| 8/15/2025 | Corient Private Wealth LLC | 17,586 | $468K | 0.0% | -3.2% | 0.075% | |
| 8/15/2025 | MML Investors Services LLC | 58,033 | $1.50M | 0.0% | -21.5% | 0.247% | |
| 8/15/2025 | Bank of America Corp DE | 2,810,380 | $72.65M | 0.0% | -6.7% | 11.959% | |
| 8/15/2025 | Ameriprise Financial Inc. | 127,630 | $3.30M | 0.0% | +22.4% | 0.543% | |
| 8/14/2025 | Raymond James Financial Inc. | 8,366 | $216K | 0.0% | N/A | 0.036% | |
| 8/14/2025 | NewEdge Advisors LLC | 115,519 | $2.99M | 0.0% | -55.1% | 0.492% | |
| 8/14/2025 | Cerity Partners LLC | 51,156 | $1.32M | 0.0% | +30.8% | 0.218% | |
| 8/13/2025 | Cresset Asset Management LLC | 16,023 | $414K | 0.0% | -40.4% | 0.068% | |
| 8/13/2025 | Baird Financial Group Inc. | 53,265 | $1.38M | 0.0% | +6.9% | 0.227% | |
| 8/13/2025 | Trek Financial LLC | 59,486 | $1.54M | 0.1% | +22.3% | 0.253% | |
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| 8/13/2025 | Quadrature Capital Ltd | 234,889 | $6.07M | 0.1% | +200.9% | 1.000% | |
| 8/13/2025 | Hsbc Holdings PLC | 26,168 | $676K | 0.0% | +40.9% | 0.111% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 98,947 | $2.56M | 0.0% | -65.2% | 0.421% | |
| 8/12/2025 | JPMorgan Chase & Co. | 7,394 | $191K | 0.0% | -21.7% | 0.031% | |
| 8/11/2025 | TRUE Private Wealth Advisors | 647,638 | $16.74M | 1.9% | N/A | 2.756% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 17,313 | $448K | 0.0% | -3.4% | 0.074% | |
| 8/8/2025 | Cetera Investment Advisers | 22,894 | $592K | 0.0% | -1.7% | 0.097% | |
| 8/8/2025 | Creative Planning | 12,502 | $323K | 0.0% | N/A | 0.053% | |
| 8/8/2025 | Evolution Wealth Advisors LLC | 155,053 | $4.01M | 0.6% | -6.2% | 0.660% | |
| 8/8/2025 | Wealth Alliance LLC | 99,059 | $2.56M | 0.3% | N/A | 0.422% | |
| 8/6/2025 | AE Wealth Management LLC | 12,936 | $334K | 0.0% | +17.5% | 0.055% | |
| 8/5/2025 | Marion Wealth Management | 16,047 | $415K | 0.1% | -33.7% | 0.068% | |
| 8/4/2025 | Assetmark Inc. | 18,944 | $490K | 0.0% | +69.9% | 0.081% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 20,119 | $520K | 0.0% | -25.6% | 0.086% | |
| 7/31/2025 | Carrera Capital Advisors | 66,827 | $1.73M | 0.3% | -6.7% | 0.284% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 97,293 | $2.52M | 0.0% | -27.0% | 0.414% | |
| 7/31/2025 | GenTrust LLC | 42,760 | $1.11M | 0.1% | N/A | 0.182% | |
| 7/30/2025 | Brookstone Capital Management | 22,180 | $573K | 0.0% | +28.9% | 0.094% | |
| 7/30/2025 | VCI Wealth Management LLC | 195,133 | $5.04M | 1.8% | +8.4% | 0.830% | |
| 7/29/2025 | Madison Wealth Partners Inc | 9,570 | $247K | 0.1% | -30.4% | 0.041% | |
| 7/29/2025 | Tradewinds Capital Management LLC | 7,556 | $195K | 0.0% | -99.3% | 0.032% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 60,388 | $1.56M | 0.3% | +8.3% | 0.257% | |
| 7/23/2025 | Vontobel Holding Ltd. | 202,000 | $5.22M | 0.0% | -37.5% | 0.863% | |
| 7/23/2025 | Peak Financial Management Inc. | 65,102 | $1.68M | 0.5% | -73.3% | 0.278% | |
| 7/23/2025 | Tcfg Wealth Management LLC | 8,166 | $211K | 0.1% | N/A | 0.035% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,161 | $30K | 0.0% | N/A | 0.005% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,974 | $310K | 0.0% | +31.5% | 0.051% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 62,100 | $1.61M | 0.0% | +314.0% | 0.265% | |
| 7/18/2025 | Truist Financial Corp | 400,194 | $10.35M | 0.0% | -10.7% | 1.710% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 1,530 | $40K | 0.0% | N/A | 0.007% | |
This stock could leave NVDA in the dust (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
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| 7/17/2025 | Avior Wealth Management LLC | 85,659 | $2.21M | 0.1% | -2.4% | 0.366% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 71,318 | $1.88M | 0.3% | +1.6% | 0.305% | |
| 7/15/2025 | Spectrum Planning & Advisory Services Inc. | 14,088 | $364K | 0.2% | N/A | 0.060% | |
| 7/15/2025 | EWG Elevate Inc. | 20,818 | $538K | 0.2% | -2.1% | 0.089% | |
| 7/15/2025 | Alhambra Investment Management LLC | 79,965 | $2.07M | 1.0% | +2.5% | 0.342% | |
| 7/7/2025 | Aletheian Wealth Advisors LLC | 59,518 | $1.54M | 0.8% | +30.5% | 0.254% | |
| 5/20/2025 | Focus Partners Wealth | 274,387 | $7.26M | 0.0% | +1.3% | 1.153% | |
| 5/19/2025 | Jane Street Group LLC | 137,798 | $3.65M | 0.0% | +3.2% | 0.579% | |
| 5/16/2025 | Hancock Whitney Corp | 134,741 | $3.57M | 0.1% | +676.6% | 0.522% | |
| 5/16/2025 | Alliancebernstein L.P. | 781,157 | $20.68M | 0.0% | +0.1% | 3.028% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 27,039 | $716K | 0.0% | +1.9% | 0.105% | |
| 5/15/2025 | Royal Bank of Canada | 18,112 | $480K | 0.0% | +13.6% | 0.070% | |
| 5/15/2025 | MAI Capital Management | 1,347 | $36K | 0.0% | +711.4% | 0.005% | |
| 5/15/2025 | Baird Financial Group Inc. | 49,841 | $1.32M | 0.0% | -7.0% | 0.193% | |
| 5/14/2025 | Note Advisors LLC | 58,215 | $1.54M | 1.3% | +11.4% | 0.226% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 284,272 | $7.53M | 0.0% | -5.1% | 1.102% | |
| 5/14/2025 | Kestra Advisory Services LLC | 46,968 | $1.24M | 0.0% | -19.4% | 0.182% | |
| 5/14/2025 | Compound Planning Inc. | 266,496 | $7.05M | 0.3% | +10.1% | 1.033% | |
| 5/14/2025 | Flow Traders U.S. LLC | 140,457 | $3.72M | 0.2% | N/A | 0.544% | |
| 5/14/2025 | Hsbc Holdings PLC | 18,577 | $492K | 0.0% | +12.3% | 0.072% | |
| 5/13/2025 | Sand Hill Global Advisors LLC | 29,930 | $792K | 0.0% | -42.3% | 0.116% | |
| 5/13/2025 | Cresset Asset Management LLC | 26,900 | $712K | 0.0% | +7.6% | 0.104% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 19,045 | $504K | 0.1% | -74.0% | 0.074% | |
| 5/13/2025 | HighTower Advisors LLC | 9,947 | $263K | 0.0% | +9.6% | 0.039% | |
| 5/13/2025 | Peak Financial Management Inc. | 244,053 | $6.46M | 1.9% | -0.4% | 0.946% | |
| 5/12/2025 | Simplex Trading LLC | 2,880 | $76K | 0.0% | +18.5% | 0.011% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 165,334 | $4.38M | 0.7% | -50.8% | 0.641% | |
| 5/7/2025 | Carrera Capital Advisors | 71,594 | $1.90M | 0.4% | -79.7% | 0.277% | |
| 5/7/2025 | LPL Financial LLC | 74,335 | $1.97M | 0.0% | -45.5% | 0.288% | |
| 5/6/2025 | Assetmark Inc. | 11,150 | $295K | 0.0% | N/A | 0.043% | |
| 5/6/2025 | Cetera Investment Advisers | 23,283 | $616K | 0.0% | -13.2% | 0.090% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,501 | $357K | 0.0% | +10.2% | 0.052% | |
| 5/6/2025 | AE Wealth Management LLC | 11,011 | $291K | 0.0% | +177.8% | 0.043% | |
| 5/6/2025 | VCI Wealth Management LLC | 180,093 | $4.77M | 2.0% | +3.9% | 0.698% | |
| 5/5/2025 | Nwam LLC | 158,429 | $4.19M | 0.4% | -13.7% | 0.614% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 17,922 | $474K | 0.0% | -8.5% | 0.069% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 55,754 | $1.48M | 0.3% | +209.6% | 0.216% | |
| 5/1/2025 | CWM LLC | 17,416 | $461K | 0.0% | -6.1% | 0.068% | |
| 4/30/2025 | Cerity Partners LLC | 39,103 | $1.04M | 0.0% | +35.7% | 0.152% | |
| 4/30/2025 | Trek Financial LLC | 48,650 | $1.29M | 0.1% | N/A | 0.189% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 92,091 | $2.44M | 0.0% | -10.0% | 0.357% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,664 | $44K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Vontobel Holding Ltd. | 323,300 | $8.56M | 0.0% | N/A | 1.253% | |
| 4/25/2025 | Tradewinds Capital Management LLC | 1,053,158 | $27.88M | 7.5% | N/A | 4.082% | |
| 4/25/2025 | Northwest Wealth Management LLC | 9,857 | $261K | 0.1% | +4.7% | 0.038% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 133,293 | $3.53M | 0.0% | -12.4% | 0.517% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 15,000 | $392K | 0.0% | -44.0% | 0.058% | |
| 4/23/2025 | Perigon Wealth Management LLC | 22,781 | $603K | 0.0% | +53.0% | 0.090% | |
| 4/22/2025 | Cabana LLC | 39,852 | $1.06M | 6.6% | -53.3% | 0.158% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 23,067 | $611K | 0.0% | -4.9% | 0.092% | |
This stock could leave NVDA in the dust (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast. Click to get the full details on Eric Fry's "Nvidia alternative" right here. |
| 4/22/2025 | Madison Wealth Partners Inc | 13,757 | $364K | 0.1% | -7.5% | 0.055% | |
| 4/22/2025 | Hubbell Strickland Wealth Management LLC | 13,674 | $362K | 0.2% | -5.9% | 0.054% | |
| 4/21/2025 | Avior Wealth Management LLC | 87,778 | $2.32M | 0.1% | -1.7% | 0.348% | |
| 4/17/2025 | Arkansas Financial Group Inc. | 70,171 | $1.70M | 0.3% | +5.4% | 0.277% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 10,362 | $274K | 0.0% | -9.6% | 0.041% | |
| 4/15/2025 | Alhambra Investment Management LLC | 77,981 | $2.06M | 1.1% | +20.4% | 0.308% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,718 | $72K | 0.0% | +56.4% | 0.011% | |
| 4/11/2025 | Godsey & Gibb Inc. | 1,212 | $32K | 0.0% | N/A | 0.005% | |
| 4/11/2025 | Pines Wealth Management LLC | 34,314 | $908K | 0.4% | -23.8% | 0.135% | |
| 4/10/2025 | EWG Elevate Inc. | 21,256 | $563K | 0.2% | -7.3% | 0.084% | |
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