| 7/9/2026 | Polianta Ltd | 296,600 | $17.10M | 2.1% | N/A | 0.289% | |
| 7/7/2026 | JGP Wealth Management LLC | 5,718 | $330K | 0.0% | +26.1% | 0.006% | |
| 7/7/2026 | Balefire LLC | 4,744 | $273K | 0.0% | +5.9% | 0.005% | |
| 7/7/2026 | GAMMA Investing LLC | 153,123 | $8.83M | 0.3% | +26.8% | 0.149% | |
| 7/6/2026 | Boltwood Capital Management | 9,000 | $519K | 0.1% | +28.6% | 0.009% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 13,246 | $763K | 0.0% | -12.0% | 0.013% | |
| 7/2/2026 | Stairway Partners LLC | 819,964 | $47.26M | 2.2% | +0.7% | 0.794% | |
| 7/1/2026 | Eastern Bank | 2,007 | $116K | 0.0% | -17.2% | 0.002% | |
| 6/16/2026 | Empowered Funds LLC | 12,191 | $668K | 0.0% | N/A | 0.014% | |
| 5/19/2026 | Western Wealth Management LLC | 892 | $49K | 0.0% | N/A | 0.001% | |
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| 5/19/2026 | Bank of America Corp DE | 2,081,714 | $114.06M | 0.0% | +8.1% | 2.329% | |
| 5/19/2026 | Strategic Investment Advisors MI | 160,314 | $8.79M | 0.6% | +14.5% | 0.179% | |
| 5/18/2026 | Empowered Funds LLC | 12,191 | $668K | 0.0% | N/A | 0.014% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 4,841,833 | $265.28M | 0.2% | +52.4% | 5.416% | |
| 5/16/2026 | Quantinno Capital Management LP | 44,125 | $2.42M | 0.0% | -2.5% | 0.049% | |
| 5/15/2026 | Legacy PCG LLC | 4,722 | $259K | 1.4% | -86.6% | 0.005% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 8,038 | $440K | 0.0% | N/A | 0.009% | |
| 5/15/2026 | Ameraudi Asset Management Inc. | 37,278 | $2.04M | 1.1% | -5.9% | 0.042% | |
| 5/15/2026 | Absolute Gestao de Investimentos Ltda. | 550,000 | $30.13M | 3.4% | N/A | 0.615% | |
| 5/15/2026 | Asset Management Group Inc. | 8,109 | $444K | 0.1% | -6.9% | 0.009% | |
| 5/14/2026 | Sei Investments Co. | 27,186 | $1.49M | 0.0% | +36.4% | 0.030% | |
| 5/14/2026 | Lido Advisors LLC | 380,867 | $20.87M | 0.1% | +156.5% | 0.426% | |
| 5/14/2026 | State of Wyoming | 52,154 | $2.86M | 0.3% | -42.4% | 0.058% | |
| 5/13/2026 | Cetera Investment Advisers | 192,819 | $10.57M | 0.0% | +20.4% | 0.216% | |
| 5/13/2026 | Cambridge Associates LLC MA ADV | 9,471 | $519K | 0.0% | -76.9% | 0.011% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 54,952 | $3.01M | 0.0% | -19.5% | 0.061% | |
| 5/7/2026 | Meeder Asset Management Inc. | 16,939 | $928K | 0.1% | +79.1% | 0.019% | |
| 5/7/2026 | Balefire LLC | 4,479 | $245K | 0.0% | +19.3% | 0.005% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 2,000 | $116K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Catalyst Capital Advisors LLC | 410,926 | $22.52M | 0.4% | +4.2% | 0.460% | |
| 5/6/2026 | Assetmark Inc. | 1,800,052 | $98.63M | 0.2% | +5.4% | 2.013% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 551,146 | $30.20M | 0.1% | +61.6% | 0.616% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 71,964 | $3.94M | 0.2% | +152.9% | 0.080% | |
| 5/5/2026 | Wealthfront Advisers LLC | 4,309 | $236K | 0.0% | N/A | 0.005% | |
| 5/5/2026 | IMC Chicago LLC | 4,405 | $241K | 0.0% | -57.6% | 0.005% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,800 | $99K | 0.0% | -17.5% | 0.002% | |
| 5/5/2026 | Sanctuary Advisors LLC | 6,784 | $372K | 0.0% | +11.4% | 0.008% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 78,541 | $4.30M | 0.2% | N/A | 0.088% | |
| 5/4/2026 | Retirement Planning Group LLC | 5,114 | $280K | 0.0% | +9.0% | 0.006% | |
| 5/1/2026 | Kaizen Financial Strategies | 5,210 | $302K | 0.1% | +4.0% | 0.006% | |
The invention Elon called the greatest in history (Ad) Jeff Brown and Marc Chaikin - two investors who called Nvidia a decade ago - say Elon Musk's newly filed AI patent could trigger a wealth wave they're calling his biggest breakthrough yet.
They're tracking a market pattern with a 100% historical track record of major gains, and they believe it's about to collide with this invention. The last time it triggered, investors had a chance to turn $10,000 into $350,000 in roughly 12 months. See the details on Elon's AI patent and what comes next |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 29,846 | $1.64M | 0.0% | N/A | 0.033% | |
| 5/1/2026 | Fifth Third Bancorp | 9,064 | $497K | 0.0% | N/A | 0.010% | |
| 4/30/2026 | Hsbc Holdings PLC | 217,302 | $11.91M | 0.0% | +26.1% | 0.243% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,258 | $288K | 0.0% | +18.1% | 0.006% | |
| 4/30/2026 | Capstone Capital Management Ltd | 9,000 | $493K | 0.5% | N/A | 0.010% | |
| 4/30/2026 | Vertex Investment Solutions Co. Ltd. | 22,900 | $1.23M | 1.4% | N/A | 0.026% | |
| 4/29/2026 | Lmcg Investments LLC | 56,173 | $3.08M | 0.2% | -10.6% | 0.063% | |
| 4/28/2026 | Cumberland Advisors Inc. | 50,300 | $2.76M | 1.1% | -2.3% | 0.057% | |
| 4/28/2026 | QRG Capital Management Inc. | 5,648 | $309K | 0.0% | +13.6% | 0.006% | |
| 4/27/2026 | HB Wealth Management LLC | 3,861 | $212K | 0.0% | N/A | 0.004% | |
| 4/27/2026 | Private Advisor Group LLC | 7,647 | $419K | 0.0% | N/A | 0.009% | |
| 4/25/2026 | Strs Ohio | 789,863 | $43.28M | 0.2% | +0.0% | 0.888% | |
| 4/25/2026 | Keybank National Association OH | 10,440 | $572K | 0.0% | -5.1% | 0.012% | |
| 4/24/2026 | iA Global Asset Management Inc. | 12,953 | $710K | 0.0% | -5.5% | 0.015% | |
| 4/24/2026 | SMART Wealth LLC | 10,739 | $588K | 0.2% | N/A | 0.012% | |
| 4/23/2026 | Mayflower Financial Advisors LLC | 4,033 | $221K | 0.0% | -20.6% | 0.005% | |
| 4/23/2026 | TRU Independence Asset Management 2 LLC | 12,059 | $661K | 0.4% | +2.2% | 0.014% | |
| 4/22/2026 | Millburn Ridgefield LLC DE | 410,926 | $22.52M | 0.5% | +4.2% | 0.462% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 5,662 | $310K | 0.0% | +33.4% | 0.006% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 34,649 | $1.90M | 0.2% | +18.8% | 0.039% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 6,050 | $331K | 0.0% | +9.4% | 0.007% | |
| 4/20/2026 | Cardinal Point Capital Management ULC | 19,404 | $1.06M | 0.1% | +1.0% | 0.022% | |
| 4/17/2026 | Ocean Park Asset Management LLC | 297,846 | $16.32M | 0.8% | +20.7% | 0.339% | |
| 4/17/2026 | Sterling Investment Counsel LLC | 6,720 | $368K | 0.1% | N/A | 0.008% | |
| 4/16/2026 | Henrickson Nauta Wealth Advisors Inc. | 17,215 | $943K | 0.3% | -50.0% | 0.020% | |
| 4/16/2026 | Center For Asset Management LLC | 13,197 | $723K | 0.4% | +22.9% | 0.015% | |
| 4/16/2026 | Triad Wealth Partners LLC | 5,413 | $297K | 0.0% | -28.6% | 0.006% | |
| 3/20/2026 | Hsbc Holdings PLC | 172,322 | $9.29M | 0.0% | +5.6% | 0.233% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 16,757 | $904K | 0.0% | +1.4% | 0.023% | |
| 3/9/2026 | Corient Private Wealth LLC | 90,176 | $4.86M | 0.0% | -1.1% | 0.122% | |
| 3/6/2026 | Hsbc Holdings PLC | 172,322 | $9.29M | 0.0% | +5.6% | 0.233% | |
| 2/24/2026 | TRU Independence Asset Management 2 LLC | 11,803 | $637K | 0.4% | +14.7% | 0.016% | |
| 2/20/2026 | Kovitz Investment Group Partners LLC | 222,072 | $11.98M | 0.3% | -37.6% | 0.300% | |
| 2/19/2026 | Invesco Ltd. | 31,812 | $1.72M | 0.0% | +5.6% | 0.043% | |
| 2/19/2026 | Corient Private Wealth LLC | 90,176 | $4.86M | 0.0% | -1.1% | 0.122% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 6,757 | $364K | 0.0% | N/A | 0.009% | |
| 2/18/2026 | Onyx Bridge Wealth Group LLC | 29,159 | $1.57M | 0.2% | N/A | 0.039% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 24,735 | $1.33M | 0.0% | N/A | 0.033% | |
| 2/18/2026 | State of Tennessee Department of Treasury | 525,777 | $28.53M | 0.1% | -1.5% | 0.711% | |
| 2/18/2026 | Zacks Investment Management | 88,496 | $4.77M | 0.0% | +6.8% | 0.120% | |
| 2/18/2026 | Strategic Investment Advisors MI | 139,983 | $7.55M | 0.7% | +538,296.2% | 0.189% | |
| 2/18/2026 | Summit Securities Group LLC | 1,600 | $86K | 0.0% | N/A | 0.002% | |
| 2/18/2026 | Obsido Oy | 51,081 | $2.76M | 1.7% | +5.1% | 0.069% | |
| 2/18/2026 | First Manhattan CO. LLC. | 19,807 | $1.07M | 0.0% | -24.3% | 0.027% | |
| 2/18/2026 | Banco Bilbao Vizcaya Argentaria S.A. | 95,346 | $5.16M | 0.0% | -85.6% | 0.129% | |
| 2/18/2026 | 1607 Capital Partners LLC | 57,496 | $3.10M | 0.2% | N/A | 0.078% | |
| 2/17/2026 | AQR Capital Management LLC | 8,618 | $465K | 0.0% | +47.4% | 0.012% | |
| 2/17/2026 | Cetera Investment Advisers | 160,125 | $8.64M | 0.0% | +27.1% | 0.216% | |
| 2/17/2026 | Osaic Holdings Inc. | 71,454 | $3.85M | 0.0% | -60.7% | 0.097% | |
| 2/17/2026 | Advisory Services Network LLC | 11,183 | $603K | 0.0% | -4.8% | 0.015% | |
The dollar reset no one told you about (Ad) Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth.
Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing. Read the full briefing and see how to position yourself now |
| 2/17/2026 | Blair William & Co. IL | 31,357 | $1.69M | 0.0% | -4.0% | 0.042% | |
| 2/17/2026 | Graham Capital Management L.P. | 806,849 | $43.51M | 1.0% | +525.5% | 1.090% | |
| 2/17/2026 | Cambridge Associates LLC MA ADV | 40,962 | $2.21M | 0.0% | -47.0% | 0.055% | |
| 2/17/2026 | Abound Financial LLC | 1,233 | $66K | 0.0% | N/A | 0.002% | |
| 2/17/2026 | Gould Asset Management LLC CA | 20,569 | $1.11M | 0.2% | -8.0% | 0.028% | |
| 2/16/2026 | MML Investors Services LLC | 93,476 | $5.04M | 0.0% | +74.6% | 0.126% | |
| 2/16/2026 | Mariner LLC | 5,556 | $300K | 0.0% | +12.8% | 0.008% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 9,219 | $497K | 0.1% | N/A | 0.012% | |
| 2/13/2026 | Kestra Advisory Services LLC | 4,452 | $240K | 0.0% | N/A | 0.006% | |
| 2/13/2026 | Cordoba Advisory Partners LLC | 29,954 | $1.62M | 0.4% | N/A | 0.040% | |