8/15/2025 | BNP Paribas Financial Markets | 30,393 | $1.73M | 0.0% | -66.4% | 0.504% | |
8/15/2025 | Bank of America Corp DE | 200,410 | $11.40M | 0.0% | -28.3% | 3.324% | |
8/15/2025 | Ameriprise Financial Inc. | 17,410 | $991K | 0.0% | +18.9% | 0.289% | |
8/14/2025 | Raymond James Financial Inc. | 197,308 | $11.23M | 0.0% | -6.9% | 3.272% | |
8/14/2025 | Quantinno Capital Management LP | 6,417 | $365K | 0.0% | -2.8% | 0.106% | |
8/13/2025 | Quantum Portfolio Management LLC | 4,897 | $279K | 0.1% | +5.0% | 0.081% | |
8/13/2025 | Gateway Wealth Partners LLC | 5,016 | $285K | 0.1% | -10.3% | 0.083% | |
8/13/2025 | Walleye Capital LLC | 3,519 | $200K | 0.0% | N/A | 0.058% | |
8/13/2025 | Thomist Capital Management LP | 24,600 | $1.40M | 0.4% | N/A | 0.408% | |
8/13/2025 | Leuthold Group LLC | 7,846 | $446K | 0.1% | N/A | 0.130% | |
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8/12/2025 | Quadcap Wealth Management LLC | 4,062 | $231K | 0.0% | -15.5% | 0.067% | |
8/12/2025 | JPMorgan Chase & Co. | 30,000 | $1.71M | 0.0% | -88.5% | 0.498% | |
8/12/2025 | Prudential PLC | 202,100 | $11.50M | 0.1% | +14.5% | 3.352% | |
8/8/2025 | Kingsview Wealth Management LLC | 182,877 | $10.41M | 0.2% | -19.1% | 3.008% | |
8/8/2025 | Cetera Investment Advisers | 7,622 | $434K | 0.0% | -12.1% | 0.125% | |
8/6/2025 | Prospera Financial Services Inc | 6,666 | $379K | 0.0% | -7.6% | 0.110% | |
8/6/2025 | Black Swift Group LLC | 55,120 | $3.14M | 0.6% | N/A | 0.907% | |
8/5/2025 | Smith Shellnut Wilson LLC ADV | 3,639 | $207K | 0.1% | N/A | 0.060% | |
8/4/2025 | Flagship Harbor Advisors LLC | 7,531 | $429K | 0.0% | -7.1% | 0.124% | |
8/1/2025 | Envestnet Asset Management Inc. | 23,735 | $1.35M | 0.0% | +108.6% | 0.390% | |
7/28/2025 | Harbour Investments Inc. | 1,178 | $67K | 0.0% | -33.7% | 0.019% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,265 | $72K | 0.0% | N/A | 0.021% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 1,600 | $91K | 0.0% | N/A | 0.026% | |
7/17/2025 | Western Financial Corp CA | 6,018 | $342K | 0.2% | -17.1% | 0.099% | |
7/15/2025 | Kwmg LLC | 37,841 | $2.15M | 0.2% | -1.2% | 0.625% | |
5/16/2025 | Goldman Sachs Group Inc. | 185,696 | $9.03M | 0.0% | +493.7% | 3.121% | |
5/16/2025 | Jones Financial Companies Lllp | 9,172 | $446K | 0.0% | +83.3% | 0.144% | |
5/16/2025 | NewEdge Advisors LLC | 780 | $38K | 0.0% | -25.5% | 0.012% | |
5/16/2025 | Integrated Wealth Concepts LLC | 31,266 | $1.52M | 0.0% | -11.2% | 0.492% | |
5/15/2025 | Royal Bank of Canada | 81,098 | $3.95M | 0.0% | +301.1% | 1.275% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 10,672 | $519K | 0.0% | -12.0% | 0.168% | |
5/14/2025 | Summit Financial LLC | 16,851 | $820K | 0.0% | N/A | 0.265% | |
5/13/2025 | Raymond James Financial Inc. | 211,866 | $10.31M | 0.0% | +741.1% | 3.331% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 4,234 | $206K | 0.0% | -10.1% | 0.067% | |
5/13/2025 | Prudential PLC | 176,500 | $8.59M | 0.0% | -16.3% | 2.666% | |
5/13/2025 | HighTower Advisors LLC | 569,642 | $27.71M | 0.0% | +4,234.8% | 8.605% | |
5/7/2025 | LPL Financial LLC | 200,095 | $9.74M | 0.0% | +54.5% | 3.023% | |
5/6/2025 | Cetera Investment Advisers | 8,670 | $422K | 0.0% | -25.5% | 0.131% | |
5/5/2025 | Private Advisor Group LLC | 9,482 | $461K | 0.0% | N/A | 0.143% | |
5/2/2025 | Kingsview Wealth Management LLC | 226,163 | $11.00M | 0.2% | +2.7% | 3.416% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape. For the moment, you can watch this interview free of charge – just click here. |
5/1/2025 | CWM LLC | 3,004 | $146K | 0.0% | -15.8% | 0.045% | |
4/29/2025 | Envestnet Asset Management Inc. | 11,378 | $554K | 0.0% | +185.1% | 0.172% | |
4/23/2025 | Western Financial Corp CA | 7,255 | $353K | 0.2% | N/A | 0.110% | |
4/23/2025 | Golden State Wealth Management LLC | 1,000 | $49K | 0.0% | +100.0% | 0.015% | |
4/23/2025 | Bluesphere Advisors LLC | 6,246 | $304K | 0.2% | -25.4% | 0.094% | |
4/22/2025 | Flagship Harbor Advisors LLC | 8,106 | $394K | 0.0% | -3.4% | 0.122% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 20,486 | $997K | 0.0% | +105.3% | 0.309% | |
4/22/2025 | MinichMacGregor Wealth Management LLC | 7,158 | $348K | 0.1% | N/A | 0.108% | |
4/22/2025 | Nilsine Partners LLC | 26,587 | $1.29M | 0.1% | N/A | 0.402% | |
4/15/2025 | Ironwood Wealth Management LLC. | 15,131 | $736K | 0.2% | -1.8% | 0.229% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 8,945 | $435K | 0.0% | N/A | 0.141% | |
4/9/2025 | Kwmg LLC | 38,293 | $1.86M | 0.2% | +0.9% | 0.605% | |
3/11/2025 | Lighthouse Financial LLC | 5,700 | $298K | 0.2% | N/A | 0.110% | |
2/27/2025 | Bernard Wealth Management Corp. | 750 | $39K | 0.0% | N/A | 0.014% | |
2/17/2025 | Quantinno Capital Management LP | 7,225 | $377K | 0.0% | N/A | 0.116% | |
2/17/2025 | Millennium Management LLC | 42,723 | $2.23M | 0.0% | +2.0% | 0.686% | |
2/17/2025 | Cetera Investment Advisers | 11,640 | $608K | 0.0% | -7.7% | 0.187% | |
2/17/2025 | Bank of America Corp DE | 198,252 | $10.35M | 0.0% | +4.1% | 3.182% | |
2/17/2025 | BNP Paribas Financial Markets | 50,193 | $2.62M | 0.0% | -49.9% | 0.806% | |
2/17/2025 | Ameriprise Financial Inc. | 9,760 | $509K | 0.0% | -2.9% | 0.157% | |
2/14/2025 | Jane Street Group LLC | 4,995 | $261K | 0.0% | N/A | 0.080% | |
2/14/2025 | Integrated Wealth Concepts LLC | 35,193 | $1.84M | 0.0% | -5.8% | 0.565% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,529 | $80K | 0.0% | -87.9% | 0.025% | |
2/13/2025 | NewEdge Advisors LLC | 1,047 | $55K | 0.0% | -49.9% | 0.017% | |
2/13/2025 | Raymond James Financial Inc. | 25,189 | $1.32M | 0.0% | N/A | 0.404% | |
2/13/2025 | Bernard Wealth Management Corp. | 750 | $39K | 0.0% | N/A | 0.012% | |
2/13/2025 | Envestnet Asset Management Inc. | 3,991 | $208K | 0.0% | N/A | 0.064% | |
2/13/2025 | Wells Fargo & Company MN | 111,970 | $5.85M | 0.0% | +0.3% | 1.797% | |
2/13/2025 | Prudential PLC | 210,850 | $11.01M | 0.1% | -3.4% | 3.384% | |
2/12/2025 | Physician Wealth Advisors Inc. | 1,966 | $103K | 0.0% | N/A | 0.032% | |
2/11/2025 | LPL Financial LLC | 129,470 | $6.76M | 0.0% | +27.1% | 2.078% | |
2/10/2025 | Commonwealth Equity Services LLC | 28,126 | $1.47M | 0.0% | -13.0% | 0.451% | |
2/7/2025 | Wealthfront Advisers LLC | 123,225 | $7.08M | 0.0% | N/A | 1.978% | |
2/7/2025 | PNC Financial Services Group Inc. | 700 | $37K | 0.0% | -61.6% | 0.011% | |
2/6/2025 | Raymond James Financial Inc. | 25,189 | $1.32M | 0.0% | N/A | 0.404% | |
2/6/2025 | Financial Services Advisory Inc | 16,763 | $875K | 0.2% | N/A | 0.269% | |
2/6/2025 | Jones Financial Companies Lllp | 5,005 | $261K | 0.0% | +34.5% | 0.080% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 4,708 | $246K | 0.0% | -13.7% | 0.076% | |
1/30/2025 | Guardian Asset Advisors LLC | 4,614 | $241K | 0.2% | -6.0% | 0.074% | |
1/28/2025 | Advisors Preferred LLC | 2,598 | $136K | 0.0% | N/A | 0.042% | |
1/28/2025 | Kingsview Wealth Management LLC | 220,150 | $11.49M | 0.2% | N/A | 3.534% | |
1/28/2025 | Golden State Wealth Management LLC | 500 | $26K | 0.0% | N/A | 0.008% | |
1/21/2025 | Flagship Harbor Advisors LLC | 8,392 | $438K | 0.0% | -2.5% | 0.135% | |
1/16/2025 | Diversify Advisory Services LLC | 29,780 | $1.54M | 0.1% | -0.8% | 0.478% | |
1/13/2025 | Kwmg LLC | 37,939 | $1.98M | 0.2% | -1.7% | 0.609% | |
1/13/2025 | EWG Elevate Inc. | 30,861 | $1.61M | 0.5% | N/A | 0.495% | |
12/26/2024 | JPMorgan Chase & Co. | 135,083 | $6.44M | 0.0% | +92.7% | 2.168% | |
11/15/2024 | Integrated Wealth Concepts LLC | 37,345 | $1.78M | 0.0% | -7.6% | 0.599% | |
11/15/2024 | HighTower Advisors LLC | 13,241 | $633K | 0.0% | -1.6% | 0.213% | |
11/13/2024 | BNP Paribas Financial Markets | 100,193 | $4.78M | 0.0% | -33.3% | 1.608% | |
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad) Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.”
We recently sat down with Rickards to capture all the key details on tape. For the moment, you can watch this interview free of charge – just click here. |
11/13/2024 | Private Trust Co. NA | 855 | $41K | 0.0% | -30.0% | 0.014% | |
10/25/2024 | Diversify Advisory Services LLC | 30,030 | $1.47M | 0.1% | +7.0% | 0.482% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 4,800 | $229K | 0.0% | N/A | 0.077% | |
10/21/2024 | Bluesphere Advisors LLC | 8,504 | $406K | 0.2% | -25.6% | 0.137% | |
10/16/2024 | Ironwood Financial llc | 15,587 | $743K | 0.2% | -1.9% | 0.250% | |
10/11/2024 | Creative Planning | 5,062 | $241K | 0.0% | -11.8% | 0.081% | |
10/9/2024 | Guardian Asset Advisors LLC | 4,906 | $234K | 0.2% | -11.1% | 0.079% | |
10/8/2024 | Ironwood Wealth Management LLC. | 15,882 | $721K | 0.2% | -1.3% | 0.255% | |
10/7/2024 | Kwmg LLC | 38,605 | $1.84M | 0.2% | +2.1% | 0.620% | |
8/16/2024 | Gateway Wealth Partners LLC | 5,571 | $253K | 0.1% | N/A | 0.089% | |