8/8/2025 | MTM Investment Management LLC | 1,049 | $89K | 0.0% | N/A | 0.000% | |
8/8/2025 | Firestone Capital Management | 7,468 | $634K | 0.1% | -6.0% | 0.003% | |
8/8/2025 | Kingsview Wealth Management LLC | 7,543 | $640K | 0.0% | +19.2% | 0.003% | |
8/8/2025 | Creative Planning | 96,247 | $8.17M | 0.0% | +8.9% | 0.041% | |
8/8/2025 | Meridian Wealth Management LLC | 22,370 | $1.90M | 0.1% | -2.2% | 0.010% | |
8/8/2025 | Foundations Investment Advisors LLC | 125,142 | $10.62M | 0.2% | -13.4% | 0.054% | |
8/8/2025 | Good Life Advisors LLC | 2,411 | $205K | 0.0% | -36.1% | 0.001% | |
8/8/2025 | EagleClaw Capital Managment LLC | 388,961 | $33.00M | 4.9% | -2.5% | 0.167% | |
8/8/2025 | PNC Financial Services Group Inc. | 49,489 | $4.20M | 0.0% | +7.9% | 0.021% | |
8/8/2025 | Advyzon Investment Management LLC | 12,864 | $1.09M | 0.2% | N/A | 0.006% | |
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8/7/2025 | Fagan Associates Inc. | 46,103 | $3.91M | 0.6% | +4.2% | 0.020% | |
8/7/2025 | CENTRAL TRUST Co | 4,010 | $340K | 0.0% | -23.7% | 0.002% | |
8/7/2025 | Montag A & Associates Inc. | 13,481 | $1.14M | 0.1% | -10.0% | 0.006% | |
8/7/2025 | Allworth Financial LP | 4,611 | $391K | 0.0% | -10.9% | 0.002% | |
8/7/2025 | Ascension Capital Advisors Inc. | 69,908 | $5.93M | 2.5% | -2.2% | 0.030% | |
8/7/2025 | Summit Asset Management LLC | 2,725 | $231K | 0.0% | N/A | 0.001% | |
8/7/2025 | Midwest Trust Co | 14,754 | $1.25M | 0.0% | N/A | 0.006% | |
8/7/2025 | Rathbones Group PLC | 8,330 | $707K | 0.0% | -46.7% | 0.004% | |
8/7/2025 | WESCAP Management Group Inc. | 72,972 | $6.19M | 1.4% | N/A | 0.031% | |
8/6/2025 | Prospera Financial Services Inc | 17,290 | $1.47M | 0.0% | +96.2% | 0.007% | |
8/6/2025 | AE Wealth Management LLC | 16,048 | $1.36M | 0.0% | +3.9% | 0.007% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 2,129 | $181K | 0.1% | +17.4% | 0.001% | |
8/6/2025 | Quadrant Private Wealth Management LLC | 12,460 | $1.06M | 0.2% | -4.1% | 0.005% | |
8/6/2025 | Wedbush Securities Inc. | 19,744 | $1.68M | 0.1% | -9.4% | 0.008% | |
8/6/2025 | Nvwm LLC | 12,936 | $1.10M | 0.3% | +5,573.7% | 0.006% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 2,588 | $220K | 0.0% | N/A | 0.001% | |
8/6/2025 | Princeton Capital Management LLC | 6,677 | $566K | 0.2% | +20.5% | 0.003% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 53,708 | $4.56M | 0.5% | -1.4% | 0.023% | |
8/6/2025 | Mcrae Capital Management Inc. | 30,940 | $2.63M | 0.5% | -30.6% | 0.013% | |
8/6/2025 | Modera Wealth Management LLC | 2,502 | $212K | 0.0% | N/A | 0.001% | |
8/6/2025 | Soltis Investment Advisors LLC | 20,088 | $1.70M | 0.1% | +0.6% | 0.009% | |
8/6/2025 | SouthState Corp | 6,341 | $538K | 0.0% | -1.8% | 0.003% | |
8/6/2025 | Able Wealth Management LLC | 3,774 | $320K | 0.2% | -50.0% | 0.002% | |
8/6/2025 | Atlantic Union Bankshares Corp | 496 | $42K | 0.0% | N/A | 0.000% | |
8/6/2025 | Convergence Financial LLC | 51,639 | $4.38M | 0.8% | -7.0% | 0.022% | |
8/6/2025 | First Horizon Advisors Inc. | 575 | $49K | 0.0% | +36.9% | 0.000% | |
8/6/2025 | Moors & Cabot Inc. | 322,061 | $27.32M | 1.3% | -1.8% | 0.138% | |
8/5/2025 | Crestwood Advisors Group LLC | 2,950 | $250K | 0.0% | N/A | 0.001% | |
8/5/2025 | FWG Holdings LLC | 13,785 | $1.24M | 0.6% | -4.0% | 0.006% | |
8/5/2025 | Claro Advisors LLC | 92,107 | $7.81M | 1.3% | -12.0% | 0.040% | |
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here (Ad) James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump policy move, and the other tied to a proven financial pattern that previously minted over 80,000 new millionaires.
He believes a small $900 investment could turn into a $108,000 windfall within 12 months—and this may be the last chance for everyday investors to catch it. Click here to discover the two events and how to act before the window closes. |
8/5/2025 | Atlas Wealth Partners LLC | 147,923 | $12.55M | 14.5% | -3.2% | 0.063% | |
8/5/2025 | Magnolia Capital Advisors LLC | 8,284 | $703K | 0.2% | -1.5% | 0.004% | |
8/5/2025 | Bank of Montreal Can | 10,649 | $903K | 0.0% | -2.1% | 0.005% | |
8/5/2025 | Intellectus Partners LLC | 76,371 | $6.48M | 1.4% | -0.7% | 0.033% | |
8/5/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 2,495 | $212K | 0.0% | N/A | 0.001% | |
8/5/2025 | Meixler Investment Management Ltd. | 6,199 | $526K | 0.4% | -1.8% | 0.003% | |
8/4/2025 | AlphaStar Capital Management LLC | 5,747 | $488K | 0.0% | N/A | 0.002% | |
8/4/2025 | Haven Private LLC | 75,396 | $6.40M | 2.8% | -0.7% | 0.032% | |
8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,425 | $206K | 0.0% | N/A | 0.001% | |
8/4/2025 | Pinnacle Associates Ltd. | 14,424 | $1.22M | 0.0% | -1.6% | 0.006% | |
8/4/2025 | Amplius Wealth Advisors LLC | 2,536 | $215K | 0.0% | N/A | 0.001% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 8,715 | $739K | 0.0% | -4.0% | 0.004% | |
8/4/2025 | Heritage Investors Management Corp | 2,400 | $204K | 0.0% | N/A | 0.001% | |
8/4/2025 | HBK Sorce Advisory LLC | 11,261 | $955K | 0.0% | -1.5% | 0.005% | |
8/4/2025 | Spire Wealth Management | 23,241 | $1.97M | 0.1% | -9.3% | 0.010% | |
8/4/2025 | Horizon Wealth Management LLC | 2,921 | $248K | 0.0% | N/A | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 5,002 | $424K | 0.0% | -4.4% | 0.002% | |
8/4/2025 | World Investment Advisors | 4,559 | $387K | 0.0% | N/A | 0.002% | |
8/1/2025 | Milestone Asset Management Group LLC | 18,535 | $1.57M | 1.2% | -5.0% | 0.008% | |
8/1/2025 | Purkiss Capital Advisors LLC | 2,958 | $251K | 0.1% | N/A | 0.001% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 2,510 | $213K | 0.1% | N/A | 0.001% | |
8/1/2025 | Transcend Capital Advisors LLC | 11,002 | $933K | 0.1% | -9.6% | 0.005% | |
8/1/2025 | Bessemer Group Inc. | 4,197 | $356K | 0.0% | N/A | 0.002% | |
8/1/2025 | Brookwood Investment Group LLC | 9,200 | $780K | 0.1% | -8.5% | 0.004% | |
8/1/2025 | Pasadena Private Wealth LLC | 125,161 | $10.62M | 1.8% | -5.6% | 0.054% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 2,859 | $243K | 0.0% | -14.7% | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 92,664 | $7.86M | 0.0% | -6.9% | 0.040% | |
7/31/2025 | Wealthfront Advisers LLC | 396,907 | $33.67M | 0.1% | -6.1% | 0.170% | |
7/31/2025 | Optimum Investment Advisors | 2,548 | $216K | 0.1% | +69.9% | 0.001% | |
7/31/2025 | Interchange Capital Partners LLC | 35,680 | $3.03M | 0.7% | -4.8% | 0.015% | |
7/31/2025 | Leavell Investment Management Inc. | 8,975 | $761K | 0.0% | +74.3% | 0.004% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 5,170 | $439K | 0.0% | -3.3% | 0.002% | |
7/31/2025 | Fielder Capital Group LLC | 125,287 | $10.63M | 2.8% | -0.1% | 0.054% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 8,104 | $687K | 0.3% | +45.3% | 0.003% | |
7/31/2025 | Moloney Securities Asset Management LLC | 3,719 | $315K | 0.0% | -3.6% | 0.002% | |
7/31/2025 | 180 Wealth Advisors LLC | 7,862 | $667K | 0.1% | N/A | 0.003% | |
7/31/2025 | Carnegie Investment Counsel | 33,033 | $2.80M | 0.1% | +1.7% | 0.014% | |
7/30/2025 | Cornerstone Advisory LLC | 2,643 | $224K | 0.0% | N/A | 0.001% | |
7/30/2025 | Bleakley Financial Group LLC | 59,964 | $5.09M | 0.1% | -1.8% | 0.026% | |
7/30/2025 | Prosperity Financial Group Inc. | 43,873 | $3.72M | 1.6% | +0.9% | 0.019% | |
7/30/2025 | Paragon Financial Partners Inc. | 2,710 | $230K | 0.2% | N/A | 0.001% | |
7/30/2025 | Birch Hill Investment Advisors LLC | 109,150 | $9.26M | 0.4% | -1.6% | 0.047% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 3,729 | $316K | 0.0% | -21.1% | 0.002% | |
7/30/2025 | Sentry LLC | 3,657 | $310K | 0.1% | +3.6% | 0.002% | |
7/30/2025 | Brookstone Capital Management | 124,216 | $10.54M | 0.1% | -1.6% | 0.053% | |
7/30/2025 | Sanders Morris Harris LLC | 3,785 | $321K | 0.1% | -9.9% | 0.002% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 64,467 | $5.47M | 1.4% | -4.8% | 0.028% | |
7/30/2025 | apricus wealth LLC | 2,500 | $212K | 0.1% | N/A | 0.001% | |
7/30/2025 | Journey Advisory Group LLC | 4,548 | $386K | 0.0% | -6.8% | 0.002% | |
7/30/2025 | Bogart Wealth LLC | 2,970 | $252K | 0.0% | +8.0% | 0.001% | |
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 |
7/30/2025 | Schnieders Capital Management LLC | 3,949 | $335K | 0.1% | -7.8% | 0.002% | |
7/30/2025 | CMG Global Holdings LLC | 4,092 | $380K | 0.2% | -26.8% | 0.002% | |
7/29/2025 | LMG Wealth Partners LLC | 4,235 | $359K | 0.1% | -44.4% | 0.002% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 5,679 | $482K | 0.0% | -3.0% | 0.002% | |
7/29/2025 | Chicago Partners Investment Group LLC | 11,865 | $1.11M | 0.0% | +8.5% | 0.005% | |
7/29/2025 | International Assets Investment Management LLC | 5,220 | $443K | 0.0% | +3.4% | 0.002% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 22,348 | $1.90M | 0.8% | -3.5% | 0.010% | |
7/29/2025 | Stratos Wealth Partners LTD. | 21,269 | $1.80M | 0.0% | -15.0% | 0.009% | |
7/29/2025 | Angeles Wealth Management LLC | 18,648 | $1.58M | 0.1% | N/A | 0.008% | |
7/28/2025 | WealthPlan Investment Management LLC | 32,387 | $2.75M | 0.2% | -0.4% | 0.014% | |