1/22/2025 | Pacer Advisors Inc. | 14,948 | $1.29M | 0.0% | +71.5% | 0.013% | |
1/22/2025 | Union Bancaire Privee UBP SA | 500 | $43K | 0.0% | N/A | 0.000% | |
1/22/2025 | Blue Trust Inc. | 3,121 | $296K | 0.0% | -4.7% | 0.003% | |
1/22/2025 | PFG Investments LLC | 2,404 | $207K | 0.0% | -5.0% | 0.002% | |
1/21/2025 | Regatta Capital Group LLC | 7,572 | $652K | 0.1% | +3.1% | 0.006% | |
1/21/2025 | 1834 Investment Advisors Co. | 5,181 | $446K | 0.1% | -19.0% | 0.004% | |
1/21/2025 | Jamison Private Wealth Management Inc. | 4,575 | $394K | 0.1% | -3.9% | 0.004% | |
1/21/2025 | AlphaMark Advisors LLC | 3,875 | $334K | 0.1% | -21.9% | 0.003% | |
1/21/2025 | Flagship Harbor Advisors LLC | 4,812 | $414K | 0.0% | -27.8% | 0.004% | |
1/21/2025 | CFS Investment Advisory Services LLC | 7,471 | $643K | 0.1% | -4.9% | 0.006% | |
|
1/21/2025 | Grimes & Company Inc. | 89,669 | $7.72M | 0.2% | -22.1% | 0.076% | |
1/21/2025 | Patriot Investment Management Group Inc. | 4,543 | $391K | 0.0% | -6.4% | 0.004% | |
1/17/2025 | Inspire Investing LLC | 13,550 | $1.17M | 0.1% | +5.1% | 0.012% | |
1/17/2025 | D.B. Root & Company LLC | 2,848 | $245K | 0.1% | N/A | 0.002% | |
1/17/2025 | Janney Montgomery Scott LLC | 93,409 | $8.04M | 0.0% | -19.0% | 0.079% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 540 | $47K | 0.0% | -65.7% | 0.000% | |
1/17/2025 | SG Americas Securities LLC | 4,159 | $358K | 0.0% | -80.9% | 0.004% | |
1/17/2025 | Westside Investment Management Inc. | 1,560 | $134K | 0.0% | +16.4% | 0.001% | |
1/17/2025 | Cetera Trust Company N.A | 2,085 | $179K | 0.1% | -5.7% | 0.002% | |
1/17/2025 | Daymark Wealth Partners LLC | 2,459 | $212K | 0.0% | -12.2% | 0.002% | |
1/17/2025 | Nisa Investment Advisors LLC | 52,230 | $4.52M | 0.0% | +0.2% | 0.044% | |
1/17/2025 | Perfromance Wealth Partners LLC | 3,000 | $258K | 0.0% | -25.0% | 0.003% | |
1/17/2025 | Perpetual Ltd | 131,175 | $11.29M | 0.1% | -0.8% | 0.112% | |
1/16/2025 | Crossmark Global Holdings Inc. | 3,893 | $335K | 0.0% | -3.2% | 0.003% | |
1/16/2025 | Cove Private Wealth LLC | 13,150 | $1.13M | 0.7% | -31.3% | 0.011% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 414 | $36K | 0.0% | +48.9% | 0.000% | |
1/16/2025 | UMB Bank n.a. | 602 | $52K | 0.0% | -27.0% | 0.001% | |
1/16/2025 | City Holding Co. | 2,960 | $255K | 0.0% | +21.6% | 0.003% | |
1/16/2025 | Romano Brothers AND Company | 3,632 | $313K | 0.0% | -8.1% | 0.003% | |
1/15/2025 | HB Wealth Management LLC | 520,292 | $44.79M | 0.5% | -5.5% | 0.443% | |
1/15/2025 | Trust Co. of Vermont | 325 | $28K | 0.0% | +606.5% | 0.000% | |
1/15/2025 | Arkadios Wealth Advisors | 2,818 | $243K | 0.0% | -3.8% | 0.002% | |
1/15/2025 | Merit Financial Group LLC | 2,555 | $220K | 0.0% | N/A | 0.002% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 3,179 | $274K | 0.0% | -8.4% | 0.003% | |
1/15/2025 | Sicart Associates LLC | 51,721 | $4.48M | 1.6% | -23.9% | 0.044% | |
1/15/2025 | Beech Hill Advisors Inc. | 22,680 | $1.95M | 0.7% | N/A | 0.019% | |
1/14/2025 | Pinnacle Bancorp Inc. | 573 | $49K | 0.0% | -21.8% | 0.000% | |
1/14/2025 | First Community Trust NA | 400 | $34K | 0.0% | +55.0% | 0.000% | |
1/14/2025 | Meridian Financial Partners LLC | 5,984 | $515K | 0.3% | -29.0% | 0.005% | |
1/14/2025 | Park Avenue Securities LLC | 6,552 | $564K | 0.0% | +42.4% | 0.006% | |
Kamala’s final humiliation (Ad) Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors.
The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term… Watch my latest video now. |
1/14/2025 | SeaCrest Wealth Management LLC | 2,646 | $228K | 0.0% | N/A | 0.002% | |
1/14/2025 | Rosenberg Matthew Hamilton | 983 | $85K | 0.0% | -13.4% | 0.001% | |
1/13/2025 | Leibman Financial Services Inc. | 38,964 | $3.35M | 2.5% | +50.5% | 0.033% | |
1/13/2025 | FNY Investment Advisers LLC | 1,900 | $163K | 0.1% | -29.6% | 0.002% | |
1/13/2025 | Bridge Creek Capital Management LLC | 22,309 | $1.92M | 0.6% | -7.8% | 0.019% | |
1/13/2025 | Moody National Bank Trust Division | 3,383 | $291K | 0.0% | -4.8% | 0.003% | |
1/13/2025 | Brookstone Capital Management | 3,597 | $310K | 0.0% | N/A | 0.003% | |
1/13/2025 | Fiduciary Alliance LLC | 3,040 | $262K | 0.0% | N/A | 0.003% | |
1/13/2025 | Czech National Bank | 25,452 | $2.19M | 0.0% | +6.3% | 0.022% | |
1/7/2025 | Norway Savings Bank | 5,152 | $443K | 0.2% | +8.1% | 0.004% | |
1/6/2025 | Fortem Financial Group LLC | 12,471 | $1.07M | 0.4% | -3.2% | 0.011% | |
1/6/2025 | Nordea Investment Management AB | 8,801 | $768K | 0.0% | +10.6% | 0.007% | |
1/3/2025 | Everence Capital Management Inc. | 4,300 | $370K | 0.0% | N/A | 0.004% | |
1/3/2025 | GAMMA Investing LLC | 2,347 | $202K | 0.0% | +70.3% | 0.002% | |
12/19/2024 | Principal Financial Group Inc. | 135,194 | $12.80M | 0.0% | +3.2% | 0.115% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 3,054 | $290K | 0.0% | -10.4% | 0.003% | |
12/6/2024 | Retirement Systems of Alabama | 26,098 | $2.47M | 0.0% | +0.7% | 0.022% | |
12/2/2024 | Inspire Trust Co. N.A. | 11,120 | $1.05M | 0.3% | +9.9% | 0.009% | |
11/25/2024 | Synovus Financial Corp | 4,540 | $430K | 0.0% | -17.9% | 0.004% | |
11/25/2024 | Tidal Investments LLC | 18,457 | $1.75M | 0.0% | +1.5% | 0.016% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,824 | $267K | 0.0% | N/A | 0.002% | |
11/18/2024 | Rehmann Capital Advisory Group | 4,542 | $430K | 0.0% | +5.3% | 0.004% | |
11/18/2024 | TD Private Client Wealth LLC | 394 | $37K | 0.0% | +50.4% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 12,878 | $1.22M | 0.5% | -3.4% | 0.011% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 8,800 | $833K | 0.0% | -5.5% | 0.007% | |
11/18/2024 | Toronto Dominion Bank | 39,499 | $3.74M | 0.0% | +15.2% | 0.034% | |
11/18/2024 | Neo Ivy Capital Management | 3,642 | $344K | 0.1% | N/A | 0.003% | |
11/18/2024 | Coldstream Capital Management Inc. | 4,274 | $410K | 0.0% | N/A | 0.004% | |
11/16/2024 | Geode Capital Management LLC | 2,741,906 | $258.80M | 0.0% | +0.5% | 2.333% | |
11/15/2024 | M&T Bank Corp | 11,311 | $1.07M | 0.0% | -70.5% | 0.010% | |
11/15/2024 | Peloton Wealth Strategists | 6,540 | $619K | 0.2% | -19.7% | 0.006% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 54,002 | $5.12M | 0.3% | -16.2% | 0.046% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 423,049 | $40.07M | 0.1% | +28.5% | 0.360% | |
11/15/2024 | MML Investors Services LLC | 22,115 | $2.09M | 0.0% | +21.9% | 0.019% | |
11/15/2024 | Orion Portfolio Solutions LLC | 13,529 | $1.28M | 0.0% | +195.1% | 0.012% | |
11/15/2024 | XTX Topco Ltd | 33,827 | $3.20M | 0.2% | +1,014.6% | 0.029% | |
11/15/2024 | National Bank of Canada FI | 60,817 | $5.76M | 0.0% | +67.6% | 0.052% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 85,001 | $7.92M | 0.1% | +14.5% | 0.072% | |
11/15/2024 | Worldquant Millennium Advisors LLC | 211,515 | $20.03M | 0.1% | -26.6% | 0.180% | |
11/15/2024 | Wahed Invest LLC | 2,846 | $270K | 0.0% | +16.5% | 0.002% | |
11/15/2024 | Wills Financial Group Inc. | 12,787 | $1.21M | 0.5% | +5.5% | 0.011% | |
11/15/2024 | Stifel Financial Corp | 213,501 | $20.23M | 0.0% | +8.6% | 0.182% | |
11/15/2024 | Quantinno Capital Management LP | 37,246 | $3.53M | 0.0% | +1,041.8% | 0.032% | |
11/15/2024 | Quarry LP | 270 | $26K | 0.0% | +1,400.0% | 0.000% | |
11/15/2024 | Royal London Asset Management Ltd. | 48,265 | $4.57M | 0.0% | +2.7% | 0.041% | |
11/15/2024 | IHT Wealth Management LLC | 14,242 | $1.35M | 0.0% | -2.3% | 0.012% | |
11/15/2024 | Ingalls & Snyder LLC | 13,909 | $1.32M | 0.1% | -11.6% | 0.012% | |
11/15/2024 | Integrated Wealth Concepts LLC | 5,331 | $505K | 0.0% | -21.8% | 0.005% | |
11/15/2024 | Investment Management Corp of Ontario | 3,913 | $371K | 0.0% | +44.2% | 0.003% | |
11/15/2024 | HighTower Advisors LLC | 14,289 | $1.34M | 0.0% | -19.9% | 0.012% | |
Kamala’s final humiliation (Ad) Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors.
The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term… Watch my latest video now. |
11/15/2024 | Chevy Chase Trust Holdings LLC | 63,015 | $5.97M | 0.0% | -1.8% | 0.054% | |
11/15/2024 | Community Bank N.A. | 2,730 | $259K | 0.0% | -57.5% | 0.002% | |
11/15/2024 | Concentric Capital Strategies LP | 18,386 | $1.74M | 0.1% | +79.4% | 0.016% | |
11/15/2024 | Benjamin Edwards Inc. | 2,862 | $271K | 0.0% | N/A | 0.002% | |
11/14/2024 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 19,607 | $1.86M | 0.0% | -12.9% | 0.017% | |
11/14/2024 | Edgestream Partners L.P. | 8,526 | $807K | 0.0% | N/A | 0.007% | |
11/14/2024 | Verition Fund Management LLC | 11,899 | $1.13M | 0.0% | N/A | 0.010% | |
11/14/2024 | Kingfisher Capital LLC | 12,262 | $1.16M | 0.3% | -18.8% | 0.010% | |
11/14/2024 | Rockefeller Capital Management L.P. | 28,909 | $2.74M | 0.0% | +58.3% | 0.025% | |
11/14/2024 | Public Sector Pension Investment Board | 5,099 | $483K | 0.0% | +13.3% | 0.004% | |