| 10/17/2026 | SteelPeak Wealth LLC | 2,818 | $777K | 0.0% | -94.5% | 0.001% | |
| 10/17/2026 | Robertson Stephens Wealth Management LLC | 1,096 | $302K | 0.0% | N/A | 0.000% | |
| 10/17/2026 | Frank Rimerman Advisors LLC | 4,451 | $1.23M | 0.1% | +94.1% | 0.002% | |
| 10/17/2026 | Birch Hill Investment Advisors LLC | 930 | $256K | 0.0% | -56.0% | 0.000% | |
| 10/17/2026 | Gemmer Asset Management LLC | 2,304 | $635K | 0.0% | -3.7% | 0.001% | |
| 10/17/2026 | Kintegral Advisory LLC | 10,711 | $2.95M | 0.2% | +0.6% | 0.004% | |
| 10/16/2026 | McKinley Carter Wealth Services Inc. | 2,148 | $592K | 0.0% | -22.3% | 0.001% | |
| 10/16/2026 | Vontobel Holding Ltd. | 74,271 | $20.48M | 0.1% | -88.9% | 0.028% | |
| 10/16/2026 | Mosley Wealth Management | 1,640 | $452K | 0.1% | +59.8% | 0.001% | |
| 10/16/2026 | TD Waterhouse Canada Inc. | 28,149 | $7.96M | 0.0% | +24.0% | 0.011% | |
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| 10/16/2026 | Stronghold Wealth Management L.L.C. | 882 | $243K | 0.4% | N/A | 0.000% | |
| 10/16/2026 | James T. Borello RIA | 108 | $30K | 0.0% | +350.0% | 0.000% | |
| 10/16/2026 | Cyndeo Wealth Partners LLC | 1,061 | $293K | 0.0% | -88.2% | 0.000% | |
| 10/16/2026 | Aspiriant LLC | 1,000 | $276K | 0.0% | +29.5% | 0.000% | |
| 10/16/2026 | Pension & Wealth Management Advisors Inc. | 120 | $33K | 0.0% | +900.0% | 0.000% | |
| 10/16/2026 | Howard Capital Management LLC | 7,822 | $2.16M | 0.0% | -23.6% | 0.003% | |
| 10/16/2026 | Annex Advisory Services LLC | 59,519 | $16.41M | 0.3% | N/A | 0.022% | |
| 10/16/2026 | Andrews Advisory Associates LLC | 1,841 | $507K | 0.2% | +32.4% | 0.001% | |
| 10/15/2026 | V Square Quantitative Management LLC | 9,148 | $2.52M | 0.2% | +3.3% | 0.003% | |
| 10/15/2026 | Barlow Wealth Partners LLC | 911 | $264K | 0.0% | -97.8% | 0.000% | |
| 10/15/2026 | Assenagon Asset Management S.A. | 35,889 | $9.90M | 0.0% | -69.6% | 0.013% | |
| 10/15/2026 | RDA Financial Network | 4,546 | $1.25M | 0.3% | +3.6% | 0.002% | |
| 10/15/2026 | Ninety One UK Ltd | 2,343,602 | $646.16M | 1.5% | -1.0% | 0.877% | |
| 10/15/2026 | Ninety One SA Pty Ltd | 31,118 | $8.58M | 0.4% | -5.1% | 0.012% | |
| 10/15/2026 | State of Alaska Department of Revenue | 32,019 | $8.83M | 0.1% | -3.6% | 0.012% | |
| 10/15/2026 | TT Capital Management LLC | 890 | $245K | 0.1% | N/A | 0.000% | |
| 10/15/2026 | Chiron Capital Management LLC | 1,200 | $331K | 0.3% | +50.0% | 0.000% | |
| 10/15/2026 | Ninety One North America Inc. | 161,536 | $44.54M | 2.3% | -6.2% | 0.060% | |
| 10/15/2026 | Turtle Creek Wealth Advisors LLC | 2,952 | $814K | 0.0% | -8.8% | 0.001% | |
| 10/15/2026 | Curated Wealth Partners LLC | 3,459 | $954K | 0.1% | -97.2% | 0.001% | |
| 10/15/2026 | WealthPlan Investment Management LLC | 1,018 | $281K | 0.0% | +21.5% | 0.000% | |
| 10/15/2026 | Nvwm LLC | 157 | $43K | 0.0% | +1,107.7% | 0.000% | |
| 10/15/2026 | HBW Advisory Services LLC | 4,136 | $1.14M | 0.1% | +144.7% | 0.002% | |
| 10/15/2026 | Martin Capital Advisors LLP | 5,842 | $1.61M | 0.9% | -1.3% | 0.002% | |
| 10/15/2026 | William Allan Corp | 4,484 | $1.24M | 0.7% | +8.5% | 0.002% | |
| 10/15/2026 | Mather Group LLC. | 3,164 | $872K | 0.0% | +115.5% | 0.001% | |
| 10/15/2026 | Fortitude Family Office LLC | 624 | $172K | 0.0% | +940.0% | 0.000% | |
| 10/15/2026 | Weil Company Inc. | 8,969 | $2.47M | 0.4% | +12.9% | 0.003% | |
| 10/14/2026 | Financial Planning Navigators CORP | 750 | $207K | 0.1% | -8.4% | 0.000% | |
| 10/14/2026 | Triumph Capital Management | 549 | $151K | 0.0% | +15.3% | 0.000% | |
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| 10/14/2026 | Sanders Morris Harris LLC | 4,271 | $1.18M | 0.2% | N/A | 0.002% | |
| 10/14/2026 | Waycross Investment Management Co | 3,826 | $1.06M | 0.9% | -1.5% | 0.001% | |
| 10/14/2026 | First Citizens Bank & Trust Co. | 5,304 | $1.46M | 0.0% | +174.5% | 0.002% | |
| 10/14/2026 | Focus Financial Network Inc. | 1,463 | $403K | 0.0% | +6.0% | 0.001% | |
| 10/14/2026 | Roberts Wealth Advisors LLC | 8,218 | $2.27M | 0.5% | -1.9% | 0.003% | |
| 10/14/2026 | Cohen Capital Management Inc. | 5,117 | $1.41M | 0.2% | -44.2% | 0.002% | |
| 10/14/2026 | Salem Investment Counselors Inc. | 11,532 | $3.18M | 0.1% | +2.0% | 0.004% | |
| 10/14/2026 | Ulland Investment Advisors LLC | 1,821 | $502K | 0.4% | +3.7% | 0.001% | |
| 10/14/2026 | Copeland Capital Management LLC | 2,358 | $650K | 0.0% | +2,043.6% | 0.001% | |
| 10/14/2026 | B. Riley Wealth Advisors Inc. | 958 | $264K | 0.0% | +27.1% | 0.000% | |
| 10/14/2026 | Krilogy Financial LLC | 5,663 | $1.73M | 0.0% | +54.3% | 0.002% | |
| 10/13/2026 | Forvis Mazars Wealth Advisors LLC | 3,405 | $939K | 0.0% | +1.2% | 0.001% | |
| 10/13/2026 | Financial Planning Hawaii Inc. | 1,564 | $431K | 0.2% | +32.1% | 0.001% | |
| 10/13/2026 | McGlone Suttner Wealth Management Inc. | 813 | $224K | 0.0% | N/A | 0.000% | |
| 10/13/2026 | Worthington Financial Partners LLC | 1,391 | $383K | 0.3% | +4.4% | 0.001% | |
| 10/13/2026 | Fragasso Financial Advisors Inc | 825 | $250K | 0.0% | N/A | 0.000% | |
| 10/13/2026 | Stegent Equity Advisors Inc. | 729 | $201K | 0.2% | N/A | 0.000% | |
| 10/13/2026 | NorthCrest Asset Manangement LLC | 73,452 | $22.32M | 0.5% | +2.6% | 0.027% | |
| 10/13/2026 | Avior Wealth Management LLC | 1,131 | $312K | 0.0% | +8.9% | 0.000% | |
| 10/13/2026 | Baldwin Wealth Partners LLC MA | 732 | $202K | 0.0% | -6.4% | 0.000% | |
| 10/13/2026 | Perpetual Ltd | 6,808 | $1.88M | 0.0% | +50.9% | 0.003% | |
| 10/10/2026 | Jacobs & Co. CA | 14,184 | $3.91M | 0.4% | -2.1% | 0.005% | |
| 10/10/2026 | Schaper Benz & Wise Investment Counsel Inc. WI | 52,782 | $14.55M | 0.9% | +13.0% | 0.020% | |
| 10/9/2026 | Bullock Wealth Management Group | 129 | $36K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | Riversedge Advisors LLC | 1,224 | $337K | 0.0% | N/A | 0.000% | |
| 10/9/2026 | Wedmont Private Capital | 7,671 | $2.33M | 0.1% | +14.6% | 0.003% | |
| 10/9/2026 | Central Bank & Trust Co. | 8,027 | $2.21M | 0.3% | -7.1% | 0.003% | |
| 10/9/2026 | Douglas Lane & Associates LLC | 130,877 | $36.08M | 0.4% | +24.8% | 0.049% | |
| 10/9/2026 | Breakwater Capital Group | 798 | $220K | 0.0% | -6.9% | 0.000% | |
| 10/9/2026 | LifeGoal Investments LLC | 1,975 | $545K | 0.2% | +9.6% | 0.001% | |
| 10/9/2026 | Prota Financial LLC | 2,049 | $579K | 0.4% | -1.8% | 0.001% | |
| 10/9/2026 | GAMMA Investing LLC | 5,989 | $1.65M | 0.1% | +16.7% | 0.002% | |
| 10/9/2026 | Allen Mooney & Barnes Investment Advisors LLC | 32,640 | $9.00M | 1.3% | +4.5% | 0.012% | |
| 10/8/2026 | Grove Bank & Trust | 675 | $186K | 0.0% | -16.0% | 0.000% | |
| 10/8/2026 | Farther Finance Advisors LLC | 9,290 | $2.56M | 0.0% | +21.0% | 0.003% | |
| 10/8/2026 | CoreCap Advisors LLC | 613 | $169K | 0.0% | +103.7% | 0.000% | |
| 10/8/2026 | YHB Investment Advisors Inc. | 16,993 | $4.69M | 0.3% | -12.2% | 0.006% | |
| 10/8/2026 | Everhart Financial Group Inc. | 1,244 | $343K | 0.0% | +47.4% | 0.000% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 1,356 | $374K | 0.0% | -24.3% | 0.001% | |
| 10/8/2026 | Veery Capital LLC | 812 | $224K | 0.1% | N/A | 0.000% | |
| 10/8/2026 | Applied Capital LLC FL | 2,942 | $811K | 0.3% | +4.7% | 0.001% | |
| 10/8/2026 | Red Spruce Capital LLC | 800 | $221K | 0.1% | -50.6% | 0.000% | |
| 10/7/2026 | Cooper Financial Group | 2,920 | $805K | 0.1% | -28.7% | 0.001% | |
| 10/7/2026 | Bath Savings Trust Co | 44,676 | $12.32M | 1.3% | -7.1% | 0.017% | |
| 10/7/2026 | Investors Research Corp | 1,132 | $312K | 0.1% | +5.1% | 0.000% | |
| 10/7/2026 | Wealth Enhancement Trust Services Inc. | 6,520 | $1.80M | 0.2% | +2.7% | 0.002% | |
| 10/7/2026 | PFW Advisors LLC | 1,736 | $479K | 0.1% | N/A | 0.001% | |
| 10/7/2026 | American National Bank & Trust | 1,347 | $371K | 0.0% | -17.2% | 0.001% | |
| 10/5/2026 | Rosenberg Matthew Hamilton | 255 | $70K | 0.0% | -40.7% | 0.000% | |
| 10/5/2026 | Ridgewood Investments LLC | 3,013 | $831K | 0.3% | +6.8% | 0.001% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 10/5/2026 | Kennon Green & Company LLC | 1,051 | $290K | 0.2% | -52.8% | 0.000% | |
| 10/5/2026 | Baker Tilly Wealth Management LLC | 1,049 | $289K | 0.1% | +14.0% | 0.000% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 13,736 | $3.79M | 0.0% | +0.4% | 0.005% | |
| 10/5/2026 | Eastern Bank | 1,435 | $396K | 0.0% | +15.7% | 0.001% | |
| 10/5/2026 | Rockland Trust Co. | 82,444 | $22.73M | 0.9% | +8.7% | 0.031% | |
| 10/5/2026 | MassMutual Private Wealth & Trust FSB | 1,091 | $301K | 0.0% | +30.7% | 0.000% | |
| 10/2/2026 | Boltwood Capital Management | 814 | $224K | 0.1% | -20.0% | 0.000% | |
| 10/2/2026 | CX Institutional | 48,926 | $13.49M | 0.4% | +2,520.6% | 0.018% | |
| 10/2/2026 | Versant Capital Management Inc | 1,845 | $509K | 0.0% | -28.8% | 0.001% | |
| 10/1/2026 | First Financial Bank Trust Division | 6,704 | $1.85M | 0.1% | +1.4% | 0.003% | |