8/2025 | Cetera Investment Advisers | 4,652 | $313K | 0.0% | -22.0% | 0.143% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 12,397 | $849K | 0.1% | N/A | 0.381% | |
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| 8/7/2025 | Hughes Financial Services LLC | 48,343 | $3.30M | 0.6% | -91.1% | 1.487% | |
| 7/25/2025 | Summa Corp. | 3,350 | $226K | 0.1% | N/A | 0.103% | |
| 7/23/2025 | Traphagen Investment Advisors LLC | 18,633 | $1.26M | 0.1% | -6.0% | 0.573% | |
| 7/22/2025 | Berger Financial Group Inc | 14,843 | $1M | 0.1% | -11.0% | 0.457% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,849 | $461K | 0.0% | N/A | 0.211% | |
| 5/19/2025 | Jane Street Group LLC | 7,058 | $416K | 0.0% | -60.7% | 0.202% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,813,628 | $106.78M | 0.0% | -1.3% | 54.958% | |
| 5/14/2025 | Flow Traders U.S. LLC | 26,467 | $1.56M | 0.1% | -42.0% | 0.756% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 12,390 | $729K | 0.2% | -3.2% | 0.354% | |
| 5/13/2025 | HighTower Advisors LLC | 20,723 | $1.22M | 0.0% | -13.6% | 0.592% | |
| 5/12/2025 | Berger Financial Group Inc | 16,673 | $982K | 0.1% | -94.1% | 0.476% | |
| 5/6/2025 | Cetera Investment Advisers | 5,967 | $351K | 0.0% | -19.2% | 0.170% | |
| 5/1/2025 | Hughes Financial Services LLC | 542,532 | $31.99M | 6.3% | +0.7% | 15.501% | |
| 4/23/2025 | SOL Capital Management CO | 79,795 | $4.70M | 0.5% | +1.1% | 2.046% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 19,830 | $1.17M | 0.1% | -12.6% | 0.508% | |
| 4/8/2025 | Highland Financial Advisors LLC | 232,187 | $13.67M | 4.9% | -3.3% | 5.954% | |
| 2/17/2025 | Cetera Investment Advisers | 7,387 | $455K | 0.0% | +30.4% | 0.117% | |
| 2/17/2025 | Captrust Financial Advisors | 3,881 | $239K | 0.0% | -5.9% | 0.062% | |
| 2/17/2025 | Bank of America Corp DE | 36,328 | $2.24M | 0.0% | +1.3% | 0.577% | |
| 2/14/2025 | Jane Street Group LLC | 17,973 | $1.11M | 0.0% | +52.6% | 0.285% | |
| 2/14/2025 | Berger Financial Group Inc | 283,174 | $17.43M | 1.2% | +0.8% | 4.495% | |
| 2/14/2025 | Susquehanna International Group LLP | 25,280 | $1.56M | 0.0% | -54.3% | 0.401% | |
| 2/13/2025 | Raymond James Financial Inc. | 19,470 | $1.20M | 0.0% | N/A | 0.309% | |
| 2/12/2025 | IPG Investment Advisors LLC | 14,490 | $892K | 0.2% | N/A | 0.230% | |
| 2/12/2025 | Heritage Wealth Advisors | 507 | $31K | 0.0% | N/A | 0.008% | |
| 2/11/2025 | LPL Financial LLC | 7,396 | $455K | 0.0% | +6.0% | 0.117% | |
| 2/10/2025 | Hughes Financial Services LLC | 538,784 | $33.16M | 6.8% | N/A | 8.552% | |
| 2/7/2025 | HighTower Advisors LLC | 23,980 | $1.48M | 0.0% | +3.7% | 0.381% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 12,522 | $771K | 0.1% | +63.3% | 0.199% | |
| 2/6/2025 | Raymond James Financial Inc. | 19,470 | $1.20M | 0.0% | N/A | 0.309% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 458 | $28K | 0.0% | N/A | 0.007% | |
| 1/30/2025 | Highland Financial Advisors LLC | 240,051 | $14.77M | 5.1% | +0.7% | 3.810% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 27,177 | $1.67M | 0.1% | -17.7% | 0.431% | |
| 1/23/2025 | SOL Capital Management CO | 78,924 | $4.86M | 0.5% | -5.7% | 1.253% | |
| 1/17/2025 | Traphagen Investment Advisors LLC | 22,685 | $1.40M | 0.1% | -26.3% | 0.360% | |
| 11/15/2024 | Jane Street Group LLC | 11,778 | $719K | 0.0% | -58.6% | 0.187% | |
| 11/14/2024 | Flow Traders U.S. LLC | 28,955 | $1.77M | 0.1% | N/A | 0.460% | |
| 11/14/2024 | Captrust Financial Advisors | 4,124 | $252K | 0.0% | -40.6% | 0.065% | |
| 10/30/2024 | Highland Financial Advisors LLC | 238,368 | $14.55M | 5.2% | +7.2% | 3.784% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 33,005 | $2.01M | 0.1% | -65.5% | 0.524% | |
| 10/28/2024 | Stephens Inc. AR | 16,714 | $1.02M | 0.0% | -4.8% | 0.265% | |
| 10/22/2024 | SOL Capital Management CO | 83,710 | $5.11M | 0.6% | -2.6% | 1.329% | |
| 10/21/2024 | Traphagen Investment Advisors LLC | 30,781 | $1.88M | 0.2% | -28.7% | 0.489% | |
| 10/9/2024 | Watts Gwilliam & Co. LLC | 12,760 | $777K | 0.2% | N/A | 0.203% | |
| 10/4/2024 | HBW Advisory Services LLC | 2,101 | $128K | 0.0% | -97.7% | 0.033% | |
| 8/16/2024 | Susquehanna International Group LLP | 62,778 | $3.56M | 0.0% | -42.7% | 0.996% | |
| 8/8/2024 | New England Private Wealth Advisors LLC | 6,691 | $380K | 0.1% | N/A | 0.106% | |
| 7/23/2024 | SOL Capital Management CO | 85,969 | $4.88M | 0.6% | -4.7% | 1.365% | |
| 7/23/2024 | Traphagen Investment Advisors LLC | 43,159 | $2.45M | 0.3% | -30.5% | 0.685% | |
| 7/17/2024 | Highland Financial Advisors LLC | 222,414 | $12.62M | 4.7% | +14.7% | 3.530% | |
Bank of America: 'Digital Dollar Inevitable' (Ad) Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen.
Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch. Watch how to access the legal backdoor before it closes. |
| 7/5/2024 | HBW Advisory Services LLC | 91,107 | $5.17M | 0.9% | -2.8% | 1.446% | |
| 5/16/2024 | Jane Street Group LLC | 111,580 | $6.26M | 0.0% | -13.2% | 1.771% | |
| 5/2/2024 | Consolidated Planning Corp | 10,781 | $605K | 0.1% | -56.0% | 0.171% | |
| 4/24/2024 | SOL Capital Management CO | 90,197 | $5.06M | 0.6% | +1.8% | 1.432% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 2,021,017 | $106.25M | 0.0% | -3.5% | 29.290% | |
| 2/13/2024 | Goldman Sachs Group Inc. | 2,021,017 | $106.25M | 0.0% | -3.5% | 29.290% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 93,464 | $4.91M | 0.3% | +1.9% | 1.355% | |
| 2/7/2024 | Berger Financial Group Inc | 379,851 | $19.94M | 2.1% | +5.3% | 5.505% | |
| 2/5/2024 | Consolidated Planning Corp | 24,478 | $1.29M | 0.2% | -7.7% | 0.355% | |
| 1/29/2024 | Crestwood Advisors Group LLC | 22,613 | $1.19M | 0.0% | -4.2% | 0.328% | |