| 5/15/2025 | Royal Bank of Canada | 527,526 | $9.32M | 0.0% | +29.3% | 10.657% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 29,746 | $522K | 0.0% | +2.0% | 0.601% | |
| 5/8/2025 | SPC Financial Inc. | 24,858 | $439K | 0.0% | -14.9% | 0.502% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,032 | $195K | 0.0% | N/A | 0.223% | |
| 5/6/2025 | Cetera Investment Advisers | 23,619 | $417K | 0.0% | -48.6% | 0.477% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 23,741 | $419K | 0.0% | -95.8% | 0.480% | |
| 4/23/2025 | Madrona Financial Services LLC | 27,798 | $491K | 0.1% | +4.5% | 0.562% | |
| 4/23/2025 | FORM Wealth Advisors LLC | 12,754 | $225K | 0.0% | N/A | 0.258% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 26,922 | $476K | 0.0% | -11.9% | 0.544% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 12,264 | $218K | 0.0% | N/A | 0.248% | |
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| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 53,771 | $950K | 0.0% | +1.7% | 1.086% | |
| 4/10/2025 | Whipplewood Advisors LLC | 97,059 | $1.72M | 0.5% | +178.8% | 1.961% | |
| 4/9/2025 | Websterrogers Financial Advisors LLC | 92,849 | $1.64M | 0.6% | +4.2% | 1.876% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 52,871 | $961K | 0.0% | N/A | 1.068% | |
| 2/17/2025 | Cetera Investment Advisers | 45,980 | $836K | 0.0% | -23.6% | 0.786% | |
| 2/14/2025 | Stifel Financial Corp | 13,803 | $251K | 0.0% | -11.9% | 0.236% | |
| 2/13/2025 | Jaffetilchin Investment Partners LLC | 566,388 | $10.29M | 0.7% | -2.5% | 9.682% | |
| 2/13/2025 | Raymond James Financial Inc. | 70,741 | $1.29M | 0.0% | N/A | 1.209% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 12,186 | $221K | 0.0% | -11.7% | 0.208% | |
| 2/6/2025 | Raymond James Financial Inc. | 70,741 | $1.29M | 0.0% | N/A | 1.209% | |
| 2/6/2025 | SPC Financial Inc. | 29,208 | $531K | 0.0% | -8.0% | 0.499% | |
| 2/5/2025 | Whipplewood Advisors LLC | 34,812 | $633K | 0.4% | N/A | 0.595% | |
| 1/30/2025 | L.M. Kohn & Company | 18,238 | $331K | 0.1% | -6.9% | 0.312% | |
| 1/30/2025 | White Pine Capital LLC | 13,874 | $252K | 0.1% | -22.7% | 0.237% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 29,160 | $533K | 0.0% | +8.3% | 0.498% | |
| 1/17/2025 | Madrona Financial Services LLC | 26,597 | $483K | 0.1% | -4.2% | 0.455% | |
| 1/14/2025 | Websterrogers Financial Advisors LLC | 89,106 | $1.62M | 0.6% | +2.5% | 1.523% | |
| 11/15/2024 | Jane Street Group LLC | 33,476 | $658K | 0.0% | +69.6% | 0.572% | |
| 11/15/2024 | Stifel Financial Corp | 15,663 | $308K | 0.0% | -17.2% | 0.268% | |
| 11/14/2024 | L.M. Kohn & Company | 19,588 | $385K | 0.1% | +6.3% | 0.335% | |
| 11/4/2024 | Jaffetilchin Investment Partners LLC | 580,706 | $11.41M | 0.9% | +6.6% | 9.927% | |
| 8/22/2024 | Cetera Investment Advisers | 83,222 | $1.54M | 0.0% | +1.4% | 1.423% | |
| 8/21/2024 | SPC Financial Inc. | 31,518 | $582K | 0.1% | -8.7% | 0.539% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 14,591 | $269K | 0.0% | -14.3% | 0.249% | |
| 7/30/2024 | Jaffetilchin Investment Partners LLC | 544,634 | $10.05M | 0.9% | +5.2% | 9.310% | |
| 7/20/2024 | Madrona Financial Services LLC | 27,770 | $512K | 0.2% | +20.1% | 0.475% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 13,267 | $245K | 0.0% | -4.2% | 0.227% | |
| 7/12/2024 | Websterrogers Financial Advisors LLC | 86,206 | $1.59M | 0.6% | +7.5% | 1.474% | |
| 5/24/2024 | Cetera Advisors LLC | 72,882 | $1.41M | 0.0% | +465.6% | 1.246% | |
| 5/24/2024 | Cetera Investment Advisers | 82,058 | $1.59M | 0.0% | +25.2% | 1.403% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 517,928 | $10.03M | 0.9% | N/A | 8.853% | |
| 5/9/2024 | Camelot Portfolios LLC | 16,613 | $322K | 0.3% | -56.6% | 0.284% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 13,850 | $268K | 0.0% | -9.5% | 0.237% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 52,871 | $1.02M | 0.2% | +2.5% | 0.896% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 15,299 | $285K | 0.0% | +33.1% | 0.247% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 1,400 | $26K | 0.0% | N/A | 0.023% | |
| 2/5/2024 | White Pine Capital LLC | 23,764 | $443K | 0.2% | -50.4% | 0.383% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 15,299 | $286K | 0.0% | +33.1% | 0.247% | |
| 2/1/2024 | CWM LLC | 3,478 | $65K | 0.0% | -67.1% | 0.056% | |
| 1/25/2024 | Madrona Financial Services LLC | 23,169 | $432K | 0.2% | +7.9% | 0.374% | |
| 1/24/2024 | International Assets Investment Management LLC | 5,662 | $105K | 0.0% | N/A | 0.091% | |
| 1/23/2024 | Camelot Portfolios LLC | 38,310 | $714K | 0.4% | +54.3% | 0.618% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 58,257 | $1.09M | 0.0% | -6.0% | 0.940% | |
| 1/16/2024 | Raymond James & Associates | 14,415 | $268K | 0.0% | +15.7% | 0.233% | |
| 11/13/2023 | LPL Financial LLC | 194,892 | $3.43M | 0.0% | -14.5% | 3.143% | |
| 11/13/2023 | Envestnet Portfolio Solutions Inc. | 11,491 | $202K | 0.0% | N/A | 0.185% | |
| 11/9/2023 | White Pine Capital LLC | 47,912 | $844K | 0.3% | -31.3% | 0.773% | |
| 11/9/2023 | SPC Financial Inc. | 40,018 | $705K | 0.1% | -26.0% | 0.645% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 11,491 | $203K | 0.0% | +8.7% | 0.185% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 61,980 | $1.09M | 0.0% | -6.2% | 1.000% | |
| 10/24/2023 | Solitude Financial Services | 181,520 | $3.20M | 1.8% | +3.9% | 2.928% | |
| 10/24/2023 | Raymond James & Associates | 12,460 | $219K | 0.0% | -14.2% | 0.201% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 17,882 | $315K | 0.0% | -35.5% | 0.288% | |
| 10/20/2023 | Camelot Portfolios LLC | 24,835 | $437K | 0.4% | -44.8% | 0.401% | |
| 10/11/2023 | CWM LLC | 10,569 | $186K | 0.0% | N/A | 0.170% | |
| 8/10/2023 | Cetera Investment Advisers | 74,505 | $1.37M | 0.0% | -1.1% | 1.202% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 10,572 | $195K | 0.0% | N/A | 0.171% | |
| 8/3/2023 | SPC Financial Inc. | 54,048 | $991K | 0.1% | -1.6% | 0.872% | |
| 7/31/2023 | LPL Financial LLC | 228,071 | $4.18M | 0.0% | -1.2% | 3.679% | |
| 7/26/2023 | Websterrogers Financial Advisors LLC | 83,478 | $1.53M | 0.7% | +2.6% | 1.346% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 66,051 | $1.21M | 0.0% | -9.1% | 1.065% | |
| 7/25/2023 | Raymond James & Associates | 14,519 | $266K | 0.0% | -70.5% | 0.234% | |
| 7/25/2023 | Camelot Portfolios LLC | 44,965 | $825K | 0.5% | -3.1% | 0.725% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 32,577 | $597K | 0.0% | -1.8% | 0.525% | |
| 7/6/2023 | Solitude Financial Services | 174,695 | $3.20M | 1.8% | +8.8% | 2.818% | |
| 5/10/2023 | LPL Financial LLC | 230,921 | $4.29M | 0.0% | +0.8% | 3.695% | |
| 5/9/2023 | SPC Financial Inc. | 54,948 | $1.02M | 0.1% | +1.1% | 0.879% | |
| 5/9/2023 | Laffer Tengler Investments | 37,750 | $701K | 0.2% | -9.1% | 0.604% | |
| 5/9/2023 | White Pine Capital LLC | 96,768 | $1.80M | 0.7% | -4.9% | 1.548% | |
| 5/8/2023 | Delta Investment Management LLC | 28,513 | $529K | 0.2% | +2.2% | 0.456% | |
| 5/3/2023 | Websterrogers Financial Advisors LLC | 81,335 | $1.51M | 0.7% | -7.6% | 1.301% | |
| 4/25/2023 | Solitude Financial Services | 160,537 | $2.98M | 1.9% | +5.0% | 2.569% | |
| 4/20/2023 | Camelot Portfolios LLC | 46,425 | $862K | 0.6% | +5.8% | 0.743% | |
| 4/18/2023 | IFP Advisors Inc | 10,985 | $266K | 0.0% | -41.5% | 0.176% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 72,637 | $1.35M | 0.0% | -3.0% | 1.162% | |
| 3/6/2023 | OLD Mission Capital LLC | 2,134 | $38K | 0.0% | N/A | 0.034% | |
| 2/10/2023 | Advisor Group Holdings Inc. | 138,213 | $2.49M | 0.0% | +14.2% | 0.000% | |
| 2/10/2023 | Laffer Tengler Investments | 41,528 | $749K | 0.2% | +143.3% | 0.000% | |
| 2/9/2023 | Mercer Global Advisors Inc. ADV | 10,451 | $189K | 0.0% | -49.3% | 0.000% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 74,906 | $1.35M | 0.0% | -1.0% | 0.000% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
| 2/8/2023 | L.M. Kohn & Company | 17,673 | $319K | 0.1% | +14.0% | 0.000% | |
| 2/8/2023 | Raymond James & Associates | 48,906 | $882K | 0.0% | -17.8% | 0.000% | |
| 2/8/2023 | Belpointe Asset Management LLC | 4,069 | $73K | 0.0% | -35.4% | 0.000% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 26,968 | $486K | 0.0% | -4.1% | 0.000% | |
| 2/7/2023 | LPL Financial LLC | 229,087 | $4.13M | 0.0% | -2.3% | 0.000% | |
| 2/7/2023 | IFP Advisors Inc | 18,765 | $458K | 0.0% | -9.0% | 0.000% | |
| 2/7/2023 | Envestnet Asset Management Inc. | 83,454 | $1.51M | 0.0% | +12.0% | 0.000% | |
| 2/6/2023 | Websterrogers Financial Advisors LLC | 87,988 | $1.59M | 0.8% | -6.5% | 0.000% | |
| 2/1/2023 | SPC Financial Inc. | 54,365 | $981K | 0.1% | -3.7% | 0.000% | |
| 1/25/2023 | Camelot Portfolios LLC | 43,874 | $791K | 0.6% | +96.3% | 0.000% | |
