8/1/2025 | JDH Wealth Management LLC | 25,368 | $877K | 0.7% | +74.5% | 0.008% | |
8/1/2025 | PCA Investment Advisory Services Inc. | 16,405 | $567K | 0.2% | +14.4% | 0.005% | |
8/1/2025 | SwitchPoint Financial Planning LLC | 70,004 | $2.42M | 2.0% | +79.0% | 0.023% | |
8/1/2025 | Zhang Financial LLC | 1,736,995 | $60.05M | 2.8% | +4.6% | 0.565% | |
8/1/2025 | Heritage Wealth Management Inc. Texas | 381,943 | $13.23M | 6.6% | +6.6% | 0.124% | |
8/1/2025 | Redwood Park Advisors LLC | 97,762 | $3.38M | 2.3% | +9.2% | 0.032% | |
8/1/2025 | GWN Securities Inc. | 42,094 | $1.46M | 0.3% | -9.0% | 0.014% | |
8/1/2025 | Advisory Alpha LLC | 610,675 | $21.11M | 0.7% | +6.2% | 0.199% | |
8/1/2025 | SYM FINANCIAL Corp | 6,614,559 | $228.67M | 25.6% | -0.8% | 2.150% | |
8/1/2025 | Liberty Wealth Management LLC | 390,964 | $13.52M | 2.1% | +13.4% | 0.127% | |
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8/1/2025 | Transcend Capital Advisors LLC | 10,734 | $371K | 0.0% | N/A | 0.003% | |
8/1/2025 | Bessemer Group Inc. | 1,339 | $46K | 0.0% | N/A | 0.000% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 71,913 | $2.49M | 0.9% | +2.3% | 0.023% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 6,009 | $208K | 0.0% | N/A | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 9,247,357 | $319.68M | 0.1% | +24.4% | 3.006% | |
7/31/2025 | Wealthfront Advisers LLC | 44,689 | $1.55M | 0.0% | +41.9% | 0.015% | |
7/31/2025 | Topsail Wealth Management LLC | 36,572 | $1.26M | 0.2% | +1.3% | 0.012% | |
7/31/2025 | Orion Capital Management LLC | 2,526 | $87K | 0.0% | -49.7% | 0.001% | |
7/31/2025 | Darden Wealth Group Inc | 36,270 | $1.25M | 0.8% | N/A | 0.012% | |
7/31/2025 | Brighton Jones LLC | 1,260,981 | $43.59M | 1.2% | +5.9% | 0.410% | |
7/31/2025 | Dodds Wealth LLC | 148,834 | $5.15M | 1.4% | -3.6% | 0.048% | |
7/31/2025 | CVA Family Office LLC | 300,779 | $10.40M | 1.5% | +3.4% | 0.098% | |
7/31/2025 | City State Bank | 63,317 | $2.19M | 0.7% | +37.3% | 0.021% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 1,947,191 | $67.31M | 0.9% | +55.3% | 0.633% | |
7/31/2025 | Curio Wealth LLC | 313,212 | $10.83M | 4.7% | +138,489.4% | 0.102% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 211,329 | $7.31M | 2.8% | +6.3% | 0.069% | |
7/31/2025 | Washington Trust Advisors Inc. | 13,826 | $478K | 0.0% | +28.9% | 0.004% | |
7/31/2025 | AlTi Global Inc. | 421,786 | $14.59M | 0.4% | +351.6% | 0.137% | |
7/31/2025 | Cardinal Point Capital Management ULC | 9,268 | $320K | 0.0% | -36.2% | 0.003% | |
7/31/2025 | 180 Wealth Advisors LLC | 161,981 | $5.60M | 0.8% | +14.3% | 0.053% | |
7/31/2025 | Longview Financial Advisors Inc. | 9,827 | $340K | 0.3% | -40.6% | 0.003% | |
7/30/2025 | Bayshore Asset Management LLC | 8,241 | $285K | 0.1% | N/A | 0.003% | |
7/30/2025 | Forum Financial Management LP | 36,209 | $1.25M | 0.0% | -1.8% | 0.012% | |
7/30/2025 | Rehmann Capital Advisory Group | 54,023 | $1.87M | 0.1% | -1.5% | 0.018% | |
7/30/2025 | Exencial Wealth Advisors LLC | 357,062 | $12.34M | 0.4% | +1.4% | 0.116% | |
7/30/2025 | Studio Investment Management LLC | 15,413 | $533K | 0.1% | +3.5% | 0.005% | |
7/30/2025 | Retirement Planning Group LLC | 9,943 | $344K | 0.0% | N/A | 0.003% | |
7/30/2025 | D.A. Davidson & CO. | 335,149 | $11.59M | 0.1% | +48.6% | 0.109% | |
7/30/2025 | Advantage Trust Co | 422,124 | $14.59M | 7.2% | +1.1% | 0.137% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 140,016 | $4.84M | 0.6% | +3.3% | 0.046% | |
This rock I’m holding could be worth trillions (Ad) A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materials critical for AI chips, EV batteries, smartphones, and advanced weapons systems.
While few people know about these metals, global powers—including the U.S., China, and Russia—are racing to secure them. And one tiny public company, recently backed by the U.S. government, holds mining rights to over 340 million tons… and near-monopoly access to the richest zone. See the name and ticker behind America’s $16 trillion resource push. |
7/30/2025 | Clune & Associates LTD. | 72,731 | $2.51M | 0.7% | -4.7% | 0.024% | |
7/30/2025 | Canvas Wealth Advisors LLC | 9,987 | $346K | 0.1% | +6.9% | 0.003% | |
7/30/2025 | Evermay Wealth Management LLC | 223,625 | $7.73M | 1.0% | +108.1% | 0.073% | |
7/29/2025 | Financial Symmetry Inc | 80,602 | $2.79M | 1.4% | +18.8% | 0.026% | |
7/29/2025 | Grunden Financial Advisory Inc. | 80,668 | $2.79M | 1.2% | N/A | 0.026% | |
7/29/2025 | Chicago Partners Investment Group LLC | 529,986 | $18.79M | 0.5% | +4.5% | 0.172% | |
7/29/2025 | Wealthstream Advisors Inc. | 6,286 | $217K | 0.0% | N/A | 0.002% | |
7/29/2025 | Monument Group Wealth Advisors LLC | 746,904 | $25.82M | 16.3% | +4.2% | 0.243% | |
7/29/2025 | Private Wealth Management Group LLC | 282,811 | $9.78M | 3.2% | +18.9% | 0.092% | |
7/29/2025 | Spectrum Investment Advisors Inc. | 550,740 | $19.04M | 11.0% | +1.5% | 0.179% | |
7/29/2025 | Arista Wealth Management LLC | 1,047,859 | $36.23M | 5.0% | +3.4% | 0.341% | |
7/29/2025 | Stratos Wealth Partners LTD. | 32,443 | $1.12M | 0.0% | +9.2% | 0.011% | |
7/29/2025 | Private Trust Co. NA | 29,488 | $1.02M | 0.1% | -3.2% | 0.010% | |
7/29/2025 | Two West Capital Advisors LLC | 274,510 | $9.66M | 6.3% | -13.3% | 0.089% | |
7/29/2025 | Graver Capital Management LLC | 355,595 | $12.29M | 10.9% | +7.1% | 0.116% | |
7/29/2025 | Harbor Asset Planning Inc. | 63,582 | $2.20M | 2.1% | N/A | 0.021% | |
7/29/2025 | Semitam Bonam LLC | 64,016 | $2.21M | 2.1% | N/A | 0.021% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 153,811 | $5.32M | 1.0% | +10.7% | 0.050% | |
7/28/2025 | Dixon Fnancial Services Inc. | 9,627 | $333K | 0.2% | +13.2% | 0.003% | |
7/28/2025 | Wealthspan Partners LLC | 173,844 | $6.01M | 2.5% | +5.7% | 0.057% | |
7/28/2025 | Pettinga Financial Advisors LLC | 39,055 | $1.35M | 0.3% | +18.3% | 0.013% | |
7/28/2025 | RCS Financial Planning LLC | 16,601 | $574K | 0.3% | +3.3% | 0.005% | |
7/28/2025 | Morris Financial Concepts Inc. | 17,079 | $590K | 0.2% | +9.2% | 0.006% | |
7/28/2025 | Mutual Advisors LLC | 80,573 | $2.84M | 0.1% | +3.6% | 0.026% | |
7/28/2025 | Strategent Financial LLC | 27,660 | $956K | 0.7% | +15.2% | 0.009% | |
7/28/2025 | Curated Wealth Partners LLC | 615,379 | $21.27M | 2.5% | +4.8% | 0.200% | |
7/28/2025 | Heritage Wealth Management Inc. CA | 53,049 | $1.83M | 1.2% | +2.5% | 0.017% | |
7/28/2025 | Cypress Wealth Services LLC | 13,056 | $451K | 0.1% | +14.3% | 0.004% | |
7/28/2025 | Frazier Financial Advisors LLC | 7,626 | $264K | 0.2% | +14.6% | 0.002% | |
7/28/2025 | Baker Boyer National Bank | 182,578 | $6.31M | 2.2% | -1.6% | 0.059% | |
7/28/2025 | RFG Advisory LLC | 165,150 | $5.71M | 0.1% | -1.5% | 0.054% | |
7/28/2025 | Axxcess Wealth Management LLC | 12,111 | $419K | 0.0% | +31.2% | 0.004% | |
7/25/2025 | Wealth Architects LLC | 13,830 | $478K | 0.0% | +12.9% | 0.004% | |
7/25/2025 | Concord Asset Management LLC VA | 43,195 | $1.49M | 0.2% | N/A | 0.014% | |
7/25/2025 | Sequoia Financial Advisors LLC | 2,335,453 | $80.74M | 0.6% | +26.7% | 0.759% | |
7/25/2025 | Ruedi Wealth Management Inc. | 13,955 | $482K | 0.1% | -2.4% | 0.005% | |
7/25/2025 | MGO One Seven LLC | 39,711 | $1.37M | 0.0% | +2.0% | 0.013% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 3,169 | $110K | 0.0% | +132.0% | 0.001% | |
7/25/2025 | G2 Capital Management LLC OH | 37,018 | $1.28M | 0.4% | +6.9% | 0.012% | |
7/25/2025 | LRI Investments LLC | 902,412 | $31.20M | 2.4% | +1.0% | 0.293% | |
7/25/2025 | Second Half Financial Partners LLC | 32,010 | $1.11M | 0.5% | -1.7% | 0.010% | |
7/25/2025 | CWM LLC | 4,751 | $164K | 0.0% | +462.2% | 0.002% | |
7/25/2025 | Tranquility Partners LLC | 26,864 | $929K | 0.3% | +2.5% | 0.009% | |
7/25/2025 | Concurrent Investment Advisors LLC | 72,249 | $2.50M | 0.0% | +277.3% | 0.023% | |
7/25/2025 | R. W. Roge & Company Inc. | 177,882 | $6.15M | 3.5% | +132.8% | 0.058% | |
7/25/2025 | Apollon Financial LLC | 117,166 | $4.05M | 0.8% | +11.6% | 0.038% | |
7/25/2025 | Apollon Wealth Management LLC | 1,415,073 | $48.92M | 1.0% | -6.4% | 0.460% | |
7/25/2025 | Hemington Wealth Management | 1,474,459 | $50.97M | 7.4% | +3.7% | 0.479% | |
7/24/2025 | Benson Investment Management Company Inc. | 13,164 | $455K | 0.2% | N/A | 0.004% | |
7/24/2025 | Williams & Novak LLC | 7,559 | $261K | 0.2% | N/A | 0.002% | |
This rock I’m holding could be worth trillions (Ad) A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materials critical for AI chips, EV batteries, smartphones, and advanced weapons systems.
While few people know about these metals, global powers—including the U.S., China, and Russia—are racing to secure them. And one tiny public company, recently backed by the U.S. government, holds mining rights to over 340 million tons… and near-monopoly access to the richest zone. See the name and ticker behind America’s $16 trillion resource push. |
7/24/2025 | Bryant Woods Investment Advisors LLC | 24,933 | $862K | 0.4% | +4.3% | 0.008% | |
7/24/2025 | FinDec Wealth Services Inc. | 244,461 | $8.45M | 8.8% | -11.9% | 0.079% | |
7/24/2025 | JFS Wealth Advisors LLC | 1,008,980 | $34.88M | 2.2% | -2.5% | 0.328% | |
7/24/2025 | Blue Trust Inc. | 2,464 | $85K | 0.0% | -26.9% | 0.001% | |
7/24/2025 | Riverchase Wealth Management LLC | 29,819 | $1.03M | 0.7% | +27.1% | 0.010% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 25,640 | $886K | 0.1% | +17.1% | 0.008% | |
7/24/2025 | WMG Financial Advisors LLC | 22,617 | $782K | 0.3% | -5.8% | 0.007% | |
7/24/2025 | Vantage Point Financial LLC | 92,843 | $3.21M | 1.4% | -3.6% | 0.030% | |
7/24/2025 | Edge Financial Advisors LLC | 201,755 | $6.97M | 3.7% | +21.0% | 0.066% | |
7/24/2025 | Wealth Advisors Northwest LLC | 52,483 | $1.81M | 1.0% | -1.3% | 0.017% | |