8/15/2025 | Corient Private Wealth LLC | 1,374,099 | $40.03M | 0.1% | +17,306.9% | 8.228% | |
8/15/2025 | Captrust Financial Advisors | 42,878 | $1.26M | 0.0% | N/A | 0.257% | |
8/15/2025 | Paces Ferry Wealth Advisors LLC | 532,042 | $15.57M | 7.2% | +2.8% | 3.186% | |
8/14/2025 | Jane Street Group LLC | 17,216 | $504K | 0.0% | -19.4% | 0.103% | |
8/14/2025 | Raymond James Financial Inc. | 99,659 | $2.92M | 0.0% | +20.5% | 0.597% | |
8/13/2025 | Flow Traders U.S. LLC | 23,350 | $683K | 0.0% | -65.6% | 0.140% | |
8/13/2025 | Proactive Wealth Strategies LLC | 76,654 | $2.24M | 1.1% | N/A | 0.459% | |
8/12/2025 | Financial Advocates Investment Management | 65,969 | $1.93M | 0.2% | -7.9% | 0.395% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 3,101 | $91K | 0.0% | -54.2% | 0.019% | |
8/12/2025 | JPMorgan Chase & Co. | 96,190 | $2.82M | 0.0% | N/A | 0.576% | |
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8/7/2025 | Ascension Capital Advisors Inc. | 39,593 | $1.16M | 0.5% | +11.9% | 0.240% | |
8/7/2025 | Summit Asset Management LLC | 44,125 | $1.29M | 0.2% | +1.8% | 0.268% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 125,042 | $3.66M | 0.1% | N/A | 0.759% | |
8/4/2025 | Amplius Wealth Advisors LLC | 939,516 | $27.50M | 2.6% | +1.0% | 5.703% | |
8/4/2025 | World Investment Advisors | 238,289 | $6.98M | 0.2% | -1.6% | 1.446% | |
8/1/2025 | Wincap Financial LLC | 60,257 | $1.76M | 1.4% | -6.3% | 0.366% | |
8/1/2025 | Envestnet Asset Management Inc. | 107,427 | $3.14M | 0.0% | -47.7% | 0.652% | |
7/28/2025 | Arlington Financial Advisors LLC | 1,509,372 | $44.18M | 7.2% | +90.6% | 9.162% | |
7/23/2025 | AMI Investment Management Inc. | 547,610 | $16.03M | 4.1% | +7.5% | 3.324% | |
7/23/2025 | Venturi Wealth Management LLC | 784,717 | $22.97M | 1.1% | -19.0% | 4.763% | |
7/18/2025 | Consolidated Planning Corp | 51,537 | $1.51M | 0.2% | +102.3% | 0.313% | |
7/18/2025 | Truist Financial Corp | 61,104 | $1.79M | 0.0% | +225.9% | 0.371% | |
7/17/2025 | Archford Capital Strategies LLC | 256,882 | $7.52M | 1.0% | +23.7% | 1.562% | |
7/17/2025 | Worth Financial Advisory Group LLC | 9,982 | $292K | 0.2% | +12.2% | 0.061% | |
7/17/2025 | KWB Wealth | 53,884 | $1.58M | 0.2% | +37.8% | 0.328% | |
7/16/2025 | Diversified Enterprises LLC | 2,361,492 | $69.12M | 5.2% | +9.8% | 14.356% | |
7/16/2025 | Embree Financial Group | 112,561 | $3.30M | 0.5% | +33.0% | 0.684% | |
7/15/2025 | FMA Wealth Management LLC | 179,906 | $5.27M | 3.9% | +4.3% | 1.094% | |
7/15/2025 | Accurate Wealth Management LLC | 25,706 | $760K | 0.1% | +1.7% | 0.156% | |
7/15/2025 | GSB Wealth Management LLC | 371,137 | $10.86M | 2.6% | +14.3% | 2.256% | |
7/11/2025 | Annex Advisory Services LLC | 2,416,917 | $70.74M | 1.7% | +15.9% | 14.693% | |
7/10/2025 | Moody National Bank Trust Division | 102,008 | $2.99M | 0.3% | +4.1% | 0.620% | |
7/10/2025 | Financial Management Network Inc. | 26,420 | $775K | 0.1% | -10.6% | 0.161% | |
5/19/2025 | Jane Street Group LLC | 21,369 | $567K | 0.0% | -67.9% | 0.137% | |
5/14/2025 | Paces Ferry Wealth Advisors LLC | 517,369 | $13.73M | 6.8% | +42.9% | 3.306% | |
5/14/2025 | Flow Traders U.S. LLC | 67,964 | $1.80M | 0.1% | N/A | 0.434% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 196,903 | $5.23M | 0.0% | +279.4% | 1.258% | |
5/13/2025 | HighTower Advisors LLC | 17,556 | $466K | 0.0% | N/A | 0.112% | |
5/7/2025 | Financial Management Network Inc. | 29,565 | $717K | 0.1% | -17.8% | 0.189% | |
5/7/2025 | Wincap Financial LLC | 64,283 | $1.71M | 1.6% | +16.0% | 0.411% | |
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad) Something big is brewing in Washington.
According to my research, an executive order from President Trump could be just weeks away.
And it holds the potential to trigger one of the most explosive tech booms in US history.
At the center of it all? Robots.
Not the kind that clean your house or pour you coffee.
But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year. This little-known company holds nearly 100 patents and trades for around $7 |
5/7/2025 | LPL Financial LLC | 541,831 | $14.38M | 0.0% | -9.7% | 3.462% | |
5/6/2025 | Venturi Wealth Management LLC | 968,945 | $25.71M | 1.3% | +10.4% | 6.191% | |
5/6/2025 | Summit Asset Management LLC | 43,350 | $1.15M | 0.2% | +1.3% | 0.277% | |
5/6/2025 | Ascension Capital Advisors Inc. | 35,369 | $939K | 0.4% | +1.0% | 0.228% | |
5/1/2025 | Riversedge Advisors LLC | 29,510 | $783K | 0.2% | -95.3% | 0.190% | |
4/29/2025 | Envestnet Asset Management Inc. | 205,317 | $5.45M | 0.0% | +13.2% | 1.322% | |
4/29/2025 | World Investment Advisors | 242,080 | $6.42M | 0.2% | +11.6% | 1.559% | |
4/29/2025 | Strategic Blueprint LLC | 10,987 | $292K | 0.0% | +26.9% | 0.071% | |
4/28/2025 | Fiduciary Group LLC | 111,949 | $2.97M | 0.3% | +11.5% | 0.721% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,635 | $43K | 0.0% | N/A | 0.011% | |
4/23/2025 | Balance Wealth LLC | 70,166 | $1.86M | 1.2% | N/A | 0.452% | |
4/23/2025 | Archford Capital Strategies LLC | 207,722 | $5.51M | 0.8% | N/A | 1.338% | |
4/23/2025 | Embree Financial Group | 84,619 | $2.25M | 0.4% | +211.2% | 0.545% | |
4/22/2025 | Consolidated Planning Corp | 25,474 | $676K | 0.1% | +25.4% | 0.164% | |
4/22/2025 | FMA Wealth Management LLC | 172,528 | $4.64M | 3.6% | -1.7% | 1.111% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,039 | $717K | 0.0% | +133.1% | 0.174% | |
4/22/2025 | Worth Financial Advisory Group LLC | 8,900 | $236K | 0.1% | N/A | 0.057% | |
4/18/2025 | GSB Wealth Management LLC | 324,778 | $8.62M | 2.3% | +263.6% | 2.091% | |
4/18/2025 | San Luis Wealth Advisors LLC | 202,912 | $5.38M | 1.2% | +25.5% | 1.307% | |
4/15/2025 | Accurate Wealth Management LLC | 25,265 | $651K | 0.1% | N/A | 0.163% | |
4/11/2025 | AMI Investment Management Inc. | 509,360 | $13.52M | 4.4% | +13.3% | 3.435% | |
4/11/2025 | Annex Advisory Services LLC | 2,084,963 | $55.32M | 1.6% | +2,969.0% | 14.059% | |
4/10/2025 | KWB Wealth | 39,103 | $1.01M | 0.1% | +250.2% | 0.264% | |
4/10/2025 | Amplius Wealth Advisors LLC | 930,282 | $24.69M | 2.6% | +39.0% | 6.273% | |
4/9/2025 | Arlington Financial Advisors LLC | 792,066 | $21.02M | 3.7% | +10.3% | 5.341% | |
4/4/2025 | Moody National Bank Trust Division | 97,955 | $2.60M | 0.3% | +73.1% | 0.661% | |
3/14/2025 | Keystone Financial Services LLC | 15,584 | $403K | 0.4% | N/A | 0.127% | |
2/17/2025 | Studio Investment Management LLC | 14,356 | $371K | 0.1% | +6.1% | 0.310% | |
2/17/2025 | Citadel Advisors LLC | 28,685 | $742K | 0.0% | N/A | 0.620% | |
2/14/2025 | Jane Street Group LLC | 66,568 | $1.72M | 0.0% | -52.7% | 1.438% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 51,895 | $1.34M | 0.0% | -84.9% | 1.121% | |
2/14/2025 | Stifel Financial Corp | 14,967 | $387K | 0.0% | +3.9% | 0.323% | |
2/13/2025 | Synovus Financial Corp | 13,602 | $352K | 0.0% | +48.1% | 0.294% | |
2/13/2025 | Raymond James Financial Inc. | 101,591 | $2.63M | 0.0% | N/A | 2.194% | |
2/13/2025 | Envestnet Asset Management Inc. | 181,417 | $4.69M | 0.0% | +14.4% | 3.918% | |
2/12/2025 | World Investment Advisors | 216,961 | $5.61M | 0.2% | +13.0% | 4.686% | |
2/12/2025 | OLD Mission Capital LLC | 418,359 | $10.82M | 0.2% | N/A | 9.036% | |
2/11/2025 | Paces Ferry Wealth Advisors LLC | 361,998 | $9.36M | 4.5% | N/A | 7.819% | |
2/11/2025 | LPL Financial LLC | 599,950 | $15.51M | 0.0% | +52.2% | 12.958% | |
2/11/2025 | Runnymede Capital Advisors Inc. | 4,092 | $106K | 0.1% | N/A | 0.088% | |
2/11/2025 | Fiduciary Group LLC | 100,439 | $2.60M | 0.3% | +12.0% | 2.169% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 8,035 | $208K | 0.0% | N/A | 0.174% | |
2/10/2025 | Commonwealth Equity Services LLC | 23,012 | $595K | 0.0% | -4.8% | 0.497% | |
2/6/2025 | Raymond James Financial Inc. | 101,591 | $2.63M | 0.0% | N/A | 2.194% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 59,900 | $1.55M | 0.0% | -8.7% | 1.294% | |
2/5/2025 | Ascension Capital Advisors Inc. | 35,003 | $905K | 0.4% | +29.2% | 0.756% | |
2/4/2025 | Summit Asset Management LLC | 42,800 | $1.11M | 0.2% | +9.9% | 0.924% | |
2/3/2025 | FMA Wealth Management LLC | 175,598 | $4.54M | 3.4% | +1.0% | 3.793% | |
2/3/2025 | Financial Management Network Inc. | 35,950 | $929K | 0.2% | -33.7% | 0.776% | |
1/31/2025 | Atria Wealth Solutions Inc. | 8,035 | $208K | 0.0% | N/A | 0.174% | |
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad) Something big is brewing in Washington.
According to my research, an executive order from President Trump could be just weeks away.
And it holds the potential to trigger one of the most explosive tech booms in US history.
At the center of it all? Robots.
Not the kind that clean your house or pour you coffee.
But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year. This little-known company holds nearly 100 patents and trades for around $7 |
1/31/2025 | Venturi Wealth Management LLC | 877,931 | $22.70M | 1.1% | +42.8% | 18.962% | |
1/31/2025 | Truist Financial Corp | 15,393 | $398K | 0.0% | +35.1% | 0.332% | |
1/30/2025 | Manchester Capital Management LLC | 3,656 | $95K | 0.0% | -90.0% | 0.079% | |
1/29/2025 | Consolidated Planning Corp | 20,314 | $525K | 0.1% | +138.9% | 0.439% | |
1/28/2025 | Arlington Financial Advisors LLC | 718,311 | $18.57M | 3.7% | -51.0% | 15.514% | |
1/27/2025 | Financial Advocates Investment Management | 73,021 | $1.89M | 0.1% | N/A | 1.577% | |
1/23/2025 | Strategic Blueprint LLC | 8,660 | $224K | 0.0% | N/A | 0.187% | |
1/21/2025 | Embree Financial Group | 27,195 | $703K | 0.1% | N/A | 0.587% | |
1/21/2025 | GSB Wealth Management LLC | 89,320 | $2.31M | 0.6% | N/A | 1.929% | |
1/16/2025 | Amplius Wealth Advisors LLC | 669,171 | $17.30M | 1.8% | -4.6% | 14.453% | |