| 2/17/2025 | Safeguard Investment Advisory Group LLC | 24,294 | $1.18M | 0.3% | -5.4% | 0.203% | |
| 2/17/2025 | Cetera Investment Advisers | 95,006 | $4.62M | 0.0% | +13.4% | 0.795% | |
| 2/17/2025 | Citadel Advisors LLC | 69,285 | $3.37M | 0.0% | N/A | 0.580% | |
| 2/17/2025 | Bank of America Corp DE | 1,724,855 | $83.91M | 0.0% | +27.8% | 14.434% | |
| 2/17/2025 | Ameriprise Financial Inc. | 409,674 | $19.93M | 0.0% | -37.8% | 3.428% | |
| 2/14/2025 | Jane Street Group LLC | 57,349 | $2.79M | 0.0% | N/A | 0.480% | |
| 2/14/2025 | Comerica Bank | 3,293 | $160K | 0.0% | +17.6% | 0.028% | |
| 2/14/2025 | Stifel Financial Corp | 9,594 | $467K | 0.0% | -50.0% | 0.080% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 5,139 | $250K | 0.0% | N/A | 0.043% | |
| 2/13/2025 | CreativeOne Wealth LLC | 59,652 | $2.90M | 0.1% | +3.3% | 0.499% | |
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| 2/13/2025 | Raymond James Financial Inc. | 123,234 | $6.00M | 0.0% | N/A | 1.031% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 95,591 | $4.65M | 0.0% | +16.0% | 0.800% | |
| 2/13/2025 | Wells Fargo & Company MN | 274,964 | $13.38M | 0.0% | -12.9% | 2.301% | |
| 2/12/2025 | National Bank of Canada FI | 1,105 | $54K | 0.0% | -76.6% | 0.009% | |
| 2/12/2025 | JPMorgan Chase & Co. | 42,432 | $2.06M | 0.0% | -72.6% | 0.355% | |
| 2/11/2025 | LPL Financial LLC | 161,892 | $7.88M | 0.0% | +28.1% | 1.355% | |
| 2/11/2025 | TD Private Client Wealth LLC | 13,079 | $636K | 0.0% | -3.8% | 0.109% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 17,837 | $906K | 0.0% | -90.0% | 0.149% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 74,208 | $3.61M | 0.3% | +18.4% | 0.621% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,183 | $739K | 0.0% | +125.9% | 0.127% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 4,967 | $242K | 0.0% | -5.5% | 0.042% | |
| 2/7/2025 | Wealthfront Advisers LLC | 19,823 | $964K | 0.0% | -18.9% | 0.166% | |
| 2/6/2025 | Raymond James Financial Inc. | 123,234 | $6.00M | 0.0% | N/A | 1.031% | |
| 2/6/2025 | Vantage Financial Partners LLC | 5,469 | $266K | 0.1% | -12.4% | 0.046% | |
| 2/6/2025 | Charles Schwab Investment Management Inc. | 39,950 | $1.94M | 0.0% | -10.9% | 0.334% | |
| 2/6/2025 | Jones Financial Companies Lllp | 17,236 | $839K | 0.0% | +170.8% | 0.144% | |
| 1/31/2025 | Global Retirement Partners LLC | 6,307 | $307K | 0.0% | +87.9% | 0.053% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 90,899 | $4.42M | 0.0% | -0.5% | 0.761% | |
| 1/30/2025 | Secured Retirement Advisors LLC | 8,909 | $433K | 0.2% | -11.7% | 0.075% | |
| 1/30/2025 | Principal Securities Inc. | 1,525 | $74K | 0.0% | +323.6% | 0.013% | |
| 1/29/2025 | Focus Financial Network Inc. | 324,043 | $15.77M | 0.6% | +3.4% | 2.712% | |
| 1/28/2025 | Visionary Horizons LLC | 11,344 | $552K | 0.4% | +9.3% | 0.095% | |
| 1/27/2025 | Summit Wealth Partners LLC | 71,365 | $3.47M | 0.7% | +26.2% | 0.597% | |
| 1/22/2025 | Peak Financial Management Inc. | 171,360 | $8.34M | 2.5% | +1.3% | 1.434% | |
| 1/21/2025 | ETF Portfolio Partners Inc. | 124,731 | $6.07M | 1.8% | -21.6% | 1.044% | |
| 1/21/2025 | Cedar Mountain Advisors LLC | 197,464 | $9.61M | 2.1% | -7.7% | 1.652% | |
| 1/17/2025 | Verde Capital Management | 161,895 | $7.88M | 2.2% | +6.8% | 1.355% | |
| 1/17/2025 | Independent Wealth Network Inc. | 95,086 | $4.63M | 1.9% | +41.0% | 0.796% | |
| 1/17/2025 | Park Place Capital Corp | 4,067 | $198K | 0.1% | -72.6% | 0.034% | |
| 1/15/2025 | Goldstone Financial Group LLC | 36,464 | $1.77M | 0.3% | -8.8% | 0.305% | |
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| 1/15/2025 | Decker Retirement Planning Inc. | 1,133 | $55K | 0.0% | N/A | 0.009% | |
| 1/13/2025 | Elevated Capital Advisors LLC | 33,823 | $1.65M | 0.4% | +126.1% | 0.283% | |
| 1/8/2025 | International Assets Investment Management LLC | 14,901 | $725K | 0.0% | -98.1% | 0.125% | |
| 12/26/2024 | JPMorgan Chase & Co. | 154,619 | $8.24M | 0.0% | +57.0% | 1.294% | |
| 11/18/2024 | TD Private Client Wealth LLC | 13,596 | $724K | 0.0% | -12.9% | 0.114% | |
| 11/15/2024 | MML Investors Services LLC | 11,325 | $603K | 0.0% | +20.9% | 0.095% | |
| 11/15/2024 | Stifel Financial Corp | 19,170 | $1.02M | 0.0% | +14.8% | 0.160% | |
| 11/14/2024 | CreativeOne Wealth LLC | 57,747 | $3.08M | 0.1% | +1.3% | 0.483% | |
| 11/14/2024 | BNP Paribas | 7,513 | $400K | 0.0% | -4.7% | 0.063% | |
| 11/12/2024 | Charles Schwab Investment Management Inc. | 44,817 | $2.39M | 0.0% | -18.4% | 0.375% | |
| 11/8/2024 | Advisors Asset Management Inc. | 2,751 | $147K | 0.0% | N/A | 0.023% | |
| 11/8/2024 | Prospera Financial Services Inc | 9,050 | $482K | 0.0% | N/A | 0.076% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 178,245 | $9.50M | 0.0% | +422.5% | 1.492% | |
| 11/2/2024 | Transcendent Capital Group LLC | 5,009 | $267K | 0.1% | -6.9% | 0.042% | |
| 11/2/2024 | Mach 1 Financial Group LLC | 8,235 | $439K | 0.3% | N/A | 0.069% | |
| 10/29/2024 | Visionary Horizons LLC | 10,378 | $553K | 0.4% | +34.5% | 0.087% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 62,673 | $3.34M | 0.3% | +5.1% | 0.524% | |
| 10/28/2024 | Focus Financial Network Inc. | 313,288 | $16.69M | 0.7% | +33.6% | 2.622% | |
| 10/28/2024 | Summit Wealth Partners LLC | 56,552 | $3.01M | 0.6% | +5.9% | 0.473% | |
| 10/28/2024 | Goldstone Financial Group LLC | 39,962 | $2.13M | 0.4% | N/A | 0.334% | |
| 10/22/2024 | International Assets Investment Management LLC | 793,316 | $42.26M | 0.0% | +5,101.4% | 6.639% | |
| 10/22/2024 | Elevated Capital Advisors LLC | 14,961 | $797K | 0.2% | N/A | 0.125% | |
| 10/22/2024 | Private Advisor Group LLC | 13,297 | $708K | 0.0% | +64.4% | 0.111% | |
| 10/18/2024 | Verde Capital Management | 151,552 | $8.07M | 2.4% | +1.8% | 1.268% | |
| 10/16/2024 | B.O.S.S. Retirement Advisors LLC | 4,998 | $266K | 0.1% | -12.4% | 0.042% | |
| 10/16/2024 | Tsfg LLC | 8,223 | $438K | 0.1% | -3.3% | 0.069% | |
| 10/15/2024 | Peak Financial Management Inc. | 169,113 | $9.01M | 2.6% | +3.5% | 1.415% | |
| 10/15/2024 | Cedar Mountain Advisors LLC | 214,013 | $11.40M | 2.6% | N/A | 1.791% | |
| 10/8/2024 | ETF Portfolio Partners Inc. | 159,125 | $8.48M | 2.5% | +4.8% | 1.332% | |
| 9/11/2024 | Summit Wealth Partners LLC | 53,425 | $2.66M | 0.6% | +66.0% | 0.447% | |
| 8/22/2024 | Cetera Investment Advisers | 60,420 | $3.00M | 0.0% | +4.9% | 0.506% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 34,116 | $1.70M | 0.0% | +243.3% | 0.285% | |
| 8/13/2024 | AE Wealth Management LLC | 933,441 | $46.40M | 0.5% | +16.8% | 7.811% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 11,480 | $571K | 0.0% | -62.5% | 0.096% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 89,685 | $4.46M | 0.0% | -3.9% | 0.751% | |
| 8/3/2024 | National Bank of Canada FI | 4,636 | $227K | 0.0% | +4.5% | 0.039% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 5,883 | $292K | 0.0% | +5.5% | 0.049% | |
| 7/25/2024 | Rooted Wealth Advisors Inc. | 64,202 | $3.25M | 1.4% | +8.3% | 0.537% | |
| 7/24/2024 | &PARTNERS | 28,592 | $1.42M | 0.1% | +33.5% | 0.239% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 92,224 | $4.58M | 0.1% | +5.2% | 0.772% | |
| 7/22/2024 | Centennial Wealth Advisory LLC | 48,335 | $2.40M | 1.0% | +4.7% | 0.404% | |
| 7/22/2024 | Focus Financial Network Inc. | 234,489 | $11.95M | 0.5% | +1.6% | 1.962% | |
| 7/18/2024 | Gradient Investments LLC | 9,529 | $474K | 0.0% | N/A | 0.080% | |
| 7/18/2024 | Verde Capital Management | 148,904 | $7.40M | 2.3% | +6.8% | 1.246% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 6,726 | $334K | 0.0% | +9.4% | 0.056% | |
| 7/16/2024 | Tsfg LLC | 8,501 | $423K | 0.1% | -3.7% | 0.071% | |
| 7/15/2024 | ETF Portfolio Partners Inc. | 151,837 | $7.55M | 2.4% | N/A | 1.271% | |
| 5/24/2024 | Cetera Advisors LLC | 9,978 | $510K | 0.0% | +3.2% | 0.083% | |
| 5/24/2024 | Cetera Investment Advisers | 57,610 | $2.94M | 0.0% | +631.7% | 0.482% | |
| 5/20/2024 | Independent Wealth Network Inc. | 65,603 | $3.35M | 1.6% | +2.1% | 0.549% | |
Alert: DOGE goes live (Ad) Elon will most likely be at the helm of it all.
And just days from now, could bring about the biggest economic transformation in American history.
See, there's one particular part of Elon and Trump's plans that you need to pay special attention to right now. Click here to learn more. |
| 5/16/2024 | Jane Street Group LLC | 271,162 | $13.86M | 0.0% | N/A | 2.269% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 8,589 | $406K | 0.0% | -44.3% | 0.072% | |
| 5/14/2024 | OLD Mission Capital LLC | 71,592 | $3.66M | 0.1% | N/A | 0.599% | |
| 5/14/2024 | CreativeOne Wealth LLC | 54,671 | $2.79M | 0.1% | +3.7% | 0.457% | |
| 5/13/2024 | Hilltop Partners LLC | 10,736 | $549K | 0.2% | -96.2% | 0.090% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 40,712 | $2.08M | 0.7% | -53.5% | 0.341% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 6,147 | $314K | 0.0% | -56.1% | 0.052% | |
| 5/2/2024 | Vantage Financial Partners LLC | 6,485 | $331K | 0.1% | -26.0% | 0.054% | |
| 5/2/2024 | BNP Paribas | 7,178 | $367K | 0.0% | N/A | 0.060% | |
| 5/1/2024 | Private Advisor Group LLC | 7,988 | $408K | 0.0% | -6.8% | 0.067% | |
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