7/3/2025 | Collective Family Office LLC | 76,129 | $2.43M | 0.6% | +17.5% | 0.252% | |
6/27/2025 | Goldman Sachs Group Inc. | 95,151 | $3.12M | 0.0% | -58.6% | 0.315% | |
6/3/2025 | Invst LLC | 38,640 | $1.27M | 0.2% | +332.7% | 0.154% | |
5/16/2025 | Faithward Advisors LLC | 409,977 | $13.43M | 2.3% | -0.9% | 1.355% | |
5/16/2025 | Goldman Sachs Group Inc. | 95,151 | $3.12M | 0.0% | -58.6% | 0.315% | |
5/16/2025 | Integrated Wealth Concepts LLC | 10,129 | $332K | 0.0% | N/A | 0.033% | |
5/15/2025 | Royal Bank of Canada | 156,631 | $5.13M | 0.0% | -19.7% | 0.518% | |
5/15/2025 | Centric Wealth Management | 132,153 | $4.33M | 1.1% | +4.1% | 0.437% | |
5/15/2025 | Tortoise Investment Management LLC | 4,520 | $148K | 0.0% | +43.3% | 0.015% | |
5/14/2025 | Freedom Investment Management Inc. | 6,311 | $207K | 0.0% | N/A | 0.021% | |
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5/14/2025 | Napa Wealth Management | 94,863 | $3.11M | 1.8% | N/A | 0.314% | |
5/14/2025 | Flow Traders U.S. LLC | 94,478 | $3.10M | 0.1% | +374.2% | 0.312% | |
5/13/2025 | Keystone Global Partners LLC | 48,986 | $1.61M | 1.1% | N/A | 0.162% | |
5/13/2025 | Seek First Inc. | 32,772 | $1.07M | 1.0% | N/A | 0.108% | |
5/13/2025 | Raymond James Financial Inc. | 355,062 | $11.63M | 0.0% | -0.2% | 1.174% | |
5/12/2025 | WBH Advisory Inc. | 113,435 | $3.72M | 0.3% | +182.1% | 0.375% | |
5/9/2025 | Exencial Wealth Advisors LLC | 13,532 | $443K | 0.0% | +64.1% | 0.045% | |
5/9/2025 | Total Investment Management Inc. | 3,107,875 | $101.81M | 13.3% | +9.7% | 10.274% | |
5/9/2025 | Atria Wealth Solutions Inc. | 47,269 | $1.55M | 0.0% | +408.9% | 0.156% | |
5/9/2025 | Sfmg LLC | 294,277 | $9.64M | 0.8% | +7.2% | 0.973% | |
5/7/2025 | Foundations Investment Advisors LLC | 33,356 | $1.09M | 0.0% | +8.3% | 0.117% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 632,813 | $20.73M | 4.5% | +107.6% | 2.213% | |
5/7/2025 | Beacon Bridge Wealth Partners LLC | 172,559 | $5.65M | 2.4% | +0.2% | 0.603% | |
5/7/2025 | Galvin Gaustad & Stein LLC | 82,321 | $2.70M | 0.2% | -32.2% | 0.288% | |
5/7/2025 | LPL Financial LLC | 1,007,643 | $33.01M | 0.0% | +303.1% | 3.523% | |
5/6/2025 | Cetera Investment Advisers | 329,731 | $10.80M | 0.0% | +687.3% | 1.153% | |
5/6/2025 | Van Strum & Towne Inc. | 40,556 | $1.33M | 0.4% | +11.7% | 0.142% | |
5/6/2025 | WT Wealth Management | 87,388 | $2.86M | 0.9% | -15.3% | 0.306% | |
5/5/2025 | IFP Advisors Inc | 21,625 | $708K | 0.0% | +6.2% | 0.076% | |
5/5/2025 | Private Advisor Group LLC | 23,198 | $760K | 0.0% | -5.7% | 0.081% | |
5/2/2025 | Wealthgarden F.S. LLC | 11,441 | $375K | 0.4% | N/A | 0.040% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 19,041 | $624K | 0.0% | -26.0% | 0.067% | |
5/1/2025 | CWM LLC | 26,455 | $867K | 0.0% | -42.2% | 0.093% | |
5/1/2025 | Northwest Capital Management Inc | 29,626 | $971K | 0.4% | -39.4% | 0.104% | |
4/30/2025 | Silverlake Wealth Management LLC | 19,017 | $623K | 0.2% | N/A | 0.066% | |
4/29/2025 | Envestnet Asset Management Inc. | 3,802,259 | $124.56M | 0.0% | +357.4% | 13.295% | |
4/29/2025 | Bank of New York Mellon Corp | 16,925 | $554K | 0.0% | -83.4% | 0.059% | |
4/29/2025 | Strategic Blueprint LLC | 16,643 | $545K | 0.0% | N/A | 0.058% | |
4/29/2025 | Silver Oak Securities Incorporated | 29,649 | $964K | 0.1% | -16.5% | 0.104% | |
4/28/2025 | Mutual Advisors LLC | 57,379 | $1.84M | 0.1% | +11.4% | 0.201% | |
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4/28/2025 | Clear Creek Financial Management LLC | 73,656 | $2.41M | 0.3% | -1.9% | 0.258% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,304,973 | $42.43M | 0.1% | +6.6% | 4.563% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,896 | $95K | 0.0% | -78.5% | 0.010% | |
4/23/2025 | Sequoia Financial Advisors LLC | 51,917 | $1.70M | 0.0% | N/A | 0.182% | |
4/23/2025 | EQ Wealth Advisors LLC | 24,416 | $800K | 0.6% | -14.3% | 0.085% | |
4/22/2025 | Antonelli Financial Advisors LLC | 36,427 | $1.19M | 1.0% | -9.1% | 0.127% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 19,943 | $653K | 0.0% | -17.6% | 0.070% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 139,871 | $4.58M | 0.0% | +41.1% | 0.489% | |
4/18/2025 | Prosperity Wealth Management Inc. | 32,970 | $1.08M | 0.5% | +23.0% | 0.115% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 237,889 | $7.79M | 0.0% | +37.4% | 0.832% | |
4/15/2025 | Focus Financial Network Inc. | 7,101 | $233K | 0.0% | -60.0% | 0.025% | |
4/15/2025 | Attessa Capital LLC | 84,925 | $2.78M | 1.8% | +15.1% | 0.297% | |
4/14/2025 | Farther Finance Advisors LLC | 4,271 | $140K | 0.0% | +213,450.0% | 0.015% | |
4/14/2025 | Barden Capital Management Inc. | 43,490 | $1.43M | 1.3% | +3.0% | 0.152% | |
4/14/2025 | RDA Financial Network | 7,964 | $261K | 0.1% | N/A | 0.028% | |
4/11/2025 | Magnus Financial Group LLC | 15,439 | $506K | 0.0% | N/A | 0.054% | |
4/10/2025 | Charles Schwab Trust Co | 70,505 | $2.31M | 0.2% | +5.0% | 0.247% | |
4/10/2025 | Fermata Advisors LLC | 37,101 | $1.22M | 0.2% | -12.2% | 0.130% | |
4/9/2025 | Merit Financial Group LLC | 10,200 | $334K | 0.0% | -7.4% | 0.036% | |
4/9/2025 | Kaizen Financial Strategies | 126,810 | $4.15M | 2.4% | +2.7% | 0.443% | |
4/7/2025 | GAMMA Investing LLC | 1,016 | $31K | 0.0% | N/A | 0.004% | |
4/3/2025 | Versant Capital Management Inc | 1,161 | $38K | 0.0% | N/A | 0.004% | |
4/3/2025 | Collective Family Office LLC | 64,804 | $2.12M | 0.6% | -14.9% | 0.227% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 173,169 | $5.44M | 0.0% | -57.9% | 0.707% | |
3/4/2025 | Birmingham Capital Management Co. Inc. AL | 148,000 | $4.65M | 1.7% | N/A | 0.627% | |
2/19/2025 | Invst LLC | 8,930 | $281K | 0.0% | -51.6% | 0.045% | |
2/17/2025 | Kaizen Financial Strategies | 123,441 | $3.88M | 2.2% | +2.9% | 0.628% | |
2/17/2025 | Cetera Investment Advisers | 41,879 | $1.32M | 0.0% | -45.9% | 0.213% | |
2/17/2025 | Bank of America Corp DE | 79,094 | $2.49M | 0.0% | -96.7% | 0.403% | |
2/17/2025 | Ameriprise Financial Inc. | 308,601 | $9.70M | 0.0% | +8.8% | 1.570% | |
2/17/2025 | Aptus Capital Advisors LLC | 2,533 | $80K | 0.0% | N/A | 0.013% | |
2/14/2025 | Jane Street Group LLC | 68,647 | $2.16M | 0.0% | +160.6% | 0.349% | |
2/14/2025 | Bolthouse Investments LLC | 14,541 | $457K | 0.4% | N/A | 0.074% | |
2/14/2025 | IHT Wealth Management LLC | 10,190 | $320K | 0.0% | -49.9% | 0.052% | |
2/14/2025 | MML Investors Services LLC | 216,127 | $6.79M | 0.0% | -52.7% | 1.100% | |
2/14/2025 | GeoWealth Management LLC | 1,662 | $52K | 0.0% | -52.8% | 0.008% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 55,546 | $1.75M | 0.1% | -40.1% | 0.283% | |
2/13/2025 | Faithward Advisors LLC | 413,796 | $13.01M | 2.2% | +0.7% | 2.106% | |
2/13/2025 | Envestnet Asset Management Inc. | 831,212 | $26.13M | 0.0% | -54.7% | 4.230% | |
2/13/2025 | Oarsman Capital Inc. | 2,629 | $83K | 0.0% | N/A | 0.013% | |
2/12/2025 | Centric Wealth Management | 126,975 | $3.99M | 1.1% | -15.1% | 0.646% | |
2/12/2025 | National Bank of Canada FI | 37,400 | $1.18M | 0.0% | N/A | 0.190% | |
2/12/2025 | JPMorgan Chase & Co. | 133,375 | $4.19M | 0.0% | -51.2% | 0.679% | |
2/12/2025 | Sellwood Investment Partners LLC | 14,914 | $469K | 0.3% | N/A | 0.076% | |
2/11/2025 | LPL Financial LLC | 249,991 | $7.86M | 0.0% | +0.8% | 1.272% | |
2/11/2025 | Sfmg LLC | 274,564 | $8.63M | 0.7% | -56.8% | 1.397% | |
2/11/2025 | Antonelli Financial Advisors LLC | 40,056 | $1.26M | 1.1% | N/A | 0.204% | |
2/11/2025 | TAP Consulting LLC | 85,319 | $2.68M | 0.5% | +4.7% | 0.434% | |
2/11/2025 | Stokes Family Office LLC | 137,755 | $4.33M | 0.5% | +15.2% | 0.701% | |
2/10/2025 | Thrivent Financial for Lutherans | 14,856 | $467K | 0.0% | -54.1% | 0.076% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 99,152 | $3.12M | 0.0% | -45.7% | 0.505% | |
2/10/2025 | Van Strum & Towne Inc. | 36,306 | $1.14M | 0.0% | +17.3% | 0.185% | |
2/10/2025 | Commonwealth Equity Services LLC | 7,671 | $241K | 0.0% | +19.8% | 0.039% | |
2/7/2025 | Prosperity Wealth Management Inc. | 26,808 | $843K | 0.3% | -14.1% | 0.136% | |
2/7/2025 | Tortoise Investment Management LLC | 3,155 | $99K | 0.0% | -11.4% | 0.016% | |
2/7/2025 | Barden Capital Management Inc. | 42,232 | $1.33M | 1.1% | +6.7% | 0.215% | |
2/6/2025 | Raymond James Financial Inc. | 355,815 | $11.18M | 0.0% | N/A | 1.811% | |
2/6/2025 | Exencial Wealth Advisors LLC | 8,248 | $259K | 0.0% | -22.4% | 0.042% | |
2/6/2025 | Jones Financial Companies Lllp | 862 | $27K | 0.0% | N/A | 0.004% | |
2/5/2025 | Fisher Asset Management LLC | 18,069 | $568K | 0.0% | N/A | 0.092% | |