12/19/2024 | Independent Solutions Wealth Management LLC | 10,170 | $853K | 0.2% | -3.3% | 0.001% | |
12/19/2024 | Principal Financial Group Inc. | 1,451,249 | $121.67M | 0.1% | +4.3% | 0.116% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 20,006 | $1.68M | 0.0% | -43.9% | 0.002% | |
12/13/2024 | Exome Asset Management LLC | 50,000 | $4.19M | 2.8% | N/A | 0.004% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 2,883 | $242K | 0.1% | N/A | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 3,574 | $300K | 0.1% | -29.5% | 0.000% | |
|
12/10/2024 | Garden State Investment Advisory Services LLC | 2,633 | $221K | 0.1% | N/A | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 761,854 | $63.87M | 0.2% | -6.2% | 0.061% | |
11/29/2024 | American Trust | 27,059 | $2.27M | 0.2% | -18.6% | 0.002% | |
11/27/2024 | Franklin Resources Inc. | 2,241,354 | $190.61M | 0.1% | +22.8% | 0.180% | |
11/26/2024 | Tri Ri Asset Management Corp | 40,314 | $3.38M | 1.7% | N/A | 0.003% | |
11/26/2024 | Peapack Gladstone Financial Corp | 9,955 | $834K | 0.0% | -9.4% | 0.001% | |
11/25/2024 | Synovus Financial Corp | 37,265 | $3.12M | 0.0% | +99.6% | 0.003% | |
11/25/2024 | Tidal Investments LLC | 111,464 | $9.35M | 0.1% | +9.9% | 0.009% | |
11/25/2024 | Optimist Retirement Group LLC | 27,234 | $2.28M | 1.0% | +5.4% | 0.002% | |
11/25/2024 | Blankinship & Foster LLC | 12,000 | $1.01M | 0.2% | N/A | 0.001% | |
11/25/2024 | Cim Investment Management Inc. | 3,831 | $321K | 0.1% | -5.3% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 18,660 | $1.56M | 0.0% | +278.4% | 0.001% | |
11/25/2024 | Arvest Bank Trust Division | 115,226 | $9.66M | 0.6% | N/A | 0.009% | |
11/25/2024 | World Investment Advisors LLC | 25,999 | $2.18M | 0.1% | +33.6% | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 183,289 | $16.53M | 0.1% | +28.8% | 0.015% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 2,495 | $209K | 0.0% | N/A | 0.000% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 80,766 | $6.73M | 1.2% | -10.6% | 0.006% | |
11/21/2024 | SkyView Investment Advisors LLC | 8,482 | $711K | 0.1% | +5.4% | 0.001% | |
11/21/2024 | Tri Ri Asset Management Corp | 40,314 | $3.16M | 3.5% | N/A | 0.003% | |
11/20/2024 | Westside Investment Management Inc. | 27,443 | $2.25M | 0.5% | +3.5% | 0.002% | |
11/20/2024 | Bard Financial Services Inc. | 30,095 | $2.52M | 0.3% | -8.2% | 0.002% | |
11/19/2024 | Citizens Business Bank | 6,647 | $557K | 0.1% | -3.0% | 0.001% | |
11/19/2024 | TCW Group Inc. | 29,934 | $2.51M | 0.0% | -83.2% | 0.002% | |
11/18/2024 | Rehmann Capital Advisory Group | 9,626 | $807K | 0.1% | +3.6% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 57,509 | $4.82M | 0.1% | +10.6% | 0.005% | |
11/18/2024 | Fortem Financial Group LLC | 6,263 | $525K | 0.2% | -30.0% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 93,388 | $7.83M | 0.1% | -5.8% | 0.007% | |
11/18/2024 | Toronto Dominion Bank | 639,972 | $53.66M | 0.1% | -4.0% | 0.051% | |
11/18/2024 | Empire Financial Management Company LLC | 2,600 | $218K | 0.1% | -18.8% | 0.000% | |
11/18/2024 | TT International Asset Management LTD | 15,000 | $1.26M | 0.2% | N/A | 0.001% | |
11/18/2024 | Coldstream Capital Management Inc. | 22,882 | $1.93M | 0.0% | +9.8% | 0.002% | |
11/18/2024 | Twin Lakes Capital Management LLC | 74,870 | $6.28M | 3.4% | -1.8% | 0.006% | |
11/18/2024 | Gould Capital LLC | 16,128 | $1.35M | 0.9% | +22.2% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 27,540,870 | $2.30B | 0.2% | +2.1% | 2.210% | |
If you see ONE chart today… make it this one (Ad) $1 Trillion…
That’s how much Big Tech is set to spend on AI investment in the coming months—according to Goldman Sachs.
This investment is driving an A.I. boom that’s being felt across many industries…
Including a specific group of energy tickers since A.I. data centers use a massive amount of power.
One of those tickers is CEG, up nearly 600% in the last 3 years…
Combined with the upcoming presidential election, we have the recipe for a major shakeup in the market.
You see, each time the U.S. elects a new president, one overlooked part of the energy sector tends to see a big move.
Fact is… this energy niche is BOOMING. And expects this underappreciated niche to continue rallying well into 2026. |
11/15/2024 | Brophy Wealth Management LLC | 15,203 | $1.28M | 0.5% | N/A | 0.001% | |
11/15/2024 | Vestcor Inc | 215,357 | $18.06M | 0.6% | -16.0% | 0.017% | |
11/15/2024 | Resources Management Corp CT ADV | 22,956 | $1.93M | 0.3% | -2.9% | 0.002% | |
11/15/2024 | M&T Bank Corp | 192,952 | $16.18M | 0.1% | +3.2% | 0.015% | |
11/15/2024 | Executive Wealth Management LLC | 2,644 | $222K | 0.0% | N/A | 0.000% | |
11/15/2024 | Abel Hall LLC | 6,191 | $519K | 0.3% | -3.1% | 0.000% | |
11/15/2024 | LRI Investments LLC | 811 | $75K | 0.0% | +289.9% | 0.000% | |
11/15/2024 | Geller Advisors LLC | 2,582 | $216K | 0.0% | N/A | 0.000% | |
11/15/2024 | Hamilton Capital LLC | 4,224 | $375K | 0.0% | +5.7% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 594,065 | $49.81M | 0.2% | -0.9% | 0.048% | |
11/15/2024 | Groupama Asset Managment | 60,043 | $50K | 0.0% | +71.1% | 0.005% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 866,970 | $72.69M | 0.2% | -10.1% | 0.070% | |
11/15/2024 | MML Investors Services LLC | 190,689 | $15.99M | 0.1% | +13.2% | 0.015% | |
11/15/2024 | Dunhill Financial LLC | 870 | $73K | 0.0% | +18.7% | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 86,802 | $7.28M | 0.2% | +0.7% | 0.007% | |
11/15/2024 | World Investment Advisors LLC | 455,608 | $38.20M | 0.2% | +2,240.8% | 0.037% | |
11/15/2024 | XTX Topco Ltd | 6,924 | $581K | 0.0% | N/A | 0.001% | |
11/15/2024 | Zacks Investment Management | 369,358 | $30.97M | 0.3% | +9.8% | 0.030% | |
11/15/2024 | Zega Financial LLC | 6,047 | $507K | 0.1% | N/A | 0.000% | |
11/15/2024 | Zurich Insurance Group Ltd FI | 273,685 | $22.95M | 0.2% | +791.5% | 0.022% | |
11/15/2024 | National Bank of Canada FI | 1,669,039 | $139.93M | 0.2% | -0.2% | 0.134% | |
11/15/2024 | Goldstream Capital Management Ltd | 1,246 | $104K | 0.0% | N/A | 0.000% | |
11/15/2024 | Glen Eagle Advisors LLC | 385 | $32K | 0.0% | -31.1% | 0.000% | |
11/15/2024 | iA Global Asset Management Inc. | 175,067 | $14.68M | 0.3% | +14.5% | 0.014% | |
11/15/2024 | EP Wealth Advisors LLC | 53,951 | $4.52M | 0.0% | +13.7% | 0.004% | |
11/15/2024 | United Services Automobile Association | 166,630 | $13.97M | 0.4% | -23.6% | 0.013% | |
11/15/2024 | Insigneo Advisory Services LLC | 9,096 | $763K | 0.1% | +3.0% | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 97,505 | $8.18M | 0.1% | +8.7% | 0.008% | |
11/15/2024 | Voya Financial Advisors Inc. | 2,569 | $215K | 0.0% | N/A | 0.000% | |
11/15/2024 | Wellington Management Group LLP | 34,600,676 | $2.90B | 0.5% | +50.9% | 2.776% | |
11/15/2024 | Worldquant Millennium Advisors LLC | 135,420 | $11.35M | 0.1% | -85.1% | 0.011% | |
11/15/2024 | Weiss Asset Management LP | 19,998 | $1.68M | 0.0% | N/A | 0.002% | |
11/15/2024 | Two Sigma Advisers LP | 2,487,800 | $208.58M | 0.5% | -60.2% | 0.200% | |
11/15/2024 | State Street Corp | 60,171,691 | $5.04B | 0.2% | +1.4% | 4.828% | |
11/15/2024 | Stifel Financial Corp | 1,822,064 | $152.76M | 0.2% | -0.1% | 0.146% | |
11/15/2024 | SageView Advisory Group LLC | 7,546 | $633K | 0.0% | -12.4% | 0.001% | |
11/15/2024 | Sarissa Capital Management LP | 763,333 | $64.00M | 15.9% | -30.8% | 0.061% | |
11/15/2024 | Quantinno Capital Management LP | 81,620 | $6.84M | 0.1% | +149.5% | 0.007% | |
11/15/2024 | Royal London Asset Management Ltd. | 876,982 | $73.53M | 0.2% | -2.5% | 0.070% | |
11/15/2024 | Redwood Investment Management LLC | 24,855 | $2.08M | 0.2% | -22.7% | 0.002% | |
11/15/2024 | Point72 Asset Management L.P. | 2,305,270 | $193.27M | 0.5% | +350.1% | 0.185% | |
11/15/2024 | Parkman Healthcare Partners LLC | 129,025 | $10.82M | 1.4% | +3.2% | 0.010% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 3,045 | $255K | 0.1% | -8.1% | 0.000% | |
11/15/2024 | Motley Fool Asset Management LLC | 58,425 | $4.90M | 0.3% | +6.1% | 0.005% | |
11/15/2024 | IHT Wealth Management LLC | 13,146 | $1.10M | 0.0% | +2.5% | 0.001% | |
11/15/2024 | Integrated Wealth Concepts LLC | 25,493 | $2.14M | 0.0% | -1.0% | 0.002% | |
11/15/2024 | Investment Management Corp of Ontario | 144,048 | $12.08M | 0.3% | +43.1% | 0.012% | |
11/15/2024 | Itau Unibanco Holding S.A. | 1,807 | $151K | 0.0% | -51.2% | 0.000% | |
11/15/2024 | Jacobs Levy Equity Management Inc. | 508,291 | $42.62M | 0.2% | -47.5% | 0.041% | |
11/15/2024 | Janus Henderson Group PLC | 1,761,561 | $147.69M | 0.1% | +5.9% | 0.141% | |
Could This Tiny Device Help You Make an Extra $30k a Year? (Ad) I believe it’s going to power Elon Musk’s next AI revolution…
A revolution he believes will be worth more than $9 trillion.
That’s nearly 10 times more money than the market caps of Tesla… SpaceX… PayPal… Neuralink… and X… COMBINED. Click here to see the details because I believe a lot of people will get rich. |
11/15/2024 | Harmony Asset Management LLC | 4,458 | $374K | 0.1% | +16.6% | 0.000% | |
11/15/2024 | HighTower Advisors LLC | 1,780,953 | $149.39M | 0.2% | +9.2% | 0.143% | |
11/15/2024 | Hilltop Holdings Inc. | 24,156 | $2.03M | 0.1% | +1.1% | 0.002% | |
11/15/2024 | Hollow Brook Wealth Management LLC | 4,434 | $372K | 0.1% | +23.2% | 0.000% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 5,090 | $427K | 0.1% | N/A | 0.000% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 673,412 | $56.46M | 0.2% | -1.8% | 0.054% | |
11/15/2024 | Cinctive Capital Management LP | 185,395 | $15.54M | 0.8% | N/A | 0.015% | |
11/15/2024 | Coastwise Capital Group LLC | 8,593 | $720K | 0.6% | +10.4% | 0.001% | |
11/15/2024 | Community Bank N.A. | 7,078 | $593K | 0.1% | -21.2% | 0.001% | |
11/15/2024 | Ascent Group LLC | 16,673 | $1.40M | 0.1% | +29.7% | 0.001% | |