6/11/2025 | Kondo Wealth Advisors Inc. | 16,132 | $434K | 0.2% | -19.4% | 0.003% | |
6/5/2025 | Fruth Investment Management | 15,000 | $403K | 0.1% | -15.3% | 0.003% | |
5/29/2025 | Plum Street Advisors LLC | 35,789 | $962K | 0.5% | -3.9% | 0.007% | |
5/28/2025 | Addison Capital Co | 9,996 | $269K | 0.1% | -5.5% | 0.002% | |
5/27/2025 | SWS Partners | 35,721 | $961K | 0.3% | +36.1% | 0.007% | |
5/22/2025 | WBI Investments LLC | 59,479 | $1.60M | 0.4% | -12.9% | 0.012% | |
5/21/2025 | McAdam LLC | 245,856 | $6.61M | 0.4% | -13.6% | 0.051% | |
5/21/2025 | Geneos Wealth Management Inc. | 107,448 | $2.89M | 0.1% | +272.9% | 0.022% | |
5/20/2025 | Belpointe Asset Management LLC | 44,833 | $1.21M | 0.1% | N/A | 0.009% | |
5/20/2025 | Fortis Capital Advisors LLC | 44,833 | $1.21M | 0.2% | N/A | 0.009% | |
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5/20/2025 | Focus Partners Wealth | 251,059 | $6.75M | 0.0% | +327.5% | 0.052% | |
5/20/2025 | Anchor Investment Management LLC | 39,730 | $1.07M | 0.1% | -3.4% | 0.008% | |
5/19/2025 | Jane Street Group LLC | 57,270 | $1.54M | 0.0% | -74.2% | 0.012% | |
5/19/2025 | SageView Advisory Group LLC | 19,255 | $518K | 0.0% | -13.0% | 0.004% | |
5/19/2025 | Advisory Alpha LLC | 996,621 | $26.79M | 0.9% | +1.6% | 0.205% | |
5/19/2025 | Client 1ST Advisory Group LLC | 9,884 | $266K | 0.1% | -6.3% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 29,361 | $790K | 0.1% | N/A | 0.006% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 74,053 | $1.99M | 0.1% | +77.1% | 0.015% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,360,446 | $63.47M | 0.0% | -7.5% | 0.487% | |
5/16/2025 | Nepc LLC | 5,736,286 | $154.25M | 4.3% | -24.9% | 1.182% | |
5/16/2025 | NewEdge Advisors LLC | 85,804 | $2.31M | 0.0% | -9.6% | 0.018% | |
5/16/2025 | Integrated Wealth Concepts LLC | 141,182 | $3.80M | 0.0% | +42.5% | 0.029% | |
5/16/2025 | Greenline Partners LLC | 631,789 | $17.79M | 2.6% | -63.9% | 0.130% | |
5/16/2025 | Alliancebernstein L.P. | 7,610,439 | $204.65M | 0.1% | -0.4% | 1.569% | |
5/16/2025 | AQR Capital Management LLC | 76,197 | $2.05M | 0.0% | +180.7% | 0.016% | |
5/16/2025 | Algorithmic Investment Models LLC | 59,700 | $1.61M | 1.2% | +1.9% | 0.012% | |
5/16/2025 | American Trust Investment Advisors LLC | 210,346 | $5.66M | 2.4% | -2.2% | 0.043% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 29,738 | $800K | 0.0% | +28.3% | 0.006% | |
5/15/2025 | Royal Bank of Canada | 256,556 | $6.90M | 0.0% | -14.1% | 0.053% | |
5/15/2025 | Betterment LLC | 37,436 | $1.01M | 0.0% | -4.0% | 0.008% | |
5/15/2025 | MAI Capital Management | 6,254 | $168K | 0.0% | -6.1% | 0.001% | |
5/15/2025 | Calton & Associates Inc. | 14,953 | $402K | 0.1% | N/A | 0.003% | |
5/15/2025 | Hayek Kallen Investment Management | 40,550 | $1.09M | 0.4% | -6.2% | 0.008% | |
5/15/2025 | Baird Financial Group Inc. | 38,193 | $1.03M | 0.0% | N/A | 0.008% | |
5/15/2025 | WPG Advisers LLC | 6,103 | $164K | 0.2% | N/A | 0.001% | |
5/15/2025 | Tortoise Investment Management LLC | 642,118 | $17.27M | 1.8% | +37.5% | 0.132% | |
5/14/2025 | Transamerica Financial Advisors LLC | 335,471 | $9.02M | 0.9% | +6.0% | 0.069% | |
5/14/2025 | CreativeOne Wealth LLC | 252,415 | $6.79M | 0.2% | +3.3% | 0.052% | |
5/14/2025 | Quadcap Wealth Management LLC | 11,193 | $301K | 0.0% | +11.4% | 0.002% | |
5/14/2025 | Full Sail Capital LLC | 1,643,225 | $44.19M | 2.9% | +2.2% | 0.339% | |
Trump’s true trade war strategy (Ad) The media and financial pundits are all misreading Trump’s actions.
They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals…
They think his involvement in Ukraine is just another resource grab…
They think his tariffs will wreck the economy…
But they’re all missing the bigger picture. This is fast becoming the world’s most sought-after resource. |
5/14/2025 | Bakala Capital LLC | 36,566 | $983K | 5.6% | +20.9% | 0.008% | |
5/14/2025 | Comerica Bank | 92,420 | $2.49M | 0.0% | -10.0% | 0.019% | |
5/14/2025 | Napa Wealth Management | 97,105 | $2.61M | 1.5% | N/A | 0.020% | |
5/14/2025 | Smartleaf Asset Management LLC | 30,738 | $823K | 0.1% | +125.1% | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 130,987 | $3.52M | 0.0% | +382.4% | 0.027% | |
5/14/2025 | Jasper Ridge Partners L.P. | 7,808,873 | $209.98M | 6.7% | +3.8% | 1.610% | |
5/14/2025 | Kestra Advisory Services LLC | 100,475 | $2.70M | 0.0% | -31.0% | 0.021% | |
5/14/2025 | Strategic Financial Planning Inc. | 48,411 | $1.30M | 0.9% | -3.5% | 0.010% | |
5/14/2025 | Compound Planning Inc. | 27,249 | $733K | 0.0% | -39.9% | 0.006% | |
5/14/2025 | Ameriprise Financial Inc. | 2,526,251 | $68.07M | 0.0% | -19.4% | 0.521% | |
5/14/2025 | Bragg Financial Advisors Inc | 23,889 | $642K | 0.0% | -20.4% | 0.005% | |
5/14/2025 | CW Advisors LLC | 108,586 | $2.92M | 0.0% | -4.3% | 0.022% | |
5/14/2025 | Summit Financial LLC | 294,631 | $7.92M | 0.2% | -0.8% | 0.061% | |
5/14/2025 | Accredited Wealth Management LLC | 16,592 | $446K | 0.4% | -21.8% | 0.003% | |
5/14/2025 | VanderPol Investments L.L.C. | 28,654 | $770K | 1.6% | +97.8% | 0.006% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 40,405 | $1.09M | 0.5% | -9.1% | 0.008% | |
5/14/2025 | Capital Analysts LLC | 184,933 | $4.97M | 0.2% | +151.2% | 0.038% | |
5/14/2025 | Venture Visionary Partners LLC | 11,033 | $297K | 0.0% | -38.9% | 0.002% | |
5/14/2025 | Laraway Financial Advisors Inc | 23,727 | $638K | 0.5% | -2.3% | 0.005% | |
5/14/2025 | Korea Investment CORP | 896,446 | $24.11M | 0.1% | -22.7% | 0.185% | |
5/13/2025 | Ethos Financial Group LLC | 68,691 | $1.82M | 0.2% | -63.5% | 0.014% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 215,594 | $5.80M | 0.1% | +0.6% | 0.044% | |
5/13/2025 | Raymond James Financial Inc. | 764,480 | $20.56M | 0.0% | +3.8% | 0.156% | |
5/13/2025 | Oder Investment Management LLC | 22,242 | $598K | 0.5% | +3.6% | 0.005% | |
5/13/2025 | EverSource Wealth Advisors LLC | 20,848 | $561K | 0.0% | -5.9% | 0.004% | |
5/13/2025 | State Farm Mutual Automobile Insurance Co. | 8,478 | $228K | 0.0% | +1,271.8% | 0.002% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 109,632 | $2.95M | 0.1% | -5.2% | 0.022% | |
5/13/2025 | NFP Retirement Inc. | 83,913 | $2.26M | 0.2% | +5.2% | 0.017% | |
5/13/2025 | Brooklyn FI LLC | 8,192 | $220K | 0.1% | N/A | 0.002% | |
5/13/2025 | Rock Creek Group LP | 192,094 | $5.17M | 0.6% | +52.5% | 0.039% | |
5/13/2025 | HighTower Advisors LLC | 777,552 | $20.91M | 0.0% | +99.2% | 0.159% | |
5/13/2025 | Trajan Wealth LLC | 265,934 | $7.15M | 0.4% | +2.1% | 0.054% | |
5/13/2025 | Peak Financial Management Inc. | 488,206 | $13.13M | 3.9% | +3.4% | 0.100% | |
5/12/2025 | Kohmann Bosshard Financial Services LLC | 1,235,816 | $33.24M | 3.9% | +4.5% | 0.252% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 563,762 | $15.16M | 0.0% | -2.7% | 0.115% | |
5/12/2025 | SouthState Corp | 3,250 | $87K | 0.0% | N/A | 0.001% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 88,203 | $2.37M | 0.4% | -3.9% | 0.018% | |
5/12/2025 | Atlas Capital Advisors Inc. | 4,094 | $110K | 0.0% | +31.9% | 0.001% | |
5/12/2025 | JPMorgan Chase & Co. | 17,556,656 | $472.10M | 0.0% | +1,240.8% | 3.587% | |
5/12/2025 | Koss Olinger Consulting LLC | 79,396 | $2.14M | 0.2% | +7.5% | 0.016% | |
5/12/2025 | Summit Financial Strategies Inc. | 106,993 | $2.88M | 0.3% | +13.0% | 0.022% | |
5/12/2025 | Bristlecone Advisors LLC | 4,077 | $110K | 0.0% | -15.1% | 0.001% | |
5/12/2025 | Savvy Advisors Inc. | 13,115 | $353K | 0.0% | -51.6% | 0.003% | |
5/12/2025 | National Bank of Canada FI | 86,181 | $2.32M | 0.0% | +9,267.5% | 0.018% | |
5/12/2025 | Citigroup Inc. | 789,726 | $21.24M | 0.0% | -6.1% | 0.161% | |
5/12/2025 | Hirtle Callaghan & Co LLC | 412,901 | $11.10M | 0.4% | -39.7% | 0.084% | |
5/12/2025 | Alesco Advisors LLC | 5,501,679 | $147.94M | 4.6% | -1.2% | 1.124% | |
5/12/2025 | WealthPlan Investment Management LLC | 20,474 | $551K | 0.1% | -4.4% | 0.004% | |
5/9/2025 | Altfest L J & Co. Inc. | 1,433,926 | $38.56M | 4.8% | +100.8% | 0.293% | |
5/9/2025 | Foster Dykema Cabot & Partners LLC | 2,072 | $56K | 0.0% | -31.1% | 0.000% | |
Trump’s true trade war strategy (Ad) The media and financial pundits are all misreading Trump’s actions.
They think Trump wants to make Canada the 51st state because he’s desperate for critical minerals…
They think his involvement in Ukraine is just another resource grab…
They think his tariffs will wreck the economy…
But they’re all missing the bigger picture. This is fast becoming the world’s most sought-after resource. |
5/9/2025 | Citizens Financial Group Inc. RI | 279,580 | $7.52M | 0.1% | N/A | 0.057% | |
5/9/2025 | Fi3 FINANCIAL ADVISORS LLC | 300,117 | $8.07M | 3.3% | +28.3% | 0.061% | |
5/9/2025 | WealthShield Partners LLC | 2,633 | $71K | 0.0% | -18.6% | 0.001% | |
5/9/2025 | Exencial Wealth Advisors LLC | 183,989 | $4.95M | 0.2% | -2.1% | 0.038% | |
5/9/2025 | Clear Investment Research LLC | 40,854 | $1.10M | 1.5% | -3.6% | 0.008% | |
5/9/2025 | Wealthspire Advisors LLC | 945,964 | $25.44M | 0.2% | +92.9% | 0.193% | |
5/9/2025 | Atria Wealth Solutions Inc. | 28,349 | $762K | 0.0% | -66.5% | 0.006% | |
5/9/2025 | Empower Advisory Group LLC | 40,669,805 | $1.09B | 3.6% | +6.2% | 8.308% | |
5/9/2025 | Advyzon Investment Management LLC | 101,048 | $2.72M | 1.1% | +393.2% | 0.021% | |
5/9/2025 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 20,809 | $560K | 0.1% | N/A | 0.004% | |