4/24/2024 | Spire Wealth Management | 3,316 | $879K | 0.0% | -26.5% | 0.001% | |
4/24/2024 | Financial Freedom LLC | 2,080 | $551K | 0.3% | -65.2% | 0.001% | |
4/24/2024 | Essex Financial Services Inc. | 837 | $222K | 0.0% | N/A | 0.000% | |
4/24/2024 | Assenagon Asset Management S.A. | 1,890 | $501K | 0.0% | N/A | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 1,646 | $436K | 0.0% | +70.7% | 0.001% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 2,784 | $738K | 0.4% | -3.6% | 0.001% | |
|
4/23/2024 | Amalgamated Bank | 9,802 | $2.60M | 0.0% | -36.2% | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 12,443 | $3.30M | 0.0% | +2.3% | 0.005% | |
4/23/2024 | Summit Trail Advisors LLC | 70,918 | $18.80M | 0.5% | -8.1% | 0.029% | |
4/23/2024 | Stablepoint Partners LLC | 13,097 | $3.47M | 0.7% | +36.6% | 0.005% | |
4/23/2024 | Accurate Wealth Management LLC | 1,847 | $490K | 0.1% | +9.2% | 0.001% | |
4/23/2024 | Gerber LLC | 5,567 | $1.48M | 1.2% | -6.7% | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 50,925 | $13.50M | 0.0% | +6.1% | 0.021% | |
4/22/2024 | Vishria Bird Financial Group LLC | 1,850 | $490K | 0.2% | N/A | 0.001% | |
4/22/2024 | Nilsine Partners LLC | 6,738 | $1.79M | 0.2% | +1.2% | 0.003% | |
4/22/2024 | PFG Investments LLC | 828 | $220K | 0.0% | N/A | 0.000% | |
4/22/2024 | Raymond James & Associates | 18,685 | $4.95M | 0.0% | -22.7% | 0.008% | |
4/22/2024 | IFM Investors Pty Ltd | 34,600 | $9.17M | 0.1% | +1.1% | 0.014% | |
4/22/2024 | GraniteShares Advisors LLC | 78,000 | $20.68M | 10.9% | N/A | 0.032% | |
4/22/2024 | IDG Technology Venture Investment IV LLC | 332,866 | $88.25M | 99.6% | -37.1% | 0.137% | |
4/20/2024 | Maryland State Retirement & Pension System | 13,440 | $3.56M | 0.1% | +2.0% | 0.006% | |
4/19/2024 | First Trust Direct Indexing L.P. | 3,817 | $1.01M | 0.1% | +26.1% | 0.002% | |
4/19/2024 | Westside Investment Management Inc. | 306 | $81K | 0.0% | -36.4% | 0.000% | |
4/19/2024 | Norden Group LLC | 1,185 | $314K | 0.0% | N/A | 0.000% | |
4/19/2024 | United Capital Management of KS Inc. | 10,460 | $2.77M | 0.6% | +16.8% | 0.004% | |
4/19/2024 | JTC Employer Solutions Trustee Ltd | 3,573 | $918K | 0.1% | +10.6% | 0.001% | |
4/19/2024 | BluePath Capital Management LLC | 2,205 | $585K | 0.4% | N/A | 0.001% | |
4/19/2024 | Sivia Capital Partners LLC | 1,441 | $382K | 0.3% | -30.1% | 0.001% | |
4/19/2024 | Azzad Asset Management Inc. ADV | 1,000 | $265K | 0.0% | N/A | 0.000% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 3,428,620 | $909.00M | 0.6% | -37.8% | 1.415% | |
4/19/2024 | Sloy Dahl & Holst LLC | 49,794 | $13.20M | 3.1% | +1.9% | 0.021% | |
4/18/2024 | SeaCrest Wealth Management LLC | 2,635 | $699K | 0.1% | N/A | 0.001% | |
4/18/2024 | Requisite Capital Management LLC | 1,700 | $451K | 0.1% | -5.6% | 0.001% | |
4/18/2024 | Oxinas Partners Wealth Management LLC | 1,212 | $321K | 0.2% | -7.8% | 0.001% | |
4/18/2024 | CAP Partners LLC | 5,382 | $1.43M | 1.3% | +5.3% | 0.002% | |
4/18/2024 | Refined Wealth Management | 51,848 | $13.75M | 10.1% | -3.2% | 0.021% | |
4/18/2024 | Cullinan Associates Inc. | 302,200 | $80.12M | 4.5% | -0.3% | 0.125% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 7,095 | $1.88M | 0.0% | +9.1% | 0.003% | |
4/18/2024 | Oak Thistle LLC | 1,479 | $392K | 0.4% | -75.1% | 0.001% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,171 | $311K | 0.0% | -43.5% | 0.000% | |
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4/18/2024 | Pettinga Financial Advisors LLC | 1,272 | $337K | 0.1% | N/A | 0.001% | |
4/18/2024 | Compass Ion Advisors LLC | 4,163 | $1.10M | 0.2% | -1.4% | 0.002% | |
4/17/2024 | Fiduciary Alliance LLC | 4,110 | $1.04M | 0.2% | N/A | 0.002% | |
4/17/2024 | Founders Financial Securities LLC | 842 | $223K | 0.0% | N/A | 0.000% | |
4/17/2024 | CRA Financial Services LLC | 1,539 | $408K | 0.1% | -23.6% | 0.001% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 2,196 | $582K | 0.0% | -3.8% | 0.001% | |
4/16/2024 | Tsfg LLC | 799 | $212K | 0.1% | -29.2% | 0.000% | |
4/16/2024 | Touchstone Capital Inc. | 20,177 | $5.35M | 6.7% | -63.9% | 0.008% | |
4/16/2024 | Indiana Trust & Investment Management CO | 465 | $123K | 0.0% | -24.4% | 0.000% | |
4/16/2024 | Hennessy Advisors Inc. | 6,000 | $1.59M | 0.1% | N/A | 0.002% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 1,858 | $493K | 0.3% | +48.9% | 0.001% | |
4/15/2024 | Aletheian Wealth Advisors LLC | 14,780 | $3.92M | 2.1% | -25.2% | 0.006% | |
4/15/2024 | Brookstone Capital Management | 2,153 | $571K | 0.0% | -8.1% | 0.001% | |
4/15/2024 | Sunbelt Securities Inc. | 300 | $80K | 0.0% | +203.0% | 0.000% | |
4/15/2024 | RMR Wealth Builders | 959 | $254K | 0.0% | N/A | 0.000% | |
4/15/2024 | Atlas Capital Advisors LLC | 3,900 | $1.03M | 0.2% | +22.1% | 0.002% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 1,028 | $273K | 0.0% | -36.8% | 0.000% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 1,063 | $282K | 0.1% | N/A | 0.000% | |
4/15/2024 | Diversified Investment Strategies LLC | 13,825 | $3.67M | 2.5% | -34.1% | 0.006% | |
4/12/2024 | Riverview Trust Co | 161 | $43K | 0.0% | N/A | 0.000% | |
4/12/2024 | Keystone Wealth Services LLC | 1,792 | $475K | 0.2% | -2.3% | 0.001% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 1,351 | $358K | 0.1% | -6.4% | 0.001% | |
4/12/2024 | Harbor Investment Advisory LLC | 647 | $172K | 0.0% | +161.9% | 0.000% | |
4/12/2024 | Global Assets Advisory LLC | 77,902 | $20.65M | 0.1% | N/A | 0.032% | |
4/12/2024 | APEIRON CAPITAL Ltd | 409,000 | $108.43M | 43.1% | N/A | 0.169% | |
4/11/2024 | Salem Investment Counselors Inc. | 184 | $49K | 0.0% | +162.9% | 0.000% | |
4/11/2024 | Paragon Capital Management Ltd | 231,660 | $61.42M | 11.0% | +58.6% | 0.096% | |
4/11/2024 | Capital CS Group LLC | 775 | $205K | 0.2% | N/A | 0.000% | |
4/10/2024 | Inscription Capital LLC | 2,159 | $525K | 0.2% | N/A | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 873 | $231K | 0.0% | N/A | 0.000% | |
4/10/2024 | Wedmont Private Capital | 1,562 | $379K | 0.0% | N/A | 0.001% | |
4/10/2024 | Fulton Bank N.A. | 5,400 | $1.43M | 0.1% | +6.4% | 0.002% | |
4/9/2024 | Welch Group LLC | 1,000 | $265K | 0.0% | N/A | 0.000% | |
4/9/2024 | Renaissance Capital LLC | 72,540 | $19.23M | 10.0% | -33.0% | 0.030% | |
4/9/2024 | Mather Group LLC. | 120 | $32K | 0.0% | N/A | 0.000% | |
4/5/2024 | Los Angeles Capital Management LLC | 1,108 | $294K | 0.0% | N/A | 0.000% | |
4/4/2024 | Mass General Brigham Inc | 140,229 | $37.18M | 65.1% | +8.7% | 0.058% | |
4/3/2024 | Strategic Advocates LLC | 2,237 | $593K | 0.2% | N/A | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 2,721 | $473K | 0.0% | N/A | 0.001% | |
3/26/2024 | Fairman Group LLC | 500 | $87K | 0.1% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 5,640 | $981K | 0.0% | +12.1% | 0.002% | |
3/15/2024 | Regis Acquisition Inc. | 1,604 | $279K | 0.1% | N/A | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 8,668 | $1.51M | 0.0% | +59.0% | 0.004% | |
3/13/2024 | Sivia Capital Partners LLC | 2,062 | $359K | 0.2% | N/A | 0.001% | |
3/11/2024 | Vanguard Group Inc. | 14,281,280 | $2.48B | 0.1% | +2.9% | 5.895% | |
3/8/2024 | ICA Group Wealth Management LLC | 805 | $140K | 0.0% | N/A | 0.000% | |
3/5/2024 | Gerber LLC | 5,966 | $1.04M | 0.9% | N/A | 0.002% | |
3/5/2024 | Wellington Management Group LLP | 12,845 | $2.23M | 0.0% | -74.8% | 0.005% | |
3/4/2024 | Vima LLC | 1,499 | $261K | 0.6% | N/A | 0.001% | |
3/1/2024 | Creekmur Asset Management LLC | 157 | $27K | 0.0% | N/A | 0.000% | |
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2/27/2024 | Lazari Capital Management Inc. | 7,694 | $1.34M | 0.8% | -3.3% | 0.003% | |
2/26/2024 | Syon Capital LLC | 1,659 | $289K | 0.0% | N/A | 0.001% | |
2/26/2024 | Integrated Advisors Network LLC | 5,775 | $1.00M | 0.1% | +1.7% | 0.002% | |
2/23/2024 | Gordian Capital Singapore Pte Ltd | 3,386 | $589K | 0.5% | +9.7% | 0.001% | |
2/22/2024 | Scarborough Advisors LLC | 307 | $53K | 0.0% | N/A | 0.000% | |
2/21/2024 | WNY Asset Management LLC | 2,607 | $453K | 0.1% | N/A | 0.001% | |
2/20/2024 | Clarity Capital Partners LLC | 17,672 | $3.07M | 2.2% | N/A | 0.007% | |
2/16/2024 | Burford Brothers Inc. | 6,415 | $1.12M | 0.8% | N/A | 0.003% | |
2/15/2024 | Mission Creek Capital Partners Inc. | 353,247 | $61.44M | 15.8% | N/A | 0.148% | |
2/15/2024 | Oracle Alpha Inc. | 3,894 | $677K | 0.9% | N/A | 0.002% | |