| 10/7/2026 | Whitcomb & Hess Inc. | 179,106 | $12.25M | 2.6% | +0.8% | 0.857% | |
| 10/7/2026 | Lake Hills Wealth Management LLC | 53,915 | $3.69M | 1.7% | -0.5% | 0.258% | |
| 10/6/2026 | Juncture Wealth Strategies LLC | 35,751 | $2.45M | 0.6% | N/A | 0.171% | |
| 10/2/2026 | CX Institutional | 42,435 | $2.90M | 0.1% | +18.2% | 0.202% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 52,992 | $4.15M | 0.0% | -9.3% | 0.252% | |
| 9/22/2026 | Innovative Advisory Group LLC | 35,473 | $2.78M | 2.1% | N/A | 0.169% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 18,750 | $1.47M | 0.0% | +9.9% | 0.087% | |
| 9/9/2026 | RFG Advisory LLC | 3,669 | $287K | 0.0% | N/A | 0.017% | |
| 9/9/2026 | NewEdge Advisors LLC | 5,253 | $411K | 0.0% | -33.1% | 0.024% | |
| 9/9/2026 | Baird Financial Group Inc. | 3,634 | $284K | 0.0% | +13.6% | 0.017% | |
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| 8/27/2026 | Corient Private Wealth LP | 4,522 | $354K | 0.0% | N/A | 0.021% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 23,098 | $1.81M | 0.0% | +28.2% | 0.107% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 1,453 | $113K | 0.0% | +18.9% | 0.007% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 2,664 | $209K | 0.0% | N/A | 0.012% | |
| 8/21/2026 | Ewing Morris & Co. Investment Partners Ltd. | 5,223 | $411K | 0.2% | N/A | 0.024% | |
| 8/21/2026 | Symphony Financial Ltd. Co. | 2,686 | $208K | 0.0% | N/A | 0.012% | |
| 7/8/2026 | Whitcomb & Hess Inc. | 177,640 | $13.91M | 3.0% | -1.0% | 0.782% | |
| 7/2/2026 | CX Institutional | 35,888 | $2.81M | 0.1% | -0.5% | 0.158% | |
| 6/18/2026 | Western Wealth Management LLC | 5,626 | $418K | 0.0% | N/A | 0.023% | |
| 6/3/2026 | NewEdge Advisors LLC | 7,848 | $583K | 0.0% | +3.7% | 0.032% | |
| 5/29/2026 | Ipsen Advisor Group LLC | 37,105 | $2.76M | 1.9% | -3.5% | 0.151% | |
| 5/19/2026 | Western Wealth Management LLC | 5,626 | $418K | 0.0% | N/A | 0.023% | |
| 5/19/2026 | Bank of America Corp DE | 340,424 | $25.31M | 0.0% | +36.8% | 1.389% | |
| 5/19/2026 | Centaurus Financial Inc. | 5,114 | $380K | 0.0% | -3.4% | 0.021% | |
| 5/18/2026 | Royal Bank of Canada | 108,824 | $8.09M | 0.0% | +2.2% | 0.444% | |
| 5/14/2026 | Hilltop Holdings Inc. | 4,675 | $348K | 0.0% | +24.7% | 0.019% | |
| 5/14/2026 | Lido Advisors LLC | 4,286 | $319K | 0.0% | -36.5% | 0.017% | |
| 5/13/2026 | Cetera Investment Advisers | 71,800 | $5.34M | 0.0% | -21.9% | 0.293% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 9,822 | $730K | 0.5% | N/A | 0.040% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 114,403 | $8.51M | 0.0% | -61.4% | 0.467% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 2,972 | $221K | 0.0% | N/A | 0.012% | |
| 5/6/2026 | Clifford Swan Investment Counsel LLC | 2,860 | $213K | 0.0% | N/A | 0.012% | |
| 5/5/2026 | Wealthfront Advisers LLC | 39,992 | $2.97M | 0.0% | +13.1% | 0.163% | |
| 5/5/2026 | D.A. Davidson & CO. | 2,967 | $221K | 0.0% | -21.3% | 0.012% | |
| 5/5/2026 | Sanctuary Advisors LLC | 7,524 | $559K | 0.0% | +49.2% | 0.031% | |
| 5/2/2026 | International Assets Investment Management LLC | 1,118 | $83K | 0.0% | -14.3% | 0.005% | |
| 5/1/2026 | Fifth Third Bancorp | 1,639 | $122K | 0.0% | N/A | 0.007% | |
| 4/30/2026 | Kestra Advisory Services LLC | 18,359 | $1.37M | 0.0% | +6.8% | 0.078% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 3,201 | $238K | 0.0% | N/A | 0.014% | |
| 4/27/2026 | Moran Wealth Management LLC | 31,612 | $2.35M | 0.1% | -0.6% | 0.135% | |
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| 4/27/2026 | PFG Investments LLC | 5,203 | $387K | 0.0% | +2.8% | 0.022% | |
| 4/27/2026 | Private Advisor Group LLC | 12,306 | $915K | 0.0% | -51.5% | 0.052% | |
| 4/24/2026 | Key Financial Inc | 1,002 | $74K | 0.0% | -23.5% | 0.004% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 11,953 | $889K | 0.0% | +3.0% | 0.051% | |
| 4/22/2026 | Realta Investment Advisors | 1,231 | $92K | 0.0% | +26.1% | 0.005% | |
| 4/21/2026 | Armbruster Capital Management Inc. | 2,750 | $204K | 0.0% | N/A | 0.012% | |
| 4/16/2026 | SG Americas Securities LLC | 2,671 | $199K | 0.0% | N/A | 0.011% | |
| 4/16/2026 | VVR Holdings LLC | 6,527 | $485K | 0.3% | +19.1% | 0.028% | |
| 3/20/2026 | Purpose Unlimited Inc. | 24,600 | $1.60M | 0.1% | N/A | 0.105% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 6,107 | $396K | 0.0% | +5.2% | 0.026% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 451 | $29K | 0.0% | N/A | 0.002% | |
| 3/2/2026 | Wick Capital Partners LLC | 6,264 | $406K | 0.1% | N/A | 0.027% | |
| 2/20/2026 | Wick Capital Partners LLC | 9,354 | $607K | 0.0% | N/A | 0.040% | |
| 2/18/2026 | Ameriflex Group Inc. | 580 | $38K | 0.0% | -21.6% | 0.002% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 5,911 | $381K | 0.0% | +11.7% | 0.025% | |
| 2/18/2026 | VestGen Advisors LLC | 17,897 | $1.16M | 0.0% | -2.9% | 0.076% | |
| 2/18/2026 | Sona Asset Management US LLC | 31,000 | $2.01M | 0.0% | N/A | 0.132% | |
| 2/18/2026 | Quadrature Capital Ltd | 39,414 | $2.56M | 0.0% | +827.8% | 0.168% | |
| 2/18/2026 | Chicago Wealth Management Inc. | 77,716 | $5.04M | 2.0% | N/A | 0.331% | |
| 2/17/2026 | EFG International AG | 1,490 | $97K | 0.0% | N/A | 0.006% | |
| 2/17/2026 | Cetera Investment Advisers | 91,895 | $5.96M | 0.0% | +3.8% | 0.392% | |
| 2/17/2026 | Hilltop Holdings Inc. | 3,750 | $243K | 0.0% | N/A | 0.016% | |
| 2/17/2026 | Equitable Holdings Inc. | 6,609 | $429K | 0.0% | +78.0% | 0.028% | |
| 2/17/2026 | Kovack Advisors Inc. | 3,422 | $222K | 0.0% | N/A | 0.015% | |
| 2/17/2026 | Amundi | 7,295 | $473K | 0.0% | -32.7% | 0.031% | |
| 2/17/2026 | SIH Partners LLLP | 31,705 | $2.06M | 0.0% | +8.5% | 0.135% | |
| 2/17/2026 | Advisory Services Network LLC | 3,275 | $212K | 0.0% | +62.8% | 0.014% | |
| 2/17/2026 | Royal Bank of Canada | 106,465 | $6.90M | 0.0% | -14.3% | 0.454% | |
| 2/17/2026 | University of Texas Texas AM Investment Management Co. | 1,250 | $81K | 0.0% | N/A | 0.005% | |
| 2/16/2026 | Squarepoint Ops LLC | 4,594 | $298K | 0.0% | -44.9% | 0.020% | |
| 2/16/2026 | MML Investors Services LLC | 55,336 | $3.59M | 0.0% | -1.4% | 0.236% | |
| 2/16/2026 | Mariner LLC | 3,793 | $246K | 0.0% | -19.9% | 0.016% | |
| 2/16/2026 | Destination Wealth Management | 7,355 | $477K | 0.0% | -2.2% | 0.031% | |
| 2/16/2026 | Arax Advisory Partners | 5,198 | $337K | 0.0% | +698.5% | 0.022% | |
| 2/16/2026 | Barclays PLC | 6,782 | $440K | 0.0% | -75.9% | 0.029% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 5,701 | $371K | 0.1% | N/A | 0.024% | |
| 2/13/2026 | Stifel Financial Corp | 16,586 | $1.08M | 0.0% | -10.7% | 0.071% | |
| 2/13/2026 | Wells Fargo & Company MN | 94,954 | $6.16M | 0.0% | -7.6% | 0.405% | |
| 2/13/2026 | Wealthspire Advisors LLC | 7,765 | $504K | 0.0% | +2.2% | 0.033% | |
| 2/12/2026 | Federation des caisses Desjardins du Quebec | 2,292 | $149K | 0.0% | -7.1% | 0.010% | |
| 2/12/2026 | HRT Financial LP | 9,720 | $630K | 0.0% | N/A | 0.041% | |
| 2/12/2026 | Insigneo Advisory Services LLC | 4,379 | $284K | 0.0% | -44.4% | 0.019% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 48,412 | $3.14M | 0.0% | -11.0% | 0.206% | |
| 2/12/2026 | Renaissance Technologies LLC | 4,900 | $318K | 0.0% | N/A | 0.021% | |
| 2/12/2026 | Marex Group plc | 5,429 | $352K | 0.0% | N/A | 0.023% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 337,360 | $21.88M | 0.1% | -20.3% | 1.439% | |
| 2/12/2026 | Betterment LLC | 4,840 | $314K | 0.0% | +7.2% | 0.021% | |
| 2/12/2026 | Bank of Montreal Can | 265,692 | $17.23M | 0.0% | +2,888.0% | 1.133% | |
| 2/12/2026 | Kovack Advisors Inc. | 3,422 | $205K | 0.0% | N/A | 0.015% | |
| 2/12/2026 | Keel Point LLC | 3,421 | $222K | 0.0% | N/A | 0.015% | |
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Former Wall Street CEO Dylan Jovine says Elon Musk's next venture could outsize everything he's built before. It runs on an obscure AI firm Musk has relied on since 2012, supplying crucial technology to Tesla, Starlink and SpaceX. See Elon's overlooked AI stock before the October 24 deadline |
| 2/11/2026 | Picton Mahoney Asset Management | 2,400 | $156K | 0.0% | +84.6% | 0.010% | |
| 2/11/2026 | VVR Holdings LLC | 5,481 | $355K | 0.2% | N/A | 0.023% | |
| 2/11/2026 | Cerity Partners LLC | 6,301 | $409K | 0.0% | N/A | 0.027% | |
| 2/11/2026 | LPL Financial LLC | 1,239,132 | $80.37M | 0.0% | +0.1% | 5.284% | |
| 2/11/2026 | JPMorgan Chase & Co. | 64,158 | $4.16M | 0.0% | +146.9% | 0.274% | |
| 2/11/2026 | Ipsen Advisor Group LLC | 38,460 | $2.50M | 1.8% | -2.1% | 0.164% | |
| 2/11/2026 | Parallel Advisors LLC | 985 | $64K | 0.0% | +58.9% | 0.004% | |
| 2/10/2026 | Cibc World Market Inc. | 6,736 | $437K | 0.0% | +78.6% | 0.029% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 19,394 | $1.26M | 0.0% | -82.7% | 0.083% | |
| 2/10/2026 | Root Financial Partners LLC | 1,133 | $73K | 0.0% | +7,453.3% | 0.005% | |