11/2/2024 | Mach 1 Financial Group LLC | 210,800 | $6.41M | 3.9% | +7.9% | 0.374% | |
11/2/2024 | RKL Wealth Management LLC | 26,250 | $799K | 0.1% | -25.3% | 0.047% | |
11/1/2024 | Atria Investments Inc | 6,793 | $207K | 0.0% | N/A | 0.012% | |
11/1/2024 | First Personal Financial Services | 205,256 | $6.25M | 1.3% | -0.7% | 0.365% | |
10/31/2024 | Montecito Bank & Trust | 121,961 | $3.71M | 0.6% | -8.3% | 0.217% | |
10/30/2024 | Radnor Capital Management LLC | 24,000 | $731K | 0.1% | +100.0% | 0.043% | |
|
10/29/2024 | IAG Wealth Partners LLC | 340,329 | $10.36M | 1.9% | -1.7% | 0.604% | |
10/28/2024 | Focus Financial Network Inc. | 291,788 | $8.88M | 0.4% | +2.0% | 0.518% | |
10/25/2024 | GSB Wealth Management LLC | 17,519 | $533K | 0.1% | +9.8% | 0.031% | |
10/25/2024 | Mutual Advisors LLC | 46,032 | $1.36M | 0.0% | +10.1% | 0.082% | |
10/25/2024 | Lodestar Private Asset Management LLC | 711,030 | $21.64M | 2.8% | +1.0% | 1.263% | |
10/25/2024 | Valmark Advisers Inc. | 144,472 | $4.40M | 0.1% | -0.9% | 0.257% | |
10/24/2024 | Bristlecone Advisors LLC | 21,298 | $648K | 0.1% | -20.2% | 0.038% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 790,744 | $24.07M | 0.1% | -5.2% | 1.405% | |
10/23/2024 | Dakota Wealth Management | 21,245 | $647K | 0.0% | -78.7% | 0.038% | |
10/22/2024 | Private Advisor Group LLC | 373,733 | $11.38M | 0.1% | +5.7% | 0.664% | |
10/22/2024 | Sequoia Financial Advisors LLC | 554,929 | $16.89M | 0.2% | -2.9% | 0.986% | |
10/21/2024 | Courage Miller Partners LLC | 192,772 | $5.87M | 2.0% | -0.3% | 0.342% | |
10/21/2024 | Sharkey Howes & Javer | 23,364 | $711K | 0.1% | -87.0% | 0.041% | |
10/18/2024 | Alpha Financial Advisors LLC | 7,652 | $233K | 0.1% | -6.3% | 0.014% | |
10/18/2024 | Capital Investment Advisors LLC | 120,302 | $3.66M | 0.1% | -4.0% | 0.214% | |
10/16/2024 | Global Retirement Partners LLC | 23,205 | $706K | 0.0% | -21.9% | 0.041% | |
10/16/2024 | Hengehold Capital Management LLC | 1,187,430 | $36.15M | 3.4% | +0.5% | 2.109% | |
10/16/2024 | Opal Wealth Advisors LLC | 101,016 | $3.08M | 1.0% | +3.5% | 0.179% | |
10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,205,859 | $36.71M | 0.8% | -0.2% | 2.142% | |
10/11/2024 | Creative Planning | 45,765 | $1.39M | 0.0% | +36.4% | 0.081% | |
10/11/2024 | Stegner Investment Associates Inc. | 14,050 | $428K | 0.3% | -3.3% | 0.025% | |
10/10/2024 | Koshinski Asset Management Inc. | 6,788 | $207K | 0.0% | N/A | 0.012% | |
10/10/2024 | Priebe Wealth Holdings LLC | 84,389 | $2.57M | 1.9% | +7.9% | 0.150% | |
10/10/2024 | Simplicity Wealth LLC | 11,875 | $361K | 0.0% | -49.5% | 0.021% | |
10/9/2024 | Iowa State Bank | 29,066 | $885K | 0.2% | -14.0% | 0.052% | |
10/8/2024 | Towneley Capital Management Inc DE | 30,499 | $928K | 0.2% | -10.3% | 0.054% | |
10/7/2024 | Sterling Group Wealth Management LLC | 150,946 | $4.60M | 2.4% | +1.0% | 0.268% | |
10/7/2024 | Fulton Bank N.A. | 17,000 | $517K | 0.0% | N/A | 0.030% | |
8/21/2024 | Truist Financial Corp | 705,393 | $19.97M | 0.0% | +1.2% | 1.253% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 24,656 | $698K | 0.0% | +138.9% | 0.044% | |
8/16/2024 | NewEdge Advisors LLC | 325,530 | $9.22M | 0.1% | +5.2% | 0.578% | |
8/16/2024 | Creative Planning | 33,543 | $950K | 0.0% | -8.6% | 0.060% | |
8/14/2024 | Mill Creek Capital Advisors LLC | 175,078 | $4.96M | 0.1% | -7.9% | 0.311% | |
8/14/2024 | Bank of Montreal Can | 614,992 | $17.57M | 0.0% | +135.2% | 1.092% | |
The centerpiece of Trump’s crypto’s masterplan … (Ad) Donald Trump wants to be America’s first crypto president.
He was the keynote speaker at the recent Bitcoin conference in Nashville …
Where he told an adoring crowd that the U.S. would become …
“The crypto capital of the planet and the Bitcoin superpower of the world.” Click here to find out more about what could be Trump and JD Vance’s favorite coin. |
8/12/2024 | Mercer Global Advisors Inc. ADV | 12,045 | $341K | 0.0% | -21.2% | 0.021% | |
8/9/2024 | Renaissance Technologies LLC | 27,300 | $773K | 0.0% | -45.0% | 0.048% | |
8/8/2024 | Envestnet Asset Management Inc. | 890,055 | $25.20M | 0.0% | -3.2% | 1.581% | |
8/8/2024 | HBK Sorce Advisory LLC | 39,773 | $1.13M | 0.0% | -2.9% | 0.071% | |
8/8/2024 | Abbrea Capital LLC | 65,124 | $1.84M | 0.2% | -2.6% | 0.116% | |
8/8/2024 | Wealthgarden F.S. LLC | 7,399 | $209K | 0.2% | N/A | 0.013% | |
8/8/2024 | Wambolt & Associates LLC | 18,523 | $525K | 0.2% | -18.7% | 0.033% | |
8/8/2024 | LPL Financial LLC | 1,120,771 | $31.73M | 0.0% | +4.3% | 1.991% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,177 | $33K | 0.0% | N/A | 0.002% | |
8/6/2024 | Strategic Financial Concepts LLC | 249,068 | $71K | 0.0% | +3,121.3% | 0.442% | |
8/6/2024 | Cobblestone Capital Advisors LLC NY | 526,045 | $14.89M | 0.9% | -2.3% | 0.934% | |
8/6/2024 | Savant Capital LLC | 139,451 | $3.95M | 0.0% | -1.7% | 0.248% | |
8/5/2024 | Private Advisor Group LLC | 353,692 | $10.01M | 0.1% | +11.0% | 0.628% | |
8/2/2024 | Foundations Investment Advisors LLC | 31,985 | $905K | 0.0% | N/A | 0.057% | |
8/1/2024 | Financial Counselors Inc. | 112,331 | $3.18M | 0.1% | +10.2% | 0.200% | |
8/1/2024 | Valmark Advisers Inc. | 145,759 | $4.13M | 0.1% | +3.5% | 0.259% | |
7/31/2024 | Commonwealth Equity Services LLC | 222,375 | $6.30M | 0.0% | +1.5% | 0.395% | |
7/30/2024 | Hantz Financial Services Inc. | 308,718 | $8.74M | 0.2% | +10.9% | 0.548% | |
7/30/2024 | Lodestar Private Asset Management LLC | 704,117 | $19.93M | 2.7% | +0.1% | 1.251% | |
7/30/2024 | First Personal Financial Services | 206,717 | $5.85M | 1.3% | +0.9% | 0.367% | |
7/29/2024 | Banco Santander S.A. | 11,159 | $316K | 0.0% | -5.5% | 0.020% | |
7/29/2024 | Whittier Trust Co. | 272,752 | $7.72M | 0.1% | -0.7% | 0.484% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 134,696 | $3.81M | 0.8% | +8.6% | 0.239% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 521,680 | $14.77M | 0.4% | +6.8% | 0.927% | |
7/26/2024 | Bank of New York Mellon Corp | 52,415 | $1.48M | 0.0% | +4.6% | 0.093% | |
7/25/2024 | Courage Miller Partners LLC | 193,405 | $5.48M | 2.0% | +0.4% | 0.344% | |
7/23/2024 | Alpha Financial Advisors LLC | 8,168 | $231K | 0.1% | -9.3% | 0.015% | |
7/23/2024 | Towneley Capital Management Inc DE | 33,998 | $962K | 0.2% | -19.7% | 0.060% | |
7/23/2024 | Iowa State Bank | 33,779 | $956K | 0.2% | -3.1% | 0.060% | |
7/22/2024 | Masso Torrence Wealth Management Inc. | 35,417 | $1.00M | 0.6% | +13.1% | 0.063% | |
7/22/2024 | Focus Financial Network Inc. | 286,116 | $8.34M | 0.3% | +2.1% | 0.508% | |
7/22/2024 | Dakota Wealth Management | 99,889 | $2.83M | 0.1% | -1.5% | 0.177% | |
7/19/2024 | Chesley Taft & Associates LLC | 13,024 | $369K | 0.0% | -21.0% | 0.023% | |
7/19/2024 | Raymond James & Associates | 50,576 | $1.43M | 0.0% | +411.2% | 0.090% | |
7/17/2024 | Montecito Bank & Trust | 133,030 | $3.77M | 0.8% | -8.2% | 0.236% | |
7/17/2024 | Priebe Wealth Holdings LLC | 78,199 | $2.21M | 1.8% | +12.5% | 0.139% | |
7/17/2024 | Sharkey Howes & Javer | 180,331 | $5.11M | 0.8% | -6.1% | 0.320% | |
7/17/2024 | Hengehold Capital Management LLC | 1,181,081 | $33.44M | 3.5% | -1.6% | 2.098% | |
7/17/2024 | IAG Wealth Partners LLC | 346,053 | $9.80M | 2.0% | -1.1% | 0.615% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 834,211 | $23.62M | 0.1% | -8.4% | 1.482% | |
7/16/2024 | Sequoia Financial Advisors LLC | 571,466 | $16.18M | 0.2% | -11.8% | 1.015% | |
7/16/2024 | Sterling Group Wealth Management LLC | 149,409 | $4.23M | 2.4% | N/A | 0.265% | |
7/15/2024 | Newman Dignan & Sheerar Inc. | 35,241 | $998K | 0.3% | +2.1% | 0.063% | |
7/15/2024 | SMI Advisory Services LLC | 18,224 | $525K | 0.1% | -2.9% | 0.032% | |
7/12/2024 | Opal Wealth Advisors LLC | 97,582 | $2.76M | 0.9% | +3.4% | 0.173% | |
7/12/2024 | Capital Investment Advisors LLC | 125,272 | $3.55M | 0.1% | -6.8% | 0.223% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,207,777 | $34.19M | 0.7% | +2.2% | 2.145% | |
7/10/2024 | Simplicity Wealth LLC | 23,498 | $665K | 0.0% | +6.8% | 0.042% | |
5/16/2024 | Jane Street Group LLC | 1,910,919 | $54.27M | 0.0% | +221.5% | 3.394% | |
5/14/2024 | First Commonwealth Financial Corp PA | 13,365 | $380K | 0.1% | -3.8% | 0.024% | |
The centerpiece of Trump’s crypto’s masterplan … (Ad) Donald Trump wants to be America’s first crypto president.
He was the keynote speaker at the recent Bitcoin conference in Nashville …
Where he told an adoring crowd that the U.S. would become …
“The crypto capital of the planet and the Bitcoin superpower of the world.” Click here to find out more about what could be Trump and JD Vance’s favorite coin. |
5/14/2024 | OLD Mission Capital LLC | 392,164 | $11.14M | 0.2% | N/A | 0.697% | |
5/14/2024 | Tiemann Investment Advisors LLC | 128,805 | $3.66M | 1.6% | -0.6% | 0.229% | |
5/14/2024 | Pitcairn Co. | 1,201,556 | $34.12M | 2.2% | -0.1% | 2.134% | |
5/13/2024 | Signature Estate & Investment Advisors LLC | 488,421 | $13.87M | 0.4% | N/A | 0.868% | |
5/10/2024 | TIAA Trust National Association | 17,707 | $503K | 0.0% | -7.1% | 0.031% | |
5/10/2024 | Banco Santander S.A. | 11,805 | $335K | 0.0% | -28.4% | 0.021% | |
5/9/2024 | HBK Sorce Advisory LLC | 40,974 | $1.16M | 0.0% | -4.0% | 0.073% | |
5/7/2024 | Abbrea Capital LLC | 66,859 | $1.90M | 0.3% | -4.3% | 0.119% | |
5/7/2024 | Hantz Financial Services Inc. | 278,389 | $7.91M | 2.6% | -2.1% | 0.494% | |
5/6/2024 | Mitchell Capital Management Co. | 14,056 | $399K | 0.1% | -33.7% | 0.025% | |