5/15/2024 | Kestra Advisory Services LLC | 491,350 | $83.22M | 0.6% | +6.1% | 0.147% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 20,950 | $3.55M | 0.1% | +81.4% | 0.006% | |
5/15/2024 | LRI Investments LLC | 475 | $79K | 0.0% | N/A | 0.000% | |
5/15/2024 | Envoi LLC | 3,270 | $554K | 1.3% | N/A | 0.001% | |
5/14/2024 | Westwood Holdings Group Inc. | 871,278 | $147.57M | 1.2% | +347.9% | 0.260% | |
5/14/2024 | JT Stratford LLC | 9,135 | $1.55M | 0.3% | -17.0% | 0.003% | |
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5/14/2024 | Napean Trading & Investment Co Singapore PTE Ltd | 99,192 | $16.80M | 4.1% | -15.5% | 0.030% | |
5/14/2024 | Axxcess Wealth Management LLC | 59,238 | $10.03M | 0.3% | +14.9% | 0.018% | |
5/14/2024 | EP Wealth Advisors LLC | 42,878 | $7.26M | 0.1% | +24.6% | 0.013% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 6,269 | $1.06M | 0.5% | +271.4% | 0.002% | |
5/14/2024 | CreativeOne Wealth LLC | 14,604 | $2.47M | 0.1% | +48.9% | 0.004% | |
5/14/2024 | Northwest Wealth Management LLC | 5,304 | $898K | 0.2% | -9.7% | 0.002% | |
5/14/2024 | Evermay Wealth Management LLC | 8,440 | $1.43M | 0.2% | +14.3% | 0.003% | |
5/14/2024 | InterOcean Capital Group LLC | 382,033 | $64.71M | 1.5% | +12.1% | 0.114% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 852,000 | $144.30M | 0.5% | +113.0% | 0.254% | |
5/14/2024 | Vaughan David Investments LLC IL | 101,665 | $17.22M | 0.4% | +3.1% | 0.030% | |
5/14/2024 | National Bank of Canada FI | 221,979 | $36.86M | 0.1% | +61.4% | 0.066% | |
5/13/2024 | Bessemer Group Inc. | 72,102 | $12.21M | 0.0% | +315.5% | 0.022% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 221,458 | $37.51M | 12.9% | N/A | 0.066% | |
5/13/2024 | Capitolis Liquid Global Markets LLC | 250,000 | $42.34M | 0.7% | N/A | 0.075% | |
5/13/2024 | Basso Capital Management L.P. | 54,733 | $9.27M | 8.7% | +27.8% | 0.016% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 15,622 | $2.65M | 0.0% | +18.3% | 0.005% | |
5/11/2024 | Brogan Financial Inc. | 1,720 | $291K | 0.2% | -19.5% | 0.001% | |
5/11/2024 | Lcnb Corp | 46,608 | $7.89M | 2.9% | +4.1% | 0.014% | |
5/11/2024 | Davis R M Inc. | 11,439 | $1.94M | 0.0% | -14.2% | 0.003% | |
5/11/2024 | Resurgent Financial Advisors LLC | 4,895 | $829K | 0.4% | +70.0% | 0.001% | |
5/11/2024 | Peak Asset Management LLC | 84,208 | $14.26M | 2.8% | +21.1% | 0.025% | |
5/11/2024 | Exencial Wealth Advisors LLC | 178,214 | $30.18M | 1.1% | +0.1% | 0.053% | |
5/11/2024 | Orion Capital Management LLC | 25,450 | $4.31M | 2.3% | +1.8% | 0.008% | |
5/11/2024 | Capital Wealth Alliance LLC | 2,547 | $431K | 0.3% | -48.1% | 0.001% | |
5/11/2024 | Ironwood Investment Counsel LLC | 1,585 | $269K | 0.0% | N/A | 0.000% | |
5/11/2024 | Catalytic Wealth RIA LLC | 42,292 | $7.16M | 1.4% | +2.9% | 0.013% | |
5/11/2024 | Jacobi Capital Management LLC | 18,638 | $3.16M | 0.3% | +16.2% | 0.006% | |
5/11/2024 | Mark Sheptoff Financial Planning LLC | 10,299 | $1.74M | 1.0% | +2,188.7% | 0.003% | |
5/11/2024 | Edgestream Partners L.P. | 2,888 | $489K | 0.0% | -64.2% | 0.001% | |
5/11/2024 | Cercano Management LLC | 390,945 | $66.21M | 1.8% | N/A | 0.117% | |
5/11/2024 | Patten & Patten Inc. TN | 14,779 | $2.50M | 0.2% | +9.4% | 0.004% | |
5/10/2024 | Osaic Holdings Inc. | 1,018,668 | $172.30M | 0.4% | -8.2% | 0.304% | |
5/10/2024 | TIAA Trust National Association | 11,809 | $2M | 0.0% | +16.8% | 0.004% | |
5/10/2024 | Viawealth LLC | 20,033 | $3.39M | 2.1% | +39.4% | 0.006% | |
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5/10/2024 | JPMorgan Chase & Co. | 7,094,524 | $1.20B | 0.1% | +48.9% | 2.118% | |
5/10/2024 | Ciovacco Capital Management LLC | 20,733 | $3.51M | 2.4% | +16.1% | 0.006% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 9,399 | $1.59M | 0.2% | -1.5% | 0.003% | |
5/10/2024 | First Foundation Advisors | 73,111 | $12.38M | 0.5% | +1.1% | 0.022% | |
5/10/2024 | Banco Santander S.A. | 213,676 | $36.19M | 0.4% | -14.7% | 0.064% | |
5/10/2024 | Tocqueville Asset Management L.P. | 6,029 | $1.02M | 0.0% | -10.7% | 0.002% | |
5/10/2024 | Wintrust Investments LLC | 182,418 | $30.90M | 2.7% | +10.6% | 0.054% | |
5/10/2024 | GM Advisory Group LLC | 18,008 | $3.05M | 0.2% | +310.2% | 0.005% | |
5/10/2024 | Nwam LLC | 41,506 | $7.00M | 0.6% | -0.4% | 0.012% | |
5/10/2024 | Glaxis Capital Management LLC | 10,000 | $1.69M | 3.1% | N/A | 0.003% | |
5/10/2024 | Twin Tree Management LP | 63,635 | $10.78M | 0.0% | N/A | 0.019% | |
5/9/2024 | RFP Financial Group LLC | 355,527 | $60.19M | 23.5% | +1.2% | 0.106% | |
5/9/2024 | Delos Wealth Advisors LLC | 4,754 | $805K | 0.9% | +1,062.3% | 0.001% | |
5/9/2024 | ProVise Management Group LLC | 14,561 | $2.47M | 0.2% | +3.3% | 0.004% | |
5/9/2024 | Private Portfolio Partners LLC | 5,571 | $944K | 0.2% | +35.5% | 0.002% | |
5/9/2024 | Orion Portfolio Solutions LLC | 39,948 | $6.77M | 0.1% | +14.4% | 0.012% | |
5/9/2024 | Blair William & Co. IL | 205,203 | $34.76M | 0.1% | +13.2% | 0.061% | |
5/9/2024 | HBK Sorce Advisory LLC | 8,563 | $1.45M | 0.1% | -7.8% | 0.003% | |
5/9/2024 | Kingsview Wealth Management LLC | 14,029 | $2.38M | 0.1% | +0.6% | 0.004% | |
5/9/2024 | Condor Capital Management | 1,451 | $246K | 0.0% | N/A | 0.000% | |
5/9/2024 | TBH Global Asset Management LLC | 1,700 | $288K | 0.1% | N/A | 0.001% | |
5/9/2024 | Fortis Capital Advisors LLC | 8,025 | $1.36M | 0.6% | +103.2% | 0.002% | |
5/9/2024 | Tradewinds LLC. | 3,490 | $572K | 0.5% | N/A | 0.001% | |
5/9/2024 | Hudson Value Partners LLC | 2,497 | $423K | 0.2% | +27.4% | 0.001% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 18,065 | $3.06M | 0.6% | +35.0% | 0.005% | |
5/9/2024 | Patton Fund Management Inc. | 146,127 | $24.75M | 4.5% | +21.5% | 0.044% | |
5/9/2024 | New Insight Wealth Advisors | 25,195 | $4.27M | 2.7% | -4.2% | 0.008% | |
5/9/2024 | Koshinski Asset Management Inc. | 37,428 | $6.34M | 0.6% | +353.2% | 0.011% | |
5/8/2024 | Berkshire Money Management Inc. | 23,394 | $3.96M | 0.5% | -7.5% | 0.007% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 65,867 | $11.16M | 0.2% | -16.1% | 0.020% | |
5/8/2024 | MAI Capital Management | 396,860 | $67.22M | 0.7% | +20.6% | 0.118% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 335,617 | $56.84M | 3.5% | +3.2% | 0.100% | |
5/8/2024 | Sheets Smith Wealth Management | 49,403 | $8.37M | 0.9% | +156.0% | 0.015% | |
5/8/2024 | Ethos Financial Group LLC | 24,716 | $4.24M | 0.8% | +17.3% | 0.007% | |
5/8/2024 | Advisors Preferred LLC | 42,312 | $7.12M | 1.2% | -3.0% | 0.013% | |
5/8/2024 | Bleakley Financial Group LLC | 60,752 | $10.29M | 0.3% | -25.1% | 0.018% | |
5/8/2024 | Winthrop Capital Management LLC | 62,958 | $10.66M | 4.9% | +1.6% | 0.019% | |
5/8/2024 | Great Diamond Partners LLC | 34,089 | $5.77M | 1.3% | +2.6% | 0.010% | |
5/8/2024 | Heritage Wealth Advisors | 13,242 | $2.24M | 0.1% | -1.9% | 0.004% | |
5/8/2024 | Focused Wealth Management Inc | 65,990 | $11.18M | 1.7% | +10.3% | 0.020% | |
5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 96,382 | $16.32M | 0.1% | +34.7% | 0.029% | |
5/8/2024 | Avantax Advisory Services Inc. | 133,282 | $22.57M | 0.2% | +0.6% | 0.040% | |
5/8/2024 | US Bancorp DE | 92,566 | $15.68M | 0.0% | +50.6% | 0.028% | |
5/8/2024 | Mycio Wealth Partners LLC | 9,278 | $1.57M | 0.4% | +92.4% | 0.003% | |
5/8/2024 | QRG Capital Management Inc. | 3,007 | $509K | 0.0% | +26.7% | 0.001% | |
5/8/2024 | Tranquility Partners LLC | 15,497 | $2.63M | 1.0% | -2.2% | 0.005% | |
5/8/2024 | Headlands Technologies LLC | 11,813 | $2.00M | 0.5% | +4,211.3% | 0.004% | |
5/8/2024 | AMJ Financial Wealth Management | 7,610 | $1.29M | 0.4% | -54.1% | 0.002% | |
5/8/2024 | Legacy Capital Group California Inc. | 21,150 | $3.58M | 1.3% | -5.6% | 0.006% | |
5/8/2024 | Wealth Forward LLC | 125,475 | $21.25M | 16.7% | +0.1% | 0.037% | |
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5/8/2024 | Williams Jones Wealth Management LLC. | 21,852 | $3.70M | 0.0% | -0.8% | 0.007% | |
5/8/2024 | Inspire Advisors LLC | 3,653 | $619K | 0.1% | +3.9% | 0.001% | |
5/8/2024 | Thoroughbred Financial Services LLC | 18,680 | $3.16M | 0.3% | -24.2% | 0.006% | |
5/7/2024 | Verus Capital Partners LLC | 1,516 | $257K | 0.0% | +14.8% | 0.000% | |
5/7/2024 | NorthRock Partners LLC | 5,236 | $887K | 0.1% | +31.6% | 0.002% | |
5/7/2024 | Choate Investment Advisors | 1,180,262 | $199.90M | 5.4% | -0.8% | 0.352% | |
5/7/2024 | Sfmg LLC | 2,576 | $436K | 0.0% | -4.4% | 0.001% | |
5/7/2024 | Abbrea Capital LLC | 18,410 | $3.12M | 0.4% | +1.8% | 0.005% | |
5/7/2024 | Sei Investments Co. | 987,060 | $167.18M | 0.2% | -58.4% | 0.295% | |
5/7/2024 | Concurrent Investment Advisors LLC | 44,929 | $7.61M | 0.3% | -43.4% | 0.013% | |