| 4/30/2025 | Financial Gravity Asset Management Inc. | 350,334 | $10.17M | 2.2% | N/A | 0.601% | |
| 4/28/2025 | Private Trust Co. NA | 12,336 | $358K | 0.0% | -9.8% | 0.021% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 2,502 | $73K | 0.0% | +18.4% | 0.004% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 14,227 | $413K | 0.0% | -63.9% | 0.024% | |
| 4/14/2025 | Farther Finance Advisors LLC | 17,650 | $512K | 0.0% | +16.5% | 0.029% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 2,321,665 | $67.40M | 3.2% | -4.0% | 3.844% | |
| 4/8/2025 | Parallel Advisors LLC | 9,886 | $287K | 0.0% | -42.0% | 0.016% | |
| 3/4/2025 | Birmingham Capital Management Co. Inc. AL | 188,000 | $5.38M | 2.0% | N/A | 0.302% | |
| 2/17/2025 | Enstar Group LTD | 276,400 | $7.92M | 2.8% | N/A | 0.557% | |
| 2/17/2025 | Ameriprise Financial Inc. | 1,205,293 | $34.53M | 0.0% | +38.2% | 2.430% | |
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| 2/14/2025 | Coppell Advisory Solutions LLC | 6,111 | $175K | 0.0% | -24.4% | 0.012% | |
| 2/12/2025 | JPMorgan Chase & Co. | 113,220 | $3.24M | 0.0% | -30.6% | 0.228% | |
| 2/10/2025 | Parallel Advisors LLC | 17,057 | $489K | 0.0% | +17.5% | 0.034% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,113 | $61K | 0.0% | +108.8% | 0.004% | |
| 2/10/2025 | Eldridge Investment Advisors Inc. | 112,346 | $3.22M | 0.7% | -9.3% | 0.227% | |
| 2/10/2025 | Farther Finance Advisors LLC | 15,144 | $434K | 0.0% | +3.7% | 0.031% | |
| 2/5/2025 | Private Trust Co. NA | 13,678 | $392K | 0.0% | +22.9% | 0.028% | |
| 1/17/2025 | Arkansas Financial Group Inc. | 462,865 | $13.26M | 2.1% | +39.2% | 0.933% | |
| 1/17/2025 | Avior Wealth Management LLC | 5,801 | $166K | 0.0% | -75.4% | 0.012% | |
| 1/10/2025 | ST Germain D J Co. Inc. | 2,419,567 | $69.30M | 3.1% | -2.2% | 4.878% | |
| 12/26/2024 | JPMorgan Chase & Co. | 163,074 | $4.90M | 0.0% | -22.5% | 0.329% | |
| 11/13/2024 | Private Trust Co. NA | 11,125 | $334K | 0.0% | +8.1% | 0.022% | |
| 11/8/2024 | Avior Wealth Management LLC | 23,617 | $709K | 0.0% | +28.0% | 0.048% | |
| 10/29/2024 | Farther Finance Advisors LLC | 14,598 | $438K | 0.0% | +14,795.9% | 0.029% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,012 | $30K | 0.0% | +638.7% | 0.002% | |
| 10/18/2024 | ST Germain D J Co. Inc. | 2,473,678 | $74.29M | 3.4% | -4.2% | 4.987% | |
| 10/9/2024 | Sanibel Captiva Trust Company Inc. | 30,000 | $901K | 0.0% | N/A | 0.060% | |
| 10/5/2024 | Arkansas Financial Group Inc. | 332,446 | $9.98M | 1.5% | +23.6% | 0.670% | |
| 8/8/2024 | Parallel Advisors LLC | 9,506 | $273K | 0.0% | N/A | 0.019% | |
| 8/7/2024 | Ashton Thomas Private Wealth LLC | 911 | $26K | 0.0% | N/A | 0.002% | |
| 8/2/2024 | Jackson Creek Investment Advisors LLC | 8,726 | $250K | 0.1% | -51.3% | 0.018% | |
| 8/1/2024 | Eldridge Investment Advisors Inc. | 120,455 | $3.46M | 0.9% | +11.9% | 0.243% | |
| 7/8/2024 | ST Germain D J Co. Inc. | 2,581,228 | $74.08M | 3.6% | -4.9% | 5.204% | |
| 5/13/2024 | Financial Gravity Asset Management Inc. | 318,757 | $9.28M | 2.4% | -91.8% | 0.644% | |
| 5/4/2024 | Richardson Financial Services Inc. | 1,196 | $35K | 0.0% | N/A | 0.002% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 152,761 | $4.45M | 0.0% | +501.2% | 0.314% | |
| 4/16/2024 | Arkansas Financial Group Inc. | 248,752 | $7.24M | 1.3% | +25.5% | 0.511% | |
| 4/2/2024 | ST Germain D J Co. Inc. | 2,715,123 | $79.04M | 3.9% | -9.9% | 7.847% | |
| 2/23/2024 | Arkansas Financial Group Inc. | 198,167 | $5.83M | 1.1% | +18.1% | 0.573% | |
| 2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,917 | $56K | 0.1% | N/A | 0.006% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 2/7/2024 | NBC Securities Inc. | 20,177 | $593K | 0.1% | -9.0% | 0.058% | |
| 2/6/2024 | Eldridge Investment Advisors Inc. | 153,853 | $4.53M | 1.2% | +135.7% | 0.445% | |
| 2/5/2024 | Jackson Creek Investment Advisors LLC | 20,966 | $617K | 0.2% | +1.9% | 0.061% | |
| 1/30/2024 | Avior Wealth Management LLC | 18,452 | $543K | 0.0% | N/A | 0.053% | |
| 1/19/2024 | AdvisorNet Financial Inc | 1,034 | $30K | 0.0% | -60.9% | 0.003% | |
| 11/13/2023 | Financial Engines Advisors L.L.C. | 228,654 | $6.31M | 0.0% | +32.3% | 0.661% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 9,801 | $270K | 0.0% | N/A | 0.028% | |
| 11/6/2023 | Eldridge Investment Advisors Inc. | 65,267 | $1.79M | 0.6% | N/A | 0.189% | |
| 11/4/2023 | NBC Securities Inc. | 22,170 | $611K | 0.1% | N/A | 0.064% | |
| 10/25/2023 | Arkansas Financial Group Inc. | 167,729 | $4.63M | 0.9% | +9.8% | 0.485% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 13,155 | $363K | 0.0% | -57.6% | 0.038% | |
| 10/23/2023 | ST Germain D J Co. Inc. | 3,438,230 | $94.83M | 5.3% | -16.3% | 9.937% | |
| 10/18/2023 | CX Institutional | 1,087,165 | $29.93M | 1.6% | +14.7% | 3.142% | |
| 9/7/2023 | ST Germain D J Co. Inc. | 4,105,745 | $118.55M | 6.3% | N/A | 15.852% | |
| 8/11/2023 | Financial Engines Advisors L.L.C. | 172,809 | $4.99M | 0.0% | +32.5% | 0.667% | |
| 7/28/2023 | Private Trust Co. NA | 7,691 | $222K | 0.0% | -5.5% | 0.032% | |
| 7/14/2023 | AdvisorNet Financial Inc | 2,645 | $76K | 0.0% | N/A | 0.011% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 31,020 | $896K | 0.0% | N/A | 0.127% | |
| 7/11/2023 | Arkansas Financial Group Inc. | 152,816 | $4.41M | 0.9% | +8.2% | 0.626% | |
| 5/3/2023 | Arkansas Financial Group Inc. | 141,232 | $4.13M | 0.9% | +43.6% | 0.642% | |
| 5/2/2023 | Jackson Creek Investment Advisors LLC | 20,141 | $589K | 0.2% | +11.4% | 0.092% | |
| 4/12/2023 | Private Trust Co. NA | 8,136 | $238K | 0.0% | +181.1% | 0.042% | |
| 3/6/2023 | OLD Mission Capital LLC | 44,440 | $1.26M | 0.0% | -18.7% | 0.230% | |
| 2/27/2023 | ST Germain D J Co. Inc. | 2,676,138 | $76K | 0.0% | +168.9% | 13.866% | |
| 2/6/2023 | Arkansas Financial Group Inc. | 98,337 | $2.79M | 0.6% | +882.6% | 0.510% | |
| 2/6/2023 | Jackson Creek Investment Advisors LLC | 18,088 | $513K | 0.2% | N/A | 0.094% | |
| 2/3/2023 | CX Institutional | 396,718 | $11.26M | 0.7% | +9.1% | 2.056% | |
| 2/2/2023 | Congress Wealth Management LLC DE | 2,247,221 | $63.78M | 1.6% | +98.2% | 11.644% | |
| 1/19/2023 | Melone Private Wealth LLC | 192,886 | $5.47M | 4.6% | +3.9% | 1.018% | |
| 11/15/2022 | Laraway Financial Advisors Inc | 20,560 | $566K | 0.6% | +3.0% | 0.131% | |
| 11/14/2022 | OLD Mission Capital LLC | 54,687 | $1.52M | 0.0% | N/A | 0.347% | |
| 11/9/2022 | Congress Wealth Management LLC DE | 1,133,546 | $31.49M | 0.8% | +15.1% | 7.197% | |
| 10/14/2022 | Melone Private Wealth LLC | 185,689 | $5.19M | 4.5% | +6.6% | 1.350% | |
| 10/11/2022 | Arkansas Financial Group Inc. | 10,008 | $278K | 0.1% | +11.0% | 0.073% | |
| 9/16/2022 | Private Trust Co. NA | 2,913 | $86K | 0.0% | N/A | 0.024% | |
| 8/12/2022 | Congress Wealth Management LLC DE | 985,197 | $29.13M | 0.7% | +1,669.6% | 8.109% | |
| 8/5/2022 | Financial Gravity Asset Management Inc. | 130,391 | $3.86M | 0.1% | +120.9% | 1.073% | |
| 7/15/2022 | Arkansas Financial Group Inc. | 9,017 | $267K | 0.1% | N/A | 0.076% | |
| 7/13/2022 | Cambridge Investment Research Advisors Inc. | 32,295 | $955K | 0.0% | +361.6% | 0.280% | |
| 7/11/2022 | Melone Private Wealth LLC | 174,111 | $5.15M | 4.4% | +2.9% | 1.507% | |
| 5/12/2022 | ST Germain D J Co. Inc. | 293,308 | $9.39M | 0.5% | +22.7% | 3.071% | |
| 4/29/2022 | Melone Private Wealth LLC | 169,171 | $5.16M | 4.2% | -2.3% | 1.692% | |
| 2/11/2022 | Laraway Financial Inc | 12,030 | $419K | 0.4% | N/A | 0.113% | |
| 2/10/2022 | OLD Mission Capital LLC | 14,360 | $500K | 0.0% | +7.5% | 0.135% | |
| 2/7/2022 | Advisors Preferred LLC | 12,544 | $433K | 0.0% | N/A | 0.118% | |
| 2/4/2022 | Congress Wealth Management LLC DE | 83,751 | $2.92M | 0.1% | N/A | 0.790% | |
| 2/3/2022 | Cambridge Investment Research Advisors Inc. | 24,713 | $860K | 0.0% | +32.7% | 0.233% | |
| 1/21/2022 | Melone Private Wealth LLC | 173,119 | $6.03M | 4.5% | N/A | 1.588% | |
| 1/19/2022 | Curbstone Financial Management Corp | 12,070 | $420K | 0.1% | N/A | 0.111% | |
| 11/2/2021 | Cambridge Investment Research Advisors Inc. | 18,624 | $654K | 0.0% | -14.5% | 0.156% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 8/16/2021 | Wealthcare Advisory Partners LLC | 67,033 | $2.37M | 0.2% | +46.6% | 0.626% | |
| 8/13/2021 | OLD Mission Capital LLC | 13,355 | $473K | 0.0% | N/A | 0.125% | |
| 8/11/2021 | Sofos Investments Inc. | 141,538 | $5.01M | 1.8% | +8.5% | 1.323% | |
| 8/10/2021 | Cambridge Investment Research Advisors Inc. | 21,772 | $771K | 0.0% | +26.8% | 0.203% | |
| 5/7/2021 | Cambridge Investment Research Advisors Inc. | 17,176 | $591K | 0.0% | +12.9% | 0.180% | |
| 4/30/2021 | Wealthcare Advisory Partners LLC | 45,720 | $1.57M | 0.1% | N/A | 0.484% | |
