5/21/2025 | Indiana Trust & Investment Management Co | 24,028 | $225K | 0.1% | -38.4% | 0.061% | |
5/16/2025 | 1607 Capital Partners LLC | 1,476,480 | $13.85M | 1.1% | +4.8% | 3.769% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 291,663 | $2.74M | 0.0% | -0.4% | 0.745% | |
5/13/2025 | Sit Investment Associates Inc. | 9,279,098 | $87.04M | 2.0% | +3.4% | 23.687% | |
5/12/2025 | Nuveen LLC | 79,026 | $741K | 0.0% | N/A | 0.202% | |
5/12/2025 | Invesco Ltd. | 24,999 | $234K | 0.0% | +5.3% | 0.064% | |
5/8/2025 | XTX Topco Ltd | 14,245 | $134K | 0.0% | N/A | 0.036% | |
5/7/2025 | Graham Capital Wealth Management LLC | 43,697 | $410K | 0.5% | N/A | 0.112% | |
5/2/2025 | Melfa Wealth Management Inc. | 140,069 | $1.31M | 0.9% | -5.4% | 0.358% | |
5/2/2025 | Dakota Wealth Management | 75,913 | $712K | 0.0% | +105.7% | 0.194% | |
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4/29/2025 | Envestnet Asset Management Inc. | 141,831 | $1.33M | 0.0% | +14.2% | 0.362% | |
4/15/2025 | Noble Wealth Management PBC | 60,000 | $563K | 0.4% | -20.2% | 0.153% | |
4/15/2025 | CX Institutional | 11,400 | $107K | 0.0% | N/A | 0.029% | |
4/14/2025 | Park Avenue Securities LLC | 126,933 | $1.19M | 0.0% | +11.7% | 0.324% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 556,423 | $5.22M | 0.2% | -2.4% | 1.420% | |
4/9/2025 | Integrated Capital Management Inc. | 25,937 | $243K | 0.2% | +9.4% | 0.066% | |
4/8/2025 | Rothschild Investment LLC | 56,917 | $534K | 0.0% | -36.0% | 0.145% | |
2/18/2025 | Elequin Capital LP | 7,143 | $68K | 0.0% | N/A | 0.018% | |
2/17/2025 | Bulldog Investors LLP | 454,618 | $4.30M | 1.2% | +97.5% | 1.161% | |
2/17/2025 | Bank of America Corp DE | 209,373 | $1.98M | 0.0% | -3.0% | 0.535% | |
2/14/2025 | Navigoe LLC | 6,727 | $63K | 0.1% | N/A | 0.017% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 292,821 | $2.77M | 0.0% | +83.0% | 0.748% | |
2/14/2025 | Stifel Financial Corp | 47,560 | $449K | 0.0% | -6.4% | 0.121% | |
2/13/2025 | 1607 Capital Partners LLC | 1,409,479 | $13.32M | 1.1% | +5.4% | 3.598% | |
2/13/2025 | Guggenheim Capital LLC | 23,675 | $224K | 0.0% | N/A | 0.060% | |
2/13/2025 | Mariner LLC | 10,840 | $102K | 0.0% | N/A | 0.028% | |
2/13/2025 | Rockefeller Capital Management L.P. | 35,402 | $335K | 0.0% | -47.5% | 0.090% | |
2/13/2025 | Raymond James Financial Inc. | 195,147 | $1.84M | 0.0% | N/A | 0.498% | |
2/13/2025 | Wellspring Financial Advisors LLC | 28,092 | $265K | 0.0% | -9.9% | 0.072% | |
2/13/2025 | Envestnet Asset Management Inc. | 124,226 | $1.17M | 0.0% | +8.4% | 0.317% | |
2/13/2025 | Sit Investment Associates Inc. | 8,977,294 | $84.84M | 1.9% | +5.2% | 22.919% | |
2/13/2025 | Wells Fargo & Company MN | 252,711 | $2.39M | 0.0% | -6.9% | 0.645% | |
2/12/2025 | StoneX Group Inc. | 74,085 | $700K | 0.0% | N/A | 0.189% | |
2/12/2025 | Orion Portfolio Solutions LLC | 39,737 | $376K | 0.0% | N/A | 0.101% | |
2/11/2025 | Optimum Investment Advisors | 8,000 | $76K | 0.0% | N/A | 0.020% | |
2/10/2025 | Axxcess Wealth Management LLC | 22,500 | $213K | 0.0% | N/A | 0.057% | |
2/10/2025 | Commonwealth Equity Services LLC | 12,735 | $120K | 0.0% | -36.1% | 0.033% | |
2/6/2025 | Raymond James Financial Inc. | 195,147 | $1.84M | 0.0% | N/A | 0.498% | |
2/5/2025 | Noble Wealth Management PBC | 75,175 | $710K | 0.5% | N/A | 0.192% | |
2/4/2025 | Mackay Shields LLC | 173,963 | $1.64M | 0.0% | -1.2% | 0.444% | |
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2/3/2025 | Camelot Portfolios LLC | 29,025 | $274K | 0.3% | -19.7% | 0.074% | |
1/29/2025 | Van ECK Associates Corp | 201,256 | $1.90M | 0.0% | -10.7% | 0.514% | |
1/29/2025 | Indiana Trust & Investment Management Co | 38,980 | $368K | 0.1% | -21.1% | 0.100% | |
1/17/2025 | Avior Wealth Management LLC | 8,340 | $79K | 0.0% | -45.0% | 0.021% | |
1/17/2025 | Melfa Wealth Management Inc. | 148,069 | $1.40M | 0.9% | -8.1% | 0.378% | |
1/17/2025 | Transform Wealth LLC | 57,714 | $546K | 0.0% | N/A | 0.147% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 570,351 | $5.39M | 0.2% | +17.6% | 1.456% | |
1/14/2025 | Park Avenue Securities LLC | 113,646 | $1.07M | 0.0% | +10.6% | 0.290% | |
1/14/2025 | Integrated Capital Management Inc. | 23,715 | $224K | 0.2% | +17.0% | 0.061% | |
1/13/2025 | Capital Investment Advisors LLC | 339,048 | $3.20M | 0.1% | -1.5% | 0.866% | |
12/3/2024 | Rivernorth Capital Management LLC | 802,738 | $8.00M | 0.4% | -35.8% | 2.049% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 160,008 | $1.60M | 0.0% | N/A | 0.408% | |
11/15/2024 | Rivernorth Capital Management LLC | 802,738 | $8.00M | 0.4% | -35.8% | 2.049% | |
11/15/2024 | HighTower Advisors LLC | 13,651 | $135K | 0.0% | +18.5% | 0.035% | |
11/14/2024 | Rockefeller Capital Management L.P. | 67,378 | $672K | 0.0% | -6.9% | 0.172% | |
11/14/2024 | Walleye Capital LLC | 11,418 | $114K | 0.0% | N/A | 0.029% | |
11/8/2024 | Avior Wealth Management LLC | 15,162 | $151K | 0.0% | -31.2% | 0.039% | |
11/7/2024 | Pathstone Holdings LLC | 984,629 | $9.82M | 0.0% | -42.4% | 2.514% | |
10/29/2024 | Van ECK Associates Corp | 225,449 | $2.22M | 0.0% | -0.8% | 0.576% | |
10/28/2024 | US Bancorp DE | 8,053 | $80K | 0.0% | N/A | 0.021% | |
10/23/2024 | Dakota Wealth Management | 35,900 | $358K | 0.0% | +259.0% | 0.092% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 484,836 | $4.83M | 0.2% | +28.0% | 1.238% | |
10/18/2024 | Capital Investment Advisors LLC | 344,078 | $3.43M | 0.1% | -1.3% | 0.878% | |
10/16/2024 | Indiana Trust & Investment Management Co | 49,432 | $493K | 0.2% | -38.9% | 0.126% | |
10/3/2024 | Park Avenue Securities LLC | 102,761 | $1.03M | 0.0% | -3.5% | 0.262% | |
8/16/2024 | Almitas Capital LLC | 60,033 | $569K | 0.2% | -87.2% | 0.153% | |
8/15/2024 | Logan Stone Capital LLC | 653,273 | $6.19M | 1.6% | +17.7% | 1.668% | |
8/14/2024 | Whitebox Advisors LLC | 63,001 | $597K | 0.0% | N/A | 0.161% | |
8/9/2024 | City of London Investment Management Co. Ltd. | 412,392 | $3.91M | 0.3% | +3.8% | 1.053% | |
7/31/2024 | Van ECK Associates Corp | 227,182 | $2.15M | 0.0% | -27.6% | 0.580% | |
7/31/2024 | Commonwealth Equity Services LLC | 24,350 | $231K | 0.0% | -6.0% | 0.062% | |
7/31/2024 | Rothschild Investment LLC | 89,575 | $848K | 0.1% | N/A | 0.229% | |
7/27/2024 | HB Wealth Management LLC | 149,900 | $1.42M | 0.0% | N/A | 0.383% | |
7/26/2024 | Bank of New York Mellon Corp | 78,626 | $745K | 0.0% | +2.2% | 0.201% | |
7/22/2024 | Dakota Wealth Management | 10,000 | $95K | 0.0% | N/A | 0.026% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 378,656 | $3.59M | 0.2% | -47.5% | 0.967% | |
7/15/2024 | Melfa Wealth Management Inc. | 161,069 | $1.53M | 1.1% | +2.3% | 0.411% | |
7/12/2024 | Integrated Capital Management Inc. | 20,357 | $193K | 0.2% | +9.7% | 0.052% | |
7/12/2024 | Capital Investment Advisors LLC | 348,582 | $3.30M | 0.1% | -4.2% | 0.890% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 66,535 | $630K | 0.0% | -14.4% | 0.170% | |
7/10/2024 | Indiana Trust & Investment Management CO | 80,932 | $766K | 0.3% | -15.6% | 0.207% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 24,902 | $236K | 0.0% | N/A | 0.064% | |
5/14/2024 | Robinson Capital Management LLC | 318,500 | $2.97M | 1.1% | N/A | 0.813% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 397,265 | $3.59M | 0.3% | +205.8% | 1.014% | |
5/9/2024 | Camelot Portfolios LLC | 16,284 | $147K | 0.1% | -30.9% | 0.042% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 25,900 | $234K | 0.0% | -11.9% | 0.066% | |
4/30/2024 | Van ECK Associates Corp | 313,707 | $2.83M | 0.0% | +4.8% | 0.801% | |
4/26/2024 | Riverbridge Partners LLC | 84,535 | $763K | 0.0% | -1.9% | 0.216% | |
4/24/2024 | Blue Bell Private Wealth Management LLC | 12,877 | $116K | 0.0% | +44.7% | 0.033% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 721,164 | $6.51M | 0.3% | -14.6% | 1.841% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
4/10/2024 | Park Avenue Securities LLC | 105,976 | $957K | 0.0% | -1.5% | 0.271% | |
3/22/2024 | Livelsberger Financial Advisory | 61,791 | $549K | 0.5% | N/A | 0.158% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,000 | $27K | 0.0% | -97.6% | 0.008% | |
2/15/2024 | Flow State Investments L.P. | 18,130 | $161K | 0.1% | N/A | 0.046% | |
2/15/2024 | Bulldog Investors LLP | 1,306,877 | $11.62M | 3.8% | +172.0% | 3.336% | |
2/14/2024 | Vivaldi Capital Management LP | 165,487 | $1.48M | 0.4% | -55.8% | 0.422% | |
2/13/2024 | Karpus Management Inc. | 188,195 | $1.67M | 0.1% | -92.2% | 0.480% | |
2/13/2024 | 1607 Capital Partners LLC | 2,398,845 | $21.33M | 1.5% | -0.6% | 6.124% | |
2/12/2024 | Gridiron Partners LLC | 15,345 | $136K | 0.1% | N/A | 0.039% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 67,735 | $602K | 0.0% | -12.8% | 0.173% | |