| 2/17/2025 | Gen Wealth Partners Inc | 38,740 | $217K | 0.1% | +5.1% | 0.339% | |
| 2/17/2025 | Citadel Advisors LLC | 13,949 | $78K | 0.0% | -36.5% | 0.122% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 300,664 | $1.68M | 0.1% | N/A | 2.628% | |
| 2/13/2025 | NewEdge Advisors LLC | 28,074 | $157K | 0.0% | +28.4% | 0.245% | |
| 2/13/2025 | Melia Wealth LLC | 351,140 | $1.97M | 1.0% | +3.0% | 3.069% | |
| 2/13/2025 | Advisory Services Network LLC | 17,375 | $97K | 0.0% | N/A | 0.152% | |
| 2/13/2025 | Renaissance Technologies LLC | 153,200 | $858K | 0.0% | -16.8% | 1.339% | |
| 2/11/2025 | LPL Financial LLC | 30,191 | $169K | 0.0% | N/A | 0.264% | |
| 2/3/2025 | Hardy Reed LLC | 370,499 | $2.08M | 0.2% | +7.8% | 3.239% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 27,885 | $159K | 0.0% | +13.5% | 0.244% | |
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| 1/29/2025 | Fortress Financial Solutions LLC | 122,267 | $685K | 1.0% | N/A | 1.069% | |
| 1/28/2025 | Capital Management Associates Inc | 32,909 | $184K | 0.1% | N/A | 0.288% | |
| 1/28/2025 | Beese Fulmer Investment Management Inc. | 142,597 | $799K | 0.1% | +9.7% | 1.246% | |
| 1/21/2025 | OLIO Financial Planning | 20,903 | $117K | 0.0% | N/A | 0.183% | |
| 1/16/2025 | Abacus Wealth Partners LLC | 42,775 | $240K | 0.0% | -10.6% | 0.374% | |
| 1/8/2025 | International Assets Investment Management LLC | 27,421 | $153K | 0.0% | -81.3% | 0.240% | |
| 11/18/2024 | Soltis Investment Advisors LLC | 2,649,589 | $14.76M | 1.4% | N/A | 23.163% | |
| 11/16/2024 | Geode Capital Management LLC | 113,918 | $635K | 0.0% | +2.7% | 0.996% | |
| 11/13/2024 | Hardy Reed LLC | 343,766 | $1.92M | 0.2% | -21.1% | 3.005% | |
| 11/12/2024 | Waddell & Associates LLC | 64,200 | $358K | 0.0% | -16.8% | 0.561% | |
| 11/8/2024 | Bellwether Advisors LLC | 105,585 | $588K | 0.1% | -21.8% | 0.923% | |
| 11/6/2024 | Frazier Financial Advisors LLC | 5,718 | $32K | 0.0% | -66.3% | 0.050% | |
| 11/6/2024 | Bard Associates Inc. | 364,817 | $2.03M | 0.7% | -1.0% | 3.189% | |
| 10/23/2024 | Beese Fulmer Investment Management Inc. | 129,981 | $724K | 0.1% | +53.4% | 1.136% | |
| 10/22/2024 | International Assets Investment Management LLC | 146,682 | $817K | 0.0% | +441.5% | 1.282% | |
| 10/3/2024 | Abacus Wealth Partners LLC | 47,852 | $267K | 0.0% | -8.2% | 0.418% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 23,250 | $120K | 0.0% | +35.7% | 0.203% | |
| 8/9/2024 | Renaissance Technologies LLC | 187,428 | $963K | 0.0% | +13.3% | 1.638% | |
| 8/6/2024 | Waddell & Associates LLC | 77,118 | $396K | 0.1% | +3.9% | 0.674% | |
| 8/1/2024 | Bellwether Advisors LLC | 135,074 | $694K | 0.1% | -16.3% | 1.181% | |
| 7/27/2024 | Riversedge Advisors LLC | 13,231 | $68K | 0.0% | N/A | 0.116% | |
| 7/11/2024 | Abacus Wealth Partners LLC | 52,125 | $268K | 0.0% | -7.3% | 0.456% | |
| 7/3/2024 | Beese Fulmer Investment Management Inc. | 84,759 | $436K | 0.0% | N/A | 0.741% | |
| 5/20/2024 | Virtu Financial LLC | 13,719 | $69K | 0.0% | N/A | 0.120% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 17,133 | $82K | 0.0% | +67.8% | 0.150% | |
| 5/10/2024 | Acadian Asset Management LLC | 9,902 | $49K | 0.0% | -34.6% | 0.087% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 141,494 | $716K | 0.1% | +24.7% | 1.237% | |
| 5/2/2024 | Hardy Reed LLC | 302,507 | $1.53M | 0.2% | -9.8% | 2.644% | |
| 5/2/2024 | PDS Planning Inc | 98,529 | $499K | 0.1% | N/A | 0.861% | |
| 4/30/2024 | North Star Investment Management Corp. | 46,261 | $234K | 0.0% | N/A | 0.404% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 45,347 | $229K | 0.0% | -16.4% | 0.396% | |
| 4/10/2024 | Abacus Wealth Partners LLC | 56,216 | $284K | 0.0% | +288.7% | 0.491% | |
| 4/10/2024 | Melia Wealth LLC | 62,161 | $315K | 0.2% | N/A | 0.543% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 10,210 | $52K | 0.0% | -40.4% | 0.089% | |
| 2/13/2024 | Bard Associates Inc. | 376,999 | $1.92M | 0.7% | -0.9% | 3.293% | |
| 2/9/2024 | Frazier Financial Advisors LLC | 41,357 | $206K | 0.2% | N/A | 0.361% | |
| 2/8/2024 | Pinnacle Wealth Planning Services Inc. | 113,446 | $564K | 0.1% | +122.2% | 0.991% | |
| 2/7/2024 | Abacus Wealth Partners LLC | 14,464 | $72K | 0.0% | -18.3% | 0.126% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 54,249 | $270K | 0.0% | N/A | 0.474% | |
| 2/6/2024 | Fi3 FINANCIAL ADVISORS LLC | 21,625 | $107K | 0.1% | -16.2% | 0.189% | |
| 2/6/2024 | National Bank of Canada FI | 5,900 | $28K | 0.0% | +195.0% | 0.052% | |
| 2/5/2024 | Certuity LLC | 10,913 | $54K | 0.0% | N/A | 0.095% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 106,552 | $537K | 0.0% | -4.2% | 0.931% | |
| 1/24/2024 | International Assets Investment Management LLC | 126,196 | $627K | 0.0% | +447.4% | 1.102% | |
| 1/12/2024 | Bellwether Advisors LLC | 178,180 | $886K | 0.2% | +10.5% | 1.556% | |
| 12/1/2023 | B. Riley Wealth Advisors Inc. | 17,133 | $82K | 0.0% | -31.8% | 0.150% | |
| 11/14/2023 | Perritt Capital Management Inc. | 29,462 | $141K | 0.1% | +506.7% | 0.257% | |
| 11/13/2023 | Abacus Wealth Partners LLC | 17,709 | $85K | 0.0% | -15.3% | 0.155% | |
| 11/9/2023 | Fi3 FINANCIAL ADVISORS LLC | 25,811 | $124K | 0.1% | -13.8% | 0.225% | |
| 11/9/2023 | Hardy Reed LLC | 332,296 | $1.60M | 0.3% | +871.6% | 2.902% | |
| 11/8/2023 | Soltis Investment Advisors LLC | 81,100 | $389K | 0.1% | N/A | 0.708% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 111,183 | $534K | 0.0% | +11.7% | 0.971% | |
| 11/8/2023 | Pinnacle Wealth Planning Services Inc. | 51,061 | $245K | 0.0% | +23.0% | 0.446% | |
| 11/7/2023 | Waddell & Associates LLC | 102,772 | $493K | 0.1% | +16.9% | 0.898% | |
| 10/30/2023 | Bellwether Advisors LLC | 161,224 | $774K | 0.2% | +24.0% | 1.408% | |
| 10/11/2023 | Independent Wealth Network Inc. | 10,900 | $52K | 0.0% | N/A | 0.095% | |
| 10/4/2023 | International Assets Investment Management LLC | 23,053 | $105K | 0.0% | +17.6% | 0.201% | |
| 8/8/2023 | Fi3 FINANCIAL ADVISORS LLC | 29,952 | $151K | 0.1% | -12.0% | 0.261% | |
| 8/7/2023 | Acadian Asset Management LLC | 15,138 | $75K | 0.0% | -25.0% | 0.132% | |
| 8/7/2023 | Pinnacle Wealth Planning Services Inc. | 41,508 | $42K | 0.0% | -51.5% | 0.362% | |
| 8/4/2023 | Bellwether Advisors LLC | 130,040 | $130K | 0.0% | -10.5% | 1.135% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 99,503 | $502K | 0.0% | +58.3% | 0.868% | |
| 8/3/2023 | Shufro Rose & Co. LLC | 218,985 | $1.11M | 0.1% | +1.6% | 1.911% | |
| 7/17/2023 | Clear Creek Financial Management LLC | 26,729 | $27K | 0.0% | +14.0% | 0.233% | |
| 6/7/2023 | Atomi Financial Group Inc. | 46,700 | $242K | 0.1% | N/A | 0.406% | |
| 5/5/2023 | Bellwether Advisors LLC | 145,242 | $145K | 0.0% | +17.4% | 1.264% | |
| 5/4/2023 | Hardy Reed LLC | 37,425 | $37K | 0.0% | -7.9% | 0.326% | |
| 5/4/2023 | Fi3 FINANCIAL ADVISORS LLC | 34,049 | $176K | 0.1% | -10.6% | 0.296% | |
| 5/3/2023 | Pinnacle Wealth Planning Services Inc. | 85,592 | $86K | 0.0% | -7.1% | 0.745% | |
| 4/25/2023 | Ridgewood Investments LLC | 5,010 | $26K | 0.0% | N/A | 0.044% | |
| 4/24/2023 | Tobias Financial Advisors Inc. | 45,139 | $234K | 0.1% | -4.8% | 0.393% | |
| 4/20/2023 | Shufro Rose & Co. LLC | 215,485 | $1.12M | 0.1% | +8.9% | 1.875% | |
| 3/15/2023 | B. Riley Wealth Advisors Inc. | 24,991 | $136K | 0.0% | -19.2% | 0.218% | |
| 2/14/2023 | Tobias Financial Advisors Inc. | 47,434 | $253K | 0.1% | -4.5% | 0.413% | |
| 2/13/2023 | Pinnacle Wealth Planning Services Inc. | 92,165 | $92K | 0.0% | -15.6% | 0.802% | |
| 2/13/2023 | Bellwether Advisors LLC | 123,665 | $124K | 0.0% | +57.4% | 1.076% | |
| 2/13/2023 | Atria Wealth Solutions Inc. | 62,840 | $343K | 0.0% | +224.0% | 0.547% | |
| 2/10/2023 | Bard Associates Inc. | 385,622 | $2.10M | 0.9% | -1.0% | 3.356% | |
| 2/10/2023 | Waddell & Associates LLC | 126,429 | $126K | 0.0% | N/A | 1.100% | |
| 2/6/2023 | Fi3 FINANCIAL ADVISORS LLC | 38,102 | $203K | 0.1% | -9.5% | 0.332% | |
The Real Hillbilly Elegy (Ad) The mountains of Appalachia are incredible to behold.
Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond…
It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest.
It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground. A bold new plan, hidden in Executive Order 14154… |
| 2/1/2023 | Bank of Montreal Can | 21,420 | $157K | 0.0% | N/A | 0.186% | |
| 1/30/2023 | International Assets Investment Management LLC | 18,628 | $99K | 0.0% | +23.0% | 0.162% | |
| 1/25/2023 | Shufro Rose & Co. LLC | 197,810 | $1.05M | 0.1% | +2.1% | 1.722% | |
| 1/24/2023 | Clear Creek Financial Management LLC | 45,242 | $51K | 0.0% | +132.8% | 0.394% | |
| 11/15/2022 | Tobias Financial Advisors Inc. | 49,682 | $280K | 0.1% | N/A | 0.432% | |
| 11/14/2022 | Bellwether Advisors LLC | 78,543 | $78K | 0.0% | -37.1% | 0.683% | |
| 11/9/2022 | Pinnacle Wealth Planning Services Inc. | 109,185 | $109K | 0.0% | +225.7% | 0.950% | |
| 11/1/2022 | Blooom Inc. | 91,175 | $96K | 0.2% | +22.3% | 0.794% | |
| 10/31/2022 | Hardy Reed LLC | 43,772 | $44K | 0.0% | -6.7% | 0.381% | |
| 10/31/2022 | International Assets Investment Management LLC | 15,148 | $85K | 0.0% | -34.5% | 0.132% | |
