1/21/2025 | ETF Portfolio Partners Inc. | 23,980 | $1.69M | 0.5% | -2.9% | 0.002% | |
1/21/2025 | High Net Worth Advisory Group LLC | 55,486 | $3.90M | 1.1% | +1.2% | 0.004% | |
1/21/2025 | Petix & Botte Co | 115,344 | $8.11M | 2.1% | +190.0% | 0.007% | |
1/21/2025 | SWP Financial LLC | 32,901 | $2.31M | 1.4% | -76.9% | 0.002% | |
1/21/2025 | Requisite Capital Management LLC | 4,162 | $293K | 0.1% | N/A | 0.000% | |
1/21/2025 | Regatta Capital Group LLC | 7,311 | $514K | 0.1% | -2.7% | 0.000% | |
1/21/2025 | Clarendon Private LLC | 12,006 | $844K | 0.9% | N/A | 0.001% | |
1/21/2025 | Rockwood Wealth Management LLC | 17,121 | $1.20M | 0.1% | -9.6% | 0.001% | |
1/21/2025 | KFG Wealth Management LLC | 12,439 | $874K | 0.2% | +2.5% | 0.001% | |
1/21/2025 | Team Hewins LLC | 4,467 | $314K | 0.1% | N/A | 0.000% | |
|
1/21/2025 | First Citizens Bank & Trust Co. | 8,275,944 | $581.63M | 9.0% | +16.8% | 0.527% | |
1/21/2025 | Archford Capital Strategies LLC | 324,963 | $22.84M | 3.5% | -0.7% | 0.021% | |
1/21/2025 | Investment Research & Advisory Group Inc. | 2,897 | $204K | 0.1% | N/A | 0.000% | |
1/21/2025 | Affiance Financial LLC | 236,401 | $16.61M | 4.0% | +1.4% | 0.015% | |
1/21/2025 | Patton Albertson Miller Group LLC | 44,512 | $3.13M | 0.4% | +0.4% | 0.003% | |
1/21/2025 | Merkkuri Wealth Advisors LLC | 56,767 | $3.99M | 3.2% | -28.2% | 0.004% | |
1/21/2025 | Flagship Harbor Advisors LLC | 33,272 | $2.34M | 0.1% | +28.9% | 0.002% | |
1/21/2025 | Insight Inv LLC | 7,937 | $558K | 0.4% | N/A | 0.001% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 6,750 | $474K | 0.1% | N/A | 0.000% | |
1/21/2025 | CFS Investment Advisory Services LLC | 70,178 | $4.93M | 0.4% | +4.0% | 0.004% | |
1/21/2025 | GSB Wealth Management LLC | 5,367 | $377K | 0.1% | -44.4% | 0.000% | |
1/21/2025 | Grimes & Company Inc. | 509,777 | $35.83M | 1.0% | -86.7% | 0.032% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 24,602 | $1.73M | 0.1% | +8.1% | 0.002% | |
1/21/2025 | Geneos Wealth Management Inc. | 224,960 | $15.81M | 0.6% | +0.4% | 0.014% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 318,806 | $22.41M | 1.0% | -13.3% | 0.020% | |
1/21/2025 | Fifth Third Bancorp | 2,456,834 | $172.67M | 0.6% | -3.6% | 0.156% | |
1/21/2025 | Goelzer Investment Management Inc. | 9,534 | $670K | 0.0% | +265.6% | 0.001% | |
1/21/2025 | Curated Wealth Partners LLC | 16,160 | $1.14M | 0.1% | N/A | 0.001% | |
1/21/2025 | Liquid Strategies LLC | 174,340 | $12.25M | 2.5% | -12.3% | 0.011% | |
1/21/2025 | CX Institutional | 1,921,231 | $135.02M | 5.4% | +670.8% | 0.122% | |
1/21/2025 | Rodgers & Associates LTD | 94,295 | $6.63M | 0.8% | +2.9% | 0.006% | |
1/21/2025 | Patriot Investment Management Group Inc. | 110,792 | $7.79M | 0.6% | -1.3% | 0.007% | |
1/21/2025 | LexAurum Advisors LLC | 4,260 | $299K | 0.1% | N/A | 0.000% | |
1/21/2025 | RFG Advisory LLC | 13,077 | $919K | 0.0% | -32.6% | 0.001% | |
1/21/2025 | Neumann Capital Management LLC | 292,989 | $20.59M | 6.8% | +5.4% | 0.019% | |
1/21/2025 | Motive Wealth Advisors | 151,826 | $10.67M | 5.7% | -1.5% | 0.010% | |
1/21/2025 | MFA Wealth Services | 13,478 | $947K | 0.8% | N/A | 0.001% | |
1/21/2025 | McGlone Suttner Wealth Management Inc. | 13,707 | $963K | 0.2% | -9.3% | 0.001% | |
1/21/2025 | Wells Trecaso Financial Group LLC | 113,722 | $7.99M | 2.6% | +1.4% | 0.007% | |
1/21/2025 | Cornerstone Wealth Management LLC | 16,440 | $1.16M | 0.1% | +24.5% | 0.001% | |
Stunning Trump Manhattan Project Now Underway (Ad) Just as I predicted, President Trump announced his #1 move during his first 100 days...
His allies are calling it Trump’s Manhattan Project. You simply have to see this.. |
1/21/2025 | Brighton Jones LLC | 44,040 | $3.10M | 0.1% | -2.2% | 0.003% | |
1/21/2025 | Lincoln Capital Corp | 206,815 | $14.54M | 6.0% | +1.0% | 0.013% | |
1/21/2025 | Hengehold Capital Management LLC | 7,588 | $533K | 0.1% | -4.6% | 0.000% | |
1/21/2025 | Montecito Bank & Trust | 125,080 | $8.79M | 1.5% | +7.4% | 0.008% | |
1/17/2025 | Cerro Pacific Wealth Advisors LLC | 3,094 | $241K | 0.1% | N/A | 0.000% | |
1/17/2025 | New Century Financial Group LLC | 24,604 | $1.73M | 0.7% | -8.1% | 0.002% | |
1/17/2025 | Apeiron RIA LLC | 36,232 | $2.55M | 0.7% | +4.2% | 0.002% | |
1/17/2025 | Veracity Capital LLC | 22,442 | $1.58M | 0.6% | +2.1% | 0.001% | |
1/17/2025 | Secure Asset Management LLC | 4,259 | $299K | 0.0% | -25.2% | 0.000% | |
1/17/2025 | Arkansas Financial Group Inc. | 26,567 | $1.87M | 0.3% | +13.2% | 0.002% | |
1/17/2025 | Galvin Gaustad & Stein LLC | 471,680 | $33.15M | 3.0% | -8.1% | 0.030% | |
1/17/2025 | Edge Financial Advisors LLC | 31,305 | $2.20M | 2.0% | +1.7% | 0.002% | |
1/17/2025 | Goldstein Advisors LLC | 15,801 | $1.11M | 0.2% | -1.0% | 0.001% | |
1/17/2025 | Baron Silver Stevens Financial Advisors LLC | 72,268 | $5.08M | 0.9% | +5.2% | 0.005% | |
1/17/2025 | Avior Wealth Management LLC | 50,245 | $3.53M | 0.1% | -1.8% | 0.003% | |
1/17/2025 | Mutual Advisors LLC | 37,422 | $2.66M | 0.1% | -48.8% | 0.002% | |
1/17/2025 | Olistico Wealth LLC | 4,170 | $293K | 0.2% | -22.0% | 0.000% | |
1/17/2025 | Traynor Capital Management Inc. | 14,952 | $1.05M | 0.1% | +344.3% | 0.001% | |
1/17/2025 | Hudson Capital Management LLC | 271,756 | $19.10M | 5.9% | -2.5% | 0.017% | |
1/17/2025 | Janney Montgomery Scott LLC | 1,230,491 | $86.48M | 0.2% | N/A | 0.078% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 1,276,184 | $89.69M | 1.3% | +1.8% | 0.081% | |
1/17/2025 | GoalVest Advisory LLC | 34,229 | $2.41M | 0.7% | +7.1% | 0.002% | |
1/17/2025 | Sharp Financial Services LLC | 70,779 | $4.97M | 3.8% | +8.1% | 0.005% | |
1/17/2025 | Phillips Wealth Planners LLC | 6,036 | $421K | 0.4% | +14.5% | 0.000% | |
1/17/2025 | Westside Investment Management Inc. | 113,472 | $7.98M | 1.7% | -1.5% | 0.007% | |
1/17/2025 | Park Place Capital Corp | 146,801 | $10.32M | 2.9% | -12.8% | 0.009% | |
1/17/2025 | Janney Capital Management LLC | 907,672 | $63.79M | 4.2% | N/A | 0.058% | |
1/17/2025 | Magnus Financial Group LLC | 26,168 | $1.84M | 0.2% | -24.5% | 0.002% | |
1/17/2025 | Daymark Wealth Partners LLC | 14,153 | $995K | 0.0% | -4.1% | 0.001% | |
1/17/2025 | Investment Advisory Group LLC | 28,502 | $2.00M | 0.7% | -2.6% | 0.002% | |
1/17/2025 | Finley Financial LLC | 13,010 | $919K | 0.5% | N/A | 0.001% | |
1/17/2025 | Global Trust Asset Management LLC | 52,931 | $3.72M | 1.4% | -3.1% | 0.003% | |
1/17/2025 | Advisory Alpha LLC | 4,094 | $288K | 0.0% | N/A | 0.000% | |
1/17/2025 | NorthLanding Financial Partners LLC | 251,858 | $17.70M | 17.9% | +5.1% | 0.016% | |
1/17/2025 | Dakota Wealth Management | 4,718 | $332K | 0.0% | -6.0% | 0.000% | |
1/17/2025 | XML Financial LLC | 3,604 | $253K | 0.0% | +7.9% | 0.000% | |
1/17/2025 | Nisa Investment Advisors LLC | 422,350 | $29.68M | 0.1% | +603.9% | 0.027% | |
1/17/2025 | Simon Quick Advisors LLC | 109,614 | $7.70M | 0.5% | -6.1% | 0.007% | |
1/17/2025 | Sheets Smith Wealth Management | 3,304 | $232K | 0.0% | N/A | 0.000% | |
1/17/2025 | MCF Advisors LLC | 440,052 | $30.93M | 2.2% | -4.5% | 0.028% | |
1/17/2025 | Proquility Private Wealth Partners LLC | 241,183 | $16.95M | 5.5% | +4.2% | 0.015% | |
1/17/2025 | Olympus Wealth Management LLC | 805,772 | $56.63M | 20.6% | +1.3% | 0.051% | |
1/17/2025 | Tide Cove Capital Partners LLC | 64,437 | $4.53M | 3.2% | N/A | 0.004% | |
1/17/2025 | Verum Partners LLC | 9,723 | $683K | 0.2% | -2.6% | 0.001% | |
1/17/2025 | Octavia Wealth Advisors LLC | 202,105 | $14.20M | 1.7% | +11.1% | 0.013% | |
1/17/2025 | Enclave Advisors LLC | 75,145 | $5.28M | 0.9% | +49.2% | 0.005% | |
1/17/2025 | Planned Solutions Inc. | 88,824 | $6.24M | 2.5% | +1.8% | 0.006% | |
1/17/2025 | Atomi Financial Group Inc. | 41,268 | $2.90M | 0.1% | +54.7% | 0.003% | |
1/17/2025 | Camelot Technology Advisors Inc. | 86,443 | $6.08M | 5.5% | +1.7% | 0.006% | |
1/17/2025 | Tarbox Family Office Inc. | 382,879 | $26.91M | 4.4% | +0.5% | 0.024% | |
Trump’s Inauguration Shocker: “Move Your Cash Now” (Ad) Just in the first week after Trump's win, many stocks jumped by double and even triple digits.
But now he's issuing this NEW warning about Trump's inauguration. Click here now to get the details because you must act before January 20th. |
1/17/2025 | Courage Miller Partners LLC | 19,582 | $1.38M | 0.5% | +1.4% | 0.001% | |
1/17/2025 | ADE LLC | 57,204 | $4.02M | 2.5% | +3.1% | 0.004% | |
1/17/2025 | Segment Wealth Management LLC | 62,215 | $4.37M | 0.3% | -3.6% | 0.004% | |
1/16/2025 | First United Bank & Trust | 48,654 | $3.42M | 1.2% | -1.3% | 0.003% | |
1/16/2025 | Charles Schwab Trust Co | 98,551 | $6.93M | 0.6% | +1.7% | 0.006% | |
1/16/2025 | Aspiriant LLC | 596,334 | $41.91M | 1.5% | +7.7% | 0.038% | |
1/16/2025 | Sugar Maple Asset Management LLC | 1,411 | $99K | 0.1% | N/A | 0.000% | |
1/16/2025 | Ballentine Partners LLC | 5,966,887 | $419.35M | 7.2% | +0.1% | 0.380% | |
1/16/2025 | Atwood & Palmer Inc. | 663 | $47K | 0.0% | -68.1% | 0.000% | |
1/16/2025 | Martel Wealth Advisors Inc | 284,071 | $19.97M | 3.9% | -0.1% | 0.018% | |