10/17/2025 | Oak Harvest Investment Services | 45,757 | $785K | 0.1% | +7.2% | 0.001% | |
10/17/2025 | Fortitude Family Office LLC | 9,985 | $171K | 0.0% | +275.2% | 0.000% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 430,948 | $7.40M | 0.0% | +3.2% | 0.013% | |
10/17/2025 | HM Payson & Co. | 21,768 | $374K | 0.0% | +30.8% | 0.001% | |
10/17/2025 | Old North State Wealth Management LLC | 297,005 | $5.10M | 2.4% | +3.1% | 0.009% | |
10/17/2025 | 1900 Wealth Management LLC | 206,170 | $3.54M | 0.2% | +1.9% | 0.006% | |
10/17/2025 | Retireful LLC | 38,263 | $657K | 0.6% | -8.9% | 0.001% | |
10/17/2025 | FFG Partners LLC | 1,239,939 | $21.28M | 5.8% | -5.4% | 0.036% | |
10/17/2025 | Mattson Financial Services LLC | 20,637 | $354K | 0.1% | N/A | 0.001% | |
10/17/2025 | Westend Capital Management LLC | 793,440 | $13.62M | 4.0% | +1.9% | 0.023% | |
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10/17/2025 | Archford Capital Strategies LLC | 39,213 | $673K | 0.1% | -3.7% | 0.001% | |
10/17/2025 | Addis & Hill Inc | 70,332 | $1.20M | 0.7% | -2.7% | 0.002% | |
10/17/2025 | Valley National Advisers Inc. | 9,796 | $168K | 0.0% | -8.1% | 0.000% | |
10/17/2025 | Perigon Wealth Management LLC | 39,585 | $679K | 0.0% | +1.7% | 0.001% | |
10/17/2025 | Sowell Financial Services LLC | 349,380 | $6.00M | 0.2% | +5.5% | 0.010% | |
10/17/2025 | Sovereign Financial Group Inc. | 14,038 | $241K | 0.0% | +9.9% | 0.000% | |
10/17/2025 | Bard Financial Services Inc. | 70,750 | $1.21M | 0.1% | +3.7% | 0.002% | |
10/17/2025 | Apollon Wealth Management LLC | 287,784 | $4.94M | 0.1% | -4.4% | 0.008% | |
10/16/2025 | 180 Wealth Advisors LLC | 192,323 | $3.30M | 0.4% | +1.6% | 0.006% | |
10/16/2025 | Carnegie Investment Counsel | 27,685 | $475K | 0.0% | +7.6% | 0.001% | |
10/16/2025 | Griffin Asset Management Inc. | 68,243 | $1.17M | 0.1% | -21.8% | 0.002% | |
10/16/2025 | Stockman Wealth Management Inc. | 64,366 | $1.11M | 0.1% | +1.4% | 0.002% | |
10/16/2025 | HBW Advisory Services LLC | 39,920 | $685K | 0.1% | +3.8% | 0.001% | |
10/16/2025 | Ellsworth Advisors LLC | 124,760 | $2.11M | 0.5% | +15.6% | 0.004% | |
10/16/2025 | Burney Co. | 65,110 | $1.12M | 0.0% | -2.1% | 0.002% | |
10/16/2025 | Asio Capital LLC | 73,500 | $1.26M | 0.2% | +129.7% | 0.002% | |
10/16/2025 | Regent Peak Wealth Advisors LLC | 15,540 | $267K | 0.1% | N/A | 0.000% | |
10/16/2025 | HBK Sorce Advisory LLC | 19,018 | $321K | 0.0% | +3.4% | 0.001% | |
10/16/2025 | Blue Trust Inc. | 17,246 | $296K | 0.0% | +4.9% | 0.001% | |
10/15/2025 | TrueWealth Advisors LLC | 14,404 | $247K | 0.1% | -10.3% | 0.000% | |
10/15/2025 | CWM LLC | 195,533 | $3.36M | 0.0% | +34.5% | 0.006% | |
10/15/2025 | Spirit of America Management Corp NY | 390,200 | $6.70M | 1.3% | -9.2% | 0.011% | |
10/15/2025 | Whitener Capital Management Inc. | 33,425 | $574K | 0.1% | -10.7% | 0.001% | |
10/15/2025 | Independent Wealth Network Inc. | 58,886 | $1.01M | 0.3% | +2.1% | 0.002% | |
10/15/2025 | Inspire Investing LLC | 149,668 | $2.57M | 0.2% | +0.8% | 0.004% | |
10/15/2025 | Cadent Capital Advisors LLC | 21,446 | $368K | 0.1% | +11.7% | 0.001% | |
10/15/2025 | Jeppson Wealth Management LLC | 19,864 | $341K | 0.1% | +4.9% | 0.001% | |
10/15/2025 | World Investment Advisors | 97,718 | $1.68M | 0.0% | +0.8% | 0.003% | |
10/15/2025 | Tritonpoint Wealth LLC | 40,979 | $703K | 0.1% | +41.4% | 0.001% | |
10/15/2025 | Brookstone Capital Management | 237,637 | $4.08M | 0.0% | -4.6% | 0.007% | |
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10/15/2025 | Founders Financial Securities LLC | 75,627 | $1.30M | 0.1% | -1.9% | 0.002% | |
10/15/2025 | Gilman Hill Asset Management LLC | 374,470 | $6.43M | 1.0% | +0.6% | 0.011% | |
10/15/2025 | Albert D Mason Inc. | 74,434 | $1.28M | 0.8% | -6.3% | 0.002% | |
10/15/2025 | Successful Portfolios LLC | 10,504 | $180K | 0.1% | N/A | 0.000% | |
10/15/2025 | Strong Tower Advisory Services | 161,280 | $2.77M | 0.5% | +4.6% | 0.005% | |
10/15/2025 | DAVENPORT & Co LLC | 112,515 | $1.93M | 0.0% | +1.5% | 0.003% | |
10/15/2025 | Meriwether Wealth & Planning LLC | 48,066 | $825K | 0.5% | +4.3% | 0.001% | |
10/15/2025 | Enclave Advisors LLC | 201,431 | $3.46M | 0.5% | -22.3% | 0.006% | |
10/14/2025 | HWG Holdings LP | 31,236 | $536K | 0.1% | N/A | 0.001% | |
10/14/2025 | Wealth Alliance Advisory Group LLC | 50,690 | $870K | 0.2% | -17.7% | 0.001% | |
10/14/2025 | Welch Group LLC | 31,037 | $533K | 0.0% | -3.3% | 0.001% | |
10/14/2025 | Fourpath Capital Management LLC | 874,849 | $15.01M | 2.1% | +0.8% | 0.025% | |
10/14/2025 | Kirr Marbach & Co. LLC IN | 102,573 | $1.76M | 0.3% | -3.1% | 0.003% | |
10/14/2025 | Farther Finance Advisors LLC | 80,938 | $1.39M | 0.0% | +5.7% | 0.002% | |
10/14/2025 | HBK Sorce Advisory LLC | 25,363 | $423K | 0.0% | +37.9% | 0.001% | |
10/14/2025 | LongView Wealth Management | 29,624 | $508K | 0.1% | -9.0% | 0.001% | |
10/14/2025 | Exchange Traded Concepts LLC | 1,606,826 | $27.57M | 0.2% | +5.5% | 0.047% | |
10/14/2025 | Abner Herrman & Brock LLC | 35,000 | $601K | 0.1% | +250.0% | 0.001% | |
10/14/2025 | Walker Asset Management LLC | 14,551 | $250K | 0.1% | +6.0% | 0.000% | |
10/14/2025 | Baldwin Wealth Partners LLC MA | 260,603 | $4.47M | 0.3% | -2.0% | 0.008% | |
10/10/2025 | Sound Income Strategies LLC | 15,077 | $251K | 0.0% | +29.9% | 0.000% | |
10/10/2025 | Corsicana & Co. | 51,040 | $876K | 0.5% | N/A | 0.001% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 23,977 | $411K | 0.0% | +9.8% | 0.001% | |
10/10/2025 | Focus Financial Network Inc. | 25,512 | $438K | 0.0% | -4.9% | 0.001% | |
10/10/2025 | Rydar Equities Inc. | 12,186 | $207K | 0.2% | N/A | 0.000% | |
10/10/2025 | Fiduciary Financial Group LLC | 27,499 | $472K | 0.1% | +19.7% | 0.001% | |
10/9/2025 | Walnut Private Equity Partners LLC | 2,037,500 | $34.96M | 19.8% | +0.1% | 0.059% | |
10/9/2025 | Meadowbrook Wealth Management LLC | 24,000 | $412K | 0.4% | N/A | 0.001% | |
10/9/2025 | Centurion Wealth Management LLC | 12,397 | $213K | 0.0% | +16.4% | 0.000% | |
10/9/2025 | Adams Asset Advisors LLC | 1,416,494 | $24.31M | 3.1% | -0.5% | 0.041% | |
10/9/2025 | Princeton Global Asset Management LLC | 3,875 | $66K | 0.0% | -13.4% | 0.000% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 1,430,621 | $24.55M | 0.7% | +13.7% | 0.042% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 24,741 | $425K | 0.0% | +7.6% | 0.001% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 161,452 | $2.77M | 0.1% | +11.5% | 0.005% | |
10/9/2025 | Fermata Advisors LLC | 15,035 | $258K | 0.1% | +10.4% | 0.000% | |
10/9/2025 | Chapin Davis Inc. | 103,153 | $1.77M | 0.4% | +5.2% | 0.003% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 14,965 | $257K | 0.0% | N/A | 0.000% | |
10/8/2025 | Teamwork Financial Advisors LLC | 20,516 | $352K | 0.0% | -9.5% | 0.001% | |
10/8/2025 | Chesley Taft & Associates LLC | 55,586 | $954K | 0.0% | -11.2% | 0.002% | |
10/8/2025 | Veracity Capital LLC | 36,791 | $631K | 0.2% | +1.9% | 0.001% | |
10/7/2025 | Chickasaw Capital Management LLC | 15,715,688 | $269.68M | 11.0% | -2.7% | 0.458% | |
10/7/2025 | Northside Capital Management LLC | 2,074,617 | $35.60M | 3.3% | +9.9% | 0.060% | |
10/7/2025 | Cullen Investment Group LTD. | 66,100 | $1.11M | 0.1% | +3.4% | 0.002% | |
10/7/2025 | Sonora Investment Management Group LLC | 73,962 | $1.27M | 0.1% | +2.9% | 0.002% | |
10/7/2025 | Sanders Morris Harris LLC | 99,398 | $1.71M | 0.2% | +60.4% | 0.003% | |
10/7/2025 | Hardin Capital Partners LLC | 10,110 | $173K | 0.1% | N/A | 0.000% | |
10/6/2025 | Moody National Bank Trust Division | 42,886 | $736K | 0.1% | -10.6% | 0.001% | |
10/6/2025 | Gradient Investments LLC | 22,573 | $387K | 0.0% | N/A | 0.001% | |
10/6/2025 | Venture Visionary Partners LLC | 139,016 | $2.39M | 0.1% | -5.3% | 0.004% | |
9/30/2025 | Cullen Capital Management LLC | 192,994 | $3.50M | 0.0% | -15.5% | 0.006% | |
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9/29/2025 | Summit Financial Wealth Advisors LLC | 24,209 | $439K | 0.1% | +12.9% | 0.001% | |
9/26/2025 | Corient Private Wealth LLC | 1,690,771 | $30.65M | 0.0% | +223.7% | 0.049% | |
9/22/2025 | GatePass Capital LLC | 25,500 | $462K | 0.3% | +24.4% | 0.001% | |
9/22/2025 | Caldwell Trust Co | 3,022 | $55K | 0.0% | N/A | 0.000% | |
9/12/2025 | Valeo Financial Advisors LLC | 213,331 | $3.87M | 0.1% | +17.9% | 0.006% | |
9/10/2025 | WT Wealth Management | 45,594 | $827K | 0.2% | +8.8% | 0.001% | |
9/4/2025 | Osaic Holdings Inc. | 2,872,247 | $52.08M | 0.1% | -2.0% | 0.084% | |
9/2/2025 | FSC Wealth Advisors LLC | 2,750 | $50K | 0.0% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 17,785 | $322K | 0.0% | -14.5% | 0.001% | |
8/25/2025 | Silverlake Wealth Management LLC | 113,219 | $2.05M | 0.6% | +5.3% | 0.003% | |