| 5/19/2026 | Bank of America Corp DE | 214,622 | $1.91M | 0.0% | +9.4% | 1.373% | |
| 5/14/2026 | Sei Investments Co. | 50,148 | $446K | 0.0% | +26.8% | 0.321% | |
| 5/1/2026 | Fifth Third Bancorp | 4,954 | $44K | 0.0% | N/A | 0.032% | |
| 4/27/2026 | Sound Income Strategies LLC | 503,122 | $4.46M | 0.2% | -4.9% | 3.651% | |
| 2/17/2026 | Cetera Investment Advisers | 18,543 | $173K | 0.0% | -73.7% | 0.119% | |
| 2/17/2026 | Osaic Holdings Inc. | 21,897 | $204K | 0.0% | +111.4% | 0.140% | |
| 2/17/2026 | Advisory Services Network LLC | 27,567 | $257K | 0.0% | +55.9% | 0.177% | |
| 2/17/2026 | Royal Bank of Canada | 5,733 | $53K | 0.0% | -51.8% | 0.037% | |
| 2/13/2026 | Wells Fargo & Company MN | 126,949 | $1.18M | 0.0% | -14.9% | 0.814% | |
| 2/12/2026 | Jane Street Group LLC | 17,244 | $161K | 0.0% | N/A | 0.111% | |
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| 2/11/2026 | LPL Financial LLC | 642,722 | $5.99M | 0.0% | +1.2% | 4.123% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 26,064 | $243K | 0.0% | -6.4% | 0.167% | |
| 2/9/2026 | Cary Street Partners Financial LLC | 19,017 | $177K | 0.0% | N/A | 0.122% | |
| 2/9/2026 | Harbour Investments Inc. | 6,461 | $60K | 0.0% | +67.8% | 0.041% | |
| 2/6/2026 | Global Retirement Partners LLC | 65,900 | $614K | 0.0% | +88.8% | 0.423% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 18,089 | $169K | 0.0% | +9.7% | 0.116% | |
| 1/21/2026 | Sound Income Strategies LLC | 528,892 | $5.05M | 0.2% | -5.5% | 3.781% | |
| 1/16/2026 | Perigon Wealth Management LLC | 116,351 | $1.08M | 0.0% | -1.4% | 0.832% | |
| 11/17/2025 | Susquehanna International Group LLP | 12,171 | $112K | 0.0% | -76.5% | 0.084% | |
| 11/17/2025 | Citadel Advisors LLC | 39,026 | $361K | 0.0% | N/A | 0.269% | |
| 11/17/2025 | Bank of America Corp DE | 205,384 | $1.90M | 0.0% | -1.5% | 1.414% | |
| 11/17/2025 | Ameriprise Financial Inc. | 14,752 | $136K | 0.0% | N/A | 0.102% | |
| 11/14/2025 | Raymond James Financial Inc. | 110,473 | $1.02M | 0.0% | +28.5% | 0.761% | |
| 11/13/2025 | Sei Investments Co. | 34,728 | $321K | 0.0% | +43.6% | 0.239% | |
| 11/13/2025 | UBS Group AG | 168,282 | $1.56M | 0.0% | +1.1% | 1.159% | |
| 11/6/2025 | Whipplewood Advisors LLC | 25,552 | $236K | 0.2% | +5.7% | 0.176% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 168,443 | $1.56M | 0.0% | +1.2% | 1.160% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 27,854 | $257K | 0.0% | +7.5% | 0.192% | |
| 11/3/2025 | AE Wealth Management LLC | 60,373 | $558K | 0.0% | +20.7% | 0.416% | |
| 10/21/2025 | Global Retirement Partners LLC | 34,900 | $322K | 0.0% | +9.3% | 0.240% | |
| 10/17/2025 | Perigon Wealth Management LLC | 118,027 | $1.09M | 0.0% | +3.9% | 0.811% | |
| 10/10/2025 | Sound Income Strategies LLC | 559,475 | $5.20M | 0.3% | -6.4% | 3.845% | |
| 9/4/2025 | Osaic Holdings Inc. | 4,862 | $44K | 0.0% | -35.1% | 0.032% | |
| 8/14/2025 | Raymond James Financial Inc. | 85,999 | $771K | 0.0% | +7.6% | 0.572% | |
| 8/14/2025 | Sei Investments Co. | 24,180 | $217K | 0.0% | +20.6% | 0.161% | |
| 8/12/2025 | Global Retirement Partners LLC | 31,926 | $286K | 0.0% | N/A | 0.212% | |
| 8/8/2025 | Cetera Investment Advisers | 71,050 | $637K | 0.0% | -1.6% | 0.480% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 25,919 | $232K | 0.0% | N/A | 0.175% | |
| 8/7/2025 | Allworth Financial LP | 2,840 | $25K | 0.0% | N/A | 0.019% | |
| 8/6/2025 | AE Wealth Management LLC | 50,036 | $449K | 0.0% | +15.3% | 0.338% | |
Trump's gold order: the announcement they won't put on the front page (Ad) On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade.
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| 8/1/2025 | Envestnet Asset Management Inc. | 166,511 | $1.49M | 0.0% | -2.1% | 1.126% | |
| 7/31/2025 | Whipplewood Advisors LLC | 24,177 | $217K | 0.1% | +805,800.0% | 0.163% | |
| 7/17/2025 | Sound Income Strategies LLC | 597,841 | $5.36M | 0.3% | -1.0% | 4.042% | |
| 7/16/2025 | Perigon Wealth Management LLC | 113,546 | $1.02M | 0.0% | -1.1% | 0.768% | |
| 5/19/2025 | Jane Street Group LLC | 98,465 | $883K | 0.0% | +45.8% | 0.659% | |
| 5/14/2025 | Comerica Bank | 4,954 | $44K | 0.0% | -62.0% | 0.033% | |
| 5/13/2025 | Sei Investments Co. | 20,057 | $180K | 0.0% | +14.6% | 0.134% | |
| 5/7/2025 | LPL Financial LLC | 699,713 | $6.27M | 0.0% | -4.5% | 4.634% | |
| 5/6/2025 | Cetera Investment Advisers | 72,237 | $648K | 0.0% | +2.5% | 0.478% | |
| 5/6/2025 | AE Wealth Management LLC | 43,382 | $389K | 0.0% | +29.0% | 0.287% | |
| 4/28/2025 | Mountain Capital Investment Advisors Inc. | 12,711 | $111K | 0.0% | N/A | 0.084% | |
| 4/23/2025 | Perigon Wealth Management LLC | 114,774 | $1.03M | 0.0% | +1.1% | 0.760% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 28,959 | $260K | 0.0% | -14.6% | 0.192% | |
| 4/17/2025 | Sound Income Strategies LLC | 604,183 | $5.42M | 0.3% | +8.8% | 4.001% | |
| 2/17/2025 | Cetera Investment Advisers | 70,487 | $653K | 0.0% | -3.5% | 0.425% | |
| 2/14/2025 | Jane Street Group LLC | 67,543 | $625K | 0.0% | +12.2% | 0.407% | |
| 2/13/2025 | Raymond James Financial Inc. | 74,153 | $687K | 0.0% | N/A | 0.447% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 169,135 | $1.57M | 0.0% | -5.3% | 1.020% | |
| 2/13/2025 | Wells Fargo & Company MN | 120,497 | $1.12M | 0.0% | -17.8% | 0.727% | |
| 2/11/2025 | LPL Financial LLC | 732,821 | $6.79M | 0.0% | -3.6% | 4.420% | |
| 2/11/2025 | Sei Investments Co. | 17,498 | $162K | 0.0% | N/A | 0.106% | |
| 2/6/2025 | Raymond James Financial Inc. | 74,153 | $687K | 0.0% | N/A | 0.447% | |
| 2/5/2025 | Whipplewood Advisors LLC | 24,315 | $225K | 0.1% | N/A | 0.147% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 36,053 | $334K | 0.0% | N/A | 0.217% | |
| 1/28/2025 | Strategic Financial Concepts LLC | 36,053 | $334K | 0.0% | N/A | 0.217% | |
| 1/22/2025 | Perigon Wealth Management LLC | 113,503 | $1.07M | 0.0% | +1.7% | 0.685% | |
| 1/21/2025 | Sound Income Strategies LLC | 555,319 | $5.14M | 0.3% | +3.5% | 3.349% | |
| 1/17/2025 | Mutual Advisors LLC | 16,550 | $155K | 0.0% | -11.3% | 0.100% | |
| 11/15/2024 | MCIA Inc | 12,228 | $119K | 0.0% | +10.6% | 0.074% | |
| 11/15/2024 | Jane Street Group LLC | 60,199 | $587K | 0.0% | +7.1% | 0.363% | |
| 10/16/2024 | Cornerstone Wealth Management LLC | 13,212 | $129K | 0.0% | +18.8% | 0.080% | |
| 10/10/2024 | Sound Income Strategies LLC | 536,520 | $5.23M | 0.3% | +4.4% | 3.236% | |
| 8/13/2024 | AE Wealth Management LLC | 27,038 | $249K | 0.0% | -4.8% | 0.163% | |
| 7/23/2024 | MeadowBrook Investment Advisors LLC | 5,245 | $48K | 0.0% | -67.1% | 0.032% | |
| 7/12/2024 | Sound Income Strategies LLC | 513,764 | $4.73M | 0.3% | +8.1% | 3.099% | |
| 4/15/2024 | Sound Income Strategies LLC | 475,352 | $4.50M | 0.3% | +12.2% | 2.791% | |
| 4/11/2024 | MCIA Inc | 11,046 | $103K | 0.0% | N/A | 0.052% | |
| 2/9/2024 | Advisory Services Network LLC | 116,148 | $1.06M | 0.0% | +1.5% | 0.552% | |
| 2/9/2024 | D.A. Davidson & CO. | 54,363 | $494K | 0.0% | +9.1% | 0.258% | |
| 2/6/2024 | MeadowBrook Investment Advisors LLC | 15,945 | $145K | 0.1% | N/A | 0.076% | |
| 1/29/2024 | Ellis Investment Partners LLC | 31,850 | $289K | 0.1% | +7.1% | 0.151% | |
| 1/24/2024 | International Assets Investment Management LLC | 20,884 | $190K | 0.0% | N/A | 0.099% | |
| 1/18/2024 | Gradient Investments LLC | 3,653 | $33K | 0.0% | +99.1% | 0.017% | |
| 1/16/2024 | Raymond James & Associates | 40,520 | $368K | 0.0% | +72.9% | 0.192% | |
| 1/10/2024 | Sound Income Strategies LLC | 423,547 | $3.85M | 0.3% | +6.5% | 2.011% | |
| 11/13/2023 | LPL Financial LLC | 772,137 | $6.78M | 0.0% | +2.7% | 3.666% | |
| 11/8/2023 | HighTower Advisors LLC | 104,127 | $914K | 0.0% | +10.5% | 0.494% | |
| 11/8/2023 | D.A. Davidson & CO. | 49,840 | $438K | 0.0% | +20.5% | 0.237% | |
| 10/27/2023 | Hennion & Walsh Asset Management Inc. | 299,276 | $2.63M | 0.2% | +8.8% | 1.421% | |
| 10/24/2023 | Raymond James & Associates | 23,438 | $206K | 0.0% | +20.6% | 0.111% | |
The roadshow starts Monday. This stock isn't ready. (Ad) The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the world's largest fund managers - including a section naming one small company Musk's Colossus cannot operate without.
Right now, most fund managers have never heard of it. By Friday, every one of them will. Dylan Jovine has identified the name and ticker before $75 billion in new capital starts chasing the SpaceX supply chain. Get the stock name and ticker before the roadshow begins |
| 10/24/2023 | Pinnacle Associates Ltd. | 13,928 | $122K | 0.0% | -12.6% | 0.066% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 35,488 | $312K | 0.0% | -4.6% | 0.169% | |
| 10/13/2023 | PFG Advisors | 11,567 | $102K | 0.0% | -53.1% | 0.055% | |
| 10/13/2023 | Global Retirement Partners LLC | 22,930 | $193K | 0.0% | +43.9% | 0.109% | |
| 10/12/2023 | Sound Income Strategies LLC | 397,745 | $3.49M | 0.3% | +7.7% | 1.889% | |
| 10/5/2023 | IVC Wealth Advisors LLC | 10,450 | $92K | 0.1% | -54.4% | 0.050% | |
| 8/10/2023 | Cetera Investment Advisers | 69,427 | $628K | 0.0% | +4.8% | 0.330% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 215,530 | $1.95M | 0.0% | +57.1% | 1.023% | |
| 7/31/2023 | LPL Financial LLC | 752,061 | $6.80M | 0.0% | -1.0% | 3.571% | |
| 7/27/2023 | Pinnacle Associates Ltd. | 15,928 | $144K | 0.0% | -61.7% | 0.075% | |