| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 1,379 | $35K | 0.0% | -87.8% | 0.001% | |
| 8/1/2025 | First National Trust Co | 163,503 | $4.17M | 0.2% | +17.1% | 0.087% | |
| 8/1/2025 | Advisory Alpha LLC | 364,584 | $9.29M | 0.3% | +9.8% | 0.193% | |
| 8/1/2025 | Rossby Financial LCC | 16,664 | $425K | 0.2% | +2,640.8% | 0.009% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 18,226 | $464K | 0.0% | +85.3% | 0.010% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,741,395 | $69.63M | 0.0% | +2.7% | 1.454% | |
| 7/31/2025 | Wealthfront Advisers LLC | 3,479,826 | $88.67M | 0.2% | +6.5% | 1.846% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 176,171 | $4.49M | 0.1% | +16.9% | 0.093% | |
| 7/31/2025 | Guardian Wealth Advisors LLC | 137,555 | $3.51M | 2.1% | -10.6% | 0.073% | |
| 7/31/2025 | Ballast Advisors LLC | 18,198 | $464K | 0.1% | +4.7% | 0.010% | |
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| 7/31/2025 | Cabot Wealth Management Inc. | 175,881 | $4.48M | 0.5% | N/A | 0.093% | |
| 7/31/2025 | Mason & Associates Inc | 277,853 | $7.08M | 1.6% | -46.1% | 0.147% | |
| 7/31/2025 | State of New Jersey Common Pension Fund D | 3,689,415 | $94.01M | 0.4% | -9.8% | 1.957% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 338,000 | $8.61M | 0.0% | N/A | 0.179% | |
| 7/31/2025 | Sharper & Granite LLC | 241,070 | $6.12M | 2.3% | +2.6% | 0.128% | |
| 7/30/2025 | Strategic Blueprint LLC | 40,214 | $1.03M | 0.1% | +20.2% | 0.021% | |
| 7/30/2025 | TFB Advisors LLC | 12,908 | $329K | 0.1% | +45.8% | 0.007% | |
| 7/30/2025 | BTS Asset Management Inc. | 23,660 | $603K | 0.7% | N/A | 0.013% | |
| 7/30/2025 | Bogart Wealth LLC | 44,477 | $1.13M | 0.0% | +20.1% | 0.024% | |
| 7/29/2025 | Calamos Wealth Management LLC | 31,201 | $795K | 0.0% | +5.7% | 0.017% | |
| 7/29/2025 | Sigma Investment Counselors Inc. | 1,544,552 | $39.36M | 2.2% | +1.3% | 0.819% | |
| 7/29/2025 | Disciplined Investments LLC | 342,722 | $8.73M | 3.7% | +4.6% | 0.182% | |
| 7/29/2025 | International Assets Investment Management LLC | 32,599 | $831K | 0.0% | +1.4% | 0.017% | |
| 7/29/2025 | SAM Advisors LLC | 233,442 | $5.95M | 2.1% | +5.8% | 0.124% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 50,970 | $1.30M | 0.0% | -83.5% | 0.027% | |
| 7/29/2025 | Private Trust Co. NA | 1,582 | $40K | 0.0% | -94.4% | 0.001% | |
| 7/29/2025 | Angeles Wealth Management LLC | 781,264 | $19.91M | 1.4% | +0.7% | 0.414% | |
| 7/29/2025 | Oxbow Advisors LLC | 10,177 | $259K | 0.0% | N/A | 0.005% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 57,111 | $1.46M | 0.3% | -2.7% | 0.030% | |
| 7/28/2025 | Mutual Advisors LLC | 156,830 | $3.99M | 0.1% | N/A | 0.083% | |
| 7/28/2025 | Essex LLC | 1,050,861 | $26.78M | 5.3% | -3.5% | 0.557% | |
| 7/28/2025 | Ritholtz Wealth Management | 9,946 | $253K | 0.0% | N/A | 0.005% | |
| 7/28/2025 | Harbour Investments Inc. | 994 | $25K | 0.0% | -33.7% | 0.001% | |
| 7/28/2025 | Courier Capital LLC | 19,535 | $498K | 0.0% | -15.3% | 0.010% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 36,038 | $918K | 0.0% | +15.5% | 0.019% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 34,911 | $890K | 0.0% | -18.6% | 0.019% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 8,394 | $214K | 0.1% | N/A | 0.004% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 63,256 | $1.61M | 0.0% | -66.8% | 0.034% | |
| 7/25/2025 | MGO One Seven LLC | 70,285 | $1.79M | 0.1% | +6.2% | 0.037% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 868,026 | $22.12M | 0.0% | N/A | 0.460% | |
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| 7/25/2025 | CWM LLC | 465,755 | $11.87M | 0.0% | -18.6% | 0.247% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 9,350 | $238K | 0.0% | N/A | 0.005% | |
| 7/25/2025 | Apollon Wealth Management LLC | 23,193 | $591K | 0.0% | -2.1% | 0.012% | |
| 7/24/2025 | US Bancorp DE | 35,697 | $910K | 0.0% | +7.5% | 0.019% | |
| 7/23/2025 | Fulton Breakefield Broenniman LLC | 450,699 | $11.48M | 0.8% | -5.1% | 0.240% | |
| 7/23/2025 | Opulen Financial Group LLC | 30,124 | $768K | 0.6% | -1.4% | 0.016% | |
| 7/23/2025 | Friedenthal Financial | 11,712 | $298K | 0.2% | +3.7% | 0.006% | |
| 7/23/2025 | RMG Wealth Management LLC | 2,455,713 | $62.34M | 9.6% | N/A | 1.309% | |
| 7/22/2025 | Berkshire Money Management Inc. | 1,633,614 | $41.62M | 4.4% | -2.1% | 0.871% | |
| 7/22/2025 | Sage Financial Group Inc. | 14,023 | $357K | 0.0% | -58.2% | 0.007% | |
| 7/22/2025 | DAVENPORT & Co LLC | 540,980 | $13.78M | 0.1% | +5.0% | 0.288% | |
| 7/22/2025 | Global Assets Advisory LLC | 174,966 | $4.43M | 1.7% | -52.2% | 0.093% | |
| 7/22/2025 | Grimes & Company Inc. | 6,641,043 | $169.21M | 4.6% | -18.6% | 3.540% | |
| 7/22/2025 | Merit Financial Group LLC | 258,251 | $6.58M | 0.1% | -45.6% | 0.138% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 9,171 | $234K | 0.0% | N/A | 0.005% | |
| 7/21/2025 | NTV Asset Management LLC | 33,467 | $853K | 0.1% | +8.9% | 0.018% | |
| 7/21/2025 | Curran Financial Partners LLC | 528,055 | $13.46M | 3.0% | +4.3% | 0.281% | |
| 7/21/2025 | Ascent Group LLC | 8,382 | $214K | 0.0% | -13.4% | 0.004% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,145,151 | $80.14M | 1.8% | +4.7% | 1.677% | |
| 7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 403,848 | $10.29M | 0.7% | -1.7% | 0.215% | |
| 7/18/2025 | Truist Financial Corp | 534,991 | $13.63M | 0.0% | -28.4% | 0.285% | |
| 7/17/2025 | Trivium Point Advisory LLC | 27,799 | $708K | 0.1% | -5.6% | 0.015% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 453,004 | $11.54M | 0.0% | +18.7% | 0.243% | |
| 7/17/2025 | Fifth Third Securities Inc. | 247,122 | $6.30M | 0.5% | +1.5% | 0.133% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 16,644 | $424K | 0.0% | +2.5% | 0.009% | |
| 7/17/2025 | Altus Wealth Management LLC | 86,448 | $2.20M | 1.1% | +6.3% | 0.046% | |
| 7/17/2025 | BayBridge Capital Group LLC | 153,499 | $3.91M | 2.5% | +2.1% | 0.082% | |
| 7/17/2025 | KG&L Capital Management LLC | 61,740 | $1.57M | 0.5% | -1.9% | 0.033% | |
| 7/16/2025 | Meridian Financial LLC | 11,124 | $283K | 0.2% | N/A | 0.006% | |
| 7/15/2025 | Surience Private Wealth LLC | 115,325 | $2.94M | 2.8% | -13.7% | 0.062% | |
| 7/15/2025 | Missouri Trust & Investment Co | 213,506 | $5.44M | 1.8% | -0.9% | 0.115% | |
| 7/15/2025 | TD Private Client Wealth LLC | 126,204 | $3.22M | 0.1% | +5.5% | 0.068% | |
| 7/15/2025 | EWG Elevate Inc. | 47,175 | $1.20M | 0.4% | -68.1% | 0.025% | |
| 7/15/2025 | Heritage Oak Wealth Advisors LLC | 71,378 | $1.82M | 0.7% | -0.7% | 0.038% | |
| 7/15/2025 | Hidden Cove Wealth Management LLC | 177,931 | $4.53M | 3.3% | +18.6% | 0.096% | |
| 7/15/2025 | Financial Partners Group Inc | 272,774 | $6.95M | 1.0% | -39.5% | 0.147% | |
| 7/14/2025 | Narus Financial Partners LLC | 30,082 | $766K | 0.2% | +94.2% | 0.016% | |
| 7/14/2025 | Park Avenue Securities LLC | 373,269 | $9.51M | 0.1% | +0.8% | 0.202% | |
| 7/14/2025 | Sowell Financial Services LLC | 79,495 | $2.03M | 0.1% | -3.2% | 0.043% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,356 | $136K | 0.0% | -17.8% | 0.003% | |
| 7/11/2025 | Brendel Financial Advisors LLC | 104,366 | $2.66M | 1.5% | +2.0% | 0.057% | |
| 7/11/2025 | AA Financial Advisors LLC | 33,962 | $865K | 0.2% | +9.2% | 0.019% | |
| 7/11/2025 | Cypress Financial Planning LLC | 53,094 | $1.35M | 0.4% | +2.3% | 0.029% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 116,736 | $2.97M | 0.0% | +19.2% | 0.064% | |
| 7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 280,784 | $7.15M | 2.2% | +11.4% | 0.154% | |
| 7/10/2025 | Sunflower Bank N.A. | 78,082 | $1.99M | 0.5% | +1.6% | 0.043% | |
| 7/9/2025 | Balefire LLC | 74,278 | $1.89M | 0.4% | +19.4% | 0.041% | |
| 7/9/2025 | Beacon Financial Group | 17,786 | $453K | 0.0% | -23.6% | 0.010% | |
| 7/9/2025 | WealthCare Investment Partners LLC | 65,898 | $1.67M | 0.6% | +10.5% | 0.036% | |
| 7/8/2025 | Moulton Wealth Management Inc. | 440,775 | $11.20M | 8.5% | +255.2% | 0.242% | |
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Now, this same guy says a new company could become the next to soar like Nvidia. Watch Alex's "Next Magnificent Seven" presentation now. |
| 7/3/2025 | TrueWealth Advisors LLC | 151,401 | $3.86M | 1.1% | -1.1% | 0.083% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 46,777 | $1.19M | 0.2% | +9.2% | 0.026% | |
| 5/16/2025 | Jones Financial Companies Lllp | 3,435 | $86K | 0.0% | -78.5% | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 33,319 | $838K | 0.0% | +1.4% | 0.019% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 40,527 | $1.02M | 0.0% | +59.1% | 0.024% | |
| 5/15/2025 | OLD Mission Capital LLC | 266,156 | $6.70M | 0.1% | +69.4% | 0.155% | |
| 5/14/2025 | SVB Wealth LLC | 1,750 | $44K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Ameriprise Financial Inc. | 18,679,447 | $474.13M | 0.1% | +48.8% | 10.860% | |
| 5/14/2025 | Summit Financial LLC | 10,742 | $270K | 0.0% | N/A | 0.006% | |
| 5/14/2025 | Flow Traders U.S. LLC | 14,352 | $361K | 0.0% | N/A | 0.008% | |
