8/8/2025 | Rockefeller Capital Management L.P. | 184,021 | $9.48M | 0.0% | +8.5% | 0.018% | |
8/8/2025 | Kingsview Wealth Management LLC | 4,089 | $211K | 0.0% | N/A | 0.000% | |
8/8/2025 | Citizens Financial Group Inc. RI | 12,494 | $644K | 0.0% | N/A | 0.001% | |
8/8/2025 | Westwood Holdings Group Inc. | 28,556 | $1.47M | 0.0% | -98.7% | 0.003% | |
8/8/2025 | Cetera Investment Advisers | 187,629 | $9.67M | 0.0% | +11.6% | 0.018% | |
8/8/2025 | Cedar Wealth Management LLC | 2,300 | $118K | 0.0% | N/A | 0.000% | |
8/8/2025 | Creative Planning | 53,036 | $2.73M | 0.0% | +2.2% | 0.005% | |
8/8/2025 | CFO4Life Group LLC | 18,704 | $963K | 0.2% | -2.6% | 0.002% | |
8/8/2025 | Advisors Capital Management LLC | 148,382 | $7.64M | 0.1% | +1.6% | 0.015% | |
8/8/2025 | Geode Capital Management LLC | 16,557 | $853K | 0.0% | +6.6% | 0.002% | |
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8/8/2025 | PNC Financial Services Group Inc. | 92,794 | $4.78M | 0.0% | -0.2% | 0.009% | |
8/7/2025 | Cascade Financial Partners LLC | 10,721 | $552K | 0.1% | +6.9% | 0.001% | |
8/7/2025 | 49 Wealth Management LLC | 12,104 | $623K | 0.1% | +34.7% | 0.001% | |
8/7/2025 | Samalin Investment Counsel LLC | 52,213 | $2.69M | 1.0% | -3.0% | 0.005% | |
8/7/2025 | Allworth Financial LP | 24,847 | $1.28M | 0.0% | +860.8% | 0.002% | |
8/7/2025 | Americana Partners LLC | 520,001 | $26.79M | 0.9% | -0.2% | 0.051% | |
8/7/2025 | ProShare Advisors LLC | 29,598 | $1.53M | 0.0% | +17.6% | 0.003% | |
8/7/2025 | Acadian Asset Management LLC | 54,820 | $2.82M | 0.0% | -64.9% | 0.005% | |
8/7/2025 | Parkside Financial Bank & Trust | 44,198 | $2.28M | 0.2% | +2.2% | 0.004% | |
8/6/2025 | Prospera Financial Services Inc | 31,572 | $1.63M | 0.0% | +5.5% | 0.003% | |
8/6/2025 | Texas Yale Capital Corp. | 275,440 | $14.19M | 0.5% | -2.8% | 0.027% | |
8/6/2025 | Kayne Anderson Capital Advisors LP | 7,619,104 | $392.46M | 9.1% | -2.2% | 0.746% | |
8/6/2025 | ORBA Wealth Advisors L.L.C. | 6,756 | $348K | 0.3% | N/A | 0.001% | |
8/6/2025 | Moors & Cabot Inc. | 19,170 | $987K | 0.0% | -2.5% | 0.002% | |
8/6/2025 | Cherry Creek Investment Advisors Inc. | 15,013 | $773K | 0.4% | +1.8% | 0.001% | |
8/5/2025 | HFG Advisors Inc. | 4,050 | $209K | 0.2% | N/A | 0.000% | |
8/5/2025 | Obermeyer Wealth Partners | 34,199 | $1.76M | 0.1% | -2.8% | 0.003% | |
8/5/2025 | Sigma Planning Corp | 6,688 | $345K | 0.0% | -12.3% | 0.001% | |
8/4/2025 | Integrity Alliance LLC. | 7,031 | $362K | 0.0% | -47.1% | 0.001% | |
8/4/2025 | Creekmur Asset Management LLC | 19,545 | $1.01M | 0.2% | +43.7% | 0.002% | |
8/4/2025 | IFG Advisory LLC | 29,756 | $1.53M | 0.1% | +23.0% | 0.003% | |
8/4/2025 | Adell Harriman & Carpenter Inc. | 72,930 | $3.76M | 0.2% | +8.7% | 0.007% | |
8/4/2025 | Keybank National Association OH | 40,646 | $2.09M | 0.0% | -6.4% | 0.004% | |
8/4/2025 | Spire Wealth Management | 7,451 | $384K | 0.0% | -16.8% | 0.001% | |
8/4/2025 | World Investment Advisors | 13,025 | $671K | 0.0% | -1.5% | 0.001% | |
8/4/2025 | Daymark Wealth Partners LLC | 39,730 | $2.05M | 0.1% | -0.6% | 0.004% | |
8/4/2025 | ELCO Management Co. LLC | 88,139 | $4.54M | 2.4% | +1.5% | 0.009% | |
8/1/2025 | Jennison Associates LLC | 768,631 | $39.59M | 0.0% | -0.4% | 0.075% | |
8/1/2025 | Winebrenner Capital Management LLC | 5,928 | $305K | 0.2% | +5.3% | 0.001% | |
8/1/2025 | Mizuho Markets Cayman LP | 50,868 | $2.62M | 0.2% | N/A | 0.005% | |
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8/1/2025 | Private Wealth Partners LLC | 72,900 | $3.76M | 0.3% | +21.7% | 0.007% | |
8/1/2025 | Bessemer Group Inc. | 25,081 | $1.29M | 0.0% | +0.8% | 0.002% | |
8/1/2025 | Delta Investment Management LLC | 24,765 | $1.28M | 0.2% | +22.1% | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 256,015 | $13.19M | 0.0% | +1.9% | 0.025% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 32,162 | $1.66M | 0.0% | -3.3% | 0.003% | |
7/31/2025 | Brian Low Financial Group LLC | 4,728 | $244K | 0.2% | N/A | 0.000% | |
7/31/2025 | Jackson Hole Capital Partners LLC | 60,067 | $3.09M | 0.6% | +1.6% | 0.006% | |
7/31/2025 | Catalyst Capital Advisors LLC | 364,486 | $18.78M | 0.4% | +4.2% | 0.036% | |
7/31/2025 | Carnegie Investment Counsel | 8,948 | $461K | 0.0% | +10.1% | 0.001% | |
7/30/2025 | Bleakley Financial Group LLC | 10,675 | $550K | 0.0% | N/A | 0.001% | |
7/30/2025 | Strategic Blueprint LLC | 4,062 | $209K | 0.0% | -14.2% | 0.000% | |
7/30/2025 | Brookstone Capital Management | 33,350 | $1.72M | 0.0% | -4.2% | 0.003% | |
7/30/2025 | Private Capital Advisors Inc. | 256,309 | $13.20M | 1.6% | -0.5% | 0.025% | |
7/30/2025 | D.A. Davidson & CO. | 28,900 | $1.49M | 0.0% | +6.4% | 0.003% | |
7/30/2025 | Sanders Morris Harris LLC | 4,823 | $248K | 0.1% | -38.3% | 0.000% | |
7/30/2025 | Greenup Street Wealth Management LLC | 58,278 | $3.00M | 0.5% | +2.9% | 0.006% | |
7/30/2025 | Princeton Global Asset Management LLC | 11,489 | $592K | 0.1% | -3.4% | 0.001% | |
7/29/2025 | Chicago Partners Investment Group LLC | 479,620 | $24.43M | 0.7% | +1.7% | 0.047% | |
7/29/2025 | Burford Brothers Inc. | 11,828 | $609K | 0.3% | N/A | 0.001% | |
7/29/2025 | International Assets Investment Management LLC | 6,868 | $354K | 0.0% | -28.8% | 0.001% | |
7/29/2025 | TrueMark Investments LLC | 150,684 | $7.76M | 1.7% | +8.8% | 0.015% | |
7/29/2025 | Mutual of America Capital Management LLC | 48,415 | $2.49M | 0.0% | -6.0% | 0.005% | |
7/29/2025 | Spirit of America Management Corp NY | 111,897 | $5.76M | 1.2% | -23.0% | 0.011% | |
7/29/2025 | Arista Wealth Management LLC | 7,306 | $376K | 0.1% | N/A | 0.001% | |
7/29/2025 | Stratos Wealth Partners LTD. | 38,411 | $1.98M | 0.0% | +1.1% | 0.004% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 32,762 | $1.69M | 0.4% | -2.7% | 0.003% | |
7/29/2025 | Stratos Wealth Advisors LLC | 11,914 | $614K | 0.0% | -2.0% | 0.001% | |
7/29/2025 | Private Trust Co. NA | 2,000 | $103K | 0.0% | +64.2% | 0.000% | |
7/29/2025 | Aire Advisors LLC | 11,250 | $579K | 0.1% | +17.0% | 0.001% | |
7/28/2025 | Turtle Creek Wealth Advisors LLC | 55,209 | $2.84M | 0.3% | +365.9% | 0.005% | |
7/28/2025 | Allianz Asset Management GmbH | 1,015,300 | $52.30M | 0.1% | -20.4% | 0.099% | |
7/28/2025 | EQ Wealth Advisors LLC | 594 | $31K | 0.0% | N/A | 0.000% | |
7/28/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 217,639 | $11.21M | 0.6% | +0.3% | 0.021% | |
7/28/2025 | Mutual Advisors LLC | 12,172 | $620K | 0.0% | +12.0% | 0.001% | |
7/28/2025 | Private Wealth Asset Management LLC | 500 | $26K | 0.0% | N/A | 0.000% | |
7/28/2025 | Axxcess Wealth Management LLC | 11,202 | $577K | 0.0% | -3.5% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 6,893 | $355K | 0.0% | -88.1% | 0.001% | |
7/25/2025 | Sequoia Financial Advisors LLC | 193,268 | $9.96M | 0.0% | +1.4% | 0.019% | |
7/25/2025 | Griffin Asset Management Inc. | 12,192 | $628K | 0.1% | -4.4% | 0.001% | |
7/25/2025 | MGO One Seven LLC | 15,231 | $785K | 0.0% | -5.2% | 0.001% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 16,198 | $832K | 0.0% | +22.7% | 0.002% | |
7/25/2025 | Quantum Financial Planning Services Inc. | 8,000 | $412K | 0.2% | N/A | 0.001% | |
7/25/2025 | CWM LLC | 1,711 | $88K | 0.0% | +177.8% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 33,682 | $1.74M | 0.0% | -0.9% | 0.003% | |
7/24/2025 | Trust Co. of Toledo NA OH | 750 | $39K | 0.0% | N/A | 0.000% | |
7/24/2025 | Applied Capital LLC FL | 21,150 | $1.09M | 0.8% | +20.4% | 0.002% | |
7/24/2025 | Blue Trust Inc. | 609 | $31K | 0.0% | +509.0% | 0.000% | |
7/24/2025 | Wealthstar Advisors LLC | 13,620 | $702K | 0.3% | +4.8% | 0.001% | |
7/24/2025 | Castellan Group | 62,153 | $3.20M | 0.6% | +7.8% | 0.006% | |
7/24/2025 | IFP Advisors Inc | 6,586 | $339K | 0.0% | -22.9% | 0.001% | |
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7/24/2025 | Mainstay Capital Management LLC ADV | 5,548 | $286K | 0.0% | N/A | 0.001% | |
7/24/2025 | US Bancorp DE | 61,114 | $3.15M | 0.0% | -8.7% | 0.006% | |
7/23/2025 | Tectonic Advisors LLC | 224,763 | $11.58M | 0.7% | +6.2% | 0.022% | |
7/23/2025 | Maryland State Retirement & Pension System | 340,375 | $17.53M | 0.4% | +6.7% | 0.033% | |
7/23/2025 | Citizens National Bank Trust Department | 1,465 | $75K | 0.0% | N/A | 0.000% | |
7/23/2025 | Tyche Wealth Partners LLC | 4,147 | $214K | 0.0% | N/A | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 15,693 | $808K | 0.0% | -4.9% | 0.002% | |
7/22/2025 | Capital Advisors Inc. OK | 4,442 | $229K | 0.0% | +12.9% | 0.000% | |
7/22/2025 | MAS Advisors LLC | 7,991 | $412K | 0.7% | +3.9% | 0.001% | |
7/22/2025 | Chung Wu Investment Group LLC | 8,500 | $438K | 0.5% | -3.4% | 0.001% | |