| 5/20/2025 | Belpointe Asset Management LLC | 5,204 | $260K | 0.0% | N/A | 0.002% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 5,204 | $260K | 0.1% | N/A | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 3,103,260 | $154.85M | 0.4% | +5.8% | 1.134% | |
| 5/20/2025 | Glenview Trust co | 178,455 | $8.91M | 0.2% | +142.1% | 0.065% | |
| 5/19/2025 | Advisory Alpha LLC | 66,992 | $3.34M | 0.1% | +30.0% | 0.024% | |
| 5/16/2025 | Prostatis Group LLC | 18,251 | $911K | 0.3% | +11.0% | 0.006% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 91,262 | $4.57M | 1.2% | -4.2% | 0.031% | |
| 5/16/2025 | Empowered Funds LLC | 628,930 | $31.32M | 0.4% | N/A | 0.212% | |
| 5/16/2025 | HFM Investment Advisors LLC | 1,041 | $52K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Ascent Group LLC | 24,462 | $1.22M | 0.1% | N/A | 0.008% | |
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| 5/16/2025 | Arete Wealth Advisors LLC | 19,331 | $965K | 0.1% | +12.1% | 0.007% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 21,631 | $1.08M | 0.0% | +10.2% | 0.007% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 39,692 | $1.98M | 0.1% | +50.7% | 0.013% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 6,118,697 | $305.32M | 0.0% | -14.3% | 2.067% | |
| 5/16/2025 | Cape Investment Advisory Inc. | 3,007 | $150K | 0.1% | +41.6% | 0.001% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,480 | $423K | 0.0% | -53.8% | 0.003% | |
| 5/16/2025 | Sepio Capital LP | 114,217 | $5.70M | 0.5% | +9.3% | 0.039% | |
| 5/16/2025 | NewEdge Advisors LLC | 94,471 | $4.71M | 0.0% | +4.2% | 0.032% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 185,811 | $9.27M | 0.1% | +3,720.9% | 0.063% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 861,176 | $42.97M | 3.7% | +2.2% | 0.291% | |
| 5/16/2025 | Advisors Asset Management Inc. | 2,142 | $107K | 0.0% | -47.3% | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 6,426 | $321K | 0.0% | +12.4% | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 3,207,195 | $160.04M | 2.4% | +19.8% | 1.083% | |
| 5/15/2025 | Royal Bank of Canada | 501,396 | $25.02M | 0.0% | +1.9% | 0.169% | |
| 5/15/2025 | Betterment LLC | 2,015,442 | $100.57M | 0.2% | -19.9% | 0.681% | |
| 5/15/2025 | MAI Capital Management | 49,306 | $2.46M | 0.0% | +2,163.8% | 0.017% | |
| 5/15/2025 | Calton & Associates Inc. | 13,258 | $662K | 0.2% | N/A | 0.004% | |
| 5/15/2025 | Baird Financial Group Inc. | 28,376 | $1.42M | 0.0% | -7.6% | 0.010% | |
| 5/15/2025 | OLD Mission Capital LLC | 22,895 | $1.14M | 0.0% | +27.8% | 0.008% | |
| 5/15/2025 | WPG Advisers LLC | 4,693 | $234K | 0.2% | N/A | 0.002% | |
| 5/15/2025 | Hanover Advisors Inc. | 30,257 | $1.51M | 0.7% | -3.6% | 0.010% | |
| 5/14/2025 | CreativeOne Wealth LLC | 29,261 | $1.46M | 0.0% | -8.8% | 0.010% | |
| 5/14/2025 | Apexium Financial LP | 8,364 | $417K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Comerica Bank | 30,437 | $1.52M | 0.0% | -91.2% | 0.010% | |
| 5/14/2025 | Freedom Investment Management Inc. | 4,871 | $243K | 0.0% | -7.9% | 0.002% | |
| 5/14/2025 | Oak Harvest Investment Services | 23,335 | $1.16M | 0.2% | +21.2% | 0.008% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 945,408 | $47.18M | 0.0% | +9.8% | 0.319% | |
| 5/14/2025 | Titan Global Capital Management USA LLC | 44,533 | $2.22M | 0.5% | +16.4% | 0.015% | |
| 5/14/2025 | Kestra Advisory Services LLC | 59,375 | $2.96M | 0.0% | -33.2% | 0.020% | |
| 5/14/2025 | Rede Wealth LLC | 33,687 | $1.68M | 0.6% | -9.8% | 0.011% | |
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| 5/14/2025 | Compound Planning Inc. | 19,229 | $960K | 0.0% | -21.6% | 0.006% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 5,015 | $250K | 0.0% | +5.1% | 0.002% | |
| 5/14/2025 | CW Advisors LLC | 870,067 | $43.42M | 0.5% | +1.7% | 0.294% | |
| 5/14/2025 | Flow Traders U.S. LLC | 7,463 | $372K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Kaufman Rossin Wealth LLC | 21,003 | $1.05M | 0.7% | -15.9% | 0.007% | |
| 5/14/2025 | Accredited Wealth Management LLC | 9,364 | $467K | 0.4% | +2.7% | 0.003% | |
| 5/14/2025 | Elevate Wealth Advisory Inc. | 43,810 | $2.19M | 1.5% | +0.9% | 0.015% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 49,000 | $2.45M | 0.1% | +4.3% | 0.017% | |
| 5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 698,819 | $34.96M | 0.4% | -8.4% | 0.236% | |
| 5/14/2025 | Crabel Capital Management LLC | 30,111 | $1.50M | 1.6% | N/A | 0.010% | |
| 5/14/2025 | JT Stratford LLC | 24,467 | $1.22M | 0.2% | +40.3% | 0.008% | |
| 5/13/2025 | CacheTech Inc. | 12,618 | $630K | 0.1% | +2.9% | 0.005% | |
| 5/13/2025 | Ethos Financial Group LLC | 114,764 | $5.56M | 0.5% | +2.8% | 0.042% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 132,581 | $6.62M | 0.1% | +0.3% | 0.048% | |
| 5/13/2025 | Adams Wealth Management | 12,618 | $630K | 0.1% | +2.9% | 0.005% | |
| 5/13/2025 | Raymond James Financial Inc. | 529,054 | $26.40M | 0.0% | +1.3% | 0.193% | |
| 5/13/2025 | Cresset Asset Management LLC | 230,322 | $11.49M | 0.1% | +50.6% | 0.084% | |
| 5/13/2025 | Twin Focus Capital Partners LLC | 317,210 | $15.83M | 2.5% | -14.0% | 0.116% | |
| 5/13/2025 | Boston Family Office LLC | 227,845 | $11.37M | 0.8% | +5.9% | 0.083% | |
| 5/13/2025 | Wealthedge Investment Advisors LLC | 33,822 | $1.69M | 0.8% | +11.7% | 0.012% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 8,661 | $432K | 0.0% | -8.2% | 0.003% | |
| 5/13/2025 | Klingman & Associates LLC | 1,408,916 | $70.31M | 4.3% | +7.8% | 0.515% | |
| 5/13/2025 | HighTower Advisors LLC | 2,394,624 | $119.49M | 0.2% | +44.7% | 0.875% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 5,078 | $253K | 0.0% | -11.1% | 0.002% | |
| 5/12/2025 | Tranquilli Financial Advisor LLC | 67,830 | $3.39M | 2.1% | +58.7% | 0.025% | |
| 5/12/2025 | Meridian Wealth Management LLC | 13,866 | $692K | 0.0% | -5.3% | 0.005% | |
| 5/12/2025 | Maia Wealth LLC | 4,847 | $241K | 0.1% | -14.4% | 0.002% | |
| 5/12/2025 | Motley Fool Wealth Management LLC | 61,077 | $3.05M | 0.2% | -2.5% | 0.022% | |
| 5/12/2025 | White Lighthouse Investment Management Inc. | 112,771 | $5.63M | 1.0% | -1.5% | 0.041% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 35,373 | $1.77M | 0.2% | +3,778.6% | 0.013% | |
| 5/12/2025 | Florin Court Capital LLP | 48,100 | $2.40M | 2.5% | -54.1% | 0.018% | |
| 5/12/2025 | Johnson Financial Group LLC | 9,929 | $495K | 0.1% | N/A | 0.004% | |
| 5/12/2025 | JPMorgan Chase & Co. | 18,564,323 | $926.36M | 0.1% | -12.0% | 6.785% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 36,784 | $1.84M | 0.2% | +41.6% | 0.013% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 41,964 | $2.09M | 1.7% | -1.5% | 0.015% | |
| 5/12/2025 | Townsquare Capital LLC | 40,473 | $2.02M | 0.0% | +8.9% | 0.015% | |
| 5/12/2025 | Savvy Advisors Inc. | 4,528 | $226K | 0.0% | N/A | 0.002% | |
| 5/12/2025 | National Bank of Canada FI | 20,489 | $1.02M | 0.0% | -24.0% | 0.007% | |
| 5/12/2025 | LaSalle St. Investment Advisors LLC | 15,668 | $781K | 0.2% | +3.4% | 0.006% | |
| 5/12/2025 | Alesco Advisors LLC | 1,869,498 | $93.29M | 2.9% | +0.0% | 0.683% | |
| 5/12/2025 | One Degree Advisors Inc | 14,371 | $717K | 0.3% | -4.8% | 0.005% | |
| 5/9/2025 | Silver Oak Advisory Group Inc. | 42,203 | $2.11M | 1.1% | +0.6% | 0.015% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 394,632 | $19.69M | 2.5% | N/A | 0.144% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 59,368 | $2.97M | 0.1% | +0.4% | 0.022% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 1,243,664 | $62.06M | 0.0% | -4.8% | 0.455% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 146,489 | $7.31M | 4.9% | +4.4% | 0.054% | |
| 5/9/2025 | Hemington Wealth Management | 15,574 | $777K | 0.1% | -14.0% | 0.006% | |
| 5/9/2025 | Roberts Glore & Co. Inc. IL | 211,606 | $10.56M | 3.2% | +0.5% | 0.077% | |
| 5/9/2025 | AXS Investments LLC | 30,613 | $1.53M | 0.4% | -1.8% | 0.011% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 36,491 | $1.82M | 0.1% | +2.3% | 0.013% | |
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 |
| 5/9/2025 | Wealthspire Advisors LLC | 6,124,360 | $305.61M | 1.8% | +122.7% | 2.238% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 382,937 | $19.11M | 0.2% | +13.4% | 0.140% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 64,473 | $3.22M | 0.1% | -2.9% | 0.024% | |
| 5/9/2025 | Connable Office Inc. | 124,262 | $6.20M | 0.7% | +0.2% | 0.045% | |
| 5/9/2025 | Earned Wealth Advisors LLC | 46,287 | $2.31M | 0.5% | -9.2% | 0.017% | |
| 5/9/2025 | Blair William & Co. IL | 53,277 | $2.66M | 0.0% | +29.2% | 0.019% | |
| 5/9/2025 | Avalon Trust Co | 1,000 | $50K | 0.0% | N/A | 0.000% | |
| 5/9/2025 | Scotia Capital Inc. | 134,627 | $6.72M | 0.0% | +41.9% | 0.049% | |
| 5/9/2025 | Banco Santander S.A. | 130,387 | $6.51M | 0.1% | N/A | 0.048% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 37,527 | $1.87M | 0.0% | +4.1% | 0.014% | |
