| 1/31/2025 | Truist Financial Corp | 38,942 | $5.38M | 0.0% | +1.7% | 2.434% | |
| 1/31/2025 | Sanctuary Advisors LLC | 4,113 | $602K | 0.0% | -6.8% | 0.257% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 34,749 | $4.80M | 0.1% | N/A | 2.172% | |
| 1/28/2025 | Golden State Wealth Management LLC | 5,176 | $715K | 0.1% | N/A | 0.324% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 34,749 | $4.80M | 0.0% | N/A | 2.172% | |
| 1/23/2025 | Fifth Third Securities Inc. | 11,105 | $1.54M | 0.1% | +7.5% | 0.694% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 2,695 | $372K | 0.1% | +12.6% | 0.168% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 13,702 | $1.89M | 0.1% | +7.8% | 0.856% | |
| 1/17/2025 | Apeiron RIA LLC | 5,260 | $727K | 0.2% | -12.7% | 0.329% | |
| 1/16/2025 | Wealth Management Partners LLC | 22,200 | $3.07M | 1.3% | +1.6% | 1.388% | |
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| 1/14/2025 | Thurston Springer Miller Herd & Titak Inc. | 291 | $40K | 0.0% | -20.5% | 0.018% | |
| 1/8/2025 | International Assets Investment Management LLC | 2,301 | $319K | 0.0% | -99.2% | 0.148% | |
| 12/11/2024 | 1ST Source Bank | 1,606 | $215K | 0.0% | N/A | 0.100% | |
| 11/25/2024 | Sanctuary Advisors LLC | 4,412 | $655K | 0.0% | +16.9% | 0.276% | |
| 11/15/2024 | Stifel Financial Corp | 6,725 | $899K | 0.0% | +12.2% | 0.420% | |
| 11/14/2024 | Plotkin Financial Advisors LLC | 46,222 | $6.18M | 3.7% | N/A | 2.889% | |
| 11/14/2024 | RPg Family Wealth Advisory LLC | 11,037 | $1.48M | 0.4% | +1.1% | 0.690% | |
| 11/12/2024 | Nwam LLC | 4,087 | $546K | 0.0% | N/A | 0.255% | |
| 11/8/2024 | Stonebridge Financial Planning Group LLC | 10,986 | $1.47M | 0.7% | -5.7% | 0.687% | |
| 11/5/2024 | Proactive Wealth Strategies LLC | 5,304 | $709K | 0.4% | N/A | 0.332% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,065 | $276K | 0.0% | +7.6% | 0.129% | |
| 10/22/2024 | International Assets Investment Management LLC | 297,126 | $39.70M | 0.0% | +13,486.0% | 18.570% | |
| 10/22/2024 | Private Advisor Group LLC | 16,677 | $2.23M | 0.0% | +4.1% | 1.042% | |
| 10/16/2024 | Kowal Investment Group LLC | 26,846 | $3.59M | 0.7% | -1.2% | 1.678% | |
| 10/15/2024 | NBC Securities Inc. | 4,200 | $561K | 0.0% | -8.3% | 0.263% | |
| 10/10/2024 | Willner & Heller LLC | 3,913 | $523K | 0.5% | +4.1% | 0.191% | |
| 9/5/2024 | Sanctuary Advisors LLC | 3,775 | $449K | 0.0% | N/A | 0.229% | |
| 8/22/2024 | Cetera Investment Advisers | 10,849 | $1.34M | 0.0% | +3.3% | 0.658% | |
| 8/21/2024 | Truist Financial Corp | 37,100 | $4.57M | 0.0% | -2.6% | 2.248% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 2,360 | $291K | 0.1% | +5.1% | 0.143% | |
| 8/13/2024 | Kowal Investment Group LLC | 27,172 | $3.35M | 0.7% | -0.7% | 1.647% | |
| 8/12/2024 | RPg Family Wealth Advisory LLC | 10,918 | $1.34M | 0.4% | +4.8% | 0.662% | |
| 8/8/2024 | Stonebridge Financial Planning Group LLC | 11,650 | $1.43M | 0.7% | -2.7% | 0.706% | |
| 8/5/2024 | Private Advisor Group LLC | 16,021 | $1.97M | 0.0% | -1.4% | 0.971% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 77,691 | $9.57M | 0.0% | -1.3% | 4.709% | |
| 7/20/2024 | Raymond James Financial Services Advisors Inc. | 133,383 | $16.42M | 0.0% | +26.0% | 8.084% | |
| 7/19/2024 | Willner & Heller LLC | 3,760 | $463K | 0.4% | -6.9% | 0.228% | |
| 7/19/2024 | Raymond James & Associates | 15,761 | $1.94M | 0.0% | -3.2% | 0.955% | |
| 7/16/2024 | Apeiron RIA LLC | 6,727 | $828K | 0.3% | -4.6% | 0.408% | |
| 7/15/2024 | Fifth Third Securities Inc. | 10,505 | $1.29M | 0.1% | N/A | 0.637% | |
Is this Elon’s true agenda? (Ad) All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them Click here for my report |
| 7/5/2024 | Thurston Springer Miller Herd & Titak Inc. | 304 | $37K | 0.0% | N/A | 0.018% | |
| 5/24/2024 | Cetera Advisors LLC | 3,021 | $376K | 0.0% | +37.6% | 0.195% | |
| 5/10/2024 | 1ST Source Bank | 1,606 | $200K | 0.0% | -28.6% | 0.104% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,959 | $742K | 0.0% | -2.5% | 0.384% | |
| 4/30/2024 | Private Advisor Group LLC | 16,253 | $2.03M | 0.0% | +3.1% | 1.049% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 78,712 | $9.81M | 0.0% | -3.0% | 5.078% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 105,891 | $13.19M | 0.0% | +20.1% | 6.832% | |
| 4/18/2024 | Kowal Investment Group LLC | 27,368 | $3.41M | 0.7% | +0.6% | 1.766% | |
| 4/11/2024 | International Assets Investment Management LLC | 2,187 | $270K | 0.0% | -3.9% | 0.141% | |
| 3/6/2024 | Willner & Heller LLC | 4,033 | $453K | 0.5% | N/A | 0.260% | |
| 2/9/2024 | D.A. Davidson & CO. | 18,831 | $2.11M | 0.0% | -4.4% | 1.215% | |
| 2/7/2024 | NBC Securities Inc. | 4,530 | $508K | 0.1% | +11.9% | 0.292% | |
| 2/6/2024 | Private Advisor Group LLC | 15,769 | $1.77M | 0.0% | +17.7% | 1.017% | |
| 2/5/2024 | Stonebridge Financial Planning Group LLC | 12,670 | $1.42M | 0.8% | -3.8% | 0.817% | |
| 2/2/2024 | Truist Financial Corp | 38,870 | $4.36M | 0.0% | -0.6% | 2.508% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 6,109 | $686K | 0.0% | -3.1% | 0.394% | |
| 1/24/2024 | International Assets Investment Management LLC | 255,392 | $28.67M | 0.0% | +11,545.8% | 16.477% | |
| 1/23/2024 | RPg Family Wealth Advisory LLC | 10,273 | $1.15M | 0.4% | -3.3% | 0.663% | |
| 1/22/2024 | Kowal Investment Group LLC | 27,215 | $3.06M | 0.7% | -0.6% | 1.756% | |
| 1/18/2024 | Global Retirement Partners LLC | 2,445 | $269K | 0.0% | +40,650.0% | 0.158% | |
| 1/16/2024 | Raymond James Financial Services Advisors Inc. | 88,160 | $9.90M | 0.0% | -9.4% | 5.688% | |
| 1/16/2024 | Raymond James & Associates | 19,228 | $2.16M | 0.0% | -0.6% | 1.241% | |
| 1/12/2024 | Apeiron RIA LLC | 7,073 | $794K | 0.2% | +7.1% | 0.456% | |
| 1/11/2024 | 626 Financial LLC | 10,946 | $1.23M | 0.8% | -1.7% | 0.706% | |
| 1/10/2024 | Wealth Management Partners LLC | 21,829 | $2.45M | 1.4% | -1.2% | 1.408% | |
| 11/16/2023 | Harbour Investments Inc. | 26,797 | $2.68M | 0.1% | -1.5% | 1.675% | |
| 11/14/2023 | Gallagher Fiduciary Advisors LLC | 49,747 | $4.98M | 0.4% | +2.9% | 3.109% | |
| 11/13/2023 | LPL Financial LLC | 68,875 | $6.90M | 0.0% | +4.9% | 4.305% | |
| 11/13/2023 | Bison Wealth LLC | 2,195 | $220K | 0.0% | -12.6% | 0.137% | |
| 11/13/2023 | RPg Family Wealth Advisory LLC | 10,619 | $1.06M | 0.4% | N/A | 0.664% | |
| 11/13/2023 | Kestra Advisory Services LLC | 2,438 | $244K | 0.0% | -60.0% | 0.152% | |
| 11/8/2023 | D.A. Davidson & CO. | 19,695 | $1.97M | 0.0% | -6.9% | 1.231% | |
| 11/8/2023 | Stonebridge Financial Planning Group LLC | 13,170 | $1.32M | 0.8% | -2.0% | 0.823% | |
| 11/7/2023 | Advisors Preferred LLC | 778 | $77K | 0.0% | N/A | 0.049% | |
| 11/4/2023 | NBC Securities Inc. | 4,049 | $405K | 0.0% | N/A | 0.253% | |
| 11/3/2023 | Private Advisor Group LLC | 13,403 | $1.34M | 0.0% | -6.0% | 0.838% | |
| 10/25/2023 | Wealth Management Partners LLC | 22,103 | $2.21M | 1.4% | N/A | 1.381% | |
| 10/24/2023 | Raymond James Financial Services Advisors Inc. | 97,355 | $9.75M | 0.0% | +12.7% | 6.085% | |
| 10/24/2023 | Raymond James & Associates | 19,339 | $1.94M | 0.0% | -2.3% | 1.209% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 5,321 | $533K | 0.0% | -7.3% | 0.333% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 78,559 | $7.87M | 0.0% | +1.8% | 4.761% | |
| 10/19/2023 | Apeiron RIA LLC | 6,603 | $661K | 0.2% | +8.8% | 0.400% | |
| 10/11/2023 | 626 Financial LLC | 11,138 | $1.12M | 0.8% | -1.6% | 0.675% | |
| 10/11/2023 | Geneos Wealth Management Inc. | 6,304 | $631K | 0.0% | +7.2% | 0.382% | |
| 8/14/2023 | Gallagher Fiduciary Advisors LLC | 48,359 | $5.10M | 0.4% | +4.7% | 2.931% | |
| 8/14/2023 | Bison Wealth LLC | 2,511 | $265K | 0.0% | N/A | 0.152% | |
| 8/11/2023 | Kestra Advisory Services LLC | 6,101 | $644K | 0.0% | +117.7% | 0.370% | |
| 8/11/2023 | V Wealth Advisors LLC | 9,507 | $1.00M | 0.2% | -1.3% | 0.576% | |
| 8/11/2023 | D.A. Davidson & CO. | 21,160 | $2.23M | 0.0% | -12.3% | 1.282% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 77,141 | $8.14M | 0.0% | +9.1% | 4.675% | |
Is this Elon’s true agenda? (Ad) All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them Click here for my report |
| 8/10/2023 | Cetera Advisor Networks LLC | 4,011 | $423K | 0.0% | -8.6% | 0.243% | |
| 8/8/2023 | Geneos Wealth Management Inc. | 5,878 | $620K | 0.0% | +3.2% | 0.356% | |
| 8/8/2023 | Wilbanks Smith & Thomas Asset Management LLC | 2,008 | $212K | 0.0% | N/A | 0.122% | |
| 8/4/2023 | IFP Advisors Inc | 7,250 | $503K | 0.0% | -1.8% | 0.439% | |
| 8/1/2023 | Truist Financial Corp | 40,698 | $4.30M | 0.0% | -0.8% | 2.467% | |
| 7/31/2023 | LPL Financial LLC | 65,661 | $6.93M | 0.0% | +18.6% | 3.979% | |
| 7/25/2023 | Raymond James Financial Services Advisors Inc. | 86,384 | $9.12M | 0.0% | +1.9% | 5.081% | |
| 7/25/2023 | Raymond James & Associates | 19,795 | $2.09M | 0.0% | -1.6% | 1.164% | |
| 7/20/2023 | International Assets Investment Management LLC | 2,193 | $231K | 0.0% | -9.3% | 0.129% | |
| 7/20/2023 | Apeiron RIA LLC | 6,069 | $640K | 0.2% | -3.1% | 0.357% | |
