8/19/2025 | Newbridge Financial Services Group Inc. | 7,501 | $339K | 0.1% | +4,900.7% | 0.081% | |
8/18/2025 | Geneos Wealth Management Inc. | 4,230 | $191K | 0.0% | -10.0% | 0.046% | |
8/15/2025 | Captrust Financial Advisors | 189,799 | $8.59M | 0.0% | -0.5% | 2.061% | |
8/15/2025 | Riggs Asset Managment Co. Inc. | 92,897 | $4.20M | 1.0% | -0.8% | 1.009% | |
8/15/2025 | Bank of America Corp DE | 164,429 | $7.44M | 0.0% | -22.6% | 1.785% | |
8/15/2025 | Ameriprise Financial Inc. | 36,892 | $1.79M | 0.0% | -23.0% | 0.401% | |
8/14/2025 | Raymond James Financial Inc. | 64,885 | $2.94M | 0.0% | -5.7% | 0.705% | |
8/13/2025 | New Harbor Financial Group LLC | 64,228 | $2.91M | 0.7% | +55.8% | 0.697% | |
8/13/2025 | CW Advisors LLC | 36,174 | $1.64M | 0.0% | -16.4% | 0.393% | |
8/12/2025 | Auxano Advisors LLC | 97,727 | $4.42M | 1.0% | -5.5% | 1.061% | |
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8/8/2025 | Cetera Investment Advisers | 240,329 | $10.87M | 0.0% | +10.7% | 2.609% | |
8/7/2025 | HC Advisors LLC | 47,306 | $2.14M | 1.5% | -1.7% | 0.514% | |
8/6/2025 | Prospera Financial Services Inc | 5,809 | $263K | 0.0% | N/A | 0.063% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 31,301 | $1.42M | 0.2% | -0.8% | 0.340% | |
8/4/2025 | AlphaStar Capital Management LLC | 4,726 | $214K | 0.0% | N/A | 0.051% | |
8/1/2025 | Rossby Financial LCC | 15,223 | $689K | 0.3% | -3.5% | 0.165% | |
8/1/2025 | Envestnet Asset Management Inc. | 5,273 | $239K | 0.0% | -14.2% | 0.057% | |
7/29/2025 | Stratos Wealth Partners LTD. | 11,464 | $519K | 0.0% | -15.5% | 0.124% | |
7/28/2025 | Kiker Wealth Management LLC | 580 | $26K | 0.0% | +391.5% | 0.006% | |
7/25/2025 | Stonehage Fleming Financial Services Holdings Ltd | 2,292 | $104K | 0.0% | +47.2% | 0.025% | |
7/24/2025 | Blue Trust Inc. | 1,444 | $65K | 0.0% | +381.3% | 0.016% | |
7/21/2025 | Hilltop National Bank | 1,250 | $57K | 0.0% | N/A | 0.014% | |
7/18/2025 | PFG Investments LLC | 19,425 | $879K | 0.1% | +1.3% | 0.211% | |
7/17/2025 | Montis Financial LLC | 5,500 | $249K | 0.1% | -8.3% | 0.060% | |
7/16/2025 | Beaumont Financial Advisors LLC | 6,916 | $313K | 0.0% | N/A | 0.075% | |
7/14/2025 | AdvisorNet Financial Inc | 2,685 | $121K | 0.0% | +645.8% | 0.029% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 30,552 | $1.38M | 0.0% | -3.8% | 0.333% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 4,425 | $200K | 0.0% | N/A | 0.049% | |
5/21/2025 | Geneos Wealth Management Inc. | 4,700 | $178K | 0.0% | -53.0% | 0.053% | |
5/15/2025 | Royal Bank of Canada | 23,808 | $904K | 0.0% | -5.5% | 0.266% | |
5/15/2025 | Evergreen Capital Management LLC | 36,380 | $1.38M | 0.0% | -10.9% | 0.406% | |
5/14/2025 | Sprott Inc. | 32,170 | $1.22M | 0.1% | -66.6% | 0.359% | |
5/14/2025 | Compound Planning Inc. | 9,207 | $349K | 0.0% | N/A | 0.103% | |
5/14/2025 | CW Advisors LLC | 43,247 | $1.64M | 0.0% | -3.1% | 0.483% | |
5/14/2025 | Capital Wealth Alliance LLC | 8,228 | $312K | 0.2% | +6.5% | 0.092% | |
5/14/2025 | New Harbor Financial Group LLC | 41,226 | $1.56M | 0.4% | +134.1% | 0.461% | |
5/14/2025 | HC Advisors LLC | 48,140 | $1.83M | 1.4% | +0.7% | 0.538% | |
5/7/2025 | LPL Financial LLC | 93,378 | $3.54M | 0.0% | +3.9% | 1.058% | |
5/6/2025 | Cetera Investment Advisers | 217,179 | $8.24M | 0.0% | +1.6% | 2.460% | |
5/6/2025 | Avantax Advisory Services Inc. | 24,728 | $938K | 0.0% | N/A | 0.280% | |
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5/6/2025 | Kovack Advisors Inc. | 12,900 | $489K | 0.1% | -7.2% | 0.146% | |
5/5/2025 | Auxano Advisors LLC | 103,364 | $3.92M | 1.0% | -2.1% | 1.171% | |
5/5/2025 | Private Advisor Group LLC | 6,076 | $231K | 0.0% | N/A | 0.069% | |
5/2/2025 | Montis Financial LLC | 6,000 | $228K | 0.1% | N/A | 0.068% | |
5/1/2025 | Beirne Wealth Consulting Services LLC | 7,000 | $266K | 0.1% | N/A | 0.079% | |
5/1/2025 | ADE LLC | 21,003 | $797K | 0.5% | -4.5% | 0.238% | |
4/30/2025 | Hara Capital LLC | 3,950 | $150K | 0.1% | -36.0% | 0.045% | |
4/30/2025 | Optimum Investment Advisors | 9,900 | $376K | 0.2% | +11.2% | 0.112% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 31,548 | $1.20M | 0.1% | -13.8% | 0.357% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 31,761 | $1.21M | 0.0% | +13.0% | 0.360% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 93,606 | $3.55M | 1.0% | N/A | 1.060% | |
4/22/2025 | PFG Investments LLC | 19,170 | $727K | 0.0% | +21.6% | 0.217% | |
3/14/2025 | Hara Capital LLC | 6,175 | $171K | 0.1% | -15.7% | 0.070% | |
2/17/2025 | FWL Investment Management LLC | 1,000 | $28K | 0.0% | N/A | 0.011% | |
2/17/2025 | Cetera Investment Advisers | 213,805 | $5.94M | 0.0% | +1.3% | 2.373% | |
2/17/2025 | Captrust Financial Advisors | 187,216 | $5.20M | 0.0% | -7.6% | 2.078% | |
2/17/2025 | Bank of America Corp DE | 213,619 | $5.93M | 0.0% | -3.6% | 2.371% | |
2/17/2025 | Ameriprise Financial Inc. | 44,019 | $1.22M | 0.0% | +5.0% | 0.489% | |
2/14/2025 | Jane Street Group LLC | 25,014 | $694K | 0.0% | +180.1% | 0.278% | |
2/13/2025 | Rossby Financial LCC | 15,598 | $433K | 0.3% | N/A | 0.173% | |
2/13/2025 | Raymond James Financial Inc. | 68,743 | $1.91M | 0.0% | N/A | 0.763% | |
2/13/2025 | Envestnet Asset Management Inc. | 11,643 | $323K | 0.0% | N/A | 0.129% | |
2/13/2025 | Wells Fargo & Company MN | 51,735 | $1.44M | 0.0% | +6.3% | 0.574% | |
2/12/2025 | CIBC Private Wealth Group LLC | 2,877 | $84K | 0.0% | -10.8% | 0.032% | |
2/11/2025 | LPL Financial LLC | 89,907 | $2.50M | 0.0% | +12.1% | 0.998% | |
2/11/2025 | Optimum Investment Advisors | 8,900 | $247K | 0.1% | +25.4% | 0.099% | |
2/10/2025 | Commonwealth Equity Services LLC | 29,370 | $815K | 0.0% | -7.0% | 0.326% | |
2/6/2025 | Raymond James Financial Inc. | 68,743 | $1.91M | 0.0% | N/A | 0.763% | |
2/6/2025 | Auxano Advisors LLC | 105,553 | $2.93M | 0.7% | -0.7% | 1.172% | |
2/5/2025 | HC Advisors LLC | 47,815 | $1.33M | 1.1% | +5.3% | 0.531% | |
2/5/2025 | Kovack Advisors Inc. | 13,900 | $386K | 0.0% | -6.7% | 0.154% | |
2/4/2025 | Sprott Inc. | 96,275 | $2.67M | 0.2% | -46.6% | 1.069% | |
2/4/2025 | FPC Investment Advisory Inc. | 2,938 | $82K | 0.1% | -56.6% | 0.033% | |
1/31/2025 | Hara Capital LLC | 6,175 | $171K | 0.1% | -15.7% | 0.069% | |
1/27/2025 | Stratos Wealth Partners LTD. | 13,562 | $377K | 0.0% | -6.2% | 0.151% | |
1/21/2025 | Geneos Wealth Management Inc. | 10,000 | $278K | 0.0% | +112.8% | 0.111% | |
1/17/2025 | Fiduciary Family Office LLC | 17,612 | $489K | 0.1% | N/A | 0.195% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 7,834 | $217K | 0.0% | -5.4% | 0.087% | |
1/6/2025 | CWA Asset Management Group LLC | 20,700 | $575K | 0.0% | +125.0% | 0.230% | |
11/15/2024 | MML Investors Services LLC | 6,921 | $214K | 0.0% | N/A | 0.077% | |
11/15/2024 | Jane Street Group LLC | 8,929 | $277K | 0.0% | -93.0% | 0.099% | |
11/15/2024 | Stifel Financial Corp | 7,955 | $246K | 0.0% | N/A | 0.088% | |
11/14/2024 | Captrust Financial Advisors | 202,659 | $6.28M | 0.0% | +2.4% | 2.249% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 30,688 | $951K | 0.1% | +12.2% | 0.341% | |
11/6/2024 | Kovack Advisors Inc. | 14,900 | $462K | 0.0% | -6.3% | 0.165% | |
11/1/2024 | CWA Asset Management Group LLC | 9,198 | $285K | 0.0% | N/A | 0.102% | |
10/31/2024 | Hara Capital LLC | 7,325 | $227K | 0.1% | N/A | 0.081% | |
10/25/2024 | ADE LLC | 21,982 | $681K | 0.4% | -3.3% | 0.244% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 7,034 | $218K | 0.0% | N/A | 0.078% | |
10/24/2024 | PFG Investments LLC | 15,768 | $488K | 0.0% | -6.0% | 0.175% | |
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.”
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10/22/2024 | Private Advisor Group LLC | 13,475 | $417K | 0.0% | -7.2% | 0.150% | |
10/1/2024 | Bridge Advisory LLC | 17,751 | $550K | 0.3% | -3.8% | 0.197% | |
8/22/2024 | Cetera Investment Advisers | 211,341 | $5.64M | 0.0% | +11.1% | 2.346% | |
8/16/2024 | Sunbelt Securities Inc. | 2,500 | $67K | 0.0% | N/A | 0.028% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 27,353 | $730K | 0.1% | +4.8% | 0.304% | |
8/3/2024 | National Bank of Canada FI | 5,390 | $143K | 0.0% | +17.5% | 0.060% | |
8/1/2024 | Auxano Advisors LLC | 107,520 | $2.87M | 0.8% | -1.4% | 1.193% | |
7/31/2024 | Commonwealth Equity Services LLC | 30,080 | $802K | 0.0% | +2.3% | 0.334% | |
7/24/2024 | Capital Wealth Alliance LLC | 7,680 | $205K | 0.1% | N/A | 0.085% | |
7/18/2024 | FPC Investment Advisory Inc. | 7,545 | $201K | 0.2% | -16.1% | 0.084% | |