| 8/15/2025 | Manhattan West Asset Management LLC | 710,167 | $12.00M | 2.8% | -9.0% | 2.223% | |
| 8/15/2025 | MML Investors Services LLC | 224,250 | $3.79M | 0.0% | N/A | 0.702% | |
| 8/15/2025 | Benjamin Edwards Inc. | 211,338 | $3.57M | 0.0% | +7.4% | 0.661% | |
| 8/15/2025 | Bank of America Corp DE | 2,849,992 | $48.14M | 0.0% | +17.2% | 8.920% | |
| 8/15/2025 | Ameriprise Financial Inc. | 173,364 | $2.93M | 0.0% | +4.9% | 0.543% | |
| 8/14/2025 | Jane Street Group LLC | 1,863,224 | $31.47M | 0.0% | +291.0% | 5.832% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 24,159 | $408K | 0.0% | -16.4% | 0.076% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,978,134 | $33.41M | 0.0% | -36.0% | 6.191% | |
| 8/14/2025 | Diversify Advisory Services LLC | 12,441 | $209K | 0.0% | N/A | 0.039% | |
| 8/14/2025 | NewEdge Advisors LLC | 25,218 | $426K | 0.0% | -31.9% | 0.079% | |
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| 8/14/2025 | Balance Wealth LLC | 21,660 | $366K | 0.2% | +42.1% | 0.068% | |
| 8/13/2025 | Flow Traders U.S. LLC | 34,513 | $583K | 0.0% | -14.6% | 0.108% | |
| 8/13/2025 | Capital Advisors Wealth Management LLC | 70,561 | $1.19M | 0.2% | -32.3% | 0.221% | |
| 8/13/2025 | Willis Johnson & Associates Inc. | 499,315 | $8.43M | 0.6% | -3.7% | 1.563% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 6,595 | $111K | 0.0% | N/A | 0.021% | |
| 8/12/2025 | CreativeOne Wealth LLC | 44,676 | $755K | 0.0% | -26.8% | 0.140% | |
| 8/12/2025 | JPMorgan Chase & Co. | 415,844 | $7.02M | 0.0% | +2,657.4% | 1.302% | |
| 8/12/2025 | PKS Advisory Services LLC | 16,300 | $275K | 0.1% | +22.6% | 0.051% | |
| 8/11/2025 | Pineridge Advisors LLC | 201,456 | $3.40M | 1.2% | +0.5% | 0.631% | |
| 8/8/2025 | Tortoise Investment Management LLC | 502,283 | $8.48M | 0.8% | +72.5% | 1.572% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 37,353 | $631K | 0.0% | N/A | 0.117% | |
| 8/8/2025 | Hedeker Wealth LLC | 76,042 | $1.28M | 0.3% | -9.8% | 0.238% | |
| 8/8/2025 | Cetera Investment Advisers | 194,521 | $3.29M | 0.0% | +261.5% | 0.609% | |
| 8/8/2025 | Meridian Wealth Management LLC | 13,656 | $231K | 0.0% | -50.5% | 0.043% | |
| 8/8/2025 | CFO4Life Group LLC | 35,830 | $605K | 0.1% | -13.9% | 0.112% | |
| 8/7/2025 | Allworth Financial LP | 42,474 | $717K | 0.0% | +98.0% | 0.133% | |
| 8/6/2025 | AE Wealth Management LLC | 148,673 | $2.51M | 0.0% | +5.8% | 0.465% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,540,372 | $26.02M | 0.0% | -42.5% | 4.821% | |
| 8/5/2025 | Westside Investment Management Inc. | 127,613 | $2.16M | 0.4% | +36.7% | 0.399% | |
| 8/4/2025 | Keybank National Association OH | 15,994 | $270K | 0.0% | N/A | 0.050% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,998,986 | $50.65M | 0.0% | +146.4% | 9.386% | |
| 7/31/2025 | West Michigan Advisors LLC | 14,815 | $250K | 0.1% | -39.8% | 0.046% | |
| 7/31/2025 | CAP Partners LLC | 24,261 | $410K | 0.3% | +3.2% | 0.076% | |
| 7/30/2025 | VCI Wealth Management LLC | 23,645 | $399K | 0.1% | +3.3% | 0.074% | |
| 7/29/2025 | Stephens Inc. AR | 21,503 | $363K | 0.0% | +2.9% | 0.067% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 176,628 | $2.98M | 1.2% | +0.5% | 0.553% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 31,444 | $531K | 0.0% | N/A | 0.098% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 18,977 | $321K | 0.0% | +76.0% | 0.059% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 353,246 | $5.97M | 0.4% | -6.0% | 1.106% | |
| 7/24/2025 | IFP Advisors Inc | 34,088 | $576K | 0.0% | +17.1% | 0.107% | |
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| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 420,049 | $7.10M | 0.1% | +220.4% | 1.315% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 87,850 | $1.48M | 0.0% | -16.2% | 0.275% | |
| 7/18/2025 | Truist Financial Corp | 48,030 | $811K | 0.0% | -2.3% | 0.150% | |
| 7/17/2025 | Park Place Capital Corp | 2,404 | $40K | 0.0% | N/A | 0.008% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 527,867 | $8.92M | 0.0% | +25.2% | 1.652% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 166,991 | $2.82M | 1.2% | +28.6% | 0.523% | |
| 7/16/2025 | CX Institutional | 359,532 | $6.07M | 0.2% | -23.9% | 1.125% | |
| 7/16/2025 | Magnus Financial Group LLC | 16,499 | $279K | 0.0% | N/A | 0.052% | |
| 7/15/2025 | McAdam LLC | 61,391 | $1.04M | 0.1% | -9.5% | 0.192% | |
| 7/14/2025 | GAMMA Investing LLC | 5,490 | $93K | 0.0% | -86.9% | 0.017% | |
| 7/14/2025 | ABLE Financial Group LLC | 292,847 | $4.95M | 1.2% | -26.2% | 0.917% | |
| 7/14/2025 | Park Avenue Securities LLC | 143,453 | $2.42M | 0.0% | N/A | 0.449% | |
| 7/11/2025 | CX Institutional | 359,532 | $6.07M | 0.2% | -23.9% | 1.125% | |
| 7/9/2025 | FOCUS Wealth Advisors LLC | 54,628 | $923K | 0.5% | +2.7% | 0.175% | |
| 7/9/2025 | Bowman & Co S.C. | 75,354 | $1.27M | 0.6% | N/A | 0.242% | |
| 7/8/2025 | Richard P Slaughter Associates Inc | 49,342 | $833K | 0.2% | N/A | 0.158% | |
| 7/7/2025 | RDA Financial Network | 11,374 | $192K | 0.1% | N/A | 0.037% | |
| 7/1/2025 | Confluence Investment Management LLC | 250,578 | $4.23M | 0.1% | -0.5% | 0.804% | |
| 5/21/2025 | McAdam LLC | 67,841 | $1.18M | 0.1% | -8.7% | 0.218% | |
| 5/19/2025 | Jane Street Group LLC | 476,539 | $8.29M | 0.0% | +1,373.6% | 1.530% | |
| 5/16/2025 | Kestra Investment Management LLC | 1,611,950 | $28.03M | 0.9% | +161.0% | 5.175% | |
| 5/16/2025 | NewEdge Advisors LLC | 37,044 | $644K | 0.0% | +71.3% | 0.119% | |
| 5/15/2025 | Royal Bank of Canada | 137,016 | $2.38M | 0.0% | -8.5% | 0.440% | |
| 5/15/2025 | MAI Capital Management | 4,000 | $70K | 0.0% | N/A | 0.013% | |
| 5/15/2025 | Tortoise Investment Management LLC | 291,126 | $5.06M | 0.5% | -6.4% | 0.935% | |
| 5/14/2025 | CreativeOne Wealth LLC | 60,995 | $1.06M | 0.0% | +1.0% | 0.196% | |
| 5/14/2025 | Kestra Advisory Services LLC | 63,675 | $1.11M | 0.0% | -7.5% | 0.204% | |
| 5/14/2025 | CW Advisors LLC | 10,577 | $184K | 0.0% | N/A | 0.034% | |
| 5/14/2025 | Flow Traders U.S. LLC | 40,396 | $702K | 0.0% | N/A | 0.130% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 15,526 | $270K | 0.0% | -53.2% | 0.050% | |
| 5/13/2025 | Elequin Capital LP | 6,533 | $114K | 0.0% | N/A | 0.021% | |
| 5/13/2025 | Raymond James Financial Inc. | 3,093,086 | $53.79M | 0.0% | -7.2% | 9.930% | |
| 5/13/2025 | HighTower Advisors LLC | 1,600,503 | $27.83M | 0.0% | +4.6% | 5.138% | |
| 5/12/2025 | Aveo Capital Partners LLC | 15,258 | $261K | 0.0% | N/A | 0.049% | |
| 5/12/2025 | Manhattan West Asset Management LLC | 779,990 | $13.56M | 3.5% | +17.9% | 2.504% | |
| 5/12/2025 | Benjamin Edwards Inc. | 196,803 | $3.42M | 0.0% | +37.5% | 0.632% | |
| 5/12/2025 | Townsquare Capital LLC | 26,229 | $456K | 0.0% | -5.3% | 0.084% | |
| 5/9/2025 | West Michigan Advisors LLC | 24,614 | $428K | 0.1% | +13.7% | 0.079% | |
| 5/9/2025 | Haven Private LLC | 183,062 | $3.18M | 1.8% | +9.5% | 0.588% | |
| 5/8/2025 | CAP Partners LLC | 23,506 | $409K | 0.3% | +3.3% | 0.075% | |
| 5/8/2025 | Foster & Motley Inc. | 21,172 | $368K | 0.0% | -3.8% | 0.068% | |
| 5/8/2025 | FOCUS Wealth Advisors LLC | 53,213 | $925K | 0.5% | +11.4% | 0.171% | |
| 5/7/2025 | LPL Financial LLC | 260,232 | $4.53M | 0.0% | +7.5% | 0.835% | |
| 5/7/2025 | White & Co Financial Planning Inc | 95,830 | $1.66M | 1.4% | +2.7% | 0.308% | |
| 5/6/2025 | Hedeker Wealth LLC | 84,299 | $1.47M | 0.4% | +2.5% | 0.271% | |
| 5/6/2025 | Cetera Investment Advisers | 53,810 | $936K | 0.0% | +15.0% | 0.173% | |
| 5/6/2025 | AE Wealth Management LLC | 140,517 | $2.44M | 0.0% | +2.9% | 0.451% | |
| 5/6/2025 | VCI Wealth Management LLC | 22,880 | $398K | 0.2% | -15.0% | 0.073% | |
| 5/6/2025 | Choreo LLC | 13,900 | $242K | 0.0% | +13.9% | 0.045% | |
| 5/5/2025 | IFP Advisors Inc | 29,114 | $506K | 0.0% | +5.0% | 0.093% | |
GENIUS Act: Cancel Your Money? (Ad) A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control.
Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live. Get the free info kit with 3 strategies to sidestep digital dollar control. |
| 5/5/2025 | Kestra Private Wealth Services LLC | 14,454 | $251K | 0.0% | N/A | 0.046% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 129,864 | $2.26M | 1.1% | +6.1% | 0.417% | |
| 5/1/2025 | Stephens Inc. AR | 20,888 | $363K | 0.0% | +5.1% | 0.067% | |
| 4/30/2025 | Allworth Financial LP | 21,450 | $363K | 0.0% | -41.0% | 0.069% | |
| 4/30/2025 | Pineridge Advisors LLC | 200,361 | $3.48M | 1.4% | -0.7% | 0.643% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,216,903 | $21.16M | 0.0% | +67.5% | 3.907% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 10,785 | $188K | 0.0% | N/A | 0.035% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,680,046 | $46.61M | 0.0% | -7.1% | 8.604% | |
| 4/29/2025 | World Investment Advisors | 12,001 | $209K | 0.0% | -8.4% | 0.039% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 212,194 | $3.69M | 0.0% | -2.3% | 0.681% | |
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