5/24/2024 | Cetera Advisors LLC | 19,975 | $235K | 0.0% | N/A | 0.000% | |
5/15/2024 | Lazard Asset Management LLC | 39,411 | $463K | 0.0% | -53.1% | 0.001% | |
5/14/2024 | Advisors Asset Management Inc. | 40,312 | $474K | 0.0% | +21.0% | 0.001% | |
5/14/2024 | Pitcairn Co. | 32,280 | $380K | 0.0% | N/A | 0.000% | |
5/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 168,000 | $1.98M | 0.0% | -8.7% | 0.003% | |
5/14/2024 | Lake Street Advisors Group LLC | 58,265 | $686K | 0.0% | +4.1% | 0.001% | |
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5/13/2024 | O Shaughnessy Asset Management LLC | 523,752 | $6.17M | 0.1% | +19.9% | 0.008% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 39,424 | $464K | 0.1% | +4.8% | 0.001% | |
5/10/2024 | Banco Santander S.A. | 43,000 | $506K | 0.0% | N/A | 0.001% | |
5/9/2024 | Forum Financial Management LP | 193,123 | $2.27M | 0.0% | +2.3% | 0.003% | |
5/9/2024 | Orion Portfolio Solutions LLC | 88,694 | $1.04M | 0.0% | +3.5% | 0.001% | |
5/8/2024 | Bleakley Financial Group LLC | 455,282 | $5.36M | 0.2% | -2.7% | 0.007% | |
5/8/2024 | US Bancorp DE | 258,358 | $3.04M | 0.0% | -2.7% | 0.004% | |
5/8/2024 | Russell Investments Group Ltd. | 25,753 | $303K | 0.0% | +38.7% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 393,742 | $4.63M | 0.1% | +35.8% | 0.006% | |
5/8/2024 | Headlands Technologies LLC | 10,259 | $121K | 0.0% | N/A | 0.000% | |
5/8/2024 | Inspire Investing LLC | 10,151 | $119K | 0.0% | N/A | 0.000% | |
5/8/2024 | Inspire Advisors LLC | 58,974 | $694K | 0.1% | +15.2% | 0.001% | |
5/7/2024 | Sei Investments Co. | 120,000 | $1.41M | 0.0% | -52.6% | 0.002% | |
5/7/2024 | Atomi Financial Group Inc. | 46,047 | $542K | 0.0% | +31.0% | 0.001% | |
5/7/2024 | Capital Wealth Planning LLC | 235,566 | $2.77M | 0.0% | +100.8% | 0.004% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 21,395 | $252K | 0.0% | +28.7% | 0.000% | |
5/4/2024 | Csenge Advisory Group | 17,201 | $202K | 0.0% | N/A | 0.000% | |
5/4/2024 | Richardson Financial Services Inc. | 2,490 | $29K | 0.0% | N/A | 0.000% | |
5/3/2024 | Signaturefd LLC | 200,781 | $2.36M | 0.0% | +6.5% | 0.003% | |
5/3/2024 | Catalina Capital Group LLC | 16,286 | $192K | 0.1% | N/A | 0.000% | |
5/3/2024 | Callan Capital LLC | 28,882 | $340K | 0.0% | +102.8% | 0.000% | |
5/3/2024 | Rehmann Capital Advisory Group | 13,586 | $160K | 0.0% | -11.5% | 0.000% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 36,926 | $435K | 0.0% | -37.6% | 0.001% | |
5/2/2024 | Wright Investors Service Inc. | 10,226 | $120K | 0.0% | N/A | 0.000% | |
5/2/2024 | PDS Planning Inc | 42,769 | $503K | 0.1% | +3.9% | 0.001% | |
5/1/2024 | Capstone Investment Advisors LLC | 22,036 | $259K | 0.0% | N/A | 0.000% | |
5/1/2024 | Mission Wealth Management LP | 67,207 | $791K | 0.0% | -4.3% | 0.001% | |
5/1/2024 | Sequoia Financial Advisors LLC | 86,812 | $1.02M | 0.0% | +4.6% | 0.001% | |
5/1/2024 | Diversify Advisory Services LLC | 53,971 | $617K | 0.0% | N/A | 0.001% | |
4/30/2024 | Norden Group LLC | 30,726 | $362K | 0.0% | N/A | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 11,758 | $138K | 0.0% | N/A | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 18,796 | $221K | 0.0% | +81.6% | 0.000% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 10,000 | $112K | 0.0% | N/A | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 115,576 | $1.36M | 0.0% | -2.0% | 0.002% | |
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4/26/2024 | Sage Rhino Capital LLC | 37,004 | $436K | 0.1% | +2.8% | 0.001% | |
4/25/2024 | Lindbrook Capital LLC | 17,368 | $204K | 0.0% | +7.3% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 37,981 | $447K | 0.1% | +68.3% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 455,282 | $5.36M | 0.1% | N/A | 0.007% | |
4/23/2024 | BSW Wealth Partners | 18,029 | $212K | 0.0% | N/A | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 6,338 | $75K | 0.0% | +122.2% | 0.000% | |
4/23/2024 | Gradient Investments LLC | 48,779 | $574K | 0.0% | -7.5% | 0.001% | |
4/22/2024 | Drive Wealth Management LLC | 20,416 | $240K | 0.1% | +7.1% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 302,246 | $3.56M | 0.3% | -2.0% | 0.005% | |
4/19/2024 | Norden Group LLC | 30,726 | $362K | 0.0% | N/A | 0.000% | |
4/18/2024 | Naviter Wealth LLC | 133,246 | $1.57M | 0.3% | +15.2% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 18,796 | $221K | 0.0% | +81.6% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 16,712 | $197K | 0.0% | +6.0% | 0.000% | |
4/18/2024 | BKM Wealth Management LLC | 53,010 | $624K | 0.3% | +39.5% | 0.001% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 42,563 | $501K | 0.4% | -17.8% | 0.001% | |
4/12/2024 | Gilman Hill Asset Management LLC | 275,879 | $3.25M | 0.6% | -31.5% | 0.004% | |
4/12/2024 | Anderson Hoagland & Co. | 859,561 | $9.92M | 1.1% | +3.5% | 0.013% | |
4/11/2024 | Ballentine Partners LLC | 53,380 | $628K | 0.0% | +15.1% | 0.001% | |
4/11/2024 | First Affirmative Financial Network | 16,948 | $199K | 0.1% | +9.4% | 0.000% | |
4/11/2024 | Shilanski & Associates Inc. | 17,502 | $206K | 0.1% | N/A | 0.000% | |
4/11/2024 | BTC Capital Management Inc. | 183,885 | $2.16M | 0.2% | N/A | 0.003% | |
4/10/2024 | Park Avenue Securities LLC | 111,607 | $1.31M | 0.0% | +125.5% | 0.002% | |
4/5/2024 | CWM LLC | 15,715 | $185K | 0.0% | +11.6% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 23,000 | $223K | 0.0% | N/A | 0.000% | |
3/26/2024 | HighPoint Advisor Group LLC | 11,924 | $115K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 205,201 | $1.99M | 0.0% | +4.3% | 0.003% | |
3/15/2024 | VanderPol Investments L.L.C. | 13,342 | $129K | 0.4% | N/A | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 20,915 | $202K | 0.1% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 158,609 | $1.54M | 0.0% | +717.2% | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 11,033,220 | $106.80M | 0.0% | -15.0% | 0.165% | |
2/26/2024 | Virtu Financial LLC | 20,281 | $196K | 0.0% | N/A | 0.000% | |
2/21/2024 | V Square Quantitative Management LLC | 30,575 | $296K | 0.1% | N/A | 0.000% | |
2/15/2024 | Georgetown University | 160,183 | $1.55M | 0.5% | +1.5% | 0.002% | |
2/14/2024 | Barometer Capital Management Inc. | 12,700 | $123K | 0.0% | N/A | 0.000% | |
2/14/2024 | Tiger Pacific Capital LP | 66,098 | $640K | 0.1% | N/A | 0.001% | |
2/14/2024 | Personal CFO Solutions LLC | 15,669 | $152K | 0.0% | N/A | 0.000% | |
2/14/2024 | Westwood Holdings Group Inc. | 47,843 | $463K | 0.0% | -53.5% | 0.001% | |
2/14/2024 | AdvisorShares Investments LLC | 51,300 | $497K | 0.1% | N/A | 0.001% | |
2/13/2024 | Morningstar Investment Services LLC | 166,304 | $1.60M | 0.0% | +102.7% | 0.002% | |
2/13/2024 | Crossmark Global Holdings Inc. | 428,920 | $4.15M | 0.1% | +0.8% | 0.006% | |
2/13/2024 | Lake Street Advisors Group LLC | 55,947 | $542K | 0.0% | -2.1% | 0.001% | |
2/13/2024 | Goldman Sachs Group Inc. | 11,033,220 | $106.80M | 0.0% | -15.0% | 0.165% | |
2/13/2024 | CIBC Asset Management Inc | 659,201 | $6.38M | 0.0% | -6.7% | 0.010% | |
2/13/2024 | Prudent Man Advisors LLC | 15,892 | $154K | 0.1% | -16.0% | 0.000% | |
2/13/2024 | Dorsey Wright & Associates | 213,699 | $2.07M | 0.6% | N/A | 0.003% | |
2/12/2024 | Eagle Asset Management Inc. | 75,825 | $734K | 0.0% | -3.8% | 0.001% | |
2/12/2024 | StoneX Group Inc. | 245,665 | $2.38M | 0.3% | N/A | 0.004% | |
2/12/2024 | Catalytic Wealth RIA LLC | 11,161 | $108K | 0.0% | N/A | 0.000% | |
2/12/2024 | Lockheed Martin Investment Management Co. | 164,050 | $1.59M | 0.1% | N/A | 0.002% | |
2/12/2024 | Parallel Advisors LLC | 40,961 | $397K | 0.0% | -3.5% | 0.001% | |
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2/9/2024 | Eagle Global Advisors LLC | 210,000 | $2.03M | 0.1% | +2.9% | 0.003% | |
2/9/2024 | Orion Portfolio Solutions LLC | 85,714 | $854K | 0.0% | -72.8% | 0.001% | |
2/9/2024 | US Bancorp DE | 265,458 | $2.57M | 0.0% | +2.6% | 0.004% | |
2/9/2024 | Franklin Resources Inc. | 586,662 | $5.68M | 0.0% | -2.5% | 0.009% | |
2/9/2024 | Corient Private Wealth LLC | 91,675 | $887K | 0.0% | -8.7% | 0.001% | |
2/9/2024 | Wells Fargo & Company MN | 4,270,062 | $41.33M | 0.0% | -15.3% | 0.064% | |
2/9/2024 | PNC Financial Services Group Inc. | 205,201 | $1.99M | 0.0% | +4.3% | 0.003% | |
2/8/2024 | Quadrant Capital Group LLC | 63,013 | $610K | 0.1% | +5.4% | 0.001% | |
2/8/2024 | Capital Wealth Planning LLC | 117,331 | $1.14M | 0.0% | N/A | 0.002% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 132,513 | $1.28M | 0.0% | +14.8% | 0.002% | |