8/15/2025 | EP Wealth Advisors LLC | 7,358 | $276K | 0.0% | -7.1% | 0.096% | |
8/14/2025 | Jane Street Group LLC | 26,457 | $992K | 0.0% | +153.3% | 0.344% | |
8/14/2025 | Raymond James Financial Inc. | 146,664 | $5.50M | 0.0% | +15.9% | 1.910% | |
8/14/2025 | NewEdge Advisors LLC | 15,913 | $596K | 0.0% | -8.8% | 0.207% | |
8/13/2025 | JT Stratford LLC | 32,638 | $1.22M | 0.2% | +0.9% | 0.425% | |
8/12/2025 | JPMorgan Chase & Co. | 4,165 | $156K | 0.0% | +1,398.2% | 0.054% | |
8/12/2025 | Weaver Consulting Group | 29,221 | $1.10M | 0.3% | -4.4% | 0.380% | |
8/8/2025 | Collaborative Wealth Managment Inc. | 13,346 | $500K | 0.2% | +8.3% | 0.174% | |
8/8/2025 | Cetera Investment Advisers | 153,508 | $5.75M | 0.0% | -64.5% | 1.999% | |
8/8/2025 | Foundations Investment Advisors LLC | 13,424 | $503K | 0.0% | +3.9% | 0.175% | |
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8/7/2025 | PFG Advisors | 7,186 | $269K | 0.0% | -38.8% | 0.094% | |
8/5/2025 | WorthPointe LLC | 17,330 | $650K | 0.3% | +2.0% | 0.226% | |
8/1/2025 | FSA Advisors Inc. | 28,983 | $1.09M | 0.9% | -0.9% | 0.377% | |
8/1/2025 | Envestnet Asset Management Inc. | 17,950 | $673K | 0.0% | -17.6% | 0.234% | |
7/30/2025 | Strategic Blueprint LLC | 50,156 | $1.88M | 0.1% | +1.9% | 0.653% | |
7/30/2025 | Red Crane Wealth Management LLC | 33,123 | $1.24M | 1.1% | -11.9% | 0.431% | |
7/30/2025 | Brookstone Capital Management | 82,326 | $3.09M | 0.0% | -1.3% | 1.072% | |
7/29/2025 | ODonnell Financial Services LLC | 10,945 | $410K | 0.2% | -72.6% | 0.143% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 12,951 | $485K | 0.0% | -24.6% | 0.169% | |
7/29/2025 | Koshinski Asset Management Inc. | 10,740 | $403K | 0.0% | -4.1% | 0.140% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 13,291 | $498K | 0.1% | -81.1% | 0.173% | |
7/28/2025 | Compass Advisory Group LLC | 541,364 | $20.29M | 6.4% | +0.8% | 7.049% | |
7/28/2025 | Harbour Investments Inc. | 5,970 | $224K | 0.0% | +19.8% | 0.078% | |
7/25/2025 | Atria Wealth Solutions Inc. | 10,014 | $377K | 0.0% | N/A | 0.130% | |
7/24/2025 | Blair William & Co. IL | 118,736 | $4.45M | 0.0% | +2.2% | 1.546% | |
7/23/2025 | NBT Bank N A NY | 2,750 | $103K | 0.0% | N/A | 0.036% | |
7/22/2025 | Belpointe Asset Management LLC | 23,773 | $891K | 0.0% | +2.6% | 0.310% | |
7/22/2025 | Berkshire Money Management Inc. | 157,000 | $5.88M | 0.6% | -38.1% | 2.044% | |
7/22/2025 | Beacon Financial Advisory LLC | 5,650 | $212K | 0.1% | -19.9% | 0.074% | |
7/22/2025 | MBL Wealth LLC | 214,227 | $8.03M | 0.8% | -33.9% | 2.789% | |
7/18/2025 | Truist Financial Corp | 46,217 | $1.73M | 0.0% | +3.8% | 0.602% | |
7/17/2025 | Janney Montgomery Scott LLC | 21,842 | $819K | 0.0% | -12.8% | 0.284% | |
7/17/2025 | Clear Point Advisors Inc. | 12,849 | $482K | 0.4% | -9.8% | 0.167% | |
7/16/2025 | PFS Partners LLC | 513,644 | $19.25M | 9.7% | -1.1% | 6.688% | |
7/14/2025 | AdvisorNet Financial Inc | 100,894 | $3.78M | 0.2% | -0.4% | 1.314% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 96,583 | $3.69M | 0.0% | +150.0% | 1.258% | |
7/9/2025 | Pallas Capital Advisors LLC | 70,328 | $2.64M | 0.1% | +2.5% | 0.916% | |
7/9/2025 | Fragasso Financial Advisors Inc | 43,864 | $1.64M | 0.1% | -2.4% | 0.571% | |
7/2/2025 | HBW Advisory Services LLC | 30,966 | $1.16M | 0.1% | -3.7% | 0.400% | |
5/21/2025 | MBL Wealth LLC | 324,103 | $11.58M | 1.2% | -2.1% | 3.845% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
5/20/2025 | Belpointe Asset Management LLC | 23,173 | $828K | 0.0% | +77.4% | 0.275% | |
5/19/2025 | Jane Street Group LLC | 10,443 | $373K | 0.0% | -63.0% | 0.124% | |
5/16/2025 | Faithward Advisors LLC | 40,113 | $1.43M | 0.2% | +156.2% | 0.476% | |
5/16/2025 | Arete Wealth Advisors LLC | 19,641 | $702K | 0.1% | +2.1% | 0.233% | |
5/15/2025 | OLD Mission Capital LLC | 10,642 | $380K | 0.0% | -79.6% | 0.126% | |
5/14/2025 | Kestra Advisory Services LLC | 99,035 | $3.54M | 0.0% | -30.9% | 1.175% | |
5/14/2025 | TFB Advisors LLC | 6,504 | $232K | 0.1% | -13.3% | 0.077% | |
5/14/2025 | Capital Analysts LLC | 33,999 | $1.22M | 0.0% | +27.2% | 0.403% | |
5/14/2025 | JT Stratford LLC | 32,341 | $1.16M | 0.2% | -3.6% | 0.384% | |
5/13/2025 | Raymond James Financial Inc. | 126,513 | $4.52M | 0.0% | +225.5% | 1.501% | |
5/13/2025 | Compass Advisory Group LLC | 536,845 | $19.19M | 6.7% | +9.8% | 6.368% | |
5/13/2025 | Long Island Wealth Management Inc. | 295,780 | $10.57M | 6.4% | +1.8% | 3.509% | |
5/13/2025 | HighTower Advisors LLC | 100,318 | $3.59M | 0.0% | +19.6% | 1.190% | |
5/12/2025 | Red Crane Wealth Management LLC | 37,594 | $1.34M | 1.3% | +3.4% | 0.446% | |
5/9/2025 | Cary Street Partners Financial LLC | 118,999 | $4.25M | 0.1% | -5.6% | 1.412% | |
5/9/2025 | Commonwealth Equity Services LLC | 434,843 | $15.54M | 0.0% | +15.7% | 5.158% | |
5/9/2025 | Blair William & Co. IL | 116,164 | $4.15M | 0.0% | +160.7% | 1.378% | |
5/8/2025 | BCGM Wealth Management LLC | 22,745 | $813K | 0.2% | +140.4% | 0.270% | |
5/8/2025 | Harbour Investments Inc. | 4,983 | $178K | 0.0% | +10.7% | 0.059% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 12,318 | $440K | 0.2% | +86.8% | 0.146% | |
5/8/2025 | Grantvest Financial Group LLC | 6,079 | $217K | 0.2% | N/A | 0.072% | |
5/8/2025 | FSA Advisors Inc. | 29,250 | $1.05M | 0.8% | -2.2% | 0.347% | |
5/7/2025 | Foundations Investment Advisors LLC | 12,924 | $462K | 0.0% | +18.2% | 0.153% | |
5/7/2025 | LPL Financial LLC | 71,800 | $2.57M | 0.0% | +10.1% | 0.852% | |
5/7/2025 | Investment Management Corp VA ADV | 84,838 | $3.03M | 2.7% | -0.5% | 1.006% | |
5/7/2025 | First Heartland Consultants Inc. | 11,184 | $400K | 0.0% | +11.1% | 0.133% | |
5/7/2025 | Phoenix Financial Ltd. | 6,655 | $237K | 0.0% | N/A | 0.079% | |
5/6/2025 | Cetera Investment Advisers | 432,970 | $15.47M | 0.0% | +265.6% | 5.136% | |
5/6/2025 | Avantax Advisory Services Inc. | 29,677 | $1.06M | 0.0% | +3.3% | 0.352% | |
5/6/2025 | AE Wealth Management LLC | 5,876 | $210K | 0.0% | +43.9% | 0.070% | |
5/6/2025 | WorthPointe LLC | 16,997 | $607K | 0.3% | +29.1% | 0.202% | |
5/6/2025 | PFG Advisors | 11,747 | $420K | 0.0% | N/A | 0.139% | |
5/5/2025 | Miller Financial Services LLC | 24,810 | $887K | 1.3% | -2.5% | 0.294% | |
5/5/2025 | Wealth Alliance LLC | 25,679 | $918K | 0.1% | -3.7% | 0.305% | |
5/5/2025 | ODonnell Financial Services LLC | 39,910 | $1.43M | 0.6% | N/A | 0.473% | |
5/2/2025 | Acas LLC | 16,898 | $598K | 0.5% | +9.4% | 0.195% | |
5/2/2025 | Sigma Planning Corp | 6,673 | $238K | 0.0% | +8.9% | 0.077% | |
5/1/2025 | Corrado Advisors LLC | 9,837 | $352K | 0.2% | N/A | 0.113% | |
5/1/2025 | CWM LLC | 1,628 | $58K | 0.0% | -32.4% | 0.019% | |
5/1/2025 | Stephens Inc. AR | 429,752 | $15.36M | 0.2% | +11.9% | 4.951% | |
4/30/2025 | Allworth Financial LP | 729 | $26K | 0.0% | -87.4% | 0.008% | |
4/30/2025 | Stratos Wealth Advisors LLC | 6,219 | $222K | 0.0% | -16.7% | 0.072% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 6,238 | $223K | 0.0% | N/A | 0.072% | |
4/29/2025 | Wood Tarver Financial Group LLC | 56,237 | $2.01M | 0.7% | +314.3% | 0.648% | |
4/29/2025 | Envestnet Asset Management Inc. | 21,783 | $779K | 0.0% | -30.5% | 0.251% | |
4/29/2025 | World Investment Advisors | 13,745 | $491K | 0.0% | N/A | 0.158% | |
4/29/2025 | Strategic Blueprint LLC | 49,233 | $1.76M | 0.1% | +125.0% | 0.567% | |
4/29/2025 | Brookstone Capital Management | 83,406 | $2.98M | 0.0% | +15.4% | 0.961% | |
4/29/2025 | OneDigital Investment Advisors LLC | 30,793 | $1.10M | 0.0% | -22.0% | 0.355% | |
4/25/2025 | Koshinski Asset Management Inc. | 11,205 | $400K | 0.0% | -12.0% | 0.129% | |
Washington Thinks They Own Your Bank Account (Ad) What If Washington Declared That:
YOUR Money ISN'T Actually Yours?
Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property.
What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want. Get your free guide now by clicking here >> |
4/25/2025 | Crown Wealth Group LLC | 16,699 | $597K | 0.3% | -6.2% | 0.192% | |
4/25/2025 | Stonebridge Financial Group LLC | 5,011 | $179K | 0.0% | +26.8% | 0.058% | |
4/24/2025 | Beacon Financial Advisory LLC | 7,050 | $252K | 0.1% | -6.2% | 0.081% | |
4/23/2025 | Berkshire Money Management Inc. | 253,641 | $9.07M | 1.0% | -31.5% | 2.922% | |
4/23/2025 | Cornerstone Wealth Group LLC | 7,173 | $256K | 0.0% | N/A | 0.083% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 70,163 | $2.51M | 0.5% | -2.4% | 0.808% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 53,756 | $1.92M | 0.0% | -2.5% | 0.619% | |
4/18/2025 | DHJJ Financial Advisors Ltd. | 35,992 | $1.29M | 0.5% | +3.8% | 0.415% | |
4/18/2025 | Global Trust Asset Management LLC | 5,000 | $179K | 0.1% | -79.4% | 0.058% | |
4/17/2025 | Janney Montgomery Scott LLC | 25,057 | $896K | 0.0% | +4.2% | 0.289% | |