| 8/15/2025 | Florida Financial Advisors LLC | 6,921 | $227K | 0.1% | -26.4% | 0.176% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 6,921 | $227K | 0.0% | -28.0% | 0.176% | |
| 8/14/2025 | Florida Financial Advisors LLC | 6,921 | $227K | 0.2% | -26.4% | 0.176% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 885 | $29K | 0.0% | +145.2% | 0.023% | |
| 8/8/2025 | Cetera Investment Advisers | 8,987 | $294K | 0.0% | N/A | 0.229% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 30,191 | $988K | 0.0% | -26.9% | 0.768% | |
| 7/18/2025 | Truist Financial Corp | 15,452 | $506K | 0.0% | -3.2% | 0.393% | |
| 7/14/2025 | AdvisorNet Financial Inc | 3,951 | $129K | 0.0% | N/A | 0.101% | |
| 7/7/2025 | Roxbury Financial LLC | 4,132 | $135K | 0.1% | +11.9% | 0.105% | |
| 5/15/2025 | Royal Bank of Canada | 19,070 | $610K | 0.0% | +4,045.7% | 0.477% | |
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| 5/12/2025 | National Bank of Canada FI | 27,666 | $885K | 0.0% | +12.2% | 0.692% | |
| 5/9/2025 | MWA Asset Management | 6,304 | $202K | 0.1% | N/A | 0.158% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 49,670 | $1.59M | 0.0% | +14.5% | 1.242% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 12,554 | $401K | 0.0% | +725.9% | 0.314% | |
| 5/1/2025 | Florida Financial Advisors LLC | 9,399 | $301K | 0.1% | -13.9% | 0.235% | |
| 5/1/2025 | CWM LLC | 20,628 | $660K | 0.0% | +116.8% | 0.516% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 41,318 | $1.32M | 0.0% | +114.3% | 1.033% | |
| 4/9/2025 | Roxbury Financial LLC | 3,693 | $120K | 0.1% | +1,087.5% | 0.092% | |
| 2/17/2025 | CoreCap Advisors LLC | 4,494 | $142K | 0.0% | +77.3% | 0.108% | |
| 2/17/2025 | Citadel Advisors LLC | 6,648 | $210K | 0.0% | N/A | 0.160% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 19,277 | $609K | 0.0% | -33.7% | 0.465% | |
| 2/12/2025 | National Bank of Canada FI | 24,666 | $780K | 0.0% | +105.6% | 0.594% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 12,035 | $380K | 0.0% | +8.5% | 0.290% | |
| 2/12/2025 | Florida Financial Advisors LLC | 10,911 | $345K | 0.2% | +8.1% | 0.263% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 430,970 | $13.62M | 0.0% | +7.2% | 10.385% | |
| 2/6/2025 | Cullen Frost Bankers Inc. | 1,520 | $48K | 0.0% | +30.0% | 0.037% | |
| 2/6/2025 | Proficio Capital Partners LLC | 178,444 | $5.64M | 0.1% | N/A | 4.300% | |
| 2/5/2025 | Proficio Capital Partners LLC | 178,444 | $5.64M | 0.0% | N/A | 4.300% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 43,384 | $1.37M | 0.0% | +14.3% | 1.045% | |
| 11/18/2024 | Sunbelt Securities Inc. | 5,460 | $178K | 0.0% | +14.9% | 0.132% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 11,090 | $362K | 0.0% | +13.8% | 0.267% | |
| 11/15/2024 | National Bank of Canada FI | 12,000 | $392K | 0.0% | -5.0% | 0.289% | |
| 11/13/2024 | FMR LLC | 6,403 | $209K | 0.0% | +107.4% | 0.154% | |
| 11/8/2024 | MWA Asset Management | 6,544 | $214K | 0.1% | N/A | 0.158% | |
| 10/22/2024 | Private Advisor Group LLC | 9,384 | $307K | 0.0% | -34.3% | 0.226% | |
| 10/8/2024 | CWM LLC | 6,180 | $202K | 0.0% | +72.1% | 0.149% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 377,761 | $11.34M | 0.0% | +8.4% | 9.103% | |
| 7/24/2024 | Traynor Capital Management Inc. | 87,238 | $2.62M | 0.2% | N/A | 2.102% | |
| 7/24/2024 | &PARTNERS | 96,831 | $2.91M | 0.1% | -1.1% | 2.333% | |
| 7/11/2024 | Pacifica Partners Inc. | 1,000 | $30K | 0.0% | N/A | 0.024% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.” Discover the coin that could define Trump’s crypto presidency. |
| 7/10/2024 | CWM LLC | 3,590 | $108K | 0.0% | +11.6% | 0.087% | |
| 5/2/2024 | Lincoln National Corp | 113,062 | $3.53M | 0.1% | +0.6% | 2.738% | |
| 4/30/2024 | Private Advisor Group LLC | 17,429 | $544K | 0.0% | N/A | 0.422% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 348,441 | $10.88M | 0.0% | +5.4% | 8.437% | |
| 4/11/2024 | &PARTNERS | 97,931 | $3.06M | 0.4% | +1.8% | 2.418% | |
| 2/6/2024 | Lincoln National Corp | 112,346 | $3.28M | 0.1% | N/A | 2.774% | |
| 2/6/2024 | National Bank of Canada FI | 12,634 | $370K | 0.0% | N/A | 0.312% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 41,822 | $1.22M | 0.0% | +67.7% | 1.033% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 10,710 | $313K | 0.0% | -94.8% | 0.264% | |
| 1/9/2024 | &PARTNERS | 96,213 | $2.81M | 0.7% | -3.1% | 2.376% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 206,178 | $5.67M | 0.1% | +2.6% | 5.091% | |
| 11/8/2023 | Kestra Private Wealth Services LLC | 24,946 | $686K | 0.0% | -19.1% | 0.616% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 7,468 | $205K | 0.0% | N/A | 0.184% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 290,378 | $7.99M | 0.0% | -6.9% | 7.170% | |
| 10/6/2023 | &PARTNERS | 99,253 | $2.73M | 1.2% | -2.3% | 2.451% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 311,997 | $8.70M | 0.0% | -39.2% | 7.704% | |
| 8/8/2023 | Kestra Private Wealth Services LLC | 30,845 | $860K | 0.0% | -18.7% | 0.762% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 200,858 | $5.60M | 0.1% | +23.8% | 4.959% | |
| 8/2/2023 | Sigma Planning Corp | 7,611 | $212K | 0.0% | -14.8% | 0.188% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,929 | $277K | 0.0% | -13.8% | 0.245% | |
| 7/5/2023 | Wiley BROS. Aintree Capital LLC | 101,583 | $2.83M | 1.3% | -2.4% | 2.508% | |
| 5/11/2023 | Commonwealth Equity Services LLC | 513,491 | $13.99M | 0.0% | -8.4% | 12.679% | |
| 5/8/2023 | Sigma Planning Corp | 8,937 | $244K | 0.0% | -7.5% | 0.221% | |
| 4/6/2023 | Wiley BROS. Aintree Capital LLC | 104,080 | $2.84M | 1.4% | +1.2% | 2.570% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 162,223 | $4.57M | 0.1% | N/A | 0.000% | |
| 2/8/2023 | Lincoln National Corp | 13,445 | $379K | 0.0% | N/A | 0.000% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 560,703 | $15.79M | 0.0% | +139.7% | 0.000% | |
| 2/1/2023 | Kestra Private Wealth Services LLC | 32,144 | $905K | 0.0% | -3.6% | 0.000% | |
| 1/31/2023 | Kestra Advisory Services LLC | 13,996 | $394K | 0.0% | -35.1% | 0.000% | |
| 1/24/2023 | Sigma Planning Corp | 9,661 | $272K | 0.0% | N/A | 0.000% | |
| 1/10/2023 | Wiley BROS. Aintree Capital LLC | 102,862 | $2.90M | 1.4% | N/A | 0.000% | |
| 11/15/2022 | Commonwealth Equity Services LLC | 233,960 | $5.91M | 0.0% | +24.5% | 0.000% | |
| 11/7/2022 | Spire Wealth Management | 4,260 | $108K | 0.0% | -46.7% | 0.000% | |
| 11/1/2022 | Kestra Advisory Services LLC | 21,566 | $544K | 0.0% | +118.1% | 0.000% | |
| 8/15/2022 | Kestra Private Wealth Services LLC | 26,954 | $724K | 0.0% | +18.6% | 0.000% | |
| 8/3/2022 | Envestnet Asset Management Inc. | 21,877 | $588K | 0.0% | N/A | 0.000% | |
| 7/22/2022 | Spire Wealth Management | 7,992 | $215K | 0.0% | +11.9% | 0.000% | |
| 7/22/2022 | Truist Financial Corp | 17,555 | $472K | 0.0% | N/A | 0.000% | |
| 7/19/2022 | Commonwealth Equity Services LLC | 187,944 | $5.05M | 0.0% | +288.5% | 0.000% | |
| 7/15/2022 | Investmark Advisory Group LLC | 9,005 | $241K | 0.2% | -62.6% | 0.000% | |
| 5/26/2022 | Kestra Private Wealth Services LLC | 22,726 | $668K | 0.0% | +42.5% | 0.000% | |
| 5/4/2022 | Commonwealth Equity Services LLC | 48,383 | $1.42M | 0.0% | +23.4% | 0.000% | |
| 4/26/2022 | Kestra Advisory Services LLC | 8,301 | $244K | 0.0% | N/A | 0.000% | |
| 4/18/2022 | Spire Wealth Management | 7,139 | $210K | 0.0% | -20.2% | 0.000% | |
| 1/31/2022 | Commonwealth Equity Services LLC | 39,214 | $1.15M | 0.0% | +24.3% | 0.000% | |
| 1/27/2022 | Janney Montgomery Scott LLC | 6,900 | $203K | 0.0% | N/A | 0.000% | |
| 1/21/2022 | Kestra Private Wealth Services LLC | 15,947 | $469K | 0.0% | -4.6% | 0.000% | |
| 1/14/2022 | Spire Wealth Management | 8,943 | $263K | 0.0% | +6.5% | 0.000% | |
| 10/29/2021 | Commonwealth Equity Services LLC | 31,552 | $879K | 0.0% | +47.5% | 0.000% | |
| 10/22/2021 | Spire Wealth Management | 8,397 | $234K | 0.0% | +99.7% | 0.000% | |
Musk’s Project Colossus could mint millionaires (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the September 1st funding windo |
| 10/21/2021 | Kestra Private Wealth Services LLC | 16,724 | $466K | 0.0% | +7.9% | 0.000% | |
| 8/16/2021 | Royal Bank of Canada | 18,968 | $536K | 0.0% | -4.7% | 0.000% | |
| 8/11/2021 | Commonwealth Equity Services LLC | 21,398 | $604K | 0.0% | +83.7% | 0.000% | |
| 8/11/2021 | Susquehanna International Group LLP | 7,880 | $223K | 0.0% | N/A | 0.000% | |
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