| 11/18/2024 | Sunbelt Securities Inc. | 5,000 | $309K | 0.0% | +733.3% | 0.034% | |
| 11/15/2024 | State Street Corp | 6,505 | $402K | 0.0% | +3.8% | 0.000% | |
| 11/15/2024 | Stifel Financial Corp | 15,122 | $934K | 0.0% | -3.2% | 0.000% | |
| 11/15/2024 | HighTower Advisors LLC | 6,334 | $391K | 0.0% | -7.0% | 0.000% | |
| 11/14/2024 | Captrust Financial Advisors | 3,729 | $230K | 0.0% | N/A | 0.000% | |
| 11/13/2024 | Horizon Kinetics Asset Management LLC | 100,368 | $6.20M | 0.1% | +0.7% | 0.000% | |
|
| 11/8/2024 | Moors & Cabot Inc. | 25,659 | $1.59M | 0.1% | +6.9% | 0.000% | |
| 11/8/2024 | Prospera Financial Services Inc | 28,519 | $1.76M | 0.0% | +12.1% | 0.000% | |
| 11/1/2024 | Verdence Capital Advisors LLC | 11,000 | $679K | 0.1% | -5.2% | 0.000% | |
| 11/1/2024 | Philip James Wealth Mangement LLC | 5,302 | $327K | 0.0% | N/A | 0.000% | |
| 10/31/2024 | Concurrent Investment Advisors LLC | 27,614 | $1.70M | 0.1% | +491.9% | 0.189% | |
| 10/23/2024 | Mraz Amerine & Associates Inc. | 25,658 | $1.58M | 0.3% | -1.2% | 0.000% | |
| 10/9/2024 | BWM Planning LLC | 21,552 | $1.33M | 0.6% | N/A | 0.148% | |
| 10/8/2024 | Howard Financial Services LTD. | 67,496 | $4.16M | 0.6% | +160.8% | 0.463% | |
| 10/2/2024 | American National Bank & Trust | 36,668 | $2.27M | 0.3% | +1.3% | 0.000% | |
| 8/12/2024 | Hsbc Holdings PLC | 5,000 | $323K | 0.0% | N/A | 0.034% | |
| 8/9/2024 | Moors & Cabot Inc. | 23,998 | $1.55M | 0.1% | +0.8% | 0.165% | |
| 8/1/2024 | Chilton Capital Management LLC | 45,856 | $2.96M | 0.1% | -4.2% | 0.315% | |
| 8/1/2024 | Mraz Amerine & Associates Inc. | 25,958 | $1.68M | 0.3% | -2.2% | 0.178% | |
| 8/1/2024 | Fielder Capital Group LLC | 11,377 | $736K | 0.3% | -3.0% | 0.078% | |
| 7/31/2024 | Essex Financial Services Inc. | 9,923 | $642K | 0.0% | -17.0% | 0.068% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 38,820 | $2.51M | 0.0% | +77.1% | 0.266% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 4,665 | $302K | 0.0% | N/A | 0.032% | |
| 7/29/2024 | TrueMark Investments LLC | 17,105 | $1.11M | 0.4% | N/A | 0.117% | |
| 7/24/2024 | Family Firm Inc. | 750 | $48K | 0.0% | N/A | 0.005% | |
| 7/19/2024 | Raymond James & Associates | 26,427 | $1.71M | 0.0% | +2.3% | 0.181% | |
| 7/17/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,437 | $92K | 0.0% | -76.5% | 0.010% | |
| 7/12/2024 | Capital Investment Advisors LLC | 13,360 | $862K | 0.0% | -3.2% | 0.092% | |
| 7/9/2024 | Olistico Wealth LLC | 427 | $28K | 0.0% | N/A | 0.003% | |
| 5/17/2024 | Creekmur Asset Management LLC | 889 | $56K | 0.0% | -59.1% | 0.006% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 23,815 | $1.51M | 0.2% | -28.0% | 0.163% | |
| 5/7/2024 | Chilton Capital Management LLC | 47,862 | $3.03M | 0.1% | -3.8% | 0.328% | |
| 5/7/2024 | Significant Wealth Partners LLC | 35,934 | $2.27M | 1.5% | -8.1% | 0.246% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 515 | $33K | 0.0% | -68.1% | 0.004% | |
| 5/1/2024 | Blue Trust Inc. | 24,992 | $1.59M | 0.0% | +5.6% | 0.171% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 175,711 | $11.17M | 0.0% | N/A | 1.205% | |
| 4/30/2024 | Commonwealth Equity Services LLC | 21,918 | $1.39M | 0.0% | +5.0% | 0.150% | |
| 4/24/2024 | 1900 Wealth Management LLC | 4,765 | $303K | 0.0% | +26.6% | 0.033% | |
| 4/24/2024 | Essex Financial Services Inc. | 11,957 | $760K | 0.1% | -6.1% | 0.082% | |
| 4/16/2024 | Howard Financial Services LTD. | 25,745 | $1.63M | 0.3% | +0.7% | 0.177% | |
Man behind OpenAI makes shocking new bet (Ad) Billionaire Sam Altman has become one of the most powerful men in the world by running OpenAI…
But there’s a far lesser known investment he’s making that could put OpenAI to shame.
In fact this Sam Altman-backed company could actually become a crucial partner for OpenAI…
And the US Military… not to mention hundreds of other giant companies around the globe.
To make the story even crazier… this company only recently became viable, thanks to an obscure piece of legislation that President Trump signed before he left office…
Which ordered the government to take this incredible new technology seriously. Check out our report right here. |
| 4/10/2024 | American National Bank | 36,185 | $2.30M | 0.3% | +0.6% | 0.248% | |
| 3/1/2024 | Creekmur Asset Management LLC | 2,173 | $147K | 0.0% | N/A | 0.015% | |
| 2/16/2024 | Burford Brothers Inc. | 10,000 | $677K | 0.5% | N/A | 0.069% | |
| 2/13/2024 | Holderness Investments Co. | 6,000 | $406K | 0.1% | N/A | 0.041% | |
| 2/13/2024 | Peapack Gladstone Financial Corp | 22,482 | $1.53M | 0.0% | -3.0% | 0.154% | |
| 2/9/2024 | King Luther Capital Management Corp | 150,107 | $10.19M | 0.0% | -0.3% | 1.030% | |
| 2/8/2024 | Beacon Pointe Advisors LLC | 198,490 | $13.44M | 0.2% | +2.8% | 1.361% | |
| 2/6/2024 | Fielder Capital Group LLC | 11,733 | $796K | 0.5% | N/A | 0.080% | |
| 2/6/2024 | TCG Advisory Services LLC | 4,370 | $296K | 0.0% | N/A | 0.030% | |
| 2/6/2024 | Essex Financial Services Inc. | 12,736 | $864K | 0.1% | +12.6% | 0.087% | |
| 2/5/2024 | Islay Capital Management LLC | 3,500 | $237K | 0.2% | +16.7% | 0.024% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 4,115 | $279K | 0.0% | -20.4% | 0.028% | |
| 2/1/2024 | 1900 Wealth Management LLC | 3,765 | $255K | 0.0% | -25.0% | 0.026% | |
| 2/1/2024 | Significant Wealth Partners LLC | 39,090 | $2.65M | 1.9% | N/A | 0.268% | |
| 1/31/2024 | Mraz Amerine & Associates Inc. | 28,312 | $1.92M | 0.4% | -1.6% | 0.194% | |
| 1/30/2024 | Tyche Wealth Partners LLC | 5,083 | $345K | 0.1% | N/A | 0.035% | |
| 1/29/2024 | Koshinski Asset Management Inc. | 33,085 | $2.24M | 0.3% | +39.1% | 0.227% | |
| 1/26/2024 | Geneos Wealth Management Inc. | 1,615 | $110K | 0.0% | -13.4% | 0.011% | |
| 1/18/2024 | Chilton Capital Management LLC | 49,772 | $3.37M | 0.2% | -0.4% | 0.341% | |
| 1/16/2024 | Raymond James & Associates | 25,837 | $1.75M | 0.0% | -2.4% | 0.177% | |
| 11/13/2023 | Bramshill Investments LLC | 19,594 | $1.29M | 0.2% | -9.7% | 0.134% | |
| 11/13/2023 | Mraz Amerine & Associates Inc. | 28,762 | $1.89M | 0.4% | -1.0% | 0.197% | |
| 11/9/2023 | Navellier & Associates Inc. | 6,532 | $430K | 0.1% | -37.5% | 0.045% | |
| 11/8/2023 | HighTower Advisors LLC | 9,947 | $654K | 0.0% | +40.9% | 0.068% | |
| 11/8/2023 | Pathstone Family Office LLC | 3,617 | $238K | 0.0% | N/A | 0.025% | |
| 11/8/2023 | Atria Wealth Solutions Inc. | 5,167 | $340K | 0.0% | +23.5% | 0.035% | |
| 11/8/2023 | Argent Trust Co | 4,977 | $328K | 0.0% | -6.4% | 0.034% | |
| 11/8/2023 | Moors & Cabot Inc. | 10,967 | $723K | 0.0% | +2.8% | 0.075% | |
| 11/7/2023 | Virtus ETF Advisers LLC | 3,031 | $200K | 0.1% | -5.3% | 0.021% | |
| 11/7/2023 | Quantbot Technologies LP | 665 | $44K | 0.0% | -81.6% | 0.005% | |
| 10/24/2023 | Raymond James & Associates | 26,478 | $1.75M | 0.0% | -1.5% | 0.182% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 8,732 | $575K | 0.0% | +2.3% | 0.060% | |
| 10/23/2023 | Commonwealth Equity Services LLC | 18,943 | $1.25M | 0.0% | +3.2% | 0.130% | |
| 10/18/2023 | Koshinski Asset Management Inc. | 23,780 | $1.56M | 0.2% | +8.3% | 0.163% | |
| 10/16/2023 | Capital Investment Advisors LLC | 14,070 | $925K | 0.0% | -3.6% | 0.097% | |
| 10/11/2023 | Adviser Investments LLC | 10,209 | $673K | 0.0% | N/A | 0.070% | |
| 10/11/2023 | Greylin Investment Management Inc | 9,100 | $598K | 0.1% | N/A | 0.062% | |
| 8/21/2023 | BOKF NA | 25,000 | $1.65M | 0.0% | -2.9% | 0.171% | |
| 8/15/2023 | Beacon Pointe Advisors LLC | 145,069 | $9.55M | 0.2% | +453.4% | 0.995% | |
| 8/15/2023 | Chilton Investment Co. Inc. | 9,067 | $598K | 0.0% | N/A | 0.062% | |
| 8/14/2023 | Perritt Capital Management Inc. | 2,600 | $171K | 0.1% | -6.5% | 0.018% | |
| 8/14/2023 | Chilton Capital Management LLC | 51,224 | $3.37M | 0.2% | +0.9% | 0.351% | |
| 8/14/2023 | Horizon Kinetics Asset Management LLC | 42,311 | $2.79M | 0.1% | +20.3% | 0.290% | |
| 8/10/2023 | Moors & Cabot Inc. | 10,672 | $704K | 0.0% | +7.9% | 0.073% | |
| 8/9/2023 | Veritable L.P. | 3,617 | $239K | 0.0% | N/A | 0.025% | |
| 8/9/2023 | BNP Paribas Arbitrage SNC | 7,545 | $498K | 0.0% | -35.7% | 0.052% | |
| 8/9/2023 | Essex Financial Services Inc. | 11,460 | $756K | 0.1% | -72.9% | 0.079% | |
| 8/8/2023 | Kovitz Investment Group Partners LLC | 7,032 | $463K | 0.0% | N/A | 0.048% | |
| 8/8/2023 | Prospera Financial Services Inc | 18,122 | $1.20M | 0.0% | +10.9% | 0.124% | |
| 8/7/2023 | Royce & Associates LP | 42,848 | $2.83M | 0.0% | -10.1% | 0.294% | |
Man behind OpenAI makes shocking new bet (Ad) Billionaire Sam Altman has become one of the most powerful men in the world by running OpenAI…
But there’s a far lesser known investment he’s making that could put OpenAI to shame.
In fact this Sam Altman-backed company could actually become a crucial partner for OpenAI…
And the US Military… not to mention hundreds of other giant companies around the globe.
To make the story even crazier… this company only recently became viable, thanks to an obscure piece of legislation that President Trump signed before he left office…
Which ordered the government to take this incredible new technology seriously. Check out our report right here. |
| 8/4/2023 | Custos Family Office LLC | 5,564 | $367K | 0.2% | -36.8% | 0.038% | |
| 8/4/2023 | Oxbow Advisors LLC | 18,661 | $1.23M | 0.2% | +7.7% | 0.128% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 4,184 | $276K | 0.0% | +64.9% | 0.029% | |
| 8/3/2023 | Advisors Capital Management LLC | 3,450 | $227K | 0.0% | -9.2% | 0.024% | |
| 8/1/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 6,116 | $403K | 0.0% | +325.6% | 0.042% | |
| 7/31/2023 | LPL Financial LLC | 18,494 | $1.22M | 0.0% | +4.7% | 0.127% | |
| 7/28/2023 | Koshinski Asset Management Inc. | 21,961 | $1.45M | 0.2% | N/A | 0.151% | |
| 7/27/2023 | Virtu Financial LLC | 4,533 | $299K | 0.0% | N/A | 0.031% | |
| 7/14/2023 | Ronald Blue Trust Inc. | 23,665 | $1.70M | 0.0% | -60.4% | 0.162% | |
| 7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,533 | $563K | 0.0% | +14.1% | 0.059% | |
