5/13/2024 | O Shaughnessy Asset Management LLC | 4,883 | $408K | 0.0% | +26.8% | 0.002% | |
5/13/2024 | Rockport Wealth LLC | 3,390 | $283K | 0.1% | N/A | 0.001% | |
5/11/2024 | Lcnb Corp | 5,400 | $451K | 0.2% | -8.5% | 0.002% | |
5/11/2024 | Trustmark National Bank Trust Department | 25,392 | $2.12M | 0.2% | -18.9% | 0.009% | |
5/11/2024 | ESL Trust Services LLC | 614 | $51K | 0.0% | N/A | 0.000% | |
5/11/2024 | Orion Capital Management LLC | 3,464 | $290K | 0.2% | -55.9% | 0.001% | |
|
5/10/2024 | Osaic Holdings Inc. | 1,141,445 | $95.42M | 0.2% | -40.6% | 0.390% | |
5/10/2024 | TIAA Trust National Association | 10,158 | $849K | 0.0% | -3.5% | 0.003% | |
5/10/2024 | Vanguard Group Inc. | 20,570 | $1.72M | 0.0% | -6.3% | 0.007% | |
5/10/2024 | Banco Santander S.A. | 97,999 | $8.19M | 0.1% | +27.6% | 0.033% | |
5/10/2024 | Truepoint Inc. | 6,583 | $550K | 0.0% | +112.5% | 0.002% | |
5/10/2024 | Nwam LLC | 21,744 | $1.79M | 0.1% | -37.5% | 0.007% | |
5/9/2024 | Delos Wealth Advisors LLC | 18,488 | $1.55M | 1.7% | +10,839.6% | 0.006% | |
5/9/2024 | ProVise Management Group LLC | 10,644 | $890K | 0.1% | -25.9% | 0.004% | |
5/9/2024 | Orion Portfolio Solutions LLC | 72,445 | $6.06M | 0.1% | -27.8% | 0.025% | |
5/9/2024 | Kingsview Wealth Management LLC | 30,067 | $2.51M | 0.1% | -1.6% | 0.010% | |
5/9/2024 | Planning Directions Inc. | 6,150 | $514K | 0.4% | -2.5% | 0.002% | |
5/9/2024 | TBH Global Asset Management LLC | 19,226 | $1.61M | 0.3% | -22.3% | 0.007% | |
5/9/2024 | Koshinski Asset Management Inc. | 4,344 | $363K | 0.0% | -14.7% | 0.001% | |
5/8/2024 | Cozad Asset Management Inc. | 50,417 | $4.21M | 0.4% | -2.5% | 0.017% | |
5/8/2024 | Bell Investment Advisors Inc | 27,295 | $2.28M | 0.4% | -9.3% | 0.009% | |
5/8/2024 | MAI Capital Management | 326,465 | $27.29M | 0.3% | -0.6% | 0.111% | |
5/8/2024 | West Wealth Group LLC | 13,401 | $1.12M | 0.4% | -70.3% | 0.005% | |
5/8/2024 | Bleakley Financial Group LLC | 5,471 | $457K | 0.0% | -10.1% | 0.002% | |
5/8/2024 | Avantax Advisory Services Inc. | 246,439 | $20.60M | 0.2% | -15.2% | 0.084% | |
5/8/2024 | US Bancorp DE | 1,369,106 | $114.43M | 0.2% | -7.0% | 0.467% | |
5/8/2024 | QRG Capital Management Inc. | 3,482 | $291K | 0.0% | N/A | 0.001% | |
5/8/2024 | Trademark Financial Management LLC | 3,666 | $306K | 0.3% | -11.6% | 0.001% | |
5/8/2024 | New Republic Capital LLC | 5,892 | $492K | 0.3% | -7.2% | 0.002% | |
5/8/2024 | Inspire Advisors LLC | 53,705 | $4.49M | 0.6% | +1,554.0% | 0.018% | |
5/8/2024 | Thoroughbred Financial Services LLC | 15,582 | $1.30M | 0.1% | -6.2% | 0.005% | |
5/7/2024 | Verus Capital Partners LLC | 117,502 | $9.82M | 1.1% | -0.6% | 0.040% | |
5/7/2024 | Choate Investment Advisors | 68,947 | $5.76M | 0.2% | +396.3% | 0.024% | |
5/7/2024 | Sei Investments Co. | 1,306,193 | $109.17M | 0.2% | -53.4% | 0.446% | |
5/7/2024 | GW Henssler & Associates Ltd. | 10,850 | $907K | 0.1% | +1.3% | 0.004% | |
5/7/2024 | Stonebrook Private Inc. | 33,815 | $2.83M | 0.8% | -9.3% | 0.012% | |
5/7/2024 | Concurrent Investment Advisors LLC | 32,292 | $2.70M | 0.1% | -13.3% | 0.011% | |
5/7/2024 | Atomi Financial Group Inc. | 23,336 | $1.95M | 0.2% | -22.0% | 0.008% | |
5/7/2024 | WealthPLAN Partners LLC | 3,447 | $288K | 0.0% | -57.3% | 0.001% | |
5/7/2024 | Facet Wealth Inc. | 286,617 | $23.39M | 0.8% | +42.0% | 0.098% | |
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5/7/2024 | Bernardo Wealth Planning LLC | 29,626 | $2.48M | 0.7% | -3.2% | 0.010% | |
5/7/2024 | Shared Vision Wealth Group LLC | 4,024 | $336K | 0.2% | -61.4% | 0.001% | |
5/7/2024 | EQ LLC | 13,466 | $1.13M | 0.7% | -46.3% | 0.005% | |
5/7/2024 | Adaptive Financial Consulting LLC | 223,098 | $18.65M | 8.3% | +1.4% | 0.076% | |
5/7/2024 | LPF Advisors LLC | 6,117 | $511K | 0.5% | -7.6% | 0.002% | |
5/7/2024 | PFG Advisors | 18,296 | $1.53M | 0.1% | -7.7% | 0.006% | |
5/7/2024 | Wealthspire Advisors LLC | 6,080 | $508K | 0.0% | -5.7% | 0.002% | |
5/7/2024 | SG Americas Securities LLC | 57,256 | $4.79M | 0.0% | +292.2% | 0.020% | |
5/7/2024 | Houlihan Financial Resource Group Ltd. | 40,493 | $3.38M | 1.5% | -2.5% | 0.014% | |
5/7/2024 | Stokes Family Office LLC | 5,411 | $452K | 0.1% | -92.4% | 0.002% | |
5/6/2024 | Quantbot Technologies LP | 3,986 | $333K | 0.0% | -63.6% | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 355,089 | $29.68M | 0.1% | -59.8% | 0.121% | |
5/6/2024 | CFO4Life Group LLC | 13,247 | $1.11M | 0.2% | -4.3% | 0.005% | |
5/6/2024 | Custos Family Office LLC | 144,340 | $12.06M | 6.2% | +0.9% | 0.049% | |
5/6/2024 | MGB Wealth Management LLC | 26,572 | $2.22M | 0.9% | -1.7% | 0.009% | |
5/6/2024 | VitalStone Financial LLC | 30,521 | $2.55M | 1.9% | +30,118.8% | 0.010% | |
5/6/2024 | Advisory Services Network LLC | 43,977 | $3.68M | 0.1% | -15.9% | 0.015% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 4,660 | $389K | 0.3% | -27.1% | 0.002% | |
5/6/2024 | Advisory Alpha LLC | 10,648 | $890K | 0.0% | -1.7% | 0.004% | |
5/4/2024 | Geneos Wealth Management Inc. | 521,610 | $43.60M | 2.0% | +0.6% | 0.178% | |
5/4/2024 | Buck Wealth Strategies LLC | 5,908 | $494K | 0.2% | N/A | 0.002% | |
5/4/2024 | Csenge Advisory Group | 67,991 | $5.68M | 0.3% | -9.0% | 0.023% | |
5/4/2024 | Richardson Financial Services Inc. | 7,074 | $591K | 0.4% | -17.2% | 0.002% | |
5/3/2024 | Signaturefd LLC | 32,293 | $2.70M | 0.1% | -2.8% | 0.011% | |
5/3/2024 | FDx Advisors Inc. | 71,971 | $6.02M | 0.9% | -37.0% | 0.025% | |
5/3/2024 | Avidian Wealth Solutions LLC | 7,820 | $654K | 0.0% | -47.9% | 0.003% | |
5/3/2024 | Southern Capital Advisors LLC | 3,906 | $326K | 0.2% | -7.1% | 0.001% | |
5/3/2024 | TFB Advisors LLC | 3,833 | $308K | 0.1% | N/A | 0.001% | |
5/3/2024 | Rehmann Capital Advisory Group | 278,349 | $23.26M | 1.7% | -1.4% | 0.095% | |
5/3/2024 | Etfidea LLC | 9,796 | $819K | 0.3% | +109.2% | 0.003% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 17,931 | $1.50M | 0.6% | -2.7% | 0.006% | |
5/3/2024 | Liberty Wealth Management LLC | 16,715 | $1.39M | 0.3% | -57.6% | 0.006% | |
5/3/2024 | Absolute Capital Management LLC | 18,977 | $1.59M | 1.0% | -9.2% | 0.006% | |
5/3/2024 | Integrity Financial Corp WA | 3,193 | $267K | 0.2% | -20.8% | 0.001% | |
5/2/2024 | Mutual Advisors LLC | 57,356 | $4.79M | 0.2% | -10.2% | 0.020% | |
5/2/2024 | Diversified LLC | 29,334 | $2.45M | 0.3% | -5.4% | 0.010% | |
5/2/2024 | Smart Money Group LLC | 90,746 | $7.30M | 2.9% | -4.9% | 0.031% | |
5/2/2024 | Financial Counselors Inc. | 10,673 | $892K | 0.0% | -8.3% | 0.004% | |
5/2/2024 | Magnolia Capital Advisors LLC | 22,722 | $1.83M | 1.5% | -5.5% | 0.008% | |
5/2/2024 | Baron Silver Stevens Financial Advisors LLC | 229,656 | $19.20M | 3.7% | -2.1% | 0.078% | |
5/2/2024 | Daiwa Securities Group Inc. | 46,020 | $3.85M | 0.0% | -3.4% | 0.016% | |
5/2/2024 | Graypoint LLC | 5,275 | $441K | 0.0% | -25.2% | 0.002% | |
5/2/2024 | Haverford Trust Co | 68,360 | $5.71M | 0.1% | -1.3% | 0.023% | |
5/2/2024 | Consolidated Planning Corp | 22,198 | $1.86M | 0.3% | -2.4% | 0.008% | |
5/2/2024 | Horan Securities Inc. | 3,304 | $276K | 0.1% | +14.5% | 0.001% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 14,475 | $1.21M | 1.1% | -1.0% | 0.005% | |
5/2/2024 | Lincoln National Corp | 36,148 | $3.02M | 0.0% | -1.7% | 0.012% | |
5/2/2024 | Almanack Investment Partners LLC. | 21,633 | $1.81M | 0.3% | +6.0% | 0.007% | |
5/2/2024 | Mendel Money Management | 5,144 | $430K | 0.2% | -201.0% | 0.002% | |
5/2/2024 | Fidelis Capital Partners LLC | 43,949 | $3.67M | 0.6% | +215.3% | 0.015% | |
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5/2/2024 | Choreo LLC | 288,587 | $24.12M | 0.6% | +1.0% | 0.098% | |
5/2/2024 | Moloney Securities Asset Management LLC | 76,168 | $6.37M | 1.0% | +5.7% | 0.026% | |
5/2/2024 | Darrow Company Inc. | 148,860 | $12.44M | 8.1% | -4.7% | 0.051% | |
5/1/2024 | GLOBALT Investments LLC GA | 5,483 | $458K | 0.0% | -3.5% | 0.002% | |
5/1/2024 | StoneX Group Inc. | 10,724 | $896K | 0.1% | -4.6% | 0.004% | |
5/1/2024 | Connecticut Wealth Management LLC | 4,881 | $408K | 0.0% | N/A | 0.002% | |
5/1/2024 | Capstone Investment Advisors LLC | 860,729 | $71.94M | 0.3% | +38.4% | 0.294% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 16,198 | $1.35M | 0.3% | -6.4% | 0.006% | |
5/1/2024 | Janney Montgomery Scott LLC | 614,650 | $51.37M | 0.2% | -25.2% | 0.210% | |
5/1/2024 | BNP Paribas Financial Markets | 20,190 | $1.69M | 0.0% | +558.9% | 0.007% | |