| 8/8/2025 | Financial Gravity Companies Inc. | 48,478 | $352K | 0.1% | N/A | 0.024% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 1,292,277 | $9.38M | 0.0% | +2.9% | 0.651% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 37,128 | $270K | 0.0% | -57.8% | 0.019% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 1,677,372 | $12.18M | 0.1% | -12.7% | 0.846% | |
| 8/8/2025 | Cetera Investment Advisers | 2,508,234 | $18.21M | 0.0% | -1.3% | 1.265% | |
| 8/8/2025 | Creative Planning | 111,707 | $811K | 0.0% | -2.8% | 0.056% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 30,681 | $223K | 0.0% | -8.4% | 0.015% | |
| 8/8/2025 | Intrua Financial LLC | 27,130 | $197K | 0.0% | -27.6% | 0.014% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 14,653 | $106K | 0.0% | -47.7% | 0.007% | |
| 8/7/2025 | Allworth Financial LP | 50,691 | $368K | 0.0% | +3.0% | 0.026% | |
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| 8/7/2025 | Summit X LLC | 47,658 | $346K | 0.1% | +71.3% | 0.024% | |
| 8/6/2025 | Prospera Financial Services Inc | 44,989 | $327K | 0.0% | N/A | 0.023% | |
| 8/6/2025 | Bensler LLC | 557,808 | $4.05M | 0.5% | -2.0% | 0.281% | |
| 8/6/2025 | AE Wealth Management LLC | 21,821 | $158K | 0.0% | +38.8% | 0.011% | |
| 8/6/2025 | Golden State Wealth Management LLC | 55,064 | $400K | 0.0% | +31.4% | 0.028% | |
| 8/6/2025 | Commonwealth Equity Services LLC | 9,213,437 | $66.89M | 0.1% | -4.8% | 4.645% | |
| 8/6/2025 | Centerpoint Advisory Group | 79,722 | $579K | 0.5% | -7.4% | 0.040% | |
| 8/6/2025 | Moors & Cabot Inc. | 38,849 | $282K | 0.0% | +15.6% | 0.020% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 20,288 | $147K | 0.0% | +21.8% | 0.010% | |
| 8/5/2025 | Gilbert & Cook Inc. | 316,350 | $2.30M | 0.3% | -3.3% | 0.159% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 48,678 | $353K | 0.0% | +13.7% | 0.025% | |
| 8/4/2025 | Integrity Alliance LLC. | 26,451 | $192K | 0.0% | -34.6% | 0.013% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 110,701 | $804K | 0.1% | +2.3% | 0.056% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 32,952 | $239K | 0.0% | +4.2% | 0.017% | |
| 8/4/2025 | Kovack Advisors Inc. | 132,870 | $965K | 0.1% | -23.7% | 0.067% | |
| 8/4/2025 | IFG Advisory LLC | 72,260 | $525K | 0.0% | +3.7% | 0.036% | |
| 8/4/2025 | BLB&B Advisors LLC | 15,872 | $115K | 0.0% | -33.8% | 0.008% | |
| 8/4/2025 | Arkadios Wealth Advisors | 98,864 | $718K | 0.0% | +38.6% | 0.050% | |
| 8/4/2025 | World Investment Advisors | 11,884 | $86K | 0.0% | N/A | 0.006% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 22,821 | $166K | 0.0% | -17.8% | 0.012% | |
| 8/4/2025 | Whalen Wealth Management Inc. | 158,256 | $1.15M | 0.7% | N/A | 0.080% | |
| 8/1/2025 | Clark Asset Management LLC | 29,974 | $218K | 0.0% | N/A | 0.015% | |
| 8/1/2025 | Advisory Alpha LLC | 26,112 | $190K | 0.0% | +52.4% | 0.013% | |
| 8/1/2025 | Delta Investment Management LLC | 256,063 | $1.86M | 0.4% | +38.3% | 0.129% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,000,253 | $14.52M | 0.0% | +4.7% | 1.008% | |
| 7/30/2025 | Bleakley Financial Group LLC | 62,306 | $452K | 0.0% | +2.8% | 0.031% | |
| 7/30/2025 | Strategic Blueprint LLC | 89,397 | $649K | 0.0% | -21.4% | 0.045% | |
| 7/30/2025 | Brookstone Capital Management | 31,227 | $227K | 0.0% | +11.1% | 0.016% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 34,257 | $249K | 0.1% | -4.7% | 0.017% | |
| 7/29/2025 | Vista Finance LLC | 2,054,723 | $14.92M | 12.8% | +5.1% | 1.036% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 20,964 | $152K | 0.0% | N/A | 0.011% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 18,993 | $138K | 0.0% | +15.5% | 0.010% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 351,440 | $2.55M | 0.0% | +4.2% | 0.177% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 117,048 | $850K | 0.1% | -10.4% | 0.059% | |
| 7/28/2025 | Harbour Investments Inc. | 436,295 | $3.17M | 0.1% | +1.4% | 0.220% | |
| 7/28/2025 | RFG Advisory LLC | 125,175 | $909K | 0.0% | -1.5% | 0.063% | |
| 7/28/2025 | Naviter Wealth LLC | 27,800 | $202K | 0.0% | -39.3% | 0.014% | |
| 7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 42,221 | $307K | 0.1% | -11.5% | 0.021% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 10,317 | $75K | 0.0% | -80.8% | 0.005% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 73,989 | $537K | 0.0% | -10.4% | 0.037% | |
| 7/25/2025 | Ellis Investment Partners LLC | 829,909 | $6.03M | 1.2% | +1.6% | 0.418% | |
| 7/25/2025 | CWM LLC | 283,431 | $2.06M | 0.0% | -1.6% | 0.143% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 85,695 | $622K | 0.0% | +33.6% | 0.043% | |
| 7/25/2025 | Apollon Wealth Management LLC | 248,213 | $1.80M | 0.0% | +5.4% | 0.125% | |
| 7/24/2025 | IFP Advisors Inc | 56,171 | $408K | 0.0% | +12.0% | 0.028% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 48,349 | $351K | 0.0% | -83.3% | 0.024% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 12,096 | $88K | 0.0% | N/A | 0.006% | |
| 7/23/2025 | SteelPeak Wealth LLC | 12,567 | $91K | 0.0% | N/A | 0.006% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 468,736 | $3.40M | 0.0% | -29.5% | 0.236% | |
| 7/22/2025 | Global Assets Advisory LLC | 26,650 | $195K | 0.1% | +129.6% | 0.013% | |
| 7/22/2025 | Grimes & Company Inc. | 85,024 | $617K | 0.0% | -33.7% | 0.043% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 106,897 | $776K | 0.0% | +5.3% | 0.054% | |
| 7/22/2025 | Ergawealth Advisors Inc. | 17,818 | $129K | 0.1% | N/A | 0.009% | |
| 7/21/2025 | Ameriflex Group Inc. | 9,211 | $65K | 0.0% | -75.5% | 0.005% | |
| 7/21/2025 | Precedent Wealth Partners LLC | 18,363 | $133K | 0.0% | N/A | 0.009% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 355,041 | $2.58M | 0.3% | +20.1% | 0.179% | |
| 7/18/2025 | PFG Investments LLC | 158,353 | $1.15M | 0.1% | -3.6% | 0.080% | |
| 7/18/2025 | Truist Financial Corp | 20,082 | $146K | 0.0% | N/A | 0.010% | |
| 7/17/2025 | Trivium Point Advisory LLC | 148,486 | $1.08M | 0.1% | -1.0% | 0.075% | |
| 7/17/2025 | LexAurum Advisors LLC | 38,778 | $282K | 0.0% | +17.2% | 0.020% | |
| 7/17/2025 | Symmetry Partners LLC | 16,003 | $116K | 0.0% | N/A | 0.008% | |
| 7/17/2025 | Wagner Wealth Management LLC | 2,070,702 | $15.03M | 3.4% | -7.1% | 1.044% | |
| 7/16/2025 | Independent Wealth Network Inc. | 54,039 | $392K | 0.1% | -2.6% | 0.027% | |
| 7/16/2025 | ORG Partners LLC | 40,127 | $293K | 0.1% | -6.2% | 0.020% | |
| 7/16/2025 | Perigon Wealth Management LLC | 30,356 | $220K | 0.0% | -15.9% | 0.015% | |
| 7/16/2025 | Maridea Wealth Management LLC | 74,623 | $542K | 0.1% | +4.3% | 0.038% | |
| 7/16/2025 | Castleview Partners LLC | 82,186 | $597K | 0.4% | +32.4% | 0.041% | |
| 7/15/2025 | McAdam LLC | 114,427 | $831K | 0.0% | +22.9% | 0.058% | |
| 7/14/2025 | AdvisorNet Financial Inc | 50,481 | $366K | 0.0% | +6.3% | 0.025% | |
| 7/14/2025 | Capital CS Group LLC | 26,032 | $189K | 0.3% | +7.0% | 0.013% | |
| 7/14/2025 | Park Avenue Securities LLC | 17,470 | $127K | 0.0% | N/A | 0.009% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 70,494 | $512K | 0.1% | +11.9% | 0.036% | |
| 7/10/2025 | Worth Asset Management LLC | 14,167 | $103K | 0.1% | N/A | 0.007% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 227,737 | $1.65M | 0.0% | +100.1% | 0.115% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 69,900 | $507K | 0.0% | N/A | 0.035% | |
| 7/9/2025 | Channel Wealth LLC | 44,946 | $326K | 0.1% | -25.3% | 0.023% | |
| 7/9/2025 | Fiduciary Alliance LLC | 27,691 | $201K | 0.0% | -25.6% | 0.014% | |
| 7/9/2025 | Heritage Family Offices LLP | 32,426 | $229K | 0.1% | N/A | 0.016% | |
| 7/9/2025 | Presidio Capital Management LLC | 27,963 | $203K | 0.1% | -19.2% | 0.014% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,821 | $35K | 0.0% | N/A | 0.002% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
| 6/2/2025 | Modern Wealth Management LLC | 168,728 | $1.19M | 0.0% | -2.0% | 0.049% | |
| 5/29/2025 | Apeiron RIA LLC | 69,222 | $488K | 0.1% | -2.3% | 0.020% | |
| 5/28/2025 | Intrua Financial LLC | 37,471 | $264K | 0.0% | -26.2% | 0.011% | |
| 5/27/2025 | Jacobi Capital Management LLC | 20,727 | $146K | 0.0% | +9.5% | 0.006% | |
| 5/21/2025 | McAdam LLC | 93,076 | $656K | 0.0% | +19.1% | 0.027% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 337,400 | $2.38M | 0.1% | +2.2% | 0.098% | |
| 5/20/2025 | Focus Partners Wealth | 80,960 | $571K | 0.0% | +5.0% | 0.024% | |
| 5/20/2025 | Integrity Alliance LLC. | 40,451 | $285K | 0.0% | N/A | 0.012% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 206,605 | $1.46M | 0.1% | +1.1% | 0.060% | |
| 5/16/2025 | NewEdge Advisors LLC | 5,389 | $38K | 0.0% | -78.5% | 0.002% | |
