4/19/2024 | FORVIS Wealth Advisors LLC | 16,825 | $491K | 0.0% | -7.1% | 0.001% | |
4/19/2024 | Everett Harris & Co. CA | 78,389 | $2.29M | 0.0% | -2.7% | 0.004% | |
4/19/2024 | Teamwork Financial Advisors LLC | 167,739 | $4.90M | 0.8% | -32.5% | 0.008% | |
4/19/2024 | Veracity Capital LLC | 38,461 | $1.12M | 0.4% | +1.6% | 0.002% | |
4/19/2024 | Insight Folios Inc | 260,811 | $7.61M | 3.1% | -4.7% | 0.012% | |
4/19/2024 | Oak Harvest Investment Services | 15,680 | $458K | 0.1% | -5.8% | 0.001% | |
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4/19/2024 | Wealthstar Advisors LLC | 20,356 | $594K | 0.2% | -1.7% | 0.001% | |
4/19/2024 | Kovack Advisors Inc. | 35,367 | $1.03M | 0.1% | -12.8% | 0.002% | |
4/19/2024 | Norden Group LLC | 20,097 | $587K | 0.0% | N/A | 0.001% | |
4/19/2024 | Bourgeon Capital Management LLC | 197,199 | $5.75M | 1.1% | -0.6% | 0.009% | |
4/19/2024 | Valley National Advisers Inc. | 32,431 | $946K | 0.1% | -1.5% | 0.001% | |
4/19/2024 | E&G Advisors LP | 52,104 | $1.52M | 0.5% | +0.9% | 0.002% | |
4/19/2024 | Valeo Financial Advisors LLC | 99,052 | $2.89M | 0.0% | -0.5% | 0.005% | |
4/18/2024 | SeaCrest Wealth Management LLC | 17,199 | $502K | 0.1% | -30.6% | 0.001% | |
4/18/2024 | Requisite Capital Management LLC | 30,734 | $897K | 0.2% | -22.9% | 0.001% | |
4/18/2024 | MV Capital Management Inc. | 11,492 | $335K | 0.0% | -7.0% | 0.001% | |
4/18/2024 | Applied Capital LLC FL | 36,401 | $1.06M | 0.9% | +66.6% | 0.002% | |
4/18/2024 | Woodmont Investment Counsel LLC | 180,895 | $5.28M | 0.4% | -11.2% | 0.008% | |
4/18/2024 | Steele Capital Management Inc. | 18,347 | $535K | 0.0% | +6.4% | 0.001% | |
4/18/2024 | Hexagon Capital Partners LLC | 5,746 | $168K | 0.0% | +7.9% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 27,278 | $796K | 0.1% | -2.9% | 0.001% | |
4/18/2024 | Diversified Trust Co | 13,301 | $388K | 0.0% | -8.3% | 0.001% | |
4/18/2024 | Aviance Capital Partners LLC | 14,675 | $428K | 0.1% | +51.7% | 0.001% | |
4/18/2024 | Pettinga Financial Advisors LLC | 21,609 | $631K | 0.2% | -1.8% | 0.001% | |
4/18/2024 | Barry Investment Advisors LLC | 7,089 | $207K | 0.1% | N/A | 0.000% | |
4/18/2024 | SteelPeak Wealth LLC | 33,975 | $991K | 0.0% | N/A | 0.002% | |
4/18/2024 | Chatham Capital Group Inc. | 75,041 | $2.19M | 0.4% | -4.7% | 0.003% | |
4/17/2024 | Stephens Consulting LLC | 1,000 | $29K | 0.0% | N/A | 0.000% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 7,201 | $210K | 0.1% | -10.0% | 0.000% | |
4/17/2024 | Red Door Wealth Management LLC | 49,989 | $1.46M | 0.3% | +7.4% | 0.002% | |
4/17/2024 | Private Ocean LLC | 15,609 | $455K | 0.0% | +164.8% | 0.001% | |
4/17/2024 | Griffin Asset Management Inc. | 36,541 | $1.07M | 0.1% | -5.4% | 0.002% | |
4/16/2024 | Garrison Bradford & Associates Inc. | 18,082 | $528K | 0.5% | -9.5% | 0.001% | |
4/16/2024 | Avity Investment Management Inc. | 54,387 | $1.59M | 0.1% | N/A | 0.003% | |
4/16/2024 | Financial Management Professionals Inc. | 36,352 | $1.06M | 0.2% | +1,249.9% | 0.002% | |
4/16/2024 | Guyasuta Investment Advisors Inc. | 28,808 | $841K | 0.1% | -2.8% | 0.001% | |
4/16/2024 | Register Financial Advisors LLC | 16,478 | $481K | 0.2% | -4.9% | 0.001% | |
4/16/2024 | Howard Financial Services LTD. | 87,675 | $2.56M | 0.4% | +1.6% | 0.004% | |
4/16/2024 | Pasadena Private Wealth LLC | 28,515 | $832K | 0.2% | +11.6% | 0.001% | |
4/16/2024 | Overbrook Management Corp | 39,577 | $1.16M | 0.3% | N/A | 0.002% | |
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4/16/2024 | Chesley Taft & Associates LLC | 15,500 | $452K | 0.0% | -83.6% | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 910,198 | $26.56M | 0.1% | +3.3% | 0.042% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 68,076 | $1.99M | 0.1% | +511.2% | 0.003% | |
4/15/2024 | Sovereign Financial Group Inc. | 10,986 | $321K | 0.1% | +15.1% | 0.001% | |
4/15/2024 | Future Financial Wealth Managment LLC | 6,130 | $179K | 0.1% | -21.5% | 0.000% | |
4/15/2024 | Sunbelt Securities Inc. | 201,683 | $5.89M | 0.7% | +31.5% | 0.009% | |
4/15/2024 | CFM Wealth Partners LLC | 160,250 | $4.68M | 0.9% | +12.9% | 0.007% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 17,466 | $510K | 0.1% | N/A | 0.001% | |
4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 7,513 | $219K | 0.1% | N/A | 0.000% | |
4/15/2024 | Sound Income Strategies LLC | 10,154 | $296K | 0.0% | -54.3% | 0.000% | |
4/15/2024 | West Paces Advisors Inc. | 2,900 | $85K | 0.0% | -25.6% | 0.000% | |
4/15/2024 | Diversified Investment Strategies LLC | 7,405 | $216K | 0.1% | N/A | 0.000% | |
4/13/2024 | Evanson Asset Management LLC | 79,360 | $2.32M | 0.2% | +16.8% | 0.004% | |
4/13/2024 | Quad Cities Investment Group LLC | 29,122 | $850K | 0.5% | -3.8% | 0.001% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 92,503 | $2.70M | 0.1% | +15.4% | 0.004% | |
4/12/2024 | Gilman Hill Asset Management LLC | 208,411 | $6.08M | 1.1% | -1.7% | 0.010% | |
4/12/2024 | Charles Schwab Trust Co | 69,900 | $2.04M | 0.2% | +6.7% | 0.003% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 354,916 | $10.37M | 2.0% | +0.2% | 0.016% | |
4/12/2024 | Doliver Advisors LP | 100,928 | $2.95M | 0.8% | -0.5% | 0.005% | |
4/12/2024 | Miller Howard Investments Inc. NY | 3,220,815 | $93.98M | 3.1% | +2.2% | 0.149% | |
4/12/2024 | GP Brinson Investments LLC | 743,733 | $21.70M | 9.3% | +174.0% | 0.034% | |
4/12/2024 | AdvisorNet Financial Inc | 6,927 | $202K | 0.0% | -38.5% | 0.000% | |
4/12/2024 | True North Advisors LLC | 110,068 | $3.21M | 0.9% | N/A | 0.005% | |
4/11/2024 | Birch Capital Management LLC | 176,996 | $5.17M | 2.7% | -1.7% | 0.008% | |
4/11/2024 | International Assets Investment Management LLC | 44,077 | $1.30M | 0.0% | -0.8% | 0.002% | |
4/11/2024 | Douglas Lane & Associates LLC | 19,604 | $572K | 0.0% | +27.4% | 0.001% | |
4/11/2024 | &PARTNERS | 7,742 | $226K | 0.0% | -91.8% | 0.000% | |
4/11/2024 | Matthew Goff Investment Advisor LLC | 7,350 | $214K | 0.0% | N/A | 0.000% | |
4/11/2024 | Sanders Morris Harris LLC | 548,888 | $16.02M | 3.1% | +6,126.0% | 0.025% | |
4/11/2024 | Optimum Investment Advisors | 41,804 | $1.22M | 0.6% | -1.2% | 0.002% | |
4/11/2024 | RFG Advisory LLC | 9,841 | $287K | 0.0% | -12.7% | 0.000% | |
4/11/2024 | Cadent Capital Advisors LLC | 7,648 | $223K | 0.1% | N/A | 0.000% | |
4/10/2024 | Marcum Wealth LLC | 17,020 | $497K | 0.1% | -3.0% | 0.001% | |
4/10/2024 | Inscription Capital LLC | 619,622 | $18.13M | 6.2% | +96.0% | 0.029% | |
4/10/2024 | Park Avenue Securities LLC | 32,577 | $951K | 0.0% | N/A | 0.002% | |
4/10/2024 | American National Bank | 20,469 | $597K | 0.1% | +1,005.2% | 0.001% | |
4/10/2024 | Grandview Asset Management LLC | 13,340 | $389K | 0.2% | +3.7% | 0.001% | |
4/9/2024 | Welch Group LLC | 12,863 | $375K | 0.0% | +25.8% | 0.001% | |
4/9/2024 | Neville Rodie & Shaw Inc. | 91,553 | $2.67M | 0.2% | -3.1% | 0.004% | |
4/9/2024 | Mather Group LLC. | 27,238 | $795K | 0.0% | -6.1% | 0.001% | |
4/8/2024 | Walnut Private Equity Partners LLC | 681,000 | $19.87M | 12.6% | +1.3% | 0.031% | |
4/5/2024 | First Hawaiian Bank | 18,244 | $532K | 0.0% | -48.5% | 0.001% | |
4/5/2024 | Chickasaw Capital Management LLC | 5,429,687 | $158.44M | 7.6% | -2.2% | 0.250% | |
4/5/2024 | Norman Fields Gottscho Capital Management LLC | 12,490 | $364K | 0.1% | -15.0% | 0.001% | |
4/5/2024 | Madison Park Capital Advisors LLC | 7,200 | $210K | 0.2% | N/A | 0.000% | |
4/5/2024 | CWM LLC | 47,820 | $1.40M | 0.0% | +9.9% | 0.002% | |
4/4/2024 | Moody National Bank Trust Division | 90,932 | $2.65M | 0.2% | +2.4% | 0.004% | |
4/4/2024 | Cullen Investment Group LTD. | 284,724 | $8.47M | 1.3% | -0.5% | 0.013% | |
4/4/2024 | Moseley Investment Management Inc. | 48,999 | $1.43M | 0.7% | -3.8% | 0.002% | |
4/2/2024 | ST Germain D J Co. Inc. | 20,200 | $589K | 0.0% | +2.5% | 0.001% | |
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3/28/2024 | Newbridge Financial Services Group Inc. | 10,135 | $267K | 0.1% | +59.8% | 0.000% | |
3/26/2024 | Fairman Group LLC | 16,155 | $426K | 0.4% | N/A | 0.001% | |
3/22/2024 | Livelsberger Financial Advisory | 1,843 | $49K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,318,526 | $34.74M | 0.0% | -1.9% | 0.061% | |
3/21/2024 | Addis & Hill Inc | 23,321 | $674K | 0.6% | N/A | 0.001% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 827,198 | $21.80M | 0.6% | -2.5% | 0.038% | |
3/14/2024 | Hennessy Advisors Inc. | 266,400 | $7.02M | 0.4% | +20.3% | 0.012% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 2,000 | $53K | 0.0% | N/A | 0.000% | |
3/14/2024 | Leo Wealth LLC | 24,314 | $645K | 0.1% | N/A | 0.001% | |
3/13/2024 | MONECO Advisors LLC | 95,225 | $2.51M | 0.5% | +419.1% | 0.004% | |