| 10/8/2026 | Factor Wealth Management LTD | 87,097 | $2.25M | 0.3% | +6.1% | 0.048% | |
| 10/8/2026 | Farther Finance Advisors LLC | 17,400 | $449K | 0.0% | -4.0% | 0.010% | |
| 10/8/2026 | CoreCap Advisors LLC | 5,685 | $147K | 0.0% | +16.8% | 0.003% | |
| 10/8/2026 | Apella Capital LLC | 106,305 | $2.70M | 0.0% | +150.2% | 0.059% | |
| 10/7/2026 | Boston Standard Wealth Management LLC | 690,979 | $17.81M | 2.6% | N/A | 0.382% | |
| 10/5/2026 | Collective Family Office LLC | 120,373 | $3.10M | 0.7% | +8.0% | 0.067% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 687,146 | $18.98M | 0.0% | -15.6% | 0.382% | |
| 9/18/2026 | Security National Bank of Sioux City Iowa IA | 2,625 | $73K | 0.0% | N/A | 0.001% | |
| 9/9/2026 | Capstone Financial Advisors Inc. | 851,372 | $23.52M | 1.1% | +0.1% | 0.471% | |
| 9/9/2026 | SVB Wealth LLC | 18,876 | $521K | 0.0% | -30.3% | 0.010% | |
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| 9/9/2026 | IFP Advisors Inc | 6,575 | $182K | 0.0% | +77.9% | 0.004% | |
| 9/9/2026 | XY Planning Network Inc. | 133,840 | $3.70M | 0.5% | -1.7% | 0.074% | |
| 8/27/2026 | Corient Private Wealth LP | 279,868 | $7.73M | 0.0% | -8.2% | 0.155% | |
| 8/23/2026 | Operose Advisors LLC | 1,440 | $40K | 0.0% | -47.8% | 0.001% | |
| 8/22/2026 | SeedSafe Financial LLC | 26,844 | $741K | 0.5% | N/A | 0.015% | |
| 8/22/2026 | SMART Wealth LLC | 9,204 | $254K | 0.1% | N/A | 0.005% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 10,530 | $291K | 0.0% | +27.8% | 0.006% | |
| 8/21/2026 | Greenspring Advisors LLC | 124,777 | $3.45M | 0.2% | -5.1% | 0.069% | |
| 8/21/2026 | Continuum Advisory LLC | 1,290 | $36K | 0.0% | N/A | 0.001% | |
| 8/7/2026 | Trust Co. of Vermont | 31,020 | $857K | 0.0% | N/A | 0.017% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 74,354 | $2.05M | 0.1% | -6.4% | 0.042% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 239,851 | $6.63M | 0.8% | +13.5% | 0.135% | |
| 7/10/2026 | Prosperity Planning Inc. | 7,267 | $201K | 0.0% | N/A | 0.004% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 71,611 | $1.98M | 0.0% | -28.7% | 0.040% | |
| 7/9/2026 | Polianta Ltd | 4,427,000 | $122.27M | 15.1% | +4.6% | 2.500% | |
| 7/8/2026 | 3 Factor Indexing LLC | 5,826 | $161K | 0.1% | -68.9% | 0.003% | |
| 7/8/2026 | Factor Wealth Management LTD | 82,104 | $2.27M | 0.3% | -12.6% | 0.046% | |
| 7/8/2026 | Apella Capital LLC | 42,490 | $1.19M | 0.0% | -16.2% | 0.024% | |
| 7/8/2026 | 55 North Private Wealth LLC | 77,981 | $2.15M | 0.4% | +12.7% | 0.044% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 31,043 | $857K | 0.1% | -7.4% | 0.018% | |
| 7/7/2026 | Foster Group Inc. | 23,965 | $662K | 0.0% | -14.1% | 0.014% | |
| 7/7/2026 | CoreCap Advisors LLC | 4,867 | $134K | 0.0% | +14.4% | 0.003% | |
| 7/7/2026 | Boston Standard Wealth Management LLC | 679,938 | $18.80M | 2.7% | +0.5% | 0.384% | |
| 7/2/2026 | Collective Family Office LLC | 111,458 | $3.08M | 0.6% | -0.4% | 0.063% | |
| 7/1/2026 | GP Brinson Investments LLC | 208,553 | $5.76M | 2.4% | +11.9% | 0.119% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 78,630 | $1.98M | 0.1% | +1.0% | 0.045% | |
| 6/9/2026 | Rathbones Group PLC | 14,240 | $358K | 0.0% | -27.4% | 0.008% | |
| 6/3/2026 | NewEdge Advisors LLC | 41,721 | $1.05M | 0.0% | -2.7% | 0.024% | |
| 5/27/2026 | Capasso Planning Partners LLC | 92,933 | $2.34M | 1.3% | +8.9% | 0.053% | |
| 5/19/2026 | NewEdge Advisors LLC | 41,721 | $1.05M | 0.0% | -2.7% | 0.024% | |
Elon says the ‘S’ word (Ad) Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity.
James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation. Watch the free presentation now to see what they revealed |
| 5/19/2026 | Bank of America Corp DE | 857,459 | $21.57M | 0.0% | +13.1% | 0.489% | |
| 5/18/2026 | Royal Bank of Canada | 946,879 | $23.81M | 0.0% | +5.0% | 0.540% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 366,588 | $9.22M | 0.0% | +1.7% | 0.209% | |
| 5/15/2026 | Wealth Alliance LLC | 14,187 | $357K | 0.0% | -74.4% | 0.008% | |
| 5/13/2026 | Cetera Investment Advisers | 348,928 | $8.78M | 0.0% | +6.4% | 0.199% | |
| 5/13/2026 | Wealthspire Retirement LLC | 58,562 | $1.47M | 0.1% | -8.9% | 0.033% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 16,857 | $424K | 0.0% | -56.4% | 0.010% | |
| 5/8/2026 | Cutler Investment Counsel LLC | 330,801 | $8.32M | 0.9% | +2.2% | 0.189% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 25,142 | $632K | 0.0% | -13.9% | 0.014% | |
| 5/6/2026 | Gryphon Financial Partners LLC | 30,379 | $764K | 0.1% | +5.7% | 0.017% | |
| 5/6/2026 | Modera Wealth Management LLC | 1,379,901 | $34.71M | 0.4% | +6.2% | 0.787% | |
| 5/6/2026 | Bessemer Group Inc. | 2,361 | $60K | 0.0% | +124.0% | 0.001% | |
| 5/5/2026 | Bank of New York Mellon Corp | 9,857 | $248K | 0.0% | N/A | 0.006% | |
| 5/5/2026 | Sanctuary Advisors LLC | 21,969 | $553K | 0.0% | +34.4% | 0.013% | |
| 5/4/2026 | Northland Securities Inc. | 15,067 | $379K | 0.4% | N/A | 0.009% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 7,849 | $211K | 0.0% | -67.2% | 0.004% | |
| 5/4/2026 | J. Safra Sarasin Holding AG | 16,924 | $426K | 0.0% | -25.5% | 0.010% | |
| 5/2/2026 | Navigate Wealth Management LLC | 16,849 | $456K | 0.3% | N/A | 0.010% | |
| 5/2/2026 | Diversify Wealth Management LLC | 12,909 | $346K | 0.0% | N/A | 0.007% | |
| 5/2/2026 | Valmark Advisers Inc. | 6,480,035 | $162.97M | 1.9% | +3.1% | 3.697% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 33,536 | $843K | 0.1% | -1.2% | 0.019% | |
| 5/1/2026 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 82,400 | $2.07M | 0.0% | -41.1% | 0.047% | |
| 5/1/2026 | Fifth Third Bancorp | 28,707 | $722K | 0.0% | +717.6% | 0.016% | |
| 5/1/2026 | Simplicity Wealth LLC | 73,784 | $1.86M | 0.1% | +26.1% | 0.042% | |
| 5/1/2026 | Mascoma Wealth Management LLC | 1,317 | $33K | 0.0% | N/A | 0.001% | |
| 4/28/2026 | Kathmere Capital Management LLC | 8,911 | $224K | 0.0% | N/A | 0.005% | |
| 4/28/2026 | Abel Hall LLC | 12,055 | $303K | 0.1% | -4.1% | 0.007% | |
| 4/28/2026 | DGS Capital Management LLC | 18,811 | $473K | 0.1% | -3.1% | 0.011% | |
| 4/27/2026 | BIP Wealth LLC | 469,217 | $11.80M | 0.5% | -3.0% | 0.267% | |
| 4/27/2026 | World Investment Advisors | 25,777 | $648K | 0.0% | -92.0% | 0.015% | |
| 4/27/2026 | Private Advisor Group LLC | 25,705 | $646K | 0.0% | -2.2% | 0.015% | |
| 4/23/2026 | Private Wealth Management Group LLC | 13,300 | $334K | 0.1% | -7.4% | 0.008% | |
| 4/23/2026 | Comprehensive Money Management Services LLC | 28,759 | $723K | 0.5% | -2.5% | 0.016% | |
| 4/23/2026 | Avant Financial Advisors LLC | 16,286 | $410K | 0.3% | -41.9% | 0.009% | |
| 4/21/2026 | Morton Brown Family Wealth LLC | 491,027 | $12.35M | 3.3% | +4.1% | 0.279% | |
| 4/21/2026 | Maseco LLP | 6,097 | $153K | 0.0% | -32.2% | 0.003% | |
| 4/21/2026 | Boston Standard Wealth Management LLC | 676,301 | $17.15M | 2.8% | +1.8% | 0.384% | |
| 4/21/2026 | Peirce Capital Management LLC | 45,393 | $1.14M | 0.4% | -3.5% | 0.026% | |
| 4/20/2026 | Factor Wealth Management LTD | 93,955 | $2.36M | 0.4% | +19.6% | 0.053% | |
| 4/20/2026 | Apella Capital LLC | 50,724 | $1.39M | 0.0% | -8.1% | 0.029% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 696,479 | $17.52M | 1.5% | +0.9% | 0.396% | |
| 4/17/2026 | SVB Wealth LLC | 27,093 | $681K | 0.0% | -28.9% | 0.015% | |
| 4/16/2026 | Upper Left Wealth Management LLC | 9,509 | $239K | 0.1% | +5.2% | 0.005% | |
| 4/16/2026 | Polianta Ltd | 4,233,000 | $106.46M | 14.1% | +16.5% | 2.404% | |
| 3/13/2026 | World Investment Advisors | 320,454 | $8.00M | 0.1% | +1.8% | 0.184% | |
| 3/9/2026 | Corient Private Wealth LLC | 331,374 | $8.27M | 0.0% | +289.1% | 0.191% | |
| 3/4/2026 | SHP Wealth Management | 1,000 | $25K | 0.0% | N/A | 0.001% | |
| 2/24/2026 | DGS Capital Management LLC | 19,421 | $485K | 0.1% | +4.0% | 0.011% | |
| 2/24/2026 | Nolet Wealth Management LLC | 20,121 | $502K | 0.3% | N/A | 0.012% | |
| 2/20/2026 | Sunbelt Securities Inc. | 15,568 | $388K | 0.0% | -3.7% | 0.009% | |
Elon says the ‘S’ word (Ad) Elon Musk and Sam Altman have sued each other and feuded for years. Yet within days of one another, both men described the same moment in strikingly similar terms: a technological tipping point they call the Singularity.
James Altucher says the idea once belonged to science fiction. Now he connects it to a move Musk could make as soon as October 21, and lays out what both men see coming in a short presentation. Watch the free presentation now to see what they revealed |
| 2/19/2026 | Corient Private Wealth LLC | 331,374 | $8.27M | 0.0% | +289.1% | 0.191% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 83,999 | $2.10M | 0.0% | -5.6% | 0.048% | |
| 2/18/2026 | Wealthspire Retirement LLC | 64,290 | $1.60M | 0.1% | -5.6% | 0.037% | |
| 2/18/2026 | Sterling Wealth Management Inc. | 19,295 | $481K | 0.1% | -48.1% | 0.011% | |
| 2/18/2026 | Readystate Asset Management LP | 109,820 | $2.74M | 0.1% | +739.3% | 0.063% | |
| 2/18/2026 | OLD Mission Capital LLC | 56,647 | $1.41M | 0.0% | N/A | 0.033% | |
| 2/18/2026 | Claro Advisors Inc. | 8,778 | $219K | 0.0% | -8.5% | 0.005% | |
| 2/18/2026 | City National Bank of Florida MSD | 28,889 | $721K | 0.5% | -15.1% | 0.017% | |
| 2/18/2026 | American Trust | 2,474 | $62K | 0.0% | N/A | 0.001% | |
| 2/17/2026 | Abel Hall LLC | 12,573 | $314K | 0.1% | -3.9% | 0.007% | |