| 8/8/2025 | Rockefeller Capital Management L.P. | 15,198 | $443K | 0.0% | -42.6% | 0.062% | |
| 8/8/2025 | Cetera Investment Advisers | 110,709 | $3.23M | 0.0% | +12.2% | 0.449% | |
| 8/8/2025 | Creative Planning | 118,098 | $3.45M | 0.0% | +23.8% | 0.479% | |
| 8/7/2025 | Montag A & Associates Inc. | 1,662 | $48K | 0.0% | -39.1% | 0.007% | |
| 8/5/2025 | Bank of Montreal Can | 176,582 | $5.15M | 0.0% | +0.5% | 0.717% | |
| 8/4/2025 | Kovack Advisors Inc. | 17,954 | $524K | 0.1% | -2.0% | 0.073% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 41,637 | $1.22M | 0.0% | +6.9% | 0.169% | |
| 7/31/2025 | Hartford Financial Management Inc. | 62,366 | $1.82M | 0.5% | -3.4% | 0.253% | |
| 7/31/2025 | Blue Sky Capital Consultants Group Inc. | 25,725 | $751K | 0.4% | -5.4% | 0.104% | |
| 7/30/2025 | Cornerstone Advisory LLC | 78,813 | $2.30M | 0.2% | -1.1% | 0.320% | |
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| 7/29/2025 | Socha Financial Group LLC | 8,020 | $234K | 0.1% | -53.4% | 0.033% | |
| 7/29/2025 | Joseph P. Lucia & Associates LLC | 117,495 | $3.43M | 1.4% | -3.6% | 0.477% | |
| 7/29/2025 | Private Trust Co. NA | 5,183 | $151K | 0.0% | -70.1% | 0.021% | |
| 7/29/2025 | Empirical Asset Management LLC | 29,780 | $869K | 0.3% | -3.6% | 0.121% | |
| 7/29/2025 | Harbor Asset Planning Inc. | 19,251 | $562K | 0.5% | N/A | 0.078% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 53,129 | $1.55M | 0.3% | +88.2% | 0.216% | |
| 7/23/2025 | Peak Financial Management Inc. | 68,031 | $1.99M | 0.6% | -7.4% | 0.276% | |
| 7/23/2025 | Optas LLC | 30,398 | $887K | 0.2% | -3.1% | 0.123% | |
| 7/23/2025 | Friedenthal Financial | 109,934 | $3.21M | 1.8% | +5.3% | 0.446% | |
| 7/22/2025 | DAVENPORT & Co LLC | 14,669 | $428K | 0.0% | -2.8% | 0.060% | |
| 7/22/2025 | Berger Financial Group Inc | 75,710 | $2.21M | 0.1% | -19.6% | 0.307% | |
| 7/22/2025 | Yoder Wealth Management Inc. | 66,595 | $1.94M | 1.0% | +9.8% | 0.270% | |
| 7/21/2025 | Red Mountain Financial LLC | 38,958 | $1.17M | 1.5% | +6.7% | 0.158% | |
| 7/21/2025 | Rainey & Randall Wealth Advisors Inc. | 102,175 | $2.98M | 0.5% | -85.7% | 0.413% | |
| 7/17/2025 | Walker Asset Management LLC | 41,282 | $1.21M | 0.7% | +2.3% | 0.167% | |
| 7/15/2025 | McAdam LLC | 57,520 | $1.68M | 0.1% | -4.1% | 0.232% | |
| 7/14/2025 | Occidental Asset Management LLC | 6,898 | $201K | 0.0% | -6.8% | 0.028% | |
| 7/14/2025 | CRA Financial Services LLC | 17,106 | $499K | 0.1% | -8.7% | 0.069% | |
| 7/11/2025 | Farther Finance Advisors LLC | 123,776 | $3.61M | 0.1% | +1.7% | 0.498% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 44,831 | $1.31M | 0.0% | -19.5% | 0.180% | |
| 7/10/2025 | Focus Financial Network Inc. | 122,087 | $3.56M | 0.1% | +2.1% | 0.491% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 18,893 | $562K | 0.0% | N/A | 0.075% | |
| 5/21/2025 | McAdam LLC | 59,955 | $1.78M | 0.1% | -5.4% | 0.228% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 14,292 | $425K | 0.0% | +5.0% | 0.054% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 18,893 | $562K | 0.0% | N/A | 0.071% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,168 | $64K | 0.0% | -90.5% | 0.008% | |
| 5/16/2025 | NewEdge Advisors LLC | 7,627 | $227K | 0.0% | -18.6% | 0.029% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 274,806 | $8.18M | 0.0% | +1.7% | 1.037% | |
| 5/15/2025 | Royal Bank of Canada | 346,671 | $10.31M | 0.0% | -6.9% | 1.308% | |
| 5/15/2025 | MAI Capital Management | 336,044 | $10.00M | 0.1% | -3.7% | 1.268% | |
One stock to replace Nvidia (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast. Click to get the full details on Eric Fry's "Nvidia alternative" right here. |
| 5/14/2025 | Freedom Investment Management Inc. | 16,780 | $499K | 0.0% | -7.7% | 0.063% | |
| 5/14/2025 | SVB Wealth LLC | 1,035 | $31K | 0.0% | N/A | 0.004% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,267 | $157K | 0.0% | -32.1% | 0.020% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 131,753 | $3.92M | 0.1% | -1.8% | 0.497% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 121,945 | $3.63M | 1.7% | -1.1% | 0.460% | |
| 5/13/2025 | Raymond James Financial Inc. | 355,449 | $10.58M | 0.0% | +25.7% | 1.341% | |
| 5/13/2025 | FCA Corp TX | 136,556 | $4.06M | 1.3% | -2.8% | 0.515% | |
| 5/13/2025 | HighTower Advisors LLC | 2,418,528 | $71.95M | 0.1% | +8.5% | 9.127% | |
| 5/13/2025 | Peak Financial Management Inc. | 73,467 | $2.19M | 0.7% | -14.0% | 0.277% | |
| 5/12/2025 | Berger Financial Group Inc | 94,169 | $2.80M | 0.2% | -7.8% | 0.355% | |
| 5/12/2025 | Measured Wealth Private Client Group LLC | 20,148 | $599K | 0.2% | N/A | 0.076% | |
| 5/12/2025 | National Bank of Canada FI | 5,295 | $157K | 0.0% | +7.4% | 0.020% | |
| 5/9/2025 | Blair William & Co. IL | 7,000 | $208K | 0.0% | -38.7% | 0.026% | |
| 5/9/2025 | Blue Sky Capital Consultants Group Inc. | 27,182 | $809K | 0.5% | -81.1% | 0.103% | |
| 5/9/2025 | Avalon Trust Co | 1,000 | $30K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | HHM Wealth Advisors LLC | 21,645 | $644K | 0.1% | +15.2% | 0.082% | |
| 5/8/2025 | Walled Lake Planning & Wealth Management LLC | 387,256 | $11.52M | 4.1% | +5.9% | 1.461% | |
| 5/7/2025 | LPL Financial LLC | 464,096 | $13.81M | 0.0% | -20.3% | 1.751% | |
| 5/7/2025 | Cornerstone Advisory LLC | 79,708 | $2.23M | 0.3% | -6.1% | 0.301% | |
| 5/6/2025 | Cetera Investment Advisers | 98,688 | $2.94M | 0.0% | +16.7% | 0.372% | |
| 5/6/2025 | AE Wealth Management LLC | 941 | $28K | 0.0% | +66.5% | 0.004% | |
| 5/6/2025 | Wakefield Asset Management LLLP | 24,579 | $731K | 0.2% | N/A | 0.093% | |
| 5/5/2025 | Montag A & Associates Inc. | 2,728 | $81K | 0.0% | +50.3% | 0.010% | |
| 5/5/2025 | IFP Advisors Inc | 3,250 | $97K | 0.0% | -38.1% | 0.012% | |
| 5/5/2025 | PCG Wealth Advisors LLC | 19,526 | $581K | 0.2% | -38.2% | 0.074% | |
| 5/5/2025 | Private Advisor Group LLC | 74,426 | $2.21M | 0.0% | -41.5% | 0.281% | |
| 5/2/2025 | Pettinga Financial Advisors LLC | 28,235 | $840K | 0.2% | N/A | 0.107% | |
| 5/2/2025 | Bogart Wealth LLC | 5,718 | $170K | 0.0% | +10.2% | 0.022% | |
| 5/1/2025 | CWM LLC | 2,520 | $75K | 0.0% | -32.8% | 0.010% | |
| 5/1/2025 | Rainey & Randall Wealth Advisors Inc. | 713,988 | $21.24M | 4.2% | +0.4% | 2.694% | |
| 5/1/2025 | Acorn Wealth Advisors LLC | 64,138 | $1.91M | 0.8% | -4.7% | 0.242% | |
| 4/30/2025 | Allworth Financial LP | 23,963 | $677K | 0.0% | -5.1% | 0.090% | |
| 4/30/2025 | Principal Securities Inc. | 14,425 | $423K | 0.0% | +5.2% | 0.054% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 40,020 | $1.19M | 0.0% | -4.3% | 0.151% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 38,954 | $1.16M | 0.0% | +95.6% | 0.147% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 10,798 | $321K | 0.0% | -9.1% | 0.041% | |
| 4/28/2025 | North Capital Inc. | 1,080 | $32K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | Red Mountain Financial LLC | 36,495 | $1.09M | 1.3% | +1.8% | 0.138% | |
| 4/28/2025 | DAVENPORT & Co LLC | 15,095 | $449K | 0.0% | -15.5% | 0.057% | |
| 4/25/2025 | Socha Financial Group LLC | 17,228 | $513K | 0.3% | -49.3% | 0.064% | |
| 4/25/2025 | Avidian Wealth Enterprises LLC | 15,640 | $465K | 0.0% | -6.0% | 0.058% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 36,092 | $1.07M | 0.0% | +13.9% | 0.135% | |
| 4/22/2025 | Yoder Wealth Management Inc. | 60,634 | $1.80M | 1.0% | +2.0% | 0.226% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 47,505 | $1.41M | 0.0% | -6.8% | 0.177% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 8,539 | $254K | 0.0% | N/A | 0.032% | |
| 4/21/2025 | Friedenthal Financial | 104,357 | $3.11M | 1.9% | -0.7% | 0.389% | |
| 4/18/2025 | DHJJ Financial Advisors Ltd. | 14,815 | $441K | 0.2% | -2.8% | 0.055% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 26,789 | $797K | 0.0% | -27.1% | 0.100% | |
| 4/17/2025 | Optas LLC | 31,371 | $933K | 0.2% | -3.1% | 0.117% | |
| 4/16/2025 | CRA Financial Services LLC | 18,726 | $557K | 0.1% | -14.5% | 0.070% | |
One stock to replace Nvidia (Ad) Investing Legend Hints the End May be Near for These 3 Iconic Stocks
One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast. Click to get the full details on Eric Fry's "Nvidia alternative" right here. |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 55,665 | $1.66M | 0.0% | -3.4% | 0.208% | |
| 4/15/2025 | Focus Financial Network Inc. | 119,523 | $3.56M | 0.1% | +1.1% | 0.446% | |
| 4/15/2025 | Eagle Capital Management LLC | 28,376 | $844K | 0.0% | +3.3% | 0.107% | |
| 4/15/2025 | CX Institutional | 2,586 | $77K | 0.0% | N/A | 0.010% | |
| 4/14/2025 | Farther Finance Advisors LLC | 121,697 | $3.58M | 0.1% | +1,189.2% | 0.454% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 14,765 | $439K | 0.0% | -5.5% | 0.055% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 57,609 | $1.69M | 0.0% | -4.9% | 0.214% | |
| 2/19/2025 | Blue Sky Capital Consultants Group Inc. | 143,648 | $4.21M | 2.5% | N/A | 0.449% | |
| 2/18/2025 | Cornerstone Advisory LLC | 84,874 | $2.55M | 0.3% | -8.3% | 0.265% | |
| 2/18/2025 | First Heartland Consultants Inc. | 25,475 | $746K | 0.1% | -17.3% | 0.080% | |
