| 7/10/2026 | Lee Kelleher & Klein Wealth Management | 16,847 | $3.01M | 1.6% | +1.5% | 0.036% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 57,390 | $10.25M | 0.5% | +2.5% | 0.122% | |
| 7/10/2026 | Diversified Management Inc. | 15,612 | $2.79M | 0.6% | +40.4% | 0.033% | |
| 7/10/2026 | City Holding Co. | 13,035 | $2.33M | 0.3% | -5.1% | 0.028% | |
| 7/10/2026 | Prosperity Planning Inc. | 2,238 | $400K | 0.1% | -3.5% | 0.005% | |
| 7/10/2026 | FC Advisory LLC | 4,930 | $880K | 0.2% | -1.5% | 0.010% | |
| 7/9/2026 | Sapient Capital LLC | 1,312 | $234K | 0.0% | N/A | 0.003% | |
| 7/8/2026 | Rockland Trust Co. | 1,193 | $213K | 0.0% | N/A | 0.003% | |
| 7/8/2026 | Baring Financial LLC | 22,826 | $4.08M | 2.2% | -1.2% | 0.048% | |
| 7/8/2026 | Thrive Wealth Management LLC | 1,147 | $205K | 0.0% | N/A | 0.002% | |
Jeff Brown and Marc Chaikin's latest AI prediction explained (Ad) Jeff Brown and Marc Chaikin - the duo who identified Nvidia a decade ago - are forecasting that Elon Musk's AI breakthrough they call 'M.A.G.I.' will collide with a rare market pattern by July 30.
That pattern carries a 100% historical track record. The last time it triggered, early investors had a chance to turn $10,000 into as much as $350,000 in roughly 12 months. See the full breakdown of their AI prediction before July 30 |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 2,413 | $431K | 0.0% | -7.9% | 0.005% | |
| 7/7/2026 | Avior Wealth Management LLC | 1,798 | $321K | 0.0% | -12.1% | 0.004% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 6,172 | $1.10M | 0.1% | -5.0% | 0.013% | |
| 7/7/2026 | CoreCap Advisors LLC | 337 | $60K | 0.0% | +29.6% | 0.001% | |
| 7/7/2026 | Pathway Financial Advisors LLC | 16,037 | $2.82M | 0.3% | -1.7% | 0.035% | |
| 7/6/2026 | jvl associates llc | 3,605 | $644K | 0.2% | +10.6% | 0.008% | |
| 7/6/2026 | Trilogy Capital Inc. | 4,994 | $892K | 0.0% | N/A | 0.011% | |
| 6/18/2026 | Western Wealth Management LLC | 3,678 | $532K | 0.0% | -8.6% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 28,261 | $4.09M | 0.0% | +8.9% | 0.062% | |
| 6/2/2026 | Blue Edge Capital LLC | 26,709 | $3.87M | 0.5% | +28.7% | 0.059% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 1,991 | $288K | 0.0% | N/A | 0.004% | |
| 5/29/2026 | Asset Dedication LLC | 18,743 | $2.71M | 0.2% | +1.9% | 0.041% | |
| 5/26/2026 | Serenity Investment Advisors | 16,480 | $2.39M | 0.9% | +3.7% | 0.036% | |
| 5/26/2026 | Glenmede Trust Co. NA | 346,762 | $50.18M | 0.2% | -1.9% | 0.765% | |
| 5/26/2026 | Ruggaard & Associates LLC | 8,212 | $1.19M | 0.5% | -4.6% | 0.018% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 42,076 | $6.09M | 0.7% | -4.1% | 0.093% | |
| 5/19/2026 | Front Row Advisors LLC | 4,674 | $676K | 0.2% | -2.6% | 0.010% | |
| 5/19/2026 | Western Wealth Management LLC | 3,678 | $532K | 0.0% | -8.6% | 0.008% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 3,799 | $550K | 0.2% | -46.1% | 0.008% | |
| 5/19/2026 | Royal Fund Management LLC | 6,984 | $1.01M | 0.1% | +24.6% | 0.015% | |
| 5/19/2026 | Bank of America Corp DE | 2,046,459 | $296.14M | 0.0% | +1.0% | 4.518% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 256 | $37K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 36,094 | $5.22M | 0.1% | +3.2% | 0.080% | |
| 5/18/2026 | Royal Bank of Canada | 339,450 | $49.12M | 0.0% | +4.0% | 0.749% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 3,314 | $480K | 0.1% | -3.6% | 0.007% | |
| 5/16/2026 | Quantinno Capital Management LP | 10,367 | $1.50M | 0.0% | -2.8% | 0.023% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 2,988 | $432K | 0.0% | N/A | 0.007% | |
| 5/15/2026 | Quadcap Wealth Management LLC | 7,599 | $1.10M | 0.1% | +0.9% | 0.017% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 1,174 | $170K | 0.1% | N/A | 0.003% | |
| 5/15/2026 | Waverly Advisors LLC | 9,062 | $1.31M | 0.0% | +26.3% | 0.020% | |
Trump’s $250 Bill – See Immediately (Ad) Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in modern history - larger than Paul Tudor Jones' Black Monday bet and Michael Burry's $700 million Big Short.
While most investors chase AI stocks, insiders including Ray Dalio and Tudor Jones have quietly repositioned. The last comparable shock sent certain stocks up 2,464%, 2,778%, and even 13,000% - turning a $10,000 stake into over $1.3 million.
Dr. Eifrig has identified one stock at the center of this story and released a free broadcast to help investors act before the window closes. Watch the free broadcast now and learn where to position your money |
| 5/15/2026 | Asset Management Group Inc. | 35,013 | $5.07M | 0.8% | -2.2% | 0.077% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 1,871 | $271K | 0.1% | N/A | 0.004% | |
| 5/14/2026 | Compound Planning Inc. | 52,664 | $7.62M | 0.2% | -3.0% | 0.116% | |
| 5/14/2026 | Lido Advisors LLC | 82,662 | $11.96M | 0.0% | +11.9% | 0.182% | |
| 5/13/2026 | Cetera Investment Advisers | 203,028 | $29.38M | 0.0% | +18.2% | 0.448% | |
| 5/13/2026 | Signature Equity Partners LLC | 6,203 | $898K | 0.5% | +3.4% | 0.014% | |
| 5/13/2026 | NewEdge Wealth LLC | 1,560 | $226K | 0.0% | +6.0% | 0.003% | |
| 5/13/2026 | First Trust Advisors LP | 3,850 | $557K | 0.0% | -15.6% | 0.008% | |
| 5/12/2026 | Marin Bay Wealth Advisors LLC | 1,967 | $285K | 0.1% | N/A | 0.004% | |
| 5/12/2026 | First Wilshire Securities Management Inc. | 1,400 | $203K | 0.0% | N/A | 0.003% | |
| 5/8/2026 | Pacific Sun Financial Corp | 22,968 | $3.32M | 1.6% | -2.2% | 0.051% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 867,154 | $125.49M | 0.1% | -1.9% | 1.914% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 102,203 | $14.79M | 0.3% | +0.6% | 0.226% | |
| 5/7/2026 | Hollencrest Capital Management | 473 | $68K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Decker Wealth Management LLC | 3,221 | $466K | 0.1% | N/A | 0.007% | |
| 5/6/2026 | Sterling Financial Planning Inc. | 129,856 | $18.79M | 5.6% | +0.8% | 0.287% | |
| 5/6/2026 | Modera Wealth Management LLC | 9,922 | $1.44M | 0.0% | -11.8% | 0.022% | |
| 5/6/2026 | Advisortrust Partners LLC | 368 | $53K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Angeles Wealth Management LLC | 340 | $49K | 0.0% | +70.0% | 0.001% | |
| 5/6/2026 | Gerald Baker Financial Group LLC | 6,200 | $839K | 0.3% | N/A | 0.014% | |
| 5/6/2026 | One Day In July LLC | 3,573 | $517K | 0.0% | -1.9% | 0.008% | |
| 5/6/2026 | Independent Financial Group LLC | 2,344 | $339K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | D.A. Davidson & CO. | 7,455 | $1.08M | 0.0% | +80.4% | 0.016% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 249,133 | $36.05M | 2.5% | +1.2% | 0.550% | |
| 5/5/2026 | Bank of New York Mellon Corp | 53,781 | $7.78M | 0.0% | +1.7% | 0.119% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 2,961 | $428K | 0.0% | +19.3% | 0.007% | |
| 5/5/2026 | Sanctuary Advisors LLC | 20,290 | $2.94M | 0.0% | -48.1% | 0.045% | |
| 5/5/2026 | Sigma Planning Corp | 51,879 | $7.51M | 0.2% | +5.8% | 0.115% | |
| 5/5/2026 | Broadview Financial Management LLC | 19,130 | $2.77M | 1.9% | -1.7% | 0.042% | |
| 5/4/2026 | WJ Financial Advisors LLC | 1,468 | $212K | 0.2% | N/A | 0.003% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 42,941 | $6.85M | 0.1% | -0.2% | 0.095% | |
| 5/2/2026 | Associated Banc Corp | 21,717 | $3.14M | 0.1% | +9.4% | 0.048% | |
| 5/2/2026 | Diversify Wealth Management LLC | 2,859 | $451K | 0.0% | -2.3% | 0.006% | |
| 5/2/2026 | Valmark Advisers Inc. | 1,638 | $237K | 0.0% | +7.9% | 0.004% | |
| 5/1/2026 | Capital Squared Financial LLC | 14,681 | $2.13M | 1.6% | +5.9% | 0.033% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 5,440 | $787K | 0.0% | -1.1% | 0.012% | |
| 5/1/2026 | Midwest Trust Co | 8,649 | $1.25M | 0.0% | +11.1% | 0.019% | |
| 5/1/2026 | Fifth Third Bancorp | 89,108 | $12.90M | 0.0% | +50.7% | 0.198% | |
| 5/1/2026 | Droms Strauss Advisors Inc. MO ADV | 17,748 | $2.57M | 0.7% | -6.4% | 0.039% | |
| 5/1/2026 | WealthShield Partners LLC | 5,594 | $810K | 0.1% | -2.0% | 0.012% | |
| 5/1/2026 | Conning Inc. | 2,707 | $392K | 0.0% | -6.1% | 0.006% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 5,047 | $730K | 0.0% | +2.4% | 0.011% | |
| 4/30/2026 | Sonata Capital Group Inc. | 13,888 | $2.01M | 0.7% | +1.3% | 0.031% | |
| 4/30/2026 | First Horizon Corp | 24,499 | $3.55M | 0.1% | -2.0% | 0.054% | |
| 4/30/2026 | Kestra Advisory Services LLC | 59,272 | $8.58M | 0.0% | -0.4% | 0.132% | |
| 4/30/2026 | Money Concepts Capital Corp | 5,580 | $807K | 0.0% | +3.2% | 0.012% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 1,823 | $291K | 0.0% | -6.5% | 0.004% | |
| 4/29/2026 | Saxon Interests Inc. | 4,562 | $660K | 0.2% | -1.8% | 0.010% | |
| 4/29/2026 | Renasant Bank | 3,000 | $434K | 0.3% | -31.0% | 0.007% | |
| 4/29/2026 | Integrated Advisors Network LLC | 1,606 | $232K | 0.0% | N/A | 0.004% | |
They told you not to miss this one (Ad) The largest companies in the SP 500 are now more overvalued relative to fundamentals than they were at the absolute peak of the dot-com era. An MIT study found that 95% of companies investing in AI are seeing zero measurable return - yet the spending continues.
OpenAI CEO Sam Altman has publicly said investors are 'overexcited' about AI. The investors who survived the dot-com crash weren't the ones who called the bottom - they were the ones who weren't fully exposed when it happened.
Thor Metals Group offers a free guide on building a retirement not tied to this bet. Get your free guide from Thor Metals Group and protect your retirement |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 33,782 | $4.89M | 1.2% | -3.1% | 0.075% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 9,844 | $1.46M | 0.0% | -1.5% | 0.022% | |
| 4/28/2026 | Whittier Trust Co. | 9,848 | $1.46M | 0.0% | -4.2% | 0.022% | |
| 4/28/2026 | Columbia Bank | 14,179 | $2.05M | 0.6% | +17.8% | 0.031% | |
| 4/28/2026 | NBT Bank N A NY | 46,615 | $6.75M | 0.4% | +1,207.6% | 0.103% | |
| 4/28/2026 | Nixon Peabody Trust Co. | 3,247 | $470K | 0.0% | +10.9% | 0.007% | |
| 4/28/2026 | Meramec Financial Planners LLC | 3,420 | $548K | 0.2% | -21.1% | 0.008% | |
| 4/27/2026 | HB Wealth Management LLC | 30,254 | $4.38M | 0.0% | +29.1% | 0.067% | |
| 4/27/2026 | PFG Investments LLC | 1,533 | $222K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | Baer Investment Advisory LLC | 21,420 | $3.10M | 0.4% | N/A | 0.047% | |