| 5/17/2024 | Citizens Financial Group Inc. RI | 41,459 | $7.57M | 0.2% | +5.0% | 0.010% | |
| 5/17/2024 | Vima LLC | 2,461 | $449K | 0.1% | +17.2% | 0.001% | |
| 5/17/2024 | National Wealth Management Group LLC | 8,898 | $1.63M | 1.3% | -24.8% | 0.002% | |
| 5/17/2024 | Walleye Trading LLC | 7,798 | $1.42M | 0.0% | N/A | 0.002% | |
| 5/17/2024 | XML Financial LLC | 4,798 | $876K | 0.1% | +5.0% | 0.001% | |
| 5/17/2024 | Western Pacific Wealth Management LP | 41,581 | $7.59M | 5.5% | +12.2% | 0.010% | |
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. |
| 5/17/2024 | Vista Investment Partners LLC | 1,107 | $202K | 0.1% | N/A | 0.000% | |
| 5/17/2024 | Tandem Capital Management Corp ADV | 11,336 | $2.07M | 1.2% | +0.8% | 0.003% | |
| 5/17/2024 | First Western Trust Bank | 2,569 | $469K | 0.0% | -6.6% | 0.001% | |
| 5/17/2024 | Jaffetilchin Investment Partners LLC | 5,094 | $930K | 0.1% | +2.0% | 0.001% | |
| 5/17/2024 | Beacon Capital Management LLC | 10,098 | $1.84M | 0.4% | -14.3% | 0.002% | |
| 5/17/2024 | Comerica Bank | 106,373 | $19.43M | 0.1% | +0.1% | 0.025% | |
| 5/17/2024 | SkyView Investment Advisors LLC | 23,808 | $4.35M | 0.8% | -7.6% | 0.006% | |
| 5/17/2024 | Coppell Advisory Solutions Corp. | 6,275 | $1.15M | 0.2% | N/A | 0.001% | |
| 5/17/2024 | Creekmur Asset Management LLC | 2,693 | $492K | 0.2% | +13.8% | 0.001% | |
| 5/16/2024 | Sugar Maple Asset Management LLC | 16,938 | $3.09M | 3.0% | N/A | 0.004% | |
| 5/16/2024 | Global Financial Private Client LLC | 22,928 | $4.16M | 1.8% | +0.6% | 0.005% | |
| 5/16/2024 | Innova Wealth Partners | 3,058 | $558K | 0.4% | +43.3% | 0.001% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 77,306 | $14.12M | 0.3% | -11.8% | 0.018% | |
| 5/16/2024 | Ancora Advisors LLC | 62,272 | $11.37M | 0.3% | +8.2% | 0.014% | |
| 5/16/2024 | Sweeney & Michel LLC | 10,014 | $1.82M | 0.8% | N/A | 0.002% | |
| 5/16/2024 | Prudent Investors Network Inc. | 1,142 | $209K | 0.1% | N/A | 0.000% | |
| 5/16/2024 | WPWealth LLP | 1,786 | $326K | 0.1% | N/A | 0.000% | |
| 5/16/2024 | WMS Partners LLC | 276,883 | $50.56M | 3.5% | +9.3% | 0.064% | |
| 5/16/2024 | Industrial Alliance Investment Management Inc. | 1,190 | $217K | 0.1% | -23.4% | 0.000% | |
| 5/16/2024 | Kraft Davis & Associates LLC | 60,814 | $10.99M | 3.4% | -7.0% | 0.014% | |
| 5/16/2024 | Benchmark Investment Advisors LLC | 1,752 | $320K | 0.3% | -87.9% | 0.000% | |
| 5/16/2024 | Waverly Advisors LLC | 770,803 | $140.76M | 3.3% | +37.9% | 0.178% | |
| 5/16/2024 | Silvercrest Asset Management Group LLC | 28,461 | $1.41M | 0.0% | N/A | 0.007% | |
| 5/16/2024 | Captrust Financial Advisors | 1,005,317 | $183.58M | 0.6% | -4.4% | 0.233% | |
| 5/15/2024 | SVB Wealth LLC | 89,562 | $16.36M | 0.4% | +47.5% | 0.021% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 5,809 | $1.06M | 0.1% | -11.6% | 0.001% | |
| 5/15/2024 | Talisman Wealth Advisors LLC | 8,617 | $1.57M | 2.0% | -1.8% | 0.002% | |
| 5/15/2024 | Blue Edge Capital LLC | 31,793 | $5.81M | 1.0% | -1.3% | 0.007% | |
| 5/15/2024 | Manhattan West Asset Management LLC | 7,163 | $1.31M | 0.3% | -2.5% | 0.002% | |
| 5/15/2024 | CoreFirst Bank & Trust | 19,835 | $3.62M | 2.3% | -0.7% | 0.005% | |
| 5/15/2024 | BOKF NA | 11,967 | $2.17M | 0.0% | +9.3% | 0.003% | |
| 5/15/2024 | Kestra Advisory Services LLC | 360,988 | $65.92M | 0.4% | +5.7% | 0.084% | |
| 5/15/2024 | Alpine Global Management LLC | 7,462 | $1.36M | 0.3% | N/A | 0.002% | |
| 5/15/2024 | LRI Investments LLC | 9,722 | $1.76M | 0.2% | N/A | 0.002% | |
What President Biden's new law means for investors (Ad) What's Got Musk, Bezos, and Gates So Excited?
Billionaires are plowing millions of dollars into a new technology that early estimates say could generate more wealth than A.I. – and determine the future of companies like Microsoft. The problem? Most investors have no idea it's happening, or how to profit on it. This expert just went public with all the details, including which stocks to jump on immediately. |
| 5/15/2024 | Linscomb Wealth Inc. | 14,298 | $2.61M | 0.1% | -3.2% | 0.003% | |
| 5/15/2024 | Keeley Teton Advisors LLC | 8,098 | $1.48M | 0.2% | +0.7% | 0.002% | |
| 5/14/2024 | JT Stratford LLC | 102,447 | $18.71M | 3.7% | +4.8% | 0.024% | |
| 5/14/2024 | Toronto Dominion Bank | 57,971 | $10.59M | 0.0% | +75.8% | 0.013% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 3,055 | $558K | 0.0% | -79.0% | 0.001% | |
| 5/14/2024 | Sheaff Brock Investment Advisors LLC | 3,821 | $698K | 0.0% | +1.6% | 0.001% | |
| 5/14/2024 | Cadence Bank | 6,335 | $1.16M | 0.1% | -3.0% | 0.001% | |
| 5/14/2024 | First Commonwealth Financial Corp PA | 8,040 | $1.47M | 0.4% | N/A | 0.002% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 9,714 | $1.77M | 0.0% | -0.6% | 0.002% | |
| 5/14/2024 | EP Wealth Advisors LLC | 127,390 | $23.26M | 0.3% | +13.2% | 0.029% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 4,439 | $811K | 0.0% | +144.7% | 0.001% | |
| 5/14/2024 | CreativeOne Wealth LLC | 82,850 | $15.13M | 0.6% | +23.9% | 0.019% | |
| 5/14/2024 | Sax Wealth Advisors LLC | 15,496 | $2.83M | 0.3% | +10.5% | 0.004% | |
| 5/14/2024 | Crewe Advisors LLC | 6,886 | $1.26M | 0.1% | +58.1% | 0.002% | |
| 5/14/2024 | InterOcean Capital Group LLC | 2,115 | $386K | 0.0% | -11.9% | 0.000% | |
| 5/14/2024 | Pitcairn Co. | 3,110 | $568K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Vaughan David Investments LLC IL | 5,987 | $1.09M | 0.0% | -15.0% | 0.001% | |
| 5/14/2024 | National Bank of Canada FI | 151,143 | $27.35M | 0.0% | -6.5% | 0.035% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 9,650 | $1.76M | 0.1% | +104.2% | 0.002% | |
| 5/13/2024 | Bessemer Group Inc. | 34,535 | $6.31M | 0.0% | +13.8% | 0.008% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 21,200 | $3.87M | 1.3% | -8.5% | 0.005% | |
| 5/13/2024 | Goepper Burkhardt LLC | 114,262 | $20.70M | 9.6% | -6.6% | 0.026% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 43,883 | $8.01M | 0.1% | -1.9% | 0.010% | |
| 5/13/2024 | Rockport Wealth LLC | 1,609 | $294K | 0.1% | N/A | 0.000% | |
| 5/11/2024 | Spreng Capital Management Inc. | 18,035 | $3.29M | 1.8% | +22.7% | 0.004% | |
| 5/11/2024 | Davis R M Inc. | 29,559 | $5.40M | 0.1% | -19.9% | 0.007% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 32,962 | $6.02M | 3.2% | +112.1% | 0.008% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 2,063 | $377K | 0.0% | -3.4% | 0.000% | |
| 5/11/2024 | Cynosure Group LLC | 7,087 | $1.29M | 0.2% | +12.9% | 0.002% | |
| 5/11/2024 | Orion Capital Management LLC | 48,077 | $8.78M | 4.7% | -0.9% | 0.011% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 10,384 | $1.90M | 0.3% | -14.0% | 0.002% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 50,477 | $9.22M | 1.8% | +51.1% | 0.012% | |
| 5/11/2024 | Patten & Patten Inc. TN | 6,276 | $1.15M | 0.1% | +20.6% | 0.001% | |
| 5/10/2024 | Osaic Holdings Inc. | 1,430,951 | $261.38M | 0.6% | +5.5% | 0.331% | |
| 5/10/2024 | TIAA Trust National Association | 30,951 | $5.65M | 0.0% | +8.6% | 0.007% | |
| 5/10/2024 | Vanguard Group Inc. | 8,635,317 | $1.58B | 0.0% | +5.7% | 1.997% | |
| 5/10/2024 | Alera Investment Advisors LLC | 2,752 | $503K | 0.1% | -61.7% | 0.001% | |
| 5/10/2024 | Viawealth LLC | 7,755 | $1.42M | 0.9% | -5.4% | 0.002% | |
| 5/10/2024 | Spirepoint Private Client LLC | 21,376 | $3.90M | 0.6% | N/A | 0.005% | |
| 5/10/2024 | Hoey Investments Inc. | 3,314 | $605K | 0.1% | -14.9% | 0.001% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 11,970 | $2.15M | 0.2% | -1.2% | 0.003% | |
| 5/10/2024 | Councilmark Asset Management LLC | 30,820 | $5.63M | 4.1% | N/A | 0.007% | |
| 5/10/2024 | Truepoint Inc. | 1,399 | $255K | 0.0% | +6.5% | 0.000% | |
| 5/10/2024 | Wintrust Investments LLC | 74,668 | $13.64M | 1.2% | +1.0% | 0.017% | |
| 5/10/2024 | Nwam LLC | 37,616 | $6.76M | 0.5% | +2.0% | 0.009% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 22,641 | $3.93M | 0.7% | -44.5% | 0.005% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 5,274 | $963K | 0.1% | -41.0% | 0.001% | |
| 5/9/2024 | Brighton Jones LLC | 18,064 | $3.30M | 0.1% | -0.5% | 0.004% | |
| 5/9/2024 | ProVise Management Group LLC | 184,134 | $33.63M | 2.9% | -5.9% | 0.043% | |
| 5/9/2024 | Leo Wealth LLC | 37,061 | $6.77M | 0.7% | +3.4% | 0.009% | |
Warren Buffett's "mystery stock" (Ad) WARNING: Read This Before the Next Fed Meeting
Investors are looking to the Fed with high hopes for interest rate relief. Unfortunately, many have no idea there's another major story unfolding right now, one that could be worth $40 trillion. This Wall Street millionaire just stepped forward with all the details, and how it could make some |
| 5/9/2024 | Private Portfolio Partners LLC | 17,643 | $3.22M | 0.7% | -0.9% | 0.004% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 16,077 | $2.94M | 0.0% | +0.4% | 0.004% | |
| 5/9/2024 | Blair William & Co. IL | 674,069 | $123.09M | 0.4% | -3.4% | 0.156% | |
| 5/9/2024 | Coho Partners Ltd. | 7,509 | $1.37M | 0.0% | -33.1% | 0.002% | |
| 5/9/2024 | Maple Capital Management Inc. | 4,735 | $865K | 0.1% | -11.1% | 0.001% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 83,312 | $15.21M | 0.5% | +1.2% | 0.019% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 77,617 | $14.17M | 0.4% | +8.8% | 0.018% | |
| 5/9/2024 | Condor Capital Management | 2,574 | $470K | 0.0% | +105.8% | 0.001% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 69,352 | $12.66M | 0.5% | +2.6% | 0.016% | |
| 5/9/2024 | Delta Investment Management LLC | 1,419 | $259K | 0.1% | N/A | 0.000% | |
