3/15/2024 | B. Riley Wealth Advisors Inc. | 801,612 | $11.06M | 0.3% | -5.6% | 0.024% | |
3/14/2024 | Ables Iannone Moore & Associates Inc. | 2,500 | $34K | 0.0% | N/A | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 13,394 | $0.19M | 0.0% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 12,945 | $0.18M | 0.0% | -29.4% | 0.000% | |
3/1/2024 | Creekmur Asset Management LLC | 7,115 | $98K | 0.0% | N/A | 0.000% | |
3/1/2024 | ARK & TLK Investments LLC | 25,814 | $0.36M | 0.1% | N/A | 0.001% | |
|
2/29/2024 | Scarborough Advisors LLC | 26,227 | $0.36M | 0.1% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 45,062 | $0.62M | 0.0% | +46.0% | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 16,015 | $0.22M | 0.0% | +45.3% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 62,080 | $0.86M | 0.1% | +7.2% | 0.002% | |
2/23/2024 | Chicago Partners Investment Group LLC | 2,790,047 | $39.26M | 1.8% | +6.4% | 0.083% | |
2/22/2024 | Scarborough Advisors LLC | 6,901 | $95K | 0.0% | N/A | 0.000% | |
2/20/2024 | Prospect Financial Services LLC | 268,286 | $3.70M | 3.7% | N/A | 0.009% | |
2/20/2024 | Voisard Asset Management Group Inc. | 8,776 | $0.12M | 0.1% | N/A | 0.000% | |
2/16/2024 | Wesbanco Bank Inc. | 15,942 | $0.22M | 0.0% | -11.5% | 0.001% | |
2/16/2024 | Burford Brothers Inc. | 120,822 | $1.67M | 1.2% | N/A | 0.004% | |
2/16/2024 | Hobbs Group Advisors LLC | 7,910 | $0.11M | 0.0% | N/A | 0.000% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 20,150 | $0.28M | 0.0% | N/A | 0.001% | |
2/16/2024 | CMG Global Holdings LLC | 13,926 | $0.20M | 0.1% | +8.7% | 0.000% | |
2/16/2024 | Childress Capital Advisors LLC | 1,118,330 | $15.43M | 4.6% | -0.5% | 0.036% | |
2/16/2024 | DRW Securities LLC | 120,330 | $1.66M | 0.0% | N/A | 0.004% | |
2/16/2024 | Harbour Investments Inc. | 115,005 | $1.59M | 0.1% | -37.1% | 0.004% | |
2/16/2024 | Security National Bank of Sioux City Iowa IA | 32,825 | $0.45M | 0.3% | +89.7% | 0.001% | |
2/15/2024 | Ashford Capital Management Inc. | 40,843 | $0.56M | 0.1% | +13.9% | 0.001% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 166,236 | $2.29M | 0.0% | +11.1% | 0.005% | |
2/15/2024 | Townsquare Capital LLC | 770,715 | $10.64M | 0.2% | -1.7% | 0.025% | |
2/15/2024 | Main Street Group LTD | 2,499 | $34K | 0.0% | N/A | 0.000% | |
2/15/2024 | Horizon Kinetics Asset Management LLC | 179,905 | $2.48M | 0.1% | -0.8% | 0.006% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 1,285,014 | $17.73M | 0.4% | +680.0% | 0.041% | |
2/15/2024 | Barclays PLC | 8,454,439 | $116.67M | 0.0% | -31.7% | 0.269% | |
2/15/2024 | Primoris Wealth Advisors LLC | 22,500 | $0.31M | 0.3% | N/A | 0.001% | |
2/15/2024 | Modera Wealth Management LLC | 10,890 | $0.15M | 0.0% | -9.1% | 0.000% | |
2/15/2024 | Modern Wealth Management LLC | 22,428 | $0.31M | 0.0% | N/A | 0.001% | |
2/15/2024 | Nwam LLC | 19,424 | $0.27M | 0.0% | +6.5% | 0.001% | |
2/15/2024 | Nokomis Capital L.L.C. | 113,679 | $1.57M | 0.5% | -31.9% | 0.004% | |
2/15/2024 | Northern Right Capital Management L.P. | 223,638 | $3.09M | 1.2% | -15.2% | 0.007% | |
2/15/2024 | Nuveen Asset Management LLC | 285,303 | $3.94M | 0.0% | -49.2% | 0.009% | |
2/15/2024 | Patient Capital Management LLC | 5,610,917 | $77.43M | 4.1% | -0.1% | 0.178% | |
2/15/2024 | First Reserve GP XIII Ltd | 23,340,380 | $322.10M | 100.0% | N/A | 0.742% | |
2/15/2024 | Fort Sheridan Advisors LLC | 215,945 | $2.98M | 0.6% | +5.8% | 0.007% | |
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2/15/2024 | Gamco Investors INC. ET AL | 18,755 | $0.26M | 0.0% | N/A | 0.001% | |
2/15/2024 | Bradley Foster & Sargent Inc. CT | 10,390 | $0.14M | 0.0% | N/A | 0.000% | |
2/15/2024 | Buckingham Strategic Partners LLC | 31,326 | $0.43M | 0.0% | +15.8% | 0.001% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 63,279 | $0.87M | 0.0% | +1.3% | 0.002% | |
2/15/2024 | Blackstone Inc. | 149,380,392 | $2.06B | 9.3% | -0.7% | 4.750% | |
2/15/2024 | Clear Street Markets LLC | 337,600 | $4.66M | 0.4% | -8.6% | 0.011% | |
2/15/2024 | Cohen & Steers Inc. | 3,085,074 | $42.57M | 0.1% | +28.6% | 0.098% | |
2/14/2024 | Royal Bank of Canada | 4,716,562 | $65.09M | 0.0% | +28.8% | 0.150% | |
2/14/2024 | Mairs & Power Inc. | 27,500 | $0.38M | 0.0% | N/A | 0.001% | |
2/14/2024 | Pathstone Holdings LLC | 789,548 | $10.90M | 0.1% | N/A | 0.025% | |
2/14/2024 | Pinnacle Holdings LLC | 190,171 | $2.62M | 1.1% | +55.3% | 0.006% | |
2/14/2024 | Lavaca Capital LLC | 192,800 | $2.66M | 1.5% | -1.4% | 0.006% | |
2/14/2024 | Waverly Advisors LLC | 222,531 | $3.07M | 0.1% | N/A | 0.007% | |
2/14/2024 | Kestra Advisory Services LLC | 71,905 | $0.99M | 0.0% | N/A | 0.002% | |
2/14/2024 | Avenir Corp | 444,705 | $6.14M | 0.5% | -0.8% | 0.014% | |
2/14/2024 | Creative Planning | 543,532 | $7.50M | 0.0% | +5.0% | 0.017% | |
2/14/2024 | Garner Asset Management Corp | 3,000 | $42K | 0.0% | N/A | 0.000% | |
2/14/2024 | RMB Capital Management LLC | 74,695 | $1.03M | 0.0% | +25.8% | 0.002% | |
2/14/2024 | First Financial Bankshares Inc | 14,814 | $0.20M | 0.0% | N/A | 0.000% | |
2/14/2024 | Tortoise Index Solutions LLC | 1,567,042 | $21.63M | 4.0% | +11.4% | 0.050% | |
2/14/2024 | BOKF NA | 642,538 | $8.87M | 0.2% | +0.5% | 0.020% | |
2/14/2024 | Icon Wealth Advisors LLC | 168,226 | $2.32M | 0.2% | N/A | 0.005% | |
2/14/2024 | MGO One Seven LLC | 30,597 | $0.42M | 0.0% | +103.9% | 0.001% | |
2/14/2024 | Cullen Capital Management LLC | 349,149 | $4.82M | 0.1% | -19.8% | 0.011% | |
2/14/2024 | Cresset Asset Management LLC | 106,678 | $1.47M | 0.0% | +100.3% | 0.003% | |
2/14/2024 | Mcintyre Freedman & Flynn Investment Advisers Inc. | 15,490 | $0.21M | 0.2% | N/A | 0.000% | |
2/14/2024 | XML Financial LLC | 42,262 | $0.58M | 0.1% | +2.9% | 0.001% | |
2/14/2024 | Sei Investments Co. | 68,027 | $0.94M | 0.0% | +39.3% | 0.002% | |
2/14/2024 | Asset Allocation Strategies LLC | 29,279 | $0.40M | 0.2% | +3.6% | 0.001% | |
2/14/2024 | Evercore Wealth Management LLC | 11,491 | $0.16M | 0.0% | N/A | 0.000% | |
2/14/2024 | Connectus Wealth LLC | 171,229 | $2.36M | 0.0% | +2.7% | 0.005% | |
2/14/2024 | Sentinel Trust Co. LBA | 207,000 | $2.86M | 0.4% | N/A | 0.007% | |
2/14/2024 | Westwood Holdings Group Inc. | 16,785,510 | $231.64M | 2.0% | +6.9% | 0.534% | |
2/14/2024 | Waterloo Capital L.P. | 61,162 | $0.84M | 0.1% | +348.6% | 0.002% | |
2/14/2024 | Cutler Capital Management LLC | 441,212 | $6.09M | 2.5% | +2.1% | 0.014% | |
2/13/2024 | Envestnet Asset Management Inc. | 776,406 | $10.71M | 0.0% | +5.4% | 0.025% | |
2/13/2024 | Stephens Inc. AR | 1,021,444 | $14.10M | 0.2% | -1.4% | 0.032% | |
2/13/2024 | Northern Trust Corp | 460,790 | $6.36M | 0.0% | +119.1% | 0.015% | |
2/13/2024 | Exencial Wealth Advisors LLC | 41,896 | $0.58M | 0.0% | -2.9% | 0.001% | |
2/13/2024 | Gabelli Funds LLC | 1,265,108 | $17.46M | 0.1% | +0.3% | 0.040% | |
2/13/2024 | Bollard Group LLC | 740,250 | $10.22M | 0.4% | +2.3% | 0.024% | |
2/13/2024 | Cetera Advisor Networks LLC | 585,815 | $8.08M | 0.0% | +15.2% | 0.019% | |
2/13/2024 | Annex Advisory Services LLC | 11,520 | $0.16M | 0.0% | N/A | 0.000% | |
2/13/2024 | Oppenheimer & Co. Inc. | 680,888 | $9.40M | 0.2% | +58.4% | 0.022% | |
2/13/2024 | Tower Research Capital LLC TRC | 12,083 | $0.17M | 0.0% | -54.9% | 0.000% | |
2/13/2024 | DCF Advisers LLC | 310,000 | $4.28M | 2.3% | -16.9% | 0.010% | |
2/13/2024 | First Trust Advisors LP | 267,848 | $3.70M | 0.0% | -9.1% | 0.009% | |
2/13/2024 | Christopher J. Hasenberg Inc | 21,841 | $0.30M | 0.2% | N/A | 0.001% | |
2/13/2024 | Holderness Investments Co. | 52,019 | $0.72M | 0.2% | +3.5% | 0.002% | |
2/13/2024 | Goldman Sachs Group Inc. | 81,532,518 | $1.13B | 0.2% | +28.5% | 2.421% | |
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2/13/2024 | CIBC Private Wealth Group LLC | 13,742,444 | $189.65M | 0.4% | +3.2% | 0.437% | |
2/13/2024 | Belpointe Asset Management LLC | 96,795 | $1.34M | 0.1% | +19.3% | 0.003% | |
2/13/2024 | Peapack Gladstone Financial Corp | 15,320 | $0.21M | 0.0% | -4.5% | 0.000% | |
2/13/2024 | Cornerstone Advisory LLC | 60,451 | $0.83M | 0.1% | +12.8% | 0.002% | |
2/13/2024 | Jones Financial Companies Lllp | 30,670 | $0.42M | 0.0% | N/A | 0.001% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 277,470 | $3.83M | 1.8% | +250.8% | 0.009% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 19,626 | $0.27M | 0.1% | +22.8% | 0.001% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 17,251 | $0.24M | 0.1% | N/A | 0.001% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 3,172 | $44K | 0.0% | -75.8% | 0.000% | |
2/12/2024 | Crestline Management LP | 2,000,000 | $27.60M | 2.3% | N/A | 0.064% | |