7/15/2025 | LeConte Wealth Management LLC | 247 | $254K | 0.2% | N/A | 0.000% | |
7/15/2025 | Palumbo Wealth Management LLC | 708 | $728K | 0.2% | +1.9% | 0.000% | |
7/15/2025 | McAdam LLC | 341 | $350K | 0.0% | -8.6% | 0.000% | |
7/15/2025 | Xcel Wealth Management LLC | 4,521 | $4.65M | 1.3% | -3.1% | 0.002% | |
7/15/2025 | Cora Capital Advisors LLC | 219 | $225K | 0.1% | N/A | 0.000% | |
7/15/2025 | BostonPremier Wealth LLC | 312 | $321K | 0.2% | -24.1% | 0.000% | |
7/15/2025 | Beacon Investment Advisory Services Inc. | 1,570 | $1.61M | 0.1% | -40.2% | 0.001% | |
7/15/2025 | Riverbridge Partners LLC | 102,727 | $105.61M | 1.7% | -2.7% | 0.050% | |
7/15/2025 | Regatta Capital Group LLC | 621 | $638K | 0.1% | -35.6% | 0.000% | |
7/15/2025 | Signet Financial Management LLC | 3,017 | $3.10M | 0.4% | -1.9% | 0.001% | |
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7/15/2025 | Clarus Group Inc. | 340 | $350K | 0.1% | N/A | 0.000% | |
7/15/2025 | TD Private Client Wealth LLC | 3,689 | $3.79M | 0.1% | -9.4% | 0.002% | |
7/15/2025 | Mather Group LLC. | 3,329 | $3.42M | 0.0% | -1.1% | 0.002% | |
7/15/2025 | Carr Financial Group Corp | 1,041 | $1.07M | 0.3% | -14.7% | 0.001% | |
7/15/2025 | Public Employees Retirement System of Ohio | 86,179 | $88.60M | 0.3% | -0.7% | 0.042% | |
7/15/2025 | Financial Management Professionals Inc. | 68 | $70K | 0.0% | +38.8% | 0.000% | |
7/15/2025 | Ballentine Partners LLC | 3,583 | $3.68M | 0.1% | +8.7% | 0.002% | |
7/15/2025 | Cigna Investments Inc. New | 2,031 | $2.09M | 0.4% | -1.7% | 0.001% | |
7/15/2025 | CHB Investment Group LLC | 3,660 | $3.76M | 1.9% | +4.9% | 0.002% | |
7/15/2025 | Norden Group LLC | 4,897 | $5.04M | 0.5% | +13.8% | 0.002% | |
7/15/2025 | Accurate Wealth Management LLC | 441 | $427K | 0.1% | +36.1% | 0.000% | |
7/15/2025 | Fifth Third Bancorp | 95,870 | $98.56M | 0.3% | +0.5% | 0.046% | |
7/15/2025 | Bedrijfstakpensioenfonds Voor DE Media PNO | 28,000 | $28.79M | 3.4% | +11.6% | 0.014% | |
7/15/2025 | Sheets Smith Wealth Management | 5,597 | $5.75M | 0.7% | +13.6% | 0.003% | |
7/15/2025 | Waycross Partners LLC | 18,436 | $18.95M | 1.8% | +3.2% | 0.009% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 154,767 | $159.11M | 2.1% | +5.2% | 0.075% | |
7/15/2025 | Hyperion Asset Management Ltd | 290,293 | $298.44M | 9.3% | -7.1% | 0.140% | |
7/15/2025 | Covea Finance | 45,120 | $46.39M | 1.7% | +13.8% | 0.022% | |
7/15/2025 | CGN Advisors LLC | 2,422 | $2.49M | 0.2% | +3.6% | 0.001% | |
7/15/2025 | Martin Capital Advisors LLP | 242 | $249K | 0.2% | N/A | 0.000% | |
7/15/2025 | Bfsg LLC | 1,022 | $1.05M | 0.1% | +2,589.5% | 0.000% | |
7/14/2025 | Argent Capital Management LLC | 64,486 | $66.30M | 1.9% | +21.7% | 0.031% | |
7/14/2025 | Hoey Investments Inc. | 2,911 | $2.99M | 0.4% | -3.6% | 0.001% | |
7/14/2025 | CHICAGO TRUST Co NA | 597 | $614K | 0.1% | +29.8% | 0.000% | |
7/14/2025 | Opal Wealth Advisors LLC | 176 | $181K | 0.1% | +12.8% | 0.000% | |
7/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 236 | $243K | 0.0% | N/A | 0.000% | |
7/14/2025 | MFA Wealth Advisors LLC | 808 | $831K | 0.2% | -5.8% | 0.000% | |
7/14/2025 | Golden State Equity Partners | 1,072 | $1.10M | 0.2% | +28.7% | 0.001% | |
7/14/2025 | Brady Martz Wealth Solutions LLC | 831 | $854K | 0.2% | +1.6% | 0.000% | |
7/14/2025 | AdvisorNet Financial Inc | 218 | $224K | 0.0% | +39.7% | 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 |
7/14/2025 | IronOak Wealth LLC. | 2,190 | $2.25M | 2.2% | N/A | 0.001% | |
7/14/2025 | Kapitalo Investimentos Ltda | 1,750 | $1.80M | 0.4% | -59.8% | 0.001% | |
7/14/2025 | Salvus Wealth Management LLC | 789 | $811K | 0.5% | +11.3% | 0.000% | |
7/14/2025 | Foster Group Inc. | 307 | $316K | 0.0% | N/A | 0.000% | |
7/14/2025 | GAMMA Investing LLC | 4,059 | $4.17M | 0.3% | +20.2% | 0.002% | |
7/14/2025 | S.A. Mason LLC | 111 | $114K | 0.1% | N/A | 0.000% | |
7/14/2025 | Clear Harbor Asset Management LLC | 213 | $219K | 0.0% | N/A | 0.000% | |
7/14/2025 | Masso Torrence Wealth Management Inc. | 219 | $225K | 0.1% | N/A | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 2,020 | $2.08M | 0.1% | +97.1% | 0.001% | |
7/14/2025 | Lewis Asset Management LLC | 803 | $826K | 0.4% | +3.3% | 0.000% | |
7/14/2025 | Toth Financial Advisory Corp | 820 | $843K | 0.1% | +302.0% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 10,149 | $10.43M | 0.1% | -0.3% | 0.005% | |
7/14/2025 | Clio Asset Management LLC | 10,875 | $11.18M | 8.8% | -0.9% | 0.005% | |
7/14/2025 | Avanza Fonder AB | 14,244 | $14.64M | 0.4% | +4.9% | 0.007% | |
7/14/2025 | Sowell Financial Services LLC | 1,635 | $1.68M | 0.1% | -5.0% | 0.001% | |
7/11/2025 | Petredis Investment Advisors LLC | 6,471 | $6.65M | 0.6% | +1.0% | 0.003% | |
7/11/2025 | Annex Advisory Services LLC | 320 | $329K | 0.0% | -60.8% | 0.000% | |
7/11/2025 | Arthur M. Cohen & Associates LLC | 1,354 | $1.39M | 0.2% | -4.6% | 0.001% | |
7/11/2025 | Walter Public Investments Inc. | 17,979 | $18.48M | 3.1% | +8.1% | 0.009% | |
7/11/2025 | Ullmann Wealth Partners Group LLC | 200 | $206K | 0.0% | N/A | 0.000% | |
7/11/2025 | Compass Ion Advisors LLC | 782 | $804K | 0.1% | +2.6% | 0.000% | |
7/11/2025 | BTC Capital Management Inc. | 1,458 | $1.50M | 0.1% | +11.1% | 0.001% | |
7/11/2025 | Orrstown Financial Services Inc. | 947 | $974K | 0.2% | +14.4% | 0.000% | |
7/11/2025 | Abacus FCF Advisors LLC | 15,896 | $16.34M | 2.3% | +6.1% | 0.008% | |
7/11/2025 | Kaufman Rossin Wealth LLC | 490 | $504K | 0.3% | -16.4% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 7,396 | $7.60M | 0.2% | +3.1% | 0.004% | |
7/11/2025 | Busey Bank | 221 | $227K | 0.0% | N/A | 0.000% | |
7/11/2025 | Silver Oak Securities Incorporated | 936 | $962K | 0.1% | +41.0% | 0.000% | |
7/11/2025 | CX Institutional | 1,171 | $1.20M | 0.0% | +1.9% | 0.001% | |
7/11/2025 | UMB Bank n.a. | 7,866 | $8.09M | 0.1% | -40.3% | 0.004% | |
7/11/2025 | Weatherly Asset Management L. P. | 7,439 | $7.65M | 0.7% | -3.8% | 0.004% | |
7/11/2025 | Westwind Capital | 24,176 | $24.86M | 5.1% | +0.9% | 0.012% | |
7/11/2025 | CMH Wealth Management LLC | 8,687 | $8.93M | 2.1% | +1.4% | 0.004% | |
7/11/2025 | Wright Investors Service Inc. | 1,118 | $1.15M | 0.3% | -4.0% | 0.001% | |
7/11/2025 | Shelton Wealth Management LLC | 1,214 | $1.25M | 0.6% | +9.9% | 0.001% | |
7/11/2025 | Global X Japan Co. Ltd. | 29 | $30K | 0.0% | N/A | 0.000% | |
7/11/2025 | Lantz Financial LLC | 313 | $322K | 0.1% | +11.8% | 0.000% | |
7/11/2025 | Brendel Financial Advisors LLC | 291 | $299K | 0.2% | N/A | 0.000% | |
7/11/2025 | Thomasville National Bank | 16,265 | $16.72M | 1.1% | +2.0% | 0.008% | |
7/11/2025 | SeaCrest Wealth Management LLC | 3,156 | $3.25M | 0.4% | +6.2% | 0.002% | |
7/11/2025 | Diversified Trust Co | 8,023 | $8.25M | 0.2% | -5.5% | 0.004% | |
7/11/2025 | Assenagon Asset Management S.A. | 382,189 | $392.92M | 0.6% | +41.0% | 0.185% | |
7/11/2025 | Bell Bank | 1,205 | $1.24M | 0.1% | -1.7% | 0.001% | |
7/11/2025 | Perpetual Ltd | 2,776 | $2.85M | 0.0% | -28.7% | 0.001% | |
7/11/2025 | International Private Wealth Advisors LLC | 438 | $450K | 0.4% | N/A | 0.000% | |
7/11/2025 | Luts & Greenleigh Group Inc. | 248 | $255K | 0.2% | N/A | 0.000% | |
7/11/2025 | IFM Investors Pty Ltd | 42,009 | $43.19M | 0.4% | +4.5% | 0.020% | |
7/11/2025 | Grove Bank & Trust | 3,028 | $3.11M | 0.4% | +26.3% | 0.001% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 238 | $245K | 0.1% | N/A | 0.000% | |
7/10/2025 | Three Seasons Wealth LLC | 1,124 | $1.16M | 0.1% | +7.8% | 0.001% | |
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 |
7/10/2025 | Triangle Securities Wealth Management | 1,641 | $1.69M | 0.4% | -1.2% | 0.001% | |
7/10/2025 | Clare Market Investments LLC | 2,720 | $2.80M | 0.6% | +5.7% | 0.001% | |
7/10/2025 | Kozak & Associates Inc. | 968 | $981K | 0.2% | +3.8% | 0.000% | |
7/10/2025 | Trust Point Inc. | 1,909 | $1.96M | 0.2% | +14.0% | 0.001% | |
7/10/2025 | Selective Wealth Management Inc. | 4,532 | $4.59M | 1.7% | -3.3% | 0.002% | |
7/10/2025 | Moody National Bank Trust Division | 2,952 | $3.04M | 0.3% | +2.5% | 0.001% | |
7/10/2025 | Security National Bank | 6,088 | $6.26M | 1.1% | +14.5% | 0.003% | |
7/10/2025 | YHB Investment Advisors Inc. | 5,661 | $5.82M | 0.4% | +4.9% | 0.003% | |
7/10/2025 | Guided Capital Wealth Management LLC | 3,999 | $4.11M | 3.2% | +0.5% | 0.002% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 1,756 | $1.81M | 0.0% | -27.1% | 0.001% | |