5/30/2024 | Cambridge Trust Co. | 3,250 | $669K | 0.0% | -21.7% | 0.001% | |
5/29/2024 | Pathway Financial Advisers LLC | 1,111 | $229K | 0.1% | N/A | 0.000% | |
5/29/2024 | Soltis Investment Advisors LLC | 2,698 | $555K | 0.1% | -4.3% | 0.001% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 1,254 | $258K | 0.1% | N/A | 0.000% | |
5/29/2024 | Clean Yield Group | 876 | $180K | 0.1% | -5.4% | 0.000% | |
5/29/2024 | Garde Capital Inc. | 1,528 | $314K | 0.0% | -14.9% | 0.001% | |
|
5/24/2024 | Cetera Advisor Networks LLC | 421,567 | $86.73M | 0.4% | -3.0% | 0.145% | |
5/24/2024 | Cetera Advisors LLC | 184,155 | $37.88M | 0.3% | +22.9% | 0.063% | |
5/24/2024 | Cetera Investment Advisers | 702,415 | $144.50M | 0.3% | +461.0% | 0.241% | |
5/23/2024 | Austin Wealth Management LLC | 7,562 | $1.66M | 0.4% | +4.1% | 0.003% | |
5/22/2024 | Burney Co. | 996 | $205K | 0.0% | N/A | 0.000% | |
5/22/2024 | Orleans Capital Management Corp LA | 3,000 | $617K | 0.4% | -14.3% | 0.001% | |
5/22/2024 | Second Line Capital LLC | 2,645 | $544K | 0.2% | -12.7% | 0.001% | |
5/21/2024 | Atria Investments Inc | 65,509 | $13.48M | 0.2% | +6.8% | 0.023% | |
5/20/2024 | Independent Wealth Network Inc. | 9,374 | $1.93M | 0.9% | +3.9% | 0.003% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 16,921 | $3.48M | 0.4% | -1.8% | 0.006% | |
5/17/2024 | Aspect Partners LLC | 9,942 | $2.05M | 1.6% | -32.3% | 0.003% | |
5/17/2024 | Citizens Financial Group Inc. RI | 13,717 | $2.82M | 0.1% | -16.7% | 0.005% | |
5/17/2024 | National Wealth Management Group LLC | 2,123 | $437K | 0.3% | -11.9% | 0.001% | |
5/17/2024 | XML Financial LLC | 38,010 | $7.82M | 0.8% | +13.6% | 0.013% | |
5/17/2024 | Brown Shipley& Co Ltd | 19,243 | $3.96M | 1.2% | -6.4% | 0.007% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 34,425 | $7.08M | 0.6% | +294.0% | 0.012% | |
5/17/2024 | Beacon Capital Management LLC | 2,812 | $578K | 0.1% | +67.2% | 0.001% | |
5/17/2024 | Comerica Bank | 124,223 | $25.56M | 0.1% | +0.1% | 0.043% | |
5/17/2024 | Hancock Whitney Corp | 193,144 | $39.73M | 1.4% | -1.3% | 0.067% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 1,938 | $399K | 0.1% | N/A | 0.001% | |
5/17/2024 | Tidal Investments LLC | 12,994 | $2.66M | 0.0% | -15.8% | 0.004% | |
5/17/2024 | Clear Point Advisors Inc. | 2,112 | $434K | 0.4% | -6.6% | 0.001% | |
5/17/2024 | Creekmur Asset Management LLC | 1,189 | $245K | 0.1% | -6.7% | 0.000% | |
5/16/2024 | Sugar Maple Asset Management LLC | 29,119 | $5.99M | 5.8% | N/A | 0.010% | |
5/16/2024 | Global Financial Private Client LLC | 2,760 | $574K | 0.2% | +2.5% | 0.001% | |
5/16/2024 | Slagle Financial LLC | 1,247 | $257K | 0.1% | -51.2% | 0.000% | |
5/16/2024 | Innova Wealth Partners | 25,124 | $5.17M | 4.0% | -37.6% | 0.009% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 109,204 | $22.47M | 0.5% | +17.4% | 0.038% | |
5/16/2024 | Ancora Advisors LLC | 14,198 | $2.92M | 0.1% | -1.3% | 0.005% | |
5/16/2024 | Sweeney & Michel LLC | 3,481 | $759K | 0.3% | N/A | 0.001% | |
5/16/2024 | Iron Gate Global Advisors LLC | 1,851 | $383K | 0.1% | -7.8% | 0.001% | |
5/16/2024 | IronBridge Private Wealth LLC | 12,966 | $2.67M | 1.1% | N/A | 0.004% | |
5/16/2024 | Knoll Capital Management LLC | 32,000 | $6.58M | 4.1% | N/A | 0.011% | |
5/16/2024 | Kraft Davis & Associates LLC | 1,275 | $278K | 0.1% | -51.1% | 0.000% | |
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5/16/2024 | Captrust Financial Advisors | 257,960 | $53.07M | 0.2% | +2.8% | 0.089% | |
5/15/2024 | Ascent Group LLC | 2,822 | $581K | 0.1% | -6.1% | 0.001% | |
5/15/2024 | SVB Wealth LLC | 26,657 | $5.48M | 0.1% | -37.5% | 0.009% | |
5/15/2024 | Wick Capital Partners LLC | 1,913 | $394K | 0.4% | N/A | 0.001% | |
5/15/2024 | Transcendent Capital Group LLC | 14,808 | $3.05M | 1.7% | -57.1% | 0.005% | |
5/15/2024 | Flow Traders U.S. LLC | 27,415 | $5.64M | 0.3% | -80.3% | 0.009% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 20,405 | $4.20M | 0.3% | +2.5% | 0.007% | |
5/15/2024 | London & Capital Asset Management Ltd | 216,756 | $44.59M | 3.4% | -3.1% | 0.075% | |
5/15/2024 | Manhattan West Asset Management LLC | 1,747 | $359K | 0.1% | +20.8% | 0.001% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 1,500 | $309K | 0.0% | N/A | 0.001% | |
5/15/2024 | BOKF NA | 8,369 | $1.74M | 0.0% | +38.9% | 0.003% | |
5/15/2024 | Kestra Advisory Services LLC | 175,380 | $36.08M | 0.2% | +0.8% | 0.061% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 3,885 | $799K | 0.0% | -19.8% | 0.001% | |
5/15/2024 | Lazard Asset Management LLC | 92,945 | $19.12M | 0.0% | -0.2% | 0.032% | |
5/15/2024 | LRI Investments LLC | 1,615 | $349K | 0.0% | N/A | 0.001% | |
5/15/2024 | Quantum Capital Management LLC NJ | 32,481 | $6.68M | 0.7% | -0.9% | 0.011% | |
5/15/2024 | Cloverfields Capital Group LP | 21,947 | $4.52M | 1.5% | +9.0% | 0.008% | |
5/15/2024 | Senator Investment Group LP | 5,730 | $1.18M | 0.1% | +186.5% | 0.002% | |
5/14/2024 | Toronto Dominion Bank | 5,649,510 | $1.16B | 1.8% | +23.6% | 1.959% | |
5/14/2024 | Capital Group Private Client Services Inc. | 6,861 | $1.41M | 0.0% | +21.8% | 0.002% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 2,028 | $417K | 0.0% | +5.2% | 0.001% | |
5/14/2024 | Cadence Bank | 1,491 | $307K | 0.0% | +7.2% | 0.001% | |
5/14/2024 | Axxcess Wealth Management LLC | 40,182 | $8.27M | 0.2% | -12.9% | 0.014% | |
5/14/2024 | EP Wealth Advisors LLC | 39,632 | $8.15M | 0.1% | -4.4% | 0.014% | |
5/14/2024 | Freestone Capital Holdings LLC | 11,491 | $2.36M | 0.1% | -1.4% | 0.004% | |
5/14/2024 | CreativeOne Wealth LLC | 20,884 | $4.30M | 0.2% | +48.1% | 0.007% | |
5/14/2024 | Sculati Wealth Management LLC | 991 | $204K | 0.1% | -13.7% | 0.000% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 3,245 | $668K | 0.1% | +22.4% | 0.001% | |
5/14/2024 | Crewe Advisors LLC | 4,897 | $1.01M | 0.1% | +2.0% | 0.002% | |
5/14/2024 | Elgethun Capital Management | 3,531 | $732K | 0.2% | N/A | 0.001% | |
5/14/2024 | Evermay Wealth Management LLC | 659 | $136K | 0.0% | +67.7% | 0.000% | |
5/14/2024 | InterOcean Capital Group LLC | 28,922 | $5.95M | 0.1% | -2.2% | 0.010% | |
5/14/2024 | Tiemann Investment Advisors LLC | 8,837 | $1.82M | 0.8% | -1.1% | 0.003% | |
5/14/2024 | Pitcairn Co. | 44,925 | $9.24M | 0.6% | +2.8% | 0.016% | |
5/14/2024 | RB Capital Management LLC | 1,754 | $361K | 0.1% | +7.9% | 0.001% | |
5/14/2024 | Lake Street Advisors Group LLC | 3,960 | $815K | 0.0% | +44.4% | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 33,316 | $6.85M | 0.0% | -0.7% | 0.012% | |
5/13/2024 | Mader & Shannon Wealth Management Inc. | 113,729 | $23.40M | 13.1% | -4.6% | 0.039% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 1,991 | $410K | 0.1% | -10.7% | 0.001% | |
5/13/2024 | Goepper Burkhardt LLC | 1,430 | $313K | 0.1% | +7.1% | 0.000% | |
5/13/2024 | Cedar Wealth Management LLC | 3,648 | $750K | 0.2% | -25.4% | 0.001% | |
5/13/2024 | Basso Capital Management L.P. | 19,915 | $4.10M | 3.9% | +12.9% | 0.007% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 3,905 | $803K | 0.0% | +15.1% | 0.001% | |
5/13/2024 | Ameritas Investment Partners Inc. | 890 | $183K | 0.0% | +19.5% | 0.000% | |
5/13/2024 | Rockport Wealth LLC | 14,478 | $2.98M | 1.0% | N/A | 0.005% | |
5/11/2024 | Brogan Financial Inc. | 29,923 | $6.16M | 4.1% | +3.7% | 0.010% | |
5/11/2024 | Spreng Capital Management Inc. | 2,100 | $432K | 0.2% | -6.5% | 0.001% | |
5/11/2024 | Peninsula Asset Management Inc. | 1,868 | $384K | 0.2% | -2.9% | 0.001% | |
5/11/2024 | Lcnb Corp | 6,182 | $1.27M | 0.5% | -2.8% | 0.002% | |
5/11/2024 | Trustmark National Bank Trust Department | 2,772 | $570K | 0.0% | -45.3% | 0.001% | |
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5/11/2024 | Resurgent Financial Advisors LLC | 1,789 | $368K | 0.2% | +72.2% | 0.001% | |
5/11/2024 | Covestor Ltd | 4,980 | $1.03M | 0.7% | +4.2% | 0.002% | |
5/11/2024 | Peak Asset Management LLC | 995 | $205K | 0.0% | N/A | 0.000% | |
5/11/2024 | Vista Finance LLC | 41,350 | $8.51M | 21.2% | +1.3% | 0.014% | |
5/11/2024 | Beaumont Financial Advisors LLC | 2,047 | $421K | 0.0% | -6.7% | 0.001% | |
5/11/2024 | Catalytic Wealth RIA LLC | 2,057 | $423K | 0.1% | -74.3% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 49,405 | $10.16M | 0.9% | -1.4% | 0.017% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 1,181 | $260K | 0.1% | +9.3% | 0.000% | |
5/11/2024 | Ironsides Asset Advisors LLC | 1,000 | $206K | 0.1% | N/A | 0.000% | |
5/11/2024 | Retirement Financial Solutions LLC | 5,485 | $1.13M | 0.6% | -11.3% | 0.002% | |