5/2/2025 | Sage Mountain Advisors LLC | 4,810 | $742K | 0.1% | +113.9% | 0.001% | |
5/2/2025 | Wealthfront Advisers LLC | 22,708 | $3.50M | 0.0% | +22.0% | 0.006% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 5,522 | $852K | 0.0% | +20.4% | 0.002% | |
5/2/2025 | Whittier Trust Co. | 20,327 | $3.14M | 0.0% | -18.0% | 0.006% | |
5/2/2025 | Dakota Wealth Management | 12,820 | $1.98M | 0.0% | -0.8% | 0.004% | |
5/2/2025 | Sumitomo Life Insurance Co. | 57,600 | $8.89M | 0.3% | +8.1% | 0.016% | |
5/2/2025 | Asahi Life Asset Management CO. LTD. | 2,630 | $406K | 0.3% | N/A | 0.001% | |
5/2/2025 | SBI Securities Co. Ltd. | 615 | $95K | 0.0% | +17.8% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 28,910 | $4.46M | 0.1% | -16.1% | 0.008% | |
5/2/2025 | Sigma Planning Corp | 13,681 | $2.11M | 0.1% | +0.6% | 0.004% | |
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5/2/2025 | Signaturefd LLC | 9,331 | $1.44M | 0.0% | +4.5% | 0.003% | |
5/1/2025 | Securian Asset Management Inc. | 16,976 | $2.62M | 0.1% | -1.4% | 0.005% | |
5/1/2025 | MQS Management LLC | 1,440 | $222K | 0.1% | N/A | 0.000% | |
5/1/2025 | Zullo Investment Group Inc. | 1,360 | $210K | 0.1% | -4.8% | 0.000% | |
5/1/2025 | Berkeley Inc | 26,740 | $4.13M | 1.9% | -2.7% | 0.007% | |
5/1/2025 | Asset Dedication LLC | 711 | $110K | 0.0% | +12.1% | 0.000% | |
5/1/2025 | CWM LLC | 18,466 | $2.85M | 0.0% | -5.9% | 0.005% | |
5/1/2025 | Greatmark Investment Partners Inc. | 6,778 | $1.05M | 0.1% | +1.4% | 0.002% | |
5/1/2025 | TruNorth Capital Management LLC | 543 | $84K | 0.0% | +39.9% | 0.000% | |
5/1/2025 | Q3 Asset Management | 1,583 | $244K | 0.2% | N/A | 0.000% | |
5/1/2025 | Stephens Inc. AR | 52,645 | $8.12M | 0.1% | -53.1% | 0.015% | |
5/1/2025 | Schechter Investment Advisors LLC | 4,302 | $664K | 0.1% | -5.8% | 0.001% | |
5/1/2025 | New York State Common Retirement Fund | 232,065 | $35.80M | 0.1% | -27.0% | 0.064% | |
5/1/2025 | Mutual of America Capital Management LLC | 37,271 | $5.75M | 0.1% | -2.9% | 0.010% | |
5/1/2025 | Arizona State Retirement System | 94,994 | $14.66M | 0.1% | +2.7% | 0.026% | |
5/1/2025 | Kathmere Capital Management LLC | 5,709 | $881K | 0.1% | +17.9% | 0.002% | |
5/1/2025 | Ballentine Partners LLC | 11,799 | $1.82M | 0.0% | +4.3% | 0.003% | |
5/1/2025 | Callahan Advisors LLC | 76,386 | $11.79M | 1.1% | -7.7% | 0.021% | |
5/1/2025 | Xponance Inc. | 58,320 | $9.00M | 0.1% | +2.0% | 0.016% | |
4/30/2025 | Genus Capital Management Inc. | 11,326 | $1.75M | 0.3% | N/A | 0.003% | |
4/30/2025 | Cerity Partners LLC | 356,794 | $55.05M | 0.1% | +0.4% | 0.099% | |
4/30/2025 | Mcdonald Capital Investors Inc. CA | 899,476 | $138.77M | 8.7% | -1.3% | 0.250% | |
4/30/2025 | Hunter Associates Investment Management LLC | 1,954 | $300K | 0.0% | -6.4% | 0.001% | |
4/30/2025 | Code Waechter LLC | 1,422 | $219K | 0.2% | N/A | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 212,674 | $32.81M | 0.2% | -2.8% | 0.059% | |
4/30/2025 | Allworth Financial LP | 10,221 | $1.47M | 0.0% | -5.2% | 0.003% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 28,557 | $4.41M | 0.6% | -4.4% | 0.008% | |
4/30/2025 | MainStreet Investment Advisors LLC | 59,556 | $9.19M | 1.3% | -3.8% | 0.017% | |
4/30/2025 | Rogco LP | 6,873 | $1.06M | 0.4% | -7.1% | 0.002% | |
4/30/2025 | Leavell Investment Management Inc. | 5,612 | $866K | 0.0% | +4.8% | 0.002% | |
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 |
4/30/2025 | Quotient Wealth Partners LLC | 1,621 | $250K | 0.0% | N/A | 0.000% | |
4/30/2025 | Nisa Investment Advisors LLC | 108,120 | $16.68M | 0.1% | +0.2% | 0.030% | |
4/30/2025 | Van Cleef Asset Management Inc | 144,148 | $22.24M | 2.5% | -0.9% | 0.040% | |
4/30/2025 | Moloney Securities Asset Management LLC | 1,731 | $267K | 0.0% | -11.0% | 0.000% | |
4/30/2025 | LBP AM SA | 18,089 | $2.79M | 0.0% | -3.5% | 0.005% | |
4/30/2025 | Axxcess Wealth Management LLC | 9,897 | $1.53M | 0.0% | -8.0% | 0.003% | |
4/30/2025 | New Mexico Educational Retirement Board | 14,948 | $2.31M | 0.1% | -2.0% | 0.004% | |
4/30/2025 | Westbourne Investment Advisors Inc. | 47,940 | $7.40M | 2.6% | +1.3% | 0.013% | |
4/30/2025 | Chemung Canal Trust Co. | 5,568 | $859K | 0.2% | -5.4% | 0.002% | |
4/30/2025 | Dogwood Wealth Management LLC | 4,697 | $725K | 0.4% | +9.2% | 0.001% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 18,699 | $2.89M | 0.4% | +8.0% | 0.005% | |
4/30/2025 | Greenleaf Trust | 7,146 | $1.10M | 0.0% | +10.8% | 0.002% | |
4/30/2025 | Trek Financial LLC | 1,673 | $258K | 0.0% | -6.8% | 0.000% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 499,337 | $74.28M | 0.1% | +1.0% | 0.139% | |
4/30/2025 | Opus Capital Group LLC | 1,792 | $276K | 0.0% | +5.9% | 0.000% | |
4/30/2025 | Valeo Financial Advisors LLC | 3,724 | $575K | 0.0% | -5.2% | 0.001% | |
4/30/2025 | M&T Bank Corp | 117,815 | $18.18M | 0.1% | -4.3% | 0.033% | |
4/30/2025 | Stratos Wealth Partners LTD. | 12,645 | $1.95M | 0.0% | +20.3% | 0.004% | |
4/30/2025 | Stratos Wealth Advisors LLC | 6,035 | $931K | 0.1% | -10.4% | 0.002% | |
4/30/2025 | Stratos Investment Management LLC | 3,002 | $463K | 0.0% | +56.0% | 0.001% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 1,306 | $201K | 0.0% | N/A | 0.000% | |
4/30/2025 | Sigma Investment Counselors Inc. | 2,894 | $446K | 0.0% | -5.4% | 0.001% | |
4/30/2025 | Brown Advisory Inc. | 70,997 | $10.95M | 0.0% | -0.5% | 0.020% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 8,893 | $1.37M | 0.1% | +51.8% | 0.002% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 15,330 | $2.37M | 0.5% | -0.8% | 0.004% | |
4/30/2025 | Crossmark Global Holdings Inc. | 131,270 | $20.25M | 0.4% | +0.3% | 0.036% | |
4/30/2025 | Washington Trust Bank | 3,437 | $530K | 0.1% | -12.7% | 0.001% | |
4/29/2025 | Centennial Bank AR | 1,813 | $280K | 0.1% | -4.6% | 0.001% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 76,911 | $11.87M | 0.4% | +2.8% | 0.021% | |
4/29/2025 | Pacific Point Advisors LLC | 9,908 | $1.53M | 0.9% | +9.2% | 0.003% | |
4/29/2025 | Financial Counselors Inc. | 36,387 | $5.61M | 0.1% | -4.3% | 0.010% | |
4/29/2025 | Raleigh Capital Management Inc. | 4,296 | $663K | 0.3% | -23.3% | 0.001% | |
4/29/2025 | TD Private Client Wealth LLC | 38,738 | $5.98M | 0.2% | -9.7% | 0.011% | |
4/29/2025 | OLD Republic International Corp | 423,100 | $65.28M | 2.5% | -1.3% | 0.117% | |
4/29/2025 | Capital Advisors Inc. OK | 276,998 | $42.74M | 0.9% | +0.5% | 0.077% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,052,210 | $316.62M | 0.1% | -10.7% | 0.570% | |
4/29/2025 | Hexagon Capital Partners LLC | 378 | $58K | 0.0% | -18.2% | 0.000% | |
4/29/2025 | Drake & Associates LLC | 12,276 | $1.89M | 0.5% | +28.3% | 0.003% | |
4/29/2025 | Penserra Capital Management LLC | 6,970 | $1.07M | 0.0% | +200.3% | 0.002% | |
4/29/2025 | Crew Capital Management Ltd. | 6,021 | $929K | 0.8% | +2.2% | 0.002% | |
4/29/2025 | Ifrah Financial Services Inc. | 3,504 | $541K | 0.2% | -3.5% | 0.001% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 800 | $123K | 0.0% | N/A | 0.000% | |
4/29/2025 | Jackson Wealth Management LLC | 26,230 | $4.05M | 0.5% | -0.8% | 0.007% | |
4/29/2025 | Core Alternative Capital | 39,537 | $6.10M | 1.5% | -20.5% | 0.011% | |
4/29/2025 | Concurrent Investment Advisors LLC | 22,590 | $3.49M | 0.1% | +17.5% | 0.006% | |
4/29/2025 | HM Payson & Co. | 6,592 | $1.02M | 0.0% | +18.7% | 0.002% | |
4/29/2025 | Bank of New York Mellon Corp | 9,070,548 | $1.40B | 0.3% | -4.2% | 2.518% | |
4/29/2025 | World Investment Advisors | 6,378 | $984K | 0.0% | -3.2% | 0.002% | |
4/29/2025 | Ceera Investments LLC | 27,180 | $4.19M | 1.4% | -0.9% | 0.008% | |
4/29/2025 | Olde Wealth Management LLC | 388 | $59K | 0.0% | N/A | 0.000% | |
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 |
4/29/2025 | Truist Financial Corp | 207,452 | $32.01M | 0.1% | +10.7% | 0.058% | |
4/29/2025 | Argyle Capital Management LLC | 32,770 | $5.06M | 1.9% | -1.3% | 0.009% | |
4/29/2025 | Strategic Blueprint LLC | 1,481 | $229K | 0.0% | N/A | 0.000% | |
4/29/2025 | Brookstone Capital Management | 16,643 | $2.57M | 0.0% | +449.8% | 0.005% | |
4/29/2025 | Catalyst Capital Advisors LLC | 806 | $124K | 0.0% | +25.5% | 0.000% | |
4/29/2025 | Wedgewood Investors Inc. PA | 1,400 | $216K | 0.3% | -6.9% | 0.000% | |
4/29/2025 | Huntleigh Advisors Inc. | 1,362 | $210K | 0.0% | N/A | 0.000% | |
4/29/2025 | IFM Investors Pty Ltd | 65,104 | $10.04M | 0.1% | +9.2% | 0.018% | |
4/29/2025 | GF Fund Management CO. LTD. | 69,514 | $10.73M | 0.3% | +1.9% | 0.019% | |
4/29/2025 | OneDigital Investment Advisors LLC | 11,816 | $1.82M | 0.0% | -22.2% | 0.003% | |