4/18/2025 | Cornerstone Wealth Management LLC | 3,992 | $321K | 0.0% | -3.4% | 0.001% | |
4/18/2025 | CENTRAL TRUST Co | 10,338 | $830K | 0.0% | +12.9% | 0.002% | |
4/17/2025 | Berkshire Bank | 42,550 | $3.42M | 0.8% | -3.2% | 0.006% | |
4/17/2025 | Strategic Advisors LLC | 36,681 | $2.95M | 0.6% | -3.8% | 0.005% | |
4/17/2025 | Vicus Capital | 2,644 | $212K | 0.0% | -15.6% | 0.000% | |
4/17/2025 | Grove Bank & Trust | 9,530 | $765K | 0.1% | +5.0% | 0.001% | |
4/17/2025 | Grimes & Company Inc. | 5,775 | $464K | 0.0% | -45.2% | 0.001% | |
4/17/2025 | Community Trust & Investment Co. | 42,561 | $3.42M | 0.2% | -3.7% | 0.006% | |
4/17/2025 | QRG Capital Management Inc. | 62,683 | $5.03M | 0.1% | +1.0% | 0.009% | |
4/17/2025 | Sagespring Wealth Partners LLC | 5,840 | $469K | 0.0% | +9.5% | 0.001% | |
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4/17/2025 | Precedent Wealth Partners LLC | 20,125 | $1.62M | 0.4% | +17.5% | 0.003% | |
4/17/2025 | Sowell Financial Services LLC | 53,891 | $4.33M | 0.2% | +1.4% | 0.008% | |
4/17/2025 | Montecito Bank & Trust | 8,917 | $716K | 0.1% | +2.9% | 0.001% | |
4/17/2025 | Janney Montgomery Scott LLC | 489,796 | $39.33M | 0.1% | -6.7% | 0.072% | |
4/17/2025 | Pflug Koory LLC | 10,166 | $816K | 0.5% | -2.2% | 0.001% | |
4/17/2025 | Trust Point Inc. | 3,707 | $298K | 0.0% | -43.1% | 0.001% | |
4/17/2025 | Trust Co. of Toledo NA OH | 32,163 | $2.58M | 0.3% | -6.8% | 0.005% | |
4/17/2025 | Mn Services Vermogensbeheer B.V. | 229,700 | $18.44M | 0.1% | -7.1% | 0.034% | |
4/17/2025 | Brighton Jones LLC | 4,536 | $364K | 0.0% | +7.0% | 0.001% | |
4/17/2025 | Pinion Investment Advisors LLC | 3,654 | $293K | 0.1% | -9.6% | 0.001% | |
4/17/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 408,987 | $32.84M | 1.0% | +1.3% | 0.060% | |
4/17/2025 | Sound Income Strategies LLC | 1,225 | $98K | 0.0% | +118.0% | 0.000% | |
4/17/2025 | Foster Victor Wealth Advisors LLC | 135,091 | $10.85M | 0.8% | -17.4% | 0.020% | |
4/17/2025 | Ritholtz Wealth Management | 9,355 | $751K | 0.0% | +52.1% | 0.001% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 2,786 | $224K | 0.0% | -11.6% | 0.000% | |
4/17/2025 | Dohj LLC | 9,222 | $740K | 0.2% | +5.1% | 0.001% | |
4/16/2025 | Dover Advisors LLC | 2,518 | $202K | 0.1% | -31.0% | 0.000% | |
4/16/2025 | Everpar Advisors LLC | 3,505 | $281K | 0.1% | -9.1% | 0.001% | |
4/16/2025 | Opal Wealth Advisors LLC | 800 | $64K | 0.0% | N/A | 0.000% | |
4/16/2025 | Farmers & Merchants Investments Inc. | 209,726 | $16.84M | 0.5% | +0.4% | 0.031% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 266,844 | $21.43M | 0.0% | -1.4% | 0.039% | |
4/16/2025 | Stock Yards Bank & Trust Co. | 6,463 | $519K | 0.0% | +2.5% | 0.001% | |
4/16/2025 | Goldstone Financial Group LLC | 6,996 | $562K | 0.1% | +2.9% | 0.001% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 10,227 | $821K | 0.1% | -2.5% | 0.002% | |
4/16/2025 | Salem Investment Counselors Inc. | 2,139 | $172K | 0.0% | -9.1% | 0.000% | |
4/16/2025 | Smithbridge Asset Management Inc. DE | 8,419 | $676K | 0.1% | N/A | 0.001% | |
4/16/2025 | Verity & Verity LLC | 242,991 | $19.51M | 1.7% | +1.8% | 0.036% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 7,360 | $591K | 0.0% | +8.9% | 0.001% | |
4/16/2025 | Compagnie Lombard Odier SCmA | 302,894 | $24.32M | 0.3% | -1.4% | 0.044% | |
4/16/2025 | Allen Mooney & Barnes Investment Advisors LLC | 146,959 | $11.80M | 1.9% | +3.1% | 0.022% | |
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4/16/2025 | Fortitude Family Office LLC | 456 | $37K | 0.0% | -27.0% | 0.000% | |
4/15/2025 | First United Bank & Trust | 820 | $66K | 0.0% | -37.2% | 0.000% | |
4/15/2025 | Fifth Third Bancorp | 129,992 | $10.44M | 0.0% | -8.9% | 0.019% | |
4/15/2025 | Simon Quick Advisors LLC | 5,303 | $426K | 0.0% | +26.4% | 0.001% | |
4/15/2025 | Capital Advisors Ltd. LLC | 1,139 | $91K | 0.0% | +282.2% | 0.000% | |
4/15/2025 | Cohen Klingenstein LLC | 33,745 | $2.71M | 0.1% | -18.2% | 0.005% | |
4/15/2025 | CX Institutional | 73,059 | $5.87M | 0.2% | +7.4% | 0.011% | |
4/15/2025 | MV Capital Management Inc. | 5,045 | $405K | 0.0% | +25.2% | 0.001% | |
4/15/2025 | Integrated Advisors Network LLC | 4,044 | $325K | 0.0% | +4.8% | 0.001% | |
4/15/2025 | Handelsbanken Fonder AB | 107,382 | $8.62M | 0.0% | +13.9% | 0.016% | |
4/15/2025 | Sanibel Captiva Trust Company Inc. | 4,567 | $367K | 0.0% | -15.6% | 0.001% | |
4/15/2025 | Avanza Fonder AB | 45,896 | $3.79M | 0.1% | -2.9% | 0.007% | |
4/15/2025 | Sonora Investment Management Group LLC | 5,607 | $450K | 0.0% | +3.2% | 0.001% | |
4/15/2025 | Ameliora Wealth Management Ltd. | 8,131 | $653K | 0.2% | -5.4% | 0.001% | |
4/15/2025 | Accurate Wealth Management LLC | 15,739 | $1.26M | 0.2% | +17.1% | 0.002% | |
4/15/2025 | Simplicity Wealth LLC | 7,248 | $582K | 0.0% | +18.2% | 0.001% | |
4/15/2025 | GAMMA Investing LLC | 10,162 | $816K | 0.1% | +10.7% | 0.001% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 5,389 | $433K | 0.0% | -9.0% | 0.001% | |
4/14/2025 | Yousif Capital Management LLC | 84,585 | $6.79M | 0.1% | -2.0% | 0.012% | |
4/14/2025 | Bruce G. Allen Investments LLC | 626 | $50K | 0.0% | -26.4% | 0.000% | |
4/14/2025 | Midland Wealth Advisors LLC | 8,296 | $666K | 0.0% | -12.7% | 0.001% | |
4/14/2025 | Tounjian Advisory Partners LLC | 3,334 | $268K | 0.0% | N/A | 0.000% | |
4/14/2025 | Pallas Capital Advisors LLC | 5,909 | $474K | 0.0% | N/A | 0.001% | |
4/14/2025 | Cetera Trust Company N.A | 27,935 | $2.24M | 1.4% | -0.6% | 0.004% | |
4/14/2025 | Farther Finance Advisors LLC | 15,330 | $1.24M | 0.0% | +36.9% | 0.002% | |
4/14/2025 | Daymark Wealth Partners LLC | 3,296 | $265K | 0.0% | -35.3% | 0.000% | |
4/14/2025 | Wesbanco Bank Inc. | 7,866 | $632K | 0.0% | -2.4% | 0.001% | |
4/14/2025 | Wedge Capital Management L L P NC | 425,069 | $34.13M | 0.7% | -3.2% | 0.062% | |
4/14/2025 | Park Avenue Securities LLC | 39,409 | $3.16M | 0.0% | +5.7% | 0.006% | |
4/14/2025 | KMG Fiduciary Partners LLC | 56,936 | $4.57M | 0.4% | +4.4% | 0.008% | |
4/14/2025 | Beach Investment Counsel Inc. PA | 4,900 | $393K | 0.1% | -3.9% | 0.001% | |
4/14/2025 | UMB Bank n.a. | 7,586 | $609K | 0.0% | +8.9% | 0.001% | |
4/11/2025 | Perkins Coie Trust Co | 40,685 | $3.27M | 0.7% | -1.2% | 0.006% | |
4/11/2025 | WealthBridge Investment Counsel Inc. | 120,660 | $9.69M | 3.5% | -0.4% | 0.018% | |
4/11/2025 | Sara Bay Financial | 6,599 | $523K | 0.2% | -13.5% | 0.001% | |
4/11/2025 | Butensky & Cohen Financial Security Inc. | 64,341 | $5.17M | 1.6% | -0.5% | 0.009% | |
4/11/2025 | Pines Wealth Management LLC | 7,205 | $578K | 0.2% | -3.4% | 0.001% | |
4/11/2025 | SeaCrest Wealth Management LLC | 4,364 | $350K | 0.0% | -8.2% | 0.001% | |
4/11/2025 | Procyon Advisors LLC | 38,691 | $3.11M | 0.2% | +9.6% | 0.006% | |
4/11/2025 | Stablepoint Partners LLC | 52,033 | $4.18M | 0.8% | -9.2% | 0.008% | |
4/11/2025 | Curat Global LLC | 11,407 | $916K | 1.1% | N/A | 0.002% | |
4/11/2025 | E. Ohman J or Asset Management AB | 25,146 | $2.02M | 0.1% | -4.9% | 0.004% | |
4/11/2025 | Vest Financial LLC | 27,161 | $2.18M | 0.0% | +73.5% | 0.004% | |
4/10/2025 | Chesley Taft & Associates LLC | 19,028 | $1.53M | 0.1% | +6.6% | 0.003% | |
4/10/2025 | Arthur M. Cohen & Associates LLC | 2,759 | $222K | 0.0% | -11.8% | 0.000% | |
4/10/2025 | Portside Wealth Group LLC | 11,689 | $957K | 0.2% | +3.9% | 0.002% | |
4/10/2025 | Financial Management Professionals Inc. | 8,012 | $643K | 0.1% | +3.1% | 0.001% | |
4/10/2025 | Greenfield Savings Bank | 21,278 | $1.71M | 0.8% | +1.1% | 0.003% | |
4/10/2025 | AEGON ASSET MANAGEMENT UK Plc | 1,017,275 | $81.65M | 1.2% | +30.5% | 0.149% | |
4/10/2025 | Romano Brothers AND Company | 52,601 | $4.22M | 0.5% | -2.6% | 0.008% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you…
To partner with Elon on what he believes will be the biggest AI project of the century…
Starting with as little as $500. Click here to see how you could take a stake in Elon’s private company… |
4/10/2025 | Silverberg Bernstein Capital Management LLC | 13,950 | $1.12M | 1.0% | +29.8% | 0.002% | |
4/10/2025 | Unigestion Holding SA | 23,661 | $1.90M | 0.1% | +0.7% | 0.003% | |
4/9/2025 | Sentry Investment Management LLC | 1,820 | $146K | 0.1% | -23.0% | 0.000% | |
4/9/2025 | RFG Advisory LLC | 9,450 | $759K | 0.0% | -4.4% | 0.001% | |
4/9/2025 | Capital Asset Advisory Services LLC | 9,033 | $745K | 0.0% | -8.4% | 0.001% | |
4/9/2025 | InvesTrust | 92,077 | $7.39M | 2.0% | -2.1% | 0.014% | |
4/9/2025 | Fulton Bank N.A. | 34,422 | $2.76M | 0.1% | -3.0% | 0.005% | |
4/9/2025 | ST Germain D J Co. Inc. | 2,953 | $237K | 0.0% | -29.6% | 0.000% | |
4/9/2025 | Merit Financial Group LLC | 27,026 | $2.17M | 0.0% | +26.6% | 0.004% | |
4/9/2025 | Sweeney & Michel LLC | 6,343 | $509K | 0.2% | N/A | 0.001% | |