7/11/2025 | Quad Cities Investment Group LLC | 33,909 | $1.05M | 0.5% | +3.8% | 0.002% | |
7/11/2025 | Farther Finance Advisors LLC | 64,966 | $2.02M | 0.0% | +49.0% | 0.003% | |
7/11/2025 | Busey Bank | 35,701 | $1.11M | 0.0% | -4.2% | 0.002% | |
7/11/2025 | UMB Bank n.a. | 54,338 | $1.69M | 0.0% | -1.0% | 0.003% | |
7/11/2025 | AA Financial Advisors LLC | 12,283 | $381K | 0.1% | +101.9% | 0.001% | |
7/11/2025 | Miller Howard Investments Inc. NY | 3,358,259 | $104.14M | 3.3% | +0.7% | 0.155% | |
7/11/2025 | SeaCrest Wealth Management LLC | 24,122 | $748K | 0.1% | -1.6% | 0.001% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 590,640 | $18.32M | 0.0% | N/A | 0.027% | |
7/10/2025 | Clare Market Investments LLC | 13,326 | $413K | 0.1% | -6.0% | 0.001% | |
7/10/2025 | Kozak & Associates Inc. | 2,678 | $85K | 0.0% | +114.8% | 0.000% | |
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7/10/2025 | ARS Wealth Advisors Group LLC | 9,224 | $286K | 0.0% | +12.2% | 0.000% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 480,180 | $15.13M | 0.4% | -0.5% | 0.022% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 1,163,897 | $36.67M | 0.1% | +4.3% | 0.054% | |
7/10/2025 | HWG Holdings LP | 18,317 | $568K | 0.2% | +2.4% | 0.001% | |
7/10/2025 | Chickasaw Capital Management LLC | 5,515,066 | $171.02M | 6.8% | +1.5% | 0.254% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 91,654 | $2.84M | 0.1% | -7.5% | 0.004% | |
7/9/2025 | Gilman Hill Asset Management LLC | 202,833 | $6.29M | 1.0% | -0.7% | 0.009% | |
7/9/2025 | Central Valley Advisors LLC | 55,786 | $1.73M | 0.6% | +458.5% | 0.003% | |
7/9/2025 | Chesley Taft & Associates LLC | 19,044 | $591K | 0.0% | -11.6% | 0.001% | |
7/9/2025 | Procyon Advisors LLC | 7,444 | $231K | 0.0% | +9.6% | 0.000% | |
7/9/2025 | Fermata Advisors LLC | 10,727 | $333K | 0.1% | +10.9% | 0.000% | |
7/9/2025 | Keystone Wealth Services LLC | 13,498 | $419K | 0.1% | -3.1% | 0.001% | |
7/9/2025 | Thrive Wealth Management LLC | 7,197 | $223K | 0.0% | N/A | 0.000% | |
7/9/2025 | Renaissance Investment Group LLC | 232,194 | $7.20M | 1.6% | -0.3% | 0.011% | |
7/9/2025 | Silverberg Bernstein Capital Management LLC | 58,480 | $1.81M | 1.2% | +1.7% | 0.003% | |
7/9/2025 | Veracity Capital LLC | 41,386 | $1.28M | 0.4% | +1.5% | 0.002% | |
7/8/2025 | Northstar Advisory Group LLC | 30,346 | $941K | 0.5% | N/A | 0.001% | |
7/8/2025 | Chemistry Wealth Management LLC | 11,149 | $346K | 0.1% | +9.5% | 0.001% | |
7/8/2025 | Atwood & Palmer Inc. | 8,931 | $277K | 0.0% | +33.3% | 0.000% | |
7/8/2025 | Atlas Brown Inc. | 11,703 | $363K | 0.1% | +6.5% | 0.001% | |
7/8/2025 | Webster Bank N. A. | 2,166 | $67K | 0.0% | +44.4% | 0.000% | |
7/8/2025 | Allen Mooney & Barnes Investment Advisors LLC | 341,630 | $10.59M | 1.7% | -1.0% | 0.016% | |
7/8/2025 | Adams Asset Advisors LLC | 248,234 | $7.70M | 1.1% | +1.6% | 0.011% | |
7/8/2025 | Parallel Advisors LLC | 46,686 | $1.45M | 0.0% | -0.7% | 0.002% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 17,883 | $555K | 0.1% | +7.7% | 0.001% | |
7/7/2025 | Teamwork Financial Advisors LLC | 38,289 | $1.19M | 0.1% | -2.6% | 0.002% | |
7/7/2025 | Wesbanco Bank Inc. | 38,812 | $1.20M | 0.0% | +11.9% | 0.002% | |
7/7/2025 | Fractal Investments LLC | 1,937,243 | $60.07M | 8.6% | -6.8% | 0.089% | |
7/7/2025 | Kings Path Partners LLC | 2,706 | $84K | 0.0% | -29.5% | 0.000% | |
7/7/2025 | Somerset Trust Co | 18,035 | $559K | 0.2% | N/A | 0.001% | |
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7/7/2025 | Walnut Private Equity Partners LLC | 265,978 | $8.25M | 4.8% | -62.3% | 0.012% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,535 | $141K | 0.0% | +14.0% | 0.000% | |
7/7/2025 | Douglas Lane & Associates LLC | 14,834 | $460K | 0.0% | +4.7% | 0.001% | |
7/7/2025 | RDA Financial Network | 21,076 | $654K | 0.2% | -1.9% | 0.001% | |
7/2/2025 | HBW Advisory Services LLC | 28,846 | $895K | 0.1% | +3.1% | 0.001% | |
7/2/2025 | Howard Financial Services LTD. | 115,985 | $3.60M | 0.5% | +23.9% | 0.005% | |
7/2/2025 | Doliver Advisors LP | 98,213 | $3.05M | 0.8% | -0.7% | 0.005% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 51,192 | $1.59M | 0.1% | -1.7% | 0.002% | |
7/1/2025 | Harbor Investment Advisory LLC | 16,163 | $501K | 0.0% | +9.5% | 0.001% | |
7/1/2025 | GP Brinson Investments LLC | 577,929 | $17.92M | 7.6% | -22.3% | 0.027% | |
6/10/2025 | BROOKFIELD Corp ON | 4,698,769 | $160.42M | 0.9% | +2.8% | 0.217% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 129,290 | $4.41M | 2.2% | -1.0% | 0.006% | |
6/2/2025 | Hodges Capital Management Inc. | 17,676 | $603K | 0.1% | -4.0% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 24,020 | $820K | 0.0% | -2.0% | 0.001% | |
5/28/2025 | Ellsworth Advisors LLC | 185,323 | $6.33M | 1.7% | +705.0% | 0.009% | |
5/27/2025 | Advisors Capital Management LLC | 13,250 | $452K | 0.0% | +3.9% | 0.001% | |
5/22/2025 | Rollins Financial Advisors LLC | 146,381 | $5.00M | 0.9% | +6.9% | 0.007% | |
5/21/2025 | McAdam LLC | 31,774 | $1.09M | 0.1% | +7.8% | 0.001% | |
5/21/2025 | Acadian Asset Management LLC | 90,525 | $3.09M | 0.0% | -55.2% | 0.004% | |
5/21/2025 | Geneos Wealth Management Inc. | 26,231 | $896K | 0.0% | +2.2% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 50,337 | $1.72M | 0.1% | -12.2% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 836,936 | $28.57M | 0.1% | +68.0% | 0.039% | |
5/20/2025 | Integrity Alliance LLC. | 110,721 | $3.78M | 0.1% | N/A | 0.005% | |
5/20/2025 | Anchor Investment Management LLC | 36,335 | $1.24M | 0.1% | +2.8% | 0.002% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 10,828 | $370K | 0.3% | -8.3% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 62,640 | $2.14M | 0.0% | N/A | 0.003% | |
5/19/2025 | Legacy Advisory Services LLC | 8,604 | $294K | 0.2% | N/A | 0.000% | |
5/16/2025 | Windsor Advisory Group LLC | 51,673 | $1.76M | 2.3% | -2.5% | 0.002% | |
5/16/2025 | McIlrath & Eck LLC | 5,427 | $185K | 0.0% | +1,771.4% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 242,961 | $8.30M | 0.1% | +16.7% | 0.011% | |
5/16/2025 | Arete Wealth Advisors LLC | 14,720 | $503K | 0.0% | -44.9% | 0.001% | |
5/16/2025 | Everstar Asset Management LLC | 7,000 | $239K | 0.0% | -10.0% | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 18,968,518 | $647.59M | 0.1% | -10.7% | 0.875% | |
5/16/2025 | Petrus Trust Company LTA | 610,000 | $20.83M | 1.9% | -24.7% | 0.028% | |
5/16/2025 | Pingora Partners LLC | 3,000 | $102K | 0.1% | -12.9% | 0.000% | |
5/16/2025 | Plancorp LLC | 11,197 | $382K | 0.0% | -25.4% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 273,226 | $9.33M | 0.1% | -6.4% | 0.013% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,003,573 | $375.66M | 0.9% | +4.3% | 0.507% | |
5/16/2025 | Integrated Wealth Concepts LLC | 85,621 | $2.92M | 0.0% | -14.9% | 0.004% | |
5/16/2025 | Greenline Partners LLC | 63,400 | $2.16M | 0.3% | +10.3% | 0.003% | |
5/16/2025 | Corigliano Investment Advisers LLC | 128,400 | $4.38M | 1.9% | N/A | 0.006% | |
5/16/2025 | Curi RMB Capital LLC | 54,554 | $1.86M | 0.0% | -26.7% | 0.003% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 1,000 | $34K | 0.0% | -33.3% | 0.000% | |
5/16/2025 | Advisors Asset Management Inc. | 164,588 | $5.62M | 0.1% | +33.7% | 0.008% | |
5/16/2025 | AlphaQ Advisors LLC | 95,785 | $3.27M | 7.8% | +4.5% | 0.004% | |
5/16/2025 | Ancora Advisors LLC | 166,642 | $5.69M | 0.1% | -1.5% | 0.008% | |
5/15/2025 | Promethium Advisors LLC | 56,640 | $1.93M | 1.2% | +3.2% | 0.003% | |
5/15/2025 | Chiron Capital Management LLC | 68,367 | $2.33M | 2.1% | -1.9% | 0.003% | |
5/15/2025 | EP Wealth Advisors LLC | 183,410 | $6.26M | 0.1% | +0.4% | 0.008% | |
5/15/2025 | First Manhattan CO. LLC. | 405,148 | $13.83M | 0.0% | N/A | 0.019% | |
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5/15/2025 | Royal Bank of Canada | 3,613,027 | $123.35M | 0.0% | 0.0% | 0.167% | |
5/15/2025 | Beck Mack & Oliver LLC | 989,310 | $33.78M | 0.7% | -18.8% | 0.046% | |
5/15/2025 | Energy Income Partners LLC | 12,789,579 | $436.64M | 8.4% | -9.0% | 0.590% | |
5/15/2025 | MAI Capital Management | 615,755 | $21.02M | 0.2% | -3.8% | 0.028% | |
5/15/2025 | Harber Asset Management LLC | 363,019 | $12.39M | 4.4% | +36.2% | 0.017% | |
5/15/2025 | Ashford Capital Management Inc. | 166,570 | $5.69M | 0.7% | -2.3% | 0.008% | |
5/15/2025 | New Vernon Investment Management LLC | 16,271 | $555K | 0.7% | -90.1% | 0.001% | |
5/15/2025 | OLD Mission Capital LLC | 11,081 | $378K | 0.0% | N/A | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 949,326 | $32.41M | 1.1% | -5.9% | 0.044% | |
5/15/2025 | Tortoise Investment Management LLC | 4,920 | $168K | 0.0% | +80.9% | 0.000% | |