| 8/16/2025 | Evergreen Capital Management LLC | 43,076 | $4.33M | 0.1% | +2.8% | 0.814% | |
| 8/15/2025 | Manatuck Hill Partners LLC | 65,000 | $6.54M | 2.5% | N/A | 1.229% | |
| 8/15/2025 | IHT Wealth Management LLC | 18,608 | $1.87M | 0.1% | +263.9% | 0.352% | |
| 8/15/2025 | Eschler Asset Management LLP | 3,000 | $302K | 0.2% | N/A | 0.057% | |
| 8/15/2025 | Benjamin Edwards Inc. | 2,920 | $294K | 0.0% | N/A | 0.055% | |
| 8/15/2025 | BNP Paribas Financial Markets | 38,617 | $3.89M | 0.0% | +17.9% | 0.730% | |
| 8/15/2025 | Bank of America Corp DE | 125,787 | $12.66M | 0.0% | +389.6% | 2.378% | |
| 8/14/2025 | Jane Street Group LLC | 37,002 | $3.72M | 0.0% | +1,424.0% | 0.699% | |
| 8/14/2025 | Raymond James Financial Inc. | 16,857 | $1.70M | 0.0% | -28.6% | 0.319% | |
| 8/13/2025 | Quadrature Capital Ltd | 27,030 | $2.72M | 0.0% | +50.7% | 0.511% | |
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| 8/12/2025 | Steward Partners Investment Advisory LLC | 750 | $75K | 0.0% | -11.8% | 0.014% | |
| 8/12/2025 | Intellus Advisors LLC | 13,762 | $1.39M | 0.2% | N/A | 0.260% | |
| 8/12/2025 | JPMorgan Chase & Co. | 55,069 | $5.54M | 0.0% | -54.8% | 1.041% | |
| 8/8/2025 | Cetera Investment Advisers | 9,862 | $992K | 0.0% | +134.9% | 0.192% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 3,200 | $322K | 0.0% | N/A | 0.062% | |
| 8/4/2025 | AMG National Trust Bank | 3,301 | $332K | 0.0% | -27.7% | 0.064% | |
| 8/1/2025 | Solstein Capital LLC | 3,895 | $392K | 0.2% | N/A | 0.076% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 5,060 | $509K | 0.0% | +22.6% | 0.098% | |
| 7/31/2025 | Anthracite Investment Company Inc. | 19,000 | $1.91M | 1.0% | +18.8% | 0.370% | |
| 7/31/2025 | Linden Thomas Advisory Services LLC | 6,309 | $635K | 0.1% | +73.9% | 0.123% | |
| 7/28/2025 | Mutual Advisors LLC | 4,529 | $506K | 0.0% | +27.1% | 0.088% | |
| 7/22/2025 | Belpointe Asset Management LLC | 20,981 | $2.11M | 0.1% | N/A | 0.408% | |
| 7/21/2025 | Fortis Capital Advisors LLC | 20,981 | $2.11M | 0.4% | N/A | 0.408% | |
| 7/17/2025 | HB Wealth Management LLC | 2,095 | $211K | 0.0% | N/A | 0.041% | |
| 7/15/2025 | Alhambra Investment Management LLC | 15,838 | $1.59M | 0.8% | N/A | 0.308% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 3,618 | $376K | 0.0% | -14.9% | 0.073% | |
| 7/8/2025 | Gradient Investments LLC | 41,129 | $4.14M | 0.1% | +9.9% | 0.825% | |
| 7/3/2025 | Arvest Investments Inc. | 20,879 | $2.10M | 0.3% | -2.0% | 0.419% | |
| 5/22/2025 | Mattson Financial Services LLC | 279 | $25K | 0.0% | N/A | 0.007% | |
| 5/19/2025 | Jane Street Group LLC | 2,428 | $220K | 0.0% | -95.0% | 0.062% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,374 | $758K | 0.0% | +10,367.5% | 0.215% | |
| 5/15/2025 | Royal Bank of Canada | 12,597 | $1.14M | 0.0% | -3.4% | 0.324% | |
| 5/15/2025 | Evergreen Capital Management LLC | 41,902 | $3.79M | 0.1% | -6.1% | 1.077% | |
| 5/14/2025 | Napa Wealth Management | 5,690 | $515K | 0.3% | N/A | 0.146% | |
| 5/12/2025 | Private Wealth Advisors LLC | 12,204 | $1.11M | 0.4% | +2.2% | 0.314% | |
| 5/12/2025 | National Bank of Canada FI | 6,293 | $570K | 0.0% | +15.1% | 0.162% | |
| 5/7/2025 | LPL Financial LLC | 43,080 | $3.90M | 0.0% | +15.1% | 1.107% | |
| 5/6/2025 | Cetera Investment Advisers | 4,198 | $380K | 0.0% | +26.8% | 0.108% | |
| 4/30/2025 | Linden Thomas Advisory Services LLC | 3,628 | $329K | 0.0% | +14.2% | 0.093% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 4,126 | $374K | 0.0% | -73.7% | 0.106% | |
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| 4/29/2025 | SMART Wealth LLC | 2,888 | $262K | 0.1% | -14.3% | 0.074% | |
| 4/28/2025 | Rossby Financial LCC | 2,000 | $172K | 0.1% | N/A | 0.051% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,250 | $385K | 0.0% | -3.3% | 0.104% | |
| 4/15/2025 | Arvest Investments Inc. | 21,303 | $1.93M | 0.3% | -1.0% | 0.520% | |
| 4/14/2025 | IMC Chicago LLC | 31,764 | $2.88M | 0.0% | N/A | 0.775% | |
| 4/9/2025 | Gradient Investments LLC | 37,410 | $3.39M | 0.1% | -1.4% | 0.912% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 4,397 | $367K | 0.0% | +36.9% | 0.117% | |
| 3/5/2025 | Copley Financial Group Inc. | 9,968 | $833K | 0.6% | N/A | 0.256% | |
| 2/17/2025 | Cetera Investment Advisers | 3,312 | $277K | 0.0% | -7.1% | 0.125% | |
| 2/17/2025 | Captrust Financial Advisors | 2,830 | $236K | 0.0% | N/A | 0.107% | |
| 2/17/2025 | Citadel Advisors LLC | 18,148 | $1.52M | 0.0% | N/A | 0.685% | |
| 2/17/2025 | Bank of America Corp DE | 27,539 | $2.30M | 0.0% | +16.7% | 1.039% | |
| 2/17/2025 | BNP Paribas Financial Markets | 1,455 | $122K | 0.0% | N/A | 0.055% | |
| 2/14/2025 | Jane Street Group LLC | 48,688 | $4.07M | 0.0% | +332.7% | 1.837% | |
| 2/14/2025 | IHT Wealth Management LLC | 2,472 | $206K | 0.0% | N/A | 0.093% | |
| 2/13/2025 | Evergreen Capital Management LLC | 44,609 | $3.73M | 0.1% | +2.7% | 1.683% | |
| 2/13/2025 | Raymond James Financial Inc. | 20,223 | $1.69M | 0.0% | N/A | 0.763% | |
| 2/13/2025 | Renaissance Technologies LLC | 8,864 | $740K | 0.0% | N/A | 0.334% | |
| 2/13/2025 | Trek Financial LLC | 94,462 | $7.89M | 0.6% | +11.6% | 3.565% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 15,672 | $1.31M | 0.0% | +25.8% | 0.591% | |
| 2/13/2025 | Wells Fargo & Company MN | 18,312 | $1.53M | 0.0% | +4.9% | 0.691% | |
| 2/12/2025 | National Bank of Canada FI | 5,468 | $457K | 0.0% | -2.1% | 0.206% | |
| 2/12/2025 | JPMorgan Chase & Co. | 45,894 | $3.83M | 0.0% | +243.3% | 1.732% | |
| 2/12/2025 | Anthracite Investment Company Inc. | 16,000 | $1.34M | 0.5% | N/A | 0.604% | |
| 2/11/2025 | LPL Financial LLC | 37,432 | $3.13M | 0.0% | +90.6% | 1.413% | |
| 2/11/2025 | Arvest Investments Inc. | 21,511 | $1.80M | 0.3% | -3.9% | 0.812% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 4,357 | $364K | 0.0% | -4.1% | 0.164% | |
| 2/7/2025 | Larson Financial Group LLC | 604 | $50K | 0.0% | +516.3% | 0.023% | |
| 2/7/2025 | AMG National Trust Bank | 4,565 | $378K | 0.0% | -20.4% | 0.172% | |
| 2/6/2025 | Raymond James Financial Inc. | 20,223 | $1.69M | 0.0% | N/A | 0.763% | |
| 1/28/2025 | SMART Wealth LLC | 3,371 | $282K | 0.1% | N/A | 0.127% | |
| 1/21/2025 | Linden Thomas Advisory Services LLC | 3,178 | $265K | 0.0% | +17.2% | 0.120% | |
| 1/21/2025 | Gradient Investments LLC | 37,937 | $3.17M | 0.1% | N/A | 1.432% | |
| 12/26/2024 | JPMorgan Chase & Co. | 13,367 | $1.23M | 0.0% | -11.2% | 0.504% | |
| 11/15/2024 | National Bank of Canada FI | 5,585 | $512K | 0.0% | -27.4% | 0.211% | |
| 11/15/2024 | Jane Street Group LLC | 11,251 | $1.03M | 0.0% | N/A | 0.425% | |
| 11/7/2024 | AMG National Trust Bank | 5,734 | $526K | 0.0% | -5.3% | 0.216% | |
| 11/5/2024 | Private Wealth Advisors LLC | 23,147 | $2.13M | 0.8% | N/A | 0.873% | |
| 11/4/2024 | Arvest Investments Inc. | 22,385 | $2.05M | 0.3% | +23.4% | 0.845% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,211 | $294K | 0.0% | -19.4% | 0.121% | |
| 10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 1,000 | $93K | 0.0% | -33.3% | 0.038% | |
| 10/3/2024 | SG Americas Securities LLC | 13,777 | $1.26M | 0.0% | +3.8% | 0.520% | |
| 8/15/2024 | Scientech Research LLC | 2,375 | $212K | 0.0% | N/A | 0.090% | |
| 8/14/2024 | Evergreen Capital Management LLC | 40,828 | $3.64M | 0.1% | N/A | 1.541% | |
| 8/6/2024 | X Square Capital LLC | 2,260 | $201K | 0.1% | N/A | 0.085% | |
| 8/3/2024 | National Bank of Canada FI | 7,692 | $686K | 0.0% | +129.7% | 0.290% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 4,184 | $373K | 0.0% | +74.0% | 0.158% | |
| 7/25/2024 | AMG National Trust Bank | 6,058 | $540K | 0.0% | -8.8% | 0.229% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 3,984 | $355K | 0.0% | N/A | 0.150% | |
| 7/12/2024 | SG Americas Securities LLC | 13,277 | $1.18M | 0.0% | +539.2% | 0.501% | |
Could This Be the End of Retirement Worries? (Ad) Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities.
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| 7/10/2024 | Linden Thomas Advisory Services LLC | 2,485 | $221K | 0.0% | +5.5% | 0.094% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 5,977 | $559K | 0.2% | +5.8% | 0.226% | |
| 4/24/2024 | U S Global Investors Inc. | 400 | $37K | 0.0% | N/A | 0.016% | |
| 4/19/2024 | Arvest Investments Inc. | 18,855 | $1.76M | 0.3% | +2.3% | 0.770% | |
| 2/13/2024 | Belpointe Asset Management LLC | 5,651 | $571K | 0.1% | -13.5% | 0.290% | |
| 2/12/2024 | Fortis Capital Advisors LLC | 5,651 | $571K | 0.3% | -13.5% | 0.290% | |
| 2/8/2024 | AMG National Trust Bank | 7,086 | $716K | 0.0% | -16.3% | 0.363% | |
| 2/6/2024 | Spire Wealth Management | 299 | $30K | 0.0% | +273.8% | 0.015% | |
| 1/24/2024 | Arvest Investments Inc. | 18,436 | $1.86M | 0.3% | N/A | 0.945% | |
| 1/12/2024 | FNY Investment Advisers LLC | 850 | $85K | 0.1% | N/A | 0.044% | |
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