| 7/9/2026 | Focus Financial Network Inc. | 98,781 | $3.51M | 0.1% | +53.8% | 0.128% | |
| 7/8/2026 | LifeGoal Investments LLC | 57,360 | $2.04M | 0.9% | +21.8% | 0.074% | |
| 7/6/2026 | Boltwood Capital Management | 7,300 | $260K | 0.1% | N/A | 0.009% | |
| 5/19/2026 | Bank of America Corp DE | 430,376 | $14.30M | 0.0% | +121.4% | 0.594% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 8,039 | $267K | 0.0% | +8.5% | 0.011% | |
| 5/18/2026 | Royal Bank of Canada | 136,116 | $4.52M | 0.0% | +19.4% | 0.188% | |
| 5/16/2026 | Mittelman Wealth Management | 47,360 | $1.57M | 1.0% | +19.6% | 0.065% | |
| 5/14/2026 | Keebeck Wealth Management | 13,600 | $452K | 0.1% | N/A | 0.019% | |
| 5/13/2026 | Cetera Investment Advisers | 33,283 | $1.11M | 0.0% | +3.4% | 0.046% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 7,028 | $233K | 0.0% | -62.6% | 0.010% | |
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| 5/7/2026 | Sentinel Trust Co. LBA | 60,000 | $1.99M | 0.2% | N/A | 0.083% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 8,700 | $289K | 0.0% | +67.3% | 0.012% | |
| 5/4/2026 | Principal Financial Group Inc. | 364,011 | $12.09M | 0.0% | -61.4% | 0.502% | |
| 5/4/2026 | Innealta Capital LLC | 50,486 | $1.68M | 1.0% | -14.1% | 0.070% | |
| 5/1/2026 | Avid Wealth Partners LLC | 31,909 | $1.06M | 0.5% | N/A | 0.044% | |
| 4/30/2026 | Hsbc Holdings PLC | 63,571 | $2.11M | 0.0% | N/A | 0.088% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 62,275 | $2.10M | 0.0% | +30.3% | 0.086% | |
| 4/28/2026 | Whittier Trust Co. | 81,919 | $2.76M | 0.0% | +3.6% | 0.113% | |
| 4/27/2026 | Private Advisor Group LLC | 69,662 | $2.31M | 0.0% | +2.5% | 0.096% | |
| 4/24/2026 | Family Investment Center Inc. | 13,773 | $458K | 0.1% | -95.3% | 0.019% | |
| 4/22/2026 | River Street Advisors LLC | 182,913 | $6.08M | 2.1% | +9.6% | 0.252% | |
| 4/21/2026 | OLD Second National Bank of Aurora | 323,982 | $10.76M | 2.2% | +0.3% | 0.447% | |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 13,200 | $439K | 0.0% | N/A | 0.018% | |
| 4/21/2026 | OLD National Bancorp IN | 847,863 | $28.17M | 0.5% | +13.4% | 1.170% | |
| 4/16/2026 | RFG Holdings Inc. | 21,123 | $702K | 0.2% | -81.0% | 0.029% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 9,597 | $370K | 0.0% | +23.2% | 0.013% | |
| 2/18/2026 | Vident Advisory LLC | 115,799 | $4.47M | 0.0% | +14.6% | 0.151% | |
| 2/18/2026 | NewEdge Advisors LLC | 9,144 | $353K | 0.0% | N/A | 0.012% | |
| 2/18/2026 | Quadrature Capital Ltd | 21,182 | $817K | 0.0% | N/A | 0.028% | |
| 2/18/2026 | OLD Mission Capital LLC | 68,795 | $2.66M | 0.1% | -62.5% | 0.090% | |
| 2/18/2026 | IHT Wealth Management LLC | 89,000 | $3.44M | 0.1% | +2.2% | 0.116% | |
| 2/18/2026 | Investment Management Corp of Ontario | 569,954 | $22.00M | 0.3% | -38.1% | 0.744% | |
| 2/17/2026 | AQR Capital Management LLC | 5,200 | $201K | 0.0% | N/A | 0.007% | |
| 2/17/2026 | Cetera Investment Advisers | 32,191 | $1.24M | 0.0% | -14.7% | 0.042% | |
| 2/17/2026 | Kovack Advisors Inc. | 15,407 | $595K | 0.0% | -2.9% | 0.020% | |
| 2/17/2026 | Osaic Holdings Inc. | 38,696 | $1.49M | 0.0% | -24.5% | 0.050% | |
| 2/17/2026 | Private Advisor Group LLC | 67,961 | $2.62M | 0.0% | -4.7% | 0.089% | |
| 2/17/2026 | Royal Bank of Canada | 113,970 | $4.40M | 0.0% | +16.6% | 0.149% | |
| 2/16/2026 | MML Investors Services LLC | 38,850 | $1.50M | 0.0% | +15.1% | 0.051% | |
| 2/16/2026 | Mariner LLC | 6,263 | $242K | 0.0% | -20.9% | 0.008% | |
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| 2/16/2026 | Focus Partners Wealth | 123,339 | $4.76M | 0.0% | N/A | 0.161% | |
| 2/16/2026 | ES4 LLC | 9,463 | $365K | 0.3% | N/A | 0.012% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 5,974 | $231K | 0.0% | N/A | 0.008% | |
| 2/13/2026 | Kestra Advisory Services LLC | 7,340 | $283K | 0.0% | -8.1% | 0.010% | |
| 2/13/2026 | Stifel Financial Corp | 16,380 | $632K | 0.0% | +2.4% | 0.021% | |
| 2/13/2026 | Morgan Stanley | 1,491,503 | $57.56M | 0.0% | +2.4% | 1.946% | |
| 2/13/2026 | Ieq Capital LLC | 36,046 | $1.39M | 0.0% | +16.7% | 0.047% | |
| 2/12/2026 | Advocate Investing Services LLC | 635 | $25K | 0.0% | N/A | 0.001% | |
| 2/12/2026 | Jane Street Group LLC | 795,650 | $30.70M | 0.0% | -16.1% | 1.038% | |
| 2/12/2026 | HRT Financial LP | 14,675 | $566K | 0.0% | +129.8% | 0.019% | |
| 2/12/2026 | Retirement Management Systems Inc. | 8,216 | $317K | 0.1% | N/A | 0.011% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 25,694 | $992K | 0.0% | -15.6% | 0.034% | |
| 2/12/2026 | Ankerstar Wealth LLC | 801 | $31K | 0.0% | N/A | 0.001% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,100 | $42K | 0.0% | N/A | 0.001% | |
| 2/12/2026 | Bank of Montreal Can | 101,664 | $3.92M | 0.0% | -6.5% | 0.133% | |
| 2/12/2026 | Kovack Advisors Inc. | 15,407 | $590K | 0.0% | -2.9% | 0.020% | |
| 2/12/2026 | Advisory Resource Group | 43,768 | $1.69M | 0.3% | +5.8% | 0.057% | |
| 2/11/2026 | Letko Brosseau & Associates Inc. | 22,950 | $886K | 0.0% | +3.5% | 0.030% | |
| 2/11/2026 | Advocacy Wealth Management LLC | 82,558 | $3.19M | 0.1% | -3.4% | 0.108% | |
| 2/11/2026 | Cerity Partners LLC | 46,123 | $1.78M | 0.0% | N/A | 0.060% | |
| 2/11/2026 | LPL Financial LLC | 151,164 | $5.83M | 0.0% | -4.9% | 0.197% | |
| 2/11/2026 | Franklin Resources Inc. | 218,255 | $8.42M | 0.0% | -11.8% | 0.285% | |
| 2/11/2026 | Greykasell Wealth Strategies Inc. | 27,106 | $1.05M | 0.4% | -3.3% | 0.035% | |
| 2/10/2026 | Avestar Capital LLC | 17,410 | $672K | 0.0% | -13.4% | 0.023% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 255,498 | $9.86M | 0.0% | +3,168.1% | 0.333% | |
| 2/10/2026 | IAG Wealth Partners LLC | 1,700 | $66K | 0.0% | +51.1% | 0.002% | |
| 2/10/2026 | SCS Capital Management LLC | 77,560 | $2.99M | 0.0% | +0.4% | 0.101% | |
| 2/10/2026 | Texas Yale Capital Corp. | 27,076 | $1.05M | 0.0% | +3.2% | 0.035% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 204,264 | $7.88M | 0.0% | +2.9% | 0.266% | |
| 2/9/2026 | Knights of Columbus Asset Advisors LLC | 34,666 | $1.34M | 0.1% | +82.8% | 0.045% | |
| 2/9/2026 | MSH Capital Advisors LLC | 20,255 | $782K | 0.2% | N/A | 0.026% | |
| 2/9/2026 | Churchill Financial Advisors LLC | 50,402 | $1.95M | 0.6% | N/A | 0.066% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 7,408 | $286K | 0.0% | +11.7% | 0.010% | |
| 2/6/2026 | IFP Advisors Inc | 20,418 | $788K | 0.0% | -6.7% | 0.027% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 73,037 | $2.82M | 0.2% | +0.5% | 0.095% | |
| 2/6/2026 | 3EDGE Asset Management LP | 768,126 | $29.64M | 1.5% | N/A | 1.002% | |
| 2/6/2026 | HighTower Advisors LLC | 8,824 | $341K | 0.0% | +5.3% | 0.012% | |
| 2/5/2026 | Park Square Financial Group LLC | 961 | $36K | 0.2% | N/A | 0.001% | |
| 2/5/2026 | AlphaCore Capital LLC | 7,104 | $274K | 0.0% | -36.9% | 0.009% | |
| 2/5/2026 | New York Life Investment Management LLC | 301,524 | $11.64M | 0.1% | -18.6% | 0.393% | |
| 2/5/2026 | Allworth Financial LP | 18,255 | $704K | 0.0% | -22.3% | 0.024% | |
| 2/4/2026 | Independent Advisor Alliance | 7,400 | $286K | 0.0% | -9.6% | 0.010% | |
| 2/4/2026 | Certior Financial Group LLC | 10,527 | $406K | 0.3% | N/A | 0.014% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,350 | $52K | 0.0% | N/A | 0.002% | |
| 2/3/2026 | Lumbard & Kellner LLC | 100,969 | $3.90M | 1.4% | +0.9% | 0.133% | |
| 2/2/2026 | Ativo Capital Management LLC | 130,120 | $5.02M | 4.4% | -32.3% | 0.172% | |
| 1/30/2026 | Innealta Capital LLC | 58,791 | $2.27M | 1.2% | -13.3% | 0.078% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 15,386 | $594K | 0.0% | +7.1% | 0.020% | |
| 1/29/2026 | UBS Group AG | 153,197 | $5.91M | 0.0% | -12.8% | 0.203% | |
| 1/29/2026 | Advisors Capital Management LLC | 69,287 | $2.67M | 0.0% | +14.1% | 0.092% | |
SPCX Warning - and Worst News for Stocks in 50 Years (Ad) Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock.
According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits. Learn how to prepare your portfolio for what's coming next |
| 1/29/2026 | Dunhill Financial LLC | 891 | $34K | 0.0% | N/A | 0.001% | |
| 1/28/2026 | Axis Capital Holdings Ltd. | 378,788 | $14.62M | 5.1% | N/A | 0.503% | |
| 1/28/2026 | OLD National Bancorp IN | 747,647 | $28.85M | 0.5% | +8.0% | 0.993% | |
| 1/27/2026 | TD Waterhouse Canada Inc. | 2,906 | $112K | 0.0% | +464.3% | 0.004% | |
| 1/27/2026 | Juncture Wealth Strategies LLC | 80,329 | $3.10M | 1.0% | +10.1% | 0.107% | |
| 1/27/2026 | OLD Second National Bank of Aurora | 323,027 | $12.47M | 2.5% | +3.3% | 0.429% | |
| 1/26/2026 | River Street Advisors LLC | 166,871 | $6.44M | 2.4% | +4.7% | 0.222% | |
| 1/26/2026 | Whittier Trust Co. of Nevada Inc. | 47,776 | $1.84M | 0.0% | +0.9% | 0.063% | |
| 1/26/2026 | Whittier Trust Co. | 79,107 | $3.05M | 0.0% | +6.1% | 0.105% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 38,442 | $1.48M | 0.0% | +26.1% | 0.051% | |