| 7/2/2026 | Frisco Financial Planning LLC | 6,577 | $708K | 0.5% | +19.2% | 0.002% | |
| 7/2/2026 | Collective Family Office LLC | 18,586 | $2M | 0.4% | +29.4% | 0.004% | |
| 7/2/2026 | CX Institutional | 237,041 | $25.51M | 0.7% | -4.8% | 0.056% | |
| 7/2/2026 | Stairway Partners LLC | 188,745 | $20.31M | 1.0% | +8.9% | 0.044% | |
| 7/1/2026 | Confluence Investment Management LLC | 30,098 | $3.24M | 0.1% | -4.9% | 0.007% | |
| 7/1/2026 | Eastern Bank | 3,713 | $400K | 0.0% | -9.9% | 0.001% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 119,218 | $12.83M | 2.4% | +2.2% | 0.029% | |
| 6/25/2026 | Hamilton Wealth LLC | 11,703 | $1.24M | 0.2% | -27.6% | 0.003% | |
| 6/24/2026 | Redwood Investment Management LLC | 30,754 | $3.27M | 0.4% | +25.6% | 0.008% | |
| 6/23/2026 | Ballast Advisors LLC | 2,793 | $296K | 0.1% | -9.2% | 0.001% | |
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| 6/12/2026 | S&A Financial Services Inc. | 2,389 | $254K | 0.2% | N/A | 0.001% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 18,620 | $1.98M | 0.1% | -6.2% | 0.005% | |
| 6/8/2026 | First National Bank of Mount Dora Trust Investment Services | 15,072 | $1.60M | 0.3% | +5.7% | 0.004% | |
| 6/8/2026 | Farmers National Bank | 12,518 | $1.33M | 0.3% | +46.4% | 0.003% | |
| 6/4/2026 | Town Capital LLC | 10,266 | $1.09M | 0.9% | +1.9% | 0.003% | |
| 6/3/2026 | Parallel Advisors LLC | 43,412 | $4.61M | 0.1% | -6.7% | 0.011% | |
| 6/3/2026 | NewEdge Advisors LLC | 218,305 | $23.17M | 0.1% | +10.6% | 0.053% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 2,333 | $250K | 0.0% | +20.1% | 0.001% | |
| 5/29/2026 | Asset Dedication LLC | 298 | $32K | 0.0% | +9,833.3% | 0.000% | |
| 5/27/2026 | Allen Capital Group LLC | 10,130 | $1.08M | 0.1% | -7.9% | 0.002% | |
| 5/27/2026 | Capasso Planning Partners LLC | 30,209 | $3.21M | 1.7% | -7.2% | 0.007% | |
| 5/27/2026 | Westshore Wealth LLC | 4,373 | $464K | 0.2% | -3.6% | 0.001% | |
| 5/22/2026 | Verus Capital Partners LLC | 36,083 | $3.83M | 0.3% | -1.8% | 0.009% | |
| 5/19/2026 | Bank of America Corp DE | 42,113,660 | $4.47B | 0.3% | +12.8% | 10.299% | |
| 5/19/2026 | Hamilton Wealth LLC | 35,109 | $3.73M | 0.3% | +117.3% | 0.009% | |
| 5/19/2026 | Edgestream Partners L.P. | 44,696 | $4.74M | 0.2% | -13.5% | 0.011% | |
| 5/19/2026 | Financial Insights Inc. | 21,991 | $2.33M | 0.8% | -8.1% | 0.005% | |
| 5/19/2026 | Chesapeake Wealth Management | 5,110 | $542K | 0.2% | +7.6% | 0.001% | |
| 5/19/2026 | Centaurus Financial Inc. | 1,152 | $122K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Strategic Investment Advisors MI | 10,335 | $1.09M | 0.1% | +22.9% | 0.003% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 7,060 | $749K | 0.1% | N/A | 0.002% | |
| 5/19/2026 | Arkadios Wealth Advisors | 35,907 | $3.81M | 0.1% | +23.9% | 0.009% | |
| 5/19/2026 | IFS Group LLC | 5,345 | $567K | 0.5% | N/A | 0.001% | |
| 5/18/2026 | Sunbelt Securities Inc. | 925 | $98K | 0.0% | -10.5% | 0.000% | |
| 5/18/2026 | Gould Capital LLC | 1,073 | $114K | 0.1% | +49.7% | 0.000% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 4,416 | $469K | 0.0% | +12.4% | 0.001% | |
| 5/18/2026 | Rivernorth Capital Management LLC | 336,951 | $35.77M | 1.8% | +271.0% | 0.082% | |
| 5/18/2026 | Royal Bank of Canada | 1,258,347 | $133.57M | 0.0% | -2.3% | 0.308% | |
| 5/18/2026 | Eley Financial Management Inc | 7,221 | $762K | 0.3% | +22.7% | 0.002% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 2,090 | $222K | 0.1% | N/A | 0.001% | |
Elon Musk on His New Invention: “An Infinite Money Glitch.” (Ad) Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call.
They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months.
Brown and Chaikin have released the full details for investors who want to get ahead of it. See Jeff Brown and Marc Chaikin's full analysis and next steps here |
| 5/16/2026 | IMG Wealth Management Inc. | 241 | $26K | 0.0% | +79.9% | 0.000% | |
| 5/16/2026 | Quantinno Capital Management LP | 63,807 | $6.77M | 0.0% | +39.4% | 0.016% | |
| 5/15/2026 | Northeast Financial Group Inc. | 121,903 | $12.94M | 3.2% | -19.5% | 0.030% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 35,301 | $3.75M | 0.1% | +393.3% | 0.009% | |
| 5/15/2026 | Turim 21 Investimentos Ltda. | 1,514 | $161K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Blue Chip Partners LLC | 13,896 | $1.48M | 0.1% | +191.9% | 0.003% | |
| 5/15/2026 | Cypress Capital Group | 12,751 | $1.35M | 0.2% | -18.3% | 0.003% | |
| 5/15/2026 | FreeGulliver LLC | 3,812 | $405K | 0.2% | +3.8% | 0.001% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 3,600 | $382K | 0.2% | N/A | 0.001% | |
| 5/15/2026 | Waverly Advisors LLC | 114,968 | $12.20M | 0.1% | -2.1% | 0.028% | |
| 5/15/2026 | Wealth Alliance LLC | 27,698 | $2.94M | 0.3% | -81.4% | 0.007% | |
| 5/14/2026 | Renaissance Technologies LLC | 94,700 | $10.05M | 0.0% | -26.5% | 0.023% | |
| 5/14/2026 | Hilltop Holdings Inc. | 9,304 | $988K | 0.1% | +16.8% | 0.002% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 7,022 | $745K | 0.1% | -2.6% | 0.002% | |
| 5/14/2026 | Pennington Partners & CO. LLC | 3,073 | $326K | 0.1% | -8.6% | 0.001% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 14,439 | $1.53M | 0.1% | N/A | 0.004% | |
| 5/14/2026 | Compound Planning Inc. | 133,357 | $14.16M | 0.4% | +121.8% | 0.033% | |
| 5/14/2026 | Modern Wealth Management LLC | 28,300 | $3.01M | 0.1% | +21.8% | 0.007% | |
| 5/14/2026 | Keebeck Wealth Management | 136,864 | $14.53M | 1.6% | +84.4% | 0.033% | |
| 5/14/2026 | Gibbs Wealth Management | 12,074 | $1.28M | 0.2% | +42.4% | 0.003% | |
| 5/14/2026 | Sei Investments Co. | 5,274,695 | $559.91M | 0.5% | +0.1% | 1.290% | |
| 5/14/2026 | Lido Advisors LLC | 136,015 | $14.44M | 0.0% | -1.9% | 0.033% | |
| 5/13/2026 | Cetera Investment Advisers | 3,210,936 | $340.84M | 0.4% | +14.9% | 0.785% | |
| 5/13/2026 | Wealthspire Retirement LLC | 7,193 | $764K | 0.0% | -2.1% | 0.002% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 135,950 | $14.43M | 1.2% | +1.4% | 0.033% | |
| 5/13/2026 | Godshalk Welsh Capital Management Inc. | 11,550 | $1.23M | 0.7% | -5.7% | 0.003% | |
| 5/13/2026 | NewEdge Wealth LLC | 90,912 | $9.65M | 0.1% | -3.6% | 0.022% | |
| 5/13/2026 | Alpha Financial Partners LLC | 55,794 | $5.92M | 3.5% | +6.4% | 0.014% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 11,495 | $1.22M | 0.8% | -5.4% | 0.003% | |
| 5/13/2026 | WealthCollab LLC | 100,225 | $10.64M | 4.4% | +7.3% | 0.025% | |
| 5/13/2026 | First Citizens Bank & Trust Co. | 204,025 | $21.66M | 0.4% | -7.0% | 0.050% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 215,352 | $22.86M | 0.6% | +10.6% | 0.053% | |
| 5/13/2026 | First Trust Advisors LP | 8,680 | $921K | 0.0% | +12.4% | 0.002% | |
| 5/12/2026 | CacheTech Inc. | 3,354 | $356K | 0.1% | N/A | 0.001% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 7,185,272 | $762.72M | 0.4% | -2.1% | 1.757% | |
| 5/8/2026 | HORAN Wealth LLC | 16,752 | $1.79M | 0.2% | +100.0% | 0.004% | |
| 5/8/2026 | Glenview Trust Co | 8,759 | $930K | 0.0% | +5.6% | 0.002% | |
| 5/8/2026 | DUTCH ASSET Corp | 7,753 | $823K | 0.6% | +56.6% | 0.002% | |
| 5/8/2026 | Summit Global Investments | 3,558 | $378K | 0.0% | -10.7% | 0.001% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 702 | $75K | 0.0% | N/A | 0.000% | |
| 5/8/2026 | Rice Partnership LLC | 470 | $50K | 0.0% | -25.6% | 0.000% | |
| 5/8/2026 | Johnson Financial Group Inc. | 41,106 | $4.36M | 0.2% | -8.9% | 0.010% | |
| 5/8/2026 | ESL Trust Services LLC | 660 | $70K | 0.0% | -18.3% | 0.000% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 424 | $45K | 0.0% | N/A | 0.000% | |
| 5/7/2026 | Florida Financial Advisors LLC | 4,131 | $439K | 0.1% | +9.1% | 0.001% | |
| 5/7/2026 | AlTi Global Inc. | 108,508 | $11.52M | 0.3% | -0.9% | 0.027% | |
| 5/7/2026 | Basepoint Wealth LLC | 638 | $68K | 0.0% | +29.1% | 0.000% | |
| 5/7/2026 | Lowe Brockenbrough & Co. Inc. | 18,239 | $1.94M | 0.1% | -4.0% | 0.004% | |
| 5/7/2026 | Balefire LLC | 6,624 | $703K | 0.1% | +25.5% | 0.002% | |
| 5/7/2026 | Parallel Advisors LLC | 43,412 | $4.61M | 0.1% | -6.7% | 0.011% | |
Elon Musk on His New Invention: “An Infinite Money Glitch.” (Ad) Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call.
They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months.
Brown and Chaikin have released the full details for investors who want to get ahead of it. See Jeff Brown and Marc Chaikin's full analysis and next steps here |
| 5/7/2026 | AlphaCentric Advisors LLC | 1,227 | $130K | 0.1% | +12.1% | 0.000% | |
| 5/7/2026 | Planning Alternatives Ltd. ADV | 13,501 | $1.43M | 0.2% | +13.5% | 0.003% | |
| 5/7/2026 | Little House Capital LLC | 7,550 | $801K | 0.2% | +40.0% | 0.002% | |
| 5/7/2026 | Vision Retirement LLC | 13,700 | $1.45M | 0.4% | -29.1% | 0.003% | |
| 5/7/2026 | Precision Wealth Strategies LLC | 20,717 | $2.20M | 0.7% | -10.0% | 0.005% | |
| 5/7/2026 | Windward Private Wealth Management Inc. | 26,766 | $2.84M | 1.0% | +0.4% | 0.007% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 44,800 | $4.76M | 0.4% | N/A | 0.011% | |
| 5/7/2026 | White & Co Financial Planning Inc | 17,793 | $1.89M | 1.3% | +8.3% | 0.004% | |
| 5/6/2026 | Aviance Capital Partners LLC | 1,959 | $208K | 0.0% | -15.9% | 0.000% | |
| 5/6/2026 | German American Bancorp Inc. | 133,184 | $14.14M | 1.2% | -4.0% | 0.033% | |