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% | |
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% | |
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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% | |
4/23/2025 | Golden State Wealth Management LLC | 9,434 | $241K | 0.0% | +96.5% | 0.000% | |
4/23/2025 | Aurora Private Wealth Inc. | 13,845 | $354K | 0.0% | N/A | 0.000% | |
4/23/2025 | Spire Wealth Management | 3,840 | $98K | 0.0% | -10.5% | 0.000% | |
4/23/2025 | Saxony Capital Management LLC | 9,066 | $232K | 0.2% | N/A | 0.000% | |
4/23/2025 | C2C Wealth Management LLC | 250,880 | $6.41M | 6.0% | +0.6% | 0.000% | |
4/23/2025 | Consolidated Portfolio Review Corp | 85,069 | $2.17M | 0.3% | +1.7% | 0.000% | |
4/23/2025 | FORM Wealth Advisors LLC | 8,297 | $212K | 0.0% | N/A | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 31,427 | $803K | 0.0% | +154.1% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 92,082 | $2.35M | 0.0% | -29.8% | 0.000% | |
4/22/2025 | Comprehensive Money Management Services LLC | 10,211 | $261K | 0.2% | +5.5% | 0.000% | |
4/22/2025 | Advisor Resource Council | 32,062 | $819K | 0.1% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 56,030 | $1.43M | 0.0% | -4.8% | 0.000% | |
4/17/2025 | Sound Income Strategies LLC | 1,193 | $30K | 0.0% | -86.6% | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 22,192 | $567K | 0.0% | -20.2% | 0.000% | |
4/15/2025 | Investment Partners Asset Management Inc. | 24,020 | $614K | 0.5% | +11.0% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 4,854 | $124K | 0.0% | +709.0% | 0.000% | |
4/14/2025 | LexAurum Advisors LLC | 22,597 | $577K | 0.1% | -6.5% | 0.000% | |
4/10/2025 | Accel Wealth Management | 88,435 | $2.26M | 0.8% | -1.4% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 9,591 | $245K | 0.0% | +38,264.0% | 0.000% | |
4/8/2025 | Lowe Wealth Advisors LLC | 1,780 | $45K | 0.0% | +120.3% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 27,823 | $669K | 0.0% | +7.3% | 0.000% | |
3/4/2025 | Comprehensive Money Management Services LLC | 9,676 | $233K | 0.2% | N/A | 0.000% | |
2/18/2025 | Cornerstone Advisory LLC | 10,350 | $252K | 0.0% | N/A | 0.000% | |
2/17/2025 | Waverly Advisors LLC | 26,834 | $645K | 0.0% | N/A | 0.000% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 39,478 | $968K | 0.1% | +2.0% | 0.000% | |
2/17/2025 | Royal Bank of Canada | 873,788 | $21.01M | 0.0% | +4.1% | 0.000% | |
2/17/2025 | McGowan Group Asset Management Inc. | 1,335,895 | $32.12M | 4.3% | +0.9% | 0.000% | |
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2/17/2025 | Focus Partners Wealth | 39,557 | $951K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 195,444 | $4.70M | 0.0% | +2.2% | 0.000% | |
2/17/2025 | Cary Street Partners Financial LLC | 19,753 | $475K | 0.0% | N/A | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 12,111 | $291K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 856,071 | $20.58M | 0.0% | -1.5% | 0.000% | |
2/17/2025 | Benjamin Edwards Inc. | 54,479 | $1.31M | 0.0% | -14.7% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 256,694 | $6.17M | 0.0% | +1.5% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 17,567 | $422K | 0.0% | -79.7% | 0.000% | |
2/14/2025 | Triumph Capital Management | 23,651 | $569K | 0.2% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 7,281 | $175K | 0.0% | +38.4% | 0.000% | |
2/14/2025 | Northern Trust Corp | 8,887 | $214K | 0.0% | N/A | 0.000% | |
2/14/2025 | Stifel Financial Corp | 348,948 | $8.39M | 0.0% | +10.5% | 0.000% | |
2/14/2025 | First Trust Advisors LP | 85,480 | $2.06M | 0.0% | +1.9% | 0.000% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 24,768 | $596K | 0.2% | +9.1% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 82,330 | $1.98M | 0.0% | +4.9% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 87,991 | $2.12M | 0.0% | -1.1% | 0.000% | |
2/13/2025 | Belpointe Asset Management LLC | 9,301 | $232K | 0.0% | -12.1% | 0.000% | |
2/13/2025 | Mariner LLC | 17,058 | $410K | 0.0% | -26.7% | 0.000% | |
2/13/2025 | Primoris Wealth Advisors LLC | 22,735 | $547K | 0.4% | -2.1% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 806,135 | $19.38M | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 44,643 | $1.07M | 0.0% | +4.9% | 0.000% | |
2/13/2025 | Rathbones Group PLC | 133,283 | $3.20M | 0.0% | -8.1% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 32,475 | $781K | 0.0% | -2.9% | 0.000% | |
2/13/2025 | Wedbush Securities Inc. | 67,110 | $1.61M | 0.1% | -11.4% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,057,958 | $25.43M | 0.0% | +13.5% | 0.000% | |
2/12/2025 | Uniting Wealth Partners LLC | 51,080 | $1.23M | 0.6% | N/A | 0.000% | |
2/12/2025 | National Wealth Management Group LLC | 9,035 | $217K | 0.1% | N/A | 0.000% | |
2/12/2025 | Bedell Frazier Investment Counselling LLC | 507,237 | $12.19M | 3.0% | -2.5% | 0.000% | |
2/12/2025 | C2C Wealth Management LLC | 249,380 | $6.00M | 5.6% | +2.0% | 0.000% | |
2/12/2025 | Maridea Wealth Management LLC | 21,882 | $526K | 0.2% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 534,252 | $12.84M | 0.0% | +2.6% | 0.000% | |
2/11/2025 | Samalin Investment Counsel LLC | 23,508 | $565K | 0.2% | +5.9% | 0.000% | |
2/11/2025 | Millstone Evans Group LLC | 1,500 | $36K | 0.0% | N/A | 0.000% | |
2/10/2025 | Harbour Investments Inc. | 24,663 | $593K | 0.0% | +20.4% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 136,022 | $3.27M | 0.0% | +1.1% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 20,053 | $482K | 0.0% | -4.2% | 0.000% | |
2/10/2025 | Essential Planning LLC. | 63,505 | $1.60M | 0.0% | N/A | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 48,480 | $1.17M | 0.0% | -7.7% | 0.000% | |
2/7/2025 | Cornerstone Advisors LLC | 65,687 | $1.58M | 0.1% | N/A | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 29,584 | $711K | 0.0% | -35.5% | 0.000% | |
2/7/2025 | Aviance Capital Partners LLC | 57,695 | $1.39M | 0.2% | -1.7% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 806,135 | $19.38M | 0.0% | N/A | 0.000% | |
2/6/2025 | Jones Financial Companies Lllp | 1,332 | $32K | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 12,367 | $297K | 0.0% | -3.6% | 0.000% | |
2/3/2025 | Sigma Planning Corp | 10,329 | $248K | 0.0% | +11.6% | 0.000% | |
2/3/2025 | Private Advisor Group LLC | 93,119 | $2.24M | 0.0% | +2.6% | 0.000% | |
2/3/2025 | Good Life Advisors LLC | 17,550 | $422K | 0.0% | -48.7% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 70,819 | $1.70M | 0.0% | -55.7% | 0.000% | |
1/31/2025 | Truist Financial Corp | 144,910 | $3.48M | 0.0% | +3.3% | 0.000% | |
1/31/2025 | NTV Asset Management LLC | 32,270 | $776K | 0.1% | -16.6% | 0.000% | |
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 |
1/31/2025 | Sanctuary Advisors LLC | 70,304 | $1.72M | 0.0% | -7.7% | 0.000% | |
1/31/2025 | J.W. Cole Advisors Inc. | 13,235 | $318K | 0.0% | -13.0% | 0.000% | |
1/30/2025 | Allworth Financial LP | 3,421 | $83K | 0.0% | +45.7% | 0.000% | |
1/30/2025 | Strategic Financial Concepts LLC | 122,604 | $2.95M | 0.1% | N/A | 0.000% | |
1/29/2025 | MGB Wealth Management LLC | 20,676 | $497K | 0.2% | +4.9% | 0.000% | |
1/29/2025 | SRH Advisors LLC | 407,777 | $9.80M | 2.9% | -0.1% | 0.000% | |
1/28/2025 | Kestra Private Wealth Services LLC | 73,558 | $1.77M | 0.0% | -2.9% | 0.000% | |
1/28/2025 | Kingsview Wealth Management LLC | 23,636 | $568K | 0.0% | -6.9% | 0.000% | |
1/28/2025 | Apollon Wealth Management LLC | 11,600 | $279K | 0.0% | N/A | 0.000% | |
1/28/2025 | Mezzasalma Advisors LLC | 13,454 | $323K | 0.1% | N/A | 0.000% | |