| 5/19/2026 | Bank of America Corp DE | 42,045 | $1.11M | 0.0% | +18.4% | 0.275% | |
| 5/18/2026 | Royal Bank of Canada | 1,189 | $32K | 0.0% | -85.0% | 0.008% | |
| 5/18/2026 | Empowered Funds LLC | 512,482 | $13.49M | 0.1% | N/A | 3.350% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 44,110 | $1.16M | 0.0% | N/A | 0.288% | |
| 5/14/2026 | Hilltop Holdings Inc. | 17,549 | $462K | 0.0% | -62.3% | 0.115% | |
| 5/13/2026 | Cetera Investment Advisers | 114,123 | $3.01M | 0.0% | N/A | 0.746% | |
| 5/7/2026 | Balefire LLC | 64,214 | $1.69M | 0.3% | N/A | 0.420% | |
| 5/7/2026 | Parallel Advisors LLC | 4,615 | $122K | 0.0% | +24.4% | 0.030% | |
| 5/6/2026 | Assetmark Inc. | 3,129,395 | $82.40M | 0.2% | +5,639.0% | 20.454% | |
| 5/4/2026 | J. Safra Sarasin Holding AG | 119,357 | $3.14M | 0.1% | -12.6% | 0.780% | |
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| 5/1/2026 | Kaizen Financial Strategies | 8,000 | $207K | 0.1% | N/A | 0.052% | |
| 5/1/2026 | Fifth Third Bancorp | 1,354 | $36K | 0.0% | N/A | 0.009% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 530,739 | $13.97M | 0.7% | +3.4% | 3.424% | |
| 4/27/2026 | PFG Investments LLC | 8,629 | $227K | 0.0% | N/A | 0.056% | |
| 4/21/2026 | Maridea Wealth Management LLC | 100,114 | $2.64M | 0.4% | -55.6% | 0.624% | |
| 4/18/2026 | Legacy Wealth Partners LLC | 71,083 | $1.87M | 0.5% | N/A | 0.432% | |
| 4/17/2026 | Sovereign Financial Group Inc. | 34,771 | $916K | 0.2% | +4.1% | 0.211% | |
| 4/16/2026 | Waystone Advisors LLC | 28,979 | $763K | 0.7% | N/A | 0.176% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 54,792 | $1.41M | 0.0% | N/A | 0.751% | |
| 2/18/2026 | Vident Advisory LLC | 73,501 | $1.90M | 0.0% | N/A | 1.007% | |
| 2/17/2026 | Hilltop Holdings Inc. | 46,607 | $1.20M | 0.1% | N/A | 0.638% | |
| 2/17/2026 | Royal Bank of Canada | 7,928 | $205K | 0.0% | +31,612.0% | 0.109% | |
| 2/13/2026 | Advyzon Investment Management LLC | 404,396 | $10.43M | 1.2% | +308.0% | 5.540% | |
| 2/13/2026 | Ausdal Financial Partners Inc. | 378,246 | $9.76M | 0.5% | +191.5% | 5.181% | |
| 2/12/2026 | Jane Street Group LLC | 34,146 | $881K | 0.0% | -72.6% | 0.468% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 583,151 | $15.05M | 0.0% | N/A | 7.988% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 956 | $25K | 0.0% | +154.3% | 0.013% | |
| 2/12/2026 | Cowa LLC | 49,285 | $1.27M | 0.4% | +335.3% | 0.675% | |
| 2/11/2026 | LPL Financial LLC | 47,117 | $1.22M | 0.0% | +260.1% | 0.645% | |
| 2/11/2026 | Parallel Advisors LLC | 3,710 | $96K | 0.0% | N/A | 0.051% | |
| 2/10/2026 | Avestar Capital LLC | 40,397 | $1.04M | 0.1% | -32.6% | 0.553% | |
| 2/6/2026 | Prevail Innovative Wealth Advisors LLC | 171,248 | $4.42M | 0.8% | +3.3% | 2.346% | |
| 2/6/2026 | HighTower Advisors LLC | 124,969 | $3.22M | 0.0% | +12.9% | 1.712% | |
| 2/5/2026 | Tucker Asset Management LLC | 2,639 | $68K | 0.0% | N/A | 0.036% | |
| 2/2/2026 | Truist Financial Corp | 21,459 | $563K | 0.0% | N/A | 0.281% | |
| 2/2/2026 | Summit Place Financial Advisors LLC | 201,028 | $5.19M | 2.5% | -2.2% | 2.628% | |
| 1/27/2026 | Osborne Partners Capital Management LLC | 513,243 | $13.24M | 0.7% | +0.2% | 6.798% | |
| 1/26/2026 | Reyes Financial Architecture Inc. | 4,252 | $110K | 0.1% | N/A | 0.055% | |
| 1/23/2026 | Farther Finance Advisors LLC | 148,563 | $3.83M | 0.0% | N/A | 1.905% | |
| 1/23/2026 | Assetmark Inc. | 54,529 | $1.41M | 0.0% | +16,834.5% | 0.699% | |
Iran just proved America's energy strategy is broken (Ad) When the U.S.-Iran deal allowed Iranian oil to flow again, energy stocks dropped 1.7% almost instantly - proving how exposed American energy policy remains to foreign supply decisions.
But beneath U.S. soil sits an energy source estimated at 50,000 times the size of all global oil and gas reserves combined. It can't be sanctioned, embargoed, or shut off. Last year, a drilling crew hit targets 12 years ahead of schedule. Google signed a 15-year deal. Gates wrote the check. One company sits at the center, with August 18th as a key date to watch. Discover the company positioned to make OPEC irrelevant |
| 1/21/2026 | Flagship Harbor Advisors LLC | 1,776 | $46K | 0.0% | N/A | 0.023% | |
| 1/15/2026 | J. Safra Sarasin Holding AG | 136,509 | $3.52M | 0.1% | +8.6% | 1.773% | |
| 1/12/2026 | GenWealth Group Inc. | 580,385 | $14.99M | 2.6% | -9.1% | 7.537% | |
| 1/8/2026 | PMV Capital Advisers LLC | 5,282 | $136K | 0.2% | N/A | 0.066% | |
| 1/8/2026 | Maridea Wealth Management LLC | 225,417 | $5.82M | 0.9% | +79.0% | 2.818% | |
| 1/7/2026 | Sovereign Financial Group Inc. | 33,388 | $861K | 0.1% | +6.2% | 0.415% | |
| 11/20/2025 | WBI Investments LLC | 22,854 | $603K | 0.2% | +87.5% | 0.339% | |
| 11/17/2025 | Susquehanna International Group LLP | 36,212 | $956K | 0.0% | -8.5% | 0.536% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 129,745 | $3.42M | 0.2% | +66.9% | 1.922% | |
| 11/17/2025 | Bank of America Corp DE | 133,060 | $3.51M | 0.0% | -41.2% | 1.971% | |
| 11/14/2025 | GenWealth Group Inc. | 638,295 | $16.85M | 3.1% | +8.2% | 9.456% | |
| 11/13/2025 | Prevail Innovative Wealth Advisors LLC | 165,710 | $4.37M | 0.8% | N/A | 2.455% | |
| 11/10/2025 | Cowa LLC | 11,323 | $299K | 0.1% | N/A | 0.168% | |
| 11/10/2025 | Advyzon Investment Management LLC | 99,109 | $2.62M | 0.4% | -13.9% | 1.468% | |
| 11/7/2025 | Avestar Capital LLC | 59,968 | $1.58M | 0.1% | -7.8% | 0.888% | |
| 11/7/2025 | Maridea Wealth Management LLC | 125,943 | $3.35M | 0.5% | +104.1% | 1.866% | |
| 11/7/2025 | Fortis Group Advisors LLC | 136,304 | $3.68M | 0.6% | N/A | 2.019% | |
| 11/7/2025 | HighTower Advisors LLC | 110,651 | $2.92M | 0.0% | -35.1% | 1.639% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 22,932 | $605K | 0.0% | -19.3% | 0.340% | |
| 11/3/2025 | AE Wealth Management LLC | 1,680 | $44K | 0.0% | +147.1% | 0.025% | |
| 11/3/2025 | J. Safra Sarasin Holding AG | 125,706 | $3.32M | 0.1% | N/A | 1.862% | |
| 10/31/2025 | Trek Financial LLC | 323,715 | $8.54M | 0.5% | N/A | 4.796% | |
| 10/30/2025 | Osborne Partners Capital Management LLC | 512,305 | $13.52M | 0.7% | +6.8% | 7.590% | |
| 10/23/2025 | Summit Place Financial Advisors LLC | 205,592 | $5.43M | 2.6% | -4.5% | 3.046% | |
| 10/17/2025 | Sovereign Financial Group Inc. | 31,428 | $829K | 0.2% | N/A | 0.476% | |
| 8/15/2025 | Bank of America Corp DE | 226,288 | $5.83M | 0.0% | -8.0% | 4.310% | |
| 8/14/2025 | Jane Street Group LLC | 139,184 | $3.59M | 0.0% | -19.6% | 2.651% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 77,753 | $2.00M | 0.1% | -57.6% | 1.481% | |
| 8/13/2025 | Flow Traders U.S. LLC | 80,776 | $2.08M | 0.1% | N/A | 1.539% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 25,764 | $664K | 0.1% | N/A | 0.491% | |
| 8/13/2025 | Virtue Capital Management LLC | 189,396 | $4.88M | 0.9% | N/A | 3.608% | |
| 8/12/2025 | JPMorgan Chase & Co. | 1,425 | $37K | 0.0% | -49.1% | 0.027% | |
| 8/8/2025 | Advyzon Investment Management LLC | 115,043 | $2.97M | 0.7% | N/A | 2.256% | |
| 8/5/2025 | NewSquare Capital LLC | 73,608 | $1.90M | 0.1% | +2.1% | 1.443% | |
| 8/5/2025 | WorthPointe LLC | 32,853 | $847K | 0.4% | N/A | 0.644% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 28,409 | $732K | 0.0% | -88.5% | 0.557% | |
| 7/24/2025 | Summit Place Financial Advisors LLC | 215,292 | $5.55M | 2.8% | +1.7% | 4.101% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 519,188 | $13.38M | 0.9% | N/A | 10.384% | |
| 7/23/2025 | Defined Financial Planning LLC | 9,381 | $246K | 0.2% | -38.1% | 0.188% | |
| 7/22/2025 | Belpointe Asset Management LLC | 17,260 | $445K | 0.0% | N/A | 0.345% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 25,185 | $649K | 0.3% | N/A | 0.504% | |
| 7/16/2025 | GenWealth Group Inc. | 589,940 | $15.20M | 3.1% | +1.3% | 11.799% | |
| 7/16/2025 | Maridea Wealth Management LLC | 61,716 | $1.59M | 0.4% | -62.5% | 1.234% | |
| 7/15/2025 | Heritage Oak Wealth Advisors LLC | 17,747 | $457K | 0.2% | N/A | 0.355% | |
| 7/10/2025 | Worth Asset Management LLC | 16,278 | $419K | 0.2% | -45.9% | 0.332% | |
| 5/22/2025 | WBI Investments LLC | 11,963 | $326K | 0.1% | N/A | 0.180% | |
| 5/19/2025 | Jane Street Group LLC | 173,063 | $4.72M | 0.0% | +139.9% | 2.602% | |
| 5/16/2025 | Empowered Funds LLC | 201,419 | $5.49M | 0.1% | +51.0% | 3.029% | |
| 5/15/2025 | Vident Advisory LLC | 342,381 | $9.33M | 0.1% | +741.4% | 5.149% | |
| 5/14/2025 | Napa Wealth Management | 18,714 | $510K | 0.3% | +41.6% | 0.281% | |
Iran just proved America's energy strategy is broken (Ad) When the U.S.-Iran deal allowed Iranian oil to flow again, energy stocks dropped 1.7% almost instantly - proving how exposed American energy policy remains to foreign supply decisions.
But beneath U.S. soil sits an energy source estimated at 50,000 times the size of all global oil and gas reserves combined. It can't be sanctioned, embargoed, or shut off. Last year, a drilling crew hit targets 12 years ahead of schedule. Google signed a 15-year deal. Gates wrote the check. One company sits at the center, with August 18th as a key date to watch. Discover the company positioned to make OPEC irrelevant |
| 5/14/2025 | Summit Financial LLC | 59,015 | $1.61M | 0.0% | N/A | 0.887% | |
| 5/13/2025 | Global View Capital Management LLC | 11,292 | $308K | 0.1% | N/A | 0.170% | |
| 5/13/2025 | HighTower Advisors LLC | 51,326 | $1.40M | 0.0% | -77.1% | 0.772% | |
| 5/7/2025 | Maridea Wealth Management LLC | 164,749 | $4.49M | 1.5% | +61.3% | 2.085% | |
| 5/7/2025 | LPL Financial LLC | 358,813 | $9.78M | 0.0% | -17.4% | 4.542% | |
| 5/7/2025 | Nvwm LLC | 5,674 | $155K | 0.0% | N/A | 0.072% | |
| 5/6/2025 | Assetmark Inc. | 8,207 | $224K | 0.0% | -88.7% | 0.104% | |
| 5/6/2025 | PFG Advisors | 10,421 | $284K | 0.0% | -4.2% | 0.132% | |
| 5/1/2025 | Reyes Financial Architecture Inc. | 4,944 | $135K | 0.1% | -93.5% | 0.063% | |
| 4/30/2025 | Trek Financial LLC | 32,107 | $875K | 0.1% | N/A | 0.406% | |