4/25/2025 | Waterfront Wealth Inc. | 112,252 | $2.38M | 0.6% | -4.2% | 0.000% | |
4/25/2025 | WealthBridge Capital Management LLC | 227,380 | $4.83M | 1.4% | -2.6% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 1,359,182 | $28.86M | 0.1% | +1.8% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 5,090 | $108K | 0.0% | -37.4% | 0.000% | |
4/23/2025 | Narwhal Capital Management | 423,311 | $8.99M | 0.8% | -3.1% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,997 | $318K | 0.0% | +28.4% | 0.000% | |
4/22/2025 | Petra Financial Advisors Inc. | 24,095 | $512K | 0.4% | +58.6% | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 30,311 | $644K | 0.0% | +39.9% | 0.000% | |
4/21/2025 | Riverbridge Partners LLC | 38,519 | $818K | 0.0% | +10.7% | 0.000% | |
4/21/2025 | Walter & Keenan Wealth Management LLC IN ADV | 103,686 | $2.20M | 0.7% | -9.0% | 0.000% | |
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4/17/2025 | Janney Montgomery Scott LLC | 25,750 | $547K | 0.0% | -2.8% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 70,482 | $1.50M | 0.0% | +2.0% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 6,436 | $137K | 0.1% | -14.3% | 0.000% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 12,273 | $261K | 0.0% | -29.7% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 95,516 | $2.03M | 0.0% | +20.4% | 0.000% | |
4/14/2025 | LexAurum Advisors LLC | 47,326 | $1.01M | 0.2% | -15.9% | 0.000% | |
4/10/2025 | Maltin Wealth Management Inc. | 113,410 | $2.41M | 1.1% | +12.1% | 0.000% | |
4/10/2025 | Amplius Wealth Advisors LLC | 105,210 | $2.23M | 0.2% | -2.6% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 373,274 | $7.93M | 0.4% | +3.9% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 475,134 | $10.09M | 0.2% | -0.4% | 0.000% | |
4/9/2025 | Integrated Capital Management Inc. | 19,186 | $407K | 0.3% | +25.7% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 69,082 | $1.42M | 0.0% | +64.2% | 0.000% | |
3/14/2025 | Hara Capital LLC | 96,322 | $1.98M | 1.3% | -64.7% | 0.000% | |
2/27/2025 | Jefferies Financial Group Inc. | 25,020 | $515K | 0.0% | -3.1% | 0.000% | |
2/17/2025 | Saba Capital Management L.P. | 539,880 | $11.12M | 0.3% | +41.2% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 958,519 | $19.74M | 0.1% | +92.6% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 15,500 | $319K | 0.0% | N/A | 0.000% | |
2/17/2025 | Logan Stone Capital LLC | 855,041 | $17.61M | 5.9% | -11.8% | 0.000% | |
2/17/2025 | Jefferies Financial Group Inc. | 25,020 | $515K | 0.0% | -3.1% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 12,173 | $251K | 0.0% | -4.6% | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 13,539 | $279K | 0.0% | N/A | 0.000% | |
2/17/2025 | Chapman Financial Group LLC | 2,000 | $41K | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 61,930 | $1.28M | 0.0% | -3.9% | 0.000% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 147,253 | $3.03M | 0.6% | +7.0% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 848,019 | $17.46M | 0.0% | -16.1% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 88,644 | $1.83M | 0.0% | -0.9% | 0.000% | |
2/17/2025 | Almitas Capital LLC | 1,501,061 | $30.91M | 6.8% | +179.6% | 0.000% | |
2/14/2025 | AQR Arbitrage LLC | 207,479 | $4.26M | 0.1% | -20.3% | 0.000% | |
2/14/2025 | Two Sigma Securities LLC | 10,705 | $220K | 0.0% | N/A | 0.000% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 262,825 | $5.41M | 0.0% | +199.3% | 0.000% | |
Now I look stupid. Real stupid... (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
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2/14/2025 | Integrated Wealth Concepts LLC | 35,883 | $739K | 0.0% | -7.9% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 207,997 | $4.28M | 0.0% | -48.2% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 13,143 | $271K | 0.1% | -25.7% | 0.000% | |
2/14/2025 | Generation Capital Management LLC | 12,390 | $255K | 0.2% | N/A | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 315,019 | $6.49M | 0.5% | +100.3% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 10,764 | $222K | 0.0% | +5.6% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 34,202 | $704K | 0.0% | -17.5% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 141,461 | $2.91M | 0.0% | +23.9% | 0.000% | |
2/13/2025 | Andrew Hill Investment Advisors Inc. | 27,324 | $563K | 0.4% | +5.2% | 0.000% | |
2/13/2025 | Bessemer Group Inc. | 8,126 | $168K | 0.0% | +11.3% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 149,542 | $3.08M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 30,841 | $635K | 0.0% | -32.4% | 0.000% | |
2/13/2025 | Cerity Partners LLC | 241,286 | $4.97M | 0.0% | +0.6% | 0.000% | |
2/13/2025 | Ritter Daniher Financial Advisory LLC DE | 4,763 | $98K | 0.0% | +86.3% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 100,633 | $2.07M | 0.0% | N/A | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 55,028 | $1.13M | 0.1% | -47.3% | 0.000% | |
2/11/2025 | LPL Financial LLC | 423,159 | $8.71M | 0.0% | +5.7% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 143,503 | $2.96M | 0.1% | -2.1% | 0.000% | |
2/10/2025 | Petra Financial Advisors Inc. | 15,195 | $313K | 0.2% | N/A | 0.000% | |
2/10/2025 | Eldridge Investment Advisors Inc. | 102,668 | $2.11M | 0.5% | +2.3% | 0.000% | |
2/10/2025 | Corient Private Wealth LLC | 36,360 | $749K | 0.0% | -11.7% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 56,574 | $1.17M | 0.0% | -13.2% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 59,167 | $1.22M | 0.0% | +45.0% | 0.000% | |
2/7/2025 | Tortoise Investment Management LLC | 798,802 | $16.45M | 1.7% | +29.2% | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 29,901 | $616K | 0.0% | N/A | 0.000% | |
2/7/2025 | Aviance Capital Partners LLC | 10,394 | $214K | 0.0% | N/A | 0.000% | |
2/7/2025 | Blue Bell Private Wealth Management LLC | 13,500 | $278K | 0.1% | +13,400.0% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 149,542 | $3.08M | 0.0% | N/A | 0.000% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 129,653 | $2.67M | 0.0% | -6.3% | 0.000% | |
2/5/2025 | Smartleaf Asset Management LLC | 3,007 | $61K | 0.0% | -76.7% | 0.000% | |
2/5/2025 | Jacobi Capital Management LLC | 203,179 | $4.18M | 0.3% | +3.3% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 7,511 | $155K | 0.1% | N/A | 0.000% | |
2/5/2025 | Private Trust Co. NA | 30,667 | $631K | 0.1% | +13.9% | 0.000% | |
2/5/2025 | Sentinel Trust Co. LBA | 558,146 | $11.49M | 1.3% | +9.7% | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 11,678 | $240K | 0.0% | -48.5% | 0.000% | |
2/4/2025 | Ackerman Capital Advisors LLC | 24,243 | $499K | 0.1% | +2.4% | 0.000% | |
2/3/2025 | Waterfront Wealth Inc. | 117,125 | $2.41M | 0.6% | +4.1% | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 57,449 | $1.18M | 0.0% | +32.3% | 0.000% | |
2/3/2025 | WealthBridge Capital Management LLC | 233,521 | $4.81M | 1.3% | -4.1% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 43,178 | $889K | 0.0% | +48.5% | 0.000% | |
1/31/2025 | Hara Capital LLC | 125,572 | $2.59M | 1.7% | -54.0% | 0.000% | |
1/31/2025 | Sanctuary Advisors LLC | 73,343 | $1.54M | 0.0% | +2.9% | 0.000% | |
1/30/2025 | Scarborough Advisors LLC | 116,262 | $2.39M | 0.3% | N/A | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 561,113 | $11.55M | 0.0% | +3.9% | 0.000% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 1,335,788 | $27.50M | 0.0% | +22.3% | 0.000% | |
1/29/2025 | Stonebridge Financial Group LLC | 2,200 | $45K | 0.0% | N/A | 0.000% | |
1/29/2025 | Walter & Keenan Wealth Management LLC IN ADV | 113,969 | $2.35M | 0.7% | -15.0% | 0.000% | |
1/24/2025 | Matisse Capital | 100,739 | $2.07M | 1.1% | +102.7% | 0.000% | |
1/24/2025 | Spire Wealth Management | 1,385 | $29K | 0.0% | N/A | 0.000% | |
1/22/2025 | Narwhal Capital Management | 437,070 | $9.00M | 0.8% | -6.8% | 0.000% | |
Now I look stupid. Real stupid... (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.  Here’s the full story for you. |
1/21/2025 | LexAurum Advisors LLC | 56,257 | $1.16M | 0.2% | -2.8% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 21,670 | $446K | 0.0% | +23.0% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 26,484 | $545K | 0.0% | -10.0% | 0.000% | |
1/17/2025 | Westside Investment Management Inc. | 1,834 | $38K | 0.0% | N/A | 0.000% | |
1/17/2025 | Magnus Financial Group LLC | 22,928 | $472K | 0.0% | -6.5% | 0.000% | |
1/17/2025 | Dakota Wealth Management | 70,900 | $1.46M | 0.0% | +30.1% | 0.000% | |
1/16/2025 | Amplius Wealth Advisors LLC | 107,987 | $2.22M | 0.2% | -12.9% | 0.000% | |
1/16/2025 | Maltin Wealth Management Inc. | 101,191 | $2.08M | 1.0% | +52.9% | 0.000% | |
1/15/2025 | Gill Capital Partners LLC | 51,962 | $1.07M | 0.4% | -10.9% | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 477,034 | $9.82M | 0.2% | -0.8% | 0.000% | |