4/30/2025 | Stratos Wealth Partners LTD. | 13,864 | $31K | 0.0% | -59.9% | 0.031% | |
4/17/2025 | FNY Investment Advisers LLC | 510,314 | $1.16M | 0.7% | +87.5% | 1.136% | |
4/11/2025 | Intergy Private Wealth LLC | 16,852 | $38K | 0.0% | -35.1% | 0.038% | |
2/18/2025 | AWM Investment Company Inc. | 5,649,544 | $14.69M | 1.8% | -1.7% | 12.574% | |
2/17/2025 | OMERS ADMINISTRATION Corp | 16,300 | $42K | 0.0% | N/A | 0.036% | |
2/17/2025 | Millennium Management LLC | 133,863 | $348K | 0.0% | N/A | 0.298% | |
2/17/2025 | 683 Capital Management LLC | 91,152 | $237K | 0.0% | N/A | 0.203% | |
2/14/2025 | Manatuck Hill Partners LLC | 1,721,490 | $4.48M | 1.8% | -17.5% | 3.831% | |
2/14/2025 | Jane Street Group LLC | 43,157 | $112K | 0.0% | N/A | 0.096% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 55,206 | $144K | 0.0% | N/A | 0.123% | |
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2/14/2025 | Northern Trust Corp | 91,588 | $238K | 0.0% | +11.6% | 0.204% | |
2/14/2025 | Boothbay Fund Management LLC | 12,000 | $31K | 0.0% | N/A | 0.027% | |
2/14/2025 | Integrated Wealth Concepts LLC | 27,031 | $70K | 0.0% | +36.7% | 0.060% | |
2/14/2025 | Dimensional Fund Advisors LP | 170,234 | $443K | 0.0% | +3.5% | 0.379% | |
2/13/2025 | Marshall Wace LLP | 34,481 | $90K | 0.0% | +57.7% | 0.077% | |
2/13/2025 | Integrity Wealth Advisors Inc. | 6,708,339 | $17.41M | 12.7% | N/A | 14.931% | |
2/13/2025 | XTX Topco Ltd | 25,274 | $66K | 0.0% | N/A | 0.056% | |
2/13/2025 | Barclays PLC | 61,114 | $159K | 0.0% | +210.5% | 0.136% | |
2/13/2025 | Raymond James Financial Inc. | 52,910 | $138K | 0.0% | N/A | 0.118% | |
2/13/2025 | Renaissance Technologies LLC | 176,836 | $460K | 0.0% | -7.4% | 0.394% | |
2/13/2025 | Aristides Capital LLC | 115,619 | $301K | 0.1% | +4.2% | 0.257% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 27,234 | $71K | 0.0% | N/A | 0.061% | |
2/12/2025 | Pacific Ridge Capital Partners LLC | 909,007 | $2.36M | 0.5% | -1.3% | 2.023% | |
2/10/2025 | Royce & Associates LP | 520,252 | $1.35M | 0.0% | -36.1% | 1.158% | |
2/10/2025 | Commonwealth Equity Services LLC | 74,880 | $195K | 0.0% | -17.1% | 0.167% | |
2/7/2025 | Sequoia Financial Advisors LLC | 477,883 | $1.24M | 0.0% | +2.1% | 1.064% | |
2/7/2025 | Essex Investment Management Co. LLC | 56,845 | $148K | 0.0% | -10.4% | 0.127% | |
2/6/2025 | Raymond James Financial Inc. | 52,910 | $138K | 0.0% | N/A | 0.118% | |
2/4/2025 | Cutter & CO Brokerage Inc. | 202,900 | $528K | 0.1% | -4.7% | 0.452% | |
2/4/2025 | Y Intercept Hong Kong Ltd | 24,346 | $63K | 0.0% | N/A | 0.054% | |
1/27/2025 | Stratos Wealth Partners LTD. | 34,550 | $90K | 0.0% | -40.2% | 0.077% | |
1/23/2025 | Intergy Private Wealth LLC | 25,981 | $68K | 0.0% | N/A | 0.058% | |
1/23/2025 | Evernest Financial Advisors LLC | 19,000 | $49K | 0.0% | N/A | 0.042% | |
1/13/2025 | FNY Investment Advisers LLC | 272,200 | $707K | 0.4% | +251.1% | 0.606% | |
11/19/2024 | Barclays PLC | 19,680 | $70K | 0.0% | N/A | 0.044% | |
11/16/2024 | Geode Capital Management LLC | 483,882 | $1.72M | 0.0% | +11.2% | 1.085% | |
11/15/2024 | Barclays PLC | 19,680 | $70K | 0.0% | N/A | 0.044% | |
11/15/2024 | Integrated Wealth Concepts LLC | 19,781 | $70K | 0.0% | -17.9% | 0.044% | |
10/30/2024 | Moloney Securities Asset Management LLC | 10,000 | $36K | 0.0% | -42.9% | 0.022% | |
10/29/2024 | Capital Advisors Inc. OK | 43,690 | $156K | 0.0% | -11.5% | 0.098% | |
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 |
10/25/2024 | Cutter & CO Brokerage Inc. | 213,000 | $758K | 0.2% | +12.0% | 0.478% | |
10/22/2024 | Sequoia Financial Advisors LLC | 467,883 | $1.67M | 0.0% | +23.1% | 1.049% | |
8/16/2024 | Pacific Ridge Capital Partners LLC | 988,772 | $2.09M | 0.5% | -4.1% | 2.217% | |
8/9/2024 | Renaissance Technologies LLC | 187,436 | $396K | 0.0% | -36.4% | 0.420% | |
8/9/2024 | Dimensional Fund Advisors LP | 175,315 | $371K | 0.0% | -3.4% | 0.393% | |
8/8/2024 | BOKF NA | 172,250 | $364K | 0.0% | +103.4% | 0.386% | |
7/31/2024 | Cutter & CO Brokerage Inc. | 190,250 | $403K | 0.1% | +57.9% | 0.427% | |
7/31/2024 | Commonwealth Equity Services LLC | 413,580 | $875K | 0.0% | N/A | 0.927% | |
5/15/2024 | Aristides Capital LLC | 110,965 | $263K | 0.1% | -36.6% | 0.252% | |
5/15/2024 | BOKF NA | 84,700 | $197K | 0.0% | +54.8% | 0.192% | |
5/10/2024 | Vanguard Group Inc. | 1,932,185 | $4.58M | 0.0% | +14.0% | 4.389% | |
5/9/2024 | Pacific Ridge Capital Partners LLC | 1,031,478 | $2.45M | 0.5% | -2.2% | 2.343% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 120,500 | $286K | 0.1% | +129.1% | 0.274% | |
2/14/2024 | Ranger Investment Management L.P. | 223,794 | $454K | 0.0% | -69.2% | 0.508% | |
2/12/2024 | Pacific Ridge Capital Partners LLC | 1,054,481 | $2.14M | 0.4% | +4.2% | 2.395% | |
2/8/2024 | Essex Investment Management Co. LLC | 183,369 | $372K | 0.1% | -26.7% | 0.416% | |
2/7/2024 | Ieq Capital LLC | 30,414 | $62K | 0.0% | N/A | 0.069% | |
2/5/2024 | Victory Capital Management Inc. | 30,885 | $63K | 0.0% | +49.4% | 0.070% | |
2/5/2024 | Russell Investments Group Ltd. | 446,806 | $907K | 0.0% | +2.4% | 1.015% | |
2/1/2024 | Cutter & CO Brokerage Inc. | 52,600 | $107K | 0.0% | +64.4% | 0.119% | |
1/26/2024 | Sequoia Financial Advisors LLC | 380,000 | $771K | 0.0% | +2.7% | 0.863% | |
1/24/2024 | Stratos Wealth Partners LTD. | 109,393 | $222K | 0.0% | -7.1% | 0.248% | |
11/15/2023 | Ranger Investment Management L.P. | 726,121 | $1.46M | 0.1% | -5.4% | 1.951% | |
11/15/2023 | Mak Capital One LLC | 628,809 | $1.26M | 0.2% | +19.1% | 1.690% | |
11/14/2023 | Manatuck Hill Partners LLC | 2,359,606 | $4.74M | 2.2% | -4.1% | 6.341% | |
11/14/2023 | AWM Investment Company Inc. | 5,749,544 | $11.56M | 1.7% | +32.2% | 15.452% | |
11/14/2023 | B. Riley Asset Management LLC | 324,093 | $651K | 0.3% | N/A | 0.871% | |
11/13/2023 | Herald Investment Management Ltd | 750,000 | $1.51M | 0.3% | N/A | 2.016% | |
11/13/2023 | Pacific Ridge Capital Partners LLC | 1,011,778 | $2.03M | 0.5% | N/A | 2.719% | |
11/9/2023 | Essex Investment Management Co. LLC | 250,046 | $503K | 0.1% | -5.4% | 0.672% | |
11/8/2023 | Sequoia Financial Advisors LLC | 370,000 | $744K | 0.0% | +15.6% | 0.994% | |
10/24/2023 | Trellus Management Company LLC | 60,000 | $121K | 0.2% | N/A | 0.161% | |
10/24/2023 | Stratos Wealth Partners LTD. | 117,777 | $237K | 0.0% | N/A | 0.317% | |
10/24/2023 | Capital Advisors Inc. OK | 65,955 | $133K | 0.0% | -25.1% | 0.177% | |
10/12/2023 | Legato Capital Management LLC | 13,990 | $28K | 0.0% | -35.8% | 0.038% | |
8/15/2023 | Ranger Investment Management L.P. | 767,187 | $2.00M | 0.1% | +2.4% | 2.063% | |
8/14/2023 | Mak Capital One LLC | 527,988 | $1.37M | 0.3% | +1.2% | 1.420% | |
8/14/2023 | Caption Management LLC | 36,000 | $94K | 0.0% | N/A | 0.097% | |
8/14/2023 | Parallax Volatility Advisers L.P. | 10,193 | $27K | 0.0% | -70.7% | 0.027% | |
8/10/2023 | Russell Investments Group Ltd. | 443,475 | $1.15M | 0.0% | -1.1% | 1.199% | |
8/8/2023 | Sequoia Financial Advisors LLC | 320,000 | $832K | 0.0% | N/A | 0.865% | |
8/8/2023 | Orion Capital Management LLC | 13,900 | $36K | 0.0% | N/A | 0.038% | |
8/7/2023 | Royce & Associates LP | 775,653 | $2.02M | 0.0% | -30.0% | 2.097% | |
5/23/2023 | Royce & Associates LP | 1,108,389 | $3.27M | 0.0% | +2.0% | 2.997% | |
5/9/2023 | Russell Investments Group Ltd. | 448,497 | $1.32M | 0.0% | -2.7% | 1.220% | |
5/5/2023 | Ranger Investment Management L.P. | 749,053 | $2.21M | 0.1% | -1.3% | 2.038% | |
5/4/2023 | Royce & Associates LP | 1,108,389 | $3.27M | 0.0% | +2.0% | 3.016% | |
5/3/2023 | Integrated Wealth Concepts LLC | 11,700 | $35K | 0.0% | N/A | 0.032% | |
4/19/2023 | Capital Advisors Inc. OK | 88,000 | $260K | 0.0% | N/A | 0.239% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 22,560 | $67K | 0.0% | N/A | 0.061% | |
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 |
2/8/2023 | Russell Investments Group Ltd. | 460,918 | $1.71M | 0.0% | -17.8% | 1.255% | |
2/3/2023 | Essex Investment Management Co. LLC | 258,201 | $955K | 0.1% | +17.6% | 0.703% | |
2/1/2023 | Legato Capital Management LLC | 21,803 | $81K | 0.0% | N/A | 0.059% | |
11/15/2022 | Mak Capital One LLC | 517,852 | $1.43M | 0.3% | -12.4% | 1.415% | |
11/15/2022 | Essex Investment Management Co. LLC | 219,616 | $608K | 0.1% | -6.4% | 0.600% | |
11/3/2022 | Royce & Associates LP | 1,193,493 | $3.31M | 0.0% | -5.2% | 3.261% | |
10/17/2022 | Peterson Wealth Advisors LLC | 71,224 | $197K | 0.1% | N/A | 0.195% | |
8/15/2022 | Mak Capital One LLC | 591,092 | $1.92M | 0.4% | +23.2% | 1.616% | |
8/10/2022 | MTM Investment Management LLC | 10,037 | $33K | 0.0% | N/A | 0.027% | |
8/4/2022 | Royce & Associates LP | 1,259,493 | $4.09M | 0.0% | -2.4% | 3.443% | |