| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 346,192 | $6.19M | 0.2% | +2.2% | 0.385% | |
| 7/1/2026 | Confluence Investment Management LLC | 48,503 | $868K | 0.0% | +16.0% | 0.054% | |
| 6/16/2026 | PVG Asset Management Corp | 15,090 | $222K | 0.2% | N/A | 0.017% | |
| 6/16/2026 | Empowered Funds LLC | 16,877 | $248K | 0.0% | +10.5% | 0.019% | |
| 5/19/2026 | Bank of America Corp DE | 190,166 | $2.80M | 0.0% | +57.7% | 0.212% | |
| 5/18/2026 | Sunbelt Securities Inc. | 2,500 | $37K | 0.0% | N/A | 0.003% | |
| 5/18/2026 | Royal Bank of Canada | 52,305 | $769K | 0.0% | +58.2% | 0.058% | |
| 5/18/2026 | Empowered Funds LLC | 16,877 | $248K | 0.0% | +10.5% | 0.019% | |
| 5/14/2026 | Sei Investments Co. | 64,244 | $945K | 0.0% | +100.0% | 0.071% | |
| 5/13/2026 | Cetera Investment Advisers | 79,711 | $1.17M | 0.0% | +4.5% | 0.089% | |
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| 5/6/2026 | Independent Financial Group LLC | 63,426 | $933K | 0.0% | N/A | 0.071% | |
| 5/5/2026 | D.A. Davidson & CO. | 38,410 | $565K | 0.0% | +30.7% | 0.043% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 17,312 | $255K | 0.0% | +6.6% | 0.021% | |
| 5/5/2026 | Sanctuary Advisors LLC | 55,847 | $822K | 0.0% | +138.0% | 0.067% | |
| 5/4/2026 | Emerald Advisers LLC | 766,190 | $11.27M | 0.4% | -5.4% | 0.921% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 87,900 | $1.41M | 0.0% | -2.1% | 0.106% | |
| 5/1/2026 | Fifth Third Bancorp | 2,500 | $37K | 0.0% | N/A | 0.003% | |
| 4/30/2026 | Kestra Advisory Services LLC | 40,439 | $595K | 0.0% | +124.2% | 0.049% | |
| 4/29/2026 | R Squared Ltd | 27,361 | $402K | 0.2% | +17.1% | 0.033% | |
| 4/27/2026 | PFG Investments LLC | 14,167 | $208K | 0.0% | -10.8% | 0.017% | |
| 4/27/2026 | Sound Income Strategies LLC | 1,160,453 | $17.16M | 0.8% | +22.8% | 1.395% | |
| 4/24/2026 | Exeter Financial LLC | 11,589 | $170K | 0.1% | +6.6% | 0.014% | |
| 4/23/2026 | Forum Financial Management LP | 40,000 | $588K | 0.0% | +150.0% | 0.048% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 13,534 | $199K | 0.1% | +24.1% | 0.016% | |
| 4/22/2026 | Union Bancaire Privee UBP SA | 5,973 | $86K | 0.0% | -76.8% | 0.007% | |
| 4/17/2026 | Values First Advisors Inc. | 18,441 | $271K | 0.1% | +6.0% | 0.022% | |
| 4/17/2026 | Brookstone Capital Management | 11,186 | $165K | 0.0% | -13.9% | 0.013% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 964,548 | $14.13M | 0.0% | +5.3% | 1.160% | |
| 3/9/2026 | Corient Private Wealth LLC | 98,757 | $1.45M | 0.0% | -5.2% | 0.119% | |
| 2/23/2026 | Virtu Financial LLC | 34,593 | $507K | 0.0% | N/A | 0.046% | |
| 2/19/2026 | Invesco Ltd. | 1,026,680 | $15.04M | 0.0% | +22.4% | 1.357% | |
| 2/19/2026 | Corient Private Wealth LLC | 98,894 | $1.45M | 0.0% | -5.1% | 0.131% | |
| 2/18/2026 | First Commonwealth Financial Corp PA | 24,540 | $360K | 0.1% | +3.4% | 0.032% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 147,047 | $2.15M | 0.0% | N/A | 0.194% | |
| 2/18/2026 | Vident Advisory LLC | 23,592 | $346K | 0.0% | -49.6% | 0.031% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 78,130 | $1.15M | 0.0% | +15.2% | 0.103% | |
| 2/18/2026 | NewEdge Advisors LLC | 11,047 | $162K | 0.0% | -22.6% | 0.015% | |
| 2/18/2026 | Empowered Funds LLC | 15,276 | $224K | 0.0% | -28.1% | 0.020% | |
| 2/18/2026 | Millennium Management LLC | 318,535 | $4.67M | 0.0% | +160.2% | 0.421% | |
| 2/17/2026 | Guggenheim Capital LLC | 42,553 | $623K | 0.0% | +6.6% | 0.056% | |
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| 2/17/2026 | Cetera Investment Advisers | 76,251 | $1.12M | 0.0% | -3.5% | 0.101% | |
| 2/17/2026 | Kovack Advisors Inc. | 17,194 | $252K | 0.0% | N/A | 0.023% | |
| 2/17/2026 | Jump Financial LLC | 37,711 | $552K | 0.0% | N/A | 0.050% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 545,047 | $7.99M | 0.0% | +203.0% | 0.720% | |
| 2/17/2026 | Osaic Holdings Inc. | 66,888 | $980K | 0.0% | +1.1% | 0.088% | |
| 2/17/2026 | Advisory Services Network LLC | 43,287 | $634K | 0.0% | -74.1% | 0.057% | |
| 2/17/2026 | Royal Bank of Canada | 33,056 | $484K | 0.0% | +10.9% | 0.044% | |
| 2/17/2026 | Graham Capital Management L.P. | 11,234 | $165K | 0.0% | +10.7% | 0.015% | |
| 2/17/2026 | Faithward Advisors LLC | 195,040 | $2.86M | 0.4% | -22.7% | 0.258% | |
| 2/16/2026 | Squarepoint Ops LLC | 21,446 | $314K | 0.0% | N/A | 0.028% | |
| 2/16/2026 | Verition Fund Management LLC | 42,460 | $622K | 0.0% | N/A | 0.056% | |
| 2/16/2026 | MML Investors Services LLC | 10,372 | $152K | 0.0% | -20.5% | 0.014% | |
| 2/16/2026 | Mariner LLC | 10,357 | $152K | 0.0% | -30.0% | 0.014% | |
| 2/16/2026 | Kennedy Capital Management LLC | 320,038 | $4.69M | 0.1% | +0.6% | 0.423% | |
| 2/16/2026 | Aigen Investment Management LP | 37,382 | $548K | 0.1% | -6.3% | 0.049% | |
| 2/13/2026 | Kestra Advisory Services LLC | 18,035 | $264K | 0.0% | +40.4% | 0.024% | |
| 2/13/2026 | Marshall Wace LLP | 445,222 | $6.52M | 0.0% | -61.3% | 0.588% | |
| 2/13/2026 | Stifel Financial Corp | 432,777 | $6.34M | 0.0% | +0.3% | 0.572% | |
| 2/13/2026 | Birchview Capital LP | 20,000 | $293K | 0.2% | N/A | 0.026% | |
| 2/13/2026 | State Street Corp | 71,836 | $1.09M | 0.0% | +23.9% | 0.095% | |
| 2/13/2026 | Van ECK Associates Corp | 1,785,503 | $26.16M | 0.0% | +2.2% | 2.359% | |
| 2/13/2026 | Dynamic Technology Lab Private Ltd | 15,813 | $232K | 0.1% | N/A | 0.021% | |
| 2/13/2026 | Wells Fargo & Company MN | 91,969 | $1.35M | 0.0% | +6.3% | 0.122% | |
| 2/12/2026 | Advisors Asset Management Inc. | 302,930 | $4.44M | 0.1% | +6.8% | 0.400% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 108,411 | $1.59M | 0.0% | -5.3% | 0.143% | |
| 2/12/2026 | Eagle Point Credit Management LLC | 727,439 | $10.66M | 10.2% | N/A | 0.961% | |
| 2/12/2026 | EntryPoint Capital LLC | 16,748 | $245K | 0.1% | N/A | 0.022% | |
| 2/12/2026 | SMH Capital Advisors Inc. | 170,785 | $2.50M | 5.1% | +22.9% | 0.226% | |
| 2/12/2026 | Kovack Advisors Inc. | 17,193 | $252K | 0.0% | N/A | 0.023% | |
| 2/11/2026 | Empowered Funds LLC | 15,276 | $224K | 0.0% | -28.1% | 0.020% | |
| 2/11/2026 | LPL Financial LLC | 408,680 | $5.99M | 0.0% | -21.0% | 0.540% | |
| 2/11/2026 | Franklin Resources Inc. | 668,642 | $9.80M | 0.0% | +18.1% | 0.884% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 374,924 | $5.49M | 3.2% | N/A | 0.495% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 26,725 | $392K | 0.0% | -53.3% | 0.035% | |
| 2/10/2026 | Nomura Asset Management Co. Ltd. | 1,718 | $25K | 0.0% | N/A | 0.002% | |
| 2/9/2026 | Melia Wealth LLC | 1,193,518 | $17.49M | 8.1% | +1.2% | 1.577% | |
| 2/6/2026 | Prevail Innovative Wealth Advisors LLC | 136,762 | $2.00M | 0.4% | +8.1% | 0.181% | |
| 2/6/2026 | HighTower Advisors LLC | 13,924 | $204K | 0.0% | N/A | 0.018% | |
| 2/5/2026 | Abacus Wealth Partners LLC | 12,141 | $178K | 0.0% | N/A | 0.016% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 34,496 | $505K | 0.0% | +3.5% | 0.046% | |
| 2/5/2026 | Allworth Financial LP | 6,040 | $88K | 0.0% | +54.5% | 0.008% | |
| 2/3/2026 | Denali Advisors LLC | 87,030 | $1.28M | 0.1% | -17.5% | 0.115% | |
| 2/3/2026 | GRIMES & Co WEALTH MANAGEMENT LLC | 10,206 | $150K | 0.0% | N/A | 0.013% | |
| 2/3/2026 | International Assets Investment Management LLC | 8,814 | $129K | 0.0% | N/A | 0.012% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 41,221 | $604K | 0.0% | +33.0% | 0.054% | |
| 1/30/2026 | Values First Advisors Inc. | 17,394 | $255K | 0.1% | N/A | 0.023% | |
| 1/30/2026 | R Squared Ltd | 23,373 | $342K | 0.2% | N/A | 0.031% | |
| 1/29/2026 | D.A. Davidson & CO. | 29,399 | $431K | 0.0% | +26.1% | 0.039% | |
| 1/29/2026 | UBS Group AG | 1,038,928 | $15.22M | 0.0% | +28.8% | 1.373% | |
| 1/29/2026 | Sanctuary Advisors LLC | 23,462 | $344K | 0.0% | +11.4% | 0.031% | |
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 |
| 1/28/2026 | Geneos Wealth Management Inc. | 16,233 | $238K | 0.0% | +107.2% | 0.021% | |
| 1/28/2026 | Chicago Partners Investment Group LLC | 89,812 | $1.32M | 0.0% | -4.5% | 0.119% | |
| 1/28/2026 | Eagle Global Advisors LLC | 29,430 | $431K | 0.0% | +38.3% | 0.039% | |
| 1/26/2026 | Mirae Asset Global Investments Co. Ltd. | 16,800 | $246K | 0.0% | -26.2% | 0.022% | |
| 1/26/2026 | PFG Investments LLC | 15,881 | $233K | 0.0% | +19.1% | 0.021% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 24,200 | $355K | 0.0% | +15.2% | 0.032% | |
| 1/22/2026 | Comprehensive Money Management Services LLC | 10,906 | $160K | 0.1% | N/A | 0.014% | |
| 1/21/2026 | Naviter Wealth LLC | 45,433 | $689K | 0.1% | +285.7% | 0.060% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 1,820 | $27K | 0.0% | N/A | 0.002% | |
| 1/21/2026 | Sound Income Strategies LLC | 944,948 | $15.32M | 0.7% | +58,959.3% | 1.249% | |