5/31/2024 | Granite Group Advisors LLC | 10,075 | $294K | 0.2% | +5.3% | 0.000% | |
5/29/2024 | Pathway Financial Advisers LLC | 260,120 | $7.59M | 2.7% | N/A | 0.012% | |
5/24/2024 | Cetera Advisors LLC | 355,053 | $10.36M | 0.1% | +60.5% | 0.016% | |
5/24/2024 | Cetera Investment Advisers | 806,279 | $23.53M | 0.1% | +402.2% | 0.037% | |
5/23/2024 | Austin Wealth Management LLC | 22,718 | $646K | 0.2% | +196.5% | 0.001% | |
5/22/2024 | First City Capital Management Inc. | 8,382 | $245K | 0.1% | N/A | 0.000% | |
|
5/22/2024 | Orleans Capital Management Corp LA | 64,138 | $1.87M | 1.2% | -9.3% | 0.003% | |
5/22/2024 | Koesten Hirschmann & Crabtree INC. | 2,297 | $67K | 0.0% | +64.1% | 0.000% | |
5/21/2024 | Atria Investments Inc | 74,099 | $2.16M | 0.0% | -5.7% | 0.003% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 17,464 | $510K | 0.0% | +5.1% | 0.001% | |
5/21/2024 | LRI Investments LLC | 19,342 | $564K | 0.1% | N/A | 0.001% | |
5/20/2024 | Virtu Financial LLC | 80,179 | $2.34M | 0.2% | +41.3% | 0.004% | |
5/17/2024 | Kozak & Associates Inc. | 4,633 | $133K | 0.0% | +9.8% | 0.000% | |
5/17/2024 | Montchanin Asset Management LLC | 123,280 | $3.60M | 3.5% | N/A | 0.006% | |
5/17/2024 | XML Financial LLC | 98,314 | $2.87M | 0.3% | -15.8% | 0.005% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 16,749 | $489K | 0.0% | +8.8% | 0.001% | |
5/17/2024 | Beacon Capital Management LLC | 2,654 | $77K | 0.0% | +944.9% | 0.000% | |
5/17/2024 | Hancock Whitney Corp | 12,144 | $354K | 0.0% | -25.9% | 0.001% | |
5/17/2024 | Adalta Capital Management LLC | 15,050 | $439K | 0.2% | +3.3% | 0.001% | |
5/17/2024 | Tidal Investments LLC | 18,064 | $527K | 0.0% | -33.7% | 0.001% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 848,449 | $23.22M | 0.5% | +2.6% | 0.039% | |
5/16/2024 | Ancora Advisors LLC | 167,313 | $4.88M | 0.1% | -9.2% | 0.008% | |
5/16/2024 | Avenir Corp | 127,618 | $3.72M | 0.3% | +0.8% | 0.006% | |
5/16/2024 | Icon Wealth Advisors LLC | 544,921 | $15.90M | 1.5% | +23.5% | 0.025% | |
5/16/2024 | Invenomic Capital Management LP | 285,357 | $8.33M | 0.4% | N/A | 0.013% | |
5/16/2024 | Kamunting Street Capital Management L.P. | 685,373 | $20.00M | 19.5% | -30.4% | 0.032% | |
5/16/2024 | BROOKFIELD Corp ON | 4,117,579 | $120.15M | 0.7% | -14.0% | 0.190% | |
5/16/2024 | Blackstone Inc. | 23,533,643 | $686.71M | 2.8% | +6.3% | 1.084% | |
5/16/2024 | Waverly Advisors LLC | 108,441 | $3.16M | 0.1% | +45.6% | 0.005% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 205,140 | $5.99M | 0.0% | +1.3% | 0.009% | |
5/16/2024 | Progeny 3 Inc. | 1,809,994 | $52.82M | 5.7% | +1.9% | 0.083% | |
5/16/2024 | Ashford Capital Management Inc. | 99,300 | $2.90M | 0.4% | +50.5% | 0.005% | |
5/16/2024 | Berkley W R Corp | 5,089,794 | $148.52M | 8.2% | +24.5% | 0.234% | |
5/15/2024 | Energy Income Partners LLC | 15,618,956 | $455.76M | 9.3% | +0.9% | 0.719% | |
5/15/2024 | BOKF NA | 82,988 | $2.44M | 0.0% | -46.8% | 0.004% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 119,254 | $3.48M | 0.1% | -3.1% | 0.005% | |
5/15/2024 | Epoch Investment Partners Inc. | 2,247,076 | $65.57M | 0.3% | -19.4% | 0.103% | |
5/15/2024 | LRI Investments LLC | 26,223 | $754K | 0.1% | N/A | 0.001% | |
5/15/2024 | Linscomb Wealth Inc. | 182,962 | $5.34M | 0.3% | -10.7% | 0.008% | |
5/15/2024 | Truvestments Capital LLC | 2,186 | $64K | 0.0% | +28.6% | 0.000% | |
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5/14/2024 | Westwood Holdings Group Inc. | 4,956,244 | $144.62M | 1.1% | +5.8% | 0.228% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 63,627 | $1.86M | 0.1% | +6.6% | 0.003% | |
5/14/2024 | Cadence Bank | 52,428 | $1.53M | 0.1% | +0.7% | 0.002% | |
5/14/2024 | Advisors Asset Management Inc. | 78,918 | $2.30M | 0.0% | -11.2% | 0.004% | |
5/14/2024 | Axxcess Wealth Management LLC | 9,300 | $271K | 0.0% | -58.1% | 0.000% | |
5/14/2024 | EP Wealth Advisors LLC | 169,823 | $4.96M | 0.1% | +28.0% | 0.008% | |
5/14/2024 | Freestone Capital Holdings LLC | 8,642 | $252K | 0.0% | N/A | 0.000% | |
5/14/2024 | CreativeOne Wealth LLC | 15,585 | $455K | 0.0% | -3.6% | 0.001% | |
5/14/2024 | Vident Advisory LLC | 685,949 | $20.02M | 0.4% | N/A | 0.032% | |
5/14/2024 | Fayez Sarofim & Co | 17,642,298 | $514.80M | 1.5% | +0.0% | 0.812% | |
5/14/2024 | Sax Wealth Advisors LLC | 8,458 | $247K | 0.0% | N/A | 0.000% | |
5/14/2024 | Payden & Rygel Investment Group | 732,370 | $21.37M | 1.0% | N/A | 0.034% | |
5/14/2024 | Crewe Advisors LLC | 3,923 | $114K | 0.0% | +26,053.3% | 0.000% | |
5/14/2024 | Elgethun Capital Management | 94,547 | $2.77M | 0.7% | +5.8% | 0.004% | |
5/14/2024 | Evermay Wealth Management LLC | 25,850 | $754K | 0.1% | +47.9% | 0.001% | |
5/14/2024 | Natixis | 74,872 | $2.19M | 0.0% | +144.9% | 0.003% | |
5/14/2024 | InterOcean Capital Group LLC | 89,622 | $2.62M | 0.1% | +2.6% | 0.004% | |
5/14/2024 | Pitcairn Co. | 77,693 | $2.27M | 0.1% | N/A | 0.004% | |
5/14/2024 | Gagnon Securities LLC | 514,237 | $15.01M | 3.6% | -5.0% | 0.024% | |
5/14/2024 | Vaughan David Investments LLC IL | 7,240 | $211K | 0.0% | -14.2% | 0.000% | |
5/14/2024 | Lake Street Advisors Group LLC | 14,431 | $421K | 0.0% | N/A | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 48,867 | $1.43M | 0.0% | -24.1% | 0.002% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 22,097 | $645K | 0.2% | N/A | 0.001% | |
5/13/2024 | Clearbridge Investments LLC | 12,505,824 | $364.92M | 0.3% | -0.6% | 0.576% | |
5/13/2024 | Cedar Wealth Management LLC | 16,789 | $490K | 0.2% | +17.8% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 23,469 | $685K | 0.0% | +19.1% | 0.001% | |
5/13/2024 | Rockport Wealth LLC | 40,482 | $1.18M | 0.4% | N/A | 0.002% | |
5/11/2024 | Bahl & Gaynor Inc. | 7,474 | $218K | 0.0% | N/A | 0.000% | |
5/11/2024 | Davis R M Inc. | 19,744 | $576K | 0.0% | -9.1% | 0.001% | |
5/11/2024 | Northern Capital Management Inc. | 7,104 | $207K | 0.1% | N/A | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 20,731 | $605K | 0.1% | -12.2% | 0.001% | |
5/11/2024 | Cercano Management LLC | 120,021 | $3.50M | 0.1% | +629.7% | 0.006% | |
5/11/2024 | Chiron Capital Management LLC | 72,072 | $2.10M | 1.9% | -3.4% | 0.003% | |
5/11/2024 | Patten & Patten Inc. TN | 17,191 | $502K | 0.0% | -8.1% | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 1,165,422 | $34.01M | 0.1% | +1.2% | 0.054% | |
5/10/2024 | Acadian Asset Management LLC | 212,550 | $6.20M | 0.0% | +5.5% | 0.010% | |
5/10/2024 | South Street Advisors LLC | 30,680 | $895K | 0.1% | +7.2% | 0.001% | |
5/10/2024 | Fiducient Advisors LLC | 47,715 | $1.39M | 0.3% | N/A | 0.002% | |
5/10/2024 | TIAA Trust National Association | 27,927 | $815K | 0.0% | -3.5% | 0.001% | |
5/10/2024 | First Foundation Advisors | 7,600 | $222K | 0.0% | -6.7% | 0.000% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 98,634 | $2.88M | 1.1% | +3.8% | 0.005% | |
5/10/2024 | Banco Santander S.A. | 12,998 | $379K | 0.0% | -75.6% | 0.001% | |
5/10/2024 | Tocqueville Asset Management L.P. | 18,187 | $531K | 0.0% | -9.9% | 0.001% | |
5/10/2024 | GM Advisory Group LLC | 78,683 | $2.30M | 0.2% | +17.0% | 0.004% | |
5/10/2024 | Nwam LLC | 20,822 | $591K | 0.0% | +25.1% | 0.001% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 17,706 | $517K | 0.0% | -11.4% | 0.001% | |
5/9/2024 | ProVise Management Group LLC | 169,733 | $4.95M | 0.4% | -5.6% | 0.008% | |
5/9/2024 | Leo Wealth LLC | 23,214 | $678K | 0.1% | -4.5% | 0.001% | |
5/9/2024 | Blair William & Co. IL | 586,824 | $17.12M | 0.1% | -1.5% | 0.027% | |
5/9/2024 | Kingsview Wealth Management LLC | 32,912 | $960K | 0.0% | -13.3% | 0.002% | |
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5/9/2024 | First Eagle Investment Management LLC | 1,702,224 | $49.67M | 0.1% | -22.3% | 0.079% | |
5/9/2024 | Zega Financial LLC | 18,664 | $545K | 0.2% | -59.9% | 0.001% | |
5/9/2024 | Delta Investment Management LLC | 286,208 | $8.35M | 1.9% | +3.2% | 0.013% | |
5/9/2024 | SageView Advisory Group LLC | 13,125 | $383K | 0.0% | -29.7% | 0.001% | |
5/9/2024 | Texas Yale Capital Corp. | 1,689,096 | $49.29M | 2.2% | +0.2% | 0.078% | |
5/9/2024 | Miller Wealth Advisors LLC | 5,252 | $153K | 0.1% | -44.7% | 0.000% | |
5/9/2024 | Eagle Bay Advisors LLC | 5,451 | $159K | 0.1% | +36.3% | 0.000% | |
5/9/2024 | Hudson Value Partners LLC | 13,024 | $380K | 0.2% | -17.2% | 0.001% | |
5/9/2024 | Dearborn Partners LLC | 15,241 | $445K | 0.0% | -6.2% | 0.001% | |
5/9/2024 | WP Advisors LLC | 321,984 | $9.40M | 3.1% | +2.6% | 0.015% | |