8/8/2025 | Collaborative Wealth Managment Inc. | 7,093 | $227K | 0.1% | N/A | 0.095% | |
8/8/2025 | Cetera Investment Advisers | 181,006 | $5.80M | 0.0% | +28.3% | 2.413% | |
8/8/2025 | Creative Planning | 27,098 | $868K | 0.0% | +82.2% | 0.361% | |
8/8/2025 | Compass Financial Services Inc | 123,480 | $3.96M | 1.9% | +4,786.4% | 1.646% | |
8/7/2025 | CENTRAL TRUST Co | 104,939 | $3.36M | 0.1% | +20.7% | 1.399% | |
8/4/2025 | Kovack Advisors Inc. | 8,832 | $283K | 0.0% | +18.0% | 0.118% | |
8/4/2025 | Arkadios Wealth Advisors | 20,342 | $652K | 0.0% | +7.8% | 0.271% | |
8/1/2025 | Envestnet Asset Management Inc. | 36,604 | $1.17M | 0.0% | -46.4% | 0.488% | |
7/31/2025 | Opes Wealth Management LLC | 106,731 | $3.42M | 0.6% | +5.1% | 1.423% | |
7/30/2025 | Castle Wealth Management LLC | 251,640 | $8.06M | 2.9% | +7.1% | 3.355% | |
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7/25/2025 | CWM LLC | 1,248 | $40K | 0.0% | N/A | 0.017% | |
7/25/2025 | Apollon Wealth Management LLC | 11,221 | $360K | 0.0% | +51.5% | 0.150% | |
7/23/2025 | REAP Financial Group LLC | 2,859 | $92K | 0.0% | -13.6% | 0.038% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,000 | $96K | 0.0% | N/A | 0.040% | |
7/17/2025 | HB Wealth Management LLC | 7,131 | $229K | 0.0% | -36.5% | 0.095% | |
7/10/2025 | Trust Point Inc. | 361,053 | $11.57M | 1.1% | +26.8% | 4.814% | |
7/8/2025 | Granite Bay Wealth Management LLC | 193,765 | $6.21M | 2.0% | +11.9% | 2.584% | |
6/10/2025 | Compass Financial Services Inc | 2,527 | $79K | 0.0% | N/A | 0.033% | |
5/19/2025 | Jane Street Group LLC | 25,676 | $800K | 0.0% | N/A | 0.327% | |
5/15/2025 | Royal Bank of Canada | 14,092 | $439K | 0.0% | -20.2% | 0.180% | |
5/14/2025 | WCG Wealth Advisors LLC | 37,826 | $1.18M | 0.1% | +68.4% | 0.482% | |
5/14/2025 | Smartleaf Asset Management LLC | 17,876 | $555K | 0.1% | +518.1% | 0.228% | |
5/13/2025 | Raymond James Financial Inc. | 166,883 | $5.20M | 0.0% | +23.0% | 2.126% | |
5/13/2025 | HighTower Advisors LLC | 9,164 | $285K | 0.0% | -123.4% | 0.117% | |
5/9/2025 | Solutions 4 Wealth Ltd | 154,914 | $4.82M | 8.5% | +30.0% | 1.973% | |
5/9/2025 | Tidemark LLC | 14,982 | $467K | 0.2% | +218.0% | 0.191% | |
5/9/2025 | Atlantic Private Wealth LLC | 8,793 | $274K | 0.2% | -11.3% | 0.112% | |
5/9/2025 | Cary Street Partners Financial LLC | 1,032,167 | $32.14M | 1.0% | +456.9% | 13.149% | |
5/8/2025 | Harbour Investments Inc. | 10,702 | $333K | 0.0% | +21.0% | 0.136% | |
5/8/2025 | Arkadios Wealth Advisors | 18,870 | $588K | 0.0% | +41.8% | 0.240% | |
5/7/2025 | LPL Financial LLC | 147,270 | $4.59M | 0.0% | +9.9% | 1.876% | |
5/7/2025 | HB Wealth Management LLC | 11,237 | $350K | 0.0% | -9.2% | 0.143% | |
5/6/2025 | Cetera Investment Advisers | 141,095 | $4.39M | 0.0% | +149.1% | 1.894% | |
5/6/2025 | Avantax Advisory Services Inc. | 13,917 | $433K | 0.0% | +62.9% | 0.187% | |
5/6/2025 | Kovack Advisors Inc. | 7,483 | $233K | 0.0% | N/A | 0.100% | |
5/6/2025 | Opes Wealth Management LLC | 101,591 | $3.16M | 0.6% | +15.8% | 1.364% | |
5/6/2025 | AE Wealth Management LLC | 803 | $25K | 0.0% | +68.0% | 0.011% | |
5/5/2025 | Private Advisor Group LLC | 18,801 | $585K | 0.0% | +16.7% | 0.252% | |
5/5/2025 | Diversify Advisory Services LLC | 23,181 | $712K | 0.0% | +15.4% | 0.311% | |
5/2/2025 | Apollon Wealth Management LLC | 7,405 | $231K | 0.0% | N/A | 0.099% | |
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4/30/2025 | Pineridge Advisors LLC | 13,835 | $431K | 0.2% | +5.8% | 0.186% | |
4/30/2025 | Synergy Investment Management LLC | 7,473 | $233K | 0.1% | N/A | 0.100% | |
4/29/2025 | Envestnet Asset Management Inc. | 68,235 | $2.13M | 0.0% | +2.7% | 0.916% | |
4/28/2025 | Castle Wealth Management LLC | 235,067 | $7.32M | 2.9% | +6.0% | 3.155% | |
4/23/2025 | Oppenheimer & Co. Inc. | 14,062 | $438K | 0.0% | -26.4% | 0.189% | |
4/18/2025 | CENTRAL TRUST Co | 86,912 | $2.71M | 0.1% | +25.4% | 1.167% | |
4/17/2025 | Trust Point Inc. | 284,746 | $8.87M | 0.8% | -19.0% | 3.822% | |
4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,425 | $138K | 0.0% | N/A | 0.059% | |
4/10/2025 | Granite Bay Wealth Management LLC | 173,147 | $5.39M | 1.9% | +5.9% | 2.324% | |
2/27/2025 | REAP Financial Group LLC | 4,615 | $152K | 0.0% | -18.8% | 0.066% | |
2/19/2025 | WCG Wealth Advisors LLC | 22,458 | $740K | 0.0% | N/A | 0.817% | |
2/17/2025 | Private Capital Management LLC | 62,578 | $2.06M | 0.2% | +28.8% | 2.276% | |
2/17/2025 | Cresset Asset Management LLC | 34,346 | $1.13M | 0.0% | -6.9% | 1.249% | |
2/17/2025 | Cetera Investment Advisers | 56,642 | $1.87M | 0.0% | -6.2% | 2.060% | |
2/17/2025 | Cary Street Partners Financial LLC | 185,334 | $6.11M | 0.2% | N/A | 6.739% | |
2/14/2025 | Comerica Bank | 17,768 | $586K | 0.0% | N/A | 0.646% | |
2/13/2025 | Raymond James Financial Inc. | 135,695 | $4.47M | 0.0% | N/A | 4.934% | |
2/13/2025 | Envestnet Asset Management Inc. | 66,447 | $2.19M | 0.0% | +265.8% | 2.416% | |
2/13/2025 | Wells Fargo & Company MN | 5,975 | $197K | 0.0% | +597,400.0% | 0.217% | |
2/11/2025 | LPL Financial LLC | 134,001 | $4.42M | 0.0% | +25.9% | 4.873% | |
2/11/2025 | TD Private Client Wealth LLC | 9,369 | $309K | 0.0% | N/A | 0.341% | |
2/11/2025 | Symmetry Partners LLC | 7,911 | $261K | 0.0% | N/A | 0.288% | |
2/10/2025 | Tidemark LLC | 4,712 | $155K | 0.1% | N/A | 0.171% | |
2/6/2025 | Avory & Company LLC | 7,527 | $248K | 0.1% | N/A | 0.274% | |
2/6/2025 | Raymond James Financial Inc. | 135,695 | $4.47M | 0.0% | N/A | 4.934% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 750 | $25K | 0.0% | N/A | 0.027% | |
2/5/2025 | Smartleaf Asset Management LLC | 2,892 | $96K | 0.0% | +7,315.4% | 0.105% | |
2/5/2025 | Oppenheimer & Co. Inc. | 19,111 | $630K | 0.0% | +59.1% | 0.695% | |
2/3/2025 | Private Advisor Group LLC | 16,104 | $531K | 0.0% | +16.9% | 0.586% | |
1/31/2025 | Klingman & Associates LLC | 11,935 | $393K | 0.0% | -11.2% | 0.434% | |
1/31/2025 | Sanctuary Advisors LLC | 48,813 | $1.64M | 0.0% | N/A | 1.775% | |
1/30/2025 | Opes Wealth Management LLC | 87,694 | $2.89M | 0.6% | +1.6% | 3.189% | |
1/29/2025 | Avestar Capital LLC | 118,622 | $3.91M | 0.3% | -3.4% | 4.314% | |
1/29/2025 | Castle Wealth Management LLC | 221,744 | $7.31M | 2.9% | +8.4% | 8.063% | |
1/28/2025 | Solutions 4 Wealth Ltd | 119,175 | $3.93M | 7.1% | +95.1% | 4.334% | |
1/24/2025 | Trust Point Inc. | 351,711 | $11.60M | 0.8% | +53.5% | 12.789% | |
1/24/2025 | CENTRAL TRUST Co | 69,323 | $2.29M | 0.1% | +3.2% | 2.521% | |
1/23/2025 | White & Co Financial Planning Inc | 6,600 | $218K | 0.2% | N/A | 0.240% | |
1/17/2025 | Park Place Capital Corp | 784 | $26K | 0.0% | N/A | 0.029% | |
1/16/2025 | Diversify Advisory Services LLC | 20,083 | $657K | 0.0% | N/A | 0.730% | |
1/15/2025 | HB Wealth Management LLC | 12,370 | $408K | 0.0% | -8.9% | 0.450% | |
1/15/2025 | Arkadios Wealth Advisors | 13,311 | $439K | 0.0% | -73.4% | 0.484% | |
1/13/2025 | Granite Bay Wealth Management LLC | 163,464 | $5.39M | 2.0% | +131.8% | 5.944% | |
11/15/2024 | Jane Street Group LLC | 22,952 | $760K | 0.0% | -29.2% | 0.835% | |
11/13/2024 | Avestar Capital LLC | 122,807 | $4.07M | 0.4% | -9.6% | 4.466% | |
11/12/2024 | Raymond James Trust N.A. | 44,940 | $1.49M | 0.0% | +10.5% | 1.634% | |
11/6/2024 | Oppenheimer & Co. Inc. | 12,009 | $397K | 0.0% | +73.2% | 0.437% | |
11/5/2024 | Aptus Capital Advisors LLC | 950 | $31K | 0.0% | +90.0% | 0.035% | |
11/5/2024 | Harbour Investments Inc. | 8,740 | $289K | 0.0% | +29.8% | 0.318% | |
10/31/2024 | Castle Wealth Management LLC | 204,637 | $6.77M | 2.7% | +346.8% | 7.441% | |
Elon’s BIGGEST warning yet? (Ad) Tesla's About to Prove Everyone Wrong... Again
Back in 2018, when Jeff Brown told everyone to buy Tesla…
The "experts" said Elon was finished and Tesla was headed for bankruptcy.
Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough. Click here to see why Tesla's about to prove everyone wrong... again. |
10/30/2024 | Cary Street Partners Asset Management LLC | 108,721 | $3.60M | 0.5% | +55.8% | 3.953% | |
10/29/2024 | Opes Wealth Management LLC | 86,345 | $2.86M | 0.5% | +3.9% | 3.140% | |
10/29/2024 | Farther Finance Advisors LLC | 1,440 | $48K | 0.0% | N/A | 0.052% | |
10/24/2024 | Arkadios Wealth Advisors | 49,982 | $1.65M | 0.1% | +323.1% | 1.818% | |
10/23/2024 | CENTRAL TRUST Co | 67,167 | $2.22M | 0.1% | +24.3% | 2.442% | |
10/22/2024 | Private Advisor Group LLC | 13,779 | $456K | 0.0% | -10.5% | 0.501% | |
10/17/2024 | Trust Point Inc. | 229,077 | $7.58M | 0.6% | -1.6% | 8.330% | |
10/3/2024 | Granite Bay Wealth Management LLC | 70,511 | $2.33M | 1.3% | +196.4% | 2.564% | |
8/22/2024 | Cetera Investment Advisers | 45,158 | $1.51M | 0.0% | +2.2% | 1.642% | |
8/21/2024 | Granite Bay Wealth Management LLC | 23,790 | $794K | 0.0% | +208.0% | 0.865% | |