7/11/2025 | Quad Cities Investment Group LLC | 13,600 | $588K | 0.3% | +5.6% | 0.000% | |
7/11/2025 | Vanguard Capital Wealth Advisors | 6,539 | $283K | 0.3% | +14.6% | 0.000% | |
7/11/2025 | Annex Advisory Services LLC | 93,421 | $4.04M | 0.1% | -1.2% | 0.002% | |
7/11/2025 | Wealth Management Partners LLC | 12,177 | $521K | 0.2% | +8.8% | 0.000% | |
7/11/2025 | Mitchell & Pahl Private Wealth LLC | 56,807 | $2.46M | 1.1% | +2.0% | 0.001% | |
7/11/2025 | Sprinkle Financial Consultants LLC | 18,941 | $820K | 0.5% | +14.8% | 0.000% | |
7/11/2025 | Baugh & Associates LLC | 121,771 | $4.86M | 2.5% | -4.5% | 0.003% | |
7/11/2025 | Coastwise Capital Group LLC | 52,532 | $2.27M | 1.8% | -5.6% | 0.001% | |
7/11/2025 | BTC Capital Management Inc. | 47,598 | $2.03M | 0.2% | +10.6% | 0.001% | |
7/11/2025 | Orrstown Financial Services Inc. | 12,392 | $536K | 0.1% | +28.1% | 0.000% | |
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7/11/2025 | First PREMIER Bank | 14,026 | $607K | 0.1% | -1.8% | 0.000% | |
7/11/2025 | Grant Private Wealth Management Inc | 118,074 | $5.11M | 2.9% | +479.2% | 0.003% | |
7/11/2025 | Capital Advantage Inc. | 11,601 | $502K | 0.1% | +2.7% | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 119,423 | $5.17M | 0.1% | +50.9% | 0.003% | |
7/11/2025 | Wedge Capital Management L L P NC | 366,682 | $15.87M | 0.3% | +21.9% | 0.009% | |
7/11/2025 | Silver Oak Securities Incorporated | 23,116 | $1M | 0.1% | +5.0% | 0.001% | |
7/11/2025 | CX Institutional | 25,314 | $1.10M | 0.0% | +1.8% | 0.001% | |
7/11/2025 | UMB Bank n.a. | 99,136 | $4.29M | 0.1% | -6.4% | 0.002% | |
7/11/2025 | AFG Fiduciary Services Limited Partnership | 4,645 | $203K | 0.1% | -11.9% | 0.000% | |
7/11/2025 | Adirondack Trust Co. | 24,461 | $1.06M | 0.4% | +3.2% | 0.001% | |
7/11/2025 | Weatherly Asset Management L. P. | 74,221 | $3.21M | 0.3% | -4.2% | 0.002% | |
7/11/2025 | WealthBridge Investment Counsel Inc. | 132,510 | $5.73M | 1.9% | +0.5% | 0.003% | |
7/11/2025 | Butensky & Cohen Financial Security Inc. | 109,294 | $4.73M | 1.4% | +3.1% | 0.003% | |
7/11/2025 | BDF Gestion | 185,572 | $8.03M | 0.9% | -9.8% | 0.004% | |
7/11/2025 | Pinnacle Bancorp Inc. | 12,470 | $540K | 0.2% | -6.7% | 0.000% | |
7/11/2025 | Wright Investors Service Inc. | 21,255 | $920K | 0.3% | +1.2% | 0.001% | |
7/11/2025 | Bridge Creek Capital Management LLC | 87,364 | $3.78M | 1.1% | +1.7% | 0.002% | |
7/11/2025 | My Legacy Advisors LLC | 25,793 | $1.08M | 0.4% | +2.6% | 0.001% | |
7/11/2025 | Lantz Financial LLC | 14,700 | $636K | 0.2% | +4.3% | 0.000% | |
7/11/2025 | Thomasville National Bank | 85,147 | $3.68M | 0.3% | -5.7% | 0.002% | |
7/11/2025 | Viking Fund Management LLC | 236,000 | $10.21M | 1.4% | +9.3% | 0.006% | |
7/11/2025 | Spring Capital Management LLC | 85,037 | $3.68M | 1.9% | -0.7% | 0.002% | |
7/11/2025 | LongView Wealth Management | 5,786 | $250K | 0.1% | -28.1% | 0.000% | |
7/11/2025 | Essex Savings Bank | 15,328 | $663K | 0.2% | -1.9% | 0.000% | |
7/11/2025 | Phillips Wealth Planners LLC | 14,140 | $609K | 0.6% | +2.7% | 0.000% | |
7/11/2025 | Miller Howard Investments Inc. NY | 1,389,297 | $60.12M | 1.9% | +0.6% | 0.033% | |
7/11/2025 | Diversified Trust Co | 110,071 | $4.76M | 0.1% | +2.5% | 0.003% | |
7/11/2025 | Assenagon Asset Management S.A. | 368,799 | $15.96M | 0.0% | -61.4% | 0.009% | |
7/11/2025 | Bell Bank | 249,761 | $10.81M | 0.5% | +29.0% | 0.006% | |
7/11/2025 | Perpetual Ltd | 48,921 | $2.12M | 0.0% | -39.7% | 0.001% | |
Google did what!?!? (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 |
7/11/2025 | International Private Wealth Advisors LLC | 11,886 | $514K | 0.4% | -2.1% | 0.000% | |
7/11/2025 | Luts & Greenleigh Group Inc. | 5,770 | $250K | 0.2% | -5.1% | 0.000% | |
7/11/2025 | Kapstone Financial Advisors LLC | 7,030 | $304K | 0.2% | -4.3% | 0.000% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 43,676 | $1.89M | 0.2% | -2.7% | 0.001% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 365,215 | $14.56M | 0.0% | N/A | 0.009% | |
7/11/2025 | IFM Investors Pty Ltd | 850,639 | $36.81M | 0.4% | +2.9% | 0.020% | |
7/11/2025 | Grove Bank & Trust | 9,306 | $403K | 0.1% | -6.2% | 0.000% | |
7/10/2025 | Perkins Coie Trust Co | 2,703 | $117K | 0.0% | -9.3% | 0.000% | |
7/10/2025 | Sky Investment Group LLC | 46,419 | $2.01M | 0.4% | -2.3% | 0.001% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 2,591 | $118K | 0.0% | N/A | 0.000% | |
7/10/2025 | Triangle Securities Wealth Management | 7,243 | $313K | 0.1% | -16.2% | 0.000% | |
7/10/2025 | Piscataqua Savings Bank | 7,897 | $342K | 0.3% | -3.0% | 0.000% | |
7/10/2025 | Charter Oak Capital Management LLC | 7,662 | $332K | 0.0% | +10.0% | 0.000% | |
7/10/2025 | Trust Point Inc. | 35,781 | $1.55M | 0.1% | +1.7% | 0.001% | |
7/10/2025 | Selective Wealth Management Inc. | 5,642 | $240K | 0.1% | -10.0% | 0.000% | |
7/10/2025 | Burns J W & Co. Inc. NY | 38,714 | $1.68M | 0.2% | -1.6% | 0.001% | |
7/10/2025 | Moody National Bank Trust Division | 26,987 | $1.17M | 0.1% | +9.2% | 0.001% | |
7/10/2025 | YHB Investment Advisors Inc. | 4,691 | $202K | 0.0% | -10.2% | 0.000% | |
7/10/2025 | Global Financial Private Client LLC | 10,574 | $458K | 0.2% | +574.4% | 0.000% | |
7/10/2025 | HF Advisory Group LLC | 97,912 | $4.24M | 1.7% | +8.9% | 0.002% | |
7/10/2025 | Rockland Trust Co. | 431,757 | $18.68M | 0.9% | +0.3% | 0.010% | |
7/10/2025 | ARS Wealth Advisors Group LLC | 412,247 | $17.84M | 2.1% | +2.9% | 0.010% | |
7/10/2025 | Contravisory Investment Management Inc. | 21,123 | $914K | 0.2% | +9.7% | 0.001% | |
7/10/2025 | Mogy Joel R Investment Counsel Inc. | 8,181 | $354K | 0.0% | +3.5% | 0.000% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 395,978 | $17.13M | 0.3% | -3.2% | 0.009% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 16,139 | $698K | 0.2% | -5.4% | 0.000% | |
7/10/2025 | Exchange Traded Concepts LLC | 906,832 | $39.24M | 0.5% | -0.7% | 0.022% | |
7/10/2025 | Bigelow Investment Advisors LLC | 14,086 | $610K | 0.3% | +4.6% | 0.000% | |
7/10/2025 | Fulton Bank N.A. | 159,306 | $6.89M | 0.3% | -4.8% | 0.004% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 831,251 | $36.20M | 1.0% | +0.4% | 0.020% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,780,886 | $77.56M | 0.1% | +8.5% | 0.042% | |
7/10/2025 | Atticus Wealth Management LLC | 9,448 | $409K | 0.1% | +3,399.3% | 0.000% | |
7/10/2025 | Bath Savings Trust Co | 27,485 | $1.19M | 0.1% | +2.2% | 0.001% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 57,972 | $2.51M | 0.9% | +26.4% | 0.001% | |
7/10/2025 | Mn Services Vermogensbeheer B.V. | 1,577,600 | $68.26M | 0.5% | +2.0% | 0.037% | |
7/10/2025 | Wedmont Private Capital | 33,400 | $1.42M | 0.1% | +8.1% | 0.001% | |
7/10/2025 | Tompkins Financial Corp | 25,680 | $1.11M | 0.1% | -12.6% | 0.001% | |
7/10/2025 | Swedbank AB | 6,830,479 | $295.56M | 0.3% | +59.2% | 0.162% | |
7/10/2025 | Secure Asset Management LLC | 22,709 | $983K | 0.2% | +18.0% | 0.001% | |
7/10/2025 | Baader Bank Aktiengesellschaft | 11,503 | $458K | 0.0% | +45.8% | 0.000% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 3,968 | $172K | 0.1% | -20.4% | 0.000% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 841,828 | $36.43M | 0.3% | +4.2% | 0.020% | |
7/10/2025 | KMG Fiduciary Partners LLC | 93,424 | $4.04M | 0.3% | -4.6% | 0.002% | |
7/10/2025 | Signal Advisors Wealth LLC | 13,908 | $602K | 0.0% | +115.8% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 31,912 | $1.38M | 0.1% | +5.6% | 0.001% | |
7/10/2025 | Sovran Advisors LLC | 15,787 | $680K | 0.1% | -17.7% | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 117,036 | $5.06M | 0.2% | -3.2% | 0.003% | |
7/9/2025 | Gilman Hill Asset Management LLC | 279,861 | $12.11M | 2.0% | -8.4% | 0.007% | |
7/9/2025 | Radnor Capital Management LLC | 56,111 | $2.43M | 0.4% | +0.7% | 0.001% | |
7/9/2025 | Sunpointe LLC | 10,315 | $446K | 0.2% | -3.7% | 0.000% | |
Google did what!?!? (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 |
7/9/2025 | Procyon Advisors LLC | 41,971 | $1.82M | 0.2% | -20.2% | 0.001% | |
7/9/2025 | Pallas Capital Advisors LLC | 89,182 | $3.86M | 0.1% | +0.7% | 0.002% | |
7/9/2025 | Tounjian Advisory Partners LLC | 45,388 | $2.06M | 0.4% | -1.4% | 0.001% | |
7/9/2025 | Mirador Capital Partners LP | 27,156 | $1.18M | 0.2% | +4.9% | 0.001% | |
7/9/2025 | Gateway Investment Advisers LLC | 239,860 | $10.38M | 0.1% | -70.3% | 0.006% | |
7/9/2025 | Goelzer Investment Management Inc. | 190,087 | $8.23M | 0.5% | +0.9% | 0.005% | |
7/9/2025 | Aaron Wealth Advisors LLC | 25,147 | $1.09M | 0.1% | +8.1% | 0.001% | |
7/9/2025 | Financiere des Professionnels Fonds d investissement inc. | 43,737 | $1.89M | 0.1% | N/A | 0.001% | |
7/9/2025 | Breakwater Capital Group | 16,330 | $707K | 0.1% | +10.1% | 0.000% | |
7/9/2025 | Hardin Capital Partners LLC | 8,415 | $368K | 0.2% | -8.1% | 0.000% | |