| 6/3/2026 | Parallel Advisors LLC | 7,900 | $333K | 0.0% | +13.8% | 0.136% | |
| 5/19/2026 | Bank of America Corp DE | 37,476 | $1.58M | 0.0% | -15.0% | 0.645% | |
| 5/19/2026 | Strait & Sound Wealth Management LLC | 14,240 | $600K | 0.2% | +2.4% | 0.245% | |
| 5/7/2026 | Parallel Advisors LLC | 7,900 | $333K | 0.0% | +13.8% | 0.136% | |
| 5/5/2026 | Wealthfront Advisers LLC | 5,339 | $225K | 0.0% | -5.2% | 0.092% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 77,910 | $3.26M | 0.0% | +49.1% | 1.341% | |
| 5/4/2026 | Y.D. More Investments Ltd | 149,894 | $6.26M | 0.2% | +4.4% | 2.580% | |
| 4/28/2026 | Value Investment Professionals LLC | 5,525 | $233K | 0.1% | N/A | 0.094% | |
| 4/27/2026 | Osborne Partners Capital Management LLC | 618,608 | $26.08M | 1.4% | +1.5% | 10.521% | |
| 4/23/2026 | Apollon Wealth Management LLC | 24,031 | $1.01M | 0.0% | +7.8% | 0.409% | |
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| 2/19/2026 | Hamilton Wealth LLC | 193,156 | $8.81M | 1.7% | +2.2% | 3.193% | |
| 2/17/2026 | Equitable Holdings Inc. | 5,068 | $231K | 0.0% | -4.4% | 0.084% | |
| 2/17/2026 | Osaic Holdings Inc. | 77,804 | $3.55M | 0.0% | -10.8% | 1.286% | |
| 2/17/2026 | Royal Bank of Canada | 26,025 | $1.19M | 0.0% | -2.5% | 0.430% | |
| 2/13/2026 | Marshall Wace LLP | 6,164 | $281K | 0.0% | +27.8% | 0.102% | |
| 2/13/2026 | Stifel Financial Corp | 4,833 | $220K | 0.0% | -81.7% | 0.080% | |
| 2/12/2026 | Jane Street Group LLC | 59,781 | $2.73M | 0.0% | -33.0% | 0.988% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 89,991 | $4.11M | 0.0% | +1,484.6% | 1.487% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 975 | $44K | 0.0% | N/A | 0.016% | |
| 2/12/2026 | Bank of Montreal Can | 9,134 | $417K | 0.0% | -4.2% | 0.151% | |
| 2/11/2026 | LPL Financial LLC | 92,059 | $4.20M | 0.0% | +10.5% | 1.522% | |
| 2/11/2026 | Mascagni Wealth Management Inc. | 8,092 | $369K | 0.3% | -3.7% | 0.134% | |
| 2/11/2026 | Parallel Advisors LLC | 6,940 | $317K | 0.0% | N/A | 0.115% | |
| 2/10/2026 | Avestar Capital LLC | 20,232 | $923K | 0.1% | N/A | 0.334% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 807 | $37K | 0.0% | +707.0% | 0.013% | |
| 2/4/2026 | Strait & Sound Wealth Management LLC | 13,903 | $634K | 0.2% | +5.7% | 0.230% | |
| 1/30/2026 | Wealthfront Advisers LLC | 5,634 | $257K | 0.0% | -8.4% | 0.093% | |
| 1/27/2026 | Osborne Partners Capital Management LLC | 609,314 | $27.80M | 1.4% | -2.2% | 10.071% | |
| 1/22/2026 | Apollon Wealth Management LLC | 22,283 | $1.02M | 0.0% | +13.8% | 0.368% | |
| 1/21/2026 | Y.D. More Investments Ltd | 143,564 | $6.56M | 0.3% | +13.5% | 2.373% | |
| 1/16/2026 | Genesee Capital Advisors LLC | 39,962 | $1.82M | 0.7% | -3.9% | 0.661% | |
| 1/15/2026 | Nikulski Financial Inc. | 6,950 | $317K | 0.1% | N/A | 0.115% | |
| 1/14/2026 | Global View Capital Management LLC | 29,352 | $1.34M | 0.2% | -19.9% | 0.485% | |
| 1/14/2026 | Spire Wealth Management | 950 | $43K | 0.0% | +72.7% | 0.016% | |
| 11/17/2025 | Hamilton Wealth LLC | 189,059 | $8.46M | 1.8% | -0.6% | 2.987% | |
| 11/17/2025 | Flow Traders U.S. LLC | 5,323 | $238K | 0.0% | -95.0% | 0.084% | |
| 11/17/2025 | Bank of America Corp DE | 36,276 | $1.62M | 0.0% | +6.6% | 0.573% | |
| 11/12/2025 | Laffer Tengler Investments Inc. | 5,293 | $237K | 0.0% | -32.3% | 0.084% | |
| 11/10/2025 | Y.D. More Investments Ltd | 126,534 | $5.66M | 0.3% | +27.2% | 1.999% | |
| 11/6/2025 | Atria Investments Inc | 43,919 | $1.97M | 0.0% | -6.9% | 0.694% | |
Elon's next move will be bigger than the IPO – and it could happen any day now (Ad) Hedge fund legend Larry Benedict - who delivered a 279% return on cash in 2025 and went on a 20-year winning streak - says the SpaceX IPO wasn't the main event. It was the trigger.
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| 11/6/2025 | Wealthfront Advisers LLC | 6,151 | $275K | 0.0% | -7.9% | 0.097% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 18,342 | $821K | 0.0% | +4.7% | 0.285% | |
| 11/3/2025 | AE Wealth Management LLC | 1,705 | $76K | 0.0% | +668.0% | 0.026% | |
| 10/30/2025 | Osborne Partners Capital Management LLC | 622,931 | $27.88M | 1.4% | -0.7% | 9.673% | |
| 10/29/2025 | Global View Capital Management LLC | 36,656 | $1.64M | 0.3% | +114.1% | 0.569% | |
| 10/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 52,249 | $2.31M | 0.0% | N/A | 0.811% | |
| 10/23/2025 | Spire Wealth Management | 550 | $25K | 0.0% | +83.3% | 0.009% | |
| 10/17/2025 | Apollon Wealth Management LLC | 19,587 | $877K | 0.0% | +2.5% | 0.304% | |
| 10/15/2025 | Mascagni Wealth Management Inc. | 8,399 | $376K | 0.3% | +9.4% | 0.130% | |
| 9/15/2025 | Migdal Insurance & Financial Holdings Ltd. | 940 | $42K | 0.0% | N/A | 0.013% | |
| 9/4/2025 | Osaic Holdings Inc. | 84,304 | $3.79M | 0.0% | +4,915.1% | 1.156% | |
| 8/15/2025 | Global View Capital Management LLC | 17,124 | $769K | 0.2% | N/A | 0.235% | |
| 8/15/2025 | Bank of America Corp DE | 34,034 | $1.53M | 0.0% | +294.7% | 0.467% | |
| 8/14/2025 | Jane Street Group LLC | 66,001 | $2.97M | 0.0% | -36.4% | 0.905% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,192 | $188K | 0.0% | N/A | 0.058% | |
| 8/13/2025 | Flow Traders U.S. LLC | 106,128 | $4.77M | 0.2% | N/A | 1.456% | |
| 8/13/2025 | Marshall Wace LLP | 32,613 | $1.47M | 0.0% | N/A | 0.447% | |
| 8/13/2025 | Quadrature Capital Ltd | 67,803 | $3.04M | 0.1% | N/A | 0.930% | |
| 8/11/2025 | Y.D. More Investments Ltd | 99,455 | $4.46M | 0.3% | +39.0% | 1.364% | |
| 8/7/2025 | Laffer Tengler Investments Inc. | 7,816 | $351K | 0.1% | +13.8% | 0.107% | |
| 8/6/2025 | Mascagni Wealth Management Inc. | 7,675 | $345K | 0.3% | N/A | 0.105% | |
| 8/5/2025 | Simplex Trading LLC | 3,496 | $157K | 0.0% | +1,185.3% | 0.048% | |
| 8/5/2025 | Bank of Montreal Can | 5,649 | $254K | 0.0% | +196.5% | 0.077% | |
| 8/4/2025 | Atria Investments Inc | 47,155 | $2.12M | 0.0% | N/A | 0.647% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 940 | $42K | 0.0% | N/A | 0.013% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 17,523 | $787K | 0.0% | N/A | 0.240% | |
| 7/31/2025 | Wealthfront Advisers LLC | 6,677 | $300K | 0.0% | N/A | 0.092% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 13,161 | $591K | 0.3% | +5.5% | 0.181% | |
| 7/29/2025 | Lyell Wealth Management LP | 4,495 | $202K | 0.0% | N/A | 0.062% | |
| 7/25/2025 | Genesee Capital Advisors LLC | 41,644 | $1.87M | 0.8% | +5.6% | 0.576% | |
| 7/25/2025 | Apollon Wealth Management LLC | 19,104 | $858K | 0.0% | +3.2% | 0.264% | |
| 7/16/2025 | Dakota Wealth Management | 4,509 | $203K | 0.0% | N/A | 0.062% | |
| 7/15/2025 | Optima Capital LLC | 9,215 | $418K | 0.2% | N/A | 0.129% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,460 | $111K | 0.0% | N/A | 0.034% | |
| 5/19/2025 | Jane Street Group LLC | 103,748 | $4.06M | 0.0% | +413.3% | 1.911% | |
| 5/16/2025 | Empowered Funds LLC | 76,561 | $2.99M | 0.0% | N/A | 1.410% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 12,479 | $488K | 0.2% | N/A | 0.230% | |
| 5/15/2025 | Royal Bank of Canada | 168,131 | $6.57M | 0.0% | +672,424.0% | 3.096% | |
| 5/14/2025 | Comerica Bank | 2,534 | $99K | 0.0% | +1,659.7% | 0.047% | |
| 5/12/2025 | Y.D. More Investments Ltd | 71,540 | $2.80M | 0.2% | N/A | 1.317% | |
| 5/9/2025 | Nicholas Hoffman & Company LLC. | 10,000 | $391K | 0.0% | N/A | 0.184% | |
| 5/7/2025 | LPL Financial LLC | 105,299 | $4.12M | 0.0% | +25.3% | 1.939% | |
| 5/2/2025 | Apollon Wealth Management LLC | 18,503 | $723K | 0.0% | +3.2% | 0.364% | |
| 5/1/2025 | CWM LLC | 1,550 | $61K | 0.0% | N/A | 0.030% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 2,000 | $79K | 0.0% | N/A | 0.039% | |
| 4/22/2025 | Genesee Capital Advisors LLC | 39,454 | $1.54M | 0.8% | N/A | 0.802% | |
| 4/21/2025 | Osborne Partners Capital Management LLC | 640,168 | $25.03M | 1.4% | -3.5% | 13.012% | |
| 2/14/2025 | Jane Street Group LLC | 20,211 | $673K | 0.0% | +18.0% | 1.006% | |
| 2/14/2025 | Stifel Financial Corp | 25,658 | $855K | 0.0% | -7.6% | 1.277% | |
| 2/13/2025 | Wells Fargo & Company MN | 307,096 | $10.23M | 0.0% | -7.9% | 15.278% | |
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening.
The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today |
| 2/11/2025 | LPL Financial LLC | 84,014 | $2.80M | 0.0% | +17.9% | 4.180% | |
| 2/6/2025 | Laffer Tengler Investments Inc. | 6,871 | $229K | 0.0% | -8.0% | 0.342% | |
| 2/5/2025 | Cape Investment Advisory Inc. | 1,267 | $42K | 0.0% | +32.9% | 0.063% | |
| 1/28/2025 | Apollon Wealth Management LLC | 17,922 | $597K | 0.0% | N/A | 0.892% | |
| 1/24/2025 | Osborne Partners Capital Management LLC | 663,344 | $22.10M | 1.3% | +1.1% | 33.002% | |
| 11/15/2024 | Jane Street Group LLC | 17,129 | $601K | 0.0% | -39.7% | 0.820% | |
| 11/14/2024 | Flow Traders U.S. LLC | 62,347 | $2.19M | 0.1% | +452.3% | 2.983% | |
| 11/4/2024 | Laffer Tengler Investments Inc. | 7,472 | $262K | 0.1% | +10.7% | 0.358% | |
| 10/23/2024 | Osborne Partners Capital Management LLC | 656,433 | $23.05M | 1.3% | -1.2% | 30.964% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 1,150 | $37K | 0.0% | N/A | 0.052% | |