| 8/7/2025 | Midwest Trust Co | 3,999 | $386K | 0.0% | N/A | 0.021% | |
| 8/6/2025 | AE Wealth Management LLC | 10,454 | $1.01M | 0.0% | +4,386.7% | 0.055% | |
| 8/6/2025 | Destiny Capital Corp CO | 11,359 | $1.10M | 0.7% | -2.7% | 0.060% | |
| 8/6/2025 | Savant Capital LLC | 10,674 | $1.03M | 0.0% | +3.2% | 0.056% | |
| 8/5/2025 | Key Financial Inc | 6,230 | $601K | 0.1% | -2.4% | 0.033% | |
| 8/5/2025 | Bank of Montreal Can | 18,302 | $1.77M | 0.0% | -0.9% | 0.096% | |
| 8/5/2025 | Landmark Wealth Management Inc. | 29,170 | $2.81M | 1.2% | N/A | 0.154% | |
| 8/5/2025 | Frederick Financial Consultants LLC | 97,616 | $9.41M | 5.8% | +9.1% | 0.514% | |
| 8/4/2025 | IFG Advisory LLC | 2,183 | $211K | 0.0% | -7.7% | 0.012% | |
| 8/4/2025 | Assetmark Inc. | 195,149 | $18.82M | 0.0% | +743.9% | 1.028% | |
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| 8/4/2025 | HBK Sorce Advisory LLC | 3,766 | $363K | 0.0% | -11.3% | 0.020% | |
| 8/1/2025 | Austin Private Wealth LLC | 49,077 | $4.73M | 0.4% | +1,226.8% | 0.259% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 2,237 | $216K | 0.0% | -6.6% | 0.012% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 423,587 | $40.85M | 0.0% | +52.9% | 2.232% | |
| 7/31/2025 | Burke & Herbert Bank & Trust Co. | 5,446 | $525K | 0.1% | -2.2% | 0.029% | |
| 7/31/2025 | Avion Wealth | 10,652 | $1.03M | 0.2% | -23.7% | 0.056% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 4,425 | $427K | 0.0% | -12.7% | 0.023% | |
| 7/30/2025 | Phillips Financial Management LLC | 21,013 | $2.03M | 0.1% | -4.1% | 0.111% | |
| 7/29/2025 | Balboa Wealth Partners | 3,608 | $348K | 0.1% | N/A | 0.019% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 3,239 | $321K | 0.0% | -6.4% | 0.017% | |
| 7/29/2025 | Private Trust Co. NA | 1,890 | $182K | 0.0% | +9.7% | 0.010% | |
| 7/28/2025 | Harbour Investments Inc. | 15,574 | $1.50M | 0.0% | +11,267.9% | 0.082% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 7,794 | $752K | 0.0% | N/A | 0.041% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 149,528 | $14.42M | 0.1% | N/A | 0.788% | |
| 7/25/2025 | Richardson Financial Services Inc. | 8,142 | $790K | 0.5% | +1,024.6% | 0.043% | |
| 7/25/2025 | Avion Wealth | 11,114 | $1.10M | 0.3% | -20.4% | 0.059% | |
| 7/24/2025 | IFP Advisors Inc | 1,354 | $130K | 0.0% | -70.8% | 0.007% | |
| 7/23/2025 | Valmark Advisers Inc. | 9,480 | $914K | 0.0% | -6.7% | 0.050% | |
| 7/23/2025 | Sachetta LLC | 1,860 | $179K | 0.1% | +7.6% | 0.010% | |
| 7/22/2025 | AWM Capital LLC | 5,348 | $516K | 0.1% | -10.4% | 0.028% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 42,086 | $4.06M | 0.1% | +145.1% | 0.221% | |
| 7/21/2025 | Ascent Group LLC | 5,648 | $545K | 0.0% | N/A | 0.030% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,386 | $423K | 0.0% | -7.0% | 0.023% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,574 | $441K | 0.0% | -3.1% | 0.024% | |
| 7/18/2025 | Trilogy Capital Inc. | 3,470 | $335K | 0.0% | -22.4% | 0.018% | |
| 7/18/2025 | Truist Financial Corp | 225,363 | $21.73M | 0.0% | -4.3% | 1.181% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 4,756 | $459K | 0.6% | N/A | 0.025% | |
| 7/17/2025 | Greenleaf Trust | 4,087 | $394K | 0.0% | -15.3% | 0.021% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 17,588 | $1.70M | 0.7% | N/A | 0.091% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 3,194 | $308K | 0.1% | -3.8% | 0.017% | |
Altucher: Trump’s Great Gain is starting (Ad) New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun.
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| 7/16/2025 | Patton Fund Management Inc. | 122,434 | $11.81M | 8.3% | -2.9% | 0.636% | |
| 7/16/2025 | Rebalance LLC | 22,467 | $2.17M | 0.1% | -35.9% | 0.117% | |
| 7/16/2025 | Falcon Wealth Planning | 32,117 | $3.10M | 0.3% | -10.7% | 0.167% | |
| 7/15/2025 | TD Private Client Wealth LLC | 621 | $60K | 0.0% | -39.8% | 0.003% | |
| 7/14/2025 | Iams Wealth Management LLC | 3,418 | $330K | 0.2% | N/A | 0.016% | |
| 7/14/2025 | Park Avenue Securities LLC | 43,370 | $4.18M | 0.0% | +357.0% | 0.208% | |
| 7/11/2025 | International Private Wealth Advisors LLC | 4,872 | $470K | 0.4% | N/A | 0.023% | |
| 7/10/2025 | Global Financial Private Client LLC | 2,303 | $222K | 0.1% | N/A | 0.011% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 2,816 | $272K | 0.0% | -4.4% | 0.014% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,239 | $609K | 0.0% | +7.8% | 0.030% | |
| 7/10/2025 | Moller Wealth Partners | 14,078 | $1.36M | 0.3% | -0.8% | 0.067% | |
| 7/10/2025 | American Financial Advisors LLC | 19,389 | $1.87M | 0.3% | -1.4% | 0.093% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 20,471 | $1.97M | 0.2% | N/A | 0.098% | |
| 7/9/2025 | Camelot Technology Advisors Inc. | 6,639 | $640K | 0.5% | -3.3% | 0.032% | |
| 7/9/2025 | Balefire LLC | 6,592 | $636K | 0.1% | N/A | 0.032% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 76,006 | $7.53M | 0.0% | -8.8% | 0.368% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 27,312 | $2.71M | 0.1% | +9.4% | 0.143% | |
| 5/20/2025 | Focus Partners Wealth | 8,515 | $844K | 0.0% | -3.1% | 0.045% | |
| 5/19/2025 | SCS Capital Management LLC | 3,690 | $366K | 0.0% | N/A | 0.019% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 76,006 | $7.53M | 0.0% | -8.8% | 0.399% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,241 | $123K | 0.0% | +139.6% | 0.007% | |
| 5/16/2025 | NewEdge Advisors LLC | 7,377 | $731K | 0.0% | -15.9% | 0.039% | |
| 5/16/2025 | Banque Transatlantique SA | 1,172 | $107K | 0.0% | N/A | 0.006% | |
| 5/16/2025 | AQR Capital Management LLC | 2,648 | $262K | 0.0% | N/A | 0.014% | |
| 5/15/2025 | Royal Bank of Canada | 26,921 | $2.67M | 0.0% | +0.9% | 0.141% | |
| 5/15/2025 | MAI Capital Management | 1,669 | $165K | 0.0% | +15.2% | 0.009% | |
| 5/15/2025 | Baird Financial Group Inc. | 4,112 | $408K | 0.0% | +2.9% | 0.022% | |
| 5/14/2025 | Synovus Financial Corp | 6,709 | $665K | 0.0% | -4.1% | 0.035% | |
| 5/14/2025 | SVB Wealth LLC | 1,293 | $128K | 0.0% | N/A | 0.007% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 391,618 | $38.82M | 0.0% | -47.0% | 2.055% | |
| 5/14/2025 | Kestra Advisory Services LLC | 18,134 | $1.80M | 0.0% | -4.8% | 0.095% | |
| 5/14/2025 | Lee Financial Co | 2,727 | $270K | 0.0% | -16.9% | 0.014% | |
| 5/13/2025 | Northern Trust Corp | 3,212,122 | $318.39M | 0.0% | +1.7% | 16.853% | |
| 5/13/2025 | Raymond James Financial Inc. | 38,253 | $3.79M | 0.0% | -24.4% | 0.201% | |
| 5/13/2025 | CacheTech Inc. | 25,437 | $2.52M | 0.5% | -48.6% | 0.133% | |
| 5/13/2025 | NFP Retirement Inc. | 19,227 | $1.91M | 0.2% | N/A | 0.101% | |
| 5/13/2025 | HighTower Advisors LLC | 12,695 | $1.26M | 0.0% | +22.4% | 0.067% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,225 | $121K | 0.0% | N/A | 0.006% | |
| 5/9/2025 | Deutsche Bank AG | 3,066 | $304K | 0.0% | -4.2% | 0.016% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 1,932,655 | $191.57M | 0.0% | -23.6% | 10.140% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 51,296 | $5.08M | 0.1% | -7.1% | 0.269% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 25,643 | $2.54M | 0.0% | -4.4% | 0.135% | |
| 5/8/2025 | IFG Advisory LLC | 2,365 | $234K | 0.0% | -6.4% | 0.012% | |
| 5/8/2025 | US Bancorp DE | 8,781 | $870K | 0.0% | -7.2% | 0.046% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 47,364 | $4.70M | 0.1% | +89.7% | 0.250% | |
| 5/7/2025 | LPL Financial LLC | 203,715 | $20.19M | 0.0% | +1.0% | 1.076% | |
| 5/7/2025 | Trilogy Capital Inc. | 4,474 | $443K | 0.0% | -80.0% | 0.024% | |
| 5/6/2025 | Assetmark Inc. | 23,124 | $2.29M | 0.0% | -13.9% | 0.122% | |
| 5/6/2025 | Cetera Investment Advisers | 9,627 | $954K | 0.0% | +5.9% | 0.051% | |
| 5/6/2025 | Richardson Financial Services Inc. | 724 | $72K | 0.1% | -29.0% | 0.004% | |
The End of Elon Musk…? (Ad) The End of Elon Musk? Don't make him laugh.
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| 5/5/2025 | IFP Advisors Inc | 4,635 | $459K | 0.0% | +18.1% | 0.024% | |
| 5/5/2025 | Private Advisor Group LLC | 124,433 | $12.33M | 0.1% | +4.3% | 0.657% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 89,476 | $8.87M | 6.4% | +455.1% | 0.473% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 3,149 | $312K | 0.0% | +76.0% | 0.017% | |
| 5/2/2025 | BluePointe Capital Management LLC | 4,360 | $432K | 0.2% | +40.1% | 0.023% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 16,766 | $1.66M | 0.1% | +7.2% | 0.089% | |
| 5/1/2025 | Key Financial Inc | 6,384 | $633K | 0.1% | +2.5% | 0.034% | |
| 5/1/2025 | CWM LLC | 1,076 | $107K | 0.0% | +1,315.8% | 0.006% | |
| 5/1/2025 | American Financial Advisors LLC | 19,668 | $1.95M | 0.3% | -2.5% | 0.104% | |
| 5/1/2025 | Marshall Financial Group Inc. ADV | 2,136 | $212K | 0.1% | -15.5% | 0.011% | |
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