| 5/14/2026 | Hilltop Holdings Inc. | 19,675 | $910K | 0.1% | -53.5% | 0.444% | |
| 5/8/2026 | CVS HEALTH Corp | 14,500 | $670K | 0.3% | N/A | 0.327% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 955 | $44K | 0.0% | N/A | 0.022% | |
| 5/2/2026 | Anchor Investment Management LLC | 20,445 | $945K | 0.1% | +121.6% | 0.462% | |
| 5/1/2026 | Ball & Co Wealth Management Inc. | 2,118 | $97K | 0.1% | N/A | 0.048% | |
| 4/30/2026 | Griffin Asset Management Inc. | 6,667 | $308K | 0.0% | N/A | 0.150% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 4,815 | $223K | 0.1% | -4.9% | 0.109% | |
| 4/21/2026 | Drum Hill Capital LLC | 143,638 | $6.64M | 6.1% | +25.9% | 3.213% | |
| 4/21/2026 | Urban Wealth Management LLC | 12,927 | $598K | 0.6% | -43.4% | 0.289% | |
| 2/26/2026 | Anchor Investment Management LLC | 9,225 | $442K | 0.0% | +81.8% | 0.253% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 2/18/2026 | Quadrature Capital Ltd | 13,514 | $648K | 0.0% | N/A | 0.370% | |
| 2/17/2026 | Cetera Investment Advisers | 7,285 | $349K | 0.0% | -75.1% | 0.200% | |
| 2/17/2026 | Hilltop Holdings Inc. | 42,295 | $2.03M | 0.1% | N/A | 1.159% | |
| 2/17/2026 | Osaic Holdings Inc. | 3,349 | $161K | 0.0% | -72.7% | 0.092% | |
| 2/16/2026 | MML Investors Services LLC | 11,900 | $570K | 0.0% | +38.4% | 0.326% | |
| 2/12/2026 | Jane Street Group LLC | 151,777 | $7.28M | 0.0% | +14.9% | 4.158% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 193,913 | $9.29M | 0.0% | +189.8% | 5.313% | |
| 2/12/2026 | Bank of Montreal Can | 1,048 | $50K | 0.0% | +168.7% | 0.029% | |
| 2/12/2026 | Colonial Trust Co SC | 1,000 | $48K | 0.0% | N/A | 0.027% | |
| 2/11/2026 | LPL Financial LLC | 48,526 | $2.33M | 0.0% | +18.9% | 1.329% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 6,310 | $302K | 0.0% | N/A | 0.173% | |
| 2/6/2026 | HighTower Advisors LLC | 23,140 | $1.11M | 0.0% | N/A | 0.634% | |
| 2/4/2026 | Trek Financial LLC | 250,083 | $11.99M | 0.7% | N/A | 7.045% | |
| 1/27/2026 | Holcombe Financial Inc. | 93,145 | $4.46M | 2.8% | +8.6% | 2.756% | |
| 1/26/2026 | Drum Hill Capital LLC | 114,046 | $5.47M | 5.7% | +1.7% | 3.374% | |
| 1/23/2026 | Farther Finance Advisors LLC | 597 | $29K | 0.0% | -92.7% | 0.018% | |
| 1/22/2026 | Comprehensive Money Management Services LLC | 5,065 | $243K | 0.2% | +18.8% | 0.150% | |
| 1/20/2026 | Savvy Advisors Inc. | 11,192 | $536K | 0.0% | N/A | 0.336% | |
| 1/15/2026 | Professional Financial Advisors LLC | 18,721 | $897K | 0.2% | +7.6% | 0.594% | |
| 1/7/2026 | Harbor Investment Advisory LLC | 600 | $29K | 0.0% | N/A | 0.019% | |
| 1/1/2026 | JPMorgan Chase & Co. | 831 | $40K | 0.0% | +1,285.0% | 0.024% | |
| 11/17/2025 | Mercer Global Advisors Inc. ADV | 8,930 | $430K | 0.0% | +2.9% | 0.263% | |
| 11/17/2025 | Citadel Advisors LLC | 9,879 | $476K | 0.0% | -60.9% | 0.291% | |
| 11/17/2025 | Ausdal Financial Partners Inc. | 86,032 | $4.14M | 0.2% | +599.5% | 2.530% | |
| 11/13/2025 | Global Endowment Management LP | 8,000 | $385K | 0.0% | +100.0% | 0.235% | |
| 11/12/2025 | Choreo LLC | 13,053 | $629K | 0.0% | N/A | 0.384% | |
| 11/10/2025 | Advyzon Investment Management LLC | 61,855 | $2.98M | 0.5% | +196.3% | 1.819% | |
| 11/10/2025 | Pekin Hardy Strauss Inc. | 24,685 | $1.19M | 0.1% | -5.7% | 0.726% | |
| 11/7/2025 | JPMorgan Chase & Co. | 831 | $40K | 0.0% | +1,285.0% | 0.024% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 16,167 | $779K | 0.0% | +6.8% | 0.476% | |
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening.
The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today |
| 11/5/2025 | Envestnet Asset Management Inc. | 84,374 | $4.06M | 0.0% | +885.6% | 2.482% | |
| 10/31/2025 | Copia Wealth Management | 745 | $36K | 0.0% | -44.6% | 0.022% | |
| 10/30/2025 | FSA Investment Group LLC | 15,868 | $759K | 0.5% | N/A | 0.467% | |
| 10/28/2025 | Professional Financial Advisors LLC | 17,405 | $838K | 0.2% | +5.6% | 0.512% | |
| 10/27/2025 | Holcombe Financial Inc. | 85,784 | $4.13M | 2.9% | +2.2% | 2.523% | |
| 10/15/2025 | Cambridge Advisors Inc. | 5,968 | $287K | 0.1% | N/A | 0.173% | |
| 10/15/2025 | Drum Hill Capital LLC | 112,121 | $5.40M | 5.8% | +1.6% | 3.250% | |
| 10/14/2025 | Farther Finance Advisors LLC | 8,229 | $396K | 0.0% | +1,382.7% | 0.239% | |
| 9/4/2025 | Osaic Holdings Inc. | 11,233 | $594K | 0.0% | +23.9% | 0.385% | |
| 8/19/2025 | Newbridge Financial Services Group Inc. | 13,333 | $705K | 0.1% | N/A | 0.457% | |
| 8/14/2025 | Jane Street Group LLC | 416,853 | $22.03M | 0.0% | +2.6% | 14.276% | |
| 8/14/2025 | Ausdal Financial Partners Inc. | 12,299 | $650K | 0.0% | N/A | 0.421% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,004 | $53K | 0.0% | N/A | 0.034% | |
| 8/14/2025 | Napa Wealth Management | 9,021 | $477K | 0.2% | -18.6% | 0.309% | |
| 8/13/2025 | Luminist Capital LLC | 3,380 | $178K | 0.2% | -7.1% | 0.116% | |
| 8/8/2025 | Advyzon Investment Management LLC | 20,873 | $1.10M | 0.2% | N/A | 0.720% | |
| 8/6/2025 | Pekin Hardy Strauss Inc. | 26,185 | $1.38M | 0.2% | N/A | 0.903% | |
| 8/5/2025 | Simplex Trading LLC | 4,382 | $231K | 0.0% | +3,462.6% | 0.151% | |
| 8/4/2025 | Integrity Alliance LLC. | 4,831 | $255K | 0.0% | N/A | 0.167% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 8,561 | $452K | 0.0% | -85.3% | 0.295% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 15,133 | $800K | 0.0% | +9.7% | 0.522% | |
| 7/28/2025 | Copia Wealth Management | 1,345 | $71K | 0.1% | -39.1% | 0.046% | |
| 7/16/2025 | Maridea Wealth Management LLC | 13,622 | $720K | 0.2% | N/A | 0.470% | |
| 7/15/2025 | Avaii Wealth Management LLC | 4,871 | $257K | 0.1% | N/A | 0.168% | |
| 7/15/2025 | Drum Hill Capital LLC | 110,320 | $5.83M | 6.4% | +0.5% | 3.804% | |
| 7/10/2025 | Professional Financial Advisors LLC | 16,486 | $871K | 0.2% | +4.1% | 0.568% | |
| 7/9/2025 | Reyes Financial Architecture Inc. | 1,336 | $71K | 0.1% | N/A | 0.046% | |
| 7/8/2025 | Holcombe Financial Inc. | 83,964 | $4.44M | 3.3% | +132.9% | 2.895% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 125,700 | $6.09M | 0.0% | -72.9% | 4.334% | |
| 5/19/2025 | Jane Street Group LLC | 406,222 | $19.69M | 0.0% | +114.5% | 17.286% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 125,700 | $6.09M | 0.0% | -72.9% | 5.349% | |
| 5/14/2025 | Jane Street Group LLC | 406,222 | $19.69M | 0.0% | +114.5% | 17.286% | |
| 5/14/2025 | Thomas J. Herzfeld Advisors Inc. | 51,764 | $2.51M | 0.9% | -2.7% | 2.203% | |
| 5/14/2025 | Luminist Capital LLC | 3,640 | $173K | 0.2% | -8.0% | 0.155% | |
| 5/14/2025 | Napa Wealth Management | 11,089 | $537K | 0.3% | -5.9% | 0.472% | |
| 5/13/2025 | Global Endowment Management LP | 6,000 | $291K | 0.0% | -14.3% | 0.255% | |
| 5/6/2025 | Cetera Investment Advisers | 22,966 | $1.11M | 0.0% | N/A | 0.873% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 13,904 | $674K | 0.0% | N/A | 0.529% | |
| 5/6/2025 | Choreo LLC | 9,419 | $456K | 0.0% | -26.9% | 0.358% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 13,789 | $668K | 0.0% | -25.8% | 0.524% | |
| 4/30/2025 | J Hagan Capital Inc. | 5,411 | $283K | 0.3% | N/A | 0.206% | |
| 4/28/2025 | Holcombe Financial Inc. | 36,057 | $1.75M | 1.5% | -1.3% | 1.371% | |
| 4/23/2025 | Ferguson Shapiro LLC | 7,626 | $370K | 0.1% | -24.9% | 0.290% | |
| 4/23/2025 | Professional Financial Advisors LLC | 15,844 | $768K | 0.2% | -3.3% | 0.602% | |
| 4/22/2025 | Comprehensive Money Management Services LLC | 4,140 | $201K | 0.2% | N/A | 0.157% | |
| 4/17/2025 | Copia Wealth Management | 2,210 | $107K | 0.1% | N/A | 0.084% | |
| 2/17/2025 | Napa Wealth Management | 11,789 | $617K | 0.3% | N/A | 0.389% | |
| 2/14/2025 | Jane Street Group LLC | 189,347 | $9.91M | 0.0% | -30.2% | 6.249% | |
| 2/14/2025 | Comerica Bank | 538 | $28K | 0.0% | N/A | 0.018% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 11,404 | $597K | 0.0% | +7.7% | 0.376% | |
The $15 Gold Fund That Pays Up to $1,152/Month (Ad) Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. Discover the gold income fund before the next payout date |
| 2/14/2025 | Holcombe Financial Inc. | 36,516 | $1.91M | 1.6% | N/A | 1.205% | |
| 2/13/2025 | Global Endowment Management LP | 7,000 | $366K | 0.0% | -26.3% | 0.231% | |
| 2/13/2025 | Defined Financial Planning LLC | 4,611 | $241K | 0.3% | N/A | 0.152% | |
| 2/13/2025 | Belpointe Asset Management LLC | 6,470 | $339K | 0.0% | N/A | 0.214% | |
| 2/13/2025 | Fortis Capital Advisors LLC | 6,470 | $339K | 0.1% | N/A | 0.214% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 58,457 | $3.06M | 0.0% | N/A | 1.929% | |
| 2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 53,202 | $2.79M | 0.9% | N/A | 1.756% | |
| 2/12/2025 | OLD Mission Capital LLC | 6,839 | $358K | 0.0% | -33.3% | 0.226% | |
| 2/12/2025 | Maridea Wealth Management LLC | 19,157 | $1.00M | 0.3% | N/A | 0.632% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 80,495 | $4.21M | 0.0% | +9.8% | 2.657% | |