8/1/2025 | Envestnet Asset Management Inc. | 3,814,251 | $238.62M | 0.1% | -6.2% | 7.304% | |
7/29/2025 | Systelligence LLC | 67,603 | $4.23M | 0.8% | N/A | 0.130% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,830 | $302K | 0.0% | N/A | 0.009% | |
7/24/2025 | US Bancorp DE | 42,761 | $2.68M | 0.0% | +554.2% | 0.082% | |
7/21/2025 | Ameriflex Group Inc. | 25,510 | $1.58M | 0.8% | +6.7% | 0.049% | |
7/21/2025 | Segment Wealth Management LLC | 257,232 | $16.09M | 1.0% | +0.4% | 0.493% | |
7/21/2025 | Jackson Wealth Management LLC | 42,257 | $2.64M | 0.3% | -57.5% | 0.081% | |
7/21/2025 | Greenwood Capital Associates LLC | 9,749 | $610K | 0.1% | +21.3% | 0.019% | |
7/17/2025 | PMG Wealth Management Inc. | 32,570 | $2.03M | 1.7% | +1.0% | 0.063% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 9,538 | $597K | 0.0% | -6.9% | 0.018% | |
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7/11/2025 | SeaCrest Wealth Management LLC | 3,577 | $224K | 0.0% | -85.2% | 0.007% | |
7/9/2025 | O Brien Wealth Partners LLC | 920,520 | $57.59M | 9.0% | -0.5% | 1.765% | |
5/16/2025 | Cape Investment Advisory Inc. | 627 | $36K | 0.0% | +747.3% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 271,318 | $15.41M | 0.1% | +50.8% | 0.599% | |
5/15/2025 | EP Wealth Advisors LLC | 130,569 | $7.41M | 0.1% | +1.6% | 0.288% | |
5/15/2025 | Ameriflex Group Inc. | 23,912 | $1.36M | 0.6% | -1.6% | 0.053% | |
5/15/2025 | Royal Bank of Canada | 60,688 | $3.45M | 0.0% | +19.4% | 0.134% | |
5/14/2025 | CreativeOne Wealth LLC | 36,277 | $2.06M | 0.1% | +19.0% | 0.080% | |
5/14/2025 | Smartleaf Asset Management LLC | 44,476 | $2.52M | 0.2% | +34.4% | 0.098% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 14,574 | $828K | 0.0% | -6.5% | 0.032% | |
5/14/2025 | Kestra Advisory Services LLC | 52,046 | $2.96M | 0.0% | -29.9% | 0.115% | |
5/13/2025 | Raymond James Financial Inc. | 792,091 | $44.98M | 0.0% | +16.5% | 1.748% | |
5/13/2025 | Russell Investments Group Ltd. | 1,114 | $63K | 0.0% | N/A | 0.002% | |
5/9/2025 | Blair William & Co. IL | 5,351 | $304K | 0.0% | +14.3% | 0.012% | |
5/8/2025 | US Bancorp DE | 6,536 | $371K | 0.0% | N/A | 0.014% | |
5/8/2025 | Marshall Investment Management LLC | 67,650 | $3.84M | 2.4% | N/A | 0.149% | |
5/7/2025 | LPL Financial LLC | 791,637 | $44.95M | 0.0% | +38.7% | 1.747% | |
5/6/2025 | Cetera Investment Advisers | 3,827 | $217K | 0.0% | N/A | 0.008% | |
5/6/2025 | Avantax Advisory Services Inc. | 28,169 | $1.60M | 0.0% | N/A | 0.062% | |
5/5/2025 | Private Advisor Group LLC | 4,507 | $256K | 0.0% | N/A | 0.010% | |
5/1/2025 | Stillwater Wealth Management Group | 13,217 | $750K | 0.6% | -28.3% | 0.029% | |
4/30/2025 | Principal Securities Inc. | 4,368,167 | $262.22M | 5.9% | +0.0% | 9.668% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 10,244 | $582K | 0.0% | +3.7% | 0.023% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,067,575 | $230.96M | 0.1% | -3.7% | 9.003% | |
4/29/2025 | Capital Investment Advisory Services LLC | 23,695 | $1.35M | 0.1% | +279.0% | 0.052% | |
4/28/2025 | Principal Financial Group Inc. | 30,081,870 | $1.71B | 1.0% | -3.2% | 66.582% | |
4/28/2025 | O Brien Wealth Partners LLC | 925,108 | $52.53M | 9.8% | -4.0% | 2.048% | |
4/24/2025 | Golden State Wealth Management LLC | 191,599 | $10.88M | 1.6% | +3.7% | 0.424% | |
4/24/2025 | Legacy CG LLC | 306,802 | $17.42M | 5.6% | +1.8% | 0.679% | |
4/23/2025 | Golden State Wealth Management LLC | 383,198 | $21.76M | 1.6% | +107.4% | 0.848% | |
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4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,762 | $1.86M | 0.0% | -2.3% | 0.073% | |
4/22/2025 | Segment Wealth Management LLC | 256,306 | $14.55M | 1.0% | +1.1% | 0.568% | |
4/18/2025 | Cornerstone Wealth Management LLC | 9,457 | $537K | 0.0% | +106.8% | 0.021% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,478 | $1.05M | 0.0% | -13.5% | 0.041% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 23,667 | $1.34M | 0.0% | +3.9% | 0.053% | |
4/15/2025 | Greenwood Capital Associates LLC | 8,038 | $456K | 0.1% | N/A | 0.018% | |
4/11/2025 | SeaCrest Wealth Management LLC | 24,171 | $1.37M | 0.2% | -1.4% | 0.055% | |
4/9/2025 | PMG Wealth Management Inc. | 32,251 | $1.83M | 1.9% | -1.2% | 0.073% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 22,785 | $1.37M | 0.0% | +3.3% | 0.053% | |
2/24/2025 | Ameriflex Group Inc. | 24,308 | $1.50M | 0.7% | N/A | 0.056% | |
2/19/2025 | Richmond Investment Services LLC | 15,443 | $927K | 0.5% | N/A | 0.036% | |
2/17/2025 | Two Sigma Investments LP | 21,700 | $1.30M | 0.0% | N/A | 0.050% | |
2/17/2025 | EP Wealth Advisors LLC | 128,565 | $7.72M | 0.1% | -2.2% | 0.297% | |
2/17/2025 | Citadel Advisors LLC | 9,520 | $571K | 0.0% | +84.4% | 0.022% | |
2/17/2025 | Cary Street Partners Financial LLC | 13,100 | $786K | 0.0% | N/A | 0.030% | |
2/17/2025 | Baird Financial Group Inc. | 5,272 | $316K | 0.0% | -10.5% | 0.012% | |
2/14/2025 | Jane Street Group LLC | 5,400 | $324K | 0.0% | N/A | 0.012% | |
2/14/2025 | Stifel Financial Corp | 20,060 | $1.20M | 0.0% | +383.4% | 0.046% | |
2/14/2025 | GeoWealth Management LLC | 76,840 | $4.61M | 0.2% | N/A | 0.177% | |
2/13/2025 | NewEdge Advisors LLC | 179,874 | $10.80M | 0.1% | -22.5% | 0.415% | |
2/13/2025 | CreativeOne Wealth LLC | 30,484 | $1.83M | 0.1% | +6.3% | 0.070% | |
2/13/2025 | Raymond James Financial Inc. | 680,028 | $40.82M | 0.0% | N/A | 1.571% | |
2/13/2025 | Envestnet Asset Management Inc. | 4,225,392 | $253.65M | 0.1% | -1.4% | 9.758% | |
2/13/2025 | Wells Fargo & Company MN | 288,337 | $17.31M | 0.0% | +46.5% | 0.666% | |
2/12/2025 | Orion Portfolio Solutions LLC | 145,398 | $8.73M | 0.1% | N/A | 0.336% | |
2/12/2025 | Blair William & Co. IL | 4,683 | $281K | 0.0% | +26.7% | 0.011% | |
2/12/2025 | JPMorgan Chase & Co. | 18,510 | $1.11M | 0.0% | +2,828.8% | 0.043% | |
2/11/2025 | LPL Financial LLC | 570,746 | $34.26M | 0.0% | +29.2% | 1.318% | |
2/11/2025 | Wealth Advisors of Iowa LLC | 41,501 | $2.49M | 1.3% | +87.9% | 0.096% | |
2/10/2025 | Commonwealth Equity Services LLC | 64,609 | $3.88M | 0.0% | -4.9% | 0.149% | |
2/7/2025 | Independent Advisor Alliance | 3,835 | $230K | 0.0% | N/A | 0.009% | |
2/7/2025 | Elevation Capital Advisory LLC | 76,840 | $4.61M | 2.0% | N/A | 0.177% | |
2/6/2025 | One Capital Management LLC | 14,300 | $858K | 0.0% | -10.2% | 0.033% | |
2/6/2025 | Raymond James Financial Inc. | 680,028 | $40.82M | 0.0% | N/A | 1.571% | |
2/6/2025 | Symphony Financial Services Inc. | 150,123 | $9.01M | 7.2% | +2.6% | 0.347% | |
2/5/2025 | Smartleaf Asset Management LLC | 33,093 | $1.99M | 0.2% | +196.7% | 0.076% | |
2/4/2025 | Cannon Wealth Management Services LLC | 9,838 | $609K | 0.5% | -5.7% | 0.023% | |
2/3/2025 | PMG Wealth Management Inc. | 32,656 | $1.96M | 1.8% | N/A | 0.075% | |
1/31/2025 | Principal Financial Group Inc. | 31,076,346 | $1.86B | 1.0% | -7.8% | 71.903% | |
1/30/2025 | Principal Securities Inc. | 4,366,917 | $262.15M | 5.9% | -1.0% | 10.104% | |
1/28/2025 | O Brien Wealth Partners LLC | 963,761 | $57.86M | 10.4% | +16.0% | 2.233% | |
1/28/2025 | Golden State Wealth Management LLC | 184,789 | $11.09M | 1.7% | N/A | 0.428% | |
1/27/2025 | Legacy CG LLC | 301,450 | $18.10M | 5.5% | +10.9% | 0.698% | |
1/27/2025 | Jackson Wealth Management LLC | 99,557 | $5.98M | 0.7% | +26.5% | 0.231% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 9,874 | $593K | 0.0% | N/A | 0.023% | |
1/23/2025 | Capital Investment Advisory Services LLC | 6,252 | $375K | 0.0% | +81.2% | 0.015% | |
1/21/2025 | Cornerstone Wealth Management LLC | 4,572 | $274K | 0.0% | N/A | 0.011% | |
1/17/2025 | Janney Montgomery Scott LLC | 21,356 | $1.28M | 0.0% | +2.2% | 0.050% | |
1/17/2025 | Segment Wealth Management LLC | 253,506 | $15.22M | 1.0% | +0.9% | 0.589% | |
1/14/2025 | SeaCrest Wealth Management LLC | 24,516 | $1.47M | 0.2% | N/A | 0.057% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
12/26/2024 | JPMorgan Chase & Co. | 632 | $36K | 0.0% | -97.3% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 12,372 | $705K | 0.0% | -3.9% | 0.028% | |
11/15/2024 | EP Wealth Advisors LLC | 131,410 | $7.49M | 0.1% | N/A | 0.299% | |
11/15/2024 | Stifel Financial Corp | 4,150 | $237K | 0.0% | N/A | 0.009% | |
11/14/2024 | CreativeOne Wealth LLC | 28,681 | $1.64M | 0.1% | +12.4% | 0.065% | |
11/8/2024 | Retireful LLC | 8,211 | $468K | 0.3% | N/A | 0.019% | |
10/31/2024 | Principal Financial Group Inc. | 33,692,392 | $1.92B | 1.0% | -4.3% | 76.574% | |
10/30/2024 | Legacy CG LLC | 271,867 | $15.49M | 5.1% | +6.1% | 0.618% | |
10/29/2024 | Janney Montgomery Scott LLC | 20,894 | $1.19M | 0.0% | -5.3% | 0.047% | |
10/28/2024 | Principal Securities Inc. | 4,411,268 | $251.40M | 6.1% | +2.0% | 10.026% | |