4/24/2025 | Sunbelt Securities Inc. | 2,080 | $88K | 0.0% | -95.7% | 0.027% | |
4/24/2025 | Motiv8 Investments LLC | 53,686 | $2.28M | 1.5% | +14.5% | 0.697% | |
4/23/2025 | Spire Wealth Management | 28,400 | $1.21M | 0.0% | -6.6% | 0.369% | |
4/22/2025 | XML Financial LLC | 15,675 | $666K | 0.1% | -3.4% | 0.204% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 39,503 | $1.68M | 0.0% | -19.4% | 0.513% | |
4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 7,600 | $323K | 0.1% | -44.1% | 0.156% | |
4/21/2025 | Clear Point Advisors Inc. | 24,960 | $1.06M | 1.0% | -2.2% | 0.511% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 20,435 | $868K | 0.3% | -10.4% | 0.419% | |
4/17/2025 | Janney Montgomery Scott LLC | 24,572 | $1.04M | 0.0% | +7.9% | 0.504% | |
4/15/2025 | Chris Bulman Inc | 5,692 | $242K | 0.2% | +19.1% | 0.117% | |
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4/15/2025 | Integral Investment Advisors Inc. | 262,344 | $11.14M | 3.6% | +1.9% | 5.376% | |
4/14/2025 | Farther Finance Advisors LLC | 6,380 | $272K | 0.0% | +797.3% | 0.131% | |
4/14/2025 | Outlook Wealth Advisors LLC | 117,866 | $5.01M | 1.4% | +16.6% | 2.415% | |
4/14/2025 | City Center Advisors LLC | 12,168 | $517K | 0.6% | +4.3% | 0.249% | |
3/12/2025 | Centaurus Financial Inc. | 32,637 | $1.45M | 0.1% | -42.8% | 0.618% | |
2/25/2025 | Armis Advisers LLC | 27,080 | $1.20M | 0.1% | N/A | 0.469% | |
2/18/2025 | Sunbelt Securities Inc. | 48,645 | $2.17M | 0.2% | -1.2% | 0.842% | |
2/18/2025 | Orion Capital Management LLC | 2,670 | $118K | 0.1% | N/A | 0.046% | |
2/17/2025 | Snowden Capital Advisors LLC | 35,855 | $1.59M | 0.0% | -0.6% | 0.620% | |
2/17/2025 | CoreCap Advisors LLC | 7,013 | $311K | 0.0% | -57.1% | 0.121% | |
2/17/2025 | Cetera Investment Advisers | 41,044 | $1.82M | 0.0% | -3.4% | 0.710% | |
2/17/2025 | Citadel Advisors LLC | 10,179 | $451K | 0.0% | -40.0% | 0.176% | |
2/17/2025 | Chapman Financial Group LLC | 20,188 | $895K | 0.7% | N/A | 0.349% | |
2/14/2025 | Jane Street Group LLC | 24,052 | $1.07M | 0.0% | +45.9% | 0.416% | |
2/14/2025 | Beacon Pointe Advisors LLC | 16,129 | $715K | 0.0% | -22.2% | 0.279% | |
2/14/2025 | Susquehanna International Group LLP | 45,759 | $2.03M | 0.0% | N/A | 0.792% | |
2/14/2025 | Tradition Wealth Management LLC | 11,098 | $492K | 0.0% | -58.8% | 0.192% | |
2/14/2025 | MML Investors Services LLC | 28,431 | $1.26M | 0.0% | -1.2% | 0.492% | |
2/13/2025 | First Commonwealth Financial Corp PA | 57,732 | $2.56M | 0.6% | -6.0% | 0.999% | |
2/13/2025 | Belpointe Asset Management LLC | 43,318 | $1.85M | 0.1% | -7.7% | 0.749% | |
2/13/2025 | CreativeOne Wealth LLC | 7,597 | $337K | 0.0% | N/A | 0.131% | |
2/13/2025 | Barclays PLC | 3,278 | $145K | 0.0% | N/A | 0.057% | |
2/13/2025 | Townsquare Capital LLC | 8,240 | $365K | 0.0% | -8.8% | 0.143% | |
2/13/2025 | Raymond James Financial Inc. | 139,443 | $6.18M | 0.0% | N/A | 2.413% | |
2/13/2025 | Cerity Partners LLC | 195,759 | $8.67M | 0.0% | -4.0% | 3.387% | |
2/13/2025 | Trek Financial LLC | 6,331 | $281K | 0.0% | -5.9% | 0.110% | |
2/13/2025 | Envestnet Asset Management Inc. | 68,019 | $3.01M | 0.0% | -1.5% | 1.177% | |
2/12/2025 | OLD Mission Capital LLC | 23,786 | $1.05M | 0.0% | N/A | 0.412% | |
2/11/2025 | LPL Financial LLC | 100,583 | $4.46M | 0.0% | -5.6% | 1.740% | |
2/11/2025 | M Holdings Securities Inc. | 834 | $37K | 0.0% | -95.6% | 0.014% | |
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2/11/2025 | Runnymede Capital Advisors Inc. | 2,600 | $115K | 0.1% | N/A | 0.045% | |
2/10/2025 | IMG Wealth Management Inc. | 3,073 | $136K | 0.1% | N/A | 0.053% | |
2/10/2025 | GWN Securities Inc. | 7,735 | $349K | 0.1% | N/A | 0.134% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 60,705 | $2.69M | 0.9% | -3.4% | 1.050% | |
2/10/2025 | Commonwealth Equity Services LLC | 67,647 | $3.00M | 0.0% | -83.5% | 1.170% | |
2/10/2025 | Farther Finance Advisors LLC | 711 | $32K | 0.0% | N/A | 0.012% | |
2/7/2025 | HighTower Advisors LLC | 187,707 | $8.32M | 0.0% | -1.8% | 3.248% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 45,286 | $2.01M | 0.4% | -8.9% | 0.783% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 160,963 | $7.13M | 0.3% | +8.3% | 2.785% | |
2/6/2025 | Raymond James Financial Inc. | 139,443 | $6.18M | 0.0% | N/A | 2.413% | |
2/5/2025 | Motiv8 Investments LLC | 46,904 | $2.08M | 1.5% | +23.2% | 0.811% | |
2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 13,600 | $603K | 0.3% | N/A | 0.235% | |
2/4/2025 | IFP Advisors Inc | 889 | $39K | 0.0% | -52.9% | 0.015% | |
2/4/2025 | Integral Investment Advisors Inc. | 257,464 | $11.41M | 3.7% | +2.2% | 4.454% | |
2/3/2025 | Sigma Planning Corp | 28,983 | $1.28M | 0.0% | -4.5% | 0.501% | |
1/23/2025 | Caprock Group LLC | 43,704 | $1.94M | 0.1% | -44.1% | 0.756% | |
1/23/2025 | Strategic Blueprint LLC | 67,361 | $2.99M | 0.2% | -3.2% | 1.165% | |
1/21/2025 | RFG Advisory LLC | 8,200 | $363K | 0.0% | -57.3% | 0.142% | |
1/17/2025 | Janney Montgomery Scott LLC | 22,765 | $1.01M | 0.0% | -7.3% | 0.394% | |
1/16/2025 | Capital Wealth Management LLC | 43,955 | $1.95M | 0.8% | -1.6% | 0.760% | |
1/14/2025 | Outlook Wealth Advisors LLC | 101,097 | $4.48M | 1.3% | -2.7% | 1.749% | |
1/13/2025 | BCS Wealth Management | 8,019 | $355K | 0.1% | -13.8% | 0.139% | |
1/13/2025 | Fragasso Financial Advisors Inc | 10,017 | $444K | 0.0% | -6.2% | 0.173% | |
1/13/2025 | Brookstone Capital Management | 30,248 | $1.34M | 0.0% | -92.5% | 0.523% | |
12/26/2024 | JPMorgan Chase & Co. | 7,940 | $344K | 0.0% | N/A | 0.137% | |
11/25/2024 | Castellan Group | 7,160 | $311K | 0.1% | -25.4% | 0.124% | |
11/25/2024 | World Investment Advisors LLC | 8,175 | $355K | 0.0% | N/A | 0.141% | |
11/18/2024 | Sunbelt Securities Inc. | 49,245 | $2.14M | 0.2% | -3.0% | 0.852% | |
11/15/2024 | MML Investors Services LLC | 28,782 | $1.25M | 0.0% | -11.6% | 0.498% | |
11/15/2024 | Jane Street Group LLC | 16,488 | $715K | 0.0% | N/A | 0.285% | |
11/15/2024 | HighTower Advisors LLC | 191,197 | $8.29M | 0.0% | +0.3% | 3.308% | |
11/14/2024 | Tradition Wealth Management LLC | 26,951 | $1.17M | 0.1% | -7.2% | 0.466% | |
11/14/2024 | First Commonwealth Financial Corp PA | 61,409 | $2.66M | 0.6% | -17.6% | 1.062% | |
11/13/2024 | Townsquare Capital LLC | 9,040 | $392K | 0.0% | -37.2% | 0.156% | |
11/13/2024 | FMR LLC | 5,105 | $221K | 0.0% | +17.2% | 0.088% | |
11/12/2024 | Centaurus Financial Inc. | 57,036 | $2.47M | 0.2% | -40.8% | 0.987% | |
11/12/2024 | Penserra Capital Management LLC | 304,367 | $13.20M | 0.3% | +26.1% | 5.266% | |
11/12/2024 | Cerity Partners LLC | 203,820 | $8.84M | 0.0% | +1.0% | 3.526% | |
11/7/2024 | Caprock Group LLC | 78,220 | $3.39M | 0.1% | -5.4% | 1.353% | |
11/6/2024 | Valtinson Bruner Financial Planning LLC | 62,867 | $2.73M | 1.0% | -36.8% | 1.088% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 148,585 | $6.44M | 0.3% | -4.4% | 2.571% | |
11/4/2024 | Sigma Planning Corp | 30,335 | $1.32M | 0.0% | +63.8% | 0.525% | |
10/29/2024 | Janney Montgomery Scott LLC | 24,559 | $1.07M | 0.0% | +8.9% | 0.425% | |
10/25/2024 | Strategic Blueprint LLC | 69,588 | $3.02M | 0.2% | -1.7% | 1.204% | |
10/24/2024 | Motiv8 Investments LLC | 38,080 | $1.65M | 1.1% | -2.0% | 0.659% | |
10/23/2024 | Outlook Wealth Advisors LLC | 103,897 | $4.51M | 1.3% | +5.3% | 1.798% | |
10/22/2024 | DHJJ Financial Advisors Ltd. | 22,804 | $989K | 0.4% | -1.6% | 0.395% | |
10/22/2024 | Chris Bulman Inc | 10,947 | $475K | 0.3% | -2.1% | 0.189% | |
10/22/2024 | My Personal CFO LLC | 82,620 | $3.58M | 2.0% | -1.0% | 1.429% | |
10/21/2024 | Castleview Partners LLC | 2,137 | $93K | 0.1% | -27.4% | 0.037% | |
From Social Security to Social Prosperity? (Ad) In less than a decade, Social Security could be out of money. But a surprising plan from Trump’s inner circle may not just save the system — it could unlock a major opportunity for savvy investors.
Financial insider Jim Rickards calls it “Social Prosperity,” and says those who act now could see the biggest gains. Find out how Trump’s plan could rescue your retirement |
10/19/2024 | Capital Wealth Management LLC | 44,691 | $1.94M | 0.8% | +3.2% | 0.773% | |
10/9/2024 | Maltin Wealth Management Inc. | 42,208 | $1.83M | 0.9% | -18.7% | 0.730% | |
10/8/2024 | Daymark Wealth Partners LLC | 19,741 | $856K | 0.0% | -7.0% | 0.342% | |
10/8/2024 | Brookstone Capital Management | 402,595 | $17.46M | 0.3% | +6.3% | 6.965% | |
10/8/2024 | City Center Advisors LLC | 11,758 | $510K | 0.6% | -4.0% | 0.203% | |
9/23/2024 | Centaurus Financial Inc. | 96,343 | $4.00M | 0.3% | +187.9% | 1.667% | |
8/22/2024 | Cetera Investment Advisers | 49,012 | $2.03M | 0.0% | +12.6% | 0.848% | |
8/16/2024 | Sunbelt Securities Inc. | 50,745 | $2.11M | 0.2% | +9.1% | 0.878% | |
8/16/2024 | NewEdge Advisors LLC | 165,966 | $6.89M | 0.0% | N/A | 2.871% | |
8/15/2024 | Daymark Wealth Partners LLC | 21,231 | $881K | 0.0% | N/A | 0.367% | |