| 5/16/2025 | NewEdge Advisors LLC | 6,441 | $332K | 0.0% | +593.3% | 0.037% | |
| 5/15/2025 | Baird Financial Group Inc. | 7,503 | $386K | 0.0% | -4.9% | 0.043% | |
| 5/15/2025 | OLD Mission Capital LLC | 8,030 | $414K | 0.0% | -78.1% | 0.046% | |
| 5/14/2025 | Flow Traders U.S. LLC | 103,421 | $5.33M | 0.2% | +30.3% | 0.591% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 556 | $29K | 0.0% | N/A | 0.003% | |
| 5/8/2025 | Wealthquest Corp | 1,085,420 | $55.90M | 2.5% | N/A | 6.088% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 14,314 | $737K | 0.1% | +3.0% | 0.080% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 61,751 | $3.18M | 0.1% | +11.0% | 0.346% | |
| 4/29/2025 | Burke & Herbert Bank & Trust Co. | 18,076 | $931K | 0.2% | -1.2% | 0.101% | |
| 4/29/2025 | Bank of New York Mellon Corp | 13,042 | $672K | 0.0% | -1.8% | 0.073% | |
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| 4/23/2025 | SOL Capital Management CO | 9,660 | $497K | 0.1% | -28.8% | 0.054% | |
| 4/23/2025 | Wealthquest Corp | 1,085,420 | $55.90M | 5.4% | N/A | 6.088% | |
| 4/21/2025 | Silverleafe Capital Partners LLC | 8,131 | $419K | 0.1% | -87.2% | 0.045% | |
| 4/18/2025 | Financial Freedom LLC | 6,997 | $360K | 0.2% | -14.0% | 0.039% | |
| 4/15/2025 | Noble Wealth Management PBC | 680 | $35K | 0.0% | +106.1% | 0.004% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,789 | $195K | 0.0% | -20.1% | 0.021% | |
| 4/7/2025 | AdvisorNet Financial Inc | 2,351 | $121K | 0.0% | -72.2% | 0.013% | |
| 2/19/2025 | Wilson & Boucher Capital Management LLC | 3,775 | $212K | 0.2% | -10.7% | 0.017% | |
| 2/17/2025 | Captrust Financial Advisors | 21,409 | $1.20M | 0.0% | -77.2% | 0.094% | |
| 2/17/2025 | Baird Financial Group Inc. | 7,891 | $444K | 0.0% | -18.7% | 0.035% | |
| 2/17/2025 | BNP Paribas Financial Markets | 1,575 | $89K | 0.0% | -25.2% | 0.007% | |
| 2/17/2025 | Ameriprise Financial Inc. | 142,295 | $8.01M | 0.0% | -2.2% | 0.625% | |
| 2/13/2025 | Oarsman Capital Inc. | 780 | $44K | 0.0% | +34.5% | 0.003% | |
| 2/12/2025 | OLD Mission Capital LLC | 36,633 | $2.06M | 0.0% | N/A | 0.161% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,479 | $139K | 0.0% | -31.4% | 0.011% | |
| 2/10/2025 | Farther Finance Advisors LLC | 4,744 | $267K | 0.0% | -40.5% | 0.021% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 681 | $38K | 0.0% | N/A | 0.003% | |
| 2/4/2025 | Bank of New York Mellon Corp | 13,279 | $747K | 0.0% | -3.1% | 0.058% | |
| 2/4/2025 | Crestwood Advisors Group LLC | 55,607 | $3.13M | 0.1% | -0.7% | 0.244% | |
| 1/31/2025 | Pinnacle Wealth Management Advisory Group LLC | 13,898 | $782K | 0.1% | -3.7% | 0.061% | |
| 1/23/2025 | SOL Capital Management CO | 13,564 | $763K | 0.1% | -19.1% | 0.060% | |
| 1/21/2025 | AlphaMark Advisors LLC | 2,695 | $152K | 0.1% | +56.7% | 0.012% | |
| 1/17/2025 | Avior Wealth Management LLC | 8,100 | $456K | 0.0% | -14.8% | 0.036% | |
| 1/13/2025 | AdvisorNet Financial Inc | 8,443 | $475K | 0.0% | -16.2% | 0.037% | |
| 1/6/2025 | Silverleafe Capital Partners LLC | 63,289 | $3.56M | 1.1% | +5.0% | 0.278% | |
| 12/26/2024 | JPMorgan Chase & Co. | 3,616 | $206K | 0.0% | +12.8% | 0.016% | |
| 11/14/2024 | Flow Traders U.S. LLC | 83,393 | $4.76M | 0.2% | N/A | 0.367% | |
| 11/14/2024 | Captrust Financial Advisors | 93,968 | $5.36M | 0.0% | -23.7% | 0.413% | |
| 11/13/2024 | BNP Paribas Financial Markets | 2,107 | $120K | 0.0% | -60.0% | 0.009% | |
| 11/12/2024 | Cahill Financial Advisors Inc. | 5,077 | $290K | 0.0% | -18.3% | 0.022% | |
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| 11/8/2024 | Avior Wealth Management LLC | 9,503 | $542K | 0.0% | -21.8% | 0.042% | |
| 11/6/2024 | Valley Wealth Managers Inc. | 38,074 | $2.17M | 0.2% | +0.8% | 0.167% | |
| 10/30/2024 | Crescent Grove Advisors LLC | 4,208 | $240K | 0.0% | -9.8% | 0.018% | |
| 10/23/2024 | Burke & Herbert Bank & Trust Co. | 18,301 | $1.04M | 0.2% | -9.2% | 0.080% | |
| 10/17/2024 | AlphaMark Advisors LLC | 1,720 | $98K | 0.0% | +286.5% | 0.008% | |
| 10/11/2024 | Fiduciary Alliance LLC | 6,446 | $368K | 0.0% | -26.1% | 0.028% | |
| 10/7/2024 | Bank of New Hampshire | 1,078 | $62K | 0.0% | -51.0% | 0.005% | |
| 8/14/2024 | Marshall Wace LLP | 7,629 | $420K | 0.0% | N/A | 0.034% | |
| 8/8/2024 | Valley Wealth Managers Inc. | 37,780 | $2.08M | 0.2% | -25.5% | 0.166% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,147 | $63K | 0.0% | N/A | 0.005% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 6,212 | $342K | 0.0% | -17.5% | 0.027% | |
| 8/1/2024 | Crestwood Advisors Group LLC | 55,887 | $3.08M | 0.1% | +1.6% | 0.246% | |
| 7/31/2024 | Farther Finance Advisors LLC | 8,109 | $443K | 0.0% | +6.1% | 0.036% | |
| 7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 448 | $25K | 0.0% | -97.5% | 0.002% | |
| 7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 14,432 | $795K | 0.1% | -1.3% | 0.063% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 20,166 | $1.11M | 0.3% | N/A | 0.089% | |
| 7/15/2024 | Vigilare Wealth Management | 3,667 | $202K | 0.1% | -7.1% | 0.016% | |
| 7/10/2024 | Fiduciary Alliance LLC | 8,719 | $479K | 0.1% | -4.4% | 0.038% | |
| 7/9/2024 | Adirondack Trust Co. | 900 | $50K | 0.0% | N/A | 0.004% | |
| 7/3/2024 | Curbstone Financial Management Corp | 20,830 | $1.15M | 0.2% | +1.0% | 0.092% | |
| 7/1/2024 | Bank of New Hampshire | 2,202 | $121K | 0.0% | -87.8% | 0.010% | |
| 5/17/2024 | Comerica Bank | 11,910 | $698K | 0.0% | -26.3% | 0.052% | |
| 5/1/2024 | BNP Paribas Financial Markets | 1,495 | $88K | 0.0% | +361.4% | 0.006% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 4,663 | $273K | 0.0% | +32.6% | 0.020% | |
| 4/24/2024 | SOL Capital Management CO | 23,894 | $1.40M | 0.2% | -1.3% | 0.104% | |
| 4/24/2024 | Financial Freedom LLC | 8,227 | $482K | 0.3% | -5.0% | 0.036% | |
| 4/22/2024 | Accordant Advisory Group Inc | 4,676 | $274K | 0.2% | N/A | 0.020% | |
| 4/17/2024 | Fiduciary Alliance LLC | 9,116 | $530K | 0.1% | -13.1% | 0.040% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 556 | $33K | 0.0% | N/A | 0.002% | |
| 4/10/2024 | Bank of New Hampshire | 18,076 | $1.06M | 0.3% | -2.4% | 0.070% | |
| 2/12/2024 | Wilson & Boucher Capital Management LLC | 4,225 | $242K | 0.2% | -6.1% | 0.016% | |
| 2/7/2024 | Valley Wealth Managers Inc. | 50,732 | $2.91M | 0.2% | -10.7% | 0.195% | |
| 2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 14,882 | $853K | 0.1% | +6.3% | 0.057% | |
| 2/2/2024 | Bank of New Hampshire | 18,514 | $1.06M | 0.3% | -9.8% | 0.071% | |
| 1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 17,988 | $1.03M | 0.0% | -9.6% | 0.069% | |
| 1/30/2024 | Crescent Grove Advisors LLC | 3,516 | $201K | 0.0% | N/A | 0.014% | |
| 1/29/2024 | Crestwood Advisors Group LLC | 52,058 | $2.98M | 0.1% | +6.5% | 0.200% | |
| 1/25/2024 | SOL Capital Management CO | 24,219 | $1.39M | 0.2% | +1.1% | 0.093% | |
| 1/19/2024 | AdvisorNet Financial Inc | 8,883 | $509K | 0.0% | -10.8% | 0.034% | |
| 11/15/2023 | Crestwood Advisors Group LLC | 48,863 | $2.46M | 0.1% | N/A | 0.188% | |
| 11/9/2023 | Valley Wealth Managers Inc. | 56,807 | $2.86M | 0.2% | N/A | 0.218% | |
| 10/25/2023 | Pinnacle Wealth Management Advisory Group LLC | 14,000 | $705K | 0.1% | -12.1% | 0.054% | |
| 10/24/2023 | Bank of New York Mellon Corp | 15,715 | $791K | 0.0% | +16.7% | 0.060% | |
| 10/19/2023 | SOL Capital Management CO | 23,944 | $1.21M | 0.2% | -14.0% | 0.092% | |
| 10/18/2023 | Fiduciary Alliance LLC | 10,598 | $534K | 0.1% | +3.3% | 0.041% | |
| 10/10/2023 | Bank of New Hampshire | 20,523 | $1.03M | 0.3% | -8.2% | 0.079% | |
| 9/21/2023 | Baystate Wealth Management LLC | 15,930 | $933K | 0.1% | N/A | 0.061% | |
| 9/12/2023 | Farther Finance Advisors LLC | 4,257 | $249K | 0.1% | +28.6% | 0.016% | |
| 8/15/2023 | Cahill Financial Advisors Inc. | 8,714 | $510K | 0.1% | -17.2% | 0.034% | |
| 8/2/2023 | Baystate Wealth Management LLC | 15,930 | $933K | 0.1% | N/A | 0.063% | |
Trump wipes out trillions overnight… (Ad) Is there anybody more powerful than Donald Trump right now?
In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones…
Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move. Whether you take some of that wealth for yourself depends on if you watch this controversial exposé |
| 7/28/2023 | Financial Freedom LLC | 8,611 | $504K | 0.4% | +48.5% | 0.034% | |
| 7/28/2023 | Bank of New Hampshire | 22,361 | $1.31M | 0.4% | -1.9% | 0.089% | |
| 7/25/2023 | Mathes Company Inc. | 14,175 | $830K | 0.4% | N/A | 0.056% | |
| 7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 21,015 | $1.23M | 0.0% | -19.0% | 0.084% | |
| 7/18/2023 | Fiduciary Alliance LLC | 10,261 | $601K | 0.1% | +9.8% | 0.041% | |
| 7/14/2023 | AdvisorNet Financial Inc | 9,943 | $582K | 0.0% | +3.5% | 0.040% | |
| 7/5/2023 | Curbstone Financial Management Corp | 20,860 | $1.22M | 0.3% | -1.9% | 0.083% | |
| 5/12/2023 | Curbstone Financial Management Corp | 21,260 | $1.16M | 0.3% | -7.0% | 0.085% | |
| 5/12/2023 | Cahill Financial Advisors Inc. | 10,521 | $576K | 0.1% | -10.0% | 0.042% | |
| 5/9/2023 | US Bancorp DE | 4,024 | $220K | 0.0% | -75.0% | 0.016% | |
