| 2/17/2025 | Cetera Investment Advisers | 234,303 | $4.69M | 0.0% | +200.6% | 2.633% | |
| 2/17/2025 | Citadel Advisors LLC | 79,122 | $1.58M | 0.0% | N/A | 0.889% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 2,680 | $54K | 0.0% | +115.6% | 0.030% | |
| 2/14/2025 | Jane Street Group LLC | 134,739 | $2.70M | 0.0% | +325.9% | 1.514% | |
| 2/14/2025 | Freedom Investment Management Inc. | 14,937 | $299K | 0.0% | -11.3% | 0.168% | |
| 2/13/2025 | NewEdge Advisors LLC | 166,303 | $3.33M | 0.0% | -14.6% | 1.869% | |
| 2/13/2025 | LaSalle St. Investment Advisors LLC | 65,014 | $1.30M | 0.4% | -1.8% | 0.730% | |
| 2/13/2025 | Raymond James Financial Inc. | 308,328 | $6.17M | 0.0% | N/A | 3.464% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 41,206 | $824K | 0.0% | -30.2% | 0.463% | |
| 2/13/2025 | Wells Fargo & Company MN | 268,866 | $5.38M | 0.0% | +11.3% | 3.021% | |
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| 2/12/2025 | Morey & Quinn Wealth Partners LLC | 13,309 | $266K | 0.2% | N/A | 0.150% | |
| 2/11/2025 | LPL Financial LLC | 481,218 | $9.62M | 0.0% | -9.7% | 5.407% | |
| 2/10/2025 | Creative Financial Designs Inc. ADV | 232,631 | $4.65M | 0.4% | +11.6% | 2.614% | |
| 2/10/2025 | Harbour Investments Inc. | 6,436 | $129K | 0.0% | -21.8% | 0.072% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 41,816 | $836K | 0.0% | -18.5% | 0.470% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 50,653 | $1.01M | 0.0% | -13.3% | 0.569% | |
| 2/7/2025 | PFG Advisors | 10,077 | $202K | 0.0% | -33.5% | 0.113% | |
| 2/7/2025 | Inspire Advisors LLC | 443,946 | $8.88M | 1.1% | +47.7% | 4.988% | |
| 2/6/2025 | Raymond James Financial Inc. | 308,328 | $6.17M | 0.0% | N/A | 3.464% | |
| 2/6/2025 | Atria Investments Inc | 248,073 | $4.96M | 0.1% | +4.9% | 2.787% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 36,489 | $730K | 0.0% | +482.5% | 0.410% | |
| 2/3/2025 | Concurrent Investment Advisors LLC | 25,607 | $512K | 0.0% | -2.7% | 0.288% | |
| 2/3/2025 | Private Advisor Group LLC | 35,674 | $713K | 0.0% | +1.6% | 0.401% | |
| 1/31/2025 | Global Retirement Partners LLC | 1,451 | $29K | 0.0% | -65.0% | 0.016% | |
| 1/31/2025 | Sanctuary Advisors LLC | 214,254 | $4.33M | 0.0% | +2.1% | 2.407% | |
| 1/30/2025 | Csenge Advisory Group | 31,241 | $625K | 0.0% | -93.5% | 0.351% | |
| 1/30/2025 | Allworth Financial LP | 1,462 | $30K | 0.0% | N/A | 0.016% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 27,445 | $549K | 0.0% | -13.9% | 0.308% | |
| 1/24/2025 | OFC Financial Planning LLC | 35,043 | $701K | 0.7% | N/A | 0.394% | |
| 1/24/2025 | ODonnell Financial Services LLC | 207,257 | $4.17M | 1.8% | -10.3% | 2.329% | |
| 1/22/2025 | Perigon Wealth Management LLC | 42,089 | $850K | 0.0% | +1.5% | 0.473% | |
| 1/22/2025 | Pacer Advisors Inc. | 534,535 | $10.69M | 0.0% | +7.9% | 6.006% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 20,038 | $401K | 0.0% | +42.3% | 0.225% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 32,376 | $648K | 0.0% | -8.4% | 0.364% | |
| 1/10/2025 | ORG Wealth Partners LLC | 46,869 | $937K | 0.3% | +4.1% | 0.527% | |
| 1/10/2025 | ORG Partners LLC | 28,534 | $571K | 0.1% | +34.5% | 0.321% | |
| 11/25/2024 | Sanctuary Advisors LLC | 209,872 | $4.24M | 0.0% | +13.4% | 2.358% | |
| 11/15/2024 | Jane Street Group LLC | 31,635 | $653K | 0.0% | -88.9% | 0.355% | |
| 11/15/2024 | Stifel Financial Corp | 25,666 | $529K | 0.0% | +28.7% | 0.288% | |
| 11/13/2024 | Freedom Investment Management Inc. | 16,846 | $348K | 0.0% | +68.8% | 0.189% | |
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| 11/12/2024 | Pacer Advisors Inc. | 495,586 | $10.22M | 0.0% | +2.5% | 5.568% | |
| 11/4/2024 | Axxcess Wealth Management LLC | 12,606 | $260K | 0.0% | -9.4% | 0.142% | |
| 11/1/2024 | Atria Investments Inc | 236,432 | $4.88M | 0.1% | +3.3% | 2.657% | |
| 10/28/2024 | Creative Financial Designs Inc. ADV | 208,486 | $4.30M | 0.4% | +2.7% | 2.343% | |
| 10/25/2024 | Valmark Advisers Inc. | 10,837 | $224K | 0.0% | N/A | 0.122% | |
| 10/24/2024 | J.W. Cole Advisors Inc. | 11,609 | $239K | 0.0% | -29.4% | 0.130% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 30,900 | $637K | 0.0% | -74.9% | 0.347% | |
| 10/22/2024 | Private Advisor Group LLC | 35,105 | $724K | 0.0% | -4.1% | 0.394% | |
| 10/22/2024 | ODonnell Financial Services LLC | 231,040 | $4.77M | 1.9% | -18.3% | 2.596% | |
| 10/17/2024 | Inspire Advisors LLC | 300,523 | $6.20M | 0.8% | N/A | 3.377% | |
| 10/11/2024 | ORG Partners LLC | 21,207 | $438K | 0.1% | -73.4% | 0.238% | |
| 10/11/2024 | ORG Wealth Partners LLC | 45,033 | $929K | 0.3% | N/A | 0.506% | |
| 10/8/2024 | City Center Advisors LLC | 29,993 | $619K | 0.7% | +6.3% | 0.337% | |
| 9/5/2024 | Sanctuary Advisors LLC | 185,012 | $3.70M | 0.0% | N/A | 2.079% | |
| 8/22/2024 | Cetera Investment Advisers | 73,148 | $1.47M | 0.0% | -2.3% | 0.822% | |
| 8/16/2024 | NewEdge Advisors LLC | 172,759 | $3.47M | 0.0% | +8.2% | 1.941% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 175,950 | $3.54M | 0.1% | +0.7% | 1.977% | |
| 8/13/2024 | Pacer Advisors Inc. | 483,486 | $9.72M | 0.0% | +0.1% | 5.432% | |
| 8/9/2024 | Financial Perspectives Inc | 3,172 | $64K | 0.0% | -17.1% | 0.036% | |
| 8/8/2024 | J.W. Cole Advisors Inc. | 16,434 | $330K | 0.0% | -34.2% | 0.185% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 94,837 | $1.91M | 0.0% | -21.5% | 1.066% | |
| 8/5/2024 | Private Advisor Group LLC | 36,620 | $736K | 0.0% | -2.3% | 0.411% | |
| 7/31/2024 | Aptus Capital Advisors LLC | 1,290 | $26K | 0.0% | -27.5% | 0.014% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 46,021 | $925K | 0.0% | -2.6% | 0.517% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 26,307 | $529K | 0.0% | N/A | 0.296% | |
| 7/30/2024 | ODonnell Financial Services LLC | 282,907 | $5.69M | 2.5% | +13.3% | 3.179% | |
| 7/30/2024 | International Assets Investment Management LLC | 7,909 | $159K | 0.0% | N/A | 0.089% | |
| 7/26/2024 | WealthShield Partners LLC | 2,439 | $49K | 0.0% | -24.3% | 0.027% | |
| 7/26/2024 | Harbour Investments Inc. | 10,423 | $210K | 0.0% | -27.5% | 0.117% | |
| 7/19/2024 | Raymond James & Associates | 120,715 | $2.43M | 0.0% | -16.4% | 1.356% | |
| 7/16/2024 | ORG Partners LLC | 79,585 | $1.60M | 0.2% | N/A | 0.894% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 123,348 | $2.48M | 0.0% | -15.6% | 1.386% | |
| 7/10/2024 | Csenge Advisory Group | 506,014 | $10.17M | 0.6% | -11.0% | 5.686% | |
| 7/9/2024 | Kingswood Wealth Advisors LLC | 15,958 | $321K | 0.0% | N/A | 0.179% | |
| 5/24/2024 | Cetera Advisors LLC | 44,375 | $905K | 0.0% | +1.7% | 0.499% | |
| 5/21/2024 | Atria Investments Inc | 229,418 | $4.68M | 0.1% | +10.9% | 2.578% | |
| 5/16/2024 | Jane Street Group LLC | 255,666 | $5.21M | 0.0% | -42.9% | 2.873% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 14,280 | $291K | 0.0% | -12.5% | 0.160% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 168,185 | $3.43M | 0.0% | -0.4% | 1.890% | |
| 5/7/2024 | PFG Advisors | 49,002 | $999K | 0.1% | +6.9% | 0.551% | |
| 5/4/2024 | Csenge Advisory Group | 568,394 | $11.59M | 0.6% | -4.6% | 6.386% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 174,765 | $3.47M | 2.9% | +1.6% | 1.964% | |
| 4/30/2024 | Private Advisor Group LLC | 37,487 | $765K | 0.0% | N/A | 0.421% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 24,993 | $510K | 0.0% | -22.1% | 0.281% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 47,228 | $963K | 0.0% | -30.1% | 0.531% | |
| 4/23/2024 | Clarus Group Inc. | 100,665 | $2.05M | 1.4% | -6.6% | 1.131% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 254,792 | $5.20M | 0.0% | -5.5% | 2.863% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 14,280 | $289K | 0.0% | -12.5% | 0.160% | |
| 3/1/2024 | Creekmur Asset Management LLC | 1,807 | $37K | 0.0% | N/A | 0.018% | |
| 2/7/2024 | Avantax Advisory Services Inc. | 168,833 | $3.46M | 0.0% | +115.6% | 1.705% | |
Do this Before Elon’s Reveal on March 17th (Ad) Elon’s newest tech could pay you an extra $30,000 a year — while you sleep.
It’s smaller than a quarter but designed to power a $9 trillion AI revolution.
And I’ve identified a little-known supplier Elon is depending on to make it all happen. I urge you to watch this video now. |
| 2/6/2024 | Axxcess Wealth Management LLC | 16,320 | $334K | 0.0% | -61.7% | 0.165% | |
| 2/2/2024 | ODonnell Financial Services LLC | 231,899 | $4.75M | 2.4% | N/A | 2.342% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 9,943 | $205K | 0.0% | N/A | 0.100% | |
| 2/2/2024 | Magnolia Capital Advisors LLC | 172,015 | $3.51M | 2.6% | N/A | 1.738% | |
| 1/31/2024 | J.W. Cole Advisors Inc. | 32,064 | $656K | 0.0% | -10.1% | 0.324% | |
| 1/30/2024 | Imprint Wealth LLC | 32,665 | $674K | 0.5% | +3.2% | 0.330% | |
| 1/29/2024 | ORG Partners LLC | 67,720 | $1.39M | 0.2% | +263.8% | 0.684% | |
| 1/29/2024 | Clarus Group Inc. | 107,779 | $2.21M | 1.7% | +119.8% | 1.089% | |
| 1/25/2024 | International Assets Investment Management LLC | 66,969 | $1.37M | 0.0% | +0.9% | 0.676% | |
| 1/24/2024 | International Assets Investment Management LLC | 66,969 | $1.37M | 0.0% | +0.9% | 0.676% | |
