| 9/23/2026 | Envestnet Asset Management Inc. | 6,292 | $614K | 0.0% | -42.9% | 0.419% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 290 | $28K | 0.0% | N/A | 0.019% | |
| 9/9/2026 | Baird Financial Group Inc. | 6,480 | $633K | 0.0% | -10.3% | 0.418% | |
| 9/2/2026 | Citadel Advisors LLC | 19,550 | $1.91M | 0.0% | +109.3% | 1.261% | |
| 8/27/2026 | Corient Private Wealth LP | 36,621 | $3.58M | 0.0% | -2.9% | 2.363% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 11,978 | $1.17M | 0.4% | -2.5% | 0.665% | |
| 5/19/2026 | Bank of America Corp DE | 34,643 | $3.38M | 0.0% | -5.9% | 1.925% | |
| 5/19/2026 | Arkadios Wealth Advisors | 11,520 | $1.13M | 0.0% | -66.1% | 0.640% | |
| 5/18/2026 | Royal Bank of Canada | 26,199 | $2.56M | 0.0% | -64.0% | 1.456% | |
| 5/13/2026 | Cetera Investment Advisers | 3,623 | $354K | 0.0% | +7.5% | 0.201% | |
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| 5/7/2026 | Earned Wealth Advisors LLC | 182,083 | $17.78M | 1.2% | +1.3% | 10.116% | |
| 5/6/2026 | Kesler Norman & Wride LLC | 5,709 | $557K | 0.1% | -60.9% | 0.317% | |
| 5/6/2026 | Independent Financial Group LLC | 2,597 | $254K | 0.0% | N/A | 0.144% | |
| 4/30/2026 | Equitable Trust Co. | 3,600 | $351K | 0.0% | N/A | 0.200% | |
| 4/30/2026 | Kestra Advisory Services LLC | 3,021 | $295K | 0.0% | -3.4% | 0.168% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 29,036 | $2.84M | 0.0% | -4.2% | 1.613% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 2,550 | $249K | 0.0% | -37.8% | 0.142% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,124 | $112K | 0.0% | -93.4% | 0.056% | |
| 2/17/2026 | Cetera Investment Advisers | 3,369 | $335K | 0.0% | -6.9% | 0.168% | |
| 2/17/2026 | Osaic Holdings Inc. | 1,893 | $188K | 0.0% | -24.3% | 0.095% | |
| 2/17/2026 | Regal Investment Advisors LLC | 8,205 | $815K | 0.0% | +6.9% | 0.410% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 17,341 | $1.72M | 0.0% | +3,597.4% | 0.867% | |
| 2/17/2026 | &PARTNERS | 4,469 | $444K | 0.0% | N/A | 0.223% | |
| 2/17/2026 | Royal Bank of Canada | 72,793 | $7.23M | 0.0% | +28.5% | 3.640% | |
| 2/13/2026 | Marshall Wace LLP | 4,365 | $434K | 0.0% | N/A | 0.218% | |
| 2/13/2026 | Arkadios Wealth Advisors | 33,945 | $3.37M | 0.1% | N/A | 1.697% | |
| 2/13/2026 | Wells Fargo & Company MN | 105,505 | $10.48M | 0.0% | -78.8% | 5.275% | |
| 2/13/2026 | Summit Financial LLC | 85,837 | $8.53M | 0.1% | +1.7% | 4.292% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 19,688 | $1.96M | 0.0% | -8.0% | 0.984% | |
| 2/12/2026 | Providence Capital Advisors LLC | 249 | $25K | 0.0% | N/A | 0.012% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 30,324 | $3.01M | 0.0% | -18.6% | 1.516% | |
| 2/11/2026 | Paragon Private Wealth Management LLC | 12,283 | $1.22M | 0.4% | -1.6% | 0.614% | |
| 2/11/2026 | LPL Financial LLC | 53,438 | $5.31M | 0.0% | -43.2% | 2.672% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 153,263 | $15.23M | 0.0% | +434.0% | 7.663% | |
| 2/10/2026 | Kesler Norman & Wride LLC | 14,604 | $1.45M | 0.2% | -7.9% | 0.730% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 269 | $27K | 0.0% | N/A | 0.013% | |
| 2/6/2026 | Harmony Asset Management LLC | 3,206 | $319K | 0.1% | -18.0% | 0.160% | |
| 2/5/2026 | Proactive Wealth Strategies LLC | 23,740 | $2.36M | 0.9% | -0.5% | 1.187% | |
| 2/2/2026 | Truist Financial Corp | 93,256 | $9.27M | 0.0% | +2.5% | 4.663% | |
| 2/2/2026 | Benjamin Edwards Inc. | 39,214 | $3.90M | 0.0% | -64.0% | 2.011% | |
Elon says the ‘S’ word (Ad) Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity.
James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation. Watch the free presentation now to see what they revealed |
| 1/29/2026 | Kestra Private Wealth Services LLC | 4,100 | $407K | 0.0% | -4.5% | 0.205% | |
| 1/29/2026 | UBS Group AG | 50,418 | $5.01M | 0.0% | -34.0% | 2.521% | |
| 1/27/2026 | Earned Wealth Advisors LLC | 179,738 | $17.86M | 1.3% | N/A | 8.987% | |
| 1/26/2026 | CWM LLC | 253 | $25K | 0.0% | -99.2% | 0.013% | |
| 1/21/2026 | Sound Income Strategies LLC | 4,618 | $464K | 0.0% | N/A | 0.231% | |
| 1/13/2026 | BostonPremier Wealth LLC | 22,145 | $2.20M | 1.1% | -5.0% | 1.030% | |
| 1/1/2026 | JPMorgan Chase & Co. | 2,300 | $228K | 0.0% | N/A | 0.021% | |
| 11/18/2025 | Advisory Services Network LLC | 177,271 | $17.54M | 0.3% | -0.2% | 1.604% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 4,295 | $425K | 0.0% | -4.4% | 0.039% | |
| 11/17/2025 | Susquehanna International Group LLP | 21,445 | $2.12M | 0.0% | -55.9% | 0.194% | |
| 11/17/2025 | Bank of America Corp DE | 59,782 | $5.91M | 0.0% | -7.5% | 0.541% | |
| 11/14/2025 | Raymond James Financial Inc. | 249,549 | $24.69M | 0.0% | -1.3% | 2.258% | |
| 11/14/2025 | Two Sigma Investments LP | 8,000 | $791K | 0.0% | N/A | 0.072% | |
| 11/14/2025 | WCG Wealth Advisors LLC | 57,456 | $5.68M | 0.4% | -8.7% | 0.520% | |
| 11/14/2025 | Regal Investment Advisors LLC | 7,675 | $759K | 0.0% | N/A | 0.069% | |
| 11/13/2025 | UBS Group AG | 76,379 | $7.56M | 0.0% | +1.0% | 0.691% | |
| 11/13/2025 | Private Advisor Group LLC | 7,542 | $746K | 0.0% | +82.1% | 0.068% | |
| 11/13/2025 | First Trust Advisors LP | 7,199,549 | $712.27M | 0.5% | -2.9% | 65.154% | |
| 11/12/2025 | Claro Advisors LLC | 2,231 | $221K | 0.0% | -6.5% | 0.020% | |
| 11/10/2025 | Kovack Advisors Inc. | 2,976 | $294K | 0.0% | +11.0% | 0.027% | |
| 11/7/2025 | JPMorgan Chase & Co. | 2,300 | $228K | 0.0% | N/A | 0.021% | |
| 11/5/2025 | Harmony Asset Management LLC | 3,908 | $387K | 0.1% | -26.2% | 0.035% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 18,693 | $1.85M | 0.0% | +34.7% | 0.169% | |
| 11/4/2025 | Jones Financial Companies Lllp | 1,795 | $177K | 0.0% | -12.7% | 0.016% | |
| 11/3/2025 | Truist Financial Corp | 90,957 | $9.00M | 0.0% | +8.6% | 0.823% | |
| 11/3/2025 | Paragon Private Wealth Management LLC | 12,480 | $1.24M | 0.4% | -0.9% | 0.113% | |
| 10/28/2025 | BostonPremier Wealth LLC | 23,312 | $2.31M | 1.1% | -1.9% | 0.211% | |
| 10/27/2025 | O Dell Group LLC | 214,151 | $21.19M | 4.5% | -1.2% | 1.938% | |
| 10/24/2025 | Kesler Norman & Wride LLC | 15,852 | $1.48M | 0.3% | +5.2% | 0.143% | |
| 10/23/2025 | Benjamin Edwards Inc. | 108,803 | $10.77M | 0.1% | +10.7% | 0.985% | |
| 10/23/2025 | WMG Financial Advisors LLC | 4,790 | $474K | 0.2% | -3.3% | 0.043% | |
| 10/22/2025 | TriaGen Wealth Management LLC | 21,957 | $2.17M | 0.6% | -1.9% | 0.199% | |
| 10/22/2025 | Trust Co. of Oklahoma | 9,650 | $955K | 0.3% | +18.9% | 0.087% | |
| 10/20/2025 | Davis Investment Partners LLC | 11,758 | $1.17M | 0.4% | +3.5% | 0.106% | |
| 10/15/2025 | CWM LLC | 31,543 | $3.12M | 0.0% | +3.0% | 0.284% | |
| 10/15/2025 | World Investment Advisors | 48,297 | $4.78M | 0.1% | +8.8% | 0.435% | |
| 10/6/2025 | Nilsine Partners LLC | 184,961 | $18.30M | 1.6% | +49.7% | 1.666% | |
| 9/4/2025 | Osaic Holdings Inc. | 8,235 | $814K | 0.0% | +291.2% | 0.073% | |
| 8/19/2025 | Advisory Services Network LLC | 177,640 | $17.52M | 0.3% | N/A | 1.572% | |
| 8/15/2025 | Benjamin Edwards Inc. | 98,306 | $9.71M | 0.1% | N/A | 0.870% | |
| 8/15/2025 | BNP Paribas Financial Markets | 50,000 | $4.94M | 0.0% | N/A | 0.442% | |
| 8/15/2025 | Bank of America Corp DE | 64,628 | $6.39M | 0.0% | +525.5% | 0.572% | |
| 8/14/2025 | Raymond James Financial Inc. | 252,824 | $24.98M | 0.0% | +796.3% | 2.237% | |
| 8/14/2025 | Transamerica Financial Advisors LLC | 22,547 | $2.23M | 0.2% | N/A | 0.200% | |
| 8/14/2025 | NewEdge Advisors LLC | 202,813 | $20.04M | 0.1% | +20,427.6% | 1.795% | |
| 8/13/2025 | Proactive Wealth Strategies LLC | 23,955 | $2.37M | 1.1% | N/A | 0.212% | |
| 8/13/2025 | Baird Financial Group Inc. | 53,463 | $5.28M | 0.0% | +781.9% | 0.473% | |
| 8/13/2025 | First Trust Advisors LP | 7,413,411 | $732.45M | 0.6% | N/A | 65.605% | |
| 8/13/2025 | WCG Wealth Advisors LLC | 62,909 | $6.22M | 0.4% | N/A | 0.557% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 16,608 | $1.64M | 0.0% | N/A | 0.147% | |
Trump's about to unleash his Midterm Weapon (Ad) Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower prices before November 3.
One small oil and gas company sits atop the largest oil and gas deposit ever found on American soil and is integrating AI technology into its wells, with margins rivaling firms valued ten times higher.
A previous stock pick from this same screening process rose more than 1,000 percent in under 12 months. Read the full pre-midterm energy stock briefing now |
| 8/8/2025 | Cetera Investment Advisers | 3,337 | $330K | 0.0% | +31.7% | 0.030% | |
| 8/6/2025 | O Dell Group LLC | 216,849 | $21.43M | 5.3% | N/A | 1.919% | |
| 8/5/2025 | HFG Advisors Inc. | 7,530 | $744K | 0.6% | N/A | 0.067% | |
| 8/5/2025 | Claro Advisors LLC | 2,386 | $236K | 0.0% | N/A | 0.021% | |
| 8/5/2025 | Kesler Norman & Wride LLC | 15,066 | $1.49M | 0.3% | -3.5% | 0.133% | |
| 8/4/2025 | Kovack Advisors Inc. | 2,681 | $265K | 0.0% | N/A | 0.024% | |
| 8/4/2025 | World Investment Advisors | 44,405 | $4.39M | 0.1% | N/A | 0.393% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 13,878 | $1.37M | 0.0% | N/A | 0.123% | |
| 7/29/2025 | International Assets Investment Management LLC | 2,080 | $206K | 0.0% | N/A | 0.018% | |
| 7/29/2025 | Kraft Davis & Associates LLC | 2,166 | $218K | 0.1% | N/A | 0.019% | |