8/19/2025 | B. Riley Wealth Advisors Inc. | 26,709 | $710K | 0.0% | N/A | 0.006% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,107 | $29K | 0.0% | -68.6% | 0.000% | |
8/18/2025 | Goodman Advisory Group LLC | 64,256 | $1.71M | 0.6% | N/A | 0.015% | |
8/15/2025 | Strategic Investment Advisors MI | 63,878 | $1.70M | 0.2% | +10.0% | 0.015% | |
8/15/2025 | Tower Research Capital LLC TRC | 19,160 | $509K | 0.0% | -67.8% | 0.004% | |
8/15/2025 | Corient Private Wealth LLC | 15,528 | $413K | 0.0% | +97.6% | 0.004% | |
8/15/2025 | Puff Wealth Management LLC | 21,177 | $563K | 0.2% | N/A | 0.005% | |
8/15/2025 | Equitable Holdings Inc. | 127,073 | $3.38M | 0.0% | -28.4% | 0.029% | |
8/15/2025 | Manhattan West Asset Management LLC | 414,426 | $11.02M | 2.5% | +50.8% | 0.095% | |
8/15/2025 | Voya Financial Advisors Inc. | 1,582,452 | $41.63M | 4.2% | -11.5% | 0.364% | |
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8/15/2025 | Two Sigma Securities LLC | 16,443 | $437K | 0.1% | -64.8% | 0.004% | |
8/15/2025 | Scott Marsh Financial LLC | 32,527 | $865K | 0.3% | N/A | 0.007% | |
8/15/2025 | Smartleaf Asset Management LLC | 3,704 | $97K | 0.0% | +85.6% | 0.001% | |
8/15/2025 | Redwood Investment Management LLC | 296,617 | $7.88M | 0.8% | -2.6% | 0.068% | |
8/15/2025 | Orion Porfolio Solutions LLC | 73,173 | $1.95M | 0.0% | +4.8% | 0.017% | |
8/15/2025 | MML Investors Services LLC | 75,382 | $2.00M | 0.0% | -53.9% | 0.017% | |
8/15/2025 | HRT Financial LP | 523,882 | $13.92M | 0.1% | +537.9% | 0.121% | |
8/15/2025 | IHT Wealth Management LLC | 22,035 | $586K | 0.0% | -58.6% | 0.005% | |
8/15/2025 | Great Valley Advisor Group Inc. | 379,393 | $10.08M | 0.2% | -86.5% | 0.087% | |
8/15/2025 | EP Wealth Advisors LLC | 7,979 | $212K | 0.0% | +16.6% | 0.002% | |
8/15/2025 | Bank of America Corp DE | 9,501,814 | $252.56M | 0.0% | -12.1% | 2.188% | |
8/15/2025 | Ameriprise Financial Inc. | 462,513 | $12.29M | 0.0% | -0.8% | 0.106% | |
8/14/2025 | Strategic Wealth Investment Group LLC | 92,773 | $2.47M | 3.6% | +15.6% | 0.021% | |
8/14/2025 | Jane Street Group LLC | 141,893 | $3.77M | 0.0% | +1,425.7% | 0.033% | |
8/14/2025 | Raymond James Financial Inc. | 1,461,914 | $38.86M | 0.0% | -40.4% | 0.337% | |
8/14/2025 | Transamerica Financial Advisors LLC | 130,659 | $3.47M | 0.3% | -2.4% | 0.030% | |
8/14/2025 | Betterment LLC | 129,942 | $3.45M | 0.0% | -6.2% | 0.030% | |
8/14/2025 | Diversify Wealth Management LLC | 11,482 | $302K | 0.0% | -14.0% | 0.003% | |
8/14/2025 | Diversify Advisory Services LLC | 22,179 | $582K | 0.0% | +43.3% | 0.005% | |
8/14/2025 | Napa Wealth Management | 8,218 | $218K | 0.1% | -50.2% | 0.002% | |
8/14/2025 | Tennessee Valley Asset Management Partners | 713,511 | $18.97M | 4.8% | +0.9% | 0.164% | |
8/14/2025 | FWL Investment Management LLC | 10,042 | $267K | 0.1% | +186.9% | 0.002% | |
8/14/2025 | The Manufacturers Life Insurance Company | 12,280 | $326K | 0.0% | N/A | 0.003% | |
8/14/2025 | NewEdge Advisors LLC | 405,527 | $10.78M | 0.1% | -9.7% | 0.093% | |
8/14/2025 | State Street Corp | 64,854,091 | $1.72B | 0.1% | +9.7% | 14.933% | |
8/14/2025 | Transce3nd LLC | 49,309 | $1.31M | 0.6% | +29.7% | 0.011% | |
8/14/2025 | Balance Wealth LLC | 24,348 | $647K | 0.4% | -34.3% | 0.006% | |
8/14/2025 | Cary Street Partners Financial LLC | 16,985 | $451K | 0.0% | -7.7% | 0.004% | |
8/13/2025 | Jump Financial LLC | 352,312 | $9.36M | 0.1% | +33.6% | 0.081% | |
8/13/2025 | New Harbor Financial Group LLC | 406,417 | $10.80M | 2.5% | -8.3% | 0.094% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
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8/13/2025 | Idaho Trust Co | 49,711 | $1.32M | 0.5% | -3.7% | 0.011% | |
8/13/2025 | Shepherd Financial Partners LLC | 1,089,728 | $28.97M | 3.1% | +45.0% | 0.251% | |
8/13/2025 | Flow Traders U.S. LLC | 90,857 | $2.42M | 0.1% | N/A | 0.021% | |
8/13/2025 | Gateway Wealth Partners LLC | 10,316 | $274K | 0.1% | -18.4% | 0.002% | |
8/13/2025 | SCS Capital Management LLC | 503,541 | $13.38M | 0.1% | -5.3% | 0.116% | |
8/13/2025 | Guggenheim Capital LLC | 156,004 | $4.15M | 0.0% | +11.2% | 0.036% | |
8/13/2025 | Plan Group Financial LLC | 66,289 | $1.76M | 0.6% | +1.8% | 0.015% | |
8/13/2025 | CW Advisors LLC | 2,511,689 | $66.76M | 0.6% | +1.8% | 0.578% | |
8/13/2025 | Elios Financial Group Inc. | 10,398 | $276K | 0.1% | +28.8% | 0.002% | |
8/13/2025 | WCG Wealth Advisors LLC | 113,159 | $3.01M | 0.2% | +35.6% | 0.026% | |
8/13/2025 | Willis Johnson & Associates Inc. | 40,984 | $1.09M | 0.1% | +16.0% | 0.009% | |
8/13/2025 | Advocacy Wealth Management Services LLC | 3,647,181 | $96.94M | 5.9% | +32.8% | 0.840% | |
8/13/2025 | Fisher Asset Management LLC | 57,950,223 | $1.54B | 0.6% | +5.9% | 13.343% | |
8/13/2025 | Edgestream Partners L.P. | 14,076 | $374K | 0.0% | N/A | 0.003% | |
8/13/2025 | Lido Advisors LLC | 17,449 | $464K | 0.0% | -8.1% | 0.004% | |
8/13/2025 | Level Four Advisory Services LLC | 494,267 | $13.14M | 0.5% | -2.9% | 0.114% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,418,617 | $37.71M | 0.0% | -61.6% | 0.327% | |
8/13/2025 | GM Advisory Group LLC | 760,057 | $20.20M | 1.0% | +7.5% | 0.175% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 108,993 | $2.90M | 1.9% | +31,492.2% | 0.025% | |
8/13/2025 | Choreo LLC | 93,522 | $2.49M | 0.0% | -37.3% | 0.022% | |
8/13/2025 | Maia Wealth LLC | 16,329 | $434K | 0.1% | -22.6% | 0.004% | |
8/12/2025 | J.W. Cole Advisors Inc. | 11,343 | $301K | 0.0% | -11.8% | 0.003% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 163,360 | $4.34M | 0.0% | -10.6% | 0.038% | |
8/12/2025 | CreativeOne Wealth LLC | 129,909 | $3.45M | 0.1% | +8.3% | 0.030% | |
8/12/2025 | Global Retirement Partners LLC | 33,752 | $897K | 0.0% | N/A | 0.008% | |
8/12/2025 | Journey Strategic Wealth LLC | 253,926 | $6.75M | 0.2% | +7.5% | 0.058% | |
8/12/2025 | JPMorgan Chase & Co. | 6,083,836 | $161.71M | 0.0% | +20.0% | 1.401% | |
8/12/2025 | PKS Advisory Services LLC | 9,707 | $258K | 0.1% | -14.1% | 0.002% | |
8/11/2025 | Portside Wealth Group LLC | 107,922 | $2.87M | 0.4% | +2.9% | 0.025% | |
8/11/2025 | United Advisor Group LLC | 37,473 | $996K | 0.2% | +8.5% | 0.009% | |
8/11/2025 | Sofi Wealth LLC | 1,058,119 | $28.13M | 1.7% | +8.4% | 0.246% | |
8/11/2025 | Bell Investment Advisors Inc | 3,765 | $100K | 0.0% | -59.5% | 0.001% | |
8/8/2025 | Tortoise Investment Management LLC | 71,032 | $1.89M | 0.2% | -8.6% | 0.017% | |
8/8/2025 | KM Capital Management Ltd. | 157,195 | $4.18M | 2.1% | +59.0% | 0.037% | |
8/8/2025 | Rockefeller Capital Management L.P. | 73,727 | $1.96M | 0.0% | -10.2% | 0.017% | |
8/8/2025 | Avantax Advisory Services Inc. | 4,113,903 | $109.35M | 0.6% | +2.5% | 0.958% | |
8/8/2025 | Cetera Investment Advisers | 2,418,335 | $64.28M | 0.1% | -8.3% | 0.563% | |
8/8/2025 | Creative Planning | 10,431 | $277K | 0.0% | -18.7% | 0.002% | |
8/8/2025 | Security Financial Services INC. | 707,149 | $18.80M | 3.3% | +30.2% | 0.165% | |
8/8/2025 | Foundations Investment Advisors LLC | 69,710 | $1.85M | 0.0% | +49.9% | 0.016% | |
8/8/2025 | Islay Capital Management LLC | 61,122 | $1.63M | 1.0% | +581.1% | 0.014% | |
8/8/2025 | Mason Street Advisors LLC | 3,874,900 | $103.00M | 12.1% | +4.9% | 0.903% | |
8/8/2025 | Clearstead Trust LLC | 3,036 | $81K | 0.0% | -54.1% | 0.001% | |
8/8/2025 | Good Life Advisors LLC | 73,232 | $1.95M | 0.1% | -20.4% | 0.017% | |
8/8/2025 | Bailard Inc. | 142,764 | $3.80M | 0.1% | +3.6% | 0.033% | |
8/8/2025 | PNC Financial Services Group Inc. | 26,437 | $703K | 0.0% | -41.5% | 0.006% | |
8/8/2025 | ERTS Wealth Advisors LLC | 475,915 | $12.65M | 4.4% | -60.3% | 0.111% | |
8/8/2025 | SBI Securities Co. Ltd. | 14,905 | $396K | 0.0% | +8.0% | 0.003% | |
8/7/2025 | PFG Advisors | 417,537 | $11.10M | 0.4% | +17.9% | 0.097% | |
8/6/2025 | AE Wealth Management LLC | 746,181 | $19.83M | 0.1% | -43.0% | 0.174% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
8/6/2025 | Penserra Capital Management LLC | 141,240 | $3.75M | 0.1% | N/A | 0.033% | |
8/6/2025 | Smart Money Group LLC | 21,788 | $579K | 0.2% | +43.5% | 0.005% | |
8/6/2025 | Atlas Legacy Advisors LLC | 138,274 | $3.68M | 0.8% | +6.1% | 0.032% | |
8/6/2025 | Texas Yale Capital Corp. | 9,161 | $244K | 0.0% | N/A | 0.002% | |
8/6/2025 | Centerpoint Advisory Group | 42,473 | $1.13M | 1.0% | -1.8% | 0.010% | |
8/6/2025 | First Horizon Advisors Inc. | 198,016 | $5.26M | 0.1% | -12.8% | 0.046% | |
8/5/2025 | Fourth Dimension Wealth LLC | 105,084 | $2.79M | 1.2% | +19.0% | 0.024% | |
8/5/2025 | Arrowroot Family Office LLC | 78,747 | $2.09M | 0.9% | N/A | 0.018% | |
8/5/2025 | Jacobson & Schmitt Advisors LLC | 136,904 | $3.64M | 0.6% | -0.7% | 0.032% | |
8/5/2025 | Integrity Wealth Solutions LLC | 160,522 | $4.27M | 2.1% | +11.4% | 0.037% | |