| 6/2/2025 | Modern Wealth Management LLC | 10,479 | $587K | 0.0% | +2.3% | 0.042% | |
| 5/22/2025 | BOS Asset Management LLC | 16,265 | $911K | 0.3% | -74.6% | 0.065% | |
| 5/21/2025 | McAdam LLC | 3,968 | $222K | 0.0% | -16.3% | 0.016% | |
| 5/20/2025 | Focus Partners Wealth | 9,056 | $507K | 0.0% | +60.3% | 0.036% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,579 | $144K | 0.0% | -7.9% | 0.010% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 147,533 | $8.26M | 0.0% | N/A | 0.588% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 11,741 | $657K | 0.0% | +2.1% | 0.047% | |
| 5/16/2025 | Greenline Partners LLC | 38,731 | $2.17M | 0.3% | -10.4% | 0.154% | |
| 5/15/2025 | EP Wealth Advisors LLC | 4,771 | $267K | 0.0% | -9.7% | 0.019% | |
| 5/15/2025 | Royal Bank of Canada | 193,095 | $10.81M | 0.0% | -0.2% | 0.769% | |
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| 5/15/2025 | Graham Capital Management L.P. | 142,000 | $7.95M | 0.1% | N/A | 0.566% | |
| 5/15/2025 | Calton & Associates Inc. | 17,859 | $1M | 0.2% | -0.9% | 0.071% | |
| 5/15/2025 | OMERS ADMINISTRATION Corp | 10,600 | $593K | 0.0% | N/A | 0.042% | |
| 5/14/2025 | Freedom Investment Management Inc. | 3,601 | $202K | 0.0% | -5.8% | 0.014% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 12,528 | $701K | 0.2% | N/A | 0.050% | |
| 5/14/2025 | Quantitative Investment Management LLC | 4,489 | $251K | 0.0% | N/A | 0.018% | |
| 5/14/2025 | Legend Financial Advisors Inc. | 125,445 | $7.02M | 5.2% | +0.8% | 0.500% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 41,302 | $2.31M | 0.0% | -38.2% | 0.165% | |
| 5/14/2025 | Kestra Advisory Services LLC | 111,448 | $6.24M | 0.0% | -8.7% | 0.444% | |
| 5/14/2025 | Capital Wealth Alliance LLC | 18,653 | $1.04M | 0.6% | -6.6% | 0.074% | |
| 5/14/2025 | Flow Traders U.S. LLC | 26,456 | $1.48M | 0.1% | N/A | 0.105% | |
| 5/14/2025 | Wormser Freres Gestion | 2,000 | $114K | 0.1% | +100.0% | 0.008% | |
| 5/14/2025 | Hsbc Holdings PLC | 180,506 | $10.00M | 0.0% | +4,583.6% | 0.719% | |
| 5/14/2025 | Maven Securities LTD | 6,181 | $346K | 0.0% | N/A | 0.023% | |
| 5/13/2025 | Raymond James Financial Inc. | 365,407 | $20.46M | 0.0% | -1.2% | 1.358% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 858,050 | $48.04M | 0.3% | N/A | 3.190% | |
| 5/13/2025 | Cresset Asset Management LLC | 103,592 | $5.80M | 0.0% | +9.6% | 0.385% | |
| 5/13/2025 | Ted Buchan & Co | 85,389 | $4.78M | 2.3% | +5.4% | 0.317% | |
| 5/13/2025 | Prudential PLC | 30,840 | $1.73M | 0.0% | -27.2% | 0.115% | |
| 5/13/2025 | Clal Insurance Enterprises Holdings Ltd | 1,525,000 | $85.39M | 0.9% | -27.4% | 5.669% | |
| 5/13/2025 | HighTower Advisors LLC | 364,932 | $20.43M | 0.0% | +7.5% | 1.357% | |
| 5/12/2025 | Meridian Wealth Management LLC | 8,309 | $465K | 0.0% | +31.2% | 0.031% | |
| 5/12/2025 | Simplex Trading LLC | 9,109 | $510K | 0.0% | N/A | 0.034% | |
| 5/12/2025 | Private Wealth Advisors LLC | 52,334 | $2.93M | 1.1% | +2.4% | 0.195% | |
| 5/12/2025 | Founders Financial Alliance LLC | 12,592 | $705K | 0.2% | -1.8% | 0.047% | |
| 5/12/2025 | National Bank of Canada FI | 1,577 | $88K | 0.0% | -26.6% | 0.006% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 9,761 | $546K | 0.1% | +2.0% | 0.036% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 3,645 | $204K | 0.1% | -36.5% | 0.014% | |
| 5/9/2025 | MGB Wealth Management LLC | 6,841 | $383K | 0.1% | -13.8% | 0.025% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 13,902 | $778K | 0.0% | +9.1% | 0.052% | |
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. |
| 5/9/2025 | Silver Coast Investments LLC | 54,662 | $3.06M | 1.2% | +1.3% | 0.203% | |
| 5/9/2025 | Allianz SE | 86,570 | $4.85M | 0.1% | +12.3% | 0.322% | |
| 5/9/2025 | Blair William & Co. IL | 2,787 | $156K | 0.0% | -91.6% | 0.010% | |
| 5/9/2025 | Scotia Capital Inc. | 38,552 | $2.16M | 0.0% | -8.6% | 0.143% | |
| 5/9/2025 | Bank of Nova Scotia | 9,212 | $516K | 0.0% | +40.1% | 0.034% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 74,899 | $4.19M | 0.0% | -1.8% | 0.278% | |
| 5/8/2025 | Jefferies Financial Group Inc. | 3,779 | $212K | 0.0% | N/A | 0.014% | |
| 5/8/2025 | US Bancorp DE | 1,250 | $70K | 0.0% | -24.7% | 0.005% | |
| 5/8/2025 | Harbour Investments Inc. | 25,381 | $1.42M | 0.0% | +8.0% | 0.094% | |
| 5/8/2025 | FOCUS Wealth Advisors LLC | 76,579 | $4.29M | 2.4% | -2.5% | 0.285% | |
| 5/7/2025 | LPL Financial LLC | 457,716 | $25.63M | 0.0% | +5.2% | 1.702% | |
| 5/6/2025 | Cetera Investment Advisers | 48,200 | $2.70M | 0.0% | +9.4% | 0.179% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 22,826 | $1.28M | 0.0% | +3.9% | 0.085% | |
| 5/6/2025 | Black Swift Group LLC | 26,805 | $1.50M | 0.3% | N/A | 0.100% | |
| 5/6/2025 | AE Wealth Management LLC | 1,951 | $109K | 0.0% | -17.4% | 0.007% | |
| 5/6/2025 | Triumph Capital Management | 5,191 | $291K | 0.1% | -17.6% | 0.019% | |
| 5/6/2025 | PFG Advisors | 6,427 | $360K | 0.0% | -5.6% | 0.024% | |
| 5/5/2025 | Calton & Associates Inc. | 5,903 | $331K | 0.0% | -67.3% | 0.022% | |
| 5/5/2025 | Private Advisor Group LLC | 36,722 | $2.06M | 0.0% | -16.1% | 0.137% | |
| 5/5/2025 | Jennison Associates LLC | 102,185 | $5.72M | 0.0% | +3.4% | 0.380% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 1,483 | $83K | 0.0% | -59.5% | 0.006% | |
| 5/2/2025 | Wealthfront Advisers LLC | 41,027 | $2.30M | 0.0% | +1.9% | 0.153% | |
| 5/1/2025 | CWM LLC | 11,156 | $625K | 0.0% | -19.5% | 0.041% | |
| 5/1/2025 | Oxbow Advisors LLC | 4,075 | $228K | 0.0% | N/A | 0.015% | |
| 5/1/2025 | Family Firm Inc. | 34,882 | $1.95M | 0.4% | -57.1% | 0.130% | |
| 5/1/2025 | Fortem Financial Group LLC | 98,751 | $5.53M | 2.2% | +7.7% | 0.367% | |
| 5/1/2025 | Fifth Third Securities Inc. | 74,375 | $4.16M | 0.4% | -7.1% | 0.276% | |
| 4/30/2025 | Sigma Investment Counselors Inc. | 3,738 | $209K | 0.0% | -54.4% | 0.014% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 28,630 | $1.60M | 0.2% | -2.2% | 0.106% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 21,360 | $1.20M | 0.0% | -10.4% | 0.079% | |
| 4/29/2025 | Tradewinds LLC. | 83,871 | $4.70M | 1.3% | -1.6% | 0.312% | |
| 4/29/2025 | Strategic Blueprint LLC | 6,753 | $378K | 0.0% | +91.2% | 0.025% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 12,328 | $690K | 0.0% | -2.7% | 0.046% | |
| 4/28/2025 | Heritage Oak Wealth Advisors LLC | 37,869 | $2.12M | 0.9% | -18.3% | 0.141% | |
| 4/28/2025 | Financial Advocates Investment Management | 256,410 | $14.36M | 1.0% | +8.8% | 0.953% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 10,434 | $584K | 0.2% | +13.6% | 0.039% | |
| 4/25/2025 | Almanack Investment Partners LLC. | 9,227 | $517K | 0.1% | -56.0% | 0.034% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 53,450 | $2.99M | 0.2% | N/A | 0.199% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 12,576 | $704K | 0.0% | -7.3% | 0.047% | |
| 4/23/2025 | Econ Financial Services Corp | 26,434 | $1.48M | 0.8% | +2.9% | 0.098% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 61,212 | $3.43M | 0.0% | +13.0% | 0.228% | |
| 4/22/2025 | Canton Hathaway LLC | 2,876 | $161K | 0.0% | -46.9% | 0.011% | |
| 4/21/2025 | Vanderbilt University | 969,859 | $54.30M | 10.4% | +0.1% | 3.470% | |
| 4/21/2025 | Heartwood Wealth Advisors LLC | 25,731 | $1.44M | 0.2% | -2.6% | 0.092% | |
| 4/18/2025 | CENTRAL TRUST Co | 7,138 | $400K | 0.0% | -7.7% | 0.026% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 17,644 | $988K | 0.0% | -49.2% | 0.063% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 30,507 | $1.71M | 0.1% | +2.6% | 0.109% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,902 | $275K | 0.0% | -5.3% | 0.018% | |
| 4/15/2025 | SG Americas Securities LLC | 53,927 | $3.02M | 0.0% | +13.3% | 0.193% | |
| 4/11/2025 | Lake Hills Wealth Management LLC | 124,714 | $6.98M | 4.8% | +137.2% | 0.446% | |
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. |
| 4/11/2025 | Herbst Group LLC | 74,731 | $4.18M | 3.0% | -4.0% | 0.267% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 15,659 | $877K | 0.4% | +5.4% | 0.056% | |
| 4/10/2025 | Fermata Advisors LLC | 11,518 | $645K | 0.1% | -4.1% | 0.041% | |
| 4/9/2025 | Merit Financial Group LLC | 11,981 | $671K | 0.0% | -6.8% | 0.043% | |
| 4/9/2025 | 180 Wealth Advisors LLC | 34,652 | $1.94M | 0.3% | +6.0% | 0.124% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,175 | $294K | 0.0% | +18.2% | 0.019% | |
| 2/27/2025 | ABLE Financial Group LLC | 3,704 | $210K | 0.1% | N/A | 0.014% | |
| 2/25/2025 | Integrated Advisors Network LLC | 8,917 | $506K | 0.0% | -20.5% | 0.026% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 9,182 | $521K | 0.3% | N/A | 0.027% | |
| 2/18/2025 | GTS Securities LLC | 91,681 | $5.20M | 0.3% | -188.1% | 0.272% | |
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