| 7/7/2026 | Mirador Capital Partners LP | 123,623 | $431K | 0.1% | +33.4% | 0.128% | |
| 7/7/2026 | Quad Cities Investment Group LLC | 273,312 | $954K | 0.3% | +10.7% | 0.284% | |
| 6/3/2026 | NewEdge Advisors LLC | 61,500 | $218K | 0.0% | -10.1% | 0.064% | |
| 5/19/2026 | NewEdge Advisors LLC | 61,500 | $218K | 0.0% | -10.1% | 0.064% | |
| 5/19/2026 | Bank of America Corp DE | 198,586 | $705K | 0.0% | -2.4% | 0.206% | |
| 5/18/2026 | Royal Bank of Canada | 169,128 | $600K | 0.0% | -8.8% | 0.176% | |
| 5/13/2026 | Cetera Investment Advisers | 40,111 | $142K | 0.0% | -15.8% | 0.042% | |
| 5/6/2026 | Oder Investment Management LLC | 74,587 | $265K | 0.2% | +5.4% | 0.077% | |
| 4/30/2026 | Summit Securities Group LLC | 8,091 | $29K | 0.0% | N/A | 0.008% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 774,899 | $2.75M | 0.0% | +9.6% | 0.805% | |
Oxford Club Analyst’s Urgent AI Warning (Ad) Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be.
Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late. Watch Green's private presentation and see his full AI prediction |
| 4/18/2026 | Riverbridge Partners LLC | 633,159 | $2.25M | 0.1% | +3.9% | 0.658% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 9,400 | $33K | 0.0% | N/A | 0.010% | |
| 2/19/2026 | Invesco Ltd. | 1,138,200 | $4.03M | 0.0% | -3.5% | 1.182% | |
| 2/18/2026 | Papamarkou Wellner Asset Management inc. | 77,000 | $273K | 0.2% | +54.0% | 0.000% | |
| 2/18/2026 | XTX Topco Ltd | 21,798 | $77K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Readystate Asset Management LP | 131,640 | $466K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | Balyasny Asset Management L.P. | 131,676 | $466K | 0.0% | N/A | 0.000% | |
| 2/18/2026 | 1607 Capital Partners LLC | 1,747,144 | $6.19M | 0.4% | -14.9% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 47,630 | $169K | 0.0% | +8.9% | 0.049% | |
| 2/17/2026 | Equitable Holdings Inc. | 25,398 | $90K | 0.0% | N/A | 0.026% | |
| 2/17/2026 | Osaic Holdings Inc. | 209,296 | $741K | 0.0% | -7.4% | 0.217% | |
| 2/17/2026 | Royal Bank of Canada | 185,488 | $657K | 0.0% | -2.5% | 0.193% | |
| 2/16/2026 | MML Investors Services LLC | 113,395 | $401K | 0.0% | +7.8% | 0.118% | |
| 2/16/2026 | Landscape Capital Management L.L.C. | 37,741 | $134K | 0.0% | N/A | 0.039% | |
| 2/13/2026 | Kestra Advisory Services LLC | 9,126 | $32K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Pin Oak Investment Advisors Inc. | 163,870 | $598K | 0.4% | +2.2% | 0.000% | |
| 2/13/2026 | UMB Bank n.a. | 12,170 | $43K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 112,914 | $400K | 0.0% | -3.4% | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 58,169 | $206K | 0.0% | +23.0% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 231,681 | $820K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 44,606 | $158K | 0.0% | +281.1% | 0.000% | |
| 2/12/2026 | HRT Financial LP | 24,878 | $88K | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 76,386 | $270K | 0.0% | -10.5% | 0.000% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 8,492 | $30K | 0.0% | -72.2% | 0.000% | |
| 2/12/2026 | Sit Investment Associates Inc. | 28,292,873 | $100.16M | 2.0% | +3.6% | 29.389% | |
| 2/11/2026 | Gilpin Wealth Management LLC | 29,752 | $105K | 0.1% | N/A | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 117,945 | $418K | 0.0% | +30.9% | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 27,293 | $97K | 0.1% | N/A | 0.000% | |
| 2/9/2026 | Integrity Advisory Solutions LLC | 16,659 | $59K | 0.0% | +38.8% | 0.000% | |
| 2/6/2026 | Intellus Advisors LLC | 144,211 | $511K | 0.1% | +8.6% | 0.150% | |
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| 2/6/2026 | Global Retirement Partners LLC | 10,354 | $37K | 0.0% | +104.1% | 0.011% | |
| 2/3/2026 | International Assets Investment Management LLC | 27,832 | $99K | 0.0% | -47.6% | 0.029% | |
| 1/26/2026 | Shaker Financial Services LLC | 141,161 | $500K | 0.2% | +310.8% | 0.147% | |
| 1/23/2026 | Valley Brook Capital Group Inc. | 67,609 | $239K | 0.2% | -5.4% | 0.070% | |
| 1/22/2026 | Apollon Wealth Management LLC | 81,195 | $287K | 0.0% | -9.8% | 0.084% | |
| 1/20/2026 | Stratos Wealth Partners LTD. | 88,772 | $314K | 0.0% | +71.4% | 0.092% | |
| 1/15/2026 | Allspring Global Investments Holdings LLC | 1,364,889 | $4.83M | 0.0% | -23.2% | 1.418% | |
| 1/14/2026 | Quad Cities Investment Group LLC | 260,059 | $921K | 0.4% | -9.1% | 0.270% | |
| 1/14/2026 | Mirador Capital Partners LP | 71,091 | $252K | 0.0% | N/A | 0.074% | |
| 1/13/2026 | Capital Investment Advisors LLC | 32,054 | $113K | 0.0% | -22.2% | 0.033% | |
| 1/13/2026 | Riverbridge Partners LLC | 609,426 | $2.16M | 0.0% | +157.6% | 0.633% | |
| 1/12/2026 | Uhlmann Price Securities LLC | 22,401 | $79K | 0.0% | -12.8% | 0.023% | |
| 1/12/2026 | Gilman Hill Asset Management LLC | 25,000 | $88K | 0.0% | -28.6% | 0.026% | |
| 1/9/2026 | Dynamic Advisor Solutions LLC | 28,024 | $99K | 0.0% | -9.3% | 0.029% | |
| 11/24/2025 | CIBC Private Wealth Group LLC | 8,087 | $30K | 0.0% | -26.2% | 0.008% | |
| 11/17/2025 | NewEdge Advisors LLC | 68,400 | $252K | 0.0% | -9.3% | 0.071% | |
| 11/17/2025 | Pin Oak Investment Advisors Inc. | 160,370 | $592K | 0.4% | +55.2% | 0.167% | |
| 11/17/2025 | Susquehanna International Group LLP | 30,307 | $112K | 0.0% | N/A | 0.031% | |
| 11/17/2025 | 1607 Capital Partners LLC | 2,053,544 | $7.58M | 0.6% | -4.5% | 2.133% | |
| 11/14/2025 | Raymond James Financial Inc. | 475,583 | $1.76M | 0.0% | -2.0% | 0.494% | |
| 11/13/2025 | Invesco Ltd. | 1,179,068 | $4.35M | 0.0% | +24.2% | 1.225% | |
| 11/13/2025 | Intellus Advisors LLC | 132,779 | $490K | 0.1% | +24.3% | 0.138% | |
| 11/12/2025 | Integrity Advisory Solutions LLC | 12,003 | $44K | 0.0% | N/A | 0.012% | |
| 11/12/2025 | Smith Moore & CO. | 27,977 | $103K | 0.0% | N/A | 0.029% | |
| 11/6/2025 | First National Trust Co | 13,000 | $48K | 0.0% | N/A | 0.014% | |
| 11/4/2025 | Valley Brook Capital Group Inc. | 71,485 | $264K | 0.2% | -15.3% | 0.074% | |
| 11/4/2025 | Jones Financial Companies Lllp | 159,494 | $585K | 0.0% | +29.2% | 0.166% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 15,326 | $57K | 0.0% | N/A | 0.016% | |
| 10/22/2025 | Shaker Financial Services LLC | 34,366 | $127K | 0.0% | N/A | 0.036% | |
| 10/20/2025 | Allspring Global Investments Holdings LLC | 1,776,067 | $6.55M | 0.0% | -49.1% | 1.845% | |
| 10/14/2025 | Riverbridge Partners LLC | 236,536 | $873K | 0.0% | +1.4% | 0.246% | |
| 9/4/2025 | Osaic Holdings Inc. | 250,042 | $918K | 0.0% | +16.6% | 0.260% | |
| 8/15/2025 | Captrust Financial Advisors | 126,642 | $465K | 0.0% | N/A | 0.132% | |
| 8/15/2025 | Bank of America Corp DE | 194,999 | $716K | 0.0% | +3.0% | 0.203% | |
| 8/14/2025 | Jane Street Group LLC | 46,020 | $169K | 0.0% | N/A | 0.048% | |
| 8/14/2025 | Raymond James Financial Inc. | 485,518 | $1.78M | 0.0% | -13.7% | 0.504% | |
| 8/14/2025 | NewEdge Advisors LLC | 75,400 | $277K | 0.0% | -10.7% | 0.078% | |
| 8/13/2025 | Baird Financial Group Inc. | 66,347 | $243K | 0.0% | +200.3% | 0.069% | |
| 8/13/2025 | Invesco Ltd. | 949,315 | $3.48M | 0.0% | -18.6% | 0.986% | |
| 8/13/2025 | Level Four Advisory Services LLC | 48,088 | $176K | 0.0% | -32.9% | 0.050% | |
| 8/12/2025 | Intellus Advisors LLC | 106,830 | $392K | 0.1% | +3.6% | 0.111% | |
| 8/7/2025 | Allworth Financial LP | 51,176 | $188K | 0.0% | N/A | 0.053% | |
| 7/29/2025 | International Assets Investment Management LLC | 53,079 | $195K | 0.0% | +66.5% | 0.055% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 52,151 | $191K | 0.0% | -16.0% | 0.054% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 3,485,927 | $12.79M | 0.0% | -7.6% | 3.621% | |
| 7/24/2025 | IFP Advisors Inc | 19,980 | $73K | 0.0% | +68.6% | 0.021% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 677,347 | $2.49M | 0.0% | +2.9% | 0.704% | |
| 7/15/2025 | Riverbridge Partners LLC | 233,294 | $856K | 0.0% | +2.6% | 0.242% | |
| 7/9/2025 | Gilman Hill Asset Management LLC | 35,000 | $128K | 0.0% | +22.8% | 0.036% | |
| 5/16/2025 | NewEdge Advisors LLC | 84,400 | $305K | 0.0% | -23.8% | 0.088% | |
Oxford Club Analyst’s Urgent AI Warning (Ad) Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warning for AI investors - and a specific prediction about what the number-one investment of the next decade will be.
Green started his career on Wall Street four decades ago and retired in his 40s. He believes a major shift in the AI trade is coming - and that most investors won't hear about it until it's too late. Watch Green's private presentation and see his full AI prediction |
| 5/16/2025 | Integrated Wealth Concepts LLC | 114,650 | $414K | 0.0% | +2.5% | 0.119% | |
| 5/16/2025 | 1607 Capital Partners LLC | 2,190,650 | $7.91M | 0.6% | +11.7% | 2.276% | |
| 5/15/2025 | Royal Bank of Canada | 190,812 | $689K | 0.0% | +9.0% | 0.198% | |
| 5/15/2025 | Baird Financial Group Inc. | 22,097 | $80K | 0.0% | N/A | 0.023% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 39,487 | $143K | 0.0% | -29.0% | 0.041% | |
| 5/13/2025 | Valley Brook Capital Group Inc. | 83,250 | $301K | 0.2% | -6.0% | 0.086% | |
| 5/13/2025 | Ethos Financial Group LLC | 26,526 | $96K | 0.0% | N/A | 0.028% | |
| 5/13/2025 | Oder Investment Management LLC | 68,750 | $248K | 0.2% | -4.0% | 0.071% | |
| 5/13/2025 | Sit Investment Associates Inc. | 22,981,484 | $82.96M | 1.9% | +5.0% | 23.872% | |
| 5/12/2025 | Invesco Ltd. | 1,166,601 | $4.21M | 0.0% | +1.1% | 1.212% | |