| 7/10/2026 | Sage Capital Advisors llc | 4,194 | $368K | 0.1% | -5.0% | 0.006% | |
| 7/9/2026 | Veery Capital LLC | 3,438 | $302K | 0.1% | +16.9% | 0.005% | |
| 7/9/2026 | Focus Financial Network Inc. | 17,401 | $1.53M | 0.0% | +38.9% | 0.027% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 14,516 | $1.33M | 0.0% | N/A | 0.022% | |
| 7/9/2026 | Lexington Hill Partners LLC | 9,820 | $861K | 0.4% | +1.9% | 0.015% | |
| 7/9/2026 | Breakwater Capital Group | 19,053 | $1.67M | 0.2% | -2.4% | 0.029% | |
| 7/8/2026 | Beaird Harris Wealth Management LLC | 1,037 | $91K | 0.0% | +32.6% | 0.002% | |
| 7/8/2026 | Invariant Investment Management | 2,976 | $266K | 0.2% | +15.9% | 0.005% | |
| 7/8/2026 | Apella Capital LLC | 52,215 | $4.69M | 0.1% | -6.3% | 0.080% | |
| 7/7/2026 | Foster Group Inc. | 14,981 | $1.31M | 0.0% | +0.9% | 0.023% | |
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| 7/7/2026 | McNaughton Wealth Management LLC | 20,506 | $1.80M | 0.6% | -4.6% | 0.031% | |
| 7/7/2026 | CGN Advisors LLC | 23,051 | $2.02M | 0.1% | +1.5% | 0.035% | |
| 7/7/2026 | CoreCap Advisors LLC | 502 | $44K | 0.0% | +94.6% | 0.001% | |
| 7/7/2026 | Pathway Financial Advisors LLC | 2,724 | $242K | 0.0% | -13.4% | 0.004% | |
| 7/7/2026 | Moulton Wealth Management Inc. | 7,247 | $632K | 0.4% | N/A | 0.011% | |
| 7/2/2026 | Versant Capital Management Inc | 11,194 | $982K | 0.1% | +1.9% | 0.017% | |
| 7/2/2026 | CX Institutional | 434 | $38K | 0.0% | -45.3% | 0.001% | |
| 6/18/2026 | Western Wealth Management LLC | 4,694 | $429K | 0.0% | -5.9% | 0.007% | |
| 6/11/2026 | Three Bearings Fiduciary Advisors Inc. | 30,184 | $2.76M | 2.7% | -2.3% | 0.046% | |
| 6/3/2026 | Parallel Advisors LLC | 3,739 | $342K | 0.0% | -81.1% | 0.006% | |
| 6/3/2026 | NewEdge Advisors LLC | 64,759 | $5.92M | 0.0% | -5.7% | 0.099% | |
| 5/27/2026 | Alpha Capital Advisors Inc. ADV | 84,872 | $7.76M | 7.4% | +3.2% | 0.130% | |
| 5/26/2026 | Glenmede Trust Co. NA | 55,572 | $5.08M | 0.0% | -18.2% | 0.085% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 5,098 | $462K | 0.0% | N/A | 0.008% | |
| 5/22/2026 | Verus Capital Partners LLC | 4,244 | $388K | 0.0% | -4.6% | 0.006% | |
| 5/19/2026 | Western Wealth Management LLC | 4,694 | $429K | 0.0% | -5.9% | 0.007% | |
| 5/19/2026 | Bank of America Corp DE | 3,930,058 | $359.09M | 0.0% | -1.6% | 6.018% | |
| 5/19/2026 | Centaurus Financial Inc. | 1,125 | $103K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 5,825 | $532K | 0.1% | N/A | 0.009% | |
| 5/19/2026 | Arkadios Wealth Advisors | 24,903 | $2.28M | 0.0% | -4.3% | 0.038% | |
| 5/18/2026 | Amundi | 350,799 | $32.05M | 0.0% | -10.0% | 0.537% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 379 | $35K | 0.0% | +203.2% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 493,576 | $45.10M | 0.0% | -0.8% | 0.756% | |
| 5/18/2026 | Estate Counselors LLC | 68,581 | $6.27M | 0.6% | -0.3% | 0.105% | |
| 5/16/2026 | Quantinno Capital Management LP | 14,859 | $1.36M | 0.0% | +9.5% | 0.023% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 23,144 | $2.12M | 0.1% | +112.2% | 0.035% | |
| 5/15/2026 | Waverly Advisors LLC | 3,147 | $288K | 0.0% | +5.8% | 0.005% | |
| 5/14/2026 | Renaissance Technologies LLC | 4,100 | $375K | 0.0% | -66.9% | 0.006% | |
| 5/14/2026 | Compound Planning Inc. | 14,264 | $1.30M | 0.0% | +0.9% | 0.022% | |
| 5/14/2026 | Klingman & Associates LLC | 22,541 | $2.06M | 0.1% | -0.7% | 0.035% | |
Oxford Club Analyst’s Urgent AI Warning (Ad) Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be.
Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late. Watch Green's private presentation and see his full AI prediction |
| 5/14/2026 | Sei Investments Co. | 669,093 | $61.14M | 0.1% | +0.2% | 1.025% | |
| 5/14/2026 | Lido Advisors LLC | 12,777 | $1.17M | 0.0% | +1.0% | 0.020% | |
| 5/13/2026 | Cetera Investment Advisers | 356,879 | $32.61M | 0.0% | +2.5% | 0.547% | |
| 5/13/2026 | NewEdge Wealth LLC | 4,685 | $428K | 0.0% | +6.7% | 0.007% | |
| 5/12/2026 | Bellwether Advisors LLC | 17,576 | $1.61M | 0.3% | -1.9% | 0.027% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 49,146 | $4.49M | 0.0% | -2.8% | 0.075% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 80,933 | $7.40M | 0.8% | -5.3% | 0.124% | |
| 5/7/2026 | Parallel Advisors LLC | 3,739 | $342K | 0.0% | -81.1% | 0.006% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 5,000 | $457K | 0.1% | N/A | 0.008% | |
| 5/6/2026 | IMA Advisory Services Inc. | 37,209 | $3.40M | 0.3% | -6.7% | 0.057% | |
| 5/6/2026 | Ceera Investments LLC | 4,090 | $374K | 0.2% | +7.3% | 0.006% | |
| 5/6/2026 | Frontier Asset Management LLC | 25,802 | $2.36M | 0.5% | N/A | 0.040% | |
| 5/6/2026 | Assetmark Inc. | 420,714 | $38.44M | 0.1% | -2.1% | 0.644% | |
| 5/6/2026 | SteelPeak Wealth LLC | 3,648 | $333K | 0.0% | +7.2% | 0.006% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 582 | $53K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Independent Financial Group LLC | 8,687 | $794K | 0.0% | N/A | 0.013% | |
| 5/5/2026 | D.A. Davidson & CO. | 27,863 | $2.55M | 0.0% | -2.5% | 0.043% | |
| 5/5/2026 | Bank of New York Mellon Corp | 21,131 | $1.93M | 0.0% | -1.5% | 0.032% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 213,922 | $19.55M | 0.5% | +98.8% | 0.328% | |
| 5/5/2026 | Sanctuary Advisors LLC | 17,436 | $1.59M | 0.0% | -7.8% | 0.027% | |
| 5/4/2026 | Archer Investment Corp | 503 | $46K | 0.0% | -68.7% | 0.001% | |
| 5/4/2026 | Citizens National Bank Trust Department | 5,214 | $476K | 0.1% | -8.4% | 0.008% | |
| 5/4/2026 | Hibernia Wealth Partners LLC | 8,784 | $803K | 0.2% | +4.1% | 0.013% | |
| 5/2/2026 | Anchor Investment Management LLC | 67,369 | $6.16M | 0.5% | +5.9% | 0.103% | |
| 5/2/2026 | Diversify Wealth Management LLC | 29,096 | $2.62M | 0.0% | N/A | 0.045% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 14,386 | $1.31M | 0.0% | -1.5% | 0.022% | |
| 5/1/2026 | Midwest Trust Co | 3,015 | $275K | 0.0% | -9.3% | 0.005% | |
| 5/1/2026 | Fifth Third Bancorp | 111,122 | $10.15M | 0.0% | +5,456.1% | 0.170% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 37,163 | $3.40M | 0.0% | -16.4% | 0.057% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 7,772 | $710K | 0.1% | -4.3% | 0.012% | |
| 4/30/2026 | Mosaic Family Wealth Partners LLC | 8,280 | $757K | 0.1% | -14.9% | 0.013% | |
| 4/30/2026 | Kestra Advisory Services LLC | 35,182 | $3.22M | 0.0% | +15.7% | 0.054% | |
| 4/29/2026 | American Wealth Advisors LLC | 3,957 | $362K | 0.4% | +6.7% | 0.006% | |
| 4/29/2026 | Integrated Advisors Network LLC | 4,574 | $418K | 0.0% | +2.9% | 0.007% | |
| 4/28/2026 | Kathmere Capital Management LLC | 5,676 | $519K | 0.0% | +31.1% | 0.009% | |
| 4/28/2026 | Whittier Trust Co. | 2,134 | $197K | 0.0% | +30.6% | 0.003% | |
| 4/28/2026 | Berger Financial Group Inc | 20,000 | $1.83M | 0.1% | -2.7% | 0.031% | |
| 4/28/2026 | Bravias Capital Group LLC | 2,194 | $200K | 0.1% | N/A | 0.003% | |
| 4/27/2026 | Syntegra Private Wealth Group LLC | 4,007 | $366K | 0.0% | +5.9% | 0.006% | |
| 4/27/2026 | World Investment Advisors | 58,288 | $5.33M | 0.1% | -1.9% | 0.089% | |
| 4/27/2026 | Private Advisor Group LLC | 58,935 | $5.39M | 0.0% | +28.7% | 0.090% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 4,294 | $392K | 0.0% | -58.1% | 0.007% | |
| 4/27/2026 | VAUGHAN & Co SECURITIES INC. | 31,237 | $2.85M | 1.5% | -1.5% | 0.048% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 2,256 | $206K | 0.0% | N/A | 0.003% | |
| 4/25/2026 | Livet Wealth LLC | 4,417 | $404K | 0.3% | -3.5% | 0.007% | |
| 4/25/2026 | Physician Wealth Advisors Inc. | 33,362 | $3.05M | 0.4% | -3.0% | 0.051% | |
| 4/24/2026 | Global Trust Asset Management LLC | 750 | $69K | 0.0% | +50.0% | 0.001% | |
| 4/23/2026 | Premier Path Wealth Partners LLC | 8,026 | $733K | 0.1% | -4.5% | 0.012% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 3,797 | $347K | 0.0% | -9.0% | 0.006% | |
| 4/23/2026 | EWA LLC | 4,522 | $413K | 0.1% | +7.7% | 0.007% | |
Universal basic income is not impossible. It exist (kind of) (Ad) Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income Plan - direct ownership in 14 entities controlling U.S. pipelines, terminals, and processing plants, targeting 10% annually.
The plan issues 42 payouts per year and is on pace to distribute $53 billion in 2025 - a record. The next distribution drops in days. See how to enroll in the Patriot Income Plan before the next payout |
| 4/23/2026 | Apollon Wealth Management LLC | 2,584 | $236K | 0.0% | -4.6% | 0.004% | |
| 4/22/2026 | TPG Advisors LLC | 16,436 | $1.50M | 0.9% | -6.0% | 0.025% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 14,724 | $1.35M | 0.0% | -9.6% | 0.023% | |
| 4/21/2026 | Armbruster Capital Management Inc. | 221,426 | $20.23M | 3.3% | +1.0% | 0.339% | |
| 4/21/2026 | Foster & Motley Inc. | 10,846 | $991K | 0.1% | -6.3% | 0.017% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 14,380 | $1.31M | 0.1% | N/A | 0.022% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 3,880 | $354K | 0.0% | -4.0% | 0.006% | |
| 4/20/2026 | Breakwater Capital Group | 19,516 | $1.78M | 0.2% | +0.6% | 0.030% | |
| 4/20/2026 | Friedenthal Financial | 22,482 | $2.05M | 1.0% | -1.3% | 0.034% | |
| 4/20/2026 | Apella Capital LLC | 55,707 | $5.20M | 0.1% | -10.5% | 0.085% | |