| 8/14/2025 | Raymond James Financial Inc. | 14,670 | $2.25M | 0.0% | +20.4% | 0.130% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 383 | $59K | 0.0% | -44.0% | 0.003% | |
| 8/14/2025 | Bank of Nova Scotia | 17,000 | $2.60M | 0.0% | N/A | 0.150% | |
| 8/13/2025 | Victory Financial Group LLC | 1,446 | $221K | 0.0% | N/A | 0.013% | |
| 8/13/2025 | SageView Advisory Group LLC | 37,925 | $5.98M | 0.2% | -21.1% | 0.336% | |
| 8/13/2025 | Marshall Wace LLP | 7,019 | $1.08M | 0.0% | N/A | 0.062% | |
| 8/13/2025 | Holos Integrated Wealth LLC | 37,077 | $5.88M | 3.5% | -0.3% | 0.328% | |
| 8/13/2025 | Lido Advisors LLC | 309,665 | $47.42M | 0.2% | +0.6% | 2.740% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 22,694 | $3.48M | 0.0% | -29.9% | 0.201% | |
| 8/12/2025 | Richmond Investment Services LLC | 376,570 | $57.66M | 12.2% | +104.0% | 3.332% | |
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| 8/12/2025 | FreeGulliver LLC | 239,874 | $36.73M | 16.8% | +8.9% | 2.123% | |
| 8/12/2025 | CreativeOne Wealth LLC | 10,467 | $1.60M | 0.0% | -15.2% | 0.093% | |
| 8/12/2025 | Cozad Asset Management Inc. | 6,814 | $1.04M | 0.1% | +3.6% | 0.060% | |
| 8/12/2025 | Reliant Wealth Planning | 204,525 | $31.32M | 12.2% | +9.7% | 1.810% | |
| 8/12/2025 | MAI Capital Management | 5,501 | $842K | 0.0% | +550,000.0% | 0.049% | |
| 8/12/2025 | JPMorgan Chase & Co. | 172,008 | $26.34M | 0.0% | +2.2% | 1.522% | |
| 8/12/2025 | PKS Advisory Services LLC | 4,829 | $739K | 0.2% | -4.0% | 0.043% | |
| 8/8/2025 | KM Capital Management Ltd. | 100,108 | $15.33M | 7.6% | +0.1% | 0.886% | |
| 8/8/2025 | Cetera Investment Advisers | 23,912 | $3.66M | 0.0% | -52.8% | 0.212% | |
| 8/8/2025 | Thoroughbred Financial Services LLC | 24,788 | $3.80M | 0.3% | -9.2% | 0.219% | |
| 8/8/2025 | Creative Planning | 17,856 | $2.73M | 0.0% | -0.6% | 0.158% | |
| 8/7/2025 | Prescott Group Capital Management L.L.C. | 134,450 | $20.59M | 2.4% | +48.1% | 1.190% | |
| 8/5/2025 | Huntington National Bank | 5,157 | $790K | 0.0% | -14.8% | 0.046% | |
| 8/5/2025 | Optivise Advisory Services LLC | 11,158 | $1.71M | 0.9% | -1.7% | 0.099% | |
| 8/5/2025 | Gilbert & Cook Inc. | 531,477 | $81.38M | 11.0% | +2.9% | 4.703% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,931 | $296K | 0.0% | +25.5% | 0.017% | |
| 8/5/2025 | Atlas Private Wealth Advisors | 1,400 | $214K | 0.0% | N/A | 0.012% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 24,455 | $3.75M | 0.3% | -8.5% | 0.216% | |
| 8/4/2025 | Tradewinds LLC. | 1,638 | $251K | 0.2% | N/A | 0.014% | |
| 8/4/2025 | Grant Street Asset Management Inc. | 22,043 | $3.38M | 0.8% | +18.7% | 0.195% | |
| 8/4/2025 | Assetmark Inc. | 660 | $101K | 0.0% | +292.9% | 0.006% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 4,559 | $698K | 0.0% | +1.7% | 0.040% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 19,588 | $3.00M | 0.0% | -66.7% | 0.173% | |
| 7/31/2025 | Wealthfront Advisers LLC | 18,773 | $2.88M | 0.0% | +8.8% | 0.166% | |
| 7/31/2025 | Leavell Investment Management Inc. | 14,505 | $2.22M | 0.1% | +9.8% | 0.128% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 1,949 | $298K | 0.0% | N/A | 0.017% | |
| 7/31/2025 | WFA Asset Management Corp | 91,536 | $14.02M | 8.1% | -2.4% | 0.810% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 62,014 | $9.50M | 0.1% | +0.5% | 0.549% | |
| 7/30/2025 | Mason & Associates LLC | 18,986 | $2.91M | 0.7% | -0.4% | 0.168% | |
| 7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 92,960 | $14.23M | 2.6% | +0.2% | 0.823% | |
Musk’s Project Colossus could mint millionaires (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the September 1st funding windo |
| 7/29/2025 | Spirit of America Management Corp NY | 2,932 | $457K | 0.1% | -9.9% | 0.026% | |
| 7/29/2025 | Manchester Financial Inc. | 95,073 | $14.56M | 3.0% | +70.8% | 0.841% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 19,734 | $3.02M | 0.0% | -0.5% | 0.175% | |
| 7/28/2025 | Harbour Investments Inc. | 646 | $99K | 0.0% | -76.9% | 0.006% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 62,014 | $9.50M | 0.0% | +0.5% | 0.549% | |
| 7/25/2025 | CWM LLC | 6,735 | $1.03M | 0.0% | +673,400.0% | 0.060% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 3,226 | $494K | 0.0% | +45.3% | 0.029% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 207,352 | $31.75M | 1.8% | -3.6% | 1.835% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 4,124 | $631K | 0.1% | -36.9% | 0.037% | |
| 7/23/2025 | Dohj LLC | 93,113 | $14.26M | 3.8% | -50.9% | 0.828% | |
| 7/23/2025 | Valmark Advisers Inc. | 29,227 | $4.48M | 0.1% | -28.4% | 0.260% | |
| 7/23/2025 | Arcadia Investment Advisors LLC | 74,353 | $11.39M | 5.9% | +1.3% | 0.661% | |
| 7/23/2025 | Heck Capital Advisors LLC | 204,097 | $31.25M | 2.7% | +437.0% | 1.814% | |
| 7/22/2025 | DAVENPORT & Co LLC | 2,188 | $335K | 0.0% | N/A | 0.019% | |
| 7/22/2025 | Merit Financial Group LLC | 37,914 | $5.81M | 0.1% | -48.8% | 0.337% | |
| 7/22/2025 | Noble Family Wealth LLC | 25,277 | $3.87M | 0.9% | -4.6% | 0.225% | |
| 7/21/2025 | NTV Asset Management LLC | 1,785 | $273K | 0.0% | N/A | 0.016% | |
| 7/21/2025 | Jackson Wealth Management LLC | 2,546 | $390K | 0.0% | -6.2% | 0.023% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 5,659 | $867K | 0.1% | -2.8% | 0.050% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 21,072 | $3.23M | 0.4% | +23.6% | 0.187% | |
| 7/17/2025 | Fifth Third Securities Inc. | 6,564 | $1.01M | 0.1% | +7.0% | 0.058% | |
| 7/17/2025 | Avior Wealth Management LLC | 8,575 | $1.31M | 0.0% | -2.9% | 0.076% | |
| 7/16/2025 | Kendall Capital Management | 2,114 | $324K | 0.1% | -10.2% | 0.019% | |
| 7/16/2025 | GenWealth Group Inc. | 2,860 | $438K | 0.1% | -3.4% | 0.025% | |
| 7/15/2025 | McAdam LLC | 7,875 | $1.21M | 0.1% | +59.0% | 0.070% | |
| 7/15/2025 | Boyd Wealth Management LLC | 15,310 | $2.34M | 1.0% | +10.0% | 0.136% | |
| 7/14/2025 | Wooster Corthell Wealth Management Inc. | 8,331 | $1.28M | 0.2% | +21.9% | 0.074% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 8,773 | $1.34M | 0.1% | N/A | 0.078% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 13,855 | $2.15M | 0.0% | -35.4% | 0.123% | |
| 7/10/2025 | Capital Advisory Group Advisory Services LLC | 3,446 | $528K | 0.2% | -46.2% | 0.031% | |
| 7/10/2025 | Tompkins Financial Corp | 553,806 | $84.80M | 7.8% | -4.0% | 4.923% | |
| 7/10/2025 | Compton Wealth Advisory Group LLC | 12,897 | $1.98M | 0.5% | -19.7% | 0.115% | |
| 7/9/2025 | Breakwater Capital Group | 3,372 | $516K | 0.1% | N/A | 0.030% | |
| 7/9/2025 | Searcy Financial Services Inc. ADV | 179,041 | $27.42M | 11.1% | N/A | 1.591% | |
| 7/7/2025 | Investors Research Corp | 2,291 | $351K | 0.1% | +54.7% | 0.020% | |
| 7/7/2025 | TruWealth Advisors LLC | 1,453 | $222K | 0.0% | N/A | 0.013% | |
| 7/2/2025 | Crumly & Associates Inc. | 3,427 | $525K | 0.1% | N/A | 0.030% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 23,649 | $3.25M | 0.0% | -34.9% | 0.210% | |
| 6/18/2025 | Voya Investment Management LLC | 48,786 | $6.70M | 0.0% | +345.3% | 0.436% | |
| 5/21/2025 | McAdam LLC | 4,952 | $680K | 0.0% | +83.5% | 0.044% | |
| 5/20/2025 | Focus Partners Wealth | 3,376 | $464K | 0.0% | -16.4% | 0.030% | |
| 5/19/2025 | Jane Street Group LLC | 3,422 | $470K | 0.0% | -64.8% | 0.031% | |
| 5/19/2025 | SageView Advisory Group LLC | 48,074 | $6.61M | 0.3% | -43.3% | 0.431% | |
| 5/19/2025 | Legacy Advisory Services LLC | 14,435 | $1.98M | 1.7% | N/A | 0.129% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 23,649 | $3.25M | 0.0% | -34.9% | 0.212% | |
| 5/16/2025 | Jones Financial Companies Lllp | 12,653 | $1.74M | 0.0% | +4,501.1% | 0.113% | |
| 5/16/2025 | National Wealth Management Group LLC | 2,065 | $284K | 0.2% | +11.6% | 0.019% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 3,564 | $490K | 0.0% | -59.7% | 0.032% | |
| 5/15/2025 | Royal Bank of Canada | 151,688 | $20.84M | 0.0% | +12.8% | 1.360% | |
| 5/14/2025 | CreativeOne Wealth LLC | 12,349 | $1.70M | 0.1% | -2.7% | 0.111% | |
Musk’s Project Colossus could mint millionaires (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the September 1st funding windo |
| 5/14/2025 | PKS Advisory Services LLC | 5,030 | $691K | 0.2% | -2.9% | 0.045% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,356 | $4.45M | 0.0% | +41.0% | 0.290% | |
| 5/14/2025 | Kestra Advisory Services LLC | 28,493 | $3.92M | 0.0% | +22.1% | 0.256% | |
| 5/14/2025 | Ameriprise Financial Inc. | 349,613 | $48.10M | 0.0% | -5.1% | 3.136% | |
| 5/14/2025 | Capital Analysts LLC | 18,816 | $2.59M | 0.1% | +0.5% | 0.169% | |
| 5/14/2025 | Andina Capital Management LLC | 4,554 | $626K | 0.4% | -26.5% | 0.041% | |
| 5/13/2025 | George Kaiser Family Foundation | 90,755 | $12.47M | 1.8% | N/A | 0.814% | |
| 5/13/2025 | Cresset Asset Management LLC | 24,731 | $3.40M | 0.0% | +62.3% | 0.222% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,700 | $234K | 0.0% | N/A | 0.015% | |
| 5/13/2025 | Heck Capital Advisors LLC | 38,006 | $5.22M | 0.6% | +29.5% | 0.341% | |
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