| 5/16/2024 | Kraft Davis & Associates LLC | 117,929 | $6.57M | 2.0% | N/A | 0.029% | |
| 5/16/2024 | Captrust Financial Advisors | 372,493 | $21.65M | 0.1% | +4.4% | 0.091% | |
| 5/15/2024 | Mount Yale Investment Advisors LLC | 498,483 | $28.97M | 2.2% | N/A | 0.121% | |
| 5/15/2024 | Price T Rowe Associates Inc. MD | 6,386 | $372K | 0.0% | N/A | 0.002% | |
| 5/15/2024 | LRI Investments LLC | 1,874 | $104K | 0.0% | N/A | 0.000% | |
| 5/15/2024 | Quadrature Capital Ltd | 3,916 | $228K | 0.0% | N/A | 0.001% | |
|
| 5/14/2024 | Axxcess Wealth Management LLC | 1,055,341 | $61.33M | 1.7% | -20.4% | 0.256% | |
| 5/14/2024 | CreativeOne Wealth LLC | 83,887 | $4.88M | 0.2% | +276.7% | 0.020% | |
| 5/14/2024 | Commonwealth Financial Services LLC | 105,260 | $6.12M | 1.6% | -0.2% | 0.026% | |
| 5/14/2024 | Crewe Advisors LLC | 1,581 | $92K | 0.0% | +124.6% | 0.000% | |
| 5/14/2024 | Burns Matteson Capital Management LLC | 158,496 | $9.21M | 5.3% | +61.9% | 0.039% | |
| 5/14/2024 | Owen LaRue LLC | 187,274 | $10.88M | 6.8% | +16.5% | 0.046% | |
| 5/13/2024 | Secured Retirement Advisors LLC | 31,285 | $1.82M | 1.5% | +3.5% | 0.008% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 36,966 | $2.15M | 0.2% | +17.4% | 0.009% | |
| 5/11/2024 | Resurgent Financial Advisors LLC | 14,281 | $830K | 0.4% | +12.7% | 0.003% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 195,129 | $11.34M | 0.9% | -16.1% | 0.047% | |
| 5/11/2024 | Jacobi Capital Management LLC | 7,664 | $445K | 0.0% | +35.0% | 0.002% | |
| 5/10/2024 | Osaic Holdings Inc. | 8,969,703 | $521.19M | 1.2% | -4.1% | 2.180% | |
| 5/10/2024 | TIAA Trust National Association | 4,326 | $251K | 0.0% | N/A | 0.001% | |
| 5/9/2024 | Socha Financial Group LLC | 319,644 | $18.58M | 8.1% | +2.4% | 0.078% | |
| 5/9/2024 | ProVise Management Group LLC | 6,072 | $353K | 0.0% | -39.5% | 0.001% | |
| 5/9/2024 | Private Portfolio Partners LLC | 7,729 | $449K | 0.1% | +5.3% | 0.002% | |
| 5/9/2024 | Blair William & Co. IL | 84,093 | $4.89M | 0.0% | +10.5% | 0.020% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 983,742 | $57.17M | 0.6% | +9.4% | 0.239% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 68,179 | $3.96M | 0.1% | +3.6% | 0.017% | |
| 5/9/2024 | Zega Financial LLC | 18,578 | $1.08M | 0.4% | +17.2% | 0.005% | |
| 5/9/2024 | JBR Co Financial Management Inc | 68,362 | $3.97M | 3.2% | +2.9% | 0.017% | |
| 5/9/2024 | Beacon Investment Advisory Services Inc. | 88,408 | $5.14M | 0.2% | +3.6% | 0.021% | |
| 5/9/2024 | Delta Investment Management LLC | 8,027 | $466K | 0.1% | +28.2% | 0.002% | |
| 5/9/2024 | Fortis Capital Advisors LLC | 15,418 | $896K | 0.4% | -33.8% | 0.004% | |
| 5/9/2024 | Endowment Wealth Management Inc. | 25,948 | $1.51M | 1.1% | -35.8% | 0.006% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 8,567 | $498K | 0.1% | +114.2% | 0.002% | |
| 5/8/2024 | Camarda Financial Advisors LLC | 34,705 | $2.02M | 0.8% | -6.7% | 0.008% | |
| 5/8/2024 | Cozad Asset Management Inc. | 152,542 | $8.86M | 0.9% | +5.4% | 0.037% | |
| 5/8/2024 | Bell Investment Advisors Inc | 1,076 | $63K | 0.0% | -54.0% | 0.000% | |
| 5/8/2024 | MAI Capital Management | 409,711 | $23.81M | 0.2% | +6.9% | 0.100% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 1,184,871 | $68.85M | 0.6% | +63.5% | 0.288% | |
| 5/8/2024 | US Bancorp DE | 49,412 | $2.87M | 0.0% | -3.9% | 0.012% | |
| 5/8/2024 | Trademark Financial Management LLC | 159,069 | $9.24M | 7.7% | -0.5% | 0.039% | |
| 5/8/2024 | Tranquility Partners LLC | 8,450 | $491K | 0.2% | +9.4% | 0.002% | |
Look Who Fired the World’s Richest Man (Ad) This company is tiny… but already has contracts with 30 federal agencies and services some of the biggest companies in the U.S.
And demand for the technology is unprecedented … “unlike anything we have seen in the past,” says a spokesman. Get the full story here. |
| 5/8/2024 | Inspire Advisors LLC | 17,291 | $1.01M | 0.1% | -10.6% | 0.004% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 369,189 | $21.45M | 2.1% | -3.9% | 0.090% | |
| 5/7/2024 | Anson Capital Inc. | 13,295 | $773K | 1.1% | -1.5% | 0.003% | |
| 5/7/2024 | Verus Capital Partners LLC | 18,610 | $1.08M | 0.1% | +369.6% | 0.005% | |
| 5/7/2024 | Sfmg LLC | 825,499 | $47.97M | 4.1% | +0.7% | 0.201% | |
| 5/7/2024 | American Planning Services Inc. | 251,924 | $14.64M | 10.6% | -0.2% | 0.061% | |
| 5/7/2024 | WNY Asset Management LLC | 41,158 | $2.39M | 0.4% | +42.1% | 0.010% | |
| 5/7/2024 | Bedel Financial Consulting Inc. | 53,734 | $3.12M | 0.5% | +15.4% | 0.013% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 96,297 | $5.60M | 0.2% | +7.3% | 0.023% | |
| 5/7/2024 | Bey Douglas LLC | 9,997 | $581K | 0.6% | +7.5% | 0.002% | |
| 5/7/2024 | Atomi Financial Group Inc. | 106,860 | $6.21M | 0.6% | +41.5% | 0.026% | |
| 5/7/2024 | BCGM Wealth Management LLC | 12,982 | $754K | 0.3% | -89.4% | 0.003% | |
| 5/7/2024 | WealthPLAN Partners LLC | 320,442 | $18.62M | 1.9% | -24.8% | 0.078% | |
| 5/7/2024 | 49 Wealth Management LLC | 363,119 | $21.09M | 4.5% | +13.3% | 0.088% | |
| 5/7/2024 | Benedetti & Gucer Inc. | 14,090 | $819K | 0.4% | +6.5% | 0.003% | |
| 5/7/2024 | Pillar Wealth Advisors LLC | 9,790 | $569K | 0.4% | -49.0% | 0.002% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 671,920 | $39.05M | 0.6% | +11.5% | 0.163% | |
| 5/7/2024 | PFG Advisors | 511,984 | $29.75M | 2.2% | +33.2% | 0.124% | |
| 5/7/2024 | Guardian Asset Advisors LLC | 14,540 | $845K | 0.7% | +62.5% | 0.004% | |
| 5/7/2024 | Wealthspire Advisors LLC | 28,817 | $1.68M | 0.0% | -21.8% | 0.007% | |
| 5/7/2024 | Insight Advisors LLC PA | 83,002 | $4.82M | 0.9% | -15.1% | 0.020% | |
| 5/7/2024 | Empowered Funds LLC | 307,620 | $17.88M | 0.3% | N/A | 0.075% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 194,516 | $11.30M | 0.0% | +11.6% | 0.047% | |
| 5/6/2024 | HBC Financial Services PLLC | 1,606 | $87K | 0.1% | +78.4% | 0.000% | |
| 5/6/2024 | Ballast Inc. | 230,629 | $13.40M | 4.2% | +1.2% | 0.056% | |
| 5/6/2024 | Advisory Services Network LLC | 160,319 | $9.32M | 0.2% | +7.1% | 0.039% | |
| 5/6/2024 | Advisory Alpha LLC | 7,535 | $438K | 0.0% | -2.4% | 0.002% | |
| 5/4/2024 | SPC Financial Inc. | 182,302 | $10.59M | 1.0% | +3.6% | 0.044% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 137,048 | $7.96M | 0.4% | +0.8% | 0.033% | |
| 5/4/2024 | WBI Investments LLC | 21,460 | $1.25M | 0.3% | -74.3% | 0.005% | |
| 5/4/2024 | Csenge Advisory Group | 176,125 | $10.24M | 0.6% | +191.5% | 0.043% | |
| 5/4/2024 | Glassman Wealth Services | 1,010 | $59K | 0.0% | N/A | 0.000% | |
| 5/3/2024 | FDx Advisors Inc. | 76,383 | $4.44M | 0.7% | +38.8% | 0.019% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 5,517 | $321K | 0.0% | -20.8% | 0.001% | |
| 5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,939 | $519K | 0.1% | +4.3% | 0.002% | |
| 5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 86,254 | $5.01M | 1.4% | +3.3% | 0.021% | |
| 5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 50,788 | $2.95M | 1.2% | -0.5% | 0.012% | |
| 5/3/2024 | Liberty Wealth Management LLC | 14,349 | $834K | 0.2% | N/A | 0.003% | |
| 5/2/2024 | Smart Money Group LLC | 7,145 | $392K | 0.2% | -33.2% | 0.002% | |
| 5/2/2024 | USAdvisors Wealth Management LLC | 100,864 | $5.83M | 2.2% | +7.8% | 0.025% | |
| 5/2/2024 | Hudock Inc. | 285,912 | $16.61M | 3.7% | +3.3% | 0.069% | |
| 5/2/2024 | Adapt Wealth Advisors LLC | 210,906 | $12.26M | 8.7% | N/A | 0.051% | |
| 5/2/2024 | Magnolia Capital Advisors LLC | 16,400 | $905K | 0.7% | N/A | 0.004% | |
| 5/2/2024 | Lionsbridge Wealth Management LLC | 60,190 | $3.50M | 2.7% | -1.0% | 0.015% | |
| 5/2/2024 | Bryn Mawr Capital Management LLC | 199,238 | $11.58M | 0.6% | +54.1% | 0.048% | |
| 5/2/2024 | Fidelis Capital Partners LLC | 55,681 | $3.24M | 0.6% | +86.0% | 0.014% | |
| 5/2/2024 | Choreo LLC | 8,023 | $466K | 0.0% | +4.6% | 0.002% | |
| 5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 113,307 | $6.58M | 1.6% | +15.8% | 0.028% | |
| 5/2/2024 | Crown Wealth Group LLC | 7,684 | $447K | 0.2% | -41.4% | 0.002% | |
| 5/2/2024 | Moloney Securities Asset Management LLC | 4,783 | $278K | 0.0% | N/A | 0.001% | |
Look Who Fired the World’s Richest Man (Ad) This company is tiny… but already has contracts with 30 federal agencies and services some of the biggest companies in the U.S.
And demand for the technology is unprecedented … “unlike anything we have seen in the past,” says a spokesman. Get the full story here. |
| 5/2/2024 | Hollencrest Capital Management | 522,824 | $30.38M | 1.4% | +7.5% | 0.127% | |
| 5/2/2024 | Greenwood Capital Associates LLC | 74,999 | $4.36M | 0.6% | +3.0% | 0.018% | |
| 5/2/2024 | Fortem Financial Group LLC | 81,640 | $4.74M | 2.1% | -4.8% | 0.020% | |
| 5/1/2024 | StoneX Group Inc. | 82,024 | $4.77M | 0.5% | +4.5% | 0.020% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 1,516,770 | $88.14M | 0.3% | +5.4% | 0.377% | |
| 5/1/2024 | BNP Paribas Financial Markets | 46,465 | $2.70M | 0.0% | +929,200.0% | 0.012% | |
| 5/1/2024 | Intelligence Driven Advisers LLC | 873,735 | $50.77M | 7.5% | -6.6% | 0.217% | |
| 5/1/2024 | Centric Wealth Management | 21,724 | $1.19M | 0.4% | +3.9% | 0.005% | |
| 5/1/2024 | Concourse Financial Group Securities Inc. | 134,283 | $7.80M | 0.5% | -2.3% | 0.033% | |
| 5/1/2024 | Financial Guidance Group Inc. | 94,805 | $5.51M | 3.6% | +9.5% | 0.024% | |
