| 2/19/2025 | WCG Wealth Advisors LLC | 40,735 | $1.42M | 0.1% | +1.8% | 0.403% | |
| 2/17/2025 | Royal Bank of Canada | 556,954 | $19.39M | 0.0% | +2.7% | 5.514% | |
| 2/17/2025 | Cresset Asset Management LLC | 24,840 | $865K | 0.0% | +7.6% | 0.246% | |
| 2/17/2025 | Cetera Investment Advisers | 55,653 | $1.94M | 0.0% | -1.5% | 0.551% | |
| 2/17/2025 | Citadel Advisors LLC | 6,537 | $228K | 0.0% | +18.7% | 0.065% | |
| 2/17/2025 | Bank of America Corp DE | 294,002 | $10.23M | 0.0% | -0.3% | 2.911% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 6,572 | $229K | 0.0% | -45.4% | 0.065% | |
| 2/14/2025 | Lido Advisors LLC | 33,708 | $1.17M | 0.0% | -57.6% | 0.334% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 153,123 | $5.33M | 0.1% | -2.6% | 1.516% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 5,488 | $191K | 0.0% | -16.4% | 0.054% | |
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| 2/14/2025 | Commerce Bank | 17,020 | $592K | 0.0% | -8.6% | 0.169% | |
| 2/13/2025 | NewEdge Advisors LLC | 21,228 | $739K | 0.0% | +3.8% | 0.210% | |
| 2/13/2025 | SageView Advisory Group LLC | 14,500 | $505K | 0.0% | N/A | 0.144% | |
| 2/13/2025 | Raymond James Financial Inc. | 492,936 | $17.16M | 0.0% | N/A | 4.881% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 97,052 | $3.38M | 0.0% | +5.6% | 0.961% | |
| 2/13/2025 | Wells Fargo & Company MN | 123,677 | $4.31M | 0.0% | +3.8% | 1.225% | |
| 2/12/2025 | JPMorgan Chase & Co. | 12,792 | $445K | 0.0% | +4.4% | 0.127% | |
| 2/11/2025 | TIAA Trust National Association | 1,266,248 | $44.08M | 0.1% | -4.8% | 12.537% | |
| 2/11/2025 | LPL Financial LLC | 382,286 | $13.31M | 0.0% | +2.7% | 3.785% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 172,553 | $6.15M | 0.0% | +4.2% | 1.708% | |
| 2/10/2025 | Natixis Advisors LLC | 11,808 | $411K | 0.0% | +12.1% | 0.117% | |
| 2/10/2025 | Greykasell Wealth Strategies Inc. | 8,499 | $296K | 0.2% | N/A | 0.084% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 173,071 | $6.03M | 0.0% | +15.0% | 1.714% | |
| 2/10/2025 | Farther Finance Advisors LLC | 2,000 | $70K | 0.0% | -27.3% | 0.020% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 29,472 | $1.03M | 0.0% | +11.5% | 0.292% | |
| 2/6/2025 | Raymond James Financial Inc. | 492,936 | $17.16M | 0.0% | N/A | 4.881% | |
| 2/6/2025 | Assetmark Inc. | 3,081 | $107K | 0.0% | N/A | 0.031% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 2,147 | $75K | 0.0% | -70.4% | 0.021% | |
| 2/6/2025 | Jones Financial Companies Lllp | 69,233 | $2.41M | 0.0% | +5.6% | 0.685% | |
| 2/5/2025 | US Bancorp DE | 884 | $31K | 0.0% | N/A | 0.009% | |
| 2/5/2025 | Private Trust Co. NA | 1,870 | $65K | 0.0% | +114.9% | 0.019% | |
| 2/4/2025 | Bank of New York Mellon Corp | 312,654 | $10.88M | 0.0% | +17.0% | 3.096% | |
| 2/4/2025 | Addison Advisors LLC | 21,502 | $748K | 0.2% | +2.6% | 0.213% | |
| 2/4/2025 | WealthShield Partners LLC | 29,546 | $1.03M | 0.1% | +20.8% | 0.293% | |
| 2/4/2025 | Abound Financial LLC | 7,817 | $272K | 0.1% | N/A | 0.077% | |
| 2/4/2025 | Marshall Investment Management LLC | 4,784 | $176K | 0.1% | N/A | 0.047% | |
| 2/3/2025 | Invera Wealth Advisors LLC | 63,360 | $2.29M | 2.3% | -1.3% | 0.627% | |
| 2/3/2025 | Private Advisor Group LLC | 10,656 | $371K | 0.0% | -12.4% | 0.106% | |
| 2/3/2025 | Fingerlakes Wealth Management Inc. | 17,813 | $620K | 0.5% | -6.0% | 0.176% | |
| 1/30/2025 | Opes Wealth Management LLC | 30,130 | $1.05M | 0.2% | -3.6% | 0.298% | |
$5,000 DOGE check? (Ad) Elon Musk's DOGE agenda just took a very surprising turn...
Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers.
The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail. Everything you need to know is right here. |
| 1/30/2025 | Principal Securities Inc. | 869 | $30K | 0.0% | -54.8% | 0.009% | |
| 1/30/2025 | Vicus Capital | 9,863 | $343K | 0.0% | +11.3% | 0.098% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 3,750 | $131K | 0.0% | N/A | 0.037% | |
| 1/27/2025 | Private Wealth Management Group LLC | 9,361 | $326K | 0.1% | -3.0% | 0.093% | |
| 1/24/2025 | Concord Wealth Partners | 5,153 | $179K | 0.0% | -7.8% | 0.051% | |
| 1/23/2025 | Synergy Asset Management LLC | 6,726 | $235K | 0.0% | N/A | 0.067% | |
| 1/22/2025 | Falcon Wealth Planning | 9,525 | $332K | 0.0% | -3.1% | 0.094% | |
| 1/22/2025 | Greenup Street Wealth Management LLC | 6,441 | $224K | 0.0% | N/A | 0.064% | |
| 1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 253,286 | $8.82M | 0.2% | -2.3% | 2.508% | |
| 1/21/2025 | Regatta Capital Group LLC | 38,380 | $1.34M | 0.3% | +4.1% | 0.380% | |
| 1/21/2025 | LexAurum Advisors LLC | 11,326 | $394K | 0.1% | +6.3% | 0.112% | |
| 1/17/2025 | Avior Wealth Management LLC | 5,093 | $177K | 0.0% | -33.0% | 0.050% | |
| 1/16/2025 | Abacus Wealth Partners LLC | 909,082 | $31.65M | 4.7% | +4.9% | 9.001% | |
| 1/6/2025 | Canandaigua National Bank & Trust Co. | 57,400 | $2.00M | 0.2% | -7.0% | 0.568% | |
| 12/26/2024 | JPMorgan Chase & Co. | 12,256 | $452K | 0.0% | +10.5% | 0.121% | |
| 11/15/2024 | Urban Financial Advisory Corp | 670 | $25K | 0.0% | N/A | 0.007% | |
| 11/15/2024 | EP Wealth Advisors LLC | 2,795 | $103K | 0.0% | N/A | 0.028% | |
| 11/8/2024 | Commerce Bank | 18,620 | $686K | 0.0% | -8.0% | 0.184% | |
| 11/8/2024 | Avior Wealth Management LLC | 7,599 | $280K | 0.0% | -7.8% | 0.075% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 26,430 | $974K | 0.0% | +1.6% | 0.262% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 165,576 | $6.10M | 0.0% | +157.8% | 1.639% | |
| 11/4/2024 | Addison Advisors LLC | 20,967 | $772K | 0.2% | +5.3% | 0.208% | |
| 10/30/2024 | RTD Financial Advisors Inc. | 22,673 | $835K | 0.1% | +37.7% | 0.224% | |
| 10/30/2024 | Falcon Wealth Planning | 9,828 | $362K | 0.0% | +5.2% | 0.097% | |
| 10/29/2024 | Opes Wealth Management LLC | 31,255 | $1.15M | 0.2% | +3.3% | 0.309% | |
| 10/29/2024 | Private Wealth Management Group LLC | 9,646 | $355K | 0.1% | +8.2% | 0.096% | |
| 10/24/2024 | Concord Wealth Partners | 5,587 | $206K | 0.0% | -27.3% | 0.055% | |
| 10/23/2024 | CENTRAL TRUST Co | 14,804 | $545K | 0.0% | +3.8% | 0.147% | |
| 10/22/2024 | Private Advisor Group LLC | 12,158 | $448K | 0.0% | -2.9% | 0.120% | |
| 10/19/2024 | McClarren Financial Advisors Inc. | 4,831 | $177K | 0.1% | +14,539.4% | 0.048% | |
| 10/18/2024 | Revolve Wealth Partners LLC | 24,056 | $886K | 0.1% | +6.8% | 0.238% | |
| 10/18/2024 | Raymond James & Associates | 420,125 | $15.48M | 0.0% | +3.3% | 4.160% | |
| 10/17/2024 | LexAurum Advisors LLC | 10,655 | $393K | 0.1% | N/A | 0.105% | |
| 10/15/2024 | Regatta Capital Group LLC | 36,873 | $1.36M | 0.3% | -10.1% | 0.365% | |
| 10/9/2024 | UMB Bank n.a. | 3,561 | $131K | 0.0% | -38.1% | 0.035% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 83,621 | $3.08M | 0.1% | -2.6% | 0.828% | |
| 8/22/2024 | Cetera Investment Advisers | 55,491 | $1.83M | 0.0% | -0.6% | 0.549% | |
| 8/16/2024 | Creative Planning | 115,513 | $3.82M | 0.0% | -8.6% | 1.144% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 64,227 | $2.12M | 0.0% | +12.3% | 0.636% | |
| 8/12/2024 | WCG Wealth Advisors LLC | 40,011 | $1.32M | 0.1% | +12.0% | 0.396% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 12,037 | $398K | 0.0% | +83.2% | 0.119% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 102,770 | $3.39M | 0.0% | -2.4% | 1.018% | |
| 8/7/2024 | Carson Advisory Inc. | 19,570 | $646K | 0.5% | -2.5% | 0.194% | |
| 8/7/2024 | Invera Wealth Advisors LLC | 66,867 | $2.25M | 2.3% | +1.9% | 0.662% | |
| 8/6/2024 | First Foundation Advisors | 6,538 | $216K | 0.0% | -13.2% | 0.065% | |
| 8/6/2024 | Opes Wealth Management LLC | 30,255 | $999K | 0.2% | +4.5% | 0.300% | |
| 8/5/2024 | Addison Advisors LLC | 19,912 | $658K | 0.2% | +7.5% | 0.197% | |
| 8/1/2024 | TIAA Trust National Association | 1,398,404 | $46.19M | 0.1% | -11.3% | 13.846% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 153,210 | $5.06M | 0.0% | -6.1% | 1.517% | |
| 7/29/2024 | UMB Bank n.a. | 5,754 | $190K | 0.0% | -24.6% | 0.057% | |
$5,000 DOGE check? (Ad) Elon Musk's DOGE agenda just took a very surprising turn...
Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers.
The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail. Everything you need to know is right here. |
| 7/26/2024 | WealthShield Partners LLC | 24,803 | $819K | 0.1% | +1.2% | 0.246% | |
| 7/26/2024 | Bank of New York Mellon Corp | 152,283 | $5.03M | 0.0% | +19.3% | 1.508% | |
| 7/23/2024 | Vicus Capital | 8,854 | $292K | 0.0% | +27.4% | 0.088% | |
| 7/22/2024 | RTD Financial Advisors Inc. | 16,471 | $544K | 0.1% | +35.7% | 0.163% | |
| 7/19/2024 | Revolve Wealth Partners LLC | 22,528 | $744K | 0.1% | +14.5% | 0.223% | |
| 7/19/2024 | Raymond James & Associates | 406,844 | $13.44M | 0.0% | +5.8% | 4.028% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,775 | $257K | 0.0% | N/A | 0.077% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 85,836 | $2.84M | 0.1% | -13.7% | 0.850% | |
| 7/11/2024 | Canandaigua National Bank & Trust Co. | 61,596 | $2.04M | 0.2% | N/A | 0.610% | |
| 7/11/2024 | Abacus Wealth Partners LLC | 866,329 | $28.62M | 4.7% | +1.3% | 8.578% | |
