8/6/2025 | Entrewealth LLC | 114,060 | $6.10M | 4.2% | +4.2% | 3.240% | |
8/1/2025 | Envestnet Asset Management Inc. | 10,500 | $561K | 0.0% | -27.3% | 0.298% | |
7/31/2025 | Moloney Securities Asset Management LLC | 45,375 | $2.43M | 0.3% | -1.8% | 1.289% | |
7/30/2025 | Mid American Wealth Advisory Group Inc. | 9,610 | $514K | 0.2% | +73.0% | 0.273% | |
7/28/2025 | EQ Wealth Advisors LLC | 3,188 | $170K | 0.1% | +7.6% | 0.091% | |
7/24/2025 | Williams & Novak LLC | 146,331 | $7.82M | 6.7% | +1.7% | 4.157% | |
7/18/2025 | Financial Consulate Inc. | 63,537 | $3.40M | 0.7% | N/A | 1.805% | |
7/8/2025 | Baker Ellis Asset Management LLC | 228,618 | $12.22M | 1.7% | -0.3% | 6.685% | |
5/16/2025 | Goldman Sachs Group Inc. | 54,234 | $2.72M | 0.0% | +30.0% | 1.586% | |
5/16/2025 | Integrated Wealth Concepts LLC | 7,973 | $400K | 0.0% | +8.2% | 0.233% | |
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5/15/2025 | Royal Bank of Canada | 22,975 | $1.15M | 0.0% | +382,816.7% | 0.672% | |
5/14/2025 | Entrewealth LLC | 109,449 | $5.50M | 4.2% | +4.1% | 3.200% | |
5/14/2025 | PKS Advisory Services LLC | 6,409 | $322K | 0.1% | -59.8% | 0.187% | |
5/8/2025 | Schiavi & Co LLC | 1,341,467 | $67.37M | 24.7% | -1.5% | 39.224% | |
5/8/2025 | Marshall Investment Management LLC | 78,445 | $3.94M | 2.4% | -27.2% | 2.294% | |
5/6/2025 | Cetera Investment Advisers | 22,426 | $1.13M | 0.0% | +14.0% | 0.656% | |
5/1/2025 | Austin Wealth Management LLC | 567,144 | $27.53M | 5.5% | +0.8% | 16.583% | |
4/30/2025 | Moloney Securities Asset Management LLC | 46,205 | $2.32M | 0.3% | -1.1% | 1.351% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,450 | $726K | 0.0% | -12.0% | 0.423% | |
4/23/2025 | EQ Wealth Advisors LLC | 2,962 | $149K | 0.1% | N/A | 0.087% | |
4/15/2025 | Baker Ellis Asset Management LLC | 229,198 | $11.51M | 1.7% | -1.0% | 6.702% | |
4/9/2025 | Mid American Wealth Advisory Group Inc. | 5,555 | $279K | 0.1% | N/A | 0.162% | |
2/18/2025 | Sunbelt Securities Inc. | 849 | $42K | 0.0% | +55.8% | 0.027% | |
2/17/2025 | Quantinno Capital Management LP | 5,693 | $282K | 0.0% | -29.9% | 0.182% | |
2/17/2025 | Cetera Investment Advisers | 19,677 | $976K | 0.0% | +35.6% | 0.631% | |
2/14/2025 | Integrated Wealth Concepts LLC | 7,371 | $366K | 0.0% | +55.2% | 0.236% | |
2/14/2025 | Susquehanna International Group LLP | 39,145 | $1.94M | 0.0% | -18.2% | 1.255% | |
2/13/2025 | Capital Square LLC | 19,604 | $1.02M | 0.6% | +70.3% | 0.628% | |
2/13/2025 | Schiavi & Co LLC | 1,361,835 | $67.53M | 26.4% | +2.6% | 43.649% | |
2/13/2025 | Raymond James Financial Inc. | 28,616 | $1.42M | 0.0% | N/A | 0.917% | |
2/12/2025 | JPMorgan Chase & Co. | 25,229 | $1.25M | 0.0% | -19.6% | 0.809% | |
2/12/2025 | PKS Advisory Services LLC | 15,938 | $790K | 0.2% | N/A | 0.511% | |
2/10/2025 | Entrewealth LLC | 105,161 | $5.27M | 4.9% | N/A | 3.371% | |
2/10/2025 | Austin Wealth Management LLC | 562,707 | $28.61M | 5.9% | -0.2% | 18.035% | |
2/6/2025 | Raymond James Financial Inc. | 28,616 | $1.42M | 0.0% | N/A | 0.917% | |
2/4/2025 | Marshall Investment Management LLC | 107,778 | $5.40M | 3.2% | N/A | 3.454% | |
1/28/2025 | Moloney Securities Asset Management LLC | 46,737 | $2.32M | 0.3% | +1.3% | 1.498% | |
1/23/2025 | Williams & Novak LLC | 135,145 | $6.70M | 6.5% | +0.3% | 4.332% | |
1/17/2025 | Janney Montgomery Scott LLC | 17,013 | $844K | 0.0% | N/A | 0.545% | |
1/17/2025 | Baker Ellis Asset Management LLC | 231,578 | $11.48M | 1.7% | +7.4% | 7.422% | |
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12/26/2024 | JPMorgan Chase & Co. | 31,386 | $1.59M | 0.0% | -35.9% | 1.006% | |
11/15/2024 | MML Investors Services LLC | 16,393 | $829K | 0.0% | -17.5% | 0.525% | |
11/15/2024 | Quantinno Capital Management LP | 8,117 | $411K | 0.0% | N/A | 0.260% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,749 | $240K | 0.0% | N/A | 0.152% | |
11/13/2024 | Capital Square LLC | 11,509 | $582K | 0.4% | N/A | 0.369% | |
10/30/2024 | Moloney Securities Asset Management LLC | 46,115 | $2.33M | 0.3% | -1.2% | 1.478% | |
10/28/2024 | Austin Wealth Management LLC | 563,788 | $28.16M | 6.2% | +2.9% | 18.070% | |
10/8/2024 | Williams & Novak LLC | 134,707 | $6.82M | 6.4% | -1.9% | 4.318% | |
8/8/2024 | Schiavi & Co LLC | 1,313,907 | $62.30M | 24.4% | -1.4% | 42.112% | |
7/31/2024 | Austin Wealth Management LLC | 548,021 | $26.33M | 6.2% | +0.7% | 17.565% | |
7/12/2024 | Williams & Novak LLC | 137,361 | $6.51M | 6.1% | -1.5% | 4.403% | |
7/9/2024 | Baker Ellis Asset Management LLC | 220,307 | $10.45M | 1.6% | +0.5% | 7.061% | |
5/23/2024 | Austin Wealth Management LLC | 544,283 | $25.35M | 6.3% | +0.0% | 17.445% | |
5/2/2024 | Moloney Securities Asset Management LLC | 46,836 | $2.21M | 0.3% | -4.5% | 1.455% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 29,526 | $1.39M | 0.0% | +24.6% | 0.946% | |
4/17/2024 | Baker Ellis Asset Management LLC | 219,104 | $10.34M | 1.5% | +6.3% | 7.023% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 137,231 | $6.47M | 0.2% | +0.2% | 4.398% | |
2/21/2024 | Austin Wealth Management LLC | 544,033 | $24.12M | 6.5% | +0.8% | 16.895% | |
2/8/2024 | Schiavi & Co LLC | 1,334,911 | $55.91M | 23.2% | -7.0% | 41.457% | |
1/26/2024 | Williams & Novak LLC | 139,484 | $5.84M | 6.6% | N/A | 4.332% | |
1/23/2024 | Baker Ellis Asset Management LLC | 206,060 | $8.63M | 1.4% | -2.3% | 6.399% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,696 | $992K | 0.0% | N/A | 0.736% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 136,896 | $5.67M | 0.2% | -7.4% | 4.251% | |
12/5/2023 | Austin Wealth Management LLC | 539,716 | $21.35M | 6.6% | N/A | 16.761% | |
11/1/2023 | Orion Portfolio Solutions LLC | 22,351 | $857K | 0.0% | -50.0% | 0.694% | |
10/27/2023 | Schiavi & Co LLC | 1,435,354 | $55.04M | 23.3% | +0.1% | 44.576% | |
10/24/2023 | Baker Ellis Asset Management LLC | 211,010 | $8.09M | 1.5% | -0.7% | 6.553% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 50,092 | $1.92M | 0.0% | -25.1% | 1.556% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 147,801 | $5.67M | 0.3% | +5.3% | 4.590% | |
8/9/2023 | Baker Ellis Asset Management LLC | 212,494 | $8.39M | 1.4% | +0.3% | 6.599% | |
8/7/2023 | Schiavi & Co LLC | 1,434,587 | $56.62M | 23.5% | +2.7% | 44.552% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 140,299 | $5.54M | 0.3% | N/A | 4.357% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 66,881 | $2.64M | 0.0% | -66.9% | 2.077% | |
5/12/2023 | Moloney Securities Asset Management LLC | 45,276 | $1.73M | 0.3% | -2.7% | 1.406% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 202,322 | $7.74M | 0.0% | -25.1% | 6.283% | |
5/8/2023 | Baker Ellis Asset Management LLC | 211,841 | $8.11M | 1.5% | +4.2% | 6.579% | |
5/3/2023 | Schiavi & Co LLC | 1,396,198 | $53.44M | 23.1% | +7.9% | 43.360% | |
2/13/2023 | Atria Wealth Solutions Inc. | 125,685 | $4.82M | 0.1% | +7.2% | 4.162% | |
2/10/2023 | Schiavi & Co LLC | 1,293,484 | $49.30M | 31.3% | -1.2% | 42.831% | |
2/9/2023 | Baker Ellis Asset Management LLC | 203,236 | $7.75M | 1.5% | -3.3% | 6.730% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 270,088 | $10.30M | 0.1% | +80.5% | 8.943% | |
2/7/2023 | IFP Advisors Inc | 8,925 | $252K | 0.0% | +50.0% | 0.296% | |
1/30/2023 | Moloney Securities Asset Management LLC | 46,555 | $1.77M | 0.4% | -0.6% | 1.542% | |
11/15/2022 | Baker Ellis Asset Management LLC | 210,076 | $7.19M | 1.6% | +4.0% | 7.194% | |
11/8/2022 | Schiavi & Co LLC | 1,308,611 | $44.79M | 32.4% | +0.6% | 44.815% | |
11/1/2022 | Brinker Capital Investments LLC | 22,351 | $765K | 0.0% | N/A | 0.765% | |
10/31/2022 | Moloney Securities Asset Management LLC | 46,828 | $1.60M | 0.4% | -3.2% | 1.604% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 149,672 | $5.12M | 0.0% | +81.9% | 5.126% | |
8/15/2022 | Atria Wealth Solutions Inc. | 71,699 | $2.60M | 0.0% | +562.3% | 2.636% | |
8/10/2022 | Schiavi & Co LLC | 1,300,394 | $47.07M | 34.7% | +4.1% | 47.809% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
8/3/2022 | Moloney Securities Asset Management LLC | 48,381 | $1.75M | 0.4% | -0.9% | 1.847% | |
7/22/2022 | Baker Ellis Asset Management LLC | 201,956 | $7.31M | 1.5% | +5.2% | 7.708% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 82,286 | $2.98M | 0.0% | N/A | 3.141% | |
5/10/2022 | Moloney Securities Asset Management LLC | 48,813 | $2.02M | 0.4% | -2.0% | 2.199% | |
5/4/2022 | Baker Ellis Asset Management LLC | 192,040 | $7.93M | 1.4% | +14.5% | 8.650% | |
5/2/2022 | Schiavi & Co LLC | 1,248,673 | $51.59M | 37.9% | -1.0% | 56.247% | |
2/7/2022 | Schiavi & Co LLC | 1,260,927 | $52.13M | 39.2% | +3.6% | 59.478% | |
1/28/2022 | Moloney Securities Asset Management LLC | 49,817 | $2.06M | 0.3% | -0.7% | 2.350% | |
1/28/2022 | WBI Investments Inc. | 5,005 | $205K | 0.0% | N/A | 0.236% | |
1/27/2022 | Baker Ellis Asset Management LLC | 167,721 | $6.93M | 1.2% | +2.6% | 7.911% | |