2/19/2025 | WCG Wealth Advisors LLC | 11,242 | $531K | 0.0% | N/A | 0.093% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 13,406 | $634K | 0.0% | N/A | 0.144% | |
2/17/2025 | Waverly Advisors LLC | 50,008 | $2.36M | 0.0% | +6.9% | 0.538% | |
2/17/2025 | Cetera Investment Advisers | 79,825 | $3.77M | 0.0% | +17.4% | 0.858% | |
2/17/2025 | Captrust Financial Advisors | 85,188 | $4.03M | 0.0% | +10.5% | 0.916% | |
2/17/2025 | Cary Street Partners Financial LLC | 38,937 | $1.84M | 0.1% | N/A | 0.419% | |
2/17/2025 | Baird Financial Group Inc. | 180,940 | $8.55M | 0.0% | -1.0% | 1.946% | |
2/17/2025 | Bank of America Corp DE | 471,790 | $22.30M | 0.0% | +3.7% | 5.073% | |
2/17/2025 | Advocacy Wealth Management Services LLC | 4,824 | $228K | 0.0% | -13.5% | 0.052% | |
2/14/2025 | Berger Financial Group Inc | 24,931 | $1.18M | 0.1% | N/A | 0.268% | |
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2/14/2025 | Brasada Capital Management LP | 9,134 | $429K | 0.1% | -18.1% | 0.098% | |
2/14/2025 | Stifel Financial Corp | 8,599 | $406K | 0.0% | +18.7% | 0.092% | |
2/14/2025 | OneDigital Investment Advisors LLC | 7,388 | $349K | 0.0% | -3.0% | 0.079% | |
2/14/2025 | Freedom Investment Management Inc. | 45,656 | $2.16M | 0.2% | +2.4% | 0.491% | |
2/13/2025 | Mariner LLC | 36,423 | $1.72M | 0.0% | +4.7% | 0.392% | |
2/13/2025 | Raymond James Financial Inc. | 306,140 | $14.47M | 0.0% | N/A | 3.292% | |
2/13/2025 | Envestnet Asset Management Inc. | 50,033 | $2.37M | 0.0% | +163.6% | 0.538% | |
2/12/2025 | Broadway Wealth Solutions Inc. | 100,716 | $4.76M | 3.6% | N/A | 1.083% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 74,607 | $3.53M | 0.7% | N/A | 0.802% | |
2/12/2025 | JPMorgan Chase & Co. | 1,977 | $93K | 0.0% | +137.6% | 0.021% | |
2/12/2025 | PKS Advisory Services LLC | 10,515 | $497K | 0.1% | N/A | 0.113% | |
2/11/2025 | LPL Financial LLC | 172,592 | $8.16M | 0.0% | +14.0% | 1.856% | |
2/10/2025 | Thrivent Financial for Lutherans | 113,961 | $5.39M | 0.0% | +4.6% | 1.225% | |
2/10/2025 | Axxcess Wealth Management LLC | 9,254 | $437K | 0.0% | N/A | 0.100% | |
2/10/2025 | Hills Bank & Trust Co | 266,449 | $12.59M | 0.9% | +18.9% | 2.865% | |
2/10/2025 | Commonwealth Equity Services LLC | 31,131 | $1.47M | 0.0% | +14.2% | 0.335% | |
2/10/2025 | Avantax Advisory Services Inc. | 169,874 | $8.03M | 0.1% | +44.0% | 1.827% | |
2/7/2025 | PFG Advisors | 7,031 | $332K | 0.0% | -9.1% | 0.076% | |
2/7/2025 | HighTower Advisors LLC | 254,596 | $12.03M | 0.0% | +1.2% | 2.738% | |
2/7/2025 | Prosperity Wealth Management Inc. | 7,973 | $377K | 0.2% | +10.1% | 0.086% | |
2/7/2025 | Avantax Planning Partners Inc. | 604,912 | $28.59M | 1.0% | +25.3% | 6.504% | |
2/6/2025 | Raymond James Financial Inc. | 306,140 | $14.47M | 0.0% | N/A | 3.292% | |
2/6/2025 | SPC Financial Inc. | 9,717 | $459K | 0.0% | -3.6% | 0.104% | |
2/5/2025 | Halbert Hargrove Global Advisors LLC | 123,395 | $5.83M | 0.3% | +2.8% | 1.327% | |
2/5/2025 | Jacobi Capital Management LLC | 32,777 | $1.55M | 0.1% | +17.5% | 0.352% | |
2/5/2025 | Acima Private Wealth LLC | 184,274 | $8.71M | 2.9% | +1.2% | 1.981% | |
2/5/2025 | Verus Capital Partners LLC | 104,549 | $4.94M | 0.4% | -1.6% | 1.124% | |
2/5/2025 | Oppenheimer & Co. Inc. | 30,941 | $1.46M | 0.0% | +2.6% | 0.333% | |
2/4/2025 | Mainstay Capital Management LLC ADV | 5,579 | $264K | 0.0% | -4.7% | 0.060% | |
2/3/2025 | Private Advisor Group LLC | 43,739 | $2.07M | 0.0% | +66.6% | 0.470% | |
How to trade Executive Order 14154 (Ad) Trump’s pen must be running out of ink…
Since he returned to office he’s signed more than 50 Executive Orders.
Among this blizzard of directives – ranging from slapping 25% tariffs on steel to banning the forced use of paper straws…
Everyone seems to have missed the most important detail of all.  Get the true, untold story of what’s hidden inside Executive Order 14154, here. |
1/31/2025 | Treasure Coast Financial Planning | 116,297 | $5.50M | 3.6% | -4.8% | 1.251% | |
1/31/2025 | J.W. Cole Advisors Inc. | 24,572 | $1.16M | 0.0% | N/A | 0.264% | |
1/28/2025 | Hobart Private Capital LLC | 92,228 | $4.36M | 1.1% | +0.8% | 0.992% | |
1/28/2025 | Windsor Capital Management LLC | 145,628 | $6.88M | 2.0% | -0.9% | 1.566% | |
1/27/2025 | Etesian Wealth Advisors Inc. | 8,619 | $407K | 0.2% | -49.2% | 0.093% | |
1/27/2025 | Bleakley Financial Group LLC | 126,978 | $6.00M | 0.2% | -4.1% | 1.365% | |
1/27/2025 | Stratos Wealth Advisors LLC | 49,457 | $2.34M | 0.1% | +5.1% | 0.532% | |
1/24/2025 | FSM Wealth Advisors LLC | 329,446 | $15.58M | 3.8% | +21.3% | 3.542% | |
1/24/2025 | Adamsbrown Wealth Consultants LLC | 92,728 | $4.38M | 1.5% | -72.8% | 0.997% | |
1/24/2025 | SYM FINANCIAL Corp | 33,572 | $1.59M | 0.2% | -1.0% | 0.361% | |
1/23/2025 | Marmo Financial Group LLC | 85,856 | $4.06M | 2.2% | +2.0% | 0.923% | |
1/23/2025 | White & Co Financial Planning Inc | 64,310 | $3.04M | 2.6% | N/A | 0.692% | |
1/22/2025 | Wetzel Investment Advisors Inc. | 22,832 | $1.08M | 0.5% | +6.3% | 0.246% | |
1/21/2025 | Geneos Wealth Management Inc. | 19,654 | $929K | 0.0% | +3.1% | 0.211% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 15,494 | $732K | 0.0% | +5.9% | 0.167% | |
1/21/2025 | Atlas Private Wealth Advisors | 6,950 | $328K | 0.0% | -13.2% | 0.075% | |
1/21/2025 | LexAurum Advisors LLC | 79,869 | $3.78M | 0.7% | +3.6% | 0.859% | |
1/17/2025 | Peterson Wealth Advisors LLC | 157,230 | $7.45M | 1.3% | -0.9% | 1.691% | |
1/17/2025 | Janney Montgomery Scott LLC | 6,312 | $298K | 0.0% | N/A | 0.068% | |
1/17/2025 | ForthRight Wealth Management LLC | 296,706 | $14.02M | 4.7% | +4.6% | 3.190% | |
1/17/2025 | Advisory Alpha LLC | 9,101 | $430K | 0.0% | +13.0% | 0.098% | |
1/16/2025 | Koshinski Asset Management Inc. | 72,850 | $3.44M | 0.0% | -2.5% | 0.783% | |
1/16/2025 | McCarthy & Cox | 360,095 | $17.02M | 5.9% | +9.7% | 3.872% | |
1/16/2025 | Gilman Hill Asset Management LLC | 7,000 | $331K | 0.1% | +40.0% | 0.075% | |
1/16/2025 | Brady Martz Wealth Solutions LLC | 10,970 | $516K | 0.1% | N/A | 0.118% | |
1/15/2025 | Financial Management Professionals Inc. | 110,044 | $5.20M | 0.7% | +2.7% | 1.183% | |
1/15/2025 | Ameritas Advisory Services LLC | 35,805 | $1.69M | 0.1% | -42.3% | 0.385% | |
1/15/2025 | CGN Advisors LLC | 305,380 | $14.43M | 1.4% | +9.4% | 3.284% | |
1/15/2025 | Saxon Interests Inc. | 11,413 | $539K | 0.2% | -1.9% | 0.123% | |
1/15/2025 | Goldstone Financial Group LLC | 8,589 | $406K | 0.1% | N/A | 0.092% | |
1/15/2025 | KMG Fiduciary Partners LLC | 292,399 | $13.82M | 1.1% | +4.8% | 3.144% | |
1/15/2025 | Certified Advisory Corp | 213,611 | $10.10M | 1.1% | +13.1% | 2.297% | |
1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,506 | $260K | 0.1% | +56.6% | 0.059% | |
1/14/2025 | Ignite Planners LLC | 136,075 | $6.45M | 1.4% | +3.7% | 1.463% | |
1/13/2025 | Sunflower Bank N.A. | 35,630 | $1.68M | 0.5% | -29.0% | 0.383% | |
1/13/2025 | Elmwood Wealth Management Inc. | 66,723 | $3.15M | 1.3% | N/A | 0.717% | |
1/13/2025 | Fiduciary Alliance LLC | 80,319 | $3.80M | 0.4% | +4.5% | 0.864% | |
1/8/2025 | International Assets Investment Management LLC | 16,089 | $762K | 0.0% | N/A | 0.173% | |
1/3/2025 | First Citizens Financial Corp | 26,175 | $1.24M | 0.7% | +5.8% | 0.281% | |
12/26/2024 | JPMorgan Chase & Co. | 832 | $40K | 0.0% | -98.3% | 0.009% | |
11/15/2024 | Continuum Advisory LLC | 1,401 | $67K | 0.0% | -28.5% | 0.015% | |
11/15/2024 | MML Investors Services LLC | 15,007 | $730K | 0.0% | -56.8% | 0.161% | |
11/15/2024 | Jane Street Group LLC | 24,603 | $1.20M | 0.0% | -79.2% | 0.265% | |
11/15/2024 | Stifel Financial Corp | 7,245 | $353K | 0.0% | +8.6% | 0.078% | |
11/15/2024 | SYM FINANCIAL Corp | 33,922 | $1.65M | 0.2% | +5.9% | 0.365% | |
11/15/2024 | HighTower Advisors LLC | 251,630 | $12.26M | 0.0% | +9.2% | 2.706% | |
11/14/2024 | Captrust Financial Advisors | 77,124 | $3.75M | 0.0% | +3.9% | 0.829% | |
11/13/2024 | Freedom Investment Management Inc. | 44,584 | $2.17M | 0.2% | -1.9% | 0.479% | |
11/12/2024 | Certified Advisory Corp | 188,821 | $9.19M | 1.0% | +9.2% | 2.030% | |
11/12/2024 | Running Point Capital Advisors LLC | 91,896 | $4.47M | 1.7% | -2.9% | 0.988% | |
How to trade Executive Order 14154 (Ad) Trump’s pen must be running out of ink…
Since he returned to office he’s signed more than 50 Executive Orders.
Among this blizzard of directives – ranging from slapping 25% tariffs on steel to banning the forced use of paper straws…
Everyone seems to have missed the most important detail of all.  Get the true, untold story of what’s hidden inside Executive Order 14154, here. |
11/8/2024 | Advisors Asset Management Inc. | 12,868 | $626K | 0.0% | +13.0% | 0.138% | |
11/7/2024 | Thrivent Financial for Lutherans | 108,982 | $5.30M | 0.0% | -0.7% | 1.172% | |
11/6/2024 | OneDigital Investment Advisors LLC | 7,620 | $371K | 0.0% | -27.6% | 0.082% | |
11/6/2024 | Oppenheimer & Co. Inc. | 30,149 | $1.47M | 0.0% | +1.2% | 0.324% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 160,191 | $7.79M | 0.1% | +0.6% | 1.722% | |
11/5/2024 | Verus Capital Partners LLC | 106,208 | $5.17M | 0.5% | +1.7% | 1.142% | |
11/4/2024 | Sigma Planning Corp | 5,510 | $268K | 0.0% | -81.2% | 0.059% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 5,575 | $271K | 0.0% | +11.0% | 0.060% | |
10/30/2024 | Ameritas Advisory Services LLC | 62,079 | $3.02M | 0.1% | +14.6% | 0.668% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 26,395 | $1.28M | 0.2% | +13.2% | 0.284% | |