8/1/2025 | Auto Owners Insurance Co | 52,300 | $3.80M | 0.1% | -52.2% | 0.037% | |
8/1/2025 | Austin Private Wealth LLC | 65,165 | $4.74M | 0.4% | -31.4% | 0.046% | |
8/1/2025 | May Hill Capital LLC | 17,034 | $1.24M | 0.4% | -26.4% | 0.012% | |
8/1/2025 | Bessemer Group Inc. | 96,559 | $7.02M | 0.0% | -4.1% | 0.068% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 4,067 | $296K | 0.0% | +20.3% | 0.003% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 31,626 | $2.30M | 1.2% | -1.8% | 0.022% | |
8/1/2025 | Fort Vancouver Investment Management LLC | 5,304 | $385K | 0.3% | +87.0% | 0.004% | |
8/1/2025 | Envestnet Asset Management Inc. | 590,623 | $42.93M | 0.0% | -52.3% | 0.418% | |
7/31/2025 | Wealthfront Advisers LLC | 3,504 | $255K | 0.0% | N/A | 0.002% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 62,623 | $4.55M | 0.1% | +25.3% | 0.044% | |
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7/31/2025 | Schoolcraft Capital LLC | 128,839 | $9.36M | 1.9% | -8.7% | 0.091% | |
7/31/2025 | Interchange Capital Partners LLC | 13,669 | $993K | 0.2% | -12.4% | 0.010% | |
7/31/2025 | Waldron Private Wealth LLC | 43,955 | $3.20M | 0.1% | +2.0% | 0.031% | |
7/31/2025 | BIP Wealth LLC | 33,766 | $2.45M | 0.2% | -1.4% | 0.024% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 93,744 | $6.81M | 0.1% | +11.4% | 0.066% | |
7/31/2025 | Curio Wealth LLC | 2,522 | $183K | 0.1% | +126,000.0% | 0.002% | |
7/31/2025 | Cornerstone Management Inc. | 64,905 | $4.72M | 0.8% | -2.1% | 0.046% | |
7/31/2025 | FSM Wealth Advisors LLC | 171,474 | $12.36M | 2.0% | +8.6% | 0.121% | |
7/30/2025 | First Citizens Bank & Trust Co. | 170,133 | $12.37M | 0.2% | -19.8% | 0.120% | |
7/30/2025 | Bleakley Financial Group LLC | 66,454 | $4.83M | 0.1% | -2.5% | 0.047% | |
7/30/2025 | Strategic Blueprint LLC | 10,614 | $771K | 0.0% | -4.0% | 0.008% | |
7/30/2025 | Caliber Wealth Management LLC KS | 4,592 | $334K | 0.0% | N/A | 0.003% | |
7/30/2025 | Rehmann Capital Advisory Group | 9,902 | $720K | 0.0% | +2.2% | 0.007% | |
7/30/2025 | Exencial Wealth Advisors LLC | 185,298 | $13.47M | 0.5% | -1.3% | 0.131% | |
7/30/2025 | Retirement Planning Group LLC | 10,238 | $744K | 0.0% | -5.6% | 0.007% | |
7/30/2025 | D.A. Davidson & CO. | 34,715 | $2.52M | 0.0% | +0.7% | 0.025% | |
7/30/2025 | Cullen Frost Bankers Inc. | 122,475 | $8.90M | 0.1% | +7.6% | 0.087% | |
7/30/2025 | Probity Advisors Inc. | 33,785 | $2.46M | 0.4% | +1.8% | 0.024% | |
7/30/2025 | Klingman & Associates LLC | 162,668 | $11.82M | 0.7% | -4.3% | 0.115% | |
7/30/2025 | Crewe Advisors LLC | 33,160 | $2.41M | 0.3% | -1.6% | 0.023% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 649,117 | $47.18M | 1.0% | -5.9% | 0.460% | |
7/29/2025 | Disciplined Investments LLC | 43,680 | $3.18M | 1.3% | -2.0% | 0.031% | |
7/29/2025 | Financial Synergies Wealth Advisors Inc. | 9,157 | $666K | 0.1% | +1.5% | 0.006% | |
7/29/2025 | Goldstein Advisors LLC | 70,611 | $5.13M | 0.7% | -1.9% | 0.050% | |
7/29/2025 | Gladwyn Financial Advisors Inc. | 7,579 | $551K | 0.4% | N/A | 0.005% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 7,807 | $567K | 0.0% | +4.3% | 0.006% | |
7/29/2025 | Monument Group Wealth Advisors LLC | 18,226 | $1.33M | 0.8% | -5.3% | 0.013% | |
7/29/2025 | Ifrah Financial Services Inc. | 120,585 | $8.76M | 2.4% | -1.6% | 0.085% | |
7/29/2025 | Aspiriant LLC | 58,150 | $4.23M | 0.1% | +1.6% | 0.041% | |
7/29/2025 | Stratos Wealth Partners LTD. | 4,446 | $323K | 0.0% | +6.8% | 0.003% | |
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. |
7/29/2025 | Harbor Asset Planning Inc. | 738 | $54K | 0.1% | N/A | 0.001% | |
7/29/2025 | Latitude Advisors LLC | 5,078 | $369K | 0.2% | -3.7% | 0.004% | |
7/29/2025 | Sincerus Advisory LLC | 25,520 | $1.90M | 1.8% | +10.5% | 0.018% | |
7/29/2025 | Creekside Partners | 42,888 | $3.12M | 1.5% | +1.0% | 0.030% | |
7/28/2025 | Morris Financial Concepts Inc. | 23,940 | $1.74M | 0.7% | -13.7% | 0.017% | |
7/28/2025 | IFG Advisors LLC | 90,915 | $6.61M | 1.1% | +13.0% | 0.064% | |
7/28/2025 | Mutual Advisors LLC | 7,830 | $583K | 0.0% | -34.4% | 0.006% | |
7/28/2025 | Ritholtz Wealth Management | 79,372 | $5.77M | 0.1% | +1,344.2% | 0.056% | |
7/28/2025 | DORVAL Corp | 130,723 | $9.50M | 3.4% | +3.4% | 0.093% | |
7/28/2025 | Sterling Financial Planning Inc. | 19,422 | $1.41M | 0.5% | -6.5% | 0.014% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 655,882 | $47.67M | 0.8% | +12.5% | 0.465% | |
7/28/2025 | Elmwood Wealth Management Inc. | 30,979 | $2.25M | 0.9% | -2.2% | 0.022% | |
7/25/2025 | NorthRock Partners LLC | 896 | $65K | 0.0% | -43.7% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 11,324 | $823K | 0.0% | +1.4% | 0.008% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 170,471 | $12.39M | 0.0% | -38.3% | 0.121% | |
7/25/2025 | Endowment Wealth Management Inc. | 27,429 | $1.99M | 1.0% | -2.3% | 0.020% | |
7/25/2025 | Wealth Architects LLC | 188,476 | $13.70M | 1.4% | +2.1% | 0.134% | |
7/25/2025 | Courage Miller Partners LLC | 6,599 | $480K | 0.2% | +2.2% | 0.005% | |
7/25/2025 | Presilium Private Wealth LLC | 5,910 | $430K | 0.1% | -43.0% | 0.004% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 183,359 | $13.32M | 0.0% | +99.6% | 0.131% | |
7/25/2025 | Ellis Investment Partners LLC | 3,028 | $220K | 0.0% | N/A | 0.002% | |
7/25/2025 | Index Fund Advisors Inc. | 7,373 | $536K | 0.0% | -12.1% | 0.005% | |
7/25/2025 | CWM LLC | 5,759 | $419K | 0.0% | -10.8% | 0.004% | |
7/25/2025 | Johnson Investment Counsel Inc. | 9,068 | $659K | 0.0% | +8.6% | 0.006% | |
7/25/2025 | GFS Advisors LLC | 13,272 | $965K | 0.1% | -7.5% | 0.009% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 21,734 | $1.58M | 0.1% | -21.7% | 0.015% | |
7/25/2025 | PrairieView Partners LLC | 36,097 | $2.62M | 0.3% | +3.9% | 0.026% | |
7/24/2025 | KFA Private Wealth Group LLC | 4,666 | $339K | 0.1% | +3.0% | 0.003% | |
7/24/2025 | Williams & Novak LLC | 9,226 | $671K | 0.6% | -13.3% | 0.007% | |
7/24/2025 | rebel Financial LLC | 49,105 | $3.57M | 1.6% | N/A | 0.035% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 5,440 | $395K | 0.0% | N/A | 0.004% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 5,340 | $388K | 0.0% | -10.1% | 0.004% | |
7/24/2025 | Horizon Bancorp Inc. IN | 1,476 | $107K | 0.1% | -8.5% | 0.001% | |
7/24/2025 | Blair William & Co. IL | 25,012 | $1.82M | 0.0% | +1.7% | 0.018% | |
7/24/2025 | Capital Advisors Ltd. LLC | 2,080 | $151K | 0.0% | +60.6% | 0.001% | |
7/24/2025 | MFA Wealth Services | 3,773 | $274K | 0.2% | N/A | 0.003% | |
7/24/2025 | MSH Capital Advisors LLC | 64,391 | $4.68M | 1.3% | -1.2% | 0.046% | |
7/24/2025 | Copperwynd Financial LLC | 124,832 | $9.07M | 2.3% | N/A | 0.089% | |
7/24/2025 | US Bancorp DE | 95,411 | $6.94M | 0.0% | +0.5% | 0.068% | |
7/23/2025 | Armstrong Fleming & Moore Inc | 3,760 | $273K | 0.1% | N/A | 0.003% | |
7/23/2025 | Columbus Macro LLC | 4,087 | $297K | 0.0% | -5.6% | 0.003% | |
7/23/2025 | Eagle Strategies LLC | 36,300 | $2.64M | 0.4% | +3.6% | 0.026% | |
7/23/2025 | Dohj LLC | 22,777 | $1.66M | 0.4% | -4.1% | 0.016% | |
7/23/2025 | Morton Capital Management LLC CA | 7,666 | $557K | 0.1% | +3.5% | 0.005% | |
7/23/2025 | Bear Mountain Capital Inc. | 319,966 | $23.24M | 8.3% | +1.2% | 0.227% | |
7/23/2025 | NBT Bank N A NY | 52,149 | $3.79M | 0.3% | -1.9% | 0.037% | |
7/23/2025 | Sax Wealth Advisors LLC | 16,073 | $1.17M | 0.1% | -5.7% | 0.011% | |
7/23/2025 | DMC Group LLC | 4,102 | $298K | 0.2% | N/A | 0.003% | |
7/23/2025 | Foundation Wealth Management LLC | 26,991 | $1.96M | 1.4% | -15.6% | 0.019% | |
7/22/2025 | Belpointe Asset Management LLC | 8,112 | $590K | 0.0% | +93.3% | 0.006% | |
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. |
7/22/2025 | MAS Advisors LLC | 3,082 | $224K | 0.4% | N/A | 0.002% | |
7/22/2025 | Valeo Financial Advisors LLC | 6,198 | $450K | 0.0% | +17.7% | 0.004% | |
7/22/2025 | DAVENPORT & Co LLC | 28,144 | $2.05M | 0.0% | -1.7% | 0.020% | |
7/22/2025 | Simplicity Wealth LLC | 13,930 | $1.01M | 0.0% | +85.7% | 0.010% | |
7/22/2025 | Wealthcare Capital Partners LLC | 11,432 | $831K | 0.4% | -2.1% | 0.008% | |
7/22/2025 | Wealthcare Capital Management LLC | 16,058 | $1.17M | 0.1% | -8.8% | 0.011% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 395,017 | $28.71M | 0.7% | +16.1% | 0.280% | |
7/22/2025 | Berger Financial Group Inc | 3,031 | $220K | 0.0% | N/A | 0.002% | |
7/22/2025 | Noble Family Wealth LLC | 34,827 | $2.53M | 0.6% | -3.6% | 0.025% | |
7/22/2025 | Checchi Capital Advisers LLC | 192,812 | $14.01M | 0.8% | -4.2% | 0.137% | |