8/8/2025 | Creative Planning | 33,622 | $844K | 0.0% | +25.0% | 0.006% | |
8/8/2025 | Meridian Wealth Management LLC | 26,601 | $668K | 0.0% | +164.5% | 0.005% | |
8/8/2025 | Foundations Investment Advisors LLC | 10,037 | $252K | 0.0% | N/A | 0.002% | |
8/8/2025 | SBI Securities Co. Ltd. | 1,669,259 | $41.92M | 1.2% | +46.1% | 0.322% | |
8/7/2025 | Rathbones Group PLC | 12,700 | $319K | 0.0% | -4.5% | 0.002% | |
8/6/2025 | Prospera Financial Services Inc | 29,280 | $735K | 0.0% | N/A | 0.006% | |
8/6/2025 | CloudAlpha Capital Management Limited Hong Kong | 903,100 | $22.68M | 1.2% | N/A | 0.174% | |
8/5/2025 | Simplex Trading LLC | 515,960 | $12.96M | 0.0% | -41.5% | 0.099% | |
8/5/2025 | Optivise Advisory Services LLC | 17,956 | $451K | 0.2% | +36.1% | 0.003% | |
8/5/2025 | Bank of Montreal Can | 5,933 | $149K | 0.0% | +26.7% | 0.001% | |
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8/5/2025 | Westwood Wealth Management | 304,070 | $7.64M | 2.6% | +31.5% | 0.059% | |
8/4/2025 | Spire Wealth Management | 1,924 | $48K | 0.0% | -99.0% | 0.000% | |
8/1/2025 | Howard Capital Management Inc. | 197,439 | $4.96M | 0.1% | +98.8% | 0.038% | |
8/1/2025 | May Hill Capital LLC | 8,345 | $210K | 0.1% | N/A | 0.002% | |
8/1/2025 | Belvedere Trading LLC | 23,831 | $598K | 0.0% | -81.4% | 0.005% | |
7/31/2025 | Optimum Investment Advisors | 1,300 | $33K | 0.0% | +550.0% | 0.000% | |
7/30/2025 | St. Johns Investment Management Company LLC | 4,468 | $112K | 0.1% | +55.1% | 0.001% | |
7/30/2025 | Bogart Wealth LLC | 8,500 | $213K | 0.0% | +88.9% | 0.002% | |
7/29/2025 | Stratos Wealth Advisors LLC | 30,793 | $773K | 0.0% | +38.6% | 0.006% | |
7/28/2025 | Triton Wealth Management PLLC | 51,806 | $1.33M | 0.6% | N/A | 0.010% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 20,686 | $519K | 0.0% | +49.1% | 0.004% | |
7/18/2025 | NRI Wealth Management LC | 39,074 | $981K | 0.6% | N/A | 0.007% | |
7/17/2025 | Archford Capital Strategies LLC | 8,436 | $212K | 0.0% | -58.5% | 0.002% | |
7/16/2025 | Signaturefd LLC | 3,650 | $92K | 0.0% | -18.9% | 0.001% | |
7/15/2025 | Surience Private Wealth LLC | 52,217 | $1.31M | 1.2% | N/A | 0.010% | |
7/15/2025 | StoneCrest Wealth Management Inc. | 10,417 | $262K | 0.1% | -12.5% | 0.002% | |
7/14/2025 | Hoey Investments Inc. | 8,202 | $206K | 0.0% | -67.7% | 0.002% | |
7/14/2025 | Toth Financial Advisory Corp | 13,639 | $342K | 0.0% | -56.3% | 0.003% | |
7/14/2025 | Abound Wealth Management | 5,400 | $136K | 0.0% | N/A | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 12,220 | $307K | 0.0% | +772.9% | 0.002% | |
7/8/2025 | Parallel Advisors LLC | 16,257 | $408K | 0.0% | +194.9% | 0.003% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 34,538 | $867K | 0.1% | +1,626.9% | 0.006% | |
6/27/2025 | Goldman Sachs Group Inc. | 27,421 | $437K | 0.0% | -79.8% | 0.005% | |
5/16/2025 | Stuart Chaussee & Associates Inc. | 47,000 | $750K | 0.2% | N/A | 0.007% | |
5/16/2025 | Goldman Sachs Group Inc. | 27,421 | $437K | 0.0% | -79.8% | 0.004% | |
5/15/2025 | DRW Securities LLC | 35,767 | $570K | 0.0% | N/A | 0.005% | |
5/14/2025 | Westwood Wealth Management | 231,245 | $3.69M | 1.6% | +1.2% | 0.033% | |
5/14/2025 | M Holdings Securities Inc. | 23,246 | $371K | 0.1% | N/A | 0.003% | |
5/13/2025 | Rathbones Group PLC | 13,300 | $212K | 0.0% | N/A | 0.002% | |
5/12/2025 | Meridian Wealth Management LLC | 10,058 | $160K | 0.0% | +6.6% | 0.001% | |
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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5/12/2025 | Simplex Trading LLC | 882,724 | $14.08M | 0.0% | -11.8% | 0.109% | |
5/9/2025 | Belvedere Trading LLC | 127,895 | $2.04M | 0.0% | N/A | 0.016% | |
5/9/2025 | Headlands Technologies LLC | 41,579 | $663K | 0.1% | N/A | 0.005% | |
5/9/2025 | Smithfield Trust Co | 87,000 | $1.39M | 0.1% | N/A | 0.011% | |
5/9/2025 | Bank of Nova Scotia | 26,092 | $416K | 0.0% | N/A | 0.003% | |
5/9/2025 | PNC Financial Services Group Inc. | 7,022 | $112K | 0.0% | -12.5% | 0.001% | |
5/8/2025 | XTX Topco Ltd | 103,848 | $1.66M | 0.1% | +370.4% | 0.013% | |
5/7/2025 | Drive Wealth Management LLC | 17,500 | $280K | 0.1% | N/A | 0.002% | |
5/5/2025 | Morse Asset Management Inc | 38,028 | $607K | 0.2% | +23.0% | 0.005% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 10,000 | $160K | 0.0% | N/A | 0.001% | |
5/2/2025 | SBI Securities Co. Ltd. | 1,142,842 | $18.23M | 0.6% | +14.8% | 0.141% | |
5/2/2025 | Bogart Wealth LLC | 4,500 | $72K | 0.0% | N/A | 0.001% | |
5/2/2025 | Signaturefd LLC | 4,500 | $72K | 0.0% | +50.0% | 0.001% | |
5/2/2025 | Edgestream Partners L.P. | 30,972 | $494K | 0.0% | +134.8% | 0.004% | |
4/30/2025 | Stratos Wealth Advisors LLC | 22,214 | $354K | 0.0% | +58.8% | 0.003% | |
4/29/2025 | REDW Wealth LLC | 20,000 | $319K | 0.1% | N/A | 0.002% | |
4/28/2025 | Capital Investment Counsel Inc | 6,250 | $100K | 0.0% | N/A | 0.001% | |
4/28/2025 | Summit Trail Advisors LLC | 30,250 | $483K | 0.0% | N/A | 0.004% | |
4/28/2025 | Vontobel Holding Ltd. | 12,235 | $195K | 0.0% | N/A | 0.002% | |
4/23/2025 | KG&L Capital Management LLC | 29,577 | $472K | 0.2% | +52.3% | 0.004% | |
4/23/2025 | Spire Wealth Management | 197,122 | $3.14M | 0.1% | +14,970.5% | 0.024% | |
4/23/2025 | Global Assets Advisory LLC | 15,278 | $244K | 0.0% | N/A | 0.002% | |
4/23/2025 | Archford Capital Strategies LLC | 20,343 | $324K | 0.0% | +49.4% | 0.003% | |
4/23/2025 | St. Johns Investment Management Company LLC | 2,880 | $46K | 0.0% | N/A | 0.000% | |
4/23/2025 | Crewe Advisors LLC | 3,830 | $61K | 0.0% | +52.6% | 0.000% | |
4/18/2025 | Optivise Advisory Services LLC | 13,196 | $210K | 0.1% | N/A | 0.003% | |
4/17/2025 | PayPay Securities Corp | 3,799 | $61K | 3.5% | +67.4% | 0.001% | |
4/16/2025 | Hoey Investments Inc. | 25,418 | $405K | 0.1% | -12.3% | 0.006% | |
4/15/2025 | Integrated Advisors Network LLC | 60,144 | $959K | 0.0% | N/A | 0.014% | |
4/14/2025 | IMC Chicago LLC | 146,526 | $2.34M | 0.0% | +83.3% | 0.033% | |
4/14/2025 | Toth Financial Advisory Corp | 31,189 | $497K | 0.1% | -45.9% | 0.007% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,000 | $32K | 0.0% | N/A | 0.000% | |
4/8/2025 | Parallel Advisors LLC | 5,512 | $88K | 0.0% | +46.9% | 0.001% | |
3/6/2025 | Copia Wealth Management | 1,329 | $36K | 0.0% | N/A | 0.000% | |
2/26/2025 | LM Advisors LLC | 75,200 | $2.05M | 0.3% | +667.3% | 0.024% | |
2/17/2025 | Visionary Wealth Advisors | 9,633 | $263K | 0.0% | +6.8% | 0.004% | |
2/17/2025 | Snowden Capital Advisors LLC | 7,492 | $205K | 0.0% | -80.6% | 0.003% | |
2/17/2025 | Morse Asset Management Inc | 30,910 | $844K | 0.2% | +1.2% | 0.011% | |
2/17/2025 | Cantor Fitzgerald L. P. | 17,516 | $478K | 0.0% | -63.3% | 0.006% | |
2/17/2025 | BNP Paribas Financial Markets | 300,000 | $8.19M | 0.0% | +117,087.5% | 0.111% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,886 | $52K | 0.0% | -87.5% | 0.001% | |
2/14/2025 | Seaview Investment Managers LLC | 13,029 | $356K | 0.1% | +72.4% | 0.005% | |
2/13/2025 | XTX Topco Ltd | 22,077 | $603K | 0.0% | N/A | 0.008% | |
2/13/2025 | Mariner LLC | 9,490 | $259K | 0.0% | -3.9% | 0.004% | |
2/13/2025 | Barclays PLC | 16,500 | $451K | 0.0% | -32.4% | 0.006% | |
2/13/2025 | Rollins Financial Advisors LLC | 9,464 | $258K | 0.0% | -11.7% | 0.003% | |
2/13/2025 | Bank of Montreal Can | 8,010 | $219K | 0.0% | -16.4% | 0.003% | |
2/13/2025 | Westwood Wealth Management | 228,445 | $6.24M | 2.3% | -11.0% | 0.084% | |
2/12/2025 | Hoey Investments Inc. | 28,978 | $791K | 0.1% | -23.7% | 0.011% | |
2/12/2025 | CIBC Private Wealth Group LLC | 48,111 | $1.45M | 0.0% | +11.6% | 0.018% | |
A new rule goes live in July — and the banks are quietly crushing it (Ad) A little-known regulation quietly goes into effect this July.
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2/12/2025 | X Square Capital LLC | 27,330 | $746K | 0.3% | +44.4% | 0.010% | |
2/12/2025 | LM Advisors LLC | 75,200 | $2.05M | 0.4% | +667.3% | 0.028% | |
2/11/2025 | Simplex Trading LLC | 1,000,338 | $27.32M | 0.0% | +30.8% | 0.369% | |
2/11/2025 | Virtu Financial LLC | 16,273 | $444K | 0.0% | N/A | 0.006% | |
2/11/2025 | TAP Consulting LLC | 7,882 | $215K | 0.0% | +22.9% | 0.003% | |
2/10/2025 | Signaturefd LLC | 3,000 | $82K | 0.0% | +50.0% | 0.001% | |
2/10/2025 | Corient Private Wealth LLC | 30,374 | $830K | 0.0% | +15.5% | 0.011% | |
2/10/2025 | Intrepid Financial Planning Group LLC | 8,798 | $240K | 0.1% | -23.5% | 0.003% | |
2/10/2025 | Commonwealth Equity Services LLC | 32,497 | $887K | 0.0% | -2.5% | 0.012% | |
2/10/2025 | Farther Finance Advisors LLC | 1,067 | $29K | 0.0% | N/A | 0.000% | |