3/27/2025 | Milestone Asset Management Group LLC | 9,389 | $1.65M | 1.5% | N/A | 0.002% | |
3/25/2025 | Higgins & Schmidt Wealth Strategies LLC | 1,795 | $315K | 0.2% | -9.3% | 0.000% | |
3/24/2025 | Fire Capital Management LLC | 24,469 | $4.29M | 3.2% | N/A | 0.006% | |
3/24/2025 | Fulcrum Equity Management | 1,235 | $216K | 0.2% | -86.1% | 0.000% | |
3/24/2025 | Mascagni Wealth Management Inc. | 6,507 | $1.14M | 1.0% | N/A | 0.002% | |
3/21/2025 | Prostatis Group LLC | 21,161 | $3.71M | 1.1% | +5.7% | 0.005% | |
3/18/2025 | Objective Capital Management LLC | 1,249 | $219K | 0.1% | -56.5% | 0.000% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 612,351 | $107.30M | 0.2% | +17.9% | 0.147% | |
3/17/2025 | Members Wealth LLC | 5,047 | $907K | 0.7% | N/A | 0.001% | |
3/13/2025 | Silver Oak Wealth Advisors Services LLC | 2,094 | $367K | 0.3% | N/A | 0.001% | |
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3/12/2025 | Centaurus Financial Inc. | 19,631 | $3.44M | 0.2% | -3.8% | 0.005% | |
3/11/2025 | Lighthouse Financial LLC | 1,930 | $338K | 0.3% | N/A | 0.000% | |
3/10/2025 | Mattson Financial Services LLC | 194 | $35K | 0.0% | N/A | 0.000% | |
3/6/2025 | Wood Tarver Financial Group LLC | 3,753 | $657K | 0.2% | N/A | 0.001% | |
3/6/2025 | TFR Capital LLC. | 11,924 | $2.09M | 1.0% | N/A | 0.003% | |
3/6/2025 | Plotkin Financial Advisors LLC | 1,209 | $212K | 0.1% | -29.7% | 0.000% | |
3/4/2025 | Birmingham Capital Management Co. Inc. AL | 3,120 | $547K | 0.2% | -8.8% | 0.001% | |
3/4/2025 | Smith Shellnut Wilson LLC ADV | 2,039 | $357K | 0.2% | -43.6% | 0.000% | |
3/3/2025 | American Investment Services Inc. | 10,046 | $1.76M | 0.3% | -11.1% | 0.002% | |
2/28/2025 | Park Square Financial Group LLC | 27,229 | $4.77M | 3.3% | N/A | 0.007% | |
2/28/2025 | Total Wealth Planning & Management Inc. | 1,586 | $278K | 0.3% | N/A | 0.000% | |
2/28/2025 | Brooklyn FI LLC | 34,416 | $6.22M | 1.0% | N/A | 0.008% | |
2/27/2025 | XY Planning Network Inc. | 5,011 | $878K | 0.7% | N/A | 0.001% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 10,461 | $1.83M | 0.3% | +33.1% | 0.003% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 14,801 | $2.59M | 0.5% | -44.6% | 0.004% | |
2/26/2025 | Financial Advisory Corp | 6,521 | $1.14M | 0.2% | N/A | 0.002% | |
2/26/2025 | LM Advisors LLC | 51,259 | $8.98M | 1.5% | +25.7% | 0.012% | |
2/26/2025 | Virtue Capital Management LLC | 143,183 | $25.09M | 5.1% | -7.2% | 0.034% | |
2/26/2025 | Advisor Resource Council | 155,948 | $27.33M | 19.6% | +2,343.9% | 0.047% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 5,938 | $1.04M | 0.6% | N/A | 0.002% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 30,487 | $5.34M | 0.2% | -16.3% | 0.009% | |
2/25/2025 | Shufro Rose & Co. LLC | 166,381 | $29.16M | 2.3% | -5.0% | 0.050% | |
2/25/2025 | Integrated Advisors Network LLC | 53,641 | $9.40M | 0.4% | -18.8% | 0.016% | |
2/25/2025 | Polar Asset Management Partners Inc. | 227,700 | $39.90M | 0.4% | N/A | 0.068% | |
2/24/2025 | Great Valley Advisor Group Inc. | 90,942 | $15.94M | 0.4% | +241.3% | 0.027% | |
2/24/2025 | Cypress Asset Management Inc. TX | 8,487 | $1.63M | 0.4% | N/A | 0.003% | |
2/24/2025 | Ameriflex Group Inc. | 2,144 | $389K | 0.2% | N/A | 0.001% | |
2/24/2025 | United Advisor Group LLC | 1,769 | $310K | 0.1% | -12.6% | 0.001% | |
2/21/2025 | WNY Asset Management LLC | 2,985 | $523K | 0.1% | +15.8% | 0.001% | |
2/21/2025 | Vermillion Wealth Management Inc. | 488 | $86K | 0.0% | N/A | 0.000% | |
Here’s how you could profit from Elon’s NVIDIA partnership (Ad) Elon Musk recently offered NVIDIA $1 billion...
To buy a cluster of their cutting-edge GB200 AI chips.
Why?
Because Elon is quietly building the most powerful AI supercomputer on the planet.
It's called "Project Colossus"... Don't know where to start investing in AI? Check out my latest investor briefing. |
2/20/2025 | Forum Financial Management LP | 4,367 | $765K | 0.0% | +6.3% | 0.001% | |
2/20/2025 | Castlekeep Investment Advisors LLC | 50,291 | $8.81M | 1.4% | N/A | 0.015% | |
2/20/2025 | Peak Retirement Planning Inc. | 3,750 | $657K | 0.4% | N/A | 0.001% | |
2/19/2025 | Toronto Dominion Bank | 38,956 | $6.82M | 0.0% | -9.6% | 0.012% | |
2/19/2025 | Richmond Investment Services LLC | 4,119 | $722K | 0.4% | N/A | 0.001% | |
2/18/2025 | Wick Capital Partners LLC | 19,410 | $3.40M | 1.0% | -2.5% | 0.006% | |
2/18/2025 | Western Wealth Management LLC | 4,107 | $720K | 0.2% | -49.0% | 0.001% | |
2/18/2025 | Vega Investment Solutions | 7,462 | $1.31M | 1.1% | N/A | 0.002% | |
2/18/2025 | Investment Management Corp VA ADV | 14,377 | $2.52M | 2.3% | N/A | 0.004% | |
2/18/2025 | Sunbelt Securities Inc. | 10,491 | $1.84M | 0.2% | +7.1% | 0.003% | |
2/18/2025 | GTS Securities LLC | 83,772 | $14.67M | 0.7% | +207.1% | 0.025% | |
2/18/2025 | Pettinga Financial Advisors LLC | 24,966 | $4.38M | 1.0% | +745.4% | 0.007% | |
2/18/2025 | Retirement Planning Group LLC | 6,841 | $1.20M | 0.1% | +115.0% | 0.002% | |
2/18/2025 | Navalign LLC | 37,609 | $6.59M | 1.9% | +2.2% | 0.011% | |
2/18/2025 | JT Stratford LLC | 3,795 | $665K | 0.1% | -1.9% | 0.001% | |
2/18/2025 | Cornerstone Advisory LLC | 1,162 | $210K | 0.0% | N/A | 0.000% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 5,923 | $1.04M | 0.1% | +6.4% | 0.002% | |
2/18/2025 | Harmony Asset Management LLC | 4,752 | $833K | 0.3% | -3.7% | 0.001% | |
2/18/2025 | Orion Capital Management LLC | 26,368 | $4.62M | 2.0% | +0.5% | 0.008% | |
2/18/2025 | Novem Group | 1,223 | $214K | 0.0% | N/A | 0.000% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 26,775 | $4.69M | 0.1% | -29.0% | 0.008% | |
2/18/2025 | First Heartland Consultants Inc. | 16,709 | $2.93M | 0.3% | +236.2% | 0.005% | |
2/18/2025 | Glen Eagle Advisors LLC | 153,921 | $26.97M | 4.5% | +12.3% | 0.046% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 719 | $126K | 0.1% | N/A | 0.000% | |
2/18/2025 | Principal Street Partners LLC | 91,231 | $15.99M | 3.1% | N/A | 0.027% | |
2/18/2025 | Lantern Wealth Advisors LLC | 38,206 | $6.70M | 4.4% | -6.3% | 0.011% | |
2/17/2025 | Vista Investment Management | 4,445 | $779K | 0.3% | +39.2% | 0.001% | |
2/17/2025 | Waverly Advisors LLC | 569,742 | $99.84M | 1.5% | +7.7% | 0.170% | |
2/17/2025 | Wellington Wealth Strategies LLC. | 1,285 | $233K | 0.2% | -43.8% | 0.000% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 18,613 | $3.26M | 0.0% | +12.6% | 0.006% | |
2/17/2025 | Willis Johnson & Associates Inc. | 5,094 | $893K | 0.1% | +7.9% | 0.002% | |
2/17/2025 | Visionary Wealth Advisors | 6,486 | $1.14M | 0.1% | +2.6% | 0.002% | |
2/17/2025 | Westwood Holdings Group Inc. | 167,978 | $29.44M | 0.2% | +11.8% | 0.050% | |
2/17/2025 | Tidal Investments LLC | 1,595 | $279K | 0.0% | -88.6% | 0.000% | |
2/17/2025 | Temasek Holdings Private Ltd | 4,113,052 | $720.73M | 2.8% | N/A | 1.228% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 8,136 | $1.48M | 0.1% | -86.4% | 0.002% | |
2/17/2025 | Toronto Dominion Bank | 38,956 | $6.82M | 0.0% | -9.6% | 0.012% | |
2/17/2025 | Second Line Capital LLC | 65,245 | $11.43M | 3.1% | +2.9% | 0.019% | |
2/17/2025 | Snowden Capital Advisors LLC | 39,669 | $6.95M | 0.2% | +143.8% | 0.012% | |
2/17/2025 | Shapiro Capital Management LLC | 2,100 | $368K | 0.0% | -88.3% | 0.001% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 3,545 | $621K | 0.0% | N/A | 0.001% | |
2/17/2025 | Riverview Capital Advisers LLC | 95,491 | $16.73M | 5.0% | +0.1% | 0.029% | |
2/17/2025 | Point72 Asset Management L.P. | 283,000 | $49.59M | 0.1% | N/A | 0.084% | |
2/17/2025 | Point72 Europe London LLP | 50,100 | $8.78M | 0.5% | N/A | 0.015% | |
2/17/2025 | Polar Asset Management Partners Inc. | 227,700 | $39.90M | 0.6% | N/A | 0.068% | |
2/17/2025 | Port Capital LLC | 88,725 | $15.55M | 0.7% | -12.6% | 0.026% | |
2/17/2025 | Quadcap Wealth Management LLC | 12,198 | $2.14M | 0.3% | +4.6% | 0.004% | |
2/17/2025 | Quantinno Capital Management LP | 29,701 | $5.21M | 0.1% | +165.1% | 0.009% | |
2/17/2025 | Pathstone Holdings LLC | 141,194 | $24.74M | 0.1% | +93.3% | 0.042% | |
2/17/2025 | Main Management LLC | 175,069 | $30.68M | 2.5% | +3.1% | 0.052% | |
Here’s how you could profit from Elon’s NVIDIA partnership (Ad) Elon Musk recently offered NVIDIA $1 billion...
To buy a cluster of their cutting-edge GB200 AI chips.
Why?
Because Elon is quietly building the most powerful AI supercomputer on the planet.
It's called "Project Colossus"... Don't know where to start investing in AI? Check out my latest investor briefing. |
2/17/2025 | Naman Capital Ltda | 233,316 | $40.88M | 24.4% | +82.5% | 0.070% | |
2/17/2025 | NorthRock Partners LLC | 3,303 | $579K | 0.0% | +14.2% | 0.001% | |
2/17/2025 | Napa Wealth Management | 3,242 | $568K | 0.2% | N/A | 0.001% | |
2/17/2025 | MJP Associates Inc. ADV | 12,306 | $2.16M | 0.4% | -5.5% | 0.004% | |
2/17/2025 | Lionshead Wealth Management LLC | 6,356 | $1.11M | 0.8% | N/A | 0.002% | |
2/17/2025 | Jefferies Financial Group Inc. | 160,510 | $28.13M | 0.2% | +20.0% | 0.039% | |
2/17/2025 | Junto Capital Management LP | 1,376,923 | $241.28M | 4.7% | N/A | 0.411% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 3,289 | $576K | 0.0% | -13.0% | 0.001% | |
2/17/2025 | Geller Advisors LLC | 112,515 | $19.72M | 1.3% | +0.9% | 0.034% | |
2/17/2025 | Global Assets Advisory LLC | 9,121 | $1.59M | 0.9% | -3.5% | 0.003% | |