6/27/2025 | Goldman Sachs Group Inc. | 104,815 | $7.40M | 0.0% | +4.8% | 1.240% | |
5/20/2025 | Focus Partners Wealth | 3,099 | $219K | 0.0% | -43.7% | 0.036% | |
5/20/2025 | Strive Asset Management LLC | 2,846 | $201K | 0.1% | -27.9% | 0.033% | |
5/16/2025 | Goldman Sachs Group Inc. | 104,815 | $7.40M | 0.0% | +4.8% | 1.219% | |
5/16/2025 | Jones Financial Companies Lllp | 13,649 | $963K | 0.0% | -55.8% | 0.159% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 4,803 | $339K | 0.1% | +4.4% | 0.056% | |
5/15/2025 | Royal Bank of Canada | 101,984 | $7.20M | 0.0% | +0.3% | 1.186% | |
5/14/2025 | Capital Analysts LLC | 932 | $66K | 0.0% | -40.8% | 0.011% | |
5/13/2025 | Raymond James Financial Inc. | 61,609 | $4.35M | 0.0% | -9.5% | 0.716% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 3,034 | $214K | 0.0% | N/A | 0.035% | |
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5/13/2025 | HighTower Advisors LLC | 13,377 | $944K | 0.0% | -2.0% | 0.156% | |
5/9/2025 | Liberty Wealth Management LLC | 12,013 | $848K | 0.0% | N/A | 0.140% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,281 | $90K | 0.0% | +20.3% | 0.015% | |
5/7/2025 | Patten & Patten Inc. TN | 26,653 | $1.88M | 0.1% | -1.4% | 0.310% | |
5/7/2025 | LPL Financial LLC | 119,866 | $8.46M | 0.0% | +47.6% | 1.394% | |
5/7/2025 | Texas Yale Capital Corp. | 12,930 | $912K | 0.0% | -3.7% | 0.150% | |
5/5/2025 | IFP Advisors Inc | 944 | $67K | 0.0% | +231.2% | 0.011% | |
5/1/2025 | Family Firm Inc. | 9,691 | $684K | 0.2% | -3.6% | 0.113% | |
4/30/2025 | Axxcess Wealth Management LLC | 7,030 | $496K | 0.0% | +40.6% | 0.082% | |
4/30/2025 | Stratos Wealth Advisors LLC | 3,286 | $232K | 0.0% | -61.3% | 0.038% | |
4/30/2025 | Brown Advisory Inc. | 91,067 | $6.43M | 0.0% | -1.0% | 1.059% | |
4/29/2025 | Envestnet Asset Management Inc. | 8,395 | $592K | 0.0% | -22.4% | 0.092% | |
4/29/2025 | Wayfinding Financial LLC | 675 | $47K | 0.0% | N/A | 0.007% | |
4/28/2025 | Arlington Trust Co LLC | 450 | $32K | 0.0% | N/A | 0.005% | |
4/25/2025 | Guardian Asset Advisors LLC | 2,946 | $208K | 0.1% | -16.2% | 0.032% | |
4/22/2025 | Garde Capital Inc. | 657 | $46K | 0.0% | N/A | 0.007% | |
4/21/2025 | Institute for Wealth Management LLC. | 11,283 | $796K | 0.1% | +2.6% | 0.124% | |
4/17/2025 | Janney Montgomery Scott LLC | 7,251 | $512K | 0.0% | +8.2% | 0.080% | |
4/17/2025 | Arkansas Financial Group Inc. | 6,713 | $474K | 0.1% | -3.0% | 0.074% | |
4/17/2025 | Massachusetts Wealth Management | 15,395 | $1.09M | 0.7% | +6.5% | 0.169% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 4,697 | $331K | 0.0% | -9.3% | 0.052% | |
4/9/2025 | NBC Securities Inc. | 427 | $30K | 0.0% | N/A | 0.005% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,298 | $282K | 0.0% | +32.9% | 0.049% | |
2/18/2025 | Sunbelt Securities Inc. | 3,702 | $242K | 0.0% | N/A | 0.037% | |
2/17/2025 | Two Sigma Investments LP | 67,400 | $4.43M | 0.0% | N/A | 0.667% | |
2/17/2025 | Stonebrook Private Inc. | 4,219 | $277K | 0.1% | N/A | 0.042% | |
2/17/2025 | Strive Asset Management LLC | 3,949 | $260K | 0.2% | N/A | 0.039% | |
2/17/2025 | Focus Partners Wealth | 5,509 | $362K | 0.0% | N/A | 0.055% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 6,040 | $397K | 0.0% | N/A | 0.060% | |
2/17/2025 | Cetera Investment Advisers | 11,848 | $779K | 0.0% | -1.2% | 0.117% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
2/17/2025 | Captrust Financial Advisors | 5,025 | $330K | 0.0% | +3.5% | 0.050% | |
2/17/2025 | Citadel Advisors LLC | 18,708 | $1.23M | 0.0% | +265.7% | 0.185% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,327 | $219K | 0.0% | N/A | 0.033% | |
2/17/2025 | Ameriprise Financial Inc. | 5,230 | $344K | 0.0% | +22.7% | 0.052% | |
2/14/2025 | Comerica Bank | 2,466 | $162K | 0.0% | +23.1% | 0.024% | |
2/14/2025 | Beacon Pointe Advisors LLC | 20,485 | $1.35M | 0.0% | +2.0% | 0.203% | |
2/14/2025 | Capital Analysts LLC | 1,575 | $104K | 0.0% | +41.8% | 0.016% | |
2/14/2025 | Integrated Wealth Concepts LLC | 13,931 | $916K | 0.0% | -7.7% | 0.138% | |
2/14/2025 | Canal Capital Management LLC | 20,504 | $1.35M | 0.2% | N/A | 0.203% | |
2/14/2025 | Stifel Financial Corp | 9,555 | $628K | 0.0% | N/A | 0.095% | |
2/14/2025 | TD Waterhouse Canada Inc. | 645 | $42K | 0.0% | -92.8% | 0.006% | |
2/13/2025 | NewEdge Advisors LLC | 2,186 | $144K | 0.0% | -27.5% | 0.022% | |
2/13/2025 | Mariner LLC | 27,153 | $1.78M | 0.0% | -4.6% | 0.269% | |
2/13/2025 | Scotia Capital Inc. | 4,123 | $271K | 0.0% | N/A | 0.041% | |
2/13/2025 | Kraft Davis & Associates LLC | 3,558 | $251K | 0.1% | -87.4% | 0.035% | |
2/13/2025 | Raymond James Financial Inc. | 68,051 | $4.47M | 0.0% | N/A | 0.674% | |
2/13/2025 | Advisory Services Network LLC | 4,439 | $292K | 0.0% | +7.1% | 0.044% | |
2/13/2025 | Bank of Montreal Can | 12,926 | $849K | 0.0% | +134.4% | 0.128% | |
2/13/2025 | Peapack Gladstone Financial Corp | 37,562 | $2.47M | 0.0% | -7.3% | 0.372% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,824 | $711K | 0.0% | -19.4% | 0.107% | |
2/13/2025 | Wells Fargo & Company MN | 59,880 | $3.94M | 0.0% | -2.4% | 0.593% | |
2/12/2025 | Orion Portfolio Solutions LLC | 10,465 | $688K | 0.0% | +3.2% | 0.104% | |
2/12/2025 | JPMorgan Chase & Co. | 188,567 | $12.39M | 0.0% | +2,176.8% | 1.867% | |
2/11/2025 | Woodmont Investment Counsel LLC | 5,574 | $366K | 0.0% | N/A | 0.055% | |
2/11/2025 | LPL Financial LLC | 81,188 | $5.34M | 0.0% | -10.2% | 0.804% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 2,490 | $164K | 0.1% | N/A | 0.025% | |
2/10/2025 | Thrivent Financial for Lutherans | 33,916 | $2.23M | 0.0% | +4.3% | 0.336% | |
2/10/2025 | Axxcess Wealth Management LLC | 5,001 | $329K | 0.0% | +47.3% | 0.050% | |
2/10/2025 | Patten & Patten Inc. TN | 27,018 | $1.78M | 0.1% | +4.7% | 0.268% | |
2/10/2025 | Atala Financial Inc | 378 | $25K | 0.0% | N/A | 0.004% | |
2/10/2025 | Commonwealth Equity Services LLC | 40,248 | $2.65M | 0.0% | +5.5% | 0.398% | |
2/7/2025 | Sequoia Financial Advisors LLC | 3,433 | $226K | 0.0% | +19.1% | 0.034% | |
2/7/2025 | HighTower Advisors LLC | 13,653 | $897K | 0.0% | +1.9% | 0.135% | |
2/6/2025 | One Capital Management LLC | 29,526 | $1.94M | 0.1% | +14.7% | 0.292% | |
2/6/2025 | Raymond James Financial Inc. | 68,051 | $4.47M | 0.0% | N/A | 0.674% | |
2/6/2025 | Jones Financial Companies Lllp | 30,913 | $2.03M | 0.0% | +74.6% | 0.306% | |
2/5/2025 | Fisher Asset Management LLC | 3,226,694 | $212.06M | 0.1% | -3.7% | 31.947% | |
2/5/2025 | Sabal Trust CO | 7,461 | $490K | 0.0% | N/A | 0.074% | |
2/4/2025 | Commonwealth Retirement Investments LLC | 8,157 | $536K | 0.2% | N/A | 0.081% | |
2/4/2025 | Union Bancaire Privee UBP SA | 660 | $42K | 0.0% | N/A | 0.007% | |
2/3/2025 | Private Advisor Group LLC | 4,753 | $312K | 0.0% | -23.4% | 0.047% | |
1/31/2025 | Truist Financial Corp | 11,246 | $739K | 0.0% | +46.6% | 0.111% | |
1/30/2025 | Allworth Financial LP | 1,430 | $95K | 0.0% | -22.8% | 0.014% | |
1/30/2025 | Strategic Financial Concepts LLC | 19,968 | $1.31M | 0.0% | N/A | 0.198% | |
1/30/2025 | Guardian Asset Advisors LLC | 3,514 | $231K | 0.1% | -4.3% | 0.035% | |
1/28/2025 | Strategic Financial Concepts LLC | 19,968 | $1.31M | 0.0% | N/A | 0.198% | |
1/27/2025 | Stratos Wealth Advisors LLC | 8,500 | $559K | 0.0% | +140.3% | 0.084% | |
1/27/2025 | Welch Group LLC | 4,358 | $285K | 0.0% | N/A | 0.043% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 5,372 | $353K | 0.0% | -9.5% | 0.053% | |
1/24/2025 | Spire Wealth Management | 4,568 | $300K | 0.0% | +24.7% | 0.045% | |
I was wrong about Trump (Ad) I made a mistake.
A mistake I feel very foolish about.
After speaking with Donald Trump and some of his advisors, I believed him.
I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years.
But I was wrong. Let me show you exactly what we’re doing to prepare. |
1/22/2025 | Union Bancaire Privee UBP SA | 660 | $42K | 0.0% | N/A | 0.007% | |
1/21/2025 | Grimes & Company Inc. | 14,715 | $967K | 0.0% | N/A | 0.146% | |
1/17/2025 | Arkansas Financial Group Inc. | 6,923 | $455K | 0.1% | -20.1% | 0.069% | |
1/17/2025 | Janney Montgomery Scott LLC | 6,699 | $440K | 0.0% | +4.1% | 0.066% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 5,178 | $340K | 0.0% | +15.0% | 0.051% | |
1/13/2025 | Pallas Capital Advisors LLC | 58,258 | $3.83M | 0.2% | N/A | 0.577% | |
1/13/2025 | Capital Investment Advisors LLC | 5,386 | $354K | 0.0% | +48.2% | 0.053% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 3,589 | $253K | 0.0% | +11.0% | 0.036% | |
12/26/2024 | JPMorgan Chase & Co. | 8,282 | $585K | 0.0% | -30.8% | 0.082% | |
11/26/2024 | Peapack Gladstone Financial Corp | 40,507 | $2.86M | 0.0% | -2.1% | 0.401% | |