| 5/21/2025 | Geneos Wealth Management Inc. | 2,830 | $262K | 0.0% | -15.2% | 0.449% | |
| 5/19/2025 | Jane Street Group LLC | 4,078 | $377K | 0.0% | N/A | 0.647% | |
| 5/16/2025 | Jones Financial Companies Lllp | 250,116 | $23.14M | 0.0% | +7,976.1% | 39.701% | |
| 5/14/2025 | CreativeOne Wealth LLC | 3,620 | $335K | 0.0% | +5.9% | 0.575% | |
| 5/7/2025 | LPL Financial LLC | 24,432 | $2.26M | 0.0% | -39.6% | 3.878% | |
| 5/6/2025 | Cetera Investment Advisers | 17,565 | $1.63M | 0.0% | +22.8% | 2.702% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 18,677 | $1.73M | 0.0% | +2.4% | 2.873% | |
| 5/6/2025 | Advisor OS LLC | 2,290 | $212K | 0.0% | N/A | 0.352% | |
| 5/2/2025 | Independent Wealth Network Inc. | 3,134 | $290K | 0.1% | +4.9% | 0.482% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 5,062 | $468K | 0.0% | +14.4% | 0.779% | |
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| 4/28/2025 | Strategic Financial Concepts LLC | 11,375 | $1.05M | 0.2% | +5.5% | 1.750% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 32,208 | $2.98M | 0.3% | +3.5% | 4.955% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,461 | $320K | 0.0% | -11.7% | 0.532% | |
| 4/21/2025 | Montz Harcus Wealth Management LLC | 8,281 | $766K | 0.4% | +11.5% | 1.274% | |
| 4/18/2025 | CENTRAL TRUST Co | 1,696 | $157K | 0.0% | -34.6% | 0.261% | |
| 4/17/2025 | AA Financial Advisors LLC | 14,336 | $1.33M | 0.3% | -9.0% | 2.206% | |
| 4/9/2025 | Swisher Financial Concepts Inc. | 4,550 | $421K | 0.3% | -53.8% | 0.689% | |
| 4/9/2025 | HBW Advisory Services LLC | 10,660 | $986K | 0.1% | +5.4% | 1.615% | |
| 4/9/2025 | Merit Financial Group LLC | 4,997 | $462K | 0.0% | -87.3% | 0.757% | |
| 2/17/2025 | Cetera Investment Advisers | 14,308 | $1.29M | 0.0% | +12.2% | 1.834% | |
| 2/14/2025 | Itau Unibanco Holding S.A. | 48,490 | $4.38M | 0.1% | N/A | 6.217% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 9,394 | $848K | 0.0% | +317.9% | 1.204% | |
| 2/13/2025 | Integrity Wealth Advisors Inc. | 2,323 | $210K | 0.2% | N/A | 0.298% | |
| 2/13/2025 | CreativeOne Wealth LLC | 3,417 | $309K | 0.0% | -11.1% | 0.438% | |
| 2/13/2025 | Raymond James Financial Inc. | 12,800 | $1.16M | 0.0% | N/A | 1.641% | |
| 2/13/2025 | Swisher Financial Concepts Inc. | 9,845 | $889K | 1.0% | -40.8% | 1.262% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 4,423 | $399K | 0.0% | -3.2% | 0.567% | |
| 2/11/2025 | LPL Financial LLC | 40,481 | $3.66M | 0.0% | -4.4% | 5.190% | |
| 2/11/2025 | Virtu Financial LLC | 7,494 | $677K | 0.0% | N/A | 0.961% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 18,232 | $1.65M | 0.0% | -2.2% | 2.337% | |
| 2/6/2025 | Raymond James Financial Inc. | 12,800 | $1.16M | 0.0% | N/A | 1.641% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,936 | $536K | 0.0% | -6.4% | 0.761% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,097 | $280K | 0.0% | +26.9% | 0.397% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 10,778 | $973K | 0.0% | +3.9% | 1.382% | |
| 1/29/2025 | Montz Harcus Wealth Management LLC | 7,424 | $670K | 0.4% | +24.4% | 0.952% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 948,637 | $85.65M | 0.2% | +9,046.1% | 121.620% | |
| 1/24/2025 | CENTRAL TRUST Co | 2,594 | $234K | 0.0% | -6.9% | 0.333% | |
| 1/17/2025 | Independent Wealth Network Inc. | 2,988 | $270K | 0.1% | +40.5% | 0.383% | |
| 1/16/2025 | Koshinski Asset Management Inc. | 31,106 | $2.81M | 0.0% | -4.9% | 3.988% | |
| 1/15/2025 | Merit Financial Group LLC | 39,383 | $3.56M | 0.1% | -3.1% | 5.049% | |
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| 1/10/2025 | HBW Advisory Services LLC | 10,110 | $913K | 0.1% | +11.7% | 1.296% | |
| 11/14/2024 | CreativeOne Wealth LLC | 3,842 | $378K | 0.0% | +4.8% | 0.493% | |
| 10/24/2024 | Montz Harcus Wealth Management LLC | 5,967 | $588K | 0.3% | +2.9% | 0.765% | |
| 10/23/2024 | Cambridge Advisors Inc. | 2,241 | $221K | 0.0% | N/A | 0.287% | |
| 10/23/2024 | CENTRAL TRUST Co | 2,787 | $275K | 0.0% | -25.6% | 0.357% | |
| 10/18/2024 | AA Financial Advisors LLC | 15,745 | $1.55M | 0.4% | +2.3% | 2.019% | |
| 10/10/2024 | Koshinski Asset Management Inc. | 32,712 | $3.22M | 0.3% | +1.4% | 4.194% | |
| 8/6/2024 | Arbor Capital Management Inc. ADV | 5,411 | $459K | 0.4% | +9.5% | 0.694% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 986,962 | $845K | 0.0% | +9,259.5% | 126.534% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 2,802 | $240K | 0.0% | -49.5% | 0.359% | |
| 7/19/2024 | Montz Harcus Wealth Management LLC | 5,801 | $497K | 0.3% | +2.9% | 0.744% | |
| 7/19/2024 | Pacific Sun Financial Corp | 2,552 | $218K | 0.1% | -4.9% | 0.327% | |
| 7/16/2024 | AA Financial Advisors LLC | 15,390 | $1.32M | 0.5% | +4.6% | 1.973% | |
| 7/5/2024 | HBW Advisory Services LLC | 9,019 | $772K | 0.1% | N/A | 1.156% | |
| 5/24/2024 | Cetera Advisors LLC | 5,283 | $466K | 0.0% | N/A | 0.677% | |
| 5/14/2024 | CreativeOne Wealth LLC | 4,290 | $379K | 0.0% | +3.5% | 0.543% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 34,122 | $3.01M | 0.3% | N/A | 4.319% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 20,096 | $1.77M | 0.0% | +8.7% | 2.544% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 4,759 | $420K | 0.0% | -24.2% | 0.602% | |
| 4/30/2024 | Beam Wealth Advisors Inc. | 3,051 | $269K | 0.2% | -5.3% | 0.386% | |
| 4/24/2024 | CENTRAL TRUST Co | 12,556 | $1.11M | 0.0% | +4.8% | 1.589% | |
| 4/22/2024 | Strategic Financial Concepts LLC | 10,545 | $930K | 0.2% | N/A | 1.335% | |
| 4/4/2024 | Moody National Bank Trust Division | 19,871 | $1.75M | 0.1% | -77.5% | 1.590% | |
| 2/13/2024 | Arbor Capital Management Inc. ADV | 4,992 | $451K | 0.3% | +10.1% | 0.399% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 39,300 | $3.60M | 0.0% | -4.5% | 3.144% | |
| 2/12/2024 | Sculati Wealth Management LLC | 2,235 | $204K | 0.1% | N/A | 0.179% | |
| 2/9/2024 | CreativeOne Wealth LLC | 4,145 | $379K | 0.0% | -10.3% | 0.332% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 18,487 | $1.69M | 0.0% | -28.0% | 1.479% | |
| 2/6/2024 | Private Advisor Group LLC | 21,465 | $1.96M | 0.0% | +34.6% | 1.717% | |
| 2/6/2024 | Merit Financial Group LLC | 3,508 | $321K | 0.0% | N/A | 0.281% | |
| 2/5/2024 | Field & Main Bank | 13,880 | $1.27M | 0.5% | +4.8% | 1.110% | |
| 1/31/2024 | Beam Wealth Advisors Inc. | 3,223 | $295K | 0.2% | -39.8% | 0.258% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 6,277 | $574K | 0.0% | -22.0% | 0.502% | |
| 1/24/2024 | CENTRAL TRUST Co | 11,979 | $1.10M | 0.0% | -3.5% | 0.958% | |
| 1/22/2024 | Montz Harcus Wealth Management LLC | 5,068 | $464K | 0.4% | +3.5% | 0.405% | |
| 1/17/2024 | Cambridge Advisors Inc. | 2,367 | $217K | 0.1% | N/A | 0.189% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,545 | $1.33M | 0.0% | +13.2% | 1.164% | |
| 1/16/2024 | CVA Family Office LLC | 1,400 | $128K | 0.0% | -53.4% | 0.112% | |
| 1/11/2024 | Moody National Bank Trust Division | 88,283 | $8.08M | 0.6% | N/A | 7.063% | |
| 11/14/2023 | Tower Research Capital LLC TRC | 8,471 | $669K | 0.0% | -23.5% | 0.678% | |
| 11/14/2023 | Mutual Advisors LLC | 7,999 | $632K | 0.0% | -53.9% | 0.640% | |
| 11/13/2023 | LPL Financial LLC | 66,265 | $5.24M | 0.0% | -10.5% | 5.301% | |
| 11/8/2023 | Avantax Advisory Services Inc. | 25,659 | $2.03M | 0.0% | +4.4% | 2.053% | |
| 11/8/2023 | Strategic Financial Concepts LLC | 9,409 | $743K | 0.3% | +59.9% | 0.753% | |
| 11/3/2023 | Private Advisor Group LLC | 15,947 | $1.26M | 0.0% | +19.6% | 1.276% | |
| 10/31/2023 | Fifth Third Bancorp | 1,500 | $119K | 0.0% | -40.0% | 0.120% | |
| 10/27/2023 | Arbor Capital Management Inc. ADV | 4,535 | $346K | 0.3% | +5.7% | 0.363% | |
| 10/26/2023 | Beam Wealth Advisors Inc. | 5,357 | $423K | 0.3% | -14.3% | 0.429% | |
| 10/26/2023 | CENTRAL TRUST Co | 12,415 | $981K | 0.0% | -4.1% | 0.993% | |
| 10/24/2023 | Stratos Wealth Advisors LLC | 7,032 | $556K | 0.0% | +3.8% | 0.563% | |
New Rule Hits in July — The Smart Money Already Moved (Ad) A little-known regulation quietly goes into effect this July.
And it's already being exploited by Wall Street and the Big Banks…
It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash.
Not stocks. Not real estate. And definitely not the U.S. dollar.
We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,849 | $1.02M | 0.0% | -4.9% | 1.028% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,658 | $763K | 0.0% | -21.8% | 0.773% | |
| 10/23/2023 | Sheets Smith Wealth Management | 500 | $40K | 0.0% | N/A | 0.040% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 6,671 | $527K | 0.0% | -38.8% | 0.534% | |
| 10/18/2023 | Koshinski Asset Management Inc. | 33,219 | $2.62M | 0.3% | -14.3% | 2.658% | |
| 10/17/2023 | CreativeOne Wealth LLC | 4,619 | $365K | 0.0% | -20.6% | 0.370% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 8,051 | $636K | 0.0% | -9.4% | 0.644% | |
| 10/11/2023 | Atlas Private Wealth Advisors | 182,157 | $14.39M | 2.7% | +11.3% | 14.573% | |
| 8/11/2023 | Ameritas Investment Partners Inc. | 5,573 | $483K | 0.0% | +5.9% | 0.446% | |
| 8/10/2023 | Private Advisor Group LLC | 13,334 | $1.16M | 0.0% | +51.2% | 1.067% | |
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