| 2/21/2025 | Vermillion Wealth Management Inc. | 971 | $112K | 0.1% | N/A | 0.043% | |
| 2/17/2025 | Cetera Investment Advisers | 31,300 | $3.63M | 0.0% | -5.1% | 1.391% | |
| 2/17/2025 | Bank of America Corp DE | 43,359 | $5.02M | 0.0% | -6.1% | 1.927% | |
| 2/17/2025 | Ameriprise Financial Inc. | 5,248 | $607K | 0.0% | -2.7% | 0.233% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 3,470 | $402K | 0.0% | -33.2% | 0.154% | |
| 2/14/2025 | Betterment LLC | 36,441 | $4.22M | 0.0% | -0.3% | 1.620% | |
| 2/13/2025 | KilterHowling LLC | 2,343 | $286K | 0.2% | -12.7% | 0.104% | |
| 2/13/2025 | Mariner LLC | 3,007 | $348K | 0.0% | -42.2% | 0.134% | |
| 2/13/2025 | Raymond James Financial Inc. | 9,014 | $1.04M | 0.0% | N/A | 0.401% | |
| 2/13/2025 | Russell Investments Group Ltd. | 429 | $50K | 0.0% | +4,666.7% | 0.019% | |
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| 2/13/2025 | Wells Fargo & Company MN | 12,225 | $1.42M | 0.0% | +7.9% | 0.543% | |
| 2/12/2025 | Blair William & Co. IL | 35,488 | $4.11M | 0.0% | +0.6% | 1.577% | |
| 2/12/2025 | JPMorgan Chase & Co. | 40,858 | $4.73M | 0.0% | -10.5% | 1.816% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 4,649 | $538K | 0.0% | -19.4% | 0.207% | |
| 2/11/2025 | LPL Financial LLC | 104,715 | $12.13M | 0.0% | +1.3% | 4.654% | |
| 2/11/2025 | Sei Investments Co. | 6,353 | $736K | 0.0% | +12.0% | 0.282% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 2,461 | $285K | 0.0% | -4.5% | 0.109% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 7,220 | $836K | 0.0% | -10.4% | 0.321% | |
| 2/7/2025 | Bell Investment Advisors Inc | 6,967 | $807K | 0.2% | -1.2% | 0.310% | |
| 2/6/2025 | Raymond James Financial Inc. | 9,014 | $1.04M | 0.0% | N/A | 0.401% | |
| 2/6/2025 | Jones Financial Companies Lllp | 1,848 | $214K | 0.0% | +17.1% | 0.082% | |
| 2/5/2025 | Private Trust Co. NA | 1,146 | $133K | 0.0% | -8.0% | 0.051% | |
| 2/3/2025 | Laurel Wealth Planning LLC | 5,466 | $633K | 0.4% | +2.9% | 0.243% | |
| 2/3/2025 | Fingerlakes Wealth Management Inc. | 4,124 | $478K | 0.4% | -8.0% | 0.183% | |
| 1/30/2025 | Valmark Advisers Inc. | 2,255 | $261K | 0.0% | -12.6% | 0.100% | |
| 1/27/2025 | Stephens Consulting LLC | 2,042 | $236K | 0.1% | +28.3% | 0.091% | |
| 1/21/2025 | Gradient Investments LLC | 8,268 | $957K | 0.0% | +2.1% | 0.367% | |
| 1/17/2025 | Bartlett & CO. Wealth Management LLC | 570 | $66K | 0.0% | +42.5% | 0.025% | |
| 1/17/2025 | Albion Financial Group UT | 31,237 | $3.62M | 0.2% | +1.3% | 1.388% | |
| 12/26/2024 | JPMorgan Chase & Co. | 45,647 | $5.19M | 0.0% | -0.9% | 2.029% | |
| 11/18/2024 | Sunbelt Securities Inc. | 546 | $62K | 0.0% | N/A | 0.024% | |
| 11/15/2024 | MCIA Inc | 3,702 | $443K | 0.1% | +30.6% | 0.165% | |
| 11/8/2024 | Howe & Rusling Inc. | 1,562 | $177K | 0.0% | -25.9% | 0.069% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 475 | $54K | 0.0% | +705.1% | 0.021% | |
| 10/31/2024 | US Financial Advisors LLC | 4,171 | $474K | 0.1% | -16.6% | 0.185% | |
| 10/25/2024 | Boston Financial Mangement LLC | 4,073 | $463K | 0.0% | -8.0% | 0.181% | |
| 10/24/2024 | Bristlecone Advisors LLC | 487 | $55K | 0.0% | N/A | 0.022% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,814 | $433K | 0.0% | -21.6% | 0.170% | |
| 10/23/2024 | CWC Advisors LLC. | 3,297 | $375K | 0.4% | N/A | 0.147% | |
| 10/21/2024 | Whittier Trust Co. | 1,965 | $223K | 0.0% | -25.5% | 0.087% | |
$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. |
| 10/19/2024 | Stephens Consulting LLC | 1,592 | $181K | 0.0% | +21.5% | 0.071% | |
| 10/9/2024 | Albion Financial Group UT | 30,847 | $3.50M | 0.2% | -0.6% | 1.371% | |
| 8/30/2024 | Brown Financial Advisors | 350 | $38K | 0.0% | N/A | 0.016% | |
| 8/22/2024 | Cetera Investment Advisers | 34,374 | $3.74M | 0.0% | -1.5% | 1.528% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,845 | $201K | 0.0% | +27.2% | 0.082% | |
| 8/13/2024 | Sei Investments Co. | 5,564 | $605K | 0.0% | -3.1% | 0.247% | |
| 8/8/2024 | Fingerlakes Wealth Management Inc. | 4,552 | $495K | 0.4% | -6.7% | 0.202% | |
| 8/8/2024 | Bell Investment Advisors Inc | 7,002 | $762K | 0.1% | +2.0% | 0.311% | |
| 8/7/2024 | PFG Investments LLC | 2,351 | $256K | 0.0% | -4.2% | 0.104% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 7,206 | $784K | 0.0% | +4.0% | 0.320% | |
| 7/30/2024 | International Assets Investment Management LLC | 422 | $46K | 0.0% | N/A | 0.019% | |
| 7/30/2024 | Boston Financial Mangement LLC | 4,426 | $482K | 0.0% | -5.0% | 0.197% | |
| 7/30/2024 | Stephens Consulting LLC | 1,310 | $143K | 0.0% | N/A | 0.058% | |
| 7/26/2024 | Bank of New York Mellon Corp | 2,352 | $256K | 0.0% | N/A | 0.105% | |
| 7/25/2024 | Laurel Wealth Planning LLC | 5,316 | $578K | 0.4% | +3.5% | 0.236% | |
| 7/23/2024 | Traphagen Investment Advisors LLC | 2,424 | $264K | 0.0% | -9.1% | 0.108% | |
| 7/17/2024 | Atticus Wealth Management LLC | 875 | $95K | 0.0% | -14.4% | 0.039% | |
| 7/10/2024 | Aprio Wealth Management LLC | 3,244 | $353K | 0.1% | +4.0% | 0.144% | |
| 7/10/2024 | Albion Financial Group UT | 31,018 | $3.37M | 0.3% | +1.0% | 1.379% | |
| 5/24/2024 | Cetera Advisors LLC | 31,854 | $3.37M | 0.0% | N/A | 1.416% | |
| 5/24/2024 | Cetera Investment Advisers | 34,912 | $3.70M | 0.0% | +5.3% | 1.552% | |
| 5/9/2024 | Blair William & Co. IL | 35,283 | $3.74M | 0.0% | +40.3% | 1.568% | |
| 5/9/2024 | SageView Advisory Group LLC | 18,841 | $2.00M | 0.1% | N/A | 0.837% | |
| 5/8/2024 | Bell Investment Advisors Inc | 6,864 | $727K | 0.1% | -6.4% | 0.305% | |
| 5/7/2024 | Sei Investments Co. | 5,741 | $608K | 0.0% | -10.9% | 0.255% | |
| 5/2/2024 | Pittenger & Anderson Inc. | 2,400 | $254K | 0.0% | +25.1% | 0.107% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 2,061 | $218K | 0.0% | N/A | 0.092% | |
| 4/30/2024 | Mitchell Sinkler & Starr PA | 1,990 | $211K | 0.1% | N/A | 0.088% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 6,928 | $733K | 0.0% | +5.2% | 0.308% | |
| 4/23/2024 | Gradient Investments LLC | 8,130 | $861K | 0.0% | +3.8% | 0.361% | |
| 4/22/2024 | PFG Investments LLC | 2,453 | $260K | 0.0% | +5.9% | 0.109% | |
| 4/22/2024 | Laurel Wealth Planning LLC | 5,135 | $544K | 0.4% | -3.9% | 0.228% | |
| 4/19/2024 | Albion Financial Group UT | 30,714 | $3.25M | 0.3% | +1.8% | 1.365% | |
| 4/11/2024 | MCIA Inc | 2,793 | $294K | 0.1% | -4.2% | 0.119% | |
| 4/10/2024 | Aprio Wealth Management LLC | 3,120 | $330K | 0.1% | -8.1% | 0.133% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 282 | $27K | 0.0% | -61.0% | 0.012% | |
| 2/9/2024 | Laurel Wealth Planning LLC | 5,341 | $507K | 0.4% | -22.8% | 0.227% | |
| 2/8/2024 | US Financial Advisors LLC | 4,872 | $463K | 0.2% | +7.5% | 0.207% | |
| 2/2/2024 | Valmark Advisers Inc. | 2,580 | $245K | 0.0% | -20.7% | 0.110% | |
| 1/25/2024 | International Assets Investment Management LLC | 67,370 | $6.40M | 0.0% | N/A | 2.867% | |
| 1/24/2024 | International Assets Investment Management LLC | 67,370 | $6.40M | 0.0% | N/A | 2.867% | |
| 1/18/2024 | Gradient Investments LLC | 7,830 | $744K | 0.0% | -2.5% | 0.333% | |
| 1/17/2024 | PFG Investments LLC | 2,316 | $220K | 0.0% | N/A | 0.099% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,847 | $365K | 0.0% | -46.4% | 0.164% | |
| 1/16/2024 | Raymond James & Associates | 2,268 | $215K | 0.0% | -14.3% | 0.097% | |
| 1/12/2024 | Mutual Advisors LLC | 2,293 | $218K | 0.0% | N/A | 0.098% | |
| 1/9/2024 | MCIA Inc | 2,914 | $277K | 0.1% | +12.6% | 0.124% | |
| 11/30/2023 | Modera Wealth Management LLC | 46,689 | $3.97M | 0.1% | N/A | 1.987% | |
| 11/13/2023 | Rock Creek Group LP | 179,839 | $15.29M | 1.5% | N/A | 7.653% | |
| 11/13/2023 | MCIA Inc | 2,587 | $227K | 0.1% | +7.6% | 0.110% | |
$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. |
| 11/13/2023 | LPL Financial LLC | 98,571 | $8.38M | 0.0% | -1.1% | 4.195% | |
| 11/13/2023 | WCG Wealth Advisors LLC | 21,525 | $1.92M | 0.1% | -3.6% | 0.916% | |
| 11/13/2023 | Kestra Advisory Services LLC | 5,447 | $463K | 0.0% | -8.0% | 0.232% | |
| 11/13/2023 | US Financial Advisors LLC | 4,533 | $385K | 0.2% | +9.5% | 0.193% | |
| 11/9/2023 | Blair William & Co. IL | 19,307 | $1.64M | 0.0% | +42.3% | 0.822% | |
| 11/9/2023 | UBS Group AG | 42,502 | $3.61M | 0.0% | -4.2% | 1.809% | |
| 11/9/2023 | Howe & Rusling Inc. | 2,141 | $182K | 0.0% | +292.1% | 0.091% | |
| 11/8/2023 | Bell Investment Advisors Inc | 7,267 | $618K | 0.1% | -2.1% | 0.309% | |
| 11/8/2023 | Pathstone Family Office LLC | 1,857 | $158K | 0.0% | N/A | 0.079% | |
| 11/8/2023 | Fingerlakes Wealth Management Inc. | 4,986 | $424K | 0.5% | -2.6% | 0.212% | |
