| 2/18/2025 | Western Wealth Management LLC | 15,722 | $302K | 0.1% | +4.6% | 0.169% | |
| 2/14/2025 | Jane Street Group LLC | 25,370 | $487K | 0.0% | -68.7% | 0.273% | |
| 2/14/2025 | Stifel Financial Corp | 36,868 | $707K | 0.0% | +32.0% | 0.396% | |
| 2/13/2025 | Mariner LLC | 13,193 | $253K | 0.0% | N/A | 0.142% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 646,289 | $12.40M | 11.0% | +5.4% | 6.949% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 545,457 | $10.46M | 0.0% | +5.5% | 5.865% | |
| 2/13/2025 | Wells Fargo & Company MN | 184,737 | $3.54M | 0.0% | N/A | 1.986% | |
| 2/12/2025 | Nicolet Advisory Services LLC | 542,704 | $10.43M | 1.0% | +1.6% | 5.836% | |
| 2/12/2025 | JPMorgan Chase & Co. | 583,350 | $11.19M | 0.0% | -4.3% | 6.273% | |
| 2/11/2025 | LPL Financial LLC | 631,078 | $12.10M | 0.0% | +61.7% | 6.786% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 28,021 | $537K | 0.0% | +83.3% | 0.301% | |
| 2/7/2025 | Oak Hill Wealth Advisors LLC | 10,875 | $209K | 0.0% | N/A | 0.117% | |
| 2/6/2025 | Raymond James Financial Inc. | 622,344 | $11.94M | 0.0% | N/A | 6.692% | |
| 2/5/2025 | Smartleaf Asset Management LLC | 11,115 | $213K | 0.0% | +65.6% | 0.120% | |
| 1/31/2025 | Global Retirement Partners LLC | 6,979 | $134K | 0.0% | +16.5% | 0.075% | |
| 1/31/2025 | Truist Financial Corp | 13,227 | $254K | 0.0% | -26.3% | 0.142% | |
| 1/31/2025 | Systelligence LLC | 478,880 | $9.19M | 2.3% | -0.5% | 5.149% | |
| 1/31/2025 | Principal Financial Group Inc. | 2,529,582 | $48.52M | 0.0% | +8.0% | 27.200% | |
| 1/30/2025 | Principal Securities Inc. | 849,222 | $16.29M | 0.4% | +16.0% | 9.131% | |
| 1/29/2025 | TFB Advisors LLC | 10,185 | $195K | 0.1% | N/A | 0.110% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 38,078 | $730K | 0.0% | +1.8% | 0.409% | |
| 1/28/2025 | Hobart Private Capital LLC | 67,551 | $1.30M | 0.3% | +68.0% | 0.726% | |
| 1/27/2025 | Legacy CG LLC | 254,928 | $4.89M | 1.5% | -0.3% | 2.741% | |
| 1/24/2025 | GPS Wealth Strategies Group LLC | 3,154 | $60K | 0.0% | +32.6% | 0.034% | |
| 1/24/2025 | McAdam LLC | 98,431 | $1.89M | 0.1% | +57.1% | 1.058% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 8,237 | $158K | 0.0% | +241.6% | 0.089% | |
| 1/23/2025 | Strategic Planning Group LLC | 1,051,167 | $20.16M | 3.7% | +5.2% | 11.303% | |
| 1/22/2025 | Fortress Wealth Management Inc. | 25,285 | $485K | 0.2% | -39.0% | 0.272% | |
| 1/22/2025 | PFG Investments LLC | 23,043 | $442K | 0.0% | +3.4% | 0.248% | |
| 1/21/2025 | Cyndeo Wealth Partners LLC | 880,460 | $16.89M | 1.1% | +1.9% | 9.467% | |
| 1/17/2025 | Cedar Point Capital Partners LLC | 196,176 | $3.76M | 2.5% | +2.3% | 2.109% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 16,257 | $312K | 0.0% | -21.3% | 0.175% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 55,014 | $1.06M | 0.0% | +42.4% | 0.592% | |
| 12/26/2024 | JPMorgan Chase & Co. | 609,578 | $11.91M | 0.0% | +12.7% | 6.555% | |
| 12/19/2024 | Principal Financial Group Inc. | 2,342,546 | $45.75M | 0.0% | +1.2% | 25.189% | |
| 11/15/2024 | MML Investors Services LLC | 13,771 | $269K | 0.0% | N/A | 0.148% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 36,563 | $714K | 0.0% | +45.8% | 0.393% | |
| 11/15/2024 | Jane Street Group LLC | 81,073 | $1.58M | 0.0% | N/A | 0.872% | |
| 11/15/2024 | Stifel Financial Corp | 27,936 | $546K | 0.0% | N/A | 0.300% | |
| 11/12/2024 | Nicolet Advisory Services LLC | 534,036 | $10.40M | 1.0% | -32.1% | 5.742% | |
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| 11/5/2024 | Systelligence LLC | 481,186 | $9.40M | 2.3% | -1.0% | 5.174% | |
| 10/31/2024 | Principal Financial Group Inc. | 2,342,546 | $45.75M | 0.0% | +1.2% | 25.189% | |
| 10/30/2024 | Legacy CG LLC | 255,706 | $4.99M | 1.6% | -0.5% | 2.750% | |
| 10/29/2024 | Cedar Point Capital Partners LLC | 191,808 | $3.75M | 2.6% | -26.9% | 2.062% | |
| 10/28/2024 | Principal Securities Inc. | 731,823 | $14.29M | 0.3% | +89.4% | 7.869% | |
| 10/24/2024 | PFG Investments LLC | 22,290 | $435K | 0.0% | N/A | 0.240% | |
| 10/23/2024 | PSI Advisors LLC | 5,824 | $114K | 0.0% | -21.0% | 0.063% | |
| 10/22/2024 | McAdam LLC | 62,644 | $1.22M | 0.1% | N/A | 0.674% | |
| 10/19/2024 | Cyndeo Wealth Partners LLC | 864,409 | $16.88M | 1.2% | +3.0% | 9.295% | |
| 10/18/2024 | Fortress Wealth Management Inc. | 41,453 | $810K | 0.4% | -70.9% | 0.446% | |
| 10/2/2024 | First Community Trust NA | 4,225 | $83K | 0.1% | N/A | 0.045% | |
| 8/21/2024 | Truist Financial Corp | 47,105 | $897K | 0.0% | -63.8% | 0.507% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 200,984 | $3.83M | 0.0% | +14.1% | 2.161% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 23,543 | $449K | 0.0% | +7.6% | 0.253% | |
| 7/30/2024 | AJ Advisors LLC | 98,509 | $1.88M | 1.0% | -2.6% | 1.059% | |
| 7/30/2024 | Hobart Private Capital LLC | 30,756 | $586K | 0.2% | +34.8% | 0.331% | |
| 7/29/2024 | Principal Financial Group Inc. | 2,315,177 | $44.11M | 0.0% | +1.6% | 24.894% | |
| 7/29/2024 | Ameritas Advisory Services LLC | 38,477 | $733K | 0.0% | +1.9% | 0.414% | |
| 7/25/2024 | Systelligence LLC | 485,859 | $9.26M | 2.5% | -0.9% | 5.224% | |
| 7/23/2024 | PSI Advisors LLC | 7,374 | $140K | 0.0% | -29.7% | 0.079% | |
| 7/22/2024 | Legacy CG LLC | 257,082 | $4.90M | 1.7% | N/A | 2.764% | |
| 7/17/2024 | Redhawk Wealth Advisors Inc. | 568,528 | $10.83M | 1.7% | N/A | 6.113% | |
| 7/16/2024 | Cedar Point Capital Partners LLC | 262,462 | $5M | 3.7% | +2.8% | 2.822% | |
| 7/16/2024 | Fortress Wealth Management Inc. | 142,588 | $2.72M | 1.4% | -0.6% | 1.533% | |
| 5/22/2024 | Cedar Point Capital Partners LLC | 255,321 | $4.89M | 3.7% | +2.2% | 2.745% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 524,331 | $10.05M | 0.3% | +9.0% | 5.638% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 766,963 | $14.60M | 1.5% | +2.1% | 8.247% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 20,598 | $395K | 0.0% | +24.1% | 0.221% | |
| 4/29/2024 | Principal Financial Group Inc. | 2,279,053 | $43.67M | 0.0% | +1.1% | 25.183% | |
| 4/26/2024 | AJ Advisors LLC | 101,168 | $1.94M | 1.1% | -4.1% | 1.118% | |
| 4/15/2024 | Hobart Private Capital LLC | 22,817 | $437K | 0.1% | N/A | 0.252% | |
| 4/12/2024 | Strategic Planning Group LLC | 459,137 | $8.80M | 2.1% | +34.6% | 7.848% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 1,600 | $30K | 0.0% | N/A | 0.027% | |
| 2/12/2024 | Fortress Wealth Management Inc. | 130,766 | $2.47M | 1.3% | N/A | 2.235% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 27,203 | $516K | 0.0% | N/A | 0.465% | |
| 2/7/2024 | Principal Financial Group Inc. | 2,253,410 | $42.50M | 0.0% | +2.6% | 38.520% | |
| 2/7/2024 | Principal Securities Inc. | 235,322 | $4.44M | 0.2% | N/A | 4.023% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 33,830 | $638K | 0.0% | N/A | 0.578% | |
| 2/3/2024 | Cedar Point Capital Partners LLC | 249,749 | $4.71M | 3.9% | N/A | 4.269% | |
| 1/24/2024 | AJ Advisors LLC | 105,456 | $1.99M | 1.2% | N/A | 1.803% | |
| 1/22/2024 | Wright Fund Management LLC | 21,978 | $415K | 0.0% | N/A | 0.376% | |
| 1/12/2024 | Cyndeo Wealth Partners LLC | 811,747 | $15.31M | 1.4% | +1.1% | 13.876% | |
| 1/8/2024 | Systelligence LLC | 491,001 | $9.26M | 2.5% | -8.3% | 8.393% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 56,992 | $1.03M | 0.0% | +200.1% | 0.974% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 33,545 | $605K | 0.0% | -51.6% | 0.573% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 28,473 | $514K | 0.0% | -29.8% | 0.487% | |
| 10/13/2023 | PSI Advisors LLC | 10,501 | $190K | 0.1% | -10.7% | 0.180% | |
| 10/10/2023 | Cyndeo Wealth Partners LLC | 802,634 | $14.49M | 1.5% | +2.9% | 13.720% | |
| 10/10/2023 | Systelligence LLC | 535,497 | $9.67M | 2.7% | +30.9% | 9.154% | |
| 8/11/2023 | Ameritas Investment Partners Inc. | 392,866 | $7.21M | 0.3% | N/A | 6.716% | |
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad) We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America.
Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking.
And he believes Trump could soon release this frozen asset to the public.
But something even more spectacular is bound to happen. And those who know what to expect could make |
| 8/10/2023 | Moran Wealth Management LLC | 329,424 | $6.05M | 0.2% | N/A | 5.631% | |
| 8/3/2023 | AJ Advisors LLC | 126,686 | $2.33M | 1.6% | -3.2% | 2.166% | |
| 7/31/2023 | LPL Financial LLC | 31,812 | $584K | 0.0% | +12.0% | 0.707% | |
| 7/27/2023 | Cyndeo Wealth Partners LLC | 779,847 | $14.31M | 1.5% | N/A | 17.330% | |
| 7/21/2023 | Activest Wealth Management | 62,662 | $1.12M | 0.8% | N/A | 1.392% | |
| 7/21/2023 | PSI Advisors LLC | 11,759 | $216K | 0.1% | -16.5% | 0.261% | |
| 7/13/2023 | Systelligence LLC | 409,044 | $7.51M | 2.4% | N/A | 9.090% | |
| 5/11/2023 | Envestnet Asset Management Inc. | 37,742 | $691K | 0.0% | +3.2% | 0.839% | |
| 5/9/2023 | Principal Financial Group Inc. | 2,195,517 | $40.20M | 0.0% | -27.9% | 48.789% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 18,744 | $343K | 0.0% | N/A | 0.417% | |
