| 5/15/2024 | LRI Investments LLC | 2,405 | $425K | 0.1% | N/A | 0.001% | |
| 5/15/2024 | Linscomb Wealth Inc. | 36,035 | $6.45M | 0.3% | -1.0% | 0.012% | |
| 5/14/2024 | Biltmore Family Office LLC | 362 | $65K | 0.0% | N/A | 0.000% | |
| 5/14/2024 | Westwood Holdings Group Inc. | 90,716 | $16.25M | 0.1% | -5.9% | 0.029% | |
| 5/14/2024 | Atalanta Sosnoff Capital LLC | 7,570 | $1.36M | 0.0% | +187.8% | 0.002% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 14,904 | $2.67M | 0.1% | +35.8% | 0.005% | |
|
| 5/14/2024 | EP Wealth Advisors LLC | 315,528 | $56.51M | 0.7% | -2.3% | 0.101% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 6,237 | $1.12M | 0.0% | +8.9% | 0.002% | |
| 5/14/2024 | CreativeOne Wealth LLC | 10,145 | $1.82M | 0.1% | +108.2% | 0.003% | |
| 5/14/2024 | Northwest Wealth Management LLC | 1,219 | $218K | 0.1% | -7.4% | 0.000% | |
| 5/14/2024 | Natixis | 7,151 | $1.28M | 0.0% | +12.0% | 0.002% | |
| 5/14/2024 | InterOcean Capital Group LLC | 5,982 | $1.07M | 0.0% | -10.8% | 0.002% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 43,882 | $7.86M | 0.5% | -3.0% | 0.014% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 4,636 | $830K | 0.0% | +100.9% | 0.001% | |
| 5/13/2024 | Bessemer Group Inc. | 37,620 | $6.74M | 0.0% | +15.5% | 0.012% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 3,572 | $640K | 0.2% | N/A | 0.001% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 5,058 | $906K | 0.1% | -33.7% | 0.002% | |
| 5/13/2024 | Texas Capital Bancshares Inc TX | 1,144 | $205K | 0.1% | -11.5% | 0.000% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 37,558 | $6.73M | 0.1% | -71.9% | 0.012% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 1,372 | $246K | 0.0% | -49.7% | 0.000% | |
| 5/13/2024 | Rockport Wealth LLC | 15,587 | $2.79M | 1.0% | N/A | 0.005% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 34,174 | $6.12M | 3.3% | +99.5% | 0.011% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 13,119 | $2.35M | 0.4% | +0.5% | 0.004% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 1,606 | $288K | 0.1% | +8.7% | 0.001% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 86,283 | $15.45M | 0.7% | -4.8% | 0.028% | |
| 5/11/2024 | Ironsides Asset Advisors LLC | 14,294 | $2.56M | 0.9% | +0.4% | 0.005% | |
| 5/10/2024 | Osaic Holdings Inc. | 477,625 | $85.57M | 0.2% | -32.5% | 0.152% | |
| 5/10/2024 | Rodgers & Associates LTD | 3,816 | $683K | 0.1% | +4.8% | 0.001% | |
| 5/10/2024 | Fiducient Advisors LLC | 4,717 | $845K | 0.2% | +28.9% | 0.002% | |
| 5/10/2024 | TIAA Trust National Association | 1,265,994 | $226.75M | 0.7% | -1.3% | 0.404% | |
| 5/10/2024 | Vanguard Group Inc. | 31,981 | $5.73M | 0.0% | -5.4% | 0.010% | |
| 5/10/2024 | Alera Investment Advisors LLC | 744,086 | $133.27M | 18.0% | -8.7% | 0.238% | |
| 5/10/2024 | Spirepoint Private Client LLC | 1,695 | $304K | 0.0% | N/A | 0.001% | |
| 5/10/2024 | JPMorgan Chase & Co. | 9,725,382 | $1.74B | 0.1% | -2.3% | 3.105% | |
| 5/10/2024 | Broadview Financial Management LLC | 25,770 | $4.62M | 3.4% | +1.4% | 0.008% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 4,261 | $755K | 0.1% | -24.4% | 0.001% | |
| 5/10/2024 | Pinnacle Wealth Planning Services Inc. | 24,426 | $4.38M | 0.6% | -0.3% | 0.008% | |
| 5/10/2024 | Towercrest Capital Management | 3,123 | $559K | 0.1% | -8.7% | 0.001% | |
| 5/10/2024 | First Foundation Advisors | 5,157 | $924K | 0.0% | -8.0% | 0.002% | |
| 5/10/2024 | Poehling Capital Management INC. | 1,889 | $338K | 0.1% | +23.1% | 0.001% | |
Trump’s Former Wingman Bets Big on AI (Ad) One of his AI company’s earliest investors was the CIA’s venture capital arm called In-Q-Tel … named after Q, the fictional character who makes gadgets for James Bond.
Soon, an alphabet soup of 30 government agencies would entrust the company with their most sensitive information. Get the full story here. |
| 5/10/2024 | Tocqueville Asset Management L.P. | 1,400 | $251K | 0.0% | N/A | 0.000% | |
| 5/10/2024 | Motco | 1,328 | $238K | 0.0% | -4.6% | 0.000% | |
| 5/10/2024 | 1ST Source Bank | 659,143 | $118.06M | 6.9% | +11.5% | 0.210% | |
| 5/10/2024 | Wintrust Investments LLC | 21,520 | $3.85M | 0.3% | +242.9% | 0.007% | |
| 5/10/2024 | Nwam LLC | 44,254 | $7.89M | 0.6% | -0.3% | 0.014% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 25,753 | $4.61M | 0.3% | -7.1% | 0.008% | |
| 5/9/2024 | Brighton Jones LLC | 33,170 | $5.94M | 0.2% | +0.7% | 0.011% | |
| 5/9/2024 | Private Portfolio Partners LLC | 5,613 | $1.01M | 0.2% | +1.1% | 0.002% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 66,076 | $11.84M | 0.1% | -58.9% | 0.021% | |
| 5/9/2024 | Blair William & Co. IL | 207,511 | $37.17M | 0.1% | +0.8% | 0.066% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 43,383 | $7.77M | 0.3% | -1.3% | 0.014% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 29,675 | $5.32M | 0.1% | +38.4% | 0.009% | |
| 5/9/2024 | Landaas & Co. WI ADV | 361,108 | $64.68M | 21.0% | +1.6% | 0.115% | |
| 5/9/2024 | Ledyard National Bank | 2,759 | $494K | 0.0% | +71.0% | 0.001% | |
| 5/9/2024 | TBH Global Asset Management LLC | 3,058 | $548K | 0.1% | +5.3% | 0.001% | |
| 5/9/2024 | SageView Advisory Group LLC | 35,484 | $6.36M | 0.3% | +1,865.9% | 0.011% | |
| 5/9/2024 | BHK Investment Advisors LLC | 6,912 | $1.24M | 0.5% | +34.7% | 0.002% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 1,930 | $346K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | MAI Capital Management | 302,622 | $54.20M | 0.6% | +20.3% | 0.097% | |
| 5/8/2024 | Bleakley Financial Group LLC | 82,589 | $14.79M | 0.4% | -21.7% | 0.026% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 70,504 | $12.63M | 0.1% | -16.6% | 0.023% | |
| 5/8/2024 | US Bancorp DE | 993,630 | $177.97M | 0.2% | +0.6% | 0.317% | |
| 5/8/2024 | Addison Capital Co | 1,813 | $325K | 0.2% | N/A | 0.001% | |
| 5/8/2024 | Mycio Wealth Partners LLC | 9,962 | $1.78M | 0.4% | -11.4% | 0.003% | |
| 5/8/2024 | Russell Investments Group Ltd. | 298 | $53K | 0.0% | +72.3% | 0.000% | |
| 5/8/2024 | Astoria Strategic Wealth Inc. | 37,906 | $6.79M | 2.2% | -1.2% | 0.012% | |
| 5/8/2024 | QRG Capital Management Inc. | 6,663 | $1.19M | 0.0% | -70.7% | 0.002% | |
| 5/8/2024 | Tranquility Partners LLC | 6,283 | $1.13M | 0.4% | +2.2% | 0.002% | |
| 5/7/2024 | Meeder Advisory Services Inc. | 2,998 | $537K | 0.1% | +110.7% | 0.001% | |
| 5/7/2024 | Pointe Capital Management LLC | 15,587 | $2.79M | 1.7% | +53.5% | 0.005% | |
| 5/7/2024 | NorthRock Partners LLC | 16,489 | $2.95M | 0.2% | -1.9% | 0.005% | |
| 5/7/2024 | Sei Investments Co. | 39,103 | $7.00M | 0.0% | -17.2% | 0.012% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 4,377 | $784K | 0.1% | -2.7% | 0.001% | |
| 5/7/2024 | Stonebrook Private Inc. | 3,789 | $679K | 0.2% | +8.4% | 0.001% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 6,725 | $1.20M | 0.0% | -4.0% | 0.002% | |
| 5/7/2024 | Anchor Capital Advisors LLC | 15,353 | $2.75M | 0.1% | -67.0% | 0.005% | |
| 5/7/2024 | Montag A & Associates Inc. | 67,254 | $12.05M | 0.6% | +3.2% | 0.021% | |
| 5/7/2024 | TCI Wealth Advisors Inc. | 7,283 | $1.30M | 0.1% | -8.8% | 0.002% | |
| 5/7/2024 | KCM Investment Advisors LLC | 1,309 | $234K | 0.0% | -25.6% | 0.000% | |
| 5/7/2024 | Smithfield Trust Co | 390 | $71K | 0.0% | -24.3% | 0.000% | |
| 5/7/2024 | NTV Asset Management LLC | 15,496 | $2.78M | 0.4% | +21.2% | 0.005% | |
| 5/7/2024 | Highland Capital Management LLC | 27,425 | $4.91M | 0.3% | -8.5% | 0.009% | |
| 5/7/2024 | Nvwm LLC | 1,142 | $205K | 0.1% | -71.7% | 0.000% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 22,056 | $3.95M | 1.7% | -1.9% | 0.007% | |
| 5/7/2024 | Equity Investment Corp | 71,736 | $12.85M | 0.3% | -71.4% | 0.023% | |
| 5/7/2024 | LPF Advisors LLC | 1,263 | $226K | 0.2% | N/A | 0.000% | |
| 5/7/2024 | Oppenheimer Asset Management Inc. | 51,189 | $9.17M | 0.1% | -80.5% | 0.016% | |
| 5/7/2024 | PFG Advisors | 6,447 | $1.16M | 0.1% | +15.1% | 0.002% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 56,931 | $10.20M | 0.2% | +11.5% | 0.018% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,056 | $906K | 0.0% | +8.4% | 0.002% | |
Trump’s Former Wingman Bets Big on AI (Ad) One of his AI company’s earliest investors was the CIA’s venture capital arm called In-Q-Tel … named after Q, the fictional character who makes gadgets for James Bond.
Soon, an alphabet soup of 30 government agencies would entrust the company with their most sensitive information. Get the full story here. |
| 5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 3,436 | $615K | 0.0% | -2.7% | 0.001% | |
| 5/7/2024 | Wealthspire Advisors LLC | 88,704 | $15.89M | 0.2% | -1.0% | 0.028% | |
| 5/7/2024 | Insight 2811 Inc. | 71,310 | $12.77M | 6.6% | +0.5% | 0.023% | |
| 5/7/2024 | Marquette Asset Management LLC | 42,606 | $7.63M | 1.3% | -1.0% | 0.014% | |
| 5/7/2024 | Empowered Funds LLC | 1,620 | $290K | 0.0% | N/A | 0.001% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 163,819 | $29.34M | 0.1% | -28.7% | 0.052% | |
| 5/6/2024 | Concord Investment Counsel Inc. | 1,619 | $290K | 0.1% | N/A | 0.001% | |
| 5/6/2024 | Ballast Inc. | 33,566 | $6.01M | 1.9% | +1.5% | 0.011% | |
| 5/6/2024 | Gallacher Capital Management LLC | 2,246 | $402K | 0.2% | +19.2% | 0.001% | |
| 5/6/2024 | Advisory Services Network LLC | 34,024 | $6.09M | 0.1% | +1.4% | 0.011% | |
