7/9/2025 | MassMutual Private Wealth & Trust FSB | 1,842 | $93K | 0.0% | N/A | 0.001% | |
7/8/2025 | Melone Private Wealth LLC | 297,986 | $14.99M | 7.7% | -21.5% | 0.081% | |
7/8/2025 | First National Corp MA ADV | 499,748 | $25.14M | 5.1% | +51.3% | 0.136% | |
7/8/2025 | Parisi Gray Wealth Management | 200,410 | $10.08M | 2.9% | -7.8% | 0.054% | |
7/8/2025 | Webster Bank N. A. | 426,950 | $21.48M | 2.2% | -17.2% | 0.116% | |
7/8/2025 | MRA Advisory Group | 8,562 | $431K | 0.2% | +16.8% | 0.002% | |
7/8/2025 | Goldstone Financial Group LLC | 41,417 | $2.09M | 0.3% | -44.0% | 0.011% | |
7/8/2025 | Charis Legacy Partners LLC | 52,484 | $2.64M | 4.3% | +1,019.5% | 0.014% | |
7/8/2025 | Moulton Wealth Management Inc. | 221,655 | $11.16M | 8.4% | -35.8% | 0.060% | |
7/7/2025 | Vishria Bird Financial Group LLC | 43,218 | $2.17M | 0.7% | -1.4% | 0.012% | |
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7/1/2025 | Private Client Services LLC | 11,732 | $590K | 0.2% | +59.5% | 0.003% | |
6/13/2025 | Optima Capital LLC | 104,935 | $5.28M | 3.4% | +136.8% | 0.028% | |
6/10/2025 | Compass Financial Services Inc | 19,658 | $989K | 0.5% | N/A | 0.005% | |
6/5/2025 | Cim LLC | 84,483 | $4.25M | 0.6% | +2.2% | 0.023% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 38,094 | $1.92M | 1.4% | +111.2% | 0.010% | |
6/2/2025 | Modern Wealth Management LLC | 512,187 | $25.78M | 0.8% | -4.5% | 0.137% | |
5/28/2025 | Wealth Management Associates Inc. | 9,230 | $465K | 0.2% | +2.3% | 0.002% | |
5/27/2025 | Jacobi Capital Management LLC | 360,103 | $18.12M | 1.3% | +0.8% | 0.096% | |
5/21/2025 | Geneos Wealth Management Inc. | 221,331 | $11.14M | 0.4% | +19.1% | 0.059% | |
5/20/2025 | Blue Rock Wealth Management LLC | 18,922 | $952K | 0.8% | -9.9% | 0.005% | |
5/20/2025 | Fortis Capital Advisors LLC | 20,543 | $1.03M | 0.2% | +4.4% | 0.005% | |
5/20/2025 | Belpointe Asset Management LLC | 115,894 | $5.83M | 0.3% | +377.3% | 0.031% | |
5/20/2025 | Integrity Alliance LLC. | 751,309 | $37.81M | 1.5% | N/A | 0.201% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 8,628 | $434K | 0.3% | +34.2% | 0.002% | |
5/19/2025 | Jane Street Group LLC | 4,896 | $246K | 0.0% | -97.3% | 0.001% | |
5/16/2025 | Prostatis Group LLC | 5,950 | $299K | 0.1% | N/A | 0.002% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 31,487 | $1.59M | 0.0% | -3.5% | 0.008% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 3,993 | $201K | 0.0% | N/A | 0.001% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 2,897 | $146K | 0.1% | +229.2% | 0.001% | |
5/16/2025 | Uniplan Investment Counsel Inc. | 395,966 | $19.93M | 1.9% | +13.5% | 0.106% | |
5/16/2025 | NewEdge Advisors LLC | 171,725 | $8.64M | 0.1% | +128.6% | 0.046% | |
5/16/2025 | Millennium Management LLC | 159,916 | $8.05M | 0.0% | -33.6% | 0.043% | |
5/16/2025 | Integrated Wealth Concepts LLC | 197,185 | $9.92M | 0.1% | +13.3% | 0.053% | |
5/16/2025 | Curi RMB Capital LLC | 7,133 | $359K | 0.0% | -30.2% | 0.002% | |
5/16/2025 | AQR Capital Management LLC | 11,987 | $603K | 0.0% | N/A | 0.003% | |
5/16/2025 | AlTi Global Inc. | 202,853 | $10.21M | 0.3% | +50.7% | 0.054% | |
5/15/2025 | EP Wealth Advisors LLC | 27,235 | $1.37M | 0.0% | -9.6% | 0.007% | |
5/15/2025 | Royal Bank of Canada | 3,341,912 | $168.20M | 0.0% | +3.8% | 0.893% | |
5/15/2025 | MAI Capital Management | 251,687 | $12.67M | 0.1% | -8.7% | 0.067% | |
5/15/2025 | Calton & Associates Inc. | 273,240 | $13.75M | 3.1% | +143.1% | 0.073% | |
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5/15/2025 | Baird Financial Group Inc. | 66,274 | $3.34M | 0.0% | -15.1% | 0.018% | |
5/15/2025 | Activest Wealth Management | 138,851 | $6.99M | 1.9% | -3.9% | 0.037% | |
5/15/2025 | Palo Alto Wealth Advisors LLC | 117,326 | $5.91M | 2.4% | -26.2% | 0.031% | |
5/15/2025 | TD Capital Management LLC | 245,996 | $12.38M | 1.3% | -9.6% | 0.066% | |
5/14/2025 | Transamerica Financial Advisors LLC | 50,685 | $2.55M | 0.3% | +12.3% | 0.014% | |
5/14/2025 | CreativeOne Wealth LLC | 105,948 | $5.33M | 0.2% | +10.4% | 0.028% | |
5/14/2025 | WCG Wealth Advisors LLC | 148,779 | $7.49M | 0.6% | +17.3% | 0.040% | |
5/14/2025 | Luminist Capital LLC | 1,797 | $90K | 0.1% | +239.1% | 0.000% | |
5/14/2025 | Apexium Financial LP | 300,569 | $15.13M | 0.9% | +189.8% | 0.080% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 443,379 | $22.32M | 0.1% | +11.0% | 0.118% | |
5/14/2025 | Comerica Bank | 54,728 | $2.75M | 0.0% | -22.1% | 0.015% | |
5/14/2025 | Napa Wealth Management | 30,607 | $1.54M | 0.9% | -9.3% | 0.008% | |
5/14/2025 | Smartleaf Asset Management LLC | 34,768 | $1.75M | 0.2% | -24.9% | 0.009% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 114,174 | $5.75M | 0.0% | +162.8% | 0.031% | |
5/14/2025 | Sax Wealth Advisors LLC | 22,901 | $1.15M | 0.1% | +185.3% | 0.006% | |
5/14/2025 | Kestra Advisory Services LLC | 839,160 | $42.24M | 0.2% | -35.3% | 0.224% | |
5/14/2025 | Compound Planning Inc. | 9,293 | $468K | 0.0% | +15.7% | 0.002% | |
5/14/2025 | Barnes Wealth Management Group Inc | 8,498 | $428K | 0.3% | +7.3% | 0.002% | |
5/14/2025 | Ameriprise Financial Inc. | 4,377,432 | $219.89M | 0.1% | +16.2% | 1.170% | |
5/14/2025 | Summit Financial LLC | 277,763 | $13.98M | 0.4% | +0.1% | 0.074% | |
5/14/2025 | United Asset Strategies Inc. | 344,028 | $17.32M | 1.6% | -15.9% | 0.092% | |
5/14/2025 | Flow Traders U.S. LLC | 7,441 | $375K | 0.0% | -48.7% | 0.002% | |
5/14/2025 | Capital Analysts LLC | 660,942 | $33.27M | 1.2% | -14.0% | 0.177% | |
5/14/2025 | Level Four Advisory Services LLC | 633,885 | $31.90M | 1.3% | +0.5% | 0.169% | |
5/14/2025 | Vertex Planning Partners LLC | 632,240 | $31.82M | 6.9% | +7.1% | 0.169% | |
5/14/2025 | ZEGA Investments LLC | 6,166 | $310K | 0.0% | +21.5% | 0.002% | |
5/14/2025 | JT Stratford LLC | 62,199 | $3.13M | 0.6% | +43.8% | 0.017% | |
5/14/2025 | Andina Capital Management LLC | 139,490 | $7.02M | 5.0% | +178.9% | 0.037% | |
5/14/2025 | Blue Investment Partners LLC | 274,782 | $13.83M | 5.2% | +10.5% | 0.073% | |
5/14/2025 | Disciplina Capital Management LLC | 724,448 | $36.46M | 5.3% | +36.6% | 0.194% | |
5/13/2025 | Aptus Capital Advisors LLC | 306,611 | $15.43M | 0.2% | +0.8% | 0.082% | |
5/13/2025 | Global View Capital Management LLC | 994,931 | $50.08M | 18.2% | +136.1% | 0.266% | |
5/13/2025 | 17 Capital Partners LLC | 14,716 | $741K | 0.5% | +20.7% | 0.004% | |
5/13/2025 | Cambiar Investors LLC | 175,249 | $8.82M | 0.4% | +3.1% | 0.047% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 653,611 | $32.90M | 0.3% | +7.6% | 0.175% | |
5/13/2025 | Raymond James Financial Inc. | 6,364,168 | $320.31M | 0.1% | +11.5% | 1.700% | |
5/13/2025 | Eaton Financial Holdings Company LLC | 291,383 | $14.67M | 6.1% | +728.1% | 0.078% | |
5/13/2025 | Cresset Asset Management LLC | 48,581 | $2.45M | 0.0% | -10.1% | 0.013% | |
5/13/2025 | LWM Advisory Services LLC | 82,292 | $4.14M | 2.9% | +158.1% | 0.022% | |
5/13/2025 | Watchman Group Inc. | 18,379 | $925K | 0.3% | +357.9% | 0.005% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 80,503 | $4.05M | 0.0% | -5.3% | 0.022% | |
5/13/2025 | Heck Capital Advisors LLC | 7,941 | $400K | 0.0% | -96.4% | 0.002% | |
5/13/2025 | WESCAP Management Group Inc. | 38,667 | $1.95M | 0.5% | +11.7% | 0.010% | |
5/13/2025 | Prudential PLC | 4,000 | $201K | 0.0% | N/A | 0.001% | |
5/13/2025 | HighTower Advisors LLC | 2,357,417 | $118.65M | 0.2% | -8.3% | 0.630% | |
5/13/2025 | Core Wealth Partners LLC | 23,884 | $1.20M | 0.7% | -12.5% | 0.006% | |
5/12/2025 | Capital Planning Advisors LLC | 1,023,598 | $51.52M | 8.0% | +9.5% | 0.273% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 23,191 | $1.17M | 0.1% | +69.5% | 0.006% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 48,352 | $2.43M | 0.1% | +22.4% | 0.013% | |
5/12/2025 | Robinson Smith Wealth Advisors LLC | 14,409 | $725K | 0.6% | -8.8% | 0.004% | |
White House to reset Social Security? (Ad) Elon Musk's parting DOGE gift looks set to shock America...
A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.  And it could have a major impact on how you collect Social Security - Click here to understand what' |
5/12/2025 | Atlas Capital Advisors Inc. | 4,268 | $215K | 0.0% | +76.3% | 0.001% | |
5/12/2025 | Berger Financial Group Inc | 15,869 | $799K | 0.1% | -24.4% | 0.004% | |
5/12/2025 | Manhattan West Asset Management LLC | 62,800 | $3.16M | 0.8% | +8.0% | 0.017% | |
5/12/2025 | JPMorgan Chase & Co. | 20,836,368 | $1.05B | 0.1% | +108.3% | 5.567% | |
5/12/2025 | Townsquare Capital LLC | 114,449 | $5.76M | 0.1% | +19.1% | 0.031% | |
5/12/2025 | Founders Financial Alliance LLC | 31,271 | $1.57M | 0.4% | +21.0% | 0.008% | |
5/12/2025 | Everett Harris & Co. CA | 18,900 | $951K | 0.0% | -17.8% | 0.005% | |
5/12/2025 | Bristlecone Advisors LLC | 508,609 | $25.60M | 2.1% | +3.4% | 0.136% | |
5/12/2025 | National Bank of Canada FI | 52,740 | $2.65M | 0.0% | +88.2% | 0.014% | |
5/12/2025 | LaSalle St. Investment Advisors LLC | 16,774 | $844K | 0.2% | +56.3% | 0.004% | |