| 7/6/2026 | Neville Rodie & Shaw Inc. | 64,697 | $4.88M | 0.3% | -1.8% | 0.021% | |
| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 159,112 | $12.01M | 0.3% | -10.2% | 0.053% | |
| 7/2/2026 | Versant Capital Management Inc | 281,661 | $21.25M | 1.9% | +5.4% | 0.094% | |
| 7/1/2026 | Confluence Investment Management LLC | 70,315 | $5.31M | 0.1% | +10.4% | 0.023% | |
| 6/22/2026 | Sapient Capital LLC | 43,007 | $3.95M | 0.1% | -4.5% | 0.014% | |
| 6/18/2026 | Western Wealth Management LLC | 15,267 | $1.40M | 0.1% | -26.2% | 0.005% | |
| 6/9/2026 | Rathbones Group PLC | 10,431 | $957K | 0.0% | +19.8% | 0.003% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 24,513 | $2.25M | 0.1% | -12.7% | 0.008% | |
| 6/3/2026 | DV Trading LLC | 33,170 | $3.04M | 0.1% | -42.5% | 0.011% | |
| 6/3/2026 | NewEdge Advisors LLC | 207,950 | $19.08M | 0.1% | -14.7% | 0.067% | |
Buy this stock today (Ad) Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7.
One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race. Get the name, ticker, and full Hotlist before markets open |
| 5/26/2026 | Axiom Investment Management LLC | 10,184 | $934K | 0.7% | N/A | 0.003% | |
| 5/22/2026 | WNY Asset Management LLC | 5,976 | $548K | 0.1% | N/A | 0.002% | |
| 5/22/2026 | Independent Wealth Advisors LLC | 6,249 | $573K | 0.6% | -2.4% | 0.002% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 2,300 | $233K | 0.0% | N/A | 0.001% | |
| 5/22/2026 | Verus Capital Partners LLC | 6,578 | $604K | 0.0% | -34.0% | 0.002% | |
| 5/21/2026 | Vestor Capital LLC | 1,081 | $99K | 0.0% | -17.6% | 0.000% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 31,601 | $2.90M | 0.2% | +16.6% | 0.010% | |
| 5/20/2026 | Norris Financial Group LLC | 38,418 | $3.53M | 1.2% | N/A | 0.012% | |
| 5/19/2026 | Western Wealth Management LLC | 15,267 | $1.40M | 0.1% | -26.2% | 0.005% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 3,517 | $323K | 0.2% | N/A | 0.001% | |
| 5/19/2026 | NewEdge Advisors LLC | 153,646 | $14.10M | 0.3% | -36.9% | 0.050% | |
| 5/19/2026 | Bank of America Corp DE | 8,345,307 | $765.85M | 0.1% | +11.5% | 2.709% | |
| 5/19/2026 | Strait & Sound Wealth Management LLC | 10,579 | $971K | 0.4% | +6.4% | 0.003% | |
| 5/19/2026 | Cassady Wealth & Retirement Planning LLC | 31,648 | $2.79M | 1.4% | +39.2% | 0.010% | |
| 5/19/2026 | Centaurus Financial Inc. | 12,109 | $1.11M | 0.1% | -11.8% | 0.004% | |
| 5/19/2026 | Arkadios Wealth Advisors | 10,466 | $960K | 0.0% | +16.2% | 0.003% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 31,601 | $2.90M | 0.2% | +16.6% | 0.010% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 43,144 | $3.96M | 0.1% | +4.8% | 0.014% | |
| 5/18/2026 | Regal Partners Ltd | 20,391 | $1.87M | 0.1% | -42.6% | 0.007% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 185,577 | $17.03M | 4.2% | +0.3% | 0.060% | |
| 5/18/2026 | Evelyn Partners Investment Management Services Ltd | 47,550 | $4.36M | 0.5% | -2.6% | 0.015% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 3,550 | $326K | 0.0% | -88.7% | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 35,124 | $3.22M | 0.0% | -2.2% | 0.011% | |
| 5/16/2026 | Copley Financial Group Inc. | 2,884 | $265K | 0.2% | +7.7% | 0.001% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 6,623 | $608K | 0.0% | -60.2% | 0.002% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 10,485 | $962K | 0.0% | +162.0% | 0.003% | |
| 5/15/2026 | Turim 21 Investimentos Ltda. | 2,788 | $256K | 0.1% | N/A | 0.001% | |
| 5/15/2026 | OMERS ADMINISTRATION Corp | 925,246 | $84.87M | 0.5% | N/A | 0.300% | |
| 5/15/2026 | Valence8 US LP | 61,239 | $5.62M | 2.0% | -30.0% | 0.020% | |
| 5/15/2026 | Waverly Advisors LLC | 172,764 | $15.86M | 0.1% | -15.3% | 0.056% | |
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening.
The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today |
| 5/15/2026 | Wealth Alliance LLC | 3,011 | $276K | 0.0% | -31.1% | 0.001% | |
| 5/15/2026 | Cannell & Spears LLC | 3,000 | $257K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Healthcare of Ontario Pension Plan Trust Fund | 468,600 | $43.00M | 0.1% | -60.6% | 0.152% | |
| 5/14/2026 | Renaissance Technologies LLC | 574,948 | $52.76M | 0.1% | +1,206.7% | 0.187% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 46,415 | $4.26M | 0.0% | -1.1% | 0.015% | |
| 5/14/2026 | Hilltop Holdings Inc. | 9,424 | $865K | 0.1% | -84.8% | 0.003% | |
| 5/14/2026 | Compound Planning Inc. | 13,643 | $1.25M | 0.0% | +5.9% | 0.004% | |
| 5/14/2026 | CLG LLC | 52,571 | $4.82M | 1.2% | +190.6% | 0.017% | |
| 5/14/2026 | Caxton Associates LLP | 2,754 | $253K | 0.0% | -88.7% | 0.001% | |
| 5/14/2026 | Capula Management Ltd | 9,196 | $844K | 0.0% | -51.0% | 0.003% | |
| 5/14/2026 | Mizuho Markets Americas LLC | 10,051 | $922K | 0.0% | -8.6% | 0.003% | |
| 5/14/2026 | Bank of Nova Scotia | 2,692,956 | $247.13M | 0.4% | +282.0% | 0.874% | |
| 5/14/2026 | Sei Investments Co. | 16,025 | $1.47M | 0.0% | N/A | 0.005% | |
| 5/14/2026 | Group One Trading LLC | 187,327 | $17.19M | 0.0% | -30.2% | 0.061% | |
| 5/14/2026 | Lido Advisors LLC | 165,121 | $15.15M | 0.0% | -3.0% | 0.054% | |
| 5/13/2026 | Cetera Investment Advisers | 725,375 | $66.57M | 0.1% | -9.2% | 0.235% | |
| 5/13/2026 | Mizuho Markets Cayman LP | 28,642 | $2.63M | 0.1% | N/A | 0.009% | |
| 5/13/2026 | Dynamic Wealth Strategies LLC | 34,472 | $3.16M | 1.8% | +1.3% | 0.011% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 281,825 | $25.86M | 2.1% | -14.7% | 0.091% | |
| 5/13/2026 | NewEdge Wealth LLC | 81,422 | $7.47M | 0.1% | -8.9% | 0.026% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 11,449 | $1.05M | 0.7% | +4.7% | 0.004% | |
| 5/12/2026 | Rit Capital Partners PLC | 962,000 | $88.25M | 23.6% | -19.6% | 0.312% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 33,044 | $3.03M | 0.0% | -18.3% | 0.011% | |
| 5/8/2026 | CMC Financial Group | 47,187 | $4.33M | 8.5% | -25.7% | 0.015% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 728 | $67K | 0.0% | N/A | 0.000% | |
| 5/8/2026 | Titan Global Capital Management USA LLC | 23,615 | $2.17M | 0.3% | +4.1% | 0.008% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 10,597 | $972K | 0.5% | -6.9% | 0.003% | |
| 5/7/2026 | Balefire LLC | 28,225 | $2.59M | 0.5% | -37.4% | 0.009% | |
| 5/7/2026 | Parallel Advisors LLC | 1,616 | $148K | 0.0% | +29.9% | 0.001% | |
| 5/7/2026 | Planning Alternatives Ltd. ADV | 2,316 | $213K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Next Capital Management LLC | 8,522 | $782K | 0.2% | -27.5% | 0.003% | |
| 5/7/2026 | World Equity Group Inc. | 3,397 | $312K | 0.1% | -9.1% | 0.001% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 25,711 | $2.36M | 0.2% | -48.2% | 0.008% | |
| 5/6/2026 | Clifford Swan Investment Counsel LLC | 27,169 | $2.49M | 0.1% | -20.4% | 0.009% | |
| 5/6/2026 | Euro Pacific Asset Management LLC | 14,455 | $1.33M | 0.1% | +7.5% | 0.005% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 43,635 | $4.00M | 0.6% | -2.2% | 0.014% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 1,200 | $103K | 0.0% | +50.0% | 0.000% | |
| 5/6/2026 | Ranch Capital Advisors Inc. | 3,664 | $336K | 0.1% | -30.5% | 0.001% | |
| 5/6/2026 | Simon Quick Advisors LLC | 10,952 | $1.01M | 0.0% | +11.2% | 0.004% | |
| 5/6/2026 | Modera Wealth Management LLC | 6,009 | $551K | 0.0% | -3.2% | 0.002% | |
| 5/6/2026 | Morling Financial Advisors LLC | 1,859 | $171K | 0.1% | -21.2% | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 72,855 | $6.69M | 0.0% | +4,594.3% | 0.024% | |
| 5/6/2026 | Barings LLC | 72,487 | $6.65M | 0.1% | +6.5% | 0.024% | |
| 5/6/2026 | Angeles Wealth Management LLC | 3,500 | $321K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Bessemer Group Inc. | 3,645 | $335K | 0.0% | -33.8% | 0.001% | |
| 5/6/2026 | Avalon Trust Co | 285 | $26K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Independent Financial Group LLC | 86,138 | $7.91M | 0.2% | N/A | 0.028% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 12,339 | $1.13M | 0.1% | +13.0% | 0.004% | |
| 5/6/2026 | Frazier Financial Advisors LLC | 1,000 | $92K | 0.1% | N/A | 0.000% | |
| 5/6/2026 | Helium Advisors LLC | 3,524 | $323K | 0.3% | -10.9% | 0.001% | |
Iran just proved America's energy strategy is broken (Ad) When the U.S.-Iran deal allowed Iranian oil to flow again, energy stocks dropped 1.7% almost instantly - proving how exposed American energy policy remains to foreign supply decisions.
But beneath U.S. soil sits an energy source estimated at 50,000 times the size of all global oil and gas reserves combined. It can't be sanctioned, embargoed, or shut off. Last year, a drilling crew hit targets 12 years ahead of schedule. Google signed a 15-year deal. Gates wrote the check. One company sits at the center, with August 18th as a key date to watch. Discover the company positioned to make OPEC irrelevant |
| 5/5/2026 | Quartz Partners LLC | 3,905 | $358K | 0.1% | -4.9% | 0.001% | |
| 5/5/2026 | Westover Capital Advisors LLC | 75,790 | $6.96M | 1.3% | -3.5% | 0.025% | |
| 5/5/2026 | Rockport Wealth LLC | 53,809 | $4.94M | 0.9% | +27.7% | 0.017% | |
| 5/5/2026 | Wealthfront Advisers LLC | 103,205 | $9.47M | 0.0% | +13.8% | 0.033% | |
| 5/5/2026 | D.A. Davidson & CO. | 59,617 | $5.47M | 0.0% | -23.5% | 0.019% | |
| 5/5/2026 | Bank of New York Mellon Corp | 19,177 | $1.76M | 0.0% | +171.5% | 0.006% | |
| 5/5/2026 | IMC Chicago LLC | 697,975 | $64.05M | 0.0% | +1,264.4% | 0.227% | |
| 5/5/2026 | Harmony Asset Management LLC | 10,632 | $976K | 0.3% | +20.4% | 0.003% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 38,682 | $3.55M | 0.1% | -24.9% | 0.013% | |
| 5/5/2026 | LFA Lugano Financial Advisors SA | 34,227 | $3.14M | 1.6% | +5.9% | 0.011% | |