| 2/18/2025 | GTS Securities LLC | 64,678 | $1.78M | 0.1% | N/A | 2.478% | |
| 2/17/2025 | Cetera Investment Advisers | 34,964 | $963K | 0.0% | -2.6% | 1.340% | |
| 2/17/2025 | Bank of America Corp DE | 14,065 | $387K | 0.0% | -13.7% | 0.539% | |
| 2/14/2025 | Jane Street Group LLC | 112,682 | $3.10M | 0.0% | +1,301.2% | 4.317% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 223,513 | $6.15M | 0.0% | -1.5% | 8.564% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 184,278 | $5.07M | 0.0% | +7.2% | 7.060% | |
| 2/11/2025 | LPL Financial LLC | 7,908 | $218K | 0.0% | N/A | 0.303% | |
| 2/10/2025 | Harbour Investments Inc. | 104,630 | $2.88M | 0.1% | +5.2% | 4.009% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 13,446 | $370K | 0.0% | +22.5% | 0.515% | |
| 2/7/2025 | PFG Advisors | 49,483 | $1.36M | 0.1% | +10.5% | 1.896% | |
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| 2/7/2025 | HighTower Advisors LLC | 94,524 | $2.60M | 0.0% | +1.4% | 3.622% | |
| 2/6/2025 | Atria Investments Inc | 28,307 | $779K | 0.0% | -5.8% | 1.085% | |
| 2/6/2025 | Assetmark Inc. | 28,972 | $798K | 0.0% | -3.1% | 1.110% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 5,856 | $161K | 0.0% | +68.2% | 0.224% | |
| 2/5/2025 | Private Trust Co. NA | 1,428 | $39K | 0.0% | -30.0% | 0.055% | |
| 2/5/2025 | New York Life Investment Management LLC | 348,734 | $9.60M | 0.1% | -3.0% | 13.361% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 8,446 | $233K | 0.0% | N/A | 0.324% | |
| 1/28/2025 | Cantor Fitzgerald Investment Advisors L.P. | 557,948 | $15.36M | 1.1% | +3.6% | 21.377% | |
| 1/24/2025 | Columbus Macro LLC | 25,145 | $692K | 0.1% | +77.4% | 0.963% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 15,010 | $413K | 0.0% | +37.4% | 0.575% | |
| 1/16/2025 | Diversify Advisory Services LLC | 62,225 | $1.73M | 0.1% | -1.3% | 2.384% | |
| 1/7/2025 | Legend Financial Advisors Inc. | 160,666 | $4.42M | 3.1% | +2.0% | 6.156% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 171,919 | $4.77M | 0.1% | +3.0% | 6.587% | |
| 11/15/2024 | Jane Street Group LLC | 8,042 | $223K | 0.0% | -96.3% | 0.308% | |
| 11/15/2024 | HighTower Advisors LLC | 93,248 | $2.57M | 0.0% | +1.8% | 3.573% | |
| 11/14/2024 | Captrust Financial Advisors | 44,008 | $1.22M | 0.0% | -7.5% | 1.686% | |
| 11/5/2024 | Harbour Investments Inc. | 99,492 | $2.76M | 0.1% | +28.9% | 3.812% | |
| 11/1/2024 | Atria Investments Inc | 30,045 | $833K | 0.0% | +5.1% | 1.151% | |
| 10/25/2024 | Diversify Advisory Services LLC | 63,026 | $1.76M | 0.1% | +3.7% | 2.415% | |
| 10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 538,582 | $14.93M | 1.0% | +20.9% | 20.635% | |
| 10/23/2024 | Allworth Financial LP | 3,208 | $89K | 0.0% | -30.4% | 0.123% | |
| 10/18/2024 | Legend Financial Advisors Inc. | 157,452 | $4.37M | 3.0% | -2.3% | 6.033% | |
| 10/10/2024 | Concourse Financial Group Securities Inc. | 7,999 | $222K | 0.0% | -10.1% | 0.306% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 10,926 | $303K | 0.0% | N/A | 0.419% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 233,171 | $6.28M | 0.0% | -0.4% | 8.934% | |
| 8/8/2024 | PFG Advisors | 29,734 | $800K | 0.1% | +28.8% | 1.139% | |
| 8/5/2024 | New York Life Investment Management LLC | 302,946 | $8.16M | 0.1% | +48.6% | 11.607% | |
| 7/27/2024 | Legend Financial Advisors Inc. | 161,143 | $4.34M | 3.1% | +5.6% | 6.174% | |
| 7/26/2024 | Harbour Investments Inc. | 77,196 | $2.08M | 0.1% | +0.6% | 2.958% | |
| 7/19/2024 | Cantor Fitzgerald Investment Advisors L.P. | 445,539 | $11.99M | 0.9% | +0.7% | 17.070% | |
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| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 8,444 | $227K | 0.0% | N/A | 0.324% | |
| 7/12/2024 | Diversify Advisory Services LLC | 60,787 | $1.64M | 0.1% | +2.0% | 2.329% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 165,998 | $4.51M | 0.0% | -3.2% | 6.360% | |
| 5/7/2024 | PFG Advisors | 23,079 | $627K | 0.0% | -1.6% | 0.884% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 9,064 | $246K | 0.0% | -10.5% | 0.328% | |
| 5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 442,385 | $12.02M | 0.9% | -1.4% | 16.028% | |
| 5/1/2024 | Diversify Advisory Services LLC | 59,576 | $1.62M | 0.1% | N/A | 2.159% | |
| 4/17/2024 | Legend Financial Advisors Inc. | 152,643 | $4.15M | 3.0% | +5.3% | 5.531% | |
| 4/13/2024 | Columbus Macro LLC | 14,261 | $388K | 0.1% | +3.0% | 0.508% | |
| 3/29/2024 | Kapitalo Investimentos Ltda | 204,347 | $5.47M | 1.1% | -9.2% | 7.272% | |
| 2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 448,467 | $12.00M | 0.9% | N/A | 15.960% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 171,442 | $4.58M | 0.1% | -6.4% | 6.101% | |
| 2/7/2024 | Concourse Financial Group Securities Inc. | 10,122 | $271K | 0.0% | -6.4% | 0.360% | |
| 2/6/2024 | New York Life Investment Management LLC | 385,861 | $10.32M | 0.1% | +12.6% | 13.732% | |
| 1/31/2024 | Legend Financial Advisors Inc. | 144,894 | $3.88M | 3.1% | -0.7% | 5.156% | |
| 1/24/2024 | Allworth Financial LP | 90,780 | $2.43M | 0.0% | -71.2% | 3.231% | |
| 1/19/2024 | PFG Advisors | 23,460 | $628K | 0.1% | +17.9% | 0.835% | |
| 1/19/2024 | Columbus Macro LLC | 13,844 | $371K | 0.1% | -3.3% | 0.493% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 255,946 | $6.72M | 0.0% | -2.5% | 9.108% | |
| 11/8/2023 | HighTower Advisors LLC | 85,095 | $2.22M | 0.0% | +4.9% | 3.028% | |
| 11/8/2023 | New York Life Investment Management LLC | 342,561 | $8.99M | 0.1% | +105.2% | 12.191% | |
| 11/7/2023 | Advisors Preferred LLC | 4,253 | $111K | 0.0% | N/A | 0.151% | |
| 11/1/2023 | Orion Portfolio Solutions LLC | 183,164 | $4.81M | 0.1% | -3.0% | 6.518% | |
| 11/1/2023 | Nwam LLC | 7,647 | $201K | 0.0% | -27.6% | 0.272% | |
| 10/31/2023 | Allworth Financial LP | 315,654 | $8.29M | 0.1% | -5.4% | 11.233% | |
| 10/24/2023 | Bank of New York Mellon Corp | 33,301 | $874K | 0.0% | -3.4% | 1.185% | |
| 10/13/2023 | PFG Advisors | 19,890 | $522K | 0.0% | +23.0% | 0.708% | |
| 8/15/2023 | Cantor Fitzgerald L. P. | 786,413 | $20.03M | 0.5% | -2.4% | 27.986% | |
| 8/10/2023 | Nwam LLC | 10,562 | $269K | 0.0% | -14.1% | 0.376% | |
| 8/10/2023 | Meitav Investment House Ltd. | 58,550 | $2.62M | 0.0% | N/A | 2.084% | |
| 8/10/2023 | Cetera Investment Advisers | 36,967 | $942K | 0.0% | -1.6% | 1.316% | |
| 8/7/2023 | New York Life Investment Management LLC | 166,930 | $4.25M | 0.0% | N/A | 5.941% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 262,637 | $6.69M | 0.0% | -1.4% | 9.347% | |
| 7/26/2023 | Privium Fund Management B.V. | 62,900 | $1.60M | 0.4% | N/A | 2.599% | |
| 7/24/2023 | Meitav Investment House Ltd. | 58,550 | $2.62M | 0.0% | N/A | 2.419% | |
| 7/21/2023 | Columbus Macro LLC | 14,398 | $369K | 0.1% | -16.8% | 0.595% | |
| 7/18/2023 | Allworth Financial LP | 333,714 | $8.50M | 0.1% | -2.1% | 13.790% | |
| 4/27/2023 | Columbus Macro LLC | 17,306 | $445K | 0.2% | -3.7% | 0.455% | |
| 4/27/2023 | Stratos Wealth Advisors LLC | 8,002 | $203K | 0.0% | N/A | 0.211% | |
| 4/26/2023 | Legend Financial Advisors Inc. | 148,358 | $3.76M | 3.2% | +4.5% | 3.904% | |
| 4/21/2023 | PFG Advisors | 16,092 | $408K | 0.0% | -47.6% | 0.423% | |
| 4/18/2023 | Allworth Financial LP | 340,725 | $8.64M | 0.1% | -32.0% | 8.966% | |
| 2/14/2023 | Quantitative Advantage LLC | 47,917 | $1.23M | 0.2% | +1.3% | 1.261% | |
| 2/10/2023 | Arlington Capital Management Inc. | 176,141 | $4.54M | 5.1% | N/A | 4.635% | |
| 2/9/2023 | Privium Fund Management UK Ltd | 62,900 | $1.62M | 1.2% | N/A | 1.655% | |
| 2/9/2023 | HighTower Advisors LLC | 73,557 | $1.88M | 0.0% | +27.7% | 1.936% | |
| 2/9/2023 | Mercer Global Advisors Inc. ADV | 13,305 | $343K | 0.0% | -7.7% | 0.350% | |
| 2/8/2023 | St. James Investment Advisors LLC | 2,560 | $66K | 0.1% | +33.7% | 0.067% | |
| 2/8/2023 | Orion Portfolio Solutions LLC | 272,646 | $7.02M | 0.2% | -4.5% | 7.175% | |
| 2/7/2023 | Commonwealth Equity Services LLC | 12,439 | $320K | 0.0% | N/A | 0.327% | |
Trump Treasure April 19 (Ad) Thanks to President Trump…
A $900 investment across5 specific cryptos…
Could gain 12,000% so quickly that, just 12 months later… If I’m right about this (like I was before) a modest $900 investment… |
| 2/7/2023 | Envestnet Asset Management Inc. | 377,616 | $9.73M | 0.0% | -6.8% | 9.937% | |
| 2/3/2023 | Columbus Macro LLC | 17,974 | $463K | 0.2% | -16.9% | 0.473% | |
| 1/31/2023 | Atria Investments Inc | 42,181 | $1.09M | 0.0% | -1.3% | 1.110% | |
| 1/31/2023 | Kestra Advisory Services LLC | 9,550 | $246K | 0.0% | +16.7% | 0.251% | |
| 1/30/2023 | Concourse Financial Group Securities Inc. | 20,347 | $524K | 0.0% | N/A | 0.535% | |
| 1/30/2023 | Legend Financial Advisors Inc. | 142,005 | $3.66M | 3.2% | N/A | 3.737% | |
| 1/30/2023 | PFG Advisors | 30,700 | $791K | 0.1% | -11.9% | 0.808% | |
| 1/13/2023 | Allworth Financial LP | 501,275 | $12.91M | 0.1% | -23.6% | 13.548% | |
| 11/15/2022 | Cantor Fitzgerald L. P. | 1,500,151 | $39.96M | 0.9% | -3.3% | 48.236% | |
| 11/14/2022 | Quantitative Advantage LLC | 47,300 | $1.26M | 0.2% | N/A | 1.521% | |
