| 5/2/2024 | Valley Brook Capital Group Inc. | 3,225 | $425K | 0.3% | -4.4% | 0.001% | |
| 5/2/2024 | PDS Planning Inc | 4,704 | $620K | 0.1% | +3.0% | 0.001% | |
| 5/1/2024 | Capstone Investment Advisors LLC | 10,998 | $1.45M | 0.0% | +534.6% | 0.002% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 112,491 | $14.82M | 0.0% | +6.4% | 0.018% | |
| 5/1/2024 | Rempart Asset Management Inc. | 184,477 | $24.31M | 4.7% | +0.3% | 0.029% | |
| 5/1/2024 | Mission Wealth Management LP | 9,322 | $1.23M | 0.0% | -1.4% | 0.001% | |
|
| 5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 101,355 | $13.24M | 2.3% | -1.5% | 0.016% | |
| 5/1/2024 | Wambolt & Associates LLC | 12,781 | $1.68M | 0.5% | +39.8% | 0.002% | |
| 5/1/2024 | Bray Capital Advisors | 2,440 | $321K | 0.1% | -6.2% | 0.000% | |
| 5/1/2024 | Sequoia Financial Advisors LLC | 5,983 | $788K | 0.0% | -44.6% | 0.001% | |
| 4/30/2024 | Private Advisor Group LLC | 10,263 | $1.35M | 0.0% | +19.4% | 0.002% | |
| 4/30/2024 | Findlay Park Partners LLP | 1,370,068 | $180.45M | 1.7% | +33.3% | 0.215% | |
| 4/30/2024 | Van ECK Associates Corp | 154,493 | $20.35M | 0.0% | +1.7% | 0.024% | |
| 4/30/2024 | JLB & Associates Inc. | 85,318 | $11.24M | 1.5% | -1.9% | 0.013% | |
| 4/30/2024 | SpiderRock Advisors LLC | 5,030 | $654K | 0.0% | N/A | 0.001% | |
| 4/30/2024 | Arkadios Wealth Advisors | 3,389 | $446K | 0.0% | -3.6% | 0.001% | |
| 4/30/2024 | Mayflower Financial Advisors LLC | 9,594 | $1.26M | 0.1% | -1.1% | 0.002% | |
| 4/30/2024 | Claret Asset Management Corp | 13,004 | $1.71M | 0.3% | +1.4% | 0.002% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 49,368 | $6.50M | 0.0% | +1.1% | 0.008% | |
| 4/29/2024 | Greenleaf Trust | 6,512 | $858K | 0.0% | +67.1% | 0.001% | |
| 4/29/2024 | Principal Financial Group Inc. | 1,220,921 | $160.93M | 0.1% | -7.5% | 0.191% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 3,774 | $497K | 0.0% | +23.7% | 0.001% | |
| 4/29/2024 | Notis McConarty Edward | 53,526 | $7.05M | 2.8% | -9.8% | 0.008% | |
| 4/29/2024 | Page Arthur B | 23,031 | $3.03M | 3.1% | -22.0% | 0.004% | |
| 4/29/2024 | RWA Wealth Partners LLC | 37,993 | $5.00M | 0.1% | +1.2% | 0.006% | |
| 4/29/2024 | Mn Services Vermogensbeheer B.V. | 220,760 | $29.10M | 0.2% | -18.5% | 0.035% | |
| 4/29/2024 | Private Capital Advisors Inc. | 46,116 | $6.07M | 0.8% | -0.2% | 0.007% | |
| 4/29/2024 | Marks Group Wealth Management Inc | 2,582 | $340K | 0.0% | -5.2% | 0.000% | |
| 4/29/2024 | Baxter Bros Inc. | 8,775 | $1.16M | 0.1% | -6.4% | 0.001% | |
| 4/27/2024 | K.J. Harrison & Partners Inc | 7,659 | $1.01M | 0.2% | -4.3% | 0.001% | |
| 4/26/2024 | Pinnacle Associates Ltd. | 102,553 | $13.51M | 0.2% | -0.8% | 0.016% | |
| 4/26/2024 | Triasima Portfolio Management inc. | 166,925 | $21.98M | 1.8% | N/A | 0.026% | |
| 4/26/2024 | Harrington Investments INC | 20,358 | $2.68M | 1.5% | +0.8% | 0.003% | |
| 4/26/2024 | UMB Bank n.a. | 1,549 | $204K | 0.0% | +95.3% | 0.000% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 824 | $109K | 0.0% | N/A | 0.000% | |
| 4/26/2024 | SYSTM Wealth Solutions LLC | 4,395 | $579K | 0.1% | +5.6% | 0.001% | |
| 4/26/2024 | Petredis Investment Advisors LLC | 23,030 | $3.03M | 0.4% | +1.0% | 0.004% | |
| 4/25/2024 | Bank of New York Mellon Corp | 13,334,201 | $1.76B | 0.3% | -2.4% | 2.088% | |
| 4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 241,054 | $31.77M | 0.1% | +0.3% | 0.038% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 38,702 | $5.10M | 0.0% | -5.5% | 0.006% | |
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| 4/24/2024 | Patton Albertson Miller Group LLC | 2,020 | $266K | 0.0% | -6.9% | 0.000% | |
| 4/24/2024 | Zullo Investment Group Inc. | 1,551 | $204K | 0.1% | N/A | 0.000% | |
| 4/24/2024 | Simplicity Wealth LLC | 6,053 | $797K | 0.0% | N/A | 0.001% | |
| 4/24/2024 | Spire Wealth Management | 5,458 | $719K | 0.0% | +10.7% | 0.001% | |
| 4/24/2024 | First Pacific Financial | 5,566 | $733K | 0.2% | +2.8% | 0.001% | |
| 4/24/2024 | Assenagon Asset Management S.A. | 16,469 | $2.17M | 0.0% | -1.8% | 0.003% | |
| 4/23/2024 | Bfsg LLC | 200 | $26K | 0.0% | +110.5% | 0.000% | |
| 4/23/2024 | WASHINGTON TRUST Co | 705 | $93K | 0.0% | +207.9% | 0.000% | |
| 4/23/2024 | Venturi Wealth Management LLC | 7,422 | $978K | 0.1% | +69.0% | 0.001% | |
| 4/23/2024 | Rational Advisors LLC | 375 | $49K | 0.0% | N/A | 0.000% | |
| 4/23/2024 | Hall Laurie J Trustee | 28,857 | $3.80M | 1.3% | +0.5% | 0.005% | |
| 4/23/2024 | Gradient Investments LLC | 4,624 | $609K | 0.0% | -14.0% | 0.001% | |
| 4/23/2024 | Fifth Third Bancorp | 44,860 | $5.91M | 0.0% | -5.6% | 0.007% | |
| 4/23/2024 | Strategic Blueprint LLC | 1,525 | $201K | 0.0% | N/A | 0.000% | |
| 4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,470,454 | $190.16M | 1.9% | -0.1% | 0.230% | |
| 4/23/2024 | Cigna Investments Inc. New | 10,145 | $1.34M | 0.3% | -3.1% | 0.002% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 67,345 | $8.87M | 0.0% | +0.1% | 0.011% | |
| 4/22/2024 | Weybosset Research & Management LLC | 88,190 | $11.62M | 4.4% | -2.6% | 0.014% | |
| 4/22/2024 | Harbour Trust & Investment Management Co | 96,139 | $12.66M | 1.6% | -2.6% | 0.015% | |
| 4/22/2024 | PFG Investments LLC | 2,470 | $325K | 0.0% | +49.0% | 0.000% | |
| 4/22/2024 | Sterling Investment Management LLC | 26,524 | $3.49M | 2.5% | -0.8% | 0.004% | |
| 4/22/2024 | Parsons Capital Management Inc. RI | 20,519 | $2.70M | 0.2% | -5.2% | 0.003% | |
| 4/22/2024 | Drive Wealth Management LLC | 2,359 | $311K | 0.1% | N/A | 0.000% | |
| 4/22/2024 | QV Investors Inc. | 266,934 | $35.18M | 3.1% | -24.0% | 0.042% | |
| 4/22/2024 | Outlook Wealth Advisors LLC | 2,107 | $278K | 0.1% | +28.0% | 0.000% | |
| 4/22/2024 | Raymond James & Associates | 248,409 | $32.72M | 0.0% | +6.4% | 0.039% | |
| 4/22/2024 | Waycross Investment Management Co | 6,317 | $832K | 0.8% | +18.4% | 0.001% | |
| 4/22/2024 | Lawson Kroeker Investment Management Inc. NE | 33,598 | $4.43M | 0.8% | -1.1% | 0.005% | |
| 4/22/2024 | Hendershot Investments Inc. | 92,150 | $12.14M | 1.7% | -1.0% | 0.014% | |
| 4/20/2024 | Maryland State Retirement & Pension System | 30,442 | $3.84M | 0.1% | +52.6% | 0.005% | |
| 4/19/2024 | Marshall Financial Group LLC | 8,097 | $1.07M | 0.3% | +8.2% | 0.001% | |
| 4/19/2024 | New Century Financial Group LLC | 6,340 | $835K | 0.6% | +8.6% | 0.001% | |
| 4/19/2024 | Tempus Wealth Planning LLC | 6,761 | $890K | 0.4% | +3.5% | 0.001% | |
| 4/19/2024 | Legacy Wealth Asset Management LLC | 12,090 | $1.59M | 0.4% | +3.2% | 0.002% | |
| 4/19/2024 | First Trust Direct Indexing L.P. | 9,402 | $1.24M | 0.1% | +4.2% | 0.001% | |
| 4/19/2024 | Carret Asset Management LLC | 42,293 | $5.57M | 0.7% | -2.3% | 0.007% | |
| 4/19/2024 | Azzad Asset Management Inc. ADV | 22,141 | $2.92M | 0.3% | +1.4% | 0.003% | |
| 4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,273,709 | $167.83M | 0.1% | -2.7% | 0.199% | |
| 4/18/2024 | Dixon Mitchell Investment Counsel Inc. | 475,462 | $62.67M | 3.1% | +1.1% | 0.074% | |
| 4/18/2024 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 1,456 | $192K | 0.0% | -25.6% | 0.000% | |
| 4/18/2024 | Applied Capital LLC FL | 2,220 | $292K | 0.2% | N/A | 0.000% | |
| 4/18/2024 | Raub Brock Capital Management LP | 129,268 | $17.03M | 3.6% | -4.3% | 0.020% | |
| 4/18/2024 | Hexagon Capital Partners LLC | 1,771 | $233K | 0.1% | +27.0% | 0.000% | |
| 4/18/2024 | LVW Advisors LLC | 4,696 | $619K | 0.1% | +59.9% | 0.001% | |
| 4/17/2024 | D.B. Root & Company LLC | 2,955 | $389K | 0.1% | +52.1% | 0.000% | |
| 4/17/2024 | Grimes & Company Inc. | 2,931 | $386K | 0.0% | +11.7% | 0.000% | |
| 4/16/2024 | Norris Perne & French LLP MI | 2,120 | $279K | 0.0% | -12.3% | 0.000% | |
| 4/16/2024 | Kathmere Capital Management LLC | 10,836 | $1.43M | 0.2% | +45.9% | 0.002% | |
| 4/16/2024 | Atwater Malick LLC | 73,577 | $9.69M | 3.4% | +1.9% | 0.011% | |
| 4/16/2024 | AMF Tjanstepension AB | 45,486 | $6.09M | 0.0% | -65.7% | 0.007% | |
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But our research shows his latest investment could be his most successful venture yet. See how you can invest alongside him |
| 4/16/2024 | Addenda Capital Inc. | 435,008 | $57.30M | 2.7% | -2.8% | 0.068% | |
| 4/16/2024 | Courier Capital LLC | 1,529 | $201K | 0.0% | N/A | 0.000% | |
| 4/16/2024 | Transform Wealth LLC | 9,707 | $1.28M | 0.1% | -52.4% | 0.002% | |
| 4/16/2024 | Stokes Capital Advisors LLC | 51,379 | $6.77M | 2.0% | +1.1% | 0.008% | |
| 4/16/2024 | Chesley Taft & Associates LLC | 3,540 | $466K | 0.0% | -15.7% | 0.001% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 14,586 | $1.92M | 0.0% | -7.4% | 0.002% | |
| 4/15/2024 | Janiczek Wealth Management LLC | 1,059 | $139K | 0.0% | +15.1% | 0.000% | |
| 4/15/2024 | GoalVest Advisory LLC | 2,650 | $349K | 0.1% | N/A | 0.000% | |
| 4/15/2024 | Sunbelt Securities Inc. | 3,161 | $416K | 0.0% | +6.6% | 0.000% | |
| 4/15/2024 | Constitution Capital LLC | 3,532 | $465K | 0.3% | -9.1% | 0.001% | |
