| 6/1/2026 | Concorde Asset Management LLC | 160,300 | $455K | 0.2% | -2.8% | 0.000% | |
| 5/19/2026 | NewEdge Advisors LLC | 11,204 | $32K | 0.0% | -71.0% | 0.000% | |
| 5/18/2026 | Kanen Wealth Management LLC | 241,000 | $684K | 0.2% | +25.5% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 77,533 | $220K | 0.0% | +13.0% | 0.000% | |
| 5/15/2026 | Waverly Advisors LLC | 19,137 | $54K | 0.0% | N/A | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 113,205 | $322K | 0.0% | -6.9% | 0.000% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 17,604 | $50K | 0.0% | +133.5% | 0.000% | |
| 5/4/2026 | Calamos Advisors LLC | 354,913 | $1.01M | 0.0% | +63.0% | 0.000% | |
| 5/4/2026 | NWF Advisory Services Inc. | 239,300 | $680K | 0.1% | -5.5% | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 48,256 | $137K | 0.0% | -18.6% | 0.000% | |
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| 4/27/2026 | Private Advisor Group LLC | 167,643 | $476K | 0.0% | +158.8% | 0.000% | |
| 4/22/2026 | Absolute Investment Advisers LLC | 1,436,699 | $4.08M | 0.5% | +3,922.7% | 0.000% | |
| 3/3/2026 | NWF Advisory Services Inc. | 253,206 | $770K | 0.1% | -9.0% | 0.000% | |
| 2/25/2026 | Sit Investment Associates Inc. | 7,962,316 | $24.21M | 0.5% | -11.5% | 0.000% | |
| 2/23/2026 | Virtu Financial LLC | 10,670 | $32K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Kanen Wealth Management LLC | 192,000 | $584K | 0.2% | N/A | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 121,607 | $370K | 0.0% | +19.5% | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 317,662 | $966K | 0.0% | -4.7% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 68,627 | $208K | 0.0% | -23.0% | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 59,314 | $180K | 0.0% | +8.8% | 0.000% | |
| 2/13/2026 | Quarry LP | 45,346 | $138K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 60,510 | $184K | 0.0% | -16.5% | 0.000% | |
| 2/13/2026 | Concorde Asset Management LLC | 164,900 | $501K | 0.2% | -7.6% | 0.000% | |
| 2/12/2026 | Sit Investment Associates Inc. | 7,962,316 | $24.21M | 0.5% | -11.5% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 336,179 | $1.02M | 0.0% | +1.2% | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 45,529 | $138K | 0.1% | N/A | 0.000% | |
| 2/6/2026 | Larson Financial Group LLC | 13,205 | $40K | 0.0% | -21.9% | 0.000% | |
| 2/2/2026 | Wolverine Asset Management LLC | 480,600 | $1.46M | 0.0% | N/A | 0.000% | |
| 1/29/2026 | Calamos Advisors LLC | 217,718 | $662K | 0.0% | +32.1% | 0.000% | |
| 1/28/2026 | Absolute Investment Advisers LLC | 35,715 | $108K | 0.0% | N/A | 0.000% | |
| 1/26/2026 | Shaker Financial Services LLC | 119,089 | $362K | 0.1% | +49.5% | 0.000% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 26,000 | $79K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 14,892 | $48K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Larson Financial Group LLC | 16,900 | $55K | 0.0% | +39.7% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 219,359 | $709K | 0.0% | +7.8% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 72,520 | $234K | 0.0% | -7.8% | 0.000% | |
| 11/13/2025 | Landscape Capital Management L.L.C. | 27,140 | $88K | 0.0% | -76.0% | 0.000% | |
| 11/12/2025 | Integrity Advisory Solutions LLC | 16,481 | $53K | 0.0% | N/A | 0.000% | |
| 11/7/2025 | Cornerstone Advisors LLC | 466,276 | $1.51M | 0.0% | +3.2% | 0.000% | |
| 11/6/2025 | Advisors Asset Management Inc. | 490,510 | $1.58M | 0.0% | +16.4% | 0.000% | |
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| 11/5/2025 | Envestnet Asset Management Inc. | 10,143 | $33K | 0.0% | N/A | 0.000% | |
| 10/31/2025 | NWF Advisory Services Inc. | 278,206 | $899K | 0.1% | +63.5% | 0.000% | |
| 10/23/2025 | Benjamin Edwards Inc. | 58,762 | $190K | 0.0% | +16.5% | 0.000% | |
| 10/22/2025 | Shaker Financial Services LLC | 79,680 | $257K | 0.1% | N/A | 0.000% | |
| 10/20/2025 | Calamos Advisors LLC | 164,762 | $532K | 0.0% | +21.7% | 0.000% | |
| 10/14/2025 | Parcion Private Wealth LLC | 33,333 | $108K | 0.0% | -31.3% | 0.000% | |
| 9/9/2025 | NWF Advisory Services Inc. | 170,206 | $548K | 0.1% | +7.6% | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 230,757 | $743K | 0.0% | +7.3% | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 203,439 | $655K | 0.0% | +10.2% | 0.000% | |
| 8/12/2025 | Advisors Asset Management Inc. | 421,231 | $1.36M | 0.0% | N/A | 0.000% | |
| 8/12/2025 | XTX Topco Ltd | 10,561 | $34K | 0.0% | N/A | 0.000% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 12,056 | $39K | 0.0% | -45.4% | 0.000% | |
| 8/8/2025 | Cornerstone Advisors LLC | 451,982 | $1.46M | 0.0% | +27.2% | 0.000% | |
| 8/8/2025 | Calamos Advisors LLC | 135,342 | $436K | 0.0% | -8.0% | 0.000% | |
| 8/4/2025 | Wolverine Asset Management LLC | 145,113 | $467K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Fingerlakes Wealth Management Inc. | 13,028 | $42K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | K2 Principal Fund L.P. | 10,400 | $34K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Concorde Asset Management LLC | 175,200 | $528K | 0.3% | -5.3% | 0.000% | |
| 5/15/2025 | First Manhattan CO. LLC. | 14,081 | $46K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 203,151 | $670K | 0.1% | N/A | 0.000% | |
| 5/14/2025 | Compound Planning Inc. | 19,000 | $63K | 0.0% | +31.0% | 0.000% | |
| 5/13/2025 | Sit Investment Associates Inc. | 9,464,802 | $31.23M | 0.7% | N/A | 0.000% | |
| 5/12/2025 | Benjamin Edwards Inc. | 49,238 | $162K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Cornerstone Advisors LLC | 355,369 | $1.17M | 0.1% | +799.7% | 0.000% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 113,100 | $373K | 0.0% | -24.1% | 0.000% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 17,489 | $58K | 0.0% | +479.1% | 0.000% | |
| 5/6/2025 | Cetera Investment Advisers | 87,835 | $290K | 0.0% | +23.0% | 0.000% | |
| 5/6/2025 | Tabor Asset Management LP | 72,286 | $239K | 0.1% | N/A | 0.000% | |
| 5/5/2025 | Tabor Asset Management LP | 72,286 | $239K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Trust Investment Advisors | 33,295 | $110K | 0.1% | N/A | 0.000% | |
| 5/2/2025 | Parcion Private Wealth LLC | 48,532 | $160K | 0.0% | +33.3% | 0.000% | |
| 4/29/2025 | Absolute Investment Advisers LLC | 67,152 | $222K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Calamos Advisors LLC | 147,110 | $485K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | Live Oak Private Wealth LLC | 56,138 | $185K | 0.0% | +107.1% | 0.000% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,398 | $44K | 0.0% | -28.6% | 0.000% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 28,597 | $102K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Waverly Advisors LLC | 14,811 | $53K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Cetera Investment Advisers | 71,390 | $253K | 0.0% | +34.1% | 0.000% | |
| 2/17/2025 | Citadel Advisors LLC | 17,437 | $62K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 71,796 | $255K | 0.0% | -19.4% | 0.000% | |
| 2/13/2025 | Concorde Asset Management LLC | 185,100 | $657K | 0.3% | -5.0% | 0.000% | |
| 2/13/2025 | Bessemer Group Inc. | 7,958 | $28K | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 70,367 | $250K | 0.0% | N/A | 0.000% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 17,968 | $64K | 0.0% | +59.1% | 0.000% | |
| 2/12/2025 | World Investment Advisors | 223,650 | $794K | 0.0% | +44.4% | 0.000% | |
| 2/11/2025 | Modern Wealth Management LLC | 22,228 | $73K | 0.0% | N/A | 0.000% | |
| 2/10/2025 | GWN Securities Inc. | 19,700 | $67K | 0.0% | N/A | 0.000% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 14,202 | $50K | 0.0% | N/A | 0.000% | |
| 2/7/2025 | Cornerstone Advisors LLC | 39,500 | $140K | 0.0% | N/A | 0.000% | |
| 2/7/2025 | Independent Advisor Alliance | 426,952 | $1.52M | 0.0% | N/A | 0.000% | |
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad) In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night.
Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets. See Jim Rickards' full market warning and what it means for your portfolio |
| 2/7/2025 | Larson Financial Group LLC | 12,100 | $43K | 0.0% | +45.8% | 0.000% | |
| 2/6/2025 | One Capital Management LLC | 16,675 | $59K | 0.0% | N/A | 0.000% | |
| 2/6/2025 | Raymond James Financial Inc. | 70,367 | $250K | 0.0% | N/A | 0.000% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 17,881 | $63K | 0.0% | N/A | 0.000% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 148,922 | $529K | 0.0% | +51.5% | 0.000% | |
| 1/29/2025 | Soltis Investment Advisors LLC | 20,640 | $73K | 0.0% | N/A | 0.000% | |
| 1/24/2025 | E&G Advisors LP | 13,000 | $46K | 0.0% | -21.2% | 0.000% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 571,125 | $2.03M | 0.1% | N/A | 0.000% | |
| 11/25/2024 | World Investment Advisors LLC | 154,900 | $637K | 0.0% | N/A | 0.000% | |
| 11/20/2024 | Virtu Financial LLC | 14,356 | $59K | 0.0% | N/A | 0.000% | |