| 8/22/2025 | TT Capital Management LLC | 187,658 | $9.76M | 3.2% | N/A | 0.972% | |
| 8/15/2025 | Blue Edge Capital LLC | 69,532 | $3.66M | 0.5% | -3.5% | 0.360% | |
| 8/15/2025 | Corient Private Wealth LLC | 148,381 | $7.81M | 0.0% | +15.1% | 0.769% | |
| 8/15/2025 | Prevail Innovative Wealth Advisors LLC | 41,657 | $2.19M | 0.5% | N/A | 0.216% | |
| 8/15/2025 | Hilton Capital Management LLC | 16,635 | $875K | 0.1% | N/A | 0.086% | |
| 8/14/2025 | Jane Street Group LLC | 63,762 | $3.36M | 0.0% | -68.2% | 0.330% | |
| 8/14/2025 | Raymond James Financial Inc. | 60,226 | $3.17M | 0.0% | +1,313.8% | 0.312% | |
| 8/14/2025 | Transamerica Financial Advisors LLC | 60,818 | $3.20M | 0.3% | +16.9% | 0.315% | |
| 8/14/2025 | NewEdge Advisors LLC | 25,238 | $1.33M | 0.0% | -4.8% | 0.131% | |
| 8/13/2025 | CW Advisors LLC | 2,281,029 | $120.03M | 1.2% | +41.6% | 11.819% | |
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| 8/13/2025 | Greenwich Wealth Management LLC | 165,408 | $8.70M | 0.4% | +149.9% | 0.857% | |
| 8/12/2025 | One Charles Private Wealth Services LLC | 84,845 | $4.47M | 1.3% | +24.3% | 0.440% | |
| 8/12/2025 | MAI Capital Management | 75,103 | $3.95M | 0.0% | +21.2% | 0.389% | |
| 8/12/2025 | Weaver Consulting Group | 16,456 | $866K | 0.2% | +38.9% | 0.093% | |
| 8/12/2025 | Kensington Asset Management LLC | 375,115 | $19.74M | 1.5% | +74.4% | 2.125% | |
| 8/8/2025 | Advisory Resource Group | 263,888 | $13.89M | 2.7% | +4.0% | 1.495% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 14,412 | $758K | 0.6% | +31.2% | 0.082% | |
| 8/6/2025 | AE Wealth Management LLC | 189,939 | $10.00M | 0.1% | +16.8% | 1.076% | |
| 8/6/2025 | Sage Advisory Services Ltd.Co. | 43,946 | $2.31M | 1.3% | N/A | 0.249% | |
| 8/6/2025 | Blue Investment Partners LLC | 63,924 | $3.36M | 1.2% | +2.6% | 0.362% | |
| 8/5/2025 | Bank of New York Mellon Corp | 132,242 | $6.96M | 0.0% | +20.4% | 0.749% | |
| 8/5/2025 | MMA Asset Management LLC | 23,659 | $1.25M | 0.5% | N/A | 0.134% | |
| 8/4/2025 | Bridgewealth Advisory Group LLC | 13,527 | $712K | 0.2% | N/A | 0.077% | |
| 8/4/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 23,387 | $1.23M | 0.2% | N/A | 0.133% | |
| 8/4/2025 | Tradewinds LLC. | 47,020 | $2.47M | 1.9% | N/A | 0.266% | |
| 8/4/2025 | Atria Investments Inc | 81,175 | $4.27M | 0.1% | N/A | 0.460% | |
| 8/4/2025 | Grant Street Asset Management Inc. | 806,602 | $42.44M | 9.6% | +4.9% | 4.570% | |
| 8/4/2025 | Buck Wealth Strategies LLC | 163,805 | $8.62M | 1.3% | +0.9% | 0.928% | |
| 8/4/2025 | Waterfront Wealth Inc. | 108,874 | $5.73M | 1.3% | +6.2% | 0.617% | |
| 8/4/2025 | Whalen Wealth Management Inc. | 85,912 | $4.52M | 2.8% | +61.7% | 0.487% | |
| 8/4/2025 | Quaker Wealth Management LLC | 243,234 | $12.80M | 4.3% | -202.0% | 1.378% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 74,007 | $3.89M | 0.0% | +1.5% | 0.419% | |
| 7/31/2025 | Leavell Investment Management Inc. | 13,534 | $712K | 0.0% | +7.6% | 0.077% | |
| 7/31/2025 | Guardian Financial Partners LLC | 316,151 | $16.64M | 7.5% | +7.0% | 1.791% | |
| 7/30/2025 | Nottingham Advisors Inc. | 349,359 | $18.38M | 2.7% | -6.5% | 1.979% | |
| 7/28/2025 | Courier Capital LLC | 99,055 | $5.21M | 0.3% | +15.8% | 0.561% | |
| 7/28/2025 | Cornerstone Wealth Group LLC | 113,549 | $5.98M | 0.4% | +1.2% | 0.643% | |
| 7/25/2025 | Community Bank N.A. | 12,843 | $676K | 0.1% | +12.9% | 0.073% | |
| 7/25/2025 | Apollon Wealth Management LLC | 107,639 | $5.66M | 0.1% | -10.0% | 0.610% | |
| 7/23/2025 | Castle Rock Wealth Management LLC | 49,925 | $2.62M | 0.6% | N/A | 0.283% | |
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| 7/23/2025 | WESPAC Advisors LLC | 23,084 | $1.22M | 0.8% | +7.5% | 0.131% | |
| 7/23/2025 | Traphagen Investment Advisors LLC | 437,176 | $23.00M | 2.2% | N/A | 2.477% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 140,119 | $7.37M | 2.2% | N/A | 0.794% | |
| 7/22/2025 | Belpointe Asset Management LLC | 7,201 | $379K | 0.0% | +51.0% | 0.041% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 55,952 | $2.94M | 0.1% | +1.3% | 0.317% | |
| 7/18/2025 | QTR Family Wealth LLC | 27,790 | $1.46M | 0.9% | -6.3% | 0.158% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 29,823 | $1.57M | 1.2% | +111.9% | 0.170% | |
| 7/18/2025 | Truist Financial Corp | 117,192 | $6.17M | 0.0% | +13.9% | 0.683% | |
| 7/17/2025 | HB Wealth Management LLC | 34,368 | $1.81M | 0.0% | -1.8% | 0.200% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 12,230 | $644K | 0.0% | +5.5% | 0.071% | |
| 7/17/2025 | Beacon Capital Management LLC | 1,412 | $74K | 0.0% | +11,666.7% | 0.008% | |
| 7/16/2025 | Magnus Financial Group LLC | 60,266 | $3.17M | 0.3% | +11.9% | 0.351% | |
| 7/15/2025 | StoneCrest Wealth Management Inc. | 95,885 | $5.05M | 2.4% | +61.2% | 0.559% | |
| 7/15/2025 | Hidden Cove Wealth Management LLC | 112,195 | $5.90M | 4.3% | +48.8% | 0.654% | |
| 7/14/2025 | Financial Enhancement Group LLC | 468,769 | $24.51M | 3.5% | -1.1% | 2.741% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 61,413 | $3.23M | 1.5% | +10.0% | 0.359% | |
| 7/11/2025 | Annex Advisory Services LLC | 6,737 | $355K | 0.0% | -18.8% | 0.040% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,280 | $120K | 0.0% | -81.0% | 0.014% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,003,479 | $52.48M | 0.1% | -3.2% | 5.955% | |
| 7/9/2025 | Channel Wealth LLC | 67,145 | $3.53M | 1.0% | +74.3% | 0.398% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 17,082 | $894K | 0.2% | -3.0% | 0.101% | |
| 7/9/2025 | Seneca House Advisors | 72,269 | $3.80M | 1.6% | N/A | 0.429% | |
| 7/9/2025 | Epiq Partners LLC | 190,807 | $10.04M | 5.1% | +5.1% | 1.132% | |
| 7/9/2025 | Bulwark Capital Corp | 19,399 | $1.02M | 0.9% | N/A | 0.115% | |
| 7/8/2025 | Atwood & Palmer Inc. | 648,789 | $34.14M | 2.1% | +44.4% | 3.897% | |
| 7/8/2025 | Gradient Investments LLC | 4,376 | $230K | 0.0% | -64.0% | 0.026% | |
| 7/2/2025 | Crumly & Associates Inc. | 195,268 | $10.28M | 2.5% | +10.2% | 1.202% | |
| 7/1/2025 | Harbor Investment Advisory LLC | 25,987 | $1.37M | 0.1% | +94.6% | 0.160% | |
| 5/22/2025 | Mattson Financial Services LLC | 646 | $34K | 0.0% | -98.7% | 0.005% | |
| 5/20/2025 | Belpointe Asset Management LLC | 4,769 | $250K | 0.0% | N/A | 0.036% | |
| 5/20/2025 | Flaharty Asset Management LLC | 354,211 | $18.54M | 2.7% | +9.4% | 2.673% | |
| 5/19/2025 | Jane Street Group LLC | 200,768 | $10.51M | 0.0% | +2,946.1% | 1.515% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 729,605 | $38.20M | 0.0% | +143.8% | 4.490% | |
| 5/16/2025 | NewEdge Advisors LLC | 26,523 | $1.39M | 0.0% | +25.0% | 0.200% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 5,875 | $308K | 0.0% | N/A | 0.044% | |
| 5/15/2025 | MAI Capital Management | 61,951 | $3.24M | 0.0% | +26.2% | 0.468% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 52,026 | $2.72M | 0.3% | +26.4% | 0.393% | |
| 5/14/2025 | Jane Street Group LLC | 200,768 | $10.51M | 0.0% | +2,946.1% | 1.515% | |
| 5/14/2025 | Compound Planning Inc. | 10,335 | $541K | 0.0% | N/A | 0.078% | |
| 5/14/2025 | CW Advisors LLC | 1,611,023 | $84.34M | 1.0% | +58.0% | 12.159% | |
| 5/14/2025 | Flow Traders U.S. LLC | 14,646 | $767K | 0.0% | +147.1% | 0.111% | |
| 5/14/2025 | Blue Investment Partners LLC | 62,330 | $3.26M | 1.2% | +5.5% | 0.470% | |
| 5/13/2025 | Blue Edge Capital LLC | 72,072 | $3.77M | 0.6% | N/A | 0.544% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 799,032 | $41.83M | 0.2% | +25.9% | 6.030% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 9,361 | $490K | 0.1% | -95.2% | 0.071% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 10,988 | $575K | 0.6% | -6.6% | 0.083% | |
| 5/7/2025 | Nottingham Advisors Inc. | 373,805 | $19.57M | 2.9% | -12.0% | 2.821% | |
| 5/7/2025 | LPL Financial LLC | 257,533 | $13.48M | 0.0% | +132.0% | 1.944% | |
| 5/7/2025 | HB Wealth Management LLC | 34,991 | $1.83M | 0.0% | N/A | 0.264% | |
| 5/6/2025 | AE Wealth Management LLC | 162,630 | $8.51M | 0.1% | +23.4% | 1.227% | |
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Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
| 5/2/2025 | Grant Street Asset Management Inc. | 768,662 | $40.24M | 9.8% | N/A | 5.801% | |
| 5/2/2025 | Apollon Wealth Management LLC | 119,543 | $6.26M | 0.1% | +22.0% | 0.902% | |
| 5/1/2025 | WESPAC Advisors LLC | 21,482 | $1.13M | 0.9% | N/A | 0.160% | |
| 4/30/2025 | Leavell Investment Management Inc. | 12,580 | $659K | 0.0% | +30.9% | 0.094% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 72,916 | $3.82M | 0.0% | -2.4% | 0.542% | |
| 4/29/2025 | Bank of New York Mellon Corp | 109,855 | $5.75M | 0.0% | -2.8% | 0.817% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 30,025 | $1.57M | 0.1% | +109.3% | 0.223% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 11,807 | $618K | 0.0% | +51.3% | 0.088% | |
| 4/28/2025 | Weaver Consulting Group | 11,850 | $620K | 0.2% | +182.1% | 0.088% | |
| 4/25/2025 | Waterfront Wealth Inc. | 102,496 | $5.37M | 1.3% | +130.2% | 0.762% | |
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