| 8/5/2025 | TIAA Trust National Association | 235,953 | $12.70M | 0.0% | -15.1% | 2.819% | |
| 8/5/2025 | Gould Asset Management LLC CA | 10,300 | $554K | 0.1% | -6.9% | 0.123% | |
| 7/30/2025 | Arbor Investment Advisors LLC | 89,286 | $4.80M | 0.6% | +1.5% | 1.067% | |
| 7/15/2025 | TD Private Client Wealth LLC | 15,708 | $845K | 0.0% | +35.3% | 0.190% | |
| 5/8/2025 | TIAA Trust National Association | 277,986 | $15.02M | 0.0% | -43.1% | 3.341% | |
| 4/29/2025 | TD Private Client Wealth LLC | 11,612 | $627K | 0.0% | +89.7% | 0.140% | |
| 4/25/2025 | Arbor Investment Advisors LLC | 88,006 | $4.75M | 0.6% | +1.4% | 1.058% | |
| 4/14/2025 | Farther Finance Advisors LLC | 948 | $51K | 0.0% | N/A | 0.012% | |
| 2/24/2025 | Ameriflex Group Inc. | 3,646 | $193K | 0.1% | N/A | 0.045% | |
| 2/17/2025 | Captrust Financial Advisors | 22,048 | $1.15M | 0.0% | -30.4% | 0.233% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 72,249 | $3.78M | 0.0% | -8.0% | 0.763% | |
| 2/14/2025 | Arkos Global Advisors | 4,822 | $252K | 0.0% | -41.0% | 0.051% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 36,032 | $1.88M | 0.0% | -0.7% | 0.380% | |
| 2/12/2025 | Summit Financial LLC | 22,045 | $1.15M | 0.0% | +2.8% | 0.233% | |
| 2/12/2025 | JPMorgan Chase & Co. | 3,389 | $177K | 0.0% | -30.5% | 0.036% | |
| 2/11/2025 | TIAA Trust National Association | 488,640 | $25.56M | 0.1% | +136.2% | 5.160% | |
| 2/6/2025 | Jones Financial Companies Lllp | 2,937 | $154K | 0.0% | +397.0% | 0.031% | |
| 2/4/2025 | Arbor Investment Advisors LLC | 86,799 | $4.54M | 0.6% | +5.7% | 0.917% | |
| 12/26/2024 | JPMorgan Chase & Co. | 4,876 | $258K | 0.0% | -83.2% | 0.051% | |
| 11/18/2024 | TD Private Client Wealth LLC | 6,270 | $331K | 0.0% | +68.7% | 0.066% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 36,274 | $1.92M | 0.0% | N/A | 0.383% | |
| 11/14/2024 | Flow Traders U.S. LLC | 22,342 | $1.18M | 0.1% | N/A | 0.236% | |
| 11/14/2024 | Captrust Financial Advisors | 31,683 | $1.67M | 0.0% | -0.8% | 0.335% | |
| 10/24/2024 | Arbor Investment Advisors LLC | 82,087 | $4.34M | 0.6% | +7.2% | 0.867% | |
| 10/8/2024 | Parkside Advisors LLC | 10,383 | $548K | 0.1% | -30.9% | 0.110% | |
| 10/7/2024 | Marathon Strategic Advisors LLC | 5,499 | $290K | 0.3% | -7.9% | 0.058% | |
| 8/1/2024 | TIAA Trust National Association | 266,495 | $13.76M | 0.0% | +2.9% | 2.814% | |
| 7/11/2024 | Canandaigua National Bank & Trust Co. | 4,150 | $214K | 0.0% | N/A | 0.044% | |
| 7/8/2024 | Marathon Strategic Advisors LLC | 5,970 | $308K | 0.4% | -5.0% | 0.063% | |
| 5/17/2024 | Comerica Bank | 1,700 | $88K | 0.0% | -85.5% | 0.017% | |
| 5/10/2024 | TIAA Trust National Association | 258,941 | $13.34M | 0.0% | +1.4% | 2.650% | |
| 5/4/2024 | Gould Asset Management LLC CA | 11,550 | $595K | 0.1% | -11.4% | 0.118% | |
| 4/30/2024 | Marathon Strategic Advisors LLC | 6,281 | $323K | 0.4% | -8.6% | 0.064% | |
| 4/23/2024 | Arbor Investment Advisors LLC | 55,648 | $2.87M | 0.4% | +56.9% | 0.547% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 27,306 | $1.40M | 0.0% | -4.1% | 0.177% | |
| 2/9/2024 | InterOcean Capital Group LLC | 45,090 | $2.31M | 0.1% | -13.1% | 0.291% | |
| 2/2/2024 | Gould Asset Management LLC CA | 13,030 | $666K | 0.2% | +5.2% | 0.084% | |
| 1/29/2024 | Arbor Investment Advisors LLC | 35,463 | $1.81M | 0.3% | +56.6% | 0.229% | |
| 1/23/2024 | TIAA Trust National Association | 255,451 | $13.07M | 0.0% | +34.4% | 1.651% | |
| 10/27/2023 | TIAA Trust National Association | 190,124 | $9.52M | 0.0% | N/A | 1.229% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
| 10/24/2023 | Arbor Investment Advisors LLC | 22,651 | $1.14M | 0.2% | +3.3% | 0.146% | |
| 10/24/2023 | Gould Asset Management LLC CA | 12,390 | $621K | 0.2% | -24.2% | 0.080% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 28,486 | $1.43M | 0.0% | -29.8% | 0.184% | |
| 8/9/2023 | Flow Traders U.S. LLC | 59,624 | $3.00M | 0.1% | N/A | 0.385% | |
| 8/7/2023 | Gould Asset Management LLC CA | 16,340 | $822K | 0.2% | -3.7% | 0.106% | |
| 7/31/2023 | TIAA FSB | 199,378 | $10.03M | 0.0% | -5.3% | 1.289% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 40,574 | $2.04M | 0.0% | -5.5% | 0.220% | |
| 5/11/2023 | Cambridge Investment Research Advisors Inc. | 42,936 | $2.19M | 0.0% | -37.6% | 0.228% | |
| 5/10/2023 | Arkos Global Advisors | 165,918 | $8.47M | 1.7% | -11.9% | 0.882% | |
| 5/2/2023 | Gould Asset Management LLC CA | 16,975 | $866K | 0.2% | +2.9% | 0.090% | |
| 4/21/2023 | Arbor Investment Advisors LLC | 21,990 | $1.12M | 0.2% | -18.5% | 0.117% | |
| 4/19/2023 | TIAA FSB | 210,622 | $10.75M | 0.0% | -58.4% | 1.119% | |
| 3/6/2023 | OLD Mission Capital LLC | 1,196 | $60K | 0.0% | N/A | 0.005% | |
| 2/14/2023 | Arkos Global Advisors | 188,261 | $9.39M | 2.4% | -17.5% | 0.853% | |
| 2/10/2023 | SVB Wealth LLC | 51,944 | $2.59M | 0.0% | +9.5% | 0.235% | |
| 2/9/2023 | Sowell Financial Services LLC | 220,070 | $11.00M | 0.7% | +106.9% | 0.997% | |
| 2/9/2023 | Gould Asset Management LLC CA | 16,490 | $822K | 0.2% | N/A | 0.075% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 68,793 | $3.43M | 0.0% | -8.9% | 0.312% | |
| 2/6/2023 | Parallel Advisors LLC | 921 | $46K | 0.0% | -50.8% | 0.004% | |
| 1/27/2023 | Arbor Investment Advisors LLC | 26,984 | $1.35M | 0.3% | +43.5% | 0.122% | |
| 11/15/2022 | Sowell Financial Services LLC | 106,372 | $5.26M | 0.5% | N/A | 0.411% | |
| 11/14/2022 | One Wealth Advisors LLC | 5,623 | $278K | 0.1% | +8.7% | 0.021% | |
| 11/14/2022 | Arkos Global Advisors | 228,298 | $11.28M | 3.4% | -5.6% | 0.858% | |
| 11/14/2022 | One Capital Management LLC | 314,096 | $15.52M | 0.9% | -2.9% | 1.180% | |
| 11/9/2022 | SVB Wealth LLC | 47,450 | $2.35M | 0.0% | N/A | 0.178% | |
| 11/3/2022 | Abbrea Capital LLC | 81,021 | $4.00M | 0.8% | -7.8% | 0.308% | |
| 11/1/2022 | Allegheny Financial Group LTD | 158,479 | $7.83M | 3.7% | +1.7% | 0.595% | |
| 11/1/2022 | MAS Advisors LLC | 42,871 | $2.12M | 1.4% | -4.5% | 0.161% | |
| 11/1/2022 | Arbor Investment Advisors LLC | 18,808 | $929K | 0.2% | +19.6% | 0.071% | |
| 10/17/2022 | Cambridge Investment Research Advisors Inc. | 75,495 | $3.73M | 0.0% | +21.7% | 0.276% | |
| 10/13/2022 | Bennicas & Associates Inc. | 194,140 | $9.59M | 6.1% | -1.6% | 0.709% | |
| 10/11/2022 | TIAA FSB | 526,173 | $26.00M | 0.1% | -6.4% | 1.919% | |
| 8/15/2022 | One Wealth Advisors LLC | 5,172 | $270K | 0.1% | N/A | 0.018% | |
| 8/13/2022 | Flow Traders U.S. LLC | 12,509 | $654K | 0.0% | N/A | 0.043% | |
| 8/12/2022 | Almanack Investment Partners LLC. | 153,071 | $8.00M | 0.8% | +27.9% | 0.524% | |
| 8/9/2022 | TIAA FSB | 562,084 | $29.39M | 0.1% | -7.0% | 1.924% | |
| 8/2/2022 | Abbrea Capital LLC | 87,832 | $4.59M | 0.8% | -3.9% | 0.301% | |
| 7/29/2022 | Patriot Financial Group Insurance Agency LLC | 6,388 | $334K | 0.1% | +467.3% | 0.022% | |
| 7/28/2022 | Arbor Investment Advisors LLC | 15,731 | $823K | 0.2% | -9.6% | 0.054% | |
| 7/15/2022 | Mayflower Financial Advisors LLC | 5,630 | $294K | 0.0% | N/A | 0.019% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 62,036 | $3.24M | 0.0% | -59.9% | 0.206% | |
| 7/12/2022 | Transcend Capital Advisors LLC | 4,216 | $220K | 0.0% | N/A | 0.014% | |
| 5/16/2022 | MTC Wealth Management LLC | 93,236 | $5.08M | 1.7% | +4.9% | 0.328% | |
| 5/12/2022 | Archetype Wealth Partners | 210,894 | $11.49M | 3.0% | +1,476.7% | 0.742% | |
| 5/12/2022 | Clear Perspectives Financial Planning LLC | 257,576 | $14.03M | 5.3% | -16.7% | 0.911% | |
| 5/12/2022 | Cambridge Investment Research Advisors Inc. | 154,520 | $8.42M | 0.0% | +342.0% | 0.547% | |
| 5/11/2022 | Abbrea Capital LLC | 91,367 | $4.98M | 0.7% | +0.4% | 0.323% | |
| 5/11/2022 | Allegheny Financial Group LTD | 146,951 | $8.01M | 3.4% | +12.0% | 0.520% | |
| 5/11/2022 | Patriot Financial Group Insurance Agency LLC | 1,126 | $61K | 0.0% | -84.5% | 0.004% | |
| 5/10/2022 | Tcwp LLC | 9,414 | $512K | 0.1% | N/A | 0.033% | |
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.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
| 5/10/2022 | First Horizon Advisors Inc. | 1,196 | $65K | 0.0% | N/A | 0.004% | |
| 4/21/2022 | Arbor Investment Advisors LLC | 17,398 | $948K | 0.2% | +6.2% | 0.064% | |
| 4/15/2022 | Bennicas & Associates Inc. | 197,445 | $10.76M | 5.4% | -0.4% | 0.727% | |
| 4/13/2022 | TIAA FSB | 604,265 | $32.41M | 0.1% | -8.0% | 2.224% | |
| 2/14/2022 | One Wealth Advisors LLC | 5,620 | $310K | 0.1% | N/A | 0.022% | |
| 2/10/2022 | OLD Mission Capital LLC | 3,666 | $202K | 0.0% | -91.0% | 0.014% | |
| 2/9/2022 | Allegheny Financial Group LTD | 131,243 | $7.24M | 2.7% | +139.9% | 0.505% | |
| 2/9/2022 | MAS Advisors LLC | 40,056 | $2.21M | 1.6% | N/A | 0.154% | |
| 2/9/2022 | Clear Perspectives Financial Planning LLC | 309,113 | $17.06M | 6.9% | +10.1% | 1.190% | |
| 2/4/2022 | Abbrea Capital LLC | 90,992 | $5.04M | 0.7% | +41.9% | 0.349% | |
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