| 5/2/2024 | Financial Counselors Inc. | 4,558 | $434K | 0.0% | N/A | 0.005% | |
| 5/2/2024 | ESG Planning DBA Harper Investing | 37,223 | $3.54M | 4.2% | N/A | 0.042% | |
| 5/1/2024 | Capstone Investment Advisors LLC | 181,401 | $17.27M | 0.1% | +8.8% | 0.207% | |
| 5/1/2024 | KFA Private Wealth Group LLC | 5,272 | $502K | 0.2% | N/A | 0.006% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 15,368 | $1.46M | 0.0% | +163.6% | 0.018% | |
| 5/1/2024 | BNP Paribas Financial Markets | 156,907 | $14.94M | 0.0% | -58.0% | 0.179% | |
|
| 5/1/2024 | Auour Investments LLC | 8,841 | $842K | 0.3% | +8.3% | 0.010% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 80,000 | $7.62M | 0.0% | +11.1% | 0.091% | |
| 5/1/2024 | Prosperity Consulting Group LLC | 27,150 | $2.59M | 0.3% | +880.9% | 0.031% | |
| 5/1/2024 | Worth Financial Advisory Group LLC | 2,322 | $221K | 0.2% | N/A | 0.003% | |
| 4/30/2024 | Private Advisor Group LLC | 40,540 | $3.86M | 0.0% | +9.3% | 0.047% | |
| 4/30/2024 | Stephenson & Company Inc. | 18,192 | $1.73M | 1.3% | +6.6% | 0.021% | |
| 4/30/2024 | Norden Group LLC | 103,434 | $9.85M | 0.7% | N/A | 0.119% | |
| 4/30/2024 | Perigon Wealth Management LLC | 22,065 | $2.10M | 0.1% | -2.3% | 0.025% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 182,288 | $17.35M | 0.0% | +38.4% | 0.210% | |
| 4/29/2024 | Principal Financial Group Inc. | 14,753 | $1.40M | 0.0% | N/A | 0.017% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 35,644 | $3.39M | 0.1% | +1.7% | 0.041% | |
| 4/29/2024 | RWA Wealth Partners LLC | 5,966 | $568K | 0.0% | -6.0% | 0.007% | |
| 4/27/2024 | Conning Inc. | 100,000 | $9.52M | 0.3% | -50.0% | 0.117% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 13,817 | $1.32M | 0.0% | -3.3% | 0.016% | |
| 4/26/2024 | Sterling Investment Counsel LLC | 3,993 | $380K | 0.2% | +23.9% | 0.005% | |
| 4/26/2024 | BLB&B Advisors LLC | 145,138 | $13.82M | 0.8% | +6.2% | 0.170% | |
| 4/26/2024 | Crestone Asset Management LLC | 17,562 | $1.67M | 0.3% | -23.3% | 0.021% | |
| 4/26/2024 | TI Trust Inc. | 20,309 | $1.93M | 1.4% | +1.2% | 0.024% | |
| 4/26/2024 | Checchi Capital Advisers LLC | 173,730 | $16.54M | 1.3% | +20.4% | 0.203% | |
| 4/26/2024 | Tritonpoint Wealth LLC | 11,972 | $1.14M | 0.1% | -60.8% | 0.014% | |
| 4/25/2024 | Private Wealth Group LLC | 4,658 | $443K | 0.2% | N/A | 0.005% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 6,938 | $660K | 0.1% | -11.6% | 0.008% | |
| 4/25/2024 | TRUE Private Wealth Advisors | 7,551 | $719K | 0.1% | -62.9% | 0.009% | |
| 4/25/2024 | Bank of New York Mellon Corp | 1,695,954 | $161.46M | 0.0% | -11.2% | 1.984% | |
| 4/25/2024 | Simplex Trading LLC | 5,229 | $497K | 0.0% | N/A | 0.006% | |
| 4/25/2024 | Center For Asset Management LLC | 2,302 | $219K | 0.2% | N/A | 0.003% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 12,031 | $1.13M | 0.0% | +1.7% | 0.014% | |
| 4/24/2024 | Activest Wealth Management | 905 | $86K | 0.0% | -96.7% | 0.001% | |
| 4/24/2024 | Simplicity Wealth LLC | 5,097 | $485K | 0.0% | N/A | 0.006% | |
| 4/23/2024 | Canal Capital Management LLC | 34,338 | $3.27M | 0.5% | +20.5% | 0.042% | |
| 4/23/2024 | BSW Wealth Partners | 3,701 | $352K | 0.1% | N/A | 0.004% | |
| 4/23/2024 | Global Retirement Partners LLC | 16,507 | $1.57M | 0.1% | +21.8% | 0.020% | |
| 4/23/2024 | Wealth Advisory Solutions LLC | 4,898 | $466K | 0.1% | +19.9% | 0.006% | |
| 4/23/2024 | Strategic Blueprint LLC | 3,222 | $307K | 0.0% | N/A | 0.004% | |
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| 4/23/2024 | Accurate Wealth Management LLC | 4,611 | $429K | 0.1% | -24.8% | 0.006% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 126,152 | $12.01M | 0.0% | +62.7% | 0.153% | |
| 4/22/2024 | Rovin Capital UT ADV | 71,953 | $6.85M | 2.8% | +9.1% | 0.087% | |
| 4/22/2024 | Kessler Investment Group LLC | 346 | $33K | 0.0% | N/A | 0.000% | |
| 4/22/2024 | Nilsine Partners LLC | 20,273 | $1.93M | 0.3% | N/A | 0.025% | |
| 4/22/2024 | Harbour Trust & Investment Management Co | 30,385 | $2.89M | 0.4% | +6.8% | 0.037% | |
| 4/22/2024 | PFG Investments LLC | 5,746 | $547K | 0.0% | +36.3% | 0.007% | |
| 4/22/2024 | Outlook Wealth Advisors LLC | 5,881 | $560K | 0.2% | N/A | 0.007% | |
| 4/22/2024 | Raymond James & Associates | 61,195 | $5.83M | 0.0% | +12.1% | 0.074% | |
| 4/22/2024 | BTS Asset Management Inc. | 234,068 | $22.29M | 18.4% | -11.3% | 0.285% | |
| 4/19/2024 | Veery Capital LLC | 7,476 | $712K | 0.3% | -43.7% | 0.009% | |
| 4/19/2024 | Westside Investment Management Inc. | 6,160 | $586K | 0.1% | +9.4% | 0.007% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 26,099 | $2.49M | 0.0% | N/A | 0.031% | |
| 4/18/2024 | Toews Corp ADV | 670,100 | $63.79M | 11.1% | -9.2% | 0.799% | |
| 4/18/2024 | Iams Wealth Management LLC | 4,872 | $460K | 0.3% | +25.7% | 0.006% | |
| 4/18/2024 | Congress Wealth Management LLC DE | 38,501 | $3.67M | 0.1% | +1.5% | 0.046% | |
| 4/18/2024 | Fifth Third Securities Inc. | 20,502 | $1.95M | 0.2% | +83.6% | 0.024% | |
| 4/18/2024 | SteelPeak Wealth LLC | 4,074 | $388K | 0.0% | -14.6% | 0.005% | |
| 4/17/2024 | MPS Loria Financial Planners LLC | 2,461 | $234K | 0.1% | -29.8% | 0.003% | |
| 4/17/2024 | Founders Financial Securities LLC | 4,831 | $460K | 0.0% | +2.8% | 0.006% | |
| 4/17/2024 | Private Ocean LLC | 507,753 | $48.34M | 5.1% | -4.5% | 0.598% | |
| 4/16/2024 | Capital Asset Advisory Services LLC | 2,196 | $206K | 0.0% | N/A | 0.003% | |
| 4/16/2024 | Jessup Wealth Management Inc | 108,895 | $10.37M | 4.4% | +12.8% | 0.129% | |
| 4/16/2024 | Lockerman Financial Group Inc. | 2,441 | $232K | 0.4% | N/A | 0.003% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 18,405 | $1.75M | 0.0% | -16.4% | 0.022% | |
| 4/15/2024 | Aletheian Wealth Advisors LLC | 9,607 | $915K | 0.5% | +11.2% | 0.011% | |
| 4/15/2024 | Future Financial Wealth Managment LLC | 3,000 | $286K | 0.2% | N/A | 0.004% | |
| 4/15/2024 | Brookstone Capital Management | 7,871 | $749K | 0.0% | +21.1% | 0.009% | |
| 4/15/2024 | Ehrlich Financial Group | 5,743 | $547K | 0.5% | +59.4% | 0.007% | |
| 4/15/2024 | Windsor Capital Management LLC | 53,930 | $5.13M | 1.6% | -2.0% | 0.064% | |
| 4/15/2024 | Counterpoint Mutual Funds LLC | 23,713 | $2.26M | 0.6% | +27.2% | 0.028% | |
| 4/15/2024 | Sound Income Strategies LLC | 75,282 | $7.17M | 0.5% | +43.3% | 0.089% | |
| 4/13/2024 | IMC Chicago LLC | 13,493 | $1.29M | 0.0% | N/A | 0.016% | |
| 4/12/2024 | Charles Schwab Trust Co | 50,573 | $4.82M | 0.5% | +24.8% | 0.058% | |
| 4/12/2024 | Austin Private Wealth LLC | 6,612 | $622K | 0.1% | N/A | 0.008% | |
| 4/12/2024 | Global Assets Advisory LLC | 247,328 | $23.55M | 0.1% | N/A | 0.285% | |
| 4/11/2024 | Hillcrest Wealth Advisors NY LLC | 8,193 | $780K | 0.4% | -15.4% | 0.009% | |
| 4/11/2024 | RFG Advisory LLC | 133,799 | $12.74M | 0.4% | +9.3% | 0.149% | |
| 4/11/2024 | Capital CS Group LLC | 8,558 | $815K | 0.8% | N/A | 0.010% | |
| 4/11/2024 | Shilanski & Associates Inc. | 90,599 | $8.63M | 3.0% | +6.0% | 0.101% | |
| 4/10/2024 | Park Avenue Securities LLC | 103,534 | $9.86M | 0.1% | +74.2% | 0.115% | |
| 4/10/2024 | Apella Capital LLC | 126,818 | $11.97M | 0.6% | +10.6% | 0.141% | |
| 4/10/2024 | Clearview Wealth Advisors LLC | 9,719 | $925K | 0.9% | N/A | 0.011% | |
| 4/5/2024 | Insight Wealth Strategies LLC | 34,597 | $3.29M | 0.5% | N/A | 0.039% | |
| 4/2/2024 | Symmetry Partners LLC | 72,689 | $6.92M | 0.5% | -64.8% | 0.080% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 726,571 | $68.83M | 0.1% | -1.5% | 0.807% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 21,679 | $2.05M | 0.1% | -10.4% | 0.022% | |
| 3/12/2024 | Rovin Capital UT ADV | 65,945 | $6.25M | 2.8% | -51.3% | 0.067% | |
| 3/6/2024 | SageView Advisory Group LLC | 220,848 | $20.99M | 0.7% | +39.2% | 0.216% | |
| 3/5/2024 | Fisher Asset Management LLC | 2,615 | $248K | 0.0% | N/A | 0.003% | |
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Biden will withdraw as the Democrat nominee on June 13. See his shocking evidence in this new report |
| 3/4/2024 | Richardson Financial Services Inc. | 4,135 | $392K | 0.3% | N/A | 0.004% | |
| 3/1/2024 | Transcendent Capital Group LLC | 434 | $41K | 0.0% | N/A | 0.000% | |
| 2/28/2024 | EP Wealth Advisors LLC | 1,078 | $102K | 0.0% | N/A | 0.001% | |
| 2/27/2024 | Beaird Harris Wealth Management LLC | 500 | $47K | 0.0% | N/A | 0.000% | |
| 2/23/2024 | Beacon Financial Group | 2,872 | $272K | 0.0% | -56.4% | 0.003% | |
| 2/22/2024 | Proathlete Wealth Management LLC | 2,371 | $225K | 0.1% | N/A | 0.002% | |
| 2/21/2024 | Raleigh Capital Management Inc. | 6,741 | $639K | 0.3% | -38.8% | 0.007% | |
| 2/21/2024 | Novak & Powell Financial Services Inc. | 5,301 | $502K | 0.3% | N/A | 0.005% | |
| 2/16/2024 | SageView Advisory Group LLC | 220,848 | $20.99M | 0.7% | +39.2% | 0.221% | |
| 2/15/2024 | Financial Network Wealth Advisors LLC | 3,613 | $342K | 0.4% | N/A | 0.004% | |
