| 8/18/2025 | Kestra Investment Management LLC | 63,842 | $3.41M | 0.1% | N/A | 0.341% | |
| 8/15/2025 | Binnacle Investments Inc | 94,561 | $5.05M | 3.3% | +5.6% | 0.506% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 22,020 | $1.18M | 0.1% | +8.6% | 0.118% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 204,481 | $10.91M | 0.1% | +248.1% | 1.093% | |
| 8/15/2025 | Bank of America Corp DE | 144,050 | $7.69M | 0.0% | -4.3% | 0.770% | |
| 8/14/2025 | Jane Street Group LLC | 38,110 | $2.03M | 0.0% | +92.9% | 0.204% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,803 | $150K | 0.0% | N/A | 0.015% | |
| 8/14/2025 | Betterment LLC | 79,983 | $4.27M | 0.0% | +5.6% | 0.428% | |
| 8/13/2025 | United Wealth Management LLC | 577,940 | $30.84M | 9.0% | -2.2% | 3.091% | |
| 8/13/2025 | GeoWealth Management LLC | 237,003 | $12.65M | 0.5% | -21.5% | 1.267% | |
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| 8/13/2025 | EverSource Wealth Advisors LLC | 28,773 | $1.54M | 0.1% | +9.6% | 0.154% | |
| 8/12/2025 | CreativeOne Wealth LLC | 16,217 | $865K | 0.0% | +6.6% | 0.087% | |
| 8/12/2025 | Hill Investment Group Partners LLC | 912,547 | $48.69M | 6.3% | +0.3% | 4.880% | |
| 8/12/2025 | Tableaux LLC | 24,000 | $1.28M | 0.1% | -42.4% | 0.128% | |
| 8/11/2025 | Babb Wealth Advisors LLC | 160,626 | $8.57M | 6.3% | +4.8% | 0.859% | |
| 8/8/2025 | Cetera Investment Advisers | 5,498 | $293K | 0.0% | N/A | 0.029% | |
| 8/8/2025 | W.H. Cornerstone Investments Inc. | 64,936 | $3.47M | 2.2% | N/A | 0.347% | |
| 8/8/2025 | SageOak Financial LLC | 210,523 | $11.23M | 9.0% | -0.5% | 1.126% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 577,833 | $30.83M | 11.9% | +5.0% | 3.090% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 378,980 | $20.22M | 0.3% | +103.5% | 2.027% | |
| 8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 6,971 | $373K | 0.2% | -20.9% | 0.037% | |
| 8/4/2025 | Integrity Alliance LLC. | 195,704 | $10.44M | 0.6% | -0.7% | 1.047% | |
| 8/4/2025 | Assetmark Inc. | 280,704 | $14.98M | 0.0% | +8.6% | 1.501% | |
| 8/1/2025 | Austin Private Wealth LLC | 34,875 | $1.86M | 0.1% | +520.1% | 0.186% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 13,716 | $732K | 0.0% | N/A | 0.073% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 225,824 | $12.05M | 0.0% | +18.7% | 1.208% | |
| 7/31/2025 | Planning Center Inc. | 1,266,696 | $67.59M | 7.5% | +2.5% | 6.960% | |
| 7/30/2025 | Silver Oak Wealth Advisors Services LLC | 69,821 | $3.73M | 2.7% | N/A | 0.384% | |
| 7/29/2025 | AssuredPartners Investment Advisors LLC | 9,991 | $533K | 0.1% | +89.2% | 0.055% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 8,624 | $460K | 0.1% | N/A | 0.047% | |
| 7/28/2025 | Wealthspan Partners LLC | 11,363 | $606K | 0.3% | -9.4% | 0.062% | |
| 7/28/2025 | Verisail Partners LLC | 383,299 | $20.45M | 8.7% | +0.6% | 2.106% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,931 | $637K | 0.0% | -12.2% | 0.067% | |
| 7/25/2025 | PrairieView Partners LLC | 850,209 | $45.37M | 4.4% | +2.3% | 4.750% | |
| 7/24/2025 | Vantage Point Financial LLC | 86,368 | $4.61M | 2.0% | +4.1% | 0.483% | |
| 7/24/2025 | Grand Wealth Management LLC | 4,551 | $243K | 0.1% | +4.5% | 0.025% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 19,835 | $1.06M | 0.6% | +327.2% | 0.111% | |
| 7/22/2025 | Yardley Wealth Management LLC | 192,920 | $10.29M | 5.6% | +3.3% | 1.078% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 9,997 | $533K | 0.2% | N/A | 0.056% | |
| 7/22/2025 | Vested Financial Planning LLC | 36,079 | $1.93M | 1.7% | -16.7% | 0.202% | |
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| 7/21/2025 | Greenwood Capital Associates LLC | 10,968 | $585K | 0.1% | +82.0% | 0.061% | |
| 7/18/2025 | Bridge Generations Wealth Management LLC | 9,420 | $503K | 0.3% | +286.1% | 0.053% | |
| 7/18/2025 | Truist Financial Corp | 53,993 | $2.88M | 0.0% | -2.5% | 0.302% | |
| 7/17/2025 | Mattern Wealth Management LLC | 305,510 | $16.30M | 3.4% | +1.2% | 1.707% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 162,842 | $8.69M | 4.1% | +6.2% | 0.910% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 40,358 | $2.15M | 1.0% | +19.8% | 0.225% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 68,699 | $3.67M | 2.5% | -1.8% | 0.384% | |
| 7/14/2025 | Sowell Financial Services LLC | 27,809 | $1.48M | 0.1% | +6.8% | 0.155% | |
| 7/11/2025 | Farther Finance Advisors LLC | 37,050 | $1.98M | 0.0% | +33.6% | 0.207% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 178,127 | $9.49M | 4.2% | N/A | 0.995% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 473,893 | $25.29M | 4.1% | +19.1% | 2.693% | |
| 7/8/2025 | Apella Capital LLC | 1,348,633 | $71.92M | 1.9% | +43.9% | 7.663% | |
| 7/7/2025 | Shotwell Rutter Baer Inc | 227,258 | $12.15M | 8.3% | N/A | 1.291% | |
| 7/3/2025 | Lam Group Inc. | 19,010 | $1.01M | 0.7% | -53.8% | 0.109% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 33,680 | $1.76M | 0.9% | N/A | 0.220% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 11,488 | $600K | 0.0% | +81.7% | 0.075% | |
| 5/20/2025 | Integrity Alliance LLC. | 197,015 | $10.29M | 0.4% | N/A | 1.288% | |
| 5/19/2025 | Jane Street Group LLC | 19,752 | $1.03M | 0.0% | -76.7% | 0.129% | |
| 5/16/2025 | HFM Investment Advisors LLC | 190,460 | $9.95M | 2.9% | N/A | 1.245% | |
| 5/16/2025 | Copperleaf Capital LLC | 21,453 | $1.12M | 0.7% | -2.4% | 0.140% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 4,832 | $252K | 0.0% | N/A | 0.032% | |
| 5/15/2025 | Betterment LLC | 75,715 | $3.96M | 0.0% | +18.6% | 0.495% | |
| 5/14/2025 | Note Advisors LLC | 19,887 | $1.04M | 0.9% | +16.5% | 0.130% | |
| 5/14/2025 | CreativeOne Wealth LLC | 15,219 | $795K | 0.0% | +41.5% | 0.099% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 910,088 | $47.55M | 6.5% | -0.2% | 5.948% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 20,282 | $1.06M | 0.1% | +1.9% | 0.133% | |
| 5/13/2025 | Elequin Capital LP | 3,238 | $169K | 0.0% | -82.5% | 0.021% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 26,263 | $1.37M | 0.1% | +24.8% | 0.172% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 186,222 | $9.73M | 0.3% | +0.3% | 1.217% | |
| 5/13/2025 | HighTower Advisors LLC | 419,560 | $21.92M | 0.0% | +4.0% | 2.742% | |
| 5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 155,983 | $8.18M | 0.6% | +4.5% | 1.019% | |
| 5/12/2025 | Virtu Financial LLC | 10,535 | $550K | 0.0% | N/A | 0.069% | |
| 5/9/2025 | PrairieView Partners LLC | 831,148 | $43.43M | 4.5% | +4.2% | 5.432% | |
| 5/8/2025 | Tillman Hartley LLC | 7,300 | $381K | 0.1% | N/A | 0.048% | |
| 5/6/2025 | Assetmark Inc. | 258,444 | $13.50M | 0.0% | -2.8% | 1.689% | |
| 5/6/2025 | Grand Wealth Management LLC | 4,357 | $228K | 0.1% | +726.8% | 0.028% | |
| 5/6/2025 | Babb Wealth Advisors LLC | 153,243 | $8.01M | 6.4% | +6.2% | 1.002% | |
| 5/5/2025 | Millstone Evans Group LLC | 12,264 | $641K | 0.4% | +5.5% | 0.080% | |
| 5/5/2025 | IFP Advisors Inc | 12,771 | $667K | 0.0% | +10.8% | 0.083% | |
| 5/5/2025 | Private Advisor Group LLC | 198,409 | $10.37M | 0.1% | +221.3% | 1.297% | |
| 5/2/2025 | Concord Wealth Partners | 1,587 | $83K | 0.0% | N/A | 0.010% | |
| 5/2/2025 | SageOak Financial LLC | 211,526 | $11.05M | 9.8% | +38.2% | 1.374% | |
| 5/1/2025 | United Wealth Management LLC | 591,219 | $30.89M | 9.7% | +2.5% | 3.864% | |
| 5/1/2025 | Bridge Generations Wealth Management LLC | 2,440 | $127K | 0.1% | N/A | 0.016% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 69,981 | $3.66M | 2.7% | +26.8% | 0.457% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 190,168 | $9.94M | 0.0% | +14.0% | 1.243% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 105,110 | $5.49M | 0.1% | +17.9% | 0.687% | |
| 4/28/2025 | Clune & Associates LTD. | 4,296 | $224K | 0.1% | N/A | 0.028% | |
| 4/28/2025 | Vermillion Wealth Management Inc. | 153,341 | $8.01M | 2.4% | +8.6% | 1.002% | |
| 4/25/2025 | Oceanside Advisors LLC | 5,809 | $304K | 0.2% | +6.4% | 0.038% | |
Winning the AI War (Ad) What’s really driving the trade wars, reshoring, and sweeping executive orders? According to Porter Stansberry and Jeff Brown, it all traces back to one force: artificial intelligence.
Trump has declared AI a national priority—and is using emergency powers to funnel trillions into the companies building the digital and energy infrastructure behind America’s AI dominance. This isn’t speculation—it’s strategic deployment, already in motion. Click here to watch the urgent broadcast and discover two stocks they believe are best positioned to |
| 4/25/2025 | Yardley Wealth Management LLC | 186,698 | $9.76M | 5.7% | -14.8% | 1.220% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 105,808 | $5.53M | 0.7% | -1.4% | 0.692% | |
| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 8,813 | $460K | 0.3% | -24.8% | 0.058% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 550,450 | $28.76M | 12.8% | +2.9% | 3.621% | |
| 4/23/2025 | Mattern Wealth Management LLC | 301,847 | $15.77M | 3.5% | +7.3% | 1.986% | |
| 4/23/2025 | Helen Stephens Group LLC | 4,105 | $214K | 0.1% | N/A | 0.027% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 5,282 | $276K | 0.1% | +19.5% | 0.035% | |
| 4/23/2025 | Vantage Point Financial LLC | 82,953 | $4.33M | 2.2% | +9.0% | 0.546% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,976 | $260K | 0.0% | +7.1% | 0.033% | |
| 4/22/2025 | Aspire Private Capital LLC | 8,763 | $458K | 0.1% | +40.3% | 0.058% | |
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