5/1/2025 | Croban | 80,089 | $3.05M | 2.8% | N/A | 0.281% | |
4/30/2025 | MJP Associates Inc. ADV | 226,184 | $8.62M | 1.6% | -11.7% | 0.793% | |
4/30/2025 | Stratos Wealth Advisors LLC | 24,744 | $942K | 0.1% | -29.8% | 0.087% | |
4/30/2025 | Stratos Investment Management LLC | 7,073 | $269K | 0.0% | N/A | 0.025% | |
4/29/2025 | Envestnet Asset Management Inc. | 802,896 | $30.58M | 0.0% | +0.1% | 2.813% | |
4/29/2025 | Atlantic Edge Private Wealth Management LLC | 652 | $25K | 0.0% | N/A | 0.002% | |
4/29/2025 | REDW Wealth LLC | 9,397 | $358K | 0.1% | N/A | 0.033% | |
4/29/2025 | Silver Oak Securities Incorporated | 9,893 | $377K | 0.0% | -69.0% | 0.035% | |
4/28/2025 | D.A. Davidson & CO. | 213,788 | $8.14M | 0.1% | +6.1% | 0.749% | |
4/28/2025 | Equita Financial Network Inc. | 6,821 | $260K | 0.1% | +7.6% | 0.024% | |
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4/28/2025 | DAVENPORT & Co LLC | 14,965 | $570K | 0.0% | +12.3% | 0.052% | |
4/25/2025 | Essex Financial Services Inc. | 26,494 | $1.01M | 0.1% | +280.9% | 0.093% | |
4/23/2025 | Saxony Capital Management LLC | 5,800 | $221K | 0.2% | N/A | 0.020% | |
4/23/2025 | Trust Co of Kansas | 833,548 | $31.75M | 16.9% | +8.8% | 2.921% | |
4/23/2025 | Mokosak Advisory Group LLC | 5,384 | $205K | 0.1% | -14.9% | 0.019% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 96,337 | $3.67M | 0.0% | -15.5% | 0.338% | |
4/22/2025 | Matrix Asset Advisors Inc. NY | 62,124 | $2.37M | 0.3% | +2.7% | 0.218% | |
4/22/2025 | Lighthouse Wealth Management Inc. | 27,237 | $1.04M | 1.0% | +2.9% | 0.095% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 96,278 | $3.67M | 0.1% | -27.8% | 0.367% | |
4/17/2025 | Janney Montgomery Scott LLC | 242,529 | $9.24M | 0.0% | +670.1% | 0.924% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 61,056 | $2.33M | 0.0% | +7.6% | 0.233% | |
4/16/2025 | Goldstone Financial Group LLC | 13,868 | $528K | 0.1% | -52.5% | 0.053% | |
4/15/2025 | Capital Advisors Ltd. LLC | 73,252 | $2.79M | 0.4% | +6.4% | 0.279% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 6,075 | $231K | 0.0% | +5.2% | 0.023% | |
4/14/2025 | CMH Wealth Management LLC | 167,139 | $6.37M | 1.6% | -1.6% | 0.637% | |
4/11/2025 | Harbor Group Inc. | 402,025 | $15.31M | 3.1% | +6.9% | 1.532% | |
4/9/2025 | Swisher Financial Concepts Inc. | 19,487 | $742K | 0.6% | -15.4% | 0.074% | |
4/8/2025 | Cascade Investment Advisors Inc. | 5,770 | $220K | 0.1% | +14.5% | 0.022% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 56,751 | $2.39M | 0.0% | +1.1% | 0.223% | |
3/12/2025 | Centaurus Financial Inc. | 3,227 | $136K | 0.0% | N/A | 0.013% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 178,378 | $7.51M | 1.3% | -3.5% | 0.708% | |
2/18/2025 | Cornerstone Advisory LLC | 6,801 | $300K | 0.0% | N/A | 0.043% | |
2/17/2025 | Two Sigma Investments LP | 138,900 | $5.85M | 0.0% | +80.6% | 0.879% | |
2/17/2025 | MJP Associates Inc. ADV | 256,227 | $10.79M | 1.9% | -0.5% | 1.621% | |
2/17/2025 | Cetera Investment Advisers | 898,136 | $37.82M | 0.1% | -17.6% | 5.681% | |
2/17/2025 | Bank of America Corp DE | 1,367,694 | $57.59M | 0.0% | +28.6% | 8.651% | |
2/17/2025 | Benjamin Edwards Inc. | 97,608 | $4.11M | 0.1% | -9.1% | 0.617% | |
2/14/2025 | Capital Analysts LLC | 42,489 | $1.79M | 0.1% | -8.8% | 0.269% | |
2/14/2025 | Price T Rowe Associates Inc. MD | 1,250,001 | $52.64M | 0.0% | +38.9% | 7.906% | |
2/14/2025 | Stifel Financial Corp | 91,464 | $3.85M | 0.0% | +2.5% | 0.579% | |
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2/14/2025 | TD Waterhouse Canada Inc. | 3,603 | $150K | 0.0% | +1,466.5% | 0.023% | |
2/14/2025 | MML Investors Services LLC | 35,656 | $1.50M | 0.0% | -2.2% | 0.226% | |
2/14/2025 | GeoWealth Management LLC | 17,999 | $758K | 0.0% | N/A | 0.114% | |
2/13/2025 | Marshall Wace LLP | 6,995 | $295K | 0.0% | -40.4% | 0.044% | |
2/13/2025 | Heritage Trust Co | 18,127 | $763K | 0.1% | N/A | 0.115% | |
2/13/2025 | First Foundation Advisors | 91,604 | $3.86M | 0.1% | -0.5% | 0.579% | |
2/13/2025 | Swisher Financial Concepts Inc. | 23,024 | $970K | 1.1% | -56.6% | 0.146% | |
2/13/2025 | Certior Financial Group LLC | 5,181 | $218K | 0.2% | N/A | 0.033% | |
2/13/2025 | Ted Buchan & Co | 37,211 | $1.57M | 0.7% | -8.3% | 0.235% | |
2/13/2025 | Envestnet Asset Management Inc. | 801,717 | $33.76M | 0.0% | -1.0% | 5.071% | |
2/12/2025 | National Wealth Management Group LLC | 214,189 | $9.02M | 6.0% | +0.9% | 1.355% | |
2/12/2025 | National Bank of Canada FI | 1,910 | $81K | 0.0% | -45.8% | 0.012% | |
2/12/2025 | NBZ Investment Advisors LLC | 64,625 | $2.72M | 1.5% | N/A | 0.409% | |
2/11/2025 | Hershey Financial Advisers LLC | 12,468 | $525K | 0.5% | N/A | 0.079% | |
2/11/2025 | LPL Financial LLC | 19,922 | $839K | 0.0% | +34.7% | 0.126% | |
2/10/2025 | John & Kathleen Schreiber Foundation | 111,349 | $4.69M | 2.7% | N/A | 0.704% | |
2/10/2025 | Glenview Trust co | 1,560,592 | $65.72M | 1.2% | +9.5% | 9.871% | |
2/10/2025 | Harbour Investments Inc. | 36,177 | $1.52M | 0.0% | +2.9% | 0.229% | |
2/10/2025 | Commonwealth Equity Services LLC | 571,803 | $24.08M | 0.0% | +23.1% | 3.617% | |
2/10/2025 | Hopwood Financial Services Inc. | 92,945 | $3.91M | 3.0% | N/A | 0.588% | |
2/7/2025 | PFG Advisors | 6,643 | $280K | 0.0% | N/A | 0.042% | |
2/7/2025 | HighTower Advisors LLC | 10,673 | $449K | 0.0% | -8.5% | 0.068% | |
2/7/2025 | Ellerson Group Inc. ADV | 21,133 | $890K | 0.6% | +35.6% | 0.134% | |
2/6/2025 | Raymond James Financial Inc. | 310,975 | $13.10M | 0.0% | N/A | 1.967% | |
2/6/2025 | Souders Financial Advisors | 247,258 | $10.41M | 1.5% | +15.8% | 1.564% | |
2/6/2025 | Bedel Financial Consulting Inc. | 29,719 | $1.29M | 0.2% | +5.7% | 0.188% | |
2/6/2025 | Jones Financial Companies Lllp | 372,098 | $15.67M | 0.0% | +42.1% | 2.354% | |
2/5/2025 | Maia Wealth LLC | 30,338 | $1.30M | 0.3% | +41.1% | 0.192% | |
2/5/2025 | Maple Capital Management Inc. | 35,932 | $1.51M | 0.1% | +41.9% | 0.227% | |
2/5/2025 | Linscomb Wealth Inc. | 239,777 | $10.10M | 0.5% | +9.3% | 1.517% | |
2/5/2025 | Armstrong Fleming & Moore Inc | 313,824 | $13.22M | 8.0% | +2.5% | 1.985% | |
2/5/2025 | Advisor OS LLC | 260,132 | $10.95M | 1.3% | +1.0% | 1.645% | |
2/4/2025 | IFP Advisors Inc | 23,980 | $1.01M | 0.0% | N/A | 0.152% | |
2/4/2025 | Capital Advisors Ltd. LLC | 68,842 | $2.90M | 0.4% | +10.6% | 0.435% | |
2/4/2025 | Summit Asset Management LLC | 58,197 | $2.45M | 0.4% | -1.4% | 0.368% | |
2/3/2025 | Sigma Planning Corp | 57,379 | $2.42M | 0.1% | +10.7% | 0.363% | |
2/3/2025 | Citizens National Bank Trust Department | 13,495 | $568K | 0.1% | +2.6% | 0.085% | |
2/3/2025 | Private Advisor Group LLC | 13,464 | $567K | 0.0% | +9.3% | 0.085% | |
1/31/2025 | D.A. Davidson & CO. | 201,512 | $8.49M | 0.1% | +27.6% | 1.275% | |
1/31/2025 | Truist Financial Corp | 86,059 | $3.62M | 0.0% | -12.2% | 0.544% | |
1/31/2025 | J.W. Cole Advisors Inc. | 6,333 | $267K | 0.0% | -9.1% | 0.040% | |
1/30/2025 | Principal Securities Inc. | 26,820 | $1.13M | 0.0% | +5.7% | 0.170% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 13,753 | $579K | 0.1% | +14.0% | 0.087% | |
1/30/2025 | MidAtlantic Capital Management Inc. | 1,733 | $73K | 0.1% | N/A | 0.011% | |
1/29/2025 | Essex Financial Services Inc. | 6,955 | $293K | 0.0% | N/A | 0.044% | |
1/29/2025 | Comprehensive Financial Planning Inc. PA | 9,858 | $415K | 0.4% | N/A | 0.062% | |
1/27/2025 | Silver Oak Securities Incorporated | 31,918 | $1.36M | 0.1% | +663.4% | 0.202% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 133,297 | $5.61M | 0.2% | +4.6% | 0.843% | |
1/27/2025 | Stratos Wealth Advisors LLC | 35,257 | $1.49M | 0.1% | -2.2% | 0.223% | |
1/24/2025 | DAVENPORT & Co LLC | 13,320 | $561K | 0.0% | +6.7% | 0.084% | |
Virtually Limitless Energy? (Ad) A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discovered a new form of power—what some are calling “Helios” technology. It’s not solar, wind, or even nuclear fission. In fact, it could yield more energy than oil, gas, and coal combined—without harmful byproducts.
This obscure company could be at the center of the next trillion-dollar energy revolution. One company’s discovery could change power forever |
1/22/2025 | Matrix Asset Advisors Inc. NY | 60,480 | $2.55M | 0.3% | +1.9% | 0.383% | |
1/22/2025 | Cascade Investment Advisors Inc. | 5,040 | $212K | 0.1% | N/A | 0.032% | |
1/22/2025 | BankPlus Wealth Management LLC | 6,315 | $266K | 0.2% | N/A | 0.040% | |
1/22/2025 | Lighthouse Wealth Management Inc. | 26,472 | $1.12M | 1.0% | N/A | 0.167% | |
1/21/2025 | Geneos Wealth Management Inc. | 694 | $29K | 0.0% | -35.7% | 0.004% | |
1/17/2025 | Janney Montgomery Scott LLC | 31,495 | $1.33M | 0.0% | +8.9% | 0.199% | |
1/16/2025 | CMH Wealth Management LLC | 169,886 | $7.15M | 1.6% | -11.3% | 1.075% | |
1/16/2025 | Mitchell Mcleod Pugh & Williams Inc. | 19,606 | $826K | 0.2% | +12.0% | 0.124% | |
1/15/2025 | Ameritas Advisory Services LLC | 5,905 | $249K | 0.0% | -34.0% | 0.037% | |
1/15/2025 | Trust Co of Kansas | 765,859 | $32.25M | 15.5% | +11.3% | 4.844% | |