| 3/8/2024 | ICA Group Wealth Management LLC | 620 | $30K | 0.0% | N/A | 0.040% | |
| 2/14/2024 | Retirement Capital Strategies | 4,127 | $203K | 0.1% | N/A | 0.266% | |
| 2/6/2024 | Private Advisor Group LLC | 7,422 | $365K | 0.0% | +11.2% | 0.479% | |
| 2/2/2024 | Spinnaker Trust | 7,405 | $364K | 0.0% | -9.9% | 0.478% | |
| 1/31/2024 | Opes Wealth Management LLC | 12,725 | $626K | 0.2% | -1.8% | 0.821% | |
| 1/26/2024 | Charter Oak Capital Management LLC | 108,164 | $5.32M | 0.6% | -20.9% | 6.978% | |
|
| 1/25/2024 | International Assets Investment Management LLC | 31,677 | $1.56M | 0.0% | N/A | 2.044% | |
| 1/24/2024 | International Assets Investment Management LLC | 31,677 | $1.56M | 0.0% | N/A | 2.044% | |
| 1/12/2024 | My Legacy Advisors LLC | 6,879 | $340K | 0.1% | -17.2% | 0.444% | |
| 1/12/2024 | Choice Wealth Advisors LLC | 4,287 | $211K | 0.1% | N/A | 0.277% | |
| 11/14/2023 | Synovus Financial Corp | 4,853 | $214K | 0.0% | -59.2% | 0.313% | |
| 11/13/2023 | LPL Financial LLC | 125,094 | $5.53M | 0.0% | +3.5% | 8.071% | |
| 11/8/2023 | Spinnaker Trust | 8,220 | $363K | 0.0% | -5.7% | 0.530% | |
| 11/4/2023 | NBC Securities Inc. | 1,000 | $44K | 0.0% | N/A | 0.065% | |
| 10/24/2023 | Bouchey Financial Group Ltd | 4,635 | $205K | 0.0% | N/A | 0.299% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 23,557 | $1.04M | 0.0% | -20.5% | 1.520% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 9,443 | $417K | 0.0% | -4.8% | 0.609% | |
| 10/20/2023 | My Legacy Advisors LLC | 8,309 | $366K | 0.1% | +16.1% | 0.536% | |
| 10/5/2023 | Charter Oak Capital Management LLC | 136,738 | $6.04M | 0.8% | -2.4% | 8.822% | |
| 8/11/2023 | Richard Bernstein Advisors LLC | 12,793 | $588K | 0.0% | -24.6% | 0.825% | |
| 8/10/2023 | Private Advisor Group LLC | 6,618 | $313K | 0.0% | +25.3% | 0.427% | |
| 8/10/2023 | Cetera Investment Advisers | 43,184 | $1.98M | 0.0% | +32.6% | 2.786% | |
| 7/31/2023 | LPL Financial LLC | 120,824 | $5.55M | 0.0% | +0.4% | 7.795% | |
| 7/20/2023 | Charter Oak Capital Management LLC | 140,094 | $6.43M | 0.8% | -4.5% | 8.756% | |
| 7/18/2023 | Stratos Wealth Partners LTD. | 5,340 | $245K | 0.0% | +4.4% | 0.334% | |
| 5/12/2023 | Richard Bernstein Advisors LLC | 16,966 | $731K | 0.0% | -2.6% | 1.060% | |
| 5/11/2023 | Financial Advocates Investment Management | 15,817 | $682K | 0.0% | +3.0% | 0.989% | |
| 5/10/2023 | LPL Financial LLC | 120,359 | $5.19M | 0.0% | +10.7% | 7.522% | |
| 5/2/2023 | Opes Wealth Management LLC | 12,720 | $548K | 0.2% | +37.9% | 0.795% | |
| 4/19/2023 | Charter Oak Capital Management LLC | 146,746 | $6.33M | 0.9% | -0.5% | 9.172% | |
| 4/17/2023 | GPS Wealth Strategies Group LLC | 3,479 | $150K | 0.0% | N/A | 0.217% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 29,638 | $1.28M | 0.0% | -16.1% | 1.876% | |
| 4/11/2023 | My Legacy Advisors LLC | 7,227 | $311K | 0.1% | +11.8% | 0.457% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 35,322 | $1.45M | 0.0% | -1.0% | 2.236% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 12,821 | $526K | 0.0% | +7.6% | 0.811% | |
| 2/7/2023 | LPL Financial LLC | 108,718 | $4.47M | 0.0% | +7.1% | 6.881% | |
| 2/7/2023 | IFP Advisors Inc | 19,465 | $1.48M | 0.0% | -8.4% | 1.232% | |
| 2/2/2023 | Institute for Wealth Management LLC. | 5,019 | $206K | 0.0% | N/A | 0.318% | |
| 2/2/2023 | Raymond James Trust N.A. | 16,235 | $667K | 0.0% | -2.7% | 1.028% | |
| 2/2/2023 | Spinnaker Trust | 8,919 | $366K | 0.0% | -5.3% | 0.564% | |
917 Trades… Zero Losses? (Ad) As you likely know, the “Trump bump” launched stocks to record highs after he secured his second reelection bid.
Now, Trump and his team are coming to gut government regulation – and it’s going to create some incredible market opportunities.
But while the masses chase large-cap tech and so-called AI stocks, a small circle of traders are using a strange but tactical method to find a pool of “hidden Trump trades.” Go here to see how you can start accessing these opportunities today |
| 2/1/2023 | Great Valley Advisor Group Inc. | 10,045 | $413K | 0.0% | N/A | 0.636% | |
| 1/20/2023 | Charter Oak Capital Management LLC | 147,556 | $6.06M | 0.9% | -1.0% | 9.339% | |
| 12/6/2022 | Charter Oak Capital Management LLC | 149,120 | $5.70M | 0.9% | -24.7% | 9.038% | |
| 11/15/2022 | Financial Advocates Investment Management | 15,228 | $582K | 0.0% | +98.4% | 0.923% | |
| 11/2/2022 | CFS Investment Advisory Services LLC | 5,373 | $205K | 0.0% | +8.0% | 0.326% | |
| 10/28/2022 | Spinnaker Trust | 9,417 | $360K | 0.0% | -12.9% | 0.571% | |
| 10/27/2022 | Synovus Financial Corp | 11,774 | $451K | 0.0% | -14.2% | 0.714% | |
| 10/17/2022 | My Legacy Advisors LLC | 6,616 | $255K | 0.1% | +4.2% | 0.401% | |
| 8/16/2022 | CFS Investment Advisory Services LLC | 4,974 | $203K | 0.0% | -98.7% | 0.305% | |
| 8/12/2022 | Financial Advocates Investment Management | 7,675 | $313K | 0.0% | +78.1% | 0.471% | |
| 8/11/2022 | Cetera Investment Advisers | 33,053 | $1.35M | 0.0% | +1.4% | 2.028% | |
| 8/2/2022 | Richard Bernstein Advisors LLC | 16,513 | $673K | 0.0% | +170.5% | 1.013% | |
| 7/21/2022 | Charter Oak Capital Management LLC | 198,061 | $8.07M | 1.1% | N/A | 12.151% | |
| 7/19/2022 | GPS Wealth Strategies Group LLC | 6,151 | $251K | 0.1% | -45.0% | 0.377% | |
| 7/12/2022 | My Legacy Advisors LLC | 6,348 | $264K | 0.1% | N/A | 0.389% | |
| 5/24/2022 | M Holdings Securities Inc. | 35,850 | $1.73M | 0.1% | N/A | 2.241% | |
| 5/12/2022 | Richard Bernstein Advisors LLC | 6,105 | $295K | 0.0% | N/A | 0.382% | |
| 5/11/2022 | Financial Advocates Investment Management | 4,310 | $208K | 0.0% | N/A | 0.269% | |
| 5/5/2022 | Opes Wealth Management LLC | 8,950 | $432K | 0.1% | +5.0% | 0.559% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 11,792 | $569K | 0.0% | -2.7% | 0.737% | |
| 5/2/2022 | HNP Capital LLC | 5,531 | $267K | 0.0% | N/A | 0.346% | |
| 5/2/2022 | Spinnaker Trust | 10,809 | $522K | 0.0% | -3.3% | 0.676% | |
| 4/26/2022 | Kestra Advisory Services LLC | 5,778 | $279K | 0.0% | N/A | 0.361% | |
| 4/21/2022 | Redhawk Wealth Advisors Inc. | 7,953 | $384K | 0.1% | -13.8% | 0.382% | |
| 4/20/2022 | GPS Wealth Strategies Group LLC | 11,183 | $540K | 0.1% | +25.5% | 0.538% | |
| 4/12/2022 | Choice Wealth Advisors LLC | 9,119 | $433K | 0.3% | -98.2% | 0.438% | |
| 2/22/2022 | Tyler Stone Wealth Management | 600 | $31K | 0.0% | N/A | 0.029% | |
| 2/15/2022 | CFS Investment Advisory Services LLC | 7,884 | $359K | 0.0% | -3.0% | 0.379% | |
| 2/15/2022 | Cetera Investment Advisers | 31,819 | $1.63M | 0.0% | +6.3% | 1.530% | |
| 2/15/2022 | Choice Wealth Advisors LLC | 494,957 | $25.38M | 18.7% | +4.3% | 23.796% | |
| 2/14/2022 | LPL Financial LLC | 106,116 | $5.44M | 0.0% | +53.3% | 5.102% | |
| 2/9/2022 | Charter Oak Capital Management LLC | 202,372 | $10.38M | 1.2% | -2.6% | 9.729% | |
| 2/9/2022 | First Republic Investment Management Inc. | 7,575 | $388K | 0.0% | N/A | 0.364% | |
| 2/8/2022 | Raymond James Financial Services Advisors Inc. | 35,139 | $1.80M | 0.0% | +475.0% | 1.689% | |
| 2/8/2022 | Capital Advisors Ltd. LLC | 4,188 | $215K | 0.0% | -18.1% | 0.201% | |
| 1/31/2022 | Opes Wealth Management LLC | 8,525 | $437K | 0.1% | +12.5% | 0.410% | |
| 1/31/2022 | Spinnaker Trust | 11,182 | $573K | 0.0% | -3.2% | 0.538% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 12,115 | $621K | 0.0% | -3.0% | 0.582% | |
| 11/19/2021 | CFS Investment Advisory Services LLC | 8,131 | $312K | 0.0% | N/A | 0.397% | |
| 11/16/2021 | Cetera Investment Advisers | 29,942 | $1.40M | 0.0% | +33.7% | 1.497% | |
| 11/16/2021 | LPL Financial LLC | 69,203 | $3.24M | 0.0% | +13.2% | 3.460% | |
| 11/8/2021 | Charter Oak Capital Management LLC | 207,857 | $9.72M | 1.2% | -1.5% | 10.393% | |
| 11/2/2021 | Raymond James Financial Services Advisors Inc. | 6,111 | $286K | 0.0% | +10.6% | 0.306% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 9,298 | $435K | 0.0% | -68.1% | 0.465% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 12,492 | $583K | 0.0% | -5.3% | 0.625% | |
| 10/29/2021 | Opes Wealth Management LLC | 7,580 | $354K | 0.1% | N/A | 0.379% | |
| 10/20/2021 | GPS Wealth Strategies Group LLC | 8,909 | $416K | 0.1% | +134.9% | 0.445% | |
| 10/13/2021 | Choice Wealth Advisors LLC | 474,477 | $22.18M | 18.0% | -0.6% | 23.724% | |
| 8/16/2021 | Royal Bank of Canada | 24,505 | $1.15M | 0.0% | -6.4% | 1.225% | |
| 8/13/2021 | Steward Partners Investment Advisory LLC | 1,500 | $70K | 0.0% | -45.4% | 0.075% | |
917 Trades… Zero Losses? (Ad) As you likely know, the “Trump bump” launched stocks to record highs after he secured his second reelection bid.
Now, Trump and his team are coming to gut government regulation – and it’s going to create some incredible market opportunities.
But while the masses chase large-cap tech and so-called AI stocks, a small circle of traders are using a strange but tactical method to find a pool of “hidden Trump trades.” Go here to see how you can start accessing these opportunities today |
| 8/13/2021 | LPL Financial LLC | 61,153 | $2.86M | 0.0% | +13.0% | 3.058% | |
| 8/11/2021 | Commonwealth Equity Services LLC | 13,187 | $616K | 0.0% | +3.0% | 0.659% | |
| 8/11/2021 | Susquehanna International Group LLP | 20,512 | $960K | 0.0% | +23.1% | 1.026% | |
| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 29,157 | $1.36M | 0.0% | +21.5% | 1.458% | |
| 8/4/2021 | Redhawk Wealth Advisors Inc. | 8,096 | $379K | 0.1% | +19.9% | 0.405% | |
| 7/31/2021 | GPS Wealth Strategies Group LLC | 3,792 | $177K | 0.0% | +98.0% | 0.190% | |
| 5/17/2021 | Royal Bank of Canada | 26,168 | $1.15M | 0.0% | +36.6% | 1.289% | |
| 5/17/2021 | Thrivent Financial for Lutherans | 23,904 | $1.05M | 0.0% | -30.6% | 1.178% | |
| 5/11/2021 | Synovus Financial Corp | 13,553 | $594K | 0.0% | -13.3% | 0.668% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 23,997 | $1.05M | 0.0% | N/A | 1.182% | |
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