| 6/3/2026 | NewEdge Advisors LLC | 38,471 | $470K | 0.0% | -7.0% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 32,805 | $401K | 0.0% | -7.4% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 17,809 | $218K | 0.0% | +27.7% | 0.000% | |
| 5/6/2026 | Gould Asset Management LLC CA | 24,621 | $301K | 0.1% | +11.2% | 0.000% | |
| 5/5/2026 | Bank of New York Mellon Corp | 16,347 | $200K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | Sanctuary Advisors LLC | 23,226 | $284K | 0.0% | -3.3% | 0.000% | |
| 5/4/2026 | Calamos Advisors LLC | 28,104 | $343K | 0.0% | +13.5% | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 8,128 | $99K | 0.0% | N/A | 0.000% | |
| 4/21/2026 | Independent Wealth Network Inc. | 30,188 | $369K | 0.1% | +33.6% | 0.000% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 90,365 | $1.10M | 0.3% | -1.7% | 0.000% | |
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| 3/3/2026 | NWF Advisory Services Inc. | 22,900 | $289K | 0.0% | -8.4% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 570,793 | $7.20M | 0.0% | +13.9% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 41,371 | $522K | 0.0% | +7.9% | 0.000% | |
| 2/18/2026 | Readystate Asset Management LP | 94,522 | $1.19M | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Balyasny Asset Management L.P. | 132,015 | $1.67M | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Kovack Advisors Inc. | 15,130 | $191K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 34,014 | $429K | 0.0% | -2.6% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 13,941 | $176K | 0.0% | -7.3% | 0.000% | |
| 2/16/2026 | Yakira Capital Management Inc. | 713,999 | $9.00M | 3.0% | N/A | 0.000% | |
| 2/16/2026 | Arax Advisory Partners | 49,552 | $625K | 0.0% | -7.7% | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,710 | $34K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Quarry LP | 90,216 | $1.14M | 0.2% | N/A | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 158,748 | $2.00M | 0.0% | -39.8% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 148,993 | $1.88M | 0.0% | +125.2% | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 10,588 | $134K | 0.0% | -40.8% | 0.000% | |
| 2/12/2026 | Sit Investment Associates Inc. | 2,903,697 | $36.62M | 0.7% | +4,079.2% | 0.000% | |
| 2/12/2026 | Kovack Advisors Inc. | 15,130 | $191K | 0.0% | N/A | 0.000% | |
| 2/11/2026 | Outlook Wealth Advisors LLC | 91,934 | $1.16M | 0.3% | -1.4% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 398,267 | $5.02M | 0.0% | +13.3% | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 11,769 | $148K | 0.1% | N/A | 0.000% | |
| 2/10/2026 | Pasadena Private Wealth LLC | 11,000 | $139K | 0.0% | -12.0% | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 19,513 | $246K | 0.0% | N/A | 0.000% | |
| 2/5/2026 | Clarion Wealth Managment Partners LLC | 14,871 | $188K | 0.2% | +11.1% | 0.000% | |
| 2/3/2026 | International Assets Investment Management LLC | 2,375 | $30K | 0.0% | N/A | 0.000% | |
| 2/2/2026 | Wolverine Asset Management LLC | 67,865 | $856K | 0.0% | N/A | 0.000% | |
| 1/29/2026 | Comerica Bank | 7,938 | $100K | 0.0% | +11.2% | 0.000% | |
| 1/29/2026 | Calamos Advisors LLC | 24,759 | $312K | 0.0% | +62.0% | 0.000% | |
| 1/28/2026 | Absolute Investment Advisers LLC | 247,060 | $3.14M | 0.4% | N/A | 0.000% | |
| 1/26/2026 | Shaker Financial Services LLC | 231,461 | $2.92M | 0.9% | +66.6% | 0.000% | |
| 1/26/2026 | Independent Wealth Network Inc. | 22,596 | $285K | 0.1% | +6.8% | 0.000% | |
Iran just proved America's energy strategy is broken (Ad) When the U.S.-Iran deal allowed Iranian oil back into the market, prices fell immediately and energy stocks dropped 1.7%. That's not stability - that's a supply hostage situation repeating since 1973.
Beneath American soil sits an energy source 50,000 times larger than all global oil and gas reserves combined. It can't be sanctioned or embargoed. Last year, a drilling crew hit targets twelve years ahead of schedule. Google signed a 15-year deal. One company sits at the center, and July 4th could be a turning point. See the company positioned to make OPEC irrelevant |
| 11/17/2025 | NewEdge Advisors LLC | 38,345 | $518K | 0.0% | -4.0% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 25,583 | $346K | 0.0% | -3.5% | 0.000% | |
| 11/17/2025 | Ameriprise Financial Inc. | 19,375 | $262K | 0.0% | +22.0% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 165,238 | $2.23M | 0.0% | -3.1% | 0.000% | |
| 11/14/2025 | Comerica Bank | 7,137 | $96K | 0.0% | +38.2% | 0.000% | |
| 11/13/2025 | Invesco Ltd. | 501,000 | $6.77M | 0.0% | +8.1% | 0.000% | |
| 11/13/2025 | McGowan Group Asset Management Inc. | 3,748,998 | $50.69M | 6.3% | -0.1% | 0.000% | |
| 11/13/2025 | UBS Group AG | 65,586 | $887K | 0.0% | -6.1% | 0.000% | |
| 11/6/2025 | Advisors Asset Management Inc. | 66,163 | $895K | 0.0% | N/A | 0.000% | |
| 11/4/2025 | Jones Financial Companies Lllp | 1,871 | $25K | 0.0% | N/A | 0.000% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 15,283 | $207K | 0.0% | -23.9% | 0.000% | |
| 10/30/2025 | Outlook Wealth Advisors LLC | 93,209 | $1.26M | 0.3% | -3.4% | 0.000% | |
| 10/28/2025 | Gould Asset Management LLC CA | 22,141 | $299K | 0.1% | +4.4% | 0.000% | |
| 10/22/2025 | Shaker Financial Services LLC | 138,919 | $1.89M | 0.6% | -38.7% | 0.000% | |
| 10/20/2025 | Calamos Advisors LLC | 15,286 | $207K | 0.0% | +21.7% | 0.000% | |
| 10/15/2025 | Independent Wealth Network Inc. | 21,158 | $286K | 0.1% | +8.9% | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 33,131 | $428K | 0.0% | +4.4% | 0.000% | |
| 8/21/2025 | Clarion Wealth Managment Partners LLC | 13,079 | $169K | 0.2% | N/A | 0.000% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 6,043 | $78K | 0.0% | N/A | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 26,499 | $343K | 0.0% | -30.5% | 0.000% | |
| 8/15/2025 | Ameriprise Financial Inc. | 15,878 | $205K | 0.0% | -19.5% | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 170,447 | $2.20M | 0.0% | +8.7% | 0.000% | |
| 8/14/2025 | NewEdge Advisors LLC | 39,943 | $516K | 0.0% | -7.6% | 0.000% | |
| 8/13/2025 | McGowan Group Asset Management Inc. | 3,752,362 | $48.52M | 6.1% | +1.2% | 0.000% | |
| 8/13/2025 | Invesco Ltd. | 463,597 | $5.99M | 0.0% | +9.4% | 0.000% | |
| 8/8/2025 | Calamos Advisors LLC | 12,556 | $162K | 0.0% | -8.0% | 0.000% | |
| 8/7/2025 | Summit X LLC | 54,246 | $701K | 0.1% | -62.6% | 0.000% | |
| 8/5/2025 | Shaker Financial Services LLC | 226,452 | $2.95M | 1.1% | +32.3% | 0.000% | |
| 8/5/2025 | Gould Asset Management LLC CA | 21,201 | $274K | 0.1% | +12.4% | 0.000% | |
| 8/4/2025 | Wolverine Asset Management LLC | 18,564 | $240K | 0.0% | N/A | 0.000% | |
| 7/25/2025 | Apollon Wealth Management LLC | 13,804 | $178K | 0.0% | +6.1% | 0.000% | |
| 7/23/2025 | Tyche Wealth Partners LLC | 11,053 | $143K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 8,099 | $105K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | NewEdge Advisors LLC | 43,241 | $566K | 0.0% | -3.3% | 0.000% | |
| 5/12/2025 | Invesco Ltd. | 423,773 | $5.54M | 0.0% | +10.7% | 0.000% | |
| 5/9/2025 | Shaker Financial Services LLC | 171,164 | $2.26M | 0.9% | +5.3% | 0.000% | |
| 5/8/2025 | Pasadena Private Wealth LLC | 12,700 | $166K | 0.0% | N/A | 0.000% | |
| 5/7/2025 | LPL Financial LLC | 331,144 | $4.33M | 0.0% | +9.3% | 0.000% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 11,255 | $147K | 0.0% | +12.5% | 0.000% | |
| 5/2/2025 | Summit X LLC | 144,852 | $1.90M | 0.4% | +85.0% | 0.000% | |
| 5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 28,828 | $377K | 0.4% | +80.2% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 14,189 | $186K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 107,724 | $1.41M | 0.0% | -27.4% | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,300 | $30K | 0.0% | +100.0% | 0.000% | |
| 4/22/2025 | Advisor Resource Council | 28,567 | $374K | 0.0% | N/A | 0.000% | |
| 4/14/2025 | Outlook Wealth Advisors LLC | 97,157 | $1.27M | 0.4% | +83.4% | 0.000% | |
| 2/21/2025 | WNY Asset Management LLC | 23,837 | $306K | 0.0% | -4.0% | 0.000% | |
| 2/17/2025 | McGowan Group Asset Management Inc. | 3,729,761 | $47.89M | 6.4% | -6.9% | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 35,303 | $453K | 0.0% | -14.0% | 0.000% | |
| 2/17/2025 | Ameriprise Financial Inc. | 12,744 | $164K | 0.0% | N/A | 0.000% | |
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 |
| 2/14/2025 | IHT Wealth Management LLC | 10,223 | $131K | 0.0% | -47.2% | 0.000% | |
| 2/14/2025 | Shaker Financial Services LLC | 162,483 | $2.09M | 0.8% | +93.5% | 0.000% | |
| 2/13/2025 | NewEdge Advisors LLC | 44,696 | $574K | 0.0% | -4.8% | 0.000% | |
| 2/13/2025 | Guggenheim Capital LLC | 101,528 | $1.30M | 0.0% | -34.7% | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 155,873 | $2.00M | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Invesco Ltd. | 382,925 | $4.92M | 0.0% | +4.5% | 0.000% | |
| 2/13/2025 | Wells Fargo & Company MN | 170,517 | $2.19M | 0.0% | -7.1% | 0.000% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 17,160 | $220K | 0.0% | -7.9% | 0.000% | |
| 2/11/2025 | LPL Financial LLC | 303,000 | $3.89M | 0.0% | +2.4% | 0.000% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 20,996 | $270K | 0.0% | -48.2% | 0.000% | |