| 3/24/2025 | Mascagni Wealth Management Inc. | 4,434 | $345K | 0.3% | N/A | 0.009% | |
| 2/28/2025 | Park Square Financial Group LLC | 1,111 | $87K | 0.1% | N/A | 0.002% | |
| 2/26/2025 | Virtue Capital Management LLC | 5,572 | $434K | 0.1% | N/A | 0.012% | |
| 2/18/2025 | Sunbelt Securities Inc. | 2,534 | $198K | 0.0% | N/A | 0.005% | |
| 2/17/2025 | Captrust Financial Advisors | 34,688 | $2.70M | 0.0% | -18.1% | 0.072% | |
| 2/17/2025 | Baird Financial Group Inc. | 5,052 | $394K | 0.0% | N/A | 0.010% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,003,641 | $78.18M | 0.0% | +10.4% | 2.082% | |
| 2/17/2025 | Anderson Financial Strategies LLC | 100,964 | $7.86M | 4.7% | N/A | 0.209% | |
| 2/14/2025 | Arkos Global Advisors | 70,890 | $5.52M | 0.8% | +1.1% | 0.147% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 14,299 | $1.11M | 0.0% | +5.7% | 0.030% | |
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| 2/14/2025 | IHT Wealth Management LLC | 4,001 | $312K | 0.0% | -5.0% | 0.008% | |
| 2/14/2025 | State of Tennessee Department of Treasury | 29,338 | $2.29M | 0.0% | N/A | 0.061% | |
| 2/14/2025 | Goodman Advisory Group LLC | 160,760 | $12.52M | 3.7% | +5.8% | 0.334% | |
| 2/13/2025 | Finward Bancorp | 76,628 | $5.97M | 5.2% | N/A | 0.159% | |
| 2/13/2025 | Wedbush Securities Inc. | 5,907 | $460K | 0.0% | N/A | 0.012% | |
| 2/13/2025 | Rosenblum Silverman Sutton S F Inc. CA | 20,658 | $1.61M | 0.4% | -1.3% | 0.043% | |
| 2/12/2025 | CIBC Private Wealth Group LLC | 4,616 | $362K | 0.0% | +18.5% | 0.010% | |
| 2/12/2025 | ARK & TLK Investments LLC | 16,480 | $1.28M | 0.4% | +7.9% | 0.034% | |
| 2/12/2025 | JPMorgan Chase & Co. | 162,709 | $12.67M | 0.0% | +34.6% | 0.338% | |
| 2/12/2025 | Wells Financial Advisors INC | 2,570 | $200K | 0.3% | -9.7% | 0.005% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 22,965 | $1.79M | 0.1% | N/A | 0.048% | |
| 2/7/2025 | Mount Lucas Management LP | 33,902 | $2.64M | 0.9% | -5.7% | 0.070% | |
| 2/6/2025 | NewSquare Capital LLC | 93,406 | $7.28M | 0.6% | N/A | 0.194% | |
| 2/6/2025 | AMJ Financial Wealth Management | 51,338 | $4.00M | 1.1% | N/A | 0.107% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 1,955 | $152K | 0.0% | N/A | 0.004% | |
| 2/6/2025 | Jones Financial Companies Lllp | 14,479 | $1.13M | 0.0% | +57.9% | 0.030% | |
| 2/4/2025 | Sterling Investment Advisors Ltd. | 54,241 | $4.23M | 1.0% | -2.5% | 0.113% | |
| 2/4/2025 | Bank of New York Mellon Corp | 3,025 | $236K | 0.0% | N/A | 0.006% | |
| 2/3/2025 | Navellier & Associates Inc. | 2,578 | $201K | 0.0% | N/A | 0.005% | |
| 2/3/2025 | Boyd Watterson Asset Management LLC OH | 346 | $27K | 0.0% | N/A | 0.001% | |
| 1/30/2025 | L.M. Kohn & Company | 13,056 | $1.02M | 0.3% | -3.0% | 0.027% | |
| 1/30/2025 | Roxbury Financial LLC | 547 | $45K | 0.0% | N/A | 0.001% | |
| 1/30/2025 | First Merchants Corp | 10,655 | $830K | 0.0% | +16.4% | 0.022% | |
| 1/28/2025 | Advisors Preferred LLC | 111,625 | $8.71M | 1.4% | +36.4% | 0.232% | |
| 1/27/2025 | Nvwm LLC | 5,278 | $411K | 0.1% | N/A | 0.011% | |
| 1/27/2025 | Confluence Wealth Services Inc. | 15,135 | $1.22M | 0.1% | -1.6% | 0.031% | |
| 1/22/2025 | Webster Bank N. A. | 10,045 | $782K | 0.1% | -4.9% | 0.021% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 18,964 | $1.48M | 0.1% | +18.0% | 0.039% | |
| 1/21/2025 | Montecito Bank & Trust | 26,238 | $2.04M | 0.4% | -20.8% | 0.054% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 154,747 | $12.05M | 0.0% | +0.1% | 0.321% | |
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| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 471 | $37K | 0.0% | +117.1% | 0.001% | |
| 1/13/2025 | AdvisorNet Financial Inc | 1,051 | $82K | 0.0% | -16.5% | 0.002% | |
| 1/10/2025 | Highline Wealth Partners LLC | 7,506 | $585K | 0.2% | -33.3% | 0.016% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 91,192 | $7.10M | 0.3% | -1.0% | 0.189% | |
| 1/8/2025 | Worth Asset Management LLC | 4,691 | $365K | 0.2% | N/A | 0.010% | |
| 12/26/2024 | JPMorgan Chase & Co. | 120,893 | $9.26M | 0.0% | +20.9% | 0.251% | |
| 11/29/2024 | Old North State Trust LLC | 5,577 | $427K | 0.3% | -62.3% | 0.012% | |
| 11/15/2024 | Goodman Advisory Group LLC | 151,887 | $11.63M | 3.3% | -1.5% | 0.315% | |
| 11/15/2024 | Dorsey Wright & Associates | 7,456 | $571K | 0.1% | N/A | 0.015% | |
| 11/15/2024 | IHT Wealth Management LLC | 4,211 | $322K | 0.0% | -11.3% | 0.009% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 13,530 | $1.04M | 0.0% | -10.3% | 0.028% | |
| 11/14/2024 | L.M. Kohn & Company | 13,464 | $1.03M | 0.3% | -24.6% | 0.028% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 1,215 | $93K | 0.0% | -96.8% | 0.003% | |
| 11/13/2024 | BNP Paribas Financial Markets | 24,904 | $1.91M | 0.0% | -51.6% | 0.052% | |
| 11/13/2024 | Private Trust Co. NA | 5,677 | $435K | 0.0% | +37.8% | 0.012% | |
| 11/6/2024 | Mount Lucas Management LP | 35,946 | $2.75M | 0.9% | +3.0% | 0.075% | |
| 11/5/2024 | First Heartland Consultants Inc. | 4,426 | $339K | 0.0% | -21.3% | 0.009% | |
| 11/5/2024 | Prime Capital Investment Advisors LLC | 4,187 | $321K | 0.0% | +30.3% | 0.009% | |
| 11/1/2024 | Sonata Capital Group Inc. | 6,535 | $501K | 0.2% | N/A | 0.014% | |
| 10/31/2024 | Montecito Bank & Trust | 33,123 | $2.54M | 0.4% | -1.2% | 0.069% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 15,385 | $1.18M | 0.1% | -5.0% | 0.032% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 154,598 | $11.84M | 0.0% | -3.0% | 0.321% | |
| 10/25/2024 | Highline Wealth Partners LLC | 11,252 | $862K | 0.3% | N/A | 0.023% | |
| 10/24/2024 | Sterling Investment Advisors Ltd. | 55,648 | $4.26M | 1.1% | -1.8% | 0.115% | |
| 10/23/2024 | BTS Asset Management Inc. | 8,607 | $659K | 0.6% | -88.2% | 0.018% | |
| 10/22/2024 | Eastern Bank | 1,605 | $123K | 0.0% | N/A | 0.003% | |
| 10/21/2024 | Oakworth Capital Inc. | 1,196 | $92K | 0.0% | N/A | 0.002% | |
| 10/21/2024 | Whittier Trust Co. of Nevada Inc. | 19,440 | $1.49M | 0.0% | -1.6% | 0.040% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 92,130 | $7.06M | 0.3% | -39.5% | 0.191% | |
| 10/16/2024 | Trust Co. of Vermont | 1,560 | $119K | 0.0% | N/A | 0.003% | |
| 10/10/2024 | Webster Bank N. A. | 10,566 | $809K | 0.1% | -6.0% | 0.022% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 1,907 | $146K | 0.0% | +106.6% | 0.004% | |
| 10/8/2024 | Future Financial Wealth Managment LLC | 1,000 | $77K | 0.1% | N/A | 0.002% | |
| 10/5/2024 | Burns J W & Co. Inc. NY | 19,880 | $1.52M | 0.2% | -1.9% | 0.041% | |
| 10/3/2024 | Rockland Trust Co. | 9,533 | $730K | 0.0% | -2.4% | 0.020% | |
| 10/3/2024 | Duncan Williams Asset Management LLC | 5,160 | $395K | 0.2% | N/A | 0.011% | |
| 8/19/2024 | Old North State Trust LLC | 14,782 | $1.07M | 0.9% | -64.2% | 0.031% | |
| 8/16/2024 | Goodman Advisory Group LLC | 154,153 | $11.11M | 3.3% | +16,007.9% | 0.320% | |
| 8/15/2024 | Arkos Global Advisors | 70,130 | $5.05M | 0.8% | +2.1% | 0.145% | |
| 8/14/2024 | Certified Advisory Corp | 5,669 | $408K | 0.1% | -13.3% | 0.012% | |
| 8/7/2024 | Cahill Financial Advisors Inc. | 16,092 | $1.16M | 0.2% | -18.5% | 0.033% | |
| 8/6/2024 | Mount Lucas Management LP | 34,900 | $2.52M | 0.7% | -4.0% | 0.072% | |
| 8/6/2024 | Main Street Group LTD | 1,877 | $135K | 0.1% | -15.5% | 0.004% | |
| 8/5/2024 | BTS Asset Management Inc. | 72,791 | $5.25M | 4.9% | -6.5% | 0.151% | |
| 8/5/2024 | Sterling Investment Advisors Ltd. | 56,641 | $4.08M | 1.1% | -1.7% | 0.118% | |
| 8/1/2024 | Waldron Private Wealth LLC | 207,083 | $14.92M | 0.7% | -0.9% | 0.430% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 16,187 | $1.17M | 0.1% | -15.9% | 0.034% | |
| 7/29/2024 | ARK & TLK Investments LLC | 15,280 | $1.10M | 0.4% | -1.5% | 0.032% | |
| 7/29/2024 | Whittier Trust Co. of Nevada Inc. | 19,765 | $1.42M | 0.0% | -2.2% | 0.041% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 272,225 | $19.62M | 0.1% | -2.7% | 0.565% | |
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad) We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America.
Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking.
And he believes Trump could soon release this frozen asset to the public.
But something even more spectacular is bound to happen. And those who know what to expect could make |
| 7/25/2024 | First Heartland Consultants Inc. | 5,622 | $405K | 0.0% | +49.7% | 0.012% | |
| 7/23/2024 | American National Bank | 769 | $55K | 0.0% | -27.5% | 0.002% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 923 | $67K | 0.0% | -17.7% | 0.002% | |
| 7/23/2024 | Rockland Trust Co. | 9,765 | $704K | 0.0% | -2.0% | 0.020% | |
| 7/23/2024 | Burns J W & Co. Inc. NY | 20,270 | $1.46M | 0.2% | -3.8% | 0.042% | |
| 7/16/2024 | ORG Partners LLC | 740 | $53K | 0.0% | N/A | 0.002% | |
| 7/16/2024 | Burke & Herbert Bank & Trust Co. | 3,790 | $273K | 0.1% | N/A | 0.008% | |
| 7/12/2024 | Webster Bank N. A. | 11,236 | $810K | 0.1% | -17.5% | 0.023% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 12,404 | $894K | 0.1% | +97.0% | 0.026% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 152,289 | $10.97M | 0.5% | -19.1% | 0.316% | |
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