8/15/2025 | Bank of America Corp DE | 197,264 | $3.92M | 0.0% | +5.0% | 2.144% | |
8/14/2025 | Jane Street Group LLC | 129,581 | $2.58M | 0.0% | N/A | 1.408% | |
8/14/2025 | Raymond James Financial Inc. | 29,511 | $586K | 0.0% | -55.7% | 0.321% | |
8/14/2025 | Acorn Wealth Advisors LLC | 16,080 | $320K | 0.1% | -13.8% | 0.175% | |
8/14/2025 | Baker Avenue Asset Management LP | 283,614 | $5.64M | 0.2% | -2.0% | 3.083% | |
8/13/2025 | Stenger Family Office LLC | 129,501 | $2.57M | 0.6% | N/A | 1.408% | |
8/13/2025 | GeoWealth Management LLC | 41,999 | $835K | 0.0% | -1.7% | 0.457% | |
8/13/2025 | Royal Fund Management LLC | 241,391 | $4.80M | 0.5% | +3.5% | 2.624% | |
8/13/2025 | Guggenheim Capital LLC | 59,001 | $1.17M | 0.0% | +6.4% | 0.641% | |
8/12/2025 | JPMorgan Chase & Co. | 4,618 | $92K | 0.0% | +421.2% | 0.050% | |
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8/11/2025 | Inspire Advisors LLC | 215,047 | $4.27M | 0.4% | N/A | 2.403% | |
8/8/2025 | Kingsview Wealth Management LLC | 118,851 | $2.36M | 0.0% | +4.5% | 1.328% | |
8/4/2025 | Assetmark Inc. | 2,675 | $53K | 0.0% | -61.6% | 0.030% | |
8/1/2025 | Advisory Alpha LLC | 272,296 | $5.41M | 0.2% | +9.7% | 3.042% | |
7/25/2025 | Atria Wealth Solutions Inc. | 18,828 | $374K | 0.0% | +13.4% | 0.210% | |
7/25/2025 | Endowment Wealth Management Inc. | 10,753 | $214K | 0.1% | N/A | 0.120% | |
7/25/2025 | CWM LLC | 6,166 | $123K | 0.0% | +11.3% | 0.069% | |
7/17/2025 | Janney Montgomery Scott LLC | 34,892 | $693K | 0.0% | N/A | 0.390% | |
7/17/2025 | Sound Income Strategies LLC | 551,475 | $10.96M | 0.6% | +85.8% | 6.162% | |
7/16/2025 | Embree Financial Group | 40,303 | $801K | 0.1% | -13.2% | 0.450% | |
7/14/2025 | Sowell Financial Services LLC | 827,259 | $16.44M | 0.7% | -3.0% | 9.243% | |
7/11/2025 | Silver Oak Securities Incorporated | 17,244 | $343K | 0.0% | -3.0% | 0.193% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 165,512 | $3.28M | 1.2% | N/A | 1.849% | |
7/3/2025 | Whitcomb & Hess Inc. | 572,073 | $11.37M | 3.2% | +2.2% | 6.538% | |
5/20/2025 | Focus Partners Wealth | 12,993 | $258K | 0.0% | N/A | 0.160% | |
5/19/2025 | Advisory Alpha LLC | 248,304 | $4.92M | 0.2% | +15.6% | 3.065% | |
5/16/2025 | Jones Financial Companies Lllp | 19,354 | $388K | 0.0% | -36.5% | 0.239% | |
5/15/2025 | Baird Financial Group Inc. | 12,530 | $248K | 0.0% | -21.7% | 0.155% | |
5/13/2025 | HighTower Advisors LLC | 102,519 | $2.03M | 0.0% | +5.9% | 1.266% | |
5/9/2025 | Atria Wealth Solutions Inc. | 16,608 | $329K | 0.0% | -5.9% | 0.210% | |
5/8/2025 | Baker Avenue Asset Management LP | 289,508 | $5.74M | 0.2% | +102.0% | 3.665% | |
5/7/2025 | LPL Financial LLC | 462,005 | $9.16M | 0.0% | +61.2% | 5.848% | |
5/6/2025 | Assetmark Inc. | 6,972 | $138K | 0.0% | +89.7% | 0.088% | |
5/5/2025 | Hazlett Burt & Watson Inc. | 1,296 | $25K | 0.0% | +312.7% | 0.016% | |
5/2/2025 | Kingsview Wealth Management LLC | 113,680 | $2.25M | 0.0% | -0.7% | 1.439% | |
5/1/2025 | Acorn Wealth Advisors LLC | 18,655 | $370K | 0.2% | +4.7% | 0.236% | |
4/29/2025 | Capital Investment Advisory Services LLC | 23,771 | $471K | 0.0% | +13.0% | 0.301% | |
4/23/2025 | Embree Financial Group | 46,426 | $920K | 0.2% | -20.0% | 0.588% | |
4/22/2025 | Runnymede Capital Advisors Inc. | 1,312 | $26K | 0.0% | N/A | 0.017% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 52,070 | $1.03M | 0.0% | +37.6% | 0.659% | |
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4/17/2025 | Sowell Financial Services LLC | 852,762 | $16.90M | 0.8% | +13.7% | 10.863% | |
4/17/2025 | Sound Income Strategies LLC | 296,784 | $5.88M | 0.3% | N/A | 3.781% | |
4/15/2025 | Simplicity Wealth LLC | 112,686 | $2.23M | 0.2% | N/A | 1.435% | |
4/8/2025 | Whitcomb & Hess Inc. | 559,762 | $11.09M | 3.4% | +0.6% | 7.131% | |
4/8/2025 | Advisory Alpha LLC | 120,683 | $2.39M | 0.1% | -43.8% | 1.537% | |
2/17/2025 | Baird Financial Group Inc. | 16,007 | $315K | 0.0% | -21.7% | 0.230% | |
2/17/2025 | Baker Avenue Asset Management LP | 143,309 | $2.82M | 0.1% | -40.5% | 2.062% | |
2/17/2025 | Bank of America Corp DE | 190,524 | $3.74M | 0.0% | +8.1% | 2.741% | |
2/14/2025 | Jane Street Group LLC | 25,877 | $508K | 0.0% | N/A | 0.372% | |
2/14/2025 | IHT Wealth Management LLC | 14,326 | $281K | 0.0% | N/A | 0.206% | |
2/14/2025 | GeoWealth Management LLC | 38,807 | $763K | 0.0% | +16.3% | 0.558% | |
2/13/2025 | Guggenheim Capital LLC | 54,366 | $1.07M | 0.0% | +6.4% | 0.782% | |
2/13/2025 | Raymond James Financial Inc. | 72,725 | $1.43M | 0.0% | N/A | 1.046% | |
2/12/2025 | Murphy & Mullick Capital Management Corp | 18,036 | $354K | 0.3% | N/A | 0.260% | |
2/11/2025 | LPL Financial LLC | 286,680 | $5.63M | 0.0% | +0.6% | 4.125% | |
2/10/2025 | Commonwealth Equity Services LLC | 43,284 | $851K | 0.0% | -6.9% | 0.623% | |
2/7/2025 | HighTower Advisors LLC | 96,794 | $1.90M | 0.0% | +7.4% | 1.393% | |
2/7/2025 | Sowell Financial Services LLC | 750,306 | $14.74M | 0.8% | +26.4% | 10.796% | |
2/6/2025 | Raymond James Financial Inc. | 72,725 | $1.43M | 0.0% | N/A | 1.046% | |
2/6/2025 | Assetmark Inc. | 3,676 | $72K | 0.0% | +321.6% | 0.053% | |
2/6/2025 | Jones Financial Companies Lllp | 30,459 | $599K | 0.0% | +71.1% | 0.438% | |
2/4/2025 | Acorn Wealth Advisors LLC | 17,810 | $350K | 0.1% | +7.2% | 0.256% | |
1/28/2025 | Kingsview Wealth Management LLC | 114,481 | $2.25M | 0.0% | +2.0% | 1.647% | |
1/27/2025 | Silver Oak Securities Incorporated | 17,749 | $350K | 0.0% | N/A | 0.255% | |
1/23/2025 | Capital Investment Advisory Services LLC | 21,028 | $413K | 0.0% | -2.6% | 0.303% | |
1/22/2025 | Whitcomb & Hess Inc. | 556,550 | $10.94M | 3.4% | -1.5% | 8.008% | |
1/21/2025 | Embree Financial Group | 58,003 | $1.14M | 0.2% | -12.7% | 0.835% | |
1/17/2025 | Advisory Alpha LLC | 214,754 | $4.22M | 0.2% | +20.3% | 3.090% | |
1/16/2025 | Royal Fund Management LLC | 224,636 | $4.42M | 0.4% | -47.7% | 3.232% | |
11/15/2024 | HighTower Advisors LLC | 90,116 | $1.82M | 0.0% | +3.0% | 1.297% | |
11/13/2024 | Acorn Wealth Advisors LLC | 16,613 | $336K | 0.1% | +50.7% | 0.239% | |
11/12/2024 | Kingsview Wealth Management LLC | 112,242 | $2.27M | 0.0% | -4.3% | 1.615% | |
11/4/2024 | Baker Avenue Asset Management LP | 240,953 | $4.87M | 0.2% | +9.0% | 3.467% | |
10/18/2024 | Embree Financial Group | 66,404 | $1.34M | 0.2% | -6.7% | 0.955% | |
10/9/2024 | LifePro Asset Management | 166,800 | $3.37M | 2.1% | +4.9% | 2.400% | |
10/8/2024 | CWM LLC | 5,901 | $119K | 0.0% | -32.6% | 0.085% | |
10/8/2024 | Royal Fund Management LLC | 429,656 | $8.70M | 0.5% | +132.2% | 6.182% | |
10/2/2024 | Whitcomb & Hess Inc. | 565,026 | $11.43M | 3.4% | -2.2% | 8.130% | |
8/21/2024 | Advisory Alpha LLC | 163,448 | $3.19M | 0.1% | +44.3% | 2.352% | |
8/15/2024 | Oliver Lagore Vanvalin Investment Group | 132,167 | $2.58M | 0.7% | -13.9% | 1.902% | |
8/1/2024 | Embree Financial Group | 71,172 | $1.39M | 0.3% | -8.7% | 1.024% | |
7/31/2024 | Commonwealth Equity Services LLC | 46,566 | $909K | 0.0% | +1.3% | 0.670% | |
7/18/2024 | Royal Fund Management LLC | 185,042 | $3.61M | 0.3% | +4.3% | 2.662% | |
7/11/2024 | Whitcomb & Hess Inc. | 577,726 | $11.27M | 3.5% | +4.0% | 8.313% | |
7/10/2024 | LifePro Asset Management | 158,997 | $3.10M | 2.2% | +152.1% | 2.288% | |
7/10/2024 | CWM LLC | 8,754 | $171K | 0.0% | -38.2% | 0.126% | |
6/28/2024 | Bright Futures Wealth Management LLC. | 14,919 | $292K | 0.1% | N/A | 0.215% | |
5/9/2024 | Kingsview Wealth Management LLC | 116,222 | $2.29M | 0.1% | +9.4% | 1.672% | |
5/6/2024 | Advisory Alpha LLC | 113,249 | $2.23M | 0.1% | +16.3% | 1.629% | |
5/4/2024 | Essex LLC | 238,396 | $4.70M | 1.1% | -1.7% | 3.430% | |
GENIUS Act: Cancel Your Money? (Ad) A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control.
Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live. Get the free info kit with 3 strategies to sidestep digital dollar control. |
5/3/2024 | Embree Financial Group | 77,930 | $1.54M | 0.3% | -18.8% | 1.121% | |
4/30/2024 | Commonwealth Equity Services LLC | 45,955 | $906K | 0.0% | -15.3% | 0.671% | |
4/26/2024 | LifePro Asset Management | 63,077 | $1.24M | 0.8% | +12.2% | 0.921% | |
4/24/2024 | 1900 Wealth Management LLC | 14,168 | $279K | 0.0% | -79.6% | 0.207% | |
4/15/2024 | Whitcomb & Hess Inc. | 555,425 | $10.95M | 3.5% | +4.0% | 8.108% | |
4/11/2024 | Royal Fund Management LLC | 177,421 | $3.50M | 0.3% | +7.4% | 1.887% | |
4/10/2024 | Signal Advisors Wealth LLC | 14,437 | $285K | 0.1% | +9.2% | 0.154% | |
2/26/2024 | Virtu Financial LLC | 16,409 | $320K | 0.0% | N/A | 0.175% | |
2/8/2024 | Kingsview Wealth Management LLC | 106,232 | $2.08M | 0.1% | -0.6% | 1.130% | |
2/6/2024 | Royal Fund Management LLC | 165,203 | $3.23M | 0.4% | +1.2% | 1.757% | |