7/24/2025 | Conning Inc. | 398 | $213K | 0.0% | N/A | 0.000% | |
7/24/2025 | Inspire Investing LLC | 8,462 | $4.54M | 0.5% | -37.7% | 0.011% | |
7/24/2025 | Villere ST Denis J & Co. LLC | 56,241 | $30.16M | 2.9% | -10.5% | 0.070% | |
7/24/2025 | Aberdeen Group plc | 92,637 | $49.69M | 0.1% | +2.8% | 0.115% | |
7/24/2025 | Blue Zone Wealth Advisors LLC | 11,857 | $6.36M | 1.6% | +4.9% | 0.015% | |
7/24/2025 | PDS Planning Inc | 977 | $524K | 0.0% | +52.4% | 0.001% | |
7/24/2025 | Blue Trust Inc. | 177 | $95K | 0.0% | +14.2% | 0.000% | |
7/24/2025 | L. Roy Papp & Associates LLP | 570 | $306K | 0.0% | -8.1% | 0.001% | |
7/24/2025 | IFP Advisors Inc | 592 | $318K | 0.0% | -31.6% | 0.001% | |
7/24/2025 | Callan Family Office LLC | 2,486 | $1.33M | 0.0% | +354.5% | 0.003% | |
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7/24/2025 | Blair William & Co. IL | 1,080,505 | $579.52M | 1.6% | -0.9% | 1.344% | |
7/24/2025 | Live Oak Investment Partners | 1,364 | $732K | 0.6% | N/A | 0.002% | |
7/24/2025 | US Bancorp DE | 15,115 | $8.11M | 0.0% | -6.6% | 0.019% | |
7/23/2025 | Tectonic Advisors LLC | 907 | $486K | 0.0% | N/A | 0.001% | |
7/23/2025 | Values Added Financial LLC | 373 | $200K | 0.1% | N/A | 0.000% | |
7/23/2025 | Trifecta Capital Advisors LLC | 405 | $217K | 0.0% | -33.1% | 0.001% | |
7/23/2025 | Vontobel Holding Ltd. | 413,534 | $221.80M | 0.7% | -9.4% | 0.514% | |
7/23/2025 | Maryland State Retirement & Pension System | 3,922 | $2.10M | 0.0% | +3.2% | 0.005% | |
7/23/2025 | WoodTrust Financial Corp | 12,619 | $6.77M | 0.8% | N/A | 0.016% | |
7/23/2025 | Louisiana State Employees Retirement System | 10,100 | $5.42M | 0.1% | -1.9% | 0.013% | |
7/23/2025 | Cortland Associates Inc. MO | 5,675 | $3.04M | 0.4% | -0.3% | 0.007% | |
7/23/2025 | Sax Wealth Advisors LLC | 1,528 | $820K | 0.0% | +11.5% | 0.002% | |
7/23/2025 | Venturi Wealth Management LLC | 1,175 | $630K | 0.0% | N/A | 0.001% | |
7/23/2025 | Shell Asset Management Co. | 3,777 | $2.03M | 0.1% | +122.6% | 0.005% | |
7/23/2025 | HTG Investment Advisors Inc. | 404 | $217K | 0.1% | N/A | 0.001% | |
7/23/2025 | KLP Kapitalforvaltning AS | 39,600 | $21.24M | 0.1% | +3.1% | 0.049% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 3,912 | $2.10M | 0.0% | -3.4% | 0.005% | |
7/22/2025 | Eads & Heald Wealth Management | 2,645 | $1.42M | 0.7% | +10.8% | 0.003% | |
7/22/2025 | PUREfi Wealth LLC | 381 | $204K | 0.2% | N/A | 0.000% | |
7/22/2025 | Valeo Financial Advisors LLC | 406 | $218K | 0.0% | N/A | 0.001% | |
7/22/2025 | Vantage Investment Partners LLC | 64,765 | $34.74M | 2.5% | +21.7% | 0.081% | |
7/22/2025 | DAVENPORT & Co LLC | 6,349 | $3.41M | 0.0% | -6.5% | 0.008% | |
7/22/2025 | Marks Group Wealth Management Inc | 11,940 | $6.40M | 0.6% | +0.9% | 0.015% | |
7/22/2025 | Grimes & Company Inc. | 4,468 | $2.40M | 0.1% | -0.8% | 0.006% | |
7/22/2025 | Three Bridge Wealth Advisors LLC | 454 | $243K | 0.1% | N/A | 0.001% | |
7/22/2025 | Keudell Morrison Wealth Management | 388 | $208K | 0.0% | N/A | 0.000% | |
7/22/2025 | Simplicity Wealth LLC | 374 | $201K | 0.0% | N/A | 0.000% | |
7/22/2025 | OLD National Bancorp IN | 427 | $229K | 0.0% | N/A | 0.001% | |
7/22/2025 | Kraematon Investment Advisors Inc. | 5,242 | $2.81M | 2.7% | -3.0% | 0.007% | |
7/22/2025 | Clarius Group LLC | 665 | $357K | 0.0% | -14.9% | 0.001% | |
Google did what!?!? (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 |
7/22/2025 | Oak Hill Wealth Advisors LLC | 700 | $377K | 0.1% | N/A | 0.001% | |
7/22/2025 | AMF Tjanstepension AB | 24,325 | $13.05M | 0.1% | N/A | 0.030% | |
7/22/2025 | LGT Fund Management Co Ltd. | 550 | $295K | 0.0% | -6.8% | 0.001% | |
7/21/2025 | QRG Capital Management Inc. | 1,561 | $837K | 0.0% | -24.2% | 0.002% | |
7/21/2025 | Franklin Street Advisors Inc. NC | 35,131 | $18.84M | 1.2% | +10.1% | 0.044% | |
7/21/2025 | Stock Yards Bank & Trust Co. | 3,135 | $1.68M | 0.1% | -2.0% | 0.004% | |
7/21/2025 | Ascent Group LLC | 614 | $329K | 0.0% | -14.4% | 0.001% | |
7/21/2025 | Ameritas Advisory Services LLC | 67 | $36K | 0.0% | N/A | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 381 | $204K | 0.0% | N/A | 0.000% | |
7/21/2025 | Triad Wealth Partners LLC | 869 | $466K | 0.1% | +20.2% | 0.001% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 32,304 | $17.33M | 0.1% | -3.5% | 0.040% | |
7/21/2025 | J. Safra Sarasin Holding AG | 3,610 | $1.94M | 0.0% | +74.2% | 0.004% | |
7/21/2025 | Kennebec Savings Bank | 239 | $128K | 0.1% | -9.5% | 0.000% | |
7/21/2025 | Platinum Investment Management Ltd. | 3,500 | $1.88M | 0.1% | N/A | 0.004% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 207,228 | $111.15M | 0.2% | +39.8% | 0.258% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 3,549 | $1.90M | 0.5% | -6.8% | 0.004% | |
7/18/2025 | Heritage Financial Services LLC | 411 | $220K | 0.0% | N/A | 0.001% | |
7/18/2025 | Madrona Financial Services LLC | 417 | $224K | 0.1% | N/A | 0.001% | |
7/18/2025 | Ninety One SA PTY Ltd | 6,222 | $3.34M | 0.5% | +3.6% | 0.008% | |
7/18/2025 | Ninety One UK Ltd | 57,928 | $31.07M | 0.1% | -10.3% | 0.072% | |
7/18/2025 | Pacific Point Advisors LLC | 3,636 | $1.95M | 1.1% | +5.2% | 0.005% | |
7/18/2025 | Childress Capital Advisors LLC | 5,621 | $3.02M | 0.8% | -0.9% | 0.007% | |
7/18/2025 | Institute for Wealth Management LLC. | 408 | $219K | 0.0% | N/A | 0.001% | |
7/18/2025 | Truist Financial Corp | 26,454 | $14.19M | 0.0% | -1.2% | 0.033% | |
7/18/2025 | Union Bancaire Privee UBP SA | 578 | $305K | 0.0% | -70.4% | 0.001% | |
7/17/2025 | Chicago Capital LLC | 86,322 | $46.30M | 1.1% | -1.1% | 0.107% | |
7/17/2025 | Greenleaf Trust | 1,600 | $858K | 0.0% | -10.7% | 0.002% | |
7/17/2025 | Bennett Selby Investments LP | 876 | $470K | 0.2% | +14.2% | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 3,622 | $1.94M | 0.0% | -5.3% | 0.005% | |
7/17/2025 | Janney Montgomery Scott LLC | 35,327 | $18.95M | 0.0% | -19.3% | 0.044% | |
7/17/2025 | Taylor Frigon Capital Management LLC | 4,692 | $2.52M | 1.3% | -6.7% | 0.006% | |
7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1,368 | $734K | 0.2% | -3.7% | 0.002% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 511 | $274K | 0.0% | -11.9% | 0.001% | |
7/17/2025 | GC Wealth Management RIA LLC | 964 | $517K | 0.0% | N/A | 0.001% | |
7/17/2025 | City Holding Co. | 245 | $131K | 0.0% | -10.6% | 0.000% | |
7/17/2025 | Symmetry Partners LLC | 496 | $266K | 0.0% | N/A | 0.001% | |
7/17/2025 | WD Rutherford LLC | 964 | $517K | 0.2% | -8.2% | 0.001% | |
7/16/2025 | ORG Wealth Partners LLC | 504 | $273K | 0.1% | N/A | 0.001% | |
7/16/2025 | Signaturefd LLC | 1,364 | $731K | 0.0% | -3.7% | 0.002% | |
7/16/2025 | State of Alaska Department of Revenue | 9,032 | $4.84M | 0.1% | -5.8% | 0.011% | |
7/16/2025 | Old Port Advisors | 5,361 | $2.88M | 0.8% | +34.5% | 0.007% | |
7/16/2025 | Patton Fund Management Inc. | 502 | $269K | 0.2% | N/A | 0.001% | |
7/16/2025 | ST Germain D J Co. Inc. | 473 | $254K | 0.0% | +158.5% | 0.001% | |
7/16/2025 | Novem Group | 2,155 | $1.16M | 0.1% | -21.5% | 0.003% | |
7/16/2025 | CX Institutional | 648 | $348K | 0.0% | +26.3% | 0.001% | |
7/16/2025 | Congress Asset Management Co. | 2,524 | $1.35M | 0.0% | -1.7% | 0.003% | |
7/16/2025 | Hartford Investment Management Co. | 4,850 | $2.60M | 0.1% | -3.1% | 0.006% | |
7/16/2025 | Banque Pictet & Cie SA | 2,200 | $1.18M | 0.0% | -14.7% | 0.003% | |
7/16/2025 | Dakota Wealth Management | 2,228 | $1.20M | 0.0% | +53.7% | 0.003% | |
7/16/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 6,051 | $3.25M | 0.1% | +2,837.4% | 0.008% | |
Google did what!?!? (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 |
7/16/2025 | Perigon Wealth Management LLC | 1,458 | $782K | 0.0% | +3.2% | 0.002% | |
7/16/2025 | Castleview Partners LLC | 501 | $269K | 0.2% | N/A | 0.001% | |
7/15/2025 | Penn Davis Mcfarland Inc. | 761 | $408K | 0.0% | -4.9% | 0.001% | |
7/15/2025 | Beacon Investment Advisory Services Inc. | 48,625 | $26.08M | 1.2% | -25.5% | 0.060% | |
7/15/2025 | Riverbridge Partners LLC | 99,330 | $53.28M | 0.9% | -3.1% | 0.124% | |
7/15/2025 | Genesis Wealth Advisors LLC | 400 | $215K | 0.2% | N/A | 0.000% | |
7/15/2025 | Retireful LLC | 537 | $288K | 0.2% | N/A | 0.001% | |
7/15/2025 | TD Private Client Wealth LLC | 225 | $121K | 0.0% | +57.3% | 0.000% | |
7/15/2025 | Mather Group LLC. | 1,462 | $784K | 0.0% | +92.4% | 0.002% | |
7/15/2025 | Pine Haven Investment Counsel Inc | 1,205 | $646K | 0.5% | +4.3% | 0.001% | |