4/30/2025 | Round Rock Advisors LLC | 33,832 | $478K | 0.1% | +151.5% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 140,460 | $1.99M | 0.0% | +9.5% | 0.000% | |
4/25/2025 | Waterfront Wealth Inc. | 30,887 | $437K | 0.1% | -19.9% | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 26,736 | $378K | 0.0% | +43.2% | 0.000% | |
4/16/2025 | GraniteShares Advisors LLC | 186,017 | $2.63M | 1.7% | +6.4% | 0.000% | |
4/14/2025 | Capital Investment Advisors LLC | 159,765 | $2.26M | 0.0% | -10.2% | 0.000% | |
4/11/2025 | Blue Zone Wealth Advisors LLC | 301,626 | $4.27M | 1.2% | +16.8% | 0.000% | |
4/9/2025 | NBC Securities Inc. | 61,545 | $870K | 0.1% | +227,844.4% | 0.000% | |
2/27/2025 | Jefferies Financial Group Inc. | 182,793 | $2.58M | 0.0% | +0.5% | 0.000% | |
2/17/2025 | Jefferies Financial Group Inc. | 182,793 | $2.58M | 0.0% | +0.5% | 0.000% | |
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2/17/2025 | CoreCap Advisors LLC | 4,652 | $66K | 0.0% | -24.2% | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 58,311 | $824K | 0.0% | +12.6% | 0.000% | |
2/17/2025 | Baird Financial Group Inc. | 126,277 | $1.78M | 0.0% | +8.8% | 0.000% | |
2/17/2025 | Bank of America Corp DE | 252,312 | $3.57M | 0.0% | +1.0% | 0.000% | |
2/17/2025 | Ameriprise Financial Inc. | 17,603 | $249K | 0.0% | -7.4% | 0.000% | |
2/14/2025 | Comerica Bank | 38,876 | $549K | 0.0% | +13.5% | 0.000% | |
2/14/2025 | Virtus ETF Advisers LLC | 51,320 | $725K | 0.3% | +18.7% | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 666,783 | $9.42M | 0.1% | +28.4% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 276,133 | $3.90M | 0.0% | N/A | 0.000% | |
2/13/2025 | Invesco Ltd. | 342,804 | $4.84M | 0.0% | +10.4% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 128,248 | $1.81M | 0.0% | +5.7% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 924,949 | $13.07M | 0.0% | +2.7% | 0.000% | |
2/12/2025 | Orleans Capital Management Corp LA | 40,500 | $579K | 0.3% | -2.4% | 0.000% | |
2/11/2025 | LPL Financial LLC | 114,391 | $1.62M | 0.0% | +5.1% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 36,736 | $519K | 0.0% | -8.7% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 276,133 | $3.90M | 0.0% | N/A | 0.000% | |
2/6/2025 | WMG Financial Advisors LLC | 10,575 | $149K | 0.1% | -22.1% | 0.000% | |
2/4/2025 | GraniteShares Advisors LLC | 174,747 | $2.47M | 1.6% | +4.4% | 0.000% | |
2/3/2025 | Peregrine Asset Advisers Inc. | 58,864 | $832K | 0.3% | -7.0% | 0.000% | |
2/3/2025 | Waterfront Wealth Inc. | 38,546 | $545K | 0.1% | -25.9% | 0.000% | |
2/3/2025 | Wealth Alliance | 57,648 | $815K | 0.1% | -3.4% | 0.000% | |
1/31/2025 | Atria Wealth Solutions Inc. | 11,700 | $165K | 0.0% | -17.6% | 0.000% | |
1/30/2025 | Principal Securities Inc. | 212,931 | $3.01M | 0.1% | -0.5% | 0.000% | |
1/27/2025 | Verity Asset Management Inc. | 54,198 | $766K | 0.4% | -1.8% | 0.000% | |
1/24/2025 | Round Rock Advisors LLC | 13,454 | $190K | 0.0% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 18,668 | $264K | 0.0% | -10.3% | 0.000% | |
1/13/2025 | Capital Investment Advisors LLC | 178,007 | $2.52M | 0.1% | -2.5% | 0.000% | |
11/15/2024 | MML Investors Services LLC | 15,012 | $217K | 0.0% | +14.2% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 15,620 | $226K | 0.0% | -15.0% | 0.000% | |
11/8/2024 | Prospera Financial Services Inc | 12,298 | $178K | 0.0% | +18.7% | 0.000% | |
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 |
11/1/2024 | Fiera Capital Corp | 116,529 | $1.69M | 0.0% | -3.6% | 0.000% | |
10/28/2024 | Principal Securities Inc. | 213,901 | $3.10M | 0.1% | +95.3% | 0.000% | |
10/24/2024 | Consolidated Portfolio Review Corp | 27,435 | $397K | 0.1% | +3.3% | 0.000% | |
10/18/2024 | Capital Investment Advisors LLC | 182,519 | $2.64M | 0.1% | -1.6% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 28,591 | $414K | 0.0% | -9.4% | 0.000% | |
10/10/2024 | Annex Advisory Services LLC | 15,407 | $223K | 0.0% | N/A | 0.000% | |
10/8/2024 | Blue Zone Wealth Advisors LLC | 258,276 | $3.74M | 1.2% | -20.6% | 0.000% | |
8/12/2024 | ProVise Management Group LLC | 13,658 | $191K | 0.0% | -6.5% | 0.000% | |
8/10/2024 | Wealth Alliance | 50,962 | $711K | 0.1% | -4.7% | 0.000% | |
8/8/2024 | Luken Investment Analytics LLC | 2,500 | $35K | 0.0% | N/A | 0.000% | |
8/3/2024 | Shaker Financial Services LLC | 52,574 | $734K | 0.3% | -26.2% | 0.000% | |
8/1/2024 | GraniteShares Advisors LLC | 140,177 | $1.96M | 0.7% | +14.2% | 0.000% | |
8/1/2024 | Waterfront Wealth Inc. | 266,325 | $3.72M | 1.0% | -0.3% | 0.000% | |
8/1/2024 | Consolidated Portfolio Review Corp | 26,559 | $371K | 0.1% | +3.3% | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 40,352 | $563K | 0.0% | -2.2% | 0.000% | |
7/31/2024 | Concurrent Investment Advisors LLC | 15,066 | $210K | 0.0% | N/A | 0.000% | |
7/13/2024 | Blue Zone Wealth Advisors LLC | 325,373 | $4.54M | 1.6% | -23.8% | 0.000% | |
7/12/2024 | Capital Investment Advisors LLC | 185,576 | $2.59M | 0.1% | -1.7% | 0.000% | |
5/20/2024 | Virtu Financial LLC | 11,753 | $165K | 0.0% | N/A | 0.000% | |
5/13/2024 | Rockport Wealth LLC | 26,665 | $374K | 0.1% | N/A | 0.000% | |
5/9/2024 | ProVise Management Group LLC | 14,608 | $205K | 0.0% | -5.2% | 0.000% | |
4/30/2024 | Consolidated Portfolio Review Corp | 25,703 | $361K | 0.1% | -6.1% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 41,275 | $579K | 0.0% | +3.3% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 181,341 | $2.54M | 0.0% | -0.7% | 0.000% | |
4/22/2024 | PFG Investments LLC | 25,703 | $361K | 0.0% | N/A | 0.000% | |
4/22/2024 | GraniteShares Advisors LLC | 122,695 | $1.72M | 0.9% | +14.6% | 0.000% | |
4/18/2024 | Blue Zone Wealth Advisors LLC | 427,010 | $5.99M | 2.1% | +3.6% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 15,082 | $211K | 0.0% | N/A | 0.000% | |
2/15/2024 | Greytown Advisors Inc. | 51,381 | $718K | 0.4% | -6.5% | 0.000% | |
2/14/2024 | LM Advisors LLC | 18,327 | $256K | 0.1% | N/A | 0.000% | |
2/9/2024 | ProVise Management Group LLC | 15,408 | $215K | 0.0% | -10.0% | 0.000% | |
2/9/2024 | Wells Fargo & Company MN | 862,725 | $12.06M | 0.0% | -5.2% | 0.000% | |
2/9/2024 | UBS Group AG | 570,640 | $7.98M | 0.0% | -3.9% | 0.000% | |
2/8/2024 | Verity Asset Management Inc. | 53,412 | $747K | 0.5% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 46,352 | $648K | 0.0% | +2.6% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 31,963 | $446K | 0.0% | -6.0% | 0.000% | |
2/7/2024 | Shaker Financial Services LLC | 123,586 | $1.73M | 0.7% | -18.0% | 0.000% | |
2/7/2024 | Principal Securities Inc. | 125,211 | $1.75M | 0.1% | N/A | 0.000% | |
2/6/2024 | Peregrine Asset Advisers Inc. | 63,272 | $885K | 0.4% | -1.4% | 0.000% | |
2/6/2024 | FourThought Financial Partners LLC | 88,725 | $1.24M | 0.2% | -1.8% | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 14,200 | $199K | 0.0% | -11.4% | 0.000% | |
2/1/2024 | CWM LLC | 2,000 | $28K | 0.0% | -50.0% | 0.000% | |
1/31/2024 | Waterfront Wealth Inc. | 316,143 | $4.42M | 1.3% | -0.6% | 0.000% | |
1/30/2024 | GraniteShares Advisors LLC | 107,085 | $1.50M | 1.3% | N/A | 0.000% | |
1/29/2024 | Altus Wealth Group LLC | 10,696 | $150K | 0.1% | -10.8% | 0.000% | |
1/29/2024 | Consolidated Portfolio Review Corp | 27,366 | $383K | 0.1% | N/A | 0.000% | |
1/23/2024 | Carmichael Hill & Associates Inc. | 14,488 | $203K | 0.1% | +7.8% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 182,676 | $2.55M | 0.0% | -10.6% | 0.000% | |
1/16/2024 | Raymond James & Associates | 43,573 | $609K | 0.0% | -5.1% | 0.000% | |
1/10/2024 | Blue Zone Wealth Advisors LLC | 412,093 | $5.76M | 2.3% | +3.1% | 0.000% | |
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 |
1/5/2024 | Capital Investment Advisors LLC | 192,571 | $2.69M | 0.1% | -13.6% | 0.000% | |
11/13/2023 | Bramshill Investments LLC | 540,988 | $6.97M | 0.8% | -23.7% | 0.000% | |
11/9/2023 | Wealth Alliance | 54,820 | $706K | 0.1% | +7.1% | 0.000% | |
11/9/2023 | UBS Group AG | 593,538 | $7.65M | 0.0% | -3.9% | 0.000% | |
11/8/2023 | Pathstone Family Office LLC | 13,686 | $176K | 0.0% | N/A | 0.000% | |
11/7/2023 | Virtus ETF Advisers LLC | 46,066 | $593K | 0.4% | +92.7% | 0.000% | |
11/7/2023 | Pointe Capital Management LLC | 25,965 | $334K | 0.3% | +5.3% | 0.000% | |
11/4/2023 | NBC Securities Inc. | 33,989 | $437K | 0.0% | N/A | 0.000% | |
11/2/2023 | Shaker Financial Services LLC | 150,760 | $1.94M | 0.9% | +24.9% | 0.000% | |
10/31/2023 | Peregrine Asset Advisers Inc. | 64,147 | $826K | 0.4% | N/A | 0.000% | |