| 5/20/2025 | Focus Partners Wealth | 304,532 | $15.07M | 0.0% | -2.3% | 11.758% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 18,567 | $922K | 0.1% | N/A | 0.717% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 30,433 | $1.51M | 0.7% | +48.6% | 1.175% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 11,206 | $554K | 0.4% | +69,937.5% | 0.433% | |
| 5/14/2025 | Freedom Investment Management Inc. | 15,524 | $768K | 0.1% | -6.4% | 0.599% | |
| 5/14/2025 | Flow Traders U.S. LLC | 83,641 | $4.14M | 0.2% | N/A | 3.229% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 37,137 | $1.84M | 0.0% | +8.0% | 1.434% | |
| 5/12/2025 | Meridian Wealth Management LLC | 4,055 | $201K | 0.0% | N/A | 0.157% | |
| 5/7/2025 | Nemes Rush Group LLC | 94,266 | $4.66M | 0.6% | +42.2% | 3.626% | |
| 5/6/2025 | Cetera Investment Advisers | 102,130 | $5.05M | 0.0% | N/A | 3.928% | |
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| 5/5/2025 | IFP Advisors Inc | 10,600 | $524K | 0.0% | N/A | 0.408% | |
| 5/5/2025 | STAR Financial Bank | 27,707 | $1.37M | 1.0% | +7.1% | 1.066% | |
| 5/2/2025 | Sigma Planning Corp | 5,532 | $274K | 0.0% | -12.8% | 0.213% | |
| 5/1/2025 | CWM LLC | 43,619 | $2.16M | 0.0% | -24.8% | 1.678% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 17,972 | $889K | 0.0% | +1.5% | 0.691% | |
| 4/29/2025 | Crew Capital Management Ltd. | 10,906 | $540K | 0.4% | +2.8% | 0.419% | |
| 4/29/2025 | World Investment Advisors | 13,413 | $664K | 0.0% | +2.5% | 0.516% | |
| 4/28/2025 | Holcombe Financial Inc. | 7,599 | $376K | 0.3% | N/A | 0.292% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 16,177 | $799K | 0.3% | +226.9% | 0.622% | |
| 4/24/2025 | Legacy CG LLC | 184,615 | $9.13M | 3.0% | +4.3% | 7.101% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 88,729 | $4.39M | 0.5% | -91.5% | 3.521% | |
| 2/18/2025 | Strait & Sound Wealth Management LLC | 20,475 | $1.01M | 0.5% | N/A | 0.984% | |
| 2/17/2025 | Focus Partners Wealth | 311,838 | $15.36M | 0.0% | +192.6% | 14.992% | |
| 2/17/2025 | Bank of America Corp DE | 41,727 | $2.05M | 0.0% | +40.9% | 2.006% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 34,388 | $1.69M | 0.0% | +7.9% | 1.653% | |
| 2/14/2025 | Freedom Investment Management Inc. | 16,584 | $814K | 0.1% | -11.8% | 0.797% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,709 | $869K | 0.0% | +103.8% | 0.851% | |
| 2/12/2025 | World Investment Advisors | 13,089 | $642K | 0.0% | +25.9% | 0.629% | |
| 2/12/2025 | Nemes Rush Group LLC | 66,312 | $3.26M | 0.4% | N/A | 3.188% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 8,597 | $422K | 0.0% | N/A | 0.413% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,634 | $277K | 0.0% | -12.8% | 0.271% | |
| 2/6/2025 | Crew Capital Management Ltd. | 10,612 | $521K | 0.4% | N/A | 0.510% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 1,037 | $51K | 0.0% | -77.5% | 0.050% | |
| 2/4/2025 | Exchange Capital Management Inc. | 47,567 | $2.34M | 0.4% | N/A | 2.287% | |
| 2/4/2025 | Rothschild Investment LLC | 12,865 | $631K | 0.0% | -18.1% | 0.619% | |
| 2/3/2025 | Sigma Planning Corp | 6,342 | $311K | 0.0% | -27.0% | 0.305% | |
| 1/31/2025 | Truist Financial Corp | 8,366 | $411K | 0.0% | N/A | 0.402% | |
| 1/30/2025 | Financial Guidance Group Inc. | 34,388 | $1.69M | 0.9% | +7.9% | 1.653% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,753 | $339K | 0.0% | +23.6% | 0.325% | |
| 1/27/2025 | Legacy CG LLC | 177,005 | $8.69M | 2.7% | +25.5% | 8.510% | |
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| 1/24/2025 | Oregon Pacific Wealth Management LLC | 4,409 | $216K | 0.2% | N/A | 0.212% | |
| 1/17/2025 | Endeavor Private Wealth Inc. | 1,293 | $64K | 0.1% | N/A | 0.062% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 5,131 | $252K | 0.0% | N/A | 0.247% | |
| 1/16/2025 | Sugar Maple Asset Management LLC | 2,000 | $98K | 0.1% | N/A | 0.096% | |
| 1/16/2025 | Amplius Wealth Advisors LLC | 1,041,177 | $51.10M | 5.2% | -3.4% | 50.057% | |
| 1/15/2025 | Astoria Portfolio Advisors LLC. | 4,948 | $242K | 0.1% | -8.5% | 0.238% | |
| 11/25/2024 | World Investment Advisors LLC | 10,395 | $518K | 0.0% | -54.5% | 0.500% | |
| 11/18/2024 | Hobbs Group Advisors LLC | 2,154 | $107K | 0.0% | -94.4% | 0.104% | |
| 11/15/2024 | Jane Street Group LLC | 15,276 | $762K | 0.0% | -23.0% | 0.734% | |
| 11/15/2024 | Kovitz Investment Group Partners LLC | 6,500 | $324K | 0.0% | N/A | 0.313% | |
| 11/14/2024 | Flow Traders U.S. LLC | 16,897 | $843K | 0.0% | N/A | 0.812% | |
| 11/13/2024 | Freedom Investment Management Inc. | 18,793 | $937K | 0.1% | -4.7% | 0.904% | |
| 11/9/2024 | STAR Financial Bank | 22,091 | $1.10M | 0.7% | N/A | 1.062% | |
| 11/5/2024 | Aptus Capital Advisors LLC | 31,864 | $1.59M | 0.0% | +26.8% | 1.532% | |
| 11/4/2024 | Sigma Planning Corp | 8,683 | $433K | 0.0% | -9.1% | 0.417% | |
| 10/30/2024 | Legacy CG LLC | 141,069 | $7.04M | 2.3% | +4.2% | 6.782% | |
| 10/29/2024 | Farther Finance Advisors LLC | 9,031 | $450K | 0.0% | +5.1% | 0.434% | |
| 10/23/2024 | Financial Guidance Group Inc. | 31,864 | $1.59M | 0.9% | +26.8% | 1.532% | |
| 10/16/2024 | Amplius Wealth Advisors LLC | 1,078,321 | $53.78M | 5.9% | +22.2% | 51.842% | |
| 10/8/2024 | CWM LLC | 59,753 | $2.98M | 0.0% | +29.8% | 2.873% | |
| 10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,463 | $272K | 0.0% | +14.5% | 0.263% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 25,127 | $1.23M | 0.0% | N/A | 1.208% | |
| 7/31/2024 | Farther Finance Advisors LLC | 8,594 | $419K | 0.0% | +406.7% | 0.413% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 6,451 | $316K | 0.0% | -8.2% | 0.310% | |
| 7/31/2024 | Rothschild Investment LLC | 14,085 | $690K | 0.0% | N/A | 0.677% | |
| 7/25/2024 | Financial Guidance Group Inc. | 25,127 | $1.23M | 0.8% | N/A | 1.208% | |
| 7/23/2024 | Amplius Wealth Advisors LLC | 882,163 | $43.20M | 4.8% | +60.8% | 42.412% | |
| 7/22/2024 | Legacy CG LLC | 135,422 | $6.63M | 2.3% | N/A | 6.511% | |
| 7/22/2024 | Hobbs Group Advisors LLC | 38,362 | $1.88M | 0.7% | N/A | 1.844% | |
| 7/10/2024 | CWM LLC | 46,024 | $2.25M | 0.0% | +87.6% | 2.213% | |
| 5/7/2024 | WealthPLAN Partners LLC | 7,672 | $377K | 0.0% | -3.1% | 0.369% | |
| 4/17/2024 | Municipal Employees Retirement System of Michigan | 416,558 | $20.44M | 0.3% | -63.6% | 20.420% | |
| 4/16/2024 | Astoria Portfolio Advisors LLC. | 5,518 | $269K | 0.1% | +29.3% | 0.270% | |
| 4/15/2024 | Sunbelt Securities Inc. | 10,130 | $497K | 0.1% | N/A | 0.497% | |
| 2/16/2024 | Hobbs Group Advisors LLC | 48,435 | $2.39M | 1.1% | N/A | 2.576% | |
| 2/14/2024 | Connectus Wealth LLC | 404,645 | $20.08M | 0.4% | -1.7% | 21.524% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 6,500 | $321K | 0.0% | +4,233.3% | 0.346% | |
| 2/7/2024 | Astoria Portfolio Advisors LLC. | 4,268 | $210K | 0.1% | N/A | 0.227% | |
| 2/1/2024 | Sigma Planning Corp | 6,841 | $338K | 0.0% | -44.0% | 0.364% | |
| 1/10/2024 | Peak Financial Advisors LLC | 8,341 | $412K | 0.3% | N/A | 0.444% | |
| 11/15/2023 | WealthPlan Investment Management LLC | 7,874 | $385K | 0.0% | N/A | 0.419% | |
| 11/6/2023 | Sigma Planning Corp | 12,222 | $598K | 0.0% | +170.6% | 0.650% | |
| 11/3/2023 | Latitude Advisors LLC | 16,947 | $829K | 0.6% | +4.5% | 0.901% | |
| 11/2/2023 | Venturi Wealth Management LLC | 10,840 | $530K | 0.0% | -48.0% | 0.577% | |
| 11/2/2023 | WealthPlan Investment Management LLC | 7,874 | $385K | 0.0% | N/A | 0.419% | |
| 10/10/2023 | Richard P Slaughter Associates Inc | 4,955 | $242K | 0.1% | N/A | 0.264% | |
| 8/9/2023 | Flow Traders U.S. LLC | 5,320 | $261K | 0.0% | -93.2% | 0.283% | |
| 8/2/2023 | Sigma Planning Corp | 4,516 | $222K | 0.0% | N/A | 0.240% | |
| 7/31/2023 | WealthPLAN Partners LLC | 7,189 | $353K | 0.0% | +55.8% | 0.387% | |
| 7/26/2023 | Latitude Advisors LLC | 16,224 | $797K | 0.6% | -5.1% | 0.872% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
| 7/24/2023 | Venturi Wealth Management LLC | 20,840 | $1.02M | 0.1% | N/A | 1.120% | |
| 7/20/2023 | Global Retirement Partners LLC | 1,644 | $81K | 0.0% | -14.0% | 0.088% | |
| 7/14/2023 | Astoria Portfolio Advisors LLC. | 237,575 | $11.70M | 4.5% | -9.6% | 12.773% | |
| 5/15/2023 | Flow Traders U.S. LLC | 77,710 | $3.88M | 0.2% | N/A | 4.317% | |
| 5/10/2023 | WealthPLAN Partners LLC | 4,614 | $230K | 0.0% | N/A | 0.256% | |
| 5/8/2023 | Global Retirement Partners LLC | 1,911 | $95K | 0.0% | N/A | 0.106% | |
| 5/4/2023 | Municipal Employees Retirement System of Michigan | 1,144,713 | $57.11M | 0.9% | +63.0% | 63.595% | |
| 4/27/2023 | Latitude Advisors LLC | 17,098 | $853K | 0.6% | N/A | 0.950% | |
| 4/5/2023 | Astoria Portfolio Advisors LLC. | 262,913 | $13.13M | 5.5% | +27.6% | 17.645% | |
| 1/23/2023 | Astoria Portfolio Advisors LLC. | 206,014 | $10.25M | 4.8% | N/A | 14.821% | |
