11/25/2024 | Sanctuary Advisors LLC | 162,979 | $4.99M | 0.0% | N/A | 0.081% | |
11/22/2024 | Sculati Wealth Management LLC | 186,948 | $6.03M | 2.5% | -14.2% | 0.093% | |
11/18/2024 | Asset Allocation Strategies LLC | 24,798 | $800K | 0.2% | N/A | 0.012% | |
11/15/2024 | Abel Hall LLC | 15,478 | $499K | 0.3% | -6.7% | 0.008% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 24,763 | $799K | 0.0% | N/A | 0.012% | |
11/15/2024 | Orion Portfolio Solutions LLC | 162,560 | $5.25M | 0.1% | -4.7% | 0.081% | |
|
11/15/2024 | National Bank of Canada FI | 1,028,604 | $33.19M | 0.0% | +3.4% | 0.514% | |
11/15/2024 | EP Wealth Advisors LLC | 30,990 | $1M | 0.0% | +62.5% | 0.015% | |
11/15/2024 | Stifel Financial Corp | 50,547 | $1.63M | 0.0% | +3.8% | 0.025% | |
11/15/2024 | Quantinno Capital Management LP | 11,602 | $374K | 0.0% | N/A | 0.006% | |
11/15/2024 | IHT Wealth Management LLC | 14,825 | $480K | 0.0% | +55.2% | 0.007% | |
11/15/2024 | HighTower Advisors LLC | 86,124 | $2.76M | 0.0% | +37.0% | 0.043% | |
11/15/2024 | Cheviot Value Management LLC | 108,563 | $3.50M | 0.7% | -13.1% | 0.054% | |
11/14/2024 | Bell Investment Advisors Inc | 216,056 | $6.97M | 1.3% | -0.2% | 0.108% | |
11/13/2024 | BNP Paribas Financial Markets | 5,084 | $164K | 0.0% | N/A | 0.003% | |
11/13/2024 | FMR LLC | 14,779,058 | $476.92M | 0.0% | +14.1% | 7.378% | |
11/12/2024 | Von Berge Wealth Management Group LLC | 19,033 | $602K | 0.3% | +13.6% | 0.010% | |
11/12/2024 | Larson Financial Group LLC | 8,658 | $279K | 0.0% | -33.4% | 0.004% | |
11/12/2024 | Cerity Partners LLC | 29,598 | $955K | 0.0% | -31.6% | 0.015% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 123,882,095 | $4.00B | 0.8% | -0.6% | 61.848% | |
11/7/2024 | Caprock Group LLC | 14,856 | $479K | 0.0% | N/A | 0.007% | |
11/7/2024 | MAI Capital Management | 106,133 | $3.43M | 0.0% | +0.4% | 0.053% | |
11/6/2024 | Cutler Investment Counsel LLC | 28,809 | $930K | 0.1% | -2.7% | 0.014% | |
11/6/2024 | Vishria Bird Financial Group LLC | 18,955 | $612K | 0.2% | N/A | 0.009% | |
11/6/2024 | OneDigital Investment Advisors LLC | 7,464 | $241K | 0.0% | -13.4% | 0.004% | |
11/6/2024 | Intelligence Driven Advisers LLC | 6,203 | $200K | 0.0% | N/A | 0.003% | |
11/6/2024 | Main Street Financial Solutions LLC | 29,859 | $964K | 0.1% | -31.7% | 0.015% | |
11/5/2024 | Empower Advisory Group LLC | 6,484 | $209K | 0.0% | -23.3% | 0.003% | |
11/5/2024 | Aptus Capital Advisors LLC | 4,448 | $144K | 0.0% | -11.8% | 0.002% | |
11/5/2024 | Savvy Advisors Inc. | 6,506 | $210K | 0.0% | N/A | 0.003% | |
11/5/2024 | Systelligence LLC | 215,660 | $6.96M | 1.7% | +230.7% | 0.108% | |
11/5/2024 | Apollon Wealth Management LLC | 119,668 | $3.86M | 0.1% | +5.9% | 0.060% | |
11/1/2024 | Cowa LLC | 131,684 | $4.25M | 2.0% | +67.8% | 0.066% | |
11/1/2024 | Leavell Investment Management Inc. | 53,354 | $1.72M | 0.1% | +17.7% | 0.027% | |
10/31/2024 | Concurrent Investment Advisors LLC | 124,327 | $4.01M | 0.1% | +2.3% | 0.062% | |
10/30/2024 | Foster & Motley Inc. | 1,326,394 | $42.80M | 2.7% | -1.0% | 0.662% | |
10/30/2024 | Austin Private Wealth LLC | 34,189 | $1.10M | 0.1% | -1.5% | 0.017% | |
10/29/2024 | Angeles Wealth Management LLC | 2,800 | $90K | 0.0% | N/A | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 63,599 | $2.05M | 0.0% | -14.5% | 0.032% | |
10/29/2024 | REDW Wealth LLC | 12,800 | $413K | 0.1% | -5.2% | 0.006% | |
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10/29/2024 | Farther Finance Advisors LLC | 11,306 | $365K | 0.0% | +73.2% | 0.006% | |
10/28/2024 | Wade Financial Advisory Inc | 44,758 | $1.44M | 0.5% | -1.4% | 0.022% | |
10/28/2024 | Focus Financial Network Inc. | 22,967 | $741K | 0.0% | -6.1% | 0.011% | |
10/28/2024 | Principal Securities Inc. | 333,500 | $10.76M | 0.3% | +9.5% | 0.167% | |
10/28/2024 | Wealth Forward LLC | 184,823 | $5.96M | 4.2% | +18.3% | 0.092% | |
10/28/2024 | US Bancorp DE | 6,950 | $224K | 0.0% | +150.2% | 0.003% | |
10/28/2024 | Goldstone Financial Group LLC | 46,747 | $1.51M | 0.3% | N/A | 0.023% | |
10/25/2024 | Your Advocates Ltd. LLP | 229,557 | $7.41M | 2.9% | -0.2% | 0.115% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 44,206 | $1.43M | 0.1% | +165.5% | 0.022% | |
10/24/2024 | Custom Index Systems LLC | 67,704 | $2.19M | 1.2% | +17.8% | 0.034% | |
10/24/2024 | Ackerman Capital Advisors LLC | 46,281 | $1.49M | 0.4% | -8.9% | 0.023% | |
10/24/2024 | MCF Advisors LLC | 1,206 | $39K | 0.0% | -37.4% | 0.001% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 115,361 | $3.72M | 0.0% | +8.0% | 0.058% | |
10/23/2024 | Allworth Financial LP | 10,715 | $346K | 0.0% | +24.4% | 0.005% | |
10/23/2024 | Silver Oak Securities Incorporated | 62,803 | $2.05M | 0.2% | +62.6% | 0.031% | |
10/23/2024 | Bogart Wealth LLC | 1,850,004 | $59.70M | 2.8% | +93.0% | 0.924% | |
10/23/2024 | Northland Capital Management LLC | 81,541 | $2.63M | 1.5% | +2.2% | 0.041% | |
10/22/2024 | McAdam LLC | 302,332 | $9.76M | 0.5% | -27.7% | 0.151% | |
10/22/2024 | Litman Gregory Wealth Management LLC | 20,831 | $672K | 0.1% | -2.1% | 0.010% | |
10/22/2024 | Sebold Capital Management Inc. | 253,623 | $8.18M | 5.4% | +1.3% | 0.127% | |
10/22/2024 | Signaturefd LLC | 4,904 | $158K | 0.0% | +24.6% | 0.002% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,996 | $452K | 0.0% | +64.3% | 0.007% | |
10/21/2024 | Townsend Asset Management Corp NC ADV | 3,258 | $105K | 0.0% | -31.7% | 0.002% | |
10/21/2024 | Whittier Trust Co. | 877 | $28K | 0.0% | N/A | 0.000% | |
10/19/2024 | Essex LLC | 148,750 | $4.80M | 1.0% | +2.7% | 0.074% | |
10/18/2024 | Resonant Capital Advisors LLC | 445,950 | $14.39M | 1.1% | +1.4% | 0.223% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 26,239 | $847K | 0.4% | +164.4% | 0.013% | |
10/18/2024 | Raymond James & Associates | 430,247 | $13.88M | 0.0% | -0.9% | 0.215% | |
10/17/2024 | Aspiriant LLC | 708,816 | $22.87M | 0.9% | -2.4% | 0.354% | |
10/17/2024 | Sax Wealth Advisors LLC | 27,321 | $882K | 0.1% | +237.5% | 0.014% | |
10/17/2024 | AlphaMark Advisors LLC | 274,345 | $8.85M | 3.1% | -7.0% | 0.137% | |
10/16/2024 | Hengehold Capital Management LLC | 44,411 | $1.43M | 0.1% | -1.7% | 0.022% | |
10/16/2024 | Clearview Wealth Advisors LLC | 11,907 | $384K | 0.3% | +10.2% | 0.006% | |
10/16/2024 | Asset Dedication LLC | 261,066 | $8.43M | 0.6% | -1.8% | 0.130% | |
10/15/2024 | Cabot Wealth Management Inc. | 357,800 | $11.55M | 1.4% | +1.9% | 0.179% | |
10/11/2024 | Creative Planning | 125,090 | $4.04M | 0.0% | +11.0% | 0.062% | |
10/10/2024 | CVA Family Office LLC | 244,333 | $7.89M | 1.3% | -13.3% | 0.122% | |
10/10/2024 | Johnson Bixby & Associates LLC | 323,779 | $10.45M | 1.6% | +20.9% | 0.162% | |
10/10/2024 | MorganRosel Wealth Management LLC | 14,914 | $481K | 0.2% | +3.4% | 0.007% | |
10/10/2024 | Gibson Capital LLC | 25,139 | $811K | 0.2% | +7.0% | 0.013% | |
10/9/2024 | Charles Schwab Trust Co | 331,356 | $10.69M | 0.9% | +2.8% | 0.165% | |
10/9/2024 | Moller Wealth Partners | 333,262 | $10.75M | 2.7% | +0.1% | 0.166% | |
10/9/2024 | Unison Advisors LLC | 1,352,343 | $43.64M | 5.2% | -5.1% | 0.675% | |
10/9/2024 | Wedmont Private Capital | 9,755 | $331K | 0.0% | -22.1% | 0.005% | |
10/8/2024 | CWM LLC | 14,024 | $453K | 0.0% | -16.5% | 0.007% | |
10/8/2024 | First National Corp MA ADV | 40,310 | $1.30M | 0.3% | +2.5% | 0.020% | |
10/8/2024 | Future Financial Wealth Managment LLC | 800 | $26K | 0.0% | N/A | 0.000% | |
10/8/2024 | Financial Synergies Wealth Advisors Inc. | 9,506 | $307K | 0.0% | N/A | 0.005% | |
10/8/2024 | Bangor Savings Bank | 17,533 | $566K | 0.1% | -5.1% | 0.009% | |
10/5/2024 | Collective Family Office LLC | 74,511 | $2.40M | 0.7% | +1.3% | 0.037% | |
Has Trump Finally Gone Too Far? (Ad) Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks.
It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives.
But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars.
And here's the good news. Register For The Webinar To Discover |
10/3/2024 | Park Avenue Securities LLC | 9,399 | $303K | 0.0% | +14.5% | 0.005% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 107,473 | $3.47M | 0.6% | +1.3% | 0.054% | |
10/1/2024 | Appleton Partners Inc. MA | 6,451 | $208K | 0.0% | N/A | 0.003% | |
9/18/2024 | Sensible Money LLC | 89,930 | $2.66M | 1.3% | -1.5% | 0.045% | |
8/30/2024 | Creekside Partners | 20,676 | $611K | 0.3% | N/A | 0.010% | |
8/22/2024 | Cetera Investment Advisers | 79,525 | $2.35M | 0.0% | +28.8% | 0.040% | |
8/19/2024 | EP Wealth Advisors LLC | 19,071 | $564K | 0.0% | -9.8% | 0.010% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 197,889 | $5.85M | 0.0% | +8.5% | 0.099% | |
8/16/2024 | Silver Lake Advisory LLC | 23,052 | $682K | 0.1% | N/A | 0.012% | |
8/16/2024 | Creative Planning | 112,687 | $3.33M | 0.0% | -2.8% | 0.056% | |