1/21/2025 | Dynamic Advisor Solutions LLC | 26,277 | $1.78M | 0.1% | +79.5% | 0.193% | |
1/21/2025 | McGuire Investment Group LLC | 40,665 | $2.75M | 0.4% | -17.0% | 0.298% | |
1/17/2025 | Mutual Advisors LLC | 4,149 | $296K | 0.0% | +8.6% | 0.030% | |
1/17/2025 | Janney Montgomery Scott LLC | 13,552 | $916K | 0.0% | -2.9% | 0.099% | |
1/17/2025 | Albion Financial Group UT | 64,148 | $4.33M | 0.3% | N/A | 0.470% | |
1/14/2025 | Cox Capital Mgt LLC | 52,760 | $3.57M | 2.3% | N/A | 0.387% | |
1/14/2025 | Clarus Wealth Advisors | 23,241 | $1.60M | 0.8% | -2.7% | 0.170% | |
1/10/2025 | ORG Partners LLC | 800 | $54K | 0.0% | N/A | 0.006% | |
12/26/2024 | JPMorgan Chase & Co. | 63,607 | $4.38M | 0.0% | +371.9% | 0.466% | |
11/25/2024 | Sanctuary Advisors LLC | 28,220 | $2.08M | 0.0% | -11.4% | 0.207% | |
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11/15/2024 | Barclays PLC | 297,319 | $20.49M | 0.0% | +48.7% | 2.178% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 3,015 | $208K | 0.0% | N/A | 0.022% | |
11/15/2024 | MML Investors Services LLC | 3,791 | $261K | 0.0% | -37.2% | 0.028% | |
11/15/2024 | National Bank of Canada FI | 101,829 | $7.02M | 0.0% | +20,513.2% | 0.746% | |
11/15/2024 | Stifel Financial Corp | 9,914 | $683K | 0.0% | -5.8% | 0.073% | |
11/15/2024 | HighTower Advisors LLC | 16,254 | $1.12M | 0.0% | -2.3% | 0.119% | |
11/15/2024 | Benjamin Edwards Inc. | 7,510 | $517K | 0.0% | N/A | 0.055% | |
11/14/2024 | Captrust Financial Advisors | 4,176 | $288K | 0.0% | -4.0% | 0.031% | |
11/13/2024 | BNP Paribas Financial Markets | 166,539 | $11.48M | 0.0% | +37.2% | 1.220% | |
11/13/2024 | FMR LLC | 3,996 | $275K | 0.0% | -9.4% | 0.029% | |
11/13/2024 | Fisher Asset Management LLC | 5,964 | $411K | 0.0% | -99.3% | 0.044% | |
11/12/2024 | KKM Financial LLC | 35,191 | $2.43M | 1.2% | -25.5% | 0.258% | |
11/8/2024 | Avior Wealth Management LLC | 1,843 | $127K | 0.0% | -13.4% | 0.014% | |
11/7/2024 | Verity & Verity LLC | 67,620 | $4.66M | 0.5% | N/A | 0.495% | |
11/7/2024 | WP Advisors LLC | 4,860 | $335K | 0.1% | -4.3% | 0.036% | |
11/7/2024 | Thrivent Financial for Lutherans | 43,989 | $3.03M | 0.0% | +23.7% | 0.322% | |
11/6/2024 | Florin Court Capital LLP | 34,500 | $2.38M | 1.9% | +124.0% | 0.253% | |
11/6/2024 | Oppenheimer & Co. Inc. | 4,164 | $287K | 0.0% | -72.3% | 0.031% | |
11/4/2024 | Sanctuary Wealth Management L.L.C. | 595 | $41K | 0.0% | N/A | 0.004% | |
11/4/2024 | Tyler Stone Wealth Management | 5,301 | $365K | 0.1% | +100.6% | 0.039% | |
11/2/2024 | Transcendent Capital Group LLC | 1,782 | $123K | 0.1% | +11.4% | 0.013% | |
10/31/2024 | Jmac Enterprises LLC | 64,568 | $4.45M | 0.7% | +5.4% | 0.473% | |
10/29/2024 | Janney Montgomery Scott LLC | 13,958 | $962K | 0.0% | -6.3% | 0.102% | |
10/29/2024 | Indie Asset Partners LLC | 14,332 | $988K | 0.7% | -4.7% | 0.105% | |
10/28/2024 | Focus Financial Network Inc. | 4,834 | $333K | 0.0% | -20.2% | 0.035% | |
10/28/2024 | Nikulski Financial Inc. | 18,440 | $1.27M | 0.4% | -10.8% | 0.135% | |
10/24/2024 | First Financial Bankshares Inc | 266,979 | $18.40M | 0.4% | +0.6% | 1.956% | |
10/24/2024 | Capital Advisors Ltd. LLC | 15,110 | $1.04M | 0.1% | -61.8% | 0.111% | |
10/24/2024 | Bristlecone Advisors LLC | 1,180 | $81K | 0.0% | N/A | 0.009% | |
10/23/2024 | Massachusetts Wealth Management | 15,233 | $1.05M | 0.7% | +2.3% | 0.112% | |
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10/22/2024 | Private Advisor Group LLC | 10,267 | $708K | 0.0% | -4.0% | 0.075% | |
10/21/2024 | Toth Financial Advisory Corp | 26,552 | $1.83M | 0.2% | +9.1% | 0.195% | |
10/21/2024 | Trilogy Capital Inc. | 4,700 | $324K | 0.0% | +3.4% | 0.034% | |
10/11/2024 | Creative Planning | 26,044 | $1.80M | 0.0% | +3.5% | 0.191% | |
10/10/2024 | McGuire Investment Group LLC | 49,014 | $3.38M | 0.5% | +0.3% | 0.359% | |
10/9/2024 | Clarus Wealth Advisors | 23,877 | $1.61M | 0.8% | +4.9% | 0.175% | |
10/8/2024 | Brookstone Capital Management | 3,513 | $242K | 0.0% | N/A | 0.026% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 14,640 | $1.01M | 0.0% | N/A | 0.107% | |
9/5/2024 | Sanctuary Advisors LLC | 31,845 | $2.10M | 0.0% | N/A | 0.233% | |
8/22/2024 | Cetera Investment Advisers | 24,308 | $1.59M | 0.0% | -4.6% | 0.178% | |
8/21/2024 | Truist Financial Corp | 11,302 | $739K | 0.0% | +7.5% | 0.083% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 31,055 | $2.03M | 0.0% | -3.6% | 0.228% | |
8/16/2024 | Creative Planning | 25,166 | $1.65M | 0.0% | -2.2% | 0.184% | |
8/14/2024 | Squarepoint Ops LLC | 19,710 | $1.29M | 0.0% | N/A | 0.144% | |
8/14/2024 | Marshall Wace LLP | 33,478 | $2.19M | 0.0% | N/A | 0.245% | |
8/13/2024 | Thrivent Financial for Lutherans | 35,553 | $2.33M | 0.0% | +5.5% | 0.260% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 7,273 | $476K | 0.0% | +2.3% | 0.053% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 4,518 | $296K | 0.0% | -11.6% | 0.033% | |
8/8/2024 | J.W. Cole Advisors Inc. | 24,993 | $1.64M | 0.1% | +4.6% | 0.183% | |
8/8/2024 | Envestnet Asset Management Inc. | 26,266 | $1.72M | 0.0% | -8.8% | 0.192% | |
8/8/2024 | Prevail Innovative Wealth Advisors LLC | 43,084 | $2.82M | 1.0% | +174.4% | 0.316% | |
8/7/2024 | Headlands Technologies LLC | 377 | $25K | 0.0% | N/A | 0.003% | |
8/7/2024 | PFG Investments LLC | 5,030 | $329K | 0.0% | N/A | 0.037% | |
8/5/2024 | Private Advisor Group LLC | 10,690 | $699K | 0.0% | -13.8% | 0.078% | |
8/5/2024 | Florin Court Capital LLP | 15,400 | $1.01M | 1.4% | -71.7% | 0.113% | |
8/1/2024 | Massachusetts Wealth Management | 14,888 | $974K | 0.7% | +5.7% | 0.109% | |
7/31/2024 | Commonwealth Equity Services LLC | 114,471 | $7.49M | 0.0% | -26.7% | 0.839% | |
7/31/2024 | Canal Capital Management LLC | 5,371 | $351K | 0.1% | N/A | 0.039% | |
7/30/2024 | International Assets Investment Management LLC | 2,840 | $186K | 0.0% | N/A | 0.021% | |
7/29/2024 | Blue Chip Partners LLC | 3,667 | $240K | 0.0% | +64.7% | 0.027% | |
7/25/2024 | Capital Advisors Ltd. LLC | 39,535 | $2.59M | 0.3% | -1.6% | 0.290% | |
7/24/2024 | Family Firm Inc. | 669 | $44K | 0.0% | N/A | 0.005% | |
7/22/2024 | Focus Financial Network Inc. | 6,056 | $408K | 0.0% | -9.6% | 0.044% | |
7/22/2024 | Pallas Capital Advisors LLC | 27,486 | $1.82M | 0.1% | -48.7% | 0.201% | |
7/19/2024 | Raymond James & Associates | 33,852 | $2.22M | 0.0% | -6.8% | 0.248% | |
7/16/2024 | Ferguson Wellman Capital Management Inc. | 8,850 | $579K | 0.0% | -6.4% | 0.065% | |
7/11/2024 | Cadent Capital Advisors LLC | 4,257 | $279K | 0.1% | -96.2% | 0.031% | |
7/11/2024 | Clarus Wealth Advisors | 22,763 | $1.46M | 0.8% | +2.6% | 0.167% | |
7/9/2024 | Mather Group LLC. | 1,532 | $108K | 0.0% | +12,666.7% | 0.011% | |
5/24/2024 | Cetera Advisors LLC | 14,252 | $1.00M | 0.0% | +414.0% | 0.104% | |
5/24/2024 | Cetera Investment Advisers | 25,485 | $1.79M | 0.0% | +2,418.3% | 0.187% | |
5/20/2024 | Highlander Capital Management LLC | 400 | $28K | 0.0% | +300.0% | 0.003% | |
5/17/2024 | Comerica Bank | 3,351 | $236K | 0.0% | +69.5% | 0.025% | |
5/15/2024 | Transcendent Capital Group LLC | 1,600 | $113K | 0.1% | +300.0% | 0.012% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 268,000 | $18.87M | 0.1% | +168.0% | 1.963% | |
5/11/2024 | Patten & Patten Inc. TN | 5,400 | $380K | 0.0% | +300.0% | 0.040% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 15,703 | $1.11M | 0.4% | N/A | 0.117% | |
5/10/2024 | TCTC Holdings LLC | 2,200 | $155K | 0.0% | +300.0% | 0.016% | |
5/10/2024 | Garrison Point Advisors LLC | 7,820 | $551K | 0.4% | +300.6% | 0.058% | |
5/9/2024 | Delos Wealth Advisors LLC | 416 | $29K | 0.0% | +264.9% | 0.003% | |
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5/9/2024 | ProVise Management Group LLC | 3,144 | $221K | 0.0% | +300.0% | 0.023% | |
5/9/2024 | Private Portfolio Partners LLC | 8,150 | $574K | 0.1% | +297.6% | 0.061% | |
5/9/2024 | WP Advisors LLC | 5,064 | $356K | 0.1% | +300.6% | 0.038% | |
5/8/2024 | Private Wealth Advisors LLC | 4,930 | $347K | 0.1% | +285.8% | 0.037% | |
5/7/2024 | Concurrent Investment Advisors LLC | 2,878 | $203K | 0.0% | N/A | 0.021% | |
5/7/2024 | Montag A & Associates Inc. | 1,736 | $122K | 0.0% | +300.0% | 0.013% | |
5/7/2024 | KCM Investment Advisors LLC | 3,540 | $249K | 0.0% | +300.0% | 0.026% | |
5/7/2024 | Oppenheimer & Co. Inc. | 5,384 | $379K | 0.0% | +197.5% | 0.040% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 12,920 | $910K | 0.5% | +290.6% | 0.096% | |
5/6/2024 | Advisory Services Network LLC | 100,881 | $7.10M | 0.2% | +5,260.3% | 0.753% | |