5/2/2025 | Whittier Trust Co. | 19,288 | $640K | 0.0% | -12.7% | 0.071% | |
4/30/2025 | Brown Advisory Inc. | 11,968 | $397K | 0.0% | N/A | 0.044% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 6,086 | $202K | 0.0% | N/A | 0.022% | |
4/29/2025 | Callan Capital LLC | 99,619 | $3.31M | 0.2% | -1.1% | 0.364% | |
4/29/2025 | Envestnet Asset Management Inc. | 778,843 | $25.84M | 0.0% | +19.6% | 2.848% | |
4/29/2025 | Bank of New York Mellon Corp | 24,504 | $813K | 0.0% | -4.3% | 0.090% | |
4/28/2025 | D.A. Davidson & CO. | 7,530 | $250K | 0.0% | -16.6% | 0.028% | |
4/28/2025 | Elmwood Wealth Management Inc. | 25,233 | $837K | 0.3% | -5.6% | 0.092% | |
4/25/2025 | Spinnaker Trust | 215,340 | $7.15M | 0.5% | -11.4% | 0.787% | |
4/25/2025 | Clay Northam Wealth Management LLC | 53,457 | $1.77M | 1.2% | -2.7% | 0.195% | |
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4/24/2025 | Golden State Wealth Management LLC | 37,645 | $1.25M | 0.2% | -2.6% | 0.138% | |
4/23/2025 | Golden State Wealth Management LLC | 58,263 | $1.93M | 0.1% | +50.7% | 0.213% | |
4/23/2025 | Golden State Equity Partners | 34,233 | $1.14M | 0.2% | -11.5% | 0.125% | |
4/23/2025 | Archford Capital Strategies LLC | 8,986 | $298K | 0.0% | -95.9% | 0.033% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,917 | $329K | 0.0% | -12.2% | 0.036% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 131,254 | $4.36M | 0.0% | -9.5% | 0.480% | |
4/18/2025 | CENTRAL TRUST Co | 100,210 | $3.33M | 0.1% | +8.3% | 0.373% | |
4/18/2025 | Edge Financial Advisors LLC | 22,366 | $742K | 0.5% | -6.2% | 0.083% | |
4/17/2025 | Inscription Capital LLC | 9,043 | $283K | 0.0% | N/A | 0.034% | |
4/17/2025 | 1900 Wealth Management LLC | 82,002 | $2.72M | 0.2% | -37.9% | 0.305% | |
4/16/2025 | IAG Wealth Partners LLC | 9,908 | $329K | 0.1% | +19.4% | 0.037% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 102,515 | $3.40M | 0.0% | +9.2% | 0.381% | |
4/15/2025 | Arvest Investments Inc. | 457,630 | $15.18M | 2.4% | +2.5% | 1.701% | |
4/15/2025 | Atwood & Palmer Inc. | 48,067 | $1.60M | 0.1% | -8.2% | 0.179% | |
4/14/2025 | Pallas Capital Advisors LLC | 135,066 | $4.48M | 0.2% | -3.2% | 0.502% | |
4/14/2025 | Destiny Wealth Partners LLC | 158,634 | $5.26M | 0.8% | +3.7% | 0.590% | |
4/14/2025 | Wedmont Private Capital | 8,000 | $254K | 0.0% | N/A | 0.030% | |
4/10/2025 | Apella Capital LLC | 401,492 | $12.63M | 0.4% | -24.3% | 1.493% | |
4/9/2025 | SigFig Wealth Management LLC | 3,339,240 | $111.08M | 4.0% | +1.4% | 12.414% | |
4/9/2025 | American National Bank & Trust | 134,068 | $4.45M | 0.5% | +13.7% | 0.498% | |
3/21/2025 | Prostatis Group LLC | 11,642 | $372K | 0.1% | N/A | 0.044% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 93,894 | $3.00M | 0.0% | -5.4% | 0.357% | |
2/25/2025 | Shufro Rose & Co. LLC | 52,912 | $1.69M | 0.1% | -53.2% | 0.201% | |
2/18/2025 | Vise Technologies Inc. | 6,636 | $212K | 0.0% | N/A | 0.022% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 8,922 | $285K | 0.0% | -7.3% | 0.030% | |
2/17/2025 | LifePlan Investment Advisors Inc. | 7,600 | $243K | 0.2% | N/A | 0.026% | |
2/17/2025 | EP Wealth Advisors LLC | 27,553 | $879K | 0.0% | -6.6% | 0.093% | |
2/17/2025 | CoreCap Advisors LLC | 128,057 | $4.09M | 0.2% | -4.6% | 0.433% | |
2/17/2025 | Cetera Investment Advisers | 308,505 | $9.85M | 0.0% | +17.2% | 1.042% | |
2/17/2025 | Citadel Advisors LLC | 22,268 | $711K | 0.0% | -21.7% | 0.075% | |
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.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
2/17/2025 | Baird Financial Group Inc. | 29,390 | $938K | 0.0% | -6.1% | 0.099% | |
2/17/2025 | Bank of America Corp DE | 484,712 | $15.47M | 0.0% | +3.9% | 1.638% | |
2/17/2025 | Ameriprise Financial Inc. | 9,434 | $301K | 0.0% | N/A | 0.032% | |
2/17/2025 | Aptus Capital Advisors LLC | 2,450 | $78K | 0.0% | -81.5% | 0.008% | |
2/14/2025 | Jane Street Group LLC | 139,995 | $4.47M | 0.0% | -53.0% | 0.473% | |
2/14/2025 | Betterment LLC | 1,744,334 | $55.68M | 0.1% | +5.1% | 5.893% | |
2/14/2025 | Integrated Wealth Concepts LLC | 11,912 | $380K | 0.0% | -8.8% | 0.040% | |
2/14/2025 | GeoWealth Management LLC | 80,964 | $2.58M | 0.1% | -15.9% | 0.274% | |
2/14/2025 | Arvest Bank Trust Division | 1,222,522 | $39.02M | 2.4% | +0.5% | 4.130% | |
2/13/2025 | NewEdge Advisors LLC | 18,895 | $603K | 0.0% | +19.1% | 0.064% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 13,006 | $415K | 0.5% | N/A | 0.044% | |
2/13/2025 | Anchor Investment Management LLC | 103,506 | $3.30M | 0.3% | +3.8% | 0.350% | |
2/13/2025 | Strategies Wealth Advisors LLC | 11,997 | $397K | 0.0% | -10.3% | 0.041% | |
2/13/2025 | CreativeOne Wealth LLC | 12,407 | $396K | 0.0% | -9.4% | 0.042% | |
2/13/2025 | Mariner LLC | 54,108 | $1.73M | 0.0% | -11.4% | 0.183% | |
2/13/2025 | SageView Advisory Group LLC | 16,823 | $537K | 0.0% | -2.9% | 0.057% | |
2/13/2025 | First Foundation Advisors | 345,666 | $11.03M | 0.4% | -7.5% | 1.168% | |
2/13/2025 | Kelman Lazarov Inc. | 49,609 | $1.58M | 0.3% | -4.8% | 0.168% | |
2/13/2025 | Raymond James Financial Inc. | 1,610,736 | $51.42M | 0.0% | N/A | 5.442% | |
2/13/2025 | Bank of Montreal Can | 1,275 | $41K | 0.0% | N/A | 0.004% | |
2/13/2025 | Envestnet Asset Management Inc. | 651,220 | $20.79M | 0.0% | +13.0% | 2.200% | |
2/13/2025 | Wells Fargo & Company MN | 3,077,359 | $98.23M | 0.0% | +17.8% | 10.396% | |
2/12/2025 | Orion Portfolio Solutions LLC | 7,574 | $242K | 0.0% | +14.1% | 0.026% | |
2/11/2025 | Haverford Trust Co | 11,793 | $376K | 0.0% | +15.3% | 0.040% | |
2/11/2025 | LPL Financial LLC | 1,576,418 | $50.32M | 0.0% | +2.4% | 5.326% | |
2/11/2025 | SigFig Wealth Management LLC | 3,291,658 | $105.33M | 3.8% | +2.3% | 11.120% | |
2/11/2025 | Strategic Financial Services Inc. | 230,670 | $7.36M | 0.4% | -3.0% | 0.779% | |
2/11/2025 | Arvest Investments Inc. | 446,674 | $14.26M | 2.3% | -2.7% | 1.509% | |
2/10/2025 | Clearwater Capital Advisors LLC | 131,586 | $4.20M | 0.4% | -7.1% | 0.445% | |
2/10/2025 | Glenview Trust co | 9,688 | $309K | 0.0% | -4.1% | 0.033% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 145,087 | $4.63M | 0.0% | +1.4% | 0.490% | |
2/10/2025 | Commonwealth Equity Services LLC | 161,498 | $5.16M | 0.0% | -0.7% | 0.546% | |
2/6/2025 | Raymond James Financial Inc. | 1,610,736 | $51.42M | 0.0% | N/A | 5.442% | |
2/6/2025 | Jones Financial Companies Lllp | 3,571 | $114K | 0.0% | +32.3% | 0.012% | |
2/5/2025 | Maia Wealth LLC | 12,422 | $398K | 0.1% | -4.3% | 0.042% | |
2/5/2025 | Private Trust Co. NA | 1,633 | $52K | 0.0% | +38.3% | 0.006% | |
2/4/2025 | Bank of New York Mellon Corp | 25,606 | $817K | 0.0% | +8.8% | 0.087% | |
2/4/2025 | Wealthspire Advisors LLC | 13,898 | $444K | 0.0% | -57.2% | 0.047% | |
2/3/2025 | CogentBlue Wealth Advisors LLC | 7,676 | $245K | 0.2% | N/A | 0.026% | |
1/31/2025 | Global Retirement Partners LLC | 6,778 | $216K | 0.0% | +47.2% | 0.023% | |
1/31/2025 | Atria Wealth Solutions Inc. | 25,386 | $810K | 0.0% | +1.9% | 0.086% | |
1/31/2025 | D.A. Davidson & CO. | 9,030 | $288K | 0.0% | -29.5% | 0.031% | |
1/31/2025 | Sanctuary Advisors LLC | 9,105 | $299K | 0.0% | +19.9% | 0.031% | |
1/30/2025 | Principal Securities Inc. | 238,464 | $7.61M | 0.2% | +5.0% | 0.806% | |
1/30/2025 | Spinnaker Trust | 242,913 | $7.75M | 0.5% | -3.5% | 0.821% | |
1/30/2025 | GFG Capital LLC | 159,510 | $5.09M | 1.3% | -0.5% | 0.539% | |
1/29/2025 | Morris Financial Concepts Inc. | 11,449 | $365K | 0.2% | +202.6% | 0.039% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 119,813 | $3.82M | 0.2% | +1.3% | 0.405% | |
1/28/2025 | Golden State Wealth Management LLC | 38,668 | $1.23M | 0.2% | N/A | 0.131% | |
1/28/2025 | 1900 Wealth Management LLC | 132,038 | $4.22M | 0.4% | -7.7% | 0.446% | |
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.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the May 1st funding window clos |
1/24/2025 | Clay Northam Wealth Management LLC | 54,943 | $1.75M | 1.1% | -8.4% | 0.186% | |
1/24/2025 | CENTRAL TRUST Co | 92,497 | $2.95M | 0.1% | +55.8% | 0.312% | |
1/24/2025 | Golden State Equity Partners | 38,697 | $1.24M | 0.2% | -35.0% | 0.131% | |
1/24/2025 | Destiny Wealth Partners LLC | 152,987 | $4.88M | 0.8% | +1.4% | 0.517% | |
1/21/2025 | Archford Capital Strategies LLC | 216,646 | $6.92M | 1.0% | -3.6% | 0.732% | |
1/17/2025 | Edge Financial Advisors LLC | 23,833 | $761K | 0.7% | +2.4% | 0.081% | |
1/16/2025 | Atwood & Palmer Inc. | 52,360 | $1.67M | 0.1% | -15.1% | 0.177% | |
1/14/2025 | Apella Capital LLC | 530,221 | $16.93M | 0.6% | -15.6% | 1.791% | |
1/13/2025 | Pallas Capital Advisors LLC | 139,587 | $4.46M | 0.2% | -1.9% | 0.472% | |
1/13/2025 | Elmwood Wealth Management Inc. | 26,733 | $853K | 0.3% | +3.9% | 0.090% | |