| 7/2/2026 | MassMutual Private Wealth & Trust FSB | 4,315 | $934K | 0.0% | -2.9% | 0.001% | |
| 7/2/2026 | Versant Capital Management Inc | 3,214 | $696K | 0.1% | -11.3% | 0.000% | |
| 7/2/2026 | Cedar Mountain Advisors LLC | 1,025 | $222K | 0.0% | +24.2% | 0.000% | |
| 7/2/2026 | Hilltop National Bank | 586 | $127K | 0.0% | -7.6% | 0.000% | |
| 7/2/2026 | CX Institutional | 9,488 | $2.05M | 0.1% | +1.0% | 0.001% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 1,867 | $372K | 0.1% | +5.4% | 0.000% | |
| 6/23/2026 | Ballast Advisors LLC | 402 | $80K | 0.0% | N/A | 0.000% | |
| 6/22/2026 | Sapient Capital LLC | 2,349 | $468K | 0.0% | N/A | 0.000% | |
| 6/18/2026 | Pacer Advisors Inc. | 44,371 | $8.83M | 0.0% | -31.3% | 0.006% | |
| 6/16/2026 | PVG Asset Management Corp | 2,225 | $443K | 0.3% | -17.1% | 0.000% | |
Your book attached (Ad) Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link.
He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing. Download the Safe Trade Options Formula book for free before access closes |
| 6/10/2026 | FAS Wealth Partners Inc. | 20,230 | $4.03M | 0.3% | +37.3% | 0.003% | |
| 6/9/2026 | Rathbones Group PLC | 8,751 | $1.74M | 0.0% | -1.0% | 0.001% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 7,713 | $1.54M | 0.1% | +1.7% | 0.001% | |
| 6/2/2026 | Optiver Holding B.V. | 4,454 | $886K | 0.0% | N/A | 0.001% | |
| 6/2/2026 | Blue Edge Capital LLC | 21,250 | $4.23M | 0.6% | +1.3% | 0.003% | |
| 6/1/2026 | First Nebraska Trust Co | 2,707 | $539K | 0.0% | N/A | 0.000% | |
| 6/1/2026 | Flagship Wealth Advisors LLC | 674 | $141K | 0.1% | -6.9% | 0.000% | |
| 6/1/2026 | Concorde Asset Management LLC | 1,113 | $222K | 0.1% | -27.3% | 0.000% | |
| 6/1/2026 | Keel Point LLC | 3,382 | $673K | 0.0% | -6.3% | 0.000% | |
| 5/29/2026 | Asset Dedication LLC | 4,815 | $958K | 0.1% | -21.6% | 0.001% | |
| 5/28/2026 | Maripau Wealth Management LLC | 1,643 | $327K | 0.1% | +20.1% | 0.000% | |
| 5/27/2026 | Allen Capital Group LLC | 1,764 | $351K | 0.0% | +9.4% | 0.000% | |
| 5/26/2026 | Glenmede Trust Co. NA | 39,917 | $7.95M | 0.0% | +5.7% | 0.005% | |
| 5/26/2026 | Summit Financial Wealth Advisors LLC | 10,145 | $2.02M | 0.3% | +29.0% | 0.001% | |
| 5/26/2026 | Axiom Investment Management LLC | 298 | $59K | 0.0% | N/A | 0.000% | |
| 5/22/2026 | Groupama Asset Managment | 2,515 | $501K | 0.0% | N/A | 0.000% | |
| 5/22/2026 | WNY Asset Management LLC | 2,822 | $562K | 0.1% | N/A | 0.000% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 37,107 | $7.95M | 0.1% | N/A | 0.005% | |
| 5/22/2026 | Verus Capital Partners LLC | 13,589 | $2.71M | 0.2% | -25.7% | 0.002% | |
| 5/21/2026 | Compass Capital Management Inc. | 53,900 | $10.73M | 0.6% | +5.1% | 0.007% | |
| 5/21/2026 | GKV Capital Management Co. Inc. | 490 | $98K | 0.0% | N/A | 0.000% | |
| 5/21/2026 | Essential Partners LLC | 306 | $61K | 0.0% | +1,175.0% | 0.000% | |
| 5/21/2026 | Vestor Capital LLC | 2,798 | $557K | 0.0% | -92.9% | 0.000% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 5,370 | $1.07M | 0.2% | +12.4% | 0.001% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 13,526 | $2.69M | 0.2% | +31.7% | 0.002% | |
| 5/20/2026 | SOA Wealth Advisors LLC. | 1,646 | $328K | 0.0% | +20.5% | 0.000% | |
| 5/20/2026 | Leigh Baldwin & CO. LLC | 1,271 | $253K | 0.2% | -11.2% | 0.000% | |
| 5/20/2026 | TrueWealth Financial Partners | 1,678 | $334K | 0.1% | N/A | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 10,984 | $2.19M | 0.1% | +31.8% | 0.001% | |
| 5/19/2026 | McIlrath & Eck LLC | 4,937 | $983K | 0.1% | +9.3% | 0.001% | |
Read now. Do not delete. You’ve been warned. (Ad) Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
“Don’t Say I Didn’t Warn You”
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change. Don’t be left behind. Click here now. |
| 5/19/2026 | Silicon Valley Capital Partners | 1,678 | $334K | 0.0% | +42.4% | 0.000% | |
| 5/19/2026 | Paragon Private Wealth Management LLC | 1,090 | $217K | 0.1% | N/A | 0.000% | |
| 5/19/2026 | NewEdge Advisors LLC | 294,971 | $587K | 0.0% | -10.6% | 0.037% | |
| 5/19/2026 | Twin Lakes Capital Management LLC | 8,843 | $1.76M | 0.7% | -2.1% | 0.001% | |
| 5/19/2026 | Strait & Sound Wealth Management LLC | 4,226 | $841K | 0.3% | +7.9% | 0.001% | |
| 5/19/2026 | Kentucky Retirement Systems | 57,078 | $11.36M | 0.4% | +25.5% | 0.007% | |
| 5/19/2026 | Janus Henderson Group PLC | 3,860,297 | $760.25M | 0.4% | -1.2% | 0.490% | |
| 5/19/2026 | Centaurus Financial Inc. | 25,063 | $4.99M | 0.2% | +24.2% | 0.003% | |
| 5/19/2026 | Bull Harbor Capital LLC | 3,164 | $630K | 0.2% | N/A | 0.000% | |
| 5/19/2026 | Strategic Investment Advisors MI | 1,308 | $260K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | IFS Group LLC | 3,760 | $748K | 0.7% | N/A | 0.000% | |
| 5/19/2026 | Strategic Planning Inc. | 1,824 | $363K | 0.2% | N/A | 0.000% | |
| 5/19/2026 | Opal Capital LLC | 9,372 | $1.87M | 0.3% | N/A | 0.001% | |
| 5/18/2026 | Sunbelt Securities Inc. | 6,651 | $1.32M | 0.1% | +2.8% | 0.001% | |
| 5/18/2026 | Guardian Partners Inc. | 3,226 | $644K | 0.1% | -64.8% | 0.000% | |
| 5/18/2026 | Amundi | 1,179,175 | $234.69M | 0.1% | -46.1% | 0.150% | |
| 5/18/2026 | Adalta Capital Management LLC | 7,850 | $1.56M | 0.7% | -1.3% | 0.001% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 6,340 | $1.26M | 0.0% | +22.8% | 0.001% | |
| 5/18/2026 | Empire Financial Management Company LLC | 45,856 | $9.13M | 2.1% | -0.8% | 0.006% | |
| 5/18/2026 | California State Teachers Retirement System | 1,182,774 | $235.41M | 0.2% | -2.1% | 0.150% | |
| 5/18/2026 | Richwood Investment Advisors LLC | 5,007 | $997K | 0.7% | +4.4% | 0.001% | |
| 5/18/2026 | Electron Capital Partners LLC | 93,653 | $18.64M | 0.7% | -48.4% | 0.012% | |
| 5/18/2026 | Elite Wealth Management Inc. | 2,500 | $498K | 0.2% | -4.4% | 0.000% | |
| 5/18/2026 | Empowered Funds LLC | 94,553 | $18.82M | 0.1% | -18.0% | 0.012% | |
| 5/18/2026 | Evelyn Partners Investment Management LLP | 16,347 | $3.25M | 0.1% | +88.1% | 0.002% | |
| 5/18/2026 | Evelyn Partners Investment Management Services Ltd | 563 | $112K | 0.0% | +14.2% | 0.000% | |
| 5/18/2026 | Evercore Wealth Management LLC | 10,955 | $2.18M | 0.0% | -5.1% | 0.001% | |
| 5/16/2026 | KCM Investment Advisors LLC | 12,084 | $2.41M | 0.1% | +18.4% | 0.002% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 3,137 | $624K | 0.1% | +23.4% | 0.000% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 2,001 | $398K | 0.2% | +12.1% | 0.000% | |
| 5/16/2026 | Quantinno Capital Management LP | 324,964 | $64.68M | 0.1% | +137.6% | 0.041% | |
| 5/16/2026 | Southpoint Capital Advisors LP | 700,000 | $139.32M | 2.9% | N/A | 0.089% | |
| 5/16/2026 | Clough Capital Partners L P | 179,240 | $35.67M | 3.4% | -17.3% | 0.023% | |
| 5/16/2026 | Castleark Management LLC | 26,080 | $5.19M | 0.2% | -46.5% | 0.003% | |
| 5/16/2026 | Jessup Wealth Management Inc | 3,140 | $625K | 0.2% | +11.9% | 0.000% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 10,451 | $2.08M | 0.1% | +140.0% | 0.001% | |
| 5/15/2026 | Delta Global Management LP | 10,781 | $2.15M | 0.2% | N/A | 0.001% | |
| 5/15/2026 | OMERS ADMINISTRATION Corp | 37,128 | $7.39M | 0.0% | +32.4% | 0.005% | |
| 5/15/2026 | Themes Management Co LLC | 35,905 | $7.15M | 4.4% | +72.4% | 0.005% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 33,468 | $6.66M | 0.1% | -46.9% | 0.004% | |
| 5/15/2026 | Aristotle Atlantic Partners LLC | 2,500 | $498K | 0.0% | N/A | 0.000% | |
| 5/15/2026 | Waverly Advisors LLC | 49,787 | $9.91M | 0.1% | +17.8% | 0.006% | |
| 5/15/2026 | Wealth Alliance LLC | 1,463 | $291K | 0.0% | +24.1% | 0.000% | |
| 5/15/2026 | Vivaldi Capital Management LP | 5,811 | $1.16M | 0.2% | -7.9% | 0.001% | |
| 5/15/2026 | Kryger Capital LLC | 25,000 | $4.98M | 0.4% | N/A | 0.003% | |
| 5/15/2026 | Empirical Finance LLC | 19,469 | $3.88M | 0.2% | +0.3% | 0.002% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 7,331 | $1.46M | 0.1% | -1.6% | 0.001% | |
| 5/14/2026 | Healthcare of Ontario Pension Plan Trust Fund | 180,070 | $35.84M | 0.1% | -31.5% | 0.023% | |
| 5/14/2026 | Renaissance Technologies LLC | 931,464 | $185.39M | 0.3% | +52.5% | 0.118% | |
| 5/14/2026 | Hilltop Holdings Inc. | 4,507 | $897K | 0.1% | N/A | 0.001% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 5/14/2026 | Morningstar Investment Management LLC | 8,872 | $1.77M | 0.1% | +8.5% | 0.001% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 10,378 | $2.07M | 0.1% | -7.5% | 0.001% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 302,601 | $60.23M | 0.2% | +1.4% | 0.038% | |
| 5/14/2026 | Compound Planning Inc. | 23,958 | $4.77M | 0.1% | +3.1% | 0.003% | |
| 5/14/2026 | CLG LLC | 3,416 | $680K | 0.2% | +3.0% | 0.000% | |
| 5/14/2026 | Keebeck Wealth Management | 1,583 | $315K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Caxton Associates LLP | 611,500 | $121.71M | 2.8% | +5,392.2% | 0.078% | |
| 5/14/2026 | Inceptionr LLC | 1,483 | $295K | 0.1% | N/A | 0.000% | |
| 5/14/2026 | Bowen Hanes & Co. Inc. | 285,670 | $56.86M | 1.4% | +0.7% | 0.036% | |
| 5/14/2026 | Bank of Nova Scotia | 145,893 | $29.04M | 0.0% | -43.4% | 0.019% | |