| 8/8/2025 | Good Life Advisors LLC | 780,200 | $19.88M | 1.2% | +10.3% | 0.414% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 999 | $25K | 0.0% | -97.8% | 0.001% | |
| 8/8/2025 | SBI Securities Co. Ltd. | 20,537 | $523K | 0.0% | +4.7% | 0.011% | |
| 8/7/2025 | Palouse Capital Management Inc. | 1,947 | $50K | 0.0% | -58.4% | 0.001% | |
| 8/7/2025 | Lakeridge Wealth Management LLC | 20,502 | $522K | 0.2% | +31.0% | 0.011% | |
| 8/7/2025 | Allworth Financial LP | 40,151 | $1.02M | 0.0% | -16.2% | 0.021% | |
| 8/7/2025 | Fidelis Capital Partners LLC | 14,204 | $360K | 0.0% | +16.2% | 0.008% | |
| 8/7/2025 | PFG Advisors | 134,879 | $3.44M | 0.1% | -21.4% | 0.072% | |
| 8/7/2025 | Midwest Trust Co | 37,420 | $953K | 0.0% | N/A | 0.020% | |
| 8/7/2025 | LFA Lugano Financial Advisors SA | 113,950 | $2.87M | 1.7% | -0.8% | 0.060% | |
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| 8/6/2025 | ZEGA Investments LLC | 600,900 | $15.31M | 2.1% | -28.6% | 0.319% | |
| 8/6/2025 | RWA Wealth Partners LLC | 42,290 | $1.08M | 0.0% | -7.2% | 0.022% | |
| 8/6/2025 | AE Wealth Management LLC | 118,169 | $3.01M | 0.0% | +5.6% | 0.063% | |
| 8/6/2025 | ETF Store Inc. | 8,620 | $220K | 0.3% | -23.6% | 0.005% | |
| 8/6/2025 | First Horizon Advisors Inc. | 1,576 | $40K | 0.0% | +360.8% | 0.001% | |
| 8/5/2025 | Fullcircle Wealth LLC | 26,340 | $668K | 0.2% | N/A | 0.014% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,082,644 | $27.59M | 0.0% | -27.5% | 0.574% | |
| 8/5/2025 | Bank of Montreal Can | 122,935 | $3.13M | 0.0% | -9.7% | 0.065% | |
| 8/5/2025 | iA Global Asset Management Inc. | 2,419,136 | $61.64M | 0.9% | +1,806.3% | 1.283% | |
| 8/5/2025 | Lifeworks Advisors LLC | 12,806 | $326K | 0.0% | +29.9% | 0.007% | |
| 8/4/2025 | AMG National Trust Bank | 24,000 | $612K | 0.0% | N/A | 0.013% | |
| 8/4/2025 | Adell Harriman & Carpenter Inc. | 180,854 | $4.61M | 0.3% | -0.7% | 0.096% | |
| 8/4/2025 | Horizon Wealth Management LLC | 28,141 | $717K | 0.1% | -99.0% | 0.015% | |
| 8/4/2025 | World Investment Advisors | 200,795 | $5.12M | 0.1% | +2.6% | 0.107% | |
| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 1,379 | $35K | 0.0% | -87.8% | 0.001% | |
| 8/1/2025 | First National Trust Co | 163,503 | $4.17M | 0.2% | +17.1% | 0.087% | |
| 8/1/2025 | Advisory Alpha LLC | 364,584 | $9.29M | 0.3% | +9.8% | 0.193% | |
| 8/1/2025 | Rossby Financial LCC | 16,664 | $425K | 0.2% | +2,640.8% | 0.009% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 18,226 | $464K | 0.0% | +85.3% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,741,395 | $69.63M | 0.0% | +2.7% | 1.454% | |
| 7/31/2025 | Wealthfront Advisers LLC | 3,479,826 | $88.67M | 0.2% | +6.5% | 1.846% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 176,171 | $4.49M | 0.1% | +16.9% | 0.093% | |
| 7/31/2025 | Guardian Wealth Advisors LLC | 137,555 | $3.51M | 2.1% | -10.6% | 0.073% | |
| 7/31/2025 | Ballast Advisors LLC | 18,198 | $464K | 0.1% | +4.7% | 0.010% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 175,881 | $4.48M | 0.5% | N/A | 0.093% | |
| 7/31/2025 | Mason & Associates Inc | 277,853 | $7.08M | 1.6% | -46.1% | 0.147% | |
| 7/31/2025 | State of New Jersey Common Pension Fund D | 3,689,415 | $94.01M | 0.4% | -9.8% | 1.957% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 338,000 | $8.61M | 0.0% | N/A | 0.179% | |
| 7/31/2025 | Sharper & Granite LLC | 241,070 | $6.12M | 2.3% | +2.6% | 0.128% | |
| 7/30/2025 | Strategic Blueprint LLC | 40,214 | $1.03M | 0.1% | +20.2% | 0.021% | |
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| 7/30/2025 | TFB Advisors LLC | 12,908 | $329K | 0.1% | +45.8% | 0.007% | |
| 7/30/2025 | BTS Asset Management Inc. | 23,660 | $603K | 0.7% | N/A | 0.013% | |
| 7/30/2025 | Bogart Wealth LLC | 44,477 | $1.13M | 0.0% | +20.1% | 0.024% | |
| 7/29/2025 | Calamos Wealth Management LLC | 31,201 | $795K | 0.0% | +5.7% | 0.017% | |
| 7/29/2025 | Sigma Investment Counselors Inc. | 1,544,552 | $39.36M | 2.2% | +1.3% | 0.819% | |
| 7/29/2025 | Disciplined Investments LLC | 342,722 | $8.73M | 3.7% | +4.6% | 0.182% | |
| 7/29/2025 | International Assets Investment Management LLC | 32,599 | $831K | 0.0% | +1.4% | 0.017% | |
| 7/29/2025 | SAM Advisors LLC | 233,442 | $5.95M | 2.1% | +5.8% | 0.124% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 50,970 | $1.30M | 0.0% | -83.5% | 0.027% | |
| 7/29/2025 | Private Trust Co. NA | 1,582 | $40K | 0.0% | -94.4% | 0.001% | |
| 7/29/2025 | Angeles Wealth Management LLC | 781,264 | $19.91M | 1.4% | +0.7% | 0.414% | |
| 7/29/2025 | Oxbow Advisors LLC | 10,177 | $259K | 0.0% | N/A | 0.005% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 57,111 | $1.46M | 0.3% | -2.7% | 0.030% | |
| 7/28/2025 | Mutual Advisors LLC | 156,830 | $3.99M | 0.1% | N/A | 0.083% | |
| 7/28/2025 | Essex LLC | 1,050,861 | $26.78M | 5.3% | -3.5% | 0.557% | |
| 7/28/2025 | Ritholtz Wealth Management | 9,946 | $253K | 0.0% | N/A | 0.005% | |
| 7/28/2025 | Harbour Investments Inc. | 994 | $25K | 0.0% | -33.7% | 0.001% | |
| 7/28/2025 | Courier Capital LLC | 19,535 | $498K | 0.0% | -15.3% | 0.010% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 36,038 | $918K | 0.0% | +15.5% | 0.019% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 34,911 | $890K | 0.0% | -18.6% | 0.019% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 8,394 | $214K | 0.1% | N/A | 0.004% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 63,256 | $1.61M | 0.0% | -66.8% | 0.034% | |
| 7/25/2025 | MGO One Seven LLC | 70,285 | $1.79M | 0.1% | +6.2% | 0.037% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 868,026 | $22.12M | 0.0% | N/A | 0.460% | |
| 7/25/2025 | CWM LLC | 465,755 | $11.87M | 0.0% | -18.6% | 0.247% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 9,350 | $238K | 0.0% | N/A | 0.005% | |
| 7/25/2025 | Apollon Wealth Management LLC | 23,193 | $591K | 0.0% | -2.1% | 0.012% | |
| 7/24/2025 | US Bancorp DE | 35,697 | $910K | 0.0% | +7.5% | 0.019% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 450,699 | $11.48M | 0.8% | -5.1% | 0.240% | |
| 7/23/2025 | Opulen Financial Group LLC | 30,124 | $768K | 0.6% | -1.4% | 0.016% | |
| 7/23/2025 | Friedenthal Financial | 11,712 | $298K | 0.2% | +3.7% | 0.006% | |
| 7/23/2025 | RMG Wealth Management LLC | 2,455,713 | $62.34M | 9.6% | N/A | 1.309% | |
| 7/22/2025 | Berkshire Money Management Inc. | 1,633,614 | $41.62M | 4.4% | -2.1% | 0.871% | |
| 7/22/2025 | Sage Financial Group Inc. | 14,023 | $357K | 0.0% | -58.2% | 0.007% | |
| 7/22/2025 | DAVENPORT & Co LLC | 540,980 | $13.78M | 0.1% | +5.0% | 0.288% | |
| 7/22/2025 | Global Assets Advisory LLC | 174,966 | $4.43M | 1.7% | -52.2% | 0.093% | |
| 7/22/2025 | Grimes & Company Inc. | 6,641,043 | $169.21M | 4.6% | -18.6% | 3.540% | |
| 7/22/2025 | Merit Financial Group LLC | 258,251 | $6.58M | 0.1% | -45.6% | 0.138% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 9,171 | $234K | 0.0% | N/A | 0.005% | |
| 7/21/2025 | NTV Asset Management LLC | 33,467 | $853K | 0.1% | +8.9% | 0.018% | |
| 7/21/2025 | Curran Financial Partners LLC | 528,055 | $13.46M | 3.0% | +4.3% | 0.281% | |
| 7/21/2025 | Ascent Group LLC | 8,382 | $214K | 0.0% | -13.4% | 0.004% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,145,151 | $80.14M | 1.8% | +4.7% | 1.677% | |
| 7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 403,848 | $10.29M | 0.7% | -1.7% | 0.215% | |
| 7/18/2025 | Truist Financial Corp | 534,991 | $13.63M | 0.0% | -28.4% | 0.285% | |
| 7/17/2025 | Trivium Point Advisory LLC | 27,799 | $708K | 0.1% | -5.6% | 0.015% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 453,004 | $11.54M | 0.0% | +18.7% | 0.243% | |
| 7/17/2025 | Fifth Third Securities Inc. | 247,122 | $6.30M | 0.5% | +1.5% | 0.133% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 16,644 | $424K | 0.0% | +2.5% | 0.009% | |
| 7/17/2025 | Altus Wealth Management LLC | 86,448 | $2.20M | 1.1% | +6.3% | 0.046% | |
The End of Elon Musk…? (Ad) The End of Elon Musk? Don't make him laugh.
Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again.
And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again.
According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime. Click here to see why the "End of Elon" crowd is about to be wrong again. |
| 7/17/2025 | BayBridge Capital Group LLC | 153,499 | $3.91M | 2.5% | +2.1% | 0.082% | |
| 7/17/2025 | KG&L Capital Management LLC | 61,740 | $1.57M | 0.5% | -1.9% | 0.033% | |
| 7/16/2025 | Meridian Financial LLC | 11,124 | $283K | 0.2% | N/A | 0.006% | |
| 7/15/2025 | Surience Private Wealth LLC | 115,325 | $2.94M | 2.8% | -13.7% | 0.062% | |
| 7/15/2025 | Missouri Trust & Investment Co | 213,506 | $5.44M | 1.8% | -0.9% | 0.115% | |
| 7/15/2025 | TD Private Client Wealth LLC | 126,204 | $3.22M | 0.1% | +5.5% | 0.068% | |
| 7/15/2025 | EWG Elevate Inc. | 47,175 | $1.20M | 0.4% | -68.1% | 0.025% | |
| 7/15/2025 | Heritage Oak Wealth Advisors LLC | 71,378 | $1.82M | 0.7% | -0.7% | 0.038% | |
| 7/15/2025 | Hidden Cove Wealth Management LLC | 177,931 | $4.53M | 3.3% | +18.6% | 0.096% | |
| 7/15/2025 | Financial Partners Group Inc | 272,774 | $6.95M | 1.0% | -39.5% | 0.147% | |
