| 11/18/2024 | TD Private Client Wealth LLC | 280,406 | $8.48M | 0.2% | +1.1% | 0.192% | |
| 11/18/2024 | Sunbelt Securities Inc. | 20,304 | $614K | 0.1% | +9.0% | 0.014% | |
| 11/14/2024 | Captrust Financial Advisors | 8,944 | $270K | 0.0% | +10.8% | 0.006% | |
| 11/13/2024 | Private Trust Co. NA | 5,634 | $170K | 0.0% | -8.4% | 0.004% | |
| 11/8/2024 | Fifth Third Wealth Advisors LLC | 51,890 | $1.57M | 0.1% | -7.4% | 0.035% | |
| 11/7/2024 | MAI Capital Management | 38,923 | $1.18M | 0.0% | -2.6% | 0.027% | |
|
| 11/5/2024 | Prime Capital Investment Advisors LLC | 44,832 | $1.36M | 0.0% | -7.7% | 0.031% | |
| 11/1/2024 | Leavell Investment Management Inc. | 20,911 | $632K | 0.0% | +2.7% | 0.014% | |
| 10/30/2024 | Crescent Grove Advisors LLC | 53,735 | $1.62M | 0.2% | -0.6% | 0.037% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 15,449 | $467K | 0.1% | +36.0% | 0.011% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 470,784 | $14.23M | 0.0% | -3.1% | 0.322% | |
| 10/29/2024 | Farther Finance Advisors LLC | 12,716 | $384K | 0.0% | +13.7% | 0.009% | |
| 10/25/2024 | Fortitude Family Office LLC | 19,850 | $600K | 0.2% | +3.1% | 0.014% | |
| 10/24/2024 | West Bancorporation Inc. | 7,105 | $215K | 0.1% | -16.5% | 0.005% | |
| 10/24/2024 | Arkadios Wealth Advisors | 675,444 | $20.42M | 1.2% | N/A | 0.462% | |
| 10/23/2024 | Burke & Herbert Bank & Trust Co. | 7,110 | $215K | 0.1% | -15.1% | 0.005% | |
| 10/21/2024 | Vicus Capital | 27,292 | $825K | 0.1% | +1.6% | 0.019% | |
| 10/21/2024 | Whittier Trust Co. of Nevada Inc. | 39,086 | $1.18M | 0.0% | -1.0% | 0.027% | |
| 10/21/2024 | Whittier Trust Co. | 23,438 | $708K | 0.0% | -1.6% | 0.016% | |
| 10/11/2024 | Sunflower Bank N.A. | 44,615 | $1.35M | 0.4% | -18.6% | 0.030% | |
| 10/10/2024 | Valeo Financial Advisors LLC | 10,007 | $303K | 0.0% | +3.7% | 0.007% | |
| 10/8/2024 | Lbmc Investment Advisors LLC | 18,813 | $569K | 0.0% | -12.7% | 0.013% | |
| 10/8/2024 | Heartwood Wealth Advisors LLC | 135,181 | $4.09M | 0.5% | +3.1% | 0.092% | |
| 10/3/2024 | First Citizens Financial Corp | 14,286 | $432K | 0.2% | -5.5% | 0.010% | |
| 8/27/2024 | Custom Portfolio Group LLC | 74,265 | $1.99M | 1.5% | +34.4% | 0.051% | |
| 8/15/2024 | Arkos Global Advisors | 33,659 | $931K | 0.2% | -36.4% | 0.023% | |
| 8/15/2024 | Toronto Dominion Bank | 1,403 | $39K | 0.0% | -93.2% | 0.001% | |
| 8/14/2024 | EverSource Wealth Advisors LLC | 117,416 | $3.40M | 0.2% | +2.0% | 0.080% | |
| 8/9/2024 | One Capital Management LLC | 97,772 | $2.71M | 0.1% | N/A | 0.067% | |
| 8/9/2024 | Prime Capital Investment Advisors LLC | 48,567 | $1.34M | 0.0% | -4.9% | 0.033% | |
| 8/8/2024 | Stolper Co | 36,986 | $1.02M | 0.4% | +1.7% | 0.025% | |
| 8/8/2024 | Parallel Advisors LLC | 558,811 | $15.46M | 0.4% | -8.3% | 0.382% | |
| 8/7/2024 | Vantage Financial Partners LLC | 19,225 | $532K | 0.1% | N/A | 0.013% | |
| 8/1/2024 | Summit Financial LLC | 16,255 | $450K | 0.0% | N/A | 0.011% | |
| 7/31/2024 | Farther Finance Advisors LLC | 11,183 | $312K | 0.0% | +99.6% | 0.008% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 11,358 | $314K | 0.0% | +3.7% | 0.008% | |
| 7/30/2024 | Argent Advisors Inc. | 88,761 | $2.46M | 1.0% | -3.8% | 0.061% | |
| 7/29/2024 | Whittier Trust Co. of Nevada Inc. | 39,489 | $1.09M | 0.0% | +150.9% | 0.027% | |
| 7/29/2024 | Whittier Trust Co. | 23,811 | $659K | 0.0% | -15.3% | 0.016% | |
| 7/26/2024 | West Bancorporation Inc. | 8,511 | $235K | 0.2% | -15.6% | 0.006% | |
Why I'm telling friends to avoid gold stocks (Ad) Back in November, gold made a tiny move of 1.6%.
But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week.
It happened again in March. Gold nudged up 1.2%.
This time? A 104% overnight gain.
And in June? A 1% gold move turned into a 74% gain in two weeks.
Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now.
There's a more lucrative way to play the gold market as we enter a new breakout period.
It's all about catching what I call "Acceleration Cycles." And if you’d like to get your hands on this, here you go, the complete breakdown. |
| 7/26/2024 | First Command Advisory Services Inc. | 5,475 | $151K | 0.0% | +13.9% | 0.004% | |
| 7/26/2024 | Bank of New York Mellon Corp | 1,732,706 | $47.94M | 0.0% | -9.2% | 1.184% | |
| 7/24/2024 | Planned Solutions Inc. | 20,882 | $578K | 0.3% | -3.5% | 0.014% | |
| 7/23/2024 | Vicus Capital | 26,861 | $743K | 0.1% | +6.1% | 0.018% | |
| 7/23/2024 | Fifth Third Wealth Advisors LLC | 56,016 | $1.55M | 0.1% | +157.4% | 0.038% | |
| 7/23/2024 | Crescent Grove Advisors LLC | 54,083 | $1.50M | 0.2% | -7.3% | 0.037% | |
| 7/22/2024 | Security National Bank | 13,430 | $372K | 0.1% | -10.3% | 0.009% | |
| 7/17/2024 | AdvisorNet Financial Inc | 171,653 | $4.75M | 0.4% | +4.6% | 0.117% | |
| 7/16/2024 | Monetary Management Group Inc. | 23,500 | $650K | 0.2% | +4.4% | 0.016% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 8,370 | $232K | 0.1% | N/A | 0.006% | |
| 7/11/2024 | Lbmc Investment Advisors LLC | 21,547 | $596K | 0.1% | +2.0% | 0.015% | |
| 7/10/2024 | Valeo Financial Advisors LLC | 9,647 | $267K | 0.0% | -49.4% | 0.007% | |
| 7/10/2024 | Sunflower Bank N.A. | 54,814 | $1.52M | 0.4% | -42.8% | 0.037% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 19,269 | $533K | 0.0% | N/A | 0.013% | |
| 7/3/2024 | Curbstone Financial Management Corp | 22,510 | $623K | 0.1% | +2.7% | 0.015% | |
| 6/11/2024 | EverSource Wealth Advisors LLC | 115,136 | $3.20M | 0.2% | +6.9% | 0.079% | |
| 5/30/2024 | Cambridge Trust Co. | 2,164 | $61K | 0.0% | -45.5% | 0.001% | |
| 5/17/2024 | Comerica Bank | 283,637 | $7.95M | 0.0% | -3.8% | 0.194% | |
| 5/14/2024 | OLD Mission Capital LLC | 145,198 | $4.07M | 0.1% | -61.5% | 0.099% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 22,408 | $628K | 0.1% | -10.6% | 0.015% | |
| 5/10/2024 | Motco | 43,337 | $1.22M | 0.1% | -14.9% | 0.030% | |
| 5/9/2024 | Landaas & Co. WI ADV | 17,076 | $479K | 0.2% | -5.3% | 0.012% | |
| 5/4/2024 | Gould Asset Management LLC CA | 59,355 | $1.66M | 0.4% | -1.5% | 0.040% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 15,737 | $441K | 0.0% | +6.2% | 0.011% | |
| 5/3/2024 | Whittier Trust Co. | 28,122 | $789K | 0.0% | -3.2% | 0.019% | |
| 5/2/2024 | Haverford Trust Co | 13,740 | $385K | 0.0% | +3.7% | 0.009% | |
| 5/2/2024 | Argent Advisors Inc. | 92,311 | $2.59M | 1.0% | +0.7% | 0.063% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 565,607 | $15.86M | 0.0% | -15.6% | 0.385% | |
| 4/30/2024 | West Bancorporation Inc. | 10,090 | $283K | 0.2% | -6.2% | 0.007% | |
| 4/29/2024 | Crescent Grove Advisors LLC | 58,342 | $1.64M | 0.2% | +1.6% | 0.040% | |
| 4/26/2024 | Planned Solutions Inc. | 21,648 | $607K | 0.3% | -6.7% | 0.015% | |
| 4/26/2024 | Bogart Wealth LLC | 1,812 | $51K | 0.0% | -94.7% | 0.001% | |
| 4/24/2024 | Leavell Investment Management Inc. | 22,146 | $621K | 0.0% | -5.1% | 0.015% | |
| 4/23/2024 | Wetzel Investment Advisors Inc. | 130,547 | $3.56M | 2.1% | +0.9% | 0.089% | |
| 4/17/2024 | Vicus Capital | 25,314 | $710K | 0.1% | +4.9% | 0.014% | |
| 4/15/2024 | Sunbelt Securities Inc. | 18,627 | $522K | 0.1% | -9.9% | 0.011% | |
| 4/15/2024 | Security National Bank | 14,976 | $420K | 0.1% | -8.2% | 0.008% | |
| 4/12/2024 | AdvisorNet Financial Inc | 164,170 | $4.60M | 0.4% | +15.4% | 0.093% | |
| 4/12/2024 | Lbmc Investment Advisors LLC | 21,125 | $592K | 0.1% | -2.8% | 0.012% | |
| 4/11/2024 | Bangor Savings Bank | 369,509 | $10.36M | 1.1% | -4.0% | 0.210% | |
| 4/10/2024 | Sunflower Bank N.A. | 95,771 | $2.69M | 0.6% | -12.6% | 0.054% | |
| 4/9/2024 | Stolper Co | 36,352 | $1.02M | 0.4% | +2.6% | 0.021% | |
| 4/2/2024 | Heartwood Wealth Advisors LLC | 128,420 | $3.60M | 0.4% | -0.8% | 0.073% | |
| 3/22/2024 | Cooksen Wealth LLC | 2,663 | $75K | 0.1% | N/A | 0.002% | |
| 2/15/2024 | OLD Mission Capital LLC | 377,567 | $10.57M | 0.2% | -2.3% | 0.214% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 3,661 | $101K | 0.1% | N/A | 0.002% | |
| 2/13/2024 | Jones Financial Companies Lllp | 1,281 | $36K | 0.0% | +3,458.3% | 0.001% | |
| 2/13/2024 | Steward Partners Investment Solutions LLC | 15,799 | $442K | 0.2% | N/A | 0.009% | |
| 2/12/2024 | Brown Brothers Harriman & Co. | 7,000 | $196K | 0.0% | N/A | 0.004% | |
| 2/12/2024 | Landaas & Co. WI ADV | 18,027 | $505K | 0.2% | -24.6% | 0.010% | |
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| 2/12/2024 | Parallel Advisors LLC | 645,720 | $18.07M | 0.5% | -16.3% | 0.366% | |
| 2/9/2024 | EverSource Wealth Advisors LLC | 107,713 | $3.02M | 0.3% | -13.4% | 0.061% | |
| 2/9/2024 | Motco | 50,908 | $1.43M | 0.1% | -13.0% | 0.029% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 669,767 | $18.75M | 0.1% | +0.4% | 0.380% | |
| 2/2/2024 | Gould Asset Management LLC CA | 60,260 | $1.69M | 0.4% | +1.4% | 0.034% | |
| 2/1/2024 | Community Bank & Trust Waco Texas | 11,531 | $323K | 0.1% | -4.7% | 0.007% | |
| 2/1/2024 | First Command Advisory Services Inc. | 4,805 | $134K | 0.0% | -25.6% | 0.003% | |
| 2/1/2024 | Vicus Capital | 24,128 | $675K | 0.1% | +15.6% | 0.014% | |
| 1/31/2024 | Wetzel Investment Advisors Inc. | 129,407 | $3.62M | 2.2% | N/A | 0.073% | |
| 1/31/2024 | Daiwa Securities Group Inc. | 32,210 | $902K | 0.0% | +7.4% | 0.018% | |
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