11/4/2024 | Baker Avenue Asset Management LP | 200,947 | $14.38M | 0.5% | +28.7% | 0.082% | |
11/1/2024 | Proficio Capital Partners LLC | 5,100 | $365K | 0.0% | -26.3% | 0.002% | |
11/1/2024 | Atria Investments Inc | 20,401 | $1.46M | 0.0% | -52.5% | 0.008% | |
11/1/2024 | Cowa LLC | 9,362 | $670K | 0.3% | N/A | 0.004% | |
11/1/2024 | Leavell Investment Management Inc. | 13,586 | $972K | 0.0% | -12.1% | 0.006% | |
10/31/2024 | TFB Advisors LLC | 7,596 | $543K | 0.2% | N/A | 0.003% | |
|
10/31/2024 | Principal Financial Group Inc. | 25,675 | $1.84M | 0.0% | -28.8% | 0.010% | |
10/31/2024 | Donald L. Hagan LLC | 4,926 | $352K | 0.2% | +41.4% | 0.002% | |
10/31/2024 | Concurrent Investment Advisors LLC | 5,167 | $370K | 0.0% | -27.1% | 0.002% | |
10/31/2024 | Family Asset Management LLC | 5,696 | $407K | 0.2% | -59.0% | 0.002% | |
10/30/2024 | Greenwood Capital Associates LLC | 27,880 | $2.00M | 0.3% | -74.9% | 0.011% | |
10/30/2024 | Catalyst Capital Advisors LLC | 820,781 | $58.72M | 1.3% | +2.1% | 0.335% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 121,075 | $8.66M | 3.7% | -0.5% | 0.049% | |
10/29/2024 | Ground Swell Capital LLC | 6,547 | $468K | 0.4% | N/A | 0.003% | |
10/29/2024 | Angeles Wealth Management LLC | 251,638 | $18.00M | 1.6% | +3.6% | 0.103% | |
10/29/2024 | GFS Advisors LLC | 247,422 | $17.70M | 3.8% | +11.6% | 0.101% | |
10/29/2024 | Harbor Capital Advisors Inc. | 3,555 | $254K | 0.0% | +12.4% | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 22,238 | $1.59M | 0.0% | +5.1% | 0.009% | |
10/29/2024 | Lmcg Investments LLC | 97,202 | $6.95M | 0.4% | -3.8% | 0.040% | |
10/29/2024 | Greenwich Wealth Management LLC | 9,497 | $679K | 0.0% | -2.0% | 0.004% | |
10/29/2024 | Vigilare Wealth Management | 3,117 | $223K | 0.1% | -26.7% | 0.001% | |
10/29/2024 | Farther Finance Advisors LLC | 9,529 | $682K | 0.0% | +128.3% | 0.004% | |
10/28/2024 | Strategic Financial Partners Ltd. | 20,683 | $1.48M | 0.8% | +5.1% | 0.008% | |
10/28/2024 | Americana Partners LLC | 226,639 | $16.21M | 1.1% | +12.0% | 0.093% | |
10/28/2024 | Caas Capital Management LP | 62,400 | $4.46M | 0.5% | N/A | 0.026% | |
10/28/2024 | Laurel Wealth Planning LLC | 63,352 | $4.53M | 3.0% | +7.4% | 0.026% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 826 | $59K | 0.0% | -57.1% | 0.000% | |
10/28/2024 | Principal Securities Inc. | 123,099 | $8.81M | 0.2% | +31,302.8% | 0.050% | |
10/28/2024 | Penobscot Wealth Management | 25,225 | $1.81M | 1.0% | +12.0% | 0.010% | |
10/28/2024 | Forte Asset Management LLC | 22,764 | $1.63M | 0.9% | +0.9% | 0.009% | |
10/28/2024 | US Bancorp DE | 40,334 | $2.89M | 0.0% | -0.7% | 0.016% | |
10/28/2024 | Meitav Investment House Ltd. | 34,866 | $2.49M | 0.0% | -62.0% | 0.014% | |
10/25/2024 | SteelPeak Wealth LLC | 14,627 | $1.05M | 0.0% | N/A | 0.006% | |
10/25/2024 | WestEnd Advisors LLC | 2,427 | $174K | 0.0% | +19.8% | 0.001% | |
10/25/2024 | Golden State Equity Partners | 3,403 | $243K | 0.1% | -13.0% | 0.001% | |
10/25/2024 | Integrated Advisors Network LLC | 7,878 | $564K | 0.0% | -2.7% | 0.003% | |
10/25/2024 | MBA Advisors LLC | 3,636 | $260K | 0.1% | +19.6% | 0.001% | |
10/24/2024 | Orrstown Financial Services Inc. | 52,555 | $3.76M | 1.1% | N/A | 0.021% | |
10/24/2024 | Sun Life Financial Inc. | 86,459 | $6.19M | 0.3% | -9.7% | 0.035% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,594 | $758K | 0.0% | -3.2% | 0.004% | |
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10/24/2024 | Consolidated Portfolio Review Corp | 3,935 | $282K | 0.1% | -5.2% | 0.002% | |
10/24/2024 | Arkadios Wealth Advisors | 5,293 | $379K | 0.0% | -90.7% | 0.002% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 124,591 | $8.86M | 0.0% | +339.9% | 0.051% | |
10/23/2024 | Osborne Partners Capital Management LLC | 481,523 | $34.45M | 2.0% | +1.1% | 0.197% | |
10/23/2024 | Burford Brothers Inc. | 4,388 | $314K | 0.2% | -34.7% | 0.002% | |
10/23/2024 | Spectrum Asset Management Inc. NB CA | 59,193 | $4.24M | 1.8% | N/A | 0.024% | |
10/22/2024 | Rebalance LLC | 7,762 | $555K | 0.0% | +9.6% | 0.003% | |
10/22/2024 | Private Advisor Group LLC | 33,283 | $2.38M | 0.0% | -16.0% | 0.014% | |
10/22/2024 | Pictet North America Advisors SA | 741,537 | $53.05M | 5.3% | +20.6% | 0.303% | |
10/21/2024 | Evernest Financial Advisors LLC | 22,371 | $1.60M | 0.4% | N/A | 0.009% | |
10/21/2024 | Whittier Trust Co. | 2,951 | $211K | 0.0% | +292.9% | 0.001% | |
10/21/2024 | Genesee Capital Advisors LLC | 13,688 | $979K | 0.5% | -50.3% | 0.006% | |
10/21/2024 | Trilogy Capital Inc. | 3,220 | $230K | 0.0% | -52.0% | 0.001% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 835,180 | $59.75M | 0.1% | -41.3% | 0.341% | |
10/18/2024 | Raymond James & Associates | 116,913 | $8.36M | 0.0% | -16.8% | 0.048% | |
10/18/2024 | Capital Investment Advisors LLC | 11,287 | $807K | 0.0% | -21.2% | 0.005% | |
10/18/2024 | JTC Employer Solutions Trustee Ltd | 48,837 | $3.49M | 0.2% | -6.4% | 0.020% | |
10/18/2024 | Stratos Wealth Advisors LLC | 79,043 | $5.66M | 0.3% | -20.5% | 0.032% | |
10/17/2024 | Sonoma Private Wealth LLC | 5,358 | $383K | 0.6% | +5.9% | 0.002% | |
10/17/2024 | Claro Advisors LLC | 15,371 | $1.10M | 0.1% | +18.0% | 0.006% | |
10/16/2024 | Cumberland Advisors Inc. | 32,587 | $2.33M | 0.9% | -2.5% | 0.013% | |
10/16/2024 | Global Retirement Partners LLC | 20,979 | $1.50M | 0.0% | -3.5% | 0.009% | |
10/16/2024 | Good Life Advisors LLC | 5,570 | $399K | 0.0% | N/A | 0.002% | |
10/16/2024 | Vontobel Holding Ltd. | 262,010 | $18.74M | 0.1% | +0.3% | 0.107% | |
10/16/2024 | Sentry LLC | 4,497 | $322K | 0.1% | +4.0% | 0.002% | |
10/15/2024 | Donor Advised Charitable Giving Inc. | 3,411 | $244K | 0.0% | N/A | 0.001% | |
10/15/2024 | Magnus Financial Group LLC | 2,834 | $203K | 0.0% | -57.0% | 0.001% | |
10/11/2024 | Creative Planning | 44,186 | $3.16M | 0.0% | +4.3% | 0.018% | |
10/11/2024 | CX Institutional | 333,792 | $23.88M | 1.1% | +1.9% | 0.136% | |
10/11/2024 | Empirical Asset Management LLC | 5,547 | $397K | 0.0% | -2.7% | 0.002% | |
10/11/2024 | Stablepoint Partners LLC | 3,735 | $267K | 0.0% | -12.4% | 0.002% | |
10/11/2024 | Compagnie Lombard Odier SCmA | 26,025 | $1.86M | 0.0% | +26.4% | 0.011% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 4,605 | $329K | 0.0% | -83.5% | 0.002% | |
10/10/2024 | Carnegie Investment Counsel | 4,016 | $287K | 0.0% | -91.1% | 0.002% | |
10/10/2024 | Perfromance Wealth Partners LLC | 5,203 | $372K | 0.0% | N/A | 0.002% | |
10/10/2024 | Paragon Capital Management Ltd | 30,460 | $2.18M | 0.4% | -1.4% | 0.012% | |
10/10/2024 | Fiduciary Financial Group LLC | 18,307 | $1.31M | 0.3% | -19.8% | 0.007% | |
10/9/2024 | JGP Wealth Management LLC | 7,475 | $535K | 0.1% | +11.0% | 0.003% | |
10/9/2024 | Cadinha & Co. LLC | 30,625 | $2.19M | 0.4% | -14.5% | 0.013% | |
10/9/2024 | Money Design Co. Ltd. | 840,188 | $60.11M | 3.0% | +5.9% | 0.343% | |
10/9/2024 | USA Financial Formulas | 2,828 | $202K | 0.0% | -12.2% | 0.001% | |
10/9/2024 | Hexagon Capital Partners LLC | 917 | $66K | 0.0% | -19.3% | 0.000% | |
10/8/2024 | CWM LLC | 2,691 | $193K | 0.0% | +46.7% | 0.001% | |
10/8/2024 | Saxon Interests Inc. | 74,962 | $5.36M | 2.4% | +2.4% | 0.031% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 8,151 | $583K | 0.1% | -92.9% | 0.003% | |
10/8/2024 | Rockingstone Advisors LLC | 12,509 | $895K | 0.4% | -13.6% | 0.005% | |
10/8/2024 | Insight Wealth Strategies LLC | 94,013 | $6.73M | 0.9% | +0.7% | 0.038% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 13,927 | $996K | 0.0% | -2.5% | 0.006% | |
10/8/2024 | Chesley Taft & Associates LLC | 19,714 | $1.41M | 0.1% | +6.5% | 0.008% | |
10/7/2024 | Miracle Mile Advisors LLC | 623,085 | $44.58M | 1.0% | +2.0% | 0.255% | |
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10/7/2024 | Diversified Trust Co | 2,842 | $203K | 0.0% | -24.9% | 0.001% | |
10/7/2024 | Bricktown Capital LLC | 3,698 | $265K | 0.0% | -64.4% | 0.002% | |
10/5/2024 | Harbor Investment Advisory LLC | 2,701 | $193K | 0.0% | +143.1% | 0.001% | |
10/3/2024 | Granite Bay Wealth Management LLC | 165,160 | $11.82M | 6.6% | +13.3% | 0.068% | |
10/3/2024 | Park Avenue Securities LLC | 17,162 | $1.23M | 0.0% | -66.8% | 0.007% | |
10/3/2024 | SG Americas Securities LLC | 406,702 | $29.10M | 0.1% | -46.4% | 0.166% | |
10/2/2024 | Boltwood Capital Management | 4,600 | $329K | 0.1% | -16.4% | 0.002% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 18,476 | $1.32M | 0.0% | -5.5% | 0.008% | |
9/23/2024 | Centaurus Financial Inc. | 1,552 | $106K | 0.0% | -89.7% | 0.001% | |
9/5/2024 | Sanctuary Advisors LLC | 89,135 | $5.98M | 0.0% | N/A | 0.036% | |