| 8/5/2025 | Castlekeep Investment Advisors LLC | 187,317 | $6.69M | 3.3% | +0.3% | 0.944% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,162 | $399K | 0.1% | +28.1% | 0.056% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 98,751 | $3.53M | 0.1% | -2.8% | 0.497% | |
| 8/1/2025 | Bessemer Group Inc. | 1,812 | $65K | 0.0% | N/A | 0.009% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 58,390 | $2.09M | 0.0% | -8.0% | 0.294% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 6,621 | $237K | 0.0% | -11.8% | 0.033% | |
| 7/29/2025 | Foster & Motley Inc. | 639,979 | $22.87M | 1.3% | -1.4% | 3.224% | |
| 7/29/2025 | Oxbow Advisors LLC | 182,470 | $6.52M | 0.7% | -14.9% | 0.919% | |
| 7/25/2025 | CWM LLC | 259,548 | $9.27M | 0.0% | -4.2% | 1.308% | |
| 7/24/2025 | Capital Advisors Ltd. LLC | 32,755 | $1.17M | 0.1% | +1.8% | 0.165% | |
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.
And it's already being exploited by Wall Street and the Big Banks…
It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash.
Not stocks. Not real estate. And definitely not the U.S. dollar.
We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how |
| 7/23/2025 | Traphagen Investment Advisors LLC | 697,588 | $24.93M | 2.4% | +0.8% | 3.514% | |
| 7/23/2025 | Country Club Bank | 103,482 | $3.68M | 0.2% | -1.4% | 0.521% | |
| 7/23/2025 | SteelPeak Wealth LLC | 10,429 | $373K | 0.0% | +7.0% | 0.053% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 279,374 | $9.98M | 2.2% | +4.5% | 1.407% | |
| 7/18/2025 | Truist Financial Corp | 12,185 | $435K | 0.0% | -25.8% | 0.061% | |
| 7/17/2025 | XML Financial LLC | 62,083 | $2.22M | 0.2% | -2.9% | 0.313% | |
| 7/16/2025 | Magnus Financial Group LLC | 861,349 | $30.78M | 2.7% | +1.4% | 4.339% | |
| 7/15/2025 | Financial Partners Group Inc | 65,906 | $2.36M | 0.3% | -0.9% | 0.332% | |
| 7/14/2025 | Financial Enhancement Group LLC | 76,685 | $2.68M | 0.4% | +11.1% | 0.386% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 97,777 | $3.49M | 1.6% | +0.5% | 0.494% | |
| 7/10/2025 | Triangle Securities Wealth Management | 233,011 | $8.33M | 2.0% | -2.7% | 1.177% | |
| 7/9/2025 | Stokes Capital Advisors LLC | 16,547 | $591K | 0.1% | +13.9% | 0.084% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 13,569 | $479K | 0.2% | -3.1% | 0.069% | |
| 7/8/2025 | Atwood & Palmer Inc. | 659,221 | $23.55M | 1.5% | +0.3% | 3.329% | |
| 7/7/2025 | Nova Wealth Management Inc. | 21,267 | $760K | 0.6% | +48.9% | 0.107% | |
| 7/3/2025 | Arvest Investments Inc. | 414,368 | $14.81M | 2.2% | -1.8% | 2.051% | |
| 5/29/2025 | Nova Wealth Management Inc. | 14,283 | $519K | 0.4% | N/A | 0.071% | |
| 5/16/2025 | NewEdge Advisors LLC | 16,469 | $599K | 0.0% | +16,369.0% | 0.082% | |
| 5/9/2025 | West Michigan Advisors LLC | 11,328 | $412K | 0.1% | N/A | 0.056% | |
| 5/9/2025 | Argent Trust Co | 5,782 | $210K | 0.0% | N/A | 0.029% | |
| 5/8/2025 | Foster & Motley Inc. | 649,290 | $23.62M | 1.5% | -4.5% | 3.206% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 113,160 | $4.12M | 0.0% | -0.7% | 0.549% | |
| 4/14/2025 | Farther Finance Advisors LLC | 910 | $33K | 0.0% | N/A | 0.004% | |
| 4/11/2025 | Principia Wealth Advisory LLC | 3,186 | $107K | 0.1% | -23.1% | 0.015% | |
| 4/11/2025 | Princeton Global Asset Management LLC | 1,005 | $37K | 0.0% | +89.6% | 0.005% | |
| 4/11/2025 | City State Bank | 3,298 | $120K | 0.0% | N/A | 0.016% | |
| 2/17/2025 | Captrust Financial Advisors | 45,548 | $1.55M | 0.0% | +12.7% | 0.235% | |
| 2/17/2025 | Baird Financial Group Inc. | 8,271 | $282K | 0.0% | +87.0% | 0.043% | |
| 2/17/2025 | BNP Paribas Financial Markets | 1,115 | $38K | 0.0% | N/A | 0.006% | |
| 2/13/2025 | Strategic Investment Solutions Inc. IL | 900 | $31K | 0.0% | N/A | 0.005% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
| 2/11/2025 | Sandy Spring Bank | 41,063 | $1.40M | 0.1% | -2.5% | 0.212% | |
| 2/5/2025 | Private Trust Co. NA | 4,600 | $157K | 0.0% | N/A | 0.024% | |
| 1/23/2025 | Foster & Motley Inc. | 679,591 | $23.17M | 1.5% | -4.2% | 3.503% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 113,910 | $3.88M | 0.0% | +0.6% | 0.587% | |
| 11/15/2024 | Continuum Advisory LLC | 883 | $31K | 0.0% | -45.7% | 0.005% | |
| 11/14/2024 | Flow Traders U.S. LLC | 18,879 | $592K | 0.0% | N/A | 0.097% | |
| 11/14/2024 | Captrust Financial Advisors | 40,403 | $1.27M | 0.0% | +10.1% | 0.208% | |
| 11/14/2024 | Icon Wealth Advisors LLC | 145,518 | $4.57M | 0.4% | +0.6% | 0.750% | |
| 11/12/2024 | Icon Wealth Advisors LLC | 2,406 | $76K | 0.0% | -98.3% | 0.012% | |
| 10/30/2024 | Foster & Motley Inc. | 709,480 | $22.26M | 1.4% | +0.3% | 3.657% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 113,255 | $3.55M | 0.0% | +5.4% | 0.584% | |
| 8/14/2024 | Battery Global Advisors LLC | 68,388 | $1.97M | 1.2% | N/A | 0.353% | |
| 8/9/2024 | Brown Brothers Harriman & Co. | 5,370 | $155K | 0.0% | N/A | 0.028% | |
| 8/3/2024 | Foster & Motley Inc. | 707,467 | $20.40M | 1.4% | -0.2% | 3.647% | |
| 7/16/2024 | Edmonds Duncan Registered Investment Advisors LLC | 219,434 | $6.33M | 1.5% | -9.1% | 1.131% | |
| 5/16/2024 | Icon Wealth Advisors LLC | 146,617 | $4.10M | 0.4% | -7.5% | 0.756% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 108,328 | $3.03M | 0.0% | +34.8% | 0.558% | |
| 4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 241,363 | $6.75M | 1.6% | +2.2% | 1.387% | |
| 2/14/2024 | Icon Wealth Advisors LLC | 158,489 | $4.11M | 0.4% | N/A | 0.807% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 80,341 | $2.08M | 0.0% | N/A | 0.409% | |
| 2/1/2024 | Foster & Motley Inc. | 690,928 | $17.92M | 1.3% | -0.5% | 3.516% | |
| 1/26/2024 | Sandy Spring Bank | 38,726 | $1.01M | 0.1% | +3.1% | 0.197% | |
| 10/30/2023 | Sandy Spring Bank | 37,576 | $919K | 0.1% | +3.2% | 0.191% | |
| 10/16/2023 | Edmonds Duncan Registered Investment Advisors LLC | 236,085 | $5.77M | 0.9% | +0.5% | 1.201% | |
| 8/9/2023 | Flow Traders U.S. LLC | 43,753 | $1.08M | 0.0% | -2.1% | 0.223% | |
| 8/8/2023 | Foster & Motley Inc. | 694,482 | $17.12M | 1.3% | +2.8% | 3.534% | |
| 8/7/2023 | Brown Brothers Harriman & Co. | 4,779 | $118K | 0.0% | +11.5% | 0.024% | |
| 8/4/2023 | Sandy Spring Bank | 36,421 | $898K | 0.0% | -1.6% | 0.185% | |
| 7/6/2023 | Edmonds Duncan Registered Investment Advisors LLC | 234,944 | $5.79M | 1.7% | +2.4% | 1.193% | |
| 5/22/2023 | American Trust | 15,152 | $373K | 0.0% | +9.4% | 0.071% | |
| 5/11/2023 | Brown Brothers Harriman & Co. | 4,285 | $104K | 0.0% | N/A | 0.020% | |
| 5/11/2023 | Icon Wealth Partners LLC | 185,598 | $4.51M | 0.5% | N/A | 0.867% | |
| 5/9/2023 | Foster & Motley Inc. | 675,716 | $16.43M | 1.3% | +2.4% | 3.158% | |
| 5/5/2023 | Sandy Spring Bank | 37,006 | $900K | 0.1% | +1.7% | 0.173% | |
| 4/12/2023 | Edmonds Duncan Registered Investment Advisors LLC | 229,411 | $5.58M | 1.7% | -1.3% | 1.067% | |
| 2/9/2023 | Foster & Motley Inc. | 659,949 | $16.29M | 1.4% | +1.6% | 3.070% | |
| 1/25/2023 | Mayflower Financial Advisors LLC | 42,746 | $1.06M | 0.1% | N/A | 0.200% | |
| 1/20/2023 | Edmonds Duncan Registered Investment Advisors LLC | 232,331 | $5.74M | 1.9% | -3.1% | 1.086% | |
| 1/19/2023 | Mayflower Financial Advisors LLC | 42,746 | $1.06M | 0.7% | N/A | 0.197% | |
| 12/2/2022 | American Trust | 13,797 | $319K | 0.0% | -18.4% | 0.065% | |
| 11/14/2022 | United Capital Financial Advisers LLC | 267,567 | $6.18M | 0.0% | -5.8% | 1.262% | |
| 11/7/2022 | BOK Financial Private Wealth Inc. | 1,229,085 | $28.76M | 2.5% | N/A | 5.798% | |
| 11/4/2022 | BOK Financial Private Wealth Inc. | 1,229,085 | $28.76M | 4.0% | N/A | 5.798% | |
| 11/4/2022 | Foster & Motley Inc. | 649,603 | $15.01M | 1.4% | +0.3% | 3.064% | |
| 11/3/2022 | Oxbow Advisors LLC | 250,327 | $5.78M | 0.9% | -1.7% | 1.181% | |
| 11/2/2022 | Sandy Spring Bank | 36,378 | $840K | 0.1% | +3.2% | 0.172% | |
| 10/17/2022 | WealthCare Investment Partners LLC | 13,425 | $310K | 0.3% | N/A | 0.063% | |
| 10/14/2022 | Edmonds Duncan Registered Investment Advisors LLC | 239,810 | $5.54M | 2.0% | +4.3% | 1.131% | |
| 8/12/2022 | United Capital Financial Advisers LLC | 283,973 | $6.89M | 0.0% | -2.7% | 1.303% | |
| 8/9/2022 | Foster & Motley Inc. | 647,706 | $15.71M | 1.4% | +3.0% | 2.971% | |
BREAKING: The House just passed 3 pro-crypto bills! (Ad) THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.  Discover the under-the-radar project I believe will skyrocket as a result. |
| 8/8/2022 | Baird Financial Group Inc. | 9,214 | $224K | 0.0% | +11.0% | 0.042% | |
| 7/21/2022 | Sandy Spring Bank | 35,258 | $855K | 0.1% | +1.9% | 0.161% | |
| 7/20/2022 | Edmonds Duncan Registered Investment Advisors LLC | 229,931 | $5.58M | 1.9% | -1.2% | 1.052% | |
| 7/19/2022 | Icon Wealth Partners LLC | 183,914 | $4.46M | 0.5% | +0.9% | 0.842% | |
| 6/8/2022 | American Trust | 19,329 | $512K | 0.0% | N/A | 0.094% | |
| 5/9/2022 | Oxbow Advisors LLC | 268,396 | $7.11M | 0.7% | +1.5% | 1.300% | |
| 5/3/2022 | Sandy Spring Bank | 34,598 | $917K | 0.0% | -3.3% | 0.168% | |
| 4/28/2022 | Foster & Motley Inc. | 628,560 | $16.65M | 1.3% | -1.2% | 3.044% | |
| 4/19/2022 | Icon Wealth Partners LLC | 182,275 | $4.83M | 0.5% | -2.6% | 0.883% | |
| 4/12/2022 | Edmonds Duncan Registered Investment Advisors LLC | 232,820 | $6.17M | 1.8% | +1.5% | 1.127% | |
Free TPYP Stock Alerts