5/17/2024 | Comerica Bank | 152,099 | $7.07M | 0.0% | +0.8% | 0.196% | |
5/15/2024 | Transcendent Capital Group LLC | 23,608 | $1.10M | 0.6% | +3.8% | 0.030% | |
5/14/2024 | OLD Mission Capital LLC | 148,743 | $6.91M | 0.1% | +10.4% | 0.192% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 12,090 | $562K | 0.0% | -13.0% | 0.016% | |
5/8/2024 | Advisors Preferred LLC | 222,840 | $10.30M | 1.7% | -13.8% | 0.288% | |
5/4/2024 | Richardson Financial Services Inc. | 9,588 | $446K | 0.3% | -10.5% | 0.012% | |
|
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 3,583 | $167K | 0.0% | -19.1% | 0.005% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,104 | $284K | 0.0% | +4.2% | 0.008% | |
4/30/2024 | SWS Partners | 92,518 | $4.30M | 1.3% | +4.1% | 0.120% | |
4/25/2024 | Summit Financial LLC | 5,000 | $232K | 0.0% | -19.4% | 0.006% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 140,566 | $6.53M | 0.0% | +8.6% | 0.184% | |
4/24/2024 | Private Trust Co. NA | 22,901 | $1.06M | 0.1% | +1.3% | 0.030% | |
4/18/2024 | Fifth Third Securities Inc. | 50,750 | $2.36M | 0.2% | +7.7% | 0.067% | |
4/8/2024 | Evensky & Katz LLC | 71,934 | $3.34M | 0.2% | +11.0% | 0.092% | |
4/3/2024 | Versant Capital Management Inc | 95,802 | $4.45M | 1.3% | -2.0% | 0.123% | |
4/2/2024 | ST Germain D J Co. Inc. | 45,561 | $2.12M | 0.1% | -1.6% | 0.058% | |
3/5/2024 | Fisher Asset Management LLC | 4,076,048 | $191.57M | 0.1% | -2.1% | 5.270% | |
3/4/2024 | Richardson Financial Services Inc. | 10,708 | $503K | 0.4% | N/A | 0.014% | |
3/1/2024 | Transcendent Capital Group LLC | 22,735 | $1.07M | 0.7% | N/A | 0.029% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 4,925 | $232K | 0.0% | +209.4% | 0.006% | |
2/13/2024 | SWS Partners | 88,887 | $4.18M | 1.4% | +44.5% | 0.116% | |
2/12/2024 | Brown Brothers Harriman & Co. | 1,102 | $52K | 0.0% | N/A | 0.001% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 13,900 | $653K | 0.1% | +110.8% | 0.018% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 8,344 | $392K | 0.0% | +9.7% | 0.011% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 129,426 | $6.08M | 0.0% | +17.4% | 0.169% | |
2/7/2024 | One Capital Management LLC | 672,933 | $31.63M | 1.3% | -18.4% | 0.857% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 8,038 | $378K | 0.0% | +18.6% | 0.010% | |
2/6/2024 | Cullen Frost Bankers Inc. | 844,390 | $39.69M | 0.6% | +269.9% | 1.076% | |
2/6/2024 | First Horizon Advisors Inc. | 7,125 | $335K | 0.0% | -13.2% | 0.009% | |
2/6/2024 | Fisher Asset Management LLC | 4,109,036 | $193.13M | 0.1% | -1.3% | 5.238% | |
2/6/2024 | Summit Financial LLC | 6,203 | $292K | 0.0% | N/A | 0.008% | |
2/1/2024 | GAMMA Investing LLC | 2,898 | $136K | 0.0% | N/A | 0.004% | |
1/31/2024 | Goodman Advisory Group LLC | 37,851 | $1.78M | 0.6% | -69.9% | 0.049% | |
1/29/2024 | Crestwood Advisors Group LLC | 230,509 | $10.83M | 0.3% | +59.1% | 0.302% | |
1/29/2024 | Citizens National Bank Trust Department | 7,100 | $334K | 0.1% | -7.4% | 0.009% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 1,430 | $67K | 0.0% | N/A | 0.002% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 6,680 | $314K | 0.0% | N/A | 0.009% | |
1/24/2024 | Advisors Preferred LLC | 258,550 | $12.14M | 2.0% | N/A | 0.336% | |
1/24/2024 | Park Place Capital Corp | 958 | $45K | 0.0% | N/A | 0.001% | |
1/24/2024 | Private Trust Co. NA | 22,608 | $1.06M | 0.1% | -8.1% | 0.029% | |
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1/19/2024 | AdvisorNet Financial Inc | 9,551 | $449K | 0.0% | -70.3% | 0.012% | |
1/16/2024 | Thompson Investment Management Inc. | 1,152 | $54K | 0.0% | N/A | 0.001% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 4,430 | $208K | 0.0% | -38.5% | 0.006% | |
1/10/2024 | Financial Network Wealth Management LLC | 24,729 | $1.16M | 0.5% | N/A | 0.031% | |
1/9/2024 | Versant Capital Management Inc | 97,763 | $4.60M | 1.4% | -0.6% | 0.121% | |
1/8/2024 | Bartlett & Co. LLC | 4,925 | $232K | 0.0% | +209.4% | 0.006% | |
11/15/2023 | Integrated Wealth Concepts LLC | 29,779 | $1.30M | 0.0% | -69.5% | 0.038% | |
11/15/2023 | Crestwood Advisors Group LLC | 144,859 | $6.33M | 0.2% | +90.6% | 0.184% | |
11/14/2023 | Robinson Capital Management LLC | 107,000 | $4.65M | 2.1% | N/A | 0.137% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 787,814 | $34.43M | 0.1% | -3.0% | 1.012% | |
11/9/2023 | SWS Partners | 61,533 | $2.69M | 1.0% | -6.6% | 0.080% | |
11/9/2023 | One Capital Management LLC | 824,484 | $36.03M | 1.6% | +211.5% | 1.067% | |
11/9/2023 | Betterment LLC | 5,154,992 | $225.27M | 0.7% | -12.1% | 6.673% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 6,595 | $288K | 0.0% | -13.3% | 0.009% | |
11/6/2023 | L.M. Kohn & Company | 8,500 | $371K | 0.1% | -10.5% | 0.011% | |
11/2/2023 | Cullen Frost Bankers Inc. | 228,268 | $9.98M | 0.2% | -4.2% | 0.305% | |
10/27/2023 | First Horizon Advisors Inc. | 8,213 | $359K | 0.0% | +15.9% | 0.011% | |
10/24/2023 | Private Ocean LLC | 2,120 | $93K | 0.0% | +182.7% | 0.003% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 110,276 | $4.82M | 0.0% | +9.6% | 0.149% | |
10/23/2023 | ST Germain D J Co. Inc. | 43,098 | $1.88M | 0.1% | +10.5% | 0.058% | |
10/18/2023 | CX Institutional | 461,171 | $20.14M | 1.1% | +25.6% | 0.641% | |
10/18/2023 | Private Trust Co. NA | 24,607 | $1.08M | 0.1% | -4.5% | 0.034% | |
10/12/2023 | AdvisorNet Financial Inc | 32,112 | $1.40M | 0.1% | +1.9% | 0.043% | |
10/12/2023 | Fifth Third Securities Inc. | 45,890 | $2.01M | 0.2% | +1.6% | 0.061% | |
10/12/2023 | Versant Capital Management Inc | 98,355 | $4.30M | 1.4% | -1.4% | 0.131% | |
10/11/2023 | Goodman Advisory Group LLC | 125,799 | $5.50M | 2.1% | -21.8% | 0.167% | |
10/10/2023 | Evensky & Katz LLC | 42,354 | $1.85M | 0.2% | +19.1% | 0.056% | |
9/12/2023 | Farther Finance Advisors LLC | 2,605 | $120K | 0.0% | +6,940.5% | 0.003% | |
9/7/2023 | ST Germain D J Co. Inc. | 39,019 | $1.80M | 0.1% | N/A | 0.047% | |
8/17/2023 | SWS Partners | 65,904 | $3.04M | 0.9% | +2.0% | 0.081% | |
8/11/2023 | Goodman Advisory Group LLC | 160,769 | $7.42M | 2.8% | -38.4% | 0.197% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 812,492 | $37.51M | 0.1% | +2.0% | 0.998% | |
8/10/2023 | IAG Wealth Partners LLC | 4,259 | $197K | 0.1% | N/A | 0.005% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 6,777 | $313K | 0.0% | N/A | 0.008% | |
8/8/2023 | Fisher Asset Management LLC | 4,263,020 | $196.78M | 0.1% | -1.6% | 5.202% | |
8/4/2023 | Advisors Preferred LLC | 93,087 | $4.29M | 1.1% | -37.5% | 0.113% | |
8/4/2023 | Cullen Frost Bankers Inc. | 238,180 | $10.99M | 0.2% | -8.9% | 0.289% | |
8/4/2023 | EverSource Wealth Advisors LLC | 1,016 | $47K | 0.0% | +30.3% | 0.001% | |
7/28/2023 | Private Trust Co. NA | 25,763 | $1.19M | 0.1% | +25.2% | 0.031% | |
7/26/2023 | SWS Partners | 65,904 | $3.04M | 1.1% | +2.0% | 0.079% | |
7/26/2023 | Alera Investment Advisors LLC | 4,915 | $227K | 0.0% | N/A | 0.006% | |
7/24/2023 | Evensky & Katz LLC | 35,572 | $1.64M | 0.1% | +25.9% | 0.042% | |
7/21/2023 | Private Ocean LLC | 750 | $35K | 0.0% | N/A | 0.001% | |
7/19/2023 | Fifth Third Securities Inc. | 45,162 | $2.09M | 0.2% | N/A | 0.054% | |
7/17/2023 | Trust Co. of Vermont | 531 | $25K | 0.0% | N/A | 0.001% | |
7/14/2023 | Arden Trust Co | 13,125 | $606K | 0.1% | -71.9% | 0.016% | |
7/14/2023 | AdvisorNet Financial Inc | 31,514 | $1.46M | 0.1% | -1.0% | 0.038% | |
7/14/2023 | Pinnacle Bancorp Inc. | 752 | $35K | 0.0% | N/A | 0.001% | |
7/13/2023 | Transcend Capital Advisors LLC | 44,489 | $2.05M | 0.2% | +21.7% | 0.054% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 100,602 | $4.64M | 0.0% | +0.8% | 0.121% | |
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7/10/2023 | Versant Capital Management Inc | 99,749 | $4.60M | 1.5% | -2.2% | 0.120% | |
5/17/2023 | Financial Council Asset Management Inc | 8,991 | $421K | 0.3% | -5.5% | 0.011% | |
5/16/2023 | Goodman Advisory Group LLC | 261,024 | $12.22M | 6.7% | +41.9% | 0.320% | |
5/16/2023 | Betterment LLC | 5,463,679 | $255.81M | 0.8% | +1.7% | 6.700% | |
5/15/2023 | Flow Traders U.S. LLC | 178,204 | $8.34M | 0.3% | -55.8% | 0.219% | |
5/12/2023 | Crestwood Advisors Group LLC | 96,054 | $4.50M | 0.1% | -43.8% | 0.118% | |
5/12/2023 | Clearbridge Investments LLC | 47,378 | $2.22M | 0.0% | +3.0% | 0.058% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 99,791 | $4.67M | 0.0% | +13.9% | 0.122% | |
5/11/2023 | Icon Wealth Partners LLC | 7,075 | $331K | 0.0% | N/A | 0.009% | |
5/11/2023 | One Capital Management LLC | 262,075 | $12.27M | 0.6% | +13.9% | 0.321% | |