| 5/15/2025 | OLD Mission Capital LLC | 37,065 | $841K | 0.0% | N/A | 0.613% | |
| 5/13/2025 | Raymond James Financial Inc. | 884,947 | $20.07M | 0.0% | -55.0% | 14.627% | |
| 5/12/2025 | Integrity Financial Corp WA | 57,985 | $1.32M | 0.7% | -5.8% | 0.958% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 835,210 | $18.94M | 0.0% | +2.4% | 13.257% | |
| 5/8/2025 | Harbour Investments Inc. | 31,116 | $706K | 0.0% | -11.9% | 0.494% | |
| 5/7/2025 | Prosperity Consulting Group LLC | 14,848 | $337K | 0.0% | -2.9% | 0.236% | |
| 5/6/2025 | Cetera Investment Advisers | 568,973 | $12.90M | 0.0% | +370.6% | 9.031% | |
| 5/6/2025 | Ignite Planners LLC | 47,578 | $1.11M | 0.2% | +23.9% | 0.755% | |
| 5/5/2025 | IFP Advisors Inc | 56,769 | $1.29M | 0.0% | -2.0% | 0.901% | |
| 5/2/2025 | Grant Street Asset Management Inc. | 138,933 | $3.15M | 0.8% | -28.2% | 2.205% | |
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| 5/1/2025 | Secured Retirement Advisors LLC | 39,057 | $886K | 0.6% | +8.2% | 0.620% | |
| 5/1/2025 | Stephens Inc. AR | 253,071 | $5.74M | 0.1% | -1.6% | 4.017% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 10,000 | $227K | 0.0% | -15.5% | 0.159% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 14,045 | $319K | 0.0% | -6.1% | 0.223% | |
| 4/23/2025 | Nvest Financial LLC | 26,793 | $608K | 0.3% | -8.7% | 0.425% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 101,463 | $2.30M | 0.0% | -4.2% | 1.611% | |
| 4/21/2025 | Clear Point Advisors Inc. | 10,670 | $242K | 0.2% | -16.9% | 0.169% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 10,081 | $229K | 0.0% | -54.3% | 0.160% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 11,075 | $251K | 0.1% | -6.2% | 0.182% | |
| 4/15/2025 | Noble Wealth Management PBC | 49,301 | $1.12M | 0.8% | -4.4% | 0.808% | |
| 4/14/2025 | Park Avenue Securities LLC | 12,610 | $286K | 0.0% | +8.6% | 0.207% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 18,004 | $408K | 0.0% | +9.5% | 0.295% | |
| 4/10/2025 | Maltin Wealth Management Inc. | 800,312 | $18.15M | 8.5% | +0.7% | 13.120% | |
| 4/9/2025 | Flagstar Advisors Inc. | 8,911 | $202K | 0.1% | N/A | 0.146% | |
| 2/18/2025 | Sunbelt Securities Inc. | 1,437 | $31K | 0.0% | +91.6% | 0.019% | |
| 2/17/2025 | Cetera Investment Advisers | 120,891 | $2.61M | 0.0% | +13.2% | 1.623% | |
| 2/17/2025 | Citadel Advisors LLC | 17,599 | $380K | 0.0% | -33.5% | 0.236% | |
| 2/14/2025 | Prosperity Consulting Group LLC | 15,284 | $330K | 0.0% | -8.6% | 0.205% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 11,829 | $255K | 0.0% | -79.3% | 0.159% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 21,119 | $456K | 0.0% | +38.2% | 0.283% | |
| 2/13/2025 | Integrity Financial Corp WA | 61,560 | $1.33M | 0.8% | -4.5% | 0.826% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,967,383 | $42.48M | 0.0% | N/A | 26.408% | |
| 2/13/2025 | Advisory Services Network LLC | 23,229 | $502K | 0.0% | N/A | 0.312% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 11,672 | $252K | 0.0% | -21.6% | 0.157% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 43,503 | $939K | 0.0% | +42.7% | 0.584% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 4,697 | $101K | 0.0% | +27.4% | 0.063% | |
| 2/10/2025 | Harbour Investments Inc. | 35,310 | $762K | 0.0% | -9.8% | 0.474% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 22,080 | $477K | 0.0% | +8.3% | 0.296% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 815,920 | $17.62M | 0.0% | -3.7% | 10.952% | |
| 2/7/2025 | Grant Street Asset Management Inc. | 193,606 | $4.18M | 1.1% | -27.3% | 2.599% | |
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| 2/6/2025 | Raymond James Financial Inc. | 1,967,383 | $42.48M | 0.0% | N/A | 26.408% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 15,898 | $343K | 0.0% | -3.0% | 0.213% | |
| 2/5/2025 | Maia Wealth LLC | 289,852 | $6.26M | 1.4% | +475,067.2% | 3.891% | |
| 2/5/2025 | Noble Wealth Management PBC | 51,564 | $1.11M | 0.8% | N/A | 0.692% | |
| 2/4/2025 | IFP Advisors Inc | 57,923 | $1.25M | 0.0% | -8.3% | 0.777% | |
| 2/4/2025 | Wealthgarden F.S. LLC | 36,601 | $790K | 0.7% | N/A | 0.491% | |
| 2/3/2025 | Sigma Planning Corp | 17,139 | $370K | 0.0% | +11.5% | 0.230% | |
| 2/3/2025 | RPS Advisory Solutions LLC | 14,933 | $322K | 0.2% | -22.9% | 0.200% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 19,200 | $415K | 0.0% | +9.6% | 0.258% | |
| 1/30/2025 | Secured Retirement Advisors LLC | 36,100 | $779K | 0.4% | +20.1% | 0.485% | |
| 1/28/2025 | Stephens Inc. AR | 257,175 | $5.55M | 0.1% | -12.9% | 3.452% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 16,255 | $351K | 0.0% | -4.0% | 0.218% | |
| 1/23/2025 | Nvest Financial LLC | 29,352 | $634K | 0.3% | N/A | 0.394% | |
| 1/17/2025 | Avior Wealth Management LLC | 15,223 | $329K | 0.0% | -7.3% | 0.204% | |
| 1/16/2025 | Maltin Wealth Management Inc. | 794,552 | $17.15M | 8.4% | -0.6% | 10.665% | |
| 1/15/2025 | Cypress Wealth Services LLC | 13,799 | $298K | 0.1% | -69.2% | 0.185% | |
| 1/14/2025 | Ignite Planners LLC | 38,395 | $832K | 0.2% | +23.2% | 0.515% | |
| 1/8/2025 | International Assets Investment Management LLC | 10,984 | $239K | 0.0% | N/A | 0.147% | |
| 12/26/2024 | JPMorgan Chase & Co. | 13,026 | $298K | 0.0% | +145.3% | 0.175% | |
| 11/20/2024 | SOA Wealth Advisors LLC. | 16,447 | $376K | 0.1% | +213.8% | 0.221% | |
| 11/20/2024 | Advisory Resource Group | 10,743 | $246K | 0.1% | N/A | 0.144% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 30,490 | $698K | 0.0% | +37.9% | 0.409% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 15,276 | $350K | 0.0% | N/A | 0.205% | |
| 11/12/2024 | Flagstar Advisors Inc. | 8,911 | $204K | 0.1% | N/A | 0.120% | |
| 11/8/2024 | Grant Street Asset Management Inc. | 266,294 | $6.09M | 1.8% | -75.0% | 3.574% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 57,008 | $1.30M | 0.0% | -2.8% | 0.765% | |
| 11/5/2024 | Harbour Investments Inc. | 39,164 | $896K | 0.0% | -31.5% | 0.526% | |
| 11/4/2024 | Sigma Planning Corp | 15,375 | $352K | 0.0% | N/A | 0.206% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 3,686 | $84K | 0.0% | N/A | 0.049% | |
| 10/28/2024 | Stephens Inc. AR | 295,239 | $6.76M | 0.1% | +10.5% | 3.963% | |
| 10/23/2024 | Silver Oak Securities Incorporated | 16,937 | $390K | 0.0% | N/A | 0.227% | |
| 10/21/2024 | Integrity Financial Corp WA | 64,428 | $1.47M | 0.9% | +20.5% | 0.865% | |
| 10/18/2024 | Raymond James & Associates | 149,220 | $3.41M | 0.0% | +26.9% | 2.003% | |
| 10/9/2024 | Maltin Wealth Management Inc. | 799,654 | $18.30M | 8.9% | -0.4% | 10.734% | |
| 10/9/2024 | Cypress Wealth Services LLC | 44,858 | $1.03M | 0.2% | -1.3% | 0.602% | |
| 10/8/2024 | Ignite Planners LLC | 31,175 | $713K | 0.2% | N/A | 0.418% | |
| 10/3/2024 | Park Avenue Securities LLC | 11,610 | $266K | 0.0% | N/A | 0.156% | |
| 8/22/2024 | Cetera Investment Advisers | 91,093 | $1.99M | 0.0% | -7.9% | 1.223% | |
| 8/16/2024 | NewEdge Advisors LLC | 45,649 | $998K | 0.0% | -2.3% | 0.613% | |
| 8/8/2024 | Prosperity Consulting Group LLC | 18,325 | $401K | 0.1% | -19.1% | 0.246% | |
| 8/8/2024 | Wealthgarden F.S. LLC | 42,130 | $921K | 1.0% | N/A | 0.566% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 682,387 | $14.92M | 0.0% | +391.9% | 9.160% | |
| 7/30/2024 | Integrity Financial Corp WA | 53,456 | $1.17M | 0.7% | N/A | 0.718% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,395 | $30K | 0.0% | N/A | 0.019% | |
| 7/26/2024 | Harbour Investments Inc. | 57,190 | $1.25M | 0.0% | -76.5% | 0.768% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 88,938 | $1.94M | 0.0% | -27.4% | 1.194% | |
| 7/25/2024 | RPS Advisory Solutions LLC | 19,883 | $435K | 0.4% | N/A | 0.267% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,362,416 | $29.78M | 0.0% | +5.2% | 18.287% | |
| 7/19/2024 | Raymond James & Associates | 117,612 | $2.57M | 0.0% | -5.6% | 1.579% | |
| 7/17/2024 | SOA Wealth Advisors LLC. | 5,242 | $115K | 0.0% | +14.8% | 0.070% | |
A grave, grave error. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
| 7/16/2024 | NorthCrest Asset Manangement LLC | 37,555 | $821K | 0.0% | N/A | 0.504% | |
| 7/12/2024 | Maltin Wealth Management Inc. | 802,522 | $17.54M | 9.4% | -2.6% | 10.772% | |
| 7/12/2024 | DHJJ Financial Advisors Ltd. | 11,825 | $258K | 0.1% | +53.0% | 0.159% | |
| 5/24/2024 | Cetera Advisors LLC | 42,423 | $940K | 0.0% | +14.0% | 0.569% | |
| 5/24/2024 | Cetera Investment Advisers | 98,915 | $2.19M | 0.0% | +183.0% | 1.328% | |
| 5/10/2024 | Osaic Holdings Inc. | 535,173 | $11.86M | 0.0% | -7.7% | 7.184% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 9,943 | $220K | 0.0% | -16.6% | 0.133% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 22,642 | $502K | 0.1% | -36.6% | 0.304% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 1,055,541 | $23.39M | 7.6% | -15.7% | 14.168% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 138,717 | $3.07M | 0.0% | -12.3% | 1.850% | |
