4/25/2025 | Waterfront Wealth Inc. | 273,217 | $1.47M | 0.4% | -4.2% | 0.000% | |
4/23/2025 | Uncommon Cents Investing LLC | 73,831 | $397K | 0.1% | +35.2% | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 163,953 | $882K | 0.0% | -1.6% | 0.000% | |
4/22/2025 | Flagship Harbor Advisors LLC | 221,310 | $1.19M | 0.1% | -2.2% | 0.000% | |
4/17/2025 | Kercheville Advisors LLC | 56,669 | $305K | 0.1% | -5.6% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 157,145 | $845K | 0.0% | +164.8% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 35,218 | $189K | 0.0% | -16.1% | 0.000% | |
4/11/2025 | Vanguard Capital Wealth Advisors | 12,806 | $69K | 0.1% | N/A | 0.000% | |
4/11/2025 | SeaCrest Wealth Management LLC | 34,759 | $187K | 0.0% | +40.6% | 0.000% | |
4/9/2025 | Kaizen Financial Strategies | 115,179 | $620K | 0.4% | +72.8% | 0.000% | |
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2/17/2025 | Kaizen Financial Strategies | 66,645 | $342K | 0.2% | +93.0% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 154,923 | $795K | 0.0% | +49.9% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 290,515 | $1.49M | 0.0% | -1.2% | 0.000% | |
2/17/2025 | Ancora Advisors LLC | 6,950 | $36K | 0.0% | -68.3% | 0.000% | |
2/14/2025 | OneDigital Investment Advisors LLC | 84,096 | $431K | 0.0% | -4.9% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 164,074 | $842K | 0.3% | +16.3% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 98,200 | $504K | 0.0% | -7.4% | 0.000% | |
2/13/2025 | Evergreen Capital Management LLC | 3,627,669 | $18.61M | 0.6% | +3.3% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 234,275 | $1.20M | 0.0% | +19.9% | 0.000% | |
2/13/2025 | Savvy Advisors Inc. | 111,882 | $574K | 0.1% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 97,107 | $498K | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 866,772 | $4.45M | 0.0% | +15.4% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 11,258 | $58K | 0.0% | N/A | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 91,734 | $471K | 0.0% | -15.4% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 14,346 | $74K | 0.0% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 446,730 | $2.29M | 0.0% | +9.8% | 0.000% | |
2/11/2025 | Optimum Investment Advisors | 5,500 | $28K | 0.0% | +120.0% | 0.000% | |
2/11/2025 | Truffle Hound Capital LLC | 202,084 | $1.04M | 0.4% | N/A | 0.000% | |
2/10/2025 | Rareview Capital LLC | 430,701 | $2.21M | 1.6% | +9.7% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 53,555 | $275K | 0.0% | -15.1% | 0.000% | |
2/10/2025 | Farther Finance Advisors LLC | 10,620 | $54K | 0.0% | -91.4% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 561,585 | $2.88M | 0.0% | -2.5% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 97,107 | $498K | 0.0% | N/A | 0.000% | |
2/5/2025 | Mills Wealth Advisors LLC | 303,152 | $1.56M | 0.9% | -4.7% | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 166,602 | $855K | 0.0% | +3.3% | 0.000% | |
2/3/2025 | Waterfront Wealth Inc. | 285,261 | $1.46M | 0.4% | -24.5% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 129,750 | $666K | 0.0% | +3.6% | 0.000% | |
1/28/2025 | Stephens Inc. AR | 18,755 | $96K | 0.0% | -49.2% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 14,184 | $73K | 0.0% | N/A | 0.000% | |
1/24/2025 | Round Rock Advisors LLC | 23,258 | $119K | 0.0% | -11.2% | 0.000% | |
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1/21/2025 | Flagship Harbor Advisors LLC | 226,210 | $1.16M | 0.1% | -4.6% | 0.000% | |
1/17/2025 | Fiduciary Family Office LLC | 60,000 | $308K | 0.1% | N/A | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 6,116 | $31K | 0.0% | +69.4% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 368,090 | $1.93M | 0.1% | +1.2% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 59,338 | $304K | 0.0% | N/A | 0.000% | |
1/16/2025 | Uncommon Cents Investing LLC | 54,625 | $280K | 0.1% | +104.0% | 0.000% | |
1/14/2025 | SeaCrest Wealth Management LLC | 24,719 | $127K | 0.0% | +19.2% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 41,968 | $215K | 0.0% | -5.6% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 30,519 | $178K | 0.0% | +9.2% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 28,408 | $166K | 0.0% | -40.0% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 575,978 | $3.36M | 0.0% | +13.2% | 0.000% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 32,500 | $189K | 0.1% | N/A | 0.000% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 12,475 | $73K | 0.0% | N/A | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 284,780 | $1.66M | 0.0% | +20.4% | 0.000% | |
11/6/2024 | OneDigital Investment Advisors LLC | 88,446 | $516K | 0.0% | -78.6% | 0.000% | |
11/4/2024 | Round Rock Advisors LLC | 26,200 | $153K | 0.0% | -34.1% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 141,100 | $823K | 0.3% | -55.3% | 0.000% | |
10/31/2024 | Advisor Resource Council | 43,585 | $254K | 0.1% | N/A | 0.000% | |
10/30/2024 | Invictus Private Wealth LLC | 94,617 | $552K | 0.0% | +9.1% | 0.000% | |
10/29/2024 | Farther Finance Advisors LLC | 123,348 | $719K | 0.0% | -30.6% | 0.000% | |
10/28/2024 | William Howard & Co Financial Advisors Inc | 21,415 | $125K | 0.1% | N/A | 0.000% | |
10/28/2024 | Stephens Inc. AR | 36,927 | $215K | 0.0% | -8.5% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 125,250 | $730K | 0.0% | -4.9% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 20,736 | $121K | 0.0% | +15.2% | 0.000% | |
10/8/2024 | Ignite Planners LLC | 13,473 | $79K | 0.0% | -11.9% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 27,940 | $149K | 0.0% | +14.1% | 0.000% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 13,511 | $72K | 0.0% | +350.4% | 0.000% | |
8/14/2024 | Evergreen Capital Management LLC | 3,401,733 | $18.13M | 0.7% | +6.7% | 0.000% | |
8/12/2024 | SMH Capital Advisors Inc. | 22,691 | $121K | 0.4% | -8.5% | 0.000% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 66,727 | $356K | 0.1% | +16.9% | 0.000% | |
8/8/2024 | Vanguard Capital Wealth Advisors | 11,736 | $63K | 0.0% | -77.4% | 0.000% | |
8/7/2024 | Choreo LLC | 18,514 | $99K | 0.0% | N/A | 0.000% | |
8/5/2024 | Private Advisor Group LLC | 131,700 | $702K | 0.0% | +14.5% | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 315,666 | $1.68M | 0.7% | -29.2% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 580,617 | $3.10M | 0.8% | +2.6% | 0.000% | |
7/31/2024 | Farther Finance Advisors LLC | 177,774 | $949K | 0.0% | -2.8% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 63,993 | $341K | 0.0% | -4.0% | 0.000% | |
7/30/2024 | Matisse Capital | 221,387 | $1.18M | 0.6% | +1.5% | 0.000% | |
7/29/2024 | Hara Capital LLC | 46,865 | $250K | 0.2% | -7.7% | 0.000% | |
7/26/2024 | Breakwater Capital Group | 15,900 | $85K | 0.0% | +13.6% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 44,468 | $237K | 0.0% | -9.2% | 0.000% | |
7/9/2024 | Lynx Investment Advisory | 19,488 | $104K | 0.1% | N/A | 0.000% | |
7/8/2024 | Marathon Strategic Advisors LLC | 23,144 | $123K | 0.1% | N/A | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 75,289 | $409K | 0.0% | +124.7% | 0.000% | |
5/17/2024 | Comerica Bank | 5,996 | $33K | 0.0% | -73.8% | 0.000% | |
5/17/2024 | Beacon Capital Management LLC | 4,566 | $25K | 0.0% | N/A | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 24,477 | $133K | 0.0% | -20.2% | 0.000% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 57,077 | $310K | 0.1% | N/A | 0.000% | |
5/7/2024 | Oppenheimer & Co. Inc. | 150,251 | $816K | 0.0% | +10.8% | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 376,008 | $2.04M | 0.1% | -0.7% | 0.000% | |
From Social Security to Social Prosperity? (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 |
4/30/2024 | Private Advisor Group LLC | 115,050 | $625K | 0.0% | +34.6% | 0.000% | |
4/25/2024 | Kercheville Advisors LLC | 56,094 | $305K | 0.1% | +9.2% | 0.000% | |
4/19/2024 | Uncommon Cents Investing LLC | 20,350 | $110K | 0.0% | +50.7% | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 17,745 | $96K | 0.0% | N/A | 0.000% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 51,829 | $281K | 0.2% | -26.2% | 0.000% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 10,836 | $59K | 0.0% | N/A | 0.000% | |
4/12/2024 | Ignite Planners LLC | 14,462 | $78K | 0.0% | -44.4% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 12,256 | $67K | 0.0% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 19,873 | $101K | 0.0% | N/A | 0.000% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 30,668 | $156K | 0.0% | +25.3% | 0.000% | |