8/8/2025 | Cetera Investment Advisers | 21,706 | $420K | 0.0% | N/A | 0.342% | |
8/8/2025 | Ignite Planners LLC | 18,535 | $364K | 0.1% | +16.4% | 0.292% | |
8/1/2025 | Solstein Capital LLC | 43,827 | $849K | 0.4% | +274.4% | 0.690% | |
8/1/2025 | Envestnet Asset Management Inc. | 36,374 | $705K | 0.0% | -35.5% | 0.573% | |
7/31/2025 | GenTrust LLC | 128,681 | $2.49M | 0.1% | -6.1% | 2.026% | |
7/23/2025 | Ignite Planners LLC | 18,537 | $364K | 0.1% | +16.4% | 0.294% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 37,900 | $734K | 0.0% | +21.5% | 0.602% | |
7/9/2025 | Pines Wealth Management LLC | 29,969 | $581K | 0.2% | -40.6% | 0.495% | |
7/9/2025 | Camelot Technology Advisors Inc. | 30,955 | $600K | 0.5% | -12.9% | 0.512% | |
6/2/2025 | Modern Wealth Management LLC | 77,505 | $1.49M | 0.0% | +21.7% | 1.271% | |
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5/19/2025 | Jane Street Group LLC | 53,307 | $1.02M | 0.0% | +73.9% | 0.874% | |
5/15/2025 | Royal Bank of Canada | 86,747 | $1.66M | 0.0% | +114.6% | 1.422% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 80,811 | $1.55M | 0.4% | N/A | 1.325% | |
5/14/2025 | Flow Traders U.S. LLC | 47,842 | $918K | 0.0% | N/A | 0.784% | |
5/13/2025 | HighTower Advisors LLC | 244,004 | $4.68M | 0.0% | -9.4% | 4.000% | |
5/7/2025 | LPL Financial LLC | 93,170 | $1.79M | 0.0% | +3.2% | 1.527% | |
5/6/2025 | Ignite Planners LLC | 15,919 | $286K | 0.1% | +30.6% | 0.261% | |
5/6/2025 | WT Wealth Management | 32,056 | $615K | 0.2% | +46.6% | 0.526% | |
4/29/2025 | Envestnet Asset Management Inc. | 56,407 | $1.08M | 0.0% | -30.0% | 0.925% | |
4/23/2025 | GenTrust LLC | 137,031 | $2.63M | 0.1% | +12.3% | 2.246% | |
4/21/2025 | Autumn Glory Partners LLC | 20,000 | $384K | 0.2% | +33.3% | 0.328% | |
4/17/2025 | Solstein Capital LLC | 11,707 | $225K | 0.1% | +76.8% | 0.192% | |
4/14/2025 | Camelot Technology Advisors Inc. | 35,544 | $682K | 0.6% | -2.1% | 0.583% | |
4/11/2025 | Pines Wealth Management LLC | 50,430 | $968K | 0.4% | +1.3% | 0.827% | |
4/11/2025 | SeaCrest Wealth Management LLC | 30,978 | $594K | 0.1% | +14.6% | 0.508% | |
2/17/2025 | Thornburg Investment Management Inc. | 29,168 | $550K | 0.0% | -15.2% | 0.392% | |
2/17/2025 | CoreCap Advisors LLC | 2,845 | $54K | 0.0% | +23.1% | 0.038% | |
2/17/2025 | Cetera Investment Advisers | 20,199 | $381K | 0.0% | -33.8% | 0.271% | |
2/17/2025 | Bank of America Corp DE | 154,059 | $2.90M | 0.0% | +33.1% | 2.068% | |
2/17/2025 | BNP Paribas Financial Markets | 2,092 | $39K | 0.0% | -95.0% | 0.028% | |
2/17/2025 | Ameriprise Financial Inc. | 72,614 | $1.37M | 0.0% | +7.4% | 0.975% | |
2/14/2025 | Jane Street Group LLC | 30,649 | $578K | 0.0% | +55.2% | 0.411% | |
2/13/2025 | Advisory Services Network LLC | 182,259 | $3.44M | 0.1% | N/A | 2.446% | |
2/13/2025 | Wells Fargo & Company MN | 238,492 | $4.50M | 0.0% | +36.0% | 3.201% | |
2/12/2025 | JPMorgan Chase & Co. | 2,958 | $56K | 0.0% | -22.6% | 0.040% | |
2/11/2025 | Modern Wealth Management LLC | 67,450 | $1.30M | 0.0% | +13.8% | 0.905% | |
2/11/2025 | LPL Financial LLC | 90,253 | $1.70M | 0.0% | +8.2% | 1.211% | |
2/10/2025 | Picton Mahoney Asset Management | 12,810 | $241K | 0.0% | -31.5% | 0.172% | |
2/7/2025 | HighTower Advisors LLC | 269,300 | $5.08M | 0.0% | +42.0% | 3.615% | |
2/7/2025 | Daiwa Securities Group Inc. | 59,300 | $1.12M | 0.0% | +10.0% | 0.796% | |
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2/5/2025 | WT Wealth Management | 21,862 | $412K | 0.1% | +42.5% | 0.293% | |
2/5/2025 | GenTrust LLC | 122,031 | $2.30M | 0.1% | +7.0% | 1.638% | |
2/4/2025 | Lake Street Advisors Group LLC | 166,964 | $3.15M | 0.1% | +81.7% | 2.241% | |
1/30/2025 | Autumn Glory Partners LLC | 15,000 | $283K | 0.1% | +50.0% | 0.201% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 31,000 | $588K | 0.0% | +26.0% | 0.416% | |
1/17/2025 | Apeiron RIA LLC | 24,277 | $458K | 0.1% | N/A | 0.326% | |
1/17/2025 | Camelot Technology Advisors Inc. | 36,313 | $685K | 0.6% | +3.5% | 0.487% | |
1/14/2025 | Pines Wealth Management LLC | 49,778 | $936K | 0.4% | N/A | 0.668% | |
1/14/2025 | SeaCrest Wealth Management LLC | 27,032 | $510K | 0.1% | +29.3% | 0.363% | |
1/14/2025 | Ignite Planners LLC | 12,187 | $226K | 0.0% | +15.5% | 0.164% | |
1/13/2025 | Davis Investment Partners LLC | 25,893 | $487K | 0.2% | +68.1% | 0.348% | |
11/15/2024 | MML Investors Services LLC | 15,025 | $312K | 0.0% | +5.8% | 0.202% | |
11/15/2024 | Jane Street Group LLC | 19,746 | $411K | 0.0% | -85.8% | 0.265% | |
11/15/2024 | Stifel Financial Corp | 12,916 | $269K | 0.0% | N/A | 0.173% | |
11/15/2024 | HighTower Advisors LLC | 189,712 | $3.94M | 0.0% | +0.5% | 2.546% | |
11/14/2024 | Flow Traders U.S. LLC | 65,314 | $1.36M | 0.1% | -17.3% | 0.877% | |
11/13/2024 | BNP Paribas Financial Markets | 41,461 | $862K | 0.0% | N/A | 0.557% | |
11/13/2024 | The Manufacturers Life Insurance Company | 20,725 | $431K | 0.0% | -69.4% | 0.278% | |
11/5/2024 | Apollon Wealth Management LLC | 12,817 | $266K | 0.0% | N/A | 0.172% | |
10/25/2024 | WestEnd Advisors LLC | 5,410 | $112K | 0.0% | +255.5% | 0.073% | |
10/24/2024 | Autumn Glory Partners LLC | 10,000 | $208K | 0.1% | N/A | 0.134% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 24,600 | $515K | 0.0% | -13.7% | 0.330% | |
10/22/2024 | International Assets Investment Management LLC | 158,972 | $3.31M | 0.0% | +15,671.0% | 2.134% | |
10/22/2024 | WT Wealth Management | 15,345 | $317K | 0.1% | N/A | 0.206% | |
10/18/2024 | Glenorchy Capital Ltd | 132,329 | $2.75M | 0.9% | +33.8% | 1.776% | |
10/16/2024 | SeaCrest Wealth Management LLC | 20,914 | $435K | 0.0% | N/A | 0.281% | |
10/8/2024 | Ignite Planners LLC | 10,548 | $219K | 0.1% | N/A | 0.142% | |
10/7/2024 | Camelot Technology Advisors Inc. | 35,096 | $730K | 0.6% | -20.6% | 0.471% | |
8/15/2024 | The Manufacturers Life Insurance Company | 67,620 | $1.36M | 0.0% | +536.7% | 0.908% | |
8/14/2024 | Insigneo Advisory Services LLC | 31,337 | $575K | 0.1% | N/A | 0.421% | |
8/7/2024 | Daiwa Securities Group Inc. | 53,900 | $1.09M | 0.0% | -3.4% | 0.723% | |
8/6/2024 | Asset Dedication LLC | 1,595 | $32K | 0.0% | N/A | 0.021% | |
7/31/2024 | Picton Mahoney Asset Management | 18,460 | $372K | 0.0% | +10.0% | 0.248% | |
7/26/2024 | Solstein Capital LLC | 6,621 | $133K | 0.1% | N/A | 0.089% | |
7/16/2024 | Apeiron RIA LLC | 26,292 | $530K | 0.2% | +3.4% | 0.353% | |
5/17/2024 | Comerica Bank | 1,940 | $35K | 0.0% | -32.0% | 0.026% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 53,553 | $962K | 0.2% | N/A | 0.719% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 56,136 | $1.08M | 0.0% | N/A | 0.754% | |
5/14/2024 | Lake Street Advisors Group LLC | 91,913 | $1.65M | 0.1% | N/A | 1.234% | |
5/9/2024 | Picton Mahoney Asset Management | 16,780 | $301K | 0.0% | -11.3% | 0.225% | |
5/2/2024 | Daiwa Securities Group Inc. | 55,800 | $1.00M | 0.0% | +15.8% | 0.749% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 36,200 | $650K | 0.0% | +29.3% | 0.486% | |
4/24/2024 | U S Global Investors Inc. | 5,400 | $97K | 0.0% | N/A | 0.079% | |
4/19/2024 | GenTrust LLC | 114,031 | $2.05M | 0.1% | -6.8% | 1.677% | |
3/14/2024 | Leo Wealth LLC | 12,026 | $220K | 0.0% | N/A | 0.132% | |
2/6/2024 | Picton Mahoney Asset Management | 18,920 | $346K | 0.0% | +44.2% | 0.208% | |
2/6/2024 | National Bank of Canada FI | 3,895 | $70K | 0.0% | +389.9% | 0.043% | |
2/2/2024 | Glenorchy Capital Ltd | 72,450 | $1.33M | 0.5% | N/A | 0.796% | |
2/1/2024 | CWM LLC | 6,432 | $118K | 0.0% | +228.0% | 0.071% | |
1/30/2024 | Capital Analysts LLC | 2,384 | $44K | 0.0% | N/A | 0.026% | |
GENIUS Act: Cancel Your Money? (Ad) A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control.
Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live. Get the free info kit with 3 strategies to sidestep digital dollar control. |
1/25/2024 | International Assets Investment Management LLC | 150,633 | $2.76M | 0.0% | N/A | 1.655% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 28,000 | $512K | 0.0% | -15.2% | 0.308% | |
1/24/2024 | International Assets Investment Management LLC | 150,633 | $2.76M | 0.0% | N/A | 1.655% | |
1/18/2024 | Global Retirement Partners LLC | 1,500 | $26K | 0.0% | -75.7% | 0.016% | |
1/18/2024 | GenTrust LLC | 122,344 | $2.24M | 0.1% | +9.1% | 1.344% | |
1/16/2024 | Raymond James & Associates | 24,785 | $454K | 0.0% | -2.6% | 0.272% | |
1/12/2024 | Apeiron RIA LLC | 28,375 | $519K | 0.2% | +10.3% | 0.312% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 56,136 | $1.08M | 0.0% | -42.3% | 0.617% | |
11/15/2023 | Scotia Capital Inc. | 29,335 | $562K | 0.0% | +11.8% | 0.322% | |
11/13/2023 | LPL Financial LLC | 186,793 | $3.58M | 0.0% | +69.9% | 2.053% | |