| 6/3/2026 | NewEdge Advisors LLC | 13,200 | $147K | 0.0% | -19.0% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 38,050 | $424K | 0.0% | +2.3% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 25,008 | $279K | 0.0% | -5.5% | 0.000% | |
| 5/4/2026 | Retirement Planning Group LLC | 18,083 | $202K | 0.0% | +60.6% | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 5,643 | $63K | 0.0% | N/A | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 22,652 | $253K | 0.0% | +33.3% | 0.000% | |
| 4/17/2026 | PMG Family Office LLC | 45,698 | $510K | 0.6% | +5.1% | 0.000% | |
| 4/17/2026 | Brookstone Capital Management | 48,760 | $544K | 0.0% | +2.5% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 40,293 | $459K | 0.0% | +115.1% | 0.000% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 10,242 | $117K | 0.0% | N/A | 0.000% | |
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| 2/18/2026 | NewEdge Advisors LLC | 16,300 | $186K | 0.0% | -5.8% | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 172,012 | $1.96M | 0.0% | +1.7% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 10,068 | $115K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 27,720 | $316K | 0.0% | +133.9% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 26,459 | $301K | 0.0% | -4.6% | 0.000% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 158,611 | $1.81M | 0.0% | -8.0% | 0.000% | |
| 2/13/2026 | Cohen & Steers Inc. | 57,277 | $652K | 0.0% | +90.4% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 107,333 | $1.22M | 0.0% | -3.7% | 0.000% | |
| 2/12/2026 | Principal Securities Inc. | 175,618 | $2M | 0.0% | -2.7% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 213,039 | $2.43M | 0.0% | -5.6% | 0.000% | |
| 2/9/2026 | Harbour Investments Inc. | 49,700 | $566K | 0.0% | -5.2% | 0.000% | |
| 2/3/2026 | Retirement Planning Group LLC | 11,263 | $128K | 0.0% | N/A | 0.000% | |
| 2/2/2026 | Wolverine Asset Management LLC | 76,672 | $873K | 0.0% | -15.8% | 0.000% | |
| 1/28/2026 | PMG Family Office LLC | 43,468 | $495K | 0.6% | -2.8% | 0.000% | |
| 1/26/2026 | Shaker Financial Services LLC | 183,144 | $2.10M | 0.7% | -14.6% | 0.000% | |
| 1/15/2026 | Brookstone Capital Management | 47,583 | $542K | 0.0% | +5.8% | 0.000% | |
| 1/13/2026 | CoreCap Advisors LLC | 5,615 | $64K | 0.0% | +36.5% | 0.000% | |
| 12/22/2025 | PMG Family Office LLC | 44,715 | $538K | 0.6% | N/A | 0.000% | |
| 12/2/2025 | Allworth Financial LP | 6,001 | $72K | 0.0% | -14.3% | 0.000% | |
| 11/17/2025 | NewEdge Advisors LLC | 17,300 | $208K | 0.0% | +6.8% | 0.000% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 172,367 | $2.08M | 0.0% | N/A | 0.000% | |
| 11/14/2025 | Prairie Wealth Advisors Inc. | 88,575 | $1.07M | 0.4% | +1.9% | 0.000% | |
| 11/13/2025 | UBS Group AG | 84,734 | $1.02M | 0.0% | -9.7% | 0.000% | |
| 11/6/2025 | Advisors Asset Management Inc. | 111,477 | $1.34M | 0.0% | +9.6% | 0.000% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 166,291 | $2.00M | 0.0% | +3.3% | 0.000% | |
| 10/24/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 10,496 | $126K | 0.0% | N/A | 0.000% | |
| 10/22/2025 | Shaker Financial Services LLC | 214,332 | $2.58M | 0.9% | +34.6% | 0.000% | |
| 10/22/2025 | CoreCap Advisors LLC | 4,115 | $50K | 0.0% | -68.7% | 0.000% | |
| 10/15/2025 | Brookstone Capital Management | 44,992 | $542K | 0.0% | +13.5% | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 16,896 | $198K | 0.0% | +64.6% | 0.000% | |
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| 8/14/2025 | Raymond James Financial Inc. | 23,275 | $273K | 0.0% | -8.8% | 0.000% | |
| 8/13/2025 | Guggenheim Capital LLC | 185,568 | $2.17M | 0.0% | -8.8% | 0.000% | |
| 8/13/2025 | Invesco Ltd. | 70,604 | $827K | 0.0% | -18.0% | 0.000% | |
| 8/12/2025 | Advisors Asset Management Inc. | 101,748 | $1.19M | 0.0% | +355.9% | 0.000% | |
| 8/7/2025 | Allworth Financial LP | 7,001 | $82K | 0.0% | N/A | 0.000% | |
| 8/5/2025 | Shaker Financial Services LLC | 159,279 | $1.87M | 0.7% | -20.3% | 0.000% | |
| 8/4/2025 | Wolverine Asset Management LLC | 91,189 | $1.07M | 0.0% | +36.4% | 0.000% | |
| 8/4/2025 | Prairie Wealth Advisors Inc. | 86,925 | $1.02M | 0.4% | +4.0% | 0.000% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 161,024 | $1.89M | 0.0% | +2.6% | 0.000% | |
| 7/30/2025 | Brookstone Capital Management | 39,634 | $464K | 0.0% | +10.4% | 0.000% | |
| 7/28/2025 | Harbour Investments Inc. | 52,714 | $617K | 0.0% | -5.9% | 0.000% | |
| 7/2/2025 | Capital Market Strategies LLC | 11,168 | $131K | 0.1% | -32.6% | 0.000% | |
| 5/16/2025 | Advisors Asset Management Inc. | 22,320 | $231K | 0.0% | N/A | 0.000% | |
| 5/12/2025 | Invesco Ltd. | 86,130 | $890K | 0.0% | -2.4% | 0.000% | |
| 5/12/2025 | Wolverine Asset Management LLC | 66,852 | $691K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Shaker Financial Services LLC | 199,765 | $2.06M | 0.8% | +76.5% | 0.000% | |
| 5/8/2025 | Harbour Investments Inc. | 56,041 | $579K | 0.0% | +3.0% | 0.000% | |
| 5/7/2025 | LPL Financial LLC | 231,775 | $2.39M | 0.0% | +2.0% | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 6,748 | $70K | 0.0% | +104.3% | 0.000% | |
| 4/22/2025 | Prairie Wealth Advisors Inc. | 83,575 | $863K | 0.4% | +6.9% | 0.000% | |
| 4/9/2025 | NBC Securities Inc. | 4,524 | $46K | 0.0% | +113,000.0% | 0.000% | |
| 2/17/2025 | CoreCap Advisors LLC | 12,752 | $145K | 0.0% | -10.1% | 0.000% | |
| 2/14/2025 | Shaker Financial Services LLC | 113,152 | $1.30M | 0.5% | N/A | 0.000% | |
| 2/13/2025 | NewEdge Advisors LLC | 16,800 | $191K | 0.0% | -12.0% | 0.000% | |
| 2/13/2025 | Guggenheim Capital LLC | 250,659 | $2.85M | 0.0% | +30.0% | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 26,160 | $298K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Invesco Ltd. | 88,223 | $1.01M | 0.0% | +2.4% | 0.000% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 157,136 | $1.79M | 0.0% | +13.0% | 0.000% | |
| 2/11/2025 | LPL Financial LLC | 227,247 | $2.59M | 0.0% | +1.9% | 0.000% | |
| 2/6/2025 | Raymond James Financial Inc. | 26,160 | $298K | 0.0% | N/A | 0.000% | |
| 1/30/2025 | Principal Securities Inc. | 176,395 | $2.01M | 0.0% | +10.6% | 0.000% | |
| 1/28/2025 | Golden State Wealth Management LLC | 3,303 | $38K | 0.0% | N/A | 0.000% | |
| 1/28/2025 | Prairie Wealth Advisors Inc. | 78,175 | $897K | 0.4% | +9.4% | 0.000% | |
| 11/5/2024 | Harbour Investments Inc. | 54,392 | $650K | 0.0% | -7.4% | 0.000% | |
| 10/9/2024 | San Luis Wealth Advisors LLC | 10,851 | $130K | 0.0% | -21.0% | 0.000% | |
| 10/8/2024 | Brookstone Capital Management | 20,389 | $244K | 0.0% | +4.5% | 0.000% | |
| 7/26/2024 | Harbour Investments Inc. | 58,725 | $651K | 0.0% | +5.4% | 0.000% | |
| 7/1/2024 | Capital Market Strategies LLC | 17,283 | $191K | 0.1% | -5.1% | 0.000% | |
| 5/17/2024 | Comerica Bank | 6,585 | $68K | 0.0% | +43.6% | 0.000% | |
| 4/15/2024 | Brookstone Capital Management | 19,463 | $202K | 0.0% | +18.8% | 0.000% | |
| 2/7/2024 | Shaker Financial Services LLC | 80,650 | $739K | 0.3% | +24.6% | 0.000% | |
| 2/7/2024 | Principal Securities Inc. | 180,522 | $1.64M | 0.1% | N/A | 0.000% | |
| 2/2/2024 | Gilliland Jeter Wealth Management LLC | 18,076 | $164K | 0.1% | N/A | 0.000% | |
| 2/1/2024 | Wolverine Asset Management LLC | 60,494 | $549K | 0.0% | +5,022.3% | 0.000% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 21,359 | $194K | 0.0% | +54.8% | 0.000% | |
| 1/16/2024 | CoreCap Advisors LLC | 13,811 | $125K | 0.0% | +22.8% | 0.000% | |
| 1/11/2024 | Brookstone Capital Management | 16,377 | $149K | 0.0% | +36.0% | 0.000% | |
| 11/13/2023 | Kestra Advisory Services LLC | 20,852 | $182K | 0.0% | -17.0% | 0.000% | |
| 11/4/2023 | NBC Securities Inc. | 4,104 | $35K | 0.0% | N/A | 0.000% | |
| 11/2/2023 | Shaker Financial Services LLC | 64,726 | $566K | 0.3% | +73.7% | 0.000% | |
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Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect. Discover all 4 steps to help protect your bank account now |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 13,800 | $121K | 0.0% | N/A | 0.000% | |
| 10/18/2023 | Capital Market Strategies LLC | 19,571 | $169K | 0.1% | -13.3% | 0.000% | |
| 8/11/2023 | Guggenheim Capital LLC | 100,085 | $966K | 0.0% | -21.7% | 0.000% | |
| 8/7/2023 | Wolverine Asset Management LLC | 55,245 | $536K | 0.0% | -15.5% | 0.000% | |
| 8/7/2023 | Shaker Financial Services LLC | 37,260 | $361K | 0.2% | +26.9% | 0.000% | |
| 7/31/2023 | LPL Financial LLC | 156,350 | $1.52M | 0.0% | +12.1% | 0.000% | |
| 7/28/2023 | Calamos Wealth Management LLC | 113,930 | $1.10M | 0.1% | +3.3% | 0.000% | |
| 7/6/2023 | Capital Market Strategies LLC | 22,578 | $219K | 0.2% | -10.8% | 0.000% | |
| 5/12/2023 | Capital Market Strategies LLC | 25,311 | $238K | 0.4% | -5.6% | 0.000% | |
| 5/11/2023 | Guggenheim Capital LLC | 127,900 | $1.20M | 0.0% | -19.6% | 0.000% | |