6/13/2025 | Optima Capital LLC | 5,928 | $880K | 0.6% | -7.6% | 0.017% | |
6/3/2025 | Invst LLC | 39,899 | $5.92M | 0.8% | -23.1% | 0.118% | |
6/2/2025 | Modern Wealth Management LLC | 1,401 | $208K | 0.0% | -8.0% | 0.004% | |
5/27/2025 | Advisors Capital Management LLC | 20,005 | $2.97M | 0.0% | +0.5% | 0.059% | |
5/21/2025 | Beacon Capital Management Inc. | 259,550 | $41.08M | 2.0% | -76.3% | 0.766% | |
5/21/2025 | McAdam LLC | 1,686 | $250K | 0.0% | -30.2% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 6,909 | $1.03M | 0.0% | -32.5% | 0.020% | |
5/20/2025 | Anchor Investment Management LLC | 18,182 | $2.70M | 0.3% | +2.1% | 0.054% | |
5/19/2025 | Jane Street Group LLC | 6,577 | $976K | 0.0% | N/A | 0.019% | |
5/16/2025 | Goldman Sachs Group Inc. | 97,025 | $14.40M | 0.0% | -1.0% | 0.286% | |
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5/16/2025 | Cape Investment Advisory Inc. | 1,056 | $157K | 0.1% | -5.7% | 0.003% | |
5/16/2025 | Jones Financial Companies Lllp | 18,082 | $2.68M | 0.0% | -23.3% | 0.053% | |
5/16/2025 | Sepio Capital LP | 2,226 | $330K | 0.0% | +37.0% | 0.007% | |
5/16/2025 | Redwood Financial Network Corp | 1,996 | $296K | 0.2% | -3.3% | 0.006% | |
5/16/2025 | NewEdge Advisors LLC | 3,204 | $475K | 0.0% | -4.0% | 0.009% | |
5/16/2025 | Integrated Wealth Concepts LLC | 13,627 | $2.02M | 0.0% | -34.6% | 0.040% | |
5/16/2025 | AQR Capital Management LLC | 5,115 | $759K | 0.0% | +15.2% | 0.015% | |
5/16/2025 | Aprio Wealth Management LLC | 12,612 | $1.87M | 0.2% | -17.9% | 0.037% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 68,498 | $10.16M | 0.1% | +29.8% | 0.202% | |
5/15/2025 | Cubist Systematic Strategies LLC | 10,771 | $1.60M | 0.0% | +50.4% | 0.032% | |
5/15/2025 | Royal Bank of Canada | 102,208 | $15.17M | 0.0% | -28.5% | 0.302% | |
5/15/2025 | MAI Capital Management | 8,603 | $1.28M | 0.0% | +9.6% | 0.025% | |
5/15/2025 | Baird Financial Group Inc. | 76,642 | $11.37M | 0.0% | -3.2% | 0.226% | |
5/15/2025 | The Manufacturers Life Insurance Company | 107,475 | $15.95M | 0.0% | -1.1% | 0.317% | |
5/15/2025 | Tortoise Investment Management LLC | 937 | $139K | 0.0% | -7.3% | 0.003% | |
5/15/2025 | Trexquant Investment LP | 3,122 | $463K | 0.0% | +18.6% | 0.009% | |
5/15/2025 | Hanover Advisors Inc. | 4,952 | $735K | 0.3% | -3.4% | 0.015% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 1,450 | $215K | 0.0% | -4.5% | 0.004% | |
5/14/2025 | Ieq Capital LLC | 1,958 | $291K | 0.0% | N/A | 0.006% | |
5/14/2025 | Full Sail Capital LLC | 118,272 | $17.55M | 1.1% | -4.0% | 0.349% | |
5/14/2025 | Comerica Bank | 18,969 | $2.82M | 0.0% | -6.6% | 0.056% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 64,492 | $9.57M | 0.0% | +166.8% | 0.190% | |
5/14/2025 | Trinity Legacy Partners LLC | 19,405 | $3.04M | 0.8% | +8.9% | 0.057% | |
5/14/2025 | RPG Investment Advisory LLC | 3,226 | $479K | 0.0% | +96.9% | 0.010% | |
5/14/2025 | Ameriprise Financial Inc. | 303,821 | $45.09M | 0.0% | +0.6% | 0.896% | |
5/14/2025 | Bragg Financial Advisors Inc | 3,492 | $518K | 0.0% | -4.4% | 0.010% | |
5/14/2025 | CW Advisors LLC | 14,946 | $2.22M | 0.0% | -16.9% | 0.044% | |
5/14/2025 | Summit Financial LLC | 4,950 | $735K | 0.0% | +88.9% | 0.015% | |
5/14/2025 | PGIM Custom Harvest LLC | 1,809,096 | $268.45M | 6.4% | -0.4% | 5.338% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 12,499 | $1.86M | 0.1% | -8.7% | 0.037% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
5/14/2025 | Nan Shan Life Insurance Co. Ltd. | 55,000 | $8.16M | 0.2% | -52.6% | 0.162% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 2,362 | $350K | 0.0% | -9.4% | 0.007% | |
5/13/2025 | Raymond James Financial Inc. | 236,232 | $35.06M | 0.0% | -1.2% | 0.697% | |
5/13/2025 | Cresset Asset Management LLC | 9,717 | $1.44M | 0.0% | -4.2% | 0.029% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 2,767 | $411K | 0.0% | N/A | 0.008% | |
5/13/2025 | Anfield Capital Management LLC | 17,384 | $2.58M | 1.0% | N/A | 0.051% | |
5/13/2025 | HighTower Advisors LLC | 72,010 | $10.69M | 0.0% | -1.4% | 0.212% | |
5/13/2025 | Elevation Capital Advisory LLC | 6,477 | $961K | 0.4% | -36.9% | 0.019% | |
5/12/2025 | AGF Management Ltd. | 93,244 | $13.84M | 0.1% | -0.7% | 0.275% | |
5/12/2025 | PCG Asset Management LLC | 4,015 | $596K | 0.6% | -10.3% | 0.012% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 38,564 | $5.72M | 3.6% | +0.5% | 0.114% | |
5/12/2025 | Meridian Wealth Management LLC | 1,475 | $219K | 0.0% | -8.6% | 0.004% | |
5/12/2025 | Campion Asset Management | 17,773 | $2.64M | 2.0% | -0.9% | 0.052% | |
5/12/2025 | Strengthening Families & Communities LLC | 196 | $29K | 0.0% | -87.5% | 0.001% | |
5/12/2025 | Astor Investment Management LLC | 32,048 | $4.76M | 2.5% | +12.6% | 0.095% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 10,223 | $1.52M | 0.3% | -0.9% | 0.030% | |
5/12/2025 | Atlas Capital Advisors Inc. | 44,996 | $6.68M | 0.8% | -6.0% | 0.133% | |
5/12/2025 | JPMorgan Chase & Co. | 2,158,056 | $320.23M | 0.0% | -3.5% | 6.368% | |
5/12/2025 | Condor Capital Management | 2,822 | $419K | 0.0% | +11.5% | 0.008% | |
5/12/2025 | Founders Financial Alliance LLC | 571 | $85K | 0.0% | -25.9% | 0.002% | |
5/12/2025 | Savvy Advisors Inc. | 1,459 | $217K | 0.0% | -9.3% | 0.004% | |
5/12/2025 | National Bank of Canada FI | 24,325 | $3.61M | 0.0% | N/A | 0.072% | |
5/12/2025 | AlphaCore Capital LLC | 587 | $87K | 0.0% | N/A | 0.002% | |
5/12/2025 | WBH Advisory Inc. | 30,925 | $4.59M | 0.4% | -0.3% | 0.091% | |
5/9/2025 | Altfest L J & Co. Inc. | 14,600 | $2.17M | 0.3% | -89.6% | 0.043% | |
5/9/2025 | Citizens Financial Group Inc. RI | 6,377 | $946K | 0.0% | +10.0% | 0.019% | |
5/9/2025 | Atria Wealth Solutions Inc. | 57,527 | $8.54M | 0.1% | -24.5% | 0.170% | |
5/9/2025 | Empower Advisory Group LLC | 266,937 | $39.61M | 0.1% | -9.1% | 0.788% | |
5/9/2025 | Blair William & Co. IL | 2,094 | $311K | 0.0% | -8.5% | 0.006% | |
5/9/2025 | Scotia Capital Inc. | 9,489 | $1.41M | 0.0% | +10.8% | 0.028% | |
5/9/2025 | PNC Financial Services Group Inc. | 74,554 | $11.06M | 0.0% | -12.1% | 0.220% | |
5/8/2025 | TIAA Trust National Association | 6,827 | $1.01M | 0.0% | -2.4% | 0.020% | |
5/8/2025 | Commerce Bank | 3,176 | $471K | 0.0% | +7.1% | 0.009% | |
5/8/2025 | Jefferies Financial Group Inc. | 2,390 | $355K | 0.0% | +4.6% | 0.007% | |
5/8/2025 | Harbour Investments Inc. | 20,241 | $3.00M | 0.1% | -4.4% | 0.060% | |
5/8/2025 | Hoxton Planning & Management LLC | 2,265 | $336K | 0.1% | N/A | 0.007% | |
5/8/2025 | Eastern Bank | 736 | $109K | 0.0% | N/A | 0.002% | |
5/7/2025 | Foundations Investment Advisors LLC | 384,758 | $57.09M | 1.1% | N/A | 1.135% | |
5/7/2025 | LPL Financial LLC | 253,985 | $37.69M | 0.0% | +1.5% | 0.749% | |
5/7/2025 | HB Wealth Management LLC | 11,359 | $1.69M | 0.0% | +1.2% | 0.034% | |
5/7/2025 | GLOBALT Investments LLC GA | 2,820 | $418K | 0.0% | -9.7% | 0.008% | |
5/7/2025 | Brandywine Oak Private Wealth LLC | 11,039 | $1.64M | 0.2% | -1.2% | 0.033% | |
5/6/2025 | McCollum Christoferson Group LLC | 1,961 | $291K | 0.1% | -13.3% | 0.006% | |
5/6/2025 | Assetmark Inc. | 35,650 | $5.29M | 0.0% | -18.1% | 0.105% | |
5/6/2025 | Cetera Investment Advisers | 224,022 | $33.24M | 0.1% | +2.9% | 0.661% | |
5/6/2025 | Avantax Advisory Services Inc. | 22,536 | $3.34M | 0.0% | -1.8% | 0.066% | |
5/6/2025 | Brookwood Investment Group LLC | 3,369 | $500K | 0.1% | N/A | 0.010% | |
5/6/2025 | Kovack Advisors Inc. | 7,403 | $1.10M | 0.1% | -3.0% | 0.022% | |
5/6/2025 | Pinnacle Associates Ltd. | 23,704 | $3.52M | 0.1% | -2.4% | 0.070% | |
5/6/2025 | Financial & Tax Architects LLC | 5,384 | $799K | 0.2% | +10.4% | 0.016% | |
Utah’s New Oil Find (Ad) The Real Reason 218,000 Acres Just Vanished
The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake. Find out why this could be the most lucrative "underground" energy story in America |
5/6/2025 | AE Wealth Management LLC | 1,788 | $265K | 0.0% | +9.3% | 0.005% | |
5/6/2025 | KDK Private Wealth Management LLC | 6,554 | $973K | 1.1% | -2.3% | 0.019% | |
5/6/2025 | Choreo LLC | 1,583 | $235K | 0.0% | -10.1% | 0.005% | |
5/5/2025 | Gries Financial LLC | 1,522 | $226K | 0.0% | -24.2% | 0.004% | |
5/5/2025 | Conservest Capital Advisors Inc. | 70,137 | $10.41M | 1.1% | +1.8% | 0.207% | |
5/5/2025 | Kestra Private Wealth Services LLC | 2,426 | $360K | 0.0% | -13.5% | 0.007% | |
5/5/2025 | Fountainhead AM LLC | 2,167 | $322K | 0.1% | -46.7% | 0.006% | |
5/5/2025 | Morningstar Investment Services LLC | 5,350 | $794K | 0.1% | -89.6% | 0.016% | |
5/5/2025 | Csenge Advisory Group | 8,509 | $1.18M | 0.1% | -3.2% | 0.025% | |
5/5/2025 | Private Advisor Group LLC | 12,475 | $1.85M | 0.0% | +1.4% | 0.037% | |