5/1/2025 | Q3 Asset Management | 110,696 | $3.80M | 2.6% | N/A | 1.652% | |
4/30/2025 | Greenleaf Trust | 15,600 | $535K | 0.0% | -67.7% | 0.233% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 3,052 | $105K | 0.0% | -33.0% | 0.046% | |
4/21/2025 | Duncan Williams Asset Management LLC | 16,626 | $570K | 0.2% | -2.1% | 0.248% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 45,565 | $1.56M | 0.1% | -13.9% | 0.680% | |
4/14/2025 | Farther Finance Advisors LLC | 26,482 | $910K | 0.0% | -14.2% | 0.395% | |
2/17/2025 | Ameriprise Financial Inc. | 83,700 | $2.76M | 0.0% | -25.6% | 0.973% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 4,553 | $150K | 0.0% | -72.0% | 0.053% | |
2/10/2025 | Farther Finance Advisors LLC | 30,871 | $1.02M | 0.0% | -20.4% | 0.359% | |
1/24/2025 | Greenleaf Trust | 48,322 | $1.59M | 0.0% | -23.7% | 0.562% | |
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1/22/2025 | Kingswood Wealth Advisors LLC | 52,923 | $1.74M | 0.1% | -25.9% | 0.615% | |
1/21/2025 | Duncan Williams Asset Management LLC | 16,990 | $560K | 0.2% | +2.3% | 0.198% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,176 | $171K | 0.0% | +20.5% | 0.060% | |
11/14/2024 | Flow Traders U.S. LLC | 6,679 | $220K | 0.0% | N/A | 0.078% | |
11/14/2024 | Captrust Financial Advisors | 113,543 | $3.73M | 0.0% | -3.8% | 1.320% | |
10/29/2024 | Farther Finance Advisors LLC | 38,794 | $1.28M | 0.0% | -19.1% | 0.451% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 16,252 | $534K | 0.0% | -4.8% | 0.189% | |
10/23/2024 | Rogco LP | 2,556 | $84K | 0.0% | -41.7% | 0.030% | |
10/22/2024 | Greenleaf Trust | 63,324 | $2.08M | 0.0% | -5.7% | 0.736% | |
10/11/2024 | Thurston Springer Miller Herd & Titak Inc. | 4,295 | $141K | 0.0% | -19.2% | 0.050% | |
10/4/2024 | HBW Advisory Services LLC | 3,423 | $113K | 0.0% | N/A | 0.040% | |
10/3/2024 | Duncan Williams Asset Management LLC | 16,600 | $546K | 0.3% | N/A | 0.193% | |
9/23/2024 | Centaurus Financial Inc. | 3,550 | $112K | 0.0% | N/A | 0.041% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 221,701 | $7.01M | 0.2% | -53.2% | 2.578% | |
8/15/2024 | The Manufacturers Life Insurance Company | 998,298 | $31.55M | 0.0% | -0.8% | 11.608% | |
8/8/2024 | Envestnet Asset Management Inc. | 308,669 | $9.75M | 0.0% | +18.8% | 3.589% | |
8/8/2024 | Oppenheimer Asset Management Inc. | 236,656 | $7.48M | 0.1% | +17.2% | 2.752% | |
8/6/2024 | Savant Capital LLC | 95,813 | $3.03M | 0.0% | -9.5% | 1.114% | |
8/5/2024 | New York Life Investment Management LLC | 1,076,145 | $34.01M | 0.3% | +20.6% | 12.513% | |
7/31/2024 | Farther Finance Advisors LLC | 47,963 | $1.52M | 0.1% | -5.5% | 0.558% | |
7/31/2024 | Commonwealth Equity Services LLC | 181,242 | $5.73M | 0.0% | -61.6% | 2.107% | |
7/22/2024 | Focus Financial Network Inc. | 17,970 | $574K | 0.0% | -3.0% | 0.209% | |
7/19/2024 | Cantor Fitzgerald Investment Advisors L.P. | 65,532 | $2.07M | 0.2% | +8.8% | 0.762% | |
7/12/2024 | Diversify Advisory Services LLC | 6,732 | $214K | 0.0% | N/A | 0.078% | |
7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 5,313 | $168K | 0.1% | N/A | 0.062% | |
5/17/2024 | Comerica Bank | 1,712 | $54K | 0.0% | +1,562.1% | 0.020% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 473,974 | $14.97M | 0.3% | +69.5% | 5.511% | |
5/14/2024 | CreativeOne Wealth LLC | 20,377 | $641K | 0.0% | -44.5% | 0.224% | |
5/11/2024 | ESL Trust Services LLC | 8,273 | $260K | 0.1% | -16.0% | 0.091% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 201,929 | $6.36M | 0.1% | +58.0% | 2.219% | |
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad) A Historic Gold Announcement Is About to Rock Wall Street
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Be ready before the historic gold move. Get Garrett’s Top Four picks now. |
5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 60,258 | $1.90M | 0.1% | +0.8% | 0.662% | |
4/29/2024 | Commonwealth Equity Services LLC | 472,499 | $14.87M | 0.0% | -7.1% | 5.192% | |
4/29/2024 | Greenleaf Trust | 77,099 | $2.43M | 0.0% | -77.2% | 0.847% | |
4/25/2024 | Osborne Partners Capital Management LLC | 458,012 | $14.42M | 0.9% | +0.8% | 4.978% | |
4/25/2024 | Eudaimonia Partners LLC | 17,999 | $567K | 0.1% | +3.4% | 0.196% | |
4/25/2024 | Eudaimonia Advisors LLC | 29,437 | $927K | 0.5% | +8.5% | 0.320% | |
4/23/2024 | Global Retirement Partners LLC | 2,235 | $70K | 0.0% | -67.4% | 0.024% | |
4/23/2024 | McAdam LLC | 8,598 | $271K | 0.0% | +9.2% | 0.093% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 43,685 | $1.38M | 0.0% | +4.0% | 0.475% | |
4/18/2024 | RHS Financial LLC | 8,769 | $276K | 0.2% | -9.0% | 0.095% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 28,786 | $906K | 0.0% | -23.5% | 0.313% | |
4/15/2024 | Aspiriant LLC | 135,681 | $4.27M | 0.2% | -16.7% | 1.475% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 279,600 | $8.89M | 0.2% | -41.0% | 1.839% | |
2/26/2024 | Integrated Advisors Network LLC | 14,931 | $469K | 0.0% | -4.6% | 0.098% | |
2/16/2024 | SageView Advisory Group LLC | 459,813 | $14.44M | 0.5% | +1,344.3% | 3.025% | |
2/14/2024 | Personal CFO Solutions LLC | 118,067 | $3.71M | 0.6% | -1.0% | 0.777% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 97,597 | $3.07M | 2.3% | -3.9% | 0.642% | |
2/13/2024 | The Manufacturers Life Insurance Company | 926,285 | $29.10M | 0.0% | -3.4% | 6.094% | |
2/12/2024 | Avestar Capital LLC | 116,458 | $3.70M | 0.4% | +20.3% | 0.766% | |
2/12/2024 | ESL Trust Services LLC | 9,845 | $309K | 0.1% | -36.5% | 0.065% | |
2/12/2024 | Focus Financial Network Inc. ADV | 18,316 | $582K | 0.0% | N/A | 0.121% | |
2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 59,785 | $1.88M | 0.1% | N/A | 0.393% | |
2/9/2024 | Orion Portfolio Solutions LLC | 20,363 | $643K | 0.0% | -26.2% | 0.134% | |
2/9/2024 | SageView Advisory Group LLC | 459,813 | $14.44M | 0.5% | +1,344.3% | 3.025% | |
2/9/2024 | CreativeOne Wealth LLC | 36,688 | $1.15M | 0.1% | +53.7% | 0.241% | |
2/9/2024 | Sachetta LLC | 1,229 | $39K | 0.0% | N/A | 0.008% | |
2/8/2024 | Eudaimonia Partners LLC | 17,412 | $547K | 0.1% | +15.2% | 0.115% | |
2/7/2024 | Principal Securities Inc. | 1,628 | $51K | 0.0% | N/A | 0.011% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 37,635 | $1.18M | 0.0% | -91.7% | 0.248% | |
2/6/2024 | New York Life Investment Management LLC | 1,335,576 | $41.95M | 0.4% | -3.6% | 8.787% | |
2/5/2024 | Savant Capital LLC | 116,790 | $3.67M | 0.0% | +3.4% | 0.768% | |
2/5/2024 | McAdam LLC | 7,876 | $247K | 0.0% | -16.6% | 0.052% | |
2/2/2024 | Acas LLC | 49,170 | $1.54M | 1.8% | -3.0% | 0.323% | |
2/1/2024 | Eudaimonia Advisors LLC | 27,129 | $852K | 0.6% | -2.6% | 0.178% | |
2/1/2024 | Legacy Financial Strategies LLC | 10,208 | $321K | 0.1% | -28.2% | 0.067% | |
2/1/2024 | CWM LLC | 8,396 | $264K | 0.0% | +109.0% | 0.055% | |
1/31/2024 | Greenleaf Trust | 338,690 | $10.64M | 0.1% | -87.2% | 2.228% | |
1/26/2024 | Aspiriant LLC | 162,922 | $5.12M | 0.2% | -17.0% | 1.072% | |
1/25/2024 | Trivant Custom Portfolio Group LLC | 1,045 | $33K | 0.0% | N/A | 0.007% | |
1/24/2024 | Allworth Financial LP | 47,958 | $1.51M | 0.0% | -5.8% | 0.316% | |
1/22/2024 | Osborne Partners Capital Management LLC | 454,445 | $14.27M | 0.9% | +3.4% | 2.990% | |
1/18/2024 | Global Retirement Partners LLC | 6,863 | $216K | 0.0% | -25.7% | 0.045% | |
1/18/2024 | RHS Financial LLC | 9,631 | $303K | 0.2% | +16.1% | 0.063% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 42,020 | $1.32M | 0.0% | +37.4% | 0.276% | |
1/16/2024 | Raymond James & Associates | 95,796 | $3.01M | 0.0% | +1.3% | 0.630% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 473,974 | $14.97M | 0.4% | +53.2% | 3.118% | |
11/17/2023 | OLD National Bancorp IN | 14,994 | $474K | 0.0% | -2.1% | 0.099% | |
11/16/2023 | Integrated Advisors Network LLC | 15,647 | $494K | 0.0% | +7.2% | 0.103% | |
11/16/2023 | Belpointe Asset Management LLC | 8,090 | $256K | 0.0% | N/A | 0.053% | |
11/15/2023 | Integrated Wealth Concepts LLC | 117,132 | $3.70M | 0.1% | -2.0% | 0.771% | |
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad) A Historic Gold Announcement Is About to Rock Wall Street
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Be ready before the historic gold move. Get Garrett’s Top Four picks now. |
11/15/2023 | The Manufacturers Life Insurance Company | 958,643 | $30.28M | 0.0% | -2.3% | 6.307% | |
11/13/2023 | Personal CFO Solutions LLC | 119,292 | $3.77M | 0.7% | +1.4% | 0.785% | |
11/13/2023 | LPL Financial LLC | 456,171 | $14.41M | 0.0% | -1.9% | 3.001% | |
11/13/2023 | Envestnet Asset Management Inc. | 337,185 | $10.65M | 0.0% | -24.4% | 2.218% | |
11/13/2023 | Legacy Financial Strategies LLC | 14,226 | $442K | 0.1% | -9.1% | 0.094% | |
11/9/2023 | Greenleaf Trust | 2,641,038 | $83.43M | 1.0% | +0.8% | 17.375% | |
11/8/2023 | New York Life Investment Management LLC | 1,385,514 | $43.77M | 0.5% | +34.5% | 9.115% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 124,777 | $3.94M | 0.1% | +4.6% | 0.821% | |
11/7/2023 | Savant Capital LLC | 112,926 | $3.57M | 0.1% | -8.8% | 0.743% | |
11/3/2023 | SageView Advisory Group LLC | 31,837 | $1.01M | 0.1% | -17.0% | 0.209% | |