7/24/2025 | Fulcrum Capital LLC | 54,960 | $4.56M | 1.0% | +6.0% | 0.101% | |
7/24/2025 | Comprehensive Money Management Services LLC | 4,353 | $361K | 0.3% | -6.2% | 0.008% | |
7/24/2025 | Lmcg Investments LLC | 4,719 | $391K | 0.0% | -82.4% | 0.009% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 4,721 | $392K | 0.0% | +36.4% | 0.009% | |
7/24/2025 | L. Roy Papp & Associates LLP | 143,241 | $11.88M | 1.4% | -2.2% | 0.265% | |
7/24/2025 | Ramirez Asset Management Inc. | 1,275 | $106K | 0.0% | -13.6% | 0.002% | |
7/24/2025 | IFP Advisors Inc | 3,909 | $324K | 0.0% | +22.8% | 0.007% | |
7/24/2025 | Blair William & Co. IL | 99,220 | $8.23M | 0.0% | -27.9% | 0.183% | |
7/23/2025 | Vontobel Holding Ltd. | 13,108 | $1.09M | 0.0% | -37.4% | 0.024% | |
7/23/2025 | Fortis Advisors LLC | 5,176 | $429K | 0.3% | -13.0% | 0.009% | |
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7/23/2025 | High Note Wealth LLC | 595 | $49K | 0.0% | -79.4% | 0.001% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 5,103 | $423K | 0.0% | -3.9% | 0.009% | |
7/23/2025 | Meitav Investment House Ltd. | 400,454 | $33.23M | 0.5% | +2,199.6% | 0.733% | |
7/23/2025 | Viewpoint Capital Management LLC | 10,000 | $829K | 0.4% | +42.9% | 0.018% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 9,939 | $824K | 0.0% | +37.9% | 0.018% | |
7/22/2025 | Valley National Advisers Inc. | 9,069 | $752K | 0.1% | -41.0% | 0.017% | |
7/22/2025 | Hillcrest Wealth Advisors NY LLC | 19,413 | $1.61M | 0.8% | -10.4% | 0.036% | |
7/22/2025 | OLD National Bancorp IN | 61,755 | $5.12M | 0.1% | +1,068.7% | 0.113% | |
7/22/2025 | Highland Capital Management LLC | 23,741 | $1.97M | 0.1% | -4.8% | 0.043% | |
7/22/2025 | Firethorn Wealth Partners LLC | 10,213 | $847K | 0.4% | +6.4% | 0.019% | |
7/21/2025 | Washington Growth Strategies LLC | 11,516 | $955K | 0.7% | +14,117.3% | 0.021% | |
7/21/2025 | Ameritas Advisory Services LLC | 7,595 | $630K | 0.0% | -28.2% | 0.014% | |
7/21/2025 | Vanderbilt University | 158,746 | $13.17M | 2.5% | N/A | 0.290% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 301 | $25K | 0.0% | N/A | 0.001% | |
7/21/2025 | Abundance Wealth Counselors | 10,894 | $903K | 0.2% | -93.9% | 0.020% | |
7/21/2025 | Family CFO Inc | 526 | $44K | 0.0% | -72.6% | 0.001% | |
7/21/2025 | Ping Capital Management Inc. | 6,000 | $498K | 0.1% | +5.3% | 0.011% | |
7/18/2025 | McGuire Investment Group LLC | 8,306 | $689K | 0.1% | -93.0% | 0.015% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 8,581 | $712K | 0.2% | -5.5% | 0.016% | |
7/18/2025 | Madrona Financial Services LLC | 125,693 | $10.42M | 2.5% | N/A | 0.230% | |
7/18/2025 | SOA Wealth Advisors LLC. | 96,216 | $7.98M | 0.9% | -9.7% | 0.176% | |
7/18/2025 | Trust Co. of Vermont | 973 | $81K | 0.0% | -63.0% | 0.002% | |
7/18/2025 | PFG Investments LLC | 13,362 | $1.11M | 0.1% | -9.1% | 0.024% | |
7/18/2025 | Truist Financial Corp | 15,861 | $1.32M | 0.0% | -24.7% | 0.029% | |
7/18/2025 | Parkside Investments LLC | 103,991 | $8.62M | 1.2% | -13.7% | 0.190% | |
7/17/2025 | Janney Montgomery Scott LLC | 47,720 | $3.96M | 0.0% | -29.5% | 0.081% | |
7/17/2025 | Oakworth Capital Inc. | 1,426 | $118K | 0.0% | -66.3% | 0.002% | |
7/17/2025 | Hanson & Doremus Investment Management | 1,300 | $108K | 0.0% | -21.5% | 0.002% | |
7/17/2025 | Chatham Capital Group Inc. | 4,413 | $366K | 0.1% | -11.3% | 0.008% | |
7/16/2025 | Howard Capital Management Group LLC | 2,640 | $219K | 0.0% | -24.7% | 0.004% | |
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7/16/2025 | Meridian Investment Counsel Inc. | 13,206 | $1.10M | 0.3% | +3.7% | 0.022% | |
7/16/2025 | Investment Partners Asset Management Inc. | 3,257 | $270K | 0.2% | +4.0% | 0.006% | |
7/16/2025 | Embree Financial Group | 3,294 | $273K | 0.0% | -23.6% | 0.006% | |
7/16/2025 | Beaumont Financial Advisors LLC | 3,308 | $274K | 0.0% | -5.7% | 0.006% | |
7/16/2025 | Banque Pictet & Cie SA | 31,043 | $2.57M | 0.0% | -8.7% | 0.053% | |
7/16/2025 | Perigon Wealth Management LLC | 6,720 | $557K | 0.0% | +39.7% | 0.011% | |
7/15/2025 | McAdam LLC | 3,273 | $271K | 0.0% | +5.1% | 0.006% | |
7/15/2025 | James J. Burns & Company LLC | 4,084 | $339K | 0.1% | +33.6% | 0.007% | |
7/15/2025 | Financial Management Professionals Inc. | 367 | $30K | 0.0% | -62.2% | 0.001% | |
7/15/2025 | Fifth Third Bancorp | 69,944 | $5.80M | 0.0% | -24.1% | 0.119% | |
7/14/2025 | Wealth Advisory Solutions LLC | 10,250 | $850K | 0.2% | +5.7% | 0.017% | |
7/14/2025 | Edge Wealth Management LLC | 111,927 | $9.28M | 1.8% | +1.3% | 0.192% | |
7/11/2025 | Petredis Investment Advisors LLC | 55,170 | $4.58M | 0.4% | +0.9% | 0.095% | |
7/11/2025 | Compass Ion Advisors LLC | 3,727 | $309K | 0.0% | +3.9% | 0.006% | |
7/11/2025 | Coastwise Capital Group LLC | 3,651 | $303K | 0.2% | -8.1% | 0.006% | |
7/11/2025 | Farther Finance Advisors LLC | 7,082 | $587K | 0.0% | +574.5% | 0.012% | |
7/11/2025 | Adirondack Trust Co. | 505 | $42K | 0.0% | -57.9% | 0.001% | |
7/11/2025 | Weatherly Asset Management L. P. | 156,499 | $12.98M | 1.1% | -0.4% | 0.269% | |
7/11/2025 | Shelton Wealth Management LLC | 10,668 | $885K | 0.4% | +23.9% | 0.018% | |
7/10/2025 | Perkins Coie Trust Co | 4,377 | $363K | 0.1% | -9.3% | 0.008% | |
7/10/2025 | CWC Advisors LLC. | 5,550 | $460K | 0.2% | +3.4% | 0.010% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 100,986 | $8.61M | 0.0% | -14.0% | 0.174% | |
7/10/2025 | American Financial Advisors LLC | 46,061 | $3.82M | 0.5% | -2.9% | 0.079% | |
7/9/2025 | Breakwater Capital Group | 11,161 | $926K | 0.2% | +172.7% | 0.019% | |
7/9/2025 | Fiduciary Alliance LLC | 4,360 | $362K | 0.0% | +8.0% | 0.008% | |
7/8/2025 | Parallel Advisors LLC | 25,129 | $2.08M | 0.0% | -8.4% | 0.043% | |
7/7/2025 | Salem Investment Counselors Inc. | 4,176 | $346K | 0.0% | -9.2% | 0.007% | |
7/2/2025 | Marotta Asset Management | 74,706 | $6.20M | 1.2% | +20.6% | 0.126% | |
7/1/2025 | Harbor Investment Advisory LLC | 600 | $50K | 0.0% | -48.3% | 0.001% | |
6/23/2025 | Swedbank AB | 170,643 | $13.84M | 0.0% | -26.2% | 0.288% | |
6/18/2025 | Voya Investment Management LLC | 227,917 | $18.48M | 0.0% | -27.0% | 0.385% | |
6/17/2025 | Howe & Rusling Inc. | 386 | $31K | 0.0% | -25.6% | 0.001% | |
6/3/2025 | Invst LLC | 3,192 | $259K | 0.0% | -9.6% | 0.005% | |
5/28/2025 | Strs Ohio | 342,800 | $27.80M | 0.1% | N/A | 0.544% | |
5/23/2025 | Strategic Financial Services Inc. | 262,569 | $21.29M | 1.2% | +5.7% | 0.417% | |
5/21/2025 | McAdam LLC | 3,114 | $253K | 0.0% | -51.4% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 32,958 | $2.67M | 0.0% | -13.4% | 0.052% | |
5/20/2025 | Integrity Alliance LLC. | 2,913 | $236K | 0.0% | N/A | 0.005% | |
5/20/2025 | Anchor Investment Management LLC | 4,694 | $381K | 0.0% | -6.5% | 0.007% | |
5/19/2025 | SCS Capital Management LLC | 22,627 | $1.84M | 0.0% | N/A | 0.036% | |
5/16/2025 | CTC Alternative Strategies Ltd. | 2,944 | $239K | 0.3% | N/A | 0.005% | |
5/16/2025 | Jones Financial Companies Lllp | 83,050 | $6.74M | 0.0% | +301.8% | 0.132% | |
5/16/2025 | Tamar Securities LLC | 49,083 | $3.98M | 0.5% | +15.2% | 0.078% | |
5/16/2025 | NewEdge Advisors LLC | 37,152 | $3.01M | 0.0% | +4.2% | 0.059% | |
5/16/2025 | Integrated Wealth Concepts LLC | 34,905 | $2.83M | 0.0% | +28.7% | 0.055% | |
5/16/2025 | Clark Capital Management Group Inc. | 35,267 | $2.86M | 0.0% | N/A | 0.056% | |
5/16/2025 | AQR Capital Management LLC | 4,978 | $404K | 0.0% | +77.1% | 0.008% | |
5/16/2025 | 5th Street Advisors LLC | 17,190 | $1.39M | 0.7% | N/A | 0.027% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 26,626 | $2.16M | 0.3% | +13.6% | 0.042% | |
5/15/2025 | Chiron Capital Management LLC | 83,895 | $6.80M | 6.2% | -3.8% | 0.133% | |
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5/15/2025 | EP Wealth Advisors LLC | 5,186 | $421K | 0.0% | -6.3% | 0.008% | |
5/15/2025 | LGL Partners LLC | 11,931 | $968K | 0.5% | -35.0% | 0.019% | |
5/15/2025 | Michelson Medical Research Foundation Inc. | 19,300 | $1.57M | 1.3% | -38.3% | 0.031% | |
5/15/2025 | TIG Advisors LLC | 5,275 | $428K | 0.0% | N/A | 0.008% | |
5/15/2025 | Flputnam Investment Management Co. | 22,361 | $1.81M | 0.0% | -44.3% | 0.035% | |
5/15/2025 | Calton & Associates Inc. | 5,662 | $459K | 0.1% | +3.2% | 0.009% | |
5/15/2025 | DAFNA Capital Management LLC | 404,505 | $32.81M | 9.3% | +1.8% | 0.642% | |
5/15/2025 | Titleist Asset Management LLC | 5,693 | $462K | 0.1% | -57.4% | 0.009% | |
5/15/2025 | Baird Financial Group Inc. | 50,691 | $4.11M | 0.0% | -23.8% | 0.080% | |
5/15/2025 | GKV Capital Management Co. Inc. | 1,902 | $154K | 0.0% | N/A | 0.003% | |