| 8/19/2025 | B. Riley Wealth Advisors Inc. | 12,407 | $227K | 0.0% | N/A | 0.002% | |
| 8/19/2025 | State of Wyoming | 43,000 | $788K | 0.1% | +70.4% | 0.006% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 4,232 | $78K | 0.0% | +93.2% | 0.001% | |
| 8/18/2025 | Westwood Holdings Group Inc. | 1,645,511 | $30.15M | 0.2% | -3.1% | 0.234% | |
| 8/18/2025 | Castleark Management LLC | 70,459 | $1.29M | 0.0% | -30.0% | 0.010% | |
| 8/15/2025 | Corient Private Wealth LLC | 460,632 | $8.44M | 0.0% | +90.3% | 0.065% | |
| 8/15/2025 | BROOKFIELD Corp ON | 6,774,650 | $124.11M | 0.2% | +18.9% | 0.963% | |
| 8/15/2025 | Energy Income Partners LLC | 1,131,106 | $20.72M | 0.4% | -1.8% | 0.161% | |
| 8/15/2025 | Curi Capital LLC | 60,746 | $1.11M | 0.0% | N/A | 0.009% | |
| 8/15/2025 | BNP Paribas Financial Markets | 1,789,720 | $32.79M | 0.0% | -32.7% | 0.254% | |
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| 8/15/2025 | Ameriprise Financial Inc. | 39,778 | $716K | 0.0% | +10.1% | 0.006% | |
| 8/14/2025 | Sentinel Wealth Management Inc. | 12,206 | $224K | 0.2% | N/A | 0.002% | |
| 8/14/2025 | Raymond James Financial Inc. | 698,458 | $12.80M | 0.0% | +5.1% | 0.099% | |
| 8/14/2025 | Quantinno Capital Management LP | 31,233 | $572K | 0.0% | +3.4% | 0.004% | |
| 8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 15,976,844 | $292.70M | 0.6% | -3.0% | 2.272% | |
| 8/14/2025 | HUB Investment Partners LLC | 91,113 | $1.67M | 0.1% | +5.6% | 0.013% | |
| 8/14/2025 | Glenview Trust co | 22,076 | $404K | 0.0% | N/A | 0.003% | |
| 8/14/2025 | Sei Investments Co. | 20,064 | $368K | 0.0% | -60.4% | 0.003% | |
| 8/14/2025 | NewEdge Advisors LLC | 111,268 | $2.04M | 0.0% | +757.1% | 0.016% | |
| 8/14/2025 | CoreFirst Bank & Trust | 5,255 | $96K | 0.1% | N/A | 0.001% | |
| 8/14/2025 | Bollard Group LLC | 1,131,158 | $20.72M | 0.5% | +13.2% | 0.161% | |
| 8/14/2025 | Cerity Partners LLC | 104,745 | $1.92M | 0.0% | -9.0% | 0.015% | |
| 8/13/2025 | Jump Financial LLC | 520,594 | $9.54M | 0.1% | +415.3% | 0.074% | |
| 8/13/2025 | Quantum Portfolio Management LLC | 49,035 | $898K | 0.4% | -5.9% | 0.007% | |
| 8/13/2025 | First Trust Advisors LP | 404,921 | $7.42M | 0.0% | +4.1% | 0.058% | |
| 8/13/2025 | Crescent Grove Advisors LLC | 220,540 | $4.04M | 0.4% | +10.1% | 0.031% | |
| 8/13/2025 | Guggenheim Capital LLC | 46,288 | $848K | 0.0% | +5.9% | 0.007% | |
| 8/13/2025 | Invesco Ltd. | 32,602,733 | $597.28M | 0.1% | +10.1% | 4.636% | |
| 8/13/2025 | Plan Group Financial LLC | 15,000 | $275K | 0.1% | N/A | 0.002% | |
| 8/13/2025 | Argyle Capital Partners LLC | 13,000 | $238K | 0.2% | -10.3% | 0.002% | |
| 8/13/2025 | Beacon Pointe Advisors LLC | 64,746 | $1.19M | 0.0% | N/A | 0.009% | |
| 8/13/2025 | NBW Capital LLC | 624,089 | $11.43M | 2.5% | -4.8% | 0.089% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,898 | $35K | 0.0% | -64.4% | 0.000% | |
| 8/13/2025 | Quadrant Capital Group LLC | 80,845 | $1.48M | 0.1% | +6.6% | 0.011% | |
| 8/12/2025 | Advisors Asset Management Inc. | 323,590 | $5.93M | 0.1% | +16.7% | 0.046% | |
| 8/12/2025 | Southeast Asset Advisors LLC | 17,500 | $321K | 0.0% | +16.7% | 0.002% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 53,334 | $977K | 0.0% | +19.1% | 0.008% | |
| 8/12/2025 | JPMorgan Chase & Co. | 6,231,899 | $114.17M | 0.0% | +2.4% | 0.886% | |
| 8/11/2025 | Pin Oak Investment Advisors Inc. | 14,300 | $286K | 0.2% | +26.5% | 0.002% | |
| 8/11/2025 | Rothschild Investment LLC | 11,950 | $219K | 0.0% | +10.9% | 0.002% | |
“Sell Nvidia before earnings” (Ad) Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has been chasing the AI giant, Eric says its biggest customers are now its biggest competitors — and that could spell trouble ahead.
Instead, he’s urging investors to consider a little-known hardware company that’s already starting to take off. In fact, while Nvidia has slipped over the past 30 days, this “off-the-radar” stock is up 18% — and Eric believes the run is just beginning. See Eric’s full analysis and get all 7 free trade ideas here |
| 8/11/2025 | Duff & Phelps Investment Management Co. | 1,856,900 | $34.02M | 0.4% | -15.1% | 0.264% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 188,345 | $3.66M | 0.0% | +1.2% | 0.027% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 14,513 | $266K | 0.0% | +15.0% | 0.002% | |
| 8/8/2025 | Westwood Holdings Group Inc. | 44,938 | $823K | 0.0% | -97.4% | 0.006% | |
| 8/8/2025 | Cetera Investment Advisers | 193,994 | $3.55M | 0.0% | +1.6% | 0.028% | |
| 8/8/2025 | Creative Planning | 63,805 | $1.17M | 0.0% | +2.2% | 0.009% | |
| 8/8/2025 | SG Americas Securities LLC | 12,632 | $231K | 0.0% | +44.3% | 0.002% | |
| 8/8/2025 | Prospect Financial Services LLC | 58,519 | $1.07M | 0.6% | -16.8% | 0.008% | |
| 8/8/2025 | Hibernia Wealth Partners LLC | 11,727 | $215K | 0.1% | N/A | 0.002% | |
| 8/8/2025 | Geode Capital Management LLC | 602,204 | $11.03M | 0.0% | +0.9% | 0.086% | |
| 8/7/2025 | Cascade Financial Partners LLC | 10,266 | $188K | 0.0% | N/A | 0.001% | |
| 8/7/2025 | Allworth Financial LP | 5,696 | $104K | 0.0% | +397.9% | 0.001% | |
| 8/7/2025 | Americana Partners LLC | 273,307 | $5.01M | 0.2% | +6.1% | 0.039% | |
| 8/7/2025 | ProShare Advisors LLC | 36,375 | $666K | 0.0% | +17.2% | 0.005% | |
| 8/7/2025 | Acadian Asset Management LLC | 761,052 | $13.94M | 0.0% | -53.1% | 0.108% | |
| 8/7/2025 | Parkside Financial Bank & Trust | 59,965 | $1.10M | 0.1% | +2.5% | 0.009% | |
| 8/6/2025 | AE Wealth Management LLC | 13,219 | $242K | 0.0% | +6.9% | 0.002% | |
| 8/6/2025 | Wedbush Securities Inc. | 26,764 | $490K | 0.0% | -4.5% | 0.004% | |
| 8/6/2025 | Chancellor Financial Group WB LP | 11,957 | $219K | 0.2% | +9.1% | 0.002% | |
| 8/6/2025 | Texas Yale Capital Corp. | 577,343 | $10.58M | 0.3% | -0.7% | 0.082% | |
| 8/6/2025 | Kayne Anderson Capital Advisors LP | 5,119,534 | $93.79M | 2.2% | -7.3% | 0.728% | |
| 8/5/2025 | Corps Capital Advisors LLC | 52,468 | $961K | 1.5% | +7.1% | 0.007% | |
| 8/5/2025 | Fullcircle Wealth LLC | 26,546 | $476K | 0.2% | +69.5% | 0.004% | |
| 8/4/2025 | Spire Wealth Management | 17,422 | $319K | 0.0% | -17.1% | 0.002% | |
| 8/4/2025 | Arkadios Wealth Advisors | 28,918 | $530K | 0.0% | +14.5% | 0.004% | |
| 8/4/2025 | ELCO Management Co. LLC | 178,065 | $3.26M | 1.7% | +1.3% | 0.025% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 363,557 | $6.66M | 0.0% | +4.1% | 0.052% | |
| 7/31/2025 | Jackson Hole Capital Partners LLC | 55,296 | $1.01M | 0.2% | +2.3% | 0.008% | |
| 7/30/2025 | Brookstone Capital Management | 17,105 | $313K | 0.0% | -4.9% | 0.002% | |
| 7/30/2025 | D.A. Davidson & CO. | 29,433 | $539K | 0.0% | +12.1% | 0.004% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 27,955 | $512K | 0.0% | -3.2% | 0.004% | |
| 7/29/2025 | Stephens Inc. AR | 111,785 | $2.05M | 0.0% | +19.5% | 0.016% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 212,346 | $3.97M | 0.1% | -1.2% | 0.030% | |
| 7/29/2025 | Spirit of America Management Corp NY | 269,300 | $4.93M | 1.0% | -19.0% | 0.038% | |
| 7/29/2025 | Arista Wealth Management LLC | 11,600 | $213K | 0.0% | N/A | 0.002% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 31,352 | $574K | 0.0% | +10.9% | 0.004% | |
| 7/29/2025 | Oxbow Advisors LLC | 113,932 | $2.09M | 0.2% | -3.4% | 0.016% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 40,820 | $748K | 0.1% | +22.5% | 0.006% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 3,888 | $71K | 0.0% | N/A | 0.001% | |
| 7/28/2025 | Mutual Advisors LLC | 17,062 | $319K | 0.0% | +39.8% | 0.002% | |
| 7/28/2025 | Morningstar Investment Management LLC | 52,623 | $964K | 0.1% | +6.7% | 0.007% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 27,550 | $508K | 0.0% | -16.6% | 0.004% | |
| 7/25/2025 | Quantum Financial Planning Services Inc. | 10,000 | $183K | 0.1% | N/A | 0.001% | |
| 7/25/2025 | Apollon Wealth Management LLC | 80,515 | $1.48M | 0.0% | +0.8% | 0.011% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 50,982 | $934K | 0.1% | N/A | 0.007% | |
| 7/24/2025 | Blue Trust Inc. | 1,761 | $32K | 0.0% | +76.1% | 0.000% | |
| 7/24/2025 | Wealthstar Advisors LLC | 41,383 | $758K | 0.3% | +10.8% | 0.006% | |
| 7/24/2025 | IFP Advisors Inc | 8,457 | $155K | 0.0% | -23.7% | 0.001% | |
| 7/24/2025 | Blair William & Co. IL | 42,440 | $778K | 0.0% | +70.6% | 0.006% | |
| 7/24/2025 | US Bancorp DE | 123,242 | $2.26M | 0.0% | -2.5% | 0.018% | |
Musk’s Project Colossus could mint millionaires (Ad) I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history.
And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI. All the details are waiting for you now — but you need to act before the September 1st funding windo |
| 7/23/2025 | Maryland State Retirement & Pension System | 418,310 | $7.66M | 0.2% | +6.2% | 0.059% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 14,677 | $269K | 0.1% | -4.1% | 0.002% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 40,278 | $738K | 0.8% | +2.5% | 0.006% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 21,101 | $387K | 0.0% | +48.4% | 0.003% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,139 | $58K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Hilltop National Bank | 3,300 | $60K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Naples Global Advisors LLC | 12,900 | $236K | 0.0% | +15.7% | 0.002% | |
| 7/18/2025 | PFG Investments LLC | 67,997 | $1.25M | 0.1% | +24.5% | 0.010% | |
| 7/17/2025 | HB Wealth Management LLC | 15,247 | $279K | 0.0% | +5.2% | 0.002% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 105,263 | $1.93M | 0.0% | +3.3% | 0.015% | |
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