5/1/2025 | Gould Asset Management LLC CA | 3,012 | $204K | 0.0% | N/A | 0.036% | |
5/1/2025 | Fifth Third Securities Inc. | 7,323 | $497K | 0.0% | +17.7% | 0.088% | |
5/1/2025 | Barry Investment Advisors LLC | 60,581 | $4.11M | 1.1% | +5.0% | 0.726% | |
4/30/2025 | Alpine Woods Capital Investors LLC | 3,000 | $204K | 0.1% | N/A | 0.036% | |
4/30/2025 | Leavell Investment Management Inc. | 7,179 | $487K | 0.0% | -13.7% | 0.086% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 16,157 | $1.10M | 0.2% | -10.9% | 0.193% | |
4/30/2025 | NTV Asset Management LLC | 7,766 | $527K | 0.1% | -32.0% | 0.093% | |
4/29/2025 | Envestnet Asset Management Inc. | 22,194 | $1.51M | 0.0% | -8.3% | 0.266% | |
4/28/2025 | Money Design Co. Ltd. | 97,214 | $6.60M | 0.3% | +15.6% | 1.164% | |
4/25/2025 | Verity Asset Management Inc. | 3,888 | $264K | 0.1% | N/A | 0.047% | |
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4/25/2025 | Sovran Advisors LLC | 5,646 | $373K | 0.0% | +26.1% | 0.068% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,665 | $317K | 0.0% | +4.5% | 0.056% | |
4/22/2025 | Comprehensive Money Management Services LLC | 17,786 | $1.21M | 1.0% | -2.8% | 0.213% | |
4/17/2025 | NBT Bank N A NY | 21,413 | $1.45M | 0.1% | -0.8% | 0.256% | |
4/17/2025 | Janney Montgomery Scott LLC | 5,654 | $384K | 0.0% | -34.5% | 0.068% | |
4/16/2025 | CVA Family Office LLC | 2,247 | $153K | 0.0% | -39.7% | 0.027% | |
4/15/2025 | Transform Wealth LLC | 33,269 | $2.26M | 0.1% | -23.6% | 0.398% | |
4/14/2025 | UMB Bank n.a. | 4,472 | $304K | 0.0% | N/A | 0.054% | |
4/9/2025 | NBC Securities Inc. | 3,648 | $247K | 0.0% | +121,500.0% | 0.044% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,120 | $330K | 0.0% | +88.9% | 0.061% | |
3/5/2025 | Copley Financial Group Inc. | 9,711 | $627K | 0.5% | +127.3% | 0.116% | |
3/4/2025 | Comprehensive Money Management Services LLC | 18,301 | $1.18M | 1.0% | N/A | 0.218% | |
2/18/2025 | GTS Securities LLC | 35,750 | $2.31M | 0.1% | N/A | 0.331% | |
2/18/2025 | Pettinga Financial Advisors LLC | 5,740 | $370K | 0.1% | -26.4% | 0.053% | |
2/17/2025 | Two Sigma Investments LP | 7,970 | $514K | 0.0% | -40.8% | 0.074% | |
2/17/2025 | Colonial Trust Co SC | 1,900 | $123K | 0.0% | +35.7% | 0.018% | |
2/17/2025 | Cresset Asset Management LLC | 20,573 | $1.33M | 0.0% | +50.9% | 0.190% | |
2/17/2025 | Cetera Investment Advisers | 86,839 | $5.60M | 0.0% | +72.7% | 0.804% | |
2/17/2025 | Captrust Financial Advisors | 3,407 | $220K | 0.0% | -16.1% | 0.032% | |
2/17/2025 | Baird Financial Group Inc. | 27,547 | $1.78M | 0.0% | +116.9% | 0.255% | |
2/17/2025 | Bank of America Corp DE | 359,230 | $23.18M | 0.0% | -10.3% | 3.326% | |
2/17/2025 | Ameriprise Financial Inc. | 39,895 | $2.57M | 0.0% | +6.3% | 0.369% | |
2/14/2025 | Jane Street Group LLC | 12,155 | $784K | 0.0% | -139.0% | 0.113% | |
2/14/2025 | Widmann Financial Services Inc. | 22,654 | $1.46M | 1.1% | +7.6% | 0.210% | |
2/14/2025 | Comerica Bank | 17,169 | $1.11M | 0.0% | -10.7% | 0.159% | |
2/14/2025 | IHT Wealth Management LLC | 36,226 | $2.34M | 0.1% | +23.5% | 0.335% | |
2/14/2025 | Canal Capital Management LLC | 13,683 | $883K | 0.1% | N/A | 0.127% | |
2/14/2025 | Stifel Financial Corp | 3,891 | $251K | 0.0% | -6.4% | 0.036% | |
2/14/2025 | Commerce Bank | 13,070 | $843K | 0.0% | -3.7% | 0.121% | |
2/13/2025 | NewEdge Advisors LLC | 3,544 | $229K | 0.0% | -9.0% | 0.033% | |
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2/13/2025 | Anchor Investment Management LLC | 2,544 | $164K | 0.0% | +24.5% | 0.024% | |
2/13/2025 | CreativeOne Wealth LLC | 3,783 | $244K | 0.0% | +33.5% | 0.035% | |
2/13/2025 | O ROURKE & COMPANY Inc | 8,736 | $564K | 0.3% | +2.2% | 0.081% | |
2/13/2025 | Stamos Capital Partners L.P. | 7,710 | $497K | 0.1% | +86.2% | 0.071% | |
2/13/2025 | Scotia Capital Inc. | 18,314 | $1.18M | 0.0% | +22.1% | 0.170% | |
2/13/2025 | Bessemer Group Inc. | 1,108 | $71K | 0.0% | N/A | 0.010% | |
2/13/2025 | Raymond James Financial Inc. | 31,893 | $2.06M | 0.0% | N/A | 0.295% | |
2/13/2025 | Cerity Partners OCIO LLC | 174,421 | $11.25M | 0.7% | -38.1% | 1.615% | |
2/13/2025 | Peapack Gladstone Financial Corp | 3,207 | $207K | 0.0% | -11.1% | 0.030% | |
2/13/2025 | Envestnet Asset Management Inc. | 24,198 | $1.56M | 0.0% | -17.4% | 0.224% | |
2/13/2025 | Wells Fargo & Company MN | 30,103 | $1.94M | 0.0% | -4.6% | 0.279% | |
2/12/2025 | OLD Mission Capital LLC | 50,140 | $3.24M | 0.0% | N/A | 0.464% | |
2/12/2025 | Franklin Resources Inc. | 5,037 | $325K | 0.0% | -12.6% | 0.047% | |
2/12/2025 | Blair William & Co. IL | 7,393 | $477K | 0.0% | +679.9% | 0.068% | |
2/12/2025 | JPMorgan Chase & Co. | 42,159 | $2.72M | 0.0% | +25.0% | 0.390% | |
2/12/2025 | Tyler Stone Wealth Management | 5,355 | $345K | 0.1% | -5.7% | 0.050% | |
2/11/2025 | LPL Financial LLC | 148,008 | $9.55M | 0.0% | -20.2% | 1.370% | |
2/10/2025 | Picton Mahoney Asset Management | 2,000 | $129K | 0.0% | -23.1% | 0.019% | |
2/10/2025 | Commonwealth Equity Services LLC | 31,593 | $2.04M | 0.0% | -12.9% | 0.293% | |
2/7/2025 | HighTower Advisors LLC | 16,695 | $1.08M | 0.0% | +5.0% | 0.155% | |
2/7/2025 | Citizens Financial Group Inc. RI | 9,426 | $608K | 0.0% | +3.4% | 0.087% | |
2/7/2025 | Daiwa Securities Group Inc. | 31,050 | $2.00M | 0.0% | +14.4% | 0.288% | |
2/7/2025 | NBT Bank N A NY | 21,594 | $1.39M | 0.1% | +1.0% | 0.200% | |
2/6/2025 | Raymond James Financial Inc. | 31,893 | $2.06M | 0.0% | N/A | 0.295% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 2,400 | $155K | 0.0% | -20.0% | 0.022% | |
2/6/2025 | Meridian Wealth Management LLC | 6,800 | $439K | 0.0% | N/A | 0.063% | |
2/6/2025 | SBI Securities Co. Ltd. | 1,726 | $111K | 0.0% | N/A | 0.016% | |
2/6/2025 | Jones Financial Companies Lllp | 1,128 | $73K | 0.0% | -53.0% | 0.010% | |
2/5/2025 | Conservest Capital Advisors Inc. | 41,347 | $2.67M | 0.3% | -16.9% | 0.383% | |
2/5/2025 | GenTrust LLC | 3,195 | $206K | 0.0% | -43.9% | 0.030% | |
2/3/2025 | M Financial Asset Management Inc. | 2,282 | $147K | 0.7% | -39.4% | 0.021% | |
2/3/2025 | First National Bank & Trust Co. of Newtown | 18,127 | $1.17M | 0.2% | -16.9% | 0.168% | |
2/3/2025 | Private Advisor Group LLC | 8,979 | $579K | 0.0% | -7.8% | 0.083% | |
1/31/2025 | NTV Asset Management LLC | 11,416 | $737K | 0.1% | -3.5% | 0.106% | |
1/31/2025 | Sanctuary Advisors LLC | 7,768 | $545K | 0.0% | +8.0% | 0.072% | |
1/30/2025 | Blue Trust Inc. | 449 | $29K | 0.0% | -75.2% | 0.004% | |
1/29/2025 | Van ECK Associates Corp | 30,714 | $1.98M | 0.0% | +174.9% | 0.284% | |
1/29/2025 | Leavell Investment Management Inc. | 8,322 | $537K | 0.0% | -18.1% | 0.077% | |
1/29/2025 | Sovran Advisors LLC | 4,479 | $297K | 0.0% | N/A | 0.041% | |
1/23/2025 | Strategic Wealth Investment Group LLC | 32,039 | $2.07M | 0.1% | -20.3% | 0.297% | |
1/23/2025 | Fifth Third Securities Inc. | 6,220 | $401K | 0.0% | +88.1% | 0.058% | |
1/23/2025 | Money Design Co. Ltd. | 84,067 | $5.41M | 0.3% | -15.5% | 0.778% | |
1/23/2025 | Barry Investment Advisors LLC | 57,670 | $3.72M | 1.2% | -1.1% | 0.534% | |
1/22/2025 | Blue Trust Inc. | 449 | $29K | 0.0% | -75.2% | 0.004% | |
1/17/2025 | Arkansas Financial Group Inc. | 11,655 | $752K | 0.1% | -5.9% | 0.108% | |
1/17/2025 | Janney Montgomery Scott LLC | 8,627 | $557K | 0.0% | -11.9% | 0.080% | |
1/17/2025 | Transform Wealth LLC | 43,525 | $2.81M | 0.2% | +189.3% | 0.403% | |
1/16/2025 | Mechanics Bank Trust Department | 3,130 | $202K | 0.0% | -23.7% | 0.029% | |
1/15/2025 | Ameritas Advisory Services LLC | 8,890 | $574K | 0.0% | -34.7% | 0.082% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 18,636 | $1.20M | 0.0% | +6.8% | 0.173% | |
The Man I Turn to In Times Like This (Ad) A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.”
Tilson just released a new prediction that runs counter to what mainstream finance is telling you. Market chaos? Hear Tilson’s take now |
1/14/2025 | Fortis Advisors LLC | 45,776 | $2.95M | 1.9% | +3.6% | 0.424% | |
1/13/2025 | Brookstone Capital Management | 5,074 | $327K | 0.0% | +14.6% | 0.047% | |
12/26/2024 | JPMorgan Chase & Co. | 33,724 | $2.55M | 0.0% | +7.7% | 0.312% | |
12/9/2024 | Copley Financial Group Inc. | 4,272 | $323K | 0.3% | N/A | 0.040% | |
11/25/2024 | Sanctuary Advisors LLC | 7,190 | $514K | 0.0% | +58.0% | 0.067% | |
11/21/2024 | Anchor Investment Management LLC | 2,044 | $154K | 0.0% | -8.9% | 0.019% | |
11/15/2024 | MML Investors Services LLC | 2,820 | $213K | 0.0% | -12.6% | 0.026% | |
11/15/2024 | Orion Portfolio Solutions LLC | 4,534 | $342K | 0.0% | -55.9% | 0.042% | |
11/15/2024 | Wellington Management Group LLP | 42,659 | $3.22M | 0.0% | -70.5% | 0.395% | |
11/15/2024 | State Street Corp | 3,100 | $234K | 0.0% | -32.6% | 0.029% | |