| 5/19/2026 | Bank of America Corp DE | 13,274 | $60K | 0.0% | -73.4% | 0.028% | |
| 5/16/2026 | Quantinno Capital Management LP | 147,982 | $664K | 0.0% | N/A | 0.310% | |
| 5/1/2026 | Fifth Third Bancorp | 8,000 | $36K | 0.0% | N/A | 0.017% | |
| 4/30/2026 | Whipplewood Advisors LLC | 165,778 | $744K | 0.4% | +2.7% | 0.347% | |
| 4/29/2026 | Flatrock Wealth Partners LLC | 10,706 | $48K | 0.0% | N/A | 0.022% | |
| 4/28/2026 | Rareview Capital LLC | 15,286 | $75K | 0.0% | N/A | 0.032% | |
| 4/18/2026 | Riverbridge Partners LLC | 290,073 | $1.30M | 0.0% | +38.8% | 0.607% | |
| 4/16/2026 | Uhlmann Price Securities LLC | 50,245 | $226K | 0.0% | +41.8% | 0.105% | |
| 2/18/2026 | 1607 Capital Partners LLC | 1,956,788 | $9.67M | 0.7% | -17.7% | 4.095% | |
| 2/17/2026 | &PARTNERS | 14,349 | $71K | 0.0% | N/A | 0.030% | |
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| 2/16/2026 | Seven Mile Advisory | 114,997 | $568K | 0.1% | +6.8% | 0.241% | |
| 2/16/2026 | MML Investors Services LLC | 33,868 | $167K | 0.0% | -7.0% | 0.071% | |
| 2/16/2026 | Focus Partners Wealth | 1,468,362 | $7.26M | 0.0% | N/A | 3.073% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 77,756 | $384K | 0.0% | +144.1% | 0.163% | |
| 2/13/2026 | Wells Fargo & Company MN | 211,764 | $1.05M | 0.0% | -20.5% | 0.443% | |
| 2/12/2026 | Sit Investment Associates Inc. | 10,208,852 | $50.43M | 1.0% | +8.1% | 21.366% | |
| 2/11/2026 | LPL Financial LLC | 32,886 | $162K | 0.0% | -21.9% | 0.069% | |
| 2/10/2026 | Transatlantique Private Wealth LLC | 33,727 | $167K | 0.1% | -5.9% | 0.071% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 9,627 | $48K | 0.0% | -24.2% | 0.020% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 42,594 | $210K | 0.0% | -6.0% | 0.089% | |
| 2/6/2026 | Intellus Advisors LLC | 75,670 | $374K | 0.0% | +10.0% | 0.158% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 25,372 | $125K | 0.0% | +16.2% | 0.053% | |
| 2/6/2026 | HighTower Advisors LLC | 64,953 | $321K | 0.0% | +4.4% | 0.136% | |
| 2/3/2026 | International Assets Investment Management LLC | 26,526 | $131K | 0.0% | -28.4% | 0.056% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 10,339 | $51K | 0.0% | N/A | 0.022% | |
| 1/27/2026 | Institute for Wealth Management LLC. | 40,028 | $198K | 0.0% | -18.3% | 0.084% | |
| 1/26/2026 | Diversified Management Inc. | 1,012,610 | $5.00M | 1.2% | N/A | 2.119% | |
| 1/26/2026 | SeaBridge Investment Advisors LLC | 667,324 | $3.30M | 0.5% | -4.4% | 1.397% | |
| 1/15/2026 | Hara Capital LLC | 72,214 | $366K | 0.2% | +59.4% | 0.151% | |
| 1/15/2026 | JP Wealth Management Inc. | 3,237,474 | $15.99M | 11.3% | +7.7% | 6.776% | |
| 1/13/2026 | Riverbridge Partners LLC | 208,992 | $1.03M | 0.0% | +19.9% | 0.437% | |
| 11/17/2025 | First Foundation Advisors | 20,202 | $99K | 0.0% | -61.9% | 0.042% | |
| 11/17/2025 | 1607 Capital Partners LLC | 2,377,434 | $11.70M | 0.9% | -8.0% | 4.976% | |
| 11/17/2025 | Ameriprise Financial Inc. | 816,935 | $4.02M | 0.0% | -6.7% | 1.710% | |
| 11/14/2025 | Raymond James Financial Inc. | 939,399 | $4.62M | 0.0% | -1.9% | 1.966% | |
| 11/13/2025 | Seven Mile Advisory | 107,700 | $530K | 0.1% | N/A | 0.225% | |
| 11/13/2025 | UBS Group AG | 156,821 | $772K | 0.0% | -14.7% | 0.328% | |
| 11/13/2025 | Private Advisor Group LLC | 13,850 | $68K | 0.0% | N/A | 0.029% | |
| 11/13/2025 | Intellus Advisors LLC | 68,796 | $338K | 0.0% | +38.3% | 0.144% | |
| 11/10/2025 | Transatlantique Private Wealth LLC | 35,844 | $176K | 0.1% | -19.7% | 0.075% | |
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| 11/7/2025 | Readystate Asset Management LP | 10,008 | $49K | 0.0% | -63.5% | 0.021% | |
| 11/7/2025 | Uhlmann Price Securities LLC | 35,185 | $173K | 0.1% | -9.2% | 0.074% | |
| 11/6/2025 | MB Generational Wealth LLC | 12,812 | $63K | 0.0% | N/A | 0.027% | |
| 10/30/2025 | Hara Capital LLC | 45,314 | $223K | 0.1% | +32.4% | 0.095% | |
| 10/22/2025 | SeaBridge Investment Advisors LLC | 697,752 | $3.43M | 0.6% | -13.3% | 1.460% | |
| 10/15/2025 | Whitener Capital Management Inc. | 34,537 | $170K | 0.0% | -7.0% | 0.072% | |
| 10/15/2025 | JP Wealth Management Inc. | 3,006,023 | $14.79M | 9.9% | -6.4% | 6.291% | |
| 10/14/2025 | Riverbridge Partners LLC | 174,353 | $858K | 0.0% | +2.5% | 0.365% | |
| 10/7/2025 | Northside Capital Management LLC | 905,985 | $4.46M | 0.4% | -14.4% | 1.896% | |
| 9/4/2025 | Osaic Holdings Inc. | 95,852 | $468K | 0.0% | -16.3% | 0.201% | |
| 8/15/2025 | Corient Private Wealth LLC | 16,740 | $82K | 0.0% | N/A | 0.035% | |
| 8/15/2025 | Hara Capital LLC | 34,223 | $167K | 0.1% | N/A | 0.072% | |
| 8/15/2025 | Bank of America Corp DE | 41,740 | $204K | 0.0% | +13.6% | 0.087% | |
| 8/15/2025 | Ameriprise Financial Inc. | 875,524 | $4.27M | 0.0% | -5.7% | 1.832% | |
| 8/14/2025 | Jane Street Group LLC | 70,281 | $343K | 0.0% | N/A | 0.147% | |
| 8/14/2025 | Raymond James Financial Inc. | 957,307 | $4.67M | 0.0% | -2.9% | 2.004% | |
| 8/12/2025 | Intellus Advisors LLC | 49,754 | $243K | 0.0% | +6.0% | 0.104% | |
| 8/8/2025 | Tortoise Investment Management LLC | 16,325 | $80K | 0.0% | -31.3% | 0.034% | |
| 8/8/2025 | Cetera Investment Advisers | 16,965 | $83K | 0.0% | -20.9% | 0.036% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 23,722 | $116K | 0.0% | -44.0% | 0.050% | |
| 8/7/2025 | Allworth Financial LP | 23,000 | $112K | 0.0% | N/A | 0.048% | |
| 7/31/2025 | Whipplewood Advisors LLC | 158,266 | $772K | 0.4% | N/A | 0.331% | |
| 7/29/2025 | International Assets Investment Management LLC | 37,059 | $181K | 0.0% | -20.1% | 0.078% | |
| 7/22/2025 | JP Wealth Management Inc. | 3,213,023 | $15.68M | 11.7% | +5.6% | 6.725% | |
| 7/17/2025 | SeaBridge Investment Advisors LLC | 805,169 | $3.93M | 0.7% | +17.6% | 1.685% | |
| 7/15/2025 | Riverbridge Partners LLC | 170,101 | $830K | 0.0% | +4.0% | 0.356% | |
| 5/20/2025 | Focus Partners Wealth | 10,275 | $50K | 0.0% | N/A | 0.022% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 32,056 | $156K | 0.0% | -9.2% | 0.067% | |
| 5/16/2025 | 1607 Capital Partners LLC | 2,670,304 | $12.98M | 1.0% | +21.2% | 5.588% | |
| 5/15/2025 | Tortoise Investment Management LLC | 23,755 | $115K | 0.0% | -32.8% | 0.050% | |
| 5/14/2025 | Ieq Capital LLC | 76,049 | $370K | 0.0% | N/A | 0.159% | |
| 5/13/2025 | Raymond James Financial Inc. | 986,159 | $4.79M | 0.0% | +5.4% | 2.064% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 1,513,568 | $7.36M | 0.0% | -7.6% | 3.167% | |
| 5/13/2025 | Sit Investment Associates Inc. | 7,486,736 | $36.39M | 0.9% | +8.2% | 15.668% | |
| 5/12/2025 | Invesco Ltd. | 401,659 | $1.95M | 0.0% | +0.8% | 0.841% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 12,665 | $62K | 0.0% | -30.5% | 0.027% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 45,294 | $220K | 0.0% | -16.5% | 0.095% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 42,366 | $206K | 0.0% | -17.5% | 0.089% | |
| 5/8/2025 | First Foundation Advisors | 67,390 | $328K | 0.0% | -8.5% | 0.141% | |
| 5/2/2025 | SeaBridge Investment Advisors LLC | 684,704 | $3.33M | 0.7% | +30.4% | 1.433% | |
| 5/1/2025 | Whitener Capital Management Inc. | 38,657 | $188K | 0.1% | -14.4% | 0.081% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 10,017 | $49K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Riverbridge Partners LLC | 163,574 | $795K | 0.0% | +10.3% | 0.000% | |
| 4/18/2025 | JP Wealth Management Inc. | 3,042,735 | $14.79M | 4.8% | +7.3% | 0.000% | |
| 4/17/2025 | Sowell Financial Services LLC | 33,231 | $162K | 0.0% | N/A | 0.000% | |
| 4/10/2025 | Northside Capital Management LLC | 1,058,672 | $5.15M | 0.8% | -2.3% | 0.000% | |
| 4/9/2025 | NBC Securities Inc. | 8,589 | $41K | 0.0% | +107,262.5% | 0.000% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,088 | $49K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 54,268 | $261K | 0.0% | N/A | 0.000% | |
| 2/17/2025 | Bank of America Corp DE | 39,930 | $192K | 0.0% | +11.7% | 0.000% | |
Trump’s secret China deal (Ad) Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors?
Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all. Watch the full documentary and see which assets are positioned to benefit |
| 2/17/2025 | Ameriprise Financial Inc. | 997,360 | $4.80M | 0.0% | +14.4% | 0.000% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 23,986 | $115K | 0.0% | -29.1% | 0.000% | |
| 2/14/2025 | Kovitz Investment Group Partners LLC | 1,637,796 | $7.88M | 0.0% | -19.5% | 0.000% | |
| 2/13/2025 | 1607 Capital Partners LLC | 2,202,483 | $10.59M | 0.9% | +19.7% | 0.000% | |
| 2/13/2025 | First Foundation Advisors | 73,617 | $354K | 0.0% | -6.7% | 0.000% | |
| 2/13/2025 | Raymond James Financial Inc. | 935,886 | $4.50M | 0.0% | N/A | 0.000% | |
| 2/13/2025 | Invesco Ltd. | 398,434 | $1.92M | 0.0% | +1.8% | 0.000% | |
| 2/13/2025 | Sit Investment Associates Inc. | 6,916,611 | $33.27M | 0.8% | +0.8% | 0.000% | |
| 2/13/2025 | Wells Fargo & Company MN | 228,077 | $1.10M | 0.0% | -5.1% | 0.000% | |
| 2/12/2025 | Landscape Capital Management L.L.C. | 17,094 | $82K | 0.0% | -74.6% | 0.000% | |