5/7/2024 | Arnhold LLC | 36,406 | $716K | 0.1% | +9.0% | 0.045% | |
5/7/2024 | Significant Wealth Partners LLC | 204,075 | $4.01M | 2.6% | +217.9% | 0.251% | |
5/7/2024 | Oppenheimer & Co. Inc. | 13,163 | $259K | 0.0% | -18.6% | 0.016% | |
5/7/2024 | SG Americas Securities LLC | 31,730 | $624K | 0.0% | N/A | 0.039% | |
5/6/2024 | LSV Asset Management | 949,962 | $18.68M | 0.0% | -14.6% | 1.167% | |
5/3/2024 | Catalina Capital Group LLC | 11,585 | $228K | 0.1% | -6.9% | 0.014% | |
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5/2/2024 | Mckinley Capital Management LLC | 163,205 | $3.21M | 0.4% | -2.1% | 0.207% | |
5/1/2024 | Janney Montgomery Scott LLC | 40,426 | $795K | 0.0% | -2.8% | 0.051% | |
4/30/2024 | Van ECK Associates Corp | 1,557,877 | $30.63M | 0.0% | +10.1% | 1.973% | |
4/30/2024 | Claret Asset Management Corp | 1,191,891 | $23.43M | 4.0% | +2.8% | 1.509% | |
4/29/2024 | Commonwealth Equity Services LLC | 111,475 | $2.19M | 0.0% | -0.9% | 0.141% | |
4/29/2024 | FAS Wealth Partners Inc. | 30,373 | $597K | 0.1% | -10.8% | 0.038% | |
4/29/2024 | Crescent Grove Advisors LLC | 26,900 | $529K | 0.1% | +39.1% | 0.034% | |
4/26/2024 | Pinnacle Associates Ltd. | 542,281 | $10.66M | 0.2% | -7.0% | 0.687% | |
4/26/2024 | Plan Group Financial LLC | 13,310 | $262K | 0.2% | N/A | 0.017% | |
4/25/2024 | Lindbrook Capital LLC | 672,489 | $13.22M | 1.2% | -12.1% | 0.852% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 7,220 | $142K | 0.1% | N/A | 0.009% | |
4/23/2024 | Stonegate Investment Group LLC | 11,471 | $226K | 0.0% | N/A | 0.015% | |
4/22/2024 | PFG Investments LLC | 18,577 | $365K | 0.0% | N/A | 0.024% | |
4/22/2024 | GraniteShares Advisors LLC | 82,244 | $1.62M | 0.9% | +14.6% | 0.104% | |
4/19/2024 | Accel Wealth Management | 14,554 | $286K | 0.1% | +21.8% | 0.018% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 176,261 | $3.47M | 0.0% | -23.6% | 0.223% | |
4/18/2024 | Financial Strategies Group Inc. | 10,113 | $197K | 0.1% | N/A | 0.013% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 239,268 | $4.70M | 0.0% | -20.0% | 0.303% | |
4/17/2024 | Trinity Financial Advisors LLC | 448,873 | $8.83M | 4.0% | -7.4% | 0.568% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 232,244 | $4.57M | 0.2% | +0.7% | 0.294% | |
4/15/2024 | Rezny Wealth Management Inc. | 258,852 | $5.09M | 1.5% | -2.0% | 0.328% | |
4/12/2024 | Triad Investment Management | 185,300 | $3.64M | 4.4% | +38.4% | 0.235% | |
4/12/2024 | Global Assets Advisory LLC | 14,703 | $289K | 0.0% | N/A | 0.019% | |
4/10/2024 | Melia Wealth LLC | 669,800 | $13.17M | 7.4% | N/A | 0.848% | |
4/1/2024 | Confluence Investment Management LLC | 37,532 | $738K | 0.0% | N/A | 0.048% | |
3/22/2024 | PNC Financial Services Group Inc. | 23,559 | $481K | 0.0% | -6.2% | 0.030% | |
2/26/2024 | Centaurus Financial Inc. | 12,320 | $252K | 0.0% | -30.8% | 0.016% | |
2/26/2024 | Integrated Advisors Network LLC | 20,235 | $413K | 0.0% | -3.8% | 0.026% | |
2/14/2024 | Greenwich Investment Management Inc. | 812,498 | $16.59M | 12.5% | -0.4% | 1.029% | |
2/14/2024 | Visionary Wealth Advisors | 88,816 | $1.81M | 0.1% | +3.2% | 0.112% | |
2/14/2024 | Muzinich & Co. Inc. | 240,733 | $4.92M | 3.3% | +10.1% | 0.305% | |
2/14/2024 | Partners Group Holding AG | 782,766 | $15.98M | 1.9% | -11.9% | 0.991% | |
2/14/2024 | TMD Wealth Management LLC | 240,836 | $4.92M | 1.3% | +11.9% | 0.305% | |
2/14/2024 | Waterloo Capital L.P. | 19,613 | $401K | 0.1% | N/A | 0.025% | |
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2/13/2024 | Gabelli Funds LLC | 163,220 | $3.33M | 0.0% | +2.8% | 0.207% | |
2/13/2024 | 1832 Asset Management L.P. | 71,992 | $1.47M | 0.0% | -87.0% | 0.091% | |
2/13/2024 | Cornerstone Advisory LLC | 68,125 | $1.34M | 0.2% | +7.4% | 0.086% | |
2/12/2024 | Condor Capital Management | 147,365 | $3.01M | 0.3% | +9.9% | 0.187% | |
2/12/2024 | Claret Asset Management Corp | 1,158,902 | $23.67M | 4.2% | +2.3% | 1.468% | |
2/12/2024 | Parallel Advisors LLC | 18,050 | $369K | 0.0% | +11.2% | 0.023% | |
2/12/2024 | Cape Investment Advisory Inc. | 1,915 | $39K | 0.0% | N/A | 0.002% | |
2/9/2024 | TCW Group Inc. | 78,040 | $1.59M | 0.0% | -38.0% | 0.099% | |
2/9/2024 | Aigen Investment Management LP | 23,630 | $483K | 0.1% | N/A | 0.030% | |
2/9/2024 | Wells Fargo & Company MN | 328,362 | $6.71M | 0.0% | +10.0% | 0.416% | |
2/9/2024 | UBS Group AG | 333,263 | $6.81M | 0.0% | -6.9% | 0.422% | |
2/9/2024 | PNC Financial Services Group Inc. | 23,559 | $481K | 0.0% | -6.2% | 0.030% | |
2/9/2024 | BI Asset Management Fondsmaeglerselskab A S | 68,167 | $1.39M | 0.0% | +3.2% | 0.086% | |
2/8/2024 | Brown Advisory Inc. | 55,520 | $1.13M | 0.0% | +19.5% | 0.070% | |
2/8/2024 | Independent Advisor Alliance | 182,386 | $3.72M | 0.1% | -1.3% | 0.231% | |
2/8/2024 | Texas Capital Bank Wealth Management Services Inc | 87,208 | $1.78M | 0.2% | -23.3% | 0.110% | |
2/8/2024 | Beacon Pointe Advisors LLC | 134,086 | $2.74M | 0.0% | +24.1% | 0.170% | |
2/8/2024 | Janney Montgomery Scott LLC | 41,597 | $849K | 0.0% | +5.5% | 0.053% | |
2/8/2024 | Nordwand Advisors LLC | 62,856 | $1.28M | 0.3% | +14.6% | 0.080% | |
2/6/2024 | Everpar Advisors LLC | 75,569 | $1.54M | 0.7% | N/A | 0.096% | |
2/6/2024 | Apollon Wealth Management LLC | 16,383 | $335K | 0.0% | +26.7% | 0.021% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 137,510 | $2.81M | 0.1% | +1.1% | 0.174% | |
2/6/2024 | LSV Asset Management | 1,112,333 | $22.71M | 0.0% | -2.2% | 1.409% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 11,000 | $225K | 0.0% | N/A | 0.014% | |
2/6/2024 | Trinity Financial Advisors LLC | 484,890 | $9.90M | 4.8% | +106.2% | 0.614% | |
2/5/2024 | Arnhold LLC | 33,406 | $682K | 0.1% | +9.9% | 0.042% | |
2/5/2024 | Van ECK Associates Corp | 1,415,358 | $28.90M | 0.1% | +10.8% | 1.793% | |
2/2/2024 | Truist Financial Corp | 19,360 | $395K | 0.0% | +10.0% | 0.025% | |
2/2/2024 | Atria Wealth Solutions Inc. | 29,177 | $596K | 0.0% | -17.4% | 0.037% | |
2/2/2024 | Bfsg LLC | 3,499 | $71K | 0.0% | N/A | 0.004% | |
2/2/2024 | Private Management Group Inc. | 821,960 | $16.78M | 0.6% | -0.8% | 1.041% | |
2/1/2024 | Significant Wealth Partners LLC | 64,194 | $1.31M | 1.0% | N/A | 0.081% | |
2/1/2024 | Carmel Capital Partners LLC | 79,779 | $1.63M | 0.8% | -16.3% | 0.101% | |
2/1/2024 | Lindbrook Capital LLC | 765,364 | $15.63M | 1.6% | -19.6% | 0.969% | |
1/31/2024 | abrdn plc | 40,299 | $823K | 0.0% | +40.0% | 0.051% | |
1/30/2024 | GraniteShares Advisors LLC | 71,772 | $1.47M | 1.3% | +0.7% | 0.091% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 222,888 | $4.55M | 0.2% | +2.6% | 0.282% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 230,790 | $4.71M | 0.0% | +8.2% | 0.292% | |
1/29/2024 | Aire Advisors LLC | 11,494 | $235K | 0.1% | N/A | 0.015% | |
1/29/2024 | MRP Capital Investments LLC | 19,733 | $403K | 0.4% | +3.2% | 0.025% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 298,996 | $6.11M | 0.0% | +0.9% | 0.379% | |
1/24/2024 | International Assets Investment Management LLC | 12,109 | $247K | 0.0% | +1,942.0% | 0.015% | |
1/23/2024 | FAS Wealth Partners Inc. | 34,059 | $695K | 0.1% | -3.8% | 0.043% | |
1/23/2024 | Black Swift Group LLC | 97,145 | $1.98M | 0.6% | -15.4% | 0.123% | |
1/22/2024 | Pallas Capital Advisors LLC | 57,819 | $1.18M | 0.1% | +187.1% | 0.073% | |
1/19/2024 | AdvisorNet Financial Inc | 5,100 | $104K | 0.0% | +21.4% | 0.006% | |
1/19/2024 | Mirador Capital Partners LP | 24,245 | $495K | 0.1% | N/A | 0.031% | |
1/19/2024 | Pinnacle Associates Ltd. | 583,395 | $11.91M | 0.2% | +0.7% | 0.739% | |
1/18/2024 | Accel Wealth Management | 11,952 | $244K | 0.1% | N/A | 0.015% | |
1/18/2024 | Bouchey Financial Group Ltd | 22,932 | $468K | 0.1% | N/A | 0.029% | |
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1/16/2024 | Raymond James & Associates | 53,064 | $1.08M | 0.0% | +12.5% | 0.067% | |
1/12/2024 | Mutual Advisors LLC | 30,629 | $625K | 0.0% | N/A | 0.040% | |
1/11/2024 | Epiq Partners LLC | 203,204 | $4.15M | 3.0% | +0.5% | 0.263% | |
1/10/2024 | Cornerstone Wealth Management LLC | 13,985 | $286K | 0.0% | +15.0% | 0.018% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 1,997 | $41K | 0.0% | N/A | 0.003% | |
12/11/2023 | Sunbelt Securities Inc. | 6,142 | $124K | 0.0% | -47.9% | 0.008% | |
11/16/2023 | Greenwich Investment Management Inc. | 815,871 | $16.42M | 13.0% | -6.5% | 1.058% | |
11/16/2023 | Integrated Advisors Network LLC | 21,035 | $423K | 0.0% | -36.1% | 0.027% | |
11/16/2023 | Belpointe Asset Management LLC | 21,494 | $432K | 0.0% | -6.3% | 0.028% | |
11/16/2023 | Advisors Capital Management LLC | 229,912 | $4.63M | 0.1% | N/A | 0.298% | |