7/11/2025 | Orrstown Financial Services Inc. | 26,045 | $1.59M | 0.3% | -31.2% | 0.025% | |
7/11/2025 | Farther Finance Advisors LLC | 3,477 | $212K | 0.0% | +3,004.5% | 0.003% | |
7/11/2025 | CMH Wealth Management LLC | 191,772 | $11.69M | 2.7% | -18.0% | 0.182% | |
7/11/2025 | LongView Wealth Management | 7,872 | $480K | 0.1% | +27.6% | 0.007% | |
7/10/2025 | Clare Market Investments LLC | 5,730 | $349K | 0.1% | N/A | 0.005% | |
7/10/2025 | Oldfather Financial Services LLC | 12,809 | $781K | 0.3% | -6.9% | 0.012% | |
7/10/2025 | Charter Oak Capital Management LLC | 140,531 | $8.56M | 0.7% | -5.2% | 0.133% | |
7/10/2025 | Security National Bank | 7,539 | $459K | 0.1% | +44.5% | 0.007% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 100,209 | $6.14M | 0.0% | -1.8% | 0.095% | |
7/10/2025 | Focus Financial Network Inc. | 8,873 | $541K | 0.0% | +4.9% | 0.008% | |
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7/9/2025 | Archer Investment Management LLC | 4,502 | $274K | 0.2% | -25.6% | 0.004% | |
7/9/2025 | Procyon Advisors LLC | 17,154 | $1.05M | 0.1% | -11.7% | 0.016% | |
7/9/2025 | Mirador Capital Partners LP | 7,743 | $472K | 0.1% | +2.4% | 0.007% | |
7/9/2025 | Goelzer Investment Management Inc. | 101,107 | $6.16M | 0.3% | -0.6% | 0.096% | |
7/9/2025 | Aaron Wealth Advisors LLC | 51,504 | $3.14M | 0.3% | -7.8% | 0.049% | |
7/9/2025 | Epiq Partners LLC | 14,652 | $893K | 0.5% | -24.3% | 0.014% | |
7/9/2025 | Presidio Capital Management LLC | 29,319 | $1.79M | 0.7% | -3.4% | 0.028% | |
7/9/2025 | Sandbox Financial Partners LLC | 91,554 | $5.58M | 1.8% | -5.5% | 0.087% | |
7/8/2025 | Advance Capital Management Inc. | 15,299 | $932K | 0.0% | -1.5% | 0.014% | |
7/8/2025 | Legacy Private Trust Co. | 260,979 | $15.90M | 1.0% | -7.7% | 0.247% | |
7/8/2025 | Parallel Advisors LLC | 12,910 | $787K | 0.0% | +95.1% | 0.012% | |
7/7/2025 | O Connor Financial Group LLC | 6,695 | $410K | 0.2% | +19.7% | 0.006% | |
7/7/2025 | Park Edge Advisors LLC | 55,404 | $3.38M | 0.9% | N/A | 0.052% | |
7/2/2025 | Dentgroup LLC | 68,535 | $4.18M | 2.9% | -17.0% | 0.065% | |
7/2/2025 | Central Pacific Bank Trust Division | 58,010 | $3.54M | 0.5% | -10.0% | 0.055% | |
7/1/2025 | Harbor Investment Advisory LLC | 37,442 | $2.28M | 0.2% | +1.8% | 0.036% | |
6/20/2025 | Real Talk Capital LLC | 16,152 | $896K | 1.2% | -10.7% | 0.015% | |
6/16/2025 | Maple Capital Management Inc. | 9,755 | $541K | 0.0% | -14.6% | 0.009% | |
6/5/2025 | Cim LLC | 23,873 | $1.32M | 0.2% | +1.3% | 0.023% | |
6/4/2025 | First Hawaiian Bank | 134,958 | $7.48M | 0.4% | +98.2% | 0.128% | |
5/29/2025 | Rhumbline Advisers | 147,049 | $8.15M | 0.0% | -27.3% | 0.140% | |
5/20/2025 | Fortis Capital Advisors LLC | 42,941 | $2.38M | 0.5% | N/A | 0.041% | |
5/20/2025 | Belpointe Asset Management LLC | 54,843 | $3.04M | 0.2% | +286.8% | 0.052% | |
5/20/2025 | Focus Partners Wealth | 1,421,254 | $78.81M | 0.2% | +4,711.1% | 1.348% | |
5/19/2025 | Jane Street Group LLC | 1,198,953 | $66.48M | 0.0% | +27.6% | 1.138% | |
5/19/2025 | SageView Advisory Group LLC | 8,761 | $486K | 0.0% | -30.4% | 0.008% | |
5/19/2025 | SCS Capital Management LLC | 18,812 | $1.04M | 0.0% | N/A | 0.018% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,222,535 | $67.79M | 0.0% | +1.9% | 1.160% | |
5/16/2025 | Jones Financial Companies Lllp | 31,497 | $1.77M | 0.0% | +160.0% | 0.030% | |
5/16/2025 | NewEdge Advisors LLC | 167,752 | $9.30M | 0.1% | -23.8% | 0.159% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 5,744 | $319K | 0.0% | -15.2% | 0.005% | |
5/16/2025 | Hancock Whitney Corp | 85,704 | $4.75M | 0.2% | +2.9% | 0.081% | |
5/16/2025 | Clark Capital Management Group Inc. | 17,369 | $963K | 0.0% | -97.1% | 0.016% | |
5/16/2025 | Alliancebernstein L.P. | 485,398 | $26.92M | 0.0% | +2.6% | 0.461% | |
5/16/2025 | AQR Capital Management LLC | 19,813 | $1.10M | 0.0% | +8.2% | 0.019% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 315,392 | $17.49M | 0.1% | +137.3% | 0.299% | |
5/15/2025 | EP Wealth Advisors LLC | 1,845 | $102K | 0.0% | N/A | 0.002% | |
5/15/2025 | Flputnam Investment Management Co. | 28,697 | $1.59M | 0.0% | -12.8% | 0.027% | |
5/15/2025 | Royal Bank of Canada | 263,770 | $14.63M | 0.0% | -63.1% | 0.250% | |
5/15/2025 | Baird Financial Group Inc. | 42,815 | $2.37M | 0.0% | -0.5% | 0.041% | |
5/15/2025 | OLD Mission Capital LLC | 200,281 | $11.11M | 0.1% | N/A | 0.190% | |
5/15/2025 | State of Wyoming | 126,430 | $7.01M | 0.9% | -5.6% | 0.120% | |
5/15/2025 | Itau Unibanco Holding S.A. | 454,713 | $25.21M | 0.9% | +15.2% | 0.431% | |
5/15/2025 | Oarsman Capital Inc. | 7,856 | $436K | 0.1% | -24.1% | 0.007% | |
5/15/2025 | BNP Paribas Financial Markets | 851,932 | $47.24M | 0.0% | +1.4% | 0.808% | |
5/14/2025 | Ieq Capital LLC | 43,417 | $2.41M | 0.0% | +39.3% | 0.041% | |
5/14/2025 | Jane Street Group LLC | 1,198,953 | $66.48M | 0.0% | +27.6% | 1.138% | |
5/14/2025 | Comerica Bank | 265,361 | $14.71M | 0.1% | -18.4% | 0.252% | |
5/14/2025 | Freedom Investment Management Inc. | 13,577 | $753K | 0.1% | +106.2% | 0.013% | |
5/14/2025 | Smartleaf Asset Management LLC | 1,192 | $67K | 0.0% | -47.3% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 89,828 | $4.98M | 0.0% | +240.0% | 0.085% | |
5/14/2025 | Haverford Trust Co | 45,616 | $2.53M | 0.0% | -0.6% | 0.043% | |
5/14/2025 | Kestra Advisory Services LLC | 460,744 | $25.55M | 0.1% | +18.0% | 0.437% | |
5/14/2025 | Ameriprise Financial Inc. | 1,069,186 | $59.26M | 0.0% | -22.5% | 1.014% | |
5/14/2025 | Bragg Financial Advisors Inc | 8,817 | $489K | 0.0% | -3.2% | 0.008% | |
5/14/2025 | Partners Capital Investment Group LLP | 54,830 | $3.04M | 0.1% | +28.7% | 0.052% | |
5/14/2025 | PGIM Custom Harvest LLC | 3,950 | $219K | 0.0% | -72.7% | 0.004% | |
5/14/2025 | GM Advisory Group LLC | 772,289 | $42.82M | 2.3% | +13.5% | 0.733% | |
5/14/2025 | RWA Wealth Partners LLC | 44,967 | $2.49M | 0.0% | +1.9% | 0.043% | |
5/14/2025 | Wellington Management Group LLP | 49,762 | $2.76M | 0.0% | -51.5% | 0.047% | |
5/13/2025 | Freestone Capital Holdings LLC | 15,396 | $854K | 0.0% | +1.9% | 0.015% | |
5/13/2025 | CacheTech Inc. | 40,230 | $2.23M | 0.4% | N/A | 0.038% | |
5/13/2025 | Raymond James Financial Inc. | 396,761 | $22M | 0.0% | -42.7% | 0.376% | |
5/13/2025 | Cresset Asset Management LLC | 40,752 | $2.26M | 0.0% | -1.5% | 0.039% | |
5/13/2025 | High Falls Advisors Inc | 6,511 | $361K | 0.1% | N/A | 0.006% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 76,834 | $4.26M | 0.0% | +3.2% | 0.073% | |
5/13/2025 | Heck Capital Advisors LLC | 5,169 | $287K | 0.0% | +30.3% | 0.005% | |
5/13/2025 | Tlwm | 822,823 | $45.63M | 9.1% | -0.1% | 0.781% | |
5/13/2025 | HighTower Advisors LLC | 281,782 | $15.63M | 0.0% | -1.2% | 0.267% | |
5/12/2025 | Todd Asset Management LLC | 21,668 | $1.20M | 0.0% | -90.1% | 0.021% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 40,883 | $2.27M | 0.1% | -1.7% | 0.039% | |
5/12/2025 | King Luther Capital Management Corp | 62,690 | $3.48M | 0.0% | +2.2% | 0.059% | |
5/12/2025 | Polen Capital Management LLC | 58,768 | $3.26M | 0.0% | -84.5% | 0.056% | |
5/12/2025 | Measured Wealth Private Client Group LLC | 9,184 | $509K | 0.2% | N/A | 0.009% | |
5/12/2025 | FSA Wealth Partners Inc. | 13,157 | $730K | 0.3% | N/A | 0.012% | |
5/12/2025 | National Bank of Canada FI | 1,479 | $82K | 0.0% | +81.3% | 0.001% | |
5/12/2025 | AlphaCore Capital LLC | 2,298 | $127K | 0.0% | N/A | 0.002% | |
5/12/2025 | WBH Advisory Inc. | 9,358 | $519K | 0.0% | -31.4% | 0.009% | |
5/9/2025 | Wealthspire Advisors LLC | 13,900 | $771K | 0.0% | +14.6% | 0.013% | |
5/9/2025 | Atria Wealth Solutions Inc. | 20,868 | $1.16M | 0.0% | +9.0% | 0.020% | |
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5/9/2025 | Connable Office Inc. | 12,402 | $688K | 0.1% | +182.8% | 0.012% | |
5/9/2025 | Allianz SE | 702 | $39K | 0.0% | N/A | 0.001% | |
5/9/2025 | Blair William & Co. IL | 296,459 | $16.44M | 0.0% | +3.4% | 0.281% | |
5/9/2025 | Cumberland Advisors Inc. | 149,165 | $8.27M | 3.7% | +0.8% | 0.142% | |
5/9/2025 | M.D. Sass LLC | 61,760 | $3.43M | 0.3% | +25.8% | 0.059% | |
5/8/2025 | US Bancorp DE | 746,220 | $41.38M | 0.3% | -1.9% | 0.708% | |
5/8/2025 | NorthRock Partners LLC | 1,182 | $66K | 0.0% | +18.2% | 0.001% | |
5/8/2025 | Arkadios Wealth Advisors | 55,275 | $3.07M | 0.1% | +22.9% | 0.052% | |
5/8/2025 | First National Trust Co | 41,432 | $2.30M | 0.1% | -2.3% | 0.039% | |
5/8/2025 | Eastern Bank | 58,351 | $3.24M | 0.1% | +595.4% | 0.055% | |