| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 45,118 | $3.14M | 0.1% | -11.5% | 0.033% | |
| 7/1/2026 | Eastern Bank | 1,184 | $82K | 0.0% | -30.3% | 0.001% | |
| 6/18/2026 | Western Wealth Management LLC | 32,307 | $2.02M | 0.1% | N/A | 0.024% | |
| 6/9/2026 | Rathbones Group PLC | 102,969 | $6.45M | 0.0% | +2.3% | 0.075% | |
| 5/19/2026 | Western Wealth Management LLC | 32,307 | $2.02M | 0.1% | N/A | 0.024% | |
| 5/19/2026 | NewEdge Advisors LLC | 10,763 | $674K | 0.0% | -70.8% | 0.008% | |
| 5/19/2026 | Bank of America Corp DE | 8,539,311 | $534.90M | 0.0% | +12.3% | 6.256% | |
| 5/19/2026 | Arkadios Wealth Advisors | 37,084 | $2.32M | 0.0% | +325.0% | 0.027% | |
| 5/18/2026 | Amundi | 9,923 | $622K | 0.0% | -4.6% | 0.007% | |
| 5/18/2026 | Royal Bank of Canada | 11,862,280 | $743.05M | 0.1% | +113.9% | 8.690% | |
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| 5/18/2026 | Evelyn Partners Asset Management Ltd | 932 | $58K | 0.0% | N/A | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 77,295 | $4.84M | 0.0% | -4.3% | 0.057% | |
| 5/16/2026 | SummitTX Capital L.P. | 3,400 | $213K | 0.0% | N/A | 0.002% | |
| 5/16/2026 | Lazard Asset Management LLC | 5,257 | $329K | 0.0% | +3.9% | 0.004% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 5,000 | $313K | 0.0% | N/A | 0.004% | |
| 5/15/2026 | Waverly Advisors LLC | 8,264 | $518K | 0.0% | +3.9% | 0.006% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 18,283 | $1.15M | 0.6% | N/A | 0.013% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 419,834 | $26.30M | 0.0% | +8,264.9% | 0.308% | |
| 5/14/2026 | Gibbs Wealth Management | 7,276 | $456K | 0.1% | +60.7% | 0.005% | |
| 5/14/2026 | Sei Investments Co. | 6,062 | $380K | 0.0% | -38.5% | 0.004% | |
| 5/14/2026 | Lido Advisors LLC | 4,197 | $263K | 0.0% | -26.6% | 0.003% | |
| 5/13/2026 | Cetera Investment Advisers | 310,456 | $19.45M | 0.0% | +98.7% | 0.227% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 73,680 | $4.62M | 2.9% | +1.6% | 0.054% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 110,347 | $6.91M | 0.0% | -6.5% | 0.081% | |
| 5/8/2026 | Madison Asset Management LLC | 82,862 | $5.19M | 0.1% | -65.1% | 0.061% | |
| 5/7/2026 | Balefire LLC | 8,058 | $505K | 0.1% | +15.0% | 0.006% | |
| 5/6/2026 | Dorsey Wright & Associates | 107,812 | $6.75M | 0.8% | +113.7% | 0.079% | |
| 5/6/2026 | Simon Quick Advisors LLC | 153,198 | $9.60M | 0.4% | -5.7% | 0.112% | |
| 5/6/2026 | Assetmark Inc. | 1,331 | $83K | 0.0% | +31.4% | 0.001% | |
| 5/6/2026 | Goodman Financial Corp | 268,505 | $16.82M | 2.9% | +0.8% | 0.197% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 1,833,484 | $114.85M | 0.2% | -32.6% | 1.343% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 103,117 | $6.46M | 0.3% | +151.8% | 0.076% | |
| 5/6/2026 | Frazier Financial Advisors LLC | 669 | $42K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | Wealthfront Advisers LLC | 11,713 | $734K | 0.0% | +15.4% | 0.009% | |
| 5/5/2026 | Bank of New York Mellon Corp | 10,223 | $640K | 0.0% | +28.3% | 0.007% | |
| 5/5/2026 | IMC Chicago LLC | 3,201 | $201K | 0.0% | N/A | 0.002% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 6,606 | $414K | 0.0% | +94.5% | 0.005% | |
| 5/5/2026 | Sanctuary Advisors LLC | 125,857 | $7.88M | 0.0% | +0.3% | 0.092% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 21,098 | $1.32M | 0.1% | -22.4% | 0.015% | |
| 5/4/2026 | AMG National Trust Bank | 130,373 | $8.17M | 0.2% | -0.6% | 0.096% | |
Elon Musk on His New Invention: “An Infinite Money Glitch.” (Ad) Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call.
They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months.
Brown and Chaikin have released the full details for investors who want to get ahead of it. See Jeff Brown and Marc Chaikin's full analysis and next steps here |
| 5/4/2026 | Legacy Capital Group California Inc. | 24,318 | $1.52M | 0.6% | -2.1% | 0.018% | |
| 5/4/2026 | Bleakley Financial Group LLC | 48,504 | $3.04M | 0.0% | -0.9% | 0.036% | |
| 5/2/2026 | International Assets Investment Management LLC | 8,091 | $514K | 0.0% | -22.2% | 0.006% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 37,674 | $2.36M | 0.0% | N/A | 0.028% | |
| 5/1/2026 | Fifth Third Bancorp | 23,398 | $1.47M | 0.0% | +828.5% | 0.017% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 21,843 | $1.37M | 0.0% | +5.0% | 0.016% | |
| 4/30/2026 | Hsbc Holdings PLC | 33,738 | $2.11M | 0.0% | -4.2% | 0.025% | |
| 4/30/2026 | Kestra Advisory Services LLC | 7,550 | $473K | 0.0% | +20.5% | 0.006% | |
| 4/29/2026 | Lmcg Investments LLC | 293,166 | $18.36M | 1.1% | +31.1% | 0.215% | |
| 4/29/2026 | Prossimo Advisors LLC | 5,856 | $367K | 2.2% | N/A | 0.004% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 8,645 | $542K | 0.0% | +16.1% | 0.006% | |
| 4/29/2026 | United Asset Strategies Inc. | 7,008 | $439K | 0.0% | +101.8% | 0.005% | |
| 4/28/2026 | Fortitude Advisory Group L.L.C. | 4,481 | $281K | 0.1% | N/A | 0.003% | |
| 4/28/2026 | Ascentis Independent Advisors | 29,074 | $1.82M | 0.1% | N/A | 0.021% | |
| 4/28/2026 | WBH Advisory Inc. | 17,568 | $1.12M | 0.1% | -1.2% | 0.013% | |
| 4/27/2026 | World Investment Advisors | 8,300 | $520K | 0.0% | +50.3% | 0.006% | |
| 4/27/2026 | Private Advisor Group LLC | 4,883 | $306K | 0.0% | -6.0% | 0.004% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 90,251 | $5.65M | 0.1% | +758.7% | 0.066% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 4,103 | $257K | 0.0% | N/A | 0.003% | |
| 4/23/2026 | Moss Adams Wealth Advisors LLC | 3,531 | $221K | 0.0% | -37.2% | 0.003% | |
| 4/23/2026 | Brown Miller Wealth Management LLC | 8,645 | $542K | 0.2% | +16.1% | 0.006% | |
| 4/23/2026 | Apollon Wealth Management LLC | 4,919 | $308K | 0.0% | +4.0% | 0.004% | |
| 4/22/2026 | Wallington Asset Management LLC | 230,377 | $14.43M | 1.9% | -3.5% | 0.169% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 5,168 | $324K | 0.0% | N/A | 0.004% | |
| 4/21/2026 | Maridea Wealth Management LLC | 3,290 | $206K | 0.0% | N/A | 0.002% | |
| 4/21/2026 | OLD National Bancorp IN | 12,377 | $775K | 0.0% | +15.9% | 0.009% | |
| 4/21/2026 | Contravisory Investment Management Inc. | 18,451 | $1.16M | 0.2% | -4.6% | 0.014% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 26,941 | $1.69M | 0.0% | +601.2% | 0.020% | |
| 4/18/2026 | Nottingham Advisors Inc. | 79,198 | $4.96M | 0.6% | +1.1% | 0.058% | |
| 4/17/2026 | Sterling Investment Counsel LLC | 16,913 | $1.06M | 0.3% | N/A | 0.012% | |
| 4/16/2026 | SG Americas Securities LLC | 7,461 | $467K | 0.0% | -79.4% | 0.005% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 10,950 | $686K | 0.4% | +15.2% | 0.008% | |
| 4/16/2026 | Polianta Ltd | 234,700 | $14.70M | 2.0% | N/A | 0.172% | |
| 3/20/2026 | Hsbc Holdings PLC | 35,220 | $2.26M | 0.0% | N/A | 0.026% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 91,252 | $5.85M | 0.0% | +0.4% | 0.067% | |
| 3/13/2026 | World Investment Advisors | 5,521 | $354K | 0.0% | N/A | 0.004% | |
| 3/9/2026 | Corient Private Wealth LLC | 191,223 | $12.26M | 0.0% | -4.1% | 0.140% | |
| 3/6/2026 | Hsbc Holdings PLC | 35,220 | $2.26M | 0.0% | N/A | 0.026% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 1,201 | $77K | 0.1% | N/A | 0.001% | |
| 3/5/2026 | Bayban | 1,999 | $128K | 0.1% | N/A | 0.001% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 13,107 | $840K | 0.0% | +178.5% | 0.010% | |
| 2/23/2026 | MV Capital Management Inc. | 64,445 | $4.13M | 0.4% | N/A | 0.047% | |
| 2/20/2026 | Dorsey Wright & Associates | 50,450 | $3.23M | 0.7% | +1.5% | 0.037% | |
| 2/20/2026 | Kovitz Investment Group Partners LLC | 399,572 | $25.61M | 0.6% | +109.5% | 0.293% | |
| 2/19/2026 | Corient Private Wealth LLC | 191,223 | $12.26M | 0.0% | -4.1% | 0.140% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 18,281 | $1.17M | 0.0% | +428.8% | 0.013% | |
| 2/18/2026 | Caitlin John LLC | 28,253 | $1.81M | 1.2% | -20.0% | 0.021% | |
| 2/18/2026 | NewEdge Advisors LLC | 36,875 | $2.36M | 0.0% | -23.8% | 0.027% | |
| 2/18/2026 | XTX Topco Ltd | 3,230 | $207K | 0.0% | N/A | 0.002% | |
| 2/18/2026 | Toronto Dominion Bank | 21,670 | $1.39M | 0.0% | -54.9% | 0.016% | |
Trump’s New Currency Reset (Ad) Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. Watch the documentary briefing and find out which side you land on |
| 2/18/2026 | Quadrature Capital Ltd | 15,609 | $1.00M | 0.0% | N/A | 0.011% | |
| 2/18/2026 | Millennium Management LLC | 58,718 | $3.76M | 0.0% | N/A | 0.043% | |
| 2/18/2026 | Banco Bilbao Vizcaya Argentaria S.A. | 102,303 | $6.57M | 0.0% | +19.0% | 0.075% | |
| 2/18/2026 | 1607 Capital Partners LLC | 490,986 | $31.47M | 2.1% | -26.7% | 0.360% | |
| 2/17/2026 | EFG International AG | 12,898 | $827K | 0.0% | N/A | 0.009% | |
| 2/17/2026 | Lazard Asset Management LLC | 5,062 | $324K | 0.0% | -10.9% | 0.004% | |
| 2/17/2026 | Cetera Investment Advisers | 156,234 | $10.02M | 0.0% | +144.5% | 0.114% | |
| 2/17/2026 | Equitable Holdings Inc. | 10,205 | $654K | 0.0% | +2.9% | 0.007% | |
| 2/17/2026 | Amundi | 10,403 | $667K | 0.0% | -2.1% | 0.008% | |
| 2/17/2026 | Miller Capital Partners Inc. | 522 | $33K | 0.0% | N/A | 0.000% | |