| 5/13/2026 | Cetera Investment Advisers | 96,513 | $593K | 0.0% | +8.4% | 0.203% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 223,597 | $1.37M | 0.0% | +11.2% | 0.471% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 62,049 | $381K | 0.0% | +8.0% | 0.131% | |
| 4/20/2026 | RFG Advisory LLC | 18,199 | $112K | 0.0% | +10.6% | 0.038% | |
| 2/18/2026 | NewEdge Advisors LLC | 77,762 | $467K | 0.0% | +28.0% | 0.000% | |
| 2/18/2026 | Garton & Associates Financial Advisors LLC | 6,359 | $38K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 1,020,442 | $6.13M | 0.0% | +14.4% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 89,009 | $535K | 0.0% | -6.9% | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 178,935 | $1.08M | 0.0% | -14.3% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 37,609 | $226K | 0.0% | -20.8% | 0.000% | |
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| 2/16/2026 | MML Investors Services LLC | 74,826 | $450K | 0.0% | -5.2% | 0.000% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 18,603 | $112K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Van ECK Associates Corp | 271,827 | $1.63M | 0.0% | +13.1% | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 278,112 | $1.67M | 0.0% | +68.3% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 71,394 | $429K | 0.0% | +226.7% | 0.000% | |
| 2/12/2026 | HRT Financial LP | 13,894 | $83K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 246,474 | $1.48M | 0.0% | -1.2% | 0.000% | |
| 2/12/2026 | Marex Group plc | 17,500 | $105K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Nuveen LLC | 15,969 | $96K | 0.0% | N/A | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 150,921 | $907K | 0.0% | -2.1% | 0.000% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 38,779 | $233K | 0.0% | -18.4% | 0.000% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 201,154 | $1.21M | 0.0% | +51.4% | 0.000% | |
| 2/6/2026 | Stronghold Wealth Management L.L.C. | 25,811 | $155K | 0.2% | N/A | 0.000% | |
| 2/3/2026 | RFG Advisory LLC | 16,459 | $99K | 0.0% | -68.1% | 0.000% | |
| 2/3/2026 | Providence First Trust Co | 10,000 | $60K | 0.0% | -61.5% | 0.000% | |
| 1/27/2026 | Evergreen Capital Management LLC | 12,914 | $78K | 0.0% | N/A | 0.000% | |
| 1/23/2026 | G2 Capital Management LLC OH | 28,793 | $173K | 0.0% | N/A | 0.000% | |
| 1/20/2026 | Savvy Advisors Inc. | 80,050 | $481K | 0.0% | -10.6% | 0.000% | |
| 1/16/2026 | Melfa Wealth Management Inc. | 74,780 | $449K | 0.3% | -12.5% | 0.000% | |
| 1/14/2026 | Hennion & Walsh Asset Management Inc. | 1,057,088 | $6.35M | 0.2% | +88.4% | 0.000% | |
| 1/6/2026 | Arlington Capital Management Inc. | 34,139 | $205K | 0.1% | +13.4% | 0.000% | |
| 11/17/2025 | NewEdge Advisors LLC | 60,752 | $366K | 0.0% | +60.9% | 0.000% | |
| 11/17/2025 | Susquehanna International Group LLP | 19,026 | $115K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Nomura Holdings Inc. | 10,000 | $60K | 0.0% | -50.0% | 0.000% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 47,500 | $286K | 0.0% | -34.3% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 918,632 | $5.54M | 0.0% | +1.8% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 546,875 | $3.30M | 0.0% | +241.4% | 0.000% | |
| 11/14/2025 | Arlington Capital Management Inc. | 30,109 | $182K | 0.1% | N/A | 0.000% | |
| 11/13/2025 | UBS Group AG | 437,774 | $2.64M | 0.0% | -12.5% | 0.000% | |
| 11/13/2025 | Van ECK Associates Corp | 240,383 | $1.45M | 0.0% | +2.9% | 0.000% | |
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| 11/7/2025 | Rothschild Investment LLC | 4,440 | $27K | 0.0% | -93.2% | 0.000% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 132,894 | $801K | 0.0% | +93.2% | 0.000% | |
| 11/6/2025 | Savvy Advisors Inc. | 89,536 | $540K | 0.0% | -17.4% | 0.000% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 114,059 | $688K | 0.0% | +10.5% | 0.000% | |
| 10/29/2025 | Vista Investment Partners II LLC | 13,947 | $84K | 0.0% | N/A | 0.000% | |
| 10/27/2025 | Concurrent Investment Advisors LLC | 25,646 | $155K | 0.0% | N/A | 0.000% | |
| 10/22/2025 | Hennion & Walsh Asset Management Inc. | 561,074 | $3.38M | 0.1% | +10.8% | 0.000% | |
| 9/9/2025 | NWF Advisory Services Inc. | 12,166 | $70K | 0.0% | N/A | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 230,698 | $1.33M | 0.0% | +7.8% | 0.000% | |
| 8/18/2025 | Nomura Holdings Inc. | 20,000 | $115K | 0.0% | N/A | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 902,189 | $5.19M | 0.0% | +2.6% | 0.000% | |
| 8/15/2025 | Ameriprise Financial Inc. | 565,234 | $3.24M | 0.0% | -21.0% | 0.000% | |
| 8/14/2025 | Jane Street Group LLC | 33,835 | $195K | 0.0% | N/A | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 160,207 | $921K | 0.0% | +3.8% | 0.000% | |
| 8/14/2025 | NewEdge Advisors LLC | 37,752 | $217K | 0.0% | -9.1% | 0.000% | |
| 8/13/2025 | Baird Financial Group Inc. | 16,555 | $95K | 0.0% | +31.9% | 0.000% | |
| 8/13/2025 | Guggenheim Capital LLC | 1,072,622 | $6.17M | 0.0% | -4.6% | 0.000% | |
| 8/13/2025 | Everstar Asset Management LLC | 48,102 | $277K | 0.2% | -3.6% | 0.000% | |
| 8/11/2025 | Rothschild Investment LLC | 65,200 | $375K | 0.0% | -5.8% | 0.000% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 68,788 | $396K | 0.0% | +184.1% | 0.000% | |
| 8/7/2025 | Midwest Trust Co | 43,009 | $247K | 0.0% | N/A | 0.000% | |
| 8/4/2025 | Wolverine Asset Management LLC | 64,286 | $370K | 0.0% | -30.8% | 0.000% | |
| 8/4/2025 | Savvy Advisors Inc. | 108,408 | $623K | 0.0% | -4.9% | 0.000% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 103,233 | $594K | 0.0% | +18.2% | 0.000% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 44,250 | $254K | 0.1% | N/A | 0.000% | |
| 7/21/2025 | River Street Advisors LLC | 18,450 | $106K | 0.0% | N/A | 0.000% | |
| 7/17/2025 | Melfa Wealth Management Inc. | 85,429 | $491K | 0.3% | +12.9% | 0.000% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 56,208 | $323K | 0.0% | +44.6% | 0.000% | |
| 5/16/2025 | NewEdge Advisors LLC | 41,552 | $250K | 0.0% | -14.4% | 0.087% | |
| 5/15/2025 | Royal Bank of Canada | 50,167 | $302K | 0.0% | +6.8% | 0.105% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 141,424 | $851K | 0.1% | +488.9% | 0.297% | |
| 5/14/2025 | Entrewealth LLC | 10,736 | $65K | 0.0% | N/A | 0.023% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 72,313 | $435K | 0.0% | -3.9% | 0.152% | |
| 5/12/2025 | Wolverine Asset Management LLC | 92,836 | $559K | 0.0% | +38.3% | 0.195% | |
| 5/12/2025 | Savvy Advisors Inc. | 113,948 | $686K | 0.1% | +5.7% | 0.239% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 25,861 | $156K | 0.0% | +46.5% | 0.054% | |
| 5/9/2025 | Pathway Financial Advisers LLC | 16,638 | $100K | 0.0% | -26.0% | 0.035% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 24,210 | $146K | 0.0% | +7.7% | 0.051% | |
| 5/8/2025 | Arkadios Wealth Advisors | 23,062 | $139K | 0.0% | N/A | 0.048% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 78,962 | $475K | 0.0% | +8.4% | 0.166% | |
| 5/6/2025 | Readystate Asset Management LP | 33,298 | $200K | 0.0% | -63.0% | 0.070% | |
| 5/1/2025 | Austin Wealth Management LLC | 10,736 | $62K | 0.0% | N/A | 0.023% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 87,346 | $526K | 0.0% | +374.3% | 0.183% | |
| 4/22/2025 | Advisor Resource Council | 65,462 | $394K | 0.0% | N/A | 0.137% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 38,876 | $234K | 0.0% | +105.7% | 0.082% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 267,293 | $1.61M | 0.1% | N/A | 0.561% | |
| 4/9/2025 | RFG Advisory LLC | 50,775 | $306K | 0.0% | +24.3% | 0.107% | |
| 2/24/2025 | Ameriflex Group Inc. | 8,000 | $50K | 0.0% | N/A | 0.017% | |
| 2/18/2025 | Elequin Capital LP | 6,963 | $41K | 0.0% | N/A | 0.015% | |
| 2/17/2025 | Nomura Holdings Inc. | 68,206 | $402K | 0.0% | N/A | 0.143% | |
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free |
| 2/17/2025 | Nuveen Asset Management LLC | 27,025 | $159K | 0.0% | +124.0% | 0.057% | |
| 2/17/2025 | Logan Stone Capital LLC | 183,519 | $1.08M | 0.4% | N/A | 0.385% | |
| 2/17/2025 | Citadel Advisors LLC | 18,054 | $107K | 0.0% | N/A | 0.038% | |
| 2/17/2025 | Bank of America Corp DE | 854,922 | $5.04M | 0.0% | +4.5% | 1.795% | |
| 2/17/2025 | Ameriprise Financial Inc. | 670,818 | $3.96M | 0.0% | -0.4% | 1.408% | |
| 2/14/2025 | Jane Street Group LLC | 23,129 | $136K | 0.0% | N/A | 0.049% | |
| 2/14/2025 | IHT Wealth Management LLC | 64,596 | $381K | 0.0% | -5.0% | 0.136% | |
| 2/13/2025 | NewEdge Advisors LLC | 48,552 | $286K | 0.0% | +3.8% | 0.102% | |
| 2/13/2025 | Guggenheim Capital LLC | 1,144,654 | $6.75M | 0.1% | +5.4% | 2.403% | |
| 2/13/2025 | XTX Topco Ltd | 18,955 | $112K | 0.0% | N/A | 0.040% | |