| 8/25/2025 | BLVD Private Wealth LLC | 39,054 | $1.73M | 1.6% | N/A | 0.282% | |
| 8/15/2025 | North Ridge Wealth Advisors Inc. | 103,133 | $4.55M | 2.8% | +0.3% | 0.745% | |
| 8/15/2025 | Corient Private Wealth LLC | 169,888 | $7.50M | 0.0% | -25.6% | 1.228% | |
| 8/15/2025 | MML Investors Services LLC | 61,291 | $2.71M | 0.0% | +13.4% | 0.443% | |
| 8/14/2025 | Jane Street Group LLC | 31,958 | $1.41M | 0.0% | -30.1% | 0.231% | |
| 8/14/2025 | Sentinel Wealth Management Inc. | 60,836 | $2.69M | 2.5% | N/A | 0.440% | |
| 8/13/2025 | Flow Traders U.S. LLC | 47,599 | $2.10M | 0.1% | +48.8% | 0.344% | |
| 8/13/2025 | GeoWealth Management LLC | 23,363 | $1.03M | 0.0% | -2.5% | 0.169% | |
| 8/13/2025 | Nicolet Bankshares Inc. | 147,258 | $6.50M | 1.1% | +4.9% | 1.064% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 12,560 | $555K | 0.0% | +248.3% | 0.091% | |
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| 8/12/2025 | Burk Holdings LLC | 62,323 | $2.75M | 1.7% | N/A | 0.450% | |
| 8/12/2025 | Hill Investment Group Partners LLC | 736,986 | $32.55M | 4.2% | -4.2% | 5.325% | |
| 8/12/2025 | American Century Companies Inc. | 347,779 | $15.36M | 0.0% | +7.2% | 2.513% | |
| 8/12/2025 | BWM Planning LLC | 8,367 | $369K | 0.1% | -34.1% | 0.060% | |
| 8/11/2025 | Diversified Portfolios Inc. | 20,178 | $891K | 0.1% | +178.8% | 0.148% | |
| 8/11/2025 | Empowered Funds LLC | 1,124,974 | $49.68M | 0.6% | -6.3% | 8.248% | |
| 8/8/2025 | Pacific Life Fund Advisors LLC | 35,254 | $1.56M | 0.2% | -50.0% | 0.258% | |
| 8/8/2025 | Capstone Financial Advisors Inc. | 305,545 | $13.49M | 0.8% | +9.0% | 2.240% | |
| 8/8/2025 | Good Life Advisors LLC | 8,419 | $372K | 0.0% | +3.4% | 0.062% | |
| 8/8/2025 | Austin Wealth Management LLC | 121,431 | $5.29M | 0.9% | +64.0% | 0.890% | |
| 8/7/2025 | Nwam LLC | 4,903 | $217K | 0.0% | -6.1% | 0.036% | |
| 8/6/2025 | Valued Wealth Advisors LLC | 79,896 | $3.53M | 1.8% | +4.6% | 0.586% | |
| 8/6/2025 | AE Wealth Management LLC | 20,450 | $903K | 0.0% | +92.7% | 0.150% | |
| 8/6/2025 | Entrewealth LLC | 23,305 | $1.03M | 0.7% | +58.3% | 0.171% | |
| 8/5/2025 | WorthPointe LLC | 234,446 | $10.35M | 4.4% | -1.7% | 1.719% | |
| 8/5/2025 | Avant Financial Advisors LLC | 13,363 | $590K | 0.5% | +5.5% | 0.098% | |
| 8/4/2025 | Haven Private LLC | 19,743 | $872K | 0.4% | -16.6% | 0.145% | |
| 8/4/2025 | Arcadia Wealth Management Inc. | 52,427 | $2.32M | 1.6% | +3.3% | 0.384% | |
| 8/1/2025 | Equita Financial Network Inc. | 169,789 | $7.50M | 3.0% | -6.7% | 1.245% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 61,996 | $2.74M | 1.0% | -21.4% | 0.455% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 179,227 | $7.92M | 0.0% | +11.2% | 1.314% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 322,564 | $14.24M | 0.2% | +464.4% | 2.365% | |
| 7/31/2025 | Curio Wealth LLC | 5,326 | $235K | 0.1% | +48,318.2% | 0.039% | |
| 7/30/2025 | Bayshore Asset Management LLC | 23,556 | $1.04M | 0.5% | +95.0% | 0.173% | |
| 7/30/2025 | Strategic Blueprint LLC | 133,403 | $5.89M | 0.3% | +8.3% | 0.978% | |
| 7/30/2025 | Forum Financial Management LP | 40,874 | $1.81M | 0.0% | +15.6% | 0.300% | |
| 7/30/2025 | Clune & Associates LTD. | 4,985 | $220K | 0.1% | +5.5% | 0.037% | |
| 7/29/2025 | Werba Rubin Papier Wealth Management | 22,553 | $996K | 0.2% | -3.8% | 0.165% | |
| 7/29/2025 | Flagstone Financial Management | 24,437 | $1.08M | 0.3% | +7.4% | 0.179% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 20,090 | $887K | 0.0% | +9.9% | 0.147% | |
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In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
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| 7/25/2025 | CWM LLC | 195,339 | $8.63M | 0.0% | +1.8% | 1.432% | |
| 7/24/2025 | Endeavor Private Wealth Inc. | 11,501 | $508K | 0.2% | +17.9% | 0.084% | |
| 7/24/2025 | WMG Financial Advisors LLC | 94,357 | $4.17M | 1.5% | -3.0% | 0.692% | |
| 7/24/2025 | Morton Brown Family Wealth LLC | 9,769 | $431K | 0.1% | +3.9% | 0.072% | |
| 7/23/2025 | Allegiance Financial Group Advisory Services LLC | 249,747 | $11.03M | 2.9% | +8.5% | 1.831% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 116,003 | $5.12M | 3.0% | +1.6% | 0.850% | |
| 7/23/2025 | HTG Investment Advisors Inc. | 66,304 | $2.93M | 1.1% | +8.2% | 0.486% | |
| 7/22/2025 | Simplicity Wealth LLC | 207,576 | $9.17M | 0.4% | +113.4% | 1.522% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 72,436 | $3.20M | 0.1% | -15.8% | 0.531% | |
| 7/21/2025 | Life Planning Partners Inc | 29,186 | $1.29M | 1.0% | +4.1% | 0.214% | |
| 7/21/2025 | Keb Asset Management LLC | 10,790 | $476K | 0.1% | +66.6% | 0.079% | |
| 7/18/2025 | Magnolia Private Wealth LLC | 9,892 | $437K | 0.3% | +84.1% | 0.073% | |
| 7/18/2025 | FMB Wealth Management | 5,800 | $256K | 0.1% | +10.1% | 0.043% | |
| 7/17/2025 | Poinciana Advisors Group LLC | 14,313 | $632K | 0.6% | -4.3% | 0.105% | |
| 7/17/2025 | LexAurum Advisors LLC | 199,629 | $8.82M | 1.4% | +47.0% | 1.464% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 26,838 | $1.19M | 0.2% | +5.1% | 0.197% | |
| 7/16/2025 | Prairiewood Capital LLC | 234,465 | $10.35M | 3.8% | +3.7% | 1.719% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 22,943 | $1.01M | 0.1% | N/A | 0.168% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 126,027 | $5.57M | 1.5% | +21.0% | 0.924% | |
| 7/15/2025 | Level Financial Advisors | 157,087 | $6.94M | 2.2% | -0.4% | 1.152% | |
| 7/15/2025 | Vestment Financial LLC | 128,539 | $5.70M | 3.6% | +7.7% | 0.942% | |
| 7/14/2025 | BetterWealth LLC | 314,040 | $13.87M | 3.6% | +2.5% | 2.302% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 58,689 | $2.59M | 1.3% | -16.3% | 0.430% | |
| 7/14/2025 | Park Avenue Securities LLC | 88,126 | $3.89M | 0.0% | +13.4% | 0.646% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 362,799 | $16.02M | 2.2% | -0.9% | 2.660% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 32,849 | $1.45M | 0.9% | -7.7% | 0.241% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 297,943 | $13.16M | 6.1% | -3.3% | 2.184% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 34,746 | $1.53M | 0.4% | -1.0% | 0.255% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 229,823 | $10.15M | 3.2% | +3.8% | 1.685% | |
| 7/8/2025 | Apella Capital LLC | 27,757 | $1.22M | 0.0% | -1.1% | 0.203% | |
| 7/8/2025 | ShankerValleau Wealth Advisors Inc. | 337,781 | $14.92M | 4.3% | +2.1% | 2.476% | |
| 7/3/2025 | Lam Group Inc. | 89,120 | $3.94M | 2.6% | -15.3% | 0.661% | |
| 7/3/2025 | Collective Family Office LLC | 101,653 | $4.49M | 1.2% | -7.8% | 0.754% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 70,103 | $3.02M | 1.8% | -4.8% | 0.534% | |
| 5/20/2025 | Focus Partners Wealth | 304,002 | $13.08M | 0.0% | N/A | 2.317% | |
| 5/19/2025 | Jane Street Group LLC | 45,752 | $1.97M | 0.0% | -50.3% | 0.349% | |
| 5/16/2025 | Empowered Funds LLC | 1,201,130 | $51.66M | 0.7% | +1.1% | 9.155% | |
| 5/16/2025 | Jones Financial Companies Lllp | 25,911 | $1.11M | 0.0% | +3,704.8% | 0.197% | |
| 5/16/2025 | AQR Capital Management LLC | 29,597 | $1.27M | 0.0% | +38.9% | 0.226% | |
| 5/16/2025 | Aprio Wealth Management LLC | 70,345 | $3.03M | 0.4% | -8.4% | 0.536% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 57,148 | $2.46M | 0.0% | +97.9% | 0.436% | |
| 5/15/2025 | OLD Mission Capital LLC | 15,008 | $645K | 0.0% | N/A | 0.114% | |
| 5/14/2025 | Entrewealth LLC | 14,726 | $633K | 0.5% | +35.1% | 0.113% | |
| 5/14/2025 | Nicolet Bankshares Inc. | 140,446 | $6.04M | 1.2% | +4.7% | 1.077% | |
| 5/14/2025 | Hill Investment Group Partners LLC | 769,364 | $33.09M | 4.5% | +0.7% | 5.900% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,606 | $155K | 0.0% | -38.6% | 0.028% | |
| 5/14/2025 | Flow Traders U.S. LLC | 31,984 | $1.38M | 0.1% | N/A | 0.245% | |
| 5/13/2025 | American Century Companies Inc. | 324,287 | $13.95M | 0.0% | +7.1% | 2.487% | |
| 5/13/2025 | Waypoint Wealth Partners Inc. | 35,111 | $1.51M | 0.4% | -6.9% | 0.269% | |
| 5/12/2025 | CCM Investment Group LLC | 1,200,779 | $51.43M | 5.4% | N/A | 9.208% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
| 5/12/2025 | Arcadia Wealth Management Inc. | 50,772 | $2.18M | 1.7% | +4.2% | 0.389% | |
| 5/9/2025 | Keb Asset Management LLC | 6,475 | $278K | 0.1% | N/A | 0.050% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 94,110 | $4.12M | 0.1% | +0.5% | 0.722% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 102,832 | $4.42M | 3.0% | -0.4% | 0.789% | |
| 5/9/2025 | Capstone Financial Advisors Inc. | 280,245 | $12.05M | 0.8% | -18.2% | 2.149% | |
| 5/9/2025 | Haven Private LLC | 23,676 | $1.02M | 0.6% | -32.7% | 0.182% | |
| 5/8/2025 | Endeavor Private Wealth Inc. | 9,753 | $419K | 0.2% | +7.1% | 0.075% | |
| 5/8/2025 | Nicolet Advisory Services LLC | 304,330 | $12.25M | 1.2% | +5.5% | 2.334% | |
| 5/7/2025 | Werba Rubin Papier Wealth Management | 23,454 | $1.01M | 0.2% | +25.3% | 0.180% | |
| 5/7/2025 | LPL Financial LLC | 152,412 | $6.56M | 0.0% | -1.0% | 1.169% | |
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