| 5/15/2024 | Beaird Harris Wealth Management LLC | 20,513 | $800K | 0.1% | -1.6% | 0.002% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 26,029 | $1.02M | 0.1% | -2.2% | 0.003% | |
| 5/15/2024 | Quantum Capital Management LLC NJ | 101,305 | $3.95M | 0.4% | +0.3% | 0.011% | |
| 5/14/2024 | EP Wealth Advisors LLC | 130,743 | $5.10M | 0.1% | -3.6% | 0.014% | |
| 5/14/2024 | OLD Mission Capital LLC | 1,403,083 | $54.75M | 0.9% | N/A | 0.146% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 66,491 | $2.59M | 0.1% | +17.4% | 0.007% | |
|
| 5/14/2024 | CreativeOne Wealth LLC | 6,756 | $264K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | TFO Wealth Partners LLC | 30,912 | $1.21M | 0.2% | -1.3% | 0.003% | |
| 5/14/2024 | Elgethun Capital Management | 142,811 | $5.57M | 1.4% | +11.5% | 0.015% | |
| 5/14/2024 | InterOcean Capital Group LLC | 8,584 | $335K | 0.0% | -29.7% | 0.001% | |
| 5/14/2024 | Pitcairn Co. | 113,175 | $4.42M | 0.3% | N/A | 0.012% | |
| 5/14/2024 | Owen LaRue LLC | 102,164 | $3.99M | 2.5% | +278.9% | 0.011% | |
| 5/14/2024 | Twin Capital Management Inc. | 11,457 | $273K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 1,427,443 | $55.70M | 2.6% | -1.5% | 0.149% | |
| 5/13/2024 | Bessemer Group Inc. | 3,204,741 | $125.05M | 0.2% | +3.5% | 0.334% | |
| 5/13/2024 | Index Fund Advisors Inc. | 6,314 | $246K | 0.0% | -46.1% | 0.001% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 104,180 | $4.07M | 0.0% | +558.6% | 0.011% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 37,241 | $1.45M | 0.0% | +1.4% | 0.004% | |
| 5/11/2024 | Peak Asset Management LLC | 5,977 | $233K | 0.0% | N/A | 0.001% | |
| 5/11/2024 | Cynosure Group LLC | 34,110 | $1.33M | 0.2% | -8.1% | 0.004% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 12,592 | $491K | 0.1% | -13.5% | 0.001% | |
| 5/11/2024 | Edgestream Partners L.P. | 10,352 | $404K | 0.0% | N/A | 0.001% | |
| 5/11/2024 | Patten & Patten Inc. TN | 6,709 | $262K | 0.0% | -17.3% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,077,222 | $42.04M | 0.1% | +2.6% | 0.112% | |
| 5/10/2024 | Blue Barn Wealth LLC | 301,969 | $11.78M | 6.6% | +0.2% | 0.032% | |
| 5/10/2024 | Fiducient Advisors LLC | 7,449 | $291K | 0.1% | -18.0% | 0.001% | |
| 5/10/2024 | TIAA Trust National Association | 21,649 | $845K | 0.0% | +33.6% | 0.002% | |
| 5/10/2024 | Garrison Asset Management LLC | 52,876 | $2.06M | 1.1% | -0.6% | 0.006% | |
| 5/10/2024 | Cooper Haims Advisors LLC | 33,939 | $1.32M | 0.8% | -27.3% | 0.004% | |
| 5/10/2024 | First Foundation Advisors | 5,747 | $224K | 0.0% | -4.7% | 0.001% | |
| 5/10/2024 | Towercrest Capital Management | 416,186 | $16.24M | 2.7% | -0.5% | 0.043% | |
| 5/10/2024 | Pinkerton Retirement Specialists LLC | 780,072 | $30.44M | 4.9% | -12.3% | 0.081% | |
| 5/10/2024 | Kelman Lazarov Inc. | 216,600 | $8.45M | 1.7% | -0.2% | 0.023% | |
| 5/10/2024 | Truepoint Inc. | 2,130,590 | $83.14M | 2.4% | -3.3% | 0.222% | |
| 5/10/2024 | Garrison Point Advisors LLC | 31,166 | $1.22M | 0.8% | +23.5% | 0.003% | |
| 5/10/2024 | Lindenwold Advisors INC | 26,470 | $1.03M | 0.6% | -58.7% | 0.003% | |
| 5/10/2024 | Nwam LLC | 75,707 | $2.95M | 0.2% | +20.3% | 0.008% | |
| 5/10/2024 | Reston Wealth Management LLC | 122,072 | $4.76M | 1.9% | +4.1% | 0.013% | |
| 5/9/2024 | Forum Financial Management LP | 418,786 | $16.34M | 0.3% | +2,667.4% | 0.044% | |
| 5/9/2024 | Barden Capital Management Inc. | 97,551 | $3.81M | 3.7% | -24.8% | 0.010% | |
The most important AI company you've never heard of (Ad) Because this small company solves the BIGGEST problem with Nvidia's AI chips.
Already, Amazon, Microsoft, Google and others are lining up to get this company's products. Get the full story on this secret AI company poised for massive growth |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 36,219 | $1.41M | 0.1% | -4.9% | 0.004% | |
| 5/9/2024 | Brighton Jones LLC | 52,532 | $2.05M | 0.1% | -2.0% | 0.005% | |
| 5/9/2024 | ProVise Management Group LLC | 90,513 | $3.53M | 0.3% | -4.9% | 0.009% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 47,291 | $1.85M | 0.0% | +14.7% | 0.005% | |
| 5/9/2024 | Blair William & Co. IL | 87,409 | $3.41M | 0.0% | +16.1% | 0.009% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 303,656 | $11.85M | 0.4% | +2.5% | 0.032% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 22,832 | $891K | 0.0% | -5.2% | 0.002% | |
| 5/9/2024 | Clearwater Capital Advisors LLC | 47,587 | $1.86M | 0.2% | +4.3% | 0.005% | |
| 5/9/2024 | JDM Financial Group LLC | 1,640 | $64K | 0.0% | +156.3% | 0.000% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 76,321,924 | $2.98B | 4.1% | +2.6% | 7.963% | |
| 5/9/2024 | Texas Yale Capital Corp. | 100,860 | $3.94M | 0.2% | -3.1% | 0.011% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 115,154 | $4.49M | 0.5% | -11.5% | 0.012% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 64,893 | $2.53M | 0.6% | -3.4% | 0.007% | |
| 5/8/2024 | Bell Investment Advisors Inc | 252,269 | $9.84M | 1.9% | +2.1% | 0.026% | |
| 5/8/2024 | MAI Capital Management | 620,276 | $24.20M | 0.3% | +542.0% | 0.065% | |
| 5/8/2024 | Sheets Smith Wealth Management | 61,603 | $2.40M | 0.3% | -85.7% | 0.006% | |
| 5/8/2024 | Bleakley Financial Group LLC | 60,895 | $2.38M | 0.1% | -1.7% | 0.006% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 534,390 | $20.85M | 0.2% | +75.9% | 0.056% | |
| 5/8/2024 | US Bancorp DE | 293,756 | $11.46M | 0.0% | -38.3% | 0.031% | |
| 5/8/2024 | Cornerstone Planning Group LLC | 12,159 | $468K | 0.1% | -23.0% | 0.001% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 12,174 | $475K | 0.0% | -16.3% | 0.001% | |
| 5/8/2024 | QRG Capital Management Inc. | 5,928 | $231K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Watershed Private Wealth LLC | 29,600 | $1.16M | 0.5% | -15.5% | 0.003% | |
| 5/7/2024 | Capital Square LLC | 37,160 | $1.45M | 1.0% | N/A | 0.004% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 11,655 | $455K | 0.0% | -12.8% | 0.001% | |
| 5/7/2024 | NorthRock Partners LLC | 17,895 | $698K | 0.1% | -22.3% | 0.002% | |
| 5/7/2024 | Sei Investments Co. | 14,641 | $571K | 0.0% | +122.6% | 0.002% | |
| 5/7/2024 | Abbrea Capital LLC | 137,292 | $5.36M | 0.7% | +1.0% | 0.014% | |
| 5/7/2024 | Chilton Capital Management LLC | 159,589 | $6.23M | 0.3% | -0.6% | 0.017% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 10,353 | $404K | 0.0% | -11.3% | 0.001% | |
| 5/7/2024 | Atomi Financial Group Inc. | 464,616 | $18.13M | 1.7% | +555.4% | 0.048% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 17,076 | $666K | 0.1% | +214.1% | 0.002% | |
| 5/7/2024 | WealthPLAN Partners LLC | 481,844 | $18.80M | 1.9% | +0.4% | 0.050% | |
| 5/7/2024 | BOS Asset Management LLC | 6,993 | $273K | 0.1% | -65.9% | 0.001% | |
| 5/7/2024 | Facet Wealth Inc. | 57,199 | $2.22M | 0.1% | +41.4% | 0.006% | |
| 5/7/2024 | PFG Advisors | 8,265 | $322K | 0.0% | +12.3% | 0.001% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 333,253 | $13.00M | 0.4% | +12.7% | 0.035% | |
| 5/7/2024 | Wealthspire Advisors LLC | 4,906,821 | $191.46M | 2.6% | -4.1% | 0.512% | |
| 5/7/2024 | Empowered Funds LLC | 127,918 | $4.99M | 0.1% | N/A | 0.013% | |
| 5/7/2024 | Motive Wealth Advisors | 73,460 | $2.87M | 1.7% | +19.7% | 0.008% | |
| 5/7/2024 | Stokes Family Office LLC | 366,048 | $14.28M | 1.8% | +11.2% | 0.038% | |
| 5/6/2024 | Gill Capital Partners LLC | 127,424 | $4.80M | 1.9% | +0.4% | 0.013% | |
| 5/6/2024 | Kades & Cheifetz LLC | 64,257 | $2.51M | 1.6% | +0.8% | 0.007% | |
| 5/6/2024 | Advisory Alpha LLC | 8,844 | $345K | 0.0% | -34.7% | 0.001% | |
| 5/4/2024 | Blue Square Asset Management LLC | 202,655 | $7.91M | 5.2% | -19.8% | 0.021% | |
| 5/4/2024 | PrairieView Partners LLC | 77,620 | $3.03M | 0.3% | -2.6% | 0.008% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 32,806 | $1.28M | 0.6% | +34.5% | 0.003% | |
| 5/4/2024 | Vista Capital Partners Inc. | 7,888 | $308K | 0.0% | +13.3% | 0.001% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 12,288 | $479K | 0.0% | -6.3% | 0.001% | |
| 5/4/2024 | Essex LLC | 340,665 | $13.29M | 3.1% | +1.9% | 0.036% | |
Elon to Transform U.S. Economy? (Ad) A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites.
And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth. One company holds a near-total monopoly on it. |
| 5/4/2024 | Silver Oak Advisory Group Inc. | 11,034 | $431K | 0.2% | -3.8% | 0.001% | |
| 5/4/2024 | Gould Asset Management LLC CA | 30,865 | $1.20M | 0.3% | +0.9% | 0.003% | |
| 5/4/2024 | Paulson Wealth Management Inc. | 18,510 | $722K | 0.2% | -21.2% | 0.002% | |
| 5/4/2024 | Csenge Advisory Group | 43,129 | $1.68M | 0.1% | -2.5% | 0.004% | |
| 5/4/2024 | Joseph P. Lucia & Associates LLC | 5,582 | $218K | 0.1% | -6.3% | 0.001% | |
| 5/3/2024 | Signaturefd LLC | 90,141 | $3.52M | 0.1% | +0.6% | 0.009% | |
| 5/3/2024 | FDx Advisors Inc. | 35,009 | $1.37M | 0.2% | -23.7% | 0.004% | |
| 5/3/2024 | Embree Financial Group | 70,773 | $2.76M | 0.5% | -0.6% | 0.007% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 524,623 | $20.47M | 1.0% | +20.6% | 0.055% | |
| 5/3/2024 | Larson Financial Group LLC | 14,813 | $578K | 0.0% | -13.3% | 0.002% | |
