5/16/2025 | Goldman Sachs Group Inc. | 10,446 | $306K | 0.0% | -92.1% | 0.406% | |
5/16/2025 | NewEdge Advisors LLC | 20,099 | $588K | 0.0% | -21.5% | 0.782% | |
5/7/2025 | LPL Financial LLC | 97,293 | $2.85M | 0.0% | -9.8% | 3.343% | |
5/6/2025 | Cetera Investment Advisers | 129,717 | $3.80M | 0.0% | +35.3% | 4.458% | |
5/5/2025 | PCG Wealth Advisors LLC | 14,169 | $415K | 0.1% | -28.6% | 0.487% | |
4/30/2025 | Mraz Amerine & Associates Inc. | 38,549 | $1.12M | 0.2% | +2.7% | 1.325% | |
4/25/2025 | Essex Financial Services Inc. | 29,388 | $860K | 0.1% | -2.9% | 1.010% | |
4/14/2025 | One Plus One Wealth Management LLC | 142,080 | $4.16M | 2.3% | +2.3% | 4.784% | |
2/17/2025 | Two Sigma Investments LP | 13,203 | $391K | 0.0% | N/A | 0.310% | |
2/17/2025 | Cetera Investment Advisers | 95,865 | $2.84M | 0.0% | +547.3% | 2.250% | |
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2/17/2025 | Bank of America Corp DE | 141,687 | $4.19M | 0.0% | -22.2% | 3.326% | |
2/14/2025 | Tower Research Capital LLC TRC | 7,531 | $223K | 0.0% | -24.0% | 0.177% | |
2/13/2025 | NewEdge Advisors LLC | 25,603 | $758K | 0.0% | +9.6% | 0.601% | |
2/13/2025 | Raymond James Financial Inc. | 50,351 | $1.49M | 0.0% | N/A | 1.182% | |
2/11/2025 | LPL Financial LLC | 107,876 | $3.19M | 0.0% | -15.1% | 2.532% | |
2/11/2025 | Comprehensive Wealth Management LLC | 44,471 | $1.32M | 1.0% | +122.8% | 1.044% | |
2/10/2025 | Commonwealth Equity Services LLC | 20,332 | $602K | 0.0% | -35.5% | 0.477% | |
2/6/2025 | Raymond James Financial Inc. | 50,351 | $1.49M | 0.0% | N/A | 1.182% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 969 | $29K | 0.0% | +149.7% | 0.023% | |
1/31/2025 | Global Retirement Partners LLC | 18,126 | $537K | 0.0% | +21.3% | 0.425% | |
1/31/2025 | Mraz Amerine & Associates Inc. | 37,542 | $1.11M | 0.2% | +33.0% | 0.881% | |
1/29/2025 | MGB Wealth Management LLC | 7,500 | $219K | 0.1% | -58.8% | 0.176% | |
1/29/2025 | One Plus One Wealth Management LLC | 138,865 | $4.11M | 2.4% | -2.1% | 3.260% | |
1/27/2025 | Schmidt P J Investment Management Inc. | 20,921 | $619K | 0.1% | +1.6% | 0.491% | |
1/21/2025 | PCG Wealth Advisors LLC | 19,854 | $588K | 0.2% | -38.4% | 0.466% | |
1/17/2025 | Janney Montgomery Scott LLC | 7,559 | $224K | 0.0% | -7.4% | 0.177% | |
12/26/2024 | JPMorgan Chase & Co. | 2,390 | $71K | 0.0% | N/A | 0.056% | |
11/12/2024 | MGB Wealth Management LLC | 18,211 | $540K | 0.2% | -2.7% | 0.427% | |
11/12/2024 | KKM Financial LLC | 13,999 | $415K | 0.2% | -45.6% | 0.329% | |
11/6/2024 | Comprehensive Wealth Management LLC | 19,958 | $592K | 0.4% | N/A | 0.468% | |
10/30/2024 | One Plus One Wealth Management LLC | 141,796 | $4.20M | 2.5% | +8.3% | 3.329% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 28,228 | $837K | 0.2% | +33.5% | 0.663% | |
10/23/2024 | Schmidt P J Investment Management Inc. | 20,582 | $610K | 0.1% | -2.3% | 0.483% | |
10/22/2024 | Private Advisor Group LLC | 44,266 | $1.31M | 0.0% | +4.1% | 1.039% | |
10/16/2024 | Global Retirement Partners LLC | 14,947 | $443K | 0.0% | -50.8% | 0.351% | |
10/8/2024 | Brookstone Capital Management | 24,650 | $731K | 0.0% | +17.6% | 0.579% | |
10/4/2024 | MRA Advisory Group | 98,356 | $2.92M | 1.6% | N/A | 2.309% | |
8/22/2024 | Cetera Investment Advisers | 43,814 | $1.45M | 0.0% | +6.7% | 1.028% | |
8/6/2024 | Gentry Private Wealth LLC | 13,952 | $462K | 0.4% | N/A | 0.328% | |
8/5/2024 | Private Advisor Group LLC | 42,513 | $1.41M | 0.0% | +17.4% | 0.998% | |
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8/1/2024 | Mraz Amerine & Associates Inc. | 21,138 | $699K | 0.1% | +39.7% | 0.496% | |
7/31/2024 | Commonwealth Equity Services LLC | 33,353 | $1.10M | 0.0% | -77.5% | 0.783% | |
7/30/2024 | International Assets Investment Management LLC | 1,000 | $33K | 0.0% | N/A | 0.023% | |
7/29/2024 | Schmidt P J Investment Management Inc. | 21,066 | $697K | 0.1% | -7.7% | 0.495% | |
7/19/2024 | Financial Partners Group Inc | 8,877 | $294K | 0.0% | N/A | 0.208% | |
7/18/2024 | Brookstone Capital Management | 20,968 | $708K | 0.0% | +54.3% | 0.492% | |
7/16/2024 | Great Valley Advisor Group Inc. | 56,948 | $1.88M | 0.1% | +3.3% | 1.337% | |
7/16/2024 | PCG Wealth Advisors LLC | 34,628 | $1.15M | 0.5% | +93.8% | 0.813% | |
7/11/2024 | Parkside Investments LLC | 190,140 | $6.29M | 1.0% | +2.0% | 4.463% | |
7/10/2024 | CWM LLC | 1,519 | $50K | 0.0% | +1,980.8% | 0.036% | |
7/9/2024 | Mather Group LLC. | 1,000 | $36K | 0.0% | N/A | 0.023% | |
5/21/2024 | LRI Investments LLC | 1,162 | $42K | 0.0% | N/A | 0.027% | |
5/17/2024 | National Wealth Management Group LLC | 5,803 | $208K | 0.2% | N/A | 0.136% | |
5/17/2024 | Pineridge Advisors LLC | 752 | $27K | 0.0% | -40.2% | 0.018% | |
5/15/2024 | LRI Investments LLC | 1,162 | $40K | 0.0% | N/A | 0.027% | |
5/1/2024 | Janney Montgomery Scott LLC | 16,257 | $582K | 0.0% | -18.1% | 0.391% | |
4/30/2024 | Private Advisor Group LLC | 36,210 | $1.30M | 0.0% | +8.2% | 0.870% | |
4/29/2024 | Commonwealth Equity Services LLC | 147,998 | $5.30M | 0.0% | +150.8% | 3.558% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 22,828 | $817K | 0.2% | +4.5% | 0.549% | |
4/24/2024 | Essex Financial Services Inc. | 30,028 | $1.08M | 0.1% | +2.9% | 0.722% | |
4/23/2024 | Global Retirement Partners LLC | 30,746 | $1.10M | 0.0% | -30.0% | 0.739% | |
4/19/2024 | PCG Wealth Advisors LLC | 17,871 | $640K | 0.3% | -2.7% | 0.430% | |
4/15/2024 | Brookstone Capital Management | 13,592 | $487K | 0.0% | +26.4% | 0.264% | |
4/13/2024 | Parkside Investments LLC | 186,340 | $6.67M | 1.0% | -5.2% | 3.618% | |
4/10/2024 | One Plus One Wealth Management LLC | 131,958 | $4.72M | 2.7% | +3.1% | 2.562% | |
3/1/2024 | Pineridge Advisors LLC | 1,257 | $39K | 0.0% | N/A | 0.024% | |
2/12/2024 | Hilltop Holdings Inc. | 12,158 | $376K | 0.0% | -64.6% | 0.236% | |
2/8/2024 | Janney Montgomery Scott LLC | 19,846 | $613K | 0.0% | +11.7% | 0.385% | |
2/6/2024 | Private Advisor Group LLC | 33,470 | $1.03M | 0.0% | +25.7% | 0.650% | |
2/2/2024 | Anfield Capital Management LLC | 59,233 | $1.83M | 1.0% | -43.8% | 1.150% | |
1/30/2024 | PCG Wealth Advisors LLC | 18,369 | $568K | 0.3% | -5.2% | 0.357% | |
1/25/2024 | RFG Advisory LLC | 8,075 | $250K | 0.0% | -7.5% | 0.157% | |
1/25/2024 | International Assets Investment Management LLC | 30,900 | $1M | 0.0% | N/A | 0.600% | |
1/24/2024 | International Assets Investment Management LLC | 30,900 | $1M | 0.0% | N/A | 0.600% | |
1/22/2024 | One Plus One Wealth Management LLC | 128,002 | $3.96M | 2.4% | -3.6% | 2.485% | |
1/18/2024 | Global Retirement Partners LLC | 43,901 | $1.29M | 0.1% | -5.8% | 0.852% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 7,453 | $230K | 0.0% | -19.5% | 0.145% | |
1/16/2024 | Raymond James & Associates | 44,584 | $1.38M | 0.0% | -6.6% | 0.866% | |
1/11/2024 | Brookstone Capital Management | 10,757 | $332K | 0.0% | +32.5% | 0.209% | |
1/11/2024 | Parkside Investments LLC | 196,515 | $6.07M | 1.0% | -33.4% | 3.816% | |
1/2/2024 | GoalVest Advisory LLC | 13,952 | $431K | 0.2% | +34.7% | 0.271% | |
11/16/2023 | Essex Financial Services Inc. | 29,055 | $945K | 0.1% | +3.0% | 0.564% | |
11/14/2023 | SMI Advisory Services LLC | 121,714 | $3.73M | 1.4% | N/A | 2.363% | |
11/13/2023 | LPL Financial LLC | 183,496 | $5.97M | 0.0% | +16.5% | 3.563% | |
11/9/2023 | UBS Group AG | 194,545 | $6.33M | 0.0% | +243.5% | 3.778% | |
11/8/2023 | Atria Wealth Solutions Inc. | 7,130 | $232K | 0.0% | N/A | 0.138% | |
11/8/2023 | Western Wealth Management LLC | 8,879 | $289K | 0.0% | -8.2% | 0.172% | |
11/7/2023 | Great Valley Advisor Group Inc. | 60,532 | $1.97M | 0.1% | -7.4% | 1.175% | |
11/6/2023 | Anfield Capital Management LLC | 105,461 | $3.43M | 1.6% | -1.0% | 2.048% | |
11/3/2023 | Private Advisor Group LLC | 26,629 | $866K | 0.0% | -8.7% | 0.517% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 9,261 | $301K | 0.0% | -37.3% | 0.180% | |
10/24/2023 | Raymond James & Associates | 47,738 | $1.55M | 0.0% | -7.3% | 0.927% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 32,450 | $1.06M | 0.0% | +303.1% | 0.630% | |
10/23/2023 | Commonwealth Equity Services LLC | 60,006 | $1.95M | 0.0% | -20.4% | 1.165% | |
10/20/2023 | Schmidt P J Investment Management Inc. | 21,549 | $725K | 0.2% | -2.2% | 0.418% | |
10/13/2023 | OneAscent Wealth Management LLC | 9,055 | $294K | 0.1% | -5.6% | 0.176% | |
10/13/2023 | Global Retirement Partners LLC | 46,581 | $1.40M | 0.1% | -4.3% | 0.904% | |
10/12/2023 | One Plus One Wealth Management LLC | 132,762 | $4.32M | 2.8% | -22.9% | 2.578% | |
10/10/2023 | Parkside Investments LLC | 295,220 | $9.60M | 1.8% | +0.5% | 5.732% | |
8/30/2023 | Western Wealth Management LLC | 9,668 | $269K | 0.0% | -29.4% | 0.188% | |