| 7/1/2026 | Noble Wealth Management PBC | 64,921 | $658K | 0.3% | -7.8% | 0.000% | |
| 6/3/2026 | NewEdge Advisors LLC | 169,154 | $1.78M | 0.0% | -5.9% | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 3,750 | $39K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | NewEdge Advisors LLC | 169,154 | $1.78M | 0.0% | -5.9% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 3,827,535 | $40.23M | 0.0% | +6.7% | 0.000% | |
| 5/16/2026 | Saba Capital Management L.P. | 1,743,054 | $18.32M | 0.5% | +23.1% | 0.000% | |
| 5/12/2026 | Quantedge Capital Pte Ltd | 26,861 | $282K | 0.2% | +29.4% | 0.000% | |
| 5/5/2026 | Sanctuary Advisors LLC | 96,590 | $1.02M | 0.0% | +8.9% | 0.000% | |
| 5/4/2026 | Calamos Advisors LLC | 81,989 | $862K | 0.0% | +13.5% | 0.000% | |
| 5/1/2026 | Fifth Third Bancorp | 7,610 | $80K | 0.0% | N/A | 0.000% | |
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| 4/28/2026 | Astoria Portfolio Advisors LLC. | 15,725 | $157K | 0.0% | -7.5% | 0.000% | |
| 4/16/2026 | Evolve Private Wealth LLC | 20,215 | $212K | 0.0% | +92.5% | 0.000% | |
| 4/16/2026 | Uhlmann Price Securities LLC | 239,902 | $2.52M | 0.2% | +2.9% | 0.000% | |
| 3/23/2026 | J. Derek Lewis & Associates Inc. | 21,421 | $182K | 0.0% | N/A | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 56,205 | $478K | 0.0% | +56.1% | 0.000% | |
| 2/19/2026 | Invesco Ltd. | 229,887 | $1.95M | 0.0% | +62.3% | 0.000% | |
| 2/18/2026 | NewEdge Advisors LLC | 179,828 | $1.53M | 0.0% | +2.4% | 0.000% | |
| 2/18/2026 | Saba Capital Management L.P. | 1,416,482 | $12.04M | 0.4% | +205.3% | 0.000% | |
| 2/18/2026 | Evolve Private Wealth LLC | 10,500 | $89K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 47,570 | $404K | 0.0% | -6.4% | 0.000% | |
| 2/17/2026 | Quantedge Capital Pte Ltd | 20,761 | $176K | 0.1% | N/A | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 119,284 | $1.01M | 0.0% | +2.4% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 26,646 | $226K | 0.0% | +23.3% | 0.000% | |
| 2/16/2026 | Focus Partners Wealth | 270,370 | $2.30M | 0.0% | +1,070.6% | 0.000% | |
| 2/13/2026 | OpenArc Corporate Advisory LLC | 34,146 | $290K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 110,406 | $938K | 0.0% | +18.4% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 853,025 | $7.25M | 0.1% | -14.8% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 11,741 | $100K | 0.0% | -26.3% | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 41,177 | $350K | 0.0% | +110.9% | 0.000% | |
| 2/12/2026 | Private Management Group Inc. | 750,577 | $6.38M | 0.2% | -6.7% | 0.000% | |
| 2/11/2026 | Monetary Management Group Inc. | 7,000 | $60K | 0.0% | +27.3% | 0.000% | |
| 2/11/2026 | LPL Financial LLC | 126,112 | $1.07M | 0.0% | +1.6% | 0.000% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 118,163 | $1.00M | 0.6% | N/A | 0.000% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 14,762 | $125K | 0.0% | +8.1% | 0.000% | |
| 2/6/2026 | HighTower Advisors LLC | 42,019 | $357K | 0.0% | -8.1% | 0.000% | |
| 2/5/2026 | Soltis Investment Advisors LLC | 18,013 | $153K | 0.0% | N/A | 0.000% | |
| 2/5/2026 | Cornerstone Wealth Management LLC | 111,311 | $946K | 0.0% | +3.3% | 0.000% | |
| 2/4/2026 | Ballast Rock Private Wealth LLC | 28,000 | $238K | 0.1% | N/A | 0.000% | |
| 2/2/2026 | Wolverine Asset Management LLC | 176,628 | $1.50M | 0.0% | N/A | 0.000% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 333,179 | $2.83M | 0.0% | -0.6% | 0.000% | |
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| 1/29/2026 | UBS Group AG | 852,408 | $7.25M | 0.0% | +0.6% | 0.000% | |
| 1/29/2026 | Sanctuary Advisors LLC | 88,711 | $754K | 0.0% | +3.5% | 0.000% | |
| 1/29/2026 | Calamos Advisors LLC | 72,229 | $614K | 0.0% | +32.1% | 0.000% | |
| 1/20/2026 | Stratos Wealth Advisors LLC | 28,000 | $238K | 0.0% | -6.7% | 0.000% | |
| 1/12/2026 | Uhlmann Price Securities LLC | 233,098 | $1.98M | 1.2% | +1.8% | 0.000% | |
| 12/1/2025 | Polar Asset Management Partners Inc. | 253,740 | $2.21M | 0.0% | +1.2% | 0.000% | |
| 11/17/2025 | NewEdge Advisors LLC | 175,622 | $1.53M | 0.0% | +5.1% | 0.000% | |
| 11/17/2025 | Focus Partners Wealth | 23,097 | $201K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | City of London Investment Management Co. Ltd. | 3,225,547 | $28.13M | 2.1% | -5.8% | 0.000% | |
| 11/17/2025 | Bank of America Corp DE | 3,227,379 | $28.14M | 0.0% | +4.0% | 0.000% | |
| 11/17/2025 | Ameriprise Financial Inc. | 314,819 | $2.75M | 0.0% | +27.7% | 0.000% | |
| 11/14/2025 | Polar Asset Management Partners Inc. | 253,740 | $2.21M | 0.0% | +1.2% | 0.000% | |
| 11/14/2025 | Raymond James Financial Inc. | 171,739 | $1.50M | 0.0% | +1.6% | 0.000% | |
| 11/14/2025 | NorthRock Partners LLC | 15,468 | $135K | 0.0% | N/A | 0.000% | |
| 11/14/2025 | Newbridge Financial Services Group Inc. | 40,541 | $354K | 0.1% | N/A | 0.000% | |
| 11/14/2025 | Private Management Group Inc. | 804,680 | $7.02M | 0.2% | -0.8% | 0.000% | |
| 11/13/2025 | Legacy Advisors LLC | 50,000 | $436K | 0.1% | N/A | 0.000% | |
| 11/13/2025 | UBS Group AG | 847,633 | $7.39M | 0.0% | -9.2% | 0.000% | |
| 11/12/2025 | IFG Advisory LLC | 80,072 | $698K | 0.0% | -48.2% | 0.000% | |
| 11/12/2025 | Arete Wealth Advisors LLC | 21,400 | $187K | 0.0% | -35.2% | 0.000% | |
| 11/10/2025 | Alteri Wealth LLC | 38,275 | $334K | 0.1% | +27.6% | 0.000% | |
| 11/10/2025 | Adapt Wealth Advisors LLC | 14,850 | $129K | 0.0% | N/A | 0.000% | |
| 11/7/2025 | Cornerstone Advisors LLC | 67,877 | $592K | 0.0% | -60.5% | 0.000% | |
| 11/7/2025 | Uhlmann Price Securities LLC | 228,922 | $2.00M | 1.2% | +4.7% | 0.000% | |
| 11/6/2025 | Advisors Asset Management Inc. | 1,001,455 | $8.73M | 0.1% | -17.6% | 0.000% | |
| 11/6/2025 | Stratos Wealth Advisors LLC | 30,000 | $262K | 0.0% | -6.3% | 0.000% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 335,107 | $2.92M | 0.0% | +0.8% | 0.000% | |
| 11/4/2025 | Cornerstone Wealth Management LLC | 107,769 | $940K | 0.1% | +4.0% | 0.000% | |
| 11/3/2025 | Truist Financial Corp | 19,708 | $172K | 0.0% | -7.5% | 0.000% | |
| 10/21/2025 | Optimum Investment Advisors | 143,910 | $1.26M | 0.5% | +1.6% | 0.000% | |
| 10/20/2025 | Calamos Advisors LLC | 54,661 | $477K | 0.0% | +21.7% | 0.000% | |
| 9/4/2025 | Osaic Holdings Inc. | 119,124 | $1.07M | 0.0% | +11.9% | 0.000% | |
| 8/22/2025 | TT Capital Management LLC | 27,140 | $233K | 0.1% | N/A | 0.000% | |
| 8/15/2025 | Monetary Management Group Inc. | 5,200 | $47K | 0.0% | +30.0% | 0.000% | |
| 8/15/2025 | Bank of America Corp DE | 3,104,313 | $27.94M | 0.0% | -7.7% | 0.000% | |
| 8/15/2025 | Ameriprise Financial Inc. | 246,471 | $2.22M | 0.0% | +8.2% | 0.000% | |
| 8/14/2025 | MGB Wealth Management LLC | 10,000 | $90K | 0.0% | -33.3% | 0.000% | |
| 8/14/2025 | Raymond James Financial Inc. | 169,049 | $1.52M | 0.0% | -2.4% | 0.000% | |
| 8/14/2025 | Quantedge Capital Pte Ltd | 26,261 | $236K | 0.2% | +115.9% | 0.000% | |
| 8/14/2025 | NewEdge Advisors LLC | 167,030 | $1.50M | 0.0% | +249.4% | 0.000% | |
| 8/13/2025 | Walleye Capital LLC | 117,840 | $1.06M | 0.0% | +6.8% | 0.000% | |
| 8/13/2025 | Invesco Ltd. | 86,186 | $776K | 0.0% | +91.6% | 0.000% | |
| 8/12/2025 | Advisors Asset Management Inc. | 1,216,089 | $10.95M | 0.2% | -1.1% | 0.000% | |
| 8/12/2025 | Private Management Group Inc. | 810,943 | $7.30M | 0.2% | -1.0% | 0.000% | |
| 8/11/2025 | Traub Capital Management LLC | 5,400 | $49K | 0.0% | N/A | 0.000% | |
| 8/8/2025 | Cornerstone Advisors LLC | 171,726 | $1.55M | 0.1% | N/A | 0.000% | |
| 8/8/2025 | City of London Investment Management Co. Ltd. | 3,424,386 | $30.82M | 2.9% | -3.4% | 0.000% | |
| 8/8/2025 | Cetera Investment Advisers | 41,991 | $378K | 0.0% | +8.4% | 0.000% | |
| 8/8/2025 | Calamos Advisors LLC | 44,901 | $404K | 0.0% | -23.2% | 0.000% | |
| 8/4/2025 | IFG Advisory LLC | 154,607 | $1.39M | 0.1% | +10.4% | 0.000% | |
My feud with Zohran Mamdani (Ad) Nearly 40% of Americans now hold a positive view of socialism - and former hedge fund manager Whitney Tilson says what's unfolding in New York City is just the beginning.
Tilson, a Harvard MBA who spent 30 years on Wall Street, has identified a specific economic pattern he believes points to a financial reset unlike anything seen in over 100 years. He's released a free analysis outlining what's coming and the exact steps he recommends you take with your money now. Read Whitney Tilson's free analysis and protect your wealth today |
| 8/4/2025 | Wolverine Asset Management LLC | 414,695 | $3.73M | 0.0% | +108.0% | 0.000% | |
| 7/29/2025 | Uhlmann Price Securities LLC | 218,623 | $1.97M | 1.4% | +7.2% | 0.000% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 16,320 | $141K | 0.0% | +10.2% | 0.000% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,269 | $29K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Truist Financial Corp | 21,304 | $192K | 0.0% | -27.5% | 0.000% | |
| 5/16/2025 | Polar Asset Management Partners Inc. | 120,127 | $1.08M | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Advisors Asset Management Inc. | 1,229,519 | $11.07M | 0.2% | +16.1% | 0.000% | |
| 5/15/2025 | Royal Bank of Canada | 30,166 | $271K | 0.0% | -76.7% | 0.000% | |
| 5/14/2025 | Walleye Capital LLC | 110,345 | $993K | 0.0% | +7.3% | 0.000% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 320,210 | $2.88M | 0.0% | -1.1% | 0.000% | |