| 11/9/2026 | Harbour Investments Inc. | 1,422 | $131K | 0.0% | N/A | 0.010% | |
| 10/27/2026 | Evensky & Katz LLC | 3,551 | $326K | 0.0% | N/A | 0.024% | |
| 10/8/2026 | Farther Finance Advisors LLC | 19,135 | $1.76M | 0.0% | +43.6% | 0.132% | |
| 9/17/2026 | Wellington Altus USA Inc. | 1,667 | $161K | 0.1% | -28.0% | 0.010% | |
| 5/19/2026 | Arkadios Wealth Advisors | 3,153 | $305K | 0.0% | +21.0% | 0.019% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 2,129 | $206K | 0.0% | -19.0% | 0.013% | |
| 5/14/2026 | RMG Wealth Management LLC | 797 | $77K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | Bank of New York Mellon Corp | 11,411 | $1.11M | 0.0% | +38.9% | 0.068% | |
| 2/17/2026 | Advisory Services Network LLC | 9,943 | $973K | 0.0% | -4.8% | 0.067% | |
| 2/17/2026 | Captrust Financial Advisors | 4,696 | $460K | 0.0% | N/A | 0.031% | |
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| 2/13/2026 | Arkadios Wealth Advisors | 2,606 | $255K | 0.0% | N/A | 0.017% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 36,706 | $3.59M | 0.0% | +3.2% | 0.246% | |
| 2/12/2026 | Wayfinding Financial LLC | 41,989 | $4.13M | 1.7% | N/A | 0.281% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 555 | $54K | 0.1% | N/A | 0.004% | |
| 2/12/2026 | Ruggiero Investments Inc. | 2,168 | $212K | 0.2% | N/A | 0.015% | |
| 2/11/2026 | JPMorgan Chase & Co. | 37,319 | $3.65M | 0.0% | +6.1% | 0.250% | |
| 2/9/2026 | Fisher Asset Management LLC | 2,159 | $211K | 0.0% | -9.0% | 0.014% | |
| 2/6/2026 | EverSource Wealth Advisors LLC | 2,628 | $257K | 0.0% | -15.6% | 0.018% | |
| 2/5/2026 | Evensky & Katz LLC | 50,020 | $4.89M | 0.3% | +30.0% | 0.335% | |
| 2/4/2026 | GGM Financials LLC | 1,340 | $131K | 0.1% | -89.3% | 0.009% | |
| 2/2/2026 | Vista Capital Partners Inc. | 2,965 | $290K | 0.0% | N/A | 0.020% | |
| 1/30/2026 | Strategic Blueprint LLC | 22,327 | $2.19M | 0.1% | +14.4% | 0.150% | |
| 1/28/2026 | Migdal Insurance & Financial Holdings Ltd. | 140,919 | $13.85M | 0.1% | +7.0% | 0.947% | |
| 1/23/2026 | Farther Finance Advisors LLC | 14,683 | $1.44M | 0.0% | +2.3% | 0.104% | |
| 1/1/2026 | JPMorgan Chase & Co. | 35,184 | $3.47M | 0.0% | -6.4% | 0.257% | |
| 12/23/2025 | Triumph Capital Management | 1,573 | $155K | 0.0% | N/A | 0.011% | |
| 11/17/2025 | Keystone Financial Group | 2,906 | $287K | 0.0% | +4.6% | 0.021% | |
| 11/17/2025 | NewEdge Advisors LLC | 179,925 | $17.74M | 0.1% | +24.7% | 1.315% | |
| 11/17/2025 | Triumph Capital Management | 1,573 | $155K | 0.0% | N/A | 0.011% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 35,585 | $3.51M | 0.0% | -5.3% | 0.260% | |
| 11/17/2025 | Flow Traders U.S. LLC | 81,384 | $8.03M | 0.3% | +15.9% | 0.595% | |
| 11/17/2025 | BNP Paribas | 14,316 | $1.41M | 0.0% | +37.1% | 0.105% | |
| 11/13/2025 | Evensky & Katz LLC | 38,475 | $3.79M | 0.2% | +73.1% | 0.281% | |
| 11/12/2025 | Fisher Asset Management LLC | 2,373 | $234K | 0.0% | -21.3% | 0.017% | |
| 11/10/2025 | GGM Financials LLC | 12,550 | $1.24M | 0.6% | +16.7% | 0.092% | |
| 11/10/2025 | Cary Street Partners Financial LLC | 2,528 | $249K | 0.0% | -9.1% | 0.018% | |
| 11/10/2025 | EverSource Wealth Advisors LLC | 3,112 | $307K | 0.0% | -55.6% | 0.023% | |
| 11/7/2025 | JPMorgan Chase & Co. | 35,184 | $3.47M | 0.0% | -6.4% | 0.257% | |
| 11/5/2025 | Elyxium Wealth LLC | 5,190 | $512K | 0.2% | +13.1% | 0.038% | |
| 11/4/2025 | Greykasell Wealth Strategies Inc. | 695 | $69K | 0.0% | N/A | 0.005% | |
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| 11/4/2025 | Jones Financial Companies Lllp | 59,118 | $5.82M | 0.0% | +15.5% | 0.432% | |
| 11/3/2025 | Golden State Wealth Management LLC | 551 | $54K | 0.0% | -23.7% | 0.004% | |
| 10/30/2025 | Migdal Insurance & Financial Holdings Ltd. | 131,712 | $12.99M | 0.1% | -12.3% | 0.966% | |
| 10/23/2025 | Strategic Blueprint LLC | 19,514 | $1.93M | 0.1% | +1.4% | 0.144% | |
| 10/14/2025 | Farther Finance Advisors LLC | 14,356 | $1.42M | 0.0% | -16.7% | 0.107% | |
| 8/15/2025 | Ameriprise Financial Inc. | 22,474 | $2.19M | 0.0% | +8.9% | 0.164% | |
| 8/14/2025 | BNP Paribas | 10,444 | $1.02M | 0.0% | -2.1% | 0.076% | |
| 8/14/2025 | Cary Street Partners Financial LLC | 2,780 | $271K | 0.0% | +29.5% | 0.020% | |
| 8/13/2025 | Flow Traders U.S. LLC | 70,210 | $6.83M | 0.3% | +852.1% | 0.513% | |
| 8/13/2025 | Baird Financial Group Inc. | 29,550 | $2.88M | 0.0% | -1.1% | 0.216% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 7,016 | $683K | 0.0% | -34.4% | 0.051% | |
| 8/13/2025 | Financial Freedom LLC | 13,329 | $1.30M | 0.7% | -1.6% | 0.097% | |
| 8/12/2025 | JPMorgan Chase & Co. | 37,601 | $3.66M | 0.0% | +9.4% | 0.275% | |
| 8/6/2025 | Golden State Wealth Management LLC | 722 | $70K | 0.0% | -31.3% | 0.005% | |
| 8/5/2025 | Elyxium Wealth LLC | 4,590 | $447K | 0.2% | +38.7% | 0.033% | |
| 8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 150,206 | $14.62M | 0.2% | -82.8% | 1.098% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 3,035 | $295K | 0.0% | -8.7% | 0.022% | |
| 7/30/2025 | Strategic Blueprint LLC | 19,238 | $1.87M | 0.1% | +98.9% | 0.140% | |
| 7/22/2025 | Evensky & Katz LLC | 22,231 | $2.16M | 0.1% | +242.1% | 0.162% | |
| 7/22/2025 | Duncan Williams Asset Management LLC | 2,295 | $223K | 0.0% | N/A | 0.017% | |
| 7/22/2025 | Kickstand Ventures LLC. | 2,295 | $223K | 0.1% | -5.2% | 0.017% | |
| 7/11/2025 | Farther Finance Advisors LLC | 17,230 | $1.68M | 0.0% | -24.9% | 0.127% | |
| 5/16/2025 | NewEdge Advisors LLC | 128,314 | $12.42M | 0.1% | +99.3% | 0.915% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 40,481 | $3.92M | 0.0% | +6.1% | 0.289% | |
| 5/15/2025 | Baird Financial Group Inc. | 29,865 | $2.89M | 0.0% | +2.2% | 0.213% | |
| 5/15/2025 | OLD Mission Capital LLC | 3,959 | $383K | 0.0% | -67.7% | 0.028% | |
| 5/14/2025 | Summit Financial LLC | 28,501 | $2.76M | 0.1% | N/A | 0.203% | |
| 5/14/2025 | Flow Traders U.S. LLC | 7,374 | $714K | 0.0% | N/A | 0.053% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 10,690 | $1.03M | 0.1% | N/A | 0.076% | |
| 5/13/2025 | Evensky & Katz LLC | 6,499 | $629K | 0.0% | -87.1% | 0.046% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 2,147 | $208K | 0.0% | N/A | 0.015% | |
| 5/9/2025 | Kickstand Ventures LLC. | 2,422 | $234K | 0.1% | -19.6% | 0.017% | |
| 5/5/2025 | Elyxium Wealth LLC | 3,309 | $320K | 0.1% | N/A | 0.024% | |
| 5/2/2025 | Graypoint LLC | 15,053 | $1.46M | 0.1% | -2.0% | 0.107% | |
| 4/29/2025 | Capital & Planning LLC | 3,338 | $323K | 0.2% | N/A | 0.024% | |
| 4/29/2025 | Strategic Blueprint LLC | 9,674 | $936K | 0.1% | +23.7% | 0.069% | |
| 4/24/2025 | Golden State Wealth Management LLC | 1,051 | $102K | 0.0% | -13.3% | 0.007% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,102 | $203K | 0.0% | +73.4% | 0.015% | |
| 4/18/2025 | Financial Freedom LLC | 13,545 | $1.31M | 0.8% | -29.8% | 0.099% | |
| 4/14/2025 | Farther Finance Advisors LLC | 22,931 | $2.22M | 0.1% | +164.0% | 0.168% | |
| 2/18/2025 | Novak & Powell Financial Services Inc. | 21,629 | $2.06M | 1.2% | N/A | 0.188% | |
| 2/18/2025 | Novem Group | 106,979 | $10.17M | 1.5% | N/A | 0.928% | |
| 2/17/2025 | Evensky & Katz LLC | 50,474 | $4.80M | 0.3% | +28.0% | 0.438% | |
| 2/17/2025 | Baird Financial Group Inc. | 29,226 | $2.78M | 0.0% | +0.8% | 0.253% | |
| 2/17/2025 | BNP Paribas | 9,423 | $896K | 0.0% | -1.3% | 0.082% | |
| 2/17/2025 | Ameriprise Financial Inc. | 21,813 | $2.07M | 0.0% | -20.1% | 0.189% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 38,153 | $3.63M | 0.0% | +71.6% | 0.331% | |
| 2/13/2025 | Keystone Financial Group | 2,830 | $269K | 0.0% | N/A | 0.025% | |
| 2/12/2025 | OLD Mission Capital LLC | 12,268 | $1.17M | 0.0% | N/A | 0.106% | |
| 2/12/2025 | JPMorgan Chase & Co. | 35,645 | $3.39M | 0.0% | +3.6% | 0.309% | |
My prediction for December 8th (Ad) Elon doesn't own the chip inside his Teslas or Starlink dishes. He licenses it from one little known public company.
Now he's planning 1,000,000 AI satellites in orbit, and every one could pay this company a royalty.
Analyst Dylan says the window to get in closes around December 8th, before new money floods into the buildout. Download this free stock pick before December 8th arrives |
| 2/11/2025 | CoreFirst Bank & Trust | 329 | $31K | 0.0% | N/A | 0.003% | |
| 2/10/2025 | Farther Finance Advisors LLC | 8,687 | $826K | 0.0% | -2.6% | 0.075% | |
| 2/6/2025 | One Capital Management LLC | 26,483 | $2.52M | 0.1% | N/A | 0.230% | |
| 2/6/2025 | Jones Financial Companies Lllp | 49,457 | $4.70M | 0.0% | +4.1% | 0.429% | |
| 1/29/2025 | Kickstand Ventures LLC. | 3,011 | $286K | 0.1% | -4.2% | 0.026% | |
| 1/28/2025 | Moloney Securities Asset Management LLC | 3,291 | $313K | 0.0% | N/A | 0.029% | |
| 1/28/2025 | Golden State Wealth Management LLC | 1,212 | $115K | 0.0% | N/A | 0.011% | |
| 1/23/2025 | Strategic Blueprint LLC | 7,820 | $744K | 0.0% | +62.3% | 0.068% | |
| 1/16/2025 | Financial Freedom LLC | 19,288 | $1.83M | 1.0% | -1.8% | 0.167% | |
| 1/13/2025 | Tsfg LLC | 259 | $25K | 0.0% | -90.4% | 0.002% | |