| 8/18/2025 | Geneos Wealth Management Inc. | 6,658 | $507K | 0.0% | +2.9% | 0.159% | |
| 8/15/2025 | Bank of America Corp DE | 254,979 | $19.41M | 0.0% | -0.9% | 6.071% | |
| 8/14/2025 | Raymond James Financial Inc. | 16,970 | $1.29M | 0.0% | -4.1% | 0.404% | |
| 8/14/2025 | NewEdge Advisors LLC | 142,532 | $10.85M | 0.1% | +5.0% | 3.394% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 41,204 | $3.14M | 0.1% | +0.9% | 0.981% | |
| 8/13/2025 | Lido Advisors LLC | 11,151 | $849K | 0.0% | -9.7% | 0.266% | |
| 8/12/2025 | AlphaCore Capital LLC | 1,148 | $87K | 0.0% | +35.4% | 0.027% | |
| 8/12/2025 | MAI Capital Management | 11,340 | $863K | 0.0% | +11.6% | 0.270% | |
| 8/11/2025 | HHM Wealth Advisors LLC | 2,395 | $182K | 0.0% | +11.7% | 0.057% | |
| 8/8/2025 | Cetera Investment Advisers | 69,733 | $5.31M | 0.0% | -3.5% | 1.672% | |
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| 8/8/2025 | Creative Planning | 9,632 | $733K | 0.0% | +11.9% | 0.231% | |
| 8/7/2025 | Joseph Group Capital Management | 103,052 | $7.84M | 2.6% | +0.4% | 2.471% | |
| 8/4/2025 | Arkadios Wealth Advisors | 17,657 | $1.34M | 0.0% | N/A | 0.423% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 6,184 | $471K | 0.0% | +13.4% | 0.148% | |
| 7/30/2025 | Strategic Blueprint LLC | 6,557 | $499K | 0.0% | -34.1% | 0.157% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 80,446 | $6.12M | 2.5% | -1.3% | 1.929% | |
| 7/29/2025 | Private Trust Co. NA | 3,293 | $251K | 0.0% | -51.9% | 0.079% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 5,176 | $394K | 0.4% | N/A | 0.124% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,515 | $268K | 0.0% | -4.1% | 0.084% | |
| 7/24/2025 | Live Oak Investment Partners | 22,138 | $1.69M | 1.3% | +8.9% | 0.531% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,317 | $329K | 0.0% | -11.5% | 0.104% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 42,176 | $3.21M | 1.7% | +6.4% | 1.011% | |
| 7/18/2025 | Truist Financial Corp | 8,617 | $656K | 0.0% | +8.1% | 0.207% | |
| 7/17/2025 | Walker Asset Management LLC | 18,638 | $1.42M | 0.8% | +0.9% | 0.448% | |
| 7/16/2025 | Arkansas Financial Group Inc. | 37,396 | $2.86M | 0.4% | -0.9% | 0.899% | |
| 7/15/2025 | McAdam LLC | 2,718 | $207K | 0.0% | N/A | 0.065% | |
| 7/11/2025 | Farther Finance Advisors LLC | 53,623 | $4.08M | 0.1% | +4.1% | 1.289% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 7,746 | $590K | 0.0% | +5.2% | 0.186% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 93,885 | $7.29M | 0.0% | +4.0% | 2.257% | |
| 7/10/2025 | Focus Financial Network Inc. | 19,637 | $1.50M | 0.1% | -1.5% | 0.472% | |
| 7/8/2025 | Davis Investment Partners LLC | 74,235 | $5.69M | 2.0% | -2.2% | 1.784% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 6,468 | $469K | 0.0% | -8.5% | 0.153% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,775 | $129K | 0.0% | -74.1% | 0.042% | |
| 5/16/2025 | NewEdge Advisors LLC | 135,740 | $9.85M | 0.1% | +13.7% | 3.186% | |
| 5/15/2025 | Royal Bank of Canada | 16,715 | $1.21M | 0.0% | +3.2% | 0.392% | |
| 5/15/2025 | MAI Capital Management | 10,163 | $737K | 0.0% | -3.4% | 0.239% | |
| 5/14/2025 | Freedom Investment Management Inc. | 7,759 | $563K | 0.0% | -9.9% | 0.182% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 40,818 | $2.96M | 0.1% | -24.9% | 0.958% | |
| 5/12/2025 | Berger Financial Group Inc | 6,688 | $485K | 0.0% | -5.9% | 0.157% | |
| 5/12/2025 | National Bank of Canada FI | 13,661 | $992K | 0.0% | +68.7% | 0.321% | |
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| 5/12/2025 | AlphaCore Capital LLC | 848 | $62K | 0.0% | N/A | 0.020% | |
| 5/8/2025 | Harbour Investments Inc. | 16,676 | $1.21M | 0.0% | -1.6% | 0.391% | |
| 5/7/2025 | LPL Financial LLC | 90,679 | $6.58M | 0.0% | -29.3% | 2.129% | |
| 5/6/2025 | Cetera Investment Advisers | 72,253 | $5.24M | 0.0% | +1.3% | 1.696% | |
| 5/5/2025 | Private Advisor Group LLC | 36,495 | $2.65M | 0.0% | -4.4% | 0.857% | |
| 5/2/2025 | Allen Capital Group LLC | 54,258 | $3.94M | 0.4% | -0.7% | 1.274% | |
| 4/30/2025 | Joseph Group Capital Management | 102,627 | $7.44M | 2.8% | -0.2% | 2.409% | |
| 4/29/2025 | Strategic Blueprint LLC | 9,957 | $722K | 0.0% | -6.7% | 0.234% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 7,365 | $527K | 0.0% | N/A | 0.173% | |
| 4/23/2025 | Live Oak Investment Partners | 20,334 | $1.48M | 1.2% | -1.8% | 0.475% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 39,655 | $2.88M | 1.6% | -1.5% | 0.927% | |
| 4/22/2025 | PFG Investments LLC | 4,141 | $300K | 0.0% | -18.7% | 0.097% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,666 | $266K | 0.0% | -28.0% | 0.086% | |
| 4/21/2025 | Friedenthal Financial | 8,398 | $609K | 0.4% | -13.7% | 0.196% | |
| 4/17/2025 | Arkansas Financial Group Inc. | 37,741 | $2.49M | 0.4% | +0.6% | 0.882% | |
| 4/17/2025 | Pacific Sun Financial Corp | 12,090 | $877K | 0.5% | -1.7% | 0.282% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 90,315 | $6.55M | 0.0% | +3,138.3% | 2.110% | |
| 4/15/2025 | Davis Investment Partners LLC | 75,918 | $5.15M | 2.2% | +0.7% | 1.774% | |
| 4/15/2025 | ForthRight Wealth Management LLC | 31,678 | $2.30M | 0.8% | -2.0% | 0.740% | |
| 4/15/2025 | Focus Financial Network Inc. | 19,937 | $1.45M | 0.1% | -13.4% | 0.466% | |
| 4/15/2025 | CX Institutional | 15,391 | $1.12M | 0.0% | N/A | 0.360% | |
| 4/14/2025 | Farther Finance Advisors LLC | 51,534 | $3.74M | 0.1% | N/A | 1.204% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 7,134 | $517K | 0.1% | -3.3% | 0.167% | |
| 4/11/2025 | Sandbox Financial Partners LLC | 21,401 | $1.55M | 0.5% | +2.8% | 0.500% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 2,789 | $202K | 0.0% | N/A | 0.065% | |
| 2/18/2025 | Sunbelt Securities Inc. | 17,324 | $1.25M | 0.1% | +23.4% | 0.404% | |
| 2/17/2025 | CoreCap Advisors LLC | 357 | $26K | 0.0% | N/A | 0.008% | |
| 2/17/2025 | Cetera Investment Advisers | 71,325 | $5.16M | 0.0% | -5.7% | 1.663% | |
| 2/17/2025 | Citadel Advisors LLC | 4,427 | $320K | 0.0% | +25.1% | 0.103% | |
| 2/17/2025 | Baker Avenue Asset Management LP | 40,807 | $2.95M | 0.1% | N/A | 0.951% | |
| 2/17/2025 | Bank of America Corp DE | 257,298 | $18.62M | 0.0% | +6.5% | 5.998% | |
| 2/17/2025 | Ameriprise Financial Inc. | 3,414 | $247K | 0.0% | -5.2% | 0.080% | |
| 2/14/2025 | Lido Advisors LLC | 15,644 | $1.13M | 0.0% | +20.0% | 0.365% | |
| 2/14/2025 | Berger Financial Group Inc | 7,106 | $514K | 0.0% | -7.4% | 0.166% | |
| 2/14/2025 | MGO One Seven LLC | 5,890 | $426K | 0.0% | -5.1% | 0.137% | |
| 2/14/2025 | Stifel Financial Corp | 19,007 | $1.38M | 0.0% | +9.5% | 0.443% | |
| 2/14/2025 | Freedom Investment Management Inc. | 8,612 | $623K | 0.1% | -15.1% | 0.201% | |
| 2/13/2025 | NewEdge Advisors LLC | 119,353 | $8.64M | 0.1% | +2.5% | 2.782% | |
| 2/13/2025 | FRG Family Wealth Advisors LLC | 19,005 | $1.38M | 0.2% | -1.9% | 0.443% | |
| 2/13/2025 | Raymond James Financial Inc. | 18,824 | $1.36M | 0.0% | N/A | 0.439% | |
| 2/13/2025 | Bank of Montreal Can | 1,050 | $76K | 0.0% | +89.2% | 0.024% | |
| 2/13/2025 | Wells Fargo & Company MN | 36,375 | $2.63M | 0.0% | +1.9% | 0.848% | |
| 2/12/2025 | National Bank of Canada FI | 8,098 | $586K | 0.0% | +70.3% | 0.189% | |
| 2/12/2025 | Joseph Group Capital Management | 102,788 | $7.44M | 2.9% | -3.1% | 2.396% | |
| 2/12/2025 | Ausdal Financial Partners Inc. | 15,822 | $1.15M | 0.1% | N/A | 0.369% | |
| 2/11/2025 | LPL Financial LLC | 128,258 | $9.28M | 0.0% | +12.8% | 2.990% | |
| 2/10/2025 | Harbour Investments Inc. | 16,949 | $1.23M | 0.0% | -1.9% | 0.395% | |
| 2/10/2025 | Corient Private Wealth LLC | 6,716 | $486K | 0.0% | -17.4% | 0.157% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 5,090 | $368K | 0.0% | N/A | 0.119% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 12,392 | $897K | 0.0% | +20.6% | 0.289% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
| 2/10/2025 | Wintrust Investments LLC | 408 | $29K | 0.0% | -77.9% | 0.010% | |
| 2/6/2025 | Raymond James Financial Inc. | 18,824 | $1.36M | 0.0% | N/A | 0.439% | |
| 2/6/2025 | Promus Capital LLC | 2,028 | $147K | 0.1% | N/A | 0.047% | |
| 2/6/2025 | Jones Financial Companies Lllp | 6,849 | $496K | 0.0% | +221.9% | 0.160% | |
| 2/3/2025 | Private Advisor Group LLC | 38,182 | $2.76M | 0.0% | -4.9% | 0.890% | |
| 1/31/2025 | Truist Financial Corp | 8,163 | $591K | 0.0% | N/A | 0.190% | |
| 1/29/2025 | Focus Financial Network Inc. | 23,033 | $1.67M | 0.1% | -15.1% | 0.537% | |
| 1/24/2025 | Yoder Wealth Management Inc. | 40,243 | $2.91M | 1.6% | +1.8% | 0.938% | |
| 1/23/2025 | Dumont & Blake Investment Advisors LLC | 12,762 | $924K | 0.2% | -1.4% | 0.297% | |
| 1/23/2025 | Allen Capital Group LLC | 54,658 | $3.96M | 0.5% | -2.5% | 1.274% | |
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