5/17/2024 | Comerica Bank | 27,701 | $1.34M | 0.0% | +3.1% | 0.067% | |
5/15/2024 | Manhattan West Asset Management LLC | 5,819 | $281K | 0.1% | N/A | 0.014% | |
5/11/2024 | Retirement Financial Solutions LLC | 116,024 | $5.60M | 2.9% | +8.9% | 0.279% | |
5/9/2024 | Private Portfolio Partners LLC | 184,980 | $8.94M | 1.9% | +2.3% | 0.445% | |
5/9/2024 | Condor Capital Management | 161,043 | $7.78M | 0.8% | -0.5% | 0.387% | |
5/8/2024 | Avantax Advisory Services Inc. | 11,141 | $538K | 0.0% | -17.9% | 0.027% | |
|
5/8/2024 | Thoroughbred Financial Services LLC | 26,943 | $1.30M | 0.1% | +33.4% | 0.066% | |
5/7/2024 | PFG Advisors | 22,412 | $1.08M | 0.1% | +2.0% | 0.055% | |
5/7/2024 | Howard Wealth Management LLC | 4,395 | $212K | 0.2% | N/A | 0.011% | |
5/4/2024 | Valley Wealth Managers Inc. | 117,608 | $5.68M | 0.4% | -9.1% | 0.289% | |
5/2/2024 | RiverFront Investment Group LLC | 32,094 | $1.55M | 0.0% | -2.0% | 0.079% | |
5/2/2024 | Graypoint LLC | 19,241 | $929K | 0.1% | +1.3% | 0.047% | |
5/2/2024 | Palisade Asset Management LLC | 1,600 | $77K | 0.0% | N/A | 0.004% | |
5/1/2024 | Janney Montgomery Scott LLC | 78,177 | $3.78M | 0.0% | +17.3% | 0.192% | |
4/30/2024 | HB Wealth Management LLC | 4,849 | $234K | 0.0% | -46.2% | 0.012% | |
4/30/2024 | Concord Wealth Partners | 29,179 | $1.41M | 0.3% | +5.0% | 0.072% | |
4/29/2024 | Commonwealth Equity Services LLC | 53,846 | $2.60M | 0.0% | +3.4% | 0.132% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 58,656 | $2.83M | 0.0% | +86.2% | 0.144% | |
4/23/2024 | Fifth Third Bancorp | 31,272 | $1.51M | 0.0% | -0.9% | 0.077% | |
4/22/2024 | Raymond James & Associates | 111,468 | $5.38M | 0.0% | -5.4% | 0.274% | |
4/19/2024 | Sloy Dahl & Holst LLC | 13,920 | $672K | 0.2% | +1.8% | 0.040% | |
4/17/2024 | Fiduciary Alliance LLC | 25,482 | $1.24M | 0.2% | -27.2% | 0.073% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 30,229 | $1.46M | 0.0% | -2.0% | 0.087% | |
4/15/2024 | Investment Partners Asset Management Inc. | 7,406 | $358K | 0.3% | -11.9% | 0.021% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 7,698 | $372K | 0.0% | -6.8% | 0.022% | |
4/15/2024 | Ayalon Insurance Comp Ltd. | 1,060 | $51K | 0.0% | -93.5% | 0.003% | |
4/11/2024 | &PARTNERS | 6,459 | $312K | 0.0% | N/A | 0.019% | |
4/10/2024 | Wedmont Private Capital | 5,062 | $240K | 0.0% | N/A | 0.015% | |
3/22/2024 | Cooksen Wealth LLC | 12,059 | $517K | 0.6% | N/A | 0.035% | |
3/1/2024 | Goldman Sachs Group Inc. | 3,237,728 | $138.74M | 0.0% | -2.3% | 9.277% | |
2/15/2024 | Comerica Bank | 26,866 | $1.15M | 0.0% | -3.7% | 0.077% | |
2/14/2024 | Mmbg Investment Advisors CO. | 29,390 | $1.26M | 0.1% | -39.7% | 0.084% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 178,340 | $7.64M | 0.3% | -1.9% | 0.511% | |
2/13/2024 | Holderness Investments Co. | 14,781 | $633K | 0.2% | +5.1% | 0.042% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,237,728 | $138.74M | 0.0% | -2.3% | 9.277% | |
2/13/2024 | Belpointe Asset Management LLC | 24,242 | $1.04M | 0.1% | +126.6% | 0.069% | |
2/12/2024 | Condor Capital Management | 161,801 | $6.93M | 0.7% | +0.9% | 0.464% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 800 | $34K | 0.0% | N/A | 0.002% | |
2/12/2024 | Hsbc Holdings PLC | 39,802 | $1.71M | 0.0% | -10.8% | 0.114% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 31,496 | $1.35M | 0.0% | -3.4% | 0.090% | |
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2/9/2024 | Corient Private Wealth LLC | 34,355 | $1.47M | 0.0% | -1.4% | 0.098% | |
2/9/2024 | Wells Fargo & Company MN | 388,541 | $16.65M | 0.0% | +2.6% | 1.113% | |
2/9/2024 | Thoroughbred Financial Services LLC | 20,193 | $865K | 0.1% | +11.1% | 0.058% | |
2/9/2024 | UBS Group AG | 1,116,443 | $47.84M | 0.0% | -5.3% | 3.199% | |
2/8/2024 | Atlantic Edge Private Wealth Management LLC | 3,000 | $129K | 0.1% | N/A | 0.009% | |
2/8/2024 | M. Kulyk & Associates LLC | 19,454 | $834K | 0.2% | +7.4% | 0.056% | |
2/8/2024 | Janney Montgomery Scott LLC | 66,620 | $2.86M | 0.0% | +0.9% | 0.191% | |
2/8/2024 | US Financial Advisors LLC | 10,339 | $443K | 0.2% | +9.3% | 0.030% | |
2/7/2024 | Avantax Advisory Services Inc. | 13,562 | $581K | 0.0% | -5.1% | 0.039% | |
2/7/2024 | Private Portfolio Partners LLC | 180,838 | $7.75M | 1.8% | +2.2% | 0.518% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 7,974 | $353K | 0.1% | N/A | 0.023% | |
2/7/2024 | Valley Wealth Managers Inc. | 129,320 | $5.54M | 0.4% | +1.7% | 0.371% | |
2/7/2024 | Principal Securities Inc. | 917 | $39K | 0.0% | N/A | 0.003% | |
2/7/2024 | Clearwater Capital Advisors LLC | 13,640 | $584K | 0.1% | +2.7% | 0.039% | |
2/7/2024 | Bogart Wealth LLC | 11,535 | $494K | 0.0% | -1.9% | 0.033% | |
2/6/2024 | Private Advisor Group LLC | 6,223 | $267K | 0.0% | +6.9% | 0.018% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 8,260 | $354K | 0.0% | -9.3% | 0.024% | |
2/6/2024 | Provence Wealth Management Group | 2,862 | $123K | 0.1% | -7.3% | 0.008% | |
2/6/2024 | Great Valley Advisor Group Inc. | 4,866 | $209K | 0.0% | N/A | 0.014% | |
2/6/2024 | Concord Wealth Partners | 27,782 | $1.19M | 0.2% | +2.3% | 0.080% | |
2/5/2024 | RiverFront Investment Group LLC | 32,763 | $1.40M | 0.0% | -4.3% | 0.094% | |
2/2/2024 | Truist Financial Corp | 78,368 | $3.36M | 0.0% | +1.6% | 0.225% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,090 | $689K | 0.0% | -9.2% | 0.046% | |
2/1/2024 | CWM LLC | 4,107 | $176K | 0.0% | +54.1% | 0.012% | |
1/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 78,784 | $3.38M | 0.1% | +1.0% | 0.226% | |
1/29/2024 | Graypoint LLC | 18,987 | $814K | 0.1% | +69.6% | 0.054% | |
1/29/2024 | Koshinski Asset Management Inc. | 6,384 | $274K | 0.0% | N/A | 0.018% | |
1/29/2024 | Kanawha Capital Management LLC | 12,880 | $552K | 0.1% | -2.6% | 0.037% | |
1/26/2024 | Cerity Partners LLC | 25,654 | $1.10M | 0.0% | +30.4% | 0.074% | |
1/25/2024 | International Assets Investment Management LLC | 83,412 | $3.57M | 0.0% | N/A | 0.239% | |
1/25/2024 | Investment Partners Asset Management Inc. | 8,406 | $360K | 0.4% | N/A | 0.024% | |
1/24/2024 | Stratos Wealth Partners LTD. | 184,371 | $7.90M | 0.1% | +1.2% | 0.528% | |
1/24/2024 | International Assets Investment Management LLC | 83,412 | $3.57M | 0.0% | N/A | 0.239% | |
1/23/2024 | DAVENPORT & Co LLC | 6,423 | $275K | 0.0% | -5.3% | 0.018% | |
1/22/2024 | Country Club Bank GFN | 25,040 | $1.07M | 0.1% | -3.8% | 0.072% | |
1/19/2024 | Fifth Third Bancorp | 31,546 | $1.35M | 0.0% | -1.5% | 0.090% | |
1/19/2024 | BLB&B Advisors LLC | 4,866 | $209K | 0.0% | N/A | 0.014% | |
1/19/2024 | PFG Advisors | 21,966 | $941K | 0.1% | +9.6% | 0.063% | |
1/19/2024 | Sharper & Granite LLC | 98,365 | $4.22M | 2.2% | +4.2% | 0.282% | |
1/19/2024 | Flagstar Advisors Inc. | 22,498 | $964K | 0.3% | -6.5% | 0.064% | |
1/18/2024 | Retirement Financial Solutions LLC | 106,516 | $4.56M | 2.6% | +7.9% | 0.305% | |
1/18/2024 | GenTrust LLC | 26,414 | $1.13M | 0.1% | -8.2% | 0.076% | |
1/17/2024 | Fiduciary Alliance LLC | 34,993 | $1.50M | 0.3% | -2.2% | 0.100% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 25,382 | $1.09M | 0.0% | -24.5% | 0.073% | |
1/16/2024 | Raymond James & Associates | 117,868 | $5.05M | 0.0% | -10.3% | 0.338% | |
1/12/2024 | RDA Financial Network | 7,370 | $316K | 0.1% | -3.9% | 0.021% | |
1/11/2024 | Whittier Trust Co. | 5,594 | $240K | 0.0% | -4.7% | 0.016% | |
1/11/2024 | Ausdal Financial Partners Inc. | 5,048 | $216K | 0.0% | N/A | 0.014% | |
1/8/2024 | Tompkins Financial Corp | 1,560 | $67K | 0.0% | -33.4% | 0.004% | |
12/11/2023 | Sunbelt Securities Inc. | 704 | $28K | 0.0% | +100.0% | 0.002% | |
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12/6/2023 | Citigroup Inc. | 19,634 | $776K | 0.0% | +129.6% | 0.056% | |
11/30/2023 | Modera Wealth Management LLC | 7,165 | $283K | 0.0% | N/A | 0.021% | |
11/21/2023 | Tompkins Financial Corp | 2,342 | $93K | 0.0% | +100.0% | 0.007% | |
11/16/2023 | Westside Investment Management Inc. | 4,556 | $180K | 0.1% | +91.6% | 0.013% | |
11/16/2023 | Belpointe Asset Management LLC | 10,699 | $423K | 0.0% | -10.7% | 0.031% | |
11/15/2023 | Holderness Investments Co. | 14,061 | $555K | 0.2% | +110.4% | 0.040% | |
11/15/2023 | Alethea Capital Management LLC | 8,020 | $317K | 0.4% | +100.0% | 0.023% | |
11/15/2023 | Scotia Capital Inc. | 7,040 | $278K | 0.0% | +60.3% | 0.020% | |
11/15/2023 | Lido Advisors LLC | 14,597 | $577K | 0.0% | +193.1% | 0.042% | |
11/15/2023 | Glenmede Trust Co. NA | 5,706 | $225K | 0.0% | +100.0% | 0.016% | |