| 5/2/2025 | Leo Wealth LLC | 9,908 | $375K | 0.1% | -31.2% | 0.001% | |
| 5/2/2025 | Dakota Wealth Management | 82,169 | $3.11M | 0.1% | -6.8% | 0.006% | |
| 5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 39,949 | $1.60M | 0.0% | +267.6% | 0.003% | |
| 5/2/2025 | SBI Securities Co. Ltd. | 5,573 | $211K | 0.0% | +9.7% | 0.000% | |
| 5/2/2025 | Apollon Wealth Management LLC | 33,684 | $1.28M | 0.0% | -14.7% | 0.002% | |
| 5/2/2025 | Bogart Wealth LLC | 1,174 | $44K | 0.0% | +53.3% | 0.000% | |
| 5/2/2025 | Sigma Planning Corp | 35,635 | $1.35M | 0.0% | -10.3% | 0.002% | |
| 5/2/2025 | Catalyst Financial Partners LLC | 7,462 | $283K | 0.1% | +4.4% | 0.001% | |
| 5/2/2025 | Signaturefd LLC | 29,873 | $1.13M | 0.0% | -7.8% | 0.002% | |
| 5/1/2025 | Bleakley Financial Group LLC | 80,840 | $3.06M | 0.1% | +3.2% | 0.006% | |
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| 5/1/2025 | Securian Asset Management Inc. | 76,056 | $2.88M | 0.1% | -1.5% | 0.005% | |
| 5/1/2025 | Weatherly Asset Management L. P. | 31,727 | $1.20M | 0.1% | -2.7% | 0.002% | |
| 5/1/2025 | Key Financial Inc | 945 | $36K | 0.0% | -34.3% | 0.000% | |
| 5/1/2025 | Whitener Capital Management Inc. | 11,296 | $428K | 0.1% | +6.4% | 0.001% | |
| 5/1/2025 | Asset Dedication LLC | 6,300 | $239K | 0.0% | +2,440.3% | 0.000% | |
| 5/1/2025 | CWM LLC | 69,497 | $2.63M | 0.0% | +35.4% | 0.005% | |
| 5/1/2025 | Oxbow Advisors LLC | 6,377 | $241K | 0.0% | -4.5% | 0.000% | |
| 5/1/2025 | Stephens Inc. AR | 56,777 | $2.15M | 0.0% | +4.3% | 0.004% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 11,171 | $423K | 0.0% | -21.4% | 0.001% | |
| 5/1/2025 | New York State Common Retirement Fund | 2,030,622 | $76.88M | 0.1% | -3.2% | 0.141% | |
| 5/1/2025 | Mutual of America Capital Management LLC | 193,407 | $7.32M | 0.1% | -3.3% | 0.013% | |
| 5/1/2025 | Arizona State Retirement System | 421,469 | $15.96M | 0.1% | +2.2% | 0.029% | |
| 5/1/2025 | Ballentine Partners LLC | 16,468 | $623K | 0.0% | +2.0% | 0.001% | |
| 5/1/2025 | Fort Sheridan Advisors LLC | 9,809 | $371K | 0.1% | -25.5% | 0.001% | |
| 5/1/2025 | IFC Advisors LLC | 90,468 | $3.43M | 0.7% | +10.0% | 0.006% | |
| 5/1/2025 | Cromwell Holdings LLC | 4,202 | $159K | 0.1% | -8.0% | 0.000% | |
| 5/1/2025 | Diversify Wealth Management LLC | 17,846 | $663K | 0.0% | +8.6% | 0.001% | |
| 5/1/2025 | Xponance Inc. | 204,444 | $7.74M | 0.1% | +1.7% | 0.014% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 11,067 | $413K | 0.0% | -6.4% | 0.001% | |
| 4/30/2025 | Cerity Partners LLC | 178,638 | $6.76M | 0.0% | +3.8% | 0.012% | |
| 4/30/2025 | DMC Group LLC | 8,795 | $333K | 0.3% | +11.3% | 0.001% | |
| 4/30/2025 | Hunter Associates Investment Management LLC | 8,768 | $333K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Alps Advisors Inc. | 216,960 | $8.21M | 0.0% | +19.8% | 0.015% | |
| 4/30/2025 | Capital Insight Partners LLC | 14,175 | $537K | 0.1% | +4.0% | 0.001% | |
| 4/30/2025 | Sharpepoint LLC | 6,679 | $248K | 0.2% | -41.8% | 0.000% | |
| 4/30/2025 | Leavell Investment Management Inc. | 71,892 | $2.72M | 0.1% | -2.4% | 0.005% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 8,271 | $313K | 0.0% | -15.9% | 0.001% | |
| 4/30/2025 | Mraz Amerine & Associates Inc. | 62,340 | $2.40M | 0.4% | +4.5% | 0.004% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 349,183 | $13.22M | 0.1% | +2.6% | 0.024% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 6,748 | $255K | 0.0% | N/A | 0.000% | |
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.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 4/30/2025 | Axxcess Wealth Management LLC | 23,039 | $872K | 0.0% | +44.5% | 0.002% | |
| 4/30/2025 | New Mexico Educational Retirement Board | 67,180 | $2.54M | 0.1% | -1.9% | 0.005% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 53,802 | $2.04M | 0.6% | +21.4% | 0.004% | |
| 4/30/2025 | Greenleaf Trust | 26,093 | $988K | 0.0% | +1.2% | 0.002% | |
| 4/30/2025 | Optimum Investment Advisors | 2,750 | $104K | 0.0% | +34.1% | 0.000% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 2,580,155 | $97.32M | 0.2% | +7.6% | 0.180% | |
| 4/30/2025 | M&T Bank Corp | 97,680 | $3.70M | 0.0% | -16.0% | 0.007% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 39,416 | $1.49M | 0.0% | -1.9% | 0.003% | |
| 4/30/2025 | Stratos Investment Management LLC | 64,519 | $2.44M | 0.1% | +238.5% | 0.004% | |
| 4/30/2025 | Hourglass Capital LLC | 163,683 | $6.20M | 1.6% | +3.9% | 0.011% | |
| 4/30/2025 | Brown Advisory Inc. | 9,795 | $371K | 0.0% | -31.6% | 0.001% | |
| 4/30/2025 | Ninety One SA PTY Ltd | 7,430 | $277K | 0.1% | N/A | 0.001% | |
| 4/30/2025 | Ninety One UK Ltd | 4,478,060 | $169.54M | 0.5% | +27.2% | 0.312% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 45,668 | $1.73M | 0.2% | -30.3% | 0.003% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 55,141 | $2.09M | 0.0% | +1.3% | 0.004% | |
| 4/30/2025 | J Hagan Capital Inc. | 6,433 | $245K | 0.2% | N/A | 0.000% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 234,330 | $8.87M | 0.3% | +0.4% | 0.016% | |
| 4/29/2025 | Financial Counselors Inc. | 10,989 | $416K | 0.0% | +22.4% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 12,868 | $487K | 0.0% | +8.7% | 0.001% | |
| 4/29/2025 | Capital Advisors Inc. OK | 791,326 | $29.96M | 0.6% | +1.2% | 0.055% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 31,818 | $1.21M | 0.4% | -1.1% | 0.002% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,469,761 | $55.65M | 0.0% | +3.0% | 0.102% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 2,760 | $104K | 0.0% | +12.2% | 0.000% | |
| 4/29/2025 | Compass Wealth Management LLC | 32,786 | $1.24M | 0.3% | -21.5% | 0.002% | |
| 4/29/2025 | Quattro Financial Advisors LLC | 65,787 | $2.49M | 0.9% | +32.1% | 0.005% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 34,055 | $1.29M | 0.0% | +8.5% | 0.002% | |
| 4/29/2025 | HM Payson & Co. | 3,716 | $141K | 0.0% | -40.2% | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 21,942,063 | $830.73M | 0.2% | +13.7% | 1.527% | |
| 4/29/2025 | World Investment Advisors | 13,378 | $507K | 0.0% | -26.9% | 0.001% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 9,102 | $345K | 0.0% | +3.2% | 0.001% | |
| 4/29/2025 | Argyle Capital Management LLC | 35,170 | $1.33M | 0.5% | +27.6% | 0.002% | |
| 4/29/2025 | Investors Asset Management of Georgia Inc. GA ADV | 17,673 | $670K | 0.3% | +9.5% | 0.001% | |
| 4/29/2025 | Strategic Blueprint LLC | 87,852 | $3.33M | 0.2% | +65.4% | 0.006% | |
| 4/29/2025 | Catalyst Capital Advisors LLC | 28,000 | $1.06M | 0.0% | +34.0% | 0.002% | |
| 4/29/2025 | Pacific Heights Asset Management LLC | 2,175,000 | $82.35M | 5.6% | +0.2% | 0.151% | |
| 4/29/2025 | IFM Investors Pty Ltd | 285,491 | $10.81M | 0.1% | +9.4% | 0.020% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 14,794 | $560K | 0.0% | -2.6% | 0.001% | |
| 4/29/2025 | Calamos Wealth Management LLC | 9,581 | $363K | 0.0% | +36.0% | 0.001% | |
| 4/29/2025 | Calamos Advisors LLC | 678,332 | $25.68M | 0.1% | +0.7% | 0.047% | |
| 4/29/2025 | Goehring & Rozencwajg Associates LLC | 230,701 | $9.39M | 1.7% | +2.2% | 0.016% | |
| 4/29/2025 | Goelzer Investment Management Inc. | 87,324 | $3.31M | 0.2% | -3.6% | 0.006% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 10,771 | $408K | 0.0% | -3.4% | 0.001% | |
| 4/28/2025 | D.A. Davidson & CO. | 225,141 | $8.52M | 0.1% | -11.9% | 0.016% | |
| 4/28/2025 | Principal Financial Group Inc. | 1,678,407 | $63.54M | 0.0% | +0.6% | 0.117% | |
| 4/28/2025 | Mutual Advisors LLC | 13,304 | $497K | 0.0% | -16.1% | 0.001% | |
| 4/28/2025 | Oregon Public Employees Retirement Fund | 123,494 | $4.68M | 0.1% | +0.2% | 0.009% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 6,109 | $231K | 0.0% | -7.2% | 0.000% | |
| 4/28/2025 | Teacher Retirement System of Texas | 276,753 | $10.48M | 0.0% | +226.5% | 0.019% | |
| 4/28/2025 | Private Trust Co. NA | 3,510 | $133K | 0.0% | -19.0% | 0.000% | |
| 4/28/2025 | Arlington Trust Co LLC | 2,778 | $105K | 0.0% | +634.9% | 0.000% | |
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.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
| 4/28/2025 | Moody Lynn & Lieberson LLC | 84,990 | $3.22M | 0.2% | N/A | 0.006% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 382,081 | $14.47M | 1.7% | +20.5% | 0.027% | |
| 4/28/2025 | Keybank National Association OH | 2,491,413 | $94.33M | 0.4% | 0.0% | 0.173% | |
| 4/28/2025 | Rossby Financial LCC | 15,715 | $587K | 0.2% | +25.3% | 0.001% | |
| 4/28/2025 | Summit Trail Advisors LLC | 15,816 | $599K | 0.0% | +39.9% | 0.001% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 167,334 | $6.34M | 0.1% | +4.9% | 0.012% | |
| 4/28/2025 | Cidel Asset Management Inc. | 8,160 | $309K | 0.0% | +5.7% | 0.001% | |
| 4/28/2025 | Vontobel Holding Ltd. | 219,856 | $8.32M | 0.0% | +25.4% | 0.015% | |
| 4/25/2025 | Koshinski Asset Management Inc. | 24,884 | $942K | 0.1% | +24.0% | 0.002% | |
| 4/25/2025 | Westside Investment Management Inc. | 14,473 | $550K | 0.1% | +79.0% | 0.001% | |
