8/14/2025 | MGB Wealth Management LLC | 89,775 | $1.81M | 0.6% | +2.1% | 0.254% | |
8/14/2025 | Raymond James Financial Inc. | 813,702 | $16.44M | 0.0% | -13.3% | 2.300% | |
8/14/2025 | Quantinno Capital Management LP | 27,165 | $549K | 0.0% | N/A | 0.077% | |
8/14/2025 | NewEdge Advisors LLC | 91,113 | $1.84M | 0.0% | -10.2% | 0.258% | |
8/14/2025 | Qube Research & Technologies Ltd | 64,929 | $1.31M | 0.0% | +39.8% | 0.184% | |
8/13/2025 | Baird Financial Group Inc. | 313,002 | $6.32M | 0.0% | +10.6% | 0.885% | |
8/13/2025 | Invesco Ltd. | 446,703 | $9.02M | 0.0% | +2.2% | 1.263% | |
8/13/2025 | Plan Group Financial LLC | 49,763 | $1.01M | 0.3% | +38.9% | 0.141% | |
8/13/2025 | Beacon Pointe Advisors LLC | 22,628 | $457K | 0.0% | N/A | 0.064% | |
8/13/2025 | Quantbot Technologies LP | 9,047 | $183K | 0.0% | -7.6% | 0.026% | |
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8/13/2025 | Legacy Capital Wealth Partners LLC | 66,037 | $1.33M | 0.3% | -2.7% | 0.187% | |
8/13/2025 | Virtus Investment Advisers LLC | 41,255 | $833K | 0.3% | -2.7% | 0.117% | |
8/13/2025 | Level Four Advisory Services LLC | 30,487 | $616K | 0.0% | -14.0% | 0.086% | |
8/12/2025 | Advisors Asset Management Inc. | 154,610 | $3.12M | 0.1% | -27.5% | 0.445% | |
8/12/2025 | Laurel Wealth Advisors LLC | 31,755 | $641K | 0.0% | +7,588.9% | 0.091% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 25,284 | $511K | 0.0% | +7.9% | 0.073% | |
8/12/2025 | Franklin Resources Inc. | 167,016 | $3.37M | 0.0% | -0.4% | 0.481% | |
8/12/2025 | Legal & General Group Plc | 228,512 | $4.62M | 0.0% | +0.9% | 0.658% | |
8/12/2025 | JPMorgan Chase & Co. | 4,398 | $89K | 0.0% | -66.7% | 0.013% | |
8/11/2025 | Greenland Capital Management LP | 53,190 | $1.07M | 0.1% | -9.4% | 0.153% | |
8/8/2025 | Cetera Investment Advisers | 370,335 | $7.48M | 0.0% | +10.4% | 1.066% | |
8/8/2025 | Accredited Investors Inc. | 20,000 | $404K | 0.0% | N/A | 0.058% | |
8/7/2025 | PFG Advisors | 188,495 | $3.81M | 0.1% | +3.8% | 0.543% | |
8/7/2025 | Campbell & CO Investment Adviser LLC | 23,049 | $466K | 0.0% | -34.4% | 0.066% | |
8/6/2025 | Ethos Financial Group LLC | 137,365 | $2.78M | 0.2% | +2.2% | 0.396% | |
8/6/2025 | First Horizon Advisors Inc. | 2,658 | $54K | 0.0% | +154.8% | 0.008% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 2,739 | $55K | 0.0% | -37.0% | 0.008% | |
8/5/2025 | Palogic Value Management L.P. | 69,101 | $1.40M | 0.6% | +2.7% | 0.199% | |
8/4/2025 | Muzinich & Co. Inc. | 190,228 | $3.84M | 1.7% | +106.5% | 0.548% | |
8/4/2025 | MeadowBrook Investment Advisors LLC | 2,850 | $58K | 0.1% | +90.0% | 0.008% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 62,361 | $1.26M | 0.0% | +473.0% | 0.180% | |
8/1/2025 | Koss Olinger Consulting LLC | 16,153 | $326K | 0.0% | N/A | 0.047% | |
8/1/2025 | Envestnet Asset Management Inc. | 359,415 | $7.26M | 0.0% | +10.8% | 1.035% | |
7/31/2025 | Optimum Investment Advisors | 20,393 | $412K | 0.2% | +9.3% | 0.059% | |
7/31/2025 | MQS Management LLC | 36,583 | $739K | 0.4% | -20.3% | 0.105% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 152,463 | $3.08M | 0.0% | +68.5% | 0.439% | |
7/30/2025 | D.A. Davidson & CO. | 115,872 | $2.34M | 0.0% | +159.1% | 0.334% | |
7/29/2025 | Novare Capital Management LLC | 190,275 | $3.84M | 0.3% | +0.6% | 0.548% | |
7/29/2025 | Stratos Wealth Partners LTD. | 26,200 | $529K | 0.0% | +61.7% | 0.075% | |
7/25/2025 | Atria Wealth Solutions Inc. | 10,089 | $204K | 0.0% | N/A | 0.029% | |
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7/23/2025 | Columbus Macro LLC | 322,543 | $6.52M | 0.8% | +12.1% | 0.929% | |
7/18/2025 | Truist Financial Corp | 45,703 | $909K | 0.0% | -2.7% | 0.132% | |
7/17/2025 | Sound Income Strategies LLC | 1,898 | $38K | 0.0% | -63.3% | 0.005% | |
7/17/2025 | GraniteShares Advisors LLC | 132,532 | $2.68M | 1.6% | +6.7% | 0.382% | |
7/16/2025 | Eagle Global Advisors LLC | 22,325 | $451K | 0.0% | +56.0% | 0.064% | |
7/15/2025 | Riverbridge Partners LLC | 38,975 | $787K | 0.0% | +3.9% | 0.112% | |
7/14/2025 | Golden State Equity Partners | 15,740 | $318K | 0.1% | N/A | 0.045% | |
7/14/2025 | AdvisorNet Financial Inc | 1,728 | $35K | 0.0% | +137.4% | 0.005% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 27,409,759 | $549.14M | 0.1% | N/A | 78.918% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 20,462 | $425K | 0.0% | +13.4% | 0.059% | |
7/10/2025 | Atticus Wealth Management LLC | 3,816 | $77K | 0.0% | N/A | 0.011% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 77,618 | $1.57M | 0.6% | +2.0% | 0.223% | |
7/8/2025 | Davis Investment Partners LLC | 77,104 | $1.57M | 0.6% | -5.6% | 0.222% | |
5/19/2025 | Jane Street Group LLC | 23,318 | $475K | 0.0% | N/A | 0.067% | |
5/19/2025 | Palogic Value Management L.P. | 67,317 | $1.37M | 0.6% | +5.5% | 0.194% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 13,248 | $270K | 0.0% | N/A | 0.038% | |
5/16/2025 | NewEdge Advisors LLC | 101,502 | $2.07M | 0.0% | -16.3% | 0.292% | |
5/16/2025 | Advisors Asset Management Inc. | 213,370 | $4.35M | 0.1% | +3.3% | 0.614% | |
5/15/2025 | Royal Bank of Canada | 11,434 | $233K | 0.0% | -18.4% | 0.033% | |
5/15/2025 | Quarry LP | 1,380 | $28K | 0.0% | N/A | 0.004% | |
5/15/2025 | Baird Financial Group Inc. | 283,093 | $5.77M | 0.0% | +46.1% | 0.815% | |
5/15/2025 | Palogic Value Management L.P. | 67,317 | $1.37M | 0.6% | +5.5% | 0.194% | |
5/15/2025 | Trexquant Investment LP | 48,890 | $997K | 0.0% | -41.8% | 0.141% | |
5/14/2025 | Quantbot Technologies LP | 9,796 | $200K | 0.0% | N/A | 0.028% | |
5/13/2025 | Ethos Financial Group LLC | 134,384 | $2.74M | 0.3% | N/A | 0.387% | |
5/13/2025 | Raymond James Financial Inc. | 938,126 | $19.13M | 0.0% | -4.0% | 2.701% | |
5/13/2025 | HighTower Advisors LLC | 90,668 | $1.85M | 0.0% | +3.0% | 0.261% | |
5/12/2025 | Eagle Global Advisors LLC | 14,310 | $292K | 0.0% | +36.2% | 0.041% | |
5/12/2025 | Virtu Financial LLC | 51,264 | $1.05M | 0.1% | N/A | 0.148% | |
5/12/2025 | Invesco Ltd. | 437,066 | $8.91M | 0.0% | -19.1% | 1.258% | |
5/9/2025 | Plan Group Financial LLC | 35,839 | $731K | 0.3% | +125.8% | 0.103% | |
5/7/2025 | Mackenzie Financial Corp | 19,710 | $402K | 0.0% | N/A | 0.057% | |
5/7/2025 | LPL Financial LLC | 85,985 | $1.75M | 0.0% | +8.1% | 0.248% | |
5/6/2025 | Cetera Investment Advisers | 335,498 | $6.84M | 0.0% | +10.6% | 0.966% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 10,884 | $222K | 0.0% | -11.2% | 0.031% | |
5/6/2025 | PFG Advisors | 181,656 | $3.70M | 0.2% | -0.8% | 0.523% | |
5/6/2025 | WT Wealth Management | 53,376 | $1.09M | 0.4% | -3.7% | 0.154% | |
5/5/2025 | Private Advisor Group LLC | 11,411 | $233K | 0.0% | +17.9% | 0.033% | |
5/5/2025 | Muzinich & Co. Inc. | 92,121 | $1.88M | 1.1% | +11.0% | 0.265% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 67,859 | $1.38M | 0.3% | -4.3% | 0.195% | |
5/1/2025 | MQS Management LLC | 45,889 | $936K | 0.5% | N/A | 0.132% | |
4/30/2025 | MeadowBrook Investment Advisors LLC | 1,500 | $31K | 0.0% | -41.5% | 0.004% | |
4/30/2025 | Stratos Wealth Partners LTD. | 16,200 | $330K | 0.0% | +28.8% | 0.047% | |
4/29/2025 | Envestnet Asset Management Inc. | 324,277 | $6.61M | 0.0% | +7.8% | 0.934% | |
4/29/2025 | Hexagon Capital Partners LLC | 3,615 | $74K | 0.0% | -88.7% | 0.010% | |
4/29/2025 | Capital Investment Advisory Services LLC | 74,163 | $1.51M | 0.1% | +13.0% | 0.214% | |
4/28/2025 | D.A. Davidson & CO. | 44,727 | $912K | 0.0% | +42.5% | 0.129% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 90,486 | $1.85M | 0.0% | +11.3% | 0.261% | |
4/22/2025 | TrueMark Investments LLC | 11,462 | $234K | 0.1% | -85.3% | 0.033% | |
4/21/2025 | ORG Partners LLC | 1,416 | $29K | 0.0% | N/A | 0.004% | |
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In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
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4/21/2025 | Riverbridge Partners LLC | 37,505 | $765K | 0.0% | +10.1% | 0.108% | |
4/18/2025 | Cornerstone Wealth Management LLC | 25,208 | $514K | 0.0% | +17.7% | 0.073% | |
4/17/2025 | Columbus Macro LLC | 287,622 | $5.87M | 0.8% | +7.8% | 0.828% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 18,045 | $368K | 0.0% | +36.0% | 0.052% | |
4/16/2025 | GraniteShares Advisors LLC | 124,249 | $2.53M | 1.6% | +6.5% | 0.358% | |
4/15/2025 | Davis Investment Partners LLC | 81,653 | $1.67M | 0.7% | -7.5% | 0.241% | |
4/15/2025 | Capital Advisory Group Advisory Services LLC | 76,109 | $1.55M | 0.6% | -1.4% | 0.224% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 13,267 | $279K | 0.0% | +8.2% | 0.039% | |
3/12/2025 | Palogic Value Management L.P. | 63,822 | $1.34M | 0.0% | +11.9% | 0.188% | |
2/17/2025 | Two Sigma Advisers LP | 219,713 | $4.62M | 0.0% | -36.7% | 0.648% | |