| 2/18/2025 | Harmony Asset Management LLC | 30,650 | $1.52M | 0.6% | +89.7% | 0.236% | |
| 2/17/2025 | Family Management Corp | 209,053 | $10.39M | 1.7% | +19.3% | 1.608% | |
| 2/17/2025 | Cahill Financial Advisors Inc. | 13,649 | $678K | 0.1% | -4.5% | 0.105% | |
| 2/17/2025 | Bank of America Corp DE | 7,945 | $395K | 0.0% | +156.6% | 0.061% | |
| 2/17/2025 | Benjamin Edwards Inc. | 42,301 | $2.10M | 0.0% | +3.5% | 0.325% | |
| 2/17/2025 | Ancora Advisors LLC | 17,000 | $845K | 0.0% | +41.7% | 0.131% | |
| 2/17/2025 | Advocacy Wealth Management Services LLC | 154,903 | $7.70M | 0.6% | N/A | 1.192% | |
| 2/14/2025 | Whitebox Advisors LLC | 11,306 | $562K | 0.0% | N/A | 0.087% | |
| 2/14/2025 | Comerica Bank | 3,000 | $149K | 0.0% | +71.6% | 0.023% | |
| 2/14/2025 | Lido Advisors LLC | 4,977 | $247K | 0.0% | -5.3% | 0.038% | |
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| 2/14/2025 | Knightsbridge Asset Management LLC | 557,743 | $27.71M | 6.4% | +13.6% | 4.290% | |
| 2/14/2025 | Two Sigma Securities LLC | 4,151 | $206K | 0.0% | N/A | 0.032% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 9,980 | $496K | 0.0% | N/A | 0.077% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 9,159 | $455K | 0.0% | +6.2% | 0.070% | |
| 2/14/2025 | MML Investors Services LLC | 1,315,487 | $65.37M | 0.2% | +10.6% | 10.119% | |
| 2/13/2025 | NewEdge Advisors LLC | 15,864 | $788K | 0.0% | +13.0% | 0.122% | |
| 2/13/2025 | Evergreen Capital Management LLC | 741,880 | $36.86M | 1.2% | -8.6% | 5.707% | |
| 2/13/2025 | Anchor Investment Management LLC | 34,289 | $1.70M | 0.2% | +12.8% | 0.264% | |
| 2/13/2025 | CreativeOne Wealth LLC | 28,718 | $1.43M | 0.0% | +1.3% | 0.221% | |
| 2/13/2025 | Townsquare Capital LLC | 17,915 | $890K | 0.0% | +25.3% | 0.138% | |
| 2/13/2025 | Advisory Services Network LLC | 29,332 | $1.46M | 0.0% | N/A | 0.226% | |
| 2/13/2025 | Wedbush Securities Inc. | 18,729 | $931K | 0.0% | -10.9% | 0.144% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 1,582,933 | $78.66M | 0.0% | +9.8% | 12.176% | |
| 2/13/2025 | Wells Fargo & Company MN | 1,567,191 | $77.87M | 0.0% | -3.8% | 12.055% | |
| 2/12/2025 | Huntington National Bank | 886 | $44K | 0.0% | +1,510.9% | 0.007% | |
| 2/12/2025 | OLD Mission Capital LLC | 18,538 | $921K | 0.0% | -76.4% | 0.143% | |
| 2/12/2025 | Watchman Group Inc. | 580,926 | $28.87M | 7.6% | +4.8% | 4.469% | |
| 2/12/2025 | Schroder Investment Management Group | 27,982 | $1.39M | 0.0% | +9.3% | 0.215% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 57,604 | $2.86M | 0.0% | -6.8% | 0.443% | |
| 2/12/2025 | JPMorgan Chase & Co. | 118,452 | $5.89M | 0.0% | +6.9% | 0.911% | |
| 2/11/2025 | First American Trust FSB | 152,175 | $7.56M | 0.8% | +13.7% | 1.171% | |
| 2/11/2025 | LPL Financial LLC | 57,757 | $2.87M | 0.0% | +278.8% | 0.444% | |
| 2/11/2025 | Sei Investments Co. | 2,921,363 | $145.17M | 0.2% | +4.0% | 22.472% | |
| 2/10/2025 | Horizon Investments LLC | 92,645 | $4.58M | 0.1% | +2.5% | 0.713% | |
| 2/10/2025 | BlackDiamond Wealth Management LLC | 44,449 | $2.21M | 1.3% | -11.6% | 0.342% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 29,114 | $1.45M | 0.0% | -4.6% | 0.224% | |
| 2/10/2025 | Hutchinson Capital Management CA | 133,457 | $6.63M | 1.3% | N/A | 1.027% | |
| 2/10/2025 | Hilton Capital Management LLC | 662,815 | $32.94M | 2.8% | -14.0% | 5.099% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 152,311 | $7.57M | 0.0% | +11.6% | 1.172% | |
| 2/7/2025 | Sequoia Financial Advisors LLC | 11,100 | $552K | 0.0% | N/A | 0.085% | |
$5,000 DOGE check? (Ad) Elon Musk's DOGE agenda just took a very surprising turn...
Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers.
The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail. Everything you need to know is right here. |
| 2/7/2025 | HighTower Advisors LLC | 18,034 | $896K | 0.0% | +81.5% | 0.139% | |
| 2/7/2025 | Morling Financial Advisors LLC | 281,490 | $13.99M | 4.9% | N/A | 2.165% | |
| 2/7/2025 | Tortoise Investment Management LLC | 301,475 | $14.98M | 1.6% | +14.2% | 2.319% | |
| 2/7/2025 | Independent Advisor Alliance | 93,330 | $4.64M | 0.1% | N/A | 0.718% | |
| 2/7/2025 | K2 Financial Inc. | 24,229 | $1.19M | 1.2% | N/A | 0.186% | |
| 2/6/2025 | Ethos Financial Group LLC | 180,717 | $8.98M | 1.2% | N/A | 1.390% | |
| 2/6/2025 | LHM Inc. | 174,435 | $8.67M | 2.8% | +28.8% | 1.342% | |
| 2/6/2025 | Straight Path Wealth Management | 6,760 | $336K | 0.1% | +31.0% | 0.052% | |
| 2/6/2025 | Proficio Capital Partners LLC | 163,980 | $8.15M | 0.1% | -44.2% | 1.261% | |
| 2/6/2025 | Exencial Wealth Advisors LLC | 10,868 | $540K | 0.0% | +2.0% | 0.084% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 4,118 | $205K | 0.0% | +98.7% | 0.032% | |
| 2/5/2025 | Proficio Capital Partners LLC | 8,119,926 | $403.48M | 0.2% | +2,665.2% | 62.461% | |
| 2/5/2025 | Convergence Financial LLC | 236,472 | $11.75M | 2.3% | N/A | 1.819% | |
| 2/5/2025 | Nwam LLC | 138,623 | $6.89M | 0.4% | +82.3% | 1.066% | |
| 2/5/2025 | Magnolia Private Wealth LLC | 10,000 | $497K | 0.3% | N/A | 0.077% | |
| 2/4/2025 | Bank of New York Mellon Corp | 83,159 | $4.13M | 0.0% | +189.2% | 0.640% | |
| 2/4/2025 | Pekin Hardy Strauss Inc. | 158,565 | $7.88M | 1.0% | +12.3% | 1.220% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 185,576 | $9.22M | 3.6% | N/A | 1.428% | |
| 2/3/2025 | Citizens National Bank Trust Department | 1,200 | $60K | 0.0% | N/A | 0.009% | |
| 2/3/2025 | Private Advisor Group LLC | 68,936 | $3.43M | 0.0% | +55.1% | 0.530% | |
| 2/3/2025 | Longview Financial Advisors Inc. | 11,630 | $578K | 0.5% | N/A | 0.089% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 13,525 | $672K | 0.0% | N/A | 0.104% | |
| 1/31/2025 | Venturi Wealth Management LLC | 16,788 | $834K | 0.0% | +7.6% | 0.129% | |
| 1/31/2025 | Truist Financial Corp | 102,606 | $5.10M | 0.0% | -2.0% | 0.789% | |
| 1/31/2025 | Sanctuary Advisors LLC | 146,783 | $7.30M | 0.0% | +24.3% | 1.129% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 50,499 | $2.51M | 0.1% | -7.1% | 0.388% | |
| 1/30/2025 | Csenge Advisory Group | 10,366 | $515K | 0.0% | +5.3% | 0.080% | |
| 1/30/2025 | Principal Securities Inc. | 4,103 | $204K | 0.0% | +16.6% | 0.032% | |
| 1/29/2025 | Beckerman Institutional LLC | 31,433 | $1.56M | 1.3% | +72.1% | 0.242% | |
| 1/29/2025 | Mill Creek Capital Advisors LLC | 712,077 | $35.38M | 0.8% | -21.2% | 5.478% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 9,134 | $454K | 0.0% | +9.3% | 0.070% | |
| 1/28/2025 | Almanack Investment Partners LLC. | 180,717 | $8.98M | 1.4% | +17.4% | 1.390% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 8,967 | $446K | 0.0% | N/A | 0.069% | |
| 1/24/2025 | Calamos Advisors LLC | 11,232 | $558K | 0.0% | +118.2% | 0.086% | |
| 1/23/2025 | GFS Advisors LLC | 7,950 | $395K | 0.1% | N/A | 0.061% | |
| 1/22/2025 | Perigon Wealth Management LLC | 7,537 | $375K | 0.0% | +5.8% | 0.058% | |
| 1/22/2025 | Webster Bank N. A. | 1,000 | $50K | 0.0% | N/A | 0.008% | |
| 1/22/2025 | Narwhal Capital Management | 50,489 | $2.51M | 0.2% | +4.9% | 0.388% | |
| 1/21/2025 | Park Edge Advisors LLC | 138,185 | $6.87M | 2.0% | -29.8% | 1.063% | |
| 1/21/2025 | Andina Capital Management LLC | 105,253 | $5.23M | 4.3% | -20.7% | 0.810% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 7,377 | $367K | 0.0% | N/A | 0.057% | |
| 1/21/2025 | RFG Advisory LLC | 25,069 | $1.25M | 0.0% | -1.3% | 0.193% | |
| 1/21/2025 | Seneca House Advisors | 69,424 | $3.45M | 1.4% | +67.2% | 0.534% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 2,616 | $130K | 0.1% | N/A | 0.020% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 61,140 | $3.04M | 0.0% | N/A | 0.470% | |
| 1/17/2025 | Sharp Financial Services LLC | 5,200 | $258K | 0.2% | N/A | 0.040% | |
| 1/17/2025 | Magnus Financial Group LLC | 4,488 | $223K | 0.0% | -85.9% | 0.035% | |
| 1/17/2025 | Dakota Wealth Management | 68,930 | $3.43M | 0.1% | N/A | 0.530% | |
| 1/16/2025 | Priebe Wealth Holdings LLC | 10,400 | $517K | 0.4% | N/A | 0.080% | |
| 1/16/2025 | Cambridge Advisors Inc. | 17,223 | $856K | 0.2% | +15.1% | 0.132% | |
$5,000 DOGE check? (Ad) Elon Musk's DOGE agenda just took a very surprising turn...
Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers.
The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail. Everything you need to know is right here. |
| 1/15/2025 | Ameritas Advisory Services LLC | 39,575 | $1.97M | 0.1% | +183.2% | 0.304% | |
| 1/15/2025 | Edge Wealth Management LLC | 120,317 | $5.98M | 1.2% | +605.5% | 0.926% | |
| 1/14/2025 | Smith Anglin Financial LLC | 4,586 | $228K | 0.0% | N/A | 0.035% | |
| 1/14/2025 | Peak Financial Advisors LLC | 361,213 | $17.95M | 9.3% | -8.4% | 2.779% | |
| 1/14/2025 | Hart & Patterson Financial Group LLC | 67,974 | $3.38M | 1.6% | +3.7% | 0.523% | |
| 1/13/2025 | Bar Harbor Wealth Management | 170,519 | $8.47M | 0.6% | +238.5% | 1.312% | |
| 1/13/2025 | First National Bank Sioux Falls | 5,991 | $298K | 0.1% | N/A | 0.046% | |
| 1/13/2025 | Wedmont Private Capital | 5,349 | $263K | 0.0% | N/A | 0.041% | |
| 1/13/2025 | Brookstone Capital Management | 16,845 | $837K | 0.0% | N/A | 0.130% | |
| 1/13/2025 | Aprio Wealth Management LLC | 207,086 | $10.29M | 1.5% | +16.9% | 1.593% | |
