| 5/21/2025 | Geneos Wealth Management Inc. | 8,728 | $445K | 0.0% | +2,809.3% | 0.152% | |
| 5/19/2025 | Jane Street Group LLC | 62,165 | $3.17M | 0.0% | N/A | 1.085% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 9,251 | $472K | 0.0% | N/A | 0.161% | |
| 5/15/2025 | Royal Bank of Canada | 4,530 | $231K | 0.0% | -92.5% | 0.079% | |
| 5/14/2025 | Kestra Advisory Services LLC | 15,632 | $798K | 0.0% | -13.2% | 0.273% | |
| 5/9/2025 | Aviso Wealth Management | 69,146 | $3.53M | 1.9% | +21.9% | 1.246% | |
| 5/6/2025 | Cetera Investment Advisers | 79,787 | $4.07M | 0.0% | +1,610.0% | 1.438% | |
| 5/5/2025 | OneAscent Financial Services LLC | 19,466 | $994K | 0.1% | N/A | 0.351% | |
| 5/5/2025 | Dahring Cusmano LLC | 12,527 | $639K | 0.6% | +34.4% | 0.226% | |
| 5/2/2025 | Hager Investment Management Services LLC | 768 | $39K | 0.0% | N/A | 0.014% | |
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| 5/1/2025 | Fifth Third Securities Inc. | 6,127 | $313K | 0.0% | -13.3% | 0.110% | |
| 5/1/2025 | SteelPeak Wealth LLC | 196,790 | $10.04M | 0.4% | +28.7% | 3.546% | |
| 4/30/2025 | Allworth Financial LP | 6,021 | $307K | 0.0% | +9.6% | 0.108% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 19,204 | $980K | 0.0% | -17.1% | 0.346% | |
| 4/29/2025 | 4J Wealth Management LLC | 165,396 | $8.44M | 6.7% | +12.6% | 2.980% | |
| 4/28/2025 | Castle Wealth Management LLC | 227,013 | $11.59M | 4.5% | +0.6% | 4.090% | |
| 4/28/2025 | Red Mountain Financial LLC | 12,039 | $614K | 0.7% | +106.8% | 0.217% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 23,436 | $1.20M | 0.2% | +316.6% | 0.422% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 6,796 | $347K | 0.0% | +44.5% | 0.122% | |
| 4/23/2025 | Flavin Financial Services Inc. | 68,262 | $3.48M | 3.2% | +28.3% | 1.230% | |
| 4/22/2025 | Pennsylvania Capital Management Inc. ADV | 190,739 | $9.74M | 3.6% | +16.7% | 3.437% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 31,385 | $1.60M | 0.0% | +96.0% | 0.565% | |
| 4/21/2025 | CPA Asset Management LLC | 12,512 | $639K | 0.3% | N/A | 0.225% | |
| 4/21/2025 | River Street Advisors LLC | 37,253 | $1.90M | 0.9% | +70.2% | 0.671% | |
| 4/21/2025 | Luken Investment Analytics LLC | 14,897 | $760K | 0.4% | +324.2% | 0.268% | |
| 4/17/2025 | Exchange Traded Concepts LLC | 27,754 | $1.42M | 0.0% | -10.6% | 0.472% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 19,125 | $976K | 0.0% | +45.9% | 0.325% | |
| 4/11/2025 | Cranbrook Wealth Management LLC | 2,292 | $117K | 0.0% | -30.5% | 0.039% | |
| 4/11/2025 | McNamara Financial Services Inc. | 29,507 | $1.51M | 0.3% | N/A | 0.502% | |
| 2/17/2025 | True Wealth Design LLC | 42,363 | $2.19M | 0.8% | -6.9% | 1.569% | |
| 2/17/2025 | Clark Capital Management Group Inc. | 40,173 | $2.08M | 0.0% | +3.2% | 1.488% | |
| 2/17/2025 | Cetera Investment Advisers | 4,666 | $241K | 0.0% | N/A | 0.173% | |
| 2/17/2025 | Bank of America Corp DE | 24,353 | $1.26M | 0.0% | N/A | 0.902% | |
| 2/14/2025 | Stifel Financial Corp | 179,759 | $9.29M | 0.0% | +116.2% | 6.658% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 23,165 | $1.20M | 0.0% | +6.8% | 0.858% | |
| 2/12/2025 | World Investment Advisors | 13,827 | $715K | 0.0% | +42.6% | 0.512% | |
| 2/12/2025 | Aviso Wealth Management | 56,705 | $2.93M | 1.5% | +28.4% | 2.100% | |
| 2/11/2025 | LPL Financial LLC | 12,586 | $651K | 0.0% | +56.6% | 0.466% | |
| 2/10/2025 | Centurion Wealth Management LLC | 5,164 | $267K | 0.1% | +26.8% | 0.191% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 26,767 | $1.38M | 0.0% | +43.1% | 0.991% | |
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| 2/3/2025 | Turning Point Benefit Group Inc. | 13,665 | $708K | 0.7% | N/A | 0.506% | |
| 2/3/2025 | Dahring Cusmano LLC | 9,318 | $482K | 0.4% | N/A | 0.345% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 5,625 | $291K | 0.0% | -10.0% | 0.208% | |
| 1/30/2025 | Allworth Financial LP | 5,493 | $286K | 0.0% | N/A | 0.203% | |
| 1/30/2025 | Principal Securities Inc. | 7,634 | $395K | 0.0% | +47.1% | 0.283% | |
| 1/30/2025 | MidAtlantic Capital Management Inc. | 2,021 | $104K | 0.1% | +63.9% | 0.075% | |
| 1/29/2025 | Castle Wealth Management LLC | 225,592 | $11.66M | 4.6% | +6.0% | 8.355% | |
| 1/28/2025 | Kingsview Wealth Management LLC | 4,019 | $208K | 0.0% | N/A | 0.149% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 290,759 | $15.03M | 0.0% | +4,553.6% | 10.769% | |
| 1/27/2025 | Alexander Labrunerie & CO. Inc. | 19,540 | $1.01M | 0.4% | -1.4% | 0.724% | |
| 1/27/2025 | Pennsylvania Capital Management Inc. ADV | 163,449 | $8.45M | 2.9% | N/A | 6.054% | |
| 1/24/2025 | Flavin Financial Services Inc. | 53,215 | $2.75M | 2.6% | N/A | 1.971% | |
| 1/24/2025 | River Street Advisors LLC | 21,888 | $1.13M | 0.6% | +196.8% | 0.811% | |
| 1/24/2025 | 4J Wealth Management LLC | 146,938 | $7.60M | 6.1% | +5.9% | 5.442% | |
| 1/24/2025 | Clear Creek Financial Management LLC | 4,704 | $243K | 0.0% | N/A | 0.174% | |
| 1/23/2025 | Luken Investment Analytics LLC | 3,512 | $182K | 0.1% | N/A | 0.130% | |
| 1/23/2025 | Fifth Third Securities Inc. | 7,069 | $365K | 0.0% | +78.5% | 0.262% | |
| 1/23/2025 | OLD Second National Bank of Aurora | 1,837 | $95K | 0.0% | +58.5% | 0.068% | |
| 1/23/2025 | SteelPeak Wealth LLC | 152,953 | $7.91M | 0.3% | +112.0% | 5.665% | |
| 1/21/2025 | Exchange Traded Concepts LLC | 31,040 | $1.60M | 0.0% | N/A | 1.150% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 9,775 | $505K | 0.0% | +3.4% | 0.362% | |
| 11/25/2024 | World Investment Advisors LLC | 9,693 | $500K | 0.0% | N/A | 0.359% | |
| 11/15/2024 | Jane Street Group LLC | 11,498 | $594K | 0.0% | -66.6% | 0.426% | |
| 11/15/2024 | Stifel Financial Corp | 83,137 | $4.29M | 0.0% | -38.5% | 3.079% | |
| 11/15/2024 | True Wealth Design LLC | 45,492 | $2.35M | 0.9% | +17.2% | 1.685% | |
| 11/7/2024 | MidAtlantic Capital Management Inc. | 1,233 | $64K | 0.0% | N/A | 0.046% | |
| 11/7/2024 | Aviso Wealth Management | 44,152 | $2.28M | 1.2% | N/A | 1.635% | |
| 11/6/2024 | River Street Advisors LLC | 7,374 | $381K | 0.2% | +12.3% | 0.273% | |
| 10/31/2024 | Castle Wealth Management LLC | 212,867 | $10.99M | 4.4% | +9.0% | 7.884% | |
| 10/25/2024 | SteelPeak Wealth LLC | 72,137 | $3.72M | 0.2% | -1.5% | 2.672% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 13,194 | $681K | 0.0% | +3.0% | 0.489% | |
| 10/22/2024 | Alexander Labrunerie & CO. Inc. | 19,810 | $1.02M | 0.5% | N/A | 0.734% | |
| 8/6/2024 | Strategic Financial Concepts LLC | 248,405 | $12.81M | 0.1% | N/A | 9.200% | |
| 8/2/2024 | Birchcreek Wealth Management LLC | 7,185 | $370K | 0.2% | N/A | 0.266% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,366 | $328K | 0.0% | N/A | 0.236% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 5,165 | $266K | 0.0% | N/A | 0.191% | |
| 7/26/2024 | Financial Connections Group Inc. | 1,667 | $85K | 0.0% | -19.5% | 0.062% | |
| 7/18/2024 | 4J Wealth Management LLC | 121,623 | $6.27M | 5.2% | +15.2% | 4.505% | |
| 7/17/2024 | SteelPeak Wealth LLC | 73,259 | $3.78M | 0.2% | N/A | 2.713% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 12,812 | $660K | 0.0% | +14.6% | 0.475% | |
| 7/15/2024 | Fifth Third Securities Inc. | 3,960 | $204K | 0.0% | N/A | 0.147% | |
| 5/6/2024 | OLD Second National Bank of Aurora | 1,483 | $77K | 0.0% | N/A | 0.055% | |
| 5/4/2024 | Financial Connections Group Inc. | 2,072 | $108K | 0.1% | -60.9% | 0.077% | |
| 4/29/2024 | Castle Wealth Management LLC | 135,901 | $7.02M | 3.7% | +106.8% | 5.033% | |
| 4/23/2024 | 4J Wealth Management LLC | 105,553 | $5.45M | 4.7% | N/A | 3.909% | |
| 4/17/2024 | River Street Advisors LLC | 5,690 | $294K | 0.2% | N/A | 0.211% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 11,177 | $577K | 0.0% | +7.0% | 0.414% | |
| 2/14/2024 | True Wealth Design LLC | 33,891 | $1.75M | 0.5% | +12.3% | 3.167% | |
| 1/31/2024 | Castle Wealth Management LLC | 65,728 | $3.39M | 2.0% | N/A | 6.143% | |
| 1/26/2024 | Financial Connections Group Inc. | 5,297 | $273K | 0.2% | -44.7% | 0.495% | |
We’ve Entered the Most Bullish Phase of the Cycle (Ad) It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how to trade it, this phase brings the most potential.
We’re now in that window. A free workshop outlines how a proven system is targeting daily wins, passive income, and explosive upside through curated altcoin picks.
Whether you're new to crypto or looking to catch the next move with confidence, this is your roadmap.
And just for showing up, you’ll receive $10 in real Bitcoin. Don’t miss it. The Most Profitable Phase of Crypto Just Started - PLUS Claim your $10 in Bitcoin |
| 11/13/2023 | True Wealth Design LLC | 30,185 | $1.54M | 0.5% | +25.9% | 2.821% | |
| 11/6/2023 | Financial Connections Group Inc. | 9,574 | $487K | 0.6% | -93.1% | 0.895% | |
| 8/2/2023 | Bank of Montreal Can | 3,474 | $176K | 0.0% | N/A | 0.325% | |
| 7/14/2023 | Financial Connections Group Inc. | 138,313 | $7.01M | 4.6% | +125.6% | 24.265% | |
| 5/5/2023 | Financial Connections Group Inc. | 61,310 | $3.09M | 2.2% | N/A | 11.147% | |
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