| 5/19/2025 | Jane Street Group LLC | 21,137 | $595K | 0.0% | +61.9% | 4.973% | |
| 5/15/2025 | Royal Bank of Canada | 21,510 | $606K | 0.0% | +4,280.9% | 5.061% | |
| 5/14/2025 | Flow Traders U.S. LLC | 19,057 | $537K | 0.0% | +5.9% | 4.484% | |
| 4/11/2025 | First Affirmative Financial Network | 49,111 | $1.38M | 0.8% | -13.0% | 10.339% | |
| 2/14/2025 | Jane Street Group LLC | 13,059 | $380K | 0.0% | +72.4% | 2.271% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 3,379 | $98K | 0.0% | +516.6% | 0.588% | |
| 2/12/2025 | JPMorgan Chase & Co. | 15,037 | $437K | 0.0% | +55.1% | 2.615% | |
| 2/11/2025 | LPL Financial LLC | 99,245 | $2.89M | 0.0% | N/A | 17.260% | |
| 2/11/2025 | AllSquare Wealth Management LLC | 8,000 | $233K | 0.1% | -10.1% | 1.391% | |
| 1/23/2025 | First Affirmative Financial Network | 56,445 | $1.64M | 0.9% | +3.7% | 9.817% | |
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| 12/26/2024 | JPMorgan Chase & Co. | 9,694 | $273K | 0.0% | -41.8% | 1.686% | |
| 11/15/2024 | Jane Street Group LLC | 7,573 | $214K | 0.0% | -91.6% | 1.317% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 35,351 | $1.03M | 0.2% | N/A | 6.148% | |
| 5/16/2024 | Jane Street Group LLC | 142,837 | $4.18M | 0.0% | -21.0% | 24.841% | |
| 4/11/2024 | First Affirmative Financial Network | 54,263 | $1.59M | 1.2% | -2.2% | 5.426% | |
| 11/27/2023 | AllSquare Wealth Management LLC | 8,900 | $272K | 0.2% | -58.8% | 0.890% | |
| 11/3/2023 | ORG Partners LLC | 2,347 | $72K | 0.0% | N/A | 0.235% | |
| 10/16/2023 | First Affirmative Financial Network | 55,207 | $1.69M | 1.6% | -3.2% | 5.521% | |
| 8/17/2023 | Coppell Advisory Solutions LLC | 48,532 | $1.40M | 0.4% | -43.8% | 4.853% | |
| 8/8/2023 | AllSquare Wealth Management LLC | 21,600 | $615K | 0.4% | -4.4% | 2.160% | |
| 7/31/2023 | LPL Financial LLC | 77,466 | $2.22M | 0.0% | N/A | 7.747% | |
| 7/10/2023 | First Affirmative Financial Network | 57,006 | $1.64M | 1.6% | +1.0% | 4.560% | |
| 5/9/2023 | Retirement Capital Strategies | 396,809 | $11.06M | 5.4% | N/A | 25.114% | |
| 5/9/2023 | Personal CFO Solutions LLC | 7,860 | $219K | 0.0% | +4.8% | 0.497% | |
| 5/1/2023 | Truadvice LLC | 81,639 | $2.27M | 0.9% | -13.2% | 5.167% | |
| 4/21/2023 | Kovack Advisors Inc. | 10,000 | $279K | 0.0% | -4.8% | 0.633% | |
| 4/11/2023 | First Affirmative Financial Network | 56,451 | $1.57M | 1.8% | -3.6% | 2.285% | |
| 3/6/2023 | OLD Mission Capital LLC | 1,593 | $46K | 0.0% | N/A | 0.062% | |
| 2/22/2023 | Kovack Advisors Inc. | 10,500 | $301K | 0.0% | -35.6% | 0.407% | |
| 2/17/2023 | Coppell Advisory Solutions Corp. | 7,160 | $205K | 0.1% | N/A | 0.278% | |
| 2/13/2023 | GeoWealth Management LLC | 342,673 | $9.82M | 1.0% | +48.6% | 13.282% | |
| 2/8/2023 | Belpointe Asset Management LLC | 28,844 | $826K | 0.0% | +55.6% | 1.118% | |
| 2/8/2023 | Founders Financial Securities LLC | 19,247 | $551K | 0.1% | +4.8% | 0.746% | |
| 2/8/2023 | LFA Lugano Financial Advisors SA | 5,028 | $144K | 0.1% | N/A | 0.195% | |
| 2/7/2023 | Davidson Capital Management Inc. | 715,102 | $20.49M | 14.1% | -24.8% | 27.717% | |
| 2/7/2023 | LPL Financial LLC | 160,686 | $4.60M | 0.0% | +11.8% | 6.228% | |
| 1/30/2023 | Nadler Financial Group Inc. | 10,277 | $294K | 0.1% | N/A | 0.398% | |
| 1/24/2023 | Bullseye Investment Management LLC | 64,929 | $1.86M | 1.5% | N/A | 2.361% | |
| 1/23/2023 | First Affirmative Financial Network | 58,531 | $1.68M | 2.0% | -3.4% | 2.068% | |
| 1/20/2023 | Truadvice LLC | 94,045 | $2.62M | 1.4% | -10.6% | 2.967% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
 For the moment, you can watch this interview free of charge – just click here. |
| 1/20/2023 | Values First Advisors Inc. | 53,686 | $1.54M | 1.1% | -38.1% | 1.694% | |
| 1/13/2023 | Dynamic Advisor Solutions LLC | 35,485 | $1.02M | 0.1% | -1.2% | 1.224% | |
| 12/2/2022 | Values First Advisors Inc. | 86,734 | $2.49M | 1.8% | +0.8% | 1.838% | |
| 11/15/2022 | Flow Traders U.S. LLC | 55,196 | $1.58M | 0.1% | N/A | 1.169% | |
| 11/15/2022 | Belpointe Asset Management LLC | 18,533 | $531K | 0.0% | N/A | 0.393% | |
| 11/14/2022 | Worth Venture Partners LLC | 8,000 | $229K | 0.1% | N/A | 0.169% | |
| 11/10/2022 | Beck Mack & Oliver LLC | 7,000 | $201K | 0.0% | N/A | 0.148% | |
| 11/7/2022 | Truadvice LLC | 105,180 | $3.06M | 1.7% | -34.4% | 2.228% | |
| 11/4/2022 | Vontobel Holding Ltd. | 7,410 | $212K | 0.0% | -15.9% | 0.157% | |
| 11/4/2022 | Empowered Funds LLC | 50,485 | $1.45M | 0.1% | -66.9% | 1.070% | |
| 11/1/2022 | Personal CFO Solutions LLC | 7,000 | $201K | 0.1% | N/A | 0.148% | |
| 10/27/2022 | Founders Financial Securities LLC | 18,368 | $526K | 0.1% | -44.7% | 0.383% | |
| 10/20/2022 | First Affirmative Financial Network | 60,604 | $1.74M | 2.2% | -12.2% | 1.263% | |
| 10/20/2022 | Dynamic Advisor Solutions LLC | 35,913 | $1.03M | 0.1% | +7.3% | 0.748% | |
| 10/14/2022 | Brookstone Capital Management | 32,338 | $931K | 0.0% | N/A | 0.691% | |
| 8/17/2022 | Davidson Capital Management Inc. | 1,050,225 | $28.31M | 13.4% | +20.2% | 18.754% | |
| 8/13/2022 | NewEdge Advisors LLC | 85,411 | $2.30M | 0.0% | +582.0% | 1.525% | |
| 8/12/2022 | Almanack Investment Partners LLC. | 8,124 | $219K | 0.0% | N/A | 0.145% | |
| 8/12/2022 | Truadvice LLC | 160,241 | $4.19M | 2.2% | N/A | 2.861% | |
| 8/3/2022 | AE Wealth Management LLC | 109,579 | $2.95M | 0.0% | N/A | 1.957% | |
| 8/2/2022 | Lake Street Advisors Group LLC | 33,000 | $890K | 0.1% | +230.0% | 0.589% | |
| 8/1/2022 | Empowered Funds LLC | 152,416 | $4.11M | 0.5% | +96.9% | 2.722% | |
| 7/27/2022 | Founders Financial Securities LLC | 33,195 | $895K | 0.2% | +66.5% | 0.593% | |
| 7/27/2022 | Dynamic Advisor Solutions LLC | 33,466 | $902K | 0.1% | -84.2% | 0.598% | |
| 7/27/2022 | Vontobel Holding Ltd. | 8,810 | $238K | 0.0% | N/A | 0.157% | |
| 7/22/2022 | Retireful LLC | 150,118 | $4.05M | 8.8% | N/A | 2.449% | |
| 7/20/2022 | Values First Advisors Inc. | 86,046 | $2.32M | 1.6% | +0.6% | 1.404% | |
| 7/18/2022 | Win Advisors Inc. | 281,953 | $7.51M | 14.7% | N/A | 4.600% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 71,479 | $1.93M | 0.0% | N/A | 1.153% | |
| 7/13/2022 | First Affirmative Financial Network | 69,025 | $1.86M | 2.1% | -4.3% | 1.113% | |
| 5/17/2022 | Davidson Capital Management Inc. | 873,840 | $22.59M | 8.4% | N/A | 11.061% | |
| 5/11/2022 | Lake Street Advisors Group LLC | 10,000 | $259K | 0.0% | N/A | 0.127% | |
| 5/11/2022 | InterOcean Capital Group LLC | 7,906 | $204K | 0.0% | N/A | 0.100% | |
| 5/4/2022 | AllSquare Wealth Management LLC | 22,850 | $591K | 0.4% | N/A | 0.320% | |
| 5/3/2022 | Values First Advisors Inc. | 85,507 | $2.21M | 1.4% | +3.5% | 1.239% | |
| 5/2/2022 | Montag A & Associates Inc. | 1,800 | $47K | 0.0% | -86.2% | 0.026% | |
| 4/29/2022 | Total Clarity Wealth Management Inc. | 70,974 | $1.84M | 1.0% | N/A | 1.075% | |
| 4/28/2022 | Belpointe Asset Management LLC | 52,988 | $1.37M | 0.1% | N/A | 0.771% | |
| 4/21/2022 | Empowered Funds LLC | 77,407 | $2.00M | 0.2% | N/A | 1.155% | |
| 4/18/2022 | Wealth Alliance Advisory Group LLC | 238,572 | $6.17M | 2.7% | +119.6% | 3.458% | |
| 4/18/2022 | Marks Wealth LLC | 250,962 | $6.49M | 2.0% | -1.7% | 3.637% | |
| 4/12/2022 | First Affirmative Financial Network | 72,123 | $1.86M | 1.8% | +3.1% | 1.089% | |
| 4/11/2022 | Dynamic Advisor Solutions LLC | 211,989 | $5.48M | 0.4% | N/A | 3.200% | |
| 3/10/2022 | Values First Advisors Inc. | 82,580 | $2.01M | 1.2% | N/A | 1.327% | |
| 2/15/2022 | First Affirmative Financial Network | 69,985 | $1.70M | 1.6% | +3.5% | 1.278% | |
| 2/11/2022 | Pentwater Capital Management LP | 150,000 | $3.65M | 0.0% | N/A | 2.899% | |
| 2/9/2022 | Sowell Financial Services LLC | 122,169 | $2.97M | 0.2% | N/A | 2.372% | |
| 2/9/2022 | Montag A & Associates Inc. | 13,050 | $317K | 0.0% | -11.5% | 0.253% | |
| 2/8/2022 | BlackDiamond Wealth Management Inc. | 22,389 | $544K | 0.6% | N/A | 0.435% | |
| 1/26/2022 | AJ Wealth Strategies LLC | 122,280 | $2.97M | 0.1% | N/A | 2.470% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
For the moment, you can watch this interview free of charge – just click here. |
| 1/18/2022 | Kovack Advisors Inc. | 16,300 | $396K | 0.0% | N/A | 0.334% | |
| 1/13/2022 | Wealth Alliance Advisory Group LLC | 108,648 | $2.64M | 1.1% | N/A | 2.229% | |
| 1/13/2022 | Marks Wealth LLC | 255,270 | $6.21M | 1.9% | -43.8% | 5.236% | |
| 11/16/2021 | Cetera Investment Advisers | 46,350 | $1.13M | 0.0% | -1.6% | 0.936% | |
| 11/15/2021 | Flow Traders U.S. LLC | 53,903 | $1.32M | 0.1% | N/A | 1.089% | |
| 11/15/2021 | Greytown Advisors Inc. | 20,755 | $508K | 0.2% | N/A | 0.419% | |
| 10/29/2021 | Landsberg Bennett & Dubbaneh LLC | 635,603 | $15.48M | 2.0% | -1.4% | 14.528% | |
| 10/29/2021 | Vontobel Holding Ltd. | 5,000 | $122K | 0.0% | N/A | 0.114% | |
| 10/26/2021 | First Affirmative Financial Network | 67,591 | $1.65M | 1.7% | N/A | 1.563% | |
| 10/12/2021 | Altfest L J & Co. Inc. | 71,305 | $1.74M | 0.4% | N/A | 1.718% | |
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