| 4/25/2025 | Mather Group LLC. | 2,828 | $786K | 0.0% | +8.1% | 0.001% | |
| 4/25/2025 | Alta Advisers Ltd | 773 | $215K | 0.1% | N/A | 0.000% | |
| 4/25/2025 | Barnes Dennig Private Wealth Management LLC | 232 | $65K | 0.1% | N/A | 0.000% | |
| 4/25/2025 | WASHINGTON TRUST Co | 121 | $34K | 0.0% | -28.0% | 0.000% | |
| 4/25/2025 | Valley National Advisers Inc. | 7,839 | $2.18M | 0.4% | +2.1% | 0.004% | |
| 4/25/2025 | Kendall Capital Management | 18,299 | $5.09M | 1.5% | +0.6% | 0.009% | |
| 4/25/2025 | Eads & Heald Wealth Management | 10,208 | $2.84M | 1.4% | -4.6% | 0.005% | |
| 4/25/2025 | New York State Teachers Retirement System | 140,400 | $39.04M | 0.1% | -7.7% | 0.072% | |
| 4/25/2025 | Monument Capital Management | 1,599 | $445K | 0.1% | +3.2% | 0.001% | |
| 4/25/2025 | Amalgamated Bank | 38,869 | $10.81M | 0.1% | +2.8% | 0.020% | |
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| 4/25/2025 | Essex Financial Services Inc. | 754 | $210K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Hills Bank & Trust Co | 7,366 | $2.05M | 0.1% | +2.1% | 0.004% | |
| 4/25/2025 | KBC Group NV | 321,970 | $89.54M | 0.3% | -2.1% | 0.166% | |
| 4/25/2025 | Convergence Financial LLC | 821 | $228K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 1,012,412 | $281.54M | 0.2% | -0.9% | 0.522% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 219,688 | $60.94M | 0.1% | -31.8% | 0.113% | |
| 4/24/2025 | Vista Investment Partners II LLC | 10,017 | $2.79M | 1.5% | +14.2% | 0.005% | |
| 4/24/2025 | Copeland Capital Management LLC | 55,365 | $15.40M | 0.3% | +8,730.1% | 0.029% | |
| 4/24/2025 | Carolina Wealth Advisors LLC | 3,712 | $1.03M | 0.6% | +276.9% | 0.002% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 41,927 | $11.54M | 0.0% | +30.9% | 0.022% | |
| 4/24/2025 | Achmea Investment Management B.V. | 113,942 | $31.69M | 0.5% | -9.5% | 0.059% | |
| 4/24/2025 | Artemis Investment Management LLP | 18,217 | $5.07M | 0.1% | N/A | 0.009% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 4,648 | $1.29M | 0.0% | -3.7% | 0.002% | |
| 4/24/2025 | Transcend Capital Advisors LLC | 15,124 | $4.21M | 0.3% | +4.5% | 0.008% | |
| 4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 15,029 | $4.28M | 0.0% | -54.5% | 0.008% | |
| 4/24/2025 | Diversified Trust Co | 51,164 | $14.23M | 0.4% | +4.4% | 0.026% | |
| 4/24/2025 | First Merchants Corp | 2,312 | $643K | 0.0% | -4.1% | 0.001% | |
| 4/24/2025 | PDS Planning Inc | 1,198 | $333K | 0.0% | +6.8% | 0.001% | |
| 4/23/2025 | Cottonwood Capital Advisors LLC | 1,525 | $424K | 0.3% | -12.9% | 0.001% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 53,706 | $14.94M | 0.0% | -7.6% | 0.028% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 9,392 | $2.61M | 0.0% | +30.9% | 0.005% | |
| 4/23/2025 | Perigon Wealth Management LLC | 2,257 | $628K | 0.0% | -7.0% | 0.001% | |
| 4/23/2025 | Generate Investment Management Ltd | 30,743 | $8.55M | 0.6% | -33.9% | 0.016% | |
| 4/23/2025 | Alpine Bank Wealth Management | 472 | $131K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 15,611 | $4.34M | 0.1% | -2.9% | 0.008% | |
| 4/23/2025 | Golden State Wealth Management LLC | 170 | $47K | 0.0% | +157.6% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 2,167,805 | $602.85M | 1.1% | -0.3% | 1.118% | |
| 4/23/2025 | Spire Wealth Management | 12,486 | $3.47M | 0.1% | -1.1% | 0.006% | |
| 4/23/2025 | Mattern Capital Management LLC | 47,570 | $13.23M | 1.7% | -2.3% | 0.025% | |
| 4/23/2025 | Golden State Equity Partners | 1,678 | $467K | 0.1% | +3.6% | 0.001% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
| 4/23/2025 | Archford Capital Strategies LLC | 11,554 | $3.21M | 0.5% | -28.0% | 0.006% | |
| 4/23/2025 | Edmp Inc. | 10,500 | $2.92M | 2.4% | -1.5% | 0.005% | |
| 4/23/2025 | Horizon Bancorp Inc. IN | 747 | $208K | 0.1% | -12.7% | 0.000% | |
| 4/23/2025 | Moran Wealth Management LLC | 75,959 | $21.12M | 0.7% | -1.4% | 0.039% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 2,282 | $635K | 0.1% | N/A | 0.001% | |
| 4/23/2025 | Invesco LLC | 1,100 | $306K | 0.1% | -36.3% | 0.001% | |
| 4/23/2025 | Retirement Guys Formula LLC | 6,663 | $1.85M | 0.9% | +7.6% | 0.003% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 91,214 | $25.37M | 0.1% | -1.6% | 0.047% | |
| 4/23/2025 | Ledyard National Bank | 8,923 | $2.48M | 0.2% | +14.1% | 0.005% | |
| 4/23/2025 | Legacy Advisors LLC | 5,894 | $1.64M | 0.2% | -4.7% | 0.003% | |
| 4/23/2025 | AssuredPartners Investment Advisors LLC | 2,920 | $812K | 0.2% | +5.6% | 0.002% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 105,637 | $29.38M | 0.1% | +6.8% | 0.054% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 8,379 | $2.33M | 0.0% | +40.8% | 0.004% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 25,881 | $7.20M | 0.1% | -6.0% | 0.013% | |
| 4/23/2025 | Longboard Asset Management LP | 859 | $239K | 0.7% | N/A | 0.000% | |
| 4/23/2025 | EQ Wealth Advisors LLC | 716 | $199K | 0.1% | N/A | 0.000% | |
| 4/23/2025 | Continuum Advisory LLC | 931 | $259K | 0.0% | -16.7% | 0.000% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 4,318 | $1.20M | 0.1% | -1.8% | 0.002% | |
| 4/22/2025 | M3 Advisory Group LLC | 1,378 | $383K | 0.3% | -22.7% | 0.001% | |
| 4/22/2025 | Flagship Harbor Advisors LLC | 1,907 | $530K | 0.0% | +11.5% | 0.001% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 37,233 | $10.35M | 0.0% | -21.2% | 0.019% | |
| 4/22/2025 | Genesee Capital Advisors LLC | 5,962 | $1.66M | 0.8% | -2.9% | 0.003% | |
| 4/22/2025 | Avantra Family Wealth Inc. | 989 | $275K | 0.3% | -38.3% | 0.001% | |
| 4/22/2025 | Coho Partners Ltd. | 312,153 | $86.81M | 5.2% | -28.2% | 0.161% | |
| 4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 5,038 | $1.40M | 0.1% | -38.2% | 0.003% | |
| 4/22/2025 | Kentucky Retirement Systems | 11,828 | $3.29M | 0.1% | -1.3% | 0.006% | |
| 4/22/2025 | Guyasuta Investment Advisors Inc. | 60,838 | $16.92M | 1.1% | -0.1% | 0.031% | |
| 4/22/2025 | Synergy Asset Management LLC | 63,464 | $17.65M | 2.2% | -9.8% | 0.033% | |
| 4/22/2025 | H&H Retirement Design & Management INC | 1,366 | $384K | 0.3% | -37.4% | 0.001% | |
| 4/22/2025 | Sawyer & Company Inc | 8,447 | $2.35M | 0.9% | -6.5% | 0.004% | |
| 4/22/2025 | Suncoast Equity Management | 28,052 | $7.80M | 0.9% | +2.4% | 0.014% | |
| 4/22/2025 | Praxis Investment Management Inc. | 7,590 | $2.11M | 0.1% | -2.9% | 0.004% | |
| 4/22/2025 | Perfromance Wealth Partners LLC | 730 | $203K | 0.0% | N/A | 0.000% | |
| 4/22/2025 | ERTS Wealth Advisors LLC | 1,249 | $347K | 0.1% | -4.1% | 0.001% | |
| 4/22/2025 | Advisor Resource Council | 1,775 | $494K | 0.0% | N/A | 0.001% | |
| 4/21/2025 | Citizens & Northern Corp | 7,285 | $2.03M | 0.6% | -0.9% | 0.004% | |
| 4/21/2025 | Avior Wealth Management LLC | 4,643 | $1.29M | 0.0% | -18.0% | 0.002% | |
| 4/21/2025 | ORG Partners LLC | 231 | $64K | 0.0% | -45.8% | 0.000% | |
| 4/21/2025 | Retirement Systems of Alabama | 37,086 | $10.31M | 0.0% | -2.3% | 0.019% | |
| 4/21/2025 | Blue Trust Inc. | 1,094 | $304K | 0.0% | +7.1% | 0.001% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 613 | $169K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 10,439 | $2.90M | 0.0% | -42.8% | 0.005% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 824 | $229K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 406,039 | $112.92M | 1.1% | -1.8% | 0.209% | |
| 4/21/2025 | State of Alaska Department of Revenue | 36,207 | $10.07M | 0.1% | +0.6% | 0.019% | |
| 4/21/2025 | CWA Asset Management Group LLC | 1,715 | $477K | 0.0% | +9.8% | 0.001% | |
| 4/18/2025 | Wolf Group Capital Advisors | 7,999 | $2.22M | 0.7% | -15.9% | 0.004% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 725 | $202K | 0.0% | N/A | 0.000% | |
| 4/18/2025 | Shepherd Financial Partners LLC | 5,638 | $1.57M | 0.2% | +3.6% | 0.003% | |
| 4/18/2025 | Clarius Group LLC | 2,426 | $675K | 0.0% | +60.8% | 0.001% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
| 4/18/2025 | Optivise Advisory Services LLC | 871 | $242K | 0.1% | N/A | 0.000% | |
| 4/18/2025 | CENTRAL TRUST Co | 1,637 | $455K | 0.0% | -5.3% | 0.001% | |
| 4/18/2025 | San Luis Wealth Advisors LLC | 2,245 | $624K | 0.1% | N/A | 0.001% | |
| 4/18/2025 | Global Trust Asset Management LLC | 6,391 | $1.78M | 1.1% | -0.8% | 0.003% | |
| 4/17/2025 | NBT Bank N A NY | 153 | $43K | 0.0% | -74.5% | 0.000% | |
| 4/17/2025 | Vista Investment Partners LLC | 19,754 | $5.49M | 1.7% | +0.3% | 0.010% | |
| 4/17/2025 | Louisbourg Investments Inc. | 600 | $167K | 0.0% | +23.0% | 0.000% | |
| 4/17/2025 | Grove Bank & Trust | 843 | $234K | 0.0% | +695.3% | 0.000% | |
| 4/17/2025 | QRG Capital Management Inc. | 20,215 | $5.62M | 0.1% | +0.4% | 0.010% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 1,908 | $531K | 0.0% | +14.5% | 0.001% | |
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