8/1/2025 | Ferguson Shapiro LLC | 9,178 | $210K | 0.1% | N/A | 0.015% | |
8/1/2025 | Redmond Asset Management LLC | 15,012 | $343K | 0.1% | -15.5% | 0.024% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,978,349 | $68.06M | 0.0% | -1.6% | 4.818% | |
7/30/2025 | TFB Advisors LLC | 35,773 | $817K | 0.2% | -6.9% | 0.058% | |
7/30/2025 | Brookstone Capital Management | 42,281 | $966K | 0.0% | +4.1% | 0.069% | |
7/30/2025 | D.A. Davidson & CO. | 2,486,389 | $56.81M | 0.4% | +3.3% | 4.051% | |
7/30/2025 | IMG Wealth Management Inc. | 4,259 | $97K | 0.1% | +16.6% | 0.007% | |
7/29/2025 | Balboa Wealth Partners | 51,443 | $1.18M | 0.2% | N/A | 0.084% | |
7/29/2025 | Private Trust Co. NA | 10,353 | $237K | 0.0% | +10.7% | 0.017% | |
7/28/2025 | Harbour Investments Inc. | 124,275 | $2.84M | 0.1% | -1.1% | 0.203% | |
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7/28/2025 | Davidson Trust Co. | 88,484 | $2.02M | 0.9% | +4.8% | 0.144% | |
7/28/2025 | RFG Advisory LLC | 19,333 | $442K | 0.0% | -53.1% | 0.032% | |
7/25/2025 | Atria Wealth Solutions Inc. | 60,697 | $1.39M | 0.0% | -64.7% | 0.100% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 39,370 | $900K | 0.0% | -62.5% | 0.065% | |
7/25/2025 | CWM LLC | 310,505 | $7.10M | 0.0% | +22.9% | 0.510% | |
7/25/2025 | Concurrent Investment Advisors LLC | 93,363 | $2.13M | 0.0% | +17.5% | 0.153% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 16,497 | $377K | 0.0% | -23.8% | 0.027% | |
7/24/2025 | IFP Advisors Inc | 24,610 | $562K | 0.0% | -3.0% | 0.041% | |
7/23/2025 | RiverTree Advisors LLC | 201,047 | $4.59M | 3.1% | +182.0% | 0.334% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 49,180 | $1.12M | 0.1% | -64.2% | 0.082% | |
7/23/2025 | Gentry Private Wealth LLC | 31,258 | $714K | 0.5% | +2.6% | 0.052% | |
7/23/2025 | Sachetta LLC | 12,870 | $294K | 0.1% | N/A | 0.021% | |
7/22/2025 | DAVENPORT & Co LLC | 10,957 | $250K | 0.0% | N/A | 0.018% | |
7/22/2025 | Ergawealth Advisors Inc. | 369,549 | $8.44M | 3.8% | N/A | 0.614% | |
7/22/2025 | Accel Wealth Management | 50,749 | $1.16M | 0.4% | -1.0% | 0.084% | |
7/21/2025 | Ameritas Advisory Services LLC | 233,868 | $5.34M | 0.3% | -14.0% | 0.388% | |
7/18/2025 | Truist Financial Corp | 94,565 | $2.16M | 0.0% | +11.8% | 0.158% | |
7/17/2025 | Janney Capital Management LLC | 129,298 | $2.95M | 0.2% | -0.6% | 0.215% | |
7/17/2025 | Janney Montgomery Scott LLC | 786,087 | $17.96M | 0.0% | +13.4% | 1.310% | |
7/17/2025 | Avior Wealth Management LLC | 67,364 | $1.54M | 0.1% | -7.2% | 0.112% | |
7/16/2025 | Independent Wealth Network Inc. | 22,575 | $516K | 0.2% | -6.9% | 0.038% | |
7/16/2025 | ORG Partners LLC | 2,000 | $46K | 0.0% | -75.0% | 0.003% | |
7/16/2025 | Novem Group | 11,216 | $256K | 0.0% | N/A | 0.019% | |
7/16/2025 | Perigon Wealth Management LLC | 11,719 | $268K | 0.0% | -11.5% | 0.020% | |
7/15/2025 | LVZ Inc. | 61,940 | $1.42M | 0.2% | +3.6% | 0.103% | |
7/14/2025 | AdvisorNet Financial Inc | 3,508 | $80K | 0.0% | +84.6% | 0.006% | |
7/14/2025 | Main Line Retirement Advisors LLC | 41,800 | $955K | 0.5% | N/A | 0.069% | |
7/11/2025 | Quad Cities Investment Group LLC | 50,685 | $1.16M | 0.5% | +8.1% | 0.085% | |
7/11/2025 | Farther Finance Advisors LLC | 71,644 | $1.64M | 0.0% | N/A | 0.119% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 233,154 | $5.35M | 0.0% | -0.9% | 0.389% | |
The Altcoin That Could be Poised to Benefit Most from Trump’s Return (Ad) With Trump back in office, the crypto tide is turning fast. Regulation is easing. Momentum is building. And according to Weiss Ratings analyst Juan Villaverde, a major shift is coming.
Juan has nailed every major Bitcoin move since 2012—but right now, he says the biggest upside isn’t in BTC or ETH. It’s in a lesser-known altcoin he believes could become the “third pillar of crypto”… and potentially define America’s first true crypto presidency. See why Washington insiders are quietly buying this coin before it goes public. |
7/10/2025 | Sovran Advisors LLC | 36,139 | $826K | 0.1% | -10.1% | 0.060% | |
7/9/2025 | Channel Wealth LLC | 15,129 | $346K | 0.1% | +8.6% | 0.025% | |
7/9/2025 | Presidio Capital Management LLC | 19,863 | $454K | 0.2% | +5.3% | 0.033% | |
7/8/2025 | Elevation Wealth Partners LLC | 187,621 | $4.29M | 1.7% | +0.8% | 0.313% | |
7/1/2025 | Private Client Services LLC | 15,483 | $354K | 0.1% | +49.2% | 0.027% | |
6/27/2025 | Goldman Sachs Group Inc. | 41,207 | $901K | 0.0% | N/A | 0.073% | |
5/21/2025 | Geneos Wealth Management Inc. | 29,105 | $636K | 0.0% | +4.7% | 0.052% | |
5/20/2025 | Integrity Alliance LLC. | 13,660 | $299K | 0.0% | N/A | 0.024% | |
5/19/2025 | Jane Street Group LLC | 84,413 | $1.85M | 0.0% | +13.0% | 0.150% | |
5/16/2025 | Arete Wealth Advisors LLC | 12,374 | $270K | 0.0% | +17.6% | 0.022% | |
5/16/2025 | Goldman Sachs Group Inc. | 41,207 | $901K | 0.0% | N/A | 0.073% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 21,342 | $467K | 0.3% | +24.2% | 0.038% | |
5/16/2025 | NewEdge Advisors LLC | 45,052 | $985K | 0.0% | +31.9% | 0.080% | |
5/16/2025 | Integrated Wealth Concepts LLC | 133,568 | $2.92M | 0.0% | +9.7% | 0.237% | |
5/16/2025 | Concorde Asset Management LLC | 9,695 | $206K | 0.1% | N/A | 0.017% | |
5/16/2025 | AQR Capital Management LLC | 22,739 | $497K | 0.0% | N/A | 0.040% | |
5/15/2025 | Royal Bank of Canada | 684,753 | $14.97M | 0.0% | +18.7% | 1.214% | |
5/15/2025 | OLD Mission Capital LLC | 10,121 | $221K | 0.0% | -71.7% | 0.018% | |
5/14/2025 | CreativeOne Wealth LLC | 296,207 | $6.48M | 0.2% | +27.5% | 0.525% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 86,487 | $1.89M | 0.0% | -12.1% | 0.153% | |
5/14/2025 | Kestra Advisory Services LLC | 67,073 | $1.47M | 0.0% | -2.1% | 0.119% | |
5/14/2025 | Barnes Wealth Management Group Inc | 11,750 | $257K | 0.2% | +9.1% | 0.021% | |
5/14/2025 | TFB Advisors LLC | 38,409 | $840K | 0.2% | +10.9% | 0.068% | |
5/14/2025 | Capital Analysts LLC | 12,117 | $265K | 0.0% | +7.7% | 0.021% | |
5/13/2025 | Valley Brook Capital Group Inc. | 11,153 | $244K | 0.2% | +15.9% | 0.020% | |
5/13/2025 | Tyler Stone Wealth Management | 15,955 | $349K | 0.1% | +13.8% | 0.028% | |
5/13/2025 | Raymond James Financial Inc. | 3,069,881 | $67.11M | 0.0% | +27.3% | 5.441% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 33,904 | $741K | 0.1% | +26.6% | 0.060% | |
5/13/2025 | Redmond Asset Management LLC | 17,763 | $388K | 0.1% | +5.6% | 0.031% | |
5/13/2025 | Core Wealth Partners LLC | 25,679 | $561K | 0.3% | +47.1% | 0.046% | |
5/12/2025 | Benjamin Edwards Inc. | 33,223 | $726K | 0.0% | -5.9% | 0.059% | |
5/9/2025 | Atria Wealth Solutions Inc. | 171,881 | $3.76M | 0.0% | -0.7% | 0.305% | |
5/8/2025 | Pasadena Private Wealth LLC | 19,850 | $434K | 0.1% | N/A | 0.035% | |
5/8/2025 | Harbour Investments Inc. | 125,608 | $2.75M | 0.1% | -21.8% | 0.223% | |
5/8/2025 | Marshall Investment Management LLC | 16,716 | $365K | 0.2% | +11.6% | 0.030% | |
5/7/2025 | LPL Financial LLC | 6,559,349 | $143.39M | 0.1% | +18.7% | 11.626% | |
5/6/2025 | Assetmark Inc. | 9,144 | $200K | 0.0% | -72.4% | 0.016% | |
5/6/2025 | Cetera Investment Advisers | 692,184 | $15.13M | 0.0% | +20.3% | 1.227% | |
5/6/2025 | Avantax Advisory Services Inc. | 130,685 | $2.86M | 0.0% | +42.6% | 0.232% | |
5/6/2025 | Advisor OS LLC | 328,493 | $7.18M | 0.8% | N/A | 0.582% | |
5/6/2025 | AE Wealth Management LLC | 33,660 | $736K | 0.0% | -24.5% | 0.060% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 19,180 | $419K | 0.2% | +33.5% | 0.034% | |
5/5/2025 | Treasure Coast Financial Planning | 21,919 | $479K | 0.3% | +24.3% | 0.039% | |
5/5/2025 | IFP Advisors Inc | 25,371 | $555K | 0.0% | +13.9% | 0.045% | |
5/5/2025 | Kestra Private Wealth Services LLC | 45,576 | $996K | 0.0% | +48.0% | 0.081% | |
5/5/2025 | PCG Wealth Advisors LLC | 136,513 | $2.98M | 1.0% | -7.0% | 0.242% | |
5/5/2025 | ARQ Wealth Advisors LLC | 117,263 | $2.56M | 1.0% | +57.3% | 0.208% | |
5/5/2025 | Private Advisor Group LLC | 14,632 | $320K | 0.0% | +5.7% | 0.026% | |
5/2/2025 | Independent Wealth Network Inc. | 24,261 | $530K | 0.2% | +2.4% | 0.042% | |
5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 53,118 | $1.16M | 1.2% | +16.8% | 0.093% | |
The Altcoin That Could be Poised to Benefit Most from Trump’s Return (Ad) With Trump back in office, the crypto tide is turning fast. Regulation is easing. Momentum is building. And according to Weiss Ratings analyst Juan Villaverde, a major shift is coming.
Juan has nailed every major Bitcoin move since 2012—but right now, he says the biggest upside isn’t in BTC or ETH. It’s in a lesser-known altcoin he believes could become the “third pillar of crypto”… and potentially define America’s first true crypto presidency. See why Washington insiders are quietly buying this coin before it goes public. |
5/2/2025 | SBI Securities Co. Ltd. | 1,719 | $38K | 0.0% | +45.1% | 0.003% | |
5/2/2025 | Sigma Planning Corp | 15,984 | $349K | 0.0% | +34.6% | 0.028% | |
5/1/2025 | CWM LLC | 252,611 | $5.52M | 0.0% | +6.3% | 0.441% | |
4/30/2025 | MJP Associates Inc. ADV | 328,493 | $7.18M | 1.3% | N/A | 0.574% | |
4/30/2025 | Stratos Wealth Partners LTD. | 9,298 | $203K | 0.0% | N/A | 0.016% | |
4/29/2025 | Envestnet Asset Management Inc. | 3,027,842 | $66.19M | 0.0% | +820.0% | 5.287% | |
4/29/2025 | Concurrent Investment Advisors LLC | 79,456 | $1.74M | 0.0% | +165.9% | 0.139% | |
4/29/2025 | Capital Investment Advisory Services LLC | 94,182 | $2.06M | 0.2% | +21.2% | 0.164% | |
4/29/2025 | OneDigital Investment Advisors LLC | 79,798 | $1.74M | 0.0% | +2.9% | 0.139% | |
4/29/2025 | Davidson Trust Co. | 84,414 | $1.85M | 0.9% | N/A | 0.147% | |