| 7/10/2026 | Wealthcare Advisory Partners LLC | 22,446 | $435K | 0.0% | -5.9% | 0.158% | |
| 7/8/2026 | Gainplan LLC | 38,951 | $755K | 0.3% | +3.3% | 0.274% | |
| 6/18/2026 | Western Wealth Management LLC | 42,690 | $637K | 0.0% | +6.6% | 0.174% | |
| 6/3/2026 | NewEdge Advisors LLC | 22,264 | $332K | 0.0% | -3.1% | 0.091% | |
| 5/19/2026 | Western Wealth Management LLC | 42,690 | $637K | 0.0% | +6.6% | 0.174% | |
| 5/19/2026 | NewEdge Advisors LLC | 22,264 | $332K | 0.0% | -3.1% | 0.091% | |
| 5/13/2026 | Cetera Investment Advisers | 105,369 | $1.57M | 0.0% | +86.7% | 0.430% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 1,964 | $29K | 0.0% | N/A | 0.008% | |
| 5/6/2026 | Independent Financial Group LLC | 24,054 | $359K | 0.0% | N/A | 0.098% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 75,000 | $1.12M | 0.0% | -24.7% | 0.306% | |
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| 5/5/2026 | Sanctuary Advisors LLC | 10,874 | $162K | 0.0% | -32.6% | 0.044% | |
| 4/27/2026 | Private Advisor Group LLC | 565,964 | $8.44M | 0.0% | +4.5% | 2.618% | |
| 4/23/2026 | Flagstar Advisors Inc. | 56,766 | $847K | 0.3% | -1.1% | 0.266% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 2,112 | $35K | 0.0% | -70.9% | 0.011% | |
| 3/9/2026 | Corient Private Wealth LLC | 80,363 | $1.33M | 0.0% | -15.9% | 0.432% | |
| 2/19/2026 | Corient Private Wealth LLC | 80,363 | $1.33M | 0.0% | -15.9% | 0.432% | |
| 2/18/2026 | NewEdge Advisors LLC | 22,972 | $380K | 0.0% | -8.4% | 0.124% | |
| 2/18/2026 | Quadrature Capital Ltd | 75,444 | $1.25M | 0.0% | N/A | 0.406% | |
| 2/18/2026 | IHT Wealth Management LLC | 84,557 | $1.40M | 0.0% | N/A | 0.455% | |
| 2/17/2026 | Cetera Investment Advisers | 56,442 | $933K | 0.0% | +93.2% | 0.303% | |
| 2/17/2026 | Equitable Holdings Inc. | 14,855 | $246K | 0.0% | +13.8% | 0.080% | |
| 2/17/2026 | Private Advisor Group LLC | 541,498 | $8.95M | 0.0% | +0.2% | 2.911% | |
| 2/17/2026 | Abound Financial LLC | 1,555 | $26K | 0.0% | N/A | 0.008% | |
| 2/16/2026 | Mariner LLC | 10,227 | $169K | 0.0% | -61.9% | 0.055% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,856 | $31K | 0.0% | N/A | 0.010% | |
| 2/13/2026 | Stifel Financial Corp | 15,523 | $257K | 0.0% | N/A | 0.083% | |
| 2/13/2026 | Quattro Advisors LLC | 15,190 | $251K | 0.2% | N/A | 0.082% | |
| 2/13/2026 | Summit Financial LLC | 31,827 | $526K | 0.0% | +17.1% | 0.171% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 61,320 | $1.01M | 0.0% | -10.0% | 0.330% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 10,408 | $172K | 0.0% | +27.9% | 0.056% | |
| 2/11/2026 | LPL Financial LLC | 1,012,978 | $16.75M | 0.0% | -25.0% | 5.446% | |
| 2/11/2026 | Vise Technologies Inc. | 21,405 | $354K | 0.0% | N/A | 0.115% | |
| 2/6/2026 | Van Hulzen Asset Management LLC | 162,178 | $2.68M | 0.2% | +9.6% | 0.872% | |
| 2/6/2026 | Forefront Wealth Partners LLC | 24,207 | $400K | 0.2% | +15.9% | 0.130% | |
| 2/6/2026 | HighTower Advisors LLC | 56,578 | $935K | 0.0% | -3.0% | 0.304% | |
| 2/5/2026 | Western Wealth Management LLC | 40,060 | $662K | 0.0% | +26.1% | 0.215% | |
| 1/30/2026 | Kiker Wealth Management LLC | 11,157 | $184K | 6.1% | -98.0% | 0.060% | |
| 1/29/2026 | Sanctuary Advisors LLC | 16,124 | $267K | 0.0% | +6.4% | 0.087% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 99,638 | $1.65M | 0.0% | +5.3% | 0.536% | |
| 1/23/2026 | Sumitomo Mitsui Trust Group Inc. | 16,000 | $264K | 0.0% | +33.3% | 0.086% | |
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| 1/23/2026 | Gainplan LLC | 43,942 | $726K | 0.3% | -6.8% | 0.237% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 2,485 | $41K | 0.0% | N/A | 0.013% | |
| 1/20/2026 | Secure Asset Management LLC | 29,770 | $492K | 0.1% | -7.9% | 0.160% | |
| 1/15/2026 | JP Wealth Management Inc. | 275,570 | $4.56M | 3.2% | +2.2% | 1.522% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 19,746 | $326K | 0.0% | -18.9% | 0.109% | |
| 1/13/2026 | Flagstar Advisors Inc. | 57,379 | $948K | 0.3% | -2.0% | 0.311% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 38,279 | $633K | 0.0% | N/A | 0.207% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 85,002 | $1.41M | 0.0% | -2.4% | 0.461% | |
| 11/17/2025 | NewEdge Advisors LLC | 25,087 | $546K | 0.0% | -3.8% | 0.157% | |
| 11/17/2025 | Mariner LLC | 26,872 | $584K | 0.0% | -3.7% | 0.168% | |
| 11/17/2025 | Flow Traders U.S. LLC | 66,398 | $1.44M | 0.1% | +85.0% | 0.414% | |
| 11/17/2025 | Brevan Howard Capital Management LP | 11,663 | $254K | 0.0% | N/A | 0.073% | |
| 11/17/2025 | Bank of America Corp DE | 402,699 | $8.76M | 0.0% | +285.8% | 2.514% | |
| 11/13/2025 | UBS Group AG | 26,365 | $573K | 0.0% | +28.7% | 0.165% | |
| 11/13/2025 | Private Advisor Group LLC | 540,445 | $11.76M | 0.1% | +2,219.3% | 3.374% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 68,103 | $1.48M | 0.0% | +21.1% | 0.425% | |
| 11/12/2025 | Group One Trading LLC | 5,223 | $114K | 0.0% | +62.1% | 0.033% | |
| 11/7/2025 | HighTower Advisors LLC | 58,345 | $1.27M | 0.0% | -5.2% | 0.364% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 39,458 | $858K | 0.0% | -5.2% | 0.246% | |
| 11/6/2025 | Western Wealth Management LLC | 31,775 | $691K | 0.0% | +5.2% | 0.198% | |
| 11/3/2025 | Mirae Asset Global Investments Co. Ltd. | 11,100 | $241K | 0.0% | N/A | 0.070% | |
| 10/31/2025 | B. Riley Wealth Advisors Inc. | 25,703 | $559K | 0.0% | +2.8% | 0.162% | |
| 10/29/2025 | Stegent Equity Advisors Inc. | 10,664 | $232K | 0.2% | N/A | 0.067% | |
| 10/27/2025 | Kiker Wealth Management LLC | 553,457 | $12.04M | 6.1% | +1.5% | 3.485% | |
| 10/22/2025 | Geneos Wealth Management Inc. | 94,614 | $2.06M | 0.1% | -23.9% | 0.605% | |
| 10/20/2025 | Forefront Wealth Partners LLC | 20,894 | $454K | 0.1% | N/A | 0.137% | |
| 10/15/2025 | JP Wealth Management Inc. | 269,570 | $5.86M | 3.9% | N/A | 1.872% | |
| 10/15/2025 | Client First Investment Management LLC | 65,230 | $1.42M | 0.7% | N/A | 0.453% | |
| 10/9/2025 | Secure Asset Management LLC | 32,327 | $716K | 0.1% | -16.5% | 0.221% | |
| 10/9/2025 | Gainplan LLC | 47,144 | $1.03M | 0.4% | -7.2% | 0.322% | |
| 10/7/2025 | TCP Asset Management LLC | 15,826 | $344K | 0.1% | -4.2% | 0.107% | |
| 8/27/2025 | Orion Porfolio Solutions LLC | 56,230 | $931K | 0.0% | +37.2% | 0.357% | |
| 8/19/2025 | B. Riley Wealth Advisors Inc. | 24,997 | $414K | 0.0% | N/A | 0.159% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 124,396 | $2.06M | 0.1% | +3,446.1% | 0.790% | |
| 8/15/2025 | Corient Private Wealth LLC | 191,390 | $3.17M | 0.0% | +100.0% | 1.215% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 56,230 | $931K | 0.0% | +37.2% | 0.357% | |
| 8/15/2025 | Group One Trading LLC | 3,223 | $53K | 0.0% | +77.6% | 0.020% | |
| 8/15/2025 | Bank of America Corp DE | 104,378 | $1.73M | 0.0% | +111.4% | 0.663% | |
| 8/14/2025 | Jane Street Group LLC | 387,917 | $6.42M | 0.0% | -2.1% | 2.463% | |
| 8/14/2025 | NewEdge Advisors LLC | 26,087 | $432K | 0.0% | -21.8% | 0.166% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 9,019 | $149K | 0.0% | +91.3% | 0.057% | |
| 8/13/2025 | Flow Traders U.S. LLC | 35,891 | $594K | 0.0% | -50.4% | 0.228% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 7,738 | $128K | 0.0% | N/A | 0.049% | |
| 8/11/2025 | Western Wealth Management LLC | 30,200 | $500K | 0.0% | +9.7% | 0.192% | |
| 8/8/2025 | Cetera Investment Advisers | 21,864 | $362K | 0.0% | +65.7% | 0.139% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 12,000 | $199K | 0.0% | N/A | 0.080% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 41,641 | $689K | 0.0% | N/A | 0.285% | |
| 7/28/2025 | Kiker Wealth Management LLC | 545,245 | $9.02M | 5.1% | +106.1% | 3.735% | |
| 7/23/2025 | Gainplan LLC | 50,828 | $841K | 0.4% | -44.8% | 0.356% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 24,343 | $403K | 0.0% | +6.5% | 0.171% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
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| 7/14/2025 | Flagstar Advisors Inc. | 72,184 | $1.20M | 0.3% | +2.5% | 0.524% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,015 | $116K | 0.0% | N/A | 0.051% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 86,682 | $1.53M | 0.0% | N/A | 0.629% | |
| 7/10/2025 | Secure Asset Management LLC | 38,716 | $641K | 0.1% | N/A | 0.281% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 3,508 | $32K | 0.0% | -98.2% | 0.025% | |
| 5/19/2025 | Jane Street Group LLC | 396,256 | $3.58M | 0.0% | +179.1% | 2.781% | |
| 5/14/2025 | Flow Traders U.S. LLC | 72,321 | $653K | 0.0% | N/A | 0.508% | |
| 5/13/2025 | HighTower Advisors LLC | 55,143 | $498K | 0.0% | +40.7% | 0.387% | |
| 5/8/2025 | Banque Cantonale Vaudoise | 3,918 | $35K | 0.0% | N/A | 0.027% | |
| 5/7/2025 | LPL Financial LLC | 1,035,932 | $9.35M | 0.0% | +26.0% | 7.270% | |