| 5/21/2026 | Kensington Asset Management LLC | 9,167 | $334K | 0.0% | -91.5% | 0.112% | |
| 5/19/2026 | Strait & Sound Wealth Management LLC | 122,674 | $4.47M | 1.7% | +14.7% | 1.500% | |
| 5/15/2026 | Stadion Money Management LLC | 168,172 | $6.12M | 0.6% | +5.7% | 2.056% | |
| 5/13/2026 | Cetera Investment Advisers | 67,425 | $2.45M | 0.0% | +145.5% | 0.824% | |
| 5/12/2026 | CacheTech Inc. | 226,306 | $8.24M | 1.6% | +7.3% | 2.767% | |
| 5/4/2026 | HBW Advisory Services LLC | 37,533 | $1.37M | 0.1% | +3.0% | 0.459% | |
| 5/1/2026 | Simplicity Wealth LLC | 76,504 | $2.79M | 0.2% | -1.0% | 0.935% | |
| 4/30/2026 | Kestra Advisory Services LLC | 6,700 | $244K | 0.0% | -21.4% | 0.082% | |
| 4/27/2026 | Baer Investment Advisory LLC | 24,903 | $906K | 0.1% | N/A | 0.291% | |
| 4/27/2026 | Sound Income Strategies LLC | 188,325 | $6.80M | 0.3% | +23.7% | 2.203% | |
President Trump just sparked a stock market MELT UP (Ad) The real reason Musk, Huang, Cook, and Fink just flew to Beijing
Last week, the CEOs of Nvidia, Apple, SpaceX, BlackRock, Goldman Sachs, Visa, Boeing, and more boarded Air Force One with President Trump to visit China. A U.S.-China trade deal would ignite a Melt Up in U.S. stocks, sending the market into a frenzy. Learn the exact moves one Florida millionaire says to make today – before this window closes. |
| 4/20/2026 | Kestra Private Wealth Services LLC | 34,361 | $1.25M | 0.0% | +20.3% | 0.402% | |
| 2/19/2026 | Invesco Ltd. | 158,000 | $6.01M | 0.0% | +58.0% | 1.859% | |
| 2/18/2026 | CacheTech Inc. | 210,943 | $8.02M | 1.5% | +8.0% | 2.482% | |
| 2/18/2026 | Adams Wealth Management | 204,083 | $7.76M | 1.7% | +4.5% | 2.401% | |
| 2/18/2026 | OLD Mission Capital LLC | 50,425 | $1.92M | 0.0% | N/A | 0.593% | |
| 2/17/2026 | Cetera Investment Advisers | 27,463 | $1.04M | 0.0% | -77.2% | 0.323% | |
| 2/17/2026 | Stadion Money Management LLC | 159,172 | $6.05M | 0.5% | N/A | 1.873% | |
| 2/17/2026 | &PARTNERS | 79,703 | $3.03M | 0.0% | N/A | 0.938% | |
| 2/16/2026 | Potomac Fund Management Inc. ADV | 1,264,638 | $48.09M | 1.8% | +13.7% | 14.878% | |
| 2/13/2026 | Stifel Financial Corp | 10,992 | $418K | 0.0% | +72.3% | 0.129% | |
| 2/12/2026 | Jane Street Group LLC | 198,383 | $7.54M | 0.0% | N/A | 2.334% | |
| 2/11/2026 | Deutsche Bank AG | 112,906 | $4.29M | 0.0% | +7.2% | 1.328% | |
| 2/11/2026 | Strategic Advocates LLC | 886 | $34K | 0.0% | +97.8% | 0.010% | |
| 2/11/2026 | Swan Global Investments LLC | 7,550 | $287K | 0.0% | +22.6% | 0.089% | |
| 2/6/2026 | Global Retirement Partners LLC | 3,126 | $119K | 0.0% | +33.4% | 0.037% | |
| 2/5/2026 | RiverFront Investment Group LLC | 13,176 | $501K | 0.0% | -29.2% | 0.155% | |
| 2/4/2026 | Strait & Sound Wealth Management LLC | 106,967 | $4.07M | 1.5% | +8.5% | 1.286% | |
| 1/30/2026 | State of New Jersey Common Pension Fund D | 150,000 | $5.70M | 0.0% | N/A | 2.000% | |
| 1/30/2026 | Simplicity Wealth LLC | 77,296 | $2.94M | 0.2% | +23.1% | 1.031% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 28,556 | $1.09M | 0.0% | +2.4% | 0.386% | |
| 1/23/2026 | HBW Advisory Services LLC | 36,439 | $1.39M | 0.2% | -15.2% | 0.476% | |
| 1/21/2026 | Sound Income Strategies LLC | 152,202 | $5.81M | 0.3% | +49.8% | 1.990% | |
| 1/20/2026 | Stratos Investment Management LLC | 15,043 | $572K | 0.0% | -29.7% | 0.197% | |
| 1/20/2026 | Partners Wealth Management LLC | 26,805 | $1.02M | 1.1% | +12.3% | 0.350% | |
| 1/15/2026 | Brookstone Capital Management | 134,629 | $5.12M | 0.1% | N/A | 1.760% | |
| 1/13/2026 | Synergy Asset Management LLC | 9,884 | $376K | 0.0% | N/A | 0.131% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 7,464 | $284K | 0.0% | +15.4% | 0.099% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 27,884 | $1.09M | 0.0% | +46.8% | 0.426% | |
| 11/17/2025 | CacheTech Inc. | 195,347 | $7.67M | 1.5% | -14.8% | 2.982% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 5,241 | $206K | 0.0% | N/A | 0.080% | |
Gold hit $4,500 - but these miners haven't caught up yet (Ad) $9 trillion in U.S. debt must be refinanced in 2026 - at current rates - while the largest foreign buyers of Treasuries are stepping back. That leaves the Fed with one real option: print.
Gold is already trading around $4,500, but many miners are still priced as if gold were under $2,000. Garrett Goggin, CFA and CMT, has identified four miners positioned to close that gap. See the four gold miners leveraged to this debt crisis now |
| 11/17/2025 | Flow Traders U.S. LLC | 17,873 | $702K | 0.0% | N/A | 0.273% | |
| 11/7/2025 | Swan Global Investments LLC | 6,156 | $242K | 0.0% | -19.2% | 0.094% | |
| 11/6/2025 | Ameritas Advisory Services LLC | 5,115 | $201K | 0.0% | +309.2% | 0.078% | |
| 11/6/2025 | Stratos Investment Management LLC | 21,402 | $840K | 0.0% | N/A | 0.327% | |
| 11/6/2025 | RFG Advisory LLC | 55,887 | $2.19M | 0.0% | +153.8% | 0.853% | |
| 11/5/2025 | Fullcircle Wealth LLC | 29,225 | $1.11M | 0.4% | +1.0% | 0.446% | |
| 10/30/2025 | Simplicity Wealth LLC | 62,795 | $2.47M | 0.1% | N/A | 1.098% | |
| 10/29/2025 | Partners Wealth Management LLC | 23,868 | $937K | 0.9% | -6.8% | 0.417% | |
| 10/22/2025 | WT Wealth Management | 6,482 | $254K | 0.1% | -7.7% | 0.109% | |
| 10/21/2025 | Strait & Sound Wealth Management LLC | 98,558 | $3.87M | 1.5% | +6.2% | 1.505% | |
| 10/16/2025 | HBW Advisory Services LLC | 42,946 | $1.69M | 0.2% | +17.0% | 0.664% | |
| 10/15/2025 | Independent Wealth Network Inc. | 11,514 | $452K | 0.1% | -27.4% | 0.178% | |
| 10/15/2025 | Vontobel Holding Ltd. | 20,000 | $785K | 0.0% | +25.0% | 0.316% | |
| 10/10/2025 | Sound Income Strategies LLC | 101,581 | $3.92M | 0.2% | +61.0% | 1.607% | |
| 10/9/2025 | Dynamic Advisor Solutions LLC | 6,468 | $254K | 0.0% | +8.8% | 0.102% | |
| 9/25/2025 | CacheTech Inc. | 229,325 | $8.90M | 1.6% | -3.9% | 5.460% | |
| 9/25/2025 | Adams Wealth Management | 229,325 | $8.90M | 1.7% | -3.9% | 5.460% | |
| 9/10/2025 | WT Wealth Management | 7,019 | $272K | 0.1% | +8.3% | 0.167% | |
| 8/13/2025 | Invesco Ltd. | 100,000 | $3.88M | 0.0% | N/A | 2.381% | |
| 8/12/2025 | RiverFront Investment Group LLC | 18,291 | $710K | 0.0% | -56.0% | 0.436% | |
| 8/12/2025 | Nemes Rush Group LLC | 1,387 | $54K | 0.0% | N/A | 0.033% | |
| 8/8/2025 | Cetera Investment Advisers | 114,176 | $4.43M | 0.0% | +4.5% | 2.718% | |
| 8/5/2025 | Fullcircle Wealth LLC | 28,935 | $1.11M | 0.4% | +2.1% | 0.689% | |
| 7/31/2025 | Strait & Sound Wealth Management LLC | 92,785 | $3.60M | 1.5% | +15.3% | 2.209% | |
| 7/29/2025 | Swan Global Investments LLC | 7,622 | $296K | 0.0% | -41.0% | 0.181% | |
| 7/28/2025 | RFG Advisory LLC | 22,019 | $855K | 0.0% | N/A | 0.524% | |
| 7/23/2025 | Vontobel Holding Ltd. | 16,000 | $621K | 0.0% | +23.1% | 0.381% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 1,250 | $49K | 0.0% | N/A | 0.030% | |
| 7/17/2025 | Sound Income Strategies LLC | 63,086 | $2.45M | 0.1% | +274.0% | 1.502% | |
| 7/16/2025 | Independent Wealth Network Inc. | 15,867 | $616K | 0.2% | N/A | 0.378% | |
| 7/2/2025 | HBW Advisory Services LLC | 36,711 | $1.43M | 0.2% | +40.7% | 0.941% | |
| 5/19/2025 | Jane Street Group LLC | 102,623 | $3.88M | 0.0% | N/A | 3.036% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 80,498 | $3.05M | 1.4% | +85.7% | 2.382% | |
| 5/14/2025 | Compound Planning Inc. | 92,203 | $3.49M | 0.2% | +16.2% | 2.728% | |
| 5/13/2025 | CacheTech Inc. | 238,622 | $9.03M | 1.7% | -5.7% | 7.060% | |
| 5/9/2025 | Deutsche Bank AG | 95,000 | $3.60M | 0.0% | +216.7% | 2.879% | |
| 5/7/2025 | LPL Financial LLC | 44,282 | $1.68M | 0.0% | +14.4% | 1.342% | |
| 5/6/2025 | Cetera Investment Advisers | 109,259 | $4.13M | 0.0% | N/A | 3.311% | |
| 5/6/2025 | WT Wealth Management | 6,482 | $245K | 0.1% | N/A | 0.196% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 14,950 | $566K | 0.0% | N/A | 0.453% | |
| 4/30/2025 | Fullcircle Wealth LLC | 28,350 | $1.07M | 0.4% | -34.4% | 0.859% | |
| 4/28/2025 | Vontobel Holding Ltd. | 13,000 | $492K | 0.0% | N/A | 0.394% | |
| 4/17/2025 | Sound Income Strategies LLC | 16,869 | $638K | 0.0% | +1,178.0% | 0.438% | |
| 4/17/2025 | Partners Wealth Management LLC | 25,621 | $969K | 1.1% | +5.1% | 0.665% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 5,512 | $209K | 0.0% | N/A | 0.143% | |
| 4/15/2025 | Simplicity Wealth LLC | 100,232 | $3.79M | 0.3% | N/A | 2.603% | |
| 4/9/2025 | HBW Advisory Services LLC | 26,088 | $987K | 0.1% | N/A | 0.678% | |
| 2/18/2025 | Strait & Sound Wealth Management LLC | 43,353 | $1.70M | 0.8% | +167.8% | 3.097% | |
| 2/17/2025 | Fullcircle Wealth LLC | 43,188 | $1.70M | 0.7% | +198.5% | 3.085% | |
| 2/17/2025 | Deutsche Bank AG | 30,000 | $1.18M | 0.0% | N/A | 2.143% | |
June 12: $100 Turns Into $100,000? (Ad) The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before major runs - says the window to get in early is closing fast.
Brown is showing investors how to claim a stake in Elon Musk's company before it hits the public markets. Once the IPO happens, this pre-public opportunity disappears. Click here to see how to get ahead of the SpaceX IPO |
| 2/17/2025 | Bank of America Corp DE | 1,853 | $73K | 0.0% | N/A | 0.132% | |
| 2/13/2025 | Adams Wealth Management | 253,150 | $9.91M | 1.9% | +18.7% | 18.082% | |
| 2/12/2025 | RiverFront Investment Group LLC | 36,319 | $1.42M | 0.0% | +2.3% | 2.594% | |
| 2/11/2025 | LPL Financial LLC | 38,704 | $1.52M | 0.0% | N/A | 2.765% | |
| 2/11/2025 | Swan Global Investments LLC | 14,272 | $559K | 0.0% | +22.0% | 1.019% | |
| 2/4/2025 | Partners Wealth Management LLC | 24,389 | $955K | 1.1% | N/A | 1.742% | |
| 1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,378 | $211K | 0.0% | N/A | 0.384% | |
| 1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,378 | $211K | 0.0% | N/A | 0.384% | |
| 1/21/2025 | Sound Income Strategies LLC | 1,320 | $52K | 0.0% | N/A | 0.094% | |
| 1/17/2025 | Atomi Financial Group Inc. | 79,337 | $3.11M | 0.2% | +33.8% | 5.667% | |