8/14/2025 | Raymond James Financial Inc. | 281,373 | $878K | 0.0% | -1.8% | 0.863% | |
8/14/2025 | Karpus Management Inc. | 1,832,776 | $5.72M | 0.2% | -5.4% | 5.624% | |
8/14/2025 | NewEdge Advisors LLC | 153,250 | $478K | 0.0% | -14.7% | 0.470% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 960,873 | $3.00M | 0.0% | -41.5% | 2.948% | |
7/18/2025 | Consolidated Portfolio Review Corp | 403,821 | $1.26M | 0.2% | +7.4% | 1.239% | |
7/9/2025 | Gilman Hill Asset Management LLC | 15,000 | $47K | 0.0% | +50.0% | 0.046% | |
5/16/2025 | NewEdge Advisors LLC | 179,750 | $570K | 0.0% | -8.2% | 0.552% | |
5/15/2025 | Landscape Capital Management L.L.C. | 19,108 | $61K | 0.0% | -24.3% | 0.059% | |
5/13/2025 | Sit Investment Associates Inc. | 8,401,498 | $26.63M | 0.6% | +1.5% | 25.779% | |
5/9/2025 | Shaker Financial Services LLC | 24,286 | $77K | 0.0% | -68.7% | 0.075% | |
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5/5/2025 | Csenge Advisory Group | 30,346 | $93K | 0.0% | +19.0% | 0.093% | |
5/5/2025 | Private Advisor Group LLC | 839,285 | $2.66M | 0.0% | +33.6% | 2.575% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 1,642,128 | $5.21M | 0.0% | -0.3% | 5.039% | |
4/23/2025 | Consolidated Portfolio Review Corp | 376,053 | $1.19M | 0.2% | +8.5% | 1.154% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 64,056 | $203K | 0.0% | +35.6% | 0.197% | |
2/17/2025 | Bank of America Corp DE | 16,391 | $50K | 0.0% | -54.4% | 0.050% | |
2/14/2025 | Shaker Financial Services LLC | 77,660 | $238K | 0.1% | -37.8% | 0.238% | |
2/13/2025 | 1607 Capital Partners LLC | 2,296,908 | $7.05M | 0.6% | -2.2% | 7.048% | |
2/13/2025 | NewEdge Advisors LLC | 195,800 | $601K | 0.0% | -8.0% | 0.601% | |
2/13/2025 | Raymond James Financial Inc. | 268,853 | $825K | 0.0% | N/A | 0.825% | |
2/13/2025 | Wedbush Securities Inc. | 47,203 | $145K | 0.0% | -10.8% | 0.145% | |
2/13/2025 | Sit Investment Associates Inc. | 8,277,496 | $25.41M | 0.6% | +3.6% | 25.399% | |
2/13/2025 | Wells Fargo & Company MN | 100,810 | $309K | 0.0% | -3.4% | 0.309% | |
2/12/2025 | Landscape Capital Management L.L.C. | 25,257 | $78K | 0.0% | -59.5% | 0.077% | |
2/11/2025 | LPL Financial LLC | 154,139 | $473K | 0.0% | -28.6% | 0.473% | |
2/6/2025 | Raymond James Financial Inc. | 268,853 | $825K | 0.0% | N/A | 0.825% | |
2/3/2025 | Private Advisor Group LLC | 627,992 | $1.93M | 0.0% | +354.7% | 1.927% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 1,647,128 | $5.06M | 0.0% | -0.6% | 5.054% | |
1/27/2025 | Consolidated Portfolio Review Corp | 346,548 | $1.06M | 0.2% | +5.5% | 1.063% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 47,241 | $145K | 0.0% | +106.5% | 0.145% | |
1/17/2025 | Transform Wealth LLC | 53,036 | $163K | 0.0% | N/A | 0.163% | |
1/16/2025 | Gilman Hill Asset Management LLC | 10,000 | $31K | 0.0% | N/A | 0.031% | |
1/15/2025 | Ameritas Advisory Services LLC | 144,890 | $445K | 0.0% | +4.4% | 0.445% | |
11/15/2024 | MML Investors Services LLC | 109,152 | $361K | 0.0% | +3.1% | 0.335% | |
11/14/2024 | L.M. Kohn & Company | 23,467 | $78K | 0.0% | N/A | 0.072% | |
11/9/2024 | Landscape Capital Management L.L.C. | 62,433 | $207K | 0.0% | -51.6% | 0.192% | |
10/31/2024 | Shaker Financial Services LLC | 124,815 | $413K | 0.2% | -44.3% | 0.383% | |
10/24/2024 | Consolidated Portfolio Review Corp | 328,369 | $1.09M | 0.2% | +9.5% | 1.008% | |
10/22/2024 | Private Advisor Group LLC | 138,100 | $457K | 0.0% | N/A | 0.424% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,656,628 | $5.48M | 0.0% | -10.3% | 5.083% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
10/8/2024 | Dynamic Advisor Solutions LLC | 22,877 | $76K | 0.0% | N/A | 0.070% | |
8/22/2024 | PVG Asset Management Corp | 468,920 | $1.44M | 5.7% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 224,188 | $688K | 0.3% | N/A | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 98,300 | $302K | 0.0% | N/A | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 299,777 | $920K | 0.2% | -8.6% | 0.000% | |
7/30/2024 | WMG Financial Advisors LLC | 10,100 | $31K | 0.0% | N/A | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,847,628 | $5.67M | 0.0% | +1.4% | 0.000% | |
5/16/2024 | Kraft Davis & Associates LLC | 184,515 | $566K | 0.2% | N/A | 0.566% | |
5/14/2024 | Karpus Management Inc. | 2,655,475 | $8.50M | 0.2% | +47.5% | 8.146% | |
4/30/2024 | Consolidated Portfolio Review Corp | 327,919 | $1.05M | 0.3% | +3.8% | 1.006% | |
4/25/2024 | L.M. Kohn & Company | 23,467 | $75K | 0.0% | +62.2% | 0.072% | |
4/22/2024 | PFG Investments LLC | 326,976 | $1.05M | 0.1% | N/A | 1.003% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,822,911 | $5.83M | 0.0% | +0.9% | 5.592% | |
2/13/2024 | Karpus Management Inc. | 1,800,534 | $5.73M | 0.2% | -2.9% | 5.523% | |
2/1/2024 | Significant Wealth Partners LLC | 82,573 | $263K | 0.2% | N/A | 0.253% | |
1/29/2024 | Consolidated Portfolio Review Corp | 315,878 | $1.00M | 0.2% | +3.2% | 0.969% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,807,335 | $5.75M | 0.0% | +0.2% | 5.544% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 36,487 | $116K | 0.0% | +11.6% | 0.112% | |
11/13/2023 | Consolidated Portfolio Review Corp | 306,196 | $937K | 0.2% | +41.5% | 0.939% | |
11/9/2023 | Karpus Management Inc. | 1,854,309 | $5.67M | 0.2% | -2.7% | 5.688% | |
11/1/2023 | Csenge Advisory Group | 35,402 | $108K | 0.0% | -32.6% | 0.109% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 32,692 | $100K | 0.0% | N/A | 0.100% | |
9/1/2023 | Portside Wealth Group LLC | 32,756 | $105K | 0.0% | N/A | 0.100% | |
8/11/2023 | Karpus Management Inc. | 1,905,019 | $6.12M | 0.2% | -3.3% | 5.844% | |
8/10/2023 | Sit Investment Associates Inc. | 5,242,253 | $16.83M | 0.4% | +9.2% | 16.081% | |
8/10/2023 | Financial Architects Inc | 14,805 | $48K | 0.0% | N/A | 0.045% | |
8/1/2023 | Portside Wealth Group LLC | 32,756 | $105K | 0.0% | N/A | 0.100% | |
7/31/2023 | LPL Financial LLC | 439,200 | $1.41M | 0.0% | +3.3% | 1.347% | |
7/25/2023 | Ameritas Advisory Services LLC | 132,417 | $426K | 0.1% | -6.3% | 0.406% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 1,804,008 | $5.79M | 0.0% | -0.9% | 5.534% | |
7/20/2023 | Csenge Advisory Group | 52,557 | $169K | 0.0% | -8.4% | 0.161% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 1,804,008 | $5.79M | 0.0% | -0.9% | 5.534% | |
7/17/2023 | Silverhawk Asset Management LLC | 13,084 | $42K | 0.0% | -29.7% | 0.040% | |
5/11/2023 | Consolidated Portfolio Review Corp | 57,923 | $191K | 0.1% | N/A | 0.178% | |
5/11/2023 | Karpus Management Inc. | 1,970,836 | $6.50M | 0.2% | -0.2% | 6.046% | |
5/10/2023 | Ellis Investment Partners LLC | 10,234 | $34K | 0.0% | -34.3% | 0.031% | |
5/1/2023 | Csenge Advisory Group | 57,403 | $189K | 0.0% | -8.2% | 0.176% | |
4/28/2023 | Ameritas Advisory Services LLC | 141,258 | $466K | 0.0% | -42.2% | 0.433% | |
4/13/2023 | Allspring Global Investments Holdings LLC | 1,820,623 | $6.01M | 0.0% | -19.2% | 5.585% | |
2/10/2023 | Ameritas Advisory Services LLC | 244,422 | $809K | 0.0% | +57.8% | 0.750% | |
2/10/2023 | Sit Investment Associates Inc. | 3,920,191 | $12.98M | 0.4% | +10.1% | 12.025% | |
2/7/2023 | LPL Financial LLC | 421,368 | $1.40M | 0.0% | +38.8% | 1.293% | |
1/31/2023 | Ellis Investment Partners LLC | 15,580 | $52K | 0.0% | N/A | 0.048% | |
1/30/2023 | Chapin Davis Inc. | 13,049 | $43K | 0.0% | N/A | 0.040% | |
1/23/2023 | Allspring Global Investments Holdings LLC | 2,254,385 | $7.46M | 0.0% | +2.3% | 6.916% | |
1/18/2023 | Silverhawk Asset Management LLC | 18,605 | $62K | 0.1% | N/A | 0.057% | |
11/15/2022 | Karpus Management Inc. | 1,959,980 | $6.37M | 0.2% | -1.8% | 6.012% | |
11/15/2022 | 1607 Capital Partners LLC | 3,200,762 | $10.40M | 0.8% | +21.9% | 9.818% | |
11/14/2022 | MML Investors Services LLC | 107,313 | $349K | 0.0% | -11.9% | 0.329% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 2,204,185 | $7.16M | 0.0% | +0.6% | 6.762% | |
Altucher: It Looks Like My Trump prediction is coming true (Ad) New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun.
Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation. See Altucher’s Trump crypto prediction here |
8/15/2022 | Karpus Management Inc. | 1,996,565 | $7.03M | 0.2% | +4.4% | 6.126% | |
8/13/2022 | Lloyd Park LLC | 24,226 | $85K | 0.1% | N/A | 0.000% | |
8/13/2022 | NewEdge Advisors LLC | 279,501 | $984K | 0.0% | +4.9% | 0.000% | |
8/11/2022 | Sit Investment Associates Inc. | 2,630,585 | $9.26M | 0.3% | +5.7% | 0.000% | |
8/5/2022 | L.M. Kohn & Company | 15,467 | $55K | 0.0% | N/A | 0.047% | |
7/27/2022 | Csenge Advisory Group | 49,779 | $175K | 0.0% | +71.5% | 0.153% | |
7/25/2022 | Allspring Global Investments Holdings LLC | 2,190,936 | $7.71M | 0.0% | +3.9% | 6.724% | |
5/25/2022 | Fortitude Advisory Group L.L.C. | 73,475 | $278K | 0.1% | +5.8% | 0.225% | |
5/17/2022 | 1607 Capital Partners LLC | 610,867 | $2.31M | 0.1% | N/A | 1.874% | |
5/12/2022 | Sit Investment Associates Inc. | 2,489,537 | $9.41M | 0.3% | -42.8% | 7.640% | |