7/16/2025 | Dakota Wealth Management | 3,843 | $666K | 0.0% | -4.5% | 0.001% | |
7/15/2025 | Xcel Wealth Management LLC | 1,300 | $225K | 0.1% | N/A | 0.000% | |
7/15/2025 | Affinity Wealth Management LLC | 9,286 | $1.61M | 0.3% | +0.9% | 0.003% | |
7/15/2025 | Mather Group LLC. | 2,087 | $361K | 0.0% | -7.6% | 0.001% | |
7/15/2025 | Public Employees Retirement System of Ohio | 58,850 | $10.19M | 0.0% | +2.6% | 0.018% | |
7/15/2025 | Buttonwood Financial Advisors Inc. | 2,217 | $384K | 0.2% | -2.6% | 0.001% | |
7/15/2025 | Cigna Investments Inc. New | 1,890 | $327K | 0.1% | +3.4% | 0.001% | |
7/15/2025 | Norden Group LLC | 4,630 | $802K | 0.1% | +2.9% | 0.001% | |
7/15/2025 | Bfsg LLC | 277 | $48K | 0.0% | -95.4% | 0.000% | |
7/15/2025 | West Oak Capital LLC | 150 | $26K | 0.0% | -57.1% | 0.000% | |
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7/14/2025 | Golden State Equity Partners | 4,751 | $823K | 0.2% | +5.9% | 0.001% | |
7/14/2025 | GAMMA Investing LLC | 520 | $90K | 0.0% | +89.1% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 2,549 | $441K | 0.0% | +9.1% | 0.001% | |
7/14/2025 | Painted Porch Advisors LLC | 17,058 | $2.95M | 1.2% | -4.5% | 0.005% | |
7/14/2025 | Park Avenue Securities LLC | 14,883 | $2.58M | 0.0% | N/A | 0.005% | |
7/11/2025 | Phillips Wealth Planners LLC | 1,321 | $231K | 0.2% | N/A | 0.000% | |
7/11/2025 | Diversified Trust Co | 19,406 | $3.36M | 0.1% | +4.5% | 0.006% | |
7/11/2025 | Assenagon Asset Management S.A. | 16,089 | $2.79M | 0.0% | +15.7% | 0.005% | |
7/11/2025 | IFM Investors Pty Ltd | 40,373 | $6.99M | 0.1% | +25.9% | 0.012% | |
7/10/2025 | AHL Investment Management Inc. | 1,269 | $220K | 0.1% | N/A | 0.000% | |
7/10/2025 | Fulton Bank N.A. | 3,067 | $531K | 0.0% | -4.5% | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 43,909 | $7.81M | 0.0% | +2.2% | 0.013% | |
7/10/2025 | Atticus Wealth Management LLC | 2,720 | $471K | 0.1% | N/A | 0.001% | |
7/10/2025 | Mn Services Vermogensbeheer B.V. | 37,100 | $6.43M | 0.0% | N/A | 0.011% | |
7/10/2025 | Wedmont Private Capital | 1,423 | $252K | 0.0% | N/A | 0.000% | |
7/10/2025 | Swedbank AB | 10,864 | $1.88M | 0.0% | N/A | 0.003% | |
7/10/2025 | Secure Asset Management LLC | 8,259 | $1.43M | 0.3% | +22.6% | 0.003% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 88,584 | $15.34M | 0.1% | -26.4% | 0.027% | |
7/10/2025 | Financial Management Network Inc. | 2,486 | $442K | 0.1% | +14.5% | 0.001% | |
7/10/2025 | Jackson Square Capital LLC | 5,900 | $1.02M | 0.2% | N/A | 0.002% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 44,743 | $7.75M | 0.2% | +0.9% | 0.014% | |
7/9/2025 | Fjell Capital LLC | 7,065 | $1.22M | 1.1% | -1.3% | 0.002% | |
7/9/2025 | Chesley Taft & Associates LLC | 11,370 | $1.97M | 0.1% | -13.2% | 0.003% | |
7/9/2025 | Pallas Capital Advisors LLC | 29,466 | $5.10M | 0.2% | +1.5% | 0.009% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 1,518 | $263K | 0.0% | +27.0% | 0.000% | |
7/8/2025 | RMR Wealth Builders | 1,674 | $290K | 0.0% | +10.1% | 0.001% | |
7/8/2025 | Gradient Investments LLC | 82,364 | $14.27M | 0.3% | -0.7% | 0.025% | |
7/8/2025 | E. Ohman J or Asset Management AB | 8,660 | $1.50M | 0.0% | +276.5% | 0.003% | |
7/8/2025 | Parallel Advisors LLC | 10,888 | $1.89M | 0.0% | +7.2% | 0.003% | |
7/7/2025 | Capital Asset Advisory Services LLC | 2,049 | $358K | 0.0% | -4.5% | 0.001% | |
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7/7/2025 | Osprey Private Wealth LLC | 34,765 | $6.19M | 3.4% | +1.6% | 0.011% | |
7/7/2025 | Zevenbergen Capital Investments LLC | 149,829 | $25.95M | 0.5% | -0.8% | 0.046% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 7,760 | $1.14M | 0.1% | N/A | 0.002% | |
6/17/2025 | Guinness Asset Management LTD | 4,619 | $677K | 0.0% | -13.0% | 0.001% | |
5/28/2025 | Strs Ohio | 179,728 | $26.35M | 0.1% | N/A | 0.055% | |
5/22/2025 | Mattson Financial Services LLC | 6,024 | $883K | 0.3% | -4.7% | 0.002% | |
5/21/2025 | Geneos Wealth Management Inc. | 493 | $72K | 0.0% | +708.2% | 0.000% | |
5/21/2025 | IFM Investors Pty Ltd | 32,074 | $4.70M | 0.1% | -2.2% | 0.010% | |
5/20/2025 | Belpointe Asset Management LLC | 4,188 | $614K | 0.0% | -7.9% | 0.001% | |
5/20/2025 | Intech Investment Management LLC | 9,171 | $1.35M | 0.0% | -12.8% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 1,902 | $279K | 0.0% | +15.3% | 0.001% | |
5/20/2025 | Glenview Trust co | 1,749 | $256K | 0.0% | N/A | 0.001% | |
5/19/2025 | Bayforest Capital Ltd | 3,638 | $533K | 0.2% | +1,036.9% | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 1,208,292 | $177.15M | 0.0% | +24.9% | 0.370% | |
5/16/2025 | Empowered Funds LLC | 6,197 | $909K | 0.0% | +42.7% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 2,230 | $327K | 0.0% | -4.0% | 0.001% | |
5/16/2025 | Fred Alger Management LLC | 29,125 | $4.27M | 0.0% | -65.6% | 0.009% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 23,074 | $3.38M | 0.0% | +1.3% | 0.007% | |
5/16/2025 | NewEdge Advisors LLC | 64,971 | $9.53M | 0.1% | +86.6% | 0.021% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,344 | $197K | 0.0% | +5.5% | 0.000% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,982 | $584K | 0.0% | -31.6% | 0.001% | |
5/16/2025 | EFG Asset Management North America Corp. | 32,616 | $4.78M | 0.8% | -17.1% | 0.010% | |
5/16/2025 | Cinctive Capital Management LP | 11,197 | $1.64M | 0.1% | +145.5% | 0.004% | |
5/16/2025 | Concentric Capital Strategies LP | 4,676 | $686K | 0.1% | N/A | 0.001% | |
5/16/2025 | Banque Transatlantique SA | 287 | $39K | 0.0% | N/A | 0.000% | |
5/16/2025 | Alta Fox Capital Management LLC | 16,732 | $2.45M | 1.0% | N/A | 0.005% | |
5/16/2025 | AQR Capital Management LLC | 10,360 | $1.52M | 0.0% | +116.7% | 0.003% | |
5/16/2025 | Amundi | 159,689 | $23.41M | 0.0% | -2.5% | 0.051% | |
5/16/2025 | Ancora Advisors LLC | 78,195 | $11.46M | 0.3% | +2.5% | 0.025% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 29,327 | $4.30M | 0.0% | -3.9% | 0.009% | |
5/15/2025 | Dark Forest Capital Management LP | 24,250 | $3.56M | 0.2% | +133.0% | 0.008% | |
5/15/2025 | EP Wealth Advisors LLC | 25,335 | $3.71M | 0.0% | +0.4% | 0.008% | |
5/15/2025 | First Manhattan CO. LLC. | 17,545 | $2.57M | 0.0% | -0.5% | 0.006% | |
5/15/2025 | Capital Investment Counsel LLC | 64,834 | $9.51M | 1.6% | -5.8% | 0.021% | |
5/15/2025 | Beck Mack & Oliver LLC | 71,327 | $10.46M | 0.2% | +0.5% | 0.023% | |
5/15/2025 | Northern Right Capital Management L.P. | 88,083 | $12.91M | 5.3% | -15.5% | 0.028% | |
5/15/2025 | Graham Capital Management L.P. | 4,002 | $587K | 0.0% | +47.5% | 0.001% | |
5/15/2025 | MAI Capital Management | 1,811 | $266K | 0.0% | +11.0% | 0.001% | |
5/15/2025 | Quarry LP | 1,465 | $215K | 0.0% | +1,546.1% | 0.000% | |
5/15/2025 | Twin Tree Management LP | 63,115 | $9.25M | 0.0% | N/A | 0.020% | |
5/15/2025 | Conversant Capital LLC | 66,000 | $9.68M | 1.6% | N/A | 0.021% | |
5/15/2025 | Vident Advisory LLC | 2,090 | $306K | 0.0% | N/A | 0.001% | |
5/15/2025 | The Manufacturers Life Insurance Company | 119,337 | $17.50M | 0.0% | -23.6% | 0.038% | |
5/15/2025 | Canada Pension Plan Investment Board | 1,727,563 | $253.28M | 0.2% | +5.5% | 0.548% | |
5/15/2025 | Parnassus Investments LLC | 84,339 | $12.37M | 0.0% | +991.1% | 0.027% | |
5/15/2025 | Lansforsakringar Fondforvaltning AB publ | 59,891 | $8.78M | 0.1% | -0.8% | 0.019% | |
5/15/2025 | OMERS ADMINISTRATION Corp | 6,120 | $897K | 0.0% | -14.1% | 0.002% | |
5/14/2025 | B. Metzler seel. Sohn & Co. AG | 4,600 | $674K | 0.0% | -3.8% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 2,594 | $380K | 0.0% | N/A | 0.001% | |
5/14/2025 | CreativeOne Wealth LLC | 1,410 | $207K | 0.0% | N/A | 0.000% | |
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad) Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents.
With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside. Get the name of Buffett’s likely gold target here |
5/14/2025 | Caisse DE Depot ET Placement DU Quebec | 15,748 | $2.31M | 0.0% | N/A | 0.005% | |
5/14/2025 | Corebridge Financial Inc. | 3,285 | $482K | 0.0% | -3.7% | 0.001% | |
5/14/2025 | Quantitative Investment Management LLC | 4,325 | $634K | 0.1% | N/A | 0.001% | |
5/14/2025 | SVB Wealth LLC | 31,333 | $4.59M | 0.2% | -39.1% | 0.010% | |
5/14/2025 | APG Asset Management N.V. | 98,300 | $13.34M | 0.0% | -0.2% | 0.031% | |
5/14/2025 | Smartleaf Asset Management LLC | 746 | $108K | 0.0% | +9.1% | 0.000% | |
5/14/2025 | AlphaQuest LLC | 976 | $143K | 0.0% | N/A | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 8,312 | $1.22M | 0.0% | +29.3% | 0.003% | |
5/14/2025 | Portland Investment Counsel Inc. | 95,774 | $14.04M | 4.3% | +8.7% | 0.030% | |
5/14/2025 | CW Advisors LLC | 2,801 | $411K | 0.0% | N/A | 0.001% | |