| 5/2/2025 | Hardy Reed LLC | 16,996 | $432K | 0.0% | -6.7% | 0.000% | |
| 5/2/2025 | Forum Financial Management LP | 108,375 | $2.75M | 0.0% | -6.0% | 0.002% | |
| 5/2/2025 | Bailard Inc. | 94,714 | $2.41M | 0.1% | -41.6% | 0.002% | |
| 5/2/2025 | Mayflower Financial Advisors LLC | 9,526 | $242K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Cable Hill Partners LLC | 11,648 | $303K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 435,539 | $11.06M | 0.2% | -3.8% | 0.007% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 27,300 | $703K | 0.1% | +3.7% | 0.000% | |
| 5/2/2025 | Sage Mountain Advisors LLC | 8,556 | $217K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 10,213 | $259K | 0.0% | -40.6% | 0.000% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 211,399 | $5.37M | 0.0% | +111.3% | 0.003% | |
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| 5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 21,680 | $551K | 0.0% | N/A | 0.000% | |
| 5/2/2025 | Signaturefd LLC | 146,475 | $3.72M | 0.1% | +1.8% | 0.002% | |
| 5/1/2025 | Bleakley Financial Group LLC | 16,978 | $431K | 0.0% | -4.7% | 0.000% | |
| 5/1/2025 | Prudent Man Advisors LLC | 8,385 | $213K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | LRI Investments LLC | 7,789 | $198K | 0.0% | -38.5% | 0.000% | |
| 5/1/2025 | Marks Group Wealth Management Inc | 71,738 | $1.82M | 0.2% | -5.6% | 0.001% | |
| 5/1/2025 | Secured Retirement Advisors LLC | 61,465 | $1.56M | 1.0% | -2.9% | 0.001% | |
| 5/1/2025 | CWM LLC | 302,716 | $7.69M | 0.0% | -4.9% | 0.005% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 40,306 | $1.02M | 0.1% | -10.7% | 0.001% | |
| 5/1/2025 | New York State Common Retirement Fund | 535,526 | $13.60M | 0.0% | -1.0% | 0.009% | |
| 5/1/2025 | Kathmere Capital Management LLC | 20,057 | $509K | 0.0% | +81.2% | 0.000% | |
| 5/1/2025 | Ballentine Partners LLC | 86,779 | $2.20M | 0.0% | +18.4% | 0.001% | |
| 5/1/2025 | Riversedge Advisors LLC | 9,321 | $237K | 0.1% | N/A | 0.000% | |
| 5/1/2025 | Blue Square Asset Management LLC | 143,151 | $3.64M | 2.0% | -1.7% | 0.002% | |
| 5/1/2025 | Diversify Wealth Management LLC | 63,491 | $1.64M | 0.1% | +6.5% | 0.001% | |
| 5/1/2025 | Xponance Inc. | 8,594 | $218K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Cerity Partners LLC | 662,158 | $16.81M | 0.0% | +153.3% | 0.011% | |
| 4/30/2025 | DMC Group LLC | 39,280 | $997K | 0.8% | +4.3% | 0.001% | |
| 4/30/2025 | Rock Point Advisors LLC | 493,185 | $12.52M | 3.9% | -21.1% | 0.008% | |
| 4/30/2025 | Twelve Points Wealth Management LLC | 23,345 | $593K | 0.2% | -1.7% | 0.000% | |
| 4/30/2025 | Greenleaf Trust | 74,511 | $1.89M | 0.0% | -22.5% | 0.001% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 27,483 | $698K | 0.0% | -5.7% | 0.000% | |
| 4/30/2025 | CapWealth Advisors LLC | 559,430 | $14.20M | 1.5% | +7.0% | 0.009% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 10,189 | $259K | 0.0% | -37.5% | 0.000% | |
| 4/30/2025 | M&T Bank Corp | 324,389 | $8.24M | 0.0% | -14.7% | 0.005% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 10,493 | $266K | 0.0% | -9.6% | 0.000% | |
| 4/30/2025 | May Hill Capital LLC | 20,156 | $512K | 0.2% | +7.7% | 0.000% | |
| 4/30/2025 | Brown Advisory Inc. | 37,659 | $956K | 0.0% | +4.5% | 0.001% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 291,599 | $7.40M | 0.9% | -5.0% | 0.005% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 41,005 | $1.04M | 0.2% | +4.8% | 0.001% | |
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 |
| 4/30/2025 | Crossmark Global Holdings Inc. | 530,052 | $13.46M | 0.2% | +0.2% | 0.009% | |
| 4/29/2025 | U.S. Capital Wealth Advisors LLC | 14,812 | $376K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Financial Counselors Inc. | 12,527 | $318K | 0.0% | +16.2% | 0.000% | |
| 4/29/2025 | Callan Capital LLC | 57,549 | $1.46M | 0.1% | +19.5% | 0.001% | |
| 4/29/2025 | TD Private Client Wealth LLC | 73,379 | $1.86M | 0.1% | +3.0% | 0.001% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 6,342,023 | $161.02M | 0.1% | -11.2% | 0.105% | |
| 4/29/2025 | Hexagon Capital Partners LLC | 5,333 | $135K | 0.0% | +9.0% | 0.000% | |
| 4/29/2025 | Traveka Wealth LLC | 14,266 | $362K | 0.2% | +4.4% | 0.000% | |
| 4/29/2025 | Minneapolis Portfolio Management Group LLC | 1,601,019 | $40.65M | 5.6% | -2.0% | 0.026% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 8,067 | $205K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Bank of New York Mellon Corp | 650,189 | $16.51M | 0.0% | -19.3% | 0.011% | |
| 4/29/2025 | World Investment Advisors | 9,753 | $248K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Wayfinding Financial LLC | 3,616 | $91K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 12,977 | $329K | 0.0% | +3.1% | 0.000% | |
| 4/29/2025 | Timber Creek Capital Management LLC | 213,214 | $5.41M | 1.4% | -0.3% | 0.004% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 2,957 | $75K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 32,354 | $821K | 0.0% | -3.1% | 0.001% | |
| 4/29/2025 | 44 Wealth Management LLC | 69,350 | $1.76M | 0.7% | +2.7% | 0.001% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 29,864 | $758K | 0.0% | +6.3% | 0.000% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 12,133 | $308K | 0.0% | N/A | 0.000% | |
| 4/28/2025 | First Horizon Advisors Inc. | 21,845 | $555K | 0.0% | -5.1% | 0.000% | |
| 4/28/2025 | Moody Lynn & Lieberson LLC | 59,227 | $1.50M | 0.1% | N/A | 0.001% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 52,571 | $1.34M | 0.2% | +4.7% | 0.001% | |
| 4/28/2025 | WCM Investment Management LLC | 137,675 | $3.45M | 0.0% | +34.6% | 0.002% | |
| 4/28/2025 | Fedenia Advisers LLC | 23,410 | $594K | 0.4% | +15.7% | 0.000% | |
| 4/28/2025 | Keybank National Association OH | 106,778 | $2.71M | 0.0% | +1.8% | 0.002% | |
| 4/28/2025 | Pictet North America Advisors SA | 1,315,537 | $33.40M | 3.3% | +24.4% | 0.022% | |
| 4/28/2025 | Rossby Financial LCC | 18,412 | $460K | 0.2% | N/A | 0.000% | |
| 4/28/2025 | DAVENPORT & Co LLC | 191,924 | $4.87M | 0.0% | -17.3% | 0.003% | |
| 4/28/2025 | Vontobel Holding Ltd. | 83,415 | $2.12M | 0.0% | -9.2% | 0.001% | |
| 4/25/2025 | Naviter Wealth LLC | 138,840 | $3.48M | 0.4% | +0.4% | 0.002% | |
| 4/25/2025 | Little House Capital LLC | 68,063 | $1.73M | 0.5% | N/A | 0.001% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 726,743 | $18.45M | 0.0% | -9.5% | 0.012% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 47,482 | $1.18M | 0.0% | +5.4% | 0.001% | |
| 4/24/2025 | Highland Capital Management LLC | 202,475 | $5.14M | 0.3% | -5.6% | 0.003% | |
| 4/24/2025 | BSW Wealth Partners | 26,662 | $677K | 0.1% | +87.0% | 0.000% | |
| 4/24/2025 | Philip James Wealth Mangement LLC | 14,997 | $381K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 1,231 | $31K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Park Place Capital Corp | 8,158 | $207K | 0.1% | -7.9% | 0.000% | |
| 4/24/2025 | PDS Planning Inc | 31,692 | $805K | 0.1% | +9.7% | 0.001% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 9,874 | $251K | 0.2% | N/A | 0.000% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 113,092 | $2.87M | 0.0% | +35.3% | 0.002% | |
| 4/23/2025 | Perigon Wealth Management LLC | 14,376 | $365K | 0.0% | -7.2% | 0.000% | |
| 4/23/2025 | Alpine Bank Wealth Management | 2,350 | $60K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 25,945 | $659K | 0.0% | -3.3% | 0.000% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 2,391 | $61K | 0.0% | -17.1% | 0.000% | |
| 4/23/2025 | Golden State Wealth Management LLC | 4,964 | $126K | 0.0% | +100.0% | 0.000% | |
| 4/23/2025 | Spire Wealth Management | 4,875 | $124K | 0.0% | -15.1% | 0.000% | |
| 4/23/2025 | JCIC Asset Management Inc. | 153,410 | $3.90M | 1.6% | -1.6% | 0.003% | |
| 4/23/2025 | Strategic Investment Advisors MI | 12,533 | $318K | 0.0% | -7.6% | 0.000% | |
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 |
| 4/23/2025 | Scharf Investments LLC | 103,275 | $2.62M | 0.1% | -1.1% | 0.002% | |
| 4/23/2025 | Figure 8 Investment Strategies LLC | 104,768 | $2.66M | 2.8% | +7.7% | 0.002% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 455,264 | $11.56M | 0.1% | -6.0% | 0.008% | |
| 4/22/2025 | Stiles Financial Services Inc | 66,090 | $1.68M | 0.6% | -17.6% | 0.001% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 25,015 | $635K | 0.0% | -3.4% | 0.000% | |
| 4/22/2025 | Live Oak Private Wealth LLC | 449,122 | $11.40M | 1.8% | +11.5% | 0.007% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 123,262 | $3.13M | 0.0% | -2.1% | 0.002% | |
| 4/22/2025 | Avantra Family Wealth Inc. | 32,646 | $829K | 0.8% | +45.2% | 0.001% | |
| 4/22/2025 | Garde Capital Inc. | 3,525 | $90K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | Stonegate Investment Group LLC | 16,898 | $429K | 0.0% | +2.6% | 0.000% | |
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