| 5/22/2025 | WBI Investments LLC | 59,479 | $1.60M | 0.4% | -12.9% | 0.012% | |
| 5/21/2025 | McAdam LLC | 245,856 | $6.61M | 0.4% | -13.6% | 0.051% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 107,448 | $2.89M | 0.1% | +272.9% | 0.022% | |
| 5/20/2025 | Belpointe Asset Management LLC | 44,833 | $1.21M | 0.1% | N/A | 0.009% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 44,833 | $1.21M | 0.2% | N/A | 0.009% | |
| 5/20/2025 | Focus Partners Wealth | 251,059 | $6.75M | 0.0% | +327.5% | 0.052% | |
| 5/20/2025 | Anchor Investment Management LLC | 39,730 | $1.07M | 0.1% | -3.4% | 0.008% | |
| 5/19/2025 | Jane Street Group LLC | 57,270 | $1.54M | 0.0% | -74.2% | 0.012% | |
| 5/19/2025 | SageView Advisory Group LLC | 19,255 | $518K | 0.0% | -13.0% | 0.004% | |
| 5/19/2025 | Advisory Alpha LLC | 996,621 | $26.79M | 0.9% | +1.6% | 0.205% | |
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| 5/19/2025 | Client 1ST Advisory Group LLC | 9,884 | $266K | 0.1% | -6.3% | 0.002% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 29,361 | $790K | 0.1% | N/A | 0.006% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 74,053 | $1.99M | 0.1% | +77.1% | 0.015% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,360,446 | $63.47M | 0.0% | -7.5% | 0.487% | |
| 5/16/2025 | Nepc LLC | 5,736,286 | $154.25M | 4.3% | -24.9% | 1.182% | |
| 5/16/2025 | NewEdge Advisors LLC | 85,804 | $2.31M | 0.0% | -9.6% | 0.018% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 141,182 | $3.80M | 0.0% | +42.5% | 0.029% | |
| 5/16/2025 | Greenline Partners LLC | 631,789 | $17.79M | 2.6% | -63.9% | 0.130% | |
| 5/16/2025 | Alliancebernstein L.P. | 7,610,439 | $204.65M | 0.1% | -0.4% | 1.569% | |
| 5/16/2025 | AQR Capital Management LLC | 76,197 | $2.05M | 0.0% | +180.7% | 0.016% | |
| 5/16/2025 | Algorithmic Investment Models LLC | 59,700 | $1.61M | 1.2% | +1.9% | 0.012% | |
| 5/16/2025 | American Trust Investment Advisors LLC | 210,346 | $5.66M | 2.4% | -2.2% | 0.043% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 29,738 | $800K | 0.0% | +28.3% | 0.006% | |
| 5/15/2025 | Royal Bank of Canada | 256,556 | $6.90M | 0.0% | -14.1% | 0.053% | |
| 5/15/2025 | Betterment LLC | 37,436 | $1.01M | 0.0% | -4.0% | 0.008% | |
| 5/15/2025 | MAI Capital Management | 6,254 | $168K | 0.0% | -6.1% | 0.001% | |
| 5/15/2025 | Calton & Associates Inc. | 14,953 | $402K | 0.1% | N/A | 0.003% | |
| 5/15/2025 | Hayek Kallen Investment Management | 40,550 | $1.09M | 0.4% | -6.2% | 0.008% | |
| 5/15/2025 | Baird Financial Group Inc. | 38,193 | $1.03M | 0.0% | N/A | 0.008% | |
| 5/15/2025 | WPG Advisers LLC | 6,103 | $164K | 0.2% | N/A | 0.001% | |
| 5/15/2025 | Tortoise Investment Management LLC | 642,118 | $17.27M | 1.8% | +37.5% | 0.132% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 335,471 | $9.02M | 0.9% | +6.0% | 0.069% | |
| 5/14/2025 | CreativeOne Wealth LLC | 252,415 | $6.79M | 0.2% | +3.3% | 0.052% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 11,193 | $301K | 0.0% | +11.4% | 0.002% | |
| 5/14/2025 | Full Sail Capital LLC | 1,643,225 | $44.19M | 2.9% | +2.2% | 0.339% | |
| 5/14/2025 | Bakala Capital LLC | 36,566 | $983K | 5.6% | +20.9% | 0.008% | |
| 5/14/2025 | Comerica Bank | 92,420 | $2.49M | 0.0% | -10.0% | 0.019% | |
| 5/14/2025 | Napa Wealth Management | 97,105 | $2.61M | 1.5% | N/A | 0.020% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 30,738 | $823K | 0.1% | +125.1% | 0.006% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 130,987 | $3.52M | 0.0% | +382.4% | 0.027% | |
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 |
| 5/14/2025 | Jasper Ridge Partners L.P. | 7,808,873 | $209.98M | 6.7% | +3.8% | 1.610% | |
| 5/14/2025 | Kestra Advisory Services LLC | 100,475 | $2.70M | 0.0% | -31.0% | 0.021% | |
| 5/14/2025 | Strategic Financial Planning Inc. | 48,411 | $1.30M | 0.9% | -3.5% | 0.010% | |
| 5/14/2025 | Compound Planning Inc. | 27,249 | $733K | 0.0% | -39.9% | 0.006% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,526,251 | $68.07M | 0.0% | -19.4% | 0.521% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 23,889 | $642K | 0.0% | -20.4% | 0.005% | |
| 5/14/2025 | CW Advisors LLC | 108,586 | $2.92M | 0.0% | -4.3% | 0.022% | |
| 5/14/2025 | Summit Financial LLC | 294,631 | $7.92M | 0.2% | -0.8% | 0.061% | |
| 5/14/2025 | Accredited Wealth Management LLC | 16,592 | $446K | 0.4% | -21.8% | 0.003% | |
| 5/14/2025 | VanderPol Investments L.L.C. | 28,654 | $770K | 1.6% | +97.8% | 0.006% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 40,405 | $1.09M | 0.5% | -9.1% | 0.008% | |
| 5/14/2025 | Capital Analysts LLC | 184,933 | $4.97M | 0.2% | +151.2% | 0.038% | |
| 5/14/2025 | Venture Visionary Partners LLC | 11,033 | $297K | 0.0% | -38.9% | 0.002% | |
| 5/14/2025 | Laraway Financial Advisors Inc | 23,727 | $638K | 0.5% | -2.3% | 0.005% | |
| 5/14/2025 | Korea Investment CORP | 896,446 | $24.11M | 0.1% | -22.7% | 0.185% | |
| 5/13/2025 | Ethos Financial Group LLC | 68,691 | $1.82M | 0.2% | -63.5% | 0.014% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 215,594 | $5.80M | 0.1% | +0.6% | 0.044% | |
| 5/13/2025 | Raymond James Financial Inc. | 764,480 | $20.56M | 0.0% | +3.8% | 0.156% | |
| 5/13/2025 | Oder Investment Management LLC | 22,242 | $598K | 0.5% | +3.6% | 0.005% | |
| 5/13/2025 | EverSource Wealth Advisors LLC | 20,848 | $561K | 0.0% | -5.9% | 0.004% | |
| 5/13/2025 | State Farm Mutual Automobile Insurance Co. | 8,478 | $228K | 0.0% | +1,271.8% | 0.002% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 109,632 | $2.95M | 0.1% | -5.2% | 0.022% | |
| 5/13/2025 | NFP Retirement Inc. | 83,913 | $2.26M | 0.2% | +5.2% | 0.017% | |
| 5/13/2025 | Brooklyn FI LLC | 8,192 | $220K | 0.1% | N/A | 0.002% | |
| 5/13/2025 | Rock Creek Group LP | 192,094 | $5.17M | 0.6% | +52.5% | 0.039% | |
| 5/13/2025 | HighTower Advisors LLC | 777,552 | $20.91M | 0.0% | +99.2% | 0.159% | |
| 5/13/2025 | Trajan Wealth LLC | 265,934 | $7.15M | 0.4% | +2.1% | 0.054% | |
| 5/13/2025 | Peak Financial Management Inc. | 488,206 | $13.13M | 3.9% | +3.4% | 0.100% | |
| 5/12/2025 | Kohmann Bosshard Financial Services LLC | 1,235,816 | $33.24M | 3.9% | +4.5% | 0.252% | |
| 5/12/2025 | Financial Engines Advisors L.L.C. | 563,762 | $15.16M | 0.0% | -2.7% | 0.115% | |
| 5/12/2025 | SouthState Corp | 3,250 | $87K | 0.0% | N/A | 0.001% | |
| 5/12/2025 | White Lighthouse Investment Management Inc. | 88,203 | $2.37M | 0.4% | -3.9% | 0.018% | |
| 5/12/2025 | Atlas Capital Advisors Inc. | 4,094 | $110K | 0.0% | +31.9% | 0.001% | |
| 5/12/2025 | JPMorgan Chase & Co. | 17,556,656 | $472.10M | 0.0% | +1,240.8% | 3.587% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 79,396 | $2.14M | 0.2% | +7.5% | 0.016% | |
| 5/12/2025 | Summit Financial Strategies Inc. | 106,993 | $2.88M | 0.3% | +13.0% | 0.022% | |
| 5/12/2025 | Bristlecone Advisors LLC | 4,077 | $110K | 0.0% | -15.1% | 0.001% | |
| 5/12/2025 | Savvy Advisors Inc. | 13,115 | $353K | 0.0% | -51.6% | 0.003% | |
| 5/12/2025 | National Bank of Canada FI | 86,181 | $2.32M | 0.0% | +9,267.5% | 0.018% | |
| 5/12/2025 | Citigroup Inc. | 789,726 | $21.24M | 0.0% | -6.1% | 0.161% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 412,901 | $11.10M | 0.4% | -39.7% | 0.084% | |
| 5/12/2025 | Alesco Advisors LLC | 5,501,679 | $147.94M | 4.6% | -1.2% | 1.124% | |
| 5/12/2025 | WealthPlan Investment Management LLC | 20,474 | $551K | 0.1% | -4.4% | 0.004% | |
| 5/9/2025 | Altfest L J & Co. Inc. | 1,433,926 | $38.56M | 4.8% | +100.8% | 0.293% | |
| 5/9/2025 | Foster Dykema Cabot & Partners LLC | 2,072 | $56K | 0.0% | -31.1% | 0.000% | |
| 5/9/2025 | Citizens Financial Group Inc. RI | 279,580 | $7.52M | 0.1% | N/A | 0.057% | |
| 5/9/2025 | Fi3 FINANCIAL ADVISORS LLC | 300,117 | $8.07M | 3.3% | +28.3% | 0.061% | |
| 5/9/2025 | WealthShield Partners LLC | 2,633 | $71K | 0.0% | -18.6% | 0.001% | |
| 5/9/2025 | Exencial Wealth Advisors LLC | 183,989 | $4.95M | 0.2% | -2.1% | 0.038% | |
| 5/9/2025 | Clear Investment Research LLC | 40,854 | $1.10M | 1.5% | -3.6% | 0.008% | |
Musk’s Project Colossus could mint millionaires (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 |
| 5/9/2025 | Wealthspire Advisors LLC | 945,964 | $25.44M | 0.2% | +92.9% | 0.193% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 28,349 | $762K | 0.0% | -66.5% | 0.006% | |
| 5/9/2025 | Empower Advisory Group LLC | 40,669,805 | $1.09B | 3.6% | +6.2% | 8.308% | |
| 5/9/2025 | Advyzon Investment Management LLC | 101,048 | $2.72M | 1.1% | +393.2% | 0.021% | |
| 5/9/2025 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 20,809 | $560K | 0.1% | N/A | 0.004% | |
| 5/9/2025 | SGL Investment Advisors Inc. | 16,558 | $438K | 0.2% | +24.9% | 0.003% | |
| 5/9/2025 | Blair William & Co. IL | 12,801 | $344K | 0.0% | -4.7% | 0.003% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 177,160 | $4.76M | 0.0% | -13.1% | 0.036% | |
| 5/8/2025 | IFG Advisory LLC | 24,276 | $653K | 0.0% | -2.6% | 0.005% | |
| 5/8/2025 | Schiavi & Co LLC | 12,015 | $323K | 0.1% | +14.0% | 0.002% | |
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