5/13/2025 | Raymond James Financial Inc. | 117,315 | $7.22M | 0.0% | -18.6% | 9.942% | |
5/7/2025 | LPL Financial LLC | 21,673 | $1.33M | 0.0% | +44.6% | 1.806% | |
5/6/2025 | AE Wealth Management LLC | 870 | $54K | 0.0% | -20.5% | 0.073% | |
4/10/2025 | JBGlobal.com LLC | 3,410 | $210K | 0.2% | N/A | 0.277% | |
2/17/2025 | Bank of America Corp DE | 15,828 | $925K | 0.0% | +39.6% | 1.021% | |
2/14/2025 | IHT Wealth Management LLC | 5,554 | $325K | 0.0% | -3.7% | 0.358% | |
2/13/2025 | Raymond James Financial Inc. | 144,121 | $8.43M | 0.0% | N/A | 9.298% | |
2/13/2025 | Wells Fargo & Company MN | 5,393 | $315K | 0.0% | -5.3% | 0.348% | |
2/12/2025 | Alliancebernstein L.P. | 4,288 | $251K | 0.0% | N/A | 0.277% | |
2/12/2025 | Hazlett Burt & Watson Inc. | 689 | $40K | 0.0% | -68.3% | 0.044% | |
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2/11/2025 | LPL Financial LLC | 14,992 | $876K | 0.0% | -1.1% | 0.967% | |
2/7/2025 | Citizens Financial Group Inc. RI | 7,067 | $413K | 0.0% | +3.5% | 0.456% | |
2/6/2025 | Raymond James Financial Inc. | 144,121 | $8.43M | 0.0% | N/A | 9.298% | |
2/6/2025 | SBI Securities Co. Ltd. | 460 | $27K | 0.0% | N/A | 0.030% | |
1/29/2025 | Van ECK Associates Corp | 28,928 | $1.69M | 0.0% | +37.5% | 1.866% | |
1/28/2025 | Stephens Inc. AR | 5,300 | $310K | 0.0% | N/A | 0.342% | |
1/28/2025 | Kingsview Wealth Management LLC | 4,700 | $275K | 0.0% | N/A | 0.303% | |
11/15/2024 | Jane Street Group LLC | 4,195 | $295K | 0.0% | N/A | 0.271% | |
11/15/2024 | IHT Wealth Management LLC | 5,767 | $406K | 0.0% | -3.5% | 0.372% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 2,175 | $152K | 0.1% | -34.6% | 0.140% | |
10/21/2024 | Castleview Partners LLC | 902 | $64K | 0.0% | -46.0% | 0.058% | |
10/18/2024 | Raymond James & Associates | 174,653 | $12.30M | 0.0% | N/A | 11.268% | |
8/8/2024 | Fortune Financial Advisors LLC | 11,511 | $767K | 0.5% | +49.5% | 0.743% | |
7/31/2024 | Van ECK Associates Corp | 21,004 | $1.40M | 0.0% | -42.4% | 1.355% | |
7/31/2024 | Rothschild Investment LLC | 2,200 | $147K | 0.0% | N/A | 0.142% | |
7/26/2024 | Verdence Capital Advisors LLC | 3,600 | $240K | 0.0% | -21.7% | 0.232% | |
7/24/2024 | Family Firm Inc. | 931 | $62K | 0.0% | N/A | 0.060% | |
5/17/2024 | Comerica Bank | 5,297 | $385K | 0.0% | +89.4% | 0.342% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 91,019 | $6.61M | 1.9% | +1.1% | 5.872% | |
4/30/2024 | Van ECK Associates Corp | 36,460 | $2.65M | 0.0% | -29.2% | 2.352% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 3,325 | $248K | 0.1% | N/A | 0.215% | |
4/26/2024 | Verdence Capital Advisors LLC | 4,600 | $334K | 0.0% | +14.1% | 0.297% | |
3/4/2024 | Tucker Asset Management LLC | 517 | $38K | 0.0% | -23.2% | 0.028% | |
2/14/2024 | Barometer Capital Management Inc. | 9,300 | $686K | 0.2% | -25.0% | 0.508% | |
2/9/2024 | ProVise Management Group LLC | 4,836 | $357K | 0.0% | -11.7% | 0.264% | |
2/9/2024 | UBS Group AG | 196,391 | $14.49M | 0.0% | +7.4% | 10.732% | |
2/5/2024 | Van ECK Associates Corp | 51,510 | $3.80M | 0.0% | +19.6% | 2.815% | |
2/2/2024 | Citizens Financial Group Inc. RI | 6,825 | $503K | 0.0% | +2.8% | 0.373% | |
2/2/2024 | Truist Financial Corp | 5,315 | $392K | 0.0% | +3.0% | 0.290% | |
2/2/2024 | Simplex Trading LLC | 1,421 | $104K | 0.0% | N/A | 0.078% | |
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2/1/2024 | Riggs Asset Managment Co. Inc. | 90,042 | $6.64M | 2.1% | +1.2% | 4.920% | |
2/1/2024 | Verdence Capital Advisors LLC | 4,032 | $297K | 0.0% | N/A | 0.220% | |
1/23/2024 | U S Global Investors Inc. | 500 | $37K | 0.0% | N/A | 0.027% | |
11/15/2023 | Riggs Asset Managment Co. Inc. | 88,996 | $5.84M | 2.1% | +1.8% | 4.863% | |
11/9/2023 | UBS Group AG | 182,920 | $11.99M | 0.0% | +0.2% | 9.996% | |
11/8/2023 | Van ECK Associates Corp | 43,082 | $2.83M | 0.0% | -7.7% | 2.354% | |
11/8/2023 | Barometer Capital Management Inc. | 12,400 | $813K | 0.3% | +61.0% | 0.678% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,698 | $701K | 0.0% | +34.8% | 0.585% | |
10/18/2023 | Proficio Capital Partners LLC | 5,130 | $336K | 0.0% | N/A | 0.280% | |
10/13/2023 | Global Retirement Partners LLC | 1,894 | $119K | 0.0% | -9.6% | 0.103% | |
10/11/2023 | AE Wealth Management LLC | 3,109 | $204K | 0.0% | N/A | 0.170% | |
9/8/2023 | Tucker Asset Management LLC | 679 | $43K | 0.0% | -54.3% | 0.037% | |
8/24/2023 | ProVise Management Group LLC | 5,494 | $351K | 0.0% | -34.5% | 0.300% | |
8/10/2023 | Cetera Advisor Networks LLC | 5,112 | $327K | 0.0% | -35.9% | 0.279% | |
8/3/2023 | Atria Wealth Solutions Inc. | 3,166 | $202K | 0.0% | -4.6% | 0.173% | |
8/3/2023 | Van ECK Associates Corp | 46,694 | $2.99M | 0.0% | -19.7% | 2.552% | |
8/1/2023 | Truist Financial Corp | 6,053 | $387K | 0.0% | N/A | 0.315% | |
7/31/2023 | LPL Financial LLC | 25,122 | $1.61M | 0.0% | -22.4% | 1.308% | |
7/25/2023 | Camelot Portfolios LLC | 7,532 | $482K | 0.3% | N/A | 0.392% | |
7/21/2023 | Riggs Asset Managment Co. Inc. | 87,435 | $5.59M | 2.0% | +1.6% | 4.554% | |
7/20/2023 | Global Retirement Partners LLC | 2,095 | $134K | 0.0% | -19.9% | 0.109% | |
7/14/2023 | SeaCrest Wealth Management LLC | 7,690 | $492K | 0.1% | -23.6% | 0.401% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,939 | $508K | 0.0% | -45.5% | 0.413% | |
6/14/2023 | Atria Wealth Solutions Inc. | 3,320 | $212K | 0.0% | N/A | 0.173% | |
5/15/2023 | Catalyst Capital Advisors LLC | 1,479 | $94K | 0.0% | -18.3% | 0.077% | |
5/12/2023 | SeaCrest Wealth Management LLC | 10,062 | $641K | 0.1% | +4.6% | 0.524% | |
5/11/2023 | Tucker Asset Management LLC | 1,485 | $95K | 0.0% | N/A | 0.077% | |
5/10/2023 | Moran Wealth Management LLC | 15,157 | $966K | 0.0% | +2.7% | 0.789% | |
5/10/2023 | Resources Investment Advisors LLC. | 5,152 | $328K | 0.0% | -12.5% | 0.268% | |
5/9/2023 | Riggs Asset Managment Co. Inc. | 86,052 | $5.49M | 2.1% | +29,883.3% | 4.482% | |
5/8/2023 | ProVise Management Group LLC | 8,394 | $535K | 0.1% | -10.6% | 0.437% | |
5/8/2023 | Global Retirement Partners LLC | 2,617 | $155K | 0.0% | +26.3% | 0.136% | |
5/3/2023 | Van ECK Associates Corp | 58,132 | $3.71M | 0.0% | -13.1% | 3.028% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 652 | $42K | 0.0% | N/A | 0.034% | |
4/28/2023 | U S Global Investors Inc. | 800 | $51K | 0.0% | N/A | 0.042% | |
4/25/2023 | Millburn Ridgefield Corp | 1,479 | $94K | 0.0% | -18.3% | 0.077% | |
4/14/2023 | Raymond James & Associates | 6,859 | $437K | 0.0% | N/A | 0.375% | |
2/13/2023 | Moran Wealth Management LLC | 14,757 | $854K | 0.0% | N/A | 0.834% | |
2/10/2023 | ProVise Management Group LLC | 9,394 | $543K | 0.1% | +19.0% | 0.531% | |
2/9/2023 | Citizens Financial Group Inc RI | 6,641 | $384K | 0.0% | +4.9% | 0.375% | |
2/8/2023 | UBS Group AG | 164,971 | $9.54M | 0.0% | +6.9% | 9.320% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 3,982 | $230K | 0.0% | -22.9% | 0.225% | |
2/8/2023 | Van ECK Associates Corp | 66,861 | $3.87M | 0.0% | -4.0% | 3.777% | |
2/7/2023 | Catalyst Capital Advisors LLC | 1,810 | $105K | 0.0% | -23.7% | 0.102% | |
2/7/2023 | LPL Financial LLC | 25,116 | $1.45M | 0.0% | +24.0% | 1.419% | |
2/7/2023 | Cutler Group LLC CA | 1,480 | $85K | 0.0% | +155.2% | 0.084% | |
2/7/2023 | IFP Advisors Inc | 7,033 | $342K | 0.0% | +9.0% | 0.397% | |
2/7/2023 | Envestnet Asset Management Inc. | 4,585 | $265K | 0.0% | N/A | 0.259% | |
2/3/2023 | Spire Wealth Management | 896 | $52K | 0.0% | N/A | 0.051% | |
2/2/2023 | Resources Investment Advisors LLC. | 5,890 | $341K | 0.0% | N/A | 0.333% | |
This Is The Moment You Betray Trump (Or Prove Them Wrong) (Ad) They said you wouldn’t last—that Bidenflation, Wall Street selloffs, and DEI funds would break your loyalty to Trump’s economic plan. But now there’s a way to protect your retirement without backing down.
This free 2025 Wealth Protection Guide reveals how you can use a legal IRS loophole—nicknamed “Piggy Bank”—to shield your savings. Protect your savings without betraying Trump |
2/1/2023 | Bank of Montreal Can | 8,242 | $517K | 0.0% | +7,602.8% | 0.466% | |
1/20/2023 | Millburn Ridgefield Corp | 1,810 | $105K | 0.0% | -23.7% | 0.106% | |
11/16/2022 | SeaCrest Wealth Management LLC | 11,688 | $558K | 0.1% | +640.7% | 0.700% | |
11/15/2022 | Financial Advocates Investment Management | 6,802 | $325K | 0.0% | -49.9% | 0.407% | |
11/10/2022 | ExodusPoint Capital Management LP | 2,549 | $122K | 0.0% | +47.8% | 0.153% | |
11/10/2022 | Tower Research Capital LLC TRC | 4,384 | $210K | 0.0% | -79.2% | 0.263% | |
11/10/2022 | UBS Group AG | 154,373 | $7.37M | 0.0% | -1.3% | 9.244% | |
11/8/2022 | Catalyst Capital Advisors LLC | 2,372 | $113K | 0.0% | -7.3% | 0.142% | |
11/4/2022 | Simplex Trading LLC | 7,924 | $378K | 0.0% | N/A | 0.474% | |
10/27/2022 | Van ECK Associates Corp | 69,646 | $3.33M | 0.0% | -12.8% | 4.170% | |