| 6/3/2026 | NewEdge Advisors LLC | 4,404 | $242K | 0.0% | -14.6% | 0.131% | |
| 5/18/2026 | Royal Bank of Canada | 67,735 | $3.72M | 0.0% | +31.2% | 2.010% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 4,094 | $225K | 0.0% | N/A | 0.121% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,817 | $264K | 0.0% | +65.0% | 0.143% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 9,555 | $524K | 0.1% | N/A | 0.284% | |
| 4/27/2026 | Private Advisor Group LLC | 5,083 | $279K | 0.0% | +10.9% | 0.152% | |
| 4/23/2026 | Three Magnolias Financial Advisors LLC | 93,934 | $5.15M | 3.3% | +3.8% | 2.812% | |
| 4/23/2026 | Apollon Wealth Management LLC | 36,525 | $2.00M | 0.0% | -3.2% | 1.094% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 82,208 | $4.51M | 0.0% | -16.0% | 2.484% | |
| 4/22/2026 | AGH Wealth Advisors LLC | 4,349 | $239K | 0.2% | +14.2% | 0.131% | |
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| 2/18/2026 | NewEdge Advisors LLC | 5,155 | $294K | 0.0% | +106.3% | 0.164% | |
| 2/18/2026 | OLD Mission Capital LLC | 14,481 | $826K | 0.0% | -10.8% | 0.460% | |
| 2/18/2026 | Claro Advisors Inc. | 3,767 | $215K | 0.0% | N/A | 0.120% | |
| 2/17/2026 | Equitable Holdings Inc. | 10,609 | $605K | 0.0% | +65.9% | 0.337% | |
| 2/17/2026 | Osaic Holdings Inc. | 42,882 | $2.45M | 0.0% | +0.5% | 1.361% | |
| 2/17/2026 | Captrust Financial Advisors | 5,350 | $305K | 0.0% | N/A | 0.170% | |
| 2/17/2026 | Royal Bank of Canada | 51,619 | $2.95M | 0.0% | +3.6% | 1.639% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,919 | $167K | 0.0% | N/A | 0.093% | |
| 2/13/2026 | Quattro Advisors LLC | 1,610 | $92K | 0.1% | N/A | 0.051% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 97,949 | $5.59M | 0.0% | +4.9% | 3.109% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 81,101 | $4.63M | 0.0% | +0.9% | 2.575% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 97,882 | $5.59M | 0.0% | +2.7% | 3.107% | |
| 2/11/2026 | LPL Financial LLC | 402,817 | $22.99M | 0.0% | +12.7% | 12.788% | |
| 2/10/2026 | COFG Advisors LLC | 11,185 | $638K | 0.2% | N/A | 0.355% | |
| 2/6/2026 | Global Retirement Partners LLC | 33,102 | $1.89M | 0.0% | -32.6% | 1.051% | |
| 2/6/2026 | HighTower Advisors LLC | 12,425 | $709K | 0.0% | +46.9% | 0.394% | |
| 2/4/2026 | Legacy Financial Advisors Inc. | 230,174 | $13.14M | 1.8% | -36.3% | 7.330% | |
| 2/4/2026 | AGH Wealth Advisors LLC | 3,809 | $217K | 0.2% | -55.0% | 0.121% | |
| 2/4/2026 | Horizon Wealth Management LLC | 862,258 | $49.21M | 7.6% | N/A | 27.460% | |
| 2/2/2026 | Truist Financial Corp | 8,597 | $491K | 0.0% | -9.1% | 0.274% | |
| 1/28/2026 | Gentry Private Wealth LLC | 5,465 | $312K | 0.2% | N/A | 0.174% | |
| 1/26/2026 | Private Trust Co. NA | 3,645 | $208K | 0.0% | +267.8% | 0.116% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 45,452 | $2.59M | 0.1% | -2.0% | 1.452% | |
| 1/22/2026 | Apollon Wealth Management LLC | 37,734 | $2.15M | 0.0% | +4.5% | 1.206% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 19,914 | $1.14M | 0.1% | +84.4% | 0.636% | |
| 1/20/2026 | Three Magnolias Financial Advisors LLC | 90,503 | $5.17M | 3.2% | +1.2% | 2.891% | |
| 1/13/2026 | Dakota Wealth Management | 118,650 | $6.77M | 0.1% | N/A | 2.989% | |
| 1/12/2026 | DAVENPORT & Co LLC | 132,023 | $7.53M | 0.0% | +12.6% | 3.326% | |
| 1/7/2026 | Envision Financial LLC | 9,855 | $562K | 0.3% | +23.0% | 0.252% | |
| 1/5/2026 | GoalVest Advisory LLC | 5,465 | $312K | 0.1% | N/A | 0.140% | |
The Starlink of Energy (Ad) A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big Tech and Washington policymakers. It can be trucked to a data center, military base, or industrial site and deliver reliable power for years without grid access.
A key government milestone expected this August could bring significant visibility to this space. One small stock sits at the center of it. Read the full breakdown and see which stock to watch now |
| 11/17/2025 | Citadel Advisors LLC | 7,858 | $440K | 0.0% | N/A | 0.257% | |
| 11/17/2025 | Ameriprise Financial Inc. | 8,856 | $496K | 0.0% | N/A | 0.289% | |
| 11/14/2025 | Equitable Holdings Inc. | 6,393 | $358K | 0.0% | N/A | 0.209% | |
| 11/10/2025 | Legacy Financial Advisors Inc. | 361,433 | $20.26M | 2.8% | +6.1% | 11.812% | |
| 11/6/2025 | Northwest Financial Advisors | 5,531 | $310K | 0.4% | N/A | 0.181% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 10,799 | $605K | 0.0% | N/A | 0.353% | |
| 11/5/2025 | Lokken Investment Group LLC | 115,961 | $6.50M | 2.2% | +1.5% | 3.790% | |
| 11/3/2025 | Truist Financial Corp | 9,459 | $530K | 0.0% | +5.2% | 0.309% | |
| 11/3/2025 | AGH Wealth Advisors LLC | 8,465 | $474K | 0.3% | N/A | 0.277% | |
| 10/29/2025 | Wealth Enhancement Advisory Services LLC | 144,716 | $8.04M | 0.0% | +1.9% | 4.714% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 93,360 | $5.23M | 0.0% | -14.8% | 3.051% | |
| 10/21/2025 | Global Retirement Partners LLC | 49,101 | $2.75M | 0.1% | -1.7% | 1.605% | |
| 10/21/2025 | Three Magnolias Financial Advisors LLC | 89,438 | $5.01M | 3.1% | +12.2% | 2.923% | |
| 10/17/2025 | Apollon Wealth Management LLC | 36,114 | $2.02M | 0.0% | -2.0% | 1.188% | |
| 10/15/2025 | Private Trust Co. NA | 991 | $56K | 0.0% | -47.6% | 0.033% | |
| 10/15/2025 | DAVENPORT & Co LLC | 117,237 | $6.57M | 0.0% | +27.1% | 3.856% | |
| 10/10/2025 | Envision Financial LLC | 8,015 | $449K | 0.3% | +14.3% | 0.264% | |
| 10/9/2025 | U.S. Capital Wealth Advisors LLC | 46,378 | $2.60M | 0.1% | -35.4% | 1.526% | |
| 9/4/2025 | Osaic Holdings Inc. | 38,795 | $2.08M | 0.0% | -4.0% | 1.329% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 34,794 | $1.87M | 0.4% | -11.5% | 1.192% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 74,845 | $4.02M | 0.0% | +14.3% | 2.563% | |
| 8/12/2025 | Global Retirement Partners LLC | 49,944 | $2.68M | 0.1% | N/A | 1.710% | |
| 8/12/2025 | Waterloo Capital L.P. | 9,690 | $520K | 0.0% | N/A | 0.332% | |
| 7/29/2025 | Private Trust Co. NA | 1,891 | $102K | 0.0% | -71.6% | 0.066% | |
| 7/25/2025 | Apollon Wealth Management LLC | 36,842 | $1.98M | 0.0% | N/A | 1.293% | |
| 7/24/2025 | Lokken Investment Group LLC | 114,259 | $6.14M | 2.4% | -0.3% | 4.009% | |
| 7/22/2025 | DAVENPORT & Co LLC | 92,245 | $4.95M | 0.0% | +78.7% | 3.237% | |
| 7/18/2025 | Truist Financial Corp | 8,990 | $483K | 0.0% | +7.1% | 0.317% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 67,063 | $3.60M | 0.0% | -1.8% | 2.361% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 71,834 | $3.86M | 0.1% | -1.2% | 2.529% | |
| 7/10/2025 | Envision Financial LLC | 7,010 | $376K | 0.3% | N/A | 0.248% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 141,958 | $7.61M | 0.0% | -0.9% | 5.016% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 56,832 | $2.92M | 2.5% | -11.5% | 2.194% | |
| 5/19/2025 | Jane Street Group LLC | 24,696 | $1.27M | 0.0% | N/A | 0.954% | |
| 5/16/2025 | NewEdge Advisors LLC | 2,454 | $126K | 0.0% | N/A | 0.095% | |
| 5/15/2025 | Royal Bank of Canada | 77,159 | $3.96M | 0.0% | +0.8% | 2.979% | |
| 5/15/2025 | OLD Mission Capital LLC | 40,357 | $2.07M | 0.0% | +334.8% | 1.558% | |
| 5/14/2025 | Legacy Financial Advisors Inc. | 329,520 | $16.91M | 2.8% | +1.6% | 12.723% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 65,493 | $3.36M | 0.0% | +76.2% | 2.529% | |
| 5/7/2025 | LPL Financial LLC | 418,732 | $21.49M | 0.0% | +51.6% | 16.167% | |
| 5/2/2025 | Lokken Investment Group LLC | 114,564 | $5.88M | 2.5% | +9.1% | 4.212% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 39,314 | $2.02M | 0.5% | N/A | 1.445% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 72,692 | $3.73M | 0.1% | -1.6% | 2.673% | |
| 4/28/2025 | Private Trust Co. NA | 6,668 | $342K | 0.0% | +24.3% | 0.245% | |
| 4/28/2025 | DAVENPORT & Co LLC | 51,614 | $2.65M | 0.0% | +25.8% | 1.898% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 68,316 | $3.51M | 0.0% | +93.6% | 2.512% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 143,198 | $7.35M | 0.0% | +5.2% | 5.265% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 136,135 | $7.40M | 0.0% | N/A | 5.318% | |
| 2/14/2025 | Blue Rock Wealth Management LLC | 64,232 | $3.49M | 3.7% | N/A | 3.801% | |
| 2/14/2025 | Natixis Investment Managers LLC | 688,361 | $37.43M | 58.3% | -17.6% | 40.731% | |
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 |
| 2/13/2025 | Legacy Financial Advisors Inc. | 324,266 | $17.63M | 2.9% | +3.9% | 19.187% | |
| 2/12/2025 | Lokken Investment Group LLC | 105,049 | $5.71M | 2.5% | +11.3% | 6.216% | |
| 2/12/2025 | OLD Mission Capital LLC | 9,281 | $505K | 0.0% | -33.3% | 0.549% | |
| 2/11/2025 | LPL Financial LLC | 276,294 | $15.02M | 0.0% | +27.3% | 16.349% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 51,771 | $2.82M | 0.0% | +3.7% | 3.063% | |
| 2/7/2025 | Independent Advisor Alliance | 38,172 | $2.08M | 0.0% | N/A | 2.259% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 37,175 | $2.02M | 0.0% | N/A | 2.200% | |
| 2/5/2025 | Private Trust Co. NA | 5,366 | $292K | 0.0% | +809.5% | 0.318% | |
| 1/31/2025 | Global Retirement Partners LLC | 73,483 | $4.00M | 0.1% | +121.7% | 4.348% | |
| 1/24/2025 | U.S. Capital Wealth Advisors LLC | 73,905 | $4.02M | 0.1% | -3.0% | 4.373% | |