| 10/14/2026 | ProCore Advisors LLC | 5,028 | $286K | 0.3% | -30.3% | 0.010% | |
| 10/14/2026 | Ifrah Financial Services Inc. | 9,217 | $525K | 0.1% | N/A | 0.018% | |
| 10/14/2026 | B. Riley Wealth Advisors Inc. | 3,920 | $223K | 0.0% | N/A | 0.007% | |
| 10/9/2026 | Wedmont Private Capital | 3,505 | $210K | 0.0% | N/A | 0.007% | |
| 10/9/2026 | First Heartland Consultants Inc. | 8,869 | $505K | 0.0% | N/A | 0.017% | |
| 10/8/2026 | Factor Wealth Management LTD | 90,263 | $5.14M | 0.8% | -4.5% | 0.172% | |
| 10/8/2026 | Farther Finance Advisors LLC | 10,556 | $601K | 0.0% | -15.1% | 0.020% | |
| 10/8/2026 | CoreCap Advisors LLC | 5,475 | $312K | 0.0% | -7.6% | 0.010% | |
| 10/8/2026 | Ayalon Insurance Comp Ltd. | 107,474 | $6.12M | 0.5% | N/A | 0.205% | |
| 10/7/2026 | Decision Investments Inc. | 3,674 | $209K | 0.2% | N/A | 0.007% | |
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| 10/7/2026 | MFA Wealth Advisors LLC | 301,973 | $17.20M | 2.0% | -0.8% | 0.577% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 7,364 | $420K | 0.0% | N/A | 0.014% | |
| 10/2/2026 | CX Institutional | 604 | $34K | 0.0% | N/A | 0.001% | |
| 10/2/2026 | Versant Capital Management Inc | 508,556 | $28.97M | 2.4% | +2.1% | 0.971% | |
| 10/1/2026 | Montecito Bank & Trust | 4,326 | $246K | 0.0% | N/A | 0.008% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 83,169 | $4.09M | 0.0% | +21.4% | 0.165% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 96,873 | $4.76M | 0.0% | +122.5% | 0.192% | |
| 9/9/2026 | Pinnacle Wealth Management Advisory Group LLC | 43,626 | $2.14M | 0.1% | -0.8% | 0.085% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 24,730 | $1.22M | 0.0% | +6.2% | 0.048% | |
| 9/9/2026 | NewEdge Advisors LLC | 14,283 | $702K | 0.0% | +2.4% | 0.028% | |
| 9/9/2026 | Squarepoint Ops LLC | 31,357 | $1.54M | 0.0% | N/A | 0.061% | |
| 9/9/2026 | Baird Financial Group Inc. | 6,220 | $306K | 0.0% | +9.9% | 0.012% | |
| 9/8/2026 | Waverly Advisors LLC | 34,213 | $1.68M | 0.0% | -12.5% | 0.066% | |
| 9/2/2026 | Citadel Advisors LLC | 5,794 | $285K | 0.0% | -97.5% | 0.011% | |
| 8/27/2026 | Corient Private Wealth LP | 32,705 | $1.61M | 0.0% | -48.9% | 0.064% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 4,774 | $235K | 0.0% | N/A | 0.009% | |
| 8/22/2026 | Legacy Wealth Managment LLC ID | 8,647 | $425K | 0.2% | N/A | 0.017% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 34,900 | $1.70M | 0.0% | -10.1% | 0.068% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 12,979 | $638K | 0.0% | +36.7% | 0.025% | |
| 8/21/2026 | Ewing Morris & Co. Investment Partners Ltd. | 15,225 | $748K | 0.4% | N/A | 0.030% | |
| 8/21/2026 | Solstein Capital LLC | 7,283 | $358K | 0.1% | N/A | 0.014% | |
| 7/9/2026 | Financial Advisory Corp | 226,108 | $11.11M | 1.5% | +1.6% | 0.558% | |
| 7/8/2026 | Chesley Taft & Associates LLC | 28,012 | $1.38M | 0.1% | +0.9% | 0.069% | |
| 7/8/2026 | First Heartland Consultants Inc. | 8,593 | $422K | 0.0% | +7.4% | 0.021% | |
| 7/8/2026 | Factor Wealth Management LTD | 94,559 | $4.65M | 0.7% | +27.3% | 0.233% | |
| 7/7/2026 | CoreCap Advisors LLC | 5,926 | $291K | 0.0% | -11.8% | 0.015% | |
| 7/2/2026 | Versant Capital Management Inc | 497,916 | $24.46M | 2.2% | +2.4% | 1.225% | |
| 6/18/2026 | Western Wealth Management LLC | 6,902 | $398K | 0.0% | -52.9% | 0.014% | |
| 6/3/2026 | Parallel Advisors LLC | 629 | $36K | 0.0% | +51.9% | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 13,945 | $803K | 0.0% | +32.4% | 0.029% | |
The AI Infrastructure Play Kevin O'Leary Is Backing (Ad) Kevin O'Leary became a strategic investor in a NASDAQ-listed AI infrastructure company, calling it essentially a power company.
The firm expects up to 190 MW of Nordic data center capacity approaching ready-for-service status by 2027-2028, as similar capacity has recently been valued at roughly $1.7 million to $2 million per MW annually.
Google plans to invest $15 billion in Finland's AI infrastructure, with Cerebras also building a 165 MW facility nearby. See why Kevin O'Leary backed this AI infrastructure strategy |
| 5/19/2026 | Western Wealth Management LLC | 6,902 | $398K | 0.0% | -52.9% | 0.014% | |
| 5/19/2026 | Bank of America Corp DE | 1,159,227 | $66.78M | 0.0% | -3.0% | 2.385% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 9,182 | $529K | 0.1% | N/A | 0.019% | |
| 5/18/2026 | Royal Bank of Canada | 179,975 | $10.37M | 0.0% | +28.9% | 0.370% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 11,795 | $680K | 0.0% | N/A | 0.024% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 569 | $33K | 0.0% | -54.1% | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 10,673 | $615K | 0.0% | +8.7% | 0.022% | |
| 5/15/2026 | Waverly Advisors LLC | 39,087 | $2.25M | 0.0% | -8.0% | 0.080% | |
| 5/14/2026 | Renaissance Technologies LLC | 20,200 | $1.16M | 0.0% | -22.0% | 0.042% | |
| 5/14/2026 | Morningstar Investment Management LLC | 154,885 | $8.92M | 0.6% | N/A | 0.319% | |
| 5/14/2026 | Compound Planning Inc. | 4,612 | $266K | 0.0% | N/A | 0.009% | |
| 5/14/2026 | Modern Wealth Management LLC | 23,288 | $1.30M | 0.0% | -18.8% | 0.048% | |
| 5/13/2026 | Cetera Investment Advisers | 272,871 | $15.72M | 0.0% | -38.5% | 0.561% | |
| 5/13/2026 | Alpha Financial Partners LLC | 37,418 | $2.16M | 1.3% | N/A | 0.077% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 696 | $40K | 0.0% | +54.3% | 0.001% | |
| 5/8/2026 | Cura Wealth Advisors LLC | 4,300 | $248K | 0.1% | N/A | 0.009% | |
| 5/7/2026 | Scarborough Advisors LLC | 687 | $40K | 0.0% | N/A | 0.001% | |
| 5/7/2026 | Parallel Advisors LLC | 629 | $36K | 0.0% | +51.9% | 0.001% | |
| 5/6/2026 | Clifford Swan Investment Counsel LLC | 4,665 | $269K | 0.0% | N/A | 0.010% | |
| 5/6/2026 | Modera Wealth Management LLC | 3,540 | $204K | 0.0% | N/A | 0.007% | |
| 5/6/2026 | Bessemer Group Inc. | 5,760 | $332K | 0.0% | -47.0% | 0.012% | |
| 5/5/2026 | Wealthfront Advisers LLC | 67,900 | $3.91M | 0.0% | +47.7% | 0.140% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 12,464 | $718K | 0.0% | -7.7% | 0.026% | |
| 5/5/2026 | Advisors Preferred LLC | 6,896 | $397K | 0.1% | N/A | 0.014% | |
| 5/5/2026 | Sigma Planning Corp | 140,467 | $8.09M | 0.2% | -4.7% | 0.289% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 5,997 | $346K | 0.0% | +12.2% | 0.012% | |
| 5/4/2026 | Northland Securities Inc. | 72,129 | $4.16M | 4.0% | -2.9% | 0.148% | |
| 5/4/2026 | Vantage Point Financial LLC | 18,828 | $1.09M | 0.4% | -9.7% | 0.039% | |
| 5/4/2026 | J. Safra Sarasin Holding AG | 29,621 | $1.71M | 0.0% | +30.3% | 0.061% | |
| 5/2/2026 | Global Assets Advisory LLC | 731 | $42K | 0.0% | N/A | 0.002% | |
| 5/2/2026 | Valmark Advisers Inc. | 4,235 | $244K | 0.0% | N/A | 0.009% | |
| 5/1/2026 | Ferguson Wellman Capital Management Inc. | 7,364 | $424K | 0.0% | N/A | 0.015% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 5,357 | $309K | 0.0% | N/A | 0.011% | |
| 5/1/2026 | Fifth Third Bancorp | 4,408 | $254K | 0.0% | +135.7% | 0.009% | |
| 5/1/2026 | Sovran Advisors LLC | 6,231 | $354K | 0.0% | -6.7% | 0.013% | |
| 5/1/2026 | Darwin Wealth Management LLC | 568 | $33K | 0.0% | N/A | 0.001% | |
| 5/1/2026 | Van Cleef Asset Management Inc | 282,705 | $16.29M | 1.8% | -0.3% | 0.582% | |
| 4/30/2026 | Hsbc Holdings PLC | 4,685,253 | $269.92M | 0.1% | N/A | 9.380% | |
| 4/30/2026 | Kestra Advisory Services LLC | 38,762 | $2.23M | 0.0% | +7.6% | 0.078% | |
| 4/28/2026 | Ascentis Independent Advisors | 2,378 | $137K | 0.0% | N/A | 0.005% | |
| 4/28/2026 | Stephens Inc. AR | 6,800 | $392K | 0.0% | -15.0% | 0.014% | |
| 4/27/2026 | Turtle Creek Wealth Advisors LLC | 4,412 | $254K | 0.0% | N/A | 0.009% | |
| 4/27/2026 | Sierra Summit Advisors LLC | 70,360 | $4.05M | 0.6% | +4.6% | 0.141% | |
| 4/27/2026 | Private Advisor Group LLC | 15,265 | $879K | 0.0% | -4.0% | 0.031% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 44,971 | $2.59M | 0.1% | +16.1% | 0.090% | |
| 4/24/2026 | James Investment Research Inc. | 27,202 | $1.57M | 0.2% | -1.7% | 0.055% | |
| 4/22/2026 | Ifrah Financial Services Inc. | 12,688 | $731K | 0.2% | -2.4% | 0.025% | |
| 4/22/2026 | TPG Advisors LLC | 10,596 | $610K | 0.4% | +32.9% | 0.021% | |
| 4/22/2026 | Advocate Investing Services LLC | 63,178 | $3.64M | 3.1% | -0.3% | 0.127% | |
| 4/22/2026 | Decision Investments Inc. | 3,644 | $210K | 0.2% | N/A | 0.007% | |
My next big call (under $1) (Ad) The obvious way to "bet on Trump" in crypto is the Trump memecoin. And right now it's back in the news, with a contest offering its biggest holders a seat at dinner with the President.
It's also about 97% below its peak.
Because a memecoin doesn't benefit from good policy. It benefits from attention. The real winners of a pro-crypto Washington are the projects with actual businesses underneath them. Ones that get more valuable as rules get clearer, institutions get comfortable, and more money flows into the market. Here's my #1 pick for the Trump crypto era. |
| 4/21/2026 | Pinnacle Wealth Management Advisory Group LLC | 43,956 | $2.53M | 0.2% | +1.1% | 0.086% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 15,802 | $910K | 0.0% | +3.6% | 0.031% | |
| 4/20/2026 | Factor Wealth Management LTD | 74,287 | $4.28M | 0.8% | +18.9% | 0.146% | |
| 4/20/2026 | Provenance Wealth Advisors LLC | 3,916 | $226K | 0.0% | -19.3% | 0.008% | |
| 4/17/2026 | Krilogy Financial LLC | 4,086 | $222K | 0.0% | N/A | 0.008% | |
| 4/17/2026 | Wealth Management Partners LLC | 12,807 | $738K | 0.2% | +108.2% | 0.025% | |
| 4/17/2026 | Rainier Family Wealth Inc. | 32,100 | $1.85M | 1.2% | N/A | 0.064% | |
| 4/16/2026 | Montecito Bank & Trust | 4,326 | $249K | 0.0% | N/A | 0.009% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 6,520 | $273K | 0.0% | +7.1% | 0.014% | |
| 3/12/2026 | Nalls Sherbakoff Group LLC | 1,210 | $51K | 0.0% | N/A | 0.003% | |