1/21/2025 | Juncture Wealth Strategies LLC | 30,812 | $527K | 0.2% | -30.4% | 0.205% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 64,178 | $1.10M | 0.0% | -6.2% | 0.426% | |
1/17/2025 | Janney Capital Management LLC | 143,606 | $2.45M | 0.2% | N/A | 0.954% | |
1/15/2025 | Arkadios Wealth Advisors | 27,300 | $467K | 0.0% | N/A | 0.181% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 22,135 | $378K | 0.0% | -12.1% | 0.147% | |
1/10/2025 | ST Germain D J Co. Inc. | 5,311 | $91K | 0.0% | N/A | 0.035% | |
1/2/2025 | IMPACTfolio LLC | 138,240 | $2.36M | 1.2% | +4.7% | 0.919% | |
12/26/2024 | JPMorgan Chase & Co. | 311,121 | $5.38M | 0.0% | +10.9% | 2.067% | |
11/25/2024 | Sanctuary Advisors LLC | 101,864 | $1.75M | 0.0% | -2.5% | 0.677% | |
11/18/2024 | Rehmann Capital Advisory Group | 66,481 | $1.15M | 0.1% | -1.6% | 0.442% | |
|
11/15/2024 | MidWestOne Financial Group Inc. | 141,456 | $2.45M | 0.3% | +7.6% | 0.940% | |
11/15/2024 | MML Investors Services LLC | 102,229 | $1.77M | 0.0% | +10.7% | 0.679% | |
11/15/2024 | Jane Street Group LLC | 12,433 | $215K | 0.0% | -78.8% | 0.083% | |
11/15/2024 | Stifel Financial Corp | 214,153 | $3.70M | 0.0% | -2.1% | 1.423% | |
11/15/2024 | Integrated Wealth Concepts LLC | 69,621 | $1.20M | 0.0% | -33.6% | 0.463% | |
11/15/2024 | HighTower Advisors LLC | 17,501 | $302K | 0.0% | -49.0% | 0.116% | |
11/13/2024 | Freedom Investment Management Inc. | 77,262 | $1.34M | 0.1% | -2.3% | 0.513% | |
11/12/2024 | Cerity Partners LLC | 185,410 | $3.21M | 0.0% | +23.9% | 1.232% | |
11/12/2024 | M Holdings Securities Inc. | 572,659 | $9.90M | 2.5% | +7.8% | 3.805% | |
11/12/2024 | Raymond James Trust N.A. | 12,483 | $216K | 0.0% | -22.5% | 0.083% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 27,909 | $483K | 0.0% | -8.1% | 0.185% | |
10/24/2024 | Kavar Capital Partners Group LLC | 12,500 | $216K | 0.0% | N/A | 0.083% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 24,974 | $432K | 0.0% | N/A | 0.166% | |
10/24/2024 | PFG Investments LLC | 17,419 | $301K | 0.0% | -5.1% | 0.116% | |
10/23/2024 | Allworth Financial LP | 1,257,510 | $21.74M | 0.1% | +14.8% | 8.356% | |
10/22/2024 | Detalus Advisors LLC | 28,142 | $487K | 0.2% | -11.2% | 0.187% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 68,403 | $1.18M | 0.0% | -9.0% | 0.455% | |
10/9/2024 | Juncture Wealth Strategies LLC | 44,291 | $766K | 0.3% | -18.6% | 0.294% | |
10/8/2024 | MBM Wealth Consultants LLC | 32,225 | $557K | 0.2% | -2.7% | 0.214% | |
10/5/2024 | Fluent Financial LLC | 11,730 | $203K | 0.1% | N/A | 0.078% | |
10/1/2024 | IMPACTfolio LLC | 132,024 | $2.28M | 1.2% | +1.3% | 0.877% | |
9/5/2024 | Sanctuary Advisors LLC | 104,521 | $1.77M | 0.0% | N/A | 0.694% | |
8/16/2024 | MidWestOne Financial Group Inc. | 131,478 | $2.24M | 0.4% | +38.9% | 0.874% | |
8/13/2024 | Sei Investments Co. | 190,266 | $3.24M | 0.0% | +24.1% | 1.264% | |
8/9/2024 | One Capital Management LLC | 25,710 | $437K | 0.0% | -39.7% | 0.171% | |
8/8/2024 | Prosperity Consulting Group LLC | 218,623 | $3.72M | 0.5% | -7.6% | 1.453% | |
8/8/2024 | Condor Capital Management | 196,221 | $3.34M | 0.3% | +4.2% | 1.304% | |
8/7/2024 | PFG Investments LLC | 18,363 | $312K | 0.0% | -16.2% | 0.122% | |
8/1/2024 | Willis Johnson & Associates Inc. | 245,333 | $4.17M | 0.3% | +1.4% | 1.630% | |
8/1/2024 | PrairieView Partners LLC | 300,571 | $5.11M | 0.6% | -0.3% | 1.997% | |
Did You See Trump’s Manhattan Project Bombshell? (Ad) This secret document contains stunning details about Donald Trump’s very first order of business… the minute he steps back into the White House.
Because if what’s in this leaked document is even half true (and trust me, it comes from a very, very credible source)...
Trump’s first Executive Order would easily be the boldest, most mind-blowing and daring American initiative ANY U.S. President has launched in over 80 years. Click here and see for yourself. |
7/31/2024 | Commonwealth Equity Services LLC | 22,464 | $382K | 0.0% | -6.0% | 0.149% | |
7/29/2024 | FAS Wealth Partners Inc. | 36,761 | $625K | 0.1% | +2.0% | 0.244% | |
7/26/2024 | WealthShield Partners LLC | 9,962 | $169K | 0.0% | -24.1% | 0.066% | |
7/23/2024 | Vicus Capital | 12,053 | $205K | 0.0% | -73.9% | 0.080% | |
7/23/2024 | Diversified Portfolios Inc. | 93,033 | $1.58M | 0.2% | N/A | 0.618% | |
7/20/2024 | Brand Asset Management Group Inc. | 10,451 | $178K | 0.1% | N/A | 0.069% | |
7/11/2024 | Juncture Wealth Strategies LLC | 54,398 | $925K | 0.4% | -5.8% | 0.361% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 45,900 | $780K | 0.0% | +80.1% | 0.305% | |
5/17/2024 | Comerica Bank | 20,148 | $343K | 0.0% | +8.1% | 0.135% | |
5/16/2024 | Jane Street Group LLC | 1,356,703 | $23.09M | 0.0% | +146.9% | 9.105% | |
5/9/2024 | Condor Capital Management | 188,278 | $3.20M | 0.3% | +4.8% | 1.264% | |
5/7/2024 | Sei Investments Co. | 153,363 | $2.61M | 0.0% | +3.8% | 1.029% | |
5/4/2024 | PrairieView Partners LLC | 301,418 | $5.13M | 0.6% | +0.3% | 2.023% | |
5/3/2024 | Rehmann Capital Advisory Group | 68,583 | $1.17M | 0.1% | +7.9% | 0.460% | |
5/1/2024 | Janney Capital Management LLC | 148,777 | $2.53M | 0.2% | -1.2% | 0.999% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 14,688 | $250K | 0.1% | -16.6% | 0.099% | |
5/1/2024 | Prosperity Consulting Group LLC | 236,601 | $4.03M | 0.5% | N/A | 1.588% | |
4/29/2024 | FAS Wealth Partners Inc. | 36,039 | $613K | 0.1% | +6.9% | 0.242% | |
4/23/2024 | Global Retirement Partners LLC | 2,385 | $41K | 0.0% | -36.3% | 0.017% | |
4/22/2024 | PFG Investments LLC | 21,918 | $373K | 0.0% | +6.5% | 0.158% | |
4/19/2024 | Willis Johnson & Associates Inc. | 242,039 | $4.12M | 0.4% | -4.9% | 1.741% | |
4/18/2024 | Miracle Mile Advisors LLC | 16,170 | $275K | 0.0% | N/A | 0.116% | |
4/17/2024 | Vicus Capital | 46,097 | $785K | 0.1% | -3.0% | 0.332% | |
4/16/2024 | Dohj LLC | 358,373 | $6.10M | 1.6% | +44.0% | 2.578% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 40,119 | $683K | 0.0% | -9.4% | 0.289% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 25,491 | $434K | 0.0% | -7.5% | 0.167% | |
4/5/2024 | Juncture Wealth Strategies LLC | 57,718 | $982K | 0.4% | +1.6% | 0.377% | |
4/1/2024 | IMPACTfolio LLC | 130,143 | $2.22M | 1.3% | +7.6% | 0.851% | |
2/13/2024 | Joseph Group Capital Management | 14,300 | $244K | 0.1% | N/A | 0.093% | |
2/13/2024 | Jones Financial Companies Lllp | 9,828 | $168K | 0.0% | N/A | 0.064% | |
2/12/2024 | Condor Capital Management | 179,599 | $3.07M | 0.3% | +1.1% | 1.174% | |
2/12/2024 | Stifel Financial Corp | 263,153 | $4.50M | 0.0% | -1.3% | 1.720% | |
2/9/2024 | Eagle Global Advisors LLC | 28,000 | $479K | 0.0% | -9.7% | 0.183% | |
2/9/2024 | Wells Fargo & Company MN | 613,015 | $10.48M | 0.0% | +3.0% | 4.007% | |
2/8/2024 | Janney Capital Management LLC | 150,563 | $2.57M | 0.2% | -2.5% | 0.984% | |
2/8/2024 | Quotient Wealth Partners LLC | 25,920 | $443K | 0.0% | N/A | 0.169% | |
2/7/2024 | One Capital Management LLC | 42,640 | $729K | 0.0% | -30.0% | 0.279% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 17,618 | $301K | 0.1% | -27.4% | 0.115% | |
2/6/2024 | Private Advisor Group LLC | 45,306 | $774K | 0.0% | +17.3% | 0.296% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 44,286 | $757K | 0.0% | -75.0% | 0.289% | |
2/2/2024 | Dohj LLC | 248,832 | $4.25M | 1.3% | N/A | 1.626% | |
2/1/2024 | Foster & Motley Inc. | 10,755 | $184K | 0.0% | N/A | 0.070% | |
2/1/2024 | CWM LLC | 4,384 | $75K | 0.0% | N/A | 0.029% | |
2/1/2024 | Vicus Capital | 47,535 | $812K | 0.1% | -28.3% | 0.311% | |
1/30/2024 | MBM Wealth Consultants LLC | 41,739 | $712K | 0.3% | -2.6% | 0.273% | |
1/26/2024 | Cerity Partners LLC | 432,753 | $7.40M | 0.0% | +710.8% | 2.828% | |
1/26/2024 | PrairieView Partners LLC | 300,581 | $5.14M | 0.6% | +99.8% | 1.965% | |
1/24/2024 | Detalus Advisors LLC | 33,351 | $570K | 0.2% | -65.1% | 0.218% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 43,485 | $743K | 0.0% | +4.7% | 0.284% | |
1/24/2024 | Allworth Financial LP | 727,891 | $12.44M | 0.1% | -15.2% | 4.757% | |
January 29th - the next big trading catalyst to watch (Ad) Mark your calendar for January 29th.
Because on that day, I believe we could see a $2 Trillion shock INTO the market…
Unleashing more explosive moves than ever before. So please watch this video now before the hammer falls and it’s too late. |
1/24/2024 | Private Trust Co. NA | 46,196 | $789K | 0.1% | +926.8% | 0.302% | |
1/23/2024 | FAS Wealth Partners Inc. | 33,713 | $576K | 0.1% | -14.0% | 0.220% | |
1/18/2024 | Strategic Financial Concepts LLC | 11,012 | $188K | 0.1% | -13.8% | 0.072% | |
1/18/2024 | Global Retirement Partners LLC | 3,747 | $64K | 0.0% | -13.8% | 0.024% | |
1/17/2024 | PFG Investments LLC | 20,573 | $352K | 0.1% | -16.9% | 0.134% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,148 | $498K | 0.0% | +4.1% | 0.191% | |
1/16/2024 | Raymond James & Associates | 32,595 | $557K | 0.0% | +8.8% | 0.213% | |
1/12/2024 | Willis Johnson & Associates Inc. | 254,455 | $4.35M | 0.4% | +51.6% | 1.663% | |
1/11/2024 | OneAscent Financial Services LLC | 11,136 | $190K | 0.0% | N/A | 0.073% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 42,380 | $724K | 0.0% | -19.0% | 0.277% | |