| 5/21/2025 | Geneos Wealth Management Inc. | 179,520 | $4.59M | 0.2% | +5.6% | 0.192% | |
| 5/20/2025 | Integrity Alliance LLC. | 250,517 | $6.40M | 0.3% | N/A | 0.268% | |
| 5/19/2025 | Jane Street Group LLC | 430,189 | $10.99M | 0.0% | N/A | 0.469% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 65,666 | $1.67M | 0.1% | -39.3% | 0.072% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 893,032 | $22.82M | 1.6% | +7.8% | 0.973% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 32,548 | $832K | 0.4% | -37.7% | 0.035% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 77,068 | $1.97M | 0.0% | N/A | 0.084% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,274 | $58K | 0.0% | -90.4% | 0.002% | |
| 5/16/2025 | Redwood Financial Network Corp | 139,284 | $3.56M | 2.7% | +10.5% | 0.152% | |
| 5/16/2025 | NewEdge Advisors LLC | 36,091 | $922K | 0.0% | -39.1% | 0.039% | |
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| 5/16/2025 | Integrated Wealth Concepts LLC | 25,591 | $654K | 0.0% | -7.2% | 0.028% | |
| 5/15/2025 | EP Wealth Advisors LLC | 25,160 | $643K | 0.0% | -6.6% | 0.027% | |
| 5/15/2025 | First Manhattan CO. LLC. | 29,670 | $758K | 0.0% | N/A | 0.032% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 25,715 | $657K | 0.0% | +3.7% | 0.028% | |
| 5/15/2025 | Royal Bank of Canada | 175,155 | $4.48M | 0.0% | -3.3% | 0.191% | |
| 5/15/2025 | FRG Family Wealth Advisors LLC | 22,800 | $583K | 0.1% | N/A | 0.025% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 4,151,858 | $106.08M | 15.9% | +7.6% | 4.525% | |
| 5/15/2025 | All Terrain Financial Advisors LLC | 171,718 | $4.39M | 1.4% | +6.8% | 0.187% | |
| 5/14/2025 | Jane Street Group LLC | 430,189 | $10.99M | 0.0% | N/A | 0.469% | |
| 5/14/2025 | Comerica Bank | 15,011 | $384K | 0.0% | -21.6% | 0.016% | |
| 5/14/2025 | Freedom Investment Management Inc. | 39,004 | $997K | 0.1% | -49.3% | 0.043% | |
| 5/14/2025 | Synovus Financial Corp | 30,744 | $786K | 0.0% | +286.3% | 0.034% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 21,229 | $542K | 0.0% | +473.6% | 0.023% | |
| 5/14/2025 | Caitlin John LLC | 259,741 | $6.64M | 6.5% | +22.8% | 0.283% | |
| 5/14/2025 | Kestra Advisory Services LLC | 93,306 | $2.38M | 0.0% | +19.9% | 0.102% | |
| 5/14/2025 | Level Four Advisory Services LLC | 191,904 | $4.90M | 0.2% | +3.4% | 0.209% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 7,840 | $200K | 0.0% | N/A | 0.009% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,599,352 | $40.86M | 0.0% | +58.6% | 1.743% | |
| 5/13/2025 | Howard Wealth Management LLC | 63,805 | $1.63M | 0.9% | +17.4% | 0.070% | |
| 5/13/2025 | HighTower Advisors LLC | 46,266 | $1.18M | 0.0% | N/A | 0.050% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 33,250 | $850K | 0.1% | -33.2% | 0.036% | |
| 5/12/2025 | Benjamin Edwards Inc. | 10,410 | $266K | 0.0% | +31.7% | 0.011% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 17,873 | $457K | 0.4% | +2.6% | 0.019% | |
| 5/12/2025 | AlphaCore Capital LLC | 185,720 | $4.75M | 0.4% | N/A | 0.202% | |
| 5/12/2025 | WealthPLAN Partners LLC | 178,556 | $4.56M | 0.6% | +0.4% | 0.195% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 345,316 | $8.82M | 0.9% | +2.7% | 0.376% | |
| 5/9/2025 | Deutsche Bank AG | 77,693 | $1.99M | 0.0% | -9.5% | 0.085% | |
| 5/9/2025 | Tidemark LLC | 108,213 | $2.77M | 1.0% | +0.5% | 0.118% | |
| 5/9/2025 | WealthShield Partners LLC | 386,847 | $9.88M | 1.3% | +2.0% | 0.422% | |
| 5/9/2025 | Wealthspire Advisors LLC | 33,850 | $865K | 0.0% | -56.4% | 0.037% | |
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| 5/9/2025 | Atria Wealth Solutions Inc. | 39,527 | $1.01M | 0.0% | +36.9% | 0.043% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 99,952 | $2.55M | 0.1% | -2.0% | 0.109% | |
| 5/9/2025 | Thoroughbred Financial Services LLC | 64,538 | $1.65M | 0.1% | +512.4% | 0.070% | |
| 5/9/2025 | Seelaus Asset Management LLC | 18,350 | $469K | 0.4% | +5.8% | 0.020% | |
| 5/8/2025 | Arkadios Wealth Advisors | 40,090 | $1.02M | 0.0% | +374.8% | 0.044% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 211,408 | $5.40M | 0.1% | +24.4% | 0.230% | |
| 5/7/2025 | KFA Private Wealth Group LLC | 200,040 | $5.11M | 1.8% | +5.5% | 0.218% | |
| 5/7/2025 | LPL Financial LLC | 3,779,799 | $96.57M | 0.0% | +22.9% | 4.120% | |
| 5/7/2025 | Inspire Advisors LLC | 180,766 | $4.62M | 0.5% | N/A | 0.197% | |
| 5/7/2025 | Anson Capital Inc. | 317,940 | $8.12M | 7.0% | +2.5% | 0.347% | |
| 5/7/2025 | Valley Wealth Managers Inc. | 30,782 | $786K | 0.1% | -1.8% | 0.034% | |
| 5/7/2025 | First Heartland Consultants Inc. | 30,359 | $776K | 0.1% | +192.2% | 0.033% | |
| 5/6/2025 | ShoreHaven Wealth Partners LLC | 9,581 | $245K | 0.1% | -66.0% | 0.010% | |
| 5/6/2025 | Cetera Investment Advisers | 316,822 | $8.10M | 0.0% | +163.9% | 0.345% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 101,848 | $2.60M | 0.0% | +32.4% | 0.111% | |
| 5/6/2025 | Brookwood Investment Group LLC | 8,530 | $218K | 0.0% | N/A | 0.009% | |
| 5/6/2025 | Atria Investments Inc | 656,105 | $16.76M | 0.2% | +7,267.0% | 0.715% | |
| 5/6/2025 | Advisor OS LLC | 47,101 | $1.20M | 0.1% | +40.0% | 0.051% | |
| 5/6/2025 | Kovack Advisors Inc. | 142,186 | $3.63M | 0.4% | +7.3% | 0.155% | |
| 5/6/2025 | AE Wealth Management LLC | 64,597 | $1.65M | 0.0% | -4.2% | 0.070% | |
| 5/6/2025 | Madden Advisory Services Inc. | 110,013 | $2.81M | 1.3% | -3.5% | 0.120% | |
| 5/6/2025 | PFG Advisors | 40,996 | $1.05M | 0.1% | +39.7% | 0.045% | |
| 5/5/2025 | OneAscent Wealth Management LLC | 44,118 | $1.13M | 0.5% | +15.9% | 0.048% | |
| 5/5/2025 | IFP Advisors Inc | 12,151 | $310K | 0.0% | +344.9% | 0.013% | |
| 5/5/2025 | OneAscent Financial Services LLC | 76,445 | $1.95M | 0.1% | +9.3% | 0.083% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 326,476 | $8.34M | 0.7% | +0.8% | 0.356% | |
| 5/5/2025 | Private Advisor Group LLC | 290,990 | $7.44M | 0.0% | +3,008.5% | 0.317% | |
| 5/5/2025 | Transce3nd LLC | 265,771 | $6.78M | 3.0% | -10.0% | 0.290% | |
| 5/2/2025 | Montis Financial LLC | 194,215 | $4.96M | 1.5% | +37.8% | 0.212% | |
| 5/2/2025 | Concord Wealth Partners | 51,838 | $1.32M | 0.2% | -46.1% | 0.056% | |
| 5/2/2025 | Concord Asset Management LLC VA | 17,418 | $442K | 0.1% | -32.8% | 0.019% | |
| 5/2/2025 | Wealthfront Advisers LLC | 1,829,550 | $46.75M | 0.1% | +10.7% | 1.994% | |
| 5/2/2025 | Prevail Innovative Wealth Advisors LLC | 30,975 | $791K | 0.2% | +54.2% | 0.034% | |
| 5/2/2025 | Bogart Wealth LLC | 1,179 | $30K | 0.0% | N/A | 0.001% | |
| 5/2/2025 | Sigma Planning Corp | 29,422 | $752K | 0.0% | -3.0% | 0.032% | |
| 5/1/2025 | Smith Thornton Advisors LLC | 118,361 | $3.02M | 1.9% | +66.9% | 0.129% | |
| 5/1/2025 | Iron Horse Wealth Management LLC | 3,000 | $77K | 0.0% | +500.0% | 0.003% | |
| 5/1/2025 | High Note Wealth LLC | 171,841 | $4.39M | 1.1% | -31.0% | 0.187% | |
| 5/1/2025 | Family Firm Inc. | 317,672 | $8.12M | 1.8% | -23.6% | 0.346% | |
| 4/30/2025 | Allworth Financial LP | 1,055 | $27K | 0.0% | +308.9% | 0.001% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 20,609 | $527K | 0.1% | +18.9% | 0.022% | |
| 4/30/2025 | Ramiah Investment Group | 1,746,220 | $44.62M | 48.7% | N/A | 1.903% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 460,292 | $11.76M | 3.2% | +1.8% | 0.502% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 207,543 | $5.30M | 0.6% | +31.8% | 0.226% | |
| 4/29/2025 | Liberty Square Wealth Partners LLC | 47,492 | $1.21M | 0.5% | -2.5% | 0.052% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 691,005 | $17.66M | 0.0% | +10.3% | 0.753% | |
| 4/29/2025 | World Investment Advisors | 33,945 | $867K | 0.0% | N/A | 0.037% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 1,414 | $36K | 0.0% | N/A | 0.002% | |
| 4/29/2025 | Hartline Investment Corp | 44,100 | $1.13M | 0.1% | N/A | 0.048% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 27,907 | $713K | 0.1% | N/A | 0.030% | |
A grave, grave error. (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
| 4/28/2025 | Strategic Financial Concepts LLC | 480,258 | $12.27M | 2.3% | +4.7% | 0.523% | |
| 4/28/2025 | Redmont Wealth Advisors LLC | 22,562 | $576K | 1.1% | N/A | 0.025% | |
| 4/25/2025 | Deseret Mutual Benefit Administrators | 591,355 | $15.11M | 7.5% | -16.0% | 0.625% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 20,140 | $515K | 0.0% | N/A | 0.021% | |
| 4/25/2025 | WASHINGTON TRUST Co | 1,960 | $50K | 0.0% | N/A | 0.002% | |
| 4/25/2025 | Northwest Wealth Management LLC | 19,646 | $502K | 0.1% | -20.5% | 0.021% | |
| 4/25/2025 | Sovran Advisors LLC | 80,685 | $2.04M | 0.3% | -45.5% | 0.085% | |
| 4/25/2025 | Colonial River Investments LLC | 11,929 | $305K | 0.2% | -41.1% | 0.013% | |
| 4/24/2025 | CWC Advisors LLC. | 259,199 | $6.62M | 3.8% | N/A | 0.274% | |
| 4/23/2025 | Western Wealth Management LLC | 40,945 | $1.05M | 0.1% | +1.6% | 0.043% | |
