| 5/21/2025 | Geneos Wealth Management Inc. | 9,741 | $290K | 0.0% | +32.3% | 0.030% | |
| 5/20/2025 | Belpointe Asset Management LLC | 70,225 | $2.09M | 0.1% | -1.9% | 0.217% | |
| 5/20/2025 | Integrity Alliance LLC. | 11,286 | $336K | 0.0% | N/A | 0.035% | |
| 5/19/2025 | Jane Street Group LLC | 36,269 | $1.08M | 0.0% | +249.0% | 0.115% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 94,958 | $2.88M | 0.2% | N/A | 0.301% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 33,920 | $1.01M | 0.0% | N/A | 0.108% | |
| 5/16/2025 | Jones Financial Companies Lllp | 28,840 | $858K | 0.0% | +30,257.9% | 0.091% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 32,284 | $960K | 0.7% | +8.0% | 0.102% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 66,129 | $1.97M | 1.1% | +45.3% | 0.210% | |
| 5/16/2025 | NewEdge Advisors LLC | 192,099 | $5.72M | 0.0% | +21.2% | 0.609% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 497,159 | $14.79M | 0.2% | +26.6% | 1.576% | |
| 5/15/2025 | Royal Bank of Canada | 404,261 | $12.03M | 0.0% | +108.9% | 1.281% | |
| 5/15/2025 | Betterment LLC | 9,581 | $285K | 0.0% | N/A | 0.030% | |
| 5/15/2025 | Baird Financial Group Inc. | 168,760 | $5.02M | 0.0% | +57.9% | 0.535% | |
| 5/15/2025 | WPG Advisers LLC | 11,088 | $330K | 0.3% | N/A | 0.035% | |
| 5/14/2025 | Synovus Financial Corp | 69,569 | $2.07M | 0.0% | -2.2% | 0.221% | |
| 5/14/2025 | Kestra Advisory Services LLC | 667,135 | $19.85M | 0.1% | -0.3% | 2.115% | |
| 5/14/2025 | Flow Traders U.S. LLC | 31,181 | $928K | 0.0% | N/A | 0.099% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,192,210 | $35.47M | 0.0% | +21.1% | 3.779% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 60,239 | $1.79M | 0.1% | +9.4% | 0.191% | |
| 5/12/2025 | Maia Wealth LLC | 51,980 | $1.50M | 0.3% | -13.7% | 0.165% | |
| 5/12/2025 | Independent Advisor Alliance | 237,615 | $7.07M | 0.2% | N/A | 0.753% | |
| 5/12/2025 | Benjamin Edwards Inc. | 108,189 | $3.22M | 0.0% | -4.7% | 0.343% | |
| 5/9/2025 | West Michigan Advisors LLC | 159,410 | $4.74M | 1.6% | +2.9% | 0.505% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 61,611 | $1.83M | 0.0% | -76.3% | 0.195% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 966,121 | $28.74M | 0.0% | +36.3% | 3.062% | |
| 5/8/2025 | IFG Advisory LLC | 48,144 | $1.43M | 0.1% | -12.3% | 0.153% | |
| 5/8/2025 | Moors & Cabot Inc. | 56,470 | $1.68M | 0.1% | +9.9% | 0.179% | |
| 5/8/2025 | Harbour Investments Inc. | 86,142 | $2.56M | 0.1% | +14.7% | 0.273% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 29,834 | $888K | 0.3% | +106.6% | 0.095% | |
| 5/8/2025 | Arkadios Wealth Advisors | 11,374 | $338K | 0.0% | -6.5% | 0.036% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 304,673 | $9.06M | 0.7% | +107.0% | 0.966% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 28,153 | $838K | 0.0% | -33.4% | 0.089% | |
| 5/7/2025 | LPL Financial LLC | 4,364,579 | $129.85M | 0.1% | +14.5% | 13.834% | |
| 5/6/2025 | Assetmark Inc. | 360,244 | $10.72M | 0.0% | -18.8% | 1.142% | |
| 5/6/2025 | Cetera Investment Advisers | 1,128,599 | $33.58M | 0.1% | +19.1% | 3.577% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 171,300 | $5.10M | 0.0% | +6.9% | 0.543% | |
| 5/6/2025 | AE Wealth Management LLC | 174,665 | $5.20M | 0.0% | -10.2% | 0.554% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 16,192 | $482K | 0.2% | N/A | 0.051% | |
| 5/6/2025 | PFG Advisors | 32,716 | $973K | 0.1% | -26.6% | 0.104% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 5/5/2025 | Northeast Planning Associates INC. NH | 85,119 | $2.53M | 2.1% | N/A | 0.270% | |
| 5/5/2025 | IFP Advisors Inc | 129,086 | $3.84M | 0.1% | +14.6% | 0.409% | |
| 5/5/2025 | OneAscent Financial Services LLC | 153,344 | $4.56M | 0.3% | -9.1% | 0.486% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 171,291 | $5.10M | 0.1% | -9.9% | 0.543% | |
| 5/5/2025 | Impact Partnership Wealth LLC | 15,666 | $466K | 0.1% | +24.7% | 0.050% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 133,837 | $3.98M | 1.4% | +4.3% | 0.424% | |
| 5/5/2025 | ODonnell Financial Services LLC | 486,109 | $14.46M | 6.0% | +15.2% | 1.541% | |
| 5/5/2025 | Private Advisor Group LLC | 335,759 | $9.99M | 0.1% | -0.6% | 1.064% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 100,706 | $3.00M | 0.1% | N/A | 0.319% | |
| 5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 70,264 | $2.09M | 2.1% | +15.3% | 0.223% | |
| 5/2/2025 | Apollon Wealth Management LLC | 18,896 | $562K | 0.0% | +57.1% | 0.060% | |
| 5/2/2025 | Sigma Planning Corp | 198,019 | $5.89M | 0.2% | -0.4% | 0.628% | |
| 5/1/2025 | CWM LLC | 1,243,950 | $37.01M | 0.1% | +23.0% | 3.912% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 118,967 | $3.54M | 0.8% | +74.2% | 0.374% | |
| 4/30/2025 | POM Investment Strategies LLC | 228,262 | $6.79M | 7.9% | -7.6% | 0.718% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 7,860 | $234K | 0.0% | N/A | 0.025% | |
| 4/30/2025 | Synergy Investment Management LLC | 9,310 | $277K | 0.1% | +61.9% | 0.029% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,228,614 | $36.55M | 0.0% | -15.5% | 3.864% | |
| 4/29/2025 | Bank of New York Mellon Corp | 126,063 | $3.75M | 0.0% | -27.3% | 0.396% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 10,806 | $320K | 0.0% | -3.8% | 0.034% | |
| 4/28/2025 | D.A. Davidson & CO. | 307,646 | $9.15M | 0.1% | +881.2% | 0.967% | |
| 4/28/2025 | Clarity Capital Partners LLC | 11,368 | $338K | 0.1% | +49.8% | 0.036% | |
| 4/28/2025 | Rossby Financial LCC | 2,616 | $78K | 0.0% | N/A | 0.008% | |
| 4/28/2025 | ABLE Financial Group LLC | 19,084 | $568K | 0.2% | +36.9% | 0.060% | |
| 4/25/2025 | Altus Wealth Group LLC | 43,281 | $1.29M | 0.6% | +7.3% | 0.136% | |
| 4/25/2025 | Albion Financial Group UT | 5,735 | $171K | 0.0% | +330.2% | 0.018% | |
| 4/24/2025 | Golden State Wealth Management LLC | 52,408 | $1.56M | 0.2% | +43.9% | 0.164% | |
| 4/23/2025 | KPP Advisory Services LLC | 193,805 | $5.77M | 1.1% | +2.2% | 0.608% | |
| 4/23/2025 | Western Wealth Management LLC | 30,944 | $921K | 0.1% | +22.0% | 0.097% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 22,609 | $673K | 0.1% | -66.4% | 0.071% | |
| 4/23/2025 | Perigon Wealth Management LLC | 11,012 | $328K | 0.0% | -9.4% | 0.035% | |
| 4/23/2025 | Golden State Wealth Management LLC | 104,798 | $3.12M | 0.2% | +187.8% | 0.329% | |
| 4/23/2025 | International Assets Investment Management LLC | 21,016 | $625K | 0.0% | +60.9% | 0.066% | |
| 4/23/2025 | Proactive Wealth Strategies LLC | 60,294 | $1.79M | 1.0% | -1.6% | 0.189% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 781,909 | $23.26M | 0.1% | -12.5% | 2.451% | |
| 4/22/2025 | LVZ Inc. | 107,109 | $3.19M | 0.4% | N/A | 0.336% | |
| 4/21/2025 | ORG Partners LLC | 4,000 | $119K | 0.0% | -33.3% | 0.012% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 80,801 | $2.40M | 0.0% | -28.5% | 0.251% | |
| 4/21/2025 | Centennial Wealth Advisory LLC | 42,265 | $1.26M | 0.5% | +126.4% | 0.131% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 23,473 | $698K | 0.3% | +22.4% | 0.073% | |
| 4/18/2025 | San Luis Wealth Advisors LLC | 113,431 | $3.38M | 0.7% | -26.7% | 0.353% | |
| 4/17/2025 | RiverTree Advisors LLC | 214,839 | $6.39M | 4.3% | -14.9% | 0.668% | |
| 4/17/2025 | Good Life Advisors LLC | 187,719 | $5.59M | 0.4% | +27.1% | 0.584% | |
| 4/17/2025 | Morey & Quinn Wealth Partners LLC | 11,394 | $339K | 0.3% | +25.8% | 0.035% | |
| 4/15/2025 | Redhawk Wealth Advisors Inc. | 10,059 | $299K | 0.0% | -13.3% | 0.031% | |
| 4/14/2025 | Tounjian Advisory Partners LLC | 462,896 | $13.77M | 2.5% | N/A | 1.449% | |
| 4/14/2025 | Farther Finance Advisors LLC | 40,454 | $1.21M | 0.0% | N/A | 0.127% | |
| 4/11/2025 | Kapstone Financial Advisors LLC | 50,885 | $1.51M | 0.9% | +9.4% | 0.157% | |
| 4/10/2025 | Secure Asset Management LLC | 108,609 | $3.23M | 0.6% | +13.7% | 0.335% | |
| 4/10/2025 | Iams Wealth Management LLC | 114,315 | $3.40M | 1.6% | +9.3% | 0.352% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 4/10/2025 | EWG Elevate Inc. | 177,460 | $5.28M | 2.0% | +2.1% | 0.547% | |
| 4/9/2025 | RFG Advisory LLC | 26,420 | $786K | 0.0% | +33.0% | 0.081% | |
| 4/9/2025 | Merit Financial Group LLC | 111,545 | $3.32M | 0.0% | +22.2% | 0.344% | |
| 4/9/2025 | NBC Securities Inc. | 3,057 | $90K | 0.0% | +152,750.0% | 0.009% | |
| 4/8/2025 | Private Client Services LLC | 15,720 | $468K | 0.2% | +132.8% | 0.048% | |
| 4/2/2025 | Park National Corp OH | 335,785 | $9.99M | 0.4% | +3.0% | 1.078% | |
| 4/1/2025 | Hobart Private Capital LLC | 423,574 | $12.60M | 3.2% | +111.7% | 1.360% | |
| 2/27/2025 | REAP Financial Group LLC | 2,832 | $89K | 0.0% | +81.2% | 0.009% | |
| 2/27/2025 | ABLE Financial Group LLC | 13,941 | $438K | 0.1% | +74.3% | 0.045% | |
| 2/17/2025 | Snowden Capital Advisors LLC | 108,598 | $3.41M | 0.1% | +75.5% | 0.349% | |
