| 5/21/2025 | McAdam LLC | 194,325 | $4.48M | 0.3% | -41.1% | 0.154% | |
| 5/20/2025 | Belpointe Asset Management LLC | 74,963 | $1.73M | 0.1% | N/A | 0.059% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 74,963 | $1.73M | 0.4% | N/A | 0.059% | |
| 5/20/2025 | Flaharty Asset Management LLC | 1,951 | $45K | 0.0% | N/A | 0.002% | |
| 5/19/2025 | Jane Street Group LLC | 1,275,986 | $29.40M | 0.0% | +241.0% | 1.009% | |
| 5/19/2025 | Advisory Alpha LLC | 27,344 | $630K | 0.0% | -15.9% | 0.022% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 516,983 | $11.91M | 0.0% | +3,380.4% | 0.409% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,691 | $85K | 0.0% | -94.5% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 26,979 | $622K | 0.0% | -4.8% | 0.021% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 135,125 | $3.11M | 0.0% | +75.6% | 0.107% | |
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| 5/15/2025 | EP Wealth Advisors LLC | 1,452,311 | $33.46M | 0.3% | +3.1% | 1.149% | |
| 5/15/2025 | Ashton Thomas Securities LLC | 194,567 | $4.48M | 1.2% | +3.2% | 0.154% | |
| 5/15/2025 | Royal Bank of Canada | 276,172 | $6.36M | 0.0% | -5.4% | 0.218% | |
| 5/15/2025 | Tortoise Investment Management LLC | 133,215 | $3.07M | 0.3% | +1.9% | 0.105% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 463,054 | $10.67M | 0.5% | +21.6% | 0.366% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 47,707 | $1.10M | 0.2% | +14.1% | 0.038% | |
| 5/14/2025 | Jane Street Group LLC | 1,275,986 | $29.40M | 0.0% | +241.0% | 1.009% | |
| 5/14/2025 | Comerica Bank | 470,189 | $10.83M | 0.0% | -6.0% | 0.372% | |
| 5/14/2025 | Ally Invest Advisors Inc. | 26,013 | $599K | 0.1% | +5.9% | 0.021% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 906,842 | $20.89M | 0.0% | -7.2% | 0.717% | |
| 5/14/2025 | Kestra Advisory Services LLC | 37,214 | $857K | 0.0% | -46.6% | 0.029% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 25,774 | $594K | 0.0% | +2.8% | 0.020% | |
| 5/14/2025 | Petix & Botte Co | 135,752 | $3.13M | 0.8% | +32.0% | 0.107% | |
| 5/13/2025 | Raymond James Financial Inc. | 579,379 | $13.35M | 0.0% | -9.7% | 0.458% | |
| 5/13/2025 | Francis Financial Inc. | 53,718 | $1.24M | 0.3% | +51.7% | 0.042% | |
| 5/13/2025 | HighTower Advisors LLC | 19,758 | $455K | 0.0% | -11.9% | 0.016% | |
| 5/12/2025 | Northeast Financial Group Inc. | 62,000 | $1.43M | 0.5% | +20.8% | 0.049% | |
| 5/12/2025 | Aveo Capital Partners LLC | 204,888 | $4.66M | 0.8% | -3.3% | 0.162% | |
| 5/12/2025 | AlphaCore Capital LLC | 2,851 | $66K | 0.0% | N/A | 0.002% | |
| 5/9/2025 | Greykasell Wealth Strategies Inc. | 4,639 | $107K | 0.1% | N/A | 0.004% | |
| 5/9/2025 | Leeward Financial Partners LLC | 64,541 | $1.49M | 0.6% | +4.6% | 0.051% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 16,874 | $389K | 0.0% | -14.2% | 0.013% | |
| 5/9/2025 | Ackerman Capital Advisors LLC | 34,719 | $800K | 0.2% | -20.6% | 0.027% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 362,695 | $8.36M | 0.0% | +9.4% | 0.287% | |
| 5/8/2025 | IFG Advisory LLC | 20,711 | $477K | 0.0% | -27.9% | 0.016% | |
| 5/8/2025 | US Bancorp DE | 366,797 | $8.45M | 0.1% | -2.7% | 0.290% | |
| 5/8/2025 | Harbour Investments Inc. | 6,687 | $154K | 0.0% | -37.4% | 0.005% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 72,794 | $1.68M | 0.8% | +23.3% | 0.058% | |
| 5/8/2025 | FOCUS Wealth Advisors LLC | 40,149 | $925K | 0.5% | +11.1% | 0.032% | |
| 5/8/2025 | First Foundation Advisors | 134,937 | $3.11M | 0.1% | -34.4% | 0.107% | |
URGENT: Someone's Moving Gold Out of London... (Ad) People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong…
They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.  Go here to learn about my Top Four picks for the coming bull mania. |
| 5/7/2025 | Meeder Advisory Services Inc. | 239,137 | $5.51M | 0.3% | +13.4% | 0.189% | |
| 5/7/2025 | LPL Financial LLC | 2,231,921 | $51.42M | 0.0% | +9.0% | 1.765% | |
| 5/7/2025 | Inspire Advisors LLC | 15,276 | $352K | 0.0% | N/A | 0.012% | |
| 5/7/2025 | First Heartland Consultants Inc. | 107,656 | $2.48M | 0.3% | -6.4% | 0.085% | |
| 5/6/2025 | Assetmark Inc. | 339,330 | $7.82M | 0.0% | +8.4% | 0.271% | |
| 5/6/2025 | Cetera Investment Advisers | 441,588 | $10.17M | 0.0% | -26.2% | 0.352% | |
| 5/6/2025 | AE Wealth Management LLC | 16,410 | $378K | 0.0% | +19.1% | 0.013% | |
| 5/6/2025 | Richardson Financial Services Inc. | 7,427 | $171K | 0.1% | +7.9% | 0.006% | |
| 5/6/2025 | Choreo LLC | 44,207 | $1.02M | 0.0% | +5.7% | 0.035% | |
| 5/6/2025 | Flynn Zito Capital Management LLC | 48,824 | $1.13M | 0.5% | -10.7% | 0.039% | |
| 5/5/2025 | Private Advisor Group LLC | 79,294 | $1.83M | 0.0% | +25.5% | 0.063% | |
| 5/5/2025 | Transce3nd LLC | 6,843 | $158K | 0.1% | -8.7% | 0.005% | |
| 5/2/2025 | Parcion Private Wealth LLC | 985,215 | $22.70M | 1.9% | +13.8% | 0.786% | |
| 5/2/2025 | PAX Financial Group LLC | 10,673 | $246K | 0.0% | +14.8% | 0.009% | |
| 5/2/2025 | Sigma Planning Corp | 10,457 | $241K | 0.0% | N/A | 0.008% | |
| 5/1/2025 | Harmony Asset Management LLC | 10,300 | $237K | 0.1% | +10.8% | 0.008% | |
| 5/1/2025 | SteelPeak Wealth LLC | 115,568 | $2.66M | 0.1% | -1.7% | 0.092% | |
| 4/30/2025 | Bernardo Wealth Planning LLC | 35,341 | $814K | 0.2% | -2.2% | 0.028% | |
| 4/30/2025 | Allworth Financial LP | 454,642 | $10.23M | 0.1% | -10.5% | 0.363% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 13,747 | $317K | 0.0% | N/A | 0.011% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 693,342 | $15.98M | 0.2% | +22.8% | 0.553% | |
| 4/29/2025 | TD Private Client Wealth LLC | 79,802 | $1.84M | 0.1% | +1.1% | 0.064% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,618,171 | $37.28M | 0.0% | -36.5% | 1.290% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 48,711 | $1.12M | 0.0% | +9.4% | 0.039% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,651,422 | $38.05M | 0.0% | +7.4% | 1.317% | |
| 4/29/2025 | Elite Financial Inc. | 5,400 | $124K | 0.1% | N/A | 0.004% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 3,332 | $77K | 0.0% | +88.1% | 0.003% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 13,835 | $318K | 0.0% | +10.3% | 0.011% | |
| 4/28/2025 | Revisor Wealth Management LLC | 30,292 | $698K | 0.3% | N/A | 0.024% | |
| 4/28/2025 | Private Trust Co. NA | 2,232 | $51K | 0.0% | +66.7% | 0.002% | |
| 4/28/2025 | Keybank National Association OH | 105,162 | $2.42M | 0.0% | -0.8% | 0.084% | |
| 4/25/2025 | Rochester Wealth Strategies LLC | 85,466 | $1.97M | 1.6% | N/A | 0.068% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 23,085 | $532K | 0.0% | +53.0% | 0.018% | |
| 4/25/2025 | Goodman Advisory Group LLC | 211,481 | $4.87M | 2.2% | -72.3% | 0.169% | |
| 4/25/2025 | Colonial River Investments LLC | 20,230 | $466K | 0.3% | N/A | 0.016% | |
| 4/24/2025 | Hicks Capital Management LLC | 15,337 | $353K | 0.5% | N/A | 0.012% | |
| 4/23/2025 | Tyche Wealth Partners LLC | 30,001 | $691K | 0.1% | -3.2% | 0.024% | |
| 4/23/2025 | Golden State Wealth Management LLC | 1,605 | $37K | 0.0% | -27.2% | 0.001% | |
| 4/23/2025 | Spire Wealth Management | 72,904 | $1.68M | 0.1% | +3.2% | 0.058% | |
| 4/23/2025 | Econ Financial Services Corp | 87,415 | $2.01M | 1.1% | +59.8% | 0.070% | |
| 4/23/2025 | IMG Wealth Management Inc. | 2,570 | $59K | 0.1% | N/A | 0.002% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 100,356 | $2.31M | 0.4% | +3.1% | 0.080% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,119 | $348K | 0.0% | +36.2% | 0.012% | |
| 4/22/2025 | Crews Bank & Trust | 27,360 | $630K | 0.1% | +37.6% | 0.022% | |
| 4/22/2025 | Bernardo Wealth Planning LLC | 35,341 | $814K | 0.2% | -2.2% | 0.028% | |
| 4/21/2025 | Proathlete Wealth Management LLC | 2,387 | $55K | 0.0% | N/A | 0.002% | |
| 4/21/2025 | Advisory Resource Group | 20,882 | $481K | 0.1% | +18.8% | 0.017% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 9,121 | $210K | 0.0% | -54.3% | 0.007% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 29,199 | $673K | 0.0% | +17.6% | 0.023% | |
| 4/17/2025 | Sowell Financial Services LLC | 24,031 | $554K | 0.0% | +5.3% | 0.019% | |
URGENT: Someone's Moving Gold Out of London... (Ad) People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong…
They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold. Go here to learn about my Top Four picks for the coming bull mania. |
| 4/17/2025 | 1900 Wealth Management LLC | 292,239 | $6.73M | 0.6% | -53.0% | 0.233% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 228,677 | $5.27M | 0.5% | +2.6% | 0.182% | |
| 4/17/2025 | Stewardship Advisors LLC | 322,455 | $7.43M | 2.0% | +10.1% | 0.257% | |
| 4/17/2025 | Dohj LLC | 15,746 | $363K | 0.1% | N/A | 0.013% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 3,700,049 | $85.25M | 1.6% | +36.9% | 2.951% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 4,145 | $96K | 0.0% | N/A | 0.003% | |
| 4/16/2025 | Pathway Financial Advisors LLC | 8,909 | $205K | 0.0% | N/A | 0.007% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 162,310 | $3.74M | 0.0% | +2.9% | 0.129% | |
| 4/15/2025 | First United Bank & Trust | 23,146 | $533K | 0.2% | +6.2% | 0.018% | |
| 4/15/2025 | CX Institutional | 787,564 | $18.15M | 0.7% | +3.6% | 0.628% | |
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