7/22/2025 | Checchi Capital Advisers LLC | 157,706 | $12.22M | 0.7% | +188.3% | 0.047% | |
7/21/2025 | Ameriflex Group Inc. | 560 | $43K | 0.0% | N/A | 0.000% | |
7/21/2025 | Washington Growth Strategies LLC | 24,401 | $1.89M | 1.4% | +34,758.6% | 0.007% | |
7/21/2025 | Stock Yards Bank & Trust Co. | 3,027 | $235K | 0.0% | -49.2% | 0.001% | |
7/21/2025 | Ameritas Advisory Services LLC | 483 | $37K | 0.0% | N/A | 0.000% | |
7/21/2025 | Custos Family Office LLC | 17,880 | $1.39M | 0.4% | +1.5% | 0.005% | |
7/21/2025 | Quattro Financial Advisors LLC | 14,515 | $1.13M | 0.4% | -9.9% | 0.004% | |
7/21/2025 | Warner Financial Inc. | 2,619 | $203K | 0.1% | N/A | 0.001% | |
7/21/2025 | River Street Advisors LLC | 43,723 | $3.39M | 1.5% | -8.6% | 0.013% | |
7/21/2025 | Hilltop National Bank | 900 | $70K | 0.0% | N/A | 0.000% | |
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7/21/2025 | OLD Second National Bank of Aurora | 168,025 | $13.02M | 2.8% | -1.9% | 0.050% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 620,351 | $48.08M | 0.2% | -6.8% | 0.184% | |
7/21/2025 | DMKC Advisory Services LLC | 19,094 | $1.48M | 0.8% | +132.1% | 0.006% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 39,592 | $3.07M | 0.1% | -0.5% | 0.012% | |
7/18/2025 | CHURCHILL MANAGEMENT Corp | 192,387 | $14.91M | 0.2% | -1.5% | 0.057% | |
7/18/2025 | Viewpoint Investment Partners Corp | 22,400 | $1.74M | 0.9% | +14.3% | 0.007% | |
7/18/2025 | Tanager Wealth Management LLP | 368,777 | $28.58M | 3.4% | +1.5% | 0.109% | |
7/18/2025 | Warren Street Wealth Advisors LLC | 3,436 | $266K | 0.1% | N/A | 0.001% | |
7/18/2025 | Pure Financial Advisors LLC | 7,415 | $575K | 0.0% | +30.3% | 0.002% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 994 | $77K | 0.0% | +42.2% | 0.000% | |
7/18/2025 | PFG Investments LLC | 4,251 | $329K | 0.0% | -5.7% | 0.001% | |
7/18/2025 | Consolidated Portfolio Review Corp | 7,675 | $595K | 0.1% | -13.1% | 0.002% | |
7/18/2025 | Sicart Associates LLC | 2,730 | $212K | 0.1% | N/A | 0.001% | |
7/18/2025 | Liberty Capital Management Inc. | 21,355 | $1.66M | 0.3% | +28.3% | 0.006% | |
7/18/2025 | Truist Financial Corp | 103,287 | $8.01M | 0.0% | +18.9% | 0.030% | |
7/18/2025 | First United Bank & Trust | 4,430 | $343K | 0.1% | +10.3% | 0.001% | |
7/18/2025 | Union Bancaire Privee UBP SA | 12,561 | $927K | 0.0% | +29.4% | 0.004% | |
7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 5,019 | $389K | 0.1% | N/A | 0.001% | |
7/17/2025 | Chicago Capital LLC | 21,184 | $1.64M | 0.0% | +1.7% | 0.006% | |
7/17/2025 | Greenleaf Trust | 3,201 | $248K | 0.0% | N/A | 0.001% | |
7/17/2025 | BFI Infinity Ltd. | 197,608 | $15.32M | 12.7% | +15.6% | 0.058% | |
7/17/2025 | Capital Investment Advisors LLC | 3,109 | $241K | 0.0% | N/A | 0.001% | |
7/17/2025 | Janney Capital Management LLC | 6,212 | $481K | 0.0% | +11.2% | 0.002% | |
7/17/2025 | Janney Montgomery Scott LLC | 322,596 | $25.00M | 0.1% | +11.7% | 0.095% | |
7/17/2025 | Smith Anglin Financial LLC | 8,160 | $632K | 0.1% | +6.3% | 0.002% | |
7/17/2025 | Prepared Retirement Institute LLC | 4,877 | $378K | 0.2% | +13.5% | 0.001% | |
7/17/2025 | Heritage Investment Group Inc. | 3,604 | $279K | 0.0% | -6.8% | 0.001% | |
7/17/2025 | Keystone Global Partners LLC | 96,227 | $7.46M | 4.1% | +90.1% | 0.028% | |
7/17/2025 | Charles Schwab Trust Co | 6,061 | $470K | 0.0% | -36.6% | 0.002% | |
7/17/2025 | Hengehold Capital Management LLC | 230,776 | $17.89M | 1.6% | N/A | 0.068% | |
Treasury Secretary Bessent Is Betting Big on Gold (Ad) When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal.
Now a veteran gold analyst believes Warren Buffett is preparing to follow suit… and he’s identified one gold miner big enough to absorb a portion of Buffett’s $330B cash pile. A key filing could confirm it by August 15th — and early investors may want to act now. Get the name and ticker in this private gold briefing |
7/17/2025 | Tiller Private Wealth Inc. | 89,954 | $6.97M | 2.6% | -58.3% | 0.026% | |
7/17/2025 | SeaBridge Investment Advisors LLC | 10,843 | $840K | 0.2% | +7.3% | 0.003% | |
7/16/2025 | Brown Lisle Cummings Inc. | 2,628 | $204K | 0.1% | +13.0% | 0.001% | |
7/16/2025 | Signaturefd LLC | 8,641 | $670K | 0.0% | +2.2% | 0.003% | |
7/16/2025 | MinichMacGregor Wealth Management LLC | 180,781 | $14.01M | 3.0% | N/A | 0.053% | |
7/16/2025 | BOS Asset Management LLC | 6,418 | $497K | 0.2% | N/A | 0.002% | |
7/16/2025 | Rebalance LLC | 20,346 | $1.58M | 0.1% | -14.1% | 0.006% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 8,724 | $676K | 0.2% | N/A | 0.003% | |
7/16/2025 | Dakota Wealth Management | 9,045 | $701K | 0.0% | +21.0% | 0.003% | |
7/16/2025 | Perigon Wealth Management LLC | 23,177 | $1.80M | 0.0% | +241.8% | 0.007% | |
7/15/2025 | BigSur Wealth Management LLC | 193,610 | $15.01M | 3.8% | +3.2% | 0.057% | |
7/15/2025 | Perennial Advisors LLC | 3,174 | $246K | 0.0% | N/A | 0.001% | |
7/15/2025 | Xcel Wealth Management LLC | 6,485 | $503K | 0.1% | +9.1% | 0.002% | |
7/15/2025 | North Star Investment Management Corp. | 364 | $28K | 0.0% | +833.3% | 0.000% | |
7/15/2025 | TD Private Client Wealth LLC | 6,561 | $508K | 0.0% | +941.4% | 0.002% | |
7/15/2025 | Mather Group LLC. | 8,332,294 | $645.75M | 6.9% | +249.4% | 2.454% | |
7/15/2025 | Roger Wittlin Investment Advisory LLC | 16,430 | $1.27M | 0.7% | +0.8% | 0.005% | |
7/15/2025 | Evanson Asset Management LLC | 30,617 | $2.37M | 0.2% | +0.6% | 0.009% | |
7/15/2025 | Ballentine Partners LLC | 531,525 | $41.19M | 0.6% | -2.6% | 0.157% | |
7/15/2025 | Maseco LLP | 10,290 | $798K | 0.0% | N/A | 0.003% | |
7/15/2025 | Pictet North America Advisors SA | 42,698 | $3.31M | 0.3% | +37.6% | 0.013% | |
7/15/2025 | Family Wealth Partners LLC | 23,126 | $1.79M | 0.7% | -8.9% | 0.007% | |
7/14/2025 | E&G Advisors LP | 33,068 | $2.56M | 0.7% | +8.4% | 0.010% | |
7/14/2025 | Mechanics Bank Trust Department | 21,779 | $1.69M | 0.2% | +60.6% | 0.006% | |
7/14/2025 | Armstrong Advisory Group Inc. | 264,182 | $20.47M | 1.6% | N/A | 0.078% | |
7/14/2025 | Clear Harbor Asset Management LLC | 22,231 | $1.72M | 0.1% | +17.2% | 0.007% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 16,140 | $1.25M | 0.0% | +2.6% | 0.005% | |
7/14/2025 | Park Avenue Securities LLC | 5,681 | $440K | 0.0% | -2.7% | 0.002% | |
7/11/2025 | Skyline Advisors Inc. | 2,788 | $216K | 0.1% | -8.2% | 0.001% | |
7/11/2025 | Coastwise Capital Group LLC | 4,500 | $349K | 0.3% | -33.3% | 0.001% | |
7/11/2025 | BTC Capital Management Inc. | 38,443 | $2.98M | 0.2% | -2.6% | 0.011% | |
7/11/2025 | First PREMIER Bank | 630 | $49K | 0.0% | +242.4% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 11,803 | $915K | 0.0% | +104.6% | 0.003% | |
7/11/2025 | Harbour Capital Advisors LLC | 2,655 | $207K | 0.0% | N/A | 0.001% | |
7/11/2025 | WealthBridge Investment Counsel Inc. | 134,680 | $10.44M | 3.4% | +4.8% | 0.040% | |
7/11/2025 | Addis & Hill Inc | 78,905 | $6.12M | 4.0% | -2.6% | 0.023% | |
7/11/2025 | Rockwood Wealth Management LLC | 4,839 | $375K | 0.0% | +3.2% | 0.001% | |
7/10/2025 | Anderson Hoagland & Co. | 211,308 | $16.38M | 1.6% | +0.2% | 0.063% | |
7/10/2025 | Charter Oak Capital Management LLC | 35,776 | $2.77M | 0.2% | -7.2% | 0.011% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 122,601 | $9.53M | 0.0% | -8.0% | 0.036% | |
7/10/2025 | Moller Wealth Partners | 144,799 | $11.22M | 2.5% | +10.5% | 0.043% | |
7/10/2025 | Wedmont Private Capital | 43,034 | $3.39M | 0.1% | -3.5% | 0.013% | |
7/10/2025 | Sunflower Bank N.A. | 147,767 | $11.45M | 2.9% | N/A | 0.044% | |
7/9/2025 | Breakwater Investment Management | 15,715 | $1.22M | 0.5% | +86.7% | 0.005% | |
7/9/2025 | Sarasin & Partners LLP | 20,220 | $1.57M | 0.0% | N/A | 0.006% | |
7/9/2025 | Chesley Taft & Associates LLC | 22,609 | $1.75M | 0.1% | +106.8% | 0.007% | |
7/9/2025 | Mirador Capital Partners LP | 69,580 | $5.39M | 0.9% | N/A | 0.021% | |
7/9/2025 | Breakwater Capital Group | 4,633 | $359K | 0.1% | +8.6% | 0.001% | |
7/9/2025 | Harbor Capital Advisors Inc. | 30,124 | $2.34M | 0.1% | -57.3% | 0.009% | |
7/9/2025 | Fiduciary Alliance LLC | 7,816 | $606K | 0.0% | +11.5% | 0.002% | |
Treasury Secretary Bessent Is Betting Big on Gold (Ad) When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal.
Now a veteran gold analyst believes Warren Buffett is preparing to follow suit… and he’s identified one gold miner big enough to absorb a portion of Buffett’s $330B cash pile. A key filing could confirm it by August 15th — and early investors may want to act now. Get the name and ticker in this private gold briefing |
7/8/2025 | Juncture Wealth Strategies LLC | 70,265 | $5.45M | 1.9% | +574.5% | 0.021% | |
7/8/2025 | Dover Advisors LLC | 2,843 | $220K | 0.1% | N/A | 0.001% | |
7/8/2025 | Avity Investment Management Inc. | 6,500 | $504K | 0.0% | -31.6% | 0.002% | |
7/8/2025 | Webster Bank N. A. | 1,620 | $126K | 0.0% | +51.4% | 0.000% | |
7/8/2025 | MRA Advisory Group | 175,089 | $13.57M | 6.4% | N/A | 0.052% | |
7/8/2025 | Canandaigua National Trust Co of Florida | 9,323 | $723K | 0.5% | -7.9% | 0.003% | |
7/8/2025 | Hickory Point Bank & Trust | 31,701 | $2.46M | 2.0% | +15.8% | 0.009% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 24,247 | $1.88M | 0.2% | -22.1% | 0.007% | |
7/8/2025 | Apella Capital LLC | 3,107 | $240K | 0.0% | -12.1% | 0.001% | |
7/8/2025 | Parallel Advisors LLC | 14,271 | $1.11M | 0.0% | +15.5% | 0.004% | |