| 8/6/2025 | Souders Financial Advisors | 17,174 | $470K | 0.1% | -48.9% | 0.039% | |
| 8/5/2025 | Magnolia Capital Advisors LLC | 192,015 | $5.25M | 1.3% | +40.9% | 0.440% | |
| 8/1/2025 | Redwood Park Advisors LLC | 5,773 | $158K | 0.1% | +79.0% | 0.013% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 14,967 | $409K | 0.0% | +28.4% | 0.034% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 12,016 | $329K | 0.0% | +5.1% | 0.028% | |
| 7/31/2025 | CAP Partners LLC | 36,141 | $988K | 0.6% | +62.1% | 0.083% | |
| 7/30/2025 | Exencial Wealth Advisors LLC | 78,679 | $2.15M | 0.1% | -6.2% | 0.180% | |
| 7/30/2025 | OMC Financial Services LTD | 93,405 | $2.56M | 1.0% | N/A | 0.214% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 38,089 | $1.04M | 0.0% | +3.4% | 0.087% | |
| 7/29/2025 | BXM Wealth LLC | 7,385 | $202K | 0.2% | N/A | 0.017% | |
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| 7/28/2025 | Mutual Advisors LLC | 160,971 | $4.44M | 0.1% | +4.9% | 0.369% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 31,238 | $864K | 0.2% | +215.2% | 0.072% | |
| 7/25/2025 | CWM LLC | 964 | $26K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 34,620 | $947K | 0.1% | -12.0% | 0.079% | |
| 7/25/2025 | IRON Financial LLC | 246,270 | $6.74M | 3.5% | +3.1% | 0.565% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 152,959 | $4.18M | 0.1% | +10.0% | 0.351% | |
| 7/23/2025 | First Merchants Corp | 97,014 | $2.65M | 0.1% | -41.2% | 0.223% | |
| 7/22/2025 | D.B. Root & Company LLC | 14,371 | $393K | 0.1% | N/A | 0.033% | |
| 7/22/2025 | Carolina Wealth Advisors LLC | 1,086 | $30K | 0.0% | N/A | 0.002% | |
| 7/22/2025 | Noble Family Wealth LLC | 79,540 | $2.18M | 0.5% | +1.9% | 0.182% | |
| 7/21/2025 | Keystone Financial Group Inc. | 21,794 | $593K | 0.4% | -27.6% | 0.050% | |
| 7/21/2025 | Asset Advisors Investment Management LLC | 17,446 | $477K | 0.0% | -92.7% | 0.040% | |
| 7/21/2025 | Red Mountain Financial LLC | 109,875 | $3.01M | 3.8% | -13.6% | 0.252% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 12,360 | $338K | 0.0% | +4.2% | 0.028% | |
| 7/17/2025 | Charles Schwab Trust Co | 289,111 | $7.91M | 0.6% | +31.1% | 0.663% | |
| 7/16/2025 | Embree Financial Group | 45,544 | $1.25M | 0.2% | -0.9% | 0.104% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 2,035 | $56K | 0.0% | -52.6% | 0.005% | |
| 7/15/2025 | LeConte Wealth Management LLC | 294,602 | $8.06M | 5.5% | -28.6% | 0.676% | |
| 7/15/2025 | Hidden Cove Wealth Management LLC | 11,962 | $327K | 0.2% | N/A | 0.027% | |
| 7/14/2025 | Seek First Inc. | 44,365 | $1.21M | 1.0% | +2.7% | 0.102% | |
| 7/11/2025 | Wolfstich Capital LLC | 71,217 | $1.95M | 4.2% | -12.4% | 0.163% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,168 | $32K | 0.0% | N/A | 0.003% | |
| 7/11/2025 | Myecfo LLC | 22,639 | $619K | 0.3% | -6.7% | 0.052% | |
| 7/11/2025 | LongView Wealth Management | 166,623 | $4.56M | 1.4% | +6.3% | 0.382% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 67,506 | $1.86M | 0.0% | +6.2% | 0.155% | |
| 7/10/2025 | Wedmont Private Capital | 39,549 | $1.09M | 0.0% | +3.2% | 0.091% | |
| 7/9/2025 | Breakwater Investment Management | 1,463 | $40K | 0.0% | +37.5% | 0.003% | |
| 7/9/2025 | Bruce G. Allen Investments LLC | 10,580 | $289K | 0.2% | +13.9% | 0.024% | |
| 7/9/2025 | Fiduciary Alliance LLC | 67,536 | $1.85M | 0.1% | N/A | 0.155% | |
| 7/8/2025 | Parallel Advisors LLC | 15,428 | $422K | 0.0% | +2.9% | 0.036% | |
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| 6/2/2025 | Modern Wealth Management LLC | 147,635 | $3.75M | 0.1% | +6.2% | 0.362% | |
| 5/19/2025 | Jane Street Group LLC | 124,027 | $3.15M | 0.0% | -62.7% | 0.325% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 38,651 | $981K | 0.4% | -5.0% | 0.101% | |
| 5/15/2025 | Royal Bank of Canada | 88,377 | $2.24M | 0.0% | +913.5% | 0.231% | |
| 5/15/2025 | MAI Capital Management | 130,292 | $3.31M | 0.0% | -9.3% | 0.341% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 21,019 | $533K | 0.1% | -5.1% | 0.055% | |
| 5/14/2025 | Wolfstich Capital LLC | 64,353 | $1.63M | 0.1% | -20.9% | 0.168% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 5,906 | $150K | 0.0% | -55.6% | 0.015% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 100,514 | $2.55M | 0.0% | +8.7% | 0.263% | |
| 5/14/2025 | Flow Traders U.S. LLC | 101,985 | $2.59M | 0.1% | N/A | 0.267% | |
| 5/14/2025 | Asset Management Group Inc. | 8,139 | $207K | 0.0% | N/A | 0.021% | |
| 5/14/2025 | Tradition Wealth Management LLC | 13,664 | $347K | 0.0% | +7.8% | 0.036% | |
| 5/13/2025 | Seek First Inc. | 43,190 | $1.10M | 1.0% | N/A | 0.113% | |
| 5/13/2025 | LeConte Wealth Management LLC | 412,593 | $10.47M | 6.7% | N/A | 1.080% | |
| 5/13/2025 | Cowa LLC | 15,868 | $403K | 0.2% | -53.7% | 0.042% | |
| 5/13/2025 | Cresset Asset Management LLC | 3,173,277 | $80.54M | 0.4% | +68.6% | 8.307% | |
| 5/13/2025 | HighTower Advisors LLC | 483,556 | $12.27M | 0.0% | +1,068.3% | 1.266% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 70,946 | $1.80M | 0.2% | -64.5% | 0.186% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 83,836 | $2.13M | 0.1% | -2.4% | 0.219% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 4,292 | $109K | 0.0% | -86.9% | 0.011% | |
| 5/8/2025 | ProVise Management Group LLC | 31,446 | $798K | 0.1% | -2.8% | 0.086% | |
| 5/8/2025 | Collaborative Wealth Managment Inc. | 14,620 | $371K | 0.2% | +5.6% | 0.040% | |
| 5/8/2025 | CAP Partners LLC | 22,302 | $566K | 0.4% | -2.5% | 0.061% | |
| 5/7/2025 | LPL Financial LLC | 204,190 | $5.18M | 0.0% | -58.9% | 0.556% | |
| 5/7/2025 | First Heartland Consultants Inc. | 38,922 | $988K | 0.1% | N/A | 0.106% | |
| 5/7/2025 | Keystone Financial Group Inc. | 30,096 | $803K | 0.6% | -26.8% | 0.082% | |
| 5/6/2025 | Assetmark Inc. | 2,961 | $75K | 0.0% | -97.6% | 0.008% | |
| 5/6/2025 | Cetera Investment Advisers | 8,547 | $217K | 0.0% | -95.3% | 0.023% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 11,340 | $288K | 0.0% | -11.9% | 0.031% | |
| 5/6/2025 | Hamel Associates Inc. | 154,225 | $3.91M | 1.3% | +267.2% | 0.420% | |
| 5/6/2025 | Summit Asset Management LLC | 657,766 | $16.69M | 2.9% | -1.7% | 1.792% | |
| 5/5/2025 | Souders Financial Advisors | 33,639 | $854K | 0.1% | -72.8% | 0.092% | |
| 5/2/2025 | Asset Advisors Investment Management LLC | 237,364 | $6.02M | 0.6% | -2.7% | 0.647% | |
| 5/1/2025 | Berkeley Inc | 39,634 | $1.01M | 0.5% | -23.3% | 0.108% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 19,315 | $490K | 0.2% | -3.9% | 0.053% | |
| 4/29/2025 | Olde Wealth Management LLC | 2,234 | $56K | 0.0% | N/A | 0.006% | |
| 4/28/2025 | Mutual Advisors LLC | 153,423 | $3.99M | 0.1% | +318.1% | 0.418% | |
| 4/28/2025 | Red Mountain Financial LLC | 127,107 | $3.23M | 3.9% | +1.2% | 0.346% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 9,911 | $257K | 0.1% | +5.6% | 0.027% | |
| 4/25/2025 | IRON Financial LLC | 238,910 | $6.06M | 3.4% | +12.8% | 0.651% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 36,846 | $935K | 0.0% | +4.0% | 0.100% | |
| 4/24/2025 | Jaffetilchin Investment Partners LLC | 8,126 | $206K | 0.0% | N/A | 0.022% | |
| 4/24/2025 | First Merchants Corp | 164,908 | $4.19M | 0.2% | -6.2% | 0.449% | |
| 4/23/2025 | Embree Financial Group | 45,943 | $1.17M | 0.2% | -1.4% | 0.125% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 71,776 | $1.82M | 0.0% | -1.2% | 0.196% | |
| 4/22/2025 | FSC Wealth Advisors LLC | 14,759 | $375K | 0.2% | +156.1% | 0.040% | |
| 4/21/2025 | Martin Worley Group | 170,475 | $4.33M | 2.5% | +0.9% | 0.465% | |
| 4/21/2025 | LongView Wealth Management | 156,793 | $3.98M | 1.2% | +3.2% | 0.427% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 9,310 | $236K | 0.0% | N/A | 0.025% | |
| 4/17/2025 | Robertson Stephens Wealth Management LLC | 139,000 | $3.53M | 0.1% | +4.1% | 0.379% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
| 4/17/2025 | Janney Montgomery Scott LLC | 11,860 | $301K | 0.0% | N/A | 0.032% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 63,575 | $1.61M | 0.0% | +9.4% | 0.173% | |
| 4/16/2025 | Noble Family Wealth LLC | 78,064 | $1.98M | 0.5% | +4.3% | 0.213% | |
| 4/16/2025 | CVA Family Office LLC | 8,469 | $215K | 0.0% | -58.7% | 0.023% | |
| 4/16/2025 | West Oak Capital LLC | 1,470 | $37K | 0.0% | -97.2% | 0.004% | |
| 4/15/2025 | Fifth Third Bancorp | 1,034 | $26K | 0.0% | N/A | 0.003% | |
| 4/14/2025 | Bruce G. Allen Investments LLC | 9,292 | $236K | 0.2% | +8.2% | 0.026% | |
| 4/10/2025 | Charles Schwab Trust Co | 220,506 | $5.60M | 0.5% | +16.0% | 0.611% | |
| 4/8/2025 | Myecfo LLC | 24,259 | $616K | 0.3% | +15.7% | 0.067% | |
| 3/28/2025 | Berkeley Inc | 51,664 | $1.19M | 0.6% | -49.8% | 0.154% | |
