| 7/12/2026 | Walker Asset Management LLC | 85,430 | $5.51M | 2.8% | -2.2% | 0.094% | |
| 7/10/2026 | Kennicott Capital Management LLC | 48,104 | $3.10M | 1.4% | -16.1% | 0.053% | |
| 7/10/2026 | West Branch Capital LLC | 543 | $35K | 0.0% | N/A | 0.001% | |
| 7/10/2026 | Canvas Wealth Advisors LLC | 4,141 | $267K | 0.0% | N/A | 0.005% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 70,585 | $4.55M | 0.4% | -42.3% | 0.078% | |
| 7/10/2026 | Sage Capital Advisors llc | 97,770 | $6.31M | 1.3% | N/A | 0.107% | |
| 7/10/2026 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 62,717 | $4.05M | 0.4% | +1.7% | 0.069% | |
| 7/9/2026 | Focus Financial Network Inc. | 84,835 | $5.47M | 0.2% | +144.5% | 0.093% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 12,987 | $838K | 0.0% | -54.7% | 0.014% | |
| 7/8/2026 | Finley Financial LLC | 1,600 | $103K | 0.0% | N/A | 0.002% | |
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| 7/8/2026 | Factor Wealth Management LTD | 4,326 | $279K | 0.0% | N/A | 0.005% | |
| 7/8/2026 | Elmwood Wealth Management Inc. | 25,873 | $1.67M | 0.4% | -1.2% | 0.028% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 6,336 | $409K | 0.1% | +11.0% | 0.007% | |
| 7/7/2026 | Paller Financial Services Inc | 51,558 | $3.33M | 2.5% | -6.0% | 0.057% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 46,319 | $2.99M | 0.1% | +13.2% | 0.051% | |
| 7/7/2026 | Value Investment Professionals LLC | 7,238 | $467K | 0.4% | N/A | 0.008% | |
| 7/7/2026 | Moulton Wealth Management Inc. | 14,615 | $933K | 0.6% | N/A | 0.016% | |
| 7/6/2026 | Neville Rodie & Shaw Inc. | 202,650 | $13.07M | 0.8% | +0.6% | 0.225% | |
| 7/2/2026 | CX Institutional | 4,525 | $292K | 0.0% | -72.6% | 0.005% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 20,547 | $1.33M | 0.3% | N/A | 0.024% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 1,061 | $48K | 0.0% | N/A | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 67,502 | $3.06M | 0.0% | +6.0% | 0.077% | |
| 5/27/2026 | Allen Capital Group LLC | 63,416 | $2.87M | 0.3% | -1.2% | 0.073% | |
| 5/21/2026 | Raab & Moskowitz Asset Management LLC | 5,597 | $253K | 0.1% | +12.2% | 0.006% | |
| 5/19/2026 | Western Wealth Management LLC | 1,500 | $68K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 12,756 | $577K | 0.4% | N/A | 0.015% | |
| 5/19/2026 | Royal Fund Management LLC | 15,571 | $705K | 0.1% | -16.4% | 0.018% | |
| 5/19/2026 | NewEdge Advisors LLC | 67,021 | $3.03M | 0.1% | +5.2% | 0.077% | |
| 5/19/2026 | Bank of America Corp DE | 5,230,024 | $236.71M | 0.0% | +26.7% | 5.992% | |
| 5/19/2026 | Arkadios Wealth Advisors | 6,567 | $297K | 0.0% | N/A | 0.008% | |
| 5/18/2026 | Royal Bank of Canada | 1,261,214 | $57.08M | 0.0% | -5.0% | 1.445% | |
| 5/16/2026 | Quantinno Capital Management LP | 110,851 | $5.02M | 0.0% | -3.1% | 0.127% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 58,756 | $2.66M | 0.1% | N/A | 0.067% | |
| 5/15/2026 | Everest Financial Group LLC | 21,191 | $959K | 0.2% | N/A | 0.024% | |
| 5/15/2026 | Van Diest Capital LLC | 6,970 | $315K | 0.2% | N/A | 0.008% | |
| 5/15/2026 | Waverly Advisors LLC | 15,773 | $714K | 0.0% | +91.7% | 0.018% | |
| 5/14/2026 | FCA Corp TX | 20,776 | $940K | 0.3% | -2.3% | 0.024% | |
| 5/14/2026 | RMG Wealth Management LLC | 1,467,902 | $66.44M | 7.9% | N/A | 1.682% | |
| 5/14/2026 | American Financial Advisors LLC | 36,432 | $1.65M | 0.2% | -0.6% | 0.042% | |
| 5/14/2026 | Lido Advisors LLC | 126,366 | $5.72M | 0.0% | -9.8% | 0.145% | |
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (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 |
| 5/13/2026 | Cetera Investment Advisers | 341,701 | $15.47M | 0.0% | +54.6% | 0.391% | |
| 5/13/2026 | NewEdge Wealth LLC | 9,600 | $434K | 0.0% | -44.9% | 0.011% | |
| 5/12/2026 | Cascade Wealth Advisors Inc | 132,813 | $6.01M | 2.4% | -4.5% | 0.152% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 8,733 | $395K | 0.0% | -4.9% | 0.010% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 31,011 | $1.40M | 0.4% | -7.9% | 0.036% | |
| 5/7/2026 | Koss Olinger Consulting LLC | 6,636 | $300K | 0.0% | -9.0% | 0.008% | |
| 5/6/2026 | Independent Financial Group LLC | 9,095 | $412K | 0.0% | N/A | 0.010% | |
| 5/5/2026 | Rockport Wealth LLC | 242,380 | $10.97M | 2.0% | +33.8% | 0.278% | |
| 5/5/2026 | Bank of New York Mellon Corp | 47,317 | $2.14M | 0.0% | +15.7% | 0.054% | |
| 5/5/2026 | Sanctuary Advisors LLC | 58,708 | $2.66M | 0.0% | +68.5% | 0.067% | |
| 5/5/2026 | Sigma Planning Corp | 4,425 | $200K | 0.0% | N/A | 0.005% | |
| 5/4/2026 | Calamos Advisors LLC | 13,270 | $601K | 0.0% | N/A | 0.015% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,537 | $205K | 0.0% | -25.5% | 0.005% | |
| 5/4/2026 | Bryn Mawr Trust Advisors LLC | 27,125 | $1.23M | 0.1% | -2.9% | 0.031% | |
| 5/4/2026 | NWF Advisory Services Inc. | 6,050 | $274K | 0.0% | +3.4% | 0.007% | |
| 5/4/2026 | Y.D. More Investments Ltd | 10,540 | $473K | 0.0% | -12.5% | 0.012% | |
| 5/2/2026 | Carnegie Investment Counsel | 38,080 | $1.72M | 0.0% | -28.6% | 0.044% | |
| 5/2/2026 | SFE Investment Counsel | 14,271 | $646K | 0.1% | -2.7% | 0.016% | |
| 5/1/2026 | Kaizen Financial Strategies | 17,869 | $809K | 0.4% | +9.0% | 0.021% | |
| 5/1/2026 | Fifth Third Bancorp | 26,694 | $1.21M | 0.0% | N/A | 0.031% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 34,078 | $1.54M | 0.0% | -2.5% | 0.039% | |
| 5/1/2026 | Walled Lake Planning & Wealth Management LLC | 128,256 | $5.81M | 1.7% | -34.3% | 0.148% | |
| 4/30/2026 | Kestra Advisory Services LLC | 144,066 | $6.52M | 0.0% | +6.2% | 0.166% | |
| 4/29/2026 | Sage Rhino Capital LLC | 122,599 | $5.55M | 1.0% | -2.7% | 0.141% | |
| 4/29/2026 | Halter Ferguson Financial Inc. | 30,299 | $1.37M | 0.3% | -3.9% | 0.035% | |
| 4/29/2026 | Kiley Juergens Wealth Management LLC | 5,951 | $269K | 0.0% | N/A | 0.007% | |
| 4/28/2026 | Astoria Portfolio Advisors LLC. | 25,877 | $1.17M | 0.3% | +0.8% | 0.030% | |
| 4/28/2026 | Paller Financial Services Inc | 54,821 | $2.48M | 2.1% | -0.7% | 0.063% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 68,406 | $3.10M | 0.2% | -1.8% | 0.079% | |
| 4/27/2026 | PFG Investments LLC | 5,819 | $263K | 0.0% | N/A | 0.007% | |
| 4/27/2026 | World Investment Advisors | 13,389 | $606K | 0.0% | +20.4% | 0.015% | |
| 4/27/2026 | Lodestar Private Asset Management LLC | 5,592 | $253K | 0.0% | N/A | 0.006% | |
| 4/27/2026 | Private Advisor Group LLC | 83,979 | $3.80M | 0.0% | -0.6% | 0.097% | |
| 4/27/2026 | Optas LLC | 37,114 | $1.68M | 0.3% | +99.8% | 0.043% | |
| 4/27/2026 | Prasad Wealth Partners LLC | 331,655 | $15.01M | 4.1% | +1.8% | 0.381% | |
| 4/25/2026 | Patten Group Inc. | 65,058 | $2.95M | 0.5% | +7.9% | 0.075% | |
| 4/24/2026 | Root Financial Partners LLC | 738 | $33K | 0.0% | N/A | 0.001% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 13,989 | $633K | 0.2% | +39.4% | 0.016% | |
| 4/24/2026 | Walker Asset Management LLC | 87,368 | $3.95M | 2.1% | +5.3% | 0.100% | |
| 4/23/2026 | BXM Wealth LLC | 14,500 | $656K | 0.5% | -11.8% | 0.017% | |
| 4/23/2026 | Detalus Advisors LLC | 97,816 | $4.43M | 1.0% | -1.0% | 0.112% | |
| 4/23/2026 | Portus Wealth Advisors LLC | 52,034 | $2.36M | 2.2% | -14.3% | 0.060% | |
| 4/23/2026 | Apollon Wealth Management LLC | 14,811 | $670K | 0.0% | +5.5% | 0.017% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 180,485 | $8.17M | 0.0% | +1.4% | 0.207% | |
| 4/22/2026 | Yoder Wealth Management Inc. | 157,369 | $7.12M | 3.2% | +2.5% | 0.181% | |
| 4/20/2026 | Friedenthal Financial | 40,424 | $1.83M | 0.9% | +1.0% | 0.046% | |
| 4/20/2026 | Davis Investment Partners LLC | 1,253,783 | $56.75M | 20.0% | -3.3% | 1.439% | |
| 4/18/2026 | HHM Wealth Advisors LLC | 43,550 | $1.97M | 0.2% | -11.0% | 0.050% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 4,797 | $217K | 0.0% | N/A | 0.005% | |
| 4/15/2026 | Aventus Investment Advisors Inc. | 206,531 | $9.35M | 7.9% | -0.9% | 0.239% | |
The invention Elon called the greatest in history (Ad) Jeff Brown and Marc Chaikin - two investors who called Nvidia a decade ago - say Elon Musk's newly filed AI patent could trigger a wealth wave they're calling his biggest breakthrough yet.
They're tracking a market pattern with a 100% historical track record of major gains, and they believe it's about to collide with this invention. The last time it triggered, investors had a chance to turn $10,000 into $350,000 in roughly 12 months. See the details on Elon's AI patent and what comes next |
| 3/17/2026 | Rockefeller Capital Management L.P. | 87,053 | $3.96M | 0.0% | +1.8% | 0.100% | |
| 3/13/2026 | World Investment Advisors | 11,119 | $506K | 0.0% | +65.7% | 0.013% | |
| 3/9/2026 | Corient Private Wealth LLC | 104,221 | $4.75M | 0.0% | +4.7% | 0.120% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 18,750 | $853K | 0.7% | N/A | 0.022% | |
| 3/2/2026 | Sankala Group LLC | 2,442 | $115K | 0.1% | N/A | 0.003% | |
| 2/24/2026 | Astoria Portfolio Advisors LLC. | 25,678 | $1.18M | 0.3% | -13.4% | 0.030% | |
| 2/19/2026 | Briggs Wealth Management Inc | 11,372 | $518K | 0.6% | N/A | 0.013% | |
| 2/19/2026 | ATX Financial Planning LLC | 6,513 | $296K | 0.2% | N/A | 0.007% | |
| 2/19/2026 | Corient Private Wealth LLC | 104,105 | $4.75M | 0.0% | +4.6% | 0.120% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 153,267 | $6.98M | 0.0% | +254.1% | 0.176% | |