5/1/2025 | Xponance Inc. | 1,578 | $424K | 0.0% | +4.7% | 0.000% | |
5/1/2025 | Sage Rhino Capital LLC | 3,401 | $913K | 0.2% | -2.6% | 0.000% | |
4/30/2025 | Genus Capital Management Inc. | 4,433 | $1.19M | 0.2% | N/A | 0.000% | |
4/30/2025 | Mar Vista Investment Partners LLC | 179,355 | $48.15M | 4.0% | -13.4% | 0.015% | |
4/30/2025 | Cerity Partners LLC | 87,230 | $23.42M | 0.0% | +20.2% | 0.007% | |
4/30/2025 | DMC Group LLC | 6,267 | $1.68M | 1.4% | -2.3% | 0.001% | |
4/30/2025 | Alps Advisors Inc. | 3,262 | $876K | 0.0% | -11.9% | 0.000% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 13,707 | $3.68M | 0.5% | -9.5% | 0.001% | |
4/30/2025 | Rock Point Advisors LLC | 20,468 | $5.49M | 1.7% | -17.8% | 0.002% | |
4/30/2025 | Main Street Research LLC | 119,768 | $32.15M | 2.1% | N/A | 0.010% | |
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4/30/2025 | Nisa Investment Advisors LLC | 400 | $107K | 0.0% | N/A | 0.000% | |
4/30/2025 | Axxcess Wealth Management LLC | 3,573 | $959K | 0.0% | -48.3% | 0.000% | |
4/30/2025 | Cornerstone Planning Group LLC | 194 | $53K | 0.0% | +108.6% | 0.000% | |
4/30/2025 | Principal Securities Inc. | 8,825 | $2.17M | 0.0% | +0.5% | 0.001% | |
4/30/2025 | Greenleaf Trust | 5,167 | $1.39M | 0.0% | +2.5% | 0.000% | |
4/30/2025 | Personal CFO Solutions LLC | 8,357 | $2.24M | 0.5% | -10.3% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 3,170 | $851K | 0.0% | +16.3% | 0.000% | |
4/30/2025 | M&T Bank Corp | 51,268 | $13.76M | 0.1% | -4.4% | 0.004% | |
4/30/2025 | Stratos Wealth Partners LTD. | 2,848 | $765K | 0.0% | -13.1% | 0.000% | |
4/30/2025 | Stratos Wealth Advisors LLC | 972 | $261K | 0.0% | N/A | 0.000% | |
4/30/2025 | May Hill Capital LLC | 2,162 | $580K | 0.2% | +41.3% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 1,529 | $410K | 0.0% | +34.2% | 0.000% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 17,900 | $4.81M | 0.4% | +4.7% | 0.001% | |
4/30/2025 | Harbour Investment Management LLC | 7,099 | $1.91M | 0.9% | -13.0% | 0.001% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 1,098 | $295K | 0.1% | -3.2% | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 84,544 | $22.70M | 0.4% | +0.6% | 0.007% | |
4/29/2025 | Centennial Bank AR | 1,050 | $282K | 0.1% | -3.4% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 2,433 | $653K | 0.0% | +18.0% | 0.000% | |
4/29/2025 | Callan Capital LLC | 5,609 | $1.51M | 0.1% | +8.2% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 1,900 | $510K | 0.0% | -12.0% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,010,018 | $271.13M | 0.1% | -13.8% | 0.082% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 1,601 | $430K | 0.0% | N/A | 0.000% | |
4/29/2025 | Cloud Capital Management LLC | 618 | $165K | 0.1% | N/A | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,241 | $870K | 0.0% | +124.8% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 292,991 | $78.65M | 0.0% | -15.9% | 0.024% | |
4/29/2025 | World Investment Advisors | 2,300 | $617K | 0.0% | +30.5% | 0.000% | |
4/29/2025 | Generali Investments CEE investicni spolecnost a.s. | 36,024 | $9.65M | 0.9% | N/A | 0.003% | |
4/29/2025 | Wayfinding Financial LLC | 392 | $105K | 0.0% | N/A | 0.000% | |
4/29/2025 | Olde Wealth Management LLC | 300 | $80K | 0.0% | N/A | 0.000% | |
4/29/2025 | Capital Investment Advisory Services LLC | 993 | $267K | 0.0% | -16.9% | 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.
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4/29/2025 | Timber Creek Capital Management LLC | 27,609 | $7.41M | 2.0% | -12.3% | 0.002% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 299 | $80K | 0.0% | -34.4% | 0.000% | |
4/29/2025 | GF Fund Management CO. LTD. | 16,977 | $4.56M | 0.1% | N/A | 0.001% | |
4/29/2025 | OneDigital Investment Advisors LLC | 4,849 | $1.30M | 0.0% | -4.2% | 0.000% | |
4/29/2025 | 44 Wealth Management LLC | 1,482 | $398K | 0.1% | -7.9% | 0.000% | |
4/29/2025 | Calamos Wealth Management LLC | 17,045 | $4.58M | 0.2% | +42.6% | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 6,296 | $1.69M | 0.1% | +8.0% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 2,683 | $720K | 0.0% | +4.3% | 0.000% | |
4/28/2025 | Principal Financial Group Inc. | 394,994 | $106.03M | 0.1% | -23.9% | 0.032% | |
4/28/2025 | Mutual Advisors LLC | 889 | $247K | 0.0% | N/A | 0.000% | |
4/28/2025 | Gutierrez Wealth Advisory LLC | 830 | $223K | 0.2% | -6.0% | 0.000% | |
4/28/2025 | Resonant Capital Advisors LLC | 1,860 | $499K | 0.0% | +16.3% | 0.000% | |
4/28/2025 | Capital Investment Counsel Inc | 24,085 | $6.47M | 1.0% | +6.5% | 0.002% | |
4/28/2025 | Private Trust Co. NA | 1,331 | $357K | 0.0% | -5.3% | 0.000% | |
4/28/2025 | Moody Lynn & Lieberson LLC | 19,205 | $5.16M | 0.3% | -0.8% | 0.002% | |
4/28/2025 | Aaron Wealth Advisors LLC | 8,914 | $2.39M | 0.3% | +3.5% | 0.001% | |
4/28/2025 | FSM Wealth Advisors LLC | 1,893 | $508K | 0.1% | +13.2% | 0.000% | |
4/28/2025 | WCM Investment Management LLC | 1,229,086 | $329.40M | 0.8% | +5.5% | 0.100% | |
4/28/2025 | Keybank National Association OH | 13,830 | $3.71M | 0.0% | +1.9% | 0.001% | |
4/28/2025 | DAVENPORT & Co LLC | 11,874 | $3.19M | 0.0% | -1.9% | 0.001% | |
4/28/2025 | Lansing Street Advisors | 1,315 | $353K | 0.1% | +34.3% | 0.000% | |
4/28/2025 | Cidel Asset Management Inc. | 105,633 | $28.36M | 1.9% | -1.5% | 0.009% | |
4/28/2025 | WT Asset Management Ltd | 131,233 | $35.23M | 4.1% | +87.2% | 0.011% | |
4/28/2025 | Vontobel Holding Ltd. | 2,350 | $631K | 0.0% | -58.0% | 0.000% | |
4/25/2025 | Mather Group LLC. | 2,040 | $548K | 0.0% | +4.6% | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 1,123 | $301K | 0.0% | +6.9% | 0.000% | |
4/25/2025 | Shilanski & Associates Inc. | 1,055 | $283K | 0.1% | -8.8% | 0.000% | |
4/25/2025 | Naviter Wealth LLC | 21,769 | $5.83M | 0.7% | +1.9% | 0.002% | |
4/25/2025 | Sovran Advisors LLC | 1,032 | $266K | 0.0% | N/A | 0.000% | |
4/25/2025 | Joel Isaacson & Co. LLC | 1,708 | $458K | 0.0% | +59.0% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 61,549 | $16.64M | 0.0% | +13.7% | 0.005% | |
4/24/2025 | Highland Capital Management LLC | 15,535 | $4.17M | 0.2% | -7.3% | 0.001% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 16,643 | $4.47M | 0.0% | N/A | 0.001% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 96 | $26K | 0.0% | +585.7% | 0.000% | |
4/24/2025 | Transcend Capital Advisors LLC | 933 | $250K | 0.0% | -4.1% | 0.000% | |
4/24/2025 | Diversified Trust Co | 1,763 | $473K | 0.0% | +20.4% | 0.000% | |
4/24/2025 | PDS Planning Inc | 4,531 | $1.22M | 0.1% | +9.8% | 0.000% | |
4/23/2025 | GenTrust LLC | 761 | $204K | 0.0% | N/A | 0.000% | |
4/23/2025 | Cottonwood Capital Advisors LLC | 754 | $202K | 0.1% | N/A | 0.000% | |
4/23/2025 | Western Wealth Management LLC | 2,076 | $557K | 0.0% | -5.9% | 0.000% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 109 | $29K | 0.0% | +153.5% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 12,041 | $3.23M | 0.0% | +6.7% | 0.001% | |
4/23/2025 | Value Partners Investments Inc. | 39,528 | $10.62M | 0.9% | +1,174.7% | 0.003% | |
4/23/2025 | Pure Financial Advisors LLC | 1,699 | $456K | 0.0% | +56.0% | 0.000% | |
4/23/2025 | Phillips Wealth Planners LLC | 1,344 | $348K | 0.4% | -4.1% | 0.000% | |
4/23/2025 | Perigon Wealth Management LLC | 3,873 | $1.04M | 0.0% | +50.8% | 0.000% | |
4/23/2025 | Alpine Bank Wealth Management | 232 | $62K | 0.0% | N/A | 0.000% | |
4/23/2025 | Arlington Partners LLC | 15,861 | $4.26M | 1.7% | -9.8% | 0.001% | |
4/23/2025 | HBK Sorce Advisory LLC | 2,482 | $666K | 0.0% | +8.9% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 15,128 | $4.06M | 0.0% | +8.3% | 0.001% | |
Donald Trump is about to free crypto from its chains … (Ad) Sure enough, Bitcoin took off on the exact day Juan said it would.
It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .…
Now Juan believes it could hit $150,000 … or higher in 2025. There's another coin he thinks could do even better. |
4/23/2025 | Spire Wealth Management | 1,590 | $427K | 0.0% | -5.2% | 0.000% | |
4/23/2025 | JCIC Asset Management Inc. | 10,400 | $2.79M | 1.2% | +5,023.2% | 0.001% | |
4/23/2025 | Golden State Equity Partners | 1,791 | $481K | 0.1% | -23.8% | 0.000% | |
4/23/2025 | Moran Wealth Management LLC | 18,627 | $5M | 0.2% | -7.0% | 0.002% | |
4/23/2025 | International Assets Investment Management LLC | 798 | $214K | 0.0% | N/A | 0.000% | |
4/23/2025 | Bluesphere Advisors LLC | 771 | $207K | 0.1% | N/A | 0.000% | |
4/23/2025 | Community Financial Services Group LLC | 1,176 | $316K | 0.1% | -31.0% | 0.000% | |
4/23/2025 | YHB Investment Advisors Inc. | 2,692 | $723K | 0.1% | -28.4% | 0.000% | |
4/23/2025 | E Fund Management Hong Kong Co. Ltd. | 198 | $53K | 0.0% | N/A | 0.000% | |
4/23/2025 | Oppenheimer & Co. Inc. | 1,517 | $407K | 0.0% | +58.8% | 0.000% | |