5/1/2025 | MQS Management LLC | 16,144 | $258K | 0.1% | N/A | 0.002% | |
5/1/2025 | CWM LLC | 4,140 | $66K | 0.0% | +43.6% | 0.001% | |
5/1/2025 | Ballentine Partners LLC | 36,235 | $580K | 0.0% | +9.7% | 0.005% | |
5/1/2025 | Diversify Wealth Management LLC | 53,848 | $851K | 0.1% | N/A | 0.008% | |
4/30/2025 | Genus Capital Management Inc. | 47,940 | $768K | 0.1% | -279.6% | 0.007% | |
4/30/2025 | Cerity Partners LLC | 154,003 | $2.47M | 0.0% | +76.2% | 0.023% | |
4/30/2025 | Allworth Financial LP | 1,720 | $27K | 0.0% | -31.0% | 0.000% | |
4/30/2025 | Personal CFO Solutions LLC | 10,792 | $173K | 0.0% | N/A | 0.002% | |
4/30/2025 | M&T Bank Corp | 16,417 | $263K | 0.0% | +7.6% | 0.002% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 11,570 | $185K | 0.0% | N/A | 0.002% | |
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4/29/2025 | Callan Capital LLC | 18,626 | $298K | 0.0% | +3.7% | 0.003% | |
4/29/2025 | TD Private Client Wealth LLC | 1,633 | $26K | 0.0% | +1,798.8% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 151,413 | $2.42M | 0.0% | +146.3% | 0.023% | |
4/29/2025 | Bank of New York Mellon Corp | 56,588 | $906K | 0.0% | +4.3% | 0.008% | |
4/25/2025 | JNBA Financial Advisors | 27,275 | $437K | 0.0% | +7.0% | 0.004% | |
4/25/2025 | Henry James International Management Inc. | 199,011 | $3.19M | 1.1% | -1.2% | 0.030% | |
4/25/2025 | Shilanski & Associates Inc. | 11,701 | $187K | 0.1% | N/A | 0.002% | |
4/24/2025 | PDS Planning Inc | 10,416 | $167K | 0.0% | N/A | 0.002% | |
4/17/2025 | QRG Capital Management Inc. | 63,971 | $1.02M | 0.0% | +29.1% | 0.010% | |
4/15/2025 | GAMMA Investing LLC | 10,237 | $164K | 0.0% | +15.4% | 0.002% | |
4/8/2025 | Rhumbline Advisers | 14,039 | $225K | 0.0% | +12.7% | 0.002% | |
4/7/2025 | GAMMA Investing LLC | 163,894 | $2.62M | 0.0% | +1,747.9% | 0.025% | |
4/3/2025 | Versant Capital Management Inc | 16,043 | $257K | 0.0% | +887.3% | 0.002% | |
2/19/2025 | Formidable Asset Management LLC | 26,156 | $422K | 0.1% | N/A | 0.004% | |
2/17/2025 | Vident Advisory LLC | 72,527 | $1.17M | 0.0% | +8.8% | 0.011% | |
2/17/2025 | Tidal Investments LLC | 27,394 | $442K | 0.0% | N/A | 0.004% | |
2/17/2025 | Quantinno Capital Management LP | 155,343 | $2.50M | 0.0% | +6.6% | 0.023% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 64,864 | $1.05M | 0.1% | -1.2% | 0.010% | |
2/17/2025 | Ellevest Inc. | 19,788 | $319K | 0.0% | -8.0% | 0.003% | |
2/17/2025 | Ethic Inc. | 169,797 | $2.74M | 0.1% | +46.3% | 0.025% | |
2/17/2025 | Balyasny Asset Management L.P. | 11,929 | $192K | 0.0% | N/A | 0.002% | |
2/17/2025 | Bank of America Corp DE | 190,405 | $3.07M | 0.0% | +20.6% | 0.029% | |
2/17/2025 | BNP Paribas Financial Markets | 55,764 | $899K | 0.0% | N/A | 0.008% | |
2/17/2025 | Ameriprise Financial Inc. | 19,547 | $315K | 0.0% | +7.3% | 0.003% | |
2/17/2025 | 13D Management LLC | 513,759 | $8.28M | 6.1% | +0.2% | 0.077% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 31,789 | $512K | 0.0% | +80.3% | 0.005% | |
2/14/2025 | Jane Street Group LLC | 56,540 | $911K | 0.0% | +145.0% | 0.008% | |
2/14/2025 | Northern Trust Corp | 705,622 | $11.38M | 0.0% | +69.0% | 0.106% | |
2/14/2025 | Optiver Holding B.V. | 495,797 | $7.99M | 0.0% | +135.5% | 0.074% | |
2/14/2025 | Aquatic Capital Management LLC | 31,989 | $516K | 0.0% | N/A | 0.005% | |
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.”
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2/14/2025 | Coldstream Capital Management Inc. | 10,929 | $176K | 0.0% | N/A | 0.002% | |
2/14/2025 | Syon Capital LLC | 25,609 | $413K | 0.0% | +8.9% | 0.004% | |
2/14/2025 | Tower Research Capital LLC TRC | 9,073 | $146K | 0.0% | +850.1% | 0.001% | |
2/14/2025 | Dimensional Fund Advisors LP | 1,665,245 | $26.84M | 0.0% | -14.1% | 0.250% | |
2/14/2025 | First Trust Advisors LP | 21,979 | $354K | 0.0% | N/A | 0.003% | |
2/14/2025 | Freedom Investment Management Inc. | 12,836 | $207K | 0.0% | -13.1% | 0.002% | |
2/14/2025 | GeoWealth Management LLC | 8,300 | $134K | 0.0% | N/A | 0.001% | |
2/13/2025 | Mariner LLC | 200,241 | $3.23M | 0.0% | +6.7% | 0.030% | |
2/13/2025 | Seeds Investor LLC | 13,929 | $225K | 0.1% | +13.7% | 0.002% | |
2/13/2025 | Townsquare Capital LLC | 16,554 | $267K | 0.0% | +15.1% | 0.002% | |
2/13/2025 | Rockefeller Capital Management L.P. | 171,071 | $2.76M | 0.0% | -0.6% | 0.026% | |
2/13/2025 | Raymond James Financial Inc. | 13,948 | $225K | 0.0% | N/A | 0.002% | |
2/13/2025 | Barometer Capital Management Inc. | 50,622 | $816K | 0.3% | +104.0% | 0.008% | |
2/13/2025 | Renaissance Group LLC | 459,352 | $7.40M | 0.3% | -2.6% | 0.069% | |
2/13/2025 | Renaissance Technologies LLC | 167,500 | $2.70M | 0.0% | -51.8% | 0.025% | |
2/13/2025 | Invesco Ltd. | 758,321 | $12.22M | 0.0% | -25.7% | 0.114% | |
2/13/2025 | Bank of Montreal Can | 280,851 | $4.53M | 0.0% | -30.8% | 0.042% | |
2/13/2025 | Cerity Partners LLC | 87,382 | $1.37M | 0.0% | +27.3% | 0.013% | |
2/13/2025 | Quadrant Capital Group LLC | 15,430 | $249K | 0.0% | +10.4% | 0.002% | |
2/13/2025 | Russell Investments Group Ltd. | 5,247 | $85K | 0.0% | +251.4% | 0.001% | |
2/13/2025 | Grantham Mayo Van Otterloo & Co. LLC | 75,916 | $1.22M | 0.0% | N/A | 0.011% | |
2/13/2025 | Wells Fargo & Company MN | 8,418 | $136K | 0.0% | +45.6% | 0.001% | |
2/12/2025 | Atlas Capital Advisors Inc. | 27,218 | $439K | 0.1% | -2.5% | 0.004% | |
2/12/2025 | Geode Capital Management LLC | 265,921 | $4.29M | 0.0% | -5.4% | 0.040% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 19,263 | $311K | 0.0% | +6.8% | 0.003% | |
2/12/2025 | Arrowstreet Capital Limited Partnership | 844,228 | $13.61M | 0.0% | +49.5% | 0.127% | |
2/12/2025 | Orion Portfolio Solutions LLC | 56,989 | $919K | 0.0% | +19.7% | 0.009% | |
2/12/2025 | JPMorgan Chase & Co. | 31,145 | $502K | 0.0% | +103.9% | 0.005% | |
2/10/2025 | Corient Private Wealth LLC | 57,586 | $928K | 0.0% | -18.8% | 0.009% | |
2/10/2025 | Gitterman Wealth Management LLC | 15,397 | $248K | 0.1% | +9.0% | 0.002% | |
2/10/2025 | EverSource Wealth Advisors LLC | 6,807 | $110K | 0.0% | +39.8% | 0.001% | |
2/7/2025 | Sequoia Financial Advisors LLC | 13,944 | $225K | 0.0% | +7.2% | 0.002% | |
2/7/2025 | HighTower Advisors LLC | 59,690 | $962K | 0.0% | +6.6% | 0.009% | |
2/7/2025 | PNC Financial Services Group Inc. | 21,839 | $352K | 0.0% | -3.6% | 0.003% | |
2/6/2025 | Raymond James Financial Inc. | 13,948 | $225K | 0.0% | N/A | 0.002% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 70,946 | $1.14M | 0.0% | +9.9% | 0.011% | |
2/6/2025 | SBI Securities Co. Ltd. | 1,652 | $27K | 0.0% | N/A | 0.000% | |
2/5/2025 | Smartleaf Asset Management LLC | 4,044 | $65K | 0.0% | +228.0% | 0.001% | |
2/5/2025 | US Bancorp DE | 57,506 | $927K | 0.0% | +3.8% | 0.009% | |
2/5/2025 | Henry James International Management Inc. | 201,416 | $3.25M | 1.2% | -25.0% | 0.030% | |
2/5/2025 | QRG Capital Management Inc. | 49,541 | $799K | 0.0% | +99.4% | 0.007% | |
2/4/2025 | Bank of New York Mellon Corp | 54,255 | $875K | 0.0% | +6.3% | 0.008% | |
2/3/2025 | Callan Capital LLC | 17,965 | $290K | 0.0% | +17.2% | 0.003% | |
1/31/2025 | Truist Financial Corp | 11,842 | $191K | 0.0% | +15.9% | 0.002% | |
1/30/2025 | JNBA Financial Advisors | 25,485 | $411K | 0.0% | -9.4% | 0.004% | |
1/30/2025 | ABC Arbitrage SA | 296,512 | $4.78M | 0.7% | N/A | 0.045% | |
1/30/2025 | Blue Trust Inc. | 4,066 | $66K | 0.0% | -83.9% | 0.001% | |
1/29/2025 | Savant Capital LLC | 11,230 | $181K | 0.0% | N/A | 0.002% | |
1/23/2025 | First Affirmative Financial Network | 15,002 | $242K | 0.1% | -10.4% | 0.002% | |
1/22/2025 | Blue Trust Inc. | 38,697 | $624K | 0.0% | +53.6% | 0.006% | |
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 |
1/16/2025 | Crossmark Global Holdings Inc. | 154,460 | $2.49M | 0.0% | +0.7% | 0.023% | |
1/16/2025 | Ballentine Partners LLC | 33,042 | $533K | 0.0% | +13.7% | 0.005% | |
1/3/2025 | GAMMA Investing LLC | 8,869 | $143K | 0.0% | +78.5% | 0.001% | |
1/3/2025 | Versant Capital Management Inc | 1,625 | $26K | 0.0% | N/A | 0.000% | |
12/26/2024 | JPMorgan Chase & Co. | 15,278 | $207K | 0.0% | +244.3% | 0.002% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 3,484 | $47K | 0.0% | N/A | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 281,153 | $3.82M | 0.0% | -4.5% | 0.042% | |
11/15/2024 | Orion Portfolio Solutions LLC | 47,595 | $646K | 0.0% | +50.9% | 0.007% | |
11/15/2024 | Jane Street Group LLC | 23,073 | $313K | 0.0% | -69.4% | 0.003% | |
11/15/2024 | Quantinno Capital Management LP | 145,744 | $1.98M | 0.0% | +16.3% | 0.022% | |