4/24/2025 | Allspring Global Investments Holdings LLC | 456,578 | $2.95M | 0.0% | -13.3% | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 13,050 | $84K | 0.0% | -37.3% | 0.000% | |
4/17/2025 | Sowell Financial Services LLC | 24,613 | $159K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,949 | $122K | 0.0% | -25.4% | 0.000% | |
4/16/2025 | GraniteShares Advisors LLC | 398,047 | $2.57M | 1.6% | +6.5% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 10,798 | $70K | 0.0% | N/A | 0.000% | |
4/11/2025 | SeaCrest Wealth Management LLC | 34,365 | $222K | 0.0% | -28.2% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 18,231 | $118K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 28,721 | $190K | 0.0% | +53.1% | 0.000% | |
2/17/2025 | Pathstone Holdings LLC | 1,696,923 | $11.26M | 0.0% | -3.5% | 0.000% | |
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2/17/2025 | CoreCap Advisors LLC | 35,747 | $237K | 0.0% | -10.1% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 46,747 | $310K | 0.0% | -94.6% | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 12,820 | $85K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 152,781 | $1.01M | 0.0% | -1.1% | 0.000% | |
2/17/2025 | Alteri Wealth LLC | 23,235 | $154K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 12,751 | $85K | 0.0% | -29.3% | 0.000% | |
2/14/2025 | Shaker Financial Services LLC | 441,873 | $2.93M | 1.1% | +11.9% | 0.000% | |
2/13/2025 | 1607 Capital Partners LLC | 192,438 | $1.28M | 0.1% | -30.2% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 124,754 | $827K | 0.0% | -6.6% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 804,510 | $5.33M | 0.0% | +54.0% | 0.000% | |
2/13/2025 | Mariner LLC | 11,486 | $76K | 0.0% | N/A | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 132,804 | $880K | 0.0% | N/A | 0.000% | |
2/13/2025 | ELCO Management Co. LLC | 14,700 | $97K | 0.1% | -16.9% | 0.000% | |
2/13/2025 | Invesco Ltd. | 832,151 | $5.52M | 0.0% | +3.4% | 0.000% | |
2/13/2025 | Yakira Capital Management Inc. | 72,904 | $483K | 0.2% | -45.1% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 298,991 | $1.98M | 0.0% | -61.8% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 721,088 | $4.78M | 0.0% | +13.1% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 12,829 | $85K | 0.0% | N/A | 0.000% | |
2/12/2025 | Uniting Wealth Partners LLC | 10,000 | $66K | 0.0% | N/A | 0.000% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 270,295 | $1.79M | 0.6% | -34.4% | 0.000% | |
2/11/2025 | LPL Financial LLC | 874,447 | $5.80M | 0.0% | +1,283.0% | 0.000% | |
2/11/2025 | Virtu Financial LLC | 13,081 | $87K | 0.0% | -19.0% | 0.000% | |
2/10/2025 | Advisors Asset Management Inc. | 531,178 | $3.52M | 0.1% | +83.5% | 0.000% | |
2/10/2025 | Rareview Capital LLC | 192,104 | $1.28M | 1.0% | +9.7% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 10,095 | $67K | 0.0% | N/A | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 36,801 | $244K | 0.0% | +42.7% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 132,804 | $880K | 0.0% | N/A | 0.000% | |
2/5/2025 | Anfield Capital Management LLC | 8,586 | $57K | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 28,261 | $187K | 0.0% | -12.8% | 0.000% | |
2/4/2025 | GraniteShares Advisors LLC | 373,927 | $2.48M | 1.6% | N/A | 0.000% | |
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1/29/2025 | Allspring Global Investments Holdings LLC | 526,823 | $3.49M | 0.0% | -0.8% | 0.000% | |
1/29/2025 | Powell Investment Advisors LLC | 55,448 | $368K | 0.2% | +19.7% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 23,075 | $153K | 0.0% | N/A | 0.000% | |
1/27/2025 | Choreo LLC | 17,982 | $118K | 0.0% | +10.8% | 0.000% | |
1/27/2025 | Stratos Wealth Partners LTD. | 80,773 | $536K | 0.0% | +6.4% | 0.000% | |
1/24/2025 | Financial Partners Group Inc | 118,600 | $786K | 0.1% | +242.2% | 0.000% | |
1/21/2025 | Encompass More Asset Management | 89,833 | $596K | 0.2% | +3.8% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 20,827 | $138K | 0.0% | -12.0% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 25,384 | $168K | 0.0% | N/A | 0.000% | |
1/14/2025 | SeaCrest Wealth Management LLC | 47,871 | $317K | 0.0% | +7.4% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 16,156 | $108K | 0.0% | N/A | 0.000% | |
11/15/2024 | Jane Street Group LLC | 19,501 | $130K | 0.0% | N/A | 0.000% | |
11/15/2024 | Stifel Financial Corp | 18,037 | $120K | 0.0% | +17.1% | 0.000% | |
11/14/2024 | Encompass More Asset Management | 86,576 | $577K | 0.2% | N/A | 0.000% | |
11/12/2024 | Penserra Capital Management LLC | 1,146,405 | $7.65M | 0.2% | N/A | 0.000% | |
11/8/2024 | Moors & Cabot Inc. | 33,000 | $220K | 0.0% | -13.2% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 289,400 | $1.93M | 0.0% | +204.7% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 23,665 | $158K | 0.0% | +30.7% | 0.000% | |
11/7/2024 | Pathstone Holdings LLC | 1,758,725 | $11.73M | 0.1% | +20.6% | 0.000% | |
10/31/2024 | Shaker Financial Services LLC | 394,864 | $2.63M | 1.0% | -22.6% | 0.000% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 32,814 | $219K | 0.0% | -19.9% | 0.000% | |
10/24/2024 | Covenant Partners LLC | 10,270 | $69K | 0.0% | N/A | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 92,670 | $618K | 0.0% | -6.3% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 530,991 | $3.54M | 0.0% | -33.5% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 44,561 | $297K | 0.0% | +5.9% | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 888,578 | $5.63M | 0.0% | -5.4% | 0.000% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 135,167 | $857K | 0.0% | -3.5% | 0.000% | |
8/16/2024 | Quarry LP | 5,933 | $38K | 0.0% | -89.3% | 0.000% | |
8/16/2024 | NewEdge Advisors LLC | 140,429 | $890K | 0.0% | -1.5% | 0.000% | |
8/15/2024 | Oliver Lagore Vanvalin Investment Group | 12,519 | $79K | 0.0% | +15.7% | 0.000% | |
8/15/2024 | ELCO Management Co. LLC | 17,700 | $112K | 0.1% | -21.3% | 0.000% | |
8/9/2024 | Moors & Cabot Inc. | 38,000 | $241K | 0.0% | -34.5% | 0.000% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 95,000 | $602K | 0.1% | -88.0% | 0.000% | |
8/7/2024 | Choreo LLC | 13,320 | $85K | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 510,214 | $3.24M | 1.3% | -1.7% | 0.000% | |
8/2/2024 | Wolverine Asset Management LLC | 75,964 | $482K | 0.0% | -36.0% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 798,761 | $5.06M | 0.0% | N/A | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 28,499 | $181K | 0.0% | N/A | 0.000% | |
7/24/2024 | Capital Wealth Alliance LLC | 84,644 | $537K | 0.3% | +2.8% | 0.000% | |
7/22/2024 | SeaCrest Wealth Management LLC | 42,063 | $267K | 0.0% | -4.0% | 0.000% | |
5/24/2024 | Cetera Advisors LLC | 896,471 | $5.62M | 0.0% | N/A | 0.000% | |
5/24/2024 | Cetera Investment Advisers | 939,598 | $5.89M | 0.0% | +2.6% | 0.000% | |
5/11/2024 | Capital Wealth Alliance LLC | 82,299 | $516K | 0.3% | +10.7% | 0.000% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 791,267 | $4.96M | 0.4% | +44.6% | 0.000% | |
5/9/2024 | Orion Portfolio Solutions LLC | 252,543 | $1.58M | 0.0% | -45.3% | 0.000% | |
5/9/2024 | Koshinski Asset Management Inc. | 84,206 | $528K | 0.1% | -45.9% | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 17,934 | $112K | 0.0% | +10.1% | 0.000% | |
5/4/2024 | 9258 Wealth Management LLC | 27,201 | $171K | 0.0% | N/A | 0.000% | |
5/2/2024 | Moloney Securities Asset Management LLC | 10,081 | $63K | 0.0% | N/A | 0.000% | |
5/1/2024 | StoneX Group Inc. | 46,790 | $293K | 0.0% | +11.4% | 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 |
5/1/2024 | Matisse Capital | 219,397 | $1.38M | 0.7% | +37.4% | 0.000% | |
4/18/2024 | SeaCrest Wealth Management LLC | 43,822 | $275K | 0.0% | -6.4% | 0.000% | |
4/16/2024 | Powell Investment Advisors LLC | 18,320 | $115K | 0.1% | +25.2% | 0.000% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 36,296 | $226K | 0.0% | +18.5% | 0.000% | |
11/14/2023 | AQR Arbitrage LLC | 376,986 | $2.30M | 0.1% | +34.7% | 0.000% | |
11/9/2023 | City of London Investment Management Co. Ltd. | 427,113 | $2.60M | 0.2% | N/A | 0.000% | |
11/8/2023 | Moors & Cabot Inc. | 85,000 | $518K | 0.0% | +295.3% | 0.000% | |
11/1/2023 | Orion Portfolio Solutions LLC | 457,098 | $2.78M | 0.0% | -53.0% | 0.000% | |
10/31/2023 | GraniteShares Advisors LLC | 235,345 | $1.43M | 1.3% | +4.0% | 0.000% | |
10/26/2023 | Detalus Advisors LLC | 15,973 | $97K | 0.0% | -26.0% | 0.000% | |