| 7/10/2026 | City Holding Co. | 1,044 | $58K | 0.0% | N/A | 0.007% | |
| 7/9/2026 | Focus Financial Network Inc. | 113,600 | $6.30M | 0.2% | +0.3% | 0.809% | |
| 7/9/2026 | Flaharty Asset Management LLC | 47,080 | $2.63M | 3.8% | -90.6% | 0.335% | |
| 7/1/2026 | Eastern Bank | 12,569 | $697K | 0.0% | +128.4% | 0.089% | |
| 5/19/2026 | Western Wealth Management LLC | 1,509 | $77K | 0.0% | N/A | 0.011% | |
| 5/19/2026 | Bank of America Corp DE | 268,123 | $13.70M | 0.0% | -3.5% | 1.898% | |
| 5/18/2026 | Royal Bank of Canada | 73,958 | $3.78M | 0.0% | +4.4% | 0.523% | |
| 5/15/2026 | Waverly Advisors LLC | 46,732 | $2.39M | 0.0% | +0.4% | 0.331% | |
| 5/13/2026 | Cetera Investment Advisers | 91,348 | $4.67M | 0.0% | -2.3% | 0.646% | |
| 5/13/2026 | Wealthspire Retirement LLC | 113,619 | $5.81M | 0.3% | -1.1% | 0.804% | |
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| 5/6/2026 | Assetmark Inc. | 1,111 | $57K | 0.0% | +900.9% | 0.008% | |
| 5/6/2026 | SteelPeak Wealth LLC | 53,914 | $2.76M | 0.1% | +497.3% | 0.382% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 5,600 | $287K | 0.0% | +250.0% | 0.040% | |
| 5/6/2026 | Independent Financial Group LLC | 22,702 | $1.16M | 0.0% | N/A | 0.161% | |
| 5/5/2026 | Bank of New York Mellon Corp | 19,375 | $990K | 0.0% | -30.2% | 0.137% | |
| 5/2/2026 | International Assets Investment Management LLC | 2,425 | $124K | 0.0% | +45.2% | 0.017% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 95,870 | $4.90M | 0.1% | +0.2% | 0.678% | |
| 5/1/2026 | Fifth Third Bancorp | 547 | $28K | 0.0% | N/A | 0.004% | |
| 5/1/2026 | Sovran Advisors LLC | 5,711 | $309K | 0.0% | +4.0% | 0.040% | |
| 4/30/2026 | Ibex Wealth Advisors | 8,478 | $433K | 0.0% | N/A | 0.060% | |
| 4/30/2026 | Kestra Advisory Services LLC | 9,782 | $500K | 0.0% | +11.2% | 0.069% | |
| 4/30/2026 | CFS Investment Advisory Services LLC | 18,594 | $1.00M | 0.1% | -4.3% | 0.132% | |
| 4/28/2026 | WBH Advisory Inc. | 9,146 | $468K | 0.0% | -8.3% | 0.064% | |
| 4/27/2026 | Private Advisor Group LLC | 45,299 | $2.31M | 0.0% | -1.8% | 0.319% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 7,608 | $389K | 0.0% | -5.2% | 0.054% | |
| 4/17/2026 | Everstar Asset Management LLC | 70,354 | $3.60M | 1.9% | +11.8% | 0.496% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 100,725 | $5.19M | 0.0% | -0.9% | 0.698% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 5,711 | $294K | 0.0% | +10.1% | 0.040% | |
| 2/18/2026 | EP Wealth Advisors LLC | 14,996 | $772K | 0.0% | N/A | 0.104% | |
| 2/18/2026 | NewEdge Advisors LLC | 5,553 | $286K | 0.0% | -4.6% | 0.038% | |
| 2/18/2026 | IHT Wealth Management LLC | 5,809 | $299K | 0.0% | -4.0% | 0.040% | |
| 2/17/2026 | Cetera Investment Advisers | 93,536 | $4.82M | 0.0% | +0.4% | 0.648% | |
| 2/17/2026 | Equitable Holdings Inc. | 68,707 | $3.54M | 0.0% | +14.0% | 0.476% | |
| 2/17/2026 | Osaic Holdings Inc. | 56,828 | $2.93M | 0.0% | -4.4% | 0.394% | |
| 2/17/2026 | Captrust Financial Advisors | 10,417 | $537K | 0.0% | +5.0% | 0.072% | |
| 2/17/2026 | Royal Bank of Canada | 70,844 | $3.65M | 0.0% | -37.7% | 0.491% | |
| 2/16/2026 | MML Investors Services LLC | 30,897 | $1.59M | 0.0% | -57.1% | 0.214% | |
| 2/16/2026 | Mariner LLC | 68,956 | $3.55M | 0.0% | +2.8% | 0.478% | |
| 2/13/2026 | Kestra Advisory Services LLC | 8,794 | $453K | 0.0% | +30.0% | 0.061% | |
| 2/13/2026 | CreativeOne Wealth LLC | 74,485 | $3.84M | 0.1% | +2.0% | 0.516% | |
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad) Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call.
They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months.
Brown and Chaikin have released the full details for investors who want to get ahead of it. See Jeff Brown and Marc Chaikin's full analysis and next steps here |
| 2/13/2026 | UMB Bank n.a. | 16,000 | $824K | 0.0% | N/A | 0.111% | |
| 2/13/2026 | Stifel Financial Corp | 11,663 | $601K | 0.0% | -15.1% | 0.081% | |
| 2/13/2026 | Wells Fargo & Company MN | 206,358 | $10.63M | 0.0% | -1.9% | 1.429% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 82,562 | $4.25M | 0.0% | -0.7% | 0.572% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 45,352 | $2.34M | 0.0% | -1.1% | 0.314% | |
| 2/12/2026 | Bank of Montreal Can | 22,659 | $1.17M | 0.0% | +3.2% | 0.157% | |
| 2/11/2026 | LPL Financial LLC | 1,810,292 | $93.24M | 0.0% | -0.9% | 12.537% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 32,955 | $1.68M | 0.0% | -3.2% | 0.228% | |
| 2/10/2026 | Lido Advisors LLC | 17,239 | $875K | 0.0% | +2.7% | 0.119% | |
| 2/10/2026 | Tidemark LLC | 538 | $28K | 0.0% | -36.0% | 0.004% | |
| 2/10/2026 | Founders Financial Securities LLC | 6,198 | $319K | 0.0% | N/A | 0.043% | |
| 2/9/2026 | Clearstead Advisors LLC | 414,952 | $21.37M | 0.3% | -0.5% | 2.874% | |
| 2/6/2026 | Flaharty Asset Management LLC | 501,524 | $25.83M | 3.2% | +0.3% | 3.473% | |
| 2/6/2026 | HighTower Advisors LLC | 56,787 | $2.93M | 0.0% | +55.9% | 0.393% | |
| 2/5/2026 | Everstar Asset Management LLC | 62,930 | $3.24M | 1.5% | +10.5% | 0.436% | |
| 2/5/2026 | AlphaCore Capital LLC | 1,916 | $99K | 0.0% | N/A | 0.013% | |
| 2/5/2026 | Atlas Private Wealth Advisors | 45,155 | $2.33M | 0.5% | -5.0% | 0.313% | |
| 2/3/2026 | International Assets Investment Management LLC | 1,670 | $86K | 0.0% | N/A | 0.012% | |
| 2/2/2026 | Advanced Asset Management Advisors Inc | 690 | $36K | 0.0% | -50.0% | 0.005% | |
| 1/30/2026 | Citizens Financial Group Inc. RI | 95,674 | $4.93M | 0.1% | -16.9% | 0.663% | |
| 1/29/2026 | UBS Group AG | 75,410 | $3.88M | 0.0% | -0.3% | 0.522% | |
| 1/28/2026 | Cape ANN Savings Bank | 15,205 | $783K | 0.4% | N/A | 0.105% | |
| 1/28/2026 | Kingswood Wealth Advisors LLC | 46,234 | $2.38M | 0.1% | +1.9% | 0.320% | |
| 1/28/2026 | CPC Advisors LLC | 152,434 | $7.85M | 0.8% | N/A | 1.056% | |
| 1/27/2026 | TD Waterhouse Canada Inc. | 99,659 | $5.13M | 0.0% | +5.2% | 0.687% | |
| 1/26/2026 | Merit Financial Group LLC | 18,629 | $959K | 0.0% | -52.7% | 0.128% | |
| 1/23/2026 | Choreo LLC | 95,074 | $4.93M | 0.1% | -9.8% | 0.653% | |
| 1/21/2026 | Capital Advisory Group Advisory Services LLC | 53,169 | $2.74M | 0.8% | -0.9% | 0.364% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 16,322 | $841K | 0.0% | -16.7% | 0.112% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,115 | $59K | 0.0% | N/A | 0.008% | |
| 1/20/2026 | Florida Trust Wealth Management Co | 10,550 | $543K | 0.0% | -2.8% | 0.072% | |
| 1/20/2026 | Sovran Advisors LLC | 5,489 | $290K | 0.0% | +4.7% | 0.038% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 9,939 | $512K | 0.0% | +7.1% | 0.068% | |
| 1/20/2026 | SteelPeak Wealth LLC | 9,026 | $465K | 0.0% | N/A | 0.062% | |
| 1/15/2026 | Allspring Global Investments Holdings LLC | 1,600 | $83K | 0.0% | N/A | 0.011% | |
| 1/12/2026 | Focus Financial Network Inc. | 113,475 | $5.85M | 0.2% | +0.2% | 0.776% | |
| 1/1/2026 | JPMorgan Chase & Co. | 37,512 | $1.90M | 0.0% | -5.4% | 0.261% | |
| 12/2/2025 | Allworth Financial LP | 3,184 | $162K | 0.0% | +22.2% | 0.022% | |
| 11/25/2025 | Briaud Financial Planning Inc | 4,574 | $232K | 0.1% | +17.6% | 0.032% | |
| 11/17/2025 | NewEdge Advisors LLC | 5,820 | $295K | 0.0% | -8.8% | 0.040% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,048 | $459K | 0.0% | +65.9% | 0.063% | |
| 11/17/2025 | Mariner LLC | 67,049 | $3.40M | 0.0% | -1.2% | 0.466% | |
| 11/17/2025 | Lido Advisors LLC | 16,783 | $852K | 0.0% | N/A | 0.117% | |
| 11/17/2025 | Bank of America Corp DE | 275,362 | $13.97M | 0.0% | +0.7% | 1.915% | |
| 11/17/2025 | Ameriprise Financial Inc. | 18,333 | $930K | 0.0% | -4.5% | 0.127% | |
| 11/14/2025 | Creative Planning | 9,820 | $498K | 0.0% | +4.4% | 0.068% | |
| 11/14/2025 | Raymond James Financial Inc. | 844,797 | $42.87M | 0.0% | -0.2% | 5.875% | |
| 11/14/2025 | Equitable Holdings Inc. | 60,288 | $3.06M | 0.0% | +13.5% | 0.419% | |
| 11/13/2025 | UBS Group AG | 75,646 | $3.84M | 0.0% | -20.9% | 0.526% | |
| 11/13/2025 | Private Advisor Group LLC | 46,387 | $2.35M | 0.0% | -2.1% | 0.323% | |
Gates. Google. The Pentagon. (Ad) Bill Gates wrote a $100 million check. Google signed a 15-year contract. The Pentagon named it their top energy priority. All three are backing the same company - and the same energy source that holds 140 times global electricity demand.
Last year a drilling crew cracked through three miles of solid rock in 16 days - the government had projected 64. On August 18th, Washington is handing this technology a tax credit advantage that solar and wind no longer receive. See the company Gates, Google, and the Pentagon are all backing |
| 11/13/2025 | CreativeOne Wealth LLC | 73,025 | $3.71M | 0.1% | +5.3% | 0.508% | |
| 11/10/2025 | Clearstead Advisors LLC | 417,054 | $21.16M | 0.3% | -2.2% | 2.900% | |
| 11/7/2025 | JPMorgan Chase & Co. | 37,512 | $1.90M | 0.0% | -5.4% | 0.261% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 2,871 | $146K | 0.0% | -60.8% | 0.020% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 9,278 | $471K | 0.0% | -22.0% | 0.065% | |
| 11/6/2025 | Northwest Financial Advisors | 5,090 | $258K | 0.3% | -7.0% | 0.035% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 19,588 | $994K | 0.0% | +10.3% | 0.136% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 34,057 | $1.73M | 0.0% | -0.8% | 0.237% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 11,100 | $563K | 0.0% | +13.3% | 0.077% | |
| 11/4/2025 | Jones Financial Companies Lllp | 148,265 | $7.48M | 0.0% | +6.0% | 1.031% | |