7/11/2025 | Farther Finance Advisors LLC | 4,679 | $321K | 0.0% | -5.3% | 0.018% | |
7/11/2025 | Mandatum Life Insurance Co Ltd | 155,637 | $10.69M | 2.8% | +24.1% | 0.596% | |
7/10/2025 | Security National Bank | 2,080 | $143K | 0.0% | N/A | 0.008% | |
7/9/2025 | Sapient Capital LLC | 8,317 | $571K | 0.0% | N/A | 0.032% | |
7/9/2025 | Balefire LLC | 8,494 | $584K | 0.1% | N/A | 0.033% | |
7/7/2025 | Kings Path Partners LLC | 586 | $40K | 0.0% | -47.6% | 0.002% | |
7/3/2025 | Garde Capital Inc. | 142,939 | $9.82M | 0.5% | +0.6% | 0.548% | |
5/20/2025 | Belpointe Asset Management LLC | 4,892 | $304K | 0.0% | N/A | 0.015% | |
5/20/2025 | Fortis Capital Advisors LLC | 4,886 | $304K | 0.1% | N/A | 0.015% | |
5/19/2025 | Jane Street Group LLC | 46,748 | $2.91M | 0.0% | +40.9% | 0.145% | |
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5/16/2025 | Jones Financial Companies Lllp | 29,743 | $1.85M | 0.0% | +16,064.7% | 0.092% | |
5/16/2025 | Amundi | 97,278 | $5.86M | 0.0% | +0.5% | 0.302% | |
5/15/2025 | Royal Bank of Canada | 50,433 | $3.14M | 0.0% | +122.8% | 0.157% | |
5/15/2025 | Vident Advisory LLC | 136,592 | $8.50M | 0.1% | -5.2% | 0.424% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,529 | $95K | 0.0% | -13.0% | 0.005% | |
5/13/2025 | Blue Edge Capital LLC | 120,714 | $7.51M | 1.2% | +3.7% | 0.375% | |
5/12/2025 | Invesco Ltd. | 3,594 | $224K | 0.0% | N/A | 0.011% | |
5/12/2025 | Atlas Capital Advisors Inc. | 32,504 | $2.02M | 0.3% | -11.9% | 0.101% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 1,000,970 | $62.30M | 0.0% | -20.8% | 3.109% | |
5/9/2025 | Smithfield Trust Co | 314,640 | $19.60M | 1.0% | +0.4% | 0.977% | |
5/7/2025 | LPL Financial LLC | 87,547 | $5.45M | 0.0% | +4.6% | 0.272% | |
5/7/2025 | Valley Wealth Managers Inc. | 164,788 | $10.26M | 0.8% | +8.7% | 0.512% | |
5/7/2025 | Denver PWM LLC | 35,060 | $2.18M | 0.8% | +15.1% | 0.109% | |
5/6/2025 | Assetmark Inc. | 1,106,609 | $68.88M | 0.2% | -3.0% | 3.437% | |
5/6/2025 | Cetera Investment Advisers | 446,776 | $27.81M | 0.1% | -7.5% | 1.388% | |
5/6/2025 | Richardson Financial Services Inc. | 21,567 | $1.34M | 1.0% | -5.1% | 0.067% | |
5/5/2025 | Edgemoor Investment Advisors Inc. | 5,310 | $330K | 0.0% | -50.0% | 0.016% | |
5/5/2025 | Csenge Advisory Group | 9,398 | $583K | 0.0% | -9.6% | 0.029% | |
5/5/2025 | Mandatum Life Insurance Co Ltd | 125,457 | $7.81M | 2.4% | +25.8% | 0.390% | |
5/2/2025 | PAX Financial Group LLC | 31,415 | $1.96M | 0.3% | -1.9% | 0.099% | |
5/2/2025 | Wealthfront Advisers LLC | 3,521 | $219K | 0.0% | -80.5% | 0.011% | |
5/1/2025 | FDx Advisors Inc. | 51,782 | $3.22M | 1.0% | -9.3% | 0.163% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 56,255 | $3.50M | 0.8% | N/A | 0.177% | |
4/30/2025 | Allworth Financial LP | 3,998 | $256K | 0.0% | +11.3% | 0.013% | |
4/30/2025 | Dogwood Wealth Management LLC | 34,954 | $2.18M | 1.1% | -3.2% | 0.110% | |
4/30/2025 | AlphaStar Capital Management LLC | 174,479 | $10.86M | 1.3% | +1,505.3% | 0.549% | |
4/29/2025 | Envestnet Asset Management Inc. | 639,877 | $39.83M | 0.0% | -7.7% | 2.012% | |
4/29/2025 | Compass Wealth Management LLC | 3,061 | $191K | 0.0% | -81.1% | 0.010% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,747 | $109K | 0.0% | +43,575.0% | 0.005% | |
4/29/2025 | OneDigital Investment Advisors LLC | 4,950 | $308K | 0.0% | -13.3% | 0.016% | |
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.
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4/28/2025 | Vontobel Holding Ltd. | 20,087 | $1.25M | 0.0% | -4.4% | 0.063% | |
4/25/2025 | Mather Group LLC. | 599,698 | $37.33M | 0.4% | -1.5% | 1.886% | |
4/25/2025 | Stonebridge Financial Group LLC | 402,749 | $25.07M | 2.7% | N/A | 1.267% | |
4/23/2025 | Bessemer Group Inc. | 168,639 | $10.50M | 0.0% | +19.1% | 0.530% | |
4/23/2025 | Family Legacy Inc. | 23,840 | $1.48M | 0.5% | -3.2% | 0.075% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 4,729 | $294K | 0.1% | -11.8% | 0.015% | |
4/22/2025 | LVZ Inc. | 28,555 | $1.78M | 0.2% | N/A | 0.090% | |
4/22/2025 | Garde Capital Inc. | 142,028 | $8.84M | 0.5% | -4.3% | 0.447% | |
4/22/2025 | ERTS Wealth Advisors LLC | 221,265 | $13.77M | 2.7% | -32.4% | 0.696% | |
4/21/2025 | Blue Trust Inc. | 7,240,026 | $450.62M | 5.8% | 0.0% | 22.767% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 46,121 | $2.87M | 0.1% | -1.6% | 0.145% | |
4/17/2025 | Columbus Macro LLC | 121,032 | $7.53M | 1.0% | +2.2% | 0.381% | |
4/15/2025 | Greenwood Capital Associates LLC | 156,840 | $9.76M | 1.3% | +3.1% | 0.493% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 17,579 | $1.09M | 0.1% | -1.3% | 0.055% | |
4/14/2025 | Millington Financial Advisors LLC | 29,242 | $1.75M | 1.1% | +1.6% | 0.092% | |
4/10/2025 | Presilium Private Wealth LLC | 51,416 | $3.20M | 0.7% | -22.6% | 0.160% | |
4/8/2025 | Global Financial Private Client LLC | 17,245 | $1.07M | 0.4% | +51.0% | 0.054% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,768 | $352K | 0.0% | N/A | 0.018% | |
3/4/2025 | Dogwood Wealth Management LLC | 36,098 | $2.21M | 1.2% | -1.7% | 0.114% | |
2/26/2025 | Yoffe Investment Management LLC | 9,199 | $562K | 0.8% | N/A | 0.029% | |
2/25/2025 | Garde Capital Inc. | 148,480 | $9.07M | 0.6% | -0.1% | 0.467% | |
2/17/2025 | Willis Johnson & Associates Inc. | 35,302 | $2.16M | 0.2% | +4.4% | 0.107% | |
2/17/2025 | Vident Advisory LLC | 144,131 | $8.81M | 0.2% | -3.2% | 0.438% | |
2/17/2025 | Lazard Asset Management LLC | 120,561 | $7.37M | 0.0% | -2.4% | 0.366% | |
2/17/2025 | Cetera Investment Advisers | 483,093 | $29.52M | 0.1% | -5.9% | 1.468% | |
2/17/2025 | Citadel Advisors LLC | 12,078 | $738K | 0.0% | N/A | 0.037% | |
2/17/2025 | Bank of America Corp DE | 274,948 | $16.80M | 0.0% | +73.9% | 0.836% | |
2/17/2025 | Ameriprise Financial Inc. | 8,575 | $524K | 0.0% | -26.2% | 0.026% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 5,570 | $340K | 0.0% | -33.0% | 0.017% | |
2/14/2025 | Jane Street Group LLC | 33,181 | $2.03M | 0.0% | N/A | 0.101% | |
2/14/2025 | Integrated Wealth Concepts LLC | 3,758 | $230K | 0.0% | +21.1% | 0.011% | |
2/14/2025 | Susquehanna International Group LLP | 58,258 | $3.56M | 0.0% | +31.9% | 0.177% | |
2/14/2025 | OneDigital Investment Advisors LLC | 5,707 | $349K | 0.0% | +75.1% | 0.017% | |
2/14/2025 | Stifel Financial Corp | 547,005 | $33.42M | 0.0% | +4.7% | 1.663% | |
2/14/2025 | GeoWealth Management LLC | 1,035 | $63K | 0.0% | N/A | 0.003% | |
2/13/2025 | NewEdge Advisors LLC | 5,509 | $337K | 0.0% | +31.5% | 0.017% | |
2/13/2025 | United Capital Financial Advisors LLC | 92,600 | $5.66M | 0.0% | -1.1% | 0.281% | |
2/13/2025 | Elm Partners Management LLC | 683,188 | $41.74M | 2.9% | -4.1% | 2.077% | |
2/13/2025 | Blue Edge Capital LLC | 116,405 | $7.11M | 1.1% | +2.3% | 0.354% | |
2/13/2025 | Bessemer Group Inc. | 141,568 | $8.65M | 0.0% | +3.5% | 0.430% | |
2/13/2025 | Raymond James Financial Inc. | 6,209 | $379K | 0.0% | N/A | 0.019% | |
2/13/2025 | Envestnet Asset Management Inc. | 693,553 | $42.38M | 0.0% | -6.0% | 2.108% | |
2/13/2025 | Wells Fargo & Company MN | 104,078 | $6.36M | 0.0% | +8.7% | 0.316% | |
2/12/2025 | PAX Financial Group LLC | 32,039 | $1.96M | 0.4% | -2.8% | 0.097% | |
2/12/2025 | Yoffe Investment Management LLC | 14,644 | $895K | 0.9% | N/A | 0.045% | |
2/12/2025 | Atlas Capital Advisors Inc. | 36,912 | $2.26M | 0.3% | +10.5% | 0.112% | |
2/12/2025 | Howe & Rusling Inc. | 521 | $32K | 0.0% | N/A | 0.002% | |
2/12/2025 | JPMorgan Chase & Co. | 1,014,190 | $61.97M | 0.0% | +5.7% | 3.083% | |
2/11/2025 | LPL Financial LLC | 83,709 | $5.12M | 0.0% | +14.4% | 0.254% | |
2/11/2025 | Oxford Financial Group LTD. LLC | 2,967 | $181K | 0.0% | N/A | 0.009% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
 For the moment, you can watch this interview free of charge – just click here. |
2/10/2025 | Signaturefd LLC | 627 | $38K | 0.0% | N/A | 0.002% | |
2/10/2025 | Corient Private Wealth LLC | 9,744 | $595K | 0.0% | +1.8% | 0.030% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,444 | $821K | 0.0% | -6.5% | 0.041% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,443 | $333K | 0.0% | -4.3% | 0.017% | |
2/7/2025 | HighTower Advisors LLC | 12,594 | $769K | 0.0% | +2.6% | 0.038% | |
2/7/2025 | Wealthfront Advisers LLC | 18,029 | $1.10M | 0.0% | N/A | 0.055% | |
2/7/2025 | Amundi | 96,818 | $5.91M | 0.0% | -0.9% | 0.294% | |
2/6/2025 | Raymond James Financial Inc. | 6,209 | $379K | 0.0% | N/A | 0.019% | |
2/6/2025 | Assetmark Inc. | 1,141,013 | $69.72M | 0.2% | -0.4% | 3.468% | |
2/6/2025 | Smithfield Trust Co | 313,266 | $19.14M | 1.0% | +1.0% | 0.952% | |