| 6/3/2026 | Parallel Advisors LLC | 5,245 | $302K | 0.0% | +15.0% | 0.070% | |
| 5/19/2026 | Bank of America Corp DE | 27,194 | $1.56M | 0.0% | -62.3% | 0.363% | |
| 5/18/2026 | Royal Bank of Canada | 55,971 | $3.22M | 0.0% | +74.1% | 0.746% | |
| 5/14/2026 | Lido Advisors LLC | 163,571 | $9.41M | 0.0% | +157.0% | 2.181% | |
| 5/7/2026 | Meeder Asset Management Inc. | 8,358 | $481K | 0.0% | N/A | 0.111% | |
| 5/7/2026 | Parallel Advisors LLC | 5,245 | $302K | 0.0% | +15.0% | 0.070% | |
| 5/4/2026 | Innealta Capital LLC | 18,392 | $1.06M | 0.7% | -1.6% | 0.245% | |
| 4/30/2026 | Hsbc Holdings PLC | 10,588 | $609K | 0.0% | -8.6% | 0.141% | |
| 4/30/2026 | Vertex Investment Solutions Co. Ltd. | 7,300 | $404K | 0.5% | -60.3% | 0.097% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 393,525 | $22.63M | 1.2% | +0.1% | 5.247% | |
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| 4/27/2026 | Marotta Asset Management | 167,491 | $9.81M | 1.8% | -4.0% | 2.233% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 5,306 | $305K | 0.1% | N/A | 0.074% | |
| 3/20/2026 | Hsbc Holdings PLC | 11,578 | $660K | 0.0% | +30.6% | 0.201% | |
| 2/17/2026 | Royal Bank of Canada | 32,143 | $1.83M | 0.0% | +2,545.5% | 0.559% | |
| 2/16/2026 | Arax Advisory Partners | 3,901 | $222K | 0.0% | N/A | 0.068% | |
| 2/13/2026 | The Manufacturers Life Insurance Company | 931,889 | $53.15M | 0.0% | +22.7% | 16.207% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 24,777 | $1.41M | 0.0% | +461.3% | 0.431% | |
| 2/13/2026 | Vontobel Holding Ltd. | 6,736 | $384K | 0.0% | -21.9% | 0.117% | |
| 2/12/2026 | AlphaCentric Advisors LLC | 2,248 | $128K | 0.1% | N/A | 0.039% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 580 | $33K | 0.0% | N/A | 0.010% | |
| 2/11/2026 | LPL Financial LLC | 75,154 | $4.29M | 0.0% | -4.4% | 1.307% | |
| 2/11/2026 | Parallel Advisors LLC | 4,560 | $260K | 0.0% | N/A | 0.079% | |
| 2/10/2026 | Lido Advisors LLC | 63,646 | $3.69M | 0.0% | +2.2% | 1.107% | |
| 2/6/2026 | HighTower Advisors LLC | 67,806 | $3.87M | 0.0% | +3.0% | 1.179% | |
| 2/5/2026 | Vertex Investment Solutions Co. Ltd. | 18,400 | $1.05M | 1.0% | N/A | 0.320% | |
| 2/5/2026 | Idaho Trust Co | 23,731 | $1.35M | 0.4% | +90.2% | 0.413% | |
| 2/4/2026 | Trek Financial LLC | 12,359 | $705K | 0.0% | N/A | 0.217% | |
| 1/30/2026 | Innealta Capital LLC | 18,700 | $1.07M | 0.6% | -12.2% | 0.370% | |
| 1/27/2026 | Osborne Partners Capital Management LLC | 393,201 | $22.42M | 1.2% | -2.7% | 7.864% | |
| 1/23/2026 | Lunt Capital Management Inc. | 3,834 | $219K | 0.1% | +4.5% | 0.077% | |
| 1/7/2026 | Marotta Asset Management | 174,466 | $9.95M | 1.8% | -5.2% | 2.957% | |
| 11/17/2025 | Lido Advisors LLC | 62,249 | $3.61M | 0.0% | +219.4% | 1.073% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 4,414 | $256K | 0.0% | +19.2% | 0.076% | |
| 11/17/2025 | Bank of America Corp DE | 76,388 | $4.43M | 0.0% | +864.0% | 1.317% | |
| 11/17/2025 | Ameriprise Financial Inc. | 113,142 | $6.56M | 0.0% | -1.5% | 1.951% | |
| 11/14/2025 | Dai ichi Life Holdings Inc. | 19,500 | $1.13M | 1.1% | -3.5% | 0.336% | |
| 11/13/2025 | UBS Group AG | 35,201 | $2.04M | 0.0% | +14.1% | 0.607% | |
| 11/12/2025 | Lunt Capital Management Inc. | 3,669 | $213K | 0.1% | N/A | 0.063% | |
| 11/12/2025 | Cresset Asset Management LLC | 4,644 | $269K | 0.0% | -39.2% | 0.080% | |
| 11/10/2025 | Mount Lucas Management LP | 15,426 | $895K | 0.4% | +4.5% | 0.266% | |
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| 11/7/2025 | Avestar Capital LLC | 4,408 | $256K | 0.0% | N/A | 0.076% | |
| 11/7/2025 | HighTower Advisors LLC | 65,817 | $3.82M | 0.0% | +7.2% | 1.135% | |
| 11/6/2025 | Lyell Wealth Management LP | 3,990 | $231K | 0.0% | -5.9% | 0.069% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 17,991 | $1.04M | 0.0% | -23.9% | 0.310% | |
| 11/3/2025 | Mirae Asset Global Investments Co. Ltd. | 5,700 | $331K | 0.0% | +67.6% | 0.098% | |
| 11/3/2025 | Innealta Capital LLC | 21,287 | $1.24M | 0.6% | -9.9% | 0.367% | |
| 10/30/2025 | Osborne Partners Capital Management LLC | 404,093 | $23.44M | 1.2% | +0.8% | 6.967% | |
| 10/23/2025 | CX Institutional | 855 | $50K | 0.0% | -62.7% | 0.015% | |
| 10/21/2025 | Global Retirement Partners LLC | 1,205 | $70K | 0.0% | +54.7% | 0.022% | |
| 10/20/2025 | Cobblestone Asset Management LLC | 11,568 | $671K | 0.3% | +4.3% | 0.207% | |
| 10/16/2025 | Marotta Asset Management | 184,002 | $10.83M | 2.0% | +3.1% | 3.286% | |
| 8/15/2025 | MML Investors Services LLC | 21,218 | $1.16M | 0.0% | -3.3% | 0.437% | |
| 8/15/2025 | Bank of America Corp DE | 7,924 | $432K | 0.0% | -80.7% | 0.163% | |
| 8/14/2025 | Jane Street Group LLC | 28,104 | $1.53M | 0.0% | -67.9% | 0.579% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,616 | $143K | 0.0% | N/A | 0.054% | |
| 8/14/2025 | The Manufacturers Life Insurance Company | 10,554 | $575K | 0.0% | N/A | 0.218% | |
| 8/13/2025 | Idaho Trust Co | 12,610 | $687K | 0.2% | +48.3% | 0.260% | |
| 8/13/2025 | Flow Traders U.S. LLC | 83,311 | $4.54M | 0.2% | N/A | 1.718% | |
| 8/13/2025 | Cresset Asset Management LLC | 7,644 | $417K | 0.0% | +20.9% | 0.158% | |
| 8/13/2025 | Lido Advisors LLC | 19,488 | $1.06M | 0.0% | N/A | 0.402% | |
| 8/13/2025 | Hsbc Holdings PLC | 6,675 | $364K | 0.0% | -7.7% | 0.138% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 2,740 | $149K | 0.0% | N/A | 0.056% | |
| 8/11/2025 | Mount Lucas Management LP | 14,756 | $804K | 0.3% | +522.6% | 0.304% | |
| 8/8/2025 | Cetera Investment Advisers | 14,245 | $776K | 0.0% | -9.5% | 0.294% | |
| 8/6/2025 | Innealta Capital LLC | 23,620 | $1.29M | 0.7% | -11.4% | 0.487% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 6,600 | $360K | 0.0% | -44.5% | 0.136% | |
| 7/29/2025 | Lyell Wealth Management LP | 4,240 | $231K | 0.0% | N/A | 0.087% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 3,400 | $185K | 0.0% | N/A | 0.070% | |
| 7/16/2025 | Signaturefd LLC | 3,215 | $175K | 0.0% | N/A | 0.066% | |
| 7/16/2025 | CX Institutional | 2,292 | $125K | 0.0% | -13.5% | 0.047% | |
| 7/14/2025 | Cobblestone Asset Management LLC | 11,087 | $604K | 0.3% | N/A | 0.229% | |
| 7/11/2025 | CX Institutional | 2,292 | $125K | 0.0% | -13.5% | 0.047% | |
| 7/2/2025 | Marotta Asset Management | 178,406 | $9.72M | 1.9% | +7.7% | 3.604% | |
| 5/29/2025 | Rhumbline Advisers | 4,478 | $209K | 0.0% | +139.7% | 0.089% | |
| 5/19/2025 | Jane Street Group LLC | 87,538 | $4.09M | 0.0% | -66.6% | 1.733% | |
| 5/15/2025 | Royal Bank of Canada | 15,933 | $746K | 0.0% | +47.2% | 0.316% | |
| 5/13/2025 | Cresset Asset Management LLC | 6,322 | $295K | 0.0% | N/A | 0.125% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 23,517 | $1.10M | 0.0% | N/A | 0.466% | |
| 5/13/2025 | HighTower Advisors LLC | 57,555 | $2.69M | 0.0% | -26.2% | 1.140% | |
| 5/8/2025 | Ackerman Asset Management LLC | 4,470 | $209K | 0.2% | N/A | 0.089% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 10,484 | $490K | 0.0% | N/A | 0.208% | |
| 5/6/2025 | Cetera Investment Advisers | 15,735 | $735K | 0.0% | N/A | 0.312% | |
| 5/6/2025 | Mount Lucas Management LP | 2,370 | $111K | 0.0% | N/A | 0.047% | |
| 5/1/2025 | CWM LLC | 1,064 | $50K | 0.0% | +1,734.5% | 0.021% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 23,638 | $1.11M | 0.0% | +25.5% | 0.468% | |
| 4/29/2025 | Bank of New York Mellon Corp | 4,567 | $213K | 0.0% | -25.1% | 0.090% | |
| 4/25/2025 | WestEnd Advisors LLC | 2,068 | $97K | 0.0% | +158.5% | 0.040% | |
| 4/24/2025 | Sunbelt Securities Inc. | 5,386 | $252K | 0.0% | N/A | 0.105% | |
| 4/22/2025 | Innealta Capital LLC | 26,661 | $1.25M | 0.7% | +36.6% | 0.518% | |
| 4/21/2025 | Osborne Partners Capital Management LLC | 525,522 | $24.56M | 1.4% | +0.3% | 10.204% | |
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 |
| 4/15/2025 | CX Institutional | 2,651 | $124K | 0.0% | N/A | 0.051% | |
| 4/8/2025 | Rhumbline Advisers | 4,478 | $209K | 0.0% | +139.7% | 0.087% | |
| 4/2/2025 | Marotta Asset Management | 165,726 | $8.43M | 1.7% | -8.1% | 3.218% | |
| 2/17/2025 | Main Management ETF Advisors LLC | 230,640 | $10.26M | 0.5% | +0.6% | 4.046% | |
| 2/17/2025 | Centiva Capital LP | 11,200 | $498K | 0.0% | +6.7% | 0.196% | |
| 2/17/2025 | Citadel Advisors LLC | 41,339 | $1.84M | 0.0% | +22.6% | 0.725% | |
| 2/17/2025 | Bank of America Corp DE | 22,768 | $1.01M | 0.0% | +183.4% | 0.399% | |
| 2/14/2025 | Jane Street Group LLC | 262,051 | $11.66M | 0.0% | +30.1% | 4.597% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,555 | $203K | 0.0% | -8.4% | 0.080% | |
| 2/14/2025 | Hsbc Holdings PLC | 7,322 | $326K | 0.0% | -6.7% | 0.128% | |