5/1/2024 | Blue Trust Inc. | 24,992 | $1.59M | 0.0% | +5.6% | 0.171% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 175,711 | $11.17M | 0.0% | N/A | 1.205% | |
4/30/2024 | Commonwealth Equity Services LLC | 21,918 | $1.39M | 0.0% | +5.0% | 0.150% | |
4/24/2024 | 1900 Wealth Management LLC | 4,765 | $303K | 0.0% | +26.6% | 0.033% | |
4/24/2024 | Essex Financial Services Inc. | 11,957 | $760K | 0.1% | -6.1% | 0.082% | |
4/16/2024 | Howard Financial Services LTD. | 25,745 | $1.63M | 0.3% | +0.7% | 0.177% | |
|
4/10/2024 | American National Bank | 36,185 | $2.30M | 0.3% | +0.6% | 0.248% | |
3/1/2024 | Creekmur Asset Management LLC | 2,173 | $147K | 0.0% | N/A | 0.015% | |
2/16/2024 | Burford Brothers Inc. | 10,000 | $677K | 0.5% | N/A | 0.069% | |
2/13/2024 | Holderness Investments Co. | 6,000 | $406K | 0.1% | N/A | 0.041% | |
2/13/2024 | Peapack Gladstone Financial Corp | 22,482 | $1.53M | 0.0% | -3.0% | 0.154% | |
2/9/2024 | King Luther Capital Management Corp | 150,107 | $10.19M | 0.0% | -0.3% | 1.030% | |
2/8/2024 | Beacon Pointe Advisors LLC | 198,490 | $13.44M | 0.2% | +2.8% | 1.361% | |
2/6/2024 | Fielder Capital Group LLC | 11,733 | $796K | 0.5% | N/A | 0.080% | |
2/6/2024 | TCG Advisory Services LLC | 4,370 | $296K | 0.0% | N/A | 0.030% | |
2/6/2024 | Essex Financial Services Inc. | 12,736 | $864K | 0.1% | +12.6% | 0.087% | |
2/5/2024 | Islay Capital Management LLC | 3,500 | $237K | 0.2% | +16.7% | 0.024% | |
2/2/2024 | Atria Wealth Solutions Inc. | 4,115 | $279K | 0.0% | -20.4% | 0.028% | |
2/1/2024 | 1900 Wealth Management LLC | 3,765 | $255K | 0.0% | -25.0% | 0.026% | |
2/1/2024 | Significant Wealth Partners LLC | 39,090 | $2.65M | 1.9% | N/A | 0.268% | |
1/31/2024 | Mraz Amerine & Associates Inc. | 28,312 | $1.92M | 0.4% | -1.6% | 0.194% | |
1/30/2024 | Tyche Wealth Partners LLC | 5,083 | $345K | 0.1% | N/A | 0.035% | |
1/29/2024 | Koshinski Asset Management Inc. | 33,085 | $2.24M | 0.3% | +39.1% | 0.227% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,615 | $110K | 0.0% | -13.4% | 0.011% | |
1/18/2024 | Chilton Capital Management LLC | 49,772 | $3.37M | 0.2% | -0.4% | 0.341% | |
1/16/2024 | Raymond James & Associates | 25,837 | $1.75M | 0.0% | -2.4% | 0.177% | |
11/13/2023 | Bramshill Investments LLC | 19,594 | $1.29M | 0.2% | -9.7% | 0.134% | |
11/13/2023 | Mraz Amerine & Associates Inc. | 28,762 | $1.89M | 0.4% | -1.0% | 0.197% | |
11/9/2023 | Navellier & Associates Inc. | 6,532 | $430K | 0.1% | -37.5% | 0.045% | |
11/8/2023 | HighTower Advisors LLC | 9,947 | $654K | 0.0% | +40.9% | 0.068% | |
11/8/2023 | Pathstone Family Office LLC | 3,617 | $238K | 0.0% | N/A | 0.025% | |
11/8/2023 | Atria Wealth Solutions Inc. | 5,167 | $340K | 0.0% | +23.5% | 0.035% | |
11/8/2023 | Argent Trust Co | 4,977 | $328K | 0.0% | -6.4% | 0.034% | |
11/8/2023 | Moors & Cabot Inc. | 10,967 | $723K | 0.0% | +2.8% | 0.075% | |
11/7/2023 | Virtus ETF Advisers LLC | 3,031 | $200K | 0.1% | -5.3% | 0.021% | |
11/7/2023 | Quantbot Technologies LP | 665 | $44K | 0.0% | -81.6% | 0.005% | |
10/24/2023 | Raymond James & Associates | 26,478 | $1.75M | 0.0% | -1.5% | 0.182% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 8,732 | $575K | 0.0% | +2.3% | 0.060% | |
10/23/2023 | Commonwealth Equity Services LLC | 18,943 | $1.25M | 0.0% | +3.2% | 0.130% | |
10/18/2023 | Koshinski Asset Management Inc. | 23,780 | $1.56M | 0.2% | +8.3% | 0.163% | |
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10/16/2023 | Capital Investment Advisors LLC | 14,070 | $925K | 0.0% | -3.6% | 0.097% | |
10/11/2023 | Adviser Investments LLC | 10,209 | $673K | 0.0% | N/A | 0.070% | |
10/11/2023 | Greylin Investment Management Inc | 9,100 | $598K | 0.1% | N/A | 0.062% | |
8/21/2023 | BOKF NA | 25,000 | $1.65M | 0.0% | -2.9% | 0.171% | |
8/15/2023 | Beacon Pointe Advisors LLC | 145,069 | $9.55M | 0.2% | +453.4% | 0.995% | |
8/15/2023 | Chilton Investment Co. Inc. | 9,067 | $598K | 0.0% | N/A | 0.062% | |
8/14/2023 | Perritt Capital Management Inc. | 2,600 | $171K | 0.1% | -6.5% | 0.018% | |
8/14/2023 | Chilton Capital Management LLC | 51,224 | $3.37M | 0.2% | +0.9% | 0.351% | |
8/14/2023 | Horizon Kinetics Asset Management LLC | 42,311 | $2.79M | 0.1% | +20.3% | 0.290% | |
8/10/2023 | Moors & Cabot Inc. | 10,672 | $704K | 0.0% | +7.9% | 0.073% | |
8/9/2023 | Veritable L.P. | 3,617 | $239K | 0.0% | N/A | 0.025% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 7,545 | $498K | 0.0% | -35.7% | 0.052% | |
8/9/2023 | Essex Financial Services Inc. | 11,460 | $756K | 0.1% | -72.9% | 0.079% | |
8/8/2023 | Kovitz Investment Group Partners LLC | 7,032 | $463K | 0.0% | N/A | 0.048% | |
8/8/2023 | Prospera Financial Services Inc | 18,122 | $1.20M | 0.0% | +10.9% | 0.124% | |
8/7/2023 | Royce & Associates LP | 42,848 | $2.83M | 0.0% | -10.1% | 0.294% | |
8/4/2023 | Custos Family Office LLC | 5,564 | $367K | 0.2% | -36.8% | 0.038% | |
8/4/2023 | Oxbow Advisors LLC | 18,661 | $1.23M | 0.2% | +7.7% | 0.128% | |
8/3/2023 | Atria Wealth Solutions Inc. | 4,184 | $276K | 0.0% | +64.9% | 0.029% | |
8/3/2023 | Advisors Capital Management LLC | 3,450 | $227K | 0.0% | -9.2% | 0.024% | |
8/1/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 6,116 | $403K | 0.0% | +325.6% | 0.042% | |
7/31/2023 | LPL Financial LLC | 18,494 | $1.22M | 0.0% | +4.7% | 0.127% | |
7/28/2023 | Koshinski Asset Management Inc. | 21,961 | $1.45M | 0.2% | N/A | 0.151% | |
7/27/2023 | Virtu Financial LLC | 4,533 | $299K | 0.0% | N/A | 0.031% | |
7/14/2023 | Ronald Blue Trust Inc. | 23,665 | $1.70M | 0.0% | -60.4% | 0.162% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,533 | $563K | 0.0% | +14.1% | 0.059% | |
6/16/2023 | DGS Capital Management LLC | 3,199 | $230K | 0.1% | -9.6% | 0.022% | |
5/23/2023 | Royce & Associates LP | 47,648 | $3.42M | 0.0% | -10.0% | 0.327% | |
5/12/2023 | Perritt Capital Management Inc. | 2,781 | $200K | 0.1% | -7.0% | 0.019% | |
5/12/2023 | Argent Trust Co | 5,315 | $382K | 0.0% | +18.5% | 0.036% | |
5/11/2023 | Bramshill Investments LLC | 22,125 | $1.59M | 0.2% | +1.7% | 0.152% | |
5/11/2023 | BOKF NA | 25,736 | $1.85M | 0.0% | +2.9% | 0.177% | |
5/11/2023 | Tucker Asset Management LLC | 1,000 | $72K | 0.0% | N/A | 0.007% | |
5/11/2023 | Envestnet Asset Management Inc. | 9,378 | $675K | 0.0% | -29.0% | 0.064% | |
5/11/2023 | Fayez Sarofim & Co | 260,298 | $18.69M | 0.1% | +29.1% | 1.785% | |
5/10/2023 | Custos Family Office LLC | 8,809 | $633K | 0.4% | N/A | 0.060% | |
5/10/2023 | Disciplined Investments LLC | 3,545 | $255K | 0.1% | +209.3% | 0.024% | |
5/9/2023 | Tower Research Capital LLC TRC | 2,569 | $184K | 0.0% | N/A | 0.018% | |
5/8/2023 | Brown Advisory Inc. | 9,000 | $646K | 0.0% | +22.4% | 0.062% | |
5/5/2023 | Capital Analysts LLC | 40,169 | $2.88M | 0.2% | +58.2% | 0.276% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 175,711 | $12.62M | 0.0% | -42.6% | 1.205% | |
5/4/2023 | Royce & Associates LP | 47,648 | $3.42M | 0.0% | -10.0% | 0.327% | |
5/2/2023 | SkyOak Wealth LLC | 2,902 | $208K | 0.1% | +8.9% | 0.020% | |
5/2/2023 | Venturi Wealth Management LLC | 399 | $29K | 0.0% | N/A | 0.003% | |
4/28/2023 | U S Global Investors Inc. | 20,000 | $1.44M | 0.1% | -24.5% | 0.137% | |
4/28/2023 | Ameritas Advisory Services LLC | 1,240 | $90K | 0.0% | -48.4% | 0.009% | |
4/26/2023 | Oxbow Advisors LLC | 17,319 | $1.25M | 0.2% | +8.7% | 0.119% | |
4/24/2023 | TCG Advisory Services LLC | 2,880 | $207K | 0.0% | N/A | 0.020% | |
4/21/2023 | PFG Advisors | 14,796 | $1.07M | 0.1% | N/A | 0.101% | |
4/20/2023 | Mraz Amerine & Associates Inc. | 28,862 | $2.08M | 0.5% | +2.1% | 0.198% | |
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4/17/2023 | Ronald Blue Trust Inc. | 59,831 | $5.11M | 0.1% | +147.2% | 0.410% | |
4/14/2023 | Raymond James & Associates | 26,933 | $1.93M | 0.0% | +13.0% | 0.185% | |
4/12/2023 | Transcend Capital Advisors LLC | 14,480 | $1.04M | 0.1% | N/A | 0.099% | |
4/7/2023 | Greylin Investment Management Inc | 9,100 | $655K | 0.1% | N/A | 0.062% | |
2/21/2023 | DGS Capital Management LLC | 3,540 | $302K | 0.2% | +12.9% | 0.024% | |
2/15/2023 | Fairfield Bush & CO. | 6,128 | $523K | 0.3% | -2.0% | 0.042% | |
2/14/2023 | Chilton Capital Management LLC | 50,108 | $4.27M | 0.3% | +2.6% | 0.344% | |
2/14/2023 | Dorsey Wright & Associates | 432 | $37K | 0.0% | N/A | 0.003% | |
2/13/2023 | GSA Capital Partners LLP | 10,333 | $883K | 0.1% | +157.9% | 0.071% | |
2/13/2023 | Fayez Sarofim & Co | 201,598 | $17.23M | 0.1% | -0.6% | 1.383% | |