1/22/2025 | Legacy Financial Group LLC | 1,969 | $251K | 0.0% | N/A | 0.000% | |
1/22/2025 | Tennessee Valley Asset Management Partners | 4,668 | $595K | 0.1% | -5.7% | 0.001% | |
1/22/2025 | TI Trust Inc. | 10,868 | $1.39M | 0.9% | -2.3% | 0.002% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 77,885 | $9.94M | 0.3% | +3.1% | 0.017% | |
1/21/2025 | High Net Worth Advisory Group LLC | 93,793 | $11.97M | 3.3% | -3.1% | 0.021% | |
1/21/2025 | Petix & Botte Co | 28,423 | $3.63M | 1.0% | -7.4% | 0.006% | |
1/21/2025 | Embree Financial Group | 34,508 | $4.40M | 0.8% | +0.5% | 0.008% | |
1/21/2025 | Crescent Grove Advisors LLC | 71,912 | $9.18M | 0.9% | -0.7% | 0.016% | |
1/21/2025 | Park Edge Advisors LLC | 2,925 | $373K | 0.1% | +47.2% | 0.001% | |
1/21/2025 | First Citizens Bank & Trust Co. | 25,767 | $3.29M | 0.1% | +45.9% | 0.006% | |
|
1/21/2025 | Archford Capital Strategies LLC | 26,936 | $3.44M | 0.5% | +15.9% | 0.006% | |
1/21/2025 | Patton Albertson Miller Group LLC | 8,264 | $1.05M | 0.1% | -11.3% | 0.002% | |
1/21/2025 | Arkfeld Wealth Strategies L.L.C. | 3,266 | $415K | 0.2% | +3.1% | 0.001% | |
1/21/2025 | Flagship Harbor Advisors LLC | 68,901 | $8.79M | 0.5% | +3.5% | 0.015% | |
1/21/2025 | B.O.S.S. Retirement Advisors LLC | 17,901 | $2.28M | 0.6% | +399.5% | 0.004% | |
1/21/2025 | Grimes & Company Inc. | 16,767 | $2.14M | 0.1% | +0.8% | 0.004% | |
1/21/2025 | Geneos Wealth Management Inc. | 35,882 | $4.58M | 0.2% | +9.3% | 0.008% | |
1/21/2025 | Accel Wealth Management | 43,351 | $5.53M | 2.1% | -4.0% | 0.010% | |
1/21/2025 | Fifth Third Bancorp | 13,485 | $1.72M | 0.0% | -4.1% | 0.003% | |
1/21/2025 | Carr Financial Group Corp | 16,131 | $2.06M | 0.6% | +2.0% | 0.004% | |
1/21/2025 | Goelzer Investment Management Inc. | 2,431 | $310K | 0.0% | +32.0% | 0.001% | |
1/21/2025 | Sachetta LLC | 840 | $107K | 0.0% | +105.9% | 0.000% | |
1/21/2025 | Wolff Financial Management LLC | 205,663 | $26.24M | 7.3% | -1.4% | 0.045% | |
1/21/2025 | CX Institutional | 32,350 | $4.13M | 0.2% | +75.5% | 0.007% | |
1/21/2025 | Patriot Investment Management Group Inc. | 119,494 | $15.25M | 1.1% | -1.8% | 0.026% | |
1/21/2025 | Southland Equity Partners LLC | 7,388 | $943K | 0.2% | -3.1% | 0.002% | |
1/21/2025 | Sound Income Strategies LLC | 2,970 | $379K | 0.0% | +8.0% | 0.001% | |
1/21/2025 | LexAurum Advisors LLC | 7,701 | $983K | 0.2% | +3.8% | 0.002% | |
1/21/2025 | RFG Advisory LLC | 27,348 | $3.49M | 0.1% | +3.1% | 0.006% | |
1/21/2025 | McGlone Suttner Wealth Management Inc. | 41,670 | $5.32M | 0.9% | +13.2% | 0.009% | |
1/21/2025 | Johnson Bixby & Associates LLC | 3,088 | $394K | 0.1% | -20.9% | 0.001% | |
1/21/2025 | Brighton Jones LLC | 16,836 | $2.15M | 0.1% | +23.3% | 0.004% | |
1/21/2025 | Hengehold Capital Management LLC | 4,179 | $533K | 0.1% | -9.2% | 0.001% | |
1/21/2025 | Seneca House Advisors | 27,281 | $3.48M | 1.4% | +21.6% | 0.006% | |
1/21/2025 | Team Financial Group LLC | 3,232 | $412K | 0.2% | +20.7% | 0.001% | |
1/21/2025 | Montecito Bank & Trust | 24,588 | $3.14M | 0.5% | -4.1% | 0.005% | |
1/17/2025 | New Century Financial Group LLC | 1,707 | $219K | 0.1% | -94.4% | 0.000% | |
1/17/2025 | Apeiron RIA LLC | 85,133 | $10.86M | 3.0% | -16.3% | 0.019% | |
1/17/2025 | Madrona Financial Services LLC | 3,395 | $433K | 0.1% | -3.7% | 0.001% | |
1/17/2025 | Baron Silver Stevens Financial Advisors LLC | 75,071 | $9.58M | 1.6% | +2.0% | 0.017% | |
Kamala’s final humiliation (Ad) Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors.
The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term… Watch my latest video now. |
1/17/2025 | Avior Wealth Management LLC | 95,451 | $12.18M | 0.4% | +40.4% | 0.021% | |
1/17/2025 | Mutual Advisors LLC | 147,533 | $19.29M | 0.6% | -1.2% | 0.033% | |
1/17/2025 | First PREMIER Bank | 46,820 | $5.97M | 1.5% | +2.3% | 0.010% | |
1/17/2025 | Olistico Wealth LLC | 2,415 | $308K | 0.2% | +2,315.0% | 0.001% | |
1/17/2025 | True North Advisors LLC | 1,925 | $246K | 0.1% | N/A | 0.000% | |
1/17/2025 | Independent Wealth Network Inc. | 18,136 | $2.31M | 0.9% | +1.2% | 0.004% | |
1/17/2025 | Wesbanco Bank Inc. | 2,804 | $358K | 0.0% | -21.9% | 0.001% | |
1/17/2025 | Janney Montgomery Scott LLC | 1,804,471 | $230.23M | 0.6% | +1.1% | 0.399% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 6,474 | $826K | 0.0% | -4.3% | 0.001% | |
1/17/2025 | Lake Hills Wealth Management LLC | 16,828 | $2.15M | 1.5% | +3.3% | 0.004% | |
1/17/2025 | Redmont Wealth Advisors LLC | 3,341 | $426K | 0.7% | -55.1% | 0.001% | |
1/17/2025 | Baker Ellis Asset Management LLC | 147,389 | $18.81M | 2.8% | -0.7% | 0.033% | |
1/17/2025 | Phillips Wealth Planners LLC | 2,410 | $304K | 0.3% | -8.6% | 0.001% | |
1/17/2025 | Paragon Financial Partners Inc. | 106,760 | $13.62M | 10.3% | -13.4% | 0.024% | |
1/17/2025 | Marino Stram & Associates LLC | 539,693 | $68.86M | 15.2% | -0.3% | 0.119% | |
1/17/2025 | Westside Investment Management Inc. | 138,149 | $17.63M | 3.7% | +0.6% | 0.031% | |
1/17/2025 | Magnus Financial Group LLC | 10,063 | $1.28M | 0.1% | +19.9% | 0.002% | |
1/17/2025 | Daymark Wealth Partners LLC | 27,488 | $3.51M | 0.1% | -3.0% | 0.006% | |
1/17/2025 | Investment Advisory Group LLC | 154,503 | $19.71M | 6.6% | +1.6% | 0.034% | |
1/17/2025 | Global Trust Asset Management LLC | 3,038 | $388K | 0.1% | -3.2% | 0.001% | |
1/17/2025 | Advisory Alpha LLC | 3,796 | $484K | 0.0% | -20.1% | 0.001% | |
1/17/2025 | West Branch Capital LLC | 6,764 | $863K | 0.3% | -2.1% | 0.001% | |
1/17/2025 | MBM Wealth Consultants LLC | 318,101 | $40.57M | 12.1% | +1.9% | 0.070% | |
1/17/2025 | XML Financial LLC | 59,685 | $7.62M | 0.7% | -4.2% | 0.013% | |
1/17/2025 | Simon Quick Advisors LLC | 28,894 | $3.69M | 0.2% | -0.6% | 0.006% | |
1/17/2025 | Beaumont Financial Advisors LLC | 7,869 | $1.00M | 0.1% | -2.8% | 0.002% | |
1/17/2025 | MCF Advisors LLC | 11,878 | $1.52M | 0.1% | -0.9% | 0.003% | |
1/17/2025 | Tide Cove Capital Partners LLC | 58,817 | $7.52M | 5.3% | N/A | 0.013% | |
1/17/2025 | Verum Partners LLC | 6,166 | $787K | 0.2% | -2.2% | 0.001% | |
1/17/2025 | Perfromance Wealth Partners LLC | 126,090 | $16.09M | 0.5% | +2.7% | 0.028% | |
1/17/2025 | Oxinas Partners Wealth Management LLC | 28,645 | $3.66M | 2.1% | +2.2% | 0.006% | |
1/17/2025 | Octavia Wealth Advisors LLC | 77,092 | $9.84M | 1.2% | +7.3% | 0.017% | |
1/17/2025 | ACT Wealth Management LLC | 238,579 | $30.44M | 14.2% | -0.8% | 0.053% | |
1/17/2025 | Atomi Financial Group Inc. | 8,923 | $1.14M | 0.1% | +53.9% | 0.002% | |
1/17/2025 | Monterey Private Wealth Inc. | 3,643 | $465K | 0.2% | +32.8% | 0.001% | |
1/17/2025 | Transform Wealth LLC | 10,797 | $1.38M | 0.1% | +35.8% | 0.002% | |
1/17/2025 | Alpha Cubed Investments LLC | 24,227 | $3.09M | 0.1% | +13.8% | 0.005% | |
1/17/2025 | Prosperity Planning Inc. | 1,960 | $250K | 0.1% | -12.1% | 0.000% | |
1/16/2025 | Charles Schwab Trust Co | 2,254 | $288K | 0.0% | +15.4% | 0.000% | |
1/16/2025 | Aspiriant LLC | 11,910 | $1.52M | 0.1% | +15.5% | 0.003% | |
1/16/2025 | Royal Fund Management LLC | 12,619 | $1.62M | 0.2% | -50.4% | 0.003% | |
1/16/2025 | Ballentine Partners LLC | 13,209 | $1.69M | 0.0% | +15.2% | 0.003% | |
1/16/2025 | Martel Wealth Advisors Inc | 677,586 | $86.45M | 16.9% | +4.7% | 0.150% | |
1/16/2025 | Culbertson A N & Co. Inc. | 28,053 | $3.58M | 0.6% | -0.8% | 0.006% | |
1/16/2025 | Pure Financial Advisors LLC | 2,270 | $290K | 0.0% | +34.8% | 0.001% | |
1/16/2025 | Tudor Financial Inc. | 3,001 | $383K | 0.2% | -13.0% | 0.001% | |
1/16/2025 | Koshinski Asset Management Inc. | 17,696 | $2.26M | 0.0% | -1.6% | 0.004% | |
1/16/2025 | Breakwater Investment Management | 42,253 | $5.39M | 2.3% | +12.5% | 0.009% | |
1/16/2025 | LaFleur & Godfrey LLC | 5,154 | $658K | 0.1% | +4.5% | 0.001% | |
1/16/2025 | Union Savings Bank | 43,781 | $5.59M | 2.7% | -5.5% | 0.010% | |
Stunning Trump Manhattan Project Now Underway (Ad) Just as I predicted, President Trump announced his #1 move during his first 100 days...
His allies are calling it Trump’s Manhattan Project. You simply have to see this.. |
1/16/2025 | Zhang Financial LLC | 279,520 | $35.66M | 2.0% | +1.9% | 0.062% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 31,368 | $4.00M | 0.1% | +337.1% | 0.007% | |
1/16/2025 | FLC Capital Advisors | 6,806 | $868K | 0.2% | N/A | 0.002% | |
1/16/2025 | Wealth Management Partners LLC | 30,892 | $3.94M | 1.7% | -5.3% | 0.007% | |
1/16/2025 | M.E. Allison & CO. Inc. | 19,371 | $2.47M | 2.7% | N/A | 0.004% | |
1/16/2025 | Scott Capital Advisors LLC | 8,611 | $1.10M | 0.3% | -1.7% | 0.002% | |
1/16/2025 | Diversify Advisory Services LLC | 18,112 | $2.28M | 0.1% | -3.9% | 0.004% | |
1/16/2025 | Diversify Wealth Management LLC | 16,082 | $2.03M | 0.2% | +1.6% | 0.004% | |
1/16/2025 | LVW Advisors LLC | 13,987 | $1.79M | 0.2% | +33.5% | 0.003% | |
1/16/2025 | Evanson Asset Management LLC | 55,120 | $7.03M | 0.5% | +0.5% | 0.012% | |