5/2/2024 | Summit Financial Wealth Advisors LLC | 146,335 | $1.28M | 0.3% | -6.1% | 0.071% | |
5/1/2024 | Janney Montgomery Scott LLC | 154,417 | $1.35M | 0.0% | +26.3% | 0.074% | |
4/30/2024 | Van ECK Associates Corp | 1,133,417 | $9.87M | 0.0% | -22.9% | 0.546% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 36,945 | $322K | 0.2% | +45.2% | 0.018% | |
4/30/2024 | WealthBridge Capital Management LLC | 52,221 | $455K | 0.2% | +2.8% | 0.025% | |
4/29/2024 | Commonwealth Equity Services LLC | 413,155 | $3.60M | 0.0% | +3.8% | 0.199% | |
|
4/29/2024 | Benjamin F. Edwards & Company Inc. | 24,750 | $216K | 0.0% | -13.9% | 0.012% | |
4/26/2024 | Chicago Partners Investment Group LLC | 688,721 | $5.88M | 0.2% | +9.5% | 0.332% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 198,781 | $1.73M | 0.0% | N/A | 0.096% | |
4/24/2024 | Bar Harbor Wealth Management | 515,403 | $4.49M | 0.3% | -10.7% | 0.248% | |
4/23/2024 | Bfsg LLC | 100,205 | $873K | 0.1% | -17.0% | 0.048% | |
4/23/2024 | Venturi Wealth Management LLC | 46,150 | $402K | 0.0% | +70.8% | 0.022% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 600,872 | $5.23M | 0.0% | -3.3% | 0.290% | |
4/22/2024 | PFG Investments LLC | 11,266 | $98K | 0.0% | N/A | 0.005% | |
4/22/2024 | Raymond James & Associates | 1,663,597 | $14.49M | 0.0% | -3.8% | 0.802% | |
4/18/2024 | SeaCrest Wealth Management LLC | 26,273 | $229K | 0.0% | -12.9% | 0.013% | |
4/18/2024 | Pettinga Financial Advisors LLC | 185,157 | $1.61M | 0.4% | +38.0% | 0.089% | |
4/18/2024 | Breakwater Capital Group | 165,409 | $1.44M | 0.4% | +78.3% | 0.080% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 618,073 | $5.38M | 0.3% | +0.6% | 0.298% | |
4/16/2024 | Congress Park Capital LLC | 347,882 | $3.03M | 1.3% | +95.4% | 0.168% | |
4/12/2024 | Harbor Investment Advisory LLC | 58,100 | $506K | 0.0% | -6.4% | 0.028% | |
4/12/2024 | Global Assets Advisory LLC | 13,078 | $114K | 0.0% | N/A | 0.006% | |
4/12/2024 | True North Advisors LLC | 497,921 | $4.34M | 1.2% | N/A | 0.240% | |
4/12/2024 | High Net Worth Advisory Group LLC | 10,000 | $87K | 0.0% | N/A | 0.005% | |
4/11/2024 | Radnor Capital Management LLC | 10,000 | $87K | 0.0% | N/A | 0.005% | |
4/11/2024 | International Assets Investment Management LLC | 16,496 | $143K | 0.0% | +14.0% | 0.008% | |
4/11/2024 | Optimum Investment Advisors | 57,972 | $505K | 0.2% | +13.7% | 0.028% | |
4/11/2024 | RFG Advisory LLC | 12,200 | $106K | 0.0% | -46.5% | 0.006% | |
3/27/2024 | Nomura Holdings Inc. | 31,952 | $275K | 0.0% | N/A | 0.015% | |
3/22/2024 | PNC Financial Services Group Inc. | 25,971 | $223K | 0.0% | -7.2% | 0.013% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 25,445 | $219K | 0.2% | N/A | 0.012% | |
2/29/2024 | Tortoise Investment Management LLC | 1,611,003 | $13.86M | 1.9% | +27.1% | 0.776% | |
2/26/2024 | Virtu Financial LLC | 19,519 | $168K | 0.0% | N/A | 0.009% | |
2/23/2024 | Chicago Partners Investment Group LLC | 629,156 | $5.46M | 0.3% | -1.0% | 0.303% | |
2/15/2024 | Granby Capital Management LLC | 1,300,000 | $11.18M | 7.0% | +23.8% | 0.626% | |
2/15/2024 | Cohen & Steers Inc. | 587,981 | $5.06M | 0.0% | -5.9% | 0.283% | |
2/13/2024 | Essential Planning LLC. | 20,780 | $179K | 0.1% | -5.4% | 0.010% | |
2/13/2024 | 1607 Capital Partners LLC | 3,405,045 | $29.28M | 2.1% | +7.0% | 1.641% | |
2/12/2024 | Relative Value Partners Group LLC | 862,816 | $7.42M | 0.5% | N/A | 0.416% | |
2/12/2024 | Weiss Asset Management LP | 69,578 | $598K | 0.0% | N/A | 0.034% | |
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2/12/2024 | Stifel Financial Corp | 822,880 | $7.08M | 0.0% | -10.9% | 0.396% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 50,082 | $431K | 0.0% | -8.7% | 0.024% | |
2/12/2024 | Parallel Advisors LLC | 16,352 | $141K | 0.0% | +1,109.5% | 0.008% | |
2/9/2024 | Johnson Financial Group Inc. | 143,500 | $1.23M | 0.1% | -61.5% | 0.069% | |
2/9/2024 | City of London Investment Management Co. Ltd. | 213,643 | $1.84M | 0.2% | N/A | 0.103% | |
2/9/2024 | King Luther Capital Management Corp | 11,370 | $98K | 0.0% | N/A | 0.005% | |
2/9/2024 | D.A. Davidson & CO. | 10,058 | $86K | 0.0% | -61.1% | 0.005% | |
2/9/2024 | Wells Fargo & Company MN | 861,727 | $7.41M | 0.0% | -9.0% | 0.415% | |
2/9/2024 | UBS Group AG | 5,607,096 | $48.22M | 0.0% | +27.5% | 2.702% | |
2/8/2024 | Sheaff Brock Investment Advisors LLC | 11,200 | $96K | 0.0% | N/A | 0.005% | |
2/8/2024 | Tortoise Investment Management LLC | 1,762,966 | $15.51M | 2.0% | +39.1% | 0.849% | |
2/8/2024 | Janney Montgomery Scott LLC | 122,309 | $1.05M | 0.0% | +1.2% | 0.059% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 32,579 | $280K | 0.0% | -4.9% | 0.016% | |
2/6/2024 | Merit Financial Group LLC | 11,685 | $100K | 0.0% | N/A | 0.006% | |
2/5/2024 | Van ECK Associates Corp | 1,469,667 | $12.64M | 0.0% | +15.2% | 0.708% | |
2/5/2024 | Stonebrook Private Inc. | 29,221 | $251K | 0.1% | N/A | 0.014% | |
2/2/2024 | Private Wealth Partners LLC | 23,300 | $200K | 0.0% | -40.3% | 0.011% | |
2/2/2024 | Truist Financial Corp | 32,807 | $282K | 0.0% | -3.8% | 0.016% | |
2/2/2024 | Bfsg LLC | 120,774 | $1.04M | 0.2% | +11.6% | 0.058% | |
2/1/2024 | Wolverine Asset Management LLC | 10,729 | $92K | 0.0% | N/A | 0.005% | |
1/31/2024 | J.W. Cole Advisors Inc. | 11,468 | $99K | 0.0% | N/A | 0.006% | |
1/31/2024 | Western Wealth Management LLC | 36,000 | $310K | 0.0% | -8.2% | 0.017% | |
1/31/2024 | Roman Butler Fullerton & Co. | 102,645 | $885K | 0.3% | +8.8% | 0.049% | |
1/30/2024 | Mathes Company Inc. | 132,500 | $1.14M | 0.5% | -3.6% | 0.064% | |
1/29/2024 | Saxony Capital Management LLC | 11,750 | $101K | 0.1% | N/A | 0.006% | |
1/29/2024 | Koshinski Asset Management Inc. | 205,512 | $1.77M | 0.3% | +56.8% | 0.099% | |
1/29/2024 | Citizens National Bank Trust Department | 191,400 | $1.65M | 0.4% | -18.3% | 0.092% | |
1/29/2024 | Schmidt P J Investment Management Inc. | 10,854 | $94K | 0.0% | -20.2% | 0.005% | |
1/26/2024 | Harbor Investment Advisory LLC | 62,100 | $534K | 0.1% | -11.4% | 0.030% | |
1/25/2024 | RFG Advisory LLC | 22,800 | $196K | 0.0% | +59.4% | 0.011% | |
1/25/2024 | Narwhal Capital Management | 13,350 | $115K | 0.0% | N/A | 0.006% | |
1/24/2024 | Barrett & Company Inc. | 8,845 | $76K | 0.0% | -14.5% | 0.004% | |
1/24/2024 | CENTRAL TRUST Co | 43,197 | $371K | 0.0% | -36.2% | 0.021% | |
1/24/2024 | Venture Visionary Partners LLC | 21,532 | $185K | 0.0% | -23.5% | 0.010% | |
1/24/2024 | International Assets Investment Management LLC | 124,472 | $1.07M | 0.0% | +794.4% | 0.060% | |
1/24/2024 | Breakwater Capital Group | 92,745 | $800K | 0.2% | +26.0% | 0.045% | |
1/23/2024 | Venturi Wealth Management LLC | 27,023 | $232K | 0.0% | +175.9% | 0.013% | |
1/23/2024 | DAVENPORT & Co LLC | 57,539 | $495K | 0.0% | -41.1% | 0.028% | |
1/23/2024 | Sightline Wealth Advisors LLC | 15,750 | $135K | 0.1% | -9.4% | 0.008% | |
1/19/2024 | Congress Park Capital LLC | 178,042 | $1.53M | 0.7% | +136.9% | 0.086% | |
1/19/2024 | Summit Financial Wealth Advisors LLC | 155,835 | $1.34M | 0.3% | -6.7% | 0.075% | |
1/18/2024 | Ballew Advisors Inc | 35,251 | $303K | 0.2% | -12.3% | 0.017% | |
1/18/2024 | SeaCrest Wealth Management LLC | 30,173 | $262K | 0.0% | -13.3% | 0.015% | |
1/18/2024 | Access Financial Services Inc. | 71,678 | $616K | 0.3% | -22.0% | 0.035% | |
1/18/2024 | Pettinga Financial Advisors LLC | 134,150 | $1.15M | 0.3% | N/A | 0.065% | |
1/17/2024 | Bar Harbor Wealth Management | 576,889 | $4.96M | 0.4% | -28.0% | 0.278% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 621,115 | $5.34M | 0.0% | +44.6% | 0.299% | |
1/16/2024 | Raymond James & Associates | 1,730,131 | $14.88M | 0.0% | -33.4% | 0.834% | |
1/12/2024 | Disciplined Investments LLC | 50,847 | $437K | 0.3% | -36.1% | 0.024% | |
1/12/2024 | Hudson Valley Investment Advisors Inc. ADV | 122,686 | $1.07M | 0.1% | -13.0% | 0.059% | |
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1/12/2024 | Lantz Financial LLC | 22,947 | $197K | 0.1% | -8.0% | 0.011% | |
1/12/2024 | Advisor Resource Council | 17,459 | $150K | 0.0% | N/A | 0.008% | |
1/12/2024 | Clarity Financial LLC | 12,255 | $105K | 0.0% | N/A | 0.006% | |
1/12/2024 | Constitution Capital LLC | 13,000 | $112K | 0.1% | -23.1% | 0.006% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 13,644 | $118K | 0.0% | -43.5% | 0.007% | |
1/10/2024 | Sound Income Strategies LLC | 4,035 | $35K | 0.0% | N/A | 0.002% | |
1/9/2024 | Daymark Wealth Partners LLC | 20,855 | $179K | 0.0% | -56.0% | 0.010% | |
1/8/2024 | Optimum Investment Advisors | 50,972 | $438K | 0.2% | +46.6% | 0.025% | |
11/28/2023 | Bar Harbor Wealth Management | 800,724 | $6.61M | 0.5% | -14.9% | 0.386% | |
11/17/2023 | Seelaus Asset Management LLC | 22,264 | $184K | 0.2% | +22.0% | 0.011% | |