5/14/2024 | Cadence Bank | 67,528 | $3.45M | 0.3% | +41.2% | 0.047% | |
5/14/2024 | Advisors Asset Management Inc. | 5,958 | $304K | 0.0% | -5.0% | 0.004% | |
5/14/2024 | Axxcess Wealth Management LLC | 60,892 | $3.11M | 0.1% | +11.3% | 0.042% | |
5/14/2024 | CreativeOne Wealth LLC | 161,284 | $8.24M | 0.3% | +2.9% | 0.112% | |
5/14/2024 | Sax Wealth Advisors LLC | 76,493 | $3.91M | 0.5% | +5.6% | 0.053% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 91,016 | $4.65M | 0.5% | +4.0% | 0.063% | |
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5/11/2024 | Trustmark National Bank Trust Department | 633,800 | $32.36M | 2.6% | -8.2% | 0.441% | |
5/11/2024 | Beaumont Financial Advisors LLC | 4,924 | $251K | 0.0% | -5.7% | 0.003% | |
5/11/2024 | Edgestream Partners L.P. | 35,642 | $1.82M | 0.1% | +12.6% | 0.025% | |
5/10/2024 | Osaic Holdings Inc. | 678,629 | $34.65M | 0.1% | -28.4% | 0.473% | |
5/10/2024 | Towercrest Capital Management | 623,098 | $31.82M | 5.3% | +6.1% | 0.434% | |
5/10/2024 | ARK & TLK Investments LLC | 5,736 | $293K | 0.1% | -43.5% | 0.004% | |
5/10/2024 | Banco Santander S.A. | 89,609 | $4.58M | 0.1% | -15.0% | 0.062% | |
5/10/2024 | Wintrust Investments LLC | 96,717 | $4.94M | 0.4% | +23.7% | 0.067% | |
5/9/2024 | Orion Portfolio Solutions LLC | 39,812 | $2.03M | 0.0% | +20.9% | 0.028% | |
5/9/2024 | Midwest Professional Planners LTD. | 16,514 | $843K | 0.3% | +2.2% | 0.012% | |
5/9/2024 | Kingsview Wealth Management LLC | 79,742 | $4.07M | 0.1% | +13.3% | 0.056% | |
5/9/2024 | Fortis Capital Advisors LLC | 8,527 | $435K | 0.2% | N/A | 0.006% | |
5/9/2024 | New Insight Wealth Advisors | 13,413 | $685K | 0.4% | -35.0% | 0.009% | |
5/9/2024 | Koshinski Asset Management Inc. | 4,703 | $240K | 0.0% | N/A | 0.003% | |
5/8/2024 | Darden Wealth Group Inc | 69,528 | $3.55M | 2.8% | +26.3% | 0.048% | |
5/8/2024 | Avantax Advisory Services Inc. | 55,476 | $2.83M | 0.0% | -29.7% | 0.039% | |
5/8/2024 | US Bancorp DE | 237,115 | $12.11M | 0.0% | -3.6% | 0.165% | |
5/7/2024 | WNY Asset Management LLC | 21,329 | $1.09M | 0.2% | -5.0% | 0.015% | |
5/7/2024 | Significant Wealth Partners LLC | 14,959 | $764K | 0.5% | N/A | 0.010% | |
5/7/2024 | Atomi Financial Group Inc. | 58,083 | $2.97M | 0.3% | +68.2% | 0.040% | |
5/7/2024 | Smithfield Trust Co | 10,948 | $558K | 0.0% | -60.1% | 0.008% | |
5/7/2024 | NTV Asset Management LLC | 30,701 | $1.57M | 0.2% | +83.5% | 0.021% | |
5/7/2024 | Benedetti & Gucer Inc. | 12,440 | $635K | 0.3% | -15.7% | 0.009% | |
5/7/2024 | Oppenheimer & Co. Inc. | 133,606 | $6.82M | 0.1% | +1.0% | 0.093% | |
5/7/2024 | Insight Advisors LLC PA | 4,570 | $233K | 0.0% | -11.1% | 0.003% | |
5/7/2024 | Howard Wealth Management LLC | 5,659 | $289K | 0.2% | -11.4% | 0.004% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 65,471 | $3.34M | 0.0% | +10.7% | 0.046% | |
5/6/2024 | Advisory Services Network LLC | 82,579 | $4.22M | 0.1% | +5.4% | 0.058% | |
5/4/2024 | Geneos Wealth Management Inc. | 16,444 | $840K | 0.0% | -4.8% | 0.011% | |
5/4/2024 | DAVENPORT & Co LLC | 1,068,425 | $54.55M | 0.3% | +3.3% | 0.744% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 60,030 | $3.07M | 0.9% | -2.9% | 0.042% | |
5/4/2024 | Csenge Advisory Group | 30,701 | $1.57M | 0.1% | +7.9% | 0.021% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 23,101 | $1.18M | 0.6% | -3.0% | 0.016% | |
5/3/2024 | Embree Financial Group | 7,284 | $372K | 0.1% | -4.0% | 0.005% | |
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5/3/2024 | Avidian Wealth Solutions LLC | 22,646 | $1.16M | 0.1% | +7.0% | 0.016% | |
5/3/2024 | WealthTrust Asset Management LLC | 138,810 | $7.09M | 5.4% | +9.7% | 0.097% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 52,730 | $2.69M | 0.3% | +11.5% | 0.037% | |
5/3/2024 | Rehmann Capital Advisory Group | 4,180 | $213K | 0.0% | -41.0% | 0.003% | |
5/3/2024 | Proficio Capital Partners LLC | 142,285 | $7.27M | 0.8% | -10.4% | 0.099% | |
5/3/2024 | Central Pacific Bank Trust Division | 86,286 | $4.39M | 0.5% | N/A | 0.060% | |
5/3/2024 | Whittier Trust Co. | 4,555 | $233K | 0.0% | -78.2% | 0.003% | |
5/2/2024 | Financial Counselors Inc. | 24,833 | $1.27M | 0.0% | +514.7% | 0.017% | |
5/2/2024 | Haverford Trust Co | 1,186,233 | $60.57M | 0.6% | +5.3% | 0.826% | |
5/2/2024 | GSB Wealth Management LLC | 141,053 | $7.20M | 2.0% | +22.2% | 0.098% | |
5/2/2024 | Thompson Davis & CO. Inc. | 7,945 | $406K | 0.3% | -7.4% | 0.006% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 4,262 | $218K | 0.2% | -45.3% | 0.003% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 3,754 | $192K | 0.0% | -77.5% | 0.003% | |
5/2/2024 | Alliance Wealth Management Group | 230,934 | $11.79M | 3.4% | +7.8% | 0.161% | |
5/1/2024 | Paces Ferry Wealth Advisors LLC | 125,877 | $6.43M | 4.1% | +1.9% | 0.088% | |
5/1/2024 | 5th Street Advisors LLC | 82,759 | $4.23M | 2.4% | N/A | 0.058% | |
5/1/2024 | Janney Montgomery Scott LLC | 187,012 | $9.55M | 0.0% | -8.1% | 0.130% | |
5/1/2024 | BNP Paribas Financial Markets | 77,567 | $3.96M | 0.0% | +70.5% | 0.054% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,695 | $189K | 0.0% | +8.0% | 0.003% | |
5/1/2024 | Avior Wealth Management LLC | 83,505 | $4.26M | 0.2% | +163,635.3% | 0.058% | |
5/1/2024 | Retirement Group LLC | 22,731 | $1.16M | 0.4% | +1,051.5% | 0.016% | |
5/1/2024 | Sequoia Financial Advisors LLC | 6,771 | $346K | 0.0% | +12.5% | 0.005% | |
5/1/2024 | Diversify Advisory Services LLC | 11,408 | $580K | 0.0% | N/A | 0.008% | |
4/30/2024 | Private Advisor Group LLC | 116,422 | $5.95M | 0.0% | +4.3% | 0.081% | |
4/30/2024 | J.W. Cole Advisors Inc. | 18,544 | $947K | 0.0% | +29.3% | 0.013% | |
4/30/2024 | Astor Investment Management LLC | 28,161 | $1.44M | 0.6% | -59.6% | 0.020% | |
4/30/2024 | Hartline Investment Corp | 82,201 | $4.20M | 0.7% | +270.8% | 0.057% | |
4/30/2024 | SpiderRock Advisors LLC | 6,151 | $314K | 0.0% | N/A | 0.004% | |
4/30/2024 | Arkadios Wealth Advisors | 73,120 | $3.73M | 0.3% | -8.4% | 0.051% | |
4/30/2024 | Naples Global Advisors LLC | 5,280 | $270K | 0.0% | +3.9% | 0.004% | |
4/30/2024 | Perigon Wealth Management LLC | 34,984 | $1.79M | 0.1% | +73.7% | 0.024% | |
4/30/2024 | Independent Family Office LLC | 9,420 | $481K | 0.3% | -9.6% | 0.007% | |
4/30/2024 | Unionview LLC | 4,011 | $205K | 0.2% | -11.1% | 0.003% | |
4/29/2024 | Commonwealth Equity Services LLC | 341,705 | $17.45M | 0.0% | +1.8% | 0.238% | |
4/29/2024 | Principal Financial Group Inc. | 23,475 | $1.20M | 0.0% | -57.3% | 0.016% | |
4/29/2024 | ETF Store Inc. | 67,937 | $3.47M | 2.0% | +1.7% | 0.047% | |
4/29/2024 | Sierra Capital LLC | 135,644 | $6.93M | 0.9% | -5.6% | 0.094% | |
4/29/2024 | Union Savings Bank | 31,284 | $1.60M | 0.8% | -1.0% | 0.022% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 71,952 | $3.67M | 1.4% | +2.4% | 0.050% | |
4/26/2024 | Pinnacle Associates Ltd. | 14,810 | $756K | 0.0% | -35.3% | 0.010% | |
4/26/2024 | Northwest Bancshares Inc. | 8,814 | $450K | 0.1% | -7.4% | 0.006% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 5,362 | $274K | 0.1% | N/A | 0.004% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 3,548 | $181K | 0.1% | +152.2% | 0.002% | |
4/26/2024 | SlateStone Wealth LLC | 16,875 | $862K | 0.1% | +34.2% | 0.012% | |
4/26/2024 | Verdence Capital Advisors LLC | 66,363 | $3.39M | 0.3% | -11.7% | 0.046% | |
4/25/2024 | TRUE Private Wealth Advisors | 816,830 | $41.71M | 4.8% | +0.2% | 0.569% | |
4/25/2024 | Carmel Capital Partners LLC | 149,612 | $7.64M | 3.2% | +18.9% | 0.104% | |
4/25/2024 | Professional Financial Advisors LLC | 16,806 | $858K | 0.2% | -28.4% | 0.012% | |
4/25/2024 | Capital Investment Advisory Services LLC | 11,060 | $565K | 0.1% | +94.7% | 0.008% | |
4/25/2024 | Triumph Capital Management | 14,175 | $724K | 0.3% | -63.3% | 0.010% | |
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4/25/2024 | Klaas Financial Asset Advisors LLC | 14,762 | $754K | 0.2% | -4.8% | 0.010% | |
4/25/2024 | Summit Financial LLC | 25,309 | $1.29M | 0.1% | +17.0% | 0.018% | |
4/24/2024 | Leavell Investment Management Inc. | 36,648 | $1.87M | 0.1% | +18.7% | 0.026% | |
4/24/2024 | CENTRAL TRUST Co | 16,929 | $864K | 0.0% | +5.9% | 0.012% | |
4/24/2024 | Demars Financial Group LLC | 746,686 | $38.13M | 18.8% | -3.2% | 0.520% | |
4/24/2024 | Spire Wealth Management | 6,758 | $345K | 0.0% | -9.1% | 0.005% | |
4/23/2024 | Charter Oak Capital Management LLC | 10,262 | $524K | 0.1% | -29.4% | 0.007% | |
4/23/2024 | Global Retirement Partners LLC | 74,423 | $3.80M | 0.1% | -2.0% | 0.052% | |
4/23/2024 | TriaGen Wealth Management LLC | 17,356 | $886K | 0.4% | N/A | 0.012% | |
4/23/2024 | LaFleur & Godfrey LLC | 67,827 | $3.46M | 0.5% | -3.2% | 0.047% | |