8/1/2025 | Yukon Wealth Management Inc. | 7,565 | $204K | 0.1% | N/A | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 32,572 | $878K | 0.0% | -3.3% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 20,069 | $541K | 0.0% | +18.3% | 0.000% | |
7/29/2025 | Primoris Wealth Advisors LLC | 15,019 | $405K | 0.3% | -7.1% | 0.000% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 16,649 | $449K | 0.3% | N/A | 0.000% | |
7/28/2025 | Harbour Investments Inc. | 35,596 | $959K | 0.0% | -3.4% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 57,853 | $1.56M | 0.0% | +18.0% | 0.000% | |
7/25/2025 | Griffin Asset Management Inc. | 13,003 | $350K | 0.0% | N/A | 0.000% | |
7/25/2025 | CWM LLC | 33,864 | $913K | 0.0% | +6.8% | 0.000% | |
7/24/2025 | Comprehensive Money Management Services LLC | 11,596 | $313K | 0.2% | +13.6% | 0.000% | |
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7/24/2025 | Conning Inc. | 122,752 | $3.31M | 0.1% | +1.9% | 0.000% | |
7/24/2025 | Trust Co. of Toledo NA OH | 2,100 | $57K | 0.0% | N/A | 0.000% | |
7/24/2025 | Blue Trust Inc. | 1,000 | $27K | 0.0% | N/A | 0.000% | |
7/24/2025 | Costello Asset Management INC | 1,276 | $34K | 0.0% | -22.9% | 0.000% | |
7/24/2025 | Capital Advisors Ltd. LLC | 6,993 | $188K | 0.0% | -21.9% | 0.000% | |
7/23/2025 | Abel Hall LLC | 22,000 | $593K | 0.3% | +120.0% | 0.000% | |
7/22/2025 | Belpointe Asset Management LLC | 12,888 | $347K | 0.0% | -54.3% | 0.000% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 9,112 | $246K | 0.0% | N/A | 0.000% | |
7/22/2025 | Accel Wealth Management | 87,408 | $2.36M | 0.8% | -1.2% | 0.000% | |
7/21/2025 | NTV Asset Management LLC | 28,570 | $770K | 0.1% | -3.2% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,139 | $31K | 0.0% | N/A | 0.000% | |
7/18/2025 | Trust Co. of Vermont | 2,047 | $55K | 0.0% | N/A | 0.000% | |
7/18/2025 | Consolidated Portfolio Review Corp | 84,661 | $2.28M | 0.3% | -0.5% | 0.000% | |
7/18/2025 | Truist Financial Corp | 140,011 | $3.77M | 0.0% | -0.6% | 0.000% | |
7/17/2025 | C2C Wealth Management LLC | 252,630 | $6.81M | 6.2% | +0.7% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 59,068 | $1.59M | 0.0% | +5.4% | 0.000% | |
7/16/2025 | Meridian Investment Counsel Inc. | 23,181 | $625K | 0.2% | -2.9% | 0.000% | |
7/16/2025 | Investment Partners Asset Management Inc. | 22,938 | $618K | 0.4% | -4.5% | 0.000% | |
7/16/2025 | FORM Wealth Advisors LLC | 9,630 | $260K | 0.0% | +16.1% | 0.000% | |
7/16/2025 | Register Financial Advisors LLC | 10,000 | $270K | 0.1% | N/A | 0.000% | |
7/16/2025 | Dakota Wealth Management | 13,905 | $375K | 0.0% | -53.0% | 0.000% | |
7/15/2025 | North Star Investment Management Corp. | 13,631 | $367K | 0.0% | -14.5% | 0.000% | |
7/15/2025 | Sheets Smith Wealth Management | 7,760 | $209K | 0.0% | N/A | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 4,220,882 | $103.47M | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,353 | $496K | 0.0% | -17.3% | 0.000% | |
7/9/2025 | Westbourne Investments Inc. | 8,045 | $217K | 0.1% | N/A | 0.000% | |
7/9/2025 | Triumph Capital Management | 26,084 | $703K | 0.2% | +1.7% | 0.000% | |
7/8/2025 | Atlas Brown Inc. | 24,206 | $652K | 0.2% | -5.8% | 0.000% | |
7/7/2025 | Investors Research Corp | 1,608 | $43K | 0.0% | N/A | 0.000% | |
7/2/2025 | Capital Market Strategies LLC | 18,169 | $490K | 0.3% | -16.0% | 0.000% | |
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5/21/2025 | Beacon Capital Management Inc. | 31,000 | $807K | 0.0% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,398 | $61K | 0.0% | +20.0% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 28,174 | $720K | 0.0% | +202.9% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 29,576 | $756K | 0.0% | -25.2% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 105,931 | $2.71M | 2.5% | N/A | 0.000% | |
5/16/2025 | Everstar Asset Management LLC | 4,395 | $112K | 0.0% | N/A | 0.000% | |
5/16/2025 | Cape Investment Advisory Inc. | 3,852 | $98K | 0.0% | N/A | 0.000% | |
5/16/2025 | National Wealth Management Group LLC | 9,589 | $245K | 0.2% | +6.1% | 0.000% | |
5/16/2025 | NewEdge Advisors LLC | 78,378 | $2.00M | 0.0% | -4.8% | 0.000% | |
5/15/2025 | EP Wealth Advisors LLC | 8,173 | $209K | 0.0% | -39.5% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 943,457 | $24.11M | 0.0% | +8.0% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 16,996 | $434K | 0.0% | +40.3% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 24,521 | $627K | 0.3% | +4.3% | 0.000% | |
5/14/2025 | WealthTrust Axiom LLC | 10,052 | $257K | 0.1% | +11.0% | 0.000% | |
5/14/2025 | Comerica Bank | 8,352 | $213K | 0.0% | +14.7% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 8,678 | $222K | 0.0% | +25.3% | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 75,892 | $1.94M | 0.0% | -4.3% | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 808,532 | $20.66M | 0.0% | +0.3% | 0.000% | |
5/13/2025 | Rathbones Group PLC | 127,653 | $3.26M | 0.0% | -4.2% | 0.000% | |
5/12/2025 | Invesco Ltd. | 9,647 | $246K | 0.0% | N/A | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 51,215 | $1.31M | 0.0% | -6.0% | 0.000% | |
5/12/2025 | Zions Bancorporation National Association UT | 6,000 | $153K | 0.0% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 28,065 | $717K | 0.1% | N/A | 0.000% | |
5/9/2025 | MGB Wealth Management LLC | 42,364 | $1.05M | 0.4% | +104.9% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 49,022 | $1.25M | 0.0% | -30.8% | 0.000% | |
5/9/2025 | Costello Asset Management INC | 1,654 | $42K | 0.0% | N/A | 0.000% | |
5/9/2025 | Cary Street Partners Financial LLC | 18,753 | $479K | 0.0% | -5.1% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 25,599 | $654K | 0.0% | -13.5% | 0.000% | |
5/8/2025 | Certified Advisory Corp | 32,629 | $834K | 0.1% | -4.2% | 0.000% | |
5/8/2025 | US Bancorp DE | 6,330 | $162K | 0.0% | +45.4% | 0.000% | |
5/8/2025 | Ackerman Asset Management LLC | 9,500 | $243K | 0.2% | N/A | 0.000% | |
5/8/2025 | Harbour Investments Inc. | 36,855 | $942K | 0.0% | +49.4% | 0.000% | |
5/8/2025 | Walled Lake Planning & Wealth Management LLC | 8,250 | $211K | 0.1% | N/A | 0.000% | |
5/7/2025 | LPL Financial LLC | 566,245 | $14.47M | 0.0% | +6.0% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 178,911 | $4.57M | 0.0% | -8.5% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 11,168 | $285K | 0.0% | -44.3% | 0.000% | |
5/6/2025 | Advisor OS LLC | 8,048 | $206K | 0.0% | N/A | 0.000% | |
5/6/2025 | Kovack Advisors Inc. | 7,851 | $201K | 0.0% | N/A | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 73,217 | $1.87M | 0.1% | +9.1% | 0.000% | |
5/6/2025 | Triumph Capital Management | 25,636 | $655K | 0.2% | +8.4% | 0.000% | |
5/5/2025 | Sargent Investment Group LLC | 19,785 | $506K | 0.1% | -66.9% | 0.000% | |
5/5/2025 | J.W. Cole Advisors Inc. | 63,837 | $1.63M | 0.1% | +382.3% | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 77,072 | $1.97M | 0.0% | +4.8% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 82,874 | $2.12M | 0.0% | -11.0% | 0.000% | |
5/2/2025 | Summit X LLC | 8,029 | $205K | 0.0% | N/A | 0.000% | |
5/2/2025 | Cullen Frost Bankers Inc. | 1,842 | $47K | 0.0% | -65.8% | 0.000% | |
5/2/2025 | Dakota Wealth Management | 29,585 | $756K | 0.0% | -17.5% | 0.000% | |
5/1/2025 | CWM LLC | 31,698 | $810K | 0.0% | +28.1% | 0.000% | |
4/30/2025 | AlphaStar Capital Management LLC | 32,538 | $831K | 0.1% | +2.2% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 16,969 | $434K | 0.0% | -19.9% | 0.000% | |
Elon’s BIGGEST warning yet? (Ad) Tesla's About to Prove Everyone Wrong... Again
Back in 2018, when Jeff Brown told everyone to buy Tesla…
The "experts" said Elon was finished and Tesla was headed for bankruptcy.
Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again. |
4/30/2025 | NTV Asset Management LLC | 29,520 | $754K | 0.1% | -8.5% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 33,667 | $860K | 0.0% | +3.7% | 0.000% | |
4/29/2025 | World Investment Advisors | 10,000 | $256K | 0.0% | N/A | 0.000% | |
4/29/2025 | Aviance Capital Partners LLC | 58,875 | $1.50M | 0.2% | +2.0% | 0.000% | |
4/29/2025 | Conning Inc. | 120,481 | $3.08M | 0.1% | +1.9% | 0.000% | |
4/29/2025 | Aurora Private Wealth Inc. | 13,845 | $354K | 0.1% | N/A | 0.000% | |
4/25/2025 | Almanack Investment Partners LLC. | 10,889 | $278K | 0.1% | N/A | 0.000% | |
4/25/2025 | Uniting Wealth Partners LLC | 11,535 | $295K | 0.1% | -77.4% | 0.000% | |
4/24/2025 | Primoris Wealth Advisors LLC | 16,172 | $411K | 0.3% | -28.9% | 0.000% | |
4/23/2025 | Tyche Wealth Partners LLC | 15,035 | $384K | 0.1% | N/A | 0.000% | |