| 8/18/2025 | ARQ Wealth Advisors LLC | 59,609 | $2.95M | 1.0% | N/A | 0.599% | |
| 8/15/2025 | Captrust Financial Advisors | 14,040 | $687K | 0.0% | -20.9% | 0.141% | |
| 8/15/2025 | Visionary Wealth Advisors | 82,073 | $4.02M | 0.2% | -11.2% | 0.825% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 394,034 | $19.28M | 0.1% | +926.8% | 3.960% | |
| 8/15/2025 | IHT Wealth Management LLC | 68,652 | $3.36M | 0.1% | -4.8% | 0.690% | |
| 8/14/2025 | Jane Street Group LLC | 319,153 | $15.62M | 0.0% | +477.4% | 3.208% | |
| 8/14/2025 | Raymond James Financial Inc. | 136,643 | $6.69M | 0.0% | +17.3% | 1.373% | |
| 8/14/2025 | FAS Wealth Partners Inc. | 68,595 | $3.36M | 0.2% | -6.6% | 0.689% | |
| 8/14/2025 | NewEdge Advisors LLC | 60,299 | $2.95M | 0.0% | -13.3% | 0.606% | |
| 8/14/2025 | Gerber Kawasaki Wealth & Investment Management | 13,030 | $638K | 0.0% | -2.4% | 0.131% | |
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| 8/13/2025 | Flow Traders U.S. LLC | 30,058 | $1.47M | 0.1% | +25.9% | 0.302% | |
| 8/8/2025 | Condor Capital Management | 164,077 | $8.03M | 0.7% | +0.6% | 1.692% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 9,171 | $449K | 0.0% | +47.8% | 0.095% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 18,501 | $905K | 0.0% | +104.0% | 0.191% | |
| 8/7/2025 | PFG Advisors | 22,111 | $1.08M | 0.0% | +20.6% | 0.228% | |
| 8/5/2025 | Arrowroot Family Office LLC | 5,379 | $263K | 0.1% | N/A | 0.055% | |
| 8/5/2025 | Westside Investment Management Inc. | 16,400 | $802K | 0.1% | +5.1% | 0.169% | |
| 8/5/2025 | Frederick Financial Consultants LLC | 15,234 | $745K | 0.5% | -18.0% | 0.157% | |
| 8/4/2025 | Atria Investments Inc | 53,759 | $2.63M | 0.0% | -54.8% | 0.554% | |
| 8/4/2025 | Savvy Advisors Inc. | 17,235 | $843K | 0.1% | N/A | 0.178% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 2,133,069 | $104.37M | 0.0% | +13.4% | 21.990% | |
| 7/29/2025 | Goldstein Advisors LLC | 412,014 | $20.16M | 2.7% | -4.5% | 4.248% | |
| 7/29/2025 | Private Trust Co. NA | 7,574 | $371K | 0.0% | -5.9% | 0.078% | |
| 7/28/2025 | Mutual Advisors LLC | 32,953 | $1.60M | 0.0% | +10.5% | 0.340% | |
| 7/25/2025 | Landmark Wealth Management LLC | 29,820 | $1.46M | 0.6% | -47.1% | 0.307% | |
| 7/25/2025 | CWM LLC | 1,122,940 | $54.95M | 0.2% | +3.9% | 11.577% | |
| 7/24/2025 | IFP Advisors Inc | 131,549 | $6.44M | 0.2% | +19.9% | 1.356% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 33,599 | $1.64M | 0.0% | -29.7% | 0.346% | |
| 7/17/2025 | ERn Financial LLC | 20,131 | $985K | 0.2% | +3.4% | 0.206% | |
| 7/15/2025 | McAdam LLC | 4,160 | $204K | 0.0% | N/A | 0.043% | |
| 7/15/2025 | Mather Group LLC. | 56,673 | $2.77M | 0.0% | +2,063.9% | 0.581% | |
| 7/15/2025 | Financial Partners Group Inc | 4,582 | $224K | 0.0% | +6.1% | 0.047% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 83,646 | $4.09M | 0.1% | +34.8% | 0.858% | |
| 7/11/2025 | CX Institutional | 292,028 | $14.29M | 0.5% | -54.2% | 2.995% | |
| 7/9/2025 | Dynamic Advisor Solutions LLC | 113,495 | $5.55M | 0.2% | +5.1% | 1.152% | |
| 7/9/2025 | GEM Asset Management LLC | 65,091 | $3.18M | 1.6% | -1.1% | 0.661% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 11,050 | $547K | 0.5% | -4.7% | 0.108% | |
| 5/19/2025 | Jane Street Group LLC | 55,277 | $2.74M | 0.0% | -31.5% | 0.539% | |
| 5/19/2025 | SageView Advisory Group LLC | 15,166 | $750K | 0.0% | -3.4% | 0.148% | |
| 5/16/2025 | Jones Financial Companies Lllp | 4,871 | $241K | 0.0% | N/A | 0.048% | |
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| 5/16/2025 | NewEdge Advisors LLC | 69,522 | $3.44M | 0.0% | +8.7% | 0.678% | |
| 5/15/2025 | Core Wealth Advisors Inc. | 28,034 | $1.39M | 0.4% | -6.2% | 0.274% | |
| 5/15/2025 | Royal Bank of Canada | 28,464 | $1.41M | 0.0% | +19.7% | 0.278% | |
| 5/15/2025 | OLD Mission Capital LLC | 82,951 | $4.10M | 0.1% | N/A | 0.809% | |
| 5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 13,355 | $661K | 0.0% | +5.3% | 0.130% | |
| 5/14/2025 | Comerica Bank | 16,731 | $828K | 0.0% | -55.7% | 0.163% | |
| 5/14/2025 | Synovus Financial Corp | 10,315 | $510K | 0.0% | -11.5% | 0.101% | |
| 5/14/2025 | Kestra Advisory Services LLC | 110,654 | $5.48M | 0.0% | +35.4% | 1.080% | |
| 5/14/2025 | Flow Traders U.S. LLC | 23,879 | $1.18M | 0.0% | N/A | 0.233% | |
| 5/13/2025 | Raymond James Financial Inc. | 116,538 | $5.77M | 0.0% | +11.8% | 1.137% | |
| 5/13/2025 | HighTower Advisors LLC | 152,577 | $7.55M | 0.0% | +10.3% | 1.489% | |
| 5/12/2025 | Condor Capital Management | 163,130 | $8.07M | 0.8% | +3.8% | 1.592% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,960 | $97K | 0.0% | N/A | 0.019% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 9,069 | $449K | 0.0% | +50.1% | 0.087% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 6,204 | $307K | 0.0% | +14.8% | 0.060% | |
| 5/7/2025 | Sunpointe LLC | 184,974 | $9.15M | 4.9% | -6.6% | 1.779% | |
| 5/7/2025 | LPL Financial LLC | 550,930 | $27.26M | 0.0% | -0.9% | 5.297% | |
| 5/6/2025 | Financial Partners Group Inc | 4,318 | $214K | 0.0% | -11.9% | 0.042% | |
| 5/6/2025 | PFG Advisors | 18,340 | $907K | 0.1% | +9.7% | 0.176% | |
| 5/5/2025 | IFP Advisors Inc | 109,737 | $5.43M | 0.2% | +4.5% | 1.055% | |
| 5/5/2025 | OneAscent Financial Services LLC | 34,349 | $1.70M | 0.1% | +1.3% | 0.330% | |
| 5/5/2025 | FAS Wealth Partners Inc. | 73,460 | $3.64M | 0.3% | +10.5% | 0.706% | |
| 5/5/2025 | Private Advisor Group LLC | 207,785 | $10.28M | 0.1% | +0.7% | 1.998% | |
| 5/2/2025 | Fortis Group Advisors LLC | 5,548 | $275K | 0.1% | N/A | 0.053% | |
| 5/2/2025 | Frederick Financial Consultants LLC | 18,579 | $919K | 0.7% | -6.2% | 0.179% | |
| 5/2/2025 | Landmark Wealth Management LLC | 56,403 | $2.79M | 1.2% | -1.4% | 0.542% | |
| 5/2/2025 | Sigma Planning Corp | 6,527 | $323K | 0.0% | -11.7% | 0.063% | |
| 5/1/2025 | CWM LLC | 1,080,833 | $53.48M | 0.2% | +4.3% | 10.393% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 15,078 | $749K | 0.0% | N/A | 0.145% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 62,063 | $3.07M | 0.1% | +6.8% | 0.597% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,880,368 | $93.04M | 0.0% | -3.3% | 18.080% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 111,648 | $5.52M | 0.1% | -12.7% | 1.074% | |
| 4/28/2025 | Mutual Advisors LLC | 29,831 | $1.45M | 0.0% | -20.5% | 0.287% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 10,579 | $523K | 0.3% | -2.7% | 0.102% | |
| 4/25/2025 | Mather Group LLC. | 2,619 | $130K | 0.0% | N/A | 0.025% | |
| 4/25/2025 | Westside Investment Management Inc. | 15,600 | $772K | 0.2% | +5.4% | 0.150% | |
| 4/24/2025 | CNB Bank | 18,705 | $926K | 0.5% | -16.2% | 0.180% | |
| 4/23/2025 | Goldstein Advisors LLC | 431,366 | $21.34M | 3.1% | +2.7% | 4.148% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 85,518 | $4.23M | 0.0% | -6.5% | 0.822% | |
| 4/21/2025 | ERn Financial LLC | 19,478 | $964K | 0.2% | +42.8% | 0.187% | |
| 4/17/2025 | GEM Asset Management LLC | 65,838 | $3.27M | 1.8% | +4.4% | 0.633% | |
| 4/17/2025 | Stewardship Advisors LLC | 8,828 | $437K | 0.1% | -38.6% | 0.085% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 108,012 | $5.34M | 0.2% | +2.0% | 1.039% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,625 | $476K | 0.0% | -33.8% | 0.093% | |
| 4/15/2025 | CX Institutional | 637,723 | $31.56M | 1.2% | +3.1% | 6.132% | |
| 4/14/2025 | Farther Finance Advisors LLC | 788 | $39K | 0.0% | N/A | 0.008% | |
| 4/11/2025 | First Affirmative Financial Network | 13,928 | $689K | 0.4% | +17.7% | 0.134% | |
| 4/9/2025 | Merit Financial Group LLC | 8,425 | $417K | 0.0% | -19.0% | 0.081% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 14,540 | $729K | 0.0% | N/A | 0.140% | |
| 2/24/2025 | Great Valley Advisor Group Inc. | 46,879 | $2.35M | 0.1% | N/A | 0.451% | |
The Trump Dump is starting; Get out of stocks now? (Ad) The first 365 days of the Trump presidency…
Will be the best time to get rich in American history. If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a |
| 2/19/2025 | WCG Wealth Advisors LLC | 16,733 | $839K | 0.1% | N/A | 0.192% | |
| 2/17/2025 | Visionary Wealth Advisors | 90,056 | $4.52M | 0.3% | +15.4% | 1.035% | |
| 2/17/2025 | Cetera Investment Advisers | 4,282 | $215K | 0.0% | -19.6% | 0.049% | |
| 2/17/2025 | Captrust Financial Advisors | 17,182 | $862K | 0.0% | -6.0% | 0.197% | |
| 2/17/2025 | Arrowroot Family Office LLC | 5,128 | $257K | 0.1% | +8.5% | 0.059% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 11,595 | $581K | 0.6% | N/A | 0.133% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 107,121 | $5.37M | 0.0% | N/A | 1.231% | |
| 2/14/2025 | FAS Wealth Partners Inc. | 66,506 | $3.34M | 0.3% | +10.3% | 0.764% | |
| 2/14/2025 | Jane Street Group LLC | 80,682 | $4.05M | 0.0% | N/A | 0.927% | |
| 2/14/2025 | Comerica Bank | 37,796 | $1.90M | 0.0% | +104.8% | 0.434% | |
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