5/6/2024 | Leuthold Group LLC | 154,115 | $3.89M | 0.4% | +82.7% | 0.084% | |
5/4/2024 | Valley Wealth Managers Inc. | 8,369 | $211K | 0.0% | -9.5% | 0.005% | |
5/1/2024 | Janney Montgomery Scott LLC | 392,148 | $9.89M | 0.0% | +42.9% | 0.215% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 13,983 | $353K | 0.1% | -9.4% | 0.008% | |
4/26/2024 | Bogart Wealth LLC | 45,579 | $1.15M | 0.1% | +15.2% | 0.025% | |
4/25/2024 | IAG Wealth Partners LLC | 48,314 | $1.22M | 0.3% | +12.7% | 0.026% | |
|
4/23/2024 | Nations Financial Group Inc. IA ADV | 13,650 | $344K | 0.0% | +14.7% | 0.007% | |
4/23/2024 | Strategic Blueprint LLC | 41,572 | $1.05M | 0.1% | +10.9% | 0.023% | |
4/18/2024 | Fifth Third Securities Inc. | 175,293 | $4.42M | 0.4% | +16.0% | 0.096% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 80,562 | $2.03M | 0.6% | -0.9% | 0.044% | |
4/17/2024 | Gradient Capital Advisors LLC | 11,241 | $283K | 0.1% | -69.5% | 0.006% | |
4/10/2024 | Sunflower Bank N.A. | 84,235 | $2.12M | 0.5% | -4.8% | 0.053% | |
4/3/2024 | Strategic Advocates LLC | 33,295 | $840K | 0.3% | -79.2% | 0.021% | |
4/3/2024 | Arden Trust Co | 10,296 | $260K | 0.0% | -91.8% | 0.007% | |
3/4/2024 | Richardson Financial Services Inc. | 2,170 | $55K | 0.0% | N/A | 0.001% | |
3/1/2024 | ARK & TLK Investments LLC | 14,480 | $364K | 0.1% | N/A | 0.009% | |
2/15/2024 | Comerica Bank | 39,264 | $987K | 0.0% | +5.5% | 0.025% | |
2/14/2024 | Waterloo Capital L.P. | 218,870 | $5.50M | 0.9% | N/A | 0.138% | |
2/13/2024 | Fairview Capital Investment Management LLC | 190,348 | $4.79M | 0.3% | -0.8% | 0.120% | |
2/12/2024 | Eagle Asset Management Inc. | 36,891 | $927K | 0.0% | -5.7% | 0.023% | |
2/12/2024 | Fiduciary Trust Co | 12,140 | $305K | 0.0% | N/A | 0.008% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 11,900 | $299K | 0.0% | +20.8% | 0.008% | |
2/9/2024 | Tidemark LLC | 5,537 | $139K | 0.1% | N/A | 0.004% | |
2/9/2024 | Certified Advisory Corp | 242,609 | $6.10M | 0.9% | -8.8% | 0.153% | |
2/9/2024 | SAM Advisors LLC | 727,192 | $17.32M | 6.8% | +309.1% | 0.460% | |
2/8/2024 | Missouri Trust & Investment Co | 172,408 | $4.33M | 1.8% | +22.3% | 0.109% | |
2/8/2024 | Janney Montgomery Scott LLC | 274,486 | $6.90M | 0.0% | +26.9% | 0.174% | |
2/7/2024 | Strategic Advocates LLC | 160,203 | $4.03M | 1.7% | -48.3% | 0.101% | |
2/7/2024 | NBC Securities Inc. | 18,908 | $475K | 0.0% | -11.0% | 0.012% | |
2/7/2024 | Valley Wealth Managers Inc. | 9,252 | $233K | 0.0% | +203.7% | 0.006% | |
2/7/2024 | Bogart Wealth LLC | 39,564 | $995K | 0.1% | N/A | 0.025% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 1,260 | $32K | 0.0% | N/A | 0.001% | |
2/6/2024 | Leuthold Group LLC | 84,364 | $2.12M | 0.3% | +1.2% | 0.053% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 7,962 | $216K | 0.1% | -6.0% | 0.005% | |
2/5/2024 | Adell Harriman & Carpenter Inc. | 185,435 | $4.66M | 0.4% | +298.7% | 0.117% | |
2/5/2024 | Greatmark Investment Partners Inc. | 10,121 | $254K | 0.0% | +6.0% | 0.006% | |
2/2/2024 | IAG Wealth Partners LLC | 42,870 | $1.08M | 0.2% | +14.3% | 0.027% | |
2/2/2024 | Boyd Watterson Asset Management LLC OH | 15,430 | $388K | 0.2% | -3.0% | 0.010% | |
2/1/2024 | Gradient Capital Advisors LLC | 36,855 | $927K | 0.4% | +222.1% | 0.023% | |
1/29/2024 | ORG Partners LLC | 2,003 | $50K | 0.0% | +276.5% | 0.001% | |
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1/25/2024 | Strategic Blueprint LLC | 37,486 | $942K | 0.1% | +13.2% | 0.024% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 81,275 | $2.04M | 0.6% | -2.4% | 0.051% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 11,420 | $287K | 0.1% | -73.8% | 0.007% | |
1/12/2024 | SG Americas Securities LLC | 1,193,932 | $30.02M | 0.3% | N/A | 0.755% | |
1/12/2024 | Sunflower Bank N.A. | 88,520 | $2.23M | 0.5% | -1.0% | 0.056% | |
1/11/2024 | Whittier Trust Co. | 6,643 | $167K | 0.0% | -69.2% | 0.004% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 9,284 | $233K | 0.0% | +54.9% | 0.006% | |
1/4/2024 | Arden Trust Co | 125,448 | $3.15M | 0.5% | +137.1% | 0.079% | |
11/16/2023 | VitalStone Financial LLC | 2,053 | $50K | 0.0% | -70.4% | 0.001% | |
11/15/2023 | Baker Avenue Asset Management LP | 253,906 | $6.21M | 0.3% | +195,212.3% | 0.160% | |
11/15/2023 | Ameriprise Financial Inc. | 9,089,567 | $222.11M | 0.1% | +17.7% | 5.746% | |
11/13/2023 | Certified Advisory Corp | 266,021 | $5.93M | 0.7% | +15.0% | 0.168% | |
11/13/2023 | Eagle Asset Management Inc. | 39,108 | $957K | 0.0% | -13.2% | 0.025% | |
11/9/2023 | SAM Advisors LLC | 177,760 | $4.35M | 1.9% | +1.0% | 0.112% | |
11/9/2023 | Curran Financial Partners LLC | 340,471 | $8.33M | 3.6% | +4.5% | 0.215% | |
11/9/2023 | Valley Wealth Managers Inc. | 3,046 | $75K | 0.0% | N/A | 0.002% | |
11/8/2023 | Janney Montgomery Scott LLC | 216,358 | $5.29M | 0.0% | +2.7% | 0.137% | |
11/7/2023 | Leuthold Group LLC | 83,340 | $2.04M | 0.3% | -62.7% | 0.053% | |
11/4/2023 | NBC Securities Inc. | 21,253 | $519K | 0.1% | N/A | 0.013% | |
10/27/2023 | Whittier Trust Co. of Nevada Inc. | 5,135 | $126K | 0.0% | -36.9% | 0.003% | |
10/27/2023 | Whittier Trust Co. | 21,600 | $528K | 0.0% | +25.5% | 0.014% | |
10/24/2023 | Bank of New York Mellon Corp | 1,442,445 | $35.28M | 0.0% | -12.8% | 0.912% | |
10/24/2023 | IAG Wealth Partners LLC | 37,499 | $917K | 0.3% | +61.1% | 0.024% | |
10/23/2023 | Boyd Watterson Asset Management LLC OH | 15,915 | $389K | 0.2% | -38.4% | 0.010% | |
10/18/2023 | Strategic Blueprint LLC | 33,119 | $810K | 0.1% | -41.9% | 0.021% | |
10/17/2023 | Avior Wealth Management LLC | 2,398 | $59K | 0.0% | -39.3% | 0.002% | |
10/16/2023 | Sunflower Bank N.A. | 89,408 | $2.19M | 0.5% | -16.2% | 0.057% | |
10/12/2023 | Fifth Third Securities Inc. | 147,942 | $3.62M | 0.4% | -2.5% | 0.094% | |
10/11/2023 | Rosenberg Matthew Hamilton | 55,906 | $1.37M | 0.5% | -5.3% | 0.035% | |
10/10/2023 | BTS Asset Management Inc. | 510,714 | $12.50M | 8.1% | N/A | 0.323% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 43,622 | $1.07M | 0.4% | N/A | 0.028% | |
10/10/2023 | Arden Trust Co | 52,906 | $1.29M | 0.2% | -84.9% | 0.033% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 2,000 | $49K | 0.0% | N/A | 0.001% | |
9/12/2023 | Farther Finance Advisors LLC | 10,738 | $265K | 0.1% | -8.9% | 0.007% | |
8/21/2023 | VitalStone Financial LLC | 6,932 | $173K | 0.1% | N/A | 0.004% | |
8/17/2023 | Coppell Advisory Solutions LLC | 27,632 | $680K | 0.2% | +3.2% | 0.017% | |
8/14/2023 | Certified Advisory Corp | 231,421 | $5.72M | 1.1% | +8.2% | 0.146% | |
8/11/2023 | Goodman Advisory Group LLC | 242,009 | $5.98M | 2.2% | +14.4% | 0.153% | |
8/11/2023 | Missouri Trust & Investment Co | 141,061 | $3.48M | 2.0% | +12.5% | 0.089% | |
8/11/2023 | JPMorgan Chase & Co. | 1,296,730 | $32.03M | 0.0% | -13.6% | 0.820% | |
8/10/2023 | Wavelength Capital Management LLC | 379,200 | $9.37M | 10.1% | +9.6% | 0.240% | |
8/10/2023 | IAG Wealth Partners LLC | 23,284 | $575K | 0.2% | N/A | 0.015% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 8,468 | $209K | 0.0% | +9.9% | 0.005% | |
8/9/2023 | Flow Traders U.S. LLC | 8,350 | $206K | 0.0% | -73.8% | 0.005% | |
8/8/2023 | Leuthold Group LLC | 223,325 | $5.52M | 0.7% | -1.4% | 0.141% | |
8/4/2023 | Adell Harriman & Carpenter Inc. | 46,510 | $1.14M | 0.1% | -14.3% | 0.029% | |
8/3/2023 | Bank of New York Mellon Corp | 1,654,329 | $40.86M | 0.0% | -7.2% | 1.046% | |
8/1/2023 | RiverFront Investment Group LLC | 10,573 | $261K | 0.0% | -94.5% | 0.007% | |
7/27/2023 | Boyd Watterson Asset Management LLC OH | 25,841 | $638K | 0.3% | -15.6% | 0.018% | |
7/26/2023 | Janney Montgomery Scott LLC | 210,669 | $5.20M | 0.0% | -12.1% | 0.143% | |
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7/25/2023 | SAM Advisors LLC | 175,940 | $4.35M | 1.8% | N/A | 0.120% | |
7/19/2023 | Fifth Third Securities Inc. | 151,711 | $3.75M | 0.4% | -1.7% | 0.103% | |
7/19/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,949 | $98K | 0.0% | -30.5% | 0.003% | |
7/18/2023 | Fiduciary Alliance LLC | 2,352 | $58K | 0.0% | N/A | 0.002% | |
7/18/2023 | Virtue Capital Management LLC | 23,200 | $568K | 0.1% | +53.8% | 0.016% | |
7/14/2023 | Arden Trust Co | 350,444 | $8.66M | 1.4% | +33.1% | 0.238% | |
7/13/2023 | Sunflower Bank N.A. | 106,741 | $2.64M | 0.6% | -0.6% | 0.073% | |
7/10/2023 | Disciplined Investments LLC | 184,393 | $4.55M | 2.4% | -13.5% | 0.125% | |
5/22/2023 | Raleigh Capital Management Inc. | 1,472 | $37K | 0.0% | -54.6% | 0.001% | |
5/22/2023 | Ameriprise Financial Inc. | 8,970,610 | $222.79M | 0.1% | +31.6% | 6.426% | |