11/25/2024 | Tidal Investments LLC | 24,815 | $431K | 0.0% | +6.0% | 0.004% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,566 | $27K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 55,494 | $996K | 0.0% | +15.1% | 0.008% | |
11/18/2024 | Fortem Financial Group LLC | 63,506 | $1.10M | 0.4% | -11.2% | 0.009% | |
11/16/2024 | Geode Capital Management LLC | 595,776 | $10.35M | 0.0% | +0.3% | 0.085% | |
11/15/2024 | Duff & Phelps Investment Management Co. | 2,136,900 | $37.12M | 0.4% | -16.2% | 0.305% | |
|
11/15/2024 | Barclays PLC | 2,008,321 | $34.89M | 0.0% | +1.6% | 0.285% | |
11/15/2024 | Brookfield Corp ON | 4,164,288 | $72.33M | 0.4% | -12.5% | 0.594% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 669,771 | $11.63M | 0.1% | N/A | 0.096% | |
11/15/2024 | Stifel Financial Corp | 230,729 | $4.01M | 0.0% | +30.6% | 0.033% | |
11/15/2024 | Morse Asset Management Inc | 45,350 | $788K | 0.2% | +12.7% | 0.006% | |
11/14/2024 | Captrust Financial Advisors | 64,220 | $1.12M | 0.0% | +7.7% | 0.009% | |
11/14/2024 | Icon Wealth Advisors LLC | 110,695 | $1.92M | 0.2% | -1.7% | 0.016% | |
11/14/2024 | Rockefeller Capital Management L.P. | 159,443 | $2.77M | 0.0% | +2.4% | 0.023% | |
11/14/2024 | Infrastructure Capital Advisors LLC | 3,767,012 | $65.43M | 8.8% | -5.0% | 0.537% | |
11/14/2024 | CreativeOne Wealth LLC | 11,132 | $193K | 0.0% | N/A | 0.002% | |
11/13/2024 | Glenmede Trust Co. NA | 279,030 | $4.85M | 0.0% | +7.3% | 0.040% | |
11/13/2024 | Hardy Reed LLC | 37,450 | $651K | 0.1% | +15.9% | 0.005% | |
11/13/2024 | Townsquare Capital LLC | 13,720 | $238K | 0.0% | +17.4% | 0.002% | |
11/13/2024 | BNP Paribas Financial Markets | 2,214,335 | $38.46M | 0.0% | -0.3% | 0.316% | |
11/13/2024 | FMR LLC | 600,282 | $10.43M | 0.0% | +91.1% | 0.086% | |
11/13/2024 | D.A. Davidson & CO. | 22,887 | $398K | 0.0% | +8.4% | 0.003% | |
11/13/2024 | Longfellow Investment Management Co. LLC | 1,312,831 | $22.80M | 5.7% | -11.6% | 0.187% | |
11/13/2024 | Brown Brothers Harriman & Co. | 29,972 | $521K | 0.0% | +572.0% | 0.004% | |
11/12/2024 | Larson Financial Group LLC | 12,500 | $217K | 0.0% | +400.0% | 0.002% | |
11/12/2024 | Cerity Partners LLC | 179,847 | $3.12M | 0.0% | +970.6% | 0.026% | |
11/12/2024 | Covenant Asset Management LLC | 20,136 | $350K | 0.1% | -8.6% | 0.003% | |
11/12/2024 | Citigroup Inc. | 3,428,897 | $59.56M | 0.0% | +48.9% | 0.489% | |
11/8/2024 | Citizens Financial Group Inc. RI | 10,700 | $186K | 0.0% | N/A | 0.002% | |
11/8/2024 | First Horizon Advisors Inc. | 3,105 | $54K | 0.0% | -59.4% | 0.000% | |
11/8/2024 | Advisors Asset Management Inc. | 151,856 | $2.64M | 0.0% | -5.7% | 0.022% | |
11/8/2024 | Avior Wealth Management LLC | 8,000 | $139K | 0.0% | +100.0% | 0.001% | |
11/8/2024 | PNC Financial Services Group Inc. | 194,386 | $3.38M | 0.0% | -0.8% | 0.028% | |
11/7/2024 | Aviance Capital Partners LLC | 130,515 | $2.27M | 0.3% | -12.2% | 0.019% | |
11/7/2024 | Kayne Anderson Capital Advisors LP | 7,538,106 | $130.94M | 3.3% | -11.7% | 1.075% | |
11/7/2024 | Thrivent Financial for Lutherans | 18,146 | $315K | 0.0% | +5.1% | 0.003% | |
11/6/2024 | ING Groep NV | 1,321,937 | $22.96M | 0.1% | +29.1% | 0.189% | |
11/5/2024 | Apollon Wealth Management LLC | 46,610 | $810K | 0.0% | +6.2% | 0.007% | |
11/1/2024 | Atria Investments Inc | 14,594 | $253K | 0.0% | -8.3% | 0.002% | |
11/1/2024 | Lindbrook Capital LLC | 90,388 | $1.57M | 0.1% | +15.6% | 0.013% | |
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11/1/2024 | CWA Asset Management Group LLC | 264,647 | $4.60M | 0.2% | N/A | 0.038% | |
10/30/2024 | Crescent Grove Advisors LLC | 173,944 | $3.02M | 0.3% | +1.6% | 0.025% | |
10/29/2024 | Van ECK Associates Corp | 88,656 | $1.51M | 0.0% | -16.5% | 0.013% | |
10/29/2024 | Janney Montgomery Scott LLC | 90,900 | $1.58M | 0.0% | +8.2% | 0.013% | |
10/29/2024 | Chicago Partners Investment Group LLC | 213,386 | $3.64M | 0.1% | +2.8% | 0.030% | |
10/28/2024 | Americana Partners LLC | 264,586 | $4.60M | 0.3% | +17.5% | 0.038% | |
10/28/2024 | US Bancorp DE | 125,389 | $2.18M | 0.0% | +2.2% | 0.018% | |
10/24/2024 | Inscription Capital LLC | 15,569 | $270K | 0.0% | -23.8% | 0.002% | |
10/24/2024 | Custom Index Systems LLC | 64,299 | $1.12M | 0.6% | -20.5% | 0.009% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 31,300 | $544K | 0.0% | -3.3% | 0.004% | |
10/23/2024 | Bank of Stockton | 13,163 | $229K | 0.1% | N/A | 0.002% | |
10/23/2024 | CENTRAL TRUST Co | 1,700 | $30K | 0.0% | -32.0% | 0.000% | |
10/22/2024 | International Assets Investment Management LLC | 67,038 | $1.16M | 0.0% | +1,006.4% | 0.010% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 263,645 | $4.58M | 0.2% | +0.4% | 0.038% | |
10/22/2024 | Private Advisor Group LLC | 168,703 | $2.93M | 0.0% | +57.9% | 0.024% | |
10/22/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 449,827 | $7.81M | 0.6% | +241.0% | 0.064% | |
10/18/2024 | Wealth Alliance Advisory Group LLC | 89,153 | $1.55M | 0.3% | +1.4% | 0.013% | |
10/18/2024 | Raymond James & Associates | 279,731 | $4.86M | 0.0% | -4.7% | 0.040% | |
10/16/2024 | Optimum Investment Advisors | 17,600 | $306K | 0.1% | -12.4% | 0.003% | |
10/16/2024 | Cornerstone Wealth Management LLC | 30,234 | $525K | 0.0% | +97.6% | 0.004% | |
10/15/2024 | Prospect Financial Services LLC | 72,274 | $1.26M | 0.8% | -3.8% | 0.010% | |
10/15/2024 | Magnus Financial Group LLC | 11,889 | $207K | 0.0% | N/A | 0.002% | |
10/11/2024 | Creative Planning | 64,461 | $1.12M | 0.0% | -11.0% | 0.009% | |
10/10/2024 | Exchange Traded Concepts LLC | 552,006 | $9.59M | 0.2% | +2.5% | 0.079% | |
10/10/2024 | Chickasaw Capital Management LLC | 4,140,089 | $71.91M | 3.1% | +1.0% | 0.591% | |
10/10/2024 | Valeo Financial Advisors LLC | 16,310 | $283K | 0.0% | N/A | 0.002% | |
10/9/2024 | UMB Bank n.a. | 23,363 | $406K | 0.0% | -32.9% | 0.003% | |
10/8/2024 | Future Financial Wealth Managment LLC | 1,600 | $28K | 0.0% | N/A | 0.000% | |
10/8/2024 | Axiom Advisory LLC | 15,300 | $274K | 0.0% | +5.2% | 0.002% | |
10/8/2024 | Mather Group LLC. | 3,999 | $69K | 0.0% | -29.5% | 0.001% | |
10/7/2024 | Walnut Private Equity Partners LLC | 425,000 | $7.62M | 4.5% | +3.7% | 0.061% | |
10/2/2024 | Doliver Advisors LP | 26,828 | $466K | 0.1% | -3.2% | 0.004% | |
9/5/2024 | Sanctuary Advisors LLC | 48,229 | $862K | 0.0% | N/A | 0.007% | |
8/30/2024 | Creekside Partners | 17,500 | $313K | 0.2% | N/A | 0.002% | |
8/27/2024 | Clearbridge Investments LLC | 3,536,608 | $63.16M | 0.1% | -47.0% | 0.504% | |
8/22/2024 | Cetera Investment Advisers | 198,990 | $3.55M | 0.0% | +26.5% | 0.028% | |
8/21/2024 | Truist Financial Corp | 28,272 | $505K | 0.0% | -42.4% | 0.004% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 102,416 | $1.83M | 0.0% | -38.3% | 0.015% | |
8/16/2024 | Sunbelt Securities Inc. | 3,795 | $68K | 0.0% | +53.2% | 0.001% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 6,094 | $109K | 0.0% | +16.3% | 0.001% | |
8/16/2024 | Creative Planning | 72,436 | $1.29M | 0.0% | -3.0% | 0.010% | |
8/16/2024 | Duff & Phelps Investment Management Co. | 2,549,900 | $45.54M | 0.6% | -1.5% | 0.364% | |
8/15/2024 | Susquehanna Fundamental Investments LLC | 192,712 | $3.44M | 0.1% | -23.4% | 0.027% | |
8/15/2024 | NBW Capital LLC | 513,805 | $9.18M | 1.8% | -2.5% | 0.073% | |
8/14/2024 | Steel Grove Capital Advisors LLC | 43,858 | $783K | 0.1% | -2.9% | 0.006% | |
8/14/2024 | Edge Capital Group LLC | 31,806 | $568K | 0.0% | -7.9% | 0.005% | |
8/14/2024 | ProShare Advisors LLC | 35,505 | $634K | 0.0% | -9.9% | 0.005% | |
8/13/2024 | Westwood Holdings Group Inc. | 1,833,062 | $32.74M | 0.2% | -0.7% | 0.261% | |
8/13/2024 | Sei Investments Co. | 207,802 | $3.71M | 0.0% | +39.9% | 0.030% | |
8/13/2024 | Bridges Investment Management Inc. | 136,937 | $2.45M | 0.0% | +75.9% | 0.020% | |
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8/12/2024 | Inspire Investing LLC | 45,783 | $818K | 0.1% | N/A | 0.007% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 15,017 | $268K | 0.0% | -39.6% | 0.002% | |
8/10/2024 | Wealth Alliance | 22,053 | $394K | 0.1% | -18.3% | 0.003% | |
8/9/2024 | Brown Brothers Harriman & Co. | 4,460 | $80K | 0.0% | +31.2% | 0.001% | |
8/8/2024 | Envestnet Asset Management Inc. | 312,593 | $5.58M | 0.0% | +2.4% | 0.045% | |
8/8/2024 | Wealthspire Advisors LLC | 90,000 | $1.61M | 0.0% | -3.0% | 0.013% | |
8/8/2024 | Westover Capital Advisors LLC | 23,000 | $411K | 0.1% | N/A | 0.003% | |
8/8/2024 | Morningstar Investment Management LLC | 117,053 | $2.09M | 0.2% | -12.7% | 0.017% | |
8/8/2024 | Beverly Hills Private Wealth LLC | 10,092 | $180K | 0.0% | N/A | 0.001% | |
8/7/2024 | Longfellow Investment Management Co. LLC | 1,484,676 | $26.52M | 6.7% | -21.2% | 0.212% | |