| 8/8/2025 | Cetera Investment Advisers | 75,508 | $3.55M | 0.0% | -8.1% | 1.258% | |
| 8/5/2025 | Arrowroot Family Office LLC | 17,363 | $816K | 0.4% | N/A | 0.289% | |
| 8/4/2025 | Atria Investments Inc | 4,273 | $201K | 0.0% | -89.7% | 0.071% | |
| 8/1/2025 | Zhang Financial LLC | 4,314 | $203K | 0.0% | N/A | 0.072% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 119,540 | $5.62M | 0.0% | -13.0% | 1.992% | |
| 7/30/2025 | Nottingham Advisors Inc. | 36,543 | $1.72M | 0.3% | +3.9% | 0.609% | |
| 7/29/2025 | Swmg LLC | 9,604 | $450K | 0.2% | -16.0% | 0.160% | |
| 7/28/2025 | Mutual Advisors LLC | 16,666 | $780K | 0.0% | +10.0% | 0.278% | |
| 7/28/2025 | RMR Capital Management LLC | 18,121 | $852K | 0.6% | +2.8% | 0.302% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 59,879 | $2.81M | 0.0% | -13.0% | 1.302% | |
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| 7/15/2025 | Sheets Smith Wealth Management | 9,490 | $446K | 0.1% | -17.4% | 0.206% | |
| 7/11/2025 | Farther Finance Advisors LLC | 17,491 | $822K | 0.0% | -17.3% | 0.380% | |
| 7/1/2025 | Confluence Investment Management LLC | 79,826 | $3.75M | 0.1% | -89.4% | 1.754% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 10,929 | $505K | 0.0% | +61.7% | 0.240% | |
| 5/14/2025 | Comerica Bank | 16,024 | $740K | 0.0% | -7.6% | 0.352% | |
| 5/14/2025 | Laffer Tengler Investments Inc. | 20,012 | $925K | 0.2% | +48.5% | 0.440% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 9,102 | $421K | 0.0% | +100.0% | 0.200% | |
| 5/14/2025 | Andina Capital Management LLC | 52,513 | $2.43M | 1.7% | -1.9% | 1.154% | |
| 5/12/2025 | Benjamin Edwards Inc. | 1,821,330 | $84.16M | 1.2% | +2.7% | 40.029% | |
| 5/7/2025 | LPL Financial LLC | 30,340 | $1.40M | 0.0% | +5.8% | 0.667% | |
| 5/7/2025 | Municipal Employees Retirement System of Michigan | 38,566 | $1.78M | 0.0% | -11.8% | 0.848% | |
| 5/6/2025 | Cetera Investment Advisers | 82,167 | $3.80M | 0.0% | +180.6% | 1.806% | |
| 5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 218,948 | $10.12M | 0.0% | +1.2% | 4.812% | |
| 5/5/2025 | IFP Advisors Inc | 2,500 | $116K | 0.0% | -28.6% | 0.055% | |
| 5/2/2025 | Victory Capital Management Inc. | 321,500 | $14.86M | 0.0% | -2.7% | 7.066% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 137,390 | $6.35M | 0.0% | +19.7% | 3.020% | |
| 4/29/2025 | Bank of New York Mellon Corp | 11,954 | $552K | 0.0% | -13.3% | 0.263% | |
| 4/28/2025 | Mutual Advisors LLC | 15,147 | $698K | 0.0% | -37.5% | 0.177% | |
| 4/28/2025 | Swmg LLC | 11,438 | $527K | 0.2% | -54.3% | 0.134% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 68,861 | $3.18M | 0.0% | +30.7% | 0.805% | |
| 4/17/2025 | North Star Investment Management Corp. | 554 | $26K | 0.0% | N/A | 0.006% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 12,639 | $568K | 0.1% | +6.0% | 0.148% | |
| 4/14/2025 | Farther Finance Advisors LLC | 21,147 | $975K | 0.0% | -11.0% | 0.247% | |
| 4/10/2025 | Heritage Family Offices LLP | 15,232 | $704K | 0.4% | +41.9% | 0.178% | |
| 4/9/2025 | NBC Securities Inc. | 1,382 | $63K | 0.0% | +138,100.0% | 0.016% | |
| 4/1/2025 | Confluence Investment Management LLC | 752,841 | $34.79M | 0.5% | +2.0% | 8.805% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 6,758 | $311K | 0.0% | -36.6% | 0.081% | |
| 2/17/2025 | Visionary Wealth Advisors | 45,125 | $2.08M | 0.1% | +4.9% | 0.540% | |
| 2/17/2025 | Cetera Investment Advisers | 29,281 | $1.35M | 0.0% | +8.7% | 0.351% | |
| 2/17/2025 | Bank of America Corp DE | 2,233 | $103K | 0.0% | -87.4% | 0.027% | |
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| 2/17/2025 | Benjamin Edwards Inc. | 1,773,681 | $81.59M | 1.2% | -4.2% | 21.242% | |
| 2/17/2025 | Arrowroot Family Office LLC | 26,160 | $1.20M | 0.6% | +12.1% | 0.313% | |
| 2/14/2025 | Jane Street Group LLC | 20,636 | $949K | 0.0% | -72.6% | 0.247% | |
| 2/14/2025 | Stifel Financial Corp | 2,264,803 | $104.18M | 0.1% | -5.8% | 27.123% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 38,994 | $1.81M | 0.1% | -1.5% | 0.467% | |
| 2/13/2025 | Mariner LLC | 5,032 | $231K | 0.0% | N/A | 0.060% | |
| 2/13/2025 | Zuckerman Investment Group LLC | 15,205 | $705K | 0.1% | +6.3% | 0.182% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 114,732 | $5.28M | 0.0% | +3.2% | 1.374% | |
| 2/12/2025 | Nottingham Advisors Inc. | 35,304 | $1.62M | 0.2% | +3.0% | 0.423% | |
| 2/12/2025 | JPMorgan Chase & Co. | 874 | $40K | 0.0% | N/A | 0.010% | |
| 2/11/2025 | LPL Financial LLC | 28,685 | $1.32M | 0.0% | -1.9% | 0.344% | |
| 2/10/2025 | Harbour Investments Inc. | 700 | $32K | 0.0% | -60.3% | 0.008% | |
| 2/10/2025 | Municipal Employees Retirement System of Michigan | 43,716 | $2.01M | 0.0% | +53.3% | 0.524% | |
| 2/10/2025 | Farther Finance Advisors LLC | 23,749 | $1.09M | 0.0% | -3.3% | 0.284% | |
| 2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 216,300 | $10.98M | 0.0% | +7.4% | 2.590% | |
| 2/6/2025 | Atria Investments Inc | 37,251 | $1.71M | 0.0% | -15.6% | 0.446% | |
| 2/6/2025 | Laffer Tengler Investments Inc. | 13,479 | $620K | 0.1% | +9.5% | 0.161% | |
| 2/6/2025 | Victory Capital Management Inc. | 330,500 | $15.20M | 0.0% | +3,205.0% | 3.958% | |
| 2/4/2025 | Bank of New York Mellon Corp | 13,783 | $634K | 0.0% | +30.2% | 0.165% | |
| 1/31/2025 | Partners Capital Investment Group LLP | 4,551 | $209K | 0.0% | -50.0% | 0.055% | |
| 1/23/2025 | Swmg LLC | 25,055 | $1.16M | 0.5% | -4.2% | 0.300% | |
| 1/23/2025 | RMR Capital Management LLC | 17,626 | $811K | 0.6% | N/A | 0.211% | |
| 1/21/2025 | Andina Capital Management LLC | 53,551 | $2.46M | 2.0% | +40.5% | 0.641% | |
| 1/17/2025 | Mutual Advisors LLC | 24,244 | $1.12M | 0.0% | +11.4% | 0.290% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 52,704 | $2.42M | 0.0% | +17.5% | 0.631% | |
| 1/17/2025 | Sheets Smith Wealth Management | 11,490 | $529K | 0.1% | -8.0% | 0.138% | |
| 1/14/2025 | Heritage Family Offices LLP | 10,731 | $494K | 0.2% | +11.4% | 0.129% | |
| 1/14/2025 | Fiduciary Financial Group LLC | 11,919 | $547K | 0.1% | +18.1% | 0.143% | |
| 1/2/2025 | Confluence Investment Management LLC | 738,106 | $33.95M | 0.5% | -3.2% | 8.840% | |
| 11/15/2024 | Jane Street Group LLC | 75,419 | $3.57M | 0.0% | +80.9% | 0.903% | |
| 11/15/2024 | Stifel Financial Corp | 2,403,739 | $113.82M | 0.1% | -17.8% | 28.787% | |
| 11/15/2024 | Swmg LLC | 26,163 | $1.22M | 0.5% | -28.1% | 0.313% | |
| 11/15/2024 | Arrowroot Family Office LLC | 23,330 | $1.11M | 0.6% | +16.4% | 0.279% | |
| 11/15/2024 | Benjamin Edwards Inc. | 1,852,092 | $87.70M | 1.3% | +1,065.1% | 22.181% | |
| 11/14/2024 | WFA of San Diego LLC | 4,719 | $223K | 0.2% | +5.9% | 0.057% | |
| 11/4/2024 | Laffer Tengler Investments Inc. | 12,315 | $583K | 0.1% | -23.0% | 0.147% | |
| 11/1/2024 | Atria Investments Inc | 44,115 | $2.09M | 0.0% | -20.2% | 0.528% | |
| 10/31/2024 | Confluence Investment Management LLC | 762,116 | $36.09M | 0.5% | -17.0% | 9.127% | |
| 10/29/2024 | Confluence Wealth Services Inc. | 11,950 | $566K | 0.0% | -69.1% | 0.143% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 44,836 | $2.12M | 0.0% | +83.6% | 0.537% | |
| 10/29/2024 | Farther Finance Advisors LLC | 24,554 | $1.16M | 0.0% | N/A | 0.294% | |
| 10/25/2024 | Andina Capital Management LLC | 38,123 | $1.81M | 1.4% | +26.8% | 0.457% | |
| 10/23/2024 | CENTRAL TRUST Co | 974 | $46K | 0.0% | N/A | 0.012% | |
| 10/16/2024 | Nottingham Advisors Inc. | 34,260 | $1.62M | 0.2% | +16.4% | 0.410% | |
| 10/16/2024 | Heritage Family Offices LLP | 9,630 | $456K | 0.2% | -4.0% | 0.115% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 39,582 | $1.87M | 0.1% | +3.5% | 0.474% | |
| 8/22/2024 | Cetera Investment Advisers | 32,924 | $1.52M | 0.0% | +5.0% | 0.394% | |
| 8/13/2024 | Benjamin Edwards Inc. | 158,964 | $7.32M | 1.4% | +3.8% | 1.904% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 2,013,076 | $92.64M | 1.6% | +11.0% | 24.109% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 128,875 | $5.93M | 0.0% | +173.2% | 1.543% | |
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. |
| 8/3/2024 | Nottingham Advisors Inc. | 29,425 | $1.35M | 0.2% | +14.4% | 0.352% | |
| 7/31/2024 | Confluence Wealth Services Inc. | 38,630 | $1.78M | 0.1% | +130.3% | 0.463% | |
| 7/30/2024 | Heritage Family Offices LLP | 10,029 | $462K | 0.3% | N/A | 0.120% | |
| 7/23/2024 | Concourse Financial Group Securities Inc. | 38,234 | $1.76M | 0.1% | N/A | 0.458% | |
| 7/18/2024 | Fiduciary Financial Group LLC | 10,018 | $466K | 0.1% | N/A | 0.120% | |
| 7/16/2024 | Andina Capital Management LLC | 30,076 | $1.38M | 1.0% | N/A | 0.360% | |
| 7/12/2024 | Columbus Macro LLC | 19,163 | $883K | 0.3% | -2.3% | 0.229% | |
| 7/1/2024 | Confluence Investment Management LLC | 918,439 | $42.27M | 0.6% | +13.9% | 10.999% | |
| 6/20/2024 | HM Payson & Co. | 42,208 | $1.95M | 0.0% | N/A | 0.505% | |
| 5/24/2024 | Cetera Advisors LLC | 9,940 | $460K | 0.0% | +32.8% | 0.119% | |
