| 10/14/2026 | Ulland Investment Advisors LLC | 3,970 | $433K | 0.3% | -3.6% | 0.076% | |
| 10/8/2026 | Farther Finance Advisors LLC | 79,794 | $8.70M | 0.1% | -0.2% | 1.535% | |
| 10/8/2026 | Gradient Investments LLC | 26,640 | $2.90M | 0.0% | N/A | 0.512% | |
| 10/2/2026 | CX Institutional | 1,401 | $153K | 0.0% | N/A | 0.027% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 10,133 | $1.08M | 0.0% | -91.0% | 0.195% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 1,986 | $212K | 0.0% | N/A | 0.038% | |
| 9/2/2026 | Citadel Advisors LLC | 3,006 | $321K | 0.0% | N/A | 0.058% | |
| 7/8/2026 | Gradient Investments LLC | 25,878 | $2.76M | 0.0% | +3.6% | 0.498% | |
| 7/6/2026 | Sincerus Advisory LLC | 12,981 | $1.39M | 0.9% | +0.8% | 0.250% | |
| 5/19/2026 | Bank of America Corp DE | 66,469 | $6.15M | 0.0% | -10.7% | 1.231% | |
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| 5/7/2026 | Carson Advisory Inc. | 11,900 | $1.10M | 0.6% | +7.2% | 0.220% | |
| 5/5/2026 | Milestone Investment Advisors LLC | 27,504 | $2.54M | 0.6% | -0.7% | 0.509% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 7,228 | $669K | 0.1% | +16.8% | 0.134% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,484 | $415K | 0.0% | +202.8% | 0.083% | |
| 4/28/2026 | Meramec Financial Planners LLC | 1,880 | $190K | 0.1% | -23.1% | 0.035% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 500 | $46K | 0.0% | N/A | 0.009% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 13,409 | $1.30M | 0.0% | +12.2% | 0.258% | |
| 2/19/2026 | Corient Private Wealth LLC | 4,090 | $395K | 0.0% | -2.7% | 0.079% | |
| 2/18/2026 | SkyView Investment Advisors LLC | 7,785 | $753K | 0.1% | -1.9% | 0.150% | |
| 2/17/2026 | Cetera Investment Advisers | 24,132 | $2.33M | 0.0% | -0.7% | 0.464% | |
| 2/17/2026 | Osaic Holdings Inc. | 31,442 | $3.04M | 0.0% | -0.3% | 0.605% | |
| 2/17/2026 | Royal Bank of Canada | 21,271 | $2.06M | 0.0% | -0.7% | 0.409% | |
| 2/16/2026 | Arkos Global Advisors | 2,743 | $265K | 0.0% | -8.9% | 0.053% | |
| 2/13/2026 | Kestra Advisory Services LLC | 1,481 | $143K | 0.0% | N/A | 0.028% | |
| 2/13/2026 | Wells Fargo & Company MN | 22,817 | $2.21M | 0.0% | -1.0% | 0.439% | |
| 2/12/2026 | Jane Street Group LLC | 2,224 | $215K | 0.0% | N/A | 0.043% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 2,945 | $285K | 0.0% | -7.8% | 0.057% | |
| 2/12/2026 | SBE LLC DBA Cedar Cove Wealth Partners | 364,906 | $35.29M | 18.4% | N/A | 7.017% | |
| 2/12/2026 | Betterment LLC | 252,278 | $24.40M | 0.0% | +2.5% | 4.852% | |
| 2/12/2026 | Bank of Montreal Can | 2,917 | $282K | 0.0% | -13.6% | 0.056% | |
| 2/12/2026 | Principal Securities Inc. | 28,875 | $2.79M | 0.0% | +9.0% | 0.555% | |
| 2/11/2026 | LPL Financial LLC | 43,447 | $4.20M | 0.0% | +2.4% | 0.836% | |
| 2/11/2026 | Franklin Resources Inc. | 17,234 | $1.67M | 0.0% | +9.0% | 0.331% | |
| 2/11/2026 | JPMorgan Chase & Co. | 175,430 | $16.96M | 0.0% | -1.8% | 3.374% | |
| 2/11/2026 | Milestone Investment Advisors LLC | 27,687 | $2.68M | 0.6% | +6.0% | 0.532% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 648,784 | $62.73M | 0.0% | -10.3% | 12.477% | |
| 2/10/2026 | Jordan Park Group LLC | 32,619 | $3.15M | 0.2% | -3.9% | 0.627% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 26,645 | $2.58M | 0.0% | +5.8% | 0.512% | |
| 2/9/2026 | Darden Wealth Group Inc | 2,070 | $200K | 0.1% | N/A | 0.040% | |
| 2/6/2026 | HighTower Advisors LLC | 71,932 | $6.96M | 0.0% | -0.6% | 1.383% | |
Elon Musk’s One Stock Retirement Plan (Ad) Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he says is the same size Nvidia was a decade ago.
The company holds 150 patents protecting its core technology, and Brown believes Elon Musk could soon drive major demand for it. A key catalyst is set for November 11. See the AI stock Jeff Brown is watching right now |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 28,912 | $2.80M | 0.0% | +2.2% | 0.556% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 367,953 | $35.58M | 0.0% | +1,361.6% | 7.076% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 39,784 | $3.85M | 0.0% | N/A | 0.765% | |
| 2/4/2026 | Madison Asset Management LLC | 2,916 | $282K | 0.0% | N/A | 0.056% | |
| 2/3/2026 | Ballentine Partners LLC | 255,814 | $24.74M | 0.3% | -1.6% | 4.920% | |
| 2/3/2026 | Equitable Trust Co. | 4,360 | $422K | 0.0% | -8.7% | 0.084% | |
| 1/29/2026 | UBS Group AG | 44,216 | $4.28M | 0.0% | +1.3% | 0.850% | |
| 1/28/2026 | White Pine Investment CO | 101,624 | $9.83M | 2.3% | -1.0% | 1.954% | |
| 1/27/2026 | Seeds Investor LLC | 4,798 | $464K | 0.1% | +4.3% | 0.092% | |
| 1/27/2026 | Sage Financial Group Inc. | 43,261 | $4.18M | 0.3% | +1.7% | 0.832% | |
| 1/26/2026 | Nottingham Advisors Inc. | 6,229 | $602K | 0.1% | -6.4% | 0.120% | |
| 1/23/2026 | Farther Finance Advisors LLC | 77,111 | $7.46M | 0.1% | +761.9% | 1.483% | |
| 1/23/2026 | Freestone Capital Holdings LLC | 2,420 | $234K | 0.0% | N/A | 0.047% | |
| 1/23/2026 | Valley National Advisers Inc. | 11,646 | $1.13M | 0.2% | +0.9% | 0.224% | |
| 1/21/2026 | Naviter Wealth LLC | 6,630 | $641K | 0.1% | N/A | 0.128% | |
| 1/21/2026 | Hunter Associates Investment Management LLC | 3,355 | $324K | 0.0% | +30.8% | 0.065% | |
| 1/21/2026 | Albion Financial Group UT | 117,581 | $11.37M | 0.7% | -2.3% | 2.261% | |
| 1/9/2026 | Appleton Partners Inc. MA | 4,903 | $474K | 0.0% | +18.8% | 0.094% | |
| 1/8/2026 | Gradient Investments LLC | 25,289 | $2.45M | 0.0% | +5.4% | 0.486% | |
| 1/1/2026 | JPMorgan Chase & Co. | 178,679 | $16.76M | 0.0% | -3.5% | 3.436% | |
| 11/17/2025 | Northwestern Mutual Wealth Management Co. | 25,175 | $2.36M | 0.0% | +14.3% | 0.484% | |
| 11/17/2025 | Milestone Investment Advisors LLC | 26,130 | $2.45M | 0.6% | +6.0% | 0.503% | |
| 11/17/2025 | Bank of America Corp DE | 72,678 | $6.82M | 0.0% | -1.4% | 1.398% | |
| 11/17/2025 | Arkos Global Advisors | 3,010 | $282K | 0.0% | -14.0% | 0.058% | |
| 11/17/2025 | Ameriprise Financial Inc. | 5,279 | $495K | 0.0% | -8.7% | 0.102% | |
| 11/14/2025 | Creative Planning | 74,394 | $6.98M | 0.0% | -1.8% | 1.431% | |
| 11/14/2025 | Sage Financial Group Inc. | 42,518 | $3.99M | 0.3% | +0.5% | 0.818% | |
| 11/14/2025 | Glenmede Investment Management LP | 955 | $90K | 0.0% | N/A | 0.018% | |
| 11/13/2025 | Betterment LLC | 246,140 | $23.09M | 0.0% | +3.4% | 4.733% | |
| 11/13/2025 | UBS Group AG | 43,643 | $4.09M | 0.0% | -12.1% | 0.839% | |
| 11/13/2025 | Franklin Resources Inc. | 15,809 | $1.48M | 0.0% | +7.0% | 0.304% | |
| 11/10/2025 | Ameritas Investment Partners Inc. | 6,057 | $568K | 0.0% | -3.5% | 0.116% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 7,939 | $745K | 0.0% | -2.5% | 0.153% | |
| 11/10/2025 | Citigroup Inc. | 129,261 | $12.12M | 0.0% | +2.9% | 2.486% | |
| 11/10/2025 | Rossby Financial LCC | 1,983 | $186K | 0.1% | +65.0% | 0.038% | |
| 11/7/2025 | JPMorgan Chase & Co. | 178,679 | $16.76M | 0.0% | -3.5% | 3.436% | |
| 11/7/2025 | HighTower Advisors LLC | 72,389 | $6.79M | 0.0% | +2.7% | 1.392% | |
| 11/6/2025 | Carson Advisory Inc. | 11,100 | $1.04M | 0.6% | -1.8% | 0.213% | |
| 11/6/2025 | Caprock Group LLC | 7,205 | $660K | 0.0% | N/A | 0.139% | |
| 11/5/2025 | Appleton Partners Inc. MA | 4,128 | $387K | 0.0% | -16.7% | 0.079% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 116,636 | $10.94M | 0.0% | -7.1% | 2.243% | |
| 11/3/2025 | Jordan Park Group LLC | 33,931 | $3.18M | 0.2% | N/A | 0.653% | |
| 11/3/2025 | Ballentine Partners LLC | 260,010 | $24.39M | 0.3% | +2.6% | 5.000% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 28,302 | $2.66M | 0.0% | -15.3% | 0.544% | |
| 10/28/2025 | Leavell Investment Management Inc. | 113,865 | $10.68M | 0.5% | -2.7% | 2.190% | |
| 10/28/2025 | Richardson Financial Services Inc. | 718 | $67K | 0.0% | -14.7% | 0.014% | |
| 10/28/2025 | Mascoma Wealth Management LLC | 6,189 | $581K | 0.1% | N/A | 0.119% | |
| 10/24/2025 | Equita Financial Network Inc. | 2,403 | $225K | 0.1% | -5.9% | 0.046% | |
| 10/22/2025 | Nottingham Advisors Inc. | 6,657 | $624K | 0.1% | -5.3% | 0.128% | |
| 10/20/2025 | Albion Financial Group UT | 120,298 | $11.28M | 0.7% | +2.5% | 2.313% | |
Trump's about to unleash his Midterm Weapon (Ad) Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower prices before November 3.
One small oil and gas company sits atop the largest oil and gas deposit ever found on American soil and is integrating AI technology into its wells, with margins rivaling firms valued ten times higher.
A previous stock pick from this same screening process rose more than 1,000 percent in under 12 months. Read the full pre-midterm energy stock briefing now |
| 10/17/2025 | Ethic Inc. | 2,179 | $204K | 0.0% | N/A | 0.042% | |
| 10/17/2025 | Valley National Advisers Inc. | 11,539 | $1.08M | 0.2% | +17.0% | 0.222% | |
| 10/14/2025 | White Pine Investment CO | 102,637 | $9.63M | 2.3% | -2.1% | 1.974% | |
| 10/6/2025 | Gradient Investments LLC | 23,991 | $2.25M | 0.0% | -1.3% | 0.461% | |
| 9/4/2025 | Osaic Holdings Inc. | 30,623 | $2.69M | 0.0% | +16.4% | 0.578% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 38,511 | $3.39M | 0.0% | N/A | 0.727% | |
| 8/15/2025 | SkyView Investment Advisors LLC | 8,217 | $718K | 0.1% | -23.4% | 0.155% | |
| 8/15/2025 | Bank of America Corp DE | 73,725 | $6.48M | 0.0% | -2.1% | 1.391% | |
| 8/14/2025 | Jane Street Group LLC | 4,316 | $379K | 0.0% | N/A | 0.081% | |
| 8/14/2025 | Raymond James Financial Inc. | 11,212 | $986K | 0.0% | +3.7% | 0.212% | |