| 11/3/2026 | StoneX Group Inc. | 36,448 | $3M | 0.1% | N/A | 1.657% | |
| 10/30/2026 | Hughes Financial Services LLC | 40,579 | $3.29M | 0.4% | -2.1% | 1.845% | |
| 10/30/2026 | Summa Corp. | 170,354 | $13.80M | 2.8% | +208.9% | 7.743% | |
| 10/28/2026 | Soltis Investment Advisors LLC | 3,578 | $290K | 0.0% | N/A | 0.163% | |
| 10/20/2026 | New England Private Wealth Advisors LLC | 12,573 | $1.02M | 0.1% | +2.9% | 0.572% | |
| 10/19/2026 | Highland Financial Advisors LLC | 44,198 | $3.58M | 0.8% | -4.8% | 2.009% | |
| 10/7/2026 | American National Bank & Trust | 492 | $40K | 0.0% | N/A | 0.021% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,989 | $157K | 0.0% | N/A | 0.077% | |
| 7/10/2026 | Highland Financial Advisors LLC | 46,412 | $3.66M | 0.8% | -81.5% | 1.785% | |
| 5/19/2026 | Bank of America Corp DE | 36,140 | $2.47M | 0.0% | -0.4% | 1.291% | |
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| 5/13/2026 | Cetera Investment Advisers | 7,777 | $531K | 0.0% | -30.5% | 0.278% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,854 | $127K | 0.0% | N/A | 0.066% | |
| 5/1/2026 | Summa Corp. | 35,533 | $2.43M | 1.0% | +960.7% | 1.269% | |
| 4/28/2026 | Berger Financial Group Inc | 9,159 | $626K | 0.0% | -34.0% | 0.316% | |
| 2/17/2026 | Cetera Investment Advisers | 11,194 | $818K | 0.0% | +33.4% | 0.373% | |
| 2/16/2026 | Barclays PLC | 5,362 | $392K | 0.0% | N/A | 0.179% | |
| 2/12/2026 | Jane Street Group LLC | 10,811 | $790K | 0.0% | -40.7% | 0.360% | |
| 2/11/2026 | Hughes Financial Services LLC | 43,075 | $3.15M | 0.5% | -1.7% | 1.436% | |
| 2/11/2026 | LPL Financial LLC | 7,967 | $582K | 0.0% | +10.5% | 0.266% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 1,369,289 | $100.10M | 0.0% | -20.6% | 45.643% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 18,421 | $1.35M | 0.0% | N/A | 0.614% | |
| 2/6/2026 | HighTower Advisors LLC | 18,631 | $1.36M | 0.0% | -2.4% | 0.621% | |
| 1/30/2026 | SOL Capital Management CO | 75,335 | $5.51M | 0.5% | -3.2% | 2.511% | |
| 1/27/2026 | Traphagen Investment Advisors LLC | 16,595 | $1.21M | 0.1% | -1.7% | 0.553% | |
| 1/23/2026 | Farther Finance Advisors LLC | 7,139 | $522K | 0.0% | +4.2% | 0.238% | |
| 1/23/2026 | Highland Financial Advisors LLC | 237,558 | $17.37M | 4.8% | +0.9% | 7.919% | |
| 11/17/2025 | Susquehanna International Group LLP | 9,128 | $674K | 0.0% | +21.0% | 0.277% | |
| 11/17/2025 | Hughes Financial Services LLC | 43,841 | $3.28M | 0.5% | -9.3% | 1.329% | |
| 11/17/2025 | Flow Traders U.S. LLC | 21,166 | $1.56M | 0.1% | +253.9% | 0.641% | |
| 11/17/2025 | Citadel Advisors LLC | 23,692 | $1.75M | 0.0% | +280.2% | 0.718% | |
| 11/17/2025 | Bank of America Corp DE | 36,252 | $2.68M | 0.0% | +2.7% | 1.099% | |
| 11/14/2025 | Raymond James Financial Inc. | 18,078 | $1.34M | 0.0% | +2.1% | 0.548% | |
| 11/7/2025 | HighTower Advisors LLC | 19,083 | $1.41M | 0.0% | -1.8% | 0.578% | |
| 10/29/2025 | SOL Capital Management CO | 77,800 | $5.75M | 0.5% | -0.8% | 2.358% | |
| 10/27/2025 | Stephens Inc. AR | 16,246 | $1.20M | 0.0% | -2.8% | 0.492% | |
| 10/22/2025 | Gladstone Institutional Advisory LLC | 14,518 | $1.07M | 0.0% | -8.5% | 0.440% | |
| 10/22/2025 | Highland Financial Advisors LLC | 235,480 | $17.39M | 5.0% | +2.6% | 7.136% | |
| 10/14/2025 | Berger Financial Group Inc | 13,837 | $1.02M | 0.1% | -6.8% | 0.419% | |
| 10/7/2025 | Traphagen Investment Advisors LLC | 16,877 | $1.25M | 0.1% | -9.4% | 0.511% | |
| 9/19/2025 | Watts Gwilliam & Co. LLC | 11,783 | $869K | 0.2% | -4.9% | 0.357% | |
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 |
| 8/14/2025 | Raymond James Financial Inc. | 17,703 | $1.19M | 0.0% | -9.1% | 0.536% | |
| 8/13/2025 | Flow Traders U.S. LLC | 5,981 | $403K | 0.0% | -77.4% | 0.181% | |
| 8/8/2025 | Cetera Investment Advisers | 4,652 | $313K | 0.0% | -22.0% | 0.143% | |
| 8/7/2025 | New England Private Wealth Advisors LLC | 12,397 | $849K | 0.1% | N/A | 0.381% | |
| 8/7/2025 | Hughes Financial Services LLC | 48,343 | $3.30M | 0.6% | -91.1% | 1.487% | |
| 7/25/2025 | Summa Corp. | 3,350 | $226K | 0.1% | N/A | 0.103% | |
| 7/23/2025 | Traphagen Investment Advisors LLC | 18,633 | $1.26M | 0.1% | -6.0% | 0.573% | |
| 7/22/2025 | Berger Financial Group Inc | 14,843 | $1M | 0.1% | -11.0% | 0.457% | |
| 7/11/2025 | Farther Finance Advisors LLC | 6,849 | $461K | 0.0% | N/A | 0.211% | |
| 5/19/2025 | Jane Street Group LLC | 7,058 | $416K | 0.0% | -60.7% | 0.202% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 1,813,628 | $106.78M | 0.0% | -1.3% | 54.958% | |
| 5/14/2025 | Flow Traders U.S. LLC | 26,467 | $1.56M | 0.1% | -42.0% | 0.756% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 12,390 | $729K | 0.2% | -3.2% | 0.354% | |
| 5/13/2025 | HighTower Advisors LLC | 20,723 | $1.22M | 0.0% | -13.6% | 0.592% | |
| 5/12/2025 | Berger Financial Group Inc | 16,673 | $982K | 0.1% | -94.1% | 0.476% | |
| 5/6/2025 | Cetera Investment Advisers | 5,967 | $351K | 0.0% | -19.2% | 0.170% | |
| 5/1/2025 | Hughes Financial Services LLC | 542,532 | $31.99M | 6.3% | +0.7% | 15.501% | |
| 4/23/2025 | SOL Capital Management CO | 79,795 | $4.70M | 0.5% | +1.1% | 2.046% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 19,830 | $1.17M | 0.1% | -12.6% | 0.508% | |
| 4/8/2025 | Highland Financial Advisors LLC | 232,187 | $13.67M | 4.9% | -3.3% | 5.954% | |
| 2/17/2025 | Cetera Investment Advisers | 7,387 | $455K | 0.0% | +30.4% | 0.117% | |
| 2/17/2025 | Captrust Financial Advisors | 3,881 | $239K | 0.0% | -5.9% | 0.062% | |
| 2/17/2025 | Bank of America Corp DE | 36,328 | $2.24M | 0.0% | +1.3% | 0.577% | |
| 2/14/2025 | Jane Street Group LLC | 17,973 | $1.11M | 0.0% | +52.6% | 0.285% | |
| 2/14/2025 | Berger Financial Group Inc | 283,174 | $17.43M | 1.2% | +0.8% | 4.495% | |
| 2/14/2025 | Susquehanna International Group LLP | 25,280 | $1.56M | 0.0% | -54.3% | 0.401% | |
| 2/13/2025 | Raymond James Financial Inc. | 19,470 | $1.20M | 0.0% | N/A | 0.309% | |
| 2/12/2025 | IPG Investment Advisors LLC | 14,490 | $892K | 0.2% | N/A | 0.230% | |
| 2/12/2025 | Heritage Wealth Advisors | 507 | $31K | 0.0% | N/A | 0.008% | |
| 2/11/2025 | LPL Financial LLC | 7,396 | $455K | 0.0% | +6.0% | 0.117% | |
| 2/10/2025 | Hughes Financial Services LLC | 538,784 | $33.16M | 6.8% | N/A | 8.552% | |
| 2/7/2025 | HighTower Advisors LLC | 23,980 | $1.48M | 0.0% | +3.7% | 0.381% | |
| 2/7/2025 | New England Private Wealth Advisors LLC | 12,522 | $771K | 0.1% | +63.3% | 0.199% | |
| 2/6/2025 | Raymond James Financial Inc. | 19,470 | $1.20M | 0.0% | N/A | 0.309% | |
| 2/6/2025 | SBI Securities Co. Ltd. | 458 | $28K | 0.0% | N/A | 0.007% | |
| 1/30/2025 | Highland Financial Advisors LLC | 240,051 | $14.77M | 5.1% | +0.7% | 3.810% | |
| 1/29/2025 | Gladstone Institutional Advisory LLC | 27,177 | $1.67M | 0.1% | -17.7% | 0.431% | |
| 1/23/2025 | SOL Capital Management CO | 78,924 | $4.86M | 0.5% | -5.7% | 1.253% | |
| 1/17/2025 | Traphagen Investment Advisors LLC | 22,685 | $1.40M | 0.1% | -26.3% | 0.360% | |
| 11/15/2024 | Jane Street Group LLC | 11,778 | $719K | 0.0% | -58.6% | 0.187% | |
| 11/14/2024 | Flow Traders U.S. LLC | 28,955 | $1.77M | 0.1% | N/A | 0.460% | |
| 11/14/2024 | Captrust Financial Advisors | 4,124 | $252K | 0.0% | -40.6% | 0.065% | |
| 10/30/2024 | Highland Financial Advisors LLC | 238,368 | $14.55M | 5.2% | +7.2% | 3.784% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 33,005 | $2.01M | 0.1% | -65.5% | 0.524% | |
| 10/28/2024 | Stephens Inc. AR | 16,714 | $1.02M | 0.0% | -4.8% | 0.265% | |
| 10/22/2024 | SOL Capital Management CO | 83,710 | $5.11M | 0.6% | -2.6% | 1.329% | |
| 10/21/2024 | Traphagen Investment Advisors LLC | 30,781 | $1.88M | 0.2% | -28.7% | 0.489% | |
| 10/9/2024 | Watts Gwilliam & Co. LLC | 12,760 | $777K | 0.2% | N/A | 0.203% | |
| 10/4/2024 | HBW Advisory Services LLC | 2,101 | $128K | 0.0% | -97.7% | 0.033% | |
| 8/16/2024 | Susquehanna International Group LLP | 62,778 | $3.56M | 0.0% | -42.7% | 0.996% | |
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 |
| 8/8/2024 | New England Private Wealth Advisors LLC | 6,691 | $380K | 0.1% | N/A | 0.106% | |
| 7/23/2024 | SOL Capital Management CO | 85,969 | $4.88M | 0.6% | -4.7% | 1.365% | |
| 7/23/2024 | Traphagen Investment Advisors LLC | 43,159 | $2.45M | 0.3% | -30.5% | 0.685% | |
| 7/17/2024 | Highland Financial Advisors LLC | 222,414 | $12.62M | 4.7% | +14.7% | 3.530% | |
| 7/5/2024 | HBW Advisory Services LLC | 91,107 | $5.17M | 0.9% | -2.8% | 1.446% | |
| 5/16/2024 | Jane Street Group LLC | 111,580 | $6.26M | 0.0% | -13.2% | 1.771% | |
| 5/2/2024 | Consolidated Planning Corp | 10,781 | $605K | 0.1% | -56.0% | 0.171% | |
| 4/24/2024 | SOL Capital Management CO | 90,197 | $5.06M | 0.6% | +1.8% | 1.432% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 2,021,017 | $106.25M | 0.0% | -3.5% | 29.290% | |
| 2/13/2024 | Goldman Sachs Group Inc. | 2,021,017 | $106.25M | 0.0% | -3.5% | 29.290% | |