| 8/8/2025 | Cetera Investment Advisers | 110,731 | $2.13M | 0.0% | +68.5% | 1.943% | |
| 8/6/2025 | AE Wealth Management LLC | 5,103 | $98K | 0.0% | +14.5% | 0.090% | |
| 8/5/2025 | Sigma Planning Corp | 36,108 | $694K | 0.0% | +2.5% | 0.633% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 269,430 | $5.18M | 0.0% | +13.2% | 4.727% | |
| 7/31/2025 | Hobart Private Capital LLC | 237,560 | $4.57M | 1.0% | +16.1% | 4.205% | |
| 7/30/2025 | BlueChip Wealth Advisors LLC | 99,740 | $1.92M | 0.8% | -3.2% | 1.765% | |
| 7/30/2025 | D.A. Davidson & CO. | 235,505 | $4.53M | 0.0% | N/A | 4.168% | |
| 7/28/2025 | Harbour Investments Inc. | 7,207 | $139K | 0.0% | +7.9% | 0.128% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 70,418 | $1.35M | 0.0% | -5.2% | 1.246% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 39,440 | $758K | 0.0% | +19.2% | 0.698% | |
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| 7/21/2025 | Ameritas Advisory Services LLC | 1,578 | $30K | 0.0% | N/A | 0.028% | |
| 7/17/2025 | Lee Johnson Capital Management LLC | 18,211 | $350K | 0.1% | N/A | 0.322% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 100,780 | $1.94M | 0.0% | +4.1% | 1.784% | |
| 7/17/2025 | Wagner Wealth Management LLC | 694,744 | $13.35M | 3.0% | +4.9% | 12.296% | |
| 7/14/2025 | Iams Wealth Management LLC | 10,882 | $209K | 0.1% | -13.4% | 0.193% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 19,540 | $376K | 0.0% | -17.0% | 0.349% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 26,695 | $513K | 0.0% | +20.6% | 0.477% | |
| 5/19/2025 | Jane Street Group LLC | 50,761 | $876K | 0.0% | N/A | 0.995% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 51,023 | $922K | 0.1% | +73.5% | 1.000% | |
| 5/14/2025 | Capital Analysts LLC | 3,216 | $55K | 0.0% | +277.0% | 0.063% | |
| 5/13/2025 | Raymond James Financial Inc. | 232,512 | $4.01M | 0.0% | -15.2% | 4.559% | |
| 5/12/2025 | Benjamin Edwards Inc. | 32,946 | $568K | 0.0% | -2.4% | 0.646% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 56,534 | $975K | 0.0% | +5.6% | 1.109% | |
| 5/8/2025 | Entruity Wealth LLC | 232,596 | $4.01M | 3.8% | +5.9% | 4.561% | |
| 5/7/2025 | LPL Financial LLC | 807,262 | $13.93M | 0.0% | +6.6% | 15.829% | |
| 5/6/2025 | Cetera Investment Advisers | 65,708 | $1.13M | 0.0% | +7.8% | 1.288% | |
| 5/6/2025 | BlueChip Wealth Advisors LLC | 103,027 | $1.78M | 0.8% | +19.2% | 2.020% | |
| 5/2/2025 | Sigma Planning Corp | 35,211 | $607K | 0.0% | +21.5% | 0.690% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 32,081 | $553K | 0.1% | +31.4% | 0.629% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 238,045 | $4.11M | 0.0% | +2.5% | 4.668% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 33,079 | $571K | 0.0% | +16.8% | 0.649% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 23,554 | $408K | 0.0% | +7.4% | 0.462% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 11,760 | $205K | 0.1% | -42.7% | 0.231% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 74,283 | $1.28M | 0.0% | -3.3% | 1.457% | |
| 4/18/2025 | Wagner Wealth Management LLC | 662,145 | $11.42M | 2.8% | +5.5% | 12.983% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 96,793 | $1.67M | 0.0% | +10.2% | 1.898% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 21,334 | $366K | 0.2% | -7.2% | 0.418% | |
| 4/11/2025 | Signal Advisors Wealth LLC | 22,133 | $382K | 0.0% | N/A | 0.434% | |
| 4/10/2025 | Iams Wealth Management LLC | 12,561 | $217K | 0.1% | -7.5% | 0.246% | |
| 4/9/2025 | NBC Securities Inc. | 35,767 | $616K | 0.1% | +77,654.3% | 0.701% | |
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| 4/1/2025 | Hobart Private Capital LLC | 204,624 | $3.53M | 0.9% | +10.7% | 4.176% | |
| 2/27/2025 | REAP Financial Group LLC | 9,125 | $149K | 0.0% | -32.5% | 0.186% | |
| 2/25/2025 | Armis Advisers LLC | 22,805 | $371K | 0.0% | N/A | 0.465% | |
| 2/17/2025 | Bank of America Corp DE | 7,330 | $119K | 0.0% | N/A | 0.150% | |
| 2/17/2025 | Benjamin Edwards Inc. | 33,762 | $550K | 0.0% | +6.6% | 0.689% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 29,410 | $479K | 0.1% | +60.3% | 0.600% | |
| 2/13/2025 | Entruity Wealth LLC | 219,700 | $3.58M | 3.5% | N/A | 4.484% | |
| 2/13/2025 | Raymond James Financial Inc. | 274,055 | $4.46M | 0.0% | N/A | 5.593% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 232,187 | $3.78M | 0.0% | +2.6% | 4.739% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 86,434 | $1.41M | 0.8% | +25.1% | 1.764% | |
| 2/12/2025 | Tucker Asset Management LLC | 8,355 | $136K | 0.0% | -17.5% | 0.171% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 71,408 | $1.16M | 0.0% | +3.7% | 1.457% | |
| 2/11/2025 | LPL Financial LLC | 757,180 | $12.33M | 0.0% | +5.9% | 15.453% | |
| 2/10/2025 | Harbour Investments Inc. | 6,331 | $103K | 0.0% | -9.3% | 0.129% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 76,856 | $1.25M | 0.0% | -6.0% | 1.568% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 142,301 | $2.32M | 0.0% | +1.1% | 2.904% | |
| 2/6/2025 | Raymond James Financial Inc. | 274,055 | $4.46M | 0.0% | N/A | 5.651% | |
| 2/6/2025 | Atria Investments Inc | 15,259 | $248K | 0.0% | +6.8% | 0.315% | |
| 2/4/2025 | Twin Peaks Wealth Advisors LLC | 22,997 | $374K | 0.2% | +23.3% | 0.474% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 20,529 | $334K | 0.1% | N/A | 0.423% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 28,310 | $461K | 0.0% | -5.8% | 0.584% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 53,545 | $872K | 0.0% | +17.7% | 1.104% | |
| 1/29/2025 | Wagner Wealth Management LLC | 627,638 | $10.22M | 2.6% | +7.8% | 12.941% | |
| 1/28/2025 | Hobart Private Capital LLC | 184,764 | $3.01M | 0.7% | +17.1% | 3.810% | |
| 1/27/2025 | Silver Oak Securities Incorporated | 21,937 | $356K | 0.0% | N/A | 0.452% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 24,413 | $397K | 0.1% | +26.1% | 0.503% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 87,828 | $1.43M | 0.0% | -1.7% | 1.811% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 68,892 | $1.21M | 0.0% | -8.6% | 1.450% | |
| 11/15/2024 | Jane Street Group LLC | 13,046 | $229K | 0.0% | -34.1% | 0.275% | |
| 11/15/2024 | Stifel Financial Corp | 35,479 | $623K | 0.0% | -16.0% | 0.747% | |
| 11/15/2024 | Hilltop Holdings Inc. | 10,186 | $179K | 0.0% | N/A | 0.214% | |
| 11/15/2024 | Benjamin Edwards Inc. | 31,657 | $556K | 0.0% | +680.1% | 0.666% | |
| 11/8/2024 | Darwin Wealth Management LLC | 3,281 | $58K | 0.0% | N/A | 0.069% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 30,056 | $528K | 0.0% | -12.2% | 0.633% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 89,360 | $1.57M | 0.0% | -0.9% | 1.881% | |
| 10/25/2024 | Twin Peaks Wealth Advisors LLC | 18,652 | $328K | 0.2% | +20.3% | 0.397% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 19,363 | $340K | 0.1% | +25.8% | 0.412% | |
| 10/15/2024 | NBC Securities Inc. | 64,782 | $1.14M | 0.1% | -24.0% | 1.378% | |
| 10/11/2024 | Iams Wealth Management LLC | 13,602 | $239K | 0.1% | +20.0% | 0.289% | |
| 10/11/2024 | Wagner Wealth Management LLC | 582,027 | $10.22M | 2.8% | +6.7% | 12.384% | |
| 8/22/2024 | Cetera Investment Advisers | 67,788 | $1.07M | 0.0% | +3.5% | 1.442% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 15,393 | $242K | 0.1% | +21.3% | 0.328% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 27,869 | $438K | 0.0% | +2.5% | 0.593% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 251,448 | $3.95M | 0.0% | +6.6% | 5.350% | |
| 8/2/2024 | FSB Premier Wealth Management Inc. | 15,022 | $236K | 0.1% | -7.2% | 0.320% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 139,546 | $2.19M | 0.0% | +1.5% | 2.969% | |
| 7/30/2024 | Hobart Private Capital LLC | 139,590 | $2.19M | 0.6% | +41.9% | 2.970% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,823 | $29K | 0.0% | N/A | 0.039% | |
| 7/19/2024 | Raymond James & Associates | 211,490 | $3.33M | 0.0% | +1.3% | 4.500% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 82,124 | $1.29M | 0.0% | -2.5% | 1.747% | |
This stock could leave NVDA in the dust (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast. Click to get the full details on Eric Fry's "Nvidia alternative" right here. |
| 7/10/2024 | NBC Securities Inc. | 85,199 | $1.34M | 0.1% | -10.9% | 1.813% | |
| 6/28/2024 | Bright Futures Wealth Management LLC. | 14,842 | $231K | 0.1% | N/A | 0.300% | |
| 5/24/2024 | Cetera Advisors LLC | 39,862 | $636K | 0.0% | N/A | 0.805% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 14,831 | $237K | 0.0% | N/A | 0.300% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 80,019 | $1.28M | 0.0% | -7.7% | 1.617% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 33,986 | $542K | 0.0% | -5.6% | 0.687% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 84,222 | $1.34M | 0.0% | +2.4% | 1.701% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 96,689 | $1.54M | 0.0% | -3.9% | 1.953% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 25,878 | $413K | 0.3% | N/A | 0.523% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 137,480 | $2.19M | 0.0% | +2.9% | 2.777% | |
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