| 5/19/2026 | Bank of America Corp DE | 3,708 | $215K | 0.0% | -17.6% | 0.674% | |
| 5/13/2026 | CI Investments Inc. | 12,540 | $727K | 0.0% | +7.7% | 2.280% | |
| 5/7/2026 | Beta Wealth Group Inc. | 8,573 | $497K | 0.2% | -7.1% | 1.559% | |
| 3/9/2026 | Corient Private Wealth LLC | 12,832 | $746K | 0.0% | -16.7% | 2.333% | |
| 2/19/2026 | Corient Private Wealth LLC | 12,832 | $746K | 0.0% | -16.7% | 2.333% | |
| 2/18/2026 | OLD Mission Capital LLC | 60,501 | $3.52M | 0.1% | +131.3% | 11.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 7,537 | $438K | 0.0% | +12.1% | 1.370% | |
| 2/12/2026 | CI Investments Inc. | 11,640 | $676K | 0.0% | +10.4% | 2.116% | |
| 2/12/2026 | Jane Street Group LLC | 5,824 | $338K | 0.0% | +12.0% | 1.059% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 65,714 | $3.82M | 0.0% | -6.5% | 11.948% | |
Trump's gold order: the announcement they won't put on the front page (Ad) On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade.
Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction.
A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free. Request the free guide in 30 seconds and get positioned now |
| 2/11/2026 | Daiwa Securities Group Inc. | 15,550 | $904K | 0.0% | +13.4% | 2.827% | |
| 2/9/2026 | Integrity Advisory Solutions LLC | 7,421 | $431K | 0.1% | +12.9% | 1.349% | |
| 2/9/2026 | Pathfinder Wealth Consulting Inc. | 4,748 | $276K | 0.2% | N/A | 0.863% | |
| 2/6/2026 | Morling Financial Advisors LLC | 462 | $27K | 0.0% | N/A | 0.084% | |
| 1/30/2026 | Aries Wealth Management | 4,560 | $265K | 0.1% | -8.4% | 0.829% | |
| 1/26/2026 | Merit Financial Group LLC | 10,774 | $626K | 0.0% | -8.8% | 1.959% | |
| 1/23/2026 | Farther Finance Advisors LLC | 3,083 | $179K | 0.0% | +297.3% | 0.561% | |
| 1/22/2026 | Cliftonlarsonallen Wealth Advisors LLC | 22,992 | $1.34M | 0.0% | +2.6% | 4.180% | |
| 1/16/2026 | Values Added Financial LLC | 16,394 | $953K | 0.4% | -2.2% | 2.981% | |
| 1/1/2026 | JPMorgan Chase & Co. | 17,305 | $1.02M | 0.0% | -11.1% | 3.146% | |
| 11/17/2025 | Bank of America Corp DE | 4,607 | $272K | 0.0% | -15.4% | 0.838% | |
| 11/12/2025 | Integrity Advisory Solutions LLC | 6,573 | $387K | 0.1% | N/A | 1.195% | |
| 11/12/2025 | CI Investments Inc. | 10,540 | $621K | 0.0% | +13.5% | 1.916% | |
| 11/7/2025 | Merit Financial Group LLC | 11,812 | $696K | 0.0% | -13.6% | 2.148% | |
| 11/7/2025 | Beta Wealth Group Inc. | 9,216 | $543K | 0.2% | -3.1% | 1.676% | |
| 11/7/2025 | JPMorgan Chase & Co. | 17,305 | $1.02M | 0.0% | -11.1% | 3.146% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 3,603 | $212K | 0.0% | N/A | 0.655% | |
| 10/31/2025 | Values Added Financial LLC | 16,771 | $988K | 0.4% | -9.7% | 3.049% | |
| 10/21/2025 | Mather Group LLC. | 947 | $56K | 0.0% | N/A | 0.172% | |
| 10/20/2025 | Merit Financial Group LLC | 11,812 | $696K | 0.0% | -13.6% | 2.148% | |
| 10/14/2025 | Farther Finance Advisors LLC | 776 | $46K | 0.0% | N/A | 0.141% | |
| 10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 22,415 | $1.32M | 0.0% | +9.7% | 4.075% | |
| 9/26/2025 | Corient Private Wealth LLC | 16,535 | $892K | 0.0% | -2.9% | 3.006% | |
| 8/15/2025 | Corient Private Wealth LLC | 16,535 | $892K | 0.0% | -2.9% | 3.006% | |
| 8/15/2025 | Bank of America Corp DE | 5,444 | $294K | 0.0% | -8.4% | 0.990% | |
| 8/14/2025 | Daiwa Securities Group Inc. | 17,430 | $940K | 0.0% | +5.2% | 3.169% | |
| 8/12/2025 | JPMorgan Chase & Co. | 19,461 | $1.05M | 0.0% | -3.4% | 3.538% | |
| 8/11/2025 | Beta Wealth Group Inc. | 9,514 | $513K | 0.2% | N/A | 1.730% | |
| 8/5/2025 | Bank of Montreal Can | 49,619 | $2.68M | 0.0% | -45.7% | 9.022% | |
| 7/23/2025 | Values Added Financial LLC | 18,576 | $1.00M | 0.5% | +40.2% | 3.377% | |
A $22.7 billion backlog and the six other names worth knowing (Ad) The move toward machine-driven work isn't one trade - it's spreading across industrial automation, warehouse robotics, robotic surgery, machine vision, and perception hardware simultaneously.
Seven stocks cover the full range: one semiconductor-test leader whose Q1 revenue climbed from $686M to $1.282B with zero debt, a warehouse robotics firm with a $22.7B backlog and its first GAAP profit, and the world's dominant robotic-surgery franchise now trading 31% below its 52-week high.
Get the full breakdown of all seven names, their catalysts, and key risks. Download your free copy of the robotics sector report today |
| 7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 20,424 | $1.10M | 0.0% | -2.9% | 3.713% | |
| 5/19/2025 | Jane Street Group LLC | 9,971 | $486K | 0.0% | -12.1% | 1.813% | |
| 5/15/2025 | OLD Mission Capital LLC | 27,931 | $1.36M | 0.0% | -57.1% | 5.078% | |
| 5/6/2025 | One Wealth Advisors LLC | 7,708 | $376K | 0.1% | -22.2% | 1.401% | |
| 4/29/2025 | Values Added Financial LLC | 13,253 | $646K | 0.4% | +25.1% | 2.410% | |
| 4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 21,025 | $1.02M | 0.0% | +19.7% | 3.823% | |
| 4/9/2025 | Merit Financial Group LLC | 15,334 | $747K | 0.0% | -31.8% | 2.788% | |
| 2/17/2025 | Citadel Advisors LLC | 16,201 | $735K | 0.0% | +11.6% | 2.492% | |
| 2/14/2025 | Jane Street Group LLC | 11,346 | $515K | 0.0% | -50.1% | 1.746% | |
| 2/13/2025 | Bank of Montreal Can | 81,144 | $3.68M | 0.0% | -4.6% | 12.484% | |
| 2/12/2025 | OLD Mission Capital LLC | 65,108 | $2.95M | 0.0% | +60.5% | 10.017% | |
| 2/12/2025 | JPMorgan Chase & Co. | 23,767 | $1.08M | 0.0% | -29.4% | 3.656% | |
| 2/12/2025 | Ariadne Wealth Management LP | 5,241 | $251K | 0.1% | N/A | 0.806% | |
| 2/10/2025 | Corient Private Wealth LLC | 17,528 | $795K | 0.0% | -13.7% | 2.697% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 81,464 | $3.70M | 0.0% | +12.1% | 12.533% | |
| 2/7/2025 | Daiwa Securities Group Inc. | 14,960 | $679K | 0.0% | N/A | 2.302% | |
| 2/5/2025 | WR Wealth Planners LLC | 2,344 | $106K | 0.0% | -56.4% | 0.361% | |
| 1/30/2025 | Values Added Financial LLC | 10,594 | $481K | 0.3% | +8.8% | 1.630% | |
| 1/15/2025 | Merit Financial Group LLC | 22,496 | $1.02M | 0.0% | +5.8% | 3.461% | |
| 1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 17,567 | $797K | 0.0% | +2.0% | 2.703% | |
| 12/26/2024 | JPMorgan Chase & Co. | 33,647 | $1.69M | 0.0% | -14.4% | 5.176% | |
| 11/15/2024 | Glass Jacobson Investment Advisors llc | 652 | $33K | 0.0% | -66.0% | 0.100% | |
| 11/15/2024 | Jane Street Group LLC | 22,749 | $1.15M | 0.0% | -25.5% | 3.500% | |
| 11/14/2024 | Flow Traders U.S. LLC | 7,960 | $401K | 0.0% | -91.7% | 1.225% | |
| 11/13/2024 | Bank of Montreal Can | 85,047 | $4.35M | 0.0% | +0.9% | 13.084% | |
| 11/1/2024 | Beta Wealth Group Inc. | 4,181 | $210K | 0.1% | N/A | 0.643% | |
| 10/15/2024 | Cliftonlarsonallen Wealth Advisors LLC | 17,224 | $867K | 0.0% | -13.3% | 2.650% | |
| 10/8/2024 | Mather Group LLC. | 969 | $49K | 0.0% | -18.2% | 0.149% | |
| 8/14/2024 | Bank of Montreal Can | 84,319 | $3.88M | 0.0% | -11.6% | 11.243% | |
| 8/12/2024 | Glass Jacobson Investment Advisors llc | 1,919 | $87K | 0.0% | -19.8% | 0.256% | |
| 8/5/2024 | Addison Advisors LLC | 1,380 | $62K | 0.0% | +21.1% | 0.184% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 70,531 | $3.18M | 0.0% | +9.9% | 9.404% | |
| 7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 19,864 | $896K | 0.0% | +16.0% | 2.649% | |
| 5/15/2024 | Flow Traders U.S. LLC | 71,893 | $3.15M | 0.2% | +35.2% | 9.586% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 17,119 | $750K | 0.0% | +4.2% | 2.283% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 64,196 | $2.81M | 0.0% | +17.2% | 8.559% | |
| 4/25/2024 | Values Added Financial LLC | 9,610 | $421K | 0.3% | +37.8% | 1.281% | |
| 4/9/2024 | Mather Group LLC. | 1,199 | $53K | 0.0% | N/A | 0.160% | |
| 2/9/2024 | Corient Private Wealth LLC | 20,217 | $889K | 0.0% | +1.4% | 2.696% | |
| 2/2/2024 | Addison Advisors LLC | 3,715 | $163K | 0.1% | -12.5% | 0.495% | |
| 1/22/2024 | Glass Jacobson Investment Advisors llc | 2,955 | $130K | 0.1% | -67.1% | 0.394% | |
| 1/18/2024 | Values Added Financial LLC | 6,976 | $307K | 0.3% | -29.9% | 0.930% | |
| 1/16/2024 | Wealthsource Partners LLC | 9,503 | $418K | 0.0% | -71.5% | 1.267% | |
| 11/16/2023 | High Falls Advisors Inc | 8,197 | $351K | 0.1% | +45.8% | 0.745% | |
| 11/14/2023 | W Advisors LLC | 4,788 | $205K | 0.2% | -23.9% | 0.435% | |
| 11/13/2023 | CI Investments Inc. | 5,340 | $228K | 0.0% | +13.3% | 0.485% | |
| 11/13/2023 | Wealthsource Partners LLC | 33,305 | $1.43M | 0.1% | +21.4% | 3.028% | |
| 11/9/2023 | Wealth Alliance | 12,294 | $526K | 0.1% | -15.5% | 1.118% | |
| 11/7/2023 | Merit Financial Group LLC | 20,678 | $885K | 0.0% | +4.7% | 1.880% | |
| 11/7/2023 | Goodwin Investment Advisory | 846 | $36K | 0.0% | -33.8% | 0.077% | |
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 |
| 11/7/2023 | Glass Jacobson Investment Advisors llc | 8,985 | $384K | 0.2% | -14.9% | 0.817% | |
| 10/24/2023 | Tcwp LLC | 5,124 | $219K | 0.2% | -34.8% | 0.466% | |
| 10/24/2023 | Stratos Wealth Advisors LLC | 4,725 | $202K | 0.0% | -20.0% | 0.430% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 43,727 | $1.87M | 0.0% | +16.0% | 3.975% | |
| 10/20/2023 | My Legacy Advisors LLC | 6,353 | $266K | 0.1% | -26.1% | 0.578% | |
| 10/16/2023 | ONE Advisory Partners LLC | 9,125 | $390K | 0.2% | N/A | 0.830% | |
| 10/13/2023 | Cliftonlarsonallen Wealth Advisors LLC | 14,929 | $639K | 0.0% | -4.8% | 1.357% | |
| 10/12/2023 | Mayflower Financial Advisors LLC | 7,495 | $321K | 0.0% | N/A | 0.681% | |
| 8/14/2023 | Keebeck Wealth Management LLC | 25,494 | $1.14M | 0.2% | +43.7% | 2.125% | |
| 8/10/2023 | Commonwealth Equity Services LLC | 37,684 | $1.69M | 0.0% | +23.0% | 3.140% | |