5/16/2024 | B. Riley Wealth Advisors Inc. | 15,120 | $155K | 0.0% | N/A | 0.000% | |
5/15/2024 | SVB Wealth LLC | 32,755 | $335K | 0.0% | -8.3% | 0.000% | |
5/15/2024 | Bamco Inc. NY | 460,144 | $4.71M | 0.0% | -44.2% | 0.004% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 642,863 | $6.58M | 0.0% | +3.4% | 0.005% | |
5/15/2024 | LRI Investments LLC | 14,175 | $146K | 0.0% | N/A | 0.000% | |
5/15/2024 | Guardian Capital Advisors LP | 418,536 | $4.05M | 0.4% | -7.3% | 0.003% | |
|
5/14/2024 | Herr Investment Group LLC | 1,410,464 | $14.43M | 3.8% | +38.6% | 0.011% | |
5/14/2024 | Lake Street Advisors Group LLC | 27,459 | $281K | 0.0% | +16.9% | 0.000% | |
5/13/2024 | Bessemer Group Inc. | 14,860 | $152K | 0.0% | +27.4% | 0.000% | |
5/13/2024 | Thornburg Investment Management Inc. | 435,141 | $4.45M | 0.1% | -1.4% | 0.004% | |
5/13/2024 | Clearbridge Investments LLC | 891,827 | $9.12M | 0.0% | -1.5% | 0.007% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 662,715 | $6.78M | 0.1% | +23.4% | 0.005% | |
5/9/2024 | Forum Financial Management LP | 338,439 | $3.46M | 0.1% | +2.0% | 0.003% | |
5/9/2024 | Orion Portfolio Solutions LLC | 282,277 | $2.89M | 0.0% | -3.2% | 0.002% | |
5/8/2024 | Cozad Asset Management Inc. | 25,906 | $265K | 0.0% | -5.0% | 0.000% | |
5/8/2024 | Bleakley Financial Group LLC | 65,411 | $669K | 0.0% | +9.9% | 0.001% | |
5/8/2024 | US Bancorp DE | 251,857 | $2.58M | 0.0% | -7.1% | 0.002% | |
5/8/2024 | Russell Investments Group Ltd. | 33,690 | $345K | 0.0% | +45.3% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 657,724 | $6.73M | 0.1% | +10.4% | 0.005% | |
5/8/2024 | Headlands Technologies LLC | 13,200 | $135K | 0.0% | N/A | 0.000% | |
5/7/2024 | Verus Capital Partners LLC | 21,200 | $217K | 0.0% | -15.9% | 0.000% | |
5/7/2024 | Sei Investments Co. | 3,054,328 | $31.25M | 0.0% | +3.0% | 0.025% | |
5/7/2024 | Atomi Financial Group Inc. | 110,927 | $1.14M | 0.1% | +16.2% | 0.001% | |
5/7/2024 | Capital Wealth Planning LLC | 454,363 | $4.65M | 0.0% | +25.7% | 0.004% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 44,832 | $459K | 0.0% | -16.8% | 0.000% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 92,569 | $947K | 0.0% | +2.3% | 0.001% | |
5/4/2024 | 9258 Wealth Management LLC | 17,105 | $175K | 0.0% | N/A | 0.000% | |
5/4/2024 | Team Hewins LLC | 29,306 | $300K | 0.0% | -15.9% | 0.000% | |
5/3/2024 | Signaturefd LLC | 243,862 | $2.50M | 0.1% | +7.5% | 0.002% | |
5/3/2024 | Catalina Capital Group LLC | 17,047 | $174K | 0.1% | N/A | 0.000% | |
5/3/2024 | Callan Capital LLC | 36,381 | $372K | 0.0% | +60.3% | 0.000% | |
5/3/2024 | Rehmann Capital Advisory Group | 73,969 | $757K | 0.1% | -4.8% | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 5,661,392 | $57.92M | 0.2% | +602.7% | 0.046% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 3,788 | $39K | 0.0% | N/A | 0.000% | |
5/3/2024 | Whittier Trust Co. | 72,304 | $740K | 0.0% | +45.0% | 0.001% | |
5/2/2024 | Financial Counselors Inc. | 42,066 | $430K | 0.0% | +16.1% | 0.000% | |
5/2/2024 | Fidelis Capital Partners LLC | 17,279 | $177K | 0.0% | +14.8% | 0.000% | |
5/1/2024 | Capstone Investment Advisors LLC | 33,529 | $343K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 101,410 | $1.04M | 0.0% | +5.4% | 0.001% | |
5/1/2024 | BNP Paribas Financial Markets | 185,829 | $1.90M | 0.0% | +19.2% | 0.002% | |
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5/1/2024 | Ballast Advisors LLC | 61,790 | $632K | 0.2% | N/A | 0.001% | |
5/1/2024 | Mission Wealth Management LP | 21,220 | $217K | 0.0% | +40.4% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 61,717 | $631K | 0.0% | +7.0% | 0.001% | |
5/1/2024 | Diversify Advisory Services LLC | 94,256 | $941K | 0.1% | N/A | 0.001% | |
4/30/2024 | Private Advisor Group LLC | 75,224 | $770K | 0.0% | -3.8% | 0.001% | |
4/30/2024 | Norden Group LLC | 19,715 | $202K | 0.0% | N/A | 0.000% | |
4/30/2024 | Caprock Group LLC | 51,661 | $528K | 0.0% | -3.0% | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 38,724 | $396K | 0.0% | +156.5% | 0.000% | |
4/30/2024 | Commonwealth Equity Services LLC | 100,419 | $1.03M | 0.0% | +3.8% | 0.001% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 44,219 | $453K | 0.0% | +51.8% | 0.000% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 10,000 | $99K | 0.0% | N/A | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 213,260 | $2.18M | 0.0% | -4.7% | 0.002% | |
4/26/2024 | Augustine Asset Management Inc. | 228,904 | $2.34M | 1.0% | -3.3% | 0.002% | |
4/26/2024 | Checchi Capital Advisers LLC | 69,673 | $713K | 0.1% | -1.8% | 0.001% | |
4/25/2024 | Lindbrook Capital LLC | 31,516 | $322K | 0.0% | +8.2% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 60,186 | $616K | 0.1% | +72.9% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 36,939 | $372K | 0.0% | +5.9% | 0.000% | |
4/24/2024 | Premier Path Wealth Partners LLC | 11,773 | $120K | 0.0% | N/A | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 65,219 | $667K | 0.0% | N/A | 0.001% | |
4/23/2024 | Fifth Third Bancorp | 118,749 | $1.22M | 0.0% | +13.2% | 0.001% | |
4/23/2024 | Sapient Capital LLC | 14,800 | $151K | 0.0% | -48.8% | 0.000% | |
4/22/2024 | Raymond James & Associates | 2,421,565 | $24.77M | 0.0% | -3.5% | 0.020% | |
4/22/2024 | Everpar Advisors LLC | 35,705 | $365K | 0.2% | -47.1% | 0.000% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 244,160 | $2.50M | 0.7% | -0.5% | 0.002% | |
4/19/2024 | First Trust Direct Indexing L.P. | 413,772 | $4.23M | 0.3% | -3.4% | 0.003% | |
4/19/2024 | Norden Group LLC | 216,865 | $2.22M | 0.0% | N/A | 0.002% | |
4/18/2024 | Naviter Wealth LLC | 262,208 | $2.68M | 0.4% | +13.4% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 38,724 | $396K | 0.0% | +156.5% | 0.000% | |
4/18/2024 | Hexagon Capital Partners LLC | 6,570 | $67K | 0.0% | +29.1% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 30,033 | $307K | 0.1% | +8.4% | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 27,381 | $280K | 0.1% | +4.4% | 0.000% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 14,000 | $143K | 0.1% | -9.7% | 0.000% | |
4/15/2024 | Atlas Capital Advisors LLC | 75,376 | $771K | 0.1% | +14.7% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 46,401 | $475K | 0.0% | +7.0% | 0.000% | |
4/11/2024 | &PARTNERS | 19,662 | $201K | 0.0% | N/A | 0.000% | |
4/11/2024 | First Affirmative Financial Network | 18,525 | $190K | 0.1% | -8.7% | 0.000% | |
4/11/2024 | Shilanski & Associates Inc. | 33,457 | $342K | 0.1% | N/A | 0.000% | |
4/11/2024 | BTC Capital Management Inc. | 101,201 | $1.04M | 0.1% | N/A | 0.001% | |
4/10/2024 | Aprio Wealth Management LLC | 17,670 | $181K | 0.0% | +11.8% | 0.000% | |
4/10/2024 | VanderPol Investments L.L.C. | 19,211 | $197K | 0.6% | -21.3% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 95,671 | $979K | 0.0% | -1.1% | 0.001% | |
4/9/2024 | Rise Advisors LLC | 2,594 | $27K | 0.0% | N/A | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 21,865 | $224K | 0.0% | +16.9% | 0.000% | |
4/5/2024 | NBC Securities Inc. | 25,283 | $258K | 0.0% | -18.7% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 92,156 | $943K | 0.0% | N/A | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 16,687 | $144K | 0.0% | N/A | 0.000% | |
3/15/2024 | VanderPol Investments L.L.C. | 24,397 | $210K | 0.7% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 6,730,968 | $57.95M | 0.0% | N/A | 0.055% | |
3/1/2024 | Goldman Sachs Group Inc. | 11,508,806 | $99.09M | 0.0% | +1.0% | 0.093% | |
2/28/2024 | Abel Hall LLC | 17,394 | $150K | 0.1% | N/A | 0.000% | |
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2/26/2024 | Teachers Retirement System of The State of Kentucky | 1,937,140 | $16.68M | 0.2% | -2.8% | 0.016% | |
2/20/2024 | Sunpointe LLC | 12,204 | $105K | 0.1% | N/A | 0.000% | |
2/15/2024 | Georgetown University | 197,539 | $1.70M | 0.6% | +1.3% | 0.002% | |
2/14/2024 | Tiger Pacific Capital LP | 126,161 | $1.09M | 0.2% | N/A | 0.001% | |
2/14/2024 | AdvisorShares Investments LLC | 98,258 | $846K | 0.2% | N/A | 0.001% | |
2/14/2024 | Angeles Investment Advisors LLC | 36,072 | $311K | 0.0% | +3.7% | 0.000% | |
2/13/2024 | Crossmark Global Holdings Inc. | 740,247 | $6.37M | 0.1% | +2.1% | 0.006% | |
2/13/2024 | Lake Street Advisors Group LLC | 23,494 | $202K | 0.0% | -14.6% | 0.000% | |
2/13/2024 | Goldman Sachs Group Inc. | 11,508,806 | $99.09M | 0.0% | +1.0% | 0.093% | |
2/13/2024 | Dorsey Wright & Associates | 389,837 | $3.36M | 1.0% | -7.4% | 0.003% | |