5/1/2025 | Callahan Advisors LLC | 12,071 | $1.20M | 0.1% | +12.6% | 0.002% | |
5/1/2025 | Gateway Wealth Partners LLC | 5,524 | $548K | 0.1% | -19.5% | 0.001% | |
5/1/2025 | Xponance Inc. | 86,965 | $8.63M | 0.1% | +7.8% | 0.014% | |
5/1/2025 | WESPAC Advisors LLC | 18,441 | $1.83M | 1.5% | +49.8% | 0.003% | |
4/30/2025 | State of Michigan Retirement System | 168,281 | $16.70M | 0.1% | +6.1% | 0.027% | |
4/30/2025 | Cerity Partners LLC | 148,399 | $14.72M | 0.0% | -3.6% | 0.024% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 400 | $40K | 0.0% | N/A | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 486,277 | $48.25M | 0.3% | +17.2% | 0.078% | |
4/30/2025 | Round Rock Advisors LLC | 3,983 | $395K | 0.1% | N/A | 0.001% | |
4/30/2025 | Allworth Financial LP | 22,454 | $2.23M | 0.0% | -3.0% | 0.004% | |
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4/30/2025 | Alpine Woods Capital Investors LLC | 37,486 | $3.72M | 0.9% | -17.2% | 0.006% | |
4/30/2025 | Bridges Investment Management Inc. | 4,898 | $486K | 0.0% | -9.9% | 0.001% | |
4/30/2025 | Nisa Investment Advisors LLC | 185,642 | $18.42M | 0.1% | +4.5% | 0.030% | |
4/30/2025 | LBP AM SA | 189,726 | $18.83M | 0.3% | -3.7% | 0.030% | |
4/30/2025 | New Mexico Educational Retirement Board | 29,010 | $2.88M | 0.1% | +4.3% | 0.005% | |
4/30/2025 | Twelve Points Wealth Management LLC | 30,045 | $2.98M | 0.8% | +12.8% | 0.005% | |
4/30/2025 | Greenleaf Trust | 10,073 | $999K | 0.0% | +2.5% | 0.002% | |
4/30/2025 | Silverlake Wealth Management LLC | 22,480 | $2.23M | 0.8% | -1.1% | 0.004% | |
4/30/2025 | Trek Financial LLC | 2,017 | $200K | 0.0% | N/A | 0.000% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 124,244 | $12.08M | 0.0% | -1.2% | 0.020% | |
4/30/2025 | Valeo Financial Advisors LLC | 7,088 | $703K | 0.0% | +2.6% | 0.001% | |
4/30/2025 | M&T Bank Corp | 149,193 | $14.80M | 0.1% | -2.8% | 0.024% | |
4/30/2025 | Stratos Wealth Partners LTD. | 67,942 | $6.74M | 0.1% | +2.2% | 0.011% | |
4/30/2025 | Brown Advisory Inc. | 138,560 | $13.75M | 0.0% | -5.8% | 0.022% | |
4/30/2025 | Highview Capital Management LLC DE | 12,963 | $1.29M | 0.5% | +5.9% | 0.002% | |
4/30/2025 | Alpha Cubed Investments LLC | 4,459 | $442K | 0.0% | +7.5% | 0.001% | |
4/30/2025 | Gibraltar Capital Management Inc. | 4,714 | $468K | 0.1% | -2.9% | 0.001% | |
4/30/2025 | Capital Management Associates Inc | 2,220 | $220K | 0.0% | N/A | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 27,810 | $2.76M | 0.0% | +10.5% | 0.004% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 101,705 | $10.09M | 0.3% | +71.6% | 0.016% | |
4/29/2025 | Financial Counselors Inc. | 13,376 | $1.33M | 0.0% | +11.1% | 0.002% | |
4/29/2025 | TD Private Client Wealth LLC | 5,390 | $535K | 0.0% | +310.5% | 0.001% | |
4/29/2025 | Capital Advisors Inc. OK | 91,079 | $9.04M | 0.2% | +15.4% | 0.015% | |
4/29/2025 | Envestnet Asset Management Inc. | 949,784 | $94.24M | 0.0% | +7.5% | 0.152% | |
4/29/2025 | Hexagon Capital Partners LLC | 6,133 | $609K | 0.1% | +3.2% | 0.001% | |
4/29/2025 | Chilton Capital Management LLC | 37,822 | $3.75M | 0.2% | -4.5% | 0.006% | |
4/29/2025 | Tradewinds LLC. | 6,895 | $684K | 0.2% | +9.3% | 0.001% | |
4/29/2025 | CoreFirst Bank & Trust | 4,364 | $433K | 0.3% | -4.4% | 0.001% | |
4/29/2025 | Olistico Wealth LLC | 37,537 | $3.80M | 2.4% | -9.9% | 0.006% | |
4/29/2025 | Concurrent Investment Advisors LLC | 71,249 | $7.07M | 0.2% | +36.4% | 0.011% | |
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4/29/2025 | VAUGHAN & Co SECURITIES INC. | 6,177 | $613K | 0.4% | -28.0% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 4,727,250 | $469.04M | 0.1% | +2.6% | 0.757% | |
4/29/2025 | SL Advisors LLC | 46,733 | $4.64M | 8.0% | +24.9% | 0.007% | |
4/29/2025 | World Investment Advisors | 12,001 | $1.19M | 0.0% | +14.3% | 0.002% | |
4/29/2025 | Capital Investment Advisory Services LLC | 3,132 | $311K | 0.0% | +4.5% | 0.001% | |
4/29/2025 | Investors Asset Management of Georgia Inc. GA ADV | 26,360 | $2.62M | 1.3% | -0.9% | 0.004% | |
4/29/2025 | Brookstone Capital Management | 54,160 | $5.37M | 0.1% | +43.4% | 0.009% | |
4/29/2025 | Catalyst Capital Advisors LLC | 367,433 | $36.46M | 0.7% | +144.3% | 0.059% | |
4/29/2025 | SMART Wealth LLC | 2,766 | $274K | 0.1% | N/A | 0.000% | |
4/29/2025 | IFM Investors Pty Ltd | 222,728 | $20.30M | 0.2% | +7.5% | 0.036% | |
4/29/2025 | OneDigital Investment Advisors LLC | 9,835 | $976K | 0.0% | +18.7% | 0.002% | |
4/29/2025 | Royal Harbor Partners LLC | 3,345 | $332K | 0.1% | N/A | 0.001% | |
4/29/2025 | Avantax Planning Partners Inc. | 33,647 | $3.34M | 0.1% | +952.8% | 0.005% | |
4/29/2025 | Silver Oak Securities Incorporated | 3,462 | $341K | 0.0% | N/A | 0.001% | |
4/29/2025 | Calamos Advisors LLC | 102,503 | $10.17M | 0.0% | +1.1% | 0.016% | |
4/29/2025 | Conning Inc. | 11,764 | $1.17M | 0.0% | +1.8% | 0.002% | |
4/29/2025 | Aurora Private Wealth Inc. | 11,008 | $1.09M | 0.3% | N/A | 0.002% | |
4/29/2025 | Checchi Capital Advisers LLC | 9,739 | $966K | 0.1% | +4.0% | 0.002% | |
4/28/2025 | North Capital Inc. | 481 | $48K | 0.0% | N/A | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 158,192 | $15.70M | 0.1% | +1.9% | 0.025% | |
4/28/2025 | Principal Financial Group Inc. | 740,553 | $73.48M | 0.0% | +5.7% | 0.119% | |
4/28/2025 | MBM Wealth Consultants LLC | 5,883 | $584K | 0.2% | +3.8% | 0.001% | |
4/28/2025 | Mutual Advisors LLC | 10,352 | $1.03M | 0.0% | +16.5% | 0.002% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 53,771 | $5.34M | 0.1% | +7.5% | 0.009% | |
4/28/2025 | Teacher Retirement System of Texas | 119,561 | $11.86M | 0.0% | +2,087.0% | 0.019% | |
4/28/2025 | First Horizon Advisors Inc. | 4,490 | $446K | 0.0% | +41.5% | 0.001% | |
4/28/2025 | Strategic Financial Concepts LLC | 11,238 | $1.12M | 0.2% | -9.7% | 0.002% | |
4/28/2025 | Hudson Edge Investment Partners Inc. | 52,760 | $5.24M | 1.1% | -1.6% | 0.008% | |
4/28/2025 | Private Trust Co. NA | 10,505 | $1.04M | 0.1% | +15.9% | 0.002% | |
4/28/2025 | Arlington Trust Co LLC | 973 | $97K | 0.0% | +26.9% | 0.000% | |
4/28/2025 | Yelin Lapidot Holdings Management Ltd. | 2,977 | $295K | 0.1% | +20.0% | 0.000% | |
4/28/2025 | Pinnacle Financial Partners Inc | 3,000 | $298K | 0.0% | +27.4% | 0.000% | |
4/28/2025 | Miller Howard Investments Inc. NY | 362,675 | $35.99M | 1.1% | +1.1% | 0.058% | |
4/28/2025 | Aaron Wealth Advisors LLC | 4,705 | $467K | 0.1% | +4.7% | 0.001% | |
4/28/2025 | Keybank National Association OH | 114,288 | $11.34M | 0.0% | -1.2% | 0.018% | |
4/28/2025 | Rossby Financial LCC | 918 | $91K | 0.0% | N/A | 0.000% | |
4/28/2025 | Yukon Wealth Management Inc. | 8,519 | $845K | 0.4% | N/A | 0.001% | |
4/28/2025 | DAVENPORT & Co LLC | 111,719 | $11.08M | 0.1% | +13.2% | 0.018% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 85,014 | $8.44M | 0.1% | +29.5% | 0.014% | |
4/28/2025 | RKL Wealth Management LLC | 13,615 | $1.35M | 0.1% | +4.2% | 0.002% | |
4/28/2025 | Vontobel Holding Ltd. | 26,681 | $2.65M | 0.0% | -6.2% | 0.004% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 2,715 | $269K | 0.1% | +10.7% | 0.000% | |
4/25/2025 | Mather Group LLC. | 5,556 | $551K | 0.0% | +2.9% | 0.001% | |
4/25/2025 | Alta Advisers Ltd | 2,814 | $279K | 0.1% | N/A | 0.000% | |
4/25/2025 | Sage Advisors LLC | 52,455 | $5.21M | 3.7% | -7.6% | 0.008% | |
4/25/2025 | Advisors Management Group Inc. ADV | 8,661 | $859K | 0.2% | +1.7% | 0.001% | |
4/25/2025 | CHURCHILL MANAGEMENT Corp | 281,979 | $27.98M | 0.4% | +0.1% | 0.045% | |
4/25/2025 | Smith Salley Wealth Management | 2,037 | $202K | 0.0% | N/A | 0.000% | |
4/25/2025 | Saxon Interests Inc. | 5,450 | $541K | 0.3% | +2.8% | 0.001% | |
4/25/2025 | WASHINGTON TRUST Co | 596 | $59K | 0.0% | -80.7% | 0.000% | |
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
4/25/2025 | Nicholson Meyer Capital Management Inc. | 5,692 | $565K | 0.5% | N/A | 0.001% | |
4/25/2025 | MorganRosel Wealth Management LLC | 396 | $39K | 0.0% | N/A | 0.000% | |
4/25/2025 | Ameritas Advisory Services LLC | 38,040 | $3.82M | 0.2% | -38.8% | 0.006% | |
4/25/2025 | New York State Teachers Retirement System | 462,325 | $45.87M | 0.1% | -1.1% | 0.074% | |
4/25/2025 | Amalgamated Bank | 121,306 | $12.04M | 0.1% | +8.4% | 0.019% | |
4/25/2025 | Shilanski & Associates Inc. | 16,085 | $1.60M | 0.5% | +4.2% | 0.003% | |
4/25/2025 | BankPlus Wealth Management LLC | 4,884 | $485K | 0.4% | +2.8% | 0.001% | |
4/25/2025 | Essex Financial Services Inc. | 5,630 | $559K | 0.0% | -54.3% | 0.001% | |
4/25/2025 | KBC Group NV | 49,716 | $4.93M | 0.0% | +2.4% | 0.008% | |
4/25/2025 | Emerald Advisors LLC | 4,455 | $442K | 0.1% | +5.0% | 0.001% | |