| 10/14/2026 | Thurston Springer Miller Herd & Titak Inc. | 785 | $84K | 0.1% | N/A | 0.001% | |
| 10/14/2026 | Ulland Investment Advisors LLC | 9,658 | $1.03M | 0.7% | -1.5% | 0.009% | |
| 10/13/2026 | Steel Grove Capital Advisors LLC | 3,032 | $323K | 0.0% | N/A | 0.003% | |
| 10/10/2026 | Valley Wealth Managers Inc. | 35,393 | $3.77M | 0.2% | N/A | 0.032% | |
| 10/9/2026 | Allen Mooney & Barnes Investment Advisors LLC | 1,940 | $207K | 0.0% | N/A | 0.002% | |
| 10/8/2026 | Farther Finance Advisors LLC | 32,552 | $3.47M | 0.0% | -25.8% | 0.029% | |
| 10/8/2026 | Meadowbrook Wealth Management LLC | 3,330 | $355K | 0.4% | -18.9% | 0.003% | |
| 10/8/2026 | Westwind Capital | 23,764 | $2.53M | 0.6% | -9.3% | 0.021% | |
| 10/8/2026 | CoreCap Advisors LLC | 1,144 | $122K | 0.0% | -19.0% | 0.001% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 3,483 | $371K | 0.0% | -11.2% | 0.003% | |
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| 10/8/2026 | Ayalon Insurance Comp Ltd. | 388,765 | $41.40M | 3.6% | +50.2% | 0.349% | |
| 10/6/2026 | Bank of New Hampshire | 305 | $32K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | MassMutual Private Wealth & Trust FSB | 569 | $61K | 0.0% | N/A | 0.001% | |
| 10/2/2026 | Silverleafe Capital Partners LLC | 2,144 | $228K | 0.1% | N/A | 0.002% | |
| 10/2/2026 | GoalVest Advisory LLC | 60,650 | $6.46M | 0.3% | N/A | 0.054% | |
| 10/2/2026 | Planning Strategies Inc. | 7,849 | $836K | 0.5% | +22.9% | 0.007% | |
| 10/1/2026 | Roxbury Financial LLC | 6,000 | $639K | 0.5% | +3.3% | 0.005% | |
| 9/25/2026 | Atomic Invest LLC | 1,853 | $167K | 0.0% | +355.3% | 0.002% | |
| 9/21/2026 | Silicon Valley Capital Partners | 370 | $34K | 0.0% | +208.3% | 0.000% | |
| 9/9/2026 | Cahill Financial Advisors Inc. | 7,911 | $717K | 0.1% | -7.8% | 0.007% | |
| 8/22/2026 | Compass Financial Management LLC | 326 | $32K | 0.0% | N/A | 0.000% | |
| 8/22/2026 | Centrica Wealth Management LLC | 2,150 | $198K | 0.1% | N/A | 0.002% | |
| 8/22/2026 | Meadowbrook Wealth Management LLC | 4,105 | $383K | 0.4% | N/A | 0.004% | |
| 8/22/2026 | Comprehensive Financial Planning Inc. PA | 1,216 | $110K | 0.1% | -13.3% | 0.001% | |
| 8/22/2026 | Kickstand Ventures LLC. | 4,031 | $365K | 0.1% | N/A | 0.004% | |
| 8/21/2026 | Strengthening Families & Communities LLC | 345 | $31K | 0.0% | +134.7% | 0.000% | |
| 8/21/2026 | Tsfg LLC | 1,512 | $137K | 0.0% | +12,500.0% | 0.001% | |
| 8/20/2026 | Oarsman Capital Inc. | 10,618 | $984K | 0.1% | N/A | 0.010% | |
| 8/12/2026 | Compass Financial Management LLC | 326 | $32K | 0.0% | N/A | 0.000% | |
| 8/7/2026 | Trust Co. of Vermont | 495 | $45K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 3,923 | $355K | 0.0% | -52.7% | 0.004% | |
| 7/8/2026 | Aurora Investment Managers LLC. | 76,274 | $6.91M | 4.2% | N/A | 0.068% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 3,900 | $353K | 0.0% | N/A | 0.003% | |
| 7/7/2026 | CoreCap Advisors LLC | 1,112 | $101K | 0.0% | +27.8% | 0.001% | |
| 7/6/2026 | Meadowbrook Wealth Management LLC | 4,105 | $383K | 0.4% | N/A | 0.004% | |
| 7/1/2026 | Roxbury Financial LLC | 5,808 | $526K | 0.4% | +86.1% | 0.005% | |
| 6/15/2026 | J. R. Prunier Capital Management LLC | 6,580 | $527K | 0.2% | -71.0% | 0.006% | |
| 5/19/2026 | Arkadios Wealth Advisors | 13,436 | $1.08M | 0.0% | +580.6% | 0.012% | |
| 5/18/2026 | Sunbelt Securities Inc. | 6,281 | $503K | 0.0% | +5.5% | 0.006% | |
| 5/15/2026 | Turim 21 Investimentos Ltda. | 6,100 | $488K | 0.1% | -86.8% | 0.005% | |
Why major institutions are piling into this digital asset now (Ad) BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid.
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| 5/13/2026 | Dynamic Wealth Strategies LLC | 30,505 | $2.44M | 1.4% | +15.8% | 0.027% | |
| 5/12/2026 | Phillip James Consulting Co. | 750 | $60K | 0.0% | N/A | 0.001% | |
| 5/12/2026 | Clal Insurance Enterprises Holdings Ltd | 929,000 | $74.37M | 0.4% | -46.4% | 0.833% | |
| 5/8/2026 | Mathes Company Inc. | 4,525 | $362K | 0.1% | +4.6% | 0.004% | |
| 5/7/2026 | Hollencrest Capital Management | 371 | $30K | 0.0% | +50.2% | 0.000% | |
| 5/7/2026 | Next Capital Management LLC | 9,611 | $769K | 0.2% | N/A | 0.009% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 34,556 | $2.77M | 0.2% | +2.2% | 0.031% | |
| 5/6/2026 | PeakShares LLC | 5,000 | $400K | 0.4% | N/A | 0.004% | |
| 5/5/2026 | Bank of New York Mellon Corp | 16,920 | $1.35M | 0.0% | +52.7% | 0.015% | |
| 5/4/2026 | Citizens National Bank Trust Department | 9,028 | $723K | 0.1% | -11.5% | 0.008% | |
| 5/4/2026 | Team Financial Group LLC | 2,137 | $171K | 0.1% | N/A | 0.002% | |
| 5/2/2026 | Anchor Investment Management LLC | 794 | $64K | 0.0% | +152.1% | 0.001% | |
| 4/30/2026 | First Horizon Corp | 4,190 | $335K | 0.0% | +363.5% | 0.004% | |
| 4/28/2026 | Collaborative Fund Advisors LLC | 15,635 | $1.25M | 0.8% | N/A | 0.014% | |
| 4/28/2026 | Appleton Partners Inc. MA | 6,340 | $508K | 0.0% | N/A | 0.006% | |
| 4/28/2026 | Whittier Trust Co. | 320 | $26K | 0.0% | -96.3% | 0.000% | |
| 4/28/2026 | Bogart Wealth LLC | 61,571 | $4.93M | 0.2% | +15,487.6% | 0.055% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,148 | $92K | 0.0% | N/A | 0.001% | |
| 4/24/2026 | Root Financial Partners LLC | 805 | $64K | 0.0% | -26.1% | 0.001% | |
| 4/24/2026 | Alexis Investment Partners LLC | 28,650 | $2.22M | 1.5% | N/A | 0.026% | |
| 4/23/2026 | Canoe Financial LP | 750 | $60K | 0.0% | N/A | 0.001% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 250,052 | $20.02M | 0.0% | +24.1% | 0.224% | |
| 4/20/2026 | Provenance Wealth Advisors LLC | 10,170 | $814K | 0.1% | -60.8% | 0.009% | |
| 4/18/2026 | Murphy & Mullick Capital Management Corp | 1,867 | $149K | 0.1% | +128.5% | 0.002% | |
| 4/17/2026 | Roxbury Financial LLC | 3,121 | $250K | 0.2% | N/A | 0.003% | |
| 4/16/2026 | SG Americas Securities LLC | 182,913 | $14.64M | 0.0% | +12,005.4% | 0.164% | |
| 3/2/2026 | Sankala Group LLC | 10,083 | $1.07M | 0.9% | N/A | 0.009% | |
| 2/20/2026 | Sunbelt Securities Inc. | 5,955 | $629K | 0.0% | -4.3% | 0.005% | |
| 2/19/2026 | Plotkin Financial Advisors LLC | 5,170 | $546K | 0.3% | -9.2% | 0.005% | |
| 2/18/2026 | NewEdge Advisors LLC | 66,678 | $7.05M | 0.0% | -30.9% | 0.060% | |
| 2/18/2026 | Toronto Dominion Bank | 9,293 | $982K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | IHT Wealth Management LLC | 10,933 | $1.16M | 0.0% | -10.6% | 0.010% | |
| 2/18/2026 | Align Financial LLC | 102,942 | $10.29M | 0.0% | N/A | 0.092% | |
| 2/17/2026 | Advisory Services Network LLC | 20,185 | $2.13M | 0.0% | -83.3% | 0.018% | |
| 2/17/2026 | Russell Investments Group Ltd. | 1,918 | $203K | 0.0% | -15.8% | 0.002% | |
| 2/17/2026 | Ibex Wealth Advisors | 12,556 | $1.33M | 0.1% | -3.6% | 0.011% | |
| 2/17/2026 | Captrust Financial Advisors | 92,052 | $9.73M | 0.0% | +0.3% | 0.083% | |
| 2/17/2026 | Carret Asset Management LLC | 4,505 | $476K | 0.0% | +5.5% | 0.004% | |
| 2/16/2026 | Resources Management Corp CT ADV | 275 | $29K | 0.0% | +120.0% | 0.000% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 8,308 | $878K | 0.0% | -47.5% | 0.007% | |
| 2/13/2026 | Clal Insurance Enterprises Holdings Ltd | 1,734,000 | $183.27M | 1.2% | -7.8% | 1.554% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 400 | $42K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Colonial Trust Co SC | 1,680 | $178K | 0.0% | -28.7% | 0.002% | |
| 2/12/2026 | Mosley Wealth Management | 8,816 | $1.02M | 0.5% | N/A | 0.008% | |
| 2/12/2026 | Lyell Wealth Management LP | 12,721 | $1.34M | 0.1% | +23.0% | 0.011% | |
| 2/11/2026 | Wellspring Financial Advisors LLC | 1,615,512 | $170.74M | 2.4% | +0.3% | 1.448% | |
| 2/11/2026 | Fortune Financial Group Inc. | 3,876 | $438K | 0.4% | N/A | 0.003% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 201,439 | $21.29M | 0.0% | -20.4% | 0.181% | |
| 2/11/2026 | Eldridge Investment Advisors Inc. | 2,189 | $231K | 0.1% | -71.6% | 0.002% | |
| 2/11/2026 | JPMorgan Chase & Co. | 265,918 | $28.11M | 0.0% | -90.3% | 0.238% | |
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad) A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions.
A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer.
Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider. Click here to see the document and learn protective steps |
| 2/11/2026 | Pinebridge Investments LLC | 3,368 | $356K | 0.0% | N/A | 0.003% | |
| 2/11/2026 | Parallel Advisors LLC | 7,374 | $779K | 0.0% | -4.9% | 0.007% | |
| 2/10/2026 | One Capital Management LLC | 7,534 | $796K | 0.0% | +3.8% | 0.007% | |
| 2/10/2026 | Main Management ETF Advisors LLC | 225,576 | $23.84M | 0.8% | -81.0% | 0.202% | |
| 2/9/2026 | Fisher Asset Management LLC | 686,000 | $72.50M | 0.0% | -8.6% | 0.615% | |
| 2/9/2026 | Mathes Company Inc. | 4,325 | $457K | 0.2% | +4.8% | 0.004% | |
| 2/6/2026 | GPS Wealth Strategies Group LLC | 1,982 | $209K | 0.2% | -86.3% | 0.002% | |
| 2/5/2026 | Western Wealth Management LLC | 6,765 | $715K | 0.0% | +13.4% | 0.006% | |
| 2/4/2026 | Cascades Capital Asset Management LLC | 7,315 | $773K | 0.3% | -9.5% | 0.007% | |
| 2/4/2026 | Valley Wealth Managers Inc. | 33,803 | $3.57M | 0.2% | +0.5% | 0.030% | |