| 5/21/2025 | McAdam LLC | 60,291 | $1.93M | 0.1% | -24.0% | 0.311% | |
| 5/20/2025 | Belpointe Asset Management LLC | 16,567 | $529K | 0.0% | +161.4% | 0.085% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 8,771 | $280K | 0.1% | N/A | 0.045% | |
| 5/20/2025 | Focus Partners Wealth | 12,217 | $390K | 0.0% | -28.1% | 0.063% | |
| 5/19/2025 | Jane Street Group LLC | 67,100 | $2.15M | 0.0% | -17.7% | 0.346% | |
| 5/16/2025 | Ascent Group LLC | 15,991 | $511K | 0.0% | -8.8% | 0.082% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 52,668 | $1.68M | 0.1% | +14.6% | 0.271% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 36,507 | $1.17M | 0.0% | N/A | 0.188% | |
| 5/16/2025 | Jones Financial Companies Lllp | 21,438 | $685K | 0.0% | +595.1% | 0.111% | |
| 5/15/2025 | Royal Bank of Canada | 19,671 | $628K | 0.0% | +49.2% | 0.101% | |
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| 5/15/2025 | Betterment LLC | 12,735 | $407K | 0.0% | +19.7% | 0.066% | |
| 5/14/2025 | CreativeOne Wealth LLC | 27,825 | $889K | 0.0% | +6.3% | 0.143% | |
| 5/14/2025 | Freedom Investment Management Inc. | 18,587 | $594K | 0.0% | +21.2% | 0.096% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 2,268 | $73K | 0.0% | +49.8% | 0.012% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 30,623 | $979K | 0.0% | +24.1% | 0.158% | |
| 5/14/2025 | CW Advisors LLC | 21,633 | $692K | 0.0% | +5.2% | 0.112% | |
| 5/14/2025 | Flow Traders U.S. LLC | 49,818 | $1.59M | 0.1% | -53.1% | 0.257% | |
| 5/14/2025 | Capital Analysts LLC | 8,106 | $259K | 0.0% | +16.0% | 0.042% | |
| 5/14/2025 | Wellington Management Group LLP | 22,857 | $731K | 0.0% | -27.4% | 0.118% | |
| 5/13/2025 | Mill Creek Capital Advisors LLC | 47,111 | $1.51M | 0.0% | +35.4% | 0.243% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 1,562 | $50K | 0.1% | +49.8% | 0.008% | |
| 5/13/2025 | HighTower Advisors LLC | 39,660 | $1.27M | 0.0% | +7.1% | 0.204% | |
| 5/12/2025 | Independent Advisor Alliance | 20,214 | $646K | 0.0% | +13.1% | 0.104% | |
| 5/12/2025 | Townsquare Capital LLC | 244,422 | $7.81M | 0.1% | -0.5% | 1.260% | |
| 5/12/2025 | Alesco Advisors LLC | 29,373 | $939K | 0.0% | -6.4% | 0.151% | |
| 5/9/2025 | Wealthspire Advisors LLC | 17,543 | $561K | 0.0% | -18.7% | 0.090% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 6,689 | $214K | 0.0% | -86.9% | 0.034% | |
| 5/9/2025 | Probity Advisors Inc. | 28,352 | $906K | 0.2% | -4.2% | 0.146% | |
| 5/9/2025 | Blair William & Co. IL | 23,970 | $766K | 0.0% | -7.6% | 0.124% | |
| 5/9/2025 | Novus Advisors LLC | 18,405 | $588K | 0.6% | +1.8% | 0.095% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 117,866 | $3.77M | 0.0% | -5.8% | 0.608% | |
| 5/8/2025 | TIAA Trust National Association | 229,895 | $7.35M | 0.0% | -2.7% | 1.185% | |
| 5/8/2025 | Commerce Bank | 256,432 | $8.20M | 0.1% | -19.9% | 1.322% | |
| 5/8/2025 | FSB Premier Wealth Management Inc. | 22,967 | $734K | 0.3% | -1.5% | 0.118% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 342,048 | $10.93M | 0.8% | +3.6% | 1.763% | |
| 5/7/2025 | Eagle Bluffs Wealth Management LLC | 99,876 | $3.19M | 1.7% | -0.5% | 0.515% | |
| 5/7/2025 | LPL Financial LLC | 1,117,365 | $35.71M | 0.0% | +4.4% | 5.760% | |
| 5/7/2025 | Trilogy Capital Inc. | 22,126 | $707K | 0.0% | -78.3% | 0.114% | |
| 5/6/2025 | Assetmark Inc. | 541,253 | $17.30M | 0.0% | -5.7% | 2.790% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 6,995 | $223K | 0.1% | -28.9% | 0.036% | |
[Wanted] 250 intrepid souls (Ad) He Called this 106X Opportunity Before Reddit… and Before Elon Musk
Before GameStop rocketed up to 10,633, Jonathan Rose saw something strange: A sudden surge in options volume — thousands of contracts flooding in. The money hit deep inside the CBOE before Reddit posts created the short squeeze and before Elon's tweet sent GameStop flying. Jonathan calls it the "Big-Money Tell," and it's flagged dozens of big trade opportunities including: 462.5% in C3.ai, 245.13% in Criteo, and 39.46% in Roku. And these are just some of the gains the "tell" has identified. Even better: He says the next big set-up could be forming right now. And there's still time for you to get in before it kicks off as soon as seven days from now. Click here for the details from Jonathan himself. |
| 5/6/2025 | Cetera Investment Advisers | 530,052 | $16.94M | 0.0% | +4.7% | 2.732% | |
| 5/6/2025 | Lifeworks Advisors LLC | 9,153 | $293K | 0.0% | -10.2% | 0.047% | |
| 5/6/2025 | AE Wealth Management LLC | 36,181 | $1.16M | 0.0% | +13.6% | 0.187% | |
| 5/6/2025 | Efficient Advisors LLC | 16,081 | $514K | 0.0% | -25.6% | 0.083% | |
| 5/6/2025 | Accredited Investors Inc. | 42,965 | $1.37M | 0.1% | -3.0% | 0.221% | |
| 5/5/2025 | Csenge Advisory Group | 16,988 | $553K | 0.0% | -4.2% | 0.088% | |
| 5/5/2025 | Private Advisor Group LLC | 135,584 | $4.33M | 0.0% | -2.9% | 0.699% | |
| 5/5/2025 | JMG Financial Group Ltd. | 6,329 | $202K | 0.0% | N/A | 0.033% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 283,469 | $9.06M | 0.1% | -2.3% | 1.461% | |
| 5/2/2025 | BIP Wealth LLC | 112,888 | $3.61M | 0.2% | +3.2% | 0.582% | |
| 5/2/2025 | Bryn Mawr Capital Management LLC | 39,842 | $1.27M | 0.1% | +3.4% | 0.205% | |
| 5/2/2025 | Larson Financial Group LLC | 13,391 | $428K | 0.0% | -18.3% | 0.069% | |
| 5/2/2025 | Landmark Wealth Management LLC | 10,037 | $321K | 0.1% | -9.2% | 0.052% | |
| 5/2/2025 | Apollon Wealth Management LLC | 15,225 | $487K | 0.0% | -10.1% | 0.078% | |
| 5/1/2025 | Asset Dedication LLC | 9,844 | $315K | 0.0% | -4.8% | 0.051% | |
| 5/1/2025 | CWM LLC | 2,987 | $95K | 0.0% | +12.5% | 0.015% | |
| 5/1/2025 | Omega Financial Group LLC | 6,364 | $203K | 0.1% | N/A | 0.033% | |
| 5/1/2025 | Austin Wealth Management LLC | 19,911 | $664K | 0.1% | -3.6% | 0.103% | |
| 4/30/2025 | Cerity Partners LLC | 182,932 | $5.85M | 0.0% | -1.1% | 0.943% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 18,370 | $587K | 0.0% | -5.8% | 0.095% | |
| 4/29/2025 | Raleigh Capital Management Inc. | 32,324 | $1.03M | 0.5% | +6.0% | 0.167% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 868,643 | $27.76M | 0.0% | +4.3% | 4.478% | |
| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 117,373 | $3.75M | 2.2% | -3.0% | 0.605% | |
| 4/24/2025 | Kraft Davis & Associates LLC | 28,832 | $952K | 0.3% | N/A | 0.149% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 7,741 | $247K | 0.0% | N/A | 0.040% | |
| 4/23/2025 | Pure Financial Advisors LLC | 90,110 | $2.88M | 0.1% | +2.9% | 0.464% | |
| 4/23/2025 | Spire Wealth Management | 31,591 | $1.01M | 0.0% | +2.1% | 0.163% | |
| 4/23/2025 | Walkner Condon Financial Advisors LLC | 28,826 | $921K | 0.2% | -73.0% | 0.149% | |
| 4/23/2025 | Valmark Advisers Inc. | 42,517 | $1.36M | 0.0% | +3.3% | 0.219% | |
| 4/23/2025 | Crewe Advisors LLC | 1,904 | $61K | 0.0% | -32.1% | 0.010% | |
| 4/22/2025 | Aspire Private Capital LLC | 78,114 | $2.50M | 0.6% | -7.4% | 0.403% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 477,749 | $15.27M | 0.1% | +5.8% | 2.463% | |
| 4/21/2025 | Aspiriant LLC | 6,294 | $201K | 0.0% | N/A | 0.032% | |
| 4/17/2025 | Mission Wealth Management LP | 76,366 | $2.44M | 0.1% | -1.4% | 0.394% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 11,250 | $360K | 0.5% | N/A | 0.058% | |
| 4/17/2025 | Total Clarity Wealth Management Inc. | 41,951 | $1.30M | 0.4% | -0.8% | 0.216% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,465 | $782K | 0.0% | -9.3% | 0.126% | |
| 4/16/2025 | RTD Financial Advisors Inc. | 131,615 | $4.21M | 0.6% | -0.6% | 0.678% | |
| 4/15/2025 | Corrigan Financial Inc. | 296,834 | $9.49M | 2.0% | -0.6% | 1.530% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 56,431 | $1.80M | 0.0% | -2.0% | 0.291% | |
| 4/14/2025 | International Private Wealth Advisors LLC | 11,370 | $363K | 0.3% | +9.4% | 0.059% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,345 | $107K | 0.0% | -29.9% | 0.017% | |
| 4/14/2025 | Portside Wealth Group LLC | 19,720 | $630K | 0.1% | +7.6% | 0.102% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 11,531 | $369K | 0.1% | -3.1% | 0.059% | |
| 4/14/2025 | Park Avenue Securities LLC | 211,349 | $6.76M | 0.1% | +3.4% | 1.089% | |
| 4/14/2025 | Upper Left Wealth Management LLC | 33,433 | $1.07M | 0.8% | -1.7% | 0.172% | |
| 4/14/2025 | LexAurum Advisors LLC | 6,388 | $204K | 0.0% | N/A | 0.033% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 54,677 | $1.75M | 0.2% | +7.2% | 0.282% | |
| 4/10/2025 | Portside Wealth Group LLC | 18,328 | $568K | 0.1% | +5.5% | 0.094% | |
| 4/10/2025 | Iams Wealth Management LLC | 7,999 | $256K | 0.1% | -5.1% | 0.041% | |
[Wanted] 250 intrepid souls (Ad) He Called this 106X Opportunity Before Reddit… and Before Elon Musk
Before GameStop rocketed up to 10,633, Jonathan Rose saw something strange: A sudden surge in options volume — thousands of contracts flooding in. The money hit deep inside the CBOE before Reddit posts created the short squeeze and before Elon's tweet sent GameStop flying. Jonathan calls it the "Big-Money Tell," and it's flagged dozens of big trade opportunities including: 462.5% in C3.ai, 245.13% in Criteo, and 39.46% in Roku. And these are just some of the gains the "tell" has identified. Even better: He says the next big set-up could be forming right now. And there's still time for you to get in before it kicks off as soon as seven days from now. Click here for the details from Jonathan himself. |
| 4/8/2025 | Global Financial Private Client LLC | 14,545 | $465K | 0.2% | +3.3% | 0.075% | |
| 3/28/2025 | Berkeley Inc | 6,661 | $206K | 0.1% | -50.8% | 0.034% | |
| 3/24/2025 | Wellington Management Group LLP | 31,468 | $975K | 0.0% | -15.0% | 0.159% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 898 | $28K | 0.0% | N/A | 0.005% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,985 | $836K | 0.0% | -8.5% | 0.136% | |
| 3/5/2025 | Probity Advisors Inc. | 29,589 | $917K | 0.2% | -7.2% | 0.149% | |
| 2/17/2025 | Sentinus LLC | 19,647 | $609K | 0.2% | +401.2% | 0.099% | |
| 2/17/2025 | Focus Partners Wealth | 17,001 | $527K | 0.0% | -12.3% | 0.086% | |
| 2/17/2025 | Cetera Investment Advisers | 506,074 | $15.68M | 0.0% | +0.1% | 2.556% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 32,407 | $1.00M | 0.0% | N/A | 0.164% | |
