| 8/1/2025 | Equita Financial Network Inc. | 31,854 | $1.26M | 0.5% | +104.5% | 0.166% | |
| 8/1/2025 | Penobscot Wealth Management | 7,527 | $297K | 0.1% | +17.2% | 0.039% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 3,273 | $129K | 0.0% | +13.7% | 0.017% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 13,336 | $526K | 0.0% | +99.2% | 0.069% | |
| 7/31/2025 | Orion Capital Management LLC | 6,880 | $271K | 0.1% | -4.8% | 0.036% | |
| 7/31/2025 | Brighton Jones LLC | 70,677 | $2.79M | 0.1% | +4.8% | 0.368% | |
| 7/31/2025 | Aspen Capital Management LLC | 81,859 | $3.23M | 0.9% | +80.2% | 0.426% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 104,102 | $4.10M | 0.1% | +1.0% | 0.542% | |
| 7/31/2025 | Curio Wealth LLC | 2,860 | $113K | 0.0% | +71,400.0% | 0.015% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 69,135 | $2.73M | 0.2% | -1.2% | 0.360% | |
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| 7/31/2025 | Planning Center Inc. | 209,354 | $8.25M | 0.9% | +0.6% | 1.090% | |
| 7/30/2025 | EnRich Financial Partners LLC | 11,884 | $468K | 0.1% | +38.9% | 0.062% | |
| 7/30/2025 | Forum Financial Management LP | 289,109 | $11.39M | 0.2% | -3.1% | 1.506% | |
| 7/29/2025 | Schubert & Co | 24,904 | $981K | 0.7% | N/A | 0.130% | |
| 7/29/2025 | Flagstone Financial Management | 13,073 | $515K | 0.1% | +30.0% | 0.068% | |
| 7/28/2025 | Delap Wealth Advisory LLC | 10,255 | $404K | 0.2% | -42.6% | 0.053% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 64,864 | $2.56M | 0.3% | -1.6% | 0.338% | |
| 7/25/2025 | Wealth Architects LLC | 111,411 | $4.39M | 0.4% | +18.4% | 0.580% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 29,141 | $1.15M | 0.0% | -6.6% | 0.152% | |
| 7/25/2025 | RHS Financial LLC | 5,867 | $231K | 0.1% | -46.5% | 0.031% | |
| 7/24/2025 | Financial Connections Group Inc. | 19,688 | $775K | 0.3% | +62.5% | 0.103% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 13,475 | $531K | 0.3% | +3.8% | 0.070% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 93,647 | $3.69M | 2.1% | -4.5% | 0.488% | |
| 7/23/2025 | First Financial Group Corp | 10,823 | $427K | 0.4% | +5.8% | 0.056% | |
| 7/23/2025 | Asset Planning Corporation | 7,399 | $292K | 0.2% | -79.3% | 0.039% | |
| 7/22/2025 | AWM Capital LLC | 784,487 | $30.92M | 3.3% | -27.9% | 4.086% | |
| 7/22/2025 | Hill Island Financial LLC | 185,505 | $7.31M | 2.0% | N/A | 0.966% | |
| 7/22/2025 | Clarius Group LLC | 6,604 | $260K | 0.0% | +4.6% | 0.034% | |
| 7/21/2025 | Trellis Wealth Advisors LLC | 50,684 | $2.00M | 0.9% | +1.1% | 0.264% | |
| 7/18/2025 | Tanager Wealth Management LLP | 14,303 | $564K | 0.1% | +7.1% | 0.074% | |
| 7/18/2025 | Pure Financial Advisors LLC | 106,761 | $4.21M | 0.1% | +45.8% | 0.556% | |
| 7/18/2025 | Heritage Financial Services LLC | 173,376 | $6.83M | 0.7% | +0.7% | 0.903% | |
| 7/18/2025 | Citrine Capital LLC | 322,948 | $12.73M | 6.8% | +2.5% | 1.682% | |
| 7/17/2025 | Elser Financial Planning Inc | 229,002 | $8.90M | 0.5% | N/A | 1.199% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 8,375 | $330K | 0.2% | +10.1% | 0.044% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 254,144 | $10.02M | 0.9% | +5.8% | 1.331% | |
| 7/17/2025 | XY Planning Network Inc. | 6,045 | $238K | 0.1% | N/A | 0.032% | |
| 7/16/2025 | Five Oceans Advisors | 226,384 | $8.92M | 3.8% | +47.3% | 1.185% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 30,743 | $1.21M | 0.1% | +34.5% | 0.161% | |
| 7/16/2025 | Blue Oak Capital LLC | 7,885 | $311K | 0.2% | N/A | 0.041% | |
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| 7/16/2025 | Perigon Wealth Management LLC | 90,282 | $3.56M | 0.1% | +1.9% | 0.473% | |
| 7/15/2025 | Level Financial Advisors | 30,226 | $1.19M | 0.4% | +12.5% | 0.158% | |
| 7/15/2025 | Accurate Wealth Management LLC | 5,829 | $231K | 0.0% | N/A | 0.031% | |
| 7/15/2025 | Maseco LLP | 843,506 | $33.24M | 1.3% | N/A | 4.416% | |
| 7/15/2025 | Family Wealth Partners LLC | 6,709 | $264K | 0.1% | -4.1% | 0.035% | |
| 7/14/2025 | AdvisorNet Financial Inc | 16,594 | $654K | 0.0% | +27.8% | 0.087% | |
| 7/14/2025 | BetterWealth LLC | 27,298 | $1.08M | 0.3% | -1.1% | 0.143% | |
| 7/14/2025 | Northland Capital Management LLC | 44,403 | $1.75M | 1.1% | -8.3% | 0.232% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 560,620 | $22.09M | 3.4% | +5.8% | 2.935% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 14,431 | $569K | 0.3% | N/A | 0.076% | |
| 7/14/2025 | Physician Wealth Advisors Inc. | 9,239 | $364K | 0.1% | -10.0% | 0.048% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 874,253 | $34.45M | 4.7% | -5.7% | 4.577% | |
| 7/11/2025 | Farther Finance Advisors LLC | 26,251 | $1.04M | 0.0% | -1.6% | 0.137% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 77,558 | $3.06M | 0.7% | +38.0% | 0.406% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 144,049 | $5.68M | 0.0% | -0.7% | 0.754% | |
| 7/9/2025 | Archer Investment Management LLC | 74,824 | $2.95M | 2.1% | -15.4% | 0.392% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 43,886 | $1.73M | 0.6% | +2.2% | 0.232% | |
| 7/8/2025 | Elevation Wealth Partners LLC | 10,892 | $429K | 0.2% | N/A | 0.058% | |
| 7/8/2025 | Apella Capital LLC | 154,343 | $6.04M | 0.2% | +6.4% | 0.817% | |
| 7/7/2025 | New Capital Management LP | 185,790 | $7.32M | 2.0% | +4.1% | 0.983% | |
| 7/3/2025 | Garde Capital Inc. | 80,399 | $3.17M | 0.2% | +12.0% | 0.425% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 17,455 | $687K | 0.1% | +15.6% | 0.092% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 32,014 | $1.12M | 0.0% | N/A | 0.169% | |
| 5/20/2025 | Focus Partners Wealth | 620,981 | $21.67M | 0.1% | +2,264.6% | 3.357% | |
| 5/19/2025 | Jane Street Group LLC | 152,645 | $5.33M | 0.0% | +63.6% | 0.825% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 32,014 | $1.12M | 0.0% | N/A | 0.174% | |
| 5/16/2025 | NewEdge Advisors LLC | 59,128 | $2.06M | 0.0% | -40.6% | 0.321% | |
| 5/16/2025 | Hancock Whitney Corp | 15,774 | $550K | 0.0% | N/A | 0.086% | |
| 5/15/2025 | EP Wealth Advisors LLC | 23,698 | $827K | 0.0% | -37.2% | 0.129% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 103,100 | $3.60M | 0.1% | +26.2% | 0.560% | |
| 5/15/2025 | Betterment LLC | 52,202 | $1.82M | 0.0% | +31.0% | 0.284% | |
| 5/15/2025 | OLD Mission Capital LLC | 183,809 | $6.41M | 0.1% | N/A | 0.999% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 13,642 | $476K | 0.2% | N/A | 0.074% | |
| 5/14/2025 | Orion Capital Management LLC | 7,224 | $252K | 0.1% | -9.7% | 0.039% | |
| 5/14/2025 | Kestra Advisory Services LLC | 26,746 | $933K | 0.0% | +4.5% | 0.145% | |
| 5/14/2025 | Heritage Financial Services LLC | 172,182 | $6.01M | 0.6% | -3.1% | 0.936% | |
| 5/13/2025 | RW Investment Management LLC | 81,779 | $2.85M | 0.4% | -12.5% | 0.444% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 56,217 | $1.96M | 0.5% | +0.8% | 0.306% | |
| 5/13/2025 | Francis Financial Inc. | 673,835 | $23.51M | 5.7% | +5.1% | 3.662% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 201,059 | $7.02M | 5.6% | +1.6% | 1.093% | |
| 5/12/2025 | Truepoint Inc. | 76,922 | $2.68M | 0.1% | +2.7% | 0.418% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 20,031 | $744K | 0.0% | +5.5% | 0.109% | |
| 5/9/2025 | Wealthspire Advisors LLC | 62,926 | $2.20M | 0.0% | -0.4% | 0.342% | |
| 5/9/2025 | Financial Connections Group Inc. | 12,114 | $422K | 0.2% | +13.4% | 0.066% | |
| 5/9/2025 | McClarren Financial Advisors Inc. | 3,764 | $131K | 0.1% | N/A | 0.020% | |
| 5/8/2025 | Glassman Wealth Services | 4,022 | $140K | 0.0% | +25.5% | 0.022% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 70,628 | $2.46M | 1.7% | +10.8% | 0.384% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 529,885 | $18.49M | 2.8% | -0.4% | 2.880% | |
| 5/8/2025 | Modera Wealth Management LLC | 20,971 | $732K | 0.0% | -6.1% | 0.114% | |
| 5/7/2025 | AWM Capital LLC | 1,088,724 | $37.99M | 4.4% | +6.5% | 5.917% | |
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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. |
| 5/6/2025 | Grand Wealth Management LLC | 15,052 | $525K | 0.3% | -2.6% | 0.082% | |
| 5/6/2025 | Morling Financial Advisors LLC | 10,781 | $376K | 0.1% | +29.4% | 0.059% | |
| 5/6/2025 | Babb Wealth Advisors LLC | 20,566 | $718K | 0.6% | -9.9% | 0.112% | |
| 5/5/2025 | Aspen Capital Management LLC | 45,436 | $1.59M | 0.5% | N/A | 0.247% | |
| 5/5/2025 | Nwam LLC | 37,807 | $1.32M | 0.1% | -10.8% | 0.205% | |
| 5/2/2025 | Forum Financial Management LP | 298,219 | $10.41M | 0.2% | -1.0% | 1.621% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 9,593 | $352K | 0.0% | N/A | 0.052% | |
| 5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 21,068 | $735K | 0.2% | -2.9% | 0.115% | |
| 5/1/2025 | Asset Dedication LLC | 111,476 | $3.89M | 0.3% | -13.9% | 0.606% | |
| 5/1/2025 | United Wealth Management LLC | 15,030 | $524K | 0.2% | +2.5% | 0.082% | |
