7/23/2025 | KLP Kapitalforvaltning AS | 12,600 | $435K | 0.0% | +173.9% | 0.030% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 11,150 | $385K | 0.0% | -15.2% | 0.027% | |
7/10/2025 | Exchange Traded Concepts LLC | 181,776 | $6.27M | 0.1% | N/A | 0.438% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,001 | $269K | 0.0% | -33.4% | 0.019% | |
7/8/2025 | MRA Advisory Group | 6,385 | $220K | 0.1% | N/A | 0.015% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 3,478 | $120K | 0.0% | +446.9% | 0.008% | |
7/7/2025 | Salem Investment Counselors Inc. | 1,835 | $63K | 0.0% | +2,859.7% | 0.004% | |
6/27/2025 | Goldman Sachs Group Inc. | 54,233 | $1.44M | 0.0% | -67.3% | 0.131% | |
5/29/2025 | Rhumbline Advisers | 29,628 | $784K | 0.0% | +376.9% | 0.079% | |
5/19/2025 | Optimize Financial Inc | 8,192 | $217K | 0.1% | N/A | 0.022% | |
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5/16/2025 | Goldman Sachs Group Inc. | 54,233 | $1.44M | 0.0% | -67.3% | 0.146% | |
5/16/2025 | Jones Financial Companies Lllp | 4,693 | $124K | 0.0% | -51.5% | 0.013% | |
5/16/2025 | NewEdge Advisors LLC | 1,914 | $51K | 0.0% | +385.8% | 0.005% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 14,547 | $385K | 0.0% | +535.0% | 0.039% | |
5/16/2025 | AQR Capital Management LLC | 44,875 | $1.19M | 0.0% | N/A | 0.121% | |
5/15/2025 | Royal Bank of Canada | 21,143 | $560K | 0.0% | +185.2% | 0.057% | |
5/14/2025 | Ieq Capital LLC | 10,745 | $284K | 0.0% | N/A | 0.029% | |
5/14/2025 | Corebridge Financial Inc. | 12,013 | $318K | 0.0% | +441.9% | 0.032% | |
5/14/2025 | MetLife Investment Management LLC | 14,586 | $386K | 0.0% | N/A | 0.039% | |
5/13/2025 | Caitong International Asset Management Co. Ltd | 1,935 | $51K | 0.0% | N/A | 0.005% | |
5/13/2025 | Stone House Investment Management LLC | 1,518 | $40K | 0.0% | N/A | 0.004% | |
5/12/2025 | Nuveen LLC | 97,277 | $2.57M | 0.0% | N/A | 0.262% | |
5/12/2025 | Virtu Financial LLC | 33,051 | $875K | 0.0% | N/A | 0.089% | |
5/12/2025 | Invesco Ltd. | 12,093 | $320K | 0.0% | N/A | 0.033% | |
5/12/2025 | Swiss National Bank | 46,100 | $1.22M | 0.0% | N/A | 0.124% | |
5/9/2025 | Deutsche Bank AG | 18,093 | $479K | 0.0% | N/A | 0.049% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 59,291 | $1.57M | 0.0% | +445.6% | 0.160% | |
5/9/2025 | Citizens Financial Group Inc. RI | 880,000 | $23.29M | 0.5% | -2.2% | 2.374% | |
5/9/2025 | Vanguard Group Inc. | 990,024 | $26.20M | 0.0% | +44.4% | 2.670% | |
5/8/2025 | Marshall Investment Management LLC | 1,007 | $27K | 0.0% | N/A | 0.003% | |
5/7/2025 | Sheaff Brock Investment Advisors LLC | 7,570 | $200K | 0.0% | N/A | 0.020% | |
5/7/2025 | LPL Financial LLC | 136,270 | $3.61M | 0.0% | +30.7% | 0.368% | |
5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 4,832 | $128K | 0.0% | N/A | 0.013% | |
5/6/2025 | Cetera Investment Advisers | 45,789 | $1.21M | 0.0% | +168.7% | 0.124% | |
5/6/2025 | KLP Kapitalforvaltning AS | 4,600 | $122K | 0.0% | N/A | 0.012% | |
5/5/2025 | IFP Advisors Inc | 3,228 | $85K | 0.0% | +118.6% | 0.009% | |
5/1/2025 | CWM LLC | 5,173 | $137K | 0.0% | +237.2% | 0.014% | |
5/1/2025 | New York State Common Retirement Fund | 7,600 | $201K | 0.0% | +533.3% | 0.021% | |
4/30/2025 | Sharpepoint LLC | 66,034 | $1.75M | 1.5% | +469.5% | 0.178% | |
4/29/2025 | Bank of New York Mellon Corp | 58,530 | $1.55M | 0.0% | +206.8% | 0.158% | |
Treasury Secretary Bessent Is Betting Big on Gold (Ad) When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal.
Now a veteran gold analyst believes Warren Buffett is preparing to follow suit… and he’s identified one gold miner big enough to absorb a portion of Buffett’s $330B cash pile. A key filing could confirm it by August 15th — and early investors may want to act now. Get the name and ticker in this private gold briefing |
4/28/2025 | North Capital Inc. | 1,000 | $26K | 0.0% | N/A | 0.003% | |
4/25/2025 | KBC Group NV | 1,163 | $31K | 0.0% | N/A | 0.003% | |
4/23/2025 | Legacy Advisors LLC | 53,508 | $1.42M | 0.1% | +7.0% | 0.144% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 60,103 | $1.59M | 0.0% | +43.4% | 0.162% | |
4/18/2025 | Cornerstone Wealth Management LLC | 8,805 | $233K | 0.0% | N/A | 0.024% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,019 | $318K | 0.0% | +10.4% | 0.032% | |
4/15/2025 | SG Americas Securities LLC | 29,586 | $783K | 0.0% | +113.8% | 0.080% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 13,150 | $348K | 0.0% | +44.1% | 0.035% | |
4/8/2025 | Rhumbline Advisers | 29,628 | $784K | 0.0% | +376.9% | 0.080% | |
4/8/2025 | Rothschild Investment LLC | 6,090 | $161K | 0.0% | +78.6% | 0.016% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,884 | $271K | 0.0% | N/A | 0.029% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 12,000 | $299K | 0.0% | N/A | 0.032% | |
2/24/2025 | Ameriflex Group Inc. | 1,145 | $29K | 0.0% | N/A | 0.003% | |
2/17/2025 | Nuveen Asset Management LLC | 182,535 | $4.54M | 0.0% | N/A | 0.499% | |
2/17/2025 | Millennium Management LLC | 50,322 | $1.25M | 0.0% | N/A | 0.137% | |
2/17/2025 | Hudson Bay Capital Management LP | 833,334 | $19.64M | 0.1% | N/A | 2.277% | |
2/17/2025 | Cetera Investment Advisers | 17,041 | $424K | 0.0% | N/A | 0.047% | |
2/17/2025 | Balyasny Asset Management L.P. | 43,815 | $1.09M | 0.0% | N/A | 0.120% | |
2/17/2025 | BNP Paribas Financial Markets | 104,082 | $2.59M | 0.0% | +15,411.5% | 0.284% | |
2/17/2025 | Anson Funds Management LP | 833,334 | $20.75M | 2.1% | N/A | 2.277% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 51,017 | $1.27M | 0.0% | +31.0% | 0.139% | |
2/14/2025 | Gallo Partners LP | 17,390 | $433K | 0.3% | N/A | 0.048% | |
2/14/2025 | Northern Trust Corp | 25,682 | $639K | 0.0% | +29.8% | 0.070% | |
2/14/2025 | MGO One Seven LLC | 14,700 | $366K | 0.0% | N/A | 0.040% | |
2/14/2025 | State of Tennessee Department of Treasury | 9,963 | $248K | 0.0% | -43.1% | 0.027% | |
2/14/2025 | Sharpepoint LLC | 11,596 | $289K | 0.3% | N/A | 0.032% | |
2/13/2025 | Barclays PLC | 6,767 | $168K | 0.0% | +27.6% | 0.018% | |
2/13/2025 | Rockefeller Capital Management L.P. | 75,356 | $1.88M | 0.0% | N/A | 0.206% | |
2/13/2025 | Advisory Services Network LLC | 20,245 | $504K | 0.0% | N/A | 0.055% | |
2/13/2025 | Aster Capital Management DIFC Ltd | 1,213 | $30K | 0.0% | N/A | 0.003% | |
2/13/2025 | Wells Fargo & Company MN | 37,106 | $924K | 0.0% | +433.3% | 0.101% | |
2/12/2025 | Geode Capital Management LLC | 71,068 | $1.77M | 0.0% | +7.3% | 0.194% | |
2/12/2025 | Franklin Resources Inc. | 41,610 | $1.04M | 0.0% | N/A | 0.114% | |
2/12/2025 | Blair William & Co. IL | 31,860 | $793K | 0.0% | N/A | 0.087% | |
2/12/2025 | JPMorgan Chase & Co. | 2,076 | $52K | 0.0% | +19.0% | 0.006% | |
2/11/2025 | Vanguard Group Inc. | 685,619 | $17.07M | 0.0% | +2,838.5% | 1.873% | |
2/11/2025 | LPL Financial LLC | 104,278 | $2.60M | 0.0% | N/A | 0.285% | |
2/10/2025 | Commonwealth Equity Services LLC | 21,294 | $530K | 0.0% | +52.5% | 0.058% | |
2/7/2025 | Citizens Financial Group Inc. RI | 900,000 | $22.41M | 0.4% | +23.5% | 2.459% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 10,867 | $271K | 0.0% | N/A | 0.030% | |
2/6/2025 | SBI Securities Co. Ltd. | 2,666 | $66K | 0.0% | N/A | 0.007% | |
2/6/2025 | Jones Financial Companies Lllp | 9,683 | $241K | 0.0% | +674.6% | 0.026% | |
2/5/2025 | Central Asset Investments & Management Holdings HK Ltd | 31,100 | $774K | 0.5% | N/A | 0.085% | |
2/4/2025 | Bank of New York Mellon Corp | 19,077 | $475K | 0.0% | +40.0% | 0.052% | |
2/4/2025 | Rothschild Investment LLC | 3,410 | $85K | 0.0% | N/A | 0.009% | |
2/4/2025 | IFP Advisors Inc | 1,477 | $37K | 0.0% | +638.5% | 0.004% | |
1/31/2025 | New York State Common Retirement Fund | 1,200 | $30K | 0.0% | N/A | 0.003% | |
1/30/2025 | Rhumbline Advisers | 6,212 | $155K | 0.0% | +64.8% | 0.017% | |
1/29/2025 | Van ECK Associates Corp | 454,353 | $11.31M | 0.0% | N/A | 1.241% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 12,900 | $321K | 0.0% | N/A | 0.035% | |
Treasury Secretary Bessent Is Betting Big on Gold (Ad) When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal.
Now a veteran gold analyst believes Warren Buffett is preparing to follow suit… and he’s identified one gold miner big enough to absorb a portion of Buffett’s $330B cash pile. A key filing could confirm it by August 15th — and early investors may want to act now. Get the name and ticker in this private gold briefing |
1/29/2025 | Powell Investment Advisors LLC | 24,183 | $602K | 0.3% | N/A | 0.066% | |
1/28/2025 | Newbridge Financial Services Group Inc. | 8,032 | $200K | 0.1% | N/A | 0.022% | |
1/27/2025 | Financial Advocates Investment Management | 8,814 | $219K | 0.0% | N/A | 0.024% | |
1/23/2025 | Caprock Group LLC | 35,119 | $874K | 0.0% | N/A | 0.096% | |
1/22/2025 | Patriot Financial Group Insurance Agency LLC | 9,125 | $227K | 0.0% | N/A | 0.025% | |
1/22/2025 | Perigon Wealth Management LLC | 109,508 | $2.56M | 0.1% | N/A | 0.299% | |
1/22/2025 | Canal Insurance CO | 25,000 | $622K | 0.2% | N/A | 0.068% | |
1/17/2025 | SG Americas Securities LLC | 13,839 | $345K | 0.0% | N/A | 0.038% | |
1/8/2025 | Fulton Bank N.A. | 8,550 | $213K | 0.0% | N/A | 0.023% | |
12/26/2024 | JPMorgan Chase & Co. | 1,745 | $25K | 0.0% | N/A | 0.005% | |