4/25/2025 | Koshinski Asset Management Inc. | 101,875 | $825K | 0.1% | +4.6% | 0.000% | |
4/24/2025 | TPG Advisors LLC | 10,787 | $87K | 0.1% | N/A | 0.000% | |
4/22/2025 | Ellis Investment Partners LLC | 356,095 | $2.88M | 0.6% | +5.5% | 0.000% | |
4/17/2025 | Sound Income Strategies LLC | 4,853 | $39K | 0.0% | N/A | 0.000% | |
4/16/2025 | Allen Mooney & Barnes Investment Advisors LLC | 108,212 | $877K | 0.1% | +1.7% | 0.000% | |
4/16/2025 | Fortitude Family Office LLC | 21,100 | $171K | 0.1% | -7.3% | 0.000% | |
4/15/2025 | Noble Wealth Management PBC | 10,971 | $89K | 0.1% | -15.4% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 189,335 | $1.53M | 0.0% | N/A | 0.000% | |
4/10/2025 | Wealth Alliance Advisory Group LLC | 37,400 | $303K | 0.1% | +19.1% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 1,455,959 | $11.79M | 0.5% | +18.2% | 0.000% | |
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4/9/2025 | Selway Asset Management | 60,000 | $486K | 0.2% | +300.0% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 14,804 | $120K | 0.0% | +29.2% | 0.000% | |
4/9/2025 | Integrated Capital Management Inc. | 34,368 | $278K | 0.2% | N/A | 0.000% | |
2/18/2025 | Cornerstone Advisory LLC | 187,727 | $1.60M | 0.2% | +10.1% | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 52,000 | $421K | 0.0% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 218,225 | $1.77M | 0.0% | -1.5% | 0.000% | |
2/17/2025 | Cahill Financial Advisors Inc. | 14,669 | $119K | 0.0% | N/A | 0.000% | |
2/17/2025 | Citadel Advisors LLC | 14,133 | $114K | 0.0% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 100,308 | $811K | 0.0% | -4.6% | 0.000% | |
2/14/2025 | Jane Street Group LLC | 22,147 | $179K | 0.0% | N/A | 0.000% | |
2/14/2025 | Lido Advisors LLC | 233,467 | $1.90M | 0.0% | -4.6% | 0.000% | |
2/14/2025 | Northern Trust Corp | 10,030 | $81K | 0.0% | -69.5% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 214,265 | $1.73M | 0.0% | -13.2% | 0.000% | |
2/14/2025 | OneDigital Investment Advisors LLC | 14,669 | $119K | 0.0% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 96,534 | $781K | 0.0% | +11.3% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 711,202 | $5.75M | 0.0% | +88.0% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 60,000 | $485K | 0.0% | -14.3% | 0.000% | |
2/13/2025 | Rockefeller Capital Management L.P. | 28,107 | $227K | 0.0% | -50.8% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 182,230 | $1.47M | 0.0% | N/A | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 181,091 | $1.47M | 0.0% | -40.6% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 1,058,647 | $8.56M | 0.0% | +12.2% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 41,242 | $334K | 0.0% | +120.7% | 0.000% | |
2/12/2025 | Orleans Capital Management Corp LA | 27,875 | $238K | 0.1% | -34.8% | 0.000% | |
2/12/2025 | Selway Asset Management | 15,000 | $121K | 0.0% | N/A | 0.000% | |
2/12/2025 | StoneX Group Inc. | 120,905 | $978K | 0.1% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 75,969 | $615K | 0.0% | +13.0% | 0.000% | |
2/10/2025 | Parallel Advisors LLC | 197,093 | $1.59M | 0.0% | +84.9% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 36,359 | $294K | 0.0% | +15.3% | 0.000% | |
2/10/2025 | Avantax Advisory Services Inc. | 217,828 | $1.76M | 0.0% | +19.3% | 0.000% | |
2/10/2025 | Hollencrest Capital Management | 12,915 | $104K | 0.0% | -54.8% | 0.000% | |
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2/7/2025 | HighTower Advisors LLC | 154,885 | $1.25M | 0.0% | -16.0% | 0.000% | |
2/7/2025 | Natural Investments LLC | 24,178 | $195K | 0.1% | N/A | 0.000% | |
2/7/2025 | Permanent Capital Management LP | 11,105 | $90K | 0.0% | N/A | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 182,230 | $1.47M | 0.0% | N/A | 0.000% | |
2/6/2025 | NINE MASTS CAPITAL Ltd | 236,872 | $1.92M | 0.3% | +247.6% | 0.000% | |
2/5/2025 | Noble Wealth Management PBC | 12,971 | $105K | 0.1% | N/A | 0.000% | |
2/5/2025 | Wakefield Asset Management LLLP | 101,718 | $823K | 0.3% | +3.7% | 0.000% | |
2/4/2025 | Bank of New York Mellon Corp | 38,734 | $313K | 0.0% | N/A | 0.000% | |
2/3/2025 | Wolverine Asset Management LLC | 11,383 | $92K | 0.0% | N/A | 0.000% | |
1/31/2025 | Beta Wealth Group Inc. | 66,817 | $541K | 0.2% | -11.8% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 72,991 | $590K | 0.0% | +76.6% | 0.000% | |
1/30/2025 | Ellis Investment Partners LLC | 337,407 | $2.73M | 0.5% | -15.4% | 0.000% | |
1/29/2025 | Van ECK Associates Corp | 301,028 | $2.44M | 0.0% | -4.7% | 0.000% | |
1/28/2025 | Kingsview Wealth Management LLC | 10,925 | $88K | 0.0% | N/A | 0.000% | |
1/17/2025 | Traynor Capital Management Inc. | 130,982 | $1.06M | 0.1% | -10.2% | 0.000% | |
1/16/2025 | Koshinski Asset Management Inc. | 97,395 | $788K | 0.0% | +3.6% | 0.000% | |
1/15/2025 | Wealth Alliance Advisory Group LLC | 31,400 | $254K | 0.1% | N/A | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 1,231,738 | $9.97M | 0.5% | +89.2% | 0.000% | |
1/14/2025 | Allen Mooney & Barnes Investment Advisors LLC | 106,447 | $861K | 0.1% | +1.7% | 0.000% | |
1/10/2025 | Fortitude Family Office LLC | 22,767 | $184K | 0.1% | -22.7% | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 25,604 | $220K | 0.0% | -16.8% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 184,418 | $1.73M | 0.0% | -1.6% | 0.000% | |
11/14/2024 | Captrust Financial Advisors | 18,400 | $173K | 0.0% | -17.1% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 57,177 | $537K | 0.0% | -9.7% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 23,325 | $219K | 0.0% | +55.0% | 0.000% | |
11/9/2024 | Landscape Capital Management L.L.C. | 18,685 | $175K | 0.0% | -76.6% | 0.000% | |
11/8/2024 | Commerce Bank | 13,891 | $130K | 0.0% | -17.0% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 374,718 | $3.52M | 0.0% | -2.4% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 315,741 | $2.84M | 0.0% | +9.0% | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 29,434 | $276K | 0.1% | N/A | 0.000% | |
10/25/2024 | Traynor Capital Management Inc. | 145,847 | $1.37M | 0.1% | +10.6% | 0.000% | |
10/24/2024 | Ellis Investment Partners LLC | 398,974 | $3.75M | 0.7% | -1.8% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 651,076 | $6.11M | 0.3% | +62.2% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 11,529 | $108K | 0.0% | +852.0% | 0.000% | |
10/21/2024 | Stewardship Advisors LLC | 11,000 | $103K | 0.0% | N/A | 0.000% | |
10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 40,000 | $376K | 0.0% | N/A | 0.000% | |
10/10/2024 | Koshinski Asset Management Inc. | 93,995 | $883K | 0.1% | +95.1% | 0.000% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,025 | $104K | 0.0% | -41.2% | 0.000% | |
10/3/2024 | Park Avenue Securities LLC | 137,235 | $1.29M | 0.0% | -4.3% | 0.000% | |
9/5/2024 | Sanctuary Advisors LLC | 30,774 | $251K | 0.0% | N/A | 0.000% | |
8/22/2024 | Cetera Investment Advisers | 206,654 | $1.76M | 0.0% | +3.4% | 0.000% | |
8/13/2024 | TPG Advisors LLC | 11,236 | $96K | 0.1% | N/A | 0.000% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 21,166 | $181K | 0.0% | +6.6% | 0.000% | |
8/8/2024 | Envestnet Asset Management Inc. | 313,865 | $2.68M | 0.0% | +3.8% | 0.000% | |
8/8/2024 | Parallel Advisors LLC | 106,575 | $909K | 0.0% | N/A | 0.000% | |
8/8/2024 | NINE MASTS CAPITAL Ltd | 136,740 | $1.17M | 0.3% | -40.4% | 0.000% | |
8/7/2024 | Bright Futures Wealth Management LLC. | 16,798 | $147K | 0.1% | -32.1% | 0.000% | |
8/6/2024 | Ellis Investment Partners LLC | 406,084 | $3.46M | 0.7% | +2.0% | 0.000% | |
8/6/2024 | Wakefield Asset Management LLLP | 96,565 | $824K | 0.3% | +1.2% | 0.000% | |
8/2/2024 | Simon Quick Advisors LLC | 11,866 | $101K | 0.0% | -34.5% | 0.000% | |
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For the other group of AI companies, they were just handed a massive competitive advantage.
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8/1/2024 | Fiera Capital Corp | 383,970 | $3.28M | 0.0% | -33.0% | 0.000% | |
7/31/2024 | Van ECK Associates Corp | 289,785 | $2.47M | 0.0% | -18.1% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 51,319 | $438K | 0.0% | +15.1% | 0.000% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 24,355 | $208K | 0.0% | N/A | 0.000% | |
7/23/2024 | All Season Financial Advisors Inc. | 18,579 | $158K | 0.1% | N/A | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 401,365 | $3.42M | 0.2% | N/A | 0.000% | |
7/19/2024 | Raymond James & Associates | 148,784 | $1.27M | 0.0% | +10.7% | 0.000% | |
7/12/2024 | Maltin Wealth Management Inc. | 28,128 | $240K | 0.1% | -13.0% | 0.000% | |
7/12/2024 | Integrated Capital Management Inc. | 26,382 | $225K | 0.2% | +16.2% | 0.000% | |
7/9/2024 | Park Avenue Securities LLC | 143,409 | $1.22M | 0.0% | +1.1% | 0.000% | |