5/21/2025 | Indiana Trust & Investment Management Co | 3,057 | $1.43M | 0.5% | -2.2% | 0.000% | |
5/21/2025 | Reliant Investment Partners LLC | 7,800 | $3.66M | 3.7% | -1.9% | 0.001% | |
5/21/2025 | Beacon Capital Management Inc. | 180,547 | $93.93M | 4.7% | -1.2% | 0.029% | |
5/21/2025 | McAdam LLC | 3,350 | $1.57M | 0.1% | -29.2% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 65,160 | $30.56M | 1.0% | +8.0% | 0.010% | |
5/20/2025 | Blue Rock Wealth Management LLC | 7,759 | $3.64M | 3.1% | +17.8% | 0.001% | |
5/20/2025 | Fortis Capital Advisors LLC | 60,179 | $28.22M | 5.7% | -2.1% | 0.010% | |
5/20/2025 | Belpointe Asset Management LLC | 97,955 | $45.93M | 2.4% | -5.0% | 0.016% | |
5/20/2025 | Focus Partners Wealth | 436,136 | $204.58M | 0.5% | +11.3% | 0.070% | |
5/20/2025 | Flaharty Asset Management LLC | 11,516 | $5.40M | 0.8% | -12.1% | 0.002% | |
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5/20/2025 | Strive Asset Management LLC | 41,732 | $19.57M | 13.6% | +29.5% | 0.007% | |
5/20/2025 | Integrity Alliance LLC. | 96,202 | $45.11M | 1.8% | +76.1% | 0.015% | |
5/20/2025 | Ransom Advisory Ltd | 149 | $70K | 0.0% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 41,755 | $19.58M | 1.8% | +1.7% | 0.007% | |
5/20/2025 | Glenview Trust co | 4,259 | $2.00M | 0.0% | -1.3% | 0.001% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 57,786 | $27.10M | 16.5% | -0.6% | 0.009% | |
5/19/2025 | SageView Advisory Group LLC | 8,297 | $3.89M | 0.2% | -0.8% | 0.001% | |
5/19/2025 | Trinity Financial Advisors LLC | 889 | $401K | 0.1% | +17.6% | 0.000% | |
5/19/2025 | Game Plan Financial Advisors LLC | 7,436 | $3.49M | 1.7% | -0.8% | 0.001% | |
5/19/2025 | Client 1ST Advisory Group LLC | 1,063 | $498K | 0.2% | +2.3% | 0.000% | |
5/19/2025 | Alaethes Wealth LLC | 2,938 | $1.38M | 0.5% | -2.1% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 48,005 | $22.52M | 0.3% | N/A | 0.008% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 36,749 | $17.23M | 0.0% | -81.0% | 0.006% | |
5/16/2025 | Prostatis Group LLC | 35,721 | $16.75M | 5.3% | -47.2% | 0.006% | |
5/16/2025 | American Trust | 597 | $280K | 0.1% | -98.7% | 0.000% | |
5/16/2025 | McIlrath & Eck LLC | 23,756 | $11.14M | 1.4% | +16.3% | 0.004% | |
5/16/2025 | Empowered Funds LLC | 28,437 | $13.34M | 0.2% | +484.4% | 0.005% | |
5/16/2025 | AAF Wealth Management LLC | 624 | $293K | 0.2% | -40.9% | 0.000% | |
5/16/2025 | Northeast Financial Consultants Inc | 183,918 | $86.24M | 3.8% | +0.8% | 0.029% | |
5/16/2025 | Faithward Advisors LLC | 8,776 | $4.12M | 0.7% | +10.2% | 0.001% | |
5/16/2025 | Ascent Group LLC | 1,566 | $735K | 0.0% | +10.9% | 0.000% | |
5/16/2025 | Coppell Advisory Solutions LLC | 14,323 | $6.81M | 0.5% | N/A | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 35,159 | $16.49M | 1.2% | -49.4% | 0.006% | |
5/16/2025 | Great Lakes Advisors LLC | 4,558 | $2.14M | 0.0% | +50.5% | 0.001% | |
5/16/2025 | Bell Investment Advisors Inc | 1,337 | $627K | 0.1% | -1.7% | 0.000% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 7,301 | $3.42M | 1.6% | +13.9% | 0.001% | |
5/16/2025 | Caxton Associates LLP | 3,612 | $1.69M | 0.1% | N/A | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 28,368 | $13.30M | 0.4% | +2.6% | 0.005% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 35,700 | $16.77M | 0.6% | -0.9% | 0.006% | |
5/16/2025 | Guardian Partners Inc. | 600 | $273K | 0.0% | -14.3% | 0.000% | |
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5/16/2025 | Kestra Investment Management LLC | 3,411 | $1.60M | 0.1% | +855.5% | 0.001% | |
5/16/2025 | Cape Investment Advisory Inc. | 2,877 | $1.35M | 0.5% | -11.1% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 2,408 | $1.13M | 0.0% | -98.6% | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 3,558 | $1.67M | 1.3% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 9,113 | $4.30M | 0.6% | +1,763.6% | 0.001% | |
5/16/2025 | Tamar Securities LLC | 1,317 | $618K | 0.1% | +27.2% | 0.000% | |
5/16/2025 | Scientech Research LLC | 2,692 | $1.26M | 0.3% | -18.2% | 0.000% | |
5/16/2025 | Sepio Capital LP | 8,863 | $4.16M | 0.3% | +20.6% | 0.001% | |
5/16/2025 | Sheridan Capital Management LLC | 2,705 | $1.27M | 0.9% | +1.5% | 0.000% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 5,570 | $2.61M | 0.7% | -0.4% | 0.001% | |
5/16/2025 | Redwood Financial Network Corp | 2,985 | $1.40M | 1.1% | +1.2% | 0.000% | |
5/16/2025 | Rise Advisors LLC | 1,015 | $476K | 0.2% | -52.6% | 0.000% | |
5/16/2025 | Pacific Center for Financial Services | 97,394 | $45.67M | 12.1% | -3.0% | 0.016% | |
5/16/2025 | Permanens Capital L.P. | 671 | $315K | 0.1% | N/A | 0.000% | |
5/16/2025 | Pinnacle Family Advisors LLC | 14,408 | $6.76M | 3.7% | -31.4% | 0.002% | |
5/16/2025 | Plancorp LLC | 9,248 | $4.34M | 0.2% | -2.0% | 0.001% | |
5/16/2025 | Plotkin Financial Advisors LLC | 19,914 | $9.34M | 5.7% | +2.9% | 0.003% | |
5/16/2025 | New England Asset Management Inc. | 6,627 | $3.11M | 0.5% | N/A | 0.001% | |
5/16/2025 | National Wealth Management Group LLC | 11,892 | $5.58M | 3.7% | +10.7% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 236,203 | $102.42M | 0.6% | -3.8% | 0.038% | |
5/16/2025 | Integrated Wealth Concepts LLC | 205,009 | $96.13M | 1.1% | -5.0% | 0.033% | |
5/16/2025 | Investmark Advisory Group LLC | 5,736 | $2.69M | 1.3% | -2.0% | 0.001% | |
5/16/2025 | Gotham Asset Management LLC | 23,529 | $11.03M | 0.1% | +200.6% | 0.004% | |
5/16/2025 | Hancock Whitney Corp | 9,155 | $4.29M | 0.1% | -12.8% | 0.001% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 149,557 | $70.13M | 1.2% | +7.8% | 0.024% | |
5/16/2025 | Clark Capital Management Group Inc. | 3,880 | $1.82M | 0.0% | +7.8% | 0.001% | |
5/16/2025 | Concentric Capital Strategies LP | 12,199 | $5.72M | 0.5% | -111.1% | 0.002% | |
5/16/2025 | Concorde Asset Management LLC | 2,998 | $1.40M | 0.7% | -84.2% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 524 | $246K | 0.0% | -71.0% | 0.000% | |
5/16/2025 | Brandywine Trust Co. | 688 | $323K | 0.1% | N/A | 0.000% | |
5/16/2025 | Alliancebernstein L.P. | 86,898 | $40.75M | 0.0% | -5.2% | 0.014% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 150 | $70K | 0.0% | -78.4% | 0.000% | |
5/16/2025 | Banque Transatlantique SA | 7,313 | $3.17M | 0.1% | +6,488.3% | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 110,727 | $51.92M | 0.1% | +27.5% | 0.018% | |
5/16/2025 | Atalanta Sosnoff Capital LLC | 11,431 | $5.36M | 0.1% | +3.2% | 0.002% | |
5/16/2025 | AlTi Global Inc. | 28,038 | $13.17M | 0.3% | +5.8% | 0.004% | |
5/16/2025 | Alexis Investment Partners LLC | 17,672 | $8.29M | 4.0% | +2.6% | 0.003% | |
5/16/2025 | Alight Capital Management LP | 25,000 | $11.72M | 5.4% | N/A | 0.004% | |
5/16/2025 | Altimeter Capital Management LP | 988,000 | $463.29M | 9.3% | N/A | 0.158% | |
5/16/2025 | Amundi | 110,903 | $49.98M | 0.0% | +6.3% | 0.018% | |
5/16/2025 | Ancora Advisors LLC | 17,330 | $8.13M | 0.2% | +1.4% | 0.003% | |
5/16/2025 | Aprio Wealth Management LLC | 7,841 | $3.68M | 0.5% | +3.6% | 0.001% | |
5/16/2025 | 1 North Wealth Services LLC | 10,937 | $5.13M | 2.4% | -29.0% | 0.002% | |
5/15/2025 | Paragon Private Wealth Management LLC | 1,453 | $681K | 0.3% | -10.2% | 0.000% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 60,808 | $28.51M | 4.4% | +2.8% | 0.010% | |
5/15/2025 | Family Office Research LLC | 20,055 | $9.40M | 4.6% | +0.4% | 0.003% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 168,616 | $79.07M | 0.4% | +14.0% | 0.027% | |
5/15/2025 | EP Wealth Advisors LLC | 102,385 | $48.01M | 0.4% | -0.2% | 0.016% | |
5/15/2025 | LGL Partners LLC | 20,459 | $9.61M | 4.6% | -36.2% | 0.003% | |
5/15/2025 | First Manhattan CO. LLC. | 8,607 | $4.04M | 0.0% | -2.0% | 0.001% | |
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5/15/2025 | GW Henssler & Associates Ltd. | 745 | $349K | 0.0% | -42.7% | 0.000% | |
5/15/2025 | Capital Investment Counsel LLC | 19,757 | $9.26M | 1.5% | -2.6% | 0.003% | |
5/15/2025 | 1248 Management LLC | 7,114 | $3.34M | 1.8% | -26.2% | 0.001% | |
5/15/2025 | Paloma Partners Management Co | 1,161 | $544K | 0.1% | -89.5% | 0.000% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 29,211 | $13.70M | 0.2% | +10.5% | 0.005% | |
5/15/2025 | First Financial Bankshares Inc | 935 | $438K | 0.0% | -2.6% | 0.000% | |
5/15/2025 | One Wealth Capital Management LLC | 509 | $239K | 0.1% | -5.2% | 0.000% | |
5/15/2025 | Ameriflex Group Inc. | 6,181 | $2.90M | 1.2% | +18.1% | 0.001% | |
5/15/2025 | Flputnam Investment Management Co. | 42,877 | $20.11M | 0.4% | +5.4% | 0.007% | |
5/15/2025 | Point72 Europe London LLP | 64,100 | $30.06M | 2.1% | -44.7% | 0.010% | |