| 5/19/2025 | Jane Street Group LLC | 14,659 | $399K | 0.0% | -48.3% | 0.170% | |
| 5/16/2025 | NewEdge Advisors LLC | 32,310 | $879K | 0.0% | +9.3% | 0.375% | |
| 5/15/2025 | Insight Wealth Partners LLC | 56,872 | $1.55M | 0.3% | +9.7% | 0.661% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,209 | $359K | 0.0% | +4.0% | 0.163% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 2,610,656 | $70.98M | 2.2% | -1.3% | 32.270% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 276,498 | $7.52M | 4.3% | +8.7% | 3.418% | |
| 5/7/2025 | Vantage Financial Partners LLC | 12,117 | $329K | 0.1% | -31.4% | 0.150% | |
| 5/5/2025 | IFP Advisors Inc | 3,257 | $89K | 0.0% | -15.8% | 0.040% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 7,646 | $208K | 0.0% | -6.3% | 0.095% | |
| 5/2/2025 | Lokken Investment Group LLC | 16,311 | $443K | 0.2% | -64.2% | 0.202% | |
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| 5/2/2025 | Sigma Planning Corp | 19,718 | $536K | 0.0% | +12.7% | 0.244% | |
| 5/1/2025 | Reyes Financial Architecture Inc. | 2,661 | $72K | 0.1% | N/A | 0.033% | |
| 4/28/2025 | Cannon Advisors Inc. | 9,581 | $261K | 0.2% | -33.1% | 0.118% | |
| 4/25/2025 | Verity Asset Management Inc. | 18,444 | $501K | 0.2% | +104.5% | 0.228% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 1,000 | $27K | 0.0% | -74.4% | 0.012% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 13,644 | $371K | 0.0% | +5.0% | 0.174% | |
| 4/11/2025 | AFG Fiduciary Services Limited Partnership | 23,874 | $627K | 0.2% | -2.2% | 0.304% | |
| 2/17/2025 | Captrust Financial Advisors | 31,737 | $868K | 0.0% | N/A | 0.382% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 2,644,345 | $72.32M | 2.3% | N/A | 31.860% | |
| 2/14/2025 | Jane Street Group LLC | 28,339 | $775K | 0.0% | N/A | 0.341% | |
| 2/14/2025 | Stifel Financial Corp | 550,633 | $15.06M | 0.0% | +1.7% | 6.634% | |
| 2/13/2025 | NewEdge Advisors LLC | 29,563 | $809K | 0.0% | +45.4% | 0.356% | |
| 2/13/2025 | Mariner LLC | 326,140 | $8.92M | 0.0% | -9.0% | 3.929% | |
| 2/13/2025 | Wells Fargo & Company MN | 3,076 | $84K | 0.0% | -38.2% | 0.037% | |
| 2/12/2025 | Cannon Advisors Inc. | 14,319 | $392K | 0.3% | +6.5% | 0.173% | |
| 2/12/2025 | Lokken Investment Group LLC | 45,532 | $1.25M | 0.5% | -25.5% | 0.549% | |
| 2/12/2025 | NBZ Investment Advisors LLC | 254,436 | $6.96M | 3.9% | N/A | 3.065% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 3,900 | $107K | 0.0% | N/A | 0.047% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 304,512 | $8.33M | 0.0% | +4.7% | 3.669% | |
| 2/7/2025 | HighTower Advisors LLC | 52,737 | $1.44M | 0.0% | -10.2% | 0.635% | |
| 2/6/2025 | Vantage Financial Partners LLC | 17,676 | $483K | 0.1% | -5.8% | 0.213% | |
| 2/4/2025 | IFP Advisors Inc | 3,867 | $106K | 0.0% | +149.5% | 0.047% | |
| 2/3/2025 | Sigma Planning Corp | 17,496 | $479K | 0.0% | N/A | 0.211% | |
| 1/27/2025 | Verity Asset Management Inc. | 9,020 | $247K | 0.1% | N/A | 0.109% | |
| 1/24/2025 | Oregon Pacific Wealth Management LLC | 8,480 | $232K | 0.2% | N/A | 0.102% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 12,994 | $355K | 0.0% | -9.1% | 0.157% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 30,180 | $825K | 0.0% | -2.9% | 0.364% | |
| 11/15/2024 | Stifel Financial Corp | 541,224 | $15.23M | 0.0% | -1.6% | 6.521% | |
| 11/15/2024 | HighTower Advisors LLC | 58,751 | $1.65M | 0.0% | +262.5% | 0.708% | |
| 11/13/2024 | Insight Wealth Partners LLC | 52,329 | $1.47M | 0.3% | +1.6% | 0.630% | |
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| 10/30/2024 | Cary Street Partners Asset Management LLC | 2,486,557 | $69.95M | 9.1% | +1.2% | 29.959% | |
| 10/16/2024 | AFG Fiduciary Services Limited Partnership | 24,394 | $689K | 0.2% | -1.7% | 0.294% | |
| 10/15/2024 | FMA Wealth Management LLC | 48,947 | $1.38M | 1.0% | +6.9% | 0.590% | |
| 8/12/2024 | Lokken Investment Group LLC | 60,374 | $1.57M | 0.7% | +8.0% | 0.727% | |
| 8/7/2024 | Vantage Financial Partners LLC | 23,580 | $612K | 0.2% | -2.1% | 0.284% | |
| 7/31/2024 | AFG Fiduciary Services Limited Partnership | 24,804 | $658K | 0.2% | -11.6% | 0.299% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 280,307 | $7.28M | 0.0% | -4.4% | 3.377% | |
| 7/19/2024 | FMA Wealth Management LLC | 45,794 | $1.19M | 1.0% | +10.5% | 0.552% | |
| 7/18/2024 | Insight Wealth Partners LLC | 51,526 | $1.34M | 0.2% | +7.4% | 0.621% | |
| 5/2/2024 | Vantage Financial Partners LLC | 24,082 | $637K | 0.2% | -6.8% | 0.290% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 14,834 | $392K | 0.0% | -7.4% | 0.179% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 293,302 | $7.76M | 0.0% | +5.2% | 3.534% | |
| 2/13/2024 | Lokken Investment Group LLC | 63,436 | $1.57M | 0.9% | +12.8% | 0.634% | |
| 2/12/2024 | Stifel Financial Corp | 753,494 | $18.67M | 0.0% | -42.6% | 7.535% | |
| 2/9/2024 | FMA Wealth Management LLC | 39,778 | $986K | 0.9% | N/A | 0.398% | |
| 2/9/2024 | UBS Group AG | 1,377,087 | $34.13M | 0.0% | -8.7% | 13.771% | |
| 2/7/2024 | Cary Street Partners Investment Advisory LLC | 320,185 | $7.94M | 0.4% | +12.2% | 3.202% | |
| 2/5/2024 | Cary Street Partners Asset Management LLC | 2,287,953 | $56.70M | 9.6% | -0.4% | 22.880% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 11,232 | $278K | 0.0% | N/A | 0.112% | |
| 2/5/2024 | Vantage Financial Partners LLC | 25,845 | $640K | 0.2% | -79.2% | 0.258% | |
| 2/1/2024 | Stock Yards Bank & Trust Co. | 8,500 | $211K | 0.0% | N/A | 0.085% | |
| 1/29/2024 | NewEdge Wealth LLC | 24,441 | $606K | 0.0% | -45.9% | 0.244% | |
| 1/25/2024 | RiverTree Advisors LLC | 16,250 | $403K | 0.3% | N/A | 0.163% | |
| 1/11/2024 | AFG Fiduciary Services Limited Partnership | 71,159 | $1.75M | 1.4% | -2.0% | 0.712% | |
| 11/13/2023 | Cary Street Partners Investment Advisory LLC | 285,314 | $6.47M | 0.3% | +7.3% | 2.853% | |
| 11/13/2023 | Stifel Financial Corp | 1,313,280 | $29.76M | 0.0% | -0.9% | 13.133% | |
| 11/13/2023 | Mariner LLC | 458,304 | $10.39M | 0.0% | +4.6% | 4.583% | |
| 11/13/2023 | Core Wealth Advisors Inc. | 16,182 | $367K | 0.2% | +15.2% | 0.162% | |
| 11/9/2023 | UBS Group AG | 1,508,053 | $34.17M | 0.0% | -0.4% | 15.081% | |
| 11/8/2023 | HighTower Advisors LLC | 26,936 | $608K | 0.0% | -32.4% | 0.269% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 15,973 | $362K | 0.0% | -3.3% | 0.160% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 10,250 | $232K | 0.0% | N/A | 0.103% | |
| 11/8/2023 | NewEdge Wealth LLC | 45,153 | $1.02M | 0.0% | -25.2% | 0.452% | |
| 11/6/2023 | Hudock Inc. | 75,448 | $1.71M | 0.4% | -1.6% | 0.754% | |
| 11/2/2023 | Vantage Financial Partners LLC | 124,296 | $2.82M | 1.1% | -51.7% | 1.243% | |
| 10/30/2023 | Insight Wealth Partners LLC | 42,141 | $955K | 0.2% | +6.6% | 0.421% | |
| 10/23/2023 | AFG Fiduciary Services Limited Partnership | 72,646 | $1.66M | 1.5% | +8.2% | 0.726% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 273,368 | $6.20M | 0.0% | +7.9% | 2.734% | |
| 10/12/2023 | Wealthcare Advisory Partners LLC | 31,594 | $716K | 0.0% | -4.4% | 0.316% | |
| 8/11/2023 | Regal Investment Advisors LLC | 14,358 | $341K | 0.0% | -6.4% | 0.144% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 253,236 | $6.02M | 0.0% | -20.9% | 2.532% | |
| 8/10/2023 | Cary Street Partners Asset Management LLC | 2,234,107 | $53.12M | 9.9% | +9.1% | 22.341% | |
| 8/10/2023 | Cary Street Partners Investment Advisory LLC | 265,973 | $6.32M | 0.4% | +12.4% | 2.660% | |
| 8/9/2023 | Lokken Investment Group LLC | 119,727 | $2.85M | 1.9% | +18.5% | 1.197% | |
| 8/8/2023 | RiverTree Advisors LLC | 33,727 | $802K | 0.6% | -15.0% | 0.337% | |
| 8/8/2023 | Vantage Financial Partners LLC | 257,266 | $6.12M | 2.3% | +2.4% | 2.573% | |
| 8/4/2023 | IFP Advisors Inc | 3,150 | $79K | 0.0% | N/A | 0.032% | |
| 8/2/2023 | Hudson Value Partners LLC | 43,884 | $1.04M | 0.5% | +26.1% | 0.439% | |
| 7/31/2023 | Hudock Inc. | 76,704 | $1.82M | 0.4% | N/A | 0.767% | |
| 7/26/2023 | Janney Montgomery Scott LLC | 16,511 | $393K | 0.0% | N/A | 0.176% | |
Trump Predicts Dollar Downfall (Ad) READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry...
This is what President Trump said: "Our currency is crashing and will soon no longer be the world standard, which will be our greatest defeat, frankly, in 200 years."
Why Would He Say This? Claim your free, no-strings-attached 2025 Ultimate Guide to Gold IRAs right now. |
| 7/20/2023 | PFG Advisors | 10,418 | $248K | 0.0% | -23.6% | 0.111% | |
| 7/18/2023 | AFG Fiduciary Services Limited Partnership | 67,137 | $1.61M | 1.2% | N/A | 0.714% | |
| 5/17/2023 | Financial Enhancement Group LLC | 249,164 | $5.95M | 1.2% | -11.0% | 2.679% | |
| 5/15/2023 | Cary Street Partners Asset Management LLC | 2,047,830 | $49.62M | 9.4% | +4.5% | 22.020% | |
| 5/12/2023 | UBS Group AG | 1,534,735 | $37.19M | 0.0% | +5.1% | 16.503% | |
| 5/11/2023 | Jaffetilchin Investment Partners LLC | 21,500 | $521K | 0.1% | -34.8% | 0.231% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 320,337 | $7.76M | 0.0% | +76.5% | 3.444% | |
| 5/9/2023 | Lokken Investment Group LLC | 101,018 | $2.45M | 1.9% | N/A | 1.086% | |
| 5/8/2023 | NewEdge Wealth LLC | 67,709 | $1.64M | 0.1% | -2.4% | 0.728% | |
| 5/8/2023 | Vantage Financial Partners LLC | 251,114 | $6.08M | 2.4% | +7.3% | 2.700% | |
