7/15/2025 | North Star Investment Management Corp. | 7,256 | $756K | 0.1% | -7.6% | 0.002% | |
7/15/2025 | TD Private Client Wealth LLC | 30,316 | $3.16M | 0.1% | -3.9% | 0.009% | |
7/15/2025 | Mather Group LLC. | 2,203 | $230K | 0.0% | +32.5% | 0.001% | |
7/15/2025 | Public Employees Retirement System of Ohio | 106,551 | $11.10M | 0.0% | +9.4% | 0.033% | |
7/15/2025 | Ballentine Partners LLC | 5,901 | $615K | 0.0% | +3.5% | 0.002% | |
7/15/2025 | Charter Capital Management LLC DE | 9,043 | $942K | 0.6% | N/A | 0.003% | |
7/15/2025 | Norden Group LLC | 9,795 | $1.02M | 0.1% | -1.2% | 0.003% | |
7/15/2025 | Fifth Third Bancorp | 82,321 | $8.58M | 0.0% | -0.5% | 0.026% | |
7/15/2025 | Revisor Wealth Management LLC | 3,823 | $404K | 0.1% | N/A | 0.001% | |
7/14/2025 | Hoey Investments Inc. | 423 | $44K | 0.0% | N/A | 0.000% | |
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7/14/2025 | CHICAGO TRUST Co NA | 7,613 | $793K | 0.1% | +34.8% | 0.002% | |
7/14/2025 | Gries Financial LLC | 18,547 | $1.93M | 0.4% | +6.2% | 0.006% | |
7/14/2025 | Golden State Equity Partners | 3,676 | $383K | 0.1% | +6.5% | 0.001% | |
7/14/2025 | AdvisorNet Financial Inc | 3,736 | $389K | 0.0% | -5.2% | 0.001% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 11,325 | $1.18M | 0.2% | +0.9% | 0.004% | |
7/14/2025 | GAMMA Investing LLC | 18,992 | $1.98M | 0.1% | +12.9% | 0.006% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 30,018 | $3.13M | 0.1% | -3.2% | 0.009% | |
7/14/2025 | Financial Advisory Partners LLC | 4,767 | $497K | 0.2% | -4.0% | 0.001% | |
7/14/2025 | Park Avenue Securities LLC | 47,949 | $5.00M | 0.0% | -0.4% | 0.015% | |
7/14/2025 | Sowell Financial Services LLC | 2,804 | $292K | 0.0% | -5.8% | 0.001% | |
7/11/2025 | Annex Advisory Services LLC | 110,530 | $11.52M | 0.3% | +0.1% | 0.035% | |
7/11/2025 | Mitchell & Pahl Private Wealth LLC | 26,811 | $2.79M | 1.2% | +1.4% | 0.008% | |
7/11/2025 | Farther Finance Advisors LLC | 6,861 | $715K | 0.0% | -13.4% | 0.002% | |
7/11/2025 | Lantz Financial LLC | 27,410 | $2.86M | 0.7% | -1.0% | 0.009% | |
7/11/2025 | Thomasville National Bank | 187,065 | $19.49M | 1.3% | -1.7% | 0.059% | |
7/11/2025 | Phillips Wealth Planners LLC | 3,916 | $406K | 0.4% | -2.7% | 0.001% | |
7/11/2025 | Miller Howard Investments Inc. NY | 15,339 | $1.60M | 0.1% | +5.7% | 0.005% | |
7/11/2025 | Assenagon Asset Management S.A. | 197,250 | $20.55M | 0.0% | +28.2% | 0.062% | |
7/11/2025 | International Private Wealth Advisors LLC | 2,983 | $311K | 0.3% | -8.9% | 0.001% | |
7/11/2025 | IFM Investors Pty Ltd | 70,904 | $7.39M | 0.1% | +6.0% | 0.022% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 578 | $63K | 0.0% | N/A | 0.000% | |
7/10/2025 | Trust Point Inc. | 2,186 | $228K | 0.0% | +11.6% | 0.001% | |
7/10/2025 | Rockland Trust Co. | 112,778 | $11.75M | 0.6% | -2.3% | 0.035% | |
7/10/2025 | Sterling Investment Advisors LLC ADV | 3,110 | $324K | 0.1% | -4.7% | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 10,909 | $1.14M | 0.0% | +28.3% | 0.003% | |
7/10/2025 | Fulton Bank N.A. | 11,055 | $1.15M | 0.0% | -4.0% | 0.003% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 278,401 | $29.05M | 0.0% | +13.6% | 0.087% | |
7/10/2025 | Atticus Wealth Management LLC | 2,503 | $261K | 0.1% | +1,091.9% | 0.001% | |
7/10/2025 | Wedmont Private Capital | 3,209 | $334K | 0.0% | +30.9% | 0.001% | |
7/10/2025 | Baader Bank Aktiengesellschaft | 3,625 | $374K | 0.0% | +42.7% | 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 |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 44,289 | $4.62M | 0.0% | -0.3% | 0.014% | |
7/10/2025 | Focus Financial Network Inc. | 5,927 | $618K | 0.0% | +12.9% | 0.002% | |
7/9/2025 | PFW Advisors LLC | 10,952 | $1.14M | 0.4% | -4.0% | 0.003% | |
7/9/2025 | Tounjian Advisory Partners LLC | 13,146 | $1.43M | 0.3% | -1.2% | 0.004% | |
7/9/2025 | Gateway Investment Advisers LLC | 328,176 | $34.20M | 0.4% | +1.2% | 0.103% | |
7/9/2025 | Aaron Wealth Advisors LLC | 2,781 | $290K | 0.0% | +19.7% | 0.001% | |
7/9/2025 | Balefire LLC | 2,245 | $234K | 0.1% | N/A | 0.001% | |
7/9/2025 | Fiduciary Alliance LLC | 14,562 | $1.52M | 0.1% | +54.6% | 0.005% | |
7/9/2025 | First Bank & Trust | 2,950 | $307K | 0.1% | +50.9% | 0.001% | |
7/9/2025 | Bowman & Co S.C. | 2,614 | $272K | 0.1% | +30.4% | 0.001% | |
7/9/2025 | Czech National Bank | 78,007 | $8.13M | 0.1% | +6.9% | 0.024% | |
7/8/2025 | Ransom Advisory Ltd | 5,050 | $526K | 0.2% | -19.2% | 0.002% | |
7/8/2025 | Rise Advisors LLC | 372 | $39K | 0.0% | +151.4% | 0.000% | |
7/8/2025 | Legacy Private Trust Co. | 11,739 | $1.22M | 0.1% | -1.9% | 0.004% | |
7/8/2025 | Parallel Advisors LLC | 5,320 | $554K | 0.0% | +6.2% | 0.002% | |
7/7/2025 | Fox Hill Wealth Management | 16,378 | $1.71M | 0.9% | +2.8% | 0.005% | |
7/7/2025 | Wesbanco Bank Inc. | 8,940 | $932K | 0.0% | +4.5% | 0.003% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 50,021 | $5.21M | 0.7% | +50.2% | 0.016% | |
7/1/2025 | Confluence Investment Management LLC | 1,419,075 | $147.87M | 2.1% | -1.8% | 0.445% | |
6/18/2025 | Voya Investment Management LLC | 94,940 | $10.35M | 0.0% | +0.8% | 0.030% | |
6/17/2025 | Howe & Rusling Inc. | 2,123 | $231K | 0.0% | N/A | 0.001% | |
6/3/2025 | Inspire Investing LLC | 2,894 | $315K | 0.0% | +5.1% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 6,773 | $738K | 0.0% | +7.4% | 0.002% | |
5/29/2025 | Nova Wealth Management Inc. | 234 | $26K | 0.0% | N/A | 0.000% | |
5/28/2025 | Strs Ohio | 334,117 | $36.41M | 0.2% | N/A | 0.105% | |
5/27/2025 | Advisors Capital Management LLC | 4,852 | $529K | 0.0% | +3.8% | 0.002% | |
5/21/2025 | IFM Investors Pty Ltd | 66,890 | $7.29M | 0.1% | -22.7% | 0.021% | |
5/20/2025 | Belpointe Asset Management LLC | 29,885 | $3.26M | 0.2% | -19.3% | 0.009% | |
5/20/2025 | Intech Investment Management LLC | 22,549 | $2.46M | 0.0% | +7.8% | 0.007% | |
5/20/2025 | Focus Partners Wealth | 21,928 | $2.39M | 0.0% | -27.0% | 0.007% | |
5/20/2025 | Integrity Alliance LLC. | 6,318 | $689K | 0.0% | N/A | 0.002% | |
5/20/2025 | Ransom Advisory Ltd | 6,250 | $681K | 0.3% | N/A | 0.002% | |
5/20/2025 | Glenview Trust co | 2,453 | $267K | 0.0% | -17.6% | 0.001% | |
5/19/2025 | SageView Advisory Group LLC | 5,245 | $572K | 0.0% | -5.1% | 0.002% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 1,651,795 | $180.01M | 0.0% | -0.3% | 0.518% | |
5/16/2025 | Woodline Partners LP | 26,839 | $2.93M | 0.0% | +41.3% | 0.008% | |
5/16/2025 | Semmax Financial Advisors Inc. | 22,781 | $2.45M | 0.7% | -6.6% | 0.007% | |
5/16/2025 | Empowered Funds LLC | 16,698 | $1.82M | 0.0% | +16.9% | 0.005% | |
5/16/2025 | Faithward Advisors LLC | 4,794 | $522K | 0.1% | +2.9% | 0.002% | |
5/16/2025 | MBB Public Markets I LLC | 2,975 | $324K | 0.0% | N/A | 0.001% | |
5/16/2025 | Ascent Group LLC | 17,698 | $1.93M | 0.1% | +11.9% | 0.006% | |
5/16/2025 | United Services Automobile Association | 7,528 | $810K | 0.0% | N/A | 0.002% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 14,825 | $1.62M | 0.1% | +1.2% | 0.005% | |
5/16/2025 | Great Lakes Advisors LLC | 3,439 | $375K | 0.0% | -93.4% | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 41,253 | $4.50M | 0.2% | +2.7% | 0.013% | |
5/16/2025 | Goldman Sachs Group Inc. | 944,815 | $102.97M | 0.0% | -33.4% | 0.296% | |
5/16/2025 | Resources Management Corp CT ADV | 5,409 | $589K | 0.1% | -7.8% | 0.002% | |
5/16/2025 | Jones Financial Companies Lllp | 6,751 | $736K | 0.0% | -37.9% | 0.002% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 7,351 | $801K | 0.1% | -43.1% | 0.002% | |
5/16/2025 | USS Investment Management Ltd | 17,378 | $1.89M | 0.0% | -66.0% | 0.005% | |
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 |
5/16/2025 | UniSuper Management Pty Ltd | 29,834 | $3.25M | 0.0% | -3.8% | 0.009% | |
5/16/2025 | Resolution Capital Ltd | 13,647 | $1.49M | 0.0% | N/A | 0.004% | |
5/16/2025 | Plotkin Financial Advisors LLC | 2,042 | $223K | 0.1% | N/A | 0.001% | |
5/16/2025 | NFJ Investment Group LLC | 132,617 | $14.45M | 0.5% | -6.5% | 0.042% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 39,760 | $4.33M | 0.0% | +1.3% | 0.012% | |
5/16/2025 | NewEdge Advisors LLC | 53,634 | $5.85M | 0.0% | +2.6% | 0.017% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 59,051 | $6.44M | 0.0% | -6.0% | 0.019% | |
5/16/2025 | Integrated Wealth Concepts LLC | 15,644 | $1.71M | 0.0% | -8.1% | 0.005% | |
5/16/2025 | Eventide Asset Management LLC | 24,941 | $2.68M | 0.1% | +79.2% | 0.008% | |
5/16/2025 | Alliancebernstein L.P. | 384,298 | $41.88M | 0.0% | +10.3% | 0.120% | |