| 8/15/2025 | Bank of America Corp DE | 26,392 | $1.26M | 0.0% | -2.1% | 0.302% | |
| 8/14/2025 | Jane Street Group LLC | 23,450 | $1.12M | 0.0% | +14.2% | 0.268% | |
| 8/14/2025 | Raymond James Financial Inc. | 60,714 | $2.90M | 0.0% | +3.2% | 0.694% | |
| 8/14/2025 | Becker Capital Management Inc. | 226,954 | $10.82M | 0.3% | -1.5% | 2.594% | |
| 8/14/2025 | NewEdge Advisors LLC | 8,979 | $428K | 0.0% | +294.2% | 0.103% | |
| 8/13/2025 | Cresset Asset Management LLC | 12,379 | $590K | 0.0% | +3.2% | 0.141% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,857 | $89K | 0.0% | -36.9% | 0.021% | |
| 8/12/2025 | Global Retirement Partners LLC | 5,637 | $269K | 0.0% | N/A | 0.064% | |
| 8/12/2025 | MAI Capital Management | 22,132 | $1.06M | 0.0% | +3.0% | 0.253% | |
| 8/12/2025 | JPMorgan Chase & Co. | 25,014 | $1.19M | 0.0% | +177.0% | 0.286% | |
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| 8/12/2025 | Tarbox Family Office Inc. | 14,298 | $682K | 0.1% | -35.5% | 0.163% | |
| 8/11/2025 | VSM Wealth Advisory LLC | 1,931 | $92K | 0.0% | +13.9% | 0.022% | |
| 8/8/2025 | Smithfield Trust Co | 524 | $26K | 0.0% | +103.1% | 0.006% | |
| 8/8/2025 | Better Money Decisions LLC | 88,618 | $4.23M | 2.6% | +2.1% | 1.013% | |
| 8/5/2025 | Sigma Planning Corp | 8,217 | $392K | 0.0% | +8.1% | 0.094% | |
| 8/5/2025 | Gould Asset Management LLC CA | 39,655 | $1.89M | 0.4% | +1.7% | 0.453% | |
| 8/1/2025 | Redwood Park Advisors LLC | 1,642 | $78K | 0.1% | +19.3% | 0.019% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 16,828 | $803K | 0.1% | +8.3% | 0.192% | |
| 7/25/2025 | NorthRock Partners LLC | 32,506 | $1.55M | 0.0% | +24.3% | 0.371% | |
| 7/25/2025 | Apollon Wealth Management LLC | 29,446 | $1.40M | 0.0% | -2.3% | 0.337% | |
| 7/24/2025 | JNBA Financial Advisors | 82,601 | $3.94M | 0.4% | -5.7% | 0.944% | |
| 7/24/2025 | Eastern Bank | 5,205 | $248K | 0.0% | N/A | 0.059% | |
| 7/22/2025 | Measured Risk Portfolios Inc. | 9,056 | $432K | 0.4% | -2.7% | 0.103% | |
| 7/18/2025 | BSW Wealth Partners | 70,207 | $3.35M | 0.5% | -18.4% | 0.802% | |
| 7/17/2025 | Alpine Bank Wealth Management | 70,866 | $3.38M | 0.5% | -9.1% | 0.810% | |
| 7/17/2025 | Crane Advisory LLC | 5,125 | $246K | 0.0% | -18.1% | 0.059% | |
| 7/16/2025 | Townsend Asset Management Corp NC ADV | 4,596 | $219K | 0.1% | N/A | 0.053% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 7,649 | $365K | 0.0% | -17.3% | 0.087% | |
| 7/14/2025 | Sound Stewardship LLC | 18,698 | $892K | 0.5% | N/A | 0.214% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 5,865 | $283K | 0.0% | -12.1% | 0.067% | |
| 7/9/2025 | Archer Investment Management LLC | 15,343 | $732K | 0.5% | -17.0% | 0.175% | |
| 7/9/2025 | Presidio Capital Management LLC | 5,500 | $262K | 0.1% | -15.2% | 0.063% | |
| 5/20/2025 | Focus Partners Wealth | 34,266 | $1.47M | 0.0% | +137.1% | 0.401% | |
| 5/19/2025 | Jane Street Group LLC | 20,533 | $878K | 0.0% | +325.4% | 0.240% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 10,607 | $454K | 0.0% | N/A | 0.124% | |
| 5/15/2025 | Royal Bank of Canada | 36,381 | $1.56M | 0.0% | -14.8% | 0.426% | |
| 5/15/2025 | MAI Capital Management | 21,493 | $920K | 0.0% | -1.2% | 0.251% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,945 | $126K | 0.0% | N/A | 0.034% | |
| 5/14/2025 | Kestra Advisory Services LLC | 21,023 | $899K | 0.0% | +4.1% | 0.246% | |
| 5/13/2025 | HighTower Advisors LLC | 38,746 | $1.66M | 0.0% | +1.1% | 0.453% | |
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| 5/9/2025 | Wharton Business Group LLC | 75,555 | $3.23M | 0.1% | -9.2% | 1.072% | |
| 5/8/2025 | US Financial Advisors LLC | 31,236 | $1.34M | 0.4% | +4.5% | 0.443% | |
| 5/8/2025 | Tarbox Family Office Inc. | 22,157 | $948K | 0.2% | +18.8% | 0.314% | |
| 5/8/2025 | NorthRock Partners LLC | 26,160 | $1.12M | 0.0% | -2.9% | 0.371% | |
| 5/7/2025 | LPL Financial LLC | 173,473 | $7.42M | 0.0% | +20.7% | 2.461% | |
| 5/6/2025 | Assetmark Inc. | 1,456 | $62K | 0.0% | N/A | 0.021% | |
| 5/6/2025 | Cetera Investment Advisers | 12,608 | $539K | 0.0% | +4.8% | 0.179% | |
| 5/6/2025 | Redwood Park Advisors LLC | 1,376 | $59K | 0.0% | +27.1% | 0.020% | |
| 5/6/2025 | VSM Wealth Advisory LLC | 1,696 | $73K | 0.0% | +26.3% | 0.024% | |
| 5/5/2025 | Millstone Evans Group LLC | 2,405 | $103K | 0.1% | N/A | 0.034% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 10,633 | $455K | 0.4% | -2.8% | 0.151% | |
| 5/5/2025 | Private Advisor Group LLC | 5,323 | $228K | 0.0% | N/A | 0.076% | |
| 5/2/2025 | Napatree Capital LLC | 10,458 | $447K | 0.3% | +3.2% | 0.148% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 15,540 | $665K | 0.0% | +10.4% | 0.220% | |
| 5/2/2025 | Future You Wealth LLC | 22,381 | $958K | 0.6% | +10.1% | 0.317% | |
| 5/2/2025 | Apollon Wealth Management LLC | 30,136 | $1.29M | 0.0% | +7.2% | 0.427% | |
| 5/1/2025 | CWM LLC | 2,218 | $95K | 0.0% | -33.3% | 0.031% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 26,759 | $1.15M | 0.0% | -1.5% | 0.380% | |
| 4/25/2025 | JNBA Financial Advisors | 87,589 | $3.75M | 0.4% | -7.4% | 1.242% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 9,916 | $407K | 0.0% | +5.8% | 0.141% | |
| 4/24/2025 | BSW Wealth Partners | 85,987 | $3.68M | 0.6% | -9.4% | 1.220% | |
| 4/23/2025 | Alpine Bank Wealth Management | 77,966 | $3.34M | 0.5% | N/A | 1.106% | |
| 4/23/2025 | Ferguson Shapiro LLC | 16,421 | $703K | 0.3% | +5.1% | 0.233% | |
| 4/23/2025 | Elwood & Goetz Wealth Advisory Group LLC | 5,771 | $247K | 0.1% | -5.0% | 0.082% | |
| 4/22/2025 | Veridan Wealth LLC | 10,861 | $465K | 0.2% | -19.3% | 0.154% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,676 | $286K | 0.0% | +4.7% | 0.095% | |
| 4/15/2025 | Financial Council LLC | 29,931 | $1.28M | 0.7% | +10.3% | 0.425% | |
| 4/11/2025 | Magnus Financial Group LLC | 19,471 | $833K | 0.1% | +2.6% | 0.276% | |
| 4/10/2025 | Better Money Decisions LLC | 86,777 | $3.71M | 2.5% | -7.4% | 1.231% | |
| 4/10/2025 | Freedom Financial Partners LLC | 8,048 | $344K | 0.2% | +37.4% | 0.114% | |
| 4/9/2025 | Archer Investment Management LLC | 18,480 | $791K | 0.5% | -38.1% | 0.262% | |
| 4/8/2025 | Presidio Capital Management LLC | 6,484 | $277K | 0.1% | N/A | 0.092% | |
| 4/8/2025 | Highland Financial Advisors LLC | 9,695 | $415K | 0.1% | -13.5% | 0.138% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,379 | $289K | 0.0% | N/A | 0.090% | |
| 2/18/2025 | Sunbelt Securities Inc. | 11,273 | $514K | 0.0% | -1.9% | 0.178% | |
| 2/17/2025 | US Financial Advisors LLC | 29,877 | $1.35M | 0.4% | -1.3% | 0.471% | |
| 2/17/2025 | Two Sigma Investments LP | 59,600 | $2.70M | 0.0% | N/A | 0.939% | |
| 2/17/2025 | NorthRock Partners LLC | 26,941 | $1.22M | 0.0% | N/A | 0.424% | |
| 2/17/2025 | Measured Risk Portfolios Inc. | 9,306 | $422K | 0.4% | N/A | 0.147% | |
| 2/17/2025 | Cresset Asset Management LLC | 11,995 | $543K | 0.0% | +115.4% | 0.189% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 5,446 | $247K | 0.0% | N/A | 0.086% | |
| 2/17/2025 | Bank of America Corp DE | 29,090 | $1.32M | 0.0% | -25.8% | 0.458% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 12,347 | $559K | 0.0% | N/A | 0.194% | |
| 2/14/2025 | Jane Street Group LLC | 4,827 | $219K | 0.0% | -76.5% | 0.076% | |
| 2/14/2025 | Wick Capital Partners LLC | 6,692 | $303K | 0.1% | -77.5% | 0.105% | |
| 2/13/2025 | Mariner LLC | 11,764 | $533K | 0.0% | +4.3% | 0.185% | |
| 2/13/2025 | Redwood Park Advisors LLC | 1,083 | $49K | 0.0% | N/A | 0.017% | |
| 2/13/2025 | Raymond James Financial Inc. | 57,439 | $2.60M | 0.0% | N/A | 0.905% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 27,156 | $1.23M | 0.0% | +9.9% | 0.428% | |
| 2/12/2025 | Biltmore Family Office LLC | 56,201 | $2.55M | 0.4% | -16.2% | 0.885% | |
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad) Something big is brewing in Washington.
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| 2/12/2025 | Blair William & Co. IL | 4,073 | $185K | 0.0% | +992.0% | 0.064% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,570 | $207K | 0.0% | -25.7% | 0.072% | |
| 2/11/2025 | LPL Financial LLC | 143,666 | $6.51M | 0.0% | +2.7% | 2.262% | |
| 2/11/2025 | Atlantic Private Wealth LLC | 67,669 | $3.07M | 2.3% | -3.5% | 1.066% | |
| 2/11/2025 | VSM Wealth Advisory LLC | 1,343 | $61K | 0.0% | N/A | 0.021% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 23,910 | $1.08M | 0.0% | +4.9% | 0.377% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 10,941 | $496K | 0.4% | N/A | 0.172% | |
| 2/7/2025 | HighTower Advisors LLC | 38,340 | $1.74M | 0.0% | +2.8% | 0.604% | |
| 2/7/2025 | Sage Mountain Advisors LLC | 14,073 | $637K | 0.0% | +5.1% | 0.222% | |
| 2/7/2025 | Retirement Capital Strategies | 51,187 | $2.32M | 0.9% | -4.4% | 0.806% | |
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