8/6/2025 | Prospera Financial Services Inc | 36,833 | $2.19M | 0.0% | +302.6% | 0.067% | |
8/6/2025 | AE Wealth Management LLC | 2,042 | $121K | 0.0% | -17.8% | 0.004% | |
8/6/2025 | KCM Investment Advisors LLC | 3,935 | $234K | 0.0% | -19.0% | 0.007% | |
8/6/2025 | Stone House Investment Management LLC | 2,574 | $153K | 0.0% | N/A | 0.005% | |
8/6/2025 | Atlantic Union Bankshares Corp | 46,541 | $2.76M | 0.1% | N/A | 0.084% | |
8/6/2025 | Highlander Partners L.P. | 200,000 | $11.88M | 4.6% | N/A | 0.362% | |
8/6/2025 | Moors & Cabot Inc. | 3,836 | $228K | 0.0% | +4.9% | 0.007% | |
8/6/2025 | Simmons Bank | 4,894 | $291K | 0.0% | -4.1% | 0.009% | |
8/5/2025 | Fourth Dimension Wealth LLC | 762 | $45K | 0.0% | -34.4% | 0.001% | |
8/5/2025 | NewSquare Capital LLC | 167,339 | $9.94M | 0.7% | +5.0% | 0.303% | |
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8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 47,964 | $2.85M | 0.3% | N/A | 0.087% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 509 | $30K | 0.0% | -37.5% | 0.001% | |
8/4/2025 | Kovack Advisors Inc. | 25,177 | $1.50M | 0.1% | +15.9% | 0.046% | |
8/4/2025 | IFG Advisory LLC | 7,445 | $442K | 0.0% | -69.4% | 0.013% | |
8/4/2025 | Terril Brothers Inc. | 295,940 | $17.58M | 6.6% | -0.3% | 0.535% | |
8/4/2025 | Spire Wealth Management | 1,254 | $74K | 0.0% | -34.1% | 0.002% | |
8/4/2025 | World Investment Advisors | 48,967 | $2.91M | 0.1% | +13.9% | 0.089% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 7,013 | $417K | 0.2% | +6.7% | 0.013% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 30,247 | $1.80M | 0.0% | N/A | 0.055% | |
8/1/2025 | Bessemer Group Inc. | 2,001,499 | $118.87M | 0.2% | +23.5% | 3.619% | |
8/1/2025 | Envestnet Asset Management Inc. | 95,944 | $5.70M | 0.0% | +1.8% | 0.173% | |
7/31/2025 | Prudent Man Advisors LLC | 25,330 | $1.50M | 0.5% | +33.3% | 0.046% | |
7/31/2025 | Brian Low Financial Group LLC | 11,881 | $706K | 0.7% | N/A | 0.021% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 354,700 | $21.07M | 3.6% | N/A | 0.641% | |
7/31/2025 | Ground Swell Capital LLC | 15,239 | $905K | 1.4% | N/A | 0.028% | |
7/31/2025 | Carnegie Investment Counsel | 97,735 | $5.80M | 0.1% | -17.1% | 0.177% | |
7/30/2025 | Cullen Frost Bankers Inc. | 173,717 | $10.32M | 0.1% | +4.0% | 0.314% | |
7/30/2025 | Advantage Trust Co | 7,150 | $425K | 0.2% | +376.7% | 0.013% | |
7/30/2025 | First Interstate Bank | 78,135 | $4.64M | 0.3% | -1.1% | 0.141% | |
7/29/2025 | Members Advisory Group LLC | 99,977 | $5.94M | 2.2% | -2.0% | 0.181% | |
7/29/2025 | Stephens Inc. AR | 26,344 | $1.57M | 0.0% | +3.6% | 0.048% | |
7/29/2025 | Madison Wealth Partners Inc | 4,255 | $253K | 0.1% | -33.3% | 0.008% | |
7/29/2025 | Chicago Partners Investment Group LLC | 3,228 | $205K | 0.0% | N/A | 0.006% | |
7/29/2025 | International Assets Investment Management LLC | 8,035 | $477K | 0.0% | N/A | 0.015% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 18,508 | $1.10M | 0.4% | -5.0% | 0.033% | |
7/29/2025 | SAM Advisors LLC | 61,564 | $3.66M | 1.3% | +3.3% | 0.111% | |
7/29/2025 | Koshinski Asset Management Inc. | 3,447 | $205K | 0.0% | N/A | 0.006% | |
7/29/2025 | Private Trust Co. NA | 965 | $57K | 0.0% | N/A | 0.002% | |
7/29/2025 | Vectors Research Management LLC | 3,480 | $207K | 0.1% | N/A | 0.006% | |
7/28/2025 | Patten & Patten Inc. TN | 169,347 | $10.06M | 0.7% | +2.5% | 0.306% | |
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7/28/2025 | Duncker Streett & Co. Inc. | 5,635 | $335K | 0.1% | -3.2% | 0.010% | |
7/28/2025 | Mutual Advisors LLC | 16,833 | $1.04M | 0.0% | +14.9% | 0.030% | |
7/28/2025 | Private Wealth Asset Management LLC | 935 | $56K | 0.0% | +114.9% | 0.002% | |
7/28/2025 | Harbour Investments Inc. | 1,504 | $89K | 0.0% | -21.5% | 0.003% | |
7/28/2025 | Harbour Trust & Investment Management Co | 18,934 | $1.12M | 0.1% | -1.2% | 0.034% | |
7/25/2025 | SPC Financial Inc. | 14,000 | $831K | 0.1% | +8.5% | 0.025% | |
7/25/2025 | CWM LLC | 2,245 | $133K | 0.0% | +9.8% | 0.004% | |
7/25/2025 | Concurrent Investment Advisors LLC | 3,707 | $220K | 0.0% | -14.3% | 0.007% | |
7/25/2025 | Apollon Wealth Management LLC | 4,739 | $281K | 0.0% | -9.1% | 0.009% | |
7/24/2025 | IFP Advisors Inc | 16,600 | $986K | 0.0% | -3.3% | 0.030% | |
7/24/2025 | Blair William & Co. IL | 63,751 | $3.79M | 0.0% | +2.6% | 0.115% | |
7/24/2025 | Game Plan Financial Advisors LLC | 31,626 | $1.88M | 0.8% | -30.7% | 0.057% | |
7/24/2025 | US Bancorp DE | 10,173 | $604K | 0.0% | -22.5% | 0.018% | |
7/23/2025 | NBT Bank N A NY | 44,240 | $2.63M | 0.2% | -5.4% | 0.079% | |
7/23/2025 | Proffitt & Goodson Inc. | 28,585 | $1.70M | 0.3% | +0.7% | 0.051% | |
7/22/2025 | Valley National Advisers Inc. | 3,909 | $232K | 0.0% | -22.5% | 0.007% | |
7/22/2025 | DAVENPORT & Co LLC | 22,425 | $1.33M | 0.0% | +4.2% | 0.040% | |
7/22/2025 | Grimes & Company Inc. | 7,983 | $474K | 0.0% | +45.9% | 0.014% | |
7/22/2025 | OLD National Bancorp IN | 7,160 | $425K | 0.0% | N/A | 0.013% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 9,127 | $542K | 0.0% | -4.5% | 0.016% | |
7/22/2025 | Berger Financial Group Inc | 19,901 | $1.18M | 0.1% | -5.7% | 0.036% | |
7/22/2025 | Accel Wealth Management | 5,492 | $326K | 0.1% | -10.1% | 0.010% | |
7/22/2025 | Apexium Financial LP | 7,713 | $458K | 0.0% | -3.7% | 0.014% | |
7/21/2025 | NTV Asset Management LLC | 52,758 | $3.13M | 0.4% | -0.9% | 0.094% | |
7/21/2025 | Grassi Investment Management | 5,250 | $312K | 0.0% | -9.5% | 0.009% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,292 | $77K | 0.0% | N/A | 0.002% | |
7/21/2025 | Crews Bank & Trust | 2,530 | $150K | 0.0% | -13.4% | 0.005% | |
7/18/2025 | SOA Wealth Advisors LLC. | 1,915 | $114K | 0.0% | -9.1% | 0.003% | |
7/18/2025 | Trust Co. of Vermont | 900 | $53K | 0.0% | N/A | 0.002% | |
7/18/2025 | Truist Financial Corp | 220,954 | $13.12M | 0.0% | +4.5% | 0.394% | |
7/18/2025 | Parkside Investments LLC | 118,554 | $7.04M | 1.0% | +0.7% | 0.212% | |
7/17/2025 | XML Financial LLC | 6,164 | $366K | 0.0% | -6.7% | 0.011% | |
7/17/2025 | Janney Montgomery Scott LLC | 72,611 | $4.31M | 0.0% | -15.6% | 0.130% | |
7/17/2025 | Venture Visionary Partners LLC | 121,551 | $7.22M | 0.3% | +2.8% | 0.218% | |
7/17/2025 | Avondale Wealth Management | 9,550 | $567K | 0.3% | -30.8% | 0.017% | |
7/17/2025 | Capital Insight Partners LLC | 42,401 | $2.52M | 0.4% | -8.0% | 0.076% | |
7/17/2025 | City Holding Co. | 15,533 | $922K | 0.1% | -4.0% | 0.028% | |
7/17/2025 | Grandview Asset Management LLC | 30,476 | $1.81M | 0.6% | -2.5% | 0.055% | |
7/17/2025 | Fort Washington Investment Advisors Inc. OH | 4,130 | $245K | 0.0% | -4.6% | 0.007% | |
7/17/2025 | KWB Wealth | 5,364 | $305K | 0.0% | -35.7% | 0.010% | |
7/17/2025 | KG&L Capital Management LLC | 19,914 | $1.18M | 0.3% | -9.0% | 0.036% | |
7/16/2025 | First American Bank | 37,115 | $2.20M | 0.2% | -26.3% | 0.067% | |
7/16/2025 | Legend Financial Advisors Inc. | 420 | $25K | 0.0% | N/A | 0.001% | |
7/16/2025 | Banque Pictet & Cie SA | 46,301 | $2.75M | 0.0% | -46.5% | 0.083% | |
7/16/2025 | Register Financial Advisors LLC | 2,828 | $168K | 0.1% | -9.5% | 0.005% | |
7/16/2025 | Global Wealth Management LLC | 3,397 | $216K | 0.1% | N/A | 0.006% | |
7/15/2025 | Graypoint LLC | 99,760 | $5.93M | 0.3% | -0.9% | 0.179% | |
7/14/2025 | Farmers Trust Co. | 53,100 | $3.15M | 0.6% | -0.5% | 0.095% | |
7/14/2025 | GAMMA Investing LLC | 975 | $58K | 0.0% | +283.9% | 0.002% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 1,894 | $112K | 0.0% | -40.2% | 0.003% | |
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7/14/2025 | Toth Financial Advisory Corp | 6,086 | $361K | 0.0% | -9.4% | 0.011% | |
7/14/2025 | Park Avenue Securities LLC | 5,418 | $322K | 0.0% | -15.6% | 0.009% | |
7/14/2025 | Sowell Financial Services LLC | 48,287 | $2.87M | 0.1% | +5.8% | 0.084% | |
7/11/2025 | Farther Finance Advisors LLC | 1,441 | $86K | 0.0% | +718.8% | 0.003% | |
7/11/2025 | Silver Oak Securities Incorporated | 13,058 | $776K | 0.1% | -2.3% | 0.023% | |
7/11/2025 | SeaCrest Wealth Management LLC | 8,595 | $510K | 0.1% | +10.7% | 0.016% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 32,673 | $2.07M | 0.0% | -24.4% | 0.061% | |
7/10/2025 | Focus Financial Network Inc. | 4,830 | $287K | 0.0% | -85.1% | 0.009% | |
7/9/2025 | Byrne Asset Management LLC | 7,704 | $458K | 0.3% | +656.0% | 0.014% | |
7/8/2025 | Elevation Wealth Partners LLC | 5,811 | $345K | 0.1% | +300.8% | 0.011% | |