| 7/23/2025 | InTrack Investment Management Inc | 160,904 | $5.35M | 3.6% | +366.9% | 0.159% | |
| 7/23/2025 | WESPAC Advisors LLC | 19,321 | $643K | 0.4% | +26.8% | 0.019% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 106,498 | $3.54M | 0.2% | +4.7% | 0.105% | |
| 7/22/2025 | DAVENPORT & Co LLC | 15,500 | $516K | 0.0% | N/A | 0.015% | |
| 7/22/2025 | Beacon Financial Advisory LLC | 27,266 | $907K | 0.2% | +192.1% | 0.027% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 66,610 | $2.22M | 0.1% | +39.1% | 0.066% | |
| 7/21/2025 | Ameriflex Group Inc. | 2,193 | $72K | 0.0% | -38.2% | 0.002% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 11,234 | $374K | 0.0% | N/A | 0.011% | |
| 7/21/2025 | Warner Financial Inc. | 9,092 | $302K | 0.1% | N/A | 0.009% | |
| 7/18/2025 | Vicus Capital | 97,483 | $3.24M | 0.3% | +2.0% | 0.096% | |
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| 7/18/2025 | PFG Investments LLC | 10,433 | $347K | 0.0% | +16.3% | 0.010% | |
| 7/17/2025 | Emerald Advisors LLC | 18,142 | $603K | 0.1% | N/A | 0.018% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 221,896 | $7.38M | 0.0% | +6.1% | 0.224% | |
| 7/17/2025 | Fifth Third Securities Inc. | 120,935 | $4.02M | 0.3% | +21.4% | 0.122% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 17,104 | $569K | 0.2% | -5.9% | 0.017% | |
| 7/15/2025 | FMA Wealth Management LLC | 112,170 | $3.73M | 2.8% | +45.4% | 0.113% | |
| 7/15/2025 | Lynch & Associates IN | 31,133 | $1.04M | 0.2% | +26.9% | 0.031% | |
| 7/15/2025 | Axis Wealth Partners LLC | 13,061 | $434K | 0.3% | +28.6% | 0.013% | |
| 7/14/2025 | MFA Wealth Advisors LLC | 331,662 | $11.03M | 2.6% | +361.4% | 0.324% | |
| 7/14/2025 | KFG Wealth Management LLC | 1,048,503 | $34.87M | 5.6% | +7.6% | 1.024% | |
| 7/11/2025 | Orrstown Financial Services Inc. | 1,286,213 | $42.78M | 9.0% | +3.7% | 1.310% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,997 | $66K | 0.0% | +52.0% | 0.002% | |
| 7/11/2025 | LongView Wealth Management | 75,845 | $2.52M | 0.8% | +30.7% | 0.077% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 48,152 | $1.60M | 0.0% | +205.9% | 0.049% | |
| 7/10/2025 | Sharkey Howes & Javer | 33,196 | $1.10M | 0.1% | +85.6% | 0.034% | |
| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 259,172 | $8.62M | 2.7% | +0.5% | 0.264% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 184,806 | $6.15M | 0.5% | +7.2% | 0.188% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 49,852 | $1.66M | 0.1% | N/A | 0.051% | |
| 7/10/2025 | Sovran Advisors LLC | 6,273 | $208K | 0.0% | N/A | 0.006% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 859,169 | $28.58M | 1.1% | +60.6% | 0.875% | |
| 7/9/2025 | Breakwater Capital Group | 39,677 | $1.32M | 0.2% | +10.6% | 0.040% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 2,390,713 | $79.52M | 5.4% | +12.6% | 2.435% | |
| 7/7/2025 | Wealth Alliance Advisory Group LLC | 817,928 | $27.20M | 5.2% | +2.5% | 0.850% | |
| 7/7/2025 | TruWealth Advisors LLC | 290,469 | $9.66M | 0.5% | +1,360.2% | 0.302% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 1,212 | $40K | 0.0% | -48.1% | 0.001% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 420,490 | $12.51M | 7.7% | N/A | 0.502% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 8,248 | $245K | 0.0% | N/A | 0.010% | |
| 5/19/2025 | Jane Street Group LLC | 348,369 | $10.37M | 0.0% | +149.8% | 0.442% | |
| 5/16/2025 | NewEdge Advisors LLC | 1,990 | $59K | 0.0% | -32.0% | 0.003% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 92,760 | $2.76M | 0.0% | N/A | 0.118% | |
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| 5/15/2025 | Core Wealth Advisors Inc. | 514,642 | $15.32M | 4.9% | N/A | 0.653% | |
| 5/15/2025 | Royal Bank of Canada | 16,340 | $486K | 0.0% | +353.0% | 0.021% | |
| 5/15/2025 | Clarity Asset Management Inc. | 19,854 | $591K | 0.4% | N/A | 0.025% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 21,056 | $627K | 0.0% | N/A | 0.027% | |
| 5/14/2025 | Jane Street Group LLC | 348,369 | $10.37M | 0.0% | +149.8% | 0.442% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 975,347 | $29.03M | 0.0% | +74.1% | 1.238% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 101,720 | $3.03M | 0.2% | +49.6% | 0.129% | |
| 5/14/2025 | Kestra Advisory Services LLC | 1,097,753 | $32.67M | 0.2% | +134.4% | 1.393% | |
| 5/14/2025 | CW Advisors LLC | 111,290 | $3.31M | 0.0% | +767.0% | 0.141% | |
| 5/13/2025 | Raymond James Financial Inc. | 673,024 | $20.03M | 0.0% | +30.7% | 0.854% | |
| 5/13/2025 | HighTower Advisors LLC | 28,123 | $837K | 0.0% | +28.4% | 0.036% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 11,767 | $350K | 0.1% | N/A | 0.015% | |
| 5/12/2025 | Evernest Financial Advisors LLC | 198,100 | $5.90M | 2.1% | +39.1% | 0.251% | |
| 5/9/2025 | Ball & Co Wealth Management Inc. | 18,111 | $538K | 0.6% | +3.9% | 0.023% | |
| 5/9/2025 | Syntegra Private Wealth Group LLC | 53,879 | $1.60M | 0.2% | N/A | 0.068% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,308,390 | $38.94M | 0.1% | +56.6% | 1.661% | |
| 5/8/2025 | US Bancorp DE | 1,756 | $52K | 0.0% | +1,895.5% | 0.002% | |
| 5/8/2025 | Harbour Investments Inc. | 25,260 | $752K | 0.0% | +946.4% | 0.032% | |
| 5/7/2025 | LPL Financial LLC | 588,730 | $17.52M | 0.0% | +176.0% | 0.747% | |
| 5/7/2025 | Advantage Trust Co | 333,999 | $9.94M | 6.0% | +1.6% | 0.424% | |
| 5/6/2025 | Cetera Investment Advisers | 19,379 | $577K | 0.0% | -85.9% | 0.025% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 59,001 | $1.76M | 0.0% | +233.5% | 0.075% | |
| 5/6/2025 | Kovack Advisors Inc. | 33,246 | $989K | 0.1% | +37.3% | 0.042% | |
| 5/6/2025 | BG Investment Services Inc. | 41,310 | $1.23M | 1.3% | +10.3% | 0.052% | |
| 5/6/2025 | AE Wealth Management LLC | 2,436 | $72K | 0.0% | +127.7% | 0.003% | |
| 5/6/2025 | Choreo LLC | 69,864 | $2.08M | 0.0% | -81.8% | 0.089% | |
| 5/6/2025 | PFG Advisors | 38,926 | $1.16M | 0.1% | N/A | 0.049% | |
| 5/5/2025 | Wealth Quarterback LLC | 90,464 | $2.69M | 1.5% | N/A | 0.115% | |
| 5/5/2025 | IFP Advisors Inc | 17,915 | $533K | 0.0% | +13.0% | 0.023% | |
| 5/5/2025 | Dahring Cusmano LLC | 172,320 | $5.13M | 4.4% | +7.2% | 0.219% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 8,536 | $254K | 0.0% | N/A | 0.011% | |
| 5/2/2025 | Evergreen Private Wealth LLC | 18,182 | $541K | 0.3% | +3.6% | 0.023% | |
| 5/1/2025 | Asset Dedication LLC | 1,936 | $58K | 0.0% | N/A | 0.003% | |
| 5/1/2025 | CWM LLC | 14,400 | $429K | 0.0% | +122.1% | 0.020% | |
| 5/1/2025 | Fifth Third Securities Inc. | 99,598 | $2.96M | 0.3% | N/A | 0.137% | |
| 5/1/2025 | WESPAC Advisors LLC | 15,240 | $454K | 0.4% | N/A | 0.021% | |
| 4/30/2025 | Sharkey Howes & Javer | 17,883 | $532K | 0.1% | N/A | 0.025% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 302,918 | $9.02M | 1.1% | +13.8% | 0.416% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 65,882 | $1.96M | 0.0% | +322.9% | 0.090% | |
| 4/30/2025 | Bryant Woods Investment Advisors LLC | 129,643 | $3.86M | 1.9% | N/A | 0.178% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 37,625 | $1.12M | 0.0% | -1.3% | 0.052% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 49,333 | $1.47M | 0.0% | -2.1% | 0.068% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 40,860 | $1.22M | 0.3% | N/A | 0.056% | |
| 4/28/2025 | Mutual Advisors LLC | 21,342 | $653K | 0.0% | +8.2% | 0.029% | |
| 4/28/2025 | Axis Wealth Partners LLC | 10,158 | $302K | 0.2% | N/A | 0.014% | |
| 4/25/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 257,916 | $7.68M | 2.7% | +5.4% | 0.354% | |
| 4/25/2025 | MidAtlantic Capital Management Inc. | 8,209 | $244K | 0.2% | +98.6% | 0.011% | |
| 4/25/2025 | Salus Financial Advisors LLC | 541,172 | $16.11M | 12.2% | +5.6% | 0.743% | |
| 4/24/2025 | Canvas Wealth Advisors LLC | 51,775 | $1.55M | 0.4% | +37.9% | 0.071% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 9,336 | $278K | 0.1% | N/A | 0.013% | |
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After years working at the biggest accounting firms like Deloitte and KPMG, Joel Litman (who’s also a member of the Global CFA Institute) figured out a unique, less-risky way to grow rich in the stock market. Litman says you don’t need dozens of investments, overpriced advisers, or hedge funds. You just need these 3 stocks, which have helped Litman’s own mom earn 3,400%. Click here to view… |
| 4/23/2025 | SFG Wealth Management LLC. | 51,034 | $1.52M | 0.7% | N/A | 0.070% | |
| 4/23/2025 | Aurora Private Wealth Inc. | 40,860 | $1.22M | 0.0% | N/A | 0.056% | |
| 4/23/2025 | Gerber LLC | 431,823 | $12.85M | 10.7% | +0.8% | 0.593% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 25,805 | $768K | 0.0% | N/A | 0.035% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 413,623 | $12.31M | 0.0% | +1,039.5% | 0.568% | |
| 4/22/2025 | Madison Wealth Partners Inc | 25,672 | $764K | 0.2% | +33.6% | 0.035% | |
| 4/22/2025 | Childress Capital Advisors LLC | 6,796 | $202K | 0.1% | N/A | 0.009% | |
| 4/22/2025 | Advisor Resource Council | 67,441 | $2.01M | 0.2% | N/A | 0.093% | |
| 4/21/2025 | LongView Wealth Management | 58,050 | $1.73M | 0.5% | +11.1% | 0.080% | |
| 4/21/2025 | CLG LLC | 78,637 | $2.34M | 0.8% | N/A | 0.108% | |
