| 7/18/2025 | Northstar Group Inc. | 1,521 | $293K | 0.0% | -37.1% | 0.001% | |
| 7/18/2025 | Vicus Capital | 32,216 | $6.21M | 0.5% | +2.0% | 0.027% | |
| 7/18/2025 | Pure Financial Advisors LLC | 37,994 | $7.32M | 0.1% | +2.2% | 0.032% | |
| 7/18/2025 | BSW Wealth Partners | 2,410 | $464K | 0.1% | -13.3% | 0.002% | |
| 7/18/2025 | Heritage Financial Services LLC | 1,390 | $268K | 0.0% | +8.2% | 0.001% | |
| 7/18/2025 | Eagle Capital Management LLC | 26,806 | $5.17M | 2.3% | +2.5% | 0.023% | |
| 7/18/2025 | SMI Advisory Services LLC | 66,197 | $12.99M | 2.5% | -2.7% | 0.056% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 23,832 | $4.59M | 0.1% | +0.6% | 0.020% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 4,678 | $901K | 0.7% | -3.4% | 0.004% | |
| 7/18/2025 | SigFig Wealth Management LLC | 556,928 | $106.77M | 3.5% | -5.0% | 0.472% | |
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| 7/18/2025 | Victrix Investment Advisors | 4,447 | $857K | 0.4% | -6.4% | 0.004% | |
| 7/18/2025 | Wetzel Investment Advisors Inc. | 24,304 | $4.68M | 2.1% | -10.7% | 0.021% | |
| 7/18/2025 | Truist Financial Corp | 41,027 | $7.91M | 0.0% | +34.6% | 0.035% | |
| 7/17/2025 | Chicago Capital LLC | 1,134 | $219K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Bluesphere Advisors LLC | 3,701 | $713K | 0.4% | -9.0% | 0.003% | |
| 7/17/2025 | Capital Investment Advisors LLC | 3,733 | $719K | 0.0% | +2.7% | 0.003% | |
| 7/17/2025 | Gleason Group Inc. | 591,032 | $113.90M | 12.3% | +43.8% | 0.513% | |
| 7/17/2025 | Asio Capital LLC | 64,564 | $12.44M | 2.1% | +2.9% | 0.056% | |
| 7/17/2025 | HB Wealth Management LLC | 8,681 | $1.67M | 0.0% | +16.0% | 0.008% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 22,060 | $4.25M | 0.0% | -2.8% | 0.019% | |
| 7/17/2025 | Sound Income Strategies LLC | 188 | $36K | 0.0% | -36.7% | 0.000% | |
| 7/17/2025 | Applied Capital LLC | 64,295 | $12.39M | 5.5% | +2.6% | 0.056% | |
| 7/17/2025 | First County Bank CT | 2,154 | $415K | 0.2% | -6.1% | 0.002% | |
| 7/17/2025 | Peoples Financial Services CORP. | 874 | $168K | 0.1% | -88.2% | 0.001% | |
| 7/17/2025 | Worth Financial Advisory Group LLC | 5,801 | $1.12M | 0.7% | -1.1% | 0.005% | |
| 7/17/2025 | KWB Wealth | 9,214 | $1.78M | 0.2% | +1.4% | 0.008% | |
| 7/17/2025 | Luminvest Wealth Management LLC | 22,750 | $4.39M | 1.6% | +12.9% | 0.020% | |
| 7/17/2025 | Sage Rhino Capital LLC | 6,317 | $1.22M | 0.3% | -9.2% | 0.005% | |
| 7/16/2025 | Diversified Enterprises LLC | 19,358 | $3.73M | 0.3% | +22.3% | 0.017% | |
| 7/16/2025 | ORG Wealth Partners LLC | 494 | $96K | 0.0% | -10.2% | 0.000% | |
| 7/16/2025 | Signaturefd LLC | 1,970 | $380K | 0.0% | +2.8% | 0.002% | |
| 7/16/2025 | ORG Partners LLC | 3,732 | $723K | 0.2% | +1.6% | 0.003% | |
| 7/16/2025 | MontVue Capital Management Inc. | 25,872 | $4.99M | 3.5% | -0.9% | 0.022% | |
| 7/16/2025 | Wealth Group Ltd | 55,247 | $10.65M | 2.7% | -30.7% | 0.048% | |
| 7/16/2025 | Dakota Wealth Management | 24,851 | $4.79M | 0.1% | -53.6% | 0.022% | |
| 7/16/2025 | Plancorp LLC | 42,479 | $8.19M | 0.3% | +6.9% | 0.037% | |
| 7/15/2025 | Perennial Advisors LLC | 3,873 | $746K | 0.1% | +1.5% | 0.003% | |
| 7/15/2025 | BostonPremier Wealth LLC | 8,295 | $1.60M | 0.9% | -3.0% | 0.007% | |
| 7/15/2025 | North Star Investment Management Corp. | 45,386 | $8.75M | 0.6% | -0.9% | 0.039% | |
| 7/15/2025 | Riverbridge Partners LLC | 31,560 | $6.08M | 0.1% | -36.6% | 0.027% | |
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| 7/15/2025 | Signal Tree Financial Partners LLC | 27,997 | $5.40M | 4.6% | N/A | 0.024% | |
| 7/15/2025 | Verum Partners LLC | 1,622 | $313K | 0.1% | +8.6% | 0.001% | |
| 7/15/2025 | TD Private Client Wealth LLC | 420,323 | $81M | 2.0% | +5.8% | 0.365% | |
| 7/15/2025 | Mather Group LLC. | 149,460 | $28.80M | 0.3% | +1.8% | 0.130% | |
| 7/15/2025 | Tenon Financial LLC | 334,522 | $61.13M | 26.9% | +105.3% | 0.290% | |
| 7/15/2025 | Evanson Asset Management LLC | 3,388 | $653K | 0.0% | +124.1% | 0.003% | |
| 7/15/2025 | James J. Burns & Company LLC | 195,831 | $37.74M | 6.2% | +0.1% | 0.170% | |
| 7/15/2025 | Ballentine Partners LLC | 61,360 | $11.83M | 0.2% | -17.6% | 0.053% | |
| 7/15/2025 | BCS Wealth Management | 13,131 | $2.53M | 0.5% | +9.2% | 0.011% | |
| 7/15/2025 | Accurate Wealth Management LLC | 1,502 | $298K | 0.0% | -11.1% | 0.001% | |
| 7/15/2025 | Maseco LLP | 823 | $159K | 0.0% | N/A | 0.001% | |
| 7/15/2025 | Fifth Third Bancorp | 1,243,904 | $239.71M | 0.8% | +3.6% | 1.079% | |
| 7/15/2025 | Oak Root LLC | 12,013 | $2.32M | 0.3% | -75.4% | 0.010% | |
| 7/15/2025 | CGN Advisors LLC | 7,300 | $1.41M | 0.1% | +33.4% | 0.006% | |
| 7/15/2025 | Bfsg LLC | 20,648 | $3.98M | 0.4% | +8.9% | 0.018% | |
| 7/14/2025 | Wealth Advisory Solutions LLC | 6,259 | $1.21M | 0.3% | -5.2% | 0.005% | |
| 7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 4,499 | $867K | 0.2% | -3.6% | 0.004% | |
| 7/14/2025 | Gries Financial LLC | 3,482 | $671K | 0.1% | -4.0% | 0.003% | |
| 7/14/2025 | Conrad Siegel Investment Advisors Inc. | 2,698 | $520K | 0.1% | +3.1% | 0.002% | |
| 7/14/2025 | Financial Harvest LLC | 4,307 | $830K | 0.6% | N/A | 0.004% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 18,408 | $3.55M | 0.3% | -27.5% | 0.016% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 6,012 | $1.16M | 0.2% | +19.5% | 0.005% | |
| 7/14/2025 | Painted Porch Advisors LLC | 1,453 | $280K | 0.1% | N/A | 0.001% | |
| 7/14/2025 | Park Avenue Securities LLC | 1,578 | $304K | 0.0% | -4.5% | 0.001% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 6,954 | $1.34M | 0.6% | +21.1% | 0.006% | |
| 7/11/2025 | Quad Cities Investment Group LLC | 1,768 | $341K | 0.2% | +12.5% | 0.001% | |
| 7/11/2025 | Mallini Complete Financial Planning LLC | 1,069 | $206K | 0.2% | N/A | 0.001% | |
| 7/11/2025 | Farther Finance Advisors LLC | 21,167 | $4.08M | 0.1% | -7.0% | 0.018% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 4,230 | $815K | 0.1% | -6.9% | 0.004% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 1,058 | $204K | 0.0% | -9.4% | 0.001% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 1,738 | $335K | 0.0% | +18.4% | 0.001% | |
| 7/11/2025 | Diversified Trust Co | 466,235 | $89.85M | 2.0% | +7.6% | 0.389% | |
| 7/11/2025 | Cypress Financial Planning LLC | 113,577 | $21.89M | 7.1% | +7.5% | 0.095% | |
| 7/10/2025 | Charter Oak Capital Management LLC | 374,574 | $72.18M | 6.1% | +1.6% | 0.313% | |
| 7/10/2025 | Selective Wealth Management Inc. | 6,412 | $1.27M | 0.5% | +7.4% | 0.005% | |
| 7/10/2025 | Moody National Bank Trust Division | 146,474 | $28.23M | 2.6% | +11.1% | 0.122% | |
| 7/10/2025 | Affiance Financial LLC | 77,415 | $14.92M | 3.0% | +10.5% | 0.065% | |
| 7/10/2025 | Fulton Bank N.A. | 4,391 | $846K | 0.0% | +204.7% | 0.004% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 56,223 | $11.10M | 0.0% | -3.2% | 0.047% | |
| 7/10/2025 | Bath Savings Trust Co | 1,092 | $210K | 0.0% | -40.7% | 0.001% | |
| 7/10/2025 | Wedmont Private Capital | 12,854 | $2.54M | 0.1% | -3.4% | 0.011% | |
| 7/10/2025 | Secure Asset Management LLC | 4,260 | $821K | 0.2% | -6.9% | 0.004% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 2,261 | $436K | 0.0% | +6.4% | 0.002% | |
| 7/9/2025 | Procyon Advisors LLC | 56,008 | $10.79M | 1.0% | -49.5% | 0.047% | |
| 7/9/2025 | Balefire LLC | 1,650 | $318K | 0.1% | N/A | 0.001% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 24,007 | $4.63M | 0.3% | -1.3% | 0.020% | |
| 7/9/2025 | Westmount Partners LLC | 1,476 | $284K | 0.1% | -63.8% | 0.001% | |
| 7/9/2025 | Sandbox Financial Partners LLC | 2,267 | $437K | 0.1% | -5.6% | 0.002% | |
| 7/9/2025 | ACT Wealth Management LLC | 200,037 | $38.55M | 16.3% | +7.4% | 0.167% | |
| 7/8/2025 | Canandaigua National Trust Co of Florida | 3,997 | $770K | 0.5% | N/A | 0.003% | |
[No Brainer Gold Play]: “Show me a better investment.” (Ad) A Historic Gold Announcement Is About to Rock Wall Street?
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Click here to get Garrett’s Top Four picks now. |
| 7/8/2025 | RMR Wealth Builders | 1,377 | $265K | 0.0% | -14.8% | 0.001% | |
| 7/8/2025 | NBC Securities Inc. | 5,423 | $1.05M | 0.1% | +126.4% | 0.005% | |
| 7/8/2025 | Legacy Private Trust Co. | 180,443 | $34.77M | 2.2% | -24.7% | 0.156% | |
| 7/8/2025 | Charis Legacy Partners LLC | 26,484 | $5.10M | 8.4% | +2.9% | 0.023% | |
| 7/8/2025 | Parallel Advisors LLC | 1,953 | $376K | 0.0% | -3.9% | 0.002% | |
| 7/7/2025 | Retirement Wealth Solutions LLC | 17,359 | $3.35M | 2.4% | -1.2% | 0.015% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 1,090 | $210K | 0.0% | +27.0% | 0.001% | |
| 7/7/2025 | TruWealth Advisors LLC | 5,862 | $1.13M | 0.1% | -21.0% | 0.005% | |
| 7/3/2025 | First Hawaiian Bank | 91,603 | $17.65M | 2.4% | +2.5% | 0.079% | |
| 7/3/2025 | Lam Group Inc. | 44,410 | $8.56M | 5.7% | +3.2% | 0.039% | |
