6/5/2023 | EP Wealth Advisors LLC | 1,305 | $0.27M | 0.0% | N/A | 0.000% | |
6/5/2023 | Level Four Advisory Services LLC | 44,993 | $0.56M | 0.0% | -33.3% | 0.001% | |
6/1/2023 | ORG Partners LLC | 324,538 | $4.06M | 1.0% | N/A | 0.010% | |
6/1/2023 | Searle & CO. | 14,945 | $0.19M | 0.1% | -14.3% | 0.000% | |
5/26/2023 | Fortis Group Advisors LLC | 40,660 | $0.52M | 0.2% | N/A | 0.001% | |
5/26/2023 | ProShare Advisors LLC | 254,962 | $3.18M | 0.0% | N/A | 0.008% | |
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5/24/2023 | Old North State Trust LLC | 17,739 | $0.22M | 0.2% | -13.8% | 0.001% | |
5/23/2023 | Old North State Trust LLC | 229 | $0.22M | 0.2% | -98.9% | 0.000% | |
5/23/2023 | Toroso Investments LLC | 104,432 | $1.30M | 0.0% | +32.1% | 0.003% | |
5/22/2023 | Arete Wealth Advisors LLC | 36,648 | $0.46M | 0.0% | N/A | 0.001% | |
5/22/2023 | Ameriprise Financial Inc. | 301,214 | $3.76M | 0.0% | +4.0% | 0.010% | |
5/18/2023 | SkyView Investment Advisors LLC | 42,876 | $0.54M | 0.1% | N/A | 0.001% | |
5/18/2023 | Titleist Asset Management LLC | 10,691 | $0.13M | 0.0% | N/A | 0.000% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 687,700 | $8.58M | 0.2% | +7.5% | 0.022% | |
5/17/2023 | Advisory Services Network LLC | 193,925 | $2.42M | 0.1% | +11.0% | 0.006% | |
5/17/2023 | Rockefeller Capital Management L.P. | 3,000,032 | $37.41M | 0.2% | +4.5% | 0.096% | |
5/17/2023 | Wagner Wealth Management LLC | 50,484 | $0.63M | 0.3% | +10.6% | 0.002% | |
5/17/2023 | Chevy Chase Trust Holdings LLC | 55,501 | $0.69M | 0.0% | -1.9% | 0.002% | |
5/17/2023 | Thrivent Financial for Lutherans | 23,573 | $0.29M | 0.0% | +10.6% | 0.001% | |
5/17/2023 | Sunbelt Securities Inc. | 177,471 | $2.21M | 0.4% | +8.3% | 0.006% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 134,640 | $1.68M | 0.0% | +16.7% | 0.004% | |
5/16/2023 | MidWestOne Financial Group Inc. | 35,494 | $0.44M | 0.1% | +194.8% | 0.001% | |
5/16/2023 | PCA Investment Advisory Services Inc. | 11,961 | $0.15M | 0.1% | N/A | 0.000% | |
5/16/2023 | Colony Group LLC | 22,523 | $0.28M | 0.0% | -21.6% | 0.001% | |
5/16/2023 | Apollon Wealth Management LLC | 189,274 | $2.36M | 0.1% | +18.3% | 0.006% | |
5/16/2023 | Ruggaard & Associates LLC | 12,987 | $0.16M | 0.1% | N/A | 0.000% | |
5/16/2023 | Snowden Capital Advisors LLC | 52,307 | $0.65M | 0.0% | +49.6% | 0.002% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 287,542 | $3.59M | 0.1% | +8.0% | 0.009% | |
5/16/2023 | Strategic Investment Solutions Inc. IL | 2,045 | $25K | 0.0% | N/A | 0.000% | |
5/16/2023 | First Manhattan CO. LLC. | 53,000 | $0.66M | 0.0% | -18.2% | 0.002% | |
5/16/2023 | First Trust Advisors LP | 287,258 | $3.58M | 0.0% | +3.1% | 0.009% | |
5/16/2023 | Fiduciary Group LLC | 30,856 | $0.38M | 0.0% | +36.4% | 0.001% | |
5/16/2023 | Geode Capital Management LLC | 108,692 | $1.36M | 0.0% | +3.3% | 0.003% | |
5/16/2023 | Harbour Investments Inc. | 175,661 | $2.19M | 0.1% | +9.2% | 0.006% | |
5/16/2023 | HBK Sorce Advisory LLC | 36,645 | $0.70M | 0.0% | +15.0% | 0.001% | |
5/16/2023 | Alden Global Capital LLC | 41,117 | $0.51M | 1.7% | N/A | 0.001% | |
5/16/2023 | Annandale Capital LLC | 922,952 | $11.51M | 3.6% | +0.2% | 0.029% | |
5/16/2023 | Brookfield Corp ON | 12,891,655 | $160.76M | 0.6% | -4.3% | 0.410% | |
5/16/2023 | Belpointe Asset Management LLC | 173,126 | $2.16M | 0.1% | +20.9% | 0.006% | |
5/15/2023 | Lido Advisors LLC | 93,408 | $1.17M | 0.0% | +122.5% | 0.003% | |
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5/15/2023 | Moneta Group Investment Advisors LLC | 137,460 | $1.71M | 0.0% | +15.3% | 0.004% | |
5/15/2023 | First Dallas Securities Inc. | 82,424 | $1.03M | 0.6% | +8.3% | 0.003% | |
5/15/2023 | Retirement Investment Advisors Inc. | 16,618 | $0.21M | 0.0% | -12.4% | 0.001% | |
5/15/2023 | Cornerstone Wealth Management LLC | 22,767 | $0.28M | 0.0% | N/A | 0.001% | |
5/15/2023 | IHT Wealth Management LLC | 162,310 | $2.02M | 0.1% | +5.2% | 0.005% | |
5/15/2023 | AlphaQ Advisors LLC | 23,850 | $0.30M | 0.3% | +14.4% | 0.001% | |
5/15/2023 | Mill Creek Capital Advisors LLC | 13,767 | $0.17M | 0.0% | -5.8% | 0.000% | |
5/15/2023 | Pensionmark Financial Group LLC | 61,917 | $0.77M | 0.2% | +5.1% | 0.002% | |
5/15/2023 | Wexford Capital LP | 495,015 | $6.17M | 1.3% | +41.1% | 0.016% | |
5/15/2023 | Morningstar Investment Management LLC | 273,130 | $3.41M | 0.5% | -35.7% | 0.009% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 307,302 | $3.83M | 0.4% | +0.5% | 0.010% | |
5/15/2023 | Equitable Holdings Inc. | 50,467 | $0.63M | 0.0% | +30.0% | 0.002% | |
5/15/2023 | Parkwood LLC | 79,669 | $0.99M | 0.1% | -3.7% | 0.003% | |
5/15/2023 | Chiron Investment Management LLC | 11,784 | $0.15M | 0.0% | -98.3% | 0.000% | |
5/15/2023 | Deutsche Bank AG | 2,157,906 | $26.91M | 0.0% | -89.0% | 0.069% | |
5/15/2023 | ELCO Management Co. LLC | 556,107 | $6.94M | 5.0% | -1.6% | 0.018% | |
5/15/2023 | Cetera Investment Advisers | 166,450 | $2.08M | 0.0% | -2.6% | 0.005% | |
5/15/2023 | Stephens Inc. AR | 969,837 | $12.09M | 0.2% | -1.8% | 0.031% | |
5/15/2023 | Avalon Investment & Advisory | 85,396 | $1.07M | 0.0% | +13.0% | 0.003% | |
5/15/2023 | Williams Jones Wealth Management LLC. | 704,952 | $8.79M | 0.1% | +7.0% | 0.022% | |
5/15/2023 | Cullen Capital Management LLC | 414,702 | $5.17M | 0.0% | -1.8% | 0.013% | |
5/15/2023 | Bison Wealth LLC | 23,011 | $0.28M | 0.1% | +4.6% | 0.001% | |
5/15/2023 | Recurrent Investment Advisors LLC | 3,081,560 | $38.43M | 7.6% | +4.3% | 0.098% | |
5/15/2023 | Catalyst Capital Advisors LLC | 1,806,247 | $22.52M | 0.7% | -7.7% | 0.058% | |
5/15/2023 | Cercano Management LLC | 245,925 | $3.07M | 0.1% | +1,353.0% | 0.008% | |
5/15/2023 | Freestone Capital Holdings LLC | 12,618 | $0.16M | 0.0% | -98.7% | 0.000% | |
5/15/2023 | Fort Sheridan Advisors LLC | 166,723 | $2.08M | 0.5% | +83.2% | 0.005% | |
5/15/2023 | ICA Group Wealth Management LLC | 3,925 | $49K | 0.0% | +45.4% | 0.000% | |
5/15/2023 | Infrastructure Capital Advisors LLC | 3,525,358 | $43.96M | 5.0% | -28.0% | 0.112% | |
5/15/2023 | Trek Financial LLC | 46,449 | $0.58M | 0.1% | +44.9% | 0.001% | |
5/15/2023 | VitalStone Financial LLC | 3,000 | $25K | 0.0% | +100.0% | 0.000% | |
5/15/2023 | XTX Topco Ltd | 72,179 | $0.90M | 0.2% | -10.4% | 0.002% | |
5/12/2023 | Veritable L.P. | 173,302 | $2.16M | 0.0% | +9.3% | 0.006% | |
5/12/2023 | First Trust Capital Management L.P. | 10,293 | $0.13M | 0.0% | -24.4% | 0.000% | |
5/12/2023 | Prospera Financial Services Inc | 219,194 | $2.73M | 0.1% | +0.9% | 0.007% | |
5/12/2023 | Aull & Monroe Investment Management Corp | 104,736 | $1.31M | 0.7% | -2.3% | 0.003% | |
5/12/2023 | Wetherby Asset Management Inc. | 24,293 | $0.30M | 0.0% | +22.2% | 0.001% | |
5/12/2023 | Gabelli Funds LLC | 1,240,888 | $15.47M | 0.1% | +2.3% | 0.040% | |
5/12/2023 | Stifel Financial Corp | 3,979,104 | $49.62M | 0.1% | +2.8% | 0.128% | |
5/12/2023 | Sound View Wealth Advisors Group LLC | 34,931 | $0.44M | 0.1% | +65.1% | 0.001% | |
5/12/2023 | Advisors Asset Management Inc. | 227,539 | $2.84M | 0.1% | -14.9% | 0.007% | |
5/12/2023 | BlackRock Inc. | 717,962 | $8.95M | 0.0% | -41.0% | 0.023% | |
5/12/2023 | Cutler Capital Management LLC | 411,847 | $5.14M | 2.3% | +2.4% | 0.013% | |
5/12/2023 | Bleakley Financial Group LLC | 19,010 | $0.24M | 0.0% | +14.8% | 0.001% | |
5/12/2023 | Callodine Capital Management LP | 150,000 | $1.87M | 0.6% | -33.3% | 0.005% | |
5/12/2023 | MML Investors Services LLC | 85,869 | $1.07M | 0.0% | -15.5% | 0.003% | |
5/12/2023 | BNP Paribas Arbitrage SNC | 8,396,732 | $104.71M | 0.1% | -19.9% | 0.271% | |
5/12/2023 | Argent Trust Co | 34,760 | $0.43M | 0.0% | N/A | 0.001% | |
5/12/2023 | HBC Financial Services PLLC | 3,000 | $38K | 0.0% | N/A | 0.000% | |
5/12/2023 | Bank of America Corp DE | 31,792,838 | $396.46M | 0.0% | -3.7% | 1.027% | |
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5/12/2023 | Oxford Financial Group Ltd. | 15,599 | $0.20M | 0.0% | -74.3% | 0.001% | |
5/12/2023 | Prio Wealth Limited Partnership | 10,300 | $0.13M | 0.0% | N/A | 0.000% | |
5/12/2023 | Franklin Resources Inc. | 183,335 | $2.29M | 0.0% | +7.1% | 0.006% | |
5/12/2023 | Independent Advisor Alliance | 146,301 | $1.82M | 0.1% | -3.6% | 0.005% | |
5/12/2023 | Bollard Group LLC | 708,741 | $8.84M | 0.3% | +1.9% | 0.023% | |
5/12/2023 | Clearbridge Investments LLC | 21,588,961 | $269.21M | 0.3% | +0.3% | 0.697% | |
5/12/2023 | Farmers & Merchants Investments Inc. | 18,747 | $0.23M | 0.0% | -13.8% | 0.001% | |
5/12/2023 | NewEdge Advisors LLC | 315,660 | $3.94M | 0.0% | +15.9% | 0.010% | |
5/12/2023 | MRP Capital Investments LLC | 2,706 | $34K | 0.0% | +982.4% | 0.000% | |
5/12/2023 | Moloney Securities Asset Management LLC | 19,970 | $0.25M | 0.0% | -33.0% | 0.001% | |