7/18/2025 | Montgomery Investment Management Inc. | 110,043 | $5.70M | 2.2% | -0.4% | 0.020% | |
7/18/2025 | Philip James Wealth Mangement LLC | 134,278 | $6.96M | 0.9% | +840.9% | 0.025% | |
7/18/2025 | Naples Global Advisors LLC | 23,620 | $1.22M | 0.1% | +1.6% | 0.004% | |
7/18/2025 | Parsons Capital Management Inc. RI | 40,532 | $2.10M | 0.1% | -2.9% | 0.007% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 99,939 | $5.18M | 0.0% | -23.6% | 0.018% | |
7/18/2025 | Trust Co. of Vermont | 20,889 | $1.08M | 0.1% | -0.9% | 0.004% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 21,502 | $1.11M | 0.0% | +4.2% | 0.004% | |
7/18/2025 | Forza Wealth Management LLC | 12,028 | $623K | 0.3% | +4.9% | 0.002% | |
7/18/2025 | PFG Investments LLC | 17,567 | $910K | 0.1% | -7.9% | 0.003% | |
7/18/2025 | Columbia Asset Management | 16,630 | $862K | 0.2% | -98.3% | 0.003% | |
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7/18/2025 | Sicart Associates LLC | 6,958 | $361K | 0.1% | N/A | 0.001% | |
7/18/2025 | Truist Financial Corp | 363,027 | $18.81M | 0.0% | -2.1% | 0.067% | |
7/18/2025 | Powers Advisory Group LLC | 11,567 | $599K | 0.3% | -6.2% | 0.002% | |
7/18/2025 | Westhampton Capital LLC | 12,137 | $629K | 0.3% | -4.7% | 0.002% | |
7/17/2025 | Chicago Capital LLC | 8,712 | $451K | 0.0% | -4.4% | 0.002% | |
7/17/2025 | Trivium Point Advisory LLC | 10,211 | $529K | 0.1% | -7.4% | 0.002% | |
7/17/2025 | Emerald Advisors LLC | 3,992 | $207K | 0.0% | N/A | 0.001% | |
7/17/2025 | Greenleaf Trust | 15,274 | $791K | 0.0% | -6.7% | 0.003% | |
7/17/2025 | XML Financial LLC | 31,277 | $1.62M | 0.1% | +11.2% | 0.006% | |
7/17/2025 | Capital Investment Advisors LLC | 16,803 | $871K | 0.0% | -7.0% | 0.003% | |
7/17/2025 | Centennial Wealth Advisory LLC | 9,760 | $506K | 0.2% | N/A | 0.002% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 21,175 | $1.10M | 0.2% | -5.6% | 0.004% | |
7/17/2025 | HB Wealth Management LLC | 38,145 | $1.98M | 0.0% | +4.8% | 0.007% | |
7/17/2025 | Janney Montgomery Scott LLC | 214,821 | $11.13M | 0.0% | -4.1% | 0.040% | |
7/17/2025 | GC Wealth Management RIA LLC | 4,982 | $258K | 0.0% | N/A | 0.001% | |
7/17/2025 | V Square Quantitative Management LLC | 14,282 | $740K | 0.1% | +5.4% | 0.003% | |
7/17/2025 | Sound Income Strategies LLC | 906 | $47K | 0.0% | -66.1% | 0.000% | |
7/17/2025 | Clean Yield Group | 17,859 | $925K | 0.3% | -14.3% | 0.003% | |
7/17/2025 | Investment Advisory Services Inc. TX ADV | 22,049 | $1.14M | 0.4% | +7.9% | 0.004% | |
7/17/2025 | City Holding Co. | 10,355 | $536K | 0.1% | -3.8% | 0.002% | |
7/17/2025 | Wagner Wealth Management LLC | 6,931 | $359K | 0.1% | +31.4% | 0.001% | |
7/17/2025 | Sonora Investment Management Group LLC | 76,589 | $3.97M | 0.3% | -1.8% | 0.014% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 10,265 | $532K | 0.0% | -7.7% | 0.002% | |
7/17/2025 | Uncommon Cents Investing LLC | 4,005 | $207K | 0.1% | N/A | 0.001% | |
7/17/2025 | Tempus Wealth Planning LLC | 4,066 | $211K | 0.1% | +9.0% | 0.001% | |
7/16/2025 | Signaturefd LLC | 23,460 | $1.22M | 0.0% | +37.1% | 0.004% | |
7/16/2025 | Ipswich Investment Management Co. Inc. | 6,298 | $326K | 0.1% | -9.6% | 0.001% | |
7/16/2025 | State of Alaska Department of Revenue | 61,444 | $3.18M | 0.0% | -4.8% | 0.011% | |
7/16/2025 | Kathmere Capital Management LLC | 10,082 | $522K | 0.0% | +3.2% | 0.002% | |
7/16/2025 | ST Germain D J Co. Inc. | 384,061 | $19.90M | 0.9% | +19.9% | 0.071% | |
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7/16/2025 | Swisher Financial Concepts Inc. | 6,475 | $335K | 0.2% | N/A | 0.001% | |
7/16/2025 | Novem Group | 17,464 | $905K | 0.1% | N/A | 0.003% | |
7/16/2025 | CX Institutional | 1,067 | $55K | 0.0% | -70.4% | 0.000% | |
7/16/2025 | American National Bank & Trust | 1,780 | $92K | 0.0% | -35.0% | 0.000% | |
7/16/2025 | Hartford Investment Management Co. | 32,827 | $1.70M | 0.1% | -2.3% | 0.006% | |
7/16/2025 | Meyer Handelman Co. | 96,192 | $4.98M | 0.2% | -6.7% | 0.018% | |
7/16/2025 | Old North State Wealth Management LLC | 13,969 | $724K | 0.4% | +19.1% | 0.003% | |
7/16/2025 | Perigon Wealth Management LLC | 16,585 | $859K | 0.0% | -15.0% | 0.003% | |
7/16/2025 | Kennedy Investment Group | 34,474 | $1.79M | 0.8% | -0.7% | 0.006% | |
7/16/2025 | Exeter Financial LLC | 36,752 | $1.90M | 0.8% | -6.5% | 0.007% | |
7/15/2025 | Retirement Guys Formula LLC | 19,430 | $1.01M | 0.4% | +12.7% | 0.004% | |
7/15/2025 | Significant Wealth Partners LLC | 13,580 | $704K | 0.3% | +17.3% | 0.003% | |
7/15/2025 | Jeppson Wealth Management LLC | 17,818 | $923K | 0.3% | +6.7% | 0.003% | |
7/15/2025 | Missouri Trust & Investment Co | 2,096 | $109K | 0.0% | +31.0% | 0.000% | |
7/15/2025 | Signet Financial Management LLC | 16,168 | $838K | 0.1% | -5.4% | 0.003% | |
7/15/2025 | TD Private Client Wealth LLC | 6,347 | $329K | 0.0% | +29.1% | 0.001% | |
7/15/2025 | Mather Group LLC. | 19,287 | $999K | 0.0% | -9.3% | 0.004% | |
7/15/2025 | Lynch & Associates IN | 34,448 | $1.79M | 0.4% | +3.7% | 0.006% | |
7/15/2025 | Northside Capital Management LLC | 8,307 | $430K | 0.0% | +9.2% | 0.002% | |
7/15/2025 | Ballentine Partners LLC | 16,608 | $860K | 0.0% | +22.8% | 0.003% | |
7/15/2025 | Cigna Investments Inc. New | 5,297 | $274K | 0.0% | -4.1% | 0.001% | |
7/15/2025 | Norden Group LLC | 18,461 | $956K | 0.1% | -15.4% | 0.003% | |
7/15/2025 | Main Street Group LTD | 713 | $37K | 0.0% | -47.5% | 0.000% | |
7/15/2025 | Fifth Third Bancorp | 43,411 | $2.25M | 0.0% | -11.9% | 0.008% | |
7/15/2025 | Sheets Smith Wealth Management | 25,659 | $1.33M | 0.2% | -17.9% | 0.005% | |
7/15/2025 | Forte Capital LLC ADV | 28,379 | $1.47M | 0.2% | +8.8% | 0.005% | |
7/15/2025 | MCF Advisors LLC | 3,062 | $159K | 0.0% | N/A | 0.001% | |
7/15/2025 | Kure Advisory LLC | 7,272 | $377K | 0.2% | N/A | 0.001% | |
7/15/2025 | GSB Wealth Management LLC | 13,465 | $698K | 0.2% | -5.2% | 0.002% | |
7/15/2025 | Alpha Omega Wealth Management LLC | 4,414 | $229K | 0.0% | +5.0% | 0.001% | |
7/15/2025 | Cardinal Capital Management | 131,477 | $6.81M | 1.0% | +5.0% | 0.024% | |
7/15/2025 | West Oak Capital LLC | 29,275 | $1.52M | 0.6% | +2.8% | 0.005% | |
7/14/2025 | Steigerwald Gordon & Koch Inc. | 196,812 | $10.20M | 1.1% | -0.5% | 0.036% | |
7/14/2025 | CHICAGO TRUST Co NA | 5,150 | $267K | 0.0% | N/A | 0.001% | |
7/14/2025 | Farmers Trust Co. | 20,213 | $1.05M | 0.2% | -12.3% | 0.004% | |
7/14/2025 | AdvisorNet Financial Inc | 6,939 | $359K | 0.0% | -14.5% | 0.001% | |
7/14/2025 | Founders Capital Management LLC | 4,000 | $207K | 0.0% | -33.3% | 0.001% | |
7/14/2025 | Armstrong Advisory Group Inc. | 624 | $32K | 0.0% | N/A | 0.000% | |
7/14/2025 | GAMMA Investing LLC | 31,150 | $1.61M | 0.1% | +59.0% | 0.006% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 5,145 | $267K | 0.0% | +4.8% | 0.001% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 64,824 | $3.36M | 0.1% | -9.2% | 0.012% | |
7/14/2025 | Toth Financial Advisory Corp | 57,053 | $2.96M | 0.3% | -11.3% | 0.011% | |
7/14/2025 | Park Avenue Securities LLC | 35,710 | $1.85M | 0.0% | +7.8% | 0.007% | |
7/14/2025 | Sowell Financial Services LLC | 70,906 | $3.67M | 0.1% | +12.1% | 0.013% | |
7/11/2025 | Bond & Devick Financial Network Inc. | 10,147 | $526K | 0.2% | -3.3% | 0.002% | |
7/11/2025 | Farther Finance Advisors LLC | 20,274 | $1.05M | 0.0% | +22.9% | 0.004% | |
7/11/2025 | Busey Bank | 5,141 | $266K | 0.0% | -17.5% | 0.001% | |
7/11/2025 | CX Institutional | 1,067 | $55K | 0.0% | -70.4% | 0.000% | |
7/11/2025 | UMB Bank n.a. | 15,695 | $813K | 0.0% | -34.8% | 0.003% | |
7/11/2025 | BDF Gestion | 30,453 | $1.58M | 0.2% | -9.8% | 0.006% | |
[No Brainer Gold Play]: “Show me a better investment.” (Ad) A Historic Gold Announcement Is About to Rock Wall Street?
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Click here to get Garrett’s Top Four picks now. |
7/11/2025 | Bridge Creek Capital Management LLC | 77,801 | $4.03M | 1.2% | +6.9% | 0.014% | |
7/11/2025 | My Legacy Advisors LLC | 9,491 | $487K | 0.2% | -6.1% | 0.002% | |
7/11/2025 | SeaCrest Wealth Management LLC | 5,677 | $294K | 0.0% | +7.6% | 0.001% | |
7/11/2025 | Assenagon Asset Management S.A. | 162,298 | $8.41M | 0.0% | +50.3% | 0.030% | |
7/11/2025 | Perpetual Ltd | 7,136 | $370K | 0.0% | +31.9% | 0.001% | |
7/11/2025 | International Private Wealth Advisors LLC | 5,716 | $296K | 0.3% | N/A | 0.001% | |
7/11/2025 | Livforsakringsbolaget Skandia Omsesidigt | 1,692 | $88K | 0.0% | -91.5% | 0.000% | |
7/11/2025 | IFM Investors Pty Ltd | 109,812 | $5.69M | 0.1% | +6.2% | 0.020% | |
7/11/2025 | Grove Bank & Trust | 4,491 | $233K | 0.0% | -5.4% | 0.001% | |
7/10/2025 | Sky Investment Group LLC | 59,108 | $3.06M | 0.5% | -3.0% | 0.011% | |