4/24/2025 | PDS Planning Inc | 2,784 | $224K | 0.0% | +13.2% | 0.000% | |
4/23/2025 | Penobscot Investment Management Company Inc. | 11,750 | $943K | 0.1% | +7.3% | 0.002% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 99,605 | $8.00M | 0.0% | -31.3% | 0.015% | |
4/23/2025 | Golden State Wealth Management LLC | 4,540 | $365K | 0.0% | +742.3% | 0.001% | |
4/23/2025 | Bessemer Group Inc. | 1,971,874 | $158.32M | 0.3% | -7.0% | 0.289% | |
4/23/2025 | Spire Wealth Management | 4,645 | $373K | 0.0% | -19.3% | 0.001% | |
4/23/2025 | Lecap Asset Management Ltd. | 15,561 | $1.25M | 0.3% | N/A | 0.002% | |
4/23/2025 | Silver Lake Advisory LLC | 74,441 | $5.98M | 2.6% | +0.4% | 0.011% | |
4/23/2025 | International Assets Investment Management LLC | 103,237 | $8.29M | 0.2% | N/A | 0.015% | |
4/23/2025 | Invesco LLC | 3,355 | $269K | 0.1% | -24.1% | 0.000% | |
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4/23/2025 | Chevy Chase Trust Holdings LLC | 305,420 | $24.52M | 0.1% | -0.5% | 0.045% | |
4/23/2025 | St. Johns Investment Management Company LLC | 11,947 | $959K | 0.5% | -4.3% | 0.002% | |
4/23/2025 | Ledyard National Bank | 59,520 | $4.78M | 0.5% | -7.5% | 0.009% | |
4/23/2025 | Spirepoint Private Client LLC | 8,931 | $717K | 0.1% | -7.2% | 0.001% | |
4/23/2025 | Legacy Advisors LLC | 3,412 | $274K | 0.0% | +6.8% | 0.001% | |
4/23/2025 | Asset Management One Co. Ltd. | 257,991 | $20.71M | 0.1% | +8.2% | 0.038% | |
4/23/2025 | Uncommon Cents Investing LLC | 16,744 | $1.34M | 0.4% | -1.1% | 0.002% | |
4/23/2025 | Oppenheimer & Co. Inc. | 34,277 | $2.75M | 0.0% | +15.3% | 0.005% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 102,181 | $8.20M | 0.1% | +3.8% | 0.015% | |
4/22/2025 | Live Oak Private Wealth LLC | 114,219 | $9.17M | 1.5% | +0.3% | 0.017% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 112,137 | $9.00M | 0.0% | +5.1% | 0.016% | |
4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 16,834 | $1.35M | 0.1% | -57.6% | 0.002% | |
4/22/2025 | Kentucky Retirement Systems | 39,524 | $3.17M | 0.1% | -2.2% | 0.006% | |
4/22/2025 | Heartland Bank & Trust Co | 6,426 | $516K | 0.3% | N/A | 0.001% | |
4/22/2025 | Nilsine Partners LLC | 5,921 | $475K | 0.1% | -3.5% | 0.001% | |
4/22/2025 | Stonegate Investment Group LLC | 7,719 | $620K | 0.0% | -3.8% | 0.001% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 3,898 | $313K | 0.2% | N/A | 0.001% | |
4/22/2025 | Carret Asset Management LLC | 53,557 | $4.30M | 0.5% | -0.8% | 0.008% | |
4/22/2025 | Cantor Fitzgerald Investment Advisors L.P. | 148,241 | $11.90M | 0.9% | -16.9% | 0.022% | |
4/21/2025 | Proathlete Wealth Management LLC | 1,410 | $113K | 0.0% | N/A | 0.000% | |
4/21/2025 | Avior Wealth Management LLC | 5,073 | $407K | 0.0% | -4.8% | 0.001% | |
4/21/2025 | OLD Second National Bank of Aurora | 52,842 | $4.24M | 1.0% | -3.9% | 0.008% | |
4/21/2025 | River Street Advisors LLC | 19,217 | $1.54M | 0.8% | +3.0% | 0.003% | |
4/21/2025 | Retirement Systems of Alabama | 124,407 | $9.99M | 0.0% | -1.2% | 0.018% | |
4/21/2025 | Means Investment CO. Inc. | 7,947 | $638K | 0.1% | -9.8% | 0.001% | |
4/21/2025 | Blue Trust Inc. | 2,593 | $208K | 0.0% | -41.6% | 0.000% | |
4/21/2025 | Silver Oak Securities Incorporated | 4,288 | $340K | 0.0% | +13.4% | 0.001% | |
4/21/2025 | ORG Wealth Partners LLC | 311 | $25K | 0.0% | -65.9% | 0.000% | |
4/21/2025 | Plimoth Trust Co. LLC | 11,048 | $887K | 0.2% | -1.6% | 0.002% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 26,798 | $2.15M | 0.0% | -19.5% | 0.004% | |
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 |
4/21/2025 | Sterling Investment Counsel LLC | 4,308 | $346K | 0.1% | +8.7% | 0.001% | |
4/21/2025 | Lumbard & Kellner LLC | 109,394 | $8.78M | 3.9% | -0.5% | 0.016% | |
4/21/2025 | Premier Path Wealth Partners LLC | 6,932 | $557K | 0.1% | -9.4% | 0.001% | |
4/21/2025 | Janney Capital Management LLC | 37,817 | $3.04M | 0.2% | -5.7% | 0.006% | |
4/21/2025 | Institute for Wealth Management LLC. | 10,209 | $820K | 0.1% | -1.4% | 0.001% | |
4/21/2025 | Johnson Investment Counsel Inc. | 14,365 | $1.15M | 0.0% | +35.0% | 0.002% | |
4/21/2025 | Community Bank N.A. | 15,244 | $1.22M | 0.2% | +78.9% | 0.002% | |
4/21/2025 | PSI Advisors LLC | 984 | $79K | 0.0% | -23.9% | 0.000% | |
4/21/2025 | State of Alaska Department of Revenue | 67,835 | $5.45M | 0.1% | +2.3% | 0.010% | |
4/21/2025 | Barrett & Company Inc. | 11,127 | $893K | 0.4% | -6.8% | 0.002% | |
4/18/2025 | Cornerstone Wealth Management LLC | 3,992 | $321K | 0.0% | -3.4% | 0.001% | |
4/18/2025 | CENTRAL TRUST Co | 10,338 | $830K | 0.0% | +12.9% | 0.002% | |
4/17/2025 | Berkshire Bank | 42,550 | $3.42M | 0.8% | -3.2% | 0.006% | |
4/17/2025 | Strategic Advisors LLC | 36,681 | $2.95M | 0.6% | -3.8% | 0.005% | |
4/17/2025 | Vicus Capital | 2,644 | $212K | 0.0% | -15.6% | 0.000% | |
4/17/2025 | Grove Bank & Trust | 9,530 | $765K | 0.1% | +5.0% | 0.001% | |
4/17/2025 | Grimes & Company Inc. | 5,775 | $464K | 0.0% | -45.2% | 0.001% | |
4/17/2025 | Community Trust & Investment Co. | 42,561 | $3.42M | 0.2% | -3.7% | 0.006% | |
4/17/2025 | QRG Capital Management Inc. | 62,683 | $5.03M | 0.1% | +1.0% | 0.009% | |
4/17/2025 | Sagespring Wealth Partners LLC | 5,840 | $469K | 0.0% | +9.5% | 0.001% | |
4/17/2025 | Precedent Wealth Partners LLC | 20,125 | $1.62M | 0.4% | +17.5% | 0.003% | |
4/17/2025 | Sowell Financial Services LLC | 53,891 | $4.33M | 0.2% | +1.4% | 0.008% | |
4/17/2025 | Montecito Bank & Trust | 8,917 | $716K | 0.1% | +2.9% | 0.001% | |
4/17/2025 | Janney Montgomery Scott LLC | 489,796 | $39.33M | 0.1% | -6.7% | 0.072% | |
4/17/2025 | Pflug Koory LLC | 10,166 | $816K | 0.5% | -2.2% | 0.001% | |
4/17/2025 | Trust Point Inc. | 3,707 | $298K | 0.0% | -43.1% | 0.001% | |
4/17/2025 | Trust Co. of Toledo NA OH | 32,163 | $2.58M | 0.3% | -6.8% | 0.005% | |
4/17/2025 | Mn Services Vermogensbeheer B.V. | 229,700 | $18.44M | 0.1% | -7.1% | 0.034% | |
4/17/2025 | Brighton Jones LLC | 4,536 | $364K | 0.0% | +7.0% | 0.001% | |
4/17/2025 | Pinion Investment Advisors LLC | 3,654 | $293K | 0.1% | -9.6% | 0.001% | |
4/17/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 408,987 | $32.84M | 1.0% | +1.3% | 0.060% | |
4/17/2025 | Sound Income Strategies LLC | 1,225 | $98K | 0.0% | +118.0% | 0.000% | |
4/17/2025 | Foster Victor Wealth Advisors LLC | 135,091 | $10.85M | 0.8% | -17.4% | 0.020% | |
4/17/2025 | Ritholtz Wealth Management | 9,355 | $751K | 0.0% | +52.1% | 0.001% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 2,786 | $224K | 0.0% | -11.6% | 0.000% | |
4/17/2025 | Dohj LLC | 9,222 | $740K | 0.2% | +5.1% | 0.001% | |
4/16/2025 | Dover Advisors LLC | 2,518 | $202K | 0.1% | -31.0% | 0.000% | |
4/16/2025 | Everpar Advisors LLC | 3,505 | $281K | 0.1% | -9.1% | 0.001% | |
4/16/2025 | Opal Wealth Advisors LLC | 800 | $64K | 0.0% | N/A | 0.000% | |
4/16/2025 | Farmers & Merchants Investments Inc. | 209,726 | $16.84M | 0.5% | +0.4% | 0.031% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 266,844 | $21.43M | 0.0% | -1.4% | 0.039% | |
4/16/2025 | Stock Yards Bank & Trust Co. | 6,463 | $519K | 0.0% | +2.5% | 0.001% | |
4/16/2025 | Goldstone Financial Group LLC | 6,996 | $562K | 0.1% | +2.9% | 0.001% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 10,227 | $821K | 0.1% | -2.5% | 0.002% | |
4/16/2025 | Salem Investment Counselors Inc. | 2,139 | $172K | 0.0% | -9.1% | 0.000% | |
4/16/2025 | Smithbridge Asset Management Inc. DE | 8,419 | $676K | 0.1% | N/A | 0.001% | |
4/16/2025 | Verity & Verity LLC | 242,991 | $19.51M | 1.7% | +1.8% | 0.036% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 7,360 | $591K | 0.0% | +8.9% | 0.001% | |
4/16/2025 | Compagnie Lombard Odier SCmA | 302,894 | $24.32M | 0.3% | -1.4% | 0.044% | |
4/16/2025 | Allen Mooney & Barnes Investment Advisors LLC | 146,959 | $11.80M | 1.9% | +3.1% | 0.022% | |
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 |
4/16/2025 | Fortitude Family Office LLC | 456 | $37K | 0.0% | -27.0% | 0.000% | |
4/15/2025 | First United Bank & Trust | 820 | $66K | 0.0% | -37.2% | 0.000% | |
4/15/2025 | Fifth Third Bancorp | 129,992 | $10.44M | 0.0% | -8.9% | 0.019% | |
4/15/2025 | Simon Quick Advisors LLC | 5,303 | $426K | 0.0% | +26.4% | 0.001% | |
4/15/2025 | Capital Advisors Ltd. LLC | 1,139 | $91K | 0.0% | +282.2% | 0.000% | |
4/15/2025 | Cohen Klingenstein LLC | 33,745 | $2.71M | 0.1% | -18.2% | 0.005% | |
4/15/2025 | CX Institutional | 73,059 | $5.87M | 0.2% | +7.4% | 0.011% | |
4/15/2025 | MV Capital Management Inc. | 5,045 | $405K | 0.0% | +25.2% | 0.001% | |
4/15/2025 | Integrated Advisors Network LLC | 4,044 | $325K | 0.0% | +4.8% | 0.001% | |
4/15/2025 | Handelsbanken Fonder AB | 107,382 | $8.62M | 0.0% | +13.9% | 0.016% | |