| 5/15/2025 | MAI Capital Management | 581,394 | $6.52M | 0.0% | -4.6% | 0.162% | |
| 5/15/2025 | Calton & Associates Inc. | 16,846 | $189K | 0.0% | N/A | 0.005% | |
| 5/15/2025 | Baird Financial Group Inc. | 174,443 | $1.96M | 0.0% | -4.1% | 0.048% | |
| 5/14/2025 | Comerica Bank | 194,783 | $2.19M | 0.0% | -18.9% | 0.054% | |
| 5/14/2025 | SVB Wealth LLC | 3,860 | $43K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 52,406 | $588K | 0.0% | +5.8% | 0.015% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 21,606 | $239K | 0.1% | -94.5% | 0.006% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 19,056 | $214K | 0.0% | -13.2% | 0.005% | |
| 5/14/2025 | Kestra Advisory Services LLC | 227,445 | $2.55M | 0.0% | -50.0% | 0.063% | |
| 5/14/2025 | Ameriprise Financial Inc. | 5,090,455 | $57.09M | 0.0% | -7.3% | 1.415% | |
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| 5/14/2025 | Mosaic Financial Group LLC | 98,002 | $1.10M | 0.9% | -7.2% | 0.027% | |
| 5/14/2025 | Summit Financial LLC | 53,599 | $601K | 0.0% | -2.6% | 0.015% | |
| 5/13/2025 | Cascade Financial Partners LLC | 248,495 | $2.79M | 0.4% | +179.0% | 0.069% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 522,310 | $5.86M | 0.1% | +2.0% | 0.145% | |
| 5/13/2025 | Intrepid Financial Planning Group LLC | 855,037 | $9.59M | 4.4% | -3.4% | 0.237% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,769,857 | $31.08M | 0.0% | +8.1% | 0.767% | |
| 5/13/2025 | HighTower Advisors LLC | 118,591 | $1.33M | 0.0% | -38.8% | 0.033% | |
| 5/12/2025 | Invesco Ltd. | 110,913 | $1.24M | 0.0% | -7.1% | 0.031% | |
| 5/12/2025 | Beam Wealth Advisors Inc. | 93,662 | $1.05M | 0.4% | -11.9% | 0.026% | |
| 5/12/2025 | AlphaCore Capital LLC | 83,483 | $937K | 0.1% | N/A | 0.023% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 16,047 | $180K | 0.0% | +7.0% | 0.004% | |
| 5/9/2025 | Wealthspire Advisors LLC | 55,074 | $618K | 0.0% | -31.1% | 0.015% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 49,950 | $560K | 0.0% | +32.9% | 0.014% | |
| 5/9/2025 | Cary Street Partners Financial LLC | 123,210 | $1.38M | 0.0% | -7.0% | 0.034% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 2,899 | $33K | 0.0% | -28.0% | 0.001% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 1,421,724 | $15.95M | 0.0% | -1.8% | 0.394% | |
| 5/9/2025 | Beta Wealth Group Inc. | 31,580 | $354K | 0.1% | -54.4% | 0.009% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 16,064 | $180K | 0.0% | -17.6% | 0.004% | |
| 5/8/2025 | Baker Avenue Asset Management LP | 249,332 | $2.80M | 0.1% | -39.6% | 0.069% | |
| 5/8/2025 | Commerce Bank | 25,720 | $289K | 0.0% | N/A | 0.007% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 68,977 | $774K | 0.1% | +16.0% | 0.019% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 14,423 | $162K | 0.0% | N/A | 0.004% | |
| 5/8/2025 | Harbour Investments Inc. | 5,720 | $64K | 0.0% | +25.5% | 0.002% | |
| 5/8/2025 | CAP Partners LLC | 14,293 | $160K | 0.1% | -17.3% | 0.004% | |
| 5/8/2025 | Portland Financial Advisors Inc | 28,670 | $322K | 0.8% | -12.3% | 0.008% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 401,069 | $4.50M | 0.1% | +7.2% | 0.111% | |
| 5/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 15,389 | $173K | 0.0% | N/A | 0.004% | |
| 5/7/2025 | Sheaff Brock Investment Advisors LLC | 11,433 | $128K | 0.0% | -59.8% | 0.003% | |
| 5/7/2025 | LPL Financial LLC | 15,193,057 | $170.47M | 0.1% | +3.3% | 4.207% | |
| 5/7/2025 | Texas Yale Capital Corp. | 15,800 | $177K | 0.0% | +20.6% | 0.004% | |
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| 5/6/2025 | Cetera Investment Advisers | 411,582 | $4.62M | 0.0% | +5.5% | 0.114% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 36,531 | $410K | 0.0% | +3.8% | 0.010% | |
| 5/6/2025 | Glaxis Capital Management LLC | 105,000 | $1.18M | 4.5% | +31.3% | 0.029% | |
| 5/6/2025 | Pinnacle Associates Ltd. | 24,018 | $269K | 0.0% | +18.1% | 0.007% | |
| 5/6/2025 | Noesis Capital Mangement Corp | 438,796 | $4.92M | 1.0% | +0.9% | 0.121% | |
| 5/6/2025 | AE Wealth Management LLC | 80,812 | $907K | 0.0% | -60.1% | 0.022% | |
| 5/6/2025 | J. W. Coons Advisors LLC | 21,535 | $242K | 0.1% | -16.5% | 0.006% | |
| 5/6/2025 | Jackson Grant Investment Advisers Inc. | 47,601 | $534K | 0.2% | +41.7% | 0.013% | |
| 5/5/2025 | Gries Financial LLC | 41,914 | $470K | 0.1% | -46.7% | 0.012% | |
| 5/5/2025 | Coastwise Capital Group LLC | 56,994 | $639K | 0.5% | -2.2% | 0.016% | |
| 5/5/2025 | IFP Advisors Inc | 193,438 | $2.17M | 0.1% | -16.5% | 0.054% | |
| 5/5/2025 | Calton & Associates Inc. | 17,169 | $193K | 0.0% | N/A | 0.005% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 22,888 | $257K | 0.0% | -7.6% | 0.006% | |
| 5/5/2025 | Carnegie Lake Advisors LLC | 13,052 | $146K | 0.1% | -21.1% | 0.004% | |
| 5/5/2025 | Csenge Advisory Group | 29,006 | $317K | 0.0% | +8.6% | 0.008% | |
| 5/5/2025 | Private Advisor Group LLC | 674,509 | $7.57M | 0.0% | +14.1% | 0.187% | |
| 5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 850,000 | $9.54M | 0.1% | N/A | 0.235% | |
| 5/2/2025 | Independent Wealth Network Inc. | 101,122 | $1.14M | 0.5% | +11.8% | 0.028% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 81,107 | $910K | 0.0% | -5.4% | 0.022% | |
| 5/2/2025 | Apollon Wealth Management LLC | 29,414 | $330K | 0.0% | -91.0% | 0.008% | |
| 5/2/2025 | Sigma Planning Corp | 83,508 | $937K | 0.0% | -52.3% | 0.023% | |
| 5/1/2025 | Gould Asset Management LLC CA | 77,195 | $866K | 0.2% | +2.6% | 0.021% | |
| 5/1/2025 | Oxbow Advisors LLC | 25,688 | $288K | 0.0% | +69.5% | 0.007% | |
| 5/1/2025 | Stephens Inc. AR | 181,797 | $2.04M | 0.0% | -24.8% | 0.050% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 69,099 | $775K | 0.2% | +13.9% | 0.019% | |
| 4/30/2025 | Cerity Partners LLC | 119,226 | $1.34M | 0.0% | -4.5% | 0.033% | |
| 4/30/2025 | Allworth Financial LP | 2,627,449 | $29.09M | 0.2% | +4.7% | 0.728% | |
| 4/30/2025 | Ramiah Investment Group | 43,805 | $491K | 0.5% | N/A | 0.012% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 57,155 | $641K | 0.2% | +9.9% | 0.016% | |
| 4/30/2025 | Principal Securities Inc. | 185,563 | $2.14M | 0.0% | +2.1% | 0.051% | |
| 4/30/2025 | First National Bank & Trust Co. of Newtown | 648,894 | $7.28M | 1.5% | -1.2% | 0.180% | |
| 4/30/2025 | Optimum Investment Advisors | 40,862 | $458K | 0.2% | -15.9% | 0.011% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 83,666 | $939K | 0.0% | -7.1% | 0.023% | |
| 4/30/2025 | Garrett Wealth Advisory Group LLC | 534,289 | $6.00M | 1.3% | +3.4% | 0.148% | |
| 4/30/2025 | Alpha Cubed Investments LLC | 11,752 | $132K | 0.0% | N/A | 0.003% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 811,128 | $9.10M | 0.0% | -14.8% | 0.225% | |
| 4/29/2025 | Crew Capital Management Ltd. | 104,190 | $1.17M | 1.0% | -1.4% | 0.029% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 55,105 | $618K | 0.0% | +304.4% | 0.015% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 257,400 | $2.89M | 0.1% | -1.2% | 0.071% | |
| 4/29/2025 | Silver Oak Securities Incorporated | 15,646 | $177K | 0.0% | +31.5% | 0.004% | |
| 4/29/2025 | Aurora Private Wealth Inc. | 48,969 | $549K | 0.1% | N/A | 0.014% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 1,393,688 | $15.64M | 0.8% | +20.9% | 0.386% | |
| 4/28/2025 | D.A. Davidson & CO. | 73,935 | $830K | 0.0% | -2.5% | 0.020% | |
| 4/28/2025 | Principal Financial Group Inc. | 51,326 | $576K | 0.0% | -92.8% | 0.014% | |
| 4/28/2025 | Spectrum Asset Management Inc. | 3,635,591 | $40.79M | 74.3% | -37.0% | 1.007% | |
| 4/28/2025 | Mutual Advisors LLC | 29,335 | $325K | 0.0% | +5.2% | 0.008% | |
| 4/28/2025 | Acute Investment Advisory LLC | 43,207 | $485K | 2.4% | -76.9% | 0.012% | |
| 4/28/2025 | LFA Lugano Financial Advisors SA | 9,530 | $107K | 0.1% | +382.5% | 0.003% | |
| 4/25/2025 | Advisors Management Group Inc. ADV | 15,923 | $179K | 0.0% | -98.8% | 0.004% | |
| 4/25/2025 | Prairiewood Capital LLC | 615,424 | $6.91M | 2.8% | +10.1% | 0.170% | |
Silicon Valley Gold Rush (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 |
| 4/25/2025 | Red Door Wealth Management LLC | 14,000 | $157K | 0.0% | -6.7% | 0.004% | |
| 4/25/2025 | Albion Financial Group UT | 165,223 | $1.85M | 0.1% | +56.6% | 0.046% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 100,000 | $1.13M | 0.0% | N/A | 0.028% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 25,413 | $285K | 0.0% | -17.5% | 0.007% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 74,676 | $838K | 0.4% | -1.4% | 0.021% | |
| 4/24/2025 | Stone Summit Wealth LLC | 47,750 | $536K | 0.2% | +124.7% | 0.013% | |
| 4/23/2025 | KG&L Capital Management LLC | 210,758 | $2.37M | 0.8% | +3.9% | 0.058% | |
| 4/23/2025 | Western Wealth Management LLC | 19,639 | $220K | 0.0% | -23.2% | 0.005% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 80,504 | $903K | 0.0% | -7.0% | 0.022% | |
| 4/23/2025 | Live Oak Investment Partners | 675,578 | $7.58M | 6.0% | +1.2% | 0.187% | |
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