4/25/2025 | Uniting Wealth Partners LLC | 22,701 | $225K | 0.1% | +39.2% | 0.000% | |
4/23/2025 | Atala Financial Inc | 147,570 | $1.46M | 1.1% | -2.0% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 64,845 | $642K | 0.0% | +3.2% | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 26,256 | $260K | 0.0% | +11.5% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 11,550 | $114K | 0.0% | N/A | 0.000% | |
4/10/2025 | Clare Market Investments LLC | 70,150 | $694K | 0.2% | +10.8% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 710,784 | $7.04M | 0.3% | +134.5% | 0.000% | |
4/9/2025 | Integrated Capital Management Inc. | 21,703 | $215K | 0.2% | +11.0% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,522,001 | $15.05M | 0.1% | +22.8% | 0.000% | |
2/17/2025 | Nuveen Asset Management LLC | 31,684 | $312K | 0.0% | +32.7% | 0.000% | |
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2/17/2025 | Logan Stone Capital LLC | 86,646 | $854K | 0.3% | +20.9% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 26,159 | $258K | 0.0% | +15.3% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 361,606 | $3.57M | 0.0% | -7.5% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 44,905 | $443K | 0.0% | -5.4% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 37,989 | $375K | 0.0% | -73.9% | 0.000% | |
2/14/2025 | Comerica Bank | 3,515 | $35K | 0.0% | +249.1% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 11,645 | $115K | 0.0% | -36.2% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 916,340 | $9.04M | 0.1% | -2.8% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 262,801 | $2.59M | 0.0% | N/A | 0.000% | |
2/13/2025 | Bank of Montreal Can | 22,220 | $219K | 0.0% | +5.1% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 115,231 | $1.14M | 0.0% | +2.0% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 70,596 | $696K | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 523,863 | $5.17M | 0.0% | -4.2% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 18,248 | $180K | 0.0% | N/A | 0.000% | |
2/12/2025 | Uniting Wealth Partners LLC | 16,304 | $161K | 0.1% | N/A | 0.000% | |
2/12/2025 | StoneX Group Inc. | 21,629 | $213K | 0.0% | N/A | 0.000% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 98,243 | $969K | 0.0% | -2.5% | 0.000% | |
2/11/2025 | LPL Financial LLC | 111,048 | $1.10M | 0.0% | +32.5% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 312,250 | $3.08M | 0.1% | +87.5% | 0.000% | |
2/10/2025 | Atala Financial Inc | 150,570 | $1.49M | 1.0% | N/A | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 28,473 | $281K | 0.0% | -21.2% | 0.000% | |
2/10/2025 | Hollencrest Capital Management | 6,236 | $61K | 0.0% | -97.9% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 39,849 | $393K | 0.0% | +45.6% | 0.000% | |
2/7/2025 | Clare Market Investments LLC | 63,310 | $624K | 0.1% | N/A | 0.000% | |
2/7/2025 | Novus Advisors LLC | 23,000 | $227K | 0.2% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 262,801 | $2.59M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 24,748 | $244K | 0.0% | +1,054.3% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 29,518 | $291K | 0.2% | N/A | 0.000% | |
2/4/2025 | Ackerman Capital Advisors LLC | 73,858 | $728K | 0.2% | +42.5% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 27,809 | $274K | 0.0% | +544.9% | 0.000% | |
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1/31/2025 | Callahan Advisors LLC | 255,263 | $2.52M | 0.2% | N/A | 0.000% | |
1/30/2025 | Scarborough Advisors LLC | 34,172 | $337K | 0.0% | N/A | 0.000% | |
1/30/2025 | WASHINGTON TRUST Co | 3,070 | $30K | 0.0% | N/A | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 364,226 | $3.59M | 0.0% | +13.9% | 0.000% | |
1/24/2025 | Spire Wealth Management | 15,000 | $148K | 0.0% | N/A | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 23,546 | $232K | 0.0% | +7.9% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 214,768 | $2.12M | 0.0% | +25.4% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 303,079 | $2.99M | 0.1% | +1,549.8% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 107,515 | $1.06M | 0.0% | +6.2% | 0.000% | |
12/3/2024 | Rivernorth Capital Management LLC | 3,454,778 | $36.52M | 1.8% | +0.2% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 15,584 | $159K | 0.0% | N/A | 0.000% | |
11/15/2024 | Rivernorth Capital Management LLC | 3,389,431 | $35.83M | 1.8% | -1.7% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 27,367 | $279K | 0.0% | +18.4% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 59,651 | $631K | 0.0% | -16.2% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 166,526 | $1.76M | 0.0% | +65.3% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 21,822 | $231K | 0.0% | +24.1% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 1,239,793 | $13.11M | 0.1% | +31.5% | 0.000% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 100,797 | $1.07M | 0.0% | -1.9% | 0.000% | |
11/6/2024 | Schrum Private Wealth Management LLC | 14,000 | $148K | 0.1% | N/A | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 4,312 | $46K | 0.0% | -27.8% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 310,904 | $3.29M | 0.0% | -1.9% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 319,909 | $3.28M | 0.0% | -2.3% | 0.000% | |
10/29/2024 | Mathes Company Inc. | 81,500 | $861K | 0.3% | +22.6% | 0.000% | |
10/24/2024 | Ackerman Capital Advisors LLC | 51,834 | $548K | 0.1% | +60.4% | 0.000% | |
10/23/2024 | Dakota Wealth Management | 171,268 | $1.81M | 0.0% | -1.8% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 18,371 | $194K | 0.0% | N/A | 0.000% | |
10/22/2024 | Signaturefd LLC | 2,550 | $27K | 0.0% | N/A | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 101,212 | $1.07M | 0.0% | -4.1% | 0.000% | |
9/23/2024 | Centaurus Financial Inc. | 34,745 | $355K | 0.0% | -24.0% | 0.000% | |
8/15/2024 | Logan Stone Capital LLC | 96,904 | $989K | 0.3% | -17.2% | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 82,739 | $845K | 0.2% | -33.7% | 0.000% | |
8/7/2024 | PFG Investments LLC | 12,128 | $124K | 0.0% | N/A | 0.000% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,500 | $26K | 0.0% | N/A | 0.000% | |
8/6/2024 | Wakefield Asset Management LLLP | 175,053 | $1.79M | 0.6% | -1.0% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 5,976 | $61K | 0.0% | N/A | 0.000% | |
8/1/2024 | Fiera Capital Corp | 316,861 | $3.24M | 0.0% | -33.0% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 327,572 | $3.35M | 0.0% | -2.9% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 39,510 | $403K | 0.0% | -17.7% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 11,000 | $112K | 0.0% | +10.0% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 11,000 | $112K | 0.0% | N/A | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 43,001 | $439K | 0.0% | +8.6% | 0.000% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 102,741 | $1.05M | 0.0% | N/A | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 140,479 | $1.43M | 0.0% | +2.2% | 0.000% | |
7/26/2024 | Ackerman Capital Advisors LLC | 32,314 | $330K | 0.1% | N/A | 0.000% | |
7/22/2024 | Dakota Wealth Management | 174,468 | $1.78M | 0.0% | -1.2% | 0.000% | |
7/15/2024 | Melfa Wealth Management Inc. | 107,650 | $1.10M | 0.8% | +6.7% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 19,391 | $198K | 0.2% | +15.3% | 0.000% | |
7/11/2024 | Wesbanco Bank Inc. | 29,518 | $301K | 0.0% | N/A | 0.000% | |
7/10/2024 | Compass Financial Group INC SD | 63,465 | $648K | 0.1% | +122.3% | 0.000% | |
5/14/2024 | Robinson Capital Management LLC | 1,190,339 | $11.86M | 4.3% | +3.1% | 0.000% | |
Trump’s Secret Social Security Plan? (Ad) In less than a decade, Social Security could be out of money. But a surprising plan from Trump’s inner circle may not just save the system — it could unlock a major opportunity for savvy investors.
Financial insider Jim Rickards calls it “Social Prosperity,” and says those who act now could see the biggest gains. Find out how Trump’s plan could rescue your retirement |
5/14/2024 | Karpus Management Inc. | 3,773,186 | $38.98M | 1.1% | -1.6% | 0.000% | |
5/7/2024 | Atomi Financial Group Inc. | 39,600 | $409K | 0.0% | N/A | 0.000% | |
5/1/2024 | Wakefield Asset Management LLLP | 176,837 | $1.83M | 0.6% | +3.4% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 337,197 | $3.48M | 0.0% | +3.6% | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 10,494 | $109K | 0.0% | -16.3% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 226,171 | $2.34M | 0.0% | +15.3% | 0.000% | |
4/11/2024 | Murphy Middleton Hinkle & Parker Inc. | 20,100 | $208K | 0.1% | -21.2% | 0.000% | |
4/11/2024 | RFG Advisory LLC | 11,400 | $118K | 0.0% | -48.2% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 104,894 | $1.08M | 0.0% | -2.2% | 0.000% | |
3/22/2024 | Livelsberger Financial Advisory | 189,248 | $1.91M | 1.7% | N/A | 0.000% | |