5/21/2025 | Geneos Wealth Management Inc. | 900 | $54K | 0.0% | +200.0% | 0.018% | |
5/19/2025 | Jane Street Group LLC | 296,679 | $17.66M | 0.0% | +236.6% | 6.055% | |
5/15/2025 | OLD Mission Capital LLC | 131,144 | $7.81M | 0.1% | +43.6% | 2.676% | |
5/14/2025 | Jane Street Group LLC | 296,679 | $17.66M | 0.0% | +236.6% | 6.055% | |
5/13/2025 | Cresset Asset Management LLC | 5,723 | $341K | 0.0% | +50.0% | 0.117% | |
5/9/2025 | Atria Wealth Solutions Inc. | 28,223 | $1.68M | 0.0% | +284.5% | 0.576% | |
5/9/2025 | Haven Private LLC | 21,242 | $1.27M | 0.7% | +22.4% | 0.434% | |
5/9/2025 | PNC Financial Services Group Inc. | 54,237 | $3.23M | 0.0% | -22.6% | 1.107% | |
5/7/2025 | LPL Financial LLC | 127,651 | $7.60M | 0.0% | -22.4% | 2.605% | |
5/7/2025 | Drive Wealth Management LLC | 3,769 | $224K | 0.1% | N/A | 0.077% | |
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5/6/2025 | Cetera Investment Advisers | 32,655 | $1.94M | 0.0% | +3.8% | 0.666% | |
5/6/2025 | Avantax Advisory Services Inc. | 19,960 | $1.19M | 0.0% | N/A | 0.407% | |
5/5/2025 | OneAscent Financial Services LLC | 4,790 | $285K | 0.0% | +6.3% | 0.098% | |
5/5/2025 | Private Advisor Group LLC | 3,715 | $221K | 0.0% | -16.3% | 0.076% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 13,280 | $791K | 0.0% | -64.8% | 0.271% | |
5/2/2025 | Larson Financial Group LLC | 28,194 | $1.68M | 0.1% | +6.0% | 0.575% | |
5/2/2025 | Sigma Planning Corp | 4,278 | $255K | 0.0% | N/A | 0.087% | |
5/1/2025 | CWM LLC | 720 | $43K | 0.0% | N/A | 0.015% | |
4/30/2025 | tru Independence LLC | 57,068 | $3.40M | 1.1% | N/A | 1.165% | |
4/29/2025 | Envestnet Asset Management Inc. | 12,533 | $746K | 0.0% | -23.7% | 0.243% | |
4/28/2025 | Clear Creek Financial Management LLC | 9,459 | $563K | 0.1% | -4.1% | 0.184% | |
4/25/2025 | Valley National Advisers Inc. | 569 | $33K | 0.0% | -44.1% | 0.011% | |
4/25/2025 | Sovran Advisors LLC | 3,457 | $216K | 0.0% | -6.7% | 0.067% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,569 | $1.17M | 0.0% | -4.7% | 0.380% | |
4/22/2025 | WealthCare Investment Partners LLC | 41,430 | $2.62M | 1.1% | -11.9% | 0.804% | |
4/21/2025 | Osborne Partners Capital Management LLC | 232,797 | $13.86M | 0.8% | +2.7% | 4.520% | |
4/16/2025 | Aubrey Capital Management Ltd | 13,955 | $831K | 0.3% | -42.5% | 0.271% | |
4/14/2025 | Kraematon Investment Advisors Inc. | 35,788 | $2.13M | 2.2% | +1.9% | 0.695% | |
4/9/2025 | Merit Financial Group LLC | 13,845 | $824K | 0.0% | +18.2% | 0.269% | |
2/24/2025 | Ameriflex Group Inc. | 823 | $51K | 0.0% | N/A | 0.019% | |
2/17/2025 | WBI Investments LLC | 6,732 | $434K | 0.1% | +9.1% | 0.153% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 3,867 | $249K | 0.0% | N/A | 0.088% | |
2/17/2025 | CoreCap Advisors LLC | 582 | $37K | 0.0% | N/A | 0.013% | |
2/17/2025 | Cresset Asset Management LLC | 3,816 | $246K | 0.0% | -30.2% | 0.087% | |
2/17/2025 | Cetera Investment Advisers | 31,474 | $2.03M | 0.0% | -1.7% | 0.715% | |
2/17/2025 | Citadel Advisors LLC | 15,541 | $1.00M | 0.0% | N/A | 0.353% | |
2/17/2025 | Bank of America Corp DE | 161,258 | $10.39M | 0.0% | +16.5% | 3.665% | |
2/17/2025 | Ameriprise Financial Inc. | 13,034 | $840K | 0.0% | +89.0% | 0.296% | |
2/14/2025 | Jane Street Group LLC | 88,138 | $5.68M | 0.0% | +234.8% | 2.003% | |
2/14/2025 | GG Group Ventures LLC | 10,733 | $692K | 0.9% | -8.1% | 0.244% | |
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2/14/2025 | Comerica Bank | 712 | $46K | 0.0% | -56.5% | 0.016% | |
2/14/2025 | Beacon Pointe Advisors LLC | 10,047 | $647K | 0.0% | -31.2% | 0.228% | |
2/13/2025 | Mariner LLC | 21,104 | $1.36M | 0.0% | -11.5% | 0.480% | |
2/13/2025 | Raymond James Financial Inc. | 45,288 | $2.92M | 0.0% | N/A | 1.029% | |
2/13/2025 | Envestnet Asset Management Inc. | 16,419 | $1.06M | 0.0% | +30.8% | 0.373% | |
2/13/2025 | Perennial Investment Advisors LLC | 3,262 | $210K | 0.0% | -74.1% | 0.074% | |
2/13/2025 | Wells Fargo & Company MN | 7,742 | $499K | 0.0% | +13,976.4% | 0.176% | |
2/12/2025 | OneAscent Financial Services LLC | 4,505 | $290K | 0.0% | N/A | 0.102% | |
2/12/2025 | OLD Mission Capital LLC | 91,354 | $5.89M | 0.1% | N/A | 2.076% | |
2/12/2025 | JPMorgan Chase & Co. | 866 | $56K | 0.0% | -83.7% | 0.020% | |
2/12/2025 | Graney & King LLC | 480 | $31K | 0.0% | N/A | 0.011% | |
2/11/2025 | LPL Financial LLC | 164,533 | $10.60M | 0.0% | +14.7% | 3.739% | |
2/10/2025 | Flagship Wealth Advisors LLC | 1,200 | $77K | 0.0% | N/A | 0.027% | |
2/10/2025 | Integras Partners LLC | 21,957 | $1.42M | 1.2% | N/A | 0.499% | |
2/10/2025 | Commonwealth Equity Services LLC | 49,730 | $3.20M | 0.0% | -2.6% | 1.130% | |
2/7/2025 | Larson Financial Group LLC | 26,608 | $1.71M | 0.1% | +14.7% | 0.605% | |
2/7/2025 | PNC Financial Services Group Inc. | 70,037 | $4.51M | 0.0% | -14.2% | 1.592% | |
2/7/2025 | Haven Private LLC | 17,361 | $1.12M | 0.6% | N/A | 0.395% | |
2/6/2025 | Raymond James Financial Inc. | 45,288 | $2.92M | 0.0% | N/A | 1.029% | |
2/6/2025 | Atria Investments Inc | 4,520 | $291K | 0.0% | +62.9% | 0.103% | |
2/3/2025 | WealthCare Investment Partners LLC | 47,028 | $3.11M | 1.4% | +22.2% | 1.069% | |
2/3/2025 | Private Advisor Group LLC | 4,440 | $286K | 0.0% | +33.4% | 0.101% | |
1/29/2025 | Sovran Advisors LLC | 3,707 | $230K | 0.0% | N/A | 0.084% | |
1/29/2025 | Aubrey Capital Management Ltd | 24,255 | $1.56M | 0.6% | -33.5% | 0.551% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 2,880 | $186K | 0.0% | +103.7% | 0.065% | |
1/24/2025 | Osborne Partners Capital Management LLC | 226,743 | $14.61M | 0.8% | -1.1% | 5.153% | |
1/24/2025 | Clear Creek Financial Management LLC | 9,863 | $635K | 0.1% | N/A | 0.224% | |
1/23/2025 | SteelPeak Wealth LLC | 24,499 | $1.58M | 0.1% | -12.7% | 0.557% | |
1/22/2025 | DHK Financial Advisors Inc. | 32,763 | $2.11M | 1.3% | -7.6% | 0.745% | |
1/21/2025 | Archford Capital Strategies LLC | 3,889 | $251K | 0.0% | N/A | 0.088% | |
1/17/2025 | Avior Wealth Management LLC | 8,502 | $548K | 0.0% | +47.8% | 0.193% | |
1/15/2025 | Merit Financial Group LLC | 11,714 | $755K | 0.0% | -28.1% | 0.266% | |
1/15/2025 | Kraematon Investment Advisors Inc. | 35,117 | $2.26M | 2.2% | +8.3% | 0.798% | |
12/26/2024 | JPMorgan Chase & Co. | 5,316 | $409K | 0.0% | -73.7% | 0.121% | |
11/22/2024 | Fulcrum Equity Management | 3,295 | $254K | 0.2% | N/A | 0.075% | |
11/18/2024 | GG Group Ventures LLC | 11,685 | $899K | 1.3% | N/A | 0.266% | |
11/15/2024 | MML Investors Services LLC | 8,514 | $655K | 0.0% | +2.0% | 0.194% | |
11/15/2024 | Jane Street Group LLC | 26,323 | $2.03M | 0.0% | -73.2% | 0.598% | |
11/12/2024 | Larson Financial Group LLC | 23,204 | $1.79M | 0.1% | +1,760.8% | 0.527% | |
11/12/2024 | Great Valley Advisor Group Inc. | 3,944 | $303K | 0.0% | +21.8% | 0.090% | |
11/8/2024 | Jennison Associates LLC | 97,057 | $7.47M | 0.0% | N/A | 2.206% | |
11/8/2024 | Avior Wealth Management LLC | 5,752 | $443K | 0.0% | -12.5% | 0.131% | |
11/8/2024 | PNC Financial Services Group Inc. | 81,637 | $6.28M | 0.0% | +0.2% | 1.855% | |
11/1/2024 | Atria Investments Inc | 2,775 | $214K | 0.0% | N/A | 0.063% | |
10/31/2024 | Beacon Harbor Wealth Advisors Inc. | 161,631 | $12.44M | 3.0% | -0.2% | 3.673% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,093 | $238K | 0.0% | N/A | 0.070% | |
10/25/2024 | SteelPeak Wealth LLC | 28,062 | $2.16M | 0.1% | +26.8% | 0.638% | |
10/24/2024 | Valley National Advisers Inc. | 1,018 | $78K | 0.0% | +78.0% | 0.023% | |
10/24/2024 | PFG Investments LLC | 2,890 | $222K | 0.0% | N/A | 0.066% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 1,900 | $148K | 0.0% | -93.9% | 0.043% | |
Washington Is Broke—and Eyeing Your Savings Next (Ad) Washington is running out of money…And guess where they'll look next?
When governments go broke, they take from the people.
It's happened before, and it's happening again.
The Department of Justice just admitted that cash isn't legally YOUR property. Get your free guide now by clicking here >> |
10/23/2024 | Osborne Partners Capital Management LLC | 229,320 | $17.65M | 1.0% | -5.8% | 5.212% | |
10/22/2024 | International Assets Investment Management LLC | 115,425 | $8.88M | 0.0% | N/A | 2.623% | |
10/22/2024 | Private Advisor Group LLC | 3,329 | $256K | 0.0% | +15.8% | 0.076% | |
10/18/2024 | Key Client Fiduciary Advisors LLC | 2,928 | $225K | 0.1% | N/A | 0.067% | |
10/18/2024 | Raymond James & Associates | 42,067 | $3.24M | 0.0% | -3.5% | 0.956% | |
10/16/2024 | Optimum Investment Advisors | 1,300 | $100K | 0.0% | N/A | 0.030% | |
10/8/2024 | WealthCare Investment Partners LLC | 38,496 | $2.82M | 1.2% | +94.3% | 0.875% | |
10/8/2024 | Ignite Planners LLC | 2,904 | $223K | 0.1% | -14.5% | 0.066% | |
8/22/2024 | Cetera Investment Advisers | 30,398 | $2.13M | 0.0% | +15.3% | 0.691% | |
8/14/2024 | Clear Point Advisors Inc. | 888 | $62K | 0.1% | N/A | 0.020% | |