| 5/2/2025 | Bear Mountain Capital Inc. | 36,392 | $4.16M | 1.6% | +2.0% | 0.127% | |
| 5/2/2025 | Members Trust Co | 9,537 | $1.10M | 0.0% | +44.1% | 0.033% | |
| 5/2/2025 | Bailard Inc. | 24,350 | $2.80M | 0.1% | -7.2% | 0.085% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 14,751 | $1.69M | 0.1% | -2.1% | 0.052% | |
| 5/2/2025 | Wealthgarden F.S. LLC | 2,185 | $251K | 0.2% | +19.0% | 0.008% | |
| 5/1/2025 | Gould Asset Management LLC CA | 13,308 | $1.53M | 0.3% | -2.0% | 0.047% | |
| 5/1/2025 | LRI Investments LLC | 5,430 | $624K | 0.1% | N/A | 0.019% | |
| 5/1/2025 | Asset Dedication LLC | 22,489 | $2.58M | 0.2% | +3.3% | 0.079% | |
| 5/1/2025 | CWM LLC | 21,667 | $2.49M | 0.0% | +0.8% | 0.076% | |
| 5/1/2025 | 3EDGE Asset Management LP | 47,087 | $5.41M | 0.4% | -6.7% | 0.165% | |
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| 5/1/2025 | Fingerlakes Wealth Management Inc. | 17,189 | $1.98M | 1.7% | +4.1% | 0.060% | |
| 4/30/2025 | MJP Associates Inc. ADV | 2,238 | $257K | 0.0% | -18.9% | 0.008% | |
| 4/30/2025 | Round Rock Advisors LLC | 8,927 | $1.03M | 0.2% | +2.3% | 0.031% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 5,054 | $581K | 0.2% | -11.3% | 0.018% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 5,917 | $680K | 0.0% | -38.6% | 0.021% | |
| 4/30/2025 | M&T Bank Corp | 516,050 | $59.28M | 0.2% | -1.8% | 1.804% | |
| 4/30/2025 | Sharper & Granite LLC | 6,959 | $799K | 0.3% | +2.7% | 0.024% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 323,252 | $37.13M | 0.0% | +26.8% | 1.130% | |
| 4/29/2025 | Fund Evaluation Group LLC | 128,645 | $14.76M | 0.6% | -9.8% | 0.450% | |
| 4/29/2025 | HM Payson & Co. | 89,291 | $10.26M | 0.2% | +1.3% | 0.312% | |
| 4/29/2025 | World Investment Advisors | 105,136 | $12.08M | 0.3% | -43.6% | 0.368% | |
| 4/29/2025 | Olde Wealth Management LLC | 32,984 | $3.79M | 1.3% | -0.4% | 0.115% | |
| 4/29/2025 | Morris Financial Concepts Inc. | 4,896 | $562K | 0.2% | -4.8% | 0.017% | |
| 4/29/2025 | Brookstone Capital Management | 33,069 | $3.80M | 0.1% | -6.4% | 0.116% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 31,399 | $3.61M | 0.0% | +11.3% | 0.110% | |
| 4/28/2025 | D.A. Davidson & CO. | 51,404 | $5.91M | 0.0% | -5.0% | 0.180% | |
| 4/28/2025 | Mutual Advisors LLC | 8,395 | $954K | 0.0% | -1.5% | 0.029% | |
| 4/28/2025 | Milestone Investment Advisors LLC | 14,361 | $1.65M | 0.5% | -3.8% | 0.050% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 12,125 | $1.39M | 0.1% | -0.7% | 0.042% | |
| 4/28/2025 | Pinnacle Financial Partners Inc | 1,900 | $218K | 0.0% | -14.8% | 0.007% | |
| 4/28/2025 | McGinn Penninger Investment Management Inc. | 8,112 | $932K | 0.6% | N/A | 0.028% | |
| 4/28/2025 | Coastline Trust Co | 8,820 | $1.01M | 0.1% | -1.9% | 0.031% | |
| 4/28/2025 | Keybank National Association OH | 56,244 | $6.46M | 0.0% | -6.5% | 0.197% | |
| 4/28/2025 | Guerra Pan Advisors LLC | 2,525 | $290K | 0.2% | -5.0% | 0.009% | |
| 4/28/2025 | Money Design Co. Ltd. | 132,929 | $15.27M | 0.8% | +72.8% | 0.465% | |
| 4/28/2025 | Vontobel Holding Ltd. | 4,864 | $559K | 0.0% | -10.8% | 0.017% | |
| 4/25/2025 | JNBA Financial Advisors | 6,319 | $726K | 0.1% | -13.3% | 0.022% | |
| 4/25/2025 | Spinnaker Trust | 605,262 | $69.53M | 4.5% | -2.9% | 2.116% | |
| 4/25/2025 | Westside Investment Management Inc. | 7,227 | $830K | 0.2% | -9.9% | 0.025% | |
| 4/25/2025 | Meridian Financial LLC | 4,918 | $565K | 0.4% | -2.0% | 0.017% | |
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| 4/25/2025 | WealthBridge Capital Management LLC | 4,567 | $525K | 0.1% | -6.1% | 0.016% | |
| 4/24/2025 | Smart Portfolios LLC | 7,513 | $863K | 0.9% | +4.2% | 0.026% | |
| 4/24/2025 | Villere ST Denis J & Co. LLC | 3,000 | $345K | 0.0% | -44.6% | 0.010% | |
| 4/24/2025 | Money Concepts Capital Corp | 1,759 | $202K | 0.0% | -5.7% | 0.006% | |
| 4/24/2025 | Trust Co. of Vermont | 4,144 | $476K | 0.0% | -25.3% | 0.014% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 3,291 | $378K | 0.3% | +34.6% | 0.012% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 13,782 | $1.58M | 0.0% | -4.7% | 0.048% | |
| 4/23/2025 | Pure Financial Advisors LLC | 29,506 | $3.39M | 0.1% | N/A | 0.103% | |
| 4/23/2025 | Golden State Wealth Management LLC | 308 | $35K | 0.0% | +100.0% | 0.001% | |
| 4/23/2025 | First Pacific Financial | 17,966 | $2.06M | 0.4% | -8.1% | 0.063% | |
| 4/23/2025 | New Covenant Trust Company N.A. | 16,283 | $1.86M | 2.0% | -2.0% | 0.057% | |
| 4/23/2025 | Ledyard National Bank | 21,129 | $2.43M | 0.2% | -1.7% | 0.074% | |
| 4/22/2025 | Consolidated Planning Corp | 25,110 | $2.88M | 0.4% | +5.2% | 0.088% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 1,916 | $220K | 0.0% | -10.0% | 0.007% | |
| 4/22/2025 | Garde Capital Inc. | 37,617 | $4.32M | 0.2% | +0.3% | 0.132% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,142 | $361K | 0.0% | -9.0% | 0.011% | |
| 4/21/2025 | Bigelow Investment Advisors LLC | 12,532 | $1.44M | 0.7% | -4.8% | 0.044% | |
| 4/21/2025 | Warner Financial Inc. | 3,942 | $453K | 0.2% | -39.5% | 0.014% | |
| 4/21/2025 | Dunhill Financial LLC | 3,330 | $382K | 0.2% | +1,532.4% | 0.012% | |
| 4/21/2025 | Prentiss Smith & Co. Inc. | 8,442 | $970K | 0.6% | +6.4% | 0.030% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 19,178 | $2.20M | 0.1% | -1.9% | 0.067% | |
| 4/18/2025 | Shepherd Financial Partners LLC | 22,511 | $2.59M | 0.3% | -16.6% | 0.079% | |
| 4/18/2025 | Colorado Capital Management Inc. | 14,936 | $1.72M | 0.8% | -7.3% | 0.052% | |
| 4/18/2025 | Bell Bank | 4,854 | $558K | 0.0% | -7.0% | 0.017% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 34,429 | $3.96M | 0.1% | -26.4% | 0.120% | |
| 4/17/2025 | Grimes & Company Inc. | 30,084 | $3.46M | 0.1% | +0.6% | 0.105% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 48,729 | $5.60M | 0.0% | -1.7% | 0.163% | |
| 4/17/2025 | Mission Wealth Management LP | 483,625 | $55.55M | 1.4% | +4.8% | 1.620% | |
| 4/17/2025 | Stewardship Advisors LLC | 94,943 | $10.91M | 2.9% | -8.7% | 0.318% | |
| 4/17/2025 | Good Life Advisors LLC | 8,089 | $929K | 0.1% | -4.6% | 0.027% | |
| 4/17/2025 | Brighton Jones LLC | 5,059 | $581K | 0.0% | -9.3% | 0.017% | |
| 4/17/2025 | Stanich Group LLC | 2,006 | $230K | 0.2% | -31.0% | 0.007% | |
| 4/17/2025 | Ritholtz Wealth Management | 5,709 | $656K | 0.0% | -3.0% | 0.019% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 908 | $104K | 0.0% | -63.3% | 0.003% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 95,692 | $10.99M | 0.0% | -5.5% | 0.321% | |
| 4/16/2025 | Destiny Capital Corp CO | 8,352 | $959K | 0.7% | +3.8% | 0.028% | |
| 4/16/2025 | High Probability Advisors LLC | 2,468 | $283K | 0.0% | N/A | 0.008% | |
| 4/16/2025 | Sound Stewardship LLC | 8,532 | $980K | 0.6% | -16.5% | 0.029% | |
| 4/16/2025 | Hilltop Wealth Advisors LLC | 42,775 | $4.91M | 2.8% | -2.6% | 0.143% | |
| 4/15/2025 | Fifth Third Bancorp | 3,260 | $374K | 0.0% | +65.2% | 0.011% | |
| 4/15/2025 | Ulland Investment Advisors LLC | 3,880 | $446K | 0.4% | -56.3% | 0.013% | |
| 4/15/2025 | Transform Wealth LLC | 2,883 | $331K | 0.0% | -5.6% | 0.010% | |
| 4/15/2025 | CX Institutional | 232 | $27K | 0.0% | N/A | 0.001% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 5,646 | $649K | 0.0% | -5.0% | 0.019% | |
| 4/15/2025 | Shira Ridge Wealth Management | 287,478 | $33.02M | 16.5% | +9.0% | 0.963% | |
| 4/14/2025 | Farther Finance Advisors LLC | 8,641 | $996K | 0.0% | +1,176.4% | 0.029% | |
| 4/14/2025 | SOA Wealth Advisors LLC. | 13,085 | $1.50M | 0.2% | -74.6% | 0.044% | |
| 4/14/2025 | Flagship Private Wealth LLC | 2,368 | $272K | 0.1% | -10.1% | 0.008% | |
| 4/14/2025 | Bank of New Hampshire | 5,990 | $688K | 0.2% | -29.2% | 0.020% | |
| 4/14/2025 | Miracle Mile Advisors LLC | 21,979 | $2.53M | 0.1% | -2.4% | 0.074% | |
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This obscure company could be at the center of the next trillion-dollar energy revolution. One company’s discovery could change power forever |
| 4/14/2025 | Charter Oak Capital Management LLC | 76,390 | $8.78M | 0.8% | +1.2% | 0.256% | |
| 4/11/2025 | McNamara Financial Services Inc. | 2,908 | $334K | 0.1% | -4.2% | 0.010% | |
| 4/9/2025 | Flagstar Advisors Inc. | 2,479 | $285K | 0.1% | -4.7% | 0.008% | |
| 4/9/2025 | NBC Securities Inc. | 410 | $47K | 0.0% | N/A | 0.001% | |
| 4/9/2025 | SigFig Wealth Management LLC | 1,886 | $215K | 0.0% | N/A | 0.006% | |
| 4/9/2025 | Bond & Devick Financial Network Inc. | 11,873 | $1.36M | 0.5% | -2.6% | 0.040% | |
| 4/9/2025 | Mechanics Bank Trust Department | 3,600 | $414K | 0.1% | -14.7% | 0.012% | |
| 4/8/2025 | Winthrop Advisory Group LLC | 12,766 | $1.47M | 0.2% | -4.1% | 0.043% | |
| 4/7/2025 | Tompkins Financial Corp | 48,549 | $5.58M | 0.5% | -51.0% | 0.163% | |
| 4/4/2025 | Quent Capital LLC | 97,468 | $11.20M | 1.2% | +4.4% | 0.327% | |
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