5/17/2024 | WealthPlan Investment Management LLC | 39,649 | $1.99M | 0.3% | -34.1% | 0.011% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 18,018 | $906K | 0.1% | -14.9% | 0.005% | |
5/17/2024 | Comerica Bank | 89,502 | $4.50M | 0.0% | -25.8% | 0.026% | |
5/17/2024 | SkyView Investment Advisors LLC | 104,711 | $5.27M | 1.0% | -54.5% | 0.030% | |
5/17/2024 | Tidal Investments LLC | 50,740 | $2.55M | 0.0% | +5.4% | 0.015% | |
5/17/2024 | Clear Point Advisors Inc. | 24,069 | $1.21M | 1.0% | -75.5% | 0.007% | |
|
5/17/2024 | Creekmur Asset Management LLC | 7,106 | $357K | 0.1% | -41.4% | 0.002% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 49,633 | $2.50M | 0.1% | +28.1% | 0.014% | |
5/16/2024 | Waverly Advisors LLC | 88,639 | $4.46M | 0.1% | N/A | 0.026% | |
5/16/2024 | Captrust Financial Advisors | 4,617,542 | $232.22M | 0.8% | -2.0% | 1.330% | |
5/15/2024 | Manhattan West Asset Management LLC | 140,315 | $7.06M | 1.7% | -28.9% | 0.040% | |
5/15/2024 | Kestra Advisory Services LLC | 1,999,937 | $100.58M | 0.7% | +40.7% | 0.576% | |
5/15/2024 | Quadrature Capital Ltd | 179,816 | $9.04M | 0.2% | N/A | 0.052% | |
5/14/2024 | JT Stratford LLC | 36,599 | $1.84M | 0.4% | -31.7% | 0.011% | |
5/14/2024 | Toronto Dominion Bank | 187,400 | $9.42M | 0.0% | -42.4% | 0.054% | |
5/14/2024 | Axxcess Wealth Management LLC | 233,950 | $11.77M | 0.3% | +9.4% | 0.067% | |
5/14/2024 | EP Wealth Advisors LLC | 37,243 | $1.87M | 0.0% | -16.8% | 0.011% | |
5/14/2024 | CreativeOne Wealth LLC | 92,697 | $4.66M | 0.2% | -65.3% | 0.027% | |
5/14/2024 | Lake Street Advisors Group LLC | 17,312 | $871K | 0.0% | N/A | 0.005% | |
5/13/2024 | Signature Estate & Investment Advisors LLC | 2,447,887 | $123.10M | 3.5% | +8.7% | 0.705% | |
5/11/2024 | Trustmark National Bank Trust Department | 26,203 | $1.32M | 0.1% | -77.7% | 0.008% | |
5/11/2024 | Jacobi Capital Management LLC | 328,868 | $16.54M | 1.5% | +0.8% | 0.095% | |
5/10/2024 | Osaic Holdings Inc. | 1,664,114 | $83.69M | 0.2% | -57.2% | 0.479% | |
5/10/2024 | Capital Management Corp VA | 172,538 | $8.68M | 1.7% | +11.6% | 0.050% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 152,434 | $7.67M | 2.8% | -22.8% | 0.044% | |
5/10/2024 | Banco Santander S.A. | 256,457 | $12.90M | 0.2% | +67.7% | 0.074% | |
5/10/2024 | Nwam LLC | 64,804 | $3.27M | 0.3% | +59.6% | 0.019% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 9,291 | $467K | 0.0% | -4.1% | 0.003% | |
5/9/2024 | Leo Wealth LLC | 307,343 | $15.46M | 1.6% | -6.0% | 0.089% | |
5/9/2024 | Orion Portfolio Solutions LLC | 50,242 | $2.53M | 0.0% | -14.7% | 0.014% | |
5/9/2024 | Blair William & Co. IL | 1,237,349 | $62.23M | 0.2% | +20.9% | 0.356% | |
5/9/2024 | Kingsview Wealth Management LLC | 301,369 | $15.16M | 0.4% | +25.2% | 0.087% | |
5/9/2024 | Fortis Capital Advisors LLC | 15,423 | $776K | 0.3% | N/A | 0.004% | |
5/8/2024 | Ethos Financial Group LLC | 69,393 | $3.49M | 0.7% | -36.7% | 0.020% | |
5/8/2024 | Avantax Advisory Services Inc. | 221,028 | $11.12M | 0.1% | -9.9% | 0.064% | |
5/8/2024 | US Bancorp DE | 10,160 | $511K | 0.0% | -7.3% | 0.003% | |
5/8/2024 | Trademark Financial Management LLC | 13,976 | $703K | 0.6% | -8.8% | 0.004% | |
5/8/2024 | Inspire Investing LLC | 362,940 | $18.25M | 1.9% | +22.6% | 0.105% | |
5/8/2024 | Inspire Advisors LLC | 826,170 | $41.55M | 5.7% | +1.5% | 0.238% | |
5/7/2024 | Verus Capital Partners LLC | 4,721 | $237K | 0.0% | +13.3% | 0.001% | |
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5/7/2024 | American Planning Services Inc. | 127,891 | $6.43M | 4.6% | -4.6% | 0.037% | |
5/7/2024 | Concurrent Investment Advisors LLC | 185,336 | $9.32M | 0.4% | +2.3% | 0.053% | |
5/7/2024 | Atomi Financial Group Inc. | 5,490 | $276K | 0.0% | N/A | 0.002% | |
5/7/2024 | Significant Wealth Partners LLC | 18,329 | $922K | 0.6% | +84.9% | 0.005% | |
5/7/2024 | Tectonic Advisors LLC | 328,033 | $16.50M | 1.3% | -4.1% | 0.094% | |
5/7/2024 | Bernardo Wealth Planning LLC | 80,286 | $4.04M | 1.1% | +15.9% | 0.023% | |
5/7/2024 | Nvwm LLC | 104,490 | $5.26M | 1.4% | -1.6% | 0.030% | |
5/7/2024 | PFG Advisors | 15,284 | $769K | 0.1% | -80.2% | 0.004% | |
5/7/2024 | Oppenheimer & Co. Inc. | 95,686 | $4.81M | 0.1% | +0.6% | 0.028% | |
5/7/2024 | Wealthspire Advisors LLC | 16,723 | $841K | 0.0% | N/A | 0.005% | |
5/7/2024 | Insight Advisors LLC PA | 16,993 | $855K | 0.2% | +79.7% | 0.005% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 12,521 | $630K | 0.0% | -30.8% | 0.004% | |
5/6/2024 | VitalStone Financial LLC | 6,082 | $306K | 0.2% | +146.0% | 0.002% | |
5/4/2024 | SPC Financial Inc. | 708,697 | $35.64M | 3.3% | -17.3% | 0.204% | |
5/4/2024 | Geneos Wealth Management Inc. | 251,821 | $12.66M | 0.6% | -13.7% | 0.073% | |
5/4/2024 | DAVENPORT & Co LLC | 1,052,287 | $52.92M | 0.3% | +3.7% | 0.303% | |
5/3/2024 | Embree Financial Group | 49,132 | $2.47M | 0.5% | -6.0% | 0.014% | |
5/3/2024 | Catalina Capital Group LLC | 226,129 | $11.37M | 4.7% | +4.0% | 0.065% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 17,251 | $868K | 0.1% | +267.0% | 0.005% | |
5/3/2024 | Comprehensive Financial Consultants Institutional Inc. | 11,565 | $582K | 0.2% | +20.1% | 0.003% | |
5/3/2024 | Patron Partners LLC | 17,929 | $902K | 0.5% | -17.7% | 0.005% | |
5/2/2024 | Knowledge Leaders Capital LLC | 64,900 | $3.26M | 5.7% | -31.7% | 0.019% | |
5/2/2024 | Smart Money Group LLC | 71,433 | $3.60M | 1.4% | -16.0% | 0.021% | |
5/2/2024 | GSB Wealth Management LLC | 288,575 | $14.51M | 4.1% | -19.2% | 0.083% | |
5/2/2024 | Curran Financial Partners LLC | 215,709 | $10.85M | 3.8% | +26.6% | 0.062% | |
5/2/2024 | Almanack Investment Partners LLC. | 67,207 | $3.38M | 0.6% | -90.2% | 0.019% | |
5/2/2024 | Mendel Money Management | 50,533 | $2.54M | 1.2% | -211.9% | 0.015% | |
5/2/2024 | Moloney Securities Asset Management LLC | 69,508 | $3.50M | 0.5% | +10.8% | 0.020% | |
5/2/2024 | Hollencrest Capital Management | 5,452 | $274K | 0.0% | -76.8% | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 255,611 | $12.86M | 0.0% | -16.5% | 0.074% | |
5/1/2024 | Mission Wealth Management LP | 883,124 | $44.41M | 1.2% | -19.9% | 0.254% | |
5/1/2024 | Flynn Zito Capital Management LLC | 40,786 | $2.05M | 1.1% | +3.3% | 0.012% | |
4/30/2024 | Private Advisor Group LLC | 2,325,596 | $116.95M | 0.8% | +4.1% | 0.670% | |
4/30/2024 | Consolidated Portfolio Review Corp | 9,575 | $482K | 0.1% | -17.9% | 0.003% | |
4/30/2024 | J.W. Cole Advisors Inc. | 232,348 | $11.69M | 0.6% | -2.0% | 0.067% | |
4/30/2024 | Norden Group LLC | 161,319 | $8.11M | 0.6% | +4,486.8% | 0.046% | |
4/30/2024 | Fortis Group Advisors LLC | 154,546 | $7.77M | 1.4% | -12.7% | 0.045% | |
4/29/2024 | Commonwealth Equity Services LLC | 311,171 | $15.65M | 0.0% | +21.6% | 0.090% | |
4/29/2024 | Castle Wealth Management LLC | 10,325 | $519K | 0.3% | -64.6% | 0.003% | |
4/26/2024 | Pinnacle Associates Ltd. | 8,994 | $452K | 0.0% | +41.8% | 0.003% | |
4/26/2024 | McGuire Investment Group LLC | 492,143 | $24.75M | 3.6% | +65.6% | 0.143% | |
4/26/2024 | UMB Bank n.a. | 35,143 | $1.77M | 0.0% | -41.8% | 0.010% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 21,713 | $1.09M | 0.5% | -13.2% | 0.006% | |
4/26/2024 | MBA Advisors LLC | 67,713 | $3.41M | 1.8% | +11.1% | 0.020% | |
4/26/2024 | Prestige Wealth Management Group LLC | 70,100 | $3.53M | 0.8% | -24.6% | 0.020% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 7,247 | $364K | 0.0% | N/A | 0.002% | |
4/26/2024 | Latitude Advisors LLC | 14,142 | $711K | 0.4% | +6.8% | 0.004% | |
4/25/2024 | Carmel Capital Partners LLC | 917,153 | $46.12M | 19.1% | +81.4% | 0.267% | |
4/25/2024 | Professional Financial Advisors LLC | 52,093 | $2.62M | 0.7% | -20.4% | 0.015% | |
4/25/2024 | Capital Investment Advisory Services LLC | 61,192 | $3.08M | 0.3% | +28.2% | 0.018% | |
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4/25/2024 | L.M. Kohn & Company | 155,952 | $7.84M | 2.2% | -11.6% | 0.045% | |
4/25/2024 | GFS Advisors LLC | 15,585 | $784K | 0.1% | -14.4% | 0.005% | |
4/25/2024 | Cascade Investment Advisors Inc. | 9,147 | $460K | 0.3% | +10.6% | 0.003% | |
4/25/2024 | IAG Wealth Partners LLC | 5,538 | $279K | 0.1% | -67.2% | 0.002% | |
4/24/2024 | Private Trust Co. NA | 45,822 | $2.30M | 0.2% | +64.3% | 0.013% | |
4/24/2024 | Activest Wealth Management | 81,258 | $4.09M | 2.0% | N/A | 0.024% | |
4/24/2024 | Acorn Creek Capital LLC | 190,465 | $9.58M | 6.0% | -5.8% | 0.055% | |
4/24/2024 | Hartford Financial Management Inc. | 1,083 | $54K | 0.0% | +39.7% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 5,260 | $265K | 0.0% | N/A | 0.002% | |
4/24/2024 | Essex Financial Services Inc. | 49,279 | $2.48M | 0.2% | -51.2% | 0.014% | |