8/8/2025 | Rockefeller Capital Management L.P. | 23,495 | $512K | 0.0% | +14.7% | 0.041% | |
8/8/2025 | Kingsview Wealth Management LLC | 26,369 | $575K | 0.0% | -6.2% | 0.046% | |
8/8/2025 | Cetera Investment Advisers | 186,597 | $4.07M | 0.0% | -0.8% | 0.329% | |
8/8/2025 | Creative Planning | 216,310 | $4.72M | 0.0% | -60.3% | 0.381% | |
8/6/2025 | Maltin Wealth Management Inc. | 11,818 | $258K | 0.1% | -8.2% | 0.021% | |
8/6/2025 | Savant Capital LLC | 27,897 | $608K | 0.0% | +2.0% | 0.049% | |
8/6/2025 | First Horizon Advisors Inc. | 8,118 | $177K | 0.0% | +15.0% | 0.014% | |
8/5/2025 | Intellectus Partners LLC | 20,450 | $446K | 0.1% | -12.8% | 0.036% | |
8/4/2025 | Lockheed Martin Investment Management Co. | 663,300 | $14.47M | 0.5% | -20.4% | 1.169% | |
8/4/2025 | Atria Investments Inc | 67,522 | $1.47M | 0.0% | +18.0% | 0.119% | |
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8/4/2025 | Keybank National Association OH | 138,509 | $3.02M | 0.0% | -2.6% | 0.244% | |
8/4/2025 | World Investment Advisors | 54,853 | $1.20M | 0.0% | -2.9% | 0.097% | |
8/4/2025 | Flagship Harbor Advisors LLC | 11,244 | $245K | 0.0% | +5.3% | 0.020% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 41,102 | $896K | 0.0% | +19.9% | 0.072% | |
8/1/2025 | Envestnet Asset Management Inc. | 617,042 | $13.46M | 0.0% | -2.9% | 1.087% | |
7/30/2025 | Brookstone Capital Management | 9,747 | $213K | 0.0% | -47.2% | 0.017% | |
7/30/2025 | Drive Wealth Management LLC | 11,185 | $244K | 0.1% | N/A | 0.020% | |
7/29/2025 | BKM Wealth Management LLC | 64,668 | $1.41M | 0.6% | -1.2% | 0.114% | |
7/29/2025 | Gladwyn Financial Advisors Inc. | 198,598 | $4.33M | 3.4% | N/A | 0.350% | |
7/28/2025 | Harbour Investments Inc. | 9,249 | $202K | 0.0% | +20.4% | 0.016% | |
7/28/2025 | J.Safra Asset Management Corp | 1,254 | $27K | 0.0% | N/A | 0.002% | |
7/25/2025 | Atria Wealth Solutions Inc. | 45,085 | $983K | 0.0% | -38.4% | 0.079% | |
7/24/2025 | Blue Trust Inc. | 4,910 | $107K | 0.0% | +8,083.3% | 0.009% | |
7/24/2025 | IFP Advisors Inc | 10,031 | $219K | 0.0% | +9.5% | 0.018% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 24,101 | $526K | 0.0% | +12.5% | 0.042% | |
7/18/2025 | PFG Investments LLC | 18,255 | $398K | 0.0% | -13.8% | 0.032% | |
7/18/2025 | Truist Financial Corp | 54,245 | $1.18M | 0.0% | +6.1% | 0.096% | |
7/17/2025 | Janney Montgomery Scott LLC | 18,752 | $409K | 0.0% | +13.2% | 0.033% | |
7/17/2025 | Olympus Wealth Management LLC | 151,160 | $3.30M | 1.1% | -9.0% | 0.266% | |
7/17/2025 | Sound Income Strategies LLC | 5,208 | $114K | 0.0% | N/A | 0.009% | |
7/15/2025 | Palumbo Wealth Management LLC | 470,474 | $10.26M | 3.2% | -2.7% | 0.829% | |
7/15/2025 | Cordant Inc. | 433,443 | $9.45M | 4.6% | +3.7% | 0.764% | |
7/14/2025 | Opal Wealth Advisors LLC | 14,234 | $310K | 0.1% | N/A | 0.025% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 14,591 | $325K | 0.0% | +4.1% | 0.026% | |
7/8/2025 | Parallel Advisors LLC | 7,721 | $168K | 0.0% | +26.4% | 0.014% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 5,698 | $124K | 0.0% | +131.0% | 0.010% | |
7/3/2025 | Fiduciary Financial Group LLC | 39,975 | $877K | 0.2% | -5.3% | 0.066% | |
6/6/2025 | eCIO Inc. | 2,555 | $57K | 0.0% | N/A | 0.004% | |
5/20/2025 | Focus Partners Wealth | 17,248 | $388K | 0.0% | -8.8% | 0.028% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 34,293 | $772K | 0.0% | +28.3% | 0.056% | |
Musk’s Project Colossus could mint millionaires (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 September 1st funding windo |
5/16/2025 | Goldman Sachs Group Inc. | 436,068 | $9.81M | 0.0% | +127.2% | 0.759% | |
5/16/2025 | NewEdge Advisors LLC | 25,118 | $565K | 0.0% | +4.3% | 0.041% | |
5/15/2025 | Royal Bank of Canada | 140,725 | $3.17M | 0.0% | +67.9% | 0.231% | |
5/14/2025 | CreativeOne Wealth LLC | 28,012 | $630K | 0.0% | N/A | 0.046% | |
5/14/2025 | Comerica Bank | 14,673 | $330K | 0.0% | +8.2% | 0.024% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 324,119 | $7.29M | 0.0% | +1.1% | 0.531% | |
5/14/2025 | Kestra Advisory Services LLC | 34,667 | $780K | 0.0% | -20.2% | 0.057% | |
5/13/2025 | Ethos Financial Group LLC | 12,154 | $273K | 0.0% | N/A | 0.020% | |
5/13/2025 | Global Endowment Management LP | 196,736 | $4.43M | 0.6% | -24.7% | 0.322% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 9,557 | $215K | 0.0% | N/A | 0.016% | |
5/13/2025 | HighTower Advisors LLC | 36,796 | $828K | 0.0% | -13.2% | 0.060% | |
5/12/2025 | Maia Wealth LLC | 30,855 | $646K | 0.1% | -5.4% | 0.051% | |
5/12/2025 | Avos Capital Management LLC | 254,044 | $5.72M | 3.8% | N/A | 0.416% | |
5/9/2025 | Deutsche Bank AG | 964,780 | $21.71M | 0.0% | -56.4% | 1.580% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 2,940 | $66K | 0.0% | N/A | 0.005% | |
5/9/2025 | Atria Wealth Solutions Inc. | 73,209 | $1.65M | 0.0% | +133.6% | 0.120% | |
5/9/2025 | Banco Santander S.A. | 9,201 | $207K | 0.0% | N/A | 0.015% | |
5/9/2025 | PNC Financial Services Group Inc. | 20,288 | $456K | 0.0% | -4.0% | 0.033% | |
5/8/2025 | Harbour Investments Inc. | 7,685 | $173K | 0.0% | +240.6% | 0.013% | |
5/8/2025 | Arkadios Wealth Advisors | 21,378 | $481K | 0.0% | +4.8% | 0.035% | |
5/7/2025 | Mackenzie Financial Corp | 93,060 | $2.09M | 0.0% | +5.7% | 0.152% | |
5/7/2025 | LPL Financial LLC | 549,632 | $12.37M | 0.0% | -3.4% | 0.900% | |
5/6/2025 | Cetera Investment Advisers | 188,179 | $4.23M | 0.0% | -1.5% | 0.308% | |
5/6/2025 | Avantax Advisory Services Inc. | 42,469 | $956K | 0.0% | +17.7% | 0.070% | |
5/6/2025 | Choreo LLC | 47,508 | $1.07M | 0.0% | -5.1% | 0.078% | |
5/5/2025 | BKM Wealth Management LLC | 65,470 | $1.47M | 0.6% | +2.8% | 0.107% | |
5/5/2025 | IFP Advisors Inc | 9,163 | $206K | 0.0% | -5.7% | 0.015% | |
5/2/2025 | Kingsview Wealth Management LLC | 28,116 | $633K | 0.0% | +28.1% | 0.046% | |
5/2/2025 | Sigma Planning Corp | 41,391 | $931K | 0.0% | -1.4% | 0.068% | |
4/30/2025 | M&T Bank Corp | 34,233 | $770K | 0.0% | -9.4% | 0.056% | |
4/30/2025 | Brown Advisory Inc. | 16,320 | $367K | 0.0% | -22.4% | 0.027% | |
4/29/2025 | Envestnet Asset Management Inc. | 635,312 | $14.30M | 0.0% | -7.4% | 1.041% | |
4/29/2025 | Fund Evaluation Group LLC | 250,691 | $5.64M | 0.2% | -11.9% | 0.411% | |
4/29/2025 | Bank of New York Mellon Corp | 10,534 | $237K | 0.0% | -87.4% | 0.017% | |
4/29/2025 | World Investment Advisors | 56,512 | $1.27M | 0.0% | +7.1% | 0.093% | |
4/29/2025 | Aurora Private Wealth Inc. | 18,000 | $405K | 0.1% | N/A | 0.029% | |
4/28/2025 | FSM Wealth Advisors LLC | 11,704 | $263K | 0.1% | N/A | 0.019% | |
4/28/2025 | Keybank National Association OH | 142,274 | $3.20M | 0.0% | +24.0% | 0.233% | |
4/23/2025 | Aurora Private Wealth Inc. | 18,000 | $405K | 0.0% | N/A | 0.029% | |
4/23/2025 | Olympus Wealth Management LLC | 166,177 | $3.74M | 1.6% | -39.1% | 0.272% | |
4/23/2025 | International Assets Investment Management LLC | 9,729 | $219K | 0.0% | -25.1% | 0.016% | |
4/23/2025 | Oppenheimer & Co. Inc. | 13,817 | $311K | 0.0% | +19.2% | 0.023% | |
4/22/2025 | Palumbo Wealth Management LLC | 483,691 | $10.88M | 3.6% | -1.0% | 0.792% | |
4/22/2025 | Flagship Harbor Advisors LLC | 10,677 | $240K | 0.0% | N/A | 0.017% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 89,680 | $2.02M | 0.0% | -6.9% | 0.147% | |
4/22/2025 | PFG Investments LLC | 21,187 | $477K | 0.0% | N/A | 0.035% | |
4/22/2025 | Cordant Inc. | 417,989 | $9.41M | 4.9% | -2.7% | 0.685% | |
4/18/2025 | Insigneo Advisory Services LLC | 138,019 | $3.11M | 0.3% | +2.4% | 0.226% | |
4/17/2025 | Janney Montgomery Scott LLC | 16,564 | $373K | 0.0% | -8.3% | 0.027% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 14,023 | $316K | 0.0% | -6.4% | 0.023% | |
Musk’s Project Colossus could mint millionaires (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 September 1st funding windo |
4/16/2025 | Matauro LLC | 14,309 | $322K | 0.1% | -5.6% | 0.023% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 21,424 | $482K | 0.0% | +4.6% | 0.035% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,467 | $56K | 0.0% | +60.5% | 0.004% | |
4/10/2025 | Diligent Investors LLC | 11,612 | $261K | 0.1% | +23.6% | 0.019% | |
4/10/2025 | Maltin Wealth Management Inc. | 12,876 | $290K | 0.1% | -89.6% | 0.021% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,986 | $320K | 0.0% | N/A | 0.023% | |
3/6/2025 | Copia Wealth Management | 25,005 | $535K | 0.5% | N/A | 0.039% | |
2/24/2025 | Ameriflex Group Inc. | 1,747 | $38K | 0.0% | N/A | 0.003% | |
2/20/2025 | Mackenzie Financial Corp | 88,050 | $1.88M | 0.0% | -27.8% | 0.144% | |
2/19/2025 | Toronto Dominion Bank | 20,939 | $448K | 0.0% | N/A | 0.034% | |