| 8/7/2025 | Blackston Financial Advisory Group LLC | 45,953 | $10.06M | 4.5% | -5.4% | 0.133% | |
| 8/7/2025 | Birchcreek Wealth Management LLC | 3,967 | $869K | 0.5% | -5.5% | 0.011% | |
| 8/7/2025 | Allworth Financial LP | 5,010 | $1.10M | 0.0% | +14.1% | 0.014% | |
| 8/7/2025 | Davis R M Inc. | 1,050 | $230K | 0.0% | N/A | 0.003% | |
| 8/7/2025 | Fountainhead AM LLC | 2,826 | $619K | 0.1% | +66.0% | 0.008% | |
| 8/7/2025 | Fonville Wealth Management LLC | 964 | $211K | 0.1% | N/A | 0.003% | |
| 8/7/2025 | PFG Advisors | 10,513 | $2.30M | 0.1% | +11.2% | 0.030% | |
| 8/7/2025 | Sound View Wealth Advisors Group LLC | 1,019 | $223K | 0.0% | -24.8% | 0.003% | |
| 8/7/2025 | HC Advisors LLC | 21,246 | $4.65M | 3.3% | -0.6% | 0.061% | |
| 8/6/2025 | Prospera Financial Services Inc | 3,871 | $848K | 0.0% | +2.6% | 0.011% | |
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| 8/6/2025 | AGF Management Ltd. | 7,786 | $1.71M | 0.0% | +0.8% | 0.022% | |
| 8/6/2025 | AE Wealth Management LLC | 3,619 | $793K | 0.0% | +5.4% | 0.010% | |
| 8/6/2025 | Bonfire Financial | 13,217 | $2.90M | 2.4% | +5.4% | 0.038% | |
| 8/6/2025 | KCM Investment Advisors LLC | 60,955 | $13.35M | 0.4% | +1.6% | 0.176% | |
| 8/6/2025 | Bryn Mawr Trust Advisors LLC | 1,644 | $360K | 0.0% | -14.2% | 0.005% | |
| 8/6/2025 | Savant Capital LLC | 3,454 | $757K | 0.0% | +24.4% | 0.010% | |
| 8/6/2025 | SouthState Corp | 4,277 | $937K | 0.0% | -6.8% | 0.012% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 140 | $31K | 0.0% | N/A | 0.000% | |
| 8/6/2025 | Stonebridge Financial Planning Group LLC | 14,125 | $3.09M | 1.3% | +6.3% | 0.041% | |
| 8/5/2025 | Arrowroot Family Office LLC | 1,442 | $316K | 0.1% | N/A | 0.004% | |
| 8/5/2025 | Huntington National Bank | 1,906 | $417K | 0.0% | -3.9% | 0.005% | |
| 8/5/2025 | Transatlantique Private Wealth LLC | 4,026 | $882K | 0.3% | +7.4% | 0.012% | |
| 8/5/2025 | Key Financial Inc | 162 | $35K | 0.0% | +165.6% | 0.000% | |
| 8/5/2025 | Marion Wealth Management | 7,532 | $1.65M | 0.4% | +2.1% | 0.022% | |
| 8/5/2025 | Westside Investment Management Inc. | 10,867 | $2.38M | 0.4% | -1.2% | 0.031% | |
| 8/5/2025 | Bank of Montreal Can | 1,210 | $265K | 0.0% | -4.1% | 0.003% | |
| 8/5/2025 | Sigma Planning Corp | 16,201 | $3.55M | 0.1% | +14.2% | 0.047% | |
| 8/5/2025 | Mission Wealth Management LP | 4,598 | $1.01M | 0.0% | +31.4% | 0.013% | |
| 8/5/2025 | Integrity Financial Corp WA | 528 | $116K | 0.1% | -18.1% | 0.002% | |
| 8/5/2025 | TIAA Trust National Association | 2,665 | $584K | 0.0% | +12.4% | 0.008% | |
| 8/4/2025 | Integrity Alliance LLC. | 23,187 | $5.08M | 0.3% | -37.7% | 0.067% | |
| 8/4/2025 | Simon Quick Advisors LLC | 21,527 | $4.71M | 0.2% | N/A | 0.062% | |
| 8/4/2025 | One Day In July LLC | 12,156 | $2.66M | 0.2% | +23.6% | 0.035% | |
| 8/4/2025 | Atria Investments Inc | 16,409 | $3.59M | 0.0% | -11.4% | 0.047% | |
| 8/4/2025 | Assetmark Inc. | 6,873 | $1.51M | 0.0% | -40.1% | 0.020% | |
| 8/4/2025 | Keybank National Association OH | 1,093 | $239K | 0.0% | +5.6% | 0.003% | |
| 8/4/2025 | Spire Wealth Management | 1,371 | $300K | 0.0% | -19.8% | 0.004% | |
| 8/4/2025 | Arkadios Wealth Advisors | 12,773 | $2.80M | 0.1% | -51.2% | 0.037% | |
| 8/4/2025 | WNY Asset Management LLC | 3,211 | $703K | 0.1% | +18.1% | 0.009% | |
| 8/1/2025 | GWN Securities Inc. | 1,788 | $394K | 0.1% | -41.1% | 0.005% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
| 8/1/2025 | Alexander Labrunerie & CO. Inc. | 1,143 | $250K | 0.1% | -13.3% | 0.003% | |
| 8/1/2025 | Penobscot Wealth Management | 2,599 | $569K | 0.2% | +153.6% | 0.007% | |
| 8/1/2025 | Brookwood Investment Group LLC | 2,701 | $591K | 0.1% | -13.6% | 0.008% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 366,583 | $80.28M | 0.0% | -20.7% | 1.058% | |
| 7/31/2025 | Wealthfront Advisers LLC | 6,896 | $1.51M | 0.0% | -15.8% | 0.020% | |
| 7/31/2025 | Conservest Capital Advisors Inc. | 12,238 | $2.68M | 0.3% | +7.0% | 0.035% | |
| 7/31/2025 | Ingalls & Snyder LLC | 2,233 | $489K | 0.0% | +9.0% | 0.006% | |
| 7/31/2025 | Brighton Jones LLC | 1,281 | $281K | 0.0% | +28.0% | 0.004% | |
| 7/31/2025 | Leavell Investment Management Inc. | 3,266 | $715K | 0.0% | -6.9% | 0.009% | |
| 7/31/2025 | CVA Family Office LLC | 5,690 | $1.25M | 0.2% | -0.9% | 0.016% | |
| 7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 2,185 | $479K | 0.1% | -7.4% | 0.006% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 1,121 | $245K | 0.1% | +25.7% | 0.003% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 7,282 | $1.60M | 0.2% | +8.0% | 0.021% | |
| 7/31/2025 | Sharper & Granite LLC | 26,410 | $5.86M | 2.2% | -7.3% | 0.076% | |
| 7/31/2025 | WFA Asset Management Corp | 291 | $59K | 0.0% | -17.1% | 0.001% | |
| 7/30/2025 | Axiom Financial Strategies LLC | 7,341 | $1.61M | 0.9% | -2.1% | 0.021% | |
| 7/30/2025 | BCM Advisors LLC | 2,546 | $559K | 0.1% | -68.3% | 0.007% | |
| 7/30/2025 | Brookstone Capital Management | 9,489 | $2.08M | 0.0% | -55.3% | 0.027% | |
| 7/30/2025 | Retirement Planning Group LLC | 11,594 | $2.54M | 0.1% | +4.6% | 0.033% | |
| 7/30/2025 | D.A. Davidson & CO. | 12,710 | $2.78M | 0.0% | +3.8% | 0.037% | |
| 7/30/2025 | St. Johns Investment Management Company LLC | 150 | $33K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Liberty One Investment Management LLC | 7,333 | $1.61M | 0.2% | -0.6% | 0.021% | |
| 7/30/2025 | Phoenix Financial Ltd. | 9,524 | $2.09M | 0.0% | +35.6% | 0.027% | |
| 7/30/2025 | Financial Perspectives Inc | 12,895 | $2.82M | 0.9% | +10.9% | 0.037% | |
| 7/30/2025 | Crewe Advisors LLC | 150 | $33K | 0.0% | N/A | 0.000% | |
| 7/29/2025 | Elevation Capital Advisory LLC | 2,746 | $601K | 0.2% | -17.4% | 0.008% | |
| 7/29/2025 | International Assets Investment Management LLC | 2,074 | $454K | 0.0% | -24.1% | 0.006% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 2,862 | $627K | 0.0% | -1.9% | 0.008% | |
| 7/29/2025 | Chevy Chase Trust Holdings LLC | 32,257 | $7.06M | 0.0% | -19.4% | 0.093% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 38,499 | $8.43M | 0.1% | -1.1% | 0.111% | |
| 7/29/2025 | Portland Financial Advisors Inc | 1,235 | $270K | 0.6% | +16.5% | 0.004% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 1,800 | $394K | 0.4% | N/A | 0.005% | |
| 7/28/2025 | Nvest Financial LLC | 11,071 | $2.43M | 1.3% | -3.2% | 0.032% | |
| 7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 19,591 | $4.29M | 1.7% | +0.2% | 0.057% | |
| 7/28/2025 | Mutual Advisors LLC | 6,787 | $1.49M | 0.0% | +17.6% | 0.020% | |
| 7/28/2025 | Ritholtz Wealth Management | 1,892 | $414K | 0.0% | +55.2% | 0.005% | |
| 7/28/2025 | Harbour Investments Inc. | 8,224 | $1.80M | 0.0% | +2.6% | 0.024% | |
| 7/28/2025 | Cypress Wealth Services LLC | 12,093 | $2.65M | 0.5% | -1.6% | 0.035% | |
| 7/28/2025 | Morningstar Investment Management LLC | 200,109 | $43.82M | 3.8% | -36.7% | 0.577% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 4,115 | $901K | 0.0% | -9.8% | 0.012% | |
| 7/25/2025 | Northwest Capital Management Inc | 12,240 | $2.68M | 1.5% | -29.5% | 0.035% | |
| 7/25/2025 | NorthRock Partners LLC | 383 | $84K | 0.0% | +57.0% | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 70,624 | $15.51M | 0.4% | -3.5% | 0.204% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 25,682 | $5.62M | 0.0% | -29.4% | 0.074% | |
| 7/25/2025 | Lion Street Advisors LLC | 1,429 | $313K | 0.1% | -30.8% | 0.004% | |
| 7/25/2025 | MGO One Seven LLC | 6,361 | $1.39M | 0.0% | +502.9% | 0.018% | |
| 7/25/2025 | Meritage Portfolio Management | 2,623 | $574K | 0.0% | +12.3% | 0.008% | |
| 7/25/2025 | CWM LLC | 15,053 | $3.30M | 0.0% | -18.3% | 0.043% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 4,662 | $1.02M | 0.0% | -2.4% | 0.013% | |
| 7/25/2025 | Apollon Financial LLC | 11,081 | $2.43M | 0.5% | +0.5% | 0.032% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
| 7/25/2025 | Apollon Wealth Management LLC | 65,162 | $14.27M | 0.3% | +5.4% | 0.188% | |
| 7/24/2025 | Strengthening Families & Communities LLC | 24,449 | $5.35M | 3.0% | -2.4% | 0.071% | |
| 7/24/2025 | Blue Trust Inc. | 301 | $66K | 0.0% | N/A | 0.001% | |
| 7/24/2025 | IFP Advisors Inc | 1,493 | $327K | 0.0% | -6.6% | 0.004% | |
| 7/24/2025 | Blair William & Co. IL | 13,715 | $3.00M | 0.0% | +0.4% | 0.040% | |
| 7/24/2025 | Advanced Asset Management Advisors Inc | 1,273 | $279K | 0.1% | -11.3% | 0.004% | |
| 7/24/2025 | US Bancorp DE | 17,383 | $3.81M | 0.0% | +3.7% | 0.050% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 1,027 | $225K | 0.0% | -14.7% | 0.003% | |
| 7/23/2025 | Optas LLC | 2,078 | $455K | 0.1% | -46.3% | 0.006% | |
| 7/23/2025 | Ignite Planners LLC | 2,208 | $483K | 0.1% | +7.5% | 0.006% | |
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