7/22/2025 | Clarius Group LLC | 10,471 | $246K | 0.0% | -10.2% | 0.001% | |
7/22/2025 | Checchi Capital Advisers LLC | 20,364 | $479K | 0.0% | -1.9% | 0.002% | |
7/21/2025 | QRG Capital Management Inc. | 153,207 | $3.60M | 0.0% | +7.8% | 0.017% | |
7/21/2025 | Fairvoy Private Wealth LLC | 23,221 | $546K | 0.1% | +2.5% | 0.003% | |
7/21/2025 | Ascent Group LLC | 79,344 | $1.87M | 0.1% | +6.1% | 0.009% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,861 | $44K | 0.0% | N/A | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 13,046 | $307K | 0.0% | +29.0% | 0.001% | |
7/21/2025 | Sterling Investment Counsel LLC | 10,212 | $240K | 0.1% | -4.9% | 0.001% | |
7/21/2025 | Abundance Wealth Counselors | 53,172 | $1.25M | 0.2% | N/A | 0.006% | |
7/21/2025 | Greenwood Capital Associates LLC | 72,400 | $1.70M | 0.2% | +0.6% | 0.008% | |
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7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 935,719 | $22.01M | 0.1% | +9.9% | 0.104% | |
7/21/2025 | J. Safra Sarasin Holding AG | 14,174 | $333K | 0.0% | N/A | 0.002% | |
7/21/2025 | ASR Vermogensbeheer N.V. | 214,982 | $5.06M | 0.1% | -0.4% | 0.024% | |
7/18/2025 | Montgomery Investment Management Inc. | 8,878 | $209K | 0.1% | N/A | 0.001% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 85,021 | $2M | 0.0% | -26.2% | 0.009% | |
7/18/2025 | Lynx Investment Advisory | 20,424 | $480K | 0.3% | +3.5% | 0.002% | |
7/18/2025 | LBP AM SA | 359,848 | $8.46M | 0.1% | -48.8% | 0.040% | |
7/18/2025 | Truist Financial Corp | 206,832 | $4.87M | 0.0% | -1.1% | 0.023% | |
7/17/2025 | Trivium Point Advisory LLC | 20,240 | $476K | 0.1% | +5.8% | 0.002% | |
7/17/2025 | Greenleaf Trust | 20,164 | $474K | 0.0% | -18.6% | 0.002% | |
7/17/2025 | XML Financial LLC | 35,475 | $834K | 0.1% | -2.8% | 0.004% | |
7/17/2025 | Capital Investment Advisors LLC | 31,148 | $733K | 0.0% | +5.7% | 0.003% | |
7/17/2025 | HB Wealth Management LLC | 93,076 | $2.19M | 0.0% | -5.4% | 0.010% | |
7/17/2025 | Janney Montgomery Scott LLC | 73,622 | $1.73M | 0.0% | -3.5% | 0.008% | |
7/17/2025 | Venture Visionary Partners LLC | 403,220 | $9.48M | 0.4% | +1.9% | 0.045% | |
7/17/2025 | Oakworth Capital Inc. | 78,938 | $1.86M | 0.1% | -5.9% | 0.009% | |
7/17/2025 | Archford Capital Strategies LLC | 18,651 | $439K | 0.1% | N/A | 0.002% | |
7/17/2025 | GC Wealth Management RIA LLC | 13,834 | $325K | 0.0% | N/A | 0.002% | |
7/17/2025 | Beacon Capital Management LLC | 138,289 | $3.25M | 0.4% | -1.1% | 0.015% | |
7/17/2025 | Patton Albertson Miller Group LLC | 8,801 | $207K | 0.0% | N/A | 0.001% | |
7/17/2025 | Lakewood Asset Management LLC | 98,223 | $2.31M | 1.5% | +1.0% | 0.011% | |
7/17/2025 | SeaBridge Investment Advisors LLC | 67,317 | $1.58M | 0.3% | -3.4% | 0.007% | |
7/17/2025 | LVW Advisors LLC | 11,398 | $268K | 0.0% | N/A | 0.001% | |
7/16/2025 | Signaturefd LLC | 22,141 | $521K | 0.0% | -3.0% | 0.002% | |
7/16/2025 | Paragon Capital Management Ltd | 9,847 | $232K | 0.0% | -30.8% | 0.001% | |
7/16/2025 | Augustine Asset Management Inc. | 11,479 | $270K | 0.1% | -10.9% | 0.001% | |
7/16/2025 | State of Alaska Department of Revenue | 100,973 | $2.37M | 0.0% | -5.2% | 0.011% | |
7/16/2025 | Patton Fund Management Inc. | 10,862 | $255K | 0.2% | N/A | 0.001% | |
7/16/2025 | Novem Group | 9,074 | $213K | 0.0% | -35.0% | 0.001% | |
7/16/2025 | American National Bank & Trust | 1,064 | $25K | 0.0% | +2,433.3% | 0.000% | |
Bitcoin Beats Gold — But This Coin Could Beat Them Both (Ad) Bitcoin just hit a record high—but it’s not the top crypto play right now.
Crypto analyst Juan Villaverde, who called Bitcoin’s breakout to $100K nearly to the day, says a lesser-known coin could be even bigger. It’s faster, cheaper, and backed by Google, Visa, and top VCs with over $200 million already invested. Get the name of this “third pillar” crypto in Juan’s free report → |
7/16/2025 | Hartford Investment Management Co. | 54,484 | $1.28M | 0.0% | -1.9% | 0.006% | |
7/16/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 1,930,680 | $45.41M | 1.3% | +20.3% | 0.215% | |
7/16/2025 | Perigon Wealth Management LLC | 101,815 | $2.40M | 0.1% | +7.2% | 0.011% | |
7/15/2025 | Signet Financial Management LLC | 10,896 | $256K | 0.0% | +4.6% | 0.001% | |
7/15/2025 | Foster Victor Wealth Advisors LLC | 315,402 | $7.77M | 0.5% | +3.7% | 0.035% | |
7/15/2025 | Public Employees Retirement System of Ohio | 299,885 | $7.05M | 0.0% | -0.3% | 0.033% | |
7/15/2025 | Ballentine Partners LLC | 18,372 | $432K | 0.0% | +12.3% | 0.002% | |
7/15/2025 | Fifth Third Bancorp | 59,254 | $1.39M | 0.0% | -1.0% | 0.007% | |
7/15/2025 | MCF Advisors LLC | 1,092 | $26K | 0.0% | -42.0% | 0.000% | |
7/14/2025 | Argentarii LLC | 21,653 | $509K | 0.2% | +44.4% | 0.002% | |
7/14/2025 | AdvisorNet Financial Inc | 10,448 | $246K | 0.0% | -5.6% | 0.001% | |
7/14/2025 | GAMMA Investing LLC | 26,179 | $616K | 0.0% | +19.6% | 0.003% | |
7/14/2025 | Iams Wealth Management LLC | 11,363 | $267K | 0.1% | N/A | 0.001% | |
7/14/2025 | Park Avenue Securities LLC | 81,553 | $1.92M | 0.0% | +7.0% | 0.009% | |
7/14/2025 | Avanza Fonder AB | 57,845 | $1.36M | 0.0% | -25.0% | 0.006% | |
7/14/2025 | Sowell Financial Services LLC | 18,565 | $437K | 0.0% | +15.8% | 0.002% | |
7/11/2025 | Grant Private Wealth Management Inc | 13,349 | $314K | 0.2% | N/A | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 20,006 | $471K | 0.0% | +80.2% | 0.002% | |
7/11/2025 | Wedge Capital Management L L P NC | 1,680,417 | $39.52M | 0.7% | +2.9% | 0.187% | |
7/11/2025 | UMB Bank n.a. | 610,223 | $14.35M | 0.2% | -0.5% | 0.068% | |
7/11/2025 | My Legacy Advisors LLC | 32,785 | $814K | 0.3% | +15.8% | 0.004% | |
7/11/2025 | Financiere des Professionnels Fonds d investissement inc. | 7,674 | $180K | 0.0% | N/A | 0.001% | |
7/11/2025 | Diversified Trust Co | 38,687 | $910K | 0.0% | -1.4% | 0.004% | |
7/11/2025 | Assenagon Asset Management S.A. | 331,000 | $7.79M | 0.0% | +1,211.3% | 0.037% | |
7/11/2025 | International Private Wealth Advisors LLC | 16,764 | $394K | 0.3% | -3.1% | 0.002% | |
7/11/2025 | IFM Investors Pty Ltd | 191,731 | $4.51M | 0.0% | +6.4% | 0.021% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 19,574 | $485K | 0.0% | +3.2% | 0.002% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 263,612 | $6.54M | 0.0% | +8.1% | 0.029% | |
7/10/2025 | Swedbank AB | 804,972 | $18.93M | 0.0% | -11.8% | 0.090% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 161,033 | $3.79M | 0.0% | +2.2% | 0.018% | |
7/9/2025 | Sapient Capital LLC | 28,448 | $676K | 0.0% | -2.8% | 0.003% | |
7/9/2025 | Tounjian Advisory Partners LLC | 60,166 | $1.31M | 0.2% | -1.3% | 0.007% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 7,674 | $180K | 0.0% | N/A | 0.001% | |
7/9/2025 | Balefire LLC | 9,838 | $231K | 0.1% | N/A | 0.001% | |
7/9/2025 | Fiduciary Alliance LLC | 9,365 | $220K | 0.0% | N/A | 0.001% | |
7/9/2025 | Veracity Capital LLC | 11,102 | $261K | 0.1% | -9.7% | 0.001% | |
7/9/2025 | Czech National Bank | 219,730 | $5.17M | 0.0% | +5.2% | 0.024% | |
7/8/2025 | Arlington Trust Co LLC | 1,663 | $39K | 0.0% | -30.8% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 8,296 | $195K | 0.0% | +54.0% | 0.001% | |
7/3/2025 | TrueWealth Advisors LLC | 30,707 | $722K | 0.2% | +61.8% | 0.003% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 40,079 | $859K | 0.0% | N/A | 0.004% | |
6/23/2025 | Swedbank AB | 912,959 | $19.84M | 0.0% | -1.2% | 0.102% | |
6/18/2025 | Voya Investment Management LLC | 264,604 | $5.75M | 0.0% | -1.7% | 0.029% | |
6/16/2025 | Lynx Investment Advisory | 19,734 | $429K | 0.3% | -15.6% | 0.002% | |
6/3/2025 | Inspire Investing LLC | 14,529 | $316K | 0.0% | +32.4% | 0.002% | |
5/28/2025 | Strs Ohio | 309,083 | $6.72M | 0.0% | N/A | 0.034% | |
5/28/2025 | Intrua Financial LLC | 23,049 | $501K | 0.1% | N/A | 0.003% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,731 | $146K | 0.0% | +23.8% | 0.001% | |
5/21/2025 | IFM Investors Pty Ltd | 180,282 | $3.92M | 0.0% | +0.9% | 0.020% | |
5/20/2025 | Intech Investment Management LLC | 143,315 | $3.11M | 0.0% | -13.6% | 0.016% | |
Treasury Secretary Bessent Is Betting Big on Gold (Ad) When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal.
Now a veteran gold analyst believes Warren Buffett is preparing to follow suit… and he’s identified one gold miner big enough to absorb a portion of Buffett’s $330B cash pile. A key filing could confirm it by August 15th — and early investors may want to act now. Get the name and ticker in this private gold briefing |
5/20/2025 | Focus Partners Wealth | 23,801 | $517K | 0.0% | -21.9% | 0.003% | |
5/20/2025 | Glenview Trust co | 16,703 | $363K | 0.0% | -11.0% | 0.002% | |
5/19/2025 | SageView Advisory Group LLC | 21,983 | $478K | 0.0% | -6.0% | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 18,430 | $400K | 0.0% | +20.7% | 0.002% | |
5/19/2025 | Bayforest Capital Ltd | 1,224 | $27K | 0.0% | +637.3% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 13,223 | $291K | 0.0% | N/A | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 9,095,432 | $197.64M | 0.1% | -2.9% | 1.012% | |
5/16/2025 | Woodline Partners LP | 76,797 | $1.67M | 0.0% | +40.7% | 0.009% | |
5/16/2025 | Empowered Funds LLC | 19,152 | $416K | 0.0% | +7.2% | 0.002% | |
5/16/2025 | Logan Capital Management Inc. | 155,797 | $3.39M | 0.2% | +17.9% | 0.017% | |