| 8/15/2025 | EP Wealth Advisors LLC | 16,057 | $791K | 0.0% | N/A | 0.174% | |
| 8/14/2025 | Jane Street Group LLC | 50,415 | $2.48M | 0.0% | +73.3% | 0.531% | |
| 8/13/2025 | Flow Traders U.S. LLC | 11,971 | $590K | 0.0% | +96.6% | 0.126% | |
| 8/12/2025 | JPMorgan Chase & Co. | 13,909 | $685K | 0.0% | +704.0% | 0.146% | |
| 8/11/2025 | Root Financial Partners LLC | 33,291 | $1.64M | 0.2% | +30.4% | 0.360% | |
| 8/8/2025 | RAM Investment Partners LLC | 8,326 | $410K | 0.1% | -38.7% | 0.090% | |
| 8/8/2025 | Kaizen Financial Strategies | 4,710 | $232K | 0.1% | N/A | 0.051% | |
| 8/6/2025 | Savant Capital LLC | 35,336 | $1.74M | 0.0% | +0.8% | 0.382% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 7,174 | $354K | 0.1% | +11.3% | 0.078% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,740,194 | $233.60M | 0.1% | +7.1% | 51.245% | |
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| 7/28/2025 | Elmwood Wealth Management Inc. | 54,090 | $2.67M | 1.1% | +30.7% | 0.585% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 17,705 | $873K | 0.1% | N/A | 0.186% | |
| 7/25/2025 | One Degree Advisors Inc | 95,156 | $4.69M | 1.7% | -2.6% | 1.002% | |
| 7/24/2025 | IFP Advisors Inc | 2,003 | $99K | 0.0% | +99.7% | 0.022% | |
| 7/24/2025 | True Link Financial Advisors LLC | 13,310 | $656K | 0.0% | -4.0% | 0.144% | |
| 7/23/2025 | Roberts Wealth Advisors LLC | 8,437 | $416K | 0.1% | -17.1% | 0.091% | |
| 7/18/2025 | Citrine Capital LLC | 691,179 | $34.06M | 18.1% | +7.6% | 7.472% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 13,850 | $683K | 0.1% | +167.9% | 0.151% | |
| 7/16/2025 | Signature Resources Capital Management LLC | 97,140 | $4.79M | 2.9% | +235.0% | 1.062% | |
| 7/16/2025 | Gradient Capital Advisors LLC | 5,386 | $265K | 0.1% | N/A | 0.059% | |
| 7/15/2025 | Regatta Capital Group LLC | 5,446 | $268K | 0.0% | N/A | 0.060% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 17,704 | $872K | 0.4% | N/A | 0.193% | |
| 7/10/2025 | Hurlow Wealth Management Group Inc. | 6,561 | $323K | 0.1% | N/A | 0.072% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 66,137 | $3.26M | 0.0% | +0.6% | 0.731% | |
| 7/9/2025 | Fermata Advisors LLC | 6,130 | $302K | 0.1% | N/A | 0.068% | |
| 7/1/2025 | First National Bank Sioux Falls | 9,451 | $466K | 0.2% | -21.2% | 0.107% | |
| 5/19/2025 | Jane Street Group LLC | 29,090 | $1.44M | 0.0% | -75.1% | 0.348% | |
| 5/15/2025 | OLD Mission Capital LLC | 11,299 | $560K | 0.0% | -61.7% | 0.139% | |
| 5/15/2025 | Tortoise Investment Management LLC | 6,779 | $336K | 0.0% | +74.8% | 0.084% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 39,109 | $1.94M | 0.7% | -0.6% | 0.483% | |
| 5/13/2025 | Callan Family Office LLC | 86,700 | $4.30M | 0.3% | N/A | 1.070% | |
| 5/13/2025 | HighTower Advisors LLC | 796,644 | $39.51M | 0.1% | +30.9% | 9.835% | |
| 5/12/2025 | One Degree Advisors Inc | 97,725 | $4.85M | 2.0% | +1.6% | 1.206% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 5,090 | $252K | 0.0% | N/A | 0.063% | |
| 5/7/2025 | Prospect Financial Group LLC | 17,108 | $849K | 1.1% | +130.9% | 0.211% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,423,967 | $219.43M | 0.1% | +3.5% | 54.617% | |
| 4/28/2025 | Elmwood Wealth Management Inc. | 41,390 | $2.05M | 0.8% | +135.4% | 0.511% | |
| 4/28/2025 | Red Lighthouse Investment Management LLC | 6,448 | $325K | 0.1% | +7.5% | 0.080% | |
| 4/25/2025 | Root Financial Partners LLC | 25,538 | $1.27M | 0.1% | +32.6% | 0.310% | |
| 4/23/2025 | RAM Investment Partners LLC | 13,584 | $674K | 0.2% | +66.8% | 0.165% | |
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| 4/23/2025 | Citrine Capital LLC | 642,084 | $31.85M | 19.9% | +215.0% | 7.783% | |
| 4/21/2025 | True Link Financial Advisors LLC | 13,860 | $687K | 0.1% | +5.7% | 0.168% | |
| 4/21/2025 | Roberts Wealth Advisors LLC | 10,175 | $505K | 0.2% | N/A | 0.123% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 65,728 | $3.26M | 0.0% | +15.8% | 0.797% | |
| 4/16/2025 | Signature Resources Capital Management LLC | 28,999 | $1.44M | 1.2% | +152.4% | 0.352% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 14,384 | $701K | 0.1% | +99.6% | 0.174% | |
| 4/15/2025 | First National Bank Sioux Falls | 12,000 | $595K | 0.2% | +9.1% | 0.145% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 56,750 | $2.84M | 0.0% | +43.1% | 0.698% | |
| 2/17/2025 | EP Wealth Advisors LLC | 7,706 | $386K | 0.0% | N/A | 0.143% | |
| 2/17/2025 | Citadel Advisors LLC | 6,209 | $311K | 0.0% | N/A | 0.115% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 3,837,026 | $192.04M | 0.5% | -13.9% | 71.056% | |
| 2/14/2025 | Jane Street Group LLC | 117,016 | $5.86M | 0.0% | +252.4% | 2.167% | |
| 2/14/2025 | Navigoe LLC | 1,990 | $99K | 0.1% | N/A | 0.037% | |
| 2/14/2025 | Susquehanna International Group LLP | 55,879 | $2.80M | 0.0% | +1,010.5% | 1.035% | |
| 2/13/2025 | One Degree Advisors Inc | 96,178 | $4.82M | 2.0% | +7.8% | 1.781% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 4,275,552 | $213.99M | 0.1% | +9.5% | 79.177% | |
| 2/12/2025 | Martin Worley Group | 9,064 | $454K | 0.3% | N/A | 0.168% | |
| 2/12/2025 | OLD Mission Capital LLC | 29,531 | $1.48M | 0.0% | +3.7% | 0.547% | |
| 2/12/2025 | Life Planning Partners Inc | 99,700 | $4.99M | 0.7% | N/A | 1.846% | |
| 2/12/2025 | JPMorgan Chase & Co. | 1,133 | $57K | 0.0% | N/A | 0.021% | |
| 2/11/2025 | Prospect Financial Group LLC | 7,410 | $371K | 0.5% | N/A | 0.137% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 51,453 | $2.58M | 0.0% | +9.2% | 0.953% | |
| 2/10/2025 | Farther Finance Advisors LLC | 1,404 | $70K | 0.0% | N/A | 0.026% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 3,335 | $167K | 0.1% | N/A | 0.062% | |
| 2/7/2025 | HighTower Advisors LLC | 608,450 | $30.45M | 0.0% | +38.1% | 11.268% | |
| 2/7/2025 | Tortoise Investment Management LLC | 3,879 | $194K | 0.0% | -45.2% | 0.072% | |
| 2/6/2025 | One Capital Management LLC | 13,535 | $677K | 0.0% | +23.9% | 0.251% | |
| 1/30/2025 | Root Financial Partners LLC | 19,255 | $964K | 0.1% | +18.5% | 0.357% | |
| 1/30/2025 | Life Planning Partners Inc | 99,700 | $4.99M | 0.0% | N/A | 1.846% | |
| 1/29/2025 | FMB Wealth Management | 12,458 | $624K | 0.4% | +3.6% | 0.231% | |
| 1/29/2025 | Savant Capital LLC | 34,870 | $1.75M | 0.0% | N/A | 0.646% | |
| 1/28/2025 | RAM Investment Partners LLC | 8,144 | $408K | 0.1% | +18.6% | 0.151% | |
| 1/27/2025 | Citrine Capital LLC | 203,819 | $10.20M | 7.5% | N/A | 3.774% | |
| 1/23/2025 | TriaGen Wealth Management LLC | 39,362 | $1.97M | 0.7% | +5.2% | 0.729% | |
| 1/17/2025 | Signature Resources Capital Management LLC | 11,490 | $575K | 0.5% | +13.4% | 0.213% | |
| 1/16/2025 | True Link Financial Advisors LLC | 13,110 | $656K | 0.1% | +9.7% | 0.243% | |
| 1/14/2025 | Apella Capital LLC | 10,683 | $535K | 0.0% | N/A | 0.198% | |
| 1/14/2025 | Fiduciary Financial Group LLC | 7,205 | $359K | 0.1% | +35.0% | 0.133% | |
| 1/13/2025 | Elmwood Wealth Management Inc. | 17,580 | $880K | 0.4% | N/A | 0.326% | |
| 11/15/2024 | Jane Street Group LLC | 33,208 | $1.68M | 0.0% | N/A | 0.615% | |
| 11/15/2024 | HighTower Advisors LLC | 440,494 | $22.33M | 0.0% | +1.2% | 8.157% | |
| 11/12/2024 | Larson Financial Group LLC | 2,000 | $101K | 0.0% | N/A | 0.037% | |
| 10/29/2024 | First National Bank Sioux Falls | 11,000 | $557K | 0.3% | +46.7% | 0.204% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 39,668 | $2.01M | 0.0% | +85.9% | 0.735% | |
| 10/22/2024 | RAM Investment Partners LLC | 6,869 | $348K | 0.1% | +4.6% | 0.127% | |
| 10/19/2024 | One Degree Advisors Inc | 89,188 | $4.52M | 1.9% | N/A | 1.652% | |
| 10/18/2024 | TriaGen Wealth Management LLC | 37,422 | $1.90M | 0.6% | +73.2% | 0.693% | |
| 10/8/2024 | Evanson Asset Management LLC | 5,785 | $293K | 0.0% | N/A | 0.107% | |
| 8/30/2024 | Strategic Investment Solutions Inc. IL | 2,020 | $102K | 0.0% | N/A | 0.037% | |
| 8/12/2024 | Mercer Global Advisors Inc. ADV | 3,989,726 | $199.81M | 0.5% | +7.5% | 73.884% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast here |
| 8/8/2024 | Envestnet Asset Management Inc. | 3,555,339 | $178.05M | 0.1% | +5.5% | 65.840% | |
| 8/2/2024 | Tortoise Investment Management LLC | 6,102 | $306K | 0.0% | -45.6% | 0.113% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 45,538 | $2.28M | 0.0% | -1.4% | 0.843% | |
| 7/30/2024 | RAM Investment Partners LLC | 6,567 | $329K | 0.1% | +17.4% | 0.122% | |
| 7/19/2024 | Signature Resources Capital Management LLC | 10,176 | $510K | 0.4% | +324.7% | 0.188% | |
| 7/18/2024 | TriaGen Wealth Management LLC | 21,607 | $1.08M | 0.4% | +46.5% | 0.400% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 5,336 | $268K | 0.1% | N/A | 0.099% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 21,333 | $1.07M | 0.0% | +1.3% | 0.395% | |
| 7/12/2024 | True Link Financial Advisors LLC | 11,950 | $598K | 0.1% | +2.1% | 0.221% | |
| 5/15/2024 | CoreFirst Bank & Trust | 1,032 | $52K | 0.0% | N/A | 0.019% | |
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