| 7/25/2025 | MGO One Seven LLC | 137,713 | $2.58M | 0.1% | +37.2% | 0.120% | |
| 7/25/2025 | Bill Few Associates Inc. | 11,600 | $217K | 0.1% | N/A | 0.010% | |
| 7/25/2025 | G2 Capital Management LLC OH | 83,486 | $1.56M | 0.4% | +1.2% | 0.073% | |
| 7/25/2025 | CWM LLC | 573,769 | $10.73M | 0.0% | +0.6% | 0.501% | |
| 7/25/2025 | Hobbs Group Advisors LLC | 46,239 | $865K | 0.3% | -15.3% | 0.040% | |
| 7/24/2025 | Eastern Bank | 17,049 | $319K | 0.0% | -81.1% | 0.015% | |
| 7/24/2025 | First Fiduciary Investment Counsel Inc. | 17,550 | $328K | 0.1% | +50.8% | 0.015% | |
| 7/24/2025 | Fourpath Capital Management LLC | 55,425 | $1.04M | 0.2% | +164.1% | 0.048% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 31,279 | $585K | 0.4% | N/A | 0.027% | |
| 7/24/2025 | Vantage Point Financial LLC | 41,207 | $771K | 0.3% | +1.5% | 0.036% | |
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| 7/24/2025 | IFP Advisors Inc | 2,550 | $48K | 0.0% | +175.7% | 0.002% | |
| 7/23/2025 | Opulen Financial Group LLC | 133,979 | $2.51M | 2.1% | +3.5% | 0.117% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 36,162 | $676K | 0.0% | +41.6% | 0.032% | |
| 7/23/2025 | BankPlus Trust Department | 2,550 | $48K | 0.0% | N/A | 0.002% | |
| 7/23/2025 | True Vision MN LLC | 104,823 | $1.96M | 1.1% | -4.5% | 0.092% | |
| 7/22/2025 | Berkshire Money Management Inc. | 2,726 | $51K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 372,654 | $6.97M | 1.1% | N/A | 0.326% | |
| 7/22/2025 | Marietta Wealth Management LLC | 341,689 | $6.39M | 0.8% | +2.0% | 0.299% | |
| 7/22/2025 | Kickstand Ventures LLC. | 372,654 | $6.97M | 1.6% | +5.1% | 0.326% | |
| 7/22/2025 | 4Thought Financial Group Inc. | 39,228 | $734K | 0.4% | +2.6% | 0.034% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 177,772 | $3.32M | 0.1% | +3.3% | 0.156% | |
| 7/21/2025 | Crews Bank & Trust | 14,400 | $269K | 0.0% | +11.6% | 0.013% | |
| 7/18/2025 | Ledgewood Wealth Advisors LLC | 212,861 | $3.98M | 2.5% | +0.6% | 0.187% | |
| 7/18/2025 | Truist Financial Corp | 78,589 | $1.47M | 0.0% | -29.8% | 0.069% | |
| 7/17/2025 | Capital Investment Advisors LLC | 18,804 | $352K | 0.0% | -4.2% | 0.016% | |
| 7/17/2025 | HB Wealth Management LLC | 33,910 | $634K | 0.0% | +2.4% | 0.030% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 894,864 | $16.73M | 0.0% | -9.5% | 0.785% | |
| 7/17/2025 | Independence Bank of Kentucky | 57,260 | $1.07M | 0.2% | +1.7% | 0.050% | |
| 7/17/2025 | Avior Wealth Management LLC | 2,591,993 | $48.47M | 1.7% | -0.2% | 2.274% | |
| 7/17/2025 | Hengehold Capital Management LLC | 15,039 | $281K | 0.0% | +28.3% | 0.013% | |
| 7/17/2025 | Western Financial Corp CA | 51,160 | $957K | 0.5% | -2.3% | 0.045% | |
| 7/16/2025 | Kirr Marbach & Co. LLC IN | 382,662 | $7.16M | 1.4% | +13.0% | 0.336% | |
| 7/16/2025 | Old Port Advisors | 82,021 | $1.53M | 0.4% | +491.8% | 0.072% | |
| 7/16/2025 | Kathmere Capital Management LLC | 340,868 | $6.37M | 0.5% | -6.0% | 0.299% | |
| 7/15/2025 | BCS Wealth Management | 265,130 | $4.96M | 1.1% | +10.2% | 0.233% | |
| 7/15/2025 | Accurate Wealth Management LLC | 28,234 | $527K | 0.1% | N/A | 0.025% | |
| 7/14/2025 | CRA Financial Services LLC | 61,883 | $1.16M | 0.2% | +3.3% | 0.054% | |
| 7/14/2025 | Oliver Luxxe Assets LLC | 116,012 | $2.17M | 0.4% | +5.2% | 0.102% | |
| 7/14/2025 | Infinity Wealth Counsel LLC | 185,804 | $3.48M | 3.5% | +2.2% | 0.163% | |
| 7/14/2025 | Whitener Capital Management Inc. | 19,958 | $373K | 0.1% | +4.8% | 0.018% | |
Altucher: Turn $900 into $108,000 in just 12 months? (Ad) Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve.
James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation. See Altucher’s Great Gain gameplan here |
| 7/11/2025 | Farther Finance Advisors LLC | 10,434 | $195K | 0.0% | +1,986.8% | 0.009% | |
| 7/11/2025 | Butensky & Cohen Financial Security Inc. | 69,773 | $1.31M | 0.4% | +3.4% | 0.061% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 16,628 | $311K | 0.1% | +51.8% | 0.015% | |
| 7/11/2025 | AA Financial Advisors LLC | 490,584 | $9.17M | 2.0% | +15.0% | 0.430% | |
| 7/11/2025 | Matthew Goff Investment Advisor LLC | 108,267 | $2.03M | 0.4% | -4.2% | 0.096% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 21,629 | $404K | 0.1% | -3.1% | 0.019% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 175,986 | $3.29M | 0.0% | +3.3% | 0.156% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 10,000 | $187K | 0.1% | N/A | 0.009% | |
| 7/9/2025 | Central Valley Advisors LLC | 505,652 | $9.46M | 3.2% | +6.1% | 0.449% | |
| 7/8/2025 | Everpar Advisors LLC | 29,295 | $548K | 0.2% | +68.1% | 0.026% | |
| 7/8/2025 | Dover Advisors LLC | 11,929 | $223K | 0.1% | -9.3% | 0.011% | |
| 7/8/2025 | Apella Capital LLC | 46,038 | $858K | 0.0% | -1.4% | 0.041% | |
| 7/8/2025 | S.E.E.D. Planning Group LLC | 181,617 | $3.40M | 1.1% | +2.4% | 0.161% | |
| 7/8/2025 | Red Spruce Capital LLC | 187,893 | $3.51M | 1.5% | -2.3% | 0.167% | |
| 7/7/2025 | Vishria Bird Financial Group LLC | 447,051 | $8.36M | 2.8% | -1.0% | 0.397% | |
| 7/1/2025 | Legacy Wealth Management LLC MS | 109,919 | $2.06M | 0.6% | -23.6% | 0.098% | |
| 5/27/2025 | Advisors Capital Management LLC | 375,243 | $6.95M | 0.1% | +2.2% | 0.357% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 137,463 | $2.55M | 0.1% | +14.0% | 0.131% | |
| 5/20/2025 | Focus Partners Wealth | 571,020 | $10.58M | 0.0% | +30.7% | 0.543% | |
| 5/20/2025 | Anchor Investment Management LLC | 3,815 | $71K | 0.0% | N/A | 0.004% | |
| 5/19/2025 | Jane Street Group LLC | 461,685 | $8.56M | 0.0% | N/A | 0.439% | |
| 5/16/2025 | Jones Financial Companies Lllp | 200,850 | $3.93M | 0.0% | +63.5% | 0.188% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 25,171 | $466K | 0.4% | N/A | 0.024% | |
| 5/16/2025 | Redwood Financial Network Corp | 35,852 | $664K | 0.5% | +18.2% | 0.034% | |
| 5/16/2025 | NewEdge Advisors LLC | 489,617 | $9.07M | 0.1% | +250.8% | 0.458% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 68,600 | $1.27M | 0.0% | +50.5% | 0.064% | |
| 5/16/2025 | Ancora Advisors LLC | 16,364 | $303K | 0.0% | +49.9% | 0.015% | |
| 5/15/2025 | EP Wealth Advisors LLC | 42,754 | $792K | 0.0% | -5.0% | 0.041% | |
| 5/15/2025 | Capital Investment Counsel LLC | 1,100,000 | $20.38M | 3.4% | +3.3% | 1.046% | |
| 5/15/2025 | Royal Bank of Canada | 1,632,719 | $30.25M | 0.0% | +11.1% | 1.553% | |
| 5/15/2025 | MAI Capital Management | 1,525,065 | $28.26M | 0.2% | +28.3% | 1.450% | |
| 5/15/2025 | Insight Wealth Partners LLC | 25,929 | $480K | 0.1% | N/A | 0.025% | |
| 5/15/2025 | Baird Financial Group Inc. | 753,369 | $13.96M | 0.0% | +38.8% | 0.716% | |
| 5/15/2025 | OLD Mission Capital LLC | 30,730 | $569K | 0.0% | -66.5% | 0.029% | |
| 5/15/2025 | Hanover Advisors Inc. | 43,342 | $803K | 0.3% | +31.7% | 0.041% | |
| 5/15/2025 | Monterey Private Wealth Inc. | 28,171 | $522K | 0.2% | +69.0% | 0.027% | |
| 5/14/2025 | Comerica Bank | 49,898 | $925K | 0.0% | +6.4% | 0.047% | |
| 5/14/2025 | Freedom Investment Management Inc. | 53,737 | $996K | 0.1% | +35.3% | 0.051% | |
| 5/14/2025 | Oliver Luxxe Assets LLC | 110,267 | $2.04M | 0.4% | +5.4% | 0.105% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 34,648 | $642K | 0.0% | +16.4% | 0.033% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 25,533 | $473K | 0.0% | +16.8% | 0.024% | |
| 5/14/2025 | Kestra Advisory Services LLC | 152,130 | $2.82M | 0.0% | +8.4% | 0.145% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 54,614 | $1.01M | 0.4% | +5.1% | 0.052% | |
| 5/14/2025 | CW Advisors LLC | 40,047 | $741K | 0.0% | N/A | 0.038% | |
| 5/14/2025 | Flow Traders U.S. LLC | 60,687 | $1.13M | 0.0% | -17.2% | 0.058% | |
| 5/14/2025 | Capital Analysts LLC | 44,908 | $832K | 0.0% | +9.3% | 0.043% | |
| 5/14/2025 | Colonial Trust Advisors | 243,581 | $4.51M | 0.4% | +5.1% | 0.232% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 3,049,470 | $56.51M | 0.6% | +12.3% | 2.900% | |
| 5/13/2025 | Tyler Stone Wealth Management | 37,000 | $686K | 0.1% | +236.4% | 0.035% | |
| 5/13/2025 | Raymond James Financial Inc. | 4,032,214 | $74.72M | 0.0% | +15.4% | 3.835% | |
Altucher: Turn $900 into $108,000 in just 12 months? (Ad) Bitcoin is breaking out — and one state just created a Strategic Crypto Reserve.
James Altucher says this marks the beginning of “Trump’s Great Gain,” a new crypto bull phase driven by emerging federal policies. He believes certain altcoins could turn $900 into $108,000 — and reveals everything in a new presentation. See Altucher’s Great Gain gameplan here |
| 5/13/2025 | Oder Investment Management LLC | 22,287 | $413K | 0.4% | +15.3% | 0.021% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 10,838 | $201K | 0.0% | N/A | 0.010% | |
| 5/13/2025 | Redmond Asset Management LLC | 15,794 | $293K | 0.1% | N/A | 0.015% | |
| 5/13/2025 | Howard Wealth Management LLC | 202,158 | $3.75M | 2.1% | -1.5% | 0.192% | |
| 5/13/2025 | Cookson Peirce & Co. Inc. | 531,853 | $9.86M | 0.5% | -1.8% | 0.506% | |
| 5/13/2025 | Infinity Wealth Counsel LLC | 181,790 | $3.37M | 3.6% | +1.3% | 0.173% | |
| 5/13/2025 | HighTower Advisors LLC | 44,182 | $819K | 0.0% | +5.9% | 0.042% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 63,539 | $1.18M | 0.1% | -2.5% | 0.060% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 708,495 | $13.13M | 0.8% | -5.0% | 0.674% | |
| 5/12/2025 | Invesco Ltd. | 2,140,738 | $39.67M | 0.0% | +11.7% | 2.036% | |
