| 7/18/2025 | Clarity Financial LLC | 65,205 | $2.70M | 0.3% | -49.4% | 0.036% | |
| 7/18/2025 | Trilogy Capital Inc. | 6,367 | $264K | 0.0% | -12.2% | 0.004% | |
| 7/18/2025 | O ROURKE & COMPANY Inc | 29,598 | $1.23M | 0.6% | -1.6% | 0.017% | |
| 7/18/2025 | Truist Financial Corp | 93,792 | $3.89M | 0.0% | -2.7% | 0.052% | |
| 7/18/2025 | First United Bank & Trust | 4,508 | $187K | 0.1% | -10.3% | 0.003% | |
| 7/17/2025 | Alliance Wealth Advisors LLC | 23,796 | $986K | 0.5% | +12.0% | 0.013% | |
| 7/17/2025 | Capital Investment Advisors LLC | 1,333,535 | $55.24M | 1.0% | +8.0% | 0.744% | |
| 7/17/2025 | HB Wealth Management LLC | 5,557 | $230K | 0.0% | +16.0% | 0.003% | |
| 7/17/2025 | Janney Capital Management LLC | 406,381 | $16.83M | 1.1% | -3.3% | 0.227% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 110,840 | $4.59M | 0.0% | -21.1% | 0.062% | |
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| 7/17/2025 | Moss Adams Wealth Advisors LLC | 1,313,112 | $54.39M | 4.9% | +3.8% | 0.733% | |
| 7/17/2025 | Olympus Wealth Management LLC | 19,817 | $821K | 0.3% | -24.9% | 0.011% | |
| 7/17/2025 | Albion Financial Group UT | 6,442 | $267K | 0.0% | -98.3% | 0.004% | |
| 7/17/2025 | Sound Income Strategies LLC | 54,583 | $2.26M | 0.1% | -6.8% | 0.030% | |
| 7/17/2025 | Capital Insight Partners LLC | 103,262 | $4.28M | 0.7% | -11.9% | 0.058% | |
| 7/17/2025 | Independence Bank of Kentucky | 9,663 | $400K | 0.1% | -10.7% | 0.005% | |
| 7/17/2025 | Avior Wealth Management LLC | 23,442 | $971K | 0.0% | -21.4% | 0.013% | |
| 7/17/2025 | KWB Wealth | 7,459 | $312K | 0.0% | -7.6% | 0.004% | |
| 7/17/2025 | KG&L Capital Management LLC | 7,323 | $303K | 0.1% | N/A | 0.004% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 92,739 | $3.84M | 0.6% | +1.3% | 0.052% | |
| 7/16/2025 | MontVue Capital Management Inc. | 13,142 | $544K | 0.4% | -1.9% | 0.007% | |
| 7/16/2025 | American National Bank & Trust | 23,955 | $992K | 0.1% | +189.6% | 0.013% | |
| 7/16/2025 | AAFMAA Wealth Management & Trust LLC | 30,067 | $1.25M | 0.5% | -43.5% | 0.017% | |
| 7/16/2025 | Colton Groome Financial Advisors LLC | 5,319 | $220K | 0.1% | -7.0% | 0.003% | |
| 7/16/2025 | Dakota Wealth Management | 46,177 | $1.91M | 0.0% | -14.9% | 0.026% | |
| 7/16/2025 | Perigon Wealth Management LLC | 8,418 | $349K | 0.0% | +9.7% | 0.005% | |
| 7/16/2025 | Magnus Financial Group LLC | 23,592 | $977K | 0.1% | -2.7% | 0.013% | |
| 7/15/2025 | Palumbo Wealth Management LLC | 81,941 | $3.39M | 1.1% | -4.1% | 0.046% | |
| 7/15/2025 | Ballentine Partners LLC | 392,826 | $16.27M | 0.2% | +26.0% | 0.219% | |
| 7/15/2025 | BCS Wealth Management | 15,397 | $638K | 0.1% | -12.6% | 0.009% | |
| 7/15/2025 | Cranbrook Wealth Management LLC | 9,262 | $384K | 0.1% | -4.2% | 0.005% | |
| 7/15/2025 | Fifth Third Bancorp | 41,058 | $1.70M | 0.0% | +1.7% | 0.023% | |
| 7/15/2025 | Kwmg LLC | 7,747 | $321K | 0.0% | N/A | 0.004% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 3,478 | $144K | 0.0% | N/A | 0.002% | |
| 7/14/2025 | AdvisorNet Financial Inc | 4,730 | $196K | 0.0% | -13.4% | 0.003% | |
| 7/14/2025 | Mechanics Bank Trust Department | 9,049 | $375K | 0.1% | -15.1% | 0.005% | |
| 7/14/2025 | Armstrong Advisory Group Inc. | 152,206 | $6.30M | 0.5% | +0.4% | 0.085% | |
| 7/14/2025 | KFG Wealth Management LLC | 129,683 | $5.37M | 0.9% | +8.5% | 0.072% | |
| 7/14/2025 | ABLE Financial Group LLC | 6,887 | $285K | 0.1% | +17.1% | 0.004% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 29,750 | $1.23M | 0.0% | +18.8% | 0.017% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
 For the moment, you can watch this interview free of charge – just click here. |
| 7/14/2025 | Flagstar Advisors Inc. | 10,252 | $425K | 0.1% | +16.6% | 0.006% | |
| 7/14/2025 | Park Avenue Securities LLC | 77,879 | $3.23M | 0.0% | N/A | 0.044% | |
| 7/14/2025 | Sowell Financial Services LLC | 28,186 | $1.17M | 0.0% | -3.0% | 0.016% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 18,510 | $767K | 0.2% | +17.7% | 0.010% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,970 | $247K | 0.0% | -7.0% | 0.003% | |
| 7/11/2025 | CX Institutional | 56,349 | $2.33M | 0.1% | -1.0% | 0.031% | |
| 7/10/2025 | Triangle Securities Wealth Management | 100,260 | $4.17M | 1.0% | +100.1% | 0.056% | |
| 7/10/2025 | CWC Advisors LLC. | 6,261 | $259K | 0.1% | +16.5% | 0.004% | |
| 7/10/2025 | Contravisory Investment Management Inc. | 9,416 | $390K | 0.1% | -30.0% | 0.005% | |
| 7/10/2025 | Ferguson Wellman Capital Management Inc. | 8,766 | $363K | 0.0% | -3.6% | 0.005% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 165,167 | $6.84M | 0.1% | N/A | 0.093% | |
| 7/10/2025 | Weinberger Asset Management Inc | 16,258 | $673K | 0.3% | +4.3% | 0.009% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 594,791 | $24.86M | 0.0% | +1.3% | 0.333% | |
| 7/10/2025 | Atticus Wealth Management LLC | 5,654 | $234K | 0.1% | -20.3% | 0.003% | |
| 7/10/2025 | American Financial Advisors LLC | 277,354 | $11.49M | 1.6% | -3.7% | 0.155% | |
| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 70,905 | $2.94M | 0.9% | -1.3% | 0.040% | |
| 7/10/2025 | Focus Financial Network Inc. | 17,279 | $716K | 0.0% | -2.9% | 0.010% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 155,272 | $6.43M | 0.5% | +445.8% | 0.087% | |
| 7/10/2025 | Sovran Advisors LLC | 9,206 | $381K | 0.0% | +24.5% | 0.005% | |
| 7/9/2025 | Capital Wealth Management LLC | 237,885 | $9.85M | 3.7% | +4.4% | 0.133% | |
| 7/9/2025 | Channel Wealth LLC | 18,736 | $776K | 0.2% | -39.6% | 0.011% | |
| 7/9/2025 | Pines Wealth Management LLC | 7,710 | $322K | 0.1% | +8.2% | 0.004% | |
| 7/9/2025 | Chesley Taft & Associates LLC | 77,285 | $3.20M | 0.1% | -3.5% | 0.043% | |
| 7/9/2025 | StrongBox Wealth LLC | 102,602 | $4.25M | 1.6% | +2.4% | 0.058% | |
| 7/9/2025 | Berkshire Bank | 49,281 | $2.04M | 0.5% | +5.4% | 0.028% | |
| 7/9/2025 | Krilogy Financial LLC | 29,387 | $1.22M | 0.1% | +4.6% | 0.016% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 61,249 | $2.54M | 0.2% | -6.7% | 0.034% | |
| 7/8/2025 | Arlington Trust Co LLC | 1,650 | $68K | 0.0% | +1,000.0% | 0.001% | |
| 7/8/2025 | Legacy Private Trust Co. | 112,080 | $4.64M | 0.3% | +3.5% | 0.063% | |
| 7/7/2025 | Trust Co. of Oklahoma | 31,337 | $1.30M | 0.4% | +4.4% | 0.018% | |
| 7/7/2025 | Horizons Wealth Management | 39,697 | $1.64M | 1.2% | +2.7% | 0.022% | |
| 7/7/2025 | Wealth Alliance Advisory Group LLC | 26,459 | $1.10M | 0.2% | +9.0% | 0.015% | |
| 7/2/2025 | Waller Financial Planning Group Inc. | 482,707 | $19.99M | 4.8% | +1.8% | 0.271% | |
| 6/17/2025 | Howe & Rusling Inc. | 3,556 | $149K | 0.0% | +35.8% | 0.002% | |
| 6/2/2025 | Modern Wealth Management LLC | 613,294 | $25.67M | 0.8% | -1.7% | 0.344% | |
| 5/27/2025 | Jacobi Capital Management LLC | 69,019 | $2.89M | 0.2% | +14.9% | 0.039% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 117,345 | $4.91M | 0.2% | -7.7% | 0.066% | |
| 5/20/2025 | Belpointe Asset Management LLC | 15,637 | $654K | 0.0% | -44.4% | 0.009% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 15,625 | $654K | 0.1% | +1.9% | 0.009% | |
| 5/20/2025 | Focus Partners Wealth | 143,574 | $6.01M | 0.0% | +1,147.4% | 0.081% | |
| 5/19/2025 | Advisory Alpha LLC | 971,421 | $40.55M | 1.4% | +23.2% | 0.545% | |
| 5/16/2025 | Prostatis Group LLC | 6,532 | $273K | 0.1% | -54.0% | 0.004% | |
| 5/16/2025 | Everstar Asset Management LLC | 7,252 | $303K | 0.1% | N/A | 0.004% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 17,316 | $725K | 0.0% | -45.8% | 0.010% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 593,100 | $24.82M | 0.0% | +12.9% | 0.333% | |
| 5/16/2025 | Talon Private Wealth LLC | 40,918 | $1.71M | 0.2% | -19.9% | 0.023% | |
| 5/16/2025 | Redwood Financial Network Corp | 48,143 | $2.02M | 1.5% | +7.7% | 0.027% | |
| 5/16/2025 | Pacific Center for Financial Services | 62,650 | $2.62M | 0.7% | +2.8% | 0.035% | |
| 5/16/2025 | NewEdge Advisors LLC | 55,366 | $2.32M | 0.0% | -6.9% | 0.031% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 75,587 | $3.16M | 0.0% | -23.0% | 0.042% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape.
For the moment, you can watch this interview free of charge – just click here. |
| 5/16/2025 | Eschler Asset Management LLP | 21,605 | $904K | 2.3% | N/A | 0.012% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 124,460 | $5.21M | 3.8% | -10.4% | 0.070% | |
| 5/15/2025 | EP Wealth Advisors LLC | 64,335 | $2.69M | 0.0% | -15.9% | 0.036% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 28,741 | $1.20M | 0.0% | +165.4% | 0.016% | |
| 5/15/2025 | Royal Bank of Canada | 498,786 | $20.87M | 0.0% | -17.3% | 0.280% | |
| 5/15/2025 | Alpine Global Management LLC | 7,371 | $308K | 0.1% | -77.7% | 0.004% | |
| 5/15/2025 | Betterment LLC | 11,002 | $460K | 0.0% | +44.1% | 0.006% | |
| 5/15/2025 | MAI Capital Management | 282,434 | $11.82M | 0.1% | -12.9% | 0.159% | |
| 5/15/2025 | DRW Securities LLC | 143,336 | $6.00M | 0.2% | +943.5% | 0.080% | |
| 5/15/2025 | Evergreen Capital Management LLC | 84,011 | $3.52M | 0.1% | -6.8% | 0.047% | |
