| 6/3/2026 | NewEdge Advisors LLC | 173,624 | $10.00M | 0.0% | -31.6% | 1.070% | |
| 5/19/2026 | NewEdge Advisors LLC | 173,624 | $10.00M | 0.2% | -31.6% | 1.070% | |
| 5/19/2026 | Bank of America Corp DE | 973,290 | $56.04M | 0.0% | +3.1% | 5.997% | |
| 5/18/2026 | Royal Bank of Canada | 469,946 | $27.06M | 0.0% | +367.2% | 2.896% | |
| 5/16/2026 | Quantinno Capital Management LP | 4,131 | $238K | 0.0% | N/A | 0.025% | |
| 5/15/2026 | Blue Chip Partners LLC | 14,281 | $822K | 0.1% | N/A | 0.088% | |
| 5/14/2026 | Hilltop Holdings Inc. | 20,291 | $1.17M | 0.1% | -2.8% | 0.125% | |
| 5/14/2026 | Lido Advisors LLC | 21,435 | $1.23M | 0.0% | +1.8% | 0.132% | |
| 5/13/2026 | Cetera Investment Advisers | 96,296 | $5.55M | 0.0% | +7.0% | 0.593% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 5,281 | $304K | 0.1% | -15.1% | 0.033% | |
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| 5/5/2026 | Bank of New York Mellon Corp | 248,700 | $14.32M | 0.0% | N/A | 1.532% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 6,844 | $394K | 0.0% | -17.4% | 0.042% | |
| 5/4/2026 | Calamos Advisors LLC | 4,387 | $253K | 0.0% | N/A | 0.027% | |
| 5/1/2026 | Fifth Third Bancorp | 3,694 | $213K | 0.0% | N/A | 0.027% | |
| 4/30/2026 | Kestra Advisory Services LLC | 91,388 | $5.26M | 0.0% | +8.3% | 0.671% | |
| 4/29/2026 | Meitav Investment House Ltd. | 596,431 | $34.34M | 0.4% | -29.7% | 4.382% | |
| 4/27/2026 | Private Advisor Group LLC | 12,499 | $720K | 0.0% | +4.3% | 0.092% | |
| 4/24/2026 | TKG Advisors LLC | 71,520 | $4.12M | 1.7% | -13.0% | 0.530% | |
| 4/24/2026 | Carmel Capital Management L.L.C. | 172,220 | $9.92M | 2.8% | +0.3% | 1.277% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 3,490 | $201K | 0.1% | N/A | 0.026% | |
| 4/22/2026 | Harbor Asset Planning Inc. | 55,542 | $3.20M | 2.7% | +6.3% | 0.412% | |
| 4/22/2026 | TigerOak Management L.L.C. | 113,205 | $6.52M | 2.1% | -0.5% | 0.839% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 9,993 | $575K | 0.0% | -27.2% | 0.074% | |
| 4/20/2026 | Friedenthal Financial | 27,206 | $1.57M | 0.8% | +0.7% | 0.202% | |
| 4/20/2026 | Brian Low Financial Group LLC | 12,223 | $704K | 0.5% | N/A | 0.091% | |
| 4/20/2026 | Davis Investment Partners LLC | 270,619 | $15.58M | 5.5% | -0.9% | 2.006% | |
| 4/20/2026 | RFG Advisory LLC | 3,745 | $216K | 0.0% | N/A | 0.028% | |
| 3/9/2026 | Corient Private Wealth LLC | 8,092 | $458K | 0.0% | +16.6% | 0.053% | |
| 2/19/2026 | Corient Private Wealth LLC | 8,092 | $458K | 0.0% | +16.6% | 0.053% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 4,486 | $254K | 0.0% | N/A | 0.029% | |
| 2/18/2026 | NewEdge Advisors LLC | 253,868 | $14.38M | 0.1% | -1.4% | 1.663% | |
| 2/18/2026 | IHT Wealth Management LLC | 42,840 | $2.43M | 0.1% | N/A | 0.281% | |
| 2/17/2026 | Cetera Investment Advisers | 89,963 | $5.10M | 0.0% | +20.5% | 0.589% | |
| 2/17/2026 | Hilltop Holdings Inc. | 20,871 | $1.18M | 0.1% | -1.7% | 0.137% | |
| 2/17/2026 | Capital Wealth Alliance LLC | 9,498 | $538K | 0.3% | -3.0% | 0.062% | |
| 2/17/2026 | Equitable Holdings Inc. | 36,100 | $2.04M | 0.0% | -23.3% | 0.236% | |
| 2/17/2026 | Osaic Holdings Inc. | 44,290 | $2.51M | 0.0% | -5.5% | 0.290% | |
| 2/17/2026 | &PARTNERS | 8,756 | $496K | 0.0% | -18.6% | 0.057% | |
| 2/17/2026 | Royal Bank of Canada | 100,588 | $5.70M | 0.0% | +10.7% | 0.659% | |
| 2/16/2026 | Perryman Financial Advisory Inc. AD | 4,021 | $228K | 0.0% | N/A | 0.026% | |
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| 2/16/2026 | RFP Financial Group LLC | 14,352 | $813K | 0.4% | -90.5% | 0.094% | |
| 2/16/2026 | MML Investors Services LLC | 8,132 | $461K | 0.0% | +11.4% | 0.053% | |
| 2/16/2026 | Evernest Financial Advisors LLC | 55,440 | $3.14M | 0.7% | -2.4% | 0.363% | |
| 2/16/2026 | Arax Advisory Partners | 4,633 | $262K | 0.0% | N/A | 0.030% | |
| 2/13/2026 | Jacobi Capital Management LLC | 6,275 | $355K | 0.0% | -5.6% | 0.041% | |
| 2/13/2026 | Kestra Advisory Services LLC | 84,364 | $4.78M | 0.0% | +3.9% | 0.552% | |
| 2/13/2026 | Stifel Financial Corp | 35,280 | $2.00M | 0.0% | +10.1% | 0.231% | |
| 2/13/2026 | Wells Fargo & Company MN | 143,863 | $8.15M | 0.0% | +10.8% | 0.942% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 13,711 | $776K | 0.0% | N/A | 0.090% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 7,845 | $444K | 0.0% | -88.3% | 0.051% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 450 | $25K | 0.0% | N/A | 0.003% | |
| 2/12/2026 | Sykon Capital LLC | 15,628 | $885K | 0.3% | N/A | 0.102% | |
| 2/11/2026 | LPL Financial LLC | 380,323 | $21.54M | 0.0% | +2.9% | 2.491% | |
| 2/11/2026 | Hilton Head Capital Partners LLC | 586 | $33K | 0.0% | N/A | 0.004% | |
| 2/11/2026 | JPMorgan Chase & Co. | 2,831,327 | $160.34M | 0.0% | +1,022,039.7% | 18.542% | |
| 2/11/2026 | Comprehensive Wealth Management LLC | 44,750 | $2.53M | 1.5% | +10.6% | 0.293% | |
| 2/10/2026 | Cibc World Market Inc. | 18,295 | $1.04M | 0.0% | +49.5% | 0.120% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 2,422,350 | $137.18M | 0.0% | +235.3% | 15.863% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 10,647 | $603K | 0.0% | -8.2% | 0.070% | |
| 2/6/2026 | Signature Estate & Investment Advisors LLC | 12,532 | $710K | 0.0% | +1.3% | 0.082% | |
| 2/6/2026 | Global Retirement Partners LLC | 27,024 | $1.53M | 0.0% | +3.7% | 0.177% | |
| 2/5/2026 | Hills Bank & Trust Co | 21,354 | $1.21M | 0.1% | N/A | 0.140% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 87,252 | $4.94M | 0.0% | +671.3% | 0.571% | |
| 2/2/2026 | Truist Financial Corp | 8,358 | $473K | 0.0% | -12.2% | 0.054% | |
| 2/2/2026 | Advanced Asset Management Advisors Inc | 1,103 | $62K | 0.0% | N/A | 0.007% | |
| 1/30/2026 | Interchange Capital Partners LLC | 9,870 | $559K | 0.1% | -13.6% | 0.064% | |
| 1/29/2026 | Comprehensive Financial Consultants Institutional Inc. | 5,445 | $308K | 0.1% | -9.7% | 0.036% | |
| 1/29/2026 | Traction Financial Partners LLC | 31,702 | $1.80M | 1.1% | -7.5% | 0.209% | |
| 1/29/2026 | UBS Group AG | 138,834 | $7.86M | 0.0% | -9.8% | 0.915% | |
| 1/29/2026 | Live Oak Investment Partners | 23,858 | $1.35M | 0.8% | -8.6% | 0.157% | |
| 1/29/2026 | TKG Advisors LLC | 82,219 | $4.66M | 1.9% | -1.2% | 0.542% | |
| 1/28/2026 | G&S Capital LLC | 58,459 | $3.31M | 1.2% | -1.0% | 0.385% | |
| 1/28/2026 | Carmel Capital Management L.L.C. | 171,635 | $9.72M | 2.9% | +1.6% | 1.131% | |
| 1/27/2026 | Friedenthal Financial | 27,018 | $1.53M | 0.8% | -4.9% | 0.178% | |
| 1/26/2026 | Private Trust Co. NA | 6,702 | $380K | 0.0% | -51.3% | 0.044% | |
| 1/26/2026 | CWM LLC | 3,218 | $182K | 0.0% | +24.2% | 0.021% | |
| 1/26/2026 | Harbor Asset Planning Inc. | 52,240 | $2.96M | 2.5% | +5.0% | 0.344% | |
| 1/23/2026 | Farther Finance Advisors LLC | 63,102 | $3.57M | 0.0% | +0.7% | 0.414% | |
| 1/22/2026 | Treasure Coast Financial Planning | 34,471 | $1.95M | 1.0% | +5.9% | 0.226% | |
| 1/21/2026 | Graham Capital Wealth Management LLC | 61,727 | $3.50M | 3.2% | N/A | 0.405% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,685 | $103K | 0.0% | N/A | 0.011% | |
| 1/21/2026 | Access Financial Services Inc. | 32,375 | $1.83M | 0.7% | -1.5% | 0.212% | |
| 1/21/2026 | TigerOak Management L.L.C. | 113,823 | $6.45M | 2.0% | -4.4% | 0.746% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 22,761 | $1.29M | 0.0% | +10.2% | 0.150% | |
| 1/16/2026 | Walker Asset Management LLC | 23,804 | $1.35M | 0.7% | -2.2% | 0.157% | |
| 1/16/2026 | YHB Investment Advisors Inc. | 4,981 | $282K | 0.0% | +30.5% | 0.033% | |
| 1/15/2026 | Burns Matteson Capital Management LLC | 26,516 | $1.50M | 0.5% | -8.9% | 0.175% | |
| 1/15/2026 | Affinity Wealth Management LLC | 633,237 | $35.86M | 5.1% | +0.7% | 4.185% | |
| 1/14/2026 | Nova Wealth Management Inc. | 22,245 | $1.26M | 0.9% | +9.5% | 0.147% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 172,251 | $9.76M | 0.2% | +1.1% | 1.145% | |
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He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing. Download the Safe Trade Options Formula book for free before access closes |
| 1/12/2026 | Focus Financial Network Inc. | 9,262 | $524K | 0.0% | -6.2% | 0.062% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 130,360 | $7.68M | 0.0% | +0.8% | 0.866% | |
| 1/6/2026 | Davis Investment Partners LLC | 273,052 | $15.67M | 5.5% | -4.4% | 1.813% | |
| 1/5/2026 | Park Avenue Securities LLC | 4,789 | $271K | 0.0% | -11.7% | 0.032% | |
| 11/17/2025 | NewEdge Advisors LLC | 257,564 | $14.45M | 0.1% | +0.6% | 2.079% | |
| 11/17/2025 | Mariner LLC | 5,424 | $304K | 0.0% | -5.2% | 0.044% | |
| 11/17/2025 | National Bank of Canada FI | 34,794 | $1.95M | 0.0% | +1.2% | 0.281% | |
| 11/17/2025 | Hilltop Holdings Inc. | 21,240 | $1.19M | 0.1% | +10.2% | 0.171% | |
| 11/17/2025 | Citadel Advisors LLC | 5,668 | $318K | 0.0% | -66.6% | 0.046% | |
| 11/17/2025 | Bank of America Corp DE | 908,585 | $50.97M | 0.0% | +11.1% | 7.333% | |