| 7/7/2026 | GAMMA Investing LLC | 9,563 | $448K | 0.0% | +8.2% | 0.001% | |
| 7/7/2026 | Moody National Bank Trust Division | 6,366 | $298K | 0.0% | -9.7% | 0.000% | |
| 7/2/2026 | Versant Capital Management Inc | 13,534 | $634K | 0.1% | -2.1% | 0.001% | |
| 7/2/2026 | Hilltop National Bank | 2,785 | $131K | 0.0% | -12.7% | 0.000% | |
| 6/11/2026 | LFG Wealth Partners LLC | 70,047 | $3.97M | 2.4% | -10.7% | 0.004% | |
| 6/3/2026 | Parallel Advisors LLC | 9,483 | $537K | 0.0% | +36.5% | 0.001% | |
| 6/2/2026 | Optiver Holding B.V. | 116,338 | $6.59M | 0.0% | N/A | 0.007% | |
| 5/26/2026 | Glenmede Trust Co. NA | 13,493 | $764K | 0.0% | +5.5% | 0.001% | |
| 5/19/2026 | Bank of America Corp DE | 701,374 | $39.71M | 0.0% | -20.4% | 0.042% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 7,401 | $419K | 0.0% | +2.9% | 0.000% | |
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 |
| 5/18/2026 | Royal Bank of Canada | 12,596 | $713K | 0.0% | -78.0% | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 453,940 | $25.70M | 0.0% | +13.2% | 0.027% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 18,844 | $1.07M | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Compound Planning Inc. | 11,915 | $675K | 0.0% | +11.7% | 0.001% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 1,118,771 | $63.33M | 0.0% | N/A | 0.066% | |
| 5/14/2026 | Sei Investments Co. | 12,011 | $680K | 0.0% | +1.7% | 0.001% | |
| 5/13/2026 | Cetera Investment Advisers | 26,369 | $1.49M | 0.0% | +26.2% | 0.002% | |
| 5/13/2026 | CI Investments Inc. | 141,908 | $8.03M | 0.0% | -23.2% | 0.008% | |
| 5/13/2026 | First Trust Advisors LP | 20,013 | $1.13M | 0.0% | +8.8% | 0.001% | |
| 5/12/2026 | a16z Perennial Management L.P. | 3,701 | $210K | 0.0% | N/A | 0.000% | |
| 5/12/2026 | XY Capital Ltd | 13,582 | $769K | 0.8% | N/A | 0.001% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 33,300 | $1.89M | 0.0% | -5.8% | 0.002% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 1,500 | $85K | 0.0% | N/A | 0.000% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 3,606 | $204K | 0.0% | N/A | 0.000% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 83,432 | $4.72M | 0.0% | -6.8% | 0.005% | |
| 5/7/2026 | Parallel Advisors LLC | 9,483 | $537K | 0.0% | +36.5% | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 11,810 | $669K | 0.0% | +2,450.8% | 0.001% | |
| 5/6/2026 | Gallacher Capital Management LLC | 21,356 | $1.21M | 0.5% | +1.2% | 0.001% | |
| 5/6/2026 | Bessemer Group Inc. | 4,066 | $229K | 0.0% | -9.3% | 0.000% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 12,655 | $721K | 0.0% | +18.1% | 0.001% | |
| 5/5/2026 | Bank of New York Mellon Corp | 65,344 | $3.70M | 0.0% | +5.6% | 0.004% | |
| 5/5/2026 | Advisors Preferred LLC | 19,728 | $1.12M | 0.2% | -6.6% | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 11,854 | $671K | 0.0% | +10.4% | 0.001% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 11,071 | $627K | 0.0% | +2.0% | 0.001% | |
| 5/5/2026 | Flynn Zito Capital Management LLC | 6,902 | $391K | 0.1% | -8.6% | 0.000% | |
| 5/4/2026 | ABC Arbitrage SA | 12,207 | $691K | 0.1% | N/A | 0.001% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,585 | $203K | 0.0% | N/A | 0.000% | |
| 5/4/2026 | Bleakley Financial Group LLC | 32,106 | $1.82M | 0.0% | +11.8% | 0.002% | |
| 5/4/2026 | Archer Investment Corp | 5,782 | $327K | 0.1% | N/A | 0.000% | |
| 5/2/2026 | Carnegie Investment Counsel | 6,445 | $365K | 0.0% | -27.9% | 0.000% | |
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 |
| 5/1/2026 | Sequoia Financial Advisors LLC | 34,588 | $1.96M | 0.0% | +3.7% | 0.002% | |
| 5/1/2026 | Kornitzer Capital Management Inc. KS | 11,735 | $664K | 0.0% | +18.8% | 0.001% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 108,986 | $6.17M | 0.1% | -2.7% | 0.006% | |
| 4/30/2026 | Kestra Advisory Services LLC | 8,357 | $473K | 0.0% | -4.1% | 0.000% | |
| 4/29/2026 | Flatrock Wealth Partners LLC | 10,876 | $622K | 0.3% | N/A | 0.001% | |
| 4/29/2026 | R Squared Ltd | 5,752 | $326K | 0.2% | -52.5% | 0.000% | |
| 4/29/2026 | Sage Rhino Capital LLC | 3,846 | $218K | 0.0% | N/A | 0.000% | |
| 4/28/2026 | Kathmere Capital Management LLC | 13,635 | $772K | 0.0% | +23.3% | 0.001% | |
| 4/28/2026 | QRG Capital Management Inc. | 133,035 | $7.53M | 0.1% | +35.3% | 0.008% | |
| 4/27/2026 | HB Wealth Management LLC | 5,211 | $295K | 0.0% | N/A | 0.000% | |
| 4/27/2026 | Private Advisor Group LLC | 27,499 | $1.56M | 0.0% | +198.2% | 0.002% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 21,455 | $1.22M | 0.0% | N/A | 0.001% | |
| 4/25/2026 | Keybank National Association OH | 7,748 | $439K | 0.0% | N/A | 0.000% | |
| 4/23/2026 | Inspire Investing LLC | 7,645 | $433K | 0.0% | -4.0% | 0.000% | |
| 4/23/2026 | EWA LLC | 3,573 | $202K | 0.0% | N/A | 0.000% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 23,313 | $1.32M | 0.0% | +185.9% | 0.001% | |
| 4/22/2026 | Traveka Wealth LLC | 4,485 | $254K | 0.1% | N/A | 0.000% | |
| 4/22/2026 | Venturi Wealth Management LLC | 7,991 | $452K | 0.0% | +6.8% | 0.000% | |
| 4/21/2026 | SmartHarvest Portfolios LLC | 5,673 | $321K | 0.1% | -10.6% | 0.000% | |
| 4/21/2026 | Aaron Wealth Advisors LLC | 16,224 | $918K | 0.1% | +21.7% | 0.001% | |
| 4/21/2026 | OLD National Bancorp IN | 4,008 | $227K | 0.0% | N/A | 0.000% | |
| 4/20/2026 | Ritholtz Wealth Management | 47,441 | $2.69M | 0.0% | +39.6% | 0.003% | |
| 4/20/2026 | Blue Trust Inc. | 11,605 | $657K | 0.0% | -26.7% | 0.001% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,328 | $50K | 0.0% | -12.9% | 0.000% | |
| 3/11/2026 | Larry Mathis Financial Planning LLC | 7,069 | $268K | 0.2% | N/A | 0.000% | |
| 3/9/2026 | Corient Private Wealth LLC | 55,003 | $2.09M | 0.0% | +4.0% | 0.003% | |
| 2/19/2026 | Compound Planning Inc. | 10,667 | $405K | 0.0% | +7.3% | 0.000% | |
| 2/19/2026 | Corient Private Wealth LLC | 91,943 | $3.49M | 0.0% | +73.9% | 0.000% | |
| 2/18/2026 | Vident Advisory LLC | 35,936 | $1.36M | 0.0% | -5.3% | 0.002% | |
| 2/18/2026 | EP Wealth Advisors LLC | 7,247 | $275K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Millennium Management LLC | 161,359 | $6.12M | 0.0% | -15.2% | 0.000% | |
| 2/18/2026 | Inspire Investing LLC | 7,961 | $302K | 0.0% | +6.6% | 0.000% | |
| 2/18/2026 | Balyasny Asset Management L.P. | 15,050 | $571K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Guggenheim Capital LLC | 26,291 | $997K | 0.0% | +9.9% | 0.000% | |
| 2/17/2026 | DV Equities LLC | 926 | $35K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | AQR Capital Management LLC | 47,312 | $1.80M | 0.0% | +41.7% | 0.000% | |
| 2/17/2026 | Abel Hall LLC | 7,236 | $275K | 0.1% | N/A | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 20,894 | $793K | 0.0% | +33.5% | 0.000% | |
| 2/17/2026 | Laird Norton Wetherby Trust Company LLC | 28,603 | $1.09M | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 19,467 | $739K | 0.0% | +14.7% | 0.000% | |
| 2/17/2026 | Arosa Capital Management LP | 110,000 | $4.17M | 0.5% | N/A | 0.000% | |
| 2/17/2026 | Russell Investments Group Ltd. | 28,970 | $1.10M | 0.0% | +52.3% | 0.000% | |
| 2/17/2026 | &PARTNERS | 11,663 | $442K | 0.0% | +3.5% | 0.000% | |
| 2/17/2026 | LFG Wealth Partners LLC | 78,414 | $2.98M | 1.9% | N/A | 0.000% | |
| 2/16/2026 | Vanguard Personalized Indexing Management LLC | 80,169 | $3.04M | 0.0% | -2.1% | 0.000% | |
| 2/16/2026 | MML Investors Services LLC | 22,577 | $857K | 0.0% | +20.6% | 0.000% | |
| 2/16/2026 | Mariner LLC | 106,717 | $4.05M | 0.0% | +14.2% | 0.000% | |
| 2/16/2026 | Glen Eagle Advisors LLC | 6,330 | $240K | 0.0% | +16.8% | 0.000% | |
| 2/16/2026 | Arax Advisory Partners | 3,726 | $141K | 0.0% | +32.2% | 0.000% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 5,991 | $227K | 0.0% | N/A | 0.000% | |
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| 2/13/2026 | Inspire Advisors LLC | 16,307 | $619K | 0.1% | -3.5% | 0.000% | |
| 2/13/2026 | Stifel Financial Corp | 45,132 | $1.71M | 0.0% | -18.1% | 0.000% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 7,783 | $297K | 0.0% | +26.6% | 0.000% | |
| 2/13/2026 | GQG Partners LLC | 175,726 | $6.67M | 0.0% | +24.4% | 0.000% | |
| 2/13/2026 | Morgan Stanley | 3,019,566 | $114.56M | 0.0% | +0.6% | 0.000% | |
| 2/13/2026 | First Trust Advisors LP | 18,389 | $698K | 0.0% | +11.9% | 0.000% | |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 146,823 | $5.57M | 0.0% | +19.3% | 0.000% | |
| 2/13/2026 | State Street Corp | 100,706 | $3.83M | 0.0% | -51.9% | 0.000% | |
| 2/13/2026 | Van ECK Associates Corp | 30,462 | $1.16M | 0.0% | +16.0% | 0.000% | |
| 2/13/2026 | Ieq Capital LLC | 18,791 | $713K | 0.0% | +11.6% | 0.000% | |