12/16/2024 | SMART Wealth LLC | 69,957 | $2.03M | 0.8% | -5.9% | 0.021% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 77,906 | $2.25M | 0.1% | +13.4% | 0.023% | |
11/25/2024 | Synovus Financial Corp | 38,216 | $1.11M | 0.0% | +36.1% | 0.011% | |
11/25/2024 | World Investment Advisors LLC | 53,889 | $1.57M | 0.0% | +59.2% | 0.016% | |
11/25/2024 | Sanctuary Advisors LLC | 634,127 | $17.08M | 0.1% | +24.3% | 0.186% | |
11/18/2024 | Hobbs Group Advisors LLC | 216,196 | $6.29M | 2.2% | +4.3% | 0.064% | |
|
11/18/2024 | Arete Wealth Advisors LLC | 59,993 | $1.74M | 0.1% | +23.6% | 0.018% | |
11/15/2024 | Goodman Advisory Group LLC | 240,638 | $7.00M | 2.0% | +0.6% | 0.071% | |
11/15/2024 | Brophy Wealth Management LLC | 46,933 | $1.36M | 0.5% | N/A | 0.014% | |
11/15/2024 | MML Investors Services LLC | 69,537 | $2.02M | 0.0% | -32.6% | 0.020% | |
11/15/2024 | Orion Portfolio Solutions LLC | 104,965 | $3.05M | 0.1% | +11.3% | 0.031% | |
11/15/2024 | National Bank of Canada FI | 1,982 | $58K | 0.0% | +16,416.7% | 0.001% | |
11/15/2024 | EP Wealth Advisors LLC | 4,068 | $118K | 0.0% | -40.9% | 0.001% | |
11/15/2024 | Voya Financial Advisors Inc. | 1,800,174 | $52.51M | 5.7% | -3.8% | 0.529% | |
11/15/2024 | State Street Corp | 54,857,985 | $1.59B | 0.1% | -0.1% | 16.125% | |
11/15/2024 | Stifel Financial Corp | 3,532,715 | $102.70M | 0.1% | +4.4% | 1.038% | |
11/15/2024 | Quadrature Capital Ltd | 718,874 | $20.89M | 0.5% | +2,212.8% | 0.211% | |
11/15/2024 | Redwood Investment Management LLC | 418,096 | $12.15M | 1.1% | +19.5% | 0.123% | |
11/15/2024 | Resurgent Financial Advisors LLC | 8,967 | $261K | 0.2% | N/A | 0.003% | |
11/15/2024 | IHT Wealth Management LLC | 65,345 | $1.90M | 0.1% | -2.3% | 0.019% | |
11/15/2024 | Integrated Wealth Concepts LLC | 602,221 | $17.51M | 0.2% | -7.2% | 0.177% | |
11/15/2024 | HighTower Advisors LLC | 137,344 | $3.99M | 0.0% | -9.2% | 0.040% | |
11/15/2024 | Ascent Group LLC | 53,912 | $1.57M | 0.1% | +3.8% | 0.016% | |
11/14/2024 | L.M. Kohn & Company | 15,961 | $464K | 0.1% | +12.4% | 0.005% | |
11/14/2024 | Flow Traders U.S. LLC | 93,727 | $2.73M | 0.1% | -18.2% | 0.028% | |
11/14/2024 | Rockefeller Capital Management L.P. | 44,788 | $1.30M | 0.0% | -8.1% | 0.013% | |
11/14/2024 | True Vision MN LLC | 24,083 | $700K | 0.4% | +3.1% | 0.007% | |
11/14/2024 | CreativeOne Wealth LLC | 127,901 | $3.72M | 0.1% | -2.1% | 0.038% | |
11/13/2024 | Townsquare Capital LLC | 3,425,556 | $99.58M | 1.2% | +3.3% | 1.007% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 144,961 | $4.21M | 0.4% | -38.3% | 0.043% | |
11/13/2024 | FMR LLC | 18,481,180 | $537.25M | 0.0% | -21.7% | 5.432% | |
11/13/2024 | The Manufacturers Life Insurance Company | 8,360 | $243K | 0.0% | N/A | 0.002% | |
11/13/2024 | Summit Financial Wealth Advisors LLC | 154,347 | $4.49M | 0.8% | +20.6% | 0.045% | |
11/13/2024 | Elios Financial Group Inc. | 7,925 | $230K | 0.1% | N/A | 0.002% | |
11/13/2024 | Acorn Wealth Advisors LLC | 11,518 | $335K | 0.1% | N/A | 0.003% | |
11/13/2024 | Private Trust Co. NA | 33,541 | $975K | 0.1% | +31.3% | 0.010% | |
11/13/2024 | Independent Advisor Alliance | 8,041 | $234K | 0.0% | N/A | 0.002% | |
11/13/2024 | Fisher Asset Management LLC | 47,893,210 | $1.39B | 0.6% | +20.5% | 14.078% | |
11/12/2024 | Summit Trail Advisors LLC | 683,509 | $19.87M | 0.5% | +12.8% | 0.201% | |
11/12/2024 | Kingsview Wealth Management LLC | 30,518 | $887K | 0.0% | -67.4% | 0.009% | |
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11/12/2024 | Great Valley Advisor Group Inc. | 2,418,679 | $70.31M | 1.7% | +27.4% | 0.711% | |
11/12/2024 | Nwam LLC | 13,965 | $406K | 0.0% | N/A | 0.004% | |
11/12/2024 | GM Advisory Group LLC | 829,692 | $24.12M | 1.4% | +20.1% | 0.244% | |
11/12/2024 | CFS Investment Advisory Services LLC | 345,936 | $10.06M | 0.8% | +8.5% | 0.102% | |
11/12/2024 | Citigroup Inc. | 515,566 | $14.99M | 0.0% | +12.9% | 0.152% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,014,114 | $29.48M | 0.0% | +0.5% | 0.298% | |
11/12/2024 | Blackhawk Capital Partners LLC. | 52,524 | $1.53M | 0.8% | N/A | 0.015% | |
11/9/2024 | LPL Financial LLC | 11,011,941 | $320.12M | 0.1% | +12.7% | 3.237% | |
11/8/2024 | First Horizon Advisors Inc. | 199,651 | $5.80M | 0.2% | +31.5% | 0.059% | |
11/8/2024 | R. W. Roge & Company Inc. | 629,374 | $18.30M | 9.8% | +35.3% | 0.185% | |
11/8/2024 | PNC Financial Services Group Inc. | 42,618 | $1.24M | 0.0% | +6.0% | 0.013% | |
11/8/2024 | Prospera Financial Services Inc | 7,503 | $218K | 0.0% | -49.7% | 0.002% | |
11/7/2024 | Vertex Planning Partners LLC | 43,335 | $1.26M | 0.3% | -24.7% | 0.013% | |
11/7/2024 | Napa Wealth Management | 66,971 | $1.95M | 0.9% | +44.3% | 0.020% | |
11/7/2024 | CAP Partners LLC | 23,746 | $690K | 0.5% | -22.4% | 0.007% | |
11/7/2024 | Tidemark LLC | 139,910 | $4.07M | 1.7% | -16.3% | 0.041% | |
11/7/2024 | GLOBALT Investments LLC GA | 112,915 | $3.28M | 0.1% | -2.5% | 0.033% | |
11/7/2024 | Islay Capital Management LLC | 35,280 | $1.03M | 0.7% | +3.8% | 0.010% | |
11/7/2024 | Thrivent Financial for Lutherans | 1,182,691 | $34.38M | 0.1% | +146.6% | 0.348% | |
11/7/2024 | Peterson Financial Group Inc. | 1,256 | $37K | 0.1% | N/A | 0.000% | |
11/6/2024 | Northeast Financial Group Inc. | 24,790 | $721K | 0.3% | -50.2% | 0.007% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 82,550 | $2.40M | 0.1% | +15.4% | 0.024% | |
11/6/2024 | OneDigital Investment Advisors LLC | 2,241,155 | $65.15M | 0.7% | +0.1% | 0.659% | |
11/6/2024 | Lifeworks Advisors LLC | 14,673 | $427K | 0.1% | N/A | 0.004% | |
11/6/2024 | International Private Wealth Advisors LLC | 19,661 | $572K | 0.8% | -11.6% | 0.006% | |
11/6/2024 | Snider Financial Group | 100,457 | $2.92M | 1.1% | -34.5% | 0.030% | |
11/6/2024 | BCM Advisors LLC | 172,233 | $4.72M | 1.1% | +0.3% | 0.051% | |
11/6/2024 | Oppenheimer & Co. Inc. | 124,898 | $3.63M | 0.1% | +5.1% | 0.037% | |
11/5/2024 | Aptus Capital Advisors LLC | 94,818 | $2.76M | 0.0% | -36.7% | 0.028% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 7,732 | $225K | 0.0% | -32.3% | 0.002% | |
11/5/2024 | Savvy Advisors Inc. | 106,197 | $3.09M | 0.6% | +112.0% | 0.031% | |
11/5/2024 | Harbour Investments Inc. | 32,379 | $941K | 0.0% | -7.6% | 0.010% | |
11/5/2024 | FDx Advisors Inc. | 95,591 | $2.78M | 0.8% | -2.1% | 0.028% | |
11/4/2024 | Arvest Investments Inc. | 157,209 | $4.57M | 0.7% | +12.2% | 0.046% | |
11/1/2024 | Atria Investments Inc | 111,196 | $3.23M | 0.0% | +1.2% | 0.033% | |
11/1/2024 | Assetmark Inc. | 3,263,406 | $94.87M | 0.3% | -5.8% | 0.959% | |
11/1/2024 | Verdence Capital Advisors LLC | 68,788 | $2M | 0.2% | +8.8% | 0.020% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 2,471,891 | $71.86M | 5.6% | +13.0% | 0.727% | |
11/1/2024 | Summit Global Investments | 115,040 | $3.34M | 0.2% | -1.9% | 0.034% | |
10/31/2024 | Portside Wealth Group LLC | 133,677 | $3.89M | 0.7% | +10.8% | 0.039% | |
10/31/2024 | Jmac Enterprises LLC | 174,082 | $5.06M | 0.8% | +11.5% | 0.051% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 37,923 | $1.10M | 0.2% | -42.0% | 0.011% | |
10/31/2024 | Advisor Resource Council | 16,643 | $484K | 0.2% | +48.3% | 0.005% | |
10/31/2024 | LGT Financial Advisors LLC | 1,660 | $48K | 0.1% | -28.4% | 0.000% | |
10/31/2024 | Spinnaker Trust | 1,167,022 | $33.93M | 2.1% | -18.6% | 0.343% | |
10/31/2024 | Donald L. Hagan LLC | 12,293 | $357K | 0.2% | -49.8% | 0.004% | |
10/30/2024 | Centennial Wealth Advisory LLC | 79,542 | $2.31M | 0.9% | N/A | 0.023% | |
10/30/2024 | Maia Wealth LLC | 18,866 | $520K | 0.1% | +11.3% | 0.006% | |
10/30/2024 | Harvest Portfolios Group Inc. | 807,937 | $23.49M | 0.8% | +38.6% | 0.237% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 516,716 | $15.02M | 0.7% | +2.1% | 0.152% | |
Has Trump Finally Gone Too Far? (Ad) Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks.
It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives.
But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars.
And here's the good news. Register For The Webinar To Discover |
10/30/2024 | Austin Private Wealth LLC | 30,297 | $881K | 0.1% | -28.3% | 0.009% | |
10/30/2024 | Auour Investments LLC | 18,891 | $517K | 0.2% | +15.7% | 0.006% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 371,299 | $10.79M | 1.4% | -2.1% | 0.109% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 14,215 | $416K | 0.2% | +110.6% | 0.004% | |
10/29/2024 | Innealta Capital LLC | 139,065 | $4.04M | 1.6% | +46.0% | 0.041% | |
10/29/2024 | Lansing Street Advisors | 22,351 | $650K | 0.2% | +5.0% | 0.007% | |
10/29/2024 | Clear Creek Financial Management LLC | 19,291 | $561K | 0.1% | -91.7% | 0.006% | |
10/29/2024 | Farther Finance Advisors LLC | 83,867 | $2.44M | 0.1% | +205.3% | 0.025% | |
10/29/2024 | Private Wealth Group LLC | 31,271 | $909K | 0.5% | N/A | 0.009% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 145,266 | $4.22M | 0.2% | -14.8% | 0.043% | |