| 5/20/2026 | SOA Wealth Advisors LLC. | 25,662 | $702K | 0.1% | -49.9% | 0.471% | |
| 5/19/2026 | Winnow Wealth LLC | 11,757 | $322K | 0.2% | -11.8% | 0.216% | |
| 5/19/2026 | Centaurus Financial Inc. | 9,235 | $253K | 0.0% | N/A | 0.169% | |
| 5/19/2026 | Arkadios Wealth Advisors | 9,813 | $268K | 0.0% | -4.1% | 0.180% | |
| 5/18/2026 | Sunbelt Securities Inc. | 6,501 | $178K | 0.0% | +76.6% | 0.119% | |
| 5/13/2026 | Cetera Investment Advisers | 109,213 | $2.99M | 0.0% | +7.6% | 2.004% | |
| 5/13/2026 | Signature Equity Partners LLC | 15,643 | $428K | 0.2% | N/A | 0.287% | |
| 4/30/2026 | Kestra Advisory Services LLC | 41,432 | $1.13M | 0.0% | +58.5% | 0.760% | |
| 4/27/2026 | BIP Wealth LLC | 298,593 | $8.17M | 0.3% | N/A | 5.479% | |
| 4/22/2026 | Ifrah Financial Services Inc. | 31,488 | $861K | 0.2% | -2.9% | 0.578% | |
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| 4/22/2026 | Janney Montgomery Scott LLC | 25,000 | $684K | 0.0% | N/A | 0.459% | |
| 4/22/2026 | Spectrum Asset Management Inc. NB CA | 250,672 | $6.86M | 2.2% | N/A | 4.599% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 23,521 | $643K | 0.0% | +5.3% | 0.432% | |
| 4/17/2026 | Brookstone Capital Management | 20,456 | $560K | 0.0% | -2.4% | 0.375% | |
| 4/16/2026 | Balboa Wealth Partners | 7,438 | $203K | 0.0% | N/A | 0.136% | |
| 2/18/2026 | EP Wealth Advisors LLC | 13,074 | $353K | 0.0% | N/A | 0.240% | |
| 2/18/2026 | Crusonia Wealth Advisors LLC | 20,361 | $550K | 0.1% | N/A | 0.374% | |
| 2/18/2026 | OLD Mission Capital LLC | 19,784 | $535K | 0.0% | -17.2% | 0.363% | |
| 2/18/2026 | Claro Advisors Inc. | 20,632 | $557K | 0.1% | -4.7% | 0.379% | |
| 2/17/2026 | Cetera Investment Advisers | 101,522 | $2.74M | 0.0% | -4.5% | 1.863% | |
| 2/17/2026 | Osaic Holdings Inc. | 116,584 | $3.15M | 0.0% | -51.5% | 2.139% | |
| 2/17/2026 | Advisory Services Network LLC | 50,728 | $1.37M | 0.0% | +2.0% | 0.931% | |
| 2/16/2026 | Integrity Financial Corp WA | 5,049 | $136K | 0.1% | -37.1% | 0.093% | |
| 2/16/2026 | LM Advisors LLC | 1,586 | $43K | 0.0% | -97.3% | 0.029% | |
| 2/13/2026 | Kestra Advisory Services LLC | 26,136 | $706K | 0.0% | +52.1% | 0.480% | |
| 2/13/2026 | Visionary Wealth Advisors | 44,765 | $1.21M | 0.1% | -0.8% | 0.821% | |
| 2/12/2026 | HRT Financial LP | 8,430 | $227K | 0.0% | N/A | 0.155% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 252,193 | $6.81M | 0.0% | -1.5% | 4.627% | |
| 2/11/2026 | Winnow Wealth LLC | 13,333 | $373K | 0.3% | -12.1% | 0.245% | |
| 2/11/2026 | LPL Financial LLC | 50,063 | $1.35M | 0.0% | +6.5% | 0.919% | |
| 2/9/2026 | Harbour Investments Inc. | 2,697 | $73K | 0.0% | -41.8% | 0.049% | |
| 2/6/2026 | IFP Advisors Inc | 7,947 | $215K | 0.0% | +10.3% | 0.146% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 1,985 | $54K | 0.0% | -39.8% | 0.036% | |
| 2/3/2026 | Anfield Capital Management LLC | 22,375 | $605K | 0.2% | -2.2% | 0.411% | |
| 2/3/2026 | MGO One Seven LLC | 355,527 | $9.61M | 0.2% | -5.4% | 6.523% | |
| 2/2/2026 | Grantvest Financial Group LLC | 8,924 | $241K | 0.2% | -13.8% | 0.164% | |
| 1/29/2026 | Camelot Portfolios LLC | 2,610 | $71K | 0.0% | N/A | 0.048% | |
| 1/22/2026 | Ifrah Financial Services Inc. | 32,442 | $877K | 0.2% | -2.9% | 0.595% | |
| 1/20/2026 | Westwood Wealth Management | 15,055 | $407K | 0.3% | N/A | 0.276% | |
| 1/20/2026 | SOA Wealth Advisors LLC. | 51,193 | $1.38M | 0.1% | -2.9% | 0.939% | |
Buy this stock today (Ad) Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7.
One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race. Get the name, ticker, and full Hotlist before markets open |
| 1/16/2026 | Legacy Capital Wealth Partners LLC | 154,010 | $4.09M | 0.8% | -6.5% | 2.826% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 22,341 | $605K | 0.0% | +47.7% | 0.410% | |
| 1/15/2026 | Brookstone Capital Management | 20,956 | $566K | 0.0% | -5.4% | 0.385% | |
| 12/2/2025 | IFP Advisors Inc | 7,207 | $189K | 0.0% | -65.3% | 0.132% | |
| 11/19/2025 | Sunbelt Securities Inc. | 3,682 | $97K | 0.0% | +183.2% | 0.068% | |
| 11/18/2025 | Advisory Services Network LLC | 49,725 | $1.31M | 0.0% | +2.6% | 0.912% | |
| 11/17/2025 | Susquehanna International Group LLP | 29,623 | $778K | 0.0% | +7.9% | 0.544% | |
| 11/17/2025 | Mariner LLC | 13,425 | $352K | 0.0% | -7.3% | 0.246% | |
| 11/17/2025 | Citadel Advisors LLC | 40,131 | $1.05M | 0.0% | +74.1% | 0.736% | |
| 11/14/2025 | Raymond James Financial Inc. | 319,160 | $8.38M | 0.0% | -2.1% | 5.856% | |
| 11/13/2025 | PFG Advisors | 9,157 | $240K | 0.0% | N/A | 0.168% | |
| 11/12/2025 | Focus Partners Advisor Solutions LLC | 8,218 | $218K | 0.0% | N/A | 0.151% | |
| 11/6/2025 | Integrity Financial Corp WA | 8,027 | $211K | 0.1% | -84.7% | 0.147% | |
| 11/4/2025 | Grantvest Financial Group LLC | 10,358 | $272K | 0.2% | -5.5% | 0.190% | |
| 11/4/2025 | Uptick Partners LLC | 17,505 | $460K | 0.1% | -10.2% | 0.321% | |
| 11/4/2025 | Winnow Wealth LLC | 15,171 | $410K | 0.3% | N/A | 0.278% | |
| 10/24/2025 | MGO One Seven LLC | 375,893 | $9.87M | 0.2% | +1.6% | 6.897% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 255,992 | $6.72M | 0.0% | -0.9% | 4.697% | |
| 10/15/2025 | Brookstone Capital Management | 22,156 | $582K | 0.0% | -4.0% | 0.407% | |
| 10/10/2025 | Lionshead Wealth Management LLC | 15,055 | $395K | 0.3% | -48.7% | 0.276% | |
| 10/8/2025 | Ignite Planners LLC | 8,355 | $219K | 0.0% | -8.4% | 0.153% | |
| 9/4/2025 | Osaic Holdings Inc. | 261,993 | $6.68M | 0.0% | +42.9% | 4.807% | |
| 8/19/2025 | Advisory Services Network LLC | 48,485 | $1.23M | 0.0% | +29.7% | 0.890% | |
| 8/15/2025 | Visionary Wealth Advisors | 45,229 | $1.15M | 0.1% | -23.5% | 0.830% | |
| 8/15/2025 | EP Wealth Advisors LLC | 17,013 | $434K | 0.0% | N/A | 0.312% | |
| 8/14/2025 | Raymond James Financial Inc. | 325,909 | $8.31M | 0.0% | -16.1% | 5.980% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 165,480 | $4.16M | 0.9% | -3.6% | 3.036% | |
| 8/12/2025 | Lionshead Wealth Management LLC | 29,320 | $748K | 0.7% | -1.7% | 0.538% | |
| 8/11/2025 | Anfield Capital Management LLC | 22,875 | $584K | 0.2% | N/A | 0.420% | |
| 8/8/2025 | Cetera Investment Advisers | 208,391 | $5.32M | 0.0% | +9.5% | 3.824% | |
| 8/6/2025 | Maltin Wealth Management Inc. | 8,864 | $226K | 0.1% | N/A | 0.163% | |
| 8/5/2025 | Claro Advisors LLC | 21,877 | $558K | 0.1% | -2.0% | 0.401% | |
| 8/5/2025 | Integrity Financial Corp WA | 52,478 | $1.34M | 0.7% | -26.1% | 0.963% | |
| 8/4/2025 | Creative Financial Designs Inc. ADV | 3,656 | $93K | 0.0% | +38.8% | 0.067% | |
| 8/4/2025 | Spire Wealth Management | 11,988 | $306K | 0.0% | +68.5% | 0.220% | |
| 8/4/2025 | Arkadios Wealth Advisors | 9,625 | $246K | 0.0% | -19.9% | 0.177% | |
| 7/30/2025 | Freedom Investment Management Inc. | 9,983 | $255K | 0.0% | -7.4% | 0.183% | |
| 7/30/2025 | TFB Advisors LLC | 9,607 | $245K | 0.1% | N/A | 0.176% | |
| 7/30/2025 | Brookstone Capital Management | 23,081 | $589K | 0.0% | -3.8% | 0.424% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 17,269 | $441K | 0.0% | +54.9% | 0.317% | |
| 7/29/2025 | Ifrah Financial Services Inc. | 33,794 | $862K | 0.2% | -1.2% | 0.620% | |
| 7/28/2025 | Uptick Partners LLC | 19,503 | $498K | 0.1% | -4.7% | 0.358% | |
| 7/28/2025 | Harbour Investments Inc. | 20,101 | $513K | 0.0% | +23.1% | 0.369% | |
| 7/25/2025 | MGO One Seven LLC | 370,065 | $9.44M | 0.3% | +1.5% | 6.790% | |
| 7/23/2025 | Ignite Planners LLC | 9,120 | $232K | 0.0% | N/A | 0.167% | |
| 7/22/2025 | Diligent Investors LLC | 13,964 | $356K | 0.1% | +21.8% | 0.256% | |
| 7/21/2025 | DHJJ Financial Advisors Ltd. | 10,357 | $264K | 0.1% | +12.5% | 0.190% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 52,608 | $1.34M | 0.1% | +279.2% | 0.965% | |
| 7/14/2025 | Park Avenue Securities LLC | 9,103 | $232K | 0.0% | N/A | 0.167% | |
| 7/11/2025 | Farther Finance Advisors LLC | 4,000 | $102K | 0.0% | N/A | 0.073% | |
The end may be near for these iconic stocks (Ad) Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
| 7/11/2025 | Silver Oak Securities Incorporated | 15,123 | $386K | 0.0% | +20.1% | 0.277% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 15,913 | $406K | 0.0% | +58.7% | 0.292% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 12,980 | $331K | 0.0% | +3.1% | 0.238% | |
| 7/9/2025 | Sterling Manor Financial LLC | 9,133 | $233K | 0.2% | N/A | 0.168% | |
| 5/14/2025 | Freedom Investment Management Inc. | 10,783 | $258K | 0.0% | +10.9% | 0.211% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,310 | $31K | 0.0% | N/A | 0.026% | |
| 5/14/2025 | Lionshead Wealth Management LLC | 29,815 | $715K | 0.7% | -80.8% | 0.585% | |
| 5/13/2025 | Raymond James Financial Inc. | 388,549 | $9.31M | 0.0% | -9.8% | 7.619% | |
| 5/12/2025 | Sloy Dahl & Holst LLC | 8,500 | $204K | 0.0% | N/A | 0.167% | |
| 5/12/2025 | Integrity Financial Corp WA | 71,050 | $1.70M | 1.0% | -3.3% | 1.393% | |