8/1/2025 | Stuart Chaussee & Associates Inc. | 229,468 | $25.78M | 5.8% | 0.0% | 0.377% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 6,714 | $754K | 0.1% | -2.5% | 0.011% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 11,221 | $1.26M | 0.0% | -2.9% | 0.018% | |
8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 102,878 | $11.56M | 0.3% | -70.0% | 0.169% | |
8/1/2025 | Envestnet Asset Management Inc. | 356,584 | $40.06M | 0.0% | +62.2% | 0.586% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 5,833 | $655K | 0.3% | +10.1% | 0.010% | |
7/31/2025 | Leavell Investment Management Inc. | 4,985 | $560K | 0.0% | +7.3% | 0.008% | |
7/31/2025 | TSA Wealth Managment LLC | 6,047 | $679K | 0.2% | -10.1% | 0.010% | |
7/30/2025 | Paragon Advisors LLC | 37,958 | $4.26M | 1.1% | N/A | 0.062% | |
7/30/2025 | Strategic Blueprint LLC | 5,592 | $628K | 0.0% | -4.5% | 0.009% | |
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7/30/2025 | Silver Oak Wealth Advisors Services LLC | 1,800 | $202K | 0.1% | N/A | 0.003% | |
7/30/2025 | Clifford Swan Investment Counsel LLC | 13,500 | $1.52M | 0.1% | -10.0% | 0.022% | |
7/30/2025 | Capital Wealth Alliance LLC | 4,881 | $548K | 0.3% | -3.1% | 0.008% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 88,976 | $10.00M | 1.6% | +10.7% | 0.146% | |
7/30/2025 | Klingman & Associates LLC | 1,800 | $202K | 0.0% | N/A | 0.003% | |
7/30/2025 | Bogart Wealth LLC | 2,093 | $235K | 0.0% | +75.7% | 0.003% | |
7/29/2025 | Stephens Inc. AR | 23,172 | $2.60M | 0.0% | +1.3% | 0.038% | |
7/29/2025 | Calamos Wealth Management LLC | 2,100 | $236K | 0.0% | N/A | 0.003% | |
7/29/2025 | Chicago Partners Investment Group LLC | 1,782 | $204K | 0.0% | N/A | 0.003% | |
7/29/2025 | International Assets Investment Management LLC | 2,914 | $327K | 0.0% | -7.8% | 0.005% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 1,929,928 | $216.81M | 5.0% | +1.7% | 3.193% | |
7/29/2025 | Quotient Wealth Partners LLC | 8,875 | $997K | 0.0% | -6.9% | 0.015% | |
7/29/2025 | Stratos Wealth Partners LTD. | 8,127 | $913K | 0.0% | +3.8% | 0.013% | |
7/29/2025 | BXM Wealth LLC | 19,322 | $2.17M | 2.6% | -25.2% | 0.032% | |
7/29/2025 | Horst & Graben Wealth Management LLC | 5,679 | $638K | 0.1% | +41.4% | 0.009% | |
7/28/2025 | WealthPlan Investment Management LLC | 3,122 | $351K | 0.0% | N/A | 0.005% | |
7/28/2025 | Copia Wealth Management | 11,052 | $1.24M | 1.0% | -8.9% | 0.018% | |
7/28/2025 | Harbour Investments Inc. | 5,245 | $589K | 0.0% | +4.5% | 0.009% | |
7/28/2025 | Cypress Wealth Services LLC | 8,103 | $910K | 0.2% | -2.5% | 0.013% | |
7/28/2025 | Sagespring Wealth Partners LLC | 113,983 | $12.81M | 0.1% | -8.6% | 0.189% | |
7/25/2025 | Atria Wealth Solutions Inc. | 2,199 | $247K | 0.0% | -75.8% | 0.004% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,502 | $393K | 0.0% | +10.7% | 0.006% | |
7/25/2025 | MGO One Seven LLC | 2,412 | $271K | 0.0% | N/A | 0.004% | |
7/25/2025 | Prostatis Group LLC | 78,614 | $8.83M | 2.5% | +113.5% | 0.130% | |
7/25/2025 | CWM LLC | 64,617 | $7.26M | 0.0% | -1.1% | 0.107% | |
7/25/2025 | Concurrent Investment Advisors LLC | 4,959 | $557K | 0.0% | -10.2% | 0.008% | |
7/25/2025 | waypoint wealth counsel | 2,993 | $336K | 0.2% | -43.2% | 0.005% | |
7/25/2025 | Apollon Wealth Management LLC | 102,667 | $11.53M | 0.2% | +0.1% | 0.170% | |
7/24/2025 | Eastern Bank | 6,084 | $683K | 0.0% | -1.5% | 0.010% | |
7/24/2025 | Etesian Wealth Advisors Inc. | 5,372 | $603K | 0.2% | +2.8% | 0.009% | |
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. |
7/24/2025 | MA Private Wealth | 1,986 | $223K | 0.0% | N/A | 0.003% | |
7/24/2025 | Blair William & Co. IL | 5,387 | $605K | 0.0% | +117.7% | 0.009% | |
7/24/2025 | Capital Advisors Ltd. LLC | 325 | $37K | 0.0% | N/A | 0.001% | |
7/24/2025 | US Bancorp DE | 32,375 | $3.64M | 0.0% | +51.5% | 0.054% | |
7/23/2025 | Castle Rock Wealth Management LLC | 1,800 | $208K | 0.0% | N/A | 0.003% | |
7/23/2025 | Traphagen Investment Advisors LLC | 33,650 | $3.78M | 0.4% | +2.7% | 0.056% | |
7/23/2025 | SteelPeak Wealth LLC | 2,880 | $324K | 0.0% | -48.7% | 0.005% | |
7/22/2025 | Belpointe Asset Management LLC | 36,006 | $4.05M | 0.2% | -12.4% | 0.060% | |
7/22/2025 | Duncan Williams Asset Management LLC | 5,935 | $667K | 0.1% | N/A | 0.010% | |
7/22/2025 | Kickstand Ventures LLC. | 5,935 | $667K | 0.2% | -3.6% | 0.010% | |
7/22/2025 | Journey Beyond Wealth LLC | 33,132 | $3.72M | 3.1% | +21.7% | 0.055% | |
7/22/2025 | Apexium Financial LP | 24,174 | $2.72M | 0.1% | -48.8% | 0.040% | |
7/21/2025 | QRG Capital Management Inc. | 3,736 | $420K | 0.0% | N/A | 0.006% | |
7/21/2025 | Grassi Investment Management | 3,650 | $410K | 0.0% | -14.2% | 0.006% | |
7/21/2025 | Ascent Group LLC | 9,004 | $1.01M | 0.0% | -14.5% | 0.015% | |
7/21/2025 | Creative Capital Management Investments LLC | 252 | $28K | 0.0% | N/A | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,059 | $119K | 0.0% | N/A | 0.002% | |
7/18/2025 | EWA LLC | 1,929 | $217K | 0.1% | N/A | 0.003% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 1,800 | $202K | 0.0% | N/A | 0.003% | |
7/18/2025 | SOA Wealth Advisors LLC. | 5,636 | $633K | 0.1% | -2.4% | 0.009% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 1,045 | $117K | 0.0% | +120.5% | 0.002% | |
7/18/2025 | Consolidated Portfolio Review Corp | 3,429 | $385K | 0.1% | +8.1% | 0.006% | |
7/18/2025 | Truist Financial Corp | 159,278 | $17.89M | 0.0% | +62.5% | 0.264% | |
7/17/2025 | One Wealth Advisors LLC | 14,523 | $1.63M | 0.2% | +11.0% | 0.024% | |
7/17/2025 | Capital Investment Advisors LLC | 9,582 | $1.08M | 0.0% | +41.7% | 0.016% | |
7/17/2025 | HB Wealth Management LLC | 134,875 | $15.15M | 0.1% | -6.4% | 0.225% | |
7/17/2025 | Janney Montgomery Scott LLC | 188,571 | $21.18M | 0.1% | +0.5% | 0.315% | |
7/17/2025 | Campion Asset Management | 33,950 | $3.81M | 2.9% | -1.3% | 0.057% | |
7/17/2025 | Kelly Financial Services LLC | 2,516 | $283K | 0.1% | +9.5% | 0.004% | |
7/17/2025 | Vermillion Wealth Management Inc. | 1,488 | $167K | 0.1% | +69.1% | 0.002% | |
7/17/2025 | Keystone Global Partners LLC | 30,431 | $3.42M | 1.9% | -2.8% | 0.051% | |
7/16/2025 | CX Institutional | 1,273 | $143K | 0.0% | +327.2% | 0.002% | |
7/16/2025 | Perigon Wealth Management LLC | 21,161 | $2.38M | 0.1% | +11.5% | 0.035% | |
7/16/2025 | Magnus Financial Group LLC | 2,131 | $239K | 0.0% | N/A | 0.004% | |
7/16/2025 | Kennedy Investment Group | 5,678 | $638K | 0.3% | +3.6% | 0.009% | |
7/15/2025 | Accurate Wealth Management LLC | 3,776 | $427K | 0.1% | N/A | 0.006% | |
7/15/2025 | Sheets Smith Wealth Management | 33,560 | $3.77M | 0.4% | -1.6% | 0.056% | |
7/14/2025 | Clear Harbor Asset Management LLC | 2,064 | $232K | 0.0% | N/A | 0.003% | |
7/14/2025 | Southland Equity Partners LLC | 4,647 | $522K | 0.1% | -19.2% | 0.008% | |
7/14/2025 | Park Avenue Securities LLC | 21,820 | $2.45M | 0.0% | +129.2% | 0.036% | |
7/14/2025 | Sowell Financial Services LLC | 27,645 | $3.11M | 0.1% | -1.0% | 0.046% | |
7/11/2025 | Great Waters Wealth Management | 2,040 | $229K | 0.0% | N/A | 0.003% | |
7/11/2025 | CX Institutional | 1,273 | $143K | 0.0% | +327.2% | 0.002% | |
7/11/2025 | Shelton Wealth Management LLC | 21,889 | $2.46M | 1.2% | -1.0% | 0.037% | |
7/10/2025 | Legacy Financial Strategies LLC | 273,334 | $30.71M | 6.0% | +5.4% | 0.458% | |
7/10/2025 | Global Financial Private Client LLC | 2,592 | $291K | 0.1% | -75.3% | 0.004% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 25,154 | $2.85M | 0.0% | -33.1% | 0.042% | |
7/10/2025 | Wedmont Private Capital | 2,159 | $245K | 0.0% | N/A | 0.004% | |
7/10/2025 | Shira Ridge Wealth Management | 96,767 | $10.87M | 5.0% | +11.6% | 0.162% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 55,973 | $6.29M | 0.7% | -1.2% | 0.094% | |
The Altcoin That Could be Poised to Benefit Most from Trump’s Return (Ad) With Trump back in office, the crypto tide is turning fast. Regulation is easing. Momentum is building. And according to Weiss Ratings analyst Juan Villaverde, a major shift is coming.
Juan has nailed every major Bitcoin move since 2012—but right now, he says the biggest upside isn’t in BTC or ETH. It’s in a lesser-known altcoin he believes could become the “third pillar of crypto”… and potentially define America’s first true crypto presidency. See why Washington insiders are quietly buying this coin before it goes public. |
7/9/2025 | GEM Asset Management LLC | 2,016 | $227K | 0.1% | N/A | 0.003% | |
7/9/2025 | Beacon Financial Group | 9,094 | $1.02M | 0.1% | -2.1% | 0.015% | |
7/8/2025 | Everpar Advisors LLC | 4,285 | $481K | 0.2% | +27.6% | 0.007% | |
7/8/2025 | Northstar Advisory Group LLC | 50,918 | $5.72M | 2.8% | N/A | 0.085% | |
7/8/2025 | Webster Bank N. A. | 17,373 | $1.95M | 0.2% | -2.8% | 0.029% | |
6/5/2025 | Osterweis Capital Management Inc. | 6,418 | $582K | 0.0% | -32.2% | 0.011% | |
5/22/2025 | Rollins Financial Advisors LLC | 3,771 | $342K | 0.1% | N/A | 0.006% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,130 | $284K | 0.0% | -9.3% | 0.005% | |
5/20/2025 | Belpointe Asset Management LLC | 41,110 | $3.73M | 0.2% | -58.3% | 0.071% | |
5/19/2025 | SageView Advisory Group LLC | 2,589 | $235K | 0.0% | -13.5% | 0.004% | |