| 8/5/2025 | American Capital Advisory LLC | 186,842 | $8.76M | 4.4% | +0.9% | 0.441% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,135,448 | $53.24M | 0.0% | +2.4% | 2.681% | |
| 8/5/2025 | Landmark Wealth Management Inc. | 25,411 | $1.19M | 0.5% | -81.1% | 0.060% | |
| 8/4/2025 | IFG Advisory LLC | 262,776 | $12.32M | 0.6% | -30.9% | 0.620% | |
| 8/4/2025 | Assetmark Inc. | 16,277 | $763K | 0.0% | +41.4% | 0.038% | |
| 8/4/2025 | Spire Wealth Management | 491,422 | $22.90M | 0.8% | -12.5% | 1.160% | |
| 8/4/2025 | Barnes Dennig Private Wealth Management LLC | 3,034 | $142K | 0.2% | N/A | 0.007% | |
| 8/4/2025 | World Investment Advisors | 218,389 | $10.24M | 0.2% | +10.6% | 0.516% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 37,049 | $1.74M | 0.1% | -9.1% | 0.087% | |
| 8/4/2025 | Northwest Financial Advisors | 52,342 | $2.45M | 3.4% | -23.5% | 0.124% | |
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| 8/1/2025 | Envestnet Asset Management Inc. | 2,829,210 | $132.66M | 0.0% | -3.4% | 6.681% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 9,385 | $440K | 0.1% | -50.9% | 0.022% | |
| 7/31/2025 | Insight Wealth Partners LLC | 102,875 | $4.82M | 1.9% | +1.6% | 0.243% | |
| 7/30/2025 | Brookstone Capital Management | 518,467 | $24.31M | 0.3% | +3.7% | 1.224% | |
| 7/30/2025 | Retirement Planning Group LLC | 33,023 | $1.55M | 0.1% | -4.6% | 0.078% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 5,952 | $279K | 0.0% | +4.4% | 0.014% | |
| 7/30/2025 | LGT Financial Advisors LLC | 823 | $39K | 0.1% | -27.6% | 0.002% | |
| 7/30/2025 | Bogart Wealth LLC | 6,348 | $298K | 0.0% | -10.6% | 0.015% | |
| 7/30/2025 | Drive Wealth Management LLC | 14,005 | $657K | 0.1% | N/A | 0.033% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 9,236 | $433K | 0.0% | -11.8% | 0.022% | |
| 7/29/2025 | Empirical Asset Management LLC | 7,408 | $347K | 0.1% | +20.8% | 0.017% | |
| 7/28/2025 | Harbour Investments Inc. | 1,352 | $63K | 0.0% | +49.7% | 0.003% | |
| 7/28/2025 | RFG Advisory LLC | 24,636 | $1.16M | 0.0% | -17.9% | 0.058% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 79,007 | $3.71M | 0.1% | +324.4% | 0.187% | |
| 7/25/2025 | Northwest Capital Management Inc | 913 | $43K | 0.0% | -34.7% | 0.002% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 205,582 | $9.64M | 0.0% | -0.3% | 0.485% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 110,188 | $5.17M | 1.5% | +49.4% | 0.260% | |
| 7/25/2025 | CWM LLC | 1,699,341 | $79.68M | 0.3% | +0.2% | 4.013% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 53,933 | $2.53M | 0.0% | +29.1% | 0.127% | |
| 7/24/2025 | Williams & Novak LLC | 4,513 | $212K | 0.2% | N/A | 0.011% | |
| 7/24/2025 | Acima Private Wealth LLC | 207,755 | $9.74M | 3.3% | -9.0% | 0.491% | |
| 7/24/2025 | IFP Advisors Inc | 68,699 | $3.22M | 0.1% | +157.0% | 0.162% | |
| 7/24/2025 | Mainstay Capital Management LLC ADV | 15,340 | $719K | 0.0% | +104.0% | 0.036% | |
| 7/22/2025 | Simplicity Wealth LLC | 78,672 | $3.69M | 0.2% | -52.8% | 0.186% | |
| 7/22/2025 | USAdvisors Wealth Management LLC | 99,891 | $4.68M | 1.7% | +14.8% | 0.236% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 102,590 | $4.81M | 1.2% | +55.5% | 0.243% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 7,649 | $359K | 0.0% | +15.5% | 0.018% | |
| 7/18/2025 | Cooper Financial Group | 60,421 | $2.83M | 0.3% | -10.5% | 0.143% | |
| 7/18/2025 | Truist Financial Corp | 14,062 | $659K | 0.0% | -92.4% | 0.033% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 21,206 | $994K | 0.0% | +38.5% | 0.050% | |
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| 7/17/2025 | Financial Designs Corp | 16,673 | $782K | 0.5% | -4.9% | 0.040% | |
| 7/17/2025 | KWB Wealth | 770,147 | $36.14M | 4.1% | -1.2% | 1.825% | |
| 7/16/2025 | BOS Asset Management LLC | 124,986 | $5.86M | 1.9% | +0.5% | 0.296% | |
| 7/16/2025 | Perigon Wealth Management LLC | 12,175 | $571K | 0.0% | +3.5% | 0.029% | |
| 7/15/2025 | Beacon Financial Planning Inc. | 198,553 | $9.31M | 5.2% | -6.2% | 0.471% | |
| 7/15/2025 | Aspire Capital Advisors LLC | 10,843 | $508K | 0.1% | +144.3% | 0.026% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 843,410 | $39.55M | 5.1% | -1.0% | 1.999% | |
| 7/14/2025 | Mechanics Bank Trust Department | 69,541 | $3.26M | 0.5% | -8.3% | 0.165% | |
| 7/14/2025 | Rooted Wealth Advisors Inc. | 264,347 | $12.32M | 4.3% | +6.3% | 0.626% | |
| 7/14/2025 | Park Avenue Securities LLC | 41,025 | $1.92M | 0.0% | +14.6% | 0.097% | |
| 7/14/2025 | Sowell Financial Services LLC | 6,577 | $308K | 0.0% | +19.4% | 0.016% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,760 | $270K | 0.0% | +13.5% | 0.014% | |
| 7/10/2025 | Stewardship Advisors LLC | 245,800 | $11.53M | 2.9% | +0.3% | 0.582% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 18,585 | $871K | 0.0% | N/A | 0.044% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 205,289 | $9.60M | 0.0% | -22.6% | 0.486% | |
| 7/10/2025 | KMG Fiduciary Partners LLC | 310,921 | $14.58M | 1.1% | +3.2% | 0.737% | |
| 7/10/2025 | Focus Financial Network Inc. | 299,941 | $14.06M | 0.6% | -19.9% | 0.711% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 598,765 | $28.08M | 0.9% | +2.9% | 1.419% | |
| 7/9/2025 | Fjell Capital LLC | 101,702 | $4.77M | 4.4% | -1.5% | 0.241% | |
| 7/9/2025 | Channel Wealth LLC | 142,771 | $6.70M | 1.9% | -1.4% | 0.338% | |
| 7/9/2025 | Sandbox Financial Partners LLC | 73,093 | $3.43M | 1.1% | +2.8% | 0.173% | |
| 7/2/2025 | Howard Financial Services LTD. | 711,727 | $33.37M | 4.4% | -0.4% | 1.693% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 30,542 | $1.43M | 1.1% | +37.1% | 0.074% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 17,994 | $844K | 0.6% | +7.8% | 0.044% | |
| 5/22/2025 | BOS Asset Management LLC | 124,318 | $5.83M | 2.0% | +15.5% | 0.302% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,995 | $328K | 0.0% | +220.1% | 0.017% | |
| 5/19/2025 | Jane Street Group LLC | 117,963 | $5.54M | 0.0% | +75.3% | 0.293% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 33,653 | $1.58M | 0.1% | -19.7% | 0.084% | |
| 5/16/2025 | NewEdge Advisors LLC | 116,522 | $5.47M | 0.0% | +3.5% | 0.289% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 139,008 | $6.52M | 0.1% | +19.5% | 0.345% | |
| 5/16/2025 | Cook Wealth LLC | 56,217 | $2.62M | 1.3% | +3.8% | 0.140% | |
| 5/16/2025 | AQR Capital Management LLC | 85,840 | $4.03M | 0.0% | +83.0% | 0.213% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 65,957 | $3.10M | 0.9% | +9.0% | 0.164% | |
| 5/15/2025 | Royal Bank of Canada | 82,674 | $3.88M | 0.0% | -6.5% | 0.205% | |
| 5/15/2025 | Insight Wealth Partners LLC | 101,293 | $4.75M | 0.8% | +1.6% | 0.252% | |
| 5/15/2025 | Baird Financial Group Inc. | 599,185 | $28.12M | 0.1% | +0.4% | 1.489% | |
| 5/14/2025 | CreativeOne Wealth LLC | 9,015 | $423K | 0.0% | -14.8% | 0.022% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 10,422 | $489K | 0.0% | -3.6% | 0.026% | |
| 5/14/2025 | Comerica Bank | 16,564 | $777K | 0.0% | +12.6% | 0.041% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,104 | $52K | 0.0% | +500.0% | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 50,764 | $2.38M | 0.0% | -70.6% | 0.126% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 10,781 | $506K | 0.3% | +31.7% | 0.027% | |
| 5/14/2025 | Flow Traders U.S. LLC | 15,658 | $735K | 0.0% | N/A | 0.039% | |
| 5/14/2025 | JT Stratford LLC | 25,138 | $1.18M | 0.2% | +28.6% | 0.062% | |
| 5/14/2025 | Petix & Botte Co | 299,468 | $14.05M | 3.7% | +42.5% | 0.744% | |
| 5/13/2025 | Raymond James Financial Inc. | 414,318 | $19.44M | 0.0% | +2.5% | 1.029% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 19,113 | $897K | 0.2% | -46.7% | 0.047% | |
| 5/13/2025 | MSH Capital Advisors LLC | 21,461 | $1.01M | 0.3% | -31.4% | 0.053% | |
| 5/13/2025 | HighTower Advisors LLC | 21,100 | $990K | 0.0% | +15.4% | 0.052% | |
| 5/12/2025 | Cooper Financial Group | 67,480 | $3.17M | 0.4% | +6.4% | 0.168% | |
Why AMZN, GOOG, MSFT might destroy NVDA (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast. Click to get the full details on Eric Fry's "Nvidia alternative" right here. |
| 5/12/2025 | Invesco Ltd. | 2,349,347 | $110.26M | 0.0% | +0.0% | 5.837% | |
| 5/12/2025 | Founders Financial Alliance LLC | 14,711 | $690K | 0.2% | -14.9% | 0.037% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 14,665 | $688K | 0.1% | +17.7% | 0.036% | |
| 5/9/2025 | Tidemark LLC | 774,322 | $36.34M | 13.3% | +7.0% | 1.924% | |
| 5/9/2025 | Acima Private Wealth LLC | 228,191 | $10.71M | 3.8% | -18.6% | 0.567% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,389 | $300K | 0.0% | -66.0% | 0.016% | |
| 5/8/2025 | IFG Advisory LLC | 380,106 | $17.84M | 1.0% | +2.5% | 0.944% | |
| 5/8/2025 | Elios Financial Group Inc. | 20,021 | $940K | 0.5% | +3.2% | 0.050% | |
| 5/8/2025 | Harbour Investments Inc. | 903 | $42K | 0.0% | +48.5% | 0.002% | |
| 5/8/2025 | Arkadios Wealth Advisors | 16,033 | $752K | 0.0% | +10.4% | 0.040% | |
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