5/1/2025 | Asset Dedication LLC | 7,755 | $559K | 0.0% | +4.6% | 0.242% | |
4/29/2025 | Envestnet Asset Management Inc. | 24,130 | $1.74M | 0.0% | +142.1% | 0.754% | |
4/28/2025 | Rossby Financial LCC | 6,175 | $440K | 0.2% | -13.9% | 0.193% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,553 | $256K | 0.0% | -8.3% | 0.111% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,533 | $904K | 0.0% | N/A | 0.386% | |
4/16/2025 | Matauro LLC | 319,587 | $23.05M | 4.7% | +9.7% | 9.833% | |
4/9/2025 | Merit Financial Group LLC | 9,091 | $656K | 0.0% | -4.1% | 0.280% | |
2/17/2025 | Ameriprise Financial Inc. | 72,434 | $4.78M | 0.0% | -10.8% | 2.498% | |
2/14/2025 | Jane Street Group LLC | 36,575 | $2.41M | 0.0% | +5.7% | 1.261% | |
2/14/2025 | MML Investors Services LLC | 36,015 | $2.38M | 0.0% | +35.2% | 1.242% | |
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2/13/2025 | Rossby Financial LCC | 7,175 | $473K | 0.3% | N/A | 0.247% | |
2/13/2025 | Titleist Asset Management LLC | 3,239 | $214K | 0.0% | N/A | 0.112% | |
2/13/2025 | Envestnet Asset Management Inc. | 9,967 | $658K | 0.0% | N/A | 0.344% | |
2/13/2025 | Wells Fargo & Company MN | 46,143 | $3.04M | 0.0% | -13.1% | 1.591% | |
2/11/2025 | LPL Financial LLC | 35,174 | $2.32M | 0.0% | -23.9% | 1.213% | |
2/10/2025 | Thrivent Financial for Lutherans | 5,506 | $363K | 0.0% | +6.2% | 0.190% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 775 | $51K | 0.0% | -47.5% | 0.027% | |
2/10/2025 | Commonwealth Equity Services LLC | 3,465 | $229K | 0.0% | -32.9% | 0.119% | |
2/4/2025 | Rothschild Investment LLC | 500 | $33K | 0.0% | N/A | 0.017% | |
2/4/2025 | WealthShield Partners LLC | 12,328 | $813K | 0.1% | +8.4% | 0.425% | |
2/3/2025 | Matauro LLC | 291,429 | $19.23M | 4.2% | N/A | 10.049% | |
1/31/2025 | Belvedere Trading LLC | 8,010 | $528K | 0.0% | -61.2% | 0.276% | |
1/23/2025 | Asset Dedication LLC | 7,412 | $489K | 0.0% | +4.5% | 0.256% | |
1/22/2025 | PFG Investments LLC | 3,072 | $203K | 0.0% | N/A | 0.106% | |
1/15/2025 | Merit Financial Group LLC | 9,484 | $626K | 0.0% | N/A | 0.327% | |
11/15/2024 | MML Investors Services LLC | 26,633 | $1.66M | 0.0% | +20.5% | 0.918% | |
11/15/2024 | Jane Street Group LLC | 34,591 | $2.16M | 0.0% | -71.9% | 1.193% | |
11/14/2024 | Flow Traders U.S. LLC | 13,298 | $830K | 0.0% | +57.5% | 0.459% | |
11/14/2024 | Captrust Financial Advisors | 4,064 | $254K | 0.0% | -20.8% | 0.140% | |
11/8/2024 | First Horizon Advisors Inc. | 1,520 | $95K | 0.0% | N/A | 0.052% | |
11/7/2024 | Thrivent Financial for Lutherans | 5,185 | $324K | 0.0% | N/A | 0.179% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 1,475 | $92K | 0.0% | -20.3% | 0.051% | |
10/16/2024 | Asset Dedication LLC | 7,094 | $443K | 0.0% | +11.6% | 0.245% | |
8/14/2024 | Bank of Montreal Can | 53,124 | $3.24M | 0.0% | N/A | 1.832% | |
8/6/2024 | Asset Dedication LLC | 6,354 | $395K | 0.0% | +14.1% | 0.219% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 10,086 | $628K | 0.2% | -2.4% | 0.348% | |
7/23/2024 | NewSquare Capital LLC | 1,090 | $68K | 0.0% | -19.3% | 0.038% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 27,582 | $1.55M | 0.2% | -2.3% | 0.904% | |
2/1/2024 | NewSquare Capital LLC | 1,350 | $76K | 0.0% | -13.8% | 0.044% | |
2/1/2024 | CWM LLC | 511 | $29K | 0.0% | -81.8% | 0.017% | |
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1/22/2024 | Zimmermann Investment Management & Planning LLC | 10,585 | $596K | 0.2% | +7.5% | 0.347% | |
11/13/2023 | Asset Dedication LLC | 5,827 | $339K | 0.0% | -4.4% | 0.191% | |
11/13/2023 | Cambria Investment Management L.P. | 199,994 | $11.83M | 1.0% | N/A | 6.557% | |
11/13/2023 | Kestra Advisory Services LLC | 8,984 | $532K | 0.0% | -20.5% | 0.295% | |
11/8/2023 | Barometer Capital Management Inc. | 5,900 | $349K | 0.1% | N/A | 0.193% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 28,222 | $1.67M | 0.3% | -0.7% | 0.925% | |
11/7/2023 | Kingsview Wealth Management LLC | 9,106 | $539K | 0.0% | +28.7% | 0.299% | |
11/3/2023 | NewSquare Capital LLC | 1,566 | $93K | 0.0% | -43.7% | 0.051% | |
10/31/2023 | Zimmermann Investment Management & Planning LLC | 9,848 | $583K | 0.3% | -10.5% | 0.323% | |
10/30/2023 | Perigon Wealth Management LLC | 10,000 | $592K | 0.0% | N/A | 0.328% | |
10/25/2023 | WealthShield Partners LLC | 9,891 | $585K | 0.1% | -12.7% | 0.324% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 6,039 | $357K | 0.0% | -18.6% | 0.198% | |
10/23/2023 | Commonwealth Equity Services LLC | 3,583 | $212K | 0.0% | -15.3% | 0.117% | |
10/11/2023 | CWM LLC | 2,805 | $166K | 0.0% | +835.0% | 0.092% | |
8/22/2023 | Asset Dedication LLC | 6,094 | $332K | 0.0% | -17.8% | 0.200% | |
8/11/2023 | Kestra Advisory Services LLC | 11,305 | $606K | 0.0% | -1.6% | 0.371% | |
8/9/2023 | Flow Traders U.S. LLC | 4,000 | $214K | 0.0% | N/A | 0.131% | |
8/8/2023 | Pekin Hardy Strauss Inc. | 28,422 | $1.52M | 0.2% | -1.7% | 0.932% | |
8/3/2023 | WealthShield Partners LLC | 11,330 | $607K | 0.1% | +16.8% | 0.371% | |
7/31/2023 | LPL Financial LLC | 41,615 | $2.23M | 0.0% | +8.4% | 1.156% | |
7/31/2023 | 1834 Investment Advisors Co. | 21,163 | $1.14M | 0.1% | -2.3% | 0.588% | |
7/19/2023 | TAP Consulting LLC | 28,605 | $1.53M | 0.4% | -3.0% | 0.795% | |
7/13/2023 | Zimmermann Investment Management & Planning LLC | 10,998 | $590K | 0.3% | -4.7% | 0.306% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,422 | $398K | 0.0% | -5.2% | 0.206% | |
5/12/2023 | TCTC Holdings LLC | 550 | $30K | 0.0% | N/A | 0.015% | |
5/11/2023 | PFG Investments LLC | 9,830 | $533K | 0.1% | N/A | 0.269% | |
5/11/2023 | Cerity Partners LLC | 8,955 | $486K | 0.0% | N/A | 0.245% | |
5/11/2023 | Scotia Capital Inc. | 3,802 | $206K | 0.0% | -11.5% | 0.104% | |
5/8/2023 | Pekin Hardy Strauss Inc. | 28,922 | $1.57M | 0.2% | -4.9% | 0.792% | |
5/8/2023 | Roberts Glore & Co. Inc. IL | 4,515 | $245K | 0.1% | +11.6% | 0.124% | |
5/8/2023 | WealthShield Partners LLC | 9,702 | $526K | 0.1% | +15.0% | 0.266% | |
5/1/2023 | NewSquare Capital LLC | 2,781 | $151K | 0.0% | -88.4% | 0.076% | |
4/25/2023 | Zimmermann Investment Management & Planning LLC | 11,545 | $626K | 0.3% | +5.7% | 0.316% | |
4/24/2023 | Asset Dedication LLC | 7,415 | $405K | 0.0% | -4.3% | 0.203% | |
4/18/2023 | TAP Consulting LLC | 29,494 | $1.60M | 0.4% | +8.0% | 0.808% | |
3/6/2023 | OLD Mission Capital LLC | 6,577 | $370K | 0.0% | -89.6% | 0.148% | |
2/13/2023 | Pekin Hardy Strauss Inc. | 30,422 | $1.71M | 0.2% | -34.4% | 0.684% | |
2/13/2023 | Kingsview Wealth Management LLC | 17,267 | $972K | 0.0% | +13.0% | 0.388% | |
2/13/2023 | 1834 Investment Advisors Co. | 21,652 | $1.22M | 0.2% | +1.7% | 0.487% | |
2/9/2023 | Scotia Capital Inc. | 4,294 | $242K | 0.0% | -12.4% | 0.096% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 13,703 | $771K | 0.0% | +3.0% | 0.308% | |
2/7/2023 | Commonwealth Equity Services LLC | 6,350 | $357K | 0.0% | +51.6% | 0.143% | |
2/7/2023 | LPL Financial LLC | 36,657 | $2.06M | 0.0% | +13.5% | 0.824% | |
2/7/2023 | Envestnet Asset Management Inc. | 5,987 | $337K | 0.0% | -19.1% | 0.135% | |
2/7/2023 | NewSquare Capital LLC | 23,956 | $1.35M | 0.2% | -90.5% | 0.538% | |
1/31/2023 | Kestra Advisory Services LLC | 12,974 | $730K | 0.0% | -41.9% | 0.292% | |
1/23/2023 | Sargent Bickham Lagudis LLC | 22,931 | $1.29M | 0.1% | -32.3% | 0.499% | |
1/23/2023 | TAP Consulting LLC | 27,306 | $1.54M | 0.4% | -3.3% | 0.594% | |
1/20/2023 | Zimmermann Investment Management & Planning LLC | 10,921 | $615K | 0.4% | -3.4% | 0.237% | |
1/19/2023 | Asset Dedication LLC | 7,746 | $440K | 0.0% | +3.6% | 0.168% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
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1/19/2023 | Cliftonlarsonallen Wealth Advisors LLC | 20,031 | $1.13M | 0.0% | N/A | 0.435% | |
11/15/2022 | Flow Traders U.S. LLC | 45,867 | $2.36M | 0.1% | +58.0% | 0.908% | |
11/14/2022 | OLD Mission Capital LLC | 63,223 | $3.25M | 0.1% | +45.9% | 1.252% | |
11/14/2022 | Northern Oak Wealth Management Inc. | 21,285 | $1.09M | 0.2% | +1.8% | 0.421% | |
11/7/2022 | Roberts Glore & Co. Inc. IL | 4,045 | $208K | 0.1% | -15.0% | 0.080% | |
11/4/2022 | WealthShield Partners LLC | 8,538 | $438K | 0.1% | +2.6% | 0.169% | |
11/1/2022 | Kestra Advisory Services LLC | 22,317 | $1.15M | 0.0% | +16.4% | 0.442% | |
11/1/2022 | Zimmermann Investment Management & Planning LLC | 11,305 | $581K | 0.4% | +2.0% | 0.224% | |
10/27/2022 | Asset Dedication LLC | 7,479 | $380K | 0.0% | N/A | 0.148% | |
10/27/2022 | Sargent Bickham Lagudis LLC | 33,890 | $1.74M | 0.2% | -48.5% | 0.671% | |