| 11/18/2024 | Sunbelt Securities Inc. | 16,889 | $794K | 0.1% | -33.7% | 0.069% | |
| 11/15/2024 | IHT Wealth Management LLC | 22,895 | $1.10M | 0.0% | +3.9% | 0.093% | |
| 11/14/2024 | CreativeOne Wealth LLC | 11,199 | $526K | 0.0% | N/A | 0.046% | |
| 11/13/2024 | BNP Paribas Financial Markets | 343,280 | $16.13M | 0.0% | -11.7% | 1.401% | |
| 11/12/2024 | Great Valley Advisor Group Inc. | 5,945 | $279K | 0.0% | -6.3% | 0.024% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 732,705 | $34.43M | 0.4% | +2.7% | 2.991% | |
|
| 11/5/2024 | Harbour Investments Inc. | 4,374 | $206K | 0.0% | +5.8% | 0.018% | |
| 10/30/2024 | Rational Advisors LLC | 1,177,860 | $55.35M | 5.3% | -7.7% | 4.808% | |
| 10/25/2024 | Financial Advocates Investment Management | 24,926 | $1.17M | 0.1% | +3.0% | 0.102% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 421,715 | $19.82M | 0.0% | +12.8% | 1.721% | |
| 10/23/2024 | Leading Edge Financial Planning LLC | 37,397 | $1.76M | 0.6% | -4.4% | 0.153% | |
| 10/22/2024 | Private Advisor Group LLC | 85,712 | $4.03M | 0.0% | -8.2% | 0.350% | |
| 10/22/2024 | Ndwm LLC | 15,042 | $707K | 0.6% | -80.9% | 0.061% | |
| 10/22/2024 | Sierra Capital LLC | 34,777 | $1.63M | 0.2% | N/A | 0.142% | |
| 10/21/2024 | WJ Interests LLC | 851,861 | $40.03M | 17.6% | -5.3% | 3.477% | |
| 10/19/2024 | ACT Advisors LLC. | 17,327 | $814K | 0.4% | -2.1% | 0.071% | |
| 10/18/2024 | Accurate Wealth Management LLC | 93,150 | $4.38M | 0.9% | +59.9% | 0.380% | |
| 10/16/2024 | Halbert Hargrove Global Advisors LLC | 6,113,051 | $287.25M | 15.8% | +0.3% | 24.951% | |
| 10/16/2024 | Safeguard Financial LLC | 12,585 | $591K | 0.1% | +9.1% | 0.051% | |
| 10/10/2024 | Professional Financial Advisors LLC | 429,492 | $20.18M | 5.2% | -1.9% | 1.753% | |
| 10/9/2024 | Fermata Advisors LLC | 98,372 | $4.62M | 0.9% | +1.0% | 0.402% | |
| 10/9/2024 | Morton Capital Management LLC CA | 32,518 | $1.53M | 0.3% | N/A | 0.133% | |
| 10/8/2024 | CWM LLC | 1,135,125 | $53.34M | 0.2% | +7.8% | 4.633% | |
| 10/8/2024 | Insight Wealth Strategies LLC | 28,791 | $1.35M | 0.2% | -1.5% | 0.118% | |
| 8/22/2024 | Cetera Investment Advisers | 558,644 | $24.53M | 0.1% | +4.5% | 2.280% | |
| 8/16/2024 | Sunbelt Securities Inc. | 25,464 | $1.12M | 0.1% | -3.1% | 0.104% | |
| 8/15/2024 | AQR Capital Management LLC | 174,481 | $7.66M | 0.0% | +24.0% | 0.712% | |
| 8/13/2024 | AE Wealth Management LLC | 13,941 | $612K | 0.0% | -6.6% | 0.057% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 9,491 | $417K | 0.0% | -12.3% | 0.039% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 62,648 | $2.75M | 0.0% | -20.2% | 0.256% | |
| 8/6/2024 | Ausdal Financial Partners Inc. | 22,273 | $978K | 0.1% | N/A | 0.091% | |
| 8/2/2024 | Belpointe Asset Management LLC | 36,546 | $1.61M | 0.1% | -6.0% | 0.149% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 114,529 | $5.03M | 0.0% | -47.6% | 0.467% | |
| 7/29/2024 | Financial Advocates Investment Management | 24,209 | $1.06M | 0.1% | +3.7% | 0.099% | |
| 7/26/2024 | Harbour Investments Inc. | 4,134 | $182K | 0.0% | +5.9% | 0.017% | |
| 7/26/2024 | Rational Advisors LLC | 1,275,588 | $56.01M | 5.5% | +1.5% | 5.206% | |
| 7/24/2024 | ACT Advisors LLC. | 17,700 | $777K | 0.4% | -3.6% | 0.072% | |
| 7/19/2024 | Western Wealth Management LLC | 13,670 | $600K | 0.0% | -2.7% | 0.056% | |
| 7/18/2024 | Professional Financial Advisors LLC | 437,765 | $19.22M | 5.3% | +2.6% | 1.787% | |
| 7/16/2024 | RHS Financial LLC | 58,386 | $2.56M | 1.6% | -6.1% | 0.238% | |
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| 7/16/2024 | ORBA Wealth Advisors L.L.C. | 76,195 | $3.35M | 1.7% | -4.4% | 0.311% | |
| 7/16/2024 | Great Valley Advisor Group Inc. | 6,345 | $279K | 0.0% | N/A | 0.026% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 373,849 | $16.42M | 0.0% | +5.3% | 1.526% | |
| 7/16/2024 | WJ Interests LLC | 899,465 | $39.50M | 19.7% | +2.9% | 3.671% | |
| 7/16/2024 | Wedmont Private Capital | 10,054 | $456K | 0.0% | N/A | 0.041% | |
| 7/13/2024 | Fermata Advisors LLC | 97,436 | $4.28M | 1.0% | -0.8% | 0.398% | |
| 7/10/2024 | CWM LLC | 1,053,257 | $46.25M | 0.2% | +4.2% | 4.299% | |
| 7/8/2024 | Insight Wealth Strategies LLC | 29,227 | $1.28M | 0.2% | +2.3% | 0.119% | |
| 5/24/2024 | Cetera Advisor Networks LLC | 517,746 | $21.86M | 0.1% | +4.5% | 2.113% | |
| 5/24/2024 | Cetera Advisors LLC | 16,679 | $704K | 0.0% | +201.7% | 0.068% | |
| 5/24/2024 | Cetera Investment Advisers | 534,425 | $22.57M | 0.1% | +4,175.4% | 2.181% | |
| 5/16/2024 | Innova Wealth Partners | 23,032 | $973K | 0.8% | +19.8% | 0.094% | |
| 5/14/2024 | Toronto Dominion Bank | 144,000 | $6.08M | 0.0% | -68.5% | 0.588% | |
| 5/10/2024 | Osaic Holdings Inc. | 802,584 | $33.89M | 0.1% | -1.6% | 3.276% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 24,098 | $1.02M | 0.0% | -32.7% | 0.098% | |
| 5/1/2024 | BNP Paribas Financial Markets | 268,975 | $11.36M | 0.0% | +224.0% | 1.098% | |
| 5/1/2024 | ORBA Wealth Advisors L.L.C. | 79,667 | $3.36M | 1.9% | -5.9% | 0.325% | |
| 4/30/2024 | Private Advisor Group LLC | 93,562 | $3.95M | 0.0% | -49.0% | 0.382% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 10,818 | $457K | 0.0% | N/A | 0.044% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 218,755 | $9.24M | 0.0% | +2.0% | 0.893% | |
| 4/25/2024 | Professional Financial Advisors LLC | 426,819 | $18.03M | 5.2% | +110.8% | 1.767% | |
| 4/23/2024 | Rational Advisors LLC | 1,256,568 | $53.07M | 4.9% | N/A | 5.203% | |
| 4/23/2024 | KLR Investment Advisors LLC | 52,794 | $2.12M | 1.5% | -15.6% | 0.219% | |
| 4/22/2024 | New Perspectives Inc | 6,668 | $282K | 0.2% | N/A | 0.028% | |
| 4/19/2024 | Ndwm LLC | 79,027 | $3.34M | 3.0% | +0.8% | 0.327% | |
| 4/18/2024 | RHS Financial LLC | 62,178 | $2.63M | 1.5% | -7.3% | 0.257% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 355,102 | $15.00M | 0.0% | +5.0% | 1.470% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 875,335 | $36.97M | 1.2% | +25.7% | 3.625% | |
| 4/15/2024 | Sunbelt Securities Inc. | 26,269 | $1.11M | 0.1% | -9.2% | 0.109% | |
| 4/12/2024 | Fermata Advisors LLC | 98,174 | $4.15M | 0.9% | +1.3% | 0.407% | |
| 4/10/2024 | WJ Interests LLC | 873,778 | $36.90M | 19.5% | +2.7% | 3.774% | |
| 4/5/2024 | Insight Wealth Strategies LLC | 28,557 | $1.21M | 0.2% | -2.5% | 0.123% | |
| 2/13/2024 | Cibc World Markets Corp | 16,095 | $633K | 0.0% | +5.0% | 0.070% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 495,324 | $19.47M | 0.1% | +4.4% | 2.140% | |
| 2/13/2024 | Belpointe Asset Management LLC | 31,272 | $1.23M | 0.1% | N/A | 0.135% | |
| 2/12/2024 | ORBA Wealth Advisors L.L.C. | 84,676 | $3.33M | 2.0% | N/A | 0.366% | |
| 2/12/2024 | Ndwm LLC | 78,406 | $3.08M | 3.0% | N/A | 0.339% | |
| 2/8/2024 | Financial Advocates Investment Management | 22,534 | $886K | 0.1% | +12.7% | 0.097% | |
| 2/8/2024 | KLR Investment Advisors LLC | 62,532 | $2.46M | 1.8% | -5.0% | 0.270% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 35,788 | $1.41M | 0.0% | +6.7% | 0.155% | |
| 2/8/2024 | Innova Wealth Partners | 19,233 | $756K | 0.7% | -3.0% | 0.083% | |
| 2/7/2024 | BNP Paribas Financial Markets | 83,017 | $3.26M | 0.0% | -15.2% | 0.359% | |
| 2/6/2024 | Private Advisor Group LLC | 183,434 | $7.21M | 0.1% | +12.2% | 0.792% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 696,152 | $27.36M | 1.1% | +3.3% | 3.007% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 27,732 | $1.09M | 0.0% | +10.8% | 0.120% | |
| 2/1/2024 | CWM LLC | 940,147 | $36.95M | 0.2% | +23.2% | 4.061% | |
| 1/30/2024 | Safeguard Financial LLC | 11,478 | $451K | 0.2% | +3.3% | 0.050% | |
| 1/30/2024 | ACT Advisors LLC. | 18,006 | $708K | 0.4% | +14.9% | 0.078% | |
| 1/29/2024 | Perigon Wealth Management LLC | 5,650 | $222K | 0.0% | N/A | 0.024% | |
| 1/24/2024 | Halbert Hargrove Global Advisors LLC | 5,993,426 | $235.54M | 16.2% | -0.7% | 25.890% | |
Man behind OpenAI makes shocking new bet (Ad) Billionaire Sam Altman has become one of the most powerful men in the world by running OpenAI…
But there’s a far lesser known investment he’s making that could put OpenAI to shame.
In fact this Sam Altman-backed company could actually become a crucial partner for OpenAI…
And the US Military… not to mention hundreds of other giant companies around the globe.
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| 1/24/2024 | Private Trust Co. NA | 4,811 | $189K | 0.0% | +13.3% | 0.021% | |
| 1/23/2024 | Venturi Wealth Management LLC | 24,000 | $943K | 0.1% | N/A | 0.104% | |
| 1/18/2024 | RHS Financial LLC | 67,093 | $2.64M | 1.7% | -7.9% | 0.290% | |
| 1/18/2024 | Professional Financial Advisors LLC | 202,439 | $7.96M | 2.6% | +13.8% | 0.874% | |
| 1/17/2024 | WJ Interests LLC | 850,491 | $33.42M | 21.1% | +0.2% | 3.674% | |
| 1/12/2024 | Insight Wealth Strategies LLC | 29,292 | $1.15M | 0.2% | +4.7% | 0.127% | |
| 12/11/2023 | Sunbelt Securities Inc. | 35,286 | $1.23M | 0.2% | -11.7% | 0.152% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 103,213 | $3.61M | 0.1% | -2.0% | 0.446% | |
| 11/13/2023 | LPL Financial LLC | 286,293 | $10.01M | 0.0% | +7.1% | 1.237% | |
| 11/13/2023 | Envestnet Asset Management Inc. | 93,324 | $3.26M | 0.0% | -5.7% | 0.403% | |
