8/1/2025 | Envestnet Asset Management Inc. | 22,290 | $1.06M | 0.0% | +40.7% | 1.115% | |
7/29/2025 | Stratos Wealth Advisors LLC | 5,115 | $242K | 0.0% | N/A | 0.256% | |
7/18/2025 | Truist Financial Corp | 42,195 | $2.00M | 0.0% | N/A | 2.099% | |
7/17/2025 | Mainsail Financial Group LLC | 91,088 | $4.31M | 2.0% | +4.7% | 4.532% | |
6/17/2025 | Howe & Rusling Inc. | 46,932 | $2.16M | 0.2% | +2.7% | 2.183% | |
5/16/2025 | Goldman Sachs Group Inc. | 40,282 | $1.85M | 0.0% | +32.2% | 1.839% | |
5/16/2025 | Jones Financial Companies Lllp | 2,789 | $128K | 0.0% | +231.6% | 0.130% | |
5/15/2025 | Royal Bank of Canada | 18,163 | $835K | 0.0% | +21.4% | 0.845% | |
5/13/2025 | Russell Investments Group Ltd. | 1,100 | $51K | 0.0% | N/A | 0.051% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,278 | $59K | 0.0% | +231.1% | 0.062% | |
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5/7/2025 | LPL Financial LLC | 116,703 | $5.37M | 0.0% | -9.2% | 5.665% | |
5/6/2025 | Cetera Investment Advisers | 6,771 | $311K | 0.0% | -10.8% | 0.329% | |
5/6/2025 | Wedbush Securities Inc. | 10,441 | $480K | 0.0% | -7.8% | 0.507% | |
4/29/2025 | Envestnet Asset Management Inc. | 15,845 | $728K | 0.0% | -16.1% | 0.769% | |
4/25/2025 | New Millennium Group LLC | 1,812 | $83K | 0.1% | N/A | 0.088% | |
4/15/2025 | Mainsail Financial Group LLC | 87,008 | $4M | 2.3% | +5.6% | 4.265% | |
2/17/2025 | Cetera Investment Advisers | 7,593 | $353K | 0.0% | -8.5% | 0.281% | |
2/17/2025 | Bank of America Corp DE | 64,078 | $2.98M | 0.0% | +7.2% | 2.373% | |
2/14/2025 | Prosperity Consulting Group LLC | 13,910 | $646K | 0.0% | +4.3% | 0.515% | |
2/14/2025 | Stifel Financial Corp | 4,685 | $218K | 0.0% | -4.3% | 0.174% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,878 | $87K | 0.0% | -73.9% | 0.070% | |
2/14/2025 | Transce3nd LLC | 786 | $37K | 0.0% | N/A | 0.029% | |
2/13/2025 | Raymond James Financial Inc. | 46,207 | $2.15M | 0.0% | N/A | 1.711% | |
2/13/2025 | Bank of Montreal Can | 1,719 | $80K | 0.0% | -43.8% | 0.064% | |
2/13/2025 | Envestnet Asset Management Inc. | 18,878 | $877K | 0.0% | +1.4% | 0.699% | |
2/13/2025 | Wedbush Securities Inc. | 11,319 | $526K | 0.0% | -10.0% | 0.419% | |
2/12/2025 | Howe & Rusling Inc. | 45,681 | $2.12M | 0.2% | -3.3% | 1.692% | |
2/11/2025 | LPL Financial LLC | 128,500 | $5.97M | 0.0% | +2.9% | 4.759% | |
2/10/2025 | Tocqueville Asset Management L.P. | 34,655 | $1.61M | 0.0% | N/A | 1.284% | |
2/10/2025 | Commonwealth Equity Services LLC | 14,928 | $694K | 0.0% | -4.6% | 0.553% | |
2/6/2025 | Raymond James Financial Inc. | 46,207 | $2.15M | 0.0% | N/A | 1.711% | |
2/6/2025 | Jones Financial Companies Lllp | 841 | $39K | 0.0% | +406.6% | 0.031% | |
2/5/2025 | Kovack Advisors Inc. | 4,836 | $225K | 0.0% | -51.5% | 0.179% | |
1/31/2025 | Martin & Co. Inc. TN | 28,768 | $1.34M | 0.3% | -4.8% | 1.065% | |
1/28/2025 | Mainsail Financial Group LLC | 82,375 | $3.83M | 2.2% | +4.1% | 3.051% | |
11/15/2024 | Stifel Financial Corp | 4,898 | $237K | 0.0% | -9.6% | 0.181% | |
11/12/2024 | Kingsview Wealth Management LLC | 140,126 | $6.78M | 0.1% | N/A | 5.190% | |
11/8/2024 | Howe & Rusling Inc. | 47,222 | $2.28M | 0.2% | +0.5% | 1.749% | |
10/22/2024 | Private Advisor Group LLC | 7,136 | $345K | 0.0% | -17.3% | 0.264% | |
10/22/2024 | Mainsail Financial Group LLC | 79,132 | $3.74M | 2.2% | +5.2% | 2.931% | |
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8/7/2024 | Wedbush Securities Inc. | 18,493 | $844K | 0.0% | -16.1% | 0.685% | |
7/31/2024 | Commonwealth Equity Services LLC | 20,984 | $958K | 0.0% | -44.2% | 0.777% | |
7/20/2024 | First Horizon Advisors Inc. | 3,124 | $143K | 0.0% | -22.5% | 0.116% | |
7/19/2024 | Raymond James & Associates | 33,691 | $1.54M | 0.0% | -3.6% | 1.248% | |
7/17/2024 | Westside Investment Management Inc. | 1,296 | $59K | 0.0% | N/A | 0.048% | |
7/16/2024 | Mainsail Financial Group LLC | 75,196 | $3.43M | 2.0% | +23.8% | 2.785% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,436 | $898K | 0.0% | -50.4% | 0.683% | |
5/1/2024 | Janney Montgomery Scott LLC | 4,185 | $204K | 0.0% | N/A | 0.155% | |
4/30/2024 | Private Advisor Group LLC | 10,319 | $503K | 0.0% | +7.7% | 0.382% | |
4/29/2024 | Commonwealth Equity Services LLC | 37,609 | $1.83M | 0.0% | -16.7% | 1.373% | |
4/19/2024 | Mainsail Financial Group LLC | 60,755 | $2.96M | 2.0% | +3.6% | 2.217% | |
2/7/2024 | Avantax Advisory Services Inc. | 37,177 | $1.71M | 0.0% | +49.8% | 0.624% | |
2/7/2024 | Principal Securities Inc. | 15,443 | $708K | 0.0% | N/A | 0.259% | |
2/6/2024 | Private Advisor Group LLC | 9,585 | $439K | 0.0% | -35.4% | 0.161% | |
2/6/2024 | Howe & Rusling Inc. | 51,237 | $2.35M | 0.2% | -2.8% | 0.860% | |
2/5/2024 | Kestra Private Wealth Services LLC | 8,219 | $377K | 0.0% | -15.9% | 0.138% | |
2/2/2024 | Truist Financial Corp | 5,503 | $252K | 0.0% | -89.4% | 0.092% | |
2/2/2024 | Kovack Advisors Inc. | 9,963 | $457K | 0.1% | -6.7% | 0.167% | |
1/24/2024 | International Assets Investment Management LLC | 2,017 | $92K | 0.0% | N/A | 0.034% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 1,087 | $49K | 0.0% | -57.8% | 0.018% | |
1/19/2024 | Mainsail Financial Group LLC | 58,630 | $2.66M | 2.1% | +7.1% | 0.984% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 17,319 | $794K | 0.0% | -64.9% | 0.291% | |
1/16/2024 | Raymond James & Associates | 37,742 | $1.73M | 0.0% | -55.3% | 0.633% | |
1/16/2024 | Valicenti Advisory Services Inc. | 6,050 | $277K | 0.1% | N/A | 0.102% | |
11/14/2023 | Tower Research Capital LLC TRC | 28,592 | $1.21M | 0.0% | +147.8% | 0.480% | |
11/13/2023 | LPL Financial LLC | 257,405 | $10.90M | 0.0% | -8.0% | 4.319% | |
11/9/2023 | DB Wealth Management Group LLC | 638 | $27K | 0.0% | -76.8% | 0.011% | |
11/9/2023 | UBS Group AG | 154,424 | $6.54M | 0.0% | -42.8% | 2.591% | |
11/9/2023 | Howe & Rusling Inc. | 52,692 | $2.23M | 0.3% | +0.9% | 0.884% | |
11/8/2023 | HighTower Advisors LLC | 492,916 | $20.88M | 0.0% | +2.7% | 8.270% | |
11/8/2023 | Atria Wealth Solutions Inc. | 5,952 | $252K | 0.0% | -37.7% | 0.100% | |
11/8/2023 | Oppenheimer & Co. Inc. | 44,508 | $1.89M | 0.0% | -1.2% | 0.747% | |
11/4/2023 | NBC Securities Inc. | 620 | $26K | 0.0% | N/A | 0.010% | |
11/3/2023 | Private Advisor Group LLC | 14,838 | $629K | 0.0% | -28.6% | 0.249% | |
11/1/2023 | Nilsine Partners LLC | 27,814 | $1.18M | 0.2% | +2.1% | 0.467% | |
10/30/2023 | Mainsail Financial Group LLC | 54,759 | $2.30M | 2.1% | +7.8% | 0.919% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 49,282 | $2.09M | 0.0% | -51.0% | 0.827% | |
10/24/2023 | Raymond James & Associates | 84,444 | $3.58M | 0.0% | -8.9% | 1.417% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 39,822 | $1.69M | 0.0% | -41.5% | 0.668% | |
10/23/2023 | Commonwealth Equity Services LLC | 51,188 | $2.17M | 0.0% | -12.0% | 0.859% | |
10/17/2023 | Flagship Harbor Advisors LLC | 332,730 | $14.09M | 1.2% | N/A | 5.583% | |
10/11/2023 | CWM LLC | 904 | $38K | 0.0% | -29.4% | 0.015% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 2,576 | $109K | 0.0% | N/A | 0.043% | |
8/15/2023 | Hilltop Holdings Inc. | 62,959 | $2.86M | 0.3% | N/A | 1.056% | |
8/14/2023 | Howe & Rusling Inc. | 52,217 | $2.37M | 0.3% | -1.4% | 0.876% | |
8/10/2023 | Osaic Holdings Inc. | 63,892 | $2.90M | 0.0% | -14.8% | 1.072% | |
8/10/2023 | Martin & Co. Inc. TN | 43,354 | $1.97M | 0.5% | -4.1% | 0.727% | |
8/10/2023 | Commonwealth Equity Services LLC | 58,182 | $2.64M | 0.0% | -10.8% | 0.976% | |
8/10/2023 | Private Advisor Group LLC | 20,790 | $945K | 0.0% | -13.8% | 0.349% | |
8/10/2023 | Cetera Investment Advisers | 4,659 | $212K | 0.0% | -12.9% | 0.078% | |
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While the world celebrates Bitcoin becoming 2025’s top-performing asset, smart hedge funds are accumulating elsewhere.
During the upcoming Crypto Hedge Fund Summit, you'll discover exactly which coins they’ve loaded up on before this historic vote. Click here to claim your free seat! |
8/9/2023 | Flow Traders U.S. LLC | 23,143 | $1.05M | 0.0% | +181.8% | 0.388% | |
8/8/2023 | Kestra Private Wealth Services LLC | 9,917 | $451K | 0.0% | N/A | 0.166% | |
8/8/2023 | Prospera Financial Services Inc | 17,567 | $799K | 0.0% | +12.2% | 0.295% | |
8/3/2023 | Atria Wealth Solutions Inc. | 9,558 | $434K | 0.0% | -38.2% | 0.160% | |
8/3/2023 | CWM LLC | 1,280 | $58K | 0.0% | +41.7% | 0.021% | |
8/3/2023 | Oppenheimer & Co. Inc. | 45,068 | $2.05M | 0.0% | +42.6% | 0.756% | |
8/2/2023 | Bank of Montreal Can | 4,616 | $217K | 0.0% | N/A | 0.065% | |
8/1/2023 | Money Concepts Capital Corp | 31,545 | $1.43M | 0.1% | -85.4% | 0.443% | |
7/31/2023 | LPL Financial LLC | 279,823 | $12.72M | 0.0% | -3.0% | 3.930% | |
7/27/2023 | Western Financial Corp CA | 6,594 | $300K | 0.2% | -4.6% | 0.093% | |