5/9/2024 | Orion Portfolio Solutions LLC | 12,531 | $941K | 0.0% | -11.1% | 0.116% | |
5/9/2024 | Picton Mahoney Asset Management | 3,000 | $225K | 0.0% | -14.3% | 0.028% | |
5/8/2024 | Private Wealth Advisors LLC | 4,691 | $352K | 0.1% | -3.8% | 0.043% | |
5/7/2024 | Choate Investment Advisors | 25,824 | $1.94M | 0.1% | N/A | 0.239% | |
5/7/2024 | NTV Asset Management LLC | 16,950 | $1.27M | 0.2% | -12.1% | 0.157% | |
5/2/2024 | Conservest Capital Advisors Inc. | 49,750 | $3.74M | 0.4% | -0.4% | 0.461% | |
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5/2/2024 | Daiwa Securities Group Inc. | 23,750 | $1.78M | 0.0% | +12.3% | 0.220% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,176 | $840K | 0.0% | -11.5% | 0.102% | |
4/30/2024 | Private Advisor Group LLC | 10,310 | $775K | 0.0% | -1.3% | 0.094% | |
4/30/2024 | Van ECK Associates Corp | 32,354 | $2.43M | 0.0% | -29.1% | 0.295% | |
4/29/2024 | Commonwealth Equity Services LLC | 40,437 | $3.04M | 0.0% | -5.3% | 0.369% | |
4/24/2024 | Leavell Investment Management Inc. | 13,867 | $1.04M | 0.1% | -4.6% | 0.127% | |
4/24/2024 | U S Global Investors Inc. | 3,200 | $240K | 0.0% | N/A | 0.029% | |
4/24/2024 | Spire Wealth Management | 1,407 | $106K | 0.0% | -82.0% | 0.013% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 30,059 | $2.26M | 0.0% | +10.2% | 0.275% | |
4/22/2024 | Accordant Advisory Group Inc | 7,286 | $547K | 0.4% | N/A | 0.067% | |
4/19/2024 | GenTrust LLC | 187,276 | $14.07M | 0.9% | +2.7% | 1.710% | |
4/18/2024 | O ROURKE & COMPANY Inc | 10,283 | $773K | 0.4% | +17.8% | 0.094% | |
4/18/2024 | Barry Investment Advisors LLC | 7,819 | $588K | 0.2% | +108.2% | 0.071% | |
4/16/2024 | Transform Wealth LLC | 16,744 | $1.26M | 0.1% | -77.3% | 0.153% | |
4/16/2024 | Arkansas Financial Group Inc. | 82,575 | $6.20M | 1.1% | -8.3% | 0.626% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 15,924 | $1.20M | 0.0% | +9.2% | 0.121% | |
4/15/2024 | Brookstone Capital Management | 3,408 | $256K | 0.0% | +20.9% | 0.026% | |
4/13/2024 | Parkside Investments LLC | 113,115 | $8.50M | 1.3% | +1,640.2% | 0.857% | |
4/12/2024 | Mechanics Bank Trust Department | 4,653 | $350K | 0.1% | -4.1% | 0.035% | |
4/8/2024 | Atlas Brown Inc. | 2,992 | $225K | 0.1% | -6.6% | 0.023% | |
4/5/2024 | NBC Securities Inc. | 2,187 | $164K | 0.0% | +253.3% | 0.017% | |
3/5/2024 | Wellington Management Group LLP | 165,989 | $12.65M | 0.0% | +1,600.0% | 1.257% | |
2/23/2024 | Arkansas Financial Group Inc. | 90,033 | $6.86M | 1.3% | -9.7% | 0.682% | |
2/15/2024 | Comerica Bank | 23,874 | $1.82M | 0.0% | -28.3% | 0.181% | |
2/14/2024 | Stamos Capital Partners L.P. | 3,620 | $276K | 0.1% | -5.0% | 0.027% | |
2/13/2024 | 1832 Asset Management L.P. | 509,827 | $38.84M | 0.1% | +16.9% | 3.862% | |
2/13/2024 | Jones Financial Companies Lllp | 1,566 | $119K | 0.0% | N/A | 0.012% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 7,725 | $588K | 0.0% | -13.3% | 0.059% | |
2/12/2024 | Beta Wealth Group Inc. | 58,957 | $4.49M | 2.4% | -57.8% | 0.447% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 410,510 | $31.27M | 2.6% | -7.2% | 3.110% | |
2/9/2024 | Orion Portfolio Solutions LLC | 14,091 | $1.07M | 0.0% | -26.0% | 0.107% | |
2/9/2024 | US Bancorp DE | 24,129 | $1.84M | 0.0% | -1.9% | 0.183% | |
2/9/2024 | Barry Investment Advisors LLC | 3,755 | $286K | 0.1% | +9.2% | 0.028% | |
2/9/2024 | D.A. Davidson & CO. | 7,660 | $584K | 0.0% | +4.1% | 0.058% | |
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2/9/2024 | Wells Fargo & Company MN | 112,710 | $8.59M | 0.0% | -55.4% | 0.854% | |
2/9/2024 | UBS Group AG | 107,015 | $8.15M | 0.0% | -14.5% | 0.811% | |
2/8/2024 | Ameraudi Asset Management Inc. | 30,327 | $2.31M | 1.0% | -2.7% | 0.230% | |
2/8/2024 | Janney Montgomery Scott LLC | 12,633 | $962K | 0.0% | -24.8% | 0.096% | |
2/8/2024 | Advisor OS LLC | 2,834 | $216K | 0.0% | N/A | 0.021% | |
2/7/2024 | NBC Securities Inc. | 619 | $47K | 0.0% | +759.7% | 0.005% | |
2/7/2024 | Principal Street Partners LLC | 11,598 | $884K | 0.2% | -49.5% | 0.088% | |
2/7/2024 | Principal Securities Inc. | 434 | $33K | 0.0% | N/A | 0.003% | |
2/6/2024 | Cullen Frost Bankers Inc. | 31,000 | $2.36M | 0.0% | -1.4% | 0.235% | |
2/6/2024 | Welch & Forbes LLC | 5,650 | $430K | 0.0% | -5.3% | 0.043% | |
2/6/2024 | Private Advisor Group LLC | 10,450 | $796K | 0.0% | +15.8% | 0.079% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 14,586 | $1.11M | 0.0% | +14.1% | 0.111% | |
2/6/2024 | Spire Wealth Management | 7,799 | $563K | 0.0% | -9.4% | 0.059% | |
2/6/2024 | NTV Asset Management LLC | 19,275 | $1.47M | 0.2% | -23.2% | 0.146% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 5,122 | $390K | 0.0% | -9.5% | 0.039% | |
2/5/2024 | Van ECK Associates Corp | 45,604 | $3.47M | 0.0% | +19.4% | 0.345% | |
2/5/2024 | Choreo LLC | 3,852 | $293K | 0.0% | N/A | 0.029% | |
2/5/2024 | MGO Private Wealth LLC | 12,902 | $983K | 0.7% | +3.4% | 0.098% | |
2/5/2024 | Conservest Capital Advisors Inc. | 49,964 | $3.81M | 0.4% | +1.2% | 0.379% | |
2/2/2024 | Citizens Financial Group Inc. RI | 9,116 | $694K | 0.0% | +1.8% | 0.069% | |
2/2/2024 | Truist Financial Corp | 16,822 | $1.28M | 0.0% | -20.6% | 0.127% | |
2/2/2024 | Gould Asset Management LLC CA | 3,012 | $229K | 0.1% | +6.5% | 0.023% | |
2/2/2024 | Atria Wealth Solutions Inc. | 2,903 | $221K | 0.0% | -18.7% | 0.022% | |
1/31/2024 | Windham Capital Management LLC | 25,041 | $1.91M | 0.7% | +3.0% | 0.190% | |
1/31/2024 | Daiwa Securities Group Inc. | 21,150 | $1.61M | 0.0% | +4.4% | 0.160% | |
1/30/2024 | Capital Analysts LLC | 590 | $45K | 0.0% | -25.1% | 0.004% | |
1/30/2024 | Mackenzie Financial Corp | 12,400 | $945K | 0.0% | -5.3% | 0.094% | |
1/29/2024 | ORG Partners LLC | 9,574 | $730K | 0.1% | -7.6% | 0.073% | |
1/29/2024 | Money Design Co. Ltd. | 127,715 | $9.73M | 0.5% | -21.5% | 0.968% | |
1/23/2024 | Leavell Investment Management Inc. | 14,534 | $1.11M | 0.1% | -21.1% | 0.110% | |
1/23/2024 | Private Wealth Advisors LLC | 4,878 | $372K | 0.1% | +15.2% | 0.037% | |
1/19/2024 | ICICI Prudential Asset Management Co Ltd | 34,942 | $2.66M | 0.3% | +12.9% | 0.265% | |
1/18/2024 | GenTrust LLC | 182,388 | $13.89M | 0.9% | -0.6% | 1.382% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 27,269 | $2.08M | 0.0% | -15.8% | 0.207% | |
1/16/2024 | Raymond James & Associates | 12,834 | $978K | 0.0% | -27.6% | 0.097% | |
1/16/2024 | Strategic Wealth Investment Group LLC | 79,288 | $6.04M | 0.9% | +8.7% | 0.601% | |
1/11/2024 | Parkside Investments LLC | 6,500 | $495K | 0.1% | N/A | 0.049% | |
1/2/2024 | Anchor Investment Management LLC | 1,794 | $137K | 0.0% | N/A | 0.014% | |
11/21/2023 | Tompkins Financial Corp | 1,000 | $79K | 0.0% | -16.7% | 0.008% | |
11/15/2023 | Scotia Capital Inc. | 11,833 | $931K | 0.0% | +10.1% | 0.090% | |
11/15/2023 | Glenmede Trust Co. NA | 3,493 | $275K | 0.0% | +20.3% | 0.026% | |
11/14/2023 | Valley National Advisers Inc. | 6,308 | $496K | 0.1% | -2.5% | 0.048% | |
11/14/2023 | O ROURKE & COMPANY Inc | 8,812 | $694K | 0.5% | +11.1% | 0.067% | |
11/13/2023 | LPL Financial LLC | 338,567 | $26.65M | 0.0% | -14.7% | 2.565% | |
11/13/2023 | Envestnet Asset Management Inc. | 40,599 | $3.20M | 0.0% | -28.6% | 0.308% | |
11/13/2023 | Kestra Advisory Services LLC | 3,440 | $271K | 0.0% | -15.7% | 0.026% | |
11/9/2023 | UBS Group AG | 125,177 | $9.85M | 0.0% | -12.3% | 0.948% | |
11/8/2023 | HighTower Advisors LLC | 15,590 | $1.23M | 0.0% | +1.2% | 0.118% | |
11/8/2023 | Pathstone Family Office LLC | 4,509 | $355K | 0.0% | N/A | 0.034% | |
11/8/2023 | Van ECK Associates Corp | 38,184 | $3.01M | 0.0% | -7.7% | 0.289% | |
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11/8/2023 | D.A. Davidson & CO. | 7,360 | $579K | 0.0% | +4.8% | 0.056% | |
11/8/2023 | Gabelli Funds LLC | 55,500 | $4.37M | 0.0% | N/A | 0.420% | |
11/8/2023 | Atria Wealth Solutions Inc. | 3,570 | $281K | 0.0% | -12.3% | 0.027% | |
11/8/2023 | NewEdge Wealth LLC | 2,943 | $232K | 0.0% | -22.3% | 0.022% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 44,966 | $3.54M | 0.0% | -4.3% | 0.341% | |
11/8/2023 | Avantax Advisory Services Inc. | 2,855 | $225K | 0.0% | -32.0% | 0.022% | |
11/8/2023 | Moors & Cabot Inc. | 3,229 | $254K | 0.0% | -5.8% | 0.024% | |
11/6/2023 | Widmann Financial Services Inc. | 16,288 | $1.28M | 1.3% | +2.5% | 0.123% | |
11/6/2023 | NTV Asset Management LLC | 25,095 | $1.98M | 0.4% | -9.9% | 0.190% | |
11/6/2023 | MONECO Advisors LLC | 2,647 | $208K | 0.1% | N/A | 0.020% | |