| 7/18/2025 | Pure Financial Advisors LLC | 1,883 | $325K | 0.0% | +106.7% | 0.000% | |
| 7/18/2025 | Consolidated Planning Corp | 24,913 | $4.30M | 0.5% | +6.3% | 0.004% | |
| 7/18/2025 | Robeco Institutional Asset Management B.V. | 586,290 | $101.08M | 0.2% | -43.8% | 0.106% | |
| 7/18/2025 | Newman Dignan & Sheerar Inc. | 12,304 | $2.12M | 0.5% | -1.6% | 0.002% | |
| 7/18/2025 | Mountain Pacific Investment Advisers LLC | 425,413 | $73.35M | 5.3% | -2.8% | 0.077% | |
| 7/18/2025 | Dogwood Wealth Management LLC | 7,058 | $1.20M | 0.6% | +5.1% | 0.001% | |
| 7/18/2025 | First Pacific Financial | 1,363 | $235K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Deltec Asset Management LLC | 6,000 | $1.03M | 0.2% | N/A | 0.001% | |
| 7/18/2025 | Trust Co. of Vermont | 6,807 | $1.17M | 0.1% | -1.5% | 0.001% | |
| 7/18/2025 | Forbes J M & Co. LLP | 4,483 | $773K | 0.1% | -11.5% | 0.001% | |
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| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 6,824 | $1.18M | 0.0% | -1.4% | 0.001% | |
| 7/18/2025 | Ninety One UK Ltd | 119,762 | $20.65M | 0.0% | N/A | 0.022% | |
| 7/18/2025 | Pacific Point Advisors LLC | 7,151 | $1.23M | 0.7% | +6.5% | 0.001% | |
| 7/18/2025 | Impact Capital Partners LLC | 3,223 | $556K | 0.2% | -8.0% | 0.001% | |
| 7/18/2025 | PFG Investments LLC | 3,035 | $523K | 0.0% | +18.7% | 0.001% | |
| 7/18/2025 | Consolidated Portfolio Review Corp | 2,425 | $418K | 0.1% | N/A | 0.000% | |
| 7/18/2025 | Institute for Wealth Management LLC. | 8,044 | $1.39M | 0.2% | +29.4% | 0.001% | |
| 7/18/2025 | Liberty Capital Management Inc. | 51,537 | $8.89M | 1.8% | -0.5% | 0.009% | |
| 7/18/2025 | Cooper Financial Group | 8,195 | $1.41M | 0.2% | -2.8% | 0.001% | |
| 7/18/2025 | Truist Financial Corp | 282,081 | $48.63M | 0.1% | +6.9% | 0.051% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 45,287 | $7.81M | 0.2% | -20.2% | 0.008% | |
| 7/17/2025 | Chicago Capital LLC | 32,689 | $5.64M | 0.1% | +130.7% | 0.006% | |
| 7/17/2025 | Robbins Farley | 24,449 | $4.22M | 2.0% | +3.3% | 0.004% | |
| 7/17/2025 | Park Place Capital Corp | 8,665 | $1.50M | 0.3% | +64.6% | 0.002% | |
| 7/17/2025 | Greenleaf Trust | 11,153 | $1.92M | 0.0% | -24.2% | 0.002% | |
| 7/17/2025 | Raleigh Capital Management Inc. | 1,342 | $231K | 0.1% | +6.8% | 0.000% | |
| 7/17/2025 | Asio Capital LLC | 21,743 | $3.75M | 0.6% | +45.7% | 0.004% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 48,974 | $8.44M | 0.0% | -22.1% | 0.009% | |
| 7/17/2025 | Venture Visionary Partners LLC | 3,948 | $681K | 0.0% | +62.0% | 0.001% | |
| 7/17/2025 | Invesco LLC | 2,934 | $506K | 0.2% | +11.3% | 0.001% | |
| 7/17/2025 | Wolff Wiese Magana LLC | 175 | $30K | 0.0% | -30.3% | 0.000% | |
| 7/17/2025 | Archford Capital Strategies LLC | 11,130 | $1.92M | 0.2% | +14.1% | 0.002% | |
| 7/17/2025 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1,607 | $277K | 0.1% | +9.5% | 0.000% | |
| 7/17/2025 | Moss Adams Wealth Advisors LLC | 1,800 | $310K | 0.0% | -13.9% | 0.000% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 2,082 | $359K | 0.0% | N/A | 0.000% | |
| 7/17/2025 | Generate Investment Management Ltd | 171,821 | $29.62M | 1.6% | +352.5% | 0.031% | |
| 7/17/2025 | Albion Financial Group UT | 141,131 | $24.33M | 1.6% | +0.8% | 0.025% | |
| 7/17/2025 | V Square Quantitative Management LLC | 11,439 | $1.97M | 0.3% | -7.5% | 0.002% | |
| 7/17/2025 | Norris Perne & French LLP MI | 1,718 | $296K | 0.0% | -5.5% | 0.000% | |
| 7/17/2025 | Investment Research & Advisory Group Inc. | 19,582 | $3.38M | 1.3% | -2.4% | 0.004% | |
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| 7/17/2025 | Global Trust Asset Management LLC | 389 | $67K | 0.0% | -68.5% | 0.000% | |
| 7/17/2025 | Independence Bank of Kentucky | 2,271 | $392K | 0.1% | +11.3% | 0.000% | |
| 7/17/2025 | Addenda Capital Inc. | 60,895 | $10.50M | 0.5% | -18.7% | 0.011% | |
| 7/17/2025 | City Holding Co. | 15,867 | $2.74M | 0.4% | +3.7% | 0.003% | |
| 7/17/2025 | Patton Albertson Miller Group LLC | 38,019 | $6.56M | 0.9% | +0.5% | 0.007% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 3,737 | $644K | 0.1% | +102.3% | 0.001% | |
| 7/17/2025 | Fort Washington Investment Advisors Inc. OH | 2,037 | $351K | 0.0% | +8.1% | 0.000% | |
| 7/17/2025 | Guyasuta Investment Advisors Inc. | 155,818 | $26.87M | 1.6% | +5.1% | 0.028% | |
| 7/17/2025 | Avior Wealth Management LLC | 25,317 | $4.37M | 0.2% | -1.6% | 0.005% | |
| 7/17/2025 | Hengehold Capital Management LLC | 6,697 | $1.16M | 0.1% | +3.4% | 0.001% | |
| 7/17/2025 | Michels Family Financial LLC | 3,216 | $554K | 0.5% | -3.7% | 0.001% | |
| 7/17/2025 | Western Financial Corp CA | 3,868 | $667K | 0.4% | +13.5% | 0.001% | |
| 7/16/2025 | Spirepoint Private Client LLC | 12,930 | $2.23M | 0.3% | N/A | 0.002% | |
| 7/16/2025 | Builder Investment Group Inc. ADV | 52,720 | $9.09M | 2.2% | -0.3% | 0.010% | |
| 7/16/2025 | ORG Wealth Partners LLC | 631 | $109K | 0.0% | -21.0% | 0.000% | |
| 7/16/2025 | Brown Lisle Cummings Inc. | 21,944 | $3.78M | 1.0% | -1.4% | 0.004% | |
| 7/16/2025 | Signaturefd LLC | 13,406 | $2.31M | 0.0% | +1.5% | 0.002% | |
| 7/16/2025 | ORG Partners LLC | 426 | $74K | 0.0% | +378.7% | 0.000% | |
| 7/16/2025 | Rainier Family Wealth Inc. | 2,724 | $470K | 0.5% | -15.1% | 0.000% | |
| 7/16/2025 | Kendall Capital Management | 15,118 | $2.61M | 0.7% | -1.9% | 0.003% | |
| 7/16/2025 | Lloyd Advisory Services LLC. | 1,936 | $334K | 0.2% | N/A | 0.000% | |
| 7/16/2025 | State of Alaska Department of Revenue | 76,143 | $13.13M | 0.1% | -0.3% | 0.014% | |
| 7/16/2025 | Patton Fund Management Inc. | 1,566 | $270K | 0.2% | -88.5% | 0.000% | |
| 7/16/2025 | Kathmere Capital Management LLC | 1,488 | $257K | 0.0% | +7.7% | 0.000% | |
| 7/16/2025 | ST Germain D J Co. Inc. | 4,161 | $717K | 0.0% | -1.5% | 0.001% | |
| 7/16/2025 | Evergreen Private Wealth LLC | 767 | $132K | 0.1% | -19.5% | 0.000% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 3,023 | $521K | 0.0% | +6.7% | 0.001% | |
| 7/16/2025 | Strategic Investment Solutions Inc. IL | 2,181 | $376K | 0.1% | N/A | 0.000% | |
| 7/16/2025 | LS Investment Advisors LLC | 119,385 | $20.58M | 3.0% | +2.8% | 0.022% | |
| 7/16/2025 | Cox Capital Mgt LLC | 19,076 | $3.29M | 2.2% | -1.7% | 0.003% | |
| 7/16/2025 | CX Institutional | 46,097 | $7.95M | 0.3% | -22.8% | 0.008% | |
| 7/16/2025 | American National Bank & Trust | 86,213 | $14.86M | 1.5% | +0.4% | 0.016% | |
| 7/16/2025 | Hartford Investment Management Co. | 33,443 | $5.77M | 0.2% | -3.7% | 0.006% | |
| 7/16/2025 | AAFMAA Wealth Management & Trust LLC | 6,485 | $1.12M | 0.5% | -10.1% | 0.001% | |
| 7/16/2025 | Dakota Wealth Management | 12,566 | $2.17M | 0.0% | +8.6% | 0.002% | |
| 7/16/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 114,136 | $19.68M | 0.6% | -37.4% | 0.021% | |
| 7/16/2025 | Perigon Wealth Management LLC | 2,587 | $446K | 0.0% | -25.8% | 0.000% | |
| 7/16/2025 | Castleview Partners LLC | 1,356 | $234K | 0.2% | N/A | 0.000% | |
| 7/15/2025 | Palumbo Wealth Management LLC | 18,896 | $3.26M | 1.0% | -0.3% | 0.003% | |
| 7/15/2025 | Perennial Advisors LLC | 73,598 | $12.69M | 2.4% | +1.0% | 0.013% | |
| 7/15/2025 | Harrell Investment Partners LLC | 2,510 | $433K | 0.1% | -80.5% | 0.000% | |
| 7/15/2025 | TD Private Client Wealth LLC | 11,749 | $2.03M | 0.0% | -41.7% | 0.002% | |
| 7/15/2025 | Mather Group LLC. | 1,723 | $297K | 0.0% | -16.0% | 0.000% | |
| 7/15/2025 | Peddock Capital Advisors LLC | 22,121 | $3.81M | 0.9% | +1.9% | 0.004% | |
| 7/15/2025 | Public Employees Retirement System of Ohio | 237,206 | $40.90M | 0.1% | -9.7% | 0.043% | |
| 7/15/2025 | Buttonwood Financial Advisors Inc. | 12,022 | $2.07M | 0.8% | -0.5% | 0.002% | |
| 7/15/2025 | Financial Management Professionals Inc. | 518 | $89K | 0.0% | -59.9% | 0.000% | |
| 7/15/2025 | Ballentine Partners LLC | 10,825 | $1.87M | 0.0% | +27.1% | 0.002% | |
| 7/15/2025 | Cigna Investments Inc. New | 5,421 | $935K | 0.2% | -5.1% | 0.001% | |
| 7/15/2025 | Legacy Financial Group LLC | 1,562 | $269K | 0.0% | -5.6% | 0.000% | |
Google did what!?!? (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 |
| 7/15/2025 | Accurate Wealth Management LLC | 1,505 | $255K | 0.0% | +12.5% | 0.000% | |
| 7/15/2025 | Fifth Third Bancorp | 100,479 | $17.32M | 0.1% | -3.8% | 0.018% | |
| 7/15/2025 | CCM Investment Advisers LLC | 71,058 | $12.25M | 1.3% | +4.7% | 0.013% | |
| 7/15/2025 | Sheets Smith Wealth Management | 1,429 | $246K | 0.0% | -67.5% | 0.000% | |
| 7/15/2025 | Hall Laurie J Trustee | 17,515 | $3.02M | 1.0% | -1.5% | 0.003% | |
| 7/15/2025 | Forte Capital LLC ADV | 2,100 | $362K | 0.0% | -23.0% | 0.000% | |
| 7/15/2025 | Oregon Pacific Wealth Management LLC | 1,396 | $241K | 0.2% | +23.2% | 0.000% | |
| 7/15/2025 | Fortitude Family Office LLC | 254 | $44K | 0.0% | -25.5% | 0.000% | |
| 7/14/2025 | CHICAGO TRUST Co NA | 5,960 | $1.03M | 0.1% | -1.1% | 0.001% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 1,919 | $331K | 0.1% | -42.2% | 0.000% | |
