11/4/2024 | 1900 Wealth Management LLC | 114,378 | $7.70M | 0.7% | N/A | 0.039% | |
11/4/2024 | Tyler Stone Wealth Management | 3,050 | $217K | 0.0% | +100.0% | 0.001% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 4,886 | $347K | 0.0% | -11.5% | 0.002% | |
11/4/2024 | Disciplined Investments LLC | 20,123 | $1.43M | 0.7% | -3.3% | 0.007% | |
11/1/2024 | Assetmark Inc. | 6,231 | $443K | 0.0% | +55.2% | 0.002% | |
11/1/2024 | Carson Advisory Inc. | 6,050 | $430K | 0.3% | -3.2% | 0.002% | |
|
11/1/2024 | Sonata Capital Group Inc. | 4,639 | $330K | 0.1% | -34.3% | 0.002% | |
10/31/2024 | Montecito Bank & Trust | 18,132 | $1.29M | 0.2% | +13.4% | 0.006% | |
10/31/2024 | Bridgewater Advisors Inc. | 15,302 | $1.04M | 0.1% | N/A | 0.005% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 179,397 | $12.76M | 2.6% | +0.3% | 0.062% | |
10/31/2024 | Graypoint LLC | 13,894 | $988K | 0.1% | +11.9% | 0.005% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,049 | $217K | 0.0% | -48.8% | 0.001% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 12,795 | $910K | 0.2% | +1.8% | 0.004% | |
10/30/2024 | Invictus Private Wealth LLC | 403,108 | $28.66M | 2.3% | -7.7% | 0.139% | |
10/30/2024 | ASB Consultores LLC | 3,058 | $217K | 0.1% | -35.5% | 0.001% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 80,155 | $5.70M | 2.4% | -1.4% | 0.028% | |
10/30/2024 | Asset Management One Co. Ltd. | 5,949,933 | $423.04M | 1.5% | +1.0% | 2.048% | |
10/29/2024 | Sunesis Advisors LLC | 9,718 | $691K | 0.4% | -13.0% | 0.003% | |
10/29/2024 | Angeles Wealth Management LLC | 392,004 | $27.87M | 2.4% | +2.9% | 0.135% | |
10/29/2024 | GFS Advisors LLC | 191,401 | $13.61M | 2.9% | +27,243.0% | 0.066% | |
10/29/2024 | Harbor Capital Advisors Inc. | 3,204 | $228K | 0.0% | +17.1% | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 260,461 | $18.52M | 0.1% | -0.7% | 0.090% | |
10/29/2024 | Farther Finance Advisors LLC | 1,190 | $85K | 0.0% | +19.5% | 0.000% | |
10/28/2024 | Addis & Hill Inc | 58,760 | $4.18M | 3.2% | +1.3% | 0.020% | |
10/28/2024 | Interchange Capital Partners LLC | 3,074 | $219K | 0.1% | -58.3% | 0.001% | |
10/28/2024 | Petra Financial Advisors Inc. | 8,855 | $630K | 0.4% | -4.2% | 0.003% | |
10/25/2024 | Diversify Wealth Management LLC | 3,233 | $220K | 0.0% | N/A | 0.001% | |
10/25/2024 | Pinnacle Associates Ltd. | 29,643 | $2.11M | 0.0% | +9.0% | 0.010% | |
10/25/2024 | GSB Wealth Management LLC | 35,713 | $2.54M | 0.6% | -6.1% | 0.012% | |
10/25/2024 | Abich Financial Wealth Management LLC | 73,184 | $5.20M | 11.7% | -53.5% | 0.025% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 118,302 | $8.41M | 0.0% | +6.4% | 0.041% | |
10/24/2024 | Consolidated Portfolio Review Corp | 10,334 | $735K | 0.2% | -2.5% | 0.004% | |
10/24/2024 | Cooksen Wealth LLC | 55,375 | $3.94M | 3.7% | -1.7% | 0.019% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 483,386 | $34.65M | 0.2% | -19.0% | 0.166% | |
10/23/2024 | Osborne Partners Capital Management LLC | 486,346 | $34.58M | 2.0% | -0.6% | 0.167% | |
10/23/2024 | CWC Advisors LLC. | 4,907 | $349K | 0.3% | N/A | 0.002% | |
10/23/2024 | Highland Capital Management LLC | 3,239 | $230K | 0.0% | -20.6% | 0.001% | |
10/23/2024 | Joel Isaacson & Co. LLC | 5,219 | $371K | 0.0% | -12.0% | 0.002% | |
10/23/2024 | Ballentine Partners LLC | 575,773 | $40.94M | 0.7% | -2.1% | 0.198% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 2,916 | $207K | 0.0% | N/A | 0.001% | |
The centerpiece of Trump’s crypto’s masterplan … (Ad) Donald Trump wants to be America’s first crypto president.
He was the keynote speaker at the recent Bitcoin conference in Nashville …
Where he told an adoring crowd that the U.S. would become …
“The crypto capital of the planet and the Bitcoin superpower of the world.” Click here to find out more about what could be Trump and JD Vance’s favorite coin. |
10/23/2024 | Commonwealth Financial Services LLC | 3,046 | $214K | 0.0% | N/A | 0.001% | |
10/23/2024 | Index Fund Advisors Inc. | 3,543 | $252K | 0.0% | N/A | 0.001% | |
10/23/2024 | Impact Partnership Wealth LLC | 449,949 | $31.99M | 7.2% | +54.1% | 0.155% | |
10/23/2024 | Tanager Wealth Management LLP | 351,335 | $24.98M | 3.4% | +3.8% | 0.121% | |
10/23/2024 | Spectrum Asset Management Inc. NB CA | 114,589 | $8.15M | 3.4% | +1.4% | 0.039% | |
10/22/2024 | Courier Capital LLC | 218,298 | $15.52M | 1.1% | +0.2% | 0.075% | |
10/22/2024 | Lake Street Private Wealth LLC | 81,358 | $5.79M | 0.9% | +5.0% | 0.028% | |
10/22/2024 | Rye Brook Capital LLC | 87,600 | $6.23M | 9.0% | -0.5% | 0.030% | |
10/22/2024 | Liberty Capital Management Inc. | 22,173 | $1.58M | 0.3% | -0.7% | 0.008% | |
10/22/2024 | Private Advisor Group LLC | 20,518 | $1.46M | 0.0% | -1.1% | 0.007% | |
10/22/2024 | Pictet North America Advisors SA | 59,649 | $4.24M | 0.4% | -2.0% | 0.021% | |
10/22/2024 | Xcel Wealth Management LLC | 4,394 | $312K | 0.1% | -4.4% | 0.002% | |
10/22/2024 | Sierra Capital LLC | 149,716 | $10.65M | 1.3% | -18.4% | 0.052% | |
10/22/2024 | Sequoia Financial Advisors LLC | 3,764 | $268K | 0.0% | N/A | 0.001% | |
10/21/2024 | Harbor Advisory Corp MA | 170,044 | $12.09M | 3.9% | +1.7% | 0.059% | |
10/21/2024 | Graybill Wealth Management LTD. | 96,749 | $6.88M | 2.5% | -0.6% | 0.033% | |
10/21/2024 | Fortis Group Advisors LLC | 51,828 | $3.69M | 0.7% | N/A | 0.018% | |
10/21/2024 | Foundations Investment Advisors LLC | 3,428 | $244K | 0.0% | N/A | 0.001% | |
10/21/2024 | Ledyard National Bank | 128,138 | $9.11M | 0.8% | -2.5% | 0.044% | |
10/21/2024 | Whittier Trust Co. | 12,642 | $899K | 0.0% | -5.6% | 0.004% | |
10/21/2024 | Northwest Investment Counselors LLC | 350 | $25K | 0.0% | N/A | 0.000% | |
10/21/2024 | Castleview Partners LLC | 3,435 | $244K | 0.1% | N/A | 0.001% | |
10/19/2024 | Godsey & Gibb Inc. | 712 | $51K | 0.0% | N/A | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 62,247 | $4.43M | 0.0% | -77.2% | 0.021% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 2,969 | $211K | 0.0% | N/A | 0.001% | |
10/18/2024 | Veracity Capital LLC | 2,844 | $202K | 0.1% | N/A | 0.001% | |
10/18/2024 | Chicago Capital LLC | 21,137 | $1.50M | 0.0% | +1.6% | 0.007% | |
10/18/2024 | Integris Wealth Management LLC | 198,430 | $14.11M | 3.9% | -1.4% | 0.068% | |
10/18/2024 | Commonwealth Equity Services LLC | 434,842 | $30.92M | 0.0% | -0.6% | 0.150% | |
10/18/2024 | Raymond James & Associates | 210,526 | $14.97M | 0.0% | -3.9% | 0.072% | |
10/18/2024 | Blue Trust Inc. | 5,358,355 | $357.78M | 4.6% | +1.0% | 1.845% | |
10/18/2024 | JTC Employer Solutions Trustee Ltd | 1,584 | $113K | 0.0% | -71.5% | 0.001% | |
10/18/2024 | Stratos Wealth Advisors LLC | 89,434 | $6.36M | 0.3% | +58.9% | 0.031% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 1,274,761 | $90.64M | 1.0% | +0.2% | 0.439% | |
10/16/2024 | Cumberland Advisors Inc. | 4,420 | $314K | 0.1% | -10.0% | 0.002% | |
10/16/2024 | Vontobel Holding Ltd. | 32,592 | $2.32M | 0.0% | +0.7% | 0.011% | |
10/15/2024 | Bbjs Financial Advisors LLC | 241,926 | $17.20M | 6.1% | +0.1% | 0.083% | |
10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 39,761 | $2.83M | 0.1% | -1.4% | 0.014% | |
10/11/2024 | Creative Planning | 1,012,755 | $72.01M | 0.1% | +1.1% | 0.349% | |
10/11/2024 | Wesbanco Bank Inc. | 10,074 | $716K | 0.0% | +11.1% | 0.003% | |
10/11/2024 | Grove Bank & Trust | 4,300 | $306K | 0.0% | N/A | 0.001% | |
10/11/2024 | Fiduciary Alliance LLC | 7,418 | $527K | 0.1% | -10.0% | 0.003% | |
10/11/2024 | Ameliora Wealth Management Ltd. | 32,396 | $2.30M | 1.0% | +7.3% | 0.011% | |
10/10/2024 | CVA Family Office LLC | 1,070 | $76K | 0.0% | -19.2% | 0.000% | |
10/10/2024 | Zeit Capital LLC | 221,149 | $15.72M | 12.1% | -0.7% | 0.076% | |
10/10/2024 | MorganRosel Wealth Management LLC | 87,526 | $6.22M | 2.1% | +0.2% | 0.030% | |
10/10/2024 | Kings Path Partners LLC | 833 | $59K | 0.0% | N/A | 0.000% | |
10/10/2024 | Mechanics Bank Trust Department | 12,622 | $897K | 0.1% | +2.8% | 0.004% | |
10/10/2024 | Ritholtz Wealth Management | 32,408 | $2.30M | 0.1% | -1.8% | 0.011% | |
10/10/2024 | Fiduciary Financial Group LLC | 10,860 | $751K | 0.2% | -14.7% | 0.004% | |
The centerpiece of Trump’s crypto’s masterplan … (Ad) Donald Trump wants to be America’s first crypto president.
He was the keynote speaker at the recent Bitcoin conference in Nashville …
Where he told an adoring crowd that the U.S. would become …
“The crypto capital of the planet and the Bitcoin superpower of the world.” Click here to find out more about what could be Trump and JD Vance’s favorite coin. |
10/10/2024 | Family Wealth Partners LLC | 24,675 | $1.75M | 0.9% | -0.6% | 0.008% | |
10/9/2024 | TAP Consulting LLC | 34,716 | $2.47M | 0.5% | +5.9% | 0.012% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 122,255 | $8.69M | 3.1% | +3.2% | 0.042% | |
10/9/2024 | Moller Wealth Partners | 112,449 | $8.00M | 2.0% | +0.5% | 0.039% | |
10/9/2024 | Money Design Co. Ltd. | 1,323,177 | $94.08M | 4.7% | +4.7% | 0.455% | |
10/9/2024 | Hexagon Capital Partners LLC | 9,225 | $656K | 0.1% | -5.1% | 0.003% | |
10/8/2024 | CWM LLC | 1,481 | $105K | 0.0% | +633.2% | 0.001% | |
10/8/2024 | Rockingstone Advisors LLC | 44,222 | $3.14M | 1.5% | +1.0% | 0.015% | |
10/8/2024 | Brookstone Capital Management | 4,408 | $313K | 0.0% | +4.1% | 0.002% | |
10/8/2024 | Anderson Hoagland & Co. | 185,420 | $12.92M | 1.3% | -1.4% | 0.064% | |