5/2/2025 | Dakota Wealth Management | 62,667 | $5.15M | 0.1% | +6.7% | 0.133% | |
5/2/2025 | Lauer Wealth LLC | 2,550 | $210K | 0.2% | N/A | 0.005% | |
5/1/2025 | CWM LLC | 2,128 | $175K | 0.0% | +35.7% | 0.005% | |
4/30/2025 | Axxcess Wealth Management LLC | 10,012 | $823K | 0.0% | -4.1% | 0.021% | |
4/30/2025 | Interchange Capital Partners LLC | 10,782 | $886K | 0.2% | -12.3% | 0.023% | |
4/29/2025 | Envestnet Asset Management Inc. | 61,296 | $5.04M | 0.0% | -4.6% | 0.130% | |
4/29/2025 | Concurrent Investment Advisors LLC | 49,475 | $4.07M | 0.1% | +429.3% | 0.105% | |
4/29/2025 | Strategic Blueprint LLC | 34,457 | $2.83M | 0.2% | +49.3% | 0.073% | |
4/28/2025 | Meritage Portfolio Management | 9,117 | $749K | 0.0% | +31.9% | 0.019% | |
4/28/2025 | First Horizon Advisors Inc. | 2,402 | $197K | 0.0% | -7.8% | 0.005% | |
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4/28/2025 | GR Financial Group LLC | 5,456 | $448K | 0.1% | +23.6% | 0.012% | |
4/24/2025 | Surience Private Wealth LLC | 5,166 | $425K | 0.7% | -38.6% | 0.011% | |
4/24/2025 | Beacon Financial Advisory LLC | 5,317 | $437K | 0.1% | +3.6% | 0.011% | |
4/23/2025 | Perigon Wealth Management LLC | 4,626 | $380K | 0.0% | +31.0% | 0.010% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 41,033 | $3.37M | 0.0% | -4.6% | 0.087% | |
4/21/2025 | Blue Trust Inc. | 23,355 | $1.92M | 0.0% | +5.0% | 0.049% | |
4/21/2025 | Well Done LLC | 25,290 | $2.08M | 0.4% | N/A | 0.054% | |
4/21/2025 | Dunhill Financial LLC | 5,489 | $451K | 0.2% | N/A | 0.012% | |
4/18/2025 | Optivise Advisory Services LLC | 4,025 | $331K | 0.2% | -32.7% | 0.009% | |
4/18/2025 | CENTRAL TRUST Co | 639 | $53K | 0.0% | -31.9% | 0.001% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 126,124 | $10.37M | 0.7% | -9.7% | 0.267% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 6,160 | $506K | 0.0% | +64.3% | 0.013% | |
4/15/2025 | MADDEN SECURITIES Corp | 71,288 | $5.86M | 2.3% | +29.3% | 0.151% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 26,667 | $2.19M | 0.1% | +16.6% | 0.056% | |
4/9/2025 | HBW Advisory Services LLC | 11,411 | $938K | 0.1% | -2.5% | 0.024% | |
4/9/2025 | Merit Financial Group LLC | 3,281 | $270K | 0.0% | N/A | 0.007% | |
4/9/2025 | NBC Securities Inc. | 385 | $31K | 0.0% | N/A | 0.001% | |
4/9/2025 | Castle Rock Wealth Management LLC | 27,019 | $2.30M | 0.6% | -12.8% | 0.056% | |
4/7/2025 | AdvisorNet Financial Inc | 12,751 | $1.05M | 0.1% | +8.4% | 0.026% | |
3/5/2025 | Castle Rock Wealth Management LLC | 30,974 | $3.01M | 0.7% | N/A | 0.061% | |
2/18/2025 | Elequin Capital LP | 156,121 | $14.56M | 1.2% | +37.6% | 0.306% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 2,380 | $222K | 0.0% | -24.9% | 0.005% | |
2/18/2025 | First Heartland Consultants Inc. | 4,505 | $420K | 0.0% | N/A | 0.009% | |
2/17/2025 | Vienna Asset Management LLC | 2,157 | $201K | 0.1% | N/A | 0.004% | |
2/17/2025 | Vivaldi Capital Management LP | 15,775 | $1.60M | 0.2% | N/A | 0.031% | |
2/17/2025 | NorthRock Partners LLC | 3,870 | $361K | 0.0% | N/A | 0.008% | |
2/17/2025 | Millennium Management LLC | 1,125,557 | $104.98M | 0.1% | +20.5% | 2.208% | |
2/17/2025 | Cresset Asset Management LLC | 36,318 | $3.39M | 0.0% | -39.8% | 0.000% | |
2/17/2025 | Cantor Fitzgerald L. P. | 6,795 | $634K | 0.0% | +2.2% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 332 | $31K | 0.0% | N/A | 0.000% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
2/17/2025 | Benjamin Edwards Inc. | 53,997 | $5.04M | 0.1% | -16.1% | 0.000% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 9,785 | $913K | 0.0% | N/A | 0.000% | |
2/14/2025 | Comerica Bank | 413 | $39K | 0.0% | -55.5% | 0.000% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 46,770 | $4.36M | 0.0% | N/A | 0.000% | |
2/14/2025 | HBK Investments L P | 1,398,642 | $130.45M | 2.3% | +252.7% | 0.000% | |
2/14/2025 | Optivise Advisory Services LLC | 5,984 | $558K | 0.3% | N/A | 0.000% | |
2/14/2025 | Transce3nd LLC | 724 | $68K | 0.0% | N/A | 0.000% | |
2/13/2025 | Farringdon Capital Ltd. | 22,487 | $2.10M | 0.9% | N/A | 0.000% | |
2/13/2025 | Kaleidoscope Capital LP | 56,182 | $5.24M | 5.1% | N/A | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 13,239 | $1.24M | 0.0% | +40.0% | 0.000% | |
2/13/2025 | Jump Financial LLC | 21,202 | $1.98M | 0.0% | N/A | 0.000% | |
2/13/2025 | Walleye Capital LLC | 3,000 | $280K | 0.0% | N/A | 0.000% | |
2/13/2025 | DRW Securities LLC | 2,377 | $222K | 0.0% | N/A | 0.000% | |
2/13/2025 | Advisory Services Network LLC | 4,220 | $394K | 0.0% | +22.4% | 0.000% | |
2/13/2025 | Renaissance Technologies LLC | 15,500 | $1.45M | 0.0% | N/A | 0.000% | |
2/13/2025 | Bank of Montreal Can | 47,850 | $4.46M | 0.0% | -49.9% | 0.000% | |
2/13/2025 | Certior Financial Group LLC | 5,220 | $487K | 0.4% | N/A | 0.000% | |
2/13/2025 | Aristides Capital LLC | 57,010 | $5.32M | 1.1% | +96.6% | 0.000% | |
2/13/2025 | Titleist Asset Management LLC | 180,435 | $16.83M | 1.9% | -3.5% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 64,224 | $5.99M | 0.0% | -19.1% | 0.000% | |
2/12/2025 | Sanctuary Wealth Management L.L.C. | 2,443 | $228K | 0.2% | +462.9% | 0.000% | |
2/11/2025 | Modern Wealth Management LLC | 4,201 | $408K | 0.0% | N/A | 0.000% | |
2/11/2025 | Interchange Capital Partners LLC | 12,293 | $1.15M | 0.4% | -13.0% | 0.000% | |
2/11/2025 | LPL Financial LLC | 24,517 | $2.29M | 0.0% | -4.4% | 0.000% | |
2/11/2025 | Virtu Financial LLC | 27,391 | $2.56M | 0.1% | -43.6% | 0.000% | |
2/11/2025 | One Charles Private Wealth Services LLC | 29,791 | $2.78M | 0.9% | +5.9% | 0.000% | |
2/10/2025 | Axxcess Wealth Management LLC | 10,444 | $974K | 0.0% | -65.2% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 15,649 | $1.46M | 0.0% | +35.1% | 0.000% | |
2/10/2025 | Hollencrest Capital Management | 2,100 | $196K | 0.0% | +31.3% | 0.000% | |
2/10/2025 | EverSource Wealth Advisors LLC | 4,542 | $424K | 0.0% | +1,058.7% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 29,514 | $2.75M | 0.0% | +2.3% | 0.000% | |
2/7/2025 | Paragon Private Wealth Management LLC | 6,169 | $575K | 0.3% | N/A | 0.000% | |
2/7/2025 | Larson Financial Group LLC | 369 | $34K | 0.0% | -70.0% | 0.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 1,650 | $154K | 0.0% | +266.7% | 0.000% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 92,635 | $8.64M | 0.3% | +2,129.5% | 0.000% | |
2/6/2025 | GR Financial Group LLC | 4,413 | $412K | 0.1% | N/A | 0.000% | |
2/6/2025 | State of Michigan Retirement System | 100,000 | $9.33M | 0.0% | -9.1% | 0.000% | |
2/5/2025 | Chase Investment Counsel Corp | 14,892 | $1.39M | 0.4% | N/A | 0.000% | |
2/4/2025 | ARK Investment Management LLC | 3,100,232 | $289.16M | 2.4% | -1.4% | 0.000% | |
2/4/2025 | Rainey & Randall Wealth Advisors Inc. | 7,358 | $686K | 0.1% | +17.2% | 0.000% | |
2/4/2025 | Richardson Capital Management LLC | 2,529 | $236K | 0.2% | N/A | 0.000% | |
2/3/2025 | First Horizon Advisors Inc. | 2,605 | $243K | 0.0% | -16.2% | 0.000% | |
2/3/2025 | Element Wealth LLC | 3,022 | $282K | 0.1% | N/A | 0.000% | |
2/3/2025 | Concurrent Investment Advisors LLC | 9,348 | $872K | 0.0% | -1.4% | 0.000% | |
2/3/2025 | Advyzon Investment Management LLC | 10,819 | $1.01M | 0.4% | N/A | 0.000% | |
1/31/2025 | Global Retirement Partners LLC | 395 | $37K | 0.0% | -40.2% | 0.000% | |
1/31/2025 | Atlas Legacy Advisors LLC | 3,644 | $340K | 0.1% | N/A | 0.000% | |
1/31/2025 | Empower Advisory Group LLC | 4,906 | $458K | 0.0% | -14.2% | 0.000% | |
1/30/2025 | Nkcfo LLC | 15,000 | $1.40M | 0.6% | -40.0% | 0.000% | |
1/30/2025 | Blue Trust Inc. | 22,246 | $2.08M | 0.0% | +714.9% | 0.000% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
1/30/2025 | Kedalion Capital Management LLP | 65,650 | $6.12M | 0.2% | N/A | 0.000% | |
1/29/2025 | MADDEN SECURITIES Corp | 55,140 | $5.14M | 2.1% | +389.7% | 0.000% | |
1/28/2025 | Kestra Private Wealth Services LLC | 4,901 | $457K | 0.0% | -15.8% | 0.000% | |
1/27/2025 | Beacon Financial Advisory LLC | 5,133 | $479K | 0.2% | +35.7% | 0.000% | |
1/27/2025 | Meritage Portfolio Management | 6,910 | $644K | 0.0% | -61.7% | 0.000% | |
1/24/2025 | CENTRAL TRUST Co | 939 | $88K | 0.0% | +46.9% | 0.000% | |
1/23/2025 | Strategic Blueprint LLC | 23,078 | $2.15M | 0.1% | +60.0% | 0.000% | |
1/22/2025 | Foundations Investment Advisors LLC | 2,418 | $226K | 0.0% | N/A | 0.000% | |
1/22/2025 | United Asset Strategies Inc. | 3,505 | $327K | 0.0% | -8.7% | 0.000% | |
1/22/2025 | Blue Trust Inc. | 6,685 | $624K | 0.0% | +144.9% | 0.000% | |