5/2/2025 | Mountain Hill Investment Partners Corp. | 1,000 | $38K | 0.0% | N/A | 0.001% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 11,019 | $422K | 0.1% | N/A | 0.010% | |
5/2/2025 | Apollon Wealth Management LLC | 20,528 | $786K | 0.0% | +20.9% | 0.019% | |
4/30/2025 | Stratos Wealth Partners LTD. | 13,247 | $508K | 0.0% | -56.5% | 0.012% | |
4/29/2025 | Chilton Capital Management LLC | 31,190 | $1.20M | 0.1% | +2.8% | 0.028% | |
4/29/2025 | Concurrent Investment Advisors LLC | 16,791 | $643K | 0.0% | +13.3% | 0.015% | |
4/29/2025 | OneDigital Investment Advisors LLC | 14,294 | $548K | 0.0% | N/A | 0.013% | |
4/28/2025 | D.A. Davidson & CO. | 147,790 | $5.66M | 0.0% | -0.8% | 0.134% | |
4/28/2025 | Fiduciary Group LLC | 6,965 | $267K | 0.0% | +7.7% | 0.006% | |
4/28/2025 | DAVENPORT & Co LLC | 36,722 | $1.41M | 0.0% | +1.9% | 0.033% | |
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4/25/2025 | CHURCHILL MANAGEMENT Corp | 321,289 | $12.31M | 0.2% | N/A | 0.291% | |
4/25/2025 | WASHINGTON TRUST Co | 3,116 | $119K | 0.0% | -20.4% | 0.003% | |
4/25/2025 | Ameritas Advisory Services LLC | 22,679 | $868K | 0.0% | -6.0% | 0.021% | |
4/25/2025 | Joel Isaacson & Co. LLC | 10,177 | $390K | 0.0% | +2.8% | 0.009% | |
4/24/2025 | Oakworth Capital Inc. | 1,400 | $54K | 0.0% | -51.7% | 0.001% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 15,456 | $592K | 0.0% | +51.2% | 0.014% | |
4/24/2025 | Tepp RIA LLC | 7,683 | $294K | 0.4% | +22.3% | 0.007% | |
4/23/2025 | Golden State Wealth Management LLC | 5,150 | $197K | 0.0% | +100.0% | 0.005% | |
4/23/2025 | Oppenheimer & Co. Inc. | 19,970 | $765K | 0.0% | -16.1% | 0.018% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 59,402 | $2.28M | 0.0% | -12.7% | 0.054% | |
4/22/2025 | Atticus Wealth Management LLC | 2,345 | $90K | 0.0% | -42.0% | 0.002% | |
4/22/2025 | Manning & Napier Advisors LLC | 174,060 | $6.67M | 0.1% | -3.3% | 0.157% | |
4/22/2025 | Canton Hathaway LLC | 21,475 | $823K | 0.2% | +79.0% | 0.019% | |
4/22/2025 | PFG Investments LLC | 5,958 | $228K | 0.0% | N/A | 0.005% | |
4/21/2025 | HFG Advisors Inc. | 6,897 | $264K | 0.2% | N/A | 0.006% | |
4/21/2025 | JBR Co Financial Management Inc | 12,033 | $461K | 0.3% | +4.0% | 0.011% | |
4/17/2025 | Janney Montgomery Scott LLC | 107,730 | $4.13M | 0.0% | +5.5% | 0.097% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 182,724 | $7M | 0.0% | +2.4% | 0.165% | |
4/16/2025 | New England Research & Management Inc. | 11,600 | $444K | 0.2% | -27.3% | 0.010% | |
4/15/2025 | Capital Advisory Group Advisory Services LLC | 55,856 | $2.14M | 0.8% | +28.0% | 0.051% | |
4/14/2025 | Farther Finance Advisors LLC | 6,913 | $266K | 0.0% | +360.6% | 0.006% | |
4/14/2025 | Capital Investment Advisors LLC | 5,255 | $201K | 0.0% | N/A | 0.005% | |
4/14/2025 | Disciplined Equity Management Inc. | 53,803 | $2.06M | 1.4% | -2.3% | 0.049% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,250 | $48K | 0.0% | N/A | 0.001% | |
4/9/2025 | NBC Securities Inc. | 2,292 | $87K | 0.0% | N/A | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 178,386 | $6.62M | 0.0% | +3.3% | 0.161% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 66,783 | $2.48M | 0.1% | +58.2% | 0.060% | |
2/19/2025 | Formidable Asset Management LLC | 23,580 | $875K | 0.1% | -1.8% | 0.020% | |
2/18/2025 | Blue Fin Capital Inc. | 40,148 | $1.49M | 0.3% | -4.7% | 0.035% | |
2/18/2025 | 10Elms LLP | 15,971 | $592K | 0.6% | N/A | 0.014% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
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2/17/2025 | Virtus Investment Advisers Inc. | 15,000 | $556K | 0.4% | N/A | 0.013% | |
2/17/2025 | State of Wyoming | 10,462 | $388K | 0.0% | +15.1% | 0.009% | |
2/17/2025 | Second Line Capital LLC | 8,501 | $315K | 0.1% | +7.5% | 0.007% | |
2/17/2025 | Focus Partners Wealth | 19,071 | $707K | 0.0% | N/A | 0.017% | |
2/17/2025 | Cresset Asset Management LLC | 495,375 | $18.37M | 0.1% | -3.2% | 0.430% | |
2/17/2025 | Cetera Investment Advisers | 133,252 | $4.94M | 0.0% | +0.8% | 0.116% | |
2/17/2025 | Bramshill Investments LLC | 21,220 | $787K | 0.1% | -4.6% | 0.018% | |
2/17/2025 | Captrust Financial Advisors | 8,597 | $319K | 0.0% | +13.3% | 0.007% | |
2/17/2025 | Cary Street Partners Financial LLC | 7,499 | $278K | 0.0% | N/A | 0.007% | |
2/17/2025 | Bastion Asset Management Inc. | 37,619 | $1.37M | 0.9% | N/A | 0.033% | |
2/17/2025 | Bank of America Corp DE | 818,423 | $30.36M | 0.0% | -2.6% | 0.711% | |
2/17/2025 | Basswood Capital Management L.L.C. | 277,697 | $10.30M | 0.6% | N/A | 0.241% | |
2/17/2025 | BNP Paribas Financial Markets | 71,520 | $2.65M | 0.0% | +128.3% | 0.062% | |
2/17/2025 | Ameriprise Financial Inc. | 37,388 | $1.39M | 0.0% | +8.5% | 0.032% | |
2/17/2025 | American Trust Investment Advisors LLC | 20,075 | $745K | 0.3% | +28.3% | 0.017% | |
2/17/2025 | Aptus Capital Advisors LLC | 8,721 | $323K | 0.0% | +7.4% | 0.008% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 11,727 | $435K | 0.0% | +28.2% | 0.010% | |
2/14/2025 | Lido Advisors LLC | 62,765 | $2.33M | 0.0% | +21.1% | 0.055% | |
2/14/2025 | The Manufacturers Life Insurance Company | 357,445 | $13.26M | 0.0% | +8.0% | 0.310% | |
2/14/2025 | Beacon Pointe Advisors LLC | 6,554 | $243K | 0.0% | N/A | 0.006% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 5,661 | $210K | 0.0% | -47.8% | 0.005% | |
2/14/2025 | Integrated Wealth Concepts LLC | 5,870 | $218K | 0.0% | N/A | 0.005% | |
2/14/2025 | MGO One Seven LLC | 27,539 | $1.02M | 0.0% | +14.0% | 0.024% | |
2/14/2025 | Stifel Financial Corp | 212,081 | $7.87M | 0.0% | +1.9% | 0.184% | |
2/14/2025 | State of Tennessee Department of Treasury | 14,450 | $536K | 0.0% | N/A | 0.013% | |
2/14/2025 | Transce3nd LLC | 675 | $25K | 0.0% | N/A | 0.001% | |
2/14/2025 | Natixis | 660,700 | $24.51M | 0.1% | +16.4% | 0.574% | |
2/14/2025 | Epoch Investment Partners Inc. | 173,964 | $6.45M | 0.0% | +1.5% | 0.151% | |
2/14/2025 | Callodine Capital Management LP | 180,000 | $6.68M | 1.4% | -60.9% | 0.156% | |
2/13/2025 | Regal Investment Advisors LLC | 8,259 | $306K | 0.0% | -10.0% | 0.007% | |
2/13/2025 | Gabelli Funds LLC | 106,000 | $3.93M | 0.0% | -0.5% | 0.092% | |
2/13/2025 | Jump Financial LLC | 29,600 | $1.10M | 0.0% | +1.5% | 0.026% | |
2/13/2025 | Belpointe Asset Management LLC | 21,182 | $730K | 0.0% | +3.5% | 0.018% | |
2/13/2025 | Mariner LLC | 41,162 | $1.53M | 0.0% | +7.2% | 0.036% | |
2/13/2025 | Keystone Financial Group | 11,478 | $406K | 0.0% | N/A | 0.010% | |
2/13/2025 | Rockefeller Capital Management L.P. | 55,562 | $2.06M | 0.0% | +7.7% | 0.048% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 10,220 | $379K | 0.0% | +1,268.1% | 0.009% | |
2/13/2025 | Argent Trust Co | 71,729 | $2.66M | 0.1% | -1.4% | 0.062% | |
2/13/2025 | First Foundation Advisors | 24,500 | $909K | 0.0% | -59.6% | 0.021% | |
2/13/2025 | Raymond James Financial Inc. | 180,187 | $6.68M | 0.0% | N/A | 0.156% | |
2/13/2025 | Advisory Services Network LLC | 12,474 | $463K | 0.0% | +17.7% | 0.011% | |
2/13/2025 | Invesco Ltd. | 223,977 | $8.31M | 0.0% | N/A | 0.194% | |
2/13/2025 | FMR LLC | 3,110,304 | $115.36M | 0.0% | +19.0% | 2.701% | |
2/13/2025 | Aristides Capital LLC | 40,920 | $1.52M | 0.3% | +12.1% | 0.036% | |
2/13/2025 | Envestnet Asset Management Inc. | 5,445 | $202K | 0.0% | N/A | 0.005% | |
2/13/2025 | Wedbush Securities Inc. | 10,770 | $399K | 0.0% | +14.3% | 0.009% | |
2/13/2025 | Wells Fargo & Company MN | 454,891 | $16.87M | 0.0% | +1.3% | 0.395% | |
2/12/2025 | World Investment Advisors | 8,717 | $323K | 0.0% | +19.4% | 0.008% | |
2/12/2025 | Private Portfolio Partners LLC | 18,359 | $681K | 0.1% | +56.2% | 0.016% | |
2/12/2025 | Franklin Resources Inc. | 389,165 | $14.43M | 0.0% | -5.8% | 0.338% | |
The Man I Turn to In Times Like This (Ad) A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.”
Tilson just released a new prediction that runs counter to what mainstream finance is telling you. Market chaos? Hear Tilson’s take now |
2/12/2025 | Summit Securities Group LLC | 1,100 | $41K | 0.0% | N/A | 0.001% | |
2/12/2025 | Brown Brothers Harriman & Co. | 6,630 | $246K | 0.0% | N/A | 0.006% | |
2/12/2025 | Tepp RIA LLC | 6,283 | $233K | 0.3% | N/A | 0.005% | |
2/12/2025 | JPMorgan Chase & Co. | 2,899,762 | $107.55M | 0.0% | +18.1% | 2.518% | |
2/11/2025 | LPL Financial LLC | 371,209 | $13.77M | 0.0% | +4.8% | 0.322% | |
2/11/2025 | Sei Investments Co. | 156,750 | $5.81M | 0.0% | +8.8% | 0.136% | |
2/11/2025 | American Century Companies Inc. | 3,026,102 | $112.24M | 0.1% | +1.1% | 2.628% | |
2/11/2025 | HUB Investment Partners LLC | 214,246 | $7.95M | 0.3% | -4.6% | 0.186% | |
2/11/2025 | Boston Partners | 38,789 | $1.44M | 0.0% | -3.3% | 0.034% | |
2/10/2025 | Retirement Planning Co of New England Inc. | 7,008 | $260K | 0.1% | N/A | 0.006% | |