4/4/2025 | Webster Bank N. A. | 861 | $54K | 0.0% | N/A | 0.001% | |
4/3/2025 | Central Pacific Bank Trust Division | 28,275 | $1.78M | 0.2% | N/A | 0.047% | |
4/3/2025 | First Hawaiian Bank | 31,686 | $1.99M | 0.1% | N/A | 0.053% | |
3/19/2025 | DSG Capital Advisors LLC | 4,318 | $282K | 0.1% | N/A | 0.009% | |
2/27/2025 | Jefferies Financial Group Inc. | 29,380 | $1.92M | 0.0% | +325.8% | 0.061% | |
2/26/2025 | LM Advisors LLC | 4,000 | $261K | 0.0% | N/A | 0.008% | |
2/25/2025 | Integrated Advisors Network LLC | 8,247 | $539K | 0.0% | N/A | 0.017% | |
2/18/2025 | Investment Management Corp VA ADV | 12,138 | $793K | 0.7% | N/A | 0.025% | |
2/17/2025 | Royal Bank of Canada | 480,887 | $31.43M | 0.0% | +35.4% | 0.995% | |
2/17/2025 | Quantinno Capital Management LP | 37,213 | $2.43M | 0.0% | +42.3% | 0.077% | |
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2/17/2025 | Jefferies Financial Group Inc. | 29,380 | $1.92M | 0.0% | +325.8% | 0.061% | |
2/17/2025 | Focus Partners Wealth | 3,345 | $219K | 0.0% | N/A | 0.007% | |
2/17/2025 | Fosun International Ltd | 5,000 | $327K | 0.1% | -50.0% | 0.010% | |
2/17/2025 | Fiduciary Trust Co | 745,392 | $48.71M | 0.6% | +61.1% | 1.543% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 183,319 | $11.98M | 0.0% | +862.1% | 0.379% | |
2/17/2025 | Collar Capital Management LLC | 3,169 | $207K | 0.2% | N/A | 0.007% | |
2/17/2025 | Cubist Systematic Strategies LLC | 9,625 | $629K | 0.0% | N/A | 0.020% | |
2/17/2025 | Cetera Investment Advisers | 129,481 | $8.46M | 0.0% | +29.2% | 0.268% | |
2/17/2025 | Bank of America Corp DE | 7,680,223 | $501.90M | 0.0% | -3.7% | 15.895% | |
2/17/2025 | BNP Paribas Financial Markets | 156,483 | $10.23M | 0.0% | +46.1% | 0.324% | |
2/17/2025 | Ameriprise Financial Inc. | 20,598 | $1.35M | 0.0% | +6.0% | 0.043% | |
2/17/2025 | Advocacy Wealth Management Services LLC | 6,374 | $417K | 0.0% | N/A | 0.013% | |
2/14/2025 | Jane Street Group LLC | 9,142 | $597K | 0.0% | N/A | 0.019% | |
2/14/2025 | Tudor Investment Corp ET AL | 15,799 | $1.03M | 0.0% | -84.0% | 0.033% | |
2/14/2025 | Integrated Wealth Concepts LLC | 5,283 | $345K | 0.0% | +6.5% | 0.011% | |
2/14/2025 | Stifel Financial Corp | 8,295 | $542K | 0.0% | N/A | 0.017% | |
2/14/2025 | Tower Research Capital LLC TRC | 26,942 | $1.76M | 0.0% | N/A | 0.056% | |
2/14/2025 | Broadleaf Partners LLC | 4,841 | $316K | 0.1% | -11.8% | 0.010% | |
2/13/2025 | Marshall Wace LLP | 121,394 | $7.93M | 0.0% | N/A | 0.251% | |
2/13/2025 | NewEdge Advisors LLC | 4,585 | $300K | 0.0% | -29.8% | 0.009% | |
2/13/2025 | Synovus Financial Corp | 53,882 | $3.52M | 0.0% | -4.1% | 0.112% | |
2/13/2025 | Rockefeller Capital Management L.P. | 14,071 | $920K | 0.0% | +9.9% | 0.029% | |
2/13/2025 | Accredited Investors Inc. | 5,923 | $387K | 0.0% | -11.6% | 0.012% | |
2/13/2025 | Raymond James Financial Inc. | 113,382 | $7.41M | 0.0% | N/A | 0.235% | |
2/13/2025 | Renaissance Technologies LLC | 42,900 | $2.80M | 0.0% | +680.0% | 0.089% | |
2/13/2025 | Bank of Montreal Can | 6,923 | $452K | 0.0% | -46.5% | 0.014% | |
2/13/2025 | Cerity Partners LLC | 5,649 | $369K | 0.0% | +12.5% | 0.012% | |
2/13/2025 | Envestnet Asset Management Inc. | 89,442 | $5.85M | 0.0% | +534.0% | 0.185% | |
2/13/2025 | Wells Fargo & Company MN | 366,186 | $23.93M | 0.0% | +19.7% | 0.758% | |
2/12/2025 | Alliancebernstein L.P. | 3,335 | $218K | 0.0% | N/A | 0.007% | |
Your Retirement Is Caught in the Crossfire (Ad) When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839.
Now… as new tariffs take effect, gold is breaking records again.
You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER. Go Here to Learn What's Happening and How to Prepare >> |
2/12/2025 | Hazlett Burt & Watson Inc. | 19,613 | $1.29M | 0.6% | +18.6% | 0.041% | |
2/12/2025 | Delos Wealth Advisors LLC | 33,842 | $2.21M | 1.8% | +11.4% | 0.070% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 45,732 | $2.99M | 0.3% | +2.5% | 0.095% | |
2/12/2025 | Nomura Asset Management Co. Ltd. | 74,600 | $4.88M | 0.0% | +50.7% | 0.154% | |
2/12/2025 | Blair William & Co. IL | 35,031 | $2.29M | 0.0% | +8,046.7% | 0.072% | |
2/12/2025 | LM Advisors LLC | 4,000 | $261K | 0.0% | N/A | 0.008% | |
2/12/2025 | JPMorgan Chase & Co. | 47,541 | $3.11M | 0.0% | -95.5% | 0.098% | |
2/11/2025 | Congress Wealth Management LLC DE | 976,015 | $63.78M | 0.9% | -1.4% | 2.020% | |
2/11/2025 | LPL Financial LLC | 346,539 | $22.65M | 0.0% | +47.4% | 0.717% | |
2/11/2025 | Simplex Trading LLC | 5,590 | $365K | 0.0% | +15,427.8% | 0.012% | |
2/11/2025 | Guardian Partners Inc. | 275,752 | $18.30M | 1.9% | N/A | 0.571% | |
2/11/2025 | Lowe Brockenbrough & Co. Inc. | 109,845 | $7.18M | 0.5% | +2.0% | 0.227% | |
2/11/2025 | ProVise Management Group LLC | 46,754 | $3.06M | 0.3% | -3.5% | 0.097% | |
2/10/2025 | Horizon Investments LLC | 391,717 | $25.60M | 0.7% | N/A | 0.811% | |
2/10/2025 | GLOBALT Investments LLC GA | 10,787 | $705K | 0.0% | -3.4% | 0.022% | |
2/10/2025 | Corient Private Wealth LLC | 3,074 | $201K | 0.0% | -60.8% | 0.006% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 14,252 | $931K | 0.0% | N/A | 0.029% | |
2/10/2025 | Commonwealth Equity Services LLC | 36,352 | $2.38M | 0.0% | -10.6% | 0.075% | |
2/10/2025 | Farther Finance Advisors LLC | 7,519 | $491K | 0.0% | -7.3% | 0.016% | |
2/7/2025 | HighTower Advisors LLC | 5,863 | $383K | 0.0% | +13.5% | 0.012% | |
2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 2,900 | $209K | 0.0% | N/A | 0.006% | |
2/6/2025 | One Capital Management LLC | 57,579 | $3.76M | 0.1% | N/A | 0.120% | |
2/6/2025 | Raymond James Financial Inc. | 113,382 | $7.41M | 0.0% | N/A | 0.236% | |
2/6/2025 | Atria Investments Inc | 7,682 | $502K | 0.0% | -7.6% | 0.016% | |
2/6/2025 | Clal Insurance Enterprises Holdings Ltd | 2,950,000 | $192.78M | 1.7% | +961.2% | 6.137% | |
2/6/2025 | Jones Financial Companies Lllp | 2,876 | $188K | 0.0% | +143.5% | 0.006% | |
2/5/2025 | Fisher Asset Management LLC | 2,792,499 | $182.49M | 0.1% | +10.4% | 5.809% | |
2/4/2025 | Avalon Capital Management | 36,341 | $2.38M | 0.8% | N/A | 0.076% | |
2/4/2025 | Bank of New York Mellon Corp | 85,624 | $5.60M | 0.0% | -76.1% | 0.178% | |
2/4/2025 | Addison Advisors LLC | 28,679 | $1.87M | 0.5% | +1.7% | 0.060% | |
2/4/2025 | Wharton Business Group LLC | 1,799,937 | $117.63M | 5.3% | -9.4% | 3.744% | |
2/4/2025 | Mainstay Capital Management LLC ADV | 16,326 | $1.07M | 0.2% | N/A | 0.034% | |
2/4/2025 | Y Intercept Hong Kong Ltd | 9,788 | $640K | 0.0% | +110.8% | 0.020% | |
2/3/2025 | Leuthold Group LLC | 11,180 | $731K | 0.1% | N/A | 0.023% | |
2/3/2025 | WP Advisors LLC | 92,258 | $6.03M | 2.0% | -0.8% | 0.192% | |
2/3/2025 | One Day In July LLC | 8,529 | $557K | 0.1% | -4.0% | 0.018% | |
2/3/2025 | Private Advisor Group LLC | 7,008 | $458K | 0.0% | N/A | 0.015% | |
2/3/2025 | Good Life Advisors LLC | 67,557 | $4.42M | 0.3% | -49.4% | 0.141% | |
1/31/2025 | Valley Wealth Managers Inc. | 211,758 | $13.84M | 1.0% | +4.3% | 0.440% | |
1/31/2025 | Truist Financial Corp | 17,600 | $1.15M | 0.0% | -1.7% | 0.037% | |
1/31/2025 | Sanctuary Advisors LLC | 9,362 | $669K | 0.0% | -4.8% | 0.019% | |
1/31/2025 | J.W. Cole Advisors Inc. | 3,503 | $229K | 0.0% | N/A | 0.007% | |
1/30/2025 | Montag A & Associates Inc. | 4,250 | $278K | 0.0% | N/A | 0.009% | |
1/30/2025 | Attessa Capital LLC | 59,570 | $3.89M | 2.7% | N/A | 0.124% | |
1/29/2025 | Summit Trail Advisors LLC | 306,642 | $20.04M | 0.7% | N/A | 0.638% | |
1/28/2025 | Thompson Investment Management Inc. | 833 | $54K | 0.0% | N/A | 0.002% | |
1/28/2025 | Wilmington Savings Fund Society FSB | 4,385 | $287K | 0.0% | +6.4% | 0.009% | |
1/28/2025 | Quattro Financial Advisors LLC | 24,168 | $1.69M | 0.4% | -0.8% | 0.050% | |
1/28/2025 | Migdal Insurance & Financial Holdings Ltd. | 2,670,150 | $174.49M | 2.5% | +1,780,000.0% | 5.503% | |
1/28/2025 | Ledyard National Bank | 295,318 | $19.30M | 1.8% | -9.7% | 0.609% | |
Your Retirement Is Caught in the Crossfire (Ad) When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839.
Now… as new tariffs take effect, gold is breaking records again.
You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER. Go Here to Learn What's Happening and How to Prepare >> |
1/27/2025 | Financial Advocates Investment Management | 32,790 | $2.14M | 0.1% | N/A | 0.068% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 10,504 | $686K | 0.0% | +1.7% | 0.022% | |
1/27/2025 | Tanager Wealth Management LLP | 6,057 | $396K | 0.1% | N/A | 0.012% | |
1/27/2025 | RFG Holdings Inc. | 190,651 | $12.46M | 4.1% | -6.0% | 0.393% | |
1/27/2025 | Tranquilli Financial Advisor LLC | 4,320 | $282K | 0.2% | N/A | 0.009% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 16,866 | $1.10M | 0.0% | N/A | 0.039% | |
1/24/2025 | Spire Wealth Management | 2,793 | $183K | 0.0% | +371.0% | 0.006% | |
1/24/2025 | Chicago Partners Investment Group LLC | 3,163 | $210K | 0.0% | N/A | 0.007% | |
1/23/2025 | Custom Index Systems LLC | 4,116 | $269K | 0.1% | N/A | 0.009% | |
1/23/2025 | Fifth Third Securities Inc. | 3,599 | $235K | 0.0% | -11.4% | 0.008% | |