| 6/6/2025 | Blue Oak Capital LLC | 408,827 | $19.23M | 10.6% | +7.3% | 0.297% | |
| 6/2/2025 | Modern Wealth Management LLC | 192,483 | $9.05M | 0.3% | +18.0% | 0.140% | |
| 5/21/2025 | McAdam LLC | 395,896 | $18.62M | 1.2% | +36.2% | 0.295% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 9,765 | $459K | 0.0% | +36.3% | 0.007% | |
| 5/20/2025 | Belpointe Asset Management LLC | 37,355 | $1.76M | 0.1% | -5.2% | 0.028% | |
| 5/20/2025 | Focus Partners Wealth | 679,512 | $31.96M | 0.1% | +5.0% | 0.507% | |
| 5/19/2025 | Jane Street Group LLC | 137,588 | $6.47M | 0.0% | -10.9% | 0.103% | |
| 5/16/2025 | Ascent Group LLC | 11,430 | $538K | 0.0% | +9.7% | 0.009% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 78,901 | $3.71M | 0.3% | +11.2% | 0.059% | |
| 5/16/2025 | Jones Financial Companies Lllp | 43,326 | $2.04M | 0.0% | -76.4% | 0.032% | |
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| 5/16/2025 | Legacy Wealth Managment LLC ID | 2,745 | $129K | 0.1% | -96.0% | 0.002% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 48,925 | $2.30M | 1.8% | N/A | 0.037% | |
| 5/16/2025 | NewEdge Advisors LLC | 43,805 | $2.06M | 0.0% | -12.4% | 0.033% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,895 | $277K | 0.0% | -36.1% | 0.004% | |
| 5/16/2025 | Ancora Advisors LLC | 550 | $26K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | EP Wealth Advisors LLC | 4,610 | $217K | 0.0% | N/A | 0.003% | |
| 5/15/2025 | Royal Bank of Canada | 434,826 | $20.45M | 0.0% | +41.7% | 0.324% | |
| 5/15/2025 | Betterment LLC | 61,433 | $2.89M | 0.0% | +110.4% | 0.046% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 11,200 | $527K | 0.1% | -61.5% | 0.008% | |
| 5/15/2025 | Baird Financial Group Inc. | 224,420 | $10.56M | 0.0% | +16.3% | 0.167% | |
| 5/15/2025 | OLD Mission Capital LLC | 12,979 | $611K | 0.0% | N/A | 0.010% | |
| 5/15/2025 | Palo Alto Wealth Advisors LLC | 16,421 | $758K | 0.3% | -2.6% | 0.012% | |
| 5/15/2025 | TD Capital Management LLC | 312,726 | $14.71M | 1.5% | +16.8% | 0.233% | |
| 5/15/2025 | Oarsman Capital Inc. | 45,049 | $2.12M | 0.4% | -33.1% | 0.034% | |
| 5/14/2025 | Triad Wealth Partners LLC | 475,193 | $22.35M | 6.9% | +16.3% | 0.355% | |
| 5/14/2025 | CreativeOne Wealth LLC | 75,554 | $3.55M | 0.1% | +7.5% | 0.056% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 145,742 | $6.86M | 1.0% | -1.9% | 0.109% | |
| 5/14/2025 | Comerica Bank | 4,791 | $225K | 0.0% | +9.4% | 0.004% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 240,786 | $11.33M | 7.6% | +1.1% | 0.180% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,500,254 | $70.57M | 0.1% | +74.7% | 1.120% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 338,306 | $15.61M | 4.0% | +23.9% | 0.252% | |
| 5/14/2025 | Kestra Advisory Services LLC | 575,111 | $27.05M | 0.1% | -0.1% | 0.429% | |
| 5/14/2025 | D.B. Root & Company LLC | 1,231,002 | $57.91M | 18.7% | +4.4% | 0.919% | |
| 5/14/2025 | Lionsbridge Wealth Management LLC | 119,886 | $5.64M | 5.0% | -11.0% | 0.089% | |
| 5/14/2025 | CW Advisors LLC | 60,234 | $2.83M | 0.0% | N/A | 0.045% | |
| 5/14/2025 | Capital Analysts LLC | 1,100,599 | $51.77M | 1.9% | +77.8% | 0.821% | |
| 5/14/2025 | Tradition Wealth Management LLC | 833,877 | $39.23M | 3.5% | +6.4% | 0.622% | |
| 5/14/2025 | JT Stratford LLC | 13,971 | $657K | 0.1% | N/A | 0.010% | |
| 5/14/2025 | Voisard Asset Management Group Inc. | 648,991 | $30.53M | 8.9% | -7.9% | 0.484% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 470,189 | $22.12M | 0.2% | +4.8% | 0.351% | |
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| 5/13/2025 | Steward Partners Investment Advisory LLC | 190,890 | $8.98M | 0.1% | +40.7% | 0.142% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,844,548 | $180.85M | 0.1% | +23.8% | 2.869% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 148,562 | $6.99M | 0.5% | +27.9% | 0.111% | |
| 5/13/2025 | Horizon Investments LLC | 274,858 | $12.82M | 0.4% | -0.6% | 0.205% | |
| 5/13/2025 | Trivium Point Advisory LLC | 157,387 | $7.40M | 0.9% | +21.2% | 0.117% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 1,475,206 | $69.39M | 1.8% | +31.5% | 1.101% | |
| 5/13/2025 | American Money Management LLC | 395,722 | $18.62M | 3.5% | +7.0% | 0.295% | |
| 5/13/2025 | HighTower Advisors LLC | 2,804,192 | $131.91M | 0.2% | +97.7% | 2.093% | |
| 5/12/2025 | Blueprint Financial Advisors LLC | 25,161 | $1.18M | 0.6% | N/A | 0.019% | |
| 5/12/2025 | Houlihan Financial Resource Group Ltd. | 73,785 | $3.47M | 1.6% | +2.3% | 0.055% | |
| 5/12/2025 | Maia Wealth LLC | 14,414 | $666K | 0.1% | N/A | 0.011% | |
| 5/12/2025 | Linscomb Wealth Inc. | 8,184 | $385K | 0.0% | +46.7% | 0.006% | |
| 5/12/2025 | SouthState Corp | 960,209 | $45.17M | 2.1% | N/A | 0.717% | |
| 5/12/2025 | Aveo Capital Partners LLC | 48,921 | $2.28M | 0.4% | -19.0% | 0.037% | |
| 5/12/2025 | Berger Financial Group Inc | 809,673 | $38.09M | 2.6% | +189.9% | 0.604% | |
| 5/12/2025 | Benjamin Edwards Inc. | 50,598 | $2.38M | 0.0% | +0.7% | 0.038% | |
| 5/12/2025 | JPMorgan Chase & Co. | 3,476,403 | $163.53M | 0.0% | +12.1% | 2.594% | |
| 5/12/2025 | Townsquare Capital LLC | 99,241 | $4.67M | 0.0% | +4.0% | 0.074% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 1,926,980 | $90.65M | 9.1% | +1,774.7% | 1.438% | |
| 5/12/2025 | Savvy Advisors Inc. | 29,606 | $1.39M | 0.1% | N/A | 0.022% | |
| 5/9/2025 | Roof Eidam Maycock Peralta LLC | 19,220 | $904K | 0.2% | -23.9% | 0.014% | |
| 5/9/2025 | Wealthspire Advisors LLC | 23,545 | $1.11M | 0.0% | +6.9% | 0.018% | |
| 5/9/2025 | Investment Counsel Co. of Nevada | 9,351 | $440K | 1.0% | N/A | 0.007% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 18,006 | $847K | 0.8% | N/A | 0.013% | |
| 5/9/2025 | Acima Private Wealth LLC | 229,720 | $10.81M | 3.9% | -18.5% | 0.171% | |
| 5/9/2025 | West Michigan Advisors LLC | 79,731 | $3.75M | 1.2% | +4.1% | 0.060% | |
| 5/9/2025 | Financial Connections Group Inc. | 230,390 | $10.84M | 4.9% | -50.1% | 0.172% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 13,873 | $653K | 0.4% | +3.5% | 0.010% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 141,746 | $6.67M | 0.1% | +12.1% | 0.106% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 33,352 | $1.57M | 0.1% | -1.4% | 0.025% | |
| 5/9/2025 | Kickstand Ventures LLC. | 417,142 | $19.62M | 5.1% | +8.2% | 0.311% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,567,223 | $73.72M | 0.1% | +113.1% | 1.170% | |
| 5/9/2025 | Delta Financial Group Inc. | 28,589 | $1.34M | 0.3% | +203.9% | 0.021% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 351,775 | $16.55M | 0.0% | +56.6% | 0.263% | |
| 5/8/2025 | SPC Financial Inc. | 560,615 | $26.37M | 2.3% | +5.2% | 0.418% | |
| 5/8/2025 | US Bancorp DE | 596 | $28K | 0.0% | -92.8% | 0.000% | |
| 5/8/2025 | BCGM Wealth Management LLC | 212,293 | $9.99M | 3.1% | -8.8% | 0.158% | |
| 5/8/2025 | Tarbox Family Office Inc. | 409,302 | $19.25M | 3.2% | +95.3% | 0.305% | |
| 5/8/2025 | Harbour Investments Inc. | 59,437 | $2.80M | 0.1% | -28.0% | 0.044% | |
| 5/8/2025 | Cannon Wealth Management Services LLC | 165,377 | $7.70M | 6.9% | +2.9% | 0.123% | |
| 5/8/2025 | XTX Topco Ltd | 7,958 | $374K | 0.0% | N/A | 0.006% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 342,893 | $16.13M | 1.2% | +121.6% | 0.256% | |
| 5/7/2025 | Norden Group LLC | 30,265 | $1.42M | 0.2% | +9.4% | 0.023% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 24,120 | $1.14M | 0.3% | +13.7% | 0.018% | |
| 5/7/2025 | LPL Financial LLC | 125,598 | $5.91M | 0.0% | -7.3% | 0.094% | |
| 5/7/2025 | Semus Wealth Partners LLC | 5,674 | $267K | 0.2% | +10.8% | 0.004% | |
| 5/7/2025 | HB Wealth Management LLC | 3,777,846 | $177.71M | 1.5% | N/A | 2.819% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 12,379 | $631K | 0.2% | +15.6% | 0.009% | |
| 5/6/2025 | Cetera Investment Advisers | 1,054,381 | $49.60M | 0.1% | +65.7% | 0.787% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 176,469 | $8.30M | 0.1% | +16.1% | 0.132% | |
3..2..1.. AI 2.0 ignition (don’t sleep on this) (Ad) I just put together an urgent new presentation that you need to see right away.
In short: I believe we are mere days away from a critical announcement from a key tech leader…
One that will officially ignite “AI 2.0” – and potentially send a whole new class of stocks soaring. Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave. |
| 5/6/2025 | Journey Strategic Wealth LLC | 19,675 | $926K | 0.0% | -37.3% | 0.015% | |
| 5/6/2025 | Elm3 Financial Group LLC | 12,708 | $598K | 0.5% | -46.5% | 0.009% | |
| 5/6/2025 | Summit Wealth Partners LLC | 61,025 | $2.87M | 0.6% | +7.9% | 0.046% | |
| 5/6/2025 | IMA Advisory Services Inc. | 476,496 | $22.41M | 2.7% | +82.4% | 0.356% | |
| 5/6/2025 | Efficient Advisors LLC | 17,150 | $807K | 0.0% | N/A | 0.013% | |
| 5/6/2025 | AllGen Financial Advisors Inc. | 832,782 | $39.17M | 11.6% | +1.8% | 0.621% | |
| 5/6/2025 | Next Level Wealth Planning LLC | 4,500 | $212K | 0.2% | N/A | 0.003% | |
| 5/6/2025 | Ignite Planners LLC | 153,039 | $7.14M | 1.4% | +19.2% | 0.114% | |
| 5/6/2025 | Fagan Associates Inc. | 159,341 | $7.50M | 1.3% | +44.7% | 0.119% | |
| 5/5/2025 | IFP Advisors Inc | 20,160 | $948K | 0.0% | +89.5% | 0.015% | |
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