4/30/2025 | Investment Management Associates Inc. ADV | 1,535,334 | $23.45M | 9.6% | -0.6% | 0.727% | |
4/30/2025 | Brown Advisory Inc. | 896,934 | $13.70M | 0.0% | -0.1% | 0.425% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 21,769 | $332K | 0.0% | +83.3% | 0.010% | |
4/29/2025 | Envestnet Asset Management Inc. | 58,036 | $886K | 0.0% | -7.9% | 0.027% | |
4/28/2025 | North Capital Inc. | 3,000 | $46K | 0.0% | N/A | 0.001% | |
4/28/2025 | Fiduciary Group LLC | 21,218 | $324K | 0.0% | +7.1% | 0.010% | |
4/28/2025 | Krane Funds Advisors LLC | 29,230 | $446K | 0.0% | N/A | 0.014% | |
4/25/2025 | Nicholson Meyer Capital Management Inc. | 14,687 | $224K | 0.2% | N/A | 0.007% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 29,000 | $443K | 0.0% | +5.5% | 0.014% | |
4/24/2025 | Mcdaniel Terry & Co. | 119,987 | $1.83M | 0.2% | -5.3% | 0.057% | |
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4/23/2025 | Penn Davis Mcfarland Inc. | 1,861,741 | $28.43M | 3.4% | +16.3% | 0.882% | |
4/22/2025 | Flagship Harbor Advisors LLC | 25,980 | $397K | 0.0% | +6.6% | 0.012% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 395,880 | $6.05M | 0.0% | +1.7% | 0.187% | |
4/21/2025 | Spirit of America Management Corp NY | 218,999 | $3.34M | 0.7% | -10.6% | 0.104% | |
4/21/2025 | LongView Wealth Management | 14,568 | $222K | 0.1% | -8.1% | 0.007% | |
4/21/2025 | ORG Wealth Partners LLC | 14,238 | $218K | 0.1% | N/A | 0.007% | |
4/17/2025 | Exchange Traded Concepts LLC | 7,623 | $116K | 0.0% | +1,258.8% | 0.004% | |
4/16/2025 | GraniteShares Advisors LLC | 179,927 | $2.75M | 1.7% | +6.4% | 0.085% | |
4/10/2025 | Alpha Wealth Funds LLC | 14,000 | $214K | 0.2% | -44.0% | 0.007% | |
4/9/2025 | NBC Securities Inc. | 2,025 | $30K | 0.0% | +202,400.0% | 0.001% | |
4/8/2025 | Doliver Advisors LP | 31,734 | $485K | 0.1% | +2.6% | 0.015% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 23,994 | $350K | 0.0% | +16.9% | 0.011% | |
3/12/2025 | Wealthedge Investment Advisors LLC | 34,586 | $505K | 0.2% | N/A | 0.016% | |
3/7/2025 | Alpha Wealth Funds LLC | 25,000 | $359K | 0.3% | N/A | 0.012% | |
2/17/2025 | Vident Advisory LLC | 31,738 | $463K | 0.0% | +2.7% | 0.015% | |
2/17/2025 | State of Wyoming | 7,333 | $107K | 0.0% | N/A | 0.003% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 28,184 | $411K | 0.0% | N/A | 0.013% | |
2/17/2025 | EP Wealth Advisors LLC | 24,591 | $359K | 0.0% | -10.9% | 0.012% | |
2/17/2025 | Eagle Global Advisors LLC | 149,940 | $2.19M | 0.1% | +61.9% | 0.071% | |
2/17/2025 | Epacria Capital Partners LLC | 578,422 | $8.45M | 7.2% | +5.4% | 0.275% | |
2/17/2025 | Concorde Financial Corp | 483,209 | $7.06M | 4.2% | +0.5% | 0.229% | |
2/17/2025 | CoreCommodity Management LLC | 19,782 | $289K | 0.1% | +12.7% | 0.009% | |
2/17/2025 | Cresset Asset Management LLC | 596,853 | $8.71M | 0.0% | +500.5% | 0.283% | |
2/17/2025 | Cetera Investment Advisers | 26,021 | $380K | 0.0% | +70.2% | 0.012% | |
2/17/2025 | Bramshill Investments LLC | 64,687 | $944K | 0.1% | -4.4% | 0.031% | |
2/17/2025 | Brown Advisory Inc. | 897,934 | $13.11M | 0.0% | -5.0% | 0.426% | |
2/17/2025 | Bank of America Corp DE | 1,947,202 | $28.43M | 0.0% | -13.5% | 0.924% | |
2/17/2025 | Aptus Capital Advisors LLC | 333,996 | $4.88M | 0.1% | N/A | 0.159% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 95,050 | $1.39M | 0.0% | -3.0% | 0.045% | |
2/14/2025 | Northern Trust Corp | 303,314 | $4.43M | 0.0% | N/A | 0.144% | |
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2/14/2025 | Beacon Pointe Advisors LLC | 93,293 | $1.36M | 0.0% | +48.9% | 0.044% | |
2/14/2025 | Virtus ETF Advisers LLC | 11,838 | $173K | 0.1% | +14.1% | 0.006% | |
2/14/2025 | Guardian Wealth Management Inc. | 10,457 | $153K | 0.1% | -19.6% | 0.005% | |
2/14/2025 | IHT Wealth Management LLC | 23,251 | $339K | 0.0% | +8.8% | 0.011% | |
2/14/2025 | Stifel Financial Corp | 172,225 | $2.51M | 0.0% | -0.9% | 0.082% | |
2/14/2025 | First Trust Advisors LP | 356,782 | $5.21M | 0.0% | -1.9% | 0.169% | |
2/14/2025 | Cadence Bank | 38,325 | $560K | 0.0% | +38.6% | 0.018% | |
2/13/2025 | Evergreen Capital Management LLC | 321,220 | $4.69M | 0.2% | -2.8% | 0.152% | |
2/13/2025 | Jump Financial LLC | 12,690 | $185K | 0.0% | N/A | 0.006% | |
2/13/2025 | Mariner LLC | 50,721 | $741K | 0.0% | -5.1% | 0.024% | |
2/13/2025 | Barclays PLC | 37,395 | $546K | 0.0% | -6.3% | 0.018% | |
2/13/2025 | Raymond James Financial Inc. | 288,412 | $4.21M | 0.0% | N/A | 0.137% | |
2/13/2025 | Invesco Ltd. | 81,554 | $1.19M | 0.0% | -7.7% | 0.039% | |
2/13/2025 | Aristides Capital LLC | 34,396 | $502K | 0.1% | +8.4% | 0.016% | |
2/13/2025 | Envestnet Asset Management Inc. | 63,042 | $920K | 0.0% | -1.5% | 0.030% | |
2/13/2025 | Rahlfs Capital LLC | 84,267 | $1.23M | 1.1% | N/A | 0.040% | |
2/13/2025 | Annandale Capital LLC | 14,382 | $210K | 0.0% | +5.5% | 0.007% | |
2/13/2025 | Wells Fargo & Company MN | 85,726 | $1.25M | 0.0% | +13.1% | 0.041% | |
2/12/2025 | Franklin Resources Inc. | 72,357 | $1.06M | 0.0% | -3.6% | 0.034% | |
2/12/2025 | CIBC Private Wealth Group LLC | 149,470 | $2.19M | 0.0% | -33.3% | 0.071% | |
2/12/2025 | JPMorgan Chase & Co. | 19,714 | $288K | 0.0% | +294.3% | 0.009% | |
2/11/2025 | LPL Financial LLC | 136,076 | $1.99M | 0.0% | +13.5% | 0.065% | |
2/11/2025 | Virtu Financial LLC | 34,374 | $502K | 0.0% | N/A | 0.016% | |
2/11/2025 | Fiduciary Group LLC | 19,812 | $289K | 0.0% | +16.8% | 0.009% | |
2/10/2025 | Axxcess Wealth Management LLC | 19,415 | $283K | 0.0% | +10.2% | 0.009% | |
2/10/2025 | Corient Private Wealth LLC | 106,242 | $1.55M | 0.0% | +6.5% | 0.050% | |
2/10/2025 | Commonwealth Equity Services LLC | 18,945 | $277K | 0.0% | -26.6% | 0.009% | |
2/7/2025 | HighTower Advisors LLC | 408,918 | $5.97M | 0.0% | +1.0% | 0.194% | |
2/7/2025 | Moors & Cabot Inc. | 97,950 | $1.43M | 0.1% | +4.8% | 0.046% | |
2/6/2025 | Raymond James Financial Inc. | 288,412 | $4.21M | 0.0% | N/A | 0.137% | |
2/6/2025 | Clark Estates Inc. NY | 160,368 | $2.34M | 0.5% | -10.8% | 0.076% | |
2/6/2025 | Bahl & Gaynor Inc. | 61,500 | $898K | 0.0% | +10.8% | 0.029% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 57,790 | $844K | 0.0% | +341.5% | 0.027% | |
2/6/2025 | Gruss & Co. LLC | 71,016 | $1.04M | 4.4% | +17.2% | 0.034% | |
2/6/2025 | Jones Financial Companies Lllp | 2,000 | $29K | 0.0% | +100.0% | 0.001% | |
2/4/2025 | GraniteShares Advisors LLC | 169,027 | $2.47M | 1.6% | +16.2% | 0.080% | |
2/4/2025 | Colonial River Investments LLC | 19,415 | $283K | 0.1% | +10.2% | 0.009% | |
2/3/2025 | Investment Management Associates Inc. ADV | 1,544,182 | $22.55M | 9.8% | +30.8% | 0.733% | |
2/3/2025 | LMG Wealth Partners LLC | 150,245 | $2.19M | 0.5% | N/A | 0.071% | |
2/3/2025 | Corps Capital Advisors LLC | 15,800 | $231K | 0.2% | N/A | 0.007% | |
1/31/2025 | Mraz Amerine & Associates Inc. | 123,405 | $1.80M | 0.3% | -1.5% | 0.059% | |
1/31/2025 | Truist Financial Corp | 22,288 | $325K | 0.0% | -38.4% | 0.011% | |
1/29/2025 | Clarus Group Inc. | 333,996 | $4.88M | 1.7% | -0.3% | 0.159% | |
1/29/2025 | Bristlecone Advisors LLC | 45,551 | $665K | 0.1% | +40.5% | 0.022% | |
1/27/2025 | Spirit of America Management Corp NY | 244,999 | $3.58M | 0.7% | -23.0% | 0.116% | |
1/27/2025 | MAS Advisors LLC | 25,568 | $373K | 0.6% | -12.4% | 0.012% | |
1/23/2025 | Custom Index Systems LLC | 64,013 | $935K | 0.5% | -13.4% | 0.030% | |
1/21/2025 | Flagship Harbor Advisors LLC | 24,378 | $356K | 0.0% | +7.8% | 0.012% | |
1/16/2025 | Penn Davis Mcfarland Inc. | 1,601,182 | $23.38M | 2.5% | +18.1% | 0.760% | |
1/15/2025 | LongView Wealth Management | 15,844 | $231K | 0.1% | -44.7% | 0.008% | |
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1/13/2025 | Moody National Bank Trust Division | 18,913 | $276K | 0.0% | +35.2% | 0.009% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 33,738 | $509K | 0.0% | +64.3% | 0.016% | |
12/26/2024 | JPMorgan Chase & Co. | 5,000 | $76K | 0.0% | N/A | 0.002% | |
11/19/2024 | Barclays PLC | 39,925 | $603K | 0.0% | -47.7% | 0.019% | |
11/15/2024 | Barclays PLC | 39,925 | $603K | 0.0% | -47.7% | 0.018% | |
11/15/2024 | EP Wealth Advisors LLC | 27,591 | $417K | 0.0% | N/A | 0.012% | |
11/15/2024 | Jane Street Group LLC | 10,783 | $163K | 0.0% | -92.4% | 0.005% | |
11/15/2024 | Stifel Financial Corp | 173,775 | $2.62M | 0.0% | +9.6% | 0.077% | |
11/15/2024 | HighTower Advisors LLC | 404,828 | $6.11M | 0.0% | +1.7% | 0.180% | |
11/15/2024 | Hilltop Holdings Inc. | 19,300 | $291K | 0.0% | +47.3% | 0.009% | |