| 5/19/2026 | Bank of America Corp DE | 24,038 | $1.19M | 0.0% | +148.7% | 0.943% | |
| 5/18/2026 | Royal Bank of Canada | 116,393 | $5.76M | 0.0% | -29.6% | 4.564% | |
| 5/7/2026 | World Equity Group Inc. | 6,860 | $339K | 0.1% | N/A | 0.269% | |
| 5/5/2026 | Bank of New York Mellon Corp | 730,112 | $36.12M | 0.0% | -45.0% | 28.632% | |
| 5/5/2026 | Sanctuary Advisors LLC | 13,158 | $651K | 0.0% | -42.7% | 0.516% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 5,366 | $277K | 0.0% | +33.2% | 0.153% | |
| 2/18/2026 | Maia Wealth LLC | 8,114 | $424K | 0.1% | -5.1% | 0.232% | |
| 2/17/2026 | Osaic Holdings Inc. | 6,035 | $311K | 0.0% | -22.0% | 0.172% | |
| 2/17/2026 | Royal Bank of Canada | 165,267 | $8.52M | 0.0% | -11.1% | 4.722% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,453 | $75K | 0.0% | N/A | 0.042% | |
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| 2/12/2026 | Jane Street Group LLC | 16,227 | $837K | 0.0% | N/A | 0.464% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 88,214 | $4.55M | 0.0% | -21.1% | 2.520% | |
| 2/11/2026 | LPL Financial LLC | 18,153 | $936K | 0.0% | -42.0% | 0.519% | |
| 2/11/2026 | JPMorgan Chase & Co. | 108,931 | $5.62M | 0.0% | +1.2% | 3.112% | |
| 2/10/2026 | Bank of New York Mellon Corp | 1,327,336 | $68.45M | 0.0% | -0.9% | 37.924% | |
| 2/6/2026 | HighTower Advisors LLC | 156,015 | $8.05M | 0.0% | +4.0% | 4.458% | |
| 1/30/2026 | SOL Capital Management CO | 20,644 | $1.07M | 0.1% | +69.7% | 0.590% | |
| 1/29/2026 | Sanctuary Advisors LLC | 22,953 | $1.18M | 0.0% | +1.8% | 0.656% | |
| 1/21/2026 | Crux Wealth Advisors | 70,522 | $3.64M | 1.4% | -9.3% | 2.015% | |
| 1/14/2026 | Weil Company Inc. | 130,472 | $6.73M | 1.5% | -9.0% | 3.728% | |
| 1/14/2026 | Pathway Financial Advisors LLC | 198,707 | $10.45M | 1.3% | +10.0% | 5.677% | |
| 1/12/2026 | Harbor Group Inc. | 944,276 | $48.70M | 7.3% | +4.2% | 26.979% | |
| 1/5/2026 | Park Avenue Securities LLC | 24,295 | $1.25M | 0.0% | +28.5% | 0.694% | |
| 1/1/2026 | JPMorgan Chase & Co. | 107,593 | $5.54M | 0.0% | +7.9% | 3.074% | |
| 11/17/2025 | Citadel Advisors LLC | 29,657 | $1.53M | 0.0% | N/A | 0.847% | |
| 11/17/2025 | Bank of America Corp DE | 27,348 | $1.41M | 0.0% | -37.7% | 0.781% | |
| 11/14/2025 | Maia Wealth LLC | 8,554 | $440K | 0.1% | -5.4% | 0.244% | |
| 11/13/2025 | Crux Wealth Advisors | 77,774 | $4.01M | 1.6% | +26.6% | 2.222% | |
| 11/12/2025 | Crossmark Global Holdings Inc. | 46,815 | $2.41M | 0.0% | -1.7% | 1.338% | |
| 11/12/2025 | Orion Porfolio Solutions LLC | 111,817 | $5.76M | 0.0% | -4.3% | 3.195% | |
| 11/7/2025 | JPMorgan Chase & Co. | 107,593 | $5.54M | 0.0% | +7.9% | 3.074% | |
| 11/7/2025 | HighTower Advisors LLC | 150,072 | $7.73M | 0.0% | +6.6% | 4.288% | |
| 11/7/2025 | Weil Company Inc. | 143,412 | $7.39M | 1.8% | -8.4% | 4.097% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 22,080 | $1.14M | 0.0% | +42.8% | 0.631% | |
| 11/4/2025 | Atlantic Union Bankshares Corp | 1,297 | $67K | 0.0% | N/A | 0.037% | |
| 10/29/2025 | SOL Capital Management CO | 12,164 | $627K | 0.1% | -10.4% | 0.348% | |
| 10/23/2025 | Park Avenue Securities LLC | 18,908 | $974K | 0.0% | +69.6% | 0.540% | |
| 10/14/2025 | Harbor Group Inc. | 906,458 | $46.71M | 7.4% | +3.7% | 25.899% | |
| 10/10/2025 | Pathway Financial Advisors LLC | 180,711 | $9.31M | 1.2% | +29.6% | 5.163% | |
| 9/4/2025 | Osaic Holdings Inc. | 7,749 | $398K | 0.0% | +438.9% | 0.225% | |
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| 8/27/2025 | Orion Porfolio Solutions LLC | 116,889 | $6.00M | 0.1% | -5.5% | 3.388% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 207,294 | $10.29M | 0.1% | +67.5% | 6.009% | |
| 8/15/2025 | Bank of America Corp DE | 43,926 | $2.26M | 0.0% | +2,013.9% | 1.273% | |
| 8/14/2025 | Jane Street Group LLC | 45,374 | $2.33M | 0.0% | +9.1% | 1.315% | |
| 8/12/2025 | JPMorgan Chase & Co. | 99,753 | $5.12M | 0.0% | +13.7% | 2.891% | |
| 8/7/2025 | Weil Company Inc. | 156,559 | $8.04M | 2.1% | -28.2% | 4.538% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,348,015 | $69.22M | 0.0% | -6.9% | 39.073% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 15,465 | $794K | 0.0% | +223.3% | 0.448% | |
| 7/29/2025 | Crux Wealth Advisors | 61,414 | $3.15M | 1.3% | +126.8% | 1.780% | |
| 7/25/2025 | Northwest Capital Management Inc | 892 | $46K | 0.0% | -65.4% | 0.026% | |
| 7/25/2025 | Pathway Financial Advisors LLC | 139,482 | $7.16M | 1.0% | +240.8% | 4.043% | |
| 7/25/2025 | CWM LLC | 1,291 | $66K | 0.0% | -56.6% | 0.037% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,106 | $108K | 0.0% | N/A | 0.061% | |
| 7/14/2025 | Harbor Group Inc. | 873,699 | $44.86M | 7.9% | +5.2% | 25.325% | |
| 7/14/2025 | Park Avenue Securities LLC | 11,150 | $573K | 0.0% | N/A | 0.323% | |
| 5/19/2025 | Jane Street Group LLC | 41,580 | $1.99M | 0.0% | -10.7% | 1.241% | |
| 5/15/2025 | Royal Bank of Canada | 121,601 | $5.81M | 0.0% | +811.8% | 3.630% | |
| 5/14/2025 | Kestra Advisory Services LLC | 71,630 | $3.42M | 0.0% | +4.6% | 2.138% | |
| 5/13/2025 | HighTower Advisors LLC | 132,434 | $6.33M | 0.0% | N/A | 3.953% | |
| 5/12/2025 | Maia Wealth LLC | 9,047 | $422K | 0.1% | -32.2% | 0.270% | |
| 4/30/2025 | Weil Company Inc. | 218,149 | $10.43M | 3.1% | -19.2% | 6.512% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 50,805 | $2.41M | 0.0% | N/A | 1.517% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,448,092 | $69.20M | 0.0% | -4.0% | 43.227% | |
| 4/23/2025 | SOL Capital Management CO | 15,305 | $731K | 0.1% | +22.7% | 0.457% | |
| 4/16/2025 | Pathway Financial Advisors LLC | 40,922 | $1.96M | 0.4% | N/A | 1.222% | |
| 4/11/2025 | Harbor Group Inc. | 830,299 | $39.68M | 7.9% | +20.4% | 24.785% | |
| 2/17/2025 | Citadel Advisors LLC | 5,973 | $284K | 0.0% | N/A | 0.254% | |
| 2/14/2025 | Jane Street Group LLC | 46,546 | $2.21M | 0.0% | N/A | 1.981% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 142,577 | $6.78M | 0.1% | -4.0% | 6.067% | |
| 2/12/2025 | JPMorgan Chase & Co. | 78,923 | $3.75M | 0.0% | +16.3% | 3.358% | |
| 2/11/2025 | LPL Financial LLC | 38,334 | $1.82M | 0.0% | +9.0% | 1.631% | |
| 2/5/2025 | Maia Wealth LLC | 13,351 | $662K | 0.1% | N/A | 0.568% | |
| 2/5/2025 | Weil Company Inc. | 269,916 | $12.84M | 4.4% | -4.3% | 11.486% | |
| 2/4/2025 | Bank of New York Mellon Corp | 1,508,756 | $71.75M | 0.0% | N/A | 64.202% | |
| 1/31/2025 | Sanctuary Advisors LLC | 21,929 | $1.10M | 0.0% | -5.6% | 0.933% | |
| 1/23/2025 | SOL Capital Management CO | 12,470 | $593K | 0.1% | +98.6% | 0.531% | |
| 1/15/2025 | Harbor Group Inc. | 689,384 | $32.78M | 7.4% | +4.9% | 29.335% | |
| 12/26/2024 | JPMorgan Chase & Co. | 67,856 | $3.64M | 0.0% | +12.2% | 2.887% | |
| 11/25/2024 | Sanctuary Advisors LLC | 23,241 | $1.14M | 0.0% | N/A | 0.989% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 148,508 | $7.97M | 0.2% | -12.9% | 6.319% | |
| 11/4/2024 | Weil Company Inc. | 282,019 | $15.13M | 5.0% | +4.0% | 12.001% | |
| 10/22/2024 | Private Advisor Group LLC | 16,316 | $875K | 0.0% | +19.9% | 0.694% | |
| 10/9/2024 | Harbor Group Inc. | 656,914 | $35.24M | 8.1% | +3.1% | 27.954% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,771 | $202K | 0.0% | N/A | 0.160% | |
| 8/6/2024 | Weil Company Inc. | 271,071 | $13.76M | 5.0% | +20.4% | 11.535% | |
| 8/5/2024 | Private Advisor Group LLC | 13,608 | $691K | 0.0% | +6.8% | 0.579% | |
| 7/12/2024 | Harbor Group Inc. | 636,974 | $32.33M | 8.3% | +3.1% | 27.105% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 1,026,810 | $52.51M | 0.6% | -13.3% | 43.694% | |
| 4/30/2024 | Private Advisor Group LLC | 12,744 | $652K | 0.0% | N/A | 0.542% | |
| 4/16/2024 | Harbor Group Inc. | 617,604 | $31.59M | 8.3% | +7.7% | 38.600% | |
Your book attached (Ad) Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link.
He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing. Download the Safe Trade Options Formula book for free before access closes |
| 2/9/2024 | Orion Portfolio Solutions LLC | 1,183,884 | $57.17M | 0.7% | +13.4% | 73.993% | |
| 2/9/2024 | Weil Company Inc. | 211,572 | $10.39M | 4.6% | +4.6% | 13.223% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 5,625 | $276K | 0.0% | -19.7% | 0.352% | |
| 2/1/2024 | Northwest Capital Management Inc | 2,575 | $126K | 0.0% | N/A | 0.161% | |
| 2/1/2024 | CWM LLC | 3,243 | $159K | 0.0% | N/A | 0.203% | |
| 1/10/2024 | Harbor Group Inc. | 573,193 | $28.15M | 8.1% | N/A | 35.825% | |
| 11/13/2023 | Kestra Advisory Services LLC | 51,448 | $2.23M | 0.0% | N/A | 3.216% | |
| 11/8/2023 | Weil Company Inc. | 202,354 | $8.79M | 4.4% | +39.4% | 12.647% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 1,043,558 | $45.31M | 0.5% | -49.3% | 65.222% | |
| 8/17/2023 | Orion Portfolio Solutions LLC | 2,060,061 | $97.35M | 1.0% | +94.5% | 128.754% | |