5/16/2025 | Ascent Group LLC | 10,285 | $80K | 0.0% | N/A | 0.047% | |
5/15/2025 | Chiron Capital Management LLC | 24,523 | $191K | 0.2% | -8.7% | 0.113% | |
5/15/2025 | Baird Financial Group Inc. | 30,120 | $235K | 0.0% | -8.8% | 0.139% | |
5/15/2025 | Trexquant Investment LP | 23,885 | $186K | 0.0% | N/A | 0.110% | |
5/14/2025 | MAS Advisors LLC | 39,230 | $306K | 0.5% | +33.1% | 0.181% | |
5/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 102,236 | $797K | 0.0% | +2.9% | 0.472% | |
5/13/2025 | Ethos Financial Group LLC | 36,802 | $287K | 0.0% | N/A | 0.170% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 81,584 | $636K | 0.0% | -38.1% | 0.377% | |
5/13/2025 | HighTower Advisors LLC | 199,728 | $1.56M | 0.0% | -4.0% | 0.922% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 20,432 | $159K | 0.0% | -9.5% | 0.094% | |
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5/12/2025 | Pandora Wealth Inc. | 14,500 | $113K | 0.1% | N/A | 0.067% | |
5/12/2025 | Connor Clark & Lunn Investment Management Ltd. | 72,029 | $562K | 0.0% | -35.9% | 0.332% | |
5/9/2025 | Atria Wealth Solutions Inc. | 46,370 | $362K | 0.0% | -13.7% | 0.214% | |
5/9/2025 | Blair William & Co. IL | 421,503 | $3.29M | 0.0% | -1.6% | 1.945% | |
5/7/2025 | HB Wealth Management LLC | 58,414 | $456K | 0.0% | +3.2% | 0.270% | |
4/30/2025 | Cerity Partners LLC | 41,608 | $325K | 0.0% | -20.5% | 0.192% | |
4/24/2025 | Sunbelt Securities Inc. | 75,038 | $585K | 0.1% | +59.3% | 0.346% | |
4/23/2025 | Sequoia Financial Advisors LLC | 27,000 | $211K | 0.0% | N/A | 0.125% | |
4/23/2025 | LaFleur & Godfrey LLC | 108,910 | $849K | 0.1% | +68.0% | 0.503% | |
4/17/2025 | Ritholtz Wealth Management | 40,022 | $312K | 0.0% | +8.5% | 0.185% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,821 | $84K | 0.0% | N/A | 0.050% | |
2/18/2025 | Sunbelt Securities Inc. | 47,118 | $390K | 0.0% | +308.3% | 0.217% | |
2/17/2025 | Two Sigma Investments LP | 134,924 | $1.15M | 0.0% | +6.0% | 0.623% | |
2/17/2025 | Two Sigma Advisers LP | 181,700 | $1.54M | 0.0% | +13.7% | 0.838% | |
2/17/2025 | Millennium Management LLC | 50,915 | $433K | 0.0% | +71.3% | 0.235% | |
2/17/2025 | Focus Partners Wealth | 37,936 | $322K | 0.0% | N/A | 0.175% | |
2/17/2025 | Ameriprise Financial Inc. | 13,278 | $113K | 0.0% | -13.4% | 0.061% | |
2/14/2025 | Virtus ETF Advisers LLC | 60,862 | $517K | 0.2% | +6.7% | 0.281% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 131,793 | $1.12M | 0.0% | -29.7% | 0.608% | |
2/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 99,400 | $845K | 0.0% | +2.2% | 0.459% | |
2/13/2025 | CANADA LIFE ASSURANCE Co | 16,915 | $144K | 0.0% | -8.3% | 0.078% | |
2/13/2025 | Marshall Wace LLP | 51,711 | $440K | 0.0% | N/A | 0.239% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 36,276 | $308K | 0.1% | +39.5% | 0.167% | |
2/13/2025 | Raymond James Financial Inc. | 83,796 | $712K | 0.0% | N/A | 0.387% | |
2/13/2025 | Cerity Partners LLC | 52,337 | $445K | 0.0% | +4.0% | 0.242% | |
2/13/2025 | Envestnet Asset Management Inc. | 12,688 | $108K | 0.0% | +13.3% | 0.059% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 67,060 | $570K | 0.0% | +2.3% | 0.309% | |
2/12/2025 | CIBC Private Wealth Group LLC | 10,854 | $92K | 0.0% | +166.0% | 0.050% | |
2/12/2025 | Blair William & Co. IL | 428,187 | $3.64M | 0.0% | +0.4% | 1.976% | |
2/11/2025 | LPL Financial LLC | 18,883 | $161K | 0.0% | -6.8% | 0.087% | |
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad) Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents.
With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside. Get the name of Buffett’s likely gold target here |
2/11/2025 | Fiduciary Group LLC | 37,000 | $314K | 0.0% | +5.7% | 0.171% | |
2/10/2025 | Commonwealth Equity Services LLC | 133,591 | $1.14M | 0.0% | -0.9% | 0.616% | |
2/10/2025 | Connor Clark & Lunn Investment Management Ltd. | 112,356 | $955K | 0.0% | -11.4% | 0.518% | |
2/7/2025 | HighTower Advisors LLC | 208,083 | $1.77M | 0.0% | -12.3% | 0.960% | |
2/6/2025 | Lindbrook Capital LLC | 15,000 | $128K | 0.0% | -14.3% | 0.069% | |
2/6/2025 | Raymond James Financial Inc. | 83,796 | $712K | 0.0% | N/A | 0.387% | |
2/6/2025 | Schechter Investment Advisors LLC | 82,412 | $701K | 0.1% | -49.9% | 0.380% | |
2/5/2025 | Oppenheimer & Co. Inc. | 36,474 | $310K | 0.0% | +84.4% | 0.168% | |
1/31/2025 | Truist Financial Corp | 15,755 | $134K | 0.0% | -21.0% | 0.073% | |
1/30/2025 | Strategic Financial Concepts LLC | 17,000 | $144K | 0.0% | N/A | 0.000% | |
1/28/2025 | Stephens Inc. AR | 11,609 | $99K | 0.0% | -26.6% | 0.000% | |
1/28/2025 | Strategic Financial Concepts LLC | 17,000 | $144K | 0.0% | N/A | 0.078% | |
1/24/2025 | Magnolia Capital Advisors LLC | 102,555 | $872K | 0.4% | +1.9% | 0.473% | |
1/17/2025 | Janney Montgomery Scott LLC | 22,161 | $188K | 0.0% | -16.1% | 0.000% | |
1/16/2025 | Aspiriant LLC | 13,000 | $110K | 0.0% | +18.2% | 0.000% | |
1/16/2025 | LaFleur & Godfrey LLC | 64,810 | $551K | 0.1% | +197.3% | 0.299% | |
1/15/2025 | HB Wealth Management LLC | 56,600 | $481K | 0.0% | +3.0% | 0.261% | |
1/15/2025 | Ritholtz Wealth Management | 36,882 | $313K | 0.0% | +8.2% | 0.170% | |
1/8/2025 | International Assets Investment Management LLC | 34,302 | $296K | 0.0% | -84.5% | 0.158% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 26,006 | $210K | 0.1% | N/A | 0.120% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 26,006 | $210K | 0.1% | N/A | 0.000% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 22,574 | $182K | 0.0% | -7.9% | 0.000% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 126,773 | $1.02M | 0.0% | -12.5% | 0.585% | |
10/22/2024 | International Assets Investment Management LLC | 220,600 | $1.78M | 0.0% | +708.0% | 1.018% | |
10/22/2024 | Private Advisor Group LLC | 12,846 | $104K | 0.0% | N/A | 0.059% | |
10/10/2024 | Ritholtz Wealth Management | 34,079 | $275K | 0.0% | -15.6% | 0.157% | |
8/16/2024 | Magnolia Capital Advisors LLC | 412,358 | $3.14M | 0.1% | N/A | 1.903% | |
8/8/2024 | Fiduciary Group LLC | 33,500 | $255K | 0.0% | -24.7% | 0.155% | |
8/1/2024 | Ritholtz Wealth Management | 40,394 | $307K | 0.0% | +162.7% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 138,069 | $1.05M | 0.0% | +2.8% | 0.000% | |
7/31/2024 | Rothschild Investment LLC | 10,000 | $76K | 0.0% | N/A | 0.000% | |
7/27/2024 | HB Wealth Management LLC | 53,323 | $406K | 0.0% | +6.7% | 0.000% | |
5/15/2024 | Quadrature Capital Ltd | 45,402 | $327K | 0.0% | N/A | 0.000% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 19,938 | $143K | 0.0% | +16.8% | 0.092% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 33,917 | $244K | 0.0% | +40.6% | 0.157% | |
5/11/2024 | MAS Advisors LLC | 27,727 | $200K | 0.2% | +134.5% | 0.000% | |
5/11/2024 | Chiron Capital Management LLC | 36,124 | $260K | 0.2% | -53.3% | 0.000% | |
5/9/2024 | Blair William & Co. IL | 424,440 | $3.06M | 0.0% | -1.6% | 1.959% | |
5/9/2024 | Koshinski Asset Management Inc. | 19,900 | $143K | 0.0% | -65.0% | 0.092% | |
5/7/2024 | Oppenheimer & Co. Inc. | 40,003 | $288K | 0.0% | +10.3% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 49,967 | $360K | 0.0% | +3.5% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 134,320 | $967K | 0.0% | +1.0% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 13,500 | $97K | 0.0% | +80.0% | 0.000% | |
4/18/2024 | Chapin Davis Inc. | 26,000 | $187K | 0.1% | +73.3% | 0.000% | |
4/11/2024 | International Assets Investment Management LLC | 27,302 | $198K | 0.0% | +28.5% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 28,146 | $199K | 0.0% | -14.7% | 0.000% | |
2/12/2024 | Chiron Capital Management LLC | 77,435 | $547K | 0.5% | +230.0% | 0.357% | |
2/12/2024 | Cape Investment Advisory Inc. | 5,697 | $40K | 0.0% | N/A | 0.026% | |
2/8/2024 | MAS Advisors LLC | 11,825 | $84K | 0.1% | N/A | 0.055% | |
2/7/2024 | Forum Financial Management LP | 54,747 | $387K | 0.0% | +173.7% | 0.253% | |
The End of Elon Musk…? (Ad) The End of Elon Musk? Don't make him laugh.
Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again.
And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again.
According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime. Click here to see why the "End of Elon" crowd is about to be wrong again. |
2/5/2024 | Fiduciary Group LLC | 43,500 | $307K | 0.0% | +6.1% | 0.201% | |
2/1/2024 | Lindbrook Capital LLC | 7,500 | $53K | 0.0% | -21.1% | 0.035% | |
1/29/2024 | Koshinski Asset Management Inc. | 56,800 | $401K | 0.1% | N/A | 0.262% | |
1/26/2024 | Cerity Partners LLC | 52,852 | $373K | 0.0% | +10.9% | 0.244% | |
1/24/2024 | International Assets Investment Management LLC | 150,145 | $1.06M | 0.0% | +1,471.9% | 0.693% | |
1/23/2024 | Alera Investment Advisors LLC | 12,805 | $90K | 0.0% | -20.1% | 0.059% | |
1/16/2024 | HB Wealth Management LLC | 48,284 | $341K | 0.0% | -11.3% | 0.223% | |
12/11/2023 | Sunbelt Securities Inc. | 11,540 | $86K | 0.0% | -52.0% | 0.053% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 14,228 | $106K | 0.0% | N/A | 0.066% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 39,778 | $296K | 0.0% | N/A | 0.184% | |