3/17/2025 | Wealth Enhancement Advisory Services LLC | 8,138 | $386K | 0.0% | +21.0% | 0.091% | |
3/6/2025 | Wood Tarver Financial Group LLC | 678 | $32K | 0.0% | N/A | 0.008% | |
2/19/2025 | WCG Wealth Advisors LLC | 30,504 | $1.45M | 0.1% | -1.8% | 0.337% | |
2/18/2025 | Continuum Advisory LLC | 9,337 | $442K | 0.1% | -4.5% | 0.103% | |
2/17/2025 | US Financial Advisors LLC | 13,430 | $636K | 0.2% | +2.0% | 0.148% | |
2/17/2025 | Royal Bank of Canada | 520,837 | $24.68M | 0.0% | +4.1% | 5.755% | |
2/17/2025 | Cetera Investment Advisers | 87,250 | $4.13M | 0.0% | -3.3% | 0.964% | |
2/17/2025 | Citadel Advisors LLC | 9,845 | $466K | 0.0% | +83.6% | 0.109% | |
2/17/2025 | Bank of America Corp DE | 318,611 | $15.10M | 0.0% | -0.2% | 3.521% | |
2/17/2025 | Ameriprise Financial Inc. | 226,617 | $10.85M | 0.0% | -9.0% | 2.504% | |
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2/17/2025 | AlTi Global Inc. | 264,970 | $12.56M | 0.3% | +5.0% | 2.928% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 6,264 | $297K | 0.0% | -38.9% | 0.069% | |
2/14/2025 | Jane Street Group LLC | 8,549 | $405K | 0.0% | N/A | 0.094% | |
2/14/2025 | Lido Advisors LLC | 32,980 | $1.56M | 0.0% | -53.1% | 0.364% | |
2/14/2025 | Beacon Pointe Advisors LLC | 41,125 | $1.95M | 0.0% | -9.1% | 0.454% | |
2/14/2025 | IHT Wealth Management LLC | 9,287 | $440K | 0.0% | -4.9% | 0.103% | |
2/14/2025 | Tower Research Capital LLC TRC | 9,319 | $442K | 0.0% | +67.6% | 0.103% | |
2/14/2025 | Commerce Bank | 22,644 | $1.07M | 0.0% | -11.7% | 0.250% | |
2/13/2025 | NewEdge Advisors LLC | 16,295 | $772K | 0.0% | +2.1% | 0.180% | |
2/13/2025 | SageView Advisory Group LLC | 12,050 | $571K | 0.0% | N/A | 0.133% | |
2/13/2025 | Petros Family Wealth LLC | 4,413 | $209K | 0.2% | N/A | 0.049% | |
2/13/2025 | Raymond James Financial Inc. | 113,264 | $5.37M | 0.0% | N/A | 1.252% | |
2/13/2025 | Envestnet Asset Management Inc. | 59,700 | $2.83M | 0.0% | -1.1% | 0.660% | |
2/13/2025 | Wells Fargo & Company MN | 886,013 | $41.98M | 0.0% | +6.7% | 9.790% | |
2/12/2025 | OLD Mission Capital LLC | 4,639 | $220K | 0.0% | N/A | 0.051% | |
2/12/2025 | JPMorgan Chase & Co. | 41,187 | $1.95M | 0.0% | -8.8% | 0.455% | |
2/12/2025 | Ipsen Advisor Group LLC | 4,835 | $229K | 0.2% | N/A | 0.053% | |
2/11/2025 | TIAA Trust National Association | 637,239 | $30.19M | 0.1% | -7.0% | 7.041% | |
2/11/2025 | LPL Financial LLC | 429,857 | $20.37M | 0.0% | +2.3% | 4.750% | |
2/11/2025 | Virtu Financial LLC | 25,962 | $1.23M | 0.1% | -9.1% | 0.287% | |
2/11/2025 | Millstone Evans Group LLC | 1,390 | $66K | 0.0% | N/A | 0.015% | |
2/11/2025 | Financial Network Wealth Management LLC | 31,591 | $1.50M | 0.5% | +3.4% | 0.349% | |
2/10/2025 | Thrivent Financial for Lutherans | 7,468 | $366K | 0.0% | -7.3% | 0.083% | |
2/10/2025 | Harbour Investments Inc. | 2,000 | $95K | 0.0% | -22.5% | 0.022% | |
2/10/2025 | Avalon Trust Co | 800 | $38K | 0.0% | N/A | 0.009% | |
2/10/2025 | Commonwealth Equity Services LLC | 124,886 | $5.92M | 0.0% | +7.9% | 1.380% | |
2/10/2025 | IAG Wealth Partners LLC | 33,268 | $1.58M | 0.3% | -9.4% | 0.368% | |
2/7/2025 | PFG Advisors | 4,997 | $237K | 0.0% | N/A | 0.055% | |
2/7/2025 | HighTower Advisors LLC | 10,350 | $490K | 0.0% | -2.1% | 0.114% | |
2/7/2025 | Retirement Capital Strategies | 7,601 | $360K | 0.1% | N/A | 0.084% | |
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2/7/2025 | PNC Financial Services Group Inc. | 46,565 | $2.21M | 0.0% | +0.9% | 0.515% | |
2/6/2025 | Raymond James Financial Inc. | 113,264 | $5.37M | 0.0% | N/A | 1.252% | |
2/6/2025 | Jones Financial Companies Lllp | 41,917 | $1.99M | 0.0% | +20.3% | 0.463% | |
2/5/2025 | US Bancorp DE | 1,523 | $72K | 0.0% | +28.4% | 0.017% | |
2/4/2025 | Bank of New York Mellon Corp | 294,829 | $13.97M | 0.0% | +14.5% | 3.258% | |
2/4/2025 | WealthShield Partners LLC | 18,268 | $866K | 0.1% | +4.5% | 0.202% | |
2/4/2025 | Abound Financial LLC | 4,548 | $215K | 0.1% | N/A | 0.050% | |
2/4/2025 | Marshall Investment Management LLC | 1,834 | $82K | 0.0% | N/A | 0.020% | |
2/3/2025 | Private Advisor Group LLC | 20,486 | $971K | 0.0% | -8.7% | 0.226% | |
1/31/2025 | Atria Wealth Solutions Inc. | 4,513 | $214K | 0.0% | -8.2% | 0.050% | |
1/31/2025 | Truist Financial Corp | 9,462 | $448K | 0.0% | N/A | 0.105% | |
1/30/2025 | Principal Securities Inc. | 855 | $41K | 0.0% | -68.5% | 0.009% | |
1/30/2025 | Vicus Capital | 22,829 | $1.08M | 0.1% | +6.7% | 0.252% | |
1/30/2025 | Values Added Financial LLC | 4,374 | $207K | 0.1% | -12.3% | 0.048% | |
1/29/2025 | Stonebridge Financial Group LLC | 2,540 | $120K | 0.0% | N/A | 0.028% | |
1/28/2025 | SOA Wealth Advisors LLC. | 15,114 | $716K | 0.1% | -11.3% | 0.167% | |
1/28/2025 | Golden State Wealth Management LLC | 6,320 | $299K | 0.0% | N/A | 0.070% | |
1/27/2025 | Syntegra Private Wealth Group LLC | 4,271 | $202K | 0.0% | N/A | 0.047% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 8,700 | $415K | 0.0% | -27.5% | 0.096% | |
1/24/2025 | Cook Wealth LLC | 14,084 | $701K | 0.3% | -15.3% | 0.156% | |
1/23/2025 | Money Design Co. Ltd. | 55,245 | $2.64M | 0.1% | N/A | 0.610% | |
1/22/2025 | Falcon Wealth Planning | 5,905 | $280K | 0.0% | -10.8% | 0.065% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,700 | $223K | 0.0% | -27.1% | 0.052% | |
1/21/2025 | CX Institutional | 4,909 | $233K | 0.0% | -4.8% | 0.054% | |
1/21/2025 | Neumann Capital Management LLC | 10,580 | $501K | 0.2% | -2.3% | 0.117% | |
1/17/2025 | Avior Wealth Management LLC | 3,832 | $182K | 0.0% | -43.4% | 0.042% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 6,274 | $297K | 0.0% | +5.4% | 0.069% | |
12/30/2024 | SK Wealth Management LLC | 22,210 | $1.07M | 0.4% | N/A | 0.245% | |
12/26/2024 | JPMorgan Chase & Co. | 45,171 | $2.03M | 0.0% | +2.5% | 0.499% | |
11/20/2024 | Virtu Financial LLC | 28,560 | $1.28M | 0.1% | +7.2% | 0.316% | |
11/15/2024 | MML Investors Services LLC | 4,632 | $208K | 0.0% | N/A | 0.051% | |
11/15/2024 | Urban Financial Advisory Corp | 561 | $25K | 0.0% | N/A | 0.006% | |
11/15/2024 | IHT Wealth Management LLC | 9,764 | $437K | 0.0% | +2.8% | 0.108% | |
11/12/2024 | Larson Financial Group LLC | 8,578 | $384K | 0.0% | -7.8% | 0.095% | |
11/8/2024 | Commerce Bank | 25,649 | $1.15M | 0.0% | -3.5% | 0.283% | |
11/8/2024 | Avior Wealth Management LLC | 6,773 | $304K | 0.0% | -6.7% | 0.075% | |
11/8/2024 | PNC Financial Services Group Inc. | 46,130 | $2.07M | 0.0% | +0.6% | 0.510% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 1,008 | $45K | 0.0% | N/A | 0.011% | |
11/7/2024 | Thrivent Financial for Lutherans | 8,054 | $361K | 0.0% | +8.7% | 0.089% | |
11/6/2024 | Neumann Capital Management LLC | 10,830 | $485K | 0.2% | +2.4% | 0.120% | |
10/31/2024 | US Financial Advisors LLC | 13,163 | $590K | 0.2% | -8.3% | 0.145% | |
10/30/2024 | RTD Financial Advisors Inc. | 18,497 | $829K | 0.1% | +40.4% | 0.204% | |
10/30/2024 | Falcon Wealth Planning | 6,618 | $297K | 0.0% | +5.3% | 0.073% | |
10/30/2024 | Ameritas Advisory Services LLC | 104,796 | $4.70M | 0.2% | +0.8% | 1.158% | |
10/29/2024 | IAG Wealth Partners LLC | 36,723 | $1.65M | 0.3% | -2.6% | 0.406% | |
10/29/2024 | Farther Finance Advisors LLC | 792 | $36K | 0.0% | -24.4% | 0.009% | |
10/28/2024 | Values Added Financial LLC | 4,990 | $224K | 0.1% | N/A | 0.055% | |
10/24/2024 | Sound Stewardship LLC | 4,551 | $204K | 0.1% | N/A | 0.050% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,728 | $302K | 0.0% | -12.7% | 0.074% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 12,000 | $538K | 0.0% | N/A | 0.133% | |
Why Buffett and 100 members of Congress are Piling into this One Investment (Ad) While everyone's distracted by the recent stock market rally and Trump's tariffs...
There's a much bigger story that's flying under the radar for now:
Why are Warren Buffett, Ken Griffin, Roman Abramovich, the Koch Brothers, Carlos Slim and at least 100 members of Congress all going against "conventional wisdom?"
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10/23/2024 | Allworth Financial LP | 3,690 | $165K | 0.0% | +6.9% | 0.041% | |
10/23/2024 | CENTRAL TRUST Co | 8,093 | $363K | 0.0% | +3.8% | 0.089% | |
10/22/2024 | Private Advisor Group LLC | 22,442 | $1.01M | 0.0% | -63.7% | 0.248% | |
10/19/2024 | McClarren Financial Advisors Inc. | 7,238 | $324K | 0.2% | +3,363.2% | 0.080% | |
10/18/2024 | Revolve Wealth Partners LLC | 21,919 | $982K | 0.1% | +7.3% | 0.242% | |
10/11/2024 | Creative Planning | 80,237 | $3.60M | 0.0% | -1.9% | 0.887% | |
10/9/2024 | UMB Bank n.a. | 2,475 | $111K | 0.0% | -42.0% | 0.027% | |
10/9/2024 | High Note Wealth LLC | 18,586 | $833K | 0.2% | -5.5% | 0.205% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 44,955 | $2.02M | 0.1% | -2.1% | 0.497% | |
8/22/2024 | Cetera Investment Advisers | 87,288 | $3.65M | 0.0% | +1.4% | 0.965% | |