7/25/2025 | Envestnet Portfolio Solutions Inc. | 2,726 | $202K | 0.0% | N/A | 0.001% | |
7/25/2025 | Concord Wealth Partners | 1,383 | $103K | 0.0% | N/A | 0.000% | |
7/25/2025 | Sequoia Financial Advisors LLC | 87,099 | $6.47M | 0.0% | +5.0% | 0.020% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 3,790 | $281K | 0.1% | N/A | 0.001% | |
7/25/2025 | Yousif Capital Management LLC | 6,965 | $517K | 0.0% | +6.5% | 0.002% | |
7/25/2025 | CWM LLC | 6,863 | $509K | 0.0% | +8.1% | 0.002% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 30,222 | $2.24M | 0.0% | +8.8% | 0.007% | |
7/24/2025 | PDS Planning Inc | 6,948 | $516K | 0.0% | +9.0% | 0.002% | |
7/24/2025 | Gunderson Capital Management Inc. | 17,752 | $1.32M | 0.6% | N/A | 0.004% | |
7/24/2025 | Ramirez Asset Management Inc. | 119,637 | $8.88M | 1.3% | +59.1% | 0.027% | |
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7/24/2025 | IFP Advisors Inc | 7,394 | $549K | 0.0% | +20.8% | 0.002% | |
7/24/2025 | Callan Family Office LLC | 5,773 | $429K | 0.0% | N/A | 0.001% | |
7/24/2025 | Blair William & Co. IL | 15,688 | $1.17M | 0.0% | -21.5% | 0.004% | |
7/24/2025 | Capital Advisors Ltd. LLC | 960 | $71K | 0.0% | N/A | 0.000% | |
7/24/2025 | E Fund Management Hong Kong Co. Ltd. | 1,040 | $77K | 0.1% | N/A | 0.000% | |
7/24/2025 | US Bancorp DE | 28,107 | $2.09M | 0.0% | -7.1% | 0.006% | |
7/23/2025 | Hager Investment Management Services LLC | 30,628 | $2.27M | 1.4% | +0.4% | 0.007% | |
7/23/2025 | Trifecta Capital Advisors LLC | 950 | $71K | 0.0% | N/A | 0.000% | |
7/23/2025 | Hall Capital Management Co. Inc. | 3,960 | $294K | 0.1% | N/A | 0.001% | |
7/23/2025 | Pure Portfolios Holdings LLC | 2,844 | $211K | 0.1% | N/A | 0.001% | |
7/23/2025 | Triasima Portfolio Management inc. | 34,350 | $2.55M | 0.5% | -37.4% | 0.008% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,175 | $310K | 0.0% | N/A | 0.001% | |
7/23/2025 | RMG Wealth Management LLC | 1,400 | $112K | 0.0% | N/A | 0.000% | |
7/23/2025 | Meitav Investment House Ltd. | 13,679 | $1.02M | 0.0% | +58.0% | 0.003% | |
7/23/2025 | Tcfg Wealth Management LLC | 23,160 | $1.72M | 0.8% | -23.6% | 0.005% | |
7/23/2025 | Roberts Wealth Advisors LLC | 38,821 | $2.88M | 0.8% | -0.7% | 0.009% | |
7/22/2025 | Capital Advisors Inc. OK | 758,767 | $56.32M | 1.0% | +0.8% | 0.174% | |
7/22/2025 | Belpointe Asset Management LLC | 21,858 | $1.62M | 0.1% | +1.0% | 0.005% | |
7/22/2025 | Autumn Glory Partners LLC | 4,780 | $355K | 0.2% | N/A | 0.001% | |
7/22/2025 | Chung Wu Investment Group LLC | 1,000 | $74K | 0.1% | N/A | 0.000% | |
7/22/2025 | Joule Financial LLC | 23,065 | $1.71M | 0.6% | -1.9% | 0.005% | |
7/22/2025 | DAVENPORT & Co LLC | 13,381 | $993K | 0.0% | -13.8% | 0.003% | |
7/22/2025 | Kercheville Advisors LLC | 38,137 | $2.83M | 1.0% | +128.2% | 0.009% | |
7/22/2025 | Highland Capital Management LLC | 2,700 | $200K | 0.0% | N/A | 0.001% | |
7/22/2025 | Sava Infond d.o.o. | 56,830 | $4.22M | 0.7% | +3.5% | 0.013% | |
7/21/2025 | NTV Asset Management LLC | 78,736 | $5.85M | 0.7% | -0.9% | 0.018% | |
7/21/2025 | Azarias Capital Management L.P. | 96,572 | $7.17M | 3.3% | -13.5% | 0.022% | |
7/21/2025 | Segment Wealth Management LLC | 5,980 | $444K | 0.0% | -2.8% | 0.001% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,660 | $123K | 0.0% | N/A | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,555 | $338K | 0.0% | N/A | 0.001% | |
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7/21/2025 | Synergy Asset Management LLC | 2,852 | $212K | 0.0% | N/A | 0.001% | |
7/21/2025 | Hilltop National Bank | 400 | $30K | 0.0% | N/A | 0.000% | |
7/21/2025 | Hardman Johnston Global Advisors LLC | 21,700 | $1.61M | 0.1% | -10.1% | 0.005% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 139,363 | $10.35M | 0.0% | +129.8% | 0.032% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 4,070 | $302K | 0.0% | -41.0% | 0.001% | |
7/21/2025 | Platinum Investment Management Ltd. | 1,002,144 | $74.38M | 4.9% | -49.3% | 0.230% | |
7/18/2025 | BOCHK Asset Management Ltd | 10,600 | $787K | 0.2% | N/A | 0.002% | |
7/18/2025 | Vigilare Wealth Management | 12,363 | $918K | 0.3% | N/A | 0.003% | |
7/18/2025 | Trust Co. of Vermont | 384 | $29K | 0.0% | +1,029.4% | 0.000% | |
7/18/2025 | PFG Investments LLC | 4,564 | $339K | 0.0% | -21.4% | 0.001% | |
7/18/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 7,000 | $520K | 0.3% | N/A | 0.002% | |
7/18/2025 | Truist Financial Corp | 29,379 | $2.18M | 0.0% | -9.0% | 0.007% | |
7/18/2025 | Union Bancaire Privee UBP SA | 17,404 | $1.29M | 0.0% | +114.0% | 0.004% | |
7/17/2025 | Chicago Capital LLC | 41,051 | $3.05M | 0.1% | +140.0% | 0.009% | |
7/17/2025 | Trivium Point Advisory LLC | 93,812 | $6.96M | 0.8% | +23.6% | 0.022% | |
7/17/2025 | Eagle Wealth Strategies LLC | 9,280 | $689K | 0.4% | -13.1% | 0.002% | |
7/17/2025 | Lee Johnson Capital Management LLC | 10,643 | $790K | 0.3% | N/A | 0.002% | |
7/17/2025 | Oak Family Advisors LLC | 6,065 | $450K | 0.1% | -14.2% | 0.001% | |
7/17/2025 | Janney Montgomery Scott LLC | 75,284 | $5.59M | 0.0% | +2.4% | 0.017% | |
7/17/2025 | Nicholson Meyer Capital Management Inc. | 7,350 | $546K | 0.5% | -13.5% | 0.002% | |
7/17/2025 | Klein Pavlis & Peasley Financial Inc. | 107,177 | $7.96M | 5.3% | -12.3% | 0.025% | |
7/17/2025 | Addenda Capital Inc. | 508,814 | $37.77M | 1.7% | -30.3% | 0.117% | |
7/17/2025 | CWA Asset Management Group LLC | 243,121 | $18.05M | 0.8% | -5.4% | 0.056% | |
7/17/2025 | Ausbil Investment Management Ltd | 11,000 | $815K | 0.5% | +37.5% | 0.003% | |
7/17/2025 | Avior Wealth Management LLC | 2,754 | $204K | 0.0% | N/A | 0.001% | |
7/17/2025 | BayBridge Capital Group LLC | 3,599 | $267K | 0.2% | N/A | 0.001% | |
7/16/2025 | Formidable Asset Management LLC | 12,755 | $947K | 0.1% | -2.8% | 0.003% | |
7/16/2025 | Signaturefd LLC | 8,119 | $603K | 0.0% | +2.4% | 0.002% | |
7/16/2025 | ORG Partners LLC | 992 | $71K | 0.0% | -89.6% | 0.000% | |
7/16/2025 | Rainier Family Wealth Inc. | 34,408 | $2.55M | 2.6% | -0.7% | 0.008% | |
7/16/2025 | MinichMacGregor Wealth Management LLC | 6,208 | $461K | 0.1% | -2.6% | 0.001% | |
7/16/2025 | Ipswich Investment Management Co. Inc. | 50,434 | $3.74M | 0.9% | -10.9% | 0.012% | |
7/16/2025 | Eagle Global Advisors LLC | 5,900 | $438K | 0.0% | -25.3% | 0.001% | |
7/16/2025 | Beaumont Financial Advisors LLC | 4,026 | $299K | 0.0% | N/A | 0.001% | |
7/16/2025 | Congress Asset Management Co. | 69,491 | $5.16M | 0.0% | N/A | 0.016% | |
7/16/2025 | Meyer Handelman Co. | 4,950 | $367K | 0.0% | -4.8% | 0.001% | |
7/16/2025 | Dakota Wealth Management | 31,540 | $2.34M | 0.0% | -5.4% | 0.007% | |
7/16/2025 | Castleview Partners LLC | 4,568 | $339K | 0.2% | N/A | 0.001% | |
7/15/2025 | Regatta Capital Group LLC | 2,932 | $218K | 0.0% | N/A | 0.001% | |
7/15/2025 | TD Private Client Wealth LLC | 1,462 | $109K | 0.0% | -43.8% | 0.000% | |
7/15/2025 | Foster Victor Wealth Advisors LLC | 140,296 | $10.04M | 0.7% | -25.5% | 0.032% | |
7/15/2025 | Public Employees Retirement System of Ohio | 27,186 | $2.02M | 0.0% | -18.9% | 0.006% | |
7/15/2025 | Ballentine Partners LLC | 5,541 | $411K | 0.0% | -33.6% | 0.001% | |
7/15/2025 | Sheets Smith Wealth Management | 11,863 | $881K | 0.1% | N/A | 0.003% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 3,500 | $259K | 0.0% | N/A | 0.001% | |
7/15/2025 | Covea Finance | 1,040,136 | $77.06M | 2.9% | -37.6% | 0.239% | |
7/15/2025 | Focused Wealth Management Inc | 3,348 | $249K | 0.0% | N/A | 0.001% | |
7/14/2025 | E&G Advisors LP | 6,625 | $492K | 0.1% | -2.9% | 0.002% | |
7/14/2025 | Financial Enhancement Group LLC | 36,282 | $2.64M | 0.4% | N/A | 0.008% | |
7/14/2025 | Kapitalo Investimentos Ltda | 86,553 | $6.43M | 1.4% | +1.4% | 0.020% | |
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7/14/2025 | Acropolis Investment Management LLC | 2,767 | $205K | 0.0% | N/A | 0.001% | |
7/14/2025 | S.A. Mason LLC | 2,325 | $173K | 0.1% | -44.0% | 0.001% | |
7/14/2025 | Westend Capital Management LLC | 269,623 | $20.01M | 6.2% | +1.9% | 0.062% | |
7/14/2025 | Foundation Resource Management Inc. | 261,264 | $19.39M | 3.0% | -52.7% | 0.060% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 39,134 | $2.91M | 0.1% | -1.4% | 0.009% | |
7/14/2025 | Pacifica Partners Inc. | 114,733 | $8.39M | 3.4% | -0.9% | 0.026% | |
7/14/2025 | Park Avenue Securities LLC | 7,994 | $593K | 0.0% | -9.4% | 0.002% | |
7/11/2025 | Vanguard Capital Wealth Advisors | 16,540 | $1.23M | 1.2% | +120.4% | 0.004% | |
7/11/2025 | Farther Finance Advisors LLC | 21,912 | $1.63M | 0.0% | +33.5% | 0.005% | |
7/11/2025 | Shelton Wealth Management LLC | 26,455 | $1.96M | 0.9% | +4.3% | 0.006% | |