8/18/2025 | Tactive Advisors LLC | 19,312 | $665K | 0.2% | N/A | 0.032% | |
8/15/2025 | Global View Capital Management LLC | 13,610 | $468K | 0.1% | -48.5% | 0.023% | |
8/15/2025 | Visionary Wealth Advisors | 9,472 | $326K | 0.0% | +5.6% | 0.016% | |
8/15/2025 | Orion Porfolio Solutions LLC | 6,775 | $233K | 0.0% | N/A | 0.011% | |
8/15/2025 | MML Investors Services LLC | 59,341 | $2.04M | 0.0% | +70.0% | 0.098% | |
8/15/2025 | McIlrath & Eck LLC | 353,055 | $12.15M | 1.4% | N/A | 0.585% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 260,101 | $8.95M | 1.8% | +16.1% | 0.431% | |
8/15/2025 | Modern Wealth Management LLC | 9,225 | $317K | 0.0% | N/A | 0.015% | |
8/15/2025 | EP Wealth Advisors LLC | 7,894 | $272K | 0.0% | N/A | 0.013% | |
8/15/2025 | Blue Capital Inc. | 42,821 | $1.47M | 1.0% | N/A | 0.071% | |
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8/15/2025 | Bank of America Corp DE | 1,048,895 | $36.09M | 0.0% | +12.9% | 1.738% | |
8/15/2025 | Ameriprise Financial Inc. | 94,546 | $3.26M | 0.0% | -20.6% | 0.157% | |
8/14/2025 | Raymond James Financial Inc. | 106,407 | $3.66M | 0.0% | -54.5% | 0.176% | |
8/14/2025 | Transamerica Financial Advisors LLC | 27,052 | $931K | 0.1% | +16.9% | 0.045% | |
8/14/2025 | Betterment LLC | 13,341 | $459K | 0.0% | -31.3% | 0.022% | |
8/14/2025 | HUB Investment Partners LLC | 11,162 | $384K | 0.0% | -46.4% | 0.018% | |
8/14/2025 | NewEdge Advisors LLC | 124,311 | $4.28M | 0.0% | +9.0% | 0.206% | |
8/14/2025 | Intrepid Family Office LLC | 100,000 | $3.44M | 2.8% | +100.0% | 0.166% | |
8/14/2025 | CoreFirst Bank & Trust | 1,400 | $48K | 0.0% | N/A | 0.002% | |
8/14/2025 | Acorn Wealth Advisors LLC | 28,397 | $977K | 0.4% | -2.8% | 0.047% | |
8/14/2025 | Cerity Partners LLC | 19,855 | $683K | 0.0% | +7.9% | 0.033% | |
8/13/2025 | Quantum Portfolio Management LLC | 16,246 | $559K | 0.3% | +73.8% | 0.027% | |
8/13/2025 | Baird Financial Group Inc. | 30,318 | $1.04M | 0.0% | +2.2% | 0.050% | |
8/13/2025 | WCG Wealth Advisors LLC | 17,836 | $614K | 0.0% | +10.7% | 0.030% | |
8/13/2025 | Denver Wealth Management Inc. | 18,021 | $620K | 0.3% | -1.6% | 0.030% | |
8/13/2025 | Quadrature Capital Ltd | 506,714 | $17.43M | 0.3% | +250.9% | 0.840% | |
8/13/2025 | Level Four Advisory Services LLC | 6,670 | $230K | 0.0% | N/A | 0.011% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 3,822 | $132K | 0.0% | +268.9% | 0.006% | |
8/13/2025 | Copley Financial Group Inc. | 85,297 | $2.94M | 2.2% | -1.0% | 0.141% | |
8/13/2025 | Choreo LLC | 15,618 | $537K | 0.0% | +13.3% | 0.026% | |
8/12/2025 | Laurel Wealth Advisors LLC | 59,874 | $2.06M | 0.0% | +3,341.0% | 0.099% | |
8/12/2025 | Insigneo Advisory Services LLC | 6,714 | $231K | 0.0% | N/A | 0.011% | |
8/12/2025 | CreativeOne Wealth LLC | 14,566 | $501K | 0.0% | +14.1% | 0.024% | |
8/12/2025 | Seeds Investor LLC | 26,797 | $922K | 0.2% | +37.7% | 0.044% | |
8/12/2025 | JPMorgan Chase & Co. | 1,739,018 | $59.84M | 0.0% | +3,290.6% | 2.882% | |
8/11/2025 | Paul R. Ried Financial Group LLC | 22,833 | $786K | 0.5% | -26.1% | 0.039% | |
8/11/2025 | Western Wealth Management LLC | 10,591 | $364K | 0.0% | +30.8% | 0.018% | |
8/8/2025 | Rockefeller Capital Management L.P. | 55,481 | $1.91M | 0.0% | +1.6% | 0.095% | |
8/8/2025 | Kingsview Wealth Management LLC | 11,449 | $394K | 0.0% | +3.8% | 0.020% | |
8/8/2025 | Cetera Investment Advisers | 226,791 | $7.80M | 0.0% | +18.2% | 0.389% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
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8/8/2025 | Creative Planning | 16,462 | $566K | 0.0% | +32.7% | 0.028% | |
8/8/2025 | OmniStar Financial Group Inc. | 12,194 | $420K | 0.3% | -5.1% | 0.021% | |
8/8/2025 | Empower Advisory Group LLC | 12,680 | $436K | 0.0% | +10.3% | 0.022% | |
8/8/2025 | Foundations Investment Advisors LLC | 73,485 | $2.53M | 0.0% | -34.4% | 0.126% | |
8/8/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 450,000 | $15.45M | 0.1% | -10.0% | 0.772% | |
8/6/2025 | AE Wealth Management LLC | 16,899 | $581K | 0.0% | +125.5% | 0.029% | |
8/6/2025 | Stone House Investment Management LLC | 817 | $28K | 0.0% | N/A | 0.001% | |
8/4/2025 | AlphaStar Capital Management LLC | 9,469 | $326K | 0.0% | N/A | 0.016% | |
8/4/2025 | Haven Private LLC | 10,457 | $360K | 0.2% | N/A | 0.018% | |
8/4/2025 | AMG National Trust Bank | 588,862 | $20.26M | 0.5% | +3.1% | 1.010% | |
8/4/2025 | IFG Advisory LLC | 33,139 | $1.14M | 0.1% | +6.2% | 0.057% | |
8/4/2025 | Silver Coast Investments LLC | 90,508 | $3.11M | 1.1% | -6.5% | 0.155% | |
8/4/2025 | World Investment Advisors | 164,425 | $5.66M | 0.1% | -2.8% | 0.282% | |
8/1/2025 | Anson Capital Inc. | 14,429 | $497K | 0.4% | +39.7% | 0.025% | |
8/1/2025 | Wealth Watch Advisors INC | 14,484 | $498K | 0.3% | N/A | 0.025% | |
8/1/2025 | Envestnet Asset Management Inc. | 205,506 | $7.07M | 0.0% | +33.8% | 0.352% | |
7/31/2025 | Fielder Capital Group LLC | 105,284 | $3.62M | 1.0% | -9.9% | 0.181% | |
7/31/2025 | 180 Wealth Advisors LLC | 155,650 | $5.36M | 0.7% | +2.7% | 0.267% | |
7/30/2025 | Capital Wealth Alliance LLC | 12,351 | $425K | 0.2% | +12.2% | 0.021% | |
7/30/2025 | Freedom Investment Management Inc. | 6,230 | $214K | 0.0% | -33.9% | 0.011% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 29,980 | $1.03M | 0.3% | +6.6% | 0.051% | |
7/30/2025 | Journey Advisory Group LLC | 67,369 | $2.32M | 0.2% | -1.7% | 0.116% | |
7/29/2025 | Systelligence LLC | 284,006 | $9.77M | 1.8% | -0.3% | 0.487% | |
7/29/2025 | Tradewinds Capital Management LLC | 4,565 | $157K | 0.0% | -99.0% | 0.008% | |
7/29/2025 | Stratos Wealth Partners LTD. | 13,713 | $472K | 0.0% | -21.0% | 0.024% | |
7/29/2025 | Stableford Capital II LLC | 65,096 | $2.37M | 0.9% | -1.5% | 0.112% | |
7/28/2025 | Pettinga Financial Advisors LLC | 116,375 | $4.00M | 0.9% | -7.8% | 0.200% | |
7/28/2025 | Harbour Investments Inc. | 13,267 | $457K | 0.0% | +28.1% | 0.023% | |
7/28/2025 | Kiker Wealth Management LLC | 121,662 | $4.19M | 2.4% | +680.7% | 0.209% | |
7/25/2025 | Concurrent Investment Advisors LLC | 19,241 | $662K | 0.0% | -1.7% | 0.033% | |
7/24/2025 | Comprehensive Money Management Services LLC | 18,344 | $631K | 0.5% | -2.5% | 0.031% | |
7/24/2025 | US Bancorp DE | 70,488 | $2.43M | 0.0% | -1.8% | 0.121% | |
7/23/2025 | Vontobel Holding Ltd. | 20,850 | $717K | 0.0% | -4.6% | 0.036% | |
7/23/2025 | Capital Management Associates Inc | 347,063 | $11.94M | 3.8% | -1.4% | 0.595% | |
7/22/2025 | Merit Financial Group LLC | 137,023 | $4.72M | 0.1% | +2.9% | 0.235% | |
7/22/2025 | Simplicity Wealth LLC | 30,304 | $1.04M | 0.0% | N/A | 0.052% | |
7/21/2025 | Matauro LLC | 14,683 | $505K | 0.1% | N/A | 0.025% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 7,300 | $251K | 0.0% | N/A | 0.013% | |
7/18/2025 | Vicus Capital | 13,431 | $462K | 0.0% | +25.7% | 0.023% | |
7/18/2025 | Trust Co. of Vermont | 1,615 | $56K | 0.0% | N/A | 0.003% | |
7/17/2025 | Janney Montgomery Scott LLC | 6,155 | $212K | 0.0% | N/A | 0.011% | |
7/17/2025 | Forefront Wealth Management Inc. | 47,401 | $1.63M | 1.3% | N/A | 0.082% | |
7/17/2025 | Avior Wealth Management LLC | 137,063 | $4.72M | 0.2% | -0.4% | 0.237% | |
7/16/2025 | Global Wealth Management LLC | 27,903 | $1.01M | 0.6% | +3.2% | 0.048% | |
7/15/2025 | Mather Group LLC. | 7,333 | $252K | 0.0% | +12.5% | 0.013% | |
7/14/2025 | Sowell Financial Services LLC | 91,196 | $3.14M | 0.1% | -29.7% | 0.158% | |
7/11/2025 | Myecfo LLC | 62,602 | $2.15M | 1.1% | +2.3% | 0.108% | |
7/10/2025 | CWC Advisors LLC. | 10,883 | $374K | 0.2% | +10.1% | 0.019% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 45,900 | $1.61M | 0.0% | +18.9% | 0.079% | |
7/10/2025 | Focus Financial Network Inc. | 11,054 | $380K | 0.0% | +4.8% | 0.019% | |
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7/8/2025 | Gradient Investments LLC | 261,689 | $9.01M | 0.2% | +7.4% | 0.453% | |
7/3/2025 | City Center Advisors LLC | 14,054 | $484K | 0.5% | -17.3% | 0.025% | |
5/29/2025 | Apeiron RIA LLC | 66,317 | $2.16M | 0.7% | +5.3% | 0.124% | |
5/22/2025 | Mattson Financial Services LLC | 1,692 | $55K | 0.0% | -52.6% | 0.003% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,181 | $201K | 0.0% | +45.1% | 0.012% | |
5/16/2025 | Hamilton Capital LLC | 8,090 | $263K | 0.0% | +5.5% | 0.015% | |
5/16/2025 | Jones Financial Companies Lllp | 84,008 | $2.73M | 0.0% | +48.3% | 0.157% | |
5/16/2025 | NewEdge Advisors LLC | 114,083 | $3.71M | 0.0% | +11.7% | 0.213% | |
5/15/2025 | Royal Bank of Canada | 180,144 | $5.86M | 0.0% | +2.0% | 0.337% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 223,986 | $7.28M | 1.6% | +444.4% | 0.419% | |