3/27/2025 | Milestone Asset Management Group LLC | 8,957 | $778K | 0.7% | N/A | 0.028% | |
3/24/2025 | Mascagni Wealth Management Inc. | 614 | $53K | 0.0% | N/A | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 18,244 | $1.59M | 0.0% | +1.6% | 0.058% | |
2/26/2025 | Capital A Wealth Management LLC | 382 | $33K | 0.1% | N/A | 0.001% | |
2/19/2025 | WCG Wealth Advisors LLC | 91,546 | $7.95M | 0.5% | +0.7% | 0.258% | |
2/18/2025 | Breakthru Advisory Services LLC | 2,870 | $249K | 0.2% | N/A | 0.008% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 11,862 | $1.03M | 0.1% | +56.1% | 0.033% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 18,224 | $1.58M | 0.0% | N/A | 0.051% | |
2/17/2025 | Visionary Wealth Advisors | 40,427 | $3.51M | 0.2% | +3.4% | 0.114% | |
2/17/2025 | Safeguard Investment Advisory Group LLC | 3,518 | $306K | 0.1% | -19.9% | 0.010% | |
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2/17/2025 | Snowden Capital Advisors LLC | 18,653 | $1.62M | 0.1% | -11.7% | 0.053% | |
2/17/2025 | NorthRock Partners LLC | 998,446 | $86.76M | 2.8% | +185.9% | 2.816% | |
2/17/2025 | Obsidian Personal Planning Solutions LLC | 56,167 | $5.06M | 2.4% | +9.3% | 0.158% | |
2/17/2025 | Focus Partners Wealth | 4,227 | $367K | 0.0% | N/A | 0.012% | |
2/17/2025 | Clark Capital Management Group Inc. | 169,663 | $14.74M | 0.1% | +3.4% | 0.479% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 5,894 | $512K | 0.0% | +28.7% | 0.017% | |
2/17/2025 | EP Wealth Advisors LLC | 7,711 | $670K | 0.0% | -29.6% | 0.022% | |
2/17/2025 | Cetera Investment Advisers | 77,278 | $6.72M | 0.0% | +0.5% | 0.218% | |
2/17/2025 | Captrust Financial Advisors | 21,196 | $1.84M | 0.0% | -11.2% | 0.060% | |
2/17/2025 | Cary Street Partners Financial LLC | 162,007 | $14.08M | 0.5% | N/A | 0.457% | |
2/17/2025 | Bank of America Corp DE | 250,716 | $21.79M | 0.0% | +8.3% | 0.707% | |
2/17/2025 | Benjamin Edwards Inc. | 1,184,278 | $102.90M | 1.5% | +19.3% | 3.341% | |
2/17/2025 | BNP Paribas Financial Markets | 50,000 | $4.34M | 0.0% | +4,900.0% | 0.141% | |
2/17/2025 | Ameriprise Financial Inc. | 267,331 | $23.22M | 0.0% | +9.9% | 0.754% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 64,238 | $5.58M | 0.0% | -3.3% | 0.181% | |
2/14/2025 | FAS Wealth Partners Inc. | 455,341 | $39.57M | 3.3% | -1.4% | 1.284% | |
2/14/2025 | Headland Capital LLC | 2,371 | $206K | 0.1% | N/A | 0.007% | |
2/14/2025 | Rehmann Capital Advisory Group | 261,155 | $22.68M | 1.4% | +1.8% | 0.737% | |
2/14/2025 | Comerica Bank | 23,673 | $2.06M | 0.0% | -1.0% | 0.067% | |
2/14/2025 | Northern Trust Corp | 2,311 | $201K | 0.0% | N/A | 0.007% | |
2/14/2025 | Bellwether Advisors LLC | 3,436 | $299K | 0.1% | N/A | 0.010% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 861 | $75K | 0.1% | N/A | 0.002% | |
2/14/2025 | Topsail Wealth Management LLC | 2,125 | $185K | 0.0% | N/A | 0.006% | |
2/14/2025 | MGO One Seven LLC | 14,818 | $1.29M | 0.0% | +15.4% | 0.042% | |
2/14/2025 | Susquehanna International Group LLP | 20,107 | $1.75M | 0.0% | -1.0% | 0.057% | |
2/14/2025 | IHT Wealth Management LLC | 9,603 | $834K | 0.0% | +8.2% | 0.027% | |
2/14/2025 | Stifel Financial Corp | 1,406,917 | $122.25M | 0.1% | +17.5% | 3.969% | |
2/14/2025 | TD Waterhouse Canada Inc. | 1,379 | $120K | 0.0% | N/A | 0.004% | |
2/14/2025 | MML Investors Services LLC | 42,629 | $3.70M | 0.0% | +12.6% | 0.120% | |
2/14/2025 | Freedom Investment Management Inc. | 16,712 | $1.45M | 0.1% | -0.8% | 0.047% | |
The unusual signal flashing green again (Ad) Something fascinating happened in April...
While a lot of Wall Street institutions were opening new positions in a falling stock, something different showed up on my screen.
A special set of candles had just turned green - signaling the kind of momentum surge I'd seen only a handful of times before.
What happened next?
The stock soared 45% on the underlying stock in just a few weeks and 227% for anyone who traded the options.
Naturally, there would have been smaller wins and those that would not have worked out, but this wasn't some penny stock or crypto play…
It was ARM Holdings - a major semiconductor player that had just shed 9% of its value. I’ve put together everything you need to know here. |
2/14/2025 | GeoWealth Management LLC | 9,064 | $788K | 0.0% | N/A | 0.026% | |
2/13/2025 | NewEdge Advisors LLC | 4,791 | $416K | 0.0% | +16.6% | 0.014% | |
2/13/2025 | Mariner LLC | 167,224 | $14.53M | 0.0% | +5.5% | 0.472% | |
2/13/2025 | Hudson Portfolio Management LLC | 2,686 | $233K | 0.2% | +15.2% | 0.008% | |
2/13/2025 | Advisors Capital Management LLC | 5,502 | $478K | 0.0% | +4.7% | 0.016% | |
2/13/2025 | Townsquare Capital LLC | 89,218 | $7.75M | 0.1% | +11.2% | 0.252% | |
2/13/2025 | KDK Private Wealth Management LLC | 5,766 | $501K | 0.5% | N/A | 0.016% | |
2/13/2025 | Raymond James Financial Inc. | 287,504 | $24.98M | 0.0% | N/A | 0.811% | |
2/13/2025 | Renaissance Technologies LLC | 10,600 | $921K | 0.0% | +107.8% | 0.030% | |
2/13/2025 | Bank of Montreal Can | 7,753 | $674K | 0.0% | +116.3% | 0.022% | |
2/13/2025 | Certior Financial Group LLC | 3,171 | $276K | 0.2% | N/A | 0.009% | |
2/13/2025 | Shakespeare Wealth Management LLC | 187,121 | $16.26M | 4.4% | -0.3% | 0.528% | |
2/13/2025 | Envestnet Asset Management Inc. | 622,929 | $54.13M | 0.0% | -2.6% | 1.757% | |
2/13/2025 | Perennial Investment Advisors LLC | 38,138 | $3.31M | 0.4% | -47.4% | 0.108% | |
2/13/2025 | Wells Fargo & Company MN | 369,502 | $32.11M | 0.0% | +6.2% | 1.042% | |
2/12/2025 | Arete Wealth Advisors LLC | 3,181 | $276K | 0.0% | +26.6% | 0.009% | |
2/12/2025 | World Investment Advisors | 18,351 | $1.60M | 0.0% | -0.7% | 0.052% | |
2/12/2025 | OneAscent Financial Services LLC | 4,537 | $394K | 0.0% | N/A | 0.013% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 701 | $61K | 0.0% | +86.4% | 0.002% | |
2/12/2025 | Chartist Inc. CA | 59,309 | $5.15M | 3.6% | -2.9% | 0.167% | |
2/12/2025 | Valley Forge Investment Consultants Inc. ADV | 4,751 | $413K | 0.1% | -21.2% | 0.013% | |
2/12/2025 | Orion Portfolio Solutions LLC | 17,420 | $1.51M | 0.0% | +9.3% | 0.049% | |
2/12/2025 | Blair William & Co. IL | 5,354 | $465K | 0.0% | -3.3% | 0.015% | |
2/12/2025 | Moment Partners LLC | 3,300 | $287K | 0.1% | N/A | 0.009% | |
2/12/2025 | JPMorgan Chase & Co. | 23,742 | $2.06M | 0.0% | +15.2% | 0.067% | |
2/12/2025 | Aviso Wealth Management | 2,486 | $216K | 0.1% | -8.8% | 0.007% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 1,388,327 | $120.63M | 0.3% | -3.2% | 3.916% | |
2/12/2025 | UNIVEST FINANCIAL Corp | 21,803 | $1.89M | 0.1% | +12.5% | 0.062% | |
2/12/2025 | Wambolt & Associates LLC | 13,997 | $1.22M | 0.4% | -5.3% | 0.039% | |
2/12/2025 | Florida Financial Advisors LLC | 13,323 | $1.16M | 0.5% | +32.5% | 0.038% | |
2/12/2025 | Prestige Wealth Management Group LLC | 79,042 | $6.87M | 2.1% | -1.3% | 0.223% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 44,067 | $3.83M | 0.1% | +15.0% | 0.124% | |
2/11/2025 | Heritage Wealth Management Inc. CA | 22,649 | $1.97M | 1.4% | +47.7% | 0.064% | |
2/11/2025 | Segall Bryant & Hamill LLC | 158,408 | $13.76M | 0.2% | -4.7% | 0.447% | |
2/11/2025 | LPL Financial LLC | 1,755,895 | $152.57M | 0.1% | +1.2% | 4.953% | |
2/11/2025 | Koss Olinger Consulting LLC | 55,278 | $4.80M | 0.4% | -0.3% | 0.156% | |
2/10/2025 | Evoke Wealth LLC | 2,392 | $208K | 0.0% | N/A | 0.007% | |
2/10/2025 | Harbour Investments Inc. | 4,233 | $368K | 0.0% | +10.0% | 0.012% | |
2/10/2025 | Corient Private Wealth LLC | 159,620 | $13.49M | 0.0% | -22.1% | 0.450% | |
2/10/2025 | Intrepid Financial Planning Group LLC | 4,924 | $428K | 0.2% | -4.0% | 0.014% | |
2/10/2025 | First National Trust Co | 358,973 | $31.19M | 1.2% | -1.6% | 1.013% | |
2/10/2025 | May Barnhard Investments LLC | 64,250 | $5.58M | 2.7% | N/A | 0.181% | |
2/10/2025 | Balanced Wealth Group LLC | 123,279 | $11.01M | 4.9% | +7.6% | 0.348% | |
2/10/2025 | Commonwealth Equity Services LLC | 234,922 | $20.41M | 0.0% | +121.5% | 0.663% | |
2/10/2025 | IAG Wealth Partners LLC | 19,096 | $1.66M | 0.3% | -1.4% | 0.054% | |
2/10/2025 | Avantax Advisory Services Inc. | 36,335 | $3.16M | 0.0% | +19.6% | 0.102% | |
2/10/2025 | Farther Finance Advisors LLC | 680 | $59K | 0.0% | -40.2% | 0.002% | |
2/7/2025 | PFG Advisors | 10,779 | $937K | 0.1% | -4.6% | 0.030% | |
2/7/2025 | HighTower Advisors LLC | 263,525 | $22.90M | 0.0% | +3.0% | 0.743% | |
2/7/2025 | Avantax Planning Partners Inc. | 292,163 | $25.39M | 0.9% | +7.3% | 0.824% | |
The unusual signal flashing green again (Ad) Something fascinating happened in April...
While a lot of Wall Street institutions were opening new positions in a falling stock, something different showed up on my screen.
A special set of candles had just turned green - signaling the kind of momentum surge I'd seen only a handful of times before.
What happened next?
The stock soared 45% on the underlying stock in just a few weeks and 227% for anyone who traded the options.
Naturally, there would have been smaller wins and those that would not have worked out, but this wasn't some penny stock or crypto play…
It was ARM Holdings - a major semiconductor player that had just shed 9% of its value. I’ve put together everything you need to know here. |
2/7/2025 | Investors Research Corp | 29,600 | $2.57M | 0.6% | -0.8% | 0.083% | |
2/7/2025 | Independent Advisor Alliance | 17,120 | $1.49M | 0.0% | +468.8% | 0.048% | |
2/7/2025 | Larson Financial Group LLC | 2,171 | $189K | 0.0% | -68.1% | 0.006% | |
2/7/2025 | PNC Financial Services Group Inc. | 2,869 | $249K | 0.0% | -6.5% | 0.008% | |
2/7/2025 | Acas LLC | 6,312 | $572K | 0.4% | +10.3% | 0.018% | |
2/7/2025 | Barden Capital Management Inc. | 21,685 | $1.88M | 1.6% | +5.4% | 0.061% | |
2/6/2025 | Raymond James Financial Inc. | 287,504 | $24.98M | 0.0% | N/A | 0.811% | |
2/6/2025 | M&T Bank Corp | 7,222 | $628K | 0.0% | N/A | 0.020% | |
2/6/2025 | Atria Investments Inc | 19,851 | $1.73M | 0.0% | +8.6% | 0.056% | |
2/6/2025 | Jones Financial Companies Lllp | 118,220 | $10.27M | 0.0% | +45.1% | 0.333% | |