| 8/23/2026 | Guardian Wealth Advisors LLC NC | 18,750 | $507K | 0.0% | N/A | 0.872% | |
| 8/23/2026 | Kraematon Investment Advisors Inc. | 37,922 | $761K | 0.6% | -49.4% | 1.764% | |
| 8/23/2026 | Kraematon Investment Advisors Inc. | 37,750 | $1.02M | 0.8% | N/A | 1.756% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 63,128 | $3.35M | 0.0% | +11.1% | 2.936% | |
| 8/21/2026 | KFG Wealth Management LLC | 3,795 | $201K | 0.0% | N/A | 0.177% | |
| 8/21/2026 | KFG Wealth Management LLC | 16,807 | $378K | 0.0% | -12.2% | 0.782% | |
| 8/21/2026 | WorthPointe LLC | 24,412 | $1.30M | 0.3% | +18.3% | 1.135% | |
| 8/14/2026 | Trail Ridge Investment Advisors LLC | 5,346 | $210K | 0.1% | N/A | 0.249% | |
| 6/3/2026 | NewEdge Advisors LLC | 2,229 | $74K | 0.0% | -42.6% | 0.097% | |
| 5/19/2026 | Bank of America Corp DE | 20,278 | $677K | 0.0% | -6.3% | 0.882% | |
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| 5/18/2026 | Royal Bank of Canada | 18,274 | $611K | 0.0% | +3,222.5% | 0.795% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 15,422 | $515K | 0.0% | -5.5% | 0.671% | |
| 5/4/2026 | Del Sette Capital Management LLC | 18,642 | $623K | 0.4% | -11.2% | 0.811% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 14,386 | $481K | 0.0% | -6.0% | 0.625% | |
| 2/18/2026 | NewEdge Advisors LLC | 3,883 | $135K | 0.0% | +48.4% | 0.162% | |
| 2/17/2026 | Osaic Holdings Inc. | 6,255 | $218K | 0.0% | -42.8% | 0.261% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,071 | $72K | 0.0% | N/A | 0.086% | |
| 2/12/2026 | Jane Street Group LLC | 8,093 | $282K | 0.0% | N/A | 0.337% | |
| 2/12/2026 | HRT Financial LP | 14,586 | $507K | 0.0% | N/A | 0.608% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 15,310 | $533K | 0.0% | +137.3% | 0.638% | |
| 2/11/2026 | Simplex Trading LLC | 1,184 | $41K | 0.0% | N/A | 0.049% | |
| 2/11/2026 | LPL Financial LLC | 52,786 | $1.84M | 0.0% | +13.1% | 2.199% | |
| 2/11/2026 | Comprehensive Financial Planning Inc. PA | 29,958 | $1.04M | 0.7% | -37.1% | 1.248% | |
| 2/5/2026 | AlphaCore Capital LLC | 900 | $32K | 0.0% | N/A | 0.038% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,000 | $35K | 0.0% | N/A | 0.042% | |
| 2/2/2026 | Del Sette Capital Management LLC | 21,003 | $731K | 0.5% | -2.2% | 0.875% | |
| 2/2/2026 | Composition Wealth LLC | 8,500 | $296K | 0.0% | +13.3% | 0.354% | |
| 1/28/2026 | Chicago Partners Investment Group LLC | 16,319 | $624K | 0.0% | -17.8% | 0.680% | |
| 1/1/2026 | JPMorgan Chase & Co. | 12,805 | $478K | 0.0% | N/A | 0.466% | |
| 11/18/2025 | Advisory Services Network LLC | 1,145 | $43K | 0.0% | N/A | 0.042% | |
| 11/18/2025 | Del Sette Capital Management LLC | 21,475 | $802K | 0.5% | +4.6% | 0.781% | |
| 11/17/2025 | NewEdge Advisors LLC | 2,617 | $98K | 0.0% | -79.4% | 0.095% | |
| 11/17/2025 | Prosperity Wealth Management Inc. | 17,049 | $637K | 0.2% | N/A | 0.620% | |
| 11/17/2025 | Bank of America Corp DE | 19,419 | $725K | 0.0% | +56.0% | 0.706% | |
| 11/13/2025 | BNP Paribas Financial Markets | 40,000 | $1.49M | 0.0% | N/A | 1.455% | |
| 11/12/2025 | Comprehensive Financial Planning Inc. PA | 47,662 | $1.78M | 1.2% | +55.4% | 1.733% | |
| 11/7/2025 | JPMorgan Chase & Co. | 12,805 | $478K | 0.0% | N/A | 0.466% | |
| 11/6/2025 | Roman Butler Fullerton & Co. | 7,100 | $292K | 0.1% | N/A | 0.258% | |
| 10/30/2025 | Chicago Partners Investment Group LLC | 19,841 | $801K | 0.0% | -48.0% | 0.721% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 25,073 | $973K | 0.0% | -11.7% | 0.912% | |
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| 10/21/2025 | Synergy Asset Management LLC | 208,627 | $7.21M | 0.3% | +246.6% | 7.451% | |
| 10/21/2025 | Brookwood Investment Group LLC | 6,148 | $230K | 0.0% | -33.4% | 0.220% | |
| 10/20/2025 | Miracle Mile Advisors LLC | 7,500 | $280K | 0.0% | N/A | 0.273% | |
| 10/15/2025 | Brookstone Capital Management | 25,967 | $970K | 0.0% | N/A | 0.944% | |
| 9/4/2025 | Osaic Holdings Inc. | 10,932 | $355K | 0.0% | -6.4% | 0.446% | |
| 8/15/2025 | IHT Wealth Management LLC | 47,988 | $1.56M | 0.0% | -12.7% | 1.959% | |
| 8/15/2025 | Bank of America Corp DE | 12,448 | $404K | 0.0% | +307.2% | 0.508% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,992 | $162K | 0.0% | -50.3% | 0.204% | |
| 8/14/2025 | NewEdge Advisors LLC | 12,694 | $412K | 0.0% | +11.8% | 0.518% | |
| 8/13/2025 | Quadrature Capital Ltd | 11,567 | $376K | 0.0% | -4.9% | 0.472% | |
| 8/12/2025 | Del Sette Capital Management LLC | 20,524 | $667K | 0.5% | +63.3% | 0.838% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 30,666 | $996K | 0.8% | N/A | 1.227% | |
| 8/1/2025 | Brookwood Investment Group LLC | 9,232 | $300K | 0.0% | N/A | 0.369% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 38,149 | $1.28M | 0.0% | -13.2% | 1.526% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 30,036 | $976K | 0.0% | N/A | 1.201% | |
| 7/21/2025 | Synergy Asset Management LLC | 60,195 | $1.96M | 0.2% | N/A | 2.408% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,747 | $57K | 0.0% | N/A | 0.070% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 28,399 | $927K | 0.0% | +4.6% | 1.136% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 14,249 | $384K | 0.0% | -69.4% | 0.570% | |
| 5/19/2025 | Jane Street Group LLC | 14,532 | $392K | 0.0% | -15.5% | 0.618% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 14,249 | $384K | 0.0% | -69.4% | 0.633% | |
| 5/16/2025 | NewEdge Advisors LLC | 11,356 | $306K | 0.0% | N/A | 0.505% | |
| 5/15/2025 | Royal Bank of Canada | 10,507 | $284K | 0.0% | -48.8% | 0.467% | |
| 5/13/2025 | Cowa LLC | 31,602 | $852K | 0.4% | +27.6% | 1.405% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 43,931 | $1.21M | 0.0% | -17.4% | 1.952% | |
| 5/5/2025 | Del Sette Capital Management LLC | 12,570 | $339K | 0.3% | +36.5% | 0.559% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,913 | $375K | 0.0% | -53.9% | 0.592% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 27,161 | $733K | 0.0% | N/A | 1.156% | |
| 2/17/2025 | Two Sigma Investments LP | 39,800 | $1.14M | 0.0% | N/A | 1.225% | |
| 2/17/2025 | Bank of America Corp DE | 1,965 | $56K | 0.0% | -87.4% | 0.060% | |
| 2/14/2025 | Jane Street Group LLC | 17,190 | $491K | 0.0% | -65.5% | 0.529% | |
| 2/14/2025 | IHT Wealth Management LLC | 44,204 | $1.26M | 0.0% | -33.7% | 1.360% | |
| 2/14/2025 | Tower Research Capital LLC TRC | 15,225 | $435K | 0.0% | +47.2% | 0.468% | |
| 2/14/2025 | IronBridge Private Wealth LLC | 288,049 | $8.24M | 3.0% | -2.5% | 8.863% | |
| 2/13/2025 | Raymond James Financial Inc. | 9,948 | $284K | 0.0% | N/A | 0.306% | |
| 2/13/2025 | Wells Fargo & Company MN | 5,181 | $148K | 0.0% | -34.4% | 0.159% | |
| 2/11/2025 | LPL Financial LLC | 21,318 | $609K | 0.0% | -14.8% | 0.656% | |
| 2/6/2025 | Raymond James Financial Inc. | 9,948 | $284K | 0.0% | N/A | 0.306% | |
| 1/29/2025 | Comprehensive Financial Planning Inc. PA | 15,273 | $437K | 0.4% | N/A | 0.470% | |
| 1/24/2025 | Chicago Partners Investment Group LLC | 53,154 | $1.57M | 0.1% | -24.6% | 1.636% | |
| 11/15/2024 | Jane Street Group LLC | 49,781 | $1.34M | 0.0% | +51.5% | 1.532% | |
| 11/15/2024 | IHT Wealth Management LLC | 66,688 | $1.78M | 0.1% | +70.8% | 2.052% | |
| 11/15/2024 | IronBridge Private Wealth LLC | 295,391 | $7.95M | 3.0% | -1.9% | 9.089% | |
| 11/4/2024 | Del Sette Capital Management LLC | 9,059 | $244K | 0.2% | -96.1% | 0.279% | |
| 11/1/2024 | Cowa LLC | 24,763 | $666K | 0.3% | +158.4% | 0.762% | |
| 11/1/2024 | Hollencrest Capital Management | 1,157 | $31K | 0.0% | -49.8% | 0.036% | |
| 10/29/2024 | Chicago Partners Investment Group LLC | 70,471 | $1.91M | 0.1% | -18.2% | 2.168% | |
| 10/22/2024 | International Assets Investment Management LLC | 26,900 | $724K | 0.0% | +2,590.0% | 0.828% | |
| 8/14/2024 | Marshall Wace LLP | 11,807 | $328K | 0.0% | -44.9% | 0.363% | |
| 8/12/2024 | Cowa LLC | 9,583 | $266K | 0.1% | N/A | 0.295% | |
Why Some AI Stocks Already Surged Over 300 Percent (Ad) Jason Bodner's system flagged Nvidia before a 7000 percent run, Super Micro Computer before a 2600 percent run, and Vertiv before a 1900 percent run.
Now he's tracking a radical light-speed technology that could make AI 100 times faster and 100 times more energy efficient. Stocks tied to it have already climbed 133 percent, 217 percent, and 320 percent. See the light-speed AI technology and get Jason's number one pick free |
| 8/2/2024 | Del Sette Capital Management LLC | 233,088 | $6.47M | 5.3% | +114.8% | 7.172% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,000 | $28K | 0.0% | N/A | 0.031% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 51,222 | $1.42M | 0.0% | N/A | 1.576% | |
| 5/16/2024 | IronBridge Private Wealth LLC | 287,554 | $7.95M | 3.3% | +2.5% | 8.848% | |
| 5/2/2024 | Hollencrest Capital Management | 2,307 | $64K | 0.0% | +139.1% | 0.069% | |
| 2/23/2024 | Chicago Partners Investment Group LLC | 123,656 | $3.07M | 0.1% | -15.3% | 2.810% | |
| 2/12/2024 | IronBridge Private Wealth LLC | 280,555 | $6.84M | 3.3% | +3.2% | 6.376% | |
| 2/5/2024 | Del Sette Capital Management LLC | 97,734 | $2.38M | 2.1% | +4.3% | 2.221% | |
| 1/25/2024 | International Assets Investment Management LLC | 24,370 | $594K | 0.0% | N/A | 0.554% | |
| 1/24/2024 | Sowell Financial Services LLC | 72,696 | $1.78M | 0.1% | N/A | 1.652% | |