| 5/24/2024 | Cetera Advisors LLC | 31,723 | $754K | 0.0% | N/A | 0.046% | |
| 5/24/2024 | Cetera Investment Advisers | 87,048 | $2.07M | 0.0% | +279.3% | 0.127% | |
| 5/24/2024 | Invst LLC | 36,878 | $878K | 0.1% | -14.9% | 0.054% | |
| 5/21/2024 | Atria Investments Inc | 124,184 | $2.95M | 0.0% | +4.8% | 0.182% | |
| 5/17/2024 | Comerica Bank | 51,690 | $1.23M | 0.0% | +45.1% | 0.076% | |
| 5/17/2024 | Tidal Investments LLC | 74,798 | $1.78M | 0.0% | +8.9% | 0.110% | |
|
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 23,707 | $530K | 0.0% | +19.0% | 0.035% | |
| 5/16/2024 | Waverly Advisors LLC | 80,165 | $1.91M | 0.0% | +1.8% | 0.117% | |
| 5/14/2024 | Northwest Wealth Management LLC | 79,354 | $1.89M | 0.5% | -9.8% | 0.116% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 26,790 | $637K | 0.3% | +100.3% | 0.039% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 58,659 | $1.39M | 0.2% | -13.5% | 0.086% | |
| 5/11/2024 | Patten & Patten Inc. TN | 34,911 | $830K | 0.1% | N/A | 0.051% | |
| 5/10/2024 | Osaic Holdings Inc. | 881,877 | $20.96M | 0.0% | -0.6% | 1.291% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 88,918 | $2.11M | 0.0% | -2.9% | 0.130% | |
| 5/9/2024 | Dearborn Partners LLC | 86,730 | $2.06M | 0.1% | +187.6% | 0.127% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 11,488 | $273K | 0.2% | -6.2% | 0.017% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 27,366 | $650K | 0.0% | +15.9% | 0.040% | |
| 5/8/2024 | Addison Capital Co | 57,372 | $1.36M | 0.7% | +166.0% | 0.084% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 11,098 | $263K | 0.0% | N/A | 0.016% | |
| 5/7/2024 | NTV Asset Management LLC | 86,870 | $2.07M | 0.3% | +11.2% | 0.127% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 29,256 | $695K | 0.0% | +5.1% | 0.043% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 59,632 | $1.42M | 0.0% | +103.2% | 0.087% | |
| 5/6/2024 | MGB Wealth Management LLC | 7,937 | $189K | 0.1% | +19.6% | 0.012% | |
| 5/6/2024 | Kades & Cheifetz LLC | 39,970 | $950K | 0.6% | -6.2% | 0.059% | |
| 5/6/2024 | Advisory Alpha LLC | 1,952,413 | $46.41M | 1.9% | +5.4% | 2.859% | |
| 5/4/2024 | Valley Wealth Managers Inc. | 17,405 | $414K | 0.0% | -12.8% | 0.025% | |
| 5/3/2024 | Whittier Trust Co. of Nevada Inc. | 92,893 | $2.21M | 0.1% | -3.8% | 0.136% | |
| 5/3/2024 | Whittier Trust Co. | 156,659 | $3.72M | 0.1% | -1.2% | 0.229% | |
| 5/2/2024 | Financial Counselors Inc. | 53,812 | $1.28M | 0.0% | -18.4% | 0.079% | |
| 5/2/2024 | FinTrust Capital Advisors LLC | 15,959 | $379K | 0.1% | -51.3% | 0.023% | |
| 5/2/2024 | Graypoint LLC | 92,683 | $2.20M | 0.2% | -62.8% | 0.136% | |
| 5/1/2024 | 1834 Investment Advisors Co. | 35,719 | $849K | 0.1% | -68.6% | 0.052% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 180,292 | $4.29M | 0.0% | -43.1% | 0.264% | |
| 5/1/2024 | BNP Paribas Financial Markets | 3,005 | $71K | 0.0% | +75,025.0% | 0.004% | |
| 5/1/2024 | Klingman & Associates LLC | 25,774 | $613K | 0.0% | -2.9% | 0.038% | |
| 5/1/2024 | Retirement Group LLC | 9,179 | $218K | 0.1% | +14.5% | 0.013% | |
| 5/1/2024 | Wambolt & Associates LLC | 10,533 | $251K | 0.1% | -63.1% | 0.015% | |
| 5/1/2024 | SeaBridge Investment Advisors LLC | 178,677 | $4.25M | 1.1% | +2.6% | 0.262% | |
| 4/30/2024 | HB Wealth Management LLC | 25,021 | $595K | 0.0% | -11.7% | 0.037% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 449,304 | $10.68M | 0.0% | +161.8% | 0.658% | |
Trump’s Gift Could Unleash $51 Billion in New Wealth (Ad) In January 2021, Donald Trump silently rolled out a special gift to the American public…
One that top house republicans called “The Key To America’s Economic Future”. You just have to make this simple move before July 30, 2024. |
| 4/29/2024 | Spectrum Asset Management Inc. | 72,916 | $1.73M | 3.0% | -79.9% | 0.107% | |
| 4/29/2024 | Benjamin Edwards Inc. | 59,145 | $1.41M | 0.3% | +62.5% | 0.087% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 456,791 | $10.86M | 0.2% | +111.6% | 0.671% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 41,897 | $996K | 0.0% | -9.2% | 0.062% | |
| 4/26/2024 | Cottonwood Capital Advisors LLC | 174,136 | $4.08M | 3.2% | -5.8% | 0.256% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 111,099 | $2.64M | 0.0% | +24.4% | 0.163% | |
| 4/24/2024 | Activest Wealth Management | 58,280 | $1.39M | 0.7% | +74.9% | 0.086% | |
| 4/23/2024 | Global Retirement Partners LLC | 56,141 | $1.33M | 0.0% | +42.3% | 0.082% | |
| 4/23/2024 | Fifth Third Bancorp | 7,950 | $189K | 0.0% | -8.6% | 0.012% | |
| 4/23/2024 | Duncker Streett & Co. Inc. | 115,604 | $2.75M | 0.5% | -7.3% | 0.170% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 61,691 | $1.47M | 0.0% | +9.9% | 0.091% | |
| 4/22/2024 | Nilsine Partners LLC | 156,952 | $3.73M | 0.5% | +12.5% | 0.230% | |
| 4/22/2024 | PFG Investments LLC | 16,820 | $400K | 0.0% | N/A | 0.025% | |
| 4/22/2024 | BTS Asset Management Inc. | 15,337 | $365K | 0.3% | +7.0% | 0.023% | |
| 4/22/2024 | Ashton Thomas Private Wealth LLC | 322,374 | $7.66M | 0.4% | +29.2% | 0.473% | |
| 4/19/2024 | Kovack Advisors Inc. | 8,620 | $205K | 0.0% | N/A | 0.013% | |
| 4/19/2024 | Evolution Wealth Advisors LLC | 436,032 | $10.36M | 2.0% | +0.3% | 0.640% | |
| 4/18/2024 | Synergy Asset Management LLC | 317,802 | $7.55M | 1.3% | N/A | 0.467% | |
| 4/16/2024 | Courier Capital LLC | 33,299 | $792K | 0.1% | -2.7% | 0.049% | |
| 4/16/2024 | Seed Wealth Management Inc. | 128,958 | $3.07M | 2.9% | -13.0% | 0.189% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 57,985 | $1.38M | 0.0% | -9.2% | 0.085% | |
| 4/15/2024 | Windsor Capital Management LLC | 322,029 | $7.66M | 2.4% | +10.2% | 0.473% | |
| 4/15/2024 | Disciplined Investments LLC | 12,863 | $306K | 0.2% | N/A | 0.019% | |
| 4/15/2024 | Sound Income Strategies LLC | 3,996 | $95K | 0.0% | +33.4% | 0.006% | |
| 4/11/2024 | Cooper Financial Group | 21,515 | $511K | 0.1% | -6.0% | 0.033% | |
| 4/11/2024 | &PARTNERS | 55,110 | $1.29M | 0.2% | -34.8% | 0.084% | |
| 4/11/2024 | Matthew Goff Investment Advisor LLC | 673,280 | $16.00M | 3.2% | -0.2% | 1.020% | |
| 4/10/2024 | Atwood & Palmer Inc. | 8,951 | $213K | 0.0% | -8.9% | 0.014% | |
| 4/10/2024 | Park Avenue Securities LLC | 67,231 | $1.60M | 0.0% | +45.2% | 0.102% | |
| 4/8/2024 | Marion Wealth Management | 14,347 | $341K | 0.1% | -10.5% | 0.022% | |
| 4/8/2024 | RVW Wealth LLC | 28,458 | $676K | 0.1% | -4.3% | 0.043% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 4,255 | $98K | 0.0% | -25.7% | 0.006% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 19,929 | $460K | 0.0% | -15.9% | 0.030% | |
| 3/4/2024 | Vima LLC | 3,364 | $78K | 0.2% | N/A | 0.005% | |
| 2/14/2024 | Northwest Wealth Management LLC | 87,999 | $2.03M | 0.6% | -3.7% | 0.133% | |
| 2/14/2024 | Prudential PLC | 40,500 | $935K | 0.0% | -37.2% | 0.061% | |
| 2/13/2024 | Stephens Inc. AR | 1,425,531 | $32.90M | 0.6% | -0.8% | 2.160% | |
| 2/13/2024 | Belpointe Asset Management LLC | 8,726 | $201K | 0.0% | -23.1% | 0.013% | |
| 2/13/2024 | FinTrust Capital Advisors LLC | 32,766 | $756K | 0.2% | -10.7% | 0.050% | |
| 2/12/2024 | Vectors Research Management LLC | 35,267 | $814K | 0.1% | -7.7% | 0.053% | |
| 2/12/2024 | Tradition Wealth Management LLC | 86,262 | $1.99M | 0.2% | +5.9% | 0.131% | |
| 2/12/2024 | Boston Family Office LLC | 339,984 | $7.85M | 0.6% | +9.0% | 0.515% | |
| 2/12/2024 | J. W. Coons Advisors LLC | 28,465 | $657K | 0.2% | +2.8% | 0.043% | |
| 2/12/2024 | Stifel Financial Corp | 304,780 | $7.03M | 0.0% | +5.4% | 0.462% | |
| 2/12/2024 | Steward Partners Investment Advisory LLC | 43,457 | $1.00M | 0.0% | -6.5% | 0.066% | |
| 2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 9,101 | $210K | 0.0% | N/A | 0.014% | |
| 2/9/2024 | Advisory Services Network LLC | 45,457 | $1.05M | 0.0% | +3.3% | 0.069% | |
| 2/9/2024 | Orion Portfolio Solutions LLC | 91,566 | $2.11M | 0.0% | -30.4% | 0.139% | |
| 2/9/2024 | LWS Wealth Advisors Inc. | 343,633 | $7.93M | 3.0% | +7.6% | 0.521% | |
| 2/9/2024 | Commerce Bank | 8,881 | $205K | 0.0% | N/A | 0.013% | |
Trump’s Gift Could Unleash $51 Billion in New Wealth (Ad) In January 2021, Donald Trump silently rolled out a special gift to the American public…
One that top house republicans called “The Key To America’s Economic Future”. You just have to make this simple move before July 30, 2024. |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 89,298 | $2.06M | 0.0% | -10.3% | 0.135% | |
| 2/9/2024 | Corient Private Wealth LLC | 46,946 | $1.08M | 0.0% | +51.2% | 0.071% | |
| 2/9/2024 | D.A. Davidson & CO. | 33,979 | $784K | 0.0% | +6.0% | 0.051% | |
| 2/9/2024 | Gladstone Institutional Advisory LLC | 16,459 | $380K | 0.0% | +52.3% | 0.025% | |
| 2/9/2024 | UBS Group AG | 2,611,818 | $60.28M | 0.0% | -12.3% | 3.957% | |
| 2/8/2024 | Stelac Advisory Services LLC | 47,319 | $1.09M | 0.6% | -7.2% | 0.072% | |
| 2/8/2024 | Meridian Wealth Management LLC | 148,551 | $3.43M | 0.2% | -1.9% | 0.225% | |
| 2/8/2024 | FCA Corp TX | 115,869 | $2.67M | 0.9% | +5.0% | 0.176% | |
| 2/8/2024 | Addison Capital Co | 21,567 | $498K | 0.3% | N/A | 0.033% | |
| 2/8/2024 | Janney Montgomery Scott LLC | 316,856 | $7.31M | 0.0% | +11.4% | 0.480% | |
