7/11/2025 | Diversified Trust Co | 10,098 | $243K | 0.0% | -20.0% | 0.000% | |
7/10/2025 | Fulton Bank N.A. | 8,942 | $215K | 0.0% | -14.9% | 0.000% | |
7/1/2025 | Confluence Investment Management LLC | 56,080 | $1.35M | 0.0% | +1.5% | 0.001% | |
5/29/2025 | Rhumbline Advisers | 74,412 | $1.28M | 0.0% | -11.6% | 0.001% | |
5/13/2025 | Azimuth Capital Investment Management LLC | 492,432 | $8.32M | 0.3% | N/A | 0.009% | |
5/13/2025 | Lyrical Asset Management LP | 219,520 | $3.77M | 0.1% | -10.7% | 0.004% | |
5/9/2025 | Gagnon Securities LLC | 73,307 | $1.26M | 0.3% | -2.9% | 0.001% | |
5/9/2025 | PNC Financial Services Group Inc. | 5,316 | $91K | 0.0% | +16.4% | 0.000% | |
4/28/2025 | First Horizon Advisors Inc. | 1,825 | $31K | 0.0% | +192.5% | 0.000% | |
4/22/2025 | Appleton Partners Inc. MA | 130,744 | $2.25M | 0.2% | +1.5% | 0.003% | |
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4/15/2025 | GAMMA Investing LLC | 16,062 | $276K | 0.0% | +24.1% | 0.000% | |
4/9/2025 | Fulton Bank N.A. | 10,507 | $178K | 0.0% | -22.7% | 0.000% | |
4/8/2025 | Rhumbline Advisers | 74,412 | $1.28M | 0.0% | -11.6% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 275,785 | $4.74M | 0.0% | +2,029.9% | 0.005% | |
2/13/2025 | Sterling Capital Management LLC | 41,062 | $605K | 0.0% | N/A | 0.001% | |
2/13/2025 | Lyrical Asset Management LP | 245,768 | $3.60M | 0.1% | -1.4% | 0.005% | |
2/7/2025 | Generali Investments CEE investicni spolecnost a.s. | 180,000 | $2.63M | 0.3% | N/A | 0.003% | |
2/5/2025 | SVB Wealth LLC | 13,131 | $192K | 0.0% | N/A | 0.000% | |
1/31/2025 | Kornitzer Capital Management Inc. KS | 150,320 | $2.22M | 0.0% | +49.8% | 0.003% | |
1/28/2025 | Appleton Partners Inc. MA | 128,775 | $1.88M | 0.1% | -3.3% | 0.002% | |
1/24/2025 | Gagnon Securities LLC | 75,506 | $1.11M | 0.2% | -1.8% | 0.001% | |
1/10/2025 | ORG Wealth Partners LLC | 5,754 | $84K | 0.0% | -22.5% | 0.000% | |
1/8/2025 | Fulton Bank N.A. | 13,599 | $200K | 0.0% | N/A | 0.000% | |
1/7/2025 | Diversified Trust Co | 12,367 | $182K | 0.0% | N/A | 0.000% | |
1/3/2025 | GAMMA Investing LLC | 12,948 | $189K | 0.0% | +53.4% | 0.000% | |
11/15/2024 | O Brien Greene & Co. Inc | 35,450 | $472K | 0.1% | -7.9% | 0.000% | |
10/31/2024 | Confluence Investment Management LLC | 55,199 | $735K | 0.0% | -1.7% | 0.001% | |
10/11/2024 | ORG Wealth Partners LLC | 7,422 | $99K | 0.0% | N/A | 0.000% | |
10/1/2024 | Appleton Partners Inc. MA | 133,225 | $1.78M | 0.1% | +0.6% | 0.003% | |
8/12/2024 | O Brien Greene & Co. Inc | 38,505 | $512K | 0.2% | +2.7% | 0.001% | |
8/1/2024 | Rhumbline Advisers | 79,860 | $1.06M | 0.0% | -1.1% | 0.002% | |
7/9/2024 | Fulton Bank N.A. | 12,681 | $169K | 0.0% | +10.7% | 0.000% | |
7/2/2024 | Appleton Partners Inc. MA | 132,445 | $1.76M | 0.1% | +9.7% | 0.003% | |
7/1/2024 | Confluence Investment Management LLC | 56,139 | $747K | 0.0% | +2.1% | 0.001% | |
5/15/2024 | SVB Wealth LLC | 14,580 | $198K | 0.0% | +6.5% | 0.000% | |
5/6/2024 | ORG Partners LLC | 8,144 | $110K | 0.2% | N/A | 0.000% | |
4/26/2024 | Renaissance Group LLC | 538,409 | $7.32M | 0.3% | +0.2% | 0.010% | |
4/5/2024 | GAMMA Investing LLC | 8,421 | $114K | 0.0% | +29.7% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 54,961 | $747K | 0.0% | N/A | 0.001% | |
4/1/2024 | Appleton Partners Inc. MA | 120,690 | $1.64M | 0.1% | N/A | 0.002% | |
This Cold War “Accident” Could Unleash New $100 Trillion AI Boom (Ad) Obscure Metal More Valuable than Gold and Bitcoin… COMBINED?
This strange "AI Metal" holds the key to the $100 trillion AI boom.
Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world.
And you won't believe what he uncovered. Click here to see the details because this could be the biggest tech story of this decade. |
3/22/2024 | PNC Financial Services Group Inc. | 3,917 | $51K | 0.0% | -29.5% | 0.000% | |
2/13/2024 | Lyrical Asset Management LP | 221,197 | $2.87M | 0.0% | +7.0% | 0.004% | |
2/12/2024 | 3Chopt Investment Partners LLC | 24,624 | $320K | 0.1% | -20.5% | 0.000% | |
2/9/2024 | Renaissance Group LLC | 537,546 | $6.98M | 0.3% | N/A | 0.010% | |
2/2/2024 | O Brien Greene & Co. Inc | 35,615 | $463K | 0.2% | +8.2% | 0.001% | |
2/1/2024 | GAMMA Investing LLC | 6,493 | $90K | 0.0% | N/A | 0.000% | |
2/1/2024 | Cable Hill Partners LLC | 15,722 | $205K | 0.0% | N/A | 0.000% | |
1/30/2024 | SVB Wealth LLC | 13,692 | $178K | 0.0% | +32.3% | 0.000% | |
1/16/2024 | Pacer Advisors Inc. | 42,832 | $556K | 0.0% | -96.4% | 0.001% | |
1/4/2024 | Fulton Bank N.A. | 12,091 | $158K | 0.0% | N/A | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 5,554 | $57K | 0.0% | +189.6% | 0.000% | |
11/8/2023 | O Brien Greene & Co. Inc | 32,925 | $341K | 0.1% | +3.8% | 0.001% | |
10/23/2023 | SVB Wealth LLC | 10,348 | $107K | 0.0% | -31.5% | 0.000% | |
8/21/2023 | Vestor Capital LLC | 5,209 | $59K | 0.0% | N/A | 0.000% | |
8/9/2023 | Vestor Capital LLC | 1,856 | $131K | 0.0% | N/A | 0.000% | |
8/1/2023 | Kornitzer Capital Management Inc. KS | 100,480 | $1.14M | 0.0% | N/A | 0.002% | |
7/26/2023 | 3Chopt Investment Partners LLC | 30,958 | $362K | 0.2% | -29.3% | 0.001% | |
7/25/2023 | OLD National Bancorp IN | 10,132 | $115K | 0.0% | -65.2% | 0.000% | |
7/24/2023 | SVB Wealth LLC | 15,109 | $172K | 0.0% | +15.1% | 0.000% | |
7/20/2023 | O Brien Greene & Co. Inc | 95,175 | $1.08M | 0.1% | +247.0% | 0.002% | |
7/12/2023 | Pacer Advisors Inc. | 1,134,150 | $12.91M | 0.1% | -10.9% | 0.022% | |
5/23/2023 | 3Chopt Investment Partners LLC | 43,799 | $424K | 0.2% | N/A | 0.001% | |
5/12/2023 | SYSTM Wealth Solutions LLC | 46,368 | $447K | 0.1% | -7.2% | 0.001% | |
5/2/2023 | Pacer Advisors Inc. | 1,272,321 | $12.33M | 0.1% | +42.2% | 0.024% | |
4/19/2023 | OLD National Bancorp IN | 29,100 | $280K | 0.0% | -8.9% | 0.001% | |
2/14/2023 | Ativo Capital Management LLC | 99,698 | $1.04M | 1.3% | +372.1% | 0.002% | |
2/13/2023 | Alan B. Lancz & Associates Inc. | 14,000 | $146K | 0.1% | N/A | 0.000% | |
2/10/2023 | SYSTM Wealth Solutions LLC | 49,977 | $524K | 0.1% | N/A | 0.001% | |
2/10/2023 | SVB Wealth LLC | 23,894 | $249K | 0.0% | +477.3% | 0.000% | |
2/7/2023 | Gagnon Securities LLC | 76,427 | $801K | 0.2% | +401.4% | 0.001% | |
2/6/2023 | Pacer Advisors Inc. | 894,956 | $9.33M | 0.0% | +266.7% | 0.017% | |
2/3/2023 | OLD National Bancorp IN | 31,936 | $334K | 0.0% | +608.4% | 0.001% | |
2/2/2023 | O Brien Greene & Co. Inc | 27,325 | $287K | 0.1% | +88.5% | 0.001% | |
1/9/2023 | New England Research & Management Inc. | 35,475 | $370K | 0.2% | +109.8% | 0.001% | |
1/9/2023 | Yousif Capital Management LLC | 85,960 | $896K | 0.0% | +400.0% | 0.002% | |
1/4/2023 | Confluence Investment Management LLC | 50,188 | $523K | 0.0% | +394.9% | 0.001% | |
11/14/2022 | Gagnon Securities LLC | 15,242 | $777K | 0.2% | -7.5% | 0.000% | |
11/14/2022 | Renaissance Group LLC | 124,943 | $6.37M | 0.3% | -3.2% | 0.002% | |
11/9/2022 | O Brien Greene & Co. Inc | 14,496 | $739K | 0.1% | +222.0% | 0.000% | |
11/9/2022 | SVB Wealth LLC | 4,139 | $210K | 0.0% | N/A | 0.000% | |
11/4/2022 | Yousif Capital Management LLC | 17,192 | $876K | 0.0% | +6.2% | 0.000% | |
10/18/2022 | Pacer Advisors Inc. | 244,090 | $12.44M | 0.1% | +28.2% | 0.005% | |
8/23/2022 | Captrust Financial Advisors | 415,842 | $22.40M | 0.1% | -10.1% | 0.040% | |
8/1/2022 | Gagnon Securities LLC | 16,477 | $890K | 0.2% | +3.2% | 0.002% | |
7/25/2022 | OLD National Bancorp IN | 4,513 | $244K | 0.0% | N/A | 0.000% | |
7/6/2022 | Farmer Steven Patrick | 10,137 | $546K | 0.0% | N/A | 0.001% | |
5/16/2022 | Captrust Financial Advisors | 462,383 | $29.17M | 0.2% | +36,538.9% | 0.045% | |
5/13/2022 | Lyrical Asset Management LP | 14,592 | $918K | 0.0% | N/A | 0.001% | |
5/9/2022 | Gagnon Securities LLC | 15,966 | $1.01M | 0.2% | +2.5% | 0.002% | |
4/20/2022 | New England Research & Management Inc. | 17,205 | $1.08M | 0.6% | -2.6% | 0.002% | |
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad) Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents.
With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside. Get the name of Buffett’s likely gold target here |
4/5/2022 | Pacer Advisors Inc. | 92,512 | $5.82M | 0.0% | +57.0% | 0.009% | |
4/4/2022 | Confluence Investment Management LLC | 10,004 | $629K | 0.0% | -15.2% | 0.001% | |
2/11/2022 | Renaissance Group LLC | 131,902 | $7.70M | 0.3% | -2.7% | 0.013% | |
2/10/2022 | Sierra Capital LLC | 496 | $29K | 0.0% | -26.2% | 0.000% | |
2/9/2022 | Alan B. Lancz & Associates Inc. | 61,800 | $3.61M | 0.8% | N/A | 0.006% | |
2/8/2022 | Gagnon Securities LLC | 15,570 | $907K | 0.1% | +3.7% | 0.001% | |
2/8/2022 | O Brien Greene & Co. Inc | 3,972 | $231K | 0.1% | -7.8% | 0.000% | |
2/8/2022 | Teachers Retirement System of The State of Kentucky | 58,600 | $3.42M | 0.0% | +34.7% | 0.006% | |
2/7/2022 | Inverness Counsel LLC NY | 3,960 | $231K | 0.0% | -82.6% | 0.000% | |
2/3/2022 | Todd Asset Management LLC | 58,600 | $3.42M | 0.1% | +34.7% | 0.006% | |