| 7/18/2025 | Montgomery Investment Management Inc. | 4,810 | $1.26M | 0.5% | -12.7% | 0.006% | |
| 7/18/2025 | AMI Asset Management Corp | 186,464 | $48.95M | 2.8% | -5.7% | 0.223% | |
| 7/18/2025 | Robeco Institutional Asset Management B.V. | 5,739 | $1.51M | 0.0% | -55.7% | 0.007% | |
| 7/18/2025 | USA Financial Formulas | 2,620 | $688K | 0.1% | -14.9% | 0.003% | |
| 7/18/2025 | Bartlett & CO. Wealth Management LLC | 210,805 | $55.34M | 0.8% | +0.9% | 0.252% | |
| 7/18/2025 | Cooper Financial Group | 4,626 | $1.21M | 0.1% | -2.2% | 0.006% | |
| 7/18/2025 | Truist Financial Corp | 22,750 | $5.97M | 0.0% | +1.4% | 0.027% | |
| 7/17/2025 | Greenleaf Trust | 4,453 | $1.17M | 0.0% | -13.2% | 0.005% | |
| 7/17/2025 | Capital Investment Advisors LLC | 1,230 | $323K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | White Pine Investment CO | 18,852 | $4.95M | 1.2% | -1.1% | 0.023% | |
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| 7/17/2025 | HB Wealth Management LLC | 2,827 | $742K | 0.0% | -2.3% | 0.003% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 32,307 | $8.48M | 0.0% | -0.4% | 0.039% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 827 | $217K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 722 | $190K | 0.0% | +9.9% | 0.001% | |
| 7/17/2025 | V Square Quantitative Management LLC | 2,437 | $640K | 0.1% | +7.4% | 0.003% | |
| 7/17/2025 | Tritonpoint Wealth LLC | 11,180 | $2.94M | 0.3% | +2.7% | 0.013% | |
| 7/17/2025 | Stockman Wealth Management Inc. | 825 | $217K | 0.0% | N/A | 0.001% | |
| 7/17/2025 | Barry Investment Advisors LLC | 2,421 | $636K | 0.2% | -4.7% | 0.003% | |
| 7/17/2025 | Avior Wealth Management LLC | 4,436 | $1.16M | 0.0% | +23,247.4% | 0.005% | |
| 7/17/2025 | Tempus Wealth Planning LLC | 2,337 | $613K | 0.2% | +2.0% | 0.003% | |
| 7/16/2025 | Signaturefd LLC | 816 | $214K | 0.0% | +26.5% | 0.001% | |
| 7/16/2025 | Ipswich Investment Management Co. Inc. | 1,145 | $301K | 0.1% | -6.1% | 0.001% | |
| 7/16/2025 | State of Alaska Department of Revenue | 9,977 | $2.62M | 0.0% | -3.6% | 0.012% | |
| 7/16/2025 | Patton Fund Management Inc. | 964 | $253K | 0.2% | N/A | 0.001% | |
| 7/16/2025 | Beaumont Financial Advisors LLC | 799 | $210K | 0.0% | N/A | 0.001% | |
| 7/16/2025 | American National Bank & Trust | 50,106 | $13.15M | 1.3% | +1.7% | 0.060% | |
| 7/16/2025 | Hartford Investment Management Co. | 5,020 | $1.32M | 0.0% | -1.5% | 0.006% | |
| 7/16/2025 | Dakota Wealth Management | 5,187 | $1.36M | 0.0% | -35.0% | 0.006% | |
| 7/15/2025 | TD Private Client Wealth LLC | 5,145 | $1.35M | 0.0% | +2.7% | 0.006% | |
| 7/15/2025 | Public Employees Retirement System of Ohio | 30,416 | $7.99M | 0.0% | +3.2% | 0.036% | |
| 7/15/2025 | Ballentine Partners LLC | 1,240 | $326K | 0.0% | +8.4% | 0.001% | |
| 7/15/2025 | Cigna Investments Inc. New | 822 | $216K | 0.0% | N/A | 0.001% | |
| 7/15/2025 | Banyan Capital Management Inc. | 39,143 | $10.28M | 5.3% | +2.4% | 0.047% | |
| 7/15/2025 | Accurate Wealth Management LLC | 1,101 | $279K | 0.0% | +7.2% | 0.001% | |
| 7/15/2025 | Fifth Third Bancorp | 28,505 | $7.48M | 0.0% | -0.7% | 0.034% | |
| 7/15/2025 | Hall Laurie J Trustee | 840 | $221K | 0.1% | N/A | 0.001% | |
| 7/15/2025 | Forte Capital LLC ADV | 53,541 | $14.06M | 1.5% | -1.4% | 0.064% | |
| 7/15/2025 | Cardinal Capital Management | 37,838 | $9.93M | 1.5% | +3.1% | 0.045% | |
| 7/14/2025 | GAMMA Investing LLC | 3,833 | $1.01M | 0.1% | +10.2% | 0.005% | |
| 7/14/2025 | Clear Harbor Asset Management LLC | 4,755 | $1.25M | 0.1% | +5.4% | 0.006% | |
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| 7/14/2025 | Park Avenue Securities LLC | 5,844 | $1.53M | 0.0% | -18.2% | 0.007% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,357 | $619K | 0.0% | +27.5% | 0.003% | |
| 7/11/2025 | Wedge Capital Management L L P NC | 118,642 | $31.15M | 0.6% | -14.1% | 0.142% | |
| 7/11/2025 | Busey Bank | 62,505 | $16.41M | 0.5% | -1.7% | 0.075% | |
| 7/11/2025 | UMB Bank n.a. | 227 | $60K | 0.0% | -51.2% | 0.000% | |
| 7/11/2025 | WealthBridge Investment Counsel Inc. | 34,801 | $9.14M | 3.0% | +1.8% | 0.042% | |
| 7/11/2025 | BDF Gestion | 9,849 | $2.59M | 0.3% | -9.8% | 0.012% | |
| 7/11/2025 | Weybosset Research & Management LLC | 38,995 | $10.24M | 3.5% | -0.5% | 0.047% | |
| 7/11/2025 | Assenagon Asset Management S.A. | 119,958 | $31.49M | 0.0% | +3,009.3% | 0.143% | |
| 7/11/2025 | IFM Investors Pty Ltd | 16,682 | $4.38M | 0.0% | +5.2% | 0.020% | |
| 7/11/2025 | Grove Bank & Trust | 4,228 | $1.11M | 0.1% | +7.4% | 0.005% | |
| 7/10/2025 | Contravisory Investment Management Inc. | 38,362 | $10.07M | 2.0% | +3,057.4% | 0.046% | |
| 7/10/2025 | Fulton Bank N.A. | 1,081 | $284K | 0.0% | -15.2% | 0.001% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 39,897 | $10.45M | 0.3% | -0.7% | 0.048% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 37,533 | $9.83M | 0.0% | +3.7% | 0.045% | |
| 7/10/2025 | Strathmore Capital Advisors Inc. | 2,752 | $713K | 0.3% | N/A | 0.003% | |
| 7/10/2025 | Longboard Asset Management LP | 767 | $201K | 0.5% | N/A | 0.001% | |
| 7/10/2025 | Atticus Wealth Management LLC | 605 | $159K | 0.0% | +119.2% | 0.001% | |
| 7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 10,197 | $2.68M | 0.0% | +2.0% | 0.012% | |
| 7/9/2025 | Sunpointe LLC | 1,041 | $273K | 0.1% | -5.6% | 0.001% | |
| 7/9/2025 | Procyon Advisors LLC | 931 | $244K | 0.0% | +6.3% | 0.001% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 1,583 | $416K | 0.0% | -19.2% | 0.002% | |
| 7/9/2025 | Fragasso Financial Advisors Inc | 8,148 | $2.14M | 0.1% | -9.7% | 0.010% | |
| 7/9/2025 | Czech National Bank | 20,459 | $5.37M | 0.0% | +6.8% | 0.024% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 433 | $114K | 0.0% | +10.2% | 0.001% | |
| 7/8/2025 | Everpar Advisors LLC | 1,207 | $317K | 0.1% | +12.9% | 0.001% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 7,355 | $1.93M | 0.3% | -7.3% | 0.009% | |
| 7/8/2025 | Webster Bank N. A. | 1,965 | $516K | 0.1% | -3.7% | 0.002% | |
| 7/8/2025 | Parallel Advisors LLC | 3,419 | $898K | 0.0% | +15.3% | 0.004% | |
| 7/7/2025 | Fox Hill Wealth Management | 793 | $208K | 0.1% | N/A | 0.001% | |
| 7/7/2025 | Somerset Trust Co | 802 | $211K | 0.1% | N/A | 0.001% | |
| 7/7/2025 | Delphi Management Inc. MA | 5,475 | $1.44M | 1.4% | -10.5% | 0.007% | |
| 7/7/2025 | Ables Iannone Moore & Associates Inc. | 1,475 | $387K | 0.2% | -4.8% | 0.002% | |
| 6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 4,592 | $1.14M | 0.1% | N/A | 0.005% | |
| 6/18/2025 | Voya Investment Management LLC | 52,630 | $12.25M | 0.0% | +111.2% | 0.063% | |
| 6/6/2025 | Hahn Capital Management LLC | 35,121 | $8.17M | 4.0% | -9.3% | 0.042% | |
| 6/6/2025 | eCIO Inc. | 405 | $94K | 0.0% | N/A | 0.000% | |
| 6/4/2025 | First Hawaiian Bank | 6,073 | $1.41M | 0.1% | -3.3% | 0.007% | |
| 5/28/2025 | Strs Ohio | 101,569 | $23.64M | 0.1% | N/A | 0.121% | |
| 5/21/2025 | IFM Investors Pty Ltd | 15,859 | $3.69M | 0.0% | +2.6% | 0.019% | |
| 5/20/2025 | Belpointe Asset Management LLC | 1,725 | $402K | 0.0% | +7.4% | 0.002% | |
| 5/20/2025 | Intech Investment Management LLC | 11,120 | $2.59M | 0.0% | +245.3% | 0.013% | |
| 5/20/2025 | Focus Partners Wealth | 16,328 | $3.80M | 0.0% | +1.5% | 0.020% | |
| 5/20/2025 | Anchor Investment Management LLC | 4,016 | $935K | 0.1% | -1.2% | 0.005% | |
| 5/19/2025 | SageView Advisory Group LLC | 906 | $211K | 0.0% | -7.4% | 0.001% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 1,013,526 | $235.89M | 0.1% | +3.0% | 1.211% | |
| 5/16/2025 | Woodline Partners LP | 7,046 | $1.64M | 0.0% | -95.0% | 0.008% | |
| 5/16/2025 | Empowered Funds LLC | 7,638 | $1.78M | 0.0% | -4.8% | 0.009% | |
| 5/16/2025 | MBB Public Markets I LLC | 1,345 | $313K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | United Services Automobile Association | 1,604 | $369K | 0.0% | N/A | 0.002% | |
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Spotting some profitable trends in tech … well ahead of Wall Street.
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Or Bitcoin when it was trading for just $300.
Throughout his illustrious career …
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| 5/16/2025 | Great Lakes Advisors LLC | 25,592 | $5.96M | 0.1% | -5.3% | 0.031% | |
| 5/16/2025 | Caxton Associates LLP | 11,064 | $2.58M | 0.1% | N/A | 0.013% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 22,668 | $5.28M | 0.1% | +141.6% | 0.027% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 353,843 | $82.35M | 0.0% | +52.2% | 0.423% | |
| 5/16/2025 | Jones Financial Companies Lllp | 179 | $42K | 0.0% | -93.2% | 0.000% | |
| 5/16/2025 | Dynamic Technology Lab Private Ltd | 11,340 | $2.64M | 0.4% | N/A | 0.014% | |
| 5/16/2025 | Teewinot Capital Advisers L.L.C. | 3,045 | $709K | 0.1% | N/A | 0.004% | |
| 5/16/2025 | UniSuper Management Pty Ltd | 10,248 | $2.39M | 0.0% | -2.3% | 0.012% | |
| 5/16/2025 | Scientech Research LLC | 3,128 | $728K | 0.2% | N/A | 0.004% | |
| 5/16/2025 | Select Equity Group L.P. | 2,220,056 | $516.70M | 2.2% | +39.1% | 2.652% | |
