7/11/2025 | Farther Finance Advisors LLC | 5,260 | $132K | 0.0% | +32.3% | 0.013% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 142,972 | $3.60M | 0.6% | +1.5% | 0.364% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 78,002 | $1.96M | 0.2% | +3.5% | 0.198% | |
7/8/2025 | Parallel Advisors LLC | 16,328 | $411K | 0.0% | -21.6% | 0.042% | |
6/6/2025 | eCIO Inc. | 29,853 | $746K | 0.2% | N/A | 0.077% | |
5/15/2025 | Baird Financial Group Inc. | 416,332 | $10.40M | 0.0% | -3.1% | 1.072% | |
5/13/2025 | Ethic Inc. | 77,391 | $1.93M | 0.0% | +7.8% | 0.199% | |
5/9/2025 | Wealthspire Advisors LLC | 470,232 | $11.75M | 0.1% | +0.6% | 1.210% | |
5/9/2025 | iA Global Asset Management Inc. | 29,000 | $725K | 0.0% | -11.0% | 0.075% | |
5/7/2025 | Motco | 3,352 | $84K | 0.0% | +80.0% | 0.009% | |
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5/2/2025 | Bear Mountain Capital Inc. | 149,667 | $3.75M | 1.5% | -4.3% | 0.385% | |
5/2/2025 | Whittier Trust Co. | 20,261 | $506K | 0.0% | +20.5% | 0.052% | |
5/1/2025 | Gould Asset Management LLC CA | 20,700 | $517K | 0.1% | +18.3% | 0.053% | |
5/1/2025 | LRI Investments LLC | 9,326 | $233K | 0.0% | N/A | 0.024% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 4,885 | $122K | 0.0% | N/A | 0.013% | |
4/30/2025 | Valeo Financial Advisors LLC | 47,700 | $1.19M | 0.0% | +12.3% | 0.123% | |
4/29/2025 | TD Private Client Wealth LLC | 48,540 | $1.21M | 0.0% | -13.5% | 0.125% | |
4/29/2025 | Bank of New York Mellon Corp | 588,734 | $14.71M | 0.0% | +3.4% | 1.515% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 75,382 | $1.88M | 0.2% | +0.9% | 0.194% | |
4/24/2025 | Mascoma Wealth Management LLC | 10,645 | $266K | 0.1% | -14.5% | 0.027% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 76,916 | $1.92M | 0.0% | +1.9% | 0.198% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 73,290 | $1.83M | 0.0% | -22.2% | 0.189% | |
4/22/2025 | VERITY Wealth Advisors | 26,322 | $658K | 0.5% | +2.4% | 0.068% | |
4/15/2025 | Exchange Bank | 20,837 | $521K | 0.4% | +13.7% | 0.053% | |
4/15/2025 | CX Institutional | 33,816 | $845K | 0.0% | +65.5% | 0.087% | |
4/14/2025 | Farther Finance Advisors LLC | 3,977 | $99K | 0.0% | +64.5% | 0.010% | |
4/9/2025 | ST Germain D J Co. Inc. | 345,998 | $8.65M | 0.4% | +15.0% | 0.883% | |
4/8/2025 | Parallel Advisors LLC | 20,828 | $520K | 0.0% | +11,667.2% | 0.053% | |
2/24/2025 | Ameriflex Group Inc. | 1,422 | $35K | 0.0% | N/A | 0.004% | |
2/17/2025 | Fairview Capital Investment Management LLC | 32,500 | $803K | 0.0% | +2.2% | 0.080% | |
2/17/2025 | Baird Financial Group Inc. | 429,568 | $10.61M | 0.0% | +1.0% | 1.061% | |
2/17/2025 | Ameriprise Financial Inc. | 579,540 | $14.31M | 0.0% | +5.8% | 1.431% | |
2/13/2025 | United Capital Financial Advisors LLC | 74,688 | $1.85M | 0.0% | +10.8% | 0.184% | |
2/12/2025 | Front Row Advisors LLC | 5,315 | $131K | 0.0% | +17.7% | 0.013% | |
2/12/2025 | JPMorgan Chase & Co. | 489,084 | $12.08M | 0.0% | +24.7% | 1.208% | |
2/12/2025 | Wells Financial Advisors INC | 10,660 | $263K | 0.4% | +13.8% | 0.026% | |
2/11/2025 | TD Private Client Wealth LLC | 56,133 | $1.39M | 0.0% | +5.3% | 0.139% | |
2/11/2025 | iA Global Asset Management Inc. | 32,600 | $805K | 0.0% | -12.4% | 0.080% | |
2/11/2025 | VSM Wealth Advisory LLC | 3,228 | $80K | 0.0% | N/A | 0.008% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 1,717 | $42K | 0.0% | +904.1% | 0.004% | |
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2/10/2025 | Farther Finance Advisors LLC | 2,418 | $60K | 0.0% | +37.3% | 0.006% | |
2/10/2025 | EverSource Wealth Advisors LLC | 6,995 | $173K | 0.0% | +6.6% | 0.017% | |
2/7/2025 | Staley Capital Advisers Inc. | 50,000 | $1.24M | 0.1% | -9.1% | 0.123% | |
2/6/2025 | One Capital Management LLC | 62,936 | $1.56M | 0.1% | +1.8% | 0.155% | |
2/5/2025 | Fisher Asset Management LLC | 189,038 | $4.67M | 0.0% | +11.9% | 0.467% | |
2/5/2025 | Motco | 1,862 | $46K | 0.0% | +115.5% | 0.005% | |
2/4/2025 | Bank of New York Mellon Corp | 569,483 | $14.07M | 0.0% | +1.8% | 1.406% | |
2/4/2025 | Wealthspire Advisors LLC | 467,656 | $11.55M | 0.1% | -49.1% | 1.155% | |
2/3/2025 | Bear Mountain Capital Inc. | 156,411 | $3.87M | 1.5% | +5.8% | 0.386% | |
1/31/2025 | Morton Brown Family Wealth LLC | 4,037 | $100K | 0.0% | +53.5% | 0.010% | |
1/22/2025 | Klaas Financial Asset Advisors LLC | 141,037 | $3.48M | 0.6% | +26.3% | 0.349% | |
1/17/2025 | Janney Montgomery Scott LLC | 19,534 | $482K | 0.0% | +9.1% | 0.048% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 75,465 | $1.86M | 0.0% | +8.9% | 0.187% | |
1/17/2025 | Finley Financial LLC | 6,150 | $152K | 0.1% | N/A | 0.015% | |
1/16/2025 | UMB Bank n.a. | 36,448 | $900K | 0.0% | -29.5% | 0.090% | |
1/13/2025 | Eastern Bank | 341,906 | $8.45M | 0.2% | -0.3% | 0.848% | |
1/10/2025 | ST Germain D J Co. Inc. | 300,924 | $7.43M | 0.3% | +25.1% | 0.747% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 74,703 | $1.85M | 0.2% | +2.9% | 0.186% | |
1/3/2025 | Central Pacific Bank Trust Division | 13,134 | $324K | 0.0% | +19.3% | 0.033% | |
12/26/2024 | JPMorgan Chase & Co. | 392,337 | $9.87M | 0.0% | +332.8% | 1.032% | |
11/18/2024 | TD Private Client Wealth LLC | 53,311 | $1.34M | 0.0% | +2.5% | 0.140% | |
11/15/2024 | Continuum Advisory LLC | 15,909 | $393K | 0.0% | +4.9% | 0.042% | |
11/14/2024 | Flow Traders U.S. LLC | 116,834 | $2.94M | 0.1% | N/A | 0.307% | |
11/14/2024 | Captrust Financial Advisors | 8,167 | $205K | 0.0% | N/A | 0.021% | |
11/13/2024 | Fisher Asset Management LLC | 169,009 | $4.25M | 0.0% | +1.0% | 0.445% | |
11/8/2024 | First Horizon Advisors Inc. | 2,153 | $54K | 0.0% | N/A | 0.006% | |
11/5/2024 | Mascoma Wealth Management LLC | 12,688 | $319K | 0.1% | -7.0% | 0.033% | |
11/4/2024 | Arrow Financial Corp | 24,545 | $618K | 0.1% | +12.4% | 0.065% | |
10/29/2024 | Bear Mountain Capital Inc. | 147,896 | $3.69M | 1.5% | +1.9% | 0.391% | |
10/29/2024 | Creative Capital Management Investments LLC | 15,166 | $382K | 0.2% | +24.6% | 0.040% | |
10/29/2024 | Farther Finance Advisors LLC | 1,761 | $44K | 0.0% | +167.2% | 0.005% | |
10/22/2024 | Eastern Bank | 343,097 | $8.63M | 0.2% | +0.3% | 0.910% | |
10/18/2024 | ST Germain D J Co. Inc. | 240,585 | $6.05M | 0.3% | +3.7% | 0.638% | |
10/10/2024 | Exchange Bank | 18,333 | $461K | 0.4% | +42.1% | 0.049% | |
10/10/2024 | Valeo Financial Advisors LLC | 42,483 | $1.07M | 0.0% | +5.5% | 0.113% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 1,265 | $32K | 0.0% | N/A | 0.003% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 72,600 | $1.83M | 0.2% | N/A | 0.192% | |
8/16/2024 | Front Row Advisors LLC | 4,440 | $109K | 0.0% | +34.5% | 0.012% | |
8/2/2024 | Mascoma Wealth Management LLC | 13,637 | $334K | 0.1% | -16.5% | 0.038% | |
7/31/2024 | Private Ocean LLC | 461,488 | $11.30M | 1.0% | -0.2% | 1.285% | |
7/29/2024 | UMB Bank n.a. | 46,395 | $1.14M | 0.0% | +67.0% | 0.129% | |
7/29/2024 | Whittier Trust Co. | 16,811 | $412K | 0.0% | -35.1% | 0.047% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 56,321 | $1.38M | 0.0% | -9.0% | 0.157% | |
7/26/2024 | First Command Advisory Services Inc. | 1,142 | $28K | 0.0% | N/A | 0.003% | |
7/26/2024 | Bank of New York Mellon Corp | 545,996 | $13.37M | 0.0% | -2.5% | 1.521% | |
7/25/2024 | Hills Bank & Trust Co | 4,160 | $102K | 0.0% | N/A | 0.012% | |
7/23/2024 | Bear Mountain Capital Inc. | 145,191 | $3.58M | 1.5% | +4.6% | 0.404% | |
7/17/2024 | J.Safra Asset Management Corp | 27,687 | $678K | 0.1% | N/A | 0.077% | |
7/10/2024 | Exchange Bank | 12,897 | $316K | 0.3% | +36.3% | 0.036% | |
7/8/2024 | ST Germain D J Co. Inc. | 231,995 | $5.68M | 0.3% | +5.1% | 0.651% | |
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad) Obscure Metal More Valuable than Gold and Bitcoin… COMBINED?
This strange "AI Metal" holds the key to the $100 trillion AI boom.
Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world.
And you won't believe what he uncovered. Click here to see the details because this could be the biggest tech story of this decade. |
5/21/2024 | Arrow Financial Corp | 21,830 | $534K | 0.1% | +13.8% | 0.062% | |
5/17/2024 | iA Global Asset Management Inc. | 37,200 | $911K | 0.0% | N/A | 0.106% | |
5/15/2024 | Blue Edge Capital LLC | 16,030 | $392K | 0.1% | +11.7% | 0.046% | |
5/14/2024 | Payden & Rygel Investment Group | 82,849 | $2.03M | 0.1% | N/A | 0.236% | |
5/6/2024 | Staley Capital Advisers Inc. | 55,000 | $1.35M | 0.1% | -15.4% | 0.156% | |
5/6/2024 | Mittelman Wealth Management | 11,951 | $293K | 0.2% | N/A | 0.034% | |
5/4/2024 | Gould Asset Management LLC CA | 12,305 | $301K | 0.1% | +12.5% | 0.035% | |
4/25/2024 | Bear Mountain Capital Inc. | 138,795 | $3.36M | 1.4% | -0.9% | 0.395% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 92,633 | $2.27M | 0.5% | +6.8% | 0.264% | |
4/25/2024 | Valeo Financial Advisors LLC | 40,282 | $977K | 0.0% | +3.1% | 0.115% | |