7/3/2025 | First Hawaiian Bank | 368,264 | $29.50M | 4.0% | -4.2% | 0.301% | |
7/3/2025 | Sage Capital Advisors llc | 5,836 | $468K | 0.1% | -8.0% | 0.005% | |
7/2/2025 | S. R. Schill & Associates | 66,103 | $5.30M | 3.9% | +5.3% | 0.054% | |
7/2/2025 | HBW Advisory Services LLC | 18,429 | $1.48M | 0.2% | +18.6% | 0.015% | |
7/1/2025 | First National Bank Sioux Falls | 2,500 | $200K | 0.1% | N/A | 0.002% | |
6/27/2025 | Goldman Sachs Group Inc. | 14,737 | $1.09M | 0.0% | -56.9% | 0.012% | |
6/17/2025 | Howe & Rusling Inc. | 30,775 | $2.27M | 0.2% | -9.2% | 0.025% | |
6/4/2025 | First Hawaiian Bank | 384,492 | $28.33M | 1.4% | -6.3% | 0.314% | |
6/2/2025 | Modern Wealth Management LLC | 8,181 | $603K | 0.0% | +6.4% | 0.006% | |
5/29/2025 | Apeiron RIA LLC | 84,664 | $6.24M | 1.9% | -4.1% | 0.069% | |
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5/28/2025 | Jones Financial Companies Lllp | 930,668 | $68.86M | 0.1% | +28.1% | 0.760% | |
5/28/2025 | Wealth Management Associates Inc. | 3,270 | $241K | 0.1% | N/A | 0.003% | |
5/27/2025 | SWS Partners | 4,035 | $297K | 0.1% | -9.7% | 0.003% | |
5/23/2025 | SWAN Capital LLC | 239,586 | $17.66M | 8.2% | +4.3% | 0.196% | |
5/21/2025 | Westbourne Investments Inc. | 4,635 | $342K | 0.2% | +17.8% | 0.004% | |
5/21/2025 | Main Line Retirement Advisors LLC | 233,618 | $17.22M | 11.2% | +4.5% | 0.191% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,868 | $211K | 0.0% | +12.3% | 0.002% | |
5/20/2025 | Belpointe Asset Management LLC | 7,995 | $589K | 0.0% | +38.7% | 0.007% | |
5/20/2025 | Fortis Capital Advisors LLC | 2,946 | $217K | 0.0% | -48.9% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 418,519 | $30.84M | 0.1% | +80.1% | 0.342% | |
5/20/2025 | Anchor Investment Management LLC | 25,042 | $1.85M | 0.2% | +6.5% | 0.020% | |
5/19/2025 | Jane Street Group LLC | 636,987 | $46.94M | 0.0% | -25.8% | 0.520% | |
5/19/2025 | SCS Capital Management LLC | 30,359 | $2.24M | 0.0% | N/A | 0.025% | |
5/16/2025 | AAF Wealth Management LLC | 183,192 | $13.50M | 7.3% | -1.7% | 0.150% | |
5/16/2025 | Ascent Group LLC | 16,941 | $1.25M | 0.1% | -15.6% | 0.014% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 275,262 | $20.28M | 0.5% | +16.1% | 0.225% | |
5/16/2025 | Goldman Sachs Group Inc. | 14,737 | $1.09M | 0.0% | -56.9% | 0.012% | |
5/16/2025 | Cape Investment Advisory Inc. | 3,058 | $225K | 0.1% | +27.2% | 0.002% | |
5/16/2025 | Jones Financial Companies Lllp | 886,962 | $65.36M | 0.1% | +22.1% | 0.724% | |
5/15/2025 | EP Wealth Advisors LLC | 34,541 | $2.55M | 0.0% | -1.9% | 0.028% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 11,752 | $866K | 0.0% | +24.6% | 0.010% | |
5/15/2025 | Royal Bank of Canada | 1,133,755 | $83.55M | 0.0% | +10.8% | 0.926% | |
5/15/2025 | Baird Financial Group Inc. | 254,591 | $18.76M | 0.0% | +12.9% | 0.208% | |
5/15/2025 | OLD Mission Capital LLC | 157,579 | $11.61M | 0.2% | N/A | 0.129% | |
5/15/2025 | Evergreen Capital Management LLC | 14,040 | $1.04M | 0.0% | +12.0% | 0.011% | |
5/15/2025 | The Manufacturers Life Insurance Company | 1,741,013 | $128.30M | 0.1% | +30.7% | 1.422% | |
5/15/2025 | WPG Advisers LLC | 1,381 | $102K | 0.1% | N/A | 0.001% | |
5/14/2025 | Note Advisors LLC | 38,742 | $2.86M | 2.4% | +11.0% | 0.032% | |
5/14/2025 | CreativeOne Wealth LLC | 5,349 | $394K | 0.0% | -9.7% | 0.004% | |
5/14/2025 | Jane Street Group LLC | 636,987 | $46.94M | 0.0% | -25.8% | 0.520% | |
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5/14/2025 | Talisman Wealth Advisors LLC | 27,903 | $2.06M | 2.1% | +14.8% | 0.023% | |
5/14/2025 | Brooks Moore & Associates Inc. | 7,915 | $583K | 0.3% | +2.6% | 0.006% | |
5/14/2025 | Comerica Bank | 25,981 | $1.92M | 0.0% | +5.1% | 0.021% | |
5/14/2025 | Cadence Bank | 15,282 | $1.13M | 0.1% | -10.2% | 0.012% | |
5/14/2025 | Ally Invest Advisors Inc. | 35,296 | $2.60M | 0.2% | -0.6% | 0.029% | |
5/14/2025 | Smartleaf Asset Management LLC | 36,181 | $2.68M | 0.3% | +7.0% | 0.030% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 130,197 | $9.59M | 0.0% | +9.2% | 0.106% | |
5/14/2025 | Ariston Services Group | 86,404 | $6.37M | 5.3% | +1.7% | 0.071% | |
5/14/2025 | Sax Wealth Advisors LLC | 7,232 | $533K | 0.0% | +3.2% | 0.006% | |
5/14/2025 | Kestra Advisory Services LLC | 49,750 | $3.67M | 0.0% | +8.5% | 0.041% | |
5/14/2025 | Barnes Wealth Management Group Inc | 13,432 | $990K | 0.6% | +8.8% | 0.011% | |
5/14/2025 | Ameriprise Financial Inc. | 1,354,085 | $99.87M | 0.0% | -7.6% | 1.106% | |
5/14/2025 | TFB Advisors LLC | 7,459 | $550K | 0.2% | +1.8% | 0.006% | |
5/14/2025 | Capital Analysts LLC | 3,361 | $247K | 0.0% | +100.7% | 0.003% | |
5/14/2025 | Venture Visionary Partners LLC | 62,784 | $4.63M | 0.2% | -1.0% | 0.051% | |
5/14/2025 | GSG Advisors LLC | 12,619 | $886K | 0.3% | +2.2% | 0.010% | |
5/13/2025 | 17 Capital Partners LLC | 10,643 | $784K | 0.5% | +19.0% | 0.009% | |
5/13/2025 | Cascade Financial Partners LLC | 6,867 | $506K | 0.1% | -5.1% | 0.006% | |
5/13/2025 | Raymond James Financial Inc. | 778,108 | $57.34M | 0.0% | +4.3% | 0.635% | |
5/13/2025 | Cowa LLC | 38,157 | $2.81M | 1.2% | +17.0% | 0.031% | |
5/13/2025 | Tocqueville Asset Management L.P. | 140,524 | $10.36M | 0.2% | -0.2% | 0.115% | |
5/13/2025 | American Investment Services Inc. | 246,858 | $18.19M | 3.2% | -9.0% | 0.202% | |
5/13/2025 | State Farm Mutual Automobile Insurance Co. | 2,340 | $172K | 0.0% | +459.8% | 0.002% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 109,292 | $8.05M | 0.2% | +49.5% | 0.089% | |
5/13/2025 | HighTower Advisors LLC | 609,052 | $44.88M | 0.1% | +8.1% | 0.497% | |
5/12/2025 | Meridian Wealth Management LLC | 4,590 | $338K | 0.0% | -23.0% | 0.004% | |
5/12/2025 | Linscomb Wealth Inc. | 80,071 | $5.90M | 0.3% | -4.7% | 0.062% | |
5/12/2025 | SouthState Corp | 1,001 | $74K | 0.0% | N/A | 0.001% | |
5/12/2025 | Townsquare Capital LLC | 111,995 | $8.25M | 0.1% | -0.7% | 0.087% | |
5/12/2025 | National Bank of Canada FI | 2,117 | $156K | 0.0% | +112.8% | 0.002% | |
5/12/2025 | Citigroup Inc. | 146,858 | $10.82M | 0.0% | +5.9% | 0.114% | |
5/12/2025 | AlphaCore Capital LLC | 844 | $62K | 0.0% | N/A | 0.001% | |
5/9/2025 | Roof Eidam Maycock Peralta LLC | 11,025 | $812K | 0.2% | -68.4% | 0.009% | |
5/9/2025 | Atria Wealth Solutions Inc. | 78,883 | $5.81M | 0.1% | -14.7% | 0.064% | |
5/9/2025 | Cary Street Partners Financial LLC | 39,139 | $2.88M | 0.1% | +5.7% | 0.032% | |
5/9/2025 | Ackerman Capital Advisors LLC | 161,222 | $11.88M | 3.1% | +0.4% | 0.132% | |
5/9/2025 | Commonwealth Equity Services LLC | 412,190 | $30.37M | 0.0% | +16.2% | 0.337% | |
5/9/2025 | Blair William & Co. IL | 17,098 | $1.26M | 0.0% | +7.9% | 0.014% | |
5/9/2025 | Liberty Wealth Management LLC | 96,976 | $7.15M | 0.1% | N/A | 0.079% | |
5/9/2025 | Beta Wealth Group Inc. | 49,910 | $3.68M | 1.3% | +32.0% | 0.041% | |
5/9/2025 | PNC Financial Services Group Inc. | 337,965 | $24.91M | 0.0% | +10.6% | 0.276% | |
5/8/2025 | Schiavi & Co LLC | 4,519 | $333K | 0.1% | N/A | 0.004% | |
5/8/2025 | Moors & Cabot Inc. | 12,597 | $928K | 0.0% | -1.8% | 0.010% | |
5/8/2025 | Certified Advisory Corp | 45,587 | $3.36M | 0.4% | -2.0% | 0.037% | |
5/8/2025 | US Bancorp DE | 23,551 | $1.74M | 0.0% | +114.5% | 0.019% | |
5/8/2025 | Pasadena Private Wealth LLC | 7,263 | $535K | 0.1% | -11.8% | 0.006% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,986 | $1.18M | 0.0% | +24.2% | 0.013% | |
5/8/2025 | Harbour Investments Inc. | 3,308 | $244K | 0.0% | +6.6% | 0.003% | |
5/8/2025 | HHM Wealth Advisors LLC | 3,815 | $281K | 0.0% | -3.7% | 0.003% | |
5/8/2025 | MGO One Seven LLC | 119,808 | $8.83M | 0.3% | -5.6% | 0.098% | |
The $100 Trillion AI Story No One Is Telling You (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
5/8/2025 | Natixis Advisors LLC | 64,113 | $4.72M | 0.0% | +15.8% | 0.052% | |
5/8/2025 | Roble Belko & Company Inc | 309,776 | $22.83M | 3.6% | -3.3% | 0.253% | |
5/8/2025 | Modera Wealth Management LLC | 3,456 | $255K | 0.0% | -4.6% | 0.003% | |
5/8/2025 | Arkadios Wealth Advisors | 12,100 | $892K | 0.0% | +49.4% | 0.010% | |
5/8/2025 | Gunma Bank Ltd. | 40,000 | $2.95M | 0.9% | -68.8% | 0.033% | |
5/7/2025 | Meeder Advisory Services Inc. | 149,557 | $11.02M | 0.7% | +7.8% | 0.122% | |
5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 7,823 | $576K | 0.1% | -2.5% | 0.006% | |
5/7/2025 | New Republic Capital LLC | 14,006 | $1.03M | 0.4% | +60.5% | 0.011% | |
5/7/2025 | Mackenzie Financial Corp | 185,606 | $13.68M | 0.0% | -3.6% | 0.152% | |
5/7/2025 | Richards Merrill & Peterson Inc. | 1,094 | $81K | 0.0% | +141.0% | 0.001% | |