4/29/2025 | Envestnet Asset Management Inc. | 36,452 | $375K | 0.0% | +94.9% | 0.000% | |
4/29/2025 | Olde Wealth Management LLC | 7,421 | $76K | 0.0% | N/A | 0.000% | |
4/28/2025 | First Horizon Advisors Inc. | 2,500 | $26K | 0.0% | N/A | 0.000% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 12,619 | $130K | 0.0% | N/A | 0.000% | |
4/22/2025 | PFG Investments LLC | 257,599 | $2.65M | 0.2% | +46.9% | 0.000% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 13,355 | $138K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 24,887 | $256K | 0.0% | -8.0% | 0.000% | |
4/16/2025 | Opal Wealth Advisors LLC | 23,780 | $245K | 0.1% | -9.0% | 0.000% | |
4/10/2025 | Breakwater Capital Group | 29,999 | $309K | 0.1% | -41.1% | 0.000% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 239,116 | $2.46M | 0.1% | -43.6% | 0.000% | |
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2/18/2025 | Alpine Global Management LLC | 300,000 | $3.14M | 0.7% | +30.4% | 0.000% | |
2/18/2025 | Elequin Capital LP | 3,792 | $40K | 0.0% | N/A | 0.000% | |
2/17/2025 | Nomura Holdings Inc. | 12,500 | $131K | 0.0% | N/A | 0.000% | |
2/17/2025 | Lionshead Wealth Management LLC | 87,428 | $915K | 0.7% | N/A | 0.000% | |
2/17/2025 | Cetera Investment Advisers | 20,576 | $215K | 0.0% | +9.5% | 0.000% | |
2/17/2025 | CF Capital LLC | 330,000 | $3.45M | 3.7% | N/A | 0.000% | |
2/17/2025 | Bank of America Corp DE | 410,878 | $4.30M | 0.0% | +7.0% | 0.000% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 5,238 | $55K | 0.0% | N/A | 0.000% | |
2/14/2025 | Alpine Global Management LLC | 300,000 | $3.14M | 0.7% | +30.4% | 0.000% | |
2/14/2025 | Stifel Financial Corp | 69,298 | $725K | 0.0% | -41.4% | 0.000% | |
2/13/2025 | NewEdge Advisors LLC | 12,100 | $127K | 0.0% | N/A | 0.000% | |
2/13/2025 | Guggenheim Capital LLC | 822,409 | $8.60M | 0.1% | +8.7% | 0.000% | |
2/13/2025 | Mariner LLC | 60,960 | $638K | 0.0% | +106.6% | 0.000% | |
2/13/2025 | Cohen & Steers Inc. | 50,000 | $523K | 0.0% | -28.6% | 0.000% | |
2/13/2025 | Raymond James Financial Inc. | 61,152 | $640K | 0.0% | N/A | 0.000% | |
2/13/2025 | Wellspring Financial Advisors LLC | 42,596 | $446K | 0.0% | -23.4% | 0.000% | |
2/13/2025 | Envestnet Asset Management Inc. | 18,702 | $196K | 0.0% | +18.4% | 0.000% | |
2/13/2025 | Sit Investment Associates Inc. | 910,254 | $9.52M | 0.2% | -16.8% | 0.000% | |
2/13/2025 | Wells Fargo & Company MN | 558,618 | $5.84M | 0.0% | +168.3% | 0.000% | |
2/12/2025 | Landscape Capital Management L.L.C. | 33,030 | $345K | 0.0% | N/A | 0.000% | |
2/12/2025 | Everstar Asset Management LLC | 12,710 | $133K | 0.1% | -47.5% | 0.000% | |
2/12/2025 | JPMorgan Chase & Co. | 118,039 | $1.24M | 0.0% | -7.3% | 0.000% | |
2/11/2025 | Ashton Thomas Securities LLC | 27,500 | $288K | 0.1% | -51.4% | 0.000% | |
2/11/2025 | Mountain Hill Investment Partners Corp. | 34,594 | $362K | 0.4% | N/A | 0.000% | |
2/11/2025 | LPL Financial LLC | 43,865 | $459K | 0.0% | +92.8% | 0.000% | |
2/10/2025 | Commonwealth Equity Services LLC | 69,022 | $722K | 0.0% | -11.9% | 0.000% | |
2/7/2025 | HighTower Advisors LLC | 437,176 | $4.57M | 0.0% | -33.8% | 0.000% | |
2/6/2025 | Raymond James Financial Inc. | 61,152 | $640K | 0.0% | N/A | 0.000% | |
2/5/2025 | Oppenheimer & Co. Inc. | 39,679 | $415K | 0.0% | +6.1% | 0.000% | |
2/3/2025 | Transcend Capital Advisors LLC | 1,028,022 | $10.75M | 0.8% | +16.4% | 0.000% | |
Silicon Valley Gold Rush (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 |
2/3/2025 | Wolverine Asset Management LLC | 3,623 | $38K | 0.0% | -37.1% | 0.000% | |
1/31/2025 | Robinson Capital Management LLC | 432,967 | $4.53M | 1.8% | +115.4% | 0.000% | |
1/31/2025 | Mathes Company Inc. | 22,000 | $230K | 0.1% | -59.6% | 0.000% | |
1/29/2025 | Mill Creek Capital Advisors LLC | 12,123 | $127K | 0.0% | -10.2% | 0.000% | |
1/28/2025 | Seelaus Asset Management LLC | 11,106 | $116K | 0.1% | N/A | 0.000% | |
1/28/2025 | SOA Wealth Advisors LLC. | 4,010 | $42K | 0.0% | -49.2% | 0.000% | |
1/24/2025 | Leisure Capital Management | 30,153 | $315K | 0.1% | +139.6% | 0.000% | |
1/23/2025 | Ibex Wealth Advisors | 11,375 | $119K | 0.0% | N/A | 0.000% | |
1/22/2025 | PFG Investments LLC | 175,381 | $1.83M | 0.1% | +25.5% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 27,040 | $283K | 0.0% | N/A | 0.000% | |
1/17/2025 | Dakota Wealth Management | 457,701 | $4.79M | 0.1% | +9.9% | 0.000% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 424,186 | $4.44M | 0.2% | -36.2% | 0.000% | |
1/14/2025 | Breakwater Capital Group | 50,943 | $533K | 0.1% | +4.0% | 0.000% | |
12/26/2024 | JPMorgan Chase & Co. | 127,326 | $1.43M | 0.0% | -26.3% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 26,157 | $295K | 0.0% | N/A | 0.000% | |
11/20/2024 | SOA Wealth Advisors LLC. | 7,892 | $88K | 0.0% | -14.4% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 25,990 | $291K | 0.0% | N/A | 0.000% | |
11/15/2024 | MML Investors Services LLC | 53,256 | $596K | 0.0% | -9.0% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 118,332 | $1.33M | 0.0% | +8.3% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 659,890 | $7.39M | 0.0% | +0.8% | 0.000% | |
11/14/2024 | Westchester Capital Management LLC | 26,125 | $293K | 0.0% | -73.6% | 0.000% | |
11/13/2024 | Horizon Kinetics Asset Management LLC | 71,483 | $801K | 0.0% | +6.9% | 0.000% | |
11/6/2024 | GoalVest Advisory LLC | 15,000 | $168K | 0.0% | N/A | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 37,390 | $419K | 0.0% | +151.5% | 0.000% | |
11/4/2024 | Wolverine Asset Management LLC | 5,758 | $64K | 0.0% | N/A | 0.000% | |
10/29/2024 | Clear Creek Financial Management LLC | 16,800 | $188K | 0.0% | +29.2% | 0.000% | |
10/28/2024 | US Bancorp DE | 15,206 | $170K | 0.0% | +742.0% | 0.000% | |
10/24/2024 | PFG Investments LLC | 139,794 | $1.57M | 0.1% | +28.2% | 0.000% | |
10/23/2024 | Dakota Wealth Management | 416,331 | $4.66M | 0.1% | -5.4% | 0.000% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 664,951 | $7.45M | 0.3% | -12.6% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 17,300 | $194K | 0.0% | +8.8% | 0.000% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 146,886 | $1.65M | 0.0% | -31.3% | 0.000% | |
8/14/2024 | Mill Creek Capital Advisors LLC | 13,500 | $150K | 0.0% | N/A | 0.000% | |
8/10/2024 | Frisch Financial Group Inc. | 37,114 | $412K | 0.1% | -2.8% | 0.000% | |
8/2/2024 | Tortoise Investment Management LLC | 16,470 | $183K | 0.0% | -70.3% | 0.000% | |
8/1/2024 | TIAA Trust National Association | 16,451 | $182K | 0.0% | N/A | 0.000% | |
7/31/2024 | Commonwealth Equity Services LLC | 86,777 | $962K | 0.0% | -8.8% | 0.000% | |
7/27/2024 | Leisure Capital Management | 12,583 | $140K | 0.1% | +24.8% | 0.000% | |
7/26/2024 | Breakwater Capital Group | 45,293 | $502K | 0.1% | N/A | 0.000% | |
7/25/2024 | Clear Creek Financial Management LLC | 13,000 | $144K | 0.0% | N/A | 0.000% | |
7/24/2024 | Herold Advisors Inc. | 41,572 | $461K | 0.1% | +6.5% | 0.000% | |
7/23/2024 | RMR Wealth Builders | 69,693 | $773K | 0.1% | +5.0% | 0.000% | |
7/22/2024 | Dakota Wealth Management | 440,114 | $4.88M | 0.1% | +3.7% | 0.000% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 761,232 | $8.44M | 0.4% | +1.4% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 20,382,532 | $221.56M | 6.4% | +4.4% | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 25,466 | $277K | 0.0% | +143.3% | 0.000% | |
4/30/2024 | Naples Global Advisors LLC | 15,825 | $173K | 0.0% | -17.0% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 95,147 | $1.03M | 0.0% | -3.3% | 0.000% | |
4/24/2024 | Dakota Wealth Management | 424,427 | $4.61M | 0.1% | +10.2% | 0.000% | |
4/22/2024 | PFG Investments LLC | 109,025 | $1.19M | 0.1% | N/A | 0.000% | |
Silicon Valley Gold Rush (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 |
4/18/2024 | Allspring Global Investments Holdings LLC | 213,899 | $2.33M | 0.0% | -28.9% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 750,494 | $8.16M | 0.4% | -12.0% | 0.000% | |
4/11/2024 | Opal Wealth Advisors LLC | 26,130 | $284K | 0.1% | N/A | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 42,700 | $464K | 0.1% | N/A | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 11,000 | $116K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 385,440 | $4.06M | 0.0% | +51.6% | 0.000% | |
2/29/2024 | Tortoise Investment Management LLC | 64,910 | $684K | 0.1% | -28.7% | 0.000% | |
2/13/2024 | Karpus Management Inc. | 19,529,693 | $205.65M | 6.3% | +14.2% | 0.000% | |
2/13/2024 | Wellspring Financial Advisors LLC | 43,496 | $458K | 0.0% | +19.2% | 0.000% | |
2/12/2024 | Avestar Capital LLC | 10,568 | $111K | 0.0% | N/A | 0.000% | |