5/7/2024 | Verus Capital Partners LLC | 13,057 | $381K | 0.0% | -2.7% | 0.001% | |
5/7/2024 | Pointe Capital Management LLC | 40,482 | $1.18M | 0.7% | +6.0% | 0.002% | |
5/7/2024 | Choate Investment Advisors | 322,643 | $9.42M | 0.3% | -10.0% | 0.015% | |
5/7/2024 | Sfmg LLC | 19,640 | $573K | 0.0% | +2.3% | 0.001% | |
5/7/2024 | Abbrea Capital LLC | 11,138 | $325K | 0.0% | N/A | 0.001% | |
5/7/2024 | Sei Investments Co. | 1,136,614 | $33.17M | 0.0% | +1.1% | 0.052% | |
|
5/7/2024 | Chilton Capital Management LLC | 243,796 | $7.11M | 0.3% | -0.7% | 0.011% | |
5/7/2024 | Concurrent Investment Advisors LLC | 95,032 | $2.77M | 0.1% | +1.3% | 0.004% | |
5/7/2024 | Keudell Morrison Wealth Management | 11,473 | $335K | 0.1% | -16.5% | 0.001% | |
5/7/2024 | Redwood Wealth Management Group LLC | 18,486 | $539K | 0.6% | -13.3% | 0.001% | |
5/7/2024 | BOS Asset Management LLC | 6,980 | $204K | 0.1% | N/A | 0.000% | |
5/7/2024 | Tectonic Advisors LLC | 481,077 | $14.04M | 1.1% | +3.5% | 0.022% | |
5/7/2024 | Reaves W H & Co. Inc. | 1,468,440 | $42.85M | 1.5% | +1,368.4% | 0.068% | |
5/7/2024 | Avalon Trust Co | 4,827 | $141K | 0.0% | N/A | 0.000% | |
5/7/2024 | Benedetti & Gucer Inc. | 33,342 | $973K | 0.5% | -5.2% | 0.002% | |
5/7/2024 | Gibraltar Capital Management Inc. | 6,945 | $203K | 0.1% | N/A | 0.000% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 63,327 | $1.85M | 0.0% | -4.6% | 0.003% | |
5/7/2024 | PFG Advisors | 14,131 | $412K | 0.0% | -47.2% | 0.001% | |
5/7/2024 | Oppenheimer & Co. Inc. | 534,153 | $15.59M | 0.3% | +4.7% | 0.025% | |
5/7/2024 | Meixler Investment Management Ltd. | 72,175 | $2.11M | 1.6% | +1.4% | 0.003% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,125 | $441K | 0.0% | +41.9% | 0.001% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 56,605 | $1.65M | 0.1% | +2.6% | 0.003% | |
5/7/2024 | Hilltop National Bank | 30,177 | $881K | 0.3% | N/A | 0.001% | |
5/7/2024 | Wealthspire Advisors LLC | 72,932 | $2.13M | 0.0% | -26.3% | 0.003% | |
5/7/2024 | SG Americas Securities LLC | 7,267 | $212K | 0.0% | N/A | 0.000% | |
5/7/2024 | CNA Financial Corp | 875,000 | $25.53M | 12.8% | +2.9% | 0.040% | |
5/7/2024 | Empowered Funds LLC | 147,763 | $4.31M | 0.1% | +18.9% | 0.007% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,406 | $304K | 0.0% | -21.4% | 0.000% | |
5/6/2024 | ORG Partners LLC | 58,230 | $1.71M | 3.3% | N/A | 0.003% | |
5/6/2024 | Kades & Cheifetz LLC | 7,201 | $210K | 0.1% | N/A | 0.000% | |
5/6/2024 | Kayne Anderson Capital Advisors LP | 11,175,161 | $326.09M | 9.2% | +2.6% | 0.515% | |
5/6/2024 | Capital City Trust Co. FL | 45,569 | $1.33M | 0.4% | +69.6% | 0.002% | |
5/6/2024 | Advisory Services Network LLC | 274,414 | $8.01M | 0.2% | +8.9% | 0.013% | |
5/6/2024 | Bard Financial Services Inc. | 179,625 | $5.24M | 0.6% | -0.3% | 0.008% | |
5/6/2024 | Oxbow Advisors LLC | 1,376,342 | $40.16M | 5.5% | 0.0% | 0.063% | |
5/6/2024 | Hemenway Trust Co LLC | 7,300 | $213K | 0.0% | N/A | 0.000% | |
5/4/2024 | Howland Capital Management LLC | 10,250 | $299K | 0.0% | -4.7% | 0.000% | |
5/4/2024 | Csenge Advisory Group | 28,946 | $845K | 0.0% | +19.9% | 0.001% | |
5/3/2024 | Avidian Wealth Solutions LLC | 46,604 | $1.36M | 0.1% | -14.1% | 0.002% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 114,970 | $3.36M | 0.7% | -1.4% | 0.005% | |
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5/3/2024 | Larson Financial Group LLC | 11,045 | $322K | 0.0% | +7.2% | 0.001% | |
5/3/2024 | Callan Capital LLC | 23,386 | $682K | 0.1% | +3.1% | 0.001% | |
5/3/2024 | Rehmann Capital Advisory Group | 18,017 | $526K | 0.0% | +7.6% | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 7,500 | $219K | 0.0% | N/A | 0.000% | |
5/3/2024 | GSA Capital Partners LLP | 22,030 | $643K | 0.1% | +135.2% | 0.001% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 10,227 | $298K | 0.0% | +60.8% | 0.000% | |
5/3/2024 | Patron Partners LLC | 12,976 | $379K | 0.2% | +51.3% | 0.001% | |
5/3/2024 | Whittier Trust Co. | 15,524 | $453K | 0.0% | -17.1% | 0.001% | |
5/2/2024 | Mutual Advisors LLC | 179,239 | $5.23M | 0.2% | -0.6% | 0.008% | |
5/2/2024 | Smart Money Group LLC | 26,160 | $735K | 0.3% | +30.3% | 0.001% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 20,950 | $611K | 0.0% | -17.1% | 0.001% | |
5/2/2024 | First Command Advisory Services Inc. | 1,613 | $47K | 0.0% | +130.4% | 0.000% | |
5/2/2024 | Financial Counselors Inc. | 31,348 | $915K | 0.0% | -12.8% | 0.001% | |
5/2/2024 | AlphaQ Advisors LLC | 96,937 | $2.83M | 1.7% | +1.4% | 0.004% | |
5/2/2024 | Shoker Investment Counsel Inc. | 138,755 | $4.08M | 1.4% | -5.7% | 0.006% | |
5/2/2024 | Jennison Associates LLC | 1,968,387 | $57.44M | 0.0% | +0.2% | 0.091% | |
5/2/2024 | Haverford Trust Co | 71,238 | $2.08M | 0.0% | -1.6% | 0.003% | |
5/2/2024 | Quent Capital LLC | 13,534 | $395K | 0.0% | +613.8% | 0.001% | |
5/2/2024 | Lincoln National Corp | 99,767 | $2.91M | 0.0% | +1.1% | 0.005% | |
5/2/2024 | Fidelis Capital Partners LLC | 21,978 | $641K | 0.1% | +57.2% | 0.001% | |
5/2/2024 | Choreo LLC | 33,786 | $986K | 0.0% | -22.1% | 0.002% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 52,568 | $1.53M | 0.4% | +14.0% | 0.002% | |
5/2/2024 | Moloney Securities Asset Management LLC | 26,769 | $781K | 0.1% | +3.9% | 0.001% | |
5/2/2024 | Palisade Asset Management LLC | 1,000 | $29K | 0.0% | N/A | 0.000% | |
5/2/2024 | Allen Wealth Management LLC | 29,721 | $867K | 0.8% | -15.8% | 0.001% | |
5/2/2024 | Argent Advisors Inc. | 52,605 | $1.54M | 0.6% | +3.4% | 0.002% | |
5/2/2024 | Fortem Financial Group LLC | 21,417 | $625K | 0.3% | +13.2% | 0.001% | |
5/1/2024 | StoneX Group Inc. | 102,721 | $3.00M | 0.3% | +11.2% | 0.005% | |
5/1/2024 | Heronetta Management L.P. | 574,048 | $16.75M | 12.2% | -10.5% | 0.026% | |
5/1/2024 | Janney Montgomery Scott LLC | 698,336 | $20.38M | 0.1% | -2.6% | 0.032% | |
5/1/2024 | Blue Trust Inc. | 74,673 | $2.18M | 0.0% | +2.1% | 0.003% | |
5/1/2024 | Ballast Advisors LLC | 306,971 | $8.96M | 3.0% | +2.7% | 0.014% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 8,474,626 | $247.29M | 0.5% | -7.4% | 0.391% | |
5/1/2024 | Retirement Group LLC | 6,575 | $192K | 0.1% | +33.6% | 0.000% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 14,730 | $430K | 0.2% | +3.3% | 0.001% | |
5/1/2024 | Wambolt & Associates LLC | 12,739 | $374K | 0.1% | -25.7% | 0.001% | |
5/1/2024 | Sequoia Financial Advisors LLC | 20,131 | $587K | 0.0% | -2.4% | 0.001% | |
5/1/2024 | Diversify Advisory Services LLC | 11,929 | $350K | 0.0% | N/A | 0.001% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 42,392 | $1.24M | 0.3% | -2.5% | 0.002% | |
4/30/2024 | Private Advisor Group LLC | 330,597 | $9.65M | 0.1% | +2.3% | 0.015% | |
4/30/2024 | J.W. Cole Advisors Inc. | 48,832 | $1.43M | 0.1% | +10.8% | 0.002% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 652,524 | $19.04M | 4.7% | +0.4% | 0.030% | |
4/30/2024 | Hartline Investment Corp | 13,787 | $402K | 0.1% | N/A | 0.001% | |
4/30/2024 | Mcintyre Freedman & Flynn Investment Advisers Inc. | 114,243 | $3.33M | 2.4% | -0.3% | 0.005% | |
4/30/2024 | Norden Group LLC | 20,097 | $587K | 0.0% | N/A | 0.001% | |
4/30/2024 | Van ECK Associates Corp | 63,327 | $1.85M | 0.0% | -31.3% | 0.003% | |
4/30/2024 | HB Wealth Management LLC | 105,061 | $3.07M | 0.0% | -4.0% | 0.005% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 21,580 | $630K | 0.2% | +341.3% | 0.001% | |
4/30/2024 | SpiderRock Advisors LLC | 48,418 | $1.39M | 0.0% | N/A | 0.002% | |
4/30/2024 | Violich Capital Management Inc. | 17,950 | $524K | 0.1% | +4.8% | 0.001% | |
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4/30/2024 | Concord Wealth Partners | 3,596 | $105K | 0.0% | +429.6% | 0.000% | |
4/30/2024 | Joel Isaacson & Co. LLC | 97,037 | $2.83M | 0.2% | -3.1% | 0.004% | |
4/30/2024 | Perigon Wealth Management LLC | 65,458 | $1.91M | 0.1% | -7.1% | 0.003% | |
4/30/2024 | Mayflower Financial Advisors LLC | 23,958 | $699K | 0.1% | +14.0% | 0.001% | |
4/30/2024 | Renaissance Investment Group LLC | 252,068 | $7.36M | 1.7% | -1.2% | 0.012% | |
4/30/2024 | Stock Yards Bank & Trust Co. | 58,994 | $1.72M | 0.1% | -9.9% | 0.003% | |
4/29/2024 | Commonwealth Equity Services LLC | 1,022,459 | $29.84M | 0.0% | +6.4% | 0.047% | |
4/29/2024 | Principal Financial Group Inc. | 6,439,656 | $187.91M | 0.1% | -3.6% | 0.297% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 5,387 | $157K | 0.0% | -26.5% | 0.000% | |
4/29/2024 | Heritage Investors Management Corp | 25,310 | $739K | 0.0% | -10.8% | 0.001% | |