| 10/14/2026 | B. Riley Wealth Advisors Inc. | 18,783 | $1.39M | 0.1% | N/A | 0.027% | |
| 10/13/2026 | Fermata Advisors LLC | 14,960 | $1.11M | 0.2% | -3.4% | 0.022% | |
| 10/13/2026 | Baldwin Wealth Partners LLC MA | 6,249 | $462K | 0.0% | N/A | 0.009% | |
| 10/9/2026 | Longview Financial Advisors Inc. | 18,127 | $1.34M | 0.8% | -7.7% | 0.026% | |
| 10/8/2026 | Factor Wealth Management LTD | 26,826 | $1.98M | 0.3% | +39.2% | 0.039% | |
| 10/8/2026 | Farther Finance Advisors LLC | 47,054 | $3.48M | 0.0% | +5.8% | 0.069% | |
| 10/8/2026 | CoreCap Advisors LLC | 2,317 | $171K | 0.0% | -86.0% | 0.003% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 49,870 | $3.69M | 0.1% | N/A | 0.073% | |
| 10/7/2026 | Steph & Co. | 29,715 | $2.20M | 0.5% | N/A | 0.043% | |
| 10/7/2026 | Asempa Wealth Advisors | 7,543 | $556K | 0.4% | -3.4% | 0.011% | |
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| 10/2/2026 | Boltwood Capital Management | 66,455 | $4.92M | 1.1% | N/A | 0.097% | |
| 10/2/2026 | Versant Capital Management Inc | 155,035 | $11.47M | 0.9% | -3.7% | 0.227% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 4,956,055 | $333.59M | 0.0% | +1.7% | 7.254% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 11,542 | $777K | 0.0% | -4.6% | 0.017% | |
| 9/9/2026 | Bienville Capital Management LLC | 13,030 | $877K | 0.1% | N/A | 0.020% | |
| 9/9/2026 | NewEdge Advisors LLC | 27,135 | $1.83M | 0.0% | -2.5% | 0.041% | |
| 9/9/2026 | Hedeker Wealth LLC | 14,642 | $986K | 0.2% | +0.9% | 0.022% | |
| 9/9/2026 | Squarepoint Ops LLC | 4,811 | $324K | 0.0% | +68.7% | 0.007% | |
| 8/27/2026 | Corient Private Wealth LP | 3,113 | $210K | 0.0% | -39.1% | 0.005% | |
| 8/25/2026 | Tobias Financial Advisors Inc. | 100,682 | $6.78M | 0.8% | N/A | 0.152% | |
| 8/23/2026 | HB Wealth Management LLC | 33,981 | $2.29M | 0.0% | -2.1% | 0.051% | |
| 8/21/2026 | Montz Harcus Wealth Management LLC | 28,862 | $1.94M | 0.6% | N/A | 0.044% | |
| 8/21/2026 | High Net Worth Advisory Group LLC | 6,395 | $430K | 0.1% | N/A | 0.010% | |
| 8/21/2026 | KFG Wealth Management LLC | 310,790 | $20.92M | 2.4% | +9,108.6% | 0.470% | |
| 8/21/2026 | Kraft Davis & Associates LLC | 12,406 | $835K | 0.2% | N/A | 0.019% | |
| 8/21/2026 | Mayport LLC | 4,116 | $277K | 0.0% | N/A | 0.006% | |
| 8/21/2026 | Rodgers & Associates LTD | 387,231 | $26.07M | 2.0% | N/A | 0.585% | |
| 8/21/2026 | Continuum Advisory LLC | 80,846 | $5.44M | 0.4% | N/A | 0.122% | |
| 8/21/2026 | Weitzel Financial Services Inc. | 8,186 | $551K | 0.2% | N/A | 0.012% | |
| 8/21/2026 | Thrive Wealth Management LLC | 6,119 | $412K | 0.1% | N/A | 0.009% | |
| 8/21/2026 | Tranquilli Financial Advisor LLC | 69,588 | $4.68M | 2.5% | N/A | 0.105% | |
| 8/21/2026 | Coppell Advisory Solutions LLC | 17,066 | $1.15M | 0.2% | N/A | 0.026% | |
| 8/21/2026 | MBA Advisors LLC | 18,165 | $1.22M | 0.4% | N/A | 0.027% | |
| 8/21/2026 | Pacifica Partners Inc. | 21,435 | $1.44M | 0.4% | N/A | 0.032% | |
| 8/21/2026 | Firestone Capital Management | 24,367 | $1.52M | 0.3% | +49.2% | 0.037% | |
| 8/21/2026 | Sunburst Financial Group LLC | 19,015 | $1.28M | 0.2% | N/A | 0.029% | |
| 8/21/2026 | SkyOak Wealth LLC | 9,552 | $643K | 0.1% | N/A | 0.014% | |
| 8/21/2026 | Sound Financial Strategies Group LLC | 24,582 | $1.66M | 1.1% | N/A | 0.037% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 13,106 | $882K | 0.1% | N/A | 0.020% | |
| 8/21/2026 | R. W. Roge & Company Inc. | 86,662 | $5.83M | 2.4% | N/A | 0.131% | |
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| 8/21/2026 | Retirement Income Solutions Inc. | 11,639 | $783K | 0.1% | N/A | 0.018% | |
| 8/21/2026 | Capital Wealth Management LLC | 435,418 | $29.31M | 6.1% | N/A | 0.658% | |
| 8/21/2026 | Luken Investment Analytics LLC | 364,088 | $24.51M | 8.4% | N/A | 0.550% | |
| 8/21/2026 | Triumph Capital Management | 21,746 | $1.46M | 0.3% | +31,879.4% | 0.033% | |
| 8/21/2026 | Rinkey Investments | 119,924 | $8.07M | 1.8% | N/A | 0.181% | |
| 8/20/2026 | Gill Capital Partners LLC | 722 | $49K | 0.0% | N/A | 0.001% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 14,642 | $986K | 0.0% | N/A | 0.022% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 178,050 | $11.99M | 1.4% | +15.4% | 0.267% | |
| 7/10/2026 | Sterling Investment Advisors LLC ADV | 81,023 | $5.45M | 2.4% | +2.4% | 0.122% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 23,112 | $1.56M | 0.0% | -1.1% | 0.035% | |
| 7/9/2026 | Chemistry Wealth Management LLC | 36,901 | $2.48M | 0.4% | +1.3% | 0.055% | |
| 7/8/2026 | White Wing Wealth Management | 3,478 | $234K | 0.1% | N/A | 0.005% | |
| 7/8/2026 | Factor Wealth Management LTD | 19,269 | $1.30M | 0.2% | -3.3% | 0.029% | |
| 7/7/2026 | Fermata Advisors LLC | 15,490 | $1.04M | 0.2% | +66.9% | 0.023% | |
| 7/7/2026 | Avior Wealth Management LLC | 10,492 | $706K | 0.0% | N/A | 0.016% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 2,823 | $190K | 0.0% | +19.0% | 0.004% | |
| 7/7/2026 | Pathway Financial Advisors LLC | 7,210 | $490K | 0.1% | -14.5% | 0.011% | |
| 7/6/2026 | Boltwood Capital Management | 67,202 | $4.52M | 1.0% | +36.9% | 0.101% | |
| 7/2/2026 | Versant Capital Management Inc | 160,997 | $10.84M | 1.0% | +2.2% | 0.242% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 8,919 | $666K | 0.1% | N/A | 0.014% | |
| 6/3/2026 | NewEdge Advisors LLC | 27,845 | $2.08M | 0.0% | +19.1% | 0.043% | |
| 5/27/2026 | Allen Capital Group LLC | 22,129 | $1.65M | 0.1% | -2.2% | 0.034% | |
| 5/19/2026 | Western Wealth Management LLC | 364 | $27K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 27,803 | $2.08M | 0.0% | +18.9% | 0.043% | |
| 5/19/2026 | Bank of America Corp DE | 1,031,629 | $77.03M | 0.0% | +28.3% | 1.579% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 633 | $47K | 0.0% | N/A | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 127,247 | $9.50M | 0.0% | +12.0% | 0.195% | |
| 5/18/2026 | Empowered Funds LLC | 51,747 | $3.86M | 0.0% | +1.7% | 0.079% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 115,405 | $8.62M | 0.0% | +141.3% | 0.177% | |
| 5/14/2026 | Renaissance Technologies LLC | 16,800 | $1.25M | 0.0% | +90.9% | 0.026% | |
| 5/14/2026 | Hilltop Holdings Inc. | 22,714 | $1.70M | 0.2% | -16.0% | 0.035% | |
| 5/13/2026 | Cetera Investment Advisers | 281,874 | $21.05M | 0.0% | +310.4% | 0.431% | |
| 5/13/2026 | Cambridge Associates LLC MA ADV | 308,137 | $23.01M | 0.4% | -6.0% | 0.472% | |
| 5/12/2026 | Cadence Wealth Management LLC | 90,132 | $6.73M | 2.8% | +1.7% | 0.138% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 7,993 | $597K | 0.0% | +9.4% | 0.012% | |
| 5/8/2026 | Cura Wealth Advisors LLC | 4,000 | $299K | 0.1% | N/A | 0.006% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 383 | $29K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Hanover Advisors Inc. | 8,182 | $611K | 0.2% | +38.9% | 0.013% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 2,850 | $213K | 0.0% | N/A | 0.004% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 62,504 | $4.67M | 0.4% | +12.9% | 0.096% | |
| 5/6/2026 | McAlvany Wealth Management LLC | 6,739 | $492K | 0.3% | +51.5% | 0.010% | |
| 5/6/2026 | Angeles Wealth Management LLC | 625 | $47K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Bessemer Group Inc. | 30,581 | $2.28M | 0.0% | -16.6% | 0.047% | |
| 5/6/2026 | Avalon Trust Co | 2,575 | $192K | 0.0% | N/A | 0.004% | |
| 5/5/2026 | Wealthfront Advisers LLC | 49,792 | $3.72M | 0.0% | +20.4% | 0.076% | |
| 5/5/2026 | D.A. Davidson & CO. | 64,707 | $4.83M | 0.0% | +5.4% | 0.099% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,006 | $75K | 0.0% | -51.4% | 0.002% | |
| 5/5/2026 | Signet Financial Management LLC | 8,140 | $608K | 0.1% | +16.0% | 0.012% | |
| 5/5/2026 | Advisors Preferred LLC | 1,532 | $114K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 12,940 | $966K | 0.0% | +131.1% | 0.020% | |
The Midwestern Disruptor Big Pharma Doesn’t Want You to Know About (Ad) A little-known Midwestern firm sits at the center of what the Wall Street Journal calls medicine's biggest moment since antibiotics. It does not invent drugs or hold blockbuster patents.
McKinsey calls the shift a game changer, and the International Journal of Surgery describes it as a revolutionary path forward. Yet this company remains largely overlooked by investors.
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| 5/5/2026 | Conservest Capital Advisors Inc. | 45,421 | $3.39M | 0.3% | +2.3% | 0.070% | |
| 5/4/2026 | AMG National Trust Bank | 716,030 | $53.47M | 1.2% | +8.3% | 1.096% | |
| 5/4/2026 | Principal Financial Group Inc. | 357,075 | $26.66M | 0.0% | +65.2% | 0.546% | |
| 5/2/2026 | International Assets Investment Management LLC | 340 | $25K | 0.0% | N/A | 0.001% | |
| 5/2/2026 | United Bank | 10,805 | $807K | 0.3% | +1.3% | 0.017% | |
| 5/2/2026 | Valmark Advisers Inc. | 101,963 | $7.61M | 0.1% | -0.5% | 0.156% | |
| 5/1/2026 | Fifth Third Bancorp | 17,983 | $1.34M | 0.0% | N/A | 0.028% | |
| 5/1/2026 | Sovran Advisors LLC | 7,195 | $538K | 0.0% | N/A | 0.011% | |
| 5/1/2026 | Sachetta LLC | 203,246 | $15.18M | 8.2% | -2.8% | 0.311% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 12,093 | $903K | 0.0% | +8.6% | 0.019% | |