| 2/17/2025 | Cetera Investment Advisers | 14,896 | $168K | 0.0% | +12.6% | 0.112% | |
| 2/17/2025 | Bank of America Corp DE | 130,271 | $1.47M | 0.0% | +0.7% | 0.983% | |
| 2/17/2025 | Benjamin Edwards Inc. | 23,861 | $269K | 0.0% | +8.0% | 0.180% | |
| 2/14/2025 | Jane Street Group LLC | 81,691 | $920K | 0.0% | N/A | 0.617% | |
| 2/14/2025 | Comerica Bank | 25,431 | $286K | 0.0% | +59.2% | 0.192% | |
| 2/14/2025 | Berger Financial Group Inc | 15,305 | $172K | 0.0% | -27.4% | 0.116% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 91,553 | $1.03M | 0.0% | +1.1% | 0.691% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 10,737 | $121K | 0.0% | +24.0% | 0.081% | |
| 2/14/2025 | Susquehanna International Group LLP | 143,234 | $1.61M | 0.0% | +39.0% | 1.081% | |
| 2/14/2025 | Stifel Financial Corp | 31,985 | $360K | 0.0% | +8.2% | 0.241% | |
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| 2/13/2025 | CreativeOne Wealth LLC | 28,817 | $324K | 0.0% | N/A | 0.217% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 51,910 | $584K | 0.0% | +2.0% | 0.392% | |
| 2/13/2025 | Raymond James Financial Inc. | 293,717 | $3.31M | 0.0% | N/A | 2.217% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 157,615 | $1.77M | 0.0% | +6.7% | 1.190% | |
| 2/13/2025 | Wells Fargo & Company MN | 248,439 | $2.80M | 0.0% | -27.5% | 1.875% | |
| 2/12/2025 | BlueChip Wealth Advisors LLC | 56,134 | $632K | 0.4% | -15.5% | 0.424% | |
| 2/12/2025 | Tucker Asset Management LLC | 4,207 | $47K | 0.0% | -31.3% | 0.032% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 49,071 | $552K | 0.0% | +4.3% | 0.370% | |
| 2/12/2025 | JPMorgan Chase & Co. | 2,900 | $33K | 0.0% | +364.0% | 0.022% | |
| 2/11/2025 | LPL Financial LLC | 317,891 | $3.58M | 0.0% | +3.1% | 2.399% | |
| 2/11/2025 | Virtu Financial LLC | 11,759 | $132K | 0.0% | N/A | 0.089% | |
| 2/10/2025 | Harbour Investments Inc. | 144,812 | $1.63M | 0.0% | -8.6% | 1.093% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 53,895 | $607K | 0.0% | -4.4% | 0.407% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 55,063 | $620K | 0.0% | -4.6% | 0.416% | |
| 2/7/2025 | Intellectus Partners LLC | 580,544 | $6.54M | 1.4% | +8.9% | 4.381% | |
| 2/6/2025 | Raymond James Financial Inc. | 293,717 | $3.31M | 0.0% | N/A | 2.217% | |
| 2/6/2025 | Atria Investments Inc | 11,667 | $131K | 0.0% | +11.8% | 0.088% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 20,308 | $229K | 0.0% | +9.3% | 0.153% | |
| 2/6/2025 | Jones Financial Companies Lllp | 3,975 | $45K | 0.0% | +474.4% | 0.030% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 15,057 | $169K | 0.0% | -38.0% | 0.114% | |
| 1/31/2025 | Treasure Coast Financial Planning | 10,870 | $122K | 0.1% | -31.5% | 0.082% | |
| 1/30/2025 | Tcfg Wealth Management LLC | 104,204 | $1.17M | 0.6% | -7.5% | 0.786% | |
| 1/30/2025 | Principal Securities Inc. | 18,817 | $212K | 0.0% | +14.0% | 0.142% | |
| 1/28/2025 | Stephens Inc. AR | 39,583 | $446K | 0.0% | -8.3% | 0.299% | |
| 1/28/2025 | Hobart Private Capital LLC | 127,893 | $1.44M | 0.4% | +19.2% | 0.965% | |
| 1/23/2025 | Gateway Wealth Partners LLC | 17,124 | $193K | 0.0% | +32.7% | 0.129% | |
| 1/22/2025 | Next Level Private LLC | 139,809 | $1.57M | 0.6% | +10.0% | 1.055% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 192,685 | $2.17M | 0.0% | -11.7% | 1.454% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 47,047 | $586K | 0.0% | -8.8% | 0.355% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 90,591 | $1.13M | 0.0% | -2.7% | 0.684% | |
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… |
| 11/15/2024 | Benjamin Edwards Inc. | 22,103 | $275K | 0.0% | +707.0% | 0.167% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 50,893 | $634K | 0.0% | +3.6% | 0.384% | |
| 11/8/2024 | Darwin Wealth Management LLC | 2,272 | $28K | 0.0% | N/A | 0.017% | |
| 11/6/2024 | Intellectus Partners LLC | 533,283 | $6.65M | 1.7% | +4.9% | 4.025% | |
| 11/5/2024 | Harbour Investments Inc. | 158,443 | $1.97M | 0.1% | +1.3% | 1.196% | |
| 11/4/2024 | Cottonwood Capital Advisors LLC | 34,983 | $436K | 0.3% | -18.2% | 0.264% | |
| 11/4/2024 | Sigma Planning Corp | 11,853 | $148K | 0.0% | -9.0% | 0.089% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 24,276 | $302K | 0.0% | -24.1% | 0.183% | |
| 10/29/2024 | Janney Montgomery Scott LLC | 218,318 | $2.72M | 0.0% | +9.4% | 1.648% | |
| 10/28/2024 | Stephens Inc. AR | 43,158 | $538K | 0.0% | -8.5% | 0.326% | |
| 10/25/2024 | Gateway Wealth Partners LLC | 12,905 | $161K | 0.0% | +24.4% | 0.097% | |
| 10/22/2024 | International Assets Investment Management LLC | 27,624 | $344K | 0.0% | +1,146.0% | 0.208% | |
| 10/10/2024 | Next Level Private LLC | 127,138 | $1.58M | 0.6% | +8.0% | 0.960% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 12,968 | $152K | 0.0% | -17.2% | 0.098% | |
| 8/16/2024 | Gateway Wealth Partners LLC | 10,371 | $121K | 0.0% | N/A | 0.078% | |
| 8/7/2024 | Liberty Wealth Management LLC | 13,785 | $161K | 0.0% | N/A | 0.104% | |
| 8/2/2024 | Next Level Private LLC | 117,704 | $1.38M | 0.6% | +16.0% | 0.888% | |
| 8/1/2024 | Elevated Capital Advisors LLC | 55,997 | $656K | 0.2% | -63.8% | 0.423% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 60,638 | $710K | 0.0% | +2.8% | 0.458% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 31,996 | $375K | 0.0% | +10.4% | 0.241% | |
| 7/30/2024 | Hobart Private Capital LLC | 93,380 | $1.09M | 0.3% | +40.4% | 0.705% | |
| 7/30/2024 | International Assets Investment Management LLC | 2,217 | $26K | 0.0% | N/A | 0.017% | |
| 7/26/2024 | Harbour Investments Inc. | 156,362 | $1.83M | 0.1% | +6.5% | 1.180% | |
| 7/19/2024 | Intellectus Partners LLC | 508,411 | $5.95M | 1.6% | +1.3% | 3.837% | |
| 7/17/2024 | Cottonwood Capital Advisors LLC | 42,770 | $509K | 0.4% | -2.5% | 0.323% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 56,620 | $663K | 0.0% | -3.6% | 0.427% | |
| 7/12/2024 | Williams & Novak LLC | 11,421 | $134K | 0.1% | N/A | 0.086% | |
| 5/17/2024 | Comerica Bank | 44,328 | $524K | 0.0% | -3.7% | 0.335% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 15,662 | $171K | 0.0% | +16.4% | 0.118% | |
| 5/9/2024 | New Insight Wealth Advisors | 161,932 | $1.92M | 1.2% | -10.8% | 1.222% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 28,985 | $343K | 0.0% | -5.9% | 0.219% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 58,720 | $694K | 0.0% | +2.0% | 0.443% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 197,915 | $2.34M | 0.0% | -3.9% | 1.494% | |
| 4/30/2024 | BlueChip Wealth Advisors LLC | 52,473 | $621K | 0.4% | -31.2% | 0.384% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 58,965 | $697K | 0.0% | -10.6% | 0.432% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 18,106 | $214K | 0.0% | +5.7% | 0.133% | |
| 4/26/2024 | Cottonwood Capital Advisors LLC | 43,865 | $513K | 0.4% | -3.4% | 0.321% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 223,487 | $2.64M | 0.0% | -1.8% | 1.637% | |
| 4/15/2024 | Hobart Private Capital LLC | 66,495 | $786K | 0.2% | +43.7% | 0.487% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 154,697 | $1.83M | 0.5% | +6.4% | 1.133% | |
| 4/11/2024 | Murphy Middleton Hinkle & Parker Inc. | 109,646 | $1.30M | 0.8% | -7.7% | 0.667% | |
| 3/15/2024 | BlueChip Wealth Advisors LLC | 76,217 | $920K | 0.6% | N/A | 0.463% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 13,454 | $162K | 0.0% | -14.1% | 0.082% | |
| 3/5/2024 | Fisher Asset Management LLC | 11,114 | $134K | 0.0% | -37.1% | 0.068% | |
| 2/26/2024 | Virtu Financial LLC | 16,406 | $198K | 0.0% | N/A | 0.100% | |
| 2/15/2024 | OLD Mission Capital LLC | 676,461 | $8.17M | 0.1% | N/A | 4.112% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 60,028 | $725K | 0.0% | -12.4% | 0.365% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 205,878 | $2.49M | 0.0% | -22.9% | 1.252% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 57,580 | $695K | 0.0% | -2.6% | 0.350% | |
| 2/7/2024 | Berger Financial Group Inc | 21,520 | $260K | 0.0% | -9.5% | 0.131% | |
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… |
| 2/7/2024 | Principal Securities Inc. | 18,560 | $224K | 0.0% | N/A | 0.113% | |
| 2/6/2024 | Private Advisor Group LLC | 11,608 | $140K | 0.0% | N/A | 0.071% | |
| 2/6/2024 | Fisher Asset Management LLC | 11,114 | $134K | 0.0% | -37.1% | 0.068% | |
| 2/5/2024 | Kestra Private Wealth Services LLC | 26,591 | $321K | 0.0% | +9.0% | 0.162% | |
| 2/5/2024 | Intellectus Partners LLC | 479,046 | $5.78M | 1.7% | +20.2% | 2.912% | |
| 2/1/2024 | GAMMA Investing LLC | 2,775 | $32K | 0.0% | N/A | 0.017% | |
| 2/1/2024 | Sigma Planning Corp | 11,327 | $137K | 0.0% | -15.2% | 0.069% | |
| 1/26/2024 | Sterling Manor Financial LLC | 639,070 | $7.71M | 6.5% | -20.4% | 3.885% | |
| 1/25/2024 | International Assets Investment Management LLC | 26,555 | $321K | 0.0% | N/A | 0.161% | |
| 1/24/2024 | International Assets Investment Management LLC | 26,555 | $321K | 0.0% | N/A | 0.161% | |
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