12/19/2024 | Principal Financial Group Inc. | 409,670 | $140.03M | 0.1% | +0.1% | 0.125% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 47,848 | $16.25M | 0.5% | -14.7% | 0.015% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 624 | $213K | 0.1% | -6.7% | 0.000% | |
12/12/2024 | Legacy Wealth Management LLC MS | 24,982 | $8.54M | 3.1% | +0.7% | 0.008% | |
12/11/2024 | 1ST Source Bank | 22,182 | $7.58M | 0.4% | -0.9% | 0.007% | |
12/9/2024 | FFG Partners LLC | 17,359 | $5.93M | 2.1% | +1.2% | 0.005% | |
|
12/6/2024 | Retirement Systems of Alabama | 70,888 | $24.23M | 0.1% | -0.5% | 0.022% | |
12/3/2024 | Oddo BHF Asset Management Sas | 27,472 | $9.39M | 0.5% | N/A | 0.008% | |
12/3/2024 | Denver PWM LLC | 309 | $106K | 0.0% | -34.5% | 0.000% | |
12/3/2024 | Boulder Wealth Advisors LLC | 627 | $214K | 0.1% | N/A | 0.000% | |
12/2/2024 | Capasso Planning Partners LLC | 642 | $219K | 0.1% | N/A | 0.000% | |
11/26/2024 | Peapack Gladstone Financial Corp | 9,269 | $3.17M | 0.0% | +6.0% | 0.003% | |
11/25/2024 | Synovus Financial Corp | 39,605 | $13.54M | 0.2% | +2.0% | 0.012% | |
11/25/2024 | Tidal Investments LLC | 29,773 | $10.18M | 0.1% | +6.7% | 0.009% | |
11/25/2024 | Optimist Retirement Group LLC | 694 | $237K | 0.1% | -14.7% | 0.000% | |
11/25/2024 | Cim Investment Management Inc. | 2,635 | $901K | 0.3% | -4.1% | 0.001% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 7,730 | $2.64M | 0.0% | N/A | 0.002% | |
11/25/2024 | Sfmg LLC | 16,836 | $5.75M | 0.5% | +1.1% | 0.005% | |
11/25/2024 | World Investment Advisors LLC | 8,528 | $2.92M | 0.1% | +15.1% | 0.003% | |
11/25/2024 | Sanctuary Advisors LLC | 96,993 | $33.15M | 0.2% | +13.1% | 0.030% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 62,956 | $21.52M | 0.7% | -8.2% | 0.019% | |
11/20/2024 | Morse Asset Management Inc | 18,993 | $6.49M | 1.4% | -0.7% | 0.006% | |
11/20/2024 | SOA Wealth Advisors LLC. | 2,606 | $891K | 0.2% | +10.7% | 0.001% | |
11/20/2024 | Advisory Resource Group | 3,033 | $1.04M | 0.2% | -5.5% | 0.001% | |
11/20/2024 | Bard Financial Services Inc. | 7,780 | $2.66M | 0.3% | -4.6% | 0.002% | |
11/19/2024 | Citizens Business Bank | 23,434 | $8.01M | 1.6% | -0.6% | 0.007% | |
11/19/2024 | M&T Bank Corp | 64,737 | $22.13M | 0.1% | +8.6% | 0.020% | |
11/19/2024 | TCW Group Inc. | 520,495 | $177.91M | 1.6% | -0.5% | 0.160% | |
11/18/2024 | Soltis Investment Advisors LLC | 17,047 | $5.83M | 0.6% | N/A | 0.005% | |
11/18/2024 | Rehmann Capital Advisory Group | 1,152 | $394K | 0.0% | +8.1% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 1,045 | $357K | 0.0% | -5.8% | 0.000% | |
11/18/2024 | Virtue Capital Management LLC | 1,690 | $578K | 0.1% | +4.3% | 0.001% | |
11/18/2024 | Arete Wealth Advisors LLC | 3,631 | $1.24M | 0.1% | -25.7% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 24,036 | $8.22M | 0.1% | -4.1% | 0.007% | |
11/18/2024 | Sunbelt Securities Inc. | 1,977 | $676K | 0.1% | +2.2% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 122,147 | $41.75M | 0.1% | +9.4% | 0.038% | |
11/18/2024 | Empire Financial Management Company LLC | 4,394 | $1.50M | 0.5% | +2.3% | 0.001% | |
11/18/2024 | Brown Financial Advisors | 3,711 | $1.27M | 0.5% | -31.2% | 0.001% | |
11/18/2024 | Coldstream Capital Management Inc. | 7,593 | $2.69M | 0.1% | +45.7% | 0.002% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 2,199 | $752K | 0.4% | -4.8% | 0.001% | |
What most folks don’t know about oil (BIG missed opportunity) (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. |
11/18/2024 | RB Capital Management LLC | 2,492 | $852K | 0.2% | +1.5% | 0.001% | |
11/18/2024 | First Dallas Securities Inc. | 2,130 | $728K | 0.3% | +1.4% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 7,656,968 | $2.61B | 0.2% | +3.0% | 2.352% | |
11/15/2024 | Vestcor Inc | 9,337 | $3.19M | 0.1% | -18.6% | 0.003% | |
11/15/2024 | Resources Management Corp CT ADV | 6,570 | $2.25M | 0.3% | -1.0% | 0.002% | |
11/15/2024 | M&T Bank Corp | 64,737 | $22.13M | 0.1% | +8.6% | 0.020% | |
11/15/2024 | Executive Wealth Management LLC | 10,147 | $3.47M | 0.3% | N/A | 0.003% | |
11/15/2024 | LRI Investments LLC | 1,649 | $564K | 0.0% | -52.2% | 0.001% | |
11/15/2024 | Geller Advisors LLC | 697 | $238K | 0.0% | N/A | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 137,348 | $46.95M | 0.2% | -0.8% | 0.042% | |
11/15/2024 | SGL Investment Advisors Inc. | 14,027 | $4.79M | 2.4% | N/A | 0.004% | |
11/15/2024 | Groupama Asset Managment | 477,296 | $163.14M | 3.2% | +1.8% | 0.147% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 206,102 | $70.45M | 0.2% | +6.0% | 0.063% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 3,246 | $1.11M | 0.1% | N/A | 0.001% | |
11/15/2024 | MML Investors Services LLC | 74,970 | $25.63M | 0.1% | -2.8% | 0.023% | |
11/15/2024 | Hodges Capital Management Inc. | 7,593 | $2.60M | 0.2% | -4.1% | 0.002% | |
11/15/2024 | Headinvest LLC | 7,606 | $2.60M | 0.5% | +3.7% | 0.002% | |
11/15/2024 | Kensington Investment Counsel LLC | 3,121 | $1.07M | 0.4% | +3.2% | 0.001% | |
11/15/2024 | Dorsey Wright & Associates | 9,853 | $3.37M | 0.8% | +0.6% | 0.003% | |
11/15/2024 | Tenere Capital LLC | 33,124 | $11.32M | 3.0% | -25.3% | 0.010% | |
11/15/2024 | Orion Portfolio Solutions LLC | 17,750 | $6.07M | 0.1% | +10.6% | 0.005% | |
11/15/2024 | XTX Topco Ltd | 5,718 | $1.95M | 0.1% | +174.4% | 0.002% | |
11/15/2024 | Zacks Investment Management | 109,818 | $37.54M | 0.3% | +13.8% | 0.034% | |
11/15/2024 | Zega Financial LLC | 5,997 | $2.05M | 0.3% | +0.8% | 0.002% | |
11/15/2024 | Goldstream Capital Management Ltd | 8,881 | $3.04M | 1.0% | +12,960.3% | 0.003% | |
11/15/2024 | iA Global Asset Management Inc. | 33,007 | $11.28M | 0.2% | -50.6% | 0.010% | |
11/15/2024 | EP Wealth Advisors LLC | 51,002 | $17.43M | 0.1% | +966.5% | 0.016% | |
11/15/2024 | Insigneo Advisory Services LLC | 8,016 | $2.74M | 0.3% | -8.8% | 0.002% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 10,452 | $3.57M | 0.0% | +128.6% | 0.003% | |
11/15/2024 | Vienna Asset Management LLC | 615 | $210K | 0.2% | -82.5% | 0.000% | |
11/15/2024 | Wexford Capital LP | 715 | $244K | 0.1% | -23.0% | 0.000% | |
11/15/2024 | Worldquant Millennium Advisors LLC | 162,586 | $55.57M | 0.4% | +367.4% | 0.050% | |
11/15/2024 | Wahed Invest LLC | 7,480 | $2.56M | 0.4% | +12.0% | 0.002% | |
11/15/2024 | Wills Financial Group Inc. | 28,159 | $9.63M | 4.0% | -7.7% | 0.009% | |
11/15/2024 | Taika Capital LP | 7,528 | $2.57M | 1.9% | N/A | 0.002% | |
11/15/2024 | Stevens Capital Management LP | 3,545 | $1.21M | 0.2% | N/A | 0.001% | |
11/15/2024 | Stifel Financial Corp | 961,972 | $328.80M | 0.3% | +0.5% | 0.295% | |
11/15/2024 | SageView Advisory Group LLC | 5,258 | $1.80M | 0.1% | -21.5% | 0.002% | |
11/15/2024 | Quantinno Capital Management LP | 44,000 | $15.04M | 0.2% | +72.1% | 0.014% | |
11/15/2024 | Quarry LP | 437 | $149K | 0.0% | +60.1% | 0.000% | |
11/15/2024 | Royal London Asset Management Ltd. | 144,598 | $49.42M | 0.1% | +4.1% | 0.044% | |
11/15/2024 | Reynders McVeigh Capital Management LLC | 705 | $241K | 0.0% | -6.9% | 0.000% | |
11/15/2024 | Menard Financial Group LLC | 3,988 | $1.36M | 0.9% | -14.9% | 0.001% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 6,501 | $2.22M | 0.5% | -6.3% | 0.002% | |
11/15/2024 | Morse Asset Management Inc | 19,033 | $6.51M | 1.4% | -0.4% | 0.006% | |
11/15/2024 | Motley Fool Asset Management LLC | 14,973 | $4.93M | 0.3% | +5.6% | 0.005% | |
11/15/2024 | Motley Fool Wealth Management LLC | 116,330 | $39.76M | 2.0% | -47.4% | 0.036% | |
11/15/2024 | IHT Wealth Management LLC | 14,286 | $4.85M | 0.1% | +19.9% | 0.004% | |
11/15/2024 | Ingalls & Snyder LLC | 7,446 | $2.55M | 0.1% | +1.3% | 0.002% | |
11/15/2024 | Integrated Wealth Concepts LLC | 15,732 | $5.38M | 0.1% | +2.5% | 0.005% | |
What most folks don’t know about oil (BIG missed opportunity) (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 | Investment Management Corp of Ontario | 10,733 | $3.67M | 0.1% | +50.5% | 0.003% | |
11/15/2024 | Itau Unibanco Holding S.A. | 85 | $29K | 0.0% | N/A | 0.000% | |
11/15/2024 | Jacobs Levy Equity Management Inc. | 243,742 | $83.31M | 0.3% | +4,468.7% | 0.075% | |
11/15/2024 | Janus Henderson Group PLC | 557,775 | $190.66M | 0.1% | +19.2% | 0.171% | |
11/15/2024 | Hilltop Holdings Inc. | 6,001 | $2.05M | 0.1% | +149.1% | 0.002% | |
11/15/2024 | Garden State Investment Advisory Services LLC | 2,238 | $765K | 0.2% | +14.2% | 0.001% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 174,129 | $59.52M | 0.2% | -1.5% | 0.053% | |
11/15/2024 | Cladis Investment Advisory LLC | 2,015 | $689K | 0.5% | -4.7% | 0.001% | |
11/15/2024 | Community Bank N.A. | 2,573 | $879K | 0.1% | +5.0% | 0.001% | |
11/15/2024 | Concentric Capital Strategies LP | 16,481 | $5.63M | 0.2% | +220.5% | 0.005% | |