| 8/18/2025 | Geneos Wealth Management Inc. | 468,914 | $18.24M | 0.4% | +2.1% | 1.010% | |
| 8/15/2025 | Captrust Financial Advisors | 618,234 | $24.04M | 0.1% | +0.0% | 1.331% | |
| 8/15/2025 | MML Investors Services LLC | 41,080 | $1.60M | 0.0% | +273.9% | 0.088% | |
| 8/15/2025 | Garden State Investment Advisory Services LLC | 198,788 | $7.73M | 2.0% | +37.5% | 0.428% | |
| 8/15/2025 | Benjamin Edwards Inc. | 24,153 | $939K | 0.0% | -20.6% | 0.052% | |
| 8/15/2025 | Bank of America Corp DE | 5,288 | $206K | 0.0% | +133.3% | 0.011% | |
| 8/14/2025 | Jane Street Group LLC | 14,494 | $564K | 0.0% | -51.1% | 0.031% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,318 | $51K | 0.0% | N/A | 0.003% | |
| 8/14/2025 | Menora Mivtachim Holdings LTD. | 164,111 | $6.38M | 0.0% | +54.8% | 0.353% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 1,726 | $67K | 0.0% | N/A | 0.004% | |
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| 8/14/2025 | Cary Street Partners Financial LLC | 6,564 | $255K | 0.0% | N/A | 0.014% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 113,981 | $4.43M | 0.6% | +0.7% | 0.245% | |
| 8/13/2025 | M&T Bank Corp | 5,689,431 | $221.24M | 0.8% | +15.7% | 12.251% | |
| 8/13/2025 | Tobias Financial Advisors Inc. | 24,988 | $972K | 0.2% | N/A | 0.054% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,440,251 | $56.01M | 0.0% | +15.4% | 3.101% | |
| 8/12/2025 | Cozad Asset Management Inc. | 15,119 | $588K | 0.1% | +66.1% | 0.033% | |
| 8/12/2025 | JPMorgan Chase & Co. | 143,357 | $5.58M | 0.0% | -30.9% | 0.309% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 150,212 | $5.84M | 0.0% | +29.6% | 0.326% | |
| 8/8/2025 | Cetera Investment Advisers | 349,845 | $13.61M | 0.0% | +43.8% | 0.758% | |
| 8/8/2025 | Comprehensive Financial Planning Inc. PA | 37,364 | $1.45M | 1.1% | +25.1% | 0.081% | |
| 8/7/2025 | Allworth Financial LP | 3,269,796 | $127.16M | 0.6% | +2.4% | 7.087% | |
| 8/7/2025 | Rollins Financial Advisors LLC | 196,848 | $7.66M | 1.2% | -4.9% | 0.427% | |
| 8/7/2025 | Alpha Financial Advisors LLC | 717,360 | $27.90M | 10.8% | -17.2% | 1.555% | |
| 8/6/2025 | Prospera Financial Services Inc | 17,002 | $661K | 0.0% | -80.5% | 0.037% | |
| 8/6/2025 | AE Wealth Management LLC | 3,362 | $131K | 0.0% | N/A | 0.007% | |
| 8/6/2025 | Prodigy Asset Management LLC | 642,614 | $24.99M | 16.4% | +2.8% | 1.393% | |
| 8/4/2025 | NBZ Investment Advisors LLC | 224,896 | $8.75M | 5.0% | +17.4% | 0.487% | |
| 8/4/2025 | 4J Wealth Management LLC | 15,573 | $606K | 0.4% | +63.4% | 0.034% | |
| 8/4/2025 | Atria Investments Inc | 190,232 | $7.40M | 0.1% | N/A | 0.412% | |
| 8/4/2025 | Savvy Advisors Inc. | 12,945 | $503K | 0.0% | N/A | 0.028% | |
| 8/1/2025 | First National Trust Co | 829,752 | $32.27M | 1.2% | +3.0% | 1.798% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 742,679 | $28.88M | 0.0% | +545.3% | 1.610% | |
| 7/31/2025 | Carnegie Investment Counsel | 38,080 | $1.48M | 0.0% | N/A | 0.083% | |
| 7/30/2025 | Strategic Blueprint LLC | 126,430 | $4.92M | 0.2% | +132.0% | 0.274% | |
| 7/29/2025 | Stephens Inc. AR | 30,922 | $1.20M | 0.0% | -3.8% | 0.067% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 1,476,762 | $57.43M | 1.2% | +55.6% | 3.201% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 42,945 | $1.67M | 0.0% | N/A | 0.093% | |
| 7/29/2025 | Commons Capital LLC | 65,075 | $2.53M | 1.9% | -0.9% | 0.141% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 10,281 | $400K | 0.0% | N/A | 0.022% | |
| 7/25/2025 | Welch Group LLC | 9,238 | $359K | 0.0% | N/A | 0.020% | |
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| 7/24/2025 | Bryant Woods Investment Advisors LLC | 107,677 | $4.19M | 1.8% | +46.7% | 0.233% | |
| 7/23/2025 | True Vision MN LLC | 9,304 | $362K | 0.2% | N/A | 0.020% | |
| 7/22/2025 | Berger Financial Group Inc | 9,347 | $364K | 0.0% | -10.5% | 0.020% | |
| 7/21/2025 | Future Financial Wealth Managment LLC | 115,379 | $4.49M | 3.1% | -4.6% | 0.250% | |
| 7/18/2025 | Provident Wealth Management LLC | 1,373,423 | $53.41M | 17.5% | -0.7% | 2.980% | |
| 7/16/2025 | Cox Capital Mgt LLC | 33,625 | $1.31M | 0.9% | -2.5% | 0.073% | |
| 7/16/2025 | Perigon Wealth Management LLC | 87,446 | $3.40M | 0.1% | -63.7% | 0.189% | |
| 7/15/2025 | James J. Burns & Company LLC | 275,607 | $10.72M | 1.7% | +4.7% | 0.597% | |
| 7/15/2025 | Eaton Financial Holdings Company LLC | 404,468 | $15.73M | 4.8% | -22.7% | 0.876% | |
| 7/11/2025 | Farther Finance Advisors LLC | 16,825 | $654K | 0.0% | -85.0% | 0.037% | |
| 7/11/2025 | Silver Oak Securities Incorporated | 44,460 | $1.73M | 0.1% | +10.6% | 0.097% | |
| 7/10/2025 | Exchange Traded Concepts LLC | 333,828 | $12.98M | 0.2% | +24.5% | 0.727% | |
| 7/10/2025 | Marshall Financial Group LLC | 100,051 | $3.91M | 0.8% | +2.4% | 0.218% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 46,145 | $1.82M | 0.0% | +8.3% | 0.101% | |
| 7/10/2025 | SK Wealth Management LLC | 53,755 | $2.11M | 0.9% | +6.3% | 0.117% | |
| 7/9/2025 | Lincoln Capital Corp | 67,339 | $2.62M | 1.0% | +2.5% | 0.147% | |
| 7/9/2025 | Beacon Financial Group | 14,767 | $574K | 0.1% | -5.8% | 0.032% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 207,065 | $7.28M | 1.3% | +16.1% | 0.480% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 459,442 | $16.15M | 0.5% | +197,935.3% | 1.064% | |
| 5/19/2025 | Jane Street Group LLC | 29,620 | $1.04M | 0.0% | -18.1% | 0.069% | |
| 5/15/2025 | Royal Bank of Canada | 46,365 | $1.63M | 0.0% | N/A | 0.107% | |
| 5/14/2025 | Per Stirling Capital Management LLC. | 113,165 | $3.98M | 0.6% | N/A | 0.262% | |
| 5/14/2025 | Comerica Bank | 14,532 | $511K | 0.0% | +39.5% | 0.034% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,247,782 | $43.87M | 0.0% | +1,251.9% | 2.890% | |
| 5/14/2025 | Kestra Advisory Services LLC | 332,276 | $11.68M | 0.1% | +992.1% | 0.770% | |
| 5/14/2025 | Capital Analysts LLC | 94,181 | $3.31M | 0.1% | +204.8% | 0.218% | |
| 5/13/2025 | Eaton Financial Holdings Company LLC | 523,251 | $18.40M | 7.6% | +5.7% | 1.212% | |
| 5/13/2025 | Menora Mivtachim Holdings LTD. | 106,025 | $3.73M | 0.0% | N/A | 0.246% | |
| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 948,805 | $33.36M | 0.8% | +142.8% | 2.198% | |
| 5/13/2025 | HighTower Advisors LLC | 108,553 | $3.82M | 0.0% | +98.2% | 0.251% | |
| 5/12/2025 | Berger Financial Group Inc | 10,438 | $367K | 0.0% | -15.3% | 0.024% | |
| 5/12/2025 | Benjamin Edwards Inc. | 30,429 | $1.07M | 0.0% | +15.9% | 0.070% | |
| 5/9/2025 | Comprehensive Financial Planning Inc. PA | 29,857 | $1.05M | 1.0% | +115.8% | 0.070% | |
| 5/9/2025 | NBZ Investment Advisors LLC | 191,500 | $6.73M | 3.9% | +995.7% | 0.451% | |
| 5/8/2025 | Hopwood Financial Services Inc. | 53,723 | $1.89M | 1.5% | +20.6% | 0.126% | |
| 5/8/2025 | First National Trust Co | 805,940 | $28.34M | 1.1% | +65.7% | 1.897% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 495,521 | $17.42M | 0.5% | +213,486.6% | 1.166% | |
| 5/8/2025 | Cozad Asset Management Inc. | 9,104 | $320K | 0.0% | +8.9% | 0.021% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 3,200 | $113K | 0.0% | N/A | 0.008% | |
| 5/7/2025 | Sterling Investment Advisors Ltd. | 6,300 | $222K | 0.1% | N/A | 0.015% | |
| 5/6/2025 | Cetera Investment Advisers | 243,284 | $8.55M | 0.0% | N/A | 0.573% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 115,913 | $4.08M | 0.0% | N/A | 0.273% | |
| 5/5/2025 | Dahring Cusmano LLC | 58,833 | $2.07M | 1.8% | +56.3% | 0.138% | |
| 5/2/2025 | Sigma Planning Corp | 46,947 | $1.65M | 0.1% | -10.1% | 0.110% | |
| 5/1/2025 | Stephens Inc. AR | 32,139 | $1.13M | 0.0% | +79.2% | 0.076% | |
| 4/30/2025 | Allworth Financial LP | 3,193,387 | $109.88M | 0.6% | +2.2% | 7.516% | |
| 4/30/2025 | Prodigy Asset Management LLC | 625,124 | $21.98M | 17.8% | +5.0% | 1.471% | |
| 4/30/2025 | M&T Bank Corp | 4,916,092 | $172.86M | 0.6% | +1,484.5% | 11.570% | |
| 4/30/2025 | Bryant Woods Investment Advisors LLC | 73,411 | $2.58M | 1.2% | +191.6% | 0.173% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 115,098 | $4.05M | 0.0% | +36.2% | 0.271% | |
The Coin That Could Define Trump’s Crypto Presidency (Ad) When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed.
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| 4/29/2025 | Strategic Blueprint LLC | 54,496 | $1.92M | 0.1% | N/A | 0.128% | |
| 4/29/2025 | 4J Wealth Management LLC | 9,530 | $335K | 0.3% | N/A | 0.022% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 40,209 | $1.41M | 0.1% | -5.8% | 0.095% | |
| 4/28/2025 | Lincoln Capital Corp | 65,705 | $2.31M | 1.0% | +4.9% | 0.155% | |
| 4/23/2025 | Perigon Wealth Management LLC | 241,131 | $8.48M | 0.2% | N/A | 0.568% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 33,439 | $1.18M | 0.0% | N/A | 0.079% | |
| 4/23/2025 | Alpha Financial Advisors LLC | 866,761 | $30.48M | 13.5% | +2,561.6% | 2.040% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 1,546 | $54K | 0.0% | N/A | 0.004% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 34,834 | $1.23M | 0.0% | -4.4% | 0.082% | |
| 4/22/2025 | SK Wealth Management LLC | 50,583 | $1.64M | 0.9% | N/A | 0.119% | |
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