5/9/2024 | Blair William & Co. IL | 411,845 | $6.48M | 0.0% | -0.2% | 0.012% | |
5/9/2024 | Kingsview Wealth Management LLC | 143,825 | $2.26M | 0.1% | +17.1% | 0.004% | |
5/9/2024 | SageView Advisory Group LLC | 15,926 | $251K | 0.0% | -43.5% | 0.000% | |
5/9/2024 | Texas Yale Capital Corp. | 1,157,471 | $18.21M | 0.8% | +0.9% | 0.034% | |
5/9/2024 | Eagle Bay Advisors LLC | 4,214 | $66K | 0.0% | N/A | 0.000% | |
5/9/2024 | Camelot Portfolios LLC | 33,272 | $523K | 0.5% | -5.0% | 0.001% | |
|
5/9/2024 | Koshinski Asset Management Inc. | 11,070 | $174K | 0.0% | -5.9% | 0.000% | |
5/8/2024 | ProShare Advisors LLC | 251,989 | $3.96M | 0.0% | -8.2% | 0.007% | |
5/8/2024 | Avantax Advisory Services Inc. | 144,264 | $2.27M | 0.0% | -6.0% | 0.004% | |
5/8/2024 | Headlands Technologies LLC | 5,471 | $86K | 0.0% | N/A | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 814,273 | $12.81M | 0.2% | +2.4% | 0.024% | |
5/8/2024 | Inspire Advisors LLC | 23,381 | $368K | 0.1% | -5.6% | 0.001% | |
5/8/2024 | Donoghue Forlines LLC | 49,238 | $775K | 0.2% | -12.1% | 0.001% | |
5/7/2024 | Sfmg LLC | 31,406 | $494K | 0.0% | +2.2% | 0.001% | |
5/7/2024 | Quantum Private Wealth LLC | 116,568 | $1.83M | 0.7% | +21.2% | 0.003% | |
5/7/2024 | Chilton Capital Management LLC | 22,106 | $348K | 0.0% | +5.3% | 0.001% | |
5/7/2024 | Concurrent Investment Advisors LLC | 59,694 | $939K | 0.0% | +1.8% | 0.002% | |
5/7/2024 | Atomi Financial Group Inc. | 22,694 | $357K | 0.0% | -7.8% | 0.001% | |
5/7/2024 | Redwood Wealth Management Group LLC | 133,291 | $2.10M | 2.2% | -3.1% | 0.004% | |
5/7/2024 | Susquehanna Portfolio Strategies LLC | 187,207 | $2.95M | 0.1% | -59.0% | 0.006% | |
5/7/2024 | Tectonic Advisors LLC | 382,150 | $6.01M | 0.5% | +8.2% | 0.011% | |
5/7/2024 | Aull & Monroe Investment Management Corp | 103,390 | $1.63M | 0.7% | -1.9% | 0.003% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 172,982 | $2.72M | 0.0% | -7.7% | 0.005% | |
5/7/2024 | PFG Advisors | 58,362 | $918K | 0.1% | +2.5% | 0.002% | |
5/7/2024 | Oppenheimer & Co. Inc. | 703,569 | $11.07M | 0.2% | +3.3% | 0.021% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 32,723 | $515K | 0.0% | +68.4% | 0.001% | |
5/7/2024 | Wealthspire Advisors LLC | 129,808 | $2.04M | 0.0% | -32.0% | 0.004% | |
5/7/2024 | SG Americas Securities LLC | 432,254 | $6.80M | 0.0% | +54.6% | 0.013% | |
5/7/2024 | CNA Financial Corp | 400,000 | $6.29M | 3.1% | N/A | 0.012% | |
5/7/2024 | Empowered Funds LLC | 279,744 | $4.40M | 0.1% | +18.7% | 0.008% | |
5/6/2024 | ORG Partners LLC | 357,825 | $5.61M | 10.7% | N/A | 0.011% | |
5/6/2024 | CFO4Life Group LLC | 14,434 | $227K | 0.0% | -7.8% | 0.000% | |
5/6/2024 | SYM FINANCIAL Corp | 15,341 | $241K | 0.0% | -24.6% | 0.000% | |
5/6/2024 | Kayne Anderson Capital Advisors LP | 22,541,271 | $354.57M | 10.0% | -0.6% | 0.669% | |
5/6/2024 | Advisory Services Network LLC | 284,625 | $4.48M | 0.1% | +6.8% | 0.008% | |
5/6/2024 | Oxbow Advisors LLC | 469,873 | $7.39M | 1.0% | +290.9% | 0.014% | |
5/6/2024 | Cohen Capital Management Inc. | 313,593 | $4.93M | 0.9% | +15.4% | 0.009% | |
5/4/2024 | Noesis Capital Mangement Corp | 29,712 | $467K | 0.1% | -11.8% | 0.001% | |
5/4/2024 | Geneos Wealth Management Inc. | 80,831 | $1.27M | 0.1% | +3.4% | 0.002% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 44,465 | $699K | 0.4% | -2.3% | 0.001% | |
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5/3/2024 | FDx Advisors Inc. | 13,733 | $216K | 0.0% | -20.4% | 0.000% | |
5/3/2024 | Avidian Wealth Solutions LLC | 26,020 | $409K | 0.0% | -26.4% | 0.001% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 17,902 | $282K | 0.1% | -10.5% | 0.001% | |
5/3/2024 | Larson Financial Group LLC | 15,551 | $245K | 0.0% | -7.9% | 0.000% | |
5/3/2024 | Rehmann Capital Advisory Group | 32,080 | $505K | 0.0% | +2.0% | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 50,767 | $799K | 0.0% | -2.1% | 0.002% | |
5/3/2024 | Wellington Shields Capital Management LLC | 99,794 | $1.57M | 0.3% | +8.7% | 0.003% | |
5/3/2024 | GSA Capital Partners LLP | 73,663 | $1.16M | 0.1% | N/A | 0.002% | |
5/3/2024 | Delphi Financial Group Inc. | 3,166,026 | $49.80M | 32.2% | -21.6% | 0.094% | |
5/2/2024 | Mutual Advisors LLC | 161,076 | $2.53M | 0.1% | +9.6% | 0.005% | |
5/2/2024 | Belfer Management LLC | 21,882 | $344K | 6.2% | +4.4% | 0.001% | |
5/2/2024 | Jennison Associates LLC | 4,516,402 | $71.04M | 0.0% | -3.0% | 0.134% | |
5/2/2024 | FinTrust Capital Advisors LLC | 20,201 | $318K | 0.1% | +3.6% | 0.001% | |
5/2/2024 | Haverford Trust Co | 95,128 | $1.50M | 0.0% | +1.1% | 0.003% | |
5/2/2024 | Thompson Davis & CO. Inc. | 11,600 | $182K | 0.1% | N/A | 0.000% | |
5/2/2024 | Lincoln National Corp | 228,021 | $3.59M | 0.1% | +9.5% | 0.007% | |
5/2/2024 | Choreo LLC | 20,058 | $316K | 0.0% | -30.1% | 0.001% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 58,309 | $917K | 0.2% | +45.3% | 0.002% | |
5/1/2024 | StoneX Group Inc. | 73,363 | $1.15M | 0.1% | +46.3% | 0.002% | |
5/1/2024 | Heronetta Management L.P. | 891,554 | $14.02M | 10.2% | -1.7% | 0.026% | |
5/1/2024 | Janney Montgomery Scott LLC | 499,752 | $7.86M | 0.0% | +4.3% | 0.015% | |
5/1/2024 | BNP Paribas Financial Markets | 9,893,345 | $155.62M | 0.1% | -8.1% | 0.294% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 16,115,331 | $253.49M | 0.5% | -37.1% | 0.478% | |
5/1/2024 | Retirement Group LLC | 9,787 | $154K | 0.1% | +49.9% | 0.000% | |
5/1/2024 | Mission Wealth Management LP | 29,053 | $457K | 0.0% | +54.9% | 0.001% | |
5/1/2024 | Flynn Zito Capital Management LLC | 24,492 | $385K | 0.2% | N/A | 0.001% | |
5/1/2024 | Sequoia Financial Advisors LLC | 35,531 | $559K | 0.0% | +8.6% | 0.001% | |
5/1/2024 | Diversify Advisory Services LLC | 828,881 | $13.01M | 0.8% | N/A | 0.025% | |
4/30/2024 | Private Advisor Group LLC | 495,391 | $7.79M | 0.1% | +18.5% | 0.015% | |
4/30/2024 | J.W. Cole Advisors Inc. | 68,374 | $1.08M | 0.1% | +32.1% | 0.002% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 443,763 | $6.98M | 1.7% | +1.0% | 0.013% | |
4/30/2024 | North Star Investment Management Corp. | 37,391 | $588K | 0.0% | +38.5% | 0.001% | |
4/30/2024 | Norden Group LLC | 24,426 | $384K | 0.0% | N/A | 0.001% | |
4/30/2024 | Van ECK Associates Corp | 117,039 | $1.84M | 0.0% | -41.7% | 0.003% | |
4/30/2024 | Fortis Group Advisors LLC | 47,434 | $746K | 0.1% | +19.1% | 0.001% | |
4/30/2024 | Saxony Capital Management LLC | 16,284 | $256K | 0.3% | +4.9% | 0.000% | |
4/30/2024 | Beam Wealth Advisors Inc. | 10,219 | $161K | 0.1% | N/A | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 77,250 | $1.22M | 0.0% | -2.7% | 0.002% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 143,657 | $2.26M | 0.6% | -1.0% | 0.004% | |
4/30/2024 | SpiderRock Advisors LLC | 82,032 | $1.28M | 0.0% | N/A | 0.002% | |
4/30/2024 | Garrett Wealth Advisory Group LLC | 27,029 | $425K | 0.2% | +22.1% | 0.001% | |
4/30/2024 | Arkadios Wealth Advisors | 26,816 | $422K | 0.0% | -5.1% | 0.001% | |
4/30/2024 | Perigon Wealth Management LLC | 34,719 | $546K | 0.0% | -3.6% | 0.001% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,307,005 | $20.56M | 0.0% | +7.4% | 0.039% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 6,177 | $97K | 0.0% | -39.8% | 0.000% | |
4/29/2024 | RWA Wealth Partners LLC | 28,835 | $454K | 0.0% | +53.1% | 0.001% | |
4/29/2024 | Crescent Grove Advisors LLC | 338,048 | $5.32M | 0.6% | +4.7% | 0.010% | |
4/29/2024 | Private Capital Advisors Inc. | 821,336 | $12.92M | 1.6% | +0.6% | 0.024% | |
4/27/2024 | Finer Wealth Management Inc. | 153,726 | $2.42M | 1.6% | +34.3% | 0.005% | |
4/26/2024 | Pinnacle Associates Ltd. | 38,690 | $609K | 0.0% | -17.0% | 0.001% | |
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4/26/2024 | Plan Group Financial LLC | 16,851 | $265K | 0.2% | N/A | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 47,972 | $755K | 0.0% | -11.1% | 0.001% | |
4/26/2024 | UMB Bank n.a. | 4,882 | $77K | 0.0% | -75.4% | 0.000% | |
4/26/2024 | First National Trust Co | 14,695 | $231K | 0.0% | -5.7% | 0.000% | |
4/26/2024 | Chicago Partners Investment Group LLC | 2,941,452 | $46.77M | 2.0% | +5.4% | 0.087% | |
4/26/2024 | Tritonpoint Wealth LLC | 28,492 | $432K | 0.0% | -9.1% | 0.001% | |
4/25/2024 | Lindbrook Capital LLC | 124,403 | $1.96M | 0.2% | -1.2% | 0.004% | |
4/25/2024 | Capital Investment Advisory Services LLC | 12,918 | $203K | 0.0% | -12.9% | 0.000% | |
4/25/2024 | HTLF Bank | 18,649 | $293K | 0.0% | +5.7% | 0.001% | |
4/25/2024 | Valeo Financial Advisors LLC | 238,971 | $3.79M | 0.1% | -6.3% | 0.007% | |