| 7/9/2026 | First Bank & Trust | 41,519 | $2.18M | 0.3% | -13.1% | 0.002% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 10,149 | $532K | 0.0% | +5.5% | 0.001% | |
| 7/7/2026 | GAMMA Investing LLC | 11,330 | $594K | 0.0% | +8.0% | 0.001% | |
| 6/3/2026 | Parallel Advisors LLC | 9,424 | $520K | 0.0% | +17.5% | 0.000% | |
| 5/19/2026 | Arkadios Wealth Advisors | 108,026 | $5.96M | 0.1% | +0.6% | 0.005% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 6,092 | $336K | 0.0% | +67.6% | 0.000% | |
| 5/7/2026 | Parallel Advisors LLC | 9,424 | $520K | 0.0% | +17.5% | 0.000% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 48,544 | $2.68M | 0.2% | -0.9% | 0.002% | |
| 5/6/2026 | Dorsey Wright & Associates | 45,693 | $2.52M | 0.3% | N/A | 0.002% | |
| 5/6/2026 | Euro Pacific Asset Management LLC | 208,254 | $11.49M | 1.1% | -1.2% | 0.010% | |
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| 5/6/2026 | John G Ullman & Associates Inc. | 72,610 | $4.01M | 0.5% | -8.0% | 0.004% | |
| 5/5/2026 | Bank of New York Mellon Corp | 808,139 | $44.60M | 0.0% | -13.8% | 0.040% | |
| 5/4/2026 | Citizens National Bank Trust Department | 3,122 | $172K | 0.0% | +14.7% | 0.000% | |
| 5/2/2026 | Anchor Investment Management LLC | 33,440 | $1.85M | 0.2% | -5.5% | 0.002% | |
| 4/29/2026 | Nicholas Hoffman & Company LLC. | 37,910 | $2.09M | 0.0% | -15.7% | 0.002% | |
| 4/28/2026 | Bogart Wealth LLC | 1,508 | $83K | 0.0% | +15.3% | 0.000% | |
| 4/28/2026 | DGS Capital Management LLC | 42,695 | $2.36M | 0.4% | +6.9% | 0.002% | |
| 4/28/2026 | Ascentis Independent Advisors | 3,858 | $213K | 0.0% | N/A | 0.000% | |
| 4/28/2026 | AdvisorShares Investments LLC | 22,100 | $1.22M | 0.2% | N/A | 0.001% | |
| 4/28/2026 | NBT Bank N A NY | 16,568 | $914K | 0.1% | +1.9% | 0.001% | |
| 4/27/2026 | Sound Income Strategies LLC | 340,474 | $19.06M | 0.9% | -14.0% | 0.017% | |
| 4/24/2026 | Root Financial Partners LLC | 2,355 | $130K | 0.0% | -11.8% | 0.000% | |
| 4/23/2026 | Pinnacle Bancorp Inc. | 2,059 | $114K | 0.0% | -22.2% | 0.000% | |
| 4/22/2026 | Venturi Wealth Management LLC | 5,346 | $295K | 0.0% | +16.7% | 0.000% | |
| 4/21/2026 | Fiduciary Alliance LLC | 11,017 | $637K | 0.0% | -5.2% | 0.001% | |
| 4/20/2026 | Miller Howard Investments Inc. NY | 1,629,351 | $89.92M | 2.5% | -0.8% | 0.080% | |
| 4/17/2026 | AdvisorNet Financial Inc | 17,971 | $992K | 0.1% | -2.6% | 0.001% | |
| 4/17/2026 | Atlas Brown Inc. | 4,053 | $224K | 0.1% | N/A | 0.000% | |
| 4/16/2026 | SG Americas Securities LLC | 11,363 | $627K | 0.0% | -51.2% | 0.001% | |
| 4/16/2026 | BI Asset Management Fondsmaeglerselskab A S | 605,665 | $33.43M | 0.3% | -29.1% | 0.030% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 14,400 | $795K | 0.0% | +11.3% | 0.001% | |
| 3/6/2026 | Union Savings Bank | 2,863 | $140K | 0.1% | N/A | 0.000% | |
| 2/26/2026 | Anchor Investment Management LLC | 35,390 | $1.74M | 0.1% | -1.4% | 0.002% | |
| 2/24/2026 | DGS Capital Management LLC | 39,934 | $1.96M | 0.3% | +9.9% | 0.002% | |
| 2/18/2026 | Krensavage Asset Management LLC | 96,729 | $4.74M | 1.7% | -64.4% | 0.005% | |
| 2/18/2026 | SkyView Investment Advisors LLC | 6,157 | $302K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | IHT Wealth Management LLC | 15,010 | $736K | 0.0% | +1.3% | 0.001% | |
| 2/18/2026 | Align Financial LLC | 114,754 | $5.63M | 0.0% | N/A | 0.006% | |
| 2/17/2026 | Advisory Services Network LLC | 52,335 | $2.57M | 0.0% | -3.4% | 0.003% | |
| 2/17/2026 | Captrust Financial Advisors | 72,039 | $3.53M | 0.0% | -8.4% | 0.004% | |
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| 2/16/2026 | Seven Mile Advisory | 4,491 | $220K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Corient IA LLC | 5,970 | $293K | 0.3% | -40.3% | 0.000% | |
| 2/13/2026 | Arkadios Wealth Advisors | 107,379 | $5.27M | 0.1% | +59.0% | 0.005% | |
| 2/12/2026 | Great Lakes Advisors LLC | 53,078 | $2.60M | 0.0% | +7.7% | 0.003% | |
| 2/11/2026 | TIAA Trust National Association | 7,356 | $361K | 0.0% | -3.9% | 0.000% | |
| 2/11/2026 | Hilton Head Capital Partners LLC | 1,774 | $87K | 0.1% | N/A | 0.000% | |
| 2/11/2026 | Syon Capital LLC | 29,073 | $1.43M | 0.1% | +1.3% | 0.001% | |
| 2/11/2026 | BI Asset Management Fondsmaeglerselskab A S | 854,331 | $41.90M | 0.4% | +2,032.8% | 0.042% | |
| 2/10/2026 | Bank of New York Mellon Corp | 937,588 | $45.98M | 0.0% | -9.0% | 0.046% | |
| 2/10/2026 | Root Financial Partners LLC | 2,669 | $131K | 0.0% | +71.0% | 0.000% | |
| 2/10/2026 | Ellevest Inc. | 18,171 | $891K | 0.1% | -6.2% | 0.001% | |
| 2/10/2026 | Rothschild Investment LLC | 13,096 | $642K | 0.0% | -6.4% | 0.001% | |
| 2/9/2026 | Cary Street Partners Investment Advisory LLC | 1,771 | $87K | 0.0% | -35.2% | 0.000% | |
| 2/9/2026 | Wellington Shields & Co. LLC | 1,443 | $71K | 0.0% | -15.5% | 0.000% | |
| 2/9/2026 | Fisher Asset Management LLC | 33,195,985 | $1.63B | 0.6% | +3.0% | 1.629% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 3,635 | $178K | 0.0% | +27.4% | 0.000% | |
| 2/6/2026 | Rathbones Group PLC | 4,580 | $225K | 0.0% | -58.7% | 0.000% | |
| 2/6/2026 | Cullen Frost Bankers Inc. | 344,786 | $16.91M | 0.2% | -7.1% | 0.017% | |
| 2/5/2026 | TD Private Client Wealth LLC | 70,787 | $3.47M | 0.1% | -18.8% | 0.003% | |
| 2/5/2026 | Elyxium Wealth LLC | 606 | $30K | 0.0% | N/A | 0.000% | |
| 2/5/2026 | Leuthold Group LLC | 100,358 | $4.92M | 0.5% | N/A | 0.005% | |
| 2/5/2026 | John G Ullman & Associates Inc. | 78,940 | $3.87M | 0.5% | -2.5% | 0.004% | |
| 2/4/2026 | HighPoint Advisor Group LLC | 14,523 | $712K | 0.0% | -2.5% | 0.001% | |
| 2/4/2026 | Valeo Financial Advisors LLC | 14,932 | $732K | 0.0% | +6.1% | 0.001% | |
| 2/3/2026 | Ethic Inc. | 168,148 | $8.25M | 0.1% | -3.4% | 0.008% | |
| 2/3/2026 | Coston McIsaac & Partners | 1,395 | $68K | 0.0% | +17.3% | 0.000% | |
| 2/2/2026 | Nicholas Hoffman & Company LLC. | 44,950 | $2.20M | 0.1% | -5.6% | 0.002% | |
| 2/2/2026 | PFA Pension Forsikringsaktieselskab | 129,513 | $6.39M | 0.0% | N/A | 0.006% | |
| 2/2/2026 | Horizon Investments LLC | 20,061 | $984K | 0.0% | +5.7% | 0.001% | |
| 1/30/2026 | Verity Asset Management Inc. | 23,144 | $1.14M | 0.5% | +12.5% | 0.001% | |
| 1/29/2026 | NBC Securities Inc. | 30,852 | $1.51M | 0.1% | -12.6% | 0.002% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 9,680 | $475K | 0.0% | +4.3% | 0.000% | |
| 1/27/2026 | Miller Howard Investments Inc. NY | 1,642,114 | $80.53M | 2.4% | -1.2% | 0.081% | |
| 1/27/2026 | First Horizon Corp | 536 | $26K | 0.0% | +78.7% | 0.000% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 12,942 | $635K | 0.0% | N/A | 0.001% | |
| 1/26/2026 | Clean Yield Group | 161,357 | $7.91M | 2.2% | -1.5% | 0.008% | |
| 1/23/2026 | Farther Finance Advisors LLC | 29,529 | $1.45M | 0.0% | +146.6% | 0.001% | |
| 1/23/2026 | AMI Asset Management Corp | 17,108 | $839K | 0.0% | -3.3% | 0.001% | |
| 1/23/2026 | Stanley Laman Group Ltd. | 104,136 | $5.11M | 0.6% | +7.3% | 0.005% | |
| 1/22/2026 | Venturi Wealth Management LLC | 4,582 | $225K | 0.0% | N/A | 0.000% | |
| 1/22/2026 | Douglas Lane & Associates LLC | 1,044,790 | $51.24M | 0.7% | -6.8% | 0.051% | |
| 1/22/2026 | Fiduciary Alliance LLC | 11,616 | $570K | 0.0% | -3.5% | 0.001% | |
| 1/21/2026 | Prime Capital Investment Advisors LLC | 30,188 | $1.48M | 0.0% | +182.7% | 0.001% | |
| 1/21/2026 | Yousif Capital Management LLC | 19,806 | $944K | 0.0% | -7.4% | 0.001% | |
| 1/21/2026 | Sound Income Strategies LLC | 396,020 | $19.10M | 0.9% | -3.9% | 0.019% | |
| 1/21/2026 | Rathbones Group PLC | 4,580 | $225K | 0.0% | -58.7% | 0.000% | |
| 1/21/2026 | TOWER TRUST & INVESTMENT Co | 22,964 | $1.13M | 0.7% | -1.0% | 0.001% | |
| 1/20/2026 | Florida Trust Wealth Management Co | 12,466 | $611K | 0.0% | +3.8% | 0.001% | |
| 1/20/2026 | Trust Co. of Toledo NA OH | 32,617 | $1.60M | 0.2% | +3.7% | 0.002% | |
| 1/15/2026 | Euro Pacific Asset Management LLC | 210,813 | $9.44M | 0.0% | -0.6% | 0.010% | |
Buy this stock today (Ad) Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7.
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| 1/14/2026 | InvesTrust | 30,023 | $1.47M | 0.6% | -4.9% | 0.001% | |
| 1/13/2026 | Bank & Trust Co | 2,061 | $101K | 0.1% | +657.7% | 0.000% | |
| 1/12/2026 | First Bank & Trust | 56,333 | $2.76M | 0.5% | +10.1% | 0.003% | |
| 1/9/2026 | SG Americas Securities LLC | 23,268 | $1.14M | 0.0% | -24.8% | 0.001% | |
| 1/9/2026 | Park Place Capital Corp | 8,797 | $431K | 0.1% | -14.8% | 0.000% | |
| 1/8/2026 | Peoples Bank KS | 5,030 | $247K | 0.2% | +6.3% | 0.000% | |
| 1/8/2026 | Old Port Advisors | 68,327 | $3.35M | 0.8% | +1.2% | 0.003% | |
| 1/6/2026 | Ransom Advisory Ltd | 4,475 | $219K | 0.1% | +14.9% | 0.000% | |
| 1/5/2026 | GAMMA Investing LLC | 9,698 | $476K | 0.0% | +19.6% | 0.000% | |
| 12/23/2025 | Triumph Capital Management | 937 | $40K | 0.0% | N/A | 0.000% | |