8/15/2025 | Modern Wealth Management LLC | 685,653 | $25.89M | 0.7% | +7.3% | 11.822% | |
8/15/2025 | Great Valley Advisor Group Inc. | 5,595 | $211K | 0.0% | N/A | 0.096% | |
8/15/2025 | Bank of America Corp DE | 653,440 | $24.67M | 0.0% | -6.1% | 11.266% | |
8/15/2025 | Ameriprise Financial Inc. | 12,373 | $467K | 0.0% | +10.2% | 0.213% | |
8/14/2025 | Jane Street Group LLC | 51,723 | $1.95M | 0.0% | -35.3% | 0.892% | |
8/14/2025 | Raymond James Financial Inc. | 31,666 | $1.20M | 0.0% | +7.3% | 0.546% | |
8/14/2025 | Sei Investments Co. | 6,439 | $243K | 0.0% | N/A | 0.111% | |
8/14/2025 | Qube Research & Technologies Ltd | 1,331 | $50K | 0.0% | +575.6% | 0.023% | |
8/13/2025 | Flow Traders U.S. LLC | 47,054 | $1.78M | 0.1% | N/A | 0.811% | |
8/13/2025 | Lido Advisors LLC | 49,821 | $1.88M | 0.0% | -28.6% | 0.859% | |
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8/8/2025 | Cetera Investment Advisers | 11,099 | $419K | 0.0% | -5.9% | 0.191% | |
8/8/2025 | PNC Financial Services Group Inc. | 404,749 | $15.28M | 0.0% | -13.1% | 6.978% | |
7/29/2025 | Stratos Wealth Partners LTD. | 11,730 | $443K | 0.0% | -8.6% | 0.199% | |
7/28/2025 | Moran Wealth Management LLC | 15,945 | $602K | 0.0% | +90.9% | 0.271% | |
7/25/2025 | Apollon Financial LLC | 13,554 | $512K | 0.1% | -2.2% | 0.231% | |
7/25/2025 | Apollon Wealth Management LLC | 16,294 | $615K | 0.0% | -1.7% | 0.277% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 64,266 | $2.43M | 0.1% | +3.2% | 1.093% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 48,000 | $1.81M | 0.0% | -14.3% | 0.814% | |
7/14/2025 | Armstrong Advisory Group Inc. | 6,184 | $234K | 0.0% | -8.1% | 0.104% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,216 | $239K | 0.0% | N/A | 0.105% | |
7/9/2025 | Fiduciary Alliance LLC | 6,862 | $259K | 0.0% | +9.6% | 0.116% | |
6/2/2025 | Modern Wealth Management LLC | 638,708 | $21.04M | 0.7% | +4.4% | 10.419% | |
5/19/2025 | Jane Street Group LLC | 80,000 | $2.64M | 0.0% | +213.5% | 1.274% | |
5/15/2025 | Family Office Research LLC | 38,858 | $1.28M | 0.6% | -8.0% | 0.619% | |
5/15/2025 | Royal Bank of Canada | 25,396 | $837K | 0.0% | +1.6% | 0.404% | |
5/9/2025 | PNC Financial Services Group Inc. | 465,994 | $15.35M | 0.0% | -0.8% | 7.420% | |
5/8/2025 | Clearwater Capital Advisors LLC | 362,618 | $11.95M | 1.2% | +2.4% | 5.774% | |
5/7/2025 | LPL Financial LLC | 122,597 | $4.04M | 0.0% | -22.4% | 1.952% | |
5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 24,080 | $797K | 0.0% | -3.1% | 0.383% | |
5/2/2025 | Apollon Financial LLC | 13,858 | $456K | 0.1% | -6.3% | 0.219% | |
5/2/2025 | Apollon Wealth Management LLC | 16,571 | $546K | 0.0% | -5.0% | 0.262% | |
4/30/2025 | Principal Securities Inc. | 157,134 | $5.48M | 0.1% | +1.3% | 2.482% | |
4/30/2025 | Stratos Wealth Partners LTD. | 12,834 | $423K | 0.0% | -17.8% | 0.203% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 56,000 | $1.84M | 0.0% | -27.3% | 0.885% | |
4/23/2025 | Moran Wealth Management LLC | 8,351 | $275K | 0.0% | N/A | 0.132% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,148 | $664K | 0.0% | -20.1% | 0.318% | |
4/17/2025 | Highline Wealth Partners LLC | 812 | $27K | 0.0% | -33.2% | 0.013% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 62,281 | $2.05M | 0.1% | +2.3% | 0.984% | |
4/14/2025 | Wedmont Private Capital | 13,653 | $412K | 0.0% | N/A | 0.216% | |
2/17/2025 | Focus Partners Wealth | 8,231 | $287K | 0.0% | -13.1% | 0.127% | |
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2/17/2025 | Cetera Investment Advisers | 11,712 | $409K | 0.0% | -9.4% | 0.180% | |
2/17/2025 | Citadel Advisors LLC | 17,596 | $614K | 0.0% | N/A | 0.271% | |
2/17/2025 | Bank of America Corp DE | 709,647 | $24.77M | 0.0% | +1.2% | 10.934% | |
2/17/2025 | Ameriprise Financial Inc. | 12,836 | $448K | 0.0% | -12.5% | 0.198% | |
2/14/2025 | Jane Street Group LLC | 25,519 | $891K | 0.0% | -63.8% | 0.393% | |
2/14/2025 | Lido Advisors LLC | 82,016 | $2.88M | 0.0% | -11.4% | 1.264% | |
2/14/2025 | Susquehanna International Group LLP | 62,219 | $2.17M | 0.0% | -22.2% | 0.959% | |
2/13/2025 | Resurgent Financial Advisors LLC | 6,056 | $211K | 0.1% | -7.7% | 0.093% | |
2/13/2025 | Mariner LLC | 21,499 | $750K | 0.0% | +2.6% | 0.331% | |
2/13/2025 | Family Office Research LLC | 42,258 | $1.48M | 0.6% | N/A | 0.651% | |
2/13/2025 | Raymond James Financial Inc. | 67,826 | $2.37M | 0.0% | N/A | 1.045% | |
2/13/2025 | Advisory Services Network LLC | 6,120 | $214K | 0.0% | +4.8% | 0.094% | |
2/13/2025 | Wells Fargo & Company MN | 41,837 | $1.46M | 0.0% | -11.8% | 0.645% | |
2/12/2025 | Summit Financial LLC | 9,190 | $322K | 0.0% | N/A | 0.142% | |
2/11/2025 | Modern Wealth Management LLC | 620,872 | $22.42M | 0.8% | N/A | 9.567% | |
2/11/2025 | LPL Financial LLC | 157,966 | $5.51M | 0.0% | -7.1% | 2.434% | |
2/10/2025 | Clearwater Capital Advisors LLC | 354,273 | $12.36M | 1.2% | -3.7% | 5.459% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 1,606 | $56K | 0.0% | -60.0% | 0.025% | |
2/10/2025 | Commonwealth Equity Services LLC | 17,441 | $609K | 0.0% | -13.0% | 0.269% | |
2/7/2025 | HighTower Advisors LLC | 23,560 | $822K | 0.0% | +7.4% | 0.363% | |
2/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 24,855 | $868K | 0.0% | -3.6% | 0.383% | |
2/7/2025 | PNC Financial Services Group Inc. | 469,527 | $16.39M | 0.0% | -9.4% | 7.235% | |
2/6/2025 | Raymond James Financial Inc. | 67,826 | $2.37M | 0.0% | N/A | 1.045% | |
1/31/2025 | Atria Wealth Solutions Inc. | 11,864 | $415K | 0.0% | +96.2% | 0.181% | |
1/31/2025 | Truist Financial Corp | 25,622 | $894K | 0.0% | -16.7% | 0.392% | |
1/31/2025 | Macroview Investment Management LLC | 5,788 | $202K | 0.2% | -16.0% | 0.089% | |
1/30/2025 | Principal Securities Inc. | 155,144 | $5.42M | 0.1% | -9.5% | 2.372% | |
1/28/2025 | Apollon Wealth Management LLC | 17,450 | $609K | 0.0% | N/A | 0.267% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 77,000 | $2.69M | 0.0% | +15.9% | 1.177% | |
1/27/2025 | Stratos Wealth Partners LTD. | 15,613 | $545K | 0.0% | -12.5% | 0.239% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 60,900 | $2.13M | 0.1% | +3.3% | 0.927% | |
1/14/2025 | Armstrong Advisory Group Inc. | 6,726 | $235K | 0.0% | -23.5% | 0.102% | |
1/13/2025 | Fiduciary Alliance LLC | 6,011 | $210K | 0.0% | -7.7% | 0.091% | |
1/10/2025 | Highline Wealth Partners LLC | 1,216 | $42K | 0.0% | -42.1% | 0.018% | |
11/15/2024 | MML Investors Services LLC | 9,206 | $320K | 0.0% | -46.4% | 0.136% | |
11/15/2024 | Jane Street Group LLC | 70,588 | $2.45M | 0.0% | -8.5% | 1.041% | |
11/15/2024 | Resurgent Financial Advisors LLC | 6,559 | $228K | 0.1% | -13.8% | 0.097% | |
11/14/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 25,777 | $907K | 0.0% | +4.9% | 0.380% | |
11/13/2024 | Glenmede Trust Co. NA | 6,793 | $236K | 0.0% | -21.4% | 0.100% | |
11/13/2024 | Prosperity Financial Group Inc. | 10,763 | $374K | 0.2% | -11.0% | 0.159% | |
11/8/2024 | PNC Financial Services Group Inc. | 518,505 | $18.01M | 0.0% | -14.8% | 7.648% | |
11/5/2024 | Apollon Financial LLC | 14,552 | $506K | 0.1% | N/A | 0.215% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 4,018 | $140K | 0.0% | -27.7% | 0.058% | |
10/28/2024 | Principal Securities Inc. | 171,518 | $5.96M | 0.1% | -1.8% | 2.471% | |
10/25/2024 | Highline Wealth Partners LLC | 2,101 | $73K | 0.0% | N/A | 0.030% | |
10/24/2024 | Smithbridge Asset Management Inc. DE | 24,181 | $840K | 0.1% | -4.9% | 0.348% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 66,460 | $2.33M | 0.0% | +119.3% | 0.958% | |
10/23/2024 | Values First Advisors Inc. | 1,302 | $45K | 0.0% | N/A | 0.019% | |
10/22/2024 | Macroview Investment Management LLC | 6,887 | $239K | 0.2% | -8.7% | 0.099% | |
10/11/2024 | Fiduciary Alliance LLC | 6,514 | $226K | 0.0% | -13.9% | 0.093% | |
[No Brainer Gold Play]: “Show me a better investment.” (Ad) A Historic Gold Announcement Is About to Rock Wall Street?
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Click here to get Garrett’s Top Four picks now. |
10/9/2024 | Patten Group Inc. | 9,251 | $321K | 0.1% | -35.7% | 0.132% | |
8/21/2024 | Truist Financial Corp | 27,204 | $977K | 0.0% | +3.0% | 0.369% | |
8/15/2024 | Prairie Wealth Advisors Inc. | 7,073 | $254K | 0.1% | -20.8% | 0.096% | |
8/6/2024 | Clearwater Capital Advisors LLC | 362,333 | $13.01M | 1.4% | -3.0% | 4.910% | |
7/31/2024 | Commonwealth Equity Services LLC | 20,970 | $753K | 0.0% | +5.7% | 0.284% | |
7/30/2024 | International Assets Investment Management LLC | 1,400 | $50K | 0.0% | N/A | 0.019% | |
7/29/2024 | Great Diamond Partners LLC | 47,170 | $1.69M | 0.4% | -1.1% | 0.639% | |
7/29/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 24,567 | $877K | 0.0% | -1.4% | 0.333% | |
7/26/2024 | Crew Capital Management Ltd. | 8,795 | $316K | 0.3% | +20.6% | 0.119% | |
7/26/2024 | Patten Group Inc. | 14,382 | $516K | 0.1% | -23.6% | 0.195% | |