7/29/2025 | Chicago Partners Investment Group LLC | 347,690 | $2.79M | 0.1% | +6.5% | 0.000% | |
7/29/2025 | International Assets Investment Management LLC | 61,919 | $497K | 0.0% | +20.9% | 0.000% | |
7/29/2025 | Stratos Wealth Partners LTD. | 511,842 | $4.11M | 0.1% | +1.7% | 0.000% | |
7/29/2025 | Private Trust Co. NA | 31,148 | $250K | 0.0% | +6.4% | 0.000% | |
7/28/2025 | Mission Hills Financial Advisory LLC | 73,305 | $588K | 0.4% | +389.2% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 20,922 | $170K | 0.0% | -75.1% | 0.000% | |
7/25/2025 | Ellis Investment Partners LLC | 10,060 | $81K | 0.0% | -23.6% | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 34,531 | $277K | 0.0% | +6.0% | 0.000% | |
7/24/2025 | MSH Capital Advisors LLC | 220,453 | $1.77M | 0.5% | +9.6% | 0.000% | |
7/23/2025 | Abel Hall LLC | 70,000 | $561K | 0.3% | +600.0% | 0.000% | |
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7/22/2025 | Belpointe Asset Management LLC | 14,964 | $120K | 0.0% | -9.6% | 0.000% | |
7/22/2025 | Investors Asset Management of Georgia Inc. GA ADV | 47,750 | $383K | 0.2% | +3.2% | 0.000% | |
7/22/2025 | DAVENPORT & Co LLC | 248,714 | $2.00M | 0.0% | -1.4% | 0.000% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 77,543 | $622K | 0.0% | -8.0% | 0.000% | |
7/21/2025 | Onyx Financial Advisors LLC | 37,848 | $304K | 0.1% | +200.5% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 54,151 | $434K | 0.0% | +7.9% | 0.000% | |
7/18/2025 | PFG Investments LLC | 15,949 | $128K | 0.0% | +23.5% | 0.000% | |
7/18/2025 | Truist Financial Corp | 498,856 | $4.00M | 0.0% | +53.7% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 97,230 | $780K | 0.5% | -2.5% | 0.000% | |
7/17/2025 | Capital Investment Advisors LLC | 339,215 | $2.72M | 0.0% | -3.6% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 571,517 | $4.58M | 0.0% | +5.5% | 0.000% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 42,500 | $341K | 0.0% | +142.9% | 0.000% | |
7/17/2025 | Sound Income Strategies LLC | 6,734 | $54K | 0.0% | +72.7% | 0.000% | |
7/17/2025 | Johnson & White Wealth Management LLC | 13,127 | $105K | 0.1% | N/A | 0.000% | |
7/14/2025 | Wealth Advisory Solutions LLC | 274,632 | $2.20M | 0.6% | +12.5% | 0.000% | |
7/14/2025 | E&G Advisors LP | 90,550 | $725K | 0.2% | -1.4% | 0.000% | |
7/14/2025 | Maryland Capital Advisors Inc. | 10,009 | $80K | 0.0% | N/A | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 24,913 | $200K | 0.0% | -5.0% | 0.000% | |
7/11/2025 | Pinnacle Bancorp Inc. | 4,202 | $34K | 0.0% | N/A | 0.000% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 28,612,672 | $226.39M | 0.0% | +153,748.1% | 0.000% | |
7/10/2025 | Stolper Co | 69,231 | $555K | 0.2% | +3.9% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 220,727 | $1.79M | 0.0% | +49.3% | 0.000% | |
7/9/2025 | Sunpointe LLC | 11,200 | $90K | 0.0% | N/A | 0.000% | |
7/9/2025 | Triumph Capital Management | 110,974 | $890K | 0.3% | +10.0% | 0.000% | |
7/8/2025 | Advance Capital Management Inc. | 15,926 | $128K | 0.0% | N/A | 0.000% | |
7/3/2025 | Sage Capital Advisors llc | 41,989 | $337K | 0.1% | -8.8% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 13,407 | $107K | 0.0% | N/A | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 10,400 | $83K | 0.0% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 188,843 | $1.50M | 0.1% | +10.2% | 0.000% | |
5/19/2025 | Smith Asset Management Co. LLC | 357,253 | $2.84M | 2.7% | N/A | 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 |
5/16/2025 | Jones Financial Companies Lllp | 249,800 | $2.19M | 0.0% | +11,427.5% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 36,775 | $295K | 0.0% | N/A | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 1,057,956 | $8.42M | 0.2% | -0.4% | 0.000% | |
5/15/2025 | Royal Bank of Canada | 746,918 | $5.95M | 0.0% | -3.9% | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 16,606 | $132K | 0.0% | -95.3% | 0.000% | |
5/15/2025 | WPG Advisers LLC | 4,633 | $37K | 0.0% | N/A | 0.000% | |
5/15/2025 | Northstar Financial Companies Inc. | 35,787 | $285K | 0.3% | -19.5% | 0.000% | |
5/14/2025 | Guggenheim Capital LLC | 1,451,123 | $11.55M | 0.1% | +12.8% | 0.000% | |
5/14/2025 | Samalin Investment Counsel LLC | 110,574 | $880K | 0.4% | +4.1% | 0.000% | |
5/14/2025 | WealthTrust Axiom LLC | 19,879 | $158K | 0.0% | -8.7% | 0.000% | |
5/14/2025 | SVB Wealth LLC | 3,677 | $29K | 0.0% | N/A | 0.000% | |
5/14/2025 | Kestra Advisory Services LLC | 132,588 | $1.06M | 0.0% | -14.6% | 0.000% | |
5/14/2025 | Compound Planning Inc. | 12,709 | $101K | 0.0% | N/A | 0.000% | |
5/14/2025 | Aspire Growth Partners LLC | 11,773 | $92K | 0.1% | N/A | 0.000% | |
5/13/2025 | Raymond James Financial Inc. | 3,339,902 | $26.59M | 0.0% | +1.4% | 0.000% | |
5/13/2025 | Leigh Baldwin & CO. LLC | 11,113 | $88K | 0.1% | N/A | 0.000% | |
5/13/2025 | Sit Investment Associates Inc. | 4,105,995 | $32.68M | 0.8% | -13.5% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 194,928 | $1.55M | 0.0% | -2.0% | 0.000% | |
5/12/2025 | Invesco Ltd. | 2,929,951 | $23.32M | 0.0% | +0.5% | 0.000% | |
5/12/2025 | Townsquare Capital LLC | 55,308 | $440K | 0.0% | +2.6% | 0.000% | |
5/12/2025 | Founders Financial Alliance LLC | 13,208 | $105K | 0.0% | N/A | 0.000% | |
5/12/2025 | AlphaCore Capital LLC | 93,553 | $751K | 0.1% | N/A | 0.000% | |
5/9/2025 | Chicago Partners Investment Group LLC | 326,501 | $2.55M | 0.1% | +1.5% | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 84,081 | $673K | 0.0% | +9.9% | 0.000% | |
5/9/2025 | Shaker Financial Services LLC | 53,000 | $422K | 0.2% | +279.5% | 0.000% | |
5/9/2025 | Commonwealth Equity Services LLC | 2,284,391 | $18.18M | 0.0% | +0.9% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 13,427 | $107K | 0.0% | -27.7% | 0.000% | |
5/8/2025 | Moors & Cabot Inc. | 531,623 | $4.23M | 0.2% | -5.0% | 0.000% | |
5/8/2025 | US Bancorp DE | 24,494 | $195K | 0.0% | +83.8% | 0.000% | |
5/8/2025 | Shufro Rose & Co. LLC | 18,373 | $146K | 0.0% | +43.1% | 0.000% | |
5/7/2025 | LPL Financial LLC | 2,378,176 | $18.93M | 0.0% | -30.5% | 0.000% | |
5/6/2025 | Cetera Investment Advisers | 462,470 | $3.68M | 0.0% | +2.2% | 0.000% | |
5/6/2025 | Avantax Advisory Services Inc. | 44,473 | $354K | 0.0% | -12.3% | 0.000% | |
5/6/2025 | Uptown Financial Advisors LLC | 31,600 | $252K | 0.3% | +24.9% | 0.000% | |
5/6/2025 | Wedbush Securities Inc. | 76,187 | $606K | 0.0% | +4.5% | 0.000% | |
5/6/2025 | Triumph Capital Management | 100,914 | $803K | 0.3% | +23.7% | 0.000% | |
5/6/2025 | Choreo LLC | 34,354 | $276K | 0.0% | -20.3% | 0.000% | |
5/6/2025 | PFG Advisors | 225,212 | $1.79M | 0.1% | N/A | 0.000% | |
5/5/2025 | Kestra Private Wealth Services LLC | 52,417 | $417K | 0.0% | -10.7% | 0.000% | |
5/5/2025 | Private Advisor Group LLC | 157,751 | $1.26M | 0.0% | +7.6% | 0.000% | |
5/5/2025 | Hollencrest Capital Management | 9,862 | $79K | 0.0% | -26.2% | 0.000% | |
5/2/2025 | Carson Advisory Inc. | 49,861 | $397K | 0.3% | +5.1% | 0.000% | |
5/2/2025 | Whittier Trust Co. | 28,204 | $224K | 0.0% | -4.9% | 0.000% | |
5/2/2025 | Accredited Investor Services LLC | 12,011 | $96K | 0.1% | N/A | 0.000% | |
5/1/2025 | CWM LLC | 8,479 | $67K | 0.0% | -42.5% | 0.000% | |
5/1/2025 | Greatmark Investment Partners Inc. | 998,565 | $7.95M | 1.1% | +0.5% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 782,487 | $6.23M | 0.0% | +36.9% | 0.000% | |
4/30/2025 | Allworth Financial LP | 8,565 | $66K | 0.0% | +81.7% | 0.000% | |
4/30/2025 | Wealth Advisory Solutions LLC | 244,083 | $1.94M | 0.5% | +21.7% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 503,478 | $4.01M | 0.1% | -3.5% | 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 |
4/30/2025 | Planning Directions Inc. | 45,549 | $363K | 0.2% | N/A | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 14,602 | $116K | 0.0% | -18.0% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 287,384 | $2.29M | 0.0% | -13.9% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 673,102 | $5.36M | 0.1% | +1.1% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 32,590 | $259K | 0.0% | +18.5% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 29,660 | $236K | 0.0% | +56.1% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 29,287 | $233K | 0.0% | -6.0% | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 252,285 | $2.01M | 0.0% | -3.7% | 0.000% | |
4/28/2025 | Elevate Capital Advisors LLC | 15,300 | $122K | 0.1% | N/A | 0.000% | |
4/24/2025 | J. L. Bainbridge & Co. Inc. | 18,991 | $151K | 0.0% | -29.3% | 0.000% | |