| 8/8/2025 | Rockefeller Capital Management L.P. | 88,164 | $6.20M | 0.0% | +64.0% | 0.091% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 59,816 | $4.20M | 0.1% | -0.3% | 0.062% | |
| 8/8/2025 | Citizens Financial Group Inc. RI | 2,951 | $207K | 0.0% | N/A | 0.003% | |
| 8/8/2025 | Collaborative Wealth Managment Inc. | 4,593 | $323K | 0.1% | -19.7% | 0.005% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 42,612 | $3.00M | 0.0% | -0.4% | 0.044% | |
| 8/8/2025 | Cetera Investment Advisers | 210,123 | $14.77M | 0.0% | -25.3% | 0.217% | |
| 8/8/2025 | Creative Planning | 36,317 | $2.55M | 0.0% | -23.9% | 0.038% | |
| 8/8/2025 | WealthShield Partners LLC | 5,038 | $354K | 0.0% | +10.9% | 0.005% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 7,373 | $518K | 0.0% | -8.1% | 0.008% | |
| 8/8/2025 | Prospect Financial Services LLC | 7,009 | $493K | 0.3% | +2.9% | 0.007% | |
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| 8/8/2025 | Glassman Wealth Services | 21,970 | $1.54M | 0.2% | +3.4% | 0.023% | |
| 8/8/2025 | Intrua Financial LLC | 3,402 | $239K | 0.0% | N/A | 0.004% | |
| 8/8/2025 | Allianz SE | 269,802 | $18.96M | 0.4% | N/A | 0.279% | |
| 8/8/2025 | Good Life Advisors LLC | 8,792 | $618K | 0.0% | +3.4% | 0.009% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,530 | $108K | 0.0% | -86.6% | 0.002% | |
| 8/8/2025 | Advyzon Investment Management LLC | 8,970 | $631K | 0.1% | -5.4% | 0.009% | |
| 8/7/2025 | Verus Capital Partners LLC | 7,315 | $514K | 0.0% | -31.9% | 0.008% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 15,136 | $1.15M | 0.2% | -1.7% | 0.016% | |
| 8/7/2025 | Nwam LLC | 26,673 | $1.89M | 0.2% | +6.8% | 0.028% | |
| 8/7/2025 | Allworth Financial LP | 25,316 | $1.78M | 0.0% | -10.1% | 0.026% | |
| 8/7/2025 | Fountainhead AM LLC | 4,097 | $288K | 0.0% | -4.5% | 0.004% | |
| 8/7/2025 | Ascension Capital Advisors Inc. | 375,674 | $26.41M | 11.0% | +0.2% | 0.388% | |
| 8/7/2025 | PFG Advisors | 48,834 | $3.43M | 0.1% | -4.5% | 0.050% | |
| 8/6/2025 | Prospera Financial Services Inc | 15,204 | $1.07M | 0.0% | +30.9% | 0.016% | |
| 8/6/2025 | Atlas Legacy Advisors LLC | 11,669 | $820K | 0.2% | -15.5% | 0.012% | |
| 8/6/2025 | Savant Capital LLC | 2,868 | $202K | 0.0% | N/A | 0.003% | |
| 8/6/2025 | Atlantic Union Bankshares Corp | 1,310 | $92K | 0.0% | N/A | 0.001% | |
| 8/6/2025 | Convergence Financial LLC | 3,831 | $269K | 0.0% | -19.6% | 0.004% | |
| 8/6/2025 | First Horizon Advisors Inc. | 8,146 | $573K | 0.0% | -4.2% | 0.008% | |
| 8/6/2025 | Moors & Cabot Inc. | 20,408 | $1.43M | 0.1% | -1.1% | 0.021% | |
| 8/5/2025 | Cassaday & Co Wealth Management LLC | 28,257 | $1.99M | 0.0% | +40.1% | 0.029% | |
| 8/5/2025 | Milestone Asset Management LLC | 4,530 | $318K | 0.1% | +7.4% | 0.005% | |
| 8/5/2025 | Optivise Advisory Services LLC | 4,368 | $307K | 0.2% | -13.9% | 0.005% | |
| 8/5/2025 | Sigma Planning Corp | 13,860 | $974K | 0.0% | -4.7% | 0.014% | |
| 8/5/2025 | Mission Wealth Management LP | 326,428 | $22.95M | 0.5% | +3.1% | 0.337% | |
| 8/5/2025 | Integrity Financial Corp WA | 3,806 | $268K | 0.1% | N/A | 0.004% | |
| 8/5/2025 | Gilbert & Cook Inc. | 6,881 | $484K | 0.1% | +7.6% | 0.007% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 28,760 | $2.02M | 0.3% | +69.4% | 0.030% | |
| 8/4/2025 | NBZ Investment Advisors LLC | 79,184 | $5.57M | 3.2% | -5.0% | 0.082% | |
| 8/4/2025 | AlphaStar Capital Management LLC | 4,662 | $328K | 0.0% | N/A | 0.005% | |
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| 8/4/2025 | Integrity Alliance LLC. | 3,235 | $227K | 0.0% | -52.9% | 0.003% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,631 | $326K | 0.0% | -54.5% | 0.005% | |
| 8/4/2025 | Kovack Advisors Inc. | 6,132 | $431K | 0.0% | +20.8% | 0.006% | |
| 8/4/2025 | IFG Advisory LLC | 5,083 | $357K | 0.0% | -34.4% | 0.005% | |
| 8/4/2025 | Arbor Capital Management Inc. ADV | 58,278 | $4.31M | 3.8% | +12.2% | 0.060% | |
| 8/4/2025 | Savvy Advisors Inc. | 3,227 | $227K | 0.0% | N/A | 0.003% | |
| 8/4/2025 | HBK Sorce Advisory LLC | 14,551 | $1.02M | 0.0% | -4.9% | 0.015% | |
| 8/4/2025 | Spire Wealth Management | 2,414 | $170K | 0.0% | +65.3% | 0.002% | |
| 8/4/2025 | Arkadios Wealth Advisors | 35,729 | $2.51M | 0.1% | +19.2% | 0.037% | |
| 8/4/2025 | World Investment Advisors | 3,402 | $239K | 0.0% | N/A | 0.004% | |
| 8/1/2025 | Milestone Asset Management Group LLC | 4,051 | $285K | 0.2% | N/A | 0.004% | |
| 8/1/2025 | Integral Investment Advisors Inc. | 21,837 | $1.54M | 0.4% | -8.0% | 0.023% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 131,505 | $9.24M | 0.2% | N/A | 0.136% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 2,908 | $204K | 0.0% | N/A | 0.003% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 240,652 | $16.92M | 0.0% | -5.4% | 0.249% | |
| 7/31/2025 | Wealthfront Advisers LLC | 142,499 | $10.02M | 0.0% | -5.4% | 0.147% | |
| 7/31/2025 | Whipplewood Advisors LLC | 42,895 | $3.02M | 1.7% | +2,948.7% | 0.044% | |
| 7/31/2025 | Interchange Capital Partners LLC | 4,234 | $298K | 0.1% | -16.7% | 0.004% | |
| 7/31/2025 | Brighton Jones LLC | 3,743 | $263K | 0.0% | N/A | 0.004% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 7,671 | $539K | 0.0% | -1.8% | 0.008% | |
| 7/31/2025 | Blue Sky Capital Consultants Group Inc. | 92,633 | $6.51M | 3.3% | +9.4% | 0.096% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 3,062 | $215K | 0.0% | N/A | 0.003% | |
| 7/31/2025 | Carnegie Investment Counsel | 18,769 | $1.32M | 0.0% | -37.4% | 0.019% | |
| 7/30/2025 | KPP Advisory Services LLC | 3,328 | $234K | 0.0% | N/A | 0.003% | |
| 7/30/2025 | Bleakley Financial Group LLC | 37,014 | $2.60M | 0.1% | -1.7% | 0.038% | |
| 7/30/2025 | Insight Advisors LLC PA | 4,635 | $326K | 0.1% | -11.4% | 0.005% | |
| 7/30/2025 | Strategic Blueprint LLC | 18,960 | $1.33M | 0.1% | -13.1% | 0.020% | |
| 7/30/2025 | Principle Wealth Partners LLC | 6,173 | $434K | 0.0% | -43.7% | 0.006% | |
| 7/30/2025 | ARK Investment Management LLC | 10,748 | $755K | 0.0% | -87.0% | 0.011% | |
| 7/30/2025 | Brookstone Capital Management | 117,043 | $8.23M | 0.1% | -10.1% | 0.121% | |
| 7/30/2025 | D.A. Davidson & CO. | 11,379 | $800K | 0.0% | -5.5% | 0.012% | |
| 7/30/2025 | Pacific Sun Financial Corp | 3,765 | $265K | 0.1% | N/A | 0.004% | |
| 7/30/2025 | Fiduciary Family Office LLC | 3,745 | $263K | 0.1% | N/A | 0.004% | |
| 7/30/2025 | Financial Perspectives Inc | 1,765 | $124K | 0.0% | -47.3% | 0.002% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 4,956 | $383K | 0.0% | -14.3% | 0.005% | |
| 7/29/2025 | International Assets Investment Management LLC | 31,667 | $2.23M | 0.1% | +44.5% | 0.033% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 17,677 | $1.24M | 0.1% | -1.9% | 0.018% | |
| 7/29/2025 | JTC Employer Solutions Trustee Ltd | 32,152 | $2.26M | 0.2% | -2.1% | 0.033% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 15,531 | $1.09M | 0.0% | -8.9% | 0.016% | |
| 7/29/2025 | Private Trust Co. NA | 2,731 | $192K | 0.0% | -7.2% | 0.003% | |
| 7/29/2025 | Straight Path Wealth Management | 12,496 | $878K | 0.3% | +2.4% | 0.013% | |
| 7/29/2025 | Interactive Financial Advisors Inc. | 11,527 | $810K | 0.4% | -3.5% | 0.012% | |
| 7/28/2025 | Variant Private Wealth LLC | 81,890 | $5.76M | 6.0% | +0.5% | 0.085% | |
| 7/28/2025 | Mutual Advisors LLC | 34,252 | $2.63M | 0.1% | +11.3% | 0.035% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 905 | $64K | 0.0% | +331.0% | 0.001% | |
| 7/28/2025 | Harbour Investments Inc. | 4,202 | $295K | 0.0% | -60.8% | 0.004% | |
| 7/28/2025 | Heritage Wealth Management Inc. CA | 5,011 | $352K | 0.2% | -5.2% | 0.005% | |
| 7/28/2025 | RFG Advisory LLC | 6,949 | $488K | 0.0% | +6.0% | 0.007% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 60,721 | $4.27M | 0.1% | +13.2% | 0.063% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 49,472 | $3.48M | 0.1% | -50.0% | 0.051% | |
Trump set to Boost Social Security Checks by 400%? (Ad) If you're collecting or planning to collect social security...
You should see this presentation about President Trump's Executive Order #14196.
Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse...
But BOOST benefits for millions of retirees by up to 400%.
No wonder the financial times called this new initiative... Click here to see the details because the stakes couldn't be any higher. |
| 7/25/2025 | MGO One Seven LLC | 5,031 | $354K | 0.0% | N/A | 0.005% | |
| 7/25/2025 | Retirement Planning Group LLC NY | 3,409 | $240K | 0.2% | N/A | 0.004% | |
| 7/25/2025 | CWM LLC | 146,719 | $10.31M | 0.0% | +14.4% | 0.152% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 113,347 | $7.97M | 0.2% | +693.7% | 0.117% | |
| 7/25/2025 | Apollon Wealth Management LLC | 7,260 | $510K | 0.0% | +9.2% | 0.008% | |
| 7/24/2025 | PDS Planning Inc | 4,293 | $302K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | Blue Trust Inc. | 89,273 | $6.28M | 0.1% | -17.9% | 0.092% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 5,550 | $390K | 0.0% | -3.9% | 0.006% | |
| 7/24/2025 | Blair William & Co. IL | 26,421 | $1.86M | 0.0% | -42.0% | 0.027% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 16,597 | $1.17M | 0.1% | N/A | 0.017% | |
