| 8/18/2025 | Geneos Wealth Management Inc. | 975 | $37K | 0.0% | -32.3% | 0.041% | |
| 8/15/2025 | Bank of America Corp DE | 112,167 | $4.30M | 0.0% | +80.4% | 4.753% | |
| 8/8/2025 | Cetera Investment Advisers | 8,843 | $339K | 0.0% | -12.4% | 0.375% | |
| 8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 29,478 | $1.13M | 0.0% | +35.0% | 1.249% | |
| 7/31/2025 | Money Design Co. Ltd. | 5,371 | $206K | 0.0% | -14.1% | 0.228% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 22,845 | $875K | 0.7% | -1.3% | 0.972% | |
| 7/18/2025 | PFG Investments LLC | 21,305 | $816K | 0.0% | +1.4% | 0.907% | |
| 7/16/2025 | Perigon Wealth Management LLC | 48,445 | $1.86M | 0.0% | -1.2% | 2.079% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,006 | $39K | 0.0% | +222.4% | 0.043% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 30,036 | $1.15M | 0.1% | +2.6% | 1.289% | |
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| 5/29/2025 | Nova Wealth Management Inc. | 1,650 | $58K | 0.0% | +400.0% | 0.074% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,440 | $51K | 0.0% | +400.0% | 0.065% | |
| 5/19/2025 | Advisory Alpha LLC | 6,468 | $229K | 0.0% | +400.2% | 0.291% | |
| 5/14/2025 | Flow Traders U.S. LLC | 15,420 | $546K | 0.0% | N/A | 0.691% | |
| 5/14/2025 | Capital Analysts LLC | 22,825 | $809K | 0.0% | +396.5% | 1.024% | |
| 5/12/2025 | National Bank of Canada FI | 63,735 | $2.26M | 0.0% | +42,390.0% | 2.858% | |
| 5/7/2025 | LPL Financial LLC | 42,738 | $1.51M | 0.0% | +417.7% | 1.917% | |
| 5/6/2025 | Cetera Investment Advisers | 10,094 | $358K | 0.0% | +428.5% | 0.453% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 21,828 | $774K | 0.0% | +413.0% | 0.979% | |
| 4/28/2025 | Money Design Co. Ltd. | 6,256 | $222K | 0.0% | +381.2% | 0.281% | |
| 4/23/2025 | Perigon Wealth Management LLC | 49,019 | $1.74M | 0.0% | +404.8% | 2.179% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 23,155 | $821K | 0.7% | +379.1% | 1.029% | |
| 4/22/2025 | PFG Investments LLC | 21,010 | $745K | 0.0% | +381.4% | 0.934% | |
| 4/17/2025 | Pacific Sun Financial Corp | 16,705 | $592K | 0.3% | +401.7% | 0.742% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,750 | $346K | 0.0% | N/A | 0.433% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 743 | $26K | 0.0% | +398.7% | 0.033% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 29,286 | $1.04M | 0.1% | +368.1% | 1.302% | |
| 4/10/2025 | Bridge Creek Capital Management LLC | 6,200 | $220K | 0.1% | N/A | 0.276% | |
| 4/8/2025 | Advisory Alpha LLC | 6,467 | $229K | 0.0% | +400.2% | 0.287% | |
| 3/4/2025 | Comprehensive Money Management Services LLC | 4,833 | $828K | 0.7% | N/A | 0.221% | |
| 2/17/2025 | Cetera Investment Advisers | 1,910 | $327K | 0.0% | +26.8% | 0.444% | |
| 2/17/2025 | Bank of America Corp DE | 13,733 | $2.35M | 0.0% | -3.5% | 3.194% | |
| 2/14/2025 | Capital Analysts LLC | 4,597 | $788K | 0.0% | +6.8% | 1.069% | |
| 2/13/2025 | Raymond James Financial Inc. | 2,703 | $463K | 0.0% | N/A | 0.629% | |
| 2/10/2025 | Corient Private Wealth LLC | 2,200 | $377K | 0.0% | N/A | 0.512% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 2,237 | $383K | 0.0% | +23.7% | 0.520% | |
| 2/6/2025 | Raymond James Financial Inc. | 2,703 | $463K | 0.0% | N/A | 0.629% | |
| 2/3/2025 | Boston Financial Mangement LLC | 2,304 | $395K | 0.0% | -4.8% | 0.536% | |
| 1/31/2025 | Global Retirement Partners LLC | 302 | $52K | 0.0% | N/A | 0.070% | |
| 1/30/2025 | Principal Securities Inc. | 170 | $29K | 0.0% | +161.5% | 0.040% | |
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 |
| 1/27/2025 | Silverlake Wealth Management LLC | 1,685 | $289K | 0.1% | -5.1% | 0.392% | |
| 1/23/2025 | Money Design Co. Ltd. | 1,300 | $223K | 0.0% | -18.1% | 0.302% | |
| 1/22/2025 | Perigon Wealth Management LLC | 9,710 | $1.72M | 0.0% | -5.2% | 2.258% | |
| 1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 4,255 | $729K | 0.0% | -2.4% | 0.990% | |
| 11/15/2024 | Jane Street Group LLC | 1,873 | $338K | 0.0% | -26.6% | 0.436% | |
| 10/25/2024 | Boston Financial Mangement LLC | 2,419 | $437K | 0.0% | -14.7% | 0.563% | |
| 10/24/2024 | PFG Investments LLC | 4,393 | $793K | 0.1% | +2.8% | 1.022% | |
| 10/10/2024 | Silverlake Wealth Management LLC | 1,775 | $320K | 0.1% | +34.1% | 0.413% | |
| 10/9/2024 | Money Design Co. Ltd. | 1,587 | $286K | 0.0% | -11.1% | 0.369% | |
| 8/3/2024 | National Bank of Canada FI | 150 | $26K | 0.0% | -102.8% | 0.035% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 1,868 | $319K | 0.0% | +23.2% | 0.434% | |
| 7/30/2024 | Boston Financial Mangement LLC | 2,837 | $484K | 0.0% | -5.4% | 0.660% | |
| 7/22/2024 | SeaCrest Wealth Management LLC | 6,256 | $1.07M | 0.1% | -3.1% | 1.455% | |
| 7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 4,020 | $686K | 0.0% | +20.2% | 0.935% | |
| 5/6/2024 | Advisory Alpha LLC | 1,290 | $216K | 0.0% | N/A | 0.300% | |
| 4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 3,345 | $560K | 0.0% | -7.0% | 0.743% | |
| 4/22/2024 | PFG Investments LLC | 4,247 | $712K | 0.0% | +1.5% | 0.944% | |
| 2/13/2024 | 360 Financial Inc. | 17,040 | $2.60M | 1.1% | N/A | 3.215% | |
| 2/8/2024 | Pacific Sun Financial Corp | 3,330 | $508K | 0.3% | -4.0% | 0.628% | |
| 1/30/2024 | Capital Analysts LLC | 3,151 | $480K | 0.0% | +138.0% | 0.595% | |
| 1/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 3,598 | $548K | 0.0% | N/A | 0.679% | |
| 1/29/2024 | Money Design Co. Ltd. | 2,627 | $400K | 0.0% | -12.2% | 0.496% | |
| 1/16/2024 | Raymond James & Associates | 1,798 | $274K | 0.0% | +5.4% | 0.339% | |
| 11/9/2023 | Boston Financial Mangement LLC | 3,293 | $472K | 0.0% | +11.8% | 0.621% | |
| 10/30/2023 | Money Design Co. Ltd. | 2,993 | $429K | 0.0% | -31.6% | 0.565% | |
| 10/12/2023 | SeaCrest Wealth Management LLC | 6,478 | $928K | 0.1% | -4.1% | 1.222% | |
| 8/8/2023 | Catalyst Capital Advisors LLC | 825 | $133K | 0.0% | -15.5% | 0.176% | |
| 8/3/2023 | PFG Investments LLC | 4,157 | $672K | 0.1% | +2.4% | 0.884% | |
| 7/31/2023 | LPL Financial LLC | 5,818 | $940K | 0.0% | +9.1% | 1.238% | |
| 7/28/2023 | Money Design Co. Ltd. | 4,375 | $707K | 0.0% | -30.5% | 0.931% | |
| 7/19/2023 | TAP Consulting LLC | 8,323 | $1.35M | 0.3% | -2.4% | 1.771% | |
| 7/14/2023 | SeaCrest Wealth Management LLC | 6,753 | $1.09M | 0.1% | -8.2% | 1.437% | |
| 7/12/2023 | Pacific Sun Financial Corp | 3,630 | $528K | 0.4% | N/A | 0.772% | |
| 5/15/2023 | Catalyst Capital Advisors LLC | 976 | $142K | 0.0% | -7.5% | 0.191% | |
| 5/11/2023 | PFG Investments LLC | 4,060 | $591K | 0.1% | N/A | 0.796% | |
| 5/11/2023 | Brown Brothers Harriman & Co. | 282 | $41K | 0.0% | N/A | 0.055% | |
| 5/3/2023 | Insight Advisors LLC PA | 1,675 | $244K | 0.1% | -14.2% | 0.328% | |
| 4/27/2023 | Money Design Co. Ltd. | 6,298 | $917K | 0.1% | N/A | 1.235% | |
| 4/25/2023 | Millburn Ridgefield Corp | 976 | $142K | 0.0% | -7.5% | 0.191% | |
| 4/18/2023 | TAP Consulting LLC | 8,524 | $1.24M | 0.3% | N/A | 1.671% | |
| 2/21/2023 | Insight Advisors LLC PA | 1,953 | $265K | 0.1% | N/A | 0.399% | |
| 2/8/2023 | Cambridge Investment Research Advisors Inc. | 1,650 | $225K | 0.0% | -17.7% | 0.337% | |
| 2/7/2023 | Catalyst Capital Advisors LLC | 1,055 | $144K | 0.0% | -14.8% | 0.215% | |
| 2/7/2023 | LPL Financial LLC | 4,940 | $673K | 0.0% | -47.9% | 1.008% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 2,107 | $287K | 0.0% | +6.8% | 0.430% | |
| 1/27/2023 | Boston Financial Mangement LLC | 2,000 | $272K | 0.0% | +17.0% | 0.408% | |
| 1/20/2023 | Millburn Ridgefield Corp | 1,055 | $144K | 0.0% | -14.8% | 0.215% | |
| 11/16/2022 | SeaCrest Wealth Management LLC | 7,350 | $961K | 0.1% | -2.6% | 1.413% | |
| 11/15/2022 | First Capital Advisors Group LLC. | 925 | $121K | 0.1% | N/A | 0.178% | |
| 11/14/2022 | MML Investors Services LLC | 2,530 | $331K | 0.0% | +41.0% | 0.487% | |
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 |
| 11/14/2022 | Pacific Sun Financial Corp | 3,590 | $469K | 0.3% | -4.8% | 0.690% | |
| 11/10/2022 | Boston Financial Mangement LLC | 1,710 | $224K | 0.0% | +5.9% | 0.329% | |
| 11/8/2022 | Catalyst Capital Advisors LLC | 1,238 | $162K | 0.0% | -24.9% | 0.238% | |
| 11/3/2022 | Millburn Ridgefield Corp | 1,238 | $162K | 0.0% | -24.9% | 0.238% | |
| 11/1/2022 | Kestra Advisory Services LLC | 2,369 | $310K | 0.0% | -5.6% | 0.456% | |
| 8/23/2022 | WCG Wealth Advisors LLC | 7,826 | $1.02M | 0.1% | N/A | 1.701% | |
| 8/9/2022 | SeaCrest Wealth Management LLC | 7,550 | $980K | 0.1% | +49.5% | 1.641% | |
| 8/8/2022 | Boston Financial Mangement LLC | 1,615 | $210K | 0.0% | N/A | 0.351% | |
| 8/2/2022 | Banque Cantonale Vaudoise | 198 | $26K | 0.0% | -69.9% | 0.043% | |
| 7/28/2022 | Pacific Sun Financial Corp | 3,770 | $489K | 0.3% | -2.6% | 0.820% | |
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