| 11/21/2024 | Wealthquest Corp | 1,101,320 | $76.49M | 6.7% | +5.5% | 0.855% | |
| 11/18/2024 | Virtue Capital Management LLC | 12,881 | $902K | 0.2% | -8.5% | 0.010% | |
| 11/15/2024 | Continuum Advisory LLC | 10,491 | $761K | 0.1% | -5.0% | 0.008% | |
| 11/15/2024 | IHT Wealth Management LLC | 108,662 | $7.61M | 0.2% | +4.1% | 0.084% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 114,028 | $7.99M | 0.1% | -11.6% | 0.089% | |
| 11/15/2024 | FSA Wealth Management LLC | 20,833 | $1.46M | 0.6% | N/A | 0.016% | |
|
| 11/14/2024 | L.M. Kohn & Company | 14,816 | $1.04M | 0.3% | +16.3% | 0.012% | |
| 11/14/2024 | Captrust Financial Advisors | 102,859 | $7.21M | 0.0% | +4.9% | 0.080% | |
| 11/13/2024 | Goodman Financial Corp | 8,583 | $601K | 0.1% | +1.7% | 0.007% | |
| 11/13/2024 | Private Trust Co. NA | 15,774 | $1.11M | 0.1% | -1.6% | 0.012% | |
| 11/12/2024 | L & S Advisors Inc | 10,877 | $762K | 0.1% | +10.9% | 0.008% | |
| 11/8/2024 | Avior Wealth Management LLC | 46,518 | $3.26M | 0.1% | -1.4% | 0.036% | |
| 11/8/2024 | BIP Wealth LLC | 224,296 | $15.72M | 1.1% | +14.4% | 0.174% | |
| 11/7/2024 | Tidemark LLC | 2,728 | $191K | 0.1% | -60.2% | 0.002% | |
| 11/6/2024 | Broderick Brian C | 27,700 | $1.94M | 0.4% | -1.1% | 0.022% | |
| 11/5/2024 | Compass Financial Group Inc. | 44,919 | $3.15M | 1.5% | -0.4% | 0.035% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 498,318 | $34.91M | 2.6% | -4.7% | 0.387% | |
| 10/31/2024 | Weitzel Financial Services Inc. | 675,354 | $46.93M | 22.0% | -0.7% | 0.524% | |
| 10/31/2024 | Graypoint LLC | 51,552 | $3.61M | 0.2% | +2.9% | 0.040% | |
| 10/30/2024 | Cary Street Partners Asset Management LLC | 5,095 | $357K | 0.0% | -13.2% | 0.004% | |
| 10/30/2024 | Moloney Securities Asset Management LLC | 18,633 | $1.31M | 0.2% | -3.1% | 0.014% | |
| 10/29/2024 | IAG Wealth Partners LLC | 174,050 | $12.19M | 2.3% | -5.3% | 0.135% | |
| 10/29/2024 | Arlington Trust Co LLC | 8,111 | $568K | 0.1% | N/A | 0.006% | |
| 10/28/2024 | Rosenberg Matthew Hamilton | 594,864 | $41.68M | 10.9% | +13.2% | 0.462% | |
| 10/25/2024 | Strategic Blueprint LLC | 19,687 | $1.38M | 0.1% | -3.0% | 0.015% | |
| 10/24/2024 | Astor Investment Management LLC | 248,685 | $17.42M | 8.3% | +79.6% | 0.193% | |
| 10/24/2024 | Arkadios Wealth Advisors | 8,188 | $574K | 0.0% | -6.3% | 0.006% | |
| 10/22/2024 | Greenleaf Trust | 57,981 | $4.06M | 0.0% | +0.4% | 0.045% | |
| 10/21/2024 | Winch Advisory Services LLC | 564,211 | $39.53M | 10.9% | +0.7% | 0.438% | |
| 10/21/2024 | AIFG Consultants Ltd. | 175,874 | $12.32M | 9.4% | -10.1% | 0.137% | |
| 10/15/2024 | Zhang Financial LLC | 178,011 | $12.47M | 0.8% | +17.7% | 0.138% | |
| 10/11/2024 | Orca Investment Management LLC | 38,031 | $2.66M | 2.4% | -43.5% | 0.030% | |
| 10/8/2024 | Evensky & Katz LLC | 151,975 | $10.65M | 0.7% | -2.4% | 0.118% | |
| 10/8/2024 | Partnership Wealth Management LLC | 4,856 | $340K | 0.2% | +6.6% | 0.004% | |
| 10/5/2024 | Quent Capital LLC | 30,671 | $2.15M | 0.2% | +6.3% | 0.024% | |
| 10/2/2024 | Praetorian Wealth Management Inc. | 54,415 | $3.81M | 0.9% | -12.4% | 0.042% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 13,714 | $910K | 0.0% | N/A | 0.011% | |
| 8/10/2024 | Lumbard & Kellner LLC | 3,382 | $224K | 0.1% | -8.4% | 0.003% | |
| 8/8/2024 | Parallel Advisors LLC | 258,811 | $17.17M | 0.4% | -5.2% | 0.201% | |
| 8/7/2024 | Beam Wealth Advisors Inc. | 65,628 | $4.35M | 1.4% | N/A | 0.051% | |
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| 8/7/2024 | Wedbush Securities Inc. | 11,644 | $773K | 0.0% | -7.7% | 0.009% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 17,031 | $1.13M | 0.1% | +1.3% | 0.013% | |
| 8/6/2024 | Orca Investment Management LLC | 67,268 | $4.46M | 4.3% | +2.1% | 0.052% | |
| 8/6/2024 | Weitzel Financial Services Inc. | 680,448 | $45.19M | 22.5% | -0.6% | 0.528% | |
| 8/6/2024 | Isthmus Partners LLC | 77,912 | $5.17M | 2.0% | +1.4% | 0.060% | |
| 8/6/2024 | Great Lakes Advisors LLC | 221,194 | $14.68M | 0.1% | -17.8% | 0.172% | |
| 8/1/2024 | TIAA Trust National Association | 7,208 | $478K | 0.0% | +67.0% | 0.006% | |
| 7/31/2024 | Graypoint LLC | 50,076 | $3.32M | 0.2% | +6.9% | 0.039% | |
| 7/30/2024 | Moloney Securities Asset Management LLC | 19,227 | $1.28M | 0.2% | -6.0% | 0.015% | |
| 7/29/2024 | AIFG Consultants Ltd. | 195,712 | $12.99M | 9.7% | -9.0% | 0.152% | |
| 7/29/2024 | Arkadios Wealth Advisors | 8,736 | $580K | 0.0% | -31.9% | 0.007% | |
| 7/27/2024 | Rosenberg Matthew Hamilton | 525,349 | $34.89M | 10.3% | -8.3% | 0.408% | |
| 7/26/2024 | Evensky & Katz LLC | 155,677 | $10.33M | 0.7% | -4.2% | 0.121% | |
| 7/26/2024 | Bank of New York Mellon Corp | 5,430 | $360K | 0.0% | -6.3% | 0.004% | |
| 7/23/2024 | 1620 Investment Advisors Inc. | 492 | $33K | 0.0% | N/A | 0.000% | |
| 7/23/2024 | Valicenti Advisory Services Inc. | 3,125 | $207K | 0.1% | -47.9% | 0.002% | |
| 7/23/2024 | Exchange Capital Management Inc. | 74,331 | $4.93M | 0.8% | +7.1% | 0.058% | |
| 7/20/2024 | Continuum Advisory LLC | 11,046 | $733K | 0.1% | -2.3% | 0.009% | |
| 7/20/2024 | Zhang Financial LLC | 151,271 | $10.04M | 0.7% | +11.6% | 0.117% | |
| 7/17/2024 | IAG Wealth Partners LLC | 183,714 | $12.19M | 2.4% | -2.8% | 0.143% | |
| 7/16/2024 | GPS Wealth Strategies Group LLC | 6,497 | $431K | 0.1% | -11.8% | 0.005% | |
| 7/10/2024 | Praetorian Wealth Management Inc. | 62,087 | $4.12M | 1.1% | -2.7% | 0.048% | |
| 7/8/2024 | RVW Wealth LLC | 318,246 | $21.12M | 2.1% | -4.0% | 0.247% | |
| 7/8/2024 | Quent Capital LLC | 28,850 | $1.91M | 0.2% | +4.6% | 0.022% | |
| 7/3/2024 | Partnership Wealth Management LLC | 4,556 | $302K | 0.2% | -35.5% | 0.004% | |
| 5/17/2024 | Comerica Bank | 6,916 | $444K | 0.0% | +47.2% | 0.005% | |
| 5/16/2024 | FSA Wealth Management LLC | 20,822 | $1.34M | 0.6% | -2.6% | 0.016% | |
| 5/15/2024 | Blue Edge Capital LLC | 17,894 | $1.15M | 0.2% | +11.7% | 0.014% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 28,473 | $1.83M | 0.9% | -50.3% | 0.022% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 35,695 | $2.29M | 0.6% | -95.3% | 0.028% | |
| 5/8/2024 | Isthmus Partners LLC | 76,816 | $4.93M | 0.6% | +0.4% | 0.060% | |
| 5/6/2024 | Broderick Brian C | 28,000 | $1.80M | 0.4% | -3.4% | 0.022% | |
| 5/3/2024 | Compass Financial Group Inc. | 49,169 | $3.15M | 1.7% | -0.4% | 0.038% | |
| 5/2/2024 | Graypoint LLC | 46,862 | $3.01M | 0.2% | +18.9% | 0.037% | |
| 5/2/2024 | Quent Capital LLC | 27,572 | $1.77M | 0.2% | -4.9% | 0.021% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 20,458 | $1.31M | 0.2% | -4.7% | 0.016% | |
| 5/2/2024 | Hunter Associates Investment Management LLC | 3,554 | $229K | 0.0% | N/A | 0.003% | |
| 5/1/2024 | Avior Wealth Management LLC | 45,001 | $2.89M | 0.1% | +20.4% | 0.035% | |
| 4/30/2024 | Warther Private Wealth LLC | 6,198 | $398K | 0.2% | N/A | 0.005% | |
| 4/30/2024 | Arkadios Wealth Advisors | 12,824 | $823K | 0.1% | -1.3% | 0.010% | |
| 4/27/2024 | Vigilare Wealth Management | 5,962 | $382K | 0.2% | -13.7% | 0.005% | |
| 4/25/2024 | Triumph Capital Management | 19,382 | $1.24M | 0.5% | -18.4% | 0.015% | |
| 4/25/2024 | L.M. Kohn & Company | 8,560 | $549K | 0.2% | +29.7% | 0.007% | |
| 4/25/2024 | IAG Wealth Partners LLC | 188,914 | $12.12M | 2.6% | -3.5% | 0.148% | |
| 4/24/2024 | Private Trust Co. NA | 12,883 | $826K | 0.1% | -20.1% | 0.010% | |
| 4/24/2024 | Zhang Financial LLC | 135,559 | $8.70M | 0.6% | +98.6% | 0.106% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 16,812 | $1.08M | 0.1% | -9.0% | 0.013% | |
| 4/18/2024 | Exchange Capital Management Inc. | 69,422 | $4.45M | 0.7% | +8.7% | 0.054% | |
| 4/17/2024 | Winthrop Advisory Group LLC | 32,709 | $2.10M | 0.3% | -93.0% | 0.026% | |
| 4/16/2024 | Tsfg LLC | 3,932 | $252K | 0.1% | -47.3% | 0.003% | |
Why I'm telling friends to avoid gold stocks (Ad) Back in November, gold made a tiny move of 1.6%.
But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week.
It happened again in March. Gold nudged up 1.2%.
This time? A 104% overnight gain.
And in June? A 1% gold move turned into a 74% gain in two weeks.
Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now.
There's a more lucrative way to play the gold market as we enter a new breakout period.
It's all about catching what I call "Acceleration Cycles." And if you’d like to get your hands on this, here you go, the complete breakdown. |
| 4/15/2024 | Kingswood Wealth Advisors LLC | 5,939 | $381K | 0.0% | -4.8% | 0.005% | |
| 4/11/2024 | Roble Belko & Company Inc | 36,320 | $2.33M | 0.4% | -0.4% | 0.030% | |
| 4/10/2024 | Praetorian Wealth Management Inc. | 63,790 | $4.09M | 1.1% | -8.5% | 0.053% | |
| 4/10/2024 | Weitzel Financial Services Inc. | 684,366 | $43.75M | 21.9% | -0.1% | 0.566% | |
| 4/8/2024 | Evensky & Katz LLC | 162,476 | $10.42M | 0.7% | -3.5% | 0.134% | |
| 4/8/2024 | RVW Wealth LLC | 331,629 | $21.27M | 2.2% | -2.0% | 0.274% | |
| 4/5/2024 | NBC Securities Inc. | 1,130 | $72K | 0.0% | -68.9% | 0.001% | |
| 4/1/2024 | Global Wealth Strategies & Associates | 437 | $28K | 0.0% | N/A | 0.000% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 9,424 | $551K | 0.1% | -6.2% | 0.008% | |
| 3/5/2024 | Fisher Asset Management LLC | 6,297 | $368K | 0.0% | N/A | 0.005% | |
