| 5/18/2026 | Royal Bank of Canada | 2,015 | $82K | 0.0% | +101.5% | 0.050% | |
| 5/1/2026 | Fifth Third Bancorp | 4,163 | $170K | 0.0% | N/A | 0.104% | |
| 4/24/2026 | Cassia Capital Partners LLC | 83,404 | $3.41M | 1.8% | +2.9% | 2.085% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 7,012 | $280K | 0.0% | N/A | 0.159% | |
| 2/18/2026 | NewEdge Advisors LLC | 4,104 | $164K | 0.0% | +19.8% | 0.093% | |
| 2/13/2026 | Kestra Advisory Services LLC | 12,326 | $493K | 0.0% | +16.2% | 0.280% | |
| 2/12/2026 | Jane Street Group LLC | 10,341 | $413K | 0.0% | -56.5% | 0.235% | |
| 2/11/2026 | LPL Financial LLC | 16,941 | $677K | 0.0% | +37.4% | 0.385% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 864,601 | $34.55M | 0.0% | -18.4% | 19.650% | |
| 2/10/2026 | Black Swift Group LLC | 101,395 | $4.05M | 0.7% | -35.3% | 2.304% | |
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| 1/26/2026 | CWM LLC | 12,331 | $493K | 0.0% | +21.8% | 0.280% | |
| 1/16/2026 | Cassia Capital Partners LLC | 81,031 | $3.24M | 1.8% | -10.1% | 1.884% | |
| 1/12/2026 | Heartwood Wealth Advisors LLC | 559,170 | $22.35M | 2.1% | +0.4% | 12.708% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 25,106 | $1.05M | 0.0% | -15.8% | 0.571% | |
| 11/17/2025 | NewEdge Advisors LLC | 3,426 | $134K | 0.0% | N/A | 0.073% | |
| 11/17/2025 | Susquehanna International Group LLP | 20,652 | $806K | 0.0% | +100.3% | 0.439% | |
| 11/17/2025 | Flow Traders U.S. LLC | 44,394 | $1.73M | 0.1% | +144.2% | 0.945% | |
| 11/17/2025 | Citadel Advisors LLC | 34,346 | $1.34M | 0.0% | +433.7% | 0.731% | |
| 11/14/2025 | Raymond James Financial Inc. | 273,901 | $10.69M | 0.0% | +4.8% | 5.828% | |
| 11/13/2025 | Black Swift Group LLC | 156,655 | $6.11M | 1.1% | +13.6% | 3.333% | |
| 11/3/2025 | Retirement Planning Co of New England Inc. | 6,320 | $247K | 0.1% | -11.2% | 0.134% | |
| 10/28/2025 | Cassia Capital Partners LLC | 90,166 | $3.52M | 1.9% | -0.5% | 1.918% | |
| 10/6/2025 | Heartwood Wealth Advisors LLC | 556,879 | $21.72M | 2.0% | +1.0% | 11.602% | |
| 8/15/2025 | Bank of America Corp DE | 2,365 | $85K | 0.0% | -87.0% | 0.048% | |
| 8/15/2025 | Ameriprise Financial Inc. | 8,009 | $289K | 0.0% | -5.9% | 0.163% | |
| 8/14/2025 | Jane Street Group LLC | 25,152 | $907K | 0.0% | -19.1% | 0.513% | |
| 8/14/2025 | Raymond James Financial Inc. | 261,438 | $9.43M | 0.0% | +10.2% | 5.335% | |
| 8/13/2025 | Flow Traders U.S. LLC | 18,177 | $656K | 0.0% | N/A | 0.371% | |
| 8/8/2025 | Glassman Wealth Services | 1,354 | $49K | 0.0% | +128.3% | 0.028% | |
| 8/6/2025 | Black Swift Group LLC | 137,955 | $4.98M | 1.0% | +0.5% | 2.844% | |
| 8/1/2025 | Private Wealth Partners LLC | 6,000 | $216K | 0.0% | N/A | 0.124% | |
| 7/15/2025 | Cassia Capital Partners LLC | 90,597 | $3.27M | 2.0% | -4.6% | 1.858% | |
| 7/8/2025 | Heartwood Wealth Advisors LLC | 551,464 | $19.90M | 2.1% | +1.3% | 11.312% | |
| 5/19/2025 | Jane Street Group LLC | 31,072 | $922K | 0.0% | N/A | 0.624% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,072,169 | $31.82M | 0.0% | +0.6% | 21.993% | |
| 5/14/2025 | Comerica Bank | 4,641 | $138K | 0.0% | -8.3% | 0.093% | |
| 5/13/2025 | Raymond James Financial Inc. | 237,228 | $7.04M | 0.0% | +70.0% | 4.764% | |
| 5/8/2025 | Harbour Investments Inc. | 2,528 | $75K | 0.0% | +80.7% | 0.049% | |
| 5/6/2025 | Black Swift Group LLC | 137,320 | $4.08M | 0.9% | N/A | 2.651% | |
| 5/1/2025 | CWM LLC | 10,132 | $301K | 0.0% | +14.1% | 0.196% | |
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| 4/22/2025 | Cassia Capital Partners LLC | 94,998 | $2.82M | 1.8% | +1.4% | 1.834% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 544,568 | $16.16M | 1.8% | -7.8% | 10.513% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 203,055 | $6.03M | 0.1% | N/A | 3.920% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 30,125 | $973K | 0.0% | -6.9% | 0.603% | |
| 2/17/2025 | Citadel Advisors LLC | 38,641 | $1.25M | 0.0% | N/A | 0.633% | |
| 2/17/2025 | Ameriprise Financial Inc. | 7,013 | $227K | 0.0% | N/A | 0.115% | |
| 2/14/2025 | Susquehanna International Group LLP | 73,581 | $2.38M | 0.0% | +83.0% | 1.206% | |
| 2/14/2025 | TD Waterhouse Canada Inc. | 8,739 | $282K | 0.0% | -67.0% | 0.143% | |
| 2/13/2025 | Raymond James Financial Inc. | 139,562 | $4.51M | 0.0% | N/A | 2.288% | |
| 2/11/2025 | LPL Financial LLC | 13,500 | $436K | 0.0% | -9.0% | 0.221% | |
| 2/10/2025 | Retirement Planning Co of New England Inc. | 7,225 | $233K | 0.1% | -4.8% | 0.118% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 11,448 | $370K | 0.0% | -4.4% | 0.188% | |
| 2/6/2025 | Raymond James Financial Inc. | 139,562 | $4.51M | 0.0% | N/A | 2.288% | |
| 2/3/2025 | Private Wealth Partners LLC | 13,000 | $420K | 0.0% | N/A | 0.213% | |
| 1/27/2025 | Cassia Capital Partners LLC | 93,648 | $3.03M | 1.9% | -2.8% | 1.535% | |
| 1/10/2025 | Heartwood Wealth Advisors LLC | 590,836 | $19.09M | 2.1% | +0.9% | 9.686% | |
| 11/15/2024 | Jane Street Group LLC | 92,715 | $2.82M | 0.0% | +953.2% | 1.520% | |
| 11/14/2024 | Flow Traders U.S. LLC | 28,448 | $866K | 0.0% | N/A | 0.466% | |
| 10/21/2024 | Cassia Capital Partners LLC | 96,307 | $2.93M | 1.9% | -1.0% | 1.579% | |
| 10/8/2024 | CWM LLC | 8,738 | $266K | 0.0% | -14.8% | 0.143% | |
| 10/8/2024 | Heartwood Wealth Advisors LLC | 585,662 | $17.83M | 2.0% | +1.2% | 9.601% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 12,741 | $382K | 0.0% | +22.0% | 0.209% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 32,342 | $969K | 0.0% | +23.3% | 0.530% | |
| 7/10/2024 | CWM LLC | 10,260 | $307K | 0.0% | +3.4% | 0.168% | |
| 5/17/2024 | Comerica Bank | 5,060 | $149K | 0.0% | +15.6% | 0.083% | |
| 5/7/2024 | Retirement Planning Co of New England Inc. | 7,721 | $227K | 0.1% | -4.7% | 0.127% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 328,235 | $9.67M | 0.0% | +24.1% | 5.381% | |
| 4/22/2024 | Cassia Capital Partners LLC | 100,323 | $2.95M | 2.0% | +34.0% | 1.645% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 26,229 | $772K | 0.0% | +114.0% | 0.430% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 574,516 | $16.92M | 2.1% | +24.8% | 5.633% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 1,187,467 | $33.21M | 0.0% | -29.5% | 11.642% | |
| 2/1/2024 | CWM LLC | 8,857 | $247K | 0.0% | +44.2% | 0.087% | |
| 1/29/2024 | Cassia Capital Partners LLC | 74,885 | $2.09M | 1.7% | N/A | 0.734% | |
| 1/17/2024 | Heartwood Wealth Advisors LLC | 460,515 | $12.84M | 1.7% | N/A | 4.515% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 264,583 | $7.37M | 0.0% | +42.8% | 2.594% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 185,265 | $4.37M | 0.0% | +120.9% | 1.816% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 15,121 | $356K | 0.0% | -27.4% | 0.148% | |
| 10/11/2023 | CWM LLC | 6,144 | $145K | 0.0% | +233.6% | 0.060% | |
| 8/11/2023 | Retirement Planning Co of New England Inc. | 8,316 | $213K | 0.1% | N/A | 0.082% | |
| 8/3/2023 | CWM LLC | 1,842 | $47K | 0.0% | N/A | 0.018% | |
| 8/2/2023 | Bank of Montreal Can | 5,509 | $143K | 0.0% | N/A | 0.053% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 83,853 | $2.14M | 0.0% | +186.3% | 0.806% | |
| 3/6/2023 | OLD Mission Capital LLC | 46,288 | $968K | 0.0% | N/A | 0.445% | |
| 3/2/2023 | Oliver Lagore Vanvalin Investment Group | 17,545 | $367K | 0.2% | +15.9% | 0.169% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 55,298 | $1.16M | 0.0% | +1.2% | 0.522% | |
| 2/10/2023 | StoneX Group Inc. | 46,550 | $974K | 0.6% | N/A | 0.439% | |
| 2/9/2023 | HighTower Advisors LLC | 12,551 | $262K | 0.0% | N/A | 0.118% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 29,560 | $618K | 0.0% | N/A | 0.279% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 24,965 | $522K | 0.0% | +8.0% | 0.236% | |
| 1/31/2023 | AE Wealth Management LLC | 17,578 | $368K | 0.0% | +15.9% | 0.166% | |
Read this warning immediately (Ad) Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776.
One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift. Read Porter Stansberry's full breakdown and protect your wealth now |
| 11/15/2022 | Oliver Lagore Vanvalin Investment Group | 15,138 | $317K | 0.2% | -80.5% | 0.152% | |
| 11/15/2022 | Flow Traders U.S. LLC | 10,768 | $226K | 0.0% | -62.4% | 0.108% | |
| 10/25/2022 | AE Wealth Management LLC | 15,171 | $318K | 0.0% | -80.4% | 0.152% | |
| 8/16/2022 | Oliver Lagore Vanvalin Investment Group | 77,752 | $1.78M | 1.0% | +13,493.0% | 0.755% | |
| 8/15/2022 | Atria Wealth Solutions Inc. | 55,080 | $1.26M | 0.0% | +27.7% | 0.535% | |
| 8/13/2022 | Flow Traders U.S. LLC | 28,618 | $657K | 0.0% | +71.8% | 0.278% | |
| 8/8/2022 | Berger Financial Group Inc | 560,959 | $12.87M | 1.9% | -1.7% | 5.446% | |
| 8/3/2022 | Waldron Private Wealth LLC | 13,425 | $308K | 0.0% | +72.1% | 0.130% | |
| 8/3/2022 | AE Wealth Management LLC | 77,580 | $1.78M | 0.0% | N/A | 0.753% | |
| 7/27/2022 | StoneX Group Inc. | 12,773 | $293K | 0.1% | -96.1% | 0.124% | |