| 8/1/2025 | First National Trust Co | 347,143 | $30.16M | 1.1% | +4.7% | 1.335% | |
| 8/1/2025 | Wealth Watch Advisors INC | 28,525 | $2.48M | 1.4% | N/A | 0.110% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 46,708 | $4.06M | 0.3% | -15.1% | 0.180% | |
| 8/1/2025 | American Financial & Tax Strategies Inc. | 18,096 | $1.57M | 0.8% | -6.0% | 0.070% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 455,592 | $39.58M | 0.0% | -40.8% | 1.752% | |
| 7/31/2025 | Resonant Capital Advisors LLC | 6,330 | $550K | 0.0% | N/A | 0.024% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 10,783 | $937K | 0.0% | -32.0% | 0.041% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 9,388 | $816K | 0.1% | -22.5% | 0.036% | |
| 7/31/2025 | CAP Partners LLC | 3,930 | $341K | 0.2% | -16.6% | 0.015% | |
| 7/31/2025 | Briaud Financial Planning Inc | 873 | $75K | 0.0% | N/A | 0.003% | |
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| 7/30/2025 | Freedom Investment Management Inc. | 14,618 | $1.27M | 0.1% | +3.0% | 0.056% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 316,642 | $27.51M | 1.7% | +9.5% | 1.218% | |
| 7/30/2025 | Parcion Private Wealth LLC | 12,258 | $1.07M | 0.1% | -94.0% | 0.047% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 3,468 | $301K | 0.0% | -33.1% | 0.013% | |
| 7/30/2025 | Brookstone Capital Management | 25,431 | $2.21M | 0.0% | +1.2% | 0.098% | |
| 7/30/2025 | Wallace Advisory Group LLC | 3,438 | $273K | 0.2% | -3.3% | 0.013% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 49,932 | $4.34M | 0.4% | -1.3% | 0.192% | |
| 7/30/2025 | Klingman & Associates LLC | 327,619 | $28.46M | 1.6% | +8.2% | 1.260% | |
| 7/30/2025 | Drive Wealth Management LLC | 4,220 | $367K | 0.1% | +3.5% | 0.016% | |
| 7/29/2025 | Salomon & Ludwin LLC | 17,197 | $1.52M | 0.1% | +11.2% | 0.066% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 62,758 | $5.63M | 0.2% | +11.5% | 0.241% | |
| 7/29/2025 | International Assets Investment Management LLC | 2,368 | $206K | 0.0% | N/A | 0.009% | |
| 7/29/2025 | Goldstein Advisors LLC | 3,060 | $266K | 0.0% | +15.9% | 0.012% | |
| 7/29/2025 | Swmg LLC | 6,802 | $613K | 0.2% | +79.9% | 0.026% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 35,144 | $3.05M | 0.1% | +2.1% | 0.135% | |
| 7/29/2025 | May Barnhard Investments LLC | 61,327 | $5.33M | 2.5% | -2.3% | 0.236% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 32,207 | $2.80M | 0.2% | -3.8% | 0.124% | |
| 7/29/2025 | Rodgers & Associates LTD | 194,199 | $16.87M | 1.9% | -0.3% | 0.747% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 69,103 | $6.00M | 0.1% | +10.1% | 0.266% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 4,495 | $391K | 0.0% | +2.8% | 0.017% | |
| 7/29/2025 | Private Trust Co. NA | 2,105 | $183K | 0.0% | -21.7% | 0.008% | |
| 7/28/2025 | WealthPLAN Partners LLC | 5,515 | $479K | 0.1% | -4.9% | 0.021% | |
| 7/28/2025 | SFG Wealth Management LLC. | 136,654 | $11.87M | 7.2% | +4.4% | 0.526% | |
| 7/28/2025 | Heritage Wealth Management Inc. CA | 25,541 | $2.22M | 1.5% | +6.5% | 0.098% | |
| 7/25/2025 | NorthRock Partners LLC | 1,069,712 | $92.93M | 2.4% | +4.7% | 4.114% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 13,713 | $1.19M | 0.0% | -5.7% | 0.053% | |
| 7/25/2025 | Courage Miller Partners LLC | 31,796 | $2.76M | 0.9% | +6.7% | 0.122% | |
| 7/25/2025 | MGO One Seven LLC | 12,924 | $1.12M | 0.0% | -8.5% | 0.050% | |
| 7/25/2025 | Bill Few Associates Inc. | 29,689 | $2.58M | 0.7% | +141.3% | 0.114% | |
| 7/25/2025 | CWM LLC | 35,261 | $3.06M | 0.0% | +9.8% | 0.136% | |
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| 7/24/2025 | JNBA Financial Advisors | 103,453 | $8.99M | 0.9% | -7.4% | 0.398% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 8,151 | $708K | 0.0% | -4.3% | 0.031% | |
| 7/24/2025 | Stonebridge Financial Group LLC | 5,694 | $495K | 0.0% | -3.9% | 0.022% | |
| 7/24/2025 | IFP Advisors Inc | 10,229 | $889K | 0.0% | +139.5% | 0.039% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 17,000 | $1.48M | 0.1% | N/A | 0.065% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 3,418 | $297K | 0.0% | -30.4% | 0.013% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 33,915 | $2.95M | 0.2% | +5.3% | 0.130% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 2,813 | $244K | 0.0% | -80.2% | 0.011% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 2,399 | $208K | 0.0% | N/A | 0.009% | |
| 7/22/2025 | Sage Financial Group Inc. | 18,459 | $1.60M | 0.1% | -2.0% | 0.071% | |
| 7/22/2025 | Keudell Morrison Wealth Management | 2,841 | $247K | 0.1% | -19.0% | 0.011% | |
| 7/22/2025 | Integrated Capital Management LLC | 103,562 | $9.09M | 4.4% | +5.5% | 0.398% | |
| 7/22/2025 | Diligent Investors LLC | 65,734 | $5.71M | 1.4% | -7.3% | 0.253% | |
| 7/22/2025 | Apexium Financial LP | 9,587 | $833K | 0.0% | -19.8% | 0.037% | |
| 7/21/2025 | Montz Harcus Wealth Management LLC | 3,472 | $302K | 0.1% | +10.6% | 0.013% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,621 | $401K | 0.0% | -7.6% | 0.018% | |
| 7/18/2025 | Pure Financial Advisors LLC | 11,935 | $1.04M | 0.0% | -6.6% | 0.046% | |
| 7/18/2025 | GEN Financial Management INC. | 21,043 | $1.83M | 1.5% | +474.9% | 0.081% | |
| 7/18/2025 | First Pacific Financial | 4,897 | $425K | 0.1% | -15.1% | 0.019% | |
| 7/18/2025 | Truist Financial Corp | 150,017 | $13.03M | 0.0% | +1.1% | 0.577% | |
| 7/17/2025 | Centennial Wealth Advisory LLC | 18,853 | $1.64M | 0.5% | +30.7% | 0.072% | |
| 7/17/2025 | LexAurum Advisors LLC | 9,111 | $792K | 0.1% | +38.9% | 0.035% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 5,176 | $450K | 0.0% | -7.4% | 0.020% | |
| 7/17/2025 | Smith Anglin Financial LLC | 15,162 | $1.32M | 0.1% | -10.0% | 0.058% | |
| 7/17/2025 | Fifth Third Securities Inc. | 3,664 | $318K | 0.0% | +40.9% | 0.014% | |
| 7/17/2025 | ERn Financial LLC | 96,785 | $8.41M | 1.8% | -8.6% | 0.372% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 5,355 | $465K | 0.0% | -4.7% | 0.021% | |
| 7/17/2025 | XY Planning Network Inc. | 8,983 | $780K | 0.3% | N/A | 0.034% | |
| 7/17/2025 | KWB Wealth | 151,785 | $12.06M | 1.4% | -4.3% | 0.583% | |
| 7/16/2025 | Embree Financial Group | 2,402 | $209K | 0.0% | -11.1% | 0.009% | |
| 7/16/2025 | Motive Wealth Advisors | 4,354 | $378K | 0.2% | +56.8% | 0.017% | |
| 7/15/2025 | McAdam LLC | 187,998 | $16.33M | 0.9% | -2.6% | 0.722% | |
| 7/15/2025 | Signet Financial Management LLC | 120,659 | $10.48M | 1.3% | -7.9% | 0.463% | |
| 7/15/2025 | Total Wealth Planning LLC | 53,914 | $4.68M | 0.6% | -0.5% | 0.207% | |
| 7/15/2025 | Pine Haven Investment Counsel Inc | 2,975 | $258K | 0.2% | N/A | 0.011% | |
| 7/15/2025 | Norden Group LLC | 5,191 | $451K | 0.0% | +36.9% | 0.020% | |
| 7/15/2025 | RTD Financial Advisors Inc. | 3,135 | $272K | 0.0% | -11.4% | 0.012% | |
| 7/15/2025 | GSB Wealth Management LLC | 6,123 | $532K | 0.1% | -18.0% | 0.024% | |
| 7/14/2025 | Occidental Asset Management LLC | 30,993 | $2.69M | 0.4% | +5.6% | 0.119% | |
| 7/14/2025 | Brady Martz Wealth Solutions LLC | 8,782 | $763K | 0.1% | -33.2% | 0.034% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 30,860 | $2.68M | 0.1% | +26.5% | 0.118% | |
| 7/14/2025 | Flagstar Advisors Inc. | 6,188 | $538K | 0.1% | +11.6% | 0.024% | |
| 7/11/2025 | Farther Finance Advisors LLC | 10,108 | $878K | 0.0% | -36.3% | 0.039% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 32,411 | $2.82M | 0.0% | N/A | 0.124% | |
| 7/10/2025 | YHB Investment Advisors Inc. | 12,786 | $1.11M | 0.1% | +4.5% | 0.049% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 42,444 | $3.69M | 0.5% | N/A | 0.163% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,017 | $1.60M | 0.0% | -6.2% | 0.069% | |
| 7/10/2025 | Signal Advisors Wealth LLC | 6,724 | $584K | 0.0% | N/A | 0.026% | |
| 7/10/2025 | Focus Financial Network Inc. | 7,778 | $676K | 0.0% | -13.2% | 0.030% | |
| 7/9/2025 | Tounjian Advisory Partners LLC | 8,604 | $684K | 0.1% | -3.6% | 0.033% | |
This rock I’m holding could be worth trillions (Ad) A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materials critical for AI chips, EV batteries, smartphones, and advanced weapons systems.
While few people know about these metals, global powers—including the U.S., China, and Russia—are racing to secure them. And one tiny public company, recently backed by the U.S. government, holds mining rights to over 340 million tons… and near-monopoly access to the richest zone. See the name and ticker behind America’s $16 trillion resource push. |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 8,837 | $768K | 0.1% | +15.7% | 0.034% | |
| 7/8/2025 | Goldstone Financial Group LLC | 74,658 | $6.62M | 0.9% | +1.4% | 0.287% | |
| 7/7/2025 | Somerset Trust Co | 2,309 | $201K | 0.1% | N/A | 0.009% | |
| 7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 853 | $74K | 0.0% | +80.7% | 0.003% | |
| 7/2/2025 | Michael S. Ryan Inc. | 78,602 | $6.83M | 4.3% | +62.2% | 0.302% | |
| 7/2/2025 | Waller Financial Planning Group Inc. | 50,848 | $4.42M | 1.1% | +21.8% | 0.196% | |
| 7/1/2025 | Confluence Investment Management LLC | 207,668 | $18.04M | 0.3% | -53.0% | 0.799% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 46,302 | $3.68M | 0.0% | +6.7% | 0.178% | |
| 6/10/2025 | Compass Financial Services Inc | 718 | $57K | 0.0% | N/A | 0.003% | |
| 6/3/2025 | CBIZ Investment Advisory Services LLC | 6,203 | $493K | 0.0% | N/A | 0.024% | |
