| 5/20/2025 | Belpointe Asset Management LLC | 6,096 | $323K | 0.0% | -92.5% | 0.022% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 3,426,423 | $181.46M | 0.0% | -0.5% | 12.551% | |
| 5/16/2025 | Jones Financial Companies Lllp | 7,371 | $390K | 0.0% | +731.0% | 0.027% | |
| 5/16/2025 | NewEdge Advisors LLC | 6,519 | $345K | 0.0% | -19.0% | 0.024% | |
| 5/16/2025 | Millennium Management LLC | 433,405 | $22.95M | 0.0% | +20.4% | 1.588% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 38,310 | $2.03M | 0.0% | +8.5% | 0.140% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 561,714 | $29.75M | 0.5% | +115.2% | 2.058% | |
| 5/15/2025 | EP Wealth Advisors LLC | 3,565 | $189K | 0.0% | -9.0% | 0.013% | |
| 5/15/2025 | Royal Bank of Canada | 134,749 | $7.14M | 0.0% | -13.4% | 0.494% | |
| 5/15/2025 | MAI Capital Management | 13,791 | $730K | 0.0% | -13.2% | 0.051% | |
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| 5/15/2025 | DRW Securities LLC | 105,009 | $5.56M | 0.2% | N/A | 0.385% | |
| 5/15/2025 | Baird Financial Group Inc. | 31,925 | $1.69M | 0.0% | -2.4% | 0.117% | |
| 5/15/2025 | Trexquant Investment LP | 5,941 | $315K | 0.0% | N/A | 0.022% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 7,340 | $389K | 0.2% | +16.6% | 0.027% | |
| 5/14/2025 | Synovus Financial Corp | 4,373 | $232K | 0.0% | -6.0% | 0.016% | |
| 5/14/2025 | Quantitative Investment Management LLC | 21,883 | $1.16M | 0.1% | N/A | 0.080% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 18,979 | $1.01M | 0.0% | +169.3% | 0.070% | |
| 5/14/2025 | Alaska Permanent Fund Corp | 102,000 | $5.16M | 0.1% | -33.3% | 0.374% | |
| 5/14/2025 | Summit Financial LLC | 12,310 | $652K | 0.0% | +3.0% | 0.045% | |
| 5/14/2025 | GM Advisory Group LLC | 40,059 | $2.12M | 0.1% | +95.2% | 0.147% | |
| 5/14/2025 | Garda Capital Partners LP | 18,421 | $976K | 0.0% | N/A | 0.067% | |
| 5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 7,914 | $416K | 0.0% | -44.3% | 0.029% | |
| 5/14/2025 | Hsbc Holdings PLC | 20,030 | $1.06M | 0.0% | N/A | 0.073% | |
| 5/13/2025 | Raymond James Financial Inc. | 230,824 | $12.22M | 0.0% | +9.3% | 0.846% | |
| 5/13/2025 | Cowa LLC | 8,314 | $440K | 0.2% | -4.3% | 0.030% | |
| 5/13/2025 | Tlwm | 323,717 | $17.14M | 3.4% | +0.5% | 1.186% | |
| 5/13/2025 | HighTower Advisors LLC | 10,228 | $542K | 0.0% | +10.0% | 0.037% | |
| 5/12/2025 | Cobblestone Capital Advisors LLC NY | 10,750 | $569K | 0.0% | -6.5% | 0.039% | |
| 5/12/2025 | Simplex Trading LLC | 105,468 | $5.59M | 0.0% | +57.4% | 0.357% | |
| 5/12/2025 | Pandora Wealth Inc. | 700 | $37K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | National Bank of Canada FI | 8,949 | $474K | 0.0% | -2.5% | 0.030% | |
| 5/12/2025 | Citigroup Inc. | 131,827 | $6.98M | 0.0% | +357.8% | 0.446% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 16,478 | $873K | 0.1% | -94.1% | 0.056% | |
| 5/9/2025 | Evolution Wealth Advisors LLC | 53,022 | $2.81M | 0.5% | -0.7% | 0.179% | |
| 5/9/2025 | Wharton Business Group LLC | 406,051 | $21.56M | 1.0% | -0.9% | 1.374% | |
| 5/9/2025 | Wealthspire Advisors LLC | 6,584 | $349K | 0.0% | -25.4% | 0.022% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 370,386 | $19.62M | 0.0% | +1.7% | 1.253% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 64,990 | $3.44M | 0.1% | +9.9% | 0.220% | |
| 5/8/2025 | ProVise Management Group LLC | 200,148 | $10.60M | 0.9% | +5.5% | 0.677% | |
| 5/8/2025 | Jefferies Financial Group Inc. | 25,000 | $1.32M | 0.0% | -89.7% | 0.085% | |
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| 5/8/2025 | US Bancorp DE | 1,065 | $56K | 0.0% | +43.9% | 0.004% | |
| 5/8/2025 | XTX Topco Ltd | 3,857 | $204K | 0.0% | N/A | 0.013% | |
| 5/8/2025 | Nan Fung Trinity HK Ltd. | 388,500 | $20.58M | 3.3% | N/A | 1.315% | |
| 5/7/2025 | LPL Financial LLC | 413,564 | $21.90M | 0.0% | +9.8% | 1.400% | |
| 5/7/2025 | Kapitalo Investimentos Ltda | 478,000 | $25.32M | 5.1% | N/A | 1.618% | |
| 5/7/2025 | TD Asset Management Inc | 143,300 | $7.59M | 0.0% | N/A | 0.485% | |
| 5/6/2025 | Assetmark Inc. | 7,390 | $391K | 0.0% | +33.6% | 0.025% | |
| 5/6/2025 | Cetera Investment Advisers | 30,959 | $1.64M | 0.0% | +34.4% | 0.105% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 9,688 | $513K | 0.0% | +10.8% | 0.033% | |
| 5/6/2025 | Arlington Capital Management Inc. | 28,159 | $1.49M | 1.1% | N/A | 0.095% | |
| 5/6/2025 | Madison Asset Management LLC | 397,809 | $21.07M | 0.2% | +52.8% | 1.346% | |
| 5/5/2025 | IFP Advisors Inc | 4,700 | $249K | 0.0% | -6.0% | 0.016% | |
| 5/5/2025 | Calton & Associates Inc. | 1,480 | $78K | 0.0% | -87.4% | 0.005% | |
| 5/5/2025 | Private Advisor Group LLC | 29,393 | $1.56M | 0.0% | -16.3% | 0.099% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 5,560 | $294K | 0.1% | -46.8% | 0.019% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 7,912 | $419K | 0.1% | -20.6% | 0.027% | |
| 5/2/2025 | Wealthfront Advisers LLC | 7,094 | $376K | 0.0% | -41.8% | 0.024% | |
| 5/2/2025 | Castlekeep Investment Advisors LLC | 180,611 | $9.57M | 4.9% | +94.5% | 0.611% | |
| 4/30/2025 | Cerity Partners LLC | 5,052 | $268K | 0.0% | -14.9% | 0.017% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 23,483 | $1.24M | 0.0% | +2.2% | 0.079% | |
| 4/29/2025 | Riggs Asset Managment Co. Inc. | 23,557 | $1.25M | 0.4% | N/A | 0.080% | |
| 4/29/2025 | Simmons Bank | 9,165 | $485K | 0.0% | -21.4% | 0.031% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 4,562 | $242K | 0.0% | -19.0% | 0.015% | |
| 4/25/2025 | Essex Financial Services Inc. | 4,197 | $222K | 0.0% | -19.2% | 0.014% | |
| 4/24/2025 | Total Wealth Planning & Management Inc. | 8,637 | $457K | 0.4% | +7.2% | 0.029% | |
| 4/23/2025 | Golden State Wealth Management LLC | 600 | $32K | 0.0% | +100.0% | 0.002% | |
| 4/23/2025 | Fourth Dimension Wealth LLC | 1,724 | $91K | 0.0% | -93.6% | 0.006% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,969 | $528K | 0.0% | -85.1% | 0.034% | |
| 4/21/2025 | Provident Wealth Management LLC | 1,250 | $66K | 0.0% | N/A | 0.004% | |
| 4/21/2025 | Janney Capital Management LLC | 351,444 | $18.61M | 1.3% | -2.6% | 1.189% | |
| 4/17/2025 | Vicus Capital | 55,878 | $2.96M | 0.3% | +7.1% | 0.147% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 16,991 | $900K | 0.0% | -4.3% | 0.045% | |
| 4/17/2025 | American Institute for Advanced Investment Management LLP | 4,000 | $212K | 0.2% | -38.8% | 0.011% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,545 | $347K | 0.0% | +16.0% | 0.017% | |
| 4/15/2025 | Fifth Third Bancorp | 2,847 | $151K | 0.0% | -8.0% | 0.008% | |
| 4/15/2025 | CX Institutional | 2,170 | $115K | 0.0% | N/A | 0.006% | |
| 4/15/2025 | SG Americas Securities LLC | 8,221 | $435K | 0.0% | -36.8% | 0.022% | |
| 4/15/2025 | Ibex Wealth Advisors | 28,996 | $1.54M | 0.2% | -4.4% | 0.077% | |
| 4/14/2025 | Farther Finance Advisors LLC | 3,545 | $187K | 0.0% | +7.4% | 0.009% | |
| 4/14/2025 | IMC Chicago LLC | 14,830 | $785K | 0.0% | N/A | 0.039% | |
| 4/11/2025 | Magnus Financial Group LLC | 6,289 | $333K | 0.0% | +21.7% | 0.017% | |
| 4/9/2025 | NBC Securities Inc. | 1,254 | $66K | 0.0% | +125,300.0% | 0.003% | |
| 4/8/2025 | Rothschild Investment LLC | 1,365 | $72K | 0.0% | +21.3% | 0.004% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,643 | $313K | 0.0% | -5.4% | 0.013% | |
| 2/28/2025 | Total Wealth Planning & Management Inc. | 8,055 | $447K | 0.4% | N/A | 0.017% | |
| 2/25/2025 | Heck Capital Advisors LLC | 925 | $51K | 0.0% | N/A | 0.002% | |
| 2/20/2025 | Forum Financial Management LP | 16,979 | $942K | 0.0% | N/A | 0.058% | |
| 2/20/2025 | Castlekeep Investment Advisors LLC | 92,849 | $5.15M | 0.8% | N/A | 0.316% | |
| 2/19/2025 | North Star Asset Management Inc. | 9,772 | $542K | 0.0% | -4.9% | 0.033% | |
| 2/18/2025 | GTS Securities LLC | 4,400 | $244K | 0.0% | -128.8% | 0.015% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
| 2/18/2025 | Fourth Dimension Wealth LLC | 26,749 | $1.48M | 0.8% | N/A | 0.091% | |
| 2/18/2025 | Pettinga Financial Advisors LLC | 10,460 | $580K | 0.1% | -2.8% | 0.036% | |
| 2/17/2025 | Ulysses Management LLC | 19,000 | $1.05M | 0.2% | N/A | 0.065% | |
| 2/17/2025 | Two Sigma Investments LP | 37,240 | $2.07M | 0.0% | -86.6% | 0.127% | |
| 2/17/2025 | OMERS ADMINISTRATION Corp | 28,700 | $1.59M | 0.0% | N/A | 0.098% | |
| 2/17/2025 | Millennium Management LLC | 360,001 | $19.97M | 0.0% | +181.4% | 1.227% | |
| 2/17/2025 | Jefferies Financial Group Inc. | 242,783 | $13.47M | 0.1% | N/A | 0.513% | |
| 2/17/2025 | Crestline Management LP | 95,916 | $5.32M | 0.2% | N/A | 0.327% | |
| 2/17/2025 | Cetera Investment Advisers | 23,042 | $1.28M | 0.0% | -65.3% | 0.079% | |
| 2/17/2025 | Cercano Management LLC | 65,601 | $3.64M | 0.1% | N/A | 0.224% | |
