| 5/12/2026 | Cadence Wealth Management LLC | 14,529 | $320K | 0.1% | +14.5% | 0.148% | |
| 4/30/2026 | Kestra Advisory Services LLC | 267,510 | $5.89M | 0.0% | -55.7% | 2.724% | |
| 4/30/2026 | Fidelity D & D Bancorp Inc. | 414,145 | $9.12M | 3.7% | +7.1% | 4.217% | |
| 4/27/2026 | Private Advisor Group LLC | 1,042,175 | $22.94M | 0.1% | -4.0% | 10.613% | |
| 2/18/2026 | NewEdge Advisors LLC | 8,160 | $181K | 0.0% | +2,450.0% | 0.088% | |
| 2/17/2026 | Cetera Investment Advisers | 18,218 | $404K | 0.0% | N/A | 0.195% | |
| 2/17/2026 | Osaic Holdings Inc. | 17,612 | $390K | 0.0% | +68.2% | 0.189% | |
| 2/17/2026 | Private Advisor Group LLC | 1,085,694 | $24.06M | 0.1% | +57.3% | 11.649% | |
| 2/13/2026 | Kestra Advisory Services LLC | 604,230 | $13.39M | 0.1% | +10.3% | 6.483% | |
| 2/13/2026 | The Manufacturers Life Insurance Company | 402,262 | $8.91M | 0.0% | -43.9% | 4.316% | |
SpaceX will crumble without these 5 companies (Ad) The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate.
Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook. Download the free SpaceX Investing Blackbook before these names go mainstream |
| 2/12/2026 | Commonwealth Equity Services LLC | 276,147 | $6.12M | 0.0% | +7.6% | 2.963% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 13,415 | $297K | 0.0% | +15.7% | 0.144% | |
| 2/12/2026 | Great Valley Advisor Group Inc. | 135,726 | $3.01M | 0.1% | +1.8% | 1.456% | |
| 2/11/2026 | LPL Financial LLC | 1,333,491 | $29.55M | 0.0% | +13.9% | 14.308% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 153,916 | $3.41M | 0.0% | +1,109.7% | 1.651% | |
| 2/10/2026 | Natixis Advisors LLC | 15,216 | $337K | 0.0% | N/A | 0.163% | |
| 2/9/2026 | Fidelity D & D Bancorp Inc. | 386,870 | $8.57M | 3.7% | +26.1% | 4.151% | |
| 2/6/2026 | Cadence Wealth Management LLC | 12,684 | $281K | 0.1% | N/A | 0.136% | |
| 2/6/2026 | HighTower Advisors LLC | 1,069,309 | $23.70M | 0.0% | +3.8% | 11.473% | |
| 2/4/2026 | Peak Wealth Management LLC | 159,203 | $3.53M | 2.9% | N/A | 1.730% | |
| 2/3/2026 | Cabot Wealth Management Inc. | 683,277 | $15.14M | 1.7% | -0.5% | 7.427% | |
| 1/26/2026 | Iams Wealth Management LLC | 112,136 | $2.49M | 0.9% | N/A | 1.274% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 337,252 | $7.47M | 0.4% | +7.3% | 3.854% | |
| 1/12/2026 | FFG Retirement Advisors LLC | 325,944 | $7.22M | 4.5% | +0.4% | 3.812% | |
| 1/1/2026 | JPMorgan Chase & Co. | 3,767 | $83K | 0.0% | -89.1% | 0.050% | |
| 12/23/2025 | Triumph Capital Management | 1,996 | $44K | 0.0% | N/A | 0.026% | |
| 11/17/2025 | Triumph Capital Management | 1,996 | $44K | 0.0% | N/A | 0.026% | |
| 11/13/2025 | Private Advisor Group LLC | 690,119 | $15.27M | 0.1% | +709.2% | 9.141% | |
| 11/12/2025 | Journey Strategic Wealth LLC | 492,313 | $10.90M | 0.3% | +7.3% | 6.521% | |
| 11/7/2025 | JPMorgan Chase & Co. | 3,767 | $83K | 0.0% | -89.1% | 0.050% | |
| 11/7/2025 | HighTower Advisors LLC | 1,030,323 | $22.80M | 0.0% | +3.4% | 13.647% | |
| 11/5/2025 | Flagship Harbor Advisors LLC | 314,292 | $6.96M | 0.3% | +15.6% | 4.163% | |
| 11/4/2025 | Jones Financial Companies Lllp | 13,015 | $288K | 0.0% | N/A | 0.172% | |
| 10/31/2025 | Cabot Wealth Management Inc. | 686,820 | $15.20M | 1.7% | -0.5% | 9.097% | |
| 10/22/2025 | Commonwealth Equity Services LLC | 256,749 | $5.68M | 0.0% | +3.9% | 3.446% | |
| 10/17/2025 | FFG Retirement Advisors LLC | 324,701 | $7.19M | 4.5% | -5.9% | 4.388% | |
| 8/15/2025 | High Falls Advisors Inc | 9,528 | $208K | 0.0% | N/A | 0.144% | |
| 8/15/2025 | Fidelity D & D Bancorp Inc. | 283,192 | $6.19M | 3.8% | +23.1% | 4.291% | |
| 8/15/2025 | Great Valley Advisor Group Inc. | 133,609 | $2.92M | 0.1% | N/A | 2.024% | |
| 8/14/2025 | Jane Street Group LLC | 36,277 | $793K | 0.0% | -8.2% | 0.550% | |
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad) Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states.
The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now. See which companies control the supply chain behind this emerging tech |
| 8/14/2025 | The Manufacturers Life Insurance Company | 526,167 | $11.51M | 0.0% | -19.2% | 7.972% | |
| 8/14/2025 | NewEdge Advisors LLC | 80,065 | $1.75M | 0.0% | +102.8% | 1.213% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 18,481 | $404K | 0.1% | +3.4% | 0.280% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 9,250 | $202K | 0.0% | -39.5% | 0.140% | |
| 8/12/2025 | Journey Strategic Wealth LLC | 458,748 | $10.03M | 0.3% | +37.4% | 6.951% | |
| 8/12/2025 | JPMorgan Chase & Co. | 34,420 | $753K | 0.0% | +608.8% | 0.522% | |
| 8/4/2025 | Flagship Harbor Advisors LLC | 271,989 | $5.95M | 0.3% | +8.0% | 4.044% | |
| 7/31/2025 | Cabot Wealth Management Inc. | 689,953 | $15.09M | 1.8% | +1.3% | 10.260% | |
| 7/25/2025 | MGO One Seven LLC | 221,718 | $4.85M | 0.2% | +7.0% | 3.297% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 13,982 | $306K | 0.0% | N/A | 0.209% | |
| 5/19/2025 | Jane Street Group LLC | 39,504 | $865K | 0.0% | N/A | 0.648% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 13,982 | $306K | 0.0% | N/A | 0.229% | |
| 5/16/2025 | NewEdge Advisors LLC | 39,475 | $864K | 0.0% | +1,917.1% | 0.647% | |
| 5/14/2025 | Kestra Advisory Services LLC | 460,844 | $10.09M | 0.0% | N/A | 7.555% | |
| 5/13/2025 | HighTower Advisors LLC | 989,588 | $21.66M | 0.0% | +424.5% | 16.223% | |
| 5/12/2025 | Benjamin Edwards Inc. | 14,500 | $317K | 0.0% | N/A | 0.238% | |
| 5/8/2025 | MGO One Seven LLC | 207,208 | $4.54M | 0.2% | -20.6% | 3.397% | |
| 5/7/2025 | LPL Financial LLC | 458,357 | $10.03M | 0.0% | +184.9% | 7.514% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 333,991 | $7.31M | 0.3% | N/A | 5.475% | |
| 5/2/2025 | Legacy Capital Wealth Partners LLC | 17,875 | $391K | 0.1% | +5.0% | 0.314% | |
| 5/1/2025 | Fidelity D & D Bancorp Inc. | 230,065 | $5.04M | 3.3% | +1.2% | 4.036% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 16,384 | $359K | 0.0% | -19.9% | 0.287% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 18,736 | $410K | 0.0% | +10.0% | 0.329% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 251,837 | $5.51M | 0.3% | +9.7% | 4.418% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 681,260 | $14.91M | 1.9% | +0.3% | 11.952% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 1,150 | $25K | 0.0% | N/A | 0.020% | |
| 4/14/2025 | FFG Retirement Advisors LLC | 332,283 | $7.27M | 5.0% | +44.1% | 5.830% | |
| 2/27/2025 | Fidelity D & D Bancorp Inc. | 227,403 | $4.89M | 3.3% | +19.8% | 6.497% | |
| 2/21/2025 | Fidelity D & D Bancorp Inc. | 227,403 | $4.89M | 3.6% | +19.8% | 6.497% | |
| 2/17/2025 | Citadel Advisors LLC | 15,919 | $342K | 0.0% | N/A | 0.804% | |
| 2/14/2025 | The Manufacturers Life Insurance Company | 1,238,497 | $26.62M | 0.0% | -17.6% | 62.550% | |
| 2/14/2025 | MGO One Seven LLC | 260,879 | $5.61M | 0.2% | N/A | 13.176% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 17,029 | $366K | 0.0% | N/A | 0.860% | |
| 2/11/2025 | LPL Financial LLC | 160,902 | $3.46M | 0.0% | +202.4% | 8.126% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 164,851 | $3.54M | 0.0% | +220.4% | 8.326% | |
| 2/7/2025 | HighTower Advisors LLC | 188,663 | $4.05M | 0.0% | N/A | 9.528% | |
| 2/4/2025 | Cabot Wealth Management Inc. | 678,917 | $14.59M | 1.9% | -0.8% | 34.289% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 17,029 | $366K | 0.1% | N/A | 0.860% | |
| 1/22/2025 | FFG Retirement Advisors LLC | 230,579 | $4.96M | 3.2% | N/A | 11.645% | |
| 1/21/2025 | Flagship Harbor Advisors LLC | 229,562 | $4.93M | 0.3% | +32.1% | 11.594% | |
| 12/6/2024 | Fidelity D & D Bancorp Inc. | 189,766 | $4.24M | 2.8% | +16.7% | 9.584% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 1,503,487 | $33.60M | 0.0% | -4.1% | 75.934% | |
| 10/16/2024 | Nottingham Advisors Inc. | 11,690 | $261K | 0.0% | N/A | 0.590% | |
| 10/15/2024 | Cabot Wealth Management Inc. | 684,737 | $15.30M | 1.9% | +10.3% | 34.583% | |
| 8/21/2024 | Granite Bay Wealth Management LLC | 472,064 | $10.08M | 0.3% | N/A | 23.842% | |
| 8/6/2024 | Fidelity D & D Bancorp Inc. | 162,578 | $3.50M | 2.6% | +19.5% | 8.211% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 45,847 | $986K | 0.0% | +216.4% | 2.316% | |
| 7/15/2024 | Granite Bay Wealth Management LLC | 472,064 | $10.08M | 0.1% | N/A | 23.842% | |
| 7/12/2024 | Cabot Wealth Management Inc. | 620,870 | $13.35M | 1.7% | +1.1% | 31.357% | |
| 7/11/2024 | U.S. Capital Wealth Advisors LLC | 16,784 | $361K | 0.0% | +19.0% | 0.848% | |
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad) Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states.
The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now. See which companies control the supply chain behind this emerging tech |
| 4/16/2024 | Fidelity D & D Bancorp Inc. | 136,100 | $2.94M | 2.2% | +9.0% | 7.052% | |
| 2/13/2024 | The Manufacturers Life Insurance Company | 1,943,493 | $42.35M | 0.0% | +43.9% | 155.479% | |
| 2/6/2024 | U.S. Capital Wealth Advisors LLC | 14,099 | $307K | 0.0% | N/A | 1.128% | |
| 1/12/2024 | Fidelity D & D Bancorp Inc. | 124,875 | $2.72M | 2.1% | +12.3% | 9.990% | |
| 11/30/2023 | Fidelity D & D Bancorp Inc. | 111,240 | $2.30M | 2.4% | N/A | 8.899% | |
| 8/11/2023 | The Manufacturers Life Insurance Company | 1,350,137 | $29.05M | 0.0% | -4.0% | 108.011% | |
| 7/13/2023 | Key Client Fiduciary Advisors LLC | 10,405 | $224K | 0.1% | N/A | 0.846% | |
| 7/13/2023 | Cabot Wealth Management Inc. | 471,228 | $10.14M | 1.5% | +5.2% | 38.311% | |
| 4/20/2023 | Cabot Wealth Management Inc. | 447,786 | $9.71M | 1.5% | +26.6% | 36.405% | |
| 2/13/2023 | The Manufacturers Life Insurance Company | 1,436,130 | $30.42M | 0.0% | -2.0% | 127.091% | |