| 8/12/2025 | Summit Global Investments | 57,204 | $2.18M | 0.1% | -1.0% | 0.260% | |
| 8/12/2025 | Titleist Asset Management LLC | 95,432 | $3.64M | 0.4% | +1.7% | 0.434% | |
| 8/12/2025 | Cowa LLC | 6,097 | $232K | 0.1% | N/A | 0.028% | |
| 8/11/2025 | Anderson Financial Strategies LLC | 121,075 | $4.62M | 3.0% | +2.9% | 0.575% | |
| 8/8/2025 | Cetera Investment Advisers | 1,345,538 | $51.29M | 0.1% | +6.1% | 6.392% | |
| 8/8/2025 | Creative Planning | 8,287 | $316K | 0.0% | +9.2% | 0.039% | |
| 8/8/2025 | WealthShield Partners LLC | 54,740 | $2.09M | 0.3% | -2.5% | 0.260% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 11,487 | $438K | 0.0% | +51.3% | 0.055% | |
| 8/7/2025 | Samalin Investment Counsel LLC | 5,474 | $209K | 0.1% | N/A | 0.026% | |
| 8/6/2025 | AE Wealth Management LLC | 289,124 | $11.02M | 0.1% | -22.9% | 1.374% | |
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| 8/6/2025 | Wedbush Securities Inc. | 13,459 | $513K | 0.0% | N/A | 0.064% | |
| 8/6/2025 | Three Cord True Wealth Management LLC | 164,494 | $6.27M | 4.7% | +6.5% | 0.781% | |
| 8/6/2025 | Able Wealth Management LLC | 62,016 | $2.36M | 1.2% | +26.9% | 0.295% | |
| 8/6/2025 | Columbia River Financial Group LLC | 74,293 | $2.84M | 1.8% | +2.3% | 0.353% | |
| 8/6/2025 | RFG Bristol Wealth Advisors LLC | 113,689 | $4.33M | 1.3% | N/A | 0.540% | |
| 8/5/2025 | Bank of Montreal Can | 1,380 | $53K | 0.0% | +58.3% | 0.007% | |
| 8/5/2025 | Intellectus Partners LLC | 5,690 | $217K | 0.0% | -7.7% | 0.027% | |
| 8/5/2025 | swisspartners Advisors Ltd | 233,650 | $8.90M | 8.4% | +3.9% | 1.110% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 148,511 | $5.66M | 0.4% | +34.9% | 0.706% | |
| 8/4/2025 | Kovack Advisors Inc. | 5,451 | $208K | 0.0% | N/A | 0.026% | |
| 8/4/2025 | Atria Investments Inc | 52,003 | $1.98M | 0.0% | +2.3% | 0.247% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 164,625 | $6.28M | 0.0% | +23.8% | 0.782% | |
| 7/31/2025 | Trademark Financial Management LLC | 19,841 | $756K | 0.5% | -69.6% | 0.094% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 7,808 | $303K | 0.1% | +17.0% | 0.037% | |
| 7/30/2025 | LifeWealth Investments LLC | 9,340 | $356K | 0.1% | -8.6% | 0.044% | |
| 7/29/2025 | Systelligence LLC | 205,737 | $7.84M | 1.5% | -0.9% | 0.977% | |
| 7/29/2025 | Manchester Financial Inc. | 31,372 | $1.20M | 0.3% | +90.3% | 0.149% | |
| 7/29/2025 | Rodgers & Associates LTD | 54,476 | $2.08M | 0.2% | +0.9% | 0.259% | |
| 7/28/2025 | Tower Wealth Partners Inc. | 158,944 | $6.06M | 3.6% | +1.9% | 0.755% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 1,270 | $48K | 0.0% | N/A | 0.006% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 10,168 | $392K | 0.0% | +13.8% | 0.048% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,378 | $243K | 0.0% | -26.8% | 0.030% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 242,807 | $9.26M | 0.2% | -2.7% | 1.153% | |
| 7/23/2025 | InTrack Investment Management Inc | 7,566 | $288K | 0.2% | N/A | 0.036% | |
| 7/23/2025 | RiverTree Advisors LLC | 9,516 | $363K | 0.2% | -43.0% | 0.045% | |
| 7/23/2025 | Drake & Associates LLC | 238,741 | $9.10M | 2.2% | +4.2% | 1.134% | |
| 7/22/2025 | Three Cord True Wealth Management LLC | 164,494 | $6.27M | 11.5% | +6.5% | 0.781% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 48,447 | $1.85M | 0.7% | +3.3% | 0.230% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 31,867 | $1.22M | 0.1% | N/A | 0.151% | |
| 7/18/2025 | B.O.S.S. Retirement Advisors LLC | 31,241 | $1.19M | 0.3% | -28.9% | 0.148% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
| 7/18/2025 | Truist Financial Corp | 55,202 | $2.10M | 0.0% | +4.4% | 0.262% | |
| 7/16/2025 | Old Port Advisors | 86,963 | $3.32M | 0.9% | -18.9% | 0.413% | |
| 7/15/2025 | Retirement Income Solutions Inc | 14,169 | $540K | 0.1% | +29.1% | 0.067% | |
| 7/14/2025 | Financial Advisory Partners LLC | 9,832 | $375K | 0.1% | +11.2% | 0.047% | |
| 7/11/2025 | Bond & Devick Financial Network Inc. | 220,242 | $8.40M | 2.8% | +3.0% | 1.061% | |
| 7/11/2025 | Farther Finance Advisors LLC | 9,208 | $351K | 0.0% | +289.7% | 0.044% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 22,251 | $848K | 0.1% | -5.4% | 0.107% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 101,741 | $3.88M | 0.5% | +3.2% | 0.490% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 66,824 | $2.60M | 0.0% | N/A | 0.322% | |
| 7/7/2025 | RDA Financial Network | 38,628 | $1.47M | 0.4% | +4.8% | 0.186% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 117,655 | $4.20M | 2.6% | -3.4% | 0.621% | |
| 5/20/2025 | Focus Partners Wealth | 45,827 | $1.64M | 0.0% | -3.9% | 0.242% | |
| 5/19/2025 | Jane Street Group LLC | 95,043 | $3.39M | 0.0% | +1,501.9% | 0.502% | |
| 5/16/2025 | Jones Financial Companies Lllp | 70,523 | $2.59M | 0.0% | +466.1% | 0.389% | |
| 5/16/2025 | AlTi Global Inc. | 15,440 | $549K | 0.0% | +100.0% | 0.085% | |
| 5/15/2025 | Royal Bank of Canada | 305,072 | $10.89M | 0.0% | +3.3% | 1.681% | |
| 5/15/2025 | Titleist Asset Management LLC | 93,792 | $3.35M | 0.4% | +1.5% | 0.517% | |
| 5/15/2025 | OLD Mission Capital LLC | 66,622 | $2.38M | 0.0% | +284.3% | 0.367% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 11,327 | $404K | 0.0% | -12.5% | 0.062% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 18,784 | $673K | 0.1% | +17.1% | 0.103% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 308,505 | $11.01M | 0.0% | +15.8% | 1.700% | |
| 5/13/2025 | Raymond James Financial Inc. | 280,148 | $10.00M | 0.0% | +2.6% | 1.544% | |
| 5/13/2025 | Comprehensive Wealth Management LLC | 44,247 | $1.58M | 1.1% | N/A | 0.244% | |
| 5/12/2025 | Invesco Ltd. | 20,249 | $723K | 0.0% | -3.5% | 0.112% | |
| 5/9/2025 | Deutsche Bank AG | 17,017 | $608K | 0.0% | -28.0% | 0.094% | |
| 5/9/2025 | WealthShield Partners LLC | 56,123 | $2.00M | 0.3% | +5.2% | 0.309% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,935 | $319K | 0.0% | +18.8% | 0.049% | |
| 5/9/2025 | Plan Group Financial LLC | 73,889 | $2.64M | 0.9% | N/A | 0.407% | |
| 5/8/2025 | US Bancorp DE | 13,584 | $485K | 0.0% | +502.4% | 0.075% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 7,592 | $271K | 0.0% | -11.3% | 0.042% | |
| 5/7/2025 | LPL Financial LLC | 853,638 | $30.48M | 0.0% | +12.0% | 4.703% | |
| 5/7/2025 | First Heartland Consultants Inc. | 153,273 | $5.47M | 0.6% | -3.8% | 0.844% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 46,877 | $1.67M | 0.6% | -4.2% | 0.258% | |
| 5/6/2025 | Cetera Investment Advisers | 1,267,904 | $45.26M | 0.1% | +2.6% | 6.986% | |
| 5/6/2025 | AE Wealth Management LLC | 375,180 | $13.39M | 0.1% | -9.4% | 2.067% | |
| 5/6/2025 | Retirement Income Solutions Inc | 10,979 | $392K | 0.1% | -10.6% | 0.060% | |
| 5/6/2025 | Advisors Preferred LLC | 1,747 | $63K | 0.0% | N/A | 0.010% | |
| 5/6/2025 | Old Port Advisors | 107,222 | $3.83M | 1.1% | -4.6% | 0.591% | |
| 5/5/2025 | IFP Advisors Inc | 67,874 | $2.42M | 0.1% | +4.8% | 0.374% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 131,374 | $4.69M | 0.1% | +24.9% | 0.724% | |
| 5/5/2025 | Private Advisor Group LLC | 8,514 | $304K | 0.0% | -3.4% | 0.047% | |
| 5/2/2025 | ESG Planning DBA Harper Investing | 43,921 | $1.57M | 1.0% | +36.4% | 0.242% | |
| 5/1/2025 | Asset Dedication LLC | 22,487 | $803K | 0.1% | -21.0% | 0.124% | |
| 5/1/2025 | Quest 10 Wealth Builders Inc. | 9,577 | $342K | 0.4% | -5.9% | 0.053% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 11,511 | $411K | 0.0% | +11.9% | 0.063% | |
| 4/30/2025 | M&T Bank Corp | 311,255 | $11.11M | 0.0% | -0.7% | 1.715% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 132,937 | $4.75M | 0.0% | +11.8% | 0.732% | |
| 4/29/2025 | Drake & Associates LLC | 229,207 | $8.18M | 2.3% | +2.7% | 1.263% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 249,491 | $8.91M | 0.2% | -1.6% | 1.375% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 8,775 | $313K | 0.0% | +493.7% | 0.048% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
| 4/29/2025 | Columbia River Financial Group LLC | 72,637 | $2.59M | 1.7% | +5.9% | 0.400% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 23,515 | $843K | 0.1% | +2.4% | 0.130% | |
| 4/28/2025 | Able Wealth Management LLC | 48,876 | $1.75M | 0.9% | +44.0% | 0.269% | |
| 4/25/2025 | Perissos Private Wealth Management LLC | 77,891 | $2.78M | 2.5% | N/A | 0.434% | |
| 4/25/2025 | Trademark Financial Management LLC | 65,240 | $2.33M | 1.8% | -18.7% | 0.363% | |
| 4/24/2025 | swisspartners Advisors Ltd | 224,890 | $8.03M | 7.5% | +3.7% | 1.253% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 110,117 | $3.93M | 0.3% | +1.2% | 0.613% | |
| 4/23/2025 | Williams Financial LLC | 28,743 | $1.03M | 0.7% | N/A | 0.160% | |
| 4/23/2025 | Systelligence LLC | 207,503 | $7.41M | 1.8% | -1.7% | 1.156% | |
| 4/22/2025 | Three Cord True Wealth Management LLC | 154,418 | $5.51M | 4.7% | +8.0% | 0.860% | |
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