5/30/2024 | Cambridge Trust Co. | 186,066 | $10.81M | 0.4% | +10.6% | 0.054% | |
5/24/2024 | Cetera Advisor Networks LLC | 494,483 | $28.72M | 0.1% | +2.5% | 0.142% | |
5/24/2024 | Cetera Advisors LLC | 760,084 | $44.14M | 0.3% | +22.9% | 0.219% | |
5/24/2024 | Cetera Investment Advisers | 1,302,815 | $75.65M | 0.2% | +558.0% | 0.375% | |
5/23/2024 | FSA Advisors Inc. | 4,639 | $269K | 0.3% | N/A | 0.001% | |
5/21/2024 | Atria Investments Inc | 27,577 | $1.60M | 0.0% | +3.6% | 0.008% | |
|
5/21/2024 | LRI Investments LLC | 11,365 | $660K | 0.1% | N/A | 0.003% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 18,648 | $1.08M | 0.1% | -77.2% | 0.005% | |
5/17/2024 | Pineridge Advisors LLC | 2,657 | $154K | 0.1% | -14.9% | 0.001% | |
5/17/2024 | Comerica Bank | 110,086 | $6.39M | 0.0% | -14.5% | 0.032% | |
5/17/2024 | Hancock Whitney Corp | 116,971 | $6.79M | 0.2% | +0.9% | 0.034% | |
5/16/2024 | Jane Street Group LLC | 209,337 | $12.16M | 0.0% | +2,760.2% | 0.060% | |
5/16/2024 | Slagle Financial LLC | 9,508 | $552K | 0.3% | -31.3% | 0.003% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 18,663 | $1.08M | 0.0% | +65.3% | 0.005% | |
5/16/2024 | Dynasty Wealth Management LLC | 457,188 | $26.55M | 0.8% | N/A | 0.132% | |
5/16/2024 | Iron Gate Global Advisors LLC | 22,017 | $1.27M | 0.2% | +25.9% | 0.006% | |
5/16/2024 | Waverly Advisors LLC | 22,943 | $1.33M | 0.0% | +8.6% | 0.007% | |
5/15/2024 | Transcendent Capital Group LLC | 47,243 | $2.74M | 1.5% | -24.7% | 0.014% | |
5/15/2024 | Flow Traders U.S. LLC | 60,196 | $3.50M | 0.2% | +439.7% | 0.017% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 27,795 | $1.61M | 0.2% | +461.5% | 0.008% | |
5/15/2024 | Manhattan West Asset Management LLC | 247,720 | $14.39M | 3.5% | +25.6% | 0.071% | |
5/15/2024 | BOKF NA | 116,372 | $6.72M | 0.1% | +0.6% | 0.033% | |
5/15/2024 | Shah Capital Management | 247,496 | $14.37M | 4.0% | +2.6% | 0.071% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 38,203 | $2.22M | 0.1% | -17.7% | 0.011% | |
5/15/2024 | Lazard Asset Management LLC | 192,573 | $11.18M | 0.0% | +2.4% | 0.055% | |
5/15/2024 | LRI Investments LLC | 11,365 | $656K | 0.1% | N/A | 0.003% | |
5/15/2024 | Quadrature Capital Ltd | 37,627 | $2.19M | 0.0% | N/A | 0.011% | |
5/14/2024 | Capital Group Private Client Services Inc. | 34,500 | $2.00M | 0.0% | -9.2% | 0.010% | |
5/14/2024 | Cadence Bank | 9,842 | $572K | 0.0% | -4.1% | 0.003% | |
5/14/2024 | Axxcess Wealth Management LLC | 88,121 | $5.12M | 0.1% | -6.7% | 0.025% | |
5/14/2024 | EP Wealth Advisors LLC | 9,804 | $569K | 0.0% | -1.8% | 0.003% | |
5/14/2024 | Element Pointe Advisors LLC | 173,586 | $10.08M | 2.5% | +8.1% | 0.050% | |
5/14/2024 | CreativeOne Wealth LLC | 40,176 | $2.33M | 0.1% | -18.2% | 0.012% | |
5/14/2024 | Northwest Wealth Management LLC | 260,565 | $15.13M | 4.1% | +7.0% | 0.075% | |
5/14/2024 | Herr Investment Group LLC | 488,608 | $28.37M | 7.4% | -3.3% | 0.141% | |
5/14/2024 | Lake Street Advisors Group LLC | 14,073 | $817K | 0.0% | N/A | 0.004% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 53,599 | $3.11M | 0.8% | -91.1% | 0.015% | |
5/13/2024 | PYA Waltman Capital LLC | 48,096 | $2.79M | 1.0% | -15.8% | 0.014% | |
5/13/2024 | Cedar Wealth Management LLC | 8,829 | $513K | 0.2% | -9.8% | 0.003% | |
5/13/2024 | Basso Capital Management L.P. | 39,725 | $2.31M | 2.2% | -4.4% | 0.011% | |
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5/13/2024 | Ameritas Investment Partners Inc. | 13,170 | $765K | 0.0% | +7.2% | 0.004% | |
5/11/2024 | Lcnb Corp | 19,000 | $1.10M | 0.4% | +375.0% | 0.005% | |
5/11/2024 | Trustmark National Bank Trust Department | 86,215 | $5.01M | 0.4% | +95.7% | 0.025% | |
5/11/2024 | Davis R M Inc. | 31,684 | $1.84M | 0.0% | +7.2% | 0.009% | |
5/11/2024 | Peak Asset Management LLC | 196,978 | $11.44M | 2.3% | +8.8% | 0.057% | |
5/11/2024 | Beaumont Financial Advisors LLC | 25,144 | $1.46M | 0.1% | -5.4% | 0.007% | |
5/11/2024 | Continental Investors Services Inc. | 6,496 | $375K | 0.9% | +68.6% | 0.002% | |
5/10/2024 | Osaic Holdings Inc. | 769,413 | $44.68M | 0.1% | -18.1% | 0.221% | |
5/10/2024 | Vanguard Group Inc. | 236,069 | $13.71M | 0.0% | +12.2% | 0.068% | |
5/10/2024 | Viawealth LLC | 50,007 | $2.90M | 1.8% | -8.5% | 0.014% | |
5/10/2024 | JPMorgan Chase & Co. | 32,920,864 | $1.91B | 0.2% | -35.5% | 9.473% | |
5/10/2024 | Nicolet Advisory Services LLC | 129,253 | $7.47M | 0.8% | -7.3% | 0.037% | |
5/10/2024 | ARK & TLK Investments LLC | 161,226 | $9.36M | 3.0% | +15.6% | 0.046% | |
5/10/2024 | Motco | 1,387 | $81K | 0.0% | -39.5% | 0.000% | |
5/10/2024 | Truepoint Inc. | 88,744 | $5.15M | 0.1% | +68.7% | 0.026% | |
5/10/2024 | Nwam LLC | 38,287 | $2.22M | 0.2% | +1.8% | 0.011% | |
5/9/2024 | Kure Advisory LLC | 178,585 | $10.37M | 8.9% | +4.1% | 0.051% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 6,915 | $402K | 0.0% | +11.5% | 0.002% | |
5/9/2024 | ProVise Management Group LLC | 8,238 | $478K | 0.0% | -2.5% | 0.002% | |
5/9/2024 | Blair William & Co. IL | 28,981 | $1.68M | 0.0% | -5.4% | 0.008% | |
5/9/2024 | Orion Portfolio Solutions LLC | 188,117 | $10.92M | 0.1% | -33.4% | 0.054% | |
5/9/2024 | Delta Investment Management LLC | 440,737 | $25.59M | 5.8% | -10.9% | 0.127% | |
5/9/2024 | SageView Advisory Group LLC | 3,039 | $176K | 0.0% | -88.3% | 0.001% | |
5/9/2024 | Tradewinds LLC. | 3,722 | $217K | 0.2% | N/A | 0.001% | |
5/9/2024 | Angeles Wealth Management LLC | 127,360 | $7.40M | 0.7% | -10.7% | 0.037% | |
5/9/2024 | Portland Global Advisors LLC | 442,896 | $25.72M | 3.5% | +30.4% | 0.127% | |
5/9/2024 | Rogco LP | 177,226 | $10.29M | 4.2% | +6.4% | 0.051% | |
5/9/2024 | Koshinski Asset Management Inc. | 6,239 | $362K | 0.0% | N/A | 0.002% | |
5/8/2024 | Bleakley Financial Group LLC | 209,946 | $12.19M | 0.4% | -3.9% | 0.060% | |
5/8/2024 | Avantax Advisory Services Inc. | 49,985 | $2.90M | 0.0% | -12.8% | 0.014% | |
5/8/2024 | US Bancorp DE | 6,219 | $361K | 0.0% | -9.6% | 0.002% | |
5/8/2024 | Inspire Advisors LLC | 37,480 | $2.18M | 0.3% | -22.8% | 0.011% | |
5/7/2024 | Sfmg LLC | 7,172 | $416K | 0.0% | -8.7% | 0.002% | |
5/7/2024 | Abbrea Capital LLC | 31,099 | $1.81M | 0.2% | +502.1% | 0.009% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 73,455 | $4.27M | 0.9% | +9.5% | 0.021% | |
5/7/2024 | Concurrent Investment Advisors LLC | 6,323 | $367K | 0.0% | -13.0% | 0.002% | |
5/7/2024 | Montag A & Associates Inc. | 280,887 | $16.31M | 0.8% | -8.0% | 0.081% | |
5/7/2024 | Smithfield Trust Co | 1,714,213 | $99.53M | 5.3% | +6.6% | 0.493% | |
5/7/2024 | Facet Wealth Inc. | 449,041 | $25.92M | 0.9% | +21.5% | 0.129% | |
5/7/2024 | Allen Investment Management LLC | 280,168 | $16.27M | 0.2% | +1.7% | 0.081% | |
5/7/2024 | Windward Private Wealth Management Inc. | 50,518 | $2.93M | 1.2% | -16.9% | 0.015% | |
5/7/2024 | PFG Advisors | 20,833 | $1.21M | 0.1% | +1.7% | 0.006% | |
5/7/2024 | Oppenheimer & Co. Inc. | 78,462 | $4.56M | 0.1% | +4.9% | 0.023% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 850,502 | $49.39M | 1.5% | +2.5% | 0.245% | |
5/7/2024 | Insight 2811 Inc. | 810,979 | $47.09M | 24.2% | +3.4% | 0.233% | |
5/7/2024 | SG Americas Securities LLC | 12,101 | $703K | 0.0% | -43.9% | 0.003% | |
5/7/2024 | Empowered Funds LLC | 132,684 | $7.68M | 0.1% | +7.3% | 0.038% | |
5/7/2024 | Defender Capital LLC. | 968,975 | $56.27M | 19.1% | -10.5% | 0.279% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 60,684 | $3.52M | 0.0% | -29.0% | 0.017% | |
5/6/2024 | Manchester Capital Management LLC | 1,240 | $72K | 0.0% | +853.8% | 0.000% | |
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5/6/2024 | Ruedi Wealth Management Inc. | 14,074 | $817K | 0.3% | -37.4% | 0.004% | |
5/6/2024 | Advisory Alpha LLC | 1,760,999 | $102.27M | 4.2% | +5.2% | 0.507% | |
5/4/2024 | R. W. Roge & Company Inc. | 41,939 | $2.44M | 1.5% | +1,107.9% | 0.012% | |
5/4/2024 | McClarren Financial Advisors Inc. | 59 | $30K | 0.0% | -93.1% | 0.000% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 6,666 | $388K | 0.2% | N/A | 0.002% | |
5/4/2024 | Gould Asset Management LLC CA | 342,793 | $19.91M | 4.8% | -3.8% | 0.099% | |
5/4/2024 | Valley Wealth Managers Inc. | 10,793 | $627K | 0.0% | +4.5% | 0.003% | |
5/4/2024 | One Degree Advisors Inc | 92,678 | $5.38M | 2.7% | +1.3% | 0.027% | |
5/4/2024 | Csenge Advisory Group | 7,240 | $420K | 0.0% | +17.3% | 0.002% | |
5/3/2024 | Embree Financial Group | 53,063 | $3.08M | 0.6% | -13.2% | 0.015% | |