7/25/2025 | Vanguard Personalized Indexing Management LLC | 22,764 | $3.75M | 0.0% | +3.8% | 0.023% | |
7/25/2025 | Concurrent Investment Advisors LLC | 3,280 | $540K | 0.0% | -61.4% | 0.003% | |
7/25/2025 | Apollon Wealth Management LLC | 3,397 | $559K | 0.0% | +5.8% | 0.003% | |
7/24/2025 | Lindenwold Advisors INC | 5,039 | $830K | 0.4% | -14.3% | 0.005% | |
7/24/2025 | Inspire Investing LLC | 17,123 | $2.82M | 0.3% | +1.9% | 0.017% | |
7/24/2025 | SLT Holdings LLC | 6,523 | $1.07M | 0.8% | -2.8% | 0.007% | |
7/24/2025 | Blue Trust Inc. | 1,918 | $316K | 0.0% | -6.4% | 0.002% | |
7/24/2025 | Total Wealth Planning & Management Inc. | 3,890 | $640K | 0.5% | -12.1% | 0.004% | |
7/24/2025 | IFP Advisors Inc | 1,603 | $273K | 0.0% | -44.7% | 0.002% | |
7/24/2025 | Callan Family Office LLC | 5,587 | $920K | 0.0% | +28.4% | 0.006% | |
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7/24/2025 | US Bancorp DE | 11,090 | $1.83M | 0.0% | -22.9% | 0.011% | |
7/23/2025 | Maryland State Retirement & Pension System | 4,758 | $783K | 0.0% | N/A | 0.005% | |
7/23/2025 | Matisse Capital | 20,042 | $3.30M | 1.6% | -3.0% | 0.020% | |
7/23/2025 | Abel Hall LLC | 2,326 | $383K | 0.2% | +38.0% | 0.002% | |
7/23/2025 | Triasima Portfolio Management inc. | 18,702 | $3.08M | 0.6% | +26.2% | 0.019% | |
7/23/2025 | Louisiana State Employees Retirement System | 27,500 | $4.53M | 0.1% | -1.8% | 0.028% | |
7/23/2025 | KLP Kapitalforvaltning AS | 20,400 | $3.36M | 0.0% | +1.5% | 0.021% | |
7/23/2025 | SteelPeak Wealth LLC | 9,094 | $1.50M | 0.1% | +36.0% | 0.009% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 1,371 | $226K | 0.0% | -55.6% | 0.001% | |
7/22/2025 | Merit Financial Group LLC | 59,160 | $9.74M | 0.1% | -3.2% | 0.060% | |
7/22/2025 | Measured Risk Portfolios Inc. | 51,044 | $8.40M | 8.1% | -0.5% | 0.052% | |
7/22/2025 | Brown Miller Wealth Management LLC | 2,452 | $404K | 0.1% | +12.3% | 0.003% | |
7/22/2025 | Boston Common Asset Management LLC | 50,561 | $8.32M | 0.2% | -22.5% | 0.052% | |
7/22/2025 | Elevate Capital Advisors LLC | 13,525 | $2.23M | 1.8% | N/A | 0.014% | |
7/22/2025 | AMF Tjanstepension AB | 9,595 | $1.58M | 0.0% | N/A | 0.010% | |
7/22/2025 | LGT Fund Management Co Ltd. | 23,200 | $3.82M | 0.3% | +26.5% | 0.024% | |
7/21/2025 | Quent Capital LLC | 3,334 | $549K | 0.1% | -8.0% | 0.003% | |
7/21/2025 | QRG Capital Management Inc. | 4,528 | $745K | 0.0% | -16.3% | 0.005% | |
7/21/2025 | Ameritas Advisory Services LLC | 5,082 | $837K | 0.0% | -25.6% | 0.005% | |
7/21/2025 | J. Safra Sarasin Holding AG | 6,427 | $1.06M | 0.0% | +38.0% | 0.007% | |
7/18/2025 | Pure Financial Advisors LLC | 2,509 | $413K | 0.0% | +11.2% | 0.003% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 247,565 | $40.76M | 0.1% | +1.5% | 0.253% | |
7/18/2025 | Vigilare Wealth Management | 3,189 | $525K | 0.2% | N/A | 0.003% | |
7/18/2025 | PFG Investments LLC | 5,297 | $872K | 0.1% | +10.2% | 0.005% | |
7/18/2025 | Consolidated Portfolio Review Corp | 1,924 | $317K | 0.0% | N/A | 0.002% | |
7/18/2025 | Truist Financial Corp | 39,119 | $6.44M | 0.0% | +5.2% | 0.040% | |
7/18/2025 | Union Bancaire Privee UBP SA | 15,274 | $2.45M | 0.0% | -9.7% | 0.016% | |
7/17/2025 | One Wealth Advisors LLC | 2,364 | $389K | 0.1% | +23.8% | 0.002% | |
7/17/2025 | Greenleaf Trust | 2,750 | $453K | 0.0% | +3.3% | 0.003% | |
7/17/2025 | White Pine Investment CO | 77,399 | $12.74M | 3.2% | -7.0% | 0.079% | |
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 |
7/17/2025 | Campbell Newman Asset Management Inc. | 17,255 | $2.84M | 0.2% | +7.1% | 0.018% | |
7/17/2025 | Janney Montgomery Scott LLC | 11,283 | $1.86M | 0.0% | -10.7% | 0.012% | |
7/17/2025 | Archford Capital Strategies LLC | 5,126 | $844K | 0.1% | +5.3% | 0.005% | |
7/17/2025 | V Square Quantitative Management LLC | 230 | $38K | 0.0% | -50.0% | 0.000% | |
7/17/2025 | Klein Pavlis & Peasley Financial Inc. | 4,899 | $807K | 0.5% | -37.9% | 0.005% | |
7/17/2025 | Capital Insight Partners LLC | 2,423 | $399K | 0.1% | N/A | 0.002% | |
7/17/2025 | Global Trust Asset Management LLC | 298 | $49K | 0.0% | +520.8% | 0.000% | |
7/17/2025 | Clean Yield Group | 72,891 | $12.00M | 3.6% | -6.6% | 0.074% | |
7/17/2025 | Ausbil Investment Management Ltd | 10,769 | $1.77M | 1.0% | +11.4% | 0.011% | |
7/17/2025 | Consolidated Capital Management LLC | 30,996 | $5.10M | 1.8% | -9.3% | 0.032% | |
7/17/2025 | Sage Rhino Capital LLC | 1,262 | $208K | 0.0% | -16.1% | 0.001% | |
7/16/2025 | Signaturefd LLC | 3,316 | $546K | 0.0% | -9.0% | 0.003% | |
7/16/2025 | Kendall Capital Management | 10,210 | $1.68M | 0.4% | -6.2% | 0.010% | |
7/16/2025 | State of Alaska Department of Revenue | 16,937 | $2.79M | 0.0% | -4.0% | 0.017% | |
7/16/2025 | ST Germain D J Co. Inc. | 856 | $141K | 0.0% | N/A | 0.001% | |
7/16/2025 | Congress Asset Management Co. | 592,945 | $97.62M | 0.7% | -11.7% | 0.606% | |
7/16/2025 | Dakota Wealth Management | 22,162 | $3.65M | 0.1% | +12.2% | 0.023% | |
7/15/2025 | Significant Wealth Partners LLC | 1,708 | $281K | 0.1% | -19.6% | 0.002% | |
7/15/2025 | Penn Davis Mcfarland Inc. | 172,132 | $28.34M | 3.2% | -1.8% | 0.176% | |
7/15/2025 | Public Employees Retirement System of Ohio | 59,475 | $9.79M | 0.0% | +2,469.1% | 0.061% | |
7/15/2025 | Ballentine Partners LLC | 3,849 | $634K | 0.0% | +8.9% | 0.004% | |
7/15/2025 | Norden Group LLC | 5,608 | $923K | 0.1% | +22.4% | 0.006% | |
7/15/2025 | Fifth Third Bancorp | 3,409 | $561K | 0.0% | -7.5% | 0.003% | |
7/15/2025 | Forte Capital LLC ADV | 103,532 | $17.05M | 1.8% | -0.4% | 0.106% | |
7/15/2025 | Unified Investment Management | 7,326 | $1.21M | 1.3% | +0.9% | 0.007% | |
7/14/2025 | Counterpoint Mutual Funds LLC | 1,858 | $306K | 0.0% | N/A | 0.002% | |
7/14/2025 | CHICAGO TRUST Co NA | 6,241 | $1.03M | 0.1% | +101.1% | 0.006% | |
7/14/2025 | AdvisorNet Financial Inc | 1,689 | $278K | 0.0% | +12.3% | 0.002% | |
7/14/2025 | GAMMA Investing LLC | 2,855 | $470K | 0.0% | +21.6% | 0.003% | |
7/14/2025 | Narus Financial Partners LLC | 3,426 | $564K | 0.2% | -7.5% | 0.004% | |
7/14/2025 | Park Avenue Securities LLC | 4,129 | $680K | 0.0% | -13.1% | 0.004% | |
7/14/2025 | Sowell Financial Services LLC | 1,704 | $281K | 0.0% | -3.8% | 0.002% | |
7/11/2025 | Annex Advisory Services LLC | 198,583 | $32.70M | 0.8% | +12.9% | 0.203% | |
7/11/2025 | Farther Finance Advisors LLC | 5,349 | $881K | 0.0% | +149.6% | 0.005% | |
7/11/2025 | Silver Oak Securities Incorporated | 4,416 | $727K | 0.1% | N/A | 0.005% | |
7/11/2025 | Financiere des Professionnels Fonds d investissement inc. | 941 | $155K | 0.0% | N/A | 0.001% | |
7/11/2025 | Assenagon Asset Management S.A. | 775,860 | $127.74M | 0.2% | -47.4% | 0.793% | |
7/11/2025 | Livforsakringsbolaget Skandia Omsesidigt | 7,900 | $1.30M | 0.1% | +113.5% | 0.008% | |
7/10/2025 | Anderson Hoagland & Co. | 19,469 | $3.21M | 0.3% | -1.8% | 0.020% | |
7/10/2025 | Arkfeld Wealth Strategies L.L.C. | 9,648 | $1.58M | 0.6% | -1.0% | 0.010% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 4,920 | $810K | 0.1% | N/A | 0.005% | |
7/10/2025 | Andrew Hill Investment Advisors Inc. | 18,997 | $3.13M | 2.5% | N/A | 0.019% | |
7/10/2025 | Fulton Bank N.A. | 4,504 | $742K | 0.0% | -13.3% | 0.005% | |
7/10/2025 | Vista Investment Partners LLC | 52,022 | $8.57M | 2.5% | -20.9% | 0.053% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,938 | $1.13M | 0.0% | -2.5% | 0.007% | |
7/10/2025 | Baader Bank Aktiengesellschaft | 16,178 | $2.66M | 0.2% | +106.3% | 0.017% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 941 | $155K | 0.0% | N/A | 0.001% | |
7/9/2025 | Balefire LLC | 2,381 | $392K | 0.1% | N/A | 0.002% | |
7/9/2025 | Harbor Capital Advisors Inc. | 127,586 | $21.01M | 0.9% | -13.3% | 0.130% | |
7/9/2025 | Reyes Financial Architecture Inc. | 750 | $123K | 0.1% | -31.4% | 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 |
7/9/2025 | Livforsakringsbolaget Skandia Omsesidigt | 2,390 | $393K | 0.0% | -35.4% | 0.002% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 668 | $110K | 0.0% | +19.9% | 0.001% | |
7/8/2025 | MRA Advisory Group | 4,167 | $686K | 0.3% | +14.7% | 0.004% | |
7/8/2025 | Parallel Advisors LLC | 3,475 | $572K | 0.0% | +4.5% | 0.004% | |
7/7/2025 | Wesbanco Bank Inc. | 10,877 | $1.79M | 0.1% | -55.4% | 0.011% | |
7/7/2025 | HMS Capital Management LLC | 2,597 | $428K | 0.2% | N/A | 0.003% | |
7/7/2025 | Centurion Wealth Management LLC | 1,345 | $221K | 0.1% | N/A | 0.001% | |
7/2/2025 | Central Pacific Bank Trust Division | 615 | $101K | 0.0% | N/A | 0.001% | |
7/1/2025 | Private Client Services LLC | 10,152 | $1.67M | 0.7% | N/A | 0.010% | |
6/18/2025 | Voya Investment Management LLC | 54,798 | $8.36M | 0.0% | +49.4% | 0.056% | |