10/25/2024 | Golden State Equity Partners | 12,507 | $307K | 0.1% | -3.3% | 0.317% | |
10/24/2024 | PFG Investments LLC | 386,926 | $9.50M | 0.6% | +69.1% | 9.796% | |
10/23/2024 | Allworth Financial LP | 1,159 | $28K | 0.0% | +125.5% | 0.029% | |
10/23/2024 | CWC Advisors LLC. | 10,056 | $247K | 0.2% | N/A | 0.255% | |
10/16/2024 | Nottingham Advisors Inc. | 15,679 | $385K | 0.0% | +10.0% | 0.397% | |
10/16/2024 | Vontobel Holding Ltd. | 25,943 | $637K | 0.0% | +3.4% | 0.657% | |
|
10/11/2024 | Creative Planning | 13,039 | $320K | 0.0% | +16.5% | 0.330% | |
10/11/2024 | Wesbanco Bank Inc. | 18,260 | $448K | 0.0% | -4.0% | 0.462% | |
10/8/2024 | Clean Yield Group | 43,919 | $1.08M | 0.3% | -11.7% | 1.112% | |
8/8/2024 | American Financial & Tax Strategies Inc. | 11,687 | $276K | 0.1% | N/A | 0.296% | |
8/7/2024 | PFG Investments LLC | 228,875 | $5.41M | 0.4% | +1.8% | 5.794% | |
8/2/2024 | Larson Financial Group LLC | 3,000 | $71K | 0.0% | N/A | 0.076% | |
8/1/2024 | Verus Capital Partners LLC | 7,883 | $186K | 0.0% | -10.9% | 0.200% | |
7/31/2024 | Commonwealth Equity Services LLC | 24,112 | $570K | 0.0% | -7.1% | 0.610% | |
7/20/2024 | First Pacific Financial | 7,049 | $167K | 0.0% | -19.1% | 0.178% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 34,896 | $825K | 0.1% | N/A | 0.883% | |
7/10/2024 | Albion Financial Group UT | 41,038 | $970K | 0.1% | +1.2% | 1.039% | |
7/10/2024 | Clean Yield Group | 49,765 | $1.18M | 0.4% | -6.1% | 1.260% | |
5/29/2024 | Clean Yield Group | 52,971 | $1.26M | 0.5% | -3.9% | 1.341% | |
5/8/2024 | Neumann Capital Management LLC | 27,600 | $655K | 0.2% | +3.8% | 0.699% | |
5/7/2024 | Verus Capital Partners LLC | 8,851 | $210K | 0.0% | N/A | 0.224% | |
5/3/2024 | Rehmann Capital Advisory Group | 12,189 | $289K | 0.0% | +4.7% | 0.309% | |
5/3/2024 | Etfidea LLC | 8,640 | $205K | 0.1% | -21.3% | 0.219% | |
4/30/2024 | Commonwealth Equity Services LLC | 25,964 | $616K | 0.0% | -8.3% | 0.657% | |
4/24/2024 | First Pacific Financial | 8,715 | $207K | 0.1% | +8.4% | 0.221% | |
4/22/2024 | PFG Investments LLC | 224,815 | $5.34M | 0.3% | N/A | 5.692% | |
4/19/2024 | Albion Financial Group UT | 40,546 | $962K | 0.1% | +9.4% | 1.248% | |
4/15/2024 | Elevated Capital Advisors LLC | 9,552 | $227K | 0.1% | N/A | 0.294% | |
2/14/2024 | Retirement Capital Strategies | 24,442 | $582K | 0.3% | -4.3% | 0.752% | |
2/9/2024 | Congress Wealth Management LLC DE | 13,653 | $325K | 0.0% | +10.4% | 0.420% | |
2/2/2024 | Golden State Equity Partners | 16,819 | $401K | 0.1% | -21.7% | 0.518% | |
1/30/2024 | Vontobel Holding Ltd. | 31,497 | $751K | 0.0% | +2.0% | 0.969% | |
1/29/2024 | Nottingham Advisors Inc. | 13,864 | $330K | 0.0% | +4.4% | 0.427% | |
1/29/2024 | Moneywise Inc. | 12,817 | $305K | 0.2% | +6.4% | 0.394% | |
1/29/2024 | Perigon Wealth Management LLC | 16,304 | $389K | 0.0% | +11.9% | 0.502% | |
1/24/2024 | Allworth Financial LP | 1,704 | $41K | 0.0% | -80.4% | 0.052% | |
1/24/2024 | Clean Yield Group | 55,136 | $1.31M | 0.6% | -9.3% | 1.696% | |
1/19/2024 | Armor Investment Advisors LLC | 7,407 | $177K | 0.1% | -10.7% | 0.228% | |
1/18/2024 | First Pacific Financial | 8,038 | $192K | 0.1% | -10.9% | 0.247% | |
11/13/2023 | Retirement Capital Strategies | 25,539 | $579K | 0.3% | -54.7% | 0.786% | |
The centerpiece of Trump’s crypto’s masterplan … (Ad) Donald Trump wants to be America’s first crypto president.
He was the keynote speaker at the recent Bitcoin conference in Nashville …
Where he told an adoring crowd that the U.S. would become …
“The crypto capital of the planet and the Bitcoin superpower of the world.” Click here to find out more about what could be Trump and JD Vance’s favorite coin. |
11/13/2023 | Financial Engines Advisors L.L.C. | 92,743 | $2.10M | 0.0% | +9.2% | 2.854% | |
11/6/2023 | PFG Investments LLC | 166,453 | $3.77M | 0.7% | -0.8% | 5.122% | |
11/6/2023 | Nottingham Advisors Inc. | 13,284 | $301K | 0.0% | +3.8% | 0.409% | |
11/4/2023 | Neumann Capital Management LLC | 26,600 | $603K | 0.3% | +1.9% | 0.818% | |
11/1/2023 | Albion Financial Group UT | 36,821 | $835K | 0.1% | +55.4% | 1.133% | |
10/31/2023 | Allworth Financial LP | 8,686 | $197K | 0.0% | N/A | 0.267% | |
10/30/2023 | Congress Wealth Management LLC DE | 12,364 | $280K | 0.0% | +23.3% | 0.380% | |
10/23/2023 | First Pacific Financial | 9,021 | $205K | 0.1% | -63.7% | 0.278% | |
10/23/2023 | Armor Investment Advisors LLC | 8,297 | $188K | 0.1% | -14.3% | 0.255% | |
10/23/2023 | Commonwealth Equity Services LLC | 40,465 | $917K | 0.0% | -6.5% | 1.245% | |
10/20/2023 | Golden State Equity Partners | 21,469 | $487K | 0.1% | +75.4% | 0.661% | |
10/12/2023 | Clean Yield Group | 60,769 | $1.37M | 0.6% | -11.8% | 1.870% | |
10/11/2023 | Vontobel Holding Ltd. | 30,873 | $700K | 0.0% | +3.0% | 0.950% | |
8/11/2023 | Genus Capital Management Inc. | 11,085 | $258K | 0.0% | N/A | 0.341% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 84,940 | $1.98M | 0.0% | +12.8% | 2.614% | |
8/10/2023 | Cetera Investment Advisers | 8,827 | $206K | 0.0% | -11.6% | 0.272% | |
8/3/2023 | PFG Investments LLC | 167,786 | $3.91M | 0.7% | +6.2% | 5.163% | |
8/2/2023 | Bank of Montreal Can | 30,456 | $701K | 0.0% | N/A | 0.937% | |
8/2/2023 | Perigon Wealth Management LLC | 14,556 | $339K | 0.0% | N/A | 0.448% | |
7/31/2023 | LPL Financial LLC | 72,740 | $1.69M | 0.0% | +64.9% | 2.238% | |
7/26/2023 | Albion Financial Group UT | 23,695 | $552K | 0.0% | -36.7% | 0.729% | |
7/25/2023 | Raymond James & Associates | 25,281 | $589K | 0.0% | -10.0% | 0.778% | |
7/24/2023 | Vontobel Holding Ltd. | 29,977 | $698K | 0.0% | +15.8% | 0.922% | |
7/24/2023 | Moneywise Inc. | 11,787 | $275K | 0.2% | +5.4% | 0.363% | |
7/19/2023 | Armor Investment Advisors LLC | 9,676 | $225K | 0.1% | N/A | 0.298% | |
7/19/2023 | Golden State Equity Partners | 12,237 | $285K | 0.1% | N/A | 0.377% | |
6/14/2023 | Atria Wealth Solutions Inc. | 10,305 | $242K | 0.0% | N/A | 0.322% | |
5/12/2023 | Rehmann Capital Advisory Group | 11,022 | $259K | 0.0% | N/A | 0.344% | |
5/11/2023 | PFG Investments LLC | 157,929 | $3.71M | 0.8% | N/A | 4.935% | |
5/8/2023 | WealthShield Partners LLC | 5,098 | $120K | 0.0% | N/A | 0.159% | |
4/28/2023 | Harvest Group Wealth Management LLC | 29,708 | $698K | 0.4% | -16.8% | 0.928% | |
4/26/2023 | Clean Yield Group | 70,346 | $1.65M | 0.7% | +6.8% | 2.198% | |
4/21/2023 | Moneywise Inc. | 11,185 | $263K | 0.2% | +23.2% | 0.350% | |
4/14/2023 | Congress Wealth Management LLC DE | 9,789 | $230K | 0.0% | +10.1% | 0.306% | |
4/14/2023 | Raymond James & Associates | 28,080 | $660K | 0.0% | -3.7% | 0.878% | |
2/10/2023 | Fairview Capital Investment Management LLC | 10,175 | $234K | 0.0% | +6.8% | 0.318% | |
2/8/2023 | Raymond James & Associates | 29,149 | $670K | 0.0% | +6.8% | 0.911% | |
2/7/2023 | Commonwealth Equity Services LLC | 42,589 | $979K | 0.0% | -3.7% | 1.331% | |
2/7/2023 | LPL Financial LLC | 37,501 | $862K | 0.0% | +8.0% | 1.172% | |
2/3/2023 | Albion Financial Group UT | 37,195 | $855K | 0.1% | +17.1% | 1.162% | |
2/2/2023 | Congress Wealth Management LLC DE | 8,895 | $204K | 0.0% | N/A | 0.278% | |
1/30/2023 | Moneywise Inc. | 9,082 | $209K | 0.2% | -9.3% | 0.284% | |
1/27/2023 | First Pacific Financial | 33,806 | $777K | 0.4% | -13.2% | 1.056% | |
1/12/2023 | Mutual Advisors LLC | 9,184 | $211K | 0.0% | -20.3% | 0.287% | |
11/4/2022 | Vontobel Holding Ltd. | 26,442 | $595K | 0.0% | N/A | 0.755% | |
11/3/2022 | Mutual Advisors LLC | 11,527 | $259K | 0.0% | -11.8% | 0.329% | |
11/1/2022 | Kestra Advisory Services LLC | 9,056 | $204K | 0.0% | -6.0% | 0.259% | |
10/31/2022 | Clean Yield Group | 65,721 | $1.48M | 0.7% | -16.1% | 1.878% | |
10/27/2022 | Albion Financial Group UT | 31,770 | $715K | 0.1% | +38.5% | 0.908% | |
10/25/2022 | Raymond James & Associates | 27,302 | $614K | 0.0% | +8.6% | 0.780% | |
The centerpiece of Trump’s crypto’s masterplan … (Ad) Donald Trump wants to be America’s first crypto president.
He was the keynote speaker at the recent Bitcoin conference in Nashville …
Where he told an adoring crowd that the U.S. would become …
“The crypto capital of the planet and the Bitcoin superpower of the world.” Click here to find out more about what could be Trump and JD Vance’s favorite coin. |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 9,817 | $221K | 0.0% | -16.5% | 0.280% | |
10/24/2022 | First Pacific Financial | 38,968 | $876K | 0.5% | +44.9% | 1.113% | |
10/13/2022 | National Bank of Canada FI | 26,210 | $586K | 0.0% | -29.8% | 0.749% | |
8/15/2022 | Mutual Advisors LLC | 13,073 | $308K | 0.0% | N/A | 0.374% | |
8/15/2022 | Rehmann Capital Advisory Group | 11,278 | $266K | 0.0% | N/A | 0.322% | |
8/12/2022 | Financial Engines Advisors L.L.C. | 50,509 | $1.19M | 0.0% | +7.4% | 1.443% | |
8/10/2022 | Nottingham Advisors Inc. | 12,879 | $304K | 0.0% | -3.9% | 0.368% | |
8/2/2022 | Moneywise Inc. | 10,280 | $242K | 0.2% | N/A | 0.294% | |
7/29/2022 | Albion Financial Group UT | 22,945 | $541K | 0.1% | -18.0% | 0.656% | |
7/28/2022 | National Bank of Canada FI | 37,345 | $879K | 0.0% | -7.6% | 1.067% | |