| 7/10/2026 | BFI Infinity Ltd. | 27,654 | $1.74M | 0.5% | +2.0% | 0.088% | |
| 7/9/2026 | Revolve Wealth Partners LLC | 4,146 | $261K | 0.0% | N/A | 0.013% | |
| 7/7/2026 | JGP Wealth Management LLC | 3,713 | $233K | 0.0% | N/A | 0.012% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 3,283 | $206K | 0.0% | N/A | 0.010% | |
| 7/6/2026 | Boltwood Capital Management | 7,900 | $497K | 0.1% | +17.9% | 0.025% | |
| 7/2/2026 | CX Institutional | 5,314 | $334K | 0.0% | -30.4% | 0.017% | |
| 6/16/2026 | Empowered Funds LLC | 4,476 | $263K | 0.0% | N/A | 0.017% | |
| 6/3/2026 | Parallel Advisors LLC | 1,480 | $87K | 0.0% | +52.0% | 0.006% | |
| 6/3/2026 | NewEdge Advisors LLC | 15,602 | $918K | 0.0% | -25.8% | 0.061% | |
| 5/19/2026 | NewEdge Advisors LLC | 15,602 | $918K | 0.0% | -25.8% | 0.061% | |
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| 5/19/2026 | Bank of America Corp DE | 2,107,897 | $123.97M | 0.0% | +6.2% | 8.228% | |
| 5/18/2026 | Royal Bank of Canada | 56,768 | $3.34M | 0.0% | -77.9% | 0.222% | |
| 5/18/2026 | Empowered Funds LLC | 4,476 | $263K | 0.0% | N/A | 0.017% | |
| 5/16/2026 | Quantinno Capital Management LP | 18,553 | $1.09M | 0.0% | +1.3% | 0.072% | |
| 5/15/2026 | Waverly Advisors LLC | 225,706 | $13.27M | 0.1% | +1.6% | 0.881% | |
| 5/14/2026 | Renaissance Technologies LLC | 4,400 | $259K | 0.0% | -87.3% | 0.017% | |
| 5/14/2026 | Lido Advisors LLC | 293,507 | $17.26M | 0.1% | +156.4% | 1.146% | |
| 5/13/2026 | Cetera Investment Advisers | 13,719 | $807K | 0.0% | +1.7% | 0.054% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 18,156 | $1.07M | 0.0% | +6.4% | 0.071% | |
| 5/8/2026 | Rice Partnership LLC | 131,595 | $7.74M | 1.1% | +4.1% | 0.514% | |
| 5/7/2026 | Meeder Asset Management Inc. | 4,917 | $289K | 0.0% | N/A | 0.019% | |
| 5/7/2026 | Parallel Advisors LLC | 1,480 | $87K | 0.0% | +52.0% | 0.006% | |
| 5/6/2026 | Simon Quick Advisors LLC | 29,280 | $1.72M | 0.1% | -2.0% | 0.114% | |
| 5/6/2026 | Catalyst Capital Advisors LLC | 541,025 | $31.82M | 0.6% | +8.0% | 2.112% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 951,171 | $55.94M | 0.1% | -21.2% | 3.713% | |
| 5/5/2026 | Wealthfront Advisers LLC | 5,111 | $301K | 0.0% | N/A | 0.020% | |
| 5/5/2026 | LFA Lugano Financial Advisors SA | 31,461 | $1.85M | 0.9% | +8.1% | 0.123% | |
| 5/5/2026 | Sanctuary Advisors LLC | 46,340 | $2.73M | 0.0% | +3.0% | 0.181% | |
| 5/4/2026 | Retirement Planning Group LLC | 5,072 | $298K | 0.0% | -4.9% | 0.020% | |
| 5/4/2026 | J. Safra Sarasin Holding AG | 5,768 | $332K | 0.0% | +22.6% | 0.023% | |
| 5/2/2026 | International Assets Investment Management LLC | 1,126 | $67K | 0.0% | +793.7% | 0.004% | |
| 5/1/2026 | Fifth Third Bancorp | 3,434 | $202K | 0.0% | N/A | 0.013% | |
| 4/30/2026 | Hsbc Holdings PLC | 45,367 | $2.67M | 0.0% | +42.1% | 0.177% | |
| 4/30/2026 | Kestra Advisory Services LLC | 7,057 | $415K | 0.0% | +95.6% | 0.028% | |
| 4/29/2026 | Lmcg Investments LLC | 19,167 | $1.13M | 0.1% | -5.4% | 0.075% | |
| 4/29/2026 | United Asset Strategies Inc. | 3,864 | $227K | 0.0% | N/A | 0.015% | |
| 4/28/2026 | Howe & Rusling Inc. | 664 | $39K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | HB Wealth Management LLC | 3,966 | $233K | 0.0% | +8.7% | 0.015% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 25,642 | $1.51M | 0.0% | N/A | 0.100% | |
| 4/23/2026 | Ameliora Wealth Management Ltd. | 29,501 | $1.74M | 0.6% | +2.6% | 0.115% | |
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| 4/22/2026 | Millburn Ridgefield LLC DE | 541,025 | $31.82M | 0.7% | +8.0% | 2.112% | |
| 4/20/2026 | Banque Cantonale Vaudoise | 9,853 | $578K | 0.0% | -2.0% | 0.038% | |
| 4/16/2026 | Henrickson Nauta Wealth Advisors Inc. | 7,178 | $422K | 0.1% | -50.0% | 0.028% | |
| 4/16/2026 | Polianta Ltd | 258,700 | $15.21M | 2.0% | N/A | 1.000% | |
| 3/20/2026 | Hsbc Holdings PLC | 31,916 | $1.91M | 0.0% | +59.8% | 0.119% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 38,326 | $2.30M | 0.0% | +1.0% | 0.143% | |
| 3/6/2026 | Hsbc Holdings PLC | 31,916 | $1.91M | 0.0% | +59.8% | 0.119% | |
| 3/5/2026 | Bayban | 588 | $35K | 0.0% | N/A | 0.002% | |
| 2/20/2026 | Kovitz Investment Group Partners LLC | 10,621 | $637K | 0.0% | +6.0% | 0.040% | |
| 2/19/2026 | Invesco Ltd. | 8,818 | $529K | 0.0% | +54.2% | 0.033% | |
| 2/18/2026 | NewEdge Advisors LLC | 21,031 | $1.26M | 0.0% | -22.8% | 0.078% | |
| 2/18/2026 | Zacks Investment Management | 29,995 | $1.80M | 0.0% | +3.4% | 0.112% | |
| 2/18/2026 | Hyposwiss Advisors SA | 8,285 | $497K | 0.5% | N/A | 0.031% | |
| 2/18/2026 | First Manhattan CO. LLC. | 3,595 | $216K | 0.0% | -59.5% | 0.013% | |
| 2/18/2026 | 1607 Capital Partners LLC | 1,494,082 | $89.59M | 6.1% | +135.7% | 5.558% | |
| 2/17/2026 | EFG International AG | 11,280 | $676K | 0.0% | N/A | 0.042% | |
| 2/17/2026 | Cetera Investment Advisers | 13,491 | $809K | 0.0% | -7.8% | 0.050% | |
| 2/17/2026 | Equitable Holdings Inc. | 63,232 | $3.79M | 0.0% | -0.7% | 0.235% | |
| 2/17/2026 | BTG Pactual Asset Management US LLC | 18,176 | $996K | 0.1% | +10,227.3% | 0.068% | |
| 2/17/2026 | Osaic Holdings Inc. | 10,402 | $624K | 0.0% | -4.2% | 0.039% | |
| 2/17/2026 | &PARTNERS | 3,995 | $240K | 0.0% | +7.7% | 0.015% | |
| 2/17/2026 | Royal Bank of Canada | 256,369 | $15.37M | 0.0% | +121.5% | 0.954% | |
| 2/17/2026 | Bluedoor Private Wealth LLC | 10,349 | $621K | 0.3% | N/A | 0.039% | |
| 2/16/2026 | MML Investors Services LLC | 19,251 | $1.15M | 0.0% | -1.5% | 0.072% | |
| 2/16/2026 | Mariner LLC | 3,516 | $211K | 0.0% | N/A | 0.013% | |
| 2/16/2026 | Barclays PLC | 1,039 | $62K | 0.0% | +4,229.2% | 0.004% | |
| 2/13/2026 | Stifel Financial Corp | 4,847 | $291K | 0.0% | -39.0% | 0.018% | |
| 2/13/2026 | Morgan Stanley | 999,835 | $59.95M | 0.0% | +6.8% | 3.720% | |
| 2/13/2026 | Arkadios Wealth Advisors | 4,202 | $252K | 0.0% | -23.5% | 0.016% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 22,148 | $1.33M | 0.0% | N/A | 0.082% | |
| 2/13/2026 | Vontobel Holding Ltd. | 674,489 | $40.44M | 0.1% | +1.0% | 2.509% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 20,769 | $1.25M | 0.0% | N/A | 0.077% | |
| 2/13/2026 | Wells Fargo & Company MN | 102,282 | $6.13M | 0.0% | -33.9% | 0.381% | |
| 2/13/2026 | Banco Santander S.A. | 3,457 | $207K | 0.0% | -25.9% | 0.013% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 6,803 | $408K | 0.0% | +100.1% | 0.025% | |
| 2/12/2026 | Jane Street Group LLC | 28,946 | $1.74M | 0.0% | +456.7% | 0.108% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 13,901 | $833K | 0.0% | -2.4% | 0.052% | |
| 2/12/2026 | Renaissance Technologies LLC | 34,696 | $2.08M | 0.0% | N/A | 0.129% | |
| 2/12/2026 | AlphaCentric Advisors LLC | 2,262 | $136K | 0.1% | N/A | 0.008% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 20,674 | $1.24M | 0.0% | -4.1% | 0.077% | |
| 2/12/2026 | Bank of Montreal Can | 13,005 | $780K | 0.0% | +4.8% | 0.048% | |
| 2/11/2026 | Cerity Partners LLC | 5,758 | $345K | 0.0% | N/A | 0.021% | |
| 2/11/2026 | LPL Financial LLC | 189,500 | $11.36M | 0.0% | -3.4% | 0.705% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 2,737 | $164K | 0.0% | +6.5% | 0.010% | |
| 2/11/2026 | JPMorgan Chase & Co. | 671,350 | $40.25M | 0.0% | -7.5% | 2.498% | |
| 2/11/2026 | Cookson Peirce & Co. Inc. | 3,490 | $209K | 0.0% | N/A | 0.013% | |
| 2/10/2026 | Cibc World Market Inc. | 25,360 | $1.52M | 0.0% | +3.1% | 0.094% | |
| 2/10/2026 | Lido Advisors LLC | 114,484 | $6.36M | 0.0% | +2.1% | 0.426% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 87,068 | $5.22M | 0.0% | +479.4% | 0.324% | |
| 2/10/2026 | Rice Partnership LLC | 126,466 | $7.58M | 1.0% | +3.9% | 0.470% | |
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free |
| 2/10/2026 | MGO Private Wealth LLC | 13,785 | $827K | 0.5% | -5.2% | 0.051% | |
| 2/10/2026 | Catalyst Capital Advisors LLC | 500,955 | $30.04M | 0.6% | +6.3% | 1.864% | |
| 2/9/2026 | Harbour Investments Inc. | 822 | $49K | 0.0% | +359.2% | 0.003% | |
| 2/9/2026 | Fisher Asset Management LLC | 1,166,777 | $69.96M | 0.0% | -4.4% | 4.341% | |
| 2/6/2026 | Global Retirement Partners LLC | 3,387 | $203K | 0.0% | -7.3% | 0.013% | |
| 2/6/2026 | Trajan Wealth LLC | 315,881 | $18.94M | 0.8% | -0.8% | 1.175% | |
| 2/6/2026 | Banque Cantonale Vaudoise | 10,058 | $603K | 0.0% | +20.0% | 0.037% | |
| 2/6/2026 | HighTower Advisors LLC | 138,777 | $8.32M | 0.0% | +4.3% | 0.516% | |
| 2/5/2026 | Bank Julius Baer & Co. Ltd Zurich | 237,599 | $14.25M | 0.0% | +7.7% | 0.884% | |
| 2/5/2026 | Idaho Trust Co | 30,317 | $1.82M | 0.6% | +16.1% | 0.113% | |