| 8/14/2025 | Cerity Partners LLC | 4,373 | $217K | 0.0% | N/A | 0.036% | |
| 8/13/2025 | Flow Traders U.S. LLC | 11,619 | $576K | 0.0% | +104.1% | 0.096% | |
| 8/13/2025 | SCS Capital Management LLC | 49,540 | $2.46M | 0.0% | -21.2% | 0.409% | |
| 8/13/2025 | Marshall Wace LLP | 35,671 | $1.77M | 0.0% | +11.1% | 0.295% | |
| 8/13/2025 | Kilter Group LLC | 836 | $41K | 0.0% | N/A | 0.007% | |
| 8/13/2025 | Bare Financial Services Inc | 8,758 | $434K | 0.1% | +4.0% | 0.072% | |
| 8/13/2025 | Martin & Co. Inc. TN | 60,120 | $2.98M | 0.5% | -0.8% | 0.497% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 81,688 | $4.05M | 0.0% | -4.1% | 0.675% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 78,783 | $3.90M | 0.0% | -13.6% | 0.651% | |
| 8/12/2025 | Pettyjohn Wood & White Inc. | 4,275 | $212K | 0.0% | N/A | 0.035% | |
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| 8/12/2025 | AlphaCore Capital LLC | 591 | $29K | 0.0% | +103.1% | 0.005% | |
| 8/12/2025 | MAI Capital Management | 1,000 | $50K | 0.0% | -17.8% | 0.008% | |
| 8/12/2025 | JPMorgan Chase & Co. | 360,619 | $17.87M | 0.0% | +0.5% | 2.980% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 19,505 | $967K | 0.0% | -12.4% | 0.161% | |
| 8/8/2025 | Cetera Investment Advisers | 55,508 | $2.75M | 0.0% | -6.6% | 0.459% | |
| 8/8/2025 | Family Firm Inc. | 33,536 | $1.66M | 0.4% | +11.2% | 0.277% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 3,620 | $179K | 0.0% | +6.1% | 0.030% | |
| 8/7/2025 | Allworth Financial LP | 1,095 | $54K | 0.0% | +559.6% | 0.009% | |
| 8/6/2025 | KCM Investment Advisors LLC | 55,555 | $2.75M | 0.1% | +2.6% | 0.459% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 51,532 | $2.55M | 0.0% | -2.0% | 0.426% | |
| 8/5/2025 | Bank of Montreal Can | 4,032 | $200K | 0.0% | -23.0% | 0.033% | |
| 8/5/2025 | Sigma Planning Corp | 13,616 | $675K | 0.0% | -23.4% | 0.113% | |
| 8/4/2025 | Carret Asset Management LLC | 24,920 | $1.24M | 0.1% | -1.2% | 0.206% | |
| 8/4/2025 | Spire Wealth Management | 725 | $36K | 0.0% | -34.6% | 0.006% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 93,699 | $4.64M | 0.0% | +23.3% | 0.774% | |
| 7/29/2025 | Stephens Inc. AR | 11,087 | $549K | 0.0% | -21.8% | 0.092% | |
| 7/25/2025 | Ellis Investment Partners LLC | 6,264 | $310K | 0.1% | +10.5% | 0.052% | |
| 7/25/2025 | CWM LLC | 16,580 | $822K | 0.0% | -18.6% | 0.137% | |
| 7/24/2025 | Blair William & Co. IL | 1,567 | $78K | 0.0% | +22.7% | 0.013% | |
| 7/24/2025 | Game Plan Financial Advisors LLC | 5,068 | $251K | 0.1% | +6.1% | 0.042% | |
| 7/24/2025 | US Bancorp DE | 212,575 | $10.53M | 0.0% | -7.8% | 1.757% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,332 | $66K | 0.0% | N/A | 0.011% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 2,311 | $114K | 0.0% | -9.3% | 0.019% | |
| 7/18/2025 | Truist Financial Corp | 142,066 | $7.04M | 0.0% | -13.5% | 1.179% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 20,823 | $1.03M | 0.0% | -2.4% | 0.176% | |
| 7/16/2025 | CX Institutional | 6,129 | $304K | 0.0% | -83.2% | 0.052% | |
| 7/16/2025 | Cadent Capital Advisors LLC | 22,722 | $1.13M | 0.4% | -67.0% | 0.193% | |
| 7/16/2025 | Banque Pictet & Cie SA | 36,947 | $1.83M | 0.0% | -17.9% | 0.313% | |
| 7/15/2025 | North Star Investment Management Corp. | 9,145 | $453K | 0.0% | -21.7% | 0.078% | |
| 7/14/2025 | Park Avenue Securities LLC | 11,209 | $555K | 0.0% | +3.8% | 0.095% | |
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| 7/11/2025 | Orrstown Financial Services Inc. | 5,595 | $277K | 0.1% | N/A | 0.047% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,530 | $76K | 0.0% | +75.9% | 0.013% | |
| 7/11/2025 | CX Institutional | 6,129 | $304K | 0.0% | -83.2% | 0.052% | |
| 7/11/2025 | Westwind Capital | 39,538 | $1.96M | 0.4% | +12.4% | 0.332% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 24,248,343 | $1.12B | 0.2% | +277,595.2% | 203.768% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 25,620 | $1.34M | 0.0% | -19.7% | 0.215% | |
| 7/9/2025 | Fiduciary Alliance LLC | 11,915 | $590K | 0.0% | N/A | 0.100% | |
| 7/2/2025 | Dentgroup LLC | 13,593 | $674K | 0.5% | -13.8% | 0.106% | |
| 7/2/2025 | Neville Rodie & Shaw Inc. | 6,490 | $322K | 0.0% | -5.6% | 0.051% | |
| 5/29/2025 | Apeiron RIA LLC | 11,604 | $541K | 0.2% | -2.5% | 0.089% | |
| 5/19/2025 | Game Plan Financial Advisors LLC | 4,775 | $223K | 0.1% | -8.2% | 0.034% | |
| 5/19/2025 | SCS Capital Management LLC | 62,835 | $2.93M | 0.0% | N/A | 0.452% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 190,762 | $8.90M | 0.0% | +11.6% | 1.485% | |
| 5/16/2025 | Jones Financial Companies Lllp | 29,712 | $1.39M | 0.0% | -28.0% | 0.214% | |
| 5/16/2025 | NewEdge Advisors LLC | 8,282 | $386K | 0.0% | +6.1% | 0.060% | |
| 5/15/2025 | Cubist Systematic Strategies LLC | 21,706 | $1.01M | 0.0% | +73.3% | 0.156% | |
| 5/15/2025 | Royal Bank of Canada | 287,658 | $13.41M | 0.0% | -12.8% | 2.069% | |
| 5/15/2025 | MAI Capital Management | 1,216 | $57K | 0.0% | +21.6% | 0.009% | |
| 5/15/2025 | Trexquant Investment LP | 4,362 | $203K | 0.0% | -10.8% | 0.031% | |
| 5/14/2025 | Comerica Bank | 4,511 | $210K | 0.0% | -8.1% | 0.032% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 85,181 | $3.97M | 0.0% | -25.2% | 0.613% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 91,152 | $4.25M | 0.0% | +1.5% | 0.656% | |
| 5/13/2025 | Raymond James Financial Inc. | 128,261 | $5.98M | 0.0% | +1.7% | 0.923% | |
| 5/13/2025 | HighTower Advisors LLC | 8,571 | $400K | 0.0% | -6.8% | 0.062% | |
| 5/12/2025 | Bare Financial Services Inc | 8,418 | $393K | 0.2% | -2.4% | 0.061% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 8,338 | $389K | 0.0% | -75.5% | 0.060% | |
| 5/8/2025 | US Bancorp DE | 230,585 | $10.75M | 0.1% | -1.9% | 1.659% | |
| 5/7/2025 | LPL Financial LLC | 213,540 | $9.96M | 0.0% | +2.2% | 1.536% | |
| 5/7/2025 | Spectrum Wealth Counsel LLC | 11,809 | $551K | 0.1% | -82.2% | 0.085% | |
| 5/6/2025 | Cetera Investment Advisers | 59,434 | $2.77M | 0.0% | +38.1% | 0.428% | |
| 5/5/2025 | Crestwood Advisors Group LLC | 52,557 | $2.45M | 0.0% | -10.6% | 0.378% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 7,433 | $347K | 0.0% | N/A | 0.053% | |
| 5/2/2025 | Larson Financial Group LLC | 5,882 | $274K | 0.0% | +4.0% | 0.042% | |
| 5/2/2025 | Sigma Planning Corp | 17,772 | $829K | 0.0% | -4.5% | 0.128% | |
| 5/1/2025 | CWM LLC | 20,362 | $949K | 0.0% | +23.5% | 0.146% | |
| 5/1/2025 | Stephens Inc. AR | 14,180 | $661K | 0.0% | -5.1% | 0.102% | |
| 5/1/2025 | Family Firm Inc. | 30,155 | $1.41M | 0.3% | +3.2% | 0.217% | |
| 4/30/2025 | Banque Pictet & Cie SA | 44,997 | $2.10M | 0.0% | -6.0% | 0.324% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 76,017 | $3.55M | 0.0% | +151.8% | 0.489% | |
| 4/28/2025 | DAVENPORT & Co LLC | 8,475 | $395K | 0.0% | -27.7% | 0.055% | |
| 4/25/2025 | Benchmark Financial Wealth Advisors LLC | 24,733 | $1.15M | 0.4% | N/A | 0.159% | |
| 4/25/2025 | Joel Isaacson & Co. LLC | 4,690 | $219K | 0.0% | -8.1% | 0.030% | |
| 4/24/2025 | Westwind Capital | 35,165 | $1.64M | 0.4% | +65.9% | 0.226% | |
| 4/24/2025 | Sunbelt Securities Inc. | 3,019 | $141K | 0.0% | -62.9% | 0.019% | |
| 4/23/2025 | Western Wealth Management LLC | 4,456 | $208K | 0.0% | -7.3% | 0.029% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 3,559 | $166K | 0.0% | -8.5% | 0.023% | |
| 4/23/2025 | Golden State Wealth Management LLC | 564 | $26K | 0.0% | +101.4% | 0.004% | |
| 4/23/2025 | Spire Wealth Management | 1,109 | $52K | 0.0% | +1,236.1% | 0.007% | |
| 4/23/2025 | Gallagher Capital Advisors LLC | 9,323 | $435K | 0.3% | -2.8% | 0.060% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 4,540 | $212K | 0.0% | -19.5% | 0.029% | |
When the levee breaks (Ad) The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was projected. According to Porter Stansberry, this is panic-level borrowing… and a clear sign we’re nearing America’s financial breaking point.
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 29,232 | $1.36M | 0.0% | -5.3% | 0.188% | |
| 4/22/2025 | MinichMacGregor Wealth Management LLC | 146,327 | $6.82M | 1.5% | +4.9% | 0.941% | |
| 4/22/2025 | Garde Capital Inc. | 1,420 | $66K | 0.0% | N/A | 0.009% | |
| 4/21/2025 | Cadent Capital Advisors LLC | 68,909 | $3.21M | 1.1% | -1.7% | 0.443% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 21,326 | $994K | 0.0% | -12.9% | 0.137% | |
| 4/17/2025 | North Star Investment Management Corp. | 11,680 | $545K | 0.0% | -4.9% | 0.075% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 31,895 | $1.49M | 0.0% | -2.8% | 0.205% | |
| 4/16/2025 | Tudor Financial Inc. | 40,841 | $1.90M | 1.1% | +2.8% | 0.263% | |
| 4/16/2025 | Ballew Advisors Inc | 10,278 | $479K | 0.3% | N/A | 0.066% | |
| 4/15/2025 | CX Institutional | 36,530 | $1.70M | 0.1% | -32.2% | 0.235% | |
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