| 5/1/2025 | Diversify Wealth Management LLC | 20,023 | $1.14M | 0.1% | -12.3% | 0.019% | |
| 5/1/2025 | Country Club Bank | 24,348 | $1.36M | 0.1% | +27.2% | 0.023% | |
| 4/30/2025 | Cerity Partners LLC | 876,441 | $48.60M | 0.1% | +9.6% | 0.843% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 5,813 | $322K | 0.0% | -5.6% | 0.006% | |
| 4/30/2025 | Alpha Financial Partners LLC | 6,521 | $362K | 0.3% | +62.0% | 0.006% | |
| 4/30/2025 | Silverlake Wealth Management LLC | 4,841 | $268K | 0.1% | -34.8% | 0.005% | |
| 4/30/2025 | M&T Bank Corp | 7,600 | $421K | 0.0% | -36.7% | 0.007% | |
| 4/30/2025 | Brown Advisory Inc. | 107,181 | $5.94M | 0.0% | -8.0% | 0.103% | |
| 4/29/2025 | Centennial Bank AR | 775 | $43K | 0.0% | -33.2% | 0.001% | |
| 4/29/2025 | Financial Counselors Inc. | 10,686 | $593K | 0.0% | -2.5% | 0.010% | |
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| 4/29/2025 | TD Private Client Wealth LLC | 2,077 | $115K | 0.0% | -23.9% | 0.002% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,046,638 | $58.04M | 0.0% | +15.9% | 1.006% | |
| 4/29/2025 | Fund Evaluation Group LLC | 37,762 | $2.09M | 0.1% | +1.7% | 0.036% | |
| 4/29/2025 | Stage Harbor Financial LLC | 86,350 | $4.79M | 4.1% | -0.9% | 0.083% | |
| 4/29/2025 | Bank of New York Mellon Corp | 78,207 | $4.34M | 0.0% | +10.2% | 0.075% | |
| 4/29/2025 | Calamos Wealth Management LLC | 866,139 | $48.03M | 2.4% | +0.7% | 0.833% | |
| 4/29/2025 | Calamos Advisors LLC | 34,059 | $1.89M | 0.0% | -2.4% | 0.033% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 101,682 | $5.64M | 0.3% | -4.9% | 0.098% | |
| 4/28/2025 | Mutual Advisors LLC | 3,752 | $212K | 0.0% | N/A | 0.004% | |
| 4/28/2025 | Private Trust Co. NA | 4,549 | $252K | 0.0% | -43.0% | 0.004% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 55,853 | $3.10M | 0.4% | -36.6% | 0.054% | |
| 4/28/2025 | Sageworth Trust Co | 1,479,590 | $82.04M | 5.1% | -0.6% | 1.423% | |
| 4/28/2025 | Hapanowicz & Associates Financial Services Inc | 71,727 | $3.98M | 2.2% | +3.4% | 0.069% | |
| 4/25/2025 | Barnes Dennig Private Wealth Management LLC | 1,199 | $66K | 0.1% | N/A | 0.001% | |
| 4/24/2025 | Highland Capital Management LLC | 22,226 | $1.23M | 0.1% | -1.0% | 0.021% | |
| 4/24/2025 | TPG Advisors LLC | 6,592 | $366K | 0.3% | N/A | 0.006% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 34,000 | $1.90M | 0.0% | N/A | 0.033% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 50,785 | $2.82M | 0.3% | -24.1% | 0.049% | |
| 4/23/2025 | Madrona Financial Services LLC | 170,283 | $9.44M | 2.6% | +1,675.4% | 0.165% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 268,940 | $14.91M | 0.1% | +17.0% | 0.261% | |
| 4/23/2025 | Bessemer Group Inc. | 22,209 | $1.23M | 0.0% | -6.4% | 0.022% | |
| 4/23/2025 | Spire Wealth Management | 300,863 | $16.68M | 0.5% | -2.3% | 0.292% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 336,577 | $18.66M | 1.5% | -4.6% | 0.327% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 55,915 | $3.10M | 0.0% | -0.9% | 0.054% | |
| 4/23/2025 | Smith & Howard Wealth Management LLC | 89,733 | $4.98M | 1.4% | +0.3% | 0.087% | |
| 4/23/2025 | Legacy Advisors LLC | 20,566 | $1.14M | 0.1% | -11.5% | 0.020% | |
| 4/23/2025 | Goelzer Investment Management Inc. | 106,129 | $5.54M | 0.3% | -0.7% | 0.103% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 38,486 | $2.13M | 0.1% | -3.3% | 0.037% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 71,301 | $3.95M | 0.0% | +8.4% | 0.069% | |
| 4/22/2025 | Cassia Capital Partners LLC | 143,994 | $7.98M | 5.0% | -1.5% | 0.140% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 4/22/2025 | Sage Financial Group Inc. | 89,124 | $4.94M | 0.4% | -13.6% | 0.087% | |
| 4/21/2025 | Abundance Wealth Counselors | 508,265 | $28.18M | 5.9% | N/A | 0.493% | |
| 4/21/2025 | ORG Partners LLC | 6,910 | $384K | 0.1% | +1,203.8% | 0.007% | |
| 4/21/2025 | LongView Wealth Management | 6,167 | $342K | 0.1% | +24.1% | 0.006% | |
| 4/21/2025 | Blue Trust Inc. | 116,940 | $6.48M | 0.1% | -1.8% | 0.114% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 98,825 | $5.48M | 0.0% | +28.0% | 0.096% | |
| 4/21/2025 | Premier Path Wealth Partners LLC | 152,929 | $8.48M | 1.3% | +11.6% | 0.148% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 145,170 | $8.05M | 0.1% | -3.3% | 0.141% | |
| 4/21/2025 | Community Bank N.A. | 33,104 | $1.84M | 0.2% | -23.5% | 0.032% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 17,251 | $957K | 0.0% | +3.9% | 0.017% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 187,254 | $10.38M | 0.0% | -4.4% | 0.182% | |
| 4/17/2025 | Brighton Jones LLC | 7,267 | $403K | 0.0% | +51.9% | 0.007% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 905 | $50K | 0.0% | -79.9% | 0.001% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 102,095 | $5.66M | 0.0% | -15.5% | 0.099% | |
| 4/16/2025 | West Branch Capital LLC | 3,050 | $169K | 0.1% | +84.8% | 0.003% | |
| 4/16/2025 | Twin Peaks Wealth Advisors LLC | 25,127 | $1.37M | 0.6% | +1.0% | 0.024% | |
| 4/15/2025 | Simon Quick Advisors LLC | 49,608 | $2.75M | 0.2% | -3.8% | 0.048% | |
| 4/15/2025 | Focus Financial Network Inc. | 8,456 | $469K | 0.0% | -2.8% | 0.008% | |
| 4/15/2025 | CX Institutional | 935 | $52K | 0.0% | N/A | 0.001% | |
| 4/15/2025 | Oak Family Advisors LLC | 36,883 | $2.05M | 0.7% | +3.1% | 0.036% | |
| 4/15/2025 | Financial Council LLC | 51,376 | $2.85M | 1.5% | +1.0% | 0.050% | |
| 4/15/2025 | Corrigan Financial Inc. | 55,179 | $3.06M | 0.6% | -1.3% | 0.054% | |
| 4/15/2025 | Parsons Capital Management Inc. RI | 31,447 | $1.74M | 0.1% | +56.3% | 0.031% | |
| 4/15/2025 | West Paces Advisors Inc. | 30,024 | $1.67M | 0.4% | +6.3% | 0.029% | |
| 4/15/2025 | GAMMA Investing LLC | 1,419 | $79K | 0.0% | -28.5% | 0.001% | |
| 4/15/2025 | Requisite Capital Management LLC | 7,322 | $406K | 0.1% | N/A | 0.007% | |
| 4/14/2025 | Midland Wealth Advisors LLC | 26,213 | $1.45M | 0.1% | -9.3% | 0.025% | |
| 4/14/2025 | City Holding Co. | 28,255 | $1.57M | 0.2% | +1.4% | 0.027% | |
| 4/14/2025 | CMH Wealth Management LLC | 233,807 | $12.97M | 3.2% | +1.2% | 0.227% | |
| 4/14/2025 | First Citizens Bank & Trust Co. | 38,331 | $2.13M | 0.0% | -5.3% | 0.037% | |
| 4/14/2025 | Capital Investment Advisors LLC | 442,173 | $24.52M | 0.5% | -1.6% | 0.429% | |
| 4/14/2025 | Park Avenue Securities LLC | 180,514 | $10.01M | 0.1% | +20.2% | 0.175% | |
| 4/14/2025 | Dentgroup LLC | 82,544 | $4.58M | 3.4% | -8.9% | 0.080% | |
| 4/14/2025 | Charter Oak Capital Management LLC | 148,181 | $8.22M | 0.8% | -1.9% | 0.144% | |
| 4/14/2025 | Orrstown Financial Services Inc. | 37,870 | $2.10M | 0.5% | -5.4% | 0.037% | |
| 4/11/2025 | DKM Wealth Management Inc. | 13,410 | $744K | 0.8% | +2.5% | 0.013% | |
| 4/11/2025 | Epiq Partners LLC | 19,353 | $1.07M | 0.6% | +3.2% | 0.019% | |
| 4/11/2025 | Sandbox Financial Partners LLC | 96,838 | $5.37M | 1.9% | N/A | 0.094% | |
| 4/11/2025 | Magnus Financial Group LLC | 4,468 | $248K | 0.0% | -17.2% | 0.004% | |
| 4/11/2025 | Atwater Malick LLC | 8,674 | $481K | 0.2% | N/A | 0.008% | |
| 4/10/2025 | Breakwater Capital Group | 3,700 | $205K | 0.0% | N/A | 0.004% | |
| 4/10/2025 | Naples Global Advisors LLC | 6,670 | $370K | 0.0% | N/A | 0.006% | |
| 4/10/2025 | Nixon Peabody Trust Co. | 28,180 | $1.56M | 0.1% | N/A | 0.027% | |
| 4/10/2025 | Apella Capital LLC | 108,335 | $5.74M | 0.2% | -1.5% | 0.105% | |
| 4/10/2025 | Smith Anglin Financial LLC | 22,442 | $1.24M | 0.1% | +31.6% | 0.022% | |
| 4/9/2025 | Merit Financial Group LLC | 1,712,700 | $94.97M | 1.4% | +15,313.1% | 1.663% | |
| 4/9/2025 | Harbor Investment Advisory LLC | 36,792 | $2.04M | 0.2% | +117.8% | 0.036% | |
| 4/9/2025 | Donor Advised Charitable Giving Inc. | 14,005 | $777K | 0.0% | +72.0% | 0.014% | |
| 4/9/2025 | Archer Investment Management LLC | 6,048 | $335K | 0.2% | -10.7% | 0.006% | |
| 4/9/2025 | Kaizen Financial Strategies | 4,420 | $245K | 0.1% | N/A | 0.004% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 4/8/2025 | Rhumbline Advisers | 147,049 | $8.15M | 0.0% | -27.3% | 0.143% | |
| 4/8/2025 | Presidio Capital Management LLC | 30,340 | $1.68M | 0.7% | +48.3% | 0.029% | |
| 4/8/2025 | Winthrop Advisory Group LLC | 920,403 | $51.04M | 6.1% | +21.5% | 0.894% | |
| 4/8/2025 | Parallel Advisors LLC | 6,618 | $367K | 0.0% | -32.2% | 0.006% | |
| 4/7/2025 | O Connor Financial Group LLC | 5,593 | $310K | 0.2% | +6.5% | 0.005% | |
| 4/7/2025 | GAMMA Investing LLC | 78,684 | $4.36M | 0.0% | +3,865.9% | 0.076% | |
| 4/4/2025 | Legacy Private Trust Co. | 282,669 | $15.67M | 1.1% | -3.6% | 0.274% | |
| 4/3/2025 | Central Pacific Bank Trust Division | 64,480 | $3.58M | 0.5% | N/A | 0.063% | |
| 4/3/2025 | First Hawaiian Bank | 134,958 | $7.48M | 0.5% | +98.2% | 0.131% | |
| 3/24/2025 | Wellington Management Group LLP | 102,606 | $5.35M | 0.0% | -73.4% | 0.113% | |
