5/20/2024 | Bullseye Investment Management LLC | 174,321 | $8.27M | 4.8% | -1.3% | 0.097% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 62,875 | $2.98M | 0.3% | +334.1% | 0.035% | |
5/17/2024 | Comerica Bank | 91,812 | $4.36M | 0.0% | -4.7% | 0.051% | |
5/17/2024 | Hancock Whitney Corp | 48,621 | $2.31M | 0.1% | -30.6% | 0.027% | |
5/17/2024 | Creekmur Asset Management LLC | 2,057 | $98K | 0.0% | -52.9% | 0.001% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 65,719 | $3.12M | 0.1% | +33.1% | 0.037% | |
|
5/16/2024 | IronBridge Private Wealth LLC | 250,051 | $11.87M | 4.9% | +7.1% | 0.139% | |
5/16/2024 | Captrust Financial Advisors | 457,213 | $21.70M | 0.1% | -0.9% | 0.254% | |
5/15/2024 | BOKF NA | 11,445 | $544K | 0.0% | +23.8% | 0.006% | |
5/15/2024 | 1832 Asset Management L.P. | 1,912,850 | $90.78M | 0.1% | +58.2% | 1.063% | |
5/14/2024 | Westwood Holdings Group Inc. | 16,844 | $799K | 0.0% | +32.5% | 0.009% | |
5/14/2024 | Stamos Capital Partners L.P. | 26,430 | $1.25M | 0.3% | -6.3% | 0.015% | |
5/14/2024 | Axxcess Wealth Management LLC | 47,035 | $2.23M | 0.1% | +9.4% | 0.026% | |
5/14/2024 | EP Wealth Advisors LLC | 4,810 | $228K | 0.0% | N/A | 0.003% | |
5/14/2024 | Freestone Capital Holdings LLC | 52,399 | $2.49M | 0.1% | +0.8% | 0.029% | |
5/14/2024 | CreativeOne Wealth LLC | 4,221 | $200K | 0.0% | -11.1% | 0.002% | |
5/14/2024 | Sculati Wealth Management LLC | 59,447 | $2.82M | 1.2% | +1.6% | 0.033% | |
5/14/2024 | Northwest Wealth Management LLC | 11,562 | $549K | 0.2% | -16.5% | 0.006% | |
5/14/2024 | Elgethun Capital Management | 159,631 | $7.58M | 1.9% | -0.7% | 0.089% | |
5/14/2024 | InterOcean Capital Group LLC | 17,465 | $829K | 0.0% | +14.5% | 0.010% | |
5/14/2024 | Tiemann Investment Advisors LLC | 6,850 | $325K | 0.1% | -9.9% | 0.004% | |
5/14/2024 | Lake Street Advisors Group LLC | 12,000 | $570K | 0.0% | N/A | 0.007% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 3,399 | $161K | 0.0% | +44.2% | 0.002% | |
5/13/2024 | Rockport Wealth LLC | 24,162 | $1.15M | 0.4% | N/A | 0.013% | |
5/11/2024 | Vista Finance LLC | 79,056 | $3.75M | 9.3% | +63.0% | 0.044% | |
5/11/2024 | Beaumont Financial Advisors LLC | 9,099 | $432K | 0.0% | +4.1% | 0.005% | |
5/11/2024 | Retirement Financial Solutions LLC | 13,206 | $627K | 0.3% | -16.5% | 0.007% | |
5/11/2024 | Patten & Patten Inc. TN | 34,150 | $1.62M | 0.1% | -0.6% | 0.019% | |
5/10/2024 | Osaic Holdings Inc. | 804,961 | $38.21M | 0.1% | +8.9% | 0.447% | |
5/10/2024 | TIAA Trust National Association | 980,836 | $46.55M | 0.1% | +1.1% | 0.545% | |
5/10/2024 | Spirepoint Private Client LLC | 184,128 | $8.74M | 1.3% | N/A | 0.102% | |
5/10/2024 | Nicolet Advisory Services LLC | 188,533 | $8.94M | 0.9% | +0.3% | 0.105% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 9,940 | $472K | 0.2% | N/A | 0.006% | |
5/10/2024 | Tocqueville Asset Management L.P. | 45,988 | $2.18M | 0.0% | -5.8% | 0.026% | |
5/10/2024 | J. L. Bainbridge & Co. Inc. | 4,554 | $216K | 0.0% | N/A | 0.003% | |
5/10/2024 | Nwam LLC | 7,675 | $364K | 0.0% | -92.0% | 0.004% | |
5/10/2024 | Anthracite Investment Company Inc. | 50,000 | $2.37M | 0.9% | +233.3% | 0.028% | |
5/9/2024 | Brighton Jones LLC | 45,701 | $2.17M | 0.1% | -29.9% | 0.025% | |
5/9/2024 | Blair William & Co. IL | 134,694 | $6.39M | 0.0% | +2.2% | 0.075% | |
5/9/2024 | Orion Portfolio Solutions LLC | 289,528 | $13.74M | 0.1% | +661.0% | 0.161% | |
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5/9/2024 | Kingsview Wealth Management LLC | 66,029 | $3.13M | 0.1% | +31.8% | 0.037% | |
5/9/2024 | Dearborn Partners LLC | 28,210 | $1.34M | 0.1% | -1.6% | 0.016% | |
5/9/2024 | Endowment Wealth Management Inc. | 14,191 | $673K | 0.5% | -12.4% | 0.008% | |
5/8/2024 | Richard C. Young & CO. LTD. | 4,627 | $220K | 0.0% | N/A | 0.003% | |
5/8/2024 | Advisors Preferred LLC | 327,183 | $15.54M | 2.6% | +16.5% | 0.182% | |
5/8/2024 | Avantax Advisory Services Inc. | 29,792 | $1.41M | 0.0% | +21.2% | 0.017% | |
5/8/2024 | US Bancorp DE | 20,897 | $992K | 0.0% | +298.6% | 0.012% | |
5/8/2024 | Hohimer Wealth Management LLC | 4,646 | $220K | 0.1% | N/A | 0.003% | |
5/8/2024 | Russell Investments Group Ltd. | 568 | $27K | 0.0% | N/A | 0.000% | |
5/8/2024 | Washington Trust Advisors Inc. | 4,770 | $226K | 0.0% | -12.7% | 0.003% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 32,128 | $1.53M | 0.0% | +22.6% | 0.018% | |
5/7/2024 | Concurrent Investment Advisors LLC | 5,473 | $260K | 0.0% | N/A | 0.003% | |
5/7/2024 | Keudell Morrison Wealth Management | 5,432 | $258K | 0.1% | -5.2% | 0.003% | |
5/7/2024 | Atomi Financial Group Inc. | 12,627 | $599K | 0.1% | -4.3% | 0.007% | |
5/7/2024 | Primoris Wealth Advisors LLC | 29,138 | $1.36M | 1.1% | +34.0% | 0.016% | |
5/7/2024 | Tectonic Advisors LLC | 230,701 | $10.95M | 0.8% | +2.9% | 0.128% | |
5/7/2024 | NTV Asset Management LLC | 89,717 | $4.26M | 0.6% | +16.8% | 0.050% | |
5/7/2024 | Highland Capital Management LLC | 18,299 | $868K | 0.0% | +4.6% | 0.010% | |
5/7/2024 | Nvwm LLC | 50,050 | $2.38M | 0.7% | -2.5% | 0.028% | |
5/7/2024 | Allen Investment Management LLC | 1,126,462 | $53.46M | 0.7% | -0.2% | 0.626% | |
5/7/2024 | Oppenheimer & Co. Inc. | 87,811 | $4.17M | 0.1% | +8.0% | 0.049% | |
5/7/2024 | PFG Advisors | 178,782 | $8.49M | 0.6% | -11.9% | 0.099% | |
5/7/2024 | Wealthspire Advisors LLC | 87,940 | $4.17M | 0.1% | -20.0% | 0.049% | |
5/7/2024 | Howard Wealth Management LLC | 6,953 | $330K | 0.3% | +22.2% | 0.004% | |
5/7/2024 | SG Americas Securities LLC | 2,412 | $114K | 0.0% | -57.5% | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 15,676 | $744K | 0.0% | +94.4% | 0.009% | |
5/6/2024 | Advisory Services Network LLC | 124,687 | $5.92M | 0.1% | +13.0% | 0.069% | |
5/6/2024 | Oxbow Advisors LLC | 4,286 | $203K | 0.0% | -95.0% | 0.002% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 195,128 | $9.26M | 2.7% | +1.5% | 0.108% | |
5/4/2024 | Gould Asset Management LLC CA | 16,100 | $764K | 0.2% | -3.1% | 0.009% | |
5/4/2024 | WBI Investments LLC | 8,734 | $415K | 0.1% | N/A | 0.005% | |
5/3/2024 | Avidian Wealth Solutions LLC | 13,141 | $624K | 0.0% | -9.3% | 0.007% | |
5/3/2024 | Forte Asset Management LLC | 69,198 | $3.28M | 2.0% | +5.3% | 0.038% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 16,532 | $785K | 0.2% | -5.1% | 0.009% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 33,528 | $1.59M | 0.2% | +35.2% | 0.019% | |
5/3/2024 | Commerce Bank | 127,677 | $6.06M | 0.0% | -3.5% | 0.071% | |
5/3/2024 | Wellington Shields Capital Management LLC | 4,525 | $215K | 0.0% | -29.6% | 0.003% | |
5/3/2024 | Proficio Capital Partners LLC | 353,600 | $16.78M | 1.8% | -25.4% | 0.197% | |
5/2/2024 | Summit Financial Wealth Advisors LLC | 302,093 | $14.34M | 2.9% | +2.8% | 0.168% | |
5/2/2024 | Graypoint LLC | 17,392 | $825K | 0.1% | -13.9% | 0.010% | |
5/2/2024 | Choreo LLC | 497,483 | $23.61M | 0.6% | -2.6% | 0.277% | |
5/2/2024 | Mckinley Capital Management LLC | 158,102 | $7.50M | 0.9% | -0.4% | 0.088% | |
5/2/2024 | Moloney Securities Asset Management LLC | 15,080 | $716K | 0.1% | -16.5% | 0.008% | |
5/2/2024 | Greenwood Capital Associates LLC | 4,510 | $214K | 0.0% | N/A | 0.003% | |
5/2/2024 | Allen Wealth Management LLC | 314,477 | $14.93M | 13.2% | +3.9% | 0.175% | |
5/2/2024 | Fortem Financial Group LLC | 232,475 | $11.03M | 4.8% | +3,445.4% | 0.129% | |
5/1/2024 | Wakefield Asset Management LLLP | 29,382 | $1.39M | 0.5% | +2.6% | 0.016% | |
5/1/2024 | Janney Montgomery Scott LLC | 351,941 | $16.70M | 0.0% | +2.7% | 0.198% | |
5/1/2024 | TKG Advisors LLC | 72,805 | $3.46M | 1.9% | N/A | 0.041% | |
5/1/2024 | Retirement Group LLC | 5,669 | $269K | 0.1% | +22.1% | 0.003% | |
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5/1/2024 | Starfox Financial Services LLC | 31,781 | $1.46M | 1.2% | +53.9% | 0.018% | |
5/1/2024 | Diversify Advisory Services LLC | 5,334 | $253K | 0.0% | N/A | 0.003% | |
4/30/2024 | Private Advisor Group LLC | 175,866 | $8.35M | 0.1% | +3.7% | 0.099% | |
4/30/2024 | J.W. Cole Advisors Inc. | 16,497 | $783K | 0.0% | +20.0% | 0.009% | |
4/30/2024 | Astor Investment Management LLC | 5,408 | $257K | 0.1% | -61.7% | 0.003% | |
4/30/2024 | North Star Investment Management Corp. | 178,405 | $8.47M | 0.6% | +90.7% | 0.100% | |
4/30/2024 | Fortis Group Advisors LLC | 88,452 | $4.20M | 0.8% | +871.9% | 0.050% | |
4/30/2024 | SpiderRock Advisors LLC | 18,897 | $883K | 0.0% | N/A | 0.011% | |
4/30/2024 | Violich Capital Management Inc. | 210,455 | $9.99M | 1.4% | +113.0% | 0.118% | |
4/30/2024 | WealthBridge Capital Management LLC | 38,147 | $1.81M | 0.6% | +6.3% | 0.021% | |