| 6/18/2026 | Western Wealth Management LLC | 7,257 | $152K | 0.0% | N/A | 0.526% | |
| 5/19/2026 | Western Wealth Management LLC | 7,257 | $152K | 0.0% | N/A | 0.526% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 3,155 | $76K | 0.0% | +19.0% | 0.210% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,325 | $56K | 0.0% | N/A | 0.155% | |
| 2/12/2026 | Jane Street Group LLC | 23,180 | $555K | 0.0% | N/A | 1.545% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 12,216 | $293K | 0.0% | -13.5% | 0.814% | |
| 2/11/2026 | LPL Financial LLC | 33,781 | $809K | 0.0% | -7.3% | 2.252% | |
| 1/26/2026 | CWM LLC | 1,453 | $35K | 0.0% | +14,430.0% | 0.096% | |
| 1/22/2026 | Glass Jacobson Investment Advisors llc | 18,761 | $449K | 0.2% | -8.1% | 1.234% | |
| 11/14/2025 | Raymond James Financial Inc. | 15,191 | $420K | 0.0% | -73.1% | 0.932% | |
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| 11/6/2025 | Wealthfront Advisers LLC | 10,401 | $288K | 0.0% | -5.7% | 0.638% | |
| 10/29/2025 | Glass Jacobson Investment Advisors llc | 20,405 | $565K | 0.2% | +6.6% | 1.252% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,085 | $235K | 0.0% | +29.3% | 0.509% | |
| 7/31/2025 | Wealthfront Advisers LLC | 11,034 | $257K | 0.0% | -4.2% | 0.557% | |
| 7/31/2025 | Glass Jacobson Investment Advisors llc | 19,136 | $446K | 0.2% | +11.3% | 0.966% | |
| 7/28/2025 | Smart Portfolios LLC | 8,816 | $206K | 0.2% | N/A | 0.445% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 5,501 | $128K | 0.0% | -87.2% | 0.278% | |
| 5/19/2025 | Jane Street Group LLC | 15,550 | $297K | 0.0% | N/A | 0.730% | |
| 5/14/2025 | Flow Traders U.S. LLC | 57,374 | $1.10M | 0.0% | -30.5% | 2.669% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 146,856 | $2.81M | 0.0% | +12.0% | 6.831% | |
| 5/2/2025 | Wealthfront Advisers LLC | 11,521 | $220K | 0.0% | +5.7% | 0.536% | |
| 2/14/2025 | Susquehanna International Group LLP | 88,299 | $2.26M | 0.0% | +65.3% | 3.790% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 17,189 | $441K | 0.1% | +4.9% | 0.738% | |
| 2/13/2025 | Raymond James Financial Inc. | 36,569 | $938K | 0.0% | N/A | 1.569% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 131,143 | $3.36M | 0.0% | +26.7% | 5.628% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 15,565 | $399K | 0.0% | -8.1% | 0.668% | |
| 2/10/2025 | Smart Portfolios LLC | 8,367 | $215K | 0.2% | N/A | 0.359% | |
| 2/6/2025 | Raymond James Financial Inc. | 36,569 | $938K | 0.0% | N/A | 1.569% | |
| 1/15/2025 | Ameritas Advisory Services LLC | 43,058 | $1.10M | 0.0% | -12.6% | 1.779% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 16,387 | $410K | 0.1% | +4.2% | 0.655% | |
| 11/15/2024 | Jane Street Group LLC | 14,819 | $371K | 0.0% | +92.6% | 0.593% | |
| 11/14/2024 | Flow Traders U.S. LLC | 8,979 | $225K | 0.0% | N/A | 0.359% | |
| 10/22/2024 | International Assets Investment Management LLC | 6,648 | $166K | 0.0% | +2,399.2% | 0.266% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 15,719 | $410K | 0.1% | +9.7% | 0.629% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 1,140 | $30K | 0.0% | N/A | 0.046% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 18,929 | $494K | 0.0% | -8.6% | 0.757% | |
| 7/17/2024 | AdvisorNet Financial Inc | 6,850 | $179K | 0.0% | -7.3% | 0.263% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 20,713 | $585K | 0.0% | -5.9% | 0.727% | |
| 4/12/2024 | AdvisorNet Financial Inc | 7,386 | $209K | 0.0% | -43.4% | 0.259% | |
| 3/4/2024 | Vima LLC | 1,967 | $48K | 0.1% | N/A | 0.066% | |
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| 1/24/2024 | International Assets Investment Management LLC | 7,173 | $175K | 0.0% | +2,339.8% | 0.237% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 8,816 | $215K | 0.1% | +19.9% | 0.291% | |
| 1/19/2024 | AdvisorNet Financial Inc | 13,050 | $319K | 0.0% | -41.8% | 0.431% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 72,249 | $1.37M | 0.0% | +4.2% | 2.258% | |
| 11/7/2023 | Glass Jacobson Investment Advisors llc | 7,354 | $140K | 0.1% | +17.3% | 0.230% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 17,466 | $332K | 0.0% | -7.8% | 0.546% | |
| 10/24/2023 | Raymond James & Associates | 13,931 | $265K | 0.0% | -4.7% | 0.435% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 69,306 | $1.50M | 0.0% | +1.2% | 2.038% | |
| 8/4/2023 | IFP Advisors Inc | 2,474 | $94K | 0.0% | +32.3% | 0.073% | |
| 7/31/2023 | LPL Financial LLC | 44,523 | $960K | 0.0% | -12.5% | 1.310% | |
| 7/26/2023 | Glass Jacobson Investment Advisors llc | 6,269 | $135K | 0.1% | N/A | 0.184% | |
| 7/25/2023 | Raymond James & Associates | 14,619 | $315K | 0.0% | -17.0% | 0.430% | |
| 7/17/2023 | Mcdonald Partners LLC | 17,070 | $368K | 0.1% | -4.2% | 0.502% | |
| 7/14/2023 | AdvisorNet Financial Inc | 22,500 | $485K | 0.0% | -3.1% | 0.662% | |
| 5/11/2023 | Brown Brothers Harriman & Co. | 2,188 | $47K | 0.0% | N/A | 0.059% | |
| 4/28/2023 | AdvisorNet Financial Inc | 23,213 | $498K | 0.0% | +32.0% | 0.624% | |
| 4/28/2023 | Ameritas Advisory Services LLC | 43,885 | $916K | 0.0% | +17.3% | 1.180% | |
| 4/27/2023 | Money Design Co. Ltd. | 84,850 | $1.82M | 0.1% | N/A | 2.281% | |
| 4/19/2023 | Mcdonald Partners LLC | 17,827 | $382K | 0.1% | +51.3% | 0.479% | |
| 4/18/2023 | IFP Advisors Inc | 1,870 | $71K | 0.0% | -47.9% | 0.050% | |
| 4/14/2023 | Raymond James Financial Services Advisors Inc. | 19,268 | $413K | 0.0% | -5.1% | 0.518% | |
| 4/14/2023 | Raymond James & Associates | 17,623 | $378K | 0.0% | -32.3% | 0.474% | |
| 2/10/2023 | Ameritas Advisory Services LLC | 37,403 | $759K | 0.0% | +4.6% | 0.942% | |
| 2/8/2023 | Raymond James Financial Services Advisors Inc. | 20,296 | $412K | 0.0% | -46.7% | 0.511% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 20,582 | $417K | 0.0% | -4.2% | 0.518% | |
| 2/7/2023 | LPL Financial LLC | 68,663 | $1.39M | 0.0% | -7.5% | 1.730% | |
| 2/7/2023 | IFP Advisors Inc | 3,587 | $136K | 0.0% | +117.0% | 0.090% | |
| 2/6/2023 | Glass Jacobson Investment Advisors llc | 5,425 | $110K | 0.1% | N/A | 0.137% | |
| 2/3/2023 | U.S. Capital Wealth Advisors LLC | 2,006 | $41K | 0.0% | N/A | 0.050% | |
| 2/2/2023 | Simplex Trading LLC | 1,941 | $39K | 0.0% | N/A | 0.048% | |
| 1/25/2023 | Mayflower Financial Advisors LLC | 18,398 | $373K | 0.0% | +53.5% | 0.457% | |
| 1/18/2023 | Mcdonald Partners LLC | 11,782 | $239K | 0.1% | -8.3% | 0.292% | |
| 1/13/2023 | AdvisorNet Financial Inc | 17,591 | $357K | 0.0% | -23.0% | 0.437% | |
| 1/11/2023 | Weatherly Asset Management L. P. | 15,610 | $317K | 0.0% | -49.1% | 0.387% | |
| 11/15/2022 | Bison Wealth LLC | 10,853 | $240K | 0.1% | -5.2% | 0.232% | |
| 11/14/2022 | Ameritas Advisory Services LLC | 35,743 | $793K | 0.0% | +6.8% | 0.764% | |
| 11/10/2022 | RFG Advisory LLC | 11,495 | $256K | 0.0% | -8.8% | 0.246% | |
| 11/2/2022 | Rockefeller Capital Management L.P. | 3,295 | $73K | 0.0% | +17.6% | 0.070% | |
| 11/2/2022 | Ellevest Inc. | 5,025 | $111K | 0.0% | N/A | 0.107% | |
| 10/25/2022 | Indie Asset Partners LLC | 10,125 | $225K | 0.2% | -68.3% | 0.216% | |
| 10/25/2022 | Raymond James & Associates | 33,720 | $748K | 0.0% | +2.0% | 0.721% | |
| 10/25/2022 | Raymond James Financial Services Advisors Inc. | 38,051 | $844K | 0.0% | +34.6% | 0.813% | |
| 10/19/2022 | Mayflower Financial Advisors LLC | 11,983 | $266K | 0.0% | +12.2% | 0.256% | |
| 10/17/2022 | Weatherly Asset Management L. P. | 30,673 | $681K | 0.1% | -13.7% | 0.639% | |
| 10/13/2022 | SJS Investment Consulting Inc. | 1,463 | $32K | 0.0% | N/A | 0.030% | |
| 10/4/2022 | AdvisorNet Financial Inc | 22,850 | $507K | 0.1% | +38.0% | 0.474% | |
| 8/13/2022 | RFG Advisory LLC | 12,606 | $365K | 0.0% | -8.4% | 0.262% | |
| 8/12/2022 | AlphaCore Capital LLC | 84,496 | $2.15M | 1.0% | -10.6% | 1.753% | |
| 8/12/2022 | Financial Engines Advisors L.L.C. | 42,985 | $1.09M | 0.0% | +17.7% | 0.892% | |
| 8/11/2022 | O Dell Group LLC | 2,105 | $53K | 0.0% | -16.9% | 0.044% | |
Read now. Do not delete. You’ve been warned. (Ad) Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
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| 7/18/2022 | Weatherly Asset Management L. P. | 35,528 | $902K | 0.1% | -10.8% | 0.737% | |
| 7/12/2022 | Money Design Co. Ltd. | 186,122 | $4.72M | 0.4% | +43.8% | 3.861% | |
| 7/7/2022 | AdvisorNet Financial Inc | 16,557 | $420K | 0.0% | +2,278.9% | 0.344% | |
| 5/12/2022 | HAP Trading LLC | 18,358 | $681K | 0.0% | -61.0% | 0.356% | |
| 5/12/2022 | Bison Wealth LLC | 11,474 | $425K | 0.2% | +123.6% | 0.223% | |
| 5/12/2022 | Financial Engines Advisors L.L.C. | 36,536 | $1.35M | 0.0% | +663.4% | 0.709% | |
| 5/11/2022 | RFG Advisory LLC | 13,763 | $510K | 0.0% | N/A | 0.267% | |
| 5/10/2022 | Indie Asset Partners LLC | 59,480 | $2.21M | 1.7% | -4.6% | 1.155% | |
| 5/9/2022 | Ten Capital Wealth Advisors LLC | 1,204 | $45K | 0.0% | N/A | 0.023% | |
| 5/6/2022 | Weatherly Asset Management L. P. | 39,837 | $1.48M | 0.2% | -2.9% | 0.774% | |