| 7/7/2026 | City Center Advisors LLC | 8,246 | $292K | 0.2% | +8.1% | 0.001% | |
| 7/6/2026 | Stableford Capital II LLC | 23,136 | $819K | 0.3% | -1.8% | 0.004% | |
| 7/1/2026 | PVG Asset Management Corp | 9,341 | $331K | 0.2% | +5.4% | 0.001% | |
| 6/16/2026 | PVG Asset Management Corp | 8,861 | $301K | 0.2% | N/A | 0.001% | |
| 6/15/2026 | Lombard Odier Asset Management Europe Ltd | 58,739 | $2.00M | 0.0% | N/A | 0.009% | |
| 6/12/2026 | Militia Capital Management LLC | 40,800 | $1.39M | 0.3% | N/A | 0.006% | |
| 6/3/2026 | Parallel Advisors LLC | 12,887 | $438K | 0.0% | +23.3% | 0.002% | |
| 6/3/2026 | NewEdge Advisors LLC | 20,100 | $684K | 0.0% | +37.5% | 0.003% | |
| 5/26/2026 | Glenmede Trust Co. NA | 7,592 | $258K | 0.0% | +6.1% | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 12,520 | $426K | 0.0% | -14.4% | 0.002% | |
Trump's gold order: the announcement they won't put on the front page (Ad) On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade.
Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction.
A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free. Request the free guide in 30 seconds and get positioned now |
| 5/19/2026 | Bank of America Corp DE | 1,290,031 | $43.89M | 0.0% | -24.9% | 0.202% | |
| 5/19/2026 | Janus Henderson Group PLC | 671,654 | $22.85M | 0.0% | -0.5% | 0.105% | |
| 5/18/2026 | Amundi | 85,275 | $2.90M | 0.0% | -86.8% | 0.013% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 760 | $26K | 0.0% | +69.6% | 0.000% | |
| 5/18/2026 | California State Teachers Retirement System | 12,389 | $421K | 0.0% | -10.8% | 0.002% | |
| 5/18/2026 | Riposte Capital LLC | 325,000 | $11.06M | 2.8% | +30.0% | 0.051% | |
| 5/18/2026 | Royal Bank of Canada | 497,619 | $16.93M | 0.0% | -3.2% | 0.078% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 563,920 | $19.19M | 0.0% | -3.1% | 0.088% | |
| 5/16/2026 | Quantinno Capital Management LP | 66,947 | $2.28M | 0.0% | +89.6% | 0.010% | |
| 5/16/2026 | SummitTX Capital L.P. | 24,803 | $844K | 0.0% | -42.9% | 0.004% | |
| 5/15/2026 | OMERS ADMINISTRATION Corp | 167,379 | $5.69M | 0.0% | N/A | 0.026% | |
| 5/15/2026 | Lombard Odier Asset Management Europe Ltd | 58,739 | $2.00M | 0.1% | N/A | 0.009% | |
| 5/14/2026 | Healthcare of Ontario Pension Plan Trust Fund | 64,800 | $2.20M | 0.0% | -78.4% | 0.010% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 66,228 | $2.25M | 0.0% | -34.8% | 0.010% | |
| 5/14/2026 | Sei Investments Co. | 296,653 | $10.09M | 0.0% | -40.6% | 0.046% | |
| 5/14/2026 | Lido Advisors LLC | 28,580 | $972K | 0.0% | -46.3% | 0.004% | |
| 5/14/2026 | State of Wyoming | 4,508 | $153K | 0.0% | +132.6% | 0.001% | |
| 5/13/2026 | Cetera Investment Advisers | 57,437 | $1.95M | 0.0% | +2.8% | 0.009% | |
| 5/13/2026 | Militia Capital Management LLC | 40,800 | $1.39M | 0.3% | N/A | 0.006% | |
| 5/13/2026 | NewEdge Wealth LLC | 11,611 | $395K | 0.0% | +65.5% | 0.002% | |
| 5/13/2026 | CI Investments Inc. | 96,255 | $3.28M | 0.0% | -4.1% | 0.015% | |
| 5/13/2026 | First Trust Advisors LP | 17,701 | $602K | 0.0% | +182.0% | 0.003% | |
| 5/12/2026 | ABN Amro Investment Solutions | 71,559 | $2.43M | 0.0% | N/A | 0.011% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 16,001 | $544K | 0.0% | +32.8% | 0.003% | |
| 5/7/2026 | Carl P. Sherr & Co. LLC | 18,090 | $615K | 0.3% | -20.3% | 0.003% | |
| 5/7/2026 | Parallel Advisors LLC | 12,887 | $438K | 0.0% | +23.3% | 0.002% | |
| 5/6/2026 | Jennison Associates LLC | 1,957,674 | $66.60M | 0.0% | -27.5% | 0.307% | |
| 5/6/2026 | California Public Employees Retirement System | 282,356 | $9.61M | 0.0% | -5.3% | 0.044% | |
| 5/6/2026 | Assetmark Inc. | 20,778 | $707K | 0.0% | -12.1% | 0.003% | |
| 5/6/2026 | Bessemer Group Inc. | 1,194,774 | $40.65M | 0.1% | +5.7% | 0.187% | |
SPCX Warning - and Worst News for Stocks in 50 Years (Ad) Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock.
According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits. Learn how to prepare your portfolio for what's coming next |
| 5/5/2026 | Sharpepoint LLC | 8,431 | $287K | 0.2% | -6.6% | 0.001% | |
| 5/5/2026 | Bank of New York Mellon Corp | 370,684 | $12.61M | 0.0% | -45.1% | 0.058% | |
| 5/5/2026 | Sanctuary Advisors LLC | 39,390 | $1.34M | 0.0% | +21.4% | 0.006% | |
| 5/4/2026 | WJ Financial Advisors LLC | 7,064 | $240K | 0.2% | -5.0% | 0.001% | |
| 5/4/2026 | Principal Financial Group Inc. | 10,104 | $344K | 0.0% | +118.8% | 0.002% | |
| 5/1/2026 | Villere ST Denis J & Co. LLC | 615,787 | $20.95M | 2.3% | -6.5% | 0.097% | |
| 5/1/2026 | AlpenGlobal Capital LLC | 38,476 | $1.31M | 0.8% | N/A | 0.006% | |
| 4/30/2026 | Kestra Advisory Services LLC | 20,246 | $689K | 0.0% | +5.3% | 0.003% | |
| 4/30/2026 | Azzad Asset Management Inc. ADV | 109,815 | $3.74M | 0.4% | -0.7% | 0.017% | |
| 4/29/2026 | Shelton Wealth Management LLC | 33,193 | $1.13M | 0.5% | +15.1% | 0.005% | |
| 4/28/2026 | Hodges Capital Management Inc. | 354,671 | $12.07M | 1.0% | -3.9% | 0.056% | |
| 4/28/2026 | California First Leasing Corp | 84,100 | $2.86M | 0.9% | +33.3% | 0.013% | |
| 4/28/2026 | Ascentis Independent Advisors | 1,008 | $34K | 0.0% | N/A | 0.000% | |
| 4/28/2026 | Stephens Inc. AR | 40,467 | $1.38M | 0.0% | -1.6% | 0.006% | |
| 4/28/2026 | AdvisorShares Investments LLC | 11,400 | $388K | 0.1% | +11.8% | 0.002% | |
| 4/27/2026 | Moran Wealth Management LLC | 133,788 | $4.55M | 0.1% | +1,785.7% | 0.021% | |
| 4/27/2026 | First Dallas Securities Inc. | 18,600 | $633K | 0.2% | -2.6% | 0.003% | |
| 4/27/2026 | Private Advisor Group LLC | 86,930 | $2.96M | 0.0% | -6.0% | 0.014% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 7,649 | $260K | 0.0% | -5.6% | 0.001% | |
| 4/27/2026 | Prasad Wealth Partners LLC | 38,455 | $1.31M | 0.4% | +1.1% | 0.006% | |
| 4/27/2026 | Fideuram Intesa Sanpaolo Private Banking S.P.A. | 3,293 | $112K | 0.0% | -86.9% | 0.001% | |
| 4/24/2026 | Capricorn Fund Managers Ltd | 139,571 | $4.75M | 0.7% | N/A | 0.022% | |
| 4/24/2026 | Peregrine Capital Management LLC | 296,861 | $10.10M | 0.4% | +5.9% | 0.047% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 1,600 | $54K | 0.0% | -48.4% | 0.000% | |
| 4/22/2026 | APEIRON CAPITAL Ltd | 996,052 | $33.89M | 31.7% | +25.2% | 0.156% | |
| 4/22/2026 | Pictet Asset Management Holding SA | 736,025 | $25.04M | 0.0% | -3.3% | 0.115% | |
| 4/21/2026 | Wasatch Advisors LP | 196,030 | $6.67M | 0.0% | +13.0% | 0.031% | |
| 4/21/2026 | Wesbanco Bank Inc. | 69,703 | $2.37M | 0.1% | +0.6% | 0.011% | |
| 4/21/2026 | Independent Wealth Network Inc. | 7,600 | $259K | 0.1% | N/A | 0.001% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 21,904 | $745K | 0.0% | +26.7% | 0.003% | |
| 4/20/2026 | RFG Advisory LLC | 12,142 | $413K | 0.0% | -58.0% | 0.002% | |
| 4/20/2026 | Banque Cantonale Vaudoise | 64,467 | $2.19M | 0.1% | +7.9% | 0.010% | |
| 4/17/2026 | WealthBridge Capital Management LLC | 6,631 | $226K | 0.1% | -4.1% | 0.001% | |
| 4/16/2026 | SG Americas Securities LLC | 880,329 | $29.95M | 0.0% | +489.8% | 0.138% | |
| 4/15/2026 | KRS Capital Management LLC | 12,690 | $432K | 0.3% | -4.5% | 0.002% | |
| 3/23/2026 | J. Derek Lewis & Associates Inc. | 4,555 | $212K | 0.0% | N/A | 0.001% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 118,661 | $5.52M | 0.0% | +117.6% | 0.019% | |
| 3/13/2026 | World Investment Advisors | 4,443 | $207K | 0.0% | N/A | 0.001% | |
| 3/10/2026 | PeakShares LLC | 12,143 | $564K | 0.6% | N/A | 0.002% | |
| 3/9/2026 | Corient Private Wealth LLC | 20,830 | $944K | 0.0% | -3.6% | 0.003% | |
| 3/6/2026 | Hsbc Holdings PLC | 30,013 | $1.40M | 0.0% | -94.0% | 0.005% | |
| 3/4/2026 | SHP Wealth Management | 7,154 | $333K | 0.0% | N/A | 0.001% | |
| 3/3/2026 | Platinum Paramount Investment LTD. | 11,312,048 | $525.78M | 65.2% | N/A | 1.801% | |
| 2/25/2026 | MidFirst Bank | 37,369 | $1.74M | 0.1% | N/A | 0.006% | |
| 2/20/2026 | Kovitz Investment Group Partners LLC | 131,358 | $6.11M | 0.1% | +1.2% | 0.021% | |
| 2/19/2026 | T. Rowe Price Investment Management Inc. | 1,278,728 | $59.44M | 0.0% | -74.4% | 0.204% | |
| 2/19/2026 | Invesco Ltd. | 196,385 | $9.13M | 0.0% | +25.0% | 0.031% | |
| 2/19/2026 | Corient Private Wealth LLC | 29,310 | $1.34M | 0.0% | +35.7% | 0.005% | |
| 2/19/2026 | Alberta Investment Management Corp | 36,200 | $1.68M | 0.0% | N/A | 0.006% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 14,413 | $663K | 0.0% | +59.9% | 0.002% | |
The $15 Gold Fund That Pays Up to $1,152/Month (Ad) Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. Discover the gold income fund before the next payout date |
| 2/18/2026 | Caitlin John LLC | 505 | $25K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 14,620 | $680K | 0.0% | -32.2% | 0.002% | |
| 2/18/2026 | Empowered Funds LLC | 2,412 | $112K | 0.0% | -93.6% | 0.000% | |
| 2/18/2026 | XTX Topco Ltd | 31,578 | $1.47M | 0.0% | +343.7% | 0.005% | |
| 2/18/2026 | Zurich Insurance Group Ltd FI | 537,432 | $24.98M | 0.2% | N/A | 0.086% | |
| 2/18/2026 | VestGen Advisors LLC | 5,128 | $238K | 0.0% | N/A | 0.001% | |
| 2/18/2026 | SummitTX Capital L.P. | 43,409 | $2.02M | 0.1% | N/A | 0.007% | |
| 2/18/2026 | Polymer Capital Management US LLC | 4,321 | $201K | 0.0% | N/A | 0.001% | |
| 2/18/2026 | Riposte Capital LLC | 250,000 | $11.62M | 2.5% | -64.3% | 0.040% | |
| 2/18/2026 | Moore Capital Management LP | 6,798 | $316K | 0.0% | N/A | 0.001% | |