| 7/8/2026 | Finley Financial LLC | 1,130 | $80K | 0.0% | +21.5% | 0.009% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 3,081 | $218K | 0.0% | N/A | 0.025% | |
| 5/19/2026 | Bank of America Corp DE | 397,292 | $23.82M | 0.0% | +29.1% | 3.256% | |
| 5/18/2026 | Royal Bank of Canada | 14,112 | $846K | 0.0% | -60.0% | 0.116% | |
| 5/14/2026 | Sei Investments Co. | 67,432 | $4.04M | 0.0% | +13.4% | 0.553% | |
| 5/13/2026 | Cetera Investment Advisers | 6,913 | $414K | 0.0% | -3.7% | 0.057% | |
| 5/7/2026 | Van Berkom & Associates Inc. | 737 | $44K | 0.0% | -44.9% | 0.006% | |
| 5/6/2026 | Gould Asset Management LLC CA | 5,630 | $338K | 0.1% | +17.0% | 0.046% | |
| 5/5/2026 | Wealthfront Advisers LLC | 13,727 | $823K | 0.0% | -13.6% | 0.113% | |
| 5/5/2026 | Hillsdale Investment Management Inc. | 514,118 | $30.83M | 0.8% | +3.4% | 4.214% | |
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| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 6,387 | $383K | 0.0% | -2.9% | 0.052% | |
| 5/1/2026 | Fifth Third Bancorp | 517 | $31K | 0.0% | N/A | 0.004% | |
| 5/1/2026 | Advisors Management Group Inc. ADV | 21,491 | $1.29M | 0.2% | +6.4% | 0.176% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 20,474 | $1.23M | 0.0% | -12.2% | 0.168% | |
| 4/30/2026 | Kestra Advisory Services LLC | 7,170 | $430K | 0.0% | -16.6% | 0.059% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 450 | $27K | 0.0% | -47.7% | 0.004% | |
| 4/23/2026 | 626 Financial LLC | 34,602 | $2.08M | 0.9% | -7.3% | 0.284% | |
| 4/21/2026 | Grey Ledge Advisors LLC | 3,400 | $204K | 0.0% | -4.9% | 0.028% | |
| 4/20/2026 | Blue Trust Inc. | 5,318 | $319K | 0.0% | -9.2% | 0.044% | |
| 4/20/2026 | Banque Cantonale Vaudoise | 15,343 | $912K | 0.0% | -48.9% | 0.126% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,961 | $137K | 0.0% | +25.0% | 0.016% | |
| 2/18/2026 | VestGen Advisors LLC | 42,051 | $2.94M | 0.1% | -16.6% | 0.345% | |
| 2/18/2026 | OLD Mission Capital LLC | 108,504 | $7.59M | 0.2% | +117.0% | 0.889% | |
| 2/18/2026 | Man Group plc | 312,864 | $21.87M | 0.0% | +18.8% | 2.564% | |
| 2/18/2026 | Ardsley Advisory Partners LP | 140,000 | $9.79M | 1.1% | N/A | 1.148% | |
| 2/17/2026 | Equitable Holdings Inc. | 7,360 | $515K | 0.0% | +3.8% | 0.060% | |
| 2/17/2026 | Osaic Holdings Inc. | 2,636 | $184K | 0.0% | -12.7% | 0.022% | |
| 2/17/2026 | Royal Bank of Canada | 35,269 | $2.47M | 0.0% | +86.7% | 0.289% | |
| 2/17/2026 | Blair William & Co. IL | 1,234 | $86K | 0.0% | -38.3% | 0.010% | |
| 2/16/2026 | MML Investors Services LLC | 8,502 | $594K | 0.0% | -13.4% | 0.070% | |
| 2/16/2026 | Bard Associates Inc. | 875 | $61K | 0.0% | N/A | 0.007% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,602 | $601K | 0.0% | -20.8% | 0.071% | |
| 2/13/2026 | Stifel Financial Corp | 16,830 | $1.18M | 0.0% | +3.7% | 0.138% | |
| 2/13/2026 | State Street Corp | 206,169 | $14.41M | 0.0% | N/A | 1.690% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,375 | $96K | 0.0% | +68,650.0% | 0.011% | |
| 2/13/2026 | Summit Financial LLC | 40,193 | $2.81M | 0.0% | +8.2% | 0.329% | |
| 2/12/2026 | Jane Street Group LLC | 179,776 | $12.57M | 0.0% | -39.5% | 1.474% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 14,936 | $1.04M | 0.0% | -6.9% | 0.122% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 4,829 | $338K | 0.0% | -10.4% | 0.040% | |
| 2/12/2026 | Loomis Sayles & Co. L P | 5,605 | $392K | 0.0% | -72.7% | 0.046% | |
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| 2/11/2026 | Westerkirk Capital Inc. | 4,998 | $349K | 0.0% | -53.7% | 0.041% | |
| 2/11/2026 | LPL Financial LLC | 111,502 | $7.80M | 0.0% | -13.0% | 0.914% | |
| 2/11/2026 | Franklin Resources Inc. | 464,354 | $32.46M | 0.0% | -7.2% | 3.806% | |
| 2/11/2026 | Randolph Co Inc | 140,984 | $9.86M | 0.9% | +1.2% | 1.156% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 410,716 | $28.71M | 0.0% | -53.9% | 3.367% | |
| 2/10/2026 | Calton & Associates Inc. | 2,917 | $204K | 0.0% | -54.1% | 0.024% | |
| 2/10/2026 | Texas Yale Capital Corp. | 11,902 | $832K | 0.0% | +55.7% | 0.098% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 128,612 | $8.99M | 0.0% | -36.4% | 1.054% | |
| 2/9/2026 | William Blair Investment Management LLC | 5,892 | $412K | 0.0% | -55.0% | 0.048% | |
| 2/6/2026 | Global Retirement Partners LLC | 2,300 | $161K | 0.0% | N/A | 0.019% | |
| 2/6/2026 | Banque Cantonale Vaudoise | 30,000 | $2.10M | 0.1% | +100.0% | 0.246% | |
| 2/6/2026 | HighTower Advisors LLC | 16,883 | $1.18M | 0.0% | +16.9% | 0.138% | |
| 2/5/2026 | 626 Financial LLC | 37,315 | $2.61M | 1.1% | +4.7% | 0.306% | |
| 2/5/2026 | HighMark Wealth Management LLC | 615 | $43K | 0.0% | +35.8% | 0.005% | |
| 2/3/2026 | Manning & Napier Advisors LLC | 23,315 | $1.63M | 0.0% | +32.2% | 0.191% | |
| 2/2/2026 | Van Berkom & Associates Inc. | 1,337 | $93K | 0.0% | N/A | 0.011% | |
| 1/30/2026 | Wealthfront Advisers LLC | 15,896 | $1.11M | 0.0% | -2.7% | 0.130% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 23,599 | $1.65M | 0.0% | -7.7% | 0.193% | |
| 1/29/2026 | Concord Wealth Partners | 501 | $35K | 0.0% | -60.2% | 0.004% | |
| 1/29/2026 | UBS Group AG | 62,172 | $4.35M | 0.0% | -43.0% | 0.510% | |
| 1/23/2026 | Farther Finance Advisors LLC | 565 | $39K | 0.0% | +138.4% | 0.005% | |
| 1/23/2026 | Highland Financial Advisors LLC | 39,496 | $2.76M | 0.8% | +0.7% | 0.324% | |
| 1/23/2026 | Mainsail Financial Group LLC | 95,297 | $6.66M | 2.8% | +3.6% | 0.781% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 658 | $46K | 0.0% | N/A | 0.005% | |
| 1/16/2026 | Aberdeen Group plc | 75,502 | $5.28M | 0.0% | -13.3% | 0.619% | |
| 1/16/2026 | Blue Trust Inc. | 5,860 | $410K | 0.0% | -13.5% | 0.048% | |
| 1/14/2026 | Advisors Management Group Inc. ADV | 20,197 | $1.41M | 0.3% | -0.9% | 0.166% | |
| 1/14/2026 | Crumly & Associates Inc. | 105,831 | $7.40M | 1.6% | +4.9% | 0.867% | |
| 1/6/2026 | Leibman Financial Services Inc. | 48,656 | $3.40M | 2.5% | +4.4% | 0.399% | |
| 1/5/2026 | Park Avenue Securities LLC | 9,765 | $683K | 0.0% | +8.6% | 0.080% | |
| 11/21/2025 | CIBC Bancorp USA Inc. | 2,962 | $212K | 0.0% | N/A | 0.024% | |
| 11/18/2025 | Advisory Services Network LLC | 589 | $42K | 0.0% | N/A | 0.005% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 25,554 | $1.83M | 0.0% | +5.7% | 0.209% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 202,323 | $14.51M | 0.0% | -3.2% | 1.658% | |
| 11/17/2025 | Mariner LLC | 4,976 | $357K | 0.0% | -24.8% | 0.041% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 6,258 | $449K | 0.0% | -3.1% | 0.051% | |
| 11/17/2025 | National Bank of Canada FI | 365 | $26K | 0.0% | -76.1% | 0.003% | |
| 11/17/2025 | Millennium Management LLC | 76,136 | $5.46M | 0.0% | N/A | 0.624% | |
| 11/17/2025 | Flow Traders U.S. LLC | 44,338 | $3.18M | 0.1% | +65.0% | 0.363% | |
| 11/17/2025 | Bank of America Corp DE | 204,841 | $14.69M | 0.0% | -52.0% | 1.679% | |
| 11/17/2025 | Alliancebernstein L.P. | 1,021,948 | $73.29M | 0.0% | -2.3% | 8.377% | |
| 11/17/2025 | Ameriprise Financial Inc. | 14,094 | $1.01M | 0.0% | +6.7% | 0.116% | |
| 11/14/2025 | Creative Planning | 8,586 | $616K | 0.0% | +2.4% | 0.070% | |
| 11/14/2025 | Raymond James Financial Inc. | 58,028 | $4.16M | 0.0% | -18.5% | 0.476% | |
| 11/14/2025 | Equitable Holdings Inc. | 7,092 | $509K | 0.0% | +13.8% | 0.058% | |
| 11/14/2025 | Man Group plc | 263,460 | $18.90M | 0.0% | N/A | 2.160% | |
| 11/13/2025 | Sei Investments Co. | 29,499 | $2.12M | 0.0% | -4.3% | 0.242% | |
| 11/13/2025 | UBS Group AG | 109,045 | $7.82M | 0.0% | -42.6% | 0.894% | |
| 11/13/2025 | Franklin Resources Inc. | 500,447 | $35.89M | 0.0% | -12.0% | 4.102% | |
| 11/13/2025 | Causeway Capital Management LLC | 367,520 | $26.36M | 0.3% | +168.2% | 3.012% | |
Your book attached (Ad) Bill Poulos is giving away his 'Simple Options Trading For Beginners' book at no cost - normally $29.97. It outlines the approach he developed after losing a small fortune on complex strategies.
The book covers a straightforward technique that he says consistently outperforms complicated methods, including how to evaluate any trade in under 10 minutes. Download your free copy before it returns to $29.97 |
| 11/13/2025 | Legal & General Group Plc | 20,450 | $1.47M | 0.0% | -19.6% | 0.168% | |
| 11/13/2025 | Private Advisor Group LLC | 3,731 | $268K | 0.0% | -58.6% | 0.031% | |
| 11/13/2025 | Blair William & Co. IL | 1,999 | $143K | 0.0% | -27.9% | 0.016% | |
| 11/12/2025 | William Blair Investment Management LLC | 13,092 | $939K | 0.0% | -9.3% | 0.107% | |
| 11/10/2025 | Westerkirk Capital Inc. | 10,800 | $775K | 0.1% | N/A | 0.089% | |
| 11/10/2025 | Hillsdale Investment Management Inc. | 497,118 | $35.65M | 1.1% | +42.0% | 4.075% | |
| 11/7/2025 | State of New Jersey Common Pension Fund D | 136,507 | $9.79M | 0.0% | -44.0% | 1.119% | |
| 11/7/2025 | Calton & Associates Inc. | 6,349 | $455K | 0.1% | -17.5% | 0.052% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 4,130 | $296K | 0.0% | -22.5% | 0.034% | |
| 11/7/2025 | Shell Asset Management Co. | 10,444 | $749K | 0.1% | -79.5% | 0.086% | |