| 10/9/2026 | Capital Advisors Wealth Management LLC | 10,111 | $1.09M | 0.1% | +3.4% | 0.001% | |
| 10/9/2026 | Balefire LLC | 4,311 | $466K | 0.1% | -29.5% | 0.000% | |
| 10/8/2026 | Martin Capital Partners LLC | 56,825 | $6.14M | 1.9% | -0.3% | 0.003% | |
| 9/23/2026 | QRG Capital Management Inc. | 4,950 | $526K | 0.0% | +8.8% | 0.000% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 2,216 | $235K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | Squarepoint Ops LLC | 2,730 | $290K | 0.0% | -81.7% | 0.000% | |
| 8/27/2026 | Corient Private Wealth LP | 7,395 | $786K | 0.0% | -38.1% | 0.000% | |
| 8/18/2026 | Public Employees Retirement System of Ohio | 21,830 | $2.32M | 0.0% | N/A | 0.001% | |
| 8/3/2026 | BIP Wealth LLC | 75,420 | $6.13M | 0.2% | N/A | 0.004% | |
| 8/3/2026 | Phillips Financial Management LLC | 4,686 | $381K | 0.0% | N/A | 0.000% | |
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| 8/3/2026 | Trifecta Capital Advisors LLC | 2,202 | $179K | 0.0% | N/A | 0.000% | |
| 8/3/2026 | Everett Harris & Co. CA | 93,744 | $7.62M | 0.1% | N/A | 0.006% | |
| 8/3/2026 | Summit Global Investments | 60,553 | $4.92M | 0.3% | N/A | 0.004% | |
| 8/3/2026 | Stack Financial Management Inc | 320,898 | $26.08M | 2.0% | N/A | 0.019% | |
| 8/3/2026 | Oppenheimer Asset Management Inc. | 20,334 | $1.65M | 0.0% | N/A | 0.001% | |
| 8/3/2026 | Bryn Mawr Trust Advisors LLC | 153,950 | $12.51M | 0.5% | N/A | 0.009% | |
| 8/3/2026 | Mill Capital Management LLC | 33,644 | $2.73M | 0.2% | N/A | 0.002% | |
| 8/3/2026 | Plan Group Financial LLC | 4,831 | $393K | 0.1% | N/A | 0.000% | |
| 8/3/2026 | Laraway Financial Advisors Inc | 7,976 | $648K | 0.4% | N/A | 0.000% | |
| 8/3/2026 | Cornerstone Capital Inc. | 12,291 | $999K | 0.1% | N/A | 0.001% | |
| 8/3/2026 | Hardy Reed LLC | 2,757 | $224K | 0.0% | N/A | 0.000% | |
| 8/3/2026 | Northstar Group Inc. | 33,751 | $2.74M | 0.4% | N/A | 0.002% | |
| 7/10/2026 | Arkfeld Wealth Strategies L.L.C. | 30,458 | $3.29M | 1.0% | -0.7% | 0.002% | |
| 7/10/2026 | Community Financial Services Group LLC | 872 | $92K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 6,685 | $710K | 0.0% | +50.9% | 0.000% | |
| 7/8/2026 | Gradient Investments LLC | 52,023 | $5.53M | 0.1% | +6.2% | 0.003% | |
| 7/7/2026 | Balefire LLC | 6,111 | $649K | 0.1% | -72.6% | 0.000% | |
| 7/1/2026 | Confluence Investment Management LLC | 3,788 | $402K | 0.0% | +8.6% | 0.000% | |
| 6/16/2026 | Empowered Funds LLC | 5,690 | $555K | 0.0% | N/A | 0.000% | |
| 6/3/2026 | NewEdge Advisors LLC | 2,686 | $262K | 0.0% | +22.5% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 337,528 | $32.93M | 0.0% | -4.1% | 0.020% | |
| 5/19/2026 | Opal Capital LLC | 32,222 | $3.14M | 0.6% | +14.0% | 0.002% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,371 | $134K | 0.0% | +8.0% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 38,752 | $3.78M | 0.0% | -10.0% | 0.002% | |
| 5/18/2026 | Empowered Funds LLC | 5,690 | $555K | 0.0% | N/A | 0.000% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 174,563 | $17.03M | 0.0% | -6.5% | 0.010% | |
| 5/16/2026 | Quantinno Capital Management LP | 25,509 | $2.49M | 0.0% | +30.0% | 0.002% | |
| 5/16/2026 | Lazard Asset Management LLC | 46,473 | $4.53M | 0.0% | -15.1% | 0.003% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 21,442 | $2.09M | 0.0% | -27.6% | 0.001% | |
| 5/14/2026 | Compound Planning Inc. | 6,467 | $631K | 0.0% | +15.5% | 0.000% | |
Trump’s issues shocking Executive Order on U.S. Dollar (Ad) Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered.
Buried inside is what some call the legal groundwork for the biggest change to American money in over a century, with a key Treasury vote potentially as soon as January 18.
Ian King, Chief Strategist at Strategic Fortunes, breaks down what the order could mean for the dollar and the financial system. Read the full breakdown of Executive Order 14178 now |
| 5/14/2026 | Sei Investments Co. | 28,757 | $2.81M | 0.0% | +1.7% | 0.002% | |
| 5/13/2026 | Cetera Investment Advisers | 7,525 | $734K | 0.0% | -35.4% | 0.000% | |
| 5/13/2026 | First Trust Advisors LP | 2,059 | $201K | 0.0% | N/A | 0.000% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 5,292 | $516K | 0.0% | +11.7% | 0.000% | |
| 5/8/2026 | Summit Global Investments | 7,842 | $765K | 0.0% | -56.3% | 0.000% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 163,237 | $15.91M | 0.0% | -0.5% | 0.010% | |
| 5/7/2026 | Balefire LLC | 22,271 | $2.17M | 0.4% | -7.4% | 0.001% | |
| 5/7/2026 | KBC Group NV | 712 | $69K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | Bank of New York Mellon Corp | 14,129 | $1.38M | 0.0% | -1.1% | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 13,192 | $1.29M | 0.0% | -21.7% | 0.001% | |
| 5/4/2026 | ABC Arbitrage SA | 21,611 | $2.11M | 0.3% | +108.1% | 0.001% | |
| 4/30/2026 | Whipplewood Advisors LLC | 433 | $42K | 0.0% | +862.2% | 0.000% | |
| 4/29/2026 | R Squared Ltd | 3,959 | $386K | 0.2% | N/A | 0.000% | |
| 4/28/2026 | Kathmere Capital Management LLC | 7,459 | $728K | 0.0% | +1.5% | 0.000% | |
| 4/28/2026 | QRG Capital Management Inc. | 4,551 | $444K | 0.0% | +14.8% | 0.000% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 32,009 | $3.12M | 0.1% | N/A | 0.002% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 2,592 | $253K | 0.0% | N/A | 0.000% | |
| 4/25/2026 | Strs Ohio | 11,776 | $1.15M | 0.0% | -13.2% | 0.001% | |
| 4/25/2026 | Sage Investment Counsel LLC | 3,700 | $361K | 0.4% | +5.7% | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 4,298 | $419K | 0.0% | -3.7% | 0.000% | |
| 4/22/2026 | Fort Washington Investment Advisors Inc. OH | 496,822 | $48.47M | 0.3% | +0.4% | 0.030% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 4,699 | $458K | 0.0% | -15.3% | 0.000% | |
| 4/20/2026 | Ritholtz Wealth Management | 24,903 | $2.43M | 0.0% | -2.3% | 0.001% | |
| 4/20/2026 | Blue Trust Inc. | 511 | $50K | 0.0% | -51.9% | 0.000% | |
| 4/20/2026 | TrueMark Investments LLC | 32,222 | $3.14M | 0.6% | +14.0% | 0.002% | |
| 4/17/2026 | Arkfeld Wealth Strategies L.L.C. | 30,658 | $3.16M | 1.1% | -0.5% | 0.002% | |
| 3/9/2026 | Corient Private Wealth LLC | 11,641 | $1.10M | 0.0% | -20.2% | 0.000% | |
| 2/19/2026 | Compound Planning Inc. | 5,600 | $530K | 0.0% | -2.9% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 311,979 | $29.55M | 0.0% | +3.6% | 0.000% | |
| 2/19/2026 | Corient Private Wealth LLC | 13,431 | $1.27M | 0.0% | -8.0% | 0.000% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 4,449 | $421K | 0.0% | -5.7% | 0.000% | |
| 2/18/2026 | Summit Global Investments | 17,964 | $1.70M | 0.1% | N/A | 0.000% | |
| 2/18/2026 | Vident Advisory LLC | 6,498 | $615K | 0.0% | +2.4% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 2,192 | $208K | 0.0% | +2,987.3% | 0.000% | |
| 2/18/2026 | Voloridge Investment Management LLC | 81,644 | $7.73M | 0.0% | +1.8% | 0.000% | |
| 2/18/2026 | Inspire Investing LLC | 968 | $92K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Janus Henderson Group PLC | 51,943 | $4.92M | 0.0% | -1.1% | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 21,715 | $2.06M | 0.0% | +4.6% | 0.000% | |
| 2/17/2026 | AQR Capital Management LLC | 5,455 | $517K | 0.0% | +18.4% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 11,645 | $1.10M | 0.0% | +55.7% | 0.001% | |
| 2/17/2026 | Lazard Asset Management LLC | 54,749 | $5.19M | 0.0% | -53.7% | 0.003% | |
| 2/17/2026 | Laird Norton Wetherby Trust Company LLC | 3,161 | $299K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Jump Financial LLC | 14,462 | $1.37M | 0.0% | -67.6% | 0.001% | |
| 2/17/2026 | Roehl & Yi Investment Advisors LLC | 6,330 | $600K | 0.1% | N/A | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 12,735 | $1.21M | 0.0% | -9.7% | 0.000% | |
| 2/17/2026 | Public Employees Retirement System of Ohio | 29,628 | $2.81M | 0.0% | +84.6% | 0.000% | |
| 2/17/2026 | Captrust Financial Advisors | 12,841 | $1.22M | 0.0% | +175.3% | 0.000% | |
| 2/17/2026 | &PARTNERS | 5,751 | $545K | 0.0% | +88.7% | 0.000% | |
| 2/17/2026 | Opal Capital LLC | 28,262 | $2.68M | 0.7% | N/A | 0.000% | |
| 2/16/2026 | Vanguard Personalized Indexing Management LLC | 8,170 | $774K | 0.0% | +10.3% | 0.000% | |
First Look: Elon’s “Starphone” (Ad) Rumors are swirling that Elon Musk is developing a new mobile device that could rival the iPhone. It's said to be thinner, longer-lasting on battery, and cheaper to produce, with the ability to work worldwide without relying on cell towers.
Former Bloomberg reporter and SAC Capital trader Josh Baylin says the evidence is mounting. He notes the FCC recently gave Musk a green light connected to his mobile plans, adding fuel to speculation.
Baylin previously called the smartphone boom in 2004 and predicted Apple would sell a billion phones when others expected a fraction of that. See the full evidence behind Elon Musk's rumored new device. |
| 2/16/2026 | MML Investors Services LLC | 4,073 | $386K | 0.0% | -24.8% | 0.000% | |
| 2/16/2026 | Mariner LLC | 13,915 | $1.32M | 0.0% | +13.2% | 0.000% | |
| 2/16/2026 | Arax Advisory Partners | 312 | $30K | 0.0% | -40.3% | 0.000% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 1,728 | $164K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,292 | $122K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | The Manufacturers Life Insurance Company | 186,743 | $17.69M | 0.0% | +1.1% | 0.000% | |
| 2/13/2026 | Stifel Financial Corp | 97,696 | $9.25M | 0.0% | +6.8% | 0.000% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 346 | $33K | 0.0% | +79.3% | 0.000% | |
| 2/13/2026 | Skerryvore Asset Management Ltd | 301,133 | $28.52M | 22.2% | -7.4% | 0.000% | |
| 2/13/2026 | Itau Unibanco Holding S.A. | 672,833 | $64.05M | 1.5% | -17.5% | 0.000% | |