5/22/2024 | Orleans Capital Management Corp LA | 7,645 | $661K | 0.4% | -14.4% | 0.002% | |
5/21/2024 | Atria Investments Inc | 82,886 | $7.17M | 0.1% | -13.7% | 0.021% | |
5/21/2024 | Sanibel Captiva Trust Company Inc. | 41,094 | $3.55M | 0.1% | +25.1% | 0.010% | |
5/21/2024 | LRI Investments LLC | 134,537 | $11.64M | 1.7% | N/A | 0.034% | |
5/21/2024 | Arrow Financial Corp | 6,945 | $601K | 0.1% | +21.7% | 0.002% | |
5/20/2024 | Pacific Center for Financial Services | 167,533 | $14.49M | 4.1% | +4.4% | 0.043% | |
|
5/17/2024 | Aspect Partners LLC | 1,295 | $112K | 0.1% | +21.0% | 0.000% | |
5/17/2024 | Citizens Financial Group Inc. RI | 501,517 | $43.37M | 1.4% | -2.4% | 0.127% | |
5/17/2024 | First Citizens Asset Management Inc. | 37,955 | $3.28M | 1.0% | -73.7% | 0.010% | |
5/17/2024 | XML Financial LLC | 4,209 | $364K | 0.0% | -70.2% | 0.001% | |
5/17/2024 | William Howard & Co Financial Advisors Inc | 12,582 | $1.09M | 1.0% | N/A | 0.003% | |
5/17/2024 | Tandem Capital Management Corp ADV | 3,460 | $299K | 0.2% | -16.6% | 0.001% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 15,497 | $1.34M | 0.1% | -2.7% | 0.004% | |
5/17/2024 | Comerica Bank | 226,419 | $19.58M | 0.1% | -29.2% | 0.058% | |
5/17/2024 | Hancock Whitney Corp | 48,000 | $4.15M | 0.1% | +11.9% | 0.012% | |
5/17/2024 | Wiser Advisor Group LLC | 5,384 | $468K | 0.7% | +4.4% | 0.001% | |
5/16/2024 | Jane Street Group LLC | 95,169 | $8.23M | 0.0% | N/A | 0.024% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 115,943 | $10.03M | 0.2% | +74.9% | 0.029% | |
5/16/2024 | Ancora Advisors LLC | 122,158 | $10.56M | 0.2% | -0.9% | 0.031% | |
5/16/2024 | Sweeney & Michel LLC | 12,553 | $1.05M | 0.5% | N/A | 0.003% | |
5/16/2024 | Bayesian Capital Management LP | 14,029 | $1.21M | 0.1% | +77.6% | 0.004% | |
5/16/2024 | Benchmark Investment Advisors LLC | 10,181 | $880K | 0.7% | N/A | 0.003% | |
5/16/2024 | Waverly Advisors LLC | 29,621 | $2.56M | 0.1% | +62.0% | 0.008% | |
5/16/2024 | Captrust Financial Advisors | 311,098 | $26.90M | 0.1% | -1.2% | 0.079% | |
5/16/2024 | Ashford Capital Management Inc. | 33,704 | $2.92M | 0.4% | N/A | 0.009% | |
5/15/2024 | Ascent Group LLC | 5,953 | $515K | 0.0% | -8.4% | 0.002% | |
5/15/2024 | SVB Wealth LLC | 121,862 | $10.54M | 0.2% | +46.0% | 0.031% | |
5/15/2024 | Transcendent Capital Group LLC | 37,225 | $3.22M | 1.8% | -17.1% | 0.009% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 47,116 | $4.08M | 0.4% | -3.3% | 0.012% | |
5/15/2024 | Manhattan West Asset Management LLC | 37,595 | $3.25M | 0.8% | +28.7% | 0.010% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 9,092 | $787K | 0.0% | N/A | 0.002% | |
5/15/2024 | BOKF NA | 178,045 | $15.14M | 0.3% | -0.5% | 0.045% | |
5/15/2024 | LRI Investments LLC | 134,850 | $11.21M | 1.5% | N/A | 0.034% | |
5/15/2024 | 1832 Asset Management L.P. | 823,435 | $71.21M | 0.0% | +150.0% | 0.209% | |
5/14/2024 | Biltmore Family Office LLC | 43,345 | $3.75M | 0.7% | -12.5% | 0.011% | |
5/14/2024 | Capital Group Private Client Services Inc. | 23,638 | $2.04M | 0.0% | +7.7% | 0.006% | |
5/14/2024 | Axxcess Wealth Management LLC | 23,248 | $2.01M | 0.1% | -9.7% | 0.006% | |
5/14/2024 | EP Wealth Advisors LLC | 24,902 | $2.15M | 0.0% | -8.1% | 0.006% | |
5/14/2024 | Freestone Capital Holdings LLC | 83,967 | $7.26M | 0.3% | -0.7% | 0.021% | |
5/14/2024 | CreativeOne Wealth LLC | 182,987 | $15.83M | 0.6% | +17.2% | 0.046% | |
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5/14/2024 | Sax Wealth Advisors LLC | 22,990 | $1.99M | 0.2% | -1.6% | 0.006% | |
5/14/2024 | Northwest Wealth Management LLC | 14,480 | $1.25M | 0.3% | -3.2% | 0.004% | |
5/14/2024 | Natixis | 5,988 | $518K | 0.0% | +5.9% | 0.002% | |
5/14/2024 | InterOcean Capital Group LLC | 32,348 | $2.80M | 0.1% | +41.8% | 0.008% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 16,003 | $1.38M | 0.1% | -1.1% | 0.004% | |
5/13/2024 | Bessemer Group Inc. | 12,025 | $1.04M | 0.0% | -17.5% | 0.003% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 13,619 | $1.18M | 1.0% | -35.3% | 0.003% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 5,982 | $517K | 0.0% | +130.8% | 0.002% | |
5/13/2024 | Ameritas Investment Partners Inc. | 153,762 | $13.30M | 0.5% | +1.7% | 0.039% | |
5/11/2024 | Spreng Capital Management Inc. | 3,395 | $294K | 0.2% | -9.0% | 0.001% | |
5/11/2024 | MAS Advisors LLC | 133,117 | $11.51M | 13.3% | +0.8% | 0.034% | |
5/11/2024 | Trustmark National Bank Trust Department | 31,033 | $2.68M | 0.2% | -43.8% | 0.008% | |
5/11/2024 | Davis R M Inc. | 4,717 | $408K | 0.0% | -3.1% | 0.001% | |
5/11/2024 | ESL Trust Services LLC | 931 | $81K | 0.0% | N/A | 0.000% | |
5/11/2024 | Orion Capital Management LLC | 11,460 | $991K | 0.5% | -24.6% | 0.003% | |
5/11/2024 | Ironwood Investment Counsel LLC | 6,276 | $543K | 0.1% | -2.5% | 0.002% | |
5/11/2024 | Catalytic Wealth RIA LLC | 22,072 | $1.91M | 0.4% | N/A | 0.006% | |
5/11/2024 | Northern Capital Management Inc. | 4,623 | $400K | 0.3% | +36.1% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 11,605 | $1.00M | 0.1% | +23.4% | 0.003% | |
5/11/2024 | Retirement Financial Solutions LLC | 14,061 | $1.22M | 0.6% | -17.1% | 0.004% | |
5/10/2024 | Osaic Holdings Inc. | 895,576 | $77.46M | 0.2% | -22.1% | 0.228% | |
5/10/2024 | Blue Barn Wealth LLC | 12,073 | $1.04M | 0.6% | +1.8% | 0.003% | |
5/10/2024 | Rodgers & Associates LTD | 182,687 | $15.80M | 2.0% | +1.5% | 0.046% | |
5/10/2024 | TIAA Trust National Association | 242,475 | $20.97M | 0.1% | +14.1% | 0.062% | |
5/10/2024 | Vanguard Group Inc. | 23,026 | $1.99M | 0.0% | +9.7% | 0.006% | |
5/10/2024 | Viawealth LLC | 10,419 | $901K | 0.6% | -1.7% | 0.003% | |
5/10/2024 | Magnolia Wealth Management LLC | 178,429 | $15.30M | 6.3% | +96.3% | 0.045% | |
5/10/2024 | Clearstead Trust LLC | 23,121 | $2M | 0.5% | +3,241.2% | 0.006% | |
5/10/2024 | Nicolet Advisory Services LLC | 15,640 | $1.35M | 0.1% | -5.9% | 0.004% | |
5/10/2024 | First Foundation Advisors | 40,490 | $3.50M | 0.1% | +16.5% | 0.010% | |
5/10/2024 | ARK & TLK Investments LLC | 37,116 | $3.21M | 1.0% | +3.3% | 0.009% | |
5/10/2024 | Tocqueville Asset Management L.P. | 10,352 | $895K | 0.0% | -42.5% | 0.003% | |
5/10/2024 | Truepoint Inc. | 24,938 | $2.16M | 0.1% | -48.3% | 0.006% | |
5/10/2024 | Nwam LLC | 109,454 | $9.38M | 0.8% | +1.8% | 0.028% | |
5/9/2024 | Kure Advisory LLC | 24,750 | $2.14M | 1.8% | +3.5% | 0.006% | |
5/9/2024 | Brighton Jones LLC | 26,376 | $2.28M | 0.1% | +6.2% | 0.007% | |
5/9/2024 | Private Portfolio Partners LLC | 13,519 | $1.17M | 0.2% | +1.0% | 0.003% | |
5/9/2024 | Orion Portfolio Solutions LLC | 29,031 | $2.51M | 0.0% | +35.0% | 0.007% | |
5/9/2024 | Blair William & Co. IL | 177,453 | $15.35M | 0.0% | -0.6% | 0.045% | |
5/9/2024 | HBK Sorce Advisory LLC | 2,794 | $242K | 0.0% | N/A | 0.001% | |
5/9/2024 | Kingsview Wealth Management LLC | 63,314 | $5.48M | 0.1% | +2.7% | 0.016% | |
5/9/2024 | JDM Financial Group LLC | 44,732 | $3.87M | 2.8% | +6.7% | 0.011% | |
5/9/2024 | SageView Advisory Group LLC | 94,118 | $8.14M | 0.4% | +263.9% | 0.024% | |
5/9/2024 | Texas Yale Capital Corp. | 29,941 | $2.59M | 0.1% | +14.9% | 0.008% | |
5/9/2024 | Angeles Wealth Management LLC | 4,459 | $386K | 0.0% | +53.2% | 0.001% | |
5/9/2024 | Endowment Wealth Management Inc. | 11,985 | $1.04M | 0.8% | +21.9% | 0.003% | |
5/9/2024 | Patton Fund Management Inc. | 17,217 | $1.49M | 0.3% | +192.3% | 0.004% | |
5/9/2024 | Koshinski Asset Management Inc. | 7,400 | $640K | 0.1% | -35.4% | 0.002% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 94,560 | $8.18M | 0.0% | N/A | 0.024% | |
5/8/2024 | Financial & Tax Architects LLC | 25,905 | $2.24M | 0.6% | +1.0% | 0.007% | |
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5/8/2024 | Motley Fool Wealth Management LLC | 11,819 | $1.02M | 0.1% | +11.0% | 0.003% | |
5/8/2024 | Tanglewood Wealth Management Inc. | 213,289 | $18.45M | 2.3% | +36.4% | 0.054% | |
5/8/2024 | Bleakley Financial Group LLC | 24,022 | $2.08M | 0.1% | +52.1% | 0.006% | |
5/8/2024 | Neumann Capital Management LLC | 75,101 | $6.50M | 2.3% | +2.8% | 0.019% | |
5/8/2024 | Heritage Wealth Advisors | 3,346 | $289K | 0.0% | -50.1% | 0.001% | |
5/8/2024 | Avantax Advisory Services Inc. | 752,822 | $65.10M | 0.6% | +1.4% | 0.191% | |
5/8/2024 | US Bancorp DE | 5,368,378 | $464.26M | 0.6% | -0.7% | 1.364% | |
5/8/2024 | Watershed Private Wealth LLC | 4,227 | $366K | 0.2% | -56.7% | 0.001% | |
5/8/2024 | Headlands Technologies LLC | 1,846 | $160K | 0.0% | N/A | 0.000% | |
5/7/2024 | Anson Capital Inc. | 5,047 | $436K | 0.6% | -11.2% | 0.001% | |