5/17/2024 | Comerica Bank | 21,526 | $1.44M | 0.0% | -49.5% | 0.020% | |
5/14/2024 | Cadence Bank | 3,147 | $210K | 0.0% | -10.9% | 0.003% | |
5/14/2024 | Lake Street Advisors Group LLC | 25,743 | $1.72M | 0.1% | N/A | 0.024% | |
5/13/2024 | Bessemer Group Inc. | 4,063 | $271K | 0.0% | +23,800.0% | 0.004% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 3,370 | $225K | 0.0% | +8.0% | 0.003% | |
5/11/2024 | ESL Trust Services LLC | 901 | $60K | 0.0% | N/A | 0.001% | |
|
5/10/2024 | JPMorgan Chase & Co. | 80,164,588 | $5.36B | 0.5% | +2.5% | 74.055% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 60,805 | $4.06M | 0.3% | +1.8% | 0.056% | |
5/9/2024 | Blair William & Co. IL | 14,526 | $970K | 0.0% | +2.8% | 0.013% | |
5/8/2024 | US Bancorp DE | 5,203 | $348K | 0.0% | +126.8% | 0.005% | |
5/7/2024 | Wealthspire Advisors LLC | 7,749 | $518K | 0.0% | -8.1% | 0.007% | |
5/6/2024 | Custos Family Office LLC | 5,053 | $338K | 0.2% | -6.2% | 0.005% | |
5/4/2024 | Richardson Financial Services Inc. | 7,116 | $475K | 0.3% | -7.7% | 0.007% | |
5/3/2024 | Avidian Wealth Solutions LLC | 8,329 | $556K | 0.0% | -95.0% | 0.008% | |
5/2/2024 | RiverFront Investment Group LLC | 429,824 | $28.72M | 0.8% | +10.8% | 0.397% | |
5/1/2024 | Janney Montgomery Scott LLC | 86,954 | $5.81M | 0.0% | -0.6% | 0.082% | |
5/1/2024 | Source Financial Advisors LLC | 6,242 | $417K | 0.1% | -42.9% | 0.006% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 433,420 | $28.96M | 0.1% | +220.7% | 0.407% | |
4/24/2024 | Private Trust Co. NA | 9,854 | $658K | 0.1% | -11.8% | 0.009% | |
4/23/2024 | Fifth Third Bancorp | 844 | $56K | 0.0% | -54.4% | 0.001% | |
4/23/2024 | Sapient Capital LLC | 11,249 | $752K | 0.0% | -12.0% | 0.011% | |
4/22/2024 | Raymond James & Associates | 241,158 | $16.11M | 0.0% | +1.3% | 0.226% | |
4/19/2024 | Willis Johnson & Associates Inc. | 114,053 | $7.62M | 0.7% | +6.9% | 0.107% | |
4/15/2024 | Atlas Capital Advisors LLC | 47,562 | $3.18M | 0.5% | +15.1% | 0.048% | |
4/10/2024 | Marcum Wealth LLC | 5,851 | $391K | 0.0% | +10.1% | 0.006% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,237 | $208K | 0.0% | -26.3% | 0.003% | |
3/22/2024 | Cooksen Wealth LLC | 3,728 | $239K | 0.3% | N/A | 0.004% | |
3/5/2024 | Twin Focus Capital Partners LLC | 7,034 | $451K | 0.0% | N/A | 0.007% | |
3/4/2024 | Richardson Financial Services Inc. | 7,712 | $494K | 0.4% | N/A | 0.008% | |
2/26/2024 | Syon Capital LLC | 17,744 | $1.14M | 0.1% | N/A | 0.018% | |
2/20/2024 | Sunpointe LLC | 4,757 | $305K | 0.4% | N/A | 0.005% | |
2/14/2024 | Icon Wealth Advisors LLC | 6,302 | $404K | 0.0% | N/A | 0.006% | |
2/13/2024 | Envestnet Asset Management Inc. | 891,479 | $57.16M | 0.0% | -1.6% | 0.906% | |
2/13/2024 | CIBC Private Wealth Group LLC | 8,278 | $531K | 0.0% | N/A | 0.008% | |
2/12/2024 | Brown Brothers Harriman & Co. | 1,156 | $74K | 0.0% | N/A | 0.001% | |
2/12/2024 | Scotia Capital Inc. | 6,162 | $395K | 0.0% | +25.7% | 0.006% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 59,723 | $3.83M | 0.3% | +7.8% | 0.061% | |
2/12/2024 | Innealta Capital LLC | 66,641 | $4.27M | 1.9% | +95.4% | 0.068% | |
2/12/2024 | Heritage Wealth Advisors | 1,131 | $73K | 0.0% | N/A | 0.001% | |
2/9/2024 | Assetmark Inc. | 724,104 | $46.43M | 0.2% | -2.1% | 0.736% | |
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Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined. Click here to see how it could become the No. 1 investment of the next decade. |
2/9/2024 | Corient Private Wealth LLC | 134,485 | $8.62M | 0.0% | -6.9% | 0.137% | |
2/9/2024 | UBS Group AG | 93,971 | $6.03M | 0.0% | +15.3% | 0.096% | |
2/8/2024 | Financial Advocates Investment Management | 7,130 | $436K | 0.0% | N/A | 0.007% | |
2/8/2024 | Quadrant Capital Group LLC | 5,254 | $337K | 0.0% | N/A | 0.005% | |
2/8/2024 | Janney Montgomery Scott LLC | 87,448 | $5.61M | 0.0% | +1.5% | 0.089% | |
2/7/2024 | Principal Securities Inc. | 561 | $36K | 0.0% | N/A | 0.001% | |
2/7/2024 | Wealthspire Advisors LLC | 8,434 | $541K | 0.0% | N/A | 0.009% | |
2/6/2024 | Cullen Frost Bankers Inc. | 432 | $28K | 0.0% | +43,100.0% | 0.000% | |
2/6/2024 | Avidian Wealth Solutions LLC | 165,772 | $10.63M | 0.7% | -2.3% | 0.169% | |
2/6/2024 | Sapient Capital LLC | 12,787 | $820K | 0.0% | N/A | 0.013% | |
2/5/2024 | RiverFront Investment Group LLC | 388,050 | $24.88M | 0.8% | +3.4% | 0.395% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,485 | $480K | 0.0% | -10.7% | 0.008% | |
2/2/2024 | Truist Financial Corp | 34,332 | $2.20M | 0.0% | -1.3% | 0.035% | |
2/2/2024 | Spinnaker Trust | 21,175 | $1.36M | 0.1% | -1.8% | 0.022% | |
2/2/2024 | Syon Capital LLC | 17,762 | $1.14M | 0.1% | N/A | 0.018% | |
2/1/2024 | CWM LLC | 44,041 | $2.82M | 0.0% | +36.7% | 0.045% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 939 | $60K | 0.0% | N/A | 0.001% | |
1/30/2024 | Keel Point LLC | 43,408 | $2.78M | 0.3% | -2.9% | 0.044% | |
1/29/2024 | Elm Partners Management LLC | 225,733 | $14.47M | 1.3% | +7.3% | 0.230% | |
1/29/2024 | Sapient Capital LLC | 12,787 | $820K | 0.0% | N/A | 0.013% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 2,965 | $190K | 0.1% | N/A | 0.003% | |
1/25/2024 | International Assets Investment Management LLC | 105,990 | $6.80M | 0.0% | N/A | 0.108% | |
1/25/2024 | Busey Bank | 3,132 | $201K | 0.0% | N/A | 0.003% | |
1/25/2024 | One Wealth Management Investment & Advisory Services LLC | 3,346 | $215K | 0.1% | N/A | 0.003% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 135,130 | $8.67M | 0.0% | +5.8% | 0.137% | |
1/24/2024 | International Assets Investment Management LLC | 105,990 | $6.80M | 0.0% | N/A | 0.108% | |
1/23/2024 | Webster Bank N. A. | 519 | $33K | 0.0% | N/A | 0.001% | |
1/19/2024 | Fifth Third Bancorp | 1,852 | $119K | 0.0% | -35.1% | 0.002% | |
1/16/2024 | Custos Family Office LLC | 5,386 | $345K | 0.2% | -4.3% | 0.005% | |
1/16/2024 | Raymond James & Associates | 238,143 | $15.27M | 0.0% | -4.4% | 0.242% | |
1/12/2024 | Willis Johnson & Associates Inc. | 106,730 | $6.84M | 0.6% | +5.2% | 0.109% | |
1/11/2024 | Source Financial Advisors LLC | 10,924 | $700K | 0.2% | -2.0% | 0.011% | |
1/10/2024 | Marcum Wealth LLC | 5,313 | $341K | 0.0% | -18.0% | 0.005% | |
11/16/2023 | Advisors Capital Management LLC | 21,860 | $1.27M | 0.0% | N/A | 0.022% | |
11/15/2023 | JPMorgan Chase & Co. | 77,447,980 | $4.50B | 0.5% | +2.7% | 78.747% | |
11/15/2023 | Lake Street Advisors Group LLC | 17,999 | $1.05M | 0.1% | +4.2% | 0.018% | |
11/14/2023 | Richard Bernstein Advisors LLC | 646,698 | $37.61M | 0.6% | N/A | 0.658% | |
11/14/2023 | Seven Mile Advisory | 4,051 | $236K | 0.2% | N/A | 0.004% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 2,920 | $170K | 0.0% | +15.3% | 0.003% | |
11/14/2023 | Operose Advisors LLC | 4,174 | $243K | 0.1% | N/A | 0.004% | |
11/14/2023 | PGIM Custom Harvest LLC | 58,286 | $3.39M | 0.1% | +18.9% | 0.059% | |
11/13/2023 | LPL Financial LLC | 87,455 | $5.09M | 0.0% | -3.2% | 0.089% | |
11/13/2023 | Envestnet Asset Management Inc. | 906,248 | $52.70M | 0.0% | +115.0% | 0.921% | |
11/13/2023 | PNC Financial Services Group Inc. | 4,394 | $256K | 0.0% | -33.7% | 0.004% | |
11/9/2023 | Blair William & Co. IL | 13,879 | $807K | 0.0% | +202.4% | 0.014% | |
11/9/2023 | UBS Group AG | 81,471 | $4.74M | 0.0% | +20.2% | 0.083% | |
11/9/2023 | Crewe Advisors LLC | 482 | $28K | 0.0% | -42.1% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 529,178 | $30.78M | 0.1% | +3.3% | 0.538% | |
11/8/2023 | Janney Montgomery Scott LLC | 86,117 | $5.01M | 0.0% | -1.8% | 0.088% | |
11/8/2023 | Spinnaker Trust | 21,565 | $1.25M | 0.1% | -2.3% | 0.022% | |
Everybody laughed when he recommended Netflix (Ad) "This Could be Worth Even More than A.I."
Whitney Tilson's nailed many of the most famous stocks of the last 25 years – including Netflix, Amazon, and Apple. Now he's pounding the table on a new technology rolling out across America, which early estimates say could create more wealth than A.I., the personal computer, and the smartphone combined. Click here to see how it could become the No. 1 investment of the next decade. |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 55,421 | $3.22M | 0.3% | +0.9% | 0.056% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 6,457 | $375K | 0.0% | -60.1% | 0.007% | |
11/7/2023 | RiverFront Investment Group LLC | 375,369 | $21.83M | 0.8% | +4.0% | 0.382% | |
11/6/2023 | Victory Capital Management Inc. | 320,163 | $18.62M | 0.0% | N/A | 0.326% | |
11/4/2023 | Corient Private Wealth LLC | 144,442 | $8.40M | 0.0% | -26.9% | 0.147% | |
11/3/2023 | KCS Wealth Advisory | 12,175 | $708K | 0.3% | -43.6% | 0.012% | |
10/31/2023 | Fifth Third Bancorp | 2,853 | $166K | 0.0% | +326.5% | 0.003% | |
10/27/2023 | Assetmark Inc. | 739,466 | $43M | 0.2% | +0.9% | 0.752% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 127,730 | $7.43M | 0.0% | +4.7% | 0.130% | |
10/26/2023 | Source Financial Advisors LLC | 11,152 | $649K | 0.2% | +3.1% | 0.011% | |