4/30/2025 | Cerity Partners LLC | 10,812 | $1.70M | 0.0% | +393.9% | 0.006% | |
4/30/2025 | Hunter Associates Investment Management LLC | 2,025 | $319K | 0.0% | -12.9% | 0.001% | |
4/30/2025 | Allworth Financial LP | 4,066 | $697K | 0.0% | +4.4% | 0.002% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 71,161 | $11.23M | 0.0% | +8.1% | 0.037% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,544 | $1.66M | 0.0% | -1.8% | 0.005% | |
4/30/2025 | Brown Advisory Inc. | 1,303 | $205K | 0.0% | N/A | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 8,597 | $1.36M | 0.0% | -8.4% | 0.004% | |
4/30/2025 | Fullcircle Wealth LLC | 8,964 | $1.53M | 0.6% | +25.7% | 0.005% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 23,985 | $3.78M | 0.1% | -15.4% | 0.012% | |
4/29/2025 | Envestnet Asset Management Inc. | 58,388 | $9.20M | 0.0% | +36.1% | 0.030% | |
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4/29/2025 | Hexagon Capital Partners LLC | 226 | $36K | 0.0% | +494.7% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 175,843 | $27.71M | 0.0% | +2.8% | 0.091% | |
4/29/2025 | Palisade Capital Management LP | 150,473 | $23.71M | 0.7% | +6.5% | 0.078% | |
4/28/2025 | D.A. Davidson & CO. | 1,683 | $265K | 0.0% | N/A | 0.001% | |
4/28/2025 | Principal Financial Group Inc. | 10,710 | $1.68M | 0.0% | +34.4% | 0.006% | |
4/28/2025 | St. James Investment Company LLC | 219,988 | $34.66M | 5.8% | +29.3% | 0.114% | |
4/28/2025 | Rossby Financial LCC | 2,600 | $442K | 0.2% | -34.2% | 0.001% | |
4/28/2025 | Cidel Asset Management Inc. | 2,374 | $373K | 0.0% | -8.7% | 0.001% | |
4/28/2025 | Elevate Capital Advisors LLC | 16,276 | $2.56M | 2.4% | -19.7% | 0.008% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 1,568 | $267K | 0.1% | N/A | 0.001% | |
4/24/2025 | Marathon Asset Management Ltd | 351,677 | $55.31M | 1.7% | -2.5% | 0.183% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 100,948 | $15.91M | 0.0% | +4.1% | 0.052% | |
4/24/2025 | Vista Investment Partners II LLC | 3,298 | $520K | 0.3% | -53.8% | 0.002% | |
4/24/2025 | Schwartz Investment Counsel Inc. | 124,200 | $19.57M | 0.7% | +4.2% | 0.065% | |
4/24/2025 | U S Global Investors Inc. | 85,773 | $13.51M | 1.8% | -3.9% | 0.045% | |
4/24/2025 | Lafayette Investments Inc. | 2,286 | $360K | 0.1% | N/A | 0.001% | |
4/24/2025 | Waverton Investment Management Ltd | 5,308 | $836K | 0.0% | -1.8% | 0.003% | |
4/24/2025 | Trust Co. of Vermont | 1,265 | $199K | 0.0% | +10.0% | 0.001% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,513 | $238K | 0.0% | +18.5% | 0.001% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,499 | $551K | 0.0% | +70.6% | 0.002% | |
4/23/2025 | Perigon Wealth Management LLC | 1,289 | $203K | 0.0% | N/A | 0.001% | |
4/23/2025 | Golden State Wealth Management LLC | 230 | $36K | 0.0% | +100.0% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 13,130 | $2.07M | 0.0% | +1,583.3% | 0.007% | |
4/23/2025 | Spire Wealth Management | 3,431 | $541K | 0.0% | +13.1% | 0.002% | |
4/23/2025 | Moran Wealth Management LLC | 8,008 | $1.26M | 0.0% | -3.9% | 0.004% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 521,540 | $82.17M | 0.3% | -2.3% | 0.271% | |
4/22/2025 | Hudson Value Partners LLC | 31,518 | $4.97M | 1.9% | -2.4% | 0.016% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,789 | $2.17M | 0.0% | +9.3% | 0.007% | |
4/22/2025 | Mad River Investors | 27,802 | $4.38M | 1.9% | -14.1% | 0.014% | |
4/22/2025 | Intact Investment Management Inc. | 19,470 | $3.06M | 0.1% | -82.4% | 0.010% | |
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 |
4/22/2025 | PFG Investments LLC | 6,943 | $1.09M | 0.1% | +2.8% | 0.004% | |
4/22/2025 | Covea Finance | 286,170 | $45.10M | 2.0% | +182.4% | 0.149% | |
4/21/2025 | ORG Partners LLC | 267 | $42K | 0.0% | -17.8% | 0.000% | |
4/21/2025 | Blue Trust Inc. | 877 | $138K | 0.0% | +5,746.7% | 0.000% | |
4/21/2025 | Autumn Glory Partners LLC | 2,000 | $315K | 0.2% | N/A | 0.001% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 13,977 | $2.20M | 0.0% | +21.7% | 0.007% | |
4/21/2025 | CWA Asset Management Group LLC | 161,719 | $25.48M | 1.2% | +8.8% | 0.084% | |
4/18/2025 | PKO Investment Management Joint Stock Co | 52,164 | $8.23M | 0.9% | -14.0% | 0.027% | |
4/17/2025 | Kercheville Advisors LLC | 2,555 | $403K | 0.2% | -26.0% | 0.001% | |
4/17/2025 | FNY Investment Advisers LLC | 2,000 | $315K | 0.2% | -86.4% | 0.001% | |
4/17/2025 | Sowell Financial Services LLC | 3,177 | $501K | 0.0% | N/A | 0.002% | |
4/17/2025 | Janney Montgomery Scott LLC | 13,838 | $2.18M | 0.0% | -3.1% | 0.007% | |
4/17/2025 | Ritholtz Wealth Management | 1,494 | $235K | 0.0% | N/A | 0.001% | |
4/17/2025 | Tcfg Wealth Management LLC | 23,920 | $3.77M | 1.9% | +3.4% | 0.012% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 3,632 | $572K | 0.0% | -1.8% | 0.002% | |
4/16/2025 | Aubrey Capital Management Ltd | 5,889 | $916K | 0.4% | -36.4% | 0.003% | |
4/16/2025 | Tobam | 692 | $109K | 0.0% | -92.6% | 0.000% | |
4/16/2025 | Birch Capital Management LLC | 757 | $119K | 0.1% | -30.2% | 0.000% | |
4/15/2025 | CX Institutional | 192 | $30K | 0.0% | N/A | 0.000% | |
4/15/2025 | Assenagon Asset Management S.A. | 5,910 | $929K | 0.0% | -21.5% | 0.003% | |
4/15/2025 | Integrated Advisors Network LLC | 4,985 | $785K | 0.0% | +123.0% | 0.003% | |
4/15/2025 | SG Americas Securities LLC | 50,906 | $8.02M | 0.0% | +38.9% | 0.026% | |
4/14/2025 | Abacus Planning Group Inc. | 1,326 | $209K | 0.0% | N/A | 0.001% | |
4/14/2025 | Miracle Mile Advisors LLC | 5,647 | $890K | 0.0% | -2.9% | 0.003% | |
4/11/2025 | First Affirmative Financial Network | 1,449 | $228K | 0.1% | N/A | 0.001% | |
4/11/2025 | Annex Advisory Services LLC | 183,106 | $28.85M | 0.8% | +14.9% | 0.095% | |
4/10/2025 | Salvus Wealth Management LLC | 5,615 | $885K | 0.6% | +30.6% | 0.003% | |
4/10/2025 | Cypress Wealth Services LLC | 2,440 | $384K | 0.1% | -5.4% | 0.001% | |
4/10/2025 | Fermata Advisors LLC | 1,443 | $227K | 0.0% | N/A | 0.001% | |
4/10/2025 | Beacon Financial Group | 7,097 | $1.12M | 0.1% | +37.8% | 0.004% | |
4/9/2025 | Merit Financial Group LLC | 2,113 | $333K | 0.0% | N/A | 0.001% | |
4/9/2025 | QV Investors Inc. | 244,669 | $38.48M | 3.9% | -1.7% | 0.127% | |
4/9/2025 | NBC Securities Inc. | 3,646 | $574K | 0.0% | +121,433.3% | 0.002% | |
4/9/2025 | Addenda Capital Inc. | 6,546 | $1.03M | 0.0% | -60.1% | 0.003% | |
4/9/2025 | Sanders Morris Harris LLC | 1,610 | $254K | 0.0% | N/A | 0.001% | |
4/8/2025 | Rhumbline Advisers | 964 | $152K | 0.0% | -7.9% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 8,981 | $1.42M | 0.0% | N/A | 0.005% | |
4/7/2025 | Nexus Investment Management ULC | 225 | $35K | 0.0% | N/A | 0.000% | |
4/4/2025 | Quent Capital LLC | 1,660 | $262K | 0.0% | -17.1% | 0.001% | |
4/4/2025 | Moody National Bank Trust Division | 1,416 | $223K | 0.0% | N/A | 0.001% | |
4/3/2025 | Versant Capital Management Inc | 351 | $55K | 0.0% | N/A | 0.000% | |
4/1/2025 | Confluence Investment Management LLC | 5,874 | $926K | 0.0% | +1.5% | 0.003% | |
3/24/2025 | Wellington Management Group LLP | 105,225 | $12.36M | 0.0% | +35.0% | 0.055% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 3,699 | $435K | 0.0% | +35.7% | 0.002% | |
3/13/2025 | PKO Investment Management Joint Stock Co | 60,664 | $7.13M | 0.9% | N/A | 0.032% | |
2/27/2025 | Chelsea Counsel Co. | 2,178 | $256K | 0.1% | -12.2% | 0.001% | |
2/25/2025 | Integrated Advisors Network LLC | 2,235 | $263K | 0.0% | -43.9% | 0.001% | |
2/21/2025 | RedJay Asset Management Inc. | 90,000 | $10.58M | 6.4% | -2.4% | 0.047% | |
2/20/2025 | Mackenzie Financial Corp | 1,514,148 | $177.74M | 0.2% | -0.7% | 0.786% | |
2/20/2025 | Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 5,450 | $641K | 1.9% | N/A | 0.003% | |
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 |
2/19/2025 | Public Employees Retirement System of Ohio | 99,257 | $11.66M | 0.0% | +1.0% | 0.052% | |
2/18/2025 | Centerstone Investors LLC | 15,373 | $1.81M | 2.7% | -69.6% | 0.008% | |
2/18/2025 | Hudson Value Partners LLC | 32,279 | $3.80M | 1.4% | +5.9% | 0.017% | |
2/18/2025 | Adalta Capital Management LLC | 13,216 | $1.55M | 0.8% | +25.4% | 0.007% | |
2/18/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 334,222 | $39.23M | 0.2% | -74.0% | 0.174% | |
2/18/2025 | Ashford Capital Management Inc. | 154,844 | $18.21M | 2.1% | -6.9% | 0.080% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 148,478 | $17.46M | 0.0% | -12.8% | 0.077% | |
2/17/2025 | USS Investment Management Ltd | 53,518 | $6.28M | 0.0% | +446.1% | 0.028% | |
2/17/2025 | Voloridge Investment Management LLC | 17,341 | $2.04M | 0.0% | +154.7% | 0.009% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 2,126 | $250K | 0.0% | -6.6% | 0.001% | |