| 8/14/2025 | Raymond James Financial Inc. | 2,231 | $159K | 0.0% | N/A | 0.030% | |
| 8/14/2025 | Cerity Partners LLC | 5,407 | $385K | 0.0% | N/A | 0.073% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 60,461 | $4.31M | 0.0% | +52.1% | 0.817% | |
| 8/4/2025 | Atria Investments Inc | 2,835 | $202K | 0.0% | N/A | 0.038% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 558,810 | $39.80M | 0.0% | -7.8% | 7.551% | |
| 7/31/2025 | VestGen Investment Management | 15,369 | $1.10M | 0.8% | -20.7% | 0.208% | |
| 7/30/2025 | Freedom Investment Management Inc. | 23,673 | $1.69M | 0.1% | -1.5% | 0.320% | |
| 7/29/2025 | Stratos Investment Management LLC | 86,511 | $6.16M | 0.3% | +15.7% | 1.169% | |
| 7/29/2025 | Empirical Asset Management LLC | 36,066 | $2.57M | 0.8% | +1.4% | 0.487% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 4,081 | $291K | 0.0% | -12.8% | 0.055% | |
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| 7/22/2025 | Wealthcare Advisory Partners LLC | 3,899 | $278K | 0.0% | -11.4% | 0.053% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 3,539 | $252K | 0.0% | N/A | 0.048% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 27,373 | $1.75M | 0.0% | -24.8% | 0.376% | |
| 5/15/2025 | MAI Capital Management | 1,229 | $78K | 0.0% | N/A | 0.019% | |
| 5/14/2025 | Freedom Investment Management Inc. | 24,038 | $1.53M | 0.1% | +11.4% | 0.379% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 39,738 | $2.54M | 0.0% | N/A | 0.626% | |
| 5/13/2025 | Northern Trust Corp | 3,813,829 | $243.32M | 0.0% | +16.3% | 60.060% | |
| 5/7/2025 | LPL Financial LLC | 57,414 | $3.66M | 0.0% | +15.1% | 0.929% | |
| 5/6/2025 | Cetera Investment Advisers | 55,174 | $3.52M | 0.0% | +13.9% | 0.893% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 4,680 | $299K | 0.0% | -9.1% | 0.076% | |
| 4/30/2025 | Cornerstone Planning Group LLC | 490 | $30K | 0.0% | +67.2% | 0.008% | |
| 4/30/2025 | Stratos Investment Management LLC | 74,749 | $4.77M | 0.3% | +1,889.6% | 1.210% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 606,224 | $38.68M | 0.0% | +6.0% | 9.809% | |
| 4/28/2025 | Private Trust Co. NA | 2,577 | $164K | 0.0% | -9.0% | 0.042% | |
| 4/25/2025 | Colonial River Investments LLC | 4,680 | $299K | 0.2% | -9.1% | 0.076% | |
| 4/21/2025 | L.M. Kohn & Company | 36,081 | $2.30M | 0.6% | +0.6% | 0.584% | |
| 4/21/2025 | Aspiriant LLC | 3,756 | $240K | 0.0% | -8.9% | 0.061% | |
| 4/2/2025 | Park National Corp OH | 20,582 | $1.31M | 0.0% | +1.5% | 0.359% | |
| 2/17/2025 | Two Sigma Investments LP | 26,400 | $1.75M | 0.0% | N/A | 0.759% | |
| 2/17/2025 | CoreCap Advisors LLC | 3,619 | $240K | 0.0% | +118.5% | 0.104% | |
| 2/17/2025 | Cetera Investment Advisers | 48,454 | $3.22M | 0.0% | +9.5% | 1.392% | |
| 2/17/2025 | Citadel Advisors LLC | 5,255 | $349K | 0.0% | -76.8% | 0.151% | |
| 2/14/2025 | Northern Trust Corp | 3,278,693 | $217.67M | 0.0% | -0.3% | 94.215% | |
| 2/14/2025 | MML Investors Services LLC | 152,564 | $10.13M | 0.0% | +15.2% | 4.384% | |
| 2/14/2025 | Freedom Investment Management Inc. | 21,582 | $1.43M | 0.1% | +8.4% | 0.620% | |
| 2/13/2025 | Hanlon Investment Management Inc. | 25,225 | $1.68M | 0.5% | -8.1% | 0.725% | |
| 2/13/2025 | Raymond James Financial Inc. | 5,601 | $372K | 0.0% | N/A | 0.161% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 571,886 | $37.97M | 0.0% | +5.2% | 16.434% | |
| 2/11/2025 | LPL Financial LLC | 49,902 | $3.31M | 0.0% | -0.3% | 1.434% | |
| 2/10/2025 | Harbour Investments Inc. | 600 | $40K | 0.0% | N/A | 0.017% | |
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| 2/10/2025 | Commonwealth Equity Services LLC | 215,625 | $14.32M | 0.0% | -10.5% | 6.196% | |
| 2/6/2025 | Raymond James Financial Inc. | 5,601 | $372K | 0.0% | N/A | 0.161% | |
| 1/30/2025 | L.M. Kohn & Company | 35,869 | $2.38M | 0.6% | -9.2% | 1.031% | |
| 1/27/2025 | Stratos Investment Management LLC | 3,757 | $249K | 0.0% | N/A | 0.108% | |
| 1/15/2025 | Empirical Asset Management LLC | 34,734 | $2.31M | 0.1% | -4.3% | 0.998% | |
| 1/10/2025 | ORG Partners LLC | 501 | $33K | 0.0% | N/A | 0.014% | |
| 1/8/2025 | Park National Corp OH | 20,283 | $1.35M | 0.0% | -8.0% | 0.583% | |
| 12/26/2024 | JPMorgan Chase & Co. | 2,500 | $163K | 0.0% | N/A | 0.072% | |
| 11/15/2024 | MML Investors Services LLC | 132,392 | $8.61M | 0.0% | -6.2% | 3.804% | |
| 11/14/2024 | L.M. Kohn & Company | 39,497 | $2.57M | 0.7% | +7.3% | 1.135% | |
| 11/13/2024 | BNP Paribas Financial Markets | 16,000 | $1.04M | 0.0% | N/A | 0.460% | |
| 11/12/2024 | Centaurus Financial Inc. | 9,492 | $617K | 0.0% | +1.6% | 0.273% | |
| 11/4/2024 | Colonial River Investments LLC | 5,149 | $335K | 0.2% | -11.8% | 0.148% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 5,149 | $335K | 0.0% | -11.8% | 0.148% | |
| 10/30/2024 | Hanlon Investment Management Inc. | 27,452 | $1.79M | 0.5% | -2.9% | 0.789% | |
| 10/17/2024 | Aspiriant LLC | 4,124 | $268K | 0.0% | -9.0% | 0.119% | |
| 10/11/2024 | Empirical Asset Management LLC | 36,288 | $2.36M | 0.3% | +173.5% | 1.043% | |
| 9/23/2024 | Centaurus Financial Inc. | 9,339 | $575K | 0.0% | N/A | 0.268% | |
| 8/22/2024 | Cetera Investment Advisers | 26,683 | $1.64M | 0.0% | +14.0% | 0.767% | |
| 8/21/2024 | Advisory Alpha LLC | 3,380 | $208K | 0.0% | N/A | 0.097% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 587,358 | $36.14M | 0.0% | +9.8% | 16.878% | |
| 8/6/2024 | Hanlon Investment Management Inc. | 28,278 | $1.74M | 0.5% | +13.1% | 0.813% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 247,416 | $15.22M | 0.0% | -5.8% | 7.110% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,095 | $129K | 0.0% | N/A | 0.060% | |
| 7/24/2024 | Herold Advisors Inc. | 23,824 | $1.47M | 0.3% | +59.2% | 0.685% | |
| 7/22/2024 | Colonial River Wealth Management LLC | 5,838 | $359K | 0.2% | -25.5% | 0.168% | |
| 7/15/2024 | Park National Corp OH | 21,966 | $1.35M | 0.0% | -0.9% | 0.631% | |
| 5/24/2024 | Cetera Advisors LLC | 14,994 | $883K | 0.0% | N/A | 0.431% | |
| 5/2/2024 | Hanlon Investment Management Inc. | 25,001 | $1.47M | 0.4% | +4.0% | 0.740% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 262,538 | $15.46M | 0.0% | +29.0% | 7.767% | |
| 4/25/2024 | L.M. Kohn & Company | 35,440 | $2.09M | 0.6% | +9.9% | 1.064% | |
| 4/12/2024 | West Coast Financial LLC | 3,400 | $200K | 0.0% | N/A | 0.102% | |
| 4/12/2024 | Global Assets Advisory LLC | 18,737 | $1.10M | 0.0% | N/A | 0.563% | |
| 4/1/2024 | Park National Corp OH | 22,161 | $1.31M | 0.1% | -6.0% | 0.739% | |
| 2/9/2024 | Hanlon Investment Management Inc. | 24,035 | $1.27M | 0.4% | -8.6% | 0.801% | |
| 2/9/2024 | L.M. Kohn & Company | 32,245 | $1.71M | 0.5% | -1.9% | 1.075% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 4,557 | $241K | 0.0% | -71.3% | 0.152% | |
| 1/25/2024 | International Assets Investment Management LLC | 110,972 | $5.88M | 0.0% | N/A | 3.699% | |
| 1/24/2024 | International Assets Investment Management LLC | 110,972 | $5.88M | 0.0% | N/A | 3.699% | |
| 1/23/2024 | Advisory Alpha LLC | 3,867 | $205K | 0.0% | N/A | 0.129% | |
| 1/23/2024 | Colonial River Wealth Management LLC | 10,715 | $568K | 0.3% | -84.9% | 0.357% | |
| 1/19/2024 | Atlantic Union Bankshares Corp | 5,315 | $282K | 0.0% | N/A | 0.177% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 3,944 | $209K | 0.0% | N/A | 0.131% | |
| 1/10/2024 | Sound Income Strategies LLC | 8,483 | $449K | 0.0% | N/A | 0.283% | |
| 1/2/2024 | Park National Corp OH | 23,569 | $1.25M | 0.1% | -3.3% | 0.786% | |
| 11/13/2023 | Northern Trust Corp | 1,539,957 | $73.43M | 0.0% | -0.1% | 51.332% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 492,570 | $23.49M | 0.0% | +1.9% | 16.419% | |
| 11/8/2023 | Janney Montgomery Scott LLC | 5,953 | $284K | 0.0% | N/A | 0.198% | |
| 11/6/2023 | L.M. Kohn & Company | 32,863 | $1.57M | 0.6% | -0.7% | 1.095% | |
| 11/3/2023 | Colonial River Wealth Management LLC | 71,143 | $3.39M | 2.2% | -1.3% | 2.371% | |
Trump’s national nightmare is here (Ad) Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
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| 10/26/2023 | 3D L Capital Management LLC | 20,627 | $983K | 0.3% | -8.1% | 0.688% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 100,716 | $4.80M | 0.0% | +427.6% | 3.357% | |
| 10/18/2023 | Strategic Blueprint LLC | 4,719 | $225K | 0.0% | -14.5% | 0.157% | |
| 10/2/2023 | Park National Corp OH | 24,368 | $1.16M | 0.1% | -11.4% | 0.812% | |
| 8/14/2023 | MML Investors Services LLC | 101,761 | $5.00M | 0.0% | +6.5% | 3.392% | |
| 8/11/2023 | Northern Trust Corp | 1,541,786 | $75.77M | 0.0% | +11.3% | 51.393% | |
| 8/10/2023 | Cetera Investment Advisers | 17,962 | $883K | 0.0% | -5.3% | 0.599% | |
| 8/8/2023 | L.M. Kohn & Company | 33,080 | $1.63M | 0.6% | +5.4% | 1.103% | |
| 8/8/2023 | Colonial River Wealth Management LLC | 72,062 | $3.54M | 2.3% | -7.3% | 2.402% | |
| 8/8/2023 | 3D L Capital Management LLC | 22,450 | $1.10M | 0.3% | -16.2% | 0.748% | |
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