| 2/17/2025 | Cetera Investment Advisers | 87,595 | $9.88M | 0.0% | +7.3% | 2.517% | |
| 2/17/2025 | Citadel Advisors LLC | 16,435 | $1.85M | 0.0% | +144.5% | 0.472% | |
| 2/17/2025 | Bank of America Corp DE | 167,572 | $18.89M | 0.0% | +41.2% | 4.815% | |
| 2/17/2025 | Ameriprise Financial Inc. | 76,054 | $8.58M | 0.0% | +41.8% | 2.185% | |
| 2/14/2025 | Jane Street Group LLC | 6,656 | $750K | 0.0% | N/A | 0.191% | |
| 2/14/2025 | Lido Advisors LLC | 3,629 | $409K | 0.0% | -31.3% | 0.104% | |
| 2/13/2025 | Mariner LLC | 3,692 | $416K | 0.0% | +83.4% | 0.106% | |
| 2/13/2025 | Summit Investment Advisors Inc. | 37,939 | $4.28M | 3.8% | N/A | 1.090% | |
| 2/13/2025 | Sagespring Wealth Partners LLC | 5,230 | $590K | 0.0% | N/A | 0.150% | |
| 2/13/2025 | Glass Jacobson Investment Advisors llc | 670 | $76K | 0.0% | +18.2% | 0.019% | |
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| 2/13/2025 | Raymond James Financial Inc. | 54,603 | $6.16M | 0.0% | N/A | 1.569% | |
| 2/13/2025 | Bank of Montreal Can | 3,362 | $379K | 0.0% | +984.5% | 0.097% | |
| 2/13/2025 | Cerity Partners LLC | 30,672 | $3.46M | 0.0% | -3.0% | 0.881% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 28,340 | $3.20M | 0.0% | -23.6% | 0.814% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 28,476 | $3.21M | 0.2% | +46.9% | 0.818% | |
| 2/12/2025 | Prevail Innovative Wealth Advisors LLC | 27,635 | $3.12M | 0.9% | N/A | 0.794% | |
| 2/11/2025 | Modern Wealth Management LLC | 25,670 | $2.91M | 0.1% | +205.1% | 0.738% | |
| 2/11/2025 | LPL Financial LLC | 198,873 | $22.42M | 0.0% | +3.6% | 5.715% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 7,703 | $869K | 0.0% | +102.5% | 0.221% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 2,264 | $255K | 0.0% | +73.9% | 0.065% | |
| 2/10/2025 | Harbour Investments Inc. | 14,359 | $1.62M | 0.0% | +6.4% | 0.413% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 21,615 | $2.44M | 0.0% | +21.9% | 0.621% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 6,741 | $760K | 0.0% | +25.7% | 0.194% | |
| 2/7/2025 | PFG Advisors | 4,336 | $489K | 0.0% | +83.4% | 0.125% | |
| 2/7/2025 | Independent Advisor Alliance | 10,450 | $1.18M | 0.0% | N/A | 0.300% | |
| 2/6/2025 | Raymond James Financial Inc. | 54,603 | $6.16M | 0.0% | N/A | 1.569% | |
| 2/6/2025 | Jones Financial Companies Lllp | 58,087 | $6.55M | 0.0% | +83.8% | 1.669% | |
| 2/5/2025 | Oppenheimer & Co. Inc. | 8,428 | $950K | 0.0% | N/A | 0.242% | |
| 2/4/2025 | Marshall Investment Management LLC | 32,188 | $3.77M | 2.2% | N/A | 0.925% | |
| 2/3/2025 | Sigma Planning Corp | 19,191 | $2.16M | 0.1% | +39.8% | 0.551% | |
| 2/3/2025 | Compass Capital Corp MA ADV | 1,857 | $220K | 0.1% | N/A | 0.053% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 15,117 | $1.70M | 0.0% | -1.6% | 0.434% | |
| 2/3/2025 | WealthCare Investment Partners LLC | 52,229 | $5.90M | 2.6% | +8.7% | 1.501% | |
| 2/3/2025 | Private Advisor Group LLC | 33,975 | $3.83M | 0.0% | +23.7% | 0.976% | |
| 1/31/2025 | Global Retirement Partners LLC | 596 | $67K | 0.0% | +186.5% | 0.017% | |
| 1/31/2025 | Truist Financial Corp | 16,298 | $1.84M | 0.0% | -9.2% | 0.468% | |
| 1/29/2025 | International Private Wealth Advisors LLC | 4,652 | $525K | 0.5% | +42.5% | 0.134% | |
| 1/28/2025 | Kestra Private Wealth Services LLC | 43,644 | $4.92M | 0.1% | +0.5% | 1.254% | |
| 1/27/2025 | Financial Advocates Investment Management | 9,064 | $1.02M | 0.1% | -14.9% | 0.260% | |
| 1/23/2025 | Manning & Napier Advisors LLC | 29,242 | $3.30M | 0.0% | N/A | 0.840% | |
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| 1/22/2025 | Nilsine Partners LLC | 4,964 | $560K | 0.1% | N/A | 0.143% | |
| 1/21/2025 | Embree Financial Group | 2,247 | $253K | 0.0% | N/A | 0.065% | |
| 1/21/2025 | Cornerstone Wealth Management LLC | 19,949 | $2.25M | 0.2% | +5.5% | 0.573% | |
| 1/17/2025 | Seros Financial LLC | 8,528 | $976K | 0.9% | N/A | 0.245% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 2,611 | $294K | 0.0% | -21.4% | 0.075% | |
| 1/15/2025 | Merit Financial Group LLC | 62,283 | $7.02M | 0.1% | N/A | 1.790% | |
| 1/14/2025 | Redhawk Wealth Advisors Inc. | 9,581 | $1.08M | 0.1% | +9.3% | 0.275% | |
| 1/14/2025 | 626 Financial LLC | 46,658 | $5.26M | 2.8% | +112.8% | 1.341% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 567 | $66K | 0.0% | +772.3% | 0.016% | |
| 11/15/2024 | MML Investors Services LLC | 17,496 | $2.05M | 0.0% | +12.4% | 0.503% | |
| 11/13/2024 | Townsquare Capital LLC | 2,258 | $264K | 0.0% | N/A | 0.065% | |
| 11/13/2024 | FMR LLC | 555 | $65K | 0.0% | +106.3% | 0.016% | |
| 11/12/2024 | Cerity Partners LLC | 31,613 | $3.70M | 0.0% | -2.4% | 0.908% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 4,504 | $527K | 0.0% | +6.3% | 0.129% | |
| 11/6/2024 | Signature Estate & Investment Advisors LLC | 2,423 | $284K | 0.0% | +16.0% | 0.070% | |
| 11/6/2024 | International Private Wealth Advisors LLC | 3,264 | $382K | 0.6% | -5.1% | 0.094% | |
| 11/5/2024 | Harbour Investments Inc. | 13,490 | $1.58M | 0.0% | +1,665.7% | 0.388% | |
| 11/4/2024 | Sigma Planning Corp | 13,732 | $1.61M | 0.0% | +97.0% | 0.395% | |
| 11/1/2024 | Lionsbridge Wealth Management LLC | 11,022 | $1.29M | 1.0% | N/A | 0.317% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 15,364 | $1.80M | 0.1% | +17.0% | 0.441% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 2,410 | $282K | 0.0% | -12.4% | 0.069% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 1,302 | $152K | 0.0% | +121.4% | 0.037% | |
| 10/25/2024 | Financial Advocates Investment Management | 10,653 | $1.25M | 0.1% | N/A | 0.306% | |
| 10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,173 | $371K | 0.1% | +56.8% | 0.091% | |
| 10/22/2024 | Private Advisor Group LLC | 27,474 | $3.22M | 0.0% | +11.1% | 0.789% | |
| 10/21/2024 | Foundations Investment Advisors LLC | 2,504 | $293K | 0.0% | +35.9% | 0.072% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 18,911 | $2.21M | 0.2% | +2.7% | 0.543% | |
| 10/16/2024 | 626 Financial LLC | 21,921 | $2.57M | 1.4% | +155.5% | 0.630% | |
| 10/11/2024 | Redhawk Wealth Advisors Inc. | 8,769 | $1.03M | 0.1% | +80.5% | 0.252% | |
| 10/8/2024 | WealthCare Investment Partners LLC | 48,040 | $5.57M | 2.4% | +15.9% | 1.380% | |
| 10/5/2024 | Waycross Investment Management Co | 3,652 | $428K | 0.4% | -6.9% | 0.105% | |
| 8/22/2024 | Cetera Investment Advisers | 72,151 | $8.26M | 0.0% | +24.1% | 2.073% | |
| 8/21/2024 | Truist Financial Corp | 19,238 | $2.20M | 0.0% | -0.6% | 0.553% | |
| 8/16/2024 | Regal Investment Advisors LLC | 1,940 | $222K | 0.0% | -9.8% | 0.056% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 122,199 | $13.98M | 0.0% | +8.3% | 3.511% | |
| 8/14/2024 | Gateway Advisory LLC | 33,656 | $3.85M | 0.7% | +5.0% | 0.967% | |
| 8/10/2024 | Axxcess Wealth Management LLC | 3,891 | $445K | 0.0% | -4.3% | 0.112% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 36,526 | $4.18M | 0.0% | +60.9% | 1.050% | |
| 8/8/2024 | Thoroughbred Financial Services LLC | 11,321 | $1.30M | 0.1% | +100.2% | 0.325% | |
| 8/5/2024 | Private Advisor Group LLC | 24,738 | $2.83M | 0.0% | +1,323.4% | 0.711% | |
| 8/2/2024 | Foundations Investment Advisors LLC | 1,842 | $211K | 0.0% | N/A | 0.053% | |
| 8/2/2024 | Jackson Creek Investment Advisors LLC | 5,160 | $590K | 0.2% | -15.7% | 0.148% | |
| 7/31/2024 | International Private Wealth Advisors LLC | 3,438 | $393K | 0.7% | -4.1% | 0.099% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 16,052 | $1.84M | 0.0% | +15.4% | 0.461% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 13,136 | $1.50M | 0.0% | -6.4% | 0.377% | |
| 7/29/2024 | Waycross Investment Management Co | 3,921 | $449K | 0.4% | -2.5% | 0.113% | |
| 7/26/2024 | Signature Estate & Investment Advisors LLC | 2,088 | $239K | 0.0% | N/A | 0.060% | |
| 7/25/2024 | Capital Advisors Ltd. LLC | 2,172 | $249K | 0.0% | -16.6% | 0.062% | |
| 7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,023 | $231K | 0.0% | N/A | 0.058% | |
| 7/23/2024 | PSI Advisors LLC | 554 | $63K | 0.0% | +170.2% | 0.016% | |
Now I look stupid. Real stupid... (Ad) I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was.
Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. |
| 7/22/2024 | Legacy Capital Group California Inc. | 2,450 | $280K | 0.1% | N/A | 0.070% | |
| 7/19/2024 | Davis Investment Partners LLC | 15,018 | $1.79M | 0.7% | -2.4% | 0.432% | |
| 7/18/2024 | WealthCare Investment Partners LLC | 41,443 | $4.74M | 2.2% | +19.9% | 1.191% | |
| 7/17/2024 | Redhawk Wealth Advisors Inc. | 4,857 | $556K | 0.1% | -91.6% | 0.140% | |
| 7/16/2024 | Cornerstone Wealth Management LLC | 18,417 | $2.11M | 0.2% | N/A | 0.529% | |
| 7/8/2024 | Tandem Capital Management Corp ADV | 4,840 | $544K | 0.3% | N/A | 0.139% | |
| 6/21/2024 | Cape Investment Advisory Inc. | 265 | $32K | 0.0% | N/A | 0.008% | |
| 5/24/2024 | Cetera Investment Advisers | 58,125 | $6.99M | 0.0% | N/A | 1.670% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 4,066 | $489K | 0.0% | N/A | 0.117% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 5,654 | $680K | 0.1% | N/A | 0.172% | |
