| 7/25/2025 | Atria Wealth Solutions Inc. | 21,058 | $548K | 0.0% | -75.9% | 0.000% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 60,569 | $1.58M | 0.0% | -17.7% | 0.001% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 126,542 | $3.29M | 0.0% | +11.9% | 0.002% | |
| 7/25/2025 | Yousif Capital Management LLC | 62,581 | $1.63M | 0.0% | +188.6% | 0.001% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 1,973,638 | $50.27M | 0.1% | +4,056.6% | 0.033% | |
| 7/25/2025 | LRI Investments LLC | 8,429 | $219K | 0.0% | +8.2% | 0.000% | |
| 7/25/2025 | CWM LLC | 295,888 | $7.70M | 0.0% | -2.3% | 0.005% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 365,936 | $9.53M | 0.1% | +10.9% | 0.006% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 10,650 | $277K | 0.0% | +32.0% | 0.000% | |
| 7/25/2025 | Apollon Wealth Management LLC | 27,117 | $706K | 0.0% | +2.7% | 0.000% | |
Get the Latest News and Ratings for SONY and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Sony and its competitors with MarketBeat's FREE daily newsletter. |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 9,750 | $254K | 0.0% | +15.4% | 0.000% | |
| 7/25/2025 | Natural Investments LLC | 79,536 | $2.07M | 0.5% | +15.8% | 0.001% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 1,500 | $39K | 0.0% | N/A | 0.000% | |
| 7/24/2025 | PDS Planning Inc | 34,327 | $894K | 0.1% | +8.3% | 0.001% | |
| 7/24/2025 | Blue Trust Inc. | 34,487 | $898K | 0.0% | +99.1% | 0.001% | |
| 7/24/2025 | Stiles Financial Services Inc | 54,698 | $1.42M | 0.5% | -17.2% | 0.001% | |
| 7/24/2025 | Callan Family Office LLC | 227,143 | $5.91M | 0.2% | +234.8% | 0.004% | |
| 7/24/2025 | Blair William & Co. IL | 57,209 | $1.49M | 0.0% | -1.4% | 0.001% | |
| 7/24/2025 | US Bancorp DE | 673,867 | $17.54M | 0.0% | +1.9% | 0.011% | |
| 7/23/2025 | Optas LLC | 19,052 | $496K | 0.1% | +2.7% | 0.000% | |
| 7/23/2025 | Secured Retirement Advisors LLC | 61,050 | $1.59M | 0.9% | -0.7% | 0.001% | |
| 7/23/2025 | Abel Hall LLC | 11,245 | $293K | 0.1% | -10.6% | 0.000% | |
| 7/23/2025 | Venturi Wealth Management LLC | 14,290 | $372K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | DMC Group LLC | 40,523 | $1.06M | 0.8% | +3.2% | 0.001% | |
| 7/23/2025 | Avantra Family Wealth Inc. | 31,358 | $816K | 0.7% | -3.9% | 0.001% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 26,608 | $693K | 0.0% | -3.2% | 0.000% | |
| 7/22/2025 | DAVENPORT & Co LLC | 176,669 | $4.60M | 0.0% | -7.9% | 0.003% | |
| 7/22/2025 | Marks Group Wealth Management Inc | 72,768 | $1.89M | 0.2% | +1.4% | 0.001% | |
| 7/22/2025 | Highland Capital Management LLC | 195,425 | $5.09M | 0.3% | -3.5% | 0.003% | |
| 7/22/2025 | Boston Common Asset Management LLC | 263,746 | $6.87M | 0.2% | -19.2% | 0.004% | |
| 7/22/2025 | Figure 8 Investment Strategies LLC | 109,388 | $2.85M | 2.8% | +4.4% | 0.002% | |
| 7/21/2025 | QRG Capital Management Inc. | 585,467 | $15.24M | 0.1% | +17.6% | 0.010% | |
| 7/21/2025 | Successful Portfolios LLC | 95,176 | $2.48M | 1.5% | -3.4% | 0.002% | |
| 7/21/2025 | Grassi Investment Management | 13,875 | $361K | 0.0% | -6.7% | 0.000% | |
| 7/21/2025 | Franklin Street Advisors Inc. NC | 14,770 | $384K | 0.0% | -9.3% | 0.000% | |
| 7/21/2025 | Ascent Group LLC | 15,985 | $416K | 0.0% | +32.7% | 0.000% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 3,513 | $91K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 22,554 | $587K | 0.0% | +138.2% | 0.000% | |
| 7/21/2025 | Hilltop National Bank | 4,105 | $107K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | J. Safra Sarasin Holding AG | 155,445 | $4.05M | 0.1% | -4.1% | 0.003% | |
The 7 Best Stocks to Own in Summer 2025 (Ad) We’ve got seven great summertime plays for you. These stocks are in a prime position to reward your portfolio… especially if you take action before summer is in full swing!
They cover summer-centric industries such as solar, home improvement, entertainment, travel, and more.
To keep you motivated during these summer months, we’d like to give you a FREE report revealing these companies – 7 Best Stocks to Own in Summer 2025. Get Your Copy of "7 Best Stocks to Own in Summer 2025" Here. |
| 7/18/2025 | Philip James Wealth Mangement LLC | 15,953 | $415K | 0.1% | +6.4% | 0.000% | |
| 7/18/2025 | BSW Wealth Partners | 27,361 | $712K | 0.1% | +2.6% | 0.000% | |
| 7/18/2025 | Trust Co. of Vermont | 4,500 | $117K | 0.0% | N/A | 0.000% | |
| 7/18/2025 | Impact Capital Partners LLC | 7,921 | $206K | 0.1% | N/A | 0.000% | |
| 7/18/2025 | Columbia Asset Management | 109,248 | $2.84M | 0.6% | +2.8% | 0.002% | |
| 7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 145,750 | $3.79M | 0.3% | -12.1% | 0.002% | |
| 7/17/2025 | Greenleaf Trust | 74,096 | $1.93M | 0.0% | -0.6% | 0.001% | |
| 7/17/2025 | HB Wealth Management LLC | 26,158 | $681K | 0.0% | -18.9% | 0.000% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 138,214 | $3.60M | 0.0% | +3.2% | 0.002% | |
| 7/17/2025 | Archford Capital Strategies LLC | 42,338 | $1.10M | 0.1% | N/A | 0.001% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 16,922 | $440K | 0.0% | N/A | 0.000% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 63,798 | $1.66M | 0.2% | -6.9% | 0.001% | |
| 7/17/2025 | Klein Pavlis & Peasley Financial Inc. | 43,800 | $1.14M | 0.8% | N/A | 0.001% | |
| 7/17/2025 | Delta Capital Management LLC | 155,525 | $4.05M | 1.5% | -1.0% | 0.003% | |
| 7/17/2025 | Moody Lynn & Lieberson LLC | 81,838 | $2.13M | 0.1% | +38.2% | 0.001% | |
| 7/17/2025 | Avior Wealth Management LLC | 10,213 | $266K | 0.0% | -12.0% | 0.000% | |
| 7/17/2025 | Sage Rhino Capital LLC | 25,299 | $659K | 0.1% | +2.6% | 0.000% | |
| 7/17/2025 | LVW Advisors LLC | 21,077 | $549K | 0.1% | N/A | 0.000% | |
| 7/16/2025 | Signaturefd LLC | 147,907 | $3.85M | 0.1% | +1.0% | 0.002% | |
| 7/16/2025 | Eagle Global Advisors LLC | 264,690 | $6.89M | 0.3% | +0.2% | 0.004% | |
| 7/16/2025 | Kathmere Capital Management LLC | 30,163 | $785K | 0.1% | +50.4% | 0.000% | |
| 7/16/2025 | Traveka Wealth LLC | 14,930 | $389K | 0.2% | +4.7% | 0.000% | |
| 7/15/2025 | TD Private Client Wealth LLC | 59,663 | $1.55M | 0.0% | -18.7% | 0.001% | |
| 7/15/2025 | Alhambra Investment Management LLC | 39,991 | $1.04M | 0.5% | +3.9% | 0.001% | |
| 7/15/2025 | Financial Management Professionals Inc. | 1,980 | $52K | 0.0% | +81.5% | 0.000% | |
| 7/15/2025 | Ballentine Partners LLC | 83,079 | $2.16M | 0.0% | -4.3% | 0.001% | |
| 7/15/2025 | Norden Group LLC | 34,215 | $891K | 0.1% | -2.2% | 0.001% | |
| 7/15/2025 | Fifth Third Bancorp | 157,030 | $4.09M | 0.0% | -5.0% | 0.003% | |
| 7/15/2025 | Pictet North America Advisors SA | 1,449,910 | $37.74M | 3.7% | +10.2% | 0.024% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 2,655 | $69K | 0.0% | N/A | 0.000% | |
| 7/14/2025 | Seed Wealth Management Inc. | 25,125 | $654K | 0.5% | -3.6% | 0.000% | |
| 7/14/2025 | GAMMA Investing LLC | 43,589 | $1.14M | 0.1% | +11.3% | 0.001% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 16,059 | $418K | 0.0% | +8.4% | 0.000% | |
| 7/14/2025 | Sowell Financial Services LLC | 13,318 | $347K | 0.0% | +3.7% | 0.000% | |
| 7/11/2025 | Mitchell & Pahl Private Wealth LLC | 39,923 | $1.04M | 0.5% | +3.5% | 0.001% | |
| 7/11/2025 | BTC Capital Management Inc. | 89,408 | $2.33M | 0.2% | +1.8% | 0.001% | |
| 7/11/2025 | Cardinal Capital Management Inc. | 1,536,850 | $40.00M | 1.3% | -3.7% | 0.025% | |
| 7/11/2025 | Farther Finance Advisors LLC | 14,529 | $378K | 0.0% | +26.5% | 0.000% | |
| 7/11/2025 | UMB Bank n.a. | 6,932 | $180K | 0.0% | +26.0% | 0.000% | |
| 7/11/2025 | Diversified Trust Co | 10,176 | $265K | 0.0% | -7.9% | 0.000% | |
| 7/10/2025 | Contravisory Investment Management Inc. | 9,615 | $250K | 0.0% | N/A | 0.000% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 110,864 | $2.84M | 0.0% | +11.1% | 0.002% | |
| 7/10/2025 | Wedmont Private Capital | 18,879 | $475K | 0.0% | +17.2% | 0.000% | |
| 7/9/2025 | Sivia Capital Partners LLC | 22,013 | $573K | 0.2% | +23.4% | 0.000% | |
| 7/9/2025 | Sunpointe LLC | 12,984 | $338K | 0.1% | +36.9% | 0.000% | |
| 7/9/2025 | Baron Wealth Management LLC | 17,764 | $462K | 0.2% | +10.0% | 0.000% | |
| 7/9/2025 | Aaron Wealth Advisors LLC | 55,754 | $1.45M | 0.1% | +6.1% | 0.001% | |
| 7/9/2025 | Riversedge Advisors LLC | 10,835 | $282K | 0.1% | +16.2% | 0.000% | |
| 7/8/2025 | Little House Capital LLC | 101,667 | $2.65M | 0.7% | +49.4% | 0.002% | |
| 7/8/2025 | Baker Ellis Asset Management LLC | 7,775 | $202K | 0.0% | N/A | 0.000% | |
Invest where Wall Street isn’t looking—yet (Ad) Some investors quietly turn a few thousand dollars into hundreds of thousands—before a company ever goes public.
Sure… some of that is luck.
But it’s not dumb luck.
It’s knowing where to look, and even more importantly, which deals to avoid. Go Here For Instant Access: From Private to Public: How To Invest In Companies Before They IPO |
| 7/8/2025 | Parallel Advisors LLC | 33,189 | $864K | 0.0% | -1.9% | 0.001% | |
| 7/7/2025 | Somerset Trust Co | 19,192 | $500K | 0.2% | +8.3% | 0.000% | |
| 7/2/2025 | Doliver Advisors LP | 77,583 | $2.02M | 0.6% | -0.5% | 0.001% | |
| 7/2/2025 | Central Pacific Bank Trust Division | 101,000 | $2.63M | 0.3% | -1.5% | 0.002% | |
| 7/1/2025 | Confluence Investment Management LLC | 44,816 | $1.17M | 0.0% | +4.3% | 0.001% | |
| 6/18/2025 | Voya Investment Management LLC | 112,340 | $2.85M | 0.0% | N/A | 0.002% | |
| 5/29/2025 | Rhumbline Advisers | 87,783 | $2.23M | 0.0% | -5.9% | 0.001% | |
| 5/28/2025 | Ellsworth Advisors LLC | 93,156 | $2.37M | 0.6% | +0.9% | 0.002% | |
| 5/21/2025 | Acadian Asset Management LLC | 18,662 | $473K | 0.0% | -51.7% | 0.000% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 9,239 | $235K | 0.0% | +33.8% | 0.000% | |
