4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 213,889 | $8.89M | 0.5% | -0.5% | 0.021% | |
4/26/2024 | Chicago Partners Investment Group LLC | 466,693 | $19.36M | 0.8% | +4.9% | 0.046% | |
4/25/2024 | Lindbrook Capital LLC | 38,919 | $1.62M | 0.2% | -3.8% | 0.004% | |
4/25/2024 | Kercheville Advisors LLC | 166,354 | $6.91M | 3.3% | -0.6% | 0.016% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 40,564 | $1.69M | 0.0% | -3.2% | 0.004% | |
4/24/2024 | Verity & Verity LLC | 3,381 | $141K | 0.0% | N/A | 0.000% | |
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4/24/2024 | Oak Family Advisors LLC | 5,388 | $224K | 0.1% | N/A | 0.001% | |
4/24/2024 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 1,307,122 | $54.32M | 4.5% | +9.2% | 0.129% | |
4/24/2024 | Simplicity Wealth LLC | 183,435 | $7.62M | 0.2% | N/A | 0.018% | |
4/23/2024 | BSW Wealth Partners | 5,376 | $223K | 0.0% | N/A | 0.001% | |
4/23/2024 | Rational Advisors LLC | 1,204 | $50K | 0.0% | -99.5% | 0.000% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 13,648 | $567K | 0.3% | +2.9% | 0.001% | |
4/23/2024 | Fifth Third Bancorp | 5,000 | $208K | 0.0% | -36.7% | 0.000% | |
4/23/2024 | Wesbanco Bank Inc. | 7,585 | $315K | 0.0% | N/A | 0.001% | |
4/23/2024 | Stablepoint Partners LLC | 7,523 | $313K | 0.1% | N/A | 0.001% | |
4/23/2024 | Strategic Blueprint LLC | 6,004 | $250K | 0.0% | -23.5% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 511,161 | $21.24M | 0.0% | +2.1% | 0.051% | |
4/22/2024 | Strategic Financial Concepts LLC | 18,549 | $771K | 0.2% | N/A | 0.002% | |
4/22/2024 | Parsons Capital Management Inc. RI | 5,327 | $221K | 0.0% | N/A | 0.001% | |
4/22/2024 | Raymond James & Associates | 374,834 | $15.58M | 0.0% | +2.0% | 0.037% | |
4/22/2024 | GraniteShares Advisors LLC | 46,267 | $1.92M | 1.0% | +14.6% | 0.005% | |
4/20/2024 | Maryland State Retirement & Pension System | 299,401 | $11.95M | 0.2% | +1.6% | 0.030% | |
4/19/2024 | Wealthstar Advisors LLC | 13,831 | $575K | 0.2% | -4.6% | 0.001% | |
4/19/2024 | Norden Group LLC | 8,577 | $356K | 0.0% | N/A | 0.001% | |
4/18/2024 | Claro Advisors LLC | 5,253 | $218K | 0.0% | -10.7% | 0.001% | |
4/18/2024 | HFG Advisors Inc. | 6,350 | $264K | 0.2% | N/A | 0.001% | |
4/17/2024 | Merrion Investment Management Co LLC | 12,300 | $511K | 0.4% | -3.7% | 0.001% | |
4/17/2024 | Griffin Asset Management Inc. | 12,860 | $534K | 0.1% | -15.5% | 0.001% | |
4/16/2024 | Register Financial Advisors LLC | 1,000 | $42K | 0.0% | N/A | 0.000% | |
4/16/2024 | Howard Financial Services LTD. | 20,437 | $849K | 0.1% | N/A | 0.002% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 67,102 | $2.79M | 0.0% | +296.2% | 0.007% | |
4/15/2024 | Brookstone Capital Management | 16,069 | $668K | 0.0% | +16.9% | 0.002% | |
4/15/2024 | CFM Wealth Partners LLC | 30,552 | $1.27M | 0.3% | +38.2% | 0.003% | |
4/15/2024 | Mcdonald Partners LLC | 16,941 | $704K | 0.2% | +1.5% | 0.002% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 9,575 | $398K | 0.1% | N/A | 0.001% | |
4/15/2024 | F&V Capital Management LLC | 7,750 | $322K | 0.1% | +32.5% | 0.001% | |
4/12/2024 | Doliver Advisors LP | 47,723 | $1.98M | 0.6% | -2.1% | 0.005% | |
4/12/2024 | Miller Howard Investments Inc. NY | 2,385,733 | $99.15M | 3.3% | +1.0% | 0.236% | |
4/12/2024 | Pacifica Partners Inc. | 1,000 | $41K | 0.0% | N/A | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 109,498 | $4.55M | 0.0% | N/A | 0.011% | |
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4/12/2024 | True North Advisors LLC | 8,877 | $369K | 0.1% | N/A | 0.001% | |
4/11/2024 | International Assets Investment Management LLC | 5,474 | $226K | 0.0% | -5.2% | 0.001% | |
4/11/2024 | Sanders Morris Harris LLC | 7,823 | $325K | 0.1% | N/A | 0.001% | |
4/9/2024 | Mather Group LLC. | 2,222 | $92K | 0.0% | N/A | 0.000% | |
4/5/2024 | Chickasaw Capital Management LLC | 5,409,380 | $224.81M | 10.7% | -4.4% | 0.535% | |
4/5/2024 | Compass Wealth Management LLC | 1,000 | $42K | 0.0% | -20.0% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 1,831,500 | $67.25M | 0.1% | N/A | 0.181% | |
3/22/2024 | PNC Financial Services Group Inc. | 106,241 | $3.90M | 0.0% | -10.0% | 0.011% | |
3/21/2024 | Addis & Hill Inc | 13,105 | $529K | 0.5% | N/A | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 111,989 | $4.11M | 0.1% | +0.5% | 0.011% | |
3/14/2024 | Hennessy Advisors Inc. | 152,949 | $5.62M | 0.3% | +7.0% | 0.015% | |
3/8/2024 | ICA Group Wealth Management LLC | 2,467 | $91K | 0.0% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 444,691 | $16.62M | 0.8% | +2.2% | 0.044% | |
2/16/2024 | Childress Capital Advisors LLC | 61,257 | $2.25M | 0.7% | -2.7% | 0.006% | |
2/16/2024 | DRW Securities LLC | 42,811 | $1.57M | 0.0% | N/A | 0.004% | |
2/15/2024 | Blackstone Inc. | 23,413,432 | $859.74M | 3.9% | -26.8% | 2.338% | |
2/15/2024 | Brave Warrior Advisors LLC | 17,000 | $624K | 0.0% | +41.7% | 0.002% | |
2/14/2024 | Pinnacle Holdings LLC | 82,244 | $3.02M | 1.2% | +4.7% | 0.008% | |
2/14/2024 | Avenir Corp | 197,067 | $7.24M | 0.6% | -1.8% | 0.020% | |
2/14/2024 | Alden Global Capital LLC | 16,291 | $598K | 0.2% | -71.1% | 0.002% | |
2/14/2024 | Tortoise Index Solutions LLC | 463,273 | $17.01M | 3.2% | +12.9% | 0.046% | |
2/14/2024 | Neuberger Berman Group LLC | 190,797 | $7.01M | 0.0% | +3.5% | 0.019% | |
2/14/2024 | Nomura Holdings Inc. | 1,831,500 | $67.25M | 0.2% | N/A | 0.183% | |
2/14/2024 | Evercore Wealth Management LLC | 112,781 | $4.14M | 0.1% | +0.6% | 0.011% | |
2/14/2024 | Basso Capital Management L.P. | 68,300 | $2.51M | 2.6% | +2.0% | 0.007% | |
2/14/2024 | Westwood Holdings Group Inc. | 1,793,525 | $65.86M | 0.6% | +19.4% | 0.179% | |
2/14/2024 | Waterloo Capital L.P. | 11,585 | $425K | 0.1% | N/A | 0.001% | |
2/13/2024 | Epoch Investment Partners Inc. | 1,307,187 | $48M | 0.2% | -4.6% | 0.131% | |
2/13/2024 | Stephens Inc. AR | 29,394 | $1.08M | 0.0% | -5.8% | 0.003% | |
2/13/2024 | Bollard Group LLC | 316,461 | $11.62M | 0.4% | +2.3% | 0.032% | |
2/13/2024 | Oppenheimer & Co. Inc. | 37,417 | $1.37M | 0.0% | +35.1% | 0.004% | |
2/13/2024 | CIBC Private Wealth Group LLC | 3,028,327 | $111.20M | 0.2% | +23.4% | 0.302% | |
2/13/2024 | Peapack Gladstone Financial Corp | 8,891 | $326K | 0.0% | +6.0% | 0.001% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 94,377 | $3.47M | 1.7% | -0.3% | 0.009% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 10,465 | $384K | 0.2% | +36.9% | 0.001% | |
2/12/2024 | Pingora Partners LLC | 34,123 | $1.25M | 1.1% | N/A | 0.003% | |
2/12/2024 | Legacy Advisors LLC | 7,205 | $265K | 0.0% | +18.6% | 0.001% | |
2/12/2024 | Allianz Asset Management GmbH | 637,100 | $23.39M | 0.0% | +170.6% | 0.064% | |
2/12/2024 | Stifel Financial Corp | 1,183,375 | $43.45M | 0.1% | +0.3% | 0.118% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 7,828 | $287K | 0.0% | -45.1% | 0.001% | |
2/12/2024 | Parallel Advisors LLC | 1,506 | $55K | 0.0% | -47.5% | 0.000% | |
2/10/2024 | Linscomb & Williams Inc. | 15,948 | $586K | 0.0% | +2.5% | 0.002% | |
2/9/2024 | Johnson Financial Group Inc. | 2,330 | $86K | 0.0% | -14.7% | 0.000% | |
2/9/2024 | Objectivity Squared LLC | 81,609 | $3.00M | 3.0% | N/A | 0.008% | |
2/9/2024 | Eagle Global Advisors LLC | 1,651,637 | $60.65M | 3.7% | +8.5% | 0.165% | |
2/9/2024 | Advisory Services Network LLC | 21,415 | $786K | 0.0% | +2.5% | 0.002% | |
2/9/2024 | Neuberger Berman Group LLC | 190,797 | $7.01M | 0.0% | +3.5% | 0.019% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 41,892 | $1.54M | 0.0% | +4.4% | 0.004% | |
2/9/2024 | Balboa Wealth Partners | 5,921 | $217K | 0.1% | N/A | 0.001% | |
2/9/2024 | Corient Private Wealth LLC | 34,107 | $1.25M | 0.0% | -29.2% | 0.003% | |
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2/9/2024 | Clearbridge Investments LLC | 4,999,259 | $183.57M | 0.2% | -1.0% | 0.499% | |
2/9/2024 | Wells Fargo & Company MN | 1,163,715 | $42.73M | 0.0% | +8.8% | 0.116% | |
2/9/2024 | UBS Group AG | 5,741,012 | $210.81M | 0.1% | -2.2% | 0.573% | |
2/9/2024 | PNC Financial Services Group Inc. | 106,241 | $3.90M | 0.0% | -10.0% | 0.011% | |
2/8/2024 | ING Groep NV | 2,740,500 | $100.63M | 0.8% | +21.2% | 0.274% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 17,741 | $651K | 0.1% | +3.8% | 0.002% | |
2/8/2024 | Mizuho Markets Americas LLC | 33,920 | $1.25M | 0.0% | -11.9% | 0.003% | |
2/8/2024 | Brown Advisory Inc. | 66,846 | $2.46M | 0.0% | +489.2% | 0.007% | |
2/8/2024 | Independent Advisor Alliance | 48,242 | $1.77M | 0.1% | +1.8% | 0.005% | |
2/8/2024 | Anthracite Investment Company Inc. | 30,000 | $1.10M | 0.6% | N/A | 0.003% | |