| 2/17/2025 | Quantinno Capital Management LP | 3,690 | $257K | 0.0% | -27.2% | 0.027% | |
| 2/17/2025 | CoreCap Advisors LLC | 14,148 | $985K | 0.0% | N/A | 0.104% | |
| 2/17/2025 | Cetera Investment Advisers | 18,194 | $1.27M | 0.0% | +5.5% | 0.134% | |
| 2/17/2025 | Bank of America Corp DE | 415,720 | $28.96M | 0.0% | -1.1% | 3.068% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,509,187 | $105.12M | 0.0% | +17.7% | 11.138% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 56,169 | $3.91M | 0.0% | -11.1% | 0.415% | |
| 2/14/2025 | IHT Wealth Management LLC | 5,961 | $415K | 0.0% | +13.2% | 0.044% | |
| 2/14/2025 | Stifel Financial Corp | 3,409 | $237K | 0.0% | +5.1% | 0.025% | |
| 2/14/2025 | Goodman Advisory Group LLC | 72,445 | $5.05M | 1.5% | -6.7% | 0.535% | |
| 2/13/2025 | Raymond James Financial Inc. | 53,779 | $3.75M | 0.0% | N/A | 0.397% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 649,575 | $45.24M | 0.0% | -6.5% | 4.794% | |
| 2/13/2025 | Perennial Investment Advisors LLC | 14,885 | $1.04M | 0.1% | -1.1% | 0.110% | |
| 2/13/2025 | Wells Fargo & Company MN | 844,203 | $58.80M | 0.0% | +1.5% | 6.230% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 7,707 | $537K | 0.0% | -10.9% | 0.057% | |
| 2/12/2025 | JPMorgan Chase & Co. | 9,925 | $691K | 0.0% | +18.6% | 0.073% | |
| 2/11/2025 | FCA Corp TX | 36,190 | $2.52M | 0.8% | +1.0% | 0.267% | |
| 2/11/2025 | Hill Island Financial LLC | 139,740 | $9.73M | 2.8% | -61.2% | 1.031% | |
| 2/11/2025 | LPL Financial LLC | 1,108,002 | $77.17M | 0.0% | +11.6% | 8.177% | |
| 2/11/2025 | SigFig Wealth Management LLC | 31,622 | $2.21M | 0.1% | +1.1% | 0.233% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 479,901 | $33.43M | 0.0% | +1.4% | 3.542% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 217,950 | $15.18M | 0.1% | +2.1% | 1.608% | |
| 2/7/2025 | HighTower Advisors LLC | 23,369 | $1.63M | 0.0% | +25.2% | 0.172% | |
| 2/7/2025 | Independent Advisor Alliance | 4,585 | $319K | 0.0% | N/A | 0.034% | |
| 2/7/2025 | Foundry Financial Group Inc. | 140,588 | $9.79M | 6.1% | -0.7% | 1.038% | |
| 2/6/2025 | Raymond James Financial Inc. | 53,779 | $3.75M | 0.0% | N/A | 0.397% | |
| 2/6/2025 | Atria Investments Inc | 27,524 | $1.92M | 0.0% | -2.3% | 0.203% | |
| 2/6/2025 | Jones Financial Companies Lllp | 52,050 | $3.63M | 0.0% | +39.7% | 0.384% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 13,929 | $970K | 0.0% | +1.2% | 0.103% | |
| 2/5/2025 | Schneider Downs Wealth Management Advisors LP | 59,651 | $4.16M | 0.8% | +11.0% | 0.440% | |
| 2/4/2025 | Marshall Investment Management LLC | 42,138 | $2.93M | 1.7% | N/A | 0.311% | |
| 2/3/2025 | Private Advisor Group LLC | 41,153 | $2.87M | 0.0% | -27.6% | 0.304% | |
| 1/31/2025 | Sanctuary Advisors LLC | 27,465 | $2.00M | 0.0% | -3.3% | 0.203% | |
| 1/30/2025 | Puff Wealth Management LLC | 2,963 | $206K | 0.3% | N/A | 0.022% | |
| 1/29/2025 | Avidian Wealth Enterprises LLC | 4,925 | $343K | 0.0% | -19.7% | 0.036% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 22,393 | $1.56M | 0.2% | -7.4% | 0.165% | |
| 1/28/2025 | Sanchez Wealth Management Group | 467,947 | $32.59M | 8.9% | +10.2% | 3.453% | |
| 1/27/2025 | Win Advisors Inc. | 40,644 | $2.83M | 1.4% | N/A | 0.300% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 19,395 | $1.35M | 0.1% | -2.5% | 0.143% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 61,842 | $4.31M | 0.4% | +5.1% | 0.456% | |
| 1/22/2025 | Parsons Capital Management Inc. RI | 44,921 | $3.13M | 0.2% | -1.2% | 0.332% | |
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| 1/21/2025 | Grimes & Company Inc. | 1,686,491 | $117.46M | 3.4% | -1.3% | 12.446% | |
| 1/15/2025 | IAM Advisory LLC | 333,192 | $23.21M | 5.9% | -0.9% | 2.459% | |
| 1/15/2025 | Arkadios Wealth Advisors | 12,790 | $891K | 0.0% | -12.1% | 0.094% | |
| 1/14/2025 | ERn Financial LLC | 63,727 | $4.44M | 0.7% | +44.1% | 0.470% | |
| 1/13/2025 | Columbia Advisory Partners LLC | 11,429 | $796K | 0.7% | +1.4% | 0.084% | |
| 1/13/2025 | Cooper Financial Group | 114,836 | $8.00M | 1.0% | -5.8% | 0.847% | |
| 1/8/2025 | International Assets Investment Management LLC | 21,509 | $1.50M | 0.1% | -99.4% | 0.159% | |
| 12/26/2024 | JPMorgan Chase & Co. | 8,369 | $581K | 0.0% | +57.7% | 0.062% | |
| 11/25/2024 | Sanctuary Advisors LLC | 28,392 | $2.06M | 0.0% | -2.3% | 0.210% | |
| 11/15/2024 | Goodman Advisory Group LLC | 77,646 | $5.39M | 1.5% | -7.4% | 0.573% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 8,649 | $601K | 0.0% | -30.4% | 0.064% | |
| 11/15/2024 | Quantinno Capital Management LP | 5,071 | $352K | 0.0% | N/A | 0.037% | |
| 11/15/2024 | IHT Wealth Management LLC | 5,266 | $366K | 0.0% | -16.8% | 0.039% | |
| 11/15/2024 | HighTower Advisors LLC | 18,663 | $1.29M | 0.0% | N/A | 0.138% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 38,236 | $2.66M | 0.0% | -4.7% | 0.282% | |
| 11/13/2024 | FMR LLC | 2,243 | $156K | 0.0% | +8.6% | 0.017% | |
| 11/8/2024 | First Horizon Advisors Inc. | 2,927 | $203K | 0.0% | N/A | 0.022% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 4,914 | $341K | 0.0% | -30.7% | 0.036% | |
| 11/6/2024 | Schneider Downs Wealth Management Advisors LP | 53,751 | $3.73M | 0.8% | +3.6% | 0.397% | |
| 11/6/2024 | Coastline Trust Co | 2,210 | $153K | 0.0% | N/A | 0.016% | |
| 11/4/2024 | Tyler Stone Wealth Management | 12,972 | $901K | 0.2% | +100.0% | 0.096% | |
| 11/1/2024 | Atria Investments Inc | 28,167 | $1.96M | 0.0% | -3.0% | 0.208% | |
| 11/1/2024 | Assetmark Inc. | 690 | $48K | 0.0% | N/A | 0.005% | |
| 10/29/2024 | Fernwood Investment Management LLC | 5,652 | $392K | 0.1% | -39.1% | 0.042% | |
| 10/25/2024 | TNF LLC | 17,871 | $1.25M | 0.4% | +8.8% | 0.132% | |
| 10/24/2024 | Arkadios Wealth Advisors | 14,547 | $1.01M | 0.1% | -9.6% | 0.107% | |
| 10/23/2024 | Grimes & Company Inc. | 1,709,019 | $118.67M | 3.2% | +1.0% | 12.613% | |
| 10/22/2024 | International Assets Investment Management LLC | 3,421,500 | $237.59M | 0.0% | +15,881.6% | 25.251% | |
| 10/22/2024 | Foundry Financial Group Inc. | 141,597 | $9.83M | 6.1% | +0.1% | 1.045% | |
| 10/22/2024 | Private Advisor Group LLC | 56,855 | $3.95M | 0.0% | -3.7% | 0.420% | |
| 10/18/2024 | Commonwealth Equity Services LLC | 473,168 | $32.86M | 0.0% | -0.3% | 3.492% | |
| 10/16/2024 | ERn Financial LLC | 44,235 | $3.07M | 0.5% | +9.3% | 0.326% | |
| 10/7/2024 | IAM Advisory LLC | 336,134 | $23.34M | 5.9% | -0.5% | 2.481% | |
| 9/5/2024 | Sanctuary Advisors LLC | 29,053 | $1.82M | 0.0% | N/A | 0.214% | |
| 8/19/2024 | Hershey Financial Advisers LLC | 13,593 | $884K | 0.8% | N/A | 0.100% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 85,250 | $5.54M | 0.0% | -8.7% | 0.629% | |
| 8/16/2024 | Goodman Advisory Group LLC | 83,844 | $5.45M | 1.6% | -11.8% | 0.619% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 65,354 | $4.25M | 0.0% | -5.4% | 0.482% | |
| 8/10/2024 | Perennial Investment Advisors LLC | 17,971 | $1.17M | 0.2% | -3.4% | 0.133% | |
| 8/10/2024 | Hill Island Financial LLC | 356,260 | $23.16M | 7.6% | +0.3% | 2.629% | |
| 8/9/2024 | SigFig Wealth Management LLC | 28,766 | $1.87M | 0.1% | +6.7% | 0.212% | |
| 8/9/2024 | Foundry Financial Group Inc. | 141,414 | $9.19M | 6.3% | +1.7% | 1.044% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 732,046 | $47.59M | 0.0% | +6.9% | 5.403% | |
| 8/8/2024 | Schneider Downs Wealth Management Advisors LP | 51,877 | $3.37M | 0.8% | +2.4% | 0.383% | |
| 8/8/2024 | LPL Financial LLC | 992,776 | $64.54M | 0.0% | -2.2% | 7.327% | |
| 8/5/2024 | Private Advisor Group LLC | 59,017 | $3.84M | 0.0% | -5.5% | 0.436% | |
| 8/1/2024 | Chilton Capital Management LLC | 17,118 | $1.11M | 0.0% | -5.5% | 0.126% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 474,443 | $30.84M | 0.0% | +0.4% | 3.501% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 24,280 | $1.58M | 0.2% | +1.3% | 0.179% | |
| 7/29/2024 | Arkadios Wealth Advisors | 16,094 | $1.05M | 0.1% | -13.4% | 0.119% | |
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad) We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America.
Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking.
And he believes Trump could soon release this frozen asset to the public.
But something even more spectacular is bound to happen. And those who know what to expect could make |
| 7/25/2024 | TNF LLC | 16,425 | $1.07M | 0.4% | +3.4% | 0.121% | |
| 7/25/2024 | Institute for Wealth Management LLC. | 14,595 | $949K | 0.1% | -6.3% | 0.108% | |
| 7/23/2024 | Amplius Wealth Advisors LLC | 22,021 | $1.43M | 0.2% | -3.2% | 0.163% | |
| 7/20/2024 | Parsons Capital Management Inc. RI | 43,197 | $2.81M | 0.2% | +0.5% | 0.319% | |
| 7/17/2024 | ERn Financial LLC | 40,464 | $2.63M | 0.4% | +2.3% | 0.299% | |
| 7/17/2024 | James J. Burns & Company LLC | 6,143 | $399K | 0.1% | N/A | 0.045% | |
| 7/16/2024 | Cooper Financial Group | 121,526 | $7.90M | 1.2% | +10.4% | 0.897% | |
| 7/13/2024 | IAM Advisory LLC | 337,878 | $21.97M | 6.0% | -0.5% | 2.494% | |
| 7/10/2024 | Simplicity Wealth LLC | 9,335 | $607K | 0.0% | +119.7% | 0.069% | |
| 7/8/2024 | Bank & Trust Co | 1,419 | $92K | 0.1% | N/A | 0.010% | |
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