| 7/18/2025 | Pure Financial Advisors LLC | 6,365,367 | $226.35M | 4.0% | +3.9% | 2.583% | |
| 7/18/2025 | Benchmark Wealth Management LLC | 27,372 | $973K | 0.4% | +30.8% | 0.011% | |
| 7/18/2025 | Parkwoods Wealth Partners LLC | 24,411 | $868K | 0.5% | +61.9% | 0.010% | |
| 7/18/2025 | PBMares Wealth Management LLC | 586,435 | $20.85M | 3.8% | +4.5% | 0.238% | |
| 7/18/2025 | Bridge Generations Wealth Management LLC | 166,574 | $5.92M | 3.6% | +13.5% | 0.068% | |
| 7/18/2025 | Financial Consulate Inc. | 1,874,235 | $66.65M | 13.2% | +109.5% | 0.760% | |
| 7/18/2025 | FMB Wealth Management | 6,320 | $225K | 0.1% | N/A | 0.003% | |
| 7/17/2025 | Melfa Wealth Management Inc. | 5,700 | $203K | 0.1% | N/A | 0.002% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 1,233,255 | $43.86M | 5.2% | +0.9% | 0.505% | |
| 7/17/2025 | K2 Financial Inc. | 45,632 | $1.63M | 1.4% | +15.9% | 0.019% | |
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| 7/17/2025 | Mattern Wealth Management LLC | 34,721 | $1.24M | 0.3% | +2.1% | 0.014% | |
| 7/17/2025 | Poinciana Advisors Group LLC | 9,534 | $339K | 0.3% | N/A | 0.004% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 84,887 | $3.02M | 1.4% | +25.6% | 0.035% | |
| 7/17/2025 | Lauterbach Financial Advisors LLC | 11,773 | $419K | 0.2% | +51.2% | 0.005% | |
| 7/17/2025 | Northwest Wealth Management LLC | 74,739 | $2.66M | 0.5% | +12.4% | 0.031% | |
| 7/17/2025 | HB Wealth Management LLC | 865,963 | $30.79M | 0.2% | N/A | 0.355% | |
| 7/17/2025 | Claris Advisors LLC MO | 302,318 | $10.75M | 3.7% | -2.7% | 0.124% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 7,448 | $265K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Avondale Wealth Management | 9,920 | $353K | 0.2% | -74.2% | 0.004% | |
| 7/17/2025 | Oceanside Advisors LLC | 536,873 | $19.09M | 12.8% | +0.4% | 0.220% | |
| 7/17/2025 | Archford Capital Strategies LLC | 216,712 | $7.71M | 1.0% | +2.3% | 0.089% | |
| 7/17/2025 | Applied Capital LLC | 317,417 | $11.29M | 5.0% | +4.4% | 0.130% | |
| 7/17/2025 | Global Trust Asset Management LLC | 31,447 | $1.12M | 0.6% | -0.9% | 0.013% | |
| 7/17/2025 | Heritage Investment Group Inc. | 12,836 | $456K | 0.1% | +20.4% | 0.005% | |
| 7/17/2025 | XY Planning Network Inc. | 8,941 | $318K | 0.1% | N/A | 0.004% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 24,218 | $861K | 0.1% | +11.1% | 0.010% | |
| 7/17/2025 | CogentBlue Wealth Advisors LLC | 226,065 | $8.04M | 6.2% | -1.0% | 0.093% | |
| 7/16/2025 | Midwest Heritage Bank FSB | 484,980 | $17.25M | 6.5% | +5.9% | 0.199% | |
| 7/16/2025 | Squire Investment Management Company LLC | 6,990 | $249K | 0.1% | -43.8% | 0.003% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 86,810 | $3.09M | 2.1% | +27.3% | 0.036% | |
| 7/16/2025 | Meredith Wealth Planning | 824,568 | $29.32M | 10.6% | +8.4% | 0.338% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 260,046 | $9.25M | 2.8% | -40.6% | 0.107% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 1,388,309 | $49.37M | 3.4% | +37.4% | 0.569% | |
| 7/16/2025 | Crown Wealth Group LLC | 199,260 | $7.09M | 2.7% | +20.2% | 0.082% | |
| 7/16/2025 | Blue Oak Capital LLC | 204,358 | $7.27M | 3.8% | -9.2% | 0.084% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 906,348 | $32.23M | 9.0% | +6.9% | 0.371% | |
| 7/15/2025 | Level Financial Advisors | 363,744 | $12.94M | 4.0% | +1.2% | 0.149% | |
| 7/15/2025 | Great Oak Capital Partners LLC | 963,345 | $34.71M | 9.9% | +4.8% | 0.395% | |
| 7/15/2025 | Signet Financial Management LLC | 10,023 | $356K | 0.0% | -90.7% | 0.004% | |
| 7/15/2025 | Vestment Financial LLC | 227,815 | $8.17M | 5.2% | +6.9% | 0.093% | |
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| 7/15/2025 | Evanson Asset Management LLC | 85,381 | $3.04M | 0.2% | -13.6% | 0.035% | |
| 7/15/2025 | Hartmann Taylor Wealth Management LLC | 45,729 | $1.63M | 1.4% | +2.1% | 0.019% | |
| 7/15/2025 | tru Independence LLC | 28,013 | $996K | 0.3% | -2.8% | 0.011% | |
| 7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 70,307 | $2.50M | 2.3% | +5.6% | 0.029% | |
| 7/15/2025 | Maseco LLP | 5,205 | $185K | 0.0% | N/A | 0.002% | |
| 7/15/2025 | Axis Wealth Partners LLC | 16,121 | $573K | 0.4% | -4.2% | 0.007% | |
| 7/15/2025 | LVZ Inc. | 2,046,792 | $72.78M | 8.7% | +1.8% | 0.839% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 2,845 | $101K | 0.0% | N/A | 0.001% | |
| 7/15/2025 | Hippocratic Financial Advisors LLC | 685,215 | $24.37M | 13.0% | +37.1% | 0.281% | |
| 7/15/2025 | Family Wealth Partners LLC | 261,697 | $9.31M | 3.7% | +3.3% | 0.107% | |
| 7/15/2025 | Fortitude Family Office LLC | 4,520 | $161K | 0.1% | +26.5% | 0.002% | |
| 7/14/2025 | Kooman & Associates | 500,876 | $17.81M | 6.0% | +1.3% | 0.205% | |
| 7/14/2025 | Cherrydale Wealth Management LLC | 51,960 | $1.85M | 0.6% | +20.4% | 0.021% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 268,086 | $9.53M | 1.8% | +59.7% | 0.110% | |
| 7/14/2025 | AdvisorNet Financial Inc | 223,769 | $7.96M | 0.5% | -43.1% | 0.092% | |
| 7/14/2025 | BetterWealth LLC | 146,898 | $5.22M | 1.3% | -1.6% | 0.060% | |
| 7/14/2025 | Foster Group Inc. | 2,075,242 | $73.80M | 2.5% | +1.9% | 0.850% | |
| 7/14/2025 | Financial Harvest LLC | 297,442 | $10.58M | 7.9% | N/A | 0.122% | |
| 7/14/2025 | Friday Financial | 62,595 | $2.23M | 1.1% | +4.2% | 0.026% | |
| 7/14/2025 | Maryland Capital Advisors Inc. | 42,684 | $1.52M | 0.6% | +10.3% | 0.017% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 198,828 | $7.07M | 3.5% | +20.8% | 0.081% | |
| 7/14/2025 | Park Avenue Securities LLC | 1,972,731 | $70.15M | 0.6% | +10.4% | 0.808% | |
| 7/14/2025 | Shearwater Capital LLC | 16,574 | $589K | 0.4% | N/A | 0.007% | |
| 7/11/2025 | Wolfstich Capital LLC | 83,251 | $2.96M | 6.4% | -36.2% | 0.034% | |
| 7/11/2025 | Ullmann Wealth Partners Group LLC | 836,754 | $29.76M | 3.5% | -28.8% | 0.343% | |
| 7/11/2025 | Scratch Capital LLC | 321,647 | $11.44M | 9.3% | +46.6% | 0.132% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 6,238 | $222K | 0.1% | -15.2% | 0.003% | |
| 7/11/2025 | Kaufman Rossin Wealth LLC | 200,363 | $7.13M | 4.5% | +9.6% | 0.082% | |
| 7/11/2025 | Farther Finance Advisors LLC | 70,202 | $2.50M | 0.0% | +1.7% | 0.029% | |
| 7/11/2025 | Andrews Lucia Wealth Management LLC | 41,229 | $1.47M | 1.0% | +2.7% | 0.017% | |
| 7/11/2025 | Pinnacle Bancorp Inc. | 5,841 | $208K | 0.1% | -7.4% | 0.002% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 7,758 | $276K | 0.0% | N/A | 0.003% | |
| 7/10/2025 | Websterrogers Financial Advisors LLC | 401,288 | $14.27M | 4.5% | +2.2% | 0.164% | |
| 7/10/2025 | Fortress Wealth Management Inc. | 473,634 | $16.84M | 8.1% | -3.8% | 0.194% | |
| 7/10/2025 | Weinberger Asset Management Inc | 262,687 | $9.34M | 3.6% | +2.8% | 0.108% | |
| 7/10/2025 | Fulton Bank N.A. | 829,280 | $29.49M | 1.1% | N/A | 0.340% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 2,872,164 | $103.97M | 0.2% | +4.2% | 1.176% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 12,065 | $436K | 0.2% | N/A | 0.005% | |
| 7/9/2025 | Intelligence Driven Advisers LLC | 133,970 | $4.76M | 0.7% | -6.6% | 0.055% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 367,059 | $13.05M | 0.4% | +3.1% | 0.150% | |
| 7/9/2025 | Archer Investment Management LLC | 6,451 | $229K | 0.2% | -45.6% | 0.003% | |
| 7/9/2025 | Alesco Advisors LLC | 2,650,009 | $94.23M | 2.7% | +2.6% | 1.085% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 1,175,788 | $41.81M | 6.8% | -1.4% | 0.482% | |
| 7/9/2025 | Shore Point Advisors LLC | 152,211 | $5.41M | 2.6% | -19.0% | 0.062% | |
| 7/9/2025 | GEM Asset Management LLC | 102,514 | $3.69M | 1.9% | +4.0% | 0.042% | |
| 7/9/2025 | Christopher J. Hasenberg Inc | 22,536 | $801K | 0.3% | -97.4% | 0.009% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 8,321 | $296K | 0.3% | +31.5% | 0.003% | |
| 7/9/2025 | High Probability Advisors LLC | 1,438,723 | $51.16M | 7.7% | +9.0% | 0.589% | |
| 7/8/2025 | Apella Capital LLC | 1,902,011 | $68.38M | 1.9% | +33.1% | 0.780% | |
| 7/7/2025 | Discipline Wealth Solutions LLC | 11,420 | $406K | 0.2% | N/A | 0.005% | |
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Spotting some profitable trends in tech … well ahead of Wall Street.
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Or Bitcoin when it was trading for just $300.
Throughout his illustrious career …
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| 7/3/2025 | CPA Asset Management LLC | 430,430 | $15.31M | 6.4% | +0.3% | 0.179% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 231,608 | $8.29M | 1.5% | +4.2% | 0.096% | |
| 7/2/2025 | Helen Stephens Group LLC | 116,330 | $4.14M | 1.0% | -1.8% | 0.048% | |
| 6/6/2025 | Blue Oak Capital LLC | 225,086 | $7.46M | 4.1% | -6.3% | 0.095% | |
| 6/3/2025 | Invst LLC | 184,809 | $6.13M | 0.8% | N/A | 0.078% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 164,647 | $5.46M | 3.2% | +18.6% | 0.070% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,917 | $229K | 0.0% | +1,190.5% | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 10,998,637 | $364.50M | 0.9% | +321.0% | 4.659% | |
| 5/20/2025 | Integrity Alliance LLC. | 529,492 | $17.55M | 0.7% | N/A | 0.224% | |
| 5/19/2025 | SageView Advisory Group LLC | 54,481 | $1.81M | 0.1% | -1.2% | 0.023% | |
