| 6/24/2026 | Basecamp Wealth Advisors LLC | 86,764 | $1.05M | 0.2% | N/A | 0.000% | |
| 6/3/2026 | NewEdge Advisors LLC | 63,885 | $770K | 0.0% | +6.9% | 0.000% | |
| 6/1/2026 | Concorde Asset Management LLC | 14,700 | $177K | 0.1% | N/A | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 517,765 | $6.24M | 0.0% | -8.8% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 790,271 | $9.52M | 0.0% | +3.6% | 0.000% | |
| 5/16/2026 | Lazard Asset Management LLC | 2,943,798 | $35.47M | 0.1% | -0.4% | 0.000% | |
| 5/15/2026 | 44 Wealth Management LLC | 120,337 | $1.45M | 0.5% | -1.6% | 0.000% | |
| 5/15/2026 | Waverly Advisors LLC | 48,454 | $584K | 0.0% | +6.2% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 83,934 | $1.01M | 0.0% | +8.0% | 0.000% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 661,046 | $7.97M | 0.0% | -30.7% | 0.000% | |
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| 5/6/2026 | Independent Financial Group LLC | 22,421 | $270K | 0.0% | N/A | 0.000% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 1,080,074 | $13.02M | 1.5% | +7.5% | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 23,674 | $285K | 0.0% | +2,267.4% | 0.000% | |
| 4/30/2026 | Summit Securities Group LLC | 9,875 | $119K | 0.0% | N/A | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 143,666 | $1.73M | 0.0% | +1,149.5% | 0.000% | |
| 4/28/2026 | Stephens Inc. AR | 18,516 | $223K | 0.0% | -34.3% | 0.000% | |
| 4/27/2026 | Private Advisor Group LLC | 61,269 | $738K | 0.0% | -29.4% | 0.000% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 46,738 | $563K | 0.1% | -3.4% | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 30,201 | $364K | 0.0% | -9.3% | 0.000% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 14,122 | $170K | 0.0% | -6.6% | 0.000% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 58,246 | $702K | 0.0% | +1.8% | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 4,115 | $45K | 0.0% | -53.0% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 897,860 | $9.86M | 0.0% | -18.6% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 59,734 | $656K | 0.0% | -2.1% | 0.000% | |
| 2/18/2026 | Rivernorth Capital Management LLC | 618,455 | $6.79M | 0.3% | -22.3% | 0.000% | |
| 2/18/2026 | Millennium Management LLC | 12,779 | $140K | 0.0% | -51.2% | 0.000% | |
| 2/18/2026 | Evolve Private Wealth LLC | 77,098 | $847K | 0.1% | N/A | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 96,497 | $1.06M | 0.0% | +28.4% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 77,694 | $853K | 0.0% | +2.1% | 0.000% | |
| 2/17/2026 | Lazard Asset Management LLC | 2,955,887 | $32.46M | 0.1% | +19.1% | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 231,109 | $2.54M | 0.0% | +1.1% | 0.000% | |
| 2/17/2026 | &PARTNERS | 27,450 | $301K | 0.0% | +132.4% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 762,547 | $8.37M | 0.0% | +1.1% | 0.000% | |
| 2/16/2026 | Mariner LLC | 48,607 | $534K | 0.0% | +16.6% | 0.000% | |
| 2/13/2026 | Stifel Financial Corp | 310,664 | $3.41M | 0.0% | -4.3% | 0.000% | |
| 2/13/2026 | First Trust Advisors LP | 61,101 | $671K | 0.0% | +7.4% | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 4,101,251 | $45.03M | 0.0% | +2.2% | 0.000% | |
| 2/12/2026 | Advocate Investing Services LLC | 3,200 | $35K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 32,979 | $362K | 0.0% | -46.4% | 0.000% | |
| 2/12/2026 | HRT Financial LP | 22,174 | $243K | 0.0% | N/A | 0.000% | |
Three companies about to leapfrog Nvidia [And transform the entire industry] (Ad) Tech forecaster George Gilder - who identified Amazon when it was still just an online bookstore and predicted mobile computing years before the iPhone - has identified three companies he calls the 'Trillion Dollar Triangle.'
One of them went public just weeks ago. Demand for its technology is already outpacing supply, with major AI players among its biggest customers. Gilder says this kind of supply crunch is the tell that a new technology is transitioning from possibility to inevitability. Discover the three companies behind the Trillion Dollar Triangle today |
| 2/12/2026 | Triumph Capital Management | 49,853 | $547K | 0.1% | -38.4% | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 460,457 | $5.06M | 0.0% | -3.2% | 0.000% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 87,406 | $960K | 0.0% | +2.6% | 0.000% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 33,316 | $366K | 0.0% | +25.2% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 720,706 | $7.91M | 0.0% | +5.0% | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 25,802 | $283K | 0.2% | N/A | 0.000% | |
| 2/10/2026 | Intellectus Partners LLC | 364,275 | $4M | 0.8% | +2.2% | 0.000% | |
| 2/10/2026 | Pasadena Private Wealth LLC | 48,359 | $531K | 0.1% | +9.1% | 0.000% | |
| 2/10/2026 | Moors & Cabot Inc. | 10,205 | $112K | 0.0% | -10.5% | 0.000% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 12,996 | $143K | 0.0% | -18.1% | 0.000% | |
| 2/9/2026 | Harbour Investments Inc. | 3,891 | $43K | 0.0% | N/A | 0.000% | |
| 2/6/2026 | Global Retirement Partners LLC | 19,913 | $219K | 0.0% | +760.2% | 0.000% | |
| 2/6/2026 | IFP Advisors Inc | 2,777 | $30K | 0.0% | N/A | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 34,403 | $378K | 0.0% | +41.0% | 0.000% | |
| 2/5/2026 | Stephens Inc. AR | 28,169 | $309K | 0.0% | -14.3% | 0.000% | |
| 2/5/2026 | AlphaCore Capital LLC | 67,404 | $740K | 0.0% | +30.6% | 0.000% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 236,038 | $2.59M | 0.0% | +15,635.9% | 0.000% | |
| 2/4/2026 | Moneco Advisors LLC | 46,613 | $512K | 0.0% | -6.8% | 0.000% | |
| 2/3/2026 | International Assets Investment Management LLC | 52,878 | $581K | 0.0% | -2.0% | 0.000% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 109,301 | $1.20M | 0.0% | +13.0% | 0.000% | |
| 1/30/2026 | Samalin Investment Counsel LLC | 74,666 | $820K | 0.3% | +11.2% | 0.000% | |
| 1/29/2026 | Comerica Bank | 14,878 | $163K | 0.0% | -38.1% | 0.000% | |
| 1/29/2026 | UBS Group AG | 254,867 | $2.80M | 0.0% | +24.8% | 0.000% | |
| 1/26/2026 | Merit Financial Group LLC | 19,451 | $214K | 0.0% | +68.5% | 0.000% | |
| 1/26/2026 | Independent Wealth Network Inc. | 43,735 | $480K | 0.1% | +9.0% | 0.000% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 57,219 | $628K | 0.0% | -8.8% | 0.000% | |
| 1/26/2026 | CWM LLC | 17,109 | $188K | 0.0% | +221.2% | 0.000% | |
| 1/23/2026 | Farther Finance Advisors LLC | 86,895 | $954K | 0.0% | +2.2% | 0.000% | |
| 1/23/2026 | Transcend Capital Advisors LLC | 12,449 | $137K | 0.0% | N/A | 0.000% | |
| 1/23/2026 | Choreo LLC | 20,299 | $226K | 0.0% | +11.6% | 0.000% | |
| 1/15/2026 | Jaffetilchin Investment Partners LLC | 16,834 | $185K | 0.0% | N/A | 0.000% | |
| 1/15/2026 | Allspring Global Investments Holdings LLC | 954,111 | $10.48M | 0.0% | +25.5% | 0.000% | |
| 1/14/2026 | TrueMark Investments LLC | 129,755 | $1.43M | 0.3% | +2.5% | 0.000% | |
| 1/13/2026 | CoreCap Advisors LLC | 29,891 | $328K | 0.0% | -6.3% | 0.000% | |
| 1/9/2026 | Post Resch Tallon Group Inc. | 11,275 | $124K | 0.1% | -16.6% | 0.000% | |
| 1/9/2026 | 180 Wealth Advisors LLC | 1,005,098 | $11.04M | 1.3% | +14.9% | 0.000% | |
| 1/8/2026 | Wealth Enhancement Advisory Services LLC | 16,142 | $184K | 0.0% | +25.0% | 0.000% | |
| 11/17/2025 | NewEdge Advisors LLC | 60,986 | $620K | 0.0% | -14.8% | 0.000% | |
| 11/17/2025 | Triumph Capital Management | 80,973 | $823K | 0.2% | +7.1% | 0.000% | |
| 11/17/2025 | Susquehanna International Group LLP | 18,310 | $186K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Moors & Cabot Inc. | 11,400 | $116K | 0.0% | +9.7% | 0.000% | |
| 11/17/2025 | Millennium Management LLC | 26,209 | $267K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Citadel Advisors LLC | 12,827 | $130K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | City of London Investment Management Co. Ltd. | 371,895 | $3.78M | 0.3% | +59.8% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 618,576 | $6.29M | 0.0% | +6.6% | 0.000% | |
| 11/17/2025 | Ameriprise Financial Inc. | 531,303 | $5.40M | 0.0% | -11.1% | 0.000% | |
| 11/14/2025 | Creative Planning | 112,444 | $1.14M | 0.0% | -8.9% | 0.000% | |
| 11/14/2025 | Lazard Asset Management LLC | 2,480,945 | $25.23M | 0.0% | +42.5% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 708,058 | $7.20M | 0.0% | -5.2% | 0.000% | |
| 11/14/2025 | Virtu Financial LLC | 20,648 | $210K | 0.0% | N/A | 0.000% | |
Sell Tesla, Buy the New King of FSD Cars (Ad) In 2023, Marc Chaikin's system flagged an automotive stock as bearish - and it fell 35% shortly after. Today, that same stock has earned a 'Very Bullish' rating after forming a major partnership with Nvidia to power AI-driven autonomous vehicles.
This barely-known company was selected to handle the complex job of getting Nvidia's self-driving AI safely inside vehicles - positioning it at the center of a massive trend most investors are still missing through Tesla. Get the company's name and ticker free before it goes mainstream |
| 11/14/2025 | Comerica Bank | 24,025 | $244K | 0.0% | +59.8% | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 1,102,650 | $11.21M | 0.0% | -0.7% | 0.000% | |
| 11/13/2025 | UBS Group AG | 204,161 | $2.08M | 0.0% | +6.0% | 0.000% | |
| 11/13/2025 | Private Advisor Group LLC | 66,299 | $674K | 0.0% | +8.8% | 0.000% | |
| 11/13/2025 | First Trust Advisors LP | 56,916 | $579K | 0.0% | +13.4% | 0.000% | |
| 11/12/2025 | Intellectus Partners LLC | 356,475 | $3.63M | 0.7% | +2.4% | 0.000% | |
| 11/12/2025 | Level Four Advisory Services LLC | 15,108 | $154K | 0.0% | +8.2% | 0.000% | |
| 11/12/2025 | Choreo LLC | 18,187 | $185K | 0.0% | +16.7% | 0.000% | |
| 11/7/2025 | Ingalls & Snyder LLC | 76,850 | $782K | 0.0% | +2.7% | 0.000% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 96,684 | $983K | 0.0% | +4.3% | 0.000% | |