4/29/2024 | Commonwealth Equity Services LLC | 125,542 | $2.21M | 0.0% | +4.6% | 0.018% | |
4/29/2024 | Crescent Grove Advisors LLC | 188,715 | $3.31M | 0.3% | +26.0% | 0.027% | |
4/29/2024 | PBMares Wealth Management LLC | 16,800 | $295K | 0.1% | +31.3% | 0.002% | |
4/26/2024 | UMB Bank n.a. | 41,818 | $734K | 0.0% | -38.6% | 0.006% | |
4/26/2024 | Chicago Partners Investment Group LLC | 208,582 | $3.77M | 0.2% | +1.5% | 0.030% | |
4/25/2024 | Lindbrook Capital LLC | 78,181 | $1.37M | 0.1% | -3.1% | 0.011% | |
|
4/24/2024 | Hartford Financial Management Inc. | 33,940 | $596K | 0.1% | -3.4% | 0.005% | |
4/23/2024 | Covenant Asset Management LLC | 22,036 | $387K | 0.1% | +3.7% | 0.003% | |
4/23/2024 | Stablepoint Partners LLC | 16,125 | $283K | 0.1% | N/A | 0.002% | |
4/23/2024 | Clarus Group Inc. | 69,515 | $1.22M | 0.9% | +1.0% | 0.010% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 354,978 | $6.23M | 0.0% | +1.7% | 0.051% | |
4/23/2024 | Prospect Financial Services LLC | 76,861 | $1.35M | 1.1% | -6.9% | 0.011% | |
4/22/2024 | PFG Investments LLC | 29,317 | $515K | 0.0% | N/A | 0.004% | |
4/22/2024 | Raymond James & Associates | 313,410 | $5.50M | 0.0% | +1.4% | 0.045% | |
4/22/2024 | GraniteShares Advisors LLC | 114,588 | $2.01M | 1.1% | +91.0% | 0.016% | |
4/20/2024 | Maryland State Retirement & Pension System | 389,300 | $6.66M | 0.1% | +1.6% | 0.056% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 183,767 | $3.23M | 0.1% | N/A | 0.026% | |
4/19/2024 | Wealthstar Advisors LLC | 33,326 | $585K | 0.2% | -5.0% | 0.005% | |
4/19/2024 | Financial Sense Advisors Inc. | 13,884 | $244K | 0.1% | +29.9% | 0.002% | |
4/19/2024 | Norden Group LLC | 19,242 | $338K | 0.0% | N/A | 0.003% | |
4/18/2024 | Aviance Capital Partners LLC | 149,671 | $2.63M | 0.4% | +3.1% | 0.021% | |
4/16/2024 | Hennessy Advisors Inc. | 416,426 | $7.31M | 0.3% | +5.0% | 0.059% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 32,086 | $563K | 0.0% | -12.9% | 0.005% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,600 | $28K | 0.0% | N/A | 0.000% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 22,876 | $402K | 0.1% | N/A | 0.003% | |
4/15/2024 | F&V Capital Management LLC | 22,000 | $386K | 0.1% | +12.2% | 0.003% | |
4/12/2024 | Miller Howard Investments Inc. NY | 2,499,924 | $43.90M | 1.4% | +4.2% | 0.357% | |
4/9/2024 | Mather Group LLC. | 4,315 | $76K | 0.0% | N/A | 0.001% | |
4/8/2024 | Walnut Private Equity Partners LLC | 400,000 | $7.02M | 4.5% | +2.6% | 0.057% | |
4/5/2024 | Chickasaw Capital Management LLC | 4,131,239 | $72.55M | 3.5% | -8.2% | 0.589% | |
3/27/2024 | Nomura Holdings Inc. | 650,000 | $9.85M | 0.0% | -11.0% | 0.093% | |
3/22/2024 | PNC Financial Services Group Inc. | 201,893 | $3.06M | 0.0% | +1.3% | 0.029% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 143,536 | $2.18M | 0.1% | -13.6% | 0.020% | |
3/14/2024 | Hennessy Advisors Inc. | 396,426 | $6.01M | 0.3% | -78.8% | 0.057% | |
3/13/2024 | MONECO Advisors LLC | 66,526 | $1.01M | 0.2% | N/A | 0.009% | |
3/5/2024 | Fisher Asset Management LLC | 10,919 | $165K | 0.0% | N/A | 0.002% | |
3/4/2024 | Tucker Asset Management LLC | 5,315 | $81K | 0.0% | N/A | 0.001% | |
2/29/2024 | Scarborough Advisors LLC | 3,010 | $46K | 0.0% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 205,505 | $3.24M | 0.1% | -0.6% | 0.029% | |
2/20/2024 | Prospect Financial Services LLC | 82,558 | $1.25M | 1.3% | N/A | 0.012% | |
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2/16/2024 | Bluefin Capital Management LLC | 24,100 | $364K | 0.0% | +136.3% | 0.003% | |
2/16/2024 | DRW Securities LLC | 109,668 | $1.66M | 0.0% | N/A | 0.016% | |
2/15/2024 | Fort Sheridan Advisors LLC | 102,571 | $1.55M | 0.3% | +10.3% | 0.015% | |
2/15/2024 | Blackstone Inc. | 23,220,091 | $351.78M | 1.6% | -4.3% | 3.312% | |
2/15/2024 | Cohen & Steers Inc. | 1,264,432 | $19.16M | 0.0% | -21.4% | 0.180% | |
2/14/2024 | Pinnacle Holdings LLC | 5,612 | $85K | 0.0% | -12.5% | 0.001% | |
2/14/2024 | Tortoise Index Solutions LLC | 602,376 | $9.13M | 1.7% | +13.3% | 0.086% | |
2/14/2024 | Icon Wealth Advisors LLC | 112,588 | $1.71M | 0.2% | N/A | 0.016% | |
2/14/2024 | Nomura Holdings Inc. | 650,000 | $9.85M | 0.0% | -11.0% | 0.093% | |
2/14/2024 | Westwood Holdings Group Inc. | 1,921,954 | $29.12M | 0.2% | -0.4% | 0.274% | |
2/13/2024 | Stephens Inc. AR | 103,474 | $1.57M | 0.0% | -3.5% | 0.015% | |
2/13/2024 | Bollard Group LLC | 952,395 | $14.43M | 0.5% | +1.7% | 0.136% | |
2/13/2024 | Tower Research Capital LLC TRC | 3,403 | $52K | 0.0% | -85.9% | 0.000% | |
2/13/2024 | CIBC Private Wealth Group LLC | 3,506,932 | $53.13M | 0.1% | -4.2% | 0.500% | |
2/13/2024 | CWA Asset Management Group LLC | 450,640 | $6.83M | 0.5% | +3.9% | 0.064% | |
2/12/2024 | Pingora Partners LLC | 13,233 | $200K | 0.2% | N/A | 0.002% | |
2/12/2024 | Allianz Asset Management GmbH | 403,400 | $6.11M | 0.0% | N/A | 0.058% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 41,520 | $629K | 0.0% | -3.7% | 0.006% | |
2/9/2024 | Eagle Global Advisors LLC | 3,931,137 | $59.56M | 3.6% | +1.8% | 0.561% | |
2/9/2024 | Congress Wealth Management LLC DE | 11,311 | $171K | 0.0% | -43.0% | 0.002% | |
2/9/2024 | US Bancorp DE | 120,354 | $1.82M | 0.0% | -2.3% | 0.017% | |
2/9/2024 | King Luther Capital Management Corp | 13,905 | $211K | 0.0% | -22.3% | 0.002% | |
2/9/2024 | Corient Private Wealth LLC | 378,916 | $5.74M | 0.0% | +2.6% | 0.054% | |
2/9/2024 | Clearbridge Investments LLC | 6,704,150 | $101.57M | 0.1% | -2.1% | 0.956% | |
2/9/2024 | Wells Fargo & Company MN | 2,594,254 | $39.30M | 0.0% | +6.2% | 0.370% | |
2/9/2024 | UBS Group AG | 8,556,465 | $129.63M | 0.0% | +89.3% | 1.221% | |
2/9/2024 | PNC Financial Services Group Inc. | 201,893 | $3.06M | 0.0% | +1.3% | 0.029% | |
2/8/2024 | ING Groep NV | 3,100,600 | $47.01M | 0.4% | +1.9% | 0.442% | |
2/8/2024 | Oxbow Advisors LLC | 110,818 | $1.68M | 0.3% | -1.5% | 0.016% | |
2/8/2024 | Beacon Pointe Advisors LLC | 83,653 | $1.27M | 0.0% | +82.5% | 0.012% | |
2/8/2024 | Janney Montgomery Scott LLC | 75,924 | $1.15M | 0.0% | -17.5% | 0.011% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,987 | $197K | 0.0% | +27.4% | 0.002% | |
2/7/2024 | Jump Financial LLC | 56,900 | $862K | 0.0% | -41.1% | 0.008% | |
2/7/2024 | BNP Paribas Financial Markets | 1,076,956 | $16.32M | 0.0% | -55.0% | 0.154% | |
2/7/2024 | Donoghue Forlines LLC | 33,398 | $506K | 0.2% | -2.1% | 0.005% | |
2/7/2024 | Principal Securities Inc. | 9,136 | $138K | 0.0% | N/A | 0.001% | |
2/7/2024 | Wealthspire Advisors LLC | 93,750 | $1.42M | 0.0% | -15.5% | 0.013% | |
2/7/2024 | Kayne Anderson Capital Advisors LP | 9,297,382 | $140.86M | 4.4% | -2.1% | 1.326% | |
2/6/2024 | Cullen Frost Bankers Inc. | 32,062 | $486K | 0.0% | -21.1% | 0.005% | |
2/6/2024 | Aviance Capital Partners LLC | 145,145 | $2.20M | 0.5% | -4.4% | 0.021% | |
2/6/2024 | Apollon Wealth Management LLC | 28,277 | $428K | 0.0% | -2.8% | 0.004% | |
2/6/2024 | Maryland State Retirement & Pension System | 383,138 | $5.81M | 0.1% | +1.7% | 0.055% | |
2/6/2024 | Private Advisor Group LLC | 105,916 | $1.61M | 0.0% | +1.8% | 0.015% | |
2/6/2024 | Spire Wealth Management | 18,082 | $282K | 0.0% | +9.6% | 0.003% | |
2/6/2024 | TCG Advisory Services LLC | 19,922 | $302K | 0.0% | +16.1% | 0.003% | |
2/6/2024 | First National Trust Co | 11,277 | $171K | 0.0% | +10.1% | 0.002% | |
2/6/2024 | Axxcess Wealth Management LLC | 34,910 | $529K | 0.0% | +3.5% | 0.005% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 234,728 | $3.56M | 0.1% | -16.8% | 0.033% | |
2/6/2024 | Fisher Asset Management LLC | 10,919 | $165K | 0.0% | N/A | 0.002% | |
2/5/2024 | MONECO Advisors LLC | 66,526 | $1.01M | 0.2% | N/A | 0.009% | |
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2/5/2024 | WealthTrust Axiom LLC | 13,250 | $201K | 0.1% | -13.1% | 0.002% | |
2/5/2024 | Duff & Phelps Investment Management Co. | 2,589,900 | $39.24M | 0.5% | -7.2% | 0.369% | |
2/5/2024 | Van ECK Associates Corp | 126,951 | $1.92M | 0.0% | +86.7% | 0.018% | |
2/5/2024 | Investment House LLC | 15,294 | $232K | 0.0% | -41.7% | 0.002% | |
2/5/2024 | Choreo LLC | 14,508 | $220K | 0.0% | N/A | 0.002% | |
2/2/2024 | Truist Financial Corp | 48,996 | $742K | 0.0% | -14.3% | 0.007% | |
2/2/2024 | Jackson Hole Capital Partners LLC | 60,521 | $917K | 0.2% | -1.6% | 0.009% | |
2/2/2024 | Atria Wealth Solutions Inc. | 73,997 | $1.12M | 0.0% | -11.9% | 0.011% | |
2/1/2024 | Jennison Associates LLC | 388,846 | $5.89M | 0.0% | -1.0% | 0.055% | |
2/1/2024 | Lindbrook Capital LLC | 80,662 | $1.22M | 0.1% | +112.5% | 0.012% | |