| 8/13/2025 | Quadrature Capital Ltd | 4,300 | $214K | 0.0% | N/A | 0.018% | |
| 8/13/2025 | Integrity Investment Advisors LLC | 24,811 | $1.24M | 1.0% | -2.5% | 0.104% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 10,031 | $500K | 0.0% | N/A | 0.042% | |
| 8/12/2025 | RiverFront Investment Group LLC | 33,558 | $1.67M | 0.0% | +66.5% | 0.140% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 12,232 | $609K | 0.0% | +36.6% | 0.051% | |
| 8/12/2025 | Global Retirement Partners LLC | 83,516 | $4.16M | 0.1% | N/A | 0.349% | |
| 8/11/2025 | Semus Wealth Partners LLC | 55,982 | $2.79M | 1.8% | +6.2% | 0.234% | |
| 8/11/2025 | Cannon Advisors Inc. | 56,478 | $2.81M | 2.3% | +60.7% | 0.236% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 12,678 | $632K | 0.0% | N/A | 0.053% | |
| 8/8/2025 | Cetera Investment Advisers | 25,766 | $1.28M | 0.0% | N/A | 0.108% | |
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| 8/8/2025 | Thoroughbred Financial Services LLC | 12,050 | $600K | 0.0% | N/A | 0.050% | |
| 8/8/2025 | Meridian Wealth Management LLC | 13,304 | $663K | 0.0% | N/A | 0.056% | |
| 8/8/2025 | CFO4Life Group LLC | 6,766 | $337K | 0.1% | +44.1% | 0.028% | |
| 8/8/2025 | Good Life Advisors LLC | 38,133 | $1.90M | 0.1% | -4.7% | 0.160% | |
| 8/7/2025 | Avalon Capital Management | 55,166 | $2.75M | 0.7% | +1.8% | 0.231% | |
| 8/7/2025 | Americana Partners LLC | 5,313 | $265K | 0.0% | N/A | 0.022% | |
| 8/6/2025 | Wedbush Securities Inc. | 6,781 | $338K | 0.0% | +9.0% | 0.028% | |
| 8/6/2025 | Moors & Cabot Inc. | 17,738 | $884K | 0.0% | -19.6% | 0.074% | |
| 8/5/2025 | Bank of New York Mellon Corp | 273,625 | $13.63M | 0.0% | N/A | 1.145% | |
| 8/5/2025 | Aurdan Capital Management LLC | 26,756 | $1.33M | 0.5% | N/A | 0.112% | |
| 8/5/2025 | Mission Wealth Management LP | 128,534 | $6.40M | 0.1% | N/A | 0.538% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,108 | $205K | 0.0% | N/A | 0.017% | |
| 8/4/2025 | FRG Family Wealth Advisors LLC | 18,435 | $918K | 0.2% | -4.7% | 0.077% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 4,396 | $219K | 0.0% | N/A | 0.018% | |
| 8/4/2025 | Whalen Wealth Management Inc. | 47,654 | $2.37M | 1.5% | N/A | 0.199% | |
| 8/1/2025 | Private Wealth Partners LLC | 72,754 | $3.63M | 0.3% | +30.5% | 0.306% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 7,465 | $372K | 0.1% | +12.8% | 0.031% | |
| 8/1/2025 | Delta Investment Management LLC | 41,984 | $2.09M | 0.4% | +11.2% | 0.176% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 264,837 | $13.19M | 0.0% | N/A | 1.113% | |
| 7/31/2025 | Whipplewood Advisors LLC | 7,533 | $375K | 0.2% | +2,411.0% | 0.032% | |
| 7/31/2025 | Mason & Associates Inc | 207,975 | $10.36M | 2.4% | -5.7% | 0.874% | |
| 7/31/2025 | CAP Partners LLC | 21,791 | $1.09M | 0.7% | +23.7% | 0.092% | |
| 7/30/2025 | Cornerstone Advisory LLC | 973,018 | $48.48M | 5.2% | +10.4% | 4.088% | |
| 7/30/2025 | Strategic Blueprint LLC | 8,982 | $447K | 0.0% | N/A | 0.038% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 49,229 | $2.45M | 1.0% | +9.2% | 0.207% | |
| 7/30/2025 | Canvas Wealth Advisors LLC | 11,137 | $565K | 0.1% | -14.1% | 0.047% | |
| 7/30/2025 | Princeton Global Asset Management LLC | 6,815 | $340K | 0.1% | +23.6% | 0.029% | |
| 7/29/2025 | Balboa Wealth Partners | 7,470 | $372K | 0.1% | +3.0% | 0.032% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,696 | $782K | 0.0% | N/A | 0.066% | |
| 7/29/2025 | Latitude Advisors LLC | 4,288 | $214K | 0.1% | N/A | 0.018% | |
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| 7/28/2025 | Sagespring Wealth Partners LLC | 80,443 | $4.01M | 0.0% | N/A | 0.339% | |
| 7/28/2025 | Elmwood Wealth Management Inc. | 76,885 | $3.83M | 1.5% | -7.6% | 0.324% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 129,069 | $6.43M | 0.0% | N/A | 0.554% | |
| 7/25/2025 | MGO One Seven LLC | 10,420 | $519K | 0.0% | -7.6% | 0.045% | |
| 7/25/2025 | Ellis Investment Partners LLC | 42,685 | $2.13M | 0.4% | +711.2% | 0.183% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 5,205 | $259K | 0.2% | N/A | 0.022% | |
| 7/24/2025 | Aurora Private Wealth Inc. | 83,932 | $4.18M | 3.1% | +5.4% | 0.360% | |
| 7/24/2025 | Ulland Investment Advisors LLC | 12,980 | $647K | 0.5% | +464.3% | 0.056% | |
| 7/24/2025 | Moseley Investment Management Inc. | 7,262 | $362K | 0.1% | +4.0% | 0.031% | |
| 7/23/2025 | Ignite Planners LLC | 4,618 | $232K | 0.0% | N/A | 0.019% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 29,782 | $1.50M | 0.4% | +17.5% | 0.137% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 25,460 | $1.27M | 1.3% | -12.4% | 0.117% | |
| 7/22/2025 | DAVENPORT & Co LLC | 58,625 | $2.92M | 0.0% | +24.7% | 0.270% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 16,757 | $835K | 0.2% | +191.4% | 0.077% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 74,372 | $3.71M | 0.1% | +5.4% | 0.343% | |
| 7/21/2025 | Investment Planning Advisors Inc. | 24,733 | $1.23M | 0.4% | +7.2% | 0.114% | |
| 7/21/2025 | Jmac Enterprises LLC | 189,347 | $9.43M | 2.0% | +51.8% | 0.873% | |
| 7/18/2025 | Parsons Capital Management Inc. RI | 6,280 | $313K | 0.0% | -6.0% | 0.029% | |
| 7/18/2025 | Northeast Financial Group Inc. | 114,551 | $5.71M | 1.7% | +10.3% | 0.533% | |
| 7/18/2025 | Childress Capital Advisors LLC | 93,069 | $4.64M | 1.2% | +149.5% | 0.433% | |
| 7/18/2025 | Requisite Capital Management LLC | 1,356,462 | $67.58M | 14.6% | N/A | 6.309% | |
| 7/18/2025 | Truist Financial Corp | 48,368 | $2.41M | 0.0% | N/A | 0.225% | |
| 7/17/2025 | LexAurum Advisors LLC | 14,666 | $731K | 0.1% | +6.1% | 0.068% | |
| 7/17/2025 | Forefront Wealth Management Inc. | 41,032 | $2.04M | 1.6% | -56.3% | 0.196% | |
| 7/17/2025 | Clay Northam Wealth Management LLC | 26,140 | $1.30M | 0.8% | +8.6% | 0.125% | |
| 7/17/2025 | KWB Wealth | 5,820 | $271K | 0.0% | N/A | 0.028% | |
| 7/16/2025 | Perigon Wealth Management LLC | 43,522 | $2.17M | 0.1% | +87.9% | 0.208% | |
| 7/15/2025 | Regatta Capital Group LLC | 5,755 | $287K | 0.0% | N/A | 0.028% | |
| 7/15/2025 | McCarthy & Cox | 389,310 | $19.40M | 5.1% | +13.7% | 1.863% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 62,901 | $3.13M | 2.9% | +13.9% | 0.301% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 501,313 | $24.98M | 7.7% | +43.8% | 2.399% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 10,367 | $516K | 0.1% | N/A | 0.050% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 57,475 | $2.87M | 0.0% | +31.5% | 0.280% | |
| 7/10/2025 | High Net Worth Advisory Group LLC | 13,499 | $673K | 0.2% | +6.3% | 0.066% | |
| 7/10/2025 | SK Wealth Management LLC | 276,514 | $13.80M | 6.0% | +37.3% | 1.349% | |
| 7/10/2025 | Financial Management Network Inc. | 19,127 | $955K | 0.2% | +3.2% | 0.093% | |
| 7/8/2025 | Next Level Private LLC | 13,820 | $688K | 0.2% | -32.6% | 0.067% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,040 | $151K | 0.0% | N/A | 0.015% | |
| 7/7/2025 | Salem Investment Counselors Inc. | 2,500 | $125K | 0.0% | +85.2% | 0.012% | |
| 7/3/2025 | Collective Family Office LLC | 12,871 | $641K | 0.2% | +3.0% | 0.088% | |
| 7/2/2025 | Waller Financial Planning Group Inc. | 6,809 | $339K | 0.1% | N/A | 0.047% | |
| 5/20/2025 | Jupiter Wealth Management LLC | 5,889 | $285K | 0.2% | -26.1% | 0.040% | |
| 5/19/2025 | Jane Street Group LLC | 81,992 | $3.82M | 0.0% | +857.0% | 0.562% | |
| 5/16/2025 | NewEdge Advisors LLC | 57,903 | $2.70M | 0.0% | -63.3% | 0.397% | |
| 5/16/2025 | Curi RMB Capital LLC | 17,568 | $819K | 0.0% | +3.8% | 0.120% | |
| 5/15/2025 | Royal Bank of Canada | 103,307 | $4.82M | 0.0% | +419.4% | 0.708% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 19,345 | $902K | 0.2% | +25.3% | 0.133% | |
| 5/15/2025 | Graney & King LLC | 369,795 | $17.24M | 12.8% | +40.0% | 2.533% | |
| 5/14/2025 | Delta Investment Management LLC | 37,748 | $1.76M | 0.4% | -2.7% | 0.259% | |
| 5/14/2025 | M Holdings Securities Inc. | 24,332 | $1.13M | 0.2% | +44.5% | 0.167% | |
HIDDEN IN THE BOOK OF GENESIS… (Ad) “This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth.
Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation. Watch Jim Rickards reveal the Old Testament Wealth Code |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 348,502 | $16.24M | 6.7% | N/A | 2.387% | |
| 5/13/2025 | HighTower Advisors LLC | 791,125 | $36.87M | 0.1% | +69.0% | 5.419% | |
| 5/12/2025 | Northeast Financial Group Inc. | 103,900 | $4.84M | 1.7% | N/A | 0.712% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 10,543 | $491K | 0.0% | -27.8% | 0.072% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 408,280 | $19.03M | 0.0% | +933.1% | 2.796% | |
| 5/8/2025 | Moors & Cabot Inc. | 22,050 | $1.03M | 0.1% | -6.5% | 0.151% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 6,615 | $308K | 0.1% | N/A | 0.045% | |
| 5/8/2025 | CAP Partners LLC | 17,616 | $821K | 0.6% | +7.7% | 0.121% | |
| 5/7/2025 | Financial Management Network Inc. | 18,526 | $863K | 0.2% | +54.8% | 0.127% | |
| 5/7/2025 | Avalon Capital Management | 54,168 | $2.53M | 0.7% | +10.9% | 0.371% | |
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