| 8/15/2025 | Captrust Financial Advisors | 61,136 | $1.46M | 0.0% | -32.2% | 0.138% | |
| 8/15/2025 | Snowden Capital Advisors LLC | 61,588 | $1.47M | 0.0% | +28.0% | 0.139% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 456,989 | $10.90M | 0.1% | +4.1% | 1.029% | |
| 8/15/2025 | MML Investors Services LLC | 102,075 | $2.43M | 0.0% | -3.7% | 0.230% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 412,212 | $9.83M | 0.2% | -2.2% | 0.928% | |
| 8/15/2025 | Bank of America Corp DE | 4,543,656 | $108.37M | 0.0% | +9.7% | 10.233% | |
| 8/14/2025 | Jane Street Group LLC | 214,396 | $5.11M | 0.0% | -51.0% | 0.483% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,586,989 | $37.85M | 0.0% | -13.7% | 3.574% | |
| 8/14/2025 | HUB Investment Partners LLC | 10,991 | $262K | 0.0% | -31.0% | 0.025% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 267,310 | $6.38M | 0.5% | -1.7% | 0.602% | |
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| 8/14/2025 | NewEdge Advisors LLC | 18,920 | $451K | 0.0% | +108.2% | 0.043% | |
| 8/14/2025 | Prestige Wealth Management Group LLC | 259,805 | $6.20M | 1.3% | -5.7% | 0.585% | |
| 8/13/2025 | Flow Traders U.S. LLC | 28,129 | $671K | 0.0% | N/A | 0.063% | |
| 8/13/2025 | VestGen Advisors LLC | 113,586 | $2.71M | 0.1% | +20.2% | 0.256% | |
| 8/13/2025 | Bernardo Wealth Planning LLC | 144,828 | $3.45M | 0.7% | -11.6% | 0.326% | |
| 8/13/2025 | Kuhn & Co Investment Counsel | 77,193 | $1.84M | 1.4% | +3.9% | 0.174% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 4,056 | $97K | 0.0% | +16.8% | 0.009% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 3,000 | $72K | 0.0% | -18.3% | 0.007% | |
| 8/12/2025 | Titleist Asset Management LLC | 36,209 | $864K | 0.1% | +1.2% | 0.082% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 117,986 | $2.81M | 0.1% | -7.1% | 0.266% | |
| 8/12/2025 | JPMorgan Chase & Co. | 196,002 | $4.68M | 0.0% | +36.1% | 0.441% | |
| 8/12/2025 | PKS Advisory Services LLC | 38,951 | $929K | 0.2% | +10.1% | 0.088% | |
| 8/11/2025 | Pineridge Advisors LLC | 8,091 | $193K | 0.1% | -9.4% | 0.019% | |
| 8/11/2025 | Invenio Wealth Partners LLC | 300,375 | $7.16M | 2.8% | N/A | 0.693% | |
| 8/8/2025 | Cetera Investment Advisers | 1,702,735 | $40.61M | 0.1% | +2.3% | 3.928% | |
| 8/8/2025 | Condor Capital Management | 461,713 | $11.01M | 1.0% | N/A | 1.065% | |
| 8/8/2025 | CFO4Life Group LLC | 411,040 | $9.80M | 1.5% | +26.9% | 0.948% | |
| 8/7/2025 | PFG Advisors | 58,777 | $1.40M | 0.0% | +18.5% | 0.136% | |
| 8/7/2025 | Midwest Trust Co | 581,489 | $13.87M | 0.2% | N/A | 1.341% | |
| 8/6/2025 | AE Wealth Management LLC | 10,917 | $260K | 0.0% | +13.8% | 0.025% | |
| 8/5/2025 | NewSquare Capital LLC | 23,574 | $562K | 0.0% | +2.8% | 0.054% | |
| 8/5/2025 | Elyxium Wealth LLC | 86,302 | $2.06M | 0.8% | +127.7% | 0.199% | |
| 8/5/2025 | Bank of New York Mellon Corp | 301,516 | $7.19M | 0.0% | -1.6% | 0.696% | |
| 8/4/2025 | Atria Investments Inc | 16,138 | $385K | 0.0% | +13.3% | 0.037% | |
| 8/4/2025 | Assetmark Inc. | 4,185 | $100K | 0.0% | +81.7% | 0.010% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 10,420 | $249K | 0.0% | N/A | 0.024% | |
| 8/1/2025 | GGM Financials LLC | 113,950 | $2.72M | 0.5% | +244.7% | 0.263% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 589,199 | $14.05M | 0.0% | +8.4% | 1.359% | |
| 7/31/2025 | New Hampshire Trust | 9,494 | $226K | 0.0% | -69.0% | 0.022% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 1,838,266 | $43.84M | 6.6% | +4.4% | 4.241% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 220,986 | $5.27M | 0.1% | -12.6% | 0.510% | |
| 7/31/2025 | Opes Wealth Management LLC | 39,255 | $936K | 0.2% | +9.0% | 0.091% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 40,161 | $958K | 0.0% | +4.1% | 0.093% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 31,248 | $745K | 0.0% | +15.8% | 0.072% | |
| 7/25/2025 | Landmark Wealth Management LLC | 59,785 | $1.43M | 0.6% | -29.1% | 0.138% | |
| 7/24/2025 | Lokken Investment Group LLC | 15,410 | $368K | 0.1% | +52.2% | 0.036% | |
| 7/21/2025 | Curran Financial Partners LLC | 23,903 | $570K | 0.1% | -10.1% | 0.055% | |
| 7/18/2025 | Vicus Capital | 308,869 | $7.37M | 0.6% | +35.2% | 0.713% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 5,060 | $121K | 0.0% | -20.8% | 0.012% | |
| 7/18/2025 | Truist Financial Corp | 288,933 | $6.89M | 0.0% | +1.0% | 0.667% | |
| 7/17/2025 | Janney Capital Management LLC | 58,723 | $1.40M | 0.1% | -1.0% | 0.136% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 65,745 | $1.57M | 0.7% | -1.0% | 0.152% | |
| 7/15/2025 | BCS Wealth Management | 22,762 | $543K | 0.1% | -36.8% | 0.053% | |
| 7/14/2025 | Golden State Equity Partners | 18,461 | $440K | 0.1% | +7.8% | 0.043% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 206,903 | $4.94M | 1.0% | -13.2% | 0.478% | |
| 7/14/2025 | AdvisorNet Financial Inc | 84,400 | $2.01M | 0.1% | -2.1% | 0.195% | |
| 7/14/2025 | Narus Financial Partners LLC | 40,038 | $955K | 0.3% | -5.1% | 0.093% | |
| 7/14/2025 | Park Avenue Securities LLC | 47,737 | $1.14M | 0.0% | +2.8% | 0.111% | |
| 7/10/2025 | Orgel Wealth Management LLC | 5,909,226 | $140.94M | 3.4% | N/A | 13.679% | |
| 7/10/2025 | Legacy Financial Strategies LLC | 77,814 | $1.86M | 0.4% | +1.4% | 0.180% | |
| 7/10/2025 | Cypress Point Wealth Management LLC | 130,965 | $3.12M | 0.8% | -3.1% | 0.303% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 23,656 | $563K | 0.0% | +59.4% | 0.055% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 355,902 | $8.49M | 0.3% | -10.3% | 0.824% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 576,031 | $13.74M | 0.5% | -6.9% | 1.333% | |
| 7/9/2025 | Burt Wealth Advisors | 70,430 | $1.68M | 0.4% | +137.3% | 0.163% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 417,115 | $9.95M | 0.3% | +38.9% | 0.966% | |
| 7/7/2025 | TruWealth Advisors LLC | 691,196 | $16.49M | 0.9% | +1.3% | 1.602% | |
| 5/19/2025 | Jane Street Group LLC | 437,354 | $10.48M | 0.0% | +128.9% | 1.250% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 252,723 | $6.06M | 0.1% | -1.1% | 0.722% | |
| 5/15/2025 | Royal Bank of Canada | 97,836 | $2.35M | 0.0% | +12.5% | 0.280% | |
| 5/15/2025 | Titleist Asset Management LLC | 35,776 | $858K | 0.1% | +5.6% | 0.102% | |
| 5/15/2025 | OLD Mission Capital LLC | 26,378 | $632K | 0.0% | N/A | 0.075% | |
| 5/14/2025 | PKS Advisory Services LLC | 35,369 | $848K | 0.2% | +27.4% | 0.101% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 10,133 | $243K | 0.0% | -15.3% | 0.029% | |
| 5/14/2025 | Jane Street Group LLC | 437,354 | $10.48M | 0.0% | +128.9% | 1.250% | |
| 5/14/2025 | Comerica Bank | 30,487 | $731K | 0.0% | +3.2% | 0.087% | |
| 5/14/2025 | Synovus Financial Corp | 11,095 | $266K | 0.0% | +11.1% | 0.032% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,472 | $83K | 0.0% | N/A | 0.010% | |
| 5/14/2025 | Vertex Planning Partners LLC | 11,335 | $272K | 0.1% | +8.4% | 0.032% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,839,738 | $44.10M | 0.0% | +6.2% | 5.256% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 1,760,782 | $42.21M | 7.6% | +15.7% | 5.031% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 30,413 | $729K | 0.1% | -5.9% | 0.087% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 26,983 | $647K | 0.0% | +2.6% | 0.077% | |
| 5/7/2025 | Meeder Advisory Services Inc. | 1,705,515 | $40.88M | 2.5% | N/A | 4.873% | |
| 5/7/2025 | Frontier Asset Management LLC | 40,489 | $971K | 0.3% | +1.4% | 0.116% | |
| 5/7/2025 | LPL Financial LLC | 1,181,755 | $28.33M | 0.0% | -0.4% | 3.376% | |
| 5/7/2025 | Caliber Wealth Management LLC KS | 16,694 | $400K | 0.1% | N/A | 0.048% | |
| 5/6/2025 | Cetera Investment Advisers | 1,664,340 | $39.89M | 0.1% | +110.0% | 4.755% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 127,044 | $3.05M | 0.1% | +11.8% | 0.363% | |
| 5/6/2025 | Opes Wealth Management LLC | 36,005 | $863K | 0.2% | -4.5% | 0.103% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
| 5/6/2025 | AE Wealth Management LLC | 9,597 | $230K | 0.0% | N/A | 0.027% | |
| 5/6/2025 | PFG Advisors | 49,589 | $1.19M | 0.1% | +7.5% | 0.142% | |
| 5/5/2025 | Elyxium Wealth LLC | 37,904 | $909K | 0.4% | N/A | 0.108% | |
| 5/5/2025 | Private Advisor Group LLC | 141,283 | $3.39M | 0.0% | +9.1% | 0.410% | |
| 5/2/2025 | Fortis Group Advisors LLC | 22,983 | $551K | 0.1% | -45.8% | 0.067% | |
| 5/2/2025 | Landmark Wealth Management LLC | 84,306 | $2.02M | 0.9% | +22.3% | 0.245% | |
| 5/2/2025 | Lokken Investment Group LLC | 10,127 | $243K | 0.1% | -8.6% | 0.029% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 66,424 | $1.59M | 0.7% | +4.5% | 0.193% | |
| 4/30/2025 | Bernardo Wealth Planning LLC | 163,900 | $3.93M | 0.9% | -3.5% | 0.476% | |
| 4/30/2025 | CFO4Life Group LLC | 323,904 | $7.76M | 1.3% | N/A | 0.940% | |
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