| 7/18/2025 | Truist Financial Corp | 102,274 | $5.73M | 0.0% | -48.8% | 0.268% | |
| 7/17/2025 | LexAurum Advisors LLC | 6,037 | $338K | 0.1% | -6.1% | 0.016% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 177,400 | $9.95M | 0.0% | -1.6% | 0.465% | |
| 7/17/2025 | Montis Financial LLC | 22,188 | $1.24M | 0.3% | -14.4% | 0.058% | |
| 7/17/2025 | Wagner Wealth Management LLC | 25,337 | $1.42M | 0.3% | -5.6% | 0.066% | |
| 7/16/2025 | MinichMacGregor Wealth Management LLC | 12,713 | $713K | 0.2% | +3.3% | 0.033% | |
| 7/16/2025 | Destiny Wealth Partners LLC | 3,672 | $206K | 0.0% | N/A | 0.010% | |
| 7/16/2025 | CX Institutional | 4,585 | $257K | 0.0% | -76.2% | 0.012% | |
| 7/14/2025 | Park Avenue Securities LLC | 8,125 | $455K | 0.0% | N/A | 0.021% | |
| 7/11/2025 | Farther Finance Advisors LLC | 23,093 | $1.30M | 0.0% | +5.5% | 0.060% | |
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| 7/11/2025 | Silver Oak Securities Incorporated | 1,714 | $96K | 0.0% | N/A | 0.004% | |
| 7/11/2025 | CX Institutional | 4,585 | $257K | 0.0% | -76.2% | 0.012% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,503 | $372K | 0.0% | +9.6% | 0.017% | |
| 7/10/2025 | Focus Financial Network Inc. | 7,594 | $426K | 0.0% | -14.4% | 0.020% | |
| 7/8/2025 | Davis Investment Partners LLC | 22,623 | $1.28M | 0.5% | +2.1% | 0.051% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 18,146 | $1.02M | 0.1% | +11.7% | 0.041% | |
| 7/3/2025 | TrueWealth Advisors LLC | 9,270 | $520K | 0.2% | +7.4% | 0.024% | |
| 5/29/2025 | Nova Wealth Management Inc. | 4,691 | $249K | 0.2% | -7.0% | 0.012% | |
| 5/29/2025 | Apeiron RIA LLC | 18,034 | $956K | 0.3% | N/A | 0.047% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 9,599 | $509K | 0.0% | +2.6% | 0.025% | |
| 5/19/2025 | Jane Street Group LLC | 4,444 | $236K | 0.0% | -94.4% | 0.012% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 5,519 | $293K | 0.0% | -35.7% | 0.014% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 50,000 | $2.65M | 0.0% | -1.3% | 0.130% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,712 | $462K | 0.0% | -41.4% | 0.023% | |
| 5/16/2025 | Plotkin Financial Advisors LLC | 34,282 | $1.82M | 1.1% | -0.6% | 0.089% | |
| 5/16/2025 | NewEdge Advisors LLC | 368,948 | $19.55M | 0.1% | +12.3% | 0.956% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 17,318 | $918K | 0.0% | +100.6% | 0.045% | |
| 5/15/2025 | Royal Bank of Canada | 365,092 | $19.35M | 0.0% | +26.9% | 0.946% | |
| 5/15/2025 | Baird Financial Group Inc. | 234,954 | $12.45M | 0.0% | +46.9% | 0.609% | |
| 5/15/2025 | Trexquant Investment LP | 4,035 | $214K | 0.0% | N/A | 0.010% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 41,698 | $2.21M | 0.2% | -4.9% | 0.108% | |
| 5/14/2025 | CreativeOne Wealth LLC | 26,985 | $1.43M | 0.0% | +7.4% | 0.070% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 104,468 | $5.54M | 0.4% | -13.8% | 0.271% | |
| 5/14/2025 | Comerica Bank | 16,352 | $867K | 0.0% | +10.4% | 0.042% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 12,652 | $671K | 0.2% | N/A | 0.033% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,500 | $80K | 0.0% | +312.1% | 0.004% | |
| 5/14/2025 | Kestra Advisory Services LLC | 59,729 | $3.17M | 0.0% | -9.0% | 0.155% | |
| 5/14/2025 | Venture Visionary Partners LLC | 5,200 | $276K | 0.0% | -50.0% | 0.013% | |
| 5/13/2025 | SFI Advisors LLC | 123,028 | $6.52M | 4.8% | -2.3% | 0.319% | |
| 5/13/2025 | TriaGen Wealth Management LLC | 21,946 | $1.16M | 0.4% | -8.7% | 0.057% | |
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| 5/13/2025 | Raymond James Financial Inc. | 979,217 | $51.90M | 0.0% | +39.0% | 2.537% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 227,132 | $12.04M | 0.3% | +97.0% | 0.588% | |
| 5/13/2025 | HighTower Advisors LLC | 71,563 | $3.79M | 0.0% | +12.9% | 0.185% | |
| 5/12/2025 | Meridian Wealth Management LLC | 4,074 | $216K | 0.0% | -6.1% | 0.011% | |
| 5/12/2025 | Benjamin Edwards Inc. | 161,452 | $8.56M | 0.1% | +9.1% | 0.418% | |
| 5/12/2025 | National Bank of Canada FI | 8,985 | $476K | 0.0% | -23.6% | 0.023% | |
| 5/12/2025 | Y.D. More Investments Ltd | 3,500 | $186K | 0.0% | -22.2% | 0.009% | |
| 5/9/2025 | Tidemark LLC | 828 | $44K | 0.0% | -41.8% | 0.002% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 20,839 | $1.10M | 0.0% | +8.2% | 0.054% | |
| 5/9/2025 | ROI Financial Advisors LLC | 4,356 | $231K | 0.2% | -6.6% | 0.011% | |
| 5/9/2025 | Blair William & Co. IL | 10,095 | $535K | 0.0% | -7.3% | 0.026% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 8,226 | $436K | 0.0% | -5.4% | 0.021% | |
| 5/8/2025 | Certified Advisory Corp | 26,081 | $1.38M | 0.2% | +1.8% | 0.068% | |
| 5/8/2025 | US Bancorp DE | 1,150 | $61K | 0.0% | -15.2% | 0.003% | |
| 5/8/2025 | Harbour Investments Inc. | 156,350 | $8.29M | 0.2% | +120.5% | 0.405% | |
| 5/8/2025 | Private Advisory Group LLC | 11,159 | $591K | 0.1% | -59.8% | 0.029% | |
| 5/7/2025 | Hurley Capital LLC | 1,042 | $55K | 0.0% | N/A | 0.003% | |
| 5/7/2025 | LPL Financial LLC | 1,452,909 | $77.00M | 0.0% | -0.8% | 3.764% | |
| 5/6/2025 | Cetera Investment Advisers | 142,759 | $7.57M | 0.0% | +13.4% | 0.370% | |
| 5/6/2025 | Kovack Advisors Inc. | 7,340 | $389K | 0.0% | -9.8% | 0.019% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 17,698 | $938K | 0.0% | +67.7% | 0.046% | |
| 5/5/2025 | IFP Advisors Inc | 25,159 | $1.33M | 0.0% | +30.2% | 0.065% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 11,952 | $633K | 0.0% | -3.2% | 0.031% | |
| 5/5/2025 | Private Advisor Group LLC | 50,642 | $2.68M | 0.0% | +89.9% | 0.131% | |
| 5/5/2025 | Transce3nd LLC | 9,896 | $513K | 0.2% | -22.2% | 0.026% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 31,312 | $1.66M | 0.0% | +8.0% | 0.081% | |
| 5/2/2025 | Montis Financial LLC | 25,919 | $1.37M | 0.4% | +8.3% | 0.067% | |
| 5/2/2025 | Sigma Planning Corp | 7,526 | $399K | 0.0% | -3.3% | 0.019% | |
| 5/2/2025 | Leelyn Smith LLC | 7,791 | $413K | 0.1% | N/A | 0.020% | |
| 5/1/2025 | CWM LLC | 78,056 | $4.14M | 0.0% | +362.5% | 0.202% | |
| 5/1/2025 | Realta Investment Advisors | 11,424 | $605K | 0.3% | +3,029.9% | 0.030% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 8,205 | $435K | 0.1% | +68.0% | 0.021% | |
| 5/1/2025 | Kesler Norman & Wride LLC | 7,320 | $388K | 0.1% | -6.6% | 0.019% | |
| 4/30/2025 | TradeWell Securities LLC. | 103,405 | $5.48M | 3.0% | +3.1% | 0.268% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 15,306 | $811K | 0.0% | +8.5% | 0.040% | |
| 4/30/2025 | Planning Directions Inc. | 14,699 | $779K | 0.3% | N/A | 0.038% | |
| 4/29/2025 | Brass Tax Wealth Management Inc. | 42,549 | $2.26M | 0.5% | -4.3% | 0.110% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 279,081 | $14.79M | 0.0% | +2.4% | 0.723% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 21,887 | $1.16M | 0.0% | -52.4% | 0.057% | |
| 4/29/2025 | World Investment Advisors | 86,722 | $4.60M | 0.1% | +382.1% | 0.225% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 14,018 | $743K | 0.0% | +13.5% | 0.036% | |
| 4/28/2025 | D.A. Davidson & CO. | 266,172 | $14.11M | 0.1% | +13.2% | 0.690% | |
| 4/28/2025 | Private Trust Co. NA | 1,060 | $56K | 0.0% | -62.3% | 0.003% | |
| 4/28/2025 | DAVENPORT & Co LLC | 16,943 | $898K | 0.0% | +6.4% | 0.044% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 18,754 | $994K | 0.1% | -1.5% | 0.047% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 16,462 | $887K | 0.0% | +3.2% | 0.041% | |
| 4/25/2025 | Monument Capital Management | 95,197 | $5.05M | 1.6% | -3.0% | 0.236% | |
| 4/23/2025 | Western Wealth Management LLC | 38,652 | $2.05M | 0.1% | -5.9% | 0.096% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 27,093 | $1.44M | 0.1% | -0.9% | 0.067% | |
| 4/23/2025 | Horizon Bancorp Inc. IN | 898 | $48K | 0.0% | -32.7% | 0.002% | |
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Spotting some profitable trends in tech … well ahead of Wall Street.
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Or Bitcoin when it was trading for just $300.
Throughout his illustrious career …
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| 4/23/2025 | International Assets Investment Management LLC | 25,983 | $1.38M | 0.0% | -37.6% | 0.064% | |
| 4/23/2025 | Proactive Wealth Strategies LLC | 40,657 | $2.16M | 1.1% | -1.8% | 0.101% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 74,856 | $3.97M | 0.1% | +710.6% | 0.186% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 134,070 | $7.11M | 0.0% | -13.8% | 0.333% | |
| 4/22/2025 | Crumly & Associates Inc. | 28,407 | $1.51M | 0.4% | -2.4% | 0.070% | |
| 4/22/2025 | 1858 Wealth Management LLC | 18,328 | $971K | 0.8% | +2.2% | 0.045% | |
| 4/22/2025 | Genesee Capital Advisors LLC | 32,665 | $1.73M | 0.9% | -1.8% | 0.081% | |
| 4/22/2025 | MinichMacGregor Wealth Management LLC | 12,306 | $652K | 0.1% | -4.7% | 0.031% | |
| 4/22/2025 | Nilsine Partners LLC | 306,228 | $16.23M | 1.8% | +1,554.5% | 0.760% | |
| 4/21/2025 | O Dell Group LLC | 352,442 | $18.68M | 4.8% | +56.8% | 0.875% | |
